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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
Prepared by: Adam Raymond,
Management Analyst II
Subject: Resolution of the Mayor and Common
Council of the City of San Bernardino approving
the Professional Services Agreement by and
between the City of San Bernardino and
ABCOM Technical Services, Inc. for the
creation of the City's Energy Efficiency &
Conservation Strategy and Climate Action Plan.
From: Charles McNeely, City Manager
Dept: City Manager's Office
Date October 26, 2009
Meeting Date: November 2, 2009
Synopsis of Previous Council Action
5/12/2009 - The Grants Ad Hoc Committee recommended for approval
6/15/2009 - Resolution of the Mayor and Common Council of the City of San Bernardino authorizing the
submittal of the Energy Efficiency and Conservation Block Grant application to develop an Energy
Efficiency & Conservation Strategy.
Recommended Motion:
1) Adopt Resolution.
2) That the Director of Finance be authorized to anl.end. the FY 2009/2010 Final Budget to reflect:
the additional costs of $249,650 and revenues of $250,000 associated with the creation ofthe City
Energy Efficiency & Conservation Strategy and Climate Action Plan.
3) That the Director of Finance be authorized to issue a Purchase Order for amounYjot to exceed
$249,650 to ABCOM Technical Services, Inc. ~
~/~;)-,~
Contact person: Adam Raymond, Management Analyst II
Phone: 384-5122
Snpporting data attached: Staff Report, Resolution,
Agreement and Attachments
Ward: All
FUNDING REQUIREMENTS:
No cost to the City
Amonnt:
$249,650 (Funded by Grants,
No General Fund Impact.)
Source:
American Reinvestment and
Recovery Act - Department
of Energy
Finance:
Conncil Notes:
,Qt~lau~
Agenda Item No.
t ,. -z,..()ef
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
Staff Report
Subject:
Resolution of the Mayor and Common Council of the City of San Bernardino approving the
Professional Services Agreement by and between the City of San Bernardino and AECOM
Technical Services, Inc. for the creation ofthe City's Energy Efficiency & Conservation Strategy
and Climate Action Plan.
Background:
On February 17, 2009 President Barack Obama signed into law the American Recovery and
Reinvestment Act (ARRA) of 2009. One of the new programs receiving funding from ARRA is
the Energy Efficiency & Conservation Block Grant (EECBG) Program. The EECBG provides
grants to U.S. local governments, states, territories, and Indian tribes, to fund projects that reduce
energy use and fossil fuel emissions, and that improve energy efficiency. The EECBG Program
received $3.2 billion in nationwide funding; of that, $2.8 billion was made available as direct
allocation grants to cities, counties, states and Indian tribes; the remaining $400 million will be
made available through a competitive grant process. The City of San Bernardino is eligible to
receive a direct allocation of $1 ,954,000.
One of the requirements for jurisdictions receiving ov!'IT $250,000 is the development of an
Energy Efficiency & Conservation Strategy (EECS). "The Strategy is required to include a series
of measurable goals and objectives that are-aligned with the purpose and intent of the EECBG, as
well as an implementation plan for achieving the goals and objectives, including any new
programs and/or projects. Part of the required documentation and data that needs to be collected
is baseline energy use and greenhouse gas (GHG) emissions inventory. This data is critical in
identifying the expected outcomes of the Strategy including: jobs created and/or retained, energy
saved, renewable energy capacity and the reduction of GHG emissions. The City of San
Bernardino is eligible to utilize up to $250,000 of the allocated grant funds to hire a consultant to
develop the EECS. The remainder of the grant funds will not be released to the City until the
EECS is submitted and approved by the Department of Energy (DOE).
On June 15th, per Resolution 2009-168, the Mayor and Council approved the submittal of the
EECS grant application to the DOE. On September 8th (award date), the City was notified by the
DOE that previously mentioned application was approved, and the City was allocated $250,000
on Award Number DE-SC0001924. Timing is a verv critical component to this program. From
the award date, the City will have approximately 4 months (120 days) to complete the Strategy
and develop the programs and projects that will be implemented using the remainder of the
EECBG funds. The remaining allocated funds will be distributed upon the DOE's approval of
the City's EECS; the City will have 36 months to expend these funds.
As previously mentioned to the Mayor and Common Council, staff expected an allocation of the
$250,000 approximately 60 days from the submission of the EECS application. As such, the
Facilities Management department released RFP F-I 0-02, on August 18, 2009, soliciting bids for
the creation of the City's EECS. RFP's were sent to II vendors (4 local), and advertisement for
the RFP was done through the San Bernardino Sun, San Bernardino Chamber of Commerce,
City's website and E-Notify. A total of 12 responses were received (2 local) by the RFP
deadline of September 22nd. After initial review and grading, four firms/consultants were
selected for interviews. Interviews were held on October 12th and 13th, and upon grading and
checking of resources, staff recommends AECOM Technical Services, Inc. be selected to
develop the EECS and a Climate Action Plan for the City. Please see the attached bid documents
for a complete overview for the bidding process.
In addition to the approval of a Professional Services Agreement between the City of San
Bernardino and AECOM Technical Services, Inc. for the creation of the City's Energy
Efficiency & Conservation Strategy and Climate Action Plan, staff is also requesting
authorization for the City Manager, or his designee, to carry out the necessary actions to
successfully develop and implement the EECS.
The development of the EECS will be a public process and will allow for community and
Council input. Prior to final submittal of the Strategy and Project Activity Sheets to the DOE,
staff will present the EECS and proposed programs and projects to the Grants Ad Hoc
Committee to be forwarded to the Mayor and Common Council for final approval.
Financial Impact:
Expenditures of up to $249,650 offset with grant revenue of up to $250,000. There are no
matching funds required by the City; resulting in a zero impact on the General Fund.
Recommendation:
Adopt Resolution.
Bid
Documents
, '.
Timeline ofRFP: F-IO-02
July 2009 - Facilities Department created RFP F-lO-02
August 18, 2009 - RFP Released
07 Non-Local Vendors
o 4 Local Vendors
o Advertisement: SB Sun, SB Chamber, City's Website & E-Notify
September 1, 2009 - Vendor requests, clarifications, and comments due
September 10, 2009 - Responses to vendors Due in writing
September 22,2009 - RFP's due by 3 PM
o 10 Non-Local Vendors
o 2 Local Vendors
September 28, 2009 - Submissions opened and reviewed
October 1, 2009 - Four finalists chosen
October 12-13,2009 - Interviews held for four finalists
October 15, 2009 - 8 non-finalists notified they were not selected.
October 14-16, 2009 - Interview grading and checking of references Completed
October 19, 2009 - EDA W AECOM notified they are staff's choice, subject to
approval by the
Mayor and Common Council
October 22, 2009 - Finalists not selected were notified of staff recommendation.
Bid Submissions and
Scoring:
All Vendors
BID DATA SHEET
c9RFQ#
Bid Issue (Ad) Date:
Department:
Ftlb-b.:tJ ~
Description: E(JeJ!..JY lEFt Clin9-d'{JUll
Bid Due Date: ~~/;;';;'/~'l
F-Io-O:L
(/I/I$'/oj
Methods of Public Advertisement:
The SB County Sun
SB Chamber of Commerce
City of SB Web site & e-Notify
"Notice Inviting Bids I Proposals" sent by Purchasing:
Fax
Emai1
US Postal Service
Local Vendors (within City Limits) Ai
Non-Local Vendors 7
Total Vendors II
Number of Bids I Proposals Received:
Local Vendors (within City Limits) c2..
Non-Local Vendors / [)
Total Bid Packages Received
. I II
/,;L (J/YIPI,.- ft1w-. ('NO -/JI/)
I
I
I
I
(See attached Bid Summary for details)
Prepared by: ~1Y1ilFt~)
Purchasing Division
Date: 6'l~l
Copy to Deportment
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Bid Submissions and
Scoring:
Finalists
. .
Scoring Summary
Final Interviews - October 12-13
ICF Jones EDAW I
& Stokes AECOM Tetra Tech HDR
1 46 44 35.5 N/A
2 44 46 31.5 41
3 36 37 27.5 28
4 41 42 31.5 36
Avg Score: 41,75 42,25 31,5 35
, "
Evaluation Process: Factors to be considered during the evaluation process include:
1. Firm's responsiveness clearly stating the scope of the services in the RFQ/P.
2. Firm's structure and size, and ability to perform tasks on a tight timeline
3. Firm's experience with public entities and cities.
4. Firm's experience with Energy Efficiency Conservation Strategies or similar projects
Scoring:
4 - points (Outstanding qualifications)
3 - points (Good qualifications)
2 - points (Average qualifications)
1 - point (Poor qualifications)
0- points (Did not respond in application)
ICF Jones &
Qualification Stokes EDAW / AECOM Tetra Tech HDR
----- ~- --
Response to RFP/Q 4 4 2
--_._-~
Profile of organization --
- Local offices 4 4 3 --
...:_ Proposed staffing (knowledge) 4 4 3
-
~ . - ---
Experience with public entIties
- Energy Efficiency Strategies or similar work 4 4 2
- References provided 4 4 2
Specialized Energy Services ~
- ListinQ of other beneficial services offered -4 4 2 --
- Description of services that may save 4 4 2
City monev or orovide a suoerior ----
enemy efficiency plan
Reporting u
- Ability to meet guidelines of DOE 3 3 3
- Ability to meet City's timeline ------ 3 3 - -- 3
Additional consideration listed --
one Doint for sDecificallv identified advantag& -- --
- economies of scale 1 1 1
-- ---- ----.--....---
- one source of contact 1 1 1 --
--
--- ----_.- ---- -------
Overall analysis of presentation 4 3 2
-
Insurance requirements met for RFPIQ 4 -
4 4
-
Cost --
-- 2 1 3
-- --
~,- -
Local Vendor Preference (Yes or No) No No ------ Yes No -~
- ---
Sub-Total 46 44 33 0
- Local Vendor Preference -- -- 2.5 --
Total Score 46 44 35.5 0
Evaluator: Brian Turnbull, EDA
EECS Scoring Worsheet
October 12-13, 2009
Evaluation Process: Factors to be considered during the evaluation process include:
1. Firm's responsiveness clearly stating the scope of the services in the RFQJP.
2. Firm's structure and size, and ability to perform tasks on a tight timeline
3. Firm's experience with public entities and cities.
4. Firm's experience with Energy Efficiency Conservation Strategies or similar projects
Scoring:
4 - points (Outstanding qualifications)
3 - points (Good qualifications)
2 - points (Average qualifications)
1 - point (Poor qualifications)
o - points (Did not respond in application)
ICF Jones &
Qualification Stokes EDAW I AECOM Tetra Tech HDR --
--
Response to RFPIQ -- -
--- 4 4 3 3 -~~
~-
Profile of organiz~tion
- Local offices 3 3 2 3
-~--~._-
- Proposed staffing (knowledge) --- -- 4 4 1 3
-
---,
Experience with public entitles ~-- f--- -
- Energy Efficiency Strategies or similar work 4 4 2 4
- References provided 4 . 4 -- 2 4 --
~---
Specialized Energy Services ,
.. -- -
- Listing of other beneficial services offered 3 4 2 2
_ - Description of services that may save 3 --------
4 1 3
City money or provide a superior - ---
enerllY efficiency plan ----
~----..._---_.__..,- --- .._-~_._._-~-
Reporting
- Ability to meet guidelines of DOE 4 4 3 4
- Ability to meet City's Iimeline 4 -- 4 3 4
e-- --~- -
Additional consideration listed -~
(one /Joint for s/Jecificallv identified advantaae) --
- economies of scale 1 1 1 1
-
- one source of contact 1 ---- 1 1 1
.----- ------
Overall analysis of presentation -- 3 4 1 3
Insurance requirements met for RFPIQ - --
-- 4 4 4 4
------ - -~-----
~._.._._.._~_...- -
Cost 2 1 - --- - 3 2
---------- ------ -.----- - -
7--~- --- - -~--~
Local Vendor Preference (Yes or No) -- No No Yes No
---~-----
Sub-Total 44 46 29 41
---~-- Local Vendor Preference 2.5
'--~--'--
Total Score 44 46 31.5 41
Evaluator: Casey Dailey, Mayor's Office
EECS Scoring Worsheet
October 12-13, 2009
Evaluation Process: Factors to be considered during the evaluation process include:
1. Firm's responsiveness clearly stating the scope of the services in the RFQ/P.
2. Firm's structure and size, and ability to perform tasks on a tight timeline
3. Firm's experience with public entities and cities.
4. Firm's experience with Energy Efficiency Conservation Strategies or similar projects
Scoring:
4 - points (Outstanding qualifications)
3 - points (Good qualifications)
2 - points (Average qualifications)
1 - point (Poor qualifications)
o - points (Did not respond in application)
ICF Jones &
Qualification Stokes EDAW I AECOM Tetra Tech HDR
--
Response to RFP/Q --'. - -~~
3 3 2 3
- ----~
------
Profile of organization --- -
- Local offices 2 2 4 3
- Proposed staffing (knowledge) -
2 -- 3 1 2
----
Experience with public entities - ~-
-
- Energy Efficiency Strategies or simiiar work 4 4 1 1
- References provided 4 4 2 2
-"------ -- --
Specialized Energy Services .
