HomeMy WebLinkAboutWORK ORDER - PURCHASE ORDER - 9175614WORK ORDER
PURSUANT TO AN AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
SUSANNE DURKIN-SCHINDLER
DATED: 8/15/2017
Work Order Number: 01
Purchase Order Number:
Project Title: Building Energy Scoring (BES): Citizen Working Group
Original Bid/RFP # & Name: Susanne Durkin-Schindler
Commencement Date: August 23, 2017
Completion Date: August 22, 2018
Maximum Fee: (time and reimbursable direct costs):$8,855
Project Description: Professional Facilitator Services to guide Building Energy Scoring Working Group
Scope of Services: See attached Statement of Work. The Service Provider will work with Kirk Longstein.
Professional agrees to perform the services
identified above and on the attached forms in
accordance with the terms and conditions
contained herein and in the Professional Services
Agreement between the parties. In the event of a
conflict between or ambiguity in the terms of the
Professional Services Agreement and this work
order (including the attached forms) the
Professional Services Agreement shall control.
The attached forms consisting of four (4) pages
are hereby accepted and incorporated herein, by
this reference, and Notice to Proceed is hereby
given.
PROFESSIONAL
By:_______________________________
Date:_____________________________
CITY OF FORT COLLINS
By:_________________________________
Project Manager
Date: ______________________________
By: _______________________________
Gerry Paul
Purchasing Director (over $60,000.00)
Date: ____________________________
DocuSign Envelope ID: FFBEBEE9-8507-4505-972F-13FF9AA35528
8/25/2017
8/25/2017
Statement of Work
Professional Facilitator Services: Public Involvement
Building Energy Scoring (BES): Citizen Working Group
Period of Performance: September 2017 –September 2018
City of Fort Collins Utilities: Kirk Longstein
1. Overview:
a. The City of Fort Collins seeks Professional Facilitator Services to guide an
Industry Represented working group reviewing how to implement an Energy
Benchmarking, Scoring and Transparency Ordinance within the City of Fort
Collins’ commercial and multi-family building sector.
b. The Building Energy Scoring Working Group (Citizen Working Group) will help
the City of Fort Collins create a pathway for commercial building owners and
operators: from Whole Building Energy data to Energy Efficiency actions that
reduce operational cost. The Building Energy Scoring Working Group will bring
together key stakeholders to evaluate building efficiency programs and policies,
including how to implement a Benchmarking, Scoring and Transparency program
laid out in the City of Fort Collins Climate Action Plan (CAP) goals related to
Energy.
c. The Building Energy Scoring Working Group will provide policy recommendations
to City Staff for all eligible properties to provide a transparent building energy
score by 2030 to help the City meet the following objectives and metrics:
Objectives:
Recommend essential services from Fort Collins Utilities required for effective
implementation of building energy scoring program.
Establish policy implementation parameters: timeline, building sector, sizes, etc.
Focus on larger commercial and multi-family buildings in short term with future
timeline for inclusion of smaller buildings and homes.
Metrics:
Building Energy Scoring program participation reaches 100% of eligible buildings by
2030
Meet and sustain Energy Policy Portfolio Efficiency targets
Reduction of energy use in eligible buildings a minimum of 3% by 2030
2. Background:
a. The City Energy Project empowers participating cities to implement locally
designed energy efficiency strategies and fosters peer-to-peer sharing of
knowledge and best practices. A major goal of the project’s two year outlook
includes bringing building energy performance data to the market through
Building Energy Scoring policy.
DocuSign Envelope ID: FFBEBEE9-8507-4505-972F-13FF9AA35528
b. The City of Fort Collins Building Energy Scoring initiative intends to provide
whole building energy data to assist business owners to know how their buildings
compare with the national average.
i. By better understanding a building’s energy use, the City of Fort Collins
hopes to help local businesses identify opportunities to improve their
energy and financial performance.
ii. To assist building owners and managers understand their performance
relative to their peers, Fort Collins Utilities is collaborating with
commercial property managers to collect energy use intensity using the
Environmental Protection Agency’s Portfolio Manager.
iii. From energy use data, a business can create a plan to improve the
energy efficiency of their property over the course of the building’s life.
