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CONTRACT - RFP - 9900 ELECTRIC VEHICLE READINESS ROADMAP UPDATE
Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 1 of 26 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT made and entered into the day and year set forth below, by and between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the "City" and ICONERGY LTD., a Colorado Limited Liability Company, hereinafter referred to as the "Professional". WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Scope of Services. The Professional agrees to provide services in accordance with the scope of services attached hereto as Exhibit A, consisting of fifteen (15) pages, and incorporated herein by this reference. Irrespective of references in Exhibit A to certain named third parties, the Professional shall be solely responsible for performance of all duties hereunder. 2. Contract Period. This Agreement shall commence upon contract execution and shall continue in full force and effect until December 31, 2024, unless sooner terminated as herein provided. 3. Early Termination by City. Notwithstanding the time periods contained herein, the City may terminate this Agreement at any time without cause by providing written notice of termination to the Professional. Such notice shall be delivered at least ten (10) days prior to the termination date contained in said notice unless otherwise agreed in writing by the parties. In the event of early termination by the City, the Professional shall be paid for services rendered to the date of termination, subject only to the satisfactory performance of the Professional's obligations under this Agreement. Professional shall submit a final invoice within ten (10) days of the effective date of termination. Undisputed invoices shall be paid Net 30 days of the date of the invoice. Such payment shall be the Professional's sole right and remedy for such termination. In the event that City fails to pay Professional as required under this Agreement, or otherwise commits a material default under this Agreement, and if City fails to correct such condition within seven (7) days of written receipt of notice thereof from Professional, Professional may immediately terminate this Agreement or suspend its work under this Agreement (including any and all Work Orders thereunder). If Professional elects to suspend its W ork under this provision, Professional is not required to resume its Work until City has paid Professional all amounts past due. 4. Notices. All notices provided under this Agreement shall be effective immediately when emailed or three (3) business days from the date of the notice when mailed to the following addresses: DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 2 of 26 Professional: City: Copy to: Iconergy LTD. Attn: Grant Stump 1905 Sherman St. #1040 Denver, CO 80203 GStump@Iconergy.com City of Fort Collins Attn: Dashiell Bubar-Hall PO Box 580 Fort Collins, CO 80522 DBubar-Hall@fcgov.com City of Fort Collins Attn: Purchasing Dept. PO Box 580 Fort Collins, CO 80522 purchasing@fcgov.com 5. Design, Project Indemnity and Insurance Responsibility. The Professional shall be responsible for the professional quality, technical accuracy, timely completion and the coordination of all services rendered by the Professional, including but not limited to designs, plans, reports, specifications, and drawings and shall, without additional compensation, promptly remedy and correct any errors, omissions, or other deficiencies. The Professional shall indemnify, save and hold harmless the City, its officers and employees in accordance with Colorado law, from all damages whatsoever claimed by third parties against the City; and for the City's costs arising directly or indirectly out of the Professional's grossly negligent performance of any of the services furnished under this Agreement. The Professional shall maintain insurance in accordance with Exhibit C, consisting of one (1) page, attached hereto and incorporated herein. 6. Compensation. In consideration of the services to be performed pursuant to this Agreement, the City agrees to pay the Professional on a time and reimbursable direct cost basis in accordance with Exhibit B, consisting of two (2) pages, attached hereto and incorporated herein, with maximum compensation (for both Professional's time and reimbursable direct costs) not to exceed Fifty-three Thousand Two Hundred Sixty-One Dollars ($53,261.00), unless the City decides to include the additional task as described in Alternate 1, in which case the not-to-exceed amount becomes Sixty-Two Thousand Five Hundred Sixty-Seven Dollars ($62,567.00). Monthly partial payments based upon the Professional's billings and itemized statements of reimbursable direct costs are permissible. The amounts of all such partial payments shall be based upon the Professional's City-verified progress in completing the services to be performed pursuant hereto and upon the City's approval of the Professional's reimbursable direct costs. Final payment shall be made following acceptance of the W ork by the City. Upon final payment, all designs, plans, reports, specifications, drawings and other services rendered by the Professional shall become the sole property of the City. Invoices shall be emailed to invoices@fcgov.com with a copy to the Project Manager. The cost of the work completed shall be paid to the Professional following the submittal of a correct itemized invoice by the Professional. The City is exempt from sales and use tax. The City’s Certificate of Exemption license number is 09804502. A copy of the license is available upon written request. The City pays invoices on Net 30 days from the date of the invoice. 7. Appropriation. To the extent this Agreement or any provision in it constitutes a multiple fiscal year debt or financial obligation of the City, it shall be subject to annual appropriation by City DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 3 of 26 Council as required in Article V, Section 8(b) of the City Charter, City Code Section 8 -186, and Article X, Section 20 of the Colorado Constitution. The City shall have no obligation to continue this Agreement in any fiscal year for which no such supporting appropriation has been made. 8. License. Upon execution of this Agreement, the Professional grants to the City an irrevocable license to use any and all sketches, drawings, specifications, designs, blueprints, data files, calculations, studies, analysis, renderings, models and other Work Order deliverables (the “Instruments of Service”), in any form whatsoever and in any medium expressed, for purposes of constructing, using, maintaining, altering and adding to the project, provided that the City substantially performs its obligations under the Agreement. The license granted hereunder permits the City and third parties reasonably authorized by the City to reproduce applicable portions of the Instruments of Service for use in performing services or construction for the project. In addition, the license granted hereunder shall permit the City and third parties reasonably authorized by the City to reproduce and utilize the Instruments of Service for similar projects, provided however, in such event the Professional shall not be held responsible for the design to the extent the City deviates from the Instruments of Service. This license shall survive termination of the Agreement by default or otherwise. 9. City Representative. The City will designate, prior to commencement of work, its project representative who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the project. All requests for contract interpretations, change orders, and other clarification or instruction shall be directed to the City Representative. 10. Monthly Report. Commencing thirty (30) days after the date of execution of this Agreement and every thirty (30) days thereafter, Professional is required to provide the City Representative with a written report of the status of the work with respect to the Scope of Services, Work Schedule, and other material information. Failure to provide any required monthly report may, at the option of the City, suspend the processing of any partial payment request. 