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HomeMy WebLinkAboutRESPONSE - RFP - 8362 CLIMATE ACTION PLAN CONSULTANTClimate Economy Action Plan Proposal to City of Fort Collins 1 September 5, 2016 City of Fort Collins' Purchasing Division 215 North Mason St., 2nd floor Fort Collins, Colorado 80524 Response to RFP - 8362 Climate Economy Action Plan Consultant Dear City of Fort Collins' Purchasing Division, Natural Capitalism Solutions (NCS) and Integral Group are pleased to submit our proposal to develop the City of Fort Collins Climate Economy Action Plan. Based in neighboring Longmont and having extensive experience leading the development of sustainability plans and implementation throughout Colorado, our team is excited to have the opportunity to work where we live and play. The team at Natural Capitalism Solutions has led the field of sustainability and climate action for over thirty-five years and has been recognized as a leader by numerous governments and cities locally to globally, as well as institutions from the US Army to the United Nations. Having developed many of the processes and guiding frameworks now accepted in the field, including pioneering the business case for sustainability and climate action, we offer both a deep level of understanding regarding the local landscape and key stakeholders, as well as sustainability expertise unique to this region and an intimate understanding of business engagement, development and strategic partnerships. A woman-run 501(c)3 non-profit, NCS is accustomed to working with organizations and communities big and small around the globe to develop plans and tools for implementing genuine sustainability specific to the place and people. Our senior leadership will be involved throughout the project to better tailor the final Climate Economy Action Plan according to the unique challenges and opportunities in Fort Collins. Together with Integral Group and our business engagement toolkit partner Climate Smart, our team brings the City of Fort Collins deep experience in all aspects of climate mitigation, and decades of experience working on sustainability issues with both private and public sectors in tandem. This is complimented by extensive experience in building the business case for climate action, as well as direct engagement and strategic consulting for small to large companies. In addition to strong leadership development and the implementation and rolling out of sustainable standards and certification programs, our team also provides strategic expertise in financing carbon reduction strategies. Collectively we deliver a unique skill set that combines leadership in planning, evaluation, and strategy, with strong technical knowledge in energy, water, waste, recycling, transportation, the economy and built environment. We have assessed and developed hundreds of sustainability and climate action plans, programs and tools, while implementing performance-based frameworks to effectively guide decision-making on the ground for more resilient and equitable communities. Few teams can match the breadth of knowledge, depth of technical expertise, and demonstrated successful project execution, including dealing with unexpected and significant changes in circumstances during project execution. We have a track record for successfully delivering projects that exceed expectations on time and within budget. Upon reviewing our proposal, we hope you will share our belief that we are the most qualified partner to help develop a strategy and five-year action plan to execute the “Climate Economy” in Fort Collins. We look forward to bringing our unique combination of experience, leadership, and road tested frameworks and tools to help Fort Collins create an effective and actionable climate economy plan. Thank you and we look forward to discussing our approach with you in more detail. Climate Economy Action Plan Proposal to City of Fort Collins 2 About Natural Capitalism Solutions Natural Capitalism Solutions (NCS) is a Colorado based non-profit that helps communities, countries, and companies implement more regenerative practices profitably. Founded by global sustainability pioneer, Hunter Lovins, the organization is an internationally recognized leader in the field of sustainability, named Sustainability Pioneer by the European financial community, and Millennium Hero for the Planet by Time Magazine. With clients representing three percent of U.S. GDP and extensive experience consulting for governments and universities, Natural Capitalism Solutions supports leaders in implementing sustainability to increase savings, manage resources, and enhance community wellbeing. NCS is joint applicant with Integral Group and the project lead for this proposal. Founded in 2002 on the three principles of Natural Capitalism, NCS uses these as the basis for a transition to genuine sustainability. They describe how communities and companies can shift from unsustainable to sustainable, restorative practices. 1. Increasing Efficiency: Dramatically increasing the productivity of resources including energy, water, materials, and people. 2. Designing for Sustainability: Using innovative processes to eliminate waste and toxics, while delivering superior products and services. 3. Managing for Sustainability: Restoring and enhancing natural and human capital resources, while increasing profitability and competitive advantage. Contact: Peter D. Krahenbuhl Phone: 720.684.6580 peter@natcapsolutions.org About Integral Group Integral Group (www.integralgroup.com) is a deep green engineering firm that provides a full range of building system design, sustainability and energy analysis services, as well as larger level master plans that result in sustainable and resilient communities. Located across North America with global affiliates, and staff widely regarded as innovative leaders in their fields, Integral’s expertise in sustainable design runs deep. Integral is designed to accelerate critical change in the built environment, offering an integrated approach to creating systems that enhance opportunities that nature provides to reduce reliance on outside energy sources. Creating healthy and thriving communities, Integral also develops energy master plans at the district and municipality scale and consults on city and institutional planning. This includes integrating micro-grid resiliency, energy integration with water systems, thermal and electrical energy storage, on-site renewable technologies, and ultra-low energy building design. Carrying Net Positive, low carbon and carbon positive design to a larger level requires identifying synergies between buildings and across scaled systems. About Climate Smart Climate Smart provides small- and medium-sized enterprises (SMEs) with training, tools, and certification to profitably reduce GHG emissions generated by their business operations. Climate Smart builds capacity within SMEs by training key staff to develop strategies for ongoing reductions in emissions and associated costs from energy, fuel and waste that create economic as well as environmental benefits. Climate Smart collaborates Climate Economy Action Plan Proposal to City of Fort Collins 3 1) Methods and Approach Project Approach Fort Collins is making great strides with regard to sustainable development at a municipality level, as evidenced by its existing ambitious commitment to reducing Greenhouse Gases and its impressive target of carbon neutrality by 2050, as well as the city’s identification of 31 initiatives for achieving its 2020 carbon reduction goal. Moving beyond its own operations, fleets and facilities, the city is prepared to aggressively pursue additional significant gains based on its influence on land use and energy. This can occur by combining these domains of control with the three areas of economic activity – resource efficiency, infrastructure investment, and innovation – through direct business engagement and partnerships, resulting in a more prosperous, resilient and inclusive “ecological” climate economy. At NCS, our team works with pioneering organizations and communities, similar to Fort Collins, to develop and enhance strategic climate plans with strong economic viability. What sets our team apart is that we only engage in partnerships that promote the implementation of genuine sustainability profitably. NCS is able to provide tangible and actionable steps for organizations and communities in a way that allows them to address climate change today, while empowering them to manage their programs well into the future. A key challenge for Fort Collins, like many communities, is to determine the best and most cost efficient approach to carbon reduction methods that also help grow the local economy, including addressing access to financial mechanisms. In order to address this challenge NCS will work to prioritize partnerships with local businesses that are most cost effective, feasible, and relevant for Fort Collins to be able to reduce GHG emissions, integrate a “climate economy” in all areas, and create a resilient and more prosperous future for the local community. We will be able to leverage our current research developing the national Climate Action Roadmap for municipalities, which will be an online climate action gap analysis across the country, a roadmap white paper, and an open-source grouping of tools and resources for cities to supercharge their climate economy. The beta site is available at www.climateactionroadmap.org. Our team has reviewed the Request for Proposal (RFP) and related documents provided by Fort Collins and have developed a method for achieving the City’s desired outcomes for a five year Climate Economy Action Plan with an eye to 2030, including enhanced business engagement. We have the good fortune of extensive past leadership experience working directly with the private sector in addressing climate change and sustainability challenges, as well as working with and through numerous municipality and larger institutional partners. We will build upon existing data, research, baselines, industry trends, business engagement and partnerships within Fort Collins and beyond, as well as tapping into our own expertise, resources, and continued research in the areas identified in the RFP and this proposal. Because we have not worked with Fort Collins directly on its existing sustainability and climate plans and reports, our team is able to approach this project with fresh, objective eyes that include decades of national leadership experience in this arena, yet being based locally, providing us with an intimate understanding of Colorado urban and rural areas. Our approach is informed by decades of experience developing and evaluating municipality and organizational sustainability and climate action plans, as well as furthering sustainability with communities, businesses, and organizations alike through direct implementation support. A key component of our approach is how we build both from the Climate Economy Action Plan Proposal to City of Fort Collins 4 It is assumed that the project will be a collaboration between our team with City staff and key business and community stakeholders, and we have extensive experience in coordinating and reviewing process and progress throughout project lifecycles. It is understood that we will be expected to participate in several types of meetings, and we will provide all relevant team members according to the topic and needs of any particular meeting. We will work to develop an overall strategy for stakeholder involvement in a collaborative process with the City staff at the very beginning of project kickoff as detailed below in the Scope of Work. This includes an initial coordination meeting, progress meetings, key stakeholder meetings, and City Council presentations. The output of this effort will provide Fort Collins with an updated, progressive and actionable climate economy plan that directly engages with the private sector, with a clear picture of how best to invest in and implement the plan to deliver tangible value to the community. The following section details how this will manifest throughout the lifecycle of the project. Business Engagement Process Example of our process engaging with local businesses in order to rapidly achieve carbon reduction strategies and activities Climate Economy Action Plan Proposal to City of Fort Collins 5 Scope of Work Phase 1: STRATEGIC PLANNING As stated in the RFP, it is understood that the overall Goals and Objectives of this initial phase of the project include the following: • Review Existing Plans – Complete a thorough review of the existing Economic Health Strategic Plan, Industry Cluster 2.0 document, Climate Action Plan Framework, Road to 2020 Documents, Energy Policy, and other relevant documents provided by the City • Review Current Climate Economy Research – Prepare a thorough literature review, in a clear and concise format, of the Climate Economy topic within the context of the role of municipalities and economic development entities • Define/Refine the Climate Economy – Using the above literature review, engage with key private sector stakeholders and key City staff to develop a complete definition of the local Climate Economy • Verify and/or Adjust Key Climate Economy Impact Areas – Using the above literature review, engage with key private sector stakeholders and key City staff to verify and/or adjust the four proposed Climate Action impact areas: Business Engagement, Technological Innovation; Capital Access/Development, and Business Adaptation • Climate Economy Metrics – Develop a set of metrics to measure the success of City efforts within each of the proposed Climate Economy impact areas, to be coordinated and integrated into the City’s existing and evolving metrics system The NCS team will work with the City