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HomeMy WebLinkAboutRESPONSE - RFP - P1131 HAZARDOUS MATERIALS STUDYR,3 Task 2.2 Follow -Up Staff Meetings Scope of Work Immediately following the Kick -Off Meeting R3 Project Staff will hold meetings with appropriate City staff to, among other things: • Review City's current policies, practices and programs in detail (in support of Task 3 below); and • Review relevant analysis conducted to date (in support of Task 4 below). R3 will also prepare an initial Draft List of Options for consideration by the City during the Kick -Off Meeting. The options will be presented in the form of a Comparative Options Matrix that will provide a format for presenting the analysis of how each option addresses various issues of concern including: • Air quality; • Public safety; • Landfill and groundwater protection; and • Natural habit conservation. The Comparative Options Matrix will also include various other criteria to provide the decision makers with an effective means for comparing and evaluating options. Those additional criteria may include: • Summary pros and cons; • Impact on existing haulers; • Impact on residents; • Implementation issues; and • Administrative issues. Task 2.3 Stakeholder Meetings If requested by the City, R3 Staff will also be available to meet with the residential haulers, County and/or other stakeholders to discuss the project objectives, data needs, answer questions, etc. We have assumed that any such meeting(s) will be scheduled on the day of the Task 2.1 Kick -Off Meeting or the following day and that the City will schedule any such meeting(s) it deems appropriate. Task 2 Deliverables: • Kick -Off Meeting Agenda; • Preliminary Draft Comparative Options Matrix. Section 1 - 3 Scope of Work Task 3 Review Current Policies, Practices, and Programs Our approach to this engagement is designed not to recreate the wheel, but effectively build upon the good work that has already been completed by the City and the R3 Project Team for other jurisdictions. The first step in doing so is to have a full understanding of the City's current policies (e.g., E-Waste Ordinance), practices and programs, and review relevant analysis and reports that have been developed. Obtaining that understanding will start with our review of relevant documents that have been provided in advance of the Task 2 Kick -Off Meeting. We have reviewed a number of those documents as part of the preparation of this proposal and will review all other available documents that are provided. Information gathered from those documents will be used to help prepare the preliminary Draft List of Options for discussion as part of Task 2.2 above. Additional review and analysis will be conducted following the Kick -Off Meeting as part of this task. Task 3.1 Review Existing Data and Practices 3.1.1 Review Ordinances / Evaluate Opportunities to Improve Diversion The City's existing hazardous materials management policies, practices and programs will be reviewed and evaluated to determine opportunities to improve the management of hazardous materials in the City. This review will be coordinated with our broader consideration of options conducted as part of Task 5. As part of our review of the City's ordinances we will reference ordinances from other jurisdictions which we drafted or are familiar with that have been designed to support effective residential hazardous material management. This will include, but not necessarily be limited to ordinances is support of Extended Producer Responsibility and U-waste management. 3.1.2 Evaluate Metrics and Measurements R3 Project staff will evaluate the accuracy and effectiveness of the City's metrics and measurements for hazardous materials in the community. As appropriate, we will also review and comment on the County's HHW metrics and measurements, with specific attention to the tracking and reporting data for the County's Hazardous Waste Program that can be used for diagnostic benchmarking in support of hazardous materials management program improvements. Section 1 - 4 Task 3.2 Document "Best Practices" Scope of Work R3 Project staff will identify and document Best Practices as they relate to the management of household hazardous waste. The R3 Project Team has worked with numerous jurisdictions that have implemented a wide range of HHW, E-waste, U-waste and EPR policies, practices, and programs. Those policies, practices and programs will be documented, along with others that we are aware of or that are identified as part of our project specific research, and will be included in the evaluation of options conducted in Task 5. Task 3.3 Summarize Emerging Issues R3 Project staff will summarize emerging issues of specific hazardous waste materials disposal / management (e.g., compact fluorescent light bulbs, electronic waste, mercury thermometers, etc.). Task 3.4 Evaluate Impacts of Emerging Hazardous Waste Needs on Trash Collection Services Certain options available to the City for the management of HHW and/or sub streams including E-waste and U-waste involve curbside collection of these materials either as part of existing curbside recyclables and/or bulky waste collection programs or through dedicated HHW, E-waste and/or U-waste collection programs. For this task we will evaluate the potential opportunities and impacts of such options as part of existing licensed hauler programs / requirements or through separate dedicated programs. Task 3 Deliverables: • Documentation and evaluation of the City's existing HHW data and practices; • Documentation of Best Practice options to be included in the Task 5 analysis; • Summary of emerging issues of specific hazardous materials/disposal management and evaluation of their impacts on trash collection services. Task 4 Data Collection and Analysis Task 4.1 Establish Accurate Local Data R3 will use information from the City, local private trash haulers, and other public agencies (e.g., Larimer County and State) to establish accurate local data on the amount and types of hazardous materials and hazardous waste that are being handled in Fort Collins. This data will be used in as part of quantifying the impacts in Task 4.2. Section 1 - 5 .7c® e of Work For purposes of characterizing and quantifying hazardous waste p from commercial and industrial generators we propose to use City commercial and industrial tonnage data and the results of the Larimer County 2006 Waste Composition Study that includes the percentage of the Electronics and Hazardous Material in the commercial waste stream. Task 4.2 Quantify Impacts Project staff will quantify and/or qualify impacts to air quality, neighborhood safety, landfill and groundwater protection and natural habitat conservation that are related to hazardous waste. Task 4.3 Apply Concepts from Industrial Ecology R3 Project Staff will consider applying concepts from Industrial Ecology (i.e., Materials Flows Analysis) to pull data together in context of achieving community goals and optimizing efficiencies. Task 4 Deliverables: • Quantification of the amount and types of hazardous materials and hazardous waste that are being handled in Fort Collins; and • Quantification and/or qualification of the impacts to air quality, neighborhood safety, landfill and groundwater protection and natural habitat conservation that are related to hazardous waste. Task 5 Research and Evaluate Options Task 5.1 Define Options The preliminary Draft List of Options developed as part of Task 2 will be expanded based on the work conducted in Task 3, Task 5.2, and this task resulting in a Final List of Options that will be evaluated in Task 5.3. The list of options will include, but not necessarily be limited to the following and will include an evaluation of benefits and cost of implementation: • Null alternative (no changes to existing system); • Changes and/or additions to regulations affecting hazardous materials/waste management; • New initiatives that could be implemented by the City to achieve exemplary levels of public safety from the risks of hazardous waste being released to the local environment. Section 1 - 6 Our review of Extended Producer Responsibility will include City ®pe ®f Work for: • New regulatory options to address identified issues at the local level; and • New EPR related collection/drop-off programs. Task 5.2 Identify Additional Alternatives R3 Project Team staff will draw upon our collective knowledge and experience, which we will supplement with additional research to identify additional alternatives to those identified in Task 5.1, with respect to improving residential hazardous materials management. Those alternatives will be included in the Final List of Options that are evaluated in Task 5.3. Additional alternatives to be considered may include, but are not limited to the following: • Technology innovations in the hazardous materials manufacturing industry, such as product stewardship initiatives, and in the waste collection and treatment industry, including but not limited to route planning software, and materials tracking software; • Regulation of hazardous materials manufacturers, waste generators, or collectors; • Regulations on the operation of hazardous waste collection and transport vehicles; • Improvements in source reduction programs that reduce the quantity of hazardous materials consumed, and the quantity of hazardous materials generated; and • Establishment of local environmental fee by City government to pay for hazardous waste management programs. Task 5.3 Evaluate Impacts of Each Option Each option defined in Task 5.1, along with additional alternatives identified in Task 5.2, will be evaluated for its benefits and costs of implementation. This analysis will be presented in the form of the Comparative Options Matrix along with supporting analyses and reference documentation as appropriate. Task 5 Deliverable: • Comparative Options Matrix along with supporting analyses and reference documentation, as appropriate. 100-14 opt Section 1 - 7 Task 6 Meetings & Reports Task 6.1 Meetings R3 understands that the City's goal is to do much of the work for this project on-line and via conference call, to minimize travel time for consultants. Our project work scope and budget provides for our Task 2 Kick -Off Meeting and one (1) additional planning meeting or City Council presentation during the course of the project. Project staff will be available throughout the engagement via teleconferencing. We anticipate providing the City with electronic copies of various project related documents and drafts of project deliverables during the course of the engagement which will be reviewed and discussed with City staff on an ongoing basis throughout the course of the engagement. Task 6.2 Reports R3 will prepare a Draft Report of the analyses of the various options considered which includes: • Executive Summary; • Data analysis; • Pros / cons of each option presented; • A graphical representation of how each option addresses the issues of concern (i.e., air quality, public safety, landfill and groundwater protection and natural habitat conservation); and • Professional recommendations on which option(s) would be most feasible and/or effective for the City to implement. We will then revise the Draft Report and issue a Final Report based on comments received from the City. Three (3) hard copies and an electronic copy of both the Draft and Final Report will be provided. Task 6 Deliverables: • One(1) Project Kick -Off Meeting (Task 2); • One (1) Project Planning Meeting; • Three (3) hard copies of Draft and Final Reports; and • One (1) electronic copy of Draft and Final Reports. Section 1 - 8 m * f R3 Consulting Group, Inc. ("R3") specializes in management consulting services for solid waste and water / wastewater utilities. We provide a range of services to our municipal clients, including competitive procurement of collection, processing and disposal services; development, implementation and monitoring of service contracts and franchise agreements; rate reviews and cost -of - service studies; financial and technical analysis of programmatic and policy alternatives; operational reviews and performance assessments; and management studies and compliance audits. R3 was incorporated in California in 2002 and maintains offices in Culver City and Sacramento, California. We can be contacted at: R3 Consulting Group, Inc. Northern California Southern California 4811 Chippendale