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FOIA Number: 2012-0769-F FOIA MARKER This is not a textual record. This is used as an administrative marker by the William J. Clinton Presidential Library Staff. Collection/Record Group: Clinton Presidential Records Subgroup/Office of Origin: Council on Environmental Quality Series/Staff Member: Kathleen (Katie) McGinty Subseries: OA/ID Number: 17806 FolderID: Folder Title: [Oregon Wood Products Competitiveness Corporation] [Loose] Stack: Row: Section: Shelf: Position: S 61 5 4 2 OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Desclutes business Center 20354 Empire Avenue, Suite DS Bend. OR 97701 OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue, Suite D3 Bend, OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 May 19, 1993 The Honorable William Jefferson Clinton President of the United States 1600 Pennsylvania Ave., NW Washington, DC 20500 Dear President Clinton: We wish to thank you for holding the Forest Conference in April and, in particular, for including secondary wood products manufacturers in this very important dialogue. Your commitment to break the gridlock is essential both to strengthen the economy of the rural Northwest and protect the environment. For years, interested parties have polarized discussions about the Pacific Northwest forests, waging a debate based on a false choice: protect the forests or provide for the economic well being of the Pacific Northwest and the people who live there. As you have indicated many times, it is possible and necessary to do both. We can protect our environment while we help expand the region's economy and provide high-skilled, high-wage jobs. One way to accomplish both goals simultaneously is to help strengthen the secondary wood products industry in the economic plan you will present as part of your comprehensive forest proposal. The state of Oregon established the Wood Products Competitiveness Corporation as a state agency just for this purpose in 1991. In Oregon alone there are now 800 firms that employ 20,000 persons each year in the manufacture of millwork, cabinetry, furniture, and specialty products. These businesses often are called value-added manufacturers precisely because they are able to do more with less. By helping to make this segment of the industry more competitive, your Administration can create more family-wage jobs, stimulate economic growth, improve America's trade balance and reduce the impact on the nation's natural resources. The Northwest's secondary products industry brings unique benefits and offers unique promise to the region: Job growth. Over the last four years, virtually every sector of the Northwest forest products industry experienced job losses, but the secondary manufacturing industry showed absolute job growth in millwork and other sectors. WPCC is Funded by the Oregon Lottery President William Jefferson Clinton Page 2 May 19, 1993 More jobs per unit of fiber. The industry employs significantly more people per board foot of raw material than the primary industry. Primary fiber processing operations (sawmills) employ roughly 3 people per million board feet of lumber processed each year. Secondary wood products manufacturers employ 12-18 people (for moulding and millwork products) and up to 80 people (furniture manufacturing) annually to process the same quantity of raw material. Jobs throughout the region. Secondary manufacturing jobs are spread across every region in the state of Oregon, including many in eastern, southern, and other rural areas where workers in the primary industry have been dislocated. Easily transferable jobs. Many jobs are transferable because the stages of the secondary manufacturing process require skills similar to those used in primary sawmills. Investments in-and added strength for-the region's economy. When firms manufacture value-added products, they often move up-market to high-margin niche products that generate greater profits. These more profitable companies are then able to reinvest their profits in plant improvements and sophisticated equipment to retain their edge in international markets. Increasingly higher-skill, higher-wage jobs. As firms invest in more sophisticated equipment, they will require additional higher-skill, higher-wage employees. The Wood Products Competitiveness Corporation (WPCC) has identified a series of federal initiatives that would improve the competitiveness of this critical industry by addressing its four major problems: the supply of raw material, access to capital, improving the competitiveness and market development for the industry. Our recommendations are outlined in the enclosed document, "Recommended Program Responses." It is important to note that these programs do not involve any direct grants. Instead, they rely on a series of activities to improve market opportunities, enhance access to capital, improve training programs, and promote collaboration among Northwest secondary manufacturers. The secondary wood products industry is working to bring value-and additional employment-to the Pacific Northwest, but we need your help to maximize our effectiveness in the region and continue our growth. We hope you will consider our President William Jefferson Clinton Page 3 May 19, 1993 program ideas to invest in the secondary industry as you move forward in crafting a solution to the current crisis in the Pacific Northwest. Yours truly, Members of the WPCC Board of Directors: And P. Ander Sen x Ban Rod D. Andrews Gevin D. Brown Rainier Wood Products American Moulding and Millwork Co. Sweet Home Prineville Style THank Bill R. Keen Stephen F. Haberle Bill R. Keen Orchard Wood Products Modoc Lumber Company Baker City Klamath Falls Janus James W.Korth W. Korth Ronald Loe North Douglas Wood Products Wood Castle Ltd. Drain Corvallis Jerrie Jerrie F. Mouhsh Morelock Morelock Wood Products Bend enclosure: Recommended Program Responses OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue, Suite D3 Bend, OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 THE WOOD PRODUCTS COMPETITIVENESS CORPORATION The Wood Products Competitiveness Corporation (WPCC) was created in 1991 as a state agency on the recommendation of the Oregon legislature's Interim Forest Products Policy Committee. The WPCC was established to devise and coordinate strategies to improve and promote the competitiveness of Oregon's secondary wood products industry -- the 800 firms that employ 20,000 persons in the manufacture of millwork, cabinetry, furniture, and specialty products. Seven industry representatives make up its Board of Directors. While the WPCC received a start-up budget of $2.25 million in lottery funds from the State of Oregon, it anticipates transition to a private industry association by June 1993. WPCC's mission is to assist Oregon's secondary wood products industry to become the finest, most competitive value-added producer in the world. To achieve this mission, the WPCC is utilizing a multi- faceted approach focusing on market development, access to capital programs, supply stabilization, and training and service provision. However, WPCC believes its most important function is to promote collaboration within the industry. Only by cooperating to solve common problems can secondary manufacturers effectively meet the challenges facing them and become competitive on an international level. WPCC promotes industry collaboration in a variety of ways: through the development of industry champions; through the formation of regional chapters to share information and build trust among manufacturers; and through specific program activities that present collaborative opportunities having solid, bottom-line results. It is the specific program opportunities that open doors for further collaboration or the development of manufacturing networks. Some current WPCC projects include: Access to Capital Programs: The WPCC is working closely with leading banks, the Oregon Bankers Association and the Oregon Economic Development Department (OEDD) to generate access-to-capital programs. In February 1993, the WPCC conducted a study of capital needs for the industry and then hosted a banking conference for wood products manufacturers and bankers which resulted in the identification of several priority program areas. WPCC is now working to develop specialized industry information to assist banks in reviewing loan applications, and is hosting a series of local meetings and plant tours between bankers and manufacturers to improve communication between these two industries. In conjunction with OEDD, WPCC is also developing a program to provide $50M in guarantees for privately placed working capital loans, and is planning on developing targeted investment funds to provide needed equity to the industry. Market Development Activities: In February 1993, over 160 Oregon manufacturers attended the first Buyers/Sellers Conference. Senior buyers from over a dozen major U.S. retailers and distributors discussed existing and emerging opportunities. At the conference, the WPCC released a Buyers/Sellers Database containing the detailed manufacturing capabilities of over 400 Oregon secondary wood products firms. This on-line database will serve as both a marketing tool to attract potential customers and an information resource to improve subcontracting opportunities within the industry. Creating new market opportunities will continue to be addressed in WPCC programs on marketing consortia, product development assistance, and market information/data collection. WPCC is Funded by the Oregon Lottery Workforce Preparedness and Support Services: The WPCC has initiated a series of educational seminars designed to enhance existing workforce skills. The WPCC is presently collaborating with community colleges, the Department of Education, and the state university system to design specialized education programs that respond directly to industry's needs and concerns. The Cutting Edge, WPCC's bimonthly newsletter, reports WPCC progress and information relevant to the vitality and growth of the industry. SECONDARY WOOD PRODUCTS INDUSTRY FACTS AND FIGURES The Secondary Wood Products Industry in Oregon: Number of Firms Percent Description of Sector 141 17% millwork plants 125 15% kitchen cabinet manufacturers 106 12% box and other wood container manufacturers 198 23% furniture manufacturers 157 18% non-classified 122 14% mobile home and prefabricated wood building manufacturers, wood preservers. pallet manufacturers. hardwood dimension producers. and structural wood member manufacturers. 