HomeMy WebLinkAbout01-07-19 City Commission Packet Materials - C7. MOU with Alliance for Water Efficiency for Net Blue Water Demand Offset ProjectCommission Memorandum
Report To: Honorable Mayor and City Commission
From: Jessica Ahlstrom, Water Conservation Specialist
Shawn Kohtz, City Engineer
Subject: Net Blue Water Demand Offset Project: Policy for Water-Neutral
Community Growth
Meeting Date: January 7, 2019
Agenda Item Type: Consent Item
Recommendation: Authorize the City Manager, or her designee, to Sign a Memorandum of
Agreement with the Alliance for Water Efficiency for the Net Blue Water Demand Offset
Project.
Background: In 2015, the City of Bozeman Water Conservation Division partnered with the
Alliance for Water Efficiency (AWE), a stakeholder-based nonprofit organization dedicated to
the efficient and sustainable use of water, to develop a model water demand offset ordinance
template and methodology workbook for calculating water offsets.1
This ordinance template and
methodology workbook were created as practical tools for communities to use in creating
policies for achieving water-neutral community growth. These policies include methods for
offsetting the projected water demand of new development through implementation of water
efficiency measures to create a neutral or reduced impact on water supplies.
As a continuation of this project, AWE has procured funding to support the City of Bozeman in
undertaking a stakeholder-driven process to develop water demand offset policy
recommendations that are appropriate for Bozeman’s unique set of challenges. These
community-specific recommendations will be developed utilizing the model water offset
ordinance template and methodology workbook. This funding will be used to support legal
consultation, community development consultation and stakeholder group workshops to identify
opportunities and barriers to revising city policy as it pertains to offsetting water demand of new
development. The intent of this project is to work collaboratively with AWE and stakeholders to
develop policy recommendations that can be used to support future policy discussions with the
City Commission. The goal of the future policy discussions is to balance the importance of
1 The model water demand offset ordinance template and calculation methodology workbook are on file with the City’s Water
Conservation Specialist.
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sustaining Bozeman’s water supplies with practical, cost-effective water offset methods for new
developments.
Water demand offset policies for new development may take many forms: mandatory or
incentivized; applied to indoor or outdoor water use; required for all new developments or only
those imposing a water demand above a specific threshold; implemented through offsite or onsite
efficiency measures; in effect throughout the year or only in times of drought; stand-alone
requirements or an alternative to cash-in-lieu fee requirements; applied to various development
types; established to offset the entire water demand of the development or only a portion of the
demand.2
The model ordinance template was developed with the intent for communities to tailor a water
demand offset ordinance to meet their specific needs. This was achieved through stakeholder
group discussions and a review of existing water offset ordinances to ensure the model ordinance
template’s adaptability in communities with diverse socio-economic climates, legal frameworks,
and environmental challenges. The offset methodology workbook provides communities with a
consistent methodology for calculating water offset requirements resulting from various offset
measures.
The Gallatin River basin is closed to new surface water right appropriations, making acquiring
new surface water supplies challenging for the City. This project provides a timely opportunity
for the City of Bozeman to start the conversation about developing practical policies that support
sustainable growth and maximize already-limited water supplies so that Bozeman can continue
to enjoy population and economic growth into the future.
This project supports the water conservation goals set forth in the 2012 Integrated Water
Resources Plan (IWRP) which call for water conservation to generate 10,000 acre-feet of
additional water supply by 2062. This project also supports demand reduction targets set forth in
the 2017 Drought Management Plan which aim to reduce city-wide water use during times of
drought.
Alternatives: As suggested by the Commission.
Fiscal Effects: There will be no costs incurred by the City for this project. Any costs associated
with this project will be incurred by AWE. City staff time will be spent working on this project.
Attachments: Memorandum of Agreement.
2 A review of existing water offset policies adopted by other communities across the country can be found at
http://www.allianceforwaterefficiency.org/net-blue-research.aspx
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MEMORANDUM OF AGREEMENT
Between
CITY OF BOZEMAN
And
ALLIANCE FOR WATER EFFICIENCY
For
NET BLUE WATER DEMAND OFFSET PROJECT
This Memorandum of Agreement (‘Agreement’) made this ___ day of ,
2019, between the CITY OF BOZEMAN, a municipal corporation of the State of Montana
(COB), and ALLIANCE FOR WATER EFFICIENCY (AWE), a non-profit corporation registered
in the State of Illinois, describes the duties, agreements and obligations of the parties in
connection with the undertaking of a stakeholder-driven process to develop city policy
recommendations to offset projected water demand of new development with water
efficiency measures.
Article 1 – Roles and Responsibilities
A) AWE agrees to incur costs for, manage and disburse project funds to legal and
planning consultants as follows: Adam Schempp (Environmental Law Institute),
Allison Mouch (Orion Planning + Design), and Dwight H. Merriam. Refer to Exhibits
A-E for consultant and firm information. Project funds are equal to $35,000.
