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ORIGINAL CITY OF SAN BERNARDINO—REQUEST FOR COUNCIL ACTION From: Rachel G. Clark Subject: Mayor and Common Council and Community Development Commission Dept: City Clerk Regular Meeting dates for 2010. Date: October 15, 2009 Council Date: November 2, 2009 Synopsis of Previous Council Action: 11/03/2008—2009 Meeting schedule approved. 11/19/2007 — 2008 Meeting schedule approved. 11/20/2006 —2007 Meeting schedule approved. 11/07/2005—2006 Meeting schedule approved. 11/15/2004—2005 Meeting schedule approved. Recommended Motion: That the Mayor and Common Council and the Community Development Commission approve the following dates for regular meetings of the Mayor and Common Council/Community Development Commission for the year 2010: January 4; January 19 (Tuesday due to holiday); February 1; February 16 (Tuesday due to holiday); March 1; March 15; April 5; April 19; May 3; May 17; June 7; June 21; July 6 (Tuesday due to holiday); July 19; August 2; August 16; September 7 (Tuesday due to holiday); September 20; October 4; October 18; November 1; November 15; December 6; December 20. we. 'Ju, Signature Contact person: Rachel lark, City Clerk Phone: 384-5002 Supporting data attached: Staff Report & Calendar Ward: All Wards FUNDING REQUIREMENTS: Amount: None Source: (Acct. No.) -0- Acct_Descril2 ion) -0- Finance: Council Notes: Agenda Item No. ��- 2•a! STAFF REPORT To: Honorable Mayor and Members of the Common Council/Community Development Commission From: Rachel G. Clark, City Clerk Subject: Mayor and Common Council/Community Development Commission regular meeting dates for 2010 Background: This is a request to have the Mayor and Common Council/Community Development Commission approve the following Council/Commission regular meeting dates for 2010: January 4; January 19 (Tuesday due to holiday); February 1; February 16 (Tuesday due to holiday); March 1; March 15; April 5; April 19; May 3; May 17; June 7; June 21; July 6 (Tuesday due to holiday); July 19; August 2; August 16; September 7 (Tuesday due to holiday); September 20; October 4; October 18; November 1; November 15; December 6; December 20. All the regular Council/Commission meetings for 2010 will take place on the first and third Mondays of each month, with the exception of those falling on a holiday (January, February, July, and September). In the month of November the agenda briefing was moved to Tuesday, November 9, 2010. These are the only changes in the agenda deadline calendar for 2010. With the Mayor and Common Council's approval of a year-long schedule of regular meeting dates, it gives us an opportunity to provide departments advance notice of deadlines for submitting agenda items. Financial Impact: None. Recommendation: That the Mayor and Common Council and the Community Development Commission approve the following dates for regular meetings of the Mayor and Common Council/Community Development Commission for the year 2010: January 4; January 19 (Tuesday due to holiday); February 1; February 16 (Tuesday due to holiday); March 1; March 15; April 5; April 19; May 3; May 17; June 7; June 21; July 6 (Tuesday due to holiday); July 19; August 2; August 16; September 7 (Tuesday due to holiday); September 20; October 4; October 18; November 1; November 15; December 6; December 20. 2010 COUNCIL MEETING AGENDA DEADLINE SCHEDULE JANUARY FEBRUARY S M T W T F S S M T W T F S 2 1 '� 2 3 4 51 6 Holiday Council Meeting -- �- 3 4 5F 6- 7 8 9 7 8i 9 10 11 121 13 Council - 3/1 Agenda Agenda - -- - - - - - - -- Meeting Deadline - Briefng+ - I- 19 20 10!, 11 12 13 14 15 16 14 15 16 17 18 2/1 Agenda Agenda Holiday Council Deadline Briefing '_ Meeting 171 �1$ 19' 20 21 F 221: 23 21i 22 231 24 25 261 27 Holiday Council 3/15 Agenda Agenda Meeting Deadline Briefing 24I 251 - 261, 27'I 28 291 30 28 2/16 Agenda Agenda 31 Deadline Briefing MARCH APRIL S M T W T F S S M T W T F S 1 2, 3 41 1 51 6 1 2 3 Council t ;__Meeting- - ' - - ---- - - - -- -� -- - - -- - I 9 10 11 -12 13 4 5 ! $ 9 10 7 Agenda Council 17: - - - g 14tcouncii 15 l 16 - - - 20 11 Meetin12l, - Briefing I 1 8 19- - 13 14 151 16 17 Meeting a/s Agenda —— 7— -1- 513 Agenda 19 20 Agenda 21 22 23 Deadline 23, 24 26 2 $ Deadline Bnefin _ 21 � -- --- -----251 - -- 24 i Council - Meeting 28 29 - -- 26 -- 27 28i 29 30 301, 31 - 251, 4/19 Agenda ICI Agenda ' 5/17 Agenda ! Agenda Deadline I Briefing j Deadline Briefing MAY JUNE S M T W T F S S M T W T F S 1 1 ' 2 31 41 5 Agenda I Briefing -- - - --- - -- - -- - - - Council 2 I 3 4I 51 6 7 8 6 7 8 9 10' 11 12 I Council I - - -_. Meeting -_— - - - - - - g 101 11 ' 121 13 14 15 131 14 15 16 17 18: 19 Agenda 7/5 Agenda Agenda - Briefing Deadline Briefing I 16 Counci 17 - - 18 19 20 21 22 20 21 22 23 241 25I 26 Meeting COUnCII 6/7 Agenda Deadline Meeting 24 25 26i 27 28 29 27 28 29 30 -- Agenda i 6121 Agenda 7119 Agenda Agenda Ili 30 �[1Y,' Briefing ' Deadline I Deadline Briefing All agenda deadlines are at 12:00 p.m.on days designated on calendar. Offices open 7:30 a.m.-5:30 p.m.Monday-Thursday Agenda briefings are at 1:30 p.m.on Wednesdays prior to council meetings. Offices closed every Friday 2010 COUNCIL MEETING AGENDA DEADLINE SCHEDULE JULY AUGUST S M T W T F S S M T W T F S 1 2 3 1 ; 2 3 4 5 61 7 Council Meeting _ _ _ - -- 13� 14 4 6i 7' -_ 8 9 10 8 9 10, 11 12 Holiday Council Agenda j 11 -..._.12 13 - -14 - -15 - 16; 17 15 Council 16 17 _Briefin18 19 20� - - I Meeting __ - Meeting 21 8/2 Agenda Agenda 917 Agenda Deadline Briefing 221 Deadline W - 19 20, F 23 24 22 23 24 25I, 26 27 28 Council 25 26 27� -- 30 31-- - - - -- 31 - - - - Meeting - I 29 29 30 8/16 Agenda Ali Agenda 1 9/20 Agenda Deadline Briefing Deadline 31 SEPTEMBER OCTOBER S M T W T F S S M T W T F S 1I 2, 3! 4 1 2 Agenda Briefing 5 6 7 8 9 10 11 3 4 5 6 7 8I 9 Holiday Council Council Meeting Meeting 121 13j 14 15� 161 17; 18 10 11 12 131 14� 15� 16 10/4 Agenda Agenda 11/1 Agenda Agenda - - r -- -- s- , --23 j 24 25 17 - -- -18 19 20� 21 221 23 Deadline 21 Briefing Deadline Briefing -- - 19, 20� Council 1 Council 261 27 1 28 i -- Meeting - --- - - Meeting - -- --- - - - 26! 27 28�,, 29 30 29 30 24, 25, I 10/18 Agenda) Agenda 11/15 Agenda; Agenda Deadline Briefing 31 Deadline Briefing NOVEMBER DECEMBER S M T W T F S S M T W T F S 1 2 3 4 5 6 1 2� 3 4 Council Agenda --- 7 8 9 Meeting Briefing _ 10 121 13 5 6 7 8 91 10 11 Agenda Holiday Council 14 ----15 Briefin ----- - --- - '- Meetin counci 16 17 18 19 20 12 13 14 15 16 17 j 18 Meeting 12/6 Agenda 1/3 Agenda j Agenda Deadline --- Deadline 0 21 Briefing -- 23 "L4 - -t-- f 24 -- 26 27 19! i -_ ------ Holiday 25 21 , 22i 23 Holiday Holiday Council --- - ----- _ _ --- - Meeting t- --- -- .,. 28 29' 30 -- 26; 27, 281 29 30 1z/zo Agenda 1/17 agenda I Agenda Holiday Deadline Deadline Briefing ORIGINAL CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION From: Charles McNeely, City Manager Subject: Resolution of the Mayor and Common Council of the City of San Bernardino approving Prepared by: Adam Raymond, the Professional Services Agreement by and Management Analyst II between the City of San Bernardino and AECOM Technical Services, Inc. for the Dept: City Manager's Office creation of the City's Energy Efficiency & Conservation Strategy and Climate Action Plan. 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 amend the FY 2009/2010 Final Budget to reflect: the additional costs of$249,650 and revenues of$250,000 associated with the creation of the City Energy Efficiency&Conservation Strategy and Climate Action Plan. 3) That the Director of Finance be authorized to issue a Purchase Order for amoun of to exceed $249,650 to AECOM Technical Services,Inc. Signature Contact person: Adam Raymond,Management Analyst II Phone: 384-5122 Supporting data attached: Staff Report,Resolution, Ward: All Agreement and Attachments FUNDING REQUIREMENTS: No cost to the City Amount: $249,650 (Funded by Grants, No General Fund Impact.) Source: American Reinvestment and Recovery Act—Department of Energy Finance: Council Notes: O 2009~ .3y� Agenda Item No. I !" 2' 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 of the 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 over $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 very 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-10-02, on August 18, 2009, soliciting bids for the creation of the City's EECS. RFP's were sent to 11 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 22'd. After initial review and grading, four firms/consultants were selected for interviews. Interviews were held on October 12t1i and 13d`, 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 of RFP: F-10-02 July 2009 — Facilities Department created RFP F-10-02 August 18, 2009 - RFP Released o 7 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 — EDAW 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 i i BID DATA SHEET r � Department: CIC� i RFP RFQ# /U-d Description: —F-nMV OFF C,Dn5 *17r Bid Issue(Ad)Date: Oaf' 19 D Bid Due Date: I Methods of Public Advertisement: The SB County Sun SB Chamber of Commerce City of SB Website&e-Notify "Notice Inviting.Bids/Proposals"sent by Purchasing: Fax Email US Postal Service Local Vendors(within City Limits) Non-Local Vendors _ Total Vendors [�/ Number of Bids/Proposals Received: Local Vendors (within City Limits) Non-Local Vendors Total Bid Packages Received © � (See attached Bid Summary for details) f Prepared by: 41k,(�M ) Date. Purchasing Division Copy to Department I N O O C = 00 ti C} W E N N Ln Qc6 U. t (� Q: ~ $5 M dam' co W a_ co Ict U H U W Z W O = w a _ � a V N M Q co c LL C O L O c0 C7 r ON N ti v (A W co O o c co U) W o co i w ' d O P- cu co N CO ' :3 C c + O CL c4 /a) (L O 0 E I CD CD Z c E x o o U W U) V L L y \ a) t � Q O p C co O L cq p w Q m CU 0 cu cu 41 I C N � V Q w :� O Q _ d V co cv cv E cB N H c" E cu D CO) co Cl U 4 3 w'CO Q s O N CM LL Q N N 0 � LO � LL X. ?+ y r N N N J � 3 Ls <�t s�y Y a ° LL. 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V C ca E c6 co N CD c°'n U C� a) U ° Q3 � wa N M ILI' N A C Cl C O <;< C i_ C> CD to co W co co co ou- t V co CIA LO Q } t M d c 4 co CY) LO x Q w o M It w x U W - Z W O = H N Q W a JO ° r°> U') coo Q V Q � N W � c o cn L O V W u4+: o .� O #x C c ' c " h o m e o C v o v � 0 r�r{ d M N O C C w0 E Cc p X O O C N N = W O U C O U) d fB d d yC O (n C Cl) C O N Q N co "= ca C CD W L O N a� O Q O U J coo-coo C. t4 U C N N E O N N H O N D in U C3 U - a3 w' U N M n 0 N co v N O Z. Z CD lL ~ N Cl) fB A F Y,S�54V 1 C U,) LO Lr) N M e J d m Y Q r Q y O LO W U. otS M It ti (A F" H O V Z W Z _ O O N e U) Q W $ c c Q 0 H a N LO d CD � J CUM Y C a a 2 N N N y ° a� LO o cu W : d LO C W O O O U r S; M O Q C y cn a Q „ O N 4 Z O x cu _ w N y d cu d O c to �- c _N O N O N U U a w U J Q 3 O W U Co ;, r N M '� In N M st ' O Co \ U. � 7 � b €VI, O �11 l W W t W V LO L p O L M v m Ln � H d � N = d � N y co N �tf d O C J O 0 O o O � G o i o O U') U o o y - = N W i d N U') i U H o U C C tom`. d o C C a 60 aa fn 0' G LO N O d E y co X- d fo w d G w N O d C to ` N E - U) o c a m — _ co v U C � N V J .i.i lip .0 co w N co to E N cp a�i H > M v> Q wU p �U a W U M 14-1 LO fi N N Met Bid Submissions and Scoring : Finalists Scoring Summary Final Interviews - October 12-13 ICF Jones EDAW / & 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 - Listing of other beneficial services offered •4 4 2 - Description of services that may save 4 4 2 City money or provide a superior energy efficiency plan — —_ — - Reporting _ - Ability to meet guidelines of DOE 3 _ 3 3 - Ability to meet City's timeline 3 3 _3 Additional consideration listed one point for specificaky specifically identified advantage) -economies of scale 1 1 1 -one source of contact 1 1 1 Overall analysis of presentation 4 3 2 Insurance requirements met for RFP/Q 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 Scorel 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 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 Co RFP/Q 4 4 3 3 Profile of organization Local offices 3 3 2 3 - Proposed staffing(knowledge) _ _ 4 _ 1 3 Experience with public entities _ - 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 —energy efficiency plan Reporting - Ability to meet guidelines of DOE 4 4 3 4 - Ability to meet City's timeline 4 _ 4 3 4 Additional consideration listed one point for VecificaV identified advantage) -economies of scale -one source of contact 1 1 1 1 Overall analysis of presentation 3 _ 4 1 3 Insurance requirements met for RFP/Q _ 4 _ 4 -_ 4 _ 4 1 - --- - 3 --- 2 — 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) 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) 2 — 3 1 2 Experience with public entities - Energy Efficiency Strategies or similar work 4 4 - References provided 4 4 — 2 — 2 Specialized Energy Services - - Listing of other beneficial services offered 3 — 4 2 1 - Description of services that may save 2 — 3 1 2 City money or provide a superior energy efficiency plan Reporting - Ability to meet guidelines of DOE _ _ 3 2 - Ability to meet City's timeline ? Additional consideration listed one point for specificaky specifically identified advantage) - -economies of scale - -one source of contact Overall analysis of presentation 3 _ 3 1 3 Insurance requirements met for RFP/Q 4 4 _— 4' 4 ___ Cost - 2 1 3 -- 2 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 City money or provide a superior energy efficiency plan Reporting - Ability to meet guidelines of DOE 3 3 2 2 - Ability to meet City's timeline _ ------4 ___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 1 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 Vendor 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 1 RESOLUTION NO. C (OPY 2 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN 3 BERNARDINO APPROVING THE PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE CITY OF SAN BERNARDINO AND AECOM TECHNICAL 4 SERVICES INC. FOR THE CREATION OF THE CITY'S ENERGY EFFICIENCY & 5 CONSERVATION STRATEGY AND CLIMATE ACTION PLAN. 6 WHEREAS, on February 17, 2009 President Barack Obama signed into law the 7 American Recovery and Reinvestment Act (ARRA) of 2009; and 8 WHEREAS, one of the new programs receiving funding from ARRA is the Energy 9 Efficiency & Conservation Block Grant (EECBG) Program to fund projects that reduce energy 10 use and fossil fuel emissions, and that improve energy efficiency; and 11 12 WHEREAS, the EECBG Program received $3.2 billion in nationwide funding; of that, 13 the City of San Bernardino is eligible to receive a direct allocation of$1,954,000; and 14 WHEREAS, a requirement for jurisdictions receiving over $250,000 is the 15 development of an Energy Efficiency & Conservation Strategy to create an implementation 16 p lan for achieving the goals and obJ ectives, including new programs and/or projects funded by 17 the EECBG Program; and 18 19 WHEREAS, the City of San Bernardino is eligible to use up to $250,000 of the 20 allocated grant funds to hire a consultant to develop the Energy Efficiency & Conservation 21 Strategy; and 22 WHEREAS, per Resolution 2009-168, to secure the EECBG grant funds, the Mayor 23 and Common Council approved the submission of an application, attached as Exhibit "A", to 24 the Department of Energy assuring the development and submittal of an Energy Efficiency & 25 Conservation Strategy on June 15, 2009; and 26 27 28 October 29,2009 WHEREAS, on September 8, 2009 (award date), the Department of Energy notified 1 the City of the previously mentioned application being approved and subsequently awarded the 2 City $250,000 on Award Number DE-SC0001924, attached as Exhibit`B"; and 3 4 WHEREAS, the City has 120 days from the award date to submit the Energy 5 Efficiency & Conservation Strategy to the Department of Energy; and 6 WHEREAS, the final Energy Efficiency & Conservation Strategy will be presented to 7 the Mayor and Common Council for approval before the strategy is submitted to the 8 Department of Energy. 9 NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND COMMON 10 COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: 11 SECTION 1. The City Manager is hereby authorized and directed to execute on behalf 12 of the City, a Professional Services Agreement by and between the City of San Bernardino and 13 AECOM Technical Services, Inc. A copy of the Professional Services Agreement is attached 14 15 as Exhibit "C' and incorporated herein by reference. 16 SECTON 2. The City Manager, or his designee, is hereby authorized to execute in the 17 name of the City of San Bernardino all necessary forms and agreements for the purposes of 18 -securing payments, to implement and carry out the purposes specified by the Department of 19 Energy, and provide information regarding this program to the Department of Energy upon 20 request. 21 SECTION 3. That the Mayor and Common Council of the City of San Bernardino 22 23 hereby authorize the City Manager, or his designee, to carry out the necessary actions to 24 successfully develop and implement the Energy Efficiency & Conservation Strategy and a 25 Climate Action Plan for the City of San Bernardino. 26 SECTION 4. The authorization to execute the above referenced Agreement is 27 rescinded if it is not executed by both parties within ninety (90) days of the passage of this 28 resolution. October 29,2009 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN 1 BERNARDINO APPROVING THE PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE CITY OF SAN BERNARDINO AND AECOM TECHNICAL 2 SERVICES INC. FOR THE CREATION OF THE CITY'S ENERGY EFFICIENCY & CONSERVATION STRATEGY AND CLIMATE ACTION PLAN. 3 4 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor 5 and Common Council of the City of San Bernardino at a meeting thereof, held 6 on the day of 2009 by the following vote, to wit: 7 Council Members: AYES NAYS ABSTAIN ABSENT 8 ESTRADA 9 BAXTER 10 BRINKER 11 12 SHORETT 13 KELLEY 14 JOHNSON 15 MCCAMMACK 16 17 - Rachel G. Clark, City Clerk 18 19 The foregoing resolution is hereby approved this day of 20 , 2009. 21 Patrick J. Morris, Mayor 22 City of San Bernardino 23 Approved as to FORM: 24 By: 25 J S F. PENMAN, C t Attorney 26 27 28 October 29,2009 f � GRANTH-GOV` Grant Application Package (..,,Opportunity Title: Recovery Act ? Energy Efficiency and Conservation Block Offering Agency: ational Energy technology Laboratory CFDA Number: 81.128 CFDA Description: Energy Efficiency i Conservation Block Grant Program Opportunity Number. of-FOA-0000013 Competition ID: Opportunity Open Dab: 03/26/2009 Opportunity Close Date: 06/25/2009 Agency Contact Sue Miltenberger Contract Specialist E-mail: EECBGOnetl.doe.gov This opportunity Is only open to orpribmtlons,applicants who are submffting grant applicaltlons on b@W of a company,state,local or tribal government,academia,or other type of organtration. Application Filing Name:Fs7Zn7iernardino City EECBG Application Mandatory Documents Move Form to Mandatory Documents for Submission c4mpl„s Application for Federal Assistance (SF-424) Other Attachments Forst Mow Form to Delete Optional Documents Move For,to onii Docurnse s for Submission Disclosure of Lobbying Activities (SF-LLL) Submwaonknt Mow Form to Detsle Enter a name loathe application in the Application Filing Name,field. -This application can be tnmpisted in its entirely ditw;however,you will need to login to the Gnants.gw wabsiee during the submission proemis. -You can save your sppaoedon at arty fima by clicking the"Saw"bunion at the top of your screen. -The"Sae&Subetlr button will not be functional until all required date fields in the application are completed and you clicked on to"Check Package for Errors"button and confl ned all date required dab Ilal fs are compassed. Open and aornpastr as of to documents I*W In the"Mandatory Documents"box.Complete the SF-4211 form ImL -It is recommended fauns,SF-424 torn tea the first form completed for the application package.Data entered on the SF-424 will popuulaba data folds in other mandatory and optional forms and tlu user cannot enter data In these fields. -The forms fisted in the"Mandatory DocAmoms"box and'Optional Daemnts"may be predefrod forms,such as SF-424,fome whew a document needs to be attedhed, such as the Project Narrative or a combination of both.'Mandatory Documents'are required for this application.'Optional Documents"can be used to provide additional support for this appfikafion or maybe requited for specific types of grant activity,Reference the application package Insb uctiona for more information regarding'Optional -To open and own*%a form,simply clack on the forms name,to select the Nan and then dick on the—button. This will mow the document to the approptiaas"Documerrh for Submission"box and the bra will be aubraboapy,added to your application package. To view the form,scroll down the screen or aaasct the form name and click on the 'Open Foam'bunon b begin completing the required data folds. To remove a fornldocument tram the"Documents for Submission'box,dick the docartant nema b seled lt, and tan dick to cs button.This will mium the 1omVdwAmnt to the*Mandatory Document"or"Optional Document'box. -An doeanerns tissed in the'Mandatory Gecur ter b'box must be moved to the'Mandstory Documents for Submission"box When you open a required form.the fields which must be completed are highlighted in yellow with a red border.Optional fields and completed folds are displayed in white.If you enter invalid or itrahnplate information in a fold,you will receive an error message. Click the"Save i iubmlC button to submit your application to Grarns.gov. P"'Ir" -Once you have pmperiy completed ail required documents and attached any required or optional documentation,saw the completed application by dicking on the"Sava' button. -Click on the"Check Package for Errors'button to ensure that you have corn pletad d required date fields. Correct any enws or 9 none am found,save so application package. Tbe'Ssve 5 Submir button will become active;dick on On*Save L Submit"button to begin the application submassion process. You will be taken m the applicant login page to eater your Grants.gw usememe and password. Follow all onscreen instructions,for submission. OMB Number:4048-0004 Expiation Dale:01131!2009 Application for Federal Assistance SF-424 Version 02 '1.Type of submission: '2.Type of Appicallon: 'If Revision,salad appropnate War(&): o IMapplk;Mon o New �X Application MContinuation 'Ott-(Specify) Changad/Correded Application Revision •3.Date Reoeived: 4.Applicant Identifier c rn�by GmM.9-4m&bYZion 71 F 5a.Federal Entity Identifier. •5b.Federal Arend Identifier. Ststa Use Only: 8.Date Reoeived by State: 7.State Application Idartiflar: It.APPLICANT INFORMATION: •a.Legal Name: lCity of San Bernardino b.EmpbyedTaxpayer iderdification Number(EINMN): 'C.OrganmMonal DUNS: 95-6000772 059452636 d.Address: •St1: 300 N. D Street ' Slreet2: �""� •testy Saes Bernardino County: Ste: CA: California Province: •Country. USA: UNITED STATES •zip/Postal Code: 192418 a.Organizational unit; Departmeit Name: DMslon Name: City Manager's Office f.Name and contact Information of person to be coetactad on ntatlers Involving Rds appflcatlon: Prefix: Mrs. � 'First Name: Catherine MddO Name: •Log Nam: Pritchett Suffix F7 1 Tftle: Management Analyst Orgxtitational Affiliation: 'Telephone Number. 909-389-5122 Fax Number. 909-384-5138 'EmaU: Pritchett c;;abcity.org OUB Number:4040.0004 E piratlon Data:OtAV2M Application for Federal Assistance SF-424 Version 02 8.Type of Applicant 1:Select Applicant Type: c: City or Township Government Type of Applicant 2:SeIW Applicant Type: Type of Applicant 3:Select Applicant Type: Other(specify): 10.Naar of Federal Agency: National Energy Technology Laboratory 11.Catalog of Federal Domestic Assistance Number. 81.128 �� CFOA Title: Energy Efficiency i Conservation Block Grant Program •12 Funding Opportunity Number. DE-FOA-OD00013 Title: Recovery Act ? Energy Efficiency and Conservation Block Grants ? Formula Grant's 13,Competition identHiation Number. Title: 14.Areas Affected by Project(Cities,Counties.States,etc.): City of San Bernardino 1S.Deserlpthe Tide of Applicant's Project: Energy Efficiency s Conservation Strategy (SECS) Development Aftech supponing documents as specified In agency instructions. :J4paclurienb_., ".9�j�B1p:At�metiii:` AtCaeh�iter�s`' OMB Number.4040-0004 Expiration Date:01/31/2009 f., Application for Federal Assistance SF-424 Version 02 1i.Congressional Distrkts Of: •e APPS CA-092 •b.Program/Project -042 Attach an addilionat tat of PM9ramlProject Congressionel Disbi As if needed. Atfdtierlt+'�> >�dlyed)ItIt�FMt '. ��tFllfil�ill�id�r�y.. 17.Proposed Project: a.Start Date: DB/25/2009 'b.End Date: 12/25/2009 18.Estimated Funding(i): •a.Federal 250,000-00 b.Applicant 0.00 c.State 0.00 •d.Local 0.00 •e.Other 0.00 •f. Program Irxx me 0.00 'g.TOTAL 250,000.00 •ZS.Is Application Subject to Review By State Under Executive Order 12372 Pmem? 13 a.TNs application was made available to the State under the Executive Ordef 12372 Process for review on Q b.Program is subject to E.O.12372 but has not been selected by the State for review. DX c.Program is not covered by E.O.12372. '20.Is the Applicant Delinquent On Any Federal Debt?(U`Yes',provide explanation.) Yes Eg No 21.'By signing this application,I certify(1)to the statements contained In the Nst of certifications"and(2)that the statements herein are true,-complete and accurate to the bast of my knowledge.I also provide the required assurances" and agree to comply with any resulting bm+e N I accept an award.I am aware that any fate,fictitious,or fraudulent&W& on or claims may, subject me to criminal,civil,or administrative penalties.(U.S.Code,TdM 218,Section 1001) rXX —I AGREE '•The list of certifications and assurances,or an intemet site where you may attain this Iist, is'contained in the announcement or agency specific irons. Authoribed Representative: Prefix: Mr. •Fkst Neme Cbarles Middle Name: •Last Name: cNeely Surruc roe: City Manager •Telephone Number 909-384-5122 Fax Number. 'Email: cNeely_Ch@sbcity.org Signature of Authorized Representative: *W by Gra WW-v wm rubnssuan •pate Signed: bbl,Grerns e0,,WQn� Authorized for Local Reproduction Standard Form 424(Revised 108005) Presorted by OMB Circular A-102 OMB Number.4040-0004 Expuatian Oak:01131!2009 -� Applicailon for Federal Assistance SF-424 Version 02 Appliant Federal Debt Delinquency Explanation The folbwing field should contain an explanation K Ire Applicant organaation is delinquent on any Federal Debt. Maximum number of chadacl rs that an be entered is 4.000. Try and avoid extra spaces and carriage returns to maximize the availability of spade. r• Other Attachment Fite(s) r •Mandatory Other Attachment Femme: Add M�ti—da-tni^y Ottitii'AllaClimeift ��-e^lel—e tAa—nd�t�a—y'Otl�er�tst� Nlaru3st�ry To add more'Other Attachment" attachments,please use the attachment buttons below. Add Op66iW Othdr Atfaai iienf lierK9ClgHOrtal btf+err7 1` 'Ekefete{?ptiot��{��er. fi+�sd �r r OMB Number:4040-0010 Expiration Date:0$!3112011 ProjectlPerfotmance Site Location(s) 1 am submitting an application as an in*Adual.and not on behalf of a company,State, ProjacVPorformanca Site Primary Location ❑local or tribal government,academia,or other type of organization- > organization Name: City of San Bernardino �•r� DUNS Number: 0594526360000 Streetl: 300 N. D Street Street2: City: San Bernardino County: 'State: CA: California Province: 'Country: USA: UNITED STATES ZIP/Postal Code: 92419-0001 •ProjecN Performance Site Corgmesslorurl t>istrid CA-042 ProjectlParformanco Site Location 1 I am submltfing an application as an Individual,and not on behalf of a company.state. local or tribal govemmeM,academia,or other"of°ryan>ization. Organization Name: DUNS Number. Streetl: Street2: 'City: County: 'State: Province: •Country USA: UNITED STATES •Zip/Postal Code: •Project!Performance Site Congressional District r EECBG Activity Worksheet Grantee: City of San Bernardino Date: 05/04/2009 DUNS# 59452636 Program Contact Email: pritchett_Ca®sbcity.org Program Contact First Name: Catherine Last Name: Pritchett Project Title: Energy Efficiency & conservation Strategy ter•' fttiyi,ty. 1. Energy Efficiency and Conservation strategy If Other. Seer Public If Other. Proposed Number of Jobs Created: 2.90 Proposed Number of Jobs Retained: Proposed Energy Saved andlor Renewable Energy Generated: Unknown at this time Proposed GHG Emissions Reduced(CO2 Equivalents): Proposed Funds Leveraged: $0.00 Proposed EECBG Budget 250,000-00 Projected Costs Within Budget Administration: Revolving Loans: Subgrants: Project Contact First Name: Catherine Last Name: Pritchett Email: pritchett_cee.beity.=9 Metric Activity: Technical Assistance If Other Project Summary: {limit summary to space provided) This activity will consist of the development of the City's Energy Efficiency & Conservation Strategy (SECS) . The City of San Bernardino will select a professional consultant to assist in the development Of appropriate programs and projects that will achieve long term and sustainable energy efficiencies and conservation. Some of the specific tasks the consultant will perform will include: quantification of citywide energy usage (electricity, gas, water, etc,) and greenhouse gas emission levels. The identification of the current levels of the above referenced criteria will allow the City to track its effectiveness of the programs and projects developed under EECBG. The City will use this process of developing the SECS to create realistic goals and objectives for overall energy reduction and greenhouse gas emission levels. The development of the SECS will be a public process and public input will be solicited to ensure this strategy is not developed in a vacuum. If you am praposinq Mons than one sewity,sane this fit as many times as needed with sueeessh a page numbers. For example: 'OH-CITY-Cdumbus- ProjectAcUvily page l.pdt,"ON-CRY-ONumbus-Project Activky page 2.pdf.`and oonbnue as needed. �-- N.K i NOT SPECIFIED /OTHER ASSISTANCE AGREEMENT Award No. 2. Modification No. 3. Effective Dale _T8.1 CFDA No. DE-SC0001924 09/08/2009 .128 5. Awarded To 6. Sponsoring Office 7. Period of Performance SAN BERNARDINO, CITY" OF SERE (FORS) 09/08/2009 Attn: Casey Dailey U.S. Department of Energy through 09/07/2012 Assistant to the Mayor Office of Energy Efficiency & Renew 300 N. D Street Forrestal Building San Bernardino CA 92418 1000 Independence Avenue, SW Washington DC 20585 8. Type of Agreement 9. Authority 10. Purchase Request or Funding Document No. 0 Grant Energy Independence and Security Act 09SCO05207 M Cooperative Agreement (EISA) of 2007 Other 11. Remittance Address 12. Total Amount 13. Funds Obligated SA14 BERNARDj140,,ITY OF Govt. Share: $1,954,600.00 This action: $250,000.00 Attn: Casey Jf��ailey Cost Share $0.00 Total $250,000.00 Assistant to the Mayor Total $1,954, 600.00 300 N. D Street San Bernardino CA 92418 14. Principal Investigator 15. Program Manager 16. Administrator sey Dailey Martha J. Kass Oak Ridge 909-384-5133 Phone: 865-576-0717 U.S. Department of Energy P.O. Box 2001 Oak Ridge TN 37831 17. Submit Payment Requests Trr 1B. Paying Office 19. Submit Reports 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 37831 20. Accounting and Appropriation Data Block Grant 21. Research Title and/or Description of Project ENERGY EFFICIENCY & CONSERVATION BLOCK GRANT PROGRP?] For the Recipient For the United States of America 22. S' ure of Person Authorized to Si n 25. Signature of Grants/Agreements Officer 23. Nam and Title 24. Dale Signed 26. Name of Officer 27. Date Signed BEVERLY HARNESS 09/08/2009 140T SPECIFIED /OTHER NOT SPECIFIED /OTHER REFERENCE NO.OF DOCUMENT BEING CONTINUED PAGE OF CONTINUATION SHEET DE-SCO001924 2 2 kME OF OFFEROR OR CONTRACTOR SAN BERNARDINO, CITY OF ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT (A) (B) (C) (D) (E) (F) DUNS dumber: 059452636 TAS::69 0331: :TAS RecoveryRecovery Act Block Grant for ARRA Funding. New award for City of San Bernardino, CA. ASAP: Yes Extent Competed: NOT AVAIL FOR COMP Delivery Location Code: 00522 Oak Ridge Office U.S. Department of Energy Oak Ridge Office 230 Warehouse Road Oak Ridge TN 37830 Payment: OR for Oak Ridge/OSTI U.S. Department of Energy Oak Ridge Financial Service Center P.O. Box 6017 Oak Ridge TN 37831 Fund: 05796 Appr Year: 2009 Allottee: 30 Report Entity: 471999 Object Class: 41000 Program: 1005115 Project: 2004350 WFO: 0000000 Local Use: 0000000 ^AS Agency: 89 TAS Account: 0331 July 2004 NOT SPECIFIED /OTHER Exhibit "C" PROFESSIONAL SERVICES AGREEMENT 1 2 This Agreement is entered into this 2"d day of November, 2009 by and between 3 AECOM Technical Services, Inc. ("CONSULTANT") and the City of San Bernardino 4 ("CITY" or"San Bernardino"). 5 WITNESSETH: 6 WHEREAS, a requirement for jurisdictions receiving over $250,000 is the 7 8 development of an Energy Efficiency & Conservation Strategy to create an implementation 9 plan for achieving the goals and objectives, including new programs and/or projects funded by 10 the EECBG Program; and 11 WHEREAS, the EECBG Program received $3.2 billion in nationwide funding; of that, 12 the City of San Bernardino is eligible to receive a direct allocation of$1,954.000; and 13 WHEREAS, The City of San Bernardino is eligible to use up to $250,000 of the 14 allocated grant funds to hire a consultant to develop the Energy Efficiency & Conservation 15 16 Strategy; and 17 WHEREAS, the Mayor and Common Council have determined that it is advantageous 18 and in the best interest of the City of San Bernardino to engage a professional consultant to 19 develop the Energy Efficiency & Conservation Strategy; and 20 WHEREAS, it has been determined that CONSULTANT is the most qualified to 21 perform said services and that CONSULTANT warrants that they are qualified and will 22 23 perform the work in a timely fashion. 24 NOW,THEREFORE, the parties hereto agree as follows: 25 1. SCOPE OF SERVICES 26 For the remuneration stipulated, San Bernardino hereby engages the CONSULTANT to 27 provide those services as set forth in Attachment "A", which is attached hereto and 28 incorporated herein by this reference. 1 Exhibit "C" PROFESSIONAL SERVICES AGREEMENT 1 2 2. COMPENSATION AND EXPENSES 3 a. For the services delineated above, the CITY shall pay the CONSULTANT an amount 4 not to exceed $152,550. 5 b. Upon request by the City Manager, CONSULTANT may perform the additional work 6 needed, as described in the Scope of Services (Attachment "A") of the Agreement as Task 4: 7 8 Citywide Climate Action Plan, the total cost for these additional services will not exceed 9 $97,100. 10 c. In no case shall the total cost of the services delineated above exceed $249,650. No 11 other expenditures made by CONSULTANT shall be reimbursed by CITY. 12 3. TERM 13 The services set forth in Attachment "A" shall be for a period of 24 months, 14 commencing on November 2. 2009, and terminating on November 1, 2011, unless previously 15 16 modified, amended or cancelled by the written mutual consent of both parties. 17 This Agreement may be terminated at any time by thirty (30) days written notice by 18 either party. 19 4. INDEMNITY 20 CITY agrees to indemnify and hold harmless CONSULTANT, its officers, designated 21 agents and volunteers from any and all claims, actions, or losses, damages and/or liability 22 resulting from CITY's negligent acts or omissions arising from the CITY's performance of its 23 24 obligations under the Agreement. 25 CONSULTANT agrees to indemnify and hold harmless the CITY, its officers, 26 designated agents, and volunteers from any and all claims, actions, or losses, damages, and/or 27 liability resulting from CONSULTANT's negligent acts or omissions arising from the 28 CONSULTANT's performance of its obligations under the_Agreement. 2 Exhibit "C" PROFESSIONAL SERVICES AGREEMENT 1 2 In the event the CITY and/or the CONSULTANT is found to be comparatively at fault 3 for any claim, action, loss, or damage which results from their respective obligations under the 4 Agreement, the CITY and/or CONSULTANT shall indemnify the other to the extent of its 5 comparative fault. 6 5. INSURANCE 7 While not restricting nor limiting the foregoing, during the term of this Agreement, 8 9 CONSULTANT shall maintain in effect policies of comprehensive public, general and 10 automobile liability insurance, in the amount of $1,000,000.00 combined single limit, and 11 statutory worker's compensation coverage, and shall file certificates evidencing coverage with 12 the CITY'S Risk Manager prior to undertaking any work under this Agreement. CITY shall be 13 set forth as an additional named insured in each policy of insurance provided hereunder. The 14 Certificate of Insurance furnished to the CITY shall require the insurer to notify CITY of any 15 16 change or termination in the policy. 17 6. NON-DISCRIMINATION 18 In the performance of this Agreement and in the hiring and recruitment of employees, 19 CONSULTANT shall not engage in, nor permit its officers, employees or agents to engage in, 20 discrimination in the employment of persons because of their race, religion, color, national 21 origin, ancestry, age, mental or physical disability, medical condition, marital status, sexual 22 23 gender or sexual orientation, or any other status protected by law. 24 7. INDEPENDENT CONTRACTOR 25 CONSULTANT shall perform work tasks provided by this Agreement but for all intents 26 and purposes, CONSULTANT shall be an independent contractor and not an agent or 27 employee of the CITY. CONSULTANT shall secure, at its expense, and be responsible for any 28 and all payment of Income Tax, Social Security, State Disability Insurance Compensation, 3 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. 5 8. BUSINESS REGISTRATION CERTIFICATE AND OTHER REQUIREMENTS 6 CONSULTANT warrants that it possesses or shall obtain and maintain a business 7 8 registration certificate pursuant to chapter 5 of the Municipal Code. and any other license, 9 permits, qualifications, insurance and approval of whatever nature that are legally required of 10 CONSULTANT to practice its profession. 11 9. NOTICES. 12 Any notice to be given pursuant to this Agreement shall be deposited with the United 13 States Postal Service. postage prepaid and addressed as follows: 14 TO THE CITY: City Manager's Office 15 300 North"D" Street 16 San Bernardino. CA 92418 Phone:_(909) 384-5122 17 TO THE CONSULTANT: Eric Wilson 18 AECOM Technical Services, Inc. 150 Chestnut Street 19 San Francisco, CA 94111 20 10. ATTORNEYS' FEES 21 In the event that litigation is brought by any party in connection with this agreement, the 22 prevailing party shall be entitled to recover from the opposing party all costs and expenses, 23 including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of 24 its rights or remedies hereunder or the enforcement of any of the terms, conditions or 25 provisions hereof. The costs, salary and expenses of the City Attorney and members of his 26 27 office in enforcing this Agreement on behalf of the City shall be considered as "attorneys' fees" 28 for the purposes of this paragraph. 4 Exhibit "C" PROFESSIONAL SERVICES AGREEMENT 1 2 11. ASSIGNMENT 3 CONSULTANT shall not voluntarily or by operation of law assign, transfer, sublet or 4 encumber all or any part of the CONSULTANT's interest in this Agreement without CITY'S 5 prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be 6 void and shall constitute a breach of this Agreement and cause for the termination of this 7 8 Agreement. Regardless of CITY's consent, no subletting or assignment shall release 9 CONSULTANT of CONSULTANT's obligation to perform all other obligations to be 10 performed by CONSULTANT hereunder for the term of this agreement. 11 12. VENUE 12 The parties hereto agree that all actions or proceedings arising in connection with this 13 Agreement shall be tried and litigated either in the State courts located in the County of San 14 Bernardino, State of California or the U.S. District Court for the Central District of California, 15 16 Riverside Division. The aforementioned choice of venue is intended by the parties to be the 17 mandatory and not permissive in nature. 18 13. GOVERNING LAW 19 This Agreement shall be governed by the laws of the State of California. 20 14. SUCCESSORS AND ASSIGNS 21 This Agreement shall be binding on and inure to the benefit of the parties to this 22 23 Agreement and their respective heirs, representatives, successors, and assigns. 24 15. HEADINGS 25 The subject headings of the sections of this Agreement are included for the purposes of 26 convenience only and shall not affect the construction or the interpretation of any of its 27 provisions. 28 5 Exhibit "C" PROFESSIONAL SERVICES AGREEMENT 1 2 16. SEVERABILITY 3 If any provision of this Agreement is determined by a court of competent jurisdiction to 4 be invalid or unenforceable for any reason, such determination shall not affect the validity or 5 enforceability of the remaining terms and provisions hereof or of the offending provision in any 6 other circumstance, and the remaining provisions of the Agreement shall remain in full force 7 and effect. 8 9 17. REMEDIES; WAIVER 10 All remedies available to either party for one or more breaches by the other party are 11 and shall be deemed cumulative and may be exercised separately or concurrently without 12 waiver of any other remedies. The failure of either party to act in the event of a breach of this 13 Agreement by the other shall not be deemed a waiver of such breach or a waiver of future 14 breaches. unless such waiver shall be in writing and signed by the party against whom 15 16 enforcement is sought. 17 17. ENTIRE AGREEMENT; MODIFICATION 18 This Agreement constitutes the entire agreement and the understanding between the 19 parties, and supersedes any prior agreements and understandings relating to the subject manner 20 of this Agreement. This Agreement may be modified or amended only by a written instrument 21 executed by all parties to this Agreement. 22 23 24 25 26 27 28 6 Exhibit "C" PROFESSIONAL SERVICES AGREEMENT 1 2 IN WITNESS THEREOF, the parties hereto have executed this Agreement on the day and 3 date set forth below. 4 5 6 Date: November , 2009 CITY OF SAN BERNARDINO 7 By: 8 Charles E. McNeely 9 City Manager APPROVED AS TO FORM: 10 11 12 F. Penman 13 k4es Attorney 14 15 16 Dated: November . 2009 AECOM Technical Services, Inc. . 17 By: 18 Eric Wilson Vice President 19 20 21 22 23 24 25 26 27 28 7 k B z Q k B B < ®§A a!#■ ME A! "■#R##Ki### r r \ ■#§ ■# # §# _ : : k#ef #2■; §#!&;;\ j; „k22aa;2; / § § \ »a-\ MY ;;>� !;;° !!Fes ;� _ . , a ■ \ !� © 4 © ( \ \ \ - � \ ` \\ \ � - \ 2 ■,#( #-k . R;© ■ !ln;=�;©-( \ \ \ \ \ \� \\ \ \ [ ,\ ;�..§ ■ ; � a ■ B \ \k \ ; \\ \\ - k - _ $ R _■ - ! § ■ ;•A 2222 ^ ..�.�.k �. ��.e2�.��■ : : << }\ ■ . ��� . � ■ \ � t £ &# s i | `® ON ��2\ ��k | : ||2 ; j „ ! e ! § |o©! - �■ - |~ � �\ !)�- ! �!! j!� !!" ® , '« !a!%`� � . �| E! k q |,• | I , s l . �� � ■! ■�, � ,� .|.®- °!�I■ , s , ..! l ��2 ® |. ' � . . � . ! �`• , . ._ . k_ l , ., ! &, • ��k �! ■+| � � ! � �/Jk ;; ! ) ! �� �!lZZ� � =��-`o � ` - - | = ; E■! ! ;!& . . CITY opSAN BERNAnowo ENERGY EFFICIENCY CONSULTING | / SCOPIF OF AIORK Following the City's RRP,the EDAVVAECOM approach and methodology to this project io designed m deliver s compre- hensive andimp|ementob|eEECGwithinthop,opooudbudgut and schedule: TASK 1: EECBG Activity Selection Assistance Our team will work saom|uoo�w�hCdymp�son�dvoomcuU � through the broad categories and competing energy efficiency ' and conservation initiatives!u identify priorities and select the EECBG activities.Through this effort,we believe itieimportant j'/r� ^v*��m�`='- m find u balance between short-and long-term goals,while focusing on some critical highlights of this effort,such as: An example ofo well-rounded stakeholder composition can ` Reflecting priorities according tv San 8emondino.ubase- bn found with our work for the City of Seattle;committee size line energy and GHGinventory would bo scaled for San Bemondinu� ' �vnw�oea�|egov/onvimnmen�GBtoo�bme�h�m� ^ Use EEC8G funds that optimize and onboipo0aother hftp: funding sources,such an competitive grants For Sub-Task 1.1. ED/8mAEC(]/N recommends conduct- Focus onDOEphndp|epriuhUoo:Joboceoted.one,gy ing one(1)Stakeholder Committee meeting and(1)public saved,funds leveraged,cost savings, renewable energy workshop au the outset of the work program 0o scope relevant installed,and GHGreduced/mitigated issues and opportunities.The team assumes that City staff ^ Meet transparency and reporting expectations will coordinate the composition of the public ouueauh,secure meeting times and locations, publicize meetings,and provide ^ Anticipate future regulatory changes printed materials.ED/AWAECO/0 will provide onagenda, This task will provide o strategic foundation for Task 2: Energy p,boento'ion'and written summary of each meeting, Efficiency and Conservation Stnaoegy(EEC8). bydevelopiago ` comprehensive and achievable project list for use ofdh�City's ' tJ identify E/iyih|e sEca Projects EEC8G grant funds. Following DOE guidelines and lmq� ine' Our appmochwill focus onpmg,ams that are e|igiWofor manto'�heEECGvi|/incorponamcriUce|inpu�hnm �co| EBCBG funding,but will also recommend projects that could resources and stakoho|doro und|avonuge�aomexpe�|oo�o ' be indudingpub|i�phvote define obtainaWogoals and imp|emontob|uo'�iono Through- ' � partnership opportunities.Review of the City's cunnm*GHG nut'consideration will be given m maximizing outcomes and Inventory will help focus on the sectors contributing the largest benefit potentials through EECBGfunds. proportion uf emissions.VVe will also build on the City's current energy efficiency efforts,such ao its LEED-certified Inter- change 8uoineooCentor,pmmobonofthaCa|ifoniaBui|ding |nduuu�|nsU����o|dbmia�eenBui|dnrpmgnom �o It will Based on similar pn4omexpahonce we ' � ' a|oobuimpnan� mokeouna�ha��heEECGdove|npmon1 oea�b|deve|opme,�ondexecubonofSonBe,nordino'oEECS � m is countuendo�ho,neighbo�nQ will benefit�ommeanin�u|public and nm,koho|de,involve- ' ciUoo'�huCou��ecen�,e}�odwo,k�nc|udn�oonveroiunuf ment The ' � tr��coigna|o�uLEDnno,gy`ef5ciar�|ig��inge��togneen o,gen�akey�akeho|dero(see bo/o~) participate ' ' ' building requirements, and rndumionmeaxueo public workshops, and present EECS updates at up to two ' . City Council mee8ngo as Stakeholders' � Based nn our knowledge of San Bomondinn and feasible pa�icipontsin the Qt�sDown�wnmoionand Action Plan, ' pn4amoinc«xer�a|ihomieouies' ED/ wAECOK will work with such as members of the Sun Bernardino Chamber of Cnm' the City to develop Energy Efficiency Conservation Strategies monoe Downtown Convention' ' that align with the project activity model worksheets submitted Bureau, San and' in the Ci|y'oEECBGapp|ication. Vaexpe�this list will reflect Sun Bernardino Association of Government;other local groups programs and projects at both the municipal and community active in these issues may also be included. level.VVo will then work with staff and key stakeholders vo identify and prioritize these potential projects for inclusion�n The formo0onofooma|| invested' with a diverse membership can bn instrumental inasoiod theEECS ng . Drawing on both team axpe�inoand stakeholder the team with o streamlined EECG planning process.Stake' inPut, o key work element will be o rigorous gap analysis of holder knowledge, combined with EOAVAECOM'o expa,i_ u»|sti»Q programs(in Gan Bernardino and neighbohngjuhad}o ' onceofouccassfu|de|iveryofoimi|urprojecta.wiUenuunea Uonu)that can be built upon'and now programs that could be representative leadership team for the San Bernardino EECG. funded byEECBG within its 12 approved categories: eo^w ^svm EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 8 • Energy audits and retrofits of residential and support of emission reduction performance is requisite for commercial buildings the team to report the performance of any GHG reduction • Development and implementation of advanced building strategy or program.We have developed an evidence library codes and inspections to substantiate GHG emission reductions attributable to EECS measures. • Creation of financial incentive programs for energy efficiency improvements Our approach also emphasizes transparency in the assump- • Transportation programs that conserve energy; tions used to develop emissions reduction calculations. EDAW AECOM's high standards and philosophy to EECS develop- • Projects that reduce and capture greenhouse ment are unique in the marketplace. Existing methods for gas emissions quantifying GHG emission reduction measure performance in- • Renewable energy installation on government buildings clude top-down and bottom-up calculations.A top-down calcu- lation begins with the City operations and/or community-wide • Energy efficient traffic signals and lights GHG emissions inventory. For example with a community- • Deployment of combined heat and power, and district wide emissions inventory,a particular GHG emission reduction heating and cooling systems. measure(e.g.,energy efficiency)targets a certain emission sector(e.g., natural gas,electricity),emissions sub-sector Interviews with Town staff and regional agencies will help (e.g., residential,commercial),and portion thereof(e.g.,space clarify the successes and failures of any existing policies and heating,water heating,air conditioning).Thus, EDAW AECOM identify associated lessons learned for the EECS.The team scales the emissions inventory according to the applicability of will further prioritize potential new projects that may result in the EECS measure being evaluated. GHG reductions,with cost and benefit information for mea- sures such as criteria pollutant reduction,health,and quality We would work closely with the City to develop reasonable of life(e.g.,reductions in traffic congestion).Given the current assumptions for participation rates(i.e., portion of the City/ economic climate,priority is likely to be given to programs community that would participate in an EECS,percent of City and actions that have proven practice,or those that comple- employees that would use a carpool or transit subsidy ment,expand,or strengthen a program or policy already in Program,residential units that would implement energy ef- place. Emphasis will be placed on those that are technically fciency improvements,etc.). EDAW AECOM would then and logistically feasible in the short-term,and general steps for convert the effectiveness of a GHG emission reduction implementation will be defined, strategy into metric tons(MT)of carbon dioxide equivalent (CO2e)reduced.This approach would achieve the City's GHG � I reduction target and withstand scrutiny. In contrast,a bottom- up approach to GHG emissions reduction quantification starts with a GHG reduction strategy(e.g., installation of photovoltaic 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 r' factor be the same factor that was used to calculate GHG E emissions from electricity generation in the GHG emissions ' inventory. Our approach to quantifying GHG reduction potential of vari- Building Energy Efficiency ous EECS measures also relies on key input from City staff early in the process to assist in prioritizing measures offering For existing building energy efficiency retrofit analysis,we greatest feasibility at lowest cost.Thus,we are able to focus can carry out detailed audits using our proprietary holistic limited project resources documenting the GHG reduction energy auditing software,SSIMe Audit.The matching of actual potential of those measures most likely to be implemented. demand profiles to primary energy consumption is at the core of the energy audit process and SSIMe Audit allows us to not Economic Analysis only calibrate the process but to also advise on the most effec- tive energy upgrade solutions for long term running cost, en- EDAW AECOM would develop an order-of-magnitude estimate ergy and carbon savings operation. Please see the Appendix of mitigation program cost per CO2 reduced.We have found for more detail on our energy auditing and advanced building that local policy makers use this information to prioritize poli- engineering capabilities. cies where reduction measures can be phased in over time. In some cases, cost data would be aggregated as certain poli- Greenhouse Gas Emissions Reduction Quantification cies would draw from the same resources, be it for additional staff or community information campaigns. Recommended EDAW AECOM's approach to quantification of GHG emis- GHG reduction measures can vary considerably both in their sion reduction measures involves extreme diligence to ensure ease of implementation and their cost per ton of CO2 reduced. that the EECS is of the highest, most implementable quality. By contrasting policy creation and implementation costs, as Evidence(literature,academic research,scientific studies)in well as the availability of funding sources,with the GHG EDAW AECOM EY.EMPLAPYENVIRCIJNIEIJTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 9 reduction capacity of each strategy,the City would be able impacts.We will explore the data and input to determine the to prioritize measures and policies while ensuring that the opportunities to establish a more effective strategy for the EECS is both effective and financially viable. regional transportation plan,typically one of the most constant forums for local, regional and state interaction. Determining the accurate costs of EECS measures can be a difficult exercise,as policies are enacted city-wide and/or Utility coordination with the plan will be critical for its cred- community-wide,while the capital expenditure or staff time ibility and success.Our process will examine the potential required to implement a policy fluctuates on a project-by-proj- coordination of energy efficient utility installation with other ect basis. EDAW AECOM is particularly well-suited to tackle public enhancements or revitalization efforts across the City's this challenge.Through our prior climate action work in other neighborhoods and special districts. 