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Home My WebLink AboutGnarly Tree Sustainability Institute/DOCS/$11,825/Consultant Services; Add-onBloomington Energy & Environmental Intelligence, LLC, dbaGnarlyTreeSustainability Institute Department ofCommunity Service - 2021 Appropriation #119243-509.00; P.O.#104800 Contract NotToExceed $11,825.00 AGREEMENT FOR PROFESSIONAL SERVICES THIS AGREEMENT FOR PROFESSIONAL SERVICES (“ Agreement”) isherebymadeandentered into by andbetweentheCityofCarmel, Indiana, acting byandthrough itsBoardofPublicWorksandSafety (hereinafter City"), and Bloomington Energy & Environmental Intelligence, LLC dbaGnarlyTreeSustainability Institute hereinafter "Professional"). RECITALS WHEREAS Cityownsandisresponsible fortheoperationandmaintenance ofitsproperty, personnel, public works and infrastructure; and WHEREAS, fromtimetotime, Cityneedsprofessional assistance infulfilling itsforegoing responsibilities; and WHEREAS, Professional isexperienced inproviding anddesirestoprovidetoCitytheprofessional services Services”) referenced herein; and WHEREAS, CitydesirestoengageProfessional asanindependent contractor forthepurposeofproviding to City theServices referenced herein; NOW, THEREFORE, inconsideration oftheforegoing recitals and thecovenants andconditions set forth herein, CityandProfessional mutually agree asfollows: SECTION 1 INCORPORATION OFRECITALS The foregoing Recitals areherebyincorporated into thisAgreement andmadeaparthereof. SECTION 2 SCOPE OFSERVICES 2.1 Citydesirestoengage Professional asanindependent contractor fortheServices set forth inattached Exhibit A, incorporated herein bythisreference. 2.2 Professional understands andagreesthatCitymay, from time totime, request Professional toprovide additional ormodifiedServices toCity. When Citydesiresadditional Services fromProfessional, the City shall notify Professional ofsuchadditional Services desired, aswellasthetimeframeinwhichsameareto beprovided. OnlyafterCityhasapproved Professional’stimeandcostestimate fortheprovisionofsuch additional Services, hasencumbered sufficient monies topayforsame, andhasauthorized Professional, in writing, toprovidesuchadditional Services, shall such Services beprovided byProfessional toCity. Acopy oftheCity’sauthorization documents forthepurchase ofadditional Services shall benumbered andattached hereto intheorderinwhichtheyareapproved byCity. C:\Users\\\clivingston\\AppData\\Local\\Microsoft\\Windows\\INetCache\\Content.Outlook\\562V7G6G\\Bloomington Energy Envrionmental Intelligence LLC Professional Services. doc:3/10/2021 1:01 PM\] 1 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Bloomington Energy & Environmental Intelligence, LLC, dbaGnarlyTreeSustainability Institute Department ofCommunity Service - 2021 Appropriation #119243-509.00; P.O.#104800 Contract NotToExceed $11,825.00 2.3 Time isoftheessence ofthisAgreement. SECTION 3 CITY'SRESPONSIBILITIES 3.1 City shall provide such information asisreasonably necessary forProfessional tounderstand theServices requested. 3.2 Cityshallprovidealldatarequired forprovision ofServices. Professional may assume that alldataso provided iscorrect andcomplete. 3.3. City shall arrange forProfessional toenteruponpublicandprivatepropertyasreasonably required for Professional toperform theServices. 3.4 City shall designate payment oftheServices fromCitybudgetappropriation number 1192 43-509.00funds. 3.5 City shall designate theMayororhisdulyauthorized representative toactonCity’sbehalfonallmatters regarding theServices. SECTION 4 PROFESSIONAL' SRESPONSIBILITIES 4.1 Professional shall perform theServicespursuant tothetermsofthisAgreement andwithinanyapplicable time andcostestimate. 4.2 Professional shall coordinate withCityitsperformance oftheServices. 4.3 Professional shall provide theServicesbyfollowingandapplyingatalltimesreasonable andlawful standards asaccepted intheindustry. SECTION 5 COMPENSATION 5.1 Professional estimates that thetotalpricefortheServices tobeprovided toCityhereunder shall benomore than Eleven Thousand Eight Hundred Twenty FiveDollars ($11,825.00) (the “Estimate”). Professional shall submit aninvoicetoCitynomorethanonceeverythirty (30) days forServices provided City during thetime period encompassed bysuchinvoice. Invoices shall besubmitted onaformcontaining thesameinformation asthatcontained ontheProfessional Services Invoice attached hereto asExhibitB, incorporated herein by this reference. CityshallpayProfessional forallundisputed Services rendered andstatedonsuchinvoice within thirty five (35) days from thedateofCity’sreceiptofsame. 5.2 Professional agrees not toprovideanyServicestoCitythatwouldcausethetotalcostofsametoexceedthe Estimate, without City’spriorwrittenconsent. C:\Users\\\clivingston\\AppData\\Local\\Microsoft\\Windows\\INetCache\\Content.Outlook\\562V7G6G\\Bloomington Energy Envrionmental Intelligence LLC Professional Services. doc:3/10/2021 1:01 PM\] 2 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Bloomington Energy & Environmental Intelligence, LLC, dbaGnarlyTreeSustainability Institute Department ofCommunity Service - 2021 Appropriation #119243-509.00; P.O.