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September 24-26, 2004 - AHC Retreat

Pictures of  3 Day Retreat














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AHC Retreat - September 24-26, 2004

The Anahola Homesteaders Council completed a 3-day retreat at the Hanalei Colony Resort in Haena, Kaua'i on September 24-26, 2004.  The purpose of the retreat was to bring together the various team members of Project Faith for a strategic planning meeting.  The meeting agenda was as follows:

AHC Strategic Planning Retreat Agenda

Friday

4:30 – 5:00pm, Members convene at AHC office
5:00 – 6:00pm, Site visit to Project Faith 20 – acre parcel
6:00 – 6:30pm, Travel to Haena at the Hanalei Colony Resort
6:30 – 7:00pm, Everyone takes their time to settle themselves in
7:00 – 7:15pm, Welcome ceremony
7:20 – Dinner

Saturday

7:00 – 7:45am, Continental Breakfast
7:45  - 8:00am, Briefing
8:00 – 10:30 Session begin
10:30 –10:45, Break
10:45 – 12:30pm, Session continues
12:40 – 1:40pm, Lunch
1:50 – 3:00pm, Session continues
3:00 – 3:15pm, Break
3:20 – 4:20pm, Share the mana’o amongst the members
4:45 – 6:00pm, Session continues
6:00 – 6:30pm, Break and prepare ourselves for dinner
6:30 – 6:45pm, Briefing
6:45 – 7:45pm, Dinner
7:50 – Session continues as needed

Sunday

7:00 – 7:45am, Continental Breakfast
7:45 – 8:00am, Briefing
8:00 – 10:00am, Session in progress
10:00 –10:15am, Break
10:20 – 12:00pm Session continues as needed


We started the weekend retreat with a visit to the partially cleared 20 acre Project Faith site.  According to the appropriate Hawaiian protocol we chanted an oli for permission to enter the site.  The group toured the site area and we prayed for the healing of the land.

We decided to separate the retreat participants into three groups to focus on three major aspects of Project Faith that we are currently undertaking.  The three groups were:

I.   Project Imua - the creation of a web-based living document of the community plan for Project Faith sponsored by the EPA Office of Environmental Justice and the creation of an Environmental Impact Statement for the 20 acre Project Faith site.

II.   The EPA Brownfield Clean-up  & Re-Development Planning of the 20 acre Project Faith site.

III.  Considering a Financial Institution for Project Faith.

The task of each group was to have a discussion and develop a timeline and implementation plan for each of the areas being discussed.  The participants included:

I.   Project Imua & Environmental Impact Statement (EIS)
  • Mamie Lawrence – AHC Consultant, Oahu
  • Raadha Jacobstein – AHC Consultant, Oahu
  • Kamahalo Kauhane - Kanuikapono Learning Center
  • Ayako Sato - CPS, EPA, Washington, DC
  • Marva King - CPS, EPA, Washington, DC
Facilitators - Ipo Torio - Kanuikapono Learning Center
                   Nestor Figueroa - Pure Hearts Trust

II.   Brownfield Cleanup & Re-Development Planning
  • Diane Strussmaier - EPA Region 9, San Francisco
  • George Atta – Group 70 International Inc.
  • Terrance Arashiro - Austin & Tsutsumi Assoc.
  • Troy Tanigawa - Kaua'i County Solid Waste
  • Kilauea Wilson - AHC BOD, Hilo
  • Cowboy Molina – Lindner Ranch
  • Lea Young – AHC BOD, Statistician
  • Kimo Gonzalez - AHC BOD
Facilitator: Jimmy Torio - AHC

III.   Considering a Financial Institution for Project Faith
  • William Dorsey - CDFI Consulting Representative, Philadelphia
  • Dave Lawrence -  CDFI Cooperative
  • Jerryl Mauhili – AHC BOD, Oahu
  • Jon Anderton - CPA
Facilitator - Haviland Wright - AHC Treasurer


AHC Retreat Outcomes:

Some of the most powerful outcomes from the retreat were the bonds and relationships that were forged during the weekend retreat.  We achieved Ho'olokahi - Unity.  We now have a better sense of who the person is on the other end of phone.  This will allow us to work closer together to fulfill the work necessary to make Project Faith a total success.  The individual groups delivered the following outcomes:

I.   Project Imua & Environmental Impact Statement (EIS)

Project Imua is the name of the project funded by the Environmental Protection Agency (EPA) Office of Environmental Justice (OEJ) to create a living document of the Community Plan created to document the surface and drinking water quality and solid waste pollution on the 20 acre Project Faith site.

