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    The Rocky and Rewarding Road to

    Sustainability Partnerships

    A Community InvestmentApril 8 2008

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    Special Guest Speakers

    SecretaryMarin

    AdmiralHering

    SenatorKehoe

    "The Rough and Rocky but Rewarding Roadto a Sustainability Partnership"

    Workshop Sessions

    Purpose Focus &Motivation(1)

    Turning Talk into

    Reality(2)

    BuildingStructure(3)

    Measuring toManage &

    Sustain(4)

    Case Study:Field Station(5)

    Sustainability& Strategic

    Planning(6)

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    Agenda

    1:00 - Introductions1:05 - Admiral Len Hering1:35 - Secretary Rosario Marin2:05 - Senator Kehoe2:35 -

    Purpose Focus and Motivation2:55 - Turning Talk into Reality3:15 - Building the Structure3:40 - Measuring to Manage and Sustain4:00 - Building a Sustainable Field Station

    4:20 - Sustainability and Strategic Planning4:30 - Adjournment

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    Introductions

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    Admiral Len Hering

    Commander, Navy Region Southwest

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    Rosario Marin

    Secretary, State and Consumer

    Affairs Agency

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    Christine Kehoe

    California State Senator

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    Prepare and Sign the Charter

    Build an Effective

    Organizational Structure

    Strategic Plan

    & Metrics

    San Diego Regional Sustainability Partnership

    Development Timeline

    Future

    Oct 2005 Nov 2006 Jan 2008 Apr 2008 2009

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    Prepare and Sign the Charter

    Initiate Dialogue

    Build Team

    Establish Guidelines

    Build Charter

    Sign & Celebrate

    San Diego Regional Sustainability Partnership

    Development Timeline

    Oct 2005 Nov 2006Mar 2006

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    Build an Effective Organizational Structure

    Membership Management

    Logo, & Web Site

    Manage Committes Check to Modify

    Annual Meeting

    San Diego Regional Sustainability Partnership

    Development Timeline

    Dec 2006 Feb 2007 Oct 2008

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    Strategic Plan & Metrics

    Prepare for BoD

    Elect & Empanel BoD

    Metrics Task Order Educate & Empower Community

    Make Org. Sustainable

    San Diego Regional Sustainability Partnership

    Development Timeline

    Future

    Nov 2008 Jan 2008 Mar 2008 2009

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    Purpose, Focus and Motivation

    Josh Gelfand

    Eco Investment Network International, Inc.

    www.ecoinvestmentclub.com

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    What is the California Center for

    Sustainable Energy (CCSE)?

    We are an independent, nonprofit,We are an independent, nonprofit,mission driven organization workingmission driven organization working

    to create a sustainableto create a sustainableenergy future.energy future.

    We are your guide on the journey toWe are your guide on the journey toa sustainable lifestyle.a sustainable lifestyle.

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    Our Purpose: to help the communityachieve the Triple Bottom Line

    Help Green Your World

    Put Green in Your Pocket

    Teach Green Living

    People - Planet - Profit

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    Find Purpose by answering the Ws

    Why do we need this organization?

    What void are we filling?

    will we accomplish?

    Who should be involved?

    When will we begin and achieve ourobjectives?

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    WHY?

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    WHAT?

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    What is Sustainability?Sustainability means living and working

    as if you really believe there is atomorrow

    www.energycenter.org

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    What is Sustainability? Sustainability is a characteristic of a process or state that

    can be maintained at a certain level indefinitely. Wikipedia

    A concept that balances the interconnectedness of theenvironment, economy and the quality of life and that

    recognizes the importance of the stewardship over each: SDRegional Sustainability Partnership Charter

    Meeting the needs of the present without compromising theability of future generations to meet their own needs.Brundtland Commission, USEPA

    Managing finite resources today for an infinitetomorrow.

    SDRSP Vision statement

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    What?

    What void are we filling?

    Disjointed sustainability and environmentalcommunity

    Need to open lines of communication

    between sustainability stakeholders

    Need a hub of resources and information

    Educate and Empower

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    WHO?