- Listing of other beneficial services offered .. 3 4 2 1
--- -- - ._n__..
- Description of services that may save 2 3 1 2
Citv monev or orovide a suoerior --
energy efficiency plan -----~ -~ _ .--. --
Reporting -- - - --'. --
--- --
- Ability to meet guidelines of DOE 3 2 1 2
-..-- -
- Ability to meet City's limeline 2 2 1 1
-.---
Additional consideration listed -----
!/one ooint for soecificallv identified advantaael ------.
- economies of scale m
1 1 1 1
.--.--.----
- one source of contact 1 --- 1 1 1
I-~-~---- --'-'. ---
Overall analysis of presentation 3 3 1 3
-
Insurance requirements met for RFP/Q - -~--
4 4 4 4 __
.-_.- -
Cost - -- - --- _._----
~- 2 -- 1 __ 3 2
---------- 1-------
-- --- -- ~
Local Vendor Preference (Yes or No) No No Yes -- No
--~----~
Sub-Total 36 37 25 28
-~ - - Local Vendor Preference 2.5 --
Total Score 36 37 27.5 28
Evaluator: Deborah Allen, Environmental Projects
EECS Scoring Worsheet
October 12-13, 2009
Evaluation Process: Factors to be considered during the evaluation process include:
1. Firm's responsiveness clearly stating the scope of the services in the RFQ/P.
2. Firm's structure and size, and ability to perform tasks on a tight timeline
3. Firm's experience with public entities and cities.
4. Firm's experience with Energy Efficiency Conservation Strategies or similar projects
Scoring:
4 - points (Outstanding qualifications)
3. points (Good qualifications)
2 - points (Average qualifications)
1 - point (Poor qualifications)
0- points (Did not respond in application)
ICF Jones &
Qualification Stokes EDAW / AECOM Tetra Tech HDR
Response to RFP/Q - 3
3 2 3 --
-.. ------ --
Profile of organization -
- Local offices 2 2 4 3
- Proposed staffing (knowledge) 3 3 1 2
~-
Experience with public entities ..--
--
- Energy Efficiency Strategies or similar work 4 4 2 3
- References provided 4 4 2 3 --
Specialized Energy Services .--..- . ---
-' --
- Listing of other beneficial services offered 4 4 2 3
- Description of services that may save 3 . 4 2 3
Citv money or provide a superior
enerav efficiencv olan -- --
-.-. "-~-- ._-~-- - --
Reporting
- Ability to meet guidelines of DOE 3 3 2 2
- Ability to meet City's timeline 4 4 _._-
--- 2 3 ---
---.-.---
Additional consideration listed
(one point for specifically identified advantage)
- economies of scale 1 1 1 1
~ one source of contact 1 1 un __!. __ _ --- 1 -~
-
Overall analysis of presentation 3 4 ---
1 3
Insurance requirements met for RFP/Q 4 4 -- 4 4
---- - - -
Cost 2 1 --_..._.~ --
3 2
Local \,Iendor Preference (Yes or No) No No Yes No
Sub-Total 41 42 29 36
-- Local Vendor Preference -- 2.5
Total Score 41 42 31.5 36
Evaluator: Tony Frossard, Facilities Management
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RESOLUTION NO.
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO APPROVING THE PROFESSIONAL SERVICES AGREEMENT BY
AND BETWEEN THE CITY OF SAN BERNARDINO AND AECOM TECHNICAL
SERVICES INC. FOR THE CREATION OF THE CITY'S ENERGY EFFICIENCY &
CONSERVATION STRATEGY AND CLIMATE ACTION PLAN.
WHEREAS, on February 17, 2009 President Barack Obama signed into law the
American Recovery and Reinvestment Act (ARRA) of2009; and
WHEREAS, one of the new programs receiving funding from ARRA is the Energy
Efficiency & Conservation Block Grant (EECBG) Program to fund projects that reduce energy
use and fossil fuel emissions, and that improve energy efficiency; and
WHEREAS, the EECBG Program received $3.2 billion in nationwide funding; of that,
the City of San Bernardino is eligible to receive a direct allocation of$I,954,000; and
WHEREAS, a requirement for jurisdictions receiving over $250,000 IS the
development of an Energy Efficiency & Conservation Strategy to create an implementation
plan for achieving the goals and objectives, including new programs and/or projects funded by
the EECBG Program; and
WHEREAS, the City of San Bernardino is eligible to use up to $250,000 of the
allocated grant funds to hire a consultant to develop the Energy Efficiency & Conservation
Strategy; and
WHEREAS, per Resolution 2009-168, to secure the EECBG grant funds, the Mayor
and Common Council approved the submission of an application, attached as Exhibit "A", to
the Department of Energy assuring the development and submittal of an Energy Efficiency &
Conservation Strategy on June 15, 2009; and
October 29, 2009
WHEREAS, on September 8, 2009 (award date), the Department of Energy notified
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the City ofthe previously mentioned application being approved and subsequently awarded the
City $250,000 on Award Number DE-SCOOOI924, attached as Exhibit "B"; and
WHEREAS, the City has 120 days from the award date to submit the Energy
Efficiency & Conservation Strategy to the Department of Energy; and
WHEREAS, the final Energy Efficiency & Conservation Strategy will be presented to
the Mayor and Common Council for approval before the strategy is submitted to the
Department of Energy.
NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND COMMON
COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The City Manager is hereby authorized and directed to execute on behalf
of the City, a Professional Services Agreement by and between the City of San Bernardino and
AECOM Technical Services, Inc. A copy of the Professional Services Agreement is attached
as Exhibit "C" and incorporated herein by reference.
SECTON 2. The City Manager, or his designee, is hereby authorized to execute in the
name of the City of San Bernardino all necessary forms and agreements for the purposes of
securing payments, to implement and carry out the purposes specified by the Department of
Energy, and provide information regarding this program to the Department of Energy upon
request.
SECTION 3. That the Mayor and Common Council of the City of San Bernardino
hereby authorize the City Manager, or his designee, to carry out the necessary actions to
successfully develop and implement the Energy Efficiency & Conservation Strategy and a
Climate Action Plan for the City of San Bernardino.
SECTION 4. The authorization to execute the above referenced Agreement is
rescinded if it is not executed by both parties within ninety (90) days of the passage of this
resolution.
October 29, 2009
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RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO APPROVING THE PROFESSIONAL SERVICES AGREEMENT BY
AND BETWEEN THE CITY OF SAN BERNARDINO AND AECOM TECHNICAL
SERVICES INC. FOR THE CREATION OF THE CITY'S ENERGY EFFICIENCY &
CONSERVATION STRATEGY AND CLIMATE ACTION PLAN.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
and Common Council of the City of San Bernardino at a
meeting thereof, held
, 2009 by the following vote, to wit:
on the day of
AYES
NAYS
ABSTAIN ABSENT
Council Members:
ESTRADA
BAXTER
BRINKER
SHORETT
KELLEY
JOHNSON
MCCAMMACK
Rachel G. Clark, City Clerk
The foregoing resolution is hereby approved this
day of
,2009.
Patrick J. Morris, Mayor
City of San Bernardino
Approved as to FORM:
J
C
F. PENMAN,
Attorney
October 29, 2009
~y lu.'IJ.,'/; A
"
Grant Application Package
~-~
.:::- GRANTS.GOV-
03/261200'
06125/200'
Sue Miltenberger
Contract Specialist
e-mail: EECBGGnetl.doe.gov
r--.Opportunlly Tltlo:
,,--,OIIerlne Agency:
CFDA Number:
CFDA ee.crlpllon:
Opporlunl\y NumlMlr:
Complllltlon ID:
OpporlUnlly Open DllO:
Opporlunlly C.... Dolo:
Ag.ncy Conltct:
Recovery Act ? Energy Bfficiency and Conaervation Block
National Sner9Y Technology Laboratory
81.128
Enerq Efficiency' Conservation Block Grant pro9ram
OE-FOA-0000013
TIlls oppollunlty Is only opon la Ol'flIn.......... .ppl...... who... .ubmllllng g.-II\~"" on bohtII of. comptn)'. _. ....., or
.....1 g..........At, .-. or _ typo of _nIDIIon.
. AppII~ FIHng Hlme: I San Bernardino City EBCBG Application
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MowF<<m\l:l
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. The forms iiIeId in Ihe "MIndMoly Documentt" box _d ~ DCIClI'MtI"M mlY bt pnIdItInH 1'ormI. such . SF...t24. fgrmt....... I doc:umlfttneedt to M .lIaChed.
auc:h 11&" Pn:IjtIct ~ orl ClCMfIIIInIdIDn of 1Iloth, ............, Documen1s.... NlluIrW far this _icdon. "'OpIionIII DoCIanenIa" Clin be VHd to ~ addIIonIl
II\tPPOt\ for tha IppUcaIIon or h'Ily be Mq\Ind 'far lpec::Ifte: typM of SlranI Kti\/Il)'. ~ the ~ pGkllge N:~' Jot more inforrNltiorl nvanllng "O$ltion81
00clUl1lO....".
~ To open and c:ompIq a form, limply dick on the fOrm'I; nil... W:l HIe<<.. Item and then c:kk on 1M ~ bUItDn. This wDI movvlh. iIJOCYmant m the ~opdIIt "Docurnlftll
for SlIbmIIoIilx1" _ w the fonn wit be ~ 1ddec11o )'OUr.ppIicIIIon PIKlkIlg.. To...... farm, ICIaU down M\e1ClMl1 Of.-ctthl fDfm nune 1M dk* Oft....
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mutt bt oom,.... ... hlghllSlhMclln plow wIIh. r.cI bordM'. OptIonal fteIdI and Cf.ln'lpINd fIIIda IN. d1lp&1pd k'l wtltle. If you enl8r In\IaIId or Inc:ompIMI infon'nabl "'.
fiIkI. )'QU wi receI.... In Irror meHIOI.
~ Clkk... "Saw ..ubmlt" b.... toAbmIt'OIlf'~n to G....gov.
~ .. Or.- you hive properly completed I. Mquhcl dClCUl'MnIIlnd IltaOhtd any.-quirld at optiDnaI dooumenldDn. .....1hI cornpIeted apptication by dklking on the-s.v....
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~ The "Save & Submir button wll Mcome 1Ctiva; dick on the "Save & Sutwrif' bub;)n to MgIn'" appIlcItIoIl aubmIuian prDCIIlS.
. Vou" be lIken to 1he lpelIant login PIOI to Inter YOUt Grtnts.gov UMmeIM and paaword. Follow III ClIWCrHn inIlrudiDns fur 5.ubrmulon.