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 ' ' • • ' • •' • older each measure as a percentage of the City's Capital Improve- ' - • meeting materials; A ment Plan or appropriate City department's budget,as well as • an EECBG Project Prioritization -d copies) a simplified cost(high, medium,or low)for each strategy. ' • •'' in of' format ' one of While the cost to create and implement GHG reduction measures can be substantial, numerous funding sources and TASK 2: Energy Efficiency and strategies are available. EDAW AECOM would evaluate the Conservation Strategy (EELS) relevance of state and federal grants to the proposed EECS measures and would recommend the most feasible grants to The development of a viable EECS to guide the use of the pursue for each measure.We are also well-versed in existing City's EECBG grant funds is essential for securing future programs throughout the region and would identify partner- energy excellence in San Bernardino.Strategies set forth in an ship opportunities for San Bernardino to reduce costs.Finally, EECS lend themselves well to the development of long-term EDAW AECOM would identify self-financing measures wher- goals which can then be incorporated into a Climate Action ever feasible;if structured appropriately,some EECS strate- Plan,for example(see Optional Task 3). gies could contribute to both the City's General Fund and its GHG reduction target. 2.1 .__. :ibl!sil Ene '?v 1 EDAW AECOM will identify measurable goals(quantitative v arid qualitative)and objectives for energy conservation,ef- ficiency,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 with 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 Coordination with State and Regional Governments a proven practice or complements,expands,or strengthens and Utilities a program or policy already in place;the action is technically and logistically feasible in the short term and the general steps Many of the opportunities for state and regional cooperation required for implementation can be defined.The City and through this program will come about under the use of state community representatives must account for and prioritize a programs like the Renewable Energy Tax Credit and Property number of factors when setting conservation,efficiency,and Tax Abatement for Solar Electric Systems.We would look to emission reduction goals,including: build upon programs that the state has already begun under through its energy office where we align objectives coming out Energy efficiency potential/GHG reduction potential of the Town of Chapel Hill EECS particularly for facilities and Renewable energy capacity increased to share with the state methods at which we arrive for even Jobs created better thresholds of energy performance. • Funding opportunities beyond EECBG funds We will also look expansively to leverage the relationships with Return on investment for the City's capital costs the state and the region through a strategic coordination of Technical feasibility transportation.While much of the local transportation improve- ment plan funding comes through the federal system,state Community interest/political will funding also plays a critical role in a locality's ability to manage Ease of implementation air quality,development patterns and other energy-related Outreach requirements EDAW AECOM EXEMPLARY ENvIP,ONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING! 10 • Time frame(short-, medium-,long-range) EDAW AECOM will work with the City to determine what re- Other co-benefits(e.g.,air quality improvements, public porting system and tools best fd its needs;information on the realm improvements) following page outlines our approach. • Environmental/NEPA requirements(or lack thereof) Jobs Created/Retained Understanding and prioritizing these factors will help us iden- The City can take several approaches to tracking employ- tify priority projects for the EECS;high potential projects will ment growth and retention.One mechanism would be to use incorporate a number of factors. the federal standard of$92,000/job as provided by the DOE. — ---- - - - Another option(please see proposed budget)would be to - . - - , , , arizin. - • use the Implan model to estimate direct, indirect,and induced erg . . . - . -. . job generation based on the type of activity proposed.This goals and associated metrics fo would provide a general estimate of the impact, but would also (provided in digital .rmat and.Dne.zet of . . .. - demonstrate how the investments would resonate through the economy. It could also include economic impacts and job gen- eration resulting from household energy savings,which boosts 2.2 Evaluation, Monitoring. and. Verification Plan discretionary spending. DOE requires communities who apply and use EECBG al- Energy Saved located funds to report their energy efficiency savings and approach on a continual basis,during the 36-month grant Energy savings can be tracked in collaboration with the South- period.Once San Bernardino's goals have been identified, ern California Gas Company,and the public works or facilities we will work with the City to outline an Evaluation,Monitoring, management personnel responsible for the City operations in and Verification Plan that meets the transparency reporting terms of kWh/annum saved.On a technical level,power me- requirements set forth by the DOE for EECBG allocations and ters can be attached to the existing incoming mains and tied awards.Furthermore,this plan will assist the City in keeping into the building management system.The information that an organized and efficient approach to maintaining tracking they feed back to the Building Management Systems(BMS)is and reporting documentation that is essential to ensuring real time power consumption and can be trended/recorded successful implementation of EECBG funds (please see Op- over time.This also gives SoCalGas,and the user,a greater tional Task 4 for implementation information)of the following understanding of how and where energy is being used within a required items,at a minimum: facility-and creates a baseline for any rebates. • Jobs created/retained r r J • Energy saved • Renewable energy capacity installed s • Greenhouse gas emissions reduced I" ` • Funds leveraged Our past project experience indicates that many local govern- ments find it necessary to appoint either a Technical Advisory Committee(TAC)or City staff person whose objective is to maintain,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 Renewable Energy Capacity Installed could focus on local government operations where significant programs could be implemented to control and reduce Renewable energy capacity would be tracked in terms of kW energy costs. per technology type installed through the local utility provider (where appropriate),or through solar installers(rigorous Ongoing monitoring and reporting may also be conducted reporting requirements would be required for any project that through the implementation of tools whose standard is to received EECBG funding through the City). measure and verify energy consumption and efficiencies. For example,we worked with the City of Oceanside to utilize Funds Leveraged EPA's Portfolio Manager concurrently with its local utility EDAW AECOM will draw from national, statewide, regional, provider.This tool allowed the City to upload benchmark data and city-specific sources to identify additional funding sources through its local utility provider,and into the EPA's Portfolio beyond the EECBG for proposed projects.With the recent Manager that then generates a report based on its energy ef- political and fiscal climate,there are$456 million in solicited fiiciency efforts. funds that will be made available as part of the ARRA oppor- Informed by our past work with other local communities and tunities.These may include Clean Renewable Energy Bonds familiarity with local government standardization of these tools, (CREBs), Qualified Energy Conservation Bonds (QECBs), Residential Energy Efficiency Tax Credits, and Residential EDAW AECOM Ef EPAPLARY ENIOP.ONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 11 Jill L" { F� 3 Renewable Energy Tax Credits from the federal government. EECBG Funding Opportunity Announcement Attachments C We will also research the applicability of state tax credits,such and D,as well as the specific requests of the City,such as: as the Renewable Energy Tax Credit, Property Tax Abatement Measurable goals and objectives for Solar Electric Systems,and others. In addition, a number of local alternative energy and energy efficiency programs can Implementation plan be developed to create long-term finance mechanisms,includ- Expected outcomes and benefits ing district-level financing,on-bill financing,power purchasir;g ,Cooperation strategy(with adjacent municipalities) agreements with private vendors,and carbon offsets ceirtified through the Climate Action Registry and traded through volun- tary programs such as the Chicago Climate Exchange. - All products will incorporate graphics(e.g.,charts,diagrams, As part of this process,a finance plan would be developed and tables)to convey critical information in the most user- which will assess a range of parameters, including:grantee friendly manner feasible.The Draft EECS will be distributed eligibility,application timelines, competitiveness,and avail- to City staff for review following the agreed-upon schedule; ability of funds;and available financing terms and structures. further distributions(e.g.,stakeholder committee, public at The finance plan will conclude with an action plan for pursuing large,etc.)will be guided by staff. EDAW AECOM assumes identified funds,and opportunities for setting up structures that that all comments will be provided in a single consolidated set will allow the City to continue supporting proposed programs for response. beyond the duration of the financing/grant period. Prepare Final EECS 2 3 ; ,-art D:ar + ;m.q..' z'EGS Fn` S�I�')mittal to a-- EDAW AECOM will prepare a Final EECS for submission to f` DOE,which will meet all specific DOE requirements and will Generally,we have teamed that organization and efficiency is incorporate revisions confirmed from the Draft EECS.We will critical to developing a successful EECBG application given ensure that the final product accurately represents the City's the limited window of opportunity for the application process feedback and stakeholder comments,as appropriate. 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 a dAssurances.andDisclosures. Bernardino that tightly follows DOE requirements from the , , ,_• • • , • • , , . .. . F , EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 11-- EC � Ad Chi S C TASK 3.0 MUHIGIPAL GLINk&TE AGT[0[\1 F LAR 1 3.1 Establish GHG Inventory for Municipal Emissions AECOM will prepare a baseline year 2008 municipal GHG inventory for San Bernardino, using ICLEI'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 If certain components of the requested data are not available, • Streetlights and traffic signals AECOM will coordinate with City staff on alternatives for Bevel- • Water delivery facilities oping representative proxy data through assumptions. • Vehicle fleet • Transit fleet P1 ojectiolls • Power generation facilities AECOM will forecast the City's business-as-usual operational Solid waste facilities GHG emissions for year 2020. Our approach to estimating the City's projected municipal GHG emissions in future years • Wastewater facilities uses historical trends to establish a basis for measuring the • Other processes and fugitive emissions effectiveness of proposed reduction measures. Sources of information on projected and historical growth and consump- In addition, and based upon available information, indirect tion trends that may be relied upon to develop emissions emissions from electrical power consumption by City opera-,',' pera-, projections could include,but are not limited to, demographic tions will be included in the inventory. If desired, and based data from the California Department of Finance or the South- upon available information,the inventory may include indirect ern California Association of Governments(SCAG), con- emissions from City employee commuting. If desired,we will sumption data from the California Energy Commission(CEC) make a best estimate of commuting emissions based on the and Energy Information Administration (U.S. Department of data provided by the City. Energy),efficiency factors,energy consumption data from the Energy Information Administration,The Gas Company, and Urfa Collection Southern California Edison, California electrical utility Renew- able Portfolio Standard (RPS)requirements, and vehicle travel To support the GHG inventory, San Bernardino will supply activity data. 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- Our goal is to assist the City in selecting appropriate, de- close must meet the LGOP. fensible GHG reduction targets for its operations that would the goals• Buildings: Kilowatt hours and therms of natural gas per Ordeerr i S-3-05( e., reducing ng t tal statewide GHG emissionsttoe year consumed by City-owned and operated buildings. 1990 levels by 2020 and to 80% below 1990 levels by 2050). • Water:million gallons/year influent of City-owned/operat- Our recommendations will be consistent with guidance offered ed waste water treatment facilities and biological oxygen in the ARB AB 32 Scoping Plan which recommends that local demand(BOD)for each facility in milligrams/Liter jurisdictions achieve at least a 15 percent reduction in GHGs • relative to current conditions to support reductions needed at Streetlights/traffic signals:electricity consumed(KWh/yr) to operate streetlights and traffic signals the statewide level. Some cities are setting targets beyond this, of 25 and 30 percent. • City fleet vehicles: fuel consumed annually by City vehicles and/or annual vehicle miles traveled by City - - vehicle fleet. E _ • Employee commute: number of City employees • Waste(as applicable):tons of solid waste landfilled in City-owned/operated facilities ` •f ` ' ' r r « « • Aviation(as applicable):facility,ground support vehicles, and aircraft fuel usage and type (MMBTU/year) FIDAW AECOM E f.'.=1, .r t E FI','I R 0 14 f,!.E N TE. CITY OF SAN Ec-RNARDINO ENERGY EFFICIENCY CONSULTING 1 2 3.2 Gap Analysis (link to EECS Task 1.2) 3.4 Prepare Preliminary List of Implemen- This piece of work will essentially be a review and update of tation Measures (link to EECS Task 2.1) the work carried out for the Energy Efficiency Conservation AECOM will develop a preliminary list of CAP implementa- Strategy(EECS)to ensure the consultant team understands tion measures building from the EECS to meet City emissions the full range of existing activities in the City having an impact reduction goals.AECOM will prepare this preliminary list of on GHG emissions. potential reduction measures along with initial cost and benefit information as a starting point for the draft CAP.The list will We will identify a long list of Climate Action Plan(CAP)mea- be based on review of AECOM current lists of CAP measures, sures(beyond those established as short term priorities for the other community data sources, and best practices advocated EECS)that may be appropriate for City operations.Alongside by such organizations as the California Air Pollution Control this preliminary list we will also develop a set of initial criteria Officers Association(CAPCOA), the Attorney General, ICLEI, for prioritizing measures including GHG reduction potential, EPA Climate Communities, and best management practices cost to City, staffing levels required,ease of implementation, from other counties and cities throughout the nation. secondary beneficial impacts(such as local air quality im- provements), visibility,educational impact.The criteria will be Programs may include(but are not limited to): refined as a result of feedback from the public process. • Energy efficiency and conservation programs - - for City buildings and facilities r Development and implementation of transportation programs Green fleet management . . .list vyrApmensulvs • Commuting programs • ` ` ` ' Waste and recycling programs • Water efficiency • Green procurement Building codes and enforcement '• r Energy distribution technologies Ii I 1A Traffic signals and street lighting fi i . • Renewable energy technologies • Staff education programs • Dedicated energy/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 I , 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). s Given the current economic conditions, climate priority is likely 3.3 Hold Two Stakeholder Meetings to be given to actions that are a proven practice or comple- AECOM proposed two stakeholder meetings that will include ments,expands,or strengthens a program or policy already the stakeholder group formed for the development of the in place; the action is technically and logistically feasible in EECS. We recommend that this group act as a sounding the short term and the general steps required for implementa- board during the development of the municipal CAP and also tion can be defined. GHG reduction potential of the various as ambassadors to their respective departments/communi- measures will be identified as percent-reductions relative to ties.At these meetings,we will present the issue areas being the City's reduction target of achieving 1990 levels by 2020, covered by the CAP as well as review of the draft and final and potential costs of measures will be identified using a low- CAP documents. medium-high cost approach tied to their relationship to either the City's Capital Improvement Program or departmental - operating budgets. -o f F EUAY: AECOI✓ _I.'. L.SFr CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING i 3 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 of 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: ClIPW(;k 1. Clinmte Change and the City of Ciro 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 will ° 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 conservation objectives. citisl,ter �. N eFiirte GlgG Emissinrls !nv ar;ic,i, 3,6 Prepare Final Municipal Climate Action "Inc! ForecaEf:. Plan (CAP) This chapter will present a summary of the City's Municipal Following comments from the City and the Stakeholder group GHG emissions inventory and projections under a business as on the Municipal CAP,AECOM will prepare the final CAP. For usual scenario, and will describe the GHG reductions neces- budget purposes,AECOM assumes that no new information sary to achieve the City's adopted target will be raised in the comments that require substantive revi- sions to the CAP, and that comments received require only Chi ptF:i 3, GHG Emissions Redurflor, fdieasures, minor adjustments to or clarification of concepts contained within the draft. If the volume or complexity of the comments This chapter will describe the implementation measures nec- requires additional effort, an adjustment to the work plan and essary to reduce GHG emissions in the City and achieve the budget may be needed. reduction target. Each measure will be enforceable, include a timeline, describe costs and financing mechanisms,document Following public hearings,AECOM will prepare a Final CAP progress toward GHG reduction,job creation/retention,energy that incorporates appropriate revisions to the text of the Draft conservation,and deployment of renewable technology goals, CAP in consideration of all comments. and assign responsibility to relevant City agencies and departments. - ---. ,llr,l)t('I .. I':=-hCIIHk8fi:5 c"fiU This chapter will identify benchmarks,monitoring procedures and other steps needed to ensure the City achieves its GHG reduction, protection, and adaptation goals. b EUAI': PEG GRi ^�?, "r EFI`v F:l NI.'E 4?� CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING i 4 L-7 F� C �� A d d T&SK 4.0 C[TN-V7ME (COMMUK[TY {_ MLUV[C[PAL) CLEftrATE AZT[OK PL&fi 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: d�Y F • On-road transportation (based on vehicle miles traveled ,w+ and vehicle trip data to be supplied by the City's trans- portation consultant), Natural Gas • Energy(based on consumption data and fuel type to Residential, commercial, and industrial natural gas be supplied by the applicable utility provider), consumption (therms/year or MMBTU/year)from • Solid waste(based on total waste generation and local utility allocation to the various waste management agencies Solid Waste serving the City )> If available,tons of solid waste disposed of and Waste water(based on process information diverted(recycled) [biological and chemical oxygen demand)to be » Character of waste(e.g., paper, food, plant,wood) supplied by the City). » If City-specific data are not available,AECOM will as- AECOM may also include other sectors as identified peculiar ..sume national average factors for waste consumption to the City at the onset of this task. Where this information is Waste Water unavailable,AECOM will coordinate with the City to develop, Facility name(s) an alternative approach to developing this data.The purpose » Treatment type(s) (e.g., secondary, tertiary) of the inventory is to assist the City in targeting emission sectors for GHG reduction policies and plans, and measure Influent(million gallons per day) performance toward achieving the reduction target in the Ac- Influent biological oxygen demand(BOD)(mg/L) tion Plan.The majority of available data on GHG generation focuses on carbon dioxide(CO2).The emissions inventory will E111if Finlle Prnjeciinns. focus on COZ generation as a suitable indicator of overall GHG emissions, and will include contributions from other GHGs AECOM will forecast the City's business-as-usual operational where emissions data and calculation methodology is avail- GHG emissions for year 2020. Our approach to estimating able. Where possible,the emissions inventory will distinguish the City's projected municipal and community GHG emissions between contributions to the inventory from community-gen- in future years uses historical trends to establish a basis for erated emissions and City-controlled emissions(i.e.,facilities measuring the effectiveness of proposed reduction measures. over which the City has direct financial or operational control). Sources of information on projected and historical growth and Development of the emissions inventory will be based on consumption trends that may be relied upon to develop emis- sions projections could include, but are not limited to, demo- information, methodologies, protocols, and emission factors from the International Panel on Climate Change (IPCC), The graphic data from the California Department of Finance or the Climate Registry(TCR), ICLEI,and the U.S. Environmental Southern California Association of Governments(SCAG), con- Protection Agency(EPA). Other may include the California Cli- and Eon data from the California Energy Commission t of mate Action Registry(CCAR)and the California Air Resources and Energy Information Administration (U.S. Department of Board (ARB). Energy), efficiency factors, energy consumption data from the Energy Information Administration, The Gas Company, and City staff could provide assistance in obtaining the following Southern California Edison, California electrical utility Renew- information for the community-wide GHG inventory: 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 » Community-wide, local annual vehicle miles traveled would further the goals identified by the state in AB 32 and (VMT), not including pass-through VMT Executive Order S-3-05 (i.e., reducing total statewide GHG • Electricity emissions to 1990 levels by 2020 and to 80 percent below 1990 levels by 2050). Our recommendations will be consis- Residential, commercial, and industrial electricity tent with guidance offered in the ARB AB 32 Scoping Plan consumption (KWh/year)from local utility 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. ECAYO AECOM �e¢,.,FL,4�'r Chl'dIR Old f.ih UT' CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING i 5 EEpp � ,7 v3 _ 7 - i` E S 4.2 GAP Analysis (link to EECS Task 1.2) 4.3 Inclusive Stakeholder+ public Process 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 AECOM will develop content for a CAP section of the San Ber- Plans, in addition to the work done for the EECS (at this point nardino website so that it is an effective communication tool provisionally identified as the AB811 district and TOD over- about the CAP. It will contain materials relating to meetings, lay).This task would include liaison with the County and other links tathe on-line survey etc.AECOM will manage content for appropriate regional agencies as well as desk top revie\N of the pages throughout the project and the website will provide a existing plans and policies across the main sectors of resides- repository and clearinghouse for all project documentation. tial, commercial/industrial,waste,transportation, and land use such as green building standards.The review will also incor- Email blasts with website links will be conducted at the time porate an assessment of efficacy of the outreach/communi- of the page launch and when significant new files are posted cation channels being used for those policies. Interviews with throughout the project. City staff and regional agencies will help clarify the successes and failures of these policies and identify associated lessons learned for the CAP, • r.r• .e -i r r e r We will identify a long list of measures that may be appropri- r r .r r r • r r ate for San Bernardino. Having carried out this exercise for _ a number of other CAPs within in the California, considering r r• _ r ` r best practices advocated by such organizations as the Califor- nia Air Pollution Control Officers Association (CAPCOA),the r r r r •r Attorney General, ICLEI, and ABAG we are positioned to do this in an efficient and swift manner. rViedia Out'leach Alongside this preliminary list we will also develop a set of initial criteria for prioritizing measures including GHG reduc- This subtask combines traditional media outreach to local tion potential, cost to county, cost to residents/businesses, Papers, such as the Inland Empire Weekly, Press Enterprise, staffing levels required,ease of implementation, secondary and San Bernardino County Sun, and innovative new methods beneficial impacts(such as local air quality improvements), of social networking, such as Facebook. We will work with City visibility,educational impact.The criteria will be refined as a staff to prepare a media strategy that fully conveys information result of feedback from the public process. 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 r is to highlight the CAP and create simple, informative,and educational material. r •• f i r f l r r E 11 A AE C 0 P., �., f'F'L.=.. CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 6 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. sl e 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 W 111 ? and/or cell phones,and have time to visit websites.AECOM will use Facebook(and/or other social networking media)to ` keep users informed of the CAP and upcoming workshops and hearings. Community Meeting#1: It is suggested that the first meeting should occur in the new year and will include provide back- Community Groups.Those groups known to the City and to ground on why San Bernardino is developing a CAP and with AECOM will be contacted both with the survey and details of progress to date,with examples of the types of measures that the public forums. could be included.A key objective will be to promote input into the plan.The workshop will focus on getting participants engaged in the conversation. In addition to the comments r received at the workshop, comments from people who can't •' r - attend the meeting will be solicited and encouraged;an opt- lists r in e-mail list of interested parties will 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 host8d 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) .5 Online Survey Community Meeting#2.The second meeting will be con- AECOM will create an easily understood, effective online sur- ducted once a draft CAP has been completed. It will follow a vey as a component of the project website.The goal will be to similar 2 stage process to allow for a presentation of the draft survey as many people as possible,making them aware of the CAP and proposed strategies, followed by an opportunity for survey through advertisements in newspapers, in stakeholder community members to provide feedback on specific mea- meetings, and on the website.AECOM will draft the survey, sures proposed within the plan. including questionnaire design and refinement, conducting quality control checks throughout the data collection period, r c processing and analyzing survey results, and preparing and presenting a summary of the findings. c r x.3.4 Conduct CamnWwtity [JieetirtgS (2) AECOM recommends a combination"open-house"and"town- I f f f hall meeting"format for the meetings, lasting approximately two(2)hours. The first portion of the workshop will consisted of an overview Fold Four'Stafceiricleler l'ieetings presentation and facilitated question and answer session.The AECOM will also coordinate with the stakeholder group second portion will allow participants to visit up to three (3) formed for the development of the EECS who we recommend "stations"describing groups of related GHG reduction mea- also to act as sounding board during the development of the sures, along with the rationale for their recommendation, effec- CAP and also as ambassadors to their respective communities tive contribution toward the GHG reduction target, economic in addition to the public meetings. These meetings will also trade-offs,and associated day-to-day lifestyle changes. Op- presentation of the key issue areas being covered by the CAP portunities for one-on-one dialogue with staff and consultants as well as review of the draft and final CAP documents. 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" s j displays that can be assembled at City buildings, public librar- ies, community centers or other public spaces to encourage - further input. EDAY1 AECOM E EI.'FLi,r, En!','I R0111.1E1JIS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 7 4.4 Prepare Preliminary List of Implementa- 4.5 Prepare Draft Citywide Climate Action tion Measures (link to EECS Task 2.1) Plan (link to EECS Task 2.2) AECOM will develop a preliminary list of CAP implementation AECOM will complete an Administrative Draft CAP for City measures to meet City emissions reduction goals.AECOM will staff and public review. Prior to preparing the draft,AECOM prepare this preliminary list of potential reduction measures will provide the City with a detailed annotated outline of the along with initial cost and benefit information as a starting proposed contents of the CAP for review and approval.The point for the draft CAP. It will include any community measures CAP's primary objective will be to reduce total greenhouse gas that form part of the EECS.The list will be based on review of emissions in the City.At the same time,the CAP will provide AECOM current lists of CAP measures, other community data an overview of economic growth opportunities afforded by sources, and best practices advocated by such organizations climate actions, and available funding options and financing as the California Air Pollution Control Officers Association strategies. (CAPCOA),the Attorney General, ICLEI, and best manage- ment practices from other counties and cities throughout the The CAP will make substantial use of graphics, including nation. charts, diagrams, and tables to convey key information. The document will convey reduction measures along with associ- Consistent with SB 375 requirements,AECOM will propose ated costs, benefits, implementation strategies,and forecasted policy options to reduce VMT, based on traffic analysis of trip reductions, incorporating only a minimal amount of back- ends, and VMT within City-responsible areas, as noted in Task ground information. 1.2. We will also evaluate land use tools available reduce VMT and GHG emissions from the transportation sector. CAP Chapters will be provided to City staff for review prior to publication of the public review draft We propose that the draft Our approach will look at programs that may include: CAP be organized as follows: • Building energy audits • Financial incentive programs Chapter 1. Clin>afe Change and the City of S8lt EP.i"nu{'i7lrl0 • Energy efficiency and conservation programs for City buildings and facilities The first chapter of the CAP will outline the City's rationale • Development and implementation of and motivation for addressing climate change and developing transportation programs and implementing the CAP.The chapter will provide a brief overview of the science behind climate change,describe the Building codes and enforcement potential impacts climate change may create in San Bemar- • Energy distribution technologies dino,outline state policy mandates to reduce GHG emissions, • Traffic signals and street lighting and review the economic and energy conservation objectives. • Renewable energy technologies =ilP,l�fr:l L. F'F'cfll[nE:� [~HG F111i�Sibns Ir;l�i;n{Cr1r Local foods programs �.nd Forecast • Improving urban forestry • Encouraging water sensitive design practices In this chapter, the City will present a summary of the GHG within new development; emissions inventory and projections under a business as usual scenario, and will describe the GHG reductions necessary to • Public education programs achieve the City's adopted target • Modifying City service provision practices • AB 811 District formation C:h�.pter 3. GHG Ernissicns Reduction Itieasurrs • TOD Overlay District This chapter will describe the implementation measures nec- essary to reduce GHG emissions in the City and achieve the Based on feedback from the public consultation process and reduction target. Each measure will be enforceable, include in consultation with Staff,we will prepare a list of prioritized a timeline, describe costs and financing mechanisms,docu- reduction measures for the draft CAP along with more detailed ment progress toward GHG reduction,job creation/retention, cost and benefit information including co benefits of measures energy conservation, and deployment of renewable technol- such as criteria pollutant reduction,other quality of life benefits ogy goals, and assign responsibility to relevant City agencies (such as reduction in traffic congestion). Given the current and departments. economic climate priority is likely to be given to actions that are a proven practice or complements, expands, or strength- r ` ens a program or policy already in place;the action is techni- cally and logistically feasible in the short term and the general This chapter will identify benchmarks, monitoring procedures steps required for implementation can be defined. GHG reduc- and other steps needed to ensure the City achieves its GHG tion potential of the various measures will be identified as reduction, protection, and adaptation goals. percent-reductions relative to the City's 30 percent reduction target of achieving 1990 levels by 2020, and potential costs of measures will be identified using a low-medium-high cost ap- proach tied to their relationship to either the County's Capital •r e - • - - , ,F Improvement Program or departmental operating budgets. I EOAW AECOM ci:EC,FL-.rr L-i,jv I R O N Fn E f I TC CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING i 8 1 i r -I MIr _may i�:. f . ky K -....> - aS. E 4.6 Prepare Public Review Draft Citywide 4.7 Prepare Final Citywide Climate Climate Action Plan Action Plan Following receipt of City staff comments,AECOM will make At the conclusion of the public review period on the Draft CAP, revisions to the Administrative Draft CAP to produce a Public AECOM will provide a brief summary characterization of the Review Draft Citywide CAP.AECOM assumes a single set of nature of public comments for staff consideration prior to pre- consolidated staff comments on each chapter of the adminis- paring the Final Citywide CAP. trative draft will be provided.AECOM assumes that City staff will develop an appropriate distribution list, and circulate the For budget purposes,AECOM assumes that no new informa- Draft Citywide CAP to the public,applicable agencies, and tion will be raised in the comments that require substantive interest groups. revisions to the CAP, and that comments received require only minor adjustments to or clarification of concepts contained AECOM recommends a 30-day formal public review period within the draft. If the volume or complexity of the comments during which comments on the Draft CAP will be accepted. requires additional effort, an adjustment to the work plan and budget may be needed. r Following public hearings,AECOM will prepare a Final City- t `" < << wide CAP that incorporates appropriate ppropriate revisions to the text of - the Draft CAP in consideration of public comments. EDAI't AECOM c..E i,.PLOP r EHV I R ON M C NI z 'a o 0 cc li M C a) 0 06 U) 0 - -d O E ca .0 0 —'n 0 co E cn U m a) E m qr 0 C 75 0 .0 E m -6 0 cm .0 Pi m W 0 C a) CD Z 2 4m= =r- m W m c 0 -0 W 0 0 U U—) —fJ) < C CD O) w 5 -0 0 cE -00 -a=0 ccnL E t5 C 0 -2� (D a m E u) o = u) 0 2 E M 0 0 w o -r- C: co co ,0 n Q.-O cu ,> to E m !D — r' Cl 0 0 Q .— o to fn L ' 0 F m U) - 0 - c 0 0 0-.LD a) 0 m o 0 U mj 5 0):s coo- E 'ac) m C CM m O a) (D a) C 2 f r (D .!n > L) = a) 2 0 E 0 < n L) ui m W m <ui < E -c a a) a) (D w E > — > OmO>,—O =mw to m m C50 a a) co m -0 a) o t L) CM a E (D L) — 06— a) co 6 'D = ca c E -E; m c U) > E E (D 0 = cc 0 0 (D E ° E o (D a - u L) C -0 a) 0 A2 w U = > > 0 M 0 -C C a) a) co .2 U cu c 'a, .2 1. Lu r '2 .9 0. iO E-� 9 E 0 E m m cn Lu C 0 0 r co (D (D 0 o CD E 'aD) cc Lm) —0 E E o O S? o Lu cn + r .2 o a a) o ;5 t; 0. o o E > �; < 0 — =s 0 CY) w a) 0) c a) a) Lu E u) r E c a) c, L, m cm 0 E y 0 0 -0 t5 t + z z z V5 -0 E 02 -a) 0 uj 0 0 0 > >c > a) c a) 6 m g 8 E 0 8 -— 6. u Z uj P: P a) E w IL IL IL v) o 0 0 (L LU o a) a) 0 u f Y EL v o te Lu Lu (A N tfi w EQowm PROFESSIONAL SERVICES AGREEMENT 1 2 This Agreement is entered into this 2"d day of November, 2009 by and between 3 AECOM Technical Services, Inc. ("CONSULTANT") and the City of San Bernardino 4 ("CITY" or"San Bernardino"). 5 WITNESSETH: 6 WHEREAS, a requirement for jurisdictions receiving over $250,000 is the 7 8 development of an Energy Efficiency & Conservation Strategy to create an implementation 9 plan for achieving the goals and objectives, including new programs and/or projects funded by 10 the EECBG Program; and 11 WHEREAS, the EECBG Program received $3.2 billion in nationwide funding; of that, 12 the City of San Bernardino is eligible to receive a direct allocation of$1,954,000, and 13 WHEREAS, The City of San Bernardino is eligible to use up to $250,000 of the 14 allocated grant funds to hire a consultant to develop the Energy Efficiency & Conservation 15 16 Strategy; and 17 WHEREAS, the Mayor and Common Council have determined that it is advantageous 18 and in the best interest of the City of San Bernardino to engage a professional consultant to 19 develop the Energy Efficiency & Conservation Strategy; and 20 WHEREAS, it has been determined that CONSULTANT is the most qualified to 21 perform said services and that CONSULTANT warrants that they are qualified and will 22 23 perform the work in a timely fashion. 24 NOW,THEREFORE, the parties hereto agree as follows: 25 1. SCOPE OF SERVICES 26 For the remuneration stipulated, San Bernardino hereby engages the CONSULTANT to 27 provide those services as set forth in Attachment "A", which is attached hereto and 28 incorporated herein by this reference. 1 PROFESSIONAL SERVICES AGREEMENT 1 2 2. COMPENSATION AND EXPENSES 3 a. For the services delineated above, the CITY shall pay the CONSULTANT an amount 4 not to exceed $152.550. 5 b. Upon request by the City Manager, CONSULTANT may perform the additional work 6 needed, as described in the Scope of Services (Attachment "A") of the Agreement, for the 7 creation of a climate action plan: the total cost for these additional services will not exceed 8 9 $97,100. 10 c. In no case shall the total cost of the services delineated above exceed $249,650,. No 11 other expenditures made by CONSULTANT shall be reimbursed by CITY. 12 3. TERM 13 The services set forth in Attachment "A" shall be for a period of 24 months, 14 commencing on November 2. 2009, and terminating on November 1. 2011, unless previously 15 16 modified, amended or cancelled by the written mutual consent of both parties. 17 This Agreement may be terminated at any time by thirty (30) days written notice by 18 either party. 19 4. INDEMNITY 20 CITY agrees to indemnify and hold harmless CONSULTANT, its officers, designated 21 agents and volunteers from any and all claims, actions, or losses, damages and/or liability 22 23 resulting from CITY's negligent acts or omissions arising from the CITY's performance of its ` 24 obligations under the Agreement. 25 CONSULTANT agrees to indemnify and hold harmless the CITY, its officers, 26 designated agents, and volunteers from any and all claims, actions, or losses, damages, and/or 27 liability resulting from CONSULTANT's negligent acts or omissions arising from the 28 CONSULTANT's performance of its obligations under the Agreement. 2 PROFESSIONAL SERVICES AGREEMENT 1 2 In the event the CITY and/or the CONSULTANT is found to be comparatively at fault 3 for any claim, action, loss, or damage which results from their respective obligations under the 4 Agreement, the CITY and/or CONSULTANT shall indemnify the other to the extent of its 5 comparative fault. 6 5. INSURANCE 7 8 While not restricting nor limiting the foregoing, during the term of this Agreement, 9 CONSULTANT shall maintain in effect policies of comprehensive public, general and 10 automobile liability insurance, in the amount of $1,000,000.00 combined single limit, and 11 statutory worker's compensation coverage, and shall file certificates evidencing coverage with 12 the CITY'S Risk Manager prior to undertaking any work under this Agreement. CITY shall be 13 set forth as an additional named insured in each policy of insurance provided hereunder. The 14 Certificate of Insurance furnished to the CITY shall require the insurer to notify CITY of any 15 16 change or termination in the policy. 17 6. NON-DISCRIMINATION 18 In the performance of this Agreement and in the hiring and recruitment of employees, 19 CONSULTANT shall not engage in, nor permit its officers, employees or agents to engage in, 20 discrimination in the employment of persons because of their race, religion, color, national 21 origin, ancestry, age, mental or physical disability, medical condition, marital status, sexual 22 23 gender or sexual orientation, or any other status protected by law. 24 7. INDEPENDENT CONTRACTOR 25 CONSULTANT shall perform work tasks provided by this Agreement but for all intents 26 and purposes, CONSULTANT shall be an independent contractor and not an agent or 27 employee of the CITY. CONSULTANT shall secure, at its expense, and be responsible for any 28 and all payment of Income Tax, Social Security, State Disability Insurance Compensation, 3 PROFESSIONAL SERVICES AGREEMENT 1 2 and all payment of Income Tax, Social Security, State Disability Insurance Compensation. 3 Unemployment Compensation, and other payroll deductions for CONSULTANT and its 4 officers, agents, and employees, and all business licenses, if any are required, in connection 5 with the services to be performed hereunder. 6 8. BUSINESS REGISTRATION CERTIFICATE AND OTHER REQUIREMENTS 7 8 CONSULTANT warrants that it possesses or shall obtain and maintain a business 9 registration certificate pursuant to chapter 5 of the Municipal Code, and any other license, 10 permits. qualifications, insurance and approval of whatever nature that are legally required of 11 CONSULTANT to practice its profession. 12 9. NOTICES. 13 Any notice to be given pursuant to this Agreement shall be deposited with the United 14 15 States Postal Service, postage prepaid and addressed as follows: 16 TO THE CITY: City Manager's Office 300 North"D" Street 17 San Bernardino. CA 92418 Phone: (909) 384-5122 18 TO THE CONSULTANT: Eric Wilson 19 AECOM Technical Services, Inc. 20 150 Chestnut Street San Francisco. CA 94111 21 10. ATTORNEYS' FEES 22 In the event that litigation is brought by any party in connection with this agreement, the 23 prevailing party shall be entitled to recover from the opposing party all costs and expenses. 24 including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of 25 y its rights or remedies hereunder or the enforcement of any of the terms, conditions or 26 27 provisions hereof. The costs, salary and expenses of the City Attorney and members of his 28 4 PROFESSIONAL SERVICES AGREEMENT 1 2 office in enforcing this Agreement on behalf of the City shall be considered as "attorneys' fees" 3 for the purposes of this paragraph. 4 11. ASSIGNMENT 5 CONSULTANT shall not voluntarily or by operation of law assign, transfer, sublet or 6 encumber all or any part of the CONSULTANT's interest in this Agreement without CITY's 7 8 prior written consent. Any attempted assignment. transfer, subletting or encumbrance shall be 9 void and shall constitute a breach of this Agreement and cause for the termination of this 10 Agreement. Regardless of CITY"s consent. no subletting or assignment shall release 11 CONSULTANT of CONSULTANT's obligation to perform all other obligations to be 12 performed by CONSULTANT hereunder for the term of this agreement. 13 12. VENUE 14 The parties hereto agree that all actions or proceedings arising in connection with this 15 ` 16 Agreement shall be tried and litigated either in the State courts located in the County of San 17 Bernardino, State of California or the U.S. District Court for the Central District of California, 18 Riverside Division. The aforementioned choice of venue is intended by the parties to be the 19 mandatory and not permissive in nature. 20 13. GOVERNING LAW 21 This Agreement shall be governed by the laws of the State of California. 22 23 14. SUCCESSORS AND ASSIGNS 24 This Agreement shall be binding on and inure to the benefit of the parties to this 25 Agreement and their respective heirs, representatives, successors, and assigns. 26 27 28 5 PROFESSIONAL SERVICES AGREEMENT 1 2 16. SEVERABILITY 3 If any provision of this Agreement is determined by a court of competent jurisdiction to 4 be invalid or unenforceable for any reason, such determination shall not affect the validity or 5 enforceability of the remaining terms and provisions hereof or of the offending provision in any 6 other circumstance, and the remaining provisions of the Agreement shall remain in full force 7 and effect. 8 9 17. REMEDIES; WAIVER 10 All remedies available to either party for one or more breaches by the other party are 11 and shall be deemed cumulative and may be exercised separately or concurrently without 12 waiver of any other remedies. The failure of either party to act in the event of a breach of this 13 Agreement by the other shall not be deemed a waiver of such breach or a waiver of future 14 15 breaches, unless such waiver shall be in writing and signed by the party against whom 16 enforcement is sought. 17 17. ENTIRE AGREEMENT; MODIFICATION 18 This Agreement constitutes the entire agreement and the understanding between the 19 parties, and supersedes any prior agreements and understandings relating to the subject manner 20 of this Agreement. This Agreement may be modified or amended only by a written instrument 21 executed by all parties to this Agreement. 22 23 24 /// 25 26 27 28 6 PROFESSIONAL SERVICES AGREEMENT 1 2 IN WITNESS THEREOF, the parties hereto have executed this Agreement on the day and 3 date set forth below. 4 5 6 Date: November_, 2009 CITY OF SAN BERNARDINO 7 8 By. Charles E. McNeely 9 City Manager APPROVED AS TO FORM: 10 i1 12 James F. Penman 13 City Attorney 14 15 16 Dated: November , 2009 AECOM Technical Services, Inc. 17 By: 18 Eric Wilson 19 Vice President 20 21 22 23 24 25 26 27 28 7 Exemplary Environments A ".r 1. � � 1 cif�('y w�,�,�► �.r! •I� , , .t��to !/ �►►`� w.r3'/' +.�. .�y'�1 i �;. •,y Ir��, - 6 _ ' F Be r ` F1 y ' Till .� tea°`_� :. - " - V'•'+'�� -� 4' r ; Proposal prepared for: City of San Bernardino,California September 22,2009 RFP F-10-0? Energy Efficiency Consult City of San Bernardino, Finance Department Purchasing Division Bid Documents to Be Returned RFP F-10-02 Energy Efficiency Consultant ® Title Page ® Cover Letter/ Letter of Introduction ® Project Approach ® Project Staffing ® Vendor Qualifications and Project Experience ® References ® Firm Fixed Price Proposal Vendor Form ® Authorized Binding Signature(s) ® Proof of Insurance ® Addendum Received (City Form) IV Forms ® Non-Collusion Affidavit (City Form) IV Forms ® Listing of Proposed Subcontractor (City Form) Iv Forms ® 60 Day Minimum Proposal Validity Statement III Additional Requirements, VI General Specifications#4 ® Copy of Manufacturer's and/or dealer warranty and/or guarantee (if applicable) vl General Specifications#10 Copy of Contractor License VI General Specifications#35 ® Offeror(s) are requested to submit this checklist completed with all bid documents. 