Drive Suite 708 Sacramento, CA 95841 916-576-0306 4361 Keystone Avenue Culver City, CA 90232 310-559-7451 Resources, Responsibility and Respect — these are the guiding principles of R3 Consulting Group. Our mission is to assist municipal clients in identifying challenges, evaluating alternatives, and implementing cost-effective, environmentally sound and "community -friendly" solutions. For more than 30 years, R3 team members have assisted municipal clients to implement a variety of programs, services and facilities. Citrus Heights, CA Contra Costa County, CA Dana Point, CA Laguna Beach, CA Laguna Niguel, CA Los Angeles County, CA Manteca, CA Mann County, CA Mission Viejo, CA Monterey County, CA Oakland, CA Phoenix, AZ Rancho Cordova, CA Sacramento County, CA Sacramento, CA San Bernardino, CA San Clemente, CA San Jose, CA Scottsdale, AZ Seminole County, FL State of Arizona State of California State of New Mexico Tucson, AZ Tustin, CA U.S. Navy, San Diego 64.1, o ► RFP Preparation and Management and Alameda, CA Rancho Murieta CSD, CA Albuquerque, NM Rancho Palos Verdes, CA Barlett, TN Redlands, CA Bradbury, CA Redwood City, CA CCCSWA, CA Rolling Hills Estates, CA Citrus Heights, CA Sacramento County, CA Clovis, CA Sacramento, CA Colton, CA San Anselmo, CA Douglas County, NV San Bernardino County, CA Duarte, CA San Bernardino, CA Dublin, CA San Francisco, CA El Cerrito, CA San Gabriel, CA El Dorado County, CA San Jose, CA Irwindale, CA San Leandro, CA Lexington County, SC Santa Barbara County, CA Livermore, CA Santa Cruz County, CA Manteca, CA Santa Rosa, CA Mancopa County, AZ SBWMA, CA Memphis, TN Scottsdale, AZ Millbrae, CA South Kingstown, RI Monrovia, CA South Pasadena, CA Montebello, CA Tucson, AZ Monterey County, CA Union City, CA Norfolk, VA Upland, CA Oakland, CA Vallejo, CA Oxnard, CA Waco, TX Phoenix, AZ WCCIMWA, CA Pleasanton, CA West Columbia, SC Puerto Rico Windsor, CA Section 2 - 1 Firm Practice Areas Qualifications SOLID WASTE PLANNING, AB 939 IMPLEMENTATION, ZERO WASTE PLANNING AND EXTENDED PRODUCER RESPONSIBILITY R3 staff have designed and implemented numerous solid waste collection, recycling, composting and disposal programs and facilities for cities, counties and regional authorities in California and throughout the United States. R3 emphasizes the creation of technically and financially sound solutions that can be effectively implemented and maintained over the long-term. Our broad experience has allowed R3 to address a variety of issues that typically confront our municipal clients during the implementation of programs and facilities, including regulatory compliance, community outreach and public education, land -use planning and permitting, inter -jurisdictional coordination, AB 939 planning requirements and diversion mandates, labor issues and customer service and billing functions. R3 is currently involved with several innovative projects with state agencies and Cities, including Zero Waste Plans, and several projects related to Extended Producer Responsibility. Our solid waste management planning services include the following: • Overall AB 939 compliance, including evaluation, design and implementation of diversion collection, processing, marketing and disposal programs, development and facilities; • Design and implementation of ordinances and policies, public education and outreach programs, community workshops, and public opinion surveys and focus groups; • Business waste assessments and recycling implementation assistance; • Development of local ordinances to support contract requirements and new programs, including Construction and Demolition (C&D) ordinances and implementation of C&D ordinances; • Zero Waste Plans; • CIWMB and DOC grant applications, program development and administration; • Sustainability plans, including development of indicators, measurement and monitoring; • Extended Producer Responsibility state-wide studies and Section 2 - 2 local planning and implementation assistance, including Firm sharps and universal waste (U-waste) assessments; Qualifications • Preparation and adoption of AB 939 planning documents, including SRRE's and HHW E's, new base -year studies and annual reports; and • Evaluation, design and implementation of collection, processing, marketing and disposal programs and facilities. PROCUREMENT ASSISTANCE SERVICES R3 provides a range of procurement assistance services for our municipal clients, ranging from assisting jurisdictions with "sole - source" negotiations with an existing service provider to managing all aspects of a competitive procurement process for refuse collection, recycling, processing and disposal services. We typically provide "full -service" procurement assistance, meaning that we work closely with our client staff on all aspects of a competitive procurement project. R3 first works with staff and community members to develop the scope and design of programs, facilities and services. Once this is complete, R3 prepares the Request for Proposals package, drafts the franchise agreement or operating contract, conducts pre -proposal meetings with potential contractors and written responses to questions, assists the evaluation team with proposal evaluations, and prepares staff reports and presentations to support the committee recommendations. Finally, we typically prepare and conduct workshops and community forums to solicit direct input on program design from residents, business groups, and elected officials. Our procurement services include the following: • Development and evaluation of policy and programmatic alternatives that meet the specific needs of the community; • Design of performance standards, incentives and penalties related to Contractor performance; • Development of an annual adjustment mechanism to the Contractor compensation and user rates and fees; • Preparation and distribution of the Request for Proposals package, including the franchise agreement and operating contracts; • Assistance with the technical and financial evaluation of proposals; and • Negotiation, development and monitoring of contracts and franchise agreements. Section 2 - 3 Firm FINANCIAL AND RATE ANALYSIS Qualifications R3 staff members have broad experience in performing financial and rate structure analysis projects for municipalities, public utilities and regional authorities. As a result, we provide our clients with the financial information and comparative analysis required to make sound, informed decisions. In addition, our understanding of the fundamental challenge of local governments to balance complex services and programs with the realities of budget constraints allows us to provide effective and meaningful financial consulting services to our clients. Finally, our primary goal on financial and rate analysis projects is to strike a balance of representing the interests of our municipal clients with ensuring that the contractor(s) are compensated fairly and in accordance with the terms of their Contract. Our financial and rate analysis services include the following: • Rate audits and rate structure analysis; • Cost -of -service and revenue requirement studies; • Financial modeling and analysis of funding alternatives; • Development of refuse vehicle impact fees; • Audits of billing systems and franchise fee payments; and • Budgeting and long-term financial planning. OPERATIONS AND PERFORMANCE REVIEWS R3 staff has extensive experience both operating and evaluating solid waste management systems, and we use that experience to assist our clients with the review and analysis of both municipally operated and franchised solid waste operations. We understand the challenges associated with operating municipal systems, as well as administering franchised solid waste services. In either case, we strive to generate meaningful recommendations based on documented analysis with a focus on opportunities to improve safety and customer service, increase productivity and reduce costs. Our operations and performance review services include the following: • Review of Contract compliance by a private operator; • "Time and motion" analysis of collection and transfer operations; • Development of "target -productivity" standards and IV2-.�5 performance enhancement strategies; Section 2 - 4 Consu ing'roup inn. 4811 Chippendale Drive, Suite 708 Sacramento CA 90841 Resource., Ves1>011! klily -1 evpec{ Tel. 866-437--3244 Fax 916 331-9600 July9, 2008 Mr. John D. Stephen, CPPO, CPPB, Senior Buyer City of Fort Collins, Purchasing Division 215 North Mason Street, 2no Floor Fort Collins, CO 80524 Subject: Proposal for Hazardous Materials Study Dear Mr. Stephen: R3 Consulting Group (R3) and Heidi Sanborn are pleased to submit the attached proposal to the City of Fort Collins (City) to complete a Hazardous Materials Study that will: Review the City's current solid waste reduction policies and programs for protecting the local community and' environment from hazardous waste pollution; Supply data and analysis to assess the impacts of hazardous materials in the community; and, Provide a comprehensive and detailed list of options for making improvements to the current system in terms of hazardous waste collection and management, and for implementing source'reduction measures for hazardous: waste. We believe the our Project Team is uniquely qualified for this engagement with more relevant Household Hazardous Waste, Universal Waste and Sharps Waste Management planning, contracting and program implementation, and Product Stewardship experience than any of our competitors. We are committed to providing the City with a high quality work product on schedule and within budget which can serve as a solid foundation upon which the City can base the design of an effective long-term residential hazardous waste management system. Project Team / Qualifications R3 will be the prime consultant for this engagement with assistance from Heidi Sanborn one of the leading Product Stewardship experts in the country. I will serve as Project Manager for the engagement with assistance from Ms. Sanborn and other qualified staff. R3 is a management consulting firm established in 2002 specifically to serve municipal agencies responsible for solid waste management. Our three partners have more than 70 years of combined solid waste operations and consulting experience, and during the past 30 years have conducted hundreds of solid waste management consulting projects for clients throughout California and the U.S. We are currently assisting the City with its Trash Services Study. Heidi Sanborn is an independent consultant, a former R3 employee and the Executive Director of the California Product Stewardship Council. lZichnrri � !