of Fort Collins and the greater business community through the following recommended process and tasks in order to achieve these goals, and overall project goals. Task A) Initial Project Kick-off: Strategic Planning & Goal Setting At the beginning of the project, our team will meet with City of Fort Collins personnel and other recommended stakeholders to discuss project goals, clarify expectations and get general feedback on the desired direction to ensure that the work results in high-quality specifications for the city. During the planning meeting we will also review and identify additional stakeholders that will be instrumental in the creation of key deliverables related to the development of the plan. During this meeting we will develop and agree to the project schedule, as well as overall objectives, deliverables and communications protocol. This will include scheduling project check-ins, addressing scope considerations, and establishing key relationships, as well as identifying key stakeholders for initial and subsequent follow up interviews. Following the meeting, our team will provide Fort Collins with a complete project work plan including check-ins and updates on key milestones throughout the project. Our team will work to develop an overall strategy for stakeholder involvement and business engagement in a collaborative process with the key City staff. Expected targeted stakeholder meetings include the following at a minimum: ü Initial Coordination Meeting: At this meeting, we will work with the City to finalize a detailed schedule of the project, identify important milestones with target dates, and finalize a detailed scope of services. ü Progress Meetings: Progress meetings will be held periodically throughout the project. These meetings may occur via conference call or face-to-face depending on travel schedule, the needs of the particular meeting, and carbon footprint considerations. ü Key Stakeholder Meetings: It is expected that there may be a number of key stakeholder meetings. The final key stakeholder involvement plan will be a collaboration between our team and relevant City staff. Climate Economy Action Plan Proposal to City of Fort Collins 6 Deliverables Summary report (word doc) of kick-off meeting notes, including project development goals Identification of key stakeholders who will assist/participate in key project communications, including stakeholder interviews Draft and revised project work plan and schedule Summary of next steps and scheduled communications, and calendar of topical meetings over time Task B. Interview Key Project Stakeholders At the beginning of the project, the NCS team will work with Fort Collins to identify and meet with key personnel, as well as any relevant working groups or other stakeholders, in order to obtain input on focus areas and goals from various groups that will help to define the trajectory of the project, identify gaps, and/or help to refine outputs and/or process. These may include: ü Key City Staff ü Existing or potential climate and sustainability working groups or stakeholders ü City Council meeting (if applicable); ü Other external agreed upon meetings (e.g. public or business) In addition to reviewing overall project goals and obtaining general information on the current status and needs in Fort Collins, we will also use these meetings to identify information gaps to input into the process that may not otherwise be captured through existing reports or data sources. Assumptions • Identified stakeholders will be available to provide input into agreed interviews • Key staff will assist with the organization and facilitation of events Deliverables Identification of key stakeholders who will assist/participate in interviews; Completion of key project stakeholder interviews Summary report (word doc) of interviews conducted Task C. Assess Current Condition Our team will conduct a thorough analysis of Fort Collins’s current conditions, including relevant baseline data, guidelines, policies and plans. In addition to drawing from our own expertise and taking into account the desires of the City, we will focus on information provided by Fort Collins, while referencing internal research in order to best leverage our recommendations uniquely for Fort Collins. This includes a thorough review of existing plans that are specific to Fort Collins, including the existing Economic Health Strategic Plan, Industry Cluster 2.0 document, Climate Action Plan Framework, Road to 2020 Documents, and other relevant documents to obtain an understanding of context. We will investigate the current status of each key subject area as identified in the RFP and compare existing municipality level initiatives to assess existing plans’ strengths and weaknesses, and form the basis for the formulation of viable recommendations for Fort Collins. Our team partner Integral Group has recently worked with Fort Collins Utility staff on the development of a low carbon district energy plan for the City Hall precinct. Working on this project has given our team insight into Fort Collins’ energy use and emissions factors for downtown buildings. This experience will help us during the initial phases to put much of the existing research into context. The NCS team will analyze other regions, including a review of sustainability plans and best practices from cities of comparable size and demographics. This will include a gap analysis of other leading Climate Economy Action Plan Proposal to City of Fort Collins 7 goals and accomplishments. We will identify comparable best practice efforts in terms of scale and effort, and determine how existing strategies can best be utilized and expanded upon locally. This will build off of existing City of Fort Collins research, as well as our current work developing a national Climate Action Roadmap (www.climateactionroadmap.org) for municipalities that is based on a GAP analysis across the country. This will allow us to apply widely accepted best practices, metrics and methodologies to arrive at a baseline climate economy profile for Fort Collins in key climate economy areas including, but not limited to: energy and buildings, emissions, renewable energy, waste, recycling, transportation, land use, water, air, procurement, economic development, community health and finance. In addition, we will conduct and prepare a thorough literature review, in a clear and concise format, of the Climate Economy topic, with special emphasis on the role of municipalities and economic development entities, as well as financial and capital access issues. Our team proposes a two stream approach to address the question of what cities can do to encourage the development of the climate economy. The two tracks are broadly: (1) What are the ways that cities are “greening” existing traditional businesses to lower their emissions and become more resilient. These could be businesses like restaurants and breweries, retailers, manufacturers, etc. who are - or potentially can be - engaged in energy efficiency and transportation demand management, but usually thought of as “green”. (2) Literature review on how cities have attracted investment in “Green Tech” and new "Green Jobs.” These are businesses and jobs that make products or provide services that lower emissions or contribute positively to the environment. It is our understanding from the RFP that Fort Collins is interested in both greening existing businesses as well as developing a more resilient, climate economy, which we highly encourage. We will build off of our team’s experience researching, reviewing and developing climate action plans and programs across the U.S., in order to support the development of Fort Collins’ Climate Economy Action Plan. This includes having completed research on, and developed relationships with, officials in municipalities locally to across the nation. From this analysis and understanding of current frameworks in various regions, our team has built a database of successful measures and, equally important, measures that towns and cities found to be ineffective. This information will provide a defined path and clear understanding on which to build. Assumptions • NCS team will meet with Fort Collins project manager(s) to identify potential plans and organizations to review • Fort Collins personnel will provide a full set of relevant documents regarding existing information, plans, data, etc. Deliverables Detailed summary report of existing plans reviewed, including recommendations for improvement in measuring and monitoring key performance indicators (KPIs) Summary of Climate Economy literature review, with a special emphasis on the role of municipalities and economic development entities, as well as considerations around finance and capital access development Baseline summary of the City’s climate economy performance Summary report of identified current conditions citywide, as well as potential implications and implementation considerations Climate Economy Action Plan Proposal to City of Fort Collins 8 Task D. Define/Refine the Climate Economy Based on work completed and the outputs from previous tasks, including using the above literature review, our team will engage with key private sector stakeholders and key City staff to develop a complete definition of the local Climate Economy. Our team has decades of leadership experience in this area, including designing a stakeholder process that begins with a researched definition that is then refined with key stakeholder engagement through at least one stakeholder workshop. This will be inclusive of key City staff, municipal and private sector stakeholders Most recently, for example, our leadership team was lead facilitator for Mayor Michael B. Hancock's Sustainable Denver Summit in December 2015, which brought together leaders from business, advocacy groups and other NGOs, municipal government and residents to develop and announce commitments for new and expanded initiatives in 2016. In order to achieve commitments needed to reach Denver’s 2020 Sustainability goals, we facilitated over 130 city stakeholders in the Sustainable Denver Energy Roundtable Track in securing energy and carbon mitigation commitments from all sectors of the Denver Metro area. The goal was to develop a roadmap that will help Denver achieve its ambitious 2020 Community Sustainability Goals. We will build upon proven methods such as this in working with key Fort Collins stakeholder groups. Through this process, we will work with the City of Fort Collins and key private sector stakeholder groups to verify and/or adjust the existing four proposed Climate Economy Impact Areas: (1) Business Engagement – How do we create a culture of collaboration on the climate economy in Fort Collins? How do we develop collective support and governance structures that help businesses of all sizes realize their sustainability goals? (2) Technological Innovation – How do we get affordable green technologies into local business and how do we support local providers of green technology? (3) Capital Access/Development – How do we create financial structures to encourage investment and innovation in the climate economy? (4) Business Adaptation – How do we create businesses that are ready to thrive in a changing climate? How does Fort Collins help to build the collective resilience among local businesses either through technology or stronger social connections and support. As a crucial part of this, our team will work with Fort Collins and key stakeholders to develop Climate Economy Metrics. This will be a set of metrics to measure the success of City efforts within each of the proposed Climate Economy impact areas. These metrics should be coordinated and integrated into the City’s existing and evolving metrics system. The NCS team proposes to use the Business Energy and Emissions Profile (BEEP) tool that is specifically designed for Local Governments to use to engage key members of the business community on these topics. The BEEP creates a dynamic energy, emissions, and waste map that is business and industry focused. This mapping can be done by sector or by business size and helps to improve both engagement and climate economy capacity building programs. The development of a BEEP for fort Collins is a unique legacy and value added service that our team is providing. After the study is complete and the program moves into implementation, Fort Collins will be able to use the BEEP to track progress over time. More information regarding the BEEP tool and our implementation partners, ClimateSmart, is detailed in Climate Economy Action Plan Proposal to City of Fort Collins 9 Deliverables Complete definition of the local Climate Economy based on a shared vision Set of four verified and/or adjusted Climate Action impact areas: Business Engagement, Technological Innovation; Capital Access/Development, and Business Adaptation. Developed set of metrics to measure the success of City efforts within each of the proposed Climate Economy impact areas, as coordinated and integrated into the City’s existing and evolving metrics system. Climate Economy Action Plan Proposal to City of Fort Collins 10 Phase 2: CAPITAL ACCESS/DEVELOPMENT In addition to global leadership in climate mitigation, energy and sustainability advising, the NCS team will utilize our expertise in reviewing, assessing and advising business and municipality level investment, as well as finance/capital access. Our team has also developed and implemented Property Assessed Clean Energy (PACE) financing programs to fund energy efficiency and renewable energy projects. This will result in a thorough review of, and recommendations for financial and capital access tools that are unique to the City of Fort Collins. Additionally, NCS has recently acquired the Colorado Carbon Fund (CCF), and we are working