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Issue Introduction
Overview and Explanation of Bloomington Cooperative Living
Why BCL needs the support of Metz Grant
Strategic Expansion Init iative (SEI) Explanation
Implementation of SEI
Wrap-Up
Question and Answer Session
AGENDA
"Cooperatives are a reminder ... that it is possible to pursue both economic viability and social
responsibility."
–– UN Secretary-General Ban Ki-Moon
recognizing 2012 as the International Year of the Co-op
BCL MISSION:
Provide affordable housing, while engendering an open and supportive community among its members, based on the values of cooperation, sustainability, democratic self-governance, self-sufficiency and healthy living.
Cooperation
VALUES
Self-Sufficiency
Sustainability
Healthy Living
Community
Self-Governance
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
BCL is unique in that it
is an organization that
helps low-income
students help
themselves by
providing them with
the tools they need to
succeed and teaching
them how to use the
tools
NEED STATEMENT
21.9% of Monroe County residents are
below poverty line:
►15% of those are students or alumni
►40% of MC’s very poor residents
are aged 18-24 (8% IN average)
►RPS raises rates by at least 3%
annually
►Rising costs and lack of affordable
housing
►Off-campus student alienation
►Student transiency
95% of BCL members qualify for low-
income housing
►BCL Members save close to $3400
a year on housing as compared to
RPS housing.
►We have not raised our rent in 3
years.
►We welcome both student and non-
student residents.
►We create a community to avoid
alienation.
►Co-op institution provides continuity
and flexibilityISSUE
SOLUTION
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
BCL BUILDING BLOCKS OF OPERATION
donations and
recycling
town-gown
relationships
INTERNAL
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
Tasks
Decision making
Officers
THE BCL ALTERNATIVE
BCL
Monthly
Co-Op meetings
Land
Lord LiaisonTreasurerFood Buyer
Ad Hoc
Tasks
Individual
Cleaning
Chores
Weekly
PotlucksDaily Dinners
Weekly House
Meetings
Bulk Food
Purchases
Food
Donations
Furniture
RecyclingSavings
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
WHAT IS BCL?--FACTS
• Founded: 2007
• Status: Incorporated Federal 501(c)(3) not-for-profit ( since 2.2011)
• Governance: Democratic, member-run self-governance
• Target Market: low-income IU students and alumni
• Operation Strategy: Leveraging economies of scale, labor sharing
• Current Membership: 33 # of Houses: 3
• Annual Growth: + 13 members/ year , +1 house/ year
• Annual Operating Budget: $123, 975
• Room and Board Rates: $475 to $575 (monthly)
• Property management: Group lease from landlord
• Average Annual Member Savings: $ 3,368
UNDERGRADS26%
GRADS44%
ALUMNI26%
POST DOC4%
Member Composition:
5
18
33
45
0
5
10
15
20
25
30
35
40
45
50
2009 2010 2011 2012
Annual growth
(August-May)
2010-2011
RPS
Room and
Board
BCL
Room and
Board
$8218 $4850
BCL Savings $3368 41% reduction
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
BCL PROPERTIES
Bag End
• Fall 2008
• 831 W. 6th St.
• 5 members
Helms Deep
• Fall 2009
• 630 E. Atwater
• 13 members
7/11
• Fall 2010
• 711 Kirkwood
• 5 members
Woodlawn
• Fall 2011
• Woodlawn Ave.
• 12 members
House
picture House
picture
House
picture
House
picture
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
RATIONALE
Need for affordable and flexible housing arrangement to
aid current or former students
Need for skills training in cooking, grocery
shopping, finances and household management
Need for welcoming, supportive
community off campus
Need for efficient and
sustainable living
Need for student
transiency mitigation
BCL provides flexible
affordable food and
housing
BCL teaches cleaning, cooking, living
with others, house management
BCL breaks isolation associated with poverty
through a peer-to-peer help network
BCL connects students with opportunities to grow
their own food, make and recycle furniture, clothing,
BCL, as an organizational entity, establishes a long-standing
relationships with landlords, city and university officials while
providing continuity to students
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
BCL ISSUE
SEI SOLUTION
►Strategic and structured
investments in the
organizational infrastructure
along the parameters of
►(a) Leadership
►(b) Operations and
►(c) Management
will provide in a more
stable and robust
infrastructure that will fuel
BLC’s continued growth
PROBLEM
►Because of strong demand for
affordable community living,
BCL has grown exponentially but
organically.
►Currently BCL lacks foundational
structure to support and provide
stability for sustainable growth of
the organization in the future
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
STRATEGIC EXPANSION INITIATIVE
• GOAL: Strategically expand BCL to provide affordable housing to a greater number of needy students
• OBJECTIVE: Improve BCL’s foundational structure along the parameters of Leadership, Operations
and Management
Leadership Operations Management
►Training
►Stipends
►Marketing
►IT infrastructure
►Office Space
►House Deposit
►Accounting
Strategic Expansion Initiative
Outcome
A stronger
cooperative
community better
prepared to support a
larger cooperative.
Outcome
An operational
foundation that can
support the quick
growth of the
cooperative.
Outcome
Increase in
accountability,
transparency and
stability of finances.
