HomeMy WebLinkAbout25E - AGMT - ENERGY AND SUSTAINABILITY SRVSREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
SEPTEMBER 6, 2011
TITLE:
AGREEMENT FOR ENERGY AND
SUSTAINABILITY CONSULTING SERVICES
CITY MANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
? As Recommended
? As Amended
? Ordinance on 1St Reading
? Ordinance on 2"d Reading
? Implementing Resolution
? Set Public Hearing For_
CONTINUED TO
FILE NUMBER
Authorize the City Manager and Clerk of the Council to execute an agreement with Mariann Long
and Associates subject to nonsubstantive changes approved by the City Manager and City
Attorney for energy and sustainability consulting services in an amount not to exceed $255,000,
and authorize the City Manager to execute amendment(s) to said agreement to increase the
Scope of Services and the maximum not to exceed amount to $322,800 if the grant period is
extended and funds are available.
DISCUSSION
The California Public Utilities Commission (CPUC) recently made Local Government Strategic
Plan funding available to those cities with an existing Energy Efficiency Partnership with Southern
California Edison (SCE). The grant is to advance the goals found in the CPUC's Long-Term
Energy Efficiency Strategic Plan.
The City was awarded $729,928 for the completion of various tasks. The first task is to contract
with an energy consultant to coordinate the various activities identified in the grant, centered in
energy efficiency. The consultant will serve as an internal resource for energy efficiency and
climate protection program implementation, research funding opportunities, facilitate
multistakeholder dialogue, and provide all data and reporting required by the grant. The
consultant will also oversee a separate technical consultant that will develop a governmental and
community baseline study of greenhouse gas emissions, emissions reduction target, and climate
action plan. Finally, the consultant will survey and coordinate local training for California Green
Building Codes and Leadership in Energy and Environmental Design (LEED) accreditation for
governmental stakeholders.
At the October 18, 2010 Council meeting, staff received authorization to issue a Request for
Proposals. However, the agreement for funding with SCE was not finalized and approved by
Council until June 20, 2011.
25E-1
Agreement for Energy and Sustainability
Consulting Services
September 6, 2011
Page 2
The RFPs were issued on June 29, 2011. Below is a summary of the proposals solicited, and
those received:
21 Request for Proposals mailed
0 Request for Proposals mailed to Santa Ana vendors
4 Proposals received
0 Proposals received from Santa Ana vendors
The ratings and proposed costs for the four proposals received are as follows:
NAME OF RESPONSIVE BIDDER RATING COST
Mariann Lon and Associates 85 $255,000
Krout & Associates 85 $320,545
Zinner Consultants 83 $258,000
First Carbon Solutions 76 $243,000
The proposals and subsequent interviews were conducted by a team from the Public Works,
Finance and Management Services, and Planning and Building Agencies. The consultants were
evaluated according to their experience, past performance, responsiveness and cost. Mariann
Long and Associates received one of the two highest average scores of 85 and staff recommends
that Mariann Long and Associates be retained for these services.
The agreement term coincides with the current SCE grant period which extends through
November 30, 2012 at a not-to-exceed cost of $255,000. However, it is anticipated that SCE will
extend the grant period for an additional year. Should that occur, this agreement will be extended
to coincide with the revised grant ending date at a not-to-exceed cost of $322,800.
FISCAL IMPACT
The Public Utilities Commission has approved a not-to-exceed allocation of $322,800 for these
strategic plan strategies. This money will remain with SCE and costs will be reimbursed to the City
by SCE. Funds will be expended from the Public Works Administration activity for Contract
Services - Professional accounts (accounting unit 10117601-62300).
aul Godinez II
Executive Director
Public Works Agency
APPROVED AS TO FUNDS AND ACCOUNTS:
Francisco Gutierrez
Executive Director
Finance & Management Services Agency
RG/CK
Exhibit 1: Agreement
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CONSULTANT AGREEMENT
THIS AGREEMENT, made and entered into this 6`h day of September, 2011 by and
between Mariann Long and Associates, a sole proprietor (hereinafter "Consultant"), and the City
of Santa Ana, a charter city and municipal corporation organized and existing under the
Constitution and laws of the State of California (hereinafter "City").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
energy efficiency, sustainability and greenhouse gas emission reduction.
