HomeMy WebLinkAboutRESPONSE - RFP - 7503 MISCELLANEOUS SUSTAINABILITY SERVICESProposal For
MISCELLANEOUS SUSTAINABILITY SERVICES
City of Fort Collins, Colorado
May 2013
Clarion Associates LLC Community Planning
401 Mason Court, Suite 101 Zoning/Design Standards
Fort Collins, Colorado 80524 Growth Management
970.419.4740 Sustainability
970.493.2216 fax
May 3, 2013
Mr. Ed Bonnette, CPPB, CPM
City of Fort Collins
215 North Mason Street, 2nd Floor
Fort Collins, Colorado 80522
VIA email: purchasing@fcgov.com
Re: Proposal 7503 – Miscellaneous Sustainability Services
Dear Ed and Members of the Selection Review Committee:
On behalf of Clarion Associates, Brendle Group, ICMA, and BBC Research and Consulting, I am pleased
to submit the enclosed response to the Request for Proposals for Sustainability Services for the City of
Fort Collins.
Clarion Associates is a nationally-known planning firm experienced in working with communities across
the nation . Our relevant experience includes working on sustainability planning and initiatives . Our
recent experience leading the team that developed Plan Fort Collins, which in many ways is the precursor
to the Sustainability Community Plan, will be invaluable in understanding the roles and relationships of
City departments as well as stakeholder groups. While Clarion Associates will serve as the prime
contractor and overall manager for this project, our core project team is a true partnership – Clarion,
Brendle Group, and BBC have worked together on many projects over the past 5 years, and each firm will
play a prominent role in various tasks.
We have also included ICMA as a supporting team member, to provide expertise and research on national
best practices. BBC will take the lead in the Social Sustainability Gap Analysis and will work jointly with
Clarion and ICMA on the Social Sustainability Strategic Plan. Brendle Group will take the lead on the
Climate Action Plan update and the completion of the Triple Bottom Line Decision Support tool. Clarion
will take the lead on the development of the Sustainability Community Plan, with support from ICMA
and Brendle. COWI brings international best practice in climate action planning to the team from their
work on leading edge climate plans across Europe – including Copenhagen’s plan to reach climate
neutrality by 2025. In this manner, we will be able to support the City’s needs in an informed, efficient,
and flexible manner.
There are two aspects of our expertise with respect to sustainability that makes our team stand out: our
experience nationally working with communities on related assignments, and our rich legacy in working
with Fort Collins on its sustainability programs and initiatives.
On a local level, all three firms have extensive experience working with Fort Collins on sustainability-
related assignments, both independently and on joint assignments. Specifically, team members BBC and
Clarion have recently worked with the City on several housing and social sustainability projects, including
an Analysis of Impediments to Fair Housing Choice and a strategic plan to deal with the displacement of
residents from affordable housing, with particular emphasis on mobile home parks.
Additionally, our team member Brendle Group has been a close partner with the City on its sustainability
journey for a decade, acting as a founding member of the Chamber Environmental Committee, helping
the City launch its Climate Wise program, supporting the Climate Task Force and development of the
Climate Action Plan, and facilitating development of the City’s Action Plan for Sustainability and its
Green Building Roadmap, to name just some examples. Since Brendle Group worked on the City’s
Climate Action Plan in 2007-2008 through the Climate Task Force, the firm has gone on to extend its
climate and sustainability planning work across 20 states, drawing from national and international best
practices in climate action planning. Clarion was the City’s lead consultant during the preparation of Plan
Fort Collins, and actively worked with virtually every City department as well as numerous stakeholder
groups _. This history and expertise will be tremendously valuable in developing an overall sustainability
strategy that can best support and reinforce these and many other ongoing and future City sustainability
efforts.
Finally, we are pleased that COWI, a leading international consulting firm, will be providing support to
Brendle Group in the Climate Action plan update. They are currently working in a similar capacity with
Brendle Group on the City of Boulder Climate Action Plan update.
We are excited about working with the City of Fort Collins on this project and appreciate the opportunity
to submit this proposal. Please contact me with any questions or comments about our submittal. We look
forward to hearing from you.
Sincerely,
Benjamin Herman, FAICP
Director
By my signature above, I hereby acknowledge receipt of Addendum No. 1 for this bid.
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CONTENTS
Contents .................................................................................................................................... i
1. Methods and Approach ................................................................................................... 1
Proposed Tasks .................................................................................................................................................. 2
Task 1. Social Sustainability Gap Analysis Report ........................................................................................ 2
Task 2. Social Sustainability Strategic Plan .................................................................................................... 6
Task 3. Climate Action Plan Update ............................................................................................................... 7
Task 4. Sustainability Community Plan ....................................................................................................... 14
Task 5. Triple Bottom Line Decision Support Tool.................................................................................... 17
Proposed Schedule .......................................................................................................................................... 19
Organizational Commitment to Sustainability ........................................................................................... 20
Clarion Associates................................................................................................................................................ 20
Brendle Group ...................................................................................................................................................... 22
BBC Research and Consulting ........................................................................................................................... 24
ICMA .............................................................................................................................................................. 25
2. Scope of Work Deliverables ........................................................................................ 27
3. Qualifications and Experience .................................................................................... 28
Clarion Associates ........................................................................................................................................... 28
Relevant Experience ........................................................................................................................................ 29
Brendle Group ................................................................................................................................................. 32
Relevant Experience ........................................................................................................................................ 33
BBC Research and Consulting ....................................................................................................................... 37
Relevant Experience ........................................................................................................................................ 37
International City/County Management Association (ICMA) ................................................................ 40
Relevant Experience ........................................................................................................................................ 41
4. List of Project Personnel ........................................................................................... 44
Primary Contact .............................................................................................................................................. 44
Key Personnel .................................................................................................................................................. 44
5. Organization Chart for Project Team ....................................................................... 50
6. Availability ...................................................................................................................... 51
7. Estimated Hours by Task ............................................................................................ 52
8. Schedule of Rates and Cost by Task ........................................................................ 54
9. Resumes of Key Personnel ......................................................................................... 56
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1. METHODS AND APPROACH
Overall, our approach to this project is driven by two key ideas: (1) the effort will
be a partnership with City staff, and (2) it requires a solid approach that is
deliberate in its outreach with local agencies and organizations and technical
methods. These ideas are conveyed below.
For this project, we understand that City staff (particularly Social Sustainability
staff) will be part of a shared effort with the selected consultant. We see the
consultant team as an extension of staff, bringing in specialized expertise and
resources and also providing a “neutral” face for the project where beneficial in
some cases. Given that understanding, we believe that careful scoping and
definition of roles and responsibilities at the very beginning of the effort will be
critical for success. The Clarion team offers a strong project manager and solid
team who knows the City and staff and enjoys working with them. With Clarion
Associates and the Brendle Group having local offices, and the fact that we live
and work in the community, too, make us extremely committed to carrying the
project through to a community-supported and workable outcome.
Having been collaboratively involved with the City in its sustainability efforts for
many years, our team is already intimately familiar with the City’s approach to
sustainability, from its organizational structure and culture to its specific
plans/programs. We have witnessed firsthand how the City has continued to
evolve its programs and practices in a continuous improvement toward
sustainability that has placed it on a national stage for its sustainability leadership.
Likewise, our team in parallel has continued to evolve and become nationally
recognized best practice leaders in community sustainability and climate action
planning. For example, in 2003 Brendle Group helped prepare the City’s first
Action Plan for Sustainability, and 2007-2008 worked closely with the City and
the-then Climate Task Force to develop the City’s first Climate Action Plan. Since
then, the firm has grown its practice in sustainability and climate action planning
and is now nationally recognized for its leadership in community sustainability
planning with over 200 completed sustainability projects across 20 states, from
Hawaii to New York State. As a result, our team can provide a truly unique
combination of a consultant “in your back yard” that truly understands the City
yet can bring to the project the national and international best practice thought
leadership the City is seeking.
Fort Collins is already well ahead of many communities across the nation in its
many plans and programs that address community sustainability. We believe,
therefore, that key to a successful outcome for the Community Sustainability Plan
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is to use it as a vehicle to unite and align all of the City’s community and
municipal operations sustainability efforts – and to identify any remaining gaps
not addressed by current plans and programs – so that there is both a cohesive
and complete approach to community sustainability. The City’s participation in
ICLEI STAR – which includes 80 goals across the three pillars of sustainability
(social, economic, environmental), provides a timely opportunity to use STAR as
tool to identify such gaps in policy, practice, and evaluation measures. By tying
the “three legs” together, the Plan can also be a vehicle to prioritize actions that
result in “triple wins” for the City and community, helping to support and
improve economic health, environmental resilience, and social well-being.
With the completion of the Gap Analysis Report, Social Sustainability Strategic
Plan, Climate Action Plan, and Community Sustainability Plan, the City of Fort
Collins will be able to answer the following questions:
Which services will the City provide in the future?
How will the City organization need to change to address a change in
services?
How action items brought forward will be included in future City work
programs.
Proposed Tasks
Following the contract award, the Clarion team will meet with the City of Fort
Collins staff to finalize the project scope – including the respective roles of the
consultant team and staff members. Once the scope and related budget have been
finalized, the Clarion team will complete the project through the following tasks:
Task 1. Social Sustainability Gap Analysis Report
Task 1 will include preparation of a gap analysis model that measures social
sustainability indicators. The model will measure current gaps in facilities and
services and be used to evaluate future progress in addressing the identified gaps.
The subtasks for the existing conditions “snapshot,” model development and
communication of results are detailed below.
1.1. Project Initiation
The Clarion team members will meet with key staff to review and refine the
project work plan; finalize resources to be committed to various elements of the
plan; clarify allocation of work tasks between staff and consultants; coordinate
communication channels; and to clarify which local agencies and organizations
will be participating in the outreach process.
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Refinement of the initial issue areas included in the social sustainability gap
analysis will be one of the principle work products of the project initiation
meetings. As the RFP suggests, the social sustainability issue areas will include, at
a minimum: homelessness, poverty, cultural diversity, affordable housing, health
and wellbeing, early childhood education (ECE) and childcare. The City might
also consider adding persons with mental illness/behavioral health challenges,
victims of domestic violence, and veterans.
Once our team has finalized the issues list, we will begin by project research
through the evaluation of existing research data and on existing information from
reports to be used in the assessment of current conditions and gaps analysis and
how the project team may obtain such information.
1.2. Social Services Community Snapshot
The purpose of this phase is to review the large number of existing social service
plans, programs, forces, trends and resources within the City organization and
the community that may influence the planning process (see diagram page 4).
The BBC/Clarion team will describe the existing conditions in the community,
synthesize information, and identify key metrics that influence social
sustainability. The analysis is essentially a “snapshot” of the Fort Collins
community in its present state; it will provide a common basis of data for both
the consultants and the various stakeholders in an understanding of the social
sustainability landscape today.
Data Collection
This baseline condition will be informed through existing reports and studies—
for example, the most recent Homeward 2020 homeless person counts, national
data on the incidence of disability by type—stakeholder interviews, new data
provided through BBC’s existing models, and citizen comments generated
through Photovoice.
Our initial measures of need will be determined by combining needs from our
data model and existing reports and studies to create a range of estimates (upper
and lower bounds of needs) by issue area and targeted population. These
estimates will then be vetted with stakeholders through in-person interviews. We
will also collect information on what factors are most important for improving
the needs of targeted groups from stakeholders. We anticipate conducting 20
stakeholder interviews.
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*Services noted in yellow presently provided by the City of Fort Collins
Socially
Sustainable
Fort Collins
Education
PSD K-12, Head Start, Early
Childhood Development
Colorado State University
Poudre River Library District
Education & Life Training Center
Larimer Co. Workforce Center
Health &
Wellbeing
Larimer Co. Community Health
Services
Health District of Northern
Colorado
University of Colorado Health
Touchstone Health Partners
CanDo
Arts & Culture
Beet Street
Bohemian Nights
Bas Bleu Theater
City of Fort Collins Lincoln Center,
Historic Preservation Program
FoCoMX
Museo de las Tres Colonias
CSU El Centro
Poverty
Prevention
Larimer Co. Human Services,
Food/Medical/Financial Assistance,
Child Support Services
Project Self Sufficiency
Bridges out of Poverty
At Risk Youth
Larimer Co. Human Services, The
Hub, Foster /Kinship Care
City of Fort Collins Recration
Team Fort Collins BASE Camp
Center for Farmily Outreach
Mathews House Turning Point
Realities for Children
Partners Mentoring Youth
The Youth Clinic
Homeless
Prevention
Homeward 2020
Homeless Prevention Initiative
Murphy Center for Hope
Handup Cooperative
Chatholic Charities Northern
Larimer Co. Food Bank
Homeless Gear
Aging
Larimer Co. Office on Aging, Adult
Protective Services, Options for
Long -Tem Care
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BBC will incorporate Photovoice technique into the gap analysis. Use of the
Photovoice technique will allow often marginalized residents to participate in the
process and to lend their unique experience to the dialogue. Typically, Photovoice
projects involve three steps: 1) initial outreach and instructions, 2) photo
collection, and 3) photo narration. We envision asking local agencies to enlist
their clients to document their lives using a personal camera, smartphone or a
disposable camera supplied by the project team. BBC would provide stakeholders
with instructions for how to engage their clients in a Photovoice project, and we
would provide an avenue for clients to submit their stories.
Applying Metrics
BBC will work with the City staff to assign appropriate metrics with which to
assess current social service provision and, ultimately , gaps in services. For
example, for persons with physical disabilities, a metric may be the number of
accessible and affordable rental units. For persons with developmental disabilities
or mental illness, access to behavioral health centers may be a critical issue. For
persons living in poverty, lowering housing costs through energy savings
initiatives may be important.
BBC will tailor its existing models measuring housing and supportive service
needs of targeted populations to the issues areas desired for the study. The data
generated by the model will serve as a starting point for assessing current
conditions.
1.3. Goals, Objectives and Outcomes
BBC will work with the City to identify the to redefine the future social service
goals, objectives, and outcomes, which will provide a target to measure current
gaps in service. For each issue area, BBC will document the social services
objectives of the City and appropriate stakeholders. For example, the City may
have a goal to provide access to affordable and accessible housing to all low
income and disabled residents. The project team will obtain goals for City social
sustainability through interviews with City social sustainability staff and the
project steering committee. The goals will be stated in the metrics that are
identified in the previous task, e.g., affordable housing units, transitional housing
units, childcare “slots,” citywide obesity rate, etc.
1.4. Determining Gaps
In this subtask, BBC will populate our social services gaps model that compares
service availability (or “supply”) by issue area with service demand. If desired and
where possible, the model can be tailored to provide detail on age groups, city
subregion, race and ethnicity or other sub-group. The gaps model will identify
mismatches in the supply and demand of social services by comparing current
service levels, service demand and City goals.
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An important part of the gaps analysis will be to translate population growth
projections into expected future service demand using current incidence rates for
disability, poverty, homelessness and other indicators. BBC will use existing
secondary data sources and data obtained from current City service providers to
compare current service demands with current populations to allow for future
service demand projection and a more dynamic modeling environment.
BBC will use the dynamic gaps model to identify where social service provision is
out of balance for the City in current and future scenarios.
The estimates of future social services needs—as well as information on the
factors most important for addressing the most critical needs—will serve as a
starting point for the discussion of the Social Sustainability Strategic Plan (Task
2).
Task 2. Social Sustainability Strategic Plan
Building off of the outcome of the Gap Analysis and our experience developing
City Plan, Clarion will prepare a Social Sustainability Strategic Plan.
The Social Sustainability Strategic Plan will have both a strong policy basis and a
practical application to the City’s operations. If current policies and practices are
not in sync with desired objectives, then we will use best practices analysis and
our national experience to recommend new sustainability policies. The Plan will
also identify and prioritize the actions the City will need to take to implement the
overall vision for social sustainability services and further delineate the City’s role
relative to other public agencies and the private sector. The process will identify
priority action steps suitable for additional investigation, as well as possible
financing mechanisms needed to carry out plan recommendations.
We recognize that the products of this effort must still serve the City’s needs in
conventional ways – guiding decisions on new City programs and capital
expenditures and allocation of funding to area social service agencies, etc. – but
we believe that the City can provide truly ground-breaking work in the area of
social sustainability.
A well-crafted Social Sustainability Strategic Plan could benefit the City’s
decision-making process by strengthening linkages between policy, progress, and
success which includes:
Stronger connections between social sustainability goals, plan policies,
and Budgeting for Outcomes (BFO) Key Results objectives;
Increased chance of obtaining grant funding for social services and
programs;
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Closer alignment between monitoring processes and procedures and
social sustainability objectives;
Improved integration and coordination with the community’s public and
private sector social service organizations; and
Better information to the City organization and the community on how
the City is doing in achieving its social sustainability goals.
Task 3. Climate Action Plan Update
Our team offers a long history of experience in community climate action
planning as well as unparalleled familiarity with the local drivers, policies, and
programs that will shape the starting point for the Climate Action Plan (CAP)
Update. Our team has participated in aspects of the visioning, policy making,
and program design and execution behind efforts such as the Climate Task Force
(which made recommendations for the current CAP), City Plan, and even
programmatic efforts such as the Green Building Program, Climate Wise and
Fort Collins Utility’s energy and water assessment offerings. We are also familiar
with and have supported the related efforts of major organizations in the
community such as Colorado State University and Poudre School District. This
familiarity uniquely positions our team to hit the ground running in integrating
the body of climate action efforts already undertaken in Fort Collins and in
identifying the opportunities to carry these mature climate action efforts forward.
To augment our team’s knowledge of international best practices, we are pleased
to be joined by COWI, a Denmark-based consultancy that has led the
development of municipal climate action plans across Europe, including 25
percent of the municipalities in Denmark. Most notably, they developed
Copenhagen’s internationally recognized climate plan to reach carbon neutrality
by 2025.
Fort Collins was among the first communities in the nation to confront the issue
of climate change and commit to a path of setting goals and taking actions to
reduce community greenhouse gas (GHG) emissions. Since then, Fort Collins
has built a legacy among communities nationally and internationally for its
efforts to reduce GHG emissions – as evidenced by numerous programs (e.g.
Green Building Program, Climate Wise, etc.), the engagement of businesses and
residents, and the progress the community has made with emissions declining by
14.7 percent since 2005 while population and sales tax revenues have grown.
