HomeMy WebLinkAbout18- Professional Services Agreement - Brendle Group - Climate Vulnerability Assessment and Resiliency Strategy °F Bo
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this .21 0 day of it 2019, by
and between the CITY OF BOZEMAN, MONTANA, a self governing municipal corporation
organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street,
Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter
referred to as "City," and, Brendle Group, 212 W. Mulberry St., Fort Collins, CO 80521, hereinafter
referred to as "Contractor."
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged,the parties hereto agree as follows:
1. Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Exhibit"A"and by this reference made
a part hereof.
2. Term/Effective Date: This Agreement is effective upon the date of its execution and
will terminate on the 31st day of December, 2018 but may be extended if agreed to by both parties,
in writing.
3. Scope of Services: Contractor will perform the work and provide the services in
accordance with the requirements of the Scope of Services. For conflicts between this Agreement and
the Scope of Services, unless specifically provided otherwise,the Agreement governs.
4. Payment: City agrees to pay Contractor per the amount and terms specified in the
Scope of Services. Any alteration or deviation from the described services that involves additional
costs above the Agreement amount will be performed by Contractor after written request by the City,
and will become an additional charge over and above the amount listed in the Scope of Services. The
City must agree in writing upon any additional charges.
5. Contractor's Representations: To induce City to enter into this Agreement,
Contractor makes the following representations:
a. Contractor has familiarized itself with the nature and extent of this Agreement, the I
Professional Services Agreement for Climate Vulnerability Assessment&Resiliency Strategy
FY 2017—FY 2018
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Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
and regulations that in any manner may affect cost,progress or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform said services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party, whether rights of copyright,trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6. Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City's
personnel policies handbook and may not be considered a City employee for workers' compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers' Compensation Act,
Title 39, Chapter 71, MCA, and the Occupational Disease Act of Montana, Title 39, Chapter 71,
MCA. Contractor shall maintain workers' compensation coverage for all members and employees of
Contractor's business, except for those members who are exempted by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers' compensation coverage by an insurer licensed and authorized to provide workers'
compensation insurance in the State of Montana; or (2) proof of exemption from workers'
compensation granted by law for independent contractors.
In the event that, during the term of this Agreement, any labor problems or disputes of any
type arise or materialize which in turn cause any services to cease for any period of time, Contractor
specifically agrees to take immediate steps, at its own expense and without expectation of
reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific
steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that
Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief
to the City so as to permit the services to continue at no additional cost to City.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
Professional Services Agreement for Climate Vulnerability Assessment& Resiliency Strategy
FY 2017—FY 2018
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connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
and costs (including attorney's fees and the costs and fees of expert witness and consultants), losses,
expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or
damages of whatever kind or nature connected therewith and without limit and without regard to the
cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii)
any negligent, reckless, or intentional misconduct of any of the Contractor's agents.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses,including reasonable defense attorney fees,to the extent caused by the negligence or willful
misconduct of the Contractor or Contractor's agents or employees.
Such obligations shall not be construed to negate, abridge,or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the indemnitee(s)
which would otherwise exist as to such indemnitee(s).
Contractor's indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should any indemnitee described herein be required to bring an action against the Contractor
to assert its right to defense or indemnification under this Agreement or under the Contractor's
applicable insurance policies required below the indemnitee shall be entitled to recover reasonable
costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court
of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was
obligated to indemnify the indemnitee for a claim(s) or any portion(s) thereof.