-l�uchinsan a (LichTrd � nggrc> I_iwui \ViLhim '>chae i • Analysis of vehicle routing systems; Firm • Review customer service and billing functions; and Qualifications • Development of "performance benchmarking" metrics to measure system performance and improvements. MANAGEMENT CONSULTING R3 provides management consulting services to public agencies and local governments charged with implementation of business practices and public/private partnerships. The primary objective of our management consulting service is to maximize our clients return on the investment of financial and human resources. R3's management consulting practice provides objective assessments geared towards helping our clients arrive at effective business decisions in a timely and informed manner. Our management consulting services include the following: • Strategic and long-range planning services; • Organizational design and information flow analysis; • Management audits and "process -mapping" exercises; • Consensus building and decision -making techniques; • Allocation of resources to meet stated objectives; • Tracking and monitoring of performance metrics; and • Information system assessments and design. R3 Provides Solutions We are committed to completing our work assignments in an objective and comprehensive manor. By following this principal, our work products result in the best combination of programs and price that best meets the needs of the customer and our public sector clients. R3 understands the sensitive nature of conducting projects for public agencies. We are strongly committed to providing our clients with unbiased opinions and recommendations. Accordingly, R3 only provides services to public agencies. R3 does not have any relationship and/or employment agreement with any private waste haulers and R3 does not provide services to any private waste haulers. on Section 2 - 5 Project Summary Table The following summary table cross-references the services that R3 team members have provided for public agencies over the past 30 years. m OJ mN U N M 10 �a d my = V U ♦' a`in 0 oc C M of A I N L 0(L C y:: m J. a C 20 4e t0c "O C 0S. Adelanto, CA ✓ Alameda County Waste Management Authority, CA ✓ ✓ ✓ Alameda, CA ✓ Albuquerque, NM ✓ Amador County, CA ✓ ✓ Apple Valley, CA ✓ Arcadia, CA ✓ Arlington, TX ✓ ✓ Atherton, CA ✓ Barstow, CA ✓ Bell Gardens, CA ✓ ✓ ✓ Bellflower, CA ✓ Belmont, CA ✓ Beverly Hills, CA ✓ ✓ Big Bear Lake, CA ✓ Blythe, CA ✓ Bradbury, CA ✓ ✓ ✓ Branson, MO ✓ Brevard County, FL ✓ ✓ ✓ Burbank, CA ✓ Burlingame, CA ✓ Carlsbad, CA ✓ Camp Verde, AZ ✓ Carson, CA ✓ ✓ Castro Valley, CA ✓ Cathedral City, CA ✓ Central Contra Costa County Solid Waste Authority, CA ✓ Chino, CA ✓ Chino Hills, CA ✓ Citrus Heights, CA ✓ ✓ ✓ CIWMB ✓ Section 2 - 6 Section 2 - 7 m Section 2 - 8 Section 2 - 9 Finn Qualifications v c �v r_ �E UN dw °E d"' 3c C A O 1 j ` O O 3 W N 'O C O p 'uc'.a a.in 0CL no inn. South Pasadena, CA ✓ ✓ State of Arizona ✓ ✓ ✓ State of California ✓ ✓ State of New Mexico ✓ Temecula, CA ✓ Torrance, CA ✓ Tucson, AZ ✓ ✓ ✓ ✓ Tustin, CA ✓ Twentynine Palms, CA ✓ Upland, CA ✓ ✓ ✓ US. Navy ✓ Verde Valley Region, AZ ✓ Vernon, CA ✓ ✓ Victorville, CA ✓ West Covina, CA ✓ West Hollywood, CA ✓ Windsor, CA ✓ ✓ Yucaipa, CA ✓ Yucca Valley, CA ✓ PROJECT DESCRIPTIONS The following includes brief descriptions of projects that R3 team members have completed. Section 2 - 10 R3 Consulting Group, Inc. (R3) was engaged by 4 i the City of Elk Grove (City) to assist with an initial -ai;r analysis of a City -owned Permanent Household 1 Hazardous Waste Collection (PHHWC) Facility <.. and Transfer Station. The objectives of the engagement were to explore the potential advantages and disadvantages associated with the development of a City -owned PHHWC Facility and transfer station. The City is interested in proactively pursuing and securing a cost-effective long-term solid waste management system. As part of that process the City is interested in determining if developing a local facility to accept, process and transfer solid waste materials, and to accept household hazardous waste (HHW) materials, is in the City's best strategic interest. Such a facility would provide the City with local control; enhance its ability to competitively procure disposal and material processing services separately from collection; allow for additional local services such as universal waste drop-off, small quantity generator HHW collection, or self - haul; increase material recovery opportunities and also minimize collection costs. The City could also potentially use the facility site as a local corporation yard for collection services. The availability of a City -owned corporation yard could help to increase competition for the City's solid waste collection franchise by enabling firms without a local corporation yard to effectively compete for the City's franchise. As a result of our review we recommended that the City continue the site evaluationprocess ^� Se it has undertaken, fund sand then proceed with the� preparation of an Environmental Impact Report (EIR) for a potential site. The City Council subsequently approved funding for the EIR process and the City is moving forward with the project. R3 Team Members: William Schoen; Project Manager Ric Hutchinson; Project Analyst Richard Tagore-Erwin, Project Analyst Steve Harriman; Project Analyst Contact., Ms. Cedar Kehoe, Integrated Waste Program Manager Elk Grove, CA Analysis of City Owned Transfer Station and Household Hazardous Waste Facility Section 2 - 11 Counties of: Alpine, Amador, Calaveras, El Dorado, Mariposa, Sacramento, Sonoma, Stanislaus and Tuolumne Universal Waste and Sharps Management Programs and Countywide Coordination Grants Benefits: • Design coordinated and convenient universal waste and sharps collection strategies • Include local stakeholders in program design • Support and promote producer responsibility • Make recycling of these products convenient for the public R3 Consulting Group (R3) was recently selected by nine California counties to develop a. coordinated strategy for universal waste (u- waste) and sharps collection using California Integrated Waste Management Board Household Hazardous Waste (HHW) coordination grant monies. The HHW coordination grants are non-competitive and can be used to fund development of countywide strategies for u-waste and sharps collection and management programs The Sonoma County Waste Management Agency and Calaveras County as the lead for Alpine, Amador, El Dorado and Tuolumne selected R3 to develop a countywide/regionwide% coordinated strategy to collect and manage sharps. SB 1305, -- passed in 2006, banned all household generated sharps from disposal by September 2008 without proper containment to protect public health and safety, especially for the solid waste workers. R3 will work closely with the County Health Departments to develop a countywide strategy with a sustainable funding source. R3 has also been selected by Mariposa, Sacramento, Stanislaus, and Tuolumne Counties to develop a countywide strategy to manage u-waste. R3 is responsible for researching existing u- waste collection and public education strategies. R3 will also be responsible for estimating the volume of materials currently collected and identifying potentially new methods to encourage or mandate retailers to share the responsibility for the u-wastes they sell. In addition, R3 will analyze possible collection and funding options. Finally, R3 will develop recommendations on how to coordinate the producer responsibility effort with other California jurisdictions to increase pressure on all California manufacturers and retailers to share responsibility for their products at the end of life. R3 Team Members: William Schoen, Project Director Heidi Sanborn, Project Manager Myriam Arce, Project Analyst Contact: Ms. Lesli Daniel, Calaveras County Ms. Kell! Sequest, Sacramento County Mr. Ken Wells, Sonoma County Mr. Peter Rei, Tuolumne County Additional references available upon request. Section 2 - 12 The County of Madera has a highly rural and diverse population contained within two incorporated cities, Madera and Chowchilla, and several outlying unincorporated communities. Two of the largest challenges to collection program implementation are language barriers and how to serve the more remote areas of the County. The County also faces a lack of adequate staffing to plan and implement programs, and to comply with the extensive reporting requirements that are associated with household hazardous waste and used oil block grant programs. The project team, 0 led by R3 team member-,t Arco, assisted the Cities County in successful implementation of grant programs for over three years. Ms. Arce was also responsible for overseeing all California Integrated Waste Management Board reporting on grant expenditures. Myriam and the The project team created a bi-lingual public outreach program including brochures and billing inserts, to promote special collection events and a special curbside collection program to serve elderly and home bound residents that are not able to take advantage of Certified Collection Center (CCC) events. The project team also monitored the twelve County CCC sites and identified needed improvements for the safe collection and storage of used oil. The project team also coordinated the procurement and distribution of equipment that was needed and promotional items for distribution to the public. R3 Team Member. Myriam Arce, Project Manager Contact: Mr. Jim Shields, Assistant Engineer Madera County, CA qt R$ y, Used Oil and Household Hazardous Waste Grant Administration Services Benefits: • Implemented several special collection programs • Developed bi-lingual public education materials • Implemented a curbside collection program Section 2 - 13 Sonoma County Waste Management Agency, CA SONOMA COUNTY YIame MOfldgeMN Tamp Extended Producer Responsibility Implementation Plan R3 was recently engaged by the Sonoma County Waste Management Agency (Agency) to draft an Implementation Plan for Extended Producer Responsibility (EPR). The objective of the Implementation Plan is to provide a recommended strategy for Sonoma County and its nine cities to promote EPR at the local level. The issue of getting product producers to take responsibility to fund and manage their products at the end of life became critical when the State of California banned all universal waste from disposal in February 2006. The landfill ban is essentially an unfunded mandate on local government to collect and manage these materials. Sonoma County spent $22,000 in 2006 just to manage batteries and fluorescent lamps and the capture rate is still well below 10 percent of generation. The development of the Implementation Plan required the documentation of the current trends of EPR policy adoption and implementation at all levels of government. The EPR Implementation Plan provides the background on California state and local governments EPR policies as well as policies from Canada and Europe. Through documenting the variety of EPR policies and implementation strategies, trends were identified which provided information to the Agency board as to what options were most appropriate for Sonoma to pursue at the local level. R3 presented the final Implementation Plan to the Agency Board at the February 21, 2007 f Board meeting and it was unanimously adopted by the Agency as proposed. The Agency will pursue a two -phased strategy. Phase I will encourage manufacturer responsibility by supporting state and federal actions that make producers responsible and to work with Agency members to include EPR language in its procurement policies, and work with local retailers to implement take -back voluntarily. Phase II will consider adopting a mandatory local take -back ordinance if there is not a significant increase in producer responsibility to manage and pay for the products at the end of life by December 2007. R3 Team Member. Richard Tagore-Erwin, Project Manager Heidi Sanborn, Project Analyst Contact. Mr. Ken Wells, Agency Director Section 2 - 14 Mr. John D. Stephen July 9, 2008 Page 2 of 2 The R3 Project Team is on the leading edge of Household Hazardous Waste, Universal Waste and Sharps Waste Management, Product Stewardship and the design of Sustainable Solid and Hazardous Waste Management Systems. R3 and Ms. Sanborn recently completed the first Universal Waste Management Plans in the State of California and are currently in the process of drafting comprehensive Sharps Management Plans for six counties. R3 and Ms. Sanborn also recently completed a major U-Waste Financing System Report for the California Integrated Waste Management Board. That landmark study involved the identification of financing methods being used around the world to finance materials management programs. That information was then used to assess the options available to California Policy makers to manage U-Waste and paint and make recommendations on which management systems to use for each material type. Ms. Sanborn and R3 are also currently part of a project team with the Del Norte County Solid Waste Management Authority that is undertaking a comprehensive statewide effort to implement innovative U-Waste collection opportunities that promote public/private partnerships. Project Approach Our approach is designed to provide the City with a comprehensive objective analysis of the various options available to assist it with the design of an effective long-term residential hazardous waste management system. Our review will consider a range of regulatory, programmatic, financial and contractual 'options available to the City in support of the effective management of residential hazardous waste. We will clearly describe each option and present an effective analysis of the pros and cons along with an assessment of how each option addresses issues of concern including air quality, public safety, landfill and groundwater protection and natural habitat conservation. We have assigned a team of senior staff to this engagement, specifically to support our ability to effectively identify and evaluate the range of options. While we will seek out and present information from other third parties as