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HomeMy WebLinkAbout578734 NATURAL CAPITALISM SOLUTIONS - CONTRACT - RFP - 8362 CLIMATE ACTION PLAN CONSULTANTProfessional Services Agreement 8362 Climate Economy Action Plan Consultant Page 1 of 50 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT made and entered into the day and year set forth below, by and between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the "City" and Natural Capitalism Solutions, a 501c3 non-profit, hereinafter referred to as "Professional". WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Scope of Services. The Professional agrees to provide services in accordance with the scope of services attached hereto as Exhibit "A", consisting of forty (40) pages, and incorporated herein by this reference. Irrespective of references in Exhibit A to certain named third parties, Professional shall be solely responsible for performance of all duties hereunder. 2. Contract Period. This Agreement shall commence December 15, 2016, and shall continue in full force and effect until December 31, 2017, unless sooner terminated as herein provided. 3. Early Termination by City. Notwithstanding the time periods contained herein, the City may terminate this Agreement at any time without cause by providing written notice of termination to the Professional. Such notice shall be delivered at least fifteen (15) days prior to the termination date contained in said notice unless otherwise agreed in writing by the parties. All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent to the following addresses: Professional: City: Copy to: Natural Capitalism Solutions Attn: Peter D. Krahenbuhl 11823 N. 75th St. Longmont, CO 80503 peter@natcapsolutions.org City of Fort Collins Attn: Sean Carpenter PO Box 580 Fort Collins, CO 80522 City of Fort Collins Attn: Purchasing Dept. PO Box 580 Fort Collins, CO 80522 In the event of any such early termination by the City, the Professional shall be paid for services rendered prior to the date of termination, subject only to the satisfactory performance of the Professional's obligations under this Agreement. Such payment shall be the Professional's sole right and remedy for such termination. 4. Design, Project Indemnity and Insurance Responsibility. The Professional shall be responsible for the professional quality, technical accuracy, timely completion and the coordination of all services rendered by the Professional, including but not limited to designs, plans, reports, specifications, and drawings and shall, without additional DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 2 of 50 compensation, promptly remedy and correct any errors, omissions, or other deficiencies. The Professional shall indemnify, save and hold harmless the City, its officers and employees in accordance with Colorado law, from all damages whatsoever claimed by third parties against the City; and for the City's costs and reasonable attorney’s fees, arising directly or indirectly out of the Professional's negligent performance of any of the services furnished under this Agreement. The Professional shall maintain insurance in accordance with Exhibit D, consisting of one (1) page, attached hereto and incorporated herein. 5. Compensation. In consideration of the services to be performed pursuant to this Agreement, the City agrees to pay Professional on a time and reimbursable direct cost basis in accordance with Exhibit “B”, consisting of one (1) page, attached hereto and incorporated herein, with maximum compensation (for both Professional's time and reimbursable direct costs) not to exceed Ninety-Four Thousand Eight Hundred Nine Dollars ($94,809.00). Monthly partial payments based upon the Professional's billings and itemized statements of reimbursable direct costs are permissible. The amounts of all such partial payments shall be based upon the Professional's City-verified progress in completing the services to be performed pursuant hereto and upon the City's approval of the Professional's reimbursable direct costs. Final payment shall be made following acceptance of the work by the City. Upon final payment, all designs, plans, reports, specifications, drawings and other services rendered by the Professional shall become the sole property of the City. 6. City Representative. The City will designate, prior to commencement of work, its project representative who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the project. All requests for contract interpretations, change orders, and other clarification or instruction shall be directed to the City Representative. 7. Monthly Report. Commencing thirty (30) days after the date of execution of this Agreement and every thirty (30) days thereafter, Professional is required to provide the City Representative with a written report of the status of the work with respect to the Scope of Services, Work Schedule, and other material information. Failure to provide any required monthly report may, at the option of the City, suspend the processing of any partial payment request. 8. Independent Contractor. The services to be performed by Professional are those of an independent contractor and not of an employee of the City of Fort Collins. The City shall not be responsible for withholding any portion of Professional's compensation hereunder for the payment of FICA, Workers' Compensation, other taxes or benefits or for any other purpose. 9. Subcontractors. Professional may not subcontract any of the Work set forth in the Exhibit A, Statement of Work without the prior written consent of the city, which shall not be unreasonably withheld. If any of the Work is subcontracted hereunder (with the consent of DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 3 of 50 the City), then the following provisions shall apply: (a) the subcontractor must be a reputable, qualified firm with an established record of successful performance in its respective trade performing identical or substantially similar work, (b) the subcontractor will be required to comply with all applicable terms of this Agreement, (c) the subcontract will not create any contractual relationship between any such subcontractor and the City, nor will it obligate the City to pay or see to the payment of any subcontractor, and (d) the work of the subcontractor will be subject to inspection by the City to the same extent as the work of the Professional. 10. Personal Services. It is understood that the City enters into the Agreement based on the special abilities of the Professional and that this Agreement shall be considered as an agreement for personal services. Accordingly, the Professional shall neither assign any responsibilities nor delegate any duties arising under the Agreement without the prior written consent of the City. 11. Acceptance Not Waiver. The City's approval of drawings, designs, plans, specifications, reports, and incidental work or materials furnished hereunder shall not in any way relieve the Professional of responsibility for the quality or technical accuracy of the work. The City's approval or acceptance of, or payment for, any of the services shall not be construed to operate as a waiver of any rights or benefits provided to the City under this Agreement. 12. Default. Each and every term and condition hereof shall be deemed to be a material element of this Agreement. In the event either party should fail or refuse to perform according to the terms of this agreement, such party may be declared in default. 13. Remedies. In the event a party has been declared in default, such defaulting party shall be allowed a period of ten (10) days within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail himself of any other remedy at law or equity. If the non- defaulting party commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to the non-defaulting party for the non-defaulting party's reasonable attorney fees and costs incurred because of the default. 14. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire agreement between the parties and shall be binding upon said parties, their officers, employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal representatives, successors and assigns of said parties. 15. Law/Severability. The laws of the State of Colorado shall govern the construction, interpretation, execution and enforcement of this Agreement. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this Agreement. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 4 of 50 16. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-101, C.R.S., et. seq., Professional represents and agrees that: a. As of the date of this Agreement: 1. Professional does not knowingly employ or contract with an illegal alien who will perform work under this Agreement; and 2. Professional will participate in either the e-Verify program created in Public Law 208, 104th Congress, as amended, and expanded in Public Law 156, 108th Congress, as amended, administered by the United States Department of Homeland Security (the “e-Verify Program”) or the Department Program (the “Department Program”), an employment verification program established pursuant to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment eligibility of all newly hired employees to perform work under this Agreement. b. Professional shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or knowingly enter into a contract with a subcontractor that knowingly employs or contracts with an illegal alien to perform work under this Agreement. c. Professional is prohibited from using the e-Verify Program or Department Program procedures to undertake pre-employment screening of job applicants while this Agreement is being performed. d. If Professional obtains actual knowledge that a subcontractor performing work under this Agreement knowingly employs or contracts with an illegal alien, Professional shall: 1. Notify such subcontractor and the City within three days that Professional has actual knowledge that the subcontractor is employing or contracting with an illegal alien; and 2. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to this section the subcontractor does not cease employing or contracting with the illegal alien; except that Professional shall not terminate the contract with the subcontractor if during such three days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an illegal alien. e. Professional shall comply with any reasonable request by the Colorado Department of Labor and Employment (the “Department”) made in the course of an investigation that the Department undertakes or is undertaking pursuant to the authority established in Subsection 8-17.5-102 (5), C.R.S. f. If Professional violates any provision of this Agreement pertaining to the duties imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If this Agreement is so terminated, Professional shall be liable for actual and consequential damages to the City arising out of Professional’s violation of Subsection 8-17.5-102, C.R.S. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 5 of 50 g. The City will notify the Office of the Secretary of State if Professional violates this provision of this Agreement and the City terminates the Agreement for such breach. 17. Special Provisions. Special provisions or conditions relating to the services to be performed pursuant to this Agreement are set forth in Exhibit "C" – Key Project Personnel, consisting of one (1) page, and Exhibit “E” – Confidentiality, attached hereto and incorporated herein by this reference. THE CITY OF FORT COLLINS, COLORADO By: Gerry Paul Purchasing Director DATE: ATTEST: APPROVED AS TO FORM: Natural Capitalism Solutions, a 501c3 non-profit By: Printed: Title: CORPORATE PRESIDENT OR VICE PRESIDENT Date: DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Lillian Hunter Lovins 12/15/2016 President and Founder Assistant City Attorney 12/20/2016 City Clerk Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 6 of 50 EXHIBIT A SCOPE OF SERVICES The City of Fort Collins adopted aspirational Greenhouse Gas (GHG) emission reductions goals in 2015. These goals include a 20 percent reduction below 2005 baseline by 2020, 80 percent by 2030 and carbon neutrality by 2050. While the City’s initial commitments to addressing climate change began back in 1999, these updated goals has the City joining a growing number of cities making the ultimate commitment to addressing climate change across the globe. As part of this commitment, the Economic Health Office (EHO) has begun an effort to evaluate how the local economy can both support and grow as a result of these goals. The EHO would like to work with a qualified professional team to develop a strategy and action plan to execute the “Climate Economy” in Fort Collins. The strategy and action plan will develop a foundation for success in the community by defining and operationalizing four Climate Economy impact areas as part of the Climate Action Plan (CAP). These impact areas include – business engagement, technological innovation, capital development/access, and business adaptation. Currently, the City has identified 31 initiatives that provide a framework for achieving the 2020 GHG emission reduction goal. These initiatives provide focus to the short-term efforts of the City towards achieving carbon neutrality. In addition, these initiatives and the impact they will have on the business community and economy will be the primary focus of the Climate Economic Action Plan. However, the plan will also need to consider initiatives, programs, and project that will enable the successful attainment of the 2030 GHG emissions goals. BACKGROUND AND PROJECT DESCRIPTION In 2014, the World Bank created a multinational commission to research and define the link between the economy and climate. The Global Commission on the Economy and Climate (the “Commission”) published a report titled Better Growth. Better Climate. The New Climate Economy Report in 2014 (the “Report”). The commission and the report focus on the relationship between the Economy and Climate – specifically climate change. The general conclusion of the report is: “Economic growth and climate mitigation can be achieved together. We do not need to choose one or the other.” The Global Commission on the Economy and Climate International Monetary Fund, World Bank, 2014. The report argues that the infrastructure investment made in the next 15 years will define the world’s future climate system. Estimated at $90 trillion between 2014 and 2030, these investments can either occur within low-carbon and resilient infrastructure or status quo. Low- carbon infrastructure is anticipated to cost slightly more than status quo but is anticipated to be more than offset by the energy and fuel savings. Choosing the wrong path will likely have significant negative economic and social repercussions. Delaying action will result in increased costs from warming and an increase in the value of stranded high-carbon assets. President Obama’s Council of Economic Advisers arrived at a similar conclusion estimating that each decade of delay will increase the costs of mitigation by 40 percent on average. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 7 of 50 Figure 1 – Key Drivers of Growth and Climate Performance As Figure 1 suggests, Cities because of their influence on land use – especially those that control the energy system supporting their citizens – are ideally suited to implement a majority of the actions called for in The New Climate Economy Report. The City of Fort Collins agrees with the basic conclusion of the Report – a choice does not have to be made between the economy and climate. Instead, the two can co-exist and even enhance one another. Figure 1 provides a contextual system in which transformative action can occur to achieve both positive economic outcomes and increased climate performance. The three domains of control: Cities, Land Use, and Energy (specifically production and consumption) are largely within the span of control of the City of Fort Collins. Combine these domains of control with the three areas of economic activity – resource efficiency, infrastructure investment, and innovation – and the result is a wider economy that provides better community outcomes (defined as high quality, resilient and inclusive). The City believes these areas of economic activity can be impacted in several ways including action taken by the City or encouraged through collaborative partners. Therefore, the City will use a working definition of the New Climate Economy (the “Climate Economy”) as: The synergistic results of economic activity and climate action strategies to increase economic opportunities and climate performance resulting in broad community benefit. Using recommendations from the Report, the City has identified four impact areas that address the challenges of climate change on the economy and which create opportunities for transformative action: Business Engagement, Technological Innovation, Capital Access/Development, and Business Adaptation. These impact areas will become the focus of the City’s Climate Economy efforts.  Business Engagement – Engage the business community regarding current and future decision points relative to impacts from the climate; and help to build the business- specific case for climate action strategies. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 8 of 50  Technological Innovation – Emphasize innovative solutions and technologies to encourage continued economic activity in a finite resource reality.  Capital Access/Development – Increase the amount of capital available to support the City’s identified initiatives and community investment in transitioning to a carbon neutral future.  Business Adaptation – Aid businesses in identifying and responding to impacts to their business from climate change. PROJECT OBJECTIVE, GOALS AND OUTCOMES The City’s Economic Health Strategic Plan, adopted in 2015, identified five key thematic areas of focus – Community Prosperity, Grow Our Own, Place Matters, Climate Economy, and Think Regionally. The EHSP establishes a foundation for the EHO to work in the Climate Economy space. However, it falls short of providing a strong action plan for the next five years and beyond. This project will overcome that deficiency by preparing a detailed five-year action plan related to the Climate Economy. OBJECTIVE: Prepare a five-year Action Plan related to developing the Climate Economy within the City of Fort Collins with an emphasis on four impact areas: Business Engagement, Technological Innovation, Capital Access/Development, and Business Adaptation. GOALS:  Increase the local understanding both internally and externally of the Climate Economy.  Verify, augment, and adjust (if necessary) the four identified impact areas for direct City involvement in encouraging the Climate Economy.  Build upon existing efforts to make the case for private sector participation in Climate Action and Adaptation – specifically address the net benefits of low-carbon infrastructure investment and energy efficiency investment. More specifically expand existing work to address the unique challenges of specific industries and operational environments (e.g., restaurants, manufacturers, distribution, craft beer, etc.)  Leverage the existing local “triple helix” partnerships between Colorado State University, the City and its Utility, and the private sector to support the community’s attainment of adopted 2020 and 2030 GHG emission goals.  Leverage external partnerships to understand and develop the City’s role and the role of the business community – partnerships should include the existing Industry Clusters especially the Clean Energy and Water Innovation clusters. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 9 of 50  Identify opportunities for private sector partners to create positive economic impacts from support the community’s attainment of adopted 2020 and 2030 GHG emission goals.  Develop clear metrics to evaluate the success, contribution, and overall impact of the Climate Economy across all three legs of the Triple Bottom line (social, economic, and environmental) in alignment with the City’s carbon reduction goals and Energy Policy. SCOPE OF WORK This request for proposals asks for a scope of work designed to craft a five-year Climate Economy Action Plan for the City of Fort Collins. The scope of work shall include the following outcomes: STRATEGIC PLANNING  Review Existing Plans – Complete a thorough review of the existing Economic Health Strategic Plan, Industry Cluster 2.0 document, Climate Action Plan Framework, Road to 2020 Documents, Energy Policy, and other relevant documents to obtain an understanding of context (a full set of documents will be provided to the selected consultant team).  Review Current Climate Economy Research – Prepare a thorough literature review, in a clear and concise format, of the Climate Economy topic – special emphasis should be placed on the role of municipalities and economic development entities.  Define/Refine the Climate Economy – Using the above literature review, engage with key private sector stakeholders and key City staff to develop a complete definition of the local Climate Economy.  Verify and/or Adjust Key Climate Economy Impact Areas – Using the above literature review, engage with key private sector stakeholders and key City staff to verify and/or adjust the four proposed Climate Action impact areas: Business Engagement, Technological Innovation; Capital Access/Development, and Business Adaptation.  Climate Economy Metrics – Develop a set of metrics to measure the success of City efforts within each of the proposed Climate Economy impact areas. These metrics should be coordinated and integrated into the City’s existing and evolving metrics system. CAPITAL ACCESS/DEVELOPMENT  Review Existing/Available Financing Tools – Working closely with the City’s Climate Economy Advisor and building upon existing City research, review the existing/available financing tools being used locally, regionally, nationally, and globally to support low carbon infrastructure investment, energy efficiency, and other similar investments. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 10 of 50  Assess and Recommend Target Financing Tools – Working closely with the City’s Climate Economy Advisor, prepare an assessment of the effectiveness and feasibility of the existing/available financing tools culminating in a recommendation of a limited set of financial tools to pursue for immediate use within the community. The assessment should include an estimate of the amount and timing of capital to be leveraged by tool. In addition, the assessment should provide guidance on implementing the tools at the City and in the community along with a resource guide for each.  Evaluate and Align Financing Tools with City Initiatives – Working closely with City staff, prepare matrix of the recommended financing tools aligning them with the City’s 31 identified Road to 2020 initiatives and the Climate Action Plan Framework plan’s suggestions for 2030 program and projects. BUSINESS ENGAGEMENT/ADAPTATION  Review Existing Business Engagement Efforts – Work with City staff to identify and review all existing business engagement efforts prior to beginning work on a proposed Business Engagement Strategy; recognizing that engagement spans beyond education, outreach, and marketing to include: partnerships, alliances, and direct relationships.  Engage with Key Business Stakeholders – Working with City staff, identify key business and private sector stakeholders and conduct a series of engagement events (e.g., focus groups, open houses, etc.) to understand their concerns, challenges, and motivations.  Innovation Summit Planning Assistance – Work closely with City staff to develop a Capital Innovation Track for the City’s upcoming Innovation Summit focused on Climate Action; use established contacts to aid in attracting national and/or international expertise to the event.  Evaluate and Summarize Business Risks of Climate Change – Working with local stakeholders and local experts (e.g., CSU, NREL, etc.), develop and evaluate a list of local risk factors from Climate Change specific to existing industries and businesses in Fort Collins.  Assess Workforce Training/Skills Building Opportunities – During engagement with stakeholders and local experts to develop a Business Engagement Strategy, also assess and evaluate the need for workforce training and skills building. This assessment should consider the demand for new “green” workers needed to meet the 2020 and 2030 GHG emission goals.  Identify New and/or Expanded Business Opportunities – Working primarily with key business and external stakeholders identify potential new and or expanded business opportunities related to supporting the community’s GHG emission goals. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 11 of 50 EXCLUSIONS The following tasks should not be a part of the proposed scope of work. City staff has previously conducted similar analyses or possesses this information:  Carbon Footprint Analysis – The City conducts an annual analysis of GHG emissions and compares to the 2005 baseline. In addition, the City has completed analyses of projected GHG emissions under different scenarios, including business as usual or the no action solution. Finally, the City has conducted analysis and is refining planning of how to achieve GHG emission reductions in order to meet its defined goals. As a result, the City understands in fairly specific terms the actions needed to achieve its 2020 goal. The 2015 Climate Action Plan Framework lays out one possible path to achieve the 2030 goal that will be refined moving forward. KEY DELIVERABLES The NCS team will work with the City of Fort Collins and the greater business community through the following recommended process and tasks in order to achieve these goals, and overall project goals. The scope of work will include the following Key Deliverables:  Climate Economy Action Plan – Prepare a concise Climate Economy Action Plan focused on the refined impact areas developed during the project. The plan should integrate into the City’s overall Climate Action Framework and on-going efforts to achieve its stated GHG emission reduction goals. The plan should address the following aspects: o Timeframe: The plan should focus on the timeframe leading up to the 2020 milestone with less detail on the timeline leading to the 2030 milestone. o Key Sections: To include but not limited to - Definition & Impact Areas, Financing Tools, Funding City Initiatives, Business Risks, Workforce Needs, Business Opportunities, and Metrics. o Impact Area Strategies: A list of strategies and action steps for each of the four identified and refined impact areas - Business Engagement, Technological Innovation, Capital Access/Development, and Business Adaptation.  Implementation Plan – Develop a matrix, chart, or table-based implementation plan that includes estimated costs, assignments, and timing related to specific tactics to deliver on the Climate Economy Action Plan. This implementation plan can include the designation of local and regional stakeholders as the owners of specific tasks. As such, the plan should clearly identify the City’s role on each action item and what entity has the lead.  Business Case – Develop a clear, concise and easily communicated business case for private sector participation in climate action strategies and investment in low carbon infrastructure and/or energy efficiency measures. The case should reflect a clear DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 12 of 50 understanding of business motivations and speak to known issues and concerns in the community (e.g., the fear of increased cost and no net benefit). The case should also be customized to address the unique challenges of specific industries and operational environments (e.g., restaurants, manufacturers, distribution, craft beer, etc.)  Business Engagement Strategy – In order to support the success of the Climate Economy Action Plan a business engagement strategy should also be developed as part of this project. The strategy may provide guidance to the EHO and Utilities customer connection team. At a minimum, the strategy should provide a clear path forward for engagement of a broad-based – in terms of business size and industry – set of business stakeholders. Special emphasis should be placed on forms of engagement such as partnerships, alliances, and direct relationships that can enable alignment between the public and private sectors. NCS will produce the key deliverables (above) based on the following task list, approaches and outputs: Phase 1: STRATEGIC PLANNING Task A) Initial Project Kick-off: Strategic Planning & Goal Setting At the beginning of the project, our team will meet with City of Fort Collins personnel and other recommended stakeholders to discuss project goals, clarify expectations and get general feedback on the desired direction to ensure that the work results in high-quality specifications for the city. During the planning meeting we will also review and identify additional stakeholders that will be instrumental in the creation of key deliverables related to the development of the plan. During this meeting we will develop and agree to the project schedule, as well as overall objectives, deliverables and communications protocol. This will include scheduling project check-ins, addressing scope considerations, and establishing key relationships, as well as identifying key stakeholders for initial and subsequent follow up interviews. Following the meeting, our team will provide Fort Collins with a complete project work plan including check-ins and updates on key milestones throughout the project. Our team will work to develop an overall strategy for stakeholder involvement and business engagement in a collaborative process with the key City staff. Expected targeted stakeholder meetings include the following at a minimum:  Initial Coordination Meeting: At this meeting, we will work with the City to finalize a detailed schedule of the project, identify important milestones with target dates, and finalize a detailed scope of services.  Define roles, identify decision making and communication protocols – To ensure seamless teamwork, the NCS team and the city will clearly define roles and responsibilities, identify the benchmarks that necessitate decision making and agree on reliable communication protocols. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 13 of 50  Progress Meetings: Progress meetings will be held periodically throughout the project. These meetings may occur via conference call or face-to-face depending on travel schedule, the needs of the particular meeting, and carbon footprint considerations.  Online timeline, progress chart and material library – City staff will have access to an up to date timeline and progress chart at all times. The materials collected and developed as part of this contract will be made available in an online repository of the City’s choosing.  