    21

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    WHO? Who is the leadership?

    Who are the members?

    Who is the target?

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    WHEN?

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    Keep our focus through the Cs

    Consistency

    Clarity

    Communication

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    Consistency

    Message must be continuously fed from

    the top down to keep everyone on thesame page

    Requires leadership and commitment,which is especially challenging in a

    volunteer organization

    25

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    Clarity

    Messaging must be concise

    Everything must have a clear definition tokeep membership on the same page

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    Communication

    Regular meetings, emails and

    conversations must be consistent

    It is the responsibility of the leadership tokeep committee members andstakeholders involved and constantly

    aware of progress

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    Guidelines for successT.I.P.

    Transparent

    Open and available information and resources

    Inclusive

    Vital to keep enthusiasm and membershipinvolvement

    Proactive

    Dont just talk the talk WALK THE WALK!

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    We all must be Leaders! We cannot serve the needs of our energy

    future by being risk averse in a world full of

    risk!

    We must be consistent over long term in word

    and deed and speak candidly about choicesconsumers and organizations make!

    We must clarify for consumers, industry andgovernment the choices that provide for asustainable future and those that do not!

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    Please make your voice heard

    Demand that government make climate

    change mitigation and adaptation apriority.

    Support and encourage actions to reducegreenhouse gas emissions and adapt to

    coming changes.

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    What must you do? Educate yourself!

    Get involved!

    Discuss, Debate and Influence!

    Vote!

    www.energycenter.org

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    For More Information: Josh Gelfand

    (619) 726-8143

    [email protected]

    www.sdrsp.org

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    Turning Talk into Reality Drivers

    Dialogue

    Ground Rules

    Charter Development Celebrating Success

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    Why Collaborate ?

    Drivers

    Federal InitiativesExecutive Orders 13423, 13352Energy Policy Act of 2005

    Federal Acquisition Regulations (FAR) State of California Legislation &

    Executive Orders

    Individual Agency/Departmentalpolicies Industry Standards

    Ed Pinero

    White House Office of theFederal Environmental

    Executive (OFEE)

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    World Drivers

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    San Diego Region

    California yesterday (1960)

    15.8 million residentsCalifornia today

    34.8 million resident

    California tomorrow (2040)

    58.7 million residents

    The Challenge Sustain our smart growth initiatives

    21st Century Changes

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    A time for..Government

    Corporations

    Community

    to reinvent themselves

    21st Century Changes

    New Vision, Solutions, and Partnerships

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    Partnership Benefits

    Walking the same path.

    Maximizes operationalefficiencies

    Eliminates redundancies Adds flexibility and

    responsiveness Reduces and avoids costs Improves product quality

    and contract delivery Overcomes resourcelimitations

    Enhances decision making Improves regulatory

    compliance

    Enhances security Improves Health & Safety

    performance Reduces environmental

    impacts Gets the most out of their

    people

    Improves organizational andinfrastructure efficiency Improves resource

    utilization Does more with less

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    Quantifiable and Intangible

    Tier 1:Optimize Business

    Costs

    Tier 2:

    EnhancedCustomerSatisfaction

    Tier 3:

    EnhancedImage, Goodwill,Community

    Tier 4:

    Benefits to

    Productivity,Economy and

    Environment(Externalities)

    Most Tangible to Least Tangible

    Benefit of Business Participation

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    Partnering for Success

    Partnering helps you leverage the resources,

    knowledge, creativity, assets and personalenergies of yourself and stakeholders to helpbetter achieve your organizational goals.

