YEAR | 2009

Washington State Joint Transportation Committee

Commissioned by the Legislature, this study analyzed the feasibility and practicality of implementing funding methods. BERK’s role in this effort included quantifying the revenue impacts to the state, the cost impacts to different profiles of tax payers, and the revenue distribution impacts and spending restrictions of potential alternative funding sources. In addition, BERK conducted a risk assessment that considered the potential impact of increasing vehicle fuel efficiency standards, changing fuel consumption patterns, and increasing market penetration of hybrid and electric vehicles.

Washington State Ferries

BERK developed a strategic plan to help WSF make decisions about engaging a set of enhanced marketing and communications tools. The plan assessed which of the web-based marketing communications tools will most effectively support WSF marketing and customer services goals and how to most efficiently deploy those tools.

BERK organized and facilitated meetings with the WSF Public Relations and Marketing Team to ensure that the complex set of interrelated communication questions, including risks, priorities, and resources, are considered in the development of the strategy. The Plan included both a social media strategy specific for WSF and work plan laying out steps for implementation.

SAO Lease Management Services and Cost Study

Auditor: State Can Save Millions Without Cutting Programs
KUOW Radio | 12.22.09

Downtown Seattle Association

Strategic Assessment of Downtown Seattle for Life Sciences and Global Health Facilities

The Downtown Seattle Association and Seattle’s Office of Economic Development contracted with BERK to identify key policy issues affecting Downtown Seattle’s competitiveness and market position as a vibrant Life Sciences and Global Health cluster of research institutions and companies. Through research and interviews, and facilitation of a stakeholder meeting, BERK developed a Strategic Situation Assessment, identifying the current challenges and opportunities for growing and sustaining the cluster so that the City of Seattle and the DSA can develop a policy agenda to make improvements.

The Situation Assessment highlights key infrastructure needs and regulatory issues that were identified as challenges and also outlines several opportunities for the South Lake Union and Denny Triangle Downtown neighborhoods, ranging from place-making to childcare and housing.

City of Woodland

Transportation Benefit District Formation Study

The City of Woodland asked BERK to assess the potential revenues that could be generated from a transportation benefit district (TBD) in order to fund needed transportation improvements in the City. We examined three TBD revenue options (e.g. vehicle license fee, sales tax, and property tax) and two alternative TBD boundaries. All alternatives were evaluated for revenue sufficiency, fairness, equity, and political acceptability. A draft TBD ordinance was prepared for the City Council. The Council has tabled a vote on the TBD ordinance pending other transportation infrastructure planning.

Washington Department of Commerce

In response to legislative direction, this project developed strategies to position Washington effectively in the Life Sciences and ICT sectors. BERK worked with the State Department of Commerce and an Advisory Committee of stakeholders from industry, research universities, sector investors, and non-profit research institutions. We synthesized the Advisory Group’s work and drafted recommendations to advance the industries and foster new job creation.

The Report’s recommendations were crafted to support the Department of Commerce’s focus on competitiveness and a sector-driven approach to economic development.

Washington Global Health Alliance Strategic Mapping Project

Washington Global Health Alliance completes internal coordination study of global health
The Medical News | 11.19.09

Port of Edmonds Harbor Square Development

Port Explores Harbor Square Options
The Enterprise | 11.18.09

Washington Global Health Alliance Strategic Mapping Project

Domesticating Global Health series explores Washington’s life science community
Bottom Line, City of Seattle OED | 11.18.09

Washington Global Health Alliance Strategic Mapping Project

Visualize Seattle’s global health connections
The Seattle Times | 11.18.09

Washington Global Health Alliance Strategic Mapping Project

Beyond Anecdotes: Measuring Global Health Impact in Washington State
Xconomy Seattle | 11.18.09

Washington Global Health Alliance Strategic Mapping Project

Mapping state’s role in global health
The Seattle Times | 11.17.09

Port of Port Angeles

BERK worked with the Port of Port Angeles to develop a Strategic Plan that communicates its essential charter as the major operating engine for economic development in Clallam County. To identify strengths, challenges, and opportunities for the Port, we interviewed Port commissioners and staff. We also designed and facilitated a strategic planning retreat to develop the Plan’s goals and objectives.