#104800 Contract NotToExceed $11,825.00 SECTION 6 TERM Unless otherwise terminated inaccordance withthetermination provisions set forth in Section 7.1 hereinbelow, thisAgreement shall beineffectfromtheEffectiveDatethroughDecember 31, 2021, andshall, onthefirstdayofeachJanuary thereafter, automatically renew foraperiodofone (1) calendar year, unless otherwise agreed bythepartieshereto. SECTION 7 MISCELLANEOUS 7.1 Termination 7.1.1 TheobligationtoprovidealloranyportionoftheServices under this Agreement may beterminated byCityorProfessional, without cause, upon thirty (30) days’ notice. 7.1.2 Theobligation toprovidealloranyportionoftheServices under thisAgreement may beterminated byCity, forcause, immediately upon Professional’sreceiptofCity’s N“otice ToCeaseServices.” 7.1.3 IntheeventoffullorpartialAgreement termination, andasfullandcomplete compensation hereunder, Professional shall bepaidforallsuchServices rendered andexpenses incurred asof thedateoftermination that arenotindispute, except that such payment amount shall notexceed theEstimate. Disputed compensation amounts shall beresolvedasallowedbylaw. 7.2 Binding Effect CityandProfessional, andtheirrespective officers, officials, agents, partners andsuccessors ininterest are bound totheotherastoallAgreement terms, conditions andobligations. 7.3 NoThirdPartyBeneficiaries Nothing contained herein shall beconstrued togiverightsorbenefits to anyone other than theparties hereto. 7.4 Relationship The relationship ofthepartiesheretoshallbeasprovided forinthisAgreement, andneitherProfessional nor anyofitsagents, employees orcontractors areCityemployees. Professional shall have thesole responsibility topaytoorforitsagents, employees andcontractors allstatutory, contractual andother benefits and/orobligations astheybecomedue. Professional hereby warrants and indemnifies City forand fromanyandallcosts, fees, expenses and/ordamages incurred byCityasaresultofanyclaimforwages, benefits orotherwise byanyagent, employee orcontractor ofProfessional regarding orrelatedtothesubject matter ofthisAgreement. Thisindemnification obligation shall survive thetermination ofthisAgreement. C:\Users\\\clivingston\\AppData\\Local\\Microsoft\\Windows\\INetCache\\Content.Outlook\\562V7G6G\\Bloomington Energy Envrionmental Intelligence LLC Professional Services. doc:3/10/2021 1:01 PM\] 3 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Bloomington Energy & Environmental Intelligence, LLC, dbaGnarlyTreeSustainability Institute Department ofCommunity Service - 2021 Appropriation #119243-509.00; P.O.#104800 Contract NotToExceed $11,825.00 7.5 Insurance Professional shall procure andmaintainwithaninsurerlicensed todobusiness intheStateofIndianasuch insurance asisnecessary fortheprotection ofCityandProfessional fromallclaimsunder workers' compensation, occupational disease and/orunemployment compensation acts, because oferrorsand omissions, because ofbodilyinjury, including, butnot limited to, thepersonal injury, sickness, disease, or death ofanyofProfessional’semployees, agentsorcontractors and/orbecause ofanyinjurytoor destruction ofproperty, including, butnotlimitedto, any lossofuseresulting therefrom. Thecoverage amounts shall benolessthanthoseamounts set forth onattachedExhibitC. Such insurance policies shall notbecanceled without thirty (30) days’ prior written notice toCity. 7.6 Liens Professional shall notcauseorpermitthefilingofanylienonanyofCity’sproperty. Intheeventsuchalien isfiledandProfessional fails toremove itwithinten (10) days after thedateoffiling, City shall have theright topayorbondoversuchlienatProfessional’ssolecostandexpense. 7.7 Default IntheeventProfessional: (a) repudiates, breaches ordefaults under anyofthetermsorconditions ofthis Agreement, including Professional’swarranties; (b) fails toperform theServices asspecified; (c) fails to make progress soastoendanger timely andpropercompletion oftheServices anddoesnotcorrectsuch failure orbreachwithin five (5) business days after receipt ofnoticefromCityspecifying same; or (d) becomes insolvent, files, orhasfiledagainstit, apetition forreceivership, makes ageneral assignment for thebenefitofcreditorsordissolves, eachsuchevent constituting aneventofdefaulthereunder, Cityshall have therighttoterminate alloranypartofthisAgreement, without liability toProfessional andtoexercise anyotherrightsorremedies available toitatlaworinequity. 7.8 Government Compliance Professional agrees tocomplywithalllaws, executive orders, rules andregulations applicable to Professional’sperformance ofitsobligations under thisAgreement, allrelevant provisions ofwhichbeing hereby incorporated herein bythisreference, tokeepallofProfessionals’ required professional licenses and certifications valid andcurrent, and toindemnify andholdharmlessCityfromanyandalllosses, damages, costs, liabilities, damages, costsandattorney fees resulting from any failure byProfessional todoso. This indemnification obligation shall survive thetermination ofthisAgreement. 