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that she is
knowledgeable in her field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall provide energy efficiency and sustainability consulting services
including, but not limited to, 1) coordinate the services of technical consultants to develop a
baseline green house gas inventory and climate action plan; 2) coordinate California Green
Building and LEED Certification training for staff and committee/commission members; and 3)
coordinate and lead the implementation of tasks, including all reporting requirements arising from
the SCE California Energy Efficiency Strategic Plan Implementation Contract between City and
Southern California Edison; as set forth in Exhibit A, attached hereto and incorporated by
reference.
Upon award of this Agreement, Consultant shall prepare a timeline setting forth the tasks
required pursuant to this Agreement, the deliverables associated with each subtask, and the
compensation for the completion of each subtask and the associated deliverable. City may revise
said timeline and deliverable schedule. However, when the parties have agreed to the final
document, any subsequent changes may be made only upon the mutual agreement of the parties.
Said timeline and deliverables shall be attached to this Agreement as Exhibit A-1 and
incorporated by reference.
2. CONTRACT EXCEPTIONS
The City has been approved for grant funds of $322,800 to complete the services outlined
herein. However, funding for this project is subject to the California Public Utilities
Commission's Long-Term Energy Efficiency Strategic Plan funding which currently expires
November 30, 2012. During the initial term, from time of execution of this Agreement through
November 30, 2012, Consultant will oversee 1) the coordination and implementation of the
Baseline Green House Gas Inventory; 2) the preparation and development of a Climate Action
Plan; and 3) the Green Building and LEED training during the term of this Agreement. If the
Exhibit 1
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funding deadline is extended, Consultant shall utilize the entire grant amount of $322,800, to
complete all services required to prepare and begin implementation of the Climate Action Plan, as
set forth in Exhibit B.
3. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services,
the rates and charges identified in Exhibit B, Fee Proposal. The total sum to be expended under
this Agreement shall not exceed $255,000 during the initial term of this Agreement. If Long-
Term Energy Efficiency Strategic Plan funding is extended, Consultant agrees to accept the not to
exceed maximums set forth in Exhibit B, for the completion of the Climate Action Plan. In such
case, the total amount for all services provided pursuant to this Agreement shall not exceed
$322,800.
c. Payment by City shall be made within thirty (30) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment need not be
made for work which fails to meet the standards of performance set forth in the Recitals which
may reasonably be expected by City.
4. WORK PRODUCT
Consultant represents and warrants the Consultant's contribution to the Project,
including works to be produced by Consultant hereunder, will not infringe or
misappropriate the proprietary or personal rights of any third person or party. Consultant
shall deliver to City any work product which results from the services provided. Said
work product shall be submitted in hard copy and produced in a form compatible with
City's information systems, as agreed between the Project Manager and Consultant.
In regard to all material produced as a deliverable under this Agreement,
including but not limited to records, papers, drawings, specifications, programs, systems
and other materials prepared by Consultant, Consultant agrees, for itself and its affected
officers, employees, agents, contractors, and volunteer workers, that (a) other such
material shall be the property of the City, and may not be copyrighted without prior
review from the City, and (b) the authors of all such material, whether copyrighted or not,
award to the City, and to its officers, agents and employees acting within the scope of
their official duties, as a condition of payment to the Consultant, a royalty-free,
nonexclusive, irrevocable license throughout the world for governmental purposes to
disclose, publish, translate, reproduce, and use such materials.
5. TERM
This Agreement shall commence on the date first written above and terminate on
November 30, 2012, unless terminated earlier in accordance with Section 14, below. The term of
this Agreement may be extended upon a writing executed by the Executive Director of the Public
Works Agency and the City Attorney.
6. INDEPENDENT CONTRACTOR
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Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor
shall it be construed to create an employer-employee relationship, a joint venture relationship, or
to allow the City to exercise discretion or control over the professional manner in which
Consultant performs the services which are the subject matter of this Agreement; however, the
services to be provided by Consultant shall be provided in a manner consistent with all applicable
standards and regulations governing such services. Consultant shall pay all salaries and wages,
employer's social security taxes, unemployment insurance and similar taxes relating to employees
and shall be responsible for all applicable withholding taxes.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall
maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described
below:
a. Due to the nature of services provided, Commercial General Liability Insurance will
not be required.
b. Business automobile liability insurance, or equivalent form, with a combined single
limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for
owned, hired and non-owned automobiles.
c. Worker's Compensation Insurance. In accordance with the provisions of Section 3300
of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against
liability for worker's compensation or to undertake self-insurance. Prior to commencing the
performance of the work under this Agreement, Consultant agrees to obtain and maintain any
employer's liability insurance with limits not less than $1,000,000 per accident.
d. If Consultant is a professional, such as architect or engineer, professional liability
(errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per
claim.
e. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
(ii) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved in form by the City Attorney.