appropriate, our project teams' hands-on experience designing, implementing and evaluating the effectiveness of a multitude of the options available to the City is the cornerstone of our approach. We appreciate the opportunity to submit this proposal to the City. Please feel free to contact meat (916) 576-0306, or e-mail me at wschoen@r3cgi.com if you have any questions or comments regarding our proposal. Sincerely, R3 CONSULTING GROUP William en Principal As of February, 2006, household generated Firm Universal Waste (U-Waste) could no longer be ��IlflCc`��l®r�S legally disposed of in landfills. U-Waste consists of common household hazardous waste items including batteries, fluorescent light tubes, State of California mercury -containing thermometers and thermostats, and consumer Integrated Waste electronic devices. This development is expected to greatly increase the amount of U-Waste to be collected and recycled at Management Board local government collection facilities. Currently, no stable financing system exists for most U-Waste collection and recycling k~, activities which will hinder its collection and�xi processing. The cost to support collection of Us ■ .; Waste is projected to be approximately $42 ,' - o ®■ million annually based on the infrastructure ■ ra ®r ■za r study by JD Franz in 2002. Since there is no formal system in place to �'� NNEM support the U-Waste collection, transportation and recycling program, local governments are 11 N IN expected to bear the costs of implementing® ®®® U-Waste programs without any financial MEMO s� b support from State Government. Existing collection opportunities NO mom are not convenient for households therefore volumes of materials U-Waste Financing collection are less than 1% of what is sold. Additionally, leftover paint collection continues to be one of the largest hazardous System Report waste streams generated and collected by HHW programs with 1.4 million gallons collection in 2003-04 at a cost of approximately $8 per gallon. As a result of this situation, CIWMB contracted with R3 to conduct a Financing Study which will Benefits: provide the CIWMB board members with • Identified options for options for managing and funding a system to f financing various waste address U-Waste and Paint. R3 team a streams in California members directed this landmark study by first identifying the existing financing methods being used around the ■ Provided recommendations world to finance material management programs. This information on financing systems for was then used to assess the options available to California policy seven material types of paint makers to manage universal wastes and paint and make and universal waste recommendations on which management system to use for each . Completed Case Studies of material type. existing financing systems used throughout the world on various material types that could be utilized in California R3 Team Members: Richard Tagore-Erwin, Project Manager Heidi Sanborn, Project Analyst Myriam Arco, Project Analyst Contact: Cynthia Dunn, Contract Manager Section 2 - 15 San Jose, CA NIYOI Sjv%�JOSE CAPIIM OF SRICON VAI I.EY Zero Waste Planning Services Benefits: • Provide comprehensive assistance to the City's solid waste infrastructure; • Project diversion tonnages, job creation, and environmental benefits of implementing a Zero Waste Plan; • Develop programs to meet the City's Zero Waste Goal; and • Provide alternative sources to fund new Zero Waste programs. San Jose has been a leader in environmental programs and has implemented many highly successful diversion programs. San Jose also recognizes that support for environmental stewardship will result in local job creation and sustainable economic development, ,Z 'p and at the same time, will be a great benefit to the environment. At the core of San Jose's move to environmental stewardship is the Mayor's Green Vision and the development and implementation of a Zero Waste Plan to guide the City's Zero Waste goal by 2030 and its renewable energy goal by 2022. R3 was recently retained by the City to assist in the development of a comprehensive Zero Waste Plan. R3's assistance will focus on analyzing programs that the City can consider to reach its Zero Waste goal. The analysis will include estimated diversion tonnage, and program costs, the impact on energy recovery, jobs, infrastructure, and the time frame for implementation. Programs for consideration include: • City department source reduction � activities; • Expansion of the City's backyard composting and residential vermiculture programs; • Expansion of material types accepted in recycling programs; • Extended Producer Responsibility/Product Stewardship Initiatives; • Mandatory commercial recycling, and commercial source reduction education and business waste outreach; • Enhancement of construction and demolition debris diversion; • Material recovery facilities for processing residential and commercial waste; • Mixed residential and commercial organics composting; • Conversion technologies; • Development of an Eco-Industrial Park; • Public education, outreach programs and a community - based social marketing campaign; and • Customer fees and incentives to promote high diversion. R3 Team Members: Ric Hutchinson, Project Director Richard Tagore-Erwin & Susan Collins, Co -Project Managers Contact: Ms. Jo Zientek, Deputy Director Section 2 - 16 Section 3 Biographical Summaries R3 Consulting Group, Inc. Staff William Schoen, Principal Qualifications Project Manager Mr. Schoen is an engineer with more than 20 years of solid waste operational and consulting experience. He has managed recycling and landfill operations and assisted numerous jurisdictions with the review and assessment of both municipally operated and franchised solid waste management systems. His primary expertise lies in the areas of solid waste operations and financial analysis. Mr. Schoen has reviewed the performance of numerous municipal and private sector solid waste management operations including divisions of Waste Management, BFI, Republic Services and other regional and local solid waste management services providers. He has also managed numerous rate reviews of private sector service providers for the contracting entities and assisted municipal operations with the development of financial rate models. He is currently managing our performance review of the City of Tacoma's Solid Waste Management Division, and was the lead operations analyst for our recent performance reviews for the cities of San Bernardino and San Leandro franchised solid waste collection operations. Mr. Schoen holds a Bachelor of Science Degree in Bioengineering. Richard Tagore-Erwin, Principal Mr. Tagore-Erwin's project work encompasses all aspects of solid waste management and environmental consulting. Over the past 20 years, Mr. Tagore-Erwin has conducted over 100 solid waste projects for a variety of public agencies throughout California and Arizona. His solid waste planning projects have encompassed developing Universal Waste management options for the CIWMB, preparing COIWMPs, AB 939 plans, waste reduction plans, "Buy - Recycled" plans, business and strategic plans, and feasibility studies for developing Eco-Industrial Parks. Mr. Tagore-Erwin has also administered hauler monitoring and reporting programs, conducted competitive procurement of solid waste services, and managed performance audits and financial reviews. He routinely conducts public workshops and participates in Board of Supervisor and City Council hearings. Prior to his work as a municipal management consultant, Mr. Tagore-Erwin was a Senior Consultant to the California Legislature where he was instrumental in development of many of California's solid waste management laws, including AB 939, recycled content requirements, used oil recycling requirements, Section 3 - 1 Staff and labeling of rigid plastic containers. He also has served on several national panels on sustainability. Mr. Tagore-Erwin holds Qualifications both a Bachelor and Master of Arts Degree in Political Science, and is a certified meeting facilitator. Myriam K. Arce, Manager Ms. Arce has seven years of professional consulting experience in the fields of environmental planning and municipal solid waste management. Her consulting work encompasses a variety of projects from grant preparation and administration for used motor oil, sharps and U-waste collection and recycling programs, and Extended Producer Responsibility (EPR); to planning and implementation of numerous waste reduction and recycling programs. In addition, Ms. Arce has prepared AB 939 planning documents on behalf of municipal clients, including New Base Year studies, Waste Generation Studies, Source Reduction and Recycling Elements, Household Hazardous Waste Elements and Non -Disposal Facility Elements. She has also assisted with administration of competitive procurements of solid waste and recycling programs, the implementation and monitoring of solid waste collection contracts, and performed financial reviews and regional rate surveys. Ms. Arce holds a Bachelor of Science Degree in Conservation and Resource Studies from the University of California, Berkeley. Jeff Donlevy, Senior Associate Mr. Donlevy has over 16 years of experience in the solid waste and recycling industry. He has extensive transfer station (TS) and material recovery facility (MRF) experience and has managed all aspects of facilities ranging from 100 to 6,000 tons per day. He has experience with facility design and processing equipment selection and layout and has been involved in MRF start-up and expansion in Chino, San Jose, Sacramento, and Sunnyvale. He has also conducted negotiations, administered collective bargaining agreements, implemented facility maintenance programs, and marketed recyclable materials domestically and internationally. Mr. Donley's other assignments have included collection operation and processing procurement, contractor performance reviews, solid waste master planning, and collection system routing analysis. Mr. Donlevy holds a Bachelor of Arts Degree in Business Administration and Economics. Heidi Sanborn (Independent Consultant) Heidi Sanborn Ms. Sanborn has over 16 years of consulting and public sector solid waste management experience. As Technical Advisor to the Chair of the California Integrated Waste Management Board, Ms. Section 3 - 2 Sanborn led efforts to increase assistance to local governments in achieving the 50% diversion mandate. She has won numerous commendations for her work including the Regional Council of Rural Counties Award of Appreciation in 2000, Recycler of the Year Award from the California Resource Recovery Association in 2002, and a Resolution by the Honorable Byron Sher of the California State Senate in 2002 for exemplary service to the recycling and waste management community. Ms. Sanborn worked as the Project Consultant for the National Paint Product Stewardship Initiative and as a Senior Manager at R3 she managed a variety of projects including base year studies, waste audits and coordination of u-waste and sharps management grants for jurisdictions. Ms. Sanborn is currently serving as the Executive Director of the California Product Stewardship Council. Ms. Sanborn holds a Master of Public Administration from the University of Southern California and a Bachelor of Arts Degree in Political Science — Public Service, with an emphasis on environmental policy, from the University of California at Davis. Section 3 - 3 Staff O1 6 • Section 3 - 4 Staff Resume Qualifications Mr. Schoen has served as project manager or had significant William Schoen involvement in the following projects: OPERATIONS AND PERFORMANCE REVIEWS Mr. Schoen is an engineer with California Communities: Folsom, Los Altos, Orange, more than 20 years of solid Sacramento, Salinas, Santa Cruz, Stanford University, San waste operational and Bernardino County, Stanislaus County, Contra Costa Integrated consulting experience. He has Waste Management Authority, Yuba Sutter Regional Waste managed recycling and landfill Management Authority and South Bayside Waste Management operations and assisted Authority numerous jurisdictions with the Washington Communities: Olympia, Tacoma review of both municipally operated and franchised solid Performed operations and performance reviews of municipal and waste management systems. franchised solid waste collection, transfer, landfill and material His