The Strategic Plan places an emphasis on developing public and private partnerships throughout the region and placing a high priority on leveraging Port resources with outside funding sources wherever possible.

Cities of Renton, Lacey, Puyallup

BERK assisted three cities submit LRF and LIFT applications for state infrastructure funding.

BERK supported these efforts with economic impacts, fiscal analysis, and application preparation in support of each city’s efforts to revitalize areas of their downtown. Collectively, these awards will provide for nearly $100 million in infrastructure funding for a range of transportation, utility, and park improvement projects.

Puget Sound Regional Council

BERK worked collaboratively with the Puget Sound Regional Council to assess the size and scope of the region’s clean tech cluster, as well as strengths and opportunities for growth. We analyzed historic employment growth, projected future growth, and described trends in clean tech venture capital investment.

To fully describe the context within which the region’s clean tech industry operates, we presented a summary of relevant policy direction at the federal, state, and local level and developed an ecosystem map that visually displays the key players, relationships, and inputs that make up the region’s clean tech industry. The report is serving as a foundational piece for the region’s economic development efforts to grow this important sector.

Washington Global Health Alliance

BERK worked with WGHA’s founding members to research and create an amazing portfolio of world maps and graphics that compellingly illustrate a story about the scale and scope of the State’s global health industry. The project focused on nine organizations, mapping their facilities, projects, expertise, and partnerships: Fred Hutchinson Cancer Research Center, Infectious Disease Research Institute, Institute for Systems Biology, PATH, Seattle Biomed, Seattle Children’s Research Institute/GAPPS, the University of Washington, Washington State University, and Battelle/PNNL.

The strategic mapping portfolio displays each organization’s contribution to the global health industry in Washington, and, for the first time, aggregates information on the reach and impact of these entities throughout the world. The findings from the report have been used by the WGHA and individual agencies to communicate worldwide about their work and collaborations.

Washington Global Health Alliance

Washington State Board of Education

BERK provided communication and graphic design services to SBE, including production of a suite of communication materials that conveys the Board’s recent work and plans for implementation to its multiple stakeholders. The materials explain SBE’s new Accountability Framework and its component elements, and CORE 24, the expanded high school graduation requirements.

Working with existing content, we distilled the ideas and presented them in a clear, visually interesting and attractive format designed to reach the intended audience. We also designed a graphically-based folio documenting the Board’s overarching goals, responsibilities, and key initiatives.

Washington State Board of Education

Kenmore Economic Development Plan

Capitalizing on Kenmore’s Potential for Economic Development
Kenmore Blog | 10.13.09

Kittitas County

Working as a subconsultant to ICF Jones & Stokes (ICF), BERK assisted Kittitas County in bringing the County’s Comprehensive Plan into compliance after it was deemed non-compliant by the Growth Management Hearings Board of Eastern Washington (GMHB). BERK’s role was to address specific issues raised by the GMHB regarding the City of Kittitas’ Urban Growth Area and its Capital Facilities Element (CFE).

We reviewed the City of Kittitas’ Comprehensive Plan and its CFE to identify where the CFE was non-compliant with the Growth Management Act, and provided an analysis of the City’s capital facility needs under two different growth scenarios. Our work helped the County address its compliance issues and complete the update its Comprehensive Plan.

Whatcom County

Whatcom County was required to complete its 10-Year Urban Growth Area (UGA) Review process on a fast-track 18-month timeline. Key issues included facilitating interjurisdictional coordination, and achieving a balance between urban and rural growth and between infill development and UGA expansion.

BERK completed numerous tasks including: developing population and economic projections for 2011-2031; determining existing land supply in subareas, cities, urban growth areas, rural areas, and resource lands; forecasting land needed for residential, commercial, industrial, and institutional uses; and developing a land monitoring program for subareas, cities, urban growth areas, and rural areas over the 20-year planning period.

