Center for Corporate Citizenship

1
(No Transcript)
2
Planning for the 2006 Hurricane Season

• July 13, 2006
• Working Conference

3
2005 Year in Review

• Total Aid 1.9 Billion
• 1.2B for Katrina
• 566M for Tsunami Aid
• 100M for Pakistan
• Allocated
• 50 -- corporate cash
• 25 -- employee/customer mobilized
• 25 -- goods/services
• Breadth of Response
• Tsunami 148 million donors
• Katrina 254 million donors

4
Weather Patterns Past and Future
5
What Are We Trying to Do?

• Overarching Goal Mitigate the impact of future
  disasters
• Supporting Goal 1 Move from ad hoc to
  systematic approach that includes the business
  sector
• Codify lessons learned
• Identify problem areas for future work
• Supporting Goal 2 Promote communication and
  coordination between and among business,
  government, NGO partners
• Information clarity and accuracy
• Break down silos and stovepipes
• Understand roles and responsibilities
• Identify ways to work together

6
The Response Process

• Five Stages
• Mitigation Preparedness
• Emergency Response
• Relief
• Recovery
• Reconstruction

Three Vital Components
LIVES (People)

• LIVING
• ENVIRONMENTS
• (Place)
• Shelter
• Infrastructure
• Schools
• Hospitals

• LIVELIHOODS
• (Activity)
• Businesses
• Jobs

7
When Does the Business Community Get Involved?

• Severity of disaster
• Capacity/Request of authorities
• Capacity of firms to assist
• Budget
• Capabilities
• Logistics

8
The Role of the BCLC

• Information Clearinghouse web, briefings,
  teleconferences, reports
• On-the-ground chamber network
• Nationwide corporate community affairs
• Public and Non-Profit service providers
• Help Desk Coordination Services
• Business-Non-profit-Government Relations
• Local-State-National-International
• Auxiliary Services
• Offers Needs
• Jobs4recovery.com

9
BCLC Calendar

• L - Catastrophe Happens/Landfall
• L1
• Information Gathering Initial Assessment BCLC
  help desk operational
• Press release is issued outlining BCLC process
• L3
• IF -- Authorities invite business participation
• BCLC activates emergency program
• Ombudsman assigned to work with authorities
• Aid tracking system is activated
• Auxiliary service providers are consulted
• L4
• First nationwide conference call Focus on Relief
• L7
• Second nationwide conference call Focus on
  Relief

10
Calendar continued

• L10
• Third nationwide conference call Focus on Relief
  and Recovery
• L14
• Fourth nationwide conference call Focus on
  Relief and Recovery
• L21
• Fifth nationwide conference call First briefing
  on Reconstruction Planning
• Assessment of future call schedule will be made
  at this time

11
Other Organizational Issues

• Progress Toward a Network of Networks?
• Business Organizations BRT, ACCP, Boston
  College, IBLF, WEF - DRN
• Government Agencies FEMA, DHS, SBA, Dept of
  Commerce, USAID, State
• Non-Profit Service Providers NVOAD, Inter
  Action, CIDI
• Relationship with local authorities and local
  Chambers?
• What to do about local disruption?

12
Communication Protocols

• Sharing Data for Disaster Response
• Robin Willner, IBM
• [phone]
• willner_at_us.ibm.com

13
Communication Protocols

• Why share data?
• TALES FROM THE FRONT
• New York, NY 2001
• Indonesia 2004
• New Orleans, LA 2005
• Houston, TX-- 2005

14
Communication Protocols

• Goals for Data Sharing
• EXPEDITE SERVICE DELIVERY
• AUTHENTICATE VICTIMS
• IDENTIFY MISSING AND DEAD
• REUNIFY FAMILIES AND FRIENDS
• PLAN FOR RECOVERY AND REBUILDING

15
Communication Protocols

• KEY QUESTIONS EXPEDITE SERVICES AND
  AUTHENTICATE VICTIMS
• What services are required? available?
• What are the eligibility criteria?
• How is eligibility documented/confirmed?
• How do we connect the dots between eligible
  victims and appropriate portfolio of services?
• How do we assure accountability without burdening
  victims?

16
Communication Protocols

• KEY QUESTIONS IDENTIFYING THE VICTIMS AND
  REUNIFYING FAMILIES
• How many people are actually missing?
• How many people have been located and where are
  they now?
• Who are they?
• How do we connect the dots between missing
  persons and located persons?

