Agenda packet, regular meeting — Buena Park City Council, May 14, 2024 (part 3 of 3)

City of Buena Park Development Impact Fee Nexus Study Update 16 Table 3.2: Parkland Inventory
Name
Developed
Acres
Boisseranc Park 20.00
Carl Brenner Park 4.50
Community Gymnasium 1.00
Ehlers Event Center 6.00
George Bellis Park 22.50
Images Park 0.50
John Beat Park 2.00
Lawrin Park 5.90
Charles A. Lindbergh Park 1.00
Rick Gomez Park 0.46
San Antonio Park 4.50
San Marino Park 6.00
Silverado Trail 22.60
Smith-Murphy Park 6.90
Whitaker School Park 3.29
William Peak Park 15.80
Total 122.95
Source: City of Buena Park, Park Amenity Inventory, 2023.

Table 3.3 displays the City’s inventory of special use facilities. The replacement cost of these buildings was conservative estimated at $300 per square foot . The total assumed replacement cost of these facilities is divided by the existing acres of improved parkland to determine a special use facilities cost per park acre.

City of Buena Park Development Impact Fee Nexus Study Update 17 Table 3.3: Special Use Facilities Inventory
Quantity Units
Community Center 23,689 Sq. Ft.

BPCC Outside Break Room 780 Sq. Ft.

Senior Center 24,056 Sq. Ft.

Ehlers Administration Offices 5,766 Sq. Ft.

Bellis Maintenance Yard 2,200 Sq. Ft.

Boisseranc Clubhouse 2,100 Sq. Ft.

Brenner Clubhouse 1,600 Sq. Ft.

Peak Park Pool 4,900 Sq. Ft.

Peak Park Clubhouse 900 Sq. Ft.

Total 65,991
Average Building Cost per Sq. Ft. 300$
Total Replacement Cost 19,797,300$
Total Developed Park Acres 122.95
Special Use Facilities Cost per Acre 161,019$
Sources: City of Buena Park; Willdan Financial Services.

Parkland and Park Facilities Unit Costs
Table 3.4 displays the unit costs necessary to develop parkland in Buena Park. The land cost assumption was based on an analysis of recent land sales since 2018 within the City of Buena Park using data from CoStar. An estimate of $ 750,000 per acre for standard parkland improvements is based on Willdan’s recent experience with other local agencies in California . In total, it costs approximately $ 2.6 million to acquire and improve an acre of parkland in Buena Park.

Table 3.4: Park Facilities Unit Costs
Cost
Per Acre
Share of
Total Costs
Standard Park Improvements 750,000$
Special Use Facilities 161,019
Total Improvement Cost per Acre 911,019$ 26%
Land Acquisition 2,571,700 74%
Total Cost per Acre 3,482,719$ 100%
Sources: CoStar; Table 3.3, Willdan Financial Services.

City of Buena Park Development Impact Fee Nexus Study Update 18 Park Facility Standards
Park facility standards establish a reasonable relationship between new development and the need for expanded park facilities. Information regarding the City’s existing inventory of existing parks facilities was obtained from City staff.

The most common measure in calculating new development’s demand for parks is the ratio of park acres per resident. In general, facility standards may be based on a jurisdiction’s existing inventory of park facilities, or an adopted policy standard contained in a master facility plan or general plan. Facility standards may also be based on a land dedication standard established by the Quimby Act.1
Quimby Act Standard
The Quimby Act specifies that the dedication requirement must be a minimum of 3.0 acres and a maximum of 5.0 acres per 1,000 residents. A jurisdiction can require residential developers to dedicate above the three -acre minimum if the jurisdiction’s existing park standard at the time it adopted its Quimby Act ordinance justifies the higher level (up to five acres per 1,000 residents).

The standard used must also conform to the jurisdiction’s adopted general or specific plan standards.

The Quimby Act only applies to land subdivisions. The Quimby Act would not apply to residential development on future approved projects on single parcels, such as apartment complexes and other multifamily development.

The Quimby Act allows payment of a fee in lieu of land dedication. The fee is calculated to fund acquisition of the same amount of land that would have been dedicated.

The Quimby Act allows use of in -lieu fee revenue for any park or recreation facility purpose.

Allowable uses of this revenue include land acquisition, park improvements including recreation facilities, and rehabilitation of existing park and recreation facilities. The Quimby Act generally requires that fees be used for neighborhood and community park acreage to serve the subdivision, except in limited circumstances.

City of Buena Park Parkland Facilities Standards
Table 3.5 shows the existing standard for improved park acreage per 1,000 residents based on the type of parkland. In total the City has an existing parkland standard of 1.49 acres per 1,000 residents, which is less than the minimum Quimby standard of 3.0 acres per 1,000 residents. The City has a park improvement standard of 1.49 acres per 1,000 residents. The impact fee analysis in this report will be based on maintaining the City’s 1.49 acre per 1,000 resident standard as new development adds demand for parks in Buena Park. Fees in -lieu of land dedication for subdivisions are calculated at the minimum Quimby standard of 3.0 acres of developed parkland per 1,000 residents.

1 California Government Code §66477.

City of Buena Park Development Impact Fee Nexus Study Update 19 Table 3.5: Parkland Standards
Developed Park Acreage 122.95
Service Population (2023) 82,535
Existing Level of Service (Acres per 1,000 Residents) 1.49 Quimby Act Standard (Acres per 1,000 Residents) 3.00
Sources: Tables 3.1 and 3.2.

Facilities Needed to Accommodate New Development
Table 3.6 shows the park facilities needed to accommodate new development at the existing standard. To achieve the standard by the planning horizon, depending on the amount of development subject to the Quimby Act, new development must fund the purchase and improvement of between 42.21 and 84.99 parkland acres.

The facility standards and resulting fees under the Quimby Act are higher because development will be charged to provide 3.0 acres of parkland per 1,000 residents, and 1.49 acres of improvements, whereas development not subject to the Quimby Act will be charged to provide only 1.49 acres of parkland and improvements per 1,000 residents. Since the exact amount of development that will be subject to the Quimby fees is unknown at this time, Table 3.6 presents the range of total facility costs that may be incurred depending on the amount of development subject to the Quimby Act.

City of Buena Park Development Impact Fee Nexus Study Update 20 Table 3.6: Park Facilities to Accommodate New Development Calculation Parkland Improvements Total Range 1
Parkland (Quimby Act), Improvements (Mitigation Fee Act) 2 Facility Standard (acres/1,000 capita) A 3.00 1.49 Growth in Service Population (2023 to 2045) B 28,331 28,331 Facility Needs (acres) C = A x B/1000 84.99 42.21 Average Unit Cost (per acre) D $ 2,571,700 $ 911,019 Total Cost of Facilities E = C x D $ 218,569,000 $ 38,454,000 $ 257,023,000 Parkland and Improvements - Mitigation Fee Act 3
Facility Standard (acres/1,000 capita) A 1.49 1.49 Growth in Service Population (2023 to 2045) B 28,331 28,331 Facility Needs (acres) C = A x B/1000 42.21 42.21 Average Unit Cost (per acre) D $ 2,571,700 $ 911,019 Total Cost of Facilities E = C x D $ 108,551,000 $ 38,454,000 $ 147,005,000 Note: Totals have been rounded to the thousands.
1 Values in this column show the range of the cost of parkland acquisition and development should all development be either subject to the Quimby Act, or to the Mitigation Fee Act, respectively. 2 Cost of parkland to serve new development show n if all development is subject to the Quimby Act (Subdivisions of 50 units or more).

Parkland charged at 3.0 acres per 1,000 residents; improvements charged at the existing standard. 3 Cost of parkland to serve new development show n if all development is subject to the Mitigation Fee Act. Parkland and improvements are charged at the existing standard.

Sources: Tables 3.1, 3.4, and 3.5.

Parks and Recreation Facilities Cost per Capita
Table 3.7 shows the cost per capita of providing new park facilities at the Quimby standard, and the existing facility standard. The cost per capita is shown separately for land and improvements.

The costs per capita in this table will serve as the basis of three fees:
• A Quimby Act Fee in -lieu of parkland dedication. This fee is payable by residential development occurring in subdivisions.
• A Mitigation Fee Act Fee for parkland acquisition. This fee is payable by residential development not occurring in subdivisions.
• A Mitigation Fee Act Fee for parkland improvements. This fee is payable by all residential development.

A development project pays either the Quimby Act Fee in-lieu of land dedication, or the Mitigation Fee Act Fee for land acquisition, not both. All development projects pay the Mitigation Fee Act Fees for park improvements.

City of Buena Park Development Impact Fee Nexus Study Update 21 Table 3.7: Park Facilities Investment Per Capita
Improvements
Calculation Quimby Fee OR Impact Fee AND Impact Fee
Parkland Investment (per acre) A 2,571,700$ 2,571,700$ 911,019$ Existing Standard (acres per 1,000 capita) B 3.00 1.49 1.49 Total Cost per 1,000 capita C = A x B 7,715,100$ 3,831,800$ 1,357,400$ Cost per Resident D = C / 1,000 7,715$ 3,832$ 1,357$ Sources: Tables 3.4 and 3.5.

Land

Use of Fee Revenue
The City plans to use park and recreation facilities fee revenue to purchase parkland and construct improvements to add to the system of park facilities that serves new development. The City may only use impact fee revenue to provide facilities and intensify usage of existing facilities needed to serve new development. The City should program fee revenue to capacity expanding projects annually through its CIP and budget process.

Fee Schedule
To calculate fees by land use type, the investment in park facilities is determined on a per resident basis for parkland acquisition, open space acquisition and parkland improvements.

These investment factors (shown in Table 3.7) are based on the unit cost estimates and the City’s existing facility standards.

Table 3.8 shows the maximum justified park and recreation facilities fee based on the existing standard per capita under the Quimby Act and under the existing park standard under the Mitigation Fee Act, respectively. The investment per capita is converted to a fee per dwelling unit using the occupancy density factor from Table 2.2. The fee per dwelling unit is converted into a fee per square foot by dividing the fee per dwelling unit by the assumed average square footage of a dwelling unit.

The total fee includes an administrative charge to fund costs that include: (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue, and cost accounting, mandated public reporting, and fee justification analyses.

In Willdan’s experience with impact fee programs, two percent of the base fee adequately covers the cost of fee program administration. The administrative charge should be reviewed and adjusted during comprehensive impact fee updates to ensure that revenue generated from the charge sufficiently covers, but does not exceed, the administrative costs associated with the fee program.

City of Buena Park Development Impact Fee Nexus Study Update 22 Table 3.8: Maximum Justified Park and Recreation Facilities Fee Schedule A B C = A x B D = C x 0.02 E = C + D F = E / Average
Cost Per Base Admin Fee per
Land Use Capita Density Fee 1 Charge1, 2 Total Fee Sq. Ft.3 Quimby Act - Subdivisions
Parkland 7,715$ 3.17 24,457$ 489$ 24,946$ 15.57$ Improvements 1,357 3.17 4,302 86 4,388 2.74 Total 9,072$ 28,759$ 575$ 29,334$ 18.31$ Mitigation Fee Act - Infill
Parkland 3,832$ 3.17 12,147$ 243$ 12,390$ 7.73$ Improvements 1,357 3.17 4,302 86 4,388 2.74 Total 5,189$ 16,449$ 329$ 16,778$ 10.47$ Sources: Tables 2.2 and 3.7.
2 Administrative charge of 2.0 percent for (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses.
1 Fee per average sized dw elling unit.
3 Assumes an average of 1,602 square feet per dw elling unit in the State of California per the 2019 American Housing Survey.

23 4. Transportation Facilities
This chapter details an analysis of the need for transportation facilities to accommodate new development. The chapter documents a reasonable relationship between new development and the impact fee for funding of these facilities.

Trip Demand
The need for transportation facilities is based on the trip demand placed on the system by development. A reasonable measure of demand is the number of average daily vehicle trips, adjusted for the type of trip. Vehicle trip generation rates are a reasonable measure of demand on the City’s system of street improvements across all modes because alternate modes (transit, bicycle, pedestrian) often substitute for vehicle trips.

The two types of trips adjustments made to trip generation rates to calculate trip demand are described below:
▪ Pass-by trips are deducted from the trip generation rate. Pass -by trips are intermediates stops between an origin and a destination that require no diversion from the route, such as stopping to get gas on the way to work. ▪ The trip generation rate is adjusted by the average length of trips for a specific land use category compared to the average length of all trips on the street system.

These adjustments allow for a holistic quantification of trip demand that takes trip purpose and length into account for fee calculation purposes.

Table 4.1 shows the calculation of trip demand factors by land use category based on the adjustments described above. Data is based on extensive and detailed trip surveys conducted in the Institute of Traffic Engineers (ITE), and by the San Diego Association of Governments (SANDAG). The trip rates and pass -by trip assumptions come from ITE. The trip length assumptions come from SANDAG. The surveys provide some of the most comprehensive databases available of trip generation rates, pass -by trips factors, and average trip length for a wide range of land uses.

