1. Leveraging the Stimulus: Retrofitting Communities to Build Equity & Sustainability May 11 th, 2009 Community Innovators Lab

2. Maximizing the Impact Leverage different funding sources & build partnerships Invest in “deep retrofits” to maximize gains & to prevent lost opportunities Infuse equity into allocation of funds and design of programs Ensure that short-term gains are investments into long-term “triple bottom lines”

3. Only Top 20% With Significant Income Increases from 1998-2006 3

4. ENERGY BURDEN 4

5. Strategies for Mitigating Effects on Low-Income & Capacity-Building Utilize Stimulus Funds Increase Energy Efficiency Manage demand through education & Smart Grid Create economic development opportunities for shared wealth generation through green jobs, green businesses, etc. Ensure equitable access to educational and communications technologies such as broadband Jerrold Oppenheimwww.DemocracyAndRegulation.com5

6. Example of Demand management Source: www.gridpoint.com/curve/overview/ 6

7. Total in energy efficiency alone: $12.35 billion 3.1B State Energy Programs 3.2B Energy Efficiency Conservation Block Grants 5B Weatherization Assistance Programs (WAP) Up to 1B Training & TA $ from WAP.5B Green Jobs.3B ENERGY STAR Rebates.25B HUD Section 8 Housing 6B Innovative Technology Loan Guarantee 4.5B Smart Grid Investment Program.1B Jobs Training for Smart Grid 7.2B Broadband Some “Green” Funds in the Stimulus

8. Examples Low Income Weatherization (WAP) $5 billion, expanded from $400 million (est.) Includes up to 20% for Training and Technical Assitance Increase per-house expenditure from $2,500 to $6,500 Increase eligibility from 150% to 200% of poverty level Energy Efficiency & Conservation Block Grant Opportunity for funds to be used for comprehensive planning Includes both formula & competitive grants Up to 15% can be used for revolving loans Up to 20% can be allocated to non-profits Section 8 Energy Retrofit $250 million directed to project based section 8 housing for energy retrofits HUD is responsible for implementation. No more details yet Green Jobs Training $500 million Dept. of Labor, Office of Employment and Training Administration Includes research, job exchange and training

11. 10/14/2015 Plan Model General Proposal Comprehensive Roadmap Policy Argument Civic Action & Advocacy Diagram Matrix Mission Technical Assistance Resources Assessment Questions & Programs That Fit Best Practices at Scale Community Role Specific Proposal Mission Analysis & Coordination Technical Assistance Sources Community Role DUSP Stimulus Project - Work Plan Coordination

12. -Encourage comprehensive community-based planning o Why: Communities are more likely to participate if they are involved in decision-making. Innovations require a high amount of community education and input -Build community capacity & improve community resilience o Why: Improving the capacity of low-income communities to act on their own behalf will help to blunt the negative effects of economic downturns and will also support communities in seizing positive opportunities. -Leverage existing funding sources with each other and with private investment o Why: Leveraging sources will increase multiplier effects, create synergies, and help to capitalize on the short-term stimulus to provide infrastructure for long-term projects and programs. -Perform “Deep” Retrofit buildings in low-income communities of color o Why: These communities tend to reside in areas with the worst building stock, deep retrofits deliver the greatest “bang for the buck” and helps to increase savings for communities -Reduce global warming pollution o Why: Cutting carbon emissions and other types of pollution will improve health conditions for all people and reduce negative environmental impacts. Broad Mission Goals

13. Specific Mission Goals Increase Equitable Access to Resources & Opportunities – Conserve resources (ie. Materials, waste water, energy, etc) Why: Taking action on conservation is a built-in income generating program with multiple spin-off effects – Ensure convenient access to healthy foods Why: Low income people are experiencing spike in diabetes and other nutrition related diseases and access to healthy foods is critical – Green public facilities (schools, hospitals, public housing, waste stations) Why: They tend to be located in low-income areas and greening them could produce opportunities for improving facilities, creating local businesses (cooperatives, private, non-profits) and maintaining community level systems (energy, food, water) – Increase broadband access Why: The poor have least access to broadband and are most in need of 21 st century education and economic development opportunities – Prioritize the needs of disabled and impoverished elderly and children Why: Poor communities have high concentrations of these vulnerable populations, which need additional help during the retrofitting process and other “greening” processes.