849 100% TOTAL Source: Oregon Economic Development Department, Directory of Oregon Wood Products Manufacturers, 1991 1990 Employment in Oregon in the Secondary Wood Products Industry: Number of Employees Percent Description of Sector 7,421 37% millwork plants 1,491 7% kitchen cabinet manufacturers 170 1% box and other wood container manufacturers 2,237 11% furniture manufacturers 1,724 9% structural wood member manufacturers 1,199 6% non-classified 2,179 11% mobile home and prefabricated wood building manufacturers 1,948 10% reconstituted wood products 1,392 7% wood preservers, pallet manufacturers, and hardwood dimension producers 19,761 100% total employment in the secondary wood products industry Source: Oregon Employment Division, 1990 * Secondary wood products: sector 24 (Lumber and Wood Products), 2426, 2431, 2434. 2439, 2441. 2448, 2449, 2451, 2452, 2491, 2493, 2499; sector 25 (Furniture and Fixtures), 2511, 2512, 2517, 2521, 2541. Secondary Wood Products Industry Facts & Figures (cont'd) Definition/categorization of the industry: Size/Category Number of Employees Annual Sales Small 3 to 10 less than $1 million Medium 11 to 50 > $1 and < $5 million Large > 51 over $5 million Source: Wood Products Competiveness Corporation, 1992 Secondary Wood Products Employment comparisons: Description of Sectors Employment Secondary Wood Products Employment as Percent of Totals employment in the secondary 19,761 100% wood products industry total employment in sectors 24 67,498 29% and 25 total employment in 220,208 9% Manufacturing total employment in Oregon 1,236,243 2% Source: Oregon Employment Division, 1990 * Secondary wood products: sector 24 (Lumber and Wood Products), 2426, 2431, 2434. 2439. 2441, 2448, 2449, 2451, 2452, 2491. 2493, 2499; sector 25 (Furniture and Fixtures), 2511. 2512. 2517, 2521, 2541. Business activity by region within Oregon: Total = 389 Portland Valley Southern Central Eastern Area Oregon Oregon Oregon Finished 241 94 90 31 16 10 Products Components 149 58 55 18 13 4 Value 97 37 37 14 6 3 Added Services DailyJournal Council OKs Hayden Island fire station. Page 4. FINANCE: Mutual fund ads won't tell you everything. Page 4. ommerce TO employer REAL ESTATE: about consult- ing imbitions. Local retail, office markets gain attention. Page 5. Page 2 ©Dally Journal of Commerce All Rights Reserved No. 60 Portland, Oregon Thursday, March 25, 1993 The corporation was designed The corporation was one of State wood Ron Lot, chairman Ji the to build business opportunities the state's more unique agencies board and president of Wood for the 1,200 firms and more in that it has been under the Castle Manufacturing in Corval- products agency lis, attended the signing and said than 20,000 people that comprise direction of 3 seven-member, pri- the wood products corporation is Oregon's secondary wood prod- vale-sector board of directors goes private ucts industry. appointed by the governor. an example of a successful part- WPCC's objectives have been The senate bill privatizing the nership between the state and the 10 identify markets, establish corporation was introduced at By MELODY RULLS private sector. I Jeurnal of Commerca Several of the wood products contact between Oregon sec- Robert's request as part of her ondary manufacturers and efforts to streamline and reorga- corporation's board members, he Oregon Wood Products past and present, and secondary regional and national purchasing nize state government, officials Competitiveness Corp., wood products manufacturers agents and merchandising man- said. from across the state witnessed agers, initiate consortiums, The bill provides that WPCC created by the 1991 Leg- the signing along with key leg- improve access to capital financ- will dissolve June 30 with all islature as a public agency to boost Oregon's secondary wood islators. ing, assist in technology upgrad- remaining funds and obligations products industry, became a pri- ing and employee education, and to be transferred to the new, "Tbe Wood Products Com- vate company Wednesday. petitiveness Corporation has been develop strategic alliances with- independent organization, along Gov. Barbara Roberts signed an important element in Ore- in the industry and government. with the responsibility to carry Senate Bill 169 authorizing the Recent WPCC activities out the strategic plan mandated agency to operate as 2 private, gon's commitment to a strong, include a Buyers/Sellers Confer- by the Legislature. non-profit trade organization. diverse secondary wood products ence in February chat introduced The Oregon Economic Devel- Ray Daffner, WPOC executive industry," Roberts said during secondary wood producers to opment Department will be director, said the privatization the signing ceremony. regional and national buyers with responsible for oversight of will allow the corporation more "With this legislation we set corporations such as Fred Meyer, WPCC programs, and WPCC will freedom in achieving its goals. the stage for the corporation to Wal-Mart and Lumbermen's be required to report to the Joint "We'll be able to pursue our continue that commitment in the Building Centers. Legislative Committee on Trade activities a little more afgres- future to make the most of our The organization earlier this and Economic Development on sively as & private organization," timber resources and maintain month created an innovative its programs, officials said. Daffner said. "As a state agency good, stable, family-wage jobs for computerized database which SB 169 allows existing mem- we bad some limits." Oregonians," she added. enables manufacturers and buy- bers of WPCC's board of direc- "We've been working toward WPCC was funded by a $2.25 CIS to obtain information about tors and employees to continue this for quite 2 while We feel million dollar grant from the product specifications and pro- working with the new organiza- that for this organization to get Oregon Lottery. The original leg. duction and service capabilities tion. The bill provides no addi- things done it has to be in the islation specified the organiza- of Oregon secondary wood prod- tional funding. industry's hands," be added. tion would become privatized ucts companies. this year. Eugene, OR (Lane Co.) Register-Guard (Cir. D. 72,608) (Cir. S. 74,983) FEB 2 3 1993 l Wood product firms meet 864 with bankers By LANCE ROBERTSON A recent legislative study found The Register-Guard that the top problem faced by second- ary wood products manufacturers was One of Oregon's fastest-growing financing. Second on the list was gain- manufacturing sectors is so-called sec- ing access to markets. ondary wood products - high-value goods such as furniture, toys, moldings Donaldson said WPCC is trying to and window sashes. set up a bond fund or a revolving loan fund to help small value-added manu- But because many of these compa- facturers get loans. The WPCC also nies are small and have few assets, plans to work with local banks to hook they often find it difficult to get loans them up with manufacturers in the needed to market their products and same area. expand production. Oregon is home to about 900 "sec- Monday, a new state non-profit cor- ondary" wood products manufactur- poration introduced the people who ers, with an annual payroll of about make the goods to the people with the $500 million, Donaldson said. money. Secondary manufacturers often use About 75 Oregon bankers and sec- much less wood than primary lumber ondary wood products manufacturers and plywood mills. Secondary manu- gathered at the Eugene Hilton for a facturers also often employ far more daylong conference sponsored by the people for each 1,000 board feet of Oregon Wood Products Competitive- wood used, and the value of the wood ness Council. product they make sells for many "Frankly, many of these compa- times the equivalent volume of typical nies have been in the shadow of the framing lumber and plywood. big primary lumber and plywood man- Value-added manufacturers range ufacturers," said Sam Donaldson, from large companies that make doors spokesman for the Wood Products and window parts to small firms mak- Competitiveness Council, based in ing specialty items such as cedar shav- Bend. "If the state wants to expand ings for dog beds, cedar coat hangers, jobs, we have to find a way to open up wooden toys, picture frame parts, wine more access to capital for these com- racks and novelty items. panies." The Oregon Legislature created the New federal banking laws have WPCC in 1991 with $2.25 million in lot- tightened up credit restrictions, mak- tery proceeds. The WPCC will be dis- ing it harder for lenders to extend solved in June of this year and re- long-term financing to small value- placed by an industry-directed non- is added manufacturers, Donaldson said. profit organization. Mail Tribune (Cir. D. 29,310) (Cir. S. 33,500) 4 1993 FEB 'Reverse' 864 show brings buyers to makers By PAUL MACOMBER Malnight, marketing director Mail Tribune Business Editor "We want to go out there and generate sales." ome of America's major S wood products buyers will The reverse trade show - The meet with Oregon Oregon Wood Products Buyers/ manufacturers next week in a Sellers Conference - is "reverse trade show." expected to attract 200 Oregon The event brings in buyers manufacturers, including about from Wal-Mart, Costco, Fred 40 from Meyer, Lowe's, Klingman southern Furniture, IKEA and others. Oregon. They will tell manufacturers "This end about their markets, quality of the state standards, product has perhaps specifications and purchasing been our procedures. strongest The product range includes group