7.9 Indemnification Professional shall indemnify andholdharmlessCityanditsofficers, officials, employees andagentsfromall losses, liabilities, claims, judgments and liens, including, butnotlimitedto, alldamages, costs, expenses and attorney fees arising outofanyintentional ornegligent actoromission ofProfessional and/oranyofits employees, agents orcontractors intheperformance ofthisAgreement. Thisindemnification obligation shall survive thetermination ofthisAgreement. C:\Users\\\clivingston\\AppData\\Local\\Microsoft\\Windows\\INetCache\\Content.Outlook\\562V7G6G\\Bloomington Energy Envrionmental Intelligence LLC Professional Services. doc:3/10/2021 1:01 PM\] 4 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Bloomington Energy & Environmental Intelligence, LLC, dbaGnarlyTreeSustainability Institute Department ofCommunity Service - 2021 Appropriation #119243-509.00; P.O.#104800 Contract NotToExceed $11,825.00 7.10 Discrimination Prohibition Professional represents andwarrants thatitandeachofitsemployees, agents andcontractors shall comply withallexistingandfuturelawsprohibiting discrimination against anyemployee, applicant foremployment and/orotherpersoninthesubcontracting ofworkand/orintheperformance ofanyServices contemplated by thisAgreement with respect tohire, tenure, terms, conditions orprivileges ofemployment oranymatter directly orindirectly related toemployment, subcontracting orworkperformance hereunder because ofrace, religion, color, sex, handicap, national origin, ancestry, age, disabled veteran status orVietnam eraveteran status. This indemnification obligation shall survive thetermination ofthisAgreement. 7.11 E-Verify Pursuant toI.C. § 22-5-1.7etseq., Professional shall enroll inandverifytheworkeligibilitystatusofallofits newly-hired employees using theE-Verify program, ifithasnotalready done soasofthedateofthis Agreement. Professional isfurther required toexecute theattachedAffidavit, herein referred toasExhibitD, which isanAffidavit affirming that: (i) Professional isenrolled and isparticipating intheE-verify program, and ii) Professional does not knowingly employ anyunauthorized aliens. This Addendum incorporates by reference, andinitsentirety, attached Exhibit D. InsupportoftheAffidavit, Professional shall provide theCity with documentation that ithasenrolledandisparticipating intheE-Verify program. ThisAgreement shall not take effect until saidAffidavitissignedbyProfessional anddeliveredtotheCity’sauthorized representative. Should Professional subcontract fortheperformance ofanyworkunderthisAddendum, the Professional shall require anysubcontractor(s) tocertifybyaffidavit that: (i) thesubcontractor does not knowingly employ orcontract withanyunauthorized aliens, and (ii) thesubcontractor hasenrolledandis participating intheE-verify program. Professional shall maintain acopyofsuchcertification fortheduration ofthetermofanysubcontract. Professional shall also deliver acopyofthecertification totheCitywithin seven (7) daysoftheeffectivedateofthesubcontract. IfProfessional, oranysubcontractor ofProfessional, knowingly employs orcontracts withany unauthorized aliens, orretainsanemployee orcontractwithaperson that theProfessional orsubcontractor subsequently learns isanunauthorized alien, Professional shall terminate theemployment oforcontract with theunauthorized alien within thirty (30) days (“Cure Period”). Should theProfessional oranysubcontractor of Professional failtocurewithintheCurePeriod, theCityhastherighttoterminate thisAgreement without consequence. TheE-Verify requirements ofthisAgreement willnotapply, should theE-Verify program cease toexist. 7.12 Severability Ifanyprovision ofthisAgreement isheldtobeinvalid, illegal orunenforceable byacourtofcompetent jurisdiction, thatprovision shall bestricken, andallotherprovisions ofthisAgreement that canoperate independently ofsameshallcontinue infullforceandeffect. C:\Users\\\clivingston\\AppData\\Local\\Microsoft\\Windows\\INetCache\\Content.Outlook\\562V7G6G\\Bloomington Energy Envrionmental Intelligence LLC Professional Services. doc:3/10/2021 1:01 PM\] 5 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Bloomington Energy & Environmental Intelligence, LLC, dbaGnarlyTreeSustainability Institute Department ofCommunity Service - 2021 Appropriation #119243-509.00; P.O.#104800 Contract NotToExceed $11,825.00 7.13 Notice Any notice, invoice, order orothercorrespondence required orallowed tobesentpursuant tothisAgreement shall bewrittenandeitherhand-delivered orsentbyprepaid U.S. certified mail, return receipt requested, addressed tothepartiesasfollows: CITY: CityofCarmel CityofCarmel Department ofCommunity Service Department ofLaw OneCivicSquare OneCivicSquare Carmel, Indiana 46032 Carmel, Indiana 46032 PROFESSIONAL: Gnarly Tree Sustainability Institute 7478 EastRushRidgeRoad Bloomington, Indiana 47401 Notwithstanding theabove, CitymayorallyprovidetoProfessional anynoticerequiredorpermitted bythis Agreement, provided that such notice shall also then besentasrequiredbythisparagraph within ten (10) business days from thedateofsuchoralnotice. 