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HomeMy WebLinkAbout24-139 Resolution No. 24-139 RESOLUTION AUTHORIZING EXECUTION OF AN AGREEMENT WITH PLANNING COMMUNITIES, LLC FOR PROFESSIONAL SERVICES IN CONNECTION WITH CLIMATE ACTION AND RESILIENCY PLAN SERVICES BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ELGIN, ILLINOIS, that Richard G. Kozal, City Manager, and Kimberly A. Dewis, City Clerk, be and are hereby authorized and directed to execute an Agreement on behalf of the City of Elgin with Planning Communities,LLC,for professional services in connection with climate action and resiliency plan services,a copy of which is attached hereto and made a part hereof by reference. s/David J. Kaptain David J. Kaptain, Mayor Presented: May 22, 2024 Adopted: May 22, 2024 Omnibus Vote: Yeas: 8 Nays: 0 Attest: s/Kimberly Dewis Kimberly Dewis, City Clerk AGREEMENT THIS AGREEMENT("Agreement")is made and entered into this 22 day of May , 2024,by and between the CITY OF ELGIN,an Illinois municipal corporation(hereinafter referred to as "CITY") and Planning Communities,LLC (hereinafter referred to as"CONSULTANT') a North Carolina Limited Liability Company and Elevate Energy an Illinois Not-For-Profit Corporation. WHEREAS, the CITY desires to engage the CONSULTANT to furnish certain professional services in connection with Climate Action and Resiliency Plan Services(hereinafter referred to as the"PROJECT"); and WHEREAS, the CONSULTANT represents that it is in compliance with Illinois Statutes relating to professional registration of individuals and has the necessary expertise and experience to furnish such services upon the terms and conditions set forth herein below. NOW, THEREFORE, it is hereby agreed by and between the CITY and the CONSULTANT that the CITY does hereby retain the CONSULTANT for and in consideration of the mutual promises and covenants contained herein, the sufficiency of which is hereby acknowledged to perform the services relating to the PROJECT as described herein,subject to the following terms and conditions and stipulations,to-wit: 1. SCOPE OF SERVICES A. All work hereunder shall be performed under the direction of the Sustainability Analyst of the CITY,herein after referred to as the"DIRECTOR". B. The CONSULTANT shall provide services as indicated in the proposal submitted for a Comprehensive Sustainability,Climate Action and Resiliency Plan for the City of Elgin which is incorporated by reference herein as Attachment A. C. A detailed Scope of Services is attached and included hereto as part of Attachment A. 2. PROGRESS REPORTS A. A detailed project schedule for the PROJECT is included as part of Attachment A, attached hereto. Progress will be recorded on the project schedule and submitted monthly as a component of the Status Report described in 2.B below. B. The CONSULTANT will submit to the DIRECTOR monthly a status report keyed to the project schedule. A brief narrative will be provided identifying progress, findings and outstanding issues. 3. WORK PRODUCT All work product prepared by the CONSULTANT pursuant hereto including, but not limited to, reports,plans,designs,calculations, work drawings, studies,photographs, models and recommendations shall be the property of the CITY and shall be delivered to the CITY upon request of the DIRECTOR;provided,however,that the CONSULTANT may retain copies of such work product for its records. CONSULTANT's execution of this Agreement shall constitute CONSULTANT's conveyance and assignment of all right, title and interest, including but not limited to any copyright interest, by the CONSULTANT to the CITY of all such work product prepared by the CONSULTANT pursuant to this Agreement. The CITY shall have the right either on its own or through such other consultants as determined by the CITY to utilize and/or amend such work product. Any such amendment to such work product shall be at the sole risk of the CITY. Such work product is not intended or represented to be suitable for reuse by the CITY on any extension to the PROJECT or on any other project, and such reuse shall be at the sole risk of the CITY without liability or legal exposure to the CONSULTANT. (payment schedule) 4. PAYMENTS TO THE CONSULTANT(Not to Exceed Method) A. For services provided the CONSULTANT shall be paid at the rates as set forth in the Budget Proposal included as Attachment B, being the direct hourly rates of personnel employed on this PROJECT,with the total fee not to exceed One hundred eighty-three thousand four hundred and seventy eight dollars ($183,478.00) regardless of the actual costs incurred by the CONSULTANT unless substantial modifications to the scope of the work are authorized in writing by the DIRECTOR. B. For outside services provided by other firms or subcontractors,the CITY shall pay the CONSULTANT the invoiced fee to the CONSULTANT. The costs for any such outside services are included within the total not to exceed amount provided for in paragraph 4.A above. C. List other components of the fee such as reimbursables. The costs of any such reimbursable expenses are included within the total not to exceed amount provided for in paragraph 4.A above. D. The CITY shall make periodic payments to the CONSULTANT based upon actual progress within thirty(30)days after receipt and approval of invoice. Said periodic payments to the CONSULTANT shall not exceed the amounts shown in Attachment B, and full payments for each task shall not be made until the task is completed and accepted by the DIRECTOR. 5. INVOICES A. The CONSULTANT shall submit invoices in a format approved by the CITY. Progress reports(2.B above)will be included with all payment requests. B. The CONSULTANT shall maintain records showing actual time devoted and cost incurred. The CONSULTANT shall permit the authorized representative of the CITY to inspect and audit all data and records of the CONSULTANT for work done under this Agreement. The CONSULTANT shall make these records available at reasonable times during the Agreement period and for one(1)year after termination of this Agreement. 6. TERMINATION OF AGREEMENT Notwithstanding any other provision hereof, the CITY may terminate this Agreement at any time upon fifteen (15) days prior written notice to the CONSULTANT. In the event that this Agreement is so terminated,the CONSULTANT shall be paid for services actually performed and reimbursable expenses actually incurred prior to termination, except that reimbursement shall not exceed the task amounts set forth in Attachment B and under Paragraph 4 above. 7. TERM This Agreement shall become effective as of the date the CONSULTANT is given a notice to proceed and, unless terminated for cause or pursuant to Paragraph 6, shall be deemed concluded on the date the CITY determines that all of the CONSULTANT's work under this Agreement is completed. A determination of completion shall not constitute a waiver of any rights or claims which the CITY may have or thereafter acquire with respect to any term or provision of this Agreement. 8. NOTICE OF CLAIM I f the CONSULTANT wishes to make a claim for additional compensation as a result of action taken by the CITY,the CONSULTANT shall give written notice of his claim within fifteen (15) days after occurrence of such action. No claim for additional compensation shall be valid unless so made. Any changes in the CONSULTANT's fee shall be valid only to the extent that such changes are included in writing signed by the CITY and the CONSULTANT. Regardless of the decision of the DIRECTOR relative to a claim submitted by the CONSULTANT, all work required under this Agreement as determined by the DIRECTOR shall proceed without interruption. 9. BREACH OF CONTRACT If either party violates or breaches any term of this Agreement, such violation or breach shall be deemed to constitute a default, and the other party has the right to seek such administrative,contractual or legal remedies as may be suitable to the violation or breach; and, in addition,if either party,by reason of any default,fails within fifteen(15)days after notice thereof by the other party to comply with the conditions of the Agreement,the other party may terminate this Agreement. Notwithstanding the foregoing, or anything else to the contrary in this Agreement, with the sole exception of an action to recover the monies the CITY has agreed to pay to the CONSULTANT pursuant to Paragraph 4 hereof, no action shall be commenced by the CONSULTANT against the CITY for monetary damages. CONSULTANT hereby further waives any and all claims or rights to interest on money claimed to be due pursuant to this Agreement and waives any and all such rights to interest which it claims it may otherwise be entitled pursuant to law, including, but not limited to, the Local Government Prompt Payment Act (50 ILCS 501/1, et seq.), as amended, or the Illinois Interest Act (815 ILCS 205/1, et seq.), as amended. The parties hereto further agree that any action by the CONSULTANT arising out of this Agreement must be filed within one year of the date the alleged cause of action arose or the same will be time-barred. The provisions of this paragraph shall survive any expiration, completion and/or termination of this Agreement. 10. INDEMNIFICATION To the fullest extent permitted by law, CONSULTANT agrees to and shall indemnify, defend and hold harmless the CITY, its officers, employees, agents, boards and commissions from and against any and all claims, suits,judgments, costs,attorney's fees, damages or other relief, including, but not limited to, workers' compensation claims, in any way resulting from or arising out of negligent actions or omissions of the CONSULTANT in connection herewith, including negligence or omissions of employees or agents of the CONSULTANT arising out of the performance of this Agreement. In the event of any action against the CITY, its officers, employees, agents, boards or commissions,covered by the foregoing duty to indemnify,defend and hold harmless such action shall be defended by legal counsel of the CITY's choosing. The provisions of this paragraph shall survive any expiration,completion and/or termination of this Agreement. 11. NO PERSONAL LIABILITY No official, director, officer, agent or employee of the CITY shall be charged personally or held contractually liable under any term or provision of this Agreement or because of their execution,approval or attempted execution of this Agreement. 12. INSURANCE CONSULTANT shall provide, maintain and pay for during the term of this Agreement the following types and amounts of insurance: A. Comprehensive Liability. A policy of comprehensive general liability insurance with limits of at least $1,000,000 aggregate for bodily injury and $1,000,000 aggregate for property damage. The CONSULTANT shall deliver to the DIRECTOR a Certificate of Insurance naming the CITY as additional insured. The policy shall not be modified or terminated without thirty(30)days prior written notice to the DIRECTOR. The Certificate of Insurance shall include the contractual obligation assumed by the CONSULTANT under Paragraph 10 entitled"Indemnification". This insurance shall be primary and non-contributory to any other insurance or self- insurance programs afforded to the CITY. There shall be no endorsement or modification of this insurance to make it excess over other available insurance. B. Comprehensive Automobile Liability. Comprehensive Automobile Liability Insurance covering all owned, non-owned and hired motor vehicles with limits of not less than$500,000 per occurrence for bodily injury and/or property damage. C. Combined Single Limit Policy. The requirements for insurance coverage for the general liability and auto exposures may be met with a combined single limit of $1,000,000 per occurrence subject to a$1,000,000 aggregate. D. Professional Liability. The CONSULTANT shall carry CONSULTANT's Professional Liability Insurance covering claims resulting from error, omissions or negligent acts with a combined single limit of not less than $1,000,000 per claim. A Certificate of Insurance shall be submitted to the DIRECTOR as evidence of insurance protection. The policy shall not be modified or terminated without thirty (30)days prior written notice to the DIRECTOR. 13. CONSTRUCTION MEANS, METHODS, TECHNIQUES, SEQUENCES. PROCEDURES AND SAFETY The CONSULTANT shall not have control over or charge of and shall not be responsible for construction means,methods,techniques,sequences or procedures, or for safety precautions and programs in connection with the construction, unless specifically identified in the Scope of Services. 14. NONDISCRIMINATION/AFFIRMATIVE ACTION The Consultant will not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, ancestry, order of protection status, familial status, marital status, physical or mental disability, military status, sexual orientation,or unfavorable discharge from military service which would not interfere with the efficient performance of the job in question. Consultant shall take affirmative action to comply with the provisions of Elgin Municipal Code Section 5.02.040 and will also require any subcontractor to submit to the City a written commitment to comply with those provisions. Consultant shall distribute copies of this commitment to all persons who participate in recruitment, screening, referral and selection of job applicants and perspective subcontractors. Consultant agrees that the provisions of Section 5.02.040 of the Elgin Municipal Code, 1976, as amended, is hereby incorporated by reference, as if said out verbatim. No person shall be denied or subjected to discrimination in receipt of the benefit of any services or activities made possible by or resulting from this Agreement on the grounds of race,color, religion, sex, national origin,age, ancestry, order of protection status, familial status, marital status, physical or mental disability, military status, sexual orientation, or unfavorable discharge from military service. Any violation of this paragraph shall be considered a violation of a material provision of this Agreement and shall be grounds for cancellation,termination or suspension, in whole or in part,of the Agreement by the CITY. 15. ASSIGNMENT AND SUCCESSORS This Agreement and each and every portion thereof shall be binding upon the successors and the assigns of the parties hereto;provided,however,that no assignment shall be made without the prior written consent of the CITY. 16. DELEGATIONS AND SUBCONTRACTORS Any assignment, delegation or subcontracting shall be subject to all the terms, conditions and other provisions of this Agreement and the CONSULTANT shall remain liable to the CITY with respect to each and every item,condition and other provision hereof to the same extent that the CONSULTANT would have been obligated if it had done the work itself and no assignment,delegation or subcontract had been made. Any proposed subcontractor shall require the CITY's advanced written approval. 17. NO CO-PARTNERSHIP OR AGENCY This Agreement shall not be construed so as to create a partnership, joint venture, employment or other agency relationship between the parties hereto. 18. SEVERABILITY The parties intend and agree that, if any paragraph,sub-paragraph,phrase,clause or other provision of this Agreement, or any portion thereof, shall be held to be void or otherwise unenforceable, all other portions of this Agreement shall remain in full force and effect. 19. HEADINGS The headings of the several paragraphs of this Agreement are inserted only as a matter of convenience and for reference and in no way are they intended to define, limit or describe the scope of intent of any provision of this Agreement,nor shall they be construed to affect in any manner the terms and provisions hereof or the interpretation or construction thereof. 20. MODIFICATION OR AMENDMENT This Agreement and its attachments constitute the entire Agreement of the parties on the subject matter hereof and may not be changed,modified,discharged or extended except by written amendment duly executed by the parties. Each party agrees that no representations or warranties shall be binding upon the other party unless expressed in writing herein or in a duly executed amendment hereof,or change order as herein provided. 21. APPLICABLE LAW This Agreement shall be deemed to have been made in and shall be construed in accordance with the laws of the State of Illinois. Venue for the resolution of any disputes or the enforcement of any rights pursuant to this Agreement shall be in the Circuit Court of Kane County, Illinois. 22. NEWS RELEASES The CONSULTANT may not issue any news releases without prior approval from the DIRECTOR, nor will the CONSULTANT make public proposals developed under this Agreement without prior written approval from the DIRECTOR prior to said documentation becoming matters of public record. 23. COOPERATION WITH OTHER CONSULTANTS The CONSULTANT shall cooperate with any other consultants in the CITY's employ or any work associated with the PROJECT. 24. INTERFERENCE WITH PUBLIC CONTRACTING The CONSULTANT certifies hereby that it is not barred from bidding on this contract as a result of a violation of 720 ILCS 5/33E et seq. or any similar state or federal statute regarding bid rigging. 25. SEXUAL HARASSMENT As a condition of this contract, the CONSULTANT shall have written sexual harassment policies that include, at a minimum,the following information: A. the illegality of sexual harassment; B. the definition of sexual harassment under state law; C. a description of sexual harassment,utilizing examples; D. the vendor's internal complaint process including penalties; E. the legal recourse, investigative and complaint process available through the Illinois Department of Human Rights,and the Illinois Human Rights Commission; F. directions on how to contact the department and commission; G. protection against retaliation as provided by Section 6-101 of the Human Rights Act. A copy of the policies shall be provided by CONSULTANT to the Department of Human Rights upon request(775 ILCS 5/2-105). 26. SUBSTANCE ABUSE PROGRAM. As a condition of this agreement, CONSULTANT shall have in place a written substance abuse prevention program which meets or exceeds the program requirements in the Substance Abuse Prevention Public Works Project Act at 820 ILCS 265/1 et seq. A copy of such policy shall be provided to the City's Assistant City Manager prior to the entry into and execution of this agreement. 27. WRITTEN COMMUNICATIONS All recommendations and other communications by the CONSULTANT to the DIRECTOR and to other participants which may affect cost or time of completion, shall be made or confirmed in writing. The DIRECTOR may also require other recommendations and communications by the CONSULTANT be made or confirmed in writing. 28. NOTICES All notices,reports and documents required under this Agreement shall be in writing and shall be mailed by First Class Mail,postage prepaid, addressed as follows: A. As to the CITY: Kristin Youngmeyer Sustainability Analyst City of Elgin 150 Dexter Court Elgin, Illinois 60120-5555 B. As to the CONSULTANT: Planning Communities,LLC 9121 Anson Way,Suite 200 Raleigh,NC 27615 29. COMPLIANCE WITH LAWS Notwithstanding any other provision of this Agreement, it is expressly agreed and understood that in connection with the performance of this Agreement that the CONSULTANT shall comply with all applicable federal,state,city and other requirements of law, including, but not limited to, any applicable requirements regarding prevailing wages, minimum wage,workplace safety and legal status of employees. Without limiting the foregoing, CONSULTANT hereby certifies, represents and warrants to the CITY that all CONSULTANT's employees and/or agents who will be providing products and/or services with respect to this Agreement shall be legally authorized to work in the United States. CONSULTANT shall also at its expense secure all permits and licenses, pay all charges and fees and give all notices necessary and incident to the due and lawful prosecution of the work, and/or the products and/or services to be provided for in this Agreement. The CITY shall have the right to audit any records in the possession or control of the CONSULTANT to determine CONSULTANT's compliance with the provisions of this paragraph. In the event the CITY proceeds with such an audit the CONSULTANT shall make available to the CITY the CONSULTANT's relevant records at no cost to the CITY. CONSULTANT shall pay any and all costs associated with any such audit. 