HomeMy WebLinkAbout05-21-2019 Item 14 - Climate Action Plan Contract Amendment
Department Name: Administration
Cost Center: 1001
For Agenda of: May 21, 2019
Placement: Consent
Estimated Time: N/A
FROM: Robert A. Hill, Interim Deputy Director, Office of Sustainability
Prepared By: Chris Read, Sustainability Manager
SUBJECT: CLIMATE ACTION PLAN CONTRACT AMENDMENT
RECOMMENDATION
Approve a contract amendment with Raimi + Associates in the amount of $55,000 for a total
contract amount of $149,993 (Attachment A).
DISCUSSION
Background
In June of 2017, the City Council adopted the 2017-2019 Financial Plan, which identifies
Climate Action as a Major City Goal. The goal includes the following objective: “Assess and
report the requirements to achieve the ’net-zero carbon City’ target.” Additionally, the Major
City Goal Work Program identifies updating the Climate Action Plan as key task. Further, on
September 11, 2018, City Council gave staff unanimous direction to update the City’s climate
action plan and pursue a greenhouse gas emissions reduction target of carbon neutrality by 2035.
In November of 2018, staff released a request for proposals (RFP) for consulting services in
support of the Climate Action Plan update. The City of San Luis Obispo received seven
responses to the RFP. The proposal review process was conducted by a five-member review
team consisting of:
• Chris Read, City of San Luis Obispo, Sustainability Manager
• Bob Hill, City of San Luis Obispo, Interim Deputy Director, Office of Sustainability
• Xzandrea Fowler, City of San Luis Obispo, Deputy Director, Community Development
• Eric Veium, SLO Climate Coalition Task Force, Chair
• Dan Hamilton, City of Oakland, Sustainability Manager
The review team unanimously selected Raimi + Associates as the preferred vendor due to their
creative approach to the work, excellent references, expert project team, and good fit of technical
services relative to staff needs. The Raimi + Associates team includes:
• DNV-GL – building energy consultants
• R3 – zero waste consultants
• Fehr & Peers – transportation consultants
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In February of 2019, the City signed a contract for an amount not to exceed $94,993 with Raimi
+ Associates (Attachment B). Consistent with City procurement policies for consultant contracts
at this price, this contract was approved through an internal City Manager Report. As requested
by the RFP, the scope of work proposed by Raimi + Associates is as follows:
• Task 1. Project Orientation and Management
o Task 1.1: Project Kick-Off Meeting
o Task 1.2: Project Coordination and Administration
• Task 2. Review of Inventory, Forecast, and Decarbonization Approach
• Task 3. 2019-21 Financial Plan Integration
• Task 4. Carbon Neutral Pathways
o Task 4. 1: Strategy Consolidation, Evaluation, and Gap Analysis
o Task 4.2: Scenario Analysis
o Task 4.3: Carbon Neutral Pathways
• Task 5. Climate Action Plan
o Task 5.1: Climate Action Plan Scoping
o Task 5.2: Climate Action Plan
o Task 5.3: City Council Meetings
• Task 6. Community Outreach and Facilitation
o Task 6.1: Community Engagement Plan
o Task 6.2: Community Engagement Activities
Contract Amendment Request
At the time of issuing the RFP, and given the new ambitious carbon neutral by 2035 target, staff
chose to focus the Climate Action Plan exclusively on community greenhouse gas emissions.
Since that time, staff has identified funding and has received support in Public Works and
Utilities departments for an additional task to address the greenhouse gas emissions that occur as
the result of City of San Luis Obispo municipal operations including energy used at City
buildings and facilities, fuel used for fleet vehicles and employee commute, and emissions
related to solid and organic waste.
The proposed amendment, described in the letter proposal (Attachment B), would include “Task
8. Municipal Operations” as outlined in Attachment A. This additional scope item builds on the
strengths and references of the Raimi + Associates team and would focus initially on the
Municipal Operations greenhouse gas inventory and target setting, with a deeper focus with
DNV-GL on energy use in buildings. The amendment and this request would also provide an
opportunity (though, not a requirement) to use expected budget as proposed in the 2019-21
Climate Action Major City Goal for a municipal operations zero waste plan and vehicle
electrification plan as additional task orders subject to City Manager approval.
The current proposed amendment of $55,000 increases the total contract amount to $149,993.
Consultant service contracts at this price level require Council approval, which staff seeks
through this report.
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Public Engagement
Throughout the 2019-21 Financial Plan process, extensive comments have been received related
to sustainability initiatives for municipal operations including additional electric vehicle charges,
zero waste programs, constructing additional solar on site, reviewing decarbonization strategies
for facilities, to name a few. The recommended action for this report allows staff to coordinate
across departments and with technical experts to ensure that these suggestions are vetted and
appropriately planned for future funding consideration.
CONCURRENCE
Public Works, Utilities, and Community Development Departments concur with this report.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act does not apply to the recommended action in this
report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15278.
FISCAL IMPACT
Budgeted: Yes Budget Year: 2018-19
Funding Identified: Yes/No
Fiscal Analysis:
Funding Sources Current FY Cost
Annualized
On-going Cost
Total Project
Cost
General Fund $55,000 $0 $55,000
State
Federal
Fees
Other:
Total $55,000 $0 $55,000
As noted in the Fiscal Analysis Table, the $55,000 required for the contract amendment is
already budgeted and currently resides in Cost Center 1001-61013 (City Administration – Other
Contractor Services). The allocated funds are available as the result of 2018-19 General Fund
carryover for the purpose of adding a municipal operations plan to the Climate Action Plan
update.
ALTERNATIVES
Council could choose not to approve the amendment. However, staff does not recommend this
alternative as the budgeted amount cannot be rolled over to Fiscal Year 2019-20 and therefore
would not be available for related initiatives.
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Attachments:
a - First Ammendment to Climate Action Plan Contract
b - Original CAP Contract
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AMENDMENT TO AGREEMENT
THIS AMENDMENT TO AGREEMENT is made and entered in the City of San Luis Obispo on May 21,
2019 by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, herein after referred to as City,
and RAIMI + ASSOCIATES, hereinafter referred to as Contractor.
WITNESSETH:
WHEREAS, on February 4, 2019 the City entered into an Agreement with Contractor for consulting
services to assist with updating the City’s Climate Action Plan; and
WHEREAS, the City desires to amend the scope of services to include support for including municipal
operations as a section in the Climate Action Plan and Contractor has submitted a proposal for this purpose that is
acceptable to the City.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter
contained, the parties hereto agree as follows:
1. The scope of services and related compensation is hereby amended as set forth in Exhibit A
attached hereto.