Stakeholder Engagement strategy: Stakeholders have on the ground knowledge of Fort Collins that is often missed in desk research. They are also crucial to implementation. A robust stakeholder engagement strategy will be developed in collaboration with City Staff to ensure all relevant sectors are engaged initially, post analysis and before finalizing final recommendations. It is expected that there may be one on one, small group and presentations at existing groups stakeholder meetings. The final key stakeholder involvement strategy will be a collaboration between our team and relevant City staff.  City Council Presentations: The Consultant may need to attend meetings with City Council, to be agreed and arranged with City staff Outputs Summary report (word doc) of kick-off meeting notes, including project development goals Identification of key gatekeepers who will assist/participate in key project communications, including stakeholder engagement Draft and revised project work plan and schedule Summary of next steps and scheduled communications, and calendar of topical meetings over time Task B. Interview Key Project Stakeholders At the beginning of the project, the NCS team will work with Fort Collins to identify and meet with key personnel, as well as any relevant working groups or other stakeholders, in order to obtain input on focus areas and goals from various groups that will help to define the trajectory of the project, identify gaps, and/or help to refine outputs and/or process. These may include:  Key City Staff  Existing or potential climate and sustainability working groups or stakeholders  City Council meeting (if applicable); presentations will be developed in collaboration with City staff.  Other external agreed upon meetings (e.g. public or business) DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 14 of 50 In addition to reviewing overall project goals and obtaining general information on the current status and needs in Fort Collins, we will also use these meetings to identify information gaps to input into the process that may not otherwise be captured through existing reports or data sources. Dependencies  Identified stakeholders will be available to provide input  Key staff will assist with the organization and facilitation of events Outputs Identification of key stakeholders who will assist/participate in interviews; Completion of key project stakeholder interviews Summary report (word doc) of interviews conducted City Council presentations, where applicable Task C. Assess Current Condition Our team will conduct a thorough analysis of Fort Collins’s current conditions, including relevant baseline data, guidelines, policies and plans. In addition to drawing from our own expertise and taking into account the desires of the City, we will focus on information provided by Fort Collins, while referencing internal research in order to best leverage our recommendations uniquely for Fort Collins. This includes a thorough review of existing plans that are specific to Fort Collins, including the existing Economic Health Strategic Plan, Industry Cluster 2.0 document, Climate Action Plan Framework, Road to 2020 Documents, and other relevant documents to obtain an understanding of context. We will investigate the current status of each key subject area as identified in the RFP and compare existing municipality level initiatives to assess existing plans’ strengths and weaknesses, and form the basis for the formulation of viable recommendations for Fort Collins. Our team partner Integral Group has recently worked with Fort Collins Utility staff on the development of a low carbon district energy plan for the City Hall precinct. Working on this project has given our team insight into Fort Collins’ energy use and emissions factors for downtown buildings. This experience will help us during the initial phases to put much of the existing research into context. The NCS team will analyze other regions, including a review of development plans and best practices relevant to a climate economy. This will include a gap analysis of other leading sustainability and climate economy communities, including approaches, goals and accomplishments. We will identify comparable best practice efforts in terms of scale and effort, and determine how existing strategies can best be utilized and expanded upon locally. We will build off of existing City of Fort Collins research, stakeholder input, as well as our current work developing a national Climate Action Roadmap (www.climateactionroadmap.org) DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 15 of 50 for municipalities and our review of climate economy related practices to develop a GAP analysis. This will include a review of what types of community assets, types of capital (natural, historic, institutional, natural, human, etc.), types of businesses and sectors that can contribute to a climate economy. Key leverage points will be identified and used in forming final recommendations. This will allow us to apply widely accepted best practices, metrics and methodologies to arrive at a baseline climate economy profile for Fort Collins in key climate economy areas, to be determined in agreement with the city. In addition, we will conduct and prepare a literature review, in a clear and concise format, of the Climate Economy topic, with special emphasis at a high level on the role of municipalities and economic development entities, as well as financial and capital access issues. Our team proposes a four stream approach to address the question of what cities can do to encourage the development of the climate economy. The four tracks are broadly: (1) What are the ways that cities are “greening” existing traditional businesses to lower their emissions and become more resilient. These could be businesses like restaurants and breweries, retailers, manufacturers, etc. who are - or potentially can be - engaged in energy efficiency and transportation demand management, but usually thought of as “green”. (2) Literature review on how cities have attracted investment in “Green Tech” and new "Green Jobs.” These are businesses and jobs that make products or provide services that lower emissions or contribute positively to the environment. (3) Stakeholder engagement to ground truth findings, surface potential policy barriers and identify key leverage points to attract and retain climate economy businesses, mobilize underutilized resources, build long-term value, reduce systemic risk, encourage entrepreneurship in target sectors and maximize investment spent in local economy. (4) Secure a pro-bono assessment of Fort Collins public infrastructure resilience which will identify the public capital needs necessary to grow a climate economy. It is our understanding from the RFP that Fort Collins is interested in both greening existing businesses as well as developing a more resilient, climate economy, which we highly encourage. This process will result in the development of Fort Collins’ Climate Economy Action Plan, including a defined path and clear understanding on which to build. Dependencies  NCS team will meet with Fort Collins project manager(s) to identify potential plans and organizations to review  Fort Collins approval of WISRD (Whole Infrastructure Systems for Resilient Development) infrastructure assessment project DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 16 of 50  Fort Collins personnel will provide a full set of relevant documents regarding existing information, plans, data, etc.  Stakeholders in all key sectors will be available Outputs WISRD public infrastructure resilience report, if agreed with the City Detailed summary report of existing plans reviewed, including recommendations for improvement in measuring and monitoring key performance indicators (KPIs) Summary of Climate Economy literature review, with a special emphasis on the role of municipalities and economic development entities, as well as considerations around finance and capital access development Stakeholder interview/meeting notes Baseline summary of the City’s climate economy performance Summary report of identified current conditions citywide, as well as potential implications and implementation considerations List of personnel contacted and interviewed; additional background material including tools, case stories, and research Baseline climate economy profile, presented in a way that is analytically rigorous yet easily understood Task D. Define/Refine the Climate Economy Based on work completed and the outputs from previous tasks, including using the above literature review and stakeholder interview data, our team will engage with key private sector gatekeepers and key City staff to develop a complete definition of the local Climate Economy. We will design a business engagement process that begins with a working definition, which will be refined with key City staff, municipal and private sector stakeholders. To be determined in agreement with City staff. As part of this phase the NCS team will begin identifying a robust set of options for financing implementation of climate economy solutions and as appropriate introduce the City to potential private, and private-public financing partners through the following Task E activity. Through this process, we will work with the City of Fort Collins and key stakeholder group to verify and/or adjust the existing four proposed Climate Economy Impact Areas: (1) Business Engagement – How do we create a culture of collaboration on the climate economy in Fort Collins? How do we develop collective support and governance structures that help businesses of all sizes realize their sustainability goals? DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 17 of 50 (2) Technological Innovation – How do we get affordable green technologies into local business and how do we support local providers of green technology? (3) Capital Access/Development – How do we develop a robust list of financing options to provide market liquidity and working capital as well as encourage start-up and innovation investment in Fort Collins’ climate economy. (4) Business Adaptation – How do we create businesses that are ready to thrive in a changing climate? How does Fort Collins help to build the collective resilience among local businesses either through technology or stronger social connections and support. As a crucial part of this, our team will work with Fort Collins to develop Climate Economy Metrics. This will be a set of metrics to measure the success of City efforts within each of the proposed Climate Economy impact areas. These metrics should be coordinated and integrated into the City’s existing and evolving metrics system. The NCS team proposes to use the Business Energy and Emissions Profile (BEEP) tool that is specifically designed for Local Governments to use to engage key members of the business community on these topics. The BEEP creates a dynamic energy, emissions, and waste map that is business and industry focused. This mapping can be done by sector or by business size and helps to improve both engagement and climate economy capacity building programs. The development of a BEEP for Fort Collins is a unique legacy and value added service that our team is providing. After the study is complete and the program moves into implementation, Fort Collins will be able to use the BEEP to track progress over time. More information regarding the BEEP tool and our implementation partners, ClimateSmart, is detailed in Phase 3 of the project (Business Engagement/Adaptation) below. The data from BEEP can be matched with the existing parcel level analysis of Fort Collins building inventory provided by ICF/Symbiotic Engineering to develop a prioritized road map of SME climate economy engagement. By matching BEEP business sector climate solution data with building energy use, leverage points will hopefully be identified that can be used in developing a prioritized business engagement plan. This plan will highlight the areas that have the most potential for climate economic development. Dependencies  Identified stakeholders will be available to provide input into agreed meetings  Key staff will assist with the organization and facilitation of events  Access to Fort Collins parcel level energy data  Fort Collins personnel will be available to assist with data collection Outputs Complete definition of the local Climate Economy based on a shared vision DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 18 of 50 Set of four verified and/or adjusted Climate Action impact areas: Business Engagement, Technological Innovation; Capital Access/Development, and Business Adaptation. Developed set of metrics to measure the success of City efforts within each of the proposed Climate Economy impact areas, as coordinated and integrated into the City’s existing and evolving metrics system. Phase 2: CAPITAL ACCESS/DEVELOPMENT The NCS team will utilize our expertise in reviewing, assessing and advising business and municipality level investment, as well as finance/capital access. Our team has also developed and implemented Property Assessed Clean Energy (PACE) financing programs to fund energy efficiency and renewable energy projects. This will result in a thorough review of, and recommendations for financial and capital access tools that are unique to the City of Fort Collins. As appropriate, NCS will introduce the City to potential private or public-private financing partners. Additionally, NCS has recently acquired the Colorado Carbon Fund (CCF), and we are working directly with municipalities across Colorado to support local Climate and Community Benefit projects, which can provide non-tax sources of project revenue to cities by being funded through the CCF. We will work with Fort Collins to review opportunities and programs that may be supported by the Colorado Carbon Fund if this is of interest to the city. Task E: Finance Tools Assessment & Recommendations Building on extensive experience in helping both municipalities and businesses finance climate mitigation and sustainability initiatives (the two issues are not mutually exclusive and often complement one another!), our team will lead the review and assessment of existing and available financing tools. Building off of this work, we will collaborate closely with the city’s Climate Economy Advisor, in order to review the existing/available financing tools being used locally, regionally, nationally, and globally to support climate economy infrastructure investment, energy efficiency, innovation capital and other similar investments. This will include our own research, existing City research and new research. On the business side, we will work with key stakeholders and the city to specifically identify the best slate of financing tools that can be packaged to provide market liquidity and working capital for Fort Collins climate economy. Our experience in working with businesses to date has shown us that the largest funding gap exists for businesses who lease their work space, and occupy B and C class office space, small retail and light industrial. These businesses typically are short on the operating capital required to make improvements to their facilities, even if longer term savings can be demonstrated. In addition, split incentives between the landlord and the tenant create structural barriers to investing in EERE even when the working capital is available and the ROI is compelling. Our team will work closely with the city to assess and recommend target financing tools. We will prepare an assessment of the effectiveness and feasibility of the existing/available financing tools, and the final output will include a recommendation of a limited set of financial tools to DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 19 of 50 pursue for immediate use within the community. The assessment will include an estimate of