Sustainability Strategy PROCESS & TOOLKIT

1 Sustainability Strategy PROCESS & TOOLKITTim Milburn Si...
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1 Sustainability Strategy PROCESS & TOOLKITTim Milburn Sierra Club July 24, 2017

2 Sustainability Strategy PROCESSTim Milburn Sierra Club July 24, 2017

3 Purpose Define processes and tools for grassroots groups to define, develop and launch sustainability strategies within and with their communities Processes include a range of strategies and tactics Tools include a range of sample documents, scripts, agendas and other templates; marketing tools, action lists, references, etc. September 3, 2017 Sustainability Process and Toolkit

4 Explanation This presentation is split between into Process and Toolkit sections. The Process suggests ideas on best practices for organizations to consider when planning specific strategies and tactics / initiatives; communicating these to and with municipal leadership and other stakeholders, team and message building and deploying actions to achieve the strategies. The Toolkit is a repository of examples of documents, ideas and case studies that may be referenced as a team builds its solutions The PowerPoint document is structured so that internal links between the Process and corresponding Toolkit examples can be used to toggle back and forth between these sections This presentation is intended to be used in any way that fits the needs of the team and its goals A structured format is provided and team’s are expected to use and/or modify some or all of the slides and customize the process and the tools as needed. This resource is incomplete. As new ideas and examples are generated we would like to share these, so this document and its supporting files can be leveraged by a broader, like-minded audience. By intention, this is a living document and will ever be Work In Process. Each team should use this as guidelines and tools. By following the steps, the goal is to adapt each program to it’s unique needs. For questions, ideas, criticisms or contributions to improve the process and toolkit feel free to contact Tim Milburn, . September 3, 2017 Sustainability Process and Toolkit

5 Definition Sustainability* is the ability to continue a defined behavior indefinitely and may be divided into three key areas: Environmental sustainability Economic sustainability Social sustainability For more discussions: *Thwink.org Definition September 3, 2017

6 Sustainability UniverseAir Quality Pollution From power From transportation Other sources Health Water Quality Drinking water quality Sewage Stormwater / Flooding Climate Change Energy Renewable Energy Wind Solar PV Other Energy Efficiency Climate Change Transportation Mobility Bike / Walk Bus Rail Alternative Fuels EVs CNG, Propane Biofuels Waste Waste Management Recycling Land Plants & gardens Green Infrastructure Open Spaces Sustainability Universe September 3, 2017 Sustainability Process and Toolkit

7 Sustainability Universe: Climate Change FocusClimate Change Energy Renewable Energy Wind Solar PV Energy Efficiency Climate Change Transportation Mobility Bike / Walk Bus Rail Alternative Fuels EVs Natural Gas Propane Biofuels September 3, 2017 Sustainability Process and Toolkit

8 Sustainability UniverseClimate Change Mitigation Renewable Energy Wind Solar PV Other Energy Efficiency Transportation Mobility Bike / Walk Bus Rail Alternative Fuels EVs CNG, Propane Biofuels Air Air Pollution From power From transportation Other sources Health Water Water Pollution Drinking water quality Sewage Stormwater / Flooding Land Land Pollution Plants & gardens Green Infra Open Spaces Waste Waste Mgmt Recycling Alternative format September 3, 2017 Footer text here

9 Sustainability Strategy Process FlowDefine Mission & Preliminary Strategy & Plan Build Teams Meet with Municipal Leadership Refine Strategy Start Planning, Preparation & Define Asks Get the Word Out Build Your Power Convene Events Implement Actions Plan & Organize Events/Actions Follow up on Outcomes September 3, 2017 Sustainability Process and Toolkit

10 Step 1: Define Preliminary Strategy/PlanDefine Mission Define initial strategy and supporting goals Strategic plan description Initial goals and achievable, measureable targets Consider creating a logo or a meme Define preliminary sequence of events Set expectations for team (roles, actions) Develop initial ideas for municipality, community and other stakeholders Select initial core team members and define roles Set clear concise recruiting message for prospective team members Start Community Mapping process September 3, 2017 Sustainability Process and Toolkit

11 Typical Organizational StructureGrass Roots Group Organization - Steering Team - Members Supporting Members Contributors Recruiters Policies Ordinances Regulations Mission Strategy Actions Core Team -Leadership -Members Muncipality - Leadership - Staff - Asks - Recommendations Sustainability Plan Strategy Actions Experts Other Community Stakeholders Collaborators September 3, 2017 Sustainability Process and Toolkit

12 Municipality: Potential Sustainability RolesDevelop Municipal Sustainability Plan / Strategy Define and deploy actions to support strategy Provide leadership within the community to demonstrate sustainability objectives – set the example Work with local organizations (businesses, schools, volunteers, etc.) to capture ideas, define programs and initiate actions September 3, 2017

13 Community Mapping Community Mapping is a process of gathering important and relevant information about the community in which we live and/or work, and then applying it to a project to increase the likelihood of successful outcomes. This information: Provides a deeper understanding of our community(ies), allowing us to develop strategies and tactics in a thoughtful manner Helps define roles and responsibilities for participants Defines current connections and identifies with whom else we may want to build relationships Communities may be defined as Public entities: municipalities, schools, park districts and combined Grass roots organizations Other stakeholders September 3, 2017