17
Communication Protocol

• KEY QUESTIONSPLANNING FOR RECOVERY
• Who will be living in this community for the next
  month? Three months? Year?
• What basic public services will they require?
  Food, shelter, school, medical, etc
• What special needs will they have?
• How do we connect the dots between their basic
  needs and the local service networks and
  agencies?

18
Communications Protocol

• EVEN MORE IMPORTANTLY
• Protect information security
• Assure privacy and civil liberty protections
• Establish data standards that are common and easy
  to implement
• Recognize the need for a light weight
  implementation
• Assure ease of use
• Confidentiality, Confidentiality, Confidentiality

19
Communications Protocol

• WHATS NEXT?
• Build a big tent focus on users
• Develop common standards
• Develop technical solutions to protect
  information
• Tackle the regulatory maze putting people first
• Differentiate between individual and aggregate
  data needs
• Avoid scope creep no kitchen sinks
• Be willing to change direction
• NEXT STEPS

20
Other Communication Issues

• United Way National 211 number and other
  clearinghouse functions
• Technical/Equipment Donation Issues
• Mobile centers?
• Field ops?

21
Employee Assistance

• Employee Assistance Programs
• Nancy Murphy
• APCOWorldwide
• 202-778-1061
• NMurphy_at_apcoworldwide.com

22
Employee Assistance

• WHY?
• Respond to employees desire to help colleagues
  impacted by disasters
• Keep operations running/re-open operations more
  quickly
• Build employee loyalty
• Behave as a responsible corporate citizen

23
Employee Assistance

• A SAMPLE EAP DISASTER AID CHECKLIST
• Opening facilities for food and shelter (tent
  cities/trailers)
• Facilitating housing with other employees
• Providing access to emergency housing
• Providing supplies and transportation
• Continuing salary
• Assisting with medical and prescription drug
  needs
• Providing interest free loans
• Offering check cashing services
• Offering temporary work assignments in other
  locations
• Creating specific employee disaster
  assistance/emergency relief funds

24
Employee Assistance

• QUESTIONS TO CONSIDER
• What plans are in place now to provide assistance
  to employees should a disaster happen tomorrow?
• Are your programs relevant for disasters inside
  and outside the US?
• Who will administer the programs? Company
  foundation? HR? External resource?
• What are the eligibility criteria?
• What are the application and decision making
  processes?
• How quickly can you activate the programs and
  begin providing services/resources?
• What are the tax implications of such programs?
  For the company? For employees?

25
Employee Assistance

• ASSISTANCE FROM U.S.CHAMBER/BCLC/APCO?
• Best practice database
• Advocacy regarding tax implications
• Access to updated, relevant tax codes
• Sample forms, policies, etc.
• Peer networking/sharing
• Communications strategy/implementation support
  external and internal

26
Volunteer Management

• How do (should) volunteer agencies work with the
  private sector?
• How do the different volunteer organizations work
  with each other?
• What can be done to promote skills-based
  volunteerism?
• Is clean-up a potential area of volunteer focus?

27
Volunteer Management
28
Products Services

• Aidmatrix
• Gifts In Kind

29

• BCLC Aidmatrix Disaster Relief Network
• July 2006

30
About Aidmatrix

• Aidmatrix is an international nonprofit
  organization sponsored by some of the worlds
  leading technology corporations.
• We leverage world-class solutions from the
  business world and apply them to the process and
  technology challenges of the nonprofit world.
• Our solutions annually process over 1.5 billion
  worth of aid and support aid delivery to over
  35,000 organizations, worldwide.
• We get the right aid to the right people at the
  right time.

31
US Chamber of Commerce Landing Page One Stop
Shopping for Donors, US Chamber Administrators,
Chambers Requesting Products/Services
32
US Chamber of Commerce System On-line Donor
Pledge Form Supporting Products and Services
33
US Chamber of Commerce System Allocator WorkFlow
Provides Reporting on Offer Statisitics
34
US Chamber of Commerce System Allocate a
Donation Choose the Chapter to Receive the
Offer
35
Recipient Chamber Logs on and Reviews Offer and
Accepts or Rejects-End to end visibility
36
Thank you
Governor Scott McCallum Chief Executive
Officer Aidmatrix Foundation 1 (469)
357-3791 Scott_McCallum_at_aidmatrix.org
37
Products Services

