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HomeMy WebLinkAbout4797 Contract Number: 4797 Vendor: CASCADIA CONSULTING GROUP Subject: Consultant - Citywide Energy Plan Department: WWTP File Class: LEG 12-1 Begin Date: 02/23/2009 End Date: 07/31/2009 Review Date: 02/15/2011 Vault Date: O1/O1/2011 Comments : PROFESSIONAL SERVICES AGREEMENT Professional Services to Perform a Citywide Energy Plan The City of Bremerton ("City") and Cascadia Consulting Group ("Consultant"), referred to collectively as the "Parties," enter into the following Agreement for professional services: I. Scope: The Consultant agrees to perform the services more specifically described in the Scope of Work, dated February 4, 2009, including any attachments thereto, attached hereto as Exhibit A, which is incorporated by reference herein. The Scope of Work may be modified only pursuant to Section VII.G. of this Agreement. If the Scope of Work provides for unspecified additional services such services shall only be performed upon the express written request of the City. Consultant further represents that the services furnished under this Agreement will be performed in accordance with generally accepted professional practices in effect at the time such services are performed. II. Term: The City and the Consultant agree that work will begin on the tasks described in Exhibit A immediately upon execution of this Agreement. The parties agree that the work described in Exhibit A is to be completed as provided for in the work schedule in Exhibit A. A Draft Plan shall be submitted by June 10, 2009 and the City will be granted three weeks for comments, with a final Plan submitted by July 15, 2009; provided however, that additional time shall be granted by the City for excusable delays or extra work as provided for in section IX (A) of this agreement. III. Compensation: In consideration of the services provided pursuant to this Agreement, the City shall pay Consultant in an amount not to exceed $23,545. Consultant's charges and bills shall conform to the fee schedule included in Exhibit A and incorporated herein by this reference. The Consultant shall submit regular billing statements detailing work performed and amount charged on each task or portion thereof. The descriptions shall conform to and fall within the categories set out in the Scope of Work and/or Fee Schedule. Upon receipt of a conforming billing statement, the City shall promptly process payment. PROVIDED, HOWEVER, the City reserves the right to prioritize scoped work and accelerate and/or delay work tasks under the time frame set forth in Section II herein. The Consultant's labor rates and billing fees shall be as delineated in Exhibit A. Consultant shall not perform work beyond the Scope of Work, nor shall be compensated for such work, unless the Scope of Work or amount of compensation is modified pursuant to this Agreement. Consultant shall only be compensated for additional services if requested pursuant to Section I and, if not otherwise provided, such compensation shall be in accordance with Exhibit A. If a billing statement does not conform to this Agreement, the City may withhold payment until the statement is brought into compliance. Such withholding does not relieve Consultant of its obligations under this Agreement. BremertonlCascadia Consulting Group Citywide Energy Plan Page I of6 IV. Relationship of Parties: Consultant represents that it is skilled in the matters addressed in the Scope of Work and is performing independent functions and responsibilities within its field of expertise. Consultant and its personnel are independent Consultants and not employees of the City. Consultant and its personnel have no authority to bind the City or to control the City's employees and other Consultants. None of the benefits provided by the City to its employees, including, but not limited to, compensation, insurance, and unemployment insurance are available from the City to the employees, agents, representatives, or sub-Consultants of the Consultant. Consultant will be solely and entirely responsible for its acts and for the acts of Consultant's agents, employees, representatives and sub-Consultants during the performance of this Agreement. The City may, during the term of this Agreement, engage other independent Consultants to perform the same or similar work. As an independent Consultant, Consultant is responsible for its own management. The City's