(iii) Certificates and policies shall state that the policies shall not be canceled
or reduced in coverage or changed in any other material aspect without
thirty (30) days prior written notice to the City.
f. If Consultant fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to furnish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to forthwith
terminate this Agreement. Such termination shall not effect Consultant's right to be paid for its
time and materials expended prior to notification of termination. Consultant waives the right to
receive compensation and agrees to indemnify the City for any work performed prior to approval
of insurance by the City.
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8. INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the direct
or indirect operations of the Consultant or its contractors, subcontractors, agents, employees, or
other persons acting on their behalf which relates to the services described in section 1 of this
Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution,
judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement.
This indemnity and hold harmless agreement applies to all claims for damages, just
compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered,
by reason of the events referred to in this Section or by reason of the terms of, or effects, arising
from this Agreement.
9. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include
all nonpublic information. Confidential information includes not only written information, but
also information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to
any information that (a) has been disclosed in publicly available sources; (b) is, through no fault
of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the
Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of
law; or (e) is independently developed by the Consultant without reference to information
disclosed by the City.
10. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
11. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this
Agreement shall be in writing and shall be deemed to be properly given if delivered in person or
mailed by first class or certified mail, postage prepaid, or sent by telefacsimile or other
telegraphic communication in the manner provided in this Section, to the following persons:
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702-1988
telefacsimile (714) 647-6956
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With courtesy copies to:
and
Executive Director of Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (714) 647-5069
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (714) 647-6515
To Consultant: Mariann Long and Associates
P.O. Box 15381
Irvine, California 92623-5381
telefacsimile (949) 559-8500
A party may change its address by giving notice in writing to the other party. Thereafter,
any notice, tender, demand, delivery, or other communication shall be addressed and transmitted
to the new address. If sent by mail, communication shall be effective or deemed to have been
given three (3) days after it has been deposited in the United States mail, duly registered or
certified, with postage prepaid, and addressed as set forth above. If sent by telefacsimile,
communication shall be effective or deemed to have been given twenty-four (24) hours after the
time set forth on the transmission report issued by the transmitting facsimile machine, addressed
as set forth above. For purposes of calculating these time frames, weekends, federal, state,
County or City holidays shall be excluded.
12. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written
instrument signed by the City and by an authorized representative of Consultant. The parties
agree that any terms or conditions of any purchase order or other instrument that are inconsistent
with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant nor
the City. Each party to this Agreement acknowledges that no representations, inducements,
promises or agreements, orally or otherwise, have been made by any party, or anyone acting on
behalf of any party, which are not embodied herein.
13. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other consultants retained by City.
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14. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of termination,
subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product completed as of such date, and in such case such work product shall be
the property of the City unless prohibited by law, and Consultant consents to the City's use thereof
for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance
specified in the Recitals of this Agreement.
15. DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital
status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by
applicable law, in the recruitment, selection, training, utilization, promotion, termination or other
employment related activities. Consultant affirms that it is an equal opportunity employer and
shall comply with all applicable federal, state and local laws and regulations.
16. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the
validity, interpretation, performance, and enforcement of any of the clauses of this Agreement
shall be determined and governed by the laws of the State of California. Both parties further
agree that Orange County, California, shall be the venue for any action or proceeding that may be
brought or arise out of, in connection with or by reason of this Agreement.
17. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of her inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
18. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature hereinbelow has the power,
authority and right to bind their respective parties to each of the terms of this Agreement, and shall
indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to
City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and
year first above written.