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
IMPACT ANALYSIS
IMPACT
►Better Need-Matching
►Building Community
►Organizational
Health
Outreach
►Social Capital
►Diversity
►Reputation
►Succession
Planning
Infrastructure
►Continuity
►Credibility
►Competence
►Capacity
Leadership
►Initiative
►Creativity
►Skills
►Strategy
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
SEI:BUDGET
Item Unit Cost Quantity Total Projected
A. New Desktop Computer $1000 1 $1000
B. QuickBooks Simple Start
Accounting Software
$13 per month 36 $468
C. Office Space in the IMU
Activities Tower
$1 per sq. foot 200 $200
D. NASCO Cooperative
Education and Training
Institute, program fees
$100 5 $500
E. Travel Expenses to NASCO
Institute
$26 5 $130
F. Advertising Budget N/A N/A $900
G. Rent Stipend for
Accountant
$600 1 $600
H. Need-based rent stipend $600 2 $1200
I. Savings for a Deposit to
Purchase a House
$200 per month 36 $7200
J. Indiana University Credit
Union Banking
$10 per month 12 $120
Total: $12318
BCL requests the support of the Metz Grant in the amount of $4998 to cover items A- H only.
Items I-J will be paid by BCL through additional sources of financing.
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
ADDITIONAL FUNDING
Additional Costs
$7320Parking Space Sales $2700
$ 660 Boarding Members
$3960 Member Savings
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
SEI IMPLEMENTATION TIMELINE
‘13
Winter
‘13
Fall
‘13
Summer
‘13
Spring
‘12
Winter
‘12
Fall
‘12
Summer
‘12
Spring
‘11
Winter
‘11
Fall
‘11
Summer
‘11
Spring
Leadership
NASCO Training
Stipends
Operations
IT Infrastructure
House Down-Payment
Management
Accounting
IMU Office Space
Outreach and Advertising
Introduction BCL Overview Case for Metz SEI Explanation Implementation Wrap-Up
Issue Introduction
Overview and Explanation of Bloomington Cooperative Living
The case
Strategic Expansion Init iative (SEI) Explanation
Implementation of SEI
WRAP-UP
“Research based on field studies, laboratory and field experiments,
game theory, and agent-based models has conclusively demonstrated that it is possible for
individuals to act collectively to manage shared natural resources on a sustainable basis."
–– Elinor Ostrom , Nobel Prize Winner
and IU Professor
Q&A
APPENDIX
• Showcase:
• Potlucks
• BCL Alumni
• Sustainability
• What is NASCO?
• Effective SEI implementation parameters
• SEI Budget Visualization
• Key Contacts
• Works Cited
SHOWCASE: Sunday Potlucks
SHOWCASE: BCL Alumni
Emily Cheney- NASCO National Board
Zach Dwiel– High-tech Entrepreneurial Startup
Daniel Weddle –Bloomington Cooperative Plots
Eric Scott– Non Profit Management
Melanie Frank- Farmer’s Market Management
Currently all students who have
been members of BCL have either
graduated or are on track for
graduation. All alumni members
hold at least a part-time job.
SHOWCASE: Community
involvement
Open-Mic Wednesdays
Free Skool
Couch Surfer Hosting
SHOWCASE: Sustainability
Gardening and
Farming
Recycling
Bloomington
Grower’s Guild
Membership
EFFECTIVE SEI IMPLEMENTATION
PARAMETERS
SEI BUDGET VISUALIZATION
Computer8%
Accounting Software 4%
IMU Office Space2% NASCO Training
4%
NASCO Travel1%
Advertising 7%
Treasurer's Stipend5%
Need-based Stipend
10%
House Deposit58%
Banking1%
Budget Break-Down
• NASCO is a foundation that aids in the establishment, growth, and training of student cooperatives across the United States.
• NASCO Institute: Ann Arbor Michigan November 4-6, 2011
• A cooperative educational workshop that teaches:• cooperative values
• how to expand and maintain a sustainable cooperative
• As an expanding cooperative it is important that we send representatives from BCL to this event to increase knowledge and strengthen our community.
• Cooperative members attending the institute are expected to return from NASCO Institute and share their new found knowledge to fellow BCL members formally at the monthly BCL co-op wide meeting.
• Grant money will be used to:• Pay NASCO Institute fee of $100 a person for 5 people totaling $500
• Partially subsidize travel expenses at $26 a person totaling $130
Membershpping Process
Submit an Application
Attend Events and Potlucks
Attend Membershipping
Dinner
Get voted on by current members
Sign room lease and BCL contract
LEARNIN’ SOME SKILLZ
► Elliott Hayden
812-391-4302
► Barbara Carroll
► Alexandra Chtchedrina
720-236-0250
► Seth Frey
812-650-2199
KEY CONTACTS
CONTACT US :
E-MAIL us:
Find us on the WEB:
http://bloomingtoncoop.org/ and
http://bloomington.freeskool.org/
Find us on FACEBOOK:
https://www.facebook.com/group
.php?gid=6203132425&ref=ts
Follow us on TWITTER:
bloomingtoncoop
Works Cited
• STATS Indiana. Information for Indiana. Bloomington: , Web. 3 Mar 2011. <http://www.stats.indiana.edu/profiles/profiles.asp?scope_choice=a&county_changer=18105&button1=Get+Profile&id=2&page_path=Area+Profiles&path_id=11&panel_number=1>.
• Greenburg, Sarah. "Homelessness in 2010: An Analysis of Indiana Cities ." School of Public and Environmental Affairs, Spring 2010. Web. 1 Mar 2011. <http://www.indiana.edu/~spea/pubs/undergrad-honors/volume-4/greenberg_sarah.pdf>.
• Bloomington, Indiana Poverty Rate Data - Information about poor and low income residents. Web. 3 Mar 2011.< http://www.city-data.com/poverty/poverty-Bloomington-Indiana.html>.
• IU Bloomington housing rates to increase by 3.22 percent. Web. 1 Mar 2011. <http://newsinfo.iu.edu/news/page/normal/2900.html>