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EJcpraUon Dille: 01/3112009
.-
Application for Fed...., Aulsltnce SF-424 Version 02
'1.T"",oISubmla1lon: '2- TI'Jl8 of AppIctIICn: ..R_._....__.):
o Pteappllcation l&l New I I
IRl I>jlpllCttion o Continuation 'OIho< (Spooify)
o Changed/Comlctod I>jlplletllon o Revllion I I
.. 3. 0,.. RecIi\Ivd: 4. AIll>IlconIIdonlliar.
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5a.F_EntiIy_ '5b.FtcIo1II__1i1r:
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11__0..,.:
e. Olio _ by Sto"': I 117._AI>p1lc1tion_or: I I
.. APPUCANT 1NF0RMAnON:
.. B. Legel Name: ICity of San Bernardino I
'b. ElI1jlIoyadf_ror kIo"- N"'-(EINIT1N): 'c. OIllI'-"'" DUNS:
195-6000772: I 1059452636 I
do Add....: .
. StrNt1: j30a N. D Street ," '. I
S1nlol2: I I
'City: Isan Bernardino I
County: I I
. Stile; I CA, California I
Provinee: I I
. Country: I DSA: UNItED STATES I
.. Zip / PoetIl Code: 1~241B I
e.Olll8n_IUnft:
Oeportrnonl Nome: DMIIon "'me:
JeitY HanageJ::'s Office I I I
f, Nlmt Ind oonlIcllnlormlBon of parson to III contICIId on _..involving _ .ppR_n,
Prefix: IHn. I "'FirIIName: 1Catherine I
Middle NelM': I I
.L.lstNomo: !pr1tC:hett I
Suftix: I I
TItle; 'Management Analyst I
0Ig00iz0ti0n01 AtIIIllIon:
I I
'Telephone N...oor: 1909-984-5122 I Fax Number: 1909-384....5138 I
.~: !Pritchett_ca8abcity.crg I
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OMB Number: 4040-0004
Expiration OatIl: 0113112009
Application for Fed....1 A..I"""'ct SF~:U Version 02
s. Type ofAppHcant1: _ctAppllClntType:
Ic: City or Township Govermaen~ I
TYJlO cI AppIic:ont 2: SeleCt Appllcant Typo:
I I
Type of Applicant 3: SeIeclApplicanl Type:
I I
, Othor(~):
I I
'10. N.... of _ral Agency:
INAtioDal Bnergy technology Labar.tory I
11, Ctlalog of F.deral eon.uc _lInet Number:
J810128 I
CFOATitIo:
Ifner9Y Efficiency' COnservation Block Grant proqram.
'12. F.....1ng Opporlunlly Numbor:
10.-FOA-0~00013 , .
-T_: .,
Recovery Act ? Ener~y Efficiency and Con3ervation Block Grant5 ? Formula Gzant's
13. C_lItIonlde_ Numbor:
I I .
T"':
I I
14. _ AllocttcI by pnljoct (CItIoo, eo..-, S_. o1c~:
t"~. .. .. ........ I
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Enerqy Efficiency , Conservation Strategy fEEeS) DeveloplUU\t
AUat::h aupportI~ ~f'Tentl.S tpedfIed in 1gency lnItn.lction..
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Application for Federal A..l8lance SF-4:U V8I'8ion 02
1'. Cong....._1 011_ Of:
. .. Appic8nl ICA-042 I . b. PrognomIProjtcl ICA-O<l2 I
_ell In Iddillanal..lolProgrollllPn>joclCong_ICiolrtdI I_
I 11'~;lWj&r~bW;.i;1 ~t''''''iWi'~~ 1!'~JIl!.I!
,,' - .. ,', . ., ,....~. ",.!J,., .... . d", r .'
17. P....- Pn>jtct:
.. 8. Stint Data: /08125/20091 . b. End 1ltlII: 112/25/20091
11. _d Funding ($1:
.. e. Federal 250,000.001
.. b. AppIicBnt 0.001
.c. State 0.001
"d. LotII 0.001
.e. Other 0.001
.. r. Prcgram Income 0.001
. g. TOTAL 250.000,001
'lB. II AppllclUon Subftctto _By S_ U_r ....._ Onltr 12372_1
D .. TI1lI tpplClllion_ ""'de _'oble 10 lIle Stole under the ~ QMe;-12372 Process for review on I I.
D b. Prog""" Is lubjecllo E.O. 12372 but has nO! _n ,,_. by t~. Illite for review,
~ c. ProgrllR II not.....red by E.O. 12372.
, 20. II tho Appllcont Dtnnquont On Any F....I Dtbt7'. -V.... provide ......ntllon.)
Dyes 181 No 1-~.;l:j!')iJ
21. 'By IIgnlno lido 'pp-n, I certify (II to lilt __ canlllntd In tho lilt oI..IlIII..-- .nd (2) _ tile .-'._1lI
.....In ... _. ~ ond ICCU_ la tho _ 01 "'l' t-..ge. , .1&0 ptaVldt tile ...._ .......nc..- ..... .g... to
comply with .n, _ullng ltm1t .I....pt... _nI. I.... _.. bl...,ftIot, ~. or lnIudulonl............ or elln rnoy
..bJect R1I to c_~ c\vl~ or Idmlnll-' ponlllltt. (U.8. Codt. TIIIo 211. 8tcIIon 1001)
181 - I AGREE
.. The 1111 of CIftilIcations and 8SSUrIInces, or an internet IIite where you may obtain thl. 1111., is 'contal'*' in the announcement or agency
opedfic-
AutIIo_ Rt_lIYt:
Pl'llroc: IMr. I .. Firat Nlme: lebada. I
MIcScIre Name~ I I
.. Last Name: iKcNe.Iy I
SU!lUc; 1 I
"'Title: ICity Han.&gex I
: TBIBphOno Numblr 1909-384-5122 1 FIX Numbtr. [ 1
.E~:~.elY_Chlebcity.org I
'Si_o(A_R...-ive: ~bJChnla.PuponlUbrnlulan. 1 'Dala Signed: ~ ~ GtarQ.p lflOnaimlllon. 1
OMBN....4040-0004
E>pI_ call: 0113.112009
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OMB Number:: ~O.Q004
El<plrt1lan Date: 01/31/2009
.-
Application for Federal Assistance SF~24 Version 02
, APt>llCInt _I Dobt Dellnq_., Eopllnttlon
The folkWring IlekI lhauId contaln an uplanatlon If lhe Applicant orgatizatlon " delinquent on any Federal Debt Maldmum number of
ch_ thotCln be........ il4.ooo. Try ond 0_ _ _and ClnitgI rotU",""'lllPimiZll tho o_biIlty oIlpIce.
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Other Attachment File(s)
'1IIRdaIDI)' Other AllOchmonl Fllontmt: I
I
1~Qil\idtll#OlIiIl'i!~II~'1i8~'Oli;.;:~;.mII~~ii1ii~1
To IIdd more "OIher _ ._, pIo... use the _ butlonI boIow. .
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ProJectlPerfonnance Site Locatlon(s)
OMS Number: 4040-0010
Expiration 0aIe: 0813112011
Ptrfo ~ Primo Lo 10 0 1 om oubmllt;,g on opplcoUon II .n Individusl, tnd nolon behtW of. compony, $\Ite.
ProJoetl RIll.... s_ ry cot n IoCIlI or lrtbal government. ....d...... or DIhBr typo of orgoli%a1lOll.
Olv.n1zllion Name: lei ty of San Bernardino I
DUNS Nlmber. 10594526360000 I
. Slreetl: 1300 N, D Street
Stree12: I
. Ci1y: Isan Bernardino
. Stote: ICA: California
Provtnce: I
. CcuI\Iry:IUSA: UNITED STATES
'ZIP/PoIIoICodo: 192418-0001
I Coll11y: I
I
'PIOjIcII_ S1Ie COngJesI_ Dlatricl: ICA-042
ProJoetlPlI'formonco SIlo LocoUon 1
Organization Name: I
DUNS Number. I
'S1IeeII: I
S1reet2: I
'Clly: I
'SIal.: I
Province: I
'COwmr.!USA: UNITED STATES
, ZIP i Postal Code: I
o 10m oubmItIing In applcation.. on lncIIvIdutl. .nd nolon behtWof I """pony. ollle.
10",,10'111>11 gcvemment. oeademll, or _,typo of ~n.
I
I County: I
I
, PlOjlcII Perl""""""" S1Ie CongruIIonI'_1
{
'-
EECBG Activity Worksheet
Grante&:
DUNS #:
City of San Bernardino
59452636
Date' 05/04/2009
Pritchett_Ca.sbcity.org
Program Contact Email:
Last Name: Pritchett
Program Contact Fifst Name: Catherine
Projer::t TItle: Energy Efficiency C: Conservation Strategy
Adivity: 1. Energy Efficiftncy and Cons.rvation Strategy
SectOr: Public
If OttIer.
If Other:
Proposed Number of Jobs Created: 2,? 0
Proposed Energy Sailed and/or Renewable Energy Generated:
Proposed GHG emissions Reduced (C02 Equivalents):
Proposed Funds Leveraged: $0.00
Proposed EECBG Budget 250,000.00
Projected Cools Within Budget: Administration:
Project Contact First Name: Catha..';.
MetriC ActMty: ~c::bnical A..1.Unc:e
Proposed Number of Jobs Retained:
onkDQwn at this time
Subgl'8l'lls:
Emsll: pritchett_e"~1t.y.org
RevoMng Loans:
Last Name: Pritehett
If Other.
Project Summary: (limit summary to space provided)
This activity will consist of the development of the City'S Energy Efficiency. Conservation Strategy
(BEeS). The City of San Bernardino will select a professional cODsultBnt to assist in the development
of appropriate programs and projects that will achieve loog term and sustainable energy efficiencies
and conserVation. Some of the specific tasks the CDDsultant will per:foX'1ll will include l quantification
of citywide energy usage (electricity, gas, water, etc.) and greenhouse gas emi.sion level.. The
identification of the current levels of tbe above referenced criteria will allow the City to track its
effectiveness of the pragt'at'd.& and projects developed under DCBG. The City w1ll use this process of
developing the EEeS to create realistic goalB and objectives for overall energy reduction and
greenhouse ga8 e~.8ion levels. .
The development of the BEeS will be a publia process and public input will be solicited to ensure this
strategy is not developed in a vacuum..
"-
c
"~.... ptl1pOO/ng nIO/'/l rhan....1ICIMIy, .... rhls lit as many limos.. _ with successfw _ numbetl. Foro.ample: 'CJH.CITY..coIurrIIIw-
PrajecI AcIJviIy _ f.pdt.. "OH-ClTY.(;c/umbus-Projocl AcIMly _ 2.pdt.. anti con/inue ... _d.
f-Xh,b'1- B
NOT SPECIFIED /OTHER
ASSISTANCE AGREEMENT
1, Award No. 2. ModiflCBlion No. I~' Effedlve Dale I:' CFDA No
DE-SCOOO1924 09/06/2009 61.126
S. Awarded To 6. Sponsoring omce 7. Period of Performance
SAN BERNARDINO, CITY OF EERE (FORS) 09/06/2009
Attn: Casey Dailey U.S. Department of Energy through
09/07/2012
Assistant to the Mayor Office of Energy Efficiency & Renew
300 N. o Street Forrestal Building
San Bernardino CA 92418 1000 Independence Avenue, SW
Washington DC 20585
B. Type of Agreement 9. Aulhotlly 10. Purchase Request or Funding Document No.
[RI Granl Energy Independence and Security Act 09SC005207
o Cooperative Agreement (EISA) of 2007
o Other
11. Remittance Address 12. Total Amount 13. Funds Obllgaled
SAN BERNARO~O,~ITY OF Gavt. Share: $1,954,600.00 This action: $250,000.00
Attn: Casey ailey Cost Share : $0.00 Total : $250,000.00
Assistant to the Mayor Total : $1,954,600.00
300 N. o Street
San Bernardino CA 92416
14. Principallnvesligator 15. Program Manager 16. Administrator
Casey Dailey Martha J. Kass Oak Ridge
909-364-5133 Phone: 665-576-0717 U.S. Department of Energy
P.O. Box 2001
Oak Ridge TN 37831
17. Submit Payment Requests To 16. Paying Office 19. Submit Reporls To
OR for Oak Ridge/OSTI See Reporting Requirement
U.S. Department of Energy Checklist
Oak Ridge Office
Oak Ridge Financial Service Center
P.O. Box 6017
Oak Ridge TN 37631
20, Accounting and Appropriation Data
Block Grant
21. Research Tille and/or Description of Projed
ENERGY EFFICIENCY . CONSERVATION BLOCK GRANT PROGRAM
For the Recipient For the United States of America
22G ~ure of Person Authorized to SI In 25. Signature of GrantslAgreemen1s Officer
'-SJUVI" , H- 9-.W~
"....~ JJn "C
24. Date Signed 26. Name of Officer 27. Date Signed
~.A r/~ 17..s.~J~ "/1107 BEVERLY HARNESS 09/06/2009
. I
Cl-J-y /'7t4"4.p.r
NOT SPECIFIED /OTHER
NOT SPECIFIED /OTHE~
REFERENCE NO. OF DOCUMENT BEING CONTINUED
CONTINUATION SHEET DE-SCDDD1924
NAME OF OFFEROR OR CONTRACTOR
SAN BERNARDINO,CITY OF
ITEM NO.