the amount and timing of capital to be leveraged by the tool. In addition, the assessment will provide guidance on implementing the tools in the City and in the community along with a resource guide for each. Tools such as commercial PACE programs, on-bill financing, the establishment of local “green banks” or revolving loan funds can help overcome these issues and allow for innovation to occur in markets that are constrained by cash flow. Finally, we will evaluate and align financing tools with City initiatives. The NCS team approaches capital access and development from the perspective that the primary way to get ahead of climate change is to leverage large scale carbon reduction projects. We will focus on eliminating capital expenses and significant lifetime savings for clean energy and other climate economy solutions starting in month one. We will provide connectivity to aggregators of energy efficiency and renewable energy solutions. For example, we will explore the blended rate of return that allows delivery of a service contract payment (that includes O&M and the capital lease payment) below the cost of the offset carbon utility payment. Since these entities can fund 100% of the capital expense with investment grade funds with a long enough term, there are opportunities to beat grid parity, often at month one, at no capital expense to the municipality. The Fort Collins Utility and PRPA are a significant driver in the Fort Collins climate economy. The various innovative initiatives in Ft. Zed also show great promise. Our team will conduct a thorough review of these opportunities, including barriers to implementation. Our team will advise how to do this by working with key partners who can mobilize a multi- disciplinary ecosystem of manufacturers, integrators, contractors, and funding sources to generate immediate economic value and positive environmental impact for large public and private customers. This integrated approach can unlock energy efficiency measures on an unprecedented scale. The other potential opportunity we will review with key city staff is broad scale adoption through CECO and RECO policies. Matched with on-bill financing, this has the potential to make significant impact in Fort Collins by scaling smaller initiatives that can result in carbon reduction and job creation. Dependencies  Fort Collins will provide all of the existing/available financing tools being reviewed/used  The City Climate Economy Advisor and other key staff will be available to review the existing/available financing tools being used locally Outputs Report of financial tools assessment and recommended target financing tools and guidance on implementing the tools in the City and community along with a resource guide for each DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 20 of 50 Recommendations for no-to-low capital expenditure programs and partnerships; Introductions to potential partners as relevant Phase 3: BUSINESS ENGAGEMENT/ADAPTATION Fort Collins has taken significant strides to attract, incubate and grow clean energy enterprise, through initiatives such as the Colorado Clean Energy Cluster (CCEC) and ClimateWise. This includes its success in cross-cutting collaboration as exemplified by the CCEC's "triple helix" model, which has brought together cleantech businesses, Colorado State University and the City of Fort Collins. Additionally, the ClimateWise program has engaged with City businesses to educate and provide carbon reduction program implementation. Most frameworks for district-scale sustainable development look at the economic impacts of social and environmental projects, but fail to recognize or measure the impacts of green economic development. District-scale data allows us to identify the potential impact of helping businesses green their operations. It helps identify the potential impact of key infrastructure projects such as neighbourhood energy utilities and key policy initiatives such as waste bans, as well as design more effective programs for helping businesses collectively reduce their environmental footprints. The NCS team, including team partner ClimateSmart will leverage their revolutionary Business Energy and Emissions Profile (BEEP), in order to take these efforts to the next level with data driven metrics that have already been tried, tested and proven successful across multiple municipalities. Focusing on key industry sectors in the community's economy, a BEEP analysis helps better understand and engage businesses in transitioning to a low-carbon economy. BEEP analysis can be used as a benchmarking tool and planning document to assist Fort Collins in GHG emission reduction efforts. BEEP analysis is complementary to existing GHG emissions tracking documents and inventories, community energy and emissions plans, economic development, green business, and other sustainability reports. As a part of this process, our team will review existing Fort Collins efforts and outcomes, as well as engage directly with the business community, while creating an ongoing business engagement strategy, framework and toolkit through the following tasks. Task F) Review Existing Business Engagement Efforts Our team will work with City staff to identify and review existing business engagement efforts prior to beginning work on a proposed Business Engagement Strategy. We recognize that engagement spans beyond education, outreach, and marketing to include: partnerships, alliances, and direct relationships. We will first review the city’s current business engagement efforts. This will include revisiting the city’s goals and objectives for engagement. Does the city want to engage broadly to reach out to as many businesses as possible, or does the city want to be more targeted and try to prioritize businesses that have the greatest opportunities to save significant emissions or are already leaders in the climate economy? All of these goals will result in different engagement outcomes so it is important to review these materials with Fort Collins’ vision of success in mind. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 21 of 50 Once we have developed consensus on what the business engagement objectives are with Ft. Collin’s staff we can evaluate these efforts effectively and more objectively. Dependencies  All previous engagement efforts will be provided by the city in an organized manner  Fort Collins personnel will be available to assist in reviewing existing business engagement goals and objectives, and refine as needed Outputs Summary report of all existing business engagement efforts; Recommendations for ongoing business engagement activity Task G) Engage with Key Business Stakeholders Working with City staff, our team will identify key business and private sector stakeholders and conduct a series of engagement events (e.g., focus groups, open houses, etc.) to understand their concerns, challenges, and motivations. During these meetings our team will work with the City to build capacity within SMEs by training key staff to develop strategies for ongoing reductions in emissions and associated costs from energy, fuel and waste that create economic as well as environmental benefits through the Climate Smart program. We will provide identified small- and medium-sized enterprises (SMEs) with training, tools, and certification options (if desired by the City) to profitably reduce GHG emissions generated by their business operations. This collaborative approach to engaging SMEs will result in accelerating the reduction of community emissions and associated costs, report on cross-sectoral business climate action, and elevate municipal leadership on sustainability. Through this capacity building process, we will develop a more fully engaged and trained business community, as well as deliver a full Business Energy and Emissions Profile (BEEP) report that doubles as an ongoing management tool beyond the life of this project. In addition to a hard copy report, our team will create a digital BEEP, an interactive web-based dashboard that allows users to deeply explore BEEP data by sector, activity, business size, and geography. A digital BEEP dashboard will serve as a foundation for ongoing business engagement plans, measurement and management of ongoing carbon reduction efforts, and other relevant sustainability initiatives. It will also provide evidence-based trends and captivating visuals to engage colleagues, businesses and stakeholders on climate action. Dependencies  Identified stakeholders will be available to provide input into agreed meetings  Key staff will assist with the invitation, organization and facilitation of events DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 22 of 50 Outputs Identification of key stakeholders who will assist/participate in interviews; Completion of community stakeholder meetings Summary report (word doc) of interviews conducted Full Beep hard copy Report and interactive digital dashboard Task H) Innovation Summit Planning The NCS team will work closely with the City staff to develop a Capital Innovation Track for the City’s upcoming Innovation Summit focused on Climate Action. We will leverage well-established contacts to aid in attracting national and/or international expertise to the event, including NCS’s own President, L. Hunter Lovins, who is sought after globally to speak at climate action, sustainability, finance and innovation conferences, events and workshops. Dependencies  City staff will be available to provide input and support as needed in developing a Capital Innovation Track to the City’s Climate Action Innovation Summit Outputs Development of a Capital Innovation Track to the City’s upcoming Climate Action Innovation Summit I) Evaluate and Summarize Business Risks of Climate Change Working with local stakeholders and local experts (e.g., CSU, NREL, etc.), our team will evaluate and develop a list of local risk factors from climate change specific to existing industries and businesses in Fort Collins. We have very strong relations at CSU, NREL and other local key stakeholders and we will leverage that, along with decades of work in directly helping the private sector understand and address the many challenges, risks and opportunities around climate change. In addition, utilizing our technical expertise as a Rockefeller 100 Resilient Cities technical advisor, we will coordinate with research partners such as CSU and NREL to define a set of local climate risk factors for businesses over various time horizons. Dependencies  City staff will assist with coordinating local experts Deliverables Development of a a list of local risk factors from Climate Change specific to existing industries and businesses in Fort Collins DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 23 of 50 Task J) Assess Workforce Training/Skills Building Opportunities Along with the business engagement strategy and activity highlighted in Tasks F) and G), we will also assess and evaluate the need for workforce training and skills building. This assessment will consider the demand for new “green” workers needed to meet the 2020 and 2030 GHG emission goals. As mentioned, we believe strongly and have the experience to deliver key, local perspective driven recommendations for developing a transition to a green economy, including workforce training and skills building. While focussing on unique Fort Collins conditions, our own team will bring in a perspective and experience that is uniquely global in this area. Outputs Green Workforce training/skills building recommendations Task K) Identify New and/or Expanded Business Opportunities In addition to working with the City to identify and help build strategic workforce capacity to meet the impending green economy, we will work with key business and external stakeholders to identify potential new and/or expanded business opportunities related to supporting the community’s GHG emission goals. Our team will build upon global research regarding where opportunities lie for business, with real world, baseline data, such as the derivatives of Climate Smart’s BEEP model. This includes identification of a direct correlation between business carbon reduction activity and profitability, as well as identification of green(er) businesses by and across sectors, including savings and growth opportunities within. Dependencies City staff will assist with identifying and coordinating key business and external stakeholders Outputs Recommendations around potential new and/or expanded business opportunities related to supporting the community’s GHG emission goals. List of Overall Deliverables In addition to deliverables listed on page 7, and in each task section of the scope of work, the NCS team will support the delivery of a Fort Collins Climate Economy Action Plan and related documents that will clearly articulate the city’s vision, as well as provide a blueprint for achieving its climate economy goals. The plan will be specific and comprehensive, and it will identify and address the key elements of city and business community needs as identified in the RFP the NCS proposal. As a part of this, the following reports and management tools will be provided to the City of Fort Collins by the end of the project: Climate Economy Action Plan – Concise Climate Economy Action Plan focused on the refined impact areas developed during the project. The plan will integrate into the City’s overall Climate DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 24 of 50 Action Framework and ongoing efforts to achieve its stated GHG emission reduction goals. The plan will address the following aspects:  Timeframe: The plan will focus on the timeframe leading up to the 2020 milestone with less detail on the timeline leading to the 2030 milestone.  Key Sections: To include but not limited to - Definition & Impact Areas, Financing Tools, Funding City Initiatives, Business Risks, Workforce Needs, Business Opportunities, and Metrics.  Impact Area Strategies: A list of strategies and action steps for each of the four identified and refined impact areas - Business Engagement, Technological Innovation, Capital Access/Development, and Business Adaptation. Implementation Plan – This will include a developing matrix, chart, or table-based implementation plan that includes estimated costs, assignments, and timing related to specific tactics to deliver on the Climate Economy Action Plan. This implementation plan may include the designation of local and regional stakeholders as the owners of specific tasks, and will clearly identify the City’s role on each action item and what entity has the lead. Business Case – We will provide a clear, concise and easily communicated business case for private sector participation in climate action strategies and investment in low carbon infrastructure and/or energy efficiency measures. The case will reflect a clear understanding of business motivations and speak to known issues and concerns in the community (e.g., the fear of increased cost and no net benefit). The case will also be customized to address the unique challenges of specific industries and operational environments (e.g., restaurants, manufacturers, distribution, craft beer, etc.) Business Engagement Strategy – In order to support the success of the Climate Economy Action Plan, a business engagement strategy will also be developed as part of this project. The strategy may provide guidance to departments and key stakeholders. This will include a clear path forward for engagement of a broad-based – in terms of business size and industry – set of business stakeholders, and based on the BEEP toolkit which will be available into the future. Special emphasis will be placed on engagement such as partnerships, alliances, and direct relationships that can enable alignment between the public and private sectors. Business Energy and Emissions Profile (BEEP) Report & Online Dashboard – We will provide a Business Energy and Emissions Profile, which will provide the City of Fort Collins with a baseline of business community emissions in the form of a report accompanied by an interactive digital dashboard. Focusing on key industry sectors in the community's economy, a BEEP analysis helps better understand and engage businesses in transitioning to a low-carbon economy. It can be used as a benchmarking tool and planning document to assist communities in GHG emission reduction efforts. The BEEP will provide the City of Fort Collins with:  A snapshot and sector profile of the business energy and emissions within the community by industry sector, including spatial data views at a granular (city block) level  GHG emissions projections by sector and activity (building energy use, transportation, and waste). DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 25 of 50  Data on the highest emitting industry sectors, pointing to reduction opportunities and projecting potential impact within the local economy.  