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Microsoft Word - 4-C Occupation ECON orthwest E CON 0 M I C S . F I NA NeE . P LAN N I N G Phone. (541) 687-0051 FAX. (541) 344-0562 info@eugene.econw.com Suite 400 99W.1othAvenue Eugene, Oregon 97401-3001 Other Offices Portland. (503) 222-6060 Seattle. (206) 622-2403 20 March 2003 TO: FROM: SUBJECT: Greg Winterowd Bob Parker WOODBURN OCCUPATION/WAGE FORECAST BACKGROUND In 2001, ECONorthwest and WPS completed an Economic Opportunities Analysis (EOA) for the City of Woodburn. The EOA included a local economic development strategy that was adopted by the Woodburn City Council. That strategy requires substantial amendments to the City's planning documents, including justification for an Urban Growth Boundary expansion. In early 2002, Winterbrook Planning (Winterbrook) began work with the City to prepare the necessary pIan amendments and findings to justify the UGB expansion. As a part of Winterbrook's preliminary work, ECO developed revised population and employment forecasts. To supplement previous work conducted by ECO, Winterbrook requested ECONorthwest complete additional research on three issues: 1. The impact the City's economic development strategies will have on household Incomes; 2. Demand for non-residentialland implied by the revised employment forecast; and 3. Site needs for industries targeted as part of the City's economic development strategy. This memorandum addresses the first task: the impact the City's economic development strategies will have on household incomes. The second and third tasks are addressed in separate memoranda. METHOD The Oregon Employment Department collects wage data for occupations. To match occupational wage data to the employment forecast for Woodburn, we had to convert employment by industry in the forecast to employment by occupation. To make this conversion, the Oregon Employment Department provided ECONorthwest with data estimating 2000 employment by occupation for each industry in Workforce Analysis Region 3, which consists of Marion, Polk, and Yamhill County. (That is the smallest geography for which the data is available.) The occupational employment data also includes a forecast of occupational employment by industry for 2010. Parker to Winterowd 20 March 2003 Page 2 ECONorthwest grouped occupational employment by industry into occupational employment by the seven economic sectors used in our employment forecast for Woodburn: Agriculture, Industrial, Retail, Service, Education, Government, and Other. The industries included in these sectors (as defined by their Standard Industrial Classification at the two-digit level) is shown in Table 1. Table 1. Industries included in sectors used for Woodburn employment forecast Sector SICs Agriculture 00-09 Industrial 10-14,22,24-39 Retail 52-59 Service 48-49,60-67, 70-81, 83-89 Education 82 Government 91-94 Other 15-17, 19-20,23,40-47, 50-51, 95-99 Total Source: ECONorthwest. Once we had occupational employment by sector, we calculated the percentage share of total employment in each sector by occupation. Woodburn's total employment by sector was then applied to the distribution of employment by occupation to estimate employment by occupation in Woodburn. Forecast 2020 employment in Woodburn by sector was applied to the forecasted 2010 distribution of employment by occupation. This method captures some of the expected shifts in occupational employment. ECONorthwest did not have enough information to reasonably project occupational employment to 2020. Estimated employment by occupation in Woodburn for 2000 and 2020 was then matched to occupational wage data provided by the Oregon Employment Department. That data includes an estimate of the annual income supported by the mean wage for each occupation based on full-time employment. That annual income estimate was used to show the distribution of Woodburn's employment by annual income range in 2000 and 2020. By matching current occupational wage data to forecast occupational employment in 2020, this method shows the projected future income distribution in constant year- 2000 dollars. By using current occupational wage data, this method implicitly does not reflect any expected shifts in relative occupational wages (wages in some occupations will grow faster or slower than wages for all occupations). Figure 1-1 shows the steps in estimating the wage ranges. We note that uncertainty is compounded with every step in the process. The process begins with the County-level employment forecasts by the Office of Economic Analysis (OEA). ECO then used