14. Specific Mission Goals Create & Train for Well-Paying Jobs & Local Economic Development – Create jobs, training opportunities, and career ladders for communities with high unemployment and poverty Why: Self help system reduces spin-off costs from unemployment and poverty – Build sustainable economic development by supporting and investing in minority and women-owned businesses Why: Such businesses tend to encourage entrepreneurship in and capacity-building for under-resourced communities and can be “next steps” on green jobs career pathways. Invest in Measures to Aid Communities in Addressing Prohibitive Costs of Adaptation – Retrofit homes in neighborhoods with high foreclosure problems Why: Such retrofits will help to reduce cost to homeowners and prevent further foreclosures – Prevent displacement of low-income residents by maintaining housing and cost-of-living affordability Why: Saving energy and transportation costs is increasingly critical in ensuring low-income communities are not displaced from their neighborhoods

15. 6 Components of “Deep” Retrofits A coherent vision for maximizing the benefits of green retrofits must jointly address six critical and interrelated elements: 1. Infrastructure: Retrofits require an informed and context-sensitive choice of technology and materials at the building level. 2. Employment: Equitable retrofits can contribute to the economy through credentialed training programs, broad labor-community-business consensus on job access and performance, and the design of inclusive labor standards. 3. Business model: Small business development requires new, sustainable business models that ensure high quality work. 4. Financing: Leveraging existing funding sources with each other and private investment will create programmatic synergy while increasing the multiplier effect of the stimulus plan 5. Community planning: Thus, an optimal retrofit plan will include high community involvement in project design; advanced leadership training for key local actors; and additional support through public policy and regulations. 6. Coordination: These scaled urban retrofits are both extremely attractive social projects and enormously complex. Thus, their execution requires extensive coordination.

16. Community Assessment & Programs That Fit Excel tool that allows cities/coalitions/organizations to answer assessment questions and link those answers to stimulus programs that are a good “fit” – Evaluate current context of organization/groups of actors – Evaluate goals & capacity of specific orgnization – Evaluate capacity and goals of potential partners – Identify the most pressing needs of the communities What synergies that might exist between stimulus programs? How to coordinate multiple programs to achieve specific goals? What are strategies for partnering with the public and private sector to maximize funds? What capacity is needed by base-building organizations to leverage the stimulus?

17. Step 1 - Community Assessment C1. What are the demographics of your community? This section helps in determining eligibility for formula grants and in general planning assessment Population: Median age: Median income: Poverty rate: Racial makeup: Immigration rate: Language makeup: C2. What are the most pressing needs in your community? (select all that apply) A Housing retrofit, including all energy efficiency measures B Housing construction C Public facilities retrofit, including all energy efficiency measures (includes public schools) D Public facilities construction (includes public schools) E Energy production F Energy distribution G Transportation H Smart Grid I Broadband & other IT upgrades J Job training K Job placement L Youth development

18. Step 2 - Community Assessment Answers

19. Step 3 – Identifying Programs that Fit

20. Best Practices for 6 Components (In Progress) 1. Infrastructure – “Whole House” Weatherization – Retrofitting Public Facilities – Energy Generation – Smart Grid & Broadband 2. Employment – Career Bridges & Pathways – Coupling job training with ACTUAL jobs – Creating community/training/private sector partnerships 3. Business model – Emphasis on minority & women-owned enterprises – Procurement of contracts – Scaling up – Financing

21. Best Practices for 6 Components (In Progress) 4. Financing – Tax breaks – On-bill financing – Selling energy to the Forward Capacity Market 5. Community planning – Comprehensive neighborhood planning – Popular education & decision-making – Building capacity for implementation 6. Coordination – Models for coordination between key stakeholders – Leveraging partnerships to gain power to implement

22. Civic Action & Advocacy No guarantee that funds will be spent in a manner that promotes jobs, job training, and community organization in underserved communities Civic action & advocacy is the key to properly investing these funds. National organizations released toolkits to assist local actors organize for green jobs. Link for Green For All Recovery Toolkit: http://www.greenforall.org/resources/recoverytoolkit http://www.greenforall.org/resources/recoverytoolkit Link for Sierra Club Cool Cities Activist Toolkit: http://newjersey.sierraclub.org/ConCom/CoolCities/Cool_Cities_Activist _Toolkit_4-4-0623.PDF http://newjersey.sierraclub.org/ConCom/CoolCities/Cool_Cities_Activist _Toolkit_4-4-0623.PDF Community Innovators Lab (CoLab), in conjunction with the Emerald Cities Initiative, is also seeking to catalyze civic action.

23. Leveraging the Stimulus: Retrofitting Communities to Build Equity & Sustainability May 11 th, 2009 Community Innovators Lab