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Advocacy 101 for Co-ops
                           Peter Frank
      Advocacy Coordinator, Cooperation Works - Urban Circle
R.L. Condra – Director of Public Policy, NCBA
Lisa Stolarski – Chair – Cooperation Works - Urban Circle
Executive Director – Co-ops USA
Amy Johnson – US Federation of Worker Cooperatives
Bob Noble – Philadelphia Area Cooperative Alliance
Andrew McLeod – Cooperation Works – Urban Circle

                          July 31, 2012
Why Advocate?

• What do we mean by advocacy?

• What advocacy work is being done for co-ops?
Why Advocate?
• Beyond the Beltway - local governments and co-ops




• Pass the National Cooperative Development Act!
How to Advocate


• Goal is to motivate your elected official to act
   – co-sponsor a bill, appropriations request, rule change, etc.

• How do we get co-ops on their radar?
   – They are very busy people
How to advocate

• We need to deliver the right message at the right
  time, delivered the right way

• Methods of communication
   – Email - Fax - Letter - Phone - In-person meeting
How to advocate
• Prepare for your meeting
  – Messages, paperwork
  – Organize a delegation, practice

• What’s the right message?
  –   Relate to issues important to your Member of Congress:
  –   Growing the middle class
  –   Giving consumers affordable options
  –   Sustaining small, locally owned businesses
  –   Growing local economies & community development
How to advocate
• The actual meeting
  –   Short amount of time
  –   Co-op 101
  –   Relevance to their district
  –   Ask for requested action (become a co-sponsor, etc.)


• After the meeting
  – Report back
  – Follow-up
Real advocacy experience


• Congressman Fattah
  – Lisa Stolarski
• Congressman Brady
  – Peter Frank
• Congressman Meehan
  – Bob Noble
National Cooperative
  Development Act
“Create jobs and increase economic
development in underserved communities by
promoting cooperative business development”
•Loans and seed capital to groups forming co-ops;
•Grants to centers to provide technical assistance
to co-ops;
•Funding for professional development training
for technical assistance providers; and
•Establish cooperative development centers
•$25 Million maximum yearly appropriation
National Center



       Local Centers



Local Cooperative Businesses
HUD will:


• select a National Center to administer the Program

• develop a strategic plan outlining Program guidelines, operating

 budget, and work plan

• produce an annual progress report
The National Center will:

• be selected by a competitive process

• disperse funds to eligible Local Centers

• create a Revolving Loan Fund

• incubate development of new Local Centers

• provide training and support to professional cooperative developers

• monitor and evaluate recipients of funds
The Local Centers will:


• be selected by a competitive process – funding agreement up to 3 years
• provide technical assistance to local cooperative businesses in
 underserved areas
• provide training and instruction for the purpose of cooperative
 development

• will meet performance targets approved by the National Center
Definition of underserved:


1.   within a low to moderate income area as defined by US Census; or

2.   within a low-income community as defined by IRS; or

3.   adjacent to 1 or 2 (limited); or

4.   an area given approval by the National Center (limited)
The Urban Circle

• Advocacy for the National Cooperative Development
  Act
• Sustainable sources of funds for urban co-op
  development
• Professional development training
• We need support to continue moving forward with
  our work
Questions?
         Peter Frank – info@campaign.coop
                    (215) 680-9195
          R.L. Condra - rcondra@ncba.coop
                    (202) 383-5480
         Lisa Stolarski - lstolarski@ncba.coop
                    (202) 383-5448
     Amy Johnson - amy.johnson@presidioedu.org
                     (215) 292-2281
      Bob Noble – bobnoble@philadelphia.coop
                    (267) 973-6619
       Andrew McLeod - coopgus@gmail.com
www.campaign.coop

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7.31.12 Advocacy 101 for Co-ops Webinar