IA)
SUPPLIES/SERVICES
(B)
DUNS Number: 059452636
TAS::89 0331::TAS RecoveryRecovery Act Block
Grant for ARRA Funding. New award for City of
San Bernardino, CA.
ASAP: Yes Extent Competed: NOT AVAIL FOR CaMP
Delivery Location Code: 00522
Oak Ridge Office
U.S. Department of Energy
Oak Ridge Office
230 Warehouse Road
Oak Ridge TN 31830
Payment:
OR for Oak Ridge/OSTI
U.S. Department of Energy
Oak Ridge Financial Service Center
P.O. Box 6011
Oak Ridge TN 31831
Fund: 05796 Appr Year: 2009 Allottee: 30 Report
Entity: 471999 Object Class: 41000 Program:
1005115 Project: 2004350 WFO: 0000000 Local Use:
0000000 TAS Agency: 89 TAS Account: 0331
QUANTITY UNIT
ICI (D)
NOT SPECIFIED /OTHE~
UNIT PRICE
(E)
AMOUNT
(F)
July 2004
Exhibit "C"
PROFESSIONAL SERVICES AGREEMENT
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This Agreement is entered into this 2nd day of November, 2009 by and between
AECOM Technical Services, Inc. ("CONSULTANT") and the City of San Bernardino
("CITY" or "San Bernardino").
WITNESSETH:
WHEREAS, a requirement for jurisdictions receiving over $250,000 is the
development of an Energy Efficiency & Conservation Strategy to create an implementation
plan for achieving the goals and objectives, including new programs and/or projects funded by
the EECBG Program; and
WHEREAS, the EECBG Program received $3.2 billion in nationwide funding; of that,
the City of San Bernardino is eligible to receive a direct allocation of $1 ,954,000; and
WHEREAS, The City of San Bernardino is eligible to use up to $250,000 of the
allocated grant funds to hire a consultant to develop the Energy Efficiency & Conservation
Strategy; and
WHEREAS, the Mayor and Common Council have determined that it is advantageous
and in the best interest of the City of San Bernardino to engage a professional consultant to
develop the Energy Efficiency & Conservation Strategy; and
WHEREAS, it has been determined that CONSULTANT is the most qualified to
perform said services and that CONSULTANT warrants that they are qualified and will
perform the work in a timely fashion.
NOW, THEREFORE, the parties hereto agree as follows:
1. SCOPE OF SERVICES
For the remuneration stipulated, San Bernardino hereby engages the CONSULTANT to
provide those services as set forth in Attachment "A", which is attached hereto and
incorporated herein by this reference.
I
Exhibit "C"
PROFESSIONAL SERVICES AGREEMENT
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2. COMPENSATION AND EXPENSES
a. For the services delineated above, the CITY shall pay the CONSULTANT an amount
not to exceed $152,550.
b. Upon request by the City Manager, CONSULTANT may perform the additional work
needed, as described in the Scope of Services (Attachment "A") of the Agreement as Task 4:
Citywide Climate Action Plan; the total cost for these additional services will not exceed
$97,100.
c. In no case shall the total cost of the services delineated above exceed $249,650. No
other expenditures made by CONSULTANT shall be reimbursed by CITY.
3. TERM
The services set forth in Attachment "A" shall be for a period of 24 months,
commencing on November 2,2009, and terminating on November 1,2011, unless previously
modified, amended or cancelled by the written mutual consent of both parties.
This Agreement may be terminated at any time by thirty (30) days written notice by
either party.
4. INDEMNITY
CITY agrees to indemnify and hold harmless CONSULTANT, its officers, designated
agents and volunteers from any and all claims, actions, or losses, damages and/or liability
resulting from CITY's negligent acts or omissions arising from the CITY's performance of its
obligations under the Agreement.
CONSULTANT agrees to indemnify and hold harmless the CITY, its officers,
designated agents, and volunteers from any and all claims, actions, or losses, damages, and/or
liability resulting from CONSULTANT's negligent acts or omissions arising from the
CONSULTANT's performance of its obligations under the Agreement.
2
Exhibit "C"
PROFESSIONAL SERVICES AGREEMENT
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In the event the CITY and/or the CONSULTANT is found to be comparatively at fault
for any claim, action, loss, or damage which results from their respective obligations under the
Agreement, the CITY and/or CONSULTANT shall indemnify the other to the extent of its
comparative fault.
5. INSURANCE
While not restricting nor limiting the foregoing, during the term of this Agreement,
CONSULTANT shall maintain in effect policies of comprehensive public, general and
automobile liability insurance, in the amount of $1,000,000.00 combined single limit, and
statutory worker's compensation coverage, and shall file certificates evidencing coverage with
the CITY'S Risk Manager prior to undertaking any work under this Agreement. CITY shall be
set forth as an additional named insured in each policy of insurance provided hereunder. The
Certificate of Insurance furnished to the CITY shall require the insurer to notify CITY of any
change or termination in the policy.
6. NON-DISCRIMINATION
In the performance of this Agreement and in the hiring and recruitment of employees,
CONSULTANT shall not engage in, nor permit its officers, employees or agents to engage in,
discrimination in the employment of persons because of their race, religion, color, national
origin, ancestry, age, mental or physical disability, medical condition, marital status, sexual
gender or sexual orientation, or any other status protected by law.
7. INDEPENDENT CONTRACTOR
CONSULTANT shall perform work tasks provided by this Agreement but for all intents
and purposes, CONSULTANT shall be an independent contractor and not an agent or
employee of the CITY. CONSULTANT shall secure, at its expense, and be responsible for any
and all payment of Income Tax, Social Security, State Disability Insurance Compensation,
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Exhibit "C"
PROFESSIONAL SERVICES AGREEMENT
1
2 Unemployment Compensation, and other payroll deductions for CONSULTANT and its
3 officers, agents, and employees, and all business licenses, if any are required, in connection
4 with the services to be performed hereunder.
8.
BUSINESS REGISTRATION CERTIFICATE AND OTHER REQUIREMENTS
CONSULTANT warrants that it possesses or shall obtain and maintain a business
registration certificate pursuant to chapter 5 of the Municipal Code, and any other license,
permits, qualifications, insurance and approval of whatever nature that are legally required of
CONSULTANT to practice its profession.
9. NOTICES.
Any notice to be given pursuant to this Agreement shall be deposited with the United
States Postal Service, postage prepaid and addressed as follows:
TO THE CITY:
City Manager's Office
300 North "D" Street
San Bernardino, CA 92418
Phone: (909) 384-5122
TO THE CONSULTANT:
Eric Wilson
AECOM Technical Services, Inc.
150 Chestnut Street
San Francisco, CA 94111
10. ATTORNEYS' FEES
In the event that litigation is brought by any party in connection with this agreement, the
prevailing party shall be entitled to recover from the opposing party all costs and expenses,
including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of
its rights or remedies hereunder or the enforcement of any of the terms, conditions or
provisions hereof. The costs, salary and expenses of the City Attorney and members of his
office in enforcing this Agreement on behalf ofthe City shall be considered as "attorneys' fees"
for the purposes ofthis paragraph.
4
Exhibit "C"
PROFESSIONAL SERVICES AGREEMENT
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11. ASSIGNMENT
CONSULTANT shall not voluntarily or by operation of law assign, transfer, sublet or
encumber all or any part of the CONSULTANT's interest in this Agreement without CITY's
prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be
void and shall constitute a breach of this Agreement and cause for the termination of this
Agreement. Regardless of CITY's consent, no subletting or assignment shall release
CONSULTANT of CONSULTANT's obligation to perform all other obligations to be
performed by CONSULTANT hereunder for the term ofthis agreement.
12. VENUE
The parties hereto agree that all actions or proceedings arising in connection with this
Agreement shall be tried and litigated either in the State courts located in the County of San
Bernardino, State of California or the U.S. District Court for the Central District of California,
Riverside Division. The aforementioned choice of venue is intended by the parties to be the
mandatory and not permissive in nature.
13. GOVERNING LAW
This Agreement shall be governed by the laws of the State of California.
14, SUCCESSORS AND ASSIGNS
This Agreement shall be binding on and inure to the benefit ofthe parties to this
Agreement and their respective heirs, representatives, successors, and assigns.
15. HEADINGS
The subject headings of the sections of this Agreement are included for the purposes of
convenience only and shall not affect the construction or the interpretation of any of its
provisions.
III
5
Exhibit "C"
PROFESSIONAL SERVICES AGREEMENT
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16. SEVERABILITY
If any provision of this Agreement is determined by a court of competent jurisdiction to
be invalid or unenforceable for any reason, such determination shall not affect the validity or
enforceability of the remaining terms and provisions hereof or of the offending provision in any
other circumstance, and the remaining provisions of the Agreement shall remain in full force
and effect.
17. REMEDIES; WAIVER
All remedies available to either party for one or more breaches by the other party are
and shall be deemed cumulative and may be exercised separately or concurrently without
waiver of any other remedies. The failure of either party to act in the event of a breach of this
Agreement by the other shall not be deemed a waiver of such breach or a waiver of future
breaches, unless such waiver shall be in writing and signed by the party against whom
enforcement is sought.
17. ENTIRE AGREEMENT; MODIFICATION
This Agreement constitutes the entire agreement and the understanding between the
parties, and supersedes any prior agreements and understandings relating to the subject manner
of this Agreement. This Agreement may be modified or amended only by a written instrument
executed by all parties to this Agreement.
III
III
III
6
Exhibit "C"
PROFESSIONAL SERVICES AGREEMENT
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IN WITNESS THEREOF, the parties hereto have executed this Agreement on the day and
date set forth below.
Date: November _' 2009
CITY OF SAN BERNARDINO
By:
Charles E. McNeely
City Manager
APPROVED AS TO FORM:
Dated: November _' 2009
AECOM Technical Services, Inc.