30. COUNTERPARTS AND EXECUTION This Agreement may be executed in counterparts, each of which shall be an original and all of which shall constitute one and the same agreement. This Agreement may be executed electronically,and any signed copy of this Agreement transmitted by facsimile machine or email shall be treated in all manners and respects as an original document. The signature of any party on a copy of this Agreement transmitted by facsimile machine or email shall be considered for these purposes an original signature and shall have the same legal effect as an original signature. IN WITNESS WHEREOF, the parties hereto have entered into and executed this Agreement effective as of the date and year first written above. CITY OF CON ANT: By: By: Richard G. Kozal,City Manager Name/Print:Teresa Townsend Att st: Title Chief Executive Officer he(A( City Clerk Legal Dept\Agreement\Climate Action&Resiliency Services Agr-clean-5-1-24.docx Attachment A. Proposal submitted for Comprehensive Sustainability,Climate Action and Resiliency Plan for the City of Elgin. i .. ,\ 1 , •-\ • \\, -,,,:"' .. ' --- ,:,-:, . _ ,_, . . . . ; 0 f NI 1' ' . „-:-• .-,,-;,. 'i - - , :0 k k - ,. ,, ,,,., , .-' , , .--z-ir,zmpe 0141 .' ,: Illill .!,--....,; :.: . . ii ill 11 1 _ .. ,... 0 0 111, ,10° • I ' •• .,..:e!,..:,,.. :, i 4:,,,4- ,.. ,,,......... - • Kik. • .- . , . . ,...4„ iii/11 ,,i ,, Aii - ., 0- ad. iy,-1.. i ro,_ .. r .-.. ..-:. - .e- ' i -- _ .1, , , .....r.,._.„i,,ir. -4 4.0ii . :.!1.( ..., _...---', '.,'--- L., .T ,. '. C f J -W . 1 -, — I 1 .4 kg i--41 :" -: ' - . ,, .... .-- ' . I iA MARCH 2024 Comprehensive Sustainability, Climate Action and Resiliency Plan Services City of Elgin, Illinois Submitted to Submitted by Daina DeNye Planning Communities, LLC Purchasing Officer Teresa Townsend, AICP, CEO denye_d@CityofElgin.org 9121 Anson Way, Suite 200 Purchasing Department, City Hall Raleigh, NC 27615 150 Dexter Ct. ttownsend@planningcommunities.com Elgin, IL 60120 919.803.6862 (desk) or 919.327.7320 ��j Planning `��° Communities © ELEVATE E•-,l_ in. 4 t:_ � tr'�• , TVs i.7 � '` _ _ •_ Contents Cover Letter 2 Respondent Background 3 Proposed Scope of Service 5 Approach to Work 5 Proposed Schedule of Implementation 17 References 18 Examples of Previous Work 19 Additional Information 27 Attachments 44 Certified •� Planning This company meets high B standards of social and CommunitiesV environmental Impact. c Corporation March,2024 Daina DeNye, Purchasing Officer denye_d@CityofElgin.org Purchasing Department, City Hall 150 Dexter Ct Elgin, IL 60120 Ms. DeNye, It is with great enthusiasm that Planning Communities, in partnership with Elevate, submit the attached proposal for preparing a Comprehensive Sustainability, Climate Action and Resiliency Plan for the City of Elgin. Just as Elgin has grown to be a community that is"unapologetically itself", the team we have assembled to support this planning effort is also unapologetic in our commitment to climate action work that puts equity and engagement front and center.As a small,women-owned B-Corp Certified firm partnered with a mission- focused Chicago-based non-profit,our team is intentional about the projects we pursue and communities with whom we work. Elgin's spirit of civic engagement,ambitious goals for climate action and resilience, embrace of diversity and the arts all align with our team's desire to create a plan for Elgin that is not just sustainable, but regenerative, in its transformation. The impacts of climate change, coupled with legacy inequities in how our communities have been developed and continue to operate, present significant challenges to growing our communities while preserving all that makes them great. We value Elgin's strong foundation and history of sustainability action,and its desire to set a high bar for ambitious and innovative climate action, one focused on a bright and sustainable future. Our team is excited to partner with the City of Elgin and its community members to carry out a climate action planning process that is data-driven, informed through community and stakeholder collaboration, centered in equity, and developed with intention for implementation and monitoring progress. The pages that follow demonstrate our thoughts on how best to approach this exciting planning process,and we look forward to working collaboratively with you to refine this approach to best meet the unique needs and priorities of Elgin. Thank you for your time and consideration, ahAlisouvale Teresa Townsend, AICP Chief Executive Officer 2 Respondent Background To support the City of Elgin in developing a comprehensive and transformational Climate Action and Resiliency Plan, Planning Communities has teamed up with Elevate Energy(Elevate). The rich experience and skills that our combined team brings to this effort will ensure that this planning process is data-driven, centered around equity, and guided by a robust stakeholder and community engagement process with an eye toward implementation and accountability.The team provides a combination of deep climate action planning expertise, experience, and local and regional knowledge along with firm organizational structures, missions, and goals that are fully aligned with Elgin's aspirational goals.The team will be led by Chief Regeneration Officer, Kari Hewitt("designated relationship manager"), in close collaboration with CEO,Teresa Townsend ("alternate"), and Elevate's Director of Community Consulting, Mary Jo Warskow. This section provides an overview of our respective firms and our team members. More detailed information on team members will be found in our resumes in the Additional Information section. NA Planning Planning Communities'purpose is to address fundamental local and global Communities challenges in the areas of climate action,clean and renewable energy technologies, economic and community resiliency and adaptation,and healthy and active transportation systems built on an equitable framework. The firm is founded on the principle of doing good in balancing the highest industry standards for people, planet, and profits.As a certified B-Corp, Planning Communities is committed to delivering socially and environmentally responsible planning and geospatial services.The firm specializes in developing fun and engaging planning tools and geospatial-based analysis, applications, resources and data-derived insights needed to solve complex community, environmental, economic and infrastructure challenges.The firm's enthusiasm and rich experience helps communities enhance their knowledge and create implementation and lasting commitment to environmental, sustainable, and equitable practices through energized visioning, goal-setting, process and systems reviews,and performance tracking. Planning Communities is headquartered in Raleigh, North Carolina with offices in Cambridge, MA, the Bay Area, California, New Braufels,Texas, and Atlanta, Georgia and is a certified DBE in 15 states. Planning Communities' principal address is: 9121 Anson Way, Suite 200, Raleigh, NC 27615. It was incorporated in 2007. Elevate Energy(Elevate) is a 501(c)(3) nonprofit organization dedicated to equity through climate action. Elevate is based in Chicago, Illinois and works ELEVATE in Michigan, Wisconsin, Minnesota, Missouri, Oregon, and Washington. Since 2000, Elevate has worked to create a just and equitable world in which everyone has clean and affordable heat, power, and water in their homes and communities. Elevate works with local governments, utilities, school districts, and community partners to promote the adoption of energy efficiency and decarbonization in communities nationwide. Our team uses a comprehensive, community-driven approach to provide a variety of planning services like stakeholder engagement and local infrastructure projects.We prioritize equity and focus on listening and engagement to ensure that our services are rooted in community-voiced solutions. 3 .. a) c xi R E c C •" a, a u u (U t t. 7 iv la C W y V7f C WO. �. V) C V D ce C Cre �' v. � C O C @ Oc in t etO 0 M i. O W rp � :$ 7 01 C CD i+ 7 '9 O. i a! .0 16 E •E C a« C C C .- w a Tim O E 'O E C Team Member Title m I- ~ W 3 3 =. Co 0 m7 t E. u a 3 Kari Hewitt Chief Regeneration I X X X X X X X X X X Officer 1 } ; Teresa Townsend Chief Executive x X X X X x x Officer Ann Steedly Chief Operations x x x X x x x X Officer Brandy Huston Environmental x X X X X X X Program Manager Senior Urban Prahallad Badami Planning Analyst& X X X X X X X Designer Senior Active James Farrell Transportation & >, x X X X Transit Planner Gray Johnston Resilient Planning X x X x X Lead Director, Mary Jo Warskow Community x X X X Consulting Jose Hernandez Project Manager x x x Gus Cordero Project Manager X X X x Marisa Joyce Project Lead X X X x Director of Strategic Alejandra Flores X x Communications Senior Jennifer Landwehr Communications X X Associate planningcommunities.com 4 Proposed Scope of Services Project Understanding The City of Elgin("City")is seeking support in the development of a Comprehensive Sustainability. Climate Action and Resiliency Plan (CAP). Our team understands that the purpose of this CAP is to accelerate "transformational action" to reduce greenhouse gas (GHG) emissions in line with science-based targets for a 59.4% reduction by 2030 and emissions neutral by 2050, to adapt to climate change impacts. and to foster community and stakeholder collaboration to deliver social, environmental. and economic benefits to all members of the Elgin community. This integrated approach to climate mitigation, resiliency, and overall sustainability, framed through an equity lens, is perfectly aligned with the mission and climate action approach of our team. Our approach is data-driven, informed through community and stakeholder collaboration, centered in equity. and developed with intention for implementation and monitoring progress. We also understand the importance of a regional approach to the CAP that aligns with existing local and regional climate action and sustainability plans and efforts. This is essential for building on existing momentum and leveraging shared resources to further accelerate the City's ambitious efforts. We believe the following tasks will serve to meet the City's, including the Sustainability Commission's, thoughtful goals and priorities for a CAP that guides Elgin to become a model for equitable, regenerative, and transformative local climate action. Approach to the Work ■ Task 1 : Kickoff Meeting and Establish Project Management Approach A critical first step for this project will be to hold an initial kickoff meeting with City of Elgin staff to confirm priorities, schedule, and to refine any of the approach to the plan development described herein. In this , 11141111.1 initial kickoff and early coordination. we will also confirm details around Deliverabi, regular communications and check-in meetings, invoicing expectations . Kickoff meeting agenda and and procedures. and other project management details. Planning meeting notes Communities aims to minimize the portion of the budget that goes to • Refined schedule/ work plan project management. Thus regular coordination meetings and similar efforts will be incorporated into other Task budgets after the initial kickoff for the project of the project. planningcommunities.com Task 2: Community and StakeholderEngagement A. Establish Community and Stakeholder EngagementStrategy ELEVATE Our team understands that community engagement and collaboration will be a critical aspect of this planning process, and thus,developing a comprehensive strategy for Energia Solar community and stakeholder engagement will be an initial task. And implementation of the strategy will be carried out «:f; ode oo seute,e° oa lot ".9,dn;mte-e twe, comb I,ces.Nectrodontsb<os a mitt./Ulan v os elEct,co, throughout all other tasks. The strategy will outline an approach to engagement that will include both in-person and virtual ... ^�• - •• =so dos do totenvy.cant en c�.u.,..._ ■moss So .Pr.Toads events and activities and will provide bilingual services to • ensure Spanish-speaking residents are fully engaged. Multiple members of the Elevate team are fluent in both English and »�"--= ====•- - Spanish and have experience providing materials and videos in '""" Mfr.,Stun., f rutty.SOW Comm... Spanish as well as facilitating in-person meetings in Spanish. Our team will also review the Summary of Community Input ��-•- �•-»�- -°-� we= from Elgin's recent Strategic Planning process to begin to learn coutyrsSa berMi ? more about community needs and priorities. Examples of relevant materials and videos in Spanish from Elevate: • Elevate quick takes-what is building decarbonization: (2) e._Que es la descarbonizacion de edificios?I Elevate Quick Takes(youtube.com) • Elevate quick takes-what are lead service lines: _Que son las lineas de servicio de plomo?I Elevate Quick Takes (youtube.com) • Elevate quick takes-what are heat pumps:j.Que son las bombas de calor?I Elevate Quick Takes(youtube.com) Elevate has demonstrable expertise in both general and demographically focused consumer education and community outreach. Community Resource Team members are trusted messengers in the communities we serve and have access to experience and knowledge across the entire Elevate staff, including research, policy,engineering.and solar experts.The Community Resources Team at Elevate has carried out successful local energy education projects throughout Illinois. including the Illinois Science and Energy Innovation Foundation's Consumer Education Grant for 8 consecutive years. During this time, the team educated nearly 270.000 residents throughout Illinois on the benefits of smart grid upgrades, energy efficiency. equity in climate action, and COVID utility bill relief programs. Crucial to the team's success was the ability to partner with community nonprofits and organizations and engage community members in volunteer efforts. planningcommunities.coi: B. Establish CAP Advisory Groups To inform the development of the CAP, we propose establishing two advisory groups. The first will be a Technical Steering Committee and the second will be a Community Working Group. The purpose of these two groups will be to advise on the goals, actions, priorities, and implementation strategies of the CAP. Specific convenings of these groups will be further described throughout the tasks that follow. The Technical Steering Committee (TSC) will include City staff and Committee/Board representatives, local business representatives. utility representatives. key industry or trade group representatives. and potential County/regional level representatives. It may also include representatives from or the entirety of the 9-member Elgin Sustainability Commission. The TSC will convene at strategic points throughout the planning process to provide input and expertise, particularly around goal-setting, evaluation criteria, action prioritization. and implementation and governance guidance. The Community Working Group (CWG) will include representatives from various community-based organizations. citizen groups. and activists. The CWG will provide similar inputs throughout the planning process, and additionally serve to expand the reach of outreach and engagement activities throughout the community and to the populations with whom its members work day-to-day. Collaboration with the CWG is critical to messaging around climate change risks and opportunities. making connections to other interest areas of the community. and building capacity for ongoing climate action. -- • ili . s'rs.e +NF3 i a �.....r - i f 'p 41 1 411. 41141r1001:. . MI 0.11 ' l�� - ' if �e iiiiir . _...._____LI V.0 % __ r, 1141Lbi.e'. pril....._ ,/s. P:t:°*."- ' .. 7_ ...1 _ . -L.1,_.....- 7,—..— 47 s'' , . `t planni . nities.com _ -• ,, 7 C. Develop online engagement tool/platform Planning Communities is skilled in creating simple to use. interactive online platforms with surveying, mapping. and creative exercise Deliverable! capabilities. The online platform will help build wider momentum • Draft and final engagement and support for Elgin's CAP development and implementation of strategy actions through ongoing engagement. Online engagement has been • Draft and final list of CAP proven to enhance equitable engagement by allowing anyone with Advisory Groups members a computer or mobile device to participate anywhere- at any time - eliminating challenges such as shift schedules. transportation, travel • Invitation language for costs. limited mobility. and concerns or needs around childcare. The advisory groups platforms we develop recognize the now high levels of internet use • Development of web-based (93%) and cell phone access (97%. with 85% of these smartphones), engagement platform and are designed to work across multiple device types and to be (specific resources and simple for users of all ages and abilities to access. Our team also components of the platform has extensive experience facilitating virtual meetings. webinars, further described as relevant and workshops which can support more streamlined and efficient throughout the other tasks convening of stakeholder groups as needed. Our engagement that follow) strategy will emphasize a mix of both in-person and virtual activities and meetings. Partnering with Community-Based Organizations(CBOs) Our project team regularly partners with CBOs in our climate planning and implementation work. Most recently. Planning Communities supported the Central Pines Regional Council in establishing a Core CBO Partnership to support outreach and engagement for their Climate Pollution Reduction Grant(CPRG)-funded climate planning efforts and to build a coalition around climate action for beyond the timeframe of the grant.This included CBO workshops,networking,and training,and development of a web-based CBO Toolkit to support their ongoing engagement and creating two-way communication opportunities between CPRC and community members around climate action in the region. Cf SOUTHEAST MM ���RAI_EIGH pp; gal PROMISE: CDC 4111111 Mrs E N POWERUr North Catohnalxoturu/ RMI StepUp � � C CONSERVATION VOTERS Durham k CORE MUSEUM EL T. .i, of L I F E + CENPAROO T - HISN 'O • SCIENCE NAACP 4# North Carolina Environmental flaw River Assembly \'o.r!('.trn/n,.t.lurr Con'Miff Justice Network •..r.m,....