directly with municipalities across Colorado to support local Climate and Community Benefit projects, which can provide non-tax sources of project revenue to cities by being funded through the CCF. We will work with Fort Collins to review opportunities and programs that can be supported by the Colorado Carbon Fund if this is of interest to the city. Task E: Finance Tools Assessment & Recommendations Building on extensive experience in helping both municipalities and businesses finance climate mitigation and sustainability initiatives (the two issues are not mutually exclusive and often complement one another!), our team will lead the review and assessment of existing and available financing tools. The below chart provides a snapshot of a very comprehensive building retrofit financing assessment and recommendations matrix our team completed for another Colorado municipality. Building off of this work, we will collaborate closely with the city’s Climate Economy Advisor, in order to review the existing/available financing tools being used locally, regionally, nationally, and globally to support low carbon infrastructure investment, energy efficiency, and other similar investments. This will include our own research, existing City research and new research. On the business side, we will work with key stakeholders and the city to specifically identify the best financing tools that will have the most impact within Ft. Collins. Our experience in working with businesses to date has Financing Mechanism Brief Description Examples Ease of Implementation Charitable Annuity Fund Non profit establishes an energy efficiency improvement fund. Local investors provide the funding and receive a specified rate of return plus tax write off. Fund then provides financincing for EE improvements Google.org, Princeton Endowment, The Gates Foundation 4 Green Investor Group Group of investors in a pool provide financing for energy efficiency projects The Energy Efficiency Partnership of Greater Washington D.C.; The Clinton Climate Initiative; The Cambridge Energy Alliance 4 Green CD Investment mechanism for Green Projects where a Climate Economy Action Plan Proposal to City of Fort Collins 11 shown us that the largest funding gap exists for businesses that occupy B and C class space. These businesses typically are short on the operating capital required to make improvements to their facilities, even if longer term savings can be demonstrated. Additionally, our team will work closely with the City’s Climate Economy Advisor in order to assess and recommend target financing tools. We will prepare an assessment of the effectiveness and feasibility of the existing/available financing tools, and the final output will include a recommendation of a limited set of financial tools to pursue for immediate use within the community. The assessment will include an estimate of the amount and timing of capital to be leveraged by the tool. In addition, the assessment will provide guidance on implementing the tools in the City and in the community along with a resource guide for each. Tools such as commercial PACE programs, the establishment of local “green banks” or revolving loan funds can help overcome these issues and allow for innovation to occur in markets that are constrained by cash flow. Finally, we will evaluate and align financing tools with City initiatives. Working closely with City staff, our team will prepare a matrix of the recommended financing tools aligning them with the City’s 31 identified initiatives to achieving the 2020 carbon reduction goal and the Climate Action Plan Framework’s suggestions for 2030 programs and projects. The NCS team approaches capital access and development from the perspective that the primary way to get ahead of climate change is to leverage large scale carbon reduction projects. Our belief is that municipalities should not pay one dime of capital expense for clean energy and other climate economy solutions, and in fact they can save money starting month 1 and enjoy significant lifetime savings. How does this work? Our team, including key on-call advisors, will provide deep insight and connectivity to aggregators of numerous energy efficiency and renewable energy solutions. For example, we will explore the blended rate of return that allows delivery of a service contract payment (that includes O&M and the capital lease payment) below the cost of the offset carbon utility payment. Since these entities can fund 100% of the capital expense with investment grade funds with a long enough term, there are opportunities to beat grid parity, often at month one, at no capital expense to the municipality. This allows municipalities to super-size their carbon reduction initiatives at no net cost—the clean energy holy grail! Our team will advise how to do this by working with key partners who can mobilize a multi-disciplinary ecosystem of manufacturers, integrators, contractors, and funding sources to generate immediate economic value and positive environmental impact for large public and private customers. This integrated approach can unlock energy efficiency measures on an unprecedented scale. Assumptions • Fort Collins will provide all of the existing/available financing tools being reviewed/used • The City Climate Economy Advisor and other key staff will be available to review the existing/available financing tools being used locally Deliverables Report of financial tools assessment and recommended target financing tools, including an estimate of the amount and timing of capital to be leveraged by the tool, and guidance on implementing the tools in the City and community along with a resource guide for each Climate Economy Action Plan Proposal to City of Fort Collins 12 Phase 3: BUSINESS ENGAGEMENT/ADAPTATION Fort Collins has taken significant strides to attract, incubate and grow clean energy enterprise, through initiatives such as the Colorado Clean Energy Cluster (CCEC). This includes its success in cross-cutting collaboration as exemplified by the CCEC's "triple helix" model, which has brought together cleantech businesses, Colorado State University and the City of Fort Collins. Additionally, the ClimateWise program has engaged with City businesses to educate and provide carbon reduction program implementation. Most frameworks for district-scale sustainable development look at the economic impacts of social and environmental projects, but fail to recognize or measure the impacts of green economic development. District-scale data allows us to identify the potential impact of helping businesses green their operations. It helps identify the potential impact of key infrastructure projects such as neighbourhood energy utilities and key policy initiatives such as waste bans, as well as design more effective programs for helping businesses collectively reduce their environmental footprints. Given our team’s extensive experience in developing data driven business engagement, carbon measurement/mapping and reduction strategies, including team partner ClimateSmart’s revolutionary Business Energy and Emissions Profile (BEEP), our team proposes to help take these efforts to the next level with data driven metrics that have already been tried, tested and proven successful across multiple municipalities. Climate Smart has worked with over 800 small to medium-sized businesses (SMEs) to help them reduce their GHG footprints, resulting in a unique, aggregated dataset that sheds light on SME emissions. This includes using aggregated data to help eight cities create a projected baseline of their business community emissions. This BEEP – business energy and emissions profile – is a report accompanied by an interactive digital dashboard. Focusing on key industry sectors in the community's economy, a BEEP analysis helps better understand and engage businesses in transitioning to a low-carbon economy. BEEP analysis can be used as a benchmarking tool and planning document to assist communities in GHG emission reduction efforts. BEEP analysis is complementary to existing GHG emissions tracking documents and inventories, community energy and emissions plans, economic development, green business, and other sustainability reports. Building on these tools and our experience in cross cutting collaboration between business, municipalities and universities, our team will review existing Fort Collins efforts and outcomes, as well as engage directly with the business community, while creating an ongoing business engagement strategy, framework and toolkit, as described in the following sections. Climate Economy Action Plan Proposal to City of Fort Collins 13 Task F) Review Existing Business Engagement Efforts Our team will work with City staff to identify and review all existing business engagement efforts prior to beginning work on a proposed Business Engagement Strategy. We recognize that engagement spans beyond education, outreach, and marketing to include: partnerships, alliances, and direct relationships. We will first review the city’s current business engagement efforts. This will include revisiting the city’s goals and objectives for engagement. Does the city want to engage broadly to reach out to as many businesses as possible, or does the city want to be more targeted and try to prioritize businesses that have the greatest opportunities to save significant emissions or are already leaders in the climate economy? All of these goals will result in different engagement outcomes so it is important to review these materials with Fort Collins’ vision of success in mind. Once we have developed consensus on what the business engagement objectives are with Ft. Collin’s staff we can evaluate these efforts effectively and more objectively. Assumptions • All previous engagement efforts will be provided by the city in an organized manner • Fort Collins personnel will be available to assist in reviewing existing business engagement goals and objectives, and refine as needed Deliverables Summary report of all existing business engagement efforts; Recommendations for ongoing business engagement activity Task G) Engage with Key Business Stakeholders Working with City staff, our team will identify key business and private sector stakeholders and conduct a series of engagement events (e.g., focus groups, open houses, etc.) to understand their concerns, challenges, and motivations. During these meetings our team will work with the City to build capacity within SMEs by training key staff to develop strategies for ongoing reductions in emissions and associated costs from energy, fuel and waste that create economic as well as environmental benefits through the Climate Smart program. We will provide identified small- and medium- sized enterprises (SMEs) with training, tools, and certification (if desired by the City) to profitably reduce GHG (greenhouse gas) emissions generated by their business operations. This collaborative approach to engaging SMEs will result in accelerating the reduction of community emissions and associated costs, report on cross-sectoral business climate action, and elevate municipal leadership on sustainability. This includes engaging with the business community to develop a Business Energy and Emissions Profile (BEEP). Through this capacity building process, we will develop a more fully engaged and trained business community, as well as deliver a full BEEP report that doubles as an ongoing management tool beyond the life of this project. In addition to a hard copy report, our team will create a digital BEEP, an interactive web-based dashboard that allows users to deeply explore BEEP data by sector, activity, business size, and geography. A digital BEEP dashboard is an extension of the BEEP report, providing an interactive visualization tool with actionable data that can serve as a foundation for ongoing business engagement plans, measurement and management of ongoing carbon reduction efforts, and other relevant sustainability initiatives. This digital BEEP dashboard provides our partners with evidence-based trends and captivating visuals to engage colleagues, businesses and stakeholders on climate action. Key Climate Economy Action Plan Proposal to City of Fort Collins 14 • Maps can be adjusted to highlight industrial sectors, business activity, and business size; • Customizable with capability to add modules by community, neighborhood, municipality Assumptions • Identified stakeholders will be available to provide input into agreed meetings • Key staff will assist with the invitation, organization and facilitation of events Deliverables Identification of key stakeholders who will assist/participate in interviews; Completion of community stakeholder meetings Summary report (word doc) of interviews conducted Full Beep hard copy Report and interactive digital dashboard Task H) Innovation Summit Planning The NCS team is excited about the possibility to work closely with the City staff to develop a Capital Innovation Track for the City’s upcoming Innovation Summit focused on Climate Action. Our leadership team has organized, managed, delivered and keynoted similar gatherings. As mentioned, this includes the Denver Sustainability Summit Energy track as illustrated in our case studies below, and we (NCS) are about to host the Colorado Carbon Fund re-launch event. We have well-established contacts to aid in attracting national and/or international expertise to the event, including NCS’s own President, L. Hunter Lovins, who is sought after globally to speak at climate action, sustainability, finance and innovation conferences, events and workshops. She will be fully available to support this effort. Assumptions • City staff will be available to provide input and support as needed in developing a Capital Innovation Track to the City’s Climate Action Innovation Summit Deliverables