2. Section 4 of the original Agreement is hereby amended to change the original total sum not to
exceed amount from $94,993 to $149,993.
3.All other terms and conditions of the Agreement remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year
first written above.
ATTEST: CITY OF SAN LUIS OBISPO
____________________________________ By: ____________________________________
City Clerk Mayor
APPROVED AS TO FORM: CONTRACTOR
_____________________________________ By: ____________________________________
City Attorney
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The following is Raimi + Associates (R+A) team’s scope of work for the San Luis Obispo Climate Action
Plan. The roles and responsibilities of the firms included on the R+A team are as follows:
•Raimi + Associates: Project management; building and sequestration pathways; Climate Action
Plan development; and community outreach and participation.
•DNV GL: Carbon-free energy and building pathways
•Fehr & Peers: Transportation pathway
•R3: Zero waste pathway
The scope of work as presented is flexible and may be modified in cases where R+A and the City agree
on the modification. Pending agreement between R+A and the City, budget may also be moved across
tasks to best serve staff and City needs.
Task 1. Project Orientation and Management
Task 1.1: Project Kick-Off Meeting
The R+A team will hold a full-day kick-off meeting to initiate the project. This meeting may include an
overall team meeting, one-on-one topic-specific meetings with City staff, meetings with the Green Team
and SLO Climate Coalition Task Force and if appropriate, a tour of the City sustainability projects.
Task 1.2: Project Coordination and Administration
R+A will coordinate with the City throughout the project. This will include bi-weekly meetings facilitated
by the project team and “informal” communication via email and phone. At a minimum, the meetings
will be used to assess progress, discuss upcoming deliverables, and where appropriate, identify
assignments for City staff. R+A will prepare monthly invoices and progress reports for the project that
will summarize the number of hours spent by task and activities by task.
Deliverables
•Agenda and meeting notes from project kick-off meeting; kick-off meeting attendance and
participation
•Agendas and meeting minutes for bi-weekly check-ins
•Monthly written progress reports and invoices
Task 2. Review of Inventory, Forecast, and Decarbonization Approach
During this task, the R+A team will review the existing greenhouse gas inventory and forecast, and
assess the City’s proposed decarbonization approach. First, the R+A team will review the City’s
community greenhouse gas emissions inventories, activity data, and forecasts used to develop the 2005
and 2016 greenhouse gas inventories. This review will help familiarize our team with the City’s emissions
profile, identify ways to convey the profile to the community, and assess whether or not emissions
sources should be included or excluded from the citywide targets. Should the inventory be deemed
insufficient or inaccurate, R+A will advise the City on methods for making the inventory consistent with
established protocols.
Exhibit A. Ammended Scope of Work
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The second portion of this task will focus on reviewing the City’s decarbonization approach. The City has
identified five pillars for carbon neutrality: carbon-free electricity, decarbonized buildings, decarbonized
transportation, zero waste, and carbon sequestration. These pillars generally align with best practices
for carbon neutral cities, with the addition of sequestration.
Working with the City, we will confirm whether these pillars make sense for the City and recommend
any adjustments if necessary. As part of this review, we will also map the relationships between the five
pillars and the greenhouse gas emissions sources in the City. This will help link the quantitative goals for
each pillar (defined in Task 4) to the greenhouse gas emissions and activity data.
The analysis of the greenhouse gas inventory, forecast, and decarbonization approach will be
summarized in a memorandum for staff review.
Deliverables
Draft and final memo summarizing the review of the inventory, forecasts, and decarbonization
approach.
Task 3. 2019-21 Financial Plan Integration
The R+A team will advise the City on strategic opportunities to incorporate foundational, climate action
into the City’s Financial Plan. Our work will help the City define specific work programs for the next two
years and may include actions that support inter-departmental collaboration, employee training, and
program implementation, such as zero net buildings, community choice energy roll-out, or similar.
Deliverables
Collaboration on the Climate Action Major City Goal work plan and budget.
Task 4. Carbon Neutral Pathways
Task 4.1: Strategy Consolidation, Evaluation, and Gap Analysis
Working with City staff, the R+A team will consolidate existing greenhouse gas reduction strategies and
programs into a single spreadsheet-based tool. We will organize the programs by pillar, incorporating
information about program responsibility, coordinating departments, existing objectives and targets,
and key metrics. This information will form the basis for the following analysis.
Once consolidated into a matrix, the R+A team will develop a simple, criteria-based tool to evaluate the
effectiveness of existing CAP measures. Criteria may include: measure effectiveness, status of measure
implementation, cost, and co-benefits of the actions. This information will help our team begin to
answer questions, such as what is legally, technically, economically, socially, and politically possible. Due
to the fact that City staff has an intimate knowledge of its policies and programs, R+A will need
assistance from staff to complete this task.
Once complete, the R+A team will review the policy framework, identify gaps, and recommend
additional measures that the City can take to reduce emissions and adapt to climate change. The
additional, proven strategies for greenhouse gas emissions reduction will come from many sources,
including the Carbon Neutral Cities Alliance, the US Conference of Mayors Best Practices for Climate
Protection, Carbon-Free City Handbook, CoolCalifornia.org, and our experience developing CAPs for
Exhibit A. Ammended Scope of Work
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local governments. In particular, we will draw from best practices put forth in exemplary CAPs that are
designed to achieve deep greenhouse gas reductions. We will consider programs and policies that are
both wholly within the City and those that are regional in nature, and that would require collaboration
with other jurisdictions and regional organizations.
In addition to City policies and programs, the R+A team will briefly summarize key State and regional
regulations and program that may impact San Luis Obispo. These may include targets for greenhouse
gas emissions from transportation (Sustainable Communities Strategies), Net Zero Energy for new
construction, CalGreen, and similar.
Task 4.2: Scenario Analysis
Organized around the pillars and incorporating the City’s existing strategies and programs, the R+A team
will develop greenhouse gas reduction scenarios. The scenarios will test a range of outcomes and
quantitative goals, evaluate reductions within and between the pillar strategies, and highlight tradeoffs
with respect to greenhouse gas reduction potential, economic impacts and opportunities, climate
change resiliency benefits, and social equity implications.
By developing multiple scenarios, our team will bring more context and information around the types of
strategies and programs/actions that might go into each scenario, and to utilize this information in the
outreach and decision-making process.
Task 4.3: Carbon Neutral Pathways
After completing the scenario analysis and using those scenarios in the engagement, our team will refine
and quantify the viable route (or routes) to carbon neutrality. Each pathway will contain the following:
•A quantitative goal for each pillar.