11. Independent Contractor. The services to be performed by Professional are those of an independent contractor and not of an employee of the City of Fort Collins. The City shall not be responsible for withholding any portion of Professional's compensation hereunder for the payment of FICA, Workers' Compensation, other taxes or benefits or for any other purpose. 12. Subcontractors/subconsultants. The Professional may not subcontract any of the Work set forth in the Exhibit A, Statement of Work without the prior written consent of the city, which shall not be unreasonably withheld. If any of the Work is subcontracted hereunder (with the consent of the City), then the following provisions shall apply: (a) the subcontractor/subconsultant must be a reputable, qualified firm with an established record DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 4 of 26 of successful performance in its respective trade performing identical or substantially similar work, (b) the subcontractor/subconsultant will be required to comply with all applicable terms of this Agreement, (c) the subcontract will not create any contractual relationship between any such subcontractor/subconsultant and the City, nor will it obligate the City to pay or see to the payment of any subcontractor/subconsultant, and (d) the Work of the subcontractor/subconsultant will be subject to inspection by the City to the same extent as the Work of the Professional. The Professional shall require all subcontractor/subconsultants performing Work hereunder to maintain insurance coverage naming the City as an additional insured under this Agreement of the type and with the limits specified within Exhibit C, consisting of one (1) page attached hereto and incorporated herein by this reference. The Professional shall maintain a copy of each subcontract’s certificate evidencing the required insurance. Upon request, the Professional shall promptly provide the City with a copy of such certificate(s). 13. Personal Services. It is understood that the City enters into the Agreement based on the special abilities of the Professional and that this Agreement shall be considered as an agreement for personal services. Accordingly, the Professional shall neither assign any responsibilities nor delegate any duties arising under the Agreement without the prior written consent of the City. 14. Acceptance Not Waiver. The City's approval of drawings, designs, plans, specifications, reports, and incidental work or materials furnished hereunder shall not in any way relieve the Professional of responsibility for the quality or technical accuracy of the Work. The City's approval or acceptance of, or payment for, any of the services shall not be construed to operate as a waiver of any rights or benefits provided to the City under this Agreement. 15. Default. Each and every term and condition hereof shall be deemed to be a material element of this Agreement. In the event either party should fail or refuse to perform according to the terms of this agreement, such party may be declared in default. 16. Remedies. In the event a party has been declared in default, such defaulting party shall be allowed a period of ten (10) days within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail themselves of any other remedy at law or equity. If the non-defaulting party commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to the non-defaulting party for the non-defaulting party's reasonable attorney fees and costs incurred because of the default. 17. Entire Agreement; Binding Effect; Order of Precedence; Authority to Execute. This Agreement, along with all Exhibits and other documents incorporated herein, shall constitute the entire Agreement of the parties regarding this transaction and shall be binding upon said parties, their officers, employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal representatives, successors and assigns of said DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 5 of 26 parties. Covenants or representations not contained in this Agreement shall not be binding on the parties. In the event of a conflict between terms of the Agreement and any exhibit or attachment, the terms of the Agreement shall prevail. Each person executing this Agreement affirms that they have the necessary authority to sign on behalf of their respective party and to bind such party to the terms of this Agreement. 18. Law/Severability. The laws of the State of Colorado shall govern the construction, interpretation, execution and enforcement of this Agreement. The Parties further agree that Larimer County District Court is the proper venue for all disputes. If the City subsequently agrees in writing that the matter may be heard in federal court, venue will be in Denver District Court. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this Agreement. 19. Utilization by Other Agencies. The City of Fort Collins reserves the right to allow other state and local governmental agencies, political subdivisions, and/or school districts to utilize the resulting award under all terms and conditions specified and upon agreement by all parties. Usage by any other entity shall not have a negative impact on the City of Fort Collins in the current term or in any future terms. Nothing herein shall be deemed to authorize or empower the Agency to act as an agent for the City of Fort Collins in connection with the exercise of any rights hereunder, and neither party shall have any right or authority to assume or create any obligation or responsibility on behalf of the other. The other Agency shall be solely responsible for any debts, liabilities, damages, claims or expenses incurred in connection with any agreement established between them and the Professional. The City’s concurrence hereunder is subject to the Professional’s commitment that this authorization shall not have a negative impact on the work to be completed for the City. 20. Prohibition Against Unlawful Discrimination. The City, in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 US.C. §§ 2000d to 2000d-4) and the Regulations, affirmatively ensures that for all contracts entered into with the City, disadvantaged business enterprises are afforded a full and fair opportunity to bid on the contract and are not to be discriminated against on the grounds of race, color, or national origin in consideration for an award. The City strictly prohibits unlawful discrimination based on an individual’s gender (regardless of gender identity or gender expression), race, color, religion, creed, national origin, ancestry, age 40 years or older, marital status, disability, sexual orientation, genetic information, or other characteristics protected by law. For the purpose of this policy “sexual orientation” means a person’s actual or perceived orientation toward heterosexuality, homosexuality, and bisexuality. The City also strictly prohibits unlawful harassment in the workplace, including sexual harassment. Further, the City strictly prohibits unlawful retaliation against a person who engages in protected activity. Protected activity includes an employee complaining that he or she has been discriminated against in violation of the above policy or participating in an employment discrimination proceeding. DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 6 of 26 The City requires its vendors to comply with the City’s policy for equal employment opportunity and to prohibit unlawful discrimination, harassment and retaliation. This requirement applies to all third-party vendors and their subcontractor/subconsultants at every tier. 21. Governmental Immunity Act. No term or condition of this Agreement shall be construed or interpreted as a waiver, express or implied, of any of the notices, requirements, immunities, rights, benefits, protections, limitations of liability, and other provisions of the Colorado Governmental Immunity Act, C.R.S. § 24-10-101 et seq. and under any other applicable law. 22. Colorado Open Records Act. The City is subject to Sec. 24-72-201 et seq. of the Colorado Revised Statute (CORA). This Agreement is subject to public disclosure in whole pursuant to CORA. 23. Force Majeure. No Party hereto shall be considered in default in the performance of an obligation hereunder to the extent that performance of such obligation is delayed, hindered, or prevented by force majeure. Force majeure shall be any cause beyond the control of the defaulting Party which could not reasonably have been foreseen and guarded against. Force majeure includes, but is not limited to, acts of God, fires, riots , pandemics, incendiarism, interference by civil or military authorities, compliance with regulations or orders of military authorities, and acts of war (declared or undeclared), provided such cause could not have been reasonably foreseen and guarded against by the defaulting Party. Force majeure shall not include increases in labor, commodity, utility, material, supply, fuel, or energy costs, or compliance with regulations or orders of civil authorities. To the extent that the performance is actually prevented, the Consultant must provide written notice to the City of such condition within ten (10) days from the onset of such condition. 