Development of a Capital Innovation Track to the City’s upcoming Climate Action Innovation Summit Task I) Evaluate and Summarize Business Risks of Climate Change Working with local stakeholders and local experts (e.g., CSU, NREL, etc.), our team will evaluate and develop a list of local risk factors from climate change specific to existing industries and businesses in Fort Collins. We have very strong relations at CSU, NREL and other local key stakeholders and we will leverage that, along with decades of work in directly helping the private sector understand and address the many challenges, risks and Climate Economy Action Plan Proposal to City of Fort Collins 15 opportunities around climate change. In addition, utilizing our technical expertise as a Rockefeller 100 Resilient Cities technical advisor, we will coordinate with research partners such as CSU and NREL to define a set of local climate risk factors for businesses over various time horizons. Assumptions • City staff will assist with coordinating local experts Deliverables Development of a a list of local risk factors from Climate Change specific to existing industries and businesses in Fort Collins Task J) Assess Workforce Training/Skills Building Opportunities Along with the business engagement strategy and activity highlighted in Tasks F) and G), we will also assess and evaluate the need for workforce training and skills building. This assessment will consider the demand for new “green” workers needed to meet the 2020 and 2030 GHG emission goals. As mentioned, we believe strongly and have the experience to deliver key, local perspective driven recommendations for developing a transition to a green economy, including workforce training and skills building. While focussing on unique Fort Collins conditions, our own team will bring in a perspective and experience that is uniquely global in this area. Deliverables Green Workforce training/skills building recommendations Task K) Identify New and/or Expanded Business Opportunities In addition to working with the City to identify and help build strategic workforce capacity to meet the impending green economy, we will work with key business and external stakeholders to identify potential new and/or expanded business opportunities related to supporting the community’s GHG emission goals. Our team will build upon global research regarding where opportunities lie for business, with real world, baseline data, such as the derivatives of Climate Smart’s BEEP model. This includes identification of a direct correlation between business carbon reduction activity and profitability, as well as identification of green(er) businesses by and across sectors, including savings and growth opportunities within. Assumptions City staff will assist with identifying and coordinating key business and external stakeholders Deliverables Recommendations around potential new and/or expanded business opportunities related to supporting the community’s GHG emission goals. Climate Economy Action Plan Proposal to City of Fort Collins 16 List of Overall Deliverables In addition to deliverables listed in each task section of the scope of work, the NCS team will support the delivery of a Fort Collins Climate Economy Action Plan and related documents that will clearly articulate the city’s vision, as well as provide a blueprint for achieving its climate economy goals. The plan will be specific and comprehensive, and it will identify and address the key elements of city and business community needs as identified in the RFP and within this proposal. As a part of this, the following reports and management tools will be provided to the City of Fort Collins by the end of the project: Climate Economy Action Plan – Concise Climate Economy Action Plan focused on the refined impact areas developed during the project. The plan will integrate into the City’s overall Climate Action Framework and ongoing efforts to achieve its stated GHG emission reduction goals. The plan will address the following aspects: ü Timeframe: The plan will focus on the timeframe leading up to the 2020 milestone with less detail on the timeline leading to the 2030 milestone. ü Key Sections: To include but not limited to - Definition & Impact Areas, Financing Tools, Funding City Initiatives, Business Risks, Workforce Needs, Business Opportunities, and Metrics. ü Impact Area Strategies: A list of strategies and action steps for each of the four identified and refined impact areas - Business Engagement, Technological Innovation, Capital Access/Development, and Business Adaptation. Implementation Plan – This will include a developing matrix, chart, or table-based implementation plan that includes estimated costs, assignments, and timing related to specific tactics to deliver on the Climate Economy Action Plan. This implementation plan may include the designation of local and regional stakeholders as the owners of specific tasks, and will clearly identify the City’s role on each action item and what entity has the lead. Business Case – We will provide a clear, concise and easily communicated business case for private sector participation in climate action strategies and investment in low carbon infrastructure and/or energy efficiency measures. The case will reflect a clear understanding of business motivations and speak to known issues and concerns in the community (e.g., the fear of increased cost and no net benefit). The case will also be customized to address the unique challenges of specific industries and operational environments (e.g., restaurants, manufacturers, distribution, craft beer, etc.) Business Engagement Strategy – In order to support the success of the Climate Economy Action Plan, a business engagement strategy will also be developed as part of this project. The strategy may provide guidance to departments and key stakeholders. This will include a clear path forward for engagement of a broad-based – in terms of business size and industry – set of business stakeholders, and based on the BEEP toolkit which will be available into the future. Special emphasis will be placed on engagement such as partnerships, alliances, and direct relationships that can enable alignment between the public and private sectors. Business Energy and Emissions Profile (BEEP) Report & Online Dashboard – Our team will provide a Business Energy and Emissions Profile, known as BEEP, which will provide the City of Fort Collins with a baseline of business community emissions in the form of a report accompanied by an interactive digital dashboard. Focusing on key Climate Economy Action Plan Proposal to City of Fort Collins 17 industry sectors in the community's economy, a BEEP analysis helps better understand and engage businesses in transitioning to a low-carbon economy. BEEP analysis can be used as a benchmarking tool and planning document to assist communities in GHG emission reduction efforts. BEEP analysis is complementary to existing GHG emissions tracking documents and inventories, Community Energy and Emissions Plans, economic development, green business, and other sustainability reports. Recently, MIT’s Climate CoLab honored the BEEP with the 2016 Climate CoLab Overall Grand Prize along with both Judges’ Choice and Popular Choice at Large awards in its Smart Zero Carbon Cities competition. A BEEP will provide the City of Fort Collins with: • A snapshot and sector profile of the business emissions within the community by industry sector. • GHG emissions projections by sector and activity (building energy use, transportation, and waste). • Data on the highest emitting industry sectors, pointing to reduction opportunities and projecting potential impact within the local economy. A BEEP serves as the foundation for engagement of local business communities and includes: • Data on motivation for businesses to take on carbon measurement and reduction initiatives (overall and by sector). • Data on reduction strategies implemented by Climate Smart certified businesses (overall and by sector). • Case studies highlighting how businesses in the focus sectors are cost-effectively reducing their emissions. This will result in a robust, comprehensive, yet easy to read and pursue Fort Collins Climate Economy Action Plan, leading the greater Fort Collins community to achieve its carbon neutral and other sustainability goals in a way that is regenerative and supportive of community wellbeing. After the sustainability plan framework has been finalized, NCS will remain available for general assistance and follow-up to the creation of the plan. We believe strongly in the quality of our work and the relationships we build. NCS will remain available and engaged with Fort Collins throughout the implementation of the sustainability plan to ensure success. Climate Economy Action Plan Proposal to City of Fort Collins 18 Sustainability As a 501(c)3 non-profit organization, we are bound by our mission and commitment to helping communities and companies successfully implement regenerative practices. We are not bound by the bottom line, as for profit consulting firms are. That means we can walk the walk in numerous ways that are impenetrable to private sector consultancies. For example, because we are not “owned”, with profits going to individual owners or collective shareholders, all funding is reinvested back into the organization and its mission specific activity. What this means is that we spend significant amounts of (unpaid) time on education, outreach, and direct guidance in helping organizations follow a more sustainable trajectory, decrease their negative and increase their positive impacts. This is why our partners are often so engaged and pleased with our work – we remain when the project is over and don’t just disappear. Our senior team includes NCS founde &, president, and world renowned sustainability pioneer, Hunter Lovins. Hunter spends much of her time guest lecturing and speaking at conferences and universities across the world, resulting in an army of climate and sustainability leaders who then become embedded in some of the leading companies, municipalities and schools across Colorado and the world. Our senior leadership also sit on the Boards of a significant number of non-profit, social enterprise and municipal Boards (e.g. Denver Mayor’s Office Sustainability Advisory Council). On an organizational level, beyond our minimal impact as a small non- profit, our team: ü Recycles nearly everything ü One third of staff drive electric or zero emission vehicles ü We implement a flexible, remote work schedule to minimize transportation, and maximize employee productivity and quality of life ü Maintain primarily electronic database to decrease our material usage ü Maintain strong partnerships and positions with other sustainability initiatives throughout the Colorado community ü As a 501(c) 3, we enable other climate and sustainability initiatives as a fiscal sponsor, which allows us to magnify our impact in ways that we could not do alone In addition to approaching our own internal operations from a regenerative perspective, we also endeavour to implement an integrated bottom line (i.e. beyond triple bottom line) into all of our work as consultants with our community and business partners. And we have developed and/or host numerous initiatives to engage the public in allowing them to reduce negative and increase positive climate impacts, such as the Climate Action Roadmap for municipalities and the Colorado Carbon Fund for all. Climate Economy Action Plan Proposal to City of Fort Collins 19 2) Qualifications & Experience Our Team The Natural Capitalism Solutions / Integral Group team has led the field of sustainability for over thirty-five years. Having developed many of the processes and frameworks now accepted in the field, NCS has helped communities enhance economic livelihoods and quality of life. Team members Hunter Lovins, Peter Krahenbuhl and Bill Becker (key advisor) are internationally recognized experts on sustainability indicators, economic renewal, developing climate resilient communities and helping businesses implement regenerative practices profitably. They have worked with numerous U.S. cities, counties and public entities, to agencies from the UN, Pentagon, Department of Energy, Department of Natural Resources, the European Commission and the Caribbean Secretariat. NCS and Hunter Lovins have advised a wide variety of cities from Los Angeles’ first environmental council to the Mayors of Oakland, Mill Valley, and Pleasanton, CA, the Chief Executive of King County Seattle, to the City staff of San Rafael, and San Leandro CA, and Seattle Washington, the International League of Cities annual conference, the Mayor of Lakewood CO, the County Commissioners of Boulder, CO, legislators of New York State, officials from Des Moines and Fairfield, Iowa, Jacksonville Florida and New York City. A Professor in Sustainable Management, and one of the framers of the sustainability movement, Lovins is frequently asked to advise on clean tech, renewable energy solutions, climate and sustainability plans by governments, universities, corporations and multi- national institutions such as the United Nations. In addition, our team member experts from Integral Group collectively have advised for a wide array of U.S. and global cities, including work on the Washington D.C. Comprehensive Energy Plan, work with Fort Collins Utility staff on the development of a low carbon district energy plan for the City Hall precinct, and recently having successfully completed the development of an Energy System Transformation Project that involved developing climate plans for the cities of Seattle, Minneapolis and Boulder. To compliment this, our team members at Climate Smart have developed the MIT award winning Business Energy and Emissions Profile (BEEP) tool to help