3 EDAW AECOM 150 Chestnut Street,San Francisco,California 94111 T 415.955.2800 F 415.788.4875 www.edaw.com September 22,2009 City of San Bernardino Finance Department 300 N. D Street,4th Floor San Bernardino,CA 92418 RE: Energy Efficiency Consultant for the City of San Bernardino Dear Ms.Morrow, EDAW AECOM is pleased and excited to submit the following proposal for professional services to assist the City of Bernardino to prepare an Energy Efficiency and Conservation Strategy, pursuant to requirements of the federal Energy Efficiency and Conservation Block Grant program. Through EDAW AECOM's broad expertise(energy specialists, planners,designers,economists,engineers,air quality scien- tists,and outreach experts)and project experience in San Bernardino,we can tailor our services and project team to respond to the specific needs of the City. Importantly,we retain all of this knowledge within one firm and under one project management team,creating significant efficiencies for the City of San Bernardino to deliver its EECS submittal within 120-days of receiving its EECBG grant allocations. Leveraging the opportunity provided by the EECS and its available funding to complete a sustainability action plan that moves San Bernardino toward compliance with California's AB 32 and SB 375 requirements is a smart,strategic use of EECBG resources that EDAW AECOM is uniquely qualified to deliver. WHY AECOM? Innovative Approaches to Energy We seek out the most appropriate and best-practice solutions to the complex challenges of our time on each and every project. For example,our proprietary planning tool:Sustainable Systems Integrated Model(SSIM)has an energy-specific component, SSIM Energy(SSIMe)that facilitates the holistic and high-level evaluation of building level energy efficiency measures, renewable energy options and district systems. It allows the energy reduction potential of different building options to be analyzed and provides ballpark guidance of the associated costs and payback periods for implementing such measures. Local Experience and Knowledge EDAW AECOM team members have been working together for over a year on Climate Action Plan efforts in cities and counties throughout California.Sarah Spencer-Workman,our EECBG Technical Specialist,has dedicated her recent professional practice to the ins and outs of federal funding requirements and maximization.Three members of our proposed team have recently been working with the City of San Bernardino on the Downtown Vision Plan and related components;our economics team(Alexander Quinn and Laura Cacho)also bring significant experience in affordable housing planning and development throughout California. EECBG Expertise Our full-service firm provides clients with in-house sustainable economics and greenhouse gas analysis,and energy efficiency practices;of note,our air quality specialists developed the GHG quantification methodology for the state of California.Members of our team have supported several EECBG application processes,working with local governments to think comprehensively(at the municipal and community-wide level)about energy conservation strategies and their relationship to a broader sustainability vision. We would be happy to talk with you further regarding our experience,and greatly appreciate your consideration of our proposal. If you have any question, please contact me directly at(415)955-2800. Yours Ponham-Carter, _C'12_JU Claire LEED AP Principal-in-Charge EDAr1 AECON' E,_,., Contents 1. Firm Identification 2. Statement of Understanding ; R 3. Project Staffing 4. Work Plan (Approach) r 5. Qualifications and Experience/ References 6. Why EDAW AECOM . 7. Required Forms APPENDIX r Resumes '' Additional Projects < SEPARATE CODER a ' . Cost of Services/ Price Form (Authorized Negotiators) �4 Y' , CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 1 EDAW AECOM '• • ` } Established in San Francisco in 1939, EDAW AECOM is an interdisciplinary planning,design,environment,and eco- nomic consultancy with 70 years of experience addressing complex challenges in built, natural, and social environments worldwide.We have an established culture of innovation in resource management,community planning,and environmen- tal compliance work.Our staff is expert in municipal planning, climate action plans,cost-benefit and life cycle analysis, s greenhouse gas analysis and mitigation,and sustainable plan- ning and design. EDAW AECOM has several offices through- out California,including Los Angeles,Orange,and San Diego. Part of the global AECOM family since 2005,we expand our interdisciplinary approach by partnering with AECOM Design thousands of dollars and tons of carbon in the process.Key and other AECOM companies to generate solutions that members of the energy efficiency group are based in the integrate exemplary environments,architecture,design and Orange, CA office and will leverage their extensive local engineering of high-performance buildings,transportation knowledge to provide targeted project support to the team and systems, and implementation management at all stages. the City. AECOM, IN SUMMARY Upon the passage of California's AB 32, EDAW AECOM's As a worldwide corporation,each AECOM division and office California offices immediately initiated projects to help our works seamlessly with the other,ensuring our clients the most local and state government,water districts,resource manage- qualified teams and the highest efficiencies for each unique ment agencies,and private development clients respond inno- project.Between the AECOM offices proposed for this effort, vatively to the climate change challenge.We developed GHG we have in-house staff expertise in the following areas: quantification methodologies that have been used in landmark . Policy development and implementation documents,such as CAPCONs Climate Change and CEQA, and the Bay Area Air Quality Management District's proposed • Sustainable economics and fiscal issues GHG significance thresholds.We have been involMed in the Climate Action Plans heart of statewide dialogue about incorporating GHG analysis • Energy conservation strategies and climate change impacts in CEQA and comprehensive • Sustainability policy development planning processes,including S6375.We are currently writ- • Expertise in AB32,SB375,other CA-specific legislation ing climate action plans for multiple cities in California,often • Energy auditing(ASHRAE and LEED EBOM) integrated into general plan updates.Our in-house sustainable . PG&E Energy Savings By Design economics team also has experience assessing policy impacts . Commissioning management relating to workforce needs and local economic development . Advanced energy modeling for a range of project types(solar initiative job generation, labor linkage business plans,and LED feasibility analysis and • Building integrated renewable energy financing strategy.) Climate change vulnerability and resiliency • Cost-benefit and cost effectiveness analysis for pollution EDAW AECOM also has extensive local knowledge in San reduction measures Bernardino based on our involvement in several recent efforts. • GHG impact analysis and inventory development Alexander Quinn,Laura Cacho,and Guarav Srivastava have • Carbon-reduction strategies each contributed to the City's Downtown Vision and Action • Public outreach and stakeholder engagement Plan,working with the City's Economic Development Agency. . CEQA and NEPA compliance EDAW AECOM is also planning the 42-acre mixed-use Civic Center and helping reposition the former Carousel Mall in the TEAM COORDINATION City's downtown core as part of the revitalization strategy. Members from EDAW AECOM's San Francisco,Los Angeles, AECOM DESIGN and Irvine offices already collaborating on other San Bernar- dino(City and County)projects are included on our proposed Building on its 75-year history,AECOM Design provides team for the City's Energy Efficiency work.We are also includ- complementary architecture,building engineering,and ing members from our Sacramento and Orange offices who management processes to generate truly holistic and are currently working together on similar energy efficiency sustainable solutions.Its advanced architecture and building projects throughout the State. Please see the back cover of engineering teams provide commissioning management, this proposal for each office's individual contact information. building forensics and optimization,and energy auditing to a variety of public and private sector clients,saving them EDAW AECOM EY.EMFLARYENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 2 z PROJECT UNDERSTANDING The Energy Efficiency Conservation Block Grant(EECBG) grant dollars, and other available public and private funding, offer a unique opportunity for local governments,such as the City of San Bernardino,to connect with federal assistance for implementing energy planning programs and policies in need _ of financial support.The City of San Bernardino has been al- ;I located a direct formula EECBG grant($1,900,000)and now seeks consultant assistance to prepare an Energy Efficiency and Conservation Strategy(EECS)that will ensure the most effective implementation of the funds towards providing lasting environmental and economic benefits for the City. Targeting energy efficiency and conservation is the cheap- EDAW AECOM believes that San Bernardino is well posi- est,cleanest,and fastest way to reduce energy use for both the City and the larger community.'In addition to financial and tinned for a successful EECS/EECBG process.The City environmental benefits, reduced energy use can improve (along with 9 others)is part of the Southern California Edison air quality,decrease fixed household and business costs, Community Energy Partnership,which will be especially help- increase discretionary income, reduce fossil fuel reliance, ful with its efforts in residential and small commercial catego- ries,and with the public awareness and education necessary decrease traffic congestion, improve pedestrian networks, improve public health,extend the life of existing infrastructure to achieve program success.Notably,the City is beginning b to showcase its energy leadership,having retrofitted several y freeing-up capacity for future development,and maintain efficiency,the EECS municipal facilities to capitalize on its geothermal resources to federal funding. In addition to energy e reduce energy use and associated costs.San Bernardino also should develop lasting policies and programs that will support compliance with A632 and SB375.The EECBG and enabling encourages alternative energy by waiving building permits for EECS are crucial tools(along with the City's current Green- the installation of solar panels and by providing a natural gas house Gas[GHG] Emissions Inventory)for providing guidance fueling station.Residential building energy efficiency retrofits /o are likely to be an important part of the plan as well,as 52 of in addressing these challenges;we understand the importance of capitalizing on this timely federal support to realize viable San Bernardino housing units were built before 1970,before solutions for San Bernardino. the impact of California's energy code(Title 24)could be felt. The Department of Energy(DOE)considers the local imple- San Bernardino is also in the process of revitalizing its down- mentation of EECBG funds successful if they are leveraged to town,which will provide ample opportunity and inspiration meet the objectives of the EECS.The work program helps es- for incorporating energy efficiency strategies along the way. As further discussed in Section 05 of this proposal,EDAW tablish short-term programs and along-term vision for energy use and sustainability in the city;DOE uses five specific met- AECOM is currently working with the City on its Downtown rics for measuring the success of the EECBG grant process Vision and Action Plan as well as two of the initial spin-off and future use of grant dollars: projects.Working together,we will be able to leverage the great strides the City has already made towards further • Jobs created and/or retained securing its sustainable future. • Energy saved • Renewable energy capacity As described throughout this proposal, EDAW AECOM is ideally suited to assist the City in the preparation of its EECS. • GHG emissions reduced Focusing on implementable strategies and action items,we • Funds leveraged will provide clear direction for a range of energy efficiency op- portunities San Bernardino can feasibly accomplish.Between Critical to reporting will be setting a baseline database and our sustainable economics group,climate change experts,and tracking program to report back to DOE on the City's efforts. building engineers,the EDAW AECOM project approach and EDAW AECOM provides the technical team to set up the team composition will ensure that we shall meet,and exceed, reporting system and develop a clear inventory of current the City's expectations.Throughout the process, EDAW conditions to track progress. AECOM's project management team will track and maintain the schedule and budget to deliver an effective EECS that We understand that the City needs an EECS that will have meets the critical 120-day time constraint,as well as the DOE significant economic impacts, particularly to job generation. requirements.We would appreciate the opportunity to review San Bernardino's unemployment rate(August 2009)is 18.5%; the paperwork that San Bernardino has/will submit to the California's is 12.1%.The City's 2007 median HH income was DOE to secure its funding, in order to ensure that our scope $41,755 while the County's is$56,428(25%below poverty; matches appropriately.We also recommend identifying a point CA= 13%).With 34%of San Bernardino residents(CA=20%) person(within the City)to liaise with FEDConnect throughout having less than a high school education,there is also likely the process to facilitate the delivery of the EECS on time. need for job training. EDAW AECOM EXEHPLAP, 'Eh VIRONUENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 3 Claire Bonham-Carter, LEEDAP Gaurav Srivastava,AICP EECBGt Ener93rEfffciepcy,. Sustainabre� Sarah Spencer- Alastair MacGregor, Alexander Quinn Climate Change/ Vishal Bhargava, Workman,LEED AP LEED AP Laura Cacho, LEEDAP Air Quality Specialists LEED AP Donald Tran, LEED AP Honey Walters Lisa Fisher,AICP, LEED AP Andrew Bickerdyke, Heather Phillips LEED AP OUR TEAM APPROACH EDAW AECOM assembles the most knowledgeable and effi- cient project team possible for each and every project we work on. For the City of San Bernardino,our group of dedicated Based on the requested scope of work,we have organized professionals are passionate about tackling climate change the technical team into five disciplines:EECBG Administration, and have substantial experience with various planning efforts EEC Strategies,Sustainable Economics,GHG Analysis,and throughout California.The following section provides a brief Sustainable Planning and Outreach(please see organizational overview of our team's structure and expertise. Full resumes chart above). Each includes an expert advisor to work closely for all proposed staff are provided in the proposal Appendix. with the team,providing guidance and oversight,especially on any complex issues that may arise during the process.Sarah Spencer-Workman, LEED-AP,will serve as a the team's EECBG Technical Specialist.Her breadth of work with both This project team will be led by two highly experienced experts private,public,and community leaders in developing energy in the realm of sustainable and environmental planning.Pro- efficiency programs as implementable pursuits is an invalu- posed Principal-in-Charge,Claire Bonham-Carter,LEED-AP, able asset.Alastair MacGregor,an engineer,has extensive is EDAW AECOM's Director of Sustainable Development. energy auditing experience and has saved clients thousands Building on her extensive technical background,Claire has of dollars through energy efficient retrofits.Alexander Quinn, spent the last several years contributing to US-based design who leads the firm's sustainable economics practice,brings and construction projects for a range of private and public sec- more than ten years of planning and economic analysis expe- tor clients, including local,regional,and federal government. rience.He specializes in urban regeneration(economic and Working both at a strategic and implementation level,she community development,housing,and public finance),and has advised cities from San Francisco to Seattle on develop- is currently also working on the San Bernardino Downtown ing implementable and cost-efficient sustainable frameworks. Vision and Action Plan.Honey Walters is the EDAW AECOM Gaurav Srivastava,a senior associate and urban designer practice leader for Climate Change and Air Quality,with over /planner based in our Los Angeles office,will leverage his 10 years experience in the preparation of technical studies, depth of experience to serve as the project manager.His environmental compliance documents,air pollution,and GHG current work with the City of San Bernardino on its downtown analysis and reduction strategies. revitalization efforts will provide additional insight and efficien- cies to the EECS process. EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 4 Claire Bonham-Carter, LEED AP/Principal-in-Charge Sarah Spencer-Workman, LEED AP/EECBG Specialist 11%of 120 days time estimated 14%of 120 days time estimated As mentioned,Claire Bonham-Carter has extensive expert- Sarah Spencer-Workman has extensive leadership experience ence working on sustainable design and construction proj- with diverse planning and development projects,including ects for a range of public and private sector clients including 15 years of sustainable planning,land use,and development local, regional and national government and residential and expertise.She has worked with private and public sector commercial developers,both at a strategic guidance and clients at the local, regional,and state levels in strategic and implementation level.She worked on the technical guidance implementation roles.Ms.Spencer-Workman focuses on 1. to accompany UK national planning policy on climate change helping communities and developers to assess the avail- and on guidance to support schools and counties.lmplement- ability of renewable energy,energy efficiency,green building, ing renewable energy systems. In the US she is working on and resource conservation for master plans.She also brings sustainable energy policy projects and climate action plans a working knowledge of the most recent funding opportuni- for West Coast cities.Ms.Bonham-Carter has worked closely ties available through stimulus dollars that may complement with many members of this team on projects such as Climate any future planning efforts in today's fiscal environment.She Action Plans for the Cities of Albany and Piedmont,and recently worked on the Oceanside Energy Efficiency and Alameda County,and the Seattle Energy Efficiency Policy Conservation Strategic Plan for the City of Oceanside, Analysis for New Buildings project. California to develop the citywide EECS,and to prepare and submit a completed Energy Efficiency and Conservation Block Gaurav Srivastava,AICP/Urban Planner/Designer Grant application to the U.S. DOE. 20%of 120 days time estimated Gaurav Srivastava is an urban designer and certified planner Alastair MacGregor, LEED AP/Senior Energy Specialist well experienced in the preparation of master plans as well as 7/0 of 120 days time estimated long term visioning strategies for areas ranging from intimate Alastair MacGregor is a member of the MEP management neighborhood redevelopments to the design and planning team in Orange,responsible for Sustainability,Building of campuses and urban downtowns;he has recently been Prototyping and Commissioning. During his 12 years working with the City of San Bernardino on the Downtown with AECOM Design he has worked on a wide range of Vision and Action Plan and related projects for the downtown projects, covering a variety of market sectors,and has area.Mr.Srivastava contributes to all phases of project gained significant experience in the evaluation,use and management,analysis,public process,visioning,design implementation of sustainable design solutions within a variety development,and report production and diagramming of of markets internationally.A significant number of these issues,site planning,and free-hand illustrations.Additionally, projects have resulted in innovative,cost effective, low energy he has over 12 years of experience using technology to design solutions to be incorporated and to follow sustainable integrate design,planning and the environment into one certification procedures such as LEED and BREEAM.His comprehensive approach; he incorporates computer-based understanding of Energy Systems,both through academic and modeling,visualizations,and simulations into planning practical experience, put him in an ideal position to manage scenarios,public landscape and urban design projects for the integration of sustainability through the design process and sustainable planning analysis. maximize a project's LEED certification potential. E D A W AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 5 7 - 1 Donald Tran,QCxP,CEM, LEED AP/Commissioning Manager 6%of 120 days time estimated - Donald Tran currently serves as AECOM's Commissioning primarily on addressing urban economic questions under a Manager,with responsibilities such as facility condition as- sustainability lens, including economic development,housing, sessment,energy audits,equipment operability evaluations, public finance,and community development.Mr.Quinn uses economic analyses,cost-benefit analyses,project engineer- innovative quantitative analysis techniques to inform policy ing, process development,and design and construction man- makers in planning,redevelopment,public policy,and land use agement.He has 14 years of proven experience at the senior strategies. He has collaborated on many projects with Claire project management level for various Fortune 500 entities, Bonham-Carter and other members of this team,including including MCIWorldCom and Turner Construction.As a Quali- the Seattle New Green Building Policy Analysis project, fied Commissioning Professional,he brings vast knowledge in Climate Action Plans for Cities of Albany,Piedmont, the development and implementation of facility specific func- and Alameda County,and the Dundee Developments tional performance and acceptance test procedures for new, Sustainable East Sector Plan. renovation,and central plant projects;when combined with Mr. MacGregor's expertise in energy assessment,analysis, Laura Cacho/Sustainable Economist and optimization,the robust team provides proven assistance 20%of 120 days time estimated in optimizing building performance. His experience in facility assessment and energy efficiency includes the Nissan Head- Laura Cacho is a sustainable economist with EDAW AECOM's quarter Campus(800,000 square feet),the Toyota Headquar- West Coast economics practice.She specializes in analyzing ters Campus(2.4M square feet),and over 250 existing Los .,the socio-economic component of development plans and Angeles Department of Public Works buildings. policy documents related to economic development and affordable housing,including the San Bernardino Downtown Andrew Bickerdyke, MEng,AMIMechE, LEED AP/ Plan.Her work also includes climate action plans,green Building Energy Analyst job generation strategies,sustainability guidelines,market 20%of 120 days time estimated studies,and development feasibility analyses.Ms.Cacho complements her knowledge of economic analysis with Andrew Bickerdyke is a member of the AECOM Design over four years of work experience in redevelopment,green Advanced Design team,providing specialty analysis and building,and community-based planning. Her recent project sustainable design services focused on building energy.Mr. experience includes Climate Action Plans for the cities of Bickerdyke's experience with complex building environments Albany,Piedmont,and Menlo Park;the California Solar includes low-energy design,dynamic thermal modeling,me- Initiative Job Generation and Labor Linkage Business chanical systems simulation and computational fluid dynam- Plan for the Los Angeles Department of Water and Power; ics.His expertise includes building envelopes and innovative and the Northeast Fairfield Station Market Strategy, systems,working to inform building mass,fagade design, Industry Cluster Analysis, Fiscal Impact Analysis,and fenestration and cooling/ventilation strategy. His expert- Financing Plan. ence also includes the evaluation,use and implementation of sustainable design solutions;a significant number of these Honey Walters/Senior Air Quality and Climate projects have resulted in innovative,cost effective,low energy Change Specialist 7%of 120 days time estimated design solutions.Along with Mr.MacGregor,he has also led the development of AECOM's proprietary design tool SSIMe. Honey Walters is the practice leader of air quality and climate change services in EDAW AECOM's Sacramento office and Alexander Quinn/Senior Economic Advisor has more than 10 years experience in both the public and 7%of 120 days time estimated private sectors. Her experience includes the preparation of technical studies and air pollution reduction plans for indus- Alexander Quinn is the director of EDAW AECOM's trial,commercial,residential, mixed-use,recreational,educa- sustainable economics practice for the Americas Region. tional,water resource, restoration,and many other types of He has over ten years of planning and economic analysis projects.She also has assisted local air districts with guid- experience and specializes in sustainable development,socio- ance/rule/policy development,applied global climate change economics,and urban regeneration. His practice has focused analysis and mitigation techniques in the development of plan EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNAROINO ENERGY EFFICIENCY CONSULTING I 6 t policies and environmental analyses,calculated off-site mitiga- Vishal Bhargava, LEED AP/Urban Designer/Planner tion fees,developed construction and operational mitigation 12%of 120 days time estimated plans,performed alternative analyses,initiated smart growth Vishal Bhargava has served as a lead planner and urban de- measures in the design stage of projects,and reviewed and signer on a wide variety of complex projects involving planning participated in traffic analyses.She has worked on numerous and implementation of urban redevelopment and regenera- projects described in this submittal,including Development of Greenhouse Gas Analytical Methodologies Contract lion,sustainability modeling,transit oriented developments, mixed use projects,and large master planned communities. Support and Development of Greenhouse Gas Mitigation Strategies Contract Support for CAPCOA,the St.Helena Of these, Mr.Bhargava specializes in urban redevelopment mmunity Visioning Process in Napa County,and the and regeneration and is known for his strategic problem soly- Co omm County General Plan and EIR. ing skills and sustainable approach to land planning.He has been involved in the creation of proprietary models that serve as tools in developing designs that reduce carbon footprint, Heather Phillips/Air Quality and Climate P tY including SSIM(Sustainable Systems Integrated Model) Change Specialist 12%of 120 days time estimated that allows developers to optimize energy,water,transport, Heather Phillips is a climate change/air quality specialist in green building,and ecological resources within a project. His the Sacramento office,where she serves as the Technical technical contributions to the project will also be enhanced by Advisor to EDAW AECOM's Global Climate Change Commit- his local experience,recently working with the County of San tee of CEQA/NEPA professionals.She possesses a strong Bernardino Redevelopment Agency on the Vision Plan for the educational background in global climate change,sustain- area around the Auto-Club Speedway. able design and engineering practices,air pollution chemistry, meteorology,and environmental policy,coupled with extensive Lisa Fisher,AICP, LEED AP/Urban Planner air quality and global climate change computer modeling 12%of 120 days time estimated and programming experience. Her experience includes the preparation of technical studies,related sections of CEOA Lisa Fisher is an urban planner with experience encompass- ing comprehensive,specific,international,and environmental and NEPA documents,conformity analyses,and air pollution Planning.Overall, Ms. Fisher focuses on developing sustain- emission reduction plans for industrial,commercial,residen- ability frameworks and tool kits,tailored to each project,that tial, mixed-use, recreational,educational,water resource, enable clients to gain the biggest impacts with the greatest flood protection,restoration,and many other types of projects. economy.Her professional skills include regional-to neighbor- Ms. Phillips has conducted GHG impact assessments for over hood-scale land use planning,project management,policy de- 20 projects,including infll urban development,commercial shopping centers,infrastructure,ecological restorations, large- velopment and analysis,community design,campus planning, scale residential developments,master planned communities, Public facilitation and visioning,water sensitive urban design, and open space/agriculture preservation.Ms.Fisher's recent and city and regional general plans.She has also provided Planning/sustainability/policy work includes amixed-use background data for cities that are developing their own local La- climate change action plans. waterfront development in Vancouver,Canada and the La- guna Caren Master Plan in Santiago,Chile,which involves visioning workshops,detailed market and physical site analy- sis,development of overall concepts through detailed planning (including open space,circulation,phasing),and cost-benefit analysis of a comprehensive sustainability framework.Her planning experience also includes numerous General Plan updates throughout California,as well as Specific Plans and related environmental compliance and analysis. EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 7 -SCOPE OF 'NORX jx 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 seamlessly with City representatives to cull through the broad categories and competing energy efficiency and conservation initiatives to identify priorities and select the �w _ 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: An example of a well-rounded stakeholder composition can • Reflecting priorities according to San Bernardino's base- be found with our work for the City of Seattle;committee size line energy and GHG inventory would be scaled for San Bernardino: http://www.seattle.gov/environmenVGBtaskforce.htm. • Use EECBG funds'that optimize and anticipate other funding sources,such as competitive grants For Sub-Task 1.1, EDAW AECOM recommends conduct- • Focus on DOE principle priorities:Jobs created,energy ing one(1)Stakeholder Committee meeting and(1)public saved,funds leveraged,cost savings,renewable energy workshop at the outset of the work program to scope relevant installed,and GHG reduced/mitigated issues and opportunities.The team assumes that City staff • Meet transparency and reporting expectations will coordinate the composition of the public outreach,secure meeting times and locations,publicize meetings,and provide • Anticipate future regulatory changes printed materials.EDAW AECOM will provide an agenda, This task will provide a strategic foundation for Task 2:Energy Presentation,and written summary of each meeting. Efficiency and Conservation Strategy(EECS),by developing a comprehensive and achievable project list for use of the City's • • • - -- •- EECBG grant funds.Following DOE guidelines and require- ments,the EECS will incorporate critical input from local Our approach will focus on programs that are eligible for resources and stakeholders,and leverage team expertise to EECBG funding,but will also recommend projects that could define obtainable goals and implementable actions.Through- be funded using other resources, including public-private out,consideration will be given to maximizing outcomes and Partnership opportunities.Review of the City's current GHG benefit potentials through EECBG funds. 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 Based on similar project experience,we believe that the suc- Industry Institute's California Green Builder program,etc.It will cessful development and execution of San Bernardino's EECS also be important to make sure that the EECS development will benefit from meaningful public and stakeholder involve- is coordinated with the state,county,and other neighboring ment.The team will therefore work with the City to identify and cities;the County recent related work includes conversion of organize key stakeholders(see below), participate in up to two traffic signals to LED,energy-efficient lighting retrofits,green public workshops,and present EECS updates at up to two building requirements,and waste reduction measures. City Council meetings,as directed.Stakeholders may include Based on our knowledge of San Bernardino,and feasible participants in the City's Downtown Vision and Action Plan, projects in other California cities,EDAW AECOM will work with such as members of the San Bernardino Chamber of Com- the City to develop Energy Efficiency Conservation Strategies merce,Downtown Business Association,Convention&Visitors that align with the project activity model worksheets submitted Bureau,San Bernardino County Board of Supervisors,and the in the City's EECBG application.We expect this list will reflect San Bernardino Association of Government;other local groups programs and projects at both the municipal and community active in these issues may also be included. level.We will then work with staff and key stakeholders to The formation of a small,invested Stakeholder Committee identify and prioritize these potential projects for inclusion in with a diverse membership can be instrumental in assisting the EECS.Drawing on both team expertise and stakeholder the team with a streamlined EECS planning process.Stake- input,a key work element will be a rigorous gap analysis of holder knowledge, combined with EDAW AECOM's expert- existing programs(in San Bernardino and neighboring jurisdic- ence of successful delivery of similar projects,will ensure a tions)that can be built upon,and new programs that could be representative leadership team for the San Bernardino EECS. funded by EECBG within its 12 approved categories: EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 8 • Energy audits and retrofits of residential and support of emission reduction performance is requisite for commercial buildings the team to report the performance of any GHG reduction • Development and implementation of advanced building strategy or program.We have developed an evidence library to substantiate GHG emission reductions attributable to codes and inspections EECS measures. • Creation of financial incentive programs for energy efficiency improvements Our approach also emphasizes transparency in the assump- • Transportation programs that conserve energy; tions used to develop emissions reduction calculations.EDAW AECOM's high standards and philosophy to EECS develop- Projects that reduce and capture greenhouse ment are unique in the marketplace. Existing methods for gas emissions quantifying GHG emission reduction measure performance in- Renewable energy installation on government buildings clude top-down and bottom-up calculations.A top-down calcu- lation begins with the City operations and/or community-wide • Energy efficient traffic signals and lights GHG emissions inventory. For example with a community- Deployment of combined heat and power,and district wide emissions inventory,a particular GHG emission reduction heating and cooling systems. measure(e.g.,energy efficiency)targets a certain emission sector(e.g.,natural gas,electricity),emissions sub-sector Interviews with Town staff and regional agencies will help (e.g.,residential,commercial),and portion thereof(e.g.,space clarify the successes and failures of any existing policies and heating,water heating,air conditioning).Thus, EDAW AECOM scales the emissions inventory according to the applicability of identify associated lessons learned for the EECS.The team the EECS measure being evaluated. will further prioritize potential new projects that may result in GHG reductions,with cost and benefit information for mea- We would work closely with the City to develop reasonable sures such as criteria pollutant reduction,health,and quality assumptions for participation rates(i.e.,portion of the City/ of life(e.g.,reductions in traffic congestion). Given the current community that would participate in an EECS,percent of City economic climate,priority is likely to be given to programs employees that would use a carpool or transit subsidy and actions that have proven practice,or those that comple- program,residential units that would implement energy ef- ment,expand,or strengthen a program or policy already in ficiency improvements,etc.). EDAW AECOM would then place. Emphasis will be placed on those that are technically convert the effectiveness of a GHG emission reduction and logistically feasible in the short-term,and general steps for strategy into metric tons(MT)of carbon dioxide equivalent implementation will be defined. (CID Ze)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.,installation of photovoltaic 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 E emissions from electricity generation in the GHG emissions inventory. Our approach to quantifying GHG reduction potential of vari- Building Energy Efficiency ous EECS measures also relies on key input from City staff early in the process to assist in prioritizing measures offering For existing building energy efficiency retrofit analysis,we greatest feasibility at lowest cost.Thus,we are able to focus can carry out detailed audits using our proprietary holistic limited project resources documenting the GHG reduction energy auditing software,SSIMe Audit.The matching of actual potential of those measures most likely to be implemented. demand profiles to primary energy consumption is at the core of the energy audit process and SSIMe Audit allows us to not Economic Analysis only calibrate the process but to also advise on the most effec- tive energy upgrade solutions for long term running cost,en- ergy and carbon savings operation.Please see the Appendix of mitigation program cost per CO2 reduced.We have found for more detail on our energy auditing and advanced building that local policy makers use this information to prioritize poli- engineering capabilities. cies where reduction measures can be phased in over time. In some cases,cost data would be aggregated as certain poli- Greenhouse Gas Emissions Reduction Quantification cies would draw from the same resources, be it for additional staff or community information campaigns. Recommended EDAW AECOM's approach to quantification of GHG emis- GHG reduction measures can vary considerably both in their sion reduction measures involves extreme diligence to ensure ease of implementation and their cost per ton of CO,reduced. that the EECS is of the highest,most implementable quality. By contrasting policy creation and implementation costs,as Evidence(literature,academic research, scientific studies)in well as the availability of funding sources,with the GHG EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 9 reduction capacity of each strategy,the City would be able impacts.We will explore the data and input to determine the to prioritize measures and policies while ensuring that the opportunities to establish a more effective strategy for the EECS is both effective and financially viable. regional transportation plan,typically one of the most constant forums for local,regional and state interaction. Determining the accurate costs of EECS measures can be a difficult exercise,as policies are enacted city-wide and/or Utility coordination with the plan will be critical for its cred- community-wide,while the capital expenditure or staff time ibility and success.Our process will examine the potential required to implement a policy fluctuates on a project-by-proj- coordination of energy efficient utility installation with other ect basis.EDAW AECOM is particularly well-suited to tackle public enhancements or revitalization efforts across the City's this challenge.Through our prior climate action work in other neighborhoods and special districts. 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 Deliverables: 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. (provided digital-formatavd one set of hard copies� While the cost to create and implement GHG reduction measures can be substantial, numerous funding sources and TASK 2: Energy Efficiency and strategies are available. EDAW AECOM would evaluate the Conservation Strategy (EECS) relevance of state and federal grants to the proposed EECS measures and would recommend the most feasible grants to The development of a viable EECS to guide the use of the pursue for each measure.We are also well-versed in existing City's EECBG grant funds is essential for securing future programs throughout the region and would identify partner- energy excellence in San Bernardino.Strategies set forth in an ship opportunities for San Bernardino to reduce costs.Finally, EECS lend themselves well to the development of long-term EDAW AECOM would identify self-financing measures wher- goals which can then be incorporated into a Climate Action ever feasible;if structured appropriately,some EECS strate- Plan,for example(see Optional Task 3). gies could contribute to both the City's General Fund and its GHG reduction target. _ EDAW AECOM will identify measurable goals(quantitative and qualitative)and objectives for energy conservation,ef- ficiency,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 with 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 Coordination with State and Regional Governments a proven practice or complements,expands,or strengthens and Utilities a program or policy already in place;the action is technically and logistically feasible in the short term and the general steps Many of the opportunities for state and regional cooperation required for implementation can be defined.The City and through this program will come about under the use of state community representatives must account for and prioritize a programs like the Renewable Energy Tax Credit and Property number of factors when setting conservation,efficiency,and Tax Abatement for Solar Electric Systems.We would look to emission reduction goals,including: build upon programs that the state has already begun under through its energy office where we align objectives coming out Energy efficiency potential/GHG reduction potential of the Town of Chapel Hill EECS particularly for facilities and • Renewable energy capacity increased to share with the state methods at which we arrive for even • Jobs created better thresholds of energy performance. • Funding opportunities beyond EECBG funds We will also look expansively to leverage the relationships with • Return on investment for the City's capital costs the state and the region through a strategic coordination of . Technical feasibility transportation.While much of the local transportation improve- ment plan funding comes through the federal system,state Community interest/political will funding also plays a critical role in a locality's ability to manage • Ease of implementation air quality,development patterns and other energy-related . Outreach requirements EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 10 • Time frame(short-,medium-,long-range) EDAW AECOM will work with the City to determine what re- Other co-benefits(e.g., air quality improvements, public porting system and tools best fit its needs;information on the realm improvements) following page outlines our approach. • Environmental/NEPA requirements(or lack thereof) Jobs Created/Retained Understanding and prioritizing these factors will help us iden- The City can take several approaches to tracking employ- tify priority projects for the EECS;high potential projects will ment growth and retention.One mechanism would be to use incorporate a number of factors. the federal standard of$92,000/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 . energy reduction job generation based on the type of activity proposed.This goals associated , would provide a general estimate of the impact,but would also (provided in digital format and one.set of hard copies� demonstrate how the investments would resonate through the economy. It could also include economic impacts and job gen- eration resulting from household energy savings,which boosts discretionary spending. DOE requires communities who apply and use EECBG al- Energy Saved located funds to report their energy efficiency savings and approach on a continual basis,during the 36-month grant Energy savings can be tracked in collaboration with the South- period. Once San Bernardino's goals have been identified, em California Gas Company,and the public works or facilities we will work with the City to outline an Evaluation, Monitoring, management personnel responsible for the City operations in and Verification Plan that meets the transparency reporting terms of kWh/annum saved.On a technical level, power me- requirements set forth by the DOE for EECBG allocations and ters can be attached to the existing incoming mains and tied awards. Furthermore,this plan will assist the City in keeping into the building management system.The information that an organized and efficient approach to maintaining tracking they feed back to the Building Management Systems(BMS)is and reporting documentation that is essential to ensuring real time power consumption and can be trended/recorded successful implementation of EECBG funds(please see Op- over time.This also gives SoCalGas,and the user,a greater tional Task 4 for implementation information)of the following understanding of how and where energy is being used within a required items,at a minimum: facility and creates a baseline for any rebates. • Jobs created/retained *. • Energy saved • Renewable energy capacity installed ram • Greenhouse gas emissions reduced • Funds leveraged Our past project experience indicates that many local govern- ments find it necessary to appoint either a Technical Advisory Committee(TAC)or City staff person whose objective is to maintain,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 Renewable Energy Capacity Installed could focus on local government operations where significant programs could be implemented to control and reduce Renewable energy capacity would be tracked in terms of kW energy costs. per technology type installed through the local utility provider (where appropriate),or through solar installers(rigorous Ongoing monitoring and reporting may also be conducted reporting requirements would be required for any project that through the implementation of tools whose standard is to received EECBG funding through the City). measure and verify energy consumption and efficiencies. For example,we worked with the City of Oceanside to utilize Funds Leveraged EPA's Portfolio Manager concurrently with its local utility EDAW AECOM will draw from national,statewide,regional, provider.This tool allowed the City to upload benchmark data and city-specific sources to identify additional funding sources through its local utility provider,and into the EPA's Portfolio beyond the EECBG for proposed projects.With the recent Manager that then generates a report based on its energy ef- political and fiscal climate,there are$456 million in solicited ficiency efforts. funds that will be made available as part of the ARRA oppor- Informed by our past work with other local communities and tunities.These may include Clean Renewable Energy Bonds familiarity with local government standardization of these tools, (CREBs),Qualified Energy Conservation Bonds(QECBs), Residential Energy Efficiency Tax Credits,and Residential EDAW AECONI EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING i 11 M t 'i 1 Renewable Energy Tax Credits from the federal government. EECBG Funding Opportunity Announcement Attachments C We will also research the applicability of state tax credits,such and D,as well as the specific requests of the City,such as: as the Renewable Energy Tax Credit, Property Tax Abatement . Measurable goals and objectives for Solar Electric Systems,and others.In addition,a number of local alternative energy and energy efficiency programs can Implementation plan be developed to create long-term finance mechanisms,includ- • Expected outcomes and benefits ing district-level financing,on-bill financing,power purchasing - m Cooperation strategy(with adjacent municipalities) agreements with private vendors,and carbon offsets certified through the Climate Action Registry and traded through volun- Evaluation, monitoring,and verification plan tary programs such as the Chicago Climate Exchange. -- All products will incorporate graphics(e.g.,charts,diagrams, As part of this process,a finance plan would be developed and tables)to convey critical information in the most user- which will assess a range of parameters,including:grantee friendly manner feasible.The Draft EECS will be distributed eligibility, application timelines,competitiveness,and avail- to City staff for review following the agreed-upon schedule; ability of funds; and available financing terms and structures. further distributions(e.g.,stakeholder committee,public at The finance plan will conclude with an action plan for pursuing large,etc.)will be guided by staff. EDAW AECOM assumes identified funds,and opportunities for setting up structures that that all comments will be provided in a single consolidated set will allow the City to continue supporting proposed programs for response. beyond the duration of the financing/grant period. Prepare Final EECS EDAW AECOM will prepare a Final EECS for submission to DOE,which will meet all specific DOE requirements and will Generally,we have learned that organization and efficiency is incorporate revisions confirmed from the Draft EECS.We will critical to developing a successful EECBG application given ensure that the final product accurately represents the City's the limited window of opportunity for the application process feedback and stakeholder comments,as appropriate. 