The City can provide technical assistance, rebates, and incentives that
will help participating business make the most out of their energy use and
plan for future improvements.
3. Scope:
a. Facilitator shall work with the City of Fort Collins staff to clearly define the scope
and purpose of the public engagement process.
City staff will inform decision criteria and expectations for accepting
recommendations generated from Citizen Working Group meetings.
b. Facilitator shall provide a framework for implementing the Citizen Working Group
process including agenda planning best practices and tactics to reach the
desired outcome prior to each Group meeting. The City recognizes that the
context may change; stakeholders may challenge the purpose of the process,
question the scope of the objectives or the methodology or require more
information, time or their own resources to co-design the process. The overriding
consideration of the Citizen Working Group is retaining and developing
meaningful engagement with identified stakeholders within the performance
period.
c. Facilitator and City staff shall identify major milestones and priorities to reach a
diverse population of stakeholders who will be impacted by Energy
Benchmarking, Scoring and Transparency Ordinance.
d. Facilitator shall work with City staff to develop a governance plan for the Citizen
Working Group including a consultative decision making process. The group
does not function on consensus rather intends to determine differences of
opinions. The differences in opinions will be presented to City Council in addition
to the group’s recommendations.
e. Facilitator shall develop innovative and collaborative approaches to ensure
meaningful participation from the Citizen Working Group throughout the period of
performance.
DocuSign Envelope ID: FFBEBEE9-8507-4505-972F-13FF9AA35528
f. Facilitator shall establish a feedback loop with the City staff to review progress on
the Citizen Working Group’s recommendations. The Group will develop defined
policy recommendations for City Staff review.
4. City Staff will create content and provide to the professional facilitator to lead
Stakeholder Work Sessions. Topics may include the following content created by the
City:
i. Overview and Launch of Stakeholder Process
ii. Benchmarking, Building Energy Scoring and Reporting
iii. What Buildings are Included
iv. How the Information will be collected, shared and used
v. Strategies to Achieve Savings
vi. Implementation and Phasing
vii. Supporting Programs, Finance, and Training Needs
viii. Policy framework recommendations
ix. Letters of commitment and support for program implementation
x. The Final Workshop; including next steps for the City to consider
xi. Additional meetings as needed
5. Deliverables:
a. Facilitation of ten (10) Citizen Working Group meetings not to exceed one (1) per
month; one hundred twenty (120) minute sessions per meeting within the period
of performance defined. The Facilitator shall provide a fee for service in the event
that additional Citizen Working Group meetings are required. A not to exceed
limit will be defined by the City prior to the first Citizen Working Group meeting.
b. Facilitator shall help the Citizen Working Group develop defined policy
recommendations for City staff to implement Fort Collins Energy Benchmarking,
Scoring and Transparency Ordinance; including a pathway from benchmarking
data to energy efficiency actions. Defined policy recommendations shall be
provided to City staff after the last Citizen Working Group meeting and prior to
Council involvement.
c. Facilitator shall help City staff design a Working Group survey prior to the end of
the performance period. The impact survey shall consider following:
i. The outcomes of the engagement process intended to achieve are met
including the purpose, objectives and decision criteria defined by City
staff.
ii. Decisions reflect the diversity of views of the Citizen Working Group and
opinions provided from public comment during the twelve-month
timeframe.
DocuSign Envelope ID: FFBEBEE9-8507-4505-972F-13FF9AA35528
Tasks, Estimated Hours and Fees
Activity
Hours Fee
Preliminary Workshops with staff 6 $ 690
Create governance plan for the Working Group 6 690
Meetings with Project Manager Prior to Group
Meetings 20 2,300
Core Project Working Group Meetings (10) 20 2,300
Base Total 52 $ 5,980
Contingency 25 2,875
Total 77 $ 8,855
DocuSign Envelope ID: FFBEBEE9-8507-4505-972F-13FF9AA35528