HomeMy WebLinkAboutbocc.con.078.248/30/2021 CDD
Contract Information
Contract Number
Project Name
Contractor
Budget Line Item 10014140.531000.10328
Procurement Method:
Type:
Contract Start Date
Contract End Date
Contract Type
Retainage
If this is a new contractor, please enter the New Vendor information into Munis for workflow approval.
Contact Information:
Department
County Representative Michael Port County Representative
Phone (970) 379-2031
Provide a brief description of the Contract or Change Order:
Contract Value Summary:
$ 102,040.00
$ -
$ -
$ 102,040.00
078.24
Pitkin County
Procurement Cover Sheet
Please complete the Contract Cover Sheet when the contract/task order is complete and fully executed.
Return all Contract Cover Sheets and Contracts/Change Orders/Amendments/Task Orders to Procurement
No
Regional Greenhouse Gas Emissions Analysis
Lotus Engineering and Sustainability, LLC
$ 102,040.00
Additional Budget Line
Item(s)
(Please fully allocate New Contract Total)
$ -
$ -
$ -
$ 102,040.00
Formal
Services/Maintenance
4/23/2024
4/22/2025
New Contract
Environmental Health
Global Protocol Compliant 2023 GHG inventory and report for Pitkin County and Roaring Fork Valley.
Original Contract Amount
Previous Change Order/Amendment Amount
This Change order/Amendment amount
Contract Total
Project #: 078.24 Rev. 2022.08.04 CDD
NOTICE OF AWARD
Date: April 5, 2024 To: Lotus Engineering and Sustainability, LLC
Hillary Dobos, President and Owner
1627 Vine Street Denver, CO 80206 RE: Pitkin County 2023 Greenhouse Gas Analysis
The County, having duly evaluated the Proposal submitted on March 8, 2024 for the work or purchase in response to the Request for Proposal Document titled Pitkin County 2023 Greenhouse Gas Analysis in the amount of One Hundred Two Thousand Six Hundred dollars and Zero cents ($102,600.00), and it appearing that the Price and other
information in your Proposal Form is fair, equitable and to the best interest of the County,
hereby accepts and awards the Project to your organization. In accordance with the terms of the Contract Documents, you are required to execute the Contract within ten (10) consecutive days from this Notice of Award or within ten (10)
days following successful Contract negotiations, whichever shall occur sooner.
In addition, you are required to furnish in the said time a complete W-9 along with Certificates of Insurance evidencing compliance with the requirement for insurance as stated in the Contract Documents.
PITKIN COUNTY, COLORADO _____________________________________________________
!#COUNTY REPRESENTATIVE#! Date
Receipt of the above Notice of Award is hereby acknowledged
_____________________________________________________ !#VENDOR SIGNATURE#! Date
Pitkin County Procurement
Apr-08-2024
Procurement Specialist
Hillary Dobos
President
Apr-19-2024
Contract # 078.24 Revision: 2023.12.15 CDD
1
PITKIN COUNTY CONTRACT FOR PROVISION OF SERVICES
THIS CONTRACT, made April 23, 2024 by and between the Board of County Commissioners of
Pitkin County, Colorado, 530 E. Main St., Suite #302, Aspen, CO 81611, (hereinafter called the
“County”) and Lotus Engineering and Sustainability, LLC, 1627 Vine Street, Denver, CO 80206
(hereinafter called the “Contractor”) to perform the following work: Regional Greenhouse Gas
Analysis (“Project”).
I. Term of Contract: The term of this Contract is from April 23, 2024 to April 22, 2025.
II. Contractor’s Obligations. On behalf of Pitkin County, the City of Aspen, Town of
Basalt, Town of Snowmass Village, and Eagle County, the Contractor shall provide the
Global Protocol Compliant 2023 greenhouse gas (“GHG”) inventory and inventory
report services (including regional/municipal GHG inventories and transportation data)
described in the attached County RFP documents (“Attachment A”). The following
Tasks will be performed in compliance with the Contractor’s Proposal (“Attachment
B”):
1. Task 1: Project Management
2. Task 2: Regional GHG Inventory
3. Task 3: Municipal Inventory (less the “Aspen GHG Inventory Memo”)
4. Task 4: GHG Emissions Reports
5. Task 5 External Project Coordination
In performing the work listed above, the Contractor will coordinate its efforts with
similar projects being performed concurrently by Pitkin County.
III. Compensation and Expenses, Invoicing, Payment and Offset. The County shall
compensate Contractor for its services in accordance with the Project Budget and
Schedule set out in Paragraph II. It is expressly understood and agreed that in no event
will the total compensation and reimbursement to be paid hereunder exceed the sum of
One Hundred Two Thousand Forty dollars and Zero cents ($102,040.00) for all
services rendered. By contract or amendment, the County and Contractor may
reallocate the budget among project tasks if the total budget amount remains
unchanged. Contractor shall invoice for the project monthly based on hours worked,
Contract # 078.24 Revision: 2023.12.15 CDD
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with payment expected within thirty (30) days of invoice. Any payment by the County
may be offset by any amount the Contractor owes the County for any reason.
IV. County’s Exclusive Ownership of Work Product. Drawings, specifications,
guidelines and other documents prepared by Contractor in connection with this
Contract shall be the property of the County. However, Contractor shall have the right
to utilize such documents in the course of its marketing, professional presentations, and
for other business purposes. Contractor assigns to County the copyrights to all work
prepared, developed, or created pursuant to this Contract, including the right to: 1)
reproduce the work; 2) prepare derivative works; 3) distribute copies to the public; 4)
perform the works publicly; and 5) to display the work publicly. Contractor shall have
right to use materials produced in the course of this Contract for marketing purposes
and professional presentations, articles, speeches and other business purposes.
V. Pitkin County’s Obligations. Pitkin County shall administer this Contract through
a County Representative. Michael Port, Climate Action Analyst will manage the project
as the County’s Representative. In the event that Michael Port is not available, an
alternate representative will be designated who shall assume the County
Representative’s duties. The services provided and products delivered by the
Contractor under this Contract will be subject to review by the County’s
Representatives, or a designee, for compliance with Contractor’s obligations prior to
final payment.
VI. Termination Prior to Expiration of Contract Term. The County has the right to
terminate this Contract, with or without cause, by giving written notice to the
Contractor of such termination and specifying the effective date thereof. Such notice
shall be given at least ten (10) days before the effective date of such termination. In
such event all finished or unfinished documents, data, studies and reports prepared by
the Contractor pursuant to this Contract shall become the County’s property. Contractor
shall be entitled to receive compensation in accordance with the Contract for any
satisfactory work completed pursuant to the terms of this Contract prior to the date of
termination. Notwithstanding the above, Contractor shall not be relieved of liability to
the County for damages sustained by the County by virtue of any breach of the Contract
by the Contractor.
VII. Independent Contractor Status.
A. The parties to this Contract intend that the relationship between them contemplated
by the Contract is that of independent contractor. Contractor, and any agent,
employee, or servant of Contractor shall not be deemed to be an employee, agent,
or servant of Pitkin County.
B. Contractor is not required to offer his services exclusively to Pitkin County under
this Contract. Contractor may choose to work for other individuals or entities
during the term of this Contract, provided that the basic services and deliverable
Contract # 078.24 Revision: 2023.12.15 CDD
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products required under this Contract are submitted in the manner and on the
schedule defined under this Contract.
C. Contractor warrants that all work produced will conform to all applicable industry
standard of care, skill and diligence in the performance of Contractor’s obligations
under this Contract.
D. Contractor shall not attempt to oversee or supervise the work or actions of any
Pitkin County employee, servant or agent in the course of completing work under
this Contract.
E. Contractor is not entitled to any Workers’ Compensation benefits through Pitkin
County and is responsible for payment of any federal, state, FICA and other income
taxes.
VIII. Assignability. This Contract is not assignable by either party. Any use of
subcontractors by the Contractor for performance of this Contract must be accepted in
writing by the County.
IX. Severability. In the event that any provision of this Contract shall be held to be invalid
or unenforceable, the remaining provisions of this Contract shall remain valid and
binding upon the parties hereto.
X. Integration and Modification.
A. This Contract represents the entire and integrated Contract between the County and
the Contractor and supersedes all prior negotiations, representations, or contract,
either written or oral. This Contract may be amended only by written contract
signed by both the County and the Contractor.
B. The County may, from time to time, request changes in the scope of services of the
Contractor to be performed hereunder. Such changes, including the increase or
decrease in the amount of the Contractor’s compensation, which are mutually
agreed upon between the County and the Contractor, shall be in writing and upon
execution shall become part of this Contract.
XI. Indemnity.
A. The Contractor agrees to indemnify, hold harmless and, not excluding the County's
right to participate, defend the County, its subsidiary, parent, associated and/or
affiliated entities, successors, or assigns, its elected officials, trustees, employees,
agents, volunteers, and any jurisdiction or agency issuing permits for any work
included in the project, hereinafter referred to as indemnitee, from all suits and
claims, including attorney's fees and cost of litigation, actions, loss, damage,
expense, cost or claims of any character or any nature arising out of the work done
in fulfillment of the terms of this Contract or on account of any act, claim or amount
arising or recovered under workers' compensation law or arising out of the failure
of the Contractor to conform to any statutes, ordinances, regulation, law or court
decree. It is agreed that the Contractor will be responsible for primary loss
Contract # 078.24 Revision: 2023.12.15 CDD
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investigation, defense and judgment costs where this Contract of indemnity applies.
In consideration of the award of this Contract, the Contractor agrees to waive all
rights of subrogation against the County its subsidiary, parent, associated and/or
affiliated entities, successors, or assigns, its elected officials, trustees, employees,
agents, and volunteers for losses arising from the work performed by the Contractor
for the County.
B. The Contractor further shall investigate, process, respond to, adjust, provide
defense for and defend, pay or settle all claims, demands, or lawsuits related hereto
at its sole expense and shall bear all other costs and expenses related thereto, even
if the claim, demand or lawsuit is groundless, false or fraudulent.
XII. Insurance. Contractor and subcontractors shall procure and maintain until all of their
obligations have been discharged, including any warranty periods under this Contract
are satisfied, insurance against claims for injury to persons or damage to property which
may arise from or in connection with the performance of the work hereunder by the
Contractor, its agents, representatives, employees or subcontractors.
The insurance requirements herein are minimum requirements for this Contract and in
no way limit the indemnity covenants contained in this Contract. The policies shall
include, or be endorsed to include, the following provision: On insurance policies
where the County is named as an additional insured, the County shall be an additional
insured to the full limits of liability purchased by the Contractor even if those limits of
liability are in excess of those required by this Contract.
The County in no way warrants that the minimum limits contained herein are sufficient
to protect the Contractor from liabilities that might arise out of the performance of the
work under this Contract by the Contractor, its agents, representatives, employees, or
subcontractors. The Contractor shall assess its own risks and if it deems appropriate
and/or prudent, maintain higher limits and/or broader coverages. The Contractor is not
relieved of any liability or other obligations assumed or pursuant to the Contract by
reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or
types. Commercial General Liability Completed Operations coverage must be kept in
effect for up to three (3) years after completion of the project.
A. Coverage and Limits of Insurance. Contractor shall provide coverage with limits
of liability requirements provided that the coverage is written on a “following form”
basis.
1) Statutory Workers’ Compensation: Colorado statutory minimums
a. Policy shall contain a waiver of subrogation against the County.
b. This requirement shall not apply when a contractor or subcontractor
is exempt under Colorado Workers’ Compensation Act AND when
such contractor or subcontractor executes the appropriate sole
proprietor waiver form.
Contract # 078.24 Revision: 2023.12.15 CDD
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Minimum Limits:
Coverage A (Workers’ Compensation) Statutory
Coverage B (Employers Liability) $ 500,000
$ 500,000
$ 500,000
2) Commercial General Liability – ISO 1CG 0001 form or equivalent.
(With County named as an additional insured)
Minimum Limits:
General Aggregate $ 2,000,000
Products/Completed Operations Aggregate $ 2,000,000
Each Occurrence Limit $ 1,000,000
Personal/Advertising Injury $ 1,000,000
Fire Damage (Any One Fire) $ 50,000
Medical Payments (Any One Person) $ 5,000
Coverage to include:
• Premises and Operations
• Explosions, Collapse and Underground Hazards
• Personal / Advertising Injury
• Products / Completed Operations
• Liability assumed under an Insured Contract (including defense costs assumed under
contract)
• Independent Contractors
• Designated Construction Project(s) General Aggregate Limit, ISO CG 2503 (1997
Edition or equivalent)
• Additional Insured—Owners, Lessees or Contractors Endorsement, ISO Form 2010
(2004 Edition or equivalent)
• Additional Insured—Owners, Lessees or Contractors Endorsement, ISO CG 2037
(2004 Edition or equivalent)
• The policy shall be endorsed to include the following additional insured language
on the Additional Insured Endorsements specified above: “County, its subsidiary,
parent, associated and/or affiliated entities, successors, or assigns, its elected
officials, trustees, employees, agents, and volunteers named as an additional insured
with respect to liability and defense of suits arising out of the activities performed
by, or on behalf of the Contractor, including completed operations”.
3) Auto Liability: Bodily injury and property damage for any owned,
hired and non-owned vehicles used in the performance of this Contract.
Minimum Limits: Statutory
Contract # 078.24 Revision: 2023.12.15 CDD
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Coverage Bodily/Property Damage (Each Accident) $ 1,000,000
4) Special Coverages (check as appropriate and insert amount):
a. ☐ Performance Bond $
b. ☐ Professional Errors and Omissions
c. ☐ Aircraft Liability
d. ☐ Owner’s Protective
e. ☐ Builder’s Risk
f. ☐ Boiler and Machinery
g. ☐ Loss of Use Insurance
h. ☐ Pollution Liability
i. ☐ Crime, including Employee Dishonesty Coverage, or Fidelity
Bond
B. Proof of Insurance:
1) Each insurance policy required by the insurance provisions of this
Contract shall provide the required coverage and shall not be suspended,
voided or canceled except after thirty (30) days prior written notice has been
given to the County, except when cancellation is for non-payment of
premium, then ten (10) days prior notice may be given. Such notice shall
be emailed directly to Procurement@pitkincounty.com. If the insurance
carrier will not provide the required notice, the Consultant/Contractor and
or its insurance broker shall notify the County of any cancellation, or
reduction in coverage or limits of any insurance within seven (7) days of
receipt of insurers’ notification to that effect. Simultaneously with the
Certificates of Insurance, the Contractor shall file with the Project Lead a
certified statement as to claims pending against the required coverages,
reserves established on account of such claims, defense costs expended and
amounts remaining on policy limits.
2) In addition, these Certificates of Insurance shall contain the following
clauses:
a. The contractor’s insurance shall be primary and non-contributory with
any insurance or self-insurance purchased by the County.
b. The insurance companies issuing the policy or policies hereunder shall
have no recourse against the County of Pitkin for payment of any
premiums or for assessments under any form of policy.
c. Any and all deductibles or self-insured retentions in the above-
described insurance policies shall be assumed by and be for the
amount of, and at the sole expense of the Contractor.
d. Location of operations shall be: “all operations and locations at which
work for the referenced Project is being done.”
3) Certificates of Insurance for all renewal policies shall be delivered to
the County’s Representative at least fifteen (15) days prior to a policy’s
Contract # 078.24 Revision: 2023.12.15 CDD
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expiration date except for any policy expiring on the expiration date of this
Contract or thereafter.
4) The County reserves the right to request and receive a copy of any
policy and any policy endorsement at any time during the term of this
Contract.
XIII. Exemptions and Preferences. All purchases of construction or building or any other
materials for this Contract shall not include Federal Excise Taxes or Colorado State or
local sales or use taxes. Pitkin County is exempt from such taxes under registration
numbers 98-02624 and 84-78000-5k.
XIV. Records. The Contractor shall maintain comprehensive, complete and accurate
books, records, and documents concerning its performance relating to this Contract for
a period of three (3) years after final payment under the Contract and the County shall
have the right within the three (3) year period to inspect and audit these books, records
and documents, upon demand, in a reasonable manner and at reasonable times, for the
purpose of determining, by accepted accounting and auditing standards, compliance
with all provisions of the Contract and applicable law.
XV. Contract Made in Colorado. The parties agree that this Contract was made in
accordance with the laws of the State of Colorado and shall be so construed. Venue is
agreed to be exclusively in the courts of Pitkin County, Colorado.
XVI. Attorney’s Fees. In the event that legal action is necessary to enforce any of the
provisions of this Contract, the substantially prevailing party shall be entitled to its costs
and reasonable attorney’s fees.
