SHARING OUR SUCCESS WITH CONGRESS

ADVOCACY ON CAPITOL HILL AND THE RETURN ON INVESTMENT (ROI) FOR THE NFJP

JANUARY 25TH, 2011A special thanks goes to Aditya (Adi) Ranganath who developed multiple ROI models for CHD Programs during his tenure with

CHD as a VISTA Volunteer

YOUR HOSTS FOR THIS WEBINARDavid Strauss – Executive

Director, AFOPAyrianne Parks –

Communications Director, AFOPChris Paige – Deputy CEO,

California Human Development

WEBINAR OBJECTIVES ADVOCACY ON CAPITOL HILL: THE ESSENTIAL

ELEMENTS REVIEW THE CONCEPT OF ROI OR RETURN ON

INVESTMENT EXAMINE AND UNDERSTAND THE ROI CALCULATIONS

FOR THE NFJP TOUR THE NATIONAL ROI TEMPLATE LOOK AT KEY ASSUMPTIONS AND DATA BEHIND THE

TEMPLATE TOUR THE PRESENTATION OF SUMMARY ROI DATA LOOK AT NEXT STEPS FOR COMPLETING BOTH THE

NATIONAL AND YOUR LOCAL ROI TEMPLATE

ADVOCACY ON CAPITOL HILL

Advocacy work on the hill is more important than ever with major cuts in funding looming. You are helping farmworkers make their voices heard by members of Congress.

THE ESSENTIAL ELEMENTSOVERVIEWSetting up the appointmentConducting the visitFollow-up after the meeting

SETTING UP THE APPOINTMENTSet up your appointments well ahead of

your visit to DC—two weeks is preferableBe sure to dress in business attireAllow at least 30 minutes between appointments.Allow extra time before the

appointment to go through securityUnderstand the strange office numbering

on the House side.

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CONDUCTING THE VISITIf possible, go as a team of two, or at most,

threePrepare yourself for a meeting of 10-15

minutes, but be flexibleLook for cues on timeBe sure to exchange business cardsBe sure to give the staffer the written

information they will need to understand your visit—no more than one page

Be very courteous at all timesAlways tell the truth: If they ask a question you

don’t know the answer to, admit that you don’t

ALWAYS MAKE “THE ASK”Even if you are having a great

conversation, and there’s a lot of empathetic nodding and smiling, you can’t be sure you have the office on board with our issue unless you ask.◦ Toward the end of the meeting, you can

ask, “So, do you think we can count on Rep. ____ to let Chairman Rehberg know that he/she supports the funding increase for the National Farmworker Jobs Program?”

AFTER THE MEETINGComplete the evaluation formEmail or fax a thank you to the staffer

and/or elected official Think about something you can invite

them to that showcases the success that you described to them in your visit

Keep them updated on your successIf you have engaged growers positively,

ask them to communicate to the elected official

REMINDER: YOU ARE THE EXPERTS ON FARM LABOR IN THE DISTRICT/AREA/STATE REPRESENTED BY THE CONGRESSPERSON OR SENATOR. EMBRACE THAT BY KEEPING THE ELECTED OFFICIAL INFORMED ON A REGULAR BASIS.

THE CONCEPT OF RETURN ON INVESTMENT OR ROI

THINK OF THE GOVERNMENT AS AN INVESTOR IN FARMWORKER WORKFORCE DEVELOPMENT

OUR ROI ANALYSIS VIEWS THE NFJP FUNDING AS AN INVESTMENT IN FARMWORKERS AND RURAL COMMUNITIES

WE THEN CALCULATE THE RETURN TO THE INVESTOR FOR EACH $1.00 INVESTED IN THE NFJP AS WELL AS THE LARGER SOCIAL RETURN TO FARMWORKERS AND RURAL COMMUNITIES.

OVERVIEW OF THE ROI CALCULATIONS

OUR ROI MODEL CONTAINS 5 BASIC CALCULATIONS:

1. The Government’s Investment in the NFJP 2. The wages earned by the farmworkers placed in

jobs who retained those jobs. 3. The taxes paid by these farmworkers4. The local economic impact of the wages earned

and the associated taxes paid5. As estimate of Cost Savings to the Government

from reductions in UI, SSI, TANF and Food Stamps.

OUR ROI FORMULA

Farmworker wages earned + Farmworker Taxes Paid + Local Economic Impact of said wages + additional taxes generated + Cost Savings to the Government

÷The Government’s Investment

The NFJP ROI TEMPLATEOUR ROI CALCULATIONS ARE MADE WITH AN

EXCEL SPREDSHEET WHICH WE WILL CALL THE TEMPLATE

WE’RE GOING TO JUMP BACK AND FORTH BETWEEN THIS POWERPOINT AND THE TEMPLATE

THE TEMPLATES HAS A SHEET FOR THE CALCULATIONS LINKED TO A SUMMARY SHEET

HERE COMES THE TEMPLATE

KEY FIGURES IN THE TEMPLATE 1THE INVESTMENT In this national template the

investment is $76,710,000THE RETURN ON INVESTMENT Earnings: We see that the NFJP

Placements x the retention rate x earnings (6 months) x 2 (to annualize earnings) = $85,081,500

Note: Discount Factor is 8% -- sometimes good things happen without us!

KEY FIGURES IN THE TEMPLATE 2Economic Multiplier: We next

use an economic multiplier of 2 to calculate that these earnings result in an additional $54,749,945 in local economic activity.

SIGH...

Some people think accountants are just boring number crunchers…but actually 47% of 235 people covering 34% of the demographic profile thought that 39% of accountants were….

KEY FIGURES IN THE TEMPLATE 3Taxes: We then estimate the tax

gains from placements at $17,827,731, and the induced taxes from the additional local economic activity at $30,331,555.

KEY FIGURES IN THE TEMPLATE 4Cost Savings: NFJP enrollees do not

rely heavily on TANF, Food Stamps, SSI, but a significant number are unemployed and collect UI. Using assumptions you can review in the template, and demographic data from the June 30, 2010 WIASPR reports we estimate cost savings to the government of $34,129,232.

ROI SUMMARYThe ROI summary is on the 1st tab

of the Template.For each $1.00 invested in the NFJP:

◦The Return to the government from taxes and cost savings is $1.05

◦Farmworkers Placed in jobs earn $1.11◦The net Additional income to rural

communities is $ .71◦For a Total ROI of $2.90 ◦for the $1.00 investment.

The Summary Sheet Template Tab 1Goal – To Tell the NFJP ROI Story

◦NFJP SUMMARY◦WHAT NFJP FUNDS DO◦NFJP PROGRAMS RESULTS FOR PY

2009/2010◦WHAT IS ROI◦WHY NFJP IS A GOOD INVESTMENT◦ROI SUMMARY: EACH $1.00 INVESTED RETURNS $2.90 FOR A ROI OF 290%.

Next Steps From AFOPWe will review all figures in our national

template to ensure accuracy of data.Dave’s staff will customize Tab 1 of the

Template to tell the National Story.Dave Strauss will send you the National

Template. By inserting the data from your agency/state/region you will have a ROI report specific to your agency.

You can customize Tab 1 to tell your story.