14 Step 2: Build Teams Recruit people in and around your communityBe inclusive and diverse (age, culture, language) Leverage collaborative resources Reach out to like-minded groups National Local groups – interfaith, health issues, labor, Meetup, Youth Groups, Colleges, etc. Maintain good recruiting habits When possible, meet one-on-one with new people to educate them on your goals, learn about them. Listen and inform at a good pace, so both parties are comfortable with the outcomes. Invite to small and large group meetings to discuss issues and understand their best place on the team Record and track information for current and future actions Communicate effectively with s, Google Groups, Social Media and the like September 3, 2017 Footer text here

15 Step 3: Start Planning, Prep, Define AsksSet up introductory Group Team planning meeting(s) Meet (as often as needed) with your team to define mission, goals, needs and asks Select Core Team members and identify leader(s) and other roles Prepare actions – create background homework assignments for individuals/groups Define need for subject matter expert participation Define asks and develop plan to meet with community leaders Establish municipality’s historical baseline: know their perspective Target meeting with Mayor/Village President level (“Top Down” approach). Don’t be put off by “the Mayor is very busy”. You are a constituent and have every right to ask for and get a meeting. If not the top person, try to identify champion with influence with top leadership that you can develop into voice for communicating your goals. Know the process: attend council/board meetings well in advance of making the first “ask,” or watch on cable TV, to get the “lay of the land” for how meetings run and to learn different elected officials’ positions on issues Contact elected official and arrange meeting September 3, 2017 Sustainability Process and Toolkit

16 Consider Asks from your Elected Official’s Point of ViewYour Elected Official cares a lot about: Your Elected Official doesn’t care much about: People who can vote for them and/or provide campaign contributions People who can’t vote for them Local press and editorials A 20+ page review or analysis of anything Advocacy from real people - calls, personal s, handwritten letters, especially people that show up in person Form letters, a tweet, or a Facebook comment (unless there are dozens) A clear, concrete ask that they know how to solve - sign this letter, make a public statement, attend this meeting, etc. General ideas or a laundry list of concerns September 3, 2017 Sustainability Process and Toolkit

17 Step 4: Meet with Community LeadersBe organized and do your homework Know your audience Present agenda, reference documents, technical support, etc. Shoot for less than 30 minutes for first meeting and limit number of Group /Core team members Provide in writing and state clear, concrete ask(s) (sign a letter, make a public statement, attend this meeting, etc.) Listen and ask thoughtful questions. Be thinking about advancing the Community Map. These are very important and busy people. The more prepared you are the more likely the conversation will be effective and you will be welcome in the future Document key results. Set achievable and measurable expectations (targets). September 3, 2017 Sustainability Process and Toolkit

18 Step 5: Refine StrategiesMeeting participants (e.g. Core Team) - conduct Lessons Learned exercise What worked well? What aspects would be better with enhancements? What are the next steps for the Team? For the Municipality? For others? What was agreed upon? Take Lessons Learned and apply to strategy going forward Document refined message, strategies, actions and asks Communicate results to extended team participants / collaborators September 3, 2017 Sustainability Process and Toolkit

19 Step 6: Get the Word Out Communicate meeting outcomesWith Municipality Document what was discussed and agreed to Send thank you notes With grass roots Group Group members Supporting members Collaborators With local media - newspaper, TV, radio Be certain that municipal leaders are comfortable with messages Consider having municipality communicate directly with media With residents Via media outlets (pitching stories, letters to the editor) and social media Celebrate resolutions that get signed and actions that are initiated September 3, 2017 Sustainability Process and Toolkit

20 Step 7: Build Your Power to Achieve GoalsBuild your volunteer base Capture and communicate educational materials and messages Provides consistent, clear background, asks, actions and messages for participants Strengthens understanding and commitment Increase number of supporters of these asks, actions, mission Targeted meetings Outings Public presentations Informal meetings Outreach – phone, social media, , etc. Build support of stakeholder communities Municipal Leadership Other Community Leadership Community activists Other stakeholders Demonstrate public support for asks and actions Online and papers petition gathering Letters to Editor Press releases September 3, 2017 Sustainability Process and Toolkit

21 Step 8: Plan and Organize Events and ActionsEvent/action planning Assign event managers, recruiters and other participants Define audience goals and interests Capture agenda topics Identify and commit qualified and effective presenters Recruitment Recruit using phones, personal meetings, outings, mass , social media, etc. Parse needs, responsibilities and delegate responsibilities Document sign ups everyone – keep track for future activities Alert members of where and when there will be public meetings by city/village boards so people can attend, show their support, learn by observing, and bring their learnings back to their respective teams in their respective home towns Follow-up Shortly before event/action, make sure everyone who said yes gets reminder call and/or September 3, 2017 Sustainability Process and Toolkit

22 Step 9: Convene /Host/ Co-sponsor Event/ActionPreparation Schedule event – timing, venue reservations Define resource needs (projectors, monitors, screens, handouts, food and drinks, etc.) Press packets Other handouts Banners, placards Invitations Define who to invite, including community leadership, media, grass roots groups, collaborators, other stakeholders Deliver invitations Prepare agenda Convene meeting September 3, 2017 Sustainability Process and Toolkit

23 Step 10: Follow-up on Event OutcomesCommunicate results (actions, timing, next steps, recommendations, etc.) to broader audience Thank participants Reinforce message and outcomes Capture talking points Issue press release Hold press conference Launch social media content Celebrate! Recognize individual and group successes Municipality Grass Roots Group and Core Group Collaborators Etc. Track results Consider continuous improvement actions to advance next steps and continue to accomplish mission Analyze measures Reassess activities Modify actions as required September 3, 2017 Sustainability Process and Toolkit