7.14 Effective Date Theeffectivedate (“Effective Date”) ofthisAgreement shall bethedateonwhichthelastoftheparties hereto executes same. 7.15 Governing Law; Lawsuits This Agreement shall begoverned byandconstrued inaccordance with thelawsoftheState ofIndiana, except foritsconflictoflawsprovisions, aswellasbyallordinances andcodesoftheCityofCarmel, Indiana. Thepartiesagreethat, intheeventalawsuitisfiledhereunder, theywaiveanyright toajurytrial theymayhave, agree tofilesuchlawsuit inanappropriate court inHamilton County, Indiana only, andagree that such court istheappropriate venue forandhasjurisdiction over same. 7.16 Waiver Anydelayorinactiononthepartofeitherpartyinexercising orpursuing itsrightsand/orremedies hereunder orunder lawshallnotoperatetowaiveanysuchrightsand/orremedies nor inanywayaffecttherightsof such party torequiresuchperformance atanytimethereafter. C:\Users\\\clivingston\\AppData\\Local\\Microsoft\\Windows\\INetCache\\Content.Outlook\\562V7G6G\\Bloomington Energy Envrionmental Intelligence LLC Professional Services. doc:3/10/2021 1:01 PM\] 6 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Bloomington Energy & Environmental Intelligence, LLC, dbaGnarlyTreeSustainability Institute Department ofCommunity Service - 2021 Appropriation #119243-509.00; P.O.#104800 Contract NotToExceed $11,825.00 7.17 Non-Assignment Professional shall not assign orpledgethisAgreement nor delegate itsobligations hereunder without City’s prior written consent. 7.18 Entire Agreement This Agreement contains theentireagreement ofandbetween thepartiesheretowithrespect tothesubject matter hereof, andnoprioragreement, understanding orrepresentation pertaining tosuchsubjectmatter, written ororal, shall beeffective foranypurpose. NoprovisionofthisAgreement may beamended, added to orsubtracted fromexceptbyanagreement inwritingsignedbybothpartiesheretoand/ortheirrespective successors ininterest. Totheextentanyprovision contained inthisAgreement conflicts withanyprovision contained inanyexhibitattached hereto, theprovision contained inthisAgreement shall prevail. 7.19 Representation andWarranties Each party hereto represents andwarrantsthatitisauthorized toenterintothisAgreement and that any person orentityexecuting thisAgreement onbehalfofsuchpartyhastheauthority tobindsuchpartyorthe party which they represent, asthecasemaybe. 7.20 Headings All headings andsections ofthisAgreement are inserted forconvenience only and donotformapartofthis Agreement norlimit, expand orotherwise alter themeaningofanyprovisionhereof. 7.21 Advice ofCounsel ThepartieswarrantthattheyhavereadthisAgreement and fully understand it, have hadanopportunity to obtain theadviceandassistance ofcounsel throughout thenegotiation ofsame, andenterintosamefreely, voluntarily, andwithoutanyduress, undue influence orcoercion. 7.22 Copyright City acknowledges that various materials which may beused and/orgenerated byProfessional in performance ofServices, including forms, jobdescription formats, comprehensive position questionnaire, compensation andclassification plan and reports arecopyrighted. Cityagreesthatallownership rights and copyrights thereto liewithProfessional, andCitywillusethemsolelyforandonbehalfofitsownoperations. City agrees that itwilltakeappropriate action with itsemployees tosatisfy itsobligations with respect touse, copying, protection andsecurityofProfessional’sproperty. 7.23 Personnel Professional represents that ithas, orwillsecureatitsownexpense, allpersonnel required inperforming the services under thisagreement. Suchpersonnel shall notbeemployees oforhaveanycontractual relationship withCity. Alloftheservices required hereunder willbeperformed byProfessional orunderhis supervision andallpersonnel engaged intheworkshallbefullyqualified toperformsuchservices. C:\Users\\\clivingston\\AppData\\Local\\Microsoft\\Windows\\INetCache\\Content.Outlook\\562V7G6G\\Bloomington Energy Envrionmental Intelligence LLC Professional Services. doc:3/10/2021 1:01 PM\] 7 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Bloomington Energy & Environmental Intelligence, LLC, dbaGnarlyTreeSustainability Institute Department ofCommunity Service - 2021 Appropriation #119243-509.00; P.O.#104800 Contract NotToExceed $11,825.00 7.24 Records and Inspections Professional shall maintain fullandaccurate records with respect toallmatters covered under this agreement for three (3) years after theexpirationorearlytermination ofthisAgreement. Cityshallhavefree access atallproper times tosuchrecordsandtherighttoexamineandauditthesameandtomake transcripts there from, and toinspectallprogramdata, documents, proceedings andactivities. 7.25 Accomplishment ofProject Professional shall commence, carryon, andcomplete theprojectwithallpracticable dispatch, inasound economical andefficientmanner, inaccordance with the provisions thereof andallapplicable laws. In accomplishing theproject, Professional shall take such steps asareappropriate toensure that the work involved isproperly coordinated with related work being carried onwithinCity’sorganization. 7.26 Debarment AndSuspension 7.26.1 TheProfessional certifies byentering into thisAgreement that neither itnoritsprincipals noranyof itssubcontractors arepresently debarred, suspended, proposed fordebarment, declared ineligible or voluntarily excluded fromenteringintothisAgreement byanyfederal agency orbyanydepartment, agency orpoliticalsubdivision oftheStateofIndiana. The term “principal” forpurposes ofthisAgreement means an officer, director, owner, partner, keyemployee orotherpersonwithprimarymanagement orsupervisory responsibilities, orapersonwhohasacriticalinfluence onorsubstantive control over theoperations ofthe Professional. 