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HomeMy WebLinkAbout19- Professional Services Agreement - Brendle Group - Climate Action and Resiliency Plan PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this 24th day of June, 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 West 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 31 st day ofAugust 2020. 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 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, Professional Services Agreement for Climate Action & Resiliency Plan FY 2019—FY 2021 Paae l of 10 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- States/Labor Relations: The parties agree that Contractor is an independent contractor for purposes ofthis 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. Contractor shall post a legible statement of all wages and Fringe benefits to be paid to the Contractor's employees and the frequency of such payments (i.e., hourly wage employees shall be paid weekly). Such posting shall be made in a prominent and accessible location at the Contractor's normal place of business and shall be made no later than the first day of services provided under this Agreement. Such posting shall be removed only upon expiration or termination of this Agreement. In performing the services under this Agreement, Contractor shall give preference to the employment of bona fide residents of Montana, as required by §18-2-403, MCA, and as such,term is defined by §18-2-401(1), MCA. When making assignments of work, Contractor shall use workers both skilled in their trade and specialized in their field of work for all work to which they are assigned. The Contractor shall ensure that any person, firth or entity performing any portion of the services under this Agreement for which the contractor, subcontractor or employer is responsible, is paid the applicable standard prevailing rate of wages. 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 Professional Services Agreement for Climate Action & Resiliency Plan FY 2019—FY 2021 Page 2 of 10 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 indcmnify, 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 connection with any labor problems or disputes or any delays or stoppages of work associated with such problems or disputes and for any claims regarding underpaid prevailing wages. 7. Indernnily/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 Professional Services Agreement for Climate Action&Resiliency Plan FY 2019—FY 2021 Page 3 of 10 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, 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; m 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-$1,000000 property damage/bodily injury per accident;and s 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 Professional Services Agreement for Climate Action &Resiliency Plan FY 2019—FY 2021 Page 4 of 10 will be terminated or Contractor's decision to terminate any required insurance coverage for any reason. The City must approve all insurance coverage and endorsements prior to the Contractor conimencina 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 an), 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 ol'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 0 '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, Professional Services Agreement for Climate Action &Resiliency Plan FY 2019—FY 2021 Page 5 of 10 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 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 Asseij n 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 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. Professional Services Agreement for Climate Action & Resiliency Plan FY 2019-FY 2021 Page 6 of 10 b. Contractor's Representative: The Contractor's Representative for the Purpose of this Agreement shall be Shelby Sommer 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, I-Liles, and regulations, obtain all necessary permits, licenses, including a City of Bozeman business license, and inspections fi-om 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 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 Professional Services Agreement for Climate Action &r Resiliency Plan FY 2019—FY 2021 Page 7 of 10 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. 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 Professional Services Agreement for Climate Action & Resiliency Plan FY 2019—FY 2021 Page 8 of 10 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 tile,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 Of- 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 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. 