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KCMO Economic Development Project Sc

Updated August 2016


Project Name:

Total Project Score:


Job Based Score:
Site Based Score:

/100
/100

Definitions

Jobs

Jobs/Wages
Wages

The number of jobs is calculated by adding together the number of retained job
project.
Both retained and new jobs must be direct jobs (directly employed by the taxpa
meet or exceed the Estimated Living Wage for Kansas City, Missouri (see definiti
Retained jobs are defined as any full-time permanent employees currently emp
taxpayer within the City limits of Kansas City, Missouri at the time of application.
Net new jobs are any full-time permanent employees of the taxpayer or related
site (within Kansas City, Missouri), which will be hired in conjunction with the pro
number of current employees of the taxpayer in the calendar year preceding the

Wages shall be comprised of only direct wages, and shall not include the value
For hourly employees, the annual wage shall be calculated based upon the hou
calendar year.
Average wages shall be calculated based on a weighted average, using the foll
Annual Payroll = SUM (job1*job1 Annual Salary, job2*job2 Annual Salary, job3*jo
Annual Payroll/Total Number of Employees (Retained + New) = Average Wage (W

The minimum wage threshold of any jobs to be considered in the job score for c
Estimated Living The estimated living wage for Kansas City, Missouri (Platte, Clay, Cass, and Jac
Wage
Poverty in America Living Wage Calculator, Massachusetts Institute of Technology

Total Capital
Investment

Real Property
Investment

Capital Investment

Includes the cumulative investment of both real and personal property that is p
project or leased throughout the duration of incentives period.
Total Capital Investment shall be calculated based on the following formula - To
herein) + Total Real Property Investment (as defined herein) = Total Capital Inves

Investments in real property rehabilitation and/or construction are eligible for c


and shall include any of the following improvements paid for by the taxpayer or d
proposed project: land acquisition; site improvements; utilities; construction; reh
If the cost of any such improvements is shared between public and private entit
public sources shall be considered part of the real property investment on behalf
Real property that is leased shall also be considered investment and shall be ca
lease payment for the number of years of the anticipated lease term.

NOTE: Bonus points will be awarded to projects when the term (number of year
estate equals or exceeds the term of incentives being requested.

Personal
Property
Investment

Includes any of the following which are paid for by the taxpayer or developer in c
Equipment used in the manufacture or production of a product; and
Tangible personal property that is purchased for use in the proposed facility by
improvements made to a facility which shall be occupied by the taxpayer or relat

NOTE: Bonus points will be awarded to projects when the term (number of year
estate equals or exceeds the term of incentives being requested.

Businesses whose primary business operations include at least one of the NAICS

Target SectorTarget Sector

NAICS Code (First Four Digits):


Health Sciences & Services - 5417, 6211, 6214, 6215, 6221, 6222, 6223
Financial and Technical Services - 5182, 5191, 5221, 5222, 5223, 5231, 5232, 5
5416
Design & Engineering - 5413, 5414, 5418, 5419
Arts - 3323, 3372, 3399, 5111, 5112, 5121, 5122, 5151, 5191, 7111, 7113, 711
Specialized Manufacturing - 3251, 3252, 3253, 3259, 3261, 3262, 3315, 3323,
3363, 3364, 3365, 3369
Supply Chain Management - 2212, 4242, 4821, 4841, 4842, 4882, 4885, 4231,
Non-Profit Management - 8132, 8133, 8134, 8139, 7121

Census tracts within Kansas City, Missouri which meet at least one of the followin
< 50% AMI; or
Historically
Poverty > 40%; or
Underinvested Unemployment >2.0 times U.S. Rate
Census Tracts
NOTE: See attached Exhibit A for a complete listing of eligible census tracts [Wh

Geography

Severely
Distressed or
Distressed
Census Tracts

Census tracts that meet eligibility requirements for the specified levels of incom
Severely Distressed Census Tract: defined as Income < 60% AMI or Poverty > 3
U.S. Rate
Distressed Census Tract: defined as Income < 80% AMI or Poverty > 20%
NOTE: A reference map for looking up this information is available here:

Geography

Streetcar
Corridor

Includes any parcel of land obligated to pay a special assessment specifically des
line of the streetcar system or any expansion.

The building or buildings that the principal executive officers of an eligible busi
principal offices AND that meets at least one of the following criteria:

Headquarters
Facility

1) The business provides administrative management of at least three integrated


or related taxpayer; or
2) Has at least 150 employees who are principally located in that building or thos
City, Missouri.