24. Special Provisions. Special provisions or conditions relating to the services to be performed pursuant to this Agreement are set forth in Exhibit D - Confidentiality, consisting of one (1) page, attached hereto and incorporated herein by this reference. [Signature Page Follows] DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 7 of 26 THE CITY OF FORT COLLINS, COLORADO By: Gerry Paul Purchasing Director Date: ATTEST: APPROVED AS TO FORM: ICONERGY LTD. By: Printed: Title: Date: DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 12/8/2023 Douglas Hargrave President Assistant City Attorney l 12/9/2023 City Clerk Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 8 of 26 EXHIBIT A SCOPE OF SERVICES I. BACKGROUND & OBJECTIVE / OVERVIEW A. Background The City and community need an updated strategic plan to continue supporting increased EV usage and align internal/external resources. The Professional selected for this project will provide outside expertise to update the readiness plan in close cooperation with City staff from several departments and other key partners. The proposed EV Readiness Plan should address the following elements: • Overall- establish updated vision, goals, strategies, and clearly defined roles for City of Fort Collins Departments, the private sector and the Fort Collins community which incorporate: o Action items for City efforts to inf orm budget offers and program offerings o Strategies for increasing private sector investment in EVs and infrastructure o Strategies to be grant ready (e.g. State and Federal EVSE funding) o The role of EVs in the community transportation hierarchy o Updated projections related to EV ownership, charging supply/demand, service capacity upgrades for DAC residents, and related utility/grid implications o EV charging station research to inform future infrastructure needs that are equitably placed both locally and regionally, including considerations of innovative technology such as bidirectional charging. o Charging demand for various categories of users (public, private, workplace, residential) o Best practices for addressing equity related EV/EVSE issues (multi-family EV charging, ADA accessibility, EV rideshare, unbanked residents) o Forecasts of projected Northern Colorado EV adoption and regional coordination strategies o Best practices for education, outreach & incentives o Recommendations for any policy, building code, permitting & enforcement actions o EVSE fee structure such as flat hourly rate vs. per kWh, and variable rates (peak vs off peak) o Continued City fleet & transit opportunities (highlighting accomplishments to date) The updated EV Readiness Plan will provide the clarity and alignment needed to advance Fort Collins to the next level of EV adoption. It will inform future efforts and align with the existing plans including 2019 City Plan, 2019 Transportation Master Plan, 2019 Sustainability and Adaptation Plan, 2021 Our Climate Future Plan, 2023 Transportation DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 9 of 26 Demand Management Plan, and 2023 Zero-Emission Bus Transition Plan. II. PROJECT GOAL AND OBJECTIVES A. Scope of Work Primary Goal: Create an updated strategic plan (EV Readiness Roadmap) to support current and future electric vehicle adoption in the City of Fort Collins with an understanding of EVs as one option of many for community transportation. Linkage to City Strategic Objectives: 2019 City Plan Principle ENV 2: Become a carbon-neutral community by 2050 and improve the community’s resilience to prepare for and adapt to the impacts of climate change. Policy ENV 3.3- Support a systems approach to transition from the use of natural gas to renewable electricity in buildings and for transportation. Principle ENV 4: Protect human health and the environment by continually improving air quality. Policy ENV 4.6- Promote efforts to reduce fuel consumption and associated pollutant emissions from vehicles and non-road engine sources, such as lawn and garden equipment. Principle T 3: Lead transportation innovation by exploring and utilizing emerging and transformative systems and technologies. Policy T 3.1- Update design standards, policies and operational strategies to support and manage newly emerging transportation options (e.g. autonomous vehicles, electric vehicles, electric-assist bicycles, drones and e-scooters). Policy T 3.9- Encourage, prioritize, and support the purchase of electric vehicles through the design, management, outreach, education, policy updates, broad-based coordination, incentives and operations of streets and wayside infrastructure such as electric-vehicle charging stations. Policy T 3.10- Prioritize transportation planning projects and programs that support the Electric Vehicle Readiness Roadmap (EVRR) Goals. Principle T 9: Utilize the transportation system to support a health and equitable community. Policy T 9.2- Develop a program to promote energy efficient and environmentally sensitive transportation choices. Coordinate the building code with the growth in new transportation fuels such as electricity or hydrogen. Policy T 9.5- Provide equitable access to services and resources, particularly for marginalized and underresourced communities as identified in the Health Equity Index Analysis in the City Plan Trends and Forces Report and other future equity analyses. Policy T 9.9- Prioritize transportation planning projects and programs that support CAP and GHG-reduction goals. DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 10 of 26 2021 Our Climate Future Big Move 13: Electric Cars and Fleet ECF1- Assess community needs for electric vehicle infrastructure programs ECF3- Support market driven adoption of electric cars ECF5- Encourage EV car shares supporting low-income areas Performance Metrics: • Success will be measured by the creation of an adaptable and equitable updated EV roadmap which lays out a set of strategic next steps to advance community and municipal EV adoption which: Are flexible to changes in technology Prepare for future conditions Identify key roles and responsibilities for all stakeholders involved (public & private sector) with key action steps Align with established City plans and objectives • Potential metrics could include: Fort Collins EV ownership data Updates to the Fort Collins EV readiness rating, as measured by the Alternative Fuels Data Center methodology by the Department of Energy EV adoption rate goal (i.e. by 2030 50% of new vehicles purchased will be EVs) EVSE coverage of level 2 and level 3 chargers Analysis through an Equity Lens and triple-bottom line perspective (economic, environmental, social) B. Project Budget $40,000 Colorado Energy Office Grant award $13,333 Local Match Total Project Budget, NOT TO EXCEED - $53,333 C. Consultant Planning Tasks Task 1: Work Plan and Public Involvement Plan ● Project Initiation. Upon receiving the notice to proceed, the Consultant shall organize a kick-off meeting with the City project manager to discuss and refine project