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Qualla 2020: Diversifying the Qualla Economy. Fifth Meeting June 27, 2014. Agenda - Morning. 9:00Welcome and Introduction 9:15Small Business and Entrepreneurship Action Plans 11:00Knowledge Industry Action Plans 11:15Real Estate Action Plans 11:30 Lunch. Agenda - Afternoon. - PowerPoint PPT Presentation
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Qualla 2020:Diversifying the Qualla Economy
Fifth MeetingJune 27, 2014
Page 2
Agenda - Morning
9:00 Welcome and Introduction
9:15 Small Business and Entrepreneurship Action Plans
11:00 Knowledge Industry Action Plans
11:15 Real Estate Action Plans
11:30 Lunch
Agenda - Afternoon
12:00 Tourism Concept and Action Plans
12:45 Success Measures
1:30 Communication Plan
2:15 Next Steps, Assignments
2:30 Adjourn
Page 3
Qualla 2020 Goals
The purpose of the Qualla 2020 Project is to diversify the Cherokee economy and reduce its risks so that it can better ensure the well-being of the Cherokee population into the future.
In order to do this, the Qualla 2020 Project will seek to mitigate the dependence of the economy on gaming revenues, and to develop and expand businesses in ways that uphold the core values of the Cherokee people.
Page 4
Qualla 2020 Process
Six Committee meetings Tuesday, February 25, 9:00 am – 3:00 pm Friday, March 21, 9:00 am – 3:00 pm
Yellow Hill Activity Center (Old Hardware Store) Wednesday, April 23, 9:00 am – 3:00 pm Wednesday, May 21, 9:00 am – 3:00 pm Friday, June 27, 9:00 am – 2:30 pm Tuesday, July 15, 9:00 am – 3:00 pm
Task teams have been meeting by phone between Committee meetings to develop detailed action plans for Committee review
Committee will choose action plans to recommend to EBCI Administration, EBCI Tribal Council and Cherokee Preservation Foundation
Page 5
Action Plan Definition
Action plan criteria: Achievable with the resources controlled by institutions and
individuals on the Qualla Boundary Create visible differences within a year or two Support traditional Cherokee values and culture
Action plan elements:
Goal Participants Activities Organizational leadership Resources required Funding sources Timeline
Page 6
Page 7
Agenda - Morning
9:00 Welcome and Introduction
9:15 Small Business and Entrepreneurship Action Plans
11:00 Knowledge Industry Action Plans
11:15 Real Estate Action Plans
11:30 Lunch
Small Business Action Plans
Small Business and Entrepreneurship Action Plans for discussion today:
Create a source of information for small businesses Strengthen Chamber of Commerce Create an economic coalition to support small business
development and growth Build a more vibrant entrepreneurial culture on the Boundary Expand 8(a) businesses on the Boundary Expand sales of Cherokee art
Page 8
Success Factors for Small Business
Market Demand
Trained Workforce
Capital
Public Sector
SupportTransport & Comm.
Suppliers & Resources
Entrep. Culture
Page 9
Action Plan: Create a Source of Information for Small Businesses
Goal - Create a single source of relevant information for businesses operating on or interested in coming to the Qualla Boundary. Activities Conduct relevant research to identify “best models” Research and consolidate relevant information to be
provided to the business community Tribal approval and lease process Tribal tax environment Contact persons Process flow chart or diagram
Compile demographic data Compile resource data
Page 10
Action Plan: Create a Source of Information for Small Businesses
Organizational Leadership Cherokee Chamber of Commerce will be the leader of the
effort and serve as the owner of the resulting information sources (online and hardcopy).
The Chamber will lead the effort with primary assistance from the EBCI Commerce Department.
Other resources will be engaged as required, i.e. tribal legal support, destination marketing, tribal grants and planning office.
Contracted third party resources will play a critical role in structure and content of the final product.