XVII. Governmental Immunity. Contractor agrees and understands that Pitkin County is
relying on and does not waive, by any provision of this Contract, the monetary
limitations or terms (presently $150,000 per person and $600,000 per occurrence) or
any other rights, immunities, and protections provided by the Colorado Governmental
Immunity Act, 24-10-101, et seq., C.R.S., as from time to time amended, or otherwise
available to Pitkin County or any of its officers, agents or employees. Further, nothing
in this Contract shall be construed or interpreted to require or provide for indemnification
of the Contractor by the County for any injury to any person or any property damage
whatsoever which is caused by the negligence or other misconduct of the County or its
agent or employees.
XVIII. Current Year Obligations. The parties acknowledge and agree that any payments
provided for hereunder or requirements for future appropriations shall constitute only
currently budgeted expenditures of Pitkin County. Pitkin County’s obligations under
this Contract are subject to Pitkin County’s annual right to budget and appropriate the
sums necessary to provide the services set forth herein. No provisions of the Contract
Contract # 078.24 Revision: 2023.12.15 CDD
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shall constitute a mandatory charge or requirement in any ensuing fiscal year beyond
the then current fiscal year of Pitkin County. No provision of the Contract shall be
construed or interpreted as creating a multiple-fiscal year direct or indirect debt or other
financial obligation of Pitkin County within the meaning of any constitutional or
statutory debt limitation. This Contract shall not directly or indirectly obligate Pitkin
County to make any payments beyond those appropriated for Pitkin County’s then
current fiscal year. No provisions of this Contract shall be construed to pledge or create
a lien on any class or source of Pitkin County’s moneys, nor shall any provision of this
Contract restrict the future issuance of Pitkin County’s bonds or any obligations
payable from any class or source of Pitkin County’s money.
XIX. Notice. Any notice required or permitted under this Agreement shall be in writing
and shall be provided by electronic delivery to the e-mail addresses set forth below and
by one of the following methods 1) hand-delivery or 2) registered or certified mail,
postage pre-paid to the mailing addresses set forth below. Each party by notice sent
under this paragraph may change the address to which future notices should be sent.
Electronic delivery of notices shall be considered delivered upon receipt of
confirmation of delivery on the part of the sender. Nothing contained herein shall be
construed to preclude personal service of any notice in the manner prescribed for
personal service of a summons or other legal process.
To Pitkin County: Michael Port
530 E. Main Street
Aspen, CO 81611
Email: michael.port@pitkincounty.com
with copies to: Pitkin County Attorney’s Office
530 E. Main St., Suite #301 Aspen, Colorado 81611 Email: Attorney@pitkincounty.com To Contractor:
Lotus Engineering and Sustainability, LLC 1627 Vine Street Denver, CO 80206 Phone: (303) 550-6498 Email: tom@lotussustainability.com
Contract # 078.24 Revision: 2023.12.15 CDD
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IN WITNESS WHEREOF, the parties have executed this Contract as of the date first set out herein above. LOTUS ENGINEERING AND SUSTAINABILITY, LLC ________________________________________________ !#VENDOR SIGNATURE#! Date
PITKIN COUNTY, COLORADO RECOMMENDED FOR APPROVAL:
_________________________________________________ !#DEPARTMENT REPRESENTATIVE#! Date
COUNTY MANAGER APPROVAL: ________________________________________________ !#COUNTY MANAGER#! Date
Michael Port
Apr-23-2024
Climate Action Analyst
President
Hillary Dobos
Apr-23-2024
Deputy County Manager
Rich Englehart
Apr-23-2024
RFP 078.24 Rev. 2021.10.11 CDD Budget Line Item #: 10014140.531500
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PUBLIC NOTICE
Pitkin County is accepting proposals to provide PITKIN COUNTY 2023 REGIONAL GREENHOUSE GAS EMISSIONS ANALYSIS.
More information is available online at www.BidNetDirect.com/Colorado.
Any and all questions, or requests for clarification, must be submitted by 4:00 PM MT on February 16, 2024. Questions and requests for clarification will only be accepted via email at procurement@pitkincounty.com.
Proposal documents must be uploaded to the BidNet Direct website no later than 2:00 PM MT on March 1, 2024.
Published in the Aspen Daily News: 2/12/2024 and 2/19/2024.
Attachment A
RFP 078.24 Rev. 2021.10.11 CDD Budget Line Item #: 10014140.531500
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PITKIN COUNTY 2023 GREENHOUSE GAS ANALYSIS Table of Contents REQUEST FOR PROPOSAL I. INTRODUCTION 3 II. PROJECT BACKGROUND 3
A. REGIONAL GHG INVENTORIES AND EMISSIONS REDUCTION PLANS 4 B. REGIONAL UTILITIES 4 C. PROJECT TEAM AND GOALS 5 III. SCOPE OF WORK & DELIVERABLES 6
A. SCOPE OF WORK 6 B. DELIVERABLES 7 IV. SELECTION PROCESS 7 A. SUBMITTALS 7 B. TIME SCHEDULE 8
C. EVALUATION CRITERIA AND WEIGHTING 9 D. SELECTION COMMITTEE 10 E. CONTRACT 10 PROPOSAL FORM 12 INSTRUCTIONS TO PROPOSERS 14
ATTACHMENT A: SAMPLE CONTRACT 20 ATTACHMENT B: SCOPING AND DELIVERABLES TABLE 30
RFP 078.24 Rev. 2021.10.11 CDD Budget Line Item #: 10014140.531500
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REQUEST FOR PROPOSALS PITKIN COUNTY 2023 REGIONAL GREENHOUSE GAS ANALYSIS GENERAL INFORMATION TO PROPOSERS
ISSUED: February 5, 2024 DUE: March 1, 2024 by no later than 2:00 PM MT I. INTRODUCTION Pitkin County, in partnership with the City of Aspen, Town of Basalt and Town of
Snowmass Village, is requesting proposals to complete Global Protocol (GPC) compliant 2023 GHG inventories and inventory reports for Pitkin County (the County) and the municipalities located within the Pitkin County boundary: City of Aspen (Aspen), Town of Snowmass Village (Snowmass), the Town of Basalt (Basalt), and unincorporated Pitkin County (UPC). In addition, we are requesting a
summary report incorporating Pitkin County and those areas of Eagle County located in the Roaring Fork Valley (the Region) that reflects the interdependence of the municipalities in reaching their climate action goals. The County will award a one-time contract.
II. PROJECT BACKGROUND The Region is located in the heart of the White River National Forest, surrounded by the spectacular peaks of the central Rocky Mountains and includes all of Pitkin
County and those areas of Eagle County located in the Roaring Fork Valley. Pitkin
County covers 975 square miles and includes the communities of the City of Aspen, Snowmass, Woody Creek, Old Snowmass, Meredith, Thomasville, and Redstone. The Town of Basalt has areas in both Pitkin and Eagle Counties. The Eagle County area also includes the town of El Jebel.
In addition to the Member Communities, the Town of Carbondale and Glenwood Springs in Garfield County are also located in close regional proximity. RFTA, the regional bus service, operates throughout the valley and many people who work in Pitkin County live in the other communities.
All of the Member Communities’ economies are strongly tied to tourism and the beauty and recreational value of our region. Aspen Skiing Company is located in
RFP 078.24 Rev. 2021.10.11 CDD Budget Line Item #: 10014140.531500
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the City of Aspen and there are four destination ski resorts in the Region. In addition, the Region includes unending opportunities for outdoor recreation, culture, arts, dining and more.
A. REGIONAL GHG INVENTORIES AND EMISSIONS REDUCTION PLANS All of the Member Communities have plans addressing emissions reductions. In addition, they have all been tracking their GHG emissions since at least 2014, with
Snowmass beginning in 2009 and Aspen in 2004. The regional partners came together for the first joint inventory in 2020 and this proposed project is a continuation of that approach. Table 1: Regions’ GHG Inventories and Emissions Reduction Plans
Pitkin County UPC Aspen Snowmass Village Basalt
Previous Inventories
2019/2020 2014, 2017, 2019/2020 2004, 2007, 2011, 2014, 2017, 2019/2020
2014, 2017, 2019/2020 2014, 2017, 2019/2020
Emission Reduction Plans and Declarations
2017 CAP, 2019 declared Climate Emergency
CAP Update: Aspen Sustainability Action Plan Adopted in 2023 Aspen’s science-based targets are as follows: 63.4 % reduction by 2030, 100% reduction by 2050 based on 2017 emissions levels.
62.5% GHG reduction by 2030, Environmental Sustainability Plan Updated in 2021
Eagle County CAP with 2017 Basalt-specific addendum, 2019 declared Climate Emergency
Upcoming & Potential Climate Action Planning Efforts
CAP update in 2024, adoption of 2030 GHG reduction target
Sustainability Report published annually. Initiative to align City Compass Goals with ASAP underway
2021 Climate Action Plan, coordinating with CORE to achieve 2030 climate goals
RFP 078.24 Rev. 2021.10.11 CDD Budget Line Item #: 10014140.531500
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B. REGIONAL UTILITIES There are three primary utilities that provide energy to the communities in the
Region: electricity is provided by either Holy Cross Energy or Aspen Electric, and natural gas is provided by Black Hills Energy. Aspen Electric provides the City of Aspen electricity from 100% renewable sources. Holy Cross Energy expects to have 90% renewable energy supply by the end of 2024, and plans to be 100% renewable by 2030. In addition, a very small proportion of the energy utilized
comes from propane. Table 2: Energy Sources by Community
Pitkin County UPC Aspen Snowmass Village Basalt
Holy Cross Energy
X X X X X
Aspen Electric X X
Black Hills Energy
X X X X X
C. PROJECT TEAM AND GOALS Table 3: Project Team
Roles Staff Consultant Selection Team Pitkin County, City of Aspen, Town of Snowmass Village, Town of Basalt Staff Project Management Team
Pitkin County Inventory Principal Michael Port, Climate Action Analyst
City of Aspen Inventory Principal Tim Karfs, Sustainability Programs
Administrator
Project Goals
This project should utilize and improve upon (where possible) the methodology
developed to produce the 2019/2020 Pitkin County Regional GHG Inventory. It should provide an understanding of emissions attributable to each municipal entity in the Region and enable municipalities and jurisdictions to track progress and plan for their communities while also unlocking insights that might lead to collective
and systemic action at the County and Regional scale. The primary goals of this project are:
● To enable communities to both track progress and plan at the municipal level. ● Provide a clear picture of GHG emission sources that may be located in Pitkin County and activities of the community that result in GHG emissions,
RFP 078.24 Rev. 2021.10.11 CDD Budget Line Item #: 10014140.531500
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unlocking insights that might lead to collective and systemic action at the county scale. ● Provide information that reflects the value of regional collaboration. ● Identify opportunities to drive deep GHG reductions and targets for specific sources, given that our sources for electricity are on track to becoming 100%
renewable.
● Provide GHG Emissions data for elected officials to inform climate change mitigation and adaptation policies, regionally and jurisdictionally.
III. SCOPE OF WORK & DELIVERABLES
A. SCOPE OF WORK Consultants are asked to propose their systems for delivering the following services, detailed below: Regional/Municipal GHG Inventories
Consultant will collect and input data into ICLEI’s ClearPath tool for the County and municipal scale. 1) Data Management (See Table in Attachment B for more information) a. Data acquisition guidance and management.
b. Provide quality assurance for data. c. Adjustment of any past years’ data to ensure compatibility and align with current methods and data, to the extent possible. d. Collection and organization of data that will enable a ‘contribution analysis’ to be performed during the following inventory a year
(ICLEI’s Contribution Analysis approach requires collection of data such as heating degree days, commercial sq ft). 2) Reports
a. Summary report of the Pitkin County region’s GHG Emissions, showing totals, totals by sector, source, activity, and fuel and
contributions from each jurisdiction. b. Summary report of the Region’s GHG Emissions, showing totals, totals by sector, source, activity, and fuel and contributions from each jurisdiction.
c. Four jurisdiction-specific community GHG Inventories and reports
for Aspen, Snowmass, Basalt and Unincorporated Pitkin County. Transportation Data – Airport GHG Emissions and Vehicle-Miles Traveled A consistently comparable inventory update requires two analysis projects that have typically been obtained from external partners. The first is an update to the
Aspen/Pitkin County Airport’s entity-specific GHG inventory and the second is a current VMT estimate for the region. 1) Aspen/Pitkin County Airport GHG Inventory
RFP 078.24 Rev. 2021.10.11 CDD Budget Line Item #: 10014140.531500
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The Aspen/Pitkin County Airport is conducting an inventory of 2023 GHG emissions in 2024. It is anticipated that this data will be shared for use in this project. If not, updating the Airport inventory would likely be relatively
straightforward and require obtaining data on aircraft operations and dispensed fuel from the airport, with whom the Team has a strong relationship. 2) VMT Data Update Pitkin County’s Climate Action team is coordinating with Pitkin County’s
Community Development Department to supply 2023 annual VMT estimates for the different emissions inventory boundaries in this study to calculate on-road transportation emissions. The data is expected to be available before Summer 2024.
B. DELIVERABLES
A list of specific deliverables is provided in Attachment B. C. OTHER SCOPE NOTES
Pitkin County will be engaged in two separate projects in addition to the 2023 Regional GHG Analysis that are related to GHG emissions in 2024. As described above, the Aspen/Pitkin County Airport GHG inventory will report aviation emissions data to the Regional project. The other project is a GHG impact analysis of the built environment for UPC that will utilize some of the same input datasets
as this project (e.g. utility provided residential energy use). The selected consultant for this project agrees that they will coordinate with the external projects on an as-needed and mutually agreed upon basis, facilitated by Pitkin County staff.
IV. SELECTION PROCESS
The County is required by the terms of the Pitkin County Procurement Code to conduct a competitive selection process to select a Contractor for the above-described proposal. This process shall be through formal proposals submitted in response to this Request for Proposals.
A. SUBMITTALS 1. Proposer shall submit proposals for this Service as outlined in the Request for Proposals and Scope of Services, or an alternately developed plan as developed by Proposer in response to and in accordance with this Request for Proposals and
Information to Proposers attached hereto.
Proposal Format: Each response shall be 8½” X 11” in size. Font, Times New Roman, size shall be no smaller than 12 point. A sample contract has been included for review and Template Contract revisions, if any, must be uploaded as a separate
file with any changes clearly highlighted. Template Contract change requests will
not be reviewed until scoring has been completed and, as such, any information that could be considered material to your proposed response to the solicitation should
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not be included in the sample Contract. Proposals may include pages up to 11”x17” size, as needed.
a. The proposal must contain name, address, daytime phone number(s), and e-mail address for person(s) to whom additional selection process requests should be communicated; b. A proposed approach (basic description of how Proposer will
proceed with this Service), timetable for the Service, and proposed method of compensation for services rendered; c. A statement of Qualifications of the Proposer and any subcontractors anticipated to perform under the awarded contract;
d. References, especially those for significantly similar projects with local governments; e. A completed Proposal Form (may indicate “In Attached
Documents” for Approach and Qualifications/References sections of the provided Proposal Form, if desired. The Proposal Form, however, will not be considered complete if any and all addenda are not acknowledged and the form has not been signed);
f. List of all subcontractors (including qualifications); g. Fee schedule of standard rates for any work that may not be included in provided Scope of Work, as applicable
2. Proposer may be required to supply additional information upon request, or to make additional submissions under secondary selection criteria, if necessary.
3. Any and all questions or comments shall be submitted via email to
procurement@pitkincounty.com no later than 4:00 PM MT on February 16, 2024. All requests must have the email subject line, “RFP 078.24 Pitkin County 2023 Regional Greenhouse Gas Emissions Analysis Request for Clarification and Questions.” All questions, comments and answers
provided shall be shared with all Proposers via addendum posted on BidNet
Direct. Addendum(s) will include the requests for clarification and questions, as written by the Proposer. 4. All Proposals must be uploaded to the BidNet Direct website. Proposals
will not be accepted in any other form or manner.
5. During the Request for Proposal selection process, all proposals shall remain confidential. The entire selection process (procurement) file shall be
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available to the public (which includes all Proposers) after an agreement is approved by the County, except those items for which confidentiality has been requested in writing by the Proposer, and providing that the County
Attorney has reviewed and determined this to be the properly confidential under the State Open Records Act and other relevant statutes and regulations.