• Aidmatrix
• Gifts In Kind

38
(No Transcript)
39
State and Local Coordination

• Sheridan Butch Truesdale
• Palm Beach County Emergency Management
• [phone]
• www.pbcgov.com/pubsafety/business
• Lacey Toledano
• St. Tammany West Chamber of Commerce
• [phone]
• lacey_at_sttammanychamber.org

40
Palm Beach County Division of Emergency Management
Incident Management
41
Two Hurricanes in 3 WeeksThree Hurricanes in Two
Years
04 Frances Jeanne
93 Tornado
04 Frances
2nd Deadliest Storm in U.S. 1928
42
Private-Public Disaster Relief Experience

• Hugo USVI (Private Sector)
• Several Caribbean Disasters Caribbean
  Public-Private Business Partnership (OFDA)
• Floyd Bahamas (Palm Beach County DEM)
• Hurricanes Frances, Jeanne, Wilma, 03 Tornado
  PBC DEM
• PBC Public-Private Partnership Network
• PDRP (Catastrophic Disaster Reconstruction
  Economic Redevelopment Plan)

43
Representative InitiativesCurrent Planned

• BARR (Workshops, presentations, disaster plan
  inducements, discussion groups, web site, CDs,
  brochures)
• Public-Private joint initiatives (govt,
  business, NGOs)
• Disaster preparedness survival planning
  support, site assessments
• State Federal agency liaison
• Insurance loan assistance (pre-qualified
  emergency loans)
• ESF 18 (Pre - Post event emergency communication
  support)
• Coordinated shutdown/evacuation
• Damage assessment
• Reentry assistance
• Coordination of relief shipments into and within
  impacted area
• Coordination of local business resources/services
  in support of relief recovery
• Coordination of NGO business recovery activities
  (loans, business assistance)
• Workforce redevelopment/special recovery-related
  skills training
• Mutual aid (resource/facility/plan sharing)
• Business continuity support relocation
  assistance, business retention
• Mitigation assistance programs (participation in
  LMS)
• Debris management advice/assistance
• Employee assistance programs
• Temporary residential/business housing

44
Private-Public Partnership Network Concept
45
State and Local Coordination

• Sheridan Butch Truesdale
• Palm Beach County Emergency Management
• [phone]
• www.pbcgov.com/pubsafety/business
• Lacey Toledano
• St. Tammany West Chamber of Commerce
• [phone]
• lacey_at_sttammanychamber.org

46
Caribbean and Central America Coordination

• A Hemisphere of Opportunity for All
• Christine Herridge
• The Pan American Development Foundation
• [phone]
• cherridge_at_padf.org

47
Caribbean and Central America Coordination

• About PADF
• Nonprofit NGO created in 1962, affiliated with
  OAS
• MOU with AACCLA
• Affiliated with Inter-Action

48
Caribbean and Central America Coordination

• What to do in the event of a major catastrophe in
  the region?
• Initial Steps Taken By PADF

49
Caribbean and Central America Coordination

• How Businesses Can Work With PADF
• Confirm and Respond to official details
  regarding
• Impact
• Needs
• Instructions
• Mobilize available resources for response,
  reconstruction, and mitigation of future impacts

50
Other Relief Issues

• From Philanthropy to Contracting
• Start-ups
• Fraud avoidance
• Youth/Elder Care
• Animal Care
• Clean-Up
• Mental Health
• Impact on evacuee destination cities
• Impact on non-disaster-related issues

51
Capital Access

• A National Business Recovery FundA Proposal
• Mark Pinsky, Opportunity Finance Network
• [phone]
• mpinsky_at_opportunityfinance.net

52
Capital Access

• What is Opportunity Finance Network?
• 19 billion network of private-sector financial
  intermediaries
• Unique market strategy
• 30-year track record
• National scope
• Urban
• Rural
• Reservation Based

53
Capital Access

• Experiences with Recovery
• 9/11
• Katrina Other Hurricanes
• Economic dislocations

54
Capital Access

• The Proposal A National Business Recovery Fund
• Structure
• Legal
• Sponsoring entity
• Management
• Roles
• Rapid Response
• Scope of Financing Funding
• Capitalization
• Sources
• Implementation
• Next Steps

55
Technical Assistance

• Gregg Steinberg
• International Profit Associates
• T 800-531-7100
• gregg.steinberg_at_ipa-iba.com