administration and enforcement of this Agreement shall not be deemed an exercise of managerial control over Consultant or its personnel. As an independent Consultant, Consultant is responsible for payment of all taxes and licensing fees necessary to perform its obligations under this Agreement. These taxes and fees include but are not limited to State industrial insurance, Business & Occupation, State professional licensing, and City business licensing. If any taxes or fees due the City have been declared delinquent, the City may withhold the delinquent amount, plus any additional charges arising from the delinquency, from any payments due Consultant. V. Indemnification: Consultant shall defend, indemnify and hold the City, its officers, officials, employees, agents and volunteers harmless from any and all claims, injuries, damages, losses or suits, including all legal costs and attorney fees, arising out of or in connection with the performance of this Agreement, except for that portion of the injuries and damages caused by the City's sole negligence. The City's review or acceptance of any of the work when completed shall not be grounds to avoid any of these covenants of indemnification. Should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Consultant and the City, its officers, officials, employees, agents and volunteers, the Consultant's liability hereunder shall be only to the extent of the Consultant's negligence. IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE CONSULTANT'S WAIVER OF IMMUNITY UNDER INDUSTRIAL INSURANCE, TITLE 51 RCW, SOLELY FOR THE PURPOSES OF THIS INDEMNIFICATION. THE PARTIES FURTHER ACKNOWLEDGE THAT THEY HAVE MUTUALLY NEGOTIATED THIS WAIVER. The provisions of this section shall survive the expiration or termination of this Agreement. BremertonlCascadia Consulting Group Citywide Energy Plan Page 2 of6 VI. Insurance: The Consultant shall procure and maintain for the duration of the Agreement, insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, employees, sub-consultants or sub-Consultants. Before beginning work on the project described in this Agreement, the Consultant shall provide a Certificate of Insurance evidencing: 1. Automobile Liabilitv insurance with limits no less than $1,000,000 combined single limit per accident for bodily injury and property damage; and 2. Commercial General Liabilitv insurance written on an occurrence basis with limits no less than $1,000,000 combined single limit per occurrence and general aggregate for personal injury, bodily injury and property damage. Coverage shall include but not be limited to: blanket contractual; products/completed operations/broad form property damage; explosion, collapse and underground (XCV) if applicable; and employer's liability; and 3. Excess Liabilitv insurance with limits not less than 1,000,000 limit per occurrence and aggregate. 4. Professional Liabilitv insurance with limits no less than $1,000,000 limit per occurrence/claim. Any payment of deductible or self insured retention shall be the sole responsibility of the Consultant. All required policies shall be provided on an "occurrence" basis except professional liability insurance (if required), which may be provided on a "claims-made" basis. The City shall be named as an additional insured on the Commercial General Liability insurance policy, as respects work performed by or on behalf of the Consultant and a copy of an endorsement that is acceptable to the City, which names the City as an additional insured shall be attached to the Certificate of Insurance. The City reserves the right to receive a certified copy of all the required insurance policies and endorsements. The City further reserves the right to reject any unacceptable policies and/or endorsements. The Consultant's Commercial General Liability insurance shall contain a clause stating that coverage shall apply separately to each insured against whom claim is made or suit is brought, except with respects to the limits of the insurer's liability. The Consultant's insurance shall be primary insurance as respects the City and the City shall be given thirty (30) days prior written notice by certified mail, return receipt requested, of any cancellation, suspension or material change in coverage. The City also reserves its unqualified right to require at any time and for any reason, proof of coverage in the form of a duplicate of the insurance policy with all endorsements