Community Benefits Submittal SLIDE 1 - Introduction My name is ________ and I am the ___________. As many of you know, the SFPUC is in the business of providing high quality, efficient, and reliable water, power, and sewer services What you may not know, is that we are also in the business of being a good neighbor to the communities impacted by our services and operations. Community Benefits Program External Affairs Division San Francisco Public Utilities Commission

Good Neighbor Policies Community Benefits Policy (SFPUC Commission Resolution No. 11-0008 dated January 11, 2011) Directs the SFPUC to be a good neighbor to all whose lives or neighborhoods are directly affected by our operations, programs, and policies. Establishes the Community Benefits Program under External Affairs to implement the policy and guide our agency’s investments in the community. Defines community benefits to be the “positive effects on the community that result from the operation and improvement of our water, wastewater and power services.” Environmental Justice Policy (SFPUC Commission Resolution No. 09-0170 dated October 13, 2009 Affirms and commits to the goals of environmental justice to prevent, mitigate, and lessen disproportionate environmental impacts of its activities on communities in all SFPUC service areas to ensure that public benefits are shared across all communities. SLIDE 2 - CB Policy (See Appendix X) In 2011, our Commission passed a Community Benefits and Environmental Justice Policies to ensure that the SFPUC is a “good neighbor” to all whose lives or neighborhoods are directly affected by our operations, programs, and policies. We are proud to be first public utility in the country to have these policies. The policies established the Community Benefits Program under External Affairs to implement the policy and guide our agency’s investments in the community. We define community benefits as those “positive effects on a community that result from the operation and improvement of our water, wastewater and power services.”

Community Benefits in Contracts We invite our contractors to adhere to our Community Benefits Policy by embedding community benefits criteria into SFPUC Request for Proposals of RFPs $5 million and above. Our goal is to partner with contractors who have a strong commitment to community benefits and corporate social responsibility. Contractor commitments must be: Consistent with the goals and outcomes of the Community Benefits Policy. Firm, quantifiable, and measurable. Performed during the life of the Agreement. Working together, our goal is to make significant, positive community impact in the communities and neighborhoods throughout the Agency’s service area. SLIDE 3 - CB Commitments in Contracts We are inviting our contractors to join us our efforts to be a good neighbor by putting community benefits commitment requirements into professional service RFPs over $5 million and above. Our goal is to partner with contractors who have a strong commitment to community benefits and corporate social responsibility. To date, there are XX contracts in Water, Power, and Wastewater that include CB commitments from contractors. Contractors have committed $XXX million to local schools and nonprofits over the life of their contracts. Contractor commitments that are consistent with the outcomes of the CB Policy and are firm, quantifiable, and measurable Information Regarding the Contract: Term - CB commitments are performed and provided during the life of the Agreement (XX-years) Contract Amount - The Contract Amount is $XXX million.

Program Parameters Any of the community benefits commitments that the contractor voluntarily commits must directly benefit the communities, neighborhoods, and/or residents served by or impacted by the SFPUC. Community benefits commitments are financial contributions, volunteer hours, and in-kind contributions. Commitments must support nonprofit and charitable activities and shall not go to, nor benefit any SFPUC employee. Commitments must be delivered at zero dollar cost to the SFPUC. Commitments are separate from and in addition to any regulatory or legal requirements related to the contract. Commitments are considered binding once they are included in the final agreement. Commitments must be delivered progressively over the life of the agreement and activities can only commence once there is a Notice to Proceed (NTP) associated with this project. SLIDE 4 - Parameters of the Program Any of the community benefits commitments that the contractor voluntary commits to should directly benefit the communities, neighborhoods, and/or residents served by or impacted by the SFPUC. Community benefits commitments are financial contributions, volunteer hours, and in-kind contributions. Commitments must support nonprofit and charitable activities. Commitments shall not go to, nor benefit any SFPUC employee of or entities associated with the SFPUC. Commitments must be delivered at zero dollar cost to the SFPUC. Commitments are separate from and in addition to any regulatory or legal requirements related to the contract. Commitments are considered binding once they are included in the final agreement. Commitments must be delivered progressively over the life of the agreement and activities can only commence once there is a Notice to Proceed (NTP) associated with this project.

Geographic Scope of Commitments Commitments must be delivered to areas where the SFPUC operates and provides services: Tuolumne, Mariposa, Stanislaus, San Joaquin, San Francisco, Alameda, San Mateo, and Santa Clara counties Preference is given to communities impacted by the project. SLIDE 5 - Geographic Scope Commitments must occur where the SFPUC operates or provides services. This includes the following counties: Tuolumne, Mariposa, Stanislaus, San Joaquin, San Francisco, Alameda, San Mateo, and Santa Clara County. Priority will be given to commitments that are delivered to the communities directly impacted by the RFP – in this case: X Counties. Reminder that these are dollars that will be going out to the impacted communities, not to the SFPUC.