communities understand greenhouse gas (GHG) emissions generated by businesses. Focusing on key industry sectors in the community's economy, a BEEP analysis helps better understand and engage businesses in transitioning to a low-carbon economy. By aggregating data (now over 800 businesses), BEEP analysis can be used as a benchmarking tool and planning document to assist communities in GHG emission reduction efforts. Our core project team offers Fort Collins a unique combination of technical expertise alongside strategic evaluation, planning, business engagement and project management support. Climate Economy Action Plan Proposal to City of Fort Collins 20 Highlights of our team’s work include: • Convened the first working group to develop community sustainability indicators, which became the International Sustainability Indicators Network • Created the leading sustainable community toolkit, Local Action for Sustainable Economic Renewal (LASER), which has been implemented in many U.S communities and internationally • Developing a Climate Action Roadmap (CAR) for cities based on best practices GAP analysis reviewed nationally and beyond (beta site here: www.climateactionroadmap.com) • Worked with numerous corporate clients to create strategic sustainability plans and indicators, based on the Global Reporting Initiative (GRI), Industry Working Groups, & stakeholder demands • Washington D.C. Comprehensive Energy Plan; City of Vancouver Green Building Policy Assessment; Tri-city climate action plan project for Seattle, Minneapolis and Boulder. • Developed numerous municipality to national level sustainability and climate action plans • Developed the Mayors Climate Protection Manual for Cities, enabling cities across the nation to deliver on their commitment to the Mayors Climate Protection Agreement • Launched the Presidential Climate Action Project (PCAP), resulting in more than 200 policy and program recommendations to the Obama Administration, many of which have since been adopted • Developed award winning Business Energy and Emissions Profile (BEEP) tool to decarbonize communities through business engagement. In addition to global leadership in climate mitigation, energy and sustainability advising, the NCS team, including our key advisors, has leadership experience in reviewing, assessing and advising business and municipality level investment, as well as finance/capital access. This will allow for a thorough review of, and recommendations for, financial and capital access tools that are unique to the City of Fort Collins. For example, our leadership is or has been directly involved in the following: • Corporate finance, direct and indirect (e.g. modelling revolving sustainability funds) • Municipality financing (e.g. Assessment of building retrofit financing for Boulder County) • Mentor at Unreasonable Institute, an international accelerator for high impact ventures • Founding Board Member at Calvert Group • Founding lecturer at MBA programs with sustainability embedded throughout graduate degree curriculum • Founder of new finance start-up, Change Finance, which aims to be the world’s first truly fossil fuel free investment portfolio • Authors of numerous articles and books on sustainability, finance and impact investing with leading publications • Developed and implemented Property Assessed Clean Energy (PACE) financing programs to fund energy efficiency and renewable energy projects. Additionally, NCS has recently acquired the Colorado Carbon Fund (CCF), and are working directly with municipalities across Colorado to support local Climate and Community Benefit projects, which can provide non-tax sources of project revenue to cities by being funded through the CCF. We will work with Fort Collins to review opportunities and programs that can be supported by the Colorado Carbon Fund if this is of interest to the city. Climate Economy Action Plan Proposal to City of Fort Collins 21 Relevant Experience – Case Studies Cost-Benefit Sustainability Impact Analysis Boulder County, CO Project Summary Natural Capitalism Solutions worked with Boulder County office of sustainability to conduct a review of the county’s sustainability plan, initiatives and goals. The goal of this analysis was to understand which environmental services and infrastructure have been the most effective at reducing environmental impacts (greenhouse gas emissions and other local pollutants) and to identify the social and economic benefits of these programs. Natural Capitalism Solutions reviewed the services and infrastructure, funded by Boulder County, in the areas of agriculture, energy and buildings, transportation, waste, and water. “Having a better understanding of the benefits of our environmental sustainability program is important not only to ensure our tax dollars are well-spent, but to also understanding how to best achieve our environmental goals,” Susie Strife, Boulder County’s Sustainability Coordinator Details The findings of the analysis show that all of the county’s sustainability services provide a suite of environmental, social and economic benefits to the community, but certain programs provided a greater rate of return and/or more cost effective GHG reduction. NCS was able to calculate the specific rate of return for each county program from both a financial, social, and environmental standpoint. Additionally NCS worked with county staff to create tracking and reporting dashboards that will allow staff to monitor progress towards the county’s 2020 sustainability goals. Highlights • For every $1 invested in Boulder County’s sustainability programs, the community receives over $5 worth of benefits. • Overall, residents and businesses receive $37 million in direct savings as a result of sustainability services and another $62 million is reinvested back into the community through infrastructure, jobs, and more disposable income. • The county currently invests an average of $30 to achieve the reduction of one metric ton carbon equivalent. The public output from this project can be seen on the following page. Lea Yancy Community Sustainability Specialist lyancey@bouldercounty.org 720.564.2723 “The study’s rigorous analysis demonstrated that the county is achieving significant environmental, economic and social benefits. It is apparent that work in all the sustainability program areas should continue, but we also have ripe opportunities to improve our existing programs” - County Commissioner Elise Jones. Climate Economy Action Plan Proposal to City of Fort Collins 22 ZERO WASTE Diverted over 76,000 tons of waste annually, enough to fill over 7,000 garbage trucks. ENERGY & BUILDINGS ECONOMIC IMPACT CLIMATE IMPACT SOCIAL IMPACT FOOD & AGRICULTURE WATER TRANSPORTATION Saved enough energy in the last three years to power over 22,000 homes annually. Individuals drive their cars 22% less than other residents in the Central Front Range. Saved enough water to provide drinking water for over 120,687 residents for one year. Over 90% of all crops grown on Boulder County agricultural land ends up in the food system. Sustainability Impact Overview BOULDER COUNTY | COLORADO Created close to 187 full time jobs in the community and reduced utility bills for over 1,000 low-income residents. Reduced greenhouse gas emissions equal to powering 41,000 homes annually. All program results reflect the time frame between 2011 and 2013 For every $1 invested in Boulder County sustainability programs, our community receives $5 worth of benefits. Over $37 million in direct savings to residents and businesses, and another $62 million reinvested into the community. Climate Economy Action Plan Proposal to City of Fort Collins 23 Cost Per GHG Boulder(County( The(cost(to(reduce( one(metric(ton(of( CO2e( $200-400 $21.40 $11.57 $37.46 $125.26 $77.04 $756.86 Residen7al( EnergySmart( PACE( EnergySmart( Low@income( Weatheriza7on( BuildSmart( Zero(Waste( EcoPass( Transit(Service( Buy@ups( Climate Economy Action Plan Proposal to City of Fort Collins 24 City of Vancouver Building Retrofit Strategy Vancouver, BC Integral Group acted as an advisor on the development and validation of the City of Vancouver’s Building Retrofit Strategy. The Retrofit Strategy was developed to support the City of Vancouver’s Greenest City 2020 Action Plan. The strategy includes a set of recommended actions for the City to meet their target of reducing greenhouse gas emissions by 20% by 2020. The emission reductions target required the elimination of 160,000 tonnes of greenhouse gas emissions from buildings over a six year period. This work involved breaking down total emissions by building type, and identifying areas of greatest opportunity for reductions. The emission reduction approach focused on actions that would achieve the largest reductions for the least amount of financial and resource investment. An emissions reduction model was developed to calculate the reductions associated with each proposed action, and test the most effective suite of actions. Actions were categorized into three overarching areas: capacity building, regulation and incentives. An early proposed action was for the City to introduce a mandatory energy benchmarking and reporting requirement, requiring large buildings to report annually to the City on their energy consumption. This foundational policy would provide an accurate accounting of which large buildings are large energy users, and which are relatively efficient and inefficient. Further, the annual reporting will allow the City to measure the improvement in efficiency over time, and track the effectiveness of other actions included in the strategy. Climate Economy Action Plan Proposal to City of Fort Collins 25 Denver Sustainability Summit Denver, CO Mayor Michael B. Hancock's Sustainable Denver Summit in December 2015 brought together leaders from business, advocacy groups and other NGOs, municipal government and residents to develop and announce commitments for new and expanded initiatives in 2016. In order to achieve commitments needed to reach Denver’s 2020 Sustainability goals, the Mayor’s office asked Natural Capitalism Solutions’ Hunter Lovins to facilitate over 130 city stakeholders in the Sustainable Denver Energy Roundtable Track in securing energy and carbon mitigation commitments from all sectors of the Denver Metro area. The goal was to develop a roadmap that will help Denver achieve its ambitious 2020 Community Sustainability Goals based on four tracks for the Summit: • Energy Track: Focusing on issues of energy efficiency, renewable energy, and air quality and greenhouse gas reduction • Water Track: Focusing on both water quantity and water quality, including climate change resilience • Materials Track: Focusing on cradle-to-cradle materials management issues, including environmentally preferable purchasing, recycling, composting and by-product synergy • Mobility Track: Focusing on providing multiple interconnected mobility modes that are cleaner, safer, cheaper and more efficient than the current system The NCS team lead myriad Denver stakeholders through the pre-summit roundtables over two months to develop the commitments and developing roadmaps to achieve the 2020 Sustainability Goals. Jerry Tinianow Chief Sustainability Officer Office of the Mayor | City and County of Denver p: (720) 865-9072 | Jerry.Tinianow@denvergov.org Modeled on the Clinton Global Initiative, the Sustainable Denver Summit resulted in detailed plans and specific commitments for initiatives that will close the gap between where Denver is today and where it has committed to be by the end of 2020. Climate Economy Action Plan Proposal to City of Fort Collins 26 U.S. Army Fort Carson Sustainability Plan Colorado Springs, CO Project Summary: NCS managed the sustainability plan for the leading edge, award-winning sustainability performance activities of the US Army Garrison Fort Carson near Colorado Springs CO. The team provided planning and implementation for the full spectrum of the garrison’s efforts to achieve rigorous sustainability goals by 2027, including 100% sustainable energy, zero solid waste to landfill, minimized hazardous air emissions, 75% reduction in water use, sustainable buildings and land management, 100% sustainable procurement, and development of a sustainable transportation system. Details: The NCS team developed the Fort’s sustainability plan and provided ongoing sustainability expertise for the garrison’s 25,000+ personnel, led community partnership development and implementation, including sustainability metrics and development of a sustainability plan for the surrounding area called the Pikes Peak Area’s model 2030 Sustainability Plan (adopted 2012 – see http://www.ppacg.org/sustainability/aboutregplan), conducted annual garrison/community sustainability conferences and sustainability progress reporting, conducted dozens of community focus groups, and represented the garrison in providing leadership to broader Federal government sustainability efforts. The NCS team contributed to Fort Carson receiving the Secretary of the Army’s “Team” sustainability performance award in 2008, and Fort Carson’s Federal government leadership being highlighted by the National Academies in “Achieving High-Performance Federal Facilities – Strategies and Approaches for Transformational Change,” 2011. Ft. Carson is pursuing some of the most rigorous sustainability goals in the U.S., including: • 100% renewable energy and zero waste and water by 2027 • 40% reduction in vehicle traffic from present levels • All while the Army Post is scheduled to expand by about 50% in the next three years Mary J. Barber Installation Sustainability Resource Officer US Army, Garrison Fort Carson Mary.J.Barber.civ@mail.mil Climate Economy Action Plan Proposal to City of Fort Collins 27 Colorado Mountain College Northwest, CO, NCS & Integral