Building on the momentum of this success, City staff has recommended a new
interim reduction target of 20 percent below 2005 by 2016. Achieving this target
and more aggressive long-term targets, which will become increasingly
challenging as low-hanging opportunities are addressed, will require an approach
that integrates the best planning/policies/programs underway in Fort Collins,
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realistically forecasts future emissions and the magnitudes of reductions
necessary to meet targets, and incorporates the best thinking of Fort Collins’
peers in climate action planning nationally and internationally.
The updated CAP will be built both top down – working with the Sustainability
Board of Advisors and City Council to identify what is feasible and affordable −
and bottom up – engaging the community and other stakeholders to identify the
climate action opportunities that are most relevant and attractive to residents and
businesses. The resulting CAP will be highly integrated with the City’s existing
strategic and functional plans – drawing on the best thinking to date in energy,
water, solid waste, transportation and community plans and integrated with the
Sustainability Community Plan to provide a framework for the integration,
advancement and potential funding of initiatives and mutually beneficial
partnerships with the community.
Finally, we see this update of the CAP as a timely opportunity to leverage our
team’s involvement in related projects and initiatives. For example, Brendle
Group was recently selected to update Boulder’s Climate Action Plan, which
offers a significant opportunity to be a bridge for both communities – Boulder
and Fort Collins – to collaborate, draw together on national and international
best practice, and share resources in evaluating transformative climate mitigation
strategies and actions. In addition, Brendle Group is involved in efforts with the
City, Colorado Clean Energy Cluster, and other organizations to plan a “Net Zero
Cities” conference for Fall 2013. We believe this conference could be a valuable
opportunity to showcase to a national and international audience Fort Collins’
progress in sustainability, climate mitigation, and net zero energy and water
planning. More importantly for this project, we see it as an opportunity to
capitalize on the event to, for example, organize forums and side events that
would allow Fort Collins to draw from and inform the CAP and other
sustainability efforts.
The following is an outline of our approach to preparing the CAP.
3.1. Alignment with Existing Policies, Plans and Programs
Fort Collins has well developed policies, plans, and programs in many areas
relevant to reducing GHG emissions and informing the CAP. These include
existing and ongoing planning initiatives such as the Energy Policy update, Road
to Zero Waste Planning, Roadmap for Green Building, Climate Adaptation, and
numerous others.
The first step to developing the CAP will be ensuring that these initiatives are
integrated into the CAP to provide for consistency between the plans and make
certain that the significant body of work is recognized in the CAP. Brendle
Group’s Plan Evaluation Tool - which was developed in partnership with former
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Boulder County Land Use Director Graham Billingsley for the City of
Greensboro and results documented in a summer 2012 issue of Planning
Magazine (Top to Bottom Sustainability Analysis) - will be applied to document
opportunities to align plans and potential gaps and inconsistencies.
Using the Tool, our team will accomplish the following:
Document which other City plans, codes, programs, and major decision-
making mechanisms (e.g., capital project development) address climate
mitigation and adaptation;
Identify any areas where plans may be working at cross purposes with
respect to climate;
Identify gaps in such plans where climate could be addressed to add to
the list of opportunities to be considered for the CAP; and
Provide a template for future planning efforts to ensure that future plans
align with the City’s climate targets and strategies wherever feasible.
3.2. Update GHG Emissions Forecast
The team will then undertake an update of the GHG emission forecast for Fort
Collins community. This update will result in at least a business-as-usual (BAU)
scenario that will be used as the baseline for measuring the effectiveness of the
CAP at achieving the City’s targets. Additional forecast scenarios will be
considered if it is determined that there are key unknowns that have a significant
impact on the community’s capacity to reach its targets.
The forecast process will be informed by a number of data sources:
Current GHG emissions and historical trends from the City’s GEMS
database
Forecasting approaches previously employed (e.g. in the previous
Climate Task Force/CAP effort)
The current and projected performance of existing programs
Forecasted changes in demographics and from other models (e.g.
population, employment, transportation, etc.)
External factors (e.g. State policies, CAFE standards, etc.)
The team will review forecasting tools currently employed by the City and seek to
use a familiar approach for usability by City staff. The team will also seek
integration where possible with GEMS or other related tools (Brendle Group is
currently working in parallel with SWCA on the update of the City of Boulder’s
CAP and will be gaining additional insight into GEMS).
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3.3. Identification of Opportunities: Looking Locally and
Internationally
Perhaps the most pivotal sub-task for the CAP will be the identification of
opportunities for Fort Collins to maintain its momentum in decreasing GHG
emissions. Fort Collins enters into this CAP update with an excellent portfolio of
programs that have a proven track record for reducing emissions over the last 5-6
years. Identifying these programs, as described under Task 3.1, and
understanding how they will continue to contribute in the future will form the
foundation for the CAP.
Building on this foundation will be the existing, and concurrent, planning
processes that will help to inform these programs and others into the future. It is
anticipated that aggressive targets and ambitious programs for reducing GHG
emissions will arise out of efforts such as the Energy Policy update and Road to
Zero Waste to inform this CAP.
It is where the vision from existing programs and planning ends that the greatest
opportunities for innovation in this CAP update begin. Five years ago during the
Climate Task Force and Climate Action Plan development processes, a
commercial green building code, a zero-energy district, and vehicle electrification
where fairly ambiguous concepts up for consideration. Now the Green Building
Program (and associated codes), FortZED, and The Electrification Coalition are
just a few examples of the maturing of programs that have resulted in GHG
reduction and other benefits for Fort Collins. Identifying the next generation of
strategies that will mature during the tenure of this CAP is pivotal to the
continued momentum of Fort Collin’s GHG reductions.
The next generation of strategies will be informed by Fort Collin’s long-term
GHG reduction targets. Achieving an 80 percent reduction in communitywide
emissions below 2005 levels by 2050 will require some fundamental changes in
areas such as transportation and building heating. Many of these fundamental
changes will also have long lead times. Looking to Fort Collin’s peers nationally
and internationally, such as Copenhagen with a goal of reaching climate
neutrality by 2025, will be an opportunity to identify those transformative
strategies that will propel Fort Collin’s toward more aggressive targets. To
provide this international insight, our team includes COWI which has worked on
aggressive climate action plans in Copenhagen, Aarhus, and other Danish and
European communities.
In addition to looking for transformative strategies globally, the CAP may also
address opportunities to reduce emissions from sources that were not considered
in the previous CAP. As the City transitions the community inventory toward
ICLEI’s Community Protocol, additional consumption-based emission sources
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may be considered. The City may choose to include new emissions sources, such
as the life-cycle impacts of food consumption, so that the benefits of strategies
from the Sustainability Community Plan that address other topics like food
production and delivery can be reinforced through recognition of their GHG
emission mitigation benefits.
3.4. Cost-Benefit Analysis
Specific strategies including programs,
technologies, and policies will first be
evaluated individually so that scenarios can
be developed based on a common definition
of the actions. These strategies will build on
our team’s topic area expertise and may
include concepts such smart grid (FortZED),
district heat and energy, electric vehicles,
deep energy retrofits, geothermal heating,
and carbon sequestration; and regulatory
changes. Other possibilities include market-
based instruments (e.g. further carbon
pricing); education and communication
actions; alterations to institutional
structures; and changes to infrastructure.
The criteria that will be considered when evaluating community-wide strategies
will include technical and financial feasibility, first-cost, ongoing costs/savings,
return on investment, and other appropriate metrics relative to targets that have
been established. In addition, this analysis will consider who pays and who saves
and will also incorporate, where possible, other leading-edge benefit calculation
methodologies such as those identified in City Plan’s indicators.
A wedge analysis will be applied to understand the contribution of individual
strategies toward the overall GHG reduction targets. This type of evaluation
creates an effective visualization for the Commitment that includes current
emissions, future growth in emissions, and the relative and cumulative impacts of
individual strategies.
The set of potential strategies will be combined to generate various scenarios for
the emissions trajectory through 2025. The first scenario will be a baseline;
additional scenarios will be defined and may include themes such as a sector
(residential/commercial) focus, energy supply focus, transportation focus, interim
target achievement focus, and/or emerging technology focus to explore a variety
of approaches for achieving targets. For each scenario, the GHG reduction
performance, costs, and other indicators will be considered as they will be on the
individual action level. This process will serve to identify priorities for
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implementation driven by feasibility, financial reality and community
preferences.
Sample Approach to Strategy Quantification from Brendle Group’s
Involvement in the 2007 Climate Task Force
3.5. Evaluate CAP with Triple Bottom Line Decision Support
Tool
In addition to the detailed evaluation of individual strategies and scenarios that
include packages of strategies, the team will also evaluate the selected CAP
scenario using the Triple Bottom Line (TBL) Decision Support Tool that will be
completed under Task 5 of this scope. This testing will serve to reveal TBL
impacts of the CAP scenario while simultaneously serving as a beta test of the
Decision Support Tool that can inform changes and improvements. This step
will serve as an opportunity to maximize the triple bottom line benefits of the
CAP, recognizing that a plan can achieve environmental benefits (reduce energy
use and greenhouse gas emissions), economic benefits (such as lower energy costs
for the County and its citizens), and social benefits (more local jobs, improved air
quality and health, and increased quality of life).
Strategy
Name
GHG Reductions Cost to City Cost to Participant Effectiveness
Adopted Tons CO2e
Reduced in 2010
Percentage of 2010
Goal
Conservative
Cumulative Tons
CO2e Reduced in
2020
One-time
Implementation Cost
Operating Costs
(Annual Average)
Savings
(Annual Average)
One-time
Implementation Cost
Operating Costs
(Annual Average)
Savings (Annual
Average)
Cost Effectiveness
(Cumulative
Costs/Cumulative
Tons Reduced in
2020)
Enhanced
Climate Wise
Business
Program
130,000 11.8% 1,590,000 $0 $180,000 $0 $0 $2,420,000 $2,450,000 ($0.3)
GHG Goals for
Government
Organizations
22,000 2.0% 262,000 $0 $101,000 $111,000 $0 $298,000 $327,000 ($2)
Community
Climate
Challenge
9,200 0.8% 110,000 $332,000 $0 $0 $0 $0 $934,000 ($107)
Utility-scale
| City of Fort Collins Sustainability Services Page 13
3.6. Updated CAP Document
The purpose of this task is to develop a draft and final CAP. The document will
be graphic-rich, text-light, and easily accessible for the general public audience.
This document can be presented as a traditional PDF or may instead be
developed as a light-weight website (e.g. in Word Press or other acceptable
content management system) for easy access and navigation by the audience and
updating by City staff. An example of a web-based presentation is the Omaha
Comprehensive Energy Plan, www.omahaenergyplan.org.
Likely elements to be included in the CAP include:
Acknowledgements
Documentation of Fort Collin’s existing programs and integration across
plans and programs
Summary of the plan development and engagement process
Baseline GHG inventory and forecast
Plan framework, topic areas, and principles
Targets
Strategies and scenarios considered
Implementation and monitoring framework
Appendices with additional documentation
We will produce the draft plan, iterate with staff on two rounds of revisions, and
finalize the plan in the selected format (PDF or web-based).
3.7. Interface with Board of Advisors and City’s Engagement
Process
Addendum No. 1 to the RFP indicated that the City will consider a variety of
roles for the consultant team in interfacing with the Board of Advisors and the
City’s broader engagement process. Our proposed budget for the CAP includes a
minimal role for the consultant team in preparing for and attending
approximately 5 meetings to share progress on the project, gather input from the
Board/stakeholders, and answer questions as needed.
Should the City decide on a more involved role for the consultant team in
interface with the Board and/or the broader process, our team brings a number of
additional capacities in engagement that may be valuable for the CAP Task as
well as the other tasks under this RFP. Some of these capacities include:
Meeting facilitation
Key-pad polling
| City of Fort Collins Sustainability Services Page 14
Organizational engagement in the CAP that seeks to identify
opportunities such as capacity building in local institutions (e.g. building
professionals, consultants, educational institutions, and non-profits),
building societal enthusiasm to draw talent and energy (e.g. as the high-
tech sector has done to innovate), social mobilization and literacy,
working in a triple helix approach with local cleantech industry and
research institutions, and leveraging other partners
Integrating social media into project delivery
Supporting website development for engagement such as
www.parkcitygreen.org and myClimateWise
Our demonstrated experience in this area includes the following examples:
Training up of energy contractors in association with building energy
tune-up programs to develop trade allies for energy and climate action;
Drawing from our decade of work with the Fort Collins Climate Wise
program to engage over 300 businesses in climate action;
Our current work developing new models for business engagement and
participation for the Denver Energy Challenge;
Fostering “triple helix” approaches for Fort ZED in Fort Collins; and
Engaging clean technology businesses in Colorado through our work
founding the Colorado Clean Energy Cluster and, more recently, the
Colorado Water Innovation Cluster.
Task 4. Sustainability Community Plan
Our team offers both a strong understanding of existing sustainability plans,
policies, and initiatives in the City as well as an integrated approach to build on
progress to date to achieve the City’s desired outcomes for the Sustainability
Community Plan (SCP). Our approach is informed by years of experience
developing such plans for organizations and communities throughout the nation.
It draws on best practices in developing comprehensive plans for furthering
sustainability that will benefit the City in areas such as housing, community
diversity, building energy efficiency, transportation, renewable energy, and waste.
It also maximizes the triple bottom line benefits, recognizing that a plan can
achieve environmental benefits (reduce energy use and greenhouse gas
emissions), economic benefits (such as lower energy costs for the County and its
citizens), and social benefits (more local jobs, improved air quality and health,
and increased quality of life).
Our Plan will be built both top down – working with the Sustainability Board of
Advisors and City Council to identify what is feasible and affordable − and
| City of Fort Collins Sustainability Services Page 15
bottom up – engaging the community and other stakeholders to identify the
sustainability issues that are most relevant to the residents and businesses. The
result will be a Plan that:
Is integrated with the City’s existing strategic and functional plans;
Is a living document that can evolve over time;
Builds on past strengths and successes;
Provides a framework for the integration, advancement and potential
funding of sustainability initiatives and mutually beneficial partnerships
with the community;
Fosters vertical and horizontal integration of City efforts regarding
sustainability;
Suggests priorities for implementation driven by technology, financial
reality, and community preferences;
Identifies specific actions to be taken to implement priority goals,
including responsible individuals and organizations;
Identifies early action items to gain momentum; and
Provides a mechanism for integrating sustainability as an integral part of
the City’s budget process.
In short, when our work is complete, Fort Collins will have a clear path to
implement Plan recommendations that meet your needs, are achievable, and will
result in tangible actions and successes. The following is an outline of our
approach to preparing the Sustainability Community Plan.
4.1. Project Kickoff and Stakeholder Engagement Strategy
The first step in the project will be to convene a project kickoff meeting to discuss
the goals and expectations, timeline, and deliverables for the project. During the
project kickoff we will also refine our proposed plan for stakeholder engagement
to ensure we are involving the appropriate groups and individuals throughout the
plan development.
4.2. Baseline Sustainability Assessment
Following the kickoff, the project team will produce a baseline sustainability
assessment for the City. The first step of this assessment will be an inventory of
current sustainability plans, policies, and programs.. As part of the baseline
sustainability assessment, our team will also catalog the existing environmental,
economic, and social assets of the City, review and document the sustainability
initiatives that have been accomplished to date, and identify and catalog existing
goals, policies, and strategies planned for the future. This effort will be
undertaken in close collaboration with City staff members and other relevant
stakeholders to document and understand what’s working and where
| City of Fort Collins Sustainability Services Page 16
opportunities lie with respect to sustainability in the City. This evaluation of
existing programs will be a key starting point for development of the SCP;
leveraging existing momentum and building upon programs and efforts that
already exist to help identify both opportunities and potential challenges for
implementation.
As part of this process and as mentioned in Sub-task 3.1, we also propose to apply
Brendle Group’s Plan Evaluation Tool during this task to help identify where
current sustainability plans/programs/policies are aligned and where gaps may
exist. (For details, visit: http://www.brendlegroup.com/cp/uploads/Top-to-
BottomSustainabilityAnalysis.pdf.)
4.3. Goals and Objectives
Another step in the process of developing the SCP is the formulation of
sustainability goals and objectives. Our team’s initial thinking is to use the STAR
framework as the organizing structure for this task; particularly given the City’s
participation in the program; however, the final organizational structure will be
developed in consultation with City staff. Two key objectives will drive our work
in developing this element of the SCP: providing clarity on actions and priorities
that are in the purview of the City, and a methodology for evaluating goals.
Throughout this step, our team will focus on defining or clarifying the City’s role
in supporting and achieving the goals and objectives. It our understanding that
in some instances the City may need to provide leadership and will have primary
responsibility in working towards the goals, and in other cases the City’s role will
be supporting and collaborating with other community organizations, groups,
and stakeholders in order to achieve the sustainability goals.
Developing a robust methodology to evaluate goals and strategies in the Plan for
their costs and savings, environmental benefits as well as other co-benefits, who
pays and who saves, and technical and political feasibility will help the City
prioritize actions for implementation. Our team of sustainability planners and
engineers is well versed in developing quantitative analytics and evaluation
methodologies for sustainability plans.
4.4. Action Plan
A detailed approach for implementation and monitoring performance will be
crucial to the success of the SCP. For each action included in the Plan we will
identify potential implementation lead and support roles, community resources
and partners, suggested next steps (including timelines and completion dates),
and funding needs. Our team’s experience in designing and implementing utility
and community demand-side energy management programs, greening energy
use, developing green building codes, and supporting policy and economic
| City of Fort Collins Sustainability Services Page 17
development around clean and renewable energy technologies – as a few
examples - will help the team provide the City with a clear and targeted approach
to achieve its sustainability goals.
Our model for the Action Plan for the SCP will be the framework developed for
Plan Fort Collins, with actions identified as immediate (concurrent with Plan
adoption); near-term (keyed to current City Budget horizon), and longer-term.
We will particularly focus on strengthening the linkage between the Plan’s goals
and objectives, priority actions, and the City’s BFO process and adopted budget.
Finally, to integrate with the CAP and the update of the TBL Decision Support
Tool, we see the Community Sustainability Plan as way to both help inform the
update to the Tool as well as an opportunity to test it. For example, any new
performance metrics identified in the development of the Plan could be
integrated into the Tool, while conversely the 8-15 goals/actions identified from
the Plan could be tested using the Tool.