of moulding and millwork, cabinets manufac- and furniture. turers," The event, Feb. 11-12 in Daffner said. Portland, was set up by the "They've Oregon Wood Products been Competitiveness Corp., which Daffer intimately was created by the 1991 involved with Legislature to develop the this from the state's value-added wood start." products industry. A subgroup It's a means to squeeze more of regional jobs out of each tree processed in manufac- the state, says Ray Daffner, turers, executive director of the agency. headed by "A primary mill - lumber or Terry Kerwood of MT file photo plywood - will employ two or three people to process a million Woodline Workers make mousetraps at Parson's Pine in Ashland, which could benefit from a trade show board feet of timber," he said. "A Products, has furniture company will employ been formed 60 to 80 people to process the here. Daffner In addition to the trade show, do." Daffner said. "When one manufacturing." he said. same volume." Malnight said. a database has been gathered to manufacturer calls Wal-Mart, "Buyers are going to see a state More than 800 companies, The help steer buyers to they are not going to get a at every level committed to help many of them small, are statewide agency, financed by a manufacturers and to assist in response. When the industry manufacturers in value added operating in Oregon and the $2.25 million allocation from the collaborative manufacturing. calls, they come out to Portland products agency is working to help them state lottery, is overseen by a The agency is also working and talk to us." develop new products and with the Oregon Bankers Malnight says the agency has The growing searcity of timber markets. board of directors from the Association to ease the access to gained creditability as a is giving manufacturers "A lot of organizations try to industry and is destined to be capital for wood products representative of incentives to cooperate to meet go in and train and teach spun off into a private industry manufacturers. manufacturers. market opportunities, Daffner manufacturers," said Jim association in 1993. "Here's what we're trying to "Oregon is a leader in primary said. OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue, Suite D3 Bend, OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 Ray Daffner WPCC Executive Director Ray Daffner is the executive director of the Oregon Wood Products Competitiveness Corporation. He has eight years of experience in the private sector in both manufacturing and retail environments. He also has experience in the nonprofit and public sectors, assisting the governors of the southeastern states to initiate and implement industry-focused economic development initiatives. Mr. Daffner received a bachelor's degree in Chemistry from Duke University and a graduate degree in business from Yale University. WPCC is Funded by the Oregon Lottery OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue, Suite D3 Bend, OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 Chadwick Knowles Founder, Chairman, Majority Owner Ranier Wood Products, (Sweet Home, Oregon) Chadwick "Casey" Knowles is the founder, chairman, and majority owner of Ranier Wood Products. Mr. Knowles has spent 25 years in the lumber business, the first thirteen as a lumber wholesaler and the last twelve in value-added secondary manufacturing of lumber. He is a graduate Washington State University. Ranier Wood Products was originally located in Woodinville, Washington, and the Sweet Home plant began operation in 1985. The company consolidated in 1988, moving the Woodinville manufacturing to Sweet Home, Oregon. The company, which has expanded to a current employment level of 128, maintains an administrative office in Seattle, Washington. WPCC is Funded by the Oregon Lottery OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue, Suite D3 Bend, OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 James W. Korth General Manager/Attorney North Douglas Wood Products (Drain, Oregon) WPCC Board Member James Korth has been a member of the WPCC Board of Directors since October 1991. He believes that both environmental awareness and a strong, viable economy are essential for strengthening the state of Oregon. Mr. Korth is a member of Trout Unlimited, the Federation of Fly Fishers, the Forest Products Research Society, the National Dimension Manufacturers Association, and Western Hardwoods Association. He received a bachelors degree in political science from Stanford University and a J.D. from the Willamette University College of Law. WPCC is Funded by the Oregon Lottery OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue, Suite D3 Bend, OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 Jerrie Morelock Owner/Manager Morelock Wood Products (Bend, Oregon) WPCC Board Member Jerrie Morelock is the owner/manager of a 32-year-old company that produces specialized wood moldings in the state of Oregon. She has served on the WPCC Board of Directors since its inception. Previously, she served six years on the Small Products Advisory Board for the State of Oregon, which reviewed legislation and assessed its potential impact on small businesses. The Advisory Board reported directly to the Governor of Oregon. WPCC is Funded by the Oregon Lottery OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue. Suite D3 Bend. OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 Wood Products Competitiveness Corporation Business Plan April 1. 1993 Draft WPCC is Funded hi the Oregon Lettery Board of Directors 1993 Ronald Loe - Chairman Castle Manufacturing Corvallis Stephen Haberle - Vice Chairman Orchard Wood Products Baker City Rod Andrews Rainier Wood Products Sweet Home Gevin Brown -- - American Moulding & Millwork Prineville Bill Keen Modoc Lumber Klamath Falls James W. Korth North Douglas Wood Products Drain Jerrie F. Morelock Morelock Wood Products Bend Ray Daffner Executive Director Overview The Wood Products Competitiveness Corporation (WPCC) was created in 1991 as a state agency on the recommendation of the Oregon legislature's Interim Forest Products Policy Committee. The WPCC was established to devise and coordinate strategies to improve and promote the competitiveness of Oregon's secondary wood products industry -- the 1,200 firms that employ over 20,000 persons in the manufacture of moulding/millwork, cabinetry, furniture, and specialty products. Seven industry representatives make up its Board of Directors. While WPCC received a start-up budget of $2.25 million in lottery funds from the State of Oregon, it anticipates transition to a private industry association in June 1993. Mission WPCC's mission is to assist Oregon's secondary wood products industry to become the finest, most competitive value-added producer in the world. To achieve this mission, the WPCC is utilizing a multi-faceted approach: promoting the industry; seeking to expand the industry's markets; improving access to capital: strengthening communication within the industry; assisting industry firms to upgrade technology, design, quality standards, and education; and developing innovative strategic alliances within the industry and with government. WPCC considers its constituency to be the 1,200 small- and medium-sized secondary wood products manufacturers in Oregon, those firms ranging from $1M to $25M in annual sales and having between 5 and 500 employees. These firms are distributed in a roughly equal fashion between furniture manufacturers, cabinetry firms, molding and millwork plants, and specialty products producers and are primarily located in rural portions of the state. The secondary wood products industry accounts for almost 10% of all manufacturing jobs in Oregon, while the forest products industry accounts for over 30% of all manufacturing jobs in the state. The industry is undergoing tremendous transition driven by environmental considerations, with a 30% - 50% anticipated reduction in timber harvest in the coming years. Strategy WPCC focuses on a four-fold strategic approach to underpin program activities. Driven by the timber supply crisis facing the Northwest's wood products industry and the need to remain internationally competitive, WPCC engages in program activities that: 1) Are industry led. Although created by the legislature as a state agency, WPCC has a seven member private sector Board of Directors and anticipates transition to a private industry association. 2) Encourage sustainable development practices in the industry. It is only by adding more value to the natural resource before it is exported from the region that we can effectively resolve both the environmental and economic challenges facing the region. Note: As used in this document, the wood products industry refers only to the secondary wood products industry. 3) Encourage cooperation within the industry. By cooperating to solve common problems, manufacturers can effectively meet the challenges facing them and become competitive on an international level. 