as evidence of coverage. Bremerton/Cascadia Consulting Group Citywide Energy Plan Page 3 of6 VII. General Conditions: A. Reports and Information: When requested by the City, Consultant shall furnish periodic reports and documents on matters covered by this Agreement. The reports and documents shall be furnished in the time and form requested. Consultant shall maintain accounting records in accordance with Generally Accepted Accounting Principles (GAAP) to substantiate all billed amounts. B. Ownership and Use of Records and Documents: Original documents, drawings, designs and reports, including those in electronic format, developed under this Agreement are the property of the City. All written information submitted by the City to the Consultant in connection with the services performed by the Consultant under this Agreement will be safeguarded by the Consultant to at least the same extent as the Consultant safeguards like information relating to its own business. If such information is publicly available or is already in Consultant's possession or known to it, or is rightfully obtained by the Consultant from third parties, Consultant shall bear no responsibility for its disclosure, inadvertent or otherwise. All data, documents and files created by Consultant under this Agreement may be stored at Consultant's office in Seattle, Washington. Consultant shall make such data, documents, and files available to the City upon its request at all reasonable times for the purpose of editing, modifying and updating as necessary until such time as the City is capable of storing such information in the City's offices. Duplicate copies of this information shall be provided to the City upon its request, and at reasonable cost. All documents, including all reports, drawings, specifications, computer software or other items prepared or furnished by Consultant pursuant to this Agreement, are instruments of service with respect to the project and are the property of the City. Any reuse by the City for other than the specific purpose intended will be at City's sole risk. c. Work Performed at Consultant's Risk: Consultant shall take all precautions necessary and shall be responsible for the safety of its employees, agents, and sub-consultants in the performance of the work hereunder and shall utilize all protection necessary for that purpose. All work shall be done at Consultant's own risk, and Consultant shall be responsible for any loss of or damage to materials, tools, or other articles used or held for use in connection with the work. D. Place of Work: The Consultant shall perform the work authorized under this Agreement at its offices in Seattle, Washington. Meetings with the City staff as described in Exhibit A, Scope of Work, shall take place at the City's offices, or at locations mutually agreed upon by the parties. E. Entire Agreement: This Agreement and its Exhibits constitutes the entire agreement between the Parties, and the Parties acknowledge that there are no other agreements, written or oral, that have not been set forth in the text of this Agreement. Bremerton/Cascadia Consulting Group Citywide Energy Plan Page 4 of6 F. Severability: Should any part of this Agreement be found void, the balance of the Agreement shall remain in full force and effect. G. Modification: This Agreement may only be modified by written instrument signed by both Parties. H. Written Notices: All communications regarding this Agreement shall be sent to the parties at the addresses listed below by registered or 1 st class mail, or by personal service, and shall be deemed sufficiently given if sent to the addressee at the address stated in this Agreement or such other address as may be hereafter specified in writing. City Address Pat Coxon WW Manager 1600 Oyster Bay Ave S Bremerton, W A 98312 Consultant Address Amity Lumper Project Manager 1109 First Ave, Suite 400 Seattle, W A 98101 1. Waiver: Failure to enforce any provision of this Agreement shall not be deemed a waiver of that provision. Waiver of any right or power arising out of this Agreement shall not be deemed waiver of any other right or power. J. Non-Waiver of Breach: The failure of the City to insist upon strict performance of any of the covenants and agreements contained herein, or to exercise any option herein conferred in one or more instances shall not be construed to be a waiver or relinquishment of said covenants, agreements or options, and