•Longer-term strategic approach and guiding vision for each pillar.
•Short-term work plans for City staff, SLO Climate Coalition Task Force, and the business
community.
Each team member will be responsible for different pillars, as defined below. R+A will be responsible for
consolidating the final pathways.
•Carbon-free energy – DNV GL
•Buildings – DNV GL, with support from R+A
•Transportation – Fehr & Peers, with support from R+A
•Zero waste – R3
•Sequestration – R+A
R+A will work closely with the City of San Luis Obispo and, if appropriate, key community-based
organizations to develop a tool to assess equity considerations in the carbon neutral pathways. This tool
may include high-level goals for equity, equity metrics, and a series of criteria to evaluate strategies and
action related to the overall equity goals. This tool may focus on considerations, such as engagement
and empowerment, local capacity building and collaborative partnerships, transformative actions,
accessibility and distribution of benefits, and burdens of climate action or inaction.
Deliverables
Matrix of City strategies and programs/actions
Matrix / workbooks in Microsoft Excel of greenhouse gas reduction scenarios
Exhibit A. Ammended Scope of Work
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Admin, Public, and Final Report on Carbon Neutral Pathways including long term strategic
approaches and short-term work plans as described above
Task 5. Climate Action Plan
Task 5.1: Climate Action Plan Scoping
The SLO Climate Action Plan should strike a balance between being a technical document that is used on
a day-to-day basis by City staff and elected and appointed officials to guide decision-making, and a
visionary document used by the general public to understand the long-term vision and direction of a
community.
Through a series of discussions with the City, and other stakeholders as appropriate, R+A will facilitate a
design and decision-making process to scope the Climate Action Plan. Key questions include:
•What are the primary purposes of the Climate Action Plan?
•Who are the primary users of the Climate Action Plan? Secondary users?
•How do you anticipate using the Climate Action Plan, if at all?
•Is it a living document? If so, what content changes do you anticipate over time? Who will make
those changes?
•What are the most critical components of the Climate Action Plan (e.g., inventories, pathways,
community engagement summaries, etc.)?
Once we narrow down these issues, we can define the format of the document, including whether the
Climate Action Plan is web-based, print, or a combination of both.
Task 5.2: Climate Action Plan
Building on the community engagement, carbon neutral pathways, scenario analysis, and the Climate
Action Plan scoping, R+A will prepare a Climate Action Plan for the City. In any format, special attention
will be paid to the design of the Climate Action Plan. While data-driven, the Plan will use good practices
in information design to be accessible and understandable to the widest array of users. R+A will work
with City staff to ensure the Climate Action Plan is usable by key audiences.
As determined in Task 5.1, the Climate Action Plan may include, but is not limited to:
•Quantitative goals for each pillar and tracking metrics.
•The vision and strategic approach for each pillar.
•Recent accomplishments and implementation actions related to climate and sustainability
efforts.
•Resident or businesses to programs and actions that reduce greenhouse gas emissions and
increase community resiliency.
•Connections from the Climate Action Plan to broader City policy goals related to community
health, housing, or parks and open space
R+A will prepare three versions of the Climate Action Plan, including an Administrative Draft, Public
Draft, and Final Climate Action Plans. The City and the SLO Climate Coalition should review each version
of the Climate Action Plan and provide one consolidated set of comments on each draft.
Exhibit A. Ammended Scope of Work
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Task 5.3: City Council Meetings
R+A will participate in up to 2 meetings with the City Council adoption hearings. We will prepare
materials for City meetings, which may include a brief PPT presentation (15 slides or less), staff report
text and attachments, or other background materials as necessary.
Deliverables
Outline of the Climate Action Plan reflecting agreed upon CAP format and scope as described in 5.1
Administrative, Public, and Final Climate Action Plan
Peer Review Memo of CEQA Compliance documentation
Preparation for and attendance at two City Council meetings for CAP adoption.
Task 6. Community Outreach and Facilitation
Task 6.1: Community Engagement Plan
Working closely with the City, R+A will prepare a Community Engagement Plan that identifies outreach
objectives and measures of success, key steps of the process, meetings and workshops for the project,
proposed outreach activities, and stakeholders. It will include a clear one-page schedule that
communicates the sequencing of engagement activities.
The Community Engagement Plan will focus on building processes for enduring engagement, with a
focus on capacity building for staff and for the SLO Climate Coalition. The Plan will also identify diverse
stakeholders in the City and map out a process for how they will be engaged in the process and
activated for implementation. These may include the business groups and associations, neighborhood
associations, SLO Climate Coalition Task Force, regional agencies, and City decision-making bodies.
Engagement is anticipated to include the SLO Climate Solutions Series, stakeholder meetings,
workshops, surveys, and pop-ups, and/or other creative solutions for community participation and
activation.
Task 6.2: Community Engagement Activities
Based on the Community Engagement Plan, R+A will provide support in the execution of engagement
activities and events. This will include meeting scoping, material preparation, and facilitation as
appropriate. The specifics of this task will be identified during the development of the Community
Engagement Plan. As part of the Community Engagement Plan, R+A will identify the type of support
(e.g., material preparation, attendance, facilitation, etc.) to be provided for each event in a form
consistent with the allocated budget.
Deliverables
Administrative Draft and Final Community Engagement Plan
Meeting attendance, facilitation, and material development as identified in the Community
Engagement Plan
Exhibit A. Ammended Scope of Work
Exhibit A. Ammended Scope of Work
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Task 7. CAP Implementation Costs, Funding, and Financing
The City will coordinate work between HIP Investors/USDN and R+A. R+A support Task 7 by clearly
communicating costs, funding and financing needs, as well as supporting City staff in providing measure
details from relevant tasks (e.g., 4.3 and 5.2) to HIP Investors.
Deliverables
No deliverables
Task 8. Municipal Operations
Raimi + Associates and DNV-GL will work with the City to create a Municipal Operations component to
the City’s Climate Action Plan. This will include:
•Project administration and management including coordination with the City and
subconsultants
•Preparing a greenhouse inventory and forecast for the buildings and facilities component of
municipal operations, in coordination with City staff. This includes Identifying energy efficiency,
fuel switching, and the potential for renewable energy generation of City owned property. Thie
work effort includes review of existing utility bills and Energy Star Portfolio Manager
information, discussions with City staff about previous energy audits, retrocomissioning, or
energy efficiency retrofits, and identification of building systems that are due for replacement in
the next 3-5 years and buildings that are expected to be renovated or replaced. If needed 2-3
energy audits will be completed, in keeping with best practices in the building energy efficiency
industry including the LEED Rating System and ASHRAE.