4) Utilize the support infrastructure. To become internationally competitive, manufacturers will need to work closely with the financial community, technology providers, educational institutions, utilities, service providers and public sector leadership to ensure that the right ingredients are available to meet the challenges ahead. It is only through creating these partnerships that Oregon's industry can hope to remain competitive with the industries of nations that use all the resources at their disposal to enter and dominate international markets. Program Introduction This business plan describes several program areas that will accomplish the mission and goals outlined in the WPCC Strategic Plan (July 1992) and updated at the Board of Directors retreat (March 1993). Each of these program areas will have a WPCC staff member identified as program manager, and it is recommended that an industry advisory committee composed of both board and non-board members be created to provide input on activities. Each industry advisory board will need to be educated as to best practice in theses program areas, which will likely require study tours and background reading materials. The program areas outlined in this plan are: Priority Activities: * Industry Communication and Cooperation * Access to Capital * Market Development * Activities to ensure a dependable raw material supply Other Activities: * Workforce Preparation * Real Services WPCC intends to maximize program impact by collaborating with existing Oregon entities to implement these activities. A list of potential program partners is provided on page 14. Actual budgets may vary from estimates since business plans need to be developed by WPCC staff and the industry advisory boards for each program area. Actual budgets for these activities will be influenced by such factors as the ability of WPCC to partner with existing entities and programs, and leverage additional sources of support. Scheduled program expenditures of $1.3M are itemized, to be leveraged by $9.0M in support from partners, foundations, federal and state government. Programs that have received budgetary approval from the WPCC Board of Directors are itemized with a scheduled project initiation date. Activities that have no indicated initiation date will be undertaken only if additional resources 2 become available. WPCC anticipates becoming a self-funded entity, relying on revenues from program activities to underwrite operational costs. Each program area will develop specific strategies and goais to generate revenue. WPCC is structuring an employee incentive program linked to revenue generation to encourage the development of industry supported activities. If WPCC is unable to develop programs which the industry feels are worth financially supporting, the organization will have failed in its mission to provide needed services to the industry. I. Industry Communication and Cooperation Only by cooperating to solve common problems can secondary manufacturers effectively meet the challenges facing them and become competitive on an international level. WPCC promotes industry collaboration in a variety of ways: through the development of industry champions who encourage strategic partnerships; through the formation of regional chapters to share information and build trust among manufacturers; and through program activities (such as market development, capital access, training and service provision) that present collaborative opportunities having solid, bottom-line results. It is the specific program opportunities that open doors for further collaboration or the development of manufacturing networks. WPCC initiated a bi-monthly newsletter in November 1992, funded three demonstration manufacturing networks in June 1992, and has held a series of regional meeting attracting over 300 manufacturers in five cities across the state. Two educational tours, one to North Carolina to view the furniture manufacturing industry and one to Germany to view high technology facilities, were also sponsored by WPCC in 1992. Future and on-going program activities include: Newsletter. Produce bi-monthly newsletters through June 1993 without association membership requirement. Subsequently mandate association membership for receipt. Perhaps initiate weekly fax of hot activities (perhaps working with Woodfax) such as market opportunities, etc. Newsletter should include features on individual businesses successful in value-added activities, profile WPCC programs, provide market and economic data relevant to the industry. Perhaps it would have a classified section for used equipment. Target publication cost: $5,000 per issue; $30,000 annually. Re-evaluate newsletter frequency and develop a monthly publication as suitable. Initial Budget $30,000. On-going activity. Regional WPCC chapters. Regional chapters of the WPCC will be created to facilitate regular communication among industry members. Each regional chapter will be championed by a member of the Board of Directors. After chapters composed of firm owners are developed, separate regional sessions could be held for plant managers, personnel managers, purchasing managers, etc. Plant tours of members' facilities will be encouraged. Further, participants from associated "supporting" industries -- the industrial 3 cluster -- such as design, architecture, equipment manufacturers, educators. and the banking industry will be encouraged to participate in some of these sessions. Cost includes meals and miscellaneous expenses for meetings. Budget $36,000. On-going activity. Revenue generating activity. Interdisciplinary educational tours. Provide stipends to partially offset the cost of educational tours for interdisciplinary groups comprised of bankers, educators, manufacturers and technology providers that will review competitiveness initiatives in Oregon, the U.S., and overseas. WPCC advisory board members will also be included on these educational tours to familiarize them with best practice in appropriate program areas. This interdisciplinary approach supports the involvement of institutions critical to the competitiveness of the secondary wood products industry in Oregon and lays the groundwork for future collaborative activities. For example, if Oregon manufacturers are to truly move up-market and develop high-end products for consumer use, capital will be required to support the needed expansion in plant and facilities. And, if these products are to truly meet the needs of today's sophisticated consumers, designers who understand both consumer tastes and the issues of design for manufacturability will need to be trained in our universities. The new vision for value-added manufacturing will be shared not only with industry members, but also with bankers and educators whose supporting institutions are essential for the development of this strategy. Budget $100,000. On-going activity. Expansion of Buyers/Sellers Database. See activity description, Section III, Market Development. Collaborate with existing industry organizations in Oregon and the Northwest. Staff activity, miscellaneous travel. National wood products conference. Co-host a national wood products competitiveness conference in Oregon in partnership with the National Institute for Standards and Technology, USDA Coop Extension and Forestry, Northwest Policy Center, and other appropriate organizations. Conference will provide Oregon firms with access to wood products resource people from around the nation and serve to highlight the state's efforts nationally. No budget, no initiation date. Open lines of communication. Work with groups to jointly identify solutions to problems ranging from forest and species protection to community and job stability. Staff activity, miscellaneous travel. Annual Report. In conjunction with the program assessment (see Section VIII, Other Program Activity), WPCC will issue an annual report addressing the state of the secondary wood products industry in Oregon. It will detail WPCC responses, successes, and failures in meeting these challenges. Budget $10,000. Initiation: Spring 1993. 4 II. Access to Capital This program is designerio enhance capital access from a variety of bank and non-bank sources of debt, and from sources of equity capital. An important element of the program is to improve communicatioetween the banking community and secondary wood products manufacturers so that instified capital gaps can be alleviated or eliminated. The WPCC has conduct a study to identify the capital gaps facing the industry, and held a state-wide Bankers/Manacturers Conference in conjunction with the Oregon Bankers Association (OBA) and Oregon Economic Development Department (OEDD) which resulted in the identification of several priority programs. The WPCC is also working in close cooperation with OEDD create a Value-Added Wood Products and Agricultural Products Collatoralization Fund, cerently described as SB8I in the Oregon legislative process. Future and on-going pregam activities include: Encourage greater ammunication between bankers and manufacturers. Continue to undertake activities encourage greater communication and understanding among bankers and manufacturers. The WPCC will hold an on-going series of meetings and plant tours between local banks and manufacturers, with the support of the OBA. Budget $30,000. Initiation: Spring 193. Provide industry infirmation. Provide industry information to the banking community that will assist in loan miuation. At the request of several banks, the WPCC will generate detailed market asssments and projections for leading wood products sectors and sub- sectors to supportiesiness plans and loan requests from industry members. Budget undetermined. Insation: Spring 1993. Revenue generating activity. Identify service pruders. Assist manufacturers in identifying providers of needed accounting supportousiness planning assistance, and staff educational resources. WPCC should work close with private service providers and with public programs such as the Small Business Deslopment Centers and the Community College system. Initiation: Spring 1993, stafffinction. Identify capital sorces. Assist manufacturers in identifying potential capital sources. This could involve listing of banks with loan caps and preferences, listings of non-bank debt sources with caps ad preferences, and listings of equity sources. Initiation: Spring 1993, staff function. Remue generating activity. Loan Collatoralization Fund. Develop a program to facilitate the placement of additional bank loans to seconary wood products manufacturers. Continue to work closely with the Oregon EconomicJevelopment Department, the State Treasurer's office, and the Legislature to crezia large ($25M - $50M) loan collatoralization fund [as described in SB81] to supportad encourage additional bank loans, primarily for working capital, to the 5 industry. Initiation: Spring 1993, staff function. Additional consultative support $20,000. Develop equity sources of capital. Develop sources of equity capital for market expansion and product development opportunities. In conjunction with public and non-profit sources of capital, the WPCC intends to develop targeted