The Environmental Impact Statement (EIS), partially funded by the  Association of Native Americans (ANA) will be produced simultaneously
and will access the overall environmental impact of Project Faith.  This task will be a subset of the overall living document.

Both projects will be documented on our website to create our "living document".  This living document will educate its readers on the historical, current and future environmental public health of Anahola.  Project Imua will be an educational tool for several audiences:
  • Anahola Homesteaders Council Board, Staff and Consultants
  • Kanuikapono Staff, Students and Families
  • Anahola Community
  • Local Partners, Funders and Government Agencies
  • State Partners, Funders and Government Agencies
  • National Partners, Funders and Government Agencies
    • Environmental Protection Agency
    • Office of Environmental Justice
    • etc.
  • Other Communities on a Global Scale
The project team was identified as:
  • Mamie - Project Manager - coordination and reporting
  • Raadha - Environmental Specialist - content expertise
  • Nestor - WebMaster - weave the web of the living document
  • Ipo - Environmental Curriculum - program assurance
  • Kamahalo - Community Outreach - DHHL Relations, Kanuikapono coordinator/planner
We will have conference calls 3rd Tuesday of every month.  We will review all OEJ documentation and paperwork two weeks before each OEJ Quarterly Meeting (1st Qtrly Meeting 10/15/04).

We will combine the EOJ CPS Model with the Ho'olokahi Model
to create a more powerful collaborative community model for Anahola.

We will document the environmental state of drinking water, surface water and solid waste in Anahola.  We will perform aerial investigations of the landscape.  Through community outreach and interviews we will document cultural knowledge of Anahola from its kupuna.  We will capture on video experiences and memories of the area.  We will capture the mo'olelo, hula, oli, meles, songs and chants.  From January through March the students of Kanuikapono will work in the classroom to understand the environmental concepts and technology used to perform the research necessary for Project Imua.  We will collaborate with our environmental specialist to insure the quality of data collection.  From April through May they will do all the outdoor studies, research and data collection.  On June 21st, 2004 we will present our findings at our Kanuikapono Ho'ike.

The Ho'olokahi website will contain a section for Project Imua and for the EIS.  We will capture the story in a "living document" composed of text, photos, videos and data.  The Ho'olokahi Network will unite all the various partners of Project Faith to tell the whole story.  We will publish a project description, implementation plan, Project Imua updates, EIS updates and an annual report.

The design of the website will be a collaborative effort.  We will have multiple authors adding content to the website using similar web development tools available on PCs and Macs.

The website will provide worldwide 24/7 access to the living document.  We will publish a quarterly Project Imua Newsletter that we propose be made available at the Anahola Post Office.  We propose an area be set up in one of the tents at the Native People's Fair, where people can get access to the "living document" through a quarterly newsletter and a volunteer doing a presentation and answering questions. We can also submit articles from our newsletter to Department of Hawaiian Homelands (DHHL) Ka Wai Ola newsletter which has statewide distribution.  We are concerned about the lack of free high speed internet access computers in Anahola.  We propose Kanuikapono can provide access to the community through its technology center.

We worked backwards from our Ho'ike on June 21, 2004 and developed our timeline.
  • 10/15 - OEJ QAPP Quarterly Report
  • 10/19 - Project Faith Groundbreaking Event
  • 11/04 - Project Mtg
  • 12/04 - Project Mtg
  • 01/05 - Classroom Learning
  • 01/05 - Project Mtg
  • 02/05 - Project Mtg
  • 03/05 - Project Mtg
  • 04/05 - Outdoor Exploration
  • 04/05 - Project Mtg
  • 05/05 - Outdoor Exploration
  • 05/05 - Project Mtg
  • 06/05 - Project Mtg
  • 06/21 - Ho'ike Presentation
  • 07/05 - Revise Project Imua Budget/Timeline
The Ho'ike will be a fundraising opportunity where we will showcase all the student/community projects and acknowledge our contributors.

We identified some of the financial resources necessary for a successful implementation of Project Imua.

Project Manager                                     60K
Project Coordinator (Kanuikapono)           30K
Technology Coordinator (Kanuikapono)     30K
WebMaster                                            50K
Consultants                                            20K
Equipment                                              50K
                                                          ======
Total                                                    190K

II.   Brownfield Cleanup & Re-Development Planning

Objectives:

1.    Look at the site
2.    Building and the land (5 pieces)
3.    Identify the school

(Diane)  Site should all meet the same standard – one part of the land doesn’t have to be cleaner than the other.