By:
Eric Wilson
Vice President
7
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SCOPE OF WORK
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Following the City's RFP, the EDAW AECOM approach and
methodology to this project is designed to deliver a compre-
hensive and implementable EECS within the proposed budget
and schedule:
TASK 1: EECBG Activity
Selection Assistance
Our team will work seamiessly with City representatives to cull
through the broad categories and competing energy efficiency
and conservation initiatives to identify priorities and select the
EECBG activities. Through this effort, we believe It is Important
to find a balance between short-and long-term goals, while
focusing on some critical highlights of this effort, such as:
Reflecting priorities according to San Bernardino's base-
line energy and GHG inventory
Use EECBG funds that optimize and anticipate other
funding sources, such as competitive grants
Focus on DOE principle priorities: Jobs created, energy
saved, funds leveraged, cost savings, renewable energy
installed, and GHG reduced/mitigated
Meet transparency and reporting expectations
Anticipate future regulatory changes
Thistask will provide a strategic foundation for Task 2: Energy
EffiCIency and Conservation Strategy (EECS), by developii111 a
comprehensive and achievable project list for use of the City's
EECBG grant funds. Following DOE guidelines and req~ire-
ments, the EECS will incorporate critical input from 10cal
resources and stakeholders, and leverage team expertise to
define obtainable goals and implementable actions, Through-
out, consideration will be given to maximizing outcomes and
benefit potentials through EECBG funds,
;.~ ];~I,-;1j,::. :3tc't1:;t:;ilc,Jde{ P;;:;rticif-,'ation
Based on similar project experience, we believe that the suc-
cessful development and execution of San Bernardino's EECS
will benefit from meaningful public and stakeholder involve-
ment. The team will therefore work with the City to identify and
organi2e key stakeholders (see below), participate In up to two
public workshops, and present EECS updates at up to two
City Council meetings, as directed. Stakeholders may include
participants in the City's Downtown Vision and Action Plan,
such as members of the San Bernardino Chamber of Com-
merce, Downtown Business Association, Convention & Visitors
Bureau, San Bernardino County Board of Supervisors, and the
San Bernardino Association of Government; other local groups
active in these issues may also be included.
The formation of a small, invested Stakeholder Committee
with a diverse membership can be instrumental in assisting
the team with a streamlined EECS planning process. Stake-
holder knowledge, combined with EDAW AECOM's experi-
ence of successful delivery of similar projects, will ensure a
representative leadership team for the San Bernardino EECS.
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING ! 7
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An example of a well-rounded stakeholder composition can
be found with our work for the City of Seattle; committee size
would be scaled for San Bernardino:
http://www.seattle.gov/environmentlGBtaskforce.htm.
For Sub-Task 1.1, EDAW AECOM recommends conduct-
ing one (1) Stakeholder Committee meeting and (1) public
workshop at the outset of the work program to scope relevant
issues and opportunities. The team assumes that City staff
will coordinate the composition of the public outreach, secure
meeting times and locations, publicize meetings, and provide
print"'! materials, EDAW AECOM will provide an agenda,
presentation, and written summary of each meeting.
,.1.-2 identify Eligible EECS Projects
Our approach will focus on programs that are eligible for
EECBG funding, but will also recommend projects that could
be funded using other resources, inclUding public-private
partnership opportunities. Review of the City's current GHG
Inventory will help focus on the sectors contributing the largest
proportion of emissions. We will also build on the City's current
energy efficiency efforts, such as Its LEED-certified Inter-
change Business Center, promotion of the California Building
Industry Institute's California Green Builder program, etc. It will
also be important to make sure that the EECS development
is coordinated with the state, county, and other neighboring
cities; the County recent related work includes conversion of
traffi~ signals. to LED, energy-efficient lighting retrofits, green
bUilding reqUIrements, and waste reduction measures.
Based on our knowledge of San Bernardino, and feasible
projects in other California cities. EDAW AECOM will work with
the City to develop Energy Efficiency Conservation Strategies
that align with the project activity model worksheets submitted
in the City's EECBG application. We expect this list will reflect
programs and projects at both the municipal and community
level. We will then work with staff and key stakeholders to
identify and prioritize these potential projects for inclusion in
the EECS. Drawing on both team expertise and stakeholder
input, a key work element will be a rigorous gap analysis of
existing programs (in San Bernardino and neighboring jurisdic-
tions) that can be built upon, and new programs that could be
funded by EECBG within rts 12 approved categories:
EDAW AECOM EXEMPLARY E~.JVIRONMENTS
Energy audits and retrofits of residential and
commercial buildings
Development and implementation of advanced building
codes and inspections
Creation of financial incentive programs for energy
efficiency improvements
Transportation programs that conserve energy;
Projects that reduce and capture greenhouse
gas emissions
Renewable energy installation on government buildings
Energy efficient traffic signals and lights
Deployment of combined heat and power, and district
heating and cooling systems.
Interviews with Town .staff and regionai agencies will help
clarify the successes and failures of any existing policies and
identify associated lessons learned for the EECS. The team
will further prioritize potential new projects that may result in
GHG reductions, with cost and benefit information for mea-
sures such as criteria pollutant reduction, health, and quality
of life (e.g., reductions in traffic congestion). Given the current
economic climate, priority is likely to be given to programs
and actions that have proven practice, or those that comple-
ment, expand, or strengthen a program or policy already in
place. Emphasis will be placed on those that are technically
and logistically feasible in the short-term, and general steps for
implementation will be defined.
Building Energy Efflclency
For existing building energy efficiency retrofit analysis, we
can carry out detailed audits using our proprietary holistic
energy auditing software, SSIMe Audit. The matching of actual
demand profiles to primary energy consumption is at the core
of the energy audit process and SSIMe Audit allows us to not
oniy calibrate the process but to also advise on the most effec-
tive energy upgrade soiutions for long term running cost, en-
ergy and carbon savings operation. Please see the Appendix
for more detail on our energy auditing and advanced building
engineering capabilities.
Greenhouse Gas Emissions Reduction Quantification
EDAW AECOM's approach to quantification of GHG emis-
sion reduction measures involves extreme diligence to ensure
that the EECS is of the highest, most impiementable quality.
Evidence (literature, academic research, scientific studies) in
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 8
support of emission reduction performance is requisite for
the team to report the performance of any GHG reduction
strategy or program. We have developed an evidence library
to substantiate GHG emission reductions attributable to
EECS measures.
Our approach also emphasizes transparency in the assump-
tions used to develop emissions reduction calculations. EDAW
AECOM's high standards and philosophy to EECS develop-
ment are unique in the marketplace. Existing methods for
quantifying GHG emission reduction measure performance in-
clude top-down and bottom-up calculations. A top-down calcu-
iation begins with the City operations and/or community-wide
GHG emissions inventory. For example with a community-
wide emissions inventory, a particular GHG emission reduction
measure (e.g., energy efficiency) targets a certain emission
sector (e.g., natural gas, electricity), emissions sub-sector
(e.g., residential, commerciel), and portion thereof (e.g., space
heating, water heating, air conditioning). Thus, EDAW AECOM
scales the emissions inventory aCCOrding to the applicability of
the EECS measure being evaluated.
We would work closely with the City to develop reasonable
assumptions for participation rates (i.e., portion of the City I
community that would partiCipate in en EECS, percent of City
employees that would use a carpool or transil subsidy
program, residential unils that would implement energy ef-
ficiency improvements, etc.). EDAW AECOM would then
convert the effectiveness of a GHG emission reduction
strategy into metric tons (MT) of carbon dioxide equivalent
(CO,e) reduced. This approach would achieve the City's GHG
reduction target and withstand scrutiny. In contrast, a bottom-
up approach to GHG emissions reduction quantification starts
with a GHG reduction strategy (e.g., instelletion of photovoltaie
panels). If the strategy Is assumed to reduce electricity de-
mand by a certain number of kW-hours, this can be converted
to GHG emission reduction by an emission factor for electricity
generation. However, it is critical that the assumed emission
factor be the same factor that was used to calculate GHG
emissions from electricity generation in the GHG emissions
inventory.
Our approach to quantifying GHG reduction potential of vari-
ous EECS measures also relies on key input from City staff
early in the process to assist in prioritizing measures offering
greatest feasibility at lowest cost. Thus, we are able to focus
limited project resources documenting the GHG reduction
potential of those measures most likely to be implemented.
Economic Analysis
EDAW AECOM would develop an order-of-magnitude estimate
of mitigation program cost per CO, reduced. We have found
that local policy makers use this information to prioritize poli-
cies where reduction measures can be phased in over time.
In some cases, cost data would be aggregated 8S certain poli-
cies would draw from the same resources, be it for additional
staff or community information campaigns. Recommended
GHG reduction measures can vary considerably both in their
ease of implementation and their cost per ton of CO, reduced.
By contrasting policy creation and implementation costs, as
well as the availability of funding sources, with the GHG
EDAW AECOM EXEMPLARY ENVIROI'IMEIJTS
reduction capacity of eech strategy, the City would be able
to prioritize measures and policies while ensuring that the
EECS is both effective and financially viable.
Determining the accurate costs of EECS measures can be
a difficult exercise, 85 pOlicies are enacted city.wide and/or
community-wide, while the capital expenditure or staff time
required to implement a policy fluctuates on a project-by-proj-
ect basis. EDAW AECOM is particularly well-suited to tackle
this challenge. Through our prior climate action work in other
California cities, we have collected data on the typical range
of costs to create and implement GHG reduction policies. The
final product would include the average cost associated with
each measure as a percentage of the City's Capital Improve-
ment Plan or appropriate City department's budget, as well as
a simplified cost (high, medium, or low) for each strategy.
While the cost to create and implement GHG reduction
measures can be substantial, numerous funding sources and
strategies are available. EDAW AECOM would evaluate the
relevance of state and federal grants to the proposed EECS
measures and would recommend the most feasible grants to
pursue for each measure. We are also well-versed in existing
programs throughout the region and would identify partner-
ship opportunities for San Bernardino to reduce costs. Finally,
EDAW AECOM would identify self-financing measures wher-
ever feasible; if structured appropriately, some EECS strate-
gies could contribute to both the City's General Fund and its
GHG reduction target.
Coordination with State and Regional Governments
and Utilities
Many of the opportunities for state and regional cooperation
through this program will come about under the use of state
programs like the Renewable Energy Tax Credit and Property
Tax Abatement for Solar Electric Systems. We would look to
build upon programs that the state has already begun under
through its energy office where we align objectives coming out
of the Town of Chapel Hill EECS particularly for facilities and
to share with the state methods at which we arrive for even
better thresholds of energy performance.
We will also look expansively to leverage the relationships with
the state and the region through a strategic coordination of
transportation. While much of the local transportation improve-
ment plan funding comes through the federal system, state
funding also piays a critical role in a locality's ability to manage
air quality, development patterns and other energy-related
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 9
impacts. We will explore the data and input to determine the
opportunities to establish a more effective strategy for the
regional transportation plan, typically one of the most constant
forums for local, regional and state interaction.
Utility coordination with the plan will be critical. for its cred-
ibility and success. Our process will examine the potential
coordination of energy efficient utility Installation with other
public enhancements or revitalization efforts across the City's
neighborhoods and special districts.
TASK 2: Energy Efficiency and
Conservation Strategy (EECS)
The development of a viable EECS to guide the use of the
City's EECBG grant funds is essential for securing future
energy excellence in San Bemardino. Strategies set forth in an
EECS lend themselves well to the development of long-term
goals which can then be incorporated into a Climate Action
Plan, for example (see Optional Task 3).
2.1 Esti'lblisll t:ner~~y Cons~~(\f:;l!ion, Efficieiic~..., -I
:: ~l-..,!~~r~ii_;n P:;(li.idj')1! Goals
EDAW AECOM will identify measurable goals (quantitative
'.aT1d qualitative) and objectives for energy conseovation, ef-
flciency, and emission reductions, including deployment of re-
newable technologies, where feasible. We anticipate that due
to the time scale aSsociated with EECS preparation, EECS
goals and objectives will focus upon programs wtth a shorter-
term horizon, which can be scheduled within 18 months and
delivered with grant money spent within 36 months. Longer-
term strategies that may be attractive for a variety of reasons
will remain within a longer-term plan. Given the current eco-
nomic climate priority is likely to be given to actions that are
a proven practice or complements, expands, or strengthens
a program or policy already in place; the action is technically
and logistically feasible in the short term and the general steps
required for implementation can be defined. The City and
community representatives must account for and prioritize a
number of factors when setting conservation, efficiency, and
emission reduction goals, including:
Energy efficiency potentiallGHG reduction potential
Renewabie energy capacity increased
Jobs created
Funding opportunities beyond EECBG funds
Return on investment for the City's capital costs
Technical feasibility
Community interest/political will
Ease of implementation
Outreach requirements
EDAW AECOM EXEMPLARY ENViRONMENTS
Time freme (short-, medium-, iong-renge)
Other co-benefits (e.g., eir quality improvements, public
realm improvements)
Environmental I NEPA requirements (or lack thereof)
Understanding and prioritizing these factors wili help us iden-
tify priority projects for the EECS; high potential projects wili
incorporate a number of factors.