Western Carolina University may provide research consulting services
Page 11
Action Plan: Create a Source of Information for Small Businesses
Activities Partner with advertising firm under contract to the tribe for
review and analysis of proposed content Prepare and issue an RFP to a minimum of three web site
development resources Select a firm to develop the website Develop hard copy version of online material Develop policy to ensure ongoing, timely maintenance of
materials
Page 12
Action Plan: Create a Source of Information for Small Businesses
Funding Sources Estimated cost of website development is $50,000 with
and annual maintenance/upgrade cost of $4000. Potential funding sources may include:
$25,000 from Preservation Foundation, $20,000 from Tribal Department of Commerce, and $5,000 from Cherokee Chamber of Commerce. Recurring annual maintenance/upgrade cost will be borne by
the Chamber of Commerce.Timeline Funding available to Chamber by Spring, 2015 Funding available to WCU for research by Spring, 2015 Final products available to the public by August, 2015.
Page 13
Action Plan: Strengthen the Chamber of Commerce
Goals – Strengthen Cherokee Chamber of Commerce financially and operationally. Activities Develop a business case for supporting the Chamber from levy
and privilege taxes on Cherokee businesses Work with EBCI Finance to develop potential formulas for
obtaining funding from levy and privilege taxes Seek sources of ongoing funding from levy and privilege taxes
through EBCI Executive and Legislative branches Seek a share of funding from CPF/EBCI/GCTC marketing grants In parallel with the above, create a plan for expanding business
assets in Cherokee Develop and provide a complete array of small business services
to Cherokee, including information dissemination Collaborate with surrounding Chambers and economic
development agencies to seek small business growth
Page 14
Action Plan: Strengthen the Chamber of Commerce
Organizational leadership – Cherokee Chamber of CommerceParticipants Cherokee Chamber of Commerce – Amy Parker EBCI Finance – TBD EBCI Commerce Surrounding Chambers and E.D. agenciesResources required - $80,000 annuallyFunding sources – EBCI levy and tax, CPF marketing grantsTimeline Business case/proposal from Chamber by August 15, 2014 MOU between EBCI and Chamber by January 2015 EBCI funding by January 2015 CPF grant funding by Spring, 2015 Chamber’s new programs in place December 2015
Page 15
Action Plan: Create Economic Development Coalition
Goal – Create an economic coalition to support small business attraction, development and growthActivities Develop a coordinated strategy to create new jobs in all
sectors of existing businesses through expansion and growth
Create and implement a coordinated plan to attract businesses to locate in Cherokee and the surrounding three counties
Develop a strategy that encourages entrepreneurial efforts to start businesses in targeted fields
Coordinate and integrate the efforts of economic development on the Boundary with neighboring interests, including economic development agencies and Chambers in Swain, Jackson and Haywood Counties
Page 16
Action Plan: Create Economic Development Coalition
Organizational leadership Led by Cherokee Chamber of Commerce – Amy Parker EBCI Commerce – Jason Lambert Sequoyah Fund – Russ Seagle Destination Marketing – Skooter McCoy Swain, Jackson and Haywood Counties Smoky Mountain Host WCU – Steve Morse CPF – Mary Jane FergusonResources required – $10,000 for meeting expenses, printing, etc.Funding sources – Cherokee Preservation Foundation and in-kindTimeline CPF funding in Spring, 2015 Coalition in place August, 2015
Page 17
Action Plan: Build a More Vibrant Entrepreneurial Culture
Goal – Build a more vibrant entrepreneurial culture on the Boundary.Entrepreneurial Small Business needs: Markets Location to lease or build Access to Capital Employees Small Business Training/Development Resources Business Services – Insurance, Accounting, Marketing, etc. Clear, Concise Information about the Selected Environment Supply and Distribution Chain Information Connectivity Inspiration and Motivation
Page 18
Action Plan: Build a More Vibrant Entrepreneurial Culture
Activities Establish a baseline description of a desirable/optimal
small business environment Complete research necessary to map the small business
environment in Cherokee Identify gaps/constraints between Cherokee environment
and baseline Prioritize the challenges and attack the problem Create incentives to come to Cherokee Develop the resources and avenues to connect with