Group Project Summary Colorado Mountain College (CMC) serves 12,000 square miles in north- central Colorado. This beautiful area includes international ski resorts, ranches, wilderness areas and former mining towns. Each year, over 20,000 students take classes at its 11 locations and online. CMC selected Natural Capitalism Solutions (NCS) to help it go carbon neutral as well as to envision, develop, and implement sustainability institutionally. Through this project, Natural Capitalism Solutions conducted a carbon impact and sustainability assessment, followed by creating a Sustainability Action Plan. NCS reviewed CMC’s energy and buildings, transportation, waste, food sourcing, purchasing, grounds, water, and community engagement. Highlights Using onsite and documentation audits around sustainability data, a best practices review of other institutions and stakeholder interviews and surveys, NCS created a Carbon and Sustainability Action Plan Recommendations Report. This set goals and targets related to eight specific program areas, and made recommendations to achieve stated targets, including the following long-term goals: • Carbon neutral by 2050 • Zero Waste by 2050 • Transportation related emissions cut 85% by 2050 • 50% of purchasing sustainably sourced by 2050 (by spend) • 75% of food sustainably sourced by 2050 Peter Waller Facilities Director, Colorado Mountain College pwaller@coloradomtn.edu Climate Economy Action Plan Proposal to City of Fort Collins 28 Municipality Business and Emissions Profiles (BEEPs) Canada, Climate Smart Climate Smart (www.climatesmartbusiness.com) has been working with over 800 small and medium-sized enterprises (SMEs) to help them reduce their GHG footprints since 2007. Since then, we have worked with over 800 businesses and aggregated a unique dataset that sheds light on SME emissions. Climate Smart has developed Business Energy and Emissions Profiles (BEEPs) to help communities understand greenhouse gas (GHG) emissions generated by businesses communities. Focusing on key industry sectors in the community's economy, a BEEP analysis helps better understand and engage businesses in transitioning to a low-carbon economy. BEEP used aggregated data to help eight cities create a projected baseline of their business community emissions and is now being rolled out across North America. BEEP analysis can be used as a benchmarking tool and planning document to assist communities in GHG emission reduction efforts. BEEP analysis is complementary to existing GHG emissions tracking documents and inventories, Community Energy and Emissions Plans, economic development, green business, and other sustainability reports. Recently, MIT’s Climate CoLab honored the BEEP with the 2016 Climate CoLab Overall Grand Prize along with both Judges’ Choice and Popular Choice at Large awards in its Smart Zero Carbon Cities competition. A BEEP provides municipalities with: • A snapshot and sector profile of the business emissions within the community by industry sector. • GHG emissions projections by sector and activity (building energy use, transportation, and waste). • Data on the highest emitting industry sectors, pointing to reduction opportunities and projecting potential impact within the local economy. A BEEP serves as the foundation for engagement of local business communities and includes: • Data on motivation for businesses to take on carbon measurement and reduction initiatives (overall and by sector). • Data on reduction strategies implemented by Climate Smart certified businesses (overall and by sector). • Case studies highlighting how businesses in the focus sectors are cost- effectively reducing their emissions. We have created BEEPs for many Canadian municipalities and neighborhoods to date: City of Surrey, City of Vancouver, City of Victoria, City of New Westminster, City of Port Moody, City of Coquitlam, York Region BEEPs provide municipalities with commercial-sector emissions and energy data and situates SMEs within the context of existing work undertaken around modeling community and neighborhood--level GHG emissions. More specifically, host partners have utilized BEEPs not only to gain a projected baseline of city- wide emissions, but to also gain district or neighborhood-scale data. The City of Vancouver and Vancouver Economic Commission (VEC) are utilizing BEEPs for eco-district or green enterprise zone initiatives rolling out in industrial lands. For the VEC, Climate Smart BEEP data is serving as a planning tool for business engagement within specified districts. Climate Economy Action Plan Proposal to City of Fort Collins 29 District of Columbia – Comprehensive Energy Plan Washington D.C., Integral Group Project Name: District of Columbia – Comprehensive Energy Plan Tags: Building Codes and Policy, Decarbonization, Energy & Emissions Planning and Policy, Modelling Location: District of Columbia, USA. Client: The District of Columbia Department of Energy & Environment. Nature of Work: • Policy, program, and energy system transformation research • Energy and emissions modelling of buildings, energy supply, and transportation sectors • Stakeholder consultation and engagement • Policy and program analysis and recommendation • Final report preparation and presentation Project Summary/Description: Integral Group was retained to develop a Comprehensive Energy Plan (CEP) for the District of Columbia Department of Energy and Environment (DOEE). The CEP must account for all energy use within the city as well as the District’s energy supply, including buildings, transportation, renewable energy, and grid modernization. Working with D.C. staff, Integral developed a methodology to forecast energy and emissions use over time in a customized Excel-based model that DOEE will continue to use beyond the project. The model simulates energy and emissions from buildings and transportation out to 2032 based on various policy and energy infrastructure decisions. The Integral team is now leading the development of communication and engagement materials and sessions intended to effectively communicate the CEP objectives and strategies and offer stakeholders the opportunity to provide input and Integral’s role was recently expanded to conduct deeper analysis into high priority building and renewable policies, including net zero building codes and the design of a renewable portfolio standard that drives renewable energy generation. Value: $240,000 Length Client Contact/ of Relationship: Reference: October Marshal 2015 – Duer-September Balkind 2016 (11 months) Title: Program Analyst, Data and Benchmarking Division Department of Energy and Environment Address: 1200 First St. NE, 5th Floor Washington, DC 20002 Phone number: 202-671- 3042 Email: marshall.duer-balkind@dc.gov URL: doee.dc.gov Climate Economy Action Plan Proposal to City of Fort Collins 30 Carbon Neutral Cities Alliance – Whole Energy Systems Transition Minneapolis, Seattle, Boulder; Integral Group Tags: Building Codes and Policy, Decarbonization, Energy & Emissions Planning and Policy, Modelling Location: Boulder, Colorado Minneapolis, Minnesota Seattle Washington Client: City of Boulder, CO Nature of Work: • Policy, program, and energy system transformation research • Energy and emissions modelling of buildings, energy supply, and transportation sectors • Stakeholder consultation and engagement • Policy and program analysis and recommendation • Final report preparation and presentation • Playbook development and communications Project Summary/Description: Integral Group is leading the development of an Energy Transition strategy for three cities that is designed to be deployed at the neighborhood level. The framework will include guidance on policy, planning and land-use issues, as well as key infrastructure investments that will be required to transition away from fossil fuel use in both buildings and transportation. The project will be focused on three specific neighborhoods in Seattle, WA, Boulder, CO, and Minneapolis, MN. The project also has a pilot component to it that will test the proposed strategies and ground truth the financial modeling done for the project. Final deliverables included three neighborhood-scale energy transformation strategies and a playbook for municipal governments to use to design and implement their own city- or neighborhood-wide energy transformation strategies. Value: $105,000 Length of Relationship: 2016 – Ongoing Brett KenCairn, Senior Environmental Planner City of Boulder P 303-441- 3272 E: KenCairnB@bouldercolorado.gov URL: Climate Economy Action Plan Proposal to City of Fort Collins 31 Building Retrofit Financing Assessment & Recommendations Boulder, CO For this project NCS worked with the City and County of boulder to determine financing options and potential retrofits for reducing the carbon footprint of currently existing buildings and future buildings. This plan determined the financial viability of reducing a significant amount of carbon emissions emitted by private, public, and residential building infrastructure. This project is helping Boulder meet its goals of greenhouse gas reduction in their residential and commercial building sector. Part of this project was developing a strong economic strategy for increasing the efficiency of the buildings and retrofitting them, along with a timeline for implementation. Although a formidable task, this project represents a tremendous opportunity for economic growth and a dramatic reduction in fossil fuel usage and greenhouse gas emissions. Project Timeline: 2010-2011 Revolving Loan Fund – Operating Model Slide 10 Slide 10 Default Borrower Step 3b Borrowers default on $5K Step 3a Borrowers repay $95K Step 4 RLF relends $95K Step 2 RLF loans $100K to borrowers Grantee Revolving Loan Fund ARRA Funds Step 1 Grantee capitalizes $100K RLF using ARRA funds Climate Economy Action Plan Proposal to City of Fort Collins 32 Mayors Climate Protection Manual - National, USA Over 1,060 mayors from around the country, representing nearly 90 million Americans, have signed the Mayors Climate Protection Agreement, initiated in 2005 to align community climate protection goals with those set forth by the international community in the Kyoto Protocol, while urging state and federal governments to do the same. Shortly after in 2006, the Global Energy Center for Community Sustainability (GEC), in partnership with The Johnson Foundation, invited Hunter Lovins to attend the first of four leadership summits focused on Energy and Climate Change. The group tasked NCS to produce this Climate Protection Manual for Cities to provide local governments with the expertise they need to curb their city’s greenhouse gas emissions and enable cities to deliver on their commitment. The resulting Climate Protection Manual for Cities is collaborative, collecting the disparate case studies, best practices, cost/benefit analyses, legislation, technical descriptions and contacts to facilitate Climate action planning and implementation. The collection of resources serves as a comprehensive, freely available how-to manual for cities who commit to reducing GHGs, by enabling climate protection advocates and implementers to access data, articles and each other. Sustainable Cities Best Practices Reports – National, USA The COP21 Paris Climate Conference resulted in an unprecedented global agreement that is unleashing the new solar and low carbon economy. Cities are now racing to be at the top of the green economic pyramid. Those who succeed as early adopters will reap unprecedented financial, sustainability and resiliency related benefits. 353 State lawmakers From 46 states have since pledged to support 100% clean energy by 2050, joining mayors from more than 1,000 cities who have pledged to implement 100% renewable energy. Climate Economy Action Plan Proposal to City of Fort Collins 33 The Cheesecake Factory National Natural Capitalism Solutions was hired to provide thought leadership expertise for The Cheesecake Factory to assist with the goals and governance of its sustainability program, as well as support work to help them build internal capacity for related programs. This included providing energy and building analysis for its portfolio of restaurants (180+), modeling significant energy and water savings annually, with a payback rate high enough to build the case for investing in sustainability over expanding operations. Additional strategic support areas included research, analysis and key recommendations around waste and composting, as well as purchasing, procurement and supply chain sustainability and risk management. Building Sustainability From Scratch Overview Helped the company build its sustainability program from the ground up, including: • Defining its sustainability vision • Iden<fying cost saving opportuni<es • Crea<ng and staffing a formal department • Effec<vely responding to stakeholder demands. Climate Economy Action Plan Proposal to City of Fort Collins 34 6 Proven Track Record of Success Implementing genuine sustainability Climate Economy Action Plan Proposal to City of Fort Collins 35 Project Management & Schedule Our team has managed small to large-scale sustainability evaluation and action plans throughout the U.S., nationally, and globally. We have collaborated successfully with partners, stakeholders, and our clients to complete complex projects on time and within allocated budgets. Through report and project status updates, published schedules, and scope tracking offered by project management tools, Fort Collins staff will have the ability to oversee and monitor key performance metrics as NCS project management staff does. A regular, look-ahead rolling schedule will be maintained and updated on an agreed timeline. This schedule will be reviewed at the status meetings to ensure that Fort Collins and the NCS project team are