In the event of an action filed against City resulting from the City's performance under this
Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
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FY 2017—FY 2018
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Contractor also waives any and all claims and recourse against the City or its officers, agents
or employees, including the right of contribution for loss or damage to person or property arising
from, growing out of, or in any way connected with or incident to the performance of this Agreement
except"responsibility for his own fraud, for willful injury to the person or property of another, or for
violation of law, whether willful or negligent" as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above,Contractor shall at Contractor's expense secure
insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in subsection (a) of this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City and Contractor
shall furnish to the City an accompanying certificate of insurance and accompanying endorsements
in amounts not less than as follows:
• Workers' Compensation—statutory;
• Employers' Liability - $1,000,000 per occurrence; $1,000,000 annual aggregate;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
• Automobile Liability - $1,000,000 property damagelbodily injury per accident; and
• Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City of Bozeman, its officers,
agents, and employees, shall be endorsed as an additional or named insured on a primary non-
contributory basis on both the Commercial General and Automobile Liability policies. The insurance
and required endorsements must be in a form suitable to City and shall include no less than a sixty
(60) day notice of cancellation or non-renewal. The City must approve all insurance coverage and
endorsements prior to the Contractor commencing work. Contractor shall notify City within two (2)
business days of Contractor's receipt of notice that any required insurance coverage will be terminated
or Contractor's decision to terminate any required insurance coverage for any reason.
Professional Services Agreement for Climate Vulnerability Assessment&Resiliency Strategy
FY 2017—FY 2018
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The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor's Fault:
a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails
to perform any of its obligations under this Agreement, or otherwise breaches any terms or
conditions of this Agreement, the City may, by written notice, terminate this Agreement and
the Contractor's right to proceed with all or any part of the work ("Termination Notice Due
to Contractor's Fault"). The City may then take over the work and complete it, either with its
own resources or by re-letting the contract to any other third party.
b. In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
C. Any termination provided for by this Section 8 shall be in addition to any other
remedies to which the City may be entitled under the law or at equity.
d. In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City's Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement City may terminate
this Agreement by written notice to Contractor ("Notice of Termination for City's
Convenience"). The termination shall be effective in the manner specified in the Notice of
Termination for City's Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City's Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
may be necessary to preserve, protect, and maintain work already completed or immediately
Professional Services Agreement for Climate Vulnerability Assessment&Resiliency Strategy
FY 2017—FY 2018
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in progress.
C. In the event of a termination pursuant to this Section 9, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
Notice of Termination for City's Convenience.
d. The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special,punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
10. Limitation on Contractor's Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor's damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field-office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b. In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11. Representatives:
a. City's Representative: The City's Representative for the purpose of this
Agreement shall be Natalie Meyer(Sustainability Program Manager) or such other individual
as City shall designate in writing. Whenever approval or authorization from or
communication or submission to City is required by this Agreement, such communication or
submission shall be directed to Natalie Meyer as the City's Representative and approvals or
authorizations shall be issued only by such Representative;provided,however,that in exigent
circumstances when City's Representative is not available, Contractor may direct its
communication or submission to other designated City personnel or agents as listed above and
may receive approvals or authorization from such persons.
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FY 2017—FY 2018
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b. Contractor's Representative: The Contractor's Representative for the
purpose of this Agreement shall be Judy Dorsey or such other individual as Contractor shall
designate in writing. Whenever direction to or communication with Contractor is required by
this Agreement, such direction or communication shall be directed to Contractor's
Representative; provided, however, that in exigent circumstances when Contractor's
Representative is not available, City may direct its direction or communication to other
designated Contractor personnel or agents.
12. Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances,rules, and regulations,obtain all necessary permits,licenses, including a City of Bozeman
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers'
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
14. Nondiscrimination: The Contractor agrees that all hiring by Contractor of persons
performing this Agreement shall be on the basis of merit and qualifications. The Contractor will have
a policy to provide equal employment opportunity in accordance with all applicable state and federal
anti-discrimination laws, regulations, and contracts. The Contractor will not refuse employment to a
person, bar a person from employment, or discriminate against a person in compensation or in a term,
condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age,
marital status, national origin, actual or perceived sexual orientation, gender identity, physical or
mental disability, except when the reasonable demands of the position require an age, physical or
mental disability, marital status or sex distinction. The Contractor shall be subject to and comply
with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all
regulations promulgated thereunder. The Contractor shall require these nondiscrimination terms of
its subcontractors providing services under this agreement.
15. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor
shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs,
by any employee or agent engaged in services to the City under this Agreement while on City property
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FY 2017—FY 2018
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or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of
and shall comply with its responsibilities and obligations under the U.S.Department of Transportation
(DOT)regulations governing anti-drug and alcohol misuse prevention plans and related testing. City
shall have the right to request proof of such compliance and Contractor shall be obligated to furnish
such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
instructing his employees and agents in safe work practices.
16. Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
subcontract or assign Contractor's rights, including the right to compensation or duties arising
hereunder,without the prior written consent of City. Any subcontractor or assignee will be bound by
all of the terms and conditions of this Agreement.
17. Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor's compliance with the
requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons
authorized by the City to inspect and copy its books and records for the purpose of verifying that the
reimbursement of monies distributed to Contractor pursuant to this Agreement was used in
compliance with this Agreement and all applicable provisions of federal, state, and local law. The
Contractor shall not issue any statements, releases or information for public dissemination without
prior approval of the City.
18. Non-Waiver: A waiver by either party any default or breach by the other party of any
terms or conditions of this Agreement does not limit the other party's right to enforce such term or
conditions or to pursue any available legal or equitable rights in the event of any subsequent default
or breach.
19. Attorney's Fees and Costs: In the event it becomes necessary for either Party to retain
an attorney to enforce any of the terms or conditions of this Agreement or to give any notice required
herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable attorney's
fees and costs, including fees, salary, and costs of in-house counsel to include City Attorney.
20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
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FY 2017—FY 2018
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21. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties,the parties may invite an independent, disinterested mediator to assist
in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty (30) days from the
date the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
22. Survival: Contractor's indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
23. Headings: The headings used in this Agreement are for convenience only and are not
be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to
which they refer.
24. Severability: If any portion of this Agreement is held to be void or unenforceable,the
balance thereof shall continue in effect.
25. Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
26. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
28. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29. Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained therein or made a part thereof
Professional Services Agreement for Climate Vulnerability Assessment&Resiliency Strategy
FY 2017—FY 2018
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by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
IN WITNESS WHEREOF,the parties hereto have executed this instrument the day and year
first above written.
CITY OF BOZEMAN, MONTANA IrP D
CONTRACTOR (Type Na aAbove)
By By
Andrea Surratt, City Manager j
Print Name: LC
Print Title:
APPROV D AS TO FORM:
By
Greg livan, Bozeman City Attorney
Professional Services Agreement for Climate Vulnerability Assessment&Resiliency Strategy
FY 2017—FY 2018
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Exhibit A. Scope of Services -- Vulnerability assessment & Resiliency:
Strategy
Brendle Group's scope of services is outlined by the five project tasks, payment schedule, and
project schedule below. Completion of these tasks assumes coordination of and reliance on other
resources to complete the project as follows:
• National Institute of Standards and Technology (MIST) Community Resilience Planning
Program, including participation by two fellows for approximately 240 hours on the project
over the next 7 months;
• National League of Cities (NLC) Sustainable Cities Institute funding to complete a
community engagement workshop as well as project input and facilitation support as needed
for the workshop;
• Montana State University (MSU) Extension Community Development—providing local
support and knowledge in applying national tools to local conditions.
• City of Bozeman staff participation in the process steps of the vulnerability assessment and
resiliency planning described in the 5 tasks.
For project management purposes, it is assumed that the City of Bozeman will secure the resources
associated with NIST and NLC through any required MOUs, contracts or grant reporting _
requirements. Brendle Group will secure participation by MSU Extension through a separate
teaming agreement. On behalf of the City of Bozeman Office of Sustainability, Brendle Group will
lead a project management team comprised of City Staff, NIST, NLC, and MSU in the coordination
of all resources in the completion of the project.
In addition to the five tasks shown below, the scope of services includes project management (PM)
processes for monitoring and communicating progress against budget throughout the project, .
ensuring quality delivery within the available resources. This includes a project kick-off meeting
and bi-weekly PM team calls, as needed, to review progress and plan upcoming workflows over the
course of the 7-month project schedule (estimated timeline June through December 2017).
Assumptions:
City staff with dedicated time and resources will support this project throughout its duration.