A headquarters facility is the entity at the top of a corporation that takes full re
the corporation, and ensures Corporate Governance. Corporate headquarters is a
and covers different corporate functions such as strategic planning, corporate co
finance, HR, IT, Procurement (CPO). The corporate headquarters includes: CEO as
staff, such as the CEO office and other CEO related functions.

Owner-Occupied The facility that is seeking the use of incentives serves as a primary place of bus
company, and is owned by the Company and/or its related real estate entity.
Facility
Relocation
Distance

Workforce
Training
Programs

LEED Certified
Construction

Project Enhancements

Historic
Restoration

Determined by calculating the distance from the closest currently operating facil
to the proposed project site within the City of Kansas City, Missouri.

A project must demonstrate that the workforce training program is a new initia
a proposed project, for specific jobs being created in conjunction with the project
employees in a critical or primary capacity for the operation of the business.
Workforce training programs which are on-going and part of typical operations
needs of an expansion of workforce will not be considered eligible investment.

Three Levels - Platinum, Gold, Silver, or Certified


LEED Certification is determined by the US Green Building Council.

Projects which are seeking historic designation at the local, state, or federal leve
OR which are pursuing local, state or federal historic tax credits on behalf of a pr
Projects involving properties, including structures, which:

Brownfield
Remediation

Have been identified by a qualified environmental professional, defined by 40 C


or a local, state or federal agency, as containing hazardous substances or petrole
Phase II environmental site assessment, hazardous materials survey, or similar in
and analysis of physical samples; OR
Are enrolled in the Brownfields Voluntary Cleanup Program, Tanks Section, or ot
Department of Natural Resources and are subject to MDNR supervision; OR
Have been approved for assistance by a local, state, or federal brownfields rem
loans or other environmental remediation tools); AND, which requires a remedial
redevelopment of the property for the intended project and site use, AND for whi
ensure that the response action and final site conditions are protective of human
according to applicable state or federal standards, shall be designated as involvi

Brownfield
Remediation

Infill
Development

Net New Sales


Tax

Project

Assessment
oject Community Impact
Score
Scores

Are enrolled in the Brownfields Voluntary Cleanup Program, Tanks Section, or ot


Department of Natural Resources and are subject to MDNR supervision; OR
Have been approved for assistance by a local, state, or federal brownfields rem
loans or other environmental remediation tools); AND, which requires a remedial
redevelopment of the property for the intended project and site use, AND for whi
ensure that the response action and final site conditions are protective of human
according to applicable state or federal standards, shall be designated as involvi

Focuses on the reuse and repositioning of obsolete or underutilized buildings a


that occurs on previously developed land. Infill buildings are buildings which are
or underutilized property or between existing buildings in an existing urban area,
public utilities (water, sewer, electricity, etc.), and located on land which has not
agricultural land use, except in the case of a previously designated Urban Agricu
If a proposed project is located on a parcel that was previously developed on or
not previously developed but completely surrounded by other parcel which previ

Involves a project that is projected to attract sales from outside its primary trade
dollars.

Not Eligible: projects receiving under 30 points would not be considered eligible
recommended for the use of incentives.
Low Impact: projects between 30-60 points would be categorized as Low Impac
than standard levels of incentives.
Standard Impact: projects between 61-150 points would be considered Standar
standard levels of incentives.
High Impact: projects scoring greater than 150 points would be considered Hi
standard or higher levels of incentives.

NOTE: Projects which do not meet the threshold for eligibility or which desire a
otherwise recommended would require further policy review by EDC staff, the ED
City Council, as appropriate or required by city policy.

nt Project Scorecard
st 2016

/100
/100

r the number of retained jobs plus net new jobs created by a

ectly employed by the taxpayer or a related taxpayer) and must


s City, Missouri (see definition below).
nt employees currently employed by a taxpayer or related
i at the time of application.
s of the taxpayer or related taxpayer to be located at the project
in conjunction with the proposed project, and which exceed the
alendar year preceding the onset of any incentives.

shall not include the value of any employee benefits.


culated based upon the hourly rate * 2080 work hours per

hted average, using the following formula: Total Estimated


job2 Annual Salary, job3*job3 Annual Salary,...). Total Estimated
+ New) = Average Wage (Weighted). [<-- Confusing]

sidered in the job score for consideration for incentives.