24 Sustainability Strategy TOOLKITTim Milburn Sierra Club July 24, 2017

25 Step 1 Tools: Define Preliminary Strategy/PlanSample Mission statement, w/ icon/meme Sample Strategic Plan Sample recruiting message Examples of roles - for participants and municipality Examples of targets Discussion on Community Mapping Sample sequence of events September 3, 2017 Sustainability Process and Toolkit

26 Climate Change Strategy: Example Mission & Icon/MemeOur group is committed to affecting positive change NOW to protect the Earth - by reversing the impacts of human influence on climate through smart energy actions by the Citizens and Leadership of our community. September 3, 2017

27 Climate Change Strategy: Example Recruiting MessageThe is looking to work with to try to effect positive change in policies and practices. We need your help and are looking for volunteers to help us identify topics, messages and then organize and communicate with We are having a kickoff meeting on and invite you to attend.

28 Municipality Sustainability PlanDevelop Municipal Sustainability Plan / Strategy Start with simple Mission Statement Consider leveraging developed programs Sierra Club’s Ready for 100 (% Clean Energy) (133 national mayor signatories) Greenest Region Compact 2 set up by Chicagoland Metropolitan Mayors Caucus (50 Illinois signatories) Review policies & ordinances and adjust for sustainable practices Establish sustainable purchasing policies Establish sustainable practices by department Deploy sustainable solutions Define measures of success & track programs accordingly to establish accountability Document plan, actions and results (e.g. GRC2) September 3, 2017

29 Process Concept Define overall strategies and set overall goalsPrioritize strategies, define resource requirements – define what can be done realistically Define and prioritize tactics / actions to support strategies Capture related history and define opportunities for improvement Define measures of success Deploy tactics /actions Assess and adjust programs as needed (continuous improvement) September 3, 2017

30 Example of Strategy/Tactics: Solar ElectricStrategy: Increase the adoption of Solar Photovoltaic (PV) system within municipality in order to reduce greenhouse gases, pollution and reduce energy bills Tactics: Form solar energy team: City Council, City Staff, interested and informed volunteer citizens Review current policies, ordinances and inspection processes and compare to Best Practices in other communities. Find ways to adjust to facilitate PV adoption. Define suitable projects to install solar PV systems in municipality – residential, municipal, business, not-for-profit, park and school districts, community-based projects, group purchasing. Leverage support programs: New Renewable Portfolio Standard incentives, net metering, Investment Tax Credit (ITC), Grow Solar and Sol Smart: Local government Toolkit (Sol Smart) and Technical Assistance Programs Define Measures of Success: Return on Investment, pollution/ GHG reduction and tons of coal /natural gas /nuclear reduced Develop and deliver outreach program Establish recognition program September 3, 2017

31 Example of Strategy/Tactics: Energy Usage ReductionStrategy: Decrease the consumption of electricity and natural gas through energy conservation and efficiency program and reduce energy bills Tactics: Form energy conservation energy team: Elected Leaders, Municipal Leaders/Staff, interested and informed volunteer citizens Review current policies, ordinances and inspection processes. Find ways to adjust to facilitate PV in your community Define suitable projects to modify existing homes, businesses, not-for-profits, park and school districts, etc.. Leverage support programs: New Energy Efficiency incentives which encourage use of energy efficient appliances Leverage ComEd, Nicor and CUB programs for assessments and technical assistance Define Measures of Success: Return on Investment, pollution/ GHG reduction and tons of coal /natural gas /nuclear reduced Develop and deliver outreach program Establish recognition program September 3, 2017

32 Team Homework Internal: Map Your Team’s CommunityBack Internal: Map Your Team’s Community External: Map Your Municipality Learn about your municipal government Type of government (Village Board/Trustee, City/Alderman)? Who is on the City Council/ Village Board? Tenures/ Election cycles Who are key members of municipal staff, their titles and responsibilities? Any other stakeholders of import? History on environmental issues Any known political stances (pro-green, anti-green)? Organized sustainability program, ad hoc sustainability strategy or little to no sustainability strategy? If possible, develop baseline list of historical and current sustainability initiatives and successes? Identify and pre-existing relationships with team members? Define who to contact and best path(s) for starting dialogue, if not top elected officials September 3, 2017

33 Why Community Mapping? Be strategic and thoughtful in communities we’re working in Identify resources & community assets Understand outlooks and leanings of community leadership Identify champions and leaders for sustainability Identify relationships you’d like to develop, strengthen Identify which team members will take on the responsibility for developing relationships with key stakeholders within the community Develop lists of key contacts/social networks Develop the right organizing strategy to bring together a base of supporters based on shared community interests and needs Community Mapping helps us to…

34 Types of Community Relationships The communication process often starts with transactional interactions. A goal is to migrate toward transformational interactions, where relationships are strong enough to effect positive changes Transactional Transformational Communication is urgent, driven by desire to “get to yes”; see person or constituency as “useful” or “strategic” to reaching goals; based on specific actions taken Communication is respectful, open, humble, curious, patient; Goal is to gather and share information & opinions; listen and seek guidance Flow: 1-way flow (we “educate” the stakeholder); Issue specific Flow: 2-way; both parties gathering and sharing information Short-term, based on policy or issue cycle Long-term, based on building trust, respect, and mutual understanding Action-oriented Relationship-oriented Takes action in support of grass roots activities Jointly plans, implements campaign plans Grants money to grass roots organizations Raises revenue together Plan sufficient time to develop relationships which can move at the speed of trust and the three stages of partnership Ask a participants to read aloud the descriptions (one person reads a transactional and a transformational so 4 people total) Ask the room - how do you relate to this? Have you experienced these types of relationships with partners or allies? Is anyone willing to share? September 3, 2017