B. TIME SCHEDULE The County will endeavor to use the following timetable: February 5, 2024 Request for Proposals publicly advertised, posted on website
(www.bidnetdirect.com/colorado) February 16, 2024 Proposer’s request for clarification and questions due via email to procurement@pitkincounty.com by 4:00 PM MT
February 21, 2024 County’s response to request for clarification and questions posted on BidNet Direct via addendum March 1, 2024 PROPOSALS MUST BE UPLOADED TO BIDNET DIRECT BY 2:00 PM MT
Week of March 4, 2024 Meeting of Selection Committee; checking of references as necessary; requests for additional information or
clarifications, if necessary; scheduling of interviews, if
necessary March 8, 2024 Issuance of Notice of Award to top-ranked proposer
March 15, 2023 Notices sent to unsuccessful proposers
March 15, 2024 Anticipated Contract Start Date September 13, 2024 Anticipated Contract Completion Date
C. EVALUATION CRITERIA AND WEIGHTING Selection of the "short-listed" Proposers to be interviewed and/or the selection of the top-ranked Proposer will be based upon the following criteria and relative importance (or as the same may be amended or supplemented by published
secondary selection criteria, if any):
1. Approach to Project 30% The Proposer shall prepare a brief statement as to their intention to address:
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a. The Project Scope of Work b. The Project Schedule
2. List of Similar Work 30% The Proposer shall submit examples of projects of similar size and scope, specifically with local governments when available. 3. Estimated Cost of Services, including Reimbursable Expenses 30%
a. The Proposer shall list all costs assumed necessary to successfully complete and/or deliver the provided scope of work, services, and/or goods, including, but not necessarily limited to: i. Labor and material expenses ii. Reimbursable expenses for mileage and/or
administrative services iii. Miscellaneous expenses b. The Proposer shall provide a list of standard fees/rates and material markup rates to include with the Contract for any additional services or goods that may not be covered in the
awarded Contract; billable only as incurred and as agreed upon in advance by mutual signing of a change order. 4. References 10% The Proposer shall provide a list, including contact name and information,
of references/prior clients, especially local, state and federal government. D. SELECTION COMMITTEE
Communications between Proposer and any member of the selection committee
during the selection process, except when and in the manner expressly authorized by the Request for Proposals, is prohibited. Violation of this restriction is grounds for disqualification from the process.
Voting Members of the Selection Committee: Nonvoting counsel to the Selection Committee: - Michael Port, Climate Action Analyst, Pitkin County - Greg LeBlanc, Assistant Town
Manager, Town of Snowmass
Village - Sara Nadolny, Senior Planner, Town of Basalt - Tim Karfs, Sustainability
Programs Administrator, City of
Aspen
-County Attorney -County Procurement
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- Hannah-Hunt Moeller, Senior Long Range Planner, Pitkin County
E. SAMPLE CONTRACT A sample of the Pitkin County Contract for the Provision of Services is included as Attachment A. The Proposer must present any exceptions to the standard contract language, if any, with their proposal, included as a separate document. If
changes are not requested at the time of proposal submission, the County shall consider that terms and conditions are accepted by proposer. Requests for Contract alterations, modifications, additions, or deletions will not be entertained following proposal submission. Submittal of contract change requests is for County’s information only and will not be reviewed until selection committee
scoring and vendor selection has been completed; contract language change requests will not disqualify any proposer or be evaluated for partiality. This opportunity is offered so proposers may familiarize themselves with standard County terms and requirements, and change requests that are submitted at the time of proposal allow the County to expedite the consideration of such requests
during the award process so as to avoid delays in contracting. As mentioned in Section IV.A, proposers should not include any information specific to their proposed approach, pricing, delivery schedule, etc. when submitting language change requests as this information will not be reviewed
prior to final selection of a top-ranked proposer. Failure of proposer to review and abide by this guidance and any lack of conveyance of such information to the selection committee shall be construed as an error on the behalf of the proposer and not on behalf of the County or the selection committee.
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PROPOSAL FORM
Proposal Time: 2:00 PM MT Proposal Date: March 1, 2024 From:
Phone E-mail Address: To: THE PITKIN COUNTY BOARD OF COMMISSIONERS
c/o Procurement 530 E Main Street, Suite #304 Aspen, CO 81611 For: RFP 078.24: Pitkin County 2023 Regional Greenhouse Gas Emissions
Analysis Pursuant to a request by the Pitkin County Commissioners, the undersigned Proposer having examined this Request for Proposals (RFP), including familiarization of the site and/or the conditions of the proposed Service environment, including the availability of
materials and labor hereby proposes to furnish all labor, materials, supplies, applicable permits, services, and supervision required to provide a completed product as detailed in this RFP and adjoining documentation for the sum of:
$___________________________________________ Fee Schedule(s) for this project and any applicable work that may not have been included in the Scope of Work but may be necessary for successful completion must be included in
the proposal documents.
Approach, Qualifications, and References may be submitted on your own proposal form; please indicate “In attached documents” for any items omitted herein. A completed proposal form including, at minimum, acknowledgement of all addenda and
signature/corporate seal is required for proposals to be considered responsive.
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Statement and Detailed Approach to Service:
Qualifications of Proposer: Please insert names address, phone numbers and description of similar Service for
Reference Checks. 1.
2.
3.
It is further understood that the right is reserved by the County to reject any and all
proposals and it is agreed that the proposals may not be withdrawn for a period of ten (10) days from specified time for receiving proposals. The Proposer acknowledges receipt of Addenda Nos. .
The right is reserved to waive any informalities and to reject any Proposal. (Type/Print name under all signatures)
Dated this day of , 2024
(Corporate seal) PROPOSER:
SIGNATURES: If the proposal is being submitted by a Corporation, the Proposal Form should be signed by an officer, i.e. President or vice-president. The signature of the
officer signing shall be attested to by the secretary and properly sealed. If the proposal is
being submitted by an individual or a partnership, the proposal shall so indicate and be properly signed.
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INSTRUCTIONS TO PROPOSERS FOR PITKIN COUNTY CONTRACTS
1. a. A "Proposal" is a responsive, conforming, unconditional, complete, legible and properly executed offer on the Pitkin County Proposal Form to do the work called for
in the Request for Proposals (“RFP”). b. Proposals must be submitted electronically in PDF format and submitted at the time
and place designated in the RFP. Electronic submissions must be clearly marked as a "sealed proposal" with the Service name and the name, contact person, mailing address and telephone number of the Proposer. The County reserves the right to request verification of any original or electronic signature at any time before issuing a Notice of Award. c. It shall be the responsibility of the Proposer to ensure that the Proposal is in proper form and in the County's possession by or before the scheduled time and date of public
Proposal opening. Proposals will not be accepted after the scheduled time and date of opening. Any Proposals received late will be returned to the Proposer unopened, if possible. In the event that it is impossible to determine who the late Proposer is unless
the envelope is opened, the envelope will be opened, the address determined, and the envelope and Proposal returned immediately to the Proposer.
d. If specified in the Request for Proposals, parties who request packages of proposal documents will be required to pay a fee for the document package. All parties who request packages must provide the name of the potential Proposer, along with the
name of a contact person, address, telephone number, and email address for the purpose of dissemination of Addenda or additional proposal information.
e. If a mistake is made or discovered at or after the public opening, the County reserves the right to determine which party made the mistake and whether the mistake is material and, after these determinations, the County, in its sole discretion, shall make the decision whether to accept or reject the Proposal. No advantage shall be taken by either party of manifest clerical errors or omissions in the Proposal documents or the Request for Proposals (and plans and specifications). All Proposers are required to notify the County immediately of any errors of omissions that may be encountered. (See 2.a. and 2.c., below).
f. The signer of the Proposal must initial any alteration or erasure. If provided on the required Proposal Form, the proposal price of each item must be stated in numerals
and words; in case of a conflict, the words will control. In case of conflict between the indicated sum of any addition of figures and the correct sum, the correct sum will control.
g. No reimbursement will be made by the County for any costs incurred in the preparation of a statement of qualifications, Proposals, or attendance at a site
inspection, pre-bid conference or interviews. h. No person, firm, corporation or other entity shall be allowed to make, file or be
interested in more than one Proposal for the same work, unless alternate proposals are called for. A person, firm, corporation or other entity who has submitted a sub-proposal to Proposer, or who has quoted prices on materials to a Proposer, is not
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hereby disqualified from submitting a sub-proposal or quoting prices to other Proposers.
2. a. If any person contemplating submitting a Proposal is in doubt as to the true meaning of any part of the Drawings, Specifications or other Proposal or Contract Documents,
or finds discrepancies, errors, ambiguities, inconsistencies, incompleteness or omissions in the Drawings or Specifications or the proposal process, he/she must submit to the Procurement Officer a written request for an amplification, clarification,
explanation, interpretation or correction thereof. Failure to do so shall constitute: (1) acceptance by the Proposer of the Drawings, Specifications or other Proposal or Contract Documents as is, and (2) a waiver by the Proposer of any and all claims arising, or that might arise, out of such discrepancies, errors, ambiguities, inconsistencies, incompleteness or omissions. b. Proposers may propose substitute materials or techniques if such substitution is equal to or better than the materials or techniques described in the RFP and if the substitution
has been submitted in writing at least ten (10) days prior to the public Proposal opening. The burden of proof of equality or superior quality is on the Proposer. If accepted as equal by the County in its discretion, the substitute will be designated as
an alternative on a formal addendum available to all Proposers three (3) days prior to the deadline for Proposal submission, when possible. If approval of any substitute materials and/or processes has not been provided by County prior to the deadline for
proposal submission, proposers may elect to submit an alternate bid with separate pricing and rationalization for the alternate materials and/or approach. County, at its sole discretion, will determine if the alternate meets the needs of the respective project.
c. Any amplification, clarification, explanation, interpretation or correction of the documents will be made only by written Addendum duly issued and a copy of the
Addendum will be mailed or delivered to each person receiving a set of the Proposal Documents. Delivery, as used in these Instructions, shall include electronic delivery through e-mail, facsimile, web-posting or other electronic means. Neither the County nor the Procurement Officer will be responsible for any information, representations, explanations or interpretations of the Contract Documents not in written addenda. d. The County reserves the right to call a pre-proposal conference; if called and conducted, a summary of the pre-proposal conference will be mailed or electronically
delivered to all parties receiving a set of Proposal documents. e. On request, the County will provide each Proposer access to the site to conduct, at
Proposer's sole cost, such inspections, tests and investigations as each Proposer deems necessary for submission of a Proposal. No information provided by County representatives at such a site inspection shall be deemed a waiver of the requirements
of 2.a. and 2.c., above. f. Any Addenda issued during the time of the Proposal process, or forming a part of the
Proposal Documents, shall be covered in the Proposal, and shall be considered a part of the RFP. Receipt of each Addendum shall be acknowledged in the Proposal.
g. If specified in the RFP, a request for qualifications may precede the RFP process.
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3. a. Each Proposal, if required by the Proposal Documents, shall be accompanied by a certified check or bid bond in a form acceptable to the County Attorney, in an amount
specified, payable without condition to the County as a guarantee that the Proposer, if awarded the Contract, will promptly execute the Agreement in accordance with the Proposal, and will furnish, if required by the Proposal, good and sufficient bonds for
the faithful performance of the Contract and for the payment to all persons supplying labor and material for the work (see 10.a., below). The Proposal guaranties of all parties except the three highest scoring Proposals will be returned promptly after the opening
of Proposals. After execution of the Contract and issuance of a Notice to Proceed, the remaining two Proposers’ guaranties will be returned. b. Proposer also, if required by the Proposal Documents, will fully complete and submit with the Proposal a Pitkin County Qualification Statement, or an updated Statement if one is already on file. Pitkin County reserves the right to pre-qualify Proposers based on said qualification statements.
c. Proposer also must submit with the Proposal a list of subcontractors, independent contractors and suppliers to be employed under the Contract. If the County has a reasonable objection to any such subcontractor, independent contractor or supplier, it
shall notify the Proposer and the Proposer may then: (a) withdraw the Proposal; or (b) substitute an acceptable contractor or supplier. If required by the Contract Documents, subcontractors, independent contractors and/or suppliers may be required to submit a
Contractor's Qualification Statement. d. Proposals by corporations must be executed in the corporate name by the president or
a vice-president (or other corporate officer accompanied by evidence of authority to sign) and the corporate seal must be affixed and attested by the secretary or an assistant secretary. The corporate address and state of incorporation shall be shown below the
signature. e. Proposals by partnerships or limited liability companies (“LLC”) must be executed in the partnership or LLC name and signed by a partner, authorized LLC officer, whose title must appear under the signature and the official address of the partnership or LLC must be shown below the signature. The state in which the entity was formed and whose law governs the entity shall be shown below the signature.
f. All names must be typed or printed below the signature. 4. a. Proposer acknowledges that this proposal is solicited and submitted subject to the
requirements of the "Pitkin County Procurement Code," (Ordinance #009-2021, as previously amended by Ordinances #026-2005 & #03-2007 (copies available via the PitkinCounty website at https://pitkincounty.com/DocumentCenter/View/27059/title-
03-revenue-and-finance or upon request for a nominal charge). As such, the Proposer agrees to comply with all applicable requirements of said Procurement Code relating to proposing, contract drafting, contract administration, and ethics. The requirements
of the Procurement Code are incorporated herein by this reference. b. The Proposer shall immediately notify the County Manager in writing of any violation of said Code by the County's employees or agents, which violation is known or should have been known by Proposer, and failure to so notify the County of violations within five (5) days of knowledge of such violations shall disqualify the Proposer from award
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of the Contract being proposed and shall be deemed as a waiver of any action or defense that the Proposer may have against the County by reason of such violation of
the Procurement Code. c. The submission of a Proposal shall be conclusive evidence and legal admission that
the Proposer: (1) has no questions, complaints or objections in connection with the Proposal process and/or documents, subject to any requests made by Proposer for amplification, clarification, explanation, interpretation or correction pursuant to
Paragraph 2.a. and 2.c., above; (2) has no questions, complaints or objections as to the completeness, sufficiency, scope or detail of the Proposal Documents; and (3) has full knowledge of the scope, nature, quality and quantity of work to be performed, the detailed requirements of the Proposal Documents including any and all contract documents, the plans and specifications, the site and conditions under which the work is to be performed, the Pitkin County Procurement Code and applicable Colorado law. 5. a. All Proposals will be opened and read in public by name of Proposer only. No
Proposals may be withdrawn after the beginning of the public opening. The County, in its sole discretion, may delay a Proposal opening for no longer than two (2) business days if weather or other circumstances beyond control of Proposers results in delay in
receipt of Proposals. Proposals may be withdrawn at any time prior to the beginning of the public opening or modified by a document executed and delivered in a form substantially similar to the Proposal Form prior to opening.
b. All Proposals submitted must be valid for a minimum period of sixty (60) days after the date of the Proposal opening. During this time, Proposers are investigated, and
Proposals are evaluated. 6. a. Proposals will be awarded to the highest scoring Proposer complying with the terms,
conditions, guidelines, selection criteria, plans and specifications presented in the Request For Proposals. All rights are reserved by the County to determine, in the County's sole reasonable discretion, whether the Proposal meets the needs or a purpose intended and is within the budget. b. Although price may be a major consideration in the selection of a Proposal, the County does not award on price alone. The County may also consider the quality of product as judged by the County; past experience with Proposers, subcontractors, independent
contractors, products or suppliers; qualifications of the Proposers and/or subcontractors, independent contractors or suppliers; services offered; warranties; maintenance considerations; long-range costs; delivery; and similar considerations,
all as specified in detail in the RFP. c. The County reserves the absolute right to conduct such investigations as it deems
necessary to assist in the evaluation of any Proposal and to establish the experience, responsibility, reliability, references, reputation, business ethics, history, qualifications and financial ability of the Proposers and proposed subcontractors,
independent contractors and suppliers. The purpose of such investigation is to satisfy the County that the Proposer has the experience, resources and commercial reputation necessary to perform the work and support any warranties in accordance with the
Contract Documents in the prescribed manner and time.
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d. The County, at its sole discretion, may require the apparent successful Proposer to demonstrate, at a place and time designated by the County, that the Proposal meets
the performance criteria specified, or to otherwise provide documented proof from independent reliable sources acceptable to the County that said performance criteria will be met prior to final acceptance of the Proposal. The burden of proof of such a
demonstration is on the Proposer. In the event that the apparent successful Proposer fails to demonstrate or provide acceptable proof of meeting required performance criteria, that proposal will be rejected and the next eligible Proposer in the selection
ranking will be invited to participate in the same process until a proposal meeting performance criteria is found within the ranking of eligible Proposers. The County reserves the rights to reject any or all Proposals or to otherwise accept the Proposal which in the County's sole discretion is in the best interest of the County. e. Pitkin County reserves the right, if it deems such action to be in the best interests of the County, to reject any and all Proposals or to waive any irregularities or informalities therein. Any incomplete, conclusory, false or misleading information
provided by Proposer shall be grounds for rejection of the proposal. If proposals are rejected, the County further reserves the right to investigate and accept the next best proposal in order of ranking or to reject all proposals and re-solicit for additional
proposals. f. Any questions or disputes involving the documents or procedures not covered by these
Instructions or other Proposal Documents shall be resolved by the Procurement Officer on the basis of fairness, custom in the industry, maximization of competition and best interests and convenience of the County.
