CommunityWorkforceAgreementonStandardsandCommunityBenefitsintheCleanEnergyWorksPortlandPilotProject

9‐24‐09

INTRODUCTIONCleanEnergyWorksPortland(CEWP)isaninnovativeefforttodeliveraffordablehomeenergyupgradesbytestingnewwaysofdeliveringenergyefficiencytohomeownersinPortland.Theprojectisintendedtosaveenergy,reducecarbonemissions,improvehomecomfortandhomevalues,andcreatenewjobsandlong‐termemploymentopportunitiesandcareerpathsforPortlandarearesidents.CEWPisabouttoembarkonapilotprojectphaseduringwhichitisanticipatedthatapproximately470Portlandareahomeswillbeauditedandretrofittedbetweenthisfallandsummerof2010.Afterthe470‐homepilotphase,theCityofPortlandandtheEnergyTrustofOregonwillsignificantlyscaleupCEWPinanefforttoretrofittheestimated100,000qualifyinghomesinMultnomahCountyoverthenextseveralyears.TheCityhasassembledagroupofdiversestakeholderstoworkthroughaprocesstocreatethebelowcommunityworkforceagreement(CWA)onthecommunityandworkforcestandardsandbenefitstobeincludedinthepilotphase.Thecommunityworkforceagreementwillhelpensureequityforwomen,peopleofcolor,andotherhistoricallydisadvantagedorunderrepresentedgroupsintheimplementationofCEWP.Inaddition,theassembledstakeholdersarerecommendingstandardsandcommunitybenefitstobeincludedinthescaleupofCEWPafterthepilotphaseconcludesbasedontheircollectiveexperienceandonlessonslearnedduringthepilotphase.Thesmallscaleofthepilotprogramdoesnotallowforalldesirablestandardsandcommunitybenefitstoberealizeduntiltheexpansionoftheprogramtakesplace.(SeethediagraminAppendixAformoreinformationontherelationshipbetweenthisCWAandaCWAforthescale‐up.)

TheAgreementWhereas,CEWPisaleadingnationalmodelforsavingenergy,creatingjobs,improvinghomes,reducingcarbonemissionsandpromotingequitybycreatingeconomicopportunitiesandcareerpathwaysforhistoricallydisadvantagedorunderrepresentedpeople,includingpeopleofcolorandwomen,andWhereas,thePortlandmetroareaiscommittedtogrowinggreenbusinessesandagreeneconomythatputspeoplebacktoworkandprovidesnewemploymentopportunitiestodisadvantagedcommunities,asreflectedinthe5‐yearEconomicDevelopmentStrategyandotherdocuments,and

Whereas,theCity’sAmericanRecoveryandReinvestmentAct(ARRA)ResolutioncallsforequitywhiletheRegionalEquityAtlasdemonstratestheneedforongoingadvancementofequityforpoorpeople,peopleofcolor,andwomenasakeycomponentoftheregion’sdevelopment,andWhereas,theCity’sARRAResolutionalsorecognizesthatwell‐trainedworkersearningdecentwagesandbenefitsproducequalityworkastheycontributetothegoodofthecommunity,andWhereas,theCity’sCEWPResolutioncallsforcreatingcontracting,subcontracting,trainingandemploymentpoliciesthatwillstriveto:

o Providepathwaystoprosperityforallworkers;o Offercompetitivewagesthatleadtoalastingcareer‐track;o Involvestakeholdersandcommunitymembersindevelopingandenactingpoliciesand

processes;o Driveaccountabilityandcontinuouslyevaluateperformancetowardsgoals,and

Whereas,theCity’sClimateActionPlancallsfora40%reductionintheregion’sgreenhousegasfootprintby2030throughstrategiesforresidentialenergyefficiencydeepretrofitting,amongotherthings,andgreenjobsasakeycomponentoftheregionaleconomy,withproductsandservicesrelatedtocleanenergyprovidingliving‐wagejobsthroughoutthecommunity.Whereas,thedevelopmentofCEWPhasbeenmarkedbyanimpressivedegreeofcollaborationamongandcontributionsfrompublic,private,nonprofit,community,andlaborinstitutions,andWhereas,numerousstakeholdershaveworkedhardinashortperiodoftimetoidentifythewaysinwhichtheCEWPcanbesuccessfulwhilesettinghighstandardsforinclusiveeconomicdevelopmentandbroadcommunitybenefits,Now,therefore,itistherecommendationoftheundersignedpartiesthatthefollowingstandardsandcommunitybenefitsbeincorporatedintotheimplementationofthe470‐homepilotphaseofCleanEnergyWorksPortland.