56
Technical Assistance

• Key Facts
• 100 most affected counties and parishes
• 163,000 affected businesses
• 2,700,000 employees
• 87 billion in wages / yr
• 433 total affected counties and parishes
• 919,000 businesses
• 15,300,000 employees
• 557 billion in wages / yr

57
Technical Assistance

• SBAs Post-Katrina Operations
• 10.3 billion in approved loans
• 2.3 billion in approved business loans
• 21,750 business loans
• Only 253 million disbursed

58
Technical Assistance

• Issues
• Timing vs. Need
• Approval vs. Disbursement
• Fraud Transparency
• Preparedness and Response technical assistance
• Public / private partnership

59
Technical Assistance

• If the government wants to help small business
  recover from disasters, it must eradicate the
  usual bureaucratic red tape. A rapid, flexible,
  pre-approved and appropriated ready-to-implement
  response plan customized to the needs of
  individual businesses is the only hope for
  preserving small businesses and the jobs they
  provide.

60
Public Finance

• Don Wilbon
• JPMorgan Securities
• [phone]
• Don.e.wilbon_at_jpmorgan.com

61
Providing Access to Capital for Governmental
Issuers
Tax-Exempt Debt Issuance
Municipal Finance Platform

• Public Finance Investment Banking
• Underwriting, Sales and Trading
• Credit Strategy
• Municipal Credit Portfolio
• Structured Products/Derivatives Marketing
• Among the highest rated domestic money center
  banks

• Airports
• Highways
• Streets Bridges
• Mass Transportation
• Water Sewer
• Hospitals, Schools, Cultural
• Housing

Municipal Issuers
B U S I N E S S   C I V I C   L E A D E R S H I P 
 C E N T E R

• Cities, States, Counties
• Utilities
• School Districts, Universities
• Healthcare Organizations
• Port Authorities
• Convention Stadium Authorities

1
62
Sources of Capital into Gulf Region post-Katrina
Federal Government
Private Sector
State Government
B U S I N E S S   C I V I C   L E A D E R S H I P 
 C E N T E R
Private and Charitable Contributions

• Immediate need for capital with extremely limited
  and unpredictable sources of repayment
• Traditional public finance mechanisms
  insufficient to address lack of capital in
  devastated areas

2
63
JPMorgan Chases Firmwide Response in Louisiana
B U S I N E S S   C I V I C   L E A D E R S H I P 
 C E N T E R
3
64
Public Finance Challenges Response
Situation
Response

• Federal funding
• Gulf Opportunity Zone
• Use of reserves, cash on hand
• State financing assistance
• Private sector
• Capital market solutions
• Governmental downsizing/expense management

• Primary revenue sources (e.g. sales tax revenue)
  eliminated overnight
• Increased expenses (sanitation, fire/police, EMS)
• Constraints on use of federal funds
• Limited balance sheet(s) pre-Katrina
• Key industry (tourism) difficult to recover

B U S I N E S S   C I V I C   L E A D E R S H I P 
 C E N T E R
4
65
Lessons Learned Back to the Future

• Liquidity and access to short-term capital
• Legal/statutory constraints
• Coordination at all levels of government
• Broad/diversified economic and revenue base
• Preemptive business and community leadership
  action

B U S I N E S S   C I V I C   L E A D E R S H I P 
 C E N T E R
5
66
Other Recovery Reconstruction Issues

• Planning
• Infrastructure Investment
• Housing
• Jobs

67
How to Measure Success

• Successful Disaster Management How few lives
  are lost, property is damaged community is
  disrupted
• Successful Re-Development risk reduction
  market opportunity
• How fast do the following assets bounce back?
• Per capita income
• and type of Jobs
• of Businesses
• Quality of new infrastructure
• Quality of urban/regional design
• Successful Preparedness Mitigation How little
  future disaster response efforts cost

68
Contact Information

• Business Civic Leadership Center
• [phone]
• www.uschamber.com/bclc
• BCLC Staff
• Management sjordan_at_uschamber.com
• Operations ktraver_at_uschamber.com
• Program Coordination rfreyvogel_at_uschamber.com
• Issues and Advice pppartners_at_comcast.net
• Communications Data ctaylor_at_uschamber.com
• General Assistance knewell_at_uschamber.com

69
(No Transcript)