Putting it All Together: A Sustainability Plan Framework
Task 5. Triple Bottom Line Decision Support Tool
In 2010 and 2011, as part of the Clarion team for City Plan, Brendle Group
developed a draft Triple Bottom Line Decision Support Tool (DST) for the City
to use to evaluate projects, sub-plans, catalyst projects, and other initiatives
ACTION PLAN FOR COMMUNITY SUSTAINABILITY
Focus Areas: The City’s Priority Topic Areas for Sustainability
Built
Environment
Climate &
Energy Economy
Education,
Arts,
Culture
Equity Health &
Safety
Natural
Systems
Longer-
Term
Stretch Goals Long-term, aspirational goals for sustainability.
Short-
Term
Shorter Term
Goals (1-2 years -
tied to budget)
Specific, Measurable, Achievable, Realistic, Time-Bound
Strategies/
Initiatives
Specific prioritized steps for achieving goals
Annual
Ongoing
Actions
Practices
Opportunities
Specific actions, resources, funding opportunities, and partnerships to convert
strategies to action.
Metrics/Indicators
Clear, relevant, and meaningful indicators to measure progress that are aligned with the
Community Scorecard
Platform for
Reporting and
Revising
Direction for an ongoing process for continual improvement with reporting on
implementation and performance and revisions to the Plan thru Dashboard
| City of Fort Collins Sustainability Services Page 18
associated with City Plan. The tool at the time also included a list of potential
performance metrics that were developed with the then Plan Fort Collins
sustainability group to evaluate progress for Plan Fort Collins. This tool was
meant to be open, transparent, cost-effective, user-friendly and accessible to City
staff in an Excel-based format, rather than in the form of propriety “black box”
software formats that are available in the marketplace. It was intended to support
triple bottom line decision-making – in both qualitative, and where data were
available, quantitative form – and to complement the City’s TBLAM. Ensuring
that the two tools were complementary was the focus of extensive discussions
with the Plan Fort Collins sustainability group at the time. The tool was briefly
“beta tested” with staff from Long Range Planning prior to the end of the
consultant contract.
Given our team’s insight into the initial development of the tool and its
familiarity with TBLAM and other City internal TBL decision-making processes,
we believe we are in a unique position to provide continuity to the progress made
during initial tool development. To update, test, and validate, and finalize the
tool, we suggest the following steps as potential ways forward:
Revise the tool framework with additional best practice in community
triple bottom line evaluation that has emerged since its initial
development – including Brendle Group’s Sustainability Plan Evaluation
Tool developed for the City of Greensboro, North Carolina:
http://www.brendlegroup.com/cp/uploads/Top-to-
BottomSustainabilityAnalysis.pdf. Other tools from which we can draw
are, for example, the Sustainable Infrastructure scorecard and Portland
State University’s Triple Bottom Line Tool. While drawing from such
other examples, we believe the DST can and should be tailored to be
“uniquely Fort Collins.”
Re-align the performance metrics included in the TBL tool with those in
the recently updated Community Scorecard, which are now also used to
track outcomes from Plan Fort Collins; additional performance metrics
could also be added to align with the ICLEI STAR Community
Framework performance/practice measures to support the City’s early
participation in this program.
Explore adding more quantitatively rigorous “modules” to the tool to
give the City the ability to address impacts at the project level to energy,
climate, water, waste or other issues of interest to the City (e.g, energy
reduction, costs/benefits, who pays/who saves, etc.) that align with
associated plans/policies (e.g., Climate Action Plan, Energy Policy,
revised Waste Reduction Plan, Water Conservation Plan). Other
elements that could be added to reflect the City’s emerging practices
| City of Fort Collins Sustainability Services Page 19
include a “resiliency” module to evaluate climate adaptation/risk
considerations.
Explore how best to expand use of the tool beyond its intended use
associated with Plan Fort Collins to other projects/initiatives across the
City in a way that complements TBLAM.
Consider adding an interface to the tool that can generate a quick,
graphically pleasing summary of tool outcomes for use in
communicating with other staff, the Sustainability Advisory Board, City
Council, and others.
We also suggest with these refinements that the City conduct additional testing of
the tool, using the Sustainability Advisory Group, in three different applications
at different scales. These could include, for example, alternatives for a
neighborhood or corridor plan; a new City project such as Block 32; or a public
works project.
Proposed Schedule
J J A S O N D J F M A M J
Social Sustainability Gap Analysis
Social Sustainability Strategic Plan
Climate Action Plan Update
Sustainability Community Plan
TBL Decision Support Tool
Task
2013 2014
| City of Fort Collins Sustainability Services Page 20
Organizational Commitment to Sustainability
Clarion Associates
Clarion Associates believes that in order to be successful, its business is
dependent on a healthy natural environment, social well-being, and supportive
economic conditions. A business that is on the path to its own sustainability, as
well as enhancing community and global sustainability, is one that is actively
working to show environmental, social, and fiscal responsibility through its work.
This is Clarion’s sustainability philosophy. Clarion Associates’ sustainability
policy is to conduct its work through the most sustainable practices that it can
employ.
Clarion maintains an internal Sustainability Policy document that outlines our
approach to achieving this goal. This document comprises a set of key
sustainability categories and implementation strategies for each.
Employee Health and Family Support
Business Operations & Resources
Transportation and Travel
Promoting Clarion’s Focus on Sustainability
These policies and actions serve as a guide to Clarion’s operational and business
practices to be carried out by our employees and through the work we do for
others. Clarion has already implemented many of these policies and actions, and
is working to implement more at the earliest time possible. The actions contained
within this document will bring about even greater sustainable practices as we
refine and improve our operations as a business and spread the message of
sustainability through our planning work. One thing is clear. Clarion’s employees
understand the critical importance of having a work environment, business
practices, and planning philosophy that will move our organization toward
becoming a solution to the local and global issues that face the world today. We
believe that we must do this so that Clarion’s work can be effective in moving the
world toward being a better place so that future generations will have the same or
better opportunities than we have now.
A summary of our company’s actions towards this goal is summarized below:
Employee Health and Family Support
Promote the physical health and well-being of employees through health
club incentives, flexibility in work hours to support personal
exercise/health regimens and positive working conditions.
| City of Fort Collins Sustainability Services Page 21
Provide an opportunity for working at home to reduce commuting time
and stress, fuel consumption, and greenhouse gas emissions.
Provide support to purchase home computer and electronic access to
central office server files to facilitate working at home.
Adopt a cafeteria benefits policy to permit employees to tailor their
benefits to their family situation (e.g., day care, insurance, etc.).
Business Operations and Resources
Resource Efficiency
Recycle full waste stream in all offices
Recycle toner cartridges, cell phones, and electronic equipment.
Reduce paper use and waste generation by employing two-sided copying
and printing, circulating memos and reports by email, and using email
for mass mailings and invitations
Purchase reusable and recycled products and rechargeable batteries
Office Equipment
Purchase Energy Star® equipment
Keep all equipment clean and maintained for optimum operation and
minimal energy usage
Meetings & Events
When possible, use online technology instead of travelling (both internal
and client meetings)
Transportation & Travel
Allow for telecommuting and teleconferencing and provide incentives for
alternative commuting, such as yearly awards and transit passes
Strive to handle in-town errands on bike, bus or foot (or electric vehicle).
Purchase bikes for employee use at work
Minimize travel through the use of conference calling, video
conferencing and online meeting technologies, when possible
Purchase hybrid-electric and/or low e vehicles
Promoting Clarion’s Focus on Sustainability
Perform our work for clients with an eye toward using every project as an
opportunity to encourage sustainable community characteristics
| City of Fort Collins Sustainability Services Page 22
Conduct client or public educational sessions (workshops, training to
community leaders) that focus on how jurisdictions can achieve
sustainable community goals through operations, plans, and land use
codes
Brendle Group
Brendle Group has promoted sustainable
practices for its clients and community
since its operations began in Fort Collins in
1996. The company vision commits
Brendle Group to embody these same
principles in its own daily operations and
over the past 16 years the firm has
implemented many sustainability practices.
Brendle Group was the first known Climate
Cool corporation in Colorado and is a Zero Waste International Alliance
business member. Brendle Group’s sustainability goals are defined in an award-
winning Sustainability Management System (SMS) – updated in 2012 - to
continually, systematically, and comprehensively evaluate the magnitude of its
impacts, determine priorities, set goals, implement actions, and measure results.
This is presented on a web-based platform to share the progress of the
sustainability metrics including Greenhouse Gas Emissions, Energy, Water,
Transportation, Materials, and Social Impacts:
http://www.brendlegroup.com/progressmetric
Brendle Group’s Sustainability Policy
We are committed to conducting our operations conscientiously and mindful of
the people and ecosystems that are impacted by our work. We will use four
principles to guide our sustainability planning and actions:
Right Aim. We will authentically check our purpose and plans as we
pursue sustainability.
Attention. We will give sustainability the attention and resources needed
to meet our plans.
Conviction. We are confident that with passion and fervor we will attain
our vision, despite day-to-day realities and barriers that may exist.
Collaboration. We recognize sustainability as a highly complex goal that
requires a collaborative approach.
By adopting these four principles as policy, Brendle Group seeks to earn the trust
and respect of its clients by being accountable for the impacts of its own
| City of Fort Collins Sustainability Services Page 23
operations. Likewise, the firm will encourage its own suppliers to embrace
sustainability while they reward higher performers with their business.
To lead by example, exercise its commitment to sustainability, and showcase
what’s possible in a deep green renovation of an existing building in Fort Collins,
in 2010 Brendle Group designed and created its new home at 212 West Mulberry.
With a focus on energy performance, the LEED-Gold certified building supports
the vision and goals of FortZED and was awarded the 2011 Fort Collins Urban
Design Award. The project breathed new life and design innovations into the
building, incorporating renewable energy technologies, new lighting and energy
efficiency upgrades, improvements to the mechanical systems, and salvaged and
sustainable materials. The building, which was already significantly more energy
efficient than its peer buildings in Northern Colorado at the time of initial
construction, is now 80 percent more energy efficient than comparable office
buildings in the area today with an energy use intensity of less than 20 kbtu/sf.
Among its green features are the following:
Three different PV arrays integrated together with an innovative inverter
techology and remote monitoring capabilities
Ultra low-flow water fixtures
Extensive use of recycled and salvaged materials, including carpets,
doors, beetle kill pine, scrap 3 Form resin-based blocks, and 3 Form
countertops composed of 100 percent recycled material (recovered from
milk bottles)
Use of rapidly renewable cork and wheatboard in flooring and cabinetry
Use of wood salvaged from an onsite tree as well as scrap wood for the
building's main conference table, which was constructed by a local
woodworker
Use of highly efficient air-source heat pumps and destratifiction fans for
cooling and heating the building
Furniture made with recycled content that is 60 percent recyclable at the
end of its life
Native plants and stone salvaged from the foundation of the site's
deconstructed home in the site's landscaping
Extensive building educational signage to provide a Building that Teaches
for visitors
Deployment of remote energy demand response capabilities − a unique
aspect for a building of this size − as well as an in-lobby display that
monitors energy use on several load components in the building as well
as overall energy consumption, PV production, and associated
greenhouse gas emissions
| City of Fort Collins Sustainability Services Page 24
BBC Research and Consulting
BBC is committed to promoting sustainability in our consulting and our personal
business practices. Concern for our physical, social and economic environment is
essential to BBC's professional activities and the management of the firm. At
BBC, we adhere to and promote good sustainability practices, strive to reduce the
environmental footprint of our business activities and provide to our clients and
partners consulting rooted in sustainable principles. Our corporate sustainability
policy is based on the following principles:
To integrate sustainability considerations into all our internal business
decisions and external consulting recommendations;
To ensure that all staff are fully aware of our sustainability policy and are
committed to implementing and improving it;
To minimize the impact on the environment of all office related
purchases and transportation activities;
To make clients and colleagues aware of our sustainability policy, and
encourage them to adopt sustainable management practices; and
To regularly review and continually improve our sustainability policy
performance.
BBC is engaged in the following practical activities to put our sustainability policy
into action:
Travel, Meetings and Commuting
Avoid physically travelling to meetings where alternatives are available
and practical, such as using teleconferencing, video conferencing or web
cams, and efficient timing of meetings to avoid multiple trips.
Reduce the need for our staff to travel by supporting alternative working
arrangements, including home telecommuting, and promoting the use of
public transportation by locating our office in an accessible location.
Encourage staff to use public transit by purchasing public transit passes.
Provide bicycle purchase assistance to employees who pledge to commute
by bicycle.
Resource Consumption and Equipment Purchases
Minimize our use of paper and other office consumables, for example by
double-siding all paper used, and identifying opportunities to reduce
paper waste.
Maximize the use of email and electronic means for internal and external
communication.
| City of Fort Collins Sustainability Services Page 25
Purchase recycled paper products for use in firm printing.
Require reuse or recycling of office waste, including paper, toner,
electronics and other equipment.
Reduce the energy consumption of office equipment by purchasing
energy efficient equipment and good housekeeping.
BBC is currently located in a LEED Silver office building that provides
single-stream recycling services.
Working Practices
Regularly participate in community events and environmental
organizations that promote sustainability principles, such as the Alliance
for Sustainable Colorado, Denver Transit Alliance, DRCOG Bike-to-
Work Day and the National Bike Challenge.
Provide our employees access to convenient exercise facilities and work
from home options.
Perform regular employee training sessions to ensure sustainability issues
are represented in our external client work.
ICMA
ICMA’s headquarters was built with sustainability and TOD principles in mind,
long before there were LEED standards in place. Built on a brownfield site in a
neighborhood looking to revitalize, ICMA’s headquarters is located less than a
half block walk from Union Station, the district of Columbia’s central hub for
regional train, metro, and bus service which provides commuter reach deep into
Maryland, Virginia, West Virginia and other states up the east Coast. The facility
includes advanced energy star rated mechanical equipment, a green roof, and
other sustainability elements as part of the building envelope. ICMA allows for
highly flexible work schedules to ensure that work-life balance is accommodated
for all staff regardless of position or tenure. Further, ICMA’s commitment to the
community in which we work is demonstrated by our support of local charities
that serve the citizens of our neighborhood and city.
For more than 30 years, ICMA’s Center for Sustainable Communities (known as
ICMA R&D until 2009) has provided numerous resources on creating more
sustainable and livable cities, counties, towns and villages, both in the United
States and internationally. Since the early 2000s, both our annual conference and
the National Brownfields Conference, ICMA led events attended by several
thousand registrants have created “conference greening” programs to reduce
printed materials, offset attendees GHG emissions (travel) by purchasing carbon
credits, through attendee volunteer opportunities, and by recycling of the
conference generated waste commodities.
| City of Fort Collins Sustainability Services Page 26
As a membership organization, ICMA has long advocated for excellence in
creating more sustainable communities through our statements and principles,
including the ICMA Code of Ethics. The Greeks gave us another code, the
Athenian Code, which prompts us to leave our communities in better shape than
we found them. That requires us to think beyond tomorrow and not to worry
about who gets the credit. The core tasks of a City or County manager are to help
create more livable and sustainable communities for the people that live there and
the generations that will follow. Since 1914, ICMA has been proud to support
that mission.
| City of Fort Collins Sustainability Services Page 27
2. SCOPE OF WORK DELIVERABLES
During the course of the project, the consultant will produce the following
deliverables, unless this list is varied during the finalization of the project scope of
work prior to Task 1.
Task 1: Social Sustainability Gap Analysis
Data collection - baseline conditions
Assessment Metrics
Goals, Objectives and Outcomes
Preliminary and final Gap Analysis Report
Task 2: Social Sustainability Strategic Plan
Preliminary and final Strategic Plan
Task 3: Climate Action Plan Update
Plan Evaluation Tool documenting climate action related policies, plans,
programs from efforts existing or underway in the community
A Climate Action Planning Tool (CAPT) that integrates forecasting,
strategy selection and cost-benefit analysis, and scenario evaluation.
Cooperatively developed list of strategies to be analyzed in the cost-
benefit analysis with input from the City, Board of Advisors, and
consultant team.
A completed Triple Bottom Line Decision Support Tool for the selected
CAP scenario
A graphic-rich, text-light, and easily accessible Preliminary and final CAP
document or light-weight, CMS-based website
Task 4: Sustainable Community Plan
Baseline Assessment
Draft Goals and Objectives
Action Plan
Preliminary and final Sustainable Community Plan
Task 5: Triple Bottom Line Decision Support Tool
Revised TBL tool with updated graphic interface
| City of Fort Collins Sustainability Services Page 28
Implementation
Guidebook
3. QUALIFICATIONS AND EXPERIENCE
Clarion Associates
Clarion is a national leader on sustainable community
planning. As more communities seek to address
sustainability issues through the built environment,
Clarion has developed a range of strategies, including
community plans, land use regulations, and development
standards to address a range of sustainable development
challenges. Sustainability is not just about building green
– it involves community engagement, development
patterns, mobility, energy conservation, environmental
quality, natural resource conservation, economic
prosperity, and community health. Additionally,
sustainable community development practices lead to
municipal and taxpayer cost savings in energy usage,
infrastructure capital and maintenance costs, and
savings in health and social welfare costs.
We have worked with communities to integrate
sustainable provisions into their comprehensive plans
including Fort Collins, Wheat Ridge, and Commerce
City, Colorado; Boise,
Idaho; Omaha, Nebraska;
Cheyenne, Wyoming;
Tucson, Arizona;
Miami/Dade County,
Florida; and Salt Lake City,
Utah. Clarion principals
served on the American
Planning Association’s National Sustaining Places Task Force and on the faculty
of APA’s Planners Training Workshops on Sustainable Community Plans and
Sustainable Zoning that are conducted across the country.
Lastly, we are skilled at implementing sustainability plans and goals by auditing
existing and drafting new sustainable development codes. Much of our
sustainable development code work involves researching regulations and best
practice models from other communities, to incorporate a broad range of
sustainability goals including compact development patterns, transit-oriented
development, re-tooling auto-oriented corridors into walkable places, energy
Clarion is at the cutting
edge of integrating
sustainability into
community plans. We
work with small and
large communities as
well as regions. Recent
community projects
include Plan Fort
Collins (Fort Collins,
CO); Blueprint Boise
(Boise, ID); Cary, NC;
and Ketchum, ID.
Regional initiatives
include Thrive 2055
(Chattanooga, TN 16-
county region); and
Creating Sustainable
Places (Kansas City
Regional MPO).
| City of Fort Collins Sustainability Services Page 29
efficiency and conservation, alternative energy options, water conservation and
quality, food security, and housing affordability and diversity.