expertise lies in the areas of recovery operations. Studies including time and motion analysis, solid waste operations and evaluation of collection productivity, cost of service allocations, financial analysis. macro- and micro -routing of collection systems, variance analyses, baseline and benchmarking studies to identify key areas to target for operational improvements, route and billing audits and contract compliance reviews. RATE MODELING / RATE STUDIES / COST OF SERVICE STUDIES California Communities: Berkeley, El Cerrito, Folsom, Fresno, Livermore, Merced, Millbrae Los Altos, Redlands, Amador County, Merced County and Ventura County Evaluated current and historical budgets, projected capital and operating costs, developed financial and rate models, performed cost of service analysis, evaluated and designed rate structures, and evaluated various rate adjustment scenarios. RATE REVIEWS California Communities: Alameda, American Canyon, El Cerrito, Elk Grove, Gridley, Livermore, Millbrae, Tracy, Sunnyvale, Vallejo, Stanislaus County, Contra Costa Integrated Waste Management Authority, Novato Sanitary District, South Bayside Waste Management Authority, West Contra Costa Integrated Waste Management Authority and Yuba -Sutter Regional Waste Management Authority Managed and assisted with numerous rate review involving divisions of Waste Management, Allied, Republic, Norcal and other regional and local franchised haulers. Responsibilities included reviewing revenue and expense projections, variance analysis, allocations among franchise and non -franchised operations and lines of business, performance, tonnage Section 3 - 5 projections, balancing account calculations, recyclable material Staff processing costs and material revenues. Qualifications REFUSE VEHICLE IMPACT FEE STUDIES California Communities: Atherton, Belmont, Burlingame, East William Schoen Palo Alto, Foster City, Hillsborough, Menlo Park, Mill Valley, Millbrae, Redwood City, San Carlos, San Mateo, San Rafael and San Ramon Colorado Communities: Fort Collins Assisted more than a dozen jurisdictions with determining a potential fee to be charged to their franchised haulers to recover residential street maintenance costs associated with solid waste, recycling and yard waste vehicles. The studies involve analyzing the impacts of the vehicles on the City's residential streets and allocating a portion of street maintenance funding requirements to those vehicles based on their relative impacts. SOLID WASTE MANAGEMENT SERVICES PROCUREMENT California Communities: Elk Grove, Fresno, Gridley, Livermore, Merced County, Millbrae, Oakland, Petaluma, San Bernardino County, San Diego, Sunnyvale, Union City, Contra Costa Solid Waste Management Authority and South Bayside Waste Management Authority Oregon Communities: Sandy and West Linn Managed or assisted with sole source and competitive procurement of collection, materials processing, transfer and landfill services. Drafted Request for Proposal documents and detailed franchise agreements incorporating performance incentives and rate adjustment guidelines involving various profit bases including detailed rate reviews and indexed adjustments. Evaluated proposals, prepared and presented award recommendations and assisted with contract negotiations. Mr. Schoen also reviewed numerous proposals for new or expanded franchised services. Education Bachelor of Science Bioengineering, University of Pennsylvania Section 3 - 6 Operational Experience Staff Area Manager, Reynolds Aluminum Recycling Company, Qualifications Managed Reynolds Aluminum Company's recycling operations in San Francisco and San Mateo counties. William Schoen Principal, Resource Recovery Services, Established and operated a multi -material commercial recycling business in the San Francisco Bay Area, Operations Manager, Acme Landfill, Served as the onsite Operations Manager for the landfill's leachate treatment plant handling hazardous (F039) leachate. Interim Director of Operations, Acme Landfill, Served as the landfill's Director of Operations, responsible for the management of operations and regulatory compliance. Training "Manager of Landfill Operations", Solid Waste Association of North America. "How to Evaluate Landfill Operations", Blue Ridge Services Inc. "40-Hour Hazardous Waste Operations and Emergency Response Course", Occupational Safety and Health Administration. "California Compliance School, Hazardous Waste Generator Course, Modules I — V" California Department of Toxic Substances Control. "Community Compost Trainer", City and County of San Francisco Recycling Program. "Fundamentals of Finance and Accounting for Non -Financial Executives", American Management Association International. Publications and Presentations "Performance Benchmarking: Measuring Success", W. Schoen, S. Chandler, presented to the Municipal Solid Waste Manager's Association; 2005 Fall Summit; Portland, OR. "Performance Benchmarking: Validate, Diagnose, Improve", presented to the Municipal Solid Waste Management Association; Lexington, KY. "GIS Routing Options", presented to the California Resource Recovery Association, San Francisco, CA. "Improving Solid Waste Collection Productivity"; Solid Waste Association of North America, Western Regional Conference, Palm Springs, CA. Section 3 - 7 "Effective Performance and Rate Reviews", M. Kent, M. Brown, Staff P. Deibler, W. Schoen, M. Moyer -Angus, Public Works Magazine. Qualifications "Building from the Ground Up: Collection Systems, the Foundation of an Integrated Solid Waste Management William Schoen System", Solid Waste Association of North America, Western Regional Conference, Lake Tahoe, CA. Section 3 - 8 Section 4 Proposed Budget R3 proposes to perform our Work Scope as set forth in the attached proposal for a not -to -exceed amount of $49,950. Table 1 below shows a break down of staff, hours and costs by task. Budget Task R3 Staff Heidi Sanborn Cost Hours Schoen Tagore- Erwin Area Donlev y Admin Principal Princi al M r Sr. Assoc $ 155.00 $ 155.00 $ 135.00 $ 125.00 60.00 $ 125.00 1 Document Request/Review 4 2 $ 930 6 2 Kick -Off Meeting 16 16 $ 4,960 32 3 Review Citys Current Policies 3.1 Review Existing Data and Practices 8 4 12 $ 3,360 24 3.2 Document "Best Practices" 8 4 8 20 P4 $ 8,440 64 3.3 Summarize Emerging Issues 4 4 4 8 4 $ 3,280 24 3.4 Evaluate HHW Impacts on Trash Collection Services 4 2 8 $ 1,930 14 4 Data Collection and Analysis 4.1 Establish Accurate Data 4 t6 $ 2,620 20 4.2 Quantify Impacts 16 16 $ 4,480 32 4.3 Apply Concepts of Industrial Ecology 4 $ 620 4 5 Reseach and Evaluate Options 5.1 Define Options 4 4 12 8 $ 3,660 28 5.2 Identify Additional Alternatives 4 4 8 12 $ 3,660 28 5.3 Evaluate Impacts of Each Option 4 2 10 4 $ 2.640 20 6 Meetings & Reports 6.1 Meetings 8 2 $ 11550 10 62 Reports Draft 16 2 6. $ 3,150 24 Final Report 8 2 2 $ 1,670 12 Total Hours 112 38 22 110 8 52 342 Total Cost $ 17,360 $ 5,890 $ 2,970 $ 13,750 $ 480 $ 6,500 $ 46,950 r. Expenses= $ 3,000 TOTAL BUDGET Section 4 - 1 Staff Rosumo (qualifications Mr. Tagore-Erwin has served as project manager or had significant involvement with the following projects: Richard Tagore-Erwin AB 939 PLANNING DOCUMENTS California Communities: Citrus Heights, Clayton, Los Angeles, Over the past 18 years, Mr. Irwindale, Paso Robles, Rancho Cordova, Madera, Manteca, Tagore-Erwin has worked with Marin County, Montebello, Monterey County, Napa County, public agencies to design, Rancho Cordova, Sacramento, Sacramento County, San evaluate, and implement solid waste collection, processing, Bernardino County, San Jose, Santa Barbara, South Gate, the disposal, and administrative Sonoma County Waste Management Authority, West Contra operations. His work focuses on Costa Integrated Waste Management Authority, and State of procurement, financial analysis, California operational review, and Mr. Tagore-Erwin led project teams in preparing over 100 solid sustainable development waste management plans, waste characterization studies, base Working with Mr. Harriman, The year studies, and resource and planning manuals. He prepared work that Mr. Tagore-Erwin state-wide, regional and local solid waste management plans, complete for Sonoma County conducted multi -jurisdiction waste characterization studies, and resulted in increasing the worked with individual municipal agencies to develop in-house County's CIWMB approved recycling programs. He has also prepared planning manuals and diversion form 37% to 56%. conducted workshops for jurisdictions throughout California, Arizona and New Mexico, and has advised the California and Arizona state legislatures on solid waste policies. TUCSON ENVIRONMENTAL TECHNOLOGY PARK Actlink USA Corp., Arizona Project Manager: Mr. Tagore-Erwin led the project team in assembling a development team, developing the project concept, conducting the economic and technical analysis, and preparing a project proposal to build the Tucson Environmental Technology Park (TETP). In conjunction with the project developer, Actlink USA, his efforts focused on preparing an extensive economic development analysis in terms of job creation, capital investment, payroll, and value-added. The work effort also included preparing preliminary site design, identifying and negotiating agreements with TETP's end -use manufacturers, conducting a market study, preparing a waste characterization study, and performing an environmental site review. RECYCLING MARKET DEVELOPMENT STUDY State of Arizona, Department of Commerce. Project Manager: Mr. Tagore-Erwin conducted this landmark study to assess the current and potential impacts of the recycling industry on Arizona's economy. His efforts focused on quantifying the amount and types of recyclables collected, processed, and used as feedstock in Arizona. Next, Mr. Tagore-Erwin analyzed Section 3 - 9 Richard Tagore-Erwin the impact of recycling on Arizona's economy, in terms of jobs, investment, and value-added economic activity. The results of the study indicated that recycling accounted for over $1.3 billion in capital investment and value added activities, and approximately 4,000 direct jobs. "BUY RECYCLED" PROCUREMENT STRATEGIES City of Tucson, Arizona. Project Manager: Mr. Tagore-Erwin led the project team in conducting a comprehensive review of Tucson's procurement policies and processes. His efforts focused on providing the City with an implementation plan detailing how bid specifications and the procurement process should be changed to increase the purchase and use of products with recycled content, those that generate less waste, and those products that can easily be recycled. SOLID WASTE AND RECYCLING PROCUREMENT SERVICES California Communities: Bradbury, Colton, Duane, Irwindale, Monrovia, Montebello, Rancho Murieta, Rancho Palos Verdes, Rolling Hills Estates, San Bernardino, San Jose, San Ramon, Santa Rosa, Upland, Sacramento County and Santa Barbara County Mr. Tagore-Erwin developed and designed service terms and conditions, franchise agreements and contracts, and cost proposal forms for the solid waste and recycling programs. He assisted in the preparation of the solid waste and recycling procurement documents, conducted pre -proposal conferences and interviews, prepared RFP addenda, negotiated final franchise agreements and contracts, and presented recommendations to City Councils and County Boards of Supervisors. CONTRACT COMPLIANCE, MONITORING AND REPORTING California Communities: Irwindale, Marin County, Monrovia, Montebello, Sacramento, Sacramento County, San Bernardino County, Santa Rosa and Western Placer Solid Waste Authority Arizona Communities: Phoenix Project Manager. Mr. Tagore-Erwin prepared hauler monitoring and reporting programs for single jurisdictions and regional agencies. He conducted on -site audits of hauler financial and operational records. He also developed and implemented reporting databases by jurisdiction, facility used, material type, and tonnage. Section 3 - 10 SOLID WASTE FACILITY EVALUATION AND DEVELOPMENT Staff California Communities: Marin County, Sacramento, Qualifications Sacramento County, Santa Cruz, San Gabriel, South Pasadena, Western Placer Solid Waste Authority Richard Tagore-Erwin Arizona Communities: Phoenix and Tucson Project Manager., Mr. Tagore-Erwin prepared feasibility plans, conducted performance testing, and evaluated processing equipment and facility layouts. He administered procurement processes for MRF and compost equipment