Maps can be adjusted to highlight industrial sectors, business activity, and business size;  Customizable with capability to add modules by community, neighborhood, municipality BEEP will also serve as the foundation for engagement of local business communities and includes:  Data on motivation for businesses to take on carbon measurement and reduction initiatives (overall and by sector).  Data on reduction strategies implemented by Climate Smart certified businesses (overall and by sector).  Case studies highlighting how businesses in the focus sectors are cost-effectively reducing their emissions After the Climate Economy Action Plan has been finalized, NCS will remain available for general assistance and follow-up to implementation of the plan in order to ensure success. Change orders: During NCS’s performance of services pursuant to this project, the City of Fort Collins may request that NCS implement a change to the scope, approach or deliverables that have been previously agreed upon by the parties, or the City may request that NCS perform a service that is outside the scope of the services defined in this statement of work. Alternatively, a change may become necessary as a result of the assumptions set forth in the proposal, an unanticipated event that affects the City’s needs or requirements. Upon the occurrence of any of these events, NCS will Fort Collins with a proposed Change Order describing any changes to the project objectives, scope, approach and deliverables, as well as the impact on project activities, schedule, fees, expenses and staffing. Each party will indicate acceptance by signing the change order. NCS will proceed with the proposed changes once both parties have signed the Change Order. Upon its execution by both parties, the Scope Change Order will become a part of this statement of work for all further purposes. XXXX End of finalized, negotiated work product and deliverables. Original RFP content and NCS response, below: AREAS OF EXPERTISE The City is looking for interdisciplinary teams that possess the following areas of expertise in order to assist in achieving the above outcomes. All submissions should demonstrate a clear understanding, experience, and capability in these areas of expertise. Selection preference will be given to the team that demonstrates a unique and creative approach to developing the Climate Economy Action Plan.  Private Industry Experience DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 26 of 50 The Consultant(s) shall possess relevant private industry experience, either in the form of business experience or through consulting engagements. The experience should focus on business processes related to reducing operating costs through energy efficiency or low carbon investments. In addition, this experience should include success in addressing business concerns with these type of improvements and investments.  Capital Markets The Consultant(s) shall possess experience and understanding of the capital markets related to green finance, energy efficiency, low carbon investing, and impact investing. This experience can come from business experience, consulting engagements, or other professional experience. Special consideration will be given to Consultant(s) whose experience includes developing and implementing new financial tools within these capital markets.  Project Financing The Consultant(s) shall possess experience developing, negotiating, and closing project financing for energy efficiency, low carbon infrastructure, and/or other forms of green projects. Special consideration will be given to those Consultant(s) with direct experience working on behalf of a municipality and businesses. Experience conducting financial feasibility analysis or project financing assessment will not be considered sufficient.  Business Engagement The Consultant(s) shall possess national experience developing business engagement strategies for the public sector. This experience should include work directly related to the Climate Action, Green Energy, Energy Efficiency or similar fields. MEETINGS AND PUBLIC PROCESS The project will be a collaboration of City staff, key stakeholders, and the Consultant requiring coordination and review throughout the project. The Consultant will be expected to participate in several types of meetings (not all members of the team may need to attend all meetings). City staff anticipates that an overall strategy for stakeholder involvement will be developed in a collaborative process with the selected Consultant.  Initial Coordination Meeting: At this meeting, the City and the Consultant will finalize a detailed schedule of the project, identify important milestones with target dates, and finalize a detailed scope of services.  Progress Meetings: Progress meetings will be held periodically throughout the project. These meetings may occur via conference call or face-to-face depending on the travel schedule of the Consultant associated with the project.  Key Stakeholder Meetings: The City anticipates there may be a number of key stakeholder meetings. The final key stakeholder involvement plan will be a collaboration between City staff and the selected Consultant. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 27 of 50  City Council Presentations: The Consultant may need to attend meetings with City Council; specifics will be included in the final scope of services developed by City staff and the selected Consultant. Professional’s Response to RFP: 1) Methods and Approach Project Approach Fort Collins is making great strides with regard to sustainable development at a municipality level, as evidenced by its existing ambitious commitment to reducing Greenhouse Gases and its impressive target of carbon neutrality by 2050, as well as the city’s identification of 31 initiatives for achieving its 2020 carbon reduction goal. Moving beyond its own operations, fleets and facilities, the city is prepared to aggressively pursue additional significant gains based on its influence on land use and energy. This can occur by combining these domains of control with the three areas of economic activity – resource efficiency, infrastructure investment, and innovation – through direct business engagement and partnerships, resulting in a more prosperous, resilient and inclusive “ecological” climate economy. At NCS, our team works with pioneering organizations and communities, similar to Fort Collins, to develop and enhance strategic climate plans with strong economic viability. What sets our team apart is that we only engage in partnerships that promote the implementation of genuine sustainability profitably. NCS is able to provide tangible and actionable steps for organizations and communities in a way that allows them to address climate change today, while empowering them to manage their programs well into the future. A key challenge for Fort Collins, like many communities, is to determine the best and most cost efficient approach to carbon reduction methods that also help grow the local economy, including addressing access to financial mechanisms. In order to address this challenge NCS will work to prioritize partnerships with local businesses that are most cost effective, feasible, and relevant for Fort Collins to be able to reduce GHG emissions, integrate a “climate economy” in all areas, and create a resilient and more prosperous future for the local community. We will be able to leverage our current research developing the national Climate Action Roadmap for municipalities, which will be an online climate action gap analysis across the country, a roadmap white paper, and an open-source grouping of tools and resources for cities to supercharge their climate economy. The beta site is available at www.climateactionroadmap.org. Our team has reviewed the Request for Proposal (RFP) and related documents provided by Fort Collins and have developed a method for achieving the City’s desired outcomes for a five year Climate Economy Action Plan with an eye to 2030, including enhanced business engagement. We have the good fortune of extensive past leadership experience working directly with the private sector in addressing climate change and sustainability challenges, as well as working with and through numerous municipality and larger institutional partners. We will build upon existing data, research, baselines, industry trends, business engagement and partnerships within Fort Collins and beyond,as well as tapping into our own expertise, resources, and continued research in the areas identified in the RFP and this proposal. Because we have not worked with Fort Collins directly on its existing sustainability and climate plans and reports, our team is able to approach this project with fresh, objective eyes that DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 28 of 50 include decades of national leadership experience in this arena, yet being based locally, providing us with an intimate understanding of Colorado urban and rural areas. Our approach is informed by decades of experience developing and evaluating municipality and organizational sustainability and climate action plans, as well as furthering sustainability with communities, businesses, and organizations alike through direct implementation support. A key component of our approach is how we build both from the top down by identifying areas of opportunity for improved sustainability management, as well as from the bottom up by engaging and capturing input from community stakeholders. This approach results in a project that: It is assumed that the project will be a collaboration between our team with City staff and key business and community stakeholders, and we have extensive experience in coordinating and reviewing process and progress throughout project lifecycles. It is understood that we will be expected to participate in several types of meetings, and we will provide all relevant team members according to the topic and needs of any particular meeting. We will work to develop an overall strategy for stakeholder involvement in a collaborative process with the City staff at the very beginning of project kickoff as detailed below in the Scope of Work. This includes an initial coordination meeting, progress meetings, key stakeholder meetings, and City Council presentations. The output of this effort will provide Fort Collins with an updated, progressive and actionable climate economy plan that directly engages with the private sector, with a clear picture of how best to invest in and implement the plan to deliver tangible value to the community. The following section details how this will manifest throughout the lifecycle of the project. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 29 of 50 Business Engagement Process Example of our process engaging with local businesses in order to rapidly achieve carbon reduction strategies and activities Scope of Work Phase 1: STRATEGIC PLANNING As stated in the RFP, it is understood that the overall Goals and Objectives of this initial phase of the project include the following:  Review Existing Plans – Complete a thorough review of the existing Economic Health Strategic Plan, Industry Cluster 2.0 document, Climate Action Plan Framework, Road to 2020 Documents, Energy Policy, and other relevant documents provided by the City  Review Current Climate Economy Research – Prepare a thorough literature review, in a clear and concise format, of the Climate Economy topic within the context of the role of municipalities and economic development entities DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 30 of 50  Define/Refine the Climate Economy – Using the above literature review, engage with key private sector stakeholders and key City staff to develop a complete definition of the local Climate Economy  Verify and/or Adjust Key Climate Economy Impact Areas – Using the above literature review, engage with key private sector stakeholders and key City staff to verify and/or adjust the four proposed Climate Action impact areas: Business Engagement, Technological Innovation; Capital Access/Development, and Business Adaptation  Climate Economy Metrics – Develop a set of metrics to measure the success of City efforts within each of the proposed Climate Economy impact areas, to be coordinated and integrated into the City’s existing and evolving metrics system The NCS team will work with the City of Fort Collins and the greater business community through the following recommended process and tasks in order to achieve these goals, and overall project goals. Task A) Initial Project Kick-off: Strategic Planning & Goal Setting At the beginning of the project, our team will meet with City of Fort Collins personnel and other recommended stakeholders to discuss project goals, clarify expectations and get general feedback on the desired direction to ensure that the work results in high-quality specifications for the city. During the planning meeting we will also review and identify additional stakeholders that will be instrumental in the creation of key deliverables related to the development of the plan. During this meeting we will develop and agree to the project schedule, as well as overall objectives, deliverables and communications protocol. This will include scheduling project check-ins, addressing scope considerations, and establishing key relationships, as well as identifying key stakeholders for initial and subsequent follow up interviews. Following the meeting, our team will provide Fort Collins with a complete project work plan including check-ins and updates on key milestones throughout the project. Our team will work to develop an overall strategy for stakeholder involvement and business engagement in a collaborative process with the key City staff. Expected targeted stakeholder meetings include the following at a minimum:  Initial Coordination Meeting: At this meeting, we will work with the City to finalize a detailed schedule of the project, identify important milestones with target dates, and finalize a detailed scope of services.  Progress Meetings: Progress meetings will be held periodically throughout the project. These meetings may occur via conference call or face-to-face depending on travel schedule, the needs of the particular meeting, and carbon footprint considerations. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 31 of 50  Key Stakeholder Meetings: It is expected that there may be a number of key stakeholder meetings. The final key stakeholder involvement plan will be a collaboration between our team and relevant City staff.  City Council Presentations: The Consultant may need to attend meetings with City Council; specifics will be included in the final scope of services developed by City staff and our team. Deliverables Summary report (word doc) of kick-off meeting notes, including project development goals Identification of key stakeholders who will assist/participate in key project communications, including stakeholder interviews Draft and revised project work plan and schedule Summary of next steps and scheduled communications, and calendar of topical meetings over time Task B. Interview Key Project Stakeholders At the beginning of the project, the NCS team will work with Fort Collins to identify and meet with key personnel, as well as any relevant working groups or other stakeholders, in order to obtain input on focus areas and goals from various groups that will help to define the trajectory of the project, identify gaps, and/or help to refine outputs and/or process. These may include:  Key City Staff  Existing or potential climate and sustainability working groups or stakeholders  City Council meeting (if applicable);  Other external agreed upon meetings (e.g. public or business) In addition to reviewing overall project goals and obtaining general information on the current status and needs in Fort Collins, we will also use these meetings to identify information gaps to input into the process that may not otherwise be captured through existing reports or data sources. Assumptions  Identified stakeholders will be available to provide input into agreed interviews  Key staff will assist with the organization and facilitation of events DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 32 of 50 Deliverables Identification of key stakeholders who will assist/participate in interviews; Completion of key project stakeholder interviews Summary report (word doc) of interviews conducted Task C. Assess Current Condition Our team will conduct a thorough analysis of Fort Collins’s current conditions, including relevant baseline data, guidelines, policies and plans. In addition to drawing from our own expertise and taking into account the desires of the City, we will focus on information provided by Fort Collins, while referencing internal research in order to best leverage our recommendations uniquely for Fort Collins. This includes a thorough review of existing plans that are specific to Fort Collins, including the existing Economic Health Strategic Plan, Industry Cluster 2.0 document, Climate Action Plan Framework, Road to 2020 Documents, and other relevant documents to obtain an understanding of context. We will investigate the current status of each key subject area as identified in the RFP and compare existing municipality level initiatives to assess existing plans’ strengths and weaknesses, and form the basis for the formulation of viable recommendations for Fort Collins. Our team partner Integral Group has recently worked with Fort Collins Utility staff on the development of a low carbon district energy plan for the City Hall precinct. Working on this project has given our team insight into Fort Collins’ energy use and emissions factors for downtown buildings. This experience will help us during the initial phases to put much of the existing research into context. The NCS team will analyze other regions, including a review of sustainability plans and best practices from cities of comparable size and demographics. This will include a gap analysis of other leading sustainability and climate economy communities, including approaches, goals and accomplishments. We will identify comparable best practice efforts in terms of scale and effort, and determine how existing strategies can best be utilized and expanded upon locally. This will build off of existing City of Fort Collins research, as well as our current work developing a national Climate Action Roadmap (www.climateactionroadmap.org) for municipalities that is based on a GAP analysis across the country. This will allow us to apply widely accepted best practices, metrics and methodologies to arrive at a baseline climate economy profile for Fort Collins in key climate economy areas including, but not limited to: energy and buildings, emissions, renewable energy, waste, recycling, transportation, land use, water, air, procurement, economic development, community health and finance. In addition, we will conduct and prepare a thorough literature review, in a clear and concise format, of the Climate Economy topic, with special emphasis on the role of municipalities and economic development entities, as well as financial and capital access issues. Our team proposes a two stream approach to address the question of what cities can do to encourage the development of the climate economy. The two tracks are broadly: DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 33 of 50 (5) What are the ways that cities are “greening” existing traditional businesses to lower their emissions and become more resilient. These could be businesses like restaurants and breweries, retailers, manufacturers, etc. who are - or potentially can be - engaged in energy efficiency and transportation demand management, but usually thought of as “green”. (6) Literature review on how cities have attracted investment in “Green Tech” and new "Green Jobs.” These are businesses and jobs that make products or provide services that lower emissions or contribute positively to the environment. It is our understanding from the RFP that Fort Collins is interested in both greening existing businesses as well as developing a more resilient, climate economy, which we highly encourage. We will build off of our team’s experience researching, reviewing and developing climate action plans and programs across the U.S., in order to support the development of Fort Collins’ Climate Economy Action Plan. This includes having completed research on, and developed relationships with, officials in municipalities locally to across the nation. From this analysis and understanding of current frameworks in various regions, our team has built a database of successful measures and, equally important, measures that towns and cities found to be ineffective. This information will provide a defined path and clear understanding on which to build. Assumptions  NCS team will meet with Fort Collins project manager(s) to identify potential plans and organizations to review  Fort Collins personnel will provide a full set of relevant documents regarding existing information, plans, data, etc. Deliverables Detailed summary report of existing plans reviewed, including recommendations for improvement in measuring and monitoring key performance indicators (KPIs) Summary of Climate Economy literature review, with a special emphasis on the role of municipalities and economic development entities, as well as considerations around finance and capital access development Baseline summary of the City’s climate economy performance Summary report of identified current conditions citywide, as well as potential implications and implementation considerations List of personnel contacted and interviewed; additional background material including tools, case stories, and research DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 34 of 50 Baseline climate economy profile, presented in a way that is analytically rigorous yet easily understood Task D. Define/Refine the Climate Economy Based on work completed and the outputs from previous tasks, including using the above literature review, our team will engage with key private sector stakeholders and key City staff to develop a complete definition of the local Climate Economy. Our team has decades of leadership experience in this area, including designing a stakeholder process that begins with a researched definition that is then refined with key stakeholder engagement through at least one stakeholder workshop. This will be inclusive of key City staff, municipal and private sector stakeholders Most recently, for example, our leadership team was lead facilitator for Mayor Michael B. Hancock's Sustainable Denver Summit in December 2015, which brought together leaders from business, advocacy groups and other NGOs, municipal government and residents to develop and announce commitments for new and expanded initiatives in 2016. In order to achieve commitments needed to reach Denver’s 2020 Sustainability goals, we facilitated over 130 city stakeholders in the Sustainable Denver Energy Roundtable Track in securing energy and carbon mitigation commitments from all sectors of the Denver Metro area. The goal was to develop a roadmap that will help Denver achieve its ambitious 2020 Community Sustainability Goals. We will build upon proven methods such as this in working with key Fort Collins stakeholder groups. Through this process, we will work with the City of Fort Collins and key private sector stakeholder groups to verify and/or adjust the existing four proposed Climate Economy Impact Areas: (5) Business Engagement – How do we create a culture of collaboration on the climate economy in Fort Collins? How do we develop collective support and governance structures that help businesses of all sizes realize their sustainability goals? (6) Technological Innovation – How do we get affordable green technologies into local business and how do we support local providers of green technology? (7) Capital Access/Development – How do we create financial structures to encourage investment and innovation in the climate economy? (8) Business Adaptation – How do we create businesses that are ready to thrive in a changing climate? How does Fort Collins help to build the collective resilience among local businesses either through technology or stronger social connections and support. As a crucial part of this, our team will work with Fort Collins and key stakeholders to develop Climate Economy Metrics. This will be a set of metrics to measure the success of City efforts within each of the proposed Climate Economy impact areas. These metrics should be coordinated and integrated into the City’s existing and evolving metrics system. The NCS team proposes to use the Business Energy and Emissions Profile (BEEP) tool that is specifically designed for Local Governments to use to engage key members of the business community on these topics. The BEEP creates a dynamic energy, emissions, and waste map DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 35 of 50 that is business and industry focused. This mapping can be done by sector or by business size and helps to improve both engagement and climate economy capacity building programs. The development of a BEEP for fort Collins is a unique legacy and value added service that our team is providing. After the study is complete and the program moves into implementation, Fort Collins will be able to use the BEEP to track progress over time. More information regarding the BEEP tool and our implementation partners, ClimateSmart, is detailed in Phase 3 of the project (Business Engagement/Adaptation) below. Assumptions  Identified stakeholders will be available to provide input into agreed meetings  Key staff will assist with the organization and facilitation of events  Fort Collins personnel will be available to assist with data collection Deliverables Complete definition of the local Climate Economy based on a shared vision Set of four verified and/or adjusted Climate Action impact areas: Business Engagement, Technological Innovation; Capital Access/Development, and Business Adaptation. Developed set of metrics to measure the success of City efforts within each of the proposed Climate Economy impact areas, as coordinated and integrated into the City’s existing and evolving metrics system. Phase 2: CAPITAL ACCESS/DEVELOPMENT In addition to global leadership in climate mitigation, energy and sustainability advising, the NCS team will utilize our expertise in reviewing, assessing and advising business and municipality level investment, as well as finance/capital access. Our team has also developed and DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 36 of 50 implemented Property Assessed Clean Energy (PACE) financing programs to fund energy efficiency and renewable energy projects. This will result in a thorough review of, and recommendations for financial and capital access tools that are unique to the City of Fort Collins. Additionally, NCS has recently acquired the Colorado Carbon Fund (CCF), and we are working directly with municipalities across Colorado to support local Climate and Community Benefit projects, which can provide non-tax sources of project revenue to cities by being funded through the CCF. We will work with Fort Collins to review opportunities and programs that can be supported by the Colorado Carbon Fund if this is of interest to the city. Task E: Finance Tools Assessment & Recommendations Building on extensive experience in helping both municipalities and businesses finance climate mitigation and sustainability initiatives (the two issues are not mutually exclusive and often complement one another!), our team will lead the review and assessment of existing and available financing tools. The below chart provides a snapshot of a very comprehensive building retrofit financing assessment and recommendations matrix our team completed for another Colorado municipality. Building off of this work, we will collaborate closely with the city’s Climate Economy Advisor, in order to review the existing/available financing tools being used locally, regionally, nationally, and globally to support low carbon infrastructure investment, energy efficiency, and other similar investments. This will include our own research, existing City research and new research. On the business side, we will work with key stakeholders and the city to specifically identify the best financing tools that will have the most impact within Ft. Collins. Our experience in working with businesses to date has shown us that the largest funding gap exists for businesses that occupy B and C class space. These businesses typically are short on the operating capital required to make improvements to their facilities, even if longer term savings can be demonstrated. Additionally, our team will work closely with the City’s Climate Economy Advisor in order to assess and recommend target financing tools. We will prepare an assessment of the Financing Mechanism Brief Description Examples Ease of Implementation Charitable Annuity Fund Non profit establishes an energy efficiency improvement fund. Local investors provide the funding and receive a specified rate of return plus tax write off. Fund then provides financincing for EE improvements Google.org, Princeton Endowment, The Gates Foundation 4 Green Investor Group Group of investors in a pool provide financing for energy efficiency projects The Energy Efficiency Partnership of Greater Washington D.C.; The Clinton Climate Initiative; The Cambridge Energy Alliance 4 Green CD Investment mechanism for Green Projects where a percentage of investment in a CD goes to fund green projects Peoples Bank/Community Connections 3 Peer-to-Peer Lending Micro loans where individuals provide the financing for ee improvements to others Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 37 of 50 effectiveness and feasibility of the existing/available financing tools, and the final output will include a recommendation of a limited set of financial tools to pursue for