2.2 Evaluation, Monitoring, ami V'9rification Plan
DOE requires communities who apply and use EECBG al-
located funds to report their energy efficiency savings and
approach on a continual basis, during the 36-month grant
period, Once Sen Bernardino's goals have been identified,
we wili work with the City to outline an Evaluation, Monitoring,
and Verification Plan that meeis the transparency reporting
requirements set forth by the DOE for EECBG aliocations and
awards. Furthermore, this plan wili assist the City in keeping
an organized and efficient approach to maintaining tracking
and reporting documentation that is essential to ensuring
successful Implementation of EECBG funds (please see Op-
tional Task 4 for implementation information) of the foliowing
required items, at a minimum:
Jobs created I retained
Energy seved
Renewable energy cape city instalied
Greenhouse gas emissions reduced
Funds leveraged
Our past project experience indicates that many local govem-
ments find tt necessary to appoint either a Technical Advisory
Committee (TAC) or City staff person whose objective is to
meintain, track, and report progress on these programs. Such
an appointment would ensure objective reporting and track-
ing, combined with necessary technical experience, ownership
and maintenance. For example, a full-time energy coordinator
could focus on local government operations where significant
programs could be implemented to control and reduce
energy costs.
Ongoing monitoring and reporting may also be conducted
through the implementation of tools whose standard is to
measure and verify energy consumption and efficiencies.
For example, we worked with the City of Oceanside to utilize
EPA's Portfolio Manager concurrently with its local utility
provider. This tool ellowed the City to upload benchmark data
through its local utility provider, and Into the EPA's Portfolio
Manager that then generates a report based on its energy ef-
ficiency efforts.
informed by our past work with other local communities and
familiarity with local government standardi2ation of these tools,
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 10
EDAW AECOM will work with the City to determine what re-
porting system and tools best fit its needs; information on the
foliowing page outlines our approach.
Jobs Created/Retained
The City can take several approaches to tracking employ-
ment growth and retention. One mechanism would be to use
the federal standard of $92,OOO/job as provided by the DOE.
Another option (please see proposed budget) would be to
use the Implan model to estimate direct, indirect, and induced
job generation based on the type of activity proposed. This
would provide a general estimate of the impact, but would also
demonstrate how the investments would resonate through the
economy. It could also inciude economic impacts and job gen-
eration resulting from household energy savings, which boosts
discretionary spending.
Energy Saved
Energy savings can be tracked in collaboration with the South-
ern California Gas Company, and the public works or facilities
management personnel responsible for the City operations in
terms of kWh/annum saved. On a technical level, power me-
ters can be attached to the existing Incoming meins and tied
into the building management system. The information that
they feed back to the Building Management Systems (BMS) is
real time power consumption and can be trended I recorded
over time. This also gives SoCalGas, end the user, a greater
ungerstanding of how and where energy is being used within a
facility-and creates e baseli~e for any rebates.
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Renewable Energy Capacity Installed
Renewable energy capacity would be trecked in terms of kW
per technology type installed through the local utility proVider
(where appropriate), or through solar installers (rigorous
reporting requirements would be required for any project that
received EECBG funding through the City).
Funds Leveraged
EDAW AECOM will draw from national, statewide, regional,
and city-specific sources to identify additional funding sources
beyond the EECBG for proposed projects. With the recent
political and fiscal climate, there are $456 million in solicited
funds that wili be made available as part of the ARRA oppor-
tunities. These may include Clean Renewable Energy Bonds
(CREBs), Qualified Energy Conservation Bonds (QECBs),
Residential Energy Efficiency Tax Credits, and Residential
EDAW AECOM EXEMPLAR', ErJIIIRONME"ITS
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 11
Renewable Energy Tax Credits from the federal govemment.
We will also I'<lsearch th!l applicability of stalll tax crlldlts, such
as th!l Renawabl!l Energy Tax Crlldlt, Properly Tax Abatement
for Solar Electric Systems, and others. In addition, a number
of local alt!lmative energy and en!lrgy efficiency programs can
be developed to cr!lallllong-tenn finance mechanisms, includ-
ing district--Iev!ll financing, on-bill financing, pow!lr purch~.siQQ
agreements with private vendors, and carbon offsets ~eitified
through the Climat!l Action Registry and trad!ld through volun-
tary programs such as the Chicago Climate Exchange. .
As part of this proc!lss, a finance plan would be developed
which will assess a range of parameters, including: grantee
eligibility, application timelines, comp!ltitiveness, and avail-
abilliy of funds; and available financing terms and structures.
The finance plan will conclude with an action plan for pursuing
identified funds, and opportunities for setting up structures that
will allow the City to continue supporting proposed programs
beyond the duration of the financing/grant period.
'{ 3 :.J(epan; Draft + Fillal fEGS for Submittal to DOE
Generally, we have learned that organization and efficiency is
critical to developing a successful EECBG application given
the limited window of opportunity for the application process
and the detailed requirements for submission. EDAW AECOM
will work with the City to establish mechanisms for ensuring a
successful process. In this task, we will develop a proposed
EECS outline and work with City staff to determine the best
document structure.
Incorporating City comments, EDAW AECOM will synthesize
the work and associated memoranda described above into
a concise and comprehensive strategy document for San
Bernardino that tightly follows DOE requirements from the
EECBG Funding Opportunity Announcement Attachments C
and 0, as well as the specific requests of th!l City, such as:
Measurable goals and objectives
Implementation plan
...~ Expected outcomes and benefits
.. Cooperation strategy (with adjacent municipalliies)
Evaluation, monitoring, and verification plan
All products will incorporate graphics (e.g., charts, diagrams,
and tables) to convey critical information in the most user-
friendly manner feasible. The Draft EECS will be distributed
to City staff for I'<lview following the agrelld-upon schedule;
further distributions (e.g., stakeholder committee, public at
large, etc.) will be guided by staff. EDAW AECOM assumes
that all comments will be provided In a single consolidated set
for response.
Prepare Final EECS
EDAW AECOM will prepare a Final EECS for submission to
DOE, which will meet all specifiC DOE requirements and will
Incorporate revisions confinnlld from the Draft EECS. We will
ensure that the final product accurately represents the City's
feedback and stakeholder comments, as appropriate.
Dcliverables: Oral! (1m} r~inal PFCS documents,
forma/tor} <JCGou/ill!-1 to rCCGC SdJ'}(/ulc [)
requirements: nl!;/llcJinq.- NEe/I Crlvl.'Onrneli!al
Quos/molin/ro, Project ActiVily l!\lnrl-;.',;Iicc'ts, BucJgoi
WorKs;ler:;!.'_" 13il(fgel Justiflc,jliw! htes, S'lll.J-!l1"L1df:! nud-
gut riles. Project /:'olhu)I(}!JCL" i Silo L.ncal/cl/ls.
und !lssllr(Jf)Ci~S nnu' Disc;ns'ures
(provided ill digitn! foon:11 ,';;)[,i one set uf fnrd copies)
EDAW AECOM EXEMPLARY EI~VIROt'mENTS
CITY OF SAN BERNARDINO ENERGY EfFICIENCV CONSULTING I 1
E:1:.CS I-\dd Sel'\![C8. Optfon 1
TASK 3.0
MUNICIPAl. CLIMATE ACTION PLAN
3.1 Establish GHG Inventory for
Municipal Emissions
AECOM will prepare a baseline year 2008 municipal GHG
inventory for San Bernardino, using ICLEf's Clean Air and
Climate Protection (CACP) software. The inventory will be de-
veloped following the LGOP protocol. It will include those City
operations with emissions for the following local government
sectors defined in the LGOP:
Buildings and other municipal-owned, operated facilities
Streetlights and traffic signals
Water delivery facilities
Vehicle fleet
Transit fleet
Power generation facilities
Solid waste facilities
Wastewater facilities
Other processes and fugitive emissions
In addition, and based upon available information, indirect
emissions from electrical power consumption by City opera-;"
tions will be included in the inventory. If desired, and based '
upon available information, the inventory may include indirect
emissions from City employee commuting. If desired, we will
make a best estimate of commuting emissions based on the
data provided by the City.
Data Colle cHon
To support the GHG inventory, San Bernardino will supply
AECOM with the following data for inventory year 2008 (or as
close as possible) to the best of its ability. The data to be col-
lected must meet the LGOP.
Buildings: Kilowatt hours and therms of natural gas per
year consumed by City-owned and operated buildings.
Water: million gallons/year influent of City-owned/operat-
ed waste water treatment facilities and biological oxygen
demand (BOD) for each facility in milligrams/Liter
Streetlightsltraffic signals: electricity consumed (KWh/yr)
to operate streetlights and traffic signals
City fleet vehicles: fuel consumed annually by City
vehicles and/or annual vehicle miles traveled by City
vehicle fleet.
Employee commute: number of City employees
Waste (as applicable): tons of solid waste landfilled in
City-owned/operated facilities
Aviation (as applicable): facility, ground support vehicles,
and aircraft fuel usage and type (MMBTU/year)
If certain components of the requested data are not available,
AECOM will coordinate with City staff on altematives for devel-
oping representative proxy data through assumptions.
Projt'ctions.
AECOM will forecast the City's business-as-usual operational
GHG emissions for year 2020. Our approach to estimating
the City's projected municipal GHG emissions in future years
uses historical trends to establish a basis for measuring the
effectiveness of proposed reduction measures. Sources of
information on projected and historical growth and consump-
tiOn: trends that may be relied upon to develop emissions
projections could include, but are not limited to, demographic
data from the California Department of Finance or the South-
ern California Association of Governments (SCAG), con~
sumption data from the California Energy Commission (CEC)
and Energy Information Administration (U.S. Department of
Energy), efficiency factors, energy consumption data from the
Energy Information Administration, The Gas Company, and
Southern California Edison, Califomia electrical utility Renew-
able Portfolio Standard (RPS) requirements, and vehicle travel
activity data.
Our goal is to assist the City in selecting appropriate, de-
fensible GHG reduction targets for its operations that would
further the goals identified by the State in AB 32 and Executive
Order S-3-05 (i.e., reducing total statewide GHG emissions to
1990 levels by 2020 and to 80% below 1990 levels by 2050).
Our recommendations will be consistent with guidance offered
in the ARB AB 32 Scoping Plan which recommends that local
jurisdictions achieve at least a 15 percent reduction in GHGs
relative to current conditions to support reductions needed at
the statewide level. Some cities are setting targets beyond
this, of 25 and 30 percent.
4VlEEimGS.. DEUVERJlBLES:
AECOM l'l'ifI prepare i-J techniciJf memorandum
presonting 11m 2008 municipal emission inventory
Bnd 2D20 GHGumissions forecast for distribution to
City slaffand revim'l' tr,'jjl; the Sfall.elwldorgroup
EnAV~ AECOM EYEr'.~PLr.RY E~I\/IRONMEjn,<;:
3.2 Gap Analysis (link to EECS Task 1.2)
This piece of work will essentially be a review and update of
the work carried out for the Energy Efficiency Conservation
Strategy (EECS) to ensure the consultant team understands
the full range of existing activities in the City having an impact
on GHG emissions.