City of Buena Park Development Impact Fee Nexus Study Update 24 Table 4.1: Trip Rate Adjustment Factors
Pass-by
Trips1
Primary
and
Diverted
Trips
Average
Trip
Length2
Adjust-
ment
Factor3 ITE Category
PM Peak
Hour
Trips4
Trip
Demand
Factor5
A B = 1 - A C
D = B x C
/ Avg. E F = D x E
Residential - per Dwelling Unit
Single Family 3% 97% 7.9 1.11 Single Family Housing (210) 0.99 1.10 Multifamily 3% 97% 7.9 1.11 Multifamily Housing (Low-Rise) (220) 0.57 0.63 Nonresidential - per 1,000 Sq. Ft.

Commercial 22% 78% 3.6 0.41 Shopping Center (820) 4.09 1.68 Office 4% 96% 8.8 1.22 General Office (710) 1.44 1.76 Industrial 2% 98% 9.0 1.28 General Light Industrial (110) 0.80 1.02 Sources: Institute of Traffic Engineers, Trip Generation Manual, 11th Edition; Institute of Traffic Engineers, San Diego Association of Governments, Brief Guide of Vehicular Traffic Generation Rates for the San Diego Region, April 2002; Willdan Financial Services. 1 Percent of total trips. A pass-by trip is made as an intermediate stop on the w ay from an origin to a primary trip destination w ithout a route diversion. Pass-by trips are not considered to add traffic to the road netw ork. Based on SANDAG data. 2 In miles. Based on SANDAG data.
3 The trip adjustment factor equals the percent of non-pass-by trips multiplied by the average trip length and divided by the systemw ide average trip length of 6.9 miles.
4 Trips per dw elling unit or per 1,000 building square feet. 5 The trip demand factor is the product of the trip adjustment factor and the trip rate.

Trip Demand Growth
The planning horizon for this analysis is 2045. Table 4.2 lists the 2023 and 2045 land use assumptions used in this study. The trip demand factors calculated in are multiplied by the existing and future dwelling units and building square feet to determine the increase in trip demand attributable to new development.

Table 4.2: Land Use Scenario and Trip Demand
Trip
Land Use
Demand
Factor
Units /
1,000 SF Trips
Units /
1,000 SF Trips
Units /
1,000 SF Trips
Residential - per Dwelling Unit
Single Family 1.10 17,113 18,824 5,900 6,490 23,013 25,314 Multifamily 0.63 8,755 5,516 3,019 1,902 11,774 7,418 Subtotal 25,868 24,340 8,919 8,392 34,787 32,732 Nonresidential - per 1,000 Sq. Ft.

Commercial 1.68 6,673 11,211 2,341 3,933 9,014 15,144 Office 1.76 2,471 4,349 867 1,526 3,338 5,875 Industrial 1.02 5,238 5,343 1,838 1,875 7,076 7,218 Subtotal 14,382 20,903 5,046 7,334 19,428 28,237 Total 45,243 15,726 60,969

74.2% 25.8% 100%
Sources: Tables 2.1 and 4.1.
2023 Growth 2023 to 2045 Total - 2045

City of Buena Park Development Impact Fee Nexus Study Update 25 Planned Facilities
Table 4.3 lists the transportation projects included in this analysis. Each of the projects was either identified in the City’s CIP, or by City staff as a capacity enhancing project . Since all projects enhance capacity, but will benefit both existing development and new development, only a share of responsibility is allocated to new development. The allocation to new development is based on new development’s share of total trip demand at the planning horizon, identified in Table 4.2.

City of Buena Park Development Impact Fee Nexus Study Update 26 Table 4.3: Planned Transportation Facilities and Cost Allocation Project No. Name Description Total Cost
Allocation to
New
Development Total Cost
CP-12195
Citywide Traffic Signal
Upgrades and Safety
Elements
Upgrades to thirteen signalized intersections such as
additional vehicle heads, upgrades to traffic signal mast arms, new traffic signal controllers and countdown
pedestrian head indications.
1,359,497$ 25.8% 350,750$
CP-12192 Engineering and Traffic
Study
Surveying all arterial streets in the City and updating the speed limits as required by the California
Vehicle Code.
240,000 25.8% 61,920
CP-11590 Knott Ave at Holder St
Traffic Signal
This project will include traffic signal upgrades at the intersection of Knott Ave at Holder St. 525,000 25.8% 135,450 CP-12191 Traffic Management Center
Upgrade
Installation of additional equipment to the existing
equipment to provide communications to all traffic
signal systems.
550,000 25.8% 141,900
CP-11442 Annual battery backup
upgrades Upgrade to the battery backup at various traffic signals 770,000 25.8% 198,660 Complete Streets Dale at Whitaker Complete Streets Project 4,200,000 25.8% 1,083,600 Annual striping Annual capacity expanding striping 1,100,000 25.8% 283,800 Annual Traffic Signal Improvements 2,200,000 25.8% 567,600 Total 10,944,497$ 2,823,680$
Source: City of Buena Park; Table 4.2, Willdan Financial Services.

City of Buena Park Development Impact Fee Nexus Study Update 27 Fee per Trip Demand Unit
Every impact fee consists of a dollar amount, representing the value of facilities, divided by a measure of demand. In this case, all fees are first calculated as a replacement cost per trip demand unit. Then these amounts are translated into housing unit (cost per unit) and employment space (cost per 1,000 square feet or room) fees by multiplying the cost per trip by the trip generation rate for each land use category. These amounts become the fee schedule.

Table 4.4 displays the calculation of the cost the cost per trip demand unit. The total allocated project costs are divided by increase in trip demand from 2023 to 2045 identified in Table 4.2 to determine the cost per trip attributable to new development. This figure drives the fee calculation.

Table 4.4: Cost per Trip to Accommodate Growth
Costs Allocated to New Development 2,823,680$
Growth in Trip Demand (2023 to 2045) 15,726
Cost per Trip 180$
Sources: Tables 4.2 and 4.3.

Fee Schedule
Table 4.5 shows the maximum justified transportation facilities fee schedule. The City can adopt any fee up to these amounts. The maximum justified fees are based on the cost per trip identified in Table 4.4. The cost per trip is multiplied by the trip demand factors in Table 4.1 to determine a fee per unit of new development. The fee per dwelling unit is converted into a fee per square foot by dividing the fee per dwelling unit by the assumed average square footage of a dwelling unit.

The total fee includes a two percent (2%) administrative charge to fund costs that include: a standard overhead charge applied to all City programs for legal, accounting, and other departmental and administrative support, and fee program administrative costs including revenue collection, revenue, and cost accounting, mandated public reporting, and fee justification analyses.

City of Buena Park Development Impact Fee Nexus Study Update 28 Table 4.5: Maximum Justified Transportation Facilities Impact Fee Schedule
A B C = A x B D = C x 0.02 E = C + D E / Average
Trip Fee
Land Use
Cost Per
Trip
Demand
Factor Base Fee 1
Admin
Charge1, 2 Total Fee 1
per Sq.

Ft.

Residential Dwelling Unit4 180$ 0.94 169$ 3$ 172$ 0.11$ Nonresidential - per 1,000 Sq. Ft.

Commercial 180$ 1.68 302$ 6$ 308$ 0.31$ Office 180 1.76 317 6 323 0.32 Industrial 180 1.02 184 4 188 0.19 1 Fee per average sized dw elling unit or per 1,000 square feet of nonresidential.

Sources: Tables 4.1 and 4.4.
2 Administrative charge of 2.0 percent for (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses.
3 Assumes an average of 1,602 square feet per dw elling unit in the State of California per the 2019 American Housing Survey.
4 Average trip demand factor per residential dw elling unit w eighted by projected single family and multifamily development.

29 5. Water Facilities
This chapter details an analysis of the need for water system facilities to accommodate growth within the City of Buena Park. The projects and associated costs in this chapter were identified by City staff for use in this analysis. This chapter documents a reasonable relationship between new development and a water facilities impact fee to fund water facilities that serve new development.

Water Demand
Estimates of new development and its consequent increased water demand provide the basis for calculating the water facilities fee. The need for water facilities improvements is based on the water demand placed on the system by development. A typical measure of demand is a flow generation rate, expressed as the number of gallons per day generated by a specific type of land use. Flow generation rates are a reasonable measure of demand for the City’s system of water improvements because they represent the average rate of demand that will be placed on the system per land use designation.

Table 5.1 shows the calculation of equivalent dwelling unit (EDU) demand factors based on flow generation by land use category. The flow generation estimates are based on data from the City’s 2019 Water Master Plan. EDU factors express water flow from each land use in terms of the flow generated by a single family dwelling unit.

Table 5.1: Water Demand by Land Use
Land Use Type
Flow
Generation 1 Density2
Average Flow
Generation per
DU or 1,000 Sq.

Ft.

Equivalent
Dwelling Unit
(EDU)
Residential Dwelling Unit
Single Family 375 1.00
Multifamily 230 0.61
Nonresidential - per 1,000 Sq. Ft.

Commercial 2,100 13.07 160.70 0.43 Office 1,460 43.56 33.52 0.09
Industrial 890 26.14 34.05 0.09 1 Gallons dw elling unit per day for residential. Gallons per acre per day for nonresidential. 2 Units per acre for residential or 1,000 square feet per acre for nonresidential. Residential and nonresidential densities are based on typical densities for each land use from the General Plan. Nonresidential densities are based on floor-area-ratios of 0.3 for commercial, 1.0 for office and 0.60 for industrial.

Sources: Table 4-7, City of Buena Park Water Master Plan, 2019; Buena Park 2035 General Plan; Willdan Financial Services.

EDU Generation by New Development
Table 5.2 shows the estimated EDU generation from new development through 2045. The EDU factors from Table 5.1 are multiplied by the land use assumptions from Table 2.1 to estimate total EDUs in the base year, at the planning horizon and for new development. New development will City of Buena Park Development Impact Fee Nexus Study Update 30 generate approximately 8,992 new EDUs through 2045, comprising 2 5.7% of water demand in the City at the planning horizon.

Table 5.2: Water Facilities Equivalent Dwelling Units
Land Use
EDU
Factor
Units /
1,000 SF EDUs
Units /
1,000 SF EDUs
Units /
1,000 SF EDUs
Residential - per Dwelling Unit
Single Family 1.00 17,113 17,113 5,900 5,900 23,013 23,013 Multifamily 0.61 8,755 5,341 3,019 1,841 11,774 7,182 Subtotal 25,868 22,454 8,919 7,741 34,787 30,195 Nonresidential - per 1,000 Sq. Ft.

Commercial 0.43 6,673 2,869 2,341 1,007 9,014 3,876 Office 0.09 2,471 222 867 78 3,338 300 Industrial 0.09 5,238 471 1,838 166 7,076 637 Subtotal 14,382 3,562 5,046 1,251 19,428 4,813 Total 26,016 8,992 35,008

74.3% 25.7% 100%
Sources: Tables 2.1 and 5.1.
2023 Growth 2023 to 2045 Total - 2045

Facility Needs and Costs
Table 5.3 identifies the planned water facilities to be partially funded by the fee. Each of the projects was identified in the City’s Water Master Plan. Project costs have been adjusted for inflation from 2019 to current using the Engineering News Record’s Construction Cost Index (CCI). Since all projects enhance capacity, but will benefit both existing development and new development, only a share of responsibility is allocated to new development. The allocation to new development is based on new development’s share of total water at the planning horizon, identified in Table 5.2.

City of Buena Park Development Impact Fee Nexus Study Update 31 Table 5.3: Water Facilities Costs to Serve New Development Project
No. Location Description Cost (2019) Cost (2023)1
Allocation to
New
Development
Cost Allocated
to New
Development
P-8 Ball Rd, east of Valley View St
Construct 12" line in Ball Rd connecting existing 16"
line in Ball Rd to existing 6" line at Valley View St 510,720$ 610,531$ 25.7% 156,906$ P-11 Valley View Villas private road
Extend pipe to east and connect to existing 6" in
easement between Hoffman St and Valley View St 372,960 445,848 25.7% 114,583 P-15 Montana Av at Dale St Connect 8" line in Montana to 12" line in Dale St 70,000 83,680 25.7% 21,506 P-22 La Palma Av, east of Woodland Dr 197,120 235,644 25.7% 60,560 P-26
Somerset St, Kenwood Av to Coral
Ridge Cir
Tie new 12" line in Somerset to existing 8" line in
Kenwood Av 1,219,310 1,457,602 25.7% 374,604
P-28 Mohican Dr at Holder St
Connect existing 6" line in Mohican Dr and Navajo Dr to existing 12" line in Holder St 140,000 167,360 25.7% 43,012 F-1 Upgrades to Existing Pressure Regulating Stations (13 locations)91,000 108,784 25.7% 27,958 F-2 Pressure Relief from Zone 3c-262 to Zone 1-241 210,000 251,041 25.7% 64,517 F-3 Recalibrate Upper Zones (2-385, 3a-325, 3b-285, 3c-262) 112,000 133,888 25.7% 34,409 F-4 New Pressure Regulating Station between Zone 3b-285 and Zone 3c-262 (redundancy)210,000 251,041 25.7% 64,517 F-8 New Reservoir 5,600,000 6,694,420 25.7% 1,720,466 F-9 New High Capacity Well 4,900,000 5,857,617 25.7% 1,505,408 F-10 New interconnections 630,000 753,122 25.7% 193,552 Total 14,263,110$ 17,050,580$ 4,381,999$
1 2019 costs adjusted for inflation to 2023 dollars using the Engineering New s Record's Construction Cost Index.