B) AWE agrees to collaborate with COB and the legal and planning consultants
described above to identify cost-effective and beneficial methods for offsetting future
water demand in the City of Bozeman.
C) AWE agrees to assist COB in developing a water demand offset policy using the Net
Blue Toolkit.
D) AWE agrees to manage project workflow, including arrangement of conference calls
and meetings with COB and other members of the project team.
E) AWE and COB agree to collaboratively gather information, identify opportunities for
advancing water-neutral development, assess the local stakeholder landscape, and
engage stakeholders as appropriate.
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F) COB agrees to provide data and information required to support development of the
Net Blue ordinance, including but not limited to water billing and other relevant data.
All data will be anonymized prior to being provided to AWE.
G) AWE agrees to prepare a report deliverable for COB that summarizes the process
utilized to arrive at water demand offset policy recommendations, and that describes
the benefits, costs, opportunities, and challenges associated with individual measures
evaluated for the City of Bozeman water demand offset policy recommendations.
H) AWE agrees to coordinate with Adam Schempp, J.D. (Environmental Law Institute)
to support COB in the use of the Net Blue Ordinance Worksheet.
I) AWE agrees to coordinate with Allison Mouch, AICP (Orion Planning + Design) to
support COB in the use of the Net Blue Ordinance Worksheet.
J) AWE agrees to coordinate with Dwight Merriam, J.D. to support COB in the use of Net
Blue Ordinance Worksheet.
K) AWE agrees to design and print materials for stakeholder outreach. COB agrees to
provide feedback and guidance in development of project-related materials. AWE
agrees that print materials will not be distributed to stakeholders without COB
consent.
L) COB agrees to provide necessary support and assistance in setting up local in-person
meetings.
Article 2 – Duration of the Agreement
Should conditions arise which, in the sole opinion and discretion of COB, make it advisable
to COB to cease performance under this Agreement, COB may terminate this Agreement by
written notice to AWE (“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 COB may otherwise have
against AWE.
Article 3 – Independent Contractor
A) The parties agree that AWE is an independent contractor for purposes of this
Agreement and is not to be considered an employee of the COB for any purpose.
Neither AWE nor any of its employees, officials, or agents, are subject to the terms
and provisions of the COB’s personnel policies handbook and may not be considered
a COB employee for workers’ compensation or any other purpose. AWE is not
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authorized to represent the COB or otherwise bind the COB in any dealings between
AWE and any third parties.
B) The parties agree that COB is an independent contractor for purposes of this
Agreement and employees of COB are not to be considered employees of AWE for
any purpose. Neither COB nor any of its employees, officials, or agents, are subject
to the terms and provisions of AWE’s personnel policies handbook and may not be
considered an AWE employee for workers’ compensation or any other purpose. COB
is not authorized to represent AWE or otherwise bind AWE in any dealings between
COB and any third parties.
Article 4 – Non-Discrimination
The parties agree that all hiring of persons performing under this Agreement will be on the
basis of merit and qualifications. The parties will have a policy to provide equal
employment opportunity in accordance with all applicable state and federal anti-
discrimination laws, regulations, and contracts. The parties 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. The parties will require these
nondiscrimination terms of contractors providing services under this Agreement.
Article 5 – Liability
Each party hereto agrees to be responsible and assume liability for its own wrongful or
negligent acts or omissions, or those of its officers, agents or employees to the full extent
required by law. The parties further agree that nothing contained herein shall be
construed or interpreted as (1) denying to either party any remedy or defense available to
such party under the laws of the State of Montana; (2) the consent of the State of Montana
or its agents and agencies to be sued; or (3) a waiver of sovereign immunity of the State of
Montana beyond the waiver provided in Title 2, Ch. 9, Montana Codes Annotated.
Article 6 – No Joint Venture
Nothing contained in this Agreement shall be construed to create any partnership or
agency relationship between the parties for any purpose, action, or transaction, including
those related to this Agreement. This Agreement does not create a joint venture or any
other form of separate legal entity.
Article 7 – No Third-Party Beneficiary.
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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.
Article 8 – Representatives. COB and AWE contacts for purposes of this Agreement are:
AWE
Name: Mary Ann Dickinson, President and CEO
Address: 33 N LaSalle St., Suite 2275, Chicago, IL 60602
Phone: 773-360-5100
Email: maryann@a4we.org
COB
Name: Jessica Ahlstrom, Water Conservation Specialist
Address: 20 East Olive, Bozeman, MT 59771
Phone: 406-582-2265
Email: jahlstrom@bozeman.net
Article 9 – Execution
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed by their
authorized representatives, on the day and year first written above.