immediate use within the community. The assessment will include an estimate of the amount and timing of capital to be leveraged by the tool. In addition, the assessment will provide guidance on implementing the tools in the City and in the community along with a resource guide for each. Tools such as commercial PACE programs, the establishment of local “green banks” or revolving loan funds can help overcome these issues and allow for innovation to occur in markets that are constrained by cash flow. Finally, we will evaluate and align financing tools with City initiatives. Working closely with City staff, our team will prepare a matrix of the recommended financing tools aligning them with the City’s 31 identified initiatives to achieving the 2020 carbon reduction goal and the Climate Action Plan Framework’s suggestions for 2030 programs and projects. The NCS team approaches capital access and development from the perspective that the primary way to get ahead of climate change is to leverage large scale carbon reduction projects. Our belief is that municipalities should not pay one dime of capital expense for clean energy and other climate economy solutions, and in fact they can save money starting month 1 and enjoy significant lifetime savings. How does this work? Our team, including key on-call advisors, will provide deep insight and connectivity to aggregators of numerous energy efficiency and renewable energy solutions. For example, we will explore the blended rate of return that allows delivery of a service contract payment (that includes O&M and the capital lease payment) below the cost of the offset carbon utility payment. Since these entities can fund 100% of the capital expense with investment grade funds with a long enough term, there are opportunities to beat grid parity, often at month one, at no capital expense to the municipality. This allows municipalities to super-size their carbon reduction initiatives at no net cost—the clean energy holy grail! Our team will advise how to do this by working with key partners who can mobilize a multi- disciplinary ecosystem of manufacturers, integrators, contractors, and funding sources to generate immediate economic value and positive environmental impact for large public and private customers. This integrated approach can unlock energy efficiency measures on an unprecedented scale. Assumptions  Fort Collins will provide all of the existing/available financing tools being reviewed/used  The City Climate Economy Advisor and other key staff will be available to review the existing/available financing tools being used locally Deliverables Report of financial tools assessment and recommended target financing tools, including an estimate of the amount and timing of capital to be leveraged by the tool, and guidance on implementing the tools in the City and community along with a resource guide for each DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 38 of 50 Matrix and summary report aligning F=financing tools with City initiatives, including alignment with the City’s 31 identified Road to 2020 initiatives and the Climate Action Plan Framework’s suggestions for 2030 programs and projects Recommendations for no to low capital expenditure programs and partnerships; Introductions to potential partners as relevant Phase 3: BUSINESS ENGAGEMENT/ADAPTATION Fort Collins has taken significant strides to attract, incubate and grow clean energy enterprise, through initiatives such as the Colorado Clean Energy Cluster (CCEC). This includes its success in cross-cutting collaboration as exemplified by the CCEC's "triple helix" model, which has brought together cleantech businesses, Colorado State University and the City of Fort Collins. Additionally, the ClimateWise program has engaged with City businesses to educate and provide carbon reduction program implementation. Most frameworks for district-scale sustainable development look at the economic impacts of social and environmental projects, but fail to recognize or measure the impacts of green economic development. District-scale data allows us to identify the potential impact of helping businesses green their operations. It helps identify the potential impact of key infrastructure projects such as neighbourhood energy utilities and key policy initiatives such as waste bans, as well as design more effective programs for helping businesses collectively reduce their environmental footprints. Given our team’s extensive experience in developing data driven business engagement, carbon measurement/mapping and reduction strategies, including team partner ClimateSmart’s revolutionary Business Energy and Emissions Profile (BEEP), our team proposes to help take these efforts to the next level with data driven metrics that have already been tried, tested and proven successful across multiple municipalities. Climate Smart has worked with over 800 small to medium-sized businesses (SMEs) to help them reduce their GHG footprints, resulting in a unique, aggregated dataset that sheds light on DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 39 of 50 SME emissions. This includes using aggregated data to help eight cities create a projected baseline of their business community emissions. This BEEP – business energy and emissions profile – is a report accompanied by an interactive digital dashboard. Focusing on key industry sectors in the community's economy, a BEEP analysis helps better understand and engage businesses in transitioning to a low-carbon economy. BEEP analysis can be used as a benchmarking tool and planning document to assist communities in GHG emission reduction efforts. BEEP analysis is complementary to existing GHG emissions tracking documents and inventories, community energy and emissions plans, economic development, green business, and other sustainability reports. Building on these tools and our experience in cross cutting collaboration between business, municipalities and universities, our team will review existing Fort Collins efforts and outcomes, as well as engage directly with the business community, while creating an ongoing business engagement strategy, framework and toolkit, as described in the following sections. Task F) Review Existing Business Engagement Efforts Our team will work with City staff to identify and review all existing business engagement efforts prior to beginning work on a proposed Business Engagement Strategy. We recognize that engagement spans beyond education, outreach, and marketing to include: partnerships, alliances, and direct relationships. We will first review the city’s current business engagement efforts. This will include revisiting the city’s goals and objectives for engagement. Does the city want to engage broadly to reach out to as many businesses as possible, or does the city want to be more targeted and try to prioritize businesses that have the greatest opportunities to save significant emissions or are already leaders in the climate economy? All of these goals will result in different engagement outcomes so it is important to review these materials with Fort Collins’ vision of success in mind. Once we have developed consensus on what the business engagement objectives are with Ft. Collin’s staff we can evaluate these efforts effectively and more objectively. Assumptions  All previous engagement efforts will be provided by the city in an organized manner  Fort Collins personnel will be available to assist in reviewing existing business engagement goals and objectives, and refine as needed Deliverables Summary report of all existing business engagement efforts; Recommendations for ongoing business engagement activity Task G) Engage with Key Business Stakeholders Working with City staff, our team will identify key business and private sector stakeholders and conduct a series of engagement events (e.g., focus groups, open houses, etc.) to understand their concerns, challenges, and motivations. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 40 of 50 During these meetings our team will work with the City to build capacity within SMEs by training key staff to develop strategies for ongoing reductions in emissions and associated costs from energy, fuel and waste that create economic as well as environmental benefits through the Climate Smart program. We will provide identified small- and medium-sized enterprises (SMEs) with training, tools, and certification (if desired by the City) to profitably reduce GHG (greenhouse gas) emissions generated by their business operations. This collaborative approach to engaging SMEs will result in accelerating the reduction of community emissions and associated costs, report on cross-sectoral business climate action, and elevate municipal leadership on sustainability. This includes engaging with the business community to develop a Business Energy and Emissions Profile (BEEP). Through this capacity building process, we will develop a more fully engaged and trained business community, as well as deliver a full BEEP report that doubles as an ongoing management tool beyond the life of this project. In addition to a hard copy report, our team will create a digital BEEP, an interactive web-based dashboard that allows users to deeply explore BEEP data by sector, activity, business size, and geography. A digital BEEP dashboard is an extension of the BEEP report, providing an interactive visualization tool with actionable data that can serve as a foundation for ongoing business engagement plans, measurement and management of ongoing carbon reduction efforts, and other relevant sustainability initiatives. This digital BEEP dashboard provides our partners with evidence-based trends and captivating visuals to engage colleagues, businesses and stakeholders on climate action. Key functions of the interactive dashboard include:  Data exploration, supplementing the report with spatial data views;  Maps showing local business GHG emissions data by city block;  Maps showing local business energy data by city block;  Maps can be adjusted to highlight industrial sectors, business activity, and business size;  Customizable with capability to add modules by community, neighborhood, municipality DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 41 of 50 Assumptions  Identified stakeholders will be available to provide input into agreed meetings  Key staff will assist with the invitation, organization and facilitation of events Deliverables Identification of key stakeholders who will assist/participate in interviews; Completion of community stakeholder meetings Summary report (word doc) of interviews conducted Full Beep hard copy Report and interactive digital dashboard Task H) Innovation Summit Planning The NCS team is excited about the possibility to work closely with the City staff to develop a Capital Innovation Track for the City’s upcoming Innovation Summit focused on Climate Action. Our leadership team has organized, managed, delivered and keynoted similar gatherings. As mentioned, this includes the Denver Sustainability Summit Energy track as illustrated in our case studies below, and we (NCS) are about to host the Colorado Carbon Fund re-launch event. We have well-established contacts to aid in attracting national and/or international expertise to the event, including NCS’s own President, L. Hunter Lovins, who is sought after globally to speak at climate action, sustainability, finance and innovation conferences, events and workshops. She will be fully available to support this effort. Assumptions  City staff will be available to provide input and support as needed in developing a Capital Innovation Track to the City’s Climate Action Innovation Summit Deliverables Development of a Capital Innovation Track to the City’s upcoming Climate Action Innovation Summit Task I) Evaluate and Summarize Business Risks of Climate Change Working with local stakeholders and local experts (e.g., CSU, NREL, etc.), our team will evaluate and develop a list of local risk factors from climate change specific to existing industries and businesses in Fort Collins. We have very strong relations at CSU, NREL and other local key stakeholders and we will leverage that, along with decades of work in directly helping the private sector understand and address the many challenges, risks and opportunities around climate change. In addition, utilizing our technical expertise as a Rockefeller 100 Resilient Cities technical advisor, we will coordinate with research partners such as CSU and NREL to define a set of local climate risk factors for businesses over various time horizons. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 42 of 50 Assumptions  City staff will assist with coordinating local experts Deliverables Development of a a list of local risk factors from Climate Change specific to existing industries and businesses in Fort Collins Task J) Assess Workforce Training/Skills Building Opportunities Along with the business engagement strategy and activity highlighted in Tasks F) and G), we will also assess and evaluate the need for workforce training and skills building. This assessment will consider the demand for new “green” workers needed to meet the 2020 and 2030 GHG emission goals. As mentioned, we believe strongly and have the experience to deliver key, local perspective driven recommendations for developing a transition to a green economy, including workforce training and skills building. While focussing on unique Fort Collins conditions, our own team will bring in a perspective and experience that is uniquely global in this area. Deliverables Green Workforce training/skills building recommendations Task K) Identify New and/or Expanded Business Opportunities In addition to working with the City to identify and help build strategic workforce capacity to meet the impending green economy, we will work with key business and external stakeholders to identify potential new and/or expanded business opportunities related to supporting the community’s GHG emission goals. Our team will build upon global research regarding where opportunities lie for business, with real world, baseline data, such as the derivatives of Climate Smart’s BEEP model. This includes identification of a direct correlation between business carbon reduction activity and profitability, as well as identification of green(er) businesses by and across sectors, including savings and growth opportunities within. Assumptions City staff will assist with identifying and coordinating key business and external stakeholders Deliverables Recommendations around potential new and/or expanded business opportunities related to supporting the community’s GHG emission goals. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 43 of 50 List of Overall Deliverables In addition to deliverables listed in each task section of the scope of work, the NCS team will support the delivery of a Fort Collins Climate Economy Action Plan and related documents that will clearly articulate the city’s vision, as well as provide a blueprint for achieving its climate economy goals. The plan will be specific and comprehensive, and it will identify and address the key elements of city and business community needs as identified in the RFP and within this proposal. As a part of this, the following reports and management tools will be provided to the City of Fort Collins by the end of the project: Climate Economy Action Plan – Concise Climate Economy Action Plan focused on the refined impact areas developed during the project. The plan will integrate into the City’s overall Climate Action Framework and ongoing efforts to achieve its stated GHG emission reduction goals. The plan will address the following aspects:  Timeframe: The plan will focus on the timeframe leading up to the 2020 milestone with less detail on the timeline leading to the 2030 milestone.  