financing vehicles for equity investment in the secondary wood products industry. The development of 'green' (environmentally friendly) investment funds are one option, as are funds focusing on collaborative business ventures (networks). Initiation: Spring/summer 1993, staff function. Revenue generating activity. Market Development Fund. Provide a flexible investment vehicle to support collaborative ventures targeted at market development and expansion activities. Market Development Fund (MDF) support will allow manufacturers to take advantage of market opportunities that otherwise would be inaccessible. It is anticipated that this fund will participate in projects that involve equity financing from the applicants. bank financing for collaterizable assets, and MDF support to fill identified capital gaps. The MDF anticipates investments will be repaid as a percentage of sales, creating a continuing source of capital to support future collaborative projects. WPCC participation in this program will be supplemented by support from other public and non-profit entities. Budget $100,000. Initiation Fall 1993. Specialized financing. Identify appropriate specialized sources of equipment financing and factoring sources for the industry. Work closely with equipment manufacturers to develop financing programs. Also seek to facilitate placement of loans from existing economic development revolving loan funds to qualified manufacturers. Initiation: Spring/summer 1993, staff function. Bi-annual conference with banking community. WPCC will hold a bi-annual conference between the wood products industry and the banking community. This conference will be jointly organized by WPCC and the Oregon Banker's Association. Conference activities will include: 1) independent educational sessions for the manufacturing community on the requirements of the banking industry; 2)independent educational sessions for the banking community on the strengths and opportunities of the wood products industry; and 3) a dialogue, perhaps a series of small group discussions, between bankers and manufacturers to resolve obstacles to capital access. Cost for first conference, 2/22 in Eugene, $5,000. Full budget $30,000. Initiation: Fall 1993. Wood Products Loan Officer/Specialist Program with banking industry. The WPCC will work with the state bankers' association and private banks to implement a program to facilitate understanding of wood industry strengths and opportunities by: 1) designating wood products loan officers at selected regional bank offices that would maintain regular contact with manufacturers in their regions and 2) periodically convening these loan officers for small educational seminars with the industry. Staff activity. Cost for educational seminars: $5,000 each (6 per annum); annual cost $30,000. Initiation: Fall 6 1993. Purchasing Coop. WPCC will create a purchasing cooperative to provide a stable predictable source of supply and provide payment terms for raw material purchase to members. Revenues from this service will offset costs of operation. The Coop will also attempt to lower raw material cost by aggregating secondary industry demand and providing a consistent customer interface to primary mills. Eventually, two coops -- one for eastern and one for western Oregon -- will need to be created; however, the available funds will most likely allow the initial development of only one coop. The Coop is envisioned as a for-profit subsidiary of a non-profit industry association. The WPCC will leverage funds from the National Cooperative Bank and other institutions, require initial investments from Coop members (based on firm size), and require members to eventually invest sufficient reserves to collatoralize their average order size. The Coop will. Budget $200,000. Initiation unknown. Revenue generating activity. III. Market Development The goal of the market development program is to assist Oregon's secondary wood products manufacturers reach new markets, expand existing opportunities, and develop new products or modify existing products. Programs will target moulding/millwork, cabinetry, furniture, and specialty wood products producers. Target markets include national and regional retailers, industrial customers, brokers and distributors, and the international marketplace. The program will emphasize cooperation among manufacturers to meet identified market needs. The market development program should generate revenue both for manufacturers and for the WPCC. The WPCC has already held a Buyers/Sellers Conference attracting over 160 manufacturers to meet with over a dozen senior buyers from the nation's largest retailers. The WPCC has also created the Buyers/Sellers Database, containing the detailed capabilities of over 400 Oregon manufacturers. Future and on-going program activities include: Major market development conferences. Hold additional conferences similar to the Buyers/Sellers Conference focusing on specific market or industry segments. Initiation: on-going. Budget $50,000. Revenue generating activity. Expansion of Buyers/Sellers Database. Database will be expanded to include relevant services required by manufacturers. Additionally, staff will continue to respond to customer requests and actively generate additional requests. On-going staff activity. No budget identified. Revenue generating activity. Marketing Consortia. WPCC staff will attempt to develop marketing consortia. Marketing consortia could represent firms at trade shows and work with existing wholesalers and traders. WPCC could also invest in a "shared" marketing manager program. The program 7 would provide support for marketing expertise to networks. In return, WPCC might then receive revenue derived from a commission on network sales. WPCC could also provide stipends to partially offset costs for WPCC delegations and networks to attend wood products trade shows in Atlanta, Oregon, and Hanover (Germany). WPCC will collaborate with OEDD Forest Products International Trade Division in these international trade activities. Budget: $200,000. Initiation: on-going. Revenue generating activity. Network Broker and Network Identification. In collaboration with the Key Industries Program of OEDD, a program to identify capable and interested wood products network brokers and value added networks will be established. The program will rely on an industry-oriented publicity campaign. Identified brokers will be encouraged to participate in the feasibility grant and investment fund programs described below and be exposed to a series of presentations from experienced wood products network brokers in the U.S. Participants from associated "supporting" industries -- the industrial cluster -- such as design, architecture, equipment manufacturers. wholesalers, educators, and the banking industry will be encouraged to participate in some of these sessions. The WPCC feels that a formal broker training program is unnecessary because sufficient capability exists within the industry. Budget $20,000. Initiation: On-going. Market Development Fund. See description Section II, Access to Capital. Collection of market and economic trend data. Utilize WPCC staff or contract to collect this data. Sharing costs with collaborating entities would reduce expenditures. Budget $25,000. Initiation: Summer/fall 1993. Green marketing program. Create a green market certification program similar to the German green dot program. Initiation: Summer 1993, budget unknown. Export consortia. Provide assistance to develop export consortia utilizing existing federal and state programs for support. WPCC will collaborate with the Forest Products International Trade Division of OEDD in undertaking these project activities. $20,000 of cost offset by federal support. Initiation: unknown Federal Export Services. Review activities of the federally-funded Hardwood Export Center in West Virginia. Inquire, with support of Oregon and other Northwest congressmen, about the creation of a similar organization in the Northwest. Also review opportunities to access Foreign Agricultural Service programs (FAS). Initiation: Spring/summer 1993. For profit marketing subsidiary. Develop a for-profit marketing subsidiary of the non- profit industry association to undertake a variety of revenue generating marketing activities including: 8 Secondary Wood Products Showroom. Create a showroom and central marketing office for Oregon secondary wood products. Showroom available for fee to members of a privatized WPCC or designated secondary manufacturers' trade association. Showroom would provide specialized marketing environments for each product classification, i.e., furniture would be grouped, components would be grouped, etc. Revenues could also be derived from commissions (1% - 2%) on showroom initiated sales. On a fee-for-service basis, the showroom could develop promotional materials for compatible product lines. Also utilize industry capabilities directory in this effort. Perhaps leverage funds from National Coop Bank. Initiation: unknown, no program budget. Product development or design services. A privatized WPCC or designated secondary manufacturers' trade association could offset the first $10,000 of product development services, design services, or the development of promotional materials contracted by groups of manufacturers with service providers. The association would recoup expenses as commissions (2% - 3%) on closed sales. Budget: $100,000. Initiation: Fall 1993. National publicity campaign. Create a national Oregon wood products PR campaign. A phrase like "Oregon Built", similar to "Made in Vermont", would make quality wood products and Oregon wood products synonymous in public perception. Commodities commission, described below in Other section, could fund this effort. Initiation: Fall 1993. No program budget. Import Substitution. Contract to focus on import substitution activities for value added Oregon manufactured wood products. Initiation unknown. OEDD services. Leverage existing services provided by OEDD, such as Overseas Trade Offices and the Forest Products International