and operators, reviewed operating contracts, provided contract language amendments, prepared secondary markets analyses, developed marketing agreements, and reviewed protocol for material acceptance. Mr. Tagore-Erwin also conducted facility tours, made presentations to community groups, City Councils, and Boards of Supervisors. PERFORMANCE REVIEW AND MANAGEMENT EVALUATION California Communities: Bell Gardens, Colton, Garden Grove, Manteca, Monrovia, Rancho Palos Verdes, San Bernardino, San Leandro, Upland, Windsor, and; Amador County Arizona Communities: Gilbert, Glendale, Phoenix, Scottsdale, and Maricopa County Mr. Tagore-Erwin reviewed management structures, job classifications and qualification requirements, and billing and customer service systems. He also conducted on -site inspections of collection operations and maintenance procedures, and reviewed routing and route efficiency. He analyzed operational and financial impacts of implementing automated collection systems, single -stream recycling programs, and variable can rates for residential and commercial customers. RATE REVIEW AND FINANCIAL ANALYSIS California Communities: Capitola, Garden Grove, Redlands, Sacramento and El Dorado County Nationwide Communities: Scottsdale, Arizona and Douglas County, Nevada Project Manager. Mr. Tagore-Erwin assisted in reviewing rate applications for franchise haulers. As part of his efforts, he reviewed financial statements and assisted in the preparation and analysis of pro -forma rate models. He also conducted Peer Community Surveys to determine if proposed rates were consistent with surrounding market rates. He assisted in working sessions with the Cities and Counties and their franchised haulers, prepared the reports, and assisted in the presentations to City Councils and County Boards of Supervisors. Section 3 - 11 Richard Tagore-Erwin EDUCATION Bachelor of Arts in Political Science, University of Hawaii, Manoa Master of Arts in Political Science, University of Hawaii, Manoa PUBLICATIONS, PRESENTATIONS, AND WORKSHOPS "Creating Effective Local Partnerships," presented to the League of California Cities Annual Conference, San Francisco, CA. "Linking Solid Waste Management to Sustainable Development," presented to the Commission on Sustainable Development, Washington, D.C. "Implementing Source Reduction and Recycling Programs," presented to regional groups in Flagstaff, Phoenix and Tucson, Arizona. "Economic Impact of Recycling, " presented to the Southwest Public Recycling Association, Tucson, Arizona. Section 3 - 12 Ms. Arce has served as the project manager or materially participated in the following projects: AB 939 PLANNING PROJECTS California Communities: Citrus Heights, Napa County, Rancho Cordova, Santa Barbara, Santa Rosa, Pleasanton, City and County of San Francisco, Nevada County, Sonoma County, San Bernardino County and West Contra Costa Integrated Waste Management Authority Ms. Arco has assisted numerous jurisdictions and regional authorities with the preparation of AB 939 planning documents. Ms. Arce has authored Source Reduction and Recycling Elements (SRRE), Household Hazardous Waste Elements (HHWE) and Non -Disposal Facility Elements (NDFE), the corresponding California Environmental Quality Act (CEQA) Negative Declaration, and helped implement selected programs. These documents are the basis for completing AB 939 reports. She has also compiled data for and authored waste generation studies that have become base year studies in addition to authoring AB 939 Annual Reports on behalf of jurisdictions. USED OIL GRANT ADMINISTRATION California Communities: Rancho Cordova and Madera County Ms. Arco assisted in the design and planning of public outreach events and programs to effectively administer used oil grant funds awarded by the California Integrated Waste Management Board. Program elements include semi-annual site audits of used oil Certified Collection Centers (CCC) and creating a survey form to assess CCC operations, procedures, and equipment needs. Other grant program elements consisted of increasing the number of participating CCCs, planning county -wide one -day collection events at multiple CCCs simultaneously, and designing and coordinating the production and distribution of informational brochures and billing inserts to publicize curbside oil collection programs and regional drop-off events. In addition to planning and executing programs, Ms. Arce has prepared and submitted Annual Reports and grant applications to the California Integrated Waste Management Board on behalf of the municipal clients. Staff Qualifications Myriam Arce Ms. Arce has seven years of environmental planning experience, which includes designing and implementing used motor oil collection and End -of -Life product management programs; authoring California Environmental Quality Act Initial Studies and evaluating Environmental Impact Reports (EIR); performing AB 939 compliance and base year studies; writing AB 939 planning documents; analyzing California and federal solid waste regulations; assisting with collection contract procurement and transitions; and performing financial reviews. Section 3 - 13 END -OF -LIFE PRODUCT MANAGEMENT GRANT Staff ADMINISTRATION Qualifications California Communities: CIWMB, Calaveras County, Del Norte County, DOC, Mariposa County Myriam Arce Ms. Arce has assisted jurisdictions and state agencies evaluate program options and policy direction to maximize collection and proper disposal of U-waste and sharps and incorporate Extended Producer Responsibility (EPR). Analysis has included researching programs in practice locally, nationally, and globally; evaluating the recovery rates; and determining the feasibility of possible programs through stakeholder feedback. Studies have resulted in customized implementation plans and engaging local partners to collect material. State projects have resulted in developing policy direction. COLLECTION PROCUREMENT AND TRANSITION ASSISTANCE California Communities: Citrus Heights, Dublin, Lake Forest, Piedmont, Rancho Cordova, San Ramon, Rancho Murieta Community Services District, Salinas Valley Solid Waste Authority, San Bernardino, Stockton and Windsor Ms. Arce assisted jurisdictions establish new hauler services or implement recycling programs through reviewing proposals and contracts, developing contract checklists, presenting program changes at community workshops, and providing customer assistance by answering recycling hotline questions. OPERATIONAL REVIEW AND ASSESSMENT California Agencies: Dublin, Irwindale, Montebello, Rancho Cordova Ms. Arce has provided a variety of operational review and assessment services ranging from hauler monitoring to conducting business waste assessments. Operational reviews have included performing franchise fee audits and performing hauler monitoring through review of hauler reports and contract requirements. She has also administered a city's commercial hauler assistance hotline to help haulers comply with their franchise agreement. In addition, Ms. Arce has performed business waste audits to identify potential increases to diversion and implement programs. FINANCIAL ANALYSIS California Communities: Alameda County Waste Management Authority, Campo Resource Recovery Corporation, Elk Grove, Fremont and Roseville Nevada Communities: Douglas County Ms. Arce has performed financial reviews of grant funding to determine accuracy of reporting and legitimacy of expenditures. Section 3 - 14 In addition, she has evaluated financial statements from haulers to determine whether a rate increase was warranted and also analyzed holding fee claims to determine whether the claims were applicable and accurate. Ms. Arce has also conducted a valuation of a 30 million ton permitted disposal landfill using replacement, comparable, and net present value methodologies. Other financial analysis included evaluating projected costs of providing collection services to new developments and created a "solid waste development impact fee" to be applied to new single family dwelling, multi -family dwelling and commercial projects. EDUCATION Bachelor of Science in Conservation and Resource Studies, University of California, Berkeley Section 3 - 15 Staff Qualifications Section 3 - 16 Staff Resume Qualifications WASTE CHARACTERIZATION SAMPLING AND REPORTING Over 40 California Communities including: Anaheim, Fullerton, Jeff Donlevy Garden Grove, Upland, Corona, Redondo Beach, Manhattan Beach, Sunnyvale, and the City and County of Sacramento Since 1991, Jeff Donlevy has Mr. Donlevy has conducted recyclable material and waste worked with private recycling compositions studies for over 40 California communities. He was and solid waste operations. responsible for annual and semi-annual characterizations of His experience includes residential curbside and mixed commercial programs to determine management of material the composition by material type for state reporting and revenue recovery facilities, transfer forecasting. These studies ranged from random sampling of small stations, buy back centers, loads, up to large loads of 100 tons samples that were hand hazardous waste programs sorted over consecutive weeks. He conducted individual and facilities, landfill commingle rate studies for several cities and the Department of agreement negotiations. He Conservation (DOC) that involved sampling 400 to 2,000 cans and has been responsible for bottles on a quarterly basis to determine the amount of monthly tonnage, origin and redemption containers by weight in the waste stream. He has diversion reporting and conducted waste characterization studies for special event and analysis at several solid waste large venue recycling programs including the LAX Recycling facilities. program, the Disneyland "On Stage" recycling program, and Raley Field (a AAA Minor League Baseball stadium). These programs included the separation of all material types to determine the recyclable material, residual material, and liquid and moisture content in the programs. COMPLIANCE REVIEW AND RATE ANALYSIS California Communities: Dublin, Hillsborough, Novato, Pleasanton, Salinas, Tracy, and the Yuba -Sutter Regional Waste Management Authority. Mr. Donlevy performed operations and performance reviews of municipal and franchised solid waste collection, transfer, landfill and material recovery operations including diversion reporting, allocation methodologies, variance analyses, verify recyclable material revenue calculations, verify California Redemption Values (CRV) calculations, route and billing audits, tonnage projections, and recyclable material processing costs. SOLID WASTE AND RECYCLING PROCUREMENT SERVICES California Communities: Town of Windsor, Burbank Sanitary District, Piedmont, Castro Valley, Sonoma County, and the South Bayside Waste Management Authority (SBWMA) Mr. Donlevy assisted in with the preparation of solid waste and recycling procurement documents. This included developing and designing service terms and conditions, contracts for services, IZ5 cost proposal forms for the solid waste and recycling programs, Section 3 - 17 Staff financial analysis, evaluations, and staff summaries of proposal submitted. Qualifications TRANSITION ASSISTANCE Jeff Donlevy California Communities: The City of San Jose. Mr. Donlevy assisted the City of San Jose with the planning and transition for 156,000 customers changing from one service provider to three new service providers. The primary responsibility was to effectively manage the various transition and implementation details including monitoring critical milestones of new haulers, facility reviews, route analysis, employee transition, weekly staff reports to the City Manager, and the development of contingency plans. SOLID WASTE AND ZERO WASTE PLANNING California Communities: City of San Jose, City of Sacramento, Sonoma County, Elk Grove, Union City and the Torres Martinez Tribe of Indians (Coachella Valley). Mr. Donlevy has been involved in the analysis and planning of various solid waste and Zero Waste projects including 20 Year Solid Waste Master Plans, transfer station development, franchising options, and street sweeping capacity planning. GENERAL MANAGER — SACRAMENTO RECYCLING AND TRANSFER STATION, CITY OF SACRAMENTO, CA 2000-2006 Mr. Donlevy served as the General Manager for the Sacramento Recycling and Transfer Station for six years. His responsibilities included the daily operation of a 2,500 tons per