35 Relationships What types of groups in your community do you have relationships with? Is there a type of group/institution where you’d like to build more relationships? Who are stakeholders in issues you’re working on/considering working on? Sample Tracking Document Link needs approval from Google Docs September 3, 2017

36 Community Mapping: Know ThyselfKnow your own capabilities, limits, opportunities and weaknesses How many members do you have? How many are and could be truly active and engaged? What groups are represented in your membership? What relationships or partnerships do you have with other groups? With elected officials? With municipal staff? What comprises these partnerships? What are the strengths and weaknesses of each partnership? What expertise do your members offer for a specific initiative? What motivates your group? What excites it? What are your group’s greatest strengths? How are you hoping to grow? Be ready to convince muni that you are the group to work with September 3, 2017

37 Assess Current and Potential RelationshipsCommunity Mapping: Assess Current and Potential Relationships Back What other groups/institutions/communities do you currently have relationships with? What type/level of relationships do you have with different groups? 0 – Prospective participant 1 – Regular Communication - In the same networks, communicate occasionally 2 -- Mutual Support - Take some actions for each others' issues, take action jointly around common issues 3 -- Joint Planning - Actively work together on a campaign or set of common issues" September 3, 2017

38 Types of Asks ResolutionsBack Resolutions Gain commitment of municipal leaders on specific action(s) or broad range of sustainability issues and/or strategies Start a transformational relationship Actions – define specific requests for action by municipality and/or other communities Measureable goals – financial, social and environmental Investment evaluation Time tables September 3, 2017 Sustainability Process and Toolkit

39 Sample Measures of SuccessExamples of Measures of Success Quantitative Measure Greenhouse Gas and pollution reduction – through emissions reduction and capture: tree/plant green infra, heat, electricity, vehicles Pollution / greenhouse gas (GHG) reduction: Tons per year reduction of Carbon Dioxide (CO2), particulate, Carbon Monoxide, Hydrocarbons, NOx Building and Water Heating Natural Gas Energy Use/Savings Return on Investment, pollution/ GHG reduction, Therms Natural Gas, kWhr electricity saved, appliance efficiencies and quantities, etc. Electricity Consumption/Savings - all devices Return on Investment, pollution/ GHG reduction and kW-hour saved- daylighting space area, appliance efficiencies and quantities, etc. Solar Photovoltaic Return on Investment, pollution/ GHG reduction and tons of coal /natural gas /nuclear reduced Vehicles Return on Investment, pollution/ GHG reduction and Gallon Diesel and Gasoline reduced Green Infrastructure: Planting of trees, plants and (rain) gardens to absorb storm water. Addition of rain barrels and other green infrastructure Return on Investment, pollution reduction/ GHG capture, Trees Planted. Gallons of rain water detained/retained from sewers Green Buildings Return on Investment, pollution reduction/ GHG capture and number of LEED buildings Mobility Miles of bike paths added. Number/miles of walk routes added Water use reduction Return on Investment, gallons saved using smart water devices, better usage practices Runoff chemicals Tons not entering aquifers through usage changes, technology Waste reduction / recycling Tons of waste recycled, reused, repurposed, saved- by waste category Recognition Awards received Quantity and type of and reason for award Green education/outreach activities Quantity and effectiveness Public Policies Affected Number of green policies enabled, number of green ordinances revised/written September 3, 2017 Sustainability Process and Toolkit

40 Step 2 Tools: Team BuildingDigital communications Educational materials September 3, 2017 July 22, 2012 Sustainability Process and Toolkit

41 How to recruit team membersType of Contact How Effective Necessity How to Use Calling Very Effective Important Invite, reminder Texting Effective Reminder Personal Good Basic, but necessary Facebook: Messenger Facebook: Groups & Pages Fair Expand invitation to new people Public event posting: MeetUp or Nextdoor Helpful, not necessary Flyers Poor September 3, 2017 July 22, 2012 Sustainability Process and Toolkit

42 Step 3 Tools: Preparing for Meeting Developing AsksDigital communications Educational materials September 3, 2017 Sustainability Process and Toolkit

43 Start Planning, Prep and Define AsksSet up introductory team meeting(s) Tie in core team and supporting participants with s, Google Groups, Social Media and the like Meet (as often as needed) with your team Refine mission, goals Define paths of communication Educate team on target issues (e.g. Climate Change, Solar Power, Energy Efficiency) Define technical support and resources needed (if any) Select specific asks of municipal leadership Prepare Know national, state and local policies and incentives for initiatives of import Identify urgency and timing of actions and results Establish baseline – assess historical and current related sustainability initiatives Define asks and plan to meet with community leaders Know specifically what you want to ask Who should participate – initial meetings should have limited numbers Define team leader and other roles Target and develop green champions September 3, 2017 Sustainability Process and Toolkit

44 Sustainability UniverseClimate Change Energy Renewable Energy Wind Residential Solar Energy Efficiency Climate Change Transportation Mobility Bike / Walk Bus Rail Alternative Fuels EVs Natural Gas Propane Biofuels Sustainability Universe Example: Drill down to 2-3 manageable targets based on Team’s research and recommendations Define clear strategy and tactics Identify incentives Set measures of success September 3, 2017 Sustainability Process and Toolkit