In a related effort, BERK staff developed regional growth alternatives, prepared a Capital Facility Plan, and prepared a non-project EIS, as well as facilitated public meetings.

SB 6015 Report to the Governor & the Washington State Legislature: Life Sciences and Information and Communications Technologies

Fifth Annual WBBA Governor’s Life Sciences Summit
WGHA | 09.22.09

City of Seattle Human Services Department

BERK developed a comprehensive preschool financial model outlining a two-year funding plan that would result in school readiness for the greatest possible number of children, with a focus on low-income children.

Our financial model blends multiple fund sources and has the capability of displaying data by sources and uses, fiscal year, program, function, and range of scenarios, while at the same time, is a user-friendly and adaptable tool—a “living model” that can be modified over time.

Kittitas County

Capital Facilities Plan Compliance

Working as a subconsultant to ICF Jones & Stokes (ICF), BERK assisted Kittitas County in bringing the County’s Comprehensive Plan into compliance after it was deemed non-compliant by the Growth Management Hearings Board of Eastern Washington (GMHB). BERK’s role was to address specific issues raised by the GMHB regarding the City of Kittitas’ Urban Growth Area and its Capital Facilities Element (CFE).

We reviewed the City of Kittitas’ Comprehensive Plan and its CFE to identify where the CFE was non-compliant with the Growth Management Act, and provided an analysis of the City’s capital facility needs under two different growth scenarios. Our work helped the County address its compliance issues and complete the update its Comprehensive Plan.

King County Sheriff

Report of the King County Sheriff’s Blue Ribbon Panel

The King County Sheriff sought the advice of an expert panel, charged with reviewing internal management systems and making recommendations for improvements to the accountability system for police misconduct and discipline.

We provided meeting facilitation, including the development of meeting agendas and summaries, research summaries, and materials for discussion; and assisted in decision-making by identifying relevant questions, presenting research findings, and focusing the panel on findings and recommendations. BERK also provided independent, neutral research and information, prepared presentations to the panel, drafted a concise final report, and facilitated public engagement and media involvement.

King County Office of Emergency Management

Region 6 Homeland Security Strategic Plan

BERK conducted stakeholder interviews with more than 60 individuals, analyzed the results, and identified key strategic issues facing the Region. We presented findings and recommended goals for discussion by a body of subject matter experts. The resulting plan has guided homeland security funding and collaboration among all jurisdictions and organizations in King County since its adoption.

BERK also assisted with Strategic Plan implementation and supported the Region’s development of a funding mechanism for homeland security grant funds that utilizes the Strategic Plan as a screening mechanism.

Port of Chelan County

BERK worked on a broad market assessment for commercial and industrial development in the Wenatchee Valley with a focus on the Cashmere Mill Site acquired by the Port of Chelan. We evaluated the demand, supply, and risks associated with potential industry mixes that might locate on the site, and conducted a strategic assessment of the long-term planning and site issues.

The Study addressed the strengths and weaknesses of the county, local area, and site in the context of policy, investment, and development decisions that the Port could make, and summarized the industry and market trends in the region.

Port of Chelan County

Cashmere Mill Site Redevelopment Study

BERK worked on a broad market assessment for commercial and industrial development in the Wenatchee Valley with a focus on the Cashmere Mill Site acquired by the Port of Chelan. We evaluated the demand, supply, and risks associated with potential industry mixes that might locate on the site, and conducted a strategic assessment of the long-term planning and site issues.

The Study addressed the strengths and weaknesses of the county, local area, and site in the context of policy, investment, and development decisions that the Port could make, and summarized the industry and market trends in the region.

City of Seattle Office of Economic Development

Broadway Economic Vitality Agenda 2006-08: A Strategy for an Economically Vital, Livable, Unique, Urban Community

BERK designed and facilitated a citizen Task Force charged with creating an Action Agenda and a new organization to revitalize the Broadway neighborhood business district. The project’s outcomes included a comprehensive Economic Vitality Plan, formation of the Capitol Hill Chamber of Commerce, and a $500,000 City investment plan.