the OEA forecast as a control total to estimate employment in Woodburn. An additional margin of error is introduced when the City total is disaggregated into industrial sectors. Each industry may include a range of occupations; each occupation has a range of wages. Our point is that the margin of error of the wage distributions could be as large as 100%. Parker to Winterowd 20 March 2003 Page 3 Figure 1-1. Methods to develop wage distribution estimate DAS County- level Employment Forecast City of Woodburn Employment Forecast City of Woodburn Sector-level Employment Forecast City of Woodburn Occupation Forecast for Each Sector City of Woodburn Wage Dist. By Occupation Marion County New jobs 2000-2020: 36,199 New jobs 2000-2020: 7,139 (medium estimate) Error Margin The purpose of this analysis is to develop a better idea of the relationship between future jobs, incomes, and housing affordability in Woodburn. To our knowledge, Corvallis is the only other City that has attempted this level of analysis to estimate wages for each of its forecasted additional employees.1 Our conclusion is that the data do not support being able to do this kind of analysis with any greater confidence than what we have described. Moreover, the available data sets do not allow a direct empiricallinkage between job growth and housing affordability. The missing factor is the relationship between wages (earned by individuals) and total household income (many households include more than one wage earner). Thus, the best we can do with this analysis is to develop a forecast of the wage distribution implied by forecasted job growth in Woodburn. RESULTS ESTIMATED WAGE DISTRIBUTION Table 2 shows the estimated annual income distribution of occupational employment in Woodburn in 2000 and 2020. This table shows that occupations that support an 1 That work was completed by ECONorthwest in 2000. Parker to Winterowd 20 March 2003 Page 4 annual income of $20,000-$29,999 are expected to have the largest share of total employment growth (38%), followed by occupations supporting an income of $30,000 to $39,999 (17%). It also shows that the share of workers in occupations with incomes above $20,000 will increase, while the share of workers in occupations with incomes between $10,000 and $19,999 will decrease. Table 2. Annual income distribution of estimated occupational employment in Woodburn, 2000-2020 (2000 dollars) Annual Income 2000 2020 Change % Change < $10,000 0 0 0 0% $10,000 - $19,999 3,112 3,993 881 28% $20,000 - $29,999 3,539 6,328 2,789 79% $30,000 - $39,999 1,369 2,678 1,309 96% $40,000 - $49,999 1,062 1,982 920 87% $50,000 + 956 1,826 870 91 % Unknown 1,201 1,861 660 55% Total 11,239 17,528 7,140 100% Source: ECONorthwest. Table 2 shows that the annual income associated with about 10% of the occupations in Woodburn is unknown, because wage data for these occupations is not reported by the Oregon Employment Department. Table 3 shows the occupations estimated to have over 50 employees in Woodburn for which we do not have wage data. Employment in these occupations represents about 60-70% of all employment in occupations for which we do not have wage data. Table 3 shows roughly 1/3 of employment in occupations that we do not have wage data for are in Nursery Workers and Student Workers, occupations that are likely to pay wages that support incomes of $10,000 to $19,999. Table 3. Woodburn employment in occupations with unknown wages Occupation Title 2000 2020 Likely Income Range Nursery Workers 359 241 $10,000 - $19,999 Student Workers 154 292 $10,000 - $19,999 Other Hand Material Movers 68 115 $20,000 - $29,999 Leased Workers 54 105 $20,000 - $29,999 Other Professional & Tech Wkrs 74 137 $30,000 - $39,999 Other Management Support Workers 62 107 $30,000 - $39,999 Other Managers & Administrators 79 143 $40,000 - $49,999 Total 851 1,140 Source: ECONorthwest. Note: Table 3 shows only occupations with 50 or more employees. The income distribution in Table 2 has indirect implications for the distribution of household income in Woodburn, for two reasons. First, Table 2 shows the distribution for individual occupations but many households will have more than one wage earner, so total household income will be affected by the earnings of all household members. Second, not everybody who works in Woodburn lives in Woodburn, and some residents of Woodburn work outside of the city. Table 4 shows the estimated distribution of employment by income for Woodburn in 2000, 2020, and for new employment added between 2000 and 2020. The results Parker to Winterowd 20 March 2003 Page 5 