�...... planningcommunities.con, ■■■ Nommmw Task 3: Baseline Assessment The development of the CAP must also begin with a comprehensive baseline assessment. The baseline assessment will provide the necessary context to frame where Elgin is starting from - existing conditions, baseline GHG emissions, sustainability and climate work completed to date, existing policies and programs, governance challenges and opportunities, areas of concern among stakeholders, and climate change vulnerabilities. The following subtasks will all inform the baseline assessment, which will also give insight into the goals to be set and potential actions that could be initiated (or taken further). A. Review of existing plans, policies,programs As reflected in the RFP. the City of Elgin is building on a long history of sustainability and climate action and is aware of its role within larger regional climate action efforts. Our team will begin with a review of existing plans, programs, and policies, including but not limited to: • 2024 Elgin Strategic Plan • 2018 Envision Elgin Comprehensive Plan • Original 2011 Sustainability Action Plan • Documents, plans. and priorities related to the Greenest Region Compact (GRC) • Kane County Climate Action Implementation Plan • Chicago Regional Climate Action Plan The team will pull out of this review the data and information on performance indicators, existing conditions. policies, planning priorities, goals. and actions identified through previous efforts. Information gathered will be documented in a baseline assessment matrix that can be drawn from throughout the planning process. B. Review of GHG inventory data,forecast,and science-based targets The team will conduct a complete review of the 2021 Inventory of Community and Local Government Operations Greenhouse Gas Emissions. Project Manager, Kari Hewitt, is extremely well-versed in GHG accounting and inventories. having completed dozens of local government and community-scale inventories throughout the country. She also teaches a graduate level course on GHG Accounting and Management at Tufts University. which also includes coverage of science-based targets and aligning GHG reduction efforts with the Paris Agreement. She was part of a Technical Working Group for the development of the US Community Protocol and recently served as a strategic advisor and quality assurance provider for the completion of Puerto Rico's 2019 and 2021 GHG inventory update. She is extremely familiar with the Global planningcommunitics.cop Protocol for Communities and the Local Government Operations Protocol and ICLEI tools for GHG accounting and reporting. Kari will do a thorough review of Elgin's current inventory. forecast. and f4• targets and will ensure that the team is able to effectively x Inn c.».r a t144 communicate that data in simple and meaningful terms for • 31 Z` • -in stakeholders and the broader community. Memo%Mom lamp rn MI C. Climate vulnerability assessment(CVA) :� .+ The project team recommends conducting a comprehensive climate vulnerability assessment as part of the baseline assessment for Elgin's CAP. Before developing specific strategies for resilience and adaptation, ma� it is essential that the City, stakeholders, and community members understand current and future climate risks and vulnerabilities. To do this, our team will review existing climate projections for the area and ` the region as a whole, anticipated hazards, and gain an understanding of climate change trends already experienced to date. Our team will consult resources such as the National Climate Assessment - Midwest Chapter and GLISA - Great Lakes Climate Adaptation Network resources, among others, to understand local climate change risk scenarios for near-term future time horizons. neliverable•- This preliminary "behind the desk" exercise will then need to be supplemented with stakeholder and community input to "ground-truth" • Baseline assessment our understanding of climate vulnerability in Elgin. Climate vulnerability matrix, including sources, is a function of exposure, sensitivity, and adaptive capacity. To performance indicators, understand all three of these aspects, the team will engage community previouslyidentifiedactions/ members through digital surveys and mapping tools to learn about goals, relevant existing lived experiences and concerns, and we will layer this input with climate policies/plans/programs hazard and social vulnerability maps. • Memorandum summarizing Members of our project team have extensive experience conducting review of GHG inventory (if climate vulnerability assessments and.importantly,developing innovative needed) ways to communicate the results,including projects in Virginia,Minnesota, • Climate vulnerability New York, Massachusetts, Florida, Delaware, and others.See resumes and assessment brief summary project examples in later sections of this proposal for more details. planningcommunities.com 10 Task 4: Establish a CAP Framework with Vision and Goals The baseline assessment task will help to inform CAP Advisory Groups as well as the broader public in sharing their vision and goals for the CAP. The project team will solicit feedback on vision and goals in two ways. The first will be through an online survey of the community on their priorities and concerns as related to climate and sustainability. We do not want to risk survey fatigue among community members, especially after recent input provided for the Strategic Plan and other efforts, so we will confirm the need for this survey during Task 1 when developing the Engagement Strategy. A.TSC and CWG Meeting 1 Additionally, during our first convening of the Technical Steering Committee (TSC) and Community Working Group (CWG). the team will facilitate the development of a framework for the Climate Action Plan. It is assumed that these first meetings will happen during the same week. The framework will define the focus areas (or topic areas or plan elements) around which the plan will be structured. These may reflect or be similar to some of the technical areas described on pages 15-16 of the RFP (i.e. transportation, buildings, natural resources. etc). Each focus area will have a defined goal(s)which will later guide the identification of potential actions. The framework will also establish a set of evaluation criteria that will aid in the evaluation and prioritization of actions (see Task 6). B. Draft and Final Framework 111111111111111111111111111111111111111 After facilitating this discussion at TSC Meeting 1 and CWG Meeting 1, the project team will take the input received and finalize a framework Deliverables for the CAP. including topic areas, goals. and evaluation criteria. This • Meeting agenda and materials framework will guide the development and structure of the CAP for TSC Meeting 1 throughout the rest of the planning process. Evaluation criteria might include principles that speak to the co-benefits of particular actions • Meeting agenda and materials or priority considerations, such as addressing inequities. leveraging for CWG Meeting 1 regional collaboration, job creation or economic impact, enhanced • Draft and final CAP Framework resilience. public health benefit. and of course, GHG reductions. planningcommunities.corn 11 ___I■ mom! Task 5 - Identify Potential Actions Once goals and an overall framework for the CAP have been established, and armed with baseline assessment information,the next step is to identify potential pCT/0N actions.Actions will be identified across the various technical focus areas of the plan and will include types of actions from the "four critical domains of action" t TO ,.ZERO,. described in the RFP-infrastructure of things and systems, resources that flow through the community, behaviors. and investments. Action ideas will come from the baseline assessment,stakeholders.community members, City staff,and the Q�. technical expertise of our consultant team. A. Identification of High ImpactActions ' Members of the project team have extensive knowledge of the most impactful t climate action and resiliency solutions and deep understanding of the GHG L • reduction potential of actions and other co-benefits to advance sustainability. equity. and resiliency. We will provide knowledge and benchmarking on best The Planning Communities team focuses on practices, actions, and initiatives to consider, and draw from resources like creative and innovative the Urban Sustainability Directors Network (USDN) "high impact" strategies approaches like game and experiences drawn from preparing other Climate Action Plans across the play to engage our clients country. Planning Communities has integrated high impact strategies from and stakeholders. The Action to Zero"'climate these resources and reviews of more than 100 climate action plans from around strategy board game the globe to prepare a categorized inventory of public sector, community and developed by Planning business climate actions, along with their GHG reduction. equity, resilience and Communities, is a fun regeneration potential. Our team brings additional expertise in specific technical and educational climate action planning tool areas such as sustainable building and infrastructure design.strategies centered that helps communities, around affordable housing and/or renter populations. electrification and electric align high impact climate vehicle transitions. transit and mobility strategies, green infrastructure. waste actions with their reduction and management, urban agriculture and food systems, tree canopy/ priorities and goals and move more quickly into urban forestry, and other areas. These actions will be compiled in an action implementation to better matrix, which will be added to and refined throughout the next two subtasks. meet the current urgent need for climate action B. Engagement to identify potentialactions Our team proposes holding an open house or summit style event during this Patent(s)Pending: phase of the planning process. The event can serve to educate community Design 29/928 984 members as well as engage them in thinking about climate actions. Our team Provisional 63/555.024 has extensive experience developing fun and engaging events, inclusive of games,creativity stations,topic area discussions and polling,and opportunities to share stories/videos.We aim to create family-friendly and inclusive events that are flexible for attendees tojoin. To further the reach of this engagement, the team will leverage the online engagement platform to solicit action ideas and priorities, as well as to gauge support for types of actions. Our intent is for online polls, surveys. or interactive mapping features are mirrored/duplicated between in-person and online activities (i.e. digitized) to streamline the compilation of feedback. Our Community planningcommunities.com Working Group members can support an extended reach to community members through a variety of engagement activities to learn more about -L community needs and desired actions by meeting people where they Deliverable are. The team will reserve funds within the project budget to support • Matrix of potential actions CWG members in delivering and reporting back on such activities. • Materials for onlineand C. Technical Steering Committee and Community Working Group in-person engagement on Meeting 2 action identification (and translations as needed) The team will reconvene the TSC and CWG advisory groups to facilitate a discussion focused on identification of actions. Facilitators will bring to •TSC and CWG Meeting the meetings the"high impact actions" identified by the consultant team 2 agendas and meeting as well as other action ideas/themes raised by community members materials and/or that emerged from the baseline assessment. The meetings will focus on discussion of potential actions. identification of any gaps or refinement needed, and initial discussion of potential feasibility challenges or opportunities. This discussion will inform the evaluation and prioritization process that follows in Task 5.Additional or refined actions will be incorporated into the matrix of potential actions. Task 6: Evaluate and Prioritize Actions Utilizing the evaluation criteria and framework established under Task 4.the project team will screen the potential actions for inclusion in the plan and to rank by priority. Our team's typical approach to the evaluation screening is to use a scoring matrix to assess potential actions across the evaluation criteria along with a high-level assessment of financial costs,technical and/ or labor resources needed. overall implementation feasibility.and benefits. Actions that support the City's interim 2030 emissions target and those that establish critical foundation for long-term 2050 emissions neutrality, as well as overall climate resiliency,will be prioritized.Those actions that may result in numerous co-benefits will rank highest. Our team will use this screening process to prioritize a more refined number of actions for inclusion in the plan and for which we will develop Deliverables more detailed implementation strategies. Note that we will also provide the complete screening matrix for all identified actions so that the City • Draft and revised evaluation matrix can continue to assess potential actions over time-as funding resources, technology affordability, and other feasibility considerations shift. • Final list of actions(we will assume approximately 25 potentially allowing lower-priority actions to rise to the top in future years. actions total for the final Once the screening is complete, we will confirm with City staff the final plan) list of actions for inclusion in the plan. planningcommunities.com mmomemion Task 7: Develop Implementation Strategy Once the project team has evaluated and ranked actions. and confirmed a final list of actions for inclusion in the plan, our team will collaborate with the Technical Steering Committee and Community Working Group once again to develop a detailed implementation strategy. The strategy will consist of three components: an implementation matrix; implementation blueprints for each action: and recommendations around governance practices. The goal is for these pieces to integrate seamlessly with ongoing tracking and reporting. A. Implementation Matrix The implementation matrix will function in tandem with the evaluation matrix such that the City can continue to utilize it as a tool throughout the coming years to refine actions and their pathways to implementation. It will include information on the party responsible for implementation. additional key partners and/or staffing needs, timeframe/phasing. costs/budget expectations, and will also note co-benefits, and associated metrics to track. Overall key performance indicators(KPIs)will be identified for each plan element/focus area as well and indication of which measures will contribute to improved performance on those KPIs will be provided. B. Implementation Blueprints The team will additionally prepare detailed implementation blueprints for each action. These blueprints. typically one-to-two pages will provide a detailed description of the action, responsible implementer, key steps/milestones, partners.timeframe, GHG reduction potential as well as other key metrics,funding sources. technical resources, education/engagement considerations, equity considerations, anticipated outcomes, and co-benefits. Our team will also provide a template that can be used to create these blueprints for additional actions that get prioritized in the future. The team will facilitate a 3rd working meeting with the TSC and CWG to get direct inputs into the implementation blueprints and to discuss any key governance challenges that may need to be addressed. Kay Benefits of Taking Action Climate Action Summary Tables M/WwY r-..t.Mr.,.s.i... .wy T.Fb..Oawv.u.Nu.,..-•T..M wee..wwon n.aa.t.•m.F re u4«r. e.n•N al.r..anw•i••e.rrk,.N1.0 %o per.iu'. ...uYf A,ao. Wnn•s W....a.•••Moo q Ms kpa we...women rl... k.a.M ,wr•I1.ar••••••leel eve the.w.aV ,M.p>..•.V.Mw Ind.r.min..••a•••••r 0.kw..Mete to renal e.at...tla pw. In.•Iwo*a,LMnae awl.,and the~al err•howler.a•w,....11..ata•Y..SYW re Owe M•btµ.u..V..II U.rPt I .r"wl wa•,..q.M suater.Sty M our corn.✓Nv *ton Y .N...a.ert,Y•M.Wa.e.h.-Man•rea...-orY...a me..., are•u.n.*One kwsluo ..wo..w...a ne•U wean Mr MN rrv-c..a uuW •.veto. .s w.w•...1-w.r.•IM..r..,at.m ar.•s oaeu Public and Environnenta Health r'. •••••••,• v-v �4.1%m ea... 1. .n.a.w..•..o.a, Pa�....��....... ...... ...a. WT.1.1...e aew..ewa.re• Racial Equity and Climate Justice „•• t-. : t U i •mr. prra.r.n ar.M.are w_ww U ...+......a..r.r.w.ec a w..... ...� +t wveko-vi,a.nwrknn,aa,aanr«. $ "e^ �' ^ Regional Partnerships ..r taew.•u..v•v.. r>.�...w .,•w + S w, �' ��1'vv Q !T-� r..'.,nlM. .....+r. owl • t- Resilience / \ Job Creston .r..-. to$tressors n•r.erwerr.rrv.w.� I+`° 'a'� S-•a•.•+-•^. .•.w..e•.w.•o.o... $S.�.....t.•. sA:r kev., rr Ya11W Mwr..rvV� _uea• •� tt-t•war ar. w ae bu......ren rwwllw.Vow e SSSS`•+a-+�—.rw rY.r Yee al ear rt..r• v arrest Ion•M•w.l• -...� Clear P.•r. ......... ¢' .� planningcommunities.com 14 C. Governance The project team will develop high-level governance recommendations to ensure that the CAP can be effectively implemented, progress tracked, and outcomes shared with stakeholders and the community. Governance recommendations may be related to ongoing coordination with staff and partners responsible for implementation, changes to budget planning or decision-making that are needed, among other recommendations that emerge throughout the planning process. It is anticipated that community engagement will continue throughout .._ the evaluation of actions and the development of implementation neliverabler strategies (Tasks 6 and 7) in order to understand the perspectives of community members on benefits or hurdles to implementation and • Implementation Matrix how to ensure that benefits of actions are realized throughout the • Implementation Blueprints community. The team will leverage interactive polling, surveying, • Governance mapping and other activities through the online engagement platform Recommendations as well as through in-person activities coordinated by CWG partners. Task 8: Tracking and Reporting Progress As described in the RFP,the City is prepared to set a high bar for climate action and that high bar comes with expectations for transparency, accountability,and reporting on progress.This is essential to the success of the plan's implementation and also to effective ongoing collaboration with community members and regional partners. As previously mentioned, the evaluation and implementation matrix will be set up to establish metrics and KPIs across actions and categories of action. Where data is needed, but not currently tracked consistently, the team will make recommendations for how to do so. To emphasize continuous improvement, implementation progress should be tracked as Deliverables well as changes in KPIs overtime. • List of metrics/ Key Performance Indicators (KPIs) The online platform developed for engagement during the planning process can be leveraged to continue to report out progress to the Framework and community on implementation and outcomes. If the City is interested in recommendations for digital/ creating a dashboard or annual report, our team will work with City staff online reporting to establish the framework for this and guidance on maintaining it after the end of this contract. planningcommunities.com Task 9: Draft and Final Plan Our team believes that an implementable plan is one that establishes clear next steps, establishes responsibilities, and is designed to educate, engage, and empower the community in climate action. The final Plan should be easy to read and understand with visually engaging photos and graphics. Our team routinely delivers graphic, engaging, and actionable planning documents. The Climate Action Plan will summarize the planning process, present the top actions and initiatives, and set the stage for tracking and evaluating progress for future updates. The Plan will include a brief Executive Summary and will be ` developed for digital/online viewing as well as ability to download. PrlivnirahiP' All of the deliverables from the previous tasks will feed into the final • Draft and Final Climate Action plan, which will be graphically designed. An initial draft will be provided Plan (and supplemental to the City for edits and then a final version for adoption by the City. appendices as relevant) The team will also develop a PowerPoint presentation that can be . Corresponding PowerPoint used to present the final Plan to stakeholders and the public. Ifdesired, presentation summarizing Plan our team can deliver a presentation to City Council and/or other committee members at the end of the planning process. This, and any other presentations/meetings beyond those explicitly described in this approach can be discussed and confirmed during a scoping meeting if awarded the contract. planningcommunities.com 16 Proposed Schedule of Implementation The following is a proposed schedule for the development of the CAP. It is anticipated that this schedule will be refined during scoping and/or project kickoff meeting(s) when the Project Team and City staff can confirm the number of in-person and virtual meetings. In the schedule, an "X" denotes a meeting with the Technical Steering Committee and/or Community Working Group (typically both within the