potential small businesses locally, regionally and beyond Offer entrepreneurship training Start, gain momentum, and sustain the effort
Page 19
Action Plan: Build a More Vibrant Entrepreneurial Culture
Attract and develop “creative class” in the region Can be attracted by:
Outdoor adventure and greenways Diverse atmosphere and tourism Sense of community Clean and beautiful environment Native American culture and heritage One-stop shopping to set up business But note: will need more restaurant and entertainment options
Can be developed by: Education and training programs to support Knowledge
Entrepreneurship Help with reaching external markets Access to expensive tools (example: Fab Lab)
Page 20
Action Plan: Build a More Vibrant Entrepreneurial Culture
Organizational leadership Led by Sequoyah Fund – Russ Seagle EBCI Commerce – Jason Lambert TCGE – Ray Rose EBCI Destination Marketing – Skooter McCoy Cherokee Chamber of Commerce – Amy ParkerResources required - $30,000 for consultant research and planningFunding sources –Cherokee Preservation Foundation and in-kindTimeline Start research and planning by Spring 2015 Initial changes in place by December 2015 Additional changes in place throughout 2016
Page 21
Action Plan: Expand Individual Businesses on Boundary Through 8(a) and other programs
Expanding businesses through the 8(a) and similar programs can be pursued at the level of the Tribe or at the level of individual Tribal members. There is a separate effort under way to pursue a Tribal 8(a) holding company, and so this action plan will focus solely on businesses owned by Tribal members.
Provide training, mentoring and coaching to Tribal members seeking to expand their own business through 8(a) and other programs
Technical assistance preparation of 8(a) application Development of mentor/mentee relationships for 8(a) Training for Hub Zone status Connection to SBDC procurement specialists
Page 22
Action Plan: Expand Individual 8(a) Businesses on Boundary
Questions for discussion: What businesses owned by Tribal members might be
appropriate for expansion through 8(a) and similar programs? How can EBCI staff reach potential business owners and make
sure that they know about this opportunity? What initiatives would be needed to develop the businesses? What funding (if any) would be required?
Leadership: EBCI Cherokee Enterprise Development Staff? Sequoyah Fund?
Page 23
Action Plan: Expand Sales of Cherokee Art
Goal – Expand sales by Cherokee artists, both traditional and contemporary art.Activities - Create online sales using available social media tools Develop a Cherokee authenticity label Develop a distinctive Cherokee brand Create a Cherokee artist council Include both traditional and contemporary art Broker Cherokee art off-Boundary Provide entrepreneurial training Qualify Cherokee artist as trainers Support creation of artist portfolios Provide micro-loans to artists Support artists’ sales booths at various events
Page 24
Action Plan: Expand Sales of Cherokee Art
Organizational leadership – Sequoyah FundParticipants Sequoyah Fund – Russ Seagle, Hope Huskey Qualla Arts & Crafts – Vicki CruzResources required – Estimates to be developed by Sequoyah FundFunding sources – Primarily Sequoyah Fund with potential support from Cherokee Preservation FoundationTimeline Steps being taken now, others are being planned for 2014
execution. Seek grant funding from CPF for a Cherokee Arts Council
by Spring 2014 ($60,000 estimate)
Page 25
Page 26
Agenda - Morning
9:00 Welcome and Introduction
9:15 Small Business and Entrepreneurship Action Plans
11:00 Knowledge Industry Action Plans
11:15 Real Estate Action Plans
11:30 Lunch
Knowledge Industry Action Plans
To be reviewed today Marketing plan for attraction of Knowledge Industries Feasibility study for fiber-enabled office building and co-
working space
On hold Tribally-owned data center
This is already being explored by EBCI Commerce. Call center to service Harrah’s and other Caesar’s properties
This is being reviewed by a team at Harrah’s
Page 27
Marketing Plan for Attraction of Knowledge Industries
Goal: identify and attract small-midsize knowledge businesses to Boundary and 7 counties of Western NC
Activities: Inventory and quantify the key assets of Mountain West
Alliance region make it uniquely attractive to small, growing, entrepreneurial knowledge industry businesses
Conduct market research to develop clear profiles of target market segments/customers who would find the assets of Mountain West Alliance locations attractive.