30. Extensions: this Agreement may, upon mutual agreement, be extended for a period of one year by written agreement of the Parties. In no case, however, may this Agreement run longer than two years. **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** Professional Services Agreement for Climate Action & Resiliency Plan FY 2019—FY 2021 Page 9 of 10 IN WITNESS WHEREOF,the parties hereto have executed this instrument the day and year first above written. CITY OF BOZEMAN, MONTANA Brendle Group CONT T R (Ty e N Above) By By _ ) Andrea Surratt, City 'Tanager �� Print Name: V%-4 k „ram Print Title:G�..:� APPROVED AS TO FORM: Greg Stilli rm,Bozeman City Attorney Professional Services Agreement for Climate Action &Resiliency Plan FY 2019—FY 2021 Page 10 of 10 r #.., 11 a� ;— TASK 1. PROJECT COMMUNICATIONS,a, ENGAGEMENT STRATEGY & PLAN !N T EGRA T!ON The first task encompasses a series of subtasks designed to initiate the project and build a strong foundation of goals-and expectations to keep the team on track throughout the plan development. I.I. KICKOFF MEETING The success of this project relies on skilled project management and open communication between City staff and the consulting team. To establish a solid working relationship from the beginning, we propose a 1-hour videoconference kick-off meeting with the consulting team and the City's project management team to align on the scope of work, refine the project schedule, identify critical stakeholders, and confirm project management and communication protocols. For file sharing and digital collaboration, we will leverage the SharePoint site hosted by the City of Bozeman. 1.2. ONGOING PROJECT MANAGEMENT After the kickoff meeting, our ongoing project management approach includes weekly review of project and task spending and internal team meetings to coordinate work flows and advance project milestones and deliverables. We will submit invoices monthly to the project manager. In addition to internal coordination and monthly progress reporting, we propose 1-hour monthly web meetings with the City's project management team to maintain open communication about the project scope, schedule, and budget, and to coordinate on interim deliverables and other engagement and planning activities. 1.3. STAKEHOLDER ENGAGEMENT STRATEGY & SUPPORT Also following the kickoff meeting, we will work with the City's project management team to develop a stakeholder engagement strategy that identifies the stakeholder groups that will be involved in the planning process, details engagement objectives and approaches, describes communications and marketing techniques, and outlines roles and responsibilities of the consulting team and the City's project management team for all stakeholder engagement activities. We will review and update the Stakeholder Engagement Strategy on a quarterly basis to ensure that it remains fresh and aligned with other community activities and opportunities. Our proposed approach to stakeholder engagement includes interfacing with the following groups: 1. Community Members — this is a diverse assortment of individuals, families, students, employees, employers, and more that make up the Bozeman community. Our approach includes attendance at up to two community meetings to provide information about the plan and to solicit feedback to shape the plan's development. 2. Climate Team —a core group of City department representatives, regional partners, and other community advisors will guide the project. This group will meet periodically during the process both in-person and/or via web meeting to review draft work products, share ideas for consideration, and provide data and technical expertise to inform the solutions development and evaluation. City of Bozeman, MT Climate Action & Resiliency Plan Proposal �� Page I 1 3. City Commission — as the overall decision-making body, we recognize the importance of building support and interest for the plan in the City Commission. Our approach includes two in-person check-in points with the City Commission before the plan is adopted. A critical part of the stakeholder engagement process will be identifying and engaging under- represented populations and groups, to improve equity and diversity of voices included in the solution exploration. Note that in addition to the specific stakeholder engagement meetings and subtasks identified on the following pages, we can also provide coaching and support for other City-led stakeholder engagement activities, to be further detailed and developed in the Stakeholder Engagement Strategy and/or discussed at monthly project management meetings. 1..4. PLAN REVIEW & INTEGRATION The final component of Task 1 is the review of existing planning documents and analysis of existing state and regional programs. This task will help ensure that this process leverages all previous efforts, to reduce redundancy and to help identify strategic partnerships and the potential roles for Bozeman in these myriad efforts. Our team is already familiar with many of the documents identified in the RFP, given our recent work on the Climate Vulnerability Assessment and Resiliency Strategy and Bozeman Community Plan, so we are starting with a solid understanding of existing and related efforts. The deliverable for this task will be a summary memorandum that identifies the major local, regional, and state climate and sustainability goals, policies, strategies, and programs from those plans that could relate to and shape the Climate Action and Resiliency Plan. Task 1 Delliverables • Project Team Kickoff Meeting Agenda& Notes • Monthly PM Meeting Agendas & Notes • Stakeholder Engagement Strategy • Plan Review Summary Memorandum TASK 2. VISIONING & GOAL. S ING The second task involves activities that help the Bozeman community take stock of current trends and look to the future to explore questions like: • Where are we now with respect to emissions and climate change? Where are we most vulnerable? • Where are we headed? How much impact can we have on climate trends? • What is our ideal future?What does resiliency mean to us? What should we strive to achieve? 