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    Dialogue is a disciplined and interactive process of

    speaking, listening and inquiring among peers that:

    1)Expands collective knowledge

    1)Turns unproductive debate into focused outcomes

    1)Helps form new approaches to solving complex(environmental) issues

    1)Identifies existing partnerships and forums

    1)Initiates Leadership

    Begin With a DialogueBegin With a Dialogue

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    Leadership CharacteristicsLong term perspective & a global mindset

    Passion for sustainability

    Influence & persuasion rather thancommand & control

    Tenacity

    Optimism & positive actionCapacity for innovation

    Integrated thinking

    El t f S

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    Elements for Success

    Focus on the end-goal

    Create conditions such that partneringbecomes comfortable

    Understand the other parties involved

    Appreciate and respect each othersdifferences

    Celebrate partnering milestonesPromote and advertise success

    P P hi

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    Promote Partnerships

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    The Charter ExperienceChallenge:

    To be sensitive tostakeholder perspectives

    To be meaningful whileavoiding too much detail

    Process: We facilitated

    collaborative sessions

    We documented issues

    and ideas We initiated a 6 month

    process- participantturnover

    Lessons Learned:

    To manage expectations

    To establish an end point

    To be patient

    To celebrate the event!

    C l b ti S S Di

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    Celebrating Success: San Diego

    Regional Sustainability Partnership

    44 Organizational Members

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    Building the Structure Committees

    Communications Goals

    Board of Directors

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    Committees Create Structure

    Volunteers Keep Focused

    Look for Opportunities Socialize

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    Create Structure Core focus

    Support, or Sustainability? Strengths and Weaknesses

    What Political challenges exist?

    Is the timing right? Allows for an Efficient use of

    resources

    Provides Accountability

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    Volunteers Individual attributes

    Do they have the right skills?

    Committed and Responsible?

    Team Players?

    Leadership must Motivate

    Praise

    Advertise for conscripts Respond to Inquiries

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    Keep Focused Chairperson Skills

    Use an agenda Divide content from process

    Appoint a Secretary

    Only track actions

    Stay on time

    Meeting Norms

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    Look for Opportunities Network

    Stay in touch with Members Track events

    Scour the internet Probe outside your circle

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    Socialize Fun is important

    Builds trust Rewards others Show

    real interest

    Free lunch helps!

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    Communications

    Branding Platforms

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    Branding Acronym

    Logo Mission

    Vision

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    Platforms Web Site

    Listserv, or Email Newsletter

    Discussion Board

    Pictures and Video

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    Goals Guidance & Organization

    Short Term & Long Term Tangible

    Deliver and Report

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    Guidance & Organization Categorization

    Be specific Strategic Management

    Provide examples

    Simple format

    Has it been vetted?

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    Short Term, Long Term Short

    Motivate Create momentum

    Examples: membership list, meet regularly,generate meeting minutes, create a web site

    Build discipline

    Long term

    Sustaining the organization

    Examples: fund raising, secure 501 (c) (3),Develop a Case Studies database

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    Tangible What have you done for me lately?

    Perception is Reality Its hard to argue with Results

    Creates Credibility

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    Deliver and Report Deliver results or reconfigure

    Generate a report

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    Board of Directors Member, or Board

    Utilize the Network Standard Operational Procedures

    Vote and Empanel Transition

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    Summary Committees are critical to success

    Communicate the Message Establish & Achieve Goals

    Board of Directors can elevate the org.

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    Document Examples

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    Vision: To advance a sustainable future in the San Diego Region.

    Mission:Sh S t i bilit i f ti ith b hi th bli i t

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    1Share Sustainability information with our membership, the public, private

    sector, government, and other non-profits.

    2Build working relationships between Sustainable minded

    organizations.

    3 Encourage Sustainable behaviors in and outside the Partnership.

    4 Measure the Regions progress toward a sustainable future.

    Strategic Categories:1 Membership: number of participants/meeting, volunteers, subcommittees, etc.

