Guidelines_how_to_conduct_distressed_area_analysis1.pdf

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This document is a guidance file for the APEX Program that explains how to determine and document distressed area status for Department of Defense (DoD) cost-sharing purposes. Under 10 U.S.C. 4954, the DoD cost-share for Procurement Technical Assistance Center (PTAC) services is limited to 65% of costs in standard areas but increases to 85% when services are provided in distressed areas. An area qualifies as distressed if it meets either of two criteria: a per capita income of 80% or less than the state average, or an unemployment rate that is 1% greater than the national average for the most recent 24-month period (10 U.S.C. 4951). Applications must include documentation verifying distressed service areas if applicable.

The document provides detailed step-by-step instructions for gathering and analyzing both per capita income and unemployment data from federal sources. For income analysis, applicants must use the Bureau of Economic Analysis (BEA) Interactive Data Application at www.bea.gov to access table CA1 data, selecting county-level per capita personal income statistics for the most recent year available and expressing results as a percentage of state average. For unemployment analysis, applicants must use the Bureau of Labor Statistics database at https://data.bls.gov to retrieve both national unemployment rates and local area unemployment rates for specific counties, identifying the most recent complete 24-month period with available data while excluding annual and preliminary data, then comparing county rates to the national average. Applicants must provide copies of their complete analysis with clearly stated results supporting their distressed area determination.

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APEX Program Distressed Area Analysis

Version Number As of 11 September 2024

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Distressed Area Funding The DoD share of costs is limited to 65%, except in the case that the

PTAC is providing services in a “distressed area”, where the DoD share is limited to 85% (10 U.S.C. 4954).

The term “distressed area” means an area that has –

• a per capita income of 80% or less than the State average; or

• an unemployment rate that is 1% greater than the national average for the most recent 24-month period (10 U.S.C. 4951).

Funding Opportunity requires that your application include documentation verifying distressed service area(s), if applicable.

US Department of Commerce, Bureau of Economic Analysis

(www.bea.gov) for income data.

Department of Labor, Bureau of Labor Statistics

(https://data.bls.gov/PDQWeb/la) for unemployment data.

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Per Capita Income

Use table CA1 available at - BEA Interactive Data Application to retrieve “per capita personal income” statistics for the most recent year available.

Step 1 – Select table Personal Income by County and Metropolitan Area Step 2 – Select CAINC1 County and MSA personal income Summary; personal income, population, per capita personal income Step 3 – Select County https://apps.bea.gov/itable/?ReqID=70&step=1&_gl=1*1987i76*_ga*MjQzMzM5MDY3LjE3MDY3ODY0Mzk.*_ga_J4698JNNFT*MTcwNjc4NjQzOC4xLjEuMTcwNjc4NjkxMy4zMC4wLjA.#eyJhcHBpZCI6NzAsInN0ZXBzIjpbMSwyOV0sImRhdGEiOltbIlRhYmxlSWQiLCIyMCJdXX0=

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Per Capita Income

Step 4 – Select your State

Step 5 – Choose your county or counties and make other selections

Select your area (counties)

Select statistic “Per capita personal income (dollars)” Select unit of measure “Percent of state”

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Per Capita Income

Step 6 – Select the most recent year available and click “Next Step”

Step 7 – Provide a copy of your analysis and clearly state your results.

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Unemployment Data

Use the Databases, Tables & Calculators by Subject available at https://www.bls.gov/data/ to retrieve data to determine the national employment rate and the unemployment rates for counties and equivalents.

National Unemployment Rate

Local Area Unemployment Rate https://www.bls.gov/data

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Unemployment Data

• Step 1 - Use the Local Area Unemployment Statistics database available at https://data.bls.gov.

Under the Unemployment, Local Area Unemployment Statistics click on the “One Screen” icon to retrieve “not seasonally adjusted” unemployment rates for counties and equivalents.

https://data.bls.gov/

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Unemployment Data

• Step 2 - Use the National Unemployment Statistics database available at https://data.bls.gov Under the Unemployment, Labor Force Statistics including the national unemployment rate click on the “One Screen” icon to retrieve the national unemployment rate. Select “Not Seasonally Adjusted” and “Monthly”.

https://data.bls.gov/

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Unemployment Data Step 3 – Determine the most recent 24-month period for which both national and local area statistics are available.

- Exclude Annual and Preliminary data from your analysis.

- In this example, the most recent 24-month period is August 2009 through July 2011.

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Unemployment Data Step 4 – Compare national and county data

Step 5 – Provide a copy of your analysis and clearly state your results.

APEX Program�Distressed Area Analysis
Distressed Area Funding
Per Capita Income
Per Capita Income
Per Capita Income
Unemployment Data
Unemployment Data
Unemployment Data
Unemployment Data
Unemployment Data

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