in agreement on priorities and upcoming deliverables. To ensure a smooth project process, our schedule will be adjusted and finalized with input from Fort Collins staff and stakeholders at a project kickoff meeting. All tasks will be outlined on a work breakdown structure and integrated into the schedule for tracking. At the first project meeting, a roles-and-responsibility matrix will be developed to outline these tasks and support the internal schedules for the NCS team and Fort Collins. We anticipate implementing the project over a period of six to eight months, including additional support timeframe to assist with the beginning stages of implementation. From our experience on past sustainability plans we believe this is a tight, but accomplishable time-frame assuming the project is able to begin as scheduled. Week Project Commecement (Nov. 30) Project Completion (June 30) Project Check-In Meetings Scope of Work Phase 1: Strategic Planning Task A - Initial Project Kick-off: Strategic Planning & Goal Setting Task B - Interview Key Project Stakeholders Task C - Assess Current Condition Task D - Define/Refine the Climate Economy Phase 2: Capital Access/Development Task E - Finance Tools Assessment & Recommendations Phase 3 Business Engagement/Adaptation Task F - Review Existing Business Engagement Efforts Task G - Engage with Key Business Stakeholders Task H -Innovation Summit Planning Task I - Evaluate and Summarize Business Risks of Climate Change Task J - Assess Workforce Training/Skills Building Opportunities Task K - Identify New and/or Expanded Business Opportunities 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 November December January February March April May June 36 3) Key Project Personnel Hunter Lovins, Natural Capitalism Solutions President and Founder Hunter Lovins is the President and Founder of Natural Capitalism Solutions (NCS), a Colorado non-profit. A renowned author and champion of sustainable development for over 35 years, Hunter has consulted on sustainable agriculture, energy, water, security, and climate policies for scores of governments, communities, and companies worldwide. Within the U.S., she has consulted for the Presidential Cabinet, Department of Defense, Environmental Protection Agency, Department of Energy, the cities of Aspen, Basalt, Boulder, Longmont, Boulder County and numerous state and local agencies. Her corporate clients have included Unilever, IFC, Walmart, Royal Dutch Shell and hundreds of small businesses. Named Time Magazine Millennium Hero for the Planet, Hunter has won dozens of awards, including The Right Livelihood Award (Alternative Nobel), the Sustainability Pioneer Award and the Rachel Carson Award. She believes that citizens, communities and companies, working together within the market context, are the most dynamic problem-solving force on the planet. She has devoted herself to building teams that can create and implement practical and affordable solutions to the problems facing us in creating a sustainable future. Hunter has co-authored fifteen books and hundreds of papers, and was featured in the award-winning film, Lovins On the Soft Path. Her best- known book, Natural Capitalism, was released in September 1999. It has been translated into 38 languages and was the subject of a Harvard Business Review summary. Her latest book is The Way Out: Kickstarting Capitalism, published by Farrar, Strauss, Giroux. She was a lead author of LASER: Local Action for Sustainable Economic Renewal. Hunter has taught at numerous universities around the world, and is a Master at the De Tao Academy in Shanghai. Currently she teaches at Bard College for the MBA in Sustainability program. She is a member of the Executive Committee of the Club of Rome, a Distinguished Fellow of the Fowler Center at Case Western Reserve University, and a founder of the international coalition, Leading for Well-being. Hunter is responsible for overall organizational and project management, and will provide key input into financial analysis, forecasting climate economy, and building the business case and engaement. Education § Honorary doctorates from the University of Maine, Kalamazoo, and Northland College § Loyola University School of Law - JD Law § Pitzer College – B.A. Political Science and Sociology Accreditations and Affiliations § Member of the California Bar § Engineers without Borders, Board Member § Carbon Fund, Board Member § Carbon Disclosure Project, Board Member Select Awards § Right Livelihood Award, (1983) § “Hero for the Planet” by Time magazine (2000) § “Green Business Icon” by Newsweek (2005) § Boulder County Women Who Light the Community Award (2010), for outstanding service and leadership § Rachel Carson award (2012) § 2015 Planet Defender Award 37 Peter D. Krahenbuhl, Natural Capitalism Solutions Director of Strategic Partnerships & Consulting, Project Manager Peter is the Head of Partnerships and Consulting at Natural Capitalism Solutions and is the primary project manager. As a global sustainability, business development and communications leader, Peter has nearly 20 years of experience working with the private sector, governmental, and non-governmental organizations to drive innovative sustainability solutions forward. As Co-founder and former President of Sustainable Travel International (STI), Peter helped develop and grow a start-up organization into a global industry leader with outreach in the millions. He has implemented and continues to advise regarding best practices solutions for small to Fortune 500 Companies, destinations and governments. Peter developed several multi-industry firsts as one of the world’s leading experts in integrated bottom line standards and carbon management solutions. He also specializes in strategic planning, organizational management, business, and program development; Stakeholder engagement and network leadership; CSR and public/industry relations, including integrating sustainability into branding, packaging and marketing. Peter has led or advised multiple global sustainability councils and executive level business networks. At the destination level, he has assessed or helped develop regional standards, national sustainable tourism policy and planning activities, and education and training programs, including educating business and community leaders about sustainable development and climate mitigation. His leadership experience extends to working on international community development and conservation projects, being a published author related to sustainability topics and travel, and as a recognized industry and public speaker. Education § Master of Public Affairs, Indiana University, School of Public & Environmental Affairs, [Environmental Policy & Natural Resource Management] § Double B.A., Economics and Environmental Studies, University of California at Santa Barbara (UCSB) Specialties • Strategic planning, positioning and communications • Destination Development & Sustainability Integration • Carbon mitigation and management • Supply chain integration • Global sustainable tourism standards & certification • Stakeholder engagement and communication Select Project Experience § European Commission Sustainable Destination Indicators § Colorado Mountain College Sustainabilty Plan § Global Sustainable Tourism Council (GSTC) Interim Advisory Council, United Nations Foundation – Expert Advisor for GSTC Criteria & Global Accreditation Development § Sustainable Business Practices - national § Caribbean Secretariat Carbon Management Toolkit § Sustainable Destination Development Education – Global § Sustainable standards and eco-certification development – Global § Climate management and mitigation solutions development - Global § Boulder County – Sustainability research support § The Cheesecake Factory - Sustainable Strategy Advisor 38 DAVE RAMSLIE, MSC, LEED AP, Principal, Integral Group Economic, Energy & GHG Analysis and Modeling Team Lead Dave is an internationally acclaimed expert in urban sustainable development. A planner and urban designer by training, Dave has over 15 years of experience in research, design, policy, regulation, and program development. A true practitioner and implementer, Dave has an unparalleled track record of developing comprehensive strategies and transforming them into actions that yield results. His accomplishments have been recognized by awards from The World Green Building Council, the World Wildlife Fund, the Canadian Institute of Planners, and last year he was recognized by the National Resource Defense Council (NRDC) as one of nine global leaders fighting climate change in cities. Dave has the demonstrated ability to convert policy and strategy into real world outcomes. His work with the City of Vancouver alone has led to the development of 5 new campus and district scale energy systems since 2009. He is a global expert on high performance building codes and incentive programs and regularly advises ‘C40 Cities’ (Clinton Climate Initiative Participants) and other international organisations such as s EcoDistricts and the USGBC on energy policy. He specializes in strategic planning and process development with a focus on implementation. Some key Strategic planning projects include The Southeast False Creek Olympic Village Master Plan, The Vancouver International Airport’s Integrated Energy and Resource Plan, and the City of Cambridge Net Zero Emissions plan. He has considerable experience leading engineering and planning teams and providing consulting and project management services to improve the sustainability, livability and economic prosperity of cities. Dave has an excellent analytic and strategic planning skill set, balanced with technical knowledge of land use planning and engagement and renewable energy solutions while working with diverse stakeholder groups. Education • Master of Science in Urban Design, University of Edinburgh • Bachelor of Arts in Economics and International Development University of Guelph Specialties • Resiliency planning • Green building and net zero energy policy development • Zero Waste planning and program design • Building energy benchmarking, reporting, and disclosure programs • District scale sustainability reporting • Governance and management frameworks for sustainability. Select Project Experience • Washington DC Comprehensive Energy Plan • Province of Ontario Building Energy Benchmarking Policy Development • City of Toronto, Global Best Practices Research on Energy Standards • City of Vancouver Green Building Policy Assessment • City of Cambridge Net Zero Emissions Plan • Vancouver Airport Authority Integrated Energy and Resources Plan • City of Burnaby Environmental Sustainability Strategy • City of Victoria Building Energy Benchmarking & Disclosure Project -39- Jeff Hohensee, Natural Capitalism Solutions Vice President, Strategic and Financial Access/Development Jeff rejoined the Natural Capitalism Solutions team in recently to work closely with Hunter Lovins on transforming the global economy. He has been working in business, education and sustainability for over thirty years. Jeff started his career in corporate finance working for Barclays American Business Credit and Fuji Bank subsidiary Heller Financial. He specialized cash management, financial analysis, asset security and negotiations. Jeff left the private sector to teach. He worked as a public school teacher and as an adjunct faculty at Citrus College. Jeff then worked as the Program Director and Education Director at TreePeople where he pioneered work on education, community building and social marketing that touched the lives of millions of people During Jeff’s tenure at TreePeople he led an effort that inspired over one hundred thousand teenagers a year to lead service projects in their neighborhoods. While at TreePeople Jeff also helped the California Department of Education to develop a statewide network for environmental education that included thousands of business, government and nonprofit organizations. Jeff first joined the Natural Capitalism Solutions team in 2007. Under Jeff’s leadership Natural Capitalism Solutions has engaged corporate clients that represent 3% of U.S. GDP and performed strategic work for local, state and federal agencies across the United States. Jeff left NCS to work for the Alliance for Sustainable Colorado to help develop an innovative business model for the transformation of the Alliance Center. While at the Alliance Jeff oversaw the concept design of the Alliance Center renovation that reduced per capita energy consumption by over fifty percent, doubled building owner revenue and increased the appraised value of the building from $6M to $14M. Jeff has a history of developing innovative, profitable business plans, performing clear sighted, multi-dimensional financial analysis, facilitating change management in academic institutions, business, non-profits, and government agencies to internally evaluate effectiveness, of bringing on new board of director initiatives, undertaking and implement strategic planning and organizational development, instigate strategic partnership development and overcome barriers to innovation. Jeff served as a consultant and advisor for numerous organizations including: New Resources Bank, Kashi, Johnson Diversey, Sundance Channel, Sundance Cinema, GoLite, Prologis, New Belgium Brewing Company, Hallmark, JMB Financial Advisors, Novus, Red Bull, Sustainable Cards, T-Mobile, Wal-Mart Williams Sonoma, WhiteWave, Eco-Products, U.S. Environmental Protection Agency, California Department of Education, CalEPA, California Integrated Waste Management Board, California Air Resources Board, California Energy Commission, California Department of Forestry, California Water Resources Control Board, Los Angeles County Board of Education, Los Angeles Unified School District, Los Angeles County