    2 Outreach: activities, workshops, conferences, etc.

    3 Communication: website, newsletter, discussion board, etc.

    4 Management: number of meetings, participants, assignments, etc.5 Products: best practices, case studies, etc.6 Sustainability: goals related to the metrics for that area

    Goal Criteria:1 Meaningful to the Partnership2 Consistent with the Partnerships vision, and mission3 Does it help Communicate sustainability concepts4 Will it help influence/change behavior to be more sustainable5 Does it bring other Sustainability groups in the region together

    6 Understood by all committee members7 Attainable within a year8 Realistic and challenging9 States what, who, where10 Measurable

    GoalExamples

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    GoalExamples

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    Goal Category %Comp Target Date Lead(s) Phone

    Retain 30 active and diverse members

    in effective workgroups. Brand/Marketing 66% July Don Wells 619-237-6210

    Recommend Mission/definition

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    submitted to BofD Brand/Marketing 25% March Don Wells 619-237-6210Clarify and approve purpose & key

    message points for all written

    materials, press releases, slide

    shows, blogs, Web sites, etc Brand/Marketing 0% April Barbara Burton 858-454-0708

    Develop an effective marketing plan for

    partners and the public acrossappropriate platforms and vehicles Brand/Marketing 0% July Barbara Burton 858-454-0708

    Develop effective fund-raising

    strategies Brand/Marketing 0% July

    Establish an effective newsletter. Public Relations 0% Quarterly Mary Montgomery 619-544-3610

    Create and coordinate partnership andpublic events Public Relations 0% On-going

    Develop a compelling, dynamic

    website Web/Digital 0% April Jeffrey "JP" Pohlmann 619-594-8026

    Develop and deploy a we based forum Web/Digital 0% April Jeffrey "JP" Pohlmann 619-594-8026

    Develop Partner Discussion Board Info Management 0% June Andrea Calbow 619-321-6715

    Develop a SDRSP archive for historicalreference Info Management 0% June Andrea Calbow 619-321-6715

    Develop a searchable case studies

    database. Info Management 0% 3rd Q

    Develop relationship with each SDRSP

    committee to provide commuinication

    & marketing support Communication 0% May Don Wells 619-237-6210

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    Measuring Success to Manage Why Measure?

    How to Start Planning the outcome

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    SDRSP Metrics Task Force

    Develop measurable sustainability goalsand benchmarks, which can be used inprograms and initiatives

    Identify a coordinated sustainability visionfor the region

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    Why Measure Sustainability Set Effective Priorities

    Continuously Improve

    Encourage Innovation Enable Accountability

    Allow for Strategic Planning and Goal-Setting

    Communicate Results of Programs andServices

    Results Become the Focus

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    What is an Effective Metric? Representative Reflects Drivers Publicly Available Understandable Relevant

    Comparative Quantifiable Time-based and Normalized

    Unbiased and Validated Transferable

    Metrics Task Force

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    Structure

    Non-Governmental

    Organizations

    Non-Governmental

    Organizations

    Academic Communi tyAcademic Community

    Scientific

    Community

    Scientific

    Community

    Government & Economic

    Development Agencies

    Government & Economic

    Development Agencies

    SDRSP Commit tee

    & Advisory Panel

    SDRSP Commit tee

    & Advisory Panel

    Regional Planning

    Agencies

    Regional Planning

    Agencies

    Metrics

    Task Force

    MetricsTask Force

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    Sustainability Metrics Process

    Following the metrics lifecycle closely helps to structure metrics

    development effectively and to communicate value to stakeholders

    Benchmarking

    Metrics

    Selection

    CommunityOutreach

    StakeholderSurveys

    Data Collection

    & Scorecard

    Work Plan

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    Identify metrics development framework

    Collate existing regional metrics data Identify new metrics

    Establish a benchmark for evaluating

    progress Propose deliverables

    Issue Sustainability Scorecard in 2009

    Develop Metrics Tool

    External Benchmarking Surveys

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    g yDesign Framework What is the framework for

    design?

    What is the framework forevaluation? What are the stakeholder

    boundaries? What sectors are captured?

    Organization/Operation/Execution

    What is the formative process?

    How is data managed? What is the communication

    process?

    What is your Quality Assurance

    process?Measuring Results

    Have you/your organizationpublished any

    documents/reports onmeasuring sustainability?

    What are the lessons learned?