Develop “market offering”: sites, information, incentives to share with potentially interested companies.
Develop and launch marketing campaign
Page 28
Marketing Plan for Attraction of Knowledge Industries
Resources Required Inventory of product/sites: organizational in-kind Logo and messaging: $5,000 Design/build web presence w/ interactive asset map: $7,500 Rich media content, photo/video: 3 videos @ approximately
$3,000/video shot, edited, delivered = $9,000 Design and publish print collateral: $1,500 Market Research (Experian – Proof of concept):
Existing regional economic condition profile: Pro bono (Experian) Develop surrounding target markets/businesses that align to built
and natural assets of our region: $21,500 Initial outreach to identified targets: $1,500 Host reception with tech industry trade groups/entrepreneurs
and local developers: $1,500 (local) TBD (neighboring metros) Total: approximately $50,000
Page 29
Marketing Plan for Attraction of Knowledge Industries
Organizational home: Southwest Commission Potential Partners
EBCI Commerce, Economic Development Depts of 7 Western Counties, Duke Energy, Drake Software
Potential funding in cash and in kind Drake Software? Special assessment from 7 counties? EBCI? Cherokee Preservation Foundation?
Timeline: 18 months
Page 30
Feasibility Study for Fiber-Enabled Office Building and Co-Working Space
Goal: determine whether sufficient demand exists at specific rental price points to support cost of fiber-enabled office building/co-work space (similar to Mojo in Asheville)
Activities: Develop profile of potential users Conduct individual interviews and online survey of tech and home-based
entrepreneurs businesses within a 30-mile radius/located in Jackson or Swain County
Develop estimate of potential demand for office and co-working space and a suite of services at particular price points
Organizational leadership: Sequoyah Fund and Southwestern Commission
Resources: 60 hours of staff time (in kind); $1000 out-of-pocket Potential Partners: Chamber of Commerce, EBCI Commerce Department,
WCU Small Business Technical Development Center, Haywood Committee College Entrepreneurial Program the TERO Office and Small Business Centers at each of the community colleges (TCCC, HCC, SCC)
Page 31
Real Estate Action Plans
Two action plans under development for review today Create implementation plan for compacting BIA Realty
function Develop draft statutes to required to change individual
possessory holding legal framework
EBCI Attorney General’s Office, Commerce Department and Finance Department are actively reviewing HEARTH Act, so no need for an action plan on this subject
Page 32
Create Implementation Plan for Compacting BIA Realty Function
Goal: create an implementation plan for compacting the BIA Realty function.
What questions should the implementation plan answer? Options: What are the potential different options for compacting
the Realty function? Finances:
How much it would cost the Tribe to take over the function? How much money would the BIA pay the Tribe to provide the service?
Operations: What are the requirements in terms of people, software, and
machines? What will be the impact on jobs?
Examples: What other tribes have done this and what has their experience been?