Sources: City of Buena Park Water Master Plan, 2019; Engineering New s Record, Construction Cost Index; Table 5.2, Willdan Financial Services.

City of Buena Park Development Impact Fee Nexus Study Update 32 Cost per EDU
Table 5.4 calculates a cost per EDU associated by dividing the total cost of projects allocated to new development identified in Table 5.3 by the growth in EDUs identified in Table 5.2.

Table 5.4: Cost per EDU
Cost Allocated to New Development 4,381,999$
Growth in EDUs (2023 to 2045) 8,992
Cost per EDU 487$
Sources: Tables 5.2 and 5.3.

Fee Schedule
The maximum justified fee for water facilities is shown in Table 5.5. The maximum justified fees are based on the cost per EDU identified in Table 5.4. The cost per EDU is multiplied by the EDU factors in Table 5.1 to determine a fee per unit of new development. The fee per dwelling unit is converted into a fee per square foot by dividing the fee per dwelling unit by the assumed average square footage of a dwelling unit.

The total fee includes an administrative charge to fund costs that include: (1) a standard overhead charge applied to all City programs for legal, accounting, and other departmental and administrative support, (2) capital planning, programming, project management costs associated with the share of projects funded by the facilities fee, and (3) fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses.

City of Buena Park Development Impact Fee Nexus Study Update 33 Table 5.5: Maximum Justified Water Facilities Fee Schedule A B C = A x B D = C x 0.02 E = C + D E / Average
Cost Per
EDU
EDU
Factor
Base
Fee 1
Admin
Charge1, 2 Total Fee 1
Fee per
Sq. Ft. 3
Residential Dwelling Unit4 487$ 0.87 424$ 8$ 432$ 0.27$ Nonresidential - per 1,000 Sq. Ft.

Commercial 487$ 0.43 209$ 4$ 213$ 0.21$ Office 487 0.09 44 1 45 0.05 Industrial 487 0.09 44 1 45 0.05 1 Fee per average sized dw elling unit or per 1,000 square feet of nonresidential building space.

Sources: Tables 5.1 and 5.4.
2 Administrative charge of 2.0 percent for (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses.
3 Assumes an average of 1,602 square feet per dw elling unit in the State of California per the 2019 American Housing Survey.
4 Average EDU factor per residential dw elling unit w eighted by projected single family and multifamily development.

34 6. Sewer Facilities
This chapter details an analysis of the need for sewer system facilities to accommodate growth within the City of Buena Park. The projects and associated costs in this chapter were identified by City staff for use in this analysis. This chapter documents a reasonable relationship between new development and a sewer facilities impact fee to fund sewer facilities that serve new development.

Sewer Demand
Estimates of new development and its consequent increased sewer demand provide the basis for calculating the sewer facilities fee. The need for sewer facilities improvements is based on the sewer demand placed on the system by development. A typical measure of demand is a flow generation rate, expressed as the number of gallons per day generated by a specific type of land use. Flow generation rates are a reasonable measure of demand for the City’s system of sewer improvements because they represent the average rate of demand that will be placed on the system per land use designation.

Table 6.1 shows the calculation of equivalent dwelling unit (EDU) demand factors based on flow generation by land use category. The flow generation estimates are based on data from the City’s 2019 Sewer Master Plan. EDU factors express sewer flow from each land use in terms of the flow generated by a single family dwelling unit.

Table 6.1: Sewer Demand by Land Use
Land Use Type
Flow
Generation 1 Density2
Average Flow
Generation per
DU or 1,000 Sq.

Ft.

Equivalent
Dwelling Unit
(EDU)
Residential Dwelling Unit
Single Family 57 3.41 194.37 1.00 Multifamily 65 2.72 176.80 0.91 Nonresidential - per 1,000 Sq. Ft.

Commercial 47 2.12 99.64 0.51 Office 47 3.26 153.22 0.79
Industrial 100 1.16 116.00 0.60 1 Gallons per capita per day.
2 Residents per dw elling unit for residential. Employees per 1,000 square feet for nonresidential.

Sources: Table 5-5, City of Buena Park Sew er Master Plan, 2019; Buena Park 2035 General Plan; Willdan Financial Services.

EDU Generation by New Development
Table 6.2 shows the estimated EDU generation from new development through 2045. The EDU factors from Table 6.1 are multiplied by the land use assumptions from Table 2.1 to estimate total EDUs in the base year, at the planning horizon and for new development. New development will generate approximately 11,629 new EDUs through 2045, comprising 25.7% of sewer demand in the City at the planning horizon.

City of Buena Park Development Impact Fee Nexus Study Update 35 Table 6.2: Sewer Facilities Equivalent Dwelling Units Land Use
EDU
Factor
Units /
1,000 SF EDUs
Units /
1,000 SF EDUs
Units /
1,000 SF EDUs
Residential - per Dwelling Unit
Single Family 1.00 17,113 17,113 5,900 5,900 23,013 23,013 Multifamily 0.91 8,755 7,967 3,019 2,747 11,774 10,714 Subtotal 25,868 25,080 8,919 8,647 34,787 33,727 Nonresidential - per 1,000 Sq. Ft.

Commercial 0.51 6,673 3,403 2,341 1,194 9,014 4,597 Office 0.79 2,471 1,952 867 685 3,338 2,637 Industrial 0.60 5,238 3,143 1,838 1,103 7,076 4,246 Subtotal 14,382 8,498 5,046 2,982 19,428 11,480 Total 33,578 11,629 45,207

74.3% 25.7% 100%
Sources: Tables 2.1 and 6.1.
2023 Growth 2023 to 2045 Total - 2045

Facility Needs and Costs
Table 6.3 identifies the planned sewer facilities to be partially funded by the fee. Each of the projects was identified in the City’s Sewer Master Plan. Project costs have been adjusted for inflation from 2019 to current using the Engineering News Record’s Construction Cost Index (CCI). For those projects that enhance capacity, but will benefit both existing development and new development, only a share of responsibility is allocated to new development. The allocation to new development is based on new development’s share of total sewer flow at the planning horizon, identified in Table 6.2. Project B-20 is needed solely to serve new development, so that project is allocated 100% to new development though this impact fee.

City of Buena Park Development Impact Fee Nexus Study Update 36 Table 6.3: Sewer Facilities Costs to Serve New Development Project Description Cost (2019) Cost (2023)1
Allocation to
New
Development
Cost Allocated
to New
Development
A-1 Pipe upsizing along Knott Ave. from La Palma to El Dorado (8" to 10") 532,000$ 635,970$ 25.7% 163,444$ A-9 Pipe lining along Rostrata Ave., Burnham Ave., and Artesia Blvd. 326,000 389,711 25.7% 100,156 A-10 Pipe lining along Emerywood Dr., Kenwood Ave., Monticello Ave., and Links Rd. 309,000 369,389 25.7% 94,933 A-11 Pipe lining along Rockledge Dr., Meadowbrock Way, Jonesboro Way, and Vestavia Ave. 480,000 573,807 25.7% 147,468 A-14 Pipe lining along Ridglea Ave. and Fox Hills Ave. 1,206,000 1,441,691 25.7% 370,515 A-15 Pipe lining along Country Club Dr., Brae Burn Circle, and Burlingame Ave. 675,000 806,917 25.7% 207,378 B-1 Pipe upsizing along Caballero Blvd. between Regio Ave. and Knott Ave. 1,558,000 1,862,483 25.7% 478,658 B-2 Pipe upsizing along La Cienega Dr. from La Carta Cir. to Holder St. 1,071,000 1,280,308 25.7% 329,039 B-4 Pipe upsizing along Valley View St., near its intersection with Fresca Dr. 361,000 431,551 25.7% 110,909 B-7 Pipe upsizing along Auto Center Dr. from Beach Blvd. to Western Ave. 1,721,000 2,057,339 25.7% 528,736 B-13 Pipe lining along Auto Center Dr. from Beach Boulevard to Western Ave. 994,000 1,188,260 25.7% 305,383 B-15 Pipe lining along Franklin St., Emery St., Beach Blvd., and River Way 525,000 627,602 25.7% 161,294 B-17 Pipe lining along Knott Ave., Orangethorpe Ave., Melrose St., McNeil Ln., Walnut Ave., and various side streets 759,000 907,333 25.7% 233,185 B-18 Pipe lining along Caballero Boulevard, Regio Dr., and 8th St. 1,103,000 1,318,562 25.7% 338,870 B-19 Pipe lining along Holder St., Whitney Dr., Mount Low St., and Yosemite Dr. 780,000 932,437 25.7% 239,636 B-20 Sewer Upsizing Due to New Developments n/a 750,000 100.0% 750,000 12,400,000$ 15,573,360$ 4,559,604$
1 2019 costs adjusted for inflation to 2023 dollars using the Engineering New s Record's Construction Cost Index.

Sources: City of Buena Park Water Master Plan, 2019; Engineering New s Record, Construction Cost Index; Table 6.2, Willdan Financial Services.

City of Buena Park Development Impact Fee Nexus Study Update 37 Cost per EDU
Table 6.4 calculates a cost per EDU associated by dividing the total cost of projects allocated to new development identified in Table 6.3 by the growth in EDUs identified in Table 6.2.

Table 6.4: Cost per EDU
Cost Allocated to New Development 4,559,604$
Growth in EDUs (2023 to 2045) 11,629
Cost per EDU 392$
Sources: Tables 6.2 and 6.3.

Fee Schedule
The maximum justified fee for sewer facilities is shown in Table 6.5. The maximum justified fees are based on the cost per EDU identified in Table 6.4. The cost per EDU is multiplied by the EDU factors in Table 6.1 to determine a fee per unit of new development. The fee per dwelling unit is converted into a fee per square foot by dividing the fee per dwelling unit by the assumed average square footage of a dwelling unit.

City of Buena Park Development Impact Fee Nexus Study Update 38 Table 6.5: Maximum Justified Sewer Facilities Fee Schedule A B C = A x B D = C x 0.02 E = C + D E / Average
Cost Per
EDU
EDU
Factor
Base
Fee 1
Admin
Charge1, 2 Total Fee 1
Fee per
Sq. Ft. 3
Residential Dwelling Unit4 392$ 0.97 380$ 8$ 388$ 0.24$ Nonresidential - per 1,000 Sq. Ft.

Commercial 392$ 0.51 200$ 4$ 204$ 0.20$ Office 392 0.79 310 6 316 0.32 Industrial 392 0.60 235 5 240 0.24 1 Fee per average sized dw elling unit or per 1,000 square feet of nonresidential building space.

Sources: Tables 6.1 and 6.4.
2 Administrative charge of 2.0 percent for (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses.
3 Assumes an average of 1,602 square feet per dw elling unit in the State of California per the 2019 American Housing Survey.
4 Average EDU factor per residential dw elling unit w eighted by projected single family and multifamily development.

39 7. Affordable Housing In-Lieu Fee
This chapter details an analysis of the need for affordable housing required to accommodate lower-income employees that support growth within the City of Buena Park . It documents a reasonable relationship between new development and a fee to fund affordable housing.

Nexus Approach
New residential development generates population growth. Residents who can afford to purchase or rent this new housing then spend their disposable income in the city. Consequently, this increased spending results in the need to hire new workers to accommodate the increased demand for goods and services associated with new development. This analysis establishes the connection between the increase in household spending associated with new development and the number of new workers that will be hired by local businesses to meet that demand.

Employment growth provides occupations at various wage and salary levels. Low wage workers cannot afford market rate housing within the City of Buena Park, so an affordable housing impact fee can be calculated to bridge the gap between what low wage workers can afford to pay for and the cost of providing that housing.

The analysis presented here defines the upper limit for a housing impact fee to be charged on new rental and for -sale housing to mitigate impacts on affordable housing needs. The maximum fee is not necessarily the recommended fee.

Housing Affordability in Buena Park
This section of the chapter evaluates housing affordability in Buena Park , using Department of Housing and Community Development State Income Limits and current market rate rent data.

Table 7.1 displays the Orange County Income limits, as identified by HUD.

Table 7.1: 2023 Orange County Income Limits
Persons per HH: 1 2 3 4 5 6 7 8
Median Income 89,450$ 102,250$ 115,000$ 127,800$ 138,000$ 148,250$ 158,450$ 168,700$ Extremely Low 30,150$ 34,450$ 38,750$ 43,050$ 46,500$ 49,950$ 53,400$ 56,850$ Very Low Income 50,250 57,400 64,600 71,750 77,500 83,250 89,000 94,750 Low Income 80,400 91,850 103,350 114,800 124,000 133,200 142,400 151,550 Median Income 89,450 102,250 115,000 127,800 138,000 148,250 158,450 168,700 Moderate Income 107,350 122,700 138,000 153,350 165,600 177,900 190,150 202,400 Source: Department of Housing and Community Development, State Income Limits for 2023.