    Cities & Organizations in Survey

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    g y

    Pasadena, CA

    San Mateo County

    Long Beach, CA

    Bay Area Alliance

    Sustainable Silicon Valley

    Green Valley Initiative(Riverside/SB Counties)

    Riverside, CA

    Santa Monica, CA

    Portland, OR

    Chicago, IL

    Denver, CO

    Boston, MA

    Omaha, NE

    Seattle, WA

    Navy, USMC

    Regional Agencies

    University ResearchActivities

    External Associations in Survey

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    y

    Global Reporting Initiative

    Global Environmental Management Initiative

    International Council for Local Environmental Initiatives World Business Council for Sustainable Development

    Zero Waste International Alliance

    California Air Resources Board California Water Resources Board

    Western Climate Business Association

    Dow Jones Sustainability Index

    Airports Council International North America

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    INTERCONNECTED MEASURES

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    Environment Indicators

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    Air Indicators CO2 emissions from

    transportation

    CO2 emissions by source(fugitive, stationary)

    CO2 emissions relative to1990 levels

    Air quality: CO, SOX, O3,NOX (GreenhouseGases)

    Days per year that airquality standards are met

    Awareness Indicators Number of environmental

    education programs for

    community Number of environmental

    education programs at K-12 level and universities

    Percent of population thatperceives pollution as apriority

    Resource Indicators

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    Energy Indicators Average annual

    residential electricityconsumption

    Total energyconsumption:

    Consumption fromnon-renewablesources

    Consumption from

    renewable sources Gasoline consumption

    per capita

    Hazardous MaterialIndicators

    Manufacturing workers

    per pound of toxicchemicals released intothe air

    Toxic chemicals released

    or transferred Total area of

    contaminated sites Hazardous waste

    generated

    Resource Indicators

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    Recycling Indicators

    Percentage of solid wasterecycled

    Percent of recyclableproducts actually recycled

    Average post-consumerrecycled content of officepaper purchases

    Interaction with SDRSPCommittee

    Water Indicators Residential water

    consumption Commercial water

    consumption

    Gallons of water useddaily per person

    Water resource depletionrates

    Water consumptionversus total annualprecipitation

    Economic Indicators

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    Economic Performance Economic value generated

    Financial risks and opportunities Financial assistance and incentives from government

    Market Presence Wage ratio ranges to minimums Local based suppliers Local hiring: line to management

    Indirect Economic Impacts

    Infrastructure public benefit investment Other indirect impacts & extent

    The Sustainable Seattle Model

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    Sustainable Santa MonicaCity Plan Goal Areas

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    Resource Conservation

    Environmental and

    Public Health

    Transportation

    Economic Development

    Housing

    Open Space and Land Use

    Community Education and

    Civic Participation

    Human Dignity

    Goals represent commitments for both municipal

    operations and the community as a whole

    Resource Conservation

    Goals: Decrease consumption of non local non renewable

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    IndicatorsSystem Level

    Energy consumption

    Water consumption

    Solid Waste generation and diversion

    GHG Emissions

    Ecological Footprint

    Program Level LEED Certified Buildings as % of New Construction

    Goals: Decrease consumption of non-local, non-renewable,non-recyclable energy, water, materials and fuels

    and promote renewable resource use

    Housing

    Goals: Provide a mix of affordable livable and green housing

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    Indicators

    System Level

    Availability and distribution of affordable housing

    Affordable housing for special needs groups

    Program Level

    % of new housing units in non-residential zone districts

    % of new units within mile of transit / open space / grocery store % of new and rehab units that meet green building requirements

    Goals: Provide a mix of affordable, livable and green housing

    types for people of all socio-economic, cultural and household groups

    What Gets Measured Gets

    Managed

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    Managed One size does not fit all

    Map metrics to partnership mission Select metrics that have meaning

    Utilize data already collected

    Avoid over measurement

    Be consistent from year to year

    Use metrics to motivate behavior---do not collectdata for datas sake

    For More Information:

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    Dave Meyer

    (858) 514-8822

    [email protected]

    www.sdrsp.org

    "It was nuclear winter. It was like Armageddon.It looked like the end of the world."