7.26.2 TheProfessional certifies that ithasverifiedthestateandfederalsuspension and debarment status forallsubcontractors receiving funds under thisAgreement andshallbesolelyresponsible forany recoupment, penalties orcoststhatmightarisefromuseofasuspended ordebarred subcontractor. The Professional shall immediately notify theCity ifanysubcontractor becomes debarred orsuspended, and shall, attheCity’srequest, take allstepsrequiredbytheCitytoterminate itscontractual relationship with the subcontractor forworktobeperformed under thisAgreement. 7.27 Access toPublicRecords Act Professional understands andagreesthatany “public record”, asthattermisdefinedinIndianaCode5-14-3- 2(m), asamended, thatisrelated tothesubjectmatterofthisAgreement, whether thesameisinthe possession orcontroloftheProfessional ortheCity, shall besubjecttoreleaseunderandpursuant tothe provisions ofIndiana’sAccess toPublicRecords Act, ascodified inIndiana Code5-14-3-1, et seq., as amended. 7.28 IRAN CERTIFICATION. Pursuant toI.C. § 5-22-16.5, theProfessional shall certify that, insigning thisAgreement, itdoesnotengage ininvestment activities within theCountryofIran. C:\Users\\\clivingston\\AppData\\Local\\Microsoft\\Windows\\INetCache\\Content.Outlook\\562V7G6G\\Bloomington Energy Envrionmental Intelligence LLC Professional Services. doc:3/10/2021 1:01 PM\] 8 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Bloomington Energy & Environmental Intelligence, LLC, dbaGnarlyTreeSustainability Institute Department ofCommunity Service - 2021 Appropriation #119243-509.00; P.O.#104800 Contract NotToExceed $11,825.00 INWITNESS WHEREOF, thepartiesheretohavemadeandexecuted thisAgreement asfollows: CITY OFCARMEL, INDIANA Bloomington Energy & Environmental Intelligence, LLC byandthrough itsBoardofPublic dbaGnarlyTreeSustainability Institute Works andSafety BY: BY: James Brainard, Presiding Officer Authorized Signature Date: Printed Name: Title: Mary AnnBurke, Member Date: FID/TIN: Last Four ofSSNifSoleProprietor: LoriS. Watson, Member Date: Date: ATTEST: SueWolfgang, Clerk Date: C:\Users\\\clivingston\\AppData\\Local\\Microsoft\\Windows\\INetCache\\Content.Outlook\\562V7G6G\\Bloomington Energy Envrionmental Intelligence LLC Professional Services. doc:3/10/2021 1:01 PM\] 9 Stephanie Richards Managing Principal 26-4004563 10 March 2021 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 3/17/2021 3/17/2021 3/17/2021 3/17/2021 2February, 2021 Proposal CITYOFCARMELCLIMATE ACTIONPLAN FYIJCJU B) 2pg9* DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 1. Introduction TheCityofCarmelparticipated inthe2020Environmental Resilience Cohort anddevelopeda 2018GHGinventory, designed andadministeredacommunitysurveytosolicitpublicinputinto theclimateactionplanningprocess, andbegandevelopingclimateplanningscenarios. ThisdocumentdescribesaproposedprojectbyGnarlyTreeSustainability Institute (GTSI) to support theCityinleveragingthisbackground research todevelopaClimateActionPlan (CAP). Section2describestheproposedworkbrokenoutbydiscretebutinterrelatedtasks; Section3 provides aprojectbudgetandabriefdescriptionofthetimelinefortheproject; andSection4 briefly describes GTSIandkeyteammembers. TheappendixprovidesCVsforcoreGTSIstaff. 2. Proposed ProjectWork GTSI proposes tobuilduponthestrongfoundationCityofCarmelhasestablished forthiswork through completion ofthetasksdescribedinthissection. Task0: ProjectManagement TheGTSIteamwillhostavirtualkick-offmeetingwithrelevantCitystafftoreviewrelevant preparatory workandparticipateinupto8projectmanagement meetings thatmaybedesired byCityofCarmelthroughout theproject. Thistaskwillalsoencompassprojectandcontract management, including regular meetings andupdateswithCitystaff. Task1: DataReview TheGTSIteamwillreviewrelevantinformationprovidedbytheCityofCarmel, including: Available GHGinventoriesfrom2015and2018; ClearPath forecasts andemissionsreductiongoals; Proposed climate strategies (withinandexternaltoClearPath); Related Citydocuments, including itsComprehensive Plan; Survey results; and Summaries ofpublicandstakeholderengagementefforts. ThisbackgroundresearchwillformacriticalfoundationforbuildingaplanforCarm actions onclimatechange. GnarlyTreeSustainabilityInstitute FYIJCJU 1 B) 3pg9* DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Task2: DevelopmentofOptionsforClimateStrategies TheGTSIteamwillbuilduponthebackgroundresearchconductedunderTask1togetherwith theclimatestrategiesalreadydevelopedduringthe2020Environmental Resilience Cohort to createasetofoptionsformovingforwardintheplanningprocess. Thistaskwillincludesharing andexploringtheoptionswithateamofCityofCarmelstaffand/orexternalstakeholders. Task3: StakeholderEngagement TheGTSIteamwillco-leaduptofourvirtualmeetingswithstakeholder groups selected and recruited bytheCityofCarmelstaff. Thepurposeofthesemeetingswillbetosolicitopinions regarding alternative climate strategies. Depending onplanningandresourcepriorities, theCity maywishtousethesemeetingstosolicitinputfromcitydepartments, environmental groups, business