7. Issuance of Notice of Award, execution of Contract Documents and issuance of a Notice to Proceed shall be as specified in the Contract Documents and in accordance with the Pitkin
County Procurement Code. County standard practice is to first notice the top-ranked proposer and enter into a final contract agreement prior to notifying unsuccessful bidders. Non-awarded bidders will be notified of the County’s decision and shall be offered an optional debrief conversation of the bidding and evaluation process; debrief conversations may be offered prior to contract signing but, in most cases, will not be scheduled until a contract has been finalized. 8. Contracts will be executed on standard Pitkin County Contract documents and/or by separate
agreement with the Proposer. Copies of any applicable standard forms are included with the Proposal Documents. The County reserves the right to negotiate with the Proposer for contract terms not specified in the Proposing Documents. Any changes from the Pitkin
County standard form contract may result in a delay in the issuance of a Notice to Proceed in order to obtain any necessary County Attorney review of changes from the standard form. Proposer agrees that any such delays shall not be grounds for either additional compensation
or an extension of time to complete the work that is the subject of the Proposal. 9. If any contract awarded as a result of a Proposal extends beyond the calendar year, nothing
herein shall be construed as an obligation by the County beyond any amounts that may be, from time to time, appropriated by the County on an annual basis. It is understood that payment under any Contract is conditional upon annual or supplemental statutory
appropriation of funds by said governing body and that before providing services, the Proposer, if he/she so requests, will be advised as to the status of funds appropriated for
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services or materials and shall not be obligated to provide services or materials for which funds have not been appropriated.
Contract # 078.24 Revision: 2023.12.15 CDD
1
PITKIN COUNTY CONTRACT FOR PROVISION OF SERVICES
THIS CONTRACT, made Enter Contract Date by and between the Board of County
Commissioners of Pitkin County, Colorado, 530 E. Main St., Suite #302, Aspen, CO 81611,
(hereinafter called the “County”) and Contractor Legal Entity, Contractor Street Address (Include
Suite/Unit), City, ST ZIP (hereinafter called the “Contractor”) to perform the following work:
Project Name (“Project”).
I. Term of Contract: The term of this Contract is from Contract Start Date to Contract
End Date. Optional Contract Extension
II. Contractor’s Obligations. Contractor shall
III.Compensation and Expenses, Invoicing, Payment and Offset. The County shall
compensate Contractor for its services in accordance with the Project Budget and
Schedule set out in Paragraph II. It is expressly understood and agreed that in no event
will the total compensation and reimbursement to be paid hereunder exceed the sum of
spell out number of dollars dollars and spell out number of cents cents ($0.00) for all
services rendered. By contract or amendment, the County and Contractor may
reallocate the budget among project tasks if the total budget amount remains
unchanged. Contractor shall invoice for the project monthly based on hours worked,
with payment expected within thirty (30) days of invoice. Any payment by the County
may be offset by any amount the Contractor owes the County for any reason.
IV.County’s Exclusive Ownership of Work Product. Drawings, specifications,
guidelines and other documents prepared by Contractor in connection with this
Contract shall be the property of the County. However, Contractor shall have the right
to utilize such documents in the course of its marketing, professional presentations, and
for other business purposes. Contractor assigns to County the copyrights to all work
prepared, developed, or created pursuant to this Contract, including the right to: 1)
reproduce the work; 2) prepare derivative works; 3) distribute copies to the public; 4)
perform the works publicly; and 5) to display the work publicly. Contractor shall have
right to use materials produced in the course of this Contract for marketing purposes
and professional presentations, articles, speeches and other business purposes.
Attachment A: Sample Contract
Contract # 078.24 Revision: 2023.12.15 CDD
2
V. Pitkin County’s Obligations. Pitkin County shall administer this Contract through
a County Representative. Project Lead, Project Lead Title will manage the project as
the County’s Representative. In the event that Project Lead is not available, Alternate
Person with Title shall assume the County Representative’s duties. The services
provided and products delivered by the Contractor under this Contract will be subject
to review by the County’s Representatives, or a designee, for compliance with
Contractor’s obligations prior to final payment.
VI. Termination Prior to Expiration of Contract Term. The County has the right to
terminate this Contract, with or without cause, by giving written notice to the
Contractor of such termination and specifying the effective date thereof. Such notice
shall be given at least ten (10) days before the effective date of such termination. In
such event all finished or unfinished documents, data, studies and reports prepared by
the Contractor pursuant to this Contract shall become the County’s property. Contractor
shall be entitled to receive compensation in accordance with the Contract for any
satisfactory work completed pursuant to the terms of this Contract prior to the date of
termination. Notwithstanding the above, Contractor shall not be relieved of liability to
the County for damages sustained by the County by virtue of any breach of the Contract
by the Contractor.
VII. Independent Contractor Status.
A. The parties to this Contract intend that the relationship between them contemplated
by the Contract is that of independent contractor. Contractor, and any agent,
employee, or servant of Contractor shall not be deemed to be an employee, agent,
or servant of Pitkin County.
B. Contractor is not required to offer his services exclusively to Pitkin County under
this Contract. Contractor may choose to work for other individuals or entities
during the term of this Contract, provided that the basic services and deliverable
products required under this Contract are submitted in the manner and on the
schedule defined under this Contract.
C. Contractor warrants that all work produced will conform to all applicable industry
standard of care, skill and diligence in the performance of Contractor’s obligations
under this Contract.
D. Contractor shall not attempt to oversee or supervise the work or actions of any
Pitkin County employee, servant or agent in the course of completing work under
this Contract.
E. Contractor is not entitled to any Workers’ Compensation benefits through Pitkin
County and is responsible for payment of any federal, state, FICA and other income
taxes.
VIII. Assignability. This Contract is not assignable by either party. Any use of
subcontractors by the Contractor for performance of this Contract must be accepted in
writing by the County.
Contract # 078.24 Revision: 2023.12.15 CDD
3
IX. Severability. In the event that any provision of this Contract shall be held to be invalid
or unenforceable, the remaining provisions of this Contract shall remain valid and
binding upon the parties hereto.
X. Integration and Modification.
A. This Contract represents the entire and integrated Contract between the County and
the Contractor and supersedes all prior negotiations, representations, or contract,
either written or oral. This Contract may be amended only by written contract
signed by both the County and the Contractor.
B. The County may, from time to time, request changes in the scope of services of the
Contractor to be performed hereunder. Such changes, including the increase or
decrease in the amount of the Contractor’s compensation, which are mutually
agreed upon between the County and the Contractor, shall be in writing and upon
execution shall become part of this Contract.
XI. Indemnity.
A. The Contractor agrees to indemnify, hold harmless and, not excluding the County's
right to participate, defend the County, its subsidiary, parent, associated and/or
affiliated entities, successors, or assigns, its elected officials, trustees, employees,
agents, volunteers, and any jurisdiction or agency issuing permits for any work
included in the project, hereinafter referred to as indemnitee, from all suits and
claims, including attorney's fees and cost of litigation, actions, loss, damage,
expense, cost or claims of any character or any nature arising out of the work done
in fulfillment of the terms of this Contract or on account of any act, claim or amount
arising or recovered under workers' compensation law or arising out of the failure
of the Contractor to conform to any statutes, ordinances, regulation, law or court
decree. It is agreed that the Contractor will be responsible for primary loss
investigation, defense and judgment costs where this Contract of indemnity applies.
In consideration of the award of this Contract, the Contractor agrees to waive all
rights of subrogation against the County its subsidiary, parent, associated and/or
affiliated entities, successors, or assigns, its elected officials, trustees, employees,
agents, and volunteers for losses arising from the work performed by the Contractor
for the County.
B. The Contractor further shall investigate, process, respond to, adjust, provide
defense for and defend, pay or settle all claims, demands, or lawsuits related hereto
at its sole expense and shall bear all other costs and expenses related thereto, even
if the claim, demand or lawsuit is groundless, false or fraudulent.
XII. Insurance. Contractor and subcontractors shall procure and maintain until all of their
obligations have been discharged, including any warranty periods under this Contract
are satisfied, insurance against claims for injury to persons or damage to property which
may arise from or in connection with the performance of the work hereunder by the
Contract # 078.24 Revision: 2023.12.15 CDD
4
Contractor, its agents, representatives, employees or subcontractors.
The insurance requirements herein are minimum requirements for this Contract and in
no way limit the indemnity covenants contained in this Contract. The policies shall
include, or be endorsed to include, the following provision: On insurance policies
where the County is named as an additional insured, the County shall be an additional
insured to the full limits of liability purchased by the Contractor even if those limits of
liability are in excess of those required by this Contract.
The County in no way warrants that the minimum limits contained herein are sufficient
to protect the Contractor from liabilities that might arise out of the performance of the
work under this Contract by the Contractor, its agents, representatives, employees, or
subcontractors. The Contractor shall assess its own risks and if it deems appropriate
and/or prudent, maintain higher limits and/or broader coverages. The Contractor is not
relieved of any liability or other obligations assumed or pursuant to the Contract by
reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or
types. Commercial General Liability Completed Operations coverage must be kept in
effect for up to three (3) years after completion of the project.
A. Coverage and Limits of Insurance. Contractor shall provide coverage with limits
of liability requirements provided that the coverage is written on a “following form”
basis.
1) Statutory Workers’ Compensation: Colorado statutory minimums
a. Policy shall contain a waiver of subrogation against the County.
b. This requirement shall not apply when a contractor or subcontractor
is exempt under Colorado Workers’ Compensation Act AND when
such contractor or subcontractor executes the appropriate sole
proprietor waiver form.
Minimum Limits:
Coverage A (Workers’ Compensation) Statutory
Coverage B (Employers Liability) $ 500,000
$ 500,000
$ 500,000
2) Commercial General Liability – ISO 1CG 0001 form or equivalent.
(With County named as an additional insured)
Minimum Limits:
General Aggregate $ 2,000,000
Products/Completed Operations Aggregate $ 2,000,000
Each Occurrence Limit $ 1,000,000
Personal/Advertising Injury $ 1,000,000
Contract # 078.24 Revision: 2023.12.15 CDD
5
Fire Damage (Any One Fire) $ 50,000
Medical Payments (Any One Person) $ 5,000
Coverage to include:
• Premises and Operations
• Explosions, Collapse and Underground Hazards
• Personal / Advertising Injury
• Products / Completed Operations
• Liability assumed under an Insured Contract (including defense costs assumed under
contract)
• Independent Contractors
• Designated Construction Project(s) General Aggregate Limit, ISO CG 2503 (1997
Edition or equivalent)
• Additional Insured—Owners, Lessees or Contractors Endorsement, ISO Form 2010
(2004 Edition or equivalent)
• Additional Insured—Owners, Lessees or Contractors Endorsement, ISO CG 2037
(2004 Edition or equivalent)
• The policy shall be endorsed to include the following additional insured language
on the Additional Insured Endorsements specified above: “County, its subsidiary,
parent, associated and/or affiliated entities, successors, or assigns, its elected
officials, trustees, employees, agents, and volunteers named as an additional insured
with respect to liability and defense of suits arising out of the activities performed
by, or on behalf of the Contractor, including completed operations”.
3) Auto Liability: Bodily injury and property damage for any owned,
hired and non-owned vehicles used in the performance of this Contract.
Minimum Limits: Statutory
Coverage Bodily/Property Damage (Each Accident) $ 1,000,000
4) Special Coverages (check as appropriate and insert amount):
a. ☐ Performance Bond $
b. ☐ Professional Errors and Omissions
c. ☐ Aircraft Liability
d. ☐ Owner’s Protective
e. ☐ Builder’s Risk
f. ☐ Boiler and Machinery
g. ☐ Loss of Use Insurance
h. ☐ Pollution Liability
i. ☐ Crime, including Employee Dishonesty Coverage, or Fidelity
Bond
B. Proof of Insurance:
Contract # 078.24 Revision: 2023.12.15 CDD
6
1) Each insurance policy required by the insurance provisions of this
Contract shall provide the required coverage and shall not be suspended,
voided or canceled except after thirty (30) days prior written notice has been
given to the County, except when cancellation is for non-payment of
premium, then ten (10) days prior notice may be given. Such notice shall
be emailed directly to Procurement@pitkincounty.com. If the insurance
carrier will not provide the required notice, the Consultant/Contractor and
or its insurance broker shall notify the County of any cancellation, or
reduction in coverage or limits of any insurance within seven (7) days of
receipt of insurers’ notification to that effect. Simultaneously with the
Certificates of Insurance, the Contractor shall file with the Project Lead a
certified statement as to claims pending against the required coverages,
reserves established on account of such claims, defense costs expended and
amounts remaining on policy limits.
2) In addition, these Certificates of Insurance shall contain the following
clauses:
a. The contractor’s insurance shall be primary and non-contributory with
any insurance or self-insurance purchased by the County.
b. The insurance companies issuing the policy or policies hereunder shall
have no recourse against the County of Pitkin for payment of any
premiums or for assessments under any form of policy.
c. Any and all deductibles or self-insured retentions in the above-
described insurance policies shall be assumed by and be for the
amount of, and at the sole expense of the Contractor.
d. Location of operations shall be: “all operations and locations at which
work for the referenced Project is being done.”
3) Certificates of Insurance for all renewal policies shall be delivered to
the County’s Representative at least fifteen (15) days prior to a policy’s
expiration date except for any policy expiring on the expiration date of this
Contract or thereafter.
4) The County reserves the right to request and receive a copy of any
policy and any policy endorsement at any time during the term of this
Contract.
XIII. Exemptions and Preferences. All purchases of construction or building or any other
materials for this Contract shall not include Federal Excise Taxes or Colorado State or
local sales or use taxes. Pitkin County is exempt from such taxes under registration
numbers 98-02624 and 84-78000-5k.
XIV. Records. The Contractor shall maintain comprehensive, complete and accurate
books, records, and documents concerning its performance relating to this Contract for
a period of three (3) years after final payment under the Contract and the County shall
have the right within the three (3) year period to inspect and audit these books, records
Contract # 078.24 Revision: 2023.12.15 CDD
7
and documents, upon demand, in a reasonable manner and at reasonable times, for the
purpose of determining, by accepted accounting and auditing standards, compliance
with all provisions of the Contract and applicable law.
XV. Contract Made in Colorado. The parties agree that this Contract was made in
accordance with the laws of the State of Colorado and shall be so construed. Venue is
agreed to be exclusively in the courts of Pitkin County, Colorado.
XVI. Attorney’s Fees. In the event that legal action is necessary to enforce any of the
provisions of this Contract, the substantially prevailing party shall be entitled to its costs
and reasonable attorney’s fees.
XVII. Governmental Immunity. Contractor agrees and understands that Pitkin County is
relying on and does not waive, by any provision of this Contract, the monetary
limitations or terms (presently $150,000 per person and $600,000 per occurrence) or
any other rights, immunities, and protections provided by the Colorado Governmental
Immunity Act, 24-10-101, et seq., C.R.S., as from time to time amended, or otherwise
available to Pitkin County or any of its officers, agents or employees. Further, nothing
in this Contract shall be construed or interpreted to require or provide for indemnification
of the Contractor by the County for any injury to any person or any property damage
whatsoever which is caused by the negligence or other misconduct of the County or its
agent or employees.
XVIII. Current Year Obligations. The parties acknowledge and agree that any payments
provided for hereunder or requirements for future appropriations shall constitute only
currently budgeted expenditures of Pitkin County. Pitkin County’s obligations under
this Contract are subject to Pitkin County’s annual right to budget and appropriate the
sums necessary to provide the services set forth herein. No provisions of the Contract
shall constitute a mandatory charge or requirement in any ensuing fiscal year beyond
the then current fiscal year of Pitkin County. No provision of the Contract shall be
construed or interpreted as creating a multiple-fiscal year direct or indirect debt or other
financial obligation of Pitkin County within the meaning of any constitutional or
statutory debt limitation. This Contract shall not directly or indirectly obligate Pitkin
County to make any payments beyond those appropriated for Pitkin County’s then
current fiscal year. No provisions of this Contract shall be construed to pledge or create
a lien on any class or source of Pitkin County’s moneys, nor shall any provision of this
Contract restrict the future issuance of Pitkin County’s bonds or any obligations
payable from any class or source of Pitkin County’s money.
XIX. Notice. Any notice required or permitted under this Agreement shall be in writing
and shall be provided by electronic delivery to the e-mail addresses set forth below and
by one of the following methods 1) hand-delivery or 2) registered or certified mail,
postage pre-paid to the mailing addresses set forth below. Each party by notice sent
Contract # 078.24 Revision: 2023.12.15 CDD
8
under this paragraph may change the address to which future notices should be sent.