Trade Division. Quantify processing of OR/NW fiber products. Quantify types of processing of Oregon/Northwest fiber products for both domestic and foreign uses. Contract to collect this data. Initiation: unknown, no budget. Research overseas processes. Research overseas value added processes to Northwest fiber to identify market opportunities and conduct a "technology assessment" of overseas process capabilities. Would require extensive travel. Issue contract or WPCC staff could perform. Cost: $50,000. Initiation: unknown, no budget. IV. Develop Stable Source of Supply The WPCC will undertake a series of activities to ensure a stable source of raw material for the state's secondary manufacturers. Some of these activities are described in other sections, such as the development of a purchasing consortium or improved communication between the 9 primary and secondary industries. Other activities relate to representing the needs and concerns of the secondary industry in the federal decision making process following the Forest Conference. To date, the WPCC has funded the World Forestry Center to undertake "World Wood for the Northwest", a study of overseas availability of useful species. Specific projects as yet undefined. No budget identified. V. Workforce Preparation Training efforts will focus on developing the technical skills -- both in manufacturing and support services -- required for value added manufacturing. Activities will rely on partnerships with existing state educational institutions, and focus on such initiatives as the development of apprenticeship programs. To date WPCC has held three educational seminars for the industry on such topics as programmable controllers, cost accounting, and alternate sources of wood supply. Future and on-going program activities include: Improve educational opportunities. Working with existing programs such as Workforce 2000, Workforce Quality Council, and Schools for the 21st Century to tailor wood products training activities to industry needs. These activities include involvement in the 2 + 2 Tech Prep program, structured work experience-for students, business internships for educators, Advanced Technology Center development, and TQM training. WPCC involvement with these programs could serve as a model for other industries within the state. WPCC contribution/budget $20,000. Initiation: Fall 1993. Apprenticeship development. In conjunction with above programs, develop plans to implement a secondary wood products youth apprenticeship program within the state. Should planning activities prove fruitful. a subsidiary of the non-profit industry association will be created to manage the apprenticeship program and coordinate the educational support efforts of state institutions. Estimated total cost of planning activities: $100,000 less matching contributions from state educational entities and private foundation. WPCC budget $25,000. Initiation: Fall 1993. Educate Educators. Working with existing education programs, provide opportunities for educators to train in real plant environments. Initiation: Fall 1993. No budget identified Seminars. WPCC will contract for a series of educational forums across the state that will target a variety of critical business functions, such as: quality control; plant layout; cost accounting and estimating; MRP-JIT systems implementation; design; ISO 9000 training; financial statement preparation; environmental and OSHA compliance; and marketing. Funds will be provided to develop curricula for the seminars; however, since a valuable 10 seminar is worth paying for, WPCC expects the seminars will generate revenue. WPCC will jointly sponsor the seminars and share program revenues with the contractor. Budget $25,000. On-going activity. Revenue generating activity. Design for manufacturability. In conjunction with design schools and designers, create industry internships to expose designers to manufacturing processes. Staff activity. VI. Real Services Real services implies the provision of useful and needed services to the industry. WPCC will rely on existing private sector service providers and public sector partners to provide the services required by manufacturers. One priority program is the creation of a technology extension system for the industry which will deploy the market expansion, capital access, and training and technology services WPCC is creating/marshaling for the industry. To date, WPCC has participated in a variety of meetings with state partners to create an extension system for the secondary wood products industry. WPCC has also funded a study to assess the feasibility of creating a low-cost health and workers compensation insurance program for the industry. Future and on-going program activities include: Low cost industry services. Develop a program to provide low cost services from private service providers to the industry. Services could include: cost accounting; financial statement preparation; cost estimating; environmental and OSHA compliance; product design; inventory control; scheduling; plant layout; engineering; and technical assistance. A privatized WPCC or designated secondary manufacturers' trade association could contract with any interested service providers for a reduced rate for members. Service providers would benefit from the exposure WPCC could provide. Further, WPCC could maintain a "performance file" consisting of manufacturers' assessments of the work performed by the providers. These evaluations would be available to manufacturers who are seeking services but are unfamiliar with a provider's reputation. Cost sharing through the promotion of network activities could further reduce costs to firms. No cost - staff activity. Initiation: Fall 1993. Self-insurance plan for workers' compensation. Contract with a private insurance specialist to examine the feasibility of creating a self-insured workers' compensation program for an industry trade association. Self-insurance will allow employers to set their own incident level ratings and recoup and distribute excess accumulated premiums. This insurance program shall function as a for-profit subsidiary within a non-profit trade association or privatized WPCC. Budget $20,000. On-going activity. Retired Exec program. Create a "SCORE" program for the wood products industry in Oregon. Provide to the industry a listing, by specialty and location, of retired executives. This could be a revenue generating activity -- a privatized WPCC or designated secondary manufacturers' trade association could charge manufacturers a small fee for the service, 11 reimburse the retired executive for travel costs, and retain a portion of the revenue for the maintenance of the program. Nominal cost - staff activity, small publishing costs. travel, etc. On-going activity. Develop industry benchmarks. WPCC will collect or contract with an eligible private or public entity to collect and aggregate industry benchmark data including: financial indicators, manufacturing performance indicators, market development indicators, etc. Aggregate benchmarks by firm size and industry segment, and publish. Cost $30,000 to contract to produce data; revenue from sale of documents to offset publishing costs. No initiation date, no budget. Extension Service. In collaboration with USDA Coop Extension, US Forestry Service, Oregon Coop Extension, OSU Schools of Forestry and Engineering, the Small Business Development Centers (SBDC), and the community college system, develop a plan to create/expand an extension service for the secondary wood products industry - initially in Oregon and subsequently in the Northwest. Use recognized excellent programs such as Georgia Tech as models. Additionally, in conjunction with the above Oregon partners, contract to develop an application for a Manufacturing Technology Center (MTC) focusing on the wood products industry. This $12M federal program could focus on the entire Northwest, with an initial focus on Oregon. A privatized WPCC or designated secondary manufacturers' trade association could house and manage the MTC, collecting fees for service and ensuring industry oversight, while field activities could be contracted with the above partners. Such a program could also encourage industry collaboration/networking. Use existing excellent programs, such as CAMP in Cleveland, as models. Staff will assist in planning for specialized extension service. Travel costs for WPCC and partial travel subsidy for partners: $10,000. Federal Coop Extension/USDA/Forestry Service will support implementation. Cost to develop MTC proposal: $100,000 less partners' contribution; net WPCC cost $25,000. Budget $25,000. On-going activity. ISO 9000 certification. Within MTC program, develop capacity to certify manufacturers as ISO 9000 capable. This could be a substantial revenue generating activity as few U.S. entities can provide this expensive service. However, it could require a substantial investment in personnel and systems - perhaps $100,000. No initiation date, no budget. Voucher system. Contract to develop a plan for a viable state or federally supported voucher system to support the provision of technical services to the industry and encourage industry collaboration. Cost $20,000. No initiation date, no budget. VII. Privatization The WPCC has undertaken a variety of activities to support the transition from a state agency to a private industry association. These activities resulted in the unanimous legislative passage of SB179 and the Governor's signing of the bill on March 24. WPCC anticipates that on May 12 7, 1993 the Board of Directors will approve the contract enabling a private industry association to undertake the activities outlined in this business plan. The private industry association is anticipate to commence operations by June 1, 1993. VIII. Other Additional WPCC activities include: Board Retreat. As needed, hold retreats to facilitate board discussion and long-range planning. Budget $7,500. Initiation: On-going. Regional solutions. Participate in fostering regional solutions to the industry's problems. Work with PNWER, BC