2.1.. CLIMATE & VULNERABILITY PROFILE This task begins with a review of existing greenhouse gas inventories, emissions forecasts, climate change projections, climate vulnerabilities, and existing climate goals. We will prepare a concise, easy-to-read, and graphically-rich climate and vulnerability profile that establishes a common baseline about current conditions, greatest vulnerabilities, and potential future conditions. This profile will help describe why planning for climate change is necessary and will be a helpful tool to use in stakeholder and community outreach conversations. City of Bozeman, MT Climate Action & Resiliency Plan Proposal �_ Page 1 2 Note that during this task, we can provide high-level review of the City's existing greenhouse gas inventory, as needed, and a rough business-as-usual forecast - to inform emissions modeling in support of strategies development. 2.2. CLIMATE TEAM KICKOFF MEETING #1 The first Climate Team meeting will focus on visioning and goal setting. Early deliverables, including the Plan Review Summary Memorandum and the Climate &Vulnerability Profile, will help inform the development of a vision statement to guide the plan. At this meeting we will also identify high-level climate mitigation and adaptation goals to support the vision. We will also begin to explore preliminary short and long-term emissions reductions targets to support vision and goal achievement,to be tested and refined through the planning process. Note that the goal-setting will be informed by modeling emissions forecasts and potential emissions reduction opportunities. Note that our budget assumes that the Climate Team Kickoff Meeting would be coordinated with the same in-person trip as the Vision & Goals Community Dialogue meeting - to reduce travel expenses and maximize collaboration time. 2.3. VISION & GOALS COMMUNITY FORUM The first community forum will follow the Climate Team Kickoff Meeting. We will develop the details for advertising and executing the forum, in coordination with City staff, in the Stakeholder Engagement Plan. Some initial ideas for the Vision & Goals Community Forum include the following activities: • A brief presentation or web video on the Climate &Vulnerability Profile highlights (a web video could also be shared on social media for broader community engagement). ® Digital polling or dot voting for review and comment on the draft vision statement(s) and preliminary mitigation and adaptation goals developed by the Climate Team. • Breakout groups or posters for community members to brainstorm climate solutions and estimate impacts by topic area. ® To-go kits and mini-trainings for community members to take with them so they can share information with their friends, family, colleagues, and neighbors about the planning effort. Task 2 Deliverables ® Climate &Vulnerability Profile Summary Report • Climate Team Kickoff Meeting Agenda, Content, Co-facilitation & Notes • Community Dialogue Meeting Planning Support, Co-facilitation & Notes TASK 3. CLIMATE ACTION & RESILIENCE' SOLUTIONS The third task explores potential solutions to help the Bozeman community achieve its climate action and resiliency goals. Solutions to help Bozeman surpass their 2011 community goal of reducing emissions to 10% below the 2008 baseline by 2025 and meet their commitment to uphold the Paris Climate Agreement will likely come in many forms, including but not limited to: policies, regulatory revisions, programs, partnerships, advocacy, education, and financial tools. Based on the City's 2017 greenhouse gas (GHG) inventory update, the City's efforts to reduce emissions has been effective in holding total GHG emissions constant while the City's population has increased by over 25%. We will review past and current emissions reduction efforts for effectiveness and potential for additional impact to inform the strategies identified for the next 5 years. City of Bozeman, MT Climate Action fv Resiliency Plan Proposal Page 1 3 3.1. PRELIMINARY SOLUTIONS This task focuses on the identification and research of integrated climate mitigation and adaptation solutions for Bozeman. The list of preliminary solutions will be informed by existing plans, technical expertise and analysis, institutional knowledge, best practices from other cities, input and collaboration with City staff and the Climate Team, and input from the community. A "long list"of potential solutions will be developed and organized in a Microsoft Excel workbook for ease of sorting and maintenance. The workbook will organize potential climate action and resiliency solutions by key topic areas (i.e., buildings, energy, green space & natural systems, utilities & infrastructure, transportation, City assets, community development, consumption &waste), and will also begin identifying the range of actors who may be responsible for implementation (i.e., City government, community stakeholders, outside entities, etc.). Some preliminary solutions to explore and opportunities to leverage include: City and utility coordination and goal alignment, tapping the local university as an innovation asset, and aligning growth policy and land use planning regulations with climate and resiliency goals. 