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 Deliverables:Oraftand Final EECS documents, EECS outline and work with City staff to determine the best document structure. requirements,-including NEPA Environmental ProjectActivity Worksheets. Budget Incorporating City comments, EDAW AECOM will synthesize Wol the work and associated memoranda described above into a concise and comprehensive strategy document for San Disclosures Bernardino that tightly follows DOE requirements from the , , , EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 12 TASK 3 (OPTIONAL): Climate Action Plan Upon request, EDAW AECOM would be happy to work with +` the City of San Bernardino to develop a Climate Action Plan (CAP)based on an agreed-upon scope and fee addendum. This task would build on the subtasks from Task 1 and 2 above, and the City's current GHG Emissions Inventory to develop the CAP.EDAW AECOM believes that an effective Climate Action Plan(CAP)should perform three functions: • Inspire participation by stakeholders,the public,and City employees • Demonstrate compliance with regulations • Provide clear guidance to City staff on how to implement the plan—a road map to success. Based on our experience working on numerous similar plans throughout the State,we would recommend that the City allows more than the EECS time frame of 120 days for the development and adoption of a CAP.This would allow for ap- propriate and meaningful public consultation and input,given that Climate Action Plans typically have time horizons up to and beyond 2020.Tasks are likely to involve: • Additional stakeholder meetings • Public workshops/forums • GHG inventory peer review • Development of recommended GHG reduction mea- sures,with GHG quantification and economic analysis • Development of administrative and public review drafts TASK 5 (OPTIONAL): CEQA Documentation of CAP for Climate Action Plans • Attendance at public hearings/council meetings. . A Climate Action Plan(CAP)may be statutorily exempt from CEQA as a planning study under PRC Section 211002,if it TASK 4 (OPTIONAL): does not commit the City to action by itself.Some cities have Monitoring + Reporting Progress woven CAP actions into a General Plan update or other later action with its CEQA compliance.Others have determined that For this additional/optional task, EDAW AECOM would gladly the CAP should authorize actions and have prepared Initial work with the City to establish an allowance to assist with the Study/Negative Declarations accordingly.EDAW AECOM's implementation of its Evaluation,Monitoring,and Verifica- CEQA experts will consult with the City on its choices for tion Plan developed in Task 2.2.As discussed,thorough and CEQA compliance. If the City would like a CEQA document continual monitoring and reporting is essential to achieving prepared, EDAW AECOM can perform this work as an ad- the City's established EECS goals,objectives,and metrics, ditional/optional task upon request. and is required by DOE. EDAW AECOM will remain flexible to provide these additional services to support San Bernardino as needed;if desired,by using supplemental funding sources. 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E *0 °tM 4) a la o o 3: .— 0) C 16 0 — - -- (1) Eu E -5 m E -a LU + z.2 L :g .5 EM o 10L o E ul o > a. w • 0 x 4) s le w LU (L x x be ff > Z 2� (D Cl 7 r4 q -r- ID LU -5 = IL - F IN CN IN (L V �: E < 5 — ca I L I I I I I CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 13 Oceanside Energy Efficiency and Conservation Strategic Plan(EECS),Oceanside,CA Client.City of Oceanside EDAW AECOM was selected by the City of Oceanside to develop its citywide EECS,and to prepare and submit a com- pleted EECBG application to the U.S.Department of Energy for the City of Oceanside.The scope of services requested a firm with demonstrated experience and expertise in renewable energy,energy efficiency and demand response with sufficient resources to effectively provide high quality results.EDAW AECOM met and exceeded those expectations.There were two phases proposed for this EECS: Phase I focused on a turn x .: key energy program,life-cycle benefit-cost analysis,acquisi- tion of a solar private-public partnership for renewable energy EDAW AECOM has been a leading force for sustainable implementation.Phase If focused on investment-grade audits development and carbon reduction within the planning and for baseline energy consumption,contracts with utility provid- design professions around the globe.We launched a GHG ers,monitoring and verification for all EECS efforts and ongo- and Climate Change Committee for our CEQA/NEPA practice, ing project management led by the EDAW AECOM team and our existing Sustainable Design Practice incorporates carbon reduction as a primary objective of its sustainability Policy Analysis for Energy Efficient Buildings,Seattle,WA principles.With each project,we refine our approach to GHG Client.City of Seattle analysis, in keeping with our continual search.for innovative http://www.seattle.gov/environment/GBtaskforce.htm and effective approaches to this ever-evolving topic. In some EDAW AECOM analyzed policy options for new buildings to instances,qualitative approaches have been applied,while in help the City of Seattle's Green Building Task Force develop other cases,methodologies for quantifying GHGs from proj- a system of incentives and mandates for a policy regime that ects have been developed,conclusions drawn,and mitigation will achieve the goal of carbon neutrality for all new construc- measures recommended.This experience,combined with the tion by 2030.Using real estate development projections and energy engineering of AECOM Technical Services,positions energy model outputs from our proprietary Sustainable Sys- us perfectly to help cities with their Energy Efficiency Conser- tems Integrated Energy Model(SSIMe),each potential policy's vation Block Grant Strategies--combining a mix of land use performance was modeled and quantified in terms of benefits planning and building expertise.We have already completed and costs. Using these metrics and qualitative assessments of a number of these strategies. policy feasibility in the Seattle context,each policy was rated by:cost effectiveness,energy efficiency potential,economic ENERGY EFFICIENCY + CONSERVATION BLOCK impact,cost of policy implementation,and administrative fea- GRANT EXPERIENCE sibility.The City used the policy analysis to determine which new building policies should be adopted to meet their green- EDAW AECOM has successfully completed one EECBG house gas reduction goals.The current recommendations are application,with a fully developed EECS awarded in early for an enhanced green priority permitting system,energy code September.Additionally,EDAW AECOM has four other Energy amendments,an innovative review committee,and investiga- Efficiency and Conservation Block Grant(EECBG)applica- tion into opportunities for a district heating system. tions,with corresponding EECSs, in progress. Burbank Air Quality Element,Climate Action Plan, Sustainable Comprehensive Action Plan and Energy Resources Commission,Fowler,CO and General Plan Update EIR, Burbank,CA Client:City of Burbank Client: Town of Fowler For the Town of Fowler, EDAW AECOM reviewed EECBG EDAW AECOM is preparing an Air Quality Element,Climate Action Plan,and General Plan Update EIR for the City of application prerequisites and strategized accordingly.We Burbank. n, part of this work,we are completing a baseline determined funding opportunities and established an FEDCon- GHG emissions inventory for base year 2008,emissions nect account,and identified grant allocation and distribution projections for 2020 and 2035,a General Plan Air Quality Ele- through available state programs.In concurrence with the ment focused on reducing both criteria pollutants and GHGs,a EECS set forth in the DOE's funding availability,we devel- General Plan Noise Element, and a Program EIR for the Land oped a sustainable master plan that represented community Priorities focused on smart growth,renewable energy,en- Use,Circulation,Air Quality,Noise,and Open Space Ele- m ergy efficiency,economic development,transportation and ents.EDAW AECOM is also preparing a standalone Climate Action Plan to accompany the updated General Plan. mobility,natural resource preservation,and comprehensive land use.As part of this effort, EDAW AECOM also directed implementation of renewable energy policies for a community EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 14 c CLIilIAXE .AC'I•IDN PLAim EXPERIENCZ EDAW AECOM is a leader in developing Climate Action Plans that fulfill GHG reduction goals within the Office of the Attorney General's recommended guidelines.Our measures include estimates of the corresponding quantified reductions that demonstrate a community's ability to achieve its stated GHG reduction goals. In addition,EDAW AECOM brings specific experience in determining the cost effectiveness of measures (i.e.,cost per metric ton reduced),allowing communities to set a hierarchy of achievable measures, recognizing which will be most effective to them.The projects outlined below represent some of our relevant CAP experience,both as separate policy documents and as part of general plan updates. Climate Action Plan Development for Local Municipalities Client.Cities of Albany,Piedmont,and Menlo Park, CA EDAW AECOM prepared Climate Action Plans(CAP)for multiple municipalities in California.The Climate Action Plans addressed measures to reduce greenhouse gas emissions generated by city-operated facilities(e.g.,water treatment established by traditional farming and ranching practices to plants,city-owned vehicle fleet)and other community sources, operate dry utilities based on 100%renewable energy sources including indirect sources(e.g.,motor vehicle trips).The in the next five years.This effort led to the conversion of 2,400 CAP include targets for carbon emissions reductions and daily tons of manure into biofuels for the production of renew- measures that incentivize green building and energy-efficient able energy through an anaerobic digestive plant. Further,an retrofits,and encourage land use planning policies that limit Energy Resources Commission was established,comprised of vehicle-miles traveled and opportunities for renewable energy elected officials, business representatives from the community, sources. In order for local municipalities to achieve their reduc- and local students to ensure that future directives are fulfilled. tion goals, EDAW AECOM encourages metrics that allow for an increasing population and expanding economy yet are con- Sustainability Plan,Aurora,CO sistent with California's greenhouse gas reduction mandates. Client.City of Aurora, CO The Administrative Draft of the Albany CAP has been posted The Sustainability Plan is a new theme added to the exist- on the City's website for public review:<http://www.albanyca. ing City of Aurora Comprehensive Plan. Its development was org/index.aspx?page=256>. guided through public process,staff input and expert resourc- County of Alameda Climate Action Plan,CA es.The structure of the sustainability theme included a vision Client.County of Alameda statement,and text describing the issues and strategies for implementing the vision.Our expert resources,along with the EDAW AECOM is preparing a CAP for the unincorporated ar- public,guided the development of the vision and the strategies eas of Alameda County to address measures that will reduce for implementing the vision.Specifically,we worked with the greenhouse gas emissions generated by energy consump- City to review EECBG application prerequisites and strat- tion,buildings,transportation,water conveyance,and other egized based on City's three priorities:energy efficiency and sources.Strategies include incentivizing green building and conservation,renewable energy,and sustainable economic energy-efficient retrofits, implementing planning policies that growth.We led outreach and advocacy efforts for public input limit vehicle miles traveled,and encouraging the use of renew- on sustainable economic growth for the City and determined able energy.The underlying framework of the CAP includes that approximately 30 jobs would be created from the City's measures that plan for population growth and expansion of energy efficiency conservation strategy that incorporated economic activity,yet are consistent with California's GHG weatherization,energy audits and green building programs. reduction mandates. In order to tailor the CAP to the unique conditions of each distinct region within the unincorporated Planning Policy Principles for Climate Change Response, areas,EDAW AECOM's approach includes an extensive Statewide,CA public outreach process.AECOM is gathering community input Client. California Chapter,American Planning Association through online and mailed surveys,community meetings,and EDAW AECOM chaired the committee and managed the interviews with key local stakeholders. EDAW AECOM is also working closely with County staff during this process to itera- preparation of the California Chapter of the American Planning tively evaluate the feasibility of each measure,and integrate Association's statement of planning policies for greenhouse proposed measures with the County's existing land use and gas emissions and climate change response.The document sustainability planning efforts.One notable area of innovation defined the recommended roles of the State, regional and is our emphasis on developing estimates of mitigation cost per local governments in addressing climate change. Mr.Alling GHG reduction.Accurately determining the costs of many CAP prepared the Role of CEQA section of the policy statement measures requires a rigorous due diligence process, in which and coordinated and executed the preparation of the docu- detailed data is collected on the mitigation costs to create and ment as a whole. implement GHG reduction policies. EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 15 GREENHOUSE GAS + ENERGY INVENTORY AND - MODELING EXPERIENCE EDAW AECOM has developed groundbreaking policy analysis work for addressing global warming in EIRs,CAPs,and Air Quality Planning,and methods for evaluating GHG reduction policy impacts to local communities.The following projects represent some of our experience in GHG policy analysis in x the U.S. El Rancho San Benito Sustainable Development Plan and GHG Mitigation Model,San Benito County,CA Client:DMB Associates,Inc. The El Rancho San Benito sustainability plan will provide sound,defendable strategies to address greenhouse gases, mobility, energy and other sustainability issues. El Rancho San Benito is a cohesive,walkable,self-sustaining,fully integrated z 5,712-acre community that will provide housing,employment, education,and recreation for its residents and visitors,as well as the larger community of San Benito County.The sustain- EDAW AECOM will help local governments evaluate proposed ability plan will balance between the three components of eco- development projects'potential to contribute to global climate nomic,social,and environmental health.These components change,while fulfilling the purposes of CEQA. will provide the framework for a comprehensive sustainability modeling process to evaluate the land plan and development Greenhouse Gas Mitigation Strategies for the program altematives.Through this process,the community Climate Change and CEQA Report,Statewide CA will: 1)optimize the environmental and market value of sus- Client.California Air Pollution Control Officers tainability programs;2)streamline regulatory compliance;and Association(CAPCOA) 3)achieve exemplary status(within the county)as a sustain- Under a separate task,EDAW AECOM provided a compre- able new community. hensive list of mitigation measures currently in practice and This sustainability program work will prepare El Rancho San under study that would reduce GHG emissions associated Benito for addressing critical issues in the entitlement process with land use development,planning-level decisions,and such as water planning,and greenhouse gases.Furthermore, .,infrastructure projects.We provided a full description of each the program will provide criteria for building guidelines,master measure and identified applicable project types and emission developer infrastructure,and public realm facilities.The sources.EDAW AECOM also assessed the feasibility of each process,although somewhat complex and labor intensive,will measure in terms of its reduction effectiveness,technological seek to find the sustainability program that delivers the highest and logistical availability,and economic cost. In addition,we level of environmental improvement at the lowest cost to end evaluated whether any measures could potentially result in users,builders,and the master developer. secondary adverse or beneficial impacts to air quality.Catego- ries included transportation and circulation,parking,commer- Greenhouse Gas Analytical Methodologies for the Climate cial and residential building design,neighborhood layout and Change and CEQA Report,Statewide CA density,land use planning, mixed-use development,energy Client:CA Air Pollution Control Officers Association efficient building components,construction practices,social- EDAW AECOM was hired to develop methodologies for quan- awareness measures,and planning policy. tifying and analyzing GHG emissions generated by proposed Bay Area Air Quality Management District—Development land use development projects.The methodologies will be Modeling and Emissions Projections used to evaluate a project's contribution to global climate change for the purposes of environmental impact assess- Client:Bay Area Air Quality Management District ment.We developed methods and identified tools available for The Bay Area Air Quality Management District was tasked with quantification of emissions generated by construction activi- designing a regulatory regime targeted at the industry sectors ties;vehicle trips associated with the operation of proposed most responsible for greenhouse gas emissions and criteria land use development;area-source emissions associated pollutants in the future. In order to set appropriate thresholds with on-site space heating,water heating,and landscape that would result in meaningful greenhouse gas reductions, maintenance;and indirect emissions associated with energy EDAW AECOM conducted an analysis of future development consumption. EDAW AECOM evaluated the applicability of the through 2020—population-driven residential development and newly-developed analytical methods to different project types employment-driven commercial, industrial,and retail devel- and provided example calculations.In turn,we also devel- opment.Development projections were determined for the oped a quantitative threshold framework to determine whether nine-county Bay Area, including the amount of projects that proposed land use development projects would be consistent would trigger California-mandated environmental review.This with state-wide greenhouse gas reduction goals,while accom- information was then used in an emissions and criteria pol- modating future projected growth in both the state's economy lutant modeling program to assess the absolute and relative and population.The methodologies and metrics developed by contribution of industries and buildings to future pollutant load. EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 16 Expert Assistance for SEPA and Greenhouse Gas Air Quality Technical Contract Support for Land Use and Emissions and Related Climate Change Support, Transportation Planning Program,Sacramento County,CA Seattle,WA Client:Sacramento Metropolitan Air Quality Management Client:City of Seattle Department of Planning and District(SMAQMD) Development EDAW AECOM is currently under contract with the SMAQMD The City of Seattle and King County have developed ordi- to perform land use and transportation planning technical nances to reduce greenhouse gas(GHG)emissions related to support.We assisted with SMAQMD's 2007 update to the development projects and agency actions subject to the State Recommended Guidance for Land Use Emission Reductions, Environmental Policy Act(SEPA).EDAW AECOM is provid- developing percent reductions in carbon dioxide emissions as- ing guidance and analytical support to the City's Department sociated with the implementation of each mitigation measure. of Planning and Development(DPD)to determine appropri- We provide ongoing CEQA expertise for routine and special ate threshold standards and acceptable mitigation options for projects,such as updating SMAQMD's CEQA Guidance development projects.We will help DPD develop a policy to Document.Additionally, EDAW AECOM is assisting SMAQMD set significance levels and identify appropriate GHG impact in commenting on land use and transportation projects by mitigations. reviewing and providing technical analysis on various stud- ies and modeling runs,such as air quality and traffic studies, Support in the Development of Recommended particulate dispersion modeling and studies,mass emissions Approaches for Setting Significance Thresholds for modeling,off-site construction fee calculations,operational GHGs under CEQA,Statewide CA mitigation plans,and health risk assessments,while adhering Client:California Air Resources Board(ARB) to SMAQMD's project review principles. In June 2008, OPR released a technical advisory on address- Greenhouse Gas Analytical Methodologies and Reduc- ing climate change through CEQA that included a recom- mended approach on identifying GHG emissions,determining tion Strategies for Land Use and Transportation Planning significance,and mitigating impacts.However,a quantitative Scenarios,Statewide,WA threshold of significance was not identified,for which OPR Client:State of Washington,Department of Community, asked ARB to develop recommendations.EDAW AECOM was Trade and Economic Development retained under contract by ARB to provide support throughout EDAW is conducting a study for to develop a range of advisory this process.We were specifically chosen for our expertise methods and supporting computer modeling capabilities for and experience with preparing CEQA documents,developing Washington's counties and cities to quantify GHG emission thresholds, modeling project impacts,and quantifying benefits reductions from a variety of specific land use and transporta- of GHG mitigation;and knowledge of green building and sus- tion measures policy options and strategies,and to do so in tainability site practices,best available control technology,and-, a manner that reflects regional and local variations and the California programs,laws,building code,and permitting pro- diversity of the State's counties and cities. EDAW will also cesses.EDAW AECOM's work supported ARB in*the develop- assess the applicability of the current best practices in terms ment of the Preliminary Draft Staff Proposal-Recommended of GHG reduction measures to Washington's Growth Manage- Approaches for Setting Thresholds for GHGs under CEQA ment Act,evaluating measures relative to feasibility,cost effec- (released in October 2008), and the hosting of a subsequent tiveness,and ability to realize quantified reductions. public workshop in December 2008. LOCAL IExI'ERii=?+10E San Joaquin County General Plan Update Climate Change Analysis,San Joaquin County,CA Beyond our EECS,Climate Action,and GHG policy analysis experience, EDAW AECOM also has direct project experience Client:County of San Joaquin in San Bernardino as well as other southern California com- EDAW AECOM's experts are summarizing the sources of munities. GHG emissions,their potential influence on climate change, and applicable regulations.This summary will cover a number Downtown Vision and Action Plan,San Bernardino,CA of issue areas,including water supply,water quality,sea level Client:City of San Bernardino Economic Development rise,flooding,wildfire,weather extremes,health risks,biologi- Agency cal resources,fuel consumption,agriculture,and air quality. Since its foundation in 1854,the City of San Bernardino has Additionally, EDAW AECOM will prepare an estimated inven- experienced economic cycles that have left their imprint in the tory of existing and 1990 San Joaquin County GHG emissions city fabric and have shaped the current status of its down- based on methodologies and data consistent with the Califor- town area.As a result,the downtown is today perceived as a nia Air Resources Board for sources,including transportation, patchwork of land uses with little cohesiveness,incapable of energy consumption,agriculture,and industry.The team will attracting dynamic economic development and instead attract- then analyze GHG emissions and climate change impacts ing an array of social problems. EDAW AECOM worked with for four growth alternatives for the General Plan Update and the City's Economic Development Agency(EDA)on a major prepare an estimated inventory of GHG emissions for the re-visioning of the downtown.The planning area encompasses preferred alternative consistent with the methodologies and over 60 blocks of the Central Business District(approximately data used to estimate GHG for 1990 and existing conditions. 550 acres)and includes City Hall,the Hotel and Convention Finally,our experts will assist with the development of policies center,the Carousel Mall,County Courts,the historic core, and implementation programs to mitigate GHG emissions and and the proposed new Metrolink commuter rail station.The the impacts of climate change. Downtown Vision and Action Plan establishes San Bemar- EDAW AECONI EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 17 frame a new public square providing a new iconic city space. - EDAW AECOM has developed the preliminary site plan,build- ing massing and general setting to facilitate the joint effort by the County and the City to move forward as expeditiously as possible,in a phased manner. W . = Plaza San Bernardino,CA yam: Client.M&D development EDAW AECOM is repositioning the former Carousel Mall in the downtown core of the City of San Bernardino as a catalyst for a major re-visioning of the city's downtown.The study area encompasses the Mall and surrounding surface parking areas,seeking to reconnect it to the urban fabric and historic remnants of the downtown.The plan calls for the radical transformation of a traditional introverted shopping mall, by surgically removing elements of the building fabric and opening up views and possible streets which were severed by its initial construction. Speedway Redevelopment,San Bernardino,CA Client.County of San Bernardino Redevelopment Agency EDAW AECOM is currently providing a strategic framework and vision for the Speedway Project Area.The vision and dino as the"next great place"and a center of growth for the economic plan will guide the County Redevelopment Agency Inland Empire,as well as the greater Los Angeles region.This in the development and future growth of the Speedway Project economically sustainable plan radically repositions the City for Area. Our work plan includes public outreach specialists, the next 20 years. urban designers,market analysts,infrastructure and traffic San Bernardino Valley Community College,San engineers,environmental graphics and economic implementa- Bernardino,CA tion specialists. Client.San Bernardino Valley Community College District Ladera Ranch Terramor Green Development Program, Architect.Steven Ehrlich Architects/Thomas Blurock Orange County,CA Architects • Client:DMB Ladera San Bernardino Valley Community College is replacing five buildings that do not meet earthquake safety standards.-In Responding to extensive consumer research,the Ladera collaboration with the architects, EDAW AECOM developed a Ranch's fifth village,Terramor,is planned to serve a target landscape master plan that integrates the new buildings within market searching for neighborhoods that have a strong green the existing campus and responds to the evolving campus orientation and that are not focused around automobile use. pattern driven by fault lines that run diagonally across campus. Automobiles are generally kept to the periphery,enabling The landscape design features tree masses to provide shade residents to go almost anywhere in the village without crossing in the hot climate,drought tolerant shrubs and ground cover a street. EDAW AECOM in conjunction with a team of con- and beds of decorative rock that recall the nearby arroyos. sultants,worked collaboratively with ten builders constructing Based upon the completed landscape master plan, EDAW is a total of 1,260 units,to develop a five-part Green Building providing design,construction documents and field observa- program addressing the following categories:Site/Landscape tion for each of the five new buildings. Design;Water Conservation; Energy; Materials and Resourc- es;and, Indoor Environmental Quality.The green program Mixed-Use Civic Center,San Bernardino,CA centered on a 12-point energy conservation plan that led to an Client.Redevelopment Agency of the City of San energy-use reductions and cost savings exceeding 20 percent. Bernardino Additional technologies and practices were developed to The new Mixed-Use Civic Center for the City of San Bemar- address issues such as indoor air quality and stormwater bio- dino has required EDAW AECOM to be both visionary and filtration.A third-party inspection program has been developed pragmatic;with our ideas firmly routed in the ability to be to ensure builder compliance. implemented,while cognizant of today's difficult financial mar- City of San Diego General Plan and EIR,San Diego,CA ket.The EDAW AECOM team is currently concluding a vision strategy for over 400 acres of inner-city urban development Client.City of San Diego and have identified Phase 1 of the overall planning effort to For this fast-track,cooperative effort with the City of San Diego maximize the development of a 42-acre site for the Mixed-Use Development Services Department and Community Planning Civic Center. Beginning with construction of two office build- and Community Investment department,EDAW assisted the ings containing the County of San Bernardino Administrative City in preparing a Program EIR analyzing the impacts associ- Offices and a new City Hall that will serve as a catalyst for a ated with adoption and implementation of the City's updated vibrant new mixed-use district,this first phase includes limited General Plan. EDAW AECOM provided third-party review of retail and a possible near-term hotel component arranged to sections drafted by City staff,providing overall strategy and EDAM AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 18 the benefits of urban forests,both direct(real estate appre- .F�T-ter- ciation,increased retail sales,increased lease/sales rates) , f »4 and indirect(reduced stormwater runoff,mitigated urban heat island effect, improved air quality,improved public health),and �> i devised an implementation scheme and financing strategy. We focused on how the City could finance both initial capital costs of reforestation and long-term operations/maintenance costs.Drawing on best management practices of urban forest programs in other cities, EDAW AECOM assessed the feasibil- 3 y i` ity of funding strategies such as community benefit districts, public utilities commission fees,and public bonds. Santa Monica LED Feasibility Analysis,CA Client:Confidential EDAW AECOM and AECOM Energy evaluated the public financing mechanisms available to the City of Santa Monica to fund a complete exchange of its traditional lighting to LEDs. - This included evaluating private party financing,where the City would pay a private installer based on the energy savings real- ized until full payback.Other options included Qualified Energy r Conservation Bonds,utility rebates,and carbon offsets. ENERGY EFFICIENCY EXPERIENCE direction for preparing a legally defensible Program EIR.Two SSIMe Energy Master Planning important components of this work program were assisting Client.Various with the development of a program-level analysis and mitiga- SSIM Energy(SSIMe)facilitates the evaluation of building- tion that reflected the City's many policies,programs,and level energy efficiency measures, renewable energy options, implementation plans;and drafting global warming analysis and district systems,and can be used as a stand-alone tool, and mitigation that reflected a balance between the City's and or as a sub model to EDAW AECOM's proprietary Sustainable Attorney General's goals for global warming analyses. Systems Integrated Model(SSIM).SSIMe was developed by AECOM Design to provide holistic,high-level energy analysis ECDNGbiICS EXPERIENCE for new and existing residential and non-residential build- Critical to any EECS and CAP is implementation. EDAW ings. Using input data from baseline dynamic thermal model- AECOM's internal sustainable economics group works-regular- ing of the building types being assessed,the tool allows the ly with our air resource specialists, planners,and engineers to energy reduction potential of different building options to be determine cost effective measures that generate sustainable analyzed,and provides ballpark guidance of the associated returns on investment and local job generation. Furthermore, costs and payback periods for implementing such measures. our economists develop financing strategies for long-term pro- For each building type,different combinations of passive and grammatic investment in energy efficiency,alternative energy active energy reduction measures are assessed to determine production,land use strategies,and transportation. the combinations of measures required to achieve'base- line', 'good','better',and'best'levels of energy performance. Los Angeles Solar Energy Plan,CA SSIMe analysis has been undertaken on a number of projects Client:Los Angeles Department of Wate:and Power worldwide,including the SSIMe El Rancho San Benito project in California.This non-residential building energy analysis EDAW AECOM completed a workforce development strategy used SSIMe as part of the SSIM Sustainable Master Planning for the Los Angeles Department of Water and Power's Solar effort.Analysis was conducted on three different typical non Energy Initiative, Measure B,to directly build and operate residential buildings,including a low rise commercial office,a 400 megawatts of solar power by 2020.The plan determined 'big box'retail building and an industrial facility. important job training and placement strategies for low-and moderate-income communities in Los Angeles,linking existing Retro Commissioning Project,South San Francisco,CA workforce development infrastructure(already in operation) Client.Genentech with projected new low-skilled union positions generated from AECOM was retained by Genentech to study,design,and the Measure.The business plan was designed to maximize manage construction on a retro commissioning project for a the initial investment in solar energy with long-term job gen- 750,000 square foot lab and office building.The facility was eration to under-employed labor markets within the city. experiencing high utility bills due to the high volume of outside San Francisco Urban Forest Master Plan,CA air delivered to the facility.AECOM performed a detailed load Client.San Francisco Planning Department analysis on the building and determined that the outside air could be reduced significantly.After the project was com- In an ambitious reforestation effort,the City initiated a compre- pleted,a 15%reduction in airflow was realized with no loss in hensive urban forest master plan.To complement the detailed comfort or safety to the occupants.This correlated to sizable environmental and landscape plans developed by the design energy savings coupled with a$120,000 PG&E Rebate. and planning team, EDAW AECOM developed estimates for EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 19 50-Ton Process Cooling Chiller Replacement,South San Francisco,CA Client.Genentech AECOM was retained by Genentech to study,design and manage construction on the replacement of a 50-ton process chiller with a heat exchanger. Load calculations were deter- I, mined on the process chiller by monitoring power consumption over a several week period.Load calculations were also deter- mined on an adjacent 750-ton chiller to ensure that the larger chiller could support the proposed additional heat exchanger. After determining that the existing 750-ton chiller could sup- port the new heat exchanger,the project moved forward into design and construction.The client realized substantial energy savings and a PG&E rebate of$20,000. INNovArjvE PLANNING TOOL REFERENCES Sustainable Systems Integrated Model(SSIMTM) SSIM is a climate change/land planning tool and key compo- Downtown San Bernardino Vision and Action Plan and nent of EDAW AECOM's sustainability planning process.With Mixed-Use Civic Center countless sustainable design practices and technologies to Client: Redevelopment Agency of the City of San Bernardino choose from when planning communities,we saw the need for Contact: Emil Marzullo a modeling platform to inform preferred programs.The result Phone:(909)663-1044 is SSIM, an EDAW AECOM proprietary whole systems model Services Provided:Commercial, retail,and mixed use vision developed for multiple scales and complexity of community and action planning development.By modeling the performance and costs of Estimated Project Costs:$270K various sustainability programmatic measures at the com- Actual Project Costs: $267K munity scale,SSIM is a powerful tool to construct a sound, defendable,and cost effective program.Organized around Policy Analysis for Energy Efficient Buildings,Seattle,WA core themes of mobility,energy,water,building technology, socio-cultural,ecology,and carbon footprint,SSIM is designed Client:City of Seattle to optimize aspects of economic,social,and environmental Contact:Jayson Antonoff,Seattle Green Building Team health.Through this process,projects will: 1)optimize the • Phone:(206)386-9791 environmental value of the sustainability program;4)minimize Services Provided:Policy Analysis cost relative to the benefits achieved;and 3)achieve exem- Estimated Project Costs:$75K plary status(within the region)as a sustainable community Actual Project Costs:$83K development. Cities of Albany and Piedmont Climate Action Plans Portola Springs Park SSIM Ecological Landscape, Client:City of Albany Irvine,CA Contact: Nicole Almaguer, Environmental Coordinator Client:The Irvine Company Phone: 510.528.5754 The Portola Springs Park SSIM Ecological Landscape effort Services Provided:Climate Action Planning evaluated alternatives for improving environmental perfor- Estimated Project Costs:$64K mance of park design focusing specifically on landscape Actual Project Costs: $96K architectural elements. Recommendations included measures for: reducing the urban heat island effect;enhancing carbon sequestration through tree planting to offset greenhouse gas emissions;designing for site microclimate to improve passive solar performance of buildings;stormwater management; and improving habitat connectivity and biodiversity through native plant landscaping and ecological restoration. Environmental performance was measured for alternative levels of implemen- tation by quantifying the following:tons of carbon sequestered; area of hardscape shaded or reduced;habitat corridor width improvement;native biodiversity in plant palette;and passive solar suitability for tree placement and building orientation. EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING! 20 / 1 u I EDAW AECOM'S KEY DIFFERENTIATORS EDAW AECOM=Innovative Ways of Thinking EDAW AECOM=EECBG Expertise about Energy The EDAW AECOM team is full-service and unique in that As creative thinkers and problem solvers from a diversity of we have in-house sustainable economics,greenhouse gas professional perspectives,we together seek out the most ap- analysis,and energy efficiency practices. In fact,our air quality propriate and best-practice solutions to the complex challeng- specialists developed the GHG methodology for California. es of our time.The EDAW AECOM team provides significant Members of our team have also supported numerous EECBG experience and training in the application of EECBG funds to application processes,working with local governments to optimize outcomes in each category,while also focusing on think comprehensively(municipal and community-wide level) short-term successes,long-term value,and overall sustainable about energy conservation strategies and their relationship to planning.The team's approach integrates technical expertise, a broader sustainability vision;in part,by pursuing regional economic modeling, planning and programming,and advo- initiatives and partnerships with city,county,and State entities. cacy and outreach to support carbon-reducing and energy- Additionally,we have advised and partnered with local govern- saving programs and plans throughout the city.A well-level- merits in the grant application process to identify and prioritize oped EECS streamlines and organizes these efforts under one programs most appropriate for their goals and objectives,and sustainable strategic plan that meets DOE requirements and complete the required EECBG project activity worksheets. the City's goals. EDAW AECOM team members have also completed DOE training for EECBG applications,and related ICLEI training, EDAW AECOM=Local Experience and Knowledge and are experienced preparers of GHG emissions inventories, forecasts,and CAPS.We continue to receive training and stay EDAW AECOM is uniquely qualified to deliver a smart, updated through DOE EECBG alerts and the EPA Climate strategic EECS that will best leverage EECBG resources for Communities program. a sustainable,energy efficient San Bernardino.Our project team brings experience with similar local programs,such as the Cities of Albany and Piedmont,and Alameda County's Climate Action Plans,and the City of Mountain View's General Through the broad qualifications offered by our team, Plan Update GHG Reduction Programs.These plans have EDAW AECOM planners,designers,economists,engi- demonstrated achievement of locally-adopted GHG reduc- neers,air quality scientists,and outreach specialists can tion targets,expansion of green economic development, provide a set of services tailored to the unique needs of advancement of broad sustainability objectives,and effective San Bernardino.Furthermore,by retaining and operat- public participation.EDAW AECOM has also been working in ing all of this experience within one firm and under one San Bernardino,in part developing its Downtown Vision and management group,we will ensure maximum efficiencies Action Plan with the City's Economic Development Agency. for the City throughout the process. As components of this effort,we are also helping plan the 42-acre mixed-use Civic Center and reposition the former Carousel Mall in the City's downtown core.Alexander Quinn, Laura Cacho,and Guarav Srivastava are part of these teams, and are also key members of the EECS project team.To- gether,this experience provides an early understanding of the environmental,land use,and socio-economic issues in San Bernardino,as well as knowledge of potential stakeholders that may want to participate in the EECS process.Consider- ing the 120-day EECS timeline,this local knowledge will help minimize precious project start-up time and allow our team to hit the ground running. EDAW AECOM EXEMPLARY ENVIRONMENTS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 21 ,mANuFAC'TLIRER'S .AMD/OR DEALER WARRANTY GUARANTEE This section is not applicable to EDAW AECOM. COP°f OF 'CON CRACVOR LICENSE EDAW AECOM was incorporated Delaware,September 12, 2005(previously incorporated as EDAW, Inc.in California on March 31, 1967.")The firm's Certificate of Good Standing is attached in the following pages of this section. Business License EDAW AECOM agrees to obtain a City Business Registration Certificate during the terms of Agreement. ADDITIONAL FORMS + PROOF OF INSURANCE The remainder of the forms required by the City of San Bernardino,as well as EDAW AECOM's proof of insurance are enclosed in the following pages. EDAW AECOM EXEMPLARY ENVIRONMENTS Defaware PAGE 1 2lie .first State 1, JEFFREY W. BULLOCK, SECRETARY OF STATE OF THE STATE OF DELAWARE, DO HEREBY CERTIFY "EDAW, INC. " IS DULY INCORPORATED UNDER THE LAWS OF THE STATE OF DELAWARE AND IS IN GOOD STANDING AND HAS A LEGAL CORPORATE EXISTENCE SO FAR AS THE RECORDS OF THIS OFFICE SHOW, AS OF THE TWENTY-FIFTH DAY OF MARCH, A.D. 2009. AND I DO HEREBY FURTHER CERTIFY THAT THE FRANCHISE TAXES HAVE BEEN PAID TO DATE. AND I DO HEREBY FURTHER CERTIFY THAT THE ANNUAL REPORTS HAVE BEEN FILED TO DATE. C�7A Q ®off A Jeffrey W.Bullock,Secretary of State 4028835 8300 0 AUTHEN C TION: 7209199 090302113 LAW r'c DATE: 03-25-09 You may verity this certificate online at corp.delaware.gor/authver.shtmi 13V AM A& CERTIFICATE OF LIABILITY INSURANCE 0VtDD.,YYyI 313112002 PROO:;DER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Marsh Risk 3 Insurance Serv!ces ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE CA License#0437153 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 777 South Figueroa Street ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Los Angeles.CA ;C017 Attu:Lon Bryson 213-340-5454 C9510B-PROF-CAS'2-C9_1C SFO INSURERS AFFORDING COVERAGE NAIC 4 INi�RED I^3'JRER A:Zurich American Insurance Company 1053E EDAY4.INC. '^ 153 CHESTNUT S-REET 3vRER B:National Union Fin Insurance Co. SAN FRANCISCO.CA 94111 I^3'JRER C-NiA NIA I^3VRER O:IIllnolE Union tnsurance Co 27900 I^3%)RER E:WA NIA COVERAGES r_ POLCIES Or INSURANCE—U LC"N i4A U- . NSURED NAMED ABOVE FOR THE PCUCY PERIOD INDICATED. NO-W THS-ANCING ANY REOUIPeOENT,TERN CR CONDITION CF ANY CONTRACT OR OTHER COCUMENT vY.-H RESPECT-0 ViHICH'-H-5 CERTFICATE R1AY BE ISSUED OR MAY PERTAIN.'HE INSURANCE AFFORDED BY THE PCU CIES DESCRIBED HE-REIN IS SU9JEC_TO ALL THE TERMS.EXCLUSIONS AND CCINC--IONS OF S:, H POLIC ES.AGGREGATE Llh!TS SHO%VN MAY HAVe BEEN RECUCED BY PAID CLAIMS. LICT EFFECTTVE POLICY EXPIRAnCI TI1�.IM/R _ TYPE Of INSURANCE POLICY NUMBER OAFS INW'ODIYYV DATE IYM'DOMI) LIMIT*EACH OCCLMNENCIE zli IM-WE A GLO 5985891 01 D4;OV09 04.'01110 3 1,0013,00 X COMMERCIAL GENERAL LIABILITY P cleemwom) ClJ4H8 MADE =OCCUR MEDEIit(AvW=WP 3=J $ 5.00 PERSONAL A ADV NJURIT $ 2.D DO.OD GENERALABGJIBGATE $ 2.0130,03 GENERAL AIMMEGATE LIMIT APPL'i.S PER PRODUCTS-COMPIOP 4, roUCY CT Lac A u+TD� TY BAP 5QE389C101 04A 1/M 04/'01110 COHEIR®SINGLE LIMIT $ 5.0013,130 X AYY A:J (M 2=110=0 ALL OWMED AUTOS BODILYINWAY $ (P'e Firsali 3CHECV.ED ALTOS MIRED AJT•23 BODILY INASAY YQWCh^ED AU'C3 Dpwi[cal"i PROPERTY DAMAGE GARAGE LU31LTi . ALTO.Y.Y-EA ACG17EN-$ AYY.AJ'C OT-41R-FLAY EA ACC $ • ALTO ONLY: $ AG3 ExCESUUMERELAAL:AEISTY 3.323618 04101/09 04/01/10 EACI-OC_URZEYCE $ 1.000.00 B OCC':R 0 CLVtA3 MA9F AGaREO.t-E $ 1,01313,09 a CEDJCTI&A $ RkTEV'IC\I j .YORKER COMPENSATONAYD WC37ATV- 3TH- Y EMPLDYTJIi'LIABEJTY .:.EACH AG-^IDE^T AYY PROPRIETOR.'PART^ER.'EXF•:.U':i E CsF CER�VAEMBER EXC.JDEC' .i.DISEASE•EA EMPLOYE $ Y yel.C"a CS 1.r;w - ._D13EASE-POLIC"LN:T $ ZPECIAL PROV131CINS xcr OTHER $1.000,000 D ARCHITECTS&EN G. EC`I 62/054593 C4MI.M 11410110 PER CLAI%VAGGREGATE PROFESSIWIAL LIABILITY '""CLAIMS MADE` DEFENSE INCLUDED DESCRIPTION OF OPMATIONSI OCArMNIIVW-lCtA&IKXCLU VON&ADDED BY ENCOREEVE`174PECIAL PROVISIONS SAMPLE CERTIFICATE'°EVIDENCE OF INSURANCE"" CERTIFICATE HOLDER LOS-00379C1C3-0E CANCELLATION 3NOULD A9Y OF THE ABOVE DE*CR7ED POLICE*BE CANCELLED BEFORE THE EOA'.'V ExPIRAT:ON DATE THEREOF, THE ISSU7iG !USURER .PILL ENCEAVOR TO MAIL 150 CHESTNUT STREET ,30 DAYS WRnTEN NOTICE To THE CERTIFICATE HGLDER YA11ED To THE LEFT. SAN FRANCISCO,CA 94111 Sur FAILURE To ao*o*MALI.IMPOSE vo oEUOAroN OR L.".iEIUTY OF AMY IeiO UPON THE INSURER, ITS AGENT* on REPREMNTArWES. a�liar�RIB a gisuwnoi`:«.+oK �/��.w11/ �M David Denihan ACORD 23(2001108) 0 ACORD CORPORATION 1888 ,. - 1.111 ,. k- RFP F-10-02 Energy Efficiency Consult Are there any other additional or incidental costs that will be required by your fir ' order to meet the requirements of the Proposal Specifications? Yes / No (circle one). If you answered "Yes", please provide detail of said additional costs: Please indicate any elements of the Proposal Specifications that cannot be met by your firm. you included in your proposal all informational items and forms as requested? Yes / No (circle one). If you answered "No", please explain: This offer shall remain firm for 90 days from RFP close date. Terms and conditions as set forth in this RFP apply to this proposal. Cash discount allowable N/A °!o days; unless otherwise stated, payment terms are: Net thirty (30) days. In signing this proposal, Offeror(s)-warrants that all certifications and documents requested herein are attached and properly completed and signed. From time to time, the City may issue one or more addenda to this RFP. Below, please indicate all Addenda to this RFP received by your firm, and the date said Addenda was/were received. Verification of Addenda Received Addenda No: Received on: 09/08/09 Addenda No: Received on: Addenda No: Received on: FIRM NAME: EDAW AECOM ADDRESS: 150 CHESTNUT STREET, SAN FRANCISCO, CA 94111 Phone: (415) 955-2800 Email: stephen.engblom @aecom.com 21 RFP F-10-02 Energy Efficiency Consult Fax: (415) 788-4875 Authorized Signature: STEPHEN ENGBLOM Print Name: Title: PRINCIPAL VICE PRESIDENT IF SUBMITTING A "NO PROPOSAL", PLEASE STATE REASON (S) BELOW: 22 RFP F-10-02 Energy Efficiency Consult NON - COLLUSION AFFIDAVIT TO: THE COMMON COUNCIL, CITY OF SAN BERNARDINO In accordance with Title 23, United States Code, Section 112, the undersigned hereby states, under penalty of perjury: That he/she has not, either directly or indirectly, entered into any agreement, participated in any collusion, or otherwise taken action in restraint of free competitive proposal in connection with RFP F-10-02. Business Name EDAW AECOM Business Address 150 CHESTNUT STREET, SAN FRANCISCO CA 9411 Signature of Offeror(s) SAN FRANCISCO, CA Place of Residence Subscribed and sworn before me this day of , 20_. Notary Public in and for the County of , State of California. My commission expires , 20 23 RFP F-10-02 Energy Efficiency Consult SUBCONTRACTOR'S LIST As required by California State Law, the General Contractor bidding will hereinafter state the subcontractor who will be the subcontractor on the job for each particular trade or subdivision of the work in an amount in excess of one-half of one percent of the General Contractor's total bid and will state the firm name and principal location of the mill, shop, or office of each. If a General Contractor fails to specify a subcontractor, or if he specifies more than one subcontractor for the same portion of work to be performed under the contract in excess of one-half of one percent, he agrees that he is fully qualified to perform that portion himself and that he shall perform that portion himself. DIVISION OF NAME OF FIRM OR LOCATION WORK OR CONTRACTOR CITY TRADE ALL TASKS EDAW AECOM SAN FRANCISCO, CA STEPHEN ENGBLOM Print Name Signature of Bidder EDAW AECOM Company Name: 150 CHESTNUT ST., SAN FRANCISCO, CA 94111 Address: REJECTION OF BIDS The undersigned agrees that the City of San Bernardino reserves the right to reject any or all bids, and reserves the right to waive informalities in a bid or bids not affected by law, if to do seems to best serve the public interest. 