CBA Decision-Making Rubric

Determining when a CBA program is appropriate and what commitments will best address community needs is a process that involves multiple stakeholders, phases, and steps. To make decisions efficiently and choose the correct commitments, it is critical to establish internal and external decision-making bodies and follow a logical process that involves research, robust community engagement, and thoughtful consideration of communities, potential commitments, and desired outcomes. These processes and decision-making tools are outlined below.


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The Project Assessment Tool has been developed to expand the existing Steelhead Risk Scorecard and include additional inputs, allowing for a deeper project-level evaluation. These inputs include project capacity, permitting body,  geographic information, and demographic factors. Together, the risk scorecard and these additional inputs provide a decision-making aid that allows the development team to determine a project’s CBA-value and the level of commitment appropriate for a project community. 

  • Scores 1.5-5: low CBA-value
    • Entry-level commitments up to $24,999 per year per project.
  • Scores 6-10: moderate CBA-value
    • Standard commitments in the range of $25,000 - $30,000 per year per project.
  • Scores 11-15: high CBA-value
    • Advanced commitments totaling more than $30,000 per year per project.
CBA Scorecard
Score
Weighting
Weighted Score
Policy Risk
Do county ordinances or zoning codes restrict wind energy?
2
#
Does county policy lack a positive stance on renewable energy?
.5
#
Is there a lack of state-level backing for renewable energy?
.5
#
Policy Risk Score
#
Political Risk
Have current local decision-makers expressed opposition?
2
#
Have influential voices expressed opposition?
.5
#
Have established groups organized against renewable energy?
.5
#
Political Risk Score
#
Sentiment Risk
Is the local media coverage regarding renewable energy projects negative?
.75
#
Is there an absence of other permitted renewable energy projects?
.75
#
Is there a history of opposition to local development projects generally?
1.5
#
Sentiment Risk Score
#
Capacity
Is the anticipated capacity of this project greater than 300MW?
2
#
Is the anticipated capacity of this project between 150MW and 299MW?
1.5
#
Is the anticipated capacity of this project 149MW or less?
1
#
Capacity Score
#
Population
Is the population density in this county between 0 and 5.9 persons per square mile?
2
#
Is the population density in this county between 6 and 19.9 persons per square mile?
1
#
Is the population density in this county between 20 and 35 persons per square mile?
.5
#
Is the population density in this county over 35 persons per square mile?
0
#
Population Score
#
Economics
Is the percentage of people in poverty in this county greater than 20%
2
#
Is the percentage of people in poverty in this county between 11% and 19.9%?
1
#
Is the percentage of people in poverty in this county under 10.9%?
.5
#
Economics Score
#
Total CBA Value:
#

*While there are clear federal definitions for population density in urban settings of over 2,500 people per square mile, rural population density is often simply described as regions that do not meet the definition of urban. The Health Resources and Services Administration defines rural areas as having at least 400 square miles in area with a population density of 35 or fewer people per square mile and no nearby population from an urban area. Based on 2020 Census data, 20.3% of the population (62.8 million people) and 87.4% of the country's land area is rural. The population density ranges used in this scorecard were chosen by reviewing the population densities in rural counties across the United States, identifying common breakdowns within the rural segment of 0-35 people per square mile, and making a judgment about how to delineate ultra-rural areas (0-5.9 persons per square mile) vs. other bands.

** The poverty threshold or limit is defined as the minimum income deemed adequate to survive while meeting basic needs, calculated by estimating the total cost of one year's worth of necessities for the average adult. According to US Census data, 11.1% of people nationally are living below this threshold. This was chosen as the lower limit for our middle band of poverty in the Economics section of the scorecard. Persistent poverty is defined as regions having poverty rates above 20% over a sustained period, of which there are 341 counties that meet this definition as of 2024. This was selected as the lower limit of our highest band of poverty.

Decision-Making Matrix

The Matrix provides a nimble visual aid that the development team can use to evaluate project community dynamics in conjunction with the Project Assessment Tool. The Matrix will help determine if a CBA is appropriate and what commitments will best address community needs. 