21 acres that goes one square block.

(George)  Site not highly contaminated.  Heavy metals spread evenly throughout the site.  Left over residue.  Site more contaminated than natural or not?

What are you trying to reach?
•    Industrial standard?
•    Family/children standard?
•    Identify restrictive standards.

State report (DOH) speaks about more study.
Get a letter from DOH for proceed with cleanup.

(George)  How long does bioremediation take?  Is it enough time?  Once we can address those questions, we can make a decision about proceeding. 

(Diane) How much can it get the contamination down? 

Excavate the dirt.  No need to ship outside of Hawaii.  We can do it all in Hawaii.
How long will it take?  How much will it cost?  Process?

(Diane)  Need to get another letter from the state that says who is doing the testing is certified to do the lab testing.

Plant Remediation:
•    Koa tree uses?  On chemicals?
•    Breakfern?  Absorbs arsenic.
•    Sunflower?
•    Need to sell this to a lot of different audiences.
•    Pull all information on plant remediation.
•    What is the baseline study with EPA?
•    Cowboy to clean up the land but when clipping plants, need to take it off site because it would just be recycling the chemicals with the top layer of the soil.
•    Find local plants that could be used instead of foreign plants?  DOH is competent that it is already here.  More information is needed on the nursery process. 
•    CTARH looking for ways to dispose of the leaf product more effectively.  It all relates to a cost to something (transportation, disposal).
•    Doesn’t know if the concentration in the cuttings is equal to hazardous waste.
•    Composting?
•    Need to plant 16 inches apart.
•    Irrigation water?  Water to make it grow?
•    What is the biouptake zone?
•    Paspalum – another alternative besides the Breakfern.
•    Which one is more effective?  Efficient?  What if used the grass and then the breakfern?  At the end of the project, take it all out.
•    Grass controls dust, the runoff, and if you keep clipping off the top and disposing, the concentration levels of the chemicals may decrease.
•    How far down does the grass grow? 

Water:
•    County – 800 feet towards the residents
•    Drill
•    Ocean
•    Drinking water – do we have irrigation water?  It would be a waste to use potable water for planting.
•    What is the DHHL availability to providing water?
•    Ditch water is important – DHHL (ask them)
•    Can the irrigation system we use for remediation be incorporated into existing ditch system.
•    Funding availability for restoration of ditch.

Land:
•    If we moved it around, could some of the areas be capped?  If there is going to be a commercial center, and we pour concrete, does it still need to be capped?  It makes more sense to clean up the site instead.  It could turn out to be a different site in the future.
•    It can’t be designed as a flat pad.  Too difficult because they don’t know what the parameters are.  Cannot make assumptions on how far down we can remediate.
•    “Clean up things first before you move your furniture.”
•    Once you take care of it and you test it, you’re not limited on what you can do.
•    How far down is the cleaning acceptable?
•    Field testing kits – bioassay field test (tests to see if the plants did their job or not).  Not expensive and you can take your sample and it tells you if its there or not.  You know whether you’re going to pass or not (threshold test).  Need a 40 hour trained person to actually do the test.  Can use grant money to get the training – EPA doesn’t do the training. 
•    Price comparison for bioremediation – current proposal is extremely high.  Need to investigate other alternatives because the land isn’t that contaminated. 
•    Cost of transportation:
1.    barge
2.    trucking
•    Don’t need to sample intensely
•    On edenspace proposal, there is no time element.
•    Ask people who grow plants what takes up arsenic?
•    Does UH have people who are plants experts?  Contact CTHAR extension – interested to see how far AHC will take the initiative.
•    Will UH be the monitoring agent?
•    (George)  How much water is needed?
•    Where is the water coming from?
•    Does the transmission lines have the capacity?  Contact Robin Robinson (G&R).
•    (Terrance)  Size – above ground system
•    Pipe size and pressure depending on G&R.