Electronic delivery of notices shall be considered delivered upon receipt of
confirmation of delivery on the part of the sender. Nothing contained herein shall be
construed to preclude personal service of any notice in the manner prescribed for
personal service of a summons or other legal process.
To Pitkin County: Project Lead Street Address City, ST ZIP Email: first.last@pitkincounty.com
with copies to: Pitkin County Attorney’s Office 530 E. Main St., Suite #301 Aspen, Colorado 81611 Email: Attorney@pitkincounty.com
To Contractor: Contractor Legal Entity Contractor Street Address (Include Suite/Unit) City, ST ZIP
Phone: ( ) - Email: first.last@emailserver.com
Contract # 078.24 Revision: 2023.12.15 CDD
9
IN WITNESS WHEREOF, the parties have executed this Contract as of the date first set out herein above. CONTRACTOR LEGAL ENTITY ________________________________________________ !#VENDOR SIGNATURE#! Date
PITKIN COUNTY, COLORADO RECOMMENDED FOR APPROVAL:
_________________________________________________ !#DEPARTMENT REPRESENTATIVE#! Date
COUNTY MANAGER APPROVAL: ________________________________________________ !#COUNTY MANAGER#! Date
Attachment B: Scoping and Deliverables Table
The table below summarizes the specifications for the deliverables that the consultant will deliver for this
project. It includes both “required” (X) and “optional” (O) deliverables. RFP respondents are encouraged
to submit proposals that include optional deliverables including estimated costs for each. Completion of
optional deliverables will be determined dependent on total costs of the required deliverables and keeping
the overall project within its budget. Project partners may bring additional budget to fund other optional
elements, however doing so is expected to occur after the project has started and upon a mutually agreed
to contract amendment between the selected consultant and project partner.
Pitkin County Unincorporated
Pitkin
Aspen Snowmass
Village
Basalt Regional
Data Management
Data acquisition
guidance and
conditioning.
X X X X X X
Provide quality
assurance for data.
X X X X X X
Entry of 2023 data and
documentation of
sources/methods into
ClearPath,
O X X O O O
Data for emissions per
capita total and by
source
(residential waste,
Airport [commercial
and general aviation],
residential buildings.
X X X X X O
Contribution analysis
comparing 2020 and
2023.
X X X X
Update regional GHG
dashboard in ArcGIS
Storymaps.
X X X X X X
Agriculture, forestry,
and other land use data
X
GHG Inventory &
Report Specifications
A comprehensive
inventory report
including executive
summary sector trends
and select data
visualizations.
X X X X X X
Narrative, data driven
descriptions of GHG
changes in
each measured sector
for each inventory.
X X X X X X
Summary Report X X
Standalone Reports X X X X
Be able to be rolled up
together to provide a
comprehensive GHG
inventory of the
County and the
Region.
X X X X
Be based around
common, shared
sources of GHGs
when appropriate, such
as those from the
landfill, airport,
regional VMT and
others, and
proportionally ascribed
to each jurisdiction
using the appropriate
metrics.
X X X X X X
Comparison of GHG
trends to population
and economic activity
over the same
timeframe.
X X X X X X
Emissions per capita
total and by source
(residential waste,
Airport [commercial
and private],
residential buildings
X X X X X X
Community Indicators
(energy burden,
population, GDP,
Heating degree days,
cooling degree days, #
of households, # of
housing units, # of
jobs, C&I building
floor space (square
feet))
X X X X X X
Updated ‘contribution
analysis’ comparing
the years 2019/2020
and 2023.
X X X X
Include municipal
operations. (Break out
as individual line item
in proposal)
O X
Business as usual
forecast comparing
BAU to adopted
targets.
X X X X O O
Updated ‘business as
usual’ forecast
showing years 2004
through 2050.
X X X X
Back casting previous
GHG inventories as
required.
X X X X
High level analysis of
systems scale and
collective
action opportunities to
drive deep
GHG reduction and
targets for
specific sources given
that our electric grid is
becoming greener
and identify plausible
goals to support setting
of targets and
implementation.
X X X X X X
Rev. 2022.6.21 CDD
RFP # 078.24
ADDENDUM # 1
Date: February 23, 2024
TO: All Parties of Interest for the Pitkin County 2023 Regional Greenhouse Gas Emissions.
This addendum is issued in response to inquiries received and/or to clarify details regarding
the Pitkin County 2023 Regional Greenhouse Gas Emissions Request for Proposals.
The following responses and/or clarifications are hereby adopted as Project Documents and, where applicable, supersede or are in addition to any previously issued documentation or communication.
1.Question: Do you want scopes 1, 2 and 3?
•Response: Yes. The inventory should be consistent with our previousinventories which include the following general scope categories:
Scope 1: Stationary energy, transportation, wasteScope 2: Building electricity consumption, on-road transportation electricitycombustionScope 3: MSW generated in a community and disposed of outside the
community, composted waste generated in a community and disposed of
outside of the community, municipal wastewater, trans-boundary aviationfuel consumption
See the provided Pitkin County Regional 2019-2020 Summary Report for
more information.
2.Question: Can you please disclose previous inventory, so we can determine theGHG scope boundaries?
•Response: See the attached Pitkin County Regional 2019-2020 Summary
Report
3.Question: Please can you share an estimated maximum budget for completing therequired tasks?
•Response: This project is one part of our broader climate action planningprocess in 2024 that is funded by a state grant totaling $130,000. Completion
Rev. 2022.6.21 CDD
of this project should allow sufficient funds to cover the remainder of our
work. 4. Question: Is the County open to extending the completion date? This would allow for accurate data collection and analysis due to the number of regions included in the
SOW.
• Response: September 13th is the desired completion date. Respondents to the RFP should propose a timeline with deliverables and milestones that may extend beyond September 13th if they determine the deadline isn’t feasible.
5. Question: How does each project partner plan to submit GHG data to the consultant? Will the data be aggregated and summated into annual or monthly totals?
• Response: The respondent is expected to organize data collection from data
sources. The project partners will supply contact information.
6. Question: Does each project partner currently report to ICLEI U.S. Community Protocol on 1) electricity, 2) fuel, 3) on road passenger & freight motor vehicle travel, 4) energy in water & wastewater treatment, and 5) generation of solid waste?
• Response: No.
7. Question: Does each project partner only wish to report to these 5 basic GHG reporting activities, or do any partners plan to include other additional GHG sources and activities, if so, what activities and for whom?
• Response: The inventories should cover scope items listed in the response to Question 1. If the respondent recommends additional scope based on current best practices, it is open for consideration.
Thank you for reviewing this Request for Proposals and for your willingness to pursue
business opportunities with Pitkin County. Should you require any additional clarification regarding the Project or this Addendum, please contact Procurement@PitkinCounty.com .
Photo by Rick Crandall
Proposal for
Pitkin County 2023 Greenhouse Gas Analysis
RFP 078.24
March 8, 2024
A. Proposal Contact
Lotus Engineering and Sustainability, LLC
Hillary Dobos, President and Owner
1627 Vine Street, Denver CO, 80206
(303) 550-6498
hillary@lotusustainability.com
Attachment B
Contents
Cover Letter ...........................................................................................................................................................1
B. Proposed Approach ...........................................................................................................................................2
Task 1. Project Management ..............................................................................................................................2
Task 2. Regional GHG Inventory ......................................................................................................................2
Task 3. Municipal Inventory ..............................................................................................................................5
Task 4. GHG Emissions Reports .......................................................................................................................6
Task 5. External Project Coordination ...............................................................................................................7
Timetable for the Project ...................................................................................................................................7
Method of Compensation ...................................................................................................................................8
C. Statement of Qualifications ..............................................................................................................................8
Prime Company Profile - Lotus .........................................................................................................................8
Subconsultants .................................................................................................................................................10
D. References ........................................................................................................................................................10
Larimer County ................................................................................................................................................10
Denver Regional Council of Governments (DRCOG) ....................................................................................11
Summit County ................................................................................................................................................11
Boulder County ................................................................................................................................................12
Alterra Mountain Company .............................................................................................................................12
Eagle County ....................................................................................................................................................13
E. Proposal Form .................................................................................................................................................14
F. Subcontractor ..................................................................................................................................................15
G. Fee Schedule ....................................................................................................................................................17
Attachment A: Resumes ......................................................................................................................................18
Page | 1
Cover Letter
Dear Michael Port, Greg LeBlanc, Sara Nadolny, Tim Karfs, and Hannah-Hunt Moeller,
Lotus Engineering and Sustainability, LLC (Lotus), in partnership with Clean Energy Economy for the Region
(CLEER), is pleased to submit the following proposal to conduct a 2023 greenhouse gas (GHG) emissions
analysis for Pitkin County and its municipalities.
Lotus is a certified women-owned, data-driven, client-centered sustainability consulting firm located in Denver
and Avon, Colorado. Since 2012, Lotus has developed innovative climate solutions for public and private sector
clients. We help our clients develop sustainability plans that not only direct the community towards a more
sustainable and vibrant future but also engage community leaders, staff, and the public.
CLEER works to accelerate the transition to a clean energy economy, increase energy independence, and reduce
contributions to climate change through the development and implementation of climate and energy action
plans, with an emphasis on using approaches that are tailored to the needs and conditions of local communities.
A high-level overview of our qualifications include:
● We have developed and updated community-wide and local government operation GHG inventories for
dozens of communities across the United States and Canada, including Pitkin County. Many of these
inventories have served rural and mountain communities in Colorado such as Summit County, Chaffee
County, Route County, the Town of Mountain Village, and Alterra Mountain Company resorts.
● We have helped many of those same municipalities enter their inventory data into ICLEI’s ClearPath
and report their data to CDP.
● We understand the primary and secondary barriers and challenges to collecting accurate GHG
accounting data, creating a meaningful GHG emissions inventory, and forecasting GHG emissions. We
are experts at creating dynamic, realistic, and hyper-local GHG forecasts and cost estimates.
● We know that for this information to be effective, it must be understood by the public. We have
communicated emissions results through public-facing websites, interactive data dashboards, digestible
infographics, and designed reports.
Perhaps most importantly, our passion for the work will be clear in all interactions and deliverables. We will
ensure partnerships, ideas, and community best practices are brought together so the analysis is relevant,
actionable, data-centric, and connected to existing efforts in the community.
Best regards,
Hillary Dobos, President
Lotus Engineering and Sustainability
1627 Vine St., Denver, CO 80206
hillary@lotussustainability.com
(303) 550-6498
Page | 2
B. Proposed Approach
Task 1. Project Management
We propose an approach that will seamlessly support Pitkin County staff and all other stakeholders to complete
a greenhouse gas analysis that is actionable, specific to the Region, and integrates other data collection and
planning efforts. At the project’s onset, we will establish an agreement on the project goals, expectations,
process, scope, timeline, and measures of success and develop a project Work Plan to guide the remaining
process. Throughout the project, we propose using Google Drive to share files and ensure there is consistent and
clear communication on project updates and tasks.
Deliverables for Task 1:
● Project kickoff meeting.
● Final Work Plan.
● Shared folders on Google Drive.
● Regular check-ins.
● Monthly invoice reports.
Task 2. Regional GHG Inventories
Lotus has previously provided a GHG inventory for the region, county, and municipalities and proposes to build
upon that previous work by updating the inventory workbook we created in partnership with the County.
Task 2.1 Data Collection
For this task, we assume that emissions from the Aspen/Pitkin County Airport and VMT will be obtained from
external partner analysis projects delivered to this consultant team before summer 2024.
Specific subtasks include:
● Data acquisition guidance and conditioning.
● Provide quality assurance for data.
● Apply previously developed annual net removals of CO2 from forests and trees outside of forests for the
City of Aspen.
● Review, cull, analyze, and leverage available data to save time and money.
● Coordinate data collection from multiple county departments and all other required sources, identify
types of necessary data, collection procedures, and approach to addressing data gaps.
● Conduct a QA/QC review on collected data to ensure that it aligns with best practices and industry
knowledge.
Page | 3
Optional Task 2.1a Airport and/or VMT Data Collection
In the case that the external partner is not able to share aviation emissions or VMT data with the
consultant team in time for the deadline, we will collect the data on aircraft operations and fuel
dispensed from the airport and/or rely on the county to procure VMT data consistent with previous
inventories. In the event that VMT data from previous partners is unavailable, Lotus will apply state or
similar VMT data for this analysis.
Task 2.2 Regional Inventory Analysis
Specific subtasks include:
● Create a transparent GHG emission inventory tool for Pitkin County that is GPC-compliant at the level
desired by the County. Key aspects of this tool include: a summary of data sources; emission factors;
emission calculations; emission summary; and a “ClearPath ready” input tab for later entry into
ClearPath.
● Review BASIC and BASIC+ data requirements.
● Review all applicable emission sources and outline sources (e.g., direct or indirect) that may be
considered de minimis by scope and sector. Review this list with the County Project Manager.
● Calculate key metrics for future comparison including, but not limited to, emissions by sector, emissions
by source, emissions per capita, energy use intensity by building sector, residential electricity, and
natural gas use per capita.
● Calculate per capita emissions totals and by source.
● Compare inventory results from 2020 to the updated 2023 inventories.
● Review all findings with the County.
Note, the budget for this task presumes that the inventory will analyze emissions at the County level (i.e.,
detailing emissions created by activities in all of Pitkin County, including incorporated areas) and disaggregates
emissions by jurisdiction and unincorporated areas within the County.
We look forward to working with representatives from the jurisdictions that will support this work. If there are
additional representatives that will be added, we will anticipate they are added before the project kick-off
meeting. We greatly appreciate the County’s attendance at a task kickoff meeting, providing known data
contacts for collecting community data, reviewing the draft inventory, attendance at a review meeting, and
approving the final emissions inventory.
Task 2.3 Business as Usual (BAU) Forecasting Models
Lotus will update five business-as-usual (BAU) models, forecasting GHG emissions assuming no further action
to reduce emissions is taken. Lotus previously provided BAUs for Pitkin County, Aspen, Snowmass Village,
Unincorporated Pitkin County (UPC), and Basalt and will be able to efficiently update these BAU projections.
This forecast will incorporate emissions changes expected from existing policies and known emission drivers.
Page | 4
This includes population change, economic growth, new construction, utility commitments, state and federal
policies, and relevant incentives, programs, and initiatives that are likely to impact emissions. Lotus will model
BAU emissions from 2004 until 2050.
As an optional task, Lotus can create a BAU for the Region.
Specific subtasks include:
● With each municipality, identify all policy and non-policy drivers that will impact emissions in a BAU
scenario.
● Collect necessary data to incorporate all drivers into the forecast.
● Model BAU emissions until 2050 considering all drivers.
● Develop data visuals that clearly communicate expected emission changes in the BAU.
Task 2.4 Data Entry into ClearPath
Lotus will enter the 2023 GHG Inventory results and documentation of sources/methods into ICLEI’s ClearPath
software for Pitkin County and Aspen. Lotus assumes that the County and City already have current ICLEI
memberships and ClearPath accounts.
As an optional task, Lotus can include data entry into ClearPath for the rest of the communities for an additional
fee.
Task 2.5 GHG Dashboard Update
Lotus has developed and updated engaging websites and innovative data tools communicating GHG inventory
results for several mountain communities. We understand that impactful implementation hinges on ensuring the
community is involved at all stages and that information about emissions is publicly available, transparent, and
understandable. Lotus will update the GHG dashboard previously provided to the County and incorporate each
entity’s results from the 2023 inventory into ArcGIS Online for final publication.
Page | 5
Figure 1. Dashboard previously provided by Lotus for the Region.
Specific activities include:
● Update the web tool and conduct rounds of user testing to ensure clarity of information and ease of use.
● Collaborate with the County’s project staff to ensure seamless integration of the updated Dashboard with
each municipality’s existing web infrastructure.
Task 2 Deliverables:
● GPC-compliant regional community GHG inventory and municipality breakouts.
● All accompanying data sources, including emails, original reports, and spreadsheets.
● OPTIONAL airport and/or VMT data collection.
● Five updated business-as-usual models.
● One OPTIONAL business-as-usual model for the Region.
● ClearPath data entry for two communities.
● OPTIONAL ClearPath data entry for an additional four communities.
● Updated Dashboard.
Task 3. Municipal Inventory
Task 3.1 Aspen Municipal Inventory
As recommended by ICLEI, Lotus uses the Local Government Operations protocol for municipal inventories.
This task includes the creation of a GHG inventory for the City of Aspen’s government operations and
Page | 6
accompanying documentation. The specific subtasks and contractor/County responsibilities for the
organizational inventory are the same as are listed above for the regional inventories in Task 2.3.
Optional Task 3.2 County Municipal Inventory
Lotus would provide the same deliverables provided for Aspen at the County level for County operations.
Task 3 Deliverables:
● Current municipal operations GHG inventory for the City of Aspen.