    Mitch Mendler, a San Diego firefighter

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    1

    Demonstration Project:Sky Oaks Field Station

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    Field Stations Program:

    New Opportunities and Challenges

    Matt Rahn, Ph.D.

    Executive Director

    Our Mission:

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    To support teaching, research and education onthe ecosystems of southern California by

    collecting, understanding, and sharingenvironmental data

    In keeping with this goal, the stations aremanaged for the long-term preservation ofnative fauna and flora

    Our Goal:

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    To work with faculty, researchers, students, andcommunity members to collaborate with us so

    that we can make lasting contributions tounderstanding and sustaining natural systemsand processes

    To apply this information to regional issues

    Sustainable Development

    The Importance of Information:

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    Legacy of Data

    Current Research

    Future Research Potential

    A Network of Four Field

    Stations:

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    Stations:

    1600 AcresNortheast San Diego County17 miles north of Warner

    Sky Oaks Biological Field Station

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    Chaparral

    Pine Forest

    Coast Live Oak Woodland

    Coastal Sage Scrub

    17 miles north of WarnerSprings

    1,183 m (3,880 ft) to 1,829m (6,000 ft)

    Resource to the Region

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    Regional Planning Watershed, habitat

    Land Use Change Monitoring of habitats and biodiversity

    Water and Air

    Ozone, water quality Public Safety & Homeland Security

    Wildfire

    Community Outreach Tours, art, science, cultural center

    Workforce Training

    HPWREN-Wireless Sensor Networklargest wireless network for sensing the environment in the U.S.

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    ROADNetFSML

    Early-Warning Environmental Network

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    Earth Quakes

    Sound

    Pollution

    Flooding & Water Quality

    Air Pollution, Santa Ana Winds

    Wildfire

    Visual Sensing & Analysis

    Classroom Learning: Carbon Flux in the Classroom

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    Doug Deutschman

    Walt Oechel

    SDSU Researchers

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    Biology Department

    Environmental Sciences

    Geography Department

    Geology Department

    Ecology

    Civil Engineering

    Environmental Engineering

    Anthropology

    Universities at SMER

    CSU Los Angeles CSU PomonaCSU Northridge CSU San Marcos

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    CSU Northridge CSU San Marcos

    UC Riverside UC San Diego

    UC Irvine UC Davis

    Scripps Institution of Oceanography

    European Forest Institute, Finland

    Michigan State University

    Mira Costa Community College

    Grossmont College

    Vanderbilt University

    University of Oregon

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    Field Stations Web Usage

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    Coyote Fire

    2003

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    Sky Oaks Aerial Photo

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    Core Building Floor Plan

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    First Story Second Story

    Building Requirements

    Fi R i ti M t i l

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    Fire Resistive Materials

    Sustainable Products/Green Building

    Leed Certification

    Demonstration Project

    Edtek Cogen

    System

    Daily Output Per

    Unit12kwh/day electrical power

    27 6k h/d th l

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    y27.6kwh/day thermal power

    80 gallons of 185 degree

    water/day

    Programmable two axis sun

    tracking

    800:1 collection ratio with dish

    2400:1 within condenser prism

    array

    Stainless steel heat exchanger

    For More Information:

    Dave Rosenberger

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    Dave Rosenberger

    (858) 822-8359

    [email protected]

    www.sdrsp.org

    For More Information:

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    619-594-0580

    [email protected]

    http://fs.sdsu.edu

    www.sdrsp.org

    Sustain. & Strategic Planning -

    Elaine Definition Mission Key Strategies Goals

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    Definition, Mission, Key Strategies, Goals,Objectives

    Rewarded with Accomplishments

    Build a sustainability Partnership in your

    town Conclusion

    For More Information:

    Elaine Rosenberger

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    Elaine Rosenberger

    (858) 344-7469

    [email protected]

    www.sdrsp.org

    Questions?

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