45 Targeting the Sustainability UniverseClimate Change Mitigation Renewable Energy Wind Solar PV Residential Solar Other Energy Efficiency Residential efficiency Business efficiency Transportation Mobility Bike / Walk Bus Rail Alternative Fuels EVs CNG, Propane Biofuels Example: Drill down to 2-3 manageable targets based on Team’s research and recommendations Define clear strategy and tactics Identify incentives Set measures of success Alternative format September 3, 2017 Sustainability Process and Toolkit

46 How to prepare 1st Meeting AgendaIntroductions Problem – relate to municipality, etc. For climate change: what are obstacles to 100% clean energy, what are related health concerns Solutions – commit to transition to more sustainable future. Identify real, near and mid-term achievable initiatives Urgency – change is happening now (cite related examples) Asks Clearly define asks. Shoot for endorsement, resolution and /or specific actions Find out who else should be involved and ask to open dialogue with them (sponsored by leadership) Get OK about communicating outcomes with press, if appropriate Personal Stories – relate something personal, germane, local or other perspectives that make the ask important , relevant and current Always follow-up Define who follows-up Thank you letter plus supply of follow-up resources, if any Be thinking about long term development of relationships Be persistent, yet polite Establish process of ongoing communication July 22, 2012 Sustainability Process and Toolkit

47 Types of Asks ResolutionsGain commitment of municipal leaders on specific action(s) or broad range of sustainability issues Actions – define specific requests for action by municipality Define and prioritize asks/issues for each community Examples: Implement Climate Change plan Solar PV Actions Energy efficiency actions by community Alternative Fuel Vehicles Actions Flood control with green infrastructure Community garden Adjust community policies to facilitate positive change Gain commitment/sponsorship to support education of communities’ residents and local employers/workforce September 3, 2017 Sustainability Process and Toolkit

48 Sample email for Resolution RequestDear XXX, I’m reaching out to let you know about a 10-week campaign we are launching in April after the People’s Climate March. This campaign would be much stronger with [ORG NAME]’s involvement and wanted to ask you to consider joining us in this push. Will you join us in asking our Mayors to pledge their support for 100% clean and renewable energy. #Mayors4CleanEnergy aims to build local momentum for a just and equitable transition to 100% renewable energy and demonstrate ambitious local leadership on clean energy and climate in contrast to the steps the Trump Administration has begun to take slashing vital climate and pollution protections. Between April 29th and June 23rd, we will support local organizers to push their mayors to commit to 100%. For the #Readyfor100 campaign, this short-term campaign will build momentum for our longer term goals of securing community-wide commitments to 100%. For {ORG} this local mayoral push could help build momentum for a longer term goal you have - we’d love to discuss how this could help your work too. Working with our partners, we will develop template materials, support and coordination across networks and conduct outreach to mayors. We want to work with you to plan, recruit, promote, track progress and build momentum through the duration of the initiative. And we will work with you to ensure that the effort meets or exceeds both our respective and collective goals. I’ve attached a one-pager that outlines our campaign in more detail and would love to set up a time to talk. September 3, 2017 Sustainability Process and Toolkit

49 Example: MMC GRC2 ResolutionSuggested text for community to make public commitment to sustainable practices Once signed, considered member community by Metropolitan Mayors Caucus (MMC) Resolution available on ent/regional-environmental-collaboration/ No funds required from the municipality MMC Environmental Committee manages certain environmental grants and members are provided access and alerting to existing and new programs USEFUL WEB LINKS To learn more, please visit the following sites: Metropolitan Mayor Caucus Site: Green Region Compact webpage: GRC2 Resolution: GRC Summary List: GRC2 Framework: GRC2 Framework Tool -

50 GRC2 Framework Areas GRC2 Framework available to be used as customizable sustainability planning tool for municipalities: These are the subject areas covered in the Framework: ◎ Mobility ◎ Municipal Operations ◎ Sustainable Communities ◎ Water ◎ Waste & Recycling ◎ Climate ◎ Energy ◎ Economic Development ◎ Land Use ◎ Leadership

51 Example: Ready for 100: EndorsementSuggested text for Mayors/Village President to post public commitment to sustainable practices for-100/mayors-for-clean-energy Once signed, considered member community by Sierra Club No funds required July 22, 2012 Sustainability Process and Toolkit

52 Ready for 100: Guide 18 Page How To BookletAvailable on line as Google https://docs.google.com/document/d/1dv xjtK4Ls6vMZ0hs8_YWnYneXNaT2Vy6pg HW0gaCj8g/edit?usp=sharing September 3, 2017 Sustainability Process and Toolkit

53 Example Asks: Tactics/Actions for MunicipalityCreate interdisciplinary team to coordinate internal sustainability efforts Review ordinances to consider sustainability - remove outdated requirements and impediments Provide dedicated staff to manage sustainability initiatives Leverage incentives that support sustainability plan Adopt an environmental purchasing policy Integrate sustainability into capital planning Improve energy efficiency in public buildings Convert municipal fleet to alternative fuel vehicles Sponsor green events Can we point to examples of municipalities that have adopted these actions, both as motivation for our peers and eventually as Talking Points for use with their local communities [and local media]? Actually, just saw next slide. Do you have additional examples?)