Key Sections: To include but not limited to - Definition & Impact Areas, Financing Tools, Funding City Initiatives, Business Risks, Workforce Needs, Business Opportunities, and Metrics.  Impact Area Strategies: A list of strategies and action steps for each of the four identified and refined impact areas - Business Engagement, Technological Innovation, Capital Access/Development, and Business Adaptation. Implementation Plan – This will include a developing matrix, chart, or table-based implementation plan that includes estimated costs, assignments, and timing related to specific tactics to deliver on the Climate Economy Action Plan. This implementation plan may include the designation of local and regional stakeholders as the owners of specific tasks, and will clearly identify the City’s role on each action item and what entity has the lead. Business Case – We will provide a clear, concise and easily communicated business case for private sector participation in climate action strategies and investment in low carbon infrastructure and/or energy efficiency measures. The case will reflect a clear understanding of business motivations and speak to known issues and concerns in the community (e.g., the fear of increased cost and no net benefit). The case will also be customized to address DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 44 of 50 the unique challenges of specific industries and operational environments (e.g., restaurants, manufacturers, distribution, craft beer, etc.) Business Engagement Strategy – In order to support the success of the Climate Economy Action Plan, a business engagement strategy will also be developed as part of this project. The strategy may provide guidance to departments and key stakeholders. This will include a clear path forward for engagement of a broad-based – in terms of business size and industry – set of business stakeholders, and based on the BEEP toolkit which will be available into the future. Special emphasis will be placed on engagement such as partnerships, alliances, and direct relationships that can enable alignment between the public and private sectors. Business Energy and Emissions Profile (BEEP) Report & Online Dashboard – Our team will provide a Business Energy and Emissions Profile, known as BEEP, which will provide the City of Fort Collins with a baseline of business community emissions in the form of a report accompanied by an interactive digital dashboard. Focusing on key industry sectors in the community's economy, a BEEP analysis helps better understand and engage businesses in transitioning to a low-carbon economy. BEEP analysis can be used as a benchmarking tool and planning document to assist communities in GHG emission reduction efforts. BEEP analysis is complementary to existing GHG emissions tracking documents and inventories, Community Energy and Emissions Plans, economic development, green business, and other sustainability reports. Recently, MIT’s Climate CoLab honored the BEEP with the 2016 Climate CoLab Overall Grand Prize along with both Judges’ Choice and Popular Choice at Large awards in its Smart Zero Carbon Cities competition. A BEEP will provide the City of Fort Collins with:  A snapshot and sector profile of the business emissions within the community by industry sector.  GHG emissions projections by sector and activity (building energy use, transportation, and waste). DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 45 of 50  Data on the highest emitting industry sectors, pointing to reduction opportunities and projecting potential impact within the local economy. A BEEP serves as the foundation for engagement of local business communities and includes:  Data on motivation for businesses to take on carbon measurement and reduction initiatives (overall and by sector).  Data on reduction strategies implemented by Climate Smart certified businesses (overall and by sector).  Case studies highlighting how businesses in the focus sectors are cost-effectively reducing their emissions. This will result in a robust, comprehensive, yet easy to read and pursue Fort Collins Climate Economy Action Plan, leading the greater Fort Collins community to achieve its carbon neutral and other sustainability goals in a way that is regenerative and supportive of community wellbeing. After the sustainability plan framework has been finalized, NCS will remain available for general assistance and follow-up to the creation of the plan. We believe strongly in the quality of our work and the relationships we build. NCS will remain available and engaged with Fort Collins throughout the implementation of the sustainability plan to ensure success. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 46 of 50 EXHIBIT B PROJECT BUDGET Scope of Work Phase 1: Strategic Planning Task A - Initial Project Kick-off: Strategic Planning & Goal Setting Task B - Interview Key Project Stakeholders Task C - Assess Current Condition Task D - Define/Refine the Climate Economy Phase 2: Capital Access/Development Task E - Finance Tools Assessment & Recommendations Phase 3 Business Engagement/Adaptation Task F - Review Existing Business Engagement Efforts Task G - Engage with Key Business Stakeholders Task H - Innovation Summit Planning Task I - Evaluate and Summarize Business Risks of Climate Change Task J - Assess Workforce Training/Skills Building Opportunities Task K - Identify New and/or Expanded Business Opportunities Additional Areas Innovation Summit (Hunter Lovins speak - $10,000 value) Project Total 10% contingency / change order Total Travel and reimbursements not to exceed 10% of project costs Support Staff ($) 400 1600 480 200 1280 1000 1000 800 800 1600 1200 $10,360 NCS - Jeff 400 1280 320 320 2560 320 640 320 1600 1280 320 $9,360 NCS - Peter 1600 1600 1600 1600 2400 1600 2000 Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 47 of 50 EXHIBIT C KEY PROJECT PERSONNEL Hunter Lovins, Natural Capitalism Solutions President and Founder Peter D. Krahenbuhl, Natural Capitalism Solutions Director of Strategic Partnerships & Consulting, Project Manager DAVE RAMSLIE, MSC, LEED AP, Principal, Integral Group Economic, Energy & GHG Analysis and Modeling Team Lead Jeff Hohensee, Natural Capitalism Solutions Vice President, Strategic and Financial Access/Development DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 48 of 50 Elizabeth Sheehan, Climate Smart Businesses President, Business Engagement Toolkit Implementation Anastasia Lukyanova, Climate Smart Businesses Data Analyst, Business Engagement Toolkit Implementation DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 49 of 50 EXHIBIT D INSURANCE REQUIREMENTS 1. The Professional will provide, from insurance companies acceptable to the City, the insurance coverage designated hereinafter and pay all costs. Before commencing work under this bid, the Professional shall furnish the City with certificates of insurance showing the type, amount, class of operations covered, effective dates and date of expiration of policies, and containing substantially the following statement: “The insurance evidenced by this Certificate will not reduce coverage or limits and will not be cancelled, except after thirty (30) days written notice has been received by the City of Fort Collins.” In case of the breach of any provision of the Insurance Requirements, the City, at its option, may take out and maintain, at the expense of the Professional, such insurance as the City may deem proper and may deduct the cost of such insurance from any monies which may be due or become due the Professional under this Agreement. The City, its officers, agents and employees shall be named as additional insureds on the Professional 's general liability and automobile liability insurance policies for any claims arising out of work performed under this Agreement. 2. Insurance coverages shall be as follows: A. Workers' Compensation & Employer's Liability. The Professional shall maintain during the life of this Agreement for all of the Professional's employees engaged in work performed under this agreement: 1. Workers' Compensation insurance with statutory limits as required by Colorado law. 2. Employer's Liability insurance with limits of $100,000 per accident, $500,000 disease aggregate, and $100,000 disease each employee. B. Commercial General & Vehicle Liability. The Professional shall maintain during the life of this Agreement such commercial general liability and automobile liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this Agreement. Coverage for property damage shall be on a "broad form" basis. The amount of insurance for each coverage, Commercial General and Vehicle, shall not be less than $1,000,000 combined single limits for bodily injury and property damage. In the event any work is performed by a subcontractor, the Professional shall be responsible for any liability directly or indirectly arising out of the work performed under this Agreement by a subcontractor, which liability is not covered by the subcontractor's insurance. C. Errors & Omissions. The Professional shall maintain errors and omissions insurance in the amount of $1,000,000. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E New insurance Professional Services Agreement 8362 Climate Economy Action Plan Consultant Page 50 of 50 EXHIBIT E CONFIDENTIALITY IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the “City”) pursuant to this Agreement (the “Agreement”), the Professional hereby acknowledges that it has been informed that the City has established policies and procedures with regard to the handling of confidential information and other sensitive materials. In consideration of access to certain information, data and material (hereinafter individually and collectively, regardless of nature, referred to as “information”) that are the property of and/or relate to the City or its employees, customers or suppliers, which access is related to the performance of services that the Professional has agreed to perform, the Professional hereby acknowledges and agrees as follows: That information that has or will come into its possession or knowledge in connection with the performance of services for the City may be confidential and/or proprietary. The Professional agrees to treat as confidential (a) all information that is owned by the City, or that relates to the business of the City, or that is used by the City in carrying on business, and (b) all information that is proprietary to a third party (including but not limited to customers and suppliers of the City). The Professional shall not disclose any such information to any person not having a legitimate need-to-know for purposes authorized by the City. Further, the Professional shall not use such information to obtain any economic or other benefit for itself, or any third party, except as specifically authorized by the City. The foregoing to the contrary notwithstanding, the Professional understands that it shall have no obligation under this Agreement with respect to information and material that (a) becomes generally known to the public by publication or some means other than a breach of duty of this Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the request for such disclosure is proper and the disclosure does not exceed that which is required. In the event of any disclosure under (b) above, the Professional shall furnish a copy of this Agreement to anyone to whom it is required to make such disclosure and shall promptly advise the City in writing of each such disclosure. In the event that the Professional ceases to perform services for the City, or the City so requests for any reason, the Professional shall promptly return to the City any and all information described hereinabove, including all copies, notes and/or summaries (handwritten or mechanically produced) thereof, in its possession or control or as to which it otherwise has access. The Professional understands and agrees that the City’s remedies at law for a breach of the Professional’s obligations under this Confidentiality Agreement may be inadequate and that the City shall, in the event of any such breach, be entitled to seek equitable relief (including without limitation preliminary and permanent injunctive relief and specific performance) in addition to all other remedies provided hereunder or available at law. DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E 1001486 132849.12 03-16-2016 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME: CONTACT (A/C, No): FAX E-MAIL ADDRESS: PRODUCER (A/C, No, Ext): PHONE INSURED COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ PROPERTY DAMAGE $ BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOS ONLY AUTOS NON-OWNED OWNED SCHEDULED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? INSR ADDL SUBR LTR INSD WVD PRODUCER CONTACT NAME: PHONE FAX (A/C, No, Ext): (A/C, No): E-MAIL ADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY PRO- LOC JECT PRODUCTS - COMP/OP AGG OTHER: $ COMBINED SINGLE LIMIT (Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) $ $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH- STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 12/16/2016 29424 Natural Capitalism Solutions, Inc 11823 N 75Th St Longmont, CO 80503 A 34WECBV1330 06/17/2016 06/17/2017 1,000,000 1,000,000 1,000,000 ASSOCIATION The City of Fort Collins PO Box 582 Fort Collins, CO 80522 NATUCAP-02 DCLEMENTS DCInsurers-Wheatridge 3705 Kipling St # 106 Wheat Ridge, CO 80033 Deborah Clements debi@dcinsurers.com The Hartford X DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT ER OTH- STATUTE PER (MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY) POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB EACH OCCURRENCE $ AGGREGATE $ $ OCCUR CLAIMS-MADE DED RETENTION $ PRODUCTS - COMP/OP AGG $ GENERAL AGGREGATE $ PERSONAL & ADV INJURY $ MED EXP (Any one person) $ EACH OCCURRENCE $ DAMAGE TO RENTED PREMISES (Ea occurrence) $ COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 12/14/2016 SAMUEL C MOORE 5730 E OTERO AVE STE 100 CENTENNIAL, CO 80112 303 220 9911 303 220 9965 NATURAL CAPITALISM SOLUTIONS INC 11823 N 75TH ST LONGMONT CO 80503-9147 25178 A Y 1,000,000 300,000 5,000 2,000,000 2,000,000 2,000,000 A Y 96-CG-A208-0 04/01/2016 04/01/2017 1,000,000 B NOT-FOR-PROFIT ORGANIZATION LIABILITY POLICY PS0000005456900 05/26/2016 05/26/2017 AGGREGATE LIB $1,000,000 Certificate Holder is additional insured with respect to General Liability and Automobile The City of Fort Collins PO Box 582 Fort Collins, CO 80522 State Farm Mutual Automobile Insurance Company State Farm Specialty Products 96-CG-A208-0 04/01/2016 04/01/2017 DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E 1600 1280 1280 960 $17,520 NCS - Hunter 1200 1800 1800 1800 3600 1200 1200 1200 1800 2400 1200 $19,200 Integral Climate Smart Total 6500 6500 $3,600 $6,280 $4,200 $3,920 1500 1500 $9,840 5750 16000 21750 $4,120 $4,840 $3,920 $5,480 $6,560 $3,680 $0 $13,750 $16,000 $86,190 $8,619 $94,809 DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E Kiva, Zopa 5 Voluntary Business Surcharge Removable donations on a business's bill/transaction, etc. which can generate large amounts of revenue that are used to pay for ee improvements Crested Butte "1% for Open Space" 4 Revolving Loan Program Fund established to provide loans for ee improvements and replenished through loan paybacks. City of Boulder Economic Vitality, LoanSTAR (Texas) 2 DocuSign Envelope ID: C11BB44E-F7CB-4B2F-B51B-282C7C6D0C6E