Note: The questions posed in this agenda are illustrative, and we may not have time to address all of them and/or the dialogue may take us in different directions.

• 8:45 AM - Light Breakfast

• 9:00 AM - Welcome, Vision & Framing the Day’s Dialogue

  • Speakers:

    • Jonathan Pershing, Hewlett Foundation

    • Kendra Kostek, U.S. Department of Energy (via Zoom)

  • Facilitator: Devra Wang, Glass Wing Strategies

• 9:35 AM - Insights Unpacked: Learning From Our Collective Experience

  • What lessons have we learned to date on:

    • Why CBAs do and don’t succeed?

    • How to secure and use CBAs successfully?

    • What critical barriers need to be overcome?

    • How to determine which CBAs are a success?

  • How can lessons learned be shared more effectively?

    • Recognizing that CBA work is very place-based, what lessons and benchmarks are transferable across projects and what is not?

    • What characteristics best determine what’s analogous and what’s not across CBAs?

• 10:35 AM - Break

• 10:50 AM - Creating Leverage: How to Drive Companies Toward Effective CBA Engagement

  • How can we create more leverage for companies to want to enter into CBAs? Which types of levers are most promising?

  • Can we simultaneously get companies to embrace principles for how to negotiate and engage with communities?

  • How can we create more leverage without creating new barriers to climate solutions

• 11:30 AM - Driving Success: Crafting Effective Processes for CBAs

  • How can we create inclusive and effective coalitions of community representatives to negotiate CBAs?

    • How do you define “community?” Are there best practices for deciding who is a legitimate community representative, how wide a net to cast, and how to avoid fights about who should be at the table?

    • What models of governance work at the community level to build coalitions? What best practices can build unity and avoid splintering?

    • Does the best coalition model differ at different phases of the process (e.g., advance community planning vs negotiations with developers vs sharing revenues in the community vs monitoring and enforcing)?

  • If new policies require CBAs, what process elements should be required?

    • What processes are key to the success of CBAs? Are there universal elements that are important across all communities and projects that could be required?

• 12:20 PM - Lunch

• 1:20 PM - Structuring Successful CBAs: Creating the Content

  • What is the core purpose and therefore appropriate scope of a CBA?

    • How does a community draw the boundaries of who gets to benefit and what kinds of benefits are within scope?

    • What are examples of some successful scopes? Does it work for different communities to take different approaches to defining scope?

  • How can we help communities know what they can ask for?

    • How can we bring transparency to existing CBA terms and processes to empower communities to know what to ask for?

    • How can we help communities determine the magnitude of how much they want to ask for?

• 2:15 PM - Driving Impact Through Collaboration

  • What is the “field” here that funders could help pull together? Who needs to collaborate for CBA efforts to succeed?

  • Would a network and/or resource hub be a priority strategy to help advance CBA work? If so, what services should it provide?

• 2:45 - Break

• 3:00 PM - Mapping the Future: Prioritizing Field Gaps and Needs

  • What capacities, tools and resources do communities need to succeed with CBAs? Which of these are the highest priority needs?

  • Are there additional gaps in the field’s work related to CBAs that we have not talked about today?

  • What are the top priority strategies? What do you need to be successful? What does the field need to be successful?

• 3:45 PM - Wrap Up & Near-Term Next Steps

  • Facilitator: Carrie Doyle, Hewlett Foundation

• 4:00 PM - Adjourn