Responsibility
Consideration
Decision-Point
Legal Counsel
Is this project being developed in a state that has a regulatory requirement for a CBA?
Legal Counsel
Is this project being developed in a municipality that has a regulatory requirement for a CBA?
Public Engagement
Have other renewable developments in the project area included CBAs?
Public Engagement
Have conversations with decision-makers, key stakeholders, or the community revealed a desire for or receptivity toward additional community benefits?
Lead Developer
Will this project provide a broad tax revenue increase to the project community?
Lead Developer
Does this project include a large number of local landowners?
Lead Developer
Does the project community have permitting authority?
Lead Developer
Using the Project Assessment Tool, is this a high CBA-value project?
Lead Developer
Using the Project Assessment Tool, is this a moderate CBA-value project?
Lead Developer
Using the Project Assessment Tool, is this a low CBA-value project?
All
Is a CBA appropriate?
CBA Committee
Have conversations with decision-makers, key stakeholders, or the community revealed a preference for financial or non-monetary commitments?
CBA Committee
If funding is preferred, what rises to the top: infrastructure upgrades, community programs or resources, gifts to specific institutions or funds, or something else?
CBA Committee
Have specific funding needs or recipients been identified?
CBA Committee
If non-monetary commitments are preferred, what rises to the top: labor practices, training or apprenticeship programs, infrastructure upgrades, or something else?
CBA Committee
Have specific commitments or programs been identified?

Commitment Evaluation Rubric

After completing a thorough community listening process, the CBA Committee will evaluate potential commitments to present as recommendations to the Lead Developer, the Public Engagement team, and legal counsel. The CBA Committee will consider a number of factors, including a commitment’s purpose, implementation plan, timeline for implementation, potential for meaningful impact, and budget, and provide each potential commitment with an evaluation score between 0 and 15. High scores represent commitments with the potential to deliver more meaningful benefits. 

Criteria
0
1
2
3
Score
Purpose and Description
For what purpose is Steelhead/the project making a commitment?
Absent, unclear, or poorly defined description.

Little or no planning or research is present.
Description is present but lacks clarity.

Further planning and research are needed to connect to a community need.
Description is coherent with potential for impact.

Research, planning, and evidence are present, but some details are lacking.
Description is clear with strong evidence of careful planning, thought, and research.

Purpose is clearly connected to a specific community need.
Implementation
How will projects, activities, or commitments be implemented by the community or the recipient?
Information about personnel and timeline is absent.

Information provided is insufficient to convey the scope or achievability of intended results.
Information about personnel and timeline are present but lacking in details.
Information about personnel and timeline are present and clear but not tied to measurable or achievable outcomes.
Personnel and timeline are detailed and congruent with description and outcomes.Outcomes are clearly outlined, measurable, and logical.
Timeline
Will the projects, activities, or commitments address a community need efficiently?
Timeline is incomplete or nonexistent.
Timeline has missing elements or is unrealistic.
Timeline establishes dates or milestones.

Some dates
are questionable or
unrealistic.
Timeline establishes
specific and achievable start dates, milestones, and end dates.
Impact on Community
Which community members will be impacted?

How will those community members be impacted by the commitment?
Target population is not sufficiently defined.

Potential for impact or influence is unclear.
Timeline has missing elements or Target population is broadly defined.

Potential for some impact on a community need.

Outcomes are not specified or unlikely to be achieved due to planning deficiencies.is unrealistic.
Potential for impact on a specific group within the community.

Modest contribution to addressing a community need.

Outcomes are not measurable, lack specificity.
Target audience/population is clearly defined.

Potential to profoundly impact a significant and diverse number of people in the community.

Meaningful impact on the target audience/population that can be measured.
Funding and Budget
Is the commitment financially feasible for Steelhead/the project?
Budget information is absent or unclear.
Budget is present but lacks details.Potential for request to fit within project budget.
Budget is present but lacks clarity or a measurable connection to outcomes.

Commitment fits within the project budget.
Budget is clearly defined, and commitment fits within the project budget.
Evaluation Score:
#
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