•Based on the above, R+A and DNV-GL will preparing the building and facilities component of a
Municipal Operations Climate Action Plan.
Deliverables
Municipal operations ghg inventory
Memo Identifying potential measures for ghg reduction in buildings
Draft buildings and facilities component of the Municipal Operations Climate Action Plan
Final buildings and facilities component
Exhibit A. Ammended Scope of Work
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Hours per Task
Principal Intermediate Planner Planner/ Designer Clerical/ Intern Hours by Task Fee by Task Principal Consultant Senior Consultant Consultant Planner/ Designer Consultant Hours by Task Fee by Task Principal Associate Senior Planner Planner Support / Graphics Hours by Task Fee by Task Principal Project Manager Senior Project Analyst Project Analyst Project Analyst Hours by Task Fee by Task Labor Cost Per Task Task 1. Project Orientation and Management 12 20 10 42 6,650 2 2 420 2 2 460 2 2 320 $7,850
Task 2. Review of Inventory, Forecast, and Decarbonization Approach 12 16 28 5,100 2 2 4 780 2 2 460 2 2 4 750 $7,090
Task 3. 2019-21 Financial Plan Integration 12 12 2,700 - - - $2,700
Task 4. Carbon Neutral Pathways 24 64 88 15,000 8 20 12 40 7,200 8 16 8 4 36 8,060 2 12 24 38 5,830 $36,090
Task 5. Climate Action Plan 24 40 40 104 16,400 10 10 2,100 4 4 920 8 12 20 3,020 $22,440
Task 6. Community Outreach and Facilitation 30 30 60 11,250 8 8 1,680 $12,930
Task 7. CAP Implementation Costs, Funding, and Financing $0
Task 8. Municipal Operations 59 85 18 15 177 29,700 24 60 32 116 20,960 - - - $50,660
Subtotal 173 255 58 25 86,800 54 82 - - 44 33,140 8 24 8 - 4 9,900 4 - 24 - 36 9,920 $139,760
Total Hours 173 255 58 25 54 82 - - 44 8 24 8 - 4 4 - 24 - 36
Billing Rate $225 $150 $125 $95 $210 $180 $160 $100 $160 $295 $230 $185 $145 $135 $215 $175 $160 $145 $145
Labor Cost $38,925 $38,250 $7,250 $2,375 $11,340 $14,760 $0 $0 $7,040 $2,360 $5,520 $1,480 $0 $540 $860 $0 $3,840 $0 $5,220
Total Firm Labor Cost $86,800 $33,140 $9,900 $9,920
EXPENSES
Mileage and Travel Expenses 3,922$
Workshop Expenses
Project/Sub Management (7%)3,707$
Data Purchase
Office Expenses (Phone, Fax, Copies, etc.)2,604$
Total Expenses 10,233$ - - -
TOTAL PER FIRM $97,033 $33,140 $9,900 $9,920
GRAND TOTAL
Raimi + Associates DNV-GL Fehr & Peers R3
$149,993
Exhibit A. Ammended Scope of Work
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City of San Luis Obispo Climate Action Plan
2/4/2019 p. 1
AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on Monday, February 4,
2019 by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as
City, and RAIMI + ASSOCIATES, hereinafter referred to as Contractor.
W I T N E S S E T H:
WHEREAS, on November 2, 2019, City requested proposals for an update to the Climate Action
Plan; and
WHEREAS, pursuant to said request, Contractor submitted a proposal that was accepted by City
for said project;
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants
hereinafter contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from the date this Agreement is made and
entered, as first written above, until acceptance or completion of said project.
2. GENERAL CONDITIONS. Contractor and City shall comply with the General Terms and
Conditions as provided in ATTACHMENT A.
3. SCOPE OF WORK. Contractor shall complete the scope of work included in this Agreement
as ATTACHMENT B,
4. CITY'S OBLIGATIONS. For providing the services as specified in this Agreement, City will
pay, and Contractor shall receive therefore compensation in a total sum not to exceed $94,993. Contractor
shall be eligible for compensation installments after completion of milestone Tasks ‐ as shown in the
attached project schedule (ATTACHMENT B).
5. INSURANCE. Contractor shall procure and maintain insurance as described in
ATTACHMENT C.
6. CONTRACTOR’S OBLIGATIONS. For and in consideration of the payments and agreements
hereinbefore mentioned to be made and performed by City, Contractor agrees with City to do everything
required by this Agreement and the said specifications.
7. AMENDMENTS. Any amendment, modification or variation from the terms of this
Agreement shall be in writing and shall be effective only upon approval by the City Manager.
8. COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No
oral agreement, understanding or representation not reduced to writing and specifically incorporated herein
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City of San Luis Obispo Climate Action Plan
2/4/2019 p. 2
shall be of any force or effect, nor shall any such oral agreement, understanding or representation be binding
upon the parties hereto.
9. NOTICE. All written notices to the parties hereto shall be sent by United States mail,
postage prepaid by registered or certified mail addressed as follows:
City Chris Read
Sustainability Manager
990 Palm Street
San Luis Obispo, CA 93401
Contractor Matt Raimi
Principal/CEO
Raimi + Associates, Inc.
2000 Hearst Avenue, Suite 400
Berkeley, CA 94709
10. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that
everyone executing this agreement on behalf of each party is a person duly authorized and empowered
to execute Agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day
and year first above written.
ATTEST: CITY OF SAN LUIS OBISPO:
By:
City Clerk City Manager
APPROVED AS TO FORM: CONTRACTOR: RAIMI+ ASSOCIATES
By:
City Attorney Matt Raimi
Its: CEO
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City of San Luis Obispo Climate Action Plan
2/4/2019 p. A-1
ATTACHMENT A GENERAL TERMS AND CONDITIONS
CONTRACT PERFORMANCE
1. Ability to Perform. The Contractor warrants that it possesses, or has arranged through
subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry
out and complete the work hereunder in compliance with all federal, state, county, city, and
special district laws, ordinances, and regulations.
2. Standard of Care In providing services under this agreement, the Contractor shall exercise the
same degree of skill and care ordinarily used by other reputable members of Contractors
profession, practicing in the same or similar locality and under similar circumstances. Except as
may be represented in Attachment B: Scope of Work, nothing in this agreement shall be
interpreted to require Contractor to meet any higher standard and this paragraph shall control
over any such contrary provision.
3. Laws to be Observed. The Contractor shall keep itself fully informed of and shall observe and
comply with all applicable state and federal laws and county and City of San Luis Obispo
ordinances, regulations and adopted codes during its performance of the work.