3.2. CLIMATE TEAM MEETING #2 The second Climate Team meeting will include a review of the feedback from the community forum, resulting in a final draft vision statement and refined climate mitigation and adaptation goals, along with short and long-term targets. We will also discuss how the mitigation and adaptation goals can be used as evaluation criteria from which to evaluate and prioritize the potential solutions. Another focus of this meeting will include preliminary screening of potential solutions, by potential climate equity and health impacts/benefits. To facilitate the climate equity and health impacts discussion, we will break into topic-based groups to systematically review and discuss the equity and health issues and opportunities associated with each potential solution. Equity and health considerations will be used to refine solutions and can also inform solution prioritization. Note that our budget assumes that the Climate Team Meeting #2 would be coordinated with the same in-person trip as City Commission Meeting #1, to reduce travel expenses and maximize collaboration time. 3.3. CITY COMMISSION MEETING #1 The first meeting with the City Commission will introduce the project and provide a summary of progress and feedback to date. We will seek confirmation of the vision statement and climate mitigation and adaptation goals. We will also share preliminary ideas about potential solutions for each topic area and seek feedback about political feasibility, priorities, and/or concerns. Task 3 Delliverables • Preliminary Climate Solutions (Excel Workbook) • Climate Team Meeting Agenda, Content, Co-facilitation & Notes • City Commission Meeting Support, Co-facilitation & Notes TASK 4. PREFERRED SOLUTIONS The fourth task narrows the list of potential solutions into a more concrete list of preferred solutions — those that will likely provide the greatest climate action and resiliency benefits to the Bozeman community. 4.1. SOLUTION EVALUATION City of Bozeman, MT Climate Action & Resiliency Plan Proposal Page 14 Building on the work completed in Task 3, this task will delve deeper into the technical and financial considerations of the potential solutions. We will work with City staff to narrow the `long list" of potential solutions to a more manageable subset for detailed analysis and evaluation. We will also work with City staff to determine the solution evaluation criteria (to be aligned with the vision and goals). The evaluation criteria will draw on previous discussions and activities and will likely include a mix of quantitative and qualitative considerations, such as: • Greenhouse gas emissions reductions (quantitative estimate) • Financial impact (quantitative estimate) ® Impact on community resiliency (qualitative) • Technical feasibility (qualitative) • Political feasibility (qualitative) • Environmental co-benefits (qualitative) ® Local economic impacts (qualitative) • Social equity impacts (qualitative) ® Human health benefits (qualitative) • Alignment with Bozeman's Strategic Plan (qualitative) Our budget assumes that the consulting team will lead the quantitative evaluation and will provide a framework and coaching for City staff to complete the qualitative evaluation. 4.2. CLIMATE TEAM MEETING #3 The third Climate Team meeting will focus on review and refinement of the solution evaluation results. We will also organize into subgroups to identify recommended climate actions and resiliency solutions for each topic area. The preferred solutions will include a mix of short and long-term actions. After the shortlist of preferred solutions is identified, we will revisit the short and long-term targets identified in earlier tasks to confirm whether the preferred solutions, if implemented, could successfully achieve those targets. 4.3. PREFERRED SOLUTIONS IMPLEMENTATION DETAILS Following the third Climate Team meeting, we will work closely with the City's project management team to develop descriptions for each preferred solution, as well as other implementation details including timeline, approximate cost and staffing requirements, potential funding sources, and the responsible party. These details will be documented in a uniform"implementation template"for each preferred solution so it is clear how each solution will be implemented. Together, this collection of implementation templates could become an appendix for the Climate Action and Resiliency Plan. Task 4 Deliverables ® Climate Solution Evaluation (Excel Workbook) • Climate Team Meeting Agenda, Content, Co-facilitation & Notes • Climate Solutions Implementation Details TASK S. PLAN DEVELOPMENT The fifth and final task includes pulling information from all previous tasks into a unified document that provides a clear and actionable roadmap for achieving the community's climate action and resiliency vision. This task provides ample time for community review and refinement, so the final plan truly reflects community feedback and priorities. 