the same shall be and remain in full force and effect. K. Compliance with Laws: Consultant shall comply with all applicable Federal, State, and local laws in performing its obligations under this Agreement. L. Choice of Law and Venue: This Agreement shall be interpreted according to the laws of the State of Washington. Any judicial action to resolve disputes arising out of this Agreement shall be brought in Kitsap County Superior Court. M. Attorneys' Fees: In the event of litigation to enforce any of the terms or provisions herein, each party shall pay all its own costs and attorney's fees. N. Assignment: Any assignment of this agreement by the Contractor without the written consent of the City shall be void. VIII. Nondiscrimination: Consultant shall not discriminate in emploYment or services to the public on the basis of race, color, national origin, sex, religion, age, marital status, disability, or sexual orientation except for emploYment actions based on bona fide occupational qualification. IX. Termination: This Agreement shall remain in force until completion and acceptance of the services, terminated by written instrument upon mutual consent, or by the City of Bremerton for convenience. This Agreement may be immediately terminated for cause by a Party if the Bremerton/Cascadia Consulting Group Citywide Energy Plan Page 5 of6 other Party substantially fails to perform through no fault of the terminating Party, and the non- performing Party does not commence correction of the failure of performance within thirty (30) days of the terminating Party's sending notice to the non-performing Party. Any Notice by Consultant shall include a report showing the status of all items listed in the Scope of Work current through the termination date. If the City receives reimbursement by any federal, state, or other source for work described in Section I herein, and that funding is withdrawn, reduced or limited in any way, or the project is cancelled or substantially reduced after the execution date of this Agreement and prior to the completion of the work, the City may summarily terminate this Agreement. A. Excusable Delays: The right of Consultant to proceed shall not be terminated nor shall Consultant be charged with liquidated damages for any delays in the completion of the work due to: 1) any acts of the federal government in controlling, restricting, or requisitioning materials, equipment, tools, or labor by reason of war, national defense, or other national emergency; 2) any acts of the City, its consultants, or other public agencies causing such delay; and 3) causes not reasonably foreseeable by the parties at the time of the execution of the Agreement that are beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God, fires, floods, strikes, or weather of unusual severity. PROVIDED, HOWEVER, that the Consultant must promptly notify the City within ten (10) calendar days in writing of the cause of the delay. If, on the basis of the facts and the terms of this Agreement, the delay is properly excusable, the City shall, in writing, extend the time for completing the work for a period of time commensurate with the period of excusable delay. B. Rights Upon Termination: In the event of termination, the City shall pay for all services performed by the Consultant to the effective date of termination, as described on a final invoice submitted to the City. After termination, the City may take possession of all records and data within the Consultant's possession pertaining to this project which may be used by the City without restriction. Any such use not related to the project which Consultant was contracted to perform shall be without liability or legal exposure to the Consultant. CONSULTANT f1- 1>. ?MvJ1 ~ By: ~ Its: r/c;~:. Q#A- Date: 1-lL J / D f tOf"# Attest: /~ J;;x1@p1D d~e7f~ -- - R:\LEGAL\Contracts\FORMS\Professional Services Agreement Form (2003).doc Bremerton/Cascadia Consulting Group Citywide Energy Plan Page 6 of6 ...- . Submitted by ':H-~' ~iM'<"'- ",.,~'F#,l", ,< f #1" :f"-tiIf. ',"""",''''#A~il""..<It'''' ,-' ),t,~ ~ ,\dC"l.f!IIf.... _"H"~'C""~*" ,_~., iwiE_--_-.....~-" " ~IC .... ,.., tin ~1SCADIA :.-...,.. CONSULTING GROUP .. .q' _~"'H'_" Cascadia Consulting Group 1109 First Avenue, Suite 400 Seattle, WA 98101 t: (206) 449-1111 f: (206) 343-9819 e: amity@cascadiaconsulting.com www.cascadiaconsultina.com _ _.