The following is a representative listing of our relevant project experience.
Relevant Experience
Plan Fort Collins: City Plan and Transportation Master Plan Update
Clarion Associates led
the 2010 Plan Fort
Collins effort, a
community-wide
effort to update City
Plan (the
comprehensive plan)
and Transportation
Master Plan. Key
themes of the project included innovation, sustainability, and connections. The
project blended what has worked well for the City in the past with leading ideas
and best practices from other communities, so that Fort Colilns will remain a
vibrant and attractive place to live, work, and visit in 20 to 25 years and beyond.
The City’s commitment to sustainability guided the effort, as the City aims to
align and balance the community’s built environment and socio-economic
activities with the natural systems that support life. Sustainability is a vital
component of the City’s vision and will lead to the exploration of new and
emerging planning topics such as energy production and conservation, fiscal
sustainability, and health and wellness. Lastly, the planning process was
community-driven. Through an approach called City PlaNETWORKS, three
equally important elements of participation were woven together to ensure
unparalleled and transparent access to the planning process. These elements
included an internet-based e-Network supporting a website and social media; a
Community Network supporting organized City Boards and Commissions as well
as private and non-profit groups; and an Event Network that supports meetings
and other face-to-face events. Plan Fort Collins kicked off in January 2010, and
more than 600 people participated in the first Event Network activity that
occurred in March. Other events and activities such as topic-specific focus
groups and Facebook dialogues have engaged a record number of participants for
a citywide planning process. The effort was adopted in April 2011.
Long-Term View
The project stretches
beyond a typical 20 or
25 year planning
horizon, and explores
what trends will shape
the community and
region over the next 50
years and beyond.
Contact Information:
Joe Frank, Advance Planning Director (former), City of Fort Collins
281 North College Avenue, Fort Collins, CO 80522-0580
970.221.6758 jfrank@fcgov.com
Project Link:
http://www.fcgov.com/planfortcollins/
| City of Fort Collins Sustainability Services Page 30
Blueprint Boise | Boise, Idaho
The City of Boise retained Clarion
Associates to prepare a new
comprehensive plan that establishes a
broad vision for the community and is
strongly rooted in sustainable
community planning. The Blueprint
Boise process included a complete
overhaul of the City’s 1997
Comprehensive Plan with an
emphasis on issues such as infill
development, annexation, mixed-use
development, and neighborhood
compatibility. The comprehensive
plan, adopted in 2012, was guided by
a “Committee of Champions” and a
Neighborhood Coalition comprised of
representatives from the City’s many
neighborhood associations. Clarion also worked with the City to reorganize and
consolidate its development codes in anticipation of the need for updates to
implement the new comprehensive plan. One of the key priority actions for
implementation of the plan’s detailed policy framework is to remove barriers to
sustainability in the City’s development code and to develop new tools to
implement high quality development.
Planning for a
Sustainable
Community
Boise’s new
community plan
establishes a broad
vision for the
community that is
strongly rooted in
sustainability.
One of the key priority
actions for
implementation of the
plan’s detailed policy
framework is to remove
barriers to
sustainability in the
City’s development
code. This phase of
work is now underway.
Contact Information:
Patricia A. Nilsson, Former Director ,Boise Comprehensive Planning
pnilsson@canyonco.org
Project Link:
http://pds.cityofboise.org/planning/comp/blueprint-boise/
| City of Fort Collins Sustainability Services Page 31
Community Sustainability Workshops | Nationwide
For the past several years (2010-2012),
Clarion Associates has worked with the
United States Environmental Protection
Agency Office of Sustainable
Communities to provide technical
support to communities on Smart
Growth and sustainability. Clarion
initially worked with EPA to develop
several technical reports to help guide
them in making changes to plans and
codes to achieve smart growth and
sustainability goals. These reports
include a set of best practices for a wide
range of topics. Clarion provides assistance in three key areas; small towns and
rural communities; suburban and urban communities; and integrating land use
and water quality. Clarion works with EPA staff to present technical assistance
workshops for communities across the country, helping them to integrate smart
growth and sustainability “fixes” into their plans and codes.
Contact Information:
Kevin Nelson, United States Environmental Protection Agency Office of Sustainable
Communities
1200 Pennsylvania Avenue NW, Washington, DC 20460
(202) 566-2835 nelson.kevin@epamail.epa.gov
Project Link:
http://www.epa.gov/smartgrowth/sgia_communities.htm
Educational
Resources on
Sustainability
Clarion has assisted
EPA with the
preparation of several
reports that are used to
assist communities
with achieving their
sustainability and
smart growth goals.
| City of Fort Collins Sustainability Services Page 32
Brendle Group
Brendle Group is a national leader in sustainability
for local governments and communities, the ski and
tourism industries, schools, and leading-edge
companies. A sustainability consulting firm located in
Fort Collins and Denver, Colorado, Brendle Group
has completed over 200 sustainability projects across
19 states, but with a focus on the Intermountain
West. Brendle Group offers its customers a broad
understanding of environmental, economic, and
social sustainability concepts and over 16 years of
experience in strategic sustainability management
plans and strategies; energy and water conservation;
greenhouse gas inventories and climate action plans;
green building; and sustainable economic
development.
Brendle Group not only prepares sustainability plans, it also focuses on taking
sustainability efforts to the next level, helping clients convert their plans to
implementation with a framework for ongoing improvement, outcome-based
management systems, a reporting and performance measurement and
monitoring infrastructure, and dashboards to help communicate and drive
collaborative change. Using a facilitated and inclusive process, Brendle Group’s
senior staff of 15 engineers, planners, and management consultants helps clients
strategically plan and evaluate sustainability programs and initiatives, focusing on
challenging strategies with positive economic outcomes. The firm also
incorporates adaptation strategies that enable clients to look positively into the
future with practical approaches for managing change.
As just one of many examples of sustainability planning, Brendle Group prepared
the state and nation’s first Sustainability Management Plan for the Poudre School
District. For over 12 years, Brendle Group has also been a close partner with the
City of Fort Collins, helping them to develop their award-winning Climate Wise
program, their Climate Action Plan, an Action Plan for Sustainability, and the
sustainability components of “City Plan,” the City’s comprehensive plan. The
firm is also known as a local and national leader in the development of voluntary
community sustainability programs for businesses. Brendle Group has, for
example, provided program development and technical support Fort Collins
Utilities’ energy efficiency and conservation programs, identifying through 2011
2.9 gigawatt hours (GWh) of electricity savings and a cost savings of nearly
$500,000 for over 150 businesses across the City.
| City of Fort Collins Sustainability Services Page 33
Brendle Group is a federal and State of Colorado-certified woman-owned small
business.
Relevant Experience
GHG Inventory & Sustainability Plan | Salt Lake City
Using federal EECBG funds, Brendle Group
developed a community-wide GHG inventory and
comprehensive Energy and Sustainability Plan, the
first of its kind for Salt Lake City. Carbon reduction
goals and options were developed with
comparisons to other relevant local, regional, and
national goals. Existing City sustainability efforts were reviewed and strategies
developed, including estimation of implementation cost, cost savings, and GHG
reductions achieved. The final Energy and Sustainability Plan included a baseline
of community energy, climate, and sustainability activities; a process for selecting
new and enhanced strategies; a description and evaluation of strategies; and
implementation pathways and relationships to community goals around
sustainability. Brendle Group is continuing to work with Salt Lake City on
implementation of the Plan, including the design of an energy efficiency program
targeting “tune-ups” of small commercial buildings. The project started in 2009
and is ongoing.
Sustainability and Climate Action Plan | Cleveland, Ohio
Brendle Group is part of a team that is
supporting the City of Cleveland’s Office of
Sustainability in developing a municipal
Sustainability Plan and a community Climate
Action Plan. This planning process started in
2012 and includes two distinct phases: (1) a Sustainability Action Plan for the
City’s internal operations and (2) a community-wide Climate Action Plan for
Cleveland City proper. The Sustainable Cleveland Municipal Operations Plan lays
out the pathway toward significant reductions in energy consumption and
greenhouse gas emissions caused by municipal operations, as well as progress in a
number of other sustainability topic areas, from purchasing to staff engagement
in sustainability. Efforts for both plans include developing a greenhouse gas
Contact Information:
Renee Zollinger, Environmental Program Manager,
Salt Lake City Corporation, 801-535-7215, renee.zollinger@slcgov.com
Project Link:
http://www.slcdocs.com/slcgreen/ETSP_Full_Plan_11_1_11_draft.pdf
“It's not often that
you hire a company
for a project and you
end up feeling like
you got more than
you paid for...from
the first day when
they outlined the
plan of attack and
detailed the timeline
and the milestones to
developing a clear
and concise one-page
summary of our
results, Brendle
Group made us feel
like we were their
only client. In my
twenty-something
years of hiring
consulting
| City of Fort Collins Sustainability Services Page 34
inventory to determine a baseline condition as well as carbon reduction goals and
actions to help meet the identified goals, including estimating implementation
costs, cost savings, and greenhouse gas reductions achieved for each action. The
project also includes guidance on implementation, monitoring progress, and
communicating the plan to stakeholders.
GHG Inventory & Sustainability Action Plan | Greensboro, NC
Working with City staff and a Community Sustainability Council, Brendle Group
facilitated the development of a comprehensive Sustainability Action Plan in 2010
to provide polices for transportation and land use, green jobs and buildings,
waste reduction and recycling, nature in the city, education and outreach, and
climate adaptation- while also quantifying reductions in GHG emissions. Brendle
Group worked with City staff and the Community Sustainability Council to
develop and evaluate energy efficiency and conservation strategies for City
operations and the community including building energy retrofits, micro-hydro
applications at the City’s water treatment facility, and the potential for solar PV
applications. The firm also reviewed the City’s GHG inventories for City
operations and for the community to identify gaps and data needs. In
collaboration with members of Orion Planning Group, Brendle Group also
conducted an assessment of Greensboro’s existing codes, plans and policies for
options to integrate sustainability across them as well as in an upcoming update
of the City’s Comprehensive Plan. The project included evaluation of over 25
codes, plans, and policies to identify gaps and opportunities to incorporate
sustainability as well as to align all codes and plans using the lens of sustainability
so they work in tandem toward community outcomes for sustainability. Over 35
City staff members were also interviewed as part of the project to collect their
input on how codes, plans, policies and implementation practices could be
aligned to promote community sustainability, save taxpayer money, and
streamline City staff processes. Final recommendations included broad
suggestions for linking and aligning plans, as well as specific recommendations
for topics such as energy efficiency, water resources, land use, transportation, and
economic development.
Contact Information:
Matt Gray, Director of the Office of Sustainability
City of Cleveland, 216.664.2246, mgray@city.cleveland.oh.us
Project Link:
http://sustainablecleveland.org/
“Most communities
are struggling with
resources so
spending the money
on consulting work is
a well-reviewed
decision. In our
experience, using our
funds to hire Brendle
Group has not just
been about getting
some projects
completed, it has
been an investment.”
SUE SCHWARTZ
DIRECTOR, HOUSING
AND COMMUNITY
DEVELOPMENT
CITY OF
GREENSBORO, NC
Contact Information:
Sue Schwartz, Housing and Community Development
(336) 373-2149, sue.schwartz@greensboro-nc.gov
| City of Fort Collins Sustainability Services Page 35
Capital Region Sustainability Plan | Albany, NY
In 2012-2013, Brendle Group
helped to develop a
sustainability plan for the 8-
county Capital District Region
of New York State. Funded
with a grant from the New
York State Energy Research
and Development Agency (NYSERDA), the plan addressed a wide range of topics
across the region, from transportation and land use to economic development,
energy, water, waste and climate adaptation. Brendle Group led development of
sustainability indicators for the Plan, working with a series of technical
committees and the Executive Committee to review, synthesize, and prioritize
indicators. Brendle Group also led up the evaluation of governance issues for the
Plan, including identifying responsible parties and implementation steps for each
of the Plan's 29 specific initiatives as well as conducting a cross-initiative analysis
to identify synergies and potential conflicts among initiatives.
Select Colorado Sustainability Plans: Brendle Group
Swisslog Healthcare Solutions Sustainability Plan, Denver, Colorado.
2011
Centerra Sustainable Development Implementation Plan. McWhinney
Real Estate Services, Loveland, Colorado. 2007-2008
Colorado College Environmental Inventory and Sustainability
Management Plan. Colorado Springs, Colorado. 2007-2008
Boulder Valley School District Sustainability Management System,
Boulder County, Colorado. 2009-2010
Academy District 20 Sustainability Management Plan, Colorado Springs,
Colorado. 2009-2010
Thompson Valley School District Sustainability Management Plan,
Loveland, Colorado. 2011-2012
New Belgium Brewing Sustainability Management System, Fort Collins,
Colorado. 2007
Contact Information:
Doug Melnick, Director, Office of Energy & Sustainability
(518) 434-2532 x35, melnickd@ci.albany.ny.us
Project Link:
http://sustainablecapitalregion.org/full-report
Brendle Group is
currently engaged in
working with the
Toledo-Lucas County,
Ohio Sustainability
Commission to
prepare the region’s
first sustainability
Plan. The region is
facing many
challenges – from a
high unemployment
rate to literacy and
obesity issues – but
also has many
significant assets,
including a clean
energy
manufacturing
industry and active
network of
organizations
| City of Fort Collins Sustainability Services Page 36
Sustainability Action Plan and City Plan Sustainability Project, Fort
Collins, Colorado. 2004; 2010
Sustainability Management Plan, City of Steamboat Springs, Colorado.
2007
Poudre School District Sustainability Management System and Annual
Report, Fort Collins, Colorado. 2007-2011
Other Select Sustainability Plans Nationwide
Toledo-Lucas County, Ohio Regional Sustainability Plan
Snowsports Industries America Sustainability Charter
City of Takoma Park, Maryland Environmental Sustainability Action
Plan
City of Cleveland, Ohio Sustainability and Climate Action Plan
Berea College, Kentucky Sustainability Management Plan
Albany, New York Capital Region Sustainability Plan
Spanish Fork City, Utah Sustainability Management Plan
City of Greensboro, North Carolina Sustainability Action Plan
Dona Ana County, New Mexico Comprehensive Plan Sustainability
Components
City of Rio Rancho, New Mexico Sustainability Plan
Salt Lake City, Utah Energy and Transportation Sustainability Plan
City of Omaha, Nebraska Sustainability Framework and Comprehensive
Energy Management Plan
Park City, Utah Save Our Snow Action Plan www.parkcitygreen.org
Community Engagement Tool
Mount Abram Sustainability Assessment and Sustainability Evaluation
Tool, Maine
| City of Fort Collins Sustainability Services Page 37
BBC Research and Consulting
BBC is one of the oldest and largest privately-held economic consulting firms in
the Rocky Mountain region. BBC currently employs 17 individuals; six work in
the housing and human services practice area. The firm’s offices are located in
downtown Denver.
BBC has a wealth of experience with all aspects of housing and human services
needs assessments, from conducting supportive services gaps analyses of special
needs populations, to homeless surveys and counts, to affordable housing market
analyses.
BBC has completed dozens of studies that focus on the needs of targeted
population groups. These projects include:
Special needs populations’ needs assessments: State of Nevada, study of
the housing gaps for special needs populations; City of Albuquerque AI,
focus groups with four targeted groups vulnerable to housing
discrimination including Latinos, African Americans, Vietnamese
residents, and physically and mentally disabled residents; Traumatic
Brain Injury surveys of clients and families, Colorado Brain Injury Trust
Fund; Snohomish County, focus groups with refugees and single men
experiencing homelessness; and City of Boise AI, targeted surveys with
refugees.
Targeted-population transit studies: Latino traffic safety research,
Colorado Department of Transportation; Denver Regional Council of
Governments (DRCOG) transportation services for elderly and persons
with disabilities; Douglas County Transit Needs Study of the transit
needs of seniors, persons with disabilities, and low income residents;
Child care needs assessments for the State of Utah, the United States
Marine Corps and many mountain towns in Colorado.
Relevant Experience
Impediments to Fair Housing Choice | Fort Collins, CO
In 2012, BBC prepared an Analysis of Impediments to Fair Housing Choice (AI)
for the City of Fort Collins. The study examined how public and private practices
may create impediments to fair housing choice for members of protected classes
(e.g., people of color, persons with disabilities, families with children). The study
examined access to housing opportunities, concentrations of minority residents,
and mortgage lending data. Clarion reviewed the City’s zoning and land use
policies for potential public impediments to housing choice. Surveys and focus
groups with residents and stakeholders identified potential instances of housing
| City of Fort Collins Sustainability Services Page 38
discrimination and the challenges associated with finding affordable housing for
low income residents.
Needs Assessment of Out-of-School Time Programs | State of
Utah
In 2009, on behalf of the Utah Department of Workforce Services, Office of Child
Care, BBC conducted a statewide needs assessment to examine the supply and
demand of programs to serve youth when they are not in school. We conducted
two separate surveys, one of current and potential providers of afterschool
programs, and another of parents to understand their use and need for programs.
The study compared the demand for programs with the current supply in order
to pinpoint areas of need and included a recommend action plan for the state to
use in addressing the needs for out-of-school time care.
Childcare Needs Assessment and Facility Master Plan | US
Marine Corps
BBC conducted a service-wide child, youth, and teen program master plan for the
Marine Corps. The firm developed estimates of current and future demand for
child care services for various age groups and assessed the adequacy of Marine
Corps programmatic capacity and quality. The project team provided
recommendations to senior Marines leadership on how to prioritize future
program and facility investment based on the study results
Sustainable Plan Survey | East-West Gateway, St. Louis, MO
BBC conducted a telephone survey of St. Louis region residents, including
oversamples of low-income, minority and senior residents, to understand the
importance of various sustainability strategies associated with transportation,
housing, economic development, public services and the environment. The
research supported the COG’s implementation of a Regional Sustainable
Contact Information:
Heidi Phelps, City of Fort Collins
(970) 221-6757, hphelps@fcgov.com
Project Link:
http://www.fcgov.com/socialsustainability/pdf/fair-housing-choice-doc-final.pdf
Contact Information:
Colleen Fitzgerald, Office of Child Care
(801) 468-0049, cfitzgerald@utah.gov
Contact Information:
Russ Scholl, Marine Corps Community Services
(703) 784-3534, Russ.Scholl@usmc-mccs.org
| City of Fort Collins Sustainability Services Page 39
Communities Planning Grant awarded through the U.S. Department of Housing
and Urban Development, U.S. Department of Transportation, and U.S.