Page 33
Create Implementation Plan for Compacting BIA Realty Function
Activities: Assessment of current Tribal Land Records documents
management by BIA Analysis of Realty Services workflow and procedures Recommendations and modifications to Land Records
Management database schema Estimate of the initial startup implementation cost Estimate of the long-term operating cost
Organizational leadership – Commerce Department Organizational participants in addition to Commerce
Tribal Housing Program - Paulette Cox EBCI Courts – Hannah Smith and her staff Chief’s Office - Paxton Myers Finance – Corey Blankenship or his designee GIS Office – David Wyatt
Page 34
Create Implementation Plan for Compacting BIA Realty Function
Resources: Hiring of independent contractor to facilitate development of
implementation plan and development of new procedures $15,000
Travel cost for GIS office staff site visits to two other Tribes and National Tribal GIS conference
$14,000 GIS database schema modification cost and custom workflow
programming $20,000
Supplies $1,000
Total cost of implementation plan development: $50,000 Funding sources - TBD Timeline – 18 months
Page 35
Develop Draft Statutes for Individual Possessory Holding Legal Framework
Goal: Fund the legal work required to conduct research on how/whether other tribes have changed
statutes regarding individual possessory interests, and to develop draft statutes and regulations that would simplifying the process for leases and sales of individual possessory interests
Activities: Engage outside expert counsel Survey relevant tribal experience Review existing EBCI statutes, regulations and case law Develop initial draft of new proposed statutes and review with Executive and Tribal Council
leadership Public comment and community engagement
Prepare final draft of new proposed statutes for submission to Council Develop regulations and procedures required to fully implement new statutes
Resources required: approximately $40,000 for research, legal drafting and community engagement
Funding sources – TBD
Timeline – 18 months
Page 36
Agenda - Afternoon
12:00 Tourism Concept and Action Plans
12:45 Success Measures
1:30 Communication Plan
2:15 Next Steps, Assignments
2:30 Adjourn
Page 37
Overall Tourism Action Plan
Goal – Develop options for increasing tourism, utilizing cultural and natural assetsOrganizational Leadership - Skooter McCoy, Destination MarketingActivities -
New programs for Unto These Hills being discussed with CHA Board Relocate Oconaluftee village near the Museum Add fly fishing museum along with trout exhibit/aquarium Create a downtown Base Camp of the Smokies with appropriate retail Relocate Fairgrounds to old high school site Add convention center to high school site Develop wildlife attraction at the Oconaluftee Village site Improve attractiveness of Saunooke Village Add visitor amenities to the gaming destination Create all new visitor way-finding signage Develop a fishing pond for children Prepare a community gathering place
Page 38
Overall Tourism Action Plan
Next Steps Bring the concept to the CHA and Museum Boards, and get their
acceptance and approval…discussions under way Communicate the district concept to EBCI Administration, Planning Board,
Tribal Council, business owners, and community leaders Convene a coalition of organizations within each district to provide input
during the transition Develop a master plan with renderings with cost estimates for the creation
of the districts Conduct feasibility studies for the major element of the program Start archeological and Phase I environmental studiesOrganizational leadership – EBCI Destination MarketingResources required - TBDFunding sources - TBDTimeline - TBD
Page 39
Relocate Oconaluftee Village Near the Museum and Relocate Fairgrounds to the Old High School Site
Goal – To enhance the offerings of the Cherokee Cultural District and provide easy public access to the Oconaluftee VillageActivities Relocate Oconaluftee Village near the Museum Relocate Fairgrounds to the old High School siteOrganizational Leadership Skooter McCoy, Destination Marketing John Tissue, CHAResources required Funding for feasibility study and planning Funding for construction and relocation projects Funding for initial operating costs
Page 40
Agenda - Afternoon
12:00 Tourism Concept and Action Plans
12:45 Success Measures
1:30 Communication Plan
2:15 Next Steps, Assignments
2:30 Adjourn
Page 41
Success Measures
The purpose of the Qualla 2020 Project is to diversify the Cherokee economy and reduce its risks so that it can better ensure the well-being of the Cherokee population into the future.
In order to do this, the Qualla 2020 Project will seek to mitigate the dependence of the economy on gaming revenues, and to develop and expand businesses in ways that uphold the core values of the Cherokee people.
How would we know in three-five years if the Qualla 2020 Project has succeeded?
Page 42
Success Measures
One readily available measure: the proportion of the Tribal levy and privilege tax that comes from Casino versus the proportion that comes all other businesses
Information is collected and reported by Tribal Government on a regular basis.