24 9� i 3r a E 2a peg - "5h t `0. is EDAW AEGOM EXEMPLARY ENVIRONMENTS RESUME I 1 EDAW AECOM ECOM i7;_ r -_) pr,t r_ n. r, 1 ..I bit i"ICS t i l ,eC,L F1xPE Claire Bonham-Carter, LEED AP Director or Sustainable Development Education Ms. Bonham-Carter has extensive experience working on sustainable design M.A (lions)in Natural Sciences, and construction projects for a range of public and private sector clients Cambridge University, UK including local, regional and national government and residential and commercial Advanced Certificate in Marketing, developers, both at a strategic guidance and implementation level.She worked Guildhall, London, UK on the technical guidance to accompany UK national planning policy on climate Ecohomes assessor change and on guidance to support schools and counties implementing (UK LEED for Homes equivalent) renewable energy systems. In the US she is working on sustainable energy policy projects and climate action plans for West Coast cities. Registration Walnut Creek Transit Village Development Plan,Walnut Creek,CA LEED Accredited Professional EDAW AECOM provided a development plan that outlines the size,design, sustainable elements(including targeted LEED ND and NC credits),and impacts of the City's proposed transit village,directly adjacent to the Bay Area Rapid Professional Affiliations Transit(BART)station. USGBC, Member Northern CA Chapter Climate Action Plans for the Cities of Albany and Piedmont,and San Francisco Planning and Alameda County,CA Research Association (SPUR) The Climate Action Plans`(CAPs)address measures to reduce greenhouse gas (GHG)emissions gerierated by city-operated facilities and other community Teaching/Lectures sources, including indirect sources.The CAPs include targets for carbon emissions reductions and measures that incentivize green building and energy- Implementation Models in Water Sensitive efficient retrofits,and encourage land use planning policies that limit vehicle- Francisco, March 2009 Urban Design,AEP State Conference, San miles travelled and opportunities for renewable energy sources. In order for local municipalities to achieve their reduction goals, EDAW AECOM encourages metrics Green Urban Design: Lessons from around that allow for an increasing population and expanding economy yet are consistent Conferencee,, Denver March 2009 the Globe, RMLUI 18th Annual Land Use with California's GHG mandates. Green buildings and infrastructure, State Seattle Energy Efficiency Policy Analysis for New Buildings,Seattle,WA Capital Global Law Firm Group Annual Conference,San Francisco, October 2008 EDAW AECOM analyzed pol;cy options for new buildings to assist the City of Seattle's Green Building Task Force develop a system of incentives and sustainability and eco cites,World Eco08, Brasilia, Brazil October 2008 mandates for a policy regime that will achieve the goal of carbon neutrality for all new construction by 2030. EDAW AECOM developed a system of metrics and MegaVoids SupraStudio, UCLA masters ratings to analyze and compare eight policy proposals,which were modeled class on energy systems, Los Angeles, and quantified in terms of benefits and costs using real estate development November 2008 projections and energy model outputs from our proprietary Sustainable Systems 'It's not easy being green',American Integrated Model(SSIM). Correctional Association Annual Conference, Dallas,January 2008 Transit Center District&4th/King Railyards Plans,San Francisco,CA 'Eco Frameworks for Long-Term Sustainable The Transit Center District Plan builds on the City's renowned 1985 Downtown Urban Growth' Ecocities Conference, Plan,which envisioned the area around the Transbay Terminal as the heart of the San Francisco,April 2008 new downtown.The study will produce new planning policies and controls for land A look at UK policy on climate change' use, urban form, building design,sustainability and public realm improvements for Sustainable Development Class, UCLA, private properties as well as for properties owned by the Transbay Joint Powers April 2008 Authority. Use of LEED standards with the sustainability guidelines is being considered.Another component of this project will produce policies,conceptual site plans, and implementation mechanisms for air-rights development of the 4th and King Street Caltrain station and railyards, particularly given the need to EDAW AECOM EXEMPLARY ENVIRONMENTS RESUME i 2 Claire Bonham-Carter, LEED AP Teaching/Lectures,cont'd. reconfigure the facilities to accommodate the Caltrain Downtown Extension and 'Sustainable Planning and Design California High-Speed Rail. Innovations for Climate Change' Land use and natural resources Climate change El Rancho San Benito(ERSB)Sustainability Plan,CA conference UC Davis Extension, May 2008 ERSB is a cohesive,walkable, self-sustaining,fully integrated 5,712-acre 'Developer Perspectives on Preparing community that will provide housing,employment, education,and recreation for its for the Future Green Building and LEED residents and visitors. EDAW AECOM is developing a Sustainability Plan that will Certification as a Critical Component for balance economic, social,and environmental benefits. Using a comprehensive Reducing Energy Use and Greenhouse Gas sustainability modeling process to evaluate the land plan and development Emissions'Land Use and Climate Change, Las,Seminars International,June 2008 program alternatives, ERSB will: 1)optimize the environmental and market value of 'Green Building Local communities take the sustainability programs; 2)streamline regulatory compliance;and 3)will achieve Lead' Miliken Institute Global Conference, exemplary status(within the county) as a sustainable new community. Los Angeles,April 2007 Dundee Developments Sustainable East Sector Plan,Saskatoon, Canada 'Climate change policy: a UK perspective' EDAW AECOM prepared a sustainable development plan for a 4,000-acre site Climate change:a new Age for land use planning and CEQA?Conference, UC Davis in the process of being entitled for development in the City Saskatoon. Using and EDAW, Davis, May 2007 EDAW AECOM's Sustainable Systems Integration Model(SSIM),the team led an 'Toviards Zero Carbon Homes' Sustainability interactive sustainability charrette with the client in order to develop sustainability and the Built Environment course, UC Davis targets in the area's urban form,transportation, ecology and landscape, Extension, October 2007 community amenities,water, and energy. 'Sustainable Development-A Cultural prior to joining EDAWAECOM in 2007,Ms.Bonham-Carter served as the Regional Director Mandate for a Changing Climate' 2nd Annual of the Sustainable Development Group with sister AECOM company Faber Maunsell in ULI Orange County Sustainability Forum, London,working primarily on housing and sustainable community projects.Claire was a November 2007 member of the UK Government's Renewable Energy Board subgroup on microgeneration. 'Greening the built environment: energy The following is a sample of her prior work: smart homes and buildings'GreenXChange Conference. Los Angeles, December 2007 Renewable Energy Technical Advisor,UK Faber Maunsell a0yised the Department for Education and Skills on best practice on the use of renewable energy in schools.This included production of guidance on renewable energy,advice on the potential options for making schools zero carbon during operation and producing a biomass evaluation methodology for capital projects. London Renewables Tooikit,UK Faber Maunsell authored the guidance document called: Integrating renewable energy into new developments:Toolkit for planners,developers and consultants. This document was produced to help the developers and planners of London implement London Plan policies relating to mandatory renewable energy provision.The toolkit provides guidance on key renewable energy technologies as well as material needed to calculate carbon emissions from different building types and the carbon savings possible from renewable technologies. Sustainable Energy Supplementary Planning Guidance,Gloucestershire,UK Faber Maunsell produced Supplementary Planning Guidance on sustainable energy for the six local authorities making up the County Planning Authorities.This included a consultation process with the six local authorities and helping to define the standards that should be required for all new developments in the regions to help achieve greenhouse gas emission reduction targets. Barrier Park East,London,UK Faber Maunsell led the development of the sustainability and renewable energy strategy for this housing-led mixed use site.The 1,000-dwelling development needed to meet challenging London Plan policies relating to on-site renewables and use of CHIP and Code for Sustainable Homes(LEED for Homes equivalent). EDAW AECOM EXEMPLARY ENVIRONMENTS RESUME 1 3 Personnel Proiec;t -xr)erien%e Gaurav Srivastava, AICP Senior Urban Planner+ Designer, Piuceci Education Gaurav Srivastava is an urban designer and certified planner well experienced in the Massachusetts Institute of Technology, preparation of master plans as well as long term visioning strategies for areas ranging Master in City Planning June 2003 from intimate neighborhood redevelopments to the design and planning of campuses School of Planning and Architecture, Delhi, and urban downtowns.Gaurav contributes to all phases of project management, India, Bachelor of Architecture, June 1997 analysis,public process,visioning,design development,and report production and diagramming of issues,site planning,and free-hand illustrations.Additionally, he has expertise in developing GIS-based applications and tools for planning and design Honors+Awards professions.Over the past 12 years in the industry Gaurav has been using technology Ford Foundation International Fellowship, to integrate design, planning and the environment into one comprehensive approach. 2001-2003, MIT Since beginning work at EDAW in 1999,he has gained experience in large-scale Lloyd and Nadine Rodwin Fellowship,2003 sustainable planning incorporating computer-based modeling,visualizations and MIT-Travel fellowship for Masters thesis simulations for planning scenarios,and in public landscape and urban design projects. research Downtown Vision and Action Plan,San Bernardino,CA Tata Scholarship and Travel Grant, 20e Tata Endowment, Mumbai, India. EDAW is working with the City of San Bernardino's Economic Development Agency (EDA)on a major re-visioning of its downtown.The study area encompasses over 60 blocks of the CBD(approx 550 acres)and includes the City Hall,Hotel and Convention Presentations center,Carousel Mall,County Courts,the historic core and proposed new Metro Link Masters Thesis-Indian Streets outside India: commuter rail station.The Vision is to establish San Bernardino as the"next great the Construction of Identity in Southall and Place"and a center of growth for the Inland Empire and the greater Los Angeles region. Jackson Heights at Crossing the Boundaries EDAW is to develop an economically sustainable plan which radically repositions San XI. Identity and Space,conference at Dept. Bernardino for the next 20 years. of Art History, SUNY, Binghamton, NY, May 2003 Mixed-Use Civic Center,San Bernardino,CA Illustrated two published works-a collection EDAW is preparing a first phase plan to implement the Downtown Vision Plan of short stories in Bengali,Saheb Babur maximizing the development of a 42-acre site for the City of San Bernardino's Mixed- Baithak Khana(New Delhi: Falisse, 1999), Use Civic Center. Beginning with the construction of two office buildings containing the and a research document, Citizens and County of San Bernardino Administrative Offices and a new City Hall as a catalyst for a Governance Civil Society in the New vibrant new mixed-use district,this first phase includes limited retail and a possible near- Millennium (New Delhi: PRIA, 1999) term hotel component arranged to frame a new public square that will serve as a new iconic city square. Affiliations Red Rock Canyon State Park General Plan,Kern County,CA American Institute of Certified Planners EDAW is preparing a General Plan and EIR for Red Rock Canyon State Park,a 27,000- American Planning Association acre park located approximately 80 miles east of the City of Bakersfield and 130 miles north of Los Angeles. The new general plan will provide direction for park for the next twenty to thirty years. Public input will play a significant role in the planning process. EDAW is facilitating public meetings with stakeholder groups and agencies in support of the General Plan and subsequent EIR process. Rosemead Downtown and Valley Corridor Vision Plan,Rosemead,CA EDAW is working with Rosemead residents,business and property-owners and City staff to prepare a major re-visioning of the City's downtown and development along Valley Boulevard, a major commercial thoroughfare running through the San Gabriel Valley.Community involvement,design charettes and workshops for development alternatives for Downtown,the Civic Center,and the Valley Boulevard corridor play a significant role in the visioning process. EDA`N AECOM EXEMPLARY ENVIRONMENTS RESUME 1 4 Gaurav Srivastava,AICP Dublin Bay Vision Plan,Ireland The City commissioned a wide-ranging economic,amenity and environmental study of Dublin Bay. The proposal calls for port lands to be redeveloped to create an urban village that is a model for sustainable development and quality of life,and for Dublin Bay to be recognized as a"national reserve"to protect the heritage and environment of the city and region. Bremore Port Master Plan,Ireland An ambitious and internationally significant project,when completed Bremore Port will be the first new European port in modern history. Located 30 miles northeast of Dublin and near the city of Balbriggan,the greenfield site selected for the new port poses several challenges to the planning and design team. EDAW has been retained to prepare a master plan that ensures sustainable development that is designed,built and operated in a manner that brings positive environmental gains while allowing the anticipated,immense economic advantages for the area and wider country,bringing significant employment and economic development opportunities. A multi-disciplinary approach to the development of this coastal,agricultural area addresses environmental, archaeological,and cultural factors. Soil and water contamination related to years of pesticide pollution resulting from agricultural production and a location within close proximity to an UNESCO World Heritage Site containing Europe's largest and most important concentration of prehistoric megalithic artifacts,funerary tombs,and mounds pose significant environmental,cultural,and archaeological considerations to the port's development. Traffic capacity and the impact the new port will have on the region's transportation system is another significant element of the master plan. Park 101,Los Angeles,CA EDAW led a major re-visioning of Los Angeles'downtown with the proposed capping of the 101 Freeway.The study area encompasses over 150 acres and includes El Pueblo at the historic core,,Union Station,the new Cathedral and High School for the performing Arts.The Vision is to establish a pedestrian oriented focus in the downtown, with a"campus"of new buildings and a"Central Park"in a bold and economically sustainable plan which radically repositions this portion of Los Angeles for the next 10- 20 years of growth. Boyle Heights Roadshow,Los Angeles,CA EDAW was hired to prepare a"roadshow"PowerPoint presentation for City Councilmember Jose Huizar,outlining new developments within the predominantly Hispanic Boyle Heights community of Los Angeles commissioned to both inform and engage the community pertaining to community revitalization and redevelopment opportunities. For the development of presentation content,stakeholders and officials from various city departments were interviewed. San Pedro Red Car Extension,San Pedro,CA EDAW is involved with the on-going implementation of the San Pedro waterfront enhancements,central to which is the revitalized Red Car,once heralded as the greatest public transit system in the country. EDAW is currently working on station design plans for the four existing stops,as well as the new extensions.The station area plans are being designed to promote convenient access between the historic core of downtown Wilmington and San Pedro. Chatsworth Creative Campus, Los Angeles,CA Development plans for the proposed 26-acre MGA creative campus and mixed-use district at the former LA Times facility in the Chatsworth neighborhood of Los Angeles. Desiring a strong presence on the campus and in the community, plans include an iconic tower element anchoring MGAs future headquarters. EDAW AECOM EXEMPLARY ENVIPONMENTS RESUME 1 5 EDAVV AECOM IG J�%I !I I�;. .- ~� 1L.L.l t_X�v✓I�' ICS= Sarah Spencer-Workman, LEED AP Susi,w able Program Leader Education Ms.Spencer-Workman has extensive leadership experience in diverse Master of Regional Planning planning and development projects for both the public and private sector. She (Emphasis in Economic Development& possesses 15 years of sustainable planning with a rich expertise in land use and Public-Private Partnerships) development.She has worked with public sector clients at the local, regional, University of Massachusetts,Amherst and state levels in strategic and implementation roles. She focuses on working Bachelor of Environmental Design with communities and developers to assess the availability of renewable energy, (Emphasis in Land Use and energy efficiency,green building,and resource conservation for master plans. Sustainable Development) Sarah also brings a working knowledge of the most recent funding opportunities University of Colorado, Boulder available through stimulus dollars that may complement future planning efforts in Trained Mediator in the State of Colorado today's fiscal environment. Leadership in Energy and Environmental Design (LEED)Accredited Professional Oceanside Energy Efficiency and Conservation Strategic Plan,Oceanside,CA AECOM was selected by the City of Oceanside to develop the citywide EECS,and to prepare and submit a completed Energy Efficiency and Conservation Block Professional Affiliations Grant application to the U.S. Department of Energy for the City of Oceanside.The United States Green Building Council scope of services requested a firm with demonstrated experience and expertise (USGBC) Member Colorado Chapter in renewable energy, energy efficiency and demand response with sufficient Sustainable Development and resources to effectively-provide high quality results. Climate Change Policy Advisor for Communities in Colorado Sustainable Master Plan,Fowler,CO USGBC LEED Neighborhood Development Developed sustainable master plan that was comprehensive of community Corresponding Committee priorities focused on smart growth, renewable energy,energy efficiency,economic Urban Land Institute(ULI) development,transportation, natural resource preservation, and land use. Member of Colorado District Council Directed implementation of renewable energy policies for community established Chair of ULI Sustainable Communities by traditional farming and ranching practices to operate dry utilities off 100% Committee, Colorado renewable energy sources in the next 5 years.An Energy Resources Commission was established which will be comprised of elected officials, business representatives from the community and students who reside in the community to Recent Teaching/Lectures ensure the future directives are fulfilled. '10 Myths of Sustainable Development', teaching lecture University of Colorado, Community Sustainability Index,A Self Assessment Guide for Local Graduate School of Architecture and Governments,CO' Planning March 2009 Working with a state government office to draft a sustainability self-assessment 'Empowering Communities to Use guide for local governments and communities.This guide will serve as a tool to Renewable Energy Resources'LEED assist communities in identifying those areas where improvement might be needed Neighborhood Development Forum, April 2009 and to help prioritize those needs in order to enlist potential technical and financial 'The Power of Communities: Carbon Markets assistance from the state and other service providers. & Renewable Energy through Community Sustainable Master Plan Update—Economic Development Advisor, Connectivity',USGBC Sustainability 2009 Conference, May 2009 City of Aurora,CO* Advised local jurisdiction on the implementation of sustainability initiatives to reduce their measured carbon footprint and GHG emissions.Through this effort, led a public workshop focused on the economics of implementing renewable energy, energy efficiency and green development programs. 'Project completed prior to joining EDAW AECOM EDAVif AECOM, EXEMPLARY ENVIRONMENTS RESUME 6 AECOM Design Alastair MacGregor, LEER AP A;suc a(e vice Pres!ciei-T Education Alastair MacGregor is a member of the Mechanical, Electrical, and Plumbing BEng (Hons) Mechanical Engineering, (MEP) management team in Orange, responsible for sustainable design and University of Newcastle Upon Tyne, UK commissioning. He is also actively involved in design,and is a mechanical MSc in Building Services Engineering engineer responsible for project managing the internal MEP design team and Management, Heriot-Watt University, the design of the mechanical and public health services. Mr. MacGregor joined Edinburgh UK AECOM's UK operation,Faber Maunsell, in 1997 as a graduate mechanical MSc specialized in value Engineering, engineer and rose to the position of Principal Engineer before being transferred Sustainable Engineering and to AECOM Design in California. During his time with AECOM he has worked on Whole Life Costing a wide range of projects,covering a variety of market sectors,on both sides of the Atlantic. Mr MacGregor has gained significant experience in the evaluation, use and implementation of sustainable design solutions within a variety of Registrations markets,both within the US and Europe.A significant number of these projects UK Chartered (Registered) Engineer have resulted in innovative,cost effective, low energy design solutions to be LEED Accredited Professional incorporated and to follow sustainable certification procedures such as LEED and BREEAM. His understanding of Energy Systems,through both academic and practical experience, puts him in an ideal position to manage the LEED process and maximize a project's credit potential. Sustainable Systems Integrated Model(SSIM) Mr. MacGregor is AECOM Design's Principal-in-Charge of the development and execution of the non-residential modeling component of the Sustainable Masterplanning tool that facilitates the evaluation of the sustainable potential of community/campus masterplans. SSIM assesses a wide range of environmental factors,from energy and water through to vehicle miles travelled(VMT), and allows the overall community carbon footprint to be assessed at a masterplanning level. SSIM Energy(SSIMe)facilitates the evaluation of energy efficiency measures, renewable energy options and district systems. SSIM's analysis have been undertaken at several sites across the US and internationally in Australia, Chile, and China. Acura Design Center,American Honda,Torrance,CA Mr. MacGregor is a LEED sustainability consultant and Commissioning Authority for a new Acura Design Center within the existing Torrance campus.The project achieved LEED Gold through the use of displacement ventilation,water efficient plumbing fixtures, reclaimed water, heat reclaim,lighting control strategies,and alternative fuel vehicles. HondaJet World Headquarters,Greensboro,NC Mr. MacGregor was AECOM Design's Project Manager and LEED sustainability consultant for a new 50,000 sq ft office development within the new HondaJet campus.The project,completed in 2008,achieved LEED Gold certification. North American Data Center,CO Mr. MacGregor was the LEED sustainability consultant and Commissioning Authority for a new confidential facility.The project was the first Data Center to achieve LEED Silver through the use of free cooling,water efficient plumbing fixtures,on site stormwater management, lighting control strategies,and alternative fuel vehicles. EDAW AECOM EXEMPLARY ENVIRONMENTS RESUME 1 7 Alastair,MacGregor, LEED AP NASA ARC facility,Moffat Field,CA Mr. MacGregor was the sustainability Consultant and leader of the AECOM Advanced Design Team,assisting designers in maximizing the energy performance and daylighting within the new 50,000 sq It NASA facility at Moffat Field.The project is currently in design,and is on target to achieve LEED Platinum through the use of ground-source, photovoltaics, daylighting control,chilled ceilings,and mixed mode ventilation strategies to reduce the energy requirements by over 50%. [Design to be completed early 2009,construction 2010] San Diego Unified Schools,CA Mr. MacGregor served as AECOM Design's Project Manager and Sustainability Specialists for the development of a sustainable schools design standard for$2 Billion Bond Program. Responsibilities include the evaluation of sustainable MEP solutions and management of team developing standards. Each school is to achieve the equivalent to LEED Silver. American Honda,CO Mr. MacGregor was the Commissioning Authority for a new data center facility within an existing confidential campus;the project achieved LEED Silver. San Diego Unified Schools,CA As the Project Manager and Sustainability Specialists for the development of sustainable schools design standards for a$2 Billion Bond Program,Mr. MacGregor's responsibilities included the evaluation of sustainable MEP solutions and the management of the team's developing standards. Orange Unified School District,CA Mr. MacGregor served-As the Project manager for the undertaking of Emergency Repair Program (ERP)surveys for 8 schools, as required under the Williams Settlement Legislation. Ocean Science Education Building,UC Santa Barbara,CA Mr. MacGregor was the Project Manager for the MEP peer review team and LEED Commissioning Authority for new Ocean Sciences Education Building,within the UCSB campus.The project is currently in the early conceptual design and master- planning and conceptual design stage,and expected to achieve a minimum of LEED Gold. E D A W AECOM EXEMPLARY ENVIRONMENTS RESUME 8 AECONI Design Donald Tran, LEED AP Me,:nar,iIal Er c,neer Education Mr.Tran's current assignment is Commissioning Manager with AECOM Design.His MBA . 2003, University of Phoenix responsibilities have included commissioning,facility condition assessment,equipment B.S Mechanical Engineering, 1996, operability evaluations,economic analyses,cost-benefit analyses, project engineering, Oklahoma State University process development,and design and construction management. He has 12 years of successful experience at the senior project management levels for various Fortune 500 entities including Toyota Motor Sales, Nissan North America, MCIWorldCom, and Turner Professional Affiliations Construction. ASHP.AE Loyola Marymount University,Los Angeles,CA USGBC Commissioning Manager-Providing LEED fundamental commissioning services on the new William H. Hannon library. The 88,000 square feet,4 stories structure is a Registration state-of-the-art automated storage and retrieval system,utilizing robotics will provide LEED Accredited Professional high density storage for nearly 1.5 million items.This efficient use of space will allow for 580 individual reading stations and over 100 collaborative study rooms,as well as a computer lab,cafe and other special spaces designated for music and video materials. UCLA Ronald Reagan Medical Center,CA Commissioning Manager--Part of the UCMT commissioning team provided commissioning management services for UCLAs 525 bed,state-of-the-art Westwood Replacement Hospital.The 1.2 million square feet, $1 billion in construction cost, 10-story structure is one of the first total replacement hospital projects to be built in accordance with the current California seismic safety requirements as a result of the 1994 Northridge earthquake. Nissan North America, Los Angeles,CA Project Manager-Managed the installation, system commissioning,verification testing, and complete system training of the Lenel security system for a 900,000 square feet facility. This project complies with the mandated rollout of the new Lenel based security system throughout the nation. Nissan North America,Los Angeles,CA Project Manager-Provided retro-commissioning to the existing chilled water system with the ability to reduce frequent maintenance, eliminate poor placement of flow switch,control humidity under all conditions and,therefore, prolong the life of the equipment.The retrofit costs$350,000 and ROI is 1.2 years. Toyota Motor Sales, Los Angeles,CA Project Manager-Managed the installation and commissioning of the DDC controls for a 300,000 square feet facility.The most significant energy savings realized through the ability to modify temperature parameters based on work area occupancy and through more precise operating parameters. EDAM! AECOM EXEMPLARY ENVIRONMENTS RESUME 1 9 Donald Tran,LEED AP Nissan North America,Los Angeles,CA Project Manager-Provide retro-commissioning to the existing electrical system including parallel feeder addition, retrofit of the existing PBX distribution system, breakers, panels, transformers,static transfer switches to eliminate single point of failure. Nissan North America,Los Angeles,CA Project Manager-Managed the upgrade of existing Nissan Emissions Test Lab.An overview of the included work to be performed is removal of existing test cell flooring and Dynamometer, provide electrical power, install A/C equipment, plumbing,and exhaust fans, installation of required pit metal work, and retrofitting of the existing cooling towers motors and pumps. Children's Institute,Inc.,CA Commissioning Manager-Providing LEED fundamental commissioning services on the rehabilitation and renovation of three structures totaling over 45,000 square feet of interior space.The Children's Institute Temple Street Campus provides a new kind of setting that pairs wellness services with expanded community programming in order to better reach and assist more children and families in need. Los Angeles Unified District School#1A,Sun Valley,CA Commissioning Manager-Provided commissioning for the new school campus located on a 22-acre site.The structures include three classroom buildings,gymnasium, multi-purpose room, lunch shelter and administration building.This$100 million in construction cost is a Collaborative of High Performance School(CHPS)-certified building with some unique green and sustainable components. San Diego International Airport,San Diego,CA Commissioning Manager-Providing LEED commissioning services for approximate additional 300,000 square feet conditioned space.The terminal processor would provide passenger processing facilities including airline ticketing, security screening, departure holdrooms, restrooms,concessions, public circulation and outbound baggage areas.The terminal expansion would also include an extension of the existing Terminal 2 West vehicle curb front used for pickup and drop-off of arriving and departing passengers to improve automobile flow and passenger convenience. Westminster Police Department,Westminster,CA Commissioning Manager-Providing LEED fundamental commissioning services for the Police Building approximately 95,000 square feet. Associated site,hardscape, landscape and possible roadway improvements are included.The Detention Facility will be located at grade level within the footprint of the Police Building. EDAM AECOM EXEMPLAR.!ENVIRONMENTS RESUMEI 10 AECOM Design �sC,r_�!^ ei P,-(-)e Fx;)-, it Andrew Bickerdyke, LEER AP 5ulichl'o p'nvslcisi. Education Mr. Bickerdyke is a member of the Advanced Design team in Orange, responsible for MEng(Hons)Engineering(First Class),2006, the delivery of specialist analysis and sustainable design services within the DMJM Collingwood College, University of Durham, Design.Andrew has several years experience in the design and technical analysis UK of complex building environments, including low-energy design,dynamic thermal modeling, mechanical systems simulation and computational fluid dynamics. This expertise includes building envelopes and innovative systems,working to inform Registration building mass,facade design,fenestration and cooling/ventilation strategy. Mr. LEED Accredited Professional Bickerdyke joined AECOM's UK operation in 2005 as an undergraduate engineer and rose to the position of Specialist Consultant before being transferred to AECOM Design in California, in order to assist in the development and implementation of Advanced Professional Affiliations Design services in the U.S. During his time with AECOM he has worked on a wide range of projects,covering a variety of market sectors,on both sides of the Atlantic. Associate Member of Institute of Mechanical Engineers(AMIMechE) Mr. Bickerdyke has experience in the evaluation, use and implementation of sustainable Chartered Institute of Building Services design solutions within a variety of markets, both within the US and Europe.A Engineers(CIBSE) significant number of these projects have resulted in innovative,cost effective, low energy design solutions to be incorporated and to follow sustainable certification procedures such as LEED and BREEAM. He has led the development of a number of Publications proprietary design tools for use in sustainable design applications, including AECOM Design's SSIMe(Sustainable Systems Integrated Model for Energy)software that Dominy,R.,Lunt,P.,Bickerdyke,A.,Dominy, facilitates the evaluation of the sustainable potential of community masterplans through turbine", Proc.IMechE Part A:Powwer er and J. "Self-starting capability of a and analysis of building energy use,district energy systems and renewable energy options. Energy,Vol 221, No.1, ISSN 0957-6509, Mr.Bickerdyke has also lectured at the University of California, Los Angeles(UCLA) 2007 on the topic of sustainable building energy masterplanning as part of the university's "Sustainable Planning and Building Design"course. Awards LADPW Facilities,CA Energy analysis conceptual design guidance on Los Angeles County Department of Institution of Mechanical Engineers:Donald Public Works'facilities in the LA County Area. Energy analysis was undertaken using contribution in the field of thermodynamics Julius Prize for best technical AECOMs SSIMe Energy Audit software,to ascertain the energy improvement which n and fluid mechanics(2007). could be achieved across the departments building stock from upgrades to the building stock,including lighting, HVAC and fenestration replacement. CIBSE ASHRAE Group:2007 Graduate of the Year(Runner up). NASA N232, Moffett Field,CA H&V News:Named as one of the UK building Conceptual low energy systems and thermal control design of a new sustainable office industry's"10 rising stars"in the September building at Moffett Field as part of the NASAAmes Research Center. The exemplarily 13th 2008 edition of H&V News Magazine. low energy design includes ground source heat pumps, hydronic radiant cooling,mixed mode ventilation,windows, photovoltaic electricity generation,solar thermal hot water and a sophisticated control system to maximize energy performance. San Ysidro Port of Entry,USA/Mexico Advanced design/energy consultant as part of the AECOM Design's wider engineer team working on the redevelopment of San Ysidro Port of Entry;anticipated to be the largest land port in the world by passenger numbers,upon completion. Roles include:conceptual design advice and computational fluid dynamics assessment of the proposed ventilation system in and around the border control booths;design guidance and preliminary energy assessment on 5 of the proposed new buildings,to facilitate the selection of architectural and engineering energy conservation measures. EDAW AECOM EXEMPLARY ENVIRONMENTS RESUME1 11 Andrew Bickerdyke NASA Langley,Langley,VA Preliminary design study assessing the energy performance of a number of architectural options, including building massing and fagade design of a new NASA office facility in Virginia. NASA CHSPAR,Houston,TX ASHRAE Code 90.1 energy compliance analysis for the purposes of assessing compliance with LEED Credit EA1;"Optimize Energy Performance". DEFRA office refurbishment,York,UK Feasibility study looking at the possible inclusion of various low and zero carbon technologies as part of the office refurbishment program. DEFRA North,UK A study to model 5 existing DEFRA buildings in the north of England using IES, in order to assess annual boiler loads for the purposes of assessing the feasibility of biomass boilers,and where applicable,sizing boilers for each of the sites. Theme Parks,CA Conceptual mechanical systems design including thermal load and energy modeling of a new theme park facility in California. Role also included computational fluid dynamics modeling of the proposed system to ascertain operational effectiveness under worst case conditions. Superstition Vistas,Phoenix,AZ Non residential energy analysis of the proposed 176,000 acre development near Phoenix,AZ to assess the sustainable potential of the development. East Edisto,SC Non residential energy analysis of the proposed 72,000 acre development in South Carolina,including district energy systems analysis of the development's mixed use land zones.-- Haihe River Masterplan,Tianjin,China Sustainable masterplanning energy design advise and non residential and district energy analysis of the proposed Haihe River eco-city in Tianjin, China. Melbourne,Australia Sustainable masterplanning building energy design advise and non residential and district energy analysis of the proposed new community near Melbourne,Australia. Guam Building energy design advice and analysis for the SSIM Sustainable Masterplanning effort as part of the US Marines move from Okinawa,Japan to a new joint military facility in Guam;expected to become the largest LEED accredited facility in the world upon completion. Laguna Caren,Chile Building energy,district systems and renewable energy design advice and assessment, for a new community development near Santiago,Chile. Seattle Architecture 2030,WA Part of the team consulting with the City to develop policy approaches and alternatives for the consideration of the City's Green Building Task Force,Mayor and City staff. The team provided an evidence base approach to help the City decide what policy options—either mandates or incentives—would help move the City towards achieving the ambitious Architecture 2030 goal of zero carbon development by 2030. EDA'H AEGOM EXEMPLARY ENVIRONMENTS RESUMEI 12 EDAW A.5v1JOM Fersc nne! o;eci Alexander Quinn C��cU.Or Q( Cl,ldm�14E Cl'.L�i„il'iC� A�,, -nrc� Rc� Education Mr.Quinn is the Director of EDAW AECOM's Sustainable Economics practice Master of City Planning, Department of for the Americas Region. He has over ten years of planning and economic City and Regional Planning, University of analysis experience and specializes in sustainable development,socio- California, Berkeley, 1998 economics,and urban regeneration. His practice has focused primarily on Bachelor of Arts in Politics, University of addressing urban economic questions under a sustainability lens, be it economic California Santa Cruz, 1994 development,housing, public finance,or community development. Mr.Quinn uses innovative quantitative analysis techniques to inform policy makers in planning, redevelopment, public policy,and land use strategies.These include building Associations multivariate regression,socio-economic modeling,carbon pricing mechanisms, Livable Berkeley, Board Member green premium analysis,development feasibility,economic impact, and life-cycle American Planning Association analysis. Mr.Quinn combines his considerable quantitative skills with an extensive Urban Land Institute background in sustainability,economic development,transit-oriented development (TOD),pubic finance,and affordable housing techniques. TransForm Walnut Creek Transit Village Development Plan,Walnut Creek,CA EDAW AECOM provided a development plan that outlines the size,design, Honors+Awards sustainable elements(including targeted LEED ND and NC credits),and impacts Los Angeles Chapter APA Award,Grass of the City's proposed transit village,directly adjacent to the Bay Area Rapid Roots Initiative Planning, Hollywood Freeway Transit(BART)station Central Park Feasibility Study, 2008 Northern California APA Award, Grass Roots Climate Action Plans for the Cities of Albany and Piedmont,and Alameda Initiative Planning, San Francisco Chinatown County,CA Economic Action Plan, 2008 EDAW AECOM's Climate Action Plans(CAPs)address measures to reduce National APA Award, Federal Planning greenhouse gas(GHG)emissions generated by city-operated facilities and Division, USCG Sector Guam Space other community sources, including indirect sources.The CAPs include targets Utilization and Relocation Feasibility Studies, for carbon emissions reductions and measures that incentivize green building 2007 and energy-efficient retrofits,and encourage land use planning policies that limit vehicle-miles travelled and opportunities for renewable energy sources. In Recent Presentations order for local municipalities to achieve their reduction goals, EDAW AECOM Greenhouse Mitigation Programs and encourages metrics that allow for an increasing population and expanding Alternative Energy Finance,Great valley economy yet are consistent with California's greenhouse gas reduction mandates. Center Conference, 2009 Seattle Energy Efficiency Policy Analysis for New Buildings,Seattle,WA The Economics of Climate Action Plans, National Association of Environment EDAW AECOM analyzed policy options for new buildings to assist the City of Planners, 2009 Seattle's Green Building Task Force develop a system of incentives and mandates Growing Cooler,Climate Change and Land for a policy regime that will achieve the goal of carbon neutrality for all new Use, Urban Land Institute, 2008 construction by 2030.We also developed a system of metrics and ratings to What is the Economic Engine Behind San analyze and compare eight policy proposals,which were modeled and quantified Francisco's Chinatown?San Francisco in terms of benefits and costs using real estate development projections and Planning and Urban Research energy model outputs from EDAW AECOM's proprietary Sustainable Systems Association(SPUR), 2008 Integrated Model(SSIM). Bay Area Air Quality Management District—Development Modeling and Emissions Projections,CA The Bay Area Air Quality Management District was tasked with designing a regulatory regime targeted at industries sectors that are most responsible for GHG emissions and criteria pollutants in the future. In order to set appropriate thresholds that would result in meaningful GHG reductions, an analysis was conducted of future development through 2020—population driven residential EDAW AECOM EXEMPLARY ENVIRONMENTS RESUME] 13 Alexander Quinn Lectures/Teaching Engagements development and employment driven commercial,industrial,and retail Public Finance Mechanisms for Sustainable development. Development projections were determined for the nine-county Bay Development Area, including the number of projects that would trigger California-mandated University of Californo, Davis Extension, environmental review.This information was then used in an emissions and criteria Davis. 2008 pollutant modeling program to assess the absolute and relative contribution of Using Pro Forma Analysis to Evaluate Land industries and buildings to future pollutant load. Use Alternatives Air Quality Technical Contract Support for Land Use and Transportation Masters of Urban Design Program, Planning Program,Sacramento County,CA University of California, Berkeley,2007 Community-Based Planning Models EDAW AECOM is currently under contract with the Sacramento Metropolitan Air Quality Management District(SMAQMD)to perform land use and transportation Haas Center for Public Policy, planning technical support.The firm provides assistance with identifying, Stanford University,2000 quantifying,documenting,and implementing emission reduction strategies and provide cost effectiveness calculations,as needed. Specifically, EDAW AECOM assisted with SMAQMD's recently released 2007 update to the Recommended Media Presentations Guidance for Land Use Emission Reductions.As part of that work,we How Can Chinatown Weather the developed percent reductions in carbon dioxide emissions associated with the Economic Downturn implementation of each mitigation measure. KVTO Radio,2008 Regional Sustainable Development, Santa Monica LED Feasibility Analysis,CA PenForward TV,2008 With AECOM Energy, EDAW AECOM evaluated the public financing mechanisms Economic Development Strategies for available to the City of Santa Monica to finance a complete exchange of their San Francisco's Chinatown,Tsing Tao Radio, traditional lighting to LEDs.This included evaluating private party financing where Ida Choy Show,2008 the City would pay a private installer based on the energy savings realized until full payback.Other options included Qualified Energy Conservation Bonds,utility rebates,and carbon offsets. Solar Initiative Job Generation and Labor Linkage Business Plan,CA EDAW AECOM is working with AECOM Energy to develop a business plan for LADWP's Solar Energy Plan to directly build and operate 400 megawatts of solar power by 2020.The plan will determine important job training and placement strategies to low-and moderate-income communities in Los Angeles, linking existing infrastructure to the existing workforce development in the metropolitan area.The business plan intends to maximize the initial investment in Solar energy with long-term job generation to under-employed labor markets within the City. Mexico City Sustainable Urban Regeneration,Mexico EDAW AECOM performed urban design, economics, and landscape architecture services for a landmark urban regeneration project in Mexico City involving the tunneling of a major road and creation of an 8 hectare linear park above. The major components of the project include the design of mixed-use high density urban nodes, significant new open spaces, public transit facilities,and public gathering destinations.The financing calls for a mix of private and public commitments towards the overall improvement of the corridor, recognizing the long-term tax generation benefits and increased land values that will be realized from the public and private sectors. San Francisco Urban Forest,San Francisco,CA In an ambitious reforestation effort taken on by the City of San Francisco,the City required a comprehensive Urban Forest Master Plan.To complement the detailed environmental and landscape plans developed by the design and planning team, the EDAW AECOM Sustainable Economics Group developed estimates for the benefits of urban forests, both direct(i.e. real estate appreciation,increased retail sales, increased lease/sales rates)and indirect(i.e., reduced stormwater runoff, mitigated urban heat island effect, improved air quality, improved public health, etc.)and devised an implementation scheme and financing strategy.This strategy focused on how the City could finance both initial capital costs of reforestation and long-term operations and maintenance costs. EDAW AECONI EXEMPLAR`/ENVIRONMENTS RESUME 14 EDANN AECOM Laura Cacho �_Iislainal)le Ecvnolnlst Education Laura Cacho is a sustainable economist with EDAW AECOM's West Coast Master of City Planning, Department of economics practice.She specializes in analyzing the socio-economic component City and Regional Planning, of development plans and policy documents related to economic development University of California, Berkeley. 2003 and affordable housing. Her work also includes climate action plans, green job Bachelor of Arts in Environmental Sciences, generation strategies,sustainability guidelines, market studies, and development University of Virginia.2002 feasibility analyses. Ms.Cacho complements her knowledge of economic analysis with over four years of work experience in redevelopment, green building,and community-based planning. Affiliations American Planning Association Climate Action Plans for Cities of Albany,Piedmont,and Menlo Park,CA San Francisco Planning and Urban The Climate Action Plans(CAPs)will address measures to reduce greenhouse Research Association(SPUR) gas emissions generated by city-operated facilities(e.g.,water treatment plants, U.S. Green Building Council city-owned vehicle fleet)as well as from emissions sources that are privately owned or operated, including indirect sources(e.g., motor vehicle trips).The Urban Land Institute CAPs will include measures that incentivize green building and energy-efficient retrofits,and encourage land use planning policies that limit vehicle-miles travelled and opportunities for renewable energy sources. In order for local municipalities Honors+Awards to achieve their reduction goals EDAW AECOM will encourage metrics that allow University of California Transportation for an increasing population and expanding economy yet are consistent with Center Fellowship, 2006 Californip's state-wide mass greenhouse gas reduction targets. APAiPXA/Honor Award for Transportation Plans,2004 City of Burien Pedestrian and Solar Initiative Job Generation and Labor Linkage Business Plan,CA Bicycle Facilities Plan EDAW AECOM is working with LADWP to develop a business plan for its Los Harrison Undergraduate Research Award, Angeles Solar Energy Plan to directly build and operate 4.5 megawatts of solar 2001 power by 2020.The plan will determine important job training and placement University of Virginia Echols Scholar, strategies to low and moderate-income communities in Los Angeles, linking to 1998-2002 the existing workforce development infrastructure already in operation in the metropolitan area.The business plan intends to maximize the initial investment in Solar energy with long-term job generation to under-employed labor markets within the City. Northeast Fairfield Station Market Strategy,Industry Cluster Analysis,Fiscal Impact Analysis,and Financing Plan,CA EDAW AECOM is providing a market strategy and financing plan for a large scale master-planned community directly adjacent to a new Amtrak Station.The market study evaluates viable rail logistics uses that could locate in the planned research and development park as well as new nascent green industries,which could locate near a major transit hub in Fairfield,California.The market analysis also evaluates the timing and placement of higher density residential uses not currently present in Fairfield's residential market, analyzing household formation trends and corresponding shifts in housing demand. In addition,the financing plan evaluates the long-term fiscal impacts of the project, both from first-time capital improvements and the long-term service provision offered to the residents and employees.Where short-falls are identified,the plan recommends district-level financing mechanisms to ensure a long-term fiscal surplus to the City. EDAN AECONI EXEMPLARY ENVIRONMENTS RESUME! 15 !