same week). "PW" represents anticipated timing of a larger public open house/summit event. the timing of which will be aligned with the 2nd meetings of the advisory groups. "CC" represents a final presentation to City Council, if desired. The schedule does not include other regular coordination meetings or smaller engagement events, or potential virtual meetings. Apr May Jun Jul Aug Sep Nov Dec Jan Feb 23 23 24 24 23 24 24 24 25 24 Task 1: Kickoff Meeting and PM Approach Task 2:Community and Stakeholder Engagement 2.a.Engagement Strategy 2.b.Establish CAP Advisory Groups 2.c.Online Engagement Platform Task 3:Baseline Assessment 3.a.Review existing plans,policies.etc i 3.b.Review of GHG inventory 3.c.Climate Vulnerability Assessment . Task 4:Establish a CAP Framework 4.a.TSC and MG Meeting 1 X 4.b. Draft and Final Framework Task 5:Identify Potential Actions 5.a. Identification of High Impact Actions I. 5.b.Engagement to identify actions 5.c.TSC and CWG Meeting 2 X - Task 6:Evaluate and Prioritize Actions • 6.a.Action screening 6.b. Final list of actions Task 7:Develop Implementation Strategy 7.a.Implementation matrix 7.b.Implementation blueprints X 7.c.Governance recommendations Task 8:Tracking and Reporting Progress 8.a. List of metrics and KPIs 8.b. Digital reporting framework Task 9:Draft and Final Plan 9.a.Draft plan 9.b.Final plan and PPT presentation CC pianningcommunities.com 17 References •� Planning Laura Thomas Dorothea Von Herder Communities City of Richmond,Virginia Town of Sherborn, MA laura.thomas@rva.gov dvonherder@sherbornma.org (804)432-5931 (781)467-9476 RVAgreen2050 Climate Vulnerability & Risk Assessment, City of Richmond John Richardson Community Resilience Officer Town of Chapel Hill, NC jrichardson@townofchapelhill.org (919) 969-5075 Andrew DeLeeuw ELEVATE Deputy County Administrator Washtenaw County, City of Ann Arbor deleeuwa@washtenaw.org (734)222.6741 Maria Galarza Deputy Director,Office of Sustainability City of Detroit galarzam@detroitmi.gov (313) 920.7455 planningtommunities.com 18 - WO,sr)l314.4nwur-. .iuluuejd samunurfwo) 0 Eluiuuald Inv olul6.rrn puowyo!aJo 03 paqplap Ja6auoW Aaglgou!oasns aaWJod oaaoz opgy- „ )from_POLO Jo Aallonb y6ly alp ul auapina si slsitlouo iflinba pun loL odsoa6 'aaowga.rof uo!ssod puo asgaadxa alagi .andoiogolloa puo anlaoa.ra som woad, saprunwwoJ 6uluuold ayd, •uouoi6aaui aplm wads/Cs puo uopoauawaldwr uoUao aaowlp P.romoa Afa/J aya anow oa auawanalyao'MUD 0 som auawssasso ayd, -auawssassvitlipgo.raulnn puo 49,g aaowlp sMo aya ur 010.1 6ulpoal o pa/told puo lanai axau aya O. )from aya>looa saPlunwwop 6uluunld •anuoulu!6uluunld aauaq!saa puo uouao aaowlp paiaauaa -Aalnba sAaD aya '050Zuaaa9yn8 gbnoiya paaaldwoa Aal3 aya aoya.)from louopopunof uodn 6ulplrnd puo 1falllgou!oasns fo aa!JJO s,puowyald Jo' !J aya yalm 6uivom ul loauawnaasui som saulunwwoJ 6uluuold„ 4.410 •�� -' • • • ...... oipealewip hole)siuimenl 3„vwnD ;1 4 II • 1 ....., 411 ..IM, LNW01 "...... - - ✓� O I.LMflNNOJ s_pir _I;.. iiiti• /0 stiiiiitr2 .:.... s I jii ....., s'"4,34 # i _ . . _ ,.., . -.., , •)laon ano wJoJui of wail _ saDuauadxa uo neap ue) weal ano spafaid ayl to Anal e ly91142l4 Al}apq sated Sulnouoi agi •saaion paluasaadaaaapun Alleuoglpeal AJlldwe ley!luawa2eSua Jo'sal4aleals 2u!dolanap to paouaa)!Deal e aney pue'salgelpunoa pue suoissas regpaa;alel!I!Je}AlaelnSai 'luawaSe2ua aaployalels algel!nba u! sliadxa am gels ano .sanss! asayl 4o uopaasaalw ayl le pue 'Allnba pue 'Aaua!!!saa Tuluueld uolpe alew!!a u!2ul)laon uo!s!A anllean pue Alpedea lea!wpal Jo pualq anpupslp e saago sall1unwwoJ 8uluueld aDuaiaadx3 paloid ano limmii .4% Planning �. Communities Climate Action and Response Plan Chapel Hill, North Carolina Summary OBJECTIVES The Town of Chapel Hill has long been a leader in environmental stewardship and reducing •Set community climate and clean its carbon footprint.In 2006, it was the `�"' energy goals first US municipality committing to a 60% •Inventory municipal and community reduction in greenhouse gas emissions /� IP iill greenhouse gases by 2050.In 2019,the Town committed 2020 . 000 , •Identify challenges and opportunities to 100%renewable energy by 2050 and / to climate action C' began a climate action and response •Determine the highest impact climate actions for the Town and planning process with a community wide community focus on mitigating GHGs and making •Prepare detailed evaluations of GHG the community more resilient. Planning impacts,cost,co benefits,and Communities prepared a GHG Inventory partnerships for proposed actions and Forecast and developed a Climate10 Al •Establish a timeline for climate action Action and Response Plan in 2020 to •Convene a Partners Summit to solicit confirm and build on previous Town goals input and build community,energy. and actions. Town of Chapel Hill P gy Climate Action and environmental.equity and other The Climate Action and Response Plan Response Plan partnerships for implementation describes the climate j goals and objectives, ®SVSTAINABIIITV •Provide online engagement and identifies challenges and opportunities, recommendations for leveraged quantifies potential GHG reductions, community-based outreach and presents the highest impact actions the •Prepare a highly visually engaging Town and community can take to reduce and dynamic plan for climate action greenhouse gas emissions and respond \ /\IIIIP that can incorporate future updates to the effects of climate change in Chapel Hill.The firm analyzed community Chapel Hill Climate DATES demographics and climate vulnerabilities Goals to inform climate actions for buildings and .==.•� . -— " " """""+ "" 2019-2020 energy,transportation and land use,natural What is clean renewable and physical resources,and resilience. Current Goals energy? CLIENT(S) 40 50% � � Planning Communities led online _.._ __.- engagement and a Community Partners What„net.e,•, Chapel Hill,North Carolina Summit to build a foundation for net-zero partnerships to support implementation of ---_..-M IIPOPIIII the Climate Action and Response Plan.The 80% el" firm also provided recommendations on John Richardson broad,leveraged and virtual engagement 100% Community Resilience Officer following the onset of the COVID-19 I' .(919)969-5075 pandemic.The Climate Action and i �y jrichardson@townofchal2elhill.org Response Plan was adopted in April 2021 1 and in conjunction the Town unanimously .. L _ . Ai VALUE passed a Resolution to Declare a Climate Emergency and Begin an Emergency Mobilization Effort To Help Restore a Safe $49,840.00 Climate by Implementing the Town's Climate Action and Response Plan. https://online.flippingbook.com/view/857144275/ Certifn•d planningcommunities.com 0 ___ Planning Communities RVAgreen2050 Climate Vulnerability and Risk Assessment City of Richmond, Virginia Summary OBJECTIVES Planning Communities completed the climate vulnerability and risk assessment process forthe City of Richmond,VA in support of the City's overall climate process, •Assess climate risks to RVAgreen 2050.Richmond is working to address climate change and create a more Richmond communities, built equitable and resilientcity for all by centering climate planning on the priorities of assets and natural features those most impacted by climatechange including children,the elderly,and people •Analyze future climate with underlying health conditions.Recurring impacts over time have also resulted in conditions including fl oodplain communities of color and low-incomeresidents bearing the brunt of climate impacts. changes,sea level rise,and urbanheat islands Planning Communities developed an •Apply GIS-based model to extensive GIS analysis of heat and fl i . ir_ "` assess city-wide localized fl ooding risks tocommunities, built assets ooding during heavy rains and natural features to understand how r s l,\ tithe, •Complete GIS based overlay climate change isimpacting Richmond i j communities and assets.The fi rm / analysis of vulnerable communities and assets evaluated anticipated federalfl oodplain imp • t; fidli j,}_,, changes and sea level rise and application •Integrate public and stakeholder ' .1 , I i input into the assessment of a GIS-based fl ooding inundationmodel to account for widespread localized •Support RVAgreen's Climate t Equity Action Plan by applying a fl ooding in low-lying areas during ? li .—-—\....1- •-- heavyprecipitation events.The fi nal a framework to prioritizeactions - f''r Climate Vulnerability and Risk Assessment , r based on climate and t " community vulnerabilities report identifi edcommunities and assets vaf I • Develop Climate Vulnerability with the greatest combined climate and and Risk Assessment Report social vulnerabilities andrecommended and prioritized resilience and adaptation • Prepare StoryMap,video series actions for implementation of theCity's and graphic handout Climate Equity Action Plan 2030. 8A " CLIENTS) A series of deliverables was developed to ' complement the report and communicate P P er l s.eu. R,. inT$.o U.Mer •ss.cl...iob. keyinformation to the City and community City of Richmond,Virginia including: REFERENCES •A StoryMap to illustrate heat and fl ooding climate risks and community and Alicia Zatcoff assetvulnerabilities across Richmond; (804)869-2787 •A video series with animation to provide zatcoff @verizon.net an engaging overview of the RVAgreen climateplanning process, how it DATES incorporated community priorities and equity,and the process andoutcomes 03/2022-08/2022 of the Climate Vulnerability and Risk Assessment; and ___ VALUE •A graphic handout that summarizes the Climate Risk and Vulnerability • ...„.........•...AY..,,..,.,... 552,910.00 Assessment keyinformation. ___ ..^�_�__ , + cert,r,ed planningcommunities.com 0 Co,po„eo, • Planning Communities Tualatin Climate Action Plan City of Tualatin, Oregon Summary OBJECTIVES The City of Tualatin has been . , ��,.1 proactive in its commitment •Support climate action planning to climate action working -A and prioritization in partnership with other • Develop content for Climate communities to within the a,✓' and Community Conditions region to address growing v Je White Paper frequency and impacts from 4' -- ' '"el •: - . ::a' -r—r/ •Compile GIS for climate-related wildfires,extreme heat,and hazards heavy storms and flooding on area communities.The •Map tree canopy and other City developed a Climate -.- environmental features Action Plan to build on local •Create interactive online map and regional efforts and ik My mg and for public input ensure the future resilience I� F' and wellbeingof Tualatin ®�:°. ,,,. �';;;.';o, ; •Support youth outreach and aLA„ overall plan engagement communities. •Survey public works staff about Planning Communities climate concern supported development of the Climate Action Ar -4-•. Plan through a team- % • ,• CLIENT(S) based approach.The firm developed baseline maps of City of Tualatin,Oregon climate hazards relating to flooding, fire,smoke,heat and REFERENCES landslides and mapped tree ` canopy to support climate • Maddie Cheek and resilience action planning ., �" . _ and prioritization.Relevant `_ Management Analyst i ; (5an)ge climate and community conditions were summarized "�",.' Fires within 25m1 ...s.....4 mcheek@tualatin.gov for a white paper to inform or Tualatin ` planning. �,..7,:, �r• VALUE The firm created an 1 interactive online map to $14,560.00 support public engagement, including a specific tab for outreach to youth.A geo- based survey was also implemented to solicit input on areas of climate concern from local public works staff. Planning Communities'analysis and engagement support efforts informed development of a GHG inventory,goal-setting,forecasts,and a Climate Action Plan addressing both adaptation and mitigation strategies. Certified planningcommunities.com 0 Planning Climate Pollution Reduction Grant Stakeholder Engagement Communities and Capacity Building, Central Pines Regional Council, NC 10/2023-present The Central Pines Regional Council (CPRC was awarded a Climate Pollution Reduction Grant from EPA to develop a Priority Climate Action Plan (PCAP) in early 2024 and a Comprehensive Climate Action Plan (CCAP) by Fall 2025 for an 8-county region. Planning Communities is delivering an equity-centered approach to engaging stakeholders across these urban and rural counties during the development of the PCAP that will be led by community organizations and leaders through the CCAP and implementation. The firm is providing a two-part educational and capacity-building workshop series to key community-based organizations (CBOs)and developing an online platform, CBO toolkit and larger regional workshops to support wider engagement across the region. Engagement will create a shared understanding of climate conditions,challenges,and opportunities; solicit input on community needs and priorities, as well as emissions reduction and climate solutions; and most importantly build capacity for collaborative and ongoing implementation of climate solutions. Oi Planning Delaware Climate Action Plan, Delaware ✓Communities Planning Communities supported public engagement and technical studies for the Delaware Statewide Climate Action Plan. A series of highly interactive public meetings and facilitated technical advisors workshops were held in early March 2020 to create structured stakeholder and public input to inform the plan.The firm prepared social vulnerability maps for each county and facilitated dialogue at the public workshops around the intersection of social vulnerability and climate vulnerability. Kiosks at the workshops provided access to an interactive online mapping exercise that allowed participants to provide comments and suggestions about Delaware's resilience to climate change and tag specific locations. Planning Communities also provided technical feedback and input to the development of recommended climate actions in the areas of transportation, land use,and other planning-related measures, discussions regarding equity considerations, and the analysis of co-benefits The team also advised the state on the findings and engagement for state-led adaptation plans. A virtual online engagement series was designed for Delaware communities to review and provide input on the recommendations for the Statewide Climate Action Plan in Fall 2020. Planning Communities led the development of the meeting and facilitation plan to incorporate quick polls, interactive exercises and breakout groups to ensure that this online engagement maintained an engaging approach to the state's outreach. These workshops were also designed to complement Adaptation Plan workshops led by the state. Wit` Plannin Sustainability Plan "ReNew Dayton" Communities Planning Communities together with Burton Planning Group developed a robust Sustainability Action Plan, branded as "ReNew Dayton"to build momentum and move forward from earlier stalled Sustainability efforts.The final plan outlines target outcomes, strategies,actions, performance metrics, responsibilities and timeframes to move the City towards a more sustainable future. Planning Communities assessed prior City efforts, determined strengths, weaknesses,opportunities and threats (SWOT),documented relevant national and regional sustainability best practices,and facilitated core team and interdepartmental "Green Team" meetings,visioning sessions, City leader and stakeholder interviews, and a charrette style set of meetings and a public workshop to engage stakeholders in plan development. planniny(ommonities.com Project Title City of Iowa City Climate Action and Mitigation Plan Lead Organization Elevate in partnership with Inova Energy Group Funder/Client City of Iowa City Project Description In 2018, Elevate assisted the City of Iowa City in the development of a Climate Action and Adaptation Plan to develop strategies to achieve emission reductions established by City Council.The project involved convening a steering committee and engaging community- based organizations and the public in general for purposes of providing critical input, perspective,and expertise in determining the content of the plan.An online survey was also conducted to gather feedback from the community.The process resulted in a plan with 35 proposed actions,which will provide a diverse array of options for the city,local business and industry,and individuals to make a difference. Work Sample Link Climate Action Plan: https://www.iowa-city.org/weblink/0/edoc/1803121/Climate%20 Action%20Plan.pdf Project Title Washtenaw County Climate Action Plan Lead Organization Elevate Funder/Client Washtenaw County, City of Ann Arbor Contact Andrew DeLeeuw, Deputy County Administrator 734.222.6741 deleeuwa@washtenaw.org Project Description From 2021-2022, Elevate led a team to create a Washtenaw County Community and Organizational Climate Action Plan, to deliver on the County's goals of organizational carbon neutrality by 2030 and communitywide carbon neutrality by 2035.The Plan focused on both mitigating and adapting to climate change through the frame of broad strategies and specific actions including energy efficiency, adoption of solar, and other carbon reducing activities. Equity was the frame that guided the plan, both in process and outcomes.The final Plan addresses all relevant sectors, industries, and types of activities within the scope of the County. The document addressed multiple audiences, including residents,community partners, and county staff. Above all, the Plan is designed to inspire action and identify equitable, inclusive paths forward that benefit residents, particularly those in frontline communities and most vulnerable to climate impacts. Work Sample Link Climate Action Plan: https://www.washtenaw.org/DocumentCenter/View/29331/ Resilient-Washtenaw---Final 23 Project Title Evanston Municipal Operations Zero Emissions Strategy Lead Organization Elevate in partnership with Center for Neighborhood Technology Funder/Client City of Evanston Project Description In 2021 Elevate worked with the City of Evanston and the Center for Neighborhood Technology to develop the Evanston Municipal Operations Zero Emissions Strategy.The Strategy charts the path forward to achieving net zero emissions in Evanston's municipal operations by 2035.As part of this project,the team developed a fleet analysis and action plan,conducted net zero energy assessment case studies for three municipal buildings, and led a series of workshops for both internal municipal staff and external stakeholders. Work Sample Link Climate Action Plan: https://www.cityofevanston.org/home/ showoublisheddocument/71617/637878722391070000 Project Title Washtenaw County Climate Action Plan Lead Organization Elevate in partnership with Ecoworks, Center for Neighborhood Technology, and Next Energy Funder/Client City of Detroit Contact Maria Galarza, Deputy Director, Office of Sustainability 313.920.7455 galarzam@detroitmi.gov Project Description The City of Detroit's Climate Strategy is a framework for residents, businesses,city departments,and industry to achieve the City's emission goals and increase resilience as climate change impacts our daily lives. From 2021-2023, Elevate led a team along with Ecoworks,Center for Neighborhood Technology,and Next Energy to support the City of Detroit Office of Sustainability to complete their Climate Strategy Plan.The team reviewed and updated the City of Detroit's greenhouse gas inventory,conducted a sensitivity analysis, and helped community engagement to support the creation of climate ambassadors for the plan.The City of Detroit's Climate Strategy is a framework for residents, businesses,city departments,and industry to achieve the City's emission goals and increase resilience as climate change impacts our daily lives.The website created by the City provides interactive navigation to explore four action strategies centered on reducing our greenhouse gas emissions and adapting to the effects of climate change.The strategy was developed collaboratively between the Office of Sustainability,City departments,consulting partners, input from community engagements and informed by the Climate Equity Advisory Council (CEAC).The work