4. Payment of Taxes. The contract prices shall include full compensation for all taxes that the
Contractor is required to pay.
5. Permits and Licenses. The Contractor shall procure all permits and licenses, pay all charges and
fees, and give all notices necessary.
6. Safety Provisions. The Contractor shall conform to the rules and regulations pertaining to safety
established by OSHA and the California Division of Industrial Safety.
7. Public and Employee Safety. Whenever the Contractor’s operations create a condition hazardous
to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect
and maintain such fences, temporary railings, barricades, lights, signs and other devices and take
such other protective measures as are necessary to prevent accidents or damage or injury to the
public and employees.
8. Preservation of City Property. The Contractor shall provide and install suitable safeguards,
approved by the City, to protect City property from injury or damage. If City property is injured or
damaged resulting from the Contractor’s operations, it shall be replaced or restored at the
Contractor’s expense. The facilities shall be replaced or restored to a condition as good as when
the Contractor began work.
9. Immigration Act of 1986. The Contractor warrants on behalf of itself and all subcontractors
engaged for the performance of this work that only persons authorized to work in the United
State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall
be employed in the performance of the work hereunder.
10. Contractor Non‐Discrimination. In the performance of this work, the Contractor agrees that it will
not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in
employment of persons because of age, race, color, sex, national origin or ancestry, sexual
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City of San Luis Obispo Climate Action Plan
2/4/2019 p. A-2
orientation, or religion of such persons.
11. Work Delays. Should the Contractor be obstructed or delayed in the work required to be done
hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire,
earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor
due to federal government restrictions arising out of defense or war programs, then the time of
completion may, at the City’s sole option, be extended for such periods as may be agreed upon
by the City and the Contractor. In the event that there is insufficient time to grant such extensions
prior to the completion date of the contract, the City may, at the time of acceptance of the work,
waive liquidated damages that may have accrued for failure to complete on time, due to any of
the above, after hearing evidence as to the reasons for such delay, and making a finding as to the
causes of same.
12. Payment Terms. The City’s payment terms are 30 days from the receipt of an original invoice and
acceptance by the City of the materials, supplies, equipment, or services provided by the
Contractor
13. Inspection. The Contractor shall furnish City with every reasonable opportunity for City to
ascertain that the services of the Contractor are being performed in accordance with the
requirements and intentions of this contract. All work done, and all materials furnished, if any,
shall be subject to the City’s inspection and approval. The inspection of such work shall not relieve
Contractor of any of its obligations to fulfill its contract requirements.
14. Audit. The City shall have the option of inspecting and/or auditing all records and other written
materials used by Contractor in preparing its invoices to City as a condition precedent to any
payment to Contractor.
15. Interests of Contractor. The Contractor covenants that it presently has no interest, and shall not
acquire any interest—direct, indirect or otherwise—that would conflict in any manner or degree
with the performance of the work hereunder. The Contractor further covenants that, in the
performance of this work, no subcontractor or person having such an interest shall be employed.
The Contractor certifies that no one who has or will have any financial interest in performing this
work is an officer or employee of the City. It is hereby expressly agreed that, in the performance
of the work hereunder, the Contractor shall at all times be deemed an independent contractor
and not an agent or employee of the City.
16. Hold Harmless and Indemnification. Contractor agrees to defend, indemnify, protect and hold
the City and its agents, officers and employees harmless from and against any and all claims
asserted or liability established for damages or injuries to any person or property, including injury
to Contractor's employees, agents or officers to the extent that they arise out of, pertain to, or
relate to the negligence, recklessness, or willful misconduct of Contractor, and its agents, officers
or employees, in the performance of all obligations under this Agreement; provided, however,
that Contractor's duty to indemnify and hold harmless shall not include any claims or liability
arising from the established sole or active negligence or willful misconduct of the City, its agents,
officers or employees. In no event shall the cost to defend charged to Contractor exceed
Contractor’s proportionate percentage of fault. However, notwithstanding the previous sentence,
in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy
or dissolution of the business, Contractor shall meet and confer with other parties regarding
unpaid defense costs.”
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17. Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise dispose of
the contract, or its right, title or interest, or its power to execute such a contract to any individual
or business entity of any kind without the previous written consent of the City.
18. Termination for Convenience. The City may terminate all or part of this Agreement for any or no
reason at any time by giving 30 days written notice to Contractor. Should the City terminate this
Agreement for convenience, the City shall be liable as follows: (a) for standard or off‐the‐shelf
products, a reasonable restocking charge not to exceed ten (10) percent of the total purchase
price; (b) for custom products, the less of a reasonable price for the raw materials, components
work in progress and any finished units on hand or the price per unit reflected on this Agreement.
For termination of any services pursuant to this Agreement, the City’s liability will be the lesser of
a reasonable price for the services rendered prior to termination, or the price for the services
reflected on this Agreement. Upon termination notice from the City, Contractor must, unless
otherwise directed, cease work and follow the City’s directions as to work in progress and finished
goods.
19. Termination. If, during the term of the contract, the City determines that the Contractor is not
faithfully abiding by any term or condition contained herein, the City may notify the Contractor in
writing of such defect or failure to perform. This notice must give the Contractor a 10 (ten)
calendar day notice of time thereafter in which to perform said work or cure the deficiency.
If the Contractor has not performed the work or cured the deficiency within the ten days specified
in the notice, such shall constitute a breach of the contract and the City may terminate the
contract immediately by written notice to the Contractor to said effect. Thereafter, neither party
shall have any further duties, obligations, responsibilities, or rights under the contract except,
however, any and all obligations of the Contractor’s surety shall remain in full force and effect,
and shall not be extinguished, reduced, or in any manner waived by the terminations thereof.
In said event, the Contractor shall be entitled to the reasonable value of its services performed
from the beginning date in which the breach occurs up to the day it received the City’s Notice of
Termination, minus any offset from such payment representing the City’s damages from such
breach. “Reasonable value” includes fees or charges for goods or services as of the last milestone
or task satisfactorily delivered or completed by the Contractor as may be set forth in the
Agreement payment schedule; compensation for any other work, services or goods performed or
provided by the Contractor shall be based solely on the City’s assessment of the value of the work‐
in‐progress in completing the overall work scope.
The City reserves the right to delay any such payment until completion or confirmed
abandonment of the project, as may be determined in the City’s sole discretion, so as to permit a
full and complete accounting of costs. In no event, however, shall the Contractor be entitled to
receive in excess of the compensation quoted in its proposal.