As a successful public-private partnership, the project also helped form new relationships, built leadership capacity with the community, and spurred businesses to step up investment in the area. Businesses provided contributions to match City investments, and have donated in-kind support space for the new Chamber. The Chamber is now a driving force for business attraction, retention, outreach, and communications, and has been active in supporting community goals and priorities related to Sound Transit’s extension of light rail through the neighborhood.

National Maritime Heritage Area Feasibility Study

Celebrating the Northwest’s floating world
Crosscut Public Media | 06.24.09

Office of Superintendent of Public Instruction

Communication Materials

BERK developed four content-rich, creative, and accessible products: a FY 2008-09 Annual Report for OSPI School Facilities & Organization highlighting the SCAP accomplishments; a four-page Folio describing the SCAP to various audiences, including school districts, legislators, and the public; a PowerPoint presentation designed for school districts to use as a template to present information on school construction funding; and a Summary Handbook, a shorter, high-level companion document to the School Facilities Manual, designed to help school districts navigate the state’s SCAP process.

These materials are available on OSPI’s website and have been distributed in hard copy across the state.

Cowlitz Wahkiakum Council of Governments

BERK provided the Council with a policy-level understanding of the potential resources available for future transportation capital projects in order to inform project prioritization and planning efforts. We reviewed and summarized the 13 individual jurisdictions’ recent transportation revenues and expenditures based on historical reports from the Washington State Department of Transportation.

Based on the historical revenues and expenditures, as well as brief interviews with staff at each jurisdiction regarding current policies and local knowledge, we developed 20-year projections of potential future dollars for each revenue category, as well as for maintenance and operations costs. We also interviewed staff at each Port in the Council to understand their perspectives on the general current and expected future capital funding situation.

Puget Sound Regional Catastrophic Preparedness Program

Resource Management and Logistics Plan

BERK conducted stakeholder interviews to assess critical resources management in an eight-county region, exploring resource needs, tracking and sharing across agencies. Together with Beck Disaster Recovery, the project lead, we established a situation assessment and developed a plan to strengthen the region’s approach through enhanced information sharing, resource sharing agreements and processes.

We facilitated discussions of a Steering Committee and Regional Catastrophic Planning Team. BERK also researched national best practices for use of GIS to coordinate regional resource sharing, and used GIS to display the location of staging areas and points of distribution in the region.

In the News
Regional Catastrophic Preparedness Grant Program

City of Kenmore

This project involved working with City staff and a Community Advisory Committee to develop a comprehensive economic development strategy for Kenmore. In addition to facilitation of Committee meetings, BERK conducted stakeholder outreach, convened City Council member focus groups, and designed and facilitated a Community Open House. We conducted targeted market analysis and interviews with experts to assess the City’s competitive advantage in certain retail and employment sectors.

The Strategy is designed to serve as a roadmap, outlining actions the City could take over the next five years to ensure a sustainable, diversified, and healthy economy for Kenmore and maintain a high quality of life for its residents. The Strategy was unanimously adopted by the City Council on June 1, 2009.

Chehalis Tribe

BERK worked with the Chehalis Tribe to determine the most appropriate size for a new fire station given current and anticipated conditions, what the operation and maintenance costs might be for such a station, and the appropriate level of station staffing.

We assessed the scope of Fire and Emergency Medical Services (EMS) to be provided from the contemplated station, evaluated the context in which the services would be provided, engaged Tribal Leadership to consider the policy context and level of service expectations for new Fire/EMS services, and determined the characteristics of the potential service area. Based on our findings, we estimated potential staffing and equipment needs for service provision.

Puget Sound Blood Center

Puget Sound Blood Center’s (PSBC) growing research program has specialized labs focused on improving the lives of people with bleeding disorders, and those needing transfusions or bone marrow matches. In 2009, having achieved international recognition for contributions to transfusion and transplantation medicine, and outgrowing its current space, the Center faced a strategic facilities investment decision.