We will identify a long list of Climate Action Plan (CAP) mea-
sures (beyond those established as short term priorities for the
EECS) that may be appropriate for City operations. Alongside
this preliminary list we will also develop a set of initial criteria
for prioritizing measures including GHG reduction potential,
cost to City, staffing levels required, ease of implementation,
secondary beneficial impacts (such as local air quality im-
provements), visibility, educational impact. The criteria will be
refined as a result of feedback from the public process.
fVlEET/NGS.. DELlVERIlBLES:
1. Up to lour infGrvict,:s (by phone)
2 Summnry of GAP analysis rOlf/ow
and IO.'IQ lis! of CAPmOi.1SUlCS
3 Initiat ftamo[',Iorh of criteria for prJDlilizing mcaSU/BS
3.3 Hold Two Stakeholder Meetings
AECOM proposed two stakeholder meetings that will include
the stakeholder group formed for the development of the
EECS. We recommend that this group act as a sounding
board during the development of the municipal CAP and also
as ambassadors to their respective departments I communi-
ties. At these meetings, we will present the issue areas being
covered by the CAP as well as review of the draft and final
CAP documents.
IVIEETINGS ;-VEUVERIlBLES:
1 Two meetmgs Wllf] thD staJwflOfdc! glOUjJ
2 Moclmg minutes
CITY OF SAN BERNARDINO ENERGY EFFICIEr~CY CONSULTING I 2
3.4 Prepare Preliminary List of Implemen-
tation Measures (link to EECS Task 2.1)
AECOM will develop a preliminary list of CAP implementa-
tion measures building from the EECS to meet City emissions
reduction goals. AECOM will prepare this preliminary list of
potential reduction measures along with initial cost and benefit
information as a starting point for the draft CAP. The list will
be based on review of AECOM current lists of CAP measures,
other community data sources, and best practices advocated
by such organizations as the California Air Pollution Control
Officers Association (CAPCOA), the Attorney General, ICLEI,
EPA Climate Communities, and best management practices
from other counties and cities throughout the nation.
Programs may include (but are not limited to):
Energy efficiency and conservation programs
for City buildings and facilities
Development and implementation of
transportation programs
Green fleet management
Commuting programs
Waste and recycling programs
Water efficiency
Green procurement
.. El<Jilding codes and enforcement
, E.riergy distribution technologies
Traffic signals and street lighting
Renewable energy technologies
Staff education programs
Dedicated energy I climate coordinators
Based on feedback from the stakeholder group and in con-
sultation with City staff, we will prepare a list of prioritized
reduction measures for the draft CAP along with more detailed
cost and benefit information including co benefits of measures
such as criteria pollutant reduction, other quality of life benefits
(such as reduction in traffic congestion).
Given the current economic conditions, climate priority is likely
to be given to actions that are a proven practice or comple-
ments, expands, or strengthens a program or policy already
in place; the action is technically and logistically feasible in
the short term and the general steps required for implementa-
tion can be defined. GHG reduction potential of the various
measures will be identified as percent-reductions relative to
the City's reduction target of achieving 1990 levels by 2020,
and potential costs of measures will be identified using a low-
medium-high cost approach tied to their relationship to either
the City's Capital Improvement Program or departmental
operating budgets.
EDA'{l ~EC;OM EXL:;MPlAR.', EN'.'IR,-l~JI.'.EHTS
3.5 Prepare Draft Municipal Climate Action
Plan (link to EECS Task 2.2)
AECOM will complete a draft CAP for City staff. Prior to pre-
paring the draft, AECOM will provide the City with a detailed
annotated outline of the proposed contents of the CAP for
review and approval. The CAP's primary objective will be to
reduce total greenhouse gas (GHG) emissions in municipal
operations. At the same time, the CAP will provide an overview
6f available funding options and financing strategies for future
implementation of recommended procedures and programs.
The CAP will make use of graphics, including charts, dia-
grams, and tables to convey key information. The document
will convey reduction measures along with associated costs,
benefits, implementation strategies, and forecasted reduc-
tions, incorporating only a minimal amount of background
information.
CAP chapters will be provided to City staff for review. We pro-
pose that the draft CAP be organized as follows:
Chaptel1. Climate Change and the Cili' of
San Bernardino.
The first chapter of the CAP will outline the City's rationale
and motivation for addressing climate change and develop-
ing and implementing the Municipal CAP. The chapter wili
provide a brief overview of the science behind climate change,
describe the potential impacts climate change may create in
San Bernardino, outline State policy mandates to reduce GHG
emissions, and review the economic and energy conservatipn
objectives. ' " .
Ch;;pier /. 8a~eline GHG Emission~ lrw~nl(JI~'
"'nd Fo(eca~t.
This chapter will present a summary of the City's Municipal
GHG emissions inventory and projections under a business as
usual scenario, and will describe the GHG reductions neces-
sary to achieve the City's adopted target
Chfiptf:[ 3, GHG Emis~cjons Reduction Me3sures.
This chapter will describe the implementation measures nec-
essary to reduce GHG emissions in the City and achieve the
reduction target. Each measure will be enforceable, include a
timeline, describe costs and financing mechanisms, document
progress toward GHG reduction, job creation/retention, energy
conservation, and deployment of renewable technology goals,
and assign responsibility to relevant City agencies and
departments.
Chr~l'lL'r (~. F(;t!C!itlHUks rnd 1~(~y.1 Stq;s.
This chapter wlli Identify benchmarks, monitoring procedures
and other steps needed to ensure the City achieves its GHG
reduction, protection, and adaptation goals.
fVJEETINGS + DEHVERJlBLES:
Draft i0umclpal CAP(eJectromcriocamelJI)
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 3
3.6 Prepare Final Municipal Climate Action
Plan (CAP)
Following comments from the City and the Stakeholder group
on the Municipal CAP, AECOM will prepare the final CAP. For
budget purposes, AECOM assumes that no new infonnation
will be raised in the comments that require substantive revi-
sions to the CAP, and that comments received require only
minor adjustments to or clarification of concepts contained
within the draft. If the volume or compiexity of the comments
requires add~ional effort, an adjustment to the work plan and
budget may be needed.
Following public hearings, AECOM will prepare a Final CAP
that incorporates appropriate revisions to the text of the Draft
CAP in consideration of all comments.
fVJEEJmGS + DEHVERJlBLES:
Fma! MU!1Ic/pal CAP (efectromcdocumen1)
EDAW AECOM i::XEI.~PLf,H,( ENVII~01'11,;EI.11 S
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 4
E:-'ECS j.\dd Senr[ee C)ptlon 2
TASK 4.0
CITYWIDE (COMMUNITY + MUNICIPAL.) CLIMATE ACTION PL.AN
4.1 Establish GHG Inventory for
Community-Wide Emissions
AECOM will prepare a comprehensive baseline GHG emis~
sions inventory for community-wide (including the physical
geographic incorporated boundaries of San Bernardino and
municipal) emissions sources within the City's jurisdiction for
the following sectors:
On-road transportation (based on vehicle miles traveled
and vehicle trip data to be supplied by the City's trans-
portation consultant),
Energy (based on consumption data and fuel type to
be supplied by the applicable utiiity provider),
Solid waste (based on total waste generation and
allocation to the various waste management agencies
serving the City
Waste water (based on process information
[bioiogical and chemical oxygen demand] to be
supplied by the City).
AECOM may also include other sectors as identified peculiar
to the City at the onset of this task. Where this information is
unavaiiabie, AECOM will coordinate with the City to develop.'
.. ,
an altemative approach to developing this data. The purpose
of the inventory is to assist the City in targeting emission
sectors for GHG reduction policies and plans, and measure
performance toward achieving the reduction target in the Ac-
tion Plan. The majority of available data on GHG generation
focuses on carbon dioxide (C02), The emissions inventory will
focus on CO2 generation as a suitable indicator of overall GHG
emissions, and will include contributions from other GHGs
where emissions data and calculation methodology is avail-
able. Where possible, the emissions inventory will distinguish
between contributions to the inventory from community-gen-
erated emissions and City-controlled emissions (i.e., facilities
over which the City has direct financial or operational control).
Development of the emissions inventory will be based on
information, methodologies, protocols, and emission factors
from the International Panel on Climate Change (IPCC), The
Climate Registry (TCR), ICLEI, and the U.S. Environmental
Protection Agency (EPA). Other may include the California Cli-
mate Action Registry (CCAR) and the California Air Resources
Board (ARB).
City staff could provide assistance in obtaining the following
information for the community-wide GHG inventory:
Transportation
}} Community-wide, local annual vehicle miles traveled
(VMT), not including pass-through VMT
Eiectricity
)) Residential, commercial, and industrial electricity
consumption (KWh/year) from iocal utility
Natural Gas
>> Residential, commercial, and industrial natural gas
consumption (therms/year or MMBTUlyear) from
local utility
Solid Waste
)) If available, tons of solid waste disposed of and
diverted (recycled)
" Character of waste (e.g., paper, food, plant, wood)
" If City-specific data are not available, AECOM will as-
._ sume national average factors for waste consumption
. Weste Water
" Facility name(s)
, Treatment type(s) (e.g., secondary, tertiary)
, Influent (million gallons per day)
>> Influent biological oxygen demand (BOD) (mg/L)
Ell1i!';sion~ Ft'Ojeciions
AECOM will forecast the City's business-as-usual operational
GHG emissions for year 2020. Our approach to estimating
the City's projected municipal and community GHG emissions
in future years uses historical trends to establish a basis for
measuring the effectiveness of proposed reduction measures.
Sources of information on projected and historical growth and
consumption trends that may be relied upon to develop emis-
sions projections could include, but are not limited to, demo-
graphic data from the California Department of Finance or the
Southern California Association of Governments (SCAG), con-
sumption data from the Califomia Energy Commission (CEC)
and Energy Information Administration (U.S. Department of
Energy), efficiency factors, energy consumption data from the
Energy Information Administration, The Gas Company, and
Southern California Edison, California electrical utility Renew-
able Portfolio Standard (RPS) requirements, and vehicle travel
activity data. Our goal is to assist the City in selecting appro-
priate, defensible GHG reduction targets for its operations that
would further the goals identified by the state in AB 32 and
Executive Order S-3-05 (i.e., reducing total statewide GHG
emissions to 1990 levels by 2020 and to 80 percent below
1990 levels by 2050). Our recommendations will be consis-
tent with guidance offered in the ARB AB 32 Scoping Plan
which recommends that local jurisdictions achieve at least a
15 percent reduction in GHGs relative to current conditions to
support reductions needed at the statewide level.
EDAW AEC.OM l:-:Er,tPL.-'.r"( [NVIROI'Jr-1EI,lS
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 5
4.2 GAP Analysis (link to EECS Task 1.2)
The gap analysis review will ensure the consultant team un-
derstands the full range of existing activities in the City having
an impact on GHG emissions, including the update to General
Pians, in addition to the work done for the EECS (at this point
provisionally identified as the AB811 district and TOO over-
lay). This task would include iiaison with the County and other
appropriate regional agencies as well as desk top revie~ of .
existing plans and policies across the main sectors of resIden-
tial, commercial/industrial, waste, transportation, and land use
such as green building standards. The review will also incor-
porate an assessment of efficacy of the outreach I communi-
cation channels being used for those policies. Interviews with
City staff and regionai agencies will help clarify the successes
and failures of these policies and identify associated lessons
learned for the CAP
We will identify a long iist of measures that may be appropri-
ate for San Bernardino. Having carried out this exercise for
a number of other CAPs within in the Califomia, considering
best practices advocated by such organizations as the Califor-
nia Air Pollution Control Officers Association (CAPCOA), the
Attorney General, JCLEI, and ABAG we are positioned to do
this in an efficient and swift manner.
Alongside this preliminary list we will also develop a set of
initial criteria for prioritizing measures including GHG reduc-
tion potential, cost to county, cost to residents I businesses,
staffing levels required, ease of implementation, secondary
beneficial impacts (such as local air quality improvements),
visibility, educational impact. The criteria will be refined as a
result of feedback from the public process.