5.1. DRAFT PLAN & SUMMARY REPORT City of Bozeman, MT Climate Action & Resiliency Plan Proposal�� �� ��� Page 1 5� Our team will design and produce a draft report that is accessible and useful for the public, local nonprofits and businesses, elected officials, and City departments. We will coordinate with City staff to develop content, maps and graphical representations of data and information where applicable. The report will include creative visuals to increase user friendliness and reduce text, and will likely have more detailed technical information, such as strategy implementation details, located in appendices. A short, graphically-rich summary report will also be developed to supplement the longer report document. Our budget assumes one round of review of the draft plan and.summary report by City staff and the Climate Team before it is revised and released for public review and comment. It will be essential for the project manager to consolidate City staff and Climate Team comments and provide direction to our team if comment conflicts arise. 5.2. COMMUNITY REVIEW FORUM A second community forum will provide an opportunity for community members to review and react to the draft plan. In addition to soliciting ideas for plan refinement, we could also leverage the meeting as an opportunity to get people excited about plan implementation and actually begin implementing! We will develop the details for this meeting in the Stakeholder Engagement Strategy, but preliminary ideas for engagement include: • Photo booth to show support for plan adoption. • Pledge cards for people to complete and send to themselves and/or friends/neighbors. • Volunteer sign-ups for implementation support. • Take-action guides for residents, community groups, businesses, etc. Note that Brendle Group can provide content development and design and will rely on the City for printed materials and other activity supplies. 5.3. FINAL PLAN & WEBSITE CONTENT We will prepare a final report and summary, following the Community Review Forum. The final report and summary will reflect recommendations from the public, as well as final comments and refinements by the City and Climate Team. During this stage, we will also prepare website content (i.e., text and graphics) for the City, including goals, solutions, and implementation timelines. 5.4. CITY COMMISSION MEETING #2 We will attend the second City Commission meeting to support City staff in the presentation of the Final Plan for adoption. Task 5 Deliverables • Draft Plan Document & Summary Report • Community Review Planning Support, Co-facilitation & Notes • Final Draft Plan Document & Summary Report • Final Plan Document & Summary Report • Website Content • City Commission Meeting Support, Co-facilitation & Notes City of Bozeman, MT Climate Action & Resiliency Plan Proposal_ _Page 1 6 PRICE Our proposed costs associated with this project are identified by task in the table below. Our budget is based on proposed time and materials, based on the scope outlined above. Brendle Group will bill the City of Bozeman monthly on a time and materials basis not to exceed $85,000. Payment terms are net 30 days. Labor ether Direct ; 'fo A`C'st Costs Task 1. Project Communications, Engagement Strategy & Plan'Integration $18,000 $ 0 Task 2. Visioning &Goal Setting I $11,200 $1,800 I Task 3. Climate Action & Resiliency Solutions $13,200 $1,800 Task 4. Preferred Solutions $16,200 $1,800 Task 5. Plan Development $18,300 $2,700 v ,r � As noted in the project proposal under task 2, if the City desires a more detailed analysis of the existing greenhouse gas inventory, verification of previous inventories, or support developing future inventories this can be added as an additional task billed at our hourly rates. Note that Judy Dorsey has family in Bozeman and will not charge travel expenses for up to two in- person trips during the project period, in coordination with other meetings as applicable, City of Bozeman, MT Climate Action & Resiliency Plan Proposal Page 1 7 TiF,10lil . Below we have outlined a proposed schedule based on the project tasks outlined in the RFP, indicating the general timeframe in which each task will be completed, targeting cornpleting the project by July 2020. We will review and modify this schedule as needed during monthly project management check-in meetings. 2019 2020 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul 1.1: Kickoff Meeting 1.2: Monthly PM Calls 1.3:Stakeholder Engagement Strategy&Support 1.4: Plan Review&Integration y r fit" Fb g . 'JE .21 2.1: Climate Profile 2.2: Climate Team Kickoff Meeting CT 1' 2.3: Community Forum CF 1 3.1: Preliminary Solutions 3.2: Climate Team Meeting CT 2 3.3: City Commission Meeting Cc i 4.1: Solution Evaluation 4.2: Climate Team Meeting Gf 3 4.3: Preferred Solutions Details 5.1: Draft Plan 5.2: Community Forum 5,3: Final Plan&Web Content . 5.4: CityCommission Meeting 9 Lecgend.,Cimate Team=CT Commulity Forurn=CF City Commission=CC