Market Rate Rents
Willdan gathered data regarding existing market rate rents within the City of Buena Park city limits. This information will inform the assumption of the household income necessary to rent a housing unit in Buena Park at the market rate. Average effective rents as reported by CoStar.com as of the 1st quarter of 2024 are shown in Table 7.2.

City of Buena Park Development Impact Fee Nexus Study Update 40 Table 7.2: Average Effective Rent, 2024
Unit Type
Average
Effective Rent
Studio $1,631
1-Bedroom $1,767
2-Bedroom $2,101
3-Bedroom $2,208
Source: Costar, Q1 2024.

Market Rate Housing Affordability
To evaluate housing affordability in Buena Park, the analysis compares the household income at the midpoint of each income category from Table 7.1 to the market rents by number of bedrooms from Table 7.2. This analysis uses household incomes at the mid -point of each income range when calculating affordable rents a s a conservative measure to avoid overstating the affordability of rental housing. In addition to rents, the analysis also includes a conservative estimate of utility costs. The maximum affordable monthly rent including utilities for each income category is calculated as 30 percent of gross monthly household income . If the difference between the maximum affordable rent and the total monthly housing costs is negative, then housing for that income category and housing product is considered unaffordable.

City of Buena Park Development Impact Fee Nexus Study Update 41 Table 7.3: Affordability of Market Rate Rental Housing in Buena Park, 2024 Household (Unit) 1 Person 2 Person 3 Person 4 Person
Size: (Studio) (1 Bedroom) (2 Bedrooms) (3 Bedrooms)
Average Market-Rate Rent1 1,631$ 1,767$ 2,101$ 2,208$ Utility Costs 2 193 213 272 340 Total Monthly Housing Costs 1,824$ 1,980$ 2,373$ 2,548$ Extremely Low Income (up to 30% AMI)
Household Income at Midpoint of Income Range3 15,075$ 17,225$ 19,375$ 21,525$ Maximum Affordable Monthly Rent4 184 218 212 198 Amount Above (Below) Market Rate Rent (1,447) (1,549) (1,889) (2,010) Very Low Income (31-50% AMI)
Household Income at Midpoint of Income Range3 40,200$ 45,925$ 51,675$ 57,400$ Maximum Affordable Monthly Rent4 812 935 1,020 1,095 Amount Above (Below) Market Rate Rent (819) (832) (1,081) (1,113) Low Income (51-80% AMI)
Household Income at Midpoint of Income Range3 65,325$ 74,625$ 83,975$ 93,275$ Maximum Affordable Monthly Rent4 1,440 1,653 1,827 1,992 Amount Above (Below) Market Rate Rent (191) (114) (274) (216) Moderate Income (81-120% AMI)
Household Income at Midpoint of Income Range3 93,875$ 107,275$ 120,675$ 134,075$ Maximum Affordable Monthly Rent4 2,154 2,469 2,745 3,012 Amount Above (Below) Market Rate Rent 523 702 644 804 1 See Table 6.2.
2 Per Orange County Housing Authority 2024 Utility Allow ance Schedule. Assumes electric utilities. 4 Assumes 30-percent of gross income spent on housing and utilities costs.

Sources: California Department of Housing and Community Development, 2023; Orange County Housing Authority; Willdan Financial Services. 3 Household income limits published by the California Department of Housing and Community Development for Orange County, 2023. Show s midpoint of income range. See Table 6.1.

Table 7.4 identifies the income required to afford market rate rents in the City, by household size .

The income required to afford market rate rents is assumes that 30 percent of gross income spent on housing and utility costs is considered affordable. The annual affordable housing costs are then compared to the area median income (AMI) to estimate amount of gross income above AMI that is needed to afford each product type, by household size.

City of Buena Park Development Impact Fee Nexus Study Update 42 Table 7.4: Income Required to Afford Market-Rate Rents in Buena Park, 2024
Household (Unit) 1 Person 2 Person 3 Person 4 Person
Size: (Studio) (1 Bedroom) (2 Bedrooms) (3 Bedrooms)
Total Monthly Housing Costs 1,824$ 1,980$ 2,373$ 2,548$ Annual Housing Costs 21,888$ 23,760$ 28,476$ 30,576$ Household Income Required1 72,960 79,200 94,920 101,920 Area Median Income (AMI) 89,450 102,250 115,000 127,800 Income Required as Percent of AMI 82% 77% 83% 80%
1 Assumes 30-percent of gross income spent on housing and utilities costs.

Sources: Tables 7.1 and 7.3.

Market Rate Prototypes and Gross Income
This analysis identified two market rate residential prototypes based on a review of the housing market in Buena Park.

Market Rate Rental Prototype
The data collected to identify the current average asking rent in Buena Park was also used to identify typical rental product characteristics. The typical rental unit in the City is a two bedroom, one bathroom multifamily unit sized at 827 square feet. Using the current effective rent data, and the housing cost as percent of gross income assumptions discussed above, the amount of gross income needed to afford rent in Buena Park is calculated in Table 7.5. It requires an annual gross household income of $94,920 to rent a two-bedroom market rate rental unit in Buena Park.

Table 7.5: Rental Residential Prototype
Bedrooms 2
Bathrooms 1
Square feet 827
Rent per Square Foot 2.87$
Monthly Rent + Utilities 2,373$
Annual Housing Burden 28,476
Housing Cost as Percent of Income1 30%
Gross Household Income 94,920$
1 Renter housing burden is estimated at 30-percent of gross household income, based on California Health & Safety Code Sections 50052.5 and 50053.

Sources: Costar.com; Willdan Financial Services.

City of Buena Park Development Impact Fee Nexus Study Update 43 Market Rate For Sale Prototype
Recent housing sales data was collected from mlslistings.com from October 2023 to January 2024. The sample included 78 observations of home sales within this period. That data informed the typical for sale product prototypes displayed below in Table 7.6. The gross household income necessary to afford to purchase the prototype is then calculated using current interest rates and estimated housing ownership costs. It requires an annual gross household income of over $195,261 to purchase a home in Buena Park.

Table 7.6: For Sale Residential Prototype
Single Family
Detached
Prototype Assumptions 1
Bedrooms 3
Bathrooms 2
Square feet 1,363
Sales Price per Square Foot 642$
Sales Price 875,426$
Down Payment (20%) 175,085$
Loan Amount 700,341$
Interest Rate2 6.66%
Monthly Mortgage Payment 4,501$
Utilities 340
Annual Property Tax3 8,754
Homeowners Insurance 1,500
Annual Housing Costs 68,341$
Housing Cost as Percent of Income4 35%
Gross Household Income 195,261$
1 Based on an analysis of recent sales in Buena Park, as reported by mlslistings.com from October 2023 through January 2024. 3 City of Buena Park Annual Comprehensive Financial Report, For The Fiscal Year Ended June 30, 2023, p. 126.
2 Average interest rate in January 11, 2024
http://w w w .freddiemac.com/pmms/pmms_archives.html
4 Homeow ner housing burden is estimated at 35-percent of gross household income, based on California Health & Safety Code Sections 50052.5 and 50053.

Sources: mlslistings.com; Freddie Mac; City of Buena Park; CoStar.com; Willdan Financial Services.

City of Buena Park Development Impact Fee Nexus Study Update 44 Aggregate Income
Table 7.7 identifies the aggregate household income of 100 single family owner households and 100 multifamily renter households who can afford housing at the market rate. This aggregate income is used as the driver of induced economic effects using the IMPLAN model.

Table 7.7: Estimated Incomes by Income Categories of Prototype Buyers and Renters
Single Family Detached
(Buyer)
Multifamily
(Renter)
Income Category $150k - $200k Households $70K - $100K Households Gross Household Income 195,261$ 94,920$ New Households 100 100
Aggregate Household Income 19,526,100$ 9,492,000$ Sources: Tables 7.5 and 7.6.

Induced Employment Impacts
The aggregate household income identified above is used to estimate the number of new jobs that new households will support with their household expenditures using the IMPLAN model.

IMPLAN is an input-output based economic impact model used for a variety of different analyses.

In this case IMPLAN models the economy for a region.

For this analysis, IMPLAN used data specific to Orange County to estimate the multipliers effects from new households. Essentially, IMPLAN used the increase in household spending associated with the new prototype households to identify the jobs (or fraction of jobs) that are supported by that spending.

The output of the IMPLAN model was then cross referenced with the assumed compensation associated with each occupation to estimate the aggregate number of jobs induced within each income category.

Table 7.8 shows the results of the IMPLAN analysis in terms of the induced employment and household generation supported by household spending from the gross income of 100 market rate rental households.

Table 7.9 shows the results of the IMPLAN analysis in terms of the induced employment and household generation supported by household spending from the gross income of 100 market rate single family ownership households.

City of Buena Park Development Impact Fee Nexus Study Update 45 Table 7.8: Employment and Household Generation from a New 100-Unit Rental Development by Income Level SOC
Code Major Goup
Extremely
Low
Very Low
Income Low Income
Moderate
Income
Above
Moderate
Total
Employment
11 Management Occupations - - - 0.72 1.68 2.40 13 Business and Financial Operations Occupations - - 1.46 - 0.77 2.23 15 Computer and Mathematical Occupations - - - - 0.93 0.93 17 Architecture and Engineering Occupations - - 0.03 0.12 - 0.15 19 Life, Physical, and Social Science Occupations - 0.04 0.07 0.07 - 0.18 21 Community and Social Service Occupations - 1.20 - - - 1.20 23 Legal Occupations - - 0.14 - 0.21 0.35 25 Educational Instruction and Library Occupations 0.53 0.49 - - - 1.02 27 Arts, Design, Entertainment, Sports, and Media Occupations - 0.06 0.54 - - 0.60 29 Healthcare Practitioners and Technical Occupations - 1.23 0.05 2.50 - 3.78 31 Healthcare Support Occupations 2.72 1.06 - - - 3.78 33 Protective Service Occupations - 0.46 0.03 - - 0.49 35 Food Preparation and Serving Related Occupations 5.24 0.64 - - - 5.88 37 Building and Grounds Cleaning and Maintenance Occupations 0.88 0.29 - - - 1.17 39 Personal Care and Service Occupations 1.23 0.13 - - - 1.36 41 Sales and Related Occupations 2.53 - 0.55 0.82 - 3.90 43 Office and Administrative Support Occupations - 4.62 0.42 - - 5.04 45 Farming, Fishing, and Forestry Occupations - 0.03 - - - 0.03 47 Construction and Extraction Occupations - 0.21 0.07 - - 0.28 49 Installation, Maintenance, and Repair Occupations - 0.54 0.95 - - 1.49 51 Production Occupations - 0.61 0.04 0.03 - 0.68 53 Transportation and Material Moving Occupations - 2.72 0.17 - 0.03 2.92 Total Jobs 13.13 14.33 4.52 4.26 3.62 39.86 Total Households1 9.51 10.38 3.28 3.09 2.62 28.88 1 Assumes 1.38 jobs per household in Orange County based on data from the 2021 American Community Survey.

Sources: IMPLAN, US Census, American Community Survey, 2021; Willdan Financial Services.

City of Buena Park Development Impact Fee Nexus Study Update 46 Table 7.9: Employment and Household Generation from a New 100-Unit Single Family For Sale Development by Income Level
SOC
Code Major Goup
Extremely
Low
Very Low
Income Low Income
Moderate
Income
Above
Moderate
Total
Employment
11 Management Occupations - - - 1.26 3.02 4.28 13 Business and Financial Operations Occupations - - 2.58 - 1.42 4.00 15 Computer and Mathematical Occupations - - - - 1.73 1.73 17 Architecture and Engineering Occupations - - 0.06 0.21 - 0.27 19 Life, Physical, and Social Science Occupations - 0.07 0.11 0.13 - 0.31 21 Community and Social Service Occupations - 1.77 - - - 1.77 23 Legal Occupations - - 0.20 - 0.31 0.51 25 Educational Instruction and Library Occupations 0.79 1.08 - - - 1.87 27 Arts, Design, Entertainment, Sports, and Media Occupations - 0.10 0.94 - - 1.04 29 Healthcare Practitioners and Technical Occupations - 2.19 0.09 4.36 - 6.64 31 Healthcare Support Occupations 3.56 1.76 - - - 5.32 33 Protective Service Occupations - 0.91 0.05 - - 0.96 35 Food Preparation and Serving Related Occupations 10.25 1.21 - - - 11.46 37 Building and Grounds Cleaning and Maintenance Occupations 1.74 0.52 - - - 2.26 39 Personal Care and Service Occupations 2.41 0.24 - - - 2.65 41 Sales and Related Occupations 4.69 - 0.98 1.51 - 7.18 43 Office and Administrative Support Occupations - 8.07 0.73 - - 8.80 45 Farming, Fishing, and Forestry Occupations - 0.06 - - - 0.06 47 Construction and Extraction Occupations - 0.40 0.12 - - 0.52 49 Installation, Maintenance, and Repair Occupations - 0.94 1.58 - - 2.52 51 Production Occupations - 1.11 0.07 0.06 - 1.24 53 Transportation and Material Moving Occupations - 4.92 0.31 - 0.05 5.28 Total Jobs 23.44 25.35 7.82 7.53 6.53 70.67 Total Households1 16.99 18.37 5.67 5.46 4.73 51.21 1 Assumes 1.38 jobs per household in Orange County based on data from the 2021 American Community Survey.