I. GOALSANDTARGETS

BecauseoftheuniquecontractualandlegalframeworkofCEWP,andbecauseoftherelativelysmallsizeofthepilotprogram,therearesomedesiredstandardsandcommunitybenefitsthatcannotbeachievedsimplybyapplyinguniversalcriteriatoallcontractorsparticipatingintheproject.Ensuringequityandbroadopportunityintheprojectwillrequireassemblingtherightmixofcontractorsintheoverallpool,organizingcommunityexpertiseinsupportofthegoals,andestablishingminimumqualificationsforandrequirementsonallcontractors.Therefore,theCity,EnergyTrustandanewstakeholderEvaluationandImplementationCommitteeshallworkcloselytogethertoachievethefollowinggoalsandtargetsintheCEWPpilotproject.o LocalHire:Atleast80percentofemployeesusedintheCEWPpilotprogramhiredfromthelocal

workforce.

o Family‐SupportingJobs:WorkersparticipatinginCEWPpilotprojectretrofitswillearnnotlessthan180%ofstateminimumwage.

o HealthInsurance:StrivetoensurethatemployeesonCEWPpilotprojectjobshaveaccessto

adequateandaffordablehealthinsurance,andworktomitigatetheburdensonsmallcontractors

associatedwithprovidinghealthinsurance.

o DiverseWorkforce

Historicallydisadvantagedorunderrepresentedpeople,includingpeopleofcolor,women,andlow‐incomeresidentsofthecityperformnotlessthan30%oftotaltrades&technicalprojecthoursinthepilot.Aspractical,contractorsshouldhaveafirstsourcehiringagreementwithqualified

trainingprogramstomeetthisgoal.Formerlyincarceratedindividualsseekingnewopportunitiesforresponsiblecitizenshipand

economicself‐sufficiencyarepresentedwithemploymentopportunitiesleadingtoacareerinweatherizationand/orconstruction.

o DiverseBusinessParticipation:Businessesownedbyhistoricallydisadvantagedorunderrepresentedpeople,includingpeopleofcolor‐andwomen–ownedbusinessesmakeupnotlessthan20%ofalldollarsintheCEWPpilotproject.

o Highly‐skilledWorkforce:Resourcesforcontinuingeducationandcertificationareavailablefor

thosecomingintotheindustryaswellasthosewantingtoincreasetheiropportunitiesforupwardmobilitywithintheindustrythroughregisteredapprenticeshipandothercareerpathwaystrainingsintheregion.

II. INDIVIDUALCONTRACTORQUALIFICATIONSANDREQUIREMENTSToensurethattheCEWPpilotmeetsthegoalsandtargetsforcreatinggoodjobs,socialequityandqualityworkdescribedabove,individualcontractorsmustmeetthefollowingminimumcriteriatobeconsideredforaCEWPpoolofparticipatingcontractors:

A. Contractorsandtheirsubcontractorswillpaywagesthatareatleast180%ofOregonstateminimumwage,unlessfederalprevailingwagesforresidentialweatherizationandenergyefficiency

retrofitworkishigher,inwhichcasethehigherwagerequirementwillapply.B. Contractorswillhavesufficientskillstoconductenergyefficiencyretrofitsandweatherization

projectswithahighdegreeofqualityandcustomersatisfaction,suchskillstobedemonstratedbyapprovalasanEnergyTrustHomeEnergySolutionsTradeAllyandOregonHomePerformancewithENERGYSTARBuildingPerformanceInstitute(BPI)Certified.