Solid Waste Management: (Troy Tanigawa)

•    Situation with disposing on Kauai – inevitable that we have to visit one of their facilities.
    What can come to certain facilities, what is accepted, etc.
    Landfill is primary disposal component on Kauai.
•    What is the level of acceptance in the landfill? 
    Regulated or a primary contaminate, the landfill will usually have thresholds for certain things.  If you think your waste is contaminated, you have to bring in experts to determine characterization of the waste. 
•    County of Kauai doesn’t deal with hazardous waste and would refer to some other source.
•    EPA grant can be used for waste characterization.
•    In the process of identifying our trash (junk cars, etc.), what kind of help can we get removing that waste if we don’t have any money?
    Talk to the mayor and see where he stands and what he is willing to do.
    Have a metals recycling facility that can take the large appliances in at no charge (refrigerators, heaters, etc. – “white goods”)
    White goods with freon and white goods without Freon – two categories to the metal recycling facility.
    Junk cars – minimize damage as much as possible.  Residential (cars and passenger trucks) are no cost.  No commercial vehicles… less than ¾ ton.
•    Scrap tires need to go to a recycler.  Prohibited from the landfill.  Has to be easily separable from the original load.  (Unitek Solvent Services)
•    Batteries need to be recycled.  Call PS&D or Delco.  Delco will come and pick it up for a small fee.
•    Landfill doesn’t except bulk liquid waste. 
•    Medical waste.  Unlikely that we will come up with this. 
•    Anything that comes through the landfill, it has to pass a few tests.

Site Clean-up Work Plan – 25 September 2004

1.    Priority
2.    AHC produces a detailed work plan
3.    Template from Diane – does it / does it not apply to me? 
4.    Get the major players together (those who are volunteering their services – construction, etc.) and talk about who wants to do what.  Take that and form a timeline.  See how activities affect each other and who needs to be available at what time.  CONSTRUCTION MANAGEMENT.  Need construction coordinator.
5.    Who is going to have access to your site?  How do you control it?  Do they have their 40 hours health and safety training?  Get someone qualified.
6.    Check with DHHL to get an acre on the side of the site for staging (unloading and loading).
7.    Maintain name of “Brownsfield” site.
8.    Pile of costs that we need to decide how to allocate – hold money for sampling before spending.
9.    Brownsfield money is not allowed for anything other than clean-up purposes.
10.    Need to solicit other bids for phytoremediation aside from edenspace.
11.    If going with Pioneer Seeds, we need to find someone to be the project manager so that Jimmy doesn’t need to wear 100 hats and go back and forth between areas of the project.

[George/Terrance/Cowboy:]
**Pioneer Hybrid
Planting and field preparation
Plow and planting
1.    phytoremediation plan
2.    Final clean-up clearance

Discussion with Pioneer Hybrid:
Discuss about arsenic removal.
Will they consider involvement?
Encourage new business creation
Is there land they’re using certified and approved?

•    Give them test results
•    Give them clean-up standards (state or federal EPA standards) - tell them that children will be on the site.
•    Tell them it was an old pineapple and sugar field
•    Timeline – the EPA is a 2-year grant and it is a couple year clean-up
•    Acreage of site
•    What more do we need to get for you?  What do the scientists need?

** Pioneer can come with bioremediation plan and use the site as a test case for a new business for them.

Constraints:
1.    Never enough money to find bodies to work on these kinds of projects.
2.    Finding someone who is ready to step up to the plate.
3.    Need to find a local resource just in case the mainland resource is not available just in case something goes wrong.
4.    Will they stick around to help us in the end?  With the arsenic uptake, can we meet the levels of the state?

What’s in it for Pioneer in the end?
1.    New start up company
2.    Improve relationships
3.    Prepare a contribution list for partnerships
4.    Recognition from EPA on a Brownsfield site (positive publicity)
5.    Provide growers training program for agriculture and biotechnology


III.   Considering a Financial Institution for Project Faith

Summary of Financial Group Discussion:

In our discussions on Saturday (25 Sept 2004), the finance group considered two topics – funding Project Faith and the potential for launching a Community Development Financial Institution (CDFI).  The funding issue is driven by the estimates for the total cost of completing the physical structures for Project Faith.  These estimates are consistently in the $25 million to $30 million range.  While the possibility of a CDFI has been under consideration for over a year, the participation of Bill Dorsey and David Lawrence in our planning weekend gave us a unique opportunity to re-visit this topic with experts.

Funding Project Faith

§         Overall there has always been an understanding that Project Faith would require substantial funding, but it is important to review the recent history.

§         In 2002, DHHL granted AHC a lease on the 20 acre Project Faith site.  This site was the subject of EPA Brownfields and Green Building projects funded through DBEBT.  AHC itself was funded primarily through an ANA grant.

§         In 2003, AHC took in very little money.  The ANA grant was complete.  The grants that are providing the current funded were written in the fall of 2003 and the first half of 2004.