54 Step 4 Tools: Meet with Community LeadersSample Agenda Resource documents September 3, 2017 Sustainability Process and Toolkit

55 Step 5 Tools: Refine StrategiesResource documents September 3, 2017 Sustainability Process and Toolkit

56 Step 6 Tools: Getting the Word OutSamples Facebook, Instagram, Twitter, etc. Standard letters to Editors Case studies, stories September 3, 2017 Sustainability Process and Toolkit

57 Methods of Contact Type of Contact How Effective Necessity How to UseCalling Very Effective Important Invite, reminder Texting Effective Reminder Personal Good Basic, but necessary Facebook: Messenger Facebook: Groups & Pages Fair Expand invitation to new people Public event posting: MeetUp or Nextdoor Helpful, not necessary Flyers Poor September 3, 2017 Sustainability Process and Toolkit

58 Media Types Media, Type Description, Use ExampleNewspaper - Letter to the editor A word letter by a reader about a single issue addressing the readers of the paper and asking them to do something. “Join me in asking Mayor Jackson to transition the city to 100% clean renewable energy to put Clevelanders in the local high-paying jobs they deserve.” Sample for M4CE. Newspaper - Op-Ed (opinion editorial) A word opinion piece written by someone who has an important perspective to the issue. Former mayor writes article supporting transition to renewable energy to demonstrate city leadership. Sample for M4CE. Newspaper, radio or television story Reporter covers your campaign or a newsworthy event or case study. “50 moms marched to city hall with strollers demanding local leadership on renewable energy for healthy clean air.” Template press release. Media advisory Send notice of event to multiple media outlets in advance of event Social media - Blog post A word story about a single issue or event, ideally asking the readers to do something. Local pastor writes blog post about the benefits of adding solar to the chapel roof. Social media - Tweet A 140-character public message on Twitter sharing a link to an article or a petition. will you support a goal of 100% clean, renewable energy in [CITY]?! #Mayors4CleanEnergy #ReadyFor100 sc.org/mayors” More sample tweets. Social media – Facebook, Instagram, Twitter, LinkedIn, Google +, etc. A public message on a page with an image or info graphic, ideally 80-characters or fewer. Links to article, video or petition. “Ask Mayor ____ to support 100% clean, renewable energy and join Mayors For 100% Clean Energy! #ReadyFor100 Learn more and take action: sc.org/mayors” More sample posts. Public Outreach Petitions, post cards, posters NEED to DEVELOP and Link September 3, 2017 Sustainability Process and Toolkit

59 Step 7 Tools: Build Your PowerSample petitions Sample presentations September 3, 2017 Sustainability Process and Toolkit

60 Sustainable Communities and Stakeholders:Elements of Sustainable Communities Leadership Strategic planning Set Values and Vision Facilitate results Culture and values Shared values Access to sustainability resources Best practices Education Public Programs School programs Higher level education Stakeholders Elected Leadership Muncipal Councils/Boards School Boards Park Boards Libraries Muncipal Staff Management Departments Regulations, laws &, policies Ordinances and best practices Commissions & Task Forces Sustainability Health Etc. Grass roots groups Home grown Sierra Club Local business & NFPs Chamber of Commerce Places of Worship Charities Experts Pollution Energy/ Utilities Regional /national resources US /state gov't agencies Public interest group Metro Mayors Caucus COGs MPOs Where do you already have allies, champions? Which groups relate to your strategy now and in the future? Are the groups that you can collaborate with to access other stakeholders? NFP = Not-for Proftis COG= Council Of Government MPO = Metropolitan Planning Organization September 3, 2017 Sustainability Process and Toolkit

61 Sustainable Communities and Stakeholders: Strategic Focus ExampleElements of Sustainable Communities Leadership Facilitate results Culture and values Shared values Best practices Education Public Programs School programs Stakeholders Elected Leadership Muncipal Councils/Boards Muncipal Staff Management Regulations, laws &, policies Ordinances and best practices Commissions & Task Forces Sustainability Grass roots groups Home grown Experts Pollution Energy/ Utilities Regional /national resources Metro Mayors Caucus Where do you already have allies, champions? Which groups relate to your strategy now and in the future? Are the groups that you can collaborate with to access other stakeholders? NFP = Not-for Proftis COG= Council Of Government MPO = Metropolitan Planning Organization September 3, 2017 Sustainability Process and Toolkit

62 Petition Card Sample September 3, 2017Sustainability Process and Toolkit

63 Rally Invite CLIMATE CHANGE RALLYWHERE? Offices of Rep. Peter Roskam International Drive West Chicago, IL 60185 WHEN? Monday, January 23, :30 to 5:00 PM WHY? Act with common voice with others Ask Representative Roskam to Continue to support the Paris Agreement Move forward with the Clean Power Plan Questions Tim Milburn September 3, 2017 Sustainability Process and Toolkit