goals, expectations, tasks, approaches, and identify the timeline and milestones. ● Project management. City staff will be responsible for overall project management and a project management team will be established with representation from relevant City departments. The Consultant is expected to manage technical aspects of the Plan, and DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 11 of 26 lead aspects as outlined in the scope of work. Recommendations regarding roles and responsibilities of City staff and the Consultant should be articulated in the response to this RFP. The Consultant is encouraged to propose innovative approaches to develop this Plan and should identify and emphasize those areas where their qualifications and expertise would most benefit this project. ● Plan administration. Dashiell Bubar-Hall, Transportation Planner, will serve as the City of Fort Collins project manager for the Plan update. The Consultant will confer/meet with the project manager on a bi-weekly basis (at a minimum) to provide updates on Plan status and progress made, and solicit direction as needed. The Consultant is responsible for preparing meeting agendas and minutes for the City’s project manager. Agendas shall be submitted within three (3) business days prior to a project meeting, and the minutes shall include the meeting date and time, agenda, list of attendees, contact information and as summary of completed and open action items. o The Consultant shall prepare bi-weekly progress summary reports. These reports shall include: ▪ Project progress to date ▪ Work planned in the next bi-weekly period ▪ Identification of open issues ▪ Action item list with task status, identification of responsible party for each task, and target completion dates. ▪ Draft material for review (more than three days may be required depending on the nature and amount of content) ● Ad -hoc Technical Advisory Committee. An ad-hoc Technical Advisory Committee (TAC) will be assembled to help inform the Plan’s development, including, but not limited to, the existing conditions, strategies, community engagement, recommendations, and implementation. It is envisioned that this group will be comprised of various experts to be consulted and advised by on an as-needed basis. Below is a preliminary list of potential City departments and organizations to assemble as part of the TAC. This list can be expanded and modified as necessary. o City of Fort Collins ▪ Utilities (Energy Services, Light & Power engineering) ▪ Sustainability Services ▪ FC Moves (Mobility Management and Planning, Active Modes) ▪ Transfort ▪ Engineering ▪ Parking Services ▪ Operation Services ▪ Streets ▪ Planning ▪ Parks ▪ Office of Diversity, Equity, and Inclusion o External ▪ Colorado State University ▪ North Front Range Metropolitan Planning Organization ▪ Platte River Power Authority ▪ Larimer County ▪ Neighboring Municipalities ▪ Northern Colorado Clean Cities Coalition (NCCC) ▪ Drive Clean Colorado (DCC) ▪ Electrification Coalition DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 12 of 26 ● Work Plan and Public Involvement Plan. Following the initial kickoff meeting between the Consultant and City project manager, the Consultant will develop a detailed work plan, including public involvement to guide the Plan’s development. This will include (at minimum) the following elements: o Refined scope of work detailing study tasks, goals, objectives, and deliverables. o Detailed schedule identifying key milestones and deliverables. o Public Involvement Plan, including digital and in-person engagement. ▪ Include strategies for reaching historically underrepresented groups, including non-English speaking communities. ▪ Include outreach and communication mechanisms tailored to specific audiences to maximize the effectiveness of outreach and program goals. ▪ Include strategy for community questionnaire development and deployment, including engagement strategies for disadvantaged communities utilizing community advocates. Task 2: Existing Plan, Literature, and Best Practices Review The purpose of this task is to 1) identify and document the existing plans, literature, and best practices related to EV adoption and EVSE deployment relevant to Fort Collins, and 2) conduct a comprehensive review of resources (provided below) to help inform the development of the plan vision and goals, gaps and opportunities, barriers to adoption/deployment, strategies, and recommendations for the Plan’s update. ● The following plans and reports should be reviewed as part of this task and be used in developing the content featured in the EVRR update. This is not an exhaustive list and further resources may be identified and added to a refined scope of work. o 2017 Electric Vehicle Readiness Roadmap o 2019 City Plan including the Transportation Master Plan o 2019 Municipal Sustainability and Adaptation Plan o 2021 Our Climate Future Plan o 2023 Transportation Demand Management o 2023 Zero-Emission Bus Transition Plan o Parking Plan o City Municipal Codes (especially recently updated building code) o Development Review Process (processes related to EVSE requirements and parking) o Fort Collins Utilities electric capacity fees and processes Task 3: Vision/Goal Refinement, Initiate Community Engagement ● The purpose of this task is to engage stakeholders and the community to revisit the goals, vision, and objectives established in the 2017 EVRR and to update them to reflect the current state of the City. ○ Develop the community questionnaire that will be distributed based on the approach identified in the Public Involvement Plan ○ Conduct initial focus group and working group meeting to review content from Task 2 and update goals, objectives, and vision ○ Review and finalize goals, objectives, and vision with the TAC DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 13 of 26 Task 4: Existing Conditions and Community Context ● The purpose of this task is primarily to review the existing conditions and community context section within the 2017 EVRR and update it with current data and information. The Consultant should highlight how the City and the region have changed since 2017, highlighting how these changes are relevant to EV/EVSE infrastructure and adoption. This task, along with Task 5, will constitute an update to the “Introduction” section of the 2017 EVRR. o Develop a report identifying existing conditions related to EV and EVSE trends in and around Fort Collins, including: ▪ Population, employment, transportation, housing, economic, permitting, zoning, utility application and energization, and other trends in Fort Collins and the region that impact EV adoption and EVSE deployment ▪ Barriers to EV adoption and EVSE deployment ▪ Utility distribution capacity, electric capacity fees, and EV/EVSE implications ▪ EV adoption data and trends ▪ EVSE deployment and utilization data o The Consultant shall also review community permitting and zoning processes for EV charging stations, with a focus on DC fast-charging stations. Reference resources as needed including the recent analysis, Planning and Zoning for Electric Vehicle Charger Deployment, and NESCAUM's 2019 white paper, Preparing Our Communities for Electric Vehicles: Facilitating Deployment of DC Fast Chargers for a better understanding on emerging best practices. As part of the Plan, the Consultant shall make recommendations on ways to streamline the community's/communities' permitting process for EV charging stations. Task 5: EV Market Assessment ● This task will update the “EV Overview” section within the Introduction of the 2017 EVRR by providing general information about EVs and EVSE infrastructure, including: o EV vehicle types (plug-in electric vehicles, plug-in hybrid, hybrid) ▪ Cost of ownership of EV vs. conventional engines ▪ Medium- and heavy-duty vehicle information ▪ Transit vehicle information ▪ E-bikes and electric micromobility ▪ Availability and cost of ownership for used EVs for disadvantaged communities o EVSE categories (level 1, level 2, DCFC, vehicle to grid) ▪ Charging capabilities and use cases ▪ Cost of installation and maintenance ▪ Interconnection requirements o State