Wood Specialties/Trade Development, etc. Staff activity, travel budget: $5,000. On-going activity. Commodities Commission. Look into creating a commodities commission for secondary wood products or collaborate with existing wood products commodity commissions in Oregon. Ability to "tax" commodities to provide industry services and promotion. Ability to control or manage fiber flow. Could be powerful. Review existing models. No initiation date. Budget not identified. Special Programs. The WPCC will develop initiatives as part of the above program structure to target the economic development needs of rural communities, Native American, handicapped, and other minority- and women-owned businesses. WPCC will work closely with existing Oregon entities. WPCC will attempt to identify sources of grant funds to supplement these activities. No initiation date. No budget. Baseline industry data. This data will set a baseline for WPCC activities, allowing for the measurement of program impact. Collection of data could occur in conjunction with preparation of industry capabilities document; thereby incurring no additional costs. No initiation date. Program/Organizational Assessment. WPCC will issue a competitive RFP to contract with an independent organization not involved in WPCC activities to conduct a program review for presentation to the legislature prior to sunset in July 1993 and create an annual report for WPCC. A contractor will be sought that can identify a source of grant funds to offset these assessment costs. This contractor will also determine progress related to the Oregon benchmarks. See Section I, Communication and Cooperation. Discretionary Fund. A discretionary fund was approved by the Board of Directors to be used at the discretion of the Executive Director to fund important programs on a timely basis. Budget $20,000. On-going activity. 13 Potential Partners WPCC will make attempts to partner program activities with the organizations listed below: American Plywood Association Chambers of Commerce Community Colleges Job Training and Partnership Program (JTPA) Oregon Advanced Technology Consortium Oregon Business Development Fund (OBDF) Oregon Economic Development Department (OEDD) Oregon Forest Resources Institute (OFRI) Oregon Innovation Center Oregon Intergovernmental Councils Oregon Institute of Technology (OIT) Oregon Marketplace Oregon Resource & Technology Development Corporation (ORTDC) Oregon State University (OSU) Rural Development Institute (RDI) Small Business Development Centers University of Oregon Western Wood Products Association (WWPA) Wood Products Center of the World Forestry Center (WPC) Wood Molding & Millwork Producers Association (WMMPA) wpdata\daffner\doc\buspin.41 14 WPCC BUSINESS PLAN BUDGET April 1, 1993 BUDGETED EXPENDITURES WPCC Leveraged Expenditures Funds Program Expenditures Access to Capital $430,000 $25,000,000 Workforce Preparation $70,000 $200,000 Real Services $55,000 $12,000,000 Market Development $505,000 $370,000 Communications and Cooperation $196,000 $75,000 Other $52,000 $30,000 $1,308,000 $37,675,000 Operating Costs Expenses thru 7/31/92 $157,288 Operating Costs 8/92 - 6/93 $300,000 Reserves - # $450,000 $907,288 TOTAL EXPENDITURES $2,215,288 $37,675,000 $39,890,288 C:123w/owpcc/implem5.wk3 OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue, Suite D3 Bend, OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 Recommended Program Responses - Secondary Wood Products Industry Federal Forest Conference Response April 2, Portland Statement: The WPCC believes that adding more value to the natural resource before it leaves the region is one way to effectively resolve both the environmental and economic challenges facing the Northwest. Just as Germany, Sweden, and many developing nations have had to adjust to finite timber resources, Oregon and the Northwest must strategically identify uses for the region's limited, though enormous, fiber resources. Every effort must be made to maximize employment levels as well as the efficiency of fiber processing and utilization through such activities as increased secondary wood products manufacturing. Initial studies reveal that typical primary fiber processing (sawmills) employs approximately three persons annually per million board feet (MMBF) of lumber processed. Manufacturers of moulding and millwork products and components employ approximately 12 - 18 persons annually per MMBF of processed fiber; while furniture manufacturers employ 80 persons annually to process the same quantity of raw material. By adding more value to the products they produce, manufacturers will be able to maintain stable employment levels even as they reduce the volume of raw material processed. Additionally, the manufacture of value-added products often requires firms to move upmarket to high-margin niche products that generate greater profits. More profitable companies are able to reinvest their profits in plant improvements and sophisticated equipment to retain their competitive edge in international markets. And the increasing sophistication of equipment and manufacturing practices requires manufacturers to hire high-skill employees -- well trained employees for family wage jobs. Clearly, adding more value to the natural resource before it leaves the region is one effective strategy to resolve both the environmental and economic challenges facing the region. The following is a brief outline of recommended program responses -- investments in the Northwest's small and medium-sized secondary wood products industry that will improve the competitiveness of this critical industry and create jobs even while reducing the quantity of lumber processed. These recommendations do not involve direct grants to private businesses, but instead rely on a series of activities to improve WPCC is Funded by the Oregon Lottery market opportunities, enhance access to capital, improve training programs, and promote collaboration among the region's secondary manufacturers. These programs all rely on a partnership between the public and private sectors, but it is important that these activities remain industry-led to ensure industry acceptance and successful implementation. The emphasis of these programs should be on assisting small and medium-sized manufacturers and funding is anticipated to come primarily from federal sources. Additional detail can be provided on any of these items upon request. Federal Programs Creation of a federal forest bidding system that gives preference on timber sales to companies based upon the quantity of lumber they sell to local and regional value- added manufacturers. This system need not be driven by tax incentives; it could be structured to have no net revenue impact. This could be modeled after a successful system used in British -Columbia. Eliminate export subsidies for U.S. timber and primary forest products. Re-assess federal rules and regulations to promote the manufacture of value-added products. Consider targeting Foreign Agricultural Service support to small-and medium sized value-added manufacturers. Eliminate foreign import tariffs on U.S. component and finished wood products. Regional Programs Industry Competitiveness Creation of a Manufacturing Technology Center and/or subsidiary Manufacturing Outreach Centers to support competitiveness improvement efforts within the industry and among support industries. This program would focus on promoting industry collaboration (manufacturing network development) primarily in the area of market development, with additional program emphasis in the areas of process improvement and technical assistance, training, and quality improvement. This program should be led by the industry, with the close cooperation and use of existing extension, community college, and university resources. Cost: $12M over 5 years, existing US Department of Commerce program. (Program draft available) Access to Capital Creation of a targeted federal loan collateralization program to enable banks to make needed working capital loans to manufacturers. In the existing business climate, banks are reluctant to provide the needed working capital to secondary manufacturers. Equipment and inventory are typically valued at only a fraction of their market value. Government guarantees will enable banks to make the necessary loans based on a businesse's ability to repay, overcoming the lack of real estate or more liquid assets for collateral. Government guarantee commitments of $50M. Possible support from USDOC-Economic Development Administration. (Program draft available) Creation of a 'green' Market Development Fund to provide needed capital to the industry for market expansion and development activities. Often equity infusions are needed for manufacturers to take advantage of market opportunities. Creation of a fund will enable manufacturers to pursue specific market opportunities, expanding business and employment base. Cost $5M, with participation from private investment groups and environmental organizations. Market Development Creation of a green marketing/certification program to encourage product development efforts that emphasize sustainable use of the resource base. This program could be modeled after the successful German program. Cost: $5M. This program could be supported by the USFS or other Department of Agriculture programs. OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue, Suite D3 Bend, OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 Secondary Wood Products Market Development Fund Position Paper Draft - 3/2/93 Goal: To provide a flexible investment vehicle to support collaborative ventures targeted at market development and expansion activities. Market Development Fund (MDF) support will allow manufacturers to take advantage of market opportunities that otherwise would be inaccessible. It is anticipated that this fund will participate in projects that involve equity financing from the applicants, bank financing for collaterizable assets, and MDF support to fill identified capital gaps. The MDF anticipates investments will be repaid, creating