IVIEETINGS +DELlVERIlBLES:
,. lJptofourinterviews(uj! phono)
2. .Summa!)'of GAPenalysis rC'viClv
end long list of CliP me(]S/lres
3. #niti[Jlframeworh of erileri;] (or pIiorilizinp measures
4,3 Inclusive Stakeholder + Public Process
4.3.1 CAP Web Pages
AECOM wiil develop content for a CAP section of the San Ber-
nardino website so that it is an effective communication tool
about the CAP. It wiil contain materials relating to meetings,
links to-the on-line survey etc. AECOM will manage content for
the pages throughout the project and the website will provide a
repository and clearinghouse for all project documentation.
Emaii blasts with website links will be conducted at the time
of the page launch and when significant new files are posted
throughout the project.
NEEf/NGS <-VELlVERIlBLES:
1. tIlfeb pagesJJsta!J!isfwd will, project information
Dnd OIl/readl opportunities description
2. ill/c1) ,Jage maintenance 1I1roUgf10Ut the plOjrcl
inc!adillg c:mail blasts !..'/J7cn significant
new information is posted
4.3.2 Media Outreach
This subtask combines traditional media outreach to local
papers, such as the Iniand Empire Weekly, Press Enterprise,
and San Bernardino County Sun, and innovative new methods
of social networking, such as Facebook. We wiil work with City
staff to prepare a media strategy that fully conveys information
regarding the CAP to targeted audiences. We will achieve the
right tone, use accurate and consistent information and create
well-balanced media designs. The intention of this material
is to highlight the CAP and create simpie, informative, and
educational material.
EIIAW AECOM ;;Y.ECLIF-LARY EH'JIHOI.JML:t.J)C
Media and Social Networking. The traditional media will
be vital in communicating with the public about the CAP. In
many cases, they may be the single most effective conduit for
initially reaching some people; therefore, the message must
be clear and concise. We will work with City staff to prepare a
comprehensive list of local radio and newspapers to be issued
press releases, notices and interviews.
According to a recent marketing study, 72 percent of internet
users under the age of 35 visit social network sites such as
Facebook, including to keep in touch with NGO events. There
is a specific demographic group that will follow this type of
public outreach program: individuals who know how to use
computers and/or cell phones, have access to computers
and/or cell phones, and have time to visit websites. AECOM
will use Facebook (and I or other social networking media) to
keep users informed of the CAP and upcoming workshops
and hearings.
Community Groups. Those groups known to the City and to
AECOM will be contacted both with the survey and details of
the public forums.
tvlEETlNGS + DELfVERIlBLES:
1. Traditional mocha outreach (press releases).
2, Gat/wring Df City email distlibl1/ion lists and
ot/Wl' contacts l'lli/ll community groups
3 Oogoing socia! 1Joflf.'or]\.ing presence on i1
social netwD/1{ pOrials (e,g., FficebooJd
I: .:L:S Online Survey
AECOM will create an easily understood, effective online sur-
vey as a component of the project website. The goal wili be to
survey as many people as possible, making them aware of the
survey through advertisements in newspapers, in stakeholder
meetings, and on the website. AECOM will draft the survey,
including questionnaire design and refinement, conducting
quality control checks throughout the data collection period,
processing and analyzing survey results, and preparing and
presenting a summary of the findings.
4.3.4 Conduct Comnllmity I,iactings (ZI
AECOM recommends a combination "open-housen and "town~
hall meeting" format for the meetings, lasting approximately
two (2) hours.
The first portion of the workshop will consisted of an overview
presentation and facilitated question and answer session. The
second portion will allow participants to visit up to three (3)
"stations" describing groups of related GHG reduction mea-
sures, along with the rationale for their recommendation, effec-
tive contribution toward the GHG reduction target, economic
trade.offs, and associated day-to-day lifestyle changes. Op-
portunities for one-on-one dialogue with staff and consultants
will be offered and publiC comments/input will be recorded at
each station. Following the workshop, the boards and displays
prepared for each station may be used by the City as "static"
displays that can be assembled at City buildings, pubiic librar-
ies, community centers or other public spaces to encourage
further input.
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 6
.,
Community Meeting #1: It is suggested that the first meeting
should occur in the new year and wili include provide back-
ground on why San Bernardino is developing a CAP and with
progress to date, with examples of the types of measures that
could be included. A key objective will be to promote input
into the plan. The workshop wili focus on getting participants
engaged in the conversation. In addition to the comments
received at the workshop, comments from people who can't
attend the meeting will be solicited and encouraged; an opt-
in e-mail list of Interested parties wili be created; and City
website pages will provide public information about the project.
This meeting will likely be held at the City facilities, but could
be.hostM at another location of the City's choosing. It is as-
sumedlhat the City will cover costs (if any) of the venue and
also the provision of light refreshments (coffee, fruit, cookies)
Community Meeting #2. The second meeting wili be con-
ducted once a draft CAP has been completed. It will follow a
similar 2 stage process to allow for a presentation of the draft
CAP and proposed strategies, followed by an opportunity for
community members to provide feedback on specific mea-
sures proposed within the plan.
lVIEETINGS + DELfVERABLES:
1. Presontation iJnd op tu -1 boords fOI
2commuI/ily muul/l1[!s
2. FDcifitDtion for fl'm community mee.'ill.Qs
3.1l1'orksllOp summury momorendum for CiJGllllwetillg
(electronic doc;umcnl)
4.3.5 Hold Four Stakeholder. Meetings
AECOM will also coordinate with the stakeholder group
formed for the development of the EECS who we recommend
also to act as sounding board during the development of the
CAP and also as ambassadors to their respective communities
in addition to the publiC meetings. These meetings will also
presentation of the key issue areas being covered by the CAP
as well as review of the draft and final CAP documents.
fJlJEETlNGS + DELfVERABLES:
Fourmostmgs \.'1'/111 stakc!JOldOf group
EDAW AECOM c.ICE",'JPL!\P"i EN\!IROI,)\Ef.lTS
4.4 Prepare Preliminary List of Implementa-
tion Measures (link to EECS Task 2.1)
AECOM will develop a preliminary list of CAP implementation
measures to meet City emissions reduction goals. AECOM will
prepare this preliminary Ijst of potential reduction measures
along with initial cost and benefit information as a starting
point for the draft CAP. It will include any community measures
that form part of the EECS. The list will be based on review of
AECOM current lists of CAP measures, other community data
sources, and best practices advocated by such organizations
as the California Air Pollution Control Officers Association
(CAPCOA), the Attorney General, ICLEI, and best manage-
ment practices from other counties and cities throughout the
nation.
Consistent wrth SB 375 requirements, AECOM will propose
policy options to reduce VMT, based on traffic analysis of trip
ends, and VMT within City-responsible areas, as noted in Task
1.2. We will also evaluate land use tools availabie reduce VMT
and GHG emissions from the transportation sector.
Our approach will look at programs that may include:
Building energy audits
Financial incentive programs
Energy efficiency and conservation programs
for City buildings and facil~ies
Development and implementation of
transportation programs
Building codes and enforcement
Energy distribution technologies
Traffic signals and street lighting
Renewable energy technologies
Local foods programs
Improving urban forestry
Encouraging water sensitive design practices
within new development;
Public education programs
Modifying City service provision practices
AB 811 District formation
TOO Overlay Distrtct
Based on feedback from the public consultation process and
in consultation with Staff, we will prepare a list of prioritized
reduction measures for the draft CAP along with more detailed
cost and benefit information including co benefits of measures
such as criteria pollutant reduction, other quality of life benefits
(such as reduction in traffic congestion). Given the current
economic climate priority is likely to be given to actions that
are a proven practice or complements, expands, or strength-
ens a program or policy already in place; the action is techni-
cally and logistically feasible in the short term and the general
steps required for implementation can be defined. GHG reduc-
tion potential of the various measures will be identified as
percent-reductions relative to the City's 30 percent reduction
target of achieving 1 990 levels by 2020, and potential costs of
measures will be identified using a Jow-medium-high cost ap-
proach tied to their relationship to either the County's Capital
Improvement Program or departmental operating budgets.
CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING [ 7
4.5 Prepare Draft Citywide Climate Action
Plan (link to EECS Task 2.2)
AECOM will complete an Administrative Draft CAP for City
staff and public review. Prior to preparing the draft, AECOM
will provide the City with a detailed annotated outline of the
proposed contents of the CAP for review and approval. The
CAP's primary objective will be to reduce total greenhouse gas
emissions in the City. At the same time, the CAP will provide
an overview of economic growth opportunities afforded by
climate actions, and available funding options and financing
strategies.
The CAP will make substantial use of graphics, including
charts, diagrams, and tables to convey key information. The
document will convey reduction measures along with associ-
ated costs, benefits, implementation strategies, and forecasted
reductions, incorporating only a minimal amount of back-
ground information.
CAP Chapters will be provided to City staff for review prior to
publication of the public review draft. We propose that the draft
CAP be organized as follows:
ChaptGl1, Climate Change and the City or
San Bernardino
"
The first chapter of the CAP will outline the City's rationale
and motivation for addressing climate change and developing
and implementing the CAP. The chapter will provide a brief
ove.rview of the science behind climate change, describe the
potential impacts climate change may create in San Bernar-
dino, outline state policy mandates to reduce GHG emissions,
and review the economic and energy conservation objectives.
Ch?_ptcr t. Bf'selin€: GHG Emissions Inventory
Pend Foreci'tst
In this chapter, the City will present a summary of the GHG
emissions inventory and projections under a business as usual
scenario, and will describe the GHG reductions necessary to
achieve the City's adopted target
thf!pter 3. GHG Emissions Reduction Measures
This chapter will describe the implementation measures nec-
essary to reduce GHG emissions in the City and achieve the
reduction target. Each measure will be enforceable, include
a timeline, describe costs and financing mechanisms, docu-
ment progress toward GHG reduction, job creation/retention,
energy conservation, and deployment of renewable technol-
ogy goals, and assign responsibility to relevant City agencies
and departments.
Ch;:pier.c\, 8e-nrrhrnarks (',nrI "rext Steps.
This chapter will identify benchmarks, monitoring procedures
and other steps needed to ensure the City achieves its GHG
reduction, protection, and adaptation goals.
,mEETJNGS ..-DEUVERABLES:
Adml/1/s1/iltlVe Draft CitYWide CAP (electromc document)
EDAVlI AECOM t:XE:MPL;..P'Y I:H'JiRC'NFv",Elllr,
CITY OF SAN 8ERNARDINO ENERGY EFFICIENCY CONSULTING I 8
4.6 Prepare Public Review Draft Citywide
Climate Action Plan
Following receipt of City staff comments, AECOM will make
revisions to the Administrative Draft CAP to produce a Public
Review Draft Citywide CAP. AECOM assumes a single set of
consolidated staff comments on each chapter of the adminis-
trative draft will be provided. AECOM assumes that City staff
will develop an appropriate distribution list, and circulate the
Draft Citywide CAP to the public, applicable agencies, and
interest groups.
AECOM recommends a 3D-day formal public review period
during which comments on the Draft CAP will be accepted.
IVIEETlNGS + fJELlVERABLES:
Pob11c RovlOw Draft CItywide CAP (efoclromcdocument)
4.7 Prepare Final Citywide Climate
Action Plan
At the conclusion of the public review period on the Draft CAP,
AECOM will provide a brief summary characterization of the
nature of public comments for staff consideration prior to pre-
paring the Finai Citywide CAP.
For budget purposes, AECOM assumes that no new informa-
tion will be raised in the comments that require substantive
revisions to the CAP, and that comments received require only
minor adjustments to or clarification of concepts contained
within the draft. If the volume or complexity of the comments
requires additional effort, an adjustment to the work plan and
budget may be needed.
Following public hearings, AECOM will prepare a Final City-
wide CAP that incorporates appropriate revisions to the text of
the Draft CAP in consideration of public comments.
IVIEErlNGS + fJELfIfERflBLES:
FinD! CItywide CAP (efoctromc document)
E OAt'\! AEc.OM J::.~:Ef':;PL.'\"'( EH\fIROHME"J18
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