● All accompanying data sources, including emails and original reports and spreadsheets.
● OPTIONAL County municipal inventory.
Task 4. GHG Emissions Reports
Task 4.1 Comprehensive Report
CLEER will develop a comprehensive inventory report including an executive summary, sector trends, and data
visualizations. The narrative will include descriptions of GHG changes in each measured sector for each
inventory with comparison of GHG trends to population and economic activity over the same timeframe.
The collaborative nature of the client partnership (Aspen, Pitkin Co, Snowmass Village, Basalt, UPC) provides
a unique opportunity to analyze “collective action opportunities” in a regional context using quantitative
inventory data. The report will share a high-level analysis of systems scale and collective action opportunities to
drive deep GHG reduction and targets for specific sources. It will consider the changing electric grid and
identify high-level strategies to support implementation. Our project team will leverage our deep understanding
of the dynamics that influence the regional economy and associated GHG emissions.
Our final reports will adhere to the highest quality standards and deliver on the following principles and
processes:
● Digestible information delivered succinctly that prioritizes use of graphics, bullet points and efficient
language.
● A graphic-heavy presentation, including:
○ Maps (Such things as organizational boundaries, utility territories, risk areas, point source
emitters, energy use tables, facility inventories, energy usage density radius)
○ Charts, Graphs, Tables, and local photographs
● An efficient and inclusive review process that incorporates client goals, feedback, and expectations for
reaching the intended audiences (packet-ready materials for boards and commissions, web content, etc.)
● Explanations of relevant metrics, data and project criteria that are understandable to the public yet
provide a data-driven narrative that will assist the client team and stakeholders in determining a path
forward on climate action.
Page | 7
● Each jurisdiction’s standalone report (Task 4.2) will be part of the Comprehensive Report which
includes a cover, table of contents, summary letter, multi-jurisdictional tables, charts, and graphics.
Task 4.2 Summary and Standalone Reports
The summary report for the Pitkin County region’s GHG emissions will be 2-3 pages for easy distribution to
commissions, councils, and stakeholders which will include totals, totals by sector, notable sources and
activities for each jurisdiction.
The standalone reports for Aspen, Basalt, Snowmass Village, and UPC will include all GHG inventory results,
along with descriptions of methodologies and accounting protocols used, references, complete inventory
worksheets, acknowledgements of important partnerships all in “ready-to-distribute” formats.
● Each jurisdiction’s standalone report will be included in the Comprehensive Report (Task 4.1) which
includes a cover, table of contents, summary letter, multi-jurisdictional tables, charts, and graphics.
● While this contract is not for a full Climate Action Plan, our team is able to provide sample strategies
and recommendations that are best suited to the local context and tailored to the largest emitting sources.
These will be included in each standalone report, as well as compiled in a table for measures that make
sense to share regionally across partners.
● CLEER can provide case studies and example cost analysis from other regional GHG reduction projects.
We believe this is a critical component of suggesting locally relevant strategies and prioritizing solutions
“in context.”
Task 4 Deliverables:
● Comprehensive inventory report from all jurisdictions.
● Two summary reports (Pitkin County and the Region)
● Four standalone reports (UPC, Aspen, Snowmass Village, Basalt)
Task 5. External Project Coordination
This consultant will coordinate with the external projects on an as-needed and mutually agreed upon basis,
facilitated by Pitkin County staff. This includes the Aspen/Pitkin County Airport GHG inventory that will report
aviation emissions data and the GHG impact analysis of the built environment for UPC.
Task 5 Deliverables:
● Meetings, emails, and data exchange with external project partners.
Timetable for the Project
We pride ourselves on our project management skills. We will stay in consistent communication with the
County to ensure that all deliverables and milestones are understood and met on time.
Page | 8
We estimate that this project will take six months and run from April through September 2024. We recognize
the desired completion date of September 13, 2024, and will use our previous knowledge of this project to meet
this deadline.
Method of Compensation
We bill our clients monthly and will send an invoice for payment to the specified party. Payments are accepted
by check or online banking.
C. Statement of Qualifications
Prime Company Profile - Lotus
Lotus Engineering and Sustainability, LLC is a women-owned sustainability consulting
firm based out of Denver, Colorado. Throughout the last eleven years, our team of fifteen
employees has supported clients with their sustainability initiatives through the
development of greenhouse gas (GHG) inventories and modeling; climate action and
resiliency planning; stakeholder engagement; policy and program development and
administration; training and outreach; and energy efficiency and renewable energy strategy
creation.
Our project team brings significant experience in sustainability and climate action planning and goal setting,
emissions strategy modeling, policy analysis, community outreach and engagement, stakeholder facilitation,
and technical analysis of emission reduction strategies. We excel at helping clients look at their environmental
and social initiatives through various lenses including planning, engineering, public relations, financial,
political, and environmental. We understand the primary (and secondary) barriers and challenges to wide-scale
adoption of sustainability policies and are able to navigate these barriers through thoughtful and effective
communication, data-driven decision making, and informed research. Our specific qualifications include:
DATA COLLECTION, ANALYSIS, AND COMMUNICATION
● We have worked with more than 50 organizations to complete their first GHG inventories and helped
them establish the most applicable boundaries and utilize the correct protocols.
● We are diligent about collecting accurate data. We are well versed in data capture and tracking
limitations. Through our expertise, we can come up with creative, transparent approaches to collect
Page | 9
accurate data. This will ensure that future updates will be able to reference our work. In addition, when
collecting data, we are highly organized and will have all questions for the entity prepared before
outreach to ensure minimal repeated data requests.
● Sustainability communication is critical to success. We know that for this information to be effective, it
must be understood by the public. We have data visualization experts who can create meaningful
graphics and web-based dashboards using Tableau, ArcGIS, RStudio, and Adobe Illustrator.
● We have created digestible and understandable public-facing dashboards, StoryMaps, and infographics.
We have implemented these creative data communication approaches for the City of Lafayette, the City
of Longmont, Pitkin County, CORE, and the Colorado Energy Office.
SPECIFIC EXPERTISE WITH RURAL, MOUNTAIN COLORADO COMMUNITIES
We have deep experience working with rural Colorado communities including Summit County, City of Aspen,
Town of Mountain Village, City of Steamboat Springs, Chaffee County, Pitkin County, Gunnison County,
Routt County, and Eagle County. Lotus has also worked with the YMCA of the Rockies to create the campus’
first sustainability action plan. We understand the challenges that rural, mountain communities face aiming to
balance environmental sustainability with growth and stability. We believe that this expertise provides us with a
perspective that is essential for climate action in rural economies.
PROJECT STAFF BIOS
Resumes for each team member can be found at the end of this proposal in Attachment A.
Tom Herrod, Managing Director of the Greenhouse Gas Accounting, Modeling, and Visualization Team
at Lotus, will be the project manager. Tom brings 20+ years of experience in federal, tribal, state, and local
government environmental programs. Most notably, Tom has worked directly with Aspen, Pitkin County, and
multiple Colorado communities in the development of GHG inventories, modeling, and planning. Having
worked in the public and non-profit sector for most of his career, Tom understands the needs of local
governments in their pursuit of climate and sustainability action. Tom has also worked with multiple local
governments across the US and internationally in his role as a Senior Program Officer with ICLEI, USA -
providing both direct support to local government staff and elected officials, as well as helping them navigate
global convenings related to climate and biodiversity. Tom holds a Master’s Degree in Environmental Policy
and Management, as well as completing Doctoral Research in the field of Aquatic Resources.
Rachel Meier, Senior Associate and Team Lead for Public Sector Inventories at Lotus, will support data
collection, QA/QC, and GHG inventory development. Rachel is a GIS and data visualization expert and
supports and leads tasks related to all of Lotus’ public sector GHG inventories, GIS, and data visualization
services. Additionally, she has helped provide critical research and writing in support of climate action plans,
sustainability and resilience strategies, and policy and program development projects. During her time with
Lotus, Rachel has managed several greenhouse gas emissions inventories, including inventories for Summit
County, the City and County of Denver, the City of Boulder, the City of Commerce City, and the Town of Erie.
Page | 10
She has supported the completion of many GHG emissions inventories and forecasts, notably Boulder County
and the City of Longmont, and led the first-ever GHG inventories for the Cities of Commerce City, Grand
Junction, and Colorado Springs, as well as Larimer County, amongst others. Before joining Lotus, Rachel
supported sustainability and conservation efforts in the non-profit sector. Rachel earned a Masters of the
Environment (MENV) in Sustainability Planning & Management from the University of Colorado-Boulder and
a B.A. in Environmental Studies and Geography from Gustavus Adolphus College (MN).
Nick Russell, Senior Associate at Lotus will support the GHG inventory, forecasting, and public
dashboard updates. Nick has extensive experience with GIS and data analysis and supports Lotus’ strategy
modeling, impact evaluation, and web-based data visualization services. During his time with Lotus, Nick has
managed several GHG strategy modeling projects including for the City of Aspen and the Boulder County
Community Planning & Permitting Department. He has developed innovative tools to help clients understand
the potential environmental, social, and economic impacts of projects for clients such as the Colorado
Department of Local Affairs and the Colorado Clean Energy Fund. Prior to joining Lotus, Nick worked both in
the non-profit sector, conducting data analysis for electric vehicle programs, and in the public sector,
quantifying air pollution impacts on federal lands. He has a BS in Anthropology and Geography from California
Polytechnic State University-San Luis Obispo and a MA in Applied Geography and Geospatial Science from
University of Colorado-Denver.
Shelby de Jongh is the Sustainability Strategy Modeling Associate at Lotus and will support GHG
inventory, forecasting, and visualization updates. Shelby has over four years of experience in geospatial
analysis in GIS, data analysis and visualization, and engineering modeling. Prior to joining Lotus, Shelby
worked in the non-profit sector, completing techno-economic studies for medium- and heavy-duty electric
vehicle adoption, and in the private sector, conducting hydrologic and hydraulic studies to communicate flood
risk to emergency management officials. Shelby's previous experience has equipped her with the ability to
effectively communicate technical and complex data in a way that is easily digestible for a wide audience to
comprehend. She has a B.S. in Environmental Engineering from North Carolina State University and a Master's
in Sustainable Energy and Environmental Management from Georgia Institute of Technology.
Natalie Cross, Research Associate at Lotus, will provide research and data analysis support. Natalie has
over three years of experience with greenhouse gas accounting, data analysis and visualization, and geospatial
analysis. She is also skilled at synthesizing research and technical data into concise and easily-understandable
reports. Her notable GHG inventory work with Lotus includes the DRCOG Climate Pollution Reduction Grant
region (CO), Bozeman (MT), Grand Junction (CO), Boulder (CO), and Mission (KS). Before joining Lotus,
Natalie led her college’s greenhouse gas emissions inventory process, streamlining data collection and
modernizing the data visualizations. Natalie also brings data and spatial analysis experience from her research-
based background in biometeorology. She completed her B.A. in Environmental Science at Colorado College.
Page | 11
Subconsultants
Lotus has partnered with CLEER who can bring local context to the reports for this project. More about CLEER
can be found in Section F. Subcontractor of this proposal.
D. References
Larimer County
Contact Name: Heidi Pruess, Climate Smart and Sustainability Program Manager
Address: 200 West Oak, Suite 2200, Fort Collins, CO 80522
Phone: (970) 498-7138
Email: pruesshb@co.larimer.co.us
Lotus is supporting the development of the Larimer County Climate Smart and Future Ready implementation
plan. This detailed roadmap defines how the County and its partners across the region will work towards
climate mitigation and resiliency over the coming years. The implementation planning process includes
collaborating with entities across Larimer County through topical working groups, completing a series of GHG
inventories to ensure that decisions are backed by data, and conducting public outreach through a website,
videos, and other channels. The final roadmap will be completed March 2024 and will serve as a jumping off
point to make significant progress to reduce GHG emissions, improve resiliency, and enhance the quality of life
across Larimer County.
Denver Regional Council of Governments (DRCOG)
Contact Name: Robert Spotts, Mobility Analytics Program Manager, Transportation Planning & Operations
Phone: (303) 480-5626
Email: rspotts@drcog.org
DRCOG was awarded a $1 million Climate Pollution Reduction Grant from the Environmental Protection
Agency and hired Lotus as the sole contractor to fulfill the requirements of the grant including a Priority
Climate Action Plan and Comprehensive Climate Action Plan. To date Lotus has led and facilitated multiple
community and stakeholder engagements, as well as completed 11 separate county-level GHG inventories for
the region (11/28/23). Future work includes modeling GHG emissions reductions and analyzing costs and
benefits of the selected strategies. Lotus is also supporting the reporting requirements and final plan
development.
Summit County
Contact Name: Jess Hoover, Climate Action Director, High Country Conservation Center
Address: 737 10 Mile Dr #206, Frisco, CO 80443
Page | 12
Phone: (970) 668-5709 x 104
Email: jess@highcountryconservation.org
The jurisdictions, municipalities, ski areas, and institutions in Summit County, convened by High Country
Conservation Center (HC3), contracted with Lotus to create a climate action plan for the community. Lotus
guided and supported the entire Climate Action Plan development process, including conducting Summit
County’s first GHG emissions inventory; facilitating and leading a series of stakeholder and community
engagement workshops to identify and prioritize community values, goals, and strategies; modeling the impacts
of stakeholder-selected strategies to determine emissions reductions, energy use, and other benefits; forecasting
a business-as-usual case scenario; and providing the community with a final Climate Action Plan that defines
aspirational targets for climate mitigation and resiliency and establishes a path towards achieving these goals.
Since completing the County’s Climate Action Plan, the jurisdictions in Summit County embarked on
implementation work. Lotus worked with the HC3 to update the County’s GHG inventory with 2021 data and
develop a climate equity plan that specifically details projects and programs to enhance equity in the community
through the implementation of climate action work. Lotus facilitated an equity steering committee that included
representatives from local community-based organizations, local governments, and agencies serving
disproportionately impacted communities in Summit County. The Steering Committee advised on the
development of a tri-lingual public survey, listening sessions, and informational interviews to guide the
development of climate equity strategies that will supplement the existing climate action work. During the
implementation of this work, HC3 will continue to work with Steering Committee members through the strong
relationships that were built in this process to ensure that climate equity strategies meet their intended goals in
supporting benefits for all Summit County residents.
Lotus has just begun the process of updating Summit County’s GHG inventory for 2023.
“Lotus’ expertise was instrumental in developing our community’s climate action goals and understanding
what it will take to meet them. Their depth of knowledge and nimble facilitation skills were a tremendous asset
to our planning process.” — Jess Hoover, Climate Action Director at High Country Conservation Center
Boulder County
Client Contact & Title: Lea Yancey, Senior Sustainability Strategist
Telephone: 720-564-2723
Email: lyancey@bouldercounty.org
Lotus first worked with Boulder County in 2016 to create a county-wide community greenhouse gas emissions
inventory, delineated by the community. The County asked Lotus to update the inventory for the year 2021.
Also included in the scope of the 2021 inventory project was an update of the County’s climate chapter of its
Sustainability Plan, the creation of an emissions dashboard for Boulder County, and the development of a
Storymap to detail the results of the 2021 GHG inventory. This tool serves as a platform to communicate what
Page | 13
individual communities are working on in regard to climate action as well as proposes new strategies that could
be implemented to help the County and its communities reach their climate action goals.
Alterra Mountain Company
Client Contact & Title: Darcie Renn (She/Her), Vice President, Sustainability
Telephone: (303) 749-8382
Email: drenn@alterramtnco.com
Lotus developed greenhouse gas inventories for the 16 resorts owned by Alterra, Canadian Mountain Holidays,
Alpine Aerotech, and Alterra’s Denver headquarters. Included in this was a detailed analysis of the emissions
impact of visitor travel to the resorts. Lotus partnered with McKinstry to develop specific climate action
strategies and an interactive Storymap detailing the results and recommendations. The climate action strategies
can be found in Alterra’s Forward Stance (pp 72-105) strategic plan. Lotus updated the induced travel analysis
for the fiscal year 2022.
“Alterra Mountain Company is one company of many unique brands, and Lotus embraced the challenge of
working effectively within our organizational structure. For each destination in the Alterra portfolio, the Lotus
Team developed custom greenhouse gas inventories and inventory management plans using diverse data inputs.