§         In 2004, we are continuing to write grants.  Having won about three-quarters of a million dollars from EPA and ANA, we are a good candidate for further funding this year.  Winning grants is one of the ways we can distinguish our project.  Other, equally important ways are

o       Make visible progress by clearing the Project Faith site and starting the open air market.

o       Erect temporary structures, such as tents, on the site to support the market

o       Actively engage with the community, especially on the Environmental Justice grant.

§         How we use the funding we get is at least as important as getting it.  The financial discussion group on Saturday spent much of its time discussing Project Faith management and leadership.  These are important in order for policy decisions to be taken and enacted.  The board must be active, meeting regularly and following up with oversight to assure that policies are being followed and that the obligations of the AHC organization are being met.

§         As the project makes progress, new sources of funding will become available.  A focused effort to identify new sources of funds is necessary.  These sources may include

o       Government agencies

o       Private foundations – both local and national

o       Private financing based on the project’s expected future capability to earn revenue through operations.  Given the intention to include affordable housing in the project, we should consider the possibility of using financing that takes advantage of our eligibility for Affordable Housing Tax Credits.

o       Operations:

§         Self sustainability must be a primary focus of Project Faith planning and day-to-day decision making.  The closer we are to sustainability and profitability based on our operations, the more independent we can be.  It may be possible to sub-divide the project so that some parts are financially independent while others are still seeking and receiving grant funds.  An analysis of the financial futures of the individual units in Project Faith will make it possible to anticipate our financing alternatives:

o       School

o       Learning center

o       Kupuna housing

o       Cultural center

o       Commercial and retail space

CDFI - Community Development Financial Institution

Over the past two years, Kauai has lost some of the micro loan and community loan funds that have provided capital to small businesses on the Island for startup and expansion.  For Project Faith, this development makes it more difficult to fund some of the businesses that are needed to make Project Faith a success.

As an incubator for businesses in Anahola, project faith has proposed offering technical assistance such as training and business consulting as well as access to capital.  This technical assistance helps get new business owners and managers ready to make productive use of capital to start and grow new businesses.

Project Faith is a unique site for a CDFI because it combines its location in the Anahola community with its location on the Kuhio Highway, a heavily traveled road that connects Lihue with the affluent North Shore.  This combination, along with the generally accepted sense on Kauai that giving back to the community is a essential part of Island life, offers the possibility that a CDFI with depository status might be able to do business as a credit union or other bank-like organization, lending money on reserves created by deposits – in addition to the reserves created by equity investment.

Notes from the Flip Charts:

2002:  Land, EPA Brownfield and green building through DEBDT
2003 - 2004:  No $, Writing Grants
Now -- EPA, EPA-OEJ, ANA

Visible Progress --

Funding:
  • Management -- Focus, Results
  • Board of Directors
  • Community
Sources: (building on our first support)
  • Government
  • Foundations
  • National
  • Local
  • Private Financing
  • Affordable Housing
  • Bonds
Long term sustainability of operation
  • School
  • Kupuna
  • Housing
  • Cultural center
  • Commercial and retail
Acct/audit

CDFI - Community Development Financial Institution
  • We have a real site
  • Incubation -- make real businesses
  • $ -- TA -- Training (helping people get qualified to borrow)
  • Goal -- build wealth in the community
  • Credit Union (?)  lack of finance today
  • Equity investment (finding sources for grants the provide first equity)  EDA --
  • Deposits (lots of liquidity -- not much mobility)

We thank all the participants in this retreat for all of their mana'o and contributions throughout the weekend.  All of their input was very valuable and will support our future endeavors at Project Faith.  We captured what we each took away from the AHC Retreat in the following flip chart.

Aloha
A'o
Ho'okipa
Ho'olokahi
Ho'oma'ema'e'ana
Ho'omau
'ike
'ike ho'omaopopo
Lokahi
Kuleana
Ma'alahi
Mahalo
Mana
Mana'o'i'o
Mana'olana
Na'au ho'oki 'eke'
No'ono hana
Ohana
Love
Wisdom
Hospitality
Unity


Knowledge

Harmony
Responsibility
Simplicity
Gratitude
Spiritual Power
Faith
Hope
Willingness

Family

We want to give a very special acknowledgment to Marie Torio and her team:
  • Kawaihau Torio
  • Kainani Torio
  • Kimo Gonzalez
who took such wonderful care of all of us and made sure we were fed all of the time so we could get our work done.  A big Mahalo to all of you, we could not have done it without you!!!













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