Oregon Capacity Challenge

1. 2009 NASCSP ConferenceState Oversight of ARRA Funds and ProductionPresented byDan ElliottOregon WAP Director Oregon Housing and Community Services

2. Oregon Capacity Challenge • We needed to understand any disassociations between the overall goals of this network and the way to effectively meet those goals. Oregon Housing and Community Services

3. Oregon Capacity Challenge • Do we have sufficient resources to satisfy the ARRA demand? • Will we have enough resources to meet this demand? • What is the most cost-effective and efficient way to satisfy this demand? Oregon Housing and Community Services

4. Growth Plan Models • State office evaluated critical business components needed for demand on service production both internally and externally. • Required agencies and contractors to model critical business operations needed to expand* Oregon Housing and Community Services

5. Growth Plan Models • The state office then collaborated those models into a master growth plan. • This growth plan included, new hires, trainings needed, tools, equipment, materials and supplies, office space and vehicles. • It also required IT needs and costs along with salary required for new hires. Oregon Housing and Community Services

6. Master Growth Plan • A capacity planning and capital effectiveness model was then presented to partners in a series of business meetings.* Oregon Housing and Community Services

7. Master Growth Plan(cont.) • We now had the data all in one place. • Collate and correlate the data. • Build a statewide network model Oregon Housing and Community Services

8. Master Growth Plan(cont.) • Agency operation processes examined and reviewed for strength and weaknesses. • Computer and database systems reviewed. • Production requirements and planning reviewed. Oregon Housing and Community Services

9. Master Growth Plan(cont.) Master growth plan EQUALS State application/state plan. Oregon Housing and Community Services

10. “Cornerstone” needs • Needs-based training • Multi-family focus on high-risk affordable housing HUD projects. • Performance Mgt. • Meet reporting needs for state and federal requirements. • Provide transparency and accountability at all levels of the network. Oregon Housing and Community Services

11. Needs align with ARRA Goals • Job creation* • Reduce carbon emission • Reduce energy usage Check! Oregon Housing and Community Services

12. Needs align with WAP Goals • Health and Safety • Preservation • Durability • Comfort • Reduce energy burden Check! Oregon Housing and Community Services

13. Needs align with WAP (cont.) An energy-efficient building is one that is healthy, safe, durable and comfortable with the lowest operating cost achievable without adversely affecting the above four parameters. Oregon Housing and Community Services

14. ARRA WAP System Approach Needs-based training Multi-family focus Field/Desk Monitoring Web-Based Statewide Reporting Statewide Pre-approved multi-family listings Economic Recovery Executive Team Performance Mgt. Accountability Networks of Excellence Oregon Housing and Community Services

15. Needs-Based Training • Assess needs. • Curriculum development. • Training presentation.(hands-on/web/self-study/classroom) • Effective evaluation of training. • Quality assurance element(ie. certification) • Standardization of specs. • Job placement. IMatchSkills. Oregon Housing and Community Services

16. Needs-Based Training • Standards have been set for trainers and trainings wishing to seek endorsement from Oregon low-income WAP. • Not all that “put there signs” will meet with those requirements.*note of caution. • Agencies have multiple venues to train and certify employees and contractors by selecting state WAP “endorsed” trainers and programs. • The Residential Energy Analyst Program(REAP) via the Oregon Energy Coordinators Association has been the WAP network trainer for several years.(certification) • www.warmandsafe.com • LiUNA is being reviewed as a low-income weatherization program trainer and certifier. • Establishing “Networks of Excellence”. Oregon Housing and Community Services

17. Multi-Family Focus • Oregon Housing and Community Services met with stakeholders and held public hearings regarding best usage of ARRA funds. • 35% of Oregon households are renters. • Many of Oregon’s low-income affordable housing projects are stalled because of financing gaps due to lack of investment or a funding shortfall. • Using DOE ARRA will allow pipeline projects to move forward.* Oregon Housing and Community Services

18. Performance Management • Field Monitoring • Desk Monitoring • Davis-Bacon reviews • SHPO agreement* • Expenditure policy enforced* • Training regimes established • Centers of Excellence Oregon Housing and Community Services

19. Performance Management (cont.) • The state and agency must collaborate together • Set short term goals. 90 days ideal. • Determine the strengths required to do the job. • Set standards and detemine how they will be done. • Establish communication agreements. • Get it in writing. • Establish a monitoring method. • The agency decides how to achieve the desired results. Oregon Housing and Community Services

20. Accountability(cont.) • Oregon Way will advise and assist state agencies and other partners seeking federal competitive grants by developing innovative proposals that create immediate jobs and promote renewable energy, reduce carbon, encourage greater energy efficiency or sustainable development. Oregon Housing and Community Services

21. Accountability(cont.) • The Governor has established an Economic Recovery Executive Team (ERET) dedicated to coordinate and track the infusion of federal stimulus dollars into Oregon. Oregon Housing and Community Services

22. THANK YOU! Dan.Elliott@state.or.us Oregon Housing and Community Services

23. Background of SB 1149/Energy Restructuring for Oregon This accounts for roughly $7.5 million to OHCS each year. 85% goes to the low-income weatherization program network providers(Community Action Programs, non-profits, etc. )or around $6.5 million dollars per year. 15% or $1 million goes to the Housing programs where $750,000 per year is allocated through the CFC(Consolidated Funding Cycle) Oregon Housing and Community Services