-.J --:--., Bremerton Citywide Energy Plan o~_\ Proposal STATEMENT OF UNDERSTANDING As a member of the U.S. Mayors Climate Protection Agreement, the Mayor of the City of Bremerton has committed to addressing and ultimately reducing its climate impacts along with the more than 900 member cities across the U.S. Although Bremerton has already taken steps to reduce its footprint, the remaining challenges to meeting the Climate Protection Agreement goals merit serious attention. Bremerton is anticipating a 25% increase from its 2000 population by 2023. In addition to the impacts that can come with growth, the City is also faced with prioritizing and funding climate reduction strategies at a time when economic uncertainties have taken center stage. An important first step in reducing Bremerton's climate impacts is establishing a baseline for those activities that directly influence the City's footprint. Energy use and transportation are the two most significant climate impacts for any city. To that end, Bremerton wishes to develop a Citywide Energy Plan that - develops an inventory of the City's energy and fuel consumption and costs - identifies key opportunities for efficiency and cleaner energy sources for meeting future demand - measures the financial and climate impacts associated with current and potential sources of energy and fuel With more than 15 years experience assessing and reducing local governments' environmental impacts, Cascadia Consulting Group is well suited to partner with the City of Bremerton to create a Citywide Energy Plan that is informative and actionable. This proposal presents our suggested approach, project team, qualifications and related experience, and a proposed budget to create a Bremerton Citywide Energy Plan. SUGGESTED ApPROACH This section presents our approach to develop a Bremerton Citywide Energy Plan, including an inventory of energy and fuel use, costs, climate impacts, and key opportunities for reduction. PHASE 1: INVENTORY & KEY OPPORTUNITIES Task 1. Define Project Scope The project will begin with a kick-off meeting with the project manager and other relevant city staff to solidify the project scope, timeline and budget, and determine key City personnel to be involved in the project. The end product of this task will be a final work plan providing clear direction about Cascadia versus City responsibilities, a timeline and scope, and administrative and communications protocol that best meet the City's needs. i ~ ~l""", Task 2. Collect Data The goal of this task is to collect all relevant data for the Energy Plan, including but not limited to the following. - Energy and fuel consumption data - kWh, Therms, and gallons of different types of fuel consumed (gasoline, diesel, biodiesel, etc.) - Energy and fuel costs This data will ultimately be used to plot City expense and consumption patterns similar to the graph to the left for the City of Tulsa, OK. All E_ Spond Trend City of Tulsa Oat:)$OI",,'~A~,I~) 14.000.:000 10,(0),000 . U,t-..a ~ ../' r..<"l...."f -~-_._-_....---- 121lOO.000 8.000.000 j G,OOO,OOO U___lllI $'.11'2.7"" Il.ouo,oon ~.WO,{J(J) o rv= fY;JOO3 FY?OO' I'V~ I'V :>oM I(~SCADIA February 2009 COtlllULTlMG ~aoup -~., Bremerton Citywide Energy Plan ,._1 Proposal Cascadia will work closely with key City personnel and energy utilities to obtain this information. It will be important to gather recent energy data to capture seasonal variations. In addition, Cascadia will work with City staff to segregate energy use by department or business activity to the extent possible. The end product of this task will be a set of charts and graphs depicting City energy use and costs over time, by department or activity, and greenhouse gas emissions resulting from Bremerton's energy consumption, by source. Task 3. Identify Key Opportunities & Impacts The next step is to determine low to no cost opportunities to reduce the City's energy use in the near term. To accomplish this, Cascadia will begin by meeting with representatives from Public Works and other select departments to better understand the opportunities already being discussed or implemented. Next, Cascadia will conduct site visits at up to three City facilities to identify additional low to no cost opportunities for energy savings. Cascadia will also partner with Puget Sound Energy to expand audits to cover additional facilities as PSE resources allow. We will perform a "rough order of magnitude" analysis of up to five of the top opportunities identified