Environmental Protection Agency Partnership for Sustainable Communities.
Social Impacts of Fort Carson Growth | Pikes Peak Council of
Governments
BBC was hired by the Pikes Peak Area Council of Governments (PPACG) to
forecast the impacts of growth and deployment cycles of the Fort Carson Army
Post on the region. We projected demand for services ranging from behavioral
health care to food stamps to child care. The demand forecasts are being used to
PPACG to apply for grants to ensure that residents and the military community
are adequately served in the region.
Housing Needs Affordability Index | Fort Collins, CO
In 2005-2006, BBC researched the components that drive housing prices and
assessed the adequacy of the affordable housing stock for the City of Fort Collins,
Colorado. Created a model that compiled housing costs and isolated several
municipal factors that influence affordability. The model is used to set municipal
building and impact fees at appropriate levels as to mitigate adverse effects on
housing affordability.
Contact Information:
Jennifer Howland, East West Gateway COG
(618) 274-2750, jennifer.howland@ewgateway.org
Project Link:
http://www.ewgateway.org/HUDGrant/Resources/RPSDPhoneSurvey-123011.pdf
Contact Information:
Kate Hatten, Pikes Peak Area Council of Governments
719-471-7080 ext. 131, khatten@peakmilitarycarenet.org
Project Link:
http://ppacg.org/mip/fort-carson-regional-growth-plan
Contact Information:
Ken Waido, City of Fort Collins (retired)
(970) 221-6753, kwaido@fcgov.com
Project Linsk:
http://www.fcgov.com/socialsustainability/pdf/hai-multifamily-doc.pdf
http://www.fcgov.com/socialsustainability/pdf/hai-singlefamily-doc.pdf
| City of Fort Collins Sustainability Services Page 40
International City/County Management Association
(ICMA)
Founded in 1914, ICMA, the International City/County Management
Association, advances professional local government and fosters professional
management to build sustainable communities that improve people’s lives
worldwide. ICMA provides member support; publications; data and
information; peer and results-oriented assistance; and training and professional
development to nearly 9,000 City, Town, and County experts and other local
government stakeholders and practitioners throughout the world. Additionally,
over the last thirty years, ICMA has become a leading provider of technical
assistance on complex issues that affect effective local governance and
community sustainability. We have worked with federal agencies,
foundations, the private sector, and local government clients on projects and the
crossroads of creating more sustainable communities
For this project, ICMA will provide resources and tools that are not available to
most consulting firms, including:
Our extensive set of quantitative information on local government
sustainability policies and programs;
Our ability to connect Ft. Collins City staff with their peers in local
government that are able to provide peer to peer advice and feedback on
the City’s effort, including connectivity with ICMA’s Sustainable
Communities Advisory Committee; and
Our willingness to highlight Ft. Collin’s efforts through all available
ICMA communication and outreach channels as a showcase model for
other communities to emulate.
ICMA provides solutions-oriented technical assistance, professional
development, outreach, and informational services in partnership with federal
agencies, foundations, state and local governments, and community entities. Our
primary focus areas are: creating more sustainable communities; public safety,
emergency management and homeland security, performance measurement, and
organizational management and development.
When there is an issue at the intersection of local government management and
the creation of more sustainable communities, ICMA is perceived as a go-to
organization. For example:
The Robert Wood Johnson Foundation has committed millions in
funding to combat the nation’s obesity epidemic and selected ICMA to
run a multi-year effort entitled “Leadership for Healthy Communities,”
| City of Fort Collins Sustainability Services Page 41
which was focused on increasing active living policies and programs in
local governments.
The Bill and Melinda Gates Foundation worked with ICMA to fund a
$984,000 grant program focused on innovative approaches and ideas for
collaboration between libraries and local governments, focusing on new
approaches for service delivery and locally appropriate resolution of
critical issues such as sustainability, emergency management, and anti-
gang programming.
America’s aging population and the impacts that demographic change
will have on local government service delivery is the focus of two ongoing
ICMA endeavors. Working with the U.S. EPA, ICMA is helping to
deliver several local government training sessions on planning for an
aging population
ICMA’s Center for Performance Measurement (CPM) is dedicated to
helping local governments use performance information to better the
lives of the people they serve. CPM assists local governments as they
constantly seek to improve the quality, effectiveness, and efficiency of
public services through the collection, reporting, and analysis of
performance information. CPM has worked with several hundred
communities around the country and currently has in excess of 170
communities using its established services for continuous improvement
through performance measurement and management.
Relevant Experience
Sustainability Plan Feasibility Study| Charmeck Community
ICMA recently completed the feasibility study for a “community sustainability
plan” (CSP) for the City of Charlotte and Mecklenburg County, North Carolina.
The purpose of the study was too (1) asses the feasibility of a multi-jurisdictional
community sustainability plan and (2) to develop alternatives and approaches for
developing a strategy across multiple local governments and communities.
ICMA drafted the report and presented the findings before several City and
County Council subcommittees. Follow up recommendations for proceeding
based on the study have been confirmed by both the City and the County.
Contact Information:
Rob Phocas, City of Charlotte,
704-336-7558, rphocas@ci.charlotte.nc.us
Heidi Pruess, Mecklenburg County
(704) 336-5597, Heidi.Pruess@mecklenburgcountync.gov
| City of Fort Collins Sustainability Services Page 42
Sustainability Plan | Napa, California
The City of Napa Sustainability Plan includes initiatives to reduce greenhouse gas
emissions and support the triple bottom line of both City government operations
and the community. The Plan was developed using a robust citizen-engagement
process that included 16 community meetings, interviews, and a bilingual online
survey. A corresponding community outreach campaign was executed to support
the citizen engagement process. The Plan was informed by greenhouse gas
emissions inventories, and built off existing plans, strategies, and policies. Each
initiative in the plan lists the responsible party, cost, potential financing
mechanisms, annual estimated CO2e savings, annual estimated cost savings, and
the payback period. ICMA staff member Andrea Fox led the development of the
City of Napa Sustainability Plan.
Advancing Social Equity In Sustainability Policies and Programs
ICMA is leading a national study of leading practice local governments that have
developed or are creating social sustainability policies, programs, partnerships
and performance measures. The study builds from ICMA’s 2010 survey on local
government sustainability policies and programs by focusing on more than 330
local governments. The project has been funded through a $284,000 contract
with the U.S. Department of Housing and Urban Development (HUD).
Breaking New Ground: Local Government Sustainability Policies
and Programs
ICMA has conducted research, analysis and technical assistance on local
sustainability policies and programs, providing benchmark data on what is
happening around the United States. This multi-phase program was launched in
2010 with a national survey that received responses from more than 2,500 local
governments. Subsequent analysis of the initial survey and the ensuing report
Breaking New Ground: Promoting Environmental and Energy Programs in
Local Government was funded through a $30,000 contract with the IBM Center
for the Business of Government.
Contact Information:
Nancy Weiss, City of Napa
707-257-9501, nweiss@cityofnapa.org
Contact Information:
Regina C. Gray, Ph.D., Office of Policy Development and Research,
U.S. Department of Housing and Urban Development
202-402-2876, regina.c.gray@hud.gov
Contact Information:
R Jonathan D. Bruel, Executive Director, IBM Center for the Business of Government,
202-551-9342, businessofgovernment@us.ibm.com
| City of Fort Collins Sustainability Services Page 43
Local Government Food Systems
In partnership with Michigan State University (MSU), ICMA conducted the first
national survey on local government food systems and security policies,
programs, plans, and partnerships. The survey was sent to the chief appointed or
elected official in all U.S. local governments with a population of more than
2,500 residents. The response rate was approximately 20% with nearly 2,000 local
governments returning the survey. The results from the survey are being used for
follow up work to identify which local governments are early adopters of
innovations in local food system activities.
Contact Information:
Laura Godderris, Michigan State University
laura@anr.msu.edu
| City of Fort Collins Sustainability Services Page 44
4. LIST OF PROJECT PERSONNEL
Resumes for the following personnel can be found in the
appendix. Note to team members: rfp requires that resumes
contain 3 references for each team member (project references)
Primary Contact
Benjamin A. Herman, FAICP, is a Director in Clarion’s Fort Collins office, and
leads the firm’s nationwide planning practice. He has been a partner of Clarion
Associates for 14 years and has more than 30 years of national and international
experience in all aspects of planning. He specializes in the management of
complex, multi-disciplinary planning studies, and has extensive experience in
community, regional, corridor, and downtown plans and regional growth
management strategies. Ben was the author of “Embracing Sustainability in
Comprehensive Plans,” Planning Magazine, April, 2010. He served as a member
and primary author of the American Planning Association Task Force that
prepared the Planning Advisory Service Report titled “Sustaining Places: The
Role of the Comprehensive Plan,” released in January, 2012. He also serves on the
faculty of APA’s Planners Training Workshop for Sustainable Community Plans.
He was recently appointed to APA's Task Force on Sustaining Places. He is
currently involved in major sustainable planning efforts for the Chattanooga, TN
region; for Las Cruces/Don Ana County, NM; and for Cary, NC. Ben will serve as
overall Director-in-Charge for the project team.
Key Personnel
Cameron Gloss, AICP, is a Senior Associate in the Fort Collins office of Clarion
Associates. Since entering the community planning field in 1984, his public and
private sector experience includes an array of work including comprehensive
planning, sustainability modeling, and the crafting of land use regulations and
guidelines.. His most recent work includes a new Comprehensive Plan for the
City of Ketchum, ID that is grounded in the principles of sustainability. Cameron
has provided community assistance to Rockport, TX as part of the EPA
Sustainable Communities initiative; Cameron spent over 20 years with municipal
planning agencies, most notably the Cities of Fort Collins and Boulder, Colorado,
where he worked in a number of public sector positions up through the Director
level. He has cultivated extensive relationships with local social service agencies
| City of Fort Collins Sustainability Services Page 45
that will be part of the social sustainability analysis. Cameron will coordinate
stakeholder outreach for the project team.
Shelby Sommer, AICP, LEED AP, is a planner with seven years of professional
experience in community and neighborhood level land use planning,
sustainability, GIS, and community development. She has been involved with a
wide range of planning projects, from strategic housing plans to regional
comprehensive plans, for a variety of cities and counties throughout the nation
including Colorado, California, Wyoming, and North Carolina. She brings
experience in facilitation, public engagement techniques, data collection and
analysis, and the creation of illustrations, maps, and other visual support. Shelby
enjoys volunteering on the Fort Collins Art in Public Places Board, and
participates in the Built Environment Work Group hosted by CanDo and the City
of Fort Collins.
Judy Dorsey, PE, LEED-AP, CEM is a valued collaborator offering 21 years of
executive leadership in sustainability, innovation and entrepreneurship. Her
specialties include district-scale and community-scale planning in climate and
energy, clean energy, sustainable economic development, organizational
development, and net zero energy and water initiatives. She has led the
completion of 200+ sustainability projects for over 100 clients across 19 states
including over a dozen energy plans for some of the nation’s most progressive
communities and major cities. Over the past 16 years, Judy grew Brendle Group’s
five practice areas and four sectors into an award-winning consulting group. She
co-founded the Colorado Clean Energy Cluster and helped spearhead two of its
primary initiatives- the International Cleantech Network, a global network
connecting the world’s leading cleantech clusters; and FortZED, an initiative to
create one of the world’s largest active net zero energy districts.
Julie Sieving, PE, LEED-AP, is a Senior Engineer with Brendle Group. Julie puts
her 17 years of engineering experience to work for clients ranging from local
governments and utilities to schools, ski areas, and leading edge companies. Julie
has led numerous energy and water efficiency projects and is known for her
direct community involvement and facilitation experience, helping clients
navigate complex issues while focusing on project implementation and
performance monitoring. Along with conducting over 100 on-site facility
assessments and building commissioning projects, Julie has demonstrated success
through her leadership in developing demand side management (DSM) programs
targeting the small commercial sector.
Seth Jansen, EIT has been an engineer with Brendle Group for 7 years. He
contributes invaluably to a variety of projects in a range of roles, leading up many
of Brendle Group's climate projects, including greenhouse gas inventories and
| City of Fort Collins Sustainability Services Page 46
climate action plans for businesses, school districts, universities, and
communities. He leverages experience with a wide range of sustainability options
to advise on and analyze opportunities for improved performance. Seth is able to
compile data on energy, water, solid waste, and transportation activities, and
transform that data into information that can be used to measure and advance an
organization’s sustainability progress, including inventories, forecasting, and
benchmarking. His experience includes carbon inventory and reduction project
accounting, building energy and water efficiency opportunities, building energy
modeling, community and organizational scale planning for energy and
sustainability, and supporting sustainability through information technology,
including building control systems, sustainability dashboards, and web-based
portals
Dave Wortman, LEED-AP BD+C offers over 20 years of experience as an
accomplished sustainability planner, project manager, facilitator, educator, and
communicator for U.S. and international communities, companies, and
organizations. He offers clients a diverse background in the fields of sustainability
management, urban and environmental planning, education for sustainability,
and communications. He has collaborated on sustainability strategy, planning,
and education projects with a diverse set of organizations including the Earth
Charter Institute, International Union for Conservation of Nature, Australian
Research Institute on Education for Sustainability, and ICLEI-U.S. Local
Governments for Sustainability. Dave has led and supported a variety of complex
projects including sustainability management plans and systems for
communities, colleges and universities, and K-12 school districts; corporate and
institution sustainability reports; sustainability indicators; higher education
sustainability curriculum; and industry-level sustainability strategies.
Becky Fedak, PE, supports a wide range of projects at Brendle Group, including
greenhouse gas inventories; energy profiles; climate and sustainability planning;
water footprinting; and on-site energy, water, and waste assessments. She also has
extensive experience as a water resources engineer and is well versed in water
operations modeling and large scale water resources planning and design.
Additionally, Becky has a comprehensive set of business skills, including project
management, triple bottom line analysis, and business plan development. With
an undergraduate degree in civil and environmental engineering, Becky
continued her education with a Master of Science degree in Business
Administration focusing on global, social, and sustainable enterprise
| City of Fort Collins Sustainability Services Page 47
Heidi Aggeler is a Managing Director with BBC Research & Consulting (BBC)
and leads the firm’s housing and human services practice area. She specializes in
needs assessments, market and financial feasibility analyses, and fair housing
studies. Prior to joining BBC, Ms. Aggeler worked for the Federal Reserve Bank of
Minneapolis where she researched economic conditions for the Ninth District of
the Federal Reserve System. Before joining the Fed, Ms. Aggeler conducted fair
lending and financial audits of financial institutions for the Federal Deposit
Insurance Corporation (FDIC).
Ms. Aggeler has been invited to speak about her work at conferences held by
HUD, Housing Colorado!, the Council of State Community Development
Agencies (COSCDA), the National Council of State Housing Agencies (NCSHA),
and the Colorado Civil Rights Division. Ms. Aggeler is an active volunteer in the
affordable housing community and has completed pro bono work for several
affordable housing advocacy groups in Denver. Ms. Aggeler is a former Board
Member and Treasurer of the Denver-based Mile High Community Loan Fund, a
community development financial institution.
Adam Orens joined BBC as a Research Associate in 2005 and became a firm
Director in 2010. Mr. Orens has completed numerous fiscal impact, public
infrastructure funding, and public program evaluation studies that analyze the
relationships between population growth, urbanization, and government service
provision. His areas of expertise include public finance, project feasibility analysis
and regional economic analysis. He also has experience in organizational analysis
and market research. Mr. Orens frequently studies public services delivery for
local, state and federal governments that wish to understand how population
growth and demographic change affect their programs and services.
Jen Garner is a Senior Consultant with BBC and supports the firm’s housing and
human services practice. She is a skilled market and policy researcher with a
proven track record for lending innovation and insight to a wide ranging
portfolio of projects. Areas of expertise include housing, transportation,
economic development, child care, human services, and the analysis of
impediments to fair housing choice (AI). Jen is a Past President of the Colorado
American Marketing Association.
Since 1998, Ms. Garner has conducted hundreds of interviews, focus groups and
surveys across the country with diverse populations on a wide variety of topics.
Ms. Garner has specific experience in the design and conduct of research with
diverse populations across the West. Examples include persons with physical
disabilities, low-income adults, persons experiencing homelessness, Native
Americans, African Americans, Asian Americans, Hispanics, seniors and teens
and refugees. Ms. Garner’s strength as a moderator is her ability to create an
| City of Fort Collins Sustainability Services Page 48
environment where individuals from all walks of life are comfortable expressing
their opinion even on sensitive matters.
Tad McGalliard leads ICMA’s research, outreach, member engagement, and
technical assistance efforts focused on sustainability. Tad oversees ICMA’s
portfolio of sustainability activities, including sponsored projects from numerous
funders, including current projects focused on social equity and sustainability,
rural issues and small towns, renewable energy, brownfields cleanup, smart
growth, economic resiliency and more. During his ten years with ICMA he has
secured and led more than $12-million in projects funded by federal agencies,
foundations, the private sector and local governments including the recently
concluded CharMeck Community Sustainability Plan Feasibility Study.
Prior to joining ICMA, Tad worked in research and development and extension
services at Cornell University where he led community sustainability studies in
Baltimore, MD; Chattanooga, TN; Minneapolis, MN; Cape Charles, VA;
Trenton, NJ and Plattsburgh, NY. Tad was previously employed by the University
of Tennessee’s Energy, Environment and Resources Center (EERC), where he
worked on projects focused on the beneficial reuse of contaminated materials and
the reindustrialization of Oak Ridge facilities.
Andrea Fox is the Deputy Director of ICMA’s Center for Sustainable
Communities where she oversees projects that provide best practices and
resources to local governments on issues like sustainability planning, social
equity, aging in America, solar energy, brownfields redevelopment, and healthy
communities. Andrea served as the project manager for ICMA’s technical
assistance for the CharMeck Community Sustainability Plan Feasibility Study,
funded ($50,000) by the City of Charlotte and Mecklenburg County, North
Carolina. Most recently she has been working on healthy community indexes,
strategies for small towns and rural communities, local food systems and security,
aging populations, and community redevelopment.
Andrea has worked in and with local and state governments on sustainability
issues since 2005, most recently as the City of Napa, California’s Sustainability
Coordinator, where she led the development of the City’s first Sustainability Plan.