show that implementation of the City's economic development strategy will result in much faster growth in jobs paying more than $20,000 annually. Forty-three percent of new jobs are forecast to have annual incomes of more than $30,000. Table 4. Estimated distribution of employment by income, Woodburn 2000-2020 Total Employment New Emp Annual Income 2000 2020 2000-2020 < $20,000 28% 23% 12% $20,000 - $29,999 31% 36% 39% $30,000 - $39,999 12% 15% 18% $40,000 - $49,999 9% 11% 13% $50,000 + 9% 10% 12% Unknown 11% 11% 9% Total 100% 100% 100% Source: ECONorthwest. Another way to analyze future income shifts is by using hourly wages. Occupational wage data from the Oregon Employment Department were used to estimate the number of new jobs in Woodburn by wage level. Table 5 shows our forecast of new jobs by wage level in Woodburn between 2000 and 2020. The results indicate that more than half the jobs created will pay more than $12.00 per hour. Table 5. Forecast of new jobs by wage level in Woodburn, 2000-2020 Average Hourly Wage < $7.99 $8-$11.99 $12 - $15.99 $16 - $19.99 $20 - $23.99 $24 and over Unknown Total 2000 1,389 3,525 1,660 943 447 884 1,540 10,388 2020 1,605 5,731 3,302 1,829 893 1,693 2,475 17,528 Change 216 2,206 1,642 886 446 809 935 7,140 % Change 3% 31% 23% 12% 6% 11% 13% 100% Source: ECONorthwest Note: Table does not include occupations for which no wage data is available from the Oregon Employment Department. Table 6 shows the estimated distribution of employment by income for Woodburn in 2000, 2020, and for new employment added between 2000 and 2020. The results show that implementation of the City's economic development strategy will result in much faster growth in jobs paying more than $12.00 per hour Fifty-two percent of new jobs are forecast to have annual incomes of more than $12.00 per hour. Parker to Winterowd 20 March 2003 Page 6 Table 6. Estimated distribution of employment by income, Woodburn 2000-2020 Average Hourly Wage < $7.99 $8 - $11.99 $12 - $15.99 $16 - $19.99 $20 - $23.99 $24 and over Unknown Total Total Employment 2000 2020 13% 9% 34% 33% 16% 19% 9% 10% 4% 5% 9% 10% 15% 14% 100% 100% New Emp 2000-2020 Number Percent 216 3% 2,206 31% 1 ,642 23% 886 12% 446 6% 809 11 % 935 13% 7,140 100% Source: ECONorthwest. COMPARISON TO OTHER CITIES Woodburn's economic development strategy is to increase high-wage employment. The previous section described why it is difficult to develop an accurate estimate of future wage levels. Moreover, ECO stopped short of using the wage estimates to develop a future distribution of household incomes. ECO identified a number of Oregon cities to compare with Woodburn to better understand the relationship between various socio- economic characteristics. Table 7 presents a set of Census variables for Woodburn and other selected Oregon cities.2 ECO chose the comparable cities primarily based on size, and secondarily based on recent growth and economic trends. While it is difficult to draw definitive conclusions from the data, ECO makes the following observations: . With the exception of Bend and McMinnville, more the 50% of the labor force in the comparable cities worked in a different place. Woodburn is closely comparable to the nearby cities of Tigard, Wilsonville, and Tualatin. . With the exception of McMinnville, Springfield, and Woodburn, the comparable cities have 33% to 40% of their households in incomes ranging between $50,000 and $100,000. . Springfield and Woodburn have the lowest median household incomes-about $33,000. Median household income in the comparable communities was much higher, ranging from $40,000 in Bend to $55,000 in Tualatin. . Woodburn, Forest Grove, and Hillsboro had the highest percentage of residents in manufacturing industries. . Woodburn has a lower percentage of residents employed in Education, Health and Social Services and Other Services than any of the comparable communities. It also has a relatively low percentage of residents employed in Professional Services. 