groups, faithgroups, and/orresidentsfromunderrepresented groups. Task4: PlanDevelopment TheGTSIteamwillwriteacustomizedCAPfortheCityofCarmel, whichwillbebasedonthe following outline: Letter fromMayor, including political commitment toemissions reductions; Executive Summary; current GHGemissions; Description oftheprocessusedtoidentifyanddevelopCAPactions, including background research performed andstakeholder engagement conducted; Upto5topicalchapters, suchasBuildingsandEnergy, Transportation, Waste, LocalFood andAgriculture, andGreenspace; and Conclusions andNextSteps. ThedraftCAPwillbeformattedusingabasiconlinedesignprogramsoitisattractively presented forinternalandexternalreview. OncethedraftplanhasbeensubmittedtotheCityofCarmel, Citystaffmaychoosetosolicitfurtherfeedbackonthedraftplanfrominternalandexternal stakeholders. TheGTSIteamwillsupplytheCityofCarmelwithaPowerPoint presentation that highlights keyelementsofthedraftclimateactionplan, whichcouldbeusedbytheCityofCarmel toleadsupplemental stakeholder engagement effortsanditspubliccommentandreview processes. IftheCityofCarmelcollatesalistofallrequestedchangestotheCAP, basedoninternalreview and/ortheresultsofstakeholder engagement, intoasingledocumentwithin6weeksof submission ofthedraftCAP, theGTSIteamwillincorporateallrequestedchangesintothefinal document andreformatthedocumentforfinalsubmissiontotheCity. GnarlyTreeSustainabilityInstitute FYIJCJU 2 B) 4pg9* DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 AdditionalTasks ThissectionbrieflydescribessomeadditionaltasksthattheGTSIteamcouldcarryoutbutare beyond thescopeoftheprojectaspresentlydescribedandbudgeted. IfdesiredbytheCity, these additional taskscouldbeincorporated intotheprojectworkplanandbudget. First, theproposedbudgetonlyincludesabasiclevelofstakeholder engagement necessary to develop thedraftCAP, asdescribedunderTask3. Itdoesnotcurrentlyincludeestimatesfortime andmaterialsthatwouldbeneededforlargerinvolvement inadditional publicandstakeholder engagement theCityofCarmelmaywishtoconductforplanningpurposesand/orthepublic review andcommentprocess. GTSI anditspartnershaveextensiveexperienceinpublicand stakeholder engagement; anduponrequest, theGTSIteamcouldeitherconsulttheCityonor leadthe Ifdesired, ourteamcouldalsoperformareviewoftheGHGinventorydevelopedthroughthe Resilience Cohort. ItcouldleadcapacitybuildingworkshopsontheuseofClearPathsoftwarefor cityemployees. Pleasenotetheadditionalservicesoutlinedinthissectionwouldneedtobe provided atanadditional costbasedonprevailingconsultancy ratesinlinewiththebudgetshown inSection3. Ifrequested, ourteamcouldalsoobtainestimatesforprofessional design services forthefinaldocument. 3. Proposed ProjectBudgetandTimeline Table1summarizes thebudgetoftheproposedproject, encompassing theworkdescribedunder Tasks0through4inSection2. Thepriceforthisprojectasproposedwouldbe $11,825onafixed feebasis. TheprojectwillbecarriedoutbycoreGTSIteammembersStephanieHayesRichardsandEmily Affairs graduate student Carolyn Townsend under closestaffsupervision. Formoreinformation ontheseteammembers, seeSection4. Table1: Proposed LaborBudgetandCostbyTask HoursbyTask Name 0 1 2 3 4 Total Stephanie Richards (Managing Principal) 6 10 3 15 25 59 EmilyGiovanni (Senior Consultant) 4 10 12 0 10 36 Carolyn Townsend (Research Associate) 0 25 25 20 80 150 TotalLaborHours 10 45 40 35 115 245 TotalCost $ 850 $ 2,325 $ 1,900 $ 1,775 $ 4,975 $ 11,825 GnarlyTreeSustainabilityInstitute FYIJCJU 3 B) 5pg9* DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 GTSI anticipates thattheprojectwilloccuroveran18-weekperiod, beginning theweekof February 1, 2021andconcludingbyMay31, 2021, asdetailedinFigure1. Notethatsuccessfuland timelycompletionoftheprojectwillalsobedependentonCitypersonnelcompletingkeytasks including reviewofandfeedbackonkeyGTSIdeliverables underTasks2and4andscheduling andorganizingthestakeholdermeetingsasdescribedunderTask3. Figure 1: Proposed Project Timeline 4. TeamDescription GTSI isawoman-owned small business andcertifiedB-corporation thatworkswithuniversity facultyandstudentstointegratepolicyandmanagement theorywithlessonsfrombest management practices toprovideclientswithcost-effective, creative, intelligent, and approach toengagingfacultyandstudentsonappliedprojectsenablesittofulfillitsmissionof GnarlyTreeSustainabilityInstitute FYIJCJU 4 B) 6pg9* DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 isregisteredwiththeU.S. Small Business Administration asaDisadvantaged Woman-Owned Small Business andisintheprocessofworkingwiththeIndianaDepartment ofAdministration toregiste GTSI associates EmilyGiovanni, Kenneth Richards andStephanieRichardstogetherwith colleagues fromBrightonObservatoryofEnvironment andEconomics (BOEE) arecurrently assisting UnitedKingdom-based biotechnology firmMologicwithapreliminaryEnvironmental andSocialImpactAssessment fortheconstruction ofarapidCOVID-19testmanufacturing plant inDakar, Senegal. EmilyandStephaniearealsoworkingwithCommunityJusticeandMediation Center (CJAM) ontheRobertWoodJohnsonFoundationfundedCommunityVoicesforHealthin Monroe County initiative, todevelopbestpracticesininclusiveandequitablepublicengagement around community health