64 Call Script Sierra Club script for phone calls to members Hi, is __________ there? If constituent This is ___________. I’m a local Sierra Club member, phoning to tell you about a rally we’re organizing at the office of [your/our] Congressman, Peter Roskam, to demand action on climate change. Is this something you might be interested in? If new member This is ___________. I’m a local Sierra Club member. Thanks so much for joining the Club! I’m phoning to tell you about a rally we’re organizing at the office of Congressman Peter Roskam to demand action on climate change. Is this something you might be interested in? If yes or maybe Peter Roskam has one of the worst environmental records in Congress. The League of Conservation Voters gave him a score of just 6% in 2015, and his lifetime score is 9%. He has called the scientific consensus on global warming “junk science.” He voted to bar the EPA from regulating carbon and consistently votes against renewable energy and energy efficiency. Here’s your chance to stand up against this nonsense and to tell Roskam and Trump that the people know climate change is real and that we have to reduce greenhouse gas emissions, the sooner the better. The People’s Climate Movement has called for 100 hours of resistance after Trump’s inauguration. So we are going to Roskam’s office in West Chicago on Monday, January 23, at 3:30 in the afternoon. Will you join us? Great! Can I send you with the details? [Monday, Jan. 23, 3:30–5:00 p.m., 2700 International Dr., West Chicago, west side of the DuPage County Airport]. Let me check that I have your address right. Read address, or obtain. I really look forward to seeing you there. If you can bring a friend and/or make a sign to wave around, that would be great. Thanks for your time and your commitment! See you soon! If no (to either initial question or pitch) No problem. We really appreciate just having you as a member. Will you phone Roskam’s office to tell him that you want him to acknowledge that climate change is real and you want him to start doing something about it? Here’s the phone number: (630) The main things to ask for right now are: Support the Paris Agreement Support the Clean Power Plan Whether or not constituent Thanks for your time! Message (leave after 2nd or, better yet, 3rd unsuccessful attempt to phone) Hi, this message is for __________. This is ____________. I’m a local Sierra Club member, phoning to tell you about a rally we’re organizing at the office Congressman Peter Roskam to demand action on climate change. This is part of 100 hours of resistance that the People’s Climate Movement has called for around Trump’s inauguration. We are going to Roskam’s office on Monday, January 23, at 3:30 in the afternoon. It’s at 2700 International Dr., West Chicago, on the west side of the DuPage County Airport. We hope you’ll come! If you have any questions, please phone Barbara Hill at (847) September 3, 2017 Sustainability Process and Toolkit

65 Call Script Hi! How are you? Listen, respond Choose one:Listen, respond Choose one: Do you have a minute for clean air? We’re not fundraising. Do you have a minute for clean energy? We’re not fundraising. We’re working to fight climate change. Can you stop? We’re not fundraising. Once they stop: Thanks so much for stopping! I’m _____. What’s your name? Listen, respond. Nice to meet you. I’m a volunteer with the Sierra Club. We’re collecting voter pledges saying that you’re a voter and you support clean energy. As you know—a lot is on the line this election season—from climate change to the economy. One thing that I know is clear for me—we all win when we move to clean energy. By switching to renewable energy and energy conservation, we can create good jobs, save on utility bills, and give our kids clean air and a brighter future by cutting the carbon pollution that threatens our planet. We need leaders who are 100% committed to clean energy.   That’s why we’re collecting voter pledges! By signing this pledge, you’ll be telling our elected officials that you’re 100% committed to clean energy, and that you support working towards a goal of 100% clean energy. Politicians don’t lead unless we do. Can you take a minute to pledge your support for clean energy? September 3, 2017 Sustainability Process and Toolkit

66 Petition Sample September 3, 2017 Sustainability Process and Toolkit

67 Action Letter September 3, 2017 Sustainability Process and Toolkit

68 Step 8 Tools: Plan and Organize Events and ActionsSample agenda Sample sign-in sheets Sample Follow-up letter September 3, 2017 Sustainability Process and Toolkit

69 Step 9 Tools: Convene/Host Event or ActionSample agenda Sample invitation Sample petition Sample press package September 3, 2017 Footer text here

70 Clean Energy Event AgendaSet up: Send someone to the mayor’s office to let them know you’re on our way. Have everyone meet you at another location near the mayor’s office. Introduce yourself, give an overview of importance of issue and purpose of today, thank (name the groups present/involved) for attending, give an overview of event agenda. Make sure everyone knows who is speaking, what other roles are, and pass out signs for people to hold. 15 Minutes Joe B. Constituencies speak. Thank the mayor or staff for meeting with you, give an overview of the issue and introduce the first speaker. Speakers explain who they are, why this matters to them, and what they’d like the mayor to do (2-3 min each). 10-15 Minutes Group Present the petition cards and make the final ask. Restate your core key messages and why your mayor should endorse M4CE. Hand them the blank endorsement form for them to complete. 5 Minutes Connie W Mayor or staff receives the petitions and responds. 10 Minutes Mayor Thank the mayor or staff for the opportunity to have voices heard on this critical issue… and follow up with either saying a) “thanks for saying yes” and take celebratory photo or b) “we look forward to talking with you about this issue more.” Strong exit as a group. Outside thank everyone for coming, explain the impact the meeting had invites group to attend next event or meeting. Take more photos! Debrief! Ask the best volunteers (even if they are first-timers) if they’d like to stick around for a quick debrief. A debrief (even just a quick go-around with what went well and what could improve) can be an effective way to spend more time with volunteers, get to know them, thank them, and get them plugged into more activities. 5-10 Minutes Core Team September 3, 2017 Sustainability Process and Toolkit

71 Step 10Tools: Follow-up Sample letters Sample follow-up action planRecognition September 3, 2017 Sustainability Process and Toolkit