through the brainstorming session and site visits and expected to have the least cost and greatest return. The analysis will address costs, savings, ROI, energy and greenhouse gas savings for each of the five measures. The end product of this task will include the results of this analysis and a full list of all opportunities identified including affected departments and facilities. Task 4. Create Plan The last task of this project will bring together the results of the energy inventory and energy saving opportunities analysis into a plan. This document will include a brief overview of the project, a summary of the methodology, simple graphs and charts summarizing key results from the inventory and opportunities analysis, and an acknowledgement of the City staff that participated. The report will be suitable for public distribution. Appendices will follow the main body of the plan and include more detailed results and methodology. ~~SCADIA 2 February 2009 <OIlUUt.T1HG GIOU. :- - a} Bremerton Citywide Energy Plan ->i.,-'l Draft Proposal PROPOSED BUDGET The table below summarizes Cascadia's anticipated labor costs and expenses for assisting the City of Bremerton in developing a Citywide Energy Plan. This Plan is intended to comply with the Mayor's commitment to the U.S. Mayor's Climate Protection Agreement, inventory current energy use and costs, and identify low to no cost opportunities to reduce the City's energy use. The budgeted expenses are for ferry travel to and from meetings in Bremerton. ~ide Energy Plan ~~ ~ Clean Air Conse rvation Budget Summary Cascadia Consulting Group. Inc. Northwest Catalysts Total Project Marc Amity Michelle Chri stine Shannon Jack Don Total Total Oaudon Lumper Caulfield Grant Donegan Collins Rainey Labor Expenses --- -- - _.~ ------ ---~~--~---------------------- -- __n ------------- ~ ______________~[_1~:.0_~~ 0.00~_~20.00 __ ~~~----.2~~~[~~:~___.=JC:=JC__l=_=______ 1. Define Project Scope 5 6 5 8 0 6 0 $3,200 $60 $3,260 1.1 Prepare for kick-off meeting 1 1 1 2 0 1 0 620 0 620 1.2 Facilnate kick-off meeting 4 4 4 4 0 4 0 2,260 60 2,320 1.3 Summarize outcomes of kick-off meeting 0 1 0 2 0 1 0 320 0 320 2. Collect Data 2 7 6 0 40 12 0 $5,250 $0 $5,250 2.1 Collect data 0 2 2 0 12 8 0 1,920 0 1,920 2.2 Compile & analyze data 0 3 2 0 16 2 0 1,650 0 1,650 2.3 Create charts & graphs 2 2 2 0 12 2 0 1,680 0 1,680 3. Identify Key Opportunities & Impacts 10 17 11 24 10 4 20 $9,760 $60 $9,820 3.1 Best practices research a nd review 0 1 1 8 2 0 0 780 0 780 3.2 FacilMte strategy meeting 6 2 8 8 0 4 0 3,100 60 3,160 3.3 Conduct facility audits 0 12 0 0 0 0 12 2,820 0 2,820 3.4 Analyze environmental & cost impacts 4 2 2 8 8 0 8 3,060 0 3,060 4. Create Plan 4 5 5 20 24 4 4 $5,190 $25 $5,215 4.1 Draft plan 0 2 2 12 16 2 2 2,450 0 2,450 4.2 Review draft plan 2 1 1 0 0 0 0 590 0 590 4.3 Finalize plan 2 2 2 8 8 2 2 2,150 25 2,175 TOTAL HOURS 21 35 27 52 74 26 24 259 TOTAL COST $3,780 $3,850 $3,240 $ 2,86 0 $4,070 $2,600 $3,000 $23,400 $145 $23,545 IC~SCADIA 3 February 2009 COtUULTIMt ClOu. -~;-., Bremerton Citywide Energy Plan ,-,,~.,,\ Draft Proposal PROJECT TIMELlNE The following schematic outlines a timeline to complete Bremerton's Citywide Energy Plan by summer 2009. Feb.09 Apr.09 May.09 Jun.09 1_____ _~~=_==__====~~=_==_~_=~~_=-_~- --~~; Jul.09 Mar.09 OVERALL PROJECT TIMELlNE 1. Define Project Scope 2. Collect Data 3. Identify Key Opportunities & Impacts 4. Create Plan PROJECT TEAM This section describes our qualifications for performing work on a Bremerton Citywide Energy Plan. MARC DAUDON, PRINCIPAL IN-CHARGE As principal and co-founder of Cascadia, Marc directs Cascadia's Climate Change and Sustainability practice areas. With over 25 years of experience, he has expertise in the fields of resource conservation, climate change, sustainability, policy formulation, strategic planning, program design, and evaluation. He has facilitated the planning and development of major environmental policy initiatives in the United States and abroad, including a sustainability action plan for Washington State, a 20-year biodiversity plan for Washington State, comprehensive waste management policies for the states of Washington and Colorado, and national energy plans for Sudan and Pakistan. Marc holds an MA in Public and Private Management from Yale University. "I think very highly of the Cascadia team and it is very gratifying to work with a company that consistently delivers