2 The u.s. Census counts the number of residents that are employed by location of residence, not location of employment. Thus, employment figures do not represent the number of jobs in a specific city. Parker to Winterowd 20 March 2003 Page 7 Table 7. Comparison of Census variables, Woodburn and selected cities, 2000 Forest McMinnvill Oregon Spring- Wilson- Wood- Variable Bend Grove Hillsboro City field Tigard Tualatin vi lie burn Population 51,808 17,524 69,883 26,552 25,533 52,729 41,261 22,587 13,905 20,076 Labor Force Total 7,854 35,797 12,647 24,458 21,619 12,419 7,371 7,364 Worked in place of residence 34% 43% 26% 38% 27% 25% 28% 29% Worked outside place of residence 18% 66% 57% 41% 74% 62% 73% 75% 72% 71% Household Income Total 21,050 6,310 25,028 9,356 9,493 20,423 16,499 8,617 5,927 6,250 Less than $10,000 7% 10% 5% 9% 8% 12% 4% 4% 4% 9% $10,000 to $14,999 7% 7% 4% 7% 4% 8% 5% 3% 4% 8% $15,000 to $19,999 7% 5% 5% 6% 6% 10% 6% 3% 6% 8% $20,000 to $24,999 7% 8% 5% 6% 5% 8% 6% 5% 5% 8% $25,000 to $29,999 8% 6% 5% 7% 6% 7% 5% 6% 6% 9% $30,000 to $34,999 8% 7% 6% 7% 8% 8% 6% 8% 7% 10% $35,000 to $39,999 6% 6% 6% 9% 6% 7% 6% 4% 5% 7% $40,000 to $44,999 6% 6% 6% 8% 7% 6% 6% 5% 7% 7% $45,000 to $49,999 6% 6% 5% 7% 7% 6% 5% 6% 4% 5% $50,000 to $59,999 9% 8% 9% $60,000 to $74,999 9% 9% $75,000 to $99,999 6% 6% $100,000 to $124,999 4% 3% 7% 5% 2% 7% 9% 8% 3% $125,000 to $149,999 2% 1% 3% 2% 1% 3% 4% 3% 0% $150,000 to $199,999 2% 1% 2% 1% 0% 3% 4% 3% 1% $200,000 or more 2% 1% 1% 1% 1% 2% 3% 3% 0% Median Houshold Income 40,857 40,135 51,737 38,953 45,531 33,031 51,581 55,762 52,515 33,722 Source of Income Percent Wage and Salary 76% 74% 88% 73% 84% 80% 83% 89% 82% 64% Employment Total employees 11,437 12,830 24,855 21,893 12,523 7,451 Manufacturing 17% 13% 17% 15% 17% 16% FIRE 7% 6% 6% 6% 10% 10% 9% Professional Services 10% 8% 8% 10% Ed, Health & Social Services 15% 19% 18% 11% Other Services 16% 9% 11% 15% 13% 9% 11% 11% Public Administration 3% 3% 6% 6% 4% 3% 2% 4% 2% Source: 2000 Census Note: Census counts employment by place of residence not by place of work ESTIMATED 2020 INCOME DISTRIBUTION The final step in this analysis was to develop a 2020 income distribution. The previous sections discussed the difficulties and uncertainties of developing such a distribution. The reason for developing such a distribution is to provide input to the DLCD/HCS Housing Needs Model. In short, the City desires to model housing needs based on anticipated future incomes. The distribution presented in Table 8 represents ECO's best estimate of what incomes in Woodburn will look like if the City is successful in implementing its economic development strategy. The 2020 distribution assumes a 2020 population of 34,919. At an average household size of 2.7 persons, we estimate Woodburn will have 12,932 households in 2020. Parker to Winterowd 20 March 2003 Page 8 Table 8. Estimated 2020 income distribution, Woodburn UGB HH Income <10k 1 Ok <20k 20k <30k 30k <40k 40k <50k 50k <75k 75k+ Total 2000 Number Percent 538 8.6% 1,005 16.1% 1,088 17.4% 1,097 17.6% 744 11.9% 1,152 18.4% 626 10.0% 6,250 100.0% Number 992 1,810 1,552 1,833 2,134 2,586 2,029 12,932 2020 Percent 7.7% 14.0% 12.0% 14.2% 16.5% 20.0% 15.7% 100.0% Source: Estimates by ECONorthwest CONCLUSION Our analysis of the relationship between employment forecasts and wage levels lead to several conclusions: . Woodburn will add 7,139 jobs between 2000 and 2020. This forecast accounts for 20% of all job growth forecast for Marion County. . More than 50% of new jobs created between 2000 and 2020 are expected to pay less than $30,000 annually on afull-time equivalent basis.3 This is a range of $7.00 to $15.00 per hour expressed as an hourly wage. About 18% will pay between $30,000 and $39,000 annually, and about 13% will pay more than $40,000 to $49,000 annually. . The successful implementation of Woodburn's economic development strategy will have a significant impact on the city's wage distribution. The strategy will result in fewer low-paying retail and service jobs, and more high-wage manufacturing, construction, and skilled occupations. The analysis described in this section intended to make a linkage between new employment, wages, and households' ability to purchase housing. The data, unfortunately, did not allow us to make the leap from a wage distribution to housing affordability. The wage distribution analysis, however, suggests that a higher percentage of new jobs created in Woodburn between 2000 and 2020 will pay more than existingjobs. This result will impact household home purchase decisions, which will affect the City's housing need. The general impact will be to create more demand for single-family housing types and a broader range of prices. This suggests that the City should plan for a range of housing types and designate lands consistent with that range. 3 A full-time equivalent assumes 1980 hours annually. We recognize that many new jobs in Woodburn are likely to be part-time jobs that will not equate to the annual salary estimates. The base data, however, do not make a distinction between full-time and part-time employment. Parker to Winterowd 20 March 2003 Page 9