72 Sustainability Recognition Sierra Club National Awards   Municipal Awards Governor's Sustainability Awards (Illinois) – Awarded to municipalities Green Government Awards (may be defunct) ICMA Local Governance (sustainability) Awards (International City/County Management Association) Educational Institution Awards Green Ribbon Schools – awarded to schools Illinois Green Economy Network (Community Colleges)  STARS program - Sustainability Tracking, Assessment & Rating System™ for colleges and universities Business Awards Governor's Sustainability Awards (Illinois) – Awarded to businesses Illinois Green Business Association US EPA Listings Center for Corporate Climate Leadership WasteWise SmartWay Transport Partnership Downers Grove Green Business Recognition Program – for corporations Chicago Area Clean Cities (USDOE) – recognition program for green fleets September 3, 2017 Sustainability Process and Toolkit

73 Sustainability Recognition Facility Awards US Green Building Council Emerald Awards Program University of Illinois Energy Conservation Recognition Program Other Programs Illinois Environmental Council – legislative rating system for sustainability  Other green IEC certification programs include: USDA Organic – For farms or handling facilities that comply with USDA organic regulations; USDA Biopreferred – For commercial or industrial products (other than food or feed) that are composed in whole, or in significant part, of biological products, renewable agricultural materials, or forestry materials; Energy Star – For products that meet certain energy efficiency requirements; Design for the Environment – For products that contain only ingredients meeting stringent criteria developed by EPA scientists; WaterSense – For products and programs that save water without sacrificing performance or quality; EPEAT – Specifically for computers and displays that meet comprehensive criteria for design, production, energy use, and recycling September 3, 2017 Sustainability Process and Toolkit

74 Tim Milburn [email protected] 847-826-3314THANK YOU Tim Milburn Feedback What was good, missing, do this again? Rating?

75 EXTRA Materials: Frequently Asked About SubjectsMunicipal Aggregation Solar Photovoltaic Energy Conservation Etc. Concept: create educational resources for each of these subjects and make available (Aggregation example) September 3, 2017 Sustainability Process and Toolkit

76 Municipal AggregationMunicipal aggregation applies for electricity and natural gas, but has been much more commonly applied to electricity Municipal aggregation active in some communities – to see the status of your community: https://www.pluginillinois.org/MunicipalAggregationList.aspx Communities that sign up for aggregation benefit from volume purchasing and can negotiate a better rate than an individual consumer.  Typically, a municipality will apply the “Opt-out” process, which means everyone in the town is included and people can choose to opt out of the town’s commitment.  There is also an Opt-In process, which few communities have used, which means the town asks people to join and otherwise they are not included. This typically results in fewer participants and less purchasing leverage. Many communities that signed up in the first wave (e.g ish) have chosen to not re- up.  At this time, ComEd was tied into some long-term contracts that forced their rates to a certain level.  Alternative Retail Electricity Suppliers (ARES) were then able to broker power contracts from other power sources and beat ComEd’s prices.  In June of 2013, the ComEd contracts ended and they were able to negotiate (much) better rates and thus become very competitive with the ARES.  This change led to many communities not re-upping their aggregation contracts Data for electricity is manage on the Plug-in Illinois site. September 3, 2017 Sustainability Process and Toolkit

77 Municipal AggregationIf your community does not offer aggregation, you are on your own to select your electricity supplier.  Note, ComEd will still provide the billing services in all cases (in Northern Illinois).   If you want to learn about your supplier choices, the data are available at https://www.pluginillinois.org/Suppliers.aspx .  This site lists 57 ARES. I spoke to CUB and they used to maintain a fact sheet on the ARES.  There are so many choices and changes now they have discontinued this.  What they do provide is a Consumer’s Guide for ComEd Customers:  https://citizensutilityboard.org/electriccompetitioncomed/ This helps people avoid some pitfalls.  Nonetheless, it is up to the consumer to do the shopping. One recommendation before you shop is to check ComEd’s rates. https://www.pluginillinois.org/FixedRateBreakdownComEd.aspx From here, apply the CUB Consumers Guide and pick some ARES and find their rates or call.  Be sure to understand their terms and conditions in addition to rates.  Can the rates change at their discretion?  What happens if you want to change suppliers? September 3, 2017 Sustainability Process and Toolkit

78 Municipal AggregationIf you want to “buy” renewable energy, understand that this is not how it actually works.  What is available is to fund the Renewable Energy Credit (REC) market through a billing option.  Electrons cannot be bought and sold from power source to consumer, per se – they flow onto the grid and flow randomly to many places.  This means you cannot buy power from a particular wind turbine or wind farm – because the electricity is mixed up.  So, what is done is RECs are paid to the power companies who generate renewable energy (mainly wind power).  These RECs are funded by “green energy” contracts, either through aggregation or through individual sales.  Typically, this means if you are buying “green power” you are paying a little more than “brown power” (coal, natural gas and nuclear) to support the REC market.  Some of the ARES offer green power programs and you need to shop around to see. This is a clunky system at best, and puts the burden on the consumer to pick their energy supplier from 57 alternatives.   I would guess many people have gone back to ComEd or stuck with the ARES they used when aggregation was available (for those towns that have stopped aggregation).  If this applies to you, as a minimum, I would suggest you check your rate against ComEd’s.  if your town does not aggregate, you may want to call and see if this is under consideration.  Volume purchase should still carry some value and you might get your town to do the shopping. My CUB contact said she would speak to her communication person to see if they might offer more specific advice, but I would not wait on this.  They cannot pick and choose ARES for the consumers.  Similarly, municipalities cannot pick and choose suppliers outside of the aggregation process. September 3, 2017 Sustainability Process and Toolkit