HomeMy WebLinkAboutC27760 AB811 PD Engergy Efficiency Loan PgrmCITY OF PALM DESERT
OFFICE OF ENERGY MANAGEMENT
STAFF REPORT
REQUEST: RATIFY CITY MANAGER'S APPROVAL OF CONTRACT
NUMBER C-27760 WITH ECOMOTION IN THE AMOUNT OF
$14,866.60 FOR CONSULTING SERVICES RELATING TO THE
AB811 PALM DESERT ENERGY EFFICIENCY LOAN PROGRAM.
SUBMITTED BY:
DATE:
Patrick Conlon, Director of Office of Energy Management
CITY COUNCIL ACTION:
June 12 2008 PROVED ✓ DENIED
' RECEIVED C .i nR
CONTENTS: Proposal for Service TI''-'`" 31:7E' : -
AYES
NOES:
Recommendation: ABSEN L :. ti :oOf:_., .. .
ABSTAIN: N �a
VERIFIED I`.:(: . .
By Minute Motion: '3rigi 1 _on
T t3 VR,
Ratify City Manager's Approval of Contract No. U27760 with E-c lvlotibrrt in irk s
the amount of $14,866.60 for Consulting Services relating to the AB811
Palm Desert Energy Efficiency Loan Program.
Discussion:
Mr. Ted Flanigan, one of the principals in The Energy Coalition, has started his own
consulting company, EcoMotion. Mr. Flanigan has been involved in the Aspen Accord
and a key developer in the Estonia Protocol. We plan to use his expertise in the
formatting and development of the AB811 Palm Desert Energy Efficiency Loan Program.
A full description of Mr. Flanigan's services is outlined in the attached agreement.
No appropriation is needed for this contract. Funds are currently budgeted in account
number 110-4511-442-3090.
Submitted by:
7A11/1
Patr ck Conlon
Director of Office of Energy Management
Approval:
Carlos L. Ortega
City Manager
r i
Paul Gibson
Finance Director
Office
G"Energy Management'Pat Conlon .Staff Report82008 Staff Reports EcoMol,on Contract 6-12-08 SR
Proposal for Consulting Services
SCOPING AND DEFINITION
OF THE
PALM DESERT ENERGY EFFICIENCY LOAN PROGRAM
Presented to
The City of Palm Desert
Office of Energy Management
May 12, 2008
Scope of Services
The purpose of this brief proposal is to clarify the scope of services to be provided by
EcoMotion for the City of Palm Desert's Office of Energy Management, and to present a
not -to -exceed budget for this scope. EcoMotion is pleased to submit this proposal and to
begin work immediately. The work must be done expediently so that the City of Palm
Desert is prepared to offer the Energy Efficiency Loan Program as soon as the Governor
signs Assembly Bill 811 into law.
To prepare for this date, the Office of Energy Management will contract with EcoMotion
Inc. to a) develop a White Paper, b) facilitate a meeting of stakeholders, and c) to prepare
the "final" program design.
A. Creation of a White Paper
The first task will be to work with the Office of Energy Management on program
definition. Already the City's attorney has generated a list of key program design issues.
For instance, what efficiency measures are eligible for loans? What interest rate will be
used? Where will the initial funds come from? Who will install the measures? Each of
Confidential — EcoMotion, 15375 Barranca Parkway, F-104, Irvine, CA 92618 -- Confidential
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these, and many more, will be addressed in a White Paper that presents both options and
recommendations for program fulfillment.
B. Garnering Stakeholder Consensus
The second task will be equally if not more challenging: garnering stakeholder
consensus. Working strategically with the Office of Energy Management, as well as the
City Manager and interested Council members, EcoMotion will facilitate stakeholder
meetings to move the White Paper recommendations toward consensus. This will likely
involve phone and in -person meetings with key stakeholders, and then later a full
stakeholder meeting to "nail down" the program design issues.
C. Final Program Design
The third principle task of this scope of work will be to codify the "final" program
design. A program design manual will document procedures and program guidelines,
including a step -by step fulfillment mechanism that will clarify roles and responsibilities.
Budget Requirement
This proposal presents a not -to -exceed budget of $15,000. EcoMotion will retain the right
to shift funds among budget categories.
EcoMotion Professionals
Principal
Team Manager
Project Coordinator
Project Assistant
Subtotal Labor
Expenses
Mileage
Lodging
Meals, misc.
Hours
60
20
20
10
Rate
$150
$100
$75
$50
Total
$9,000
$2,000
$1,500
$500
110 $13,000
$0.505 per mile, 6 trips at 220 miles RT
$666.60
3 nights at $200/night
12 days at $50/day
Subtotal Expenses
Total
Signatures
$600
$600
$1, 866.60
$14,866.60
Through the signatures below, both parties agree to the terms listed in this proposal:
Patrick Conlon, Director Ted Flanigan, President
Palm Desert Office of Energy Management EcoMotion Incorporated
Confidential — EcoMotion, 15375 Barranca Parkway, F-104, Irvine, CA 92618 — Confidential
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