issues. GTSIalsohasawiderangeofapplicablerecentprojects. InsupportofTheWildernessSociety, for example, Emily ledthedevelopment ofaNetZeroGHGaccounting framework thattheU.S. BureauofLandManagement (BLM) fieldofficescanusetoidentifyandevaluateplanningactions toavoid, minimize, andoffsetGHGemissionsfromoilandgasdevelopment onfederallands. Emilyalsorecentlyledananalysistomodeltheeconomicimpactofproposedsolarfarmsin Indiana foraMidwest-basedenergycompany. EmilyandStephaniedevelopedaback-castofGHG emissions covering theperiod2005to2017fortheCityofBloomington, which entailed the development ofamodeltointegrateandassessdatasetsfromavarietyofsourcesandsectors, as wellaspopulationoftheinventoryintheICLEIClearPathsoftware. GTSI associates andateamofSouthAfricanexpertsrecentlyworkedwiththeRepublicofSouth AfricaNationalTreasurytohelppositionitscarbonoffsetsprogramasanalternativeformof workfortheuseof newcarbonoffsetsstandardsinSouthAfricaandcreatingarelatedguidebook forallstakeholders involved incarbonoffsetsprojects. GTSIalsosupportsanongoingprojectwiththeU.S. Federal Government toenhanceitssupplychainriskmanagement andsustainability efforts, aproject which hasinvolvedextensivestakeholder engagement inthegovernment andprivatesectorsand supply chainanalysis. In2018, GTSIandpartnersdevelopedacomprehensive 5-yearsustainabilityactionplan (SAP) for theCityofBloomington. Theteambegantheplanningprocesswithaminicourseon sustainability andledstakeholder engagement efforts, including surveys, personal meetings, working groupsessions, andopenhousestocollectfeedbackfrom ~200communitymembers. Theteamconductedabenchmarking analysis ofsustainability metrics andactivitiesinfiveother citiesofsimilarsizeandcompositionandreviewedrecommended metricsandactionsincluded insustainability frameworks formunicipalities. Throughout theprocess, GTSI collaborated with CityofBloomingtonstaffmemberstoidentifyappropriateandfeasiblegoals, metrics, andactions forthefiveyearsoftheplan, andidentifiedopportunities forcollaboration between community organizations andtheCityofBloomington. Theresultantplanwasadoptedbyaunanimousvote oftheBloomington CityCouncilinOctober2018andwidelypraisedbythestakeholder groups involved. ThisplanwasalsohighlightedbytheIndianaDepartmentofEnvironmental GnarlyTreeSustainabilityInstitute FYIJCJU 5 B) 7pg9* DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 Management (IDEM) Commissioner 1 Environmental Excellence. GTSI anditsassociatesalsorecentlyledtheeconomicmodelingeffortsfortheWorldBankCosta Ricaemissionslevyproject, whichentailedthedevelopmentofapartialequilibriummodel, advanced MotorVehicle Emission Simulator (MOVES) model, toassesstheeconomicandenvironmental impacts ofan emissions levyoncarbondioxideandlocalpollutantsassociatedwithstationaryandmobile sources. GTSIalsoledthedevelopment oftheeconomic framework fortheWorldBankCarbon TaxGuideand17ofthemostdetailedavailablecarbontaxcasestudies; andhasworkedwiththe WorldBankandtheUnitedNationstocreateeLearningmodulesrelatedtothiswork. Additional pastprojectsbyGTSIassociateshaveincludedadvicetotheWorldBankonenvironmental taxation inVietnam; ongoing sustainability executive education toparticipants intheNational University ofSingaporeExecutiveMBAprogram; analysis ofproposedclimatelegislationforthe OfficeofSenatorRichardG. Lugar; areviewofbiofuelslifecycleanalysisfortheU.S. EPA; management oflegalrequirements under theU.S. National Environmental PolicyActfortheU.S. Forest Service; areviewofenvironmental policies andprogramsinAzerbaijanfortheU.S. Agency forScienceandInternational Affairs. Stephanie HayesRichardsisthefounderandmanagingprincipalofGTSI. Ms. Richards has stronganalyticalcapabilitiesincludingcomparativeenvironmental policy, supply chainrisk management, publicandstakeholder engagement, sustainability management, andthedesignof voluntary environmental agreements. Stephanie received herMasterinPublicAffairs (MPA) theKelleySchoolofBusinessin2007. ShealsoholdsaBachelorofArts (BA) degreeingovernment fromCampbellUniversity. EmilyGiovanniisaseniorconsultantwithGTSI. Shehasoveradecadeofexperienceindata management andanalysis, andinbuildingspreadsheet models insupportofenvironmental policies, tailoring eachmodelbasedonclient-defined objectives andparameters; dataavailability andformat; endusertechnicalexpertise, knowledge, andobjectives; degree andnatureof uncertainty regarding keyinputsandassumptions; andotherfactors. Emilyalsohasextensive experience inenvironmental policy benefit, cost, andeconomicimpactresearchandanalysesin theUnitedStatesandinternationally. EmilyearnedherMasterinPublicAffairsandMasterof Emilyspentovereightyearsconductingcost, benefit, andeconomicimpactanalysesof environmental policies andregulations fortheU.S. Environmental Protection Agency andother clients. Carolyn Townsend isaresearchassociatewithGTSIwhoispursuingherMasterinPublicAffairs Environmental Affairs. SheservedasaClimateFellowinthe2020Environmental Resilience 1https:/bloomington./in.gov/news/2019/09/23/4215 GnarlyTreeSustainabilityInstitute FYIJCJU 6 B) 8pg9* DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 which thecommunity received the2020GreenCommunityoftheYearAwardfromAccelerate IndianaMunicipalities (AIM). Aspartofthisproject, sheanal conducted 8townhallmeetings, led40stakeholder meetings/focusgroups, designed and administered anonlinesurveythatreceive1,800responses, andlaunchedaWebsiteforthe Climate ActionPlan. Inaddition, sheservesasaSustainability FellowintheCityofBloomington Department ofEconomicandSustainableDevelopment Department, andhasbeenassistingwith designation; and- 19 response, andenergyefficiencyprograms. ShealsoreceivedherMasterofArtsdegreeinteaching whileservingintheTeachforAmericaprograminIndianapolis asaneighth-grade science teacher. ShealsohasaBachelorofScienceinEnvironmental Science fromBostonCollege. GnarlyTreeSustainabilityInstitute FYIJCJU 7 B) 9pg9* DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 EXHIBIT B Invoice Date: Name of Company: Address & Zip: Telephone No.: Fax No.: Project Name: Invoice No. Purchase Order No: Goods Services Person Providing Goods/ Services Date Goods/ Service Provided Goods/Services Provided Describe each good/ service separately and in detail) Cost Per Item Hourly Rate/ Hours Worked Total GRAND TOTAL Signature Printed Name DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 EXHIBIT C INSURANCE COVERAGES Worker’ s Compensation & Disability Statutory Limits Employer’sLiability: Bodily Injury by Accident/Disease: $ 100,000 each employee Bodily Injury by Accident/ Disease: $ 250,000 each accident Bodily Injury by Accident/Disease: $ 500,000 policy limit Property damage, contractual liability, products- completed operations: General Aggregate Limit ( other than Products/Completed Operations): $ 500,000 Products/ Completed Operations: $ 500,000 Personal & Advertising Injury Policy Limit: $ 500,000 Each Occurrence Limit: $ 250,000 Fire Damage (any one fire): $ 250,000 Medical Expense Limit ( any one person): $ 50,000 Comprehensive Auto Liability (owned, hired and non-owned) Bodily Single Limit: $ 500,000 each accident Injury and property damage: $ 500,000 each accident Policy Limit: $ 500,000 Umbrella Excess Liability Each occurrence and aggregate: $ 500,000 Maximum deductible: $ 10,000 DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 EXHIBIT D AFFIDAVIT being first duly sworn, deposes and says that he/she is familiar with and has personal knowledge of the facts herein and, if called as a witness in this matter, could testify as follows: 1. I am over eighteen ( 18) years of age and am competent to testify to the facts contained herein. 2. I am now and at all times relevant herein have been employed by the “ Employer”) in the position of ______________________________________. 3. I am familiar with the employment policies, practices, and procedures of the Employer and have the authority to act on behalf of the Employer. 4. The Employer is enrolled and participates in the federal E-Verify program and has provided documentation of such enrollment and participation to the City of Carmel, Indiana. 5. The Company does not knowingly employ any unauthorized aliens. FURTHER AFFIANT SAYETH NOT. EXECUTED on the _________ day of __________________________20_, __. Printed:_____________________________ I certify under the penalties for perjury under the laws of the United States of America and the State of Indiana that the foregoing factual statements and representations are true and correct. Printed: _____________________________ Stephanie Richards Gnarly Tree Sustainability Institute Managing Principal 10 March 21 Stephanie Richards DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754 INDIANARETAILTAXEXEMPTPage1of1 CityofCarmel0031201550020 CERTIFICATENO.PURCHASEORDERNUMBER FEDERALEXCISETAXEXEMPT 104800 ONECIVICSQUARE 35-6000972 THIS NUMBER MUST APPEAR ON INVOICES, A/P VOUCHER, DELIVERY MEMO, PACKING SLIPS, CARMEL, INDIANA46032-2584 SHIPPING LABELS AND ANY CORRESPONDENCE FORMAPPROVEDBYSTATEBOARDOFACCOUNTSFORCITYOFCARMEL - 1997 PURCHASE ORDER DATE DATE REQUIRED REQUISITION NO. VENDOR NO. DESCRIPTION 12/ServicesfortheClimateActionPlanfor202115/2020375361 GNARLY TREE SUSTAINABILITY INST DeptofCommunity Service VENDORSHIP 7478EASTRUSHRIDGERD 1CivicSquare TO Carmel, IN 46032- BLOOMINGTON, IN 47401 - PURCHASE ID BLANKET CONTRACT PAYMENT TERMS FREIGHT 52500 QUANTITYUNIT OF MEASUREDESCRIPTIONUNIT PRICEEXTENSION Department: 1192101General Fund: Fund Account: 43-509.00 1EachConsultant Services$ 11,825.00$ 11,825.00 SubTotal 11,825.00 SendInvoiceTo: DeptofCommunity Service 1CivicSquare Carmel, IN 46032- PLEASEINVOICEINDUPLICATE DEPARTMENTACCOUNTPROJECTPROJECT ACCOUNTAMOUNT PAYMENT 11,825.00 A/P VOUCHER CANNOT BE APPROVED FOR PAYMENT UNLESS THE P.O. NUMBER ISMADE A SHIPPINGINSTRUCTIONS PART OF THE VOUCHER AND EVERY INVOICE AND VOUCHER HAS THE PROPER SWORN SHIP PREPAID. AFFIDAVIT ATTACHED. IHEREBY CERTIFY THAT THERE IS AN UNOBLIGATED BALANCE IN C.O.D. SHIPMENT CANNOT BE ACCEPTED. THIS APPROPRIATION SUFFICIENT TO PAY FOR THE ABOVE ORDER. PURCHASE ORDER NUMBER MUST APPEAR ON ALL SHIPPING LABE THIS ORDER ISSUED IN COMPLIANCE WITH CHAPTER 99, ACTS 194 ANDACTSORDEREDBY AMENDATORY THEREOF AND SUPPLEMENT THERETO. MikeHollibaughJamesCrider TITLE DirectorDirectorofAdministration CONTROL NO. 104800 CONTROLLER DocuSign Envelope ID: FC5D7196-8786-4D11-9FAA-BE2110A95754