20. Ownership of Materials. All original drawings, plan documents and other materials prepared by
or in possession of the Contractor as part of the work or services under these specifications shall
become the permanent property of the City and shall be delivered to the City upon demand. The
City assumes all liability for any changes to these materials made after completion of these
services.
21. Release of Reports and Information. Any reports, information, data, or other material given to,
prepared by or assembled by the Contractor as part of the work or services under these
specifications shall be the property of the City and shall not be made available to any individual
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or organization by the Contractor without the prior written approval of the City that the City will
reasonably provide.
22. Copies of Reports and Information. If the City requests additional copies of reports, drawings,
specifications, or any other material in addition to what the Contractor is required to furnish in
limited quantities as part of the work or services under these specifications, the Contractor shall
provide such additional copies as are requested, and City shall compensate the Contractor for the
costs of duplicating of such copies at the Contractor's direct expense.
23. Required Deliverable Products. The Contractor will be required to provide:
a. One print‐ready and one digital‐ready original .pdf of all final documents.
b. Corresponding computer files compatible with the following programs whenever possible
unless otherwise directed by the project manager:
Word Processing: MS Word
Spreadsheets: MS Excel
Desktop Publishing: InDesign
Virtual Models: Sketch Up
Digital Maps: Geodatabase shape files in
State Plan Coordinate System as
specified by City GIS staff
c. City staff will review any documents or materials provided by the Contractor and, where
necessary, the Contractor will be required to respond to staff comments and make such
changes as deemed appropriate.
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ATTACHMENT B. SCOPE OF WORK
The following is Raimi + Associates (R+A) team’s scope of work for the San Luis Obispo Climate Action
Plan. The roles and responsibilities of the firms included on the R+A team are as follows:
• Raimi + Associates: Project management; building and sequestration pathways; Climate Action
Plan development; and community outreach and participation.
• DNV GL: Carbon-free energy and building pathways
• Fehr & Peers: Transportation pathway
• R3: Zero waste pathway
The scope of work as presented is flexible and may be modified in cases where R+A and the City agree
on the modification. Pending agreement between R+A and the City, budget may also be moved across
tasks to best serve staff and City needs.
Task 1. Project Orientation and Management
Task 1.1: Project Kick-Off Meeting
The R+A team will hold a full-day kick-off meeting to initiate the project. This meeting may include an
overall team meeting, one-on-one topic-specific meetings with City staff, meetings with the Green Team
and SLO Climate Coalition Task Force and if appropriate, a tour of the City sustainability projects.
Task 1.2: Project Coordination and Administration
R+A will coordinate with the City throughout the project. This will include bi-weekly meetings facilitated
by the project team and “informal” communication via email and phone. At a minimum, the meetings
will be used to assess progress, discuss upcoming deliverables, and where appropriate, identify
assignments for City staff. R+A will prepare monthly invoices and progress reports for the project that
will summarize the number of hours spent by task and activities by task.
Deliverables
• Agenda and meeting notes from project kick-off meeting; kick-off meeting attendance and
participation
• Agendas and meeting minutes for bi-weekly check-ins
• Monthly written progress reports and invoices
Task 2. Review of Inventory, Forecast, and Decarbonization Approach
During this task, the R+A team will review the existing greenhouse gas inventory and forecast, and
assess the City’s proposed decarbonization approach. First, the R+A team will review the City’s
community greenhouse gas emissions inventories, activity data, and forecasts used to develop the 2005
and 2016 greenhouse gas inventories. This review will help familiarize our team with the City’s emissions
profile, identify ways to convey the profile to the community, and assess whether or not emissions
sources should be included or excluded from the citywide targets. Should the inventory be deemed
insufficient or inaccurate, R+A will advise the City on methods for making the inventory consistent with
established protocols.
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The second portion of this task will focus on reviewing the City’s decarbonization approach. The City has
identified five pillars for carbon neutrality: carbon-free electricity, decarbonized buildings, decarbonized
transportation, zero waste, and carbon sequestration. These pillars generally align with best practices
for carbon neutral cities, with the addition of sequestration.
Working with the City, we will confirm whether these pillars make sense for the City and recommend
any adjustments if necessary. As part of this review, we will also map the relationships between the five
pillars and the greenhouse gas emissions sources in the City. This will help link the quantitative goals for
each pillar (defined in Task 4) to the greenhouse gas emissions and activity data.
The analysis of the greenhouse gas inventory, forecast, and decarbonization approach will be
summarized in a memorandum for staff review.
Deliverables
Draft and final memo summarizing the review of the inventory, forecasts, and decarbonization
approach.
Task 3. 2019-21 Financial Plan Integration
The R+A team will advise the City on strategic opportunities to incorporate foundational, climate action
into the City’s Financial Plan. Our work will help the City define specific work programs for the next two
years and may include actions that support inter-departmental collaboration, employee training, and
program implementation, such as zero net buildings, community choice energy roll-out, or similar.
Deliverables
Collaboration on the Climate Action Major City Goal work plan and budget.
Task 4. Carbon Neutral Pathways
Task 4.1: Strategy Consolidation, Evaluation, and Gap Analysis
Working with City staff, the R+A team will consolidate existing greenhouse gas reduction strategies and
programs into a single spreadsheet-based tool. We will organize the programs by pillar, incorporating
information about program responsibility, coordinating departments, existing objectives and targets,
and key metrics. This information will form the basis for the following analysis.
Once consolidated into a matrix, the R+A team will develop a simple, criteria-based tool to evaluate the
effectiveness of existing CAP measures. Criteria may include: measure effectiveness, status of measure
implementation, cost, and co-benefits of the actions. This information will help our team begin to
answer questions, such as what is legally, technically, economically, socially, and politically possible. Due
to the fact that City staff has an intimate knowledge of its policies and programs, R+A will need
assistance from staff to complete this task.
Once complete, the R+A team will review the policy framework, identify gaps, and recommend
additional measures that the City can take to reduce emissions and adapt to climate change. The
additional, proven strategies for greenhouse gas emissions reduction will come from many sources,
including the Carbon Neutral Cities Alliance, the US Conference of Mayors Best Practices for Climate
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Protection, Carbon-Free City Handbook, CoolCalifornia.org, and our experience developing CAPs for
local governments. In particular, we will draw from best practices put forth in exemplary CAPs that are
designed to achieve deep greenhouse gas reductions. We will consider programs and policies that are
both wholly within the City and those that are regional in nature, and that would require collaboration
with other jurisdictions and regional organizations.
