HomeMy WebLinkAbout22- Professional Services Agreement - Lotus Engineering - Community Greenhouse Gas Inventory
Professional Services Agreement for a Community Greenhouse Gas Emissions Inventory FY2022
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _____ day of ____________, 202__
(“Effective Date”), 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, Lotus Engineering & Sustainability, 1627 Vine St.
Denver, CO 80206, hereinafter referred to as “Contractor.” The City and Contractor may be referred
to individually as “Party” and collectively as “Parties.”
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 Effective Date and will
expire on the 30th day of June, 2023, unless earlier terminated in accordance with this Agreement.
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 the amount 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
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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 the 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, Montana Code Annotated (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.
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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
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
intentional 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 City as
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 the City 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 City 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 City for a claim(s) or any portion(s) thereof.
In the event of an action filed against the City resulting from the City’s performance under
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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, 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 [City’s]
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 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. 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; $2,000,000 annual aggregate;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
• Automobile Liability - $1,000,000 property damage/bodily 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 shall be endorsed as an
additional or named insured on a primary non-contributory basis on the Commercial General,
Employer’s Liability, and Automobile Liability policies. The insurance and required endorsements
must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation
or non-renewal. 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.
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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, the 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
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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 and Notices:
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 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 designated by the City in writing and may
receive approvals or authorization from such persons.
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b. Contractor’s Representative: The Contractor’s Representative for the
purpose of this Agreement shall be Hillary Dobos, Principal/Co-Owner, 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.
c. Notices: All notices required by this Agreement shall be in writing and
shall be provided to the Representatives named in this Section. Notices shall be deemed given
when delivered, if delivered by courier to Party’s address shown above during normal business
hours of the recipient; or when sent, if sent by email or fax (with a successful transmission
report) to the email address or fax number provided by the Party’s Representative; or on the
fifth business day following mailing, if mailed by ordinary mail to the address shown above,
postage prepaid.
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 and Equal Pay: 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
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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.
Contractor represents it is, and for the term of this Agreement will be, in compliance with the
requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act).
Contractor must report to the City any violations of the Montana Equal Pay Act that Contractor has
been found guilty of within 60 days of such finding for violations occurring during the term of this
Agreement.
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 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 its 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 the 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
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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 of 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 including the City
Attorney’s Office staff.
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
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
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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 herein 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. Consent to Electronic Signatures: The Parties have consented to execute this
Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act,
Title 30, Chapter 18, Part 1, MCA.
31. 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 June 30, 2024.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and
year first above written or as recorded in an electronic signature.
CITY OF BOZEMAN, MONTANA LOTUS ENGINEERING &
SUSTAINABILITY
By________________________________ By__________________________________
Jeff Mihelich, City Manager Hillary Dobos, Principal / Co-Owner
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
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Exhibit A
Scope of Work
Task 1: Project Management
We propose an approach that will seamlessly support the City of Bozeman. At the
project’s onset, we will establish agreement on the project goals, expectations, process, scope, timeline, and measures of success. Specific subtasks include:
● Hold a virtual kick-off meeting for the project. o Review the scope of work, including key milestones and dates. o Establish a process for coordinating with the internal project team.
o Determine frequency and content of regular check-in calls and emails, and schedule accordingly. o Review the monthly invoice reporting process.
o Ensure there is agreement on the project goals and expectations, process, scope, timeline, and outcomes of the subsequent work.
● Biweekly check-in emails.
● Additional phone calls and emails (as needed).
● Monthly invoice reporting.
Deliverables:
● Project kickoff meeting.
● Final project plan and timeline.
● Monthly invoice reports.
Task 2: Develop 2020 Community-Wide GHG Emissions Inventory
Task 2 includes the creation of a 2020 GPC-compliant GHG inventory for community-wide emissions and accompanying documentation. This inventory will be created utilizing an inventory analysis spreadsheet tool that Lotus developed and is compliant with the protocol. We will make sure that the tool is easy to
understand, includes many summary charts and data visualizations to help communicate the information, and can be updated in-house in future years to generate comparable emissions inventories. All data sources and information are
maintained and shared with the city to ensure transparency and replicability.
Specific subtasks include:
● Create a transparent GHG emission inventory tool for Bozeman that is GPC-
compliant at the level desired by the city. Key aspects of this tool include summary of data sources; emission factors; emission calculations; emission summary; and a “ClearPath ready” input tab for later entry into ClearPath, if so desired. ○ Note we can enter data into ClearPath if requested for additional fee. ● Review BASIC and BASIC+ data requirements.