ATTEST:
MARIA D. HUIZAR
Clerk of the Council
APPROVED AS TO FORM:
JOSEPH STRAKA
Interim City Attorney
CITY OF SANTA ANA
PAUL M. WALTERS
Interim City Manager
MARIANN LONG & ASSOCIATES
APPROVED AS TO CONTENT:
RAUL GODINEZ, II
Executive Director of the Public
Works Agency
MARIANN LONG
Director
Tax ID#
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EXHIBIT A
SCOPE OF SERVICES
ENERGY AND SUSTAINABILITY CONSULTANT
The City of Santa Ana has implemented a number of programs aimed at reducing the City's
carbon footprint, including retrofitting its municipal facilities, purchasing alternative energy
vehicles, offering incentives for the installation of solar energy, and entering into an Energy
Efficiency Partnership with Southern California Edison. Notwithstanding the progress made on
these initiatives, a comprehensive, coordinated strategy is needed to meet legislative mandates
and to position the City to move forward in its climate protection efforts.
The City has received funding from Southern California Edison (SCE) to conduct strategic
planning activities centered on energy efficiency and addressing the strategies that are related to
local government goals found in the California Public Utilities Commission's Long-Term Energy
Efficiency Strategic Plan.
The City does not have the resources internally to coordinate development of a comprehensive
plan. Thus the City is interested in utilizing the services of a consultant, funded by the SCE
grant, to:
• Serve as an internal resource for energy efficiency and climate protection program
implementation; research funding opportunities for program implementation; interface
with a number of individuals on the city's team to develop programs; facilitate multi-
stakeholder dialogue.
• Oversee a separate third-party consultant's development of a governmental and
community baseline study of green house gas emissions, emissions reduction target, and
Climate Action Plan.
• Survey and coordinate local training for California Green Building Codes and LEED
accreditation for governmental stakeholders.
• Provide all reporting and data required by the Grant.
ESSENTIAL CHARACTERISTICS AND REQUIRED EXPERTISE
Provision of consulting services required under this scope of work will require a high level of
expertise. Key outcomes or tasks are included in the scope of work. The City will only consider
an experienced, highly qualified consultant. If your response to this recruitment is through a team
effort, it is critical that your proposal address how the various members of your team will be
united in effort. The work performed by the selected consultant will be coordinated with and
subject to the requirements of the City's energy partnership.
Extensive experience in the areas of climate protection programs (energy conservation, social
equity, environmental and economic) and policies are required. Specifically, the consultant must
have experience developing, implementing, and evaluating environmental and energy efficiency
programs in local government.
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The selected consultant(s) needs to communicate effectively - orally and in writing - with City
Council members, City staff, attorneys, developers, property owners, business owners,
consultants, engineers, contractors, accountants, appraisers, planners, the general public, and
other city, state, county or federal personnel to share information, provide direction, and influence
outcomes.
Knowledge of the following programs are required: energy conservation practices and
environmental regulations related to energy management; renewable energy sources, green
construction methods; long-range strategic planning; project management; energy plan design
and development; various energy-related codes; regulations and laws; utility and energy
programs sponsored by federal, state and regional agencies and departments; related education
and training programs.
The selected consultant will be skilled in the development of plan designs and specifications
related to environmental and energy-management programs and services, overseeing a variety of
studies and interpreting data derived from same, constructing plans and programs from concept to
implementation and establishing reporting systems for tracking accomplishments.
SCOPE OF WORK
1. Serve as an internal resource for energy efficiency and climate protection program
implementation
The consultant will be the energy efficiency expert resource and interface with a variety of
individuals within the City team. Consultant will assist in facilitating multi-stakeholder dialogue
and will assist in prioritizing implementation of CAP measures. Consultant will research various
funding opportunities to ensure the implementation feasibility of the recommended measures
within the CAP and will guide staff in program implementation. Consultant will assist with
coordination of energy efficiency programs.