BERK worked with PSBC staff and Board members to identify facility options and comparatively evaluate their financial impacts. We developed a financial model to assess trade-offs across multiple facility and staffing growth scenarios, and to determine key performance metrics. The Blood Center continues to use our financial model for evaluation of new initiatives and for monitoring the financial performance of its Research Division.

Kirkland Annexation Update 2009

UPDATE| Kirkland Annexation gets green light
Kirkland Reporter | 04.08.09

Kirkland Annexation Update 2009

Kirkland begins process to annex three neighborhoods
Seattle Times | 04.08.09

Kenmore Economic Development Plan

Northlake News: Kenmore group to offer its vision
Kenmore Blog | 04.08.09

Puget Sound Regional Council

BERK facilitated discussion and strategy development with a Regional Military Working Group, composed of military personnel, contractors, and community representatives with strong ties to the military. We developed strategies for each branch; created profiles of Puget Sound bases; prepared data on contracting and commercialization; and gathered information about military personnel and their families, including counts of military personnel, civilians, and contractors associated with each Puget Sound installation, and data on military spouses and children.

We conducted research and stakeholder interviews and facilitated Working Group discussions to develop four goals and workplans to support the military mission at bases throughout Washington; enhance employment opportunities for military spouses and veterans; improve education opportunities for military personnel, spouses, and children; and expand the region’s defense contracting industry.

Puget Sound Regional Council

Port of Edmonds

BERK worked on a study with the Port of Edmonds, in collaboration with LMN Architects, to analyze the potential revenues generated by several mixed-use development scenarios on the Port’s 11-acre Harbor Square property. As part of the analysis, we also examined the greater economic context for the redevelopment and how this project might have an impact on tax revenues collected by the City of Edmonds.

The analysis of fiscal impacts for the City of Edmonds was used in discussions with City Officials and other interested stakeholders about potential zoning changes and partnership opportunities for redevelopment of the site.

Prosperity Partnership Military and Tourism/Visitor Cluster Strategies

Military and Tourism/Visitor Cluster Strategies Announced
Prosperity Partnership Update | 02.10.09

City of Seattle Department of Transportation

With constrained funding and an increasing cost equation, King County Metro has struggled to determine how best to meet the region’s transit needs. This study explored various policy frameworks and models for allocating new transit services in the County.

Our analysis identified potential methods for linking desired policy outcomes with transit investment choices, and proposed a set of specific transit investment policies. We also developed measures to gauge individual route performance and prioritize service investments; assign new service investments to improve route frequency; and evaluated the resulting investment from a subarea planning perspective.

Mountlake Terrace Sustainable Development Strategy

Mountlake Terrace says its planning efforts paying off
Daily Journal of Commerce | 02.09.09

Washington State Ferries Long-Range Strategic Plan

Washington’s ferry system must meet the needs of the communities it serves
Seattle Times | 02.02.09

Washington State Ferries Long-Range Strategic Plan

New Washington State Ferries plan drops Fauntleroy expansion
West Seattle Blog | 02.01.09

Washington State Ferries

BERK worked closely with Washington State Ferries (WSF) staff on all aspects of the planning process, including project design and management, detailed financial and policy analysis, and Plan development and design. We were responsible for design of a comprehensive stakeholder and public outreach process, and development of communication materials to ensure that the Plan had an appropriate level of input from Ferry System Constituents.

Analysis included development of long-range operating and capital programs for ferry service under different funding scenarios. The Long Range Plan identifies and evaluates options and recommends a preferred service and capital program for Washington State Ferries for the next 20 years.

Washington State Ferries Long-Range Strategic Plan

Ferry officials finalize draft long-range plan
Whidbey Examiner | 01.31.09

Financial Feasibility Analysis of the Proposed City of Fairwood

About 200 people attend meeting on Fairwood incorporation study
Renton Reporter | 01.30.09

Washington State Ferries Long-Range Strategic Plan

Finding smoother waters for Washington State Ferries
Seattle Times | 01.26.09

Poulsbo Comprehensive Plan Update

Poulsbo wants public input on comprehensive plan
North Kitsap Herald | 01.23.09