supports existing efforts,including the City's,and responds to the Sustainability Action Agenda which was published in 2019 and updated in 2021. Work Sample Link Climate Action Plan: https://detroitclimatestrategy.com/ 24 ELEVATE �_„�„ i. - _ .t Energia Solar , �. itit,WIy r • Photo courtesy of Certasun f 1 C Los sistemas de energia solar capturan la luz solar y Ia convierten en electricidad, que luego se utiliza para todo to que regularmente "enchufas" como lutes, electrodomesticos e incluso automOviles electricos. Muchas personas estan aprovechado esta fuente cambio,usted obtiene un credito en su factura de energia renovable para su hogar,a medida que de electricidad que represents la energia que los avances tecnologicos hacen que la energia solar su porciOn del sistema gener6. En Illinois las este mas ampliamente disponible. companias de energia solar comunitaria le ayudan ti a ahorrar cobrando menos de 10 que habria pagado Beneficos de Ia energia solar en a ComEd o Ameren. su hogar Illinois Solar Para Todos • Los sistemas solares generan su propia energia Illinois Solar for All(ILSFA)es un programa que to cual le ayuda a ahorrar dinero en su factura mensual de electricidad. ayuda a que las instalaciones solares sean mas • Debido a que la energia solar es un recurso asequibles para los inquilinos y propietarios removable no utiliza combustibles fOsiles,to de viviendas.A traves de ILSFA,no hay costos que ayuda a reducir la contamination,reducir iniciales para los pardcipantes.y los ahorros estan las emisiones de gases de efecto invernadero y garantizados.Los ahorros vanaran dependiendo prevenir el cambio climatico. de una variedad de factores,como la cantidad • Los precios del carbon y del gas natural han de electricidad que produce el proyecto solar seguido aumentando a medida que sus fuentes y su tarifa de electricidad actual.Para obtener se agotan,pero como recurso renovable los mformaciOn de ahorros especifuca para su hogar, precios de la energia solar trabaje con un proveedor aprobado a traves del permanecen constantes. programa ILSFA. Illinois Shines Energia Solar Comunitaria Los residences de Illinois que no califican para Si usted es un inquilino o propietario de un ILSFA aun pueden aprovechar las oportunidades condominio,probablemente no puedes instalar solares a traves de Illinois Shines,un programa un sistema solar en su hogar. El programa de de incentivos administrado por el estado que energia solar comunitaria es otra oportunidad apoya el desarrollo de nueva energia solar para que le permite recurrir a un sistema solar que se proyectos solares tanto en el sitio como energia construye en algun lugar que no sea su hogar.A solar comunitaria en Illinois.Mas information en IlinoisShines.com i,Quieres Saber Mas? Vusita ElevateNP.org/Illinois-Solar-for-AII/para aprender mas sobre la energia solar y cdmo pude ayudarte a ahorrar energia y dinero en to hogar. iii:•• ELEVATE 25 i ELEVATE • r • i Sellado contra el aire y Aislamiento Sin importar en que habitacion estes o como sea el clima quieres que to hogar sea comodo. El sellado contra el aire y el aislamiento son algunas de las mejores caracteristicas de rendimiento del hogar para mantener una temperatura constante mientras ahOrrale dinero en sus facturas de calefacciOn y enfriamiento. El sellado contra el aire exhaustivo junto con el Aislamiento: Cornodidad durante aislamiento correctamente instalado,trabajan juntos todo el ano para mantener su hogar a la temperatura deseada y eviten costos innecesarios en calentar y enfriar Para mantener una temperatura cOmoda en to su hogar. hogar,el calor perdido en el invierno debe ser Sellado contra el afire: Reduzca las reemplazado por su sistema de calefacci6n y el calor ganado en el verano debe ser eliminado fugas y corrientes de aire por su sistema de enfriamiento. En el invierno se Las paredes,ventanas y puertas tipicamente tienen pierde el 10%del calor de una casa a trav6s de un mont6n de grietas y huecos que permiten que ventanas y puertas,y el 25-35%del calor se pierde el aire entre y salga de su casa.La tuberia,los a trav6s de paredes y techos sin aislamiento.Aislar respiraderos,los conductor,la iluminaci6n y el adecuadamente su hogar crea una barrera para cableado tambi6n dejan mas agujeros.Sellar estas evitar esta perdida de calor,to que mantiene su aberturas ayuda significativamente a reducir las hogar c6modo y le ahorra dinero en sus facturas corrientes de aire,asi como la humedad,el polvo,el de energia. polen,las plagas ye el ruido en su hogar. Ver al revesi. ELEVATE 26 Additional Information planningcommunities.com 27 Kari Hewitt, LEED AP, ENV SP Chief Regeneration Officer Kari has recently joined Planning Communities as the Chief Regeneration Officer for Planning Communities,She is an experienced climate and sustainability consultant, business owner,team leader,educator, mentor,and systems thinker.She believes in centering equity and social justice into all aspects of her work and that our collective journey in understanding systems of privilege and oppression are critical to action on climate change. Columbus MSA Climate Pollution Reduction Grant(CPRG)Engagement and Plan Employment History Development,Columbus,OH Kari is serving as Project Manager for technical and engagement support services for Chief Regeneration Officer Columbus MSA in the development of a Priority Climate Action Plan and a Comprehensive Planning Communities Climate Action Plan for a 10-county MSA region,led by City of Columbus.The PCAP and Watertown,Massachusetts CCAP efforts are part of EPA-funded CPRG program. Founder and President Central Pines Regional Council Climate Pollution Reduction Grant(CPRG)Outreach and Hewitt Sustainability Engagement Services,North Carolina Strategies,LLC Kari is the Deputy Project Manager to support outreach and engagement to the Central Watertown,Massachusetts Pines Regional Council who is the lead agency for an 8-county EPA-funded CPRG grant to complete a Priority Climate Action Plan and a Comprehensive Climate Action Plan.The Adjunct Professor team is leading the outreach and engagement efforts for the planning process,including Tufts University-Urban& convening and training a team of community-based organizations to reach the region's Environmental Policy&Planning most vulnerable/disadvantaged populations. Medford,Massachusetts Director of Client Services Sustainable Sherborn Climate Action and Resilience Plan,Sherbom,MA Kim Lundgren Associates Kari Hewitt was contracted by the Town of Sherborn,MA to develop a Climate Action and (KLA),Inc. Resilience Plan for the Town,funded through the Massachusetts Municipal Vulnerability Boston,Massachusetts Preparedness(MVP)program.She led the development and facilitation of a Climate Resilience Working Group as well as a broader community-wide engagement effort to Director of Sustainability conduct a baseline assessment,identify potential actions,prioritize actions,and develop VHB,Inc. implementation strategies.The final plan includes recommendations across five plan Watertown.Massachusetts elements(Buildings&Infrastructure,Community Well-Being&Preparedness,Natural Resources&Agriculture,Sustainable Resource Consumption,and Transportation& Education Mobility),for governance and for education and resident climate action and preparedness. M.A.,Urban&Environmental Kari also developed a supplement to the plan,a Residential Climate Action Toolkit. Policy b Planning,Tufts University,2008 RVAGreen Climate Vulnerability and Risk Analysis,Richmond,VA Supported an extensive GIS analysis of heat and flooding risks to communities,built B.A.,Sociology,Smith College, assets and natural features to understand how climate change is impacting Richmond 2004 communities and assets. Evaluated anticipated federal floodplain changes and sea level Leadership b Affiliations rise and applied a GIS-based flooding inundation model to account for widespread localized flooding in low-lying areas during heavy precipitation events.Identified •Board of Directors.New communities and assets with the greatest climate and social vulnerabilities and Ecology,Inc.2019-present recommended and prioritized resilience and adaptation actions for implementation of the •Member American Planning City's Climate Equity Action Plan 2030. Association,Sustainable Envision and Airports Strategy Consulting Services,Institute for Sustainable Communities Division Infrastructure(ISI),National •Envision Review Board,Institute Kari is co-leading a multi-year contract with ISI to provide strategic planning and for Sustainable Infrastructure, communications services supporting ISI and airport users in understanding opportunities 2015-2019 associated with using the Envision rating system for sustainable infrastructure at airports. •Certified Municipal Vulnerability As part of this work,Kari developed an Airports Executive Brief,completed a survey of Preparedness(MVP)Provider airport Envision users,coordinates with FAA on climate resiliency alignments between FAA resources and Envision,developed an Airports and Envision Insights, Resources,and Opportunities(AIRO)Guide,and established and has been co-facilitating an Envision& Airports Working Group of over 40 members. • Planning Communities planningcommunities.com Delaware Climate Action Plan Public Engagement and Technical assumptions and actions to reach zero transit emissions. Assistance Supported public engagement efforts and supporting technical studies for the Delaware Statewide Climate Action Plan.A series City of Philadelphia Division of Aviation:Sustainability On-Call of highly interactive public meetings and facilitated technical Services,Philadelphia,PA advisors workshop were held in spring 2020 to inform the plan. While working at a previous employer,Kari served as Strategic A new round of virtual online engagement has been designed Director for the first year of 3-year sustainability on-call services for Delaware communities to review and provide input on contract.Oversaw development of a climate vulnerability the recommendations for the plan.The team has also been assessment for the airport, including a vulnerability workshops tapped to advise a separate engagement process the state has with airport staff and local stakeholders.Also led tasks associated undertaken for a climate adaptation plan and will integrate with sustainable return on investment/life cycle cost analyses for adaptation recommendations in the next round of Climate Action sustainability investments. Plan meetings.Planning Communities is also supporting the San Francisco International Airport(SFO),San Francisco,CA development of recommended climate actions and analysis of While working for a previous employer,Kari supported ongoing co benefits. sustainability planning and reporting,including the facilitation Climate Action Plan and Response Plan,Chapel Hill,North of a thought leadership workshop with key airport leaders and stakeholders,as well as subject matter experts,to develop SFO's Carolina 'Big Hairy Audacious Goals(BHAGs)"that set targets for zero Supported the development of a town-wide partnership-based waste,zero energy,and zero emissions.These were articulated Climate Action and Response Plan.The Plan will describe climate in SFO's 2015 Climate Action Plan,incorporated into its master goals and objectives,identify challenges and opportunities,and plan,and laid the groundwork for its continued leadership in present the highest impact actions the Town and community can sustainability,which is still currently framed around this goal to be take to reduce greenhouse gas emissions and respond to the the first airport in the world to achieve'triple zero effects of climate change in Chapel Hill.Analyzing community demographics and climate vulnerabilities to inform climate LAWA Annual Sustainability Reports and Dashboard,Los actions and engagement strategies. Facilitating broad,leveraged Angeles,CA engagement with community groups,organizations,and town For Los Angeles World Airports(LAWA)Kari,while working for a leaders to build capacity for implementation. previous employer,served as Project Manager responsible for reviewing existing sustainability data and conducting data analysis, Massachusetts Bay Transportation Authority(MBTA),Blue Line reviewing existing data collection and reporting methodology Master Plan,Boston,MA and providing feedback,and preparing the 2016,2017,and 2018 Kari is part of a team developing a Master Plan for the Blue Line, Annual Sustainability Reports.Additionally, Kari provided support part of the MBTA's regional transit system.As the Resiliency Lead for the development of LAWA's Sustainability Database and for the BLMP, HSS is tasked with identifying climate vulnerabilities Dashboard,a web-based platform aimed at reducing airport staff of the Blue Line and its surrounding communities,most of which time,ensuring greater data control and access,and offering user- are largely transit-dependent Environmental Justice communities. friendly graphics and reporting. HSS has been working with the MBTA and other team discipline leads to understand these vulnerabilities,contextualize them Climate Smart Communities,NYS DEC/NYSERDA,Mid-Hudson within a broader urban and regional planning context,and identify Valley and Capital Region,NY short-and long-term opportunities to enhance resilience of the This Project supported local climate and sustainability programs Blue Line. for more than 70 Climate Smart Communities Members in the Lower Hudson Valley and Capital District regions of New York, Massachusetts Port Authority(Massport),Sustainable and including the provision of direct services related to completing Resilient Design Standards,Boston,MA greenhouse gas(GHG)emissions inventories,climate action and sustainability plans,implementation of GHG reduction and other Kari is part of a team completing a substantial restructuring and sustainability measures,identification of funding opportunities, update to Massport's Sustainable and Resilient Design Standards and reporting and tracking of sustainability metrics.While at a to align with the Authority's net zero and climate resilience goals. previous employer, Kari led the design and delivery of technical HSS was tasked to lead this coordinated effort and has been the assistance,supported the development of tools and resources, lead author for all resiliency standards and guidance as well as and provided education and training. the standards for infrastructure projects.HSS is also supporting the engagement of key stakeholder and pilot users in the Founder and President development and review of the Standards. Founder of woman-owned(WBE)sole member LLC providing strategic planning,technical,and educational consulting services GoRaleigh Zero Emissions Transition Plan around sustainability and climate resiliency.Example Recent projects: Building on prior research on clean energy and alternative fuels, developed a Zero Emissions Transition Plan for GoRaleigh's • Massport Sustainable and Resilient Design Guidelines Update transit fleet.In addition to assessing tailpipe emissions,evaluated (subconsultant) - Massport emissions associated with fuel production to include the • MBTA Blue Line Master Plan(subconsultant),resiliency task lead emissions impact of Raleigh's anaerobic digester recapture of - MBTA natural gas as a fuel source and of the electric grid currently and • Sustainable Sherborn Climate Action and Resilience Plan- as the grid is greened over time.Outlined forecast emissions and Town of Sherborn,MA planningcommunities.com • Airports and Envision Advisory Services- Institute for ISI/Zofnass Virtual Conference(Nov 2021):Avoiding False Sustainable Infrastructure Solutions - Centering People and Equity in Infrastructure • Puerto Rico Greenhouse Gas Inventory(subconsultant)- APA National Planning Conference(2021):You've Got a Climate Puerto Rico Action Plan- Now What? • Subject Matter Expert(subconsultant)-Zero Emissions Southern New England American Planning Association(APA) Transition Plans-GoRaleigh Transit;Greensboro,NC;Grant Conference(2020): County,WA • RVAgreen Climate Risk Assessment(subconsultant)- Advancing Resilience in Coastal Communities Through Equitable Richmond,VA Engagement and Multi-Benefit Solutions • Rochester Heat Emergency Plan(subconsultant) -City of The Envision®Playbook: Inspiring Expanded Implementation Rochester, NY of Sustainable Infrastructure -Zofnass Program for Sustainable Adjunct Professor Infrastructure at Harvard University(2020): Lecturer for Sustainability Metrics and Decision Tools course,a Making the Case for Sustainable Buildings and Infrastructure core course in the MS Sustainability program,as well as GHG Accounting&Management elective.Lead instructor for Field NY Build Show-Sustainability Summit:Harnessing Data for Projects-required course for all first year MA/MS students. Informed Sustainable Decision-Making and Performance Management(March 2019) • Developed curriculum for two new courses(Metrics and GHG) • Thesis advisor and reader;academic advisor Panel Discussion: Redefining Sustainability Across the Sector • Selection of proposals and coordination with community (March 2019) project partners Green Building Media Sustainability Symposium:Panel Discussion • Planned and facilitated sustainability practitioner workshops - Smart Cities: Innovative Approaches for Intelligent Cities with students,faculty,and alumni (2017) Director of Client Services WTS International Conference:Panel Discussion - Funding Part of Executive Team setting strategy for company client Sustainability and Resiliency(2017) services and growth while also managing climate action planning APTA Sustainability&Multimodal Planning Workshop:Healthy projects and supervising team of sustainability/resiliency planners. Community Design- A Holistic Approach to Transit Planning Supported business development and thought leadership (2017) around climate change mitigation,resilience,and sustainability management practices across national footprint. USGBC Greenbuild Conference:Getting Smart About Sustainable Cities(2017) Director of Sustainability Scaling Up: Energy Master Planning at the Local, Regional,and Starting as a junior level climate and energy planner,supported State Level(2014) growth of sustainability planning services and became Director of Sustainability for the company. Florida American Planning Association(APA)Annual Conference: • Supported clients with sustainability planning and reporting City of St. Petersburg Integrated Sustainability Action Plan services,climate action and strategic energy planning,resiliency (ISAP):A Model of Sustainability,Resiliency,and a Clean Energy Roadmap Planning Effort(Sept 2019) planning,and stakeholder engagement. • Supervised team of environmental and sustainability planners. Angry Birds from the North and South Discuss Climate Law, • Oversaw VHB's Corporate Sustainability Program,which aimed Policy,and Practice(Sept 2013) to integrate sustainability throughout the company's projects Mitigating the Impacts of Sea Level Rise and Climate Change and operations. (Sept 2014) • Educated and engaged VHB employees across 24 offices(over 1,300 employees)on sustainability challenges,opportunities, Example Reports and Publications: and integration of services for sustainable "Puerto Rico's 2019 and 2021 Greenhouse Gas Inventories and resilient solutions. Report,"July 2023.Available at: https://aeclinic.org/ • Led internal and external trainings related to sustainability, publicationpages/7/2023/puerto-ricos-2019-and-2021- rating systems,and planning processes;regular webinar and greenhouse-gas-inventories-report conference speaking engagements. 