ILA Oversee preparation and implementation of Baseline Green House Gas Inventory
(to be separately contracted)
The baseline GHG inventory will provide comprehensive and accurate data about the
community's existing carbon footprint, emission sources, and emissions forecast. The
information will assist the City of Santa Ana in identifying which actions will be most effective
for reducing emissions and establish goals for the City's Climate Action Plan. During this task, a
baseline inventory will be developed for (1) emissions associated with local government
operations, and (2) emissions associated with all activities taking place within the community.
o Municipal Operations GHG Inventory
Emissions from municipal operations include carbon dioxide (C02) and other GHG
emissions attributed to fuel use in City-owned vehicle fleets (including police cars and
maintenance vehicles), electricity use, and solid waste management. Emissions associated
with Santa Ana streetlights, traffic signals, and water distribution systems will also appear on
the municipal GHG inventory. The municipal inventory will be developed in accordance with
the most recent version of the Local Government Protocol as established by the California
Air Resources Board.
o Community-wide GHG Inventory
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All GHG emissions occurring within City boundaries will be included in the communitywide
inventory. The community-wide inventory will be developed in accordance with industry
accepted protocols and best-practices.
The baseline study will be performed over a series of months: during the 4`" quarter 2011 and the
1 St quarter 2012. Deliverables will include a Greenhouse Gas Emissions Inventory Report, source
files and backup data.
II.B Oversee preparation and implementation of Municipal Climate Action Plan (to be
separately contracted)
A Climate Action Plan which provides a comprehensive and integrated strategy of energy
efficiency and climate protection will be developed specifically for the City of Santa Ana. The
process will include developing an implementation framework for adoption of a citywide Climate
Action Plan which includes multi-stakeholder involvement and public input.
Analysis and Recommendations for an Emissions Reduction Target
The analysis will present emissions reduction target recommendations for municipal
operations and the community as a whole. The target recommendations will be based on
California's AB 32, the Kyoto Protocol, and the Western Climate Initiative. The proposed
emissions target will also be in alignment with regional goals for reducing transportation-
related emissions, as required by SB 375.
2. Emissions Reduction Measures Evaluation
An analysis that quantifies the impact of various proposed reduction measures will be
conducted to help identify which measures are most suitable for the City of Santa Ana. This
task also requires gaining familiarity with the City of Santa Ana's municipal operations,
ordinances, land use policy, general plan, specific plans, and existing environmental
programs to determine additional opportunities for emission reduction strategies. Measures
considered will include reduction strategies for both internal government operations and
community activities. Evaluation criteria will include, but not be limited to, estimated
emissions reductions, cost, implementation time, and ease of implementation (relative to
other actions).
Implementation and Monitoring Framework
Based on quantitative and qualitative results of the analysis and evaluation, the consultant
shall assist the City of Santa Ana in prioritizing measures and developing an implementation
timeline that will allow the City to meet its long-term emissions targets and work within the
City's budget limitations. Methodology to track, monitor, and measure progress will also be
developed.
The Climate Action Plan will be developed and customized for the City of Santa Ana: during the
2nd quarter 2012 through the third quarter 2012. A finalized Climate Action Plan document is
deliverable at the end of the contract term.
III. Coordinate California Green Building Code and LEED Certification Training
The City of Santa Ana seeks to provide a higher level of internal expertise and to increase the
level of energy efficient design and expertise in the building industry. The consultant will survey
training available in the marketplace and be responsible for coordinating California Green
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Building Code and LEED certification training to city staff, legislative and advisory bodies, and
other governmental stakeholders.
LEED training and accreditation exams will be coordinated through established providers for up
to 100 individuals and California Green Building Code training will be coordinated for up to 50
individuals.
California Green Building Code and LEED training and accreditation coordination services will
be delivered continuously from 4t" quarter 2011 through 3rd quarter 2012.
Provide all reporting and data required by the Grant.
Monthly, quarterly and annual reporting to SCE and for the CPUC will include invoicing,
program tracking, financial information, and supporting documentation. A narrative update will
include a discussion on administrative, marketing and direct implementation activities, an
assessment of program performance, and any program changes. Requirements for these reports
may change per the direction of SCE, the CPUC or the CPUC's Energy Division.
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EXHIBIT B
FEE SCHEDULE
ENERGY AND SUSTAINABILITY CONSULTING RATES
CONSULTANT HOURLY
RATES *
Principal in Charge $155.00
Analyst $ 60.00
II. TASKS - PHASE I
Task 2A: Oversee preparation and implementation of a Municipal Operations and Community-
wide baseline Green House Gas Inventory to be developed by a separately contracted technical
consultant. Deliverables will include:
• Report on Status of contractor to perform the task.
• Coordinate assessment and planning report for conducting the baseline Green House Gas
Inventory including the energy savings analysis for the baseline GHG Inventory.