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○ BASIC+ level requires communities to cover a broader range of emission sources in addition to the ones under the BASIC level.
These emissions cover sources such as industrial processes; transmission and distribution losses for electricity; agriculture, forestry and land use; and transboundary transportation.
● Review all applicable emission sources and outline sources (e.g., direct or indirect) that may be considered de minimis by scope and sector. Review this list with Bozeman. Note this may eliminate various Scope 3 emissions categories. ● Review, cull, analyze, and leverage available data to save time and money. ● Confirm reporting protocols, emissions factors, activity data and analytical tools. ● Coordinate data collection from multiple city departments and all other required sources, identify types of necessary data, collection
procedures, and approach to addressing data gaps. ● Conduct quality assurance/quality control (QA/QC) review on collected data to ensure that it aligns with best practices and industry knowledge.
● Calculate key metrics for future comparison including, but not limited to, emissions by sector, emissions by source, emissions per capita, energy use intensity by building sector, residential electricity, and natural
gas use per capita. ● Prepare an inventory output for reporting platforms such as Carbonn, CDP and/or the Compact of Mayors. ● Review all findings with the city.
Deliverables:
● 2020 GPC-compliant GHG inventory. ● Inventory review meeting. ● All accompanying data sources, including emails and original reports and spreadsheets.
Task 3 – Carbon Stock Analysis
Task 3 includes quantifying carbon sequestration for the boundary and relating carbon stock and sequestration to the overall inventory. Lotus can complete a Carbon Stock Inventory to set a baseline for the amount of carbon currently stored in the landscape, so that, for future inventories, additional carbon sequestered or lost due to annual land-cover type changes can be estimated. It is important to note that carbon stock measures carbon that is already stored and does not represent available storage capacity for additional storage. It does represent potential added emissions if the land-cover providing the storage
is destroyed. A carbon stock inventory would measure existing carbon stocks as a baseline and be able to compare to overall GHG emissions for the boundary. To complete a Carbon Stock Inventory, Lotus will first reference work that has already been completed, including data from the US EPA, USFS, and others. During this research phase, we will also be able to identify key current and future risks associated with carbon stocks (i.e., climate change, wildfire, invasive species, etc.). Once we have a good sense of which data source(s) we would like to use, we will utilize GIS to fully map Bozeman’s land and forest cover.
Next, we will apply a mean carbon stock value (also called carbon density value) based on average plot estimates by vegetation land-use types. This carbon stock value will include soil organic carbon, as well as carbon found in belowground
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and above-ground biomass and litter or woody debris biomass. After totaling all carbon stocks in the individual land-use types, such as forests, vegetation,
soil, and/or inland waters, we will be able to calculate carbon stock.
Specific subtasks include:
• Identify data to be collected (both spatial and tabular).
• Collect remaining data, as necessary. • Perform QA/QC on all collected data. • Original research in a zipped file.
Deliverable(s):
• Call(s) to discuss data needs and data-related questions. • Original data sources in a zipped file. • Carbon Stock Analysis.
Task 4: Inventory Management Plan and Training
Lotus will train City staff so that future inventories can be completed in-house. Lotus will prepare an Inventory Management Plan that explains how the
inventory was created, any assumptions that were made, provide a guide for future data collection, and describe calculation methodologies. The Inventory Management Plan will also include a detailed description of how to use the
inventory tool.
We will host a virtual training session for key City of Bozeman staff and personnel to teach the inventorying practice. This session may loosely follow
the information laid out in the Inventory Management Plan that and will be designed to focus on specific areas of concern or challenges. We will also brainstorm with the group how future data collection and accounting can be
enhanced.
Note: The Inventory Management Plan will make recommendations on which data should be updated regularly (every inventory) and which data can be updated on
a less regular basis. This data could be updated on a less regular basis as it most likely does not change much, is hard to collect, and has a small impact overall on the inventory.
If an inventory is too time-consuming to update, we have found that many clients seek outside consultants to do the work since they do not have in-house capacity. To set reasonable expectations for future updates, we will rank data by
importance, time to collect, and data quality (low, medium, and high).
Deliverable(s):
• Inventory Management Plan
• One meeting to explain how to use the spreadsheet Task 5: Data Visualization Platform
Lotus has developed engaging websites and innovative data tools communicating sustainability and resiliency plans for several mountain communities. We understand that impactful implementation hinges on ensuring the community is involved at all stages and that information about the plan is publicly available, transparent, and understandable. Lotus will support the integration
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of a data visualization platform for the City of Bozeman’s existing sustainability website that allow all community members to engage with climate
and emissions data in an interactive format that will enable transparent monitoring of progress towards goals.