Sources: IMPLAN, US Census, American Community Survey, 2021; Willdan Financial Services.

City of Buena Park Development Impact Fee Nexus Study Update 47 Affordable Housing Development Costs
Table 7.10 estimates the cost to build an affordable rental unit within the City of Buena Park .

These cost assumptions were provided by the City of Buena Park based on the City’s recent affordable housing project experience.

Table 7.10: Affordable Housing Development Costs
Recent Housing Projects Price per Unit
Average Development Costs per Unit $438,500
Source: City of Buena Park.

Affordability Gap and Maximum Fee Calculation
The housing affordability gap is the difference between what very low, low, and moderate -income households can afford to pay for housing, and the cost to develop affordable housing units . The affordable monthly rent associated with each income level is used to estimate the monthly supportable debt per unit, which is then used to estimate the loan proceeds associated with that level of income. The loan amount is compared to the affordable unit development costs, and the difference is the financing gap per unit.

The financing gap per unit is then multiplied by the number of units induced within each income category to determine the total financing gap associated with the 100 prototype units. This figure is then divided by 100 to determine the housing fee per unit, but prototype type. The fee per unit is finally divided by the assumed prototype square footage to determine the fee per square foot.

Table 7.11 displays the calculation of the affordability gap and maximum justified affordable housing impact fee for new rental units and for new single family units.

City of Buena Park Development Impact Fee Nexus Study Update 48 Table 7.11: Affordable Housing Impact Fee Calculation Extremely
Low Income
(up to 30%
AMI)
Very Low
Income (31-
50% AMI)
Low Income
(51-80% AMI)
Household Income Limit 38,750$ 64,600$ 103,350$ Affordable Monthly Rent per Unit 697 1,343 2,312 Monthly Operating Expenses 500 500 500 Vacancy 5% 5% 5%
Net Operating Income per Unit 162 776 1,696 Monthly Supportable Debt Service per Unit 125 597 1,305 Loan Amount 20,573 98,579 215,514
Affordable Unit Development Costs 438,500 438,500 438,500 Financing Gap per Affordable Unit 417,927 339,921 222,986 Fee Calculation for New For Sale Single Family Units
Units Demanded 16.99 18.37 5.67
Total Financing Gap 7,098,709$ 6,244,192$ 1,263,585$ Maximum Impact Fee per 100-Unit Development 14,606,486$ Maximum Impact Fee per Unit 146,065$
Prototype Square Feet 1,363
Maximum Impact Fee per Square Foot 107.16$
Fee Calculation for New Rental Units
Units Demanded 9.51 10.38 3.28
Total Financing Gap 3,976,367$ 3,529,754$ 730,359$ Maximum Impact Fee per 100-Unit Development 8,236,480$
Maximum Impact Fee per Unit 82,365$
Prototype Square Feet 827
Maximum Impact Fee per Square Foot 99.59$
Financing Terms
Debt Coverage Ratio 1.3
Interest Rate 6%
Term of Loan 30
Sources: Tables 7.1, 7.5, 7.6, 7.8, 7.9 and 7.10.

49 8. AB 602 Requirements
On January 1, 2022, new requirements went into effect for California jurisdictions implementing impact fees. Among other changes, AB 602 added Section 66016.5 to, the Government Code, which set guidelines for impact fee nexus studies. Four key requirements from that section which concern the nexus study are reproduced here:
66016.5. (a) (2) When applicable, the nexus study shall identify the existing level of service for each public facility, identify the proposed new level of service, and include an explanation of why the new level of service is appropriate.
66016.5. (a) (4) If a nexus study supports the increase of an existing fee, the local agency shall review the assumptions of the nexus study supporting the original fee and evaluate the amount of fees collected under the original fee.
66016.5. (a) (5) A nexus study adopted after July 1, 2022, shall calculate a fee imposed on a housing development project proportionately to the square footage of proposed units of the development. A local agency that imposes a fee proportionately to the square footage of the proposed units of the development shall be deemed to have used a valid method to establish a reasonable relationship between the fee charged and the burden posed by the development. 66016.5. (a) (6) Large jurisdictions shall adopt a capital improvement plan as a part of the nexus study.

Compliance with AB 602
The following sections describe this study’s compliance with the new requirements of AB 602. 66016.5. (a) (2) - Level of Service

1. For the park impact fees calculated under the existing standard methodology, the fees are calculated such that new development funds facilities at the existing level of service. The existing level service in terms of the existing park acres per 1,000 residents is shown in Table 3.5.

2. For fees calculated under the planned facilities methodology, the fees are calculated to ensure that the level of service does not fall to unacceptable levels. The fees calculated under this approach are the transportation, water, and sewer facilities impact fees . Projects were identified by City staff and in the water and sewer master plans as necessary to maintain an acceptable level of service. Note that the projects funded by the fees in some cases also benefit new development. The impact fees only fund new development’s proportional share of the projects. 66016.5. (a) (4) – Review of Original Fee Assumptions
The original fee schedules and corresponding revenue generated were reviewed by Willdan while conducting the nexus study analysis. The City currently charges one impact fee under the authority of the Mitigation Fee Act, the transportation impact fee. That fee was last comprehensively studie d in 1993. None of the improvements in the project list from the 1993 study were actively being pursued by the City, so it was appropriate to comprehensively update the impact fee to fund new development’s share of future needed facilities.

Table 8.1 displays annual fee revenue collecte d for the City’s only existing Mitigation Fee Act Fee, the transportation impact fee.

City of Buena Park Development Impact Fee Nexus Study Update 50 Table 8.1: Annual Collected Impact Fee Revenue
2019 2020 2021 2022 2023 2024
Annual
Average
Traffic Impact Fee Revenue 19,832.38$ 12,803.32$ 9,001.61$ 8,552.63$ 10,330.78$ 5,545.04$ 11,010.96$ Source: City of Buena Park.

66016.5. (a) (5) – Residential Fees per Square Foot
Impact fees for residential land uses are calculated per square foot for all fee categories and comply with AB 602.
66016.5. (a) (6) – Capital Improvement Plan
The planned facilities included in each chapter in this report. Adoption of this nexus study would approve the planned facilities identified herein as the Capital Improvement Plan for this nexus study.

51 9. Implementation
Impact Fee Program Adoption Process
Impact fee program adoption procedures are found in the California Government Code section 66016. Adoption of an impact fee program requires the City Council to follow certain procedures including holding a public hearing. This nexus study must be adopted at a public hear ing, with at least 30 days public notice. Data, such as an impact fee report, must be made available at least 10 days prior to the public hearing. The City’s legal counsel should be consulted for any other procedural requirements as well as advice regarding adoption of an enabling ordinance and/or a resolution. After adoption there is a mandatory 60 -day waiting period before the fees go into effect.

Inflation Adjustment
The City can keep its impact fee program up to date by periodically adjusting the fees for inflation.

Such adjustments should be completed regularly to ensure that new development will fully fund its share of needed facilities. We recommend that the California Construction Cost Index be used for adjusting fees for inflation . The California Construction Cost Index is based on data from the Engineering News Record and is aggregated and made available for free by the State of California.

The fee amounts can be adjusted based on the change in the index compared to the index in the base year of this study (2023).

While fee updates using inflation indices are appropriate for periodic updates to ensure that fee revenues keep up with increases in the costs of public facilities, the City will also need to conduct more extensive updates of the fee documentation and calculation (such as this study) when significant new data on growth forecasts and/or facility plans become available. Note that decreases in index value will result in decreases to fee amounts.

While fee updates using inflation ary indices are appropriate for periodic updates to ensure that fee revenues keep up with increases in the costs of public facilities, the City will also need to conduct more extensive updates of the fee documentation and calculation (such as this study) when significant new data on growth forecasts and/or facility plans become available.

Reporting Requirements
The City will comply with the annual and five -year reporting requirements of the Mitigation Fee Act. For facilities to be funded by a combination of public fees and other revenues, identification of the source and amount of these non -fee revenues is essential. Identification of the timing of receipt of other revenues to fund the facilities is also important.

Table 9.1 summarizes the annual and five -year reporting requirements identified in the Mitigation Fee Act.

City of Buena Park Development Impact Fee Nexus Study Update

52 Table 9.1: Mitigation Fee Act - Annual and Five-year Administrative Requirements CA Gov't Code
Section Timing Reporting Requirements 1
Recommended
Fee Adjustment
66001.(d)
The fifth fiscal year following the
first deposit into the account or
fund, and every five years
thereafter
(A) Identify the purpose to which the fee is to be put. (B) Demonstrate a reasonable relationship between the fee and thepurpose for which it is charged.
(C) Identify all sources and amounts of funding anticipated tocomplete financing in incomplete improvements.
(D) Designate the approximate dates on which supplemental funding is expected to be deposited into the appropriate account or fund.

Comprehensive
Update
66006. (b) Within 180 days after the last
day of each fiscal year
(A) A brief description of the type of fee in the account or fund. (B) The amount of the fee.
(C) The beginning and ending balance of the account or fund. (D) The amount of the fees collected and the interest earned. (E) An identification of each public improvement on which fees were expended including share funded by fees.
(F) (i) An identification of an approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement and the public improvement remains incomplete.
(ii) An identification of each public improvement identified in a previous report pursuant to clause (i) and whether construction began on the approximate date noted in the previous report.
(iii) For a project identified pursuant to clause (ii) for which construction did not commence by the approximate date provided in the previous report, the reason for the delay and a revised approximate date that the local agency will commence construction.
(G) A description of any potential interfund transfers. (H) The amount of refunds made (if any).

Inflationary
Adjustment
1 Edited for brevity. Refer to the government code for full description.

Sources: California Government Code §66001 and §66006.

City of Buena Park Development Impact Fee Nexus Study Update 53 Programming Revenues and Projects with the CIP
The City maintains a Capital Improvement Program (CIP) to plan for future infrastructure needs.

The CIP identifies costs and phasing for specific capital projects. The use of the CIP in this manner documents a reasonable relationship between new development and the use of those revenues.

The City may decide to alter the scope of the planned projects or to substitute new projects if those new projects continue to represent an expansion of the City’s facilities and provide benefit to new development. If the total cost of facilities varies from the total cost used as a basis for the fees, the City should consider revising the fees accordingly.

54 10. Mitigation Fee Act Findings
Public facilities fees are one -time fees typically paid when a building permit is issued and imposed on development projects by local agencies responsible for regulating land use (cities and counties). To guide the widespread imposition of public facilities fees the State Legislature adopted the Mitigation Fee Act (the Act) with Assembly Bill 1600 in 1987 and subsequent amendments. The Act, contained in California Government Code Sections 66000 through 66025 , establishes requirements on local agencies for the imposition and administration of fee programs.

The Act requires local agencies to document five findings when adopting a fee.

The five statutory findings required for adoption of the public facilities fees documented in this report are presented in this chapter and supported in detail by the preceding chapters . All statutory references are to the Act.

Purpose of Fee
▪ Identify the purpose of the fee (§66001(a)(1) of the Act).

Development impact fees are designed to ensure that new development will not burden the existing service population with the cost of facilities required to accommodate growth. The purpose of the fees documented by this report is to provide a funding source from new development for capital improvements to serve that development. The fees advance a legitimate City interest by enabling the City to provide public facilities for new development.

Use of Fee Revenues
▪ Identify the use to which the fees will be put. If the use is financing facilities, the facilities shall be identified. That identification may, but need not, be made by reference to a capital improvement plan as specified in §65403 or §66002, may be made in applicable general or specific plan requirements, or may be made in other public documents that identify the facilities for which the fees are charged (§66001(a)(2) of the Act).

Fees documented in this report, if enacted by the City, would be used to fund expanded facilities to serve new development. Facilities funded by these fees are designated to be located within the City limits. Fees addressed in this report have been identified by the City to be restricted to funding the following facility categories: parks and recreation facilities , transportation facilities, water facilities and sewer facilities.

Benefit Relationship
▪ Determine the reasonable relationship between the fees' use and the type of development project on which the fees are imposed (§66001(a)(3) of the Act).

The City will restrict fee revenue to the acquisition of land, construction of facilities , infrastructure and buildings, and purchase of related equipment, furnishings, vehicles, and services used to serve new development. Facilities funded by the fees are expected to provide a citywide network of facilities accessible to the additional residents and workers associated with new development.

Under the Act , fees are not intended to fund planned facilities needed to correct existing deficiencies. Thus, a reasonable relationship can be shown between the use of fee revenue and the new development residential and non-residential use classifications that will pay the fees.

City of Buena Park Development Impact Fee Nexus Study Update 55 Burden Relationship
▪ Determine the reasonable relationship between the need for the public facilities and the types of development on which the fees are imposed (§66001(a)(4) of the Act).