What has the pattern been to date?
Page 43
Page 44
FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 -
1
2
3
4
5
6
7
8
EBCI Levy and Priviledge Tax(Millions of Dollars)
Harrah'sAll Other
Page 45
FY 2009 FY 2010 FY 2011 FY 2012 FY 20130%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Tribal Levy and Priviledge Tax(By Percentage of Total)
All OtherHarrah's
Success Measures – Large Group Discussion
What do you see as the pros and cons of using levy and priviledge tax as a success measure?
What are other potential measures? Quantitative
Employment on the Boundary by sector Revenue on the Boundary by sector Business openings versus closings on the Boundary per year % of retail stores occupied
Qualitative Increased perception that the Boundary is a good place for
business investment Increased perception that Boundary offers good career
opportunities
Page 46
Small Group Assignment
Form small groups and choose the top 2-3 measures of success you think would be most useful and interesting:
Quantitative Levy and priviledge tax from Casino vs. all other businesses Employment on the Boundary by sector Revenue on the Boundary by sector Business openings versus closings on the Boundary per year % of retail stores occupied
Qualitative Increased perception that the Boundary is a good place for
business investment Increased perception that Boundary offers good career
opportunities
Others?
Page 47
Agenda - Afternoon
12:00 Tourism Concept and Action Plans
12:45 Success Measures
1:30 Communication Plan
2:15 Next Steps, Assignments
2:30 Adjourn
Page 48
Communications Plan
Overall strategy: Communicate all of the Qualla 2020 action plans together as a complete set of recommendations to diversify the Cherokee economy and reduce its risks so that it can better ensure the well-being of the Cherokee population into the future.
Why communicate all of the Qualla 2020 plans together rather than one-by-one?
Audience is the same or similar for all the plans Shows a complete picture of the plans – and how they support
one another Makes it easier to reach larger audience Helps reduce confusion which might result from different
communication approaches for each action plan Requires less resources per plan
Page 49
Communication Modes
In-person meetings Tribal Council work session Meetings with community members in a range of settings
Television A short video that can be broadcast in a loop on Channel 28
Printed materials Three-fold, double-sided brochure that describes the proposed action plan goals
and strategies Can be distributed at Chief’s Office, Hospital, Revenue Office, TANF building
On-line Information on Cherokee Preservation Foundation web site; also potentially on
EBCI web site Qualla 2020 Facebook page
Email and social media Email, Twitter, Facebook posts to highlight plans and meetings
Newspaper Article in One Feather and other local papers Insert in One Feather
Page 50
Page 51
June 2014Meetings: Qualla
2020 Whole Group &
Committee, Schedule
Council Briefing
CPF begin Website
Feedback Loop Plan
July 2014Final Q 2020
MeetingsCouncil Briefing
Late July
CPF begin Planning for
Video Process. Tape Overview
August 2014
Clear Action Plans in
Presentation Format.
Newspaper Insert
Visits: CCs/CC Council (Quiet Heroes), Chamber
Breakfast, Schools, Leadership Programs. Video hosted on site.
Communications Timeline
Page 52
September 2014
Compile Feedback from Website and Mail-in - Offer T-
shirt Drawing
Report updates in One Feather, to
CC Council, and on website
October 2014
Finalize Action Plans & Timelines
Post Results to Website with
opportunities to stay involved
November 2014
Prepare CPF Grant Application Submission
CPF to Develop Assessment Tool for Internal Use
Communications Timeline
Next Steps
Fifth meeting of task teams by phone Continue work on options
Research Interviews Financial analysis Exploration of funding sources Development of recommendations
Focus on communications, leadership and activities moving forward after final Qualla 2020 meeting
BWB Solutions and Medicine Root will staff and facilitate tasks teams and conduct additional research as necessary
Page 53
Contact Information
Ben Shermansherman1491@gmail.com
(303) 818-4926
John Weiserjohnw@bwbsolutions.com
(203) 314-8600
Page 54
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