_aura Cacho San Bernardino Downtown Vision Plan,San Bernardino,CA EDAW AECOM developed a vision plan to reconfigure San Bernardino's Downtown as the cultural and entertainment center for San Bernardino County. The Vision plan included an extensive community participation process following up earlier work completed by the Urban Land Institute. The Vision plan evaluated viable market opportunities, recommended implementation strategies, and identify funding sources to initiate improvements in the City's urban core. Transit Center District&4th/King Railyards Plans,San Francisco,CA EDAW AEDCOM's Transit Center District Plan builds on the City's renowned 1985 Downtown Plan,which envisioned the area around the Transbay Terminal as the heart of the new downtown.The study will produce new planning policies and controls for land use, urban form, building design, sustainability and public realm improvements for private properties as well as for properties owned by the Transbay Joint Powers Authority. Use of LEED standards in concert with the sustainability guidelines is being considered. Dundee Development,Saskatoon,Canada In the midst of a real estate boom in Saskatoon,Saskatchewan, EDAW AECOM was retained by Dundee Developments to prepare a sustainable development plan for the East Sector Area,a 4,000 acre site in the process of being entitled for development in the City Saskatoon.As part of the sustainable development plan, EDAW AECOM led an interactive sustainability charrette with the client in order to develop sustainability targets in the area's urban form,transportation, ecology and landscape, community amenities,water, and energy.Our Sustainable Economics Group performed a market analysis to determine the viable residential and commercial uses, including demand and absorption estimates, prior to this charrette. Based oo,loCal and international standards,the SSIM Socio-economic model was also applied to the plan to recommend levels of achievement in social equity-and to estimate square footage demand for community amenities. San Francisco Urban Forest,San Francisco,CA In an ambitious reforestation effort taken on by the City of San Francisco,the City required a comprehensive urban forest master plan.To complement the detailed environmental and landscape plans developed by the design and planning team, the EDAW AECOM's Sustainable Economics Group developed estimates for the benefits of urban forests, both direct(i.e., real estate appreciation,increased retail sales, increased lease/sales rates)and indirect(i.e., reduced stormwater runoff, mitigated urban heat island effect, improved air quality, improved public health, etc.)and devised an implementation scheme and financing strategy.This strategy focused on how the City could finance both initial capital costs of reforestation and long-term operations and maintenance costs. Drawing on best management practice case studies of urban forest programs in other cities, EDAW AECOM assessed the feasibility of implementing financing/funding strategies such as community benefit districts, public utilities commission fees, and public bonds. EDAW AECOM EXEMPLAR`!ENVIRONMENTS RESUME' 16 EDAW AEVOV Per sc,i .e Pa,,,;eci Honey Waiters ChmalA Cl13n,"e - G,': I Education Honey Walters is the practice leader of air quality and climate change services M S..Atmospheric Science, in EDAW AECOM's Sacramento office and has more than 10 years experience University of California, Davis, 2001 in both the public and private sectors. Her experience includes the preparation B.S Environmental Science, of technical studies, related sections of CEQA and NEPA documents,conformity Indiana State University, 1998 analyses, health risk assessments,and air pollution reduction plans for industrial, commercial, residential, mixed-use, recreational,educational,water resource, restoration,and many other types of projects.She also has assisted local air Professional Affiliations districts with guidance/rule/policy development,applied global climate change American Meteorological Society analysis and mitigation techniques in the development of plan policies and Air and Waste Management Association environmental analyses,calculated off-site mitigation fees,developed construction and operational mitigation plans, performed alternative analyses, initiated smart INCE (Institute of Noise Control Engineering) growth measures in the design stage of projects, and reviewed and participated ASA(Acoustical Society of America) in traffic analyses. Solar Cookers International, Board of Directors Climate Action Plan(CAP)Development,Albany and Piedmont,CA EDAW AECOM was selected by the Cities of Albany and Piedmont to prepare Climate Action Plans.The plans will prioritize GHG reduction measures for each Teaching/Lectures City, identifying economic costs/benefits for each, and identifying how each Speaker;"Dimensions of Local Climate proposed measure Contributes toward meeting Greenhouse Gas reduction Action Plans—Planning, Finance,Outreach targets established for each City. Each plan also includes public outreach and and Advocacy," panel presented at 2009 coordination with City advisory committees,and will be incorporated within either NAEP National Conference in Phoenix, ongoing or soon-to-be-initiated General Plan updates. Arizona Speaker,"Climate Change Assessments: Climate Action Plan(CAP)Development,Mountain View,CA Thresholds/Benchmarks,Analytical EDAW AECOM was selected by the City of Mountain View to prepare a Climate Methodologies,and Reduction Strategies," Action Plan.The plan will prioritize GHG reduction measures, identifying economic panel presented at 2009 NAEP National Conference in Phoenix,Arizona costs/benefits for each,and identifying how each proposed measure contributes toward meeting GHG reduction targets established by the City.The plan also includes public outreach and coordination with City advisory committees, and will be incorporated within a soon-to-be-initiated General Plan update. Development of Greenhouse Gas Analytical Methodologies Contract Support,CA EDAW AECOM was retained by the California Air Pollution Control Officers' Association(CAPCOA)to develop methodologies for quantifying and analyzing GHG emissions generated by proposed land use development projects.The methodologies will be used to evaluate a project's contribution to global climate change for the purposes of environmental impact assessment. EDAW AECOM also developed a quantitative threshold framework to determine whether proposed land use development projects would be consistent with state-wide GHG reduction goals,while accommodating future projected growth in both the state's economy and population. This work was presented in CAPCOAs CEQA&Climate Change document released January 2008. Development of Greenhouse Gas Mitigation Strategies Contract Support,CA EDAW AECOM provided a comprehensive list of mitigation measures currently in practice and under study that would reduce GHG emissions associated with land use development, planning-level, infrastructure projects,and goods movement. EDAW AECOM EXEMPLARY ENVIRONMENTS RESUMEI 17 Honey Walters We also assessed the feasibility of each measure in terms of its reduction effectiveness,technological and logistical availability,and economic cost. In addition, EDAW AECOM evaluated whether any measures could potentially result in secondary adverse or beneficial impacts to air quality. Measures identified would mitigate emissions on-and off-site from mobile,area, and stationary sources,and would address regional-and local-scale projects.This work was presented in CAPCOAs CEQA&Climate Change document. Greenhouse Gas Analytical Methodologies and Reduction Strategies for Land Use and Transportation Planning Scenarios,WA EDAW AECOM is conducting a study to develop a range of advisory methods and supporting computer modeling capabilities for Washington's counties and cities to quantify GHG emission reductions from a variety of specific land use and transportation measures policy options and strategies,and to do so in a manner that reflects regional and local variations and the diversity of the State's counties and cities. EDAW AECOM will also assess the applicability of the current best practices in terms of GHG reduction measures to Washington's Growth Management Act,evaluating relative to feasibility,cost effectiveness,and ability to realize quantified reductions. Solano County General Plan and EIR,Solano County,CA The Solano County General Plan Update involves a comprehensive revision to most of the County's General Plan elements. EDAW AECOM developed goals, policies,and implementation strategies that will allow the County to accommodate growth while reducing GHG emissions,and also adapt to foreseeable adverse impacts of climate change.The General Plan Update will compile a comprehensive list of transportation and circulation, land use,conservation,air quality, and related policies and strategies into a Climate Change Element, one of the first of its kind. tDAW AECOM will also be completing the EIR for the General Plan,for which EDAW will perform climate change and air quality analyses of the potential impacts of the Update on affected resources. Mitigation measures will be proposed as necessary,or will be incorporated into the Update where appropriate. Rio del Oro Specific Plan EIR/EIS,Rancho Cordova,CA EDAW AECOM prepared the climate change and air quality analyses for the Rio del Oro Specific Plan EIR/EIS,over 3,800 acres of residential, industrial, commercial,open space,and public uses in eastern Sacramento County, in the City of Rancho Cordova. Ms.Walters managed air quality assessments,evaluating impacts using a variety of technical models for five alternatives,each at an equal level of detail. EDAW AECOM developed a methodology for quantification of GHG emissions and evaluation of the project's incremental cumulative contribution to global climate change in absence of any adopted or recommended guidance or significance thresholds from federal, state,or local agencies.The climate change analysis presented in this document,which included a calculation of project- generated GHG emissions and a threshold based on the project's efficiency with respect to Assembly Bill(AB)32,was one of the first of its kind in California. Air Quality Technical Contract Support for Land Use and Transportation Planning Program,Sacramento County,CA EDAW AECOM is currently under contract with the Sacramento Metropolitan Air Quality Management District(SMAQMD)to provide land use and transportation planning technical support.This includes identifying,quantifying,documenting, and implementing emission reduction strategies,and providing cost effectiveness calculations, as needed.Specifically,we assisted with SMAQMD's 2007 update to the Recommended Guidance for Land Use Emission Reductions.As part of that work, EDAW AECOM developed percent reductions in carbon dioxide(CO2) emissions associated with the implementation of each mitigation measure. EDAW AECOM EXEMPLARY ENVIRONMENTS RESUMEI 18 JVi iV I lily\•' �JV .VV Heather Phillips C!n,aie Change + AID Ouality Soec alsi Education Heather Phillips is a climate change/air quality specialist for the Sacramento M.S.Atmospheric Science,concentration office,where she serves as the Technical Advisor to EDAW AECOM's Global in Environmental Sustainability, Climate Change Committee of CEQA/NEPA professionals.She possesses a University of Michigan College of strong educational background in global climate change,sustainable design and Engineering, December 2004 engineering practices,air pollution chemistry, meteorology,and environmental B.S.Atmospheric Science,concentration policy,coupled with extensive air quality and global climate change computer in Meteorology. University of Michigan modeling and programming experience. Her experience includes the preparation College of Engineering. December 2003 of technical studies, related sections of CEQA and NEPA documents,conformity analyses,and air pollution emission reduction plans for industrial,commercial, residential, mixed-use, recreational,educational,water resource,flood protection, Professional Affiliations restoration,and many other types of projects.Ms. Phillips has conducted GHG Air and Waste Management Association impact assessments for over 20 projects,including infill urban development, Association of Environmental Professionals commercial shopping centers,infrastructure, ecological restorations,large-scale American Planning Association residential developments, master planned communities, and city and regional general plans. She has also provided background for cities that are developing their own local climate change action plans. Teaching/Lectures California's Coalition for Adequate Climate Action Plans for Local Municipalities,CA School Housing, Environmental Mitigation EDAW AECOM h2s been selected to prepare Climate Action Plans(CAPs)for Handbook, February 2009 multiple municipalities in California.The CAPs will address measures to reduce California Association of Environmental GHG emissions generated by city-operated facilities(e.g.,water treatment plants, Professionals State Conference. "Visualizing city-owned vehicle fleet)as well as from emissions sources that are privately Climate-Responsible Communities: owned or operated, including indirect sources(e.g., motor vehicle trips).The Retrofitting the Built Environment", CAPs will include measures that incentivize green building and energy-efficient San Francisco, CA, March 18, 2009 retrofits, and encourage land use planning policies that limit vehicle-miles travelled National Association of Environmental and opportunities for renewable energy sources. In order for local municipalities Professionals Annual Conference. to achieve their reduction goals EDAW AECOM will encourage metrics that allow "Visualizing Climate-Responsible for an increasing population and expanding economy yet are consistent with Communities: Retrofitting the Built California's state-wide mass greenhouse gas reduction targets. Environment",Scottsdale,AZ, May 4, 2009 San Joaquin County General Plan Update,San Joaquin County,CA Awards San Joaquin County selected EDAW AECOM to prepare a climate change AECOM Excellence Award Merit Award, background report and analysis in support of a comprehensive update of its 1992 Sustainability and Energy Category, 2008 General Plan. Key issues in San Joaquin County related to climate change include the vulnerabilities of the Sacramento-San Joaquin Delta associated with sea level EDAW IN-Prize Honorable Mention, 2007 rise and salt water intrusion,water supply and water quality,agriculture,and the James B Angell Scholar, desire of the County and the public to reduce GHG emissions from activity within University of Michigan, 2004 the unincorporated area of the County.Ms. Phillips prepared the climate change Marian Sarah Parker Scholar, background report,which included the current state of the science, regulatory University of Michigan,2003 background,effects of global climate change on the plan area. Development of Greenhouse Gas Analytical Methodologies Contract Support,CA EDAW AECOM was retained by the California Air Pollution Control Officers' Association(CAPCOA)to develop methodologies for quantifying and analyzing GHG emissions generated by proposed land use development projects.The methodologies will be used to evaluate a project's contribution to global climate change for the purposes of environmental impact assessment. EDAW AECOM EDAW AECOM EXEMPLARY ENVIRONMENTS RESUMEI 19 Heather Phillips also developed a quantitative threshold framework to determine whether proposed land use development projects would be consistent with state-wide GHG reduction goals,while accommodating future projected growth in both the state's economy and population.This work was presented in CAPCOAs CEQA&Climate Change document released January 2008. Development of Greenhouse Gas Mitigation Strategies Contract Support,CA EDAW AECOM provided a comprehensive list of mitigation measures currently in practice and under study that would reduce GHG emissions associated with land use development, planning-level, infrastructure projects,and goods movement. We also assessed the feasibility of each measure in terms of its reduction effectiveness,technological and logistical availability,and economic cost. In addition, EDAW AECOM evaluated whether any measures could potentially result in secondary adverse or beneficial impacts to air quality.Measures identified would mitigate emissions on-and off-site from mobile,area,and stationary sources,and would address regional-and local-scale projects.This work was presented in CAPCOAs CEQA&Climate Change document. Greenhouse Gas Analytical Methodologies and Reduction Strategies for Land Use and Transportation Planning Scenarios,WA EDAW AECOM is conducting a study for to develop a range of advisory methods and supporting computer modeling capabilities for Washington's counties and cities to quantify GHG emission reductions from a variety of specific land use and transportation measures policy options and strategies, and to do so in a manner that reflects regional and local variations and the diversity of the State's counties and cities. EDAW AECOM will also assess the applicability of the current best practices in terms of GHG reduction measures to Washington's Growth Management Act,evaluating relative to feasibility,cost effectiveness, and ability to realize quantified reductions. Air Quality Technical Contract Support for Land Use and Transportation Planning Program,Sacramento County,CA EDAW AECOM is currently under contract with the Sacramento Metropolitan Air Quality Management District(SMAQMD)to provide land use and transportation planning technical support.This includes identifying,quantifying,documenting, and implementing emission reduction strategies,and providing cost effectiveness calculations,as needed.Specifically,we assisted with SMAQMD's 2007 update to the Recommended Guidance for Land Use Emission Reductions.As part of that work, EDAW AECOM developed percent reductions in carbon dioxide(CO2) emissions associated with the implementation of each mitigation measure. St.Helena Community Visioning Process,Napa County,CA In 2006,the City chose EDAW AECOM to facilitate a community visioning process and prepare a comprehensive update of its 1993 General Plan to respond to current community concerns, including maintaining an authentic, rural small-town atmosphere, reducing traffic congestion, improving walkability,diversifying the tourist-oriented economy, providing real options for workforce housing,solutions to recurring flood damages,and combating the environmental and economic effects of global climate change. EDAW AECOM prepared a GHG and Climate Change Background Report,which identified key issues and context to assist St. Helena with developing an optional Climate Change General Plan Element. EDAM/ AECOM EXEMPLARY ENVIRONMENTS RESUME! 20 Vishal Bhargava, LEED AP 1.% l�dn ['gSi�ner� Lur17 Pk:n:r?; Education Vishal Bhargava has served as a lead planner and urban designer on a wide Masters in Business Administration, variety of complex projects involving planning and implementation of large master University of California in Los Angeles planned communities,transit oriented developments, mixed use projects,urban (UCLA). 2008- Present redevelopment and regeneration,and sustainability modeling.As an architect Masters in Uroan Planning,University of and urban designer, Mr. Bhargava has produced dynamic urban plans with an Illinois at Urbana Champaign,2002 emphasis on creating pedestrian oriented urban neighbourhoods and vibrant Dcctoral Degree in Urban and Regional communities. Mr. Bhargava specializes in urban redevelopment and regeneration Planning, University of Illinois at Urbana and is known for his strategic problem solving skills,and sustainable approach to Champaign, 2002-Present land planning.Collaborating with major developers,cities,and agencies, he has Bachelor of Architecture, School Of demonstrated a unique ability to create significant added value for all interests Planning and Architecture, Nev.,Delhi, India, involved, by creating one-of-a-kind addresses and focusing his design solutions 1998 on the establishment of a superior public realm. Mr. Bhargava has been involved in the development of models that serve as tools in developing designs with reduced carbon footprint, including SSIM(Sustainable Systems Integrated Model)that allow a developer to optimize energy,water, transport, green building and ecological resources within a project. Vishal has led the,des'ign efforts for a number of significant projects,including: the Redevelopment of the Irvine Business Complex;The Vision plan for Fontana Speedway Project;The Masterplan for EI Rancho San Benito-an 11,000 acre project in Northern California;and the carbon reduction strategy for the City of San Marcos. Currently Vishal is working on the vision and master planning effort of a new 40,00 acre transit oriented development in Northern California. Speedway Redevelopment,San Bernardino,CA The speedway redevelopment site provides a complex mix of unique land uses in close proximity.The project site is home to the Auto-Club speedway,a regional landmark for auto-oriented sports,while being one of the last frontiers for heavy industrial uses left in South California. EDAW has been tasked with developing a vision and urban design framework for the project site. Sustainability Strategy-General Plan Update for the City of San Marcos,CA EDAW has been retained by the City of San Marcos to update the City's General Plan.As part of General Plan update EDAW has been contracted to develop an integrated sustainability strategy.This includes developing strategies for green house gas reduction based on modeling urban form,water,building energy, transportation, and ecological systems.The study shall evaluate both the retrofit of existing uses as well as new development. Ell Rancho San Benito(ERSB)Sustainability Plan,CA ERSB is a cohesive,walkable, self-sustaining,fully integrated 5,712-acre community that will provide housing,employment,education, and recreation for its residents and visitors.EDAW AECOM is developing a Sustainability Plan that will balance economic,social,and environmental benefits.Using a comprehensive sustainability modeling process to evaluate the land plan and development program alternatives,ERSB will: 1)optimize the environmental and market value of sustainability programs; 2)streamline regulatory compliance; and 3)will achieve exemplary status(within the county)as a sustainable new community. EDAW AECOM EXEMPLARY ENVIRONMENTS RESUMEI 21 Vishal Bhargava, LEED AP IBC Mixed Use Development,Irvine,CA The City retained EDAW to develop a vision and implementation strategy to transform the IBC into a vibrant mixed-use district. EDAW is taking the lead in developing town center alternatives for evaluation within the EIR. Using a GIS database Edaw shall develop a parcel based inventory of current trip allocations within the Irvine Business Complex. EDAW shall test the town center alternatives for impact on trip internalization for the project area based on a GIS based model. The model shall test variables such as diversity of land uses,design of projects, and density of residential as well as employment uses. EDAW is also exploring the use network analyst based indicators and tools within a GIS environment to assess pedestrian access to transit, impact of transit on different town center alternatives in terms of trip capture, park access,as well as the design of trails and bike ways. Irvine Business Center—Town Center Land Use Optimization The project involved creation and testing of various town center alternatives for Irvine and selection of an optimal mix of land uses that maximized local trip capture and achieved the highest VMT reductions. East Edisto Sustainability Planning,East Edisto,SC Sustainability and ecological planning for a 70,000-acre site including multiple new villages, hamlets,a transit oriented town, rural development zones and 50% conservation land. Quantitative modeling,programming and design of carbon sequestration programs for urban and rural forestry;community agriculture programs; and habitat conservation at the urban nature interface The Preserve,Chino,CA Land Planning andCommunity Design for 800-acre mixed-use community in dairy-4and's setting. Use of hybrid TND principles in price sensitive market.The mixed-use urban core is a central community"spine"of commercial, recreational, civic, institutional, high density housing and live/work uses. Yarbrough Southwest Village Master Plan,West Sacramento,CA Master plan for a 700 acre area of the Southport master planned community in West Sacramento,California. Master plan allows for up to 3,000 dwelling units, Mixed-Use Village Core, Golf Course, Public Lake, School, and Parks. Kaka'ako Master Plan,Honolulu,HI Develop a Strategic Implementation Plan(SIP)for 52.7-acres within the Kaka'ako Community Development District in central Honolulu.A Design Guideline was developed to help identify the overall vision, master plan,and urban design principles for the revitalization of the underdeveloped downtown.The SIP identified "catalyst projects"that would jumpstart development and provide the nucleus for redevelopment of KS' lands in Kaka'ako. EDAW AECOM EXEMPLARY ENVIRONMENTS RESUMEI 22 EDAVV AECOM Lisa Fisher, AICP, LEED AP Uil)Fn Pianner Education Lisa Fisher is an urban planner with experience encompassing comprehensive, M.S., Urban Planning. Columbia University, specific, international,and environmental planning,with an overall focus in New York, NY,2003 sustainability. Ms. Fisher's professional skills include regional-to neighborhood- B.F.A .Graphic Design, University of Illinois scale land use planning, project management, policy development and analysis, at Urbana-Champaign, IL, 1995 community design,campus planning, public facilitation and visioning,water sensitive urban design, and open space/agriculture preservation.She is highly skilled in managing complex teams and projects functioning under especially tight Affiliations budgets and timeframes. Her academic work to date includes"baby boomers," American Planning Association disaster mitigation and urban infrastructure in the developed and developing American Institute of Certified Planners world,waste reduction,and city greening. City of San Francisco Parks, Recreation and Laguna Caren Sustainable Master Plan,Santiago,Chile Open Space Advisory Committee EDAW AECOM is providing sustainable master planning, urban design,economic San Francisco Planning and Urban development, architecture, and environmental planning to the evolution of a 1,000- Research Association (SPUR)Sustainable hectare private-public partnership development centered in the rapidly growing Development Committee western side of Santiago.Building on the original 2001 study,this multi-year SF Neighborhood Parks Council effort includes planning and visioning workshops, detailed market and physical SF Bicycle Coalition site analysis,development of big ideas through detailed planning (including open space,circtflation, phasing), and cost-benefit analysis of a comprehensive sustainability framework.The future vision includes a walkable and transit- Honors+Awards accessible community of over 30,000 residents housed in a variety of dwelling Society for College and University Planners, units,a university campus,campus town,regional park,entertainment district, and Award of Honor; Excellence in Planning research/technology park, integrated into the greater Santiago region. for an Established Campus Category, Mission College, 2009 Mexico City Sustainable Urban Regeneration,Mexico City,Mexico Northern Section of the California Chapter EDAW is providing urban design,economics, and landscape design services for of the American Planning Association's 2007 a landmark urban regeneration project in the heart of Mexico City.The project Award for Planning Project: Emeryville aims to revive a 1.5 kilometer section of a historic urban corridor,knitting together Park Avenue District Plan vibrant, but divided neighborhoods and creating 5 hectares of new open space Columbia University Urban Planning Award: by tunneling part of the major roadway. Major components of the project include Outstanding Contribution in Leadership and mixed-use high density urban nodes,significant new parks and plazas, public Planning Education transit facilities,and public gathering destinations.The financing calls for a mix of William Kinne Study and Travel Fellows private and public commitments, recognizing the long-term tax generation benefits Award Hazard Planning in Iceland and increased land values that will be realized from the public and private sectors. Confidential Waterfront Urban Regeneration,Vancouver,Canada Presentations EDAW AECOM is working on a sustainable master plan vision process for 350 2008 EcoCity Summit, Session Moderator unique waterfront acres in northern Vancouver, on behalf of a unique public- Eco-Frameworks for Long-Term Sustainable Urban Development private venture.This diverse future community of over 25,000 residents and 25 million square feet of development is envisioned to incubate the creative California Chapter,American Planning class,economic development,cultural resources,and cutting-edge energy Association (APA)2007 State Conference, and infrastructure.The project includes sustainable planning, urban design, Session Moderator and Coordinator Baby Boomers and the Urban Experience and landscape design services to transition the currently neglected site into an California Chapter,American Plannina innovative and dynamic mixed-use environment.Additional highlights include a Association (APA)2004 State Conference, significant network of waterfront and interior parks and open spaces, integrated Session Moderator and Coordinator: world-class educational and health facilities, and an overall character that will Partnering for Agriculture Preservation appeal to local residents and international tourists alike. EDAW AECOM EXEMPLARYENVIRONMENTS RESUME I 23 Lisa Fisher, LEED AP APA 2004 National Conference, Session El Charro Specific Plan,Livermore,CA Mooerater and Cocro;natoi Disaster The City of Livermore retained EDAW AECOM to develop a Specific Plan for Plannina in California and Beyond approximately 250 acres on its western edge that would realize the desired A.PA 2004 Poster Presentaticn development and highlight a main City's gateway.The area is designated in the ✓aste Reduction Beyond Recycling City's General Plan for a mix of freeway and regional-serving commercial uses,as well as floodway and airport protection areas. Publications Regional Land Strategy,FL Tre Uroan Boom(ers). Muitifamil;Trenbs, EDAW AECOM led a team of land planners,designers, economists,engineers, Urban Land Institute Summer 2007 conservational ists,and attorneys in the development of a regional strategic Diversion is Not waste Reduction An development framework plan for over 250,000 acres of phosphate mining land in Argument for More Than Recycling, Central Florida.The plan includes high-level land use, sustainability,circulation, Columbia University Master's Thesis• Urban conservation,economic and entitlement strategies for the entire site.The effort Pianning Program, archived in the Avery Library Rare Book Collection,2003 also identified and organized future development opportunity areas and potential Recycling nary Rs Ten Reforms for Making strategic inducers,and provides community planning and design for 12 focused Nev.,ycl York City's Recycling n Reforms Program More sites.Overall,the project seeks to maximize the future value of the land while Cost-Effective Natural Resources Defense protecting the unique environmental setting to create a lasting legacy for the client Council Researcher, New York, 2003 and the State. Globalization and Coffee,A Potentially Hacienda Santo Tomas,Costa Rica Beneficial Relationship, URBA!NI, Columbia University Urban Planning Magazine,2002 EDAW AECOM's planning and landscape studios are leading the development of an approximately 1,200-hectare site along the northwest coast of Costa Rica into a world class"equestrian lifestyle"destination. Using the complex natural ecology and topography as a guide,the team has designed five distinct resort communities to reflect,work in concert with,and connect users to the unique natural environments.The communities are coordinated by a comprehensive circulation and open space network that capitalizes on ocean views while protecting steep slopes and avoiding erosion. Hacienda Santo Tomas will be designed to provide both guests and residents with the highest quality recreation and n'gtural amenities(including equestrian and polo facilities),sophisticated architecture and design, and a range of housing types and resort services. Playa Papagayo Norte,Costa Rica EDAW AECOM is currently providing planning and landscape services for the development of approximately 380 hectares of land in Costa Rica's northwestern coastal region of Guanacaste. Following a Phase 1 effort to the south,this destination resort community will offer high-quality residential products and both active and passive recreational amenities; including, a golf course designed by one of world's leading golf architects.The planning strives to connect users to the unique environment, in part by protecting significant open space corridors and view sheds, and implementing natural buffers along roadways and steep slopes. EDAW AECOM's scope of services includes concept and vision development, community planning,and landscape guidelines. EDAW AECOM EXEMPLARY ENVIRONMENTS � � � • � ��\ «�\ ��\ ��\ ��\ 4 > , e ~�\ ��§ �f\ <�& ��\ ��\ ��\ .oA_ _CO. EXEMPLARY ENVIRONMENTS L b 1 � Y SSIMe Energy Audit The realization that our energy future faces a different challenge to our recent past is rightly impacting our approach to buildings. It is r •= `. necessary to understand how the demand profiles of the various it systems impact the primary energy usage and a comprehensive energy audit is a key process to achieve this and deliver the resulting energy performance improvement. objectives Like any complex system, it is not uncommon for testing. Through this process, we are able to identify - buildings to be operating at a sub-optimal performance and highlight opportunities for improvement in a and to be in need of a"tune up". building's energy performance. Undertaking an energy audit of a building will identify the energy demands and allow our energy specialists SSIM Analysis to highlight opportunities where energy use may be Based on building energy performance information reduced through a number of different strategies, identified through the assessment process, we are able to use our proprietary SSIM software to At AECOM, in addition to the more traditional thoroughly and holistically assess the effect of different techniques, we can carry out detailed audits and improvement strategies on whole building annual using our proprietary holistic energy auditing software, energy performance. Using locally calibrated cost 'SSIMe Audit The matching of actual demand profiles data SSIM allows us to determine both reductions in to primary energy consumption is at the core of the annual running costs, as well as payback periods of Energy Audit process, and SSIMe Audit allows us to not any solutions that are proposed. only calibrate the process, but to also advise on the most effective energy upgrade solutions for long term Reporting running cost,energy and carbon savings operation By acquiring a detailed understanding of a building's operation, we are able to identify deficiencies in a Monitoring and Assessment building's energy performance and make appropriate Our monitoring and assessment process is typically recommendations for the resolution of issues. These carried out in two stages: recommendations are compiled within our Energy Audit ' reports through which we are able to advise on energy Onsite Auditing improvement strategies; life cycle costs; and utility As part of the energy auditing process, we would procurement which will improve the building's energy first undertake a detailed onsite auditing process performance and hopefully provide a better working Pie,- which would typically include: utility bill analysis and environment for building occupants.We are also able �,' ,•, benchmarking; occupancy surveys; EMS and control to provide re-commissioning services to validate the regime appraisal:HVAC systems performance implementation of the energy conservation measures, y assessment;thermographic analysis and air leakage ha''k•,-k"'__T3r 'd.. -•+. a e td''" "-q •+ $'x. y "' tg tii i .•r J rai , 301 �.. arVL-aea a:a s ,fi ..yY�. ."u� ,lkif- z '' .11 v _" 4a i a� 1�1 a �i�a � s xsi� ♦ a _ a � a_�}t(��:, c,���''�f�'����T� �` �,�. •.V�S aC 4 e},.t_ �' s. � '8j���p�i •y��°� i���T �,m{7'.� � r .' , . � a -• i a s a o• � f a,s� a s s' ar ^a r k ���� �����a��_^ ��"� � "-�xu y z r Sy�s/3 { - •3��•{•rK� �,{ *�j1�'�cap, t�v r �' "a' � js AS JAli al J'�[A1 �l7•f ,Fa iY �� - 1 s -4's�4. � p'f 43� t � i SSIMe Energy Audit Building energy performance policy M aF Investmnent Analysis � ,.... x' Reduce operational I.3»t energy use Building&Optimization Identify building Recommissioning l f deficencies Facility Improvement l ti Highlights Opportunites strategies 3 ,4 SIMMe AUDIT 1 - Optimize Building Energy Audit Performance report BMS control regime appraisal Energy Benchmarking �� Thermographic analysis Energy Bill ; Analysis Air Leakage testing Occupancy j Surveys Indoor HVAC Systems AirQualiry SIMMe performance assesment Analysis Services AECOM's energy audit experience and energy • Investment analysis including life-cycle costing, engineering experience has helped us develop a environmental impacts and assessment of consistent, replicable and scalable approach to the engineering key performance indicators. energy audit process,which is customized to the needs • Recommendations report for improved energy of each project and client. performance. • Energy improvement cost advice AECOM is able to provide o comprehensive suite of energy audit services, include the following: • Systems re-commissioning. -s .f .o • ASHRAE Energy Audits _ .3 • LEED EB Energy Audits Example Projects • IPMVP Measurement and Verification Studies ' • Los Angeles Department of Public Works Portfolio • Benchmarking of annual energy and water Energy Study consumption. • Green Dealership Study, Los Angeles,CA ;•':� • Benchmarking of sub-systems consumption San Diego Airport Masterplan energy study compared to benchmorked data. • Demand profiling • San Diego Unified School District HVAC Option ,r Stud y • LCC and payback analysis of energy •i conservation measures. • Appraisal of BMS and control regimes. Contacts • Analysis of policy,publicity and training issues. Richard M.Hansen,Vice President T 714.567.2769 • Thermographic scanning. -i i E Richard.honsen @aecom.com • Air leakage testing. ! "� • SSIMe Energy Assessment,including detailed Alastair MacGregor,CEng LEED AP,Associate VP energy modeling analysis. T 714 567 2521 f7—, Advanced Computational Modelingt _ = It is necessary to understand how the demand profiles of the various systems impact primary energy usage and a comprehensive energy audit is a key process for achieving and delivering energy performance xT improvement. AECOM is an internationally recognized as an authority natural ventilation strategies to aid the passive in the field of thermal modeling and simulation. low energy design. Through their Applied Research and Advanced Design Renewable and low carbon technologies- Groups,the company has been at the cutting edge of investigate alternative technologies that best suit u �y. the development and application of energy modeling the project needs,including fapade integrated software for well over two decades. The following low carbon solutions, highlights dynamic thermal modeling's role within the Assessment of building compliance against company and the unique technical capabilities we ASHRAE Standard 90.1-2004 Appendix G using .>, can offer. dynamic thermal modeling software. Analysis . can also be made against the thermal comfort As original developers of the thermal analysis software and ventilation requirements of ASHRAE used by IES Virtual Environment, the industry's leading Standard 55-2004 and ASHRAE Standard 62,1- energy modeling software provider, AECOM are 2004. - inevitably the best equipped to use the software and fine-tune the modeling and simulation process to the individual needs of the client. Low Energy Design We can offer advice on the most suitable environmental strategy to meet specific environmental, comfort, energy and cost criteria. Using computational methods backed by our practical, performance- based approach we can assess various options of environmental strategies giving greater flexibility to ,, ;u architectural design.Areas of expertise include: x.. • Environmental facade design and optimization -analyze performance of fapade options including heat transfer,solar gains,daylighting, .t .. ventilation,and acoustics. • Low energy building design-assess different +[ " designs including advice on building form and I 451k �,�`o ata��a_ o - a•- -v:a's- .aw a a a ss- � q�i'!f(�ti`� a a .'fir f+.:�` � >:hj:, ��f�YY J'J�a''jx,'a a • a' ••a• a a. ,� a:r r: a,.�.s a a • - - a a • a'• 'r�r k�.,.i �"a' it s • a a ?�` :�� �,++f''.,3. ;:� F3���+.s ��J 3 9J) ! a a. •a - ���"H Y1l� ..",eib�_q_ 4�� A''�" � t Advanced Computational Modeling Specialist Analysis Services By using state-of-the-art computational techniques, we offer the following specialist modeling services AECOM can provide a comprehensive suite of to assist the development of performance based building diagnostic services,including: solutions. These techniques can also be used to substantiate strategies that would otherwise not • Dynamic Thermal Modeling be accepted by regulatory bodies • Computational Fluid Dynamic Analysis • Daylighting and Glare Analysis • Detailed air flow modeling using CFD- . Building Shadow Analysis assess internal air flow patterns to evaluate different ventilation strategies and indoor • Pedestrian Comfort Analysis comfort,as well as external wind studies • ASHRAE 90.1 /Local State Energy Code to assess wind comfort and pollution Compliance Analysis = dispersion. LEED Energy Performance Compliance • Fire and smoke modeling-using CFD Analysis to substantiate fire strategies that would otherwise not be accepted by the regulatory bodies. Example Projects A • Specialist daylighting design-assessment ' and visualization of interior daylight '- • Automotive Research and Design Facility, performance. Torrance CA a • San Jose Terminal B • San Jose"Air Chair" 9 • CSU San Bernardino • Loyola Marymount University Library �. San Diego Unified School District NASA Aimes,N232 facility 3 • NASA Johnson,ASCR facility i° Contacts 7 Richard M.Hansen,Vice President g ; T 714.567.2769 E Richard.hansen @aecom.com Alastair MacGregor,CEng LEED AP,Assoc.VP T 714 567 2521 E alostair.macgregor @aecom.com y 3 Building Diagnostics Y Buildings are more than just bricks and wood, they are a combination :., of complex interacting systems.The challenge is to make the all various ' P g Y 9 systems within a building, including the occupants, perform together in r a compatible and mutually beneficial fashion. Building diagnostics is a holistic process of identification, analysis and resolution of sub-optimal = _ components that result in a reduction in overall building performance. Objectives Reporting Often the symptoms of a poorly performing building are Once the causes of problems have been identified, z difficult to interpret and analyze. It takes a combination AECOM can undertake virtual prototyping of proposed ' of multi-disciplinary professionals and experience in the solutions to assess their effectiveness before any costly 4 use of both basic tools and sophisticated computer redesign or retrofit takes place. As part of our building based technology to provide effective solutions for diagnostics service, we produce a comprehensive clients. At AECOM, building diagnostics does not report outlining the causes of any problems that have stop at the identification of the problems but includes been identified along with the details of the proposed �n resolving building problems through solutions that are solutions required to resolve issues. If required, we can effective,efficient and safe. then work with the client in the detailed design and implementation of proposed solutions. At AECOM, we believe buildings should function properly and problems should be corrected before they become chronic issues for operators and occupants. Our building diagnostics experts can provide a comprehensive building diagnostic service in order to identify, analyze and resolve a wide range of building performance issues. + MAi, Y Monitoring and Assessment j 1 ;Y Using state of the art computational tools including " energy and HVAC systems modeling, computational fluid dynamics analysis and daylight modeling and 1 sa assessment, in conjunction with auditing, physical testing and on site monitoring and measurement, r AECOM con identify the causes of poor performance and advise on and design effective solutions to mitigate ` any problems which are identified. 74 _ }r, a a a:,ee s • •a aaass � r Frk �r - w T ^ '�a '.a s • a s a s�a • s a --er��'�rfx� `r� �'' e flA a 7 a • s s x }A�1tr *4r ,a� xc 3� ,F Building Diagnostics St - 1 a Services Example Projects AECOM can provide a comprehensive suite of building Automotive Research and Design Facility, diagnostic services. including. Torrance CA:(LEED Gold Certified) • Pentagon Renovation Project(LEED Silver • Building inspection,assessment and forensics' Certified) services. • San Jose North Concourse,San Jose CA:(LEED • Investigations of over engineering of buildings Silver Slated) services. • CSU San Bernardino Campus a, • Analysis of specific environmental problem areas including temperature,humidity,noise,air Marks and Spencer,Pollock,UK quality,lighting levels. The Cube, Leeds UK ; • Identification of poor performance using virtual DEFRA Office Portfolio, UK prototyping techniques. • Recommendations report for improved performance. fit) Contacts Richard M.Hansen,Vice President ;1 T 714.567.2769 E Richard.honsen @aecom.com Alastair MacGregor,CEng LEED AP,Associate VP T 714 567 2521 E alostair.macgregor @aecom.com �aS r The importance that buildings play in our present and future cannot be underestimated: Globally, buildings consume around 40 to 50%of a country's primary energy. They are also a conduit for a significant amount of water consumption and the majority of human generated waste. Buildings are both environmental challenge `t and vital part of our economic and social fabric. �IINA7WR I� - � l y At AECOM Design we embrace the challenge of designing,constructing,testing,proving and operating buildings all as part of an integrated process. Our skills are as applicable to existing buildings as they are for new buildings `' ' although additional diagnostic and forensic skills are often required in these situations. g°*` There can be no doubt that modern buildings are extremely complex systems which include many components and sub systems.All these sub-systems need to perform to their designed or intended requirements so that the � - entire building performs optimally. It is also understood that many of the systems, while not actually in conflict with each other,can adversely impact the performance of each other.A building needs to be understood in the context of balance and compromise in an integrated and holistic context. . t <€ What is an efficient building?An 'efficient' building is one that allows its occupants to achieve optimal output or enjoyment of spaces through the provision of good environmental criterion. Buildings are required to be in lace for a reason and cannot compromise the primary ) p p y purpose or :eason for their existence. Turning off air cooling during a Phoenix summer or the lights during a winter's night in Chicago.will save energy but not provide suitable environments for the occupants. A sustainable building is one that facilitates the best productivity of its occupants or processes while at the some time minimizing the energy required to do so. Given the life of a i building,its systems need to be flexible and adaptable to minimize redundancy and waste. -4 yy�� y^ tr ` _... ��y �i a -t 4�c+, x r. +`' ��k-I+' :.�a .r�s atEv�''�.,w �,° ,�..y;st�� 5 fig• ��j 11�.� �l�{'�.�; �.'�+ i�'i.-t 4� S z.,�• }� � _. r "FS' 'F"" '� ,�� 'r��^��� 1 ,� '�'.ti"?ger :.�i i. ti! ' a���l V i'y5 "�E S., cz D 1 1:,10 a;t ! 7tl Ij�yJ{j 7 7 !i .9'�''�,A )) j�, 1�9�,�1 3'J 8 7 �)•9 D J O.;u f ^'y � � i-�fr L Y_ ti i i t • 9_:i d g J�)9� �O 1 � `x a • Y x r 1 it U�� � �?�)� a .+a ��� � DI • �� s c�� F� In response to growing environmental concern,changing legislation,evolving codes and resulting governmental incentives,AECOM Design, as one of the country's leading integrated A/E professional services firm,had added special skills to its already extensive list of services. These special skills and processes augment the traditional design and inspection skills of our architecturoi and engineering professionals. AECOM Design is providing: Commissioning Management, Building Forensics, Building Optimization, Energy Auditing and Energy Advisor service to a variety of public and commercial client through out the country. In addition,by calling on specialists in our wider AECOM family,we are able to provide the full breadth of environmental and energy related services for today's built environment. About AECOM � AECOM is a global provider of professional technical and management support services to a broad range of markets,including transportation,facilities,environmental and energy.With more than 41,000 employees around the world, AECOM is a leader in all of the key markets that it serves. y3 AECOM Design is one of AECOM's principal business lines which also include AECOM Energy,AECOM Environment, - AECOM Transportation and AECOM Water. Together, our business lines provide a blend of global reach, local , knowledge, innovation and technical excellence in delivering solutions that enhance and sustain the world's built, natural and social environments. In doing so, we are able to create integrated and innovative solutions that combine fabric and form with engineering to generate high performing, sustainable buildings. We have extensive experience with the USGBC LEEDO system, including assisting in developing standards, contributing to ; the guidance documents,and designing a large number of highly rated LEEDO projects. _a Over the years, leading industry publications have ranked AECOM among the world's top companies providing ,+ services for the built environment In 2008, Architectural Record magazine ranked AECOM #1 based solely :3 on architectural revenues, and Engineering News-Record magazine ranked AECOM among the world's top ten "green" firms as well as#1 in general building, education, design and transportation markets. With 43,000 a professionals around the world, AECOM serves clients in more than 100 countries and had revenue of$5.2 billion during fiscal year 2008 -J Contacts Richard M.Hansen,Vice President = '' T 714.567.2769 E Richard.honsen @oecom.com Alastair MacGregor,CEng LEED AP,Associate Vice President T 714 567 2521 E alostair.mocgregor @aecom.com s i 4 Commissioning Management � rK The interactions between systems, the occupants and the building a itself means the commissioning of the energy consuming systems': is complex and must be effectively managed and executed. To achieve the required environmental design requirements and energy s performance, commissioning is arguably one of the most important foundations necessary to achieve a high performance building. =x .1 Objectives AtAECOM,we believe buildings should function properly With a keen understanding of the design and *f and problems should be identified and corrected prior construction process, we are able to create a }* to building occupancy before they become chronic positive and productive relationship with the project '4�p. issues for operators and occupants. team by working closely to seamlessly integrate the ` commissioning services into the normal construction i As Commissioning Authorities, our dedicated team process and by being flexible, communicating . } serves as our client's advocate throughout the design effectively and quickly turning around reports without and construction process and are committed to unnecessarily burdening the other team members. protecting their investment. These services result in significant savings by reducing change orders, energy AECOM have a systematic and methodical approach consumption and equipment lifecycle costs. to the development of the commissioning plan and _ execution of the commissioning process. allowing us q Our Commissioning Authorities are experienced in the to aphieve a very critical commissioning objective to commissioning of green buildings,achieving the LEEDS spend more time working with the construction team Fundamental and Enhanced Commissioning. and and performing the inspections and testing, rather have successfully commissioned a number of LEEDS than having to redevelop procedures and the required Certified facilities across the United States. documentation. Reporting ' Monitoring and Assessment Reporting is a critical component of the commissioning AECOM's experience and tenure in the commissioning process.AECOM's standardized commissioning process field has helped us develop aconsistent, replicable culminates in the development of comprehensive, and scalable approach to the commissioning process, informative commissioning reports that provide the which is customized to the needs of each project and owner with a valuable resource to assist in the ongoing client. operation of the facility. 