Facilities need is based on a facility standard that represents the demand generated by new development for those facilities. For each facility category, demand is measured by a single facility standard that can be applied across land use types to ensure a reasonable relationsh ip to the type of development. For some facility categories service population standards are calculated based upon the number of residents associated with residential development and the number of workers associated with non -residential development. To calculate a single, per capita standard, one worker is weighted differently than one resident based on an analysis of the relative use demand between residential and non -residential development. For transportation facilities, the cost standard is calculated per trip. For water and sewer facilities the standard is calculated per gallon per day of water or sewer flow generated, respectively.

The standards used to identify growth needs are also used to determine if planned facilities will partially serve the existing service population by cor recting existing deficiencies. This approach ensures that new development will only be responsible for its fair share of planned facilities, and that the fees will not unfairly burden new development with the cost of facilities associated with serving the existing service population.

Chapter 2, Growth Forecasts provides a description of how service population and growth forecasts are calculated. Facility standards are described in the Facility Standard sections of each facility category chapter.

Proportionality
▪ Determine how there is a reasonable relationship between the fees amount and the cost of the facilities or portion of the facilities attributable to the development on which the fee is imposed (§66001(b) of the Act).

The reasonable relationship between each facilities fee for a specific new development project and the cost of the facilities attributable to that project is based on the estimated new development growth the project will accommodate. Fees for a specific project are based on the project’s size. Larger new development projects can result in a higher service population resulting in higher fee revenue than smaller projects in the same land use classification. Thus, the fees ensure a reasonable relationship between a specific new development project and the cost of the facilities attributable to that project.

See Chapter 2, Growth Forecasts, or the Service Population sections in each facility category chapter for a description of how service populations or other factors are determined for different types of land uses. See the Fee Schedule section of each facility category chapter for a presentation of the maximum justified facilities fees.

City of Buena Park
City Council Regular Meeting Agenda Report

DISCUSS AND PROVIDE DIRECTION REGARDING RESPONSES TO THE ENERGY CONSERVATION AND EFFICIENCY

PROJECT (ESCO) REQUEST FOR PROPOSALS
Meeting
Tuesday, May 14, 2024, 5:00 PM
Agenda Group
STUDY SESSION Item: 9B
Presented By
Mina Mikhael, Director of Public Works/City Engineer
Prepared By
Mina Mikhael, Director of Public Works/City Engineer
Approved By
Aaron France, City Manager

DISCUSSION
The Energy Conservation and Efficiency Project is a project-delivery approach authorized by Government Code 4217 and utilized by public agencies to minimize their carbon footprint while simultaneously reducing energy costs by utilizing sustainable designs and improvements. On March 8, 2022, this concept was brought to the City Council for consideration.

The City Council expressed interest in the concept and directed staff to move forward with a Request for Qualifications (RFQ) to solicit consultants. The RFQ was structured for the Energy Service Companies (ESCOs) to deliver an energy project using a two step approach: the first was completing an Investment Grade Audit (IGA) to identify potential energy conservation measures and cost savings at City facilities; and the second was designing and building the conservation measure as improvements identified in the IGA. Though this delivery approach has been successfully utilized by public agencies, subsequent amendments to state law governing cities and conflicts-of-interest (namely Government Code section 1090) required cancellation and restructuring of the City's original RFQ.

Consistent with City Council direction provided on February 13, 2024, staff prepared and issued a revised RFQ that outlines a different project-delivery approach - known as "progressive design build" - that is specifically authorized by California law for large public projects. These new legislation allows cities to contract for both the design and construction of a project costing more than $5 million through a single contractor. The new process is more specifically outlined in the Agenda Report for this item during Study Session on February 13, 2024 which is included as Attachment A.

The RFQ calls requested proposals from interested qualified energy service companies ("ECSO") to study and design energy conservation measures and improvements as follows:
- Interior and Exterior LED Lighting: Upgrade or replace LED Lighting for interior and exterior of the Project Sites, with the exception of the exterior of Ehlers Event Center (already complete). - HVAC Replacements: City Hall, Police Department, and some park facilities. - HVAC Control: All Project sites.
- EV Charging Stations: City Hall, Police Department, Community Center, and Ehlers Event Center, and City Yard. Conduits or charging stations should be planned for fleet charging as well as public interface charging. - Solar PV Installations: Carport solar PV installations in specified area of the parking lot at Ehlers Event Center, City Hall, the Community Center, and City Yard, and rooftop solar PV installations at City Hall, Police Department, and City Yard. The solar PV installations will fall within the parameters of the City's NEM 2.0 application. - Others: The selected ESCO may investigate any other energy conservation measures or improvements at the Project Sites believed to be cost effective and consistent with the stated Project Goals. Other opportunities include mechanical pool equipment upgrades, water conservation strategies, and many other potential conservation measures.

Attachments
NORESCO SOQ for RFQ No. PW 24-01 City of Buena Park 3.28.24.pdf Attachment A.pdf
On March 28, 2024, the City received one proposal from NORESCO. Staff has reviewed the proposal and conducted an interview to further discuss NORESCO's qualifications and approach to the project. Over the past five years, NORESCO has implemented 43 energy performance contracts for public sector clients totaling over $400 million. NORESCO holds the required licenses and the expertise in delivering ESCO projects. They have done similar projects for government agencies such as the City of Fullerton, Los Angeles County, Cal State Universities of Long Beach and Pomona, as well as multiple unified school districts.

Staff is providing an update and seeking direction on finalizing an agreement with NORESCO for the audit and preliminary design portion of the proposed project outlined above. If directed by the City Council, staff will negotiate a contract with NORESCO to complete the audit and preliminary design portions of the proposed project and return to the City Council for formal adoption.

City of Buena Park
Response to Request for Qualifications for Energy Conservation & Performance Contracting

POINT OF CONTACT
Ryan Gunstream, Senior Account Executive
916-517-2769 | [email protected] | www.noresco.com March 28, 2024
This Proposal contains sensitive information which is confidential and proprietary to NORESCO, LLC (NORESCO). The reader is authorized to use this information solely for the purpose of evaluating a business relationship with NORESCO, acknowledges that release of this information to other parties could be damaging to NORESCO, and is not to divulge or distribute the information contained herein to any other party, except appropriate CUSTOMER personnel on a need-to-know
basis, without the written permission of NORESCO.

LOCAL OFFICE
2955 Red Hill Avenue, Suite 100
Costa Mesa, CA 92626

HEADQUARTERS
1 Research Drive, Suite 400C
Westborough, MA 01581
A Carrier Company
RFQ No. PW 24-01
Source: City of Buena Park Facebook
EXHIBIT A to RFQ
AFFIDAVIT OF NON-COLLUSION and NON-DISCRIMINATION
I hereby swear (or affirm) under the penalty of perjury:

1. That I am the responder (if the responder is an ind ividual), a partner in the company (if the responder is a partnershi p) , or an officer or employee of the responding corporation having authority to sign on its behalf (if the responder is a corporation);

2. That the attached response has been arrived at by the responder independently and has been submitted without collusion with and without any agreement, understanding or planned common course of action with any other Proposer designed to limit fair or open competition;

3. That the contents of the Request for Qualifications and Experience response have not been communicated by the responder or its employees or agents to any person not an employee or agent of the responder and will not be communicated to any such persons prior to the official opening of the responses;

4. The Respondent agrees not to discriminate against any employee or applicant for employment because of race, creed, color, sex, national origin, or ancestry. The Respondent shall take affirmative action to ensure that employees are treated without regard to their race, creed, color, national origin, sex, or ancestry.

S. In the event of the Respondent's non-compliance with this non-discrimination clause, the Proposer may be canceled or terminated. The Respondent may be declared ineligible for further contracts with the City of Buena Park until satisfactory proof of intent to comply shall be made by the Respondent.

6. The Respondent agrees to include this non-discrimination clause in any sub-contracts connected with the performance of this agreement.

I have read the above stated claus ree to abide by its requirements. (y [h f[Zed ' /f a[ufe, l-
Printed Name/Title: Pablo Hernandez, CFO, Vice President and Treasurer Company Name: NORESCO, LLC
Doing Business As: not applicable
subscribe 4 and swor t o me h ts. Li aay or !'lac [)..cl± ) o r e - tg, ( gj, 1 .

Ai Valeri e A Spaziani
@*t Notary Public

COMMONWEALTH OF MASSACHUSETT S
My Commission Expires
June 1, 2029
28 EXHIBIT B to RFQ
Statement of Acknowledgement

STATEMENT OF ACKNOW LEDGMENT
Proposer acknowledges that he/she has read and fully understands all aspects of the RFQ process, including but not limited to the evaluation criteria guidance as set forth in this RFQ package, and further agrees and understands that the City Council retains sole discretion to pick the Proposer which in the City Council's judgment is best qualified to perform Energy Conservation & Performance Contracting Services for the City of Buena Park.

I, the proposer, declare under penalty of perjury, that the information presented in this proposal is accurate and true to the best of my knowledge. I am aware that should any information be found false, the City of Buena Park may pursue any and all remedies authorized by law, which shall include the right, at the option of the City of Buena Park, of declaring any Contract made as a result thereof void.

IF OWNER:

Signature of Owner Date
IF PARTNERSHIP:

Signature of Partner (General Partner) Date
elaware Limited Liability Company
3/1/ 2029
Signature of President Date Páblo Hernandez, CFO, Vice President & Treasurer \/o 3 //3/202+ Signature of Secre tary Date Jami e Lynn Vanaria, Assistant Secretary & Legal Counsel EXHIBIT C to RFQ
29 LEVINE ACT DISCLOSURE STATEMENT
California Government Code section 84308, common ly referred to as the "Le vine Act," precludes an elected or appointed officer of a local government agency from making, participating in, or in any way attempting to influence the awarding of a contract by the agency if the officer receives any political contributions totaling more than $250 in the 12 months preceding the contract award, during the proceeding leading to the contract award, and for 12 months following the final decision on the contract, when the contribution is from any person that has a financing interest in the contract. This prohibition applies to contributions made directly to the officer, received by the officer on behalf of any other officer, or received on behalf of any candidate for office or on behalf of any committee. The Levine Act also requires disclosure of any such contributions to be made by a party to be awarded a contract by the local agency. The Levine Act does not apply to contracts that are competitively bid, labor, or personal employment contracts.

LEVINE ACT DISCLOSURES:
l. Have you or your company, or any agent on behalf of you or your company, made any contributions of more than $250 to any member of the Buena Park City Council in the 12 months preceding the date the City issued the request for proposals leading to the contract?

YES NO X
If yes, please identify the Councilmember(s) and amount of any such campaign contribution(s):

2. Do you or your company, or any agency on behalf of you or your company, anticipate or plan to make any contributions of more than $250 to any member of the Buena Park City Council after the date of the issuance of the request for proposals, or in the 12 months after the City Council's decision on the contract?

YES NO X
If yes, please identify the Councilmember(s):

NOTE: Answering yes to either of the two (2) questions above does not preclude the City of Buena Park from awarding a contract to your firm. It does, however, preclude the identified officer(s) from making, participating in, or in any way attempting to influence the contract award process.

Failing to provide full and accura te information on this form may,be gro unds for disqualifi cation and other legal penalties.

March 13, 2024
DATE SIGNA TURE bP NUTHORI ZED OFFI CIAL

NORESCO, LLC

NAME OF COMPANY
Pablo Hernandez, CFO, Vice President & Treasurer

NAME, TITLE
EXHIBIT D to RFQ
30 Dear Mr. Averell & Buena Park City Staff,
As the City of Buena Park (City) continues to demonstrate leadership in implementing sustainable and energy-efficient practices, NORESCO is excited for the opportunity to partner with the City once again to deliver comprehensive and practical cost-effective solutions to exceed the City’s sustainability and decarbonization goals. In 2023, NORESCO was honored to have been selected in the previously issued City of Buena Park ESPC RFQ. Over the past year, we have worked diligently to maintain a responsible state of readiness to serve by assisting the City to meet the NEM 2.0 deadline without payment, attending City Council meetings, and sponsoring the 2023 “State of the City,” all while providing City staff with critical updates on relevant funding opportunities and allowing the legal process to complete.

We understand the goal of this new RFQ is to implement energy efficiencies and operational savings related to infrastructure improvements, with no capital outlay from the City and having the scope of work pay for itself from these savings over time. NORESCO has spent the last 40 years delivering the exact services requested in this RFQ, with 24 years in California. Our team is ready to meet this extraordinary opportunity to deliver the benefits of this project to the residents, visitors, and the shared community. Our local Costa Mesa-based personnel are fully dedicated to serving the City from start to finish with the project and beyond.

With our technical and financial prowess, we are confident and prepared to deliver design-build, performance-driven implementation that meets the technical needs of the project as well as the sociocultural needs for the long-term well-being of the community we share. We also want to re- emphasize our continued commitment to identify and propose innovative solutions in fulfilling the goals outlined in this RFQ and the 2035 General Plan. We acknowledge and will sign the City’s Standard Professional Services Agreement (Exhibit D) and can confirm we meet all required insurance limits and all minimum qualifications outlined in this RFQ.