See an example of an interactive StoryMap we created for High Country
Conservation Center here. Other examples of data visualizations that Lotus has created for clients can be found here.
We will support Bozeman in updating their website with the results of the 2020 Inventory and integrating a dashboard along with data visualizations to create an interactive and engaging platform for Bozeman to share its sustainability story. We will create a tool that tracks progress toward the goals developed in the 2020 Bozeman Climate Plan and communicate the key points of the plan through the website. There are several options for data visualization tools as shown below. Specific subtasks include:
• Work with the City to identify the best platform for an interactive and engaging web tool to communicate the updated plan and track progress towards goals. ○ If the City were to prefer the dashboard option, Lotus has
experience with the following dashboard platforms: ■ Tableau. ■ ArcGIS Dashboards.
■ PowerBI. ○ If the City were to prefer the website option, Lotus could create the website in the following platforms:
■ ArcGIS Hub. ■ Squarespace. ○ The following tools could be used to create interactive visualizations within each focus areas web page: ■ ArcGIS Hub default web visualizations. ■ RStudio. ■ Chartist.js. ■ Dash. ● Develop the web tool and conduct multiple rounds of user testing to
ensure clarity of information and ease of use. ● Collaborate with the City’s project staff to ensure seamless integration of the developed web tools with the City of Bozeman’s
existing web infrastructure.
Deliverables: ● Interactive dashboard or website. Note that we have assumed a
relatively basic dashboard or website. Our budget for this task is estimated at $9,400. Additional hours beyond this can be charged on hourly rate.
Task 6: GHG Emissions Report
Lotus will prepare a GHG emissions report. The report will be graphically/infographic heavy. The report will be written and formatted so that it is easily understood and received by the public. Initial content will be provided as a Word document for feedback. It is assumed that there will be one round of edits. In the report, Lotus will clearly tie baseline GHG emissions and 2020 GHG emissions to the city’s emissions reduction goals. Specific tasks include:
DocuSign Envelope ID: 570AAB67-87DF-4DC4-A513-591B3AC4841A
• Prepare a summary report that includes: o Key findings of the 2020 inventory. o A comparison of activity data and emissions trends between previous
inventories (2008, 2012, 2016, 2018) and 2020. o Highlight COVID impacts (increases and decreases in emissions). o A review of the potential causes for changes in activity data and
emissions between 2008 and 2020.
Deliverables (Each deliverable will have one round of feedback):
● Draft Word Document.
● Final Word Document. Budget and Timeline
Detailed Budget
Lotus is able to work at an hourly rate for additional work that is not included in scope above.
Schedule
The Lotus team anticipates completing this work in 8-10 months. However, this timeline assumes timely receipt of necessary data from Bozeman. Our schedule is based on our expertise and experience from many years of this work.
Ongoing Support
Part of our mission is to empower our clients to complete future projects in-house and use the work in their everyday jobs. Our deliverables are very transparent; we keep records of all emails, phone calls, and original datasets to leave a paper trail for the next iteration. We also have an open-door policy if previous clients have questions months after the contract has ended, and we
Hillary Rachel Nick Shannon
$ 170 $ 13 0 $ 13 0 $ 10 0
Task 1: Project Management 0 27 0 0 27 $3,510
Task 2: 2020 GHG Inventory (BASIC+)10 40 10 40 10 0 $12,200
Task 3: Carbon Stock Analysis 5 20 10 10 45 $5,750
Task 4: Update Inventory Management Plan 5 5 5 15 30 $3,650
Task 5: Interactive Dashboard or Website 10 15 25 25 75 $9,400
Task 6: GHG Em issions Report 5 10 10 30 55 $6,450
Total Costs 35 117 60 120 332 40,960.00$
Task and Subtask
Lotus Labor Hours Total Labor
CostsTotal Hours
Task and Subtask Aug Sept Oct Nov Dec Jan Feb March April
Task 1: Project Management
Task 2: 2020 GHG Inventory (BASIC+)
Task 3: Carbon Stock Analysis
Task 4: Update Inventory Management Plan
Task 5: Interactive Dashboard or Website
Task 6: GHG Emissions Report
DocuSign Envelope ID: 570AAB67-87DF-4DC4-A513-591B3AC4841A
are happy to answer a reasonable amount of additional questions at no additional fee after the project is completed. If the client requires changes and/or
enhancements to final work products, we will charge an hourly rate – no retainer needed.
DocuSign Envelope ID: 570AAB67-87DF-4DC4-A513-591B3AC4841A