(Platte, Clay, Cass, and Jackson Counties) is $18,555 (Source setts Institute of Technology - http://livingwage.mit.edu/).

d personal property that is purchased in conjunction with a


s period.
n the following formula - Total Personal Property (as defined
herein) = Total Capital Investment.

onstruction are eligible for consideration as capital investments


paid for by the taxpayer or developer in conjunction with a
; utilities; construction; rehabilitation; and, tenant improvements.
een public and private entities, the portion which is paid by nonperty investment on behalf of the project.
investment and shall be calculated on the basis of the annual
ated lease term.

n the term (number of years) of any leased property or real


requested.

e taxpayer or developer in conjunction with a proposed project:


f a product; and
in the proposed facility by the taxpayer or as part of tenant
ied by the taxpayer or related taxpayer.

n the term (number of years) of any leased property or real


requested.

e at least one of the NAICS codes specified below:

5, 6221, 6222, 6223


, 5222, 5223, 5231, 5232, 5239, 5241, 5242, 5251, 5259, 5412,

151, 5191, 7111, 7113, 7114, 7115


9, 3261, 3262, 3315, 3323, 3327, 3328, 3329, 3335, 3361, 3362,

1, 4842, 4882, 4885, 4231, 4236, 4238, 4246


7121

t at least one of the following criteria:

of eligible census tracts [What is this referencing?]

he specified levels of income, poverty or unemployment:


e < 60% AMI or Poverty > 30% or Unemployment > 1.5 times

AMI or Poverty > 20%

tion is available here:

NMTC Mapping Tool

assessment specifically designated for funding the initial starter

e officers of an eligible business have designated as their


llowing criteria:
of at least three integrated facilities operated by the taxpayer

ated in that building or those buildings which is located in Kansas

orporation that takes full responsibility for the overall success of


Corporate headquarters is a key element of a corporate structure
egic planning, corporate communications, tax, legal, marketing,
adquarters includes: CEO as a key person and his or her support
nctions.

s as a primary place of business for the employees of the


ated real estate entity.

est currently operating facility of a taxpayer or related taxpayer


City, Missouri.

ning program is a new initiative being created in conjunction with


conjunction with the project, and providing additional skills to
eration of the business.
d part of typical operations of a business, not needed to meet the
ered eligible investment.

uilding Council.

local, state, or federal level on behalf of a proposed project site,


ax credits on behalf of a project.

hich:

rofessional, defined by 40 Code of Federal Regulations Part 312,


rdous substances or petroleum contamination pursuant to a
aterials survey, or similar investigation involving the collection

rogram, Tanks Section, or other remedial program of the Missouri


MDNR supervision; OR
, or federal brownfields remediation program (grants, tax credits,
, which requires a remedial response action prior to the reuse or
ct and site use, AND for which the applicant/owner agrees to
ns are protective of human health and the environment
all be designated as involving Brownfield Remediation.

or underutilized buildings and sites and includes development


ngs are buildings which are proposed for construction on vacant
s in an existing urban area, already connected at the site to
ated on land which has not most recently been zoned for
ly designated Urban Agricultural Zone.
previously developed on or before 1990 or is located on a parcel
by other parcel which previously developed on or before 1990.

m outside its primary trade area, and/or generate inflow tax

d not be considered eligible for assistance and would not be

e categorized as Low Impact and would be recommended for less

ould be considered Standard Impact and recommended for up to

nts would be considered High Impact and recommended for

eligibility or which desire a higher use of incentives that


review by EDC staff, the EDCs Transactional Committee, or the

Job Based Project Evalu

Instructions: Using the drop down menu in the grey boxes, select the points and mulitpliers for th
clicking the arrow will show a dropdown menu where you

PART I - JOB CREDIT SCORE


The Job Credit Score is based on the number of jobs and the average wage. To determine the job cre

(a) Determine Job Points - the number of points earned due to the amount of jobs created or retaine
(b) Find the Wage Multiplier that corresponds to the average wage per job and the quadrant of the C
Your total score for Part I will automatically appear in the dark grey box.
(a) Job Points - Number of jobs created or retained by the project.
Jobs Created or Retained
2 - 40
41 - 85
86 - 200
201+

(b) Wage Multiplier - Find the quadrant of the City where the project is located (use the list below).
NonDistressed
Distressed
Severely
Distressed

Less than Living Wage Less than Average Wage


< $18,555

$18,555 - 61,662

< $18,555

$18,555 - 45,654

< $18,555

$18,555 - 40,226

Continuously
Distressed

< $18,555

$18,555 - 31,620

Wage Multiplier

PART II- PROJECTED NEW PAYROL


Determine the net new payroll projected the project will bring to the City (total number of jobs creat
where the project originates (existing KCMO company, new to Missouri, or new to the KC region enti

New to KCMO
New to
Missouri
New to KC
Region

$0 - $1 M
0
1
3

Projected Net New Payroll


$1 M - $5 M
1
3
5

PART III - INVESTMENT IMPACT


The amount of personal property investment (including lease payments) over the first 10 years of th
Total Investment
$0 - $500 K
$500 K - $4 M
$4 M - $15 M
$15 M+

PART IV - TARGETED SECTOR


Does the project fall into one of the business types listed as a target sectors (listed below)?