quality seNices. " - Karen May, King County Solid Waste Division AMITY LUMPER, PROJECT MANAGER Amity provides strategic guidance and solutions for business and institutional clients to eliminate wasted resources at their firms. The University of Washington, Starbucks Coffee Company, Seattle Mariners, LAX Airport, Kimpton Hotels, and The Home Depot represent the diversity of businesses she has provided environmental assistance to in her more than eight years at Cascadia. Amity has also orchestrated a number of projects for West Coast municipalities, from waste research studies to industry and comparative research for solid waste management and natural yard care planning. She is currently working with the California Integrated Waste Management Board on a cutting edge project aimed at reducing GHG emissions through statewide commercial recycling efforts. Amity has served for four years on the Washington State Recycling Association Board of Directors. Amity holds a BA in chemistry and economics from Seattle Pacific University (2000) and a Masters in Sustainability and Leadership from the Blekinge Technical Institute in Karlskrona, Sweden (2005). MICHELLE CAULFIELD, SENIOR ASSOCIATE Michelle brings over 10 years experience managing and implementing sustainable solutions for state and local governments. Michelle conducts research and analysis, develops performance measures, and provides strategic guidance related to climate change, parks and open space, and sustainable development. She has led the implementation of key elements of Washington Department of Ecology's Beyond Waste Plan, a sustainability strategy for Pierce County, WA, and climate change policy initiatives for the City of Seattle and Bothell, WA. Michelle holds a Master's degree in City Planning from the Massachusetts Institute of Technology, and a BS in History and Environmental Studies from the University of Wisconsin-Madison. IC~SCADIA 4 C:OHIULTI..C; .caou. February 2009 ., Bremerton Citywide Energy Plan A."l Draft Proposal CHRISTINE GRANT, PROJECT ASSISTANT Christine provides research and analytical support to conservation finance and policy projects at Cascadia. She recently analyzed the efficiency potential, economic benefit, and stakeholder impacts of policy options for improving the energy efficiency of existing building stock for the City of Seattle. Christine's research and analysis has supported a financing strategy for the Puget Sound Partnership, a review of alternative waste management technologies for the State of Massachusetts, a report to the Washington Legislature on small water systems. Previously, as an analyst for an asset management firm, Christine researched and analyzed the GHG policies and mitigation activities of core companies in the S&P 500. She has taught in Thailand as a Princeton-in-Asia fellow and worked for U.S. Congresswoman Jennifer Dunn. Christine has a BA in environmental policy and economics from Wellesley College. SHANNON DONEGAN, PROJECT ANALYST Shannon just finished customizing Cascadia's carbon calculator for specific industries and communities in Washington. Using this tool, she has worked with businesses to measure and document carbon emissions and identify priority actions for improvement. Shannon is also developing a model of the City of Los Angeles' waste that allows City planners to project the impacts of waste related policies and programs and the types of processing facilities and technologies that will be required to accommodate additional materials recycling. She has also provided research and financial modeling to assist in the design of a "Fee-in-Lieu" program to provide compensatory mitigation to regional Puget Sound developers. Shannon has a BA in economics from Middlebury College. JACK COLLINS, STRATEGIC PARTNER Jack serves as Executive Director of the non-profit Clean Air Northwest and previously served as Executive Director of the non- profit Northwest Small Cities Services from1987 until 2004. He was a Seattle Deputy Mayor for five years during the Royer administration and previously the City Manager of Ontario, Oregon and City Administrator of Carmel-by-the-Sea, California. Jack also served a term on the elected Alumni Council of Swarthmore College. He is currently a Mayoral appointment on the Seattle Arboretum and Botanical Garden Committee, which oversees the Washington Park Arboretum. Jack has a MA in Governmental Administration from the University of