4 ,} �s ?�,�—i'�r��L A e-= �Ji°�.7�,�.1�I.�^� ,.J » � e����+r.,,zt+�� _i �34 '�.} �j� "�' ... •. Commissioning Management LMU William Hannon Library(LEED Silver Slated m Son Jose Airport(LEED Silver Slated) • lsEi'aef►�►.�rs► ma- LA Acura Design Studio(LEED Gold Certified) Pentagon Renovation Project(LEED Silver Certified) ,1 Services Example Projects: t� AECOM provides a comprehensive suite of commis- • LMU William Hannon Library(LEED Silver Slated) sioning services,which include the following: • O'Hare Air Traffic Control Tower(LEED Certified Slated) .- • LEED Fundamental Commisioning San Jose Airport(LEED Silver Slated) _a • LEED Enhanced Commissioning . Honda Aircraft World Headquarters(LEED Gold • LEED Existing Building Commissioning Certified) • Commissionability,Design reviews; • Acura Design Studio(LEED Gold Certified) • Development&Implementation of • Pentagon Renovation Project(LEED Silver Commissioning Plans Certified) • Commissioning Schedule Review ' • Review of Shop Drawings,O&M Manuals, and Operator Training Programs; • Development and implementation of Prefunctional Inspection procedures; 1 '? • Development and management of Functional Test Procedures Contacts Development and maintenance of Richard M.Hansen,Vice President • Deficiency Logs; T 714.567.2769 E Richard.honsen @aecom.com -j • Development of final Commissioning documentation; Alastair MacGregor,CEng LEED AP,Associate VP _ • Retro-commissioning T 714 567 2521 • Post occupancy evaluations. E alostair.macgregor @oecom.com Community Emergency Service Station Fort Bragg, North Carolina "7.cv fA% As part of the Residential Communities Initiative(RCI),AECOM Design participated in the design of the new Community Emergency Service Station for the new Linden Oaks neighborhood in the Northern Training Area (NTA)of Fort Bragg.The Pfirnbry facility includes one company fire station;an emergency services station-with administrative areas,storage areas,and a laundry room; office space for police operations and customer service; a combination dayroom/training area; emergency medical services(EMS)/decontamination area;storage;janitor's closet and training room. The site includes a stand-alone communications building to support connectivity between the NTA and the main cantonment area; parking and an area for fire truck basic maintenance and cleaning. Prior to beginning the design,the project team conducted a design charrette at Fort Bragg, providing a forum for stakeholders and end-users to express their needs,ideas and to participate in the conceptual design process.As a result of the charrette,the project team developed 3D conceptual designs, a fly-over, and a cost estimate for budgeting and scheduling. The new Community Emergency Service Station is designed to achieve Platinum LEED certification, a first for a fire station in the United States. Zone ialCi Op°rations Facility Charlotte, North Carolina This project involves the design of the new Zone 4 Field Operations facility for Charlotte Mecklenburg Utilities. A pre-design study was conducted to assess the feasibility and cost implications of the construction of a new facility for Zone 4. Due to the continued growth of Charlotte/Mecklenburg County and merging of the Wastewater Collection Division and Water Distribution Division into a single Field Operations Division,the current Zone 4 Field Operations Facility has reached its capacity. The information gathering phase of this study included multiple meetings with CMU staff,site visits to similar facilities in the Piedmont area, research into the value of the existing property and research into the preliminary Building Code and Zoning requirements. Through the programming study, it was determined that the new facility, contained within an 11 acre site, should include 26,000 SF of office building, 14,600 SF of attached warehouse storage,and 42,300 SF of covered structure with 15,300 SF of storage and vehicle maintenance. The Charlotte Mecklenburg Utilities is pursuing a LEED Gold Rating for this facility. The design of the building and site will showcase principles of water conservation and a green roof will be incorporated. Construction is scheduled for completion in April 2010.The construction budget is$15 million. Los Ancgalas Department of IF'>rlblic WorlKs Facility and 'Enargy Assassmen Los Angeles, California CITY,STATE :PROJECT DESCRIPTION Los Angeles,CA At AECOM,in addition to the more traditional techniques,we can carry out detailed audits using our SERVICES proprietary holistic energy auditing software,"SSIMe Audit". The matching of actual demands to Facility assessment and primary energy consumption is at the core of the energy audit process and SSIMe Audit allows us to energy auditing services not only calibrate the process but also to advise on the most effective energy upgrade solutions for long term running cost,energy and carbon savings operation. DESIGN START/AND DATE: 2008 As part of the Los Angeles Department of Public Works(LADPW)facility assessment undertaken by AECOM Design,our specialists were able to highlight opportunities where energy use may be reduced through a combination of different strategies; determined through analysis using SSIMe Audit,in conjunction with calibrated hourly baseline energy analysis and local cost information. The packages of proposed solutions were unique to each building type and included the replacement of existing glazing systems with modern high efficiency systems, improvements to building insulation, upgrading existing MEP and the installation of renewable energy technologies,such as solar photovoltaics,solar thermal hot water and wind micro generation. By calibrating SSIMe Audit with local cost data,we were able to provide economic payback analysis for each of the options being proposed. In doing this,we ensure that the most economic combinations of energy improvement s for each building type were recommended. For the LADPW project,our auditing and assessment process was carried out in two stages: Onsite Auditing Detailed onsite auditing of over 120 facilities was undertaken;including assessment of the current condition of the building s'tructure,MEP services,lighting fixtures and building fixtures,fittings and equipment,to determine legislative compliance, life span and identification of components required replacement. Through this process we are able to identify and highlight opportunities for improvement in a building's energy performance. SSIMe Analysis Based on building energy performance information identified through the assessment process,our proprietary SSIMe Audit software was used to thoroughly and holistically assess the effect of different improvement strategies on whole building annual energy performance for two of the department's largest buildings(totaling around 600,000sq ft of floor space)as well as for a number of generic buildings,which were determined to be representative of the majority of the remaining building stock. Using SSIMe Audit,calibrated with local cost data,we were able to quickly determine reductions in annual running costs and associated payback periods of different facility upgrade solutions. For the 'best'solution,this equated to annual energy and water cost savings of over$400,000,across all LADPW facilities. PROJECT HIGHLIGHTS Unique, real time analysis of energy conservation measures using SSIMe. Holistic approach to optimizing building performance. Total projected building energy savings of 5,600,000kWh/year. Total building energy cost savings of up to$410,000/year. Water savings of around 4,000,000cfm/year. SSIMe Energy iivias erplai1ning Various CITY, STATE PROJECT DESCRIPTION Various AECOM's proprietary Sustainable Systems Integrated Model(SSIM)tool is an integrated land planning SERVICES tool that measures the cost and benefit of a tailored sustainable development program. Organized Building energy around the core themes of mobility,energy,water,building technology,sociocultural factors,ecology masterplanning services and carbon footprint,the process is designed to optimize the aspects of economic,social and environmental health. By modeling sustainability performance and costs of various programmatic DESIGN 1 START/END measures at the community scale,SSIM is a powerful tool to construct a sound,defensible and cost DATE: effective whole systems sustainability program. Ongoing SSIM Energy(SSIMe)facilitates the evaluation of building level energy efficiency measures, renewable energy options and district systems,and can be used as a standalone tool,or as a sub model to SSIM. SSIMe was developed by AECOM Design to provide holistic,high level energy analysis for new and existing residential and non residential buildings. Using input data from baseline dynamic thermal modeling of the building types being assessed;the tool allows the energy reduction potential of different building options to be analyzed and provides ballpark guidance of the associated costs and payback periods for implementing such measures. For each building type,different combinations of passive and active energy reduction measures are typically assessed in order to determine the combinations of measures required to achieve'baseline','good','better'and'best' levels of energy performance. SSIMe analysis has been undertaken on a number of masterplanning projects worldwide,including: SSIMe ERSB:Non-residential building energy analysis using SSIMe,as part of the SSIM Sustainable Masterplanning effort in El Rancho San Benito, CA. Analysis was conducted on 3 different typical non residential buildings,including a low rise commercial office, a'big box'retail building and an industrial facility. SSIMe Melbourne: Non-residential building and district energy analysis using SSIMe,as part of the SSIM Sustainable Masterplanning effort for a new community development in Melbourne,Australia. 4 different building types were assessed, along with preliminary analysis of a CHP led district heating system. SSIMe Superstition Vistas:Analysis using SSIMe for a number of commercial building types,as part of the SSIM Sustainable Masterplanning effort for the proposed"Superstition Vistas"development in Phoenix,AZ. SSIMe Tanguu:Non-residential building and district level energy analysis using SSIMe,as part of the SSIM Sustainable Masterplanning effort for a new community development in Tanguu,in the Chinese province of Tianjin. Building energy savings of up to 60%were achieved the'best'case commercial building types. SSIMe East Edisto:Non-residential building and district level energy analysis using SSIMe,as part of the SSIM Sustainable Masterplanning effort for a new community development in East Edisto, South Carolina. 4 building types were assessed,namely: low rise commercial office; light industrial/ distribution building; multi use developments and retail buildings;with annual energy savings of up to around 30%reached,whilst also achieving positive return on investment within 10 years. SSIMe Guam:Building energy analysis on 2 residential building types and 14 non residential building types, as part of the SSIM Sustainable Masterplanning effort for the proposed new US Marine base in the South Pacific island of Guam,in readiness for the US Marine's move to the island from Okinawa, Japan. District level energy strategies were also assessed in SSIMe,including the use of sea water cooling, as well as the energy offset achievable from district level renewable energy technologies, including wind and solar photovoltaics farms. SSIMe HIGHLIGHTS Unique, real time analysis of energy conservation measures. Holistic approach to optimizing building performance. Assessment of district energy options,including the use of CHP and CCHP. Assessment of district scale renewable energy technologies,including solar PV and wind farms. EDAW AECOM -- . 5 3SOLIt x?r,�,+ ?, Purr Los A encG9mG \ : 13 n937 �� } :9zc »� zeCGdd: mR n mT! . �z ! \� � ^ AECOM Design 59n Sm, m u C . 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V t -0 c > .aa E N ~ m 3 a w 0o w �" w 3 E l v a a c c o d o ° c M W O + W ° m • t N u v 0 0 0 O E U U as C f' U o a a = m °u - to xo 'E- L U v U a) ° U a to W w 3 n c to A y� �Lu dd5o✓ O S� y N ♦- to H O 2 N = Q Hl N N N M to .atp Fp V S cya R r N M m W r ci F F CITY OF SAN EERNARDINO ENERGY EFFICIENCY CONSULTING I I EEC Add Service Option 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 ICLEI'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 If certain components of the requested data are not available, • Streetlights and traffic signals AECOM will coordinate with City staff on alternatives for Bevel- • Water delivery facilities oping representative proxy data through assumptions. • Vehicle fleet f°r ojectiatti:� • Transit fleet • Power generation facilities AECOM will forecast the City's business-as-usual operational GHG emissions for year 2020. Our approach to estimating • Solid waste facilities the City's projected municipal GHG emissions in future years • Wastewater facilities uses historical trends to establish a basis for measuring the • Other processes and fugitive emissions effectiveness of proposed reduction measures. Sources of information on projected and historical growth and consump- In addition, and based upon available information, indirect tion-trends that may be relied upon to develop emissions emissions from electrical power consumption by City opera-_ projections could include, but are not limited to,demographic tions will be included in the inventory. If desired,and based data from the California Department of Finance or the South- upon available information,the inventory may include indirect ern California Association of Governments(SCAG), con- emissions from City employee commuting. If desired,we will sumption data from the California Energy Commission (CEC) make a best estimate of commuting emissions based on the and Energy Information Administration(U.S. Department of data provided by the City. 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 To support the GHG inventory, San Bernardino will supply activity data. 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- Our goal is to assist the City in selecting appropriate,de- close must meet the LGOP. fensible GHG reduction targets for its operations that would further the goals identified by the State in AB 32 and Executive • Buildings: Kilowatt hours and therms of natural gas per Order S-3-05(i.e., reducing total statewide GHG emissions to year consumed by City-owned and operated buildings. 1990 levels by 2020 and to 80%below 1990 levels by 2050). • Water:million gallons/year influent of City-owned/operat- Our recommendations will be consistent with guidance offered ed waste water treatment facilities and biological oxygen in the ARB AB 32 Scoping Plan which recommends that local demand(BOD)for each facility in milligrams/Liter jurisdictions achieve at least a 15 percent reduction in GHGs relative to current conditions to support reductions needed at • Streetlights/traffic signals:electricity consumed (KWh/yr) the statewide level. Some cities are setting targets beyond to operate streetlights and traffic signals this, of 25 and 30 percent. • 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 AECOM willprepare v lechnical memorandum presenting the 2008 municipal emission inventory • Waste(as applicable):tons of solid waste landfilled in ,and 2020,GHG emissions forecast City-owned/operated facilities review Stakeholder Aviation(as applicable):facility, ground support vehicles, and aircraft fuel usage and type(MMBTU/year) EI/AW AECOM �..��_.r LF,F', EN`i I R 0 N I.LNTS CITY OF SAN BERNP.RDINO ENERGY EFFICIENCY CONSULTING i 2 3.2 Gap Analysis (link to EECS Task 1.2) 3.4 Prepare Preliminary List of Implemen- This piece of work will essentially be a review and update of tation Measures (link to EECS Task 2.1) the work carried out for the Energy Efficiency Conservation AECOM will develop a preliminary list of CAP implementa- Strategy(EECS)to ensure the consultant team understands tion measures building from the EECS to meet City emissions the full range of existing activities in the City having an impact reduction goals.AECOM will prepare this preliminary list of on GHG emissions. potential reduction measures along with initial cost and benefit information as a starting point for the draft CAP.The list will We will identify a long list of Climate Action Plan(CAP)mea- be based on review of AECOM current lists of CAP measures, sures(beyond those established as short term priorities for the other community data sources, and best practices advocated EECS)that may be appropriate for City operations.Alongside by such organizations as the California Air Pollution Control this preliminary list we will also develop a set of initial criteria Officers Association(CAPCOA),the Attorney General, ICLEI, for prioritizing measures including GHG reduction potential, EPA Climate Communities, and best management practices cost to City, staffing levels required,ease of implementation, from other counties and cities throughout the nation. secondary beneficial impacts(such as local air quality im- provements), visibility,educational impact. The criteria will be Programs may include(but are not limited to): refined as a result of feedback from the public process. • Energy efficiency and conservation programs for City buildings and facilities MEETINGS+DELIVERABLES: Development and implementation of to four interviews fby phone) transportation programs 2.Surnmaryof GAP analysis review • Green fleet management ' long list of measures Commuting programs L 3.Initial framework of for ' ' measures Waste and recycling programs • Water efficiency • Green procurement • Building codes and enforcement Energy distribution technologies • Traffic signals and street lighting • Renewable energy technologies • Staff education programs • Dedicated energy/climate coordinators .. _w 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 fife benefits (such as reduction in traffic congestion). Given the current economic conditions, climate priority is likely 3.3 Hold Two Stakeholder Meetings to be given to actions that are a proven practice or comple- AECOM proposed two stakeholder meetings that will include ments,expands, or strengthens a program or policy already the stakeholder group formed for the development of the in place;the action is technically and logistically feasible in EECS.We recommend that this group act as a sounding the short term and the general steps required for implementa- board during the development of the municipal CAP and also tion can be defined. GHG reduction potential of the various as ambassadors to their respective departments/communi- measures will be identified as percent-reductions relative to ties.At these meetings,we will present the issue areas being the City's reduction target of achieving 1990 levels by 2020, covered by the CAP as well as review of the draft and final and potential costs of measures will be identified using a low- CAP documents. medium-high cost approach tied to their relationship to either the City's Capital Improvement Program or departmental operating budgets. 1.Two meetings vvith 1he stakeholder roup 2.Meeting minutes EDAM: AECOIJ L ._..'!'L.SR'r EN' IRO NI.'.E[.T£. CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 3 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 A 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 of 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: ChFili(-r i. Clinlrte Chence: snci tic City of ��n Ec�ru2r•riirT;�. - - 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 will 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 conservation objectives. G11G r:1)1 iFrio,;F 1,;;;.,,i .,., 3.6 Prepare Final Municipal Climate Action -rld Ec:ec�:: Plan (CAP) This chapter will present a summary of the City's Municipal Following comments from the City and the Stakeholder group GHG emissions inventory and projections under a business as on the Municipal CAP,AECOM will prepare the final CAP. For usual scenario, and will describe the GHG reductions neces- budget purposes,AECOM assumes that no new information sary to achieve the City's adopted target will be raised in the comments that require substantive revi- sions to the CAP,and that comments received require only Ghi l.tc r 3, GW- Finis:ions P.ecurtiar, f;4e�surc E. minor adjustments to or clarification of concepts contained within the draft. if the volume or complexity of the comments This chapter will describe the implementation measures nec- requires additional effort,an adjustment to the work plan and essary to reduce GHG emissions in the City and achieve the budget may be needed. reduction target. Each measure will be enforceable, include a timeline,describe costs and financing mechanisms,document Following public hearings,AECOM will prepare a Final CAP progress toward GHG reduction,job creation/retention,energy that incorporates appropriate revisions to the text of the Draft conservation,and deployment of renewable technology goals, CAP in consideration of all comments. and assign responsibility to relevant City agencies and departments. • :i document) This chapter will identify benchmarks, monitoring procedures and other steps needed to ensure the City achieves its GHG reduction, protection,and adaptation goals. Municipal Draft • document) EOAW AECOt•: ._..=1'^i±-.i"r E I! I r L N l.'.L F77: CITY OF SAN SERNARGINO ENERGY EFFICIENCY CONSULTING 4 TASK 4.0 CITYWIDE (COMMUNITY + MUNICIPAL) CLIMATE ACTION PLAN 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 r. 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), Natural Gas • Energy(based on consumption data and fuel type to Residential, commercial, and industrial natural gas be supplied by the applicable utility provider), consumption (therms/year or MMBTU/year)from • Solid waste(based on total waste generation and local utility allocation to the various waste management agencies Solid Waste serving the City » If available,tons of solid waste disposed of and • Waste water(based on process information diverted(recycled) [biological and chemical oxygen demand)to be Character of waste(e.g., paper,food,plant,wood) supplied by the City). If City-specific data are not available,AECOM will as- AECOM may also include other sectors as identified peculiar sume national average factors for waste consumption to the City at the onset of this task.Where this information is Waste Water unavailable,AECOM will coordinate with the City to develop, » Facility name(s) an alternative approach to developing this data.The purpose » Treatment type(s)(e.g., secondary,tertiary) of the inventory is to assist the City in targeting emission Influent(million gallons per day) sectors for GHG reduction policies and plans, and measure performance toward achieving the reduction target in the Ac- Influent biological oxygen demand (BOD)(mg/L) tion Plan.The majority of available data on GHG generation focuses on carbon dioxide(CO2).The emissions inventory will focus on CO2 generation as a suitable indicator of overall GHG emissions, and will include contributions from other GHGs AECOM will forecast the City's business-as-usual operational where emissions data and calculation methodology is avail- GHG emissions for year 2020. Our approach to estimating the City's projected municipal and community GHG emissions able.Where possible,the emissions inventory will distinguish between contributions to the inventory from community-gen- in future years uses historical trends to establish a basis for erated emissions and City-controlled emissions(i.e.,facilities measuring the effectiveness of proposed reduction measures. over which the City has direct financial or operational control). Sources of information on projected and historical growth and Development of the emissions inventory will be based on consumption trends that may be relied upon to develop emis- information, methodologies,protocols,and emission factors sions projections could include, but are not limited to,demo- from the International Panel on Climate Change(IPCC),The graphic data from the California Department of Finance or the Climate Registry(TCR), ICLEI,and the U.S. Environmental Southern California Association of Governments(SCAG), con- Protection Agency(EPA).Other may include the California Cli- sumption data from the California Energy Commission (CEC) mate Action Registry(CCAR)and the California Air Resources and Energy Information Administration (U.S. Department of Board (ARB). Energy),efficiency factors,energy consumption data from the Energy Information Administration,The Gas Company, and City staff could provide assistance in obtaining the following Southern California Edison, California electrical utility Renew- information for the community-wide GHG inventory: able Portfolio Standard(RPS)requirements,and vehicle travel activity data. Our goal is to assist the City in selecting appro- • Transportation priate, defensible GHG reduction targets for its operations that » Community-wide, local annual vehicle miles traveled would further the goals identified by the state in AB 32 and (VMT), not including pass-through VMT Executive Order S-3-05(i.e., reducing total statewide GHG • Electricity emissions to 1990 levels by 2020 and to 80 percent below 1990 levels by 2050). Our recommendations will be consis- » Residential, commercial, and industrial electricity tent with guidance offered in the ARB AB 32 Scoping Plan consumption(KWh/year)from local utility 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. EOAFY AECOL7 :___c�F�,-.rr CN:,IROI•l f.zel:T.. CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 5 �sdrJ 1 'kce r`j aY v t' f ,, P �. 4.2 GAP Analysis (link to EECS Task 1.2) 4.3 Inclusive Stakeholder + Public Process The gap analysis review will ensure the consultant team un- 4.3.1 CAP Web Pages derstands the full range of existing activities in the City having an impact on GHG emissions, including the update to General AECOM will develop content for a CAP section of the San Ber- Plans, in addition to the work done for the EECS(at this point nardino website so that it is an effective communication tool provisionally identified as the AB811 district and TOD over- about the CAP. It will contain materials relating to meetings, lay).This task would include liaison with the County and other links torthe on-line survey etc.AECOM will manage content for appropriate regional agencies as well as desk top review of the pages throughout the project and the website will provide a existing plans and policies across the main sectors of resides- repository and clearinghouse for all project documentation. tial, commercial/industrial,waste,transportation, and land use such as green building standards.The review will also incor- Email blasts with website links will be conducted at the time porate an assessment of efficacy of the outreach/communi- of the page launch and when significant new files are posted cation channels being used for those policies. Interviews with throughout the project. City staff and regional agencies will help clarify the successes and failures of these policies and identify associated lessons learned for the CAP. = 1.Web pages established with project information We will identify a long list of measures that may be appropri- and outreach .... - description. ate for San Bernardino. Having carried out this exercise for 2.Web page maintenance project:throughout the anumber of other CAPs within in the California,considering ,emailblasts best practices advocated by such organizations as the Califor- nia Air Pollution Control Officers Association(CAPCOA),the L new Attorney General, ICLEI,and ABAG we are positioned to do this in an efficient and swift manner. 4.3.2 VIC-Cir Outrea61 Alongside this preliminary list we will also develop a set of This subtask combines traditional media outreach to local initial criteria for prioritizing measures including GHG reduc- tion potential, cost to county, cost to residents/businesses, Papers, such as the Inland Empire Weekly, Press Enterprise, and San Bernardino County Sun, and innovative new methods staffing levels required,ease of implementation,secondary beneficial impacts(such as local air quality improvements), of social networking, such as Facebook. We will work with City visibility,educational impact.The criteria will be refined as a staff to prepare a media strategy that fully conveys information result of feedback from the public process. 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 MEETINGS+DELIVERABLES: is to highlight the CAP and create simple, informative, and educational material. 1. • . . phone) 2.-Summaryof GAPanalysis review • long list of 3.initial framework of . prioritizing EDAW GECON; �.,_t'.FL .R',E F:v I R 0 H K!L N I£. CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING I 6 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 'liaiilir�� ; will use Facebook(and/or other social networking media)to ai t " keep users informed of the CAP and upcoming workshops and hearings. Community Meeting#1: It is suggested that the first meeting should occur in the new year and will include provide back- Community Groups.Those groups known to the City and to ground on why San Bernardino is developing a CAP and with AECOM will be contacted both with the survey and details of progress to date,with examples of the types of measures that the public forums. could be included.A key objective will be to promote input into the plan.The workshop will focus on getting participants engaged in the conversation. In addition to the comments MEETINGS+ ' received at the workshop, comments from people who can't 1. • • -. outreach . attend the meeting will be solicited and encouraged;an opt- •of distribution in e-mail list of interested parties will be created; and City other contacts with community groups website pages will provide public information about the project. This meeting will likely be held at the City facilities, but could Ongoing networking presence ' be hosted at another location of the City's choosing. It is as- ' network portals "' sumed1hat the City will cover costs(if any)of the venue and also the provision of light refreshments(coffee,fruit,cookies) Urtlirre -vt f:)` Community Meeting#2.The second meeting will be con- ducted once a draft CAP has been completed. It will follow a AECOM will create an easily understood, effective online sur- similar 2 stage process to allow for a presentation of the draft vey as a component of the project website.The goal will be to survey as many people as possible, making them aware of the CAP and proposed strategies,followed by an opportunity for survey members to provide feedback on specific mea- survey through advertisements in newspapers, in stakeholder cures proposed within the plan. 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 1.Presentation and ,to 4 boards presenting a summary of the findings. 2 community meetings 2.Facilitation for .community 4 Cori6nct Con-inlr,,1ity (?; 3.Workshop summary memorandum AECOM recommends a combination"open-house"and"town- felectronic document) hall meeting"format for the meetings, lasting approximately two(2)hours. 4.?.14 Hold Four3t�l:ehalcler Meetings first portion of the workshop will consisted of an overview presentation and facilitated question and answer session.The AECOM will also coordinate with the stakeholder group second portion will allow participants to visit up to three(3) formed for the development of the EECS who we recommend "stations"describing groups of related GHG reduction mea- also to act as sounding board during the development of the sures, along with the rationale for their recommendation,effec- CAP and also as ambassadors to their respective communities tive contribution toward the GHG reduction target,economic in addition to the public meetings.These meetings will also trade-offs, and associated day-to-day lifestyle changes. Op- presentation of the key issue areas being covered by the CAP portunities for one-on-one dialogue with staff and consultants as well as review of the draft and final CAP documents. 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, public librar- Fourmeetings with ' ' ' ' ' ies,community centers or other public spaces to encourage further input. EDAP: AECOM =_r=..r'Lnl'•i EPI'.'IRONI.1EFITS CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING 1 7 4.4 Prepare Preliminary List of Implementa- 4.5 Prepare Draft Citywide Climate Action tion Measures (link to EECS Task 2.1) Plan (link to EECS Task 2.2) AECOM will develop a preliminary list of CAP implementation AECOM will complete an Administrative Draft CAP for City measures to meet City emissions reduction goals.AECOM will staff and public review. Prior to preparing the draft,AECOM prepare this preliminary list of potential reduction measures will provide the City with a detailed annotated outline of the along with initial cost and benefit information as a starting proposed contents of the CAP for review and approval.The point for the draft CAP. It will include any community measures CAP's primary objective will be to reduce total greenhouse gas that form part of the EECS.The list will be based on review of emissions in the City.At the same time,the CAP will provide AECOM current lists of CAP measures, other community data an overview of economic growth opportunities afforded by sources, and best practices advocated by such organizations climate actions, and available funding options and financing as the California Air Pollution Control Officers Association strategies. (CAPCOA), the Attorney General, ICLEI, and best manage- ment practices from other counties and cities throughout the The CAP will make substantial use of graphics, including nation. charts,diagrams, and tables to convey key information.The document will convey reduction measures along with associ- Consistent with SB 375 requirements,AECOM will propose ated costs, benefits, implementation strategies,and forecasted policy options to reduce VMT, based on traffic analysis of trip reductions, incorporating only a minimal amount of back- ends, and VMT within City-responsible areas, as noted in Task ground information. 1.2. We will also evaluate land use tools available reduce VMT and GHG emissions from the transportation sector. CAP chapters will be provided to City staff for review prior to publication of the public review draft.We propose that the draft Our approach will look at programs that may include: CAP be organized as follows: • Building energy audits • Financial incentive programs C h«pig t i. C:lini�Jc Chinpe i�nd the GiiY of Sin Eer{iFrdirlo • Energy efficiency and conservation programs S for City buildings and facilities The first chapter of the CAP will outline the City's rationale • Development and implementation of and motivation for addressing climate change and developing transportation programs and implementing the CAP.The chapter will provide a brief overview of the science behind climate change,describe the • Building codes and enforcement potential impacts climate change may create in San Bemar- • Energy distribution technologies dino, outline state policy mandates to reduce GHG emissions, • Traffic signals and street lighting and review the economic and energy conservation objectives. • Renewable energy technologies GL�l_i�.i .�sEiirr GHG Ftni,;:i(ns lr,�entcr� • Local foods programs r'I d, Forec.,.ei • Improving urban forestry In this chapter,the City will present a summary of the GHG • Encouraging water sensitive design practices emissions inventory and projections under a business as usual within new development; scenario, and will describe the GHG reductions necessary to • Public education programs achieve the City's adopted target • Modifying City service provision practices • AB 811 District formation CkE pter CHG Errrise!an F.ec;tf0ion 6'IC�c urea • TOD Overlay District This chapter will describe the implementation measures nec- essary to reduce GHG emissions in the City and achieve the Based on feedback from the public consultation process and reduction target. Each measure will be enforceable, include in consultation with Staff,we will prepare a list of prioritized a timeline,describe costs and financing mechanisms,docu- reduction measures for the draft CAP along with more detailed ment progress toward GHG reduction,job creation/retention, cost and benefit information including co benefits of measures energy conservation, and deployment of renewable technol- such as criteria pollutant reduction,other quality of life benefits ogy goals, and assign responsibility to relevant City agencies (such as reduction in traffic congestion). Given the current and departments. 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- 1'a ;.i cally and logistically feasible in the short term and the general This chapter will identify benchmarks, monitoring procedures steps required for implementation can be defined. GHG reduc- and other steps needed to ensure the City achieves its GHG tion potential of the various measures will be identified as reduction, protection, and adaptation goals. percent-reductions relative to the City's 30 percent reduction target of achieving 1990 levels by 2020,and potential costs of measures will be identified using a low-medium-high cost ap- ' proach tied to their relationship to either the County's Capital Administrative Draft Citywide CAPfelectronic document) Improvement Program or departmental operating budgets. EDAW AECOM ,,.c...r=L=.FY L N V I R 0 N F;'u I I T: CITY OF SAN BERNARDINO ENERGY EFFICIENCY CONSULTING B y� F [1 y is t 4.6 Prepare Public Review Draft Citywide 4.7 Prepare Final Citywide Climate Climate Action Plan Action Plan Following receipt of City staff comments,AECOM will make At the conclusion of the public review period on the Draft CAP, revisions to the Administrative Draft CAP to produce a Public AECOM will provide a brief summary characterization of the Review Draft Citywide CAP.AECOM assumes a single set of nature of public comments for staff consideration prior to pre- consolidated staff comments on each chapter of the adminis- paring the Final Citywide CAP. trative draft will be provided.AECOM assumes that City staff will develop an appropriate distribution list,and circulate the For budget purposes,AECOM assumes that no new informa- Draft Citywide CAP to the public, applicable agencies, and tion will be raised in the comments that require substantive interest groups. revisions to the CAP, and that comments received require only minor adjustments to or clarification of concepts contained AECOM recommends a 30-day formal public review period within the draft. If the volume or complexity of the comments during which comments on the Draft CAP will be accepted. requires additional effort, an adjustment to the work plan and budget may be needed. _ document) 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. Final Citywide CAPfelectronic document) EDGIN AECOM cXE;.'.?L,-!'.'r EM1l'-;'IR�IIIJEI1T`.- mmH _ $_ ame YITTIT, <Ne"�$w."�' »T�" i+ f - � tl O p O O p Of r p r f 1---lA p O IVIVI-- O p p a N O f O lgl O tl IVH UVI-- 1811 I;z Pe ° b O p 0 $ro n♦ O°f f O O N f f f w R-1 - • tl 8 � tl p p N f IVI0 lwl:!l ♦ f •�i M O S I I I I- I u F r W S -H tl (� N W 4 �m E ; E p C A - O � - O U � S • O O s s 3" •_� � fan g m � 6 M all LL a •lu f°$ r � � �$ •E $ �� a • � s `° W $W a€o•`� c�'1 '�,°e'�5��! � �m�8N}:. ��LL � g go � � a • W '$ O ae E$ • u � y e E O C • E L � e o ` ` p��� � e • � p $ oy '� ° • p 5 c 333 p < ry� �N W LLf LL d W LL��Nn OOA i M1f W � C1- Rf W RFPO F- 10-02 RFP F-10-02 Energy Efficiency Consult San Bernar ono August 18, 2009 SUBJECT: REQUEST FOR PROPOSALS (RFP) F-10-02 The City of San Bernardino (City) invites Proposals from qualified vendors for: Energy Efficiency Consultant Parties interested in obtaining a complete copy of this RFP F-10-02 may do so by accessing the City of San Bernardino Web Page at www.sbcity.org > Request for Bids > City Finance, beginning August 18, 2009, or by faxing their request to (909) 384- 5043, attention Deborah R. Morrow. Please include the following information in your request: name and address of firm; name, telephone and facsimile number of contact person; specify RFP F-10-02. Copies of the RFP may also be obtained by calling Deborah Morrow at (909) 384-5086, Sylvia at (909) 384-5348, or in person at City Hall, 300 N. "D" St., 4th floor Finance Department, San Bernardino, CA 92418. Closing Date: Proposals must be submitted at or before 3:00 PM, PST, September 22, 2009, at the address listed above. Issuance of this RFP and/or receipt of Proposals does not commit the City to award a contract. Sincerely, Deborah R. Morrow, C.P.M. Purchasing Manager RFP F-]0-02 Energy Efficiency Consult SECTION I. INSTRUCTIONS TO OFFEROR(S) 28 RFP F-10-02 Energy Efficiency Consult City of San Bernardino, Finance Department Purchasing Division Bid Documents to Be Returned RFP F-10-02 Energy Efficiency Consultant ❑ Title Page ❑ Cover Letter/ Letter of Introduction ❑ Project Approach ❑ Project Staffing ❑ Vendor Qualifications and Project Experience ❑ References ❑ Firm Fixed Price Proposal vendor For, ❑ Authorized Binding Signature(s) ❑ Proof of Insurance ❑ Addendum Received (City Form) Iv Forms ❑ Non-Collusion Affidavit (City Form) Iv Form, ❑ Listing of Proposed Subcontractor (City Form) Iv Forms ❑ 60 Day Minimum Proposal Validity Statement III Additional Requirements, VI General Specifications#4 ❑ Copy, of Manufacturer's and/or dealer warranty and/or guarantee (if applicable) vl General Specifications#10 ❑ Copy of Contractor License VI General Specifications#35 Offeror(s) are requested to submit this checklist completed with all bid documents. 3 RFP F-10-02 Energy Efficiency Consult I. GENERAL INSTRUCTIONS TO OFFEROR(S) A. Non-Mandatory Pre-Proposal Meeting N/A B. Examination of Proposal Documents 1. By submitting a proposal, the Offeror(s) represents that it has thoroughly examined and become familiar with the items required under this RFP and that it is capable of quality performance to achieve the City's objectives. 2. The City reserves the right to remove from its mailing list for future RFPs, for an undetermined period of time, the name of any Offeror(s) for failure to accept a contract, failure to respond to two (2) consecutive RFPs and/or unsatisfactory performance. Please note that a "No Proposal" is considered a response. C. Addenda Any City changes to the requirements will be made by written addendum to this RFP. Any written addenda issued pertaining to this RFP shall be incorporated into the terms and conditions of any resulting Purchase Order. The City will not be bound to any modifications to or deviations from the requirements set forth in this RFP as the result of oral instruction. For electronic notifications, please visit our website and sign-up for e-Notify. D. Clarifications 1. Examination of Documents Should an Offeror(s) require clarifications of this RFP, the Offeror(s) shall notify the City in writing in accordance with Section D.2 below. Should it be found that the point in question is not clearly and fully set forth, the City will issue a written addendum clarifying the matter which will be sent to all persons who have requested the RFP. 2. Submitting Requests a. All questions, clarifications or comments shall be put in writing and must be received by the City no later than September 1, 2009 and be addressed as follows: City of San Bernardino 300 North "D" Street 4th floor, Attn: Deborah R. Morrow 4 UP F-10-02 Energy Efficiency Consult San Bernardino, CA 92418 b. The exterior envelope of all requests for clarifications, questions and comments must be clearly labeled, "Not an Offer." The City is not responsible for failure to respond to a request that has not been labeled as such. The City will also accept questions sent by facsimile machines or email, however, all faxed or emailed questions must be received by the City no later than 5:00 PM, PST, September 1, 2009. Send facsimile transmissions to (909) 384-5043, attention Deborah R. Morrow, and emails to morrow—de@sbcity.org. C. Inquiries received after September 1, 2009 will not be accepted. 3. City Responses Responses from the City will be communicated in writing to all recipients of this RFP, and may be faxed, postmarked, or posted to our website, \�«�N.sbcity.oru by the close of business September 10, 2009. For electronic notifications, please visit our Homepage and sign-up for e-Notify. E. Submission of Proposals 1. Date and Time All Proposals are to be submitted to City of San Bernardino, Attention: Deborah R. Morrow. Proposals received after 3:00 PM PST, September 22, 2009, will be rejected by the City as non-responsive. 2. Address Proposals shall be addressed as follows: City of San Bernardino Finance Department 300 N. "D" Street, 4th floor San Bernardino, CA 92418. Proposals may be delivered in person to the Purchasing Division, 4th floor of the above address. 3. Identification of Proposals Offeror(s) shall submit a SEALED proposal package consisting of: a) one (1) signed original of Offeror Proposal and 5 RFP F-10-02 Energy Efficiency Consult b) four (4) copies and c) one (1) original "PRICE FORM" in a separate SEALED envelope. The proposal package shall be addressed as shown above, bearing the Offeror(s) name and address and clearly marked as follows: "RFP F-10-02: Energy Efficiency Consultant 4. Acceptance of Proposals a. The City reserves the right to accept or reject any and all Proposals, or any item or part thereof, or to waive any informalities or irregularities in Proposals. b. The City reserves the right to withdraw this RFP at any time without prior notice and the City makes no representations that any contract will be awarded to any Offeror(s) responding to this RFP. C. The City reserves the right to postpone proposal opening for its own convenience. F. Pre-Contractual Expenses Pre-contractual expenses are defined as expenses incurred by the Offeror(s) in: 1. preparing its proposal in response to this RFP; 2. submitting that proposal to City; 3. negotiating with City any matter related to this proposal; or 4. any other expenses incurred by the Offeror(s) prior to date of award, if any, of the Agreement. The City shall not, in any event, be liable for any pre-contractual expenses incurred by Offeror(s) in the preparation of its proposal. Offeror(s) shall not include any such expenses as part of its proposal. G. Contract Award Issuance of this RFP and receipt of Proposals does not commit the City to award a Purchase Order. The City reserves the right to postpone proposal opening for its own convenience, to accept or reject any or all Proposals received in response to this RFP, and to negotiate with other than the 6 RFP F-10-02 Energy Efficiency Consult selected Offeror(s) should negotiations with the selected Offeror(s) be terminated. The City also reserves the right to apportion the award among two or more OFFERORM. A signed Vendor (Contractor) / Consultant Service Agreement (VSA/CSA), along with a pre-performance meeting, outlining additional terms and conditions relating to performance, warranty, materials, goods, services, or other items as deemed necessary by the City, may be required prior to the commencement of the job. H. Acceptance of Order The successful Offeror(s) will be required to accept a Purchase Order in accordance with and including as a part thereof the published Request for Proposals, and the RFP documents including all requirements, conditions and specifications contained therein, with no exceptions other than those specifically listed in the written purchase order. I. Business License The City's Business Ordinance requires that a Business doing business with the City, obtain and maintain a valid City Business Registration Certificate during the terms of the Agreement. Bidder agrees to obtain such Certificate prior to undertaking any work under this Agreement. J. Local Vendor Preference The City of San Bernardino gives any formal or informal bid submitted by a local bidder a one percent (1%) credit for goods and materials, where labor and/or installation is incidental; and a five percent (5%) credit on Contractual services, for comparison purposes with other bidders, as authorized in the San Bernardino Municipal Code Section 3.04.125, and Executive Order 2003-1, respectively. For the purposes of this section, "local bidders" shall be bidders for which the point of sale of the goods or materials shall be within the City of San Bernardino. RFP F-10-02 Energy Efficiency Consult REQUEST FOR PROPOSAL RFP F-10-02 For Professional Services for Energy Efficiency Consultant To Develop and Prepare an Energy Efficiency and Conservation Strategy for The City of San Bernardino Presented By: CITY OF SAN BERNARDINO Purchasing Division — 4th Floor 300 North D Street San Bernardino, CA 92418 August 18, 2009 s UP F-10-02 Energy Efficiency Consult REQUEST FOR PROPOSAL (RFP) City of San Bernardino for the Facilities Management Department Professional Services To Develop and Prepare an Energy Efficiency and Conservation Strategy The City of San Bernardino, through its Facilities Management Department, invites sealed proposals from qualified firms or individuals for professional consulting services to assist the City develop and prepare an Energy Efficiency and Conservation Strategy. EQUAL EMPLOYMENT OPPORTUNITY: Contractor will be required to comply with all applicable federal and state equal opportunity, affirmative action and minority representation laws. INELIGIBLE BIDDERS: All respondents will be required to certify that they are not on the U.S. Comptroller General's List of Ineligible Contractors, nor any firm, partnership, or association in which they have substantial interest nor any other person, both natural and corporate, having substantial interest in their business is designated as an ineligible bidder or on the U.S. Comptroller General's List of Ineligible Contractors. All respondents must also remain current and not be in default of any obligations due the City of San Bernardino including, but not limited to, the payment of taxes, fines, penalties, licenses or other monies due to the City of San Bernardino. The City of San Bernardino is an Equal Opportunity Employer. 