They synthesized complex data sets into manageable workflows that could be easily explained and replicated
year over year. Guided by the incredible body of work from Lotus, we have been able to prioritize data-based
actions that maintain the unique character of each destination and community, advance climate action policy,
and aggressively reduce emissions. We are incredibly grateful to work with the Lotus Team and highly
recommend them to other clients, especially those with complex operations.”— Alterra Mountain Company
Sustainability Team
Eagle County
Client Contact & Title: John Gitchell, Environmental Manager
Address: 500 Broadway, PO Box 850, Eagle, CO 81631
Telephone: (970) 328-8766
Email: john.gitchell@eaglecounty.us
CLEER developed greenhouse gas inventories for Eagle County starting in 2014. The County has asked
CLEER to update the inventories for the following years; 2017, 2019-2022. In addition to community-wide
emissions data, building emissions are analyzed for each major municipality located within the County. CLEER
performed an additional greenhouse gas emissions report for Eagle County Government operations for the 2022
fiscal year. The reports have been developed to show the data simply so that government leaders can use the
data for policy decisions. The latest Energy Inventory can be viewed through the Eagle County Government’s
Climate Action page. CLEER is currently working on the updated community and operations reports for the
latest fiscal year.
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E. Proposal Form
RFP 078.24 Rev. 2021.10.11 CDD Budget Line Item #: 10014140.531500
12
Proposal Time: Proposal Date:
PROPOSAL FORM
2:00 PM MT March 1, 2024 March 8, 2024
From:
Phone E-mail Address:
To: THE PITKIN COUNTY BOARD OF COMMISSIONERS
c/o Procurement 530 E Main Street, Suite #304 Aspen, CO 81611
For: RFP 078.24: Pitkin County 2023 Regional Greenhouse Gas Emissions
Analysis
Pursuant to a request by the Pitkin County Commissioners, the undersigned Proposer having examined this Request for Proposals (RFP), including familiarization of the site and/or the conditions of the proposed Service environment, including the availability of
materials and labor hereby proposes to furnish all labor, materials, supplies, applicable permits, services, and supervision required to provide a completed product as detailed in this RFP and adjoining documentation for the sum of:
$___________________________________________
Fee Schedule(s) for this project and any applicable work that may not have been included in the Scope of Work but may be necessary for successful completion must be included in
the proposal documents.
Approach, Qualifications, and References may be submitted on your own proposal form; please indicate “In attached documents” for any items omitted herein. A completed proposal form including, at minimum, acknowledgement of all addenda and
signature/corporate seal is required for proposals to be considered responsive.
Lotus Engineering & Sustainability, LLC
(303) 550-6498
hello@lotussustainability.com
Hillary Dobos, President
102,600 NOT including optional tasks (see section G. of the proposal for details)
RFP 078.24 Rev. 2021.10.11 CDD Budget Line Item #: 10014140.531500
13
Statement and Detailed Approach to Service:
Qualifications of Proposer:
Please insert names address, phone numbers and description of similar Service for
Reference Checks.
1.
2.
3.
It is further understood that the right is reserved by the County to reject any and all
proposals and it is agreed that the proposals may not be withdrawn for a period of ten (10) days from specified time for receiving proposals.
The Proposer acknowledges receipt of Addenda Nos. .
The right is reserved to waive any informalities and to reject any Proposal.
(Type/Print name under all signatures)
Dated this day of , 2024
(Corporate seal) PROPOSER:
SIGNATURES: If the proposal is being submitted by a Corporation, the Proposal Form should be signed by an officer, i.e. President or vice-president. The signature of the
officer signing shall be attested to by the secretary and properly sealed. If the proposal is
being submitted by an individual or a partnership, the proposal shall so indicate and be properly signed.
1
8 March
Heidi Pruess, Climate Smart and Sustainability Program Manager, Larimer County
200 West Oak, Suite 2200, Fort Collins, CO 80522
(970) 498-7138; pruesshb@co.larimer.co.us
Jess Hoover, Climate Action Director, High Country Conservation Center, Summit County
737 10 Mile Dr #206, Frisco, CO 80443
(970) 668-5709 x 104; jess@highcountryconservation.org
Robert Spotts, Mobility Analytics Program Manager, Transportation Planning & Operations, DRCOG
1001 17th St #700, Denver, CO 80202
(303) 480-5626; rspotts@drcog.org
Project descriptions can be found within the proposal.
In attached documents.
Hillary Dobos, President
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F. Subcontractor
Clean Energy Economy for the Region (CLEER) has extensive experience in
developing and implementing climate and energy action plans, with an emphasis
on using approaches that are tailored to the needs and conditions of local
communities and create measurable energy savings and economic benefits for
households, businesses, and local governments. While many planning efforts
frequently lead to very extensive and detailed documents that are challenging to turn into action, CLEER
utilizes participatory and data-driven planning approaches that provide an opportunity for communities to build
knowledge, partnerships, and expertise within the community, and lead to tangible and sustained results. Here is
a sampling of some of CLEER’s experience to date:
● Gathering and analyzing utility data and creating energy and climate inventories and plans, including for
Garfield Clean Energy (GCE), Eagle County (2014, 2017, 2019/2020, 2021 and 2022), the Town of
Carbondale, and the Garfield, Eagle, Pitkin Three County Solar Plus Storage Plan.
● Designing and delivering programs to reduce greenhouse gas emissions with an emphasis on effective,
measurable action and energy cost savings. This includes the development and management of GCE’s
ReEnergize program, City of Glenwood Springs’ Municipal electric and water rebates, advanced energy
management for government facilities, ReCharge Colorado EV charging station grants, and others.
● Design and facilitation of community participation efforts for climate, energy, transportation, and
resource planning. We have also been a key part of water and drought planning efforts, resiliency, and
climate mitigation planning efforts.
● Climate and energy communications including outreach materials, media coverage, website
development and marketing to increase the accessibility of resources and information. Our team
maintains the website for Garfield Clean Energy and produces a monthly GCE newsletter to provide
information on GCE programs. In addition, we manage several other program websites including
Colorado Clean Diesel program.
● Extensive experience in interacting with State of Colorado agencies and funding sources. CLEER
developed the plan for the 2008 Garfield New Energy Communities Initiative initial inventory and plan,
which led to the creation of Garfield Clean Energy, and harnessed $1.3 Million to jumpstart energy
efficiency and solar projects throughout Garfield County. CLEER tracks state, federal and foundation
funding to assist with funding plans for implementation.
● Project manager and advisor for innovative renewable energy projects including the ongoing Carbondale
Geothermal District Coalition and multiple solar installations throughout the county.
CLEER Project Staff Bios
Resumes for each team member can be found at the end of this proposal in Attachment A.
Lauren Suhrbier is CLEER’s Renewable Energy Program Manager. She began her career in renewable
energy and utility policy over 20 years ago, working as part of the industry network lobbying for the creation of
Page | 16
Colorado's first Renewable Portfolio Standard. Over the years she has worked with private consultant firms
serving large IOU and municipal utility clients, such as PG&E/ Cal-ISO's emergency demand response
program. At the leading edge of implementing emerging financial strategies for clean energy investment and
workforce transition, she led a regional HERS Rater training program for the Colorado Home Builders
Association, as well as developed educational training materials and workshops for local governments in
western Colorado to utilize CREB and PPA financing. As the first employee of the Clean Energy Collective,
she was responsible for managing a coordinated effort with national lobbying groups, Senator Udall and the IRS
to create national and statewide legislation in support of community solar, along with working with regional
REAs to codify policy changes enabling remote net-metering. As part of the CLEER team she leads the
financial, policy and business model analysis for a large DOE-funded the District Geothermal Feasibility &
Design Study and is coordinating research with national and regional stakeholder affiliates - CCEF, CEO, CO
PUC, NREL, DOE, NYSERDA and others in a research cohort to develop replicable models for thermal
network ownership.
Dave Reed is CLEER’s Communications Director, bringing more than 20 years of experience in multi-
channel, dynamic publications, and marketing work. He specializes in bringing voice to technical
communications strategies around clean energy, GHG reduction strategies and clean transportation. Dave
fosters engagement across various platforms and makes data-driven, yet creative, decisions to promote better
program delivery and stronger outreach campaigns. He works with program staff and consultants to write
stories for local media, produce email communications and social media posts, and develop marketing
materials. Specializing in long-format report writing and graphic design, Dave is known to mark up documents
with a heavy pen, which the CLEER team and its clients consider a winning “fault.”
Christina Matzl, Clean Energy Program Associate, works on GHG inventories and building energy data
collection and analysis for CLEER. She has experience with emissions related data collection and analysis for
communities in the Pitkin, Eagle, and Garfield County region. Her primary GHG inventory works for CLEER
include Eagle County (2021 and 2022). In addition to GHG emissions data, Christina works closely with facility
managers and representatives for each municipality in Garfield County as well as with RFTA, Colorado
Mountain College, and Roaring Fork School District representatives to review utility bills and 15-minute
interval data for primary buildings and solar arrays to monitor energy use and provide feedback for achieving
their energy saving goals through their buildings. Prior to joining CLEER, she supported regional climate action
through environmental committees, including the New Castle Climate and Environment Commission. She has a
B.S. in Sustainability Studies from Colorado Mountain College.
Page | 17
G. Fee Schedule
Standard rates for any work that may not be included in provided Scope of Work, as applicable.
Title Hourly Rate Travel Rate
Director $180 $90
Senior Associate $160 $80
Associate $140 $70
Research Associate/ CLEER $120 $60
Project Budget
Tasks Cost
Task 1: Project Management $ 11,400
Task 2: Regional GHG Inventory $ 34,560
Task 3: Municipal Inventory $ 20,260
Task 4: GHG Emissions Reports $ 34,680
Task 5: External Project Coordination $ 1,700
PROJECT TOTAL $ 102,600
OPTIONAL Tasks Cost
Task 2.1a OPTIONAL Airport & VMT Data Collection $ 3,300
Task 2.4 OPTIONAL Regional BAU $ 3,200
Task 2.5 OPTIONAL ClearPath Data Entry $ 2,400
Task 3.2 OPTIONAL County Municipal Inventory $ 10,600
OPTIONAL TASK TOTAL $ 19,500
PROJECT TOTAL WITH OPTIONAL TASKS $ 122,100
Page | 18
Attachment A: Resumes
Tom Herrod
Tom brings over 20 years
of Federal, Tribal, State,
and Local Government
environmental policy and
program experience to Lotus.
Tom’s approach is to ensure
actionable data informs and
supports policy and program
development through
analysis and visualization.
Tom’s goal is to help clients
develop internal capacity
and understanding of how
data informs sound policy
and programs.
CLIMATE POLICY &
MANAGEMENT EXPERT
GHG DATA ANALYST
PROJECT MANAGER
MANAGING DIRECTOR, GREENHOUSE GAS ACCOUNTING, MODELING, AND VISUALIZATION
Experience
LOTUS ENGINEERING & SUSTAINABILITY, LLC, Denver, CO
Managing Director, 2023-Present
Provides Leadership and Support to the Greenhouse Gas Accounting,
Modeling, and Visualization Team• Leads a highly skilled team of data analysts and researchers.• Guides the team on aligning work with protocols, emerging technology,
research, and reporting.• Provides high-quality support for public- and private- sector entities in
climate and sustainability.• Analyzes carbon emissions, greenhouse gas inventories, and develops
emissions modeling.• Develops innovative approaches for continuous improvement in GHG
accounting and modeling.• Supports Lotus business development efforts.
PROJECT MANAGEMENT HIGHLIGHTS
Clifton Sanitation District
Lotus is developing the first greenhouse gas (GHG) inventory and climate
action plan for the Clifton Sanitation District. Lotus created a custom GHG
inventory tool to capture specific emissions related to a wastewater district,
including waste from the treatment process, CH4 and N20 emissions for the
treatment process, and other more traditional sources and activities.
Xero Shoes
Lotus completed the company’s 2021 and 2022 operational greenhouse
gas inventories. In completing both inventories, Lotus followed REI’s
requirements using the GHG Protocol and including emissions from scopes
1, 2, and 3. For the 2022 inventory, Lotus helped Xero Shoes translate the
energy-use data from their secondary office in Prague, Czech Republic, as
well as evaluate the emissions from the addition of a new, larger warehouse
in Denver.
Previous Experience
ICLEI, LOCAL GOVERNMENTS FOR SUSTAINABILITY, Denver, CO and USA
Senior Program Officer, 2019 - 2023
Developed process improvements and client management support to
effectively and efficiently manage US member network. Provided direct
technical support to members related to Emissions Reduction, Resilience,
Circular Economy & Nature Based Solutions. Advised National and Global
groups on setting standards and methods for GHG data analysis, including
incorporating nature based accounting for GHG Inventories.
EDUCATION
Doctoral Research, Aquatic
Resources, Texas State
University
Master’s in Environmental
Policy & Management,
University of Denver
B.S. Environmental Studies,
Natural Resources, University
of Nebraska
Tom Herrod
MANAGING DIRECTOR, GREENHOUSE GAS ACCOUNTING, MODELING, AND VISUALIZATION
Previous Experience
CITY & COUNTY OF DENVER, Denver, CO
Climate Program Analyst, 2009-2019
Collaborated and coordinated Denver’s and multi-agency input into
PUC proceedings, legislative hearings, and utility engagements. Led the
transition of Denver’s greenhouse gas inventory to be GPC compliant. As
part of that process, Denver earned a “compliant” rating with the Global
Covenant of Mayors as well as an “A-Leadership” ranking with CDP. Led
multiple efforts to update Denver’s Climate Action Plan, 80x50 Climate
Action Plan, Climate Adaptation Plan, and City Energy Project application.
Managed over $8 million in Federal ARRA Grants resulting in the creation
of Denver’s first residential and commercial energy efficiency programs as
well as efficiency financing mechanisms. Led a program evaluation
of various environmental programs in Denver resulting in improved spill
clean ups at City Fleet Maintenance shops as well as improved tracking of
impacts from the Environmental Seed Capital program.
TEXAS STATE UNIVERSITY
Graduate Teaching Assistant, 2004-2009
Prepared and instructed undergraduate graduate laboratory courses.
Topics included estimating rainfall runoff, infiltration, flood frequency,
hydrologic models, and paired watershed studies. Conducted Doctoral
research on paired watersheds analysis and modeling. Prepared iImpaired
waters and equity analysis for State of Texas TNRCC.
US ENVIRONMENTAL PROTECTION AGENCY, OFFICE OF INSPECTOR GENERAL
Environmental Program Evaluator, 1999-2004
Recipient of bronze and gold medal, the agency’s highest distinction, for
contributions to improving state and federal cooperation in Louisiana’s
water enforcement division. Received the President’s Council on Integrity
and Efficiency Award for Excellence in Audit for contributions to improving
Louisiana’s environmental programs. Briefed Congressional staff regarding
Superfund site boundaries and water infiltration issues.
Boards
Colorado Pollution Prevention Advisory Board
SKILLS
GHG emissions modeling
Climate policy impact
analysis
Applying protocols and
standards
Developing shared vision of
success
GET IN TOUCH
www.lotussustainability.com
tom@lotussustainability.com
Rachel Meier
Rachel brings years of
experience performing
spatial analysis and data
visualization to federal, state,
and non-profit organizations.
She is well-versed in
calculating GHG emissions
and working creativly with
complicated datasets. Rachel
is known for her detail-
oriented nature, passion
for learning, and strong
organization and project
management skills.
DATA VISUALIZER/ANALYST
RESILIENCE PLANNER
CARBON SEQUESTRATION
EXPERT
PROJECT MANAGER
SENIOR ASSOCIATE, TEAM LEAD ON PUBLIC SECTOR GREENHOUSE GAS EMISSIONS INVENTORIES
Experience
LOTUS ENGINEERING & SUSTAINABILITY, LLC, Denver, CO
Senior Associate, 2022-Present
Associate, 2021-2022
Research Assoicate, 2019-2021
Manages greenhouse gas (GHG) emissions projects for Lotus’ public sector
clients.• Guides public sector entities in accounting for greenhouse gas
emissions, setting reduction goals, and prioritizing mitigation strategies.• Performs detailed analysis of carbon emissions, greenhouse gas
inventories, and emissions modeling.• Creates data visualizations and public-facing communications
materials for clients.• Authors and creates documents and other products to support Lotus
business development efforts.
PROJECT MANAGEMENT HIGHLIGHTS
Grand Junction, Colorado
Lotus developed Grand Junction’s 2018 and 2021 community GHG
inventories with a business-as-usual forecast through 2040. To display the
results of the emissions inventories, Lotus developed an online dashboard.
All data was entered into ClearPath and CDP. The team also completed a
carbon sequestration analysis of the City’s urban forest and parklands and
researched relevant resilience and climate adaptation metrics for the City
to track.
Bozeman, Montana
Lotus developed Bozeman’s 2020 community GHG inventory and an
inventory management plan for the City’s Sustainability Associate. Rachel
presented the results of the inventory to the City’s Sustainability Board
and trained the Bozeman team to update the inventory workbook in future
years. Finally, developed an infographic for the City to use to communicate
the results of the inventory with residents and important stakeholders.