Pennsylvania (Wharton School) and a BA in Political Science from Swarthmore College. RELEVANT PROJECT EXPERIENCE This section describes Cascadia's projects experience relating to a Bremerton Citywide Energy Plan. ENERGY EFFICIENCY FOR EXISTING BUILDINGS, SEATTLE CITY COUNCIL (WA), 2008 Seattle has set ambitious goals for GHG reduction and becoming "America's Green Building Capital." While the City has focused on advancing energy performance for new construction, existing buildings represent a large reserve of untapped potential. Cascadia worked with the City's "Green Building Task Force" to identify and analyze policy options for promoting energy efficiency practices throughout the City. Project work included researching and developing a menu of creative policy actions and attractive fiscal incentives that can be implemented within the framework of existing utility conservation programs. Research topics included: ease of implementation; economic impact; efficiency potential; stakeholder impacts; and education and outreach requirements. SUSTAINABLE DEVELOPMENT STRATEGY, MOUNTLAKE TERRACE (WA), 2008 Cascadia developed a sustainable development strategy for the City of Mountlake Terrace that will help the City achieve healthy economic development, energy conservation and GHG reduction, green building, tree retention/planting, transportation alternatives, environmental quality, and community livability. The strategy is intended to function as an example that the state Department of Community, Trade and Economic Development can use to encourage other cities and counties to promote sustainability. The strategy emphasized the development of non-regulatory tools, performance measures, tracking systems, and practical, cohesive action plans. IC~SCADIA 5 February 2009 COtlllUtTtfllG GI.OUP -11 Bremerton Citywide Energy Plan A _ ~ Draft Proposal "Thanks so much for Cascadia's support, drive, consistency to getting the job done and done right, attention to detai/. Professionalism, energy, moxy, personality, sense of humor, and all you have done for our team, too! It is great pioneering together, and look forward to more and more of our evolution together in the New Year." - Susan Thoman, Marketing Director, Cedar Grove Compost CLIMATE CHANGE AND SUSTAINABILlTY STRATEGY, CITY OF BOTH Ell (WA),2008 Cascadia worked with key Bothell staff to create a strategy for the City to meet their carbon reduction and energy independence goals. Work included assessing current practices aimed at reducing emissions, providing assistance in measuring the Bothell GHG inventory using the ICLEI GHG inventory tool, identifying opportunities to tackle sustainability and carbon reduction goals, and quantifying carbon and cost savings from several key recommended actions. As a result of Cascadia's assistance, the Bothell City Manager, City Council and Green Team are able to prioritize actions to meet their targets and share their successes with the public. CLIMATE POLICY INITIATIVES, SEATTLE CITY COUNCil (WA), 2008 Cascadia was charged with assembling a legislative agenda to guide the Seattle City Council in addressing climate change. Building on Seattle's existing Climate Action Plan, Cascadia researched and identified legislative initiatives and bold new approaches to help the City meet its ambitious goal of reducing emissions 2% per year, for an overall reduction of 80% by 2050. The project's goals also included the development of fresh legislative policies for adapting to the anticipated effects of climate change. Cascadia led a team of experts to meet these goals including Climate Solutions, Sightline Institute, and ICLEI. SUSTAINABILlTY STRATEGY, PIERCE COUNTY (WA), 2008 Cascadia assisted Pierce County in developing a strategy to strengthen and expand sustainability initiatives balancing stewardship of the region's natural habitat with the demands of growth and economic vitality. Through assessment, action, evaluation, and communication, Cascadia worked to design a sustainability strategy that enhances and unifies existing initiatives for stronger visibility and impact. The resulting plan will be used to help advance the County's commitment to reduce greenhouse gas emissions and promote public awareness about climate change. Additionally, it will support the County's commitment to conserve working farms and forests while allowing urban communities to flourish and prosper. IC~SCADIA CONSULTU'G GIO'" 6 February 2009