Our response represents our ongoing allegiance to the City of Buena Park, as shown throughout this narrative. We are enthusiastic about incorporating NORESCO’s promises by participating in creating a better future for all residents and visitors to the “Center of the Southland.” Upon selection, our team looks forward to resuming our successful work with the City and delivering benefits to the residents and visitors to the City of Buena Park.

All the Best,
Ryan Gunstream
Mobile: 916-517-2769
Email: [email protected]
March 28, 2024
Mark L. Averell
Purchasing Manager
City of Buena Park
6650 Beach Boulevard
Buena Park, CA 90621
RE: ENERGY CONSERVATION & PERFORMANCE CONTRACTING SERVICES - RFQ NO. PW 24-01 A Carrier Company Cover Letter

NORESCO is a charter
member of NAESCO
and has been accredited
since the inception of the
program in 1996.

NORESCO’s General
Contractor License –
NORESCO has held an active
General Contractor License in
California since April 2001.

Minimum Requirements/
Prerequisites
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company Minimum Requirements / Prerequisites Accreditation: Accredited by the National Association of Energy Services Companies (NAESCO) and is included on the U.S. Department of Energy’s (DOE) Qualified List of Energy Service Companies.

The City can have confidence in NORESCO as an original charter member of the National Association of Energy Service Companies (NAESCO).

We have been NAESCO accredited since 1996 and are presently rated as an Energy Service Provider (ESP) top accreditation. Companies seeking NAESCO-accredited status must apply to a committee of unaffiliated industry experts and thoroughly examine their core competencies and business practices. NAESCO accreditation helps to ensure NORESCO is qualified to provide all the services required for an ESPC project. Our accreditation confirms our commitment to this industry and to quality work.

Project History: Successfully implemented at least five (5) energy performance contracts for public sector clients in the last five (5) years.

Over the past five years, NORESCO has implemented 43 energy performance contracts for public sector clients totaling $427.9M. In addition to traditional energy performance contracts, we’ve implemented 1,573 energy services contracts totaling over $99.4M.

Licensing: Hold an active Class A – General Engineering and a Class B – General Building Contractor’s licenses in California.

Having both Class A and B Contractor Licenses ensures the City will receive a superior project. Since April 2001, NORESCO has held an active General Contractor Class B License and General Engineering Contractor Class A License, No. 991965, expiring 4/30/2024. Holding both Class A and Class B Licenses shows our capabilities to provide specialized engineering knowledge and to engineer and implement deep retrofits for water/wastewater systems, streetlights, and energy-consuming equipment.

NAESCO
Ener gy Service Pr ovider

ACCREDITED
Bonding Statement & Capacity: In a separate attachment, include a statement of the firm’s bonding capacity from a Surety Company (A-or better for the prior four quarters) along with the proposer’s submittal.

NORESCO uses a just-in-time bonding strategy whereby our bonding limit is periodically adjusted as appropriate to meet forecasted project requirements. This strategy is possible due to our financial strength and reputation in the marketplace, enabling us to keep bonding costs lower for our customers. NORESCO has been supported with surety bonds on single projects up to $50 million with an aggregate work program of $250 million. Bonds are underwritten by Travelers Casualty and Surety Company of America, which maintains an A++ Superior rating from A.M.

Best Company.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company Minimum Requirements / Prerequisites 6650 Beach Boulevard, Buena Park CA 90620

CITY OF BUENA PARK

FINANCE DEPARTMENT
(714) 562-3737 FAX:(714) 562-3728

BUSINESS LICENSE TAX CERTIFICATE

TEAR ALONG LINE AND POST THIS CERTIFICATE IN PUBLIC VIEW Monday, March 04, 2024

PLEASE NOTE THE FOLLOWING
Attached below is your current Business License Tax Certificate. Once you have obtained a license, a renewal will automatically be forwarded to you fifteen (15) days before your expiration date. If you do not receive a renewal notice, please contact the Business License Office. Failure to receive a renewal notice does not relieve the business owner of his/her responsibility in renewing the business license nor are grounds for waiving any penalities or interest.

Please contact the Business License Division at (714) 562-3736 prior to making any of the following changes:

License #: BL-035803

NORESCO, LLC
1 RESEARCH DR #400C
WESTBOROUGH, MA 01581

MEAD RUSERT/TROY WALTERS

CITY OF BUENA PARK BUSINESS LICENSE

NOT TRANSFERABLE

THIS BUSINESS LICENSE TAX CERTIFICATE DOES NOT GUARANTEE COMPLIANCE WITH STATE OR FEDERAL LICENSING REQUIREMENTS.

Issuance of this certificate indicates that the person, firm, or corporation named below has paid the applicable business tax, pursuant to Chapter

5.00, Title 5, Section 040 of the Buena Park Municipal Code, for the business, enterprise, trade, calling, profession, exhibition, or occupation described below. Issuance of this Certificate is not an endorsement, nor certification of compliance with other ordinances or laws.

TO BE POSTED IN A PLACE VISIBLE TO THE PUBLIC-THIS IS YOUR CURRENT TAX CERTIFICATE Business Name: NORESCO, LLC
Business Location:

Tax Certificate No:

Expires: 12/31/2024 Finance Director
MOBILE
BL-035803
Description: ENERGY SAVING PERFORMANCE

CONTRACTING

1. Name Change

2. Change of address within the City (requires zoning approval prior to commencing)

3. Ownership or representation change.

4. Business activity change
Business License: The selected Contractor will be required to be licensed in accordance with the City of Buena Park Business License Ordinance.

NORESCO obtained a City of Buena Park Business License.

No Bankruptcies: Have not filed for bankruptcy under any business name over the past five (5) years.

NORESCO has never filed for bankruptcy in our 40-year history.

Source: City of Buena Park Facebook
Table of Contents

ATTACHMENTS
Attachment 1: Bonding Letter
Attachment 2: Project Team Resumes
Attachment 3: Certificate of Formation
Attachment 4: Preliminary Project Schedule
Attachment 5: Sample Reimbursement Schedule
Attachment 6: Audited Financial Statements
Attachment 7: Available Levels of Financing
Attachment 8: Customer Secured Utility Savings
B. INTRODUCTION
C. COMPANY PROFILE
E. MANAGEMENT AND STAFFING
G. EXECUTION PLAN
H. LITIGATION DISCLOSURE
I. FINANCIAL STABILITY
M. SAFETY RECORD
N. COMPENSATION/FEE SCHEDULE
P. VERIFICATION OF PROPOSAL
K. SUBCONTRACTOR LISTING
J. BONDING AND INSURANCE
D. OWNERSHIP & CORPORATE INFORMATION
F. PRIOR RELATED EXPERIENCE & COMPETENCE
L. WORKER’S COMPENSATION & SAFETY
O. INDICATIVE COST BUILD UP MODEL
Total proposal presentation does not exceed the page count requirement.

Review of this document is single page front to back.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company Table of Contents

1.i

3.i

3.ii

5.i

12.i

17.i

17.ii

18.i

19.i

20.i

20.ii

21.i

21.i
B. INTRODUCTION
City of Buena Park, CA
Energy Conservation & Performance Contracting

1.iA Carrier Company B. Introduction
By selecting NORESCO, the City of Buena Park (City) will have chosen the best-qualified partner to achieve the City’s stated project goals of long-term energy and water use reduction through turnkey project design and implementation with no upfront cost to the City.

Our team has invested several years through informal conversations with multiple City staff and City Council members and has attended countless City Council meetings both in person and virtually, including reviewing current City budgets, comprehensive annual financial reports, and Capital Improvement Plans (CIP). Over the last year, we have kept City staff abreast of funding opportunities and assisted the City with securing NEM

2.0 without payment. We believe our proactive approach allowed us to build mutual trust and understanding of ways to solve these challenges together.

This proposal includes a comprehensive set of technical and financial solutions that will lead to greater building functionality and occupant comfort, improved utilization of technology, and training of City employees with the promotion of private-sector job creation. These benefits provide greater positive public recognition.

NORESCO’s preliminary investigation of the City’s facilities revealed opportunities for comprehensive modernization upgrades, including energy and water infrastructure, renewable energy, electric vehicle fleet charging infrastructure, and a financial efficiency program. Our proposed program has the potential to generate $14 million in revenue, create renewable energy credits, and realize utility cost avoidance over the projected 20-year lifetime of the project while being self-funded from revenue and savings and fully complying with CA 4217 and SB 706.

Demand-side savings will result from technology upgrades to the City’s heating, ventilation, and air conditioning (HVAC) and modernizing building automation systems (BAS); a comprehensive upgrade of building infrastructure (i.e., light-emitting diode (LED) lighting, building controls, domestic plumbing, etc.); community pools; pumping infrastructure; and irrigation system modernization for water savings.

As we demonstrated with our recent project at the City of Fullerton, and as the City anticipates increased visitors to the entertainment sector during the completion of OC Vibe, the FIFA World Cup in 2026, and the 2028 Summer Olympic Games, we can implement connected “Smart City” technology that ensures compliance with the City Council’s goal of environmental justice through the deployment of climate/ greenhouse gas (GHG) monitoring sensors, equitable services throughout the community such as municipal Wi-Fi for greater economic development, and enhancement of public safety.

Source: City of Buena Park Facebook
$5.2 BILLION
in guaranteed savings
108%
guaranteed savings accuracy rate
10,000+
facilities audited
500+
employees dedicated to energy and water efficiency services $4.8+ BILLION
project funding solutions
40 YEARS
providing design-build energy services

NAESCO ESP ACCREDITED
Top Industry Accreditation

ACTIVE A & B
general contractors license in CA
24 YEARS
in California
14 YEARS
without an OSHA incident
0 past or pending litigation for energy savings

0.53 EMR
excellent safety rating
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company B. Introduction
NORESCO is uniquely qualified for this project through 40 years of delivering the exact energy and water turn-key solutions detailed in this RFQ. We have implemented more than 170 projects totaling over $892.6M for municipal customers through holistic auditing of potential efficiency measures, project development and structuring, including engineering and financial recommendations, and project implementation with guaranteed performance. We have delivered over $5 billion in guaranteed energy savings with a 108% accuracy rating on our performance guarantees with no litigation history.

Our local Orange County office in Costa Mesa will support the City’s project. This office can provide the complete scale of energy services, including auditing analysis, project development, funding identification, program implementation, ongoing training and services, remote monitoring, construction management, and annual measurement and verification (M&V). Ryan Gunstream will be your local contact and resides within 10 miles of the City. Once selected, we can immediately apply our knowledge, mobilize our resources quickly, and enable the City to realize the benefits and savings of the program much sooner.

A sample of our Southern California clients includes the cities of Fullerton, Brea, Irvine, Glendale, and Colton; Riverside County; Los Angeles County; Los Angeles Unified School District; and other California governmental agencies such as the Department of General Services (DGS) and the California Energy Commission (CEC). This vast experience has given our team unique insight into the local business context and the network of service providers and subcontractors. Our selection to author the future of Title 24 requirements by the CEC provides the City solid grounding and insight into the future structure and operation of the electricity and natural gas markets.

1.ii
City of Buena Park, CA
Energy Conservation & Performance Contracting

2.iA Carrier Company B. Introduction

KEY ADVANTAGES
The advantages a NORESCO project will provide the City include:

IN-HOUSE PROJECT MANAGEMENT
In-house project management is the backbone of a successful energy project. NORESCO employs full-time construction project managers to ensure our installations are closely coordinated, monitored, safe, and conform to quality standards. During construction, our onsite project manager, dedicated to the City’s project, will oversee the day- to-day progress and will schedule work to ensure proper coordination and sequencing, worksite safety, and timely completion of individual energy conservation measures (ECMs). Our project managers are responsible for coordinating all construction activities, including managing subcontractors, overseeing site safety, ensuring compliance with state and local regulations, developing as-built documents and project-specific operation and maintenance manuals, and providing financial accountability. This approach results in cost savings, improved communication, immediate access to resources, better risk management, and increased flexibility.

RENEWABLE ENERGY , ELECTRIFICATION,

AND BACKUP RESILIENCY
The City will realize the most significant benefit from our approach, which is to first address energy and building efficiency through in-building improvements first and then right-size renewable energy opportunities with accurate modeling of the billing tariffs being offset, the value of exported energy, and identification of all applicable incentives. This approach contrasts with competitors who need to overdevelop solar photovoltaic (PV) to compensate for the large staff overhead. NORESCO’s approach will provide the City with appropriate renewable energy installations that will not cause overdevelopment and will deliver climate resiliency and advance sustainability.

We identified potential solar PV systems with additional EV charging systems for the City fleet and public use at the City Hall/Police Department, Ehlers Complex, Community Centers, and Public Works facility. Solar PV with battery storage in areas such as the Ehlers Senior Center with battery storage for resiliency during extreme heat events, and at critical water infrastructure sites that may provide more resiliency for pumping operations during emergencies. In conjunction with, or separate from, solar PV systems, the viability of battery storage to provide tangible value streams to the City, be they electric-cost reduction, resiliency, utility incentive, or others, shall be thoroughly vetted.