  • 1. Advocacy 101 for Co-ops Peter Frank Advocacy Coordinator, Cooperation Works - Urban Circle R.L. Condra – Director of Public Policy, NCBA Lisa Stolarski – Chair – Cooperation Works - Urban Circle Executive Director – Co-ops USA Amy Johnson – US Federation of Worker Cooperatives Bob Noble – Philadelphia Area Cooperative Alliance Andrew McLeod – Cooperation Works – Urban Circle July 31, 2012
  • 2. Why Advocate? • What do we mean by advocacy? • What advocacy work is being done for co-ops?
  • 3. Why Advocate? • Beyond the Beltway - local governments and co-ops • Pass the National Cooperative Development Act!
  • 4. How to Advocate • Goal is to motivate your elected official to act – co-sponsor a bill, appropriations request, rule change, etc. • How do we get co-ops on their radar? – They are very busy people
  • 5. How to advocate • We need to deliver the right message at the right time, delivered the right way • Methods of communication – Email - Fax - Letter - Phone - In-person meeting
  • 6. How to advocate • Prepare for your meeting – Messages, paperwork – Organize a delegation, practice • What’s the right message? – Relate to issues important to your Member of Congress: – Growing the middle class – Giving consumers affordable options – Sustaining small, locally owned businesses – Growing local economies & community development
  • 7. How to advocate • The actual meeting – Short amount of time – Co-op 101 – Relevance to their district – Ask for requested action (become a co-sponsor, etc.) • After the meeting – Report back – Follow-up
  • 8. Real advocacy experience • Congressman Fattah – Lisa Stolarski • Congressman Brady – Peter Frank • Congressman Meehan – Bob Noble
  • 9. National Cooperative Development Act
  • 10. “Create jobs and increase economic development in underserved communities by promoting cooperative business development” •Loans and seed capital to groups forming co-ops; •Grants to centers to provide technical assistance to co-ops; •Funding for professional development training for technical assistance providers; and •Establish cooperative development centers •$25 Million maximum yearly appropriation
  • 11. National Center Local Centers Local Cooperative Businesses
  • 12. HUD will: • select a National Center to administer the Program • develop a strategic plan outlining Program guidelines, operating budget, and work plan • produce an annual progress report
  • 13. The National Center will: • be selected by a competitive process • disperse funds to eligible Local Centers • create a Revolving Loan Fund • incubate development of new Local Centers • provide training and support to professional cooperative developers • monitor and evaluate recipients of funds
  • 14. The Local Centers will: • be selected by a competitive process – funding agreement up to 3 years • provide technical assistance to local cooperative businesses in underserved areas • provide training and instruction for the purpose of cooperative development • will meet performance targets approved by the National Center
  • 15. Definition of underserved: 1. within a low to moderate income area as defined by US Census; or 2. within a low-income community as defined by IRS; or 3. adjacent to 1 or 2 (limited); or 4. an area given approval by the National Center (limited)
  • 16. The Urban Circle • Advocacy for the National Cooperative Development Act • Sustainable sources of funds for urban co-op development • Professional development training • We need support to continue moving forward with our work
  • 17. Questions? Peter Frank – info@campaign.coop (215) 680-9195 R.L. Condra - rcondra@ncba.coop (202) 383-5480 Lisa Stolarski - lstolarski@ncba.coop (202) 383-5448 Amy Johnson - amy.johnson@presidioedu.org (215) 292-2281 Bob Noble – bobnoble@philadelphia.coop (267) 973-6619 Andrew McLeod - coopgus@gmail.com www.campaign.coop

Editor's Notes

  1. Introductions and welcome
  2. Peter - What do we mean by advocacy Talking to any elected official about why they should support co-ops it's important to educate about co-ops, inform them of legislative issue RL - What has advocacy done for co-ops? RCDG, SBA, Credit Union, Affordable Care Act (RL, what all are you working on?)
  3. Amy - Beyond the Beltway - local governments and co-ops (Amy - plug for commit.coop) Peter - Pass the National Cooperative Development Act! MOC don't know about this bill unless we tell them about it (Me)
  4. Peter - Goal is to motivate your elected official to act co-sponsor a bill, appropriations request, rule change, etc. RL - How do we get co-ops on their radar? They have staff handling lots of issues (RL, when you worked for Senator Lincoln, can you describe for us the volume of issues you all were dealing with and how information was communicated?)
  5. Peter
  6. Peter - Prepare for your meeting messaging, info on local co-ops, talking points/materials to leave with them, other co-op constituents, inform yourself on the issue RL - The actual meeting – short amount of time, so use it wisely. Be polite, and respectful of their time. Keep conversation focused and details specific. They may not know about co-ops at all.
  7. After the meeting Report back Follow-up - thank you, provide answers to any questions they may have. Invite them to visit co-ops. Build relationship! 
  8. Lisa Peter Bob
  9. Peter
  10. Peter
  11. Peter – Program Administration HUD creates the program, establishes a national center, which supports and funds work of local centers, who help create co-ops
  12. Peter– HUD establishes the program, provides some oversight, but does NOT administer the program.
  13. Peter
  14. Peter
  15. Peter a poverty rate of at least 20%; is located in a metropolitan area, a median family income below 80% of the greater of the statewide or metropolitan area median family income; or is located outside a metropolitan area, a median family income below 80% of the median statewide family income.
  16. Andrew
  17. This webinar format unfortunately doesn’t allow us to interface with you all very well, so please call or email if you’d like to talk further