Department of Public Works, Boulder County Climate Smart, City of Los Angeles Watershed Protection Division, the City of Boulder Climate Action Plan, Plan Boulder County, Council of Environmental Educators, Youth Service California, Cal-Wood Education Center, Alaska Environmental Association, the YMCA and the national, regional and local Boy Scouts of America. Jeff is our team lead on financial analysis and co-project manager. -40- Elizabeth Sheehan, Climate Smart Businesses President, Business Engagement Toolkit Implementation Going through the process of measuring her organization’s environmental footprint in the early 2000s inspired Elizabeth to co-found Climate Smart in 2007. She brings her passion and conviction that small and mid-size businesses are essential partners in meeting the challenges of our time. Her 20+ years of experience include working with private sector, philanthropic and government partners to scale up innovative business- focused programs that tackle community economic development and environmental challenges. Elizabeth holds degrees from the University of California, Berkeley (B.Sc), and Cornell University (MRP). Elizabeth is lead on business engagement via the Business Energy and Emissions Profiling (BEEP) Anastasia Lukyanova, Climate Smart Businesses Data Analyst, Business Engagement Toolkit Implementation Anastasia heads up the data service, leading on BEEPs, impact reporting, developing benchmarking performance metrics, building out aggregate datasets, and report writing for Climate Smart's industry briefs. Ana also works directly with SMEs leading them through the process of quantifying their carbon footprint and developing emission reduction and cost saving strategies. She is excited to help companies look at their operations through a new lens of carbon accounting and find opportunities they otherwise would not see. Prior to Climate Smart, Anastasia worked at the University of Alberta on a research project developing a computer model to help the City of Edmonton compost their waste more efficiently. Anastasia holds a M.Sc. in Environmental Engineering and Mathematical Biology from the University of Alberta. -41- Advisory Committee In addition to our core team we have the following leading experts who will provide advice in their respective areas of expertise. This group will not only provide insights into recommendations but will offer additional ideas and solutions to ensure Fort Collins’s plan is as robust as possible. Bill Becker, Natural Capitalism Solutions / PCAP Strategic Advisor / Executive Director Bill Becker, our key project advisor, is Executive Director of the Presidential Climate Action Project (PCAP), an initiative of Natural Capitalism Solutions to help the President of the United States take decisive action on global warming and energy security. PCAP has submitted more than 200 policy and program recommendations to the Obama Administration, many of which were adopted during the President’s first year in office. Bill launched PCAP in January 2007 at the University of Colorado Denver. Prior to that he was the Central Regional Director for the U.S. Department of Energy, where he spent 15 years administering programs to accelerate the use of energy efficiency and renewable energy technologies. He is a national expert on sustainable community development and on public policy related to clean energy and global climate change. Advisory Area: Climate resilient communities, energy technology Eric Lombardi | Eco-Cycle International Executive Director Eric Lombardi helped to create the Zero Waste Movement across the world since the mid-90s. As previous Executive Director of Eco-Cycle (www.ecocycle.org) since 1989, he helped to grow it into one of the largest non-profit recyclers in the USA with a global reputation as a pioneer and innovator in resource conservation. He was invited to the Clinton White House in 1998 as one of the Top 100 USA Recyclers, Lombardi’s work continues to build a global community that is working to bring an end to the age of landfilling and incineration, and transform the "waste management" industry into the "resource management" industry. Lombardi is often a keynote speaker and consultant on the social and technical aspects of creating a “Zero Waste - Or Darn Near” society. Advisory Area: Zero Waste, Recycling Craig Lewis | Clean Coalition Executive Director Craig Lewis is Founder and Executive Director of the Clean Coalition. Previously VP of Government Relations at GreenVolts, a solar technology company, Craig was the first to successfully navigate a solar project through California's Renewable Portfolio Standard (RPS) solicitation process. He was also the energy policy lead on Steve Westly's 2006 California gubernatorial campaign. With many years worth of experience in renewables, Craig works diligently with cities and utilities across the country on projects to expand the use of clean local energy. Advisory Area: Community Renewable & Grid Policy & Solutions Adam Seiber | Aether Energy Efficiency Co-founder & Managing Director Aether is a specialty finance company working to revolutionize institutional energy efficient and sustainable infrastructure development. Leveraging extensive capital markets experience, they finance, develop, acquire, and operate a portfolio of large scale infrastructure assets on behalf of public and private clients. In addition, Aether integrates its sustainability objectives as it works with clients to finance traditional leases, build-to- suits, sale-leasebacks, property acquisitions, and tenant improvements. Aether's multi-disciplinary team of seasoned professionals offers experience in energy efficient and sustainable development, real estate, capital markets, credit-based financing, and technology. On an aggregate basis, Aether’s principals have completed over $16 billion of corporate and -42- 4, 5) Organizational Chart & Availability The following chart represents our team organization, roles and responsibilities. All team members will be readily available throughout the project. Team Members Role on Project & Areas of Focus Specific Project Experience L. Hunter Lovins President and Founder, NCS Executive Manager Strategy and Energy Senior coordination on all of NCS's community sustainability and government projects. Over 40+ years project experience. Bill Becker, Assistant Executive Director, NCS Senior Advisor: Energy / Transportation Center for New Energy Economy (CSU), U.S. Department of Energy, State of Louisiana Recovery Commission, Government of Thailand Sustainable Reconstruction. Peter Krahenbuhl Dir. of Strategic Partnerships, NCS Project Manager Senior Project Manager: Business Strategy / Strategic Planning and Communication / Stakeholder Engagement European Commission Sustainable Destination Indicators Colorado Mountain College Sustainability Plan Sustainable Business Practices - national Dave Ramslie MSC, LEED AP Integral Group Modeling Team Lead: Economic, Energy, and GHG Analysis / Research / Business Strategy Washington DC Comprehensive Energy Plan City of Toronto, Global Best Practices Research on Energy Standards City of Cambridge Net Zero Emissions Plan Jeff Hohensee Vice President , NCS Co-Project Manager: Strategic and Financial Access/Development Jeff has Served as an Advisor and Consultant for Multiple businesses and projects: New Belgium Brewing Company, Red Bull, Sustainable Cards, T- Mobile, Wal-Mart, and more. Elizabeth Sheehan President, Climate Smart Business Engagement Lead: BEEP Implementation 20+ years of experience include working with private sector, philanthropic and government partners to scale up innovative business-focused programs that tackle community economic development andenvironmental challenges. Elizabeth holds Anastasia Lukyanova Data Analyst, Climate Smart Business Engagement Support -43- 6) Project Budget The following is an estimated budget based on the assumptions listed in the scope of work, including all labor and other direct costs. Scope of Work Phase 1: Strategic Planning Task A - Initial Project Kick-off: Strategic Planning & Goal Setting Task B - Interview Key Project Stakeholders Task C - Assess Current Condition Task D - Define/Refine the Climate Economy Phase 2: Capital Access/Development Task E - Finance Tools Assessment & Recommendations Phase 3 Business Engagement/Adaptation Task F - Review Existing Business Engagement Efforts Task G - Engage with Key Business Stakeholders Task H - Innovation Summit Planning Task I - Evaluate and Summarize Business Risks of Climate Change Task J - Assess Workforce Training/Skills Building Opportunities Task K - Identify New and/or Expanded Business Opportunities Additional Areas Innovation Summit (Hunter Lovins speak - $10,000 value) Total Travel and reimbursements not to exceed 10% of project costs Support Staff ($) 400 500 480 200 800 1000 1000 800 800 1200 1200 $8,380 NCS - Jeff 400 0 320 320 1600 320 640 320 1600 320 320 $6,160 NCS - Peter 1600 1600 1600 1600 2400 1600 2000 1600 1280 960 NCS Budget Breakdown 40 $/Hr. 80 80 150 135 100 Scope of Work Support Staff ($) Support Staff Hrs. NCS - Jeff Jeff Hrs. NCS - Peter Peter Hrs. NCS - Hunter Hunter Hrs. Integral Integral Hrs. Climate Smart Climate Smart Hrs. Total Phase 1: Strategic Planning 6500 Task A - Initial Project Kick-off: Strategic Planning & Goal Setting 400 10 400 5 1600 20 1200 8 1620 12 $5,220 Task B - Interview Key Project Stakeholders 500 12.5 0 0 1600 20 600 4 1080 8 $3,780 Task C - Assess Current Condition 480 12 320 4 1600 20 1800 12 2700 20 6000 60 $12,900 Task D - Define/Refine the Climate Economy 200 5 320 4 1600 20 1800 12 1080 8 $5,000 Phase 2: Capital Access/Development 1500 Task E - Finance Tools Assessment & Recommendations 800 20 1600 20 2400 30 2400 16 1485 11 $8,685 Phase 3 Business Engagement/Adaptation 5750 16000 Task F - Review Existing Business Engagement Efforts 1000 25 320 4 1600 20 1200 8 1215 8 2000 20 $7,335 Task G - Engage with Key Business Stakeholders 1000 25 640 8 2000 25 1200 8 810 6 2000 20 $7,650 Task H - Innovation Summit Planning 800 20 320 4 1600 20 1200 8 0 0 0 $3,920 Task I - Evaluate and Summarize Business Risks of Climate Change 800 20 1600 20 1280 16 1800 12 1620 12 2000 20 $9,100 Task J - Assess Workforce Training/Skills Building Opportunities 1200 30 320 4 960 12 600 4 1080 8 2000 20 $6,160 Task K - Identify New and/or Expanded Business Opportunities 1200 30 320 4 960 12 1200 8 1080 8 2000 20 $6,760 Additional Areas Innovation Summit (Hunter Lovins speak - $10,000 value) Total $8,380 $6,160 $17,200 $15,000 $13,750 $16,000 $76,510 Travel and reimbursements not to exceed 10% of project costs Total Hours 209.5 77 215 100 101 160 960 $17,200 NCS - Hunter 1200 600 1800 1800 2400 1200 1200 1200 1800 600 1200 $15,000 Integral Climate Smart Total 6500 6500 $3,600 $2,700 $4,200 $3,920 1500 1500 $7,200 5750 16000 21750 $4,120 $4,840 $3,920 $5,480 $3,080 $3,680 $13,750 $16,000 $76,490 BEEP Implementation Ana works directly with SMEs leading them through the process of quantifying their carbon footprint and developing emission reduction and cost saving strategies and leads BEEPs. governmental real estate debt financing and equity investments to date. Prior to joining Aether, Adam helped execute over $150 million in real estate transactions. Advisory Area: Renewable Energy, Energy Efficiency & Financing functions of the interactive dashboard include: • Data exploration, supplementing the report with spatial data views; • Maps showing local business GHG emissions data by city block; • Maps showing local business energy data by city block; Matrix and summary report aligning F=financing tools with City initiatives, including alignment with the City’s 31 identified Road to 2020 initiatives and the Climate Action Plan Framework’s suggestions for 2030 programs and projects Recommendations for no to low capital expenditure programs and partnerships; Introductions to potential partners as relevant percentage of investment in a CD goes to fund green projects Peoples Bank/Community Connections 3 Peer-to-Peer Lending Micro loans where individuals provide the financing for ee improvements to others Kiva, Zopa 5 Voluntary Business Surcharge Removable donations on a business's bill/transaction, etc. which can generate large amounts of revenue that are used to pay for ee improvements Crested Butte "1% for Open Space" 4 Revolving Loan Program Fund established to provide loans for ee improvements and replenished through loan paybacks. City of Boulder Economic Vitality, LoanSTAR (Texas) 2 Phase 3 of the project (Business Engagement/Adaptation) below. Assumptions • Identified stakeholders will be available to provide input into agreed meetings • Key staff will assist with the organization and facilitation of events • Fort Collins personnel will be available to assist with data collection List of personnel contacted and interviewed; additional background material including tools, case stories, and research Baseline climate economy profile, presented in a way that is analytically rigorous yet easily understood sustainability and climate economy communities, including approaches, ü City Council Presentations: The Consultant may need to attend meetings with City Council; specifics will be included in the final scope of services developed by City staff and our team. top down by identifying areas of opportunity for improved sustainability management, as well as from the bottom up by engaging and capturing input from community stakeholders. This approach results in a project that: with ‘host partners’ (e.g. local municipalities) to engage SMEs and accelerate the reduction of community emissions and associated costs, report on cross-sectoral business climate action, and elevate municipal leadership on sustainability. Sincerely, L. Hunter Lovins, President, Natural Capitalism Solutions