and National initiatives ▪ Tax rebates for EV purchases ▪ Funding sources for EVSE installation o Vehicle Manufacturer information ▪ Vehicle availability DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 14 of 26 ▪ Production and supply chain implications Task 6: Charging Demand Analysis ● The purpose of this task is to identify areas of the city that need additional charging capabilities, identify specific sites in the city that are suited or not suited for EVSE installation, and provide a roadmap for increasing EVSE infrastructure within the city. This analysis will be used to help inform City investment decisions but will also allow the private sector to justify EVSE installations that fill a gap in charging access when applying for state and federal funding. This task will specifically address: o Public charging needs ▪ City-owned property ▪ Property of partners identified through the planning process o Private charging needs o Workplace charging needs ▪ City employees ▪ General workforce o Residential charging needs ▪ Multifamily units ▪ Rental units ▪ Older single-family units with outdated infrastructure o Smart grid operations and distribution, grid and utility systems based on charging types and levels Task 7: EV and EVSE Equity analysis ● The 2017 EVRR contained a brief section related to equity and EV/EVSE equity will be a point of emphasis within the updated plan. The content generated during this task will be featured in multiple sections of the Plan, including the community context/existing conditions as well as distinct equity-focused strategies. The following equity issues should be evaluated but additional topics may be added to the refined scope of work: o Vehicle acquisition assistance for low-income residents o EV ride share programs for disadvantaged populations o EVSE installation at multifamily units, especially at lower cost complexes o ADA accessibility of EVSE infrastructure o Solutions for EVSE access for individuals lacking access to smartphones and traditional banking/credit systems Task 8: Strategy Development and Implementation Plan ● This task will provide the City with a coherent set of strategies that achieve the goals and objectives of the EVRR and other established plans along with a prescribed approach for implementation of the strategies. The strategies from 2017 should be revisited to understand what worked, what failed to get off the ground, and why. This task will constitute an update to the “Readiness Strategies” and “Strategies” sections of the EVRR, including: o Update the methodology and data collection approaches that will be used to inform strategy development DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 15 of 26 o Identify key partnerships and the role they will have in implementing strategies throughout the community and surrounding area o Develop categories that each strategy will fall under o Develop actionable strategies that are directly related to stakeholder and community input or derived from analysis conducted during the plan update ▪ Short-, medium-, and long-term Task 9: Plan Adoption ● The Consultant will assist City Staff in presenting findings and recommendations from the Plan’s update to relevant boards and commissions, leading up to formal plan adoption from City Council. An initial list of boards and commissions to be engaged is featured below, but additional entities may be identified during the planning process. o Transportation Board o Senior Advisory Board o Bicycle Advisory Board o Disability Advisory Board o Air Quality Advisory Board o Planning and Zoning Commission D. Project Deliverables Preparation of a Fort Collins EV Readiness Roadmap. The primary deliverable will be producing an updated Electric Vehicle Readiness Roadmap document that incorporates the work produced from tasks 1 through 8. This document will follow a similar format to the original produced in 2017, unless an innovative alternative is proposed. o Task 1 Deliverables o Work Plan o Public Engagement Plan o Task 2 Deliverables o Existing Plan, Literature, and Best Practices summary document o Task 3 Deliverables o Finalized goals, objectives and vision o Task 4 and 5 Deliverables o Updated “Introduction” chapter of EVRR Existing conditions and community context EV market assessment o Task 6 Deliverables o Charging Demand Analysis report and exhibits o Task 7 Deliverables o Updated equity section of EVRR (to be incorporated where appropriate) o Task 8 Deliverables o Updated strategies o Implementation Plan The desired outcomes from the deliverables include but is not limited to: o Incorporation of the existing conditions report including barriers, opportunities and spatial data DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 16 of 26 o An EV vision statement and corresponding goals that tie into the community’s larger transportation, equity, environment and sustainability objectives o A toolbox of Policies, Codes, Regulations and Processes for the City to address EV Readiness effectively o Strengths and weaknesses of existing EV charging infrastructure and recommendations for future deployments o Updated EV adoption projections including projected EV ownership, EVSE installation, and grid/utility implications o Short-, medium-, and long-term recommendations and clarification of low and high priority recommendations o An education and outreach strategy for the City to utilize as it moves forward with implementing the recommendations within the EV Readiness Plan o Clearly defined roles and responsibilities of City Departments with respect to the proposed recommendations and action steps in the Plan o Cost estimates for action items to inform budget offers and program offerings o Data files of all maps and exhibits developed through this process Consultant Work Timeline Major Milestones o Tasks 1-3 complete by February, 2024 o Task 4-5 complete by April, 2024 o Task 6-8 completed by June, 2024 Draft Report due by mid-June, 2024 Final Report due by July 30th, 2024 o Task 9 completed by August 2024 Additional Consultant Team Tasks o Participate in Project Management Team (PMT) meetings with the Fort Collins PMT o Hold a minimum of three meetings with the technical advisory committee o Provide two presentations to the Transportation Board over the course of the project o Provide final presentations to commissions, boards, Council etc. o Be responsible for organizing and facilitating all public, stakeholder and technical advisory committee meetings *The City Project Management Team will assist with the organizational logistics of the above tasks DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 17 of 26 Professional’s Response: SCOPE OF PROPOSAL Detailed Narrative Upon receipt of notice to proceed, Iconergy will schedule a kickoff call with the City to identify key milestones and timelines as well as to discuss project roles, responsibilities, and expectations. Upon conclusion of this kickoff call, Iconergy will begin work on the scope of work as outlined in the RFP and detailed below. Task 1: Work Plan and Public Involvement Plan After a kickoff meeting with the City project manager, Iconergy will develop a detailed work plan that outlines the study tasks, goals, objectives, and deliverables in a refined scope of work as well as a detailed schedule with relevant milestones and deliverables. Iconergy will review this work plan with the City’s project management team to ensure that all areas of the project are addressed to the City’s satisfaction. This work plan will provide a roadmap for the Plan’s development and help ensure that the project stays on scope and on schedule. Along with the detailed work plan, Institute for the Built Environment (IBE), Iconergy’s selected engagement subconsultant, will provide a public involvement plan. In close collaboration with Iconergy and the City, IBE will develop a Public Involvement Plan (PIP) that ensures that the resulting EV Readiness Roadmap reflects the needs of the community and its stakeholders. The PIP will include digital and in-person engagement and strategies for reaching historically underrepresented groups, including non-English speaking