The plan includes numerous greenhouse gas reduction strategies, and was
developed using a robust citizen-engagement process and community outreach
campaign. As local government staff, Andrea has implemented strategies like
vehicle anti-idling policies, CFL recycling programs, building and streetlight
retrofits, and the lowering of solar permit fees. Prior to her tenure in California,
Andrea was a legislative aide in the Nebraska state legislature and worked for four
years as the special assistant to the Mayor of Omaha. Andrea has her Master of
Public Policy (MPP) from the University of Denver.
| City of Fort Collins Sustainability Services Page 49
Anne Mette von Benzon,Technical Director, COWI, has more than 20 years of
experience as a project manager responsible for a long list of multidisciplinary
climate projects in Denmark and abroad. She is particularly experienced in
providing consulting advice for sustainable development, climate change
mitigation and adaptation, sustainable urban planning, Cradle to Cradle, Green
business modules, and environmental management. Mrs. von Benzon has been
responsible for developing the Danish nationally recognized methodology and IT
tool for making GHG inventories for municipalities based on the Kyoto reporting
requirements. She has assisted several Danish municipalities in developing
climate change strategies and action plans. These include, among others, the three
largest cities (Copenhagen, Aarhus, and Odense) and the Capital Region in
Denmark. This work has included carbon inventories for the municipalities,
baseline and other GHG mitigations scenarios, carbon neutral city planning, the
Triple Helix (public/private/university) approach to partnerships planning, and
implementation support. Her international experience covers the U.S., England,
Germany, Sweden, France, Belgium, Estonia, Latvia, Lithuania, Poland, the Czech
Republic, Slovakia, and Greenland as well as Nepal, Vietnam, Zimbabwe, Zambia,
China, El Salvador, Brazil, and Singapore.
| City of Fort Collins Sustainability Services Page 50
5. ORGANIZATION CHART FOR
PROJECT TEAM
The following is the proposed team structure and roles for each participating
team member firm.
CLARION ASSOCIATES
Benjamin A Herman, Projedt Director
Cameron Gloss, AICP
Shelby Sommer, AICP, LEED-AP
Team Role: overall project coordination, social
sustainability planning
BRENDLE GROUP
Judy Dorsey, CAP Lead
Julie Seiving, PE, LEED-
AP
Dave Wortman, TBL Tool
Lead
Seth Jansen, EIT
Becky Fedak, PE
Team Role: CAP update,
TBL tool update,
sustainablity plan
support
BBC RESEARCH
Heidi Aggeler
Adam Orens
Jen Gardner
Team Role: social
sustainability,
gap analysis
ICMA
Tad McGalliard
Andrea Fox
Team Role: national best
practices, social
sustainability support
COWI
Anne Mette von Benzon
Team Role: CAP support
| City of Fort Collins Sustainability Services Page 51
6. AVAILABILITY
The following is an estimate of availability for each project team member, based
on current workload. As there are multiple tasks throughout the duration of the
project that require participation by different team members, we are confident
that all team members will be able to meet the requirements of this project at the
appropriate point in the process.
Clarion Associates
Ben Herman 20%
Cameron Gloss 25%
Shelby Sommer 28%
Brendle Group
Judy Dorsey 15%
Julie Sieving 10%
Dave Wortman 25%
Becky Fedak 20%
Seth Jansen 26%
BBC Research
Heidi Aggeler 20%
Adam Orens 25%
Jen Gardner 30%
ICMA
Tad McGalliard 10%
Andrea Fox 20%
| City of Fort Collins Sustainability Services Page 52
7. ESTIMATED HOURS BY TASK
The spreadsheet that follows includes a preliminary estimate of hours by task.
Task Total
Herman Gloss Sommer Aggeler Orens Support Garner Dorsey Jansen Fedak Seiving Benzon Support Wortman McGalliard Analyst Fox
1.1 Project Initiation 4 4 0 12 12 4 8 0 0 0 0 0 0 0 4 0 4 52
1.2 Social Services Community Snapshot 6 16 20 36 40 16 60 0 0 0 0 0 0 0 4 10 8 216
1.3 Goals, Objectives and Outcomes 2 12 4 24 30 16 40 0 0 0 0 0 0 0 0 0 0 128
1.4 Determining Gaps 2 10 12 12 40 12 20 0 0 0 0 0 0 0 0 0 0 108
Task Total Hours 14 42 36 84 122 48 128 0 0 0 0 0 0 0 8 10 12 504
2.1 Prepare Social Sustainability Strategic Plan 16 60 40 20 16 8 24 0 0 0 0 0 0 0 22 75 37 318
Task Total Hours 16 60 40 20 16 8 24 0 0 0 0 0 0 0 22 75 37 318
3.1 Prepare Draft Climate Action Plan 0 0 0 0 0 0 0 14 47 47 26 47 56 51 0 0 0 288
3.2 Prepare Final Climate Action Plan 0 0 0 0 0 0 0 13 53 53 8 10 69 46 0 0 0 252
Task Total Hours 0 0 0 0 0 0 0 27 100 100 34 57 125 97 0 0 0 540
4.1 Project Kickoff and Stakeholder Engagement 4 16 16 0 0 0 0 0 8 0 0 0 0 16 0 0 8 68
4.2Baseline Sustainability Assessment 4 30 40 0 0 0 0 6 10 0 0 0 0 48 0 20 60 218
4.3 Priority Goals and Objectives 8 40 6 0 0 0 0 12 48 0 0 0 0 8 0 0 10 132
4.4 Prepare Sustainability Community Plan 8 40 120 0 0 0 0 12 12 0 0 0 0 12 0 0 22 226
Task Total Hours 24 126 182 0 0 0 0 30 78 0 0 0 0 84 0 20 100 644
5.1 Test and Evaluate draft Decision Support Tool 2 2 0 0 0 0 0 12 48 0 0 0 0 48 8 24 24 168
5.2 Prepare and Final Testing of Decision Support Tool 2 0 0 0 0 0 0 6 8 0 0 0 0 24 0 0 8 48
Task Total Hours 4 2 0 0 0 0 0 18 56 0 0 0 0 72 8 24 32 216
Task 2: Preparation of a Social Sustainability Strategic Plan
BBC
Task 4: Preparation of a Sustainability Community Plan
Task 5: Complete and Test the Triple Bottom Line Decision Support Tool
Task 3: Update of the Climate Action Plan
ICMA
Estimated Hours by Task - Fort Collins Sustainability Services
Clarion Associates Brendle Group
Task 1: Preparation of Social Sustainability Gap Analysis Report
| City of Fort Collins Sustainability Services Page 54
8. SCHEDULE OF RATES AND
COST BY TASK
The following is a schedule of hourly rates for each team member. The
spreadsheet that follows includes an estimated cost for each task contained in the
Scope of Work.
Clarion Associates
Ben Herman $200
Cameron Gloss $125
Shelby Sommer $ 90
Support Staff $ 65
Brendle Group
Judy Dorsey $162
Julie Sieving $135
Dave Wortman $100
Becky Fedak $ 90
Seth Jansen $ 90
Support Staff $ 59
BBC Research
Heidi Aggeler $175
Adam Orens $165
Jen Gardner $150
Support Staff $ 65
ICMA
Tad McGalliard $152
Andrea Fox $117
Support Staff $ 67
Task Total
Herman Gloss Sommer Aggeler Orens Support Garner Dorsey Jansen Fedak Seiving Benzon Support Wortman McGalliard Analyst Fox
Billable Rate $/Hour $200 $125 $90 $175 $165 $65 $150 $162 $90 $90 $135 $175 $59 $100 $152 $60 $117
1.1 Project Initiation 4 4 0 12 12 4 8 0 0 0 0 0 0 0 4 0 4 52
1.2 Social Services Community Snapshot 6 16 20 36 40 16 60 0 0 0 0 0 0 0 4 10 8 216
1.3 Goals, Objectives and Outcomes 2 12 4 24 30 16 40 0 0 0 0 0 0 0 0 0 0 128
1.4 Determining Gaps 2 10 12 12 40 12 20 0 0 0 0 0 0 0 0 0 0 108
Task Total Hours 14 42 36 84 122 48 128 0 0 0 0 0 0 0 8 10 12 504
Task Total Fees $2,800 $5,250 $3,240 $14,700 $20,130 $3,120 $19,200 $0 $0 $0 $0 $0 $0 $0 $1,216 $600 $1,404 $ 71,660
Task Expenses $70 $131 $81 $368 $503 $78 $480 $0 $0 $0 $0 $0 $0 $0 $30 $15 $35 $ 1,792
Task Total $2,870 $5,381 $3,321 $15,068 $20,633 $3,198 $19,680 $0 $0 $0 $0 $0 $0 $0 $1,246 $900 $4,107 $ 76,404
2.1 Prepare Social Sustainability Strategic Plan 16 60 40 20 16 8 24 0 0 0 0 0 0 0 22 75 37 318
Task Total Hours 16 60 40 20 16 8 24 0 0 0 0 0 0 0 22 75 37 318
Task Total Fees $3,200 $7,500 $3,600 $3,500 $2,640 $520 $3,600 $0 $0 $0 $0 $0 $0 $0 $3,344 $4,500 $4,329 $ 36,733
Task Expenses $80 $188 $90 $88 $66 $13 $90 $0 $0 $0 $0 $0 $0 $0 $1,200 $113 $1,200 $ 3,127
Task Total $3,280 $7,688 $3,690 $3,588 $2,706 $533 $3,690 $0 $0 $0 $0 $0 $0 $0 $4,544 $4,613 $5,529 $ 39,860
3.1 Prepare Draft Climate Action Plan 0 0 0 0 0 0 0 14 47 47 26 47 56 51 0 0 0 288
3.2 Prepare Final Climate Action Plan 0 0 0 0 0 0 0 13 53 53 8 10 69 46 0 0 0 252
Task Total Hours 0 0 0 0 0 0 0 27 100 100 34 57 125 97 0 0 0 540
Task Total Fees $0 $0 $0 $0 $0 $0 $0 $4,374 $9,000 $9,000 $4,590 $9,975 $7,375 $9,700 $0 $0 $0 $ 54,014
Task Expenses $0 $0 $0 $0 $0 $0 $0 $109 $225 $225 $115 $249 $184 $243 $0 $0 $0 $ 1,350
Task Total $0 $0 $0 $0 $0 $0 $0 $4,483 $9,225 $9,225 $4,705 $10,224 $7,559 $9,943 $0 $0 $0 $ 55,364
4.1 Project Kickoff and Stakeholder Engagement 4 16 16 0 0 0 0 0 8 0 0 0 0 16 0 0 8 68
4.2Baseline Sustainability Assessment 4 30 40 0 0 0 0 6 10 0 0 0 0 48 0 20 60 218
4.3 Priority Goals and Objectives 8 40 6 0 0 0 0 12 48 0 0 0 0 8 0 0 10 132
4.4 Prepare Sustainability Community Plan 8 40 120 0 0 0 0 12 12 0 0 0 0 12 0 0 22 226
Task Total Hours 24 126 182 0 0 0 0 30 78 0 0 0 0 84 0 20 100 644
Task Total Fees $4,800 $15,750 $16,380 $0 $0 $0 $0 $4,860 $7,020 $0 $0 $0 $0 $8,400 $0 $1,200 $11,700 $ 70,110
Task Expenses $120 $394 $410 $0 $0 $0 $0 $122 $176 $0 $0 $0 $0 $210 $0 $30 $2,400 $ 3,860
Task Total $4,920 $16,144 $16,790 $0 $0 $0 $0 $4,982 $7,196 $0 $0 $0 $0 $8,610 $0 $1,230 $14,100 $ 73,970
5.1 Test and Evaluate draft Decision Support Tool 2 2 0 0 0 0 0 12 48 0 0 0 0 48 8 24 24 168
5.2 Prepare and Final Testing of Decision Support Tool 2 0 0 0 0 0 0 6 8 0 0 0 0 24 0 0 8 48
Task Total Hours 4 2 0 0 0 0 0 18 56 0 0 0 0 72 8 24 32 216
Task Total Fees $800 $250 $0 $0 $0 $0 $0 $2,916 $5,040 $0 $0 $0 $0 $7,200 $1,216 $1,440 $3,744 $ 22,606
Task Expenses $20 $6 $0 $0 $0 $0 $0 $73 $126 $0 $0 $0 $0 $180 $30 $36 $94 $ 565
Task Total $820 $256 $0 $0 $0 $0 $0 $2,989 $5,166 $0 $0 $0 $0 $7,380 $1,246 $1,476 $3,838 $ 23,171
Project Total Fees $11,600 $28,750 $23,220 $18,200 $22,770 $3,640 $22,800 $12,150 $21,060 $9,000 $4,590 $9,975 $7,375 $25,300 $5,776 $7,740 $21,177 $ 255,123
Project Total Expenses $290 $719 $581 $455 $569 $91 $570 $304 $527 $225 $115 $249 $184 $633 $1,261 $194 $3,729 $ 10,694
Total Project Budget $ 265,817
Task 2: Preparation of a Social Sustainability Strategic Plan
Task 4: Preparation of a Sustainability Community Plan
Task 5: Complete and test the Triple Bottom Line Decision Support Tool
Task 3: Update of the Climate Action Plan
ICMA
Cost by Task - Fort Collins Sustainability Services
Clarion Associates Brendle Group
Task 1: Preparation of Social Sustainability Gap Analysis Report
BBC
| City of Fort Collins Sustainability Services Page 56
9. RESUMES OF KEY PERSONNEL
Qualifications of
Benjamin A. Herman, FAICP
Clarion Associates
Ben Herman is a Clarion Director, and leads the firm’s nationwide planning practice. He has more
than 35 years of experience in all aspects of planning, and has been responsible for managing and
conducting complex, multidisciplinary assignments for private and public sector clients. He specializes
in multi-disciplinary planning studies, and has extensive experience in community, regional, and
corridor plans; airport area land use plans; development master plans; downtown plans; and regional
growth management strategies. He has particular expertise in Sustainable Community Plans, and
conducts training workshop on the topic for the American Planning Association. He also conducts
Smart Growth and sustainability workshops for rural communities and small towns for the USEPA
Office of Sustainable Communities. Mr. Herman is a member of the College of Fellows of the
American Institute of Certified Planners.
Major Projects
Fort Collins, Colorado | Plan Fort Collins Comprehensive Plan
Chattanooga, TN| Thrive 2055 Regional Sustainability Initiative
Dona Ana County, NM | Regional Sustainability Plan
Omaha, Nebraska | Comprehensive Energy Management Plan
Hamilton County (Cincinnati), Ohio| Sustainable Development Project
Saginaw, Michigan | Green Infrastructure Strategy
Boise, Idaho | Blueprint Boise Comprehensive Plan
Johnson County, Kansas | Johnson County 2030 Vision Plan
Manhattan, Kansas | Urban Area Comprehensive Plan
Lee County, Florida | New Horizon 2035 Plan
DeSoto County, Mississippi | Regional Stewardship Plan
Oklahoma City, Oklahoma | Oklahoma River Corridor Strategic Development Plan
Professional History
Director, Clarion Associates (current)
Managing Director, EDAW Australia Pty. Ltd., Sydney, Australia
Senior Associate/Director of Operations, EDAW, Inc., Denver, CO
Assistant Commissioner, New Jersey Department of Environmental Protection, Trenton, NJ
Senior Associate, R.E. Hughey and Associates, Inc., Margate, NJ
Publications/Presentations
American Planning Association, Sustaining Places: The Role of the Comprehensive Plan, Planning
Advisory Service Report January 2012
The Planning Commissioners Guide New Edition, American Planning Association Planners Press,
March 2013 (forthcoming)
Sustainable Community Plans Planners Training Service Workshops (with David Godschalk, FAICP),
Dallas/Fort Worth, TX and Philadelphia, PA
Hawaii Planning Congress, Sustainable Comprehensive Plans Workshop, Kauai 2011
Sustainable Community Plans Workshop, Sustainability and Community Development Institute,
Penn State University, 2012
Office of Sustainable Communities, U.S. Department of Environmental Protection, Smart Growth
and Sustainability Planning and Zoning for Small Cities and Rural Areas Webinar, 2011 and 2012
Professional Associations
College of Fellows, American Institute of Certified Planners
Member, American Planning Association
Past President, American Planning Association Colorado Chapter
References
Joe Frank, FAICP, City of Fort Collins Social Sustainability Director (Plan Fort Collins)
jfrank@fcgov.com
Patricia Nilsson, Development Services Director (Blueprint Boise)
pnilsson@canyonco.org
Dean Niemeyer, Senior Planner, Hamilton County, OH (Hamilton County Sustainable Development)
Dean.Niemeyer@hamilton-co.org
Qualifications of
Cameron Gloss, AICP
Clarion Associates
Cameron Gloss is a Senior Associate in Clarion’s Fort Collins office. He is a community planner with more than
29 years of professional experience. His areas of expertise include the development of community
comprehensive plans, subarea and neighborhood plans, preparation and implementation of land use codes
and guidelines, restructuring of development review processes, and community sustainability. His most recent
work includes a new Comprehensive Plan for the City of Ketchum, ID that is grounded in the principles of
sustainability. Cameron has provided community assistance to Rockport, TX as part of the EPA Sustainable
Communities initiative; Cameron spent over 20 years with municipal planning agencies, most notably the Cities
of Fort Collins and Boulder, Colorado, where he worked in a number of public sector positions up through the
Director level. He has cultivated extensive relationships with local social service agencies that will be part of the
social sustainability analysis. Cameron will coordinate stakeholder outreach for the project team.