day (tpd) solid waste transfer station and material recovery facility that served the City of Sacramento, County of Sacramento, and various cities in the region. The facility served commercial, residential, and self haul customers and included a disposal area, buy back center, and permanent household hazardous waste facility. During this period, the facility was able to increase the daily permit from 1,500 tpd to 2,500 tpd. The facility staff increased from 30 employees to 150 employees. Additionally, Mr. Donlevy oversaw the facility expansion of the recyclable processing equipment to increase capacity up to 12,000 tons per month. Mr. Donlevy was directly involved in the negotiations for a seven year collective bargaining agreement with Teamsters Local 150. Mr. Donlevy was responsible for the permit compliance with the LEA and contract compliance with the City of Sacramento, Manteca, Folsom, and the County of Sacramento. The facility successfully passed a five year contract review by the City of Sacramento and a five year permit review conducted by the LEA. Mr. Donlevy was responsible for financial reporting and analysis to the corporate office. Section 3 - 18 M Billing Rates and Charges July 2008 — December 2008 Technical Services Principal $155 per hour Project Manager $155 per hour Consultant $155 per hour Senior Manager $145 per hour Manager $135 per hour Senior Associate $125 per hour Associate II $100 per hour Associate 1 $75 per hour Administrative Support $60 per hour Reimbursable Costs Consultants/Subcontractors cost Lodging and meals cost Travel — Private or company car $0.585 per mile, or as adjusted by the IRS Travel — Other cost Delivery and other expenses cost Payments Unless otherwise agreed in writing, fees will be billed monthly at the first of each month for the preceding month and will be payable within 30 days of the date of the invoice. Section 4 - 2 OPERATIONS MANAGER — REPUBLIC SERVICES —CVT, CITY Staff OF ANAHEIM, CA Qualifications 1997-2000 Mr. Donlevy served as the Operations Manager for the Republic Jeff Donlevy Services 6,000 tons per day transfer station and material recovery facility in Anaheim, California. The facility processed over 1,000 tpd of mixed solid waste (MSW), 500 tpd of curbside recyclables, and over 600 tpd of residential green waste. Mr. Donlevy oversaw 240 employees, including transfer drivers, equipment operators, scale attendants, laborers, and maintenance staff. Increased self haul volume 100% in two years, and increased facility diversion by 25%. Responsible for scale house activity for route, origin, and permit reporting. Additionally, he was responsible for daily self haul and buy back center activity that handled over $2.1 million in cash transactions per year. PLANT MANAGER — USA WASTE & WESTERN WASTE, HOBOKEN, NJ, SUNNYVALE, CA, & REDONDO BEACH, CA 1991-1997 Mr. Donlevy served as Operations and Plant Manager at various facilities operated by Western Waste and USA Waste. In Hoboken, New Jersey, he was responsible for consolidating three facilities in Brooklyn and the Bronx into one operation in Hoboken New Jersey. This included the consolidation of routes and labor forces from the three operations. In Sunnyvale, as MRF Operations Manager, Mr. Donlevy was involved in the final installation and testing of a 600 tpd MSW sorting system. Mr. Donlevy was responsible for the implementation of the maintenance program, marketing of material to meet quality specifications, and diversion reporting to the cities. Mr. Donlevy also managed the buy back center and submitted all reports to the DOC for CRV refunds. In Redondo Beach, Mr. Donlevy was responsible for the MRF and Buy Back Center that processed 2,500 tons per month of curbside material from six cities and a buy back center that handled cash transactions of over $700,000 annually. Professional Organizations Sacramento Solid Waste Advisory Committee — City Resident Appointee California Refuse and Removal Council - Member Section 3 - 19 Staff Qualifications Jeff Donlevy Section 3 - 20 Staff Resume Qualifications Ms. Sanborn has served as project manager or had significant Heidi Sanborn involvement with the following projects: EXTENDED PRODUCER RESPONSIBILITY (EPR) Ms. Sanborn has over 16 years Organizations and California Communities: Sonoma County experience assisting national, state and local governments Waste Management Agency (SCWMA), California Product develop and implement creative Stewardship Council (CPSC), California Integrated Waste solutions to their solid waste Management Board (CIWMB), Tuolumne County, Sacramento program needs. County and Product Stewardship Institute (PSI) She has served the • Drafted and presented the Extended Producer Technical Advisorr to the Responsibility Implementation Plan to SCWMA Board; Chairperson of the California • SCW MA EPR plan provides two -phased approach to fully Integrated Waste Management utilize existing EPR programs and take local action to Board, provided expertise on mandate retailer take -back if the costs to manage products national product stewardship exceed resources; dialogues, and has helped • Assisted in development of standard CPSC presentation to California communities comply local government and made presentations to central valley with AB 939. She has counties and Regional Council of Rural Counties; developed model solid waste ordinances, model annual report • Assisting Tuolumne, Sacramento, and Sonoma Counties formats, and performed to design strategies, which include EPR, to collect and business waste assessments. manage u-waste and sharps; She recently has been active in • Worked collaboratively with CIWMB staff to draft a report supporting local government titled "Framework for Evaluating End -of -Life Product efforts in Product Stewardship, Management Systems in California; and, The work that Ms. Sanborn has • Prime consultant managing the PSI Paint Product done has resulted in her Stewardship Initiative for three years. receiving an Award of Appreciation from the Regional GRANT APPLICATION PREPARATION AND PROGRAM Council of Rural Counties, and IMPLMENTATION receiving the Recycler of the Year Award from the California Organizations and California Communities: City of Napa, Resource Recovery County of Napa, San Joaquin County, Sacramento County, Association. Tuolumne County and Earth 911 • Prepared grant application to Department of Conservation (DOC) which was one of only 13 grants awarded out of 120 proposals; • Assisted Napa City and County in implementing two DOC grants — one to promote recycling at large venues and another to operate a new collection route just for loads with high volumes of used beverage containers; • Assisted San Joaquin County in drafting Household Hazardous Waste (HHW) grant application for $200,000 Section 3 - 21 Staff Qualifications Heidi Sanborn m which was awarded by CIWMB to develop a national recycled paint certification standard; • Under contract to develop a u-waste collection strategy by Sacramento and Tuolumne Counties to implement HHW grants from CIWMB; and, • Prepared and submitted a Used Oil Research and Development Grant Application URD5 grant on behalf of Earth 911 to improve the 1-800-CLEANUP phone system. WASTE GENERATION STUDIES/ NEW BASE -YEAR REQUEST California Communities: City of Napa (2003-2005), West Contra Costa Integrated Waste Management Authority (2005) and City of Santa Barbara (2005) • Contacted businesses within the jurisdictions and collected source reduction and recycling data; • Identified new commercial diversion opportunities; • Organized and led site visits to businesses that needed recycling assistance or did not respond to the information requests or provided suspicious data; • Calculated source reduction diversion rates using California conversion factors to maximize diversion rate and increase reporting accuracy; • Completed New Base Year request documentation and submitted with Waste Generation Study to CIWMB; and, • Attended state meetings regarding diversion issues on behalf of the City. RFP FOR SOLID WASTE SERVICES AND MRF OPERATIONS California Communities: City of Napa and South Bay Waste Management Authority • Assisted in the development of the entire RFP process and timeline (Napa); • Developed presentations and facilitated focus groups of residential and commercial customers on what services they wanted in their new solid waste contract (Napa); • Assisted in design of residential and commercial waste diversion programs, including curbside battery and cell phone collection; and, • Assisted in the development of the process protocols for the RFP process to ensure transparency and fairness. Section 3 - 22 Staff STAFFING ASSISTANCE South Bay Waste Management Agency (SBWMA) Qualifications • Acting Program Manager October -December 2006 until Heidi Sanborn new permanent staff was hired; • Responsibilities included the following: o Conducting research and the development of new curbside battery and cell phone curbside collection pilot worked closely with hauler; o Drafting staff reports to SBWMA Board on program implementation; o Oversight of commercial recycling outreach program and design of new business recycling case -studies; o Oversight and reporting on progress of existing C&D recycling program; o Oversight and reporting on Department of Conservation grants; o Oversight and reporting on consultant work drafting two generation studies and submitting annual reports to CIWMB for member agencies; and, o Oversight and management consultant work on enclosure design development to meet statutory requirements for recycling space and large venues. ADVISOR TO THE CHAIR, SENIOR STAFF California Integrated Waste Management Board (CIWMB) • Responsibilities include acting as the California Integrated Waste Management Board's (Board) liaison with the public, local jurisdictions, and private sector; • Review all Board agenda items and prepare analysis for Chair; • Developed expertise on Conversion Technology and worked closely with staff to develop policies to encourage their study in California; • Assigned to six Recycling Market Development Zones (RMDZs) to assist them in identifying businesses with potential to use RMDZ loans; • Work with jurisdictions to identify current state of program implementation, analyze what additional programs could be implemented, make program recommendations, and assist with program implementation; and, Section 3 - 23 c� Review and provide comments and recommendations to Staff the Board on all AB 939 required planning documents Qualifications including Source Reduction and Recycling Elements �Q (SRREs), Household Hazardous Waste Elements, (HHWEs), Nondisposal Facility Elements (NDFEs), Siting Heidi Sanborn Elements (SE) and Summary Plans (SP). Education Master of Public Administration, University of Southern California Bachelor of Arts in Political Science and Environmental Policy, University of California at Davis AN W LIIIIIIIIIIiIIIIIIII Section 3 - 24 The following references are for projects that R3 team members have managed or had a significant contribution. CITY OF ELK GROVE Contact: Ms. Cedar Kehoe; Integrated Waste Program Manager (916) 478-3634 Project Description: • Analysis of City Owned Transfer Station and Permanent Household Hazardous Waste Facility (2007) • Annual Indexed Rate Reviews (2004 — 2008) Staff Assignments: William Schoen; Ric Hutchinson; Richard Tagore-Erwin; Steve Harriman CALIFORNIA INTEGRATED WASTE MANAGEMENT BOARD, CA Contact: Cynthia Dunn; Contract Manager (916) 341-6449 Project Descriptions: U-Waste Financing System (2006 - 2007) Staff Assignments: Richard Tagore-Erwin; Heidi Sanborn; Myriam Arce CITY OF FORT COLLINS, CO Contact: Ms. Ann Turnquist; Council Policy Manager (970)- 224-6094 Project Description: Trash Services Study (2008) Staff Assignments: William Schoen; Richard Tagore-Erwin; Jeff Donlevy We would be happy to provide additional references upon request R3 believes that qualifications and references should focus on the people who will perform the services requested by the City. To that end, we invite the City to contact our client references. We are confident that our current and past clients will provide our staff with high marks on thoroughness, quality, technical ability, and understanding of the political nature of decisions made in the public arena. Section 5 - 1 References This page intentionally left blank. Section 5 - 2 Section 6 - 1 Section 6 - 2 Cover Letter Table of Contents Section 1: Scope of Work...................................1-1 Project Objective ....... ........................................................... 