C. Contractorsandsubcontractorswillhire100%ofnewworker/installerweatherizationemployeesfromadesignatedtrainingprogram,asdescribedinsectionIV,until50%ofcontractor’s

totalnon‐supervisoryworker/installerweatherizationemployeemonthlyworkhoursoncoveredprojectsareperformedbygraduatesofadesignatedtrainingprogram.ThisprovisioniswaivedifnotrainingprogramhasyetqualifiedundersectionIV;ifallgraduatesofdesignatedtrainingprograms

arecurrentlyemployedinweatherizationworkorhavewaivedtheirpriorityemploymentstatus;ifthecontractorcandemonstratethatnosuitablegraduatesofdesignatedtrainingprogramsareavailable;orifnotrainingprogramhasthecapacityandabilitytotrainexperiencednewhiresto

USDOEstandardswithinareasonabletimeandatreasonablecost,asdeterminedbytheEvaluationandImplementationCommittee.

D. ContractorslistedbytheCommissioneroftheBureauofLaborandIndustriesunderORS279C.860asineligibletoreceiveacontractorsubcontractforpublicworkswillnotbeeligible.E. Contractorswilldemonstrateahistoryofcompliancewithfederalandstatewageandhourlaws.

F. Contractorswillutilizeasafety‐trainedworkforceinwhichallon‐siteworkershavecompletedanOSHA10‐hoursafetycourseandanEnvironmentalHazardAwarenessCoursethroughanqualifiedtrainingprogram.

G. Contractorswill signa laborpeaceagreementthatwould includeprovisions thatanemployerwill not take any action normake any statement that directly or indirectly states or implies anyopposition by the employer to the selection by its employees of a collective bargainingrepresentative; that a labor organization can obtain recognition as the exclusive collectivebargaining representativebydemonstrating toanagreeduponneutral third‐partyprovider thatamajority of the employees in a bargaining unit have shown their preference to have the labororganizationbetheirrepresentativebysigningauthorizationcards indicatingthatpreference;thatprohibits the labor organization from engaging in any picketing,work stoppages, boycotts or anyother economic interferencewith the construction conditions or negotiation thereof to final andbindingarbitration;andthatanydisputeoverwhatconstitutesanappropriatebargainingunitwillbedeterminedbyathirdparty.

H. Contractorswillreportquarterly,orsomeotherrecurringperioddefinedbytheEvaluationand

ImplementationCommittee,onworkforcediversity,subcontracting,healthcareandotherissuesrelevanttothisagreement.Regardinghealthcare,contractorswillreportwhatkindofhealthcare,ifany,theyoffertoemployeeswhoconductworkoncoveredprojectsandwhetheremployeesare

usingit.Thesereportswillbemadeavailabletomembersofthepublicuponrequestandhomeownersastheyareselectingcontractors.

I. ContractorswillhavealreadycompletedorcommittocompleteaCEWP‐approvedculturalcompetencyandinclusiveandharassment‐freeworkplacetrainingwithinthreemonthsofsubmittingRFQ.Ifissuesarise,bestresolutionpractices(e.g.,workercoaching)willbeoffered.J. ContractorsandsubcontractorswillcommittolisttheirjobopeningsrelatedtoCEWPthroughWorkSourceOregonwhenthereisaneedforanexternalhire.Contractorsarenotobligatedtohire

throughWorkSource,andacommitmenttolistnewjobsthroughWorkSourcewouldnotapplytoanypre‐negotiatedhiringagreementsemployershaveestablishedwiththeTrades.

III. ESTABLISHINGACONTRACTORPOOLTOACHIEVETARGETSANDGOALS

Belowaretwomethodsforselectingapoolofqualifiedcontractorsthatcanproducetheabovestandardsandcommunitybenefits.A. BestValueContracting

BestValueContracting–TheCityandEnergyTrust,withassistancefromastakeholderEvaluationandImplementationCommittee,shallemploya“bestvaluecontracting”approachtoselectingcontractorsforthepoolduringthesolicitationsforparticipatingcontractors.Inthisapproach,applicationsfromcontractorsapplyingtobepartofthepoolwillbescoredonarangeofdesiredattributes.Finalselectionswillbemadebasedonthehighestscoresandtheneedtocreateapoolwiththerightmixofattributestoachievetheabovestatedgoalsandtargetsforthepilotproject.Additionaldesiredattributesand/oradjustmenttotherelativeweightingofsuchattributesmaybeidentifiedforsubsequentroundsofsolicitationsduringthecourseoftheCEWPpilotproject.Throughthisbestvaluecontractingapproach–andinreferencetothegoalsabove–preferencewillbegiventocontractorsthatmeet,butnotlimitedto,thefollowingcriteria:

1. HavedemonstratedsuccessintheuseofHomeCheckandexemplaryqualitycontrolcomplianceinHomePerformanceinstallationwork.

2. Haveanexemplaryrecordofcustomerservice.3. Haveasuccessfultrackrecordinhiringandretaininghistoricallydisadvantagedor

underrepresentedpeople,includingpeopleofcolorandwomen.(Newercontractorscan

receivepreferencebyprovidingadetailedplanforhowtheywillhire,maintain,andwelcomediversityintheirworkforceintheimmediatefuture.)

4. Haveawelldescribedplanonestablishing“Mentor‐sub”relationshipswithbusinesses

ownedbyhistoricallydisadvantagedorunderrepresentedpeople,includingpeopleofcolor‐andwomen‐ownedbusinesseswhohavebeeninbusinessforaminimumof6monthsandshallreceiveasignificantamountofworkonjobswhiletheyareseekingnecessarytraining

andexperiencetowardBPIcertificationtobeconsideredinsubsequentcontractorpoolsas“Primes”.

5. Haveawelldescribedplanforestablishingsub‐contractingrelationshipswithbusinesses

ownedbyhistoricallydisadvantagedorunderrepresentedpeople,includingpeopleofcolor‐andwomen‐ownedbusinesseswhohavebeeninbusinessforaminimumof6months.

6. Hiregraduatesofpre‐apprenticeshiptrainingprograms

7. Recognizethevalueofqualitytrainingforemployeesbyparticipatinginregisteredapprenticeshipandothercredential‐grantingprograms

8. Hireatleast80%oftheiremployeesfromthePortlandmetroregion

9. Providehealthinsurancetoemployees10. AreOregon‐basedcontractors

11. Demonstrateeffortstostrivetoprovideemploymentopportunitiestoformerlyincarceratedindividualswhoareseekingself‐sufficientcareerpathwaysinweatherizationand

construction.

B. Neighborhood‐BasedContractors

TheCityandEnergyTrustplantoissueaspecialRFQsolicitationtoassemblecontractorsforimplementationof20%ofthepilotprojectworktoOregonHomePerformancewithENERGYSTARBPI‐certifiedcontractorsthatdemonstrateparticularfocusoncreatingpathwaysoutofpovertyandintogreenjobsforlocalresidents.ThisRFQwillseekcontractorsthatemploysocialenterprisemodelsand/orpartnerwithnonprofitcommunity‐basedorganizationsthatcanprovidesupportandtrainingservicesforlow‐incomeindividualsembarkingonacareerpathwaytoeconomicself‐sufficiencyinthebuildingandconstructiontrades.ThisRFQwillalsoseekinnovative,collaborativeapproachestoreachingouttoresidents,includingthoseoflow‐moderateincome,intargetedneighborhoods.IV. QUALIFIEDTRAININGPROGRAMS

TheCity,EnergyTrustandthestakeholderEvaluationandImplementationCommitteeshallidentifyapoolofqualifiedtrainingprogramstocreateapipelineofopportunitiesfromrecruitmenttoplacementthroughretention.Tobedesignatedasaqualifiedtrainingprogram,atrainingprogramwill:

1. ProvideweatherizationtrainingbasedoncurriculumdevelopedbyanaccreditedorganizationtomeetUnitedStatesDepartmentofEnergystandardsandanyadditionalspecificationsand

standardsdesignatedbytheOregonDepartmentofEnergyandEnergyTrust.2. Providetrainingthatincludeshealth&safety,aswellashazardousmaterialrecognition.3. Haveatleastthreedefinedpartnershipswithstaterecognizedpre‐apprenticeshipprogramsor

signatorycommunityorganizationsthatservehistoricallydisadvantagedorunderrepresentedpopulations,includingwomen,andpeopleofcolor.