Boulder, Colorado - Open Space and Mountain Parks (OSMP) Department
Lotus worked with the OSMP department to create department-specific
greenhouse gas emissions inventories, a business-as-usual GHG model,
and a GHG reduction strategy model for emission reduction strategies.
Lotus also created a dashboard and storymap in ArcGIS online to
communicate the results of the data and highlight the department’s
sustainability work. Additionally, Lotus worked with the department to
analyze the embodied carbon of frequently used materials and develop
a matrix with metrics to help make well-informed decisions on material
choices when doing maintenance and construction at trailheads. Lotus
then analyzed strategies that are available to help reduce the emissions
associated with visitor travel and waste production.
EDUCATION
University of Colorado-Boulder
Masters of the Environment,
Sustainability Planning &
Management
Gustavus Adolphus College
B.A., Environmental Studies
and Geography
Nick Russell
Nick brings years of
experience executing
geospatial and statistical
analyses for federal and non-
profit organizations. Nick also
brings proficiency with data
visualization, dashboards,
web mapping, and research
communication. Nick is
known for his ability to
identify important findings
from detailed data and
transform complex research
results into digestible
formats.
GEOGRAPHER
DATA ANALYST & MODELER
SCIENCE COMMUNICATOR
HUMAN-ENVIRONMENTAL
INTERACTION SPECIALIST
SENIOR ASSOCIATE, TEAM LEAD ON STRATEGY MODELING AND DATA VISUALIZATION
Experience
LOTUS ENGINEERING & SUSTAINABILITY, LLC, Denver, CO
Senior Associate 2023-Present
Associate 2021-2023
Supports and leads sustainability data analysis and modeling projects for a
diverse array of public- and private-sector entities.
• Oversees and develops custom models to communicate greenhouse
gas (GHG) emission reduction potential of individual strategies.• Creates user-friendly evaluation tools to understand the environmental,
economic, and social impacts of individual renewable energy,
efficiency, and electrification measures.• Analyzes spatial data with GIS to inform emission and modeling
analyses and produce public-facing cartographic materials.• Creates interactive and digestible web-based data visualizations,
dashboards, and web map applications.
PROJECT MANAGEMENT HIGHLIGHTS
Colorado Clean Energy Fund (CCEF)
Lotus developed an impact evaluation tool that quantified the
environmental, social, and economic impacts of clean energy projects
funded by CCEF. The tool automatically calculates a variety of metrics for
each project including: GHG emissions reductions, energy use reductions,
cost savings, jobs created, and multiple equity metrics. The tool provides
useful data visuals for reporting requirements and includes a data entry
form that allows CCEF to continually add new projects.
Boulder County, Colorado
Lotus partnered with Fox Tuttle Transportation Group to conduct an analysis
of the expected vehicle miles traveled (VMT) and GHG emission reductions
from a series of transit projects included as part of Boulder County’s
Transportation Master Plan. Lotus developed a tool that took VMT reduction
values and estimated annual avoided GHG emissions from each project.
The tool provided annual reductions for each project through 2040. This
analysis allowed Boulder County to understand which projects would have
the greatest VMT and GHG impacts.
Aspen, Colorado
The City of Aspen asked Lotus to evaluate a set of GHG emission reduction
actions and policies for future implementation. Lotus developed a model
that estimated GHG emissions reductions from each action, allowing
Aspen to prioritize actions with the largest GHG impact. The model included
updateable parameters, allowing Aspen to identify emissions reductions
in a variety of scenarios and levels. Through this model and the interactive
data visualizations included, Aspen was able to communicate the
importance of the identified actions.
EDUCATION
University of Colorado-
Denver
M.A., Applied Geography and
Geospatial Science,
GIS Certificate
California Polytechnic State
University-San Luis Obispo
B.S., Anthropology and
Geography
Shelby de Jongh
Shelby brings a unique blend
of technical skills with a
background in environmental
engineering and zero-emission
vehicle technology. She has
years of geospatial and data
analysis experience working in
both consulting and non-profit
industries to deliver techno-
economic feasibility studies,
engineering models, and
maps for clients across the US.
Shelby is known for her ability
to effectively summarize and
visualize complex data into
easy to understand products
for clients.
DATA ANALYST & MODELER
INFORMATION VISUALIZER
SPATIAL ANALYST
ENVIRONMENTAL ENGINEER
ASSOCIATE, GREENHOUSE GAS ACCOUNTING, MODELING, AND VISUALIZATION
Experience
LOTUS ENGINEERING & SUSTAINABILITY, LLC, Denver, CO
Data Associate, 2023-Present• Conducts detailed analysis of greenhouse gas inventories and assists
with data collection and data management for inventories.• Creates emissions scenario, policy impact, and decision modeling tools.• Communicates results of greenhouse gas inventories to stakeholders
and broad audiences through written reports and data visualization.• Creates data visualizations with various technologies to support data
communication and transparency efforts.
PREVIOUS PROJECT WORK HIGHLIGHTS
CALSTART
Shelby led the electric vehicle charging infrastructure sizing and initial
microgrid design efforts for one public and one private medium- and
heavy-duty electric vehicle charging stations in Porterville, CA. Additionally,
Shelby contributed to the development of a planning guidance document
to outline the essential factors for planning similar electric vehicle charging
stations and microgrid projects, serving as a valuable resource for future
initiatives in other communities.
Georgia Institute of Technology
Served as a Sustainability Business Fellow for the Ray C. Anderson Center for
Sustainable Business at Georgia Institute of Technology. Shelby led a team
of fellows to conduct a comprehensive project for the university’s Office of
Infrastructure and Sustainability to quantify and analyze scope 3 emissions
stemming from waste across campus operations.
ESP Associates
Supported NCDOT with the development of BridgeWatch, a bridge
inundation risk management web application. Shelby led the collection
and development efforts surrounding flood risk data including drainage
basins, rainfall thresholds, and coastal surge elevations. Shelby also led
efforts to establish relationships between stream gages and structures to
define critical elevations to monitor flood risk for hundreds of major bridges
throughout North Carolina.the inventory results in a way that is easily-
understandable.
EDUCATION
Georgia Institute of
Technology, Masters of
Sustainable Energy and
Environmental Management
North Carolina State
University, B.S. Environmental
Engineering
Natalie Cross
Natalie brings technical
expertise in greenhouse
gas accounting from her
time spent leading annual
emissions inventories for her
college. She has a unique
skillset that combines
data and spatial analysis
experience with her scientific
background in ecology
and human-environmental
interactions. Natalie is known
for her conscientiousness
and observational skills,
ability to translate complex
scientific topics, and high
level of organization and
detail.
RESEARCHER
SCIENCE COMMUNICATOR
DATA ANALYST
WRITER
RESEARCH ASSOCIATE, GREENHOUSE GAS ACCOUNTING, MODELING, AND VISUALIZATION
Experience
LOTUS ENGINEERING & SUSTAINABILITY, LLC, Denver, CO
Research Associate 2022-Present
Supports sustainability projects for a diverse array of public- and private-
sector entities.• Conducts detailed analysis of greenhouse gas inventories and assists
with data collection and data management for inventories.• Communicates results of greenhouse gas inventories to stakeholders
and broad audiences through written reports and data visualization.• Performs spatial analysis with GIS and produces public-facing
cartographic materials.• Creates data visualizations with various technologies to support data
communication and transparency efforts.
PROJECT WORK HIGHLIGHTS
Grand Junction, Colorado
In addition to data entry and organization for two community-wide
greenhouse gas inventories, Natalie compiled resources for Grand Junction
to use to further their climate adaptation and resilience strategies. These
resources focused on sustainable water use and conservation, community
participation in sustainability efforts, and equity-related climate change
impacts in Grand Junction and Mesa County. Natalie also created a
business-as-usual model and an interactive emissions dashboard on
ArcGIS Online that summarized the inventory results.
Mission, Kansas
Natalie provided data entry support for two inventories—one municipal and
one community. She wrote the inventory report and formatted its tables
and figures, translating technical information into an accessible format.
Natalie also wrote and designed a StoryMap for Mission that outlined
probable climate change manifestations in Kansas with an overview of
the City’s 2022 greenhouse gas inventories. Finally, Natalie summarized
all inventory results into an easily-understandable PowerPoint for a
presentation to Mission’s City Council and community members.
Dubuque, Iowa
Natalie entered and organized data for Dubuque’s 2022 community-wide
inventory and accompanying business-as-usual model. She wrote the
inventory report and formatted its tables and figures, making all parts
of the report easily-understandable. Natalie also designed a PowerPoint
presentation that provided an overview of the City’s 2022 greenhouse gas
emissions and was comprehensible to a variety of audiences.
EDUCATION
Colorado College
B.A., Environmental Science
Lauren M Suhrbier
lauren@cleanenergyeconomy.net
Renewable Energy Program Manager
Experience
2023 - PresentClean Energy Economy for the Region (CLEER)
Renewable Energy Program Manager
Serving as lead financial, policy and business model analyst for a large DOE-
funded the District Geothermal Feasibility & Design Study. Coordinating research
with national and regional stakeholder affiliates - CCEF, CEO, CO PUC,NREL,DOE,
NYSERDA and others to develop replicable models for thermal network
ownership. Team lead for the CLEER renewable energy and utility policy
projects, aiding 9 government clients in Garfield County deploy advanced
strategies for meeting aggressive clean energy goals and ongoing inventories.
2016 - 2022Mountain Parent
Publisher
Spearheaded launch of publication in 2016 by developing content, contract
writing team, graphic assets, community partners and large ad accounts with a
demanding production schedule. Approved all communications, including e-
newsletters, print collateral, media kits and digital marketing assets. Developed
high-level brand standards along with web, social and print publications.
2013 - 2016Levity Consulting
Project Director
Contract land use planning, market research and permit applications for large
and small real estate developers. Writing and design services for bid proposals,
branded documents and websites. Assisted clients with public noticing
requirements, Board of Commissioner presentations, earned media for
development projects. Projects included research for TOSV green building
codes, energy and building assessments and inspections, and reviewing building
inspection reports.
2009 - 2012The Clean Energy CollectivePolicy & Planning Manager
Management level team member for the development of one of the first
privately funded community solar projects in the nation, from conception to
build-out and sales. Represented the CEC with large clients and industry
stakeholders, such as investor-owned, muni and co-op utilities, political
representatives, regulatory agencies and associations (CO-PUC, IRS, FERC,
CREA, TriState). Drafted and presented testimony for legislative hearings and
filed regulatory comments and feasibility studies regarding virtual net-metering
and other topics. Filed land use change permits and zoning code amendments
at regional level for community solar projects. Authored winning grant proposals
and lead feasibility studies for biomass and hydro integration.
2007 - 2008Levity Consulting
Energy Manager
Contract administrator and team lead for ENERGY STAR New Homes Program
(CO) and the Governor's Energy Office (C0) statewide Solar Tax-Exempt
Financing Series. Developed workshops for regional governments regarding
CREBs and PPA financing for solar. Managed CO HBA delivery of HERS Rater
trainings for regional builders. Provided research support for green building
code compliance.
Education
University of Colorado, 2004
B.A. in Environmental Studies
Skills & Tools
Sustainability & Building / Zoning
Regulatory Filings, Code Research
Basic Land-Use PlanningHERS Rater & CEM trained
Sustainability & ComplianceReporting
Building Permit Applications
Marketing, Sales & Writing
SEO, Google AdWords and AnalyticsTechnical and Grant WritingWordpress and Web PlatformsPress Releases and RelationsEvent Planning
Software
Salesforce, Constant Contact, AsanaPowerpoint, Excel, Word
Photoshop, InDesignWordpress, Squarespace
Business Administration
Basic modeling and forecasting
Tax ResearchAdvanced budgets and tracking
Document management bestpractices
Invoice processing & datainventories
DAVE REED
dave@cleanenergyeconomy.net
Communications Director, CLEER
Experience
2019 - PresentClean Energy Economy for the Region (CLEER)
Communications Director
Responsible for CLEER’s communications and marketing via its
websites, literature, donor communications, earned media, paid
advertising, e-blasts, and social media channels.
2017 - 2019 Common Language Productions
Partner
Provided consulting services to local nonprofits, including grant writing,
fundraising appeals, organizational literature, media relations, and
communications and fundraising strategic plans.
2015 - 2017Western Colorado Congress
Executive Director
Spearheaded a strategic reboot of the regional community-organizing
nonprofit organization; led all fundraising efforts; upgraded
communications; oversaw finances and budgets; and supported the
board, committees, and volunteer leaders.
2003 - 2014Wilderness Workshop
Development & Communications Director
Responsible for fundraising, communications, marketing, and events.
Closely involved in most other aspects of organizational strategy and
management.
2001 - 2003The Rough Guide: Nepal 5th Edition
Author
Researched and wrote editions 1-4, starting in 1989, spending 2+ years
in Nepal. Freelance writer and marketing consultant for companies and
nonprofits.
1994 - 2001Rocky Mountain Institute (RMI)
Staff writer/editor
Responsible for managing and ensuring quality control of all editorial
projects; writing and editing the institute’s newsletter, website, and other
materials; and editing books and research papers.
Prior Positions
Reporter & special sections editor, Aspen Daily News
Media editor, Marketing Magazine (UK)
Staff writer, Infomatics Magazine (UK)
Reporter, Aspen Times.
Education
2016Colorado Planned Giving RoundtableMentorship Program
1983Colorado State University
B.A. in English (Honors)
Volunteer Service
2021- PresentGarfield County Democrats
Volunteer/fundraiser
2020Carbondale Mutual AidFounder
Citizens’ Climate Lobby,
Roaring Fork Valley
Chapter Founder / Co-leader
2013 - 2014
Citizens’ Climate Lobby, Grand Junction
Chapter Founder / Co-leader
2017 - 2021
League of Oil and Gas
Impacted Citizens (LOGIC)
Founding Board Member
2015 - 2016
Clean Energy Economy for theRegion (CLEER)
Board Member
2010 - 2014
Sustainability Center of the
Rockies (SCOR)
Board Member
2008 - 2010
The Safe Place Project
Co-founder
2003 - 2004
Town of Basalt Colorado
Trustee
2000 - 2002
Town of Basalt Colorado
Planning & Zoning Commissioner
1996 - 1999
Carbondale Neighborhood HeroesCo-Founder 2020
CHRISTINA MATZL
christina@cleanenergyeconomy.net
Clean Energy Program Associate
Experience
2022 - PresentClean Energy Economy for the Region (CLEER)
Clean Energy Program Associate
Lead the collection and organization of data relevant to communities and
municipal operations to be used for GHG emissions inventories. Manage
the drafting and report production of GHG inventories and maintain the
project budget and schedule. Perform energy consulting for residential
and commercial buildings to advise on measures for energy efficiency.
Provide energy management analysis for private and municipal
organizations using 15-minute interval data (IDR). Facilitate holiday
period energy-saving events for organizations using IDR to achieve
maximum savings during unoccupied times. Coordinate stakeholder
event planning and communicate with teams throughout projects
2021 - 2022Grand Valley Recreation Center
Energy Consultant
Contracted to research and explain options for renewable energy
production so that the organization could develop or otherwise offset
energy production using state and local resources. Developed a detailed
report identifying customized options available to the organization for
renewable energy. Connected the organization with potential developers
and facilitated the initial communications between parties.
2021 - 2022Rocky Mountain Trimworks
Permaculture designer
Designed community garden space for non-profit organizations using
limited space requirements and resources. Developed detailed budgets,
identified funding resources, and developed supply lists to use for
approval and implementation of the projects. Coordinated with
community members and stakeholders throughout the design process to
integrate the needs of the end users.
Education
2022Colorado Mountain College
Bachelor’s in Sustainability
Performed technical research on a variety
of sustainability and environmental topics
and developed practical solutions for
environmental changes within the
community. Researched and collected
utility bills to support the college working
toward a certification with AASHE STARS.
Overall focus on community and food
sustainability, as well as waste reduction.
Certifications
2023Building Analyst ProfessionalBuilding Performance Institute
2022Social and BehavioralResearch Certificate
CITI Program
2021Permaculture DesignCertificate
Colorado Mountain College
Volunteer Service
2021-PresentNew Castle Climate andEnvironment CommitteeCommunity member volunteer
Kathryn Senor ElementaryPTAC President 2017-Present
Skills
Research
Data Collection and
entry
Research and report
writing
Creative community-
based research
Business Administration
Microsoft and
Google Suites
Salesforce
Event Planning
Fundraising
Sustainability
Sustainability practices
and consulting
Zero waste and waste
reduction
GHG Emissions Inventory
ICLEI
1627 Vine Street, Denver, CO 80206
hello@lotussustainability.com
www.lotussustainability.com
Certificate Of Completion
Envelope Id: BE971105B2944D9AA6676279B83C14AC Status: Completed
Subject: Lotus Engineering | Pitkin County Contract 078.24 for Review and Signature
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