NAICS Code (First Four Digits):


Design & Engineering - 5413, 5414, 5418, 5419
Non-Profit Management - 8132, 8133, 8134, 8139, 7121
Health Sciences & Services - 5417, 6211, 6214, 6215, 6221, 6222, 6223
Arts - 3323, 3372, 3399, 5111, 5112, 5121, 5122, 5151, 5191, 7111, 7113, 7114, 7115
Supply Chain Management - 2212, 4242, 4821, 4841, 4842, 4882, 4885, 4231, 4236, 4238, 4246
Financial and Technical Services - 5182, 5191, 5221, 5222, 5223, 5231, 5232, 5239, 5241, 5242, 5251, 525
Specialized Manufacturing - 3251, 3252, 3253, 3259, 3261, 3262, 3315, 3323, 3327, 3328, 3329, 3335, 336

PART V - PROJECT ENHANCEMENT


Up to a maximum of 10 points possible. Check "yes" for all that apply.

a) Headquarters Facility (5 pts)


b) Project includes a Full Employment Council (FEC) or Metropolitan CC-approved workforce training
c) Project includes Ban the Box (5 pts)
d) Project includes Veteran Hiring (5 pts)
e) Project is part of competitive attraction or retention effort (10 pts)

TOTAL JOB-BASED SCORE (Out of 100 Possible


Score
Impact

Not Recommended
0 30

DO NOT ERASE THESE CELLS


0.5
1
1.2
1.5
1.7
2

YES
NO

Based Project Evaluation


select the points and mulitpliers for the project. Clicking a grey box will cause an arrow to appear;
will show a dropdown menu where you can select options.

PART I - JOB CREDIT SCORE


average wage. To determine the job credits score:

to the amount of jobs created or retained;


e wage per job and the quadrant of the City where the project is located; and

rk grey box.

oject.

Point Value:
Point Value
5
10
15
20

e project is located (use the list below).

Multiplier:

100% 120%

Greater than 120%

$61,662 73,994

> $73,994

$45,654 54,785

> $54,785

$40,226 48,272

> $48,272

$31,620 37,944

> $37,944

1.5

TOTAL Point Value for Part I:

PART II- PROJECTED NEW PAYROLL


ng to the City (total number of jobs created multiplied by the average wage per job). Depending on
to Missouri, or new to the KC region entirely), select the appropriate point value.

jected Net New Payroll


$5 M - $12 M
3
5
7

$12 M+
5
7
10

TOTAL Point Value for Part II:

PART III - INVESTMENT IMPACT


e payments) over the first 10 years of the project corresponds to the point values below.
Point Value:

Point Value
10
15
20
25

TOTAL Point Value for Part III:

PART IV - TARGETED SECTOR


a target sectors (listed below)?

Select One:

7111, 7113, 7114, 7115


82, 4885, 4231, 4236, 4238, 4246
3, 5231, 5232, 5239, 5241, 5242, 5251, 5259, 5412, 5416
2, 3315, 3323, 3327, 3328, 3329, 3335, 3361, 3362, 3363, 3364, 3365, 3369

TOTAL Point Value for Part IV:

PART V - PROJECT ENHANCEMENTS


that apply.

opolitan CC-approved workforce training program (5 pts)

TOTAL Point Value for Part V:

SCORE (Out of 100 Possible Points):


Low Impact
30 50

Standard Impact
50 75

100
High Impact
75 100

an arrow to appear;

20

40%
2

40

b). Depending on

10

10%

below.
20

25

25%

YES

15

15%

Yes or No?
YES
YES
YES
YES
YES
10

10%

100%

Site Based Project Evalution

Instructions: Using the drop down menu in the grey boxes, select the points and mulitpliers for th
arrow to appear; clicking the arrow will show a dropdown menu where you

PART I - JOB CREDIT SCORE


The Job Credit Score is based on the number of indirect jobs (such as construction) and whether or n
To determine the job credits score: (a)
Your total score for Part I will automatically appear in the dark grey box.
(a) Job Points - Number of indirect jobs created or retained by the project.
Jobs Created or Retained
2 - 40
41 - 85
86 - 200
200+