a continuing source of capital to support future collaborative projects. Eligibility: All Oregon secondary wood products manufacturers will be eligible to participate in this program. Support will be provided to groups of three or more firms to be used primarily for market development or expansion activities. Support will be prioritized among the following areas: 1) Developmental support - market plan development, market research, packaging development, etc. 2) Operational support - support required to respond to specific market opportunities, new product introductions, preparation of promotional materials, advertising, operational systems development (EDI, Bar-coding, ...) etc. Ineligible costs include normal production costs, prototype development, and investments in major equipment or real property. Potential Partners: Potential partners to be approached to supplement the initial allocation to the fund include the National Cooperative Bank, federal programs such as SSBIC, and program related investment (PRI) groups of major foundations such as the Ford Foundation. It is expected that participation by partners will likely target selected constituencies, such as a Ford PRI subsidy directed for investment in rural firms. Structure: An independent $500,000+ fund will be established to promote interfirm collaboration among Oregon secondary wood products manufacturers targeted at product and market development activities. Groups of firms will make application to a 3 - 5 member advisory board consisting of industry representatives and financial WPCC is Funded by the Oregon Lottery professionals. WPCC staff will review all applications, make recommendations to the advisory board for approval, and manage fund assets. Initial applications to the fund shall be no longer then 3 pages in length but a full business plan could be required for consideration. Applications will be reviewed on a monthly basis and personal interviews could be required. Applications will be evaluated using the following criteria: At least three or more firms are involved in the project. The project directly expands existing sales or develops new market opportunities. The MDF investment is matched at least 2:1 by equity investments from the participants or debt financing from private financial institutions. The project has a reasonable expectation of success, and of repayment to the fund. The project involves value-added manufacturing activities, and has a positive impact on job creation. The maximum investment in a project will be $100,000. Distributions to applicants can be made either in initial lump sum payments, upon completion of identified project milestones, or upon receipt of invoices documenting activity. WPCC staff will track and approve all disbursements. Quarterly updates from fund recipients will be required and more frequent reports can be requested. Mandated repayment schedules for fund investments will be linked to the successful sale of the identified products. WPCC staff will recommend repayment schedules on a project by project basis, for the approval of the review board. Projects of average risk level will be required to repay the fund at a rate of % of the annual sales of the identified product, up to % of the original invested amount. Repayment schedules shall not exceed: % of actual sales annually; % of the initial invested amount over the life of the repayment; and a three year repayment term. Repayment of proceeds shall be used first to re-capitalize the fund and can be used, at the discretion of the advisory board, to provide support to offset WPCC related staff and program expense. Implementation: 1) The WPCC Board of Directors and OEDD staff will jointly refine and approve the concept. 2) OEDD will contract with WPCC (and its private successor) to manage the project, and will disburse program funds to WPCC (and its private successor). 3) WPCC will generate detailed application and selection guidelines for the fund, and select initial advisory board members. 4) WPCC will conduct a training session for advisory board members. 5) WPCC will produce promotional materials for the program. The program will be promoted to the industry through the following channels: * WPCC newsletter, 1,200 firms distribution * WPCC regional chapters, 150 firms participating * WPCC market development program, 200 firms participating * WPCC Buyers/Sellers Guide database, 420 firms participating * OEDD Key Industries Program * Additional avenues as necessary 6) WPCC will continue to identify sources of matching support for expansion of the fund. OREGON WOOD PRODUCTS COMPETITIVENESS CORPORATION Deschutes Business Center 20354 Empire Avenue, Suite D3 Bend, OR 97701 (503) 388-6372 (503) 388-6362 Fax Toll Free in Oregon (800) 548-8438 Common Questions and Answers About the Secondary Wood Products Industry 1. WHAT IS THE SECONDARY WOOD PRODUCTS INDUSTRY? The secondary wood products industry is composed of small- and medium-sized businesses that manufacture intermediate components or finished wood products- millwork, cabinetry, furniture, and specialty products. In Oregon, there are roughly 800 secondary wood products companies. 2. How MANY PEOPLE ARE EMPLOYED IN THE SECONDARY INDUSTRY? How DOES IT COMPARE WITH THE PRIMARY INDUSTRY? Oregon's secondary wood products industry employs nearly 20,000 people-about 29% of the state's entire forest products industry. The secondary industry sets itself apart from the rest of the forest products industry because it offers job growth. Over the last four years, virtually every sector of the Northwest forest products industry experienced job losses, but the secondary manufacturing industry showed absolute job growth in millwork and other sectors. In addition, the secondary segment of the industry employs more people per board foot of raw material than the primary industry because it is considerably more labor intensive than its primary counterpart. Primary fiber processing operations (sawmills) employ roughly 3 people per million board feet of lumber processed each year. Secondary wood products manufacturers employ 12-18 people (for moulding and millwork products) and up to 80 people (furniture manufacturing) annually to process the same quantity of raw material. A transition to more secondary manufacturing, therefore, would significantly increase employment in the region. WPCC is Funded {'} the Oregon Lottery 3. WHERE ARE THE JOBS IN THE SECONDARY INDUSTRY? CAN THEY REPLACE JOBS IN THE PRIMARY INDUSTRY THAT HAVE DISAPPEARED? ARE THE SKILLS FROM THE PRIMARY INDUSTRY TRANSFERABLE? Secondary manufacturing jobs are spread across every region in the state of Oregon, including many in eastern, southern, and other rural areas where workers in the primary industry have been dislocated. Many jobs are transferable because the stages of the secondary manufacturing process require skills similar to those used in primary sawmills. Moreover, the secondary industry is investing in the Pacific Northwest, leading to a stronger economy and new, higher-skilled, higher-wage jobs. When firms manufacture value-added products, they often move up-market to high-margin niche products that generate greater profits. These more profitable companies are then able to reinvest their profits in plant improvements and sophisticated equipment to retain their edge in international markets. As firms invest in more sophisticated equipment, they will require additional higher-skill, higher-wage employees. 4. WHAT ARE THE MAJOR PROBLEMS THAT SECONDARY WOOD PRODUCTS BUSINESSES FACE TODAY? The major problems these businesses face are common to many small and medium-sized businesses, particularly those which are commodity-based. In order to succeed, the secondary wood products needs: a steady supply of raw material access to capital for new technology and raw material assistance with market development both in the U.S. and abroad available technical assistance and training. Questions and Answers about the Secondary Wood Products Industry, page 2 5. WHAT KINDS OF SOLUTIONS/PROGRAMS WOULD STIMULATE THIS INDUSTRY AND CREATE JOBS? WPCC has developed a papers that detail a number of programs to tackle each of the above problems. These include the following: To provide a steady supply of raw material, WPCC recommends removing subsidies that encourage primary manufacturers to export raw logs, and providing incentives that would reward them for selling their materials to the domestic market. To provide capital, WPCC recommends a federal loan collateralization program that would enable private financial institutions to lend manufacturers the working capital they need. To facilitate market development, WPCC recommends establishing a green marketing/certification program (patterned after the successful German program) that will encourage product development efforts that emphasize sustainable use of the resource base. To provide technical assistance and to improve the competitiveness of the industry, WPCC recommends locating a Manufacturing Technology Center in the region. 6. WHY SHOULD THE GOVERNMENT SUPPORT THESE PRIVATE BUSINESSES? ISN'T IT IMPORTANT THAT THEY MAKE IT ON THEIR OWN? The programs recommended by WPCC are designed to enhance the competitiveness of secondary wood products businesses, not to provide companies with direct federal resources. None requires direct assistance from the federal government to private businesses. Instead, they establish new public-private partnerships designed to improve market opportunities, enhance access to capital, improve training, and promote collaboration among businesses. Industries of other nations are using all the resources at their disposal to enter and dominate international markets. In order to be internationally competitive, U.S. secondary manufacturers will need to build on our country's infrastructure and create partnerships with a variety of players including government, the financial community, technology providers, educational institutions, utilities, service providers, and others. Questions and Answers about the Secondary Wood Products Industry, page 3