communities. Key contents in the PIP will include the public involvement purpose, objectives, and strategies, as well as key stakeholders, audience-specific messaging, and timeline. As possible within the constraints of the project, the PIP will be designed to help build community capacity for civic engagement, where needed. This expansive, beyond- project goal can be accomplished in part by engaging the City’s Community Connectors program to serve as community advocates in disadvantaged communities by going door-to-door to gather questionnaire responses. IBE will integrate one round of feedback/comments into the final version of the PIP. The detailed work plan and public involvement plan will incorporate findings from Task 2, detailed below. This will allow the inclusion of previous plans and public engagements and enable this project to build on those efforts. Task 2: Existing Plan, Literature, and Best Practices Review As Task 1 is in development, Iconergy will conduct an exhaustive review of existing plans and literature as listed in the RFP as well a review of similar plans and best practices related to electric vehicle adoption and EV supply equipment (EVSE) deployment. We will actively seek additional resources to ensure that the review is comprehensive and up-to-date. The aim is to gather a robust foundation of knowledge to inform the updated EVRR content. The knowledge gleaned from this task will be instrumental in crafting the content for the updated EVRR and for the work plans from Task 1 and Task 3. Our team will DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 18 of 26 carefully assess the identified gaps, opportunities, and barriers to electric vehicle adoption and EV infrastructure deployment. The objective is to present innovative and well-informed solutions that resonate with the City’s objectives. The findings from this investigation will be presented in a summary document and be incorporated into the updated EVRR. Task 3: Vision/Goal Refinement, Initiate Community Engagement Beginning with strong goals, objectives and vision is critical to the success of the updated EVRR. These updated foundational documents will be based on the findings from Task 2, as well as the community questionnaire and initial focus/work group meetings. For the community questionnaire, IBE will design a community questionnaire that will be distributed based on the approach identified in the PIP. Like the 2018 questionnaire, the questionnaire will assess the driving habits of Fort Collins residents, the level of community interaction with EVs, and community knowledge and perceptions of EVs, including their perceived barriers and desired incentives to driving/owning an EV. Rather than create an entirely new questionnaire, we will use the City’s 2018 questionnaire as a starting point, replicating it as much as possible and adapting it as needed. Using the same questions when possible will provide the added benefit of understanding changes in community behaviors and perceptions over time. IBE will administer and host the survey online through its Qualtrics survey software. IBE will also analyze the data and craft a summary report that includes descriptive statistics (tables and charts) that visualize the aggregate responses to each question and light interpretation. Iconergy and IBE will distribute the survey among existing contacts and provide any necessary information to the City team for further distribution. We will also actively engage stakeholders through an initial focus group. In partnership with Iconergy, IBE will design, facilitate, and create a summary report for the focus group that will review content from Task 2 and update goals, objectives, and vision. This meeting will provide a platform for stakeholders to actively participate in the process and include a review of the summary report from Task 2 and a refinement of goals, objectives, and vision. We value their input and insights, which will be pivotal in shaping the updated documents. A draft update of the goals, objectives, and vision will be reviewed in a meeting with the TAC for feedback and finalization. These documents and statements will serve as the foundation for future work on the EVRR and help to guide the document going forward. Task 4 & 5: Existing Conditions and Community Context and EV Market Assessment Based on the findings from previous tasks, current community information, and an in-depth EV market assessment, Iconergy will update the relevant Existing Conditions, Community Context, and EV Overview sections of the 2017 EVRR. This update will incorporate the most up to date information on both the EV and EV infrastructure ecosystems as well as highlight key community trends and findings as they relate to EV planning. Our team will meticulously review the existing conditions and community context section within the 2017 EVRR and update it with the most current data and information to accurately reflect the changes in Fort Collins since 2017. We will draw from DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 19 of 26 community engagement efforts up to this point, current City documents, plans, and engagements, and available data on EV infrastructure and adoption. We will also conduct a comprehensive review of community permitting and zoning processes for EV charging stations, focusing on DC fast-charging stations. The goal is to provide practical recommendations that streamline these processes and make them more efficient. Our recommendations will be informed by the latest best practices, ensuring that Fort Collins remains at the forefront of EV infrastructure development. Finally, Iconergy will update the “EV Overview” section of the 2017 EVRR with comprehensive, up to date information. This includes, but is not limited to, an overview of EV Vehicle types and ownership costs, EVSE categories, incentives for both EVs and EV infrastructure and current vehicle manufacturer information. Special attention will be paid to areas that affect historically disadvantaged communities. The deliverable for this task will be draft updated sections of the EVRR for review by relevant stakeholders and committees. For continuity purposes, the updated EVRR will follow a similar format to the original produced in 2017. Task 6: Charging Demand Analysis As EV charging infrastructure continues to be built out within the City of Fort Collins, it is essential to discover where there may be higher demand, gaps in coverage, or high priority sites. Iconergy proposes to conduct a high-level analysis of charging availability in Fort Collins that will inform a roadmap for the build out of charging infrastructure within the City. This analysis will look at current installed infrastructure and identify potential high traffic areas where additional charging may be required. Charging needs will be identified by public, private, workplace, or residential as appropriate. The roadmap will include the findings of this high level analysis, indicating broad areas and demographics that require additional investment. Add Alternate 1: In-Depth Charging Demand Analysis (This scope is presented as an add-alternate because it resulted in our fee being over the City’s budget) Using GIS software, Iconergy will conduct a deeper analysis of areas within the city that require additional charging capabilities, pinpointing specific sites that are well-suited for EVSE installation. Iconergy will include layers such as socioeconomic status, location to other chargers, traffic data, and other data as available to inform this analysis. Our assessment will be instrumental in helping the City make informed investment decisions and in assisting the private sector in justifying EVSE installations when applying for state and federal funding. The analysis will be focused on public charging needs, including City-owned properties and partner properties, as well as private and workplace charging. We will also consider residential charging needs for multifamily units, rental units, and older single-family units with outdated infrastructure. Additionally, we will examine the implications for smart grid operations and distribution, grid and