In addition to City policies and programs, the R+A team will briefly summarize key State and regional
regulations and program that may impact San Luis Obispo. These may include targets for greenhouse
gas emissions from transportation (Sustainable Communities Strategies), Net Zero Energy for new
construction, CalGreen, and similar.
Task 4.2: Scenario Analysis
Organized around the pillars and incorporating the City’s existing strategies and programs, the R+A team
will develop greenhouse gas reduction scenarios. The scenarios will test a range of outcomes and
quantitative goals, evaluate reductions within and between the pillar strategies, and highlight tradeoffs
with respect to greenhouse gas reduction potential, economic impacts and opportunities, climate
change resiliency benefits, and social equity implications.
By developing multiple scenarios, our team will bring more context and information around the types of
strategies and programs/actions that might go into each scenario, and to utilize this information in the
outreach and decision-making process.
Task 4.3: Carbon Neutral Pathways
After completing the scenario analysis and using those scenarios in the engagement, our team will refine
and quantify the viable route (or routes) to carbon neutrality. Each pathway will contain the following:
• A quantitative goal for each pillar.
• Longer-term strategic approach and guiding vision for each pillar.
• Short-term work plans for City staff, SLO Climate Coalition Task Force, and the business
community.
Each team member will be responsible for different pillars, as defined below. R+A will be responsible for
consolidating the final pathways.
• Carbon-free energy – DNV GL
• Buildings – DNV GL, with support from R+A
• Transportation – Fehr & Peers, with support from R+A
• Zero waste – R3
• Sequestration – R+A
R+A will work closely with the City of San Luis Obispo and, if appropriate, key community-based
organizations to develop a tool to assess equity considerations in the carbon neutral pathways. This tool
may include high-level goals for equity, equity metrics, and a series of criteria to evaluate strategies and
action related to the overall equity goals. This tool may focus on considerations, such as engagement
and empowerment, local capacity building and collaborative partnerships, transformative actions,
accessibility and distribution of benefits, and burdens of climate action or inaction.
Deliverables
Matrix of City strategies and programs/actions
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Matrix / workbooks in Microsoft Excel of greenhouse gas reduction scenarios
Admin, Public, and Final Report on Carbon Neutral Pathways including long term strategic
approaches and short-term work plans as described above
Task 5. Climate Action Plan
Task 5.1: Climate Action Plan Scoping
The SLO Climate Action Plan should strike a balance between being a technical document that is used on
a day-to-day basis by City staff and elected and appointed officials to guide decision-making, and a
visionary document used by the general public to understand the long-term vision and direction of a
community.
Through a series of discussions with the City, and other stakeholders as appropriate, R+A will facilitate a
design and decision-making process to scope the Climate Action Plan. Key questions include:
• What are the primary purposes of the Climate Action Plan?
• Who are the primary users of the Climate Action Plan? Secondary users?
• How do you anticipate using the Climate Action Plan, if at all?
• Is it a living document? If so, what content changes do you anticipate over time? Who will make
those changes?
• What are the most critical components of the Climate Action Plan (e.g., inventories, pathways,
community engagement summaries, etc.)?
Once we narrow down these issues, we can define the format of the document, including whether the
Climate Action Plan is web-based, print, or a combination of both.
Task 5.2: Climate Action Plan
Building on the community engagement, carbon neutral pathways, scenario analysis, and the Climate
Action Plan scoping, R+A will prepare a Climate Action Plan for the City. In any format, special attention
will be paid to the design of the Climate Action Plan. While data-driven, the Plan will use good practices
in information design to be accessible and understandable to the widest array of users. R+A will work
with City staff to ensure the Climate Action Plan is usable by key audiences.
As determined in Task 5.1, the Climate Action Plan may include, but is not limited to:
• Quantitative goals for each pillar and tracking metrics.
• The vision and strategic approach for each pillar.
• Recent accomplishments and implementation actions related to climate and sustainability
efforts.
• Resident or businesses to programs and actions that reduce greenhouse gas emissions and
increase community resiliency.
• Connections from the Climate Action Plan to broader City policy goals related to community
health, housing, or parks and open space
R+A will prepare three versions of the Climate Action Plan, including an Administrative Draft, Public
Draft, and Final Climate Action Plans. The City and the SLO Climate Coalition should review each version
of the Climate Action Plan and provide one consolidated set of comments on each draft.
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Task 5.3: City Council Meetings
R+A will participate in up to 2 meetings with the City Council adoption hearings. We will prepare
materials for City meetings, which may include a brief PPT presentation (15 slides or less), staff report
text and attachments, or other background materials as necessary.
Deliverables
Outline of the Climate Action Plan reflecting agreed upon CAP format and scope as described in 5.1
Administrative, Public, and Final Climate Action Plan
Peer Review Memo of CEQA Compliance documentation
Preparation for and attendance at two City Council meetings for CAP adoption.
Task 6. Community Outreach and Facilitation
Task 6.1: Community Engagement Plan
Working closely with the City, R+A will prepare a Community Engagement Plan that identifies outreach
objectives and measures of success, key steps of the process, meetings and workshops for the project,
proposed outreach activities, and stakeholders. It will include a clear one-page schedule that
communicates the sequencing of engagement activities.
The Community Engagement Plan will focus on building processes for enduring engagement, with a
focus on capacity building for staff and for the SLO Climate Coalition. The Plan will also identify diverse
stakeholders in the City and map out a process for how they will be engaged in the process and
activated for implementation. These may include the business groups and associations, neighborhood
associations, SLO Climate Coalition Task Force, regional agencies, and City decision-making bodies.
Engagement is anticipated to include the SLO Climate Solutions Series, stakeholder meetings,
workshops, surveys, and pop-ups, and/or other creative solutions for community participation and
activation.
Task 6.2: Community Engagement Activities
Based on the Community Engagement Plan, R+A will provide support in the execution of engagement
activities and events. This will include meeting scoping, material preparation, and facilitation as
appropriate. The specifics of this task will be identified during the development of the Community
Engagement Plan. As part of the Community Engagement Plan, R+A will identify the type of support
(e.g., material preparation, attendance, facilitation, etc.) to be provided for each event in a form
consistent with the allocated budget.
Deliverables
Administrative Draft and Final Community Engagement Plan
Meeting attendance, facilitation, and material development as identified in the Community
Engagement Plan
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Task 7. CAP Implementation Costs, Funding, and Financing
The City will coordinate work between HIP Investors/USDN and R+A. R+A support Task 7 by clearly
communicating costs, funding and financing needs, as well as supporting City staff in providing measure
details from relevant tasks (e.g., 4.3 and 5.2) to HIP Investors.