• Coordinate and disseminate draft report on the results of the GHG Inventory including
the energy savings analysis of the baseline GHG.
• Coordinate and disseminate final report on the results of the GHG Inventory including
the energy savings analysis of the baseline GHG.
• Report on dissemination of the baseline GHG Inventory including the energy savings
analysis of the baseline GHG.
• File monthly status reports as required by City, SCE and/or CPUC.
Task 2B: Oversee preparation and development of Citywide Climate Action Plan to be
developed by a separately contracted technical consultant. Deliverables will include:
• Coordinate and oversee Assessment and Planning Report for the development of a
Citywide Climate Action Plan.
• Coordinate and oversee draft Climate Action Plan pursuant to Council timeframe and
direction between September 2011 and November 2012.
• Coordinate, oversee and report on stakeholder input pursuant to Council timeframe and
direction between September 2011 and November 2012.
• Coordinate and oversee Final Climate Action Plan pursuant to Council timeframe and
direction between September 2011 and November 2012.
• Coordinate and oversee monitoring framework for Climate Action Plan.
• File monthly status reports from September 2011 through November, 2012 as required by
City, SCE and/or CPUC.
Task 3: Coordinate California Green Building Code and LEED Certification Training.
Deliverables will include:
• Coordinate assessment and planning report on California Green Building Code and
LEED Certification Training.
• Develop quarterly training schedule.
• Coordinate, oversee and report on stakeholder input.
• Report on best practices and lessons learned
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• File monthly status reports as required by City, SCE and/or CPUC.
MAXIMUM
TASK
AMOUNT
September 6, 2011 - November 30, 2012
Not-to-exceed budget for Task 2A
of the Agreement with SCE in combination with Exhibit A ** $ 80,000
Not-to-exceed budget for Task 2B1
of the Agreement with SCE in combination with Exhibit A ** $135,000
Not-to-exceed budget for Task 3
of the Agreement with SCE in combination with Exhibit A ** $ 40,000
Total Fee Proposal
$255,000
*Fixed hourly rates are inclusive of all of Consultant's subcontractor costs, over-head costs
(including all taxes and insurance), administrative and general fees, and profit.
**Task budget includes reporting requirements.
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Extension Period Option
Should the contract be extended for the period of December 1, 2012 - November 30, 2013, the
following Tasks would be implemented:
Task 2B2: Oversee completion of any remaining work and coordination of beginning work on
development of Citywide Climate Action Plan. Deliverables will include:
• Coordinate the completion of any remaining work on the Climate Action Plan pursuant to
Council timeframe and direction between December 2012 and November 2013.
• Coordinate the completion of any remaining work on development of a monitoring
framework for Climate Action Plan.
• Determine annual targets for GHG emission reductions that coordinate with the climate
action plan; coordinate and implement procedures to track annual GHG inventory for
public and City use.
• Determine effective media venues to market the climate action plan and Energy
Efficiency Programs and assist in marketing and outreach efforts to increase program
participation to the appropriate audiences.
• File monthly status reports from December 2012 through November 2013 as required by
City, SCE and/or CPUC.
Task 2B3
• Assist staff in determining appropriate energy efficiency programs and projects for city
facilities and the community to decrease energy use and GHG emissions.
• Provide the City with an assessment of programs that should be first implemented based
on a cost/benefit analysis.
• Coordinate stakeholder meetings and obtain input from public, city council, committees
and staff on climate action plan and energy efficiency programs/objectives.
• Coordinate and educate city departments, organizations, businesses, and public that may
be impacted by the recommendations outlined in the climate action plan.
• File monthly status reports as required by City, SCE and/or CPUC, of all ongoing
activities including a list of monthly achievements and outstanding issues.
MAXIMUM
TASK
AMOUNT
Not-to-exceed budget for Task 2132
of the Agreement with SCE in combination with Exhibit A ** $ 20,400
Not-to-exceed budget for Task 2133
of the Agreement with SCE in combination with Exhibit A ** $ 47,400
Total fees for extension period
$ 67,800
*Fixed hourly rates are inclusive of all of Consultant's subcontractor costs, over-head costs
(including all taxes and insurance), administrative and general fees, and profit.
**Task budget includes reporting requirements.
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