Representative Projects and Relevant Experience
Clarion Associates
Dona Ana County, NM | Regional Sustainability Plan
Chattanooga, TN | Thrive 2055 Regional Sustainability Initiative
Ketchum, ID | Comprehensive Plan
AECOM Design + Planning
Fort Collins, CO | Colorado State University Campus Master Plans
Rockport, TX | EPA Sustainable Communities Assistance
Sheridan, WY | Scenic Character Plan, Entryway Code, E 5th St. Corridor Plan
Teton County, ID | Comprehensive Plan
Milliken, CO | Comprehensive Plan
Fort Collins, CO | Refill II- Priming Sites for Redevelopment and Infill
Jackson/Teton County, WY | Comprehensive Plan
City of Fort Collins, CO
Refill Fort Collins: Overcoming Barriers to Redevelopment & Infill, City Project Manager
Current Planning Director
Advisory Committee, CNU/ITE Context Sensitive Street Design Standards Project
Professional History
Senior Associate, Clarion Associates (present)
Senior Associate, AECOM Design + Planning (formerly EDAW), Fort Collins, CO (2008-2012)
Current Planning Director, City of Fort Collins, CO (2000-2008)
Planning Director, City of Klamath Falls, OR (1996-2000)
Planner, City of Boulder, CO (1986-1996)
Land Use Planner, Dames & Moore, Phoenix, AZ (1985-1986)
Education
Bachelor of Science, Geography, Urban, Arizona State University, 1983
Professional Associations
American Institute of Certified Planners
References
Robert Briggs, Planning Director, City of Sheridan, WY (5th Street Corridor Plan),
rbriggs@sheridanwy.net
Joyce Allgaier, Planning Directory, City of Ketchum, ID (Ketchum Comprehensive Plan),
JAllgaier@ketchumidaho.org
Brian Chase, Facilities Director (retired), Colorado State University, (CSU Master Plan),
Brianchase_724@msn.com
Qualifications Shelby Sommer, of AICP, LEED AP
Clarion Associates
Shelby Sommer is an Associate in the Fort Collins office of Clarion Associates. Ms. Sommer’s areas
of expertise include sustainable development, neighborhood and community planning, historic
preservation, and developing GIS-based inventories, analysis, and maps. Ms. Sommer is also skilled
at public facilitation and encouraging participation through websites and social media. Prior to
joining Clarion Associates, she was a planner with the City of Fort Collins, Colorado and was
responsible for the detailed review and coordination of development proposals.
Recent and Current Major Projects
Fort Collins, Colorado | City Plan and Transportation Plan Update
Fort Collins, Colorado | Affordable Housing Displacement Mitigation Strategic Plan
Fort Collins, Colorado | Analysis of Impediments to Fair Housing Choice
Aurora, Colorado | Annual Population Estimates
State of Colorado | Study of the Economic Benefits of Historic Preservation
Southwestern Pennsylvania | Historic Preservation and Economic Development Plan for the Pilot
Trail Town Communities
Cary, NC | Comprehensive Plan Update
Chattanooga, TN | Regional Vision Plan
Cheyenne, WY | PlanCheyenne Update
Adams County, CO | Comprehensive Plan Update
Green River, WY | Comprehensive Master Plan
Professional History
Associate, Clarion Associates, Fort Collins, Colorado, 2008 – present
Planning Technician and City Planner, City of Fort Collins, Colorado 2005-2008
Environmental Affairs/City Manager’s Office Intern, City of Boulder, Colorado, 2004-2005
Education
Green Building Certificate Program, Colorado State University, Fort Collins, Colorado, 2006
Bachelor of Environmental Design, University of Colorado, Boulder, 2004
School for International Training, Cultural Development & Social Justice Program,
Valparaiso, Chile, 2003
Professional Associations/Boards
American Institute of Certified Planners, 2011
Leadership in Energy and Environmental Design (LEED) Accredited Professional, 2007
Volunteer Member, City of Fort Collins Art in Public Places Board
References
Kristin Kirkpatrick, Chief of Wellness Planning, Bellisimo Development (Plan Fort Collins, CanDO Built
Environment Work Group), kkirkpatrick@bellisimoinc.com
Ellen Martin, City of Fort Collins Visual Arts Administrator (Plan Fort Collins, Art in Public Places Board),
emartin@fcgov.com
Tom Mason, Director, Cheyenne Area Metropolitan Planning Organization (PlanCheyenne Update),
tmason@cheyennecity.org
Judy is a valued collaborator offering 21 years of
executive leadership in sustainability, innovation and
entrepreneurship. Her specialties include district-scale
and community-scale planning in climate and energy,
clean energy, sustainable economic development,
organizational development, and net zero energy and
water initiatives. She has led the completion of 200+
sustainability projects for over 100 clients across 19
states including over a dozen energy plans for some of the nation’s most
progressive communities and major cities. Over the past 16 years, Judy grew
Brendle Group’s five practice areas and four sectors into an award-winning
consulting group. She co-founded the Colorado Clean Energy Cluster and helped
spearhead two of its primary initiatives- the International Cleantech Network, a
global network connecting the world’s leading cleantech clusters; and FortZED, an
initiative to create one of the world’s largest active net zero energy districts.
RELEVANT PROJECTS
Cleveland Sustainability and
Climate Action Plan
City of Cleveland, OH
Sustainability Management Plan
Salt Lake City, Utah
GHG Inventory, Energy Efficiency
and Conservation Strategy
Greensboro, North Carolina
Sustainability Management Plans
Poudre School District,
Denver Public Schools, and
Thompson School District
FortZED and Renewable and
Distributed Systems Integration
Fort Collins, Colorado
Plan Fort Collins- City Plan
City of Fort Collins, Colorado
Climate Action Plan Task Force
City of Fort Collins, Colorado
Colorado Clean Energy Cluster
Colorado, Statewide
Climate Challenge
National Ski Areas Association
JUDY DORSEY, PE, LEED-AP, CEM
PRESIDENT AND PRINCIPAL ENGINEER
PROFESSIONAL QUALIFICATIONS
Master of Science
Mechanical Engineering
Colorado State University
Fort Collins, Colorado
Bachelor of Science
Mechanical Engineering
Northwestern University
Evanston, Illinois
Professional Engineer
Colorado
SKILLS
LEED Accredited Professional
Certified Energy Manager
AWARDS
2012 MIT Energy Initiatives' C3E
Award, Entrepreneurship &
Innovative Business Models
2010 Northern Colorado Women
As a valued Senior Engineer with Brendle Group, Julie
puts her 17 years of engineering experience to work for
clients ranging from local governments and utilities to
schools, ski areas, and leading edge companies. Julie has
led numerous energy and water efficiency projects and is
known for her direct community involvement and
facilitation experience, helping clients navigate complex
issues while focusing on project implementation and performance monitoring.
Along with conducting over 100 on-site facility assessments and building
commissioning projects, Julie has demonstrated success through her leadership
in developing demand side management (DSM) programs targeting the small
commercial sector. Her expertise is informed by hands-on experience facilitating
integrated green commercial and residential building design, as well as
operational and systematic sustainability strategies. As a recipient of the
Governor’s Pollution Prevention Advisory Board Award and named Rocky
Mountain Association of Energy Engineers’ Energy Engineer of the Year, Julie
focuses on collaboration to keep sustainability accessible and rewarding for her
clients.
RELEVANT PROJECTS
Efficiency Express Commercial
Retro-Commissioning Program
Platte River Power Authority
Pilot Streamlined Retro-
Commissioning Program
Boulder, Colorado
Statewide On-Call Energy
Assessments
Nexant and Xcel Energy, Colorado
Renewable and Distributed
Systems Integration
Fort Collins, Colorado
Energy Independence Plan
Boulder, Colorado
Energy and Sustainability Plan
Rio Rancho, New Mexico
Climate Wise
City of Fort Collins, Colorado
Denver Energy Challenge
City and County of Denver,
Department of Environmental
Health
Sustainability Management Plan
Poudre School District,
Denver Public Schools, and
Thompson School District
JULIE SIEVING, PE, LEED-AP
SENIOR ENGINEER
PROFESSIONAL QUALIFICATIONS
Bachelor of Science
Mechanical Engineering
Colorado State Engineering
Fort Collins, Colorado
Professional Engineer
Colorado
AWARDS AND RECOGNITION
2006 Climate Change Hero, Aspen Climate Action Conference
2004 Energy Engineer of the Year, Rocky Mountain Association of Energy Engineers
SKILLS
LEED-Certified
Project Management
Seth has been an engineer with Brendle Group for 7
years. He contributes invaluably to a variety of projects in
a range of roles, leading up many of Brendle Group's
climate projects, including greenhouse gas inventories
and climate action plans for businesses, school districts,
universities, and communities. He leverages experience
with a wide range of sustainability options to advise on
and analyze opportunities for improved performance.
Seth is able to compile data on energy, water, solid waste, and transportation
activities, and transform that data into information that can be used to measure
and advance an organization’s sustainability progress, including inventories,
forecasting, and benchmarking. His experience includes carbon inventory and
reduction project accounting, building energy and water efficiency opportunities,
building energy modeling, community and organizational scale planning for
energy and sustainability, and supporting sustainability through information
technology, including building control systems, sustainability dashboards, and
web-based portals. In addition, Seth is a member of the Association for the
Advancement of Sustainability in Higher Education Advisory Council.
RELEVANT PROJECTS
Climate Wise
City of Fort Collins, Colorado
Linking GHGs to Solid Waste
City of Fort Collins, Colorado
Cleveland Sustainability and
Climate Action Plan
City of Cleveland, OH
Sustainability Management Plan
Salt Lake City, Utah
GHG Inventory, Energy Efficiency
and Conservation Strategy
Greensboro, North Carolina
Parkcitygreen.org Community
Energy and Carbon Website
Park City, Utah
Comprehensive Energy
Management Plan
Omaha, Nebraska
Green Building Program
Fort Collins Utilities, Colorado
CSU Energy Independence &
Carbon Reduction Plan, Climate
Action Plan
Colorado State University, Fort
Collins, Colorado
SETH JANSEN
ENGINEER, EIT
PROFESSIONAL QUALIFICATIONS
Master of Engineering
Mechanical Engineering
Colorado State University
Fort Collins, Colorado
Bachelor of Science
Mechanical Engineering
Colorado State University
Fort Collins, Colorado
2006 Engineer-in-Training
State of Colorado
SKILLS
Project Management
Greenhouse Gas Analysis
David offers over 20 years of experience as an
accomplished sustainability planner, project manager,
facilitator, educator, and communicator for U.S. and
international communities, companies, and
organizations. He offers clients a diverse background in
the fields of sustainability management, urban and
environmental planning, education for sustainability,
and communications. He has collaborated on
sustainability strategy, planning, and education projects with a diverse set of
organizations including the Earth Charter Institute, International Union for
Conservation of Nature, Australian Research Institute on Education for
Sustainability, and ICLEI-U.S. Local Governments for Sustainability. David has
led and supported a variety of complex projects including sustainability
management plans and systems for communities, colleges and universities,
and K-12 school districts; corporate and institution sustainability reports;
sustainability indicators; higher education sustainability curriculum; and
industry-level sustainability strategies. David also is a widely published writer
and book author, covering topics related to the environment, sustainability,
and green consumer issues.
RELEVANT PROJECTS
Fort Collins City Plan
Comprehensive Plan Update
Fort Collins, Colorado
Renewable and Distributed
Systems Integration
Fort Collins, Colorado
Cleveland Sustainability and
Climate Action Plan
City of Cleveland, OH
Energy Efficiency and
Conservation
Strategy/Sustainability Plan
Greensboro, North Carolina
Sustainability Management Plan
Poudre School District,
Denver Public Schools, and
Thompson School District
Comprehensive Energy
Management Plan
Omaha, Nebraska
DAVID E. WORTMAN, LEED-AP BD+C
SENIOR PROGRAM MANAGER
PROFESSIONAL QUALIFICATIONS
Graduate Diploma
Sustainable Development
Macquarie University
Sydney, Australia
Master of Science
Environmental Planning
University of Washington
Seattle, Washington
Bachelor of Science
Natural Resource Economics
Cornell University
Ithaca, New York
SKILLS
LEED-Certification
Environmental Planning
AFFILIATIONS
Visiting Fellow
Becky supports a wide range of projects at Brendle
Group, including greenhouse gas inventories; energy
profiles; climate and sustainability planning; water
footprinting; and on-site energy, water, and waste
assessments. She also has extensive experience as a
water resources engineer and is well versed in water
operations modeling and large scale water resources
planning and design. Additionally, Becky has a
comprehensive set of business skills, including project management, triple
bottom line analysis, and business plan development.
With an undergraduate degree in civil and environmental engineering, Becky
continued her education with a Master of Science degree in Business
Administration focusing on global, social, and sustainable enterprise. While
completing her graduate work, she founded Running Water International, a
social enterprise in Kenya, Africa that addresses the water resource challenges
of the developing world. She continues to serve as Technical Director for the
organization’s multi-cultural team.
RELEVANT PROJECTS
Cleveland Sustainability and
Climate Action Plan
City of Cleveland, OH
Comprehensive Energy
Management Plan
Omaha, NE
Statewide On-call Energy
Assessments
Xcel Energy, Colorado
Water Cluster Mapping and
Support
City of Fort Collins, Colorado
Water Assessments
Tri-County Water
Energy Assessments and On-call
Support
Fort Collins Utilities, Colorado
Sustainability Management Plan
Thompson School District
Transit Oriented Development
Strategic Plan
City of Rifle, Colorado
Climate Wise
City of Fort Collins, Colorado
REBECCA L. FEDAK, PE
ENGINEER
PROFESSIONAL QUALIFICATIONS
Master of Science in Business
Administration
Global Social and Sustainable
Enterprise
Colorado State University
Fort Collins, CO
Bachelor of Science
Civil Engineering
Colorado State University
Fort Collins, CO
Professional Engineer
Colorado
SKILLS
Professional Engineer
Water Operations Modeling
Heidi Aggeler
Heidi Aggeler is a Managing Director with BBC Research & Consulting (BBC) and leads the firm’s
housing and human services practice area. She specializes in needs assessments, market and
financial feasibility analyses, and fair housing studies. Prior to joining BBC, Ms. Aggeler worked
for the Federal Reserve Bank of Minneapolis where she researched economic conditions for the
Ninth District of the Federal Reserve System. Before joining the Fed, Ms. Aggeler conducted fair
lending and financial audits of financial institutions for the Federal Deposit Insurance
Corporation (FDIC).
Ms. Aggeler has been invited to speak about her work at conferences held by HUD, Housing
Colorado!, the Council of State Community Development Agencies (COSCDA), the National
Council of State Housing Agencies (NCSHA), and the Colorado Civil Rights Division. Ms. Aggeler is
an active volunteer in the affordable housing community and has completed pro bono work for
several affordable housing advocacy groups in Denver. Ms. Aggeler is a former Board Member
and Treasurer of the Denver-based Mile High Community Loan Fund, a community development
financial institution.
References:
Fort Carson Social Impacts Analysis: Ms. Kate Hatten – Executive Director Peak Military Care
Network; Pikes Peak Area Council of Governments; 719-471-7080 ext. 131;
khatten@peakmilitarycarenet.org
Las Cruces Strategic Housing Plan: Mr. David Dollahon – Neighborhood Development Planning
Administrator; City of Las Cruces; (575) 582-3022; ddollahon@las-cruces.org
City of Boulder Housing Needs Update: Ms. Crystal – Housing Planner; Housing Division, City of
Boulder; 303.441.4141; LaunderC@bouldercolorado.gov
Relevant Project Experience
Fort Carson Community Services Needs Assessment. Led BBC’s projection of the impacts of
military growth at Fort Carson on community services ranging from behavioral health to child
care to food program assistance. Developed several models to determine qualifying populations
and project demands. Also developed a housing model which projected rental vacancies and
needs during deployment cycles.
Las Cruces Housing Needs Strategic Plan. In 2008 and 2009, assisted the City of Las Cruces’ Ad
Hoc Committee on Affordable Housing develop recommendations for better addressing the city’s
housing needs. The study involved a comprehensive analysis of best practices in other
communities, including housing trust funds, inclusionary zoning, shared equity models, land
trusts, land banking and land use and zoning reforms. The Strategic Housing Plan was adopted
by the Committee and City Council.
Heidi Aggeler (continued)
Boulder Housing Market Analysis. Recently hired by the City of Boulder to conduct an analysis
of the city’s rental and homeownership markets with a focus on housing affordable to the
workforce. Also conducted a demographic analysis to determine if the city is losing the middle
class. The findings of the study will be used by the city and Council to inform the forthcoming
Strategic Housing Plan.
Denver Housing Plan and Gaps Analysis. Completed several studies for the City and County of
Denver, including two Five-year Consolidated Plans, both of which included a housing and
community development needs assessment of special populations; extensive community
outreach and citizen input process through a citizen survey and eight public forums; and
development of a citywide Anti-Poverty Strategy.
In addition to completion of Consolidated Plans, conducted a comprehensive housing market
analysis and housing plan. The study included a gaps analysis to pinpoint imbalances in Denver’s
rental and for sale residential markets. The study also compared the characteristics and
affordability of Denver’s housing stock with surrounding counties. Findings are currently being
used by the city to create policy objectives and goals for future housing planning and resource
allocation.
City of Austin Comprehensive Housing Market Study. Recently completed Comprehensive
Housing Market Study in Austin, which included an assessment of Austin’s rental and for sale
housing market supply and an in-depth socioeconomic evaluation to determine where housing
gaps exist. The study included a statistically significant telephone survey of low income
households, with an online survey option, and many focus groups with stakeholders and
neighborhood associations. The final product included recommendations to improve city
programs, policies and procedures with regards to community housing and neighborhood
planning.
Sonoma County Fair Housing Study. During 2011, conducted a housing barriers study for
Sonoma County and the cities of Santa Rosa and Petaluma. The study involved a concentration
analysis (race, ethnicity, low income, and disability) of every incorporated jurisdiction within the
county; a comparison of housing affordability and geographic distribution of assisted housing; a
review of land use policies and zoning regulations; and an analysis of complaints and mortgage
lending data. The public input process included a resident survey, a stakeholder survey and in-
person focus groups, one with migrant farm workers.
Southern Ute Housing Market Analysis. For the Southern Ute Indian Housing Authority, BBC
analyzed the housing needs of the elderly, the disabled, and the homeless living on and near the
Southern Ute Indian Reservation. Interviewed Tribal leaders and members, service providers,
and advocates for these populations. Determined a likely housing market area for these
populations, analyzed current and future housing supply; and modeled demand for senior
housing, housing for the disabled, and a homeless shelter.
Education
M.P.A., Policy Analysis, Humphrey Institute, University of Minnesota, 1997.
B.A., Accounting, University of Utah, 1992.
Adam Orens
Adam Orens joined BBC Research & Consulting as an Associate in 2005 and became a firm
Director in 2010. Adam has completed numerous fiscal impact, public infrastructure funding,
and public program evaluation studies that analyze the relationships between population
growth, urbanization, and government service provision. His areas of expertise include public
finance, project feasibility analysis and regional economic analysis. He also has experience in
organizational analysis and market research. Adam frequently studies public services delivery
for local, state and federal governments that wish to understand how population growth and
demographic change affect their programs and services.