Deliverables
No deliverables
Assumptions and Data Needs
The following are the scope and budget assumptions for the project.
• The level of effort for each task is limited to the general number of hours for each task listed in
the budget spreadsheet. R+A may reallocate hours between tasks if individual tasks are
completed in less time than anticipated.
• All data and information provided by the City will be assumed to be correct and up-to-date. The
consultant team is not responsible for out-of-date or inaccurate information.
• All technical studies that the team will prepare are identified in the scope of work. Any studies,
tasks, deliverables or reports not specifically identified are assumed to be not included.
• City review time for workshop materials and meeting materials will be approximately 1 week.
City review of major products will be between two and four weeks, depending on the product
and other responsible of City staff. All comments will be provided as a single set of non-
conflicting and actionable comments.
• 2016 City of San Luis Obispo (City) tonnage data, broken out by material stream (garbage,
recycling, organics) and by sector (single family, multi-family, commercial, industrial and/or roll-
off)
• Current subscription level data for all customers, including the container sizes, material types,
and frequency of pickup for each subscriber
• Franchise Agreement with San Luis Garbage and any contract amendments
• Tracking data for City diversion programs and policies, if available
• Waste characterization data specific to the City, if available
• Any other information the City would like to contribute to this effort
• Opportunity to discuss current waste diversion programs and performance with City staff and
waste hauler
• Opportunity to request additional data from City staff to further support Zero Waste pathway
development
• We assume City staff will provide documentation describing the baseline (from which the net
zero GHG emissions is based) year and 2035 VMT estimates and service population for the City
of San Luis Obispo. Documentation should clearly describe the travel model inputs, VMT
accounting methods used to prepare the VMT estimates, method of conversion from daily to
annual VMT, and conversion of VMT to GHG emissions.
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San Luis Obispo Climate Action PlanMAJOR DELIVERABLESNovemberOctoberSeptemberAugustJulyJuneMayAprilMarchFebruaryTASK 1: PROJECT ORIENTATION AND MANAGEMENT TASK 2: REVIEW OF INVENTORY, FORECAST, AND DECARBONIZATION APPROACHTASK 3: 2019‐21 FINANCIAL PLAN INTEGRATIONTASK 4: CARBON NEUTRAL PATHWAYSTASK 5: CLIMATE ACTION PLANTASK6: COMMUNITY OUTREACH AND FACILITATION TASK 7: CAP IMPLEMENTATION COSTS, FUNDING, AND FINANCING City Review PeriodGreenhouse Gas ScenariosMeetingAdmin Draft Climate Action PlanFinal Draft CarbonNeutral PathwaysMajor DeliverableKick‐Off MeetingStakeholder MeetingsFinal Climate Action PlanAdmin Draft CarbonNeutral PathwaysCity Council HearingsReview MemoMatrixof ProgramsEngagement PlanWorkshop #1 and Pop‐UpsWorkshop #2, Pop‐Ups, and SurveyWorkshop #3p. B-7City of San Luis ObispoClimate Action Plan2/4/2019Packet Pg. 127Item 14
Raimi + Associates Budget EstimateHours per Task Principal Intermediate Planner Planner/ Designer Clerical/ Intern Principal Consultant Senior Consultant Consultant Principal Associate Senior Planner Support / Graphics Principal Senior Project Analyst Project Analyst Labor Cost Per Task Task 1. Project Orientation and Management 12 20 10 2$7,070 Task 2. Review of Inventory, Forecast, and Decarbonization Approach 12 16 2 2$5,880 Task 3. 2019‐21 Financial Plan Integration12 $2,700 Task 4. Carbon Neutral Pathways24 64 8 20 12 8 24 8 4 4 24 36 $42,020 Task 5. Climate Action Plan24 40 40 10$18,500 Task 6. Community Outreach and Facilitation 30 30 8$12,930 Task 7. CAP Implementation Costs, Funding, and Financing $0 Subtotal 114 170 40 10 30 22 12 8 24 8 4 4 24 36 $89,100 Total Hours114 170 40 10 30 22 12 8 24 8 4 4 24 36 Billing Rate$225 $150 $125 $95 $210 $180 $160 $295 $230 $185 $135 $215 $160 $145 Labor Cost$25,650 $25,500 $5,000 $950 $6,300 $3,960 $1,920 $2,360 $5,520 $1,480 $540 $860 $3,840 $5,220 Total Firm Labor Cost $57,100 $12,180 $9,900 $9,920 EXPENSES Mileage and Travel Expenses1,940$ Workshop Expenses Project/Sub Management (7%)2,240$ Office Expenses (Phone, Fax, Copies, etc.)1,713$ Total Expenses5,893$ ‐ ‐ ‐ TOTAL PER FIRM $62,993 $12,180 $9,900 $9,920 GRAND TOTAL$94,993 Raimi + AssociatesR3Fehr & PeersDNV‐GLp. B-8City of San Luis ObispoClimate Action Plan2/4/2019Packet Pg. 128Item 14
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ATTACHMENT C: INSURANCE REQUIREMENTS
Consultant Services
The Contractor shall procure and maintain for the duration of the contract insurance against claims for
injuries to persons or damages to property which may arise from or in connection with the performance
of the work hereunder by the Contractor, its agents, representatives, employees or subcontractors.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1
(any auto).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability
Insurance.
4. Errors and Omissions Liability insurance as appropriate to the contractor’s profession.
Minimum Limits of Insurance. Contractor shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property
damage. If Commercial General Liability or other form with a general aggregate limit is used,
either the general aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
4. Errors and Omissions Liability: $1,000,000 per occurrence.
Deductibles and Self‐Insured Retentions. Any deductibles or self‐insured retentions must be declared to
and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such
deductibles or self‐insured retentions as respects the City, its officers, officials, employees and volunteers;
or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be
endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as
respects: liability arising out of activities performed by or on behalf of the Contractor; products
and completed operations of the Contractor; premises owned, occupied or used by the
Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage
shall contain no special limitations on the scope of protection afforded to the City, its officers,
official, employees, agents or volunteers.
For any claims related to this project, the Contractor's insurance coverage shall be primary insurance
as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self‐
insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be
excess of the Contractor's insurance and shall not contribute with it.
2. The Contractor's insurance shall apply separately to each insured against whom claim is made or
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suit is brought, except with respect to the limits of the insurer's liability.
3. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be
suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty
(30) days' prior written notice by certified mail, return receipt requested, has been given to the
City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no
less than A:VII.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage. Original endorsements effecting general liability and
automobile liability coverage required by this clause must also be provided. The endorsements are to be
signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be
received and approved by the City before work commences.
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