CITY OF BOZEMAN
ANDREA SURRATT, CITY MANAGER
APPROVED AS TO FORM:
GREG SULLIVAN, CITY ATTORNEY
ALLIANCE FOR WATER EFFICIENCY
MARY ANN DICKINSON, PRESIDENT AND CEO
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Exhibit A: Allison Mouch, AICP
Allison joined Orion Planning + Design in September 2016, bringing to the firm over a
decade of professional planning and design experience in the public, private and non-profit
sectors. Her areas of specialization include comprehensive plans, public engagement and
outreach, code development, project management, mapping and analysis. She is an AICP
certified professional planner and an active member of the American Planning Association
(APA), president of APA’s Western Central Chapter (MT, WY, ND, SD), and currently sits on
the Montana Association of Planners (MAP) Board of Directors as well as the City of Helena
Zoning Commission. She holds a Bachelor’s Degree in architecture from Miami University
(Ohio), and a Masters in Urban and Environmental Planning from the University of Virginia
in Charlottesville.
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Exhibit B: Orion Planning + Design
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Exhibit C: Dwight H. Merriam
Dwight H. Merriam, of Hartford, Connecticut, has practiced law for four decades. He represents
land owners, developers, governments, and individuals in land use matters. Dwight is a
Fellow and Past President and of the American Institute of Certified Planners, a former Director
of the American Planning Association, a former chair of APA’s Planning and Law Division, a
former chair of the American Bar Association’s national Section of State and Local Government
Law; the Connecticut member of Owners’ Counsel of America, a former Fellow of the Royal
Institution of Chartered Surveyors, a Fellow of the American Bar Foundation, a member of the
Rocky Mountain Land Use Institute National Advisory Board, a Fellow of the Connecticut Bar
Foundation, a Counselor of Real Estate, a member of the Anglo-American Real Property
Institute, and a Fellow of the American College of Real Estate Lawyers.
He has taught land use law at the University of Memphis, the University of Bridgeport, Vermont
Law School, the University of Connecticut School of Law, and the Quinnipiac University School
of Law and has published over 200 articles and twelve books.
Dwight has been named to the Connecticut Super Lawyers list in the area of Land Use Law since
2006, named as one to the Top 10 Connecticut Super Lawyers in 2016 and 2017 (ranked
number 2 in the state); was one of the Top 50 Connecticut Super Lawyers in Connecticut 2014;
one of the Top 100 New England Super Lawyers in 2014 and 2016 (Super Lawyers is a registered
trademark of Key Professional Media, Inc.), ranked in Chambers USA: America's Leading
Lawyers for Business in Connecticut in the area of Real Estate, listed in The Best Lawyers in
America® in the areas of Land Use & Zoning Law and Real Estate Law since 1991 and the areas
of Litigation - Land Use & Zoning and Litigation - Real Estate for 2012, and in 2017 in four
areas: Land Use and Zoning Law, Litigation - Land Use and Zoning, Litigation - Real Estate, and
Real Estate Law. He was also listed in The Best Lawyers in America® as Hartford Lawyer of the
Year in the area of Litigation - Land Use & Zoning for 2013 and in the area of Land Use & Zoning
Law for 2012.
He received his B.A (cum laude) from the University of Massachusetts, his Masters of Regional
Planning from the University of North Carolina, and his J.D. from Yale. He is a featured speaker
at many land use seminars, and presents monthly audio land use seminars for the International
Municipal Lawyers Association. Dwight has been cited in the national press from The New
York Times to People magazine and HGTV magazine and has appeared on NBC’s The Today
Show, MSNBC and public television.
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Exhibit D: Adam Schempp, Senior Attorney
Adam Schempp joined Environmental Law Institute as a Staff Attorney in 2007. He leads
the Institute’s work on water allocation and use in the U.S. Much of Mr. Schempp’s research
focuses on water resource management, specifically identifying opportunities to meet
conservation and sustainability objectives through existing laws and potential legal
developments. Mr. Schempp also has worked extensively on other topics, including total
maximum daily loads (TMDLs) and Section 303(d) under the Clean Water Act, marine
spatial planning and ecosystem-based management of marine resources, and routine
program changes under the Coastal Zone Management Act. Prior to joining ELI, Mr.
Schempp clerked in the legal department of the Denver Water Board and for the Native
American Rights Fund.
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Exhibit E: Environmental Law Institute
Since 1969, ELI has played a pivotal role in shaping the fields of environmental law, policy,
and management, domestically and abroad. They are an internationally recognized, non-
partisan research and education center working to strengthen environmental protection by
improving law and governance worldwide. They deliver insightful and impartial analysis to
opinion makers, including government officials, environmental and business leaders,
academics, members of the environmental bar, and journalists. ELI is a clearinghouse and a
town hall, providing common ground for debate on important environmental issues.
(Source: http://www.eli.org/about-environmental-law-institute)
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