Additionally, we will collaborate with and integrate city-secured resources from the NLC new
cohort of Leadership in Community Resilience as well as the NIST Community Resilience Planning
Guide and Fellows Program. Two NIST Fellow(s) would be part of the PM team, including project
kick-off and regular project progress meetings, amounting to 240 hours of available project support.
We will coordinate with the Fellow(s) for their on-site trips with our travel schedule, allowing for
more regular on-site presence and project continuity. Our integration with the NIST Fellow(s) will
culminate in the NLC-funded Community Resiliency Summit, covered in Task 5. In addition, our
team includes Paul Lachapelle from MSU Extension Community Development Program. Paul's
role will be to provide a local team presence and ensure our approach is locally relevant and builds
on work to date. The PM team will include City staff(Sustainability Program Manager, Fire Chief,
and GIS Manager), County staff(Emergency Management), NIST Fellows (2), NLC Sustainable
Professional Services Agreement for Climate Vulnerability Assessment&Resiliency Strategy
FY 2017—FY 2018
Page 11 of 15
Cities Institute Program Director, and MSU Extension Community Development Program
Specialist.
Deliverables:
Meeting agendas and notes
Task 1 will build on the February 2018 Future Shocks and City Resiliency workshop to assess and
document local climate impacts as a baseline to inform the Vulnerability Assessment and Resiliency
Strategy. Our team will review available data and resources to better understand the potential
vulnerabilities of municipal operations and potential impacts to delivering municipal services to the
community. Existing resources and data are available from the City of Bozeman's 2017 Community
Greenhouse Gas Emissions Inventory, Municipal Climate Action Plan, and the 2017 Montana
Climate Assessment.
The City also has an Integrated Water Resources Plan with resources regarding snowpack, as well
as a Drought Management Plan based on an analysis of the City's climate and available water
supplies. We will coordinate with City staff to gather other information pertinent to the needs of the
project. Moreover, we will use our own references and materials from recent work assessing local
climate impacts.
Assumptions:
The first point of engagement will provide an opportunity to get the PM team on the same page with
an internal project kickoff meeting. In addition to overall project tasks, roles, and timeline, we'll
cover the baseline conditions for the City and explain general concepts of risk management, climate
adaptation, and the steps of an adaptive management process in alignment with the NIST
Community Resilience Planning Guide and the NLC's Leadership in Community Resilience
resources.
In Task 2 we will conduct a high-level inventory of the City's infrastructure and municipal systems
(i.e., buildings,transportation fleet, energy systems, water and wastewater systems, and
communications systems) to better understand the community's assets, how they are being used,
and how this overall system may be impacted in the future. Our team will work with City staff
members to obtain data pertaining to the City's existing asset management program, software, or
other available documentation of operations and infrastructure.
During this task we'll also create a stakeholder engagement roster that will be maintained
throughout the project and incorporated into the final plan document. The roster will link affected
municipal systems to the departments, staff and local or regional partners that can take action to
address climate vulnerabilities.
Assumptions:
The City will provide the outcomes from its Future Shocks and City Resiliency workshop to further
assist in identifying potential risks to existing municipal systems. The NIST Community Resilience
Planning Guide will be referenced to systematically review and document affected municipal
Professional Services Agreement for Climate Vulnerability Assessment&Resiliency Strategy
FY 2017—FY 2018
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systems. Results will feed directly into the project deliverables and help to inform the upcoming
workshops.
After the baseline condition and potential impacts have been identified as part of Tasks 1 and 2,
Task 3 will focus on conducting a risk and vulnerability assessment for the City, assessing the three
main components of vulnerability—exposure, sensitivity, and adaptive capacityf.
We will work with key City staff to identify priority municipal resources, localities, populations,
and systems for the community, and then populate a matrix of exposure, sensitivity, and adaptive
capacity for each, coming to rank each vulnerability to aid in prioritization of adaptation actions in
Task 4. Complementing the Vulnerability Assessment, the NIST Community Resilience Planning
Guide will be used to further characterize the social functions and built environment relationship
and clusters relevant to the City's infrastructure and municipal systems. We will cross-check this
with the principles and methods of a Climate Adaptation Toolkit developed by Brendle Group to
evaluate, plan, and take action to adapt to a changing climate.