Examples of Contractor Commitments (for illustrative purposes only) Workforce Development: Eg. Support programs that provide referral services and remove barriers to employment; provide on the job training, internship and career exploration opportunities Education: Eg. Support programs that advance engineering and science education; provide mentorship, tutoring, and scholarship opportunities to disadvantaged communities Economic Development: Eg. Support programs that develop small, local businesses; offer trainings and technical assistance at the Contractors Assistance Center; offer mentor-protégé opportunities Environmental Justice: Eg. Support programs that give residents safe places to learn, exercise, play, and congregate; improve environmental health indicators related to high pollution burdens in the community; and ensure that residents and neighborhood businesses are able to remain in the community despite the high cost of living, displacement, and gentrification. Corporate Innovation: Eg. Ocean Beach clean ups, holiday events and other impactful volunteer opportunities SLIDE 6 - Examples of Community Benefits Contractor Commitments We ask our firms to bid on the following categories: Workforce Development Education Economic Development Environmental Justice Corporate Innovation This slide shows a list of examples of types of commitments firms have already made. For this contract, the focus is on environmental justice and corporate social innovation. * For this contract, the focus is on environmental justice and corporate social innovation.

Table will be included in the final agreement Community Benefits Table   (B) (C) (D) (E) (F) Description of Community Benefit/Initiative Community Partner (when applicable) Expected Outcomes (be as specific as possible) Timetable & Duration Direct Financial Contribution Volunteer Hours Volunteer Hourly Rate (Specify a rate for all hours) Total Value of Volunteer Hours (B x C) In-Kind Contributions Total Contributions (A + D + E) 1. 2. TOTAL  SLIDE 7 - Community Benefits Table Description of any CB commitments in terms of direct financial contribution, volunteer hours, and in-kind contributions. It should all be translated into a monetary amount. The table will be included in your final agreement. Table will be included in the final agreement

Community Benefits Evaluation and Scoring Proposal will be reviewed by a separate panel who have community benefits expertise. The community benefits submittal is worth 5 percent of the total points. You will be evaluated on the following criteria: Section Criteria % of total CB points A Work Approach 20% B Project Team and Organization 10% C Community Benefits Commitments (table) 60% D Accountability and Deliverables 5% E Statements of Understanding SLIDE 9 – Proposal Review Process Your submittal will be reviewed by a separate panel of three people who have CB expertise The CB Submittal will count for up to 5 points toward the 100 total score of your proposal Scoresheet: You will be evaluated in the following criteria: Section A: Work Approach Excellent proposals provide a cohesive and integrated plan for community benefits that aligns the company's values with the SFPUC's community benefits policy. Excellent proposals will deliver outcomes to the communities impacted by the project. Section B: Project Team/Organization Excellent proposals have a highly qualified community benefits team who will implement the community benefits plan. Excellent proposals detail the team's specific responsibilities, expectations, decision making authority, and relevant contact information. Section C: Community Benefits Commitments Excellent proposals will provide Community Benefits Commitments consistent with the outcomes set forth in the Community Benefits Policy (Category will be described in RFP). Excellent proposals will summarize the type of commitments (volunteer hours, direct financial contribution) in the Community Benefits Summary Table as well as clearly describe the commitment amounts both annually and over the life of the contract. Excellent responses will provide sufficient enough resources to achieve the outcomes set forth in the proposal. Section D: Accountability (Performance Measures, Deliverables, and Statement of Understanding) Excellent responses will provide detailed descriptions of the accountability measures in accordance with the requirements described in the RFP. Excellent proposals will detail a clear plan for tracking, monitoring, and reporting on a regular basis so that the SFPUC can easily verify and confirm that the Proposer's Community Benefits Commitments are delivered to the intended community throughout the life of the agreement. Section E: Statements of Understanding Submittal instructions are followed. Excellent proposals are well organized and have texts that do not exceed 5 pages with a completed community benefits summary table. Proposal includes Statements of Understanding.

Community Benefits Submittal Formatting Text should not exceed 5 pages Use minimum of 10 point font and one inch margins Table can be placed on an 11X17 sheet Each page should include the proposers name and the title and number of the RFP Submit Community Benefits Proposal in SFBID. SLIDE 9 – Community Benefits Submittal Formatting Format - Text should not exceed 5 pages. Use minimum of 10 point font. 1-inch margins. Number each page. Table can be placed on 11X17 sheet.

Community Benefits Reporting Once a Contract has been Awarded: Schedule a meeting with the Community Benefits Program to develop a Work Plan and Timeline within 3 months of issuance of an NTP. Schedule annual meetings with the Community Benefits and Social Responsibility Manager over the life of the contract to review the Work Plan and Timeline. Submit to the Community Benefits and Social Responsibility Manager Annually: 2 Progress Reports (including documents to verify delivery of commitments). 1 Final Report and Newsletter (for online publication). SLIDE 10 – Reporting Once a contract has been awarded, schedule a meeting with the Community Benefits Program to develop a Work Plan and Timeline within 3 months of issuance of an NTP Schedule annual meetings with the Community Benefits Manager over the life of the contract to review the Work Plan and Timeline Submit to the Community Benefits and Social Responsibility Manager Annually: 2 Progress Reports (including documents to verify delivery of commitments) Final Report and Newsletter: (for online publication)

For more information, please visit us at: www.sfwater.org/communitybenefits For questions, please contact: San Francisco Public Utilities Commission Contracts Administration Bureau Attn: rfp@sfwater.org 525 Golden Gate Avenue, 8th Floor San Francisco, CA 94102