4. Inconjunctionwiththosepartnerorganizations,ensurethatamajorityofitstraineesare

women,peopleofcolor,residentsoflow‐incomecommunities,orotherdisadvantagedorunderrepresentedpeople.

5. Offermentoring,follow‐upmonitoringand/orothersupporttoassureretentionofparticipants

intheprogramandinweatherizationcareers.6. Demonstrateatrackrecordofgraduatingandplacingtraineesfromunderrepresented

communitiesinconstructioncareers.V. ASSISTANCETOCONTRACTORSANDTRAININGPROGRAMS

TheCity,EnergyTrustandthestakeholderEvaluationandImplementationCommitteeshallworktogethertoidentifyarevenuesourceforthepurposesofprovidingsupporttotrainingprogramsandbusinesses.[1%ofthefundcanbeconsideredasaplaceholderforfurtherresearch.]

TheCityshallalsoencouragethePortlandDevelopmentCommissiontoengagepartnerstoprovidesupporttocontractorsthatareparticipatingintheCEWPpilotprogram,recognizingthatwhileallcontractorswillbenefitfromsupport,businessesownedbyhistoricallydisadvantagedorunderrepresentedpeople,includingpeopleofcolor‐andwomen‐ownedbusinesses,shouldhavetargetedsupporttoincreasetheirparticipationintheproject.Thetypesofsupportthatbusinessesshouldreceiveincludebutarenotlimitedto:

1. Culturalcompetencyandinclusiveandharassment‐freeworkplacetraining2. Assistanceforcontractorstofindsubcontractorsthatarehistoricallydisadvantagedor

underrepresented,includingpeopleofcolor‐andwomen‐ownedbusinesses

3. Assessmenttoensuresupportisdirectedasneededtosucceed.Forexample,theEvaluationandImplementationCommitteecanassistPrimesinassessingMentor‐subssothatMentor‐subscanbepreparedtobidasaPrimeinfollowingroundsofcontracting.

4. Increasedcapacitytoprovideonthejobtraining5. Technicalassistancedevelopingmentoringprogramsforunderrepresentedemployees6. Technicalassistanceprovidinghealthinsurancetoemployees

7. ScholarshipsforBPIcertificationforbusinessesownedbyhistoricallydisadvantagedorunderrepresentedpeople,includingpeopleofcolor‐andwomen‐ownedbusinesses

8. Technicalassistancewithbondingandallayinghomeownerfearswhilehiringformerly

incarceratedindividuals

Thetypesofsupportthattrainingprogramsshouldreceiveincludebutarenotlimitedto:1. Fundingforqualifiedtrainingprogramswhofocusontrainingforweatherization,2. FundingforPre‐Apprenticeshipprogramsandotherprogramsthatfocusonconnecting

disadvantagedpopulationstojobsandcareersinweatherizationandconstruction

3. ScholarshipstoprovideopportunitiesforindividualweatherizationworkerstoparticipateinanadvancedoccupationaltrainingaspartofanarticulatedGreenJobPathway.

VI. ACCOUNTABILITY

TheCity,EnergyTrustandthestakeholderEvaluationandImplementationCommitteeshallbeaccountableforprogresstoward,andenforcementof,theCWAstandards.AstakeholderEvaluationandImplementationcommitteeshallbeestablishedto:o Helpsetstandardsandcommunitybenefitso Helpsetaccountabilitystrategiesfornon‐complianceandrecognitionofexcellenceincomplying

withorgoingbeyondstandards.o Evaluateprogresstowardstandardsandcommunitybenefitso Helpdevelopalistofqualifiedtrainingproviderso RequestandevaluatedatarelatedtoalljobclassificationsinCEWPo Identifyongoingresourcesneededfordatacollectionanddissemination,assistancetocontractors

andtrainingproviders,andotheractivitiesnecessarytotheworkoftheEvaluationandImplementationCommittee

o Identify,collectandanalyzedataondisparityandothermeasuresthatcouldinformrecommendationsforthescale‐up

o Takeactionstoimproveprogresstowardstandardsandcommunitybenefits,includingbutnotlimitedto:

a. Identifyingadditionalcontractorstobebroughtintothepoolb. AdjustingweightingonBestValueContractingmeasuresc. Recommendingadditionaltrainingandbusinesssupport