'Resilient Together: Beverly&Salem Climate Action and Professional Affiliations/Boards/Honors Resilience Plan,"July 2021.Available at: https://kladashboard- • Board of Directors,New Ecology,Inc.2019-present clientsourcefiles.s3.amazonaws.com/Beverly-Salem/ Resilient+Together+Climate+Action+Plan+Final.pdf • Member-American Planning Association,Sustainable Communities Division "Integrating Sustainability Planning and the Environmental Review Process."National Academies of Sciences, Engineering, • Envision Review Board, Institute for Sustainable Infrastructure, and Medicine.2019.Washington, DC:The National Academies 2015-2019 Press.https://doi.org/10.17226/25638 • Engineering News Record - New England's Class of 2015 Top "Integrated Sustainability Action Plan,"April 2019.City of St. Young Professionals Petersburg, FL.Available at: https://www.stpete.org/residents/ sustainability/plans_policies.php Selected Presentations/Publications: ISI Virtual Conference - Expecting More(Nov 2022):Lessons Hewitt,K,&Anderson,S."Getting Smart about Sustainability,' from the Airport Sector USGBC Blog,October 5,2017.Available at: https://usgbcma.org/ blog/getting-smart-about-sustainability/ planningcommunities.com Teresa Townsend, AICP Chief Executive Officer/Principal Planner M5.Townsend is a founding partner of Planning Communities.a socially responsible focused company, She has 30 years of experience and multidisciplinary background in community. transportation and environmental planning and research. She is accomplished in the industry for her work in Community Impact Assessment (CIA). - Indirect and Cumulative Effects. integration of Geographic Information Systems(GIS). Climate Action and Resilience Planning. She has led several FHWA research efforts. including serving as Co-Principal Investigator for:Community Vision Metrics,an online searchable database for livability performance measures; the PlaceFit/Community Employment History Preference Tool: and the Newtown Pike Extension Video and Brochure. Ms.Townsend was a subject matter expert and task lead for FHWA's Context Sensitive Solutions Chief Executive Officer/ Technical Assistance delivery,as a senior advisor for NCHRP 25-25.Task 105:Connecting Principal Planner Transportation and Health - A Guide to Communication and Collaboration and led Planning Communities.LLC research and solicited expert input to develop the indicators and the tool framework Raleigh,North Carolina for the Transportation and Health Tool for USDOT and CDC. Ms.Townsend developed Senior Transportation and served as a lead instructor for the original FHWA National CIA course.developed Planner a statewide Public Involvement Course for Florida DOT,served as an instructor for the Carter Burgess/Jacobs NCDOT Context Sensitive Solutions course.and has developed and delivered training Orlando. Florida and instruction to numerous tribal,state and local entities.Additional research/policy Research Associate/ experience includes NCHRP 25-25.Task 36: Recurring Community Impacts Guide (co- Instructor principal): NCHRP 8-36.Task 66: Improved Methods for Assessing Social.Cultural.and North Carolina State University/ Economic Effects of Transportation Projects:and NCHRP Project 25-25 Task 69:Defining Institute of Transportation Community Context in Transportation Planning and Project Development. Research and Education(ITRE) Raleigh,North Carolina Delaware Climate Action Plan Public Engagement and Technical Assistance Senior Environmental Supported public engagement efforts and supporting technical studies for the Planner Delaware Statewide Climate Action Plan.A series of highly interactive public meetings Town of Cary,North Carolina and facilitated technical advisors workshop were held in spring 2020 to inform the Community Planner II plan.A new round of virtual online engagement has been designed for Delaware North Carolina Department of communities to review and provide input on the recommendations for the plan. Transportation(NCDOT) The team has also been tapped to advise a separate engagement process the Raleigh.North Carolina state has undertaken for a climate adaptation plan and will integrate adaptation recommendations in the next round of Climate Action Plan meetings.Planning Senior Planner Communities is also supporting the development of recommended climate actions City of Decatur and analysis of co-benefits Decatur,Illinois Crime Prevention Climate Action Plan and Response Plan,Chapel Hill,North Carolina through Environmental Planning Communities developed a Climate Action and Response Plan for the Town Design(CPTED)Grants that describes the climate goals and objectives, identifies challenges and opportunities, Administrator quantifies potential GHG reductions,and presents the highest impact actions the Town Coalition for Neighborhood and community can take to reduce greenhouse gas emissions and respond to the Organizations(CONO) effects of climate change in Chapel Hill.Analyzed community demographics and climate Decatur,Illinois vulnerabilities to inform climate actions and engagement strategies. Brought key Town stakeholders together in a Community Partners Summit in late February 2020 to build GIS/Special Projects Planner strong partnerships to support implementation of the Climate Action and Response Plan. Town of Cary.North Carolina Provided recommendations to facilitate broad,leveraged engagement with community Historic Area Planner groups,organizations,and town leaders to build capacity for implementation,and advised Near West Restoration and on virtual approaches for engagement on the plan. Preservation Society(NWRAPS) Decatur,Illinois Hazard Mitigation Plan,Wellesley,Massachusetts Geographic lead in the development of a town-wide partnership-based climate action and response plan that will include mitigation and adaptation strategies and actions.Analyzed areas within the planning jurisdiction of populations that are most vulnerable to the effects of climate change.extreme heat.flooding.current conditions •••,4111k Planning and other potential climate risks and hazards. Communities planningcommunities.com Education Community-wide Climate Action Plan,Raleigh,North Carolina M.A.Environmental Planning Firm lead on the development of a city-wide partnership-based climate change University of Illinois,Springield plan that will include mitigation and adaptation strategies and actions.Prepared B.A.,Psychology/Sociology mapping of vulnerable populations,current conditions and potential climate hazards Millikin University and designed an equity framework that is being applied to empower population groups that are the most vulnerable to the effects of climate change.Facilitating Professional Affiliations, engagement with technical and community stakeholders to build capacity for Boards and Honors implementation.Providing subject matter input into the greenhouse gas(GHG) American Planning Association Inventory and best practices for transportation and land use climate actions and (APA)/American Institute of measures. Certified Planners(AICP) Executive Committee/ SustainabiUty Action Plan"ReNew Dayton",Dayton,Ohio Communications Chair for the Project Manager for the creation of a Sustainability Action Plan.branded as"ReNew Sustainable Communities Dayton"for the City of Dayon,Ohio.Assisted City staff,partnering agencies and Division stakeholders on establishing a clear consensus.collaborative approach and commitment to move Dayton into more sustainable future.Assessed current and Urban and Regional post efforts and approaches,determined strengths.weaknesses,opportunities and Information Systems threats(swot).conducted a charrette style workshop and developed implementable Association(URISA)Immediate action-focused strategies within the sustainability context. Past President-Current. Community Resiliency Task FHWA Context Sensitive Solutions(CSS)Technical Assistance Leveraging Context Sensitive Solutions for Sustainable Transportation National Force-Climate Change& Virtual Peer Exchange Climate Equity Chair Planning Communities developed/led a national virtual peer exchange with Delaware Selected Publications/ DOT,Hawaii DOT.Hillsborough(MPO).Florida.Utah DOT,and Colorado DOT to share S Presentations knowledge and experiences between agencies in support of a better understanding how to leverage CSS for creating sustainable transportation infrastructure. Townsend,Teresa. Contributor/Advisor.American Delaware DOT Technical Assistance:Climate Change Department Policy Framework Planning Association,Climate Led Delaware DOT in examining current departmental procedures alongside key Action Polciy Guide.2020 climate change study findings to identify areas for integration of the state's three Townsend,T.Actionable key strategies into transportation planning. development and delivery through a Geospatiol Data and Tools Context Sensitive Solutions approach.Provided a review of Delaware climate change to Protect our Climate Future policies and studies to inform an assessment of gaps in the potential for integration Workshop(Full Day)LOCATE of climate change policies and findings into DeIDOT processes. Leveraged DeIDOT 19.Geospatial Conference. CSS guidance and experience to integrate climate change approaches within CSS Melbourne,Australia.2019 framework.Identified opportunities for improving DeIDOT procedures and guidance in Townsend,T.GIS Supporting a unified manner to reflect climate change considerations,including implementation Community Resiliency challenges and opportunities. Demonstrated how CSS process and principles can Workshop(Full Day),URISA integrate with climate change policies and principles and support development of unique context-based climate and resiliency strategies in different communities across the state of Delaware. Developed an implementation plan which provides a more unified framework and identifies specific action items to integrate climate change assessment and planning into DeIDOT policy guidance and decision-making. Transportation and Health Tool(THT)Indicator Assessment Project Manager for the firm's involvement in the development of a web-based tool to support the consideration of public health goals in transportation decision making. Conducted an indicator data assessment, review,and synthesis to determine which indicators/data sources should be included in the tool.Key tasks included an indicator and evidence base review.indicator development.and facilitation of input from subject matter experts in both fields. 36 4 Ann Steedly, PE 4 Chief Operations Officer/Principal Planner AP VI Ms.Steedly is a founding partner with Planning Communities with 26 years of experience managing infrastructure,environmental and socioeconomic studies.She has expertise in multimodal transportation,community and recreational planning,equity,Title VI and T Environmental Justice.Ann has led research,training,process improvements and projects for state Departments of Transportation,FHWA, National Park Service,transit agencies,the American Public Health Association,and others.She is active with Transportation Research Board having served numerous years on the Social and Economic Factors committee and currently serving on the AME10 Equity in Transportation committee. Employment History NCHRP 25-25 Task 105:A Guidebook for Communications between Transportation and Chief Operations Officer/ Public Health Communities Principal Planner Principal Investigator for researching best practices and development Planning Communities,LLC of a guidebook and toolkit to support state DOTs and MPOs in collaborating on Raleigh,North Carolina transportation and health issues during each stage of transportation planning and Project Manager/Senior development.Tasks included literature review,a DOT state of readiness scan,web-based Planner stakeholder focus groups with transportation and health stakeholders,and development of Arcadis a guidebook,practitioner toolkit,and suite of implementation resources. Raleigh.North Carolina Durham Sidewalk Inventory GIS-based Asset Management,Dashboards,and StoryMap, Public Involvement& Durham,North Carolina Community Studies Developed GIS data for an inventory,conditions assessment,and asset management plan Manager for the City's 639 miles of sidewalks.Developed dashboards and a StoryMap to visually North Carolina Department of communicate the progress and results of the GIS-based inventory,as well as community Transportation(NCDOT)Human survey results.Established a data-driven equity lens framework to combine field data with Environment Section equity data and community input to enhance equity in implementation for future sidewalk Raleigh,North Carolina improvement efforts. Planner Climate Action Plan and Response Plan,Chapel Hill,North Carolina North Carolina Department of Transportation(NCDOT)Rail Planning Communities developed a Climate Action and Response Plan for the Town Division that describes the climate goals and objectives,identifies challenges and opportunities, Raleigh,North Carolina quantifies potential GHG reductions,and presents the highest impact actions the Town and community can take to reduce greenhouse gas emissions and respond to the Engineer/Analyst effects of climate change in Chapel Hill.Analyzed community demographics and climate Black&Veatch vulnerabilities to inform climate actions and engagement strategies.Brought key Town Gaithersburg,Maryland stakeholders together in a Community Partners Summit in late February 2020 to build strong partnerships to support implementation of the Climate Action and Response Plan. Education Provided recommendations to facilitate broad,leveraged engagement with community groups,organizations,and town leaders to build capacity for implementation,and advised -M.B.A..University of Georgia on virtual approaches for engagement on the plan. Athens,GA - B.S.,Civil Engineer,Virginia FHWA-NHI Planning and Environmental Linkages(PEL)Workshop Tech Developed course materials for the Planning and Environmental Linkages(PEL)Workshop Blacksburg,VA for the Federal Highway Administration(FHWA)for a planned National Highway Institute Community Spanish Facilitator course.Assisted with development of the Course Design Plan and developed lessons on Durham Tech,2011 the Foundations of PEL-Why to apply PEL,How Other Planning Products Information NEPA, Public Involvement,and Strengthening PEL Connections and Implementation. Professional Affiliations, Transportation&Health Tool(THT)Implementation Workshops Boards and Honors Supported the development and facilitation of two workshops(Greensboro, North -TRB Carolina El Delware DOT)for implementing the Transportation and Health Tool(THT) -AME10 Equity in Transportation developed by the Centers for Disease Control and Prevention(CDC)and the U.S. Communications Coordinator Department of Transportation(USDOT).The THT is an online resource developed by the CDC and USDOT with support from APHA that allows transportation decision-makers and stakeholders to understand how a state or metropolitan area compares to others across a set of key transportation and health indicators.The tool also includes a set of strategies to improve health outcomes through transportation.The THT can be accessed online at a Planning transportation.gov/transportation-health-tool. t, ._.. Communities planningcommunities.com Brandy Huston Environmental Practice Manager/Senior Planner Brandy has a broad background in urban planning,architectural design,transportation, and the environment.Her skills include planning,transportation planning,analysis,NEPA, regulatory compliance,process development/improvement and project management. i Brandy is an active member of the Transportation Research Board.She has served as a Social and Economic Factors of Transportation committee member since 2013 and as Secretary of the Community Impacts Subcommittee since 2016. Employment History GoRaleigh Safety&Emergency Preparedness and Response Plan Developed a comprehensive plan to outline GoRaleigh's safety and emergency Environmental Practice preparedness programs and provide information for all agency employees on how to Manager/Senior Planner respond to events.This plan compiled numerous existing plans,guidelines,and other Planning Communities separate elements into a single,user-friendly guide that focuses on GoRaleigh's core New Braunfels,Texas agency operations and meets Federal Transit Administration(FTA)Public Transportation Agency Safety Plan(PTASP)requirements. Environmental Specialist V TXDOT,Environmental NCHRP 25-25 Task 105:A Guidebook for Communications between Transportation and Affairs Division Public Health Communities Austin.Texas Supported for researching best practices and development of a guidebook and toolkit to Environmental Specialist IV support state DOTs and MPOs in collaborating on transportation and health issues during TXDOT.Environmental Affairs each stage of transportation planning and development.Tasks included literature review, Division a DOT state of readiness scan,web-based stakeholder focus groups with transportation Austin,Texas and health stakeholders,and development of a guidebook,practitioner toolkit,and suite of implementation resources. Environmental Specialist I-II TXDOT,Bryan District Community-wide Climate Action Plan,Raleigh,North Carolina Bryan,Texas Supported the development of a city-wide partnership-based climate change plan that included mitigation and adaptation strategies and actions.Conducted GIS analysis of Education vulnerable populations,current conditions and potential climate hazards and prepared a Climate Equity Framework to empower population groups that are the most vulnerable •M.U.P.,Urban&Regional to the effects of climate change.Provided subject matter input into the greenhouse gas Studies (GHG)inventory by sector and researched and provided assumptions,potential GHG- Texas A&M University College related impacts,and best practices for transportation,land use,and equity climate actions Station.Texas and measures.Designed and facilitated in-person and virtual engagement workshops with •B.E.D..Environmental Design- technical and community stakeholders to build capacity for implementation.Developed College of Architecture "briefing in a box"materials to support the City and partner organizations in implementing the plan. Professional Affiliations, Boards and Honors Sustainability Action Plan`ReNEW Dayton,"Dayton,Ohio •TRB Supported the creation of a Sustainability Action Plan,branded as"ReNew Dayton"for the City of Dayton,Ohio.Worked with the City and stakeholders to establish a consensus- •AME80 Community based,collaborative approach and commitment to move Dayton into more sustainable Impacts and Resources, future.Prepared extensive mapping and analysis of existing community,demographics, Communications Coordinator environmental, health and infrastructure conditions.Assessed previous efforts and approaches,determined strengths,weaknesses,opportunities and threats(SWOT), conducted a charrette style workshop and developed implementable action-focused strategies within the sustainability context. FHWA-NHI Planning and Environmental Linkages(PEL)Workshop Developed course materials for the Planning and Environmental Linkages(PEL)Workshop for the Federal Highway Administration(FHWA)for a planned National Highway Institute course.Assisted with development of the Course Design Plan and developed lessons on the Foundations of PEL-Why to apply PEL,How Other Planning Products Information NEPA,Public Involvement,and Strengthening PEL Connections and Implementation. • Planning �-.. .