9 UP F-10-02 Energy Efficiency Consult BACKGROUND The purpose of this Request for Proposal (RFP) is to obtain proposals for consulting services to assist the City of San Bernardino in the development of an Energy Efficiency and Conservation Strategy (EECS). On March 26, 2009 Vice President Joe Biden and Energy Secretary Steven Chu announced plans to invest $3.2 Billion in energy efficiency and conservation projects. The Energy Efficiency and Conservation Block Grant program, funding by President Obama's American Recovery and Reinvestment Act of 2009, Public Law 111-5, appropriates funding for the Department of Energy (DOE) to issue/award formula-based grants to states, U.S. territories, units of local government, and Indian tribes under the Energy Efficiency and Conservation Block Grant (EECBG) Program. The Department of Energy" authorization for this program is set forth in Title V, Subtitle E of the Energy Independence and Security Act (EISA) of 2007. Projects under this announcement will be funded, in whole or in part, with funds appropriated by the American Recovery and Reinvestment Act of 2009, Pub. L. 111- 5, (Recovery Act or Act). The Recovery Act's purposes are to stimulate the economy and to create and retain jobs. The Act gives preference to activities that can be started and completed expeditiously, including a goal of using at least 50 percent of the funds made available by it for activities. Accordingly, special consideration will be given to projects that promote and enhance the objectives of the Act, especially job creation, preservation and economic recovery, in an expeditious manner. The City of San Bernardino was allocated $1,900,000 in funds for local energy efficiency improvements. The uses of the Energy Efficiency and Conservation funds include: • Energy audits and retrofits of residential and commercial buildings; • The development and implementation of advanced building codes and inspections; • The 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; and deployment of Combined heat and power and district heating and cooling systems. 10 RFP F-10-02 Energy Efficiency Consult The distribution and uses of the Energy Efficiency and Conservation Block Grant funds must meet the reporting requirements of Attachment C of the U.S. Department of Energy; including 1. Jobs created and/or retained; 2. Energy saved; 3. Renewable energy capacity; 4. GHG emissions reduced; and 5. Funds leveraged. The City of San Bernardino submitted an application for funding from a Recovery and Reinvestment Act Energy Efficiency and Conservation Block Grant before June 25, 2009. The City is requesting consultant assistance to develop its Energy Efficiency and Conservation Strategy and prepare a funding application to the U.S. Department of Energy. Part I CONSULTANT REQUIREMENTS -A. Purpose: The City of San Bernardino (hereinafter referred to as the "City"), a California Municipal Corporation, is seeking proposals from qualified firms or individuals to provide professional services to assist the City with preparation and submission of its Energy Efficiency and Conservation Strategy to the United States Department of Energy hereinafter referred to as the "Project". In order to expedite this process, this RFP is being faxed, emailed and posted to the City's website. I-B. Scope of Services: The scope of services for the Project is outlined below. However, respondents should note that these work items are the basis for the technical assistance and are not intended to be inclusive of all of the tasks required to prepare a complete proposal. Respondents should expand and modify these items, as needed; to assure a complete, comprehensive proposal for the technical assistance required to deliver the work products in the Project. It shall be noted that all work products for the Project and its scope of services shall be provided to the City in hard copy form. The City shall own all work products and documents resulting from this RFP and shall approve consultant's choice of software utilized for this Project. The scope of services for the Project is: • Development of a strategy for the implementation of energy efficient Programs and Projects. • Collect and analyze data that will prioritize energy efficiency and conservation projects for the fastest, cleanest, and cheapest ways to 11 RFP F-10-02 Energy Efficiency Consult meet demand, have long term benefit, and link efforts to long terms priorities in areas of economic development, community stabilization, and poverty reduction. • Design Programs and Projects for investment that creates and/or retains jobs, stimulates the economy, and meets long term energy goals. • Evaluate Programs and Projects that will provide substantial, sustainable, and measurable energy savings, job creation, and economic stimulus effects. • Develop a clear, concise work plan to carry out the activities and objectives detailed in the applicant's proposal and any subsequent grant agreement. • Coordinate to every extent possible with local government and other organizations involved in similar initiatives to expand the potential for the completion of a successful Project. • Prepare Budget with justification. • Identify alternative public and private funding sources for the Project. • Ensure that the City of San Bernardino NSP program meets all requirements of Recovery and Reinvestment Act of 2009. • Assist in the preparation of all required components of the City's Energy Efficiency and Conservation Strategy and Block Grant Application. I-C. Contract Time Frame The contract time frame for this project will be for a period of one (1) year from the date of contract award. I-D. Type of Contract It is proposed that, if a contract is entered into as a result of this RFP, it will be a time and materials contract based on a fixed price contract. Negotiations may be undertaken with those consultants whose proposals, as to price and other factors, as determined by the City, show them to be qualified, responsible and capable of performing the work. The contract that may be entered into will be one most advantageous to the price and other factors considered. The City reserves the right to consider proposals or modifications thereof received at any time before award is made, if such action is in the best interest of the City. The determined price of contract shall be adhered to and at no time will the contractor be allowed to bill for work not agreed upon. I-E. Rejection of Proposals 12 RFP F-10-02 Energy Efficiency Consult The City reserves the right to reject all proposals received as a result of this RFP, or to negotiate separately with any source whatsoever in any manner necessary to serve the best interest of the City. I-F. Incurring Costs The City is not liable for any costs incurred by consultants prior to issuance of a contract. I-G. Inquiries Questions that arise prior to submission of bids must be directed to Deborah Morrow, Purchasing Manager. (See Section I. General Instructions, #D.2. of the bid package.) I-H Addenda to RFP In the event it becomes necessary to revise any part of this RFP, addenda will be provided to all consultants who receive the RFP. (See Section I. General Instructions #C of the bid package.) 1-I. Response Date To be considered, proposals must arrive at the address designated by the City on or before the date and time specified in the bid package. Consultants mailing proposals should allow normal delivery time to ensure receipt of their proposal. All proposals shall be received by the Facilities Management Department by 3:00 p.m., local time, on September 22, 2009. (For complete details See Section I. General Instructions, #E. 1 - 4 of the bid package.) I-J. Proposals To be considered, consultants must submit a complete response to this RFP using the format provided in Part II. One original and four copies of the proposal must be submitted to the City of San Bernardino, Purchasing Division, Finance Department, 4th Floor, 300 North D Street, San Bernardino, California 92418. Proposals must be signed by an official authorized to bind the consultant agency to its provisions. Proposals must include a statement as to the period during which the proposal remains valid. For this RFP, this period must be at least sixty (60) days. (See Section VII. General Specifications #4 pg. 30 of the bid package.) I-K. Acceptance of Proposal Content The contents in the proposal of the successful bidder may become contractual obligations if a contract is issued. Failure of the successful bidder to accept these obligations may result in cancellation of the award. 13 RFP F-10-02 Energy Efficiency Consult I-L. Economy of Preparation Proposals should be prepared simply and economically, providing a straightforward, concise description of the bidder's ability to meet the requirements of this RFP. I-M. Prime Contractor Responsibilities The selected consultant will be required to assume responsibility for all services offered in his/her proposal, regardless of who produces them. Furthermore, the City will consider the selected consultant to be the sole point of contact with regard to contractual matters, including payment of any and all charges resulting from the contract. I-N. Contract Payment Schedule Monthly invoices are submitted to the City of San Bernardino Facilities Management Department, to the attention of Jim Sharer, or designee. Payment for contract services entered into as a result of this RFP will be made within thirty (30) days of receipt of an invoice. 1-0. Independent Price Determination By submission of a proposal, the Offeror certifies and, in the case of a joint proposal, each party thereto certifies as to its own organization in connection with this proposal that: The prices in the proposal have been arrived at independently, without consultation, communication or agreement, for the purposes of restricting competition, as to any matter relating to such prices with any other offer or with any competitor; and Unless otherwise required by law, the prices which have been quoted in the proposal have not been knowingly disclosed by the Offeror and will not knowingly be disclosed by the Offeror or to any competitor; and No attempt has been made or will be made by the Offeror to induce any other person or firm to submit or not to submit a proposal for the purpose of restricting competition. Each person signing the proposal also certifies that: He/She is the person in the Offeror's organization responsible within that organization for the decision as to the prices being offered in the proposal; and He/She is not the person in the Offeror's organization responsible 14 RFP F-10-02 Energy Efficiency Consult within that organization for the decision as to the prices being offered in the proposal but that he/she has been authorized in writing to act as agent for the persons responsible for such decision. I-P. Equal Opportunity Affirmative Action The consultant shall adhere to all federal and state regulations in respect to equal opportunity, affirmative action and minority representations. Minority firms are encouraged to apply. If the bidder is certified as a minority or female-owned business by the California Department of Civil Rights pursuant to Public Act 428, then such documentation shall be included in the proposal. I-Q. Ownership of Work Products It is explicitly understood that all work products and documents resulting from this RFP and contract shall become the property of the City of San Bernardino. I-R. Liability Insurance The selected bidder will be required to provide general liability, workmen's compensation insurance, and professional liability insurance coverage in the amount of One Million Dollars. Said proof of liability insurance shall be included as part of the contract document. PART II INFORMATION REQUIRED FROM BIDDERS The content of the bidder's proposal shall include information for the items listed below: II-A. Firm or Organization Identification State the full name and address of your firm or organization and, if applicable, the branch office or other subordinate element that will perform or assist in performing the work of the Project. Indicate whether you operate as an individual or partnership or corporation and include the state in which your firm or organization is incorporated. If a joint venture is contemplated, name the firms involved. Also, subcontractors to be used for the Project must be identified in a similar manner. 11-B. Statement of Understanding State in precise terms your understanding of the scope of services presented in this RFP and your role in accomplishing these services. II-C. Management Staffing 15 UP F-10-02 Energy Efficiency Consult Staffing - Provide the names, qualifications, and background information (resumes) of your Project Team, including Project Manager, and other professional staff who will be associated with the Project. Estimate the percent of the time each individual will devote to the work. Include a Project Organizational Chart. Sub-Consultant - Discuss the nature and extent of sub-contracting Other services pertinent to the Project. Responsiveness - Discuss how your firm will respond quickly on a day-to-day basis to Project needs. Discuss how you will maintain close and effective communications with the City and its staff. Bidder must be able to staff a project team that is experienced in community development and affordable housing projects. II-D. Work Plan Present in detail your proposed work plan for this project, including major tasks to be achieved and related work products. Also, present in detail any "Additional Recommended Items" that you deem appropriate to be included as part of the technical assistance. Provide a work schedule outlining the time frame for your firm to complete the work including "Additional Recommended Items' and the estimated time required for the completion of each major task. Your work plan must also define what your firm will need from the City to complete the scope of services, work products, or documents, etc. for the Project. II-E. Qualifications and Prior Experience The qualified proposer needs to provide the following: Provide a description of the organizations' experience in conducting the type of work proposed prior to submission of this proposal. Include a summary of any other involved organizations, funding sources, and accomplishments. Discuss your firm's experience in the provision of these types of services and provide examples of similar projects that your firm has (or major principals of your firm) been involved with. Include at least three (3) references, identifying the following information Client Contact person and phone number Services provided Original estimate or project costs Actual project cost 16 RFP F-10-02 Energy Efficiency Consult II-F. Authorized Negotiators Include the names and phone numbers of personnel of your organization authorized to negotiate the proposed contracts with the City of San Bernardino Facilities Management Department. II-G. Cost of Services Level of Effort In this section of the proposal, provide an estimate of the total not-to-exceed cost for the Project. This cost shall also include a breakdown for labor, overhead rates, fringe benefits, profit and other pertinent costs. Demonstrate the level of effort for the Project by listing, by position, the number of hours necessary to complete this Project, including a detailed outline of professional personnel. The level of effort a subcontractor will provide, as well as any "Additional Recommended Items" the Consultant deems appropriate to be included in the technical assistance, shall also be represented in a similar format. Also, the Consultant shall submit its rate schedule. The rate schedule shall include your firm's rates (including labor, overhead, fringe benefits and profit) for each position that will be assigned to the Project as well as any other costs related to the provision of these services. The Consultant will be reimbursed on a time and materials basis with a not to exceed cost presented as an upper limit for the Project. The information requested in this section is required to support the reasonableness of your quotation. The data will be held in confidence and will not be revealed to or discussed with competitors until after a contract is awarded to successful bidder(s). After contract award, all bids are subject to the Freedom of Information Act. This portion of the proposal must be bound and sealed separately from the remainder of the proposal. Use the following format: 1. Itemize so as to show the following for each category of personnel with a Different rate per hour: a. Category: e.g., project manager, senior architect, draftsman, etc b. Estimated number of man hours c. Rate per hour d. Total cost of each category and for all labor needs 2. Fringe Benefit Costs - ITEMIZE 3. Cost of supplies and materials -ITEMIZE 4. Other direct costs - ITEMIZE 5. General and administrative burden of overhead- Indicate percentage and total 17 RFP F-10-02 Energy Efficiency Consult 6. Transportation costs - Show travel costs and per diem separately 7. Printing costs - State separately the price for printing work products of documents 8. Profit 9. Overhead Rates - (or any other type of cost plus percentage of cost) shall only be allowed if bidder uses an overhead or indirect cost rate for its firm that has been approved by a federal agency. Such documentation must be included in the bid package. 10.Total price quote for project PART III EVALUATION CRITERIA OF PROPOSALS The criteria that will be considered in the evaluation of the proposals for this RFP shall include, but not necessarily be limited to, the following factors: III-A. Price Analysis of cost, including level of effort allocated to each major task. III-B Prior experience and familiarity with the topic This refers to the nature and extent of prior experience, including the years that the firm or organization has been in business, level of experience in community-based planning relating to Energy Efficiency Programs/plans and project development and management. Also, a past record of performance on similar projects, including such factors as control of cost, quality of work and ability to meet schedules urban, economic, commercial, residential, industrial and other related development projects, project management, etc. II-C. Capability and Qualifications This criterion includes consideration of bidder's capability and ability to meet the terms of the RFP. Emphasis will be placed on the soundness of the bidder's approach to carrying out all tasks as presented in the scope of services and bidder's ability to perform the work within the required time limits as stated in Part 1-A. III-D. Understanding of the nature of work to be performed and perception Of issues to be addressed 18 RFP F-10-02 Energy Efficiency Consult This refers to proposer's understanding of the scope of services presented in this RFP and selected firm's role in accomplishing these services. III-E. Professional Personnel This refers to the competence of the professional personnel who would be assigned to the job by the consulting firm or individual consultant. Qualifications of professional personnel will be measured by education and experience, with reference to experience on projects similar to that described in this RFP. Emphasis will also be placed upon the qualifications of the project manager and the amount of dedicated management planned for this project by the contractor. Past record of performance on similar projects including such factors as control of cost, quality of work, and ability to meet schedules, project organization and management, including staffing, management control, and subcontractor utilization. III-F. Local Preference All respondents shall be advised that the City of San Bernardino gives a five (5) percent advantage of bidders located within the corporate City limits of San Bernardino, California. For example, if the lowest qualified bid represents a City of San Bernardino non-resident business and the second higher lowest qualified bid represents a City of San Bernardino resident business whose bid is up to 5 percent higher than the lowest qualified bid, then the contract can be awarded to the second lowest qualified bidder whose business is located in the City of San Bernardino. III-G. Other Factors The criteria that will be considered in the evaluation of the Proposals shall include, but not necessarily be limited to, the following: 1. Avoidance of personal and organizational conflicts of interest. 2. Responsiveness to RFP requirements- quality of the information Submitted in the proposal based on completeness, relevance, conciseness and organization of material presented. 3. The perception of the Project and your firm's expertise for the Project. 4. Extent of utilization of local firms and types of work to be performed. 5. Compliance with equal opportunity and affirmative action regulations. 19 RFP F-10-02 Energy Efficiency Consult SECTION V. BID CONTENT AND FORMS 20 RFP F-10-02 Energy Efficiency Consult Are there any other additional or incidental costs that will be required by your firm in order to meet the requirements of the Proposal Specifications? Yes / No (circle one). If you answered "Yes", please provide detail of said additional costs: Please indicate any elements of the Proposal Specifications that cannot be met by your firm. Have you included in your proposal all informational items and forms as requested? Yes / No . (circle one). If you answered "No", please explain: This offer shall remain firm for 90 days from RFP close date. Terms and conditions as set forth in this RFP apply to this proposal. Cash discount allowable % days; unless otherwise stated, payment terms are: Net thirty (30) days. In signing this proposal, Offeror(s) warrants that all certifications and documents requested herein are attached and properly completed and signed. From time to time, the City may issue one or more addenda to this RFP. Below, please indicate all Addenda to this RFP received by your firm, and the date said Addenda was/were received. Verification of Addenda Received Addenda No: Received on: Addenda No: Received on: Addenda No: Received on: FIRM NAME: ADDRESS: Phone: Email: 21 RFP F-10-02 Energy Efficiency Consult Fax: Authorized Signature: Print Name: Title: IF SUBMITTING A "NO PROPOSAL", PLEASE STATE REASON (S) BELOW: 22 UP F-10-02 Energy Efficiency Consult NON - COLLUSION AFFIDAVIT TO: THE COMMON COUNCIL, CITY OF SAN BERNARDINO In accordance with Title 23, United States Code, Section 112, the undersigned hereby states, under penalty of perjury: That he/she has not, either directly or indirectly, entered into any agreement, participated in any collusion, or otherwise taken action in restraint of free competitive proposal in connection with RFP F-10-02. Business Name Business Address Signature of Offeror(s) X Place of Residence Subscribed and sworn before me this day of , 20_. Notary Public in and for the County of , State of California. My commission expires , 20 23 RFP F-10-02 Energy Efficiency Consult SUBCONTRACTOR'S LIST As required by California State Law, the General Contractor bidding will hereinafter state the subcontractor who will be the subcontractor on the job for each particular trade or subdivision of the work in an amount in excess of one-half of one percent of the General Contractor's total bid and will state the firm name and principal location of the mill, shop, or office of each. If a General Contractor fails to specify a subcontractor, or if he specifies more than one subcontractor for the same portion of work to be performed under the contract in excess of one-half of one percent, he agrees that he is fully qualified to perform that portion himself and that he shall perform that portion himself. DIVISION OF NAME OF FIRM OR LOCATION WORK OR CONTRACTOR CITY TRADE Print Name: Signature of Bidder Company Name: Address: REJECTION OF BIDS The undersigned agrees that the City of San Bernardino reserves the right to reject any or all bids, and reserves the right to waive informalities in a bid or bids not affected by law, if to do seems to best serve the public interest. 24 RFP F-10-0'_' Energy Efficiency Consult SECTION VI. GENERAL EVALUATION CRITERIA 25 RFP F-10-02 Energy Efficiency Consult VI. GENERAL EVALUATION CRITERIA A. EVALUATION CRITERIA 1. Capabilities of Firm to Effectively Complete the Project Requirements - 35% Depth of Offeror(s)'s understanding of, and ability to manage, City's requirements; ability to meet task deadlines; utility of suggested enhancements or technical innovations. 2. Qualifications of Firm/Related Experience - 45% Experience in providing services similar to those requested herein; experience working with public agencies; strength and stability of the firm; strength, stability, experience and technical competence of subcontractors; assessment by client references; qualifications of project staff; key personnel's level of involvement in performing related work; logic of project organization; adequacy of labor commitment. 3. Reasonableness of Cost and Price - 10% Reasonableness of the individual firm-fixed prices and competitiveness of quoted prices with other proposals received; adequacy of the data in support of figures quoted; basis on which prices are quoted. 4. Completeness of Response - 5% Completeness of response in accordance with RFP instructions; exceptions to or deviations from the RFP requirements which the Offeror(s) cannot or will not accommodate; other relevant factors not considered elsewhere. 5. Local Vendor Preference - 5% As approved in Executive Order 2003-01--Offeror(s)'s which posses a fixed office or distribution point with at least one owner or employee located within the City of San Bernardino, and possessing all valid and current permits, and licenses required to transact such business, including, but not limited to a City Business Registration Certificate shall receive a five percent (5%) preference. [Unless contrary to Federal, State or Local Law (such as contracts for the construction of public works projects), or unless contrary to the requirements mandated by the funding source for such contractual services (such as the Federal Government or other source which requires award to the lowest responsible Offeror(s.) 26 UP F-10-02 Energy Efficiency Consult B. EVALUATION PROCEDURE All proposals received as specified will be evaluated by City staff in accordance with the above criteria. Additional sub-criteria beyond those listed may be considered by the evaluators in applying the major criteria to the proposals. During the evaluation period, the City may require an on- site visit and/or tour of the Offeror(s)'s place of business. OFFEROR(S) should be aware, however, that award may be made without vendor visits, interviews, or further discussions. C. AWARD Depending on the dollar amounts of the offers received, City staff will either select the vendor best meeting the above-specified criteria or submit to City Council, for consideration and selection, the offer(s) judged by staff to be the most competitive. The City reserves the right to withdraw this RFP at any time without prior notice and, furthermore, makes no representations that any contract(s) will be awarded to any OFFEROR(S) responding to this RFP. The City expressly reserves the right to postpone proposal opening for its own convenience, to waive any informality or irregularity in the proposals received, and to reject any and all proposals responding to this RFP without indicating any reasons for such rejection. The City also reserves the right to award its total requirement among two or more OFFERORS) as City staff may deem to be in its best Interests. In addition, negotiations may or may not be conducted with OFFEROR(S); therefore, the proposal submitted should contain the OFFEROR(S) most favorable terms and conditions, since the selection and award may be made without discussion with any Offeror(s). D. TIE PROPOSALS If the final evaluation scores (after applying the local preference allowance) result in a tie score, then the recommendation for award will be given to the local vendor. E. NOTIFICATION OF AWARD OFFEROR(S) who submit a proposal in response to this RFP shall be notified regarding the firm(s) who was awarded the agreement. Such notification shall be made within a reasonable time after the date the agreement is awarded. 27 RFP F-10-02 Energy Efficiency Consult SECTION VII. GENERAL SPECIFICATIONS 28 RFP F-10-02 Energy Efficiency Consult VII. GENERAL SPECIFICATIONS 1. Each proposal shall be in accordance with Request for Quotes (RFP) Number RFP F-10-02. All specifications are minimum. Offeror(s) are expected to meet or exceed these specifications as written. Offeror(s) shall attach to their proposal a complete detailed itemization and explanation for each and every deviation or variation from the RFP specifications and requirements. Conditional Proposals, or those that take exception to the RFP specifications and requirements, may be considered non-responsive and may be rejected. 2. The City reserves the right to accept or reject any and all Proposals and to award a contract to the Offeror(s) whom best meets the City's requirements. This may include waiver of minor irregularities or discrepancies, or nonconformity to specifications in appropriate circumstances. Purchase shall be on a best buy basis after due consideration of all relevant factors, including but not limited to, workmanship, accessibility of parts and service, known evidence of manufacturer's responsibility and record, durability and known operational record of product and suitability as well as conformity to City needs and requirements. In all cases the best interest of the City shall prevail in all contract awards. 3. The City of San Bernardino reserves the right to purchase more or less than the quantities specified at unit prices proposal. a. Proposals shall be firm offers, subject to acceptance or rejection within 60 days minimum of the opening thereof. s. Regular dealer. No Offeror(s) shall be acceptable who is not a reputable manufacturer or dealer of such items as submitted for proposal consideration. 6. All materials, workmanship and finish entering into the construction of the equipment must be of the best of these respective kinds and must conform to the character of the equipment and the service for which it is intended to be used and shall be produced by use of the current manufacturing processes. "Seconds", factory rejects, and substandard goods are not acceptable. 7. Each Offeror(s) shall submit with their proposal a copy of the proposed product specifications, complete detailed drawings, and other descriptive matter in sufficient detail to clearly describe the equipment, materials and parts offered. s. Manufacturer and/or Contractor shall defend any and all suits and assume all liability for any and all claims made against the City of San Bernardino, or any of its officials or agents for the use of any patented process, device or article forming a part of equipment or any item furnished under the contract. 9. Each Offeror(s) must state in their proposal the guaranteed delivery date of product and/or services in number of calendar days from the date of contract execution by the City of San Bernardino, time is of the essence relative to this contract. Contractor shall prosecute the work continuously and diligently and shall deliver the items at the earliest possible date following the award of the contract. RFP F-10-02 Energy Efficiency Consult lo. Each Offeror(s) shall list in their proposal all factory, manufacturer's and/or dealer's warranty and/or guarantee coverage and shall submit such written documents evidencing the same attached to the proposal. 11. Successful Offeror(s) (Contractor) shall furnish and deliver to the City complete equipment as proposed and awarded, ready for installation and fully equipped as detailed in these specifications. 12. Price shall be quoted F.O.B. San Bernardino (all transportation charges shall be fully prepaid), and shall include all discounts. Proposal shall include California sales tax, where applicable, computed at the rate of (effective April 1, 2009) computed at the rate of 9%, this will normally be shown as a separate line item on the price form. 13. City shall make payment within thirty (30) days after the complete delivery and acceptance of the specified items by the City of San Bernardino and receipt of the Contractor's priced invoice. 14. All "standard equipment" is included in any proposal. OFFEROR(S) furnishing Proposals under these specifications shall supply all items advertised as "standard" equipment even if such items are not stipulated in the specifications, unless otherwise clearly excepted in the proposal. 15. The items which the Offeror(s) proposes to furnish the City must comply in all respects with the appropriate safety regulations of all regulatory commissions of the Federal Government and the State of California, whether such safety features and/or items have been specifically outlined in these specifications or not. 16. Contractor delivering equipment pursuant to this RFP specifications shall guarantee that equipment meets specifications as set forth herein. If it is found that equipment delivered does not meet requirements of these specifications the Contractor shall be required to correct the same at their own expense. 17. By submitting a proposal, each Offeror(s) agrees that in the event complete delivery is not made within the time or times set forth pursuant to this specification, damage will be sustained by the City, and that it is, and will be impractical and extremely difficult to, ascertain the actual damage which the City will sustain in the event of and by reason of such delay. 18. In case the delivery of the items under this contract is delayed due to strikes, injunctions, government controls, or by reason of any cause or circumstance beyond the control of the Contractor, the time for delivery may be extended (in the City's sole discretion) by a number of days to be determined in each instance by mutual written agreement between the Contractor and the Purchasing Division of the City of San Bernardino. The City shall not unreasonably refuse such extension. 19. Contract. Each proposal shall be submitted and received with the understanding that acceptance by the City of San Bernardino of proposal in response to this solicitation shall constitute a contract between the Contractor and the City. This shall bind the Contractor to furnish and deliver at the prices proposed and in complete accordance with all provisions of RFP F-10-02. In RFP F-10-02 Energy Efficiency Consult most cases the basis of award will be the City's standard purchase order that may or may not incorporate this solicitation by reference. 20. Prohibited interest. No member, officer, or employee of the City or of any agency of the City during his tenure or for one year thereafter shall have any interest, direct or indirect in this contract or the proceeds thereof. Furthermore, the parties hereto covenant and agree that to their knowledge no board member, officer or employee of the City has any interest, whether contractual, non-contractual, financial or otherwise, in this transaction, or in the business of the contracting party other than the City, and that if any such interest comes to the knowledge of either party at any time, a full and complete disclosure of all such information will be made in writing to the other party or parties, even if such interest would not be considered a conflict of interest under Article 4(commencing with Section 1090) or Article 4.6 (commencing with Section 1120) of Division 4 of Title I of the Government Code of the State of California. 21. One Document. These specifications, the Request for Proposal, RFP F-10- 02, the Contractor's proposal, any written agreement executed by the parties, the purchase order and all documents referred to in the complete specifications and purchase order, and all written modifications of said documents shall be construed together as one document. Anything called for in any one of said documents shall be deemed to be required equally as if called for in all. Anything necessary to complete the work properly shall be performed by the contractor, whether specifically set out in the contract or not. All sections of the specifications shall be read as constituting a whole and not as an aggregation of individual parts, and whatever is specified in one section shall be construed as applying to all sections. 22. The City of San Bernardino reserves the right to accept or reject any and all Proposals. 23. Prompt payment. Each Offeror(s) may stipulate in their proposal a percentage prompt payment discount to be taken by the City in the event the City makes payment to the Contractor within ten (10) working days of receipt of material and approval of invoice. For the purpose of this provision, payment is deemed to be made on the date of mailing of the City check. NOTE: prompt payment discounts will only be used during proposal evaluation in the case of ties. 24. Inquiries. Direct all inquiries to Deborah R. Morrow at 909-384-5086. Technical questions may be sent via fax to 909-384-5043, or email: morrow_de @sbcity.org. The answers to material questions will be provided in writing by Addendum(s) to all potential Offeror(s). 25. Proposal/Price forms. No proposal will be acceptable unless prices are submitted on the pricing forms furnished herein, and all required forms are completed and included with proposal. Deliver all Proposals, SIGNED and SEALED, to the Purchasing Division, Finance Department at 300 North "D" Street, 4th Floor, City Hall, San Bernardino, California 92418. CLEARLY MARK THE RFP SPECIFICATION TITLE: Energy Efficiency Consultant and NUMBER RFP F-10-02 ON THE OUTSIDE OF THE ENVELOPE. RFP F-10-02 Energy Efficiency Consult 26. Time. All Proposals must be received in the Purchasing Division no later than 3:00 PM, PST, SEPTEMBER 22, 2009, where at such time and said place Proposals will be publicly opened, examined and declared. Any proposal may be withdrawn by Offeror(s) prior to the above scheduled time for the opening of Proposals. Any proposal received after that time and date specified shall NOT be considered. 27. The City of San Bernardino reserves the right at its own discretion to award separate contracts for each category, or to award multiple contracts, or to award one contract for furnishing and delivering of all equipment and/or services in all categories. 28. Equipment. In the purchase of equipment, Contractor shall be required to furnish one (1) OPERATORS MANUAL and one (1) PARTS MANUAL for all equipment proposal. 29. In submitting a proposal to a public purchasing body, the Offeror(s) offers and agrees that if the proposal is accepted, it will assign to the purchasing body all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (U.S.C. Sec 15) or under the Cartwright Act (Chapter 2, commencing with Section 16700 of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, materials, or services by the Offeror(s) for sale to the purchasing body pursuant to the proposal. Such assignment shall be made and become effective at the time the purchasing body tenders final payment to the Offeror(s). 30. Contractor shall indemnify, defend and hold City, its officers, employees and agents harmless from any claim, demand, liability, suit, judgment or expense (including, without limitation, reasonable costs of defense) arising out of or related to Contractor's performance of this agreement, except that such duty to indemnify, defend and hold harmless shall not apply where injury to person or property is caused by City's willful misconduct or sole negligence. The costs, salary and expenses of the City Attorney and members of his office in enforcing this Agreement on behalf of the City shall be considered as "attorney's fees" for the purposes of this paragraph. 31. While not restricting or limiting the foregoing, during the term of this Agreement, Contractor shall maintain in effect policies of comprehensive public, general, and automobile liability insurance, in the amount of $1,000,000 combined single limit, and statutory worker's compensation coverage, and shall file copies of said policies with the City's Risk Division prior to undertaking any work under this Agreement. The policies shall name the City as an additional insured and shall provide for ten- (10) day notification to the City if said policies are terminated or materially altered. CAITLJC111 32. .rte , C)rdbn-na— Min 5231 RFP F-10-02 Energy Efficiency Consult shall have a rating in Best's most recent insurance guide of "A" or better. 33. Written contract documents, duly authorized and signed by the appropriate authority, constitute the complete and entire agreement(s) that may result from the RFP. 34. City may, at its discretion, exercise option year renewals for up to 2 years, in one-year increments. 35. By submitting a proposal, Offeror(s) warrants that any and all licenses and/or certifications required by law, statute, code or ordinance in performing under the scope and specifications of this RFP are currently held by Offeror(s), and are valid and in full force and effect. Copies or legitimate proof of such licensure and/or certification shall be included in Offeror(s)'s response. Proposals lacking copies and/or proof of said licenses and/or certifications may be deemed non-responsive and may be reiected. 36. Once the award has been made and prior to the commencement of the job, the City's Municipal Code (M.C. 5.04.005) requires that a Business doing business with the City, obtain and maintain a valid City Business Registration Certificate during the term of the Agreement. 37. Vendor (Contractor)/ Consultant services agreement(s) (VSA/CSA). A signed vendor/Consultant service agreement may be required between both parties prior to commencement of the job. Addendum 1 RFP F-10-02 Energy Efficiency Consult • San ernar 10 SM September 8, 2009 ADDENDUM #1 TO Request for Proposal (RFP) F-10-02 Energy Efficiency Consultant Notice is hereby given that the following changes, additions, deletions, or clarifications are incorporated as an Addendum to the Request for Proposal (RFP) F-10-02. 1. In reviewing the RFP, we noticed that the contract is for a period of one year. However, since the Energy Efficiency and Conservation Strategies must be submitted to DOE within 120 days of receiving grant money, we questioned to what extent you were looking for services beyond preparing the EECS. Are you looking for program management assistance to help with implementation, measurement and/or reporting of EECBG or is the one-year contract simply your minimum contract period? ANSWER: Consultant is to develop the EECS. There is the potential for performing project management and DOE reporting. 2. Does the scope include transportation? The Background section on page 10 refers to transportation programs that conserve energy, although Part 1-B Scope of Services there is no mention of transportation. ANSWER: Potentially, under Part 1-B, Bullet#3 3. Are we expected to bring in a grant writer on the team? ANSWER: No 4. Which city departments will be involved in the review of proposals? ANSWER: An evaluation team has not yet been established. 5. Does the city already have an official committee/organization/division or a similar working group set up for Energy Efficiency, Sustainability or related issues? ANSWER: One is being developed. 6. According to DOE, eligible projects for EECSGB include audits on all types of buildings, not just residential and commercial. i.e. "Building energy audits and retrofits, including weatherization". Does the City of San Bernardino wish to do audits only on residential and commercial buildings and NOT on government buildings? Development of advanced building codes and inspections; Creation of financial incentive programs and mechanisms 1 Addendum 1 RFP F-10-02 Energy Efficiency Consult for energy efficiency improvements; Transportation programs that conserve energy; Projects that reduce and capture greenhouse gas emissions ANSWER: Residential, Commercial and Industrial only 7. This type of project is not listed specifically as such in DOE's list of EECSGB eligible projects, although clearly it would qualify. Does the City of San Bernardino have any specific types of projects in mind related to critical infrastructure- e.g. methane capture, waste-to- energy projects? ANSWER: No 8. Does the city have in mind projects related to land-use e.g. canopy carbon capture etc? ANSWER: No 9. Is the City primarily interested in buildings? ANSWER: The Strategy will address a variety of energy efficient measures and strategies, and will not focus solely on buildings. 10. Renewable energy technologies on government buildings - Does the City wish to do baseline energy/GHG audits on a sample of government building prior to installing renewable energy technologies on them, to find out which ones would benefit most from such technology and which renewable technology would be most suitable? ANSWER: Energy efficient audits on City owned facilities may be addressed during the development of the EECS 11. In that case, why are government buildings not included in the first bullet (ref. Question 1)? ANSWER: Projects related to Government buildings have been identified. 12. Energy efficient traffic signals and street lighting and the deployment of Combined heat and power and district heating and cooling systems - DOE's list of projects that are eligible for EECSGB funding describes this as "Energy distribution technologies that significantly increase energy efficiency, including distributed resources, combined heat and power, and district heating and cooling systems". Is there a reason that the wording is different in the RFP, and includes as one item both "traffic signals and lights" along with "deployment of Combined heat and power and district heating and cooling systems"? ANSWER: No 13. Several EECBG projects that DOE lists as being eligible are not included in the San Bernardino list. Is this because San Bernardino is not interested in exploring these? i.e. Energy efficiency and conservation programs for buildings and facilities; Grants to nonprofit organizations and government agencies for the purpose of performing energy efficiency retrofits; Material conservation programs including source reduction, recycling, and recycled content procurement programs that lead to increases in energy efficiency; Reduction and capture of methane and greenhouse gases generated by landfills or similar waste-related sources; Any other appropriate activity that meets the purposes of the program and is approved by DOE. ANSWER: The activities listed on the City list have been identified as projects/programs the City wishes to pursue. If additional activities or programs are identified during the development of the Strategy, those may also be considered. 2 Addendum 1 RFP F-10-02 Energy Efficiency Consult 14. Developing an EECS typically involves a number of steps including: i) setting up a vision; ii) establishing an energy and GHG baseline and inventory; iii) setting up goals and objectives, iv) generating potential EECS strategies; v) evaluating and selecting strategies; vi) identifying funding and vii) writing up the EECS plan. The RFP specifies some of these but not all. Most notably, it does not mention calculating the baseline energy use and GHG emissions inventory for the City of San Bernardino. Since this can be a complex and resource intensive task, requiring specialized skills, and potentially having significant impact on our costing of the project, it would be helpful to know: Are baselining energy and GHG within the scope of the Statement of Work? ANSWER: No, baseline and inventory GHG is within the scope of another project. The Strategy will include setting up a vision; setting goals and objectives; development of a strategy that will achieve the goals and objectives; identifying programs and projects that will achieve the goals and objectives; exploring funding opportunities and writing up the plan. 15. If baselining energy and GHG are indeed expected to be within the scope of work, will the City of San Bernardino be able to assist with providing data on municipal buildings, including access to utility data and access to property managers in order to do level 1 energy audits on some representative samples of municipal buildings with a view to energy efficiency potential renewable energy installations? ANSWER: City will provide utility data. 16. Regarding collecting and analyzing data —what is the scope of the facilities that need to be considered when addressing this task? ANSWER: Data collection and analysis for energy efficient audits should include residential, commercial and industrial buildings. 17. Should the proposal only include City-owned facilities or is there a list of targeted facilities including City-owned that the proposer needs to consider? ANSWER: See answer 16. 18. Does the City wish to include energy and GHG baselining for infrastructure such as water, and wastewater treatment, and waste management? ANSWER: Include water and wastewater for energy only. 19. Although the scope of work requires the respondent to identify alternative public and private funding sources, does the City anticipate the availability of other funds especially in the case of City-owned facilities? ANSWER: It is not anticipated that the City will provide any additional funding to projects or programs developed as part of the Strategy, unless through grants or private funding. 20. Following successful completion of the EECS and Block Grant Application and awarding of the funds, will the selected consultant be required to perform reporting tasks necessary to the Block Grant program? ANSWER: Potentially, see answer#1 21. Once the EECS is done, will the consultant who developed the EECS be eligible to bid for programs and projects that are in the EECS? ANSWER: Yes, but with no special consideration. 3 Addendum 1 RFP F-10-02 Energy Efficiency Consult 22. What are the restrictions for future funding of the programs and projects developed in this Scope of Work beyond the first year, if any? ANSWER: Availability of funding beyond the initial block grant. 23. Based on the Energy Efficiency and Conservation Block Grant requirements should the proposer estimate that 50% of the funding will be used for activities and the balance used for the other tasks in the Scope of Work focusing on the strategy, data and design of programs and projects? ANSWER: No 24. Here is the question, "If a person is part of the grant planning process, can that individual or firm still apply for helping to implementing the grant or are they disqualified?" I can't determine from the RFP this aspect of the implementation. ANSWER: See answer#21 25. Since there are a multitude of questions, can the proposal due date be extended past September 22, 2009, to allow prospective bidders ample time to review the City's responses in order to prepare and submit a more complete and comprehensive proposal? ANSWER: No Sincerely, Deborah R. Morrow, C.P.M., MPA Purchasing Manager 4