ThestakeholderEvaluationandImplementationCommitteeshallbenominatedbythelargergroupofstakeholdersinvolvedintheCWAprocessandbeappointedbytheMayor.TheCommitteeshallrepresentamixofthestakeholdersinvolvedintheCWAprocessandbecomprisedofnotlessthan50%historicallydisadvantagedorunderrepresentedpeople,includingpeopleofcolorandwomen.TheCityandEnergyTrustwillworkcollaborativelywiththeEvaluationandImplementationcommitteetoidentifyandprovidetheinformationthecommitteeneedstoperformitsfunction.TheEvaluationandImplementationCommittee’stermislimitedtotheCEWPpilot.ThecommitteewillmakerecommendationsonhowtheCWAstandardsandaccountabilityprocessshouldevolveintothescale‐upperiodofCEWP.TheCity,EnergyTrustandEvaluationandImplementationCommitteeshallbeprovidedwithresourcestoperformitsfunction.Oneconsiderationisthataportionofrevenuetothefundbedirectedtowardsupportingaccountabilityfunctions.VII. ROLESANDEXPECTATIONSOFSIGNERSSigningorganizationsareexpectedtoperformthefollowingfunctions.TheCityshallpassaResolutionendorsingthisCommunityWorkforceAgreement.TheResolutionshallestablishthestakeholderEvaluationandImplementationCommitteeanddirecttheBureauofPurchasestoprovideoutreachtotargetedcontractorsandhelptoprovideneededdataandinformationtothestakeholderEvaluationandImplementationcommitteeneededtoperformitsfunction.TheEnergyTrustshall(1)ensurethattheCEWPcontractorselectionprocessesreflectandimplementtheminimumrequirementsandbestvaluecontractingselectionprocessesidentifiedinthisCommunityWorkforceAgreementand(2)helptoprovideneededdataandinformationtothestakeholderEvaluationandImplementationcommitteeneededtoperformitsfunction.Thestakeholdersshallcontributetothesuccessfuloutcomeofthisagreementandcontinuetheirconstructiveengagementintothescale‐upperiodofCleanEnergyWorksPortland.

VIII. AUTHORITYANDEFFECTIVEDATE

EachoftheindividualssigningbelowrepresentsthatheorsheisproperlyauthorizedbythepartyforwhomtheindividualissigningtoexecutethisCommunityWorkforceAgreementwhichiseffectiveasofSeptember__,2009.

EXECUTEDBY:THECITYOFPORTLAND,OREGON ENERGYTRUSTOFOREGON By:SamAdams,Mayor By:MargieHarris,ExecutiveDirectorCARPENTERSUNIONLOCAL247 CHANGETOWIN CONSTRUCTIONAPPRENTICEANDCOALITIONFORALIVABLEFUTURE WORKFORCESOLUTIONS ECOTECH,LLC EVENINGTRADESAPPRENTICESHIPPREPARATION GREENFORALL HOMEENERGYLIFEPERFORMANCEGROUP,INC. IRVINGTONCOVENANTCDC LIUNALABORERSLOCAL483 METROPOLITANALLIANCEFOR METROPOLITANCONTRACTORIMPROVEMENTCOMMONGOOD PARTNERSHIP

NATIONALASSOCIATIONOFMINORITYCONTRACTORSOFOREGON NATIVEAMERICANYOUTHFAMILYCENTER NEILKELLYCORPORATION OREGONACTION OREGONAFL‐CIO OREGONANDSOUTHERNIDAHO LABORERS‐EMPLOYERSTRAININGTRUST OREGONAPOLLOALLIANCE OREGONTRADESWOMEN PACIFICNORTHWESTCARPENTERSINSTITUTE PORTLANDDEVELOPMENTCOMMISSION PORTLANDYOUTHBUILDERS SUSTAINABLESOLUTIONSUNLIMITED URBANLEAGUEOFPORTLAND VERDE WORKSYSTEMS,INC.

APPENDIXA