- Communities planningcommunities.com L Y Gray Johnston Resilient Planning Lead • • Gray specializes in mobility and sustainability planning and has a deep commitment to creating resilient communities through strategic planning,environmental consciousness, and grassroots initiatives.As a Transit Planner for the City of Greensboro for nearly seven years, he oversaw service planning, bus stop planning,and led strategic initiatives such e as the Downtown Trolley,Zero Emission Fleet Transition Plan and Long Range Transit Plan. Prior to his municipal role,Gray delved into storytelling a documentary project 'Climate Stories'and co-founded a non-profit to establish a community garden. Employment History Flint Zero Emissions Fleet Transition Rollout Plan,Flint,Michigan Developed a Zero Emission Fleet Transition Roll-out Plan(ZEFTRP)addressing ongoing Resilient Planning Lead agency efforts to develop hydrogen fuel cell electric buses and plans for electrification Planning Communities,LLC of paratransit and other fleets.Michigan received a Si billion grant to develop a regional Greensboro,North Carolina hydrogen vehicle hub and the Mass Transit Authority(MTA)is developing a hydrogen Transportation Planner production and refueling center as part of this MachH2 program.MTA is also planning City of Greensboro,Department to develop a Hydrogen Workforce Center of Excellence to serve the agency,regional of Transportation,Metropolitan partners and surrounding states.At the same time MTA is developing a new mobility plan Planning Organization, for fixed route transit and planning for updates to paratransit services and introduction Greensboro,North Carolina of microtransit service.The ZEFTRP is designed to ensure that the fleet transitions are consistent with the agency's mobility planning,workforce,and other initiatives.Tasks Co-Founder b Co-Owner included development of fleet scenarios and assessment,long-term fleet management Borough Coffee.LLC plan,funding needs assessment,policy assessment,facilities assessment,energy and Greensboro,North Carolina utilities impacts,partnership assessment,workforce analysis,equity and resilience analysis, Freelance Filmmaking and support for agency preparation of an FTA Low-and No-Emission grant during plan development. Gray Johnston Filmmaking Greensboro,North Carolina Buffalo Creek Greenway Trail,Town of Wendell,NC. Community Organizer Supporting the planning and design of an 8.5 mile long proposed greenway connecting Black Diamond Backyard downtown Wendell to a county nature preserve.A community context assessment Greensboro,North Carolina including mapping and analysis of community facilities,natural features,demographic context,land use,and greenway connections was prepared to support conceptual Film Editor planning for the greenway.Equitable engagement efforts to collect input into community Climate Stories North Carolina needs,greenway amenities,and features to highlight,preserve and interpret include Chapel Hill.North Carolina leveraged community organization conversations,canvassing in low-income and limited- Policy b Advocacy English proficiency communities,attendance at community events,and accessible, Internship interactive online engagement. Developed a framework and equity metrics to ensure US Green Building Council that the greenway development is implemented in an equitable manner and supports Washington,DC community resilience. Zero Emission Fleet Transition Plan,Greensboro Transit Authority(GTA) Education Developed a Zero Emission Fleet Transition Plan for bus transit and paratransit fleets Bachelor of Arts in Public Policy; building on the agency's ongoing bus electrification efforts and major planned mobility Concentration in Environment and transit service updates.Tasks included development of fleet scenarios and assessment, and Sustainability long-term fleet management plan,funding needs assessment,policy assessment,facilities University of North Carolina at assessment,energy and utilities impacts,partnership assessment,workforce analysis, Chapel Hill equity and resilience GoBORO(Mobility Greensboro 2045) Continued support for mobility planning efforts on the Mobility Greensboro 2045 Plan (aka GoBORO).Served as project manager for the City through January 2024.Greensboro has set an ambitious goal to provide a variety of transportation options to provide communities a choice for getting around without driving a car.The Mobility Greensboro 2045 Plan will be the City's long-range plan to reach this goal by defining a new vision for public transit by 2045. • Planning \ Communities planningcommunities.com Prahallad Badami 10514 Urban Planner & Designer Q. • Prahallad speciaizes in urban planning&design,GIS analysis and modeling,strategic ifirot planning,and data analysis.Prior to joining Planning Communities, he worked as a • planner in India with local municipalities in the Smart Cities Mission and as a licensed • • • Architect for 3 years. Tualatin Climate Action Plan,City of Tualatin,OR Developing geospatial analysis and mapping of climate-related hazards along with population and demographic characteristics to identify at-risk areas for hazards and Employment History equity considerations to be addressed in the City of Tualatin(WA)Climate Action Plan. Planner/Data and Geospatial An interactive online map is planned to collect public input and inform development of Analyst the plan.Supporting development of a Climate and Community Conditions White Paper Planning Communities to assess potential areas where climate-related hazards are likely to occur based on San Jose,California historic and current conditions. GIS/CAD Technician Durham Sidewalk Inventory GIS-based Asset Management,Dashboards,and StoryMap, University of Illinois Facilities and Durham,North Carolina Services Developed GIS data for an inventory,conditions assessment,and asset management Champaign,Illinois plan for the City's 639 miles of sidewalks. Developed dashboards and a StoryMap to visually communicate the progress and results of the GIS-based inventory,as well as Teaching Assistant community survey results. Established a data-driven equity lens framework to combine Department of Urban and Regional field data with equity data and community input to enhance equity in implementation Planning,University of Illinois for future sidewalk improvement efforts. Champaign,Illinois Planning and Design GoRaleigh Zero Emissions Transition Plan Consultant Building on prior research on clean energy and alternative fuels,developed a Zero Self Employed Emissions Transition Plan for GoRaleigh's transit fleet. In addition to assessing tailpipe Bangalore,India emissions,evaluated emissions associated with fuel production to include the emissions impact of Raleigh's anaerobic digester recapture of natural gas as a fuel source and Project Architect of the electric grid currently and as the grid is greened over time.Outlined forecast D R Design Consultants Pvt.Ltd. emissions and assumptions and actions to reach zero transit emissions. Bangalore.India North Lakeshore Area Study,Mountainland Association of Governments,UT Junior Architect Supported development of regional solutions in a rapidly growing and environmentally Badami Consultants sensitive region in accordance with Utah DOT's Solutions Development Process which Bangalore,India captures an area context and transportation needs to inform solutions.Worked with the planning team to develop community context and values,project needs,goals, Education objectives,screening criteria,and solutions.Led virtual engagement including an online project platform with informational videos, interactive mapping and forums for •M.U.P&M.Arch,University of discussion and input.Supported facilitation of stakeholder working groups. Illinois,Champaign,Illinois •B.Arch,Visveswaraya Clean Energy and Alternative Fuels Research,GoRaleigh,NC Technological University, Conducted research and developed a white paper evaluating clean energy sources and Bangalore.India alternative fuels options for transit vehicles. Provided an overview of the City's efforts to date and future plans,reviewed the benefits and challenges associated with available clean and alternative fuel technologies for transit,and provided recommendations for implementation and further assessment of future fleet transition. Delaware Climate Action Plan Public Engagement and Technical Assistance Suppoited public engagement efforts acid supportiny technical studies tot the Delaware Statewide Climate Action Plan.A series of highly interactive public meetings and facilitated technical advisors workshop were held in spring 2020 to inform the plan.A new round of virtual online engagement has been designed for Delaware communities to review and provide input on the recommendations for the plan.The team has also been tapped to advise a separate engagement process the state has undertaken for a climate adaptation plan and will integrate adaptation recommendations in the next .0.0, Planning round of Climate Action Plan meetings. Planning Communities is also supporting the development of recommended climate actions and analysis of co-benefits. Communities planningcommunities.com James Farrell, AICP Active Transportation/Transit Planner } James is experienced in creating online mapping and custom GIS tools and scripts, analyzing transportation surveys and infrastructure data sets,and preparing bicycle and pedestrian maps,audit tools and reports. GoRaleigh Zero Emissions Transition Plan Building on prior research on clean energy and alternative fuels,developed a Zero Emissions Transition Plan for GoRaleigh's transit fleet. In addition to assessing tailpipe Employment History emissions,evaluated emissions associated with fuel production to include the emissions impact of Raleigh's anaerobic digester recapture of natural gas as a fuel Active Transportation/ source and of the electric grid currently and as the grid is greened over time.Outlined Transit Planner 2018-Current forecast emissions and assumptions and actions to reach zero transit emissions. Planning Communities Atlanta.Georgia NCHRP 25-25 Task 105:A Guidebook for Communications between Transportation and Public Health Communities Research Assistant Supported for researching best practices and development of a guidebook and Environmental Finance Center toolkit to support state DOTs and MPOs in collaborating on transportation and health Chapel Hill.North Carolina issues during each stage of transportation planning and development.Tasks included Research Assistant literature review,a DOT state of readiness scan,web-based stakeholder focus groups Rural Economic Development with transportation and health stakeholders,and development of a guidebook, Chapel Hill,North Carolina practitioner toolkit,and suite of implementation resources. NCDOT Bridge Replacement Program Environmental Documents, Statewide, Education North Carolina •Master of City and Regional Supporting preparation of Categorical Exclusions(CEs). Programmatic CEs and Planning(Transportation Minimum Criteria Determination Checklists(MCDC)for bridges in Divisions 10, 12 Specialization)University of and 3. Prepared Community Impacts technical memos and drafts of MCDC and PCE North Carolina at Chapel Hill- documents. Chapel Hill,NC May 2018 Durham Neighborhood Bicycle Routes Categorical Exclusion,Durham, •Delft,The Netherlands North Carolina Study Abroad:Sustainable Transportation in the Lead planner for environmental review,analysis and documentation for proposed Netherlands,Portland State neighborhood bicycle routes in Durham.Key tasks included: preparation of project University,July 2017 mapping;demographic, land use,community,cultural and natural resource data collection; analysis of potential impacts to existing resources,traffic,air quality, noise, •Bachelor of Arts in Sociology vibration, safety and security;determination of temporary construction impacts;and Georgia State University,May preparation of Categorical Exclusion document. 2014 •Associate of Science, Research Assistant, Environmental Finance Center,Chapel Hill, North Carolina Psychology Georgia Perimeter 2017-2018 College-Dunwoody,GA May •Work independently and with a team creating and editing content and questions for 2011 a water utility survey Awards • Utilize advanced functionality in Qualtrics to optimize the survey,creating a streamlined and customized experience for respondents and allowing for easier Graduate School Master's Merit analysis of results Assistantship,Collaborative .�I Planning Communities planningcommunities.com f. ELEVATE Equity through climate action n� Mary Jo Warskow Email:MaryJo.Warskow@ElevateNP.org Phone:773.922.3018 Professional Experience Director,Community Consulting April 2023—Present Elevate,Chicago, IL • Manage team and multi-million dollar budget to provide technical assistance to communities through Federal, municipal and community-based programs. • Develop expertise in topic areas related to climate programs,including energy efficiency and electrification technologies, program design and implementation,workforce development,funding and financing for energy initiatives and community engagement. • Develop and manage relationships with Federal and local government representatives,funding and program partners and community-based organizations. • Work with internal and external partners to develop tools and resources for various audiences on climate and energy related topics. Senior Project Manager,High-Performance Buildings January 2022—April 2023 Elevate,Chicago, IL • Facilitate green certifications for affordable housing development projects • Advise building design teams on technologies to improve building energy and water efficiency and resident health and safety including electrification and renewable energy technologies • Coordinate internal and external resources for energy modeling,solar design and performance and functional testing services • Manage green consulting services for non-profit building retrofit and new construction projects • Manage technical assistance to communities for federal community-based sustainability programs(NREL C- LEAP,C2C and Buildings Up Prize) Senior Manger,Technical Projects Manager 2016—December 2021 • Managed the Technical Projects team in implementing utility street lighting energy efficiency programs. • Developed outreach and education strategies to encourage municipalities to upgrade municipally-owned streetlights to LED. • Built relationships with community leaders,utility professionals,government entities,contractors and implementers to promote public sector energy efficiency programs. • Identified and pursued financing opportunities to overcome the financial barrier for municipalities to undertake LED streetlighting upgrades Marketing and Outreach Coordinator—Dynamic Pricing 2014—2016 Elevate,Chicago, IL ElrvrItoNP(MI info a ElevateNP.org T:773.269.4037 F:888.335.3261 planningcommunities.com 38 ELEVATE Equity through climate action Alejandra Flores Email:Alejandra.Flores@ElevateNP.org / / 1 Phone:(773)691-6357 Professional Experience Director of Strategic Communications 2024—Present Elevate,Illinois • As the Director,Strategic Communications I am a strategic leader with deep experience in reputation management,internal and external strategic communications,and community outreach. • I advance value-based communications,contribute thought-leadership, relationship mapping and partnership management. • I am responsible for the growth and development of a highly functioning Communications and Community Resource teams to mobilize knowledge to support Elevate's goals, brand,and our partnerships. Press Secretary 2023—2024 Office of the Lieutenant Governor,Illinois • I lead the media relations and strategic communications for the Lieutenant Governor of Illinois. • My responsibilities include writing press releases,preparing briefs,developing strategic media planning, creating content for crisis communications,preparing subject-matter-experts for interviews,drafting written material for external and internal audiences,and leading a team including social media specialists, community outreach coordinators,and digital creators. • As a spokesperson, I am responsible for staying up-to-date on current events statewide,and being the point of contact with members of the press. Deputy Press Secretary 2021—2023 Office of Mayor Lori E. Lightfoot,City of Chicago • I built relationships with local,state,and national-level press for consistent news media coverage. • Responsibilities included pitching stories to promote services, milestones,and achievements about and from the Chicago Mayor's Office. • My primary tasks included identifying opportunities proactively to uplift the work of eleven City departments and Commissioners. • On multiple occasions, I led the communications strategy for crisis and reputation management across City departments. Communications Specialist 2019-2021 Service Employee International Union,SEIU Local 1 • I was responsible for developing internal and external communication strategies. • I managed the communications,media,and public relations of eight cities in Illinois, Indiana,Ohio,and Wisconsin. • Duties also included building constant communication with local and national reporters. • I created media advisories,press releases,talking points,op-eds,and prepping subject-matter-experts for interviews. I „r ing,�.II I f lip , 39 ELEVATE ..� Equity through climate action Jose Hernandez Email:jose.hernandez@elevatenp.org • Phone:773.321.2663 , Linkedln: https//www.linkedin.com/in/Jose-hernandez-00/ Professional Experience Project Manager,Community Consulting September 2023—Present Elevate,Chicago, IL • Lead projects and support programs for Elevate's national consulting work. • Support client engagement nationally, including conducting customer outreach, preparing for and participating in client meetings,developing proposals,and coordinating with partnership managers across teams. • Lead Elevate TA efforts for the Department of Energy Communities Local Energy Action Program (C- LEAP)with the goal of providing communities high quality technical assistance around federal funding opportunities,coalition building,outreach&engagement,communication strategies,and community led decision making. Project Manager,Community Resources February 2023—September 2023 Manager,Community Resources January 2022—February 2023 Elevate,Chicago, IL • Provided daily support,technical assistance,and performance evaluation of a team of Community Resource Coordinators. • Partnered with internal and external stakeholders with the goal of expanding the reach and capacity of Elevate's grassroots resource-sharing approach to equity through climate action. • Developed and facilitated effective in-person and virtual events with an emphasis on community engagement and resource sharing. • Continued relationship building and ongoing resource creation for Spanish language partners and communities in that space. Senior Associate,Community Resources June 2021—December 2021 Elevate,Chicago, IL • Provided coordination and leadership to a team of Community Resource Coordinators in collaboration with the Associate Director,Community Projects. • Built and maintained community relationships as a tool across Illinois with emphasis on retaining and building new relationships with Spanish speaking audiences and other hard to reach communities. • Supported creation and execution of Spanish education resources and events. Education • University of Illinois at Chicago 2014—2019—Completed 80 credits towards a bachelor's degree in urban studies • Future Energy Jobs Act (FEJA)Solar Graduate, May 2021 • NABCEP PV Associate (PVA)Accredited, September 2021 • Fluent English and Spanish planningcommunities.com 4( ELEVATE Equity through Climate action Marisa Joyce Email:MarisaJoyce@ElevateNP.org Phone:217.481.4781 Professional Experience Project Lead,Community Resources Team Regional Community Outreach Lead 2019—present Elevate,Springfield, Illinois • Identify opportunities for improvements on existing programs and new community-based energy education programs. • Lead and direct community engagement regionally and nationally. • Represent Elevate with local and national partners at conferences and within working groups. • Engage and build relations with community organizations,elected officials,community leaders,and other key partners around Elevate programs. • Write and contribute to grant reports and funding proposals. • Provide coordination and leadership to a team of associates;support team member growth and development. • Guide team in implementing a successful metrics-driven outreach and organizing plan. Field Organizer,Community Resources Team 2017—2019 Elevate,Springfield, Illinois • Developed and implemented community-based strategies to educate citizens on reducing energy bills and environmental impact. • Held meetings with and engaged local elected officials and community leaders. • Built partnerships and conducted outreach events with community organizations. • Led and directed constituent engagement. • Recruited,trained,and managed local volunteer teams. • Organized community meetings,events,and training sessions. Market Evaluation Coordinator 