utility systems, based on charging types and levels. This analysis will guide the development of a roadmap for increasing EVSE infrastructure within the city. DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 20 of 26 Task 7: EV and EVSE Equity Analysis Equity in EV adoption and EVSE infrastructure will be a central theme of the updated EVRR. This task will evaluate a range of equity issues, including vehicle acquisition assistance for low-income residents, EV ride-share programs targeting disadvantaged populations, and EVSE installation at multifamily units, particularly in lower-cost complexes. Accessibility for individuals without access to smartphones and traditional banking/credit systems will also be addressed. While equity will be addressed in a specific section of the updated EVRR, considerations will also be made and noted throughout the plan. IBE will serve as a reviewer on this portion of the plan to ensure that Equity best practices are followed. Task 8: Strategy Development and Implementation Plan The first step in this task will be to review and revisit the strategies from 2017 to understand what was pursued, accomplished, abandoned, or changed. This understanding will form the groundwork for developing effective strategies to include in the updated EVRR. Based on this analysis and our findings from the previous tasks, our team will develop a set of strategies that are designed to align with the City’s goals and objectives for electric vehicle adoption and EVSE infrastructure development. Our updated strategies will be actionable and well-informed, and will take into consideration stakeholder and community input, as well as analysis conducted during the plan update. The strategies will be categorized and include short-term, medium-term, and long-term recommendations. Special attention will be given to partnerships and relevant stakeholders for each strategy, ensuring that implantation roles are well defined and noted. The ultimate deliverable from this task will be an update of the “Readiness Strategies” and “Strategies” Section of the EVRR, with changes or additions to those sections as necessary. Task 9: Plan Adoption Before undergoing the final adoption process, a draft will be delivered to the TAC for review and feedback. This will help ensure that the plan is well aligned with key stakeholders and anticipated questions are answered. After this review, Iconergy will make edits as appropriate and assist City Staff in presenting the findings and recommendations from the Plan’s update to relevant boards and commissions. This will involve a collaborative effort to engage boards and commissions and present the updated EVRR and key findings that impact that group’s objectives. Iconergy will also assist in presenting findings and recommendations to City Council, leading to the formal adoption of the plan. Iconergy’s Project Manager Once under contract, delivering on a client’s goals requires consistency and a team that is invested in the project from the very beginning through post project support services. Iconergy prides itself on assigning a central Project Manager who works with the project team to ensure the client goals, vision and budget are continuously aligned with the development of the project as it progresses through each phase. This approach makes it very easy for communication and client-involvement with Iconergy’s central Project Manager. DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 21 of 26 For the City’s project we have assigned Grant Stump as the Project Manager. His contact information can be found on page 4. Grant is a Fort Collins resident with years of experience managing and successfully delivering sustainability focused projects both locally and throughout Colorado. His experience and local touch will allow Iconergy to deliver an EV Roadmap that is grounded in local needs and helps the City prepare for an electrified future. Grant will be supported by Erik Jeannette, Natan Simhai and Josh Decker. Approach to Execute the Scope of Work While the specifics are addressed in the “Detailed Narrative” section, Iconergy believes in a highly collaborative and engaged approach for public work. We aim to ensure stakeholder voices are heard and their feedback is incorporated in planning efforts. This approach assumes timely and accurate communication between all parties in order to maintain the accurate and timely delivery of the scope of work. Methods and Timeline of Communication to Project Staff We maintain continuity for the duration of the and our project managers’ involvement throughout the entire project. We will begin the process with a kickoff meeting. With concurrence from the City, we will arrange a meeting with the appropriate personnel to review schedules and discuss logistics. Daily communications will be coordinated among the Iconergy project manager, City personnel, and stakeholders. Software and Other Analysis Tools Iconergy will utilize industry standard analysis tools for this project. Additionally, IBE’s community survey will utilize the Qualtrics survey platform. Add Alternate 1: (This scope is presented as an add-alternate because it resulted in our fee being over the City’s budget) If this add alternate is selected, Iconergy is aware of multiple software platforms that incorporate historical traffic, EV charging infrastructure, and demographic data to address Task 6: Charging Demand Analysis. These tools will allow Iconergy to identify specific sites that are a high priority for EV Infrastructure and help to inform investment decisions for the City and for the private sector. These tools also provide mapping and graphic visualization platforms to display the results of our findings. Below is Iconergy’s detailed project schedule for the City’s upcoming project. Milestone Anticipated Completion Date Project Kickoff Meeting Mid-December, 2023 Tasks 1-3 Delivered February, 2024 Tasks 4-5 Completed April, 2024 Tasks 6-8 Completed June, 2024 Draft Report Delivered Mid-June, 2024 Final Report Delivered July 30th, 2024 Task 9 Completed and Plan Adopted August, 2024 DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 22 of 26 Organization Chart/Proposed Project Team Our team has extensive experience delivering hundreds of successful projects for schools, cities, counties, special districts, and commercial facilities. We integrate past experiences to deliver innovative solutions that meet the unique needs of our clients and their facilities. We are committed to providing training and support for our clients as the process is a fundamental attribute for every project. In addition to training and support, we see it as our job to introduce ideas and concepts to our clients as a means of enhancing the ability of our clients to meet their objectives. Below is our organization chart for the City’s upcoming project. Project Principal/ COF Liaison Erik Jeannette PE, CCP Project Manager Grant Stump PMP Project Engineer Natan Simhai CEM, BEMP Data Engineer Josh Decker Community Engagement Sub Consultant- Institute for the Built Environment Community Engagement & Sustainability Specialist Clayton Bartczak DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 23 of 26 EXHIBIT B BID SCHEDULE/ COMPENSATION Estimated Cost and Hours by Task Iconergy’s Estimated Cost and Hours by Task Task Team Member Rate Hours Task Total Task 1: Work Plan and Public Involvement Plan Grant Stump $173 16 $2,772 Natan Simhai $173 4 $693 Erik Jeannette $252 1 $252 IBE Fee* $161 13 $2,018 Total 34 $5,735 Task 2: Existing Plan, Literature, and Best Practices Review Grant Stump $173 24 $4,158 Natan Simhai $173 2 $347 Total 26 $4,505 Task 3: Vision/Goal Refinement, Initiate Community Engagement Grant Stump $173 16 $2,772 Natan Simhai $173 2 $347 IBE Fee* $127 86 $10,949 Total 104 $14,068 Task 4: Existing Conditions and Community Context Grant Stump $173 24 $4,158 Natan Simhai $173 4 $693 Total 28 $4,851 Task 5: EV Market Assessment Grant Stump $173 18 $3,119 Natan Simhai $173 2 $347 Total 20 $3,465 Task 6: Charging Demand Analysis Josh Decker $142 16 $2,268 Grant Stump $173 12 $2,079 Natan Simhai $173 4 $693 Total 32 $5,040 Task 7: EV and EVSE Equity Analysis Grant Stump $173 24 $4,158 Natan Simhai $173 2 $347 IBE Fee* $170 7 $1,108 Total 33 $5,613 DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 24 of 26 Task Team Member Rate Hours Task Total Task 8: Strategy Development and Implementation Plan Grant Stump $173 30 $5,198 Natan Simhai $173 4 $693 Erik Jeannette $252 2 $504 Total 36 $6,395 Task 9: Plan Adoption Grant Stump $173 12 $2,079 Erik Jeannette $252 6 $1,512 Total 18 $3,591 Grand Total (Base Scope) 330 $53,261 Add Alternate 1: In-Depth Charging Demand Analysis Josh Decker $142 40 $5,670 Grant Stump $173 4 $693 Natan Simhai $173 4 $693 Direct Costs GIS Database and Tool $2,250 Totals 48 $9,306 Grand Total (With Add Alternate) 378 $62,567 Staff Rates Iconergy’s Staff Rates Name/Title HR Hourly Rate Project Principal $252 Project Manager $173 Project Engineer $173 Data Engineer $142 IBE Staff Rates Name/Title HR Hourly Rate Associate Director $195 Senior Project manager $155 GA Student Associate (Green Associate) $89 DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 25 of 26 EXHIBIT C INSURANCE REQUIREMENTS The Professional will provide, from insurance companies acceptable to the City, the insurance coverage designated hereinafter and pay all costs. Before commencing work under this bid, the Professional shall furnish the City with certificates of insurance showing the type, amount, class of operations covered, effective dates and date of expiration of policies. In case of the breach of any provision of the Insurance Requirements, the City, at its option, may take out and maintain, at the expense of the Professional, such insurance as the City may deem proper and may deduct the cost of such insurance from any monies which may be due or become due the Professional under this Agreement. Insurance certificates should show the certificate holder as follows: City of Fort Collins Purchasing Division PO Box 580 Fort Collins, CO 80522 The City, its officers, agents and employees shall be named as additional insureds on the Professional 's general liability and automobile liability insurance policies by marking the appropriate box or adding a statement to this effect on the certificate, for any claims arising out of work performed under this Agreement. Insurance coverages shall be as follows: A. Workers' Compensation & Employer's Liability. The Professional shall maintain during the life of this Agreement for all of the Professional's employees engaged in work performed under this agreement. Workers' Compensation & Employer’s Liability insurance shall conform with statutory limits of $100,000 per accident, $500,000 disease aggregate, and $100,000 disease each employee, or as required by Colorado law. B. General Liability. The Professional shall maintain during the life of this Agreement such General Liability as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this Agreement. Coverage for property damage shall be on a "broad form" basis. The amount of insurance for General Liability shall not be less than $1,000,000 combined single limits for bodily injury and property damage. C. Automobile Liability. The Professional shall maintain during the life of this Agreement such Automobile Liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this Agreement. Coverage for property damage shall be on a "broad form" basis. The amount of insurance for Automobile Liability shall not be less than $1,000,000 combined single limits for bodily injury and property damage. D. Errors & Omissions. The Professional shall maintain errors and omissions insurance in the amount of $1,000,000. In the event any work is performed by a subcontractor/subconsultant, the Professional shall be responsible for any liability directly or indirectly arising out of the work performed under this Agreement by a subcontractor/subconsultant, which liability is not covered by the subcontractor/subconsultant's insurance. DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 Professional Services Agreement RFP 9900 Electric Vehicle Readiness Roadmap Update Page 26 of 26 EXHIBIT D CONFIDENTIALITY IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the “City”) pursuant to this Agreement (the “Agreement”), the Professional hereby acknowledges that it has been informed that the City has established policies and procedures with regard to the handling of confidential information and other sensitive materials. In consideration of access to certain information, data and material (hereinafter individually and collectively, regardless of nature, referred to as “information”) that are the property of and/or relate to the City or its employees, customers or suppliers, which access is related to the performance of services that the Professional has agreed to perform, the Professional hereby acknowledges and agrees as follows: That information that has or will come into its possession or knowledge in connection with the performance of services for the City may be confidential and/or proprietary. The Professional agrees to treat as confidential (a) all information that is owned by the City, or that relates to the business of the City, or that is used by the City in carrying on business, and (b) all information that is proprietary to a third party (including but not limited to customers and suppliers of the City). The Professional shall not disclose any such information to any person not having a legitimate need-to-know for purposes authorized by the City. Further, the Professional shall not use such information to obtain any economic or other benefit for itself, or any third party, except as specifically authorized by the City. The foregoing to the contrary notwithstanding, the Professional understands that it shall have no obligation under this Agreement with respect to information and material that (a) becomes generally known to the public by publication or some means other than a breach of duty of this Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the request for such disclosure is proper and the disclosure does not exceed that which is required. In the event of any disclosure under (b) above, the Professional shall furnish a copy of this Agreement to anyone to whom it is required to make such disclosure and shall promptly advise the City in writing of each such disclosure. In the event that the Professional ceases to perform services for the City, or the City so requests for any reason, the Professional shall promptly return to the City any and all information described hereinabove, including all copies, notes and/or summaries (handwritten or mechanically produced) thereof, in its possession or control or as to which it otherwise has access. The Professional understands and agrees that the City’s remedies at law for a breach of the Professional’s obligations under this Confidentiality Agreement may be inadequate and that th e City shall, in the event of any such breach, be entitled to seek equitable relief (including without limitation preliminary and permanent injunctive relief and specific performance) in addition to all other remedies provided hereunder or available at law. DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 12/4/2023 RSC Insurance Brokerage,Inc. P O Box 419013 Kansas City MO 64141-6013 Jen Pellegrino 816-843-4632 816-472-5018 jpellegrino@thomasmcgee.com Colony Insurance Company 39993 ICONLTD-02 Ohio Security Insurance Company 24082Iconergy,LTD 1905 Sherman St.,Ste.1040 Denver CO 80203 1419824016 A X 1,000,000 X 100,000 X Stop Gap 10,000 1,000,000 2,000,000 X PACES4281460 9/15/2023 9/15/2024 2,000,000 DEDUCTIBLE 5,000 B 1,000,000 X X X BAS61890807 9/15/2023 9/15/2024 A 5,000,000 X EXC4281461 9/15/2023 9/15/2024 5,000,000 X 0 B X N XWS 61 89 08 07 9/15/2023 9/15/2024 1,000,000 1,000,000 1,000,000 A Professional Liability PACES4281460 9/15/2023 9/15/2024 Each Occurrence Aggregate Deductible 1,000,000 2,000,000 5,000 City of Fort Collins is included as additional insured on the General Liability,Auto Liability and Professional Liability when required by written contract. City of Fort Collins 215 North Mason Street Fort Collins CO 80522 DocuSign Envelope ID: B25DB65C-EDE7-487B-B3A6-442906AC1E51