Mr. Orens’ research has been recognized by the White House Council on Environmental Quality
and the Washington Post. He is published in the book Mountain Resort Planning and Development
in an Era of Globalization and the peer-reviewed journal Tourism Economics. He has addressed
the Colorado Chapter of the APWA on Front Range oil and gas transportation and fiscal issues.
References
US Marine Corps Childcare Needs Assessment: Mr. Russ Scholl, Branch Head, Marine Corps
Community Services Construction, (703) 784-3534, Russ.Scholl@usmc-mccs.org
Transfort Strategic Plan: Mr. Kurt Ravenschlag, General Manager, Transfort, (970) 221-6386,
kravenschlag@fcgov.com
Colorado State Parks Management Plans: Mr. Scott Babcock, Program Manager, Strategic
Planning, (303) 866-3203 x4306, scott.babcock@state.co.us
Relevant Project Experience
US Marine Corps Childcare Needs Assessment and Facility Master Plan. In 2011, Mr. Orens
conducted a service-wide child, youth, and teen program master plan for the Marine Corps,
working with an architectural consulting firm. Mr. Orens developed estimates of current
and future demand for child care services for various age groups and assessed the
adequacy of Marine Corps programmatic capacity and quality. The project team provided
recommendations to senior Marines leadership on how to prioritize future program and
facility investment based on the study results.
Fort Collins Transfort Strategic Plan. Developed a funding plan for Transfort, the public
transportation system in Fort Collins. Mr. Orens led a public process where appropriate
funding mechanisms were vetted by a citizen committee for applicability using several
criteria. Mr. Orens developed a model for Transfort that projects revenue from several
funding mechanisms.
Staunton State Park Master Plan. Developed an integrated business plan for Staunton
State Park, a new state park located in Jefferson and Park County, Colorado. The business
plan includes a phasing strategy for targeted capital investment and an operations and
maintenance pro forma model that projects expected State Parks revenue and expenditure.
Adam Orens (continued)
State Parks Management Plans. In each of the last four years, Mr. Orens provided financial
analysis services to Colorado State Parks for the Stagecoach, North Sterling, Roxborough
and Cheyenne Mountain State Parks Management Plans. The assignments involve park
operations and capital development pro forma modeling.
City of Boulder Parks and Recreation Master Plan. Provided an operational and fiscal
assessment of all Boulder parks and recreation facilities and programs as part of the master
planning effort. Mr. Orens also provided a cost recovery analysis on recreation programs to
evaluate if the city is attaining its stated cost recovery goals. Based on our program
assessment, we provided detailed recommendations to help the city achieve its
programmatic goals in this currently challenging fiscal environment.
Comprehensive Plans. Recent comprehensive plan clients include the communities of
Montrose, Commerce City, Grand Junction, Fruita, Rifle and Garfield County, Colorado. As
part of the planning team, Mr. Orens provided economic trend analysis and forecasts and
information regarding the fiscal consequences of land use alternatives.
U.S. Department of Defense Recreation Business Planning. Currently providing business
planning and market assessment services for recreation, retail and community service
facilities for the DoD. Mr. Orens provides project validation assessments for proposed new
facilities on military installations for all branches of armed forces. Mr. Orens provides
market analysis and financial modeling services and teams with an architecture firm that
evaluates physical constraints for each development project.
Highway 392 Funding Plan. Developed a funding model for a highway interchange
improvement project under several development scenarios for the municipalities of Fort
Collins and Windsor. The model utilizes several funding mechanisms including a special
assessment, property tax and public improvement fee, chosen to allocate costs to those that
benefit most from interchange improvement. The study included an implementation plan
that is appropriate for the cooperative effort between Fort Collins and Windsor.
Aurora Citywide Cost of Development. Assisted the city of Aurora quantify the city-wide
operations and capital costs associated with providing municipal services to new
residential and commercial growth. The analysis includes a precise fiscal modeling effort
and provides recommendations on potential methods to achieve better parity between
municipal capital and service costs and citywide revenues.
Fort Collins, Colorado Housing Affordability Index. Researched the components that drive
housing prices and assessed the adequacy of the affordable housing stock for the City of
Fort Collins, Colorado. Created a model that compiled housing costs and isolated several
municipal factors that influence affordability. The model is used to set municipal building
and impact fees at appropriate levels as to mitigate adverse effects on housing affordability.
Education
M.S. Agricultural & Resource Economics, Colorado State University. 2004.
B.A. Economics, Rutgers University. 2000.
Jen Garner
Jen Garner is a Senior Consultant with BBC and supports the firm’s housing and human services
practice. She is a skilled market and policy researcher with a proven track record for lending
innovation and insight to a wide ranging portfolio of projects. She has a high order ability to
develop, integrate, assimilate and interpret diverse streams of information; both qualitative and
quantitative and is a strong strategic thinker. Areas of expertise include housing, transportation,
economic development, child care, human services, and the analysis of impediments to fair
housing choice (AI). She is a Past President of the Colorado American Marketing Association.
Since 1998, Ms. Garner has conducted hundreds of interviews, focus groups and surveys across
the country with diverse populations on a wide variety of topics. Ms. Garner has specific
experience in the design and conduct of research with diverse populations across the West.
Examples include persons with physical disabilities, low-income adults, persons experiencing
homelessness, Native Americans, African Americans, Asian Americans, Hispanics, seniors and
teens and refugees. Ms. Garner’s strength as a moderator is her ability to create an environment
where individuals from all walks of life are comfortable expressing their opinion even on
sensitive matters. She is experienced in dual-language facilitation with the assistance of an
interpreter and has facilitated focus groups in Spanish, Arabic, Bhutanese, and Swahili.
Ms. Garner has been invited to speak about her housing and human services work at conferences
sponsored by HUD, the National Association of Area Agencies on Aging, and the Traffic Records
Forum.
References
Fair housing study, City of Fort Collins: Ms. Heidi Phelps, Grant Programs Administrator, City of
Fort Collins, (970) 221-6757, HPHELPS@fcgov.com
Senior transportation services evaluation: Ms. Jayla Sanchez-Warren, Director, Area Agency on
Aging, Denver Regional Council of Governments, (303) 480-6735, jswarren@drcog.org
Outdoor water quality campaign research: Ms. Amy Conklin, Barr-Milton Watershed
Association, (303) 525-5038, conklin3@ix.netcom.com
Relevant Project Experience
Fair housing study, City of Fort Collins. In 2012, Ms. Garner and the housing and human services
team led a comprehensive study of impediments to fair housing choice for the City of Fort
Collins. Elements of the study included geospatial analysis of racial and ethnic concentrations,
interviews, surveys and focus groups with residents and stakeholders, a fair housing workshop
featuring presentations by HUD and BBC, land use and zoning analysis conducted by Clarion, and
analyses of mortgage lending data. BBC worked with City staff to develop a Fair Housing Action
Plan to address the barriers to fair housing choice identified in the study.
Jen Garner (continued)
Senior transportation services evaluation. For the Denver Regional Council of Governments
(DRCOG), Area Agency on Aging, Ms. Garner evaluated its delivery of senior transportation
services. Through in-depth interviews with older adults, transportation providers, county staff
and area mobility experts, Ms. Garner recommended that DRCOG restructure its service delivery
to strengthen coordination among service providers and to develop a single call center for all
specialized transportation services in the region. DRCOG and the Denver Regional Mobility
Access Council (DRMAC) are currently implementing BBC’s recommendations. With DRCOG and
DRMAC, Ms. Garner presented the results of this study at the 2012 National Area Agency on
Aging conference.
Outdoor water quality campaign research. The EPA awarded the Barr-Milton Watershed
Association (BMWA) an Urban Waters grant to develop a social marketing campaign in the
Denver Metro Area to encourage residents to engage in behaviors that keep the region’s rivers,
lakes and streams clean. Through a series of focus groups with area residents, including Spanish-
speakers, Ms. Garner identified the degree of concern residents have about water quality,
potential barriers to changing behaviors and misperceptions residents have about where their
water comes from and stormwater runoff. In partnership with an advertising agency, BMWA will
use the research findings to develop a water quality campaign.
Metro Vision 2040 Listening Tour. On behalf of DRCOG, Ms. Garner led a regional listening tour
to inform development of the Metro Vision 2040 regional plan. Through interviews with area
thought leaders and prominent figures, focus groups with experts in transportation, aging,
disability policy, water and natural resources, sustainability, affordable housing, community and
economic development and health care, and a survey of more than 1,200 area residents, BBC
identified how these individuals characterized a Metro Denver in 2040 that is the best place for
people of all ages, abilities and incomes to live. Following development of their vision for an
idealized 2040, BBC explored the challenges and changes that must be made in order to reach
that vision. DRCOG is using the study results to inform the Metro Vision 2040 planning process
as well as its Sustainable Communities Initiative program. Ms. Garner and BBC’s Kevin Williams
presented the study results at the launch of the Metro Vision 2040 planning process in June
2012.
Education
B.A. Economics, summa cum laude, University of Colorado at Denver, 1997.
M.A. Economics, University of Colorado at Denver, 1999.
TAD MCGALLIARD, DIRECTOR
ICMA CENTER FOR SUSTAINABLE COMMUNITIES
PROFESSIONAL EXPERIENCE
DIRECTOR, ICMA CENTER FOR SUSTAINABLE COMMUNITIES ICMA, 2009-PRESENT.
Coordinates ICMA’s business development, program management, communication and
outreach, education and professional training, and technical assistance focused on the
intersection of local government management and creating more sustainable communities.
Oversees numerous sponsored projects on sustainability topics such as social equity, Choice
Neighborhoods, rooftop solar PV, smart growth, healthy community indicators, rural
communities and small towns, aging in America, local food systems and more. Current clients
include among others:
• U.S. EPA Office of Brownfields and Land Revitalization—National Brownfields Conference
• U.S. EPA Office of Sustainable Communities—Aging in America Training and Toolkit
Development
• U.S. HUD Choice Neighborhoods Program—Choice Neighborhoods Revitalization Research
• U.S HUD Sustainable Research Grants Program—Local Government Social Sustainability
Policies and Programs
• U.S. DOE Solar Energy Program—SunShot Solar Outreach Partnership
• City of Charlotte and Mecklenburg County, North Carolina—CharMeck Community
Sustainability Plan Feasibility Study
• Stark County, Ohio—Shared Services Assessment and Strategic Plan
• Frederick County, Maryland—Aging Assessment Services and Strategic Plan
SENIOR PROJECT MANAGER, ICMA, 2003-2009.
Responsible for numerous grant and contract funded initiatives focused on local government
management and sustainability. Key projects included:
• directing two cooperative agreements ($4.7 million) with U.S. Environmental Protection
Agency to conceptualize, develop, and implement annual National Brownfields
Conference
• developing and managing the inaugural Restoration Conference, which focused on
trainings about post disaster recovery
• coordinating $984,0000 Bill and Melinda Gates Foundation grant to fund innovative
local government library initiatives
• coordinating a successful $1.2 million contract with Florida’s Division of Emergency
Management to develop new mutual aid system
• Developing training programs on brownfields redevelopment for New York State
communities, total employee mobility for Runzheimer International, workshops on
developing close military bases, and a curriculum on women in the construction trades
and green building with the city of Portland, Oregon.
PROJECT MANAGER, CORNELL UNIVERSITY CENTER FOR THE ENVIRONMENT, 1995-2003.
Coordinated marketing, outreach, business development and project management for
academic research center with programs and institutes focused on sustainability. Managed
more than $400,000 in sponsored research projects on sustainable communities with the
President’s Council on Sustainable Development; U.S. DOE; U.S. EPA, Region II; & U.S. EDA.
Directed proposals and managed sustainable communities projects for several municipal
initiatives in Baltimore, MD; Trenton, NJ; Plattsburgh, NY; Cape Charles, VA; Chattanooga, TN; &
Minneapolis, MN
PROJECT MANAGER, UNIVERSITY OF TENNESSEE, ENERGY, ENVIRONMENT, AND
RESOURCES CENTER, 1993-1995.
Supported and managed a variety of initiatives primarily focused on reusing materials and
facilities within the U.S. Department of Energy’s complex. Coordinated research grants on low
level radioactive waste, U.S. DOE “reindustrialization” projects, beneficial reuse policies for
radioactively contaminated scrap metals, & sustainability. Managed annual Beneficial Reuse
conferences, increasing revenues & attendance by more than 200% in three years
EDUCATION AND PROFESSIONAL AFFILIATIONS
Bachelor of Liberal Arts, University of Tennessee, 1989; Master of Arts-Political Science,
University of Tennessee, 1995; USDA Project Management Fast Track, 2008
Professional Affiliations: Project Management Institute; Sustainable Materials Management
Coalition; Board of Directors, American University, MPA Program
ANDREA FOX, DEPUTY DIRECTOR
ICMA CENTER FOR SUSTAINABLE COMMUNITIES
PROFESSIONAL EXPERIENCE
DEPUTY DIRECTOR, ICMA CENTER FOR SUSTAINABLE COMMUNITIES ICMA, 2012-PRESENT.
Oversee and contribute to projects that provide best practices and resources to local
governments focused on the intersection of local government management and creating more
sustainable communities. Sponsored projects include sustainability topics such as social equity,
Choice Neighborhoods, rooftop solar PV, smart growth, healthy community indicators, rural
communities and small towns, aging in America, local food systems and more. Current clients
include among others:
• U.S. EPA Office of Brownfields and Land Revitalization—National Brownfields Conference
• U.S. EPA Office of Sustainable Communities—Aging in America Training and Toolkit
Development
• U.S. HUD Choice Neighborhoods Program—Choice Neighborhoods Revitalization Research
• U.S HUD Sustainable Research Grants Program—Local Government Social Sustainability
Policies and Programs
• U.S. DOE Solar Energy Program—SunShot Solar Outreach Partnership
• City of Charlotte and Mecklenburg County, North Carolina—CharMeck Community
Sustainability Plan Feasibility Study
• City of Philadelphia, Stark County, Ohio—Shared Services Assessment and Strategic Plan
• Frederick County, Maryland—Aging Assessment Services and Strategic Plan
SUSTAINABILITY COORDINATOR, CITY OF NAPA, CALIFORNIA 2010-2012.
Developed and managed City of Napa sustainability program and oversaw the process
developing the City’s first sustainability plan. Key projects included:
• Managed all aspects of $700,000 U.S. Department of Energy block grant.
• Created the City’s first Sustainability Plan with significant outreach, including 16 public
meetings, community leader interviews, and an online bilingual survey.
• Assisted with the implementation of sustainability strategies such as building and
streetlight retrofits, a CFL recycling program, and lowering City of Napa solar permit fees.
• Provided written communications and presentations to City Council, senior staff, and
media.
• Created CleanGreenNapa brand and maintained content management system webpage,
Facebook, and Twitter pages.
LEGISLATIVE AIDE, NEBRASKA STATE LEGISLATURE, 2009-2010.
Researched and analyzed potential legislation, and provided strategic advice to senator. Served
as liaison to academic partners, community members, media, and other parties. Assisted
Senator with the drafting of two bills that became law; LB 977 required the State to purchase
Energy Star appliances; and LB 997 mandated that cities’ General Plans assess energy use and
conservation.
ASSISTANT TO THE MAYOR, CITY OF OMAHA, NEBRASKA, 2005-2009.
Advised and represented Mayor on numerous projects and issues. Managed $17.8 million U.S.
Department of Homeland Security grant program, and oversaw application process of $8.3
million homeland security grant award. Supported the implementation of sustainability
strategies such as an anti-idling policy, LED streetlight retrofit pilot, and CFL recycling program.
Oversaw a successful $1 million annual public-private partnership “Holiday Lights Festival”
event including fundraising, donor relations, and marketing.
EDUCATION AND PROFESSIONAL AFFILIATIONS
Bachelor of Arts, University of Denver, 2003; Master of Public Policy, University of Denver,
2004; Additional coursework on Climate Action Planning at Sonoma State University, 2011
Professional Affiliations: Omaha Chamber of Commerce, Young Professionals Council Board
Member and Public Engagement Committee Chair, 2009-2010; Green Omaha Coalition,
Founding Board Member and Public Agency Committee Co-Chair, 2007-2009
Water Resources Planning
Project Management
Triple Bottom Line Analysis
AFFILIATIONS
Colorado Water Wise ICI
Committee
Colorado Water Innovation
Cluster – Economic Development
Committee
International Research Institute
in Sustainability, University of
Gloucestershire, U.K.
International Society of
Sustainability Professionals
Information Technology
AFFILIATIONS
Association for the Advancement
of Sustainability in Higher
Education
- Advisory Council Member
- Editorial Board Member
of Distinction Award
2006 Climate Change Hero
Aspen Climate Action
Conference
involved in local food
issues.
Brendle Group is
facilitating the
development of a
comprehensive
sustainability plan
that addresses
social, economic, and
environmental
systems and uses the
ICLEI STAR
community index as a
framework for
planning and goal
setting. The Plan will
serve as an umbrella
to unite the region’s
sustainability efforts
and inspire action to
integrate and align
the region’s many
other related plans
and policies. A series
of performance
measures will also be
developed to create a
regional “dashboard”
of sustainability that
will be used to report
and track progress.
Project Link:
http://www.greensboro-nc.gov/index.aspx?page=152
companies, I have
never before had the
experience where the
consultant actually
raised my
expectations during
the project – and
then significantly
exceeded them.”
DIANE FOSTER
PARK CITY, UTAH
MUNICIPAL
CORPORATION
Renewable
Energy
70,000 6.4% 774,000 $0 $0 $0 $0 $1,209,000 $0 $20
Local Carbon
Offsets 58,000 5.3% 857,000 $0 $0 $0 $0 $2,589,000 $0 $39
Solid Waste
Reduction 226,000 20.5% 2,230,000 $0 $573,000 $0 $0 $4,659,000 $0 $25
City of Fort Collins Senior Center
Aspen Club
Elder Pet Care
SAINT
Independent Living Facilities
Personal Care Boarding Homes
Nursing Homes
Disabled Services
Disabled Resource Services
City fo Fort Collins Recreation,
Dial-a-Ride
CSU Resources for Disabled
Students
Foothills Gateway
Larimer Co. Health Services
Affordable
Housing
Larimer Co. Affordable Housing
Coalition
Fort Collins Housing Authority
City of Fort Collins Affordable
Housing
Neighbor 2 Neighbor
Habitat for Humanity
CARE Housing