1-1 Scopeof Work.....................................................................1-1 Section 2: Firm Qualifications.............................2-1 Firm Information...................................................................2-1 Practice Areas......................................................................2-2 Solid Waste Planning, AB 939 Implementation, Zero Waste Planning and Extended Producer Responsibility..............................................................2-2 Procurement Assistance Services...............................2-3 Financial and Rate Analysis........................................2-4 Operations and Performance Review ..........................2-4 Management Consulting... .... ...................................... 2-5 R3 Provides Solutions..........................................................2-5 Conflict of Interest....................................................... ......... 2-5 Project Summary Table........................................................2-6 Project Profiles...................................................................2-11 Section 3: Staff Qualifications.............................3-1 Biographical Summaries......................................................3-1 Resumes..............................................................................3-5 Section 4: Budget ............ ................................... 4-1 Section 5: References........................................5-1 Section 6: Schedule............................................6-1 TOC - i U William Schoen -- R3 Principal; Project Manager a 254 years of SW operations & consulting experience a City of Fon Collins 2008 Trash Districting Study u Project Director - Universal Waste Management Plans (3 counties) u Project Director - Sharps Waste Management Plans (6 counties) u Project Manager - Analysis of City Owned TS and HHW Facility ❑ Richard Tagore-Erwin — R3 Principal; Technical Support u 25 a years legislative & consulting experience ❑ City of Fort Collins 2008 Trash Districting Study u Project Manager- Sonoma County EPR Implementation Plan u Project Manager - CIWMB U-Waste Financing System Report u Project Analyst - Analysis of City Owned TS and HHW Facility ❑ Heidi Sanborn -- Independent Consultant; EPR/Tech Support u 161 years of consulting and public sector solid waste experience u Executive Director California Product Stewardship Council i Project Manager - Universal Waste and Sharps Waste Management Plans u Project Analyst - Sonoma County EPR Implementation Plan / COMB U-Waste Financing System Report Notes: Page 1 The City's Project Objective "By analyzing the way hazardous materials are currently managed in Fort Collins, the City will identify the optimal systems necessary to protect the health, welfare and natural environment of Fort Collins citizens from hazardous waste impacts" Notes: Page 2 Major Project Tasks t) Review the City's current policies and programs for protecting the local community and environment from hazardous waste pollution 2) Supply data and analysis to assess the impacts of hazardous materials in the community 3) Provide a comprehensive and detailed list of options for making improvements to the current system in terms of hazardous materials collection and management, and for implementing source reduction measures for hazardous waste 4) Identify the l�z�tiryral ���terrrs Notes: Page 3 The City's Project Focus M . ,, t Hazardousr, by Vesidential Sources o Hazardous Waste from Commercial and Industrial Sources Should also be Characterized and Quantified Notes: Page 4 Hazardous Waste Management: A Diversified Strategy ® Point of Generation (Reduce) CL W ® Point of Sale (Reduce/Reuse) -------------------------------------- ®Traditional Collection Points - Curbside / Centralized Location N (Reuse) o ❑ Once it Enters the Waste Stream - Point of Collection / Disposal Site (Redirect) Notes: Page 5 Hazardous Waste Management: Program Options ❑ Permanent HHW Facility (HHW, U-Waste, E-waste) ❑ Permanent ABOP Facility (Anti -Freeze; Batteries, Oil & Paint) ❑ Temporary HHW Collection Events Curbside Collection ❑ Regularly Scheduled (Used oil, oil filters, latex paint, batteries, cell phones) ❑ On -Call (HHW, E-waste, appliances etc.) Li In Store Return Programs (Used oil, paint, batteries (car & alkaline), E-waste, florescent light bulbs, sharps, medication etc.) Return by Mall Programs (Sharps, batteries, computers) ❑ Hauler/Licensee Contractual Requirements ❑ Regulatory Options (bans, EPR) A "Game Plan" not Just an Options List Notes: Page 6 Hazardous Waste Management: Target Specific Components ❑ Household Hazardous Waste ❑ Universal Waste ❑ E-Waste ❑ Sharps Lj Pharmaceutical Waste Notes: Page 7 Target Specific Components: Household Hazardous Waste ❑ Automotive Products (gas, oil, batteries) ❑ Home Improvement Products (paint, caulk, adhesives) Pesticides (weed killer, insecticides, rat poison) ❑ Household Cleaners ❑ Other (batteries, pool chemicals, aerosol cans, fire extinguishers) Goal: Reduce, Reuse, Recycle Notes: Target Specific Components: Universal Waste (U-Waste) ❑ Hazardous Wastes (that contain Mercury, Lead, Cadmium, Copper & other Substances) Rechargeable Batteries and Cell Phones ❑ Pesticides Mercury -containing equipment • Mercury Thermostats • Mercury Thermometers ❑ Lamps (e.g., Fluorescent bulbs) ❑ Alkaline Batteries Goal: Reduce, Reuse, Recycle Notes: Target Specific Components: Electronic Waste (E-Waste) ❑ Computers ❑ Electronic Devices ❑ Mobile Phones Goal., Reduce, Reuse, Recycle Notes: Table of Contents I This page intentionally left blank. TOC - ii Target Specific Components: Sharps Waste ❑ Syringes & Injection Devices (and anything attached to them) ❑ Blades ❑ Contaminated Glass & Some Plastics Goal: Handle Safely Until They Can be Properly Disposed Notes: Page 11 Target Specific Components: Pharmaceutical / Personal Care Waste ❑ Prescription and Over the Counter Drugs ❑ Veterinary Drugs ❑ Diagnostic Agents ❑ Nutritional Supplies ❑ Other (fragrances, cosmetics, sun -screen) Goal: "No Drugs Down the Drain" Campaign Notes: Page 12 Extended Producer Responsibility A Comprehensive Long Term Solution ❑ Takes the Burden off of Municipal Government ❑ Reduces/Eliminates the Cost to Retailers (Local business) ❑ Provides the mechanism for Green Design and Hazardous Waste Reduction "Cradle to Cradle" Solution Notes: Page 13 EPR Options: Existing Opportunities u Rechargeable Batteries & Cell Phones — Rechargeable Battery Recycling Corporation (RBRC) (Staples, Circuit City etc). u Mercury Thermostats —Thermostat Recycling Corporation (TRC) (HVAC Contractors) Expanded EPR = Comprehensive HW Management Approach Notes: Page 14 Other Options: What About These Alternatives? ❑ Fluorescent Lamps - (Easypac) ❑ Sharps - (Stericycle (wMl)) ❑ Alkaline Batteries - (www.biggreenbox.com) These are Private Recyclers - Not Manufacturer Driven Systems - that Provide High Cost Options that In the Long Run May be Counter to Effective EPR What Role Should These Options Play In Fort Collins HHW Management Strategy (Short and Long Term)? Notes: Page 15 EPR Options: A Fundamental Question ® To What Extent does the City of Fort Collins want to ®rive EPR ❑ Locally? • Statewide? ❑ Not at All? Is EPR to be a Component of the City's HHW Management Plan, and If so How Much of a Priority? Notes: Page 16 EPR Options to Consider: New Regulatory Actions ® Adopt Local Ordinance cj Support EPR at State and National Level Direct County Lobbyists to support EPR Legislation ❑ Send Letters in Support of EPR to State Association of Cities/Counties ® Include EPR Strategies in Procurement Contracts ❑ Provide End of Life Costs Require Vendors to Take Back HW for Recycling. Notes: Page 17 EPR Options to Consider: New Regulatory Actions ❑ Include EPR in Climate Action Plans Lj Reducing waste and hazardous chemicals at the front-end reducing shipping and GHG emissions Li Mandate EPR in Business Licensing Li Require businesses that sell U-Waste or HHW to provide take back opportunities as condition of business license / Use permit ❑ Adopt Mandatory EPR Ordinance ❑ If not enough improvement in voluntary collection of U-Waste and HHW by 2010 City/County consider adoption of mandatory retail take back Notes: EPR Options to Consider: City Programs/Services u Implement Voluntary Business Outreach Program u Engage w/ Product Stewardship Paint Dialogue ® Maximize Use of _Existing EPR Programs Notes: Page 19 ❑ Principals with Recent Work for Fort Collins u 2008 Trash Districting Study ❑ R3 Team Members with Extensive HW/EP.R Experience ❑ CWIMB U-Waste ❑ Sonoma County Sharps ❑ Del Norte County EPR ❑ DOC EPR ❑ SBWMA o Elk Grove HHW Facility Analysis ❑ Madera County ❑ Director of California Product Stewardship Council Notes: Page 20 Section 1 Project Objective Scope of Work The overall project objective is to prepare a comprehensive study that answers the following problem statement/question: "By analyzing the way hazardous materials are currently managed in Fort Collins, the City will identify the optimal systems and associated resources necessary to protect the health, welfare, and natural environment of Fort Collins citizens from hazardous waste impacts." To achieve this objective we will: 1. Review the City's current policies and programs for protecting the local community and environment from hazardous waste pollution; 2. Supply data and analysis to assess the impacts of hazardous materials in the community; and 3. Provide a comprehensive and detailed list of options for making improvements to the current system in terms of hazardous waste collection and management, and for implementing source reduction measures for hazardous waste. The purpose of the study is to focus on hazardous waste generated by residential sources. However, hazardous waste from commercial and industrial generators should also be characterized and quantified in this study. Scope of Work Task 1 Information Request Upon authorization to proceed, R3 will provide the City with a preliminary list of documents in support of the Hazardous Materials Study. Requested documents may include, but not necessarily be limited to the following, as available (Note R3 has already obtained certain of the following documents): • City Municipal Code and ordinances related to hazardous waste (e.g., E-waste Ordinance); • Larimer County 2006 Waste Composition Study; • Larimer County HHW facility data; • List of available HHW grant funding opportunities; Section 1 - 1 Notes: Page 21 List of local HHW collection options (e.g., Used oil Scope of Work collection centers, E-waste recycling options, etc.); • Summary of methods / programs currently used to manage hazardous materials in the City; • Summary of any specific issues or concerns that relate to hazardous materials or hazardous materials management in the City; • City metrics and measurements for hazardous materials in the community; • Relevant background reports and documents; and • Other relevant data. Task 2 Meetings Task 2.1 Kick -Off Meeting R3 Project Staff will hold a Kick -Off Meeting with City staff within two weeks of receipt of authorization to proceed. The purpose of the Kick -Off Meeting will be to review and discuss/confirm the following: • Project communication protocol and contacts; • Project objectives; • Project work scope and deliverables; • Schedule and format for deliverables; • Data availability; • Opportunities for incorporating Industrial Ecology concepts into the project deliverables; and • Additional data needs and any other key issues. • Refine project objectives / focus; particularly with respect to the extent that the City wishes to characterize and quantity issues related to commercial and industrial HW. These discussions will help ensure a successful project by clarifying the objectives and expectations of the City. In addition, a major objective of the Kick -Off Meeting is to gain a better understanding of the City's primary project objectives and the level of important it places on various project tasks (e.g., characterizing and quantifying hazardous waste from commercial and industrial generators, applying concepts of Industrial Ecology). This will allow us to focus our efforts on those areas that will provide the City with the best possible work product. Section 1 - 2