2017—2018 Illinois Stewardship Alliance,Springfield,Illinois • Developed and executed an evaluation plan to document market importance to the local economy and community. • Recruit volunteers;coordinate volunteer involvement. • Track attendance and vendor sales to evaluate market success. Market Evaluation Intern 2017 Illinois Stewardship Alliance,Springfield,Illinois • Designed and implemented an evaluation plan to measure market success and consumer demand. • Created and administered surveys for market patrons to measure consumer trends. • Designed an online survey to measure consumer shopping habits. planningcommunities.com 41 ELEVATE Equity through C! rndtc Jennifer Landwehr I Email:Jennifer.Landwehr@ElevateNP.org Phone:(404)-314-7627 Professional Experience Senior Associate,Communications 2024—Present Elevate, Illinois • Lead development and execution of Elevate's communications plan and comprehensive editorial calendar, in collaboration with the Communications Team,to manage Elevate's content throughout the year. • Oversee, develop,and edit content for all aspects of Elevate's work including program collateral, blog posts, press releases, presentations,social media content,white papers,grant proposals,etc. • Oversee content management of Elevate's website, manage maintenance and update processes,and monitor analytics to improve functionality. • Support Elevate's public relations efforts including monitoring news coverage relevant to Elevate's work, developing contacts and relationships with key reporters,drafting press releases, prepping spokespeople, and pitching news stories reports. Multiplatform News Copy Editor 2012—2023 CNN en Espanol,Chicago,Illinois • Ensured editorial accuracy for over 1.500 on-air scripts, maintaining a 98%accuracy rate,contributing to the overall credibility of CNN en Espanol. • Successfully managed the execution of live programming and breaking news,coordinating with production teams to meet tight deadlines, resulting in a 15%improvement in program efficiency. • Advised and collaborated with production teams to address and resolve editorial issues, leading to a 20% reduction in errors and ensuring adherence to show style and format. • Contributed to a 25%increase in online engagement by developing and editing SEO-optimized content for the CNN en Espanol website and digital platforms. • Played a key role in designing informational and creative graphics for TV and digital platforms,enhancing visual storytelling. • Coordinated a team of writers, leading to a 40%improvement in the efficiency of daily news story production for a prime-time show. • Trained and mentored 10 news writers,resulting in a 50%reduction in errors and improved overall writing quality. Full-time Freelance News Writer 2012—2014 Freelance • Collaborated with anchor and producer to prepare the script for the teleprompter. • Wrote with accuracy and integrity. • Researched the most up-to-date information. • Wrote banners to provide support for the story and video. Full-time Freelance News Media Coordinator&Librarian Assistant 2012 Freelance • Coordinated video retrieval with reporters and TV affiliates. • Monitored and recorded video. • Coordinated video editing with media producers. planningcommunities.com ELEVATE Equity through climate actionels Gustavo Cordero Email:Gustavo.Cordero@ElevateNP.org Phone:734.389.8555 Professional Experience Senior Project Manager,Community Consulting January 2024-Present Elevate,Ann Arbor,MI • Primary project manager for internal and external collaborative efforts for Phase 2 Technical Assistance through the Buildings Upgrade Prize(Buildings UP) • Member representative for Community Climate Shift's Steering Committee with responsibility for fund allocation for various community-orientated projects across the nation • Manages contracts and grants for projects,ensuring goals are achieved;coordinates with internal Elevate resources to support contracts and grants • Works with the Director of Community Consulting to provide strategic direction for the team;evaluates and improves workflow processes • Provides other technical knowledge and support on a need basis Project Manager,Community Consulting 2023 Elevate,Ann Arbor,MI • Facilitated coordination between the National Renewable Energy Laboratory in providing technical assistance for the Communities Local Energy Action Pilot Program(CLEAP)and the Clean Energy to Communities Program(C2C) • Facilitated and supported project and program efforts for the Residential Retrofits for Energy Equity (R2E2)workgroup • Led application support services to 50 teams applying to Phase 1 of the DOE Buildings UP Prize • Provided program development support within Michigan-related initiatives ranging from Municipal Climate Strategy,Building Electrification,and Decarbonization initiatives • Led the identification of eligible building upgrades for Avalon Housing and Ann Arbor Housing Commission for the use of$300,000 of allocated Low-Income Sustainability Grants • Assisted with the identification of necessary skills and personnel requirements in building a team capable of delivering on committed deliverables across a variety of current and future national projects • Provided program development support for the Justice40 Accelerator Program Support,National Strategic Engagement 2022 Elevate,Ann Arbor, MI • Developed a public resource hub in coordination with the Justice40 Accelerator • Provided support services for Detroit based resiliency hub network work and ACEEE Affordable Housing Retrofit Initiative • Conducted research and technical support for electrification program efforts on Michigan projects Consulting Intern,National Strategic Engagement 2022 Elevate,Ann Arbor,MI • Provided internal background information on 24 DOE selected communities in preparations for community engagement work • Provided support services for the Justice40 Accelerator group with funding opportunities from federal and philanthropic sources Project Manager 2020 Sumpter Solar Services LLC.,Belleville,MI • Designed residential scaled solar array systems utilizing historical home energy data,satellite imagery, and stakeholder input planningcommunities.com 43 Attachments planningcommunities.com 44 Acknowledgement STATE OF N6 Caval11ti COUNTY OF v11a,IL& I certify that personally appeared before me this day, acknowledging , ,, acknowledg to me that he or she signed the fore g ing document: TOJ I CA I I-1Ac V'1 f&brill .e�1 Name or description of attached document I further certify that (select one of the following identification options): ❑ I have personal knowledge of the identity of the principal(s) Q I have seen satisfactory evidence of the principal's identity, by a current state or federal identification with the principal's photograph in the form of a NC Trtrt r Li(cn — type of idcnufiation ❑ A credible witness, , has sworn or affirmed to me the name of credible witness identity of the principal, and that he or she is not a named party to the foregoing document, and has no interest in the transaction. Date: Uf e 1 1- . W 64601A title( (a Nowy Public (()ydei/a kV cob—s. ((Vidal Seal) Typed or Printed Notary Name My commission expires: (p014.b-iv /�LO aq (7) That the bidder hereby certifies, represents and warrants that all of bidder's employees and/or agents who will be providing products and/or services with respect to the subject bid and contract are and shall be legal residents of the United States,are and shall be legally authorized to perform any such applicable work and/or services. Signature of Bidder,if an individual: Signature of Bidder,if a partnership: Subscribed and mvp to Partner(indicate General or Limited) before me this "1 day of M�(yCIP ,201.4 Signature of Bidder, if a corporation: M .i.o inmission expires: 15i President Secretary Sign e of Bid.- /: limited ity company: e ber or Manager 40 ,ijpes Kum* \ �. .) §. - ff' 4 • City of Elgin, Illinois Certification Requirements Please submit all required forms and documentation, fully completed and signed, with your proposal. No proposal will be accepted without this information. 1. To assure compliance with the City of Elgin's Affirmative Action Ordinance, all contractors and vendors. Herein referred to as"bidders",are requested to submit the following information: a. Workforce analysis using the enclosed Bidder's Employee Utilization form. b. Provide the information required in Item #3 on the employee utilization form if the answer to Question#2 on the form is"Yes". c. Provide a written commitment outlining the steps that the bidder plans to take in the area of recruitment and promotion of minorities and females to assure equal employment opportunity.(A copy of the bidder's affirmative action plan may be submitted in lieu of this requirement.) 2. To assure compliance with the City of Elgin's Sexual Harassment Ordinance, all bidders must submit a signed sexual harassment form enclosed with the Invitation to Bid. 3. The undersigned certifies that the offerer is not delinquent in the payment of any tax administered by the Illinois Department of Revenue unless there is a pending proceeding contesting the tax. 4. The undersigned certifies that the offerer is not barred from offering on this solicitation as a result of a conviction for the violation of State law prohibiting bid-rigging or bid-rotating. 5. The successful bidder agrees that upon acceptance by the City of Elgin,the executed Invitation to Bid along with all instructions,conditions,and specifications attached thereto constitute a binding contract which may be enforced by the city. Signature/Title (limaboult,a, Company Name Planning Communities, LLC Address 9121 Anson Way,Suite 200 Raleigh,NC 27615 Phone Number 919.803.6862 Email Address ttownsend c planningcommunities.com FEIN No. 20-8796875 36 `�4...o F EC• C' (.../ , sruir.%s• y .. ,i City of Elgin, Illinois BIDDER'S EMPLOYEE UTILIZATION FORM This report is required by the City of Elgin and must be submitted before the contract can be awarded. Chapter 3.12.1000 Affirmative Action - City Contracts 1. Name and Address of Bidder 2. Description of Project Planning Communities. LLC Comprehensive Sustainability, 9121 Anson Way, Suite 200 Climate Action and Raleigh,NC 27615 Resiliency Plan JOB CATEGORIES Total African Caucasian Hispanic Asians or lndigenou Minority Female(All Employees American Pacific s People (M&F) Categories) Islanders M / F' % % M / F M / F M/ F M / F Principal Planners 3 0/0 0/3 0/0 0/0 0/0 100% (3/3) Project Managers 2 0/0 I / 1 0/0 0/0 0/0 50% (1/2) Senior Planners 2 0/0 I /0 0/0 1 /0 0/0 1/2 (1/2) Planner 1 0/0 0/ I 0/0 0/0 0/0 100 % (1//1I ) Adminstrative/ 100% Bookkeeping 1 0/0 0/1 0/0 0/0 0/0 (1/2) TOTALS 9 0/0 2/6 0/0 1/0 0/0 11% 66% Signature of Company Official Title Telephone Number Date Signed Page 1 of 1 CEO 919.803.6862 03/03/2024 2. Have you ever been awarded a bid by the City of Elgin? Yes x No 3. If the answer to question #2 is Yes, please submit a copy of the Employee Utilization Form that was submitted with your last successful bid along with a fully completed copy of this form. 4. Please submit, according to the guideline provided in the attached document, a written commitment to provide equal employment opportunity. An Employee Utilization Form is required for any subcontractors. NOTE: In the event that a contractor or vendor, etc., fails to comply with the fair employment and affirmative action provisions of the City of Elgin. the City amongst other actions may cancel, terminate, or suspend the contract in whole or in part. 35 o f E•.... -- ,47'Ei)T - City of Elgin, Illinois BIDDER'S EMPLOYEE UTILIZATION FORM This report is required by the City of Elgin and must be submitted before the contract can be awarded. Chapter 3.12.1000 Affirmative Action-City Contracts 1.Name and Address of Bidder 2. Description of Project Elevate Energy Comprehensive 322 S.Green Street Suite 300 Sustainability,Climate Chicago,Illinois 60607 Action and Resiliency Plan Services(RFP 24-008) JOB CATEGORIES Total 1t11,an (auIc,i,I.In Hispanic Asians or Indigenous Minority Female(All Employees 1iei'can Pacific People (M&F) Categories) Islanders M / F M / F M/ F M / F M / F Executives 6 1;0 0/4 0/1 0/0 0/0 34% 66% Vice Presidents 4 0'0 2/2 0/0 0/0 0/0 0 50% Directors 50 3 5 9,26 0:5 0/1 0_ 1 30% 76% Managers 29 3'I 8/8 4:0 1/2 0%0 45% 45% Sr. Associates 117 1 120 25 32 15 7 5/1 0'0 50% 51% :associates 37 3 4 s 4 7 2/2 0 0 59% 57% TOTALS* 243 21 30 51 X() 23/20 8/6 0/1 45% 56% *Total for Managers and Senior Associates do not add up because 3 staff within these job categories fall within multiple demographic categories(2 Managers and I Sr.Associate).Percentages for those categories include all staff. Signa oLCo�y Official Title Telephone Number Date Signed Page 1 CEO (773)269-4037 March 1,2024 Of 2 2. Have you ever been awarded a bid by the City of Elgin? Yes X No 3. If the answer to question#2 is Yes,please submit a copy of the Employee Utilization Form that was submitted with your last successful bid along with a fully completed copy of this form. 4. Please submit, according to the guideline provided in the attached document,a written commitment to provide equal employment opportunity. An Employee Utilization Form is required for any subcontractors. Letter outlining Elevate Energy's commitment to its Equal Opportunity Policy is attached. NOTE: In the event that a contractor or vendor, etc., fails to comply with the fair employment and affirmative action provisions of the City of Elgin,the City amongst other actions may cancel,terminate, or suspend the contract in whole or in Part. . . •••• •• • •••.••• ELEVATE Equity through climate action 773-269-4037 Sent via electronic mail to denye_d@cityofelgin.org ElevateNP.org March 1, 2024 322 S. Green St. Daina DeNye Suite 300 Purchasing Officer Chicago, IL 60607 City of Elgin 150 Dexter Court Elgin, IL 60120 Dear Ms. DeNye: This letter regards the response of Elevate Energy (Elevate) to the City of Elgin's Climate Action and Resiliency Plan Services request for proposals(RFP 24-008). Elevate is an equal opportunity employer,and it is Elevate's policy to comply with all applicable equal employment opportunity laws by making employment decisions without unlawful regard or consideration of any individual's race,color, religion,age(forty(40) or older), sex (including married women and unmarried mothers), gender identity, national origin, ancestry, citizenship status, marital status, veteran status, sexual orientation or sexual identity, physical or mental disability, pregnancy, childbirth, or medical or common conditions related to pregnancy or childbirth, or any other basis protected by applicable federal, state, or local law. Additionally, Elevate engages contractors (including subcontractors) in accordance with its policy to comply with all applicable laws, and requires the same of any contractors it engages. Elevate is fully committed to operating in accordance with this policy. Thank you for the opportunity to be considered for this important work. Sincerely, Anne Evens Chief Executive Officer Elevate Energy ;4.OF Et. G ,fpa5aLUMNi=' \.. Y 4 J . VII °I?1TFD t0". City of Elgin, Illinois Sexual Harassment - - Policies and Programs Effective July 1, 1993,every party to any contract with the City of Elgin and every eligible bidder is required to have written sexual harassment policies that include, at a minimum, the following information: • the illegality of sexual harassment • the definition of sexual harassment under state law • a description of sexual harassment, utilizing examples • a vendor's internal complaint process including penalties and a description of the means by which complaining parties may complain directly to management personnel other than the alleged harassing individual • the legal recourse, investigative and complaint process available through the Illinois Department of Human Rights, and the Illinois Human Rights Commission • directions on how to contact the department and commission • protection against retaliation as provided by Section 6-101 of the Human Rights Act I hereby affirm that the organization which I represent has in place sexual harassment policies which include the required information set forth above,and I hereby agree to furnish the City of Elgin - Human Resources Department with a copy of these policies if they so request. Signature/Title auLerAdvaswal Company Planning Communities, LLC Date 03/03/2024 Sexual harassment is defined as follows: "Sexual harassment" means any unwelcome sexual advances or requests for sexual favors or any conduct of a sexual nature when (1) submission to such conduct is made either explicitly or implicitly a term or condition of an individual's employment, (2) submission to or rejection of such conduct by an individual is used as a basis for employment decisions affecting such individual, or (3) such conduct has the purpose or effect of substantially interfering with an individual's work performance or creating an intimidating, hostile, or offensive working environment. Any questions by contracting parties or eligible bidders concerning compliance with these requirements should be directed to the City of Elgin- Human Resources Department at(847)931- 37 6049. The undersigned, on behalf of the undersigned company, hereby agrees to fully indemnify and hold the City of Elgin harmless from any and all liability,loss or damage including costs of defense or claim,demands,costs of judgment against it arising from any complaint based on unlawful harassment and/or employment action, including, but not limited to termination, based on any protected category as provided by law, including, but not limited to, sexual harassment resulting from the act of any member of my organization in the performance of this contract. Signature/Title Company Planning Communities, LLC Date 03/03/2024 38 Attachment B. Budget for Comprehensive Sustainability,Climate Action and Resiliency Plan for the City of Elgin. ,Hewitt Townsend Steady Huston Johnston Sedans Farrel Designer PC TOTAL WarSkaw Heman08 Corder° Joyce Flares Landwelw Total Etienses Project Total $263.00 $235.00 $235.00 $170 00 $145 00 $135.00 $135.00 $120.00 $175 00 $150 00 $150.00 $130.00 $175.00 $130 00 Task 1:Kickoff Miming and PM Approach 6 2 2 4 $3,096 00 4 $700.00 53,796.00 Task 2:Community and Stakeholder Engagement 2.a.Engagement Strategy 8 2 4 4 $3,634 00 2 4 4 16 2 4 $4.503.00 $8,134.00 2.D.Establish CAP Advisory Groups 2 2 4 i1,570.00 1 2 2 8 2 2 S2,e00 00 $4,176.00 2.c.Online Engagement Pladorm 12 16 28 16 $12,896.00 0 4 4 4 $2,24000 $15,136.00 Task 3:Baseline Assessment.REDUCED 3.a.Review existing plans,policies,etc 6 20 24 12, 810,078.00 S0 00 $10,078.00 3.b.Interviews(or lows groups) $0.00 S0 00 $0.00 3.c.Review of GHG inventory 4 $1,052.00 $0.00 $1,052.00 3.d.Climate Vulnerability Assessment 14 8 32 8 $11,102.00 S0 00 $11,182.00 Task 4:Estabksb a CAP Framework 4.a TSC and CWG Meeting 1 12 a $4,31e.00 $0 00 $750 00 $5,oee.o0 4.b.Draft and Final Framework 2 4 $1,1013.00 SO 00 31,106.00 Task S Identity Potential Actions 5 a Inenrt canon of High Impact Actions 6 8 8 8 8 S6,784.00 50 00 56,784.00 S.D.Engagement to entdy oceans 16 24 16 49 608 00 4 24 4 d 26 26 26 S16.210 00 $12,500 00 538,318.00 s c.TSC a CWG Meeting 2 12 16 $5,476 00 6 and 8 $2 240 00, $2.250 00 $9,966.00 Task 6:Evaluate ant Pnnre.ze Actions 6.a.Initial Evaluation 4 a 12 8 $5232.00 '6 $2.400 00 57,632.00 6 b.Final evaWted kst of actions 4 8 $2,212.00 S0 00 $2212.00, Task 7:Develop Implementation Strategy 7.a.knplemenuaon mats 6 12 $3,318 00 50 00 $3,318.00 7.D.Implementation bluepnnts 8 6 24 8 8 59,104.00 16 $2.400 00 $11,504.00 7.c.Governance recommendations 4 4 6 52,892 00 50 00 32,892.00 Task 8:Tracking and Reporting Progress 8.a.List of metncs and KPH 4 4 6 16 $5,312 00 S0 00 $5,312.00 8.b.Digital reporting framework 8 12 6 6 56.894.00 $0.00 $6.894.00 Task 9:Draft and Final Plan 9.a.Draft plan 10 6 8 32 8 24 $14,000.00 2 6 14 $3,070.00 $17,070.00 9.b.Final plan and PPT presentation 18 2 24 18 410,078 00 8 $1,040.00 $750.00 $11,868.00 186 44 12 84 292 34 44 84 S129,826.00 14 34 60 64 30 34 S37,400.00 $14,280.00 $183,478.00