Point Value
2
3
4
5

PART II - CAPITAL INVESTMENT IMPACT


The amount of real property investment over the first 10 years of the project corresponds to the poi
Total Investment
$0 - $5 M
$5 M - $15 M
$15 M - $30 M
$30 M - $75 M
$75 M+

Point Value
10
15
20
30
40

PART III- GEOGRAPHY


Is the project located in a Distressed Census Tract within Kansas City, Missouri as indicated below?
NOTE: Projects can only receive a maximum of 20 points in this section (one category only).
Option
Option
Option
Option

A
B
C
D

Non-Distressed Census Tract (0 points)


Distressed Census Tract: defined as Income < 80% AMI or Poverty > 20% (15 pts)
Severely Distressed Census Tract: defined as Income < 60% AMI or Poverty > 30% or Une
Continuously Distressed: defined as severely distressed for 15 Years or more (25 pts)

NOTE: Fill out either, not both, Part IV(a) Commerical/Retail or IV(b) Residential based on the pr

PART IV(a) - PROJECT ENHANCEMENTS for COMMERCIAL/RETA


Up to a maximum of 30 points possible. Check "yes" for all that apply.
(a)

Owner occupied facility (5 pts)

(b)

Environmentally sustainabile certified construction:


i. LEED Platinum or Gold, OR Passive House Certification (10 pts)
ii. LEED Silver or Certified (5 pts)

(c)

Provides Food Access in a designated Food Desert area (10 pts)

(d)

Project involves Historic Restoration and/or Preservation (10 pts)

(e)

Project involves Brownfield Remediation

(f)

Project involves infill development (5 pts)

(g)

Project is projected to generate net new sales tax (5 pts)

PART IV(b) - PROJECT ENHANCEMENTS for RESIDENTIAL P


Up to a maximum of 30 points possible. Check "yes" for all that apply.
(a)

Project improves and/or increases the supply of affordable housing (10 pts)

(b)

Project involves Historic Restoration and/or Preservation (10 pts)

(c)

Project involves Brownfield Remediation (10 pts)

(d)

Project involves infill development (5 pts)

(e)

Includes accessibility features to accommodate residents with special housing needs (i.e.

(f)

Increases the availability of transitional and/or permanent housing for homeless persons,
domestic abuse (5 pts)

(g)

Improves housing conditions and choices for public housing tenants thorugh the developm
plans that promote individual responsibility and economic opportunities (5 pts)

(h)

Accessible by multiple modes of transportation (bus, rail, walking, biking) (5 pts)

(i)

Located in proximity to public services and retail establishments (5 pts)

TOTAL SITE-BASED SCORE (Out of 100 Possible Point


Score
Impact

Not Recommended
0 30

YES
NO
N/A

Low Impact
30 50

0.5
1
1.2
1.5
1.7
2

DO NOT ERASE THESE CELLS


YES
NO

roject Evalution

he points and mulitpliers for the project. Clicking a grey box will cause an
w a dropdown menu where you can select options.

OB CREDIT SCORE
s construction) and whether or not the project jobs pay the prevailing wage.

ox.

oject.

Point Value:

TOTAL Point Value for Part I:

L INVESTMENT IMPACT
e project corresponds to the point values below.
Point Value:

TOTAL Point Value for Part II:

40

40

I- GEOGRAPHY
, Missouri as indicated below?
on (one category only).

Yes or No?
NO
N/A
Poverty > 20% (15 pts)
% AMI or Poverty > 30% or Unemployment > 1.5 times U.S. Rate (2 N/A
YES
r 15 Years or more (25 pts)
TOTAL Point Value for Part III:

25

b) Residential based on the primary use of the project being evaluated.

ENTS for COMMERCIAL/RETAIL PROJECTS


y.
Yes or No?
YES

0 pts)

YES
NO

0 pts)

YES

0 pts)

YES
YES
YES
YES
TOTAL Point Value for Part IV:

30

CEMENTS for RESIDENTIAL PROJECTS


y.
Yes or No?

housing (10 pts)

0 pts)

with special housing needs (i.e. ADA compliant) (5 pts)

housing for homeless persons, veteran housing, or victims of

g tenants thorugh the development and implementation


opportunities (5 pts)

walking, biking) (5 pts)

ments (5 pts)
TOTAL Point Value for Part IV:

of 100 Possible Points):


Standard Impact
50 75

High Impact
75 100

100

5%

40%

25%

30%

100%

DRAFT

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