Using the outcomes from Task 3, this task will focus on evaluating gaps, prioritizing the
vulnerabilities identified in terms of High, Medium, or Low vulnerability, and to recommend a
phased approach for adaptation. Through on-site focus groups or a facilitated workshop format, we
will synthesize the results from Task 3 and guide key City staff, local, and regional stakeholders
through the prioritization and action-planning process.
Assumptions:
Prioritization of vulnerabilities and potential action steps (solution identification) to address top
priorities will be identified through on-site focus groups or a facilitated workshop, and serve as
preparation for the Community Resiliency Summit. During this Task, we will leverage our team's
experience and expertise to ensure all potential actions and best practices are considered.
Deliverable:
On-site meeting(s) agenda, materials, delivery, and summary results
f=
Task 5 culminates in hosting the NLC-funded Community Resiliency Summit (tentatively to occur
in late October, early November), followed by organizing the findings from the Summit and all
previous tasks into the City of Bozeman Vulnerability Assessment and Resiliency Strategy
document. This includes working with City staff to produce a streamlined document describing the
vulnerability rankings and easily grasped action steps summarized in a brief, two-page document.
Assumptions:
For the Summit, it is our understanding that Cooper Martin, Program Director for the Sustainable
Cities Institute at NLC, will attend the Summit and assist with Summit facilitation. In addition, the
1 Glick,P.,B.Stein,and N.A.Edelson,Editors.2011.Scanning the Conservation Horizon:A Guide to Climate Change Vulnerability Assessment.National Wildlife
Federation,Washington D.C.
Professional Services Agreement for Climate Vulnerability Assessment& Resiliency Strategy
FY 2017—FY 2018
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NIST Community Resilience Planning Guide team will provide facilitation assistance from one or
more of their Fellows to the City in reviewing the guide, providing additional technical assistance,
and both in-person and remote support. Further, Paul Lachapelle, MSU Extension Community
Development Specialist, will be joining our team to support this Summit leveraging his state-wide
connections and local context.
The project deliverables will be a streamlined Vulnerability Assessment and Resiliency Strategy
document and a 2-page action plan summary with clear roles by City department. These
deliverables will be similar in content and level of detail to the sample materials provided by the
City of Ft. Collins. The deliverable requirements will be confirmed during the project kick-off after
which the outline and relevant content for the deliverables will be developed as we work our way
through Tasks 1-5. The final draft of both the Vulnerability Assessment and Resiliency Strategy
document and the streamlined two-page action summary document will be available for one round
of review by City staff before finalization.
Deliverables:
- Vulnerability Assessment and Resiliency Strategy
- Action Summary
- Workshop agenda, materials, delivery, and summary results
Invoices will be submitted monthly on a percentage of incremental task-level completion during the
invoicing period based on the following task-level budgets. Invoices are due net 30 upon receipt.
Task ,.
8 a
Task 1: Local Climate Impacts w
Task 2: Affected Municipal Systems
Task 3: Vulnerability Assessment
Task 4: Prioritization
Task 5: Strategies and Action Plan i
The budget assumes travel for two team members to make two trips to Bozeman. The first trip
would occur mid project to support meetings and on-site work in Task 3 for the Vulnerability
Assessment, as well as the facilitated prioritization focus group meetings or workshop under Task 4.
The second trip would occur in Task 5 in support of the Community Resiliency Summit.
Professional Services Agreement for Climate Vulnerability Assessment&Resiliency Strategy
FY 2017—FY 2018
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We propose a 7-month project schedule summarized in the table below. Assuming that the project is
under contract by June 1 st, 2018, we will be completed in late Fall 2018.
e.
Vulnerability
Assessment
Community &Resiliency
® ® - Project Prioritization Resiliency Strategy
Kickoff workshop
Summit
Action
Summary
Professional Services Agreement for Climate Vulnerability Assessment&Resiliency Strategy
FY 2017—FY 2018
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