On behalf of the City, NORESCO submitted Net Energy Metering (NEM)

2.0 applications for five facilities across Buena Park. This utility net metering program closed in March of 2023 and has significant benefits over the existing NEM 3.0 program, which reduces the value of exported energy by up to 80%. Shown below, in Figure B-1, is a site plan of the proposed PV carport system that would sever City Hall, which was submitted to SCE in the NEM 2.0 submission.

Figure B-1 Proposed
Carport System Site Plan

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company B. Introduction

PRODUCT NEUTRALITY & TECHNICAL

APPROACH EXPERTISE
NORESCO does not manufacture nor represent any equipment, and we take a product-independent approach to selecting equipment. We are a part of Carrier Global Corporation; however, we defer to our customers’ preferences and remain product neutral. Our product and service recommendations are based on customer preference and the best value for our clients. We have installed HVAC brands such as Trane, Rheem, Bryant, York, and many others. Our team has decades of experience modernizing and installing building automation systems such as Carrier i-Vu, Honeywell, Metasys, and Tracer.

Our technical approach starkly contrasts competitors who overly emphasize a myopic focus on engineering and may not fully understand the necessity of linking constructability verification and developing a comprehensive M&V approach, resulting in project delays and potential litigation and blaming customers for inaccurate results. Our approach is bolstered by including our in-house construction managers to balance our focus between design and constructability. Furthermore, our advanced IGA and constructability design will consist of specifications of major equipment components required of each ECM. It will enable early materials purchases through our global procurement advantages, expedite procurement, and minimize any supply chain issues with the delivery of equipment to the sites.

LOCAL ECONOMY & COMMUNITY ENGAGEMENT
Our shared vision for the City’s project is not only about infrastructure modernization, but to help shape the City’s economic development by honoring the LA/OC Building & Trades Council Community Workforce Agreement. Hiring local subcontractors to complement our in-house capabilities will produce a multiplying effect for the community on the number of jobs created and the positive local economic impact during the development and construction of the project for the City. We estimate that our project will create at least 50 local jobs, boosting household income by $5.7M and generating nearly $6M for local spend, according to the Bureau of Economic Analysis.

NORESCO’s community engagement team has extensive experience creating communication strategies and outreach programs that engage broader audiences through print, websites, and interactive events where the City can present economic and environmental benefits, educate the community about the benefits of the project and its technologies, and promote associated educational opportunities in English, Spanish, and Korean.

2.ii
The Responding Party shall provide a general description of the firm, including a brief history and summary of its experience in providing similar services as those requested in the RFQ in relation to our facility characteristics and project objectives.

The City of Buena Park seeks
interested firms capable of
designing and implementing
energy conservation, energy
efficiency, energy generation,
and other energy-related
capital improvement services.

For 40 years, NORESCO has
been providing these exact
services. NORESCO helps
clients adapt to and mitigate
the impacts of climate change
by decarbonizing, modernizing,
and electrifying aging infrastructure to be more sustainable and resilient.

By deploying innovative distributed energy, storage, and renewable energy solutions, NORESCO improves the health and efficiency of existing campuses, buildings, and communities. To date, NORESCO has guaranteed more than $5 billion in energy and operating cost savings at more than 10,000 facilities while reducing customer CO2 emissions by more than 25 million metric tons – the equivalent of planting 1.4 million acres of forest. NORESCO is a part of Carrier Global Corporation, a leading global provider of healthy, safe, and sustainable building solutions with a world-class, diverse workforce.

C. COMPANY PROFILE
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company B. Introduction / C. Company Profile

FINANCING & FUNDING EXPERTISE
We have assisted in financing over $5 billion in project financing for our clients. Our Funding team has delivered over $1 billion in funding solutions through grants and other incentives with over an 87% success rate. We are tracking the most current legislation and incentives, such as the Energy Conservation Assistance Act, the Infrastructure Investment & Jobs Act, and the Inflation Reduction Act with the Infrastructure Tax Credit.

Our funding team has 27 highly qualified and experienced grant writers nationwide.

Additionally, we have partnered with The Energy Coalition (SoCalRen), which has experience serving more than 700 cities, counties, school districts, water districts, sanitation districts, and other public agencies served by investor-owned utilities (IOUs) throughout Southern California.

SoCalREN is administered by the County of Los Angeles and funded by utility ratepayers under the auspices of the California Public Utilities Commission (CPUC), which will ensure even faster incentive processing times for interior and exterior LED lighting upgrades, HVAC replacements, VFD installation, and backup generation. Depending on the final scope of work, we project the City will qualify up to $60 per metric ton of CO2, with underserved communities receiving double the incentive per metric ton of CO2. Our City of Fullerton project will decrease CO2 emissions by

2.8 million pounds.

Currently, NORESCO has no specific exceptions to the City’s Standard Agreement for Consultant Services. However, because the project scope, the contract value, and the services provided are currently not defined, NORESCO reserves the right to negotiate contract terms in the future when final project details are defined. Regarding insurance, NORESCO commits to comply with all material provisions of the insurance requirements outlined in the General Terms and Conditions, provided that NORESCO reserves the right to negotiate specific provisions as required by the policies of its parent company, Carrier Corporation.

3.i
If the Responding Party is a privately held corporation, limited liability company, partnership, or joint venture, provide a listing of all of the entity’s shareholders, partners, or members known at the time of the proposal submission will perform work on the project. If Responding Party is a corporation limited liability company, partnership, joint venture, or other legal entity, provide a a copy of the organizational documents or agreement committing to form the organization.

D. OWNERSHIP
& CORPORATE INFORMATION
List the roles, responsibilities and hourly pay rates of the individuals who will be directly involved with the project, including the Project Manager, that will be the primary contact with City staff and any subcontractors, and provide their individual resumes.

In recent years, NORESCO has had informal discussions with multiple City staff and City Council members, developing a solid understanding about its infrastructure, needs and challenges. This proactive approach has built mutual trust and understanding of ways to solve the challenges faced by the City. NORESCO has the experience, capability, and track record with the full range of services required to deliver a successful turn-key project.

We optimize quality control and distinguish ourselves from competitors by employing expert in-house teams performing all critical technical, management, and financial functions.

E. MANAGEMENT
& STAFFING
The NORESCO team members listed below have been hand-selected based on our understanding of the unique challenges and desired solutions as described through our conversations with City staff and this RFQ. The core project team is a group of seven individuals committed to the success of the City’s project. These seven individuals are industry experts in energy auditing, project design, construction management, public bidding, financing of public projects, staff training on operations/ maintenance, and energy-saving monitoring. These core team members include Ray Smudde, local project manager serving as the main point-of- contact throughout the life of the energy conservation and performance contracting project for both the City and subcontractors. He also serves as a construction resource during the development phase and will manage the project during the construction phase, including project on-site and overseeing daily activities. Ryan Gunstream, senior account executive supporting project communication and ensuring work is aligned with project goals and objectives; Kristen Salinas, LEED AP®, sustainability specialist providing sustainable design and planning; Aaron Hart, P.E., LEED AP®, manager of development & engineering heading the development, engineering, and design efforts; Matt Shannon, development lead managing the project during the development phase; Samantha Trbovich, supervisor of behavior change services overseeing community outreach and Green Operations behavior change; and Leo Coira, manager of small and minority programs who will proactively engage with potential subcontractors and community partners to ensure a robust network and outreach. We are proud to support the City in keeping project dollars local by employing several employees who live in Orange County and through our Costa Mesa, California office that will serve as our local project office with supporting office locations in Oakland and Sacramento, California.

Project team hourly rates are provided in N. Compensation Fee Schedule.

Resumes are provided as Attachment 2: Project Team Resumes.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company D. Ownership & Corporate Information / E. Management & Staffing

3.ii
Refer to Attachment 3: Certificate of Formation.

Duties and Responsibilities: Local Project Manager – Customer main point of contact, development construction expert, management of onsite construction and subcontractors for the duration of the project Relevant Experience: Mr. Smudde has 30+ years of project management and HVAC control design experience. At NORESCO, he is the primary liaison for customer relations during construction of water and energy savings projects ensuring the successful and timely implementation of energy conservation measures, project safety and coordination and supervision of NORESCO employees, subcontractors, vendors, and suppliers. His recent project experience includes the City of Fullerton; California Department of Corrections, Centinela and Calipatria; City of Chicago, Illinois; and Missouri City, T exas. Y ears of Experience: 33
Duties and Responsibilities: Senior Account Executive – Oversight of customer communication and solutions based on the City’s goals and ongoing customer communication throughout the process
Relevant Experience: Mr. Gunstream has 15+ years of experience in the energy services industry. He provides program education, develops program solution, identifies financing and grant options, and develops and presents comprehensive energy conservation projects to prospective customers.

Mr. Gunstream uses an open, collaborative, and multi-step planning process to ensure that all stakeholders are informed and involved at each step and that the appropriate NORESCO resources are allocated throughout each phase of the project. His recent project experience includes the cities of Martinez, Fullerton, Redding, Concord, and San Leandro; County of San Joaquin; and Yorba Linda Water District. Y ears of Experience: 16 Duties and Responsibilities: Manager, Development & Engineering – T echnical and financial analysis, design, and project development Relevant Experience: Mr. Hart handles planning and managing energy savings projects from initial identification and investigation to the detailed audit phase and into construction. He coordinates work between sales and development, engineering, commodities, measurement and verification, and construction to deliver a high-quality product on time and on budget. He also works with a team to develop proposals, conducts detailed energy audits, calculates energy savings from facility improvements, prepares scopes of work, and selects new equipment for energy efficiency measures.

On a recent project, he developed the implementation of over 3 megawatts of distributed generation at 30 separate customer sites. His recent project experience includes the City of Fullerton; Kern High School District; Los Angeles Unified School District; and Natomas Unified School District.

Y ears of Experience: 19
Duties and Responsibilities: Sustainability Specialist – Sustainable design, site planning, water/wastewater innovations, and habitat and historical conservation
Relevant Experience: Ms. Salinas provides guidance and recommendations on integrating sustainable design into new and existing buildings. She has more than 15 years of experience working extensively with the California Energy Commission and utilities in California, supporting compliance improvement programs under the Statewide Codes and Standards. She works with building departments, local utilities, and other stakeholders to improve compliance with the state’s energy code, Title 24, Part 6, with the goal of reducing energy use across California. Her recent project experience includes the City of Martinez; City of Fullerton; City of Encinitas, San Diego Gas & Electric; City of Sacramento; City and County of Denver; and King’s Hawaiian. Y ears of Experience: 18
Our Team

Ray Smudde

Ryan Gunstream

Kristen Salinas, P.E.,
LEED AP® BD+C, WELL AP, MBA

Aaron Hart, P.E., LEED
AP® BD+C
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company E. Management & Staffing

4.i
Duties and Responsibilities: Development Lead – T echnical and financial analysis, design, and project development Relevant Experience: Mr. Shannon manages the assessment of customer sites for energy savings measures and infrastructure improvements, channeling viable opportunities through analysis, energy savings calculations, and verification steps on through successive design and development.

He facilitates among sales, development engineering and construction resources the results, recommendations and timelines communicated to the customer to achieve improvements. His previous project experience for energy infrastructure and renewable energy projects includes Durango School District 9-R in Durango, CO; Amphitheater Public Schools in Tucson, AZ; Arizona Department of Public Safety; City of Fountain, CO; City of Phoenix, AZ; and Tucson International Airport, AZ. Y ears of Experience: 24 Duties and Responsibilities: Supervisor of Behavior Change Services – Community outreach and Green Operations behavior change Relevant Experience: Ms. Trbovich develops and delivers programs including community outreach, Energy Conservation Through Behavior Change® and other customized solutions for the Green Operations team. Her recent experience includes the City of Martinez; City of Fullerton; California State University, Fresno; City of Tucson, AZ; and Honolulu Department of Parks and Recreation, Hawaii. Y ears of Experience: 13 Duties and Responsibilities: Manager of Small and Minority Business Programs – Identifies, evaluates, and manages small and minority business partners and subcontractors
Relevant Experience: Mr. Coira is instrumental in developing a pool of subcontractors qualified to help NORESCO meet the challenges of the energy transition. He works with small, disadvantaged, minority-owned, woman-owned, and veteran-owned business enterprises to support commitments to our clients’ diversity, equity, and inclusion programs. Y ears of Experience: 8 Our Team

Samantha
Trbovich

Matthew
Shannon

Matt
Shannon

Leo Coira
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company E. Management & Staffing

4.ii
170
Municipal Energy Savings Performance Contracts
$892 MILLION
Infrastructure improvements
$1+ BILLION
Avoided Energy Costs
“The goal of the city’s energy savings program is to upgrade critical infrastructure and deliver economic and environmental benefits, for our residents and our staff. Through NORESCO’s expertise, we will leverage guaranteed energy savings to pay for additional renewable energy, replace old and inefficient HVAC systems and place additional electric vehicle charging stations. This will allow us to stretch our general fund dollars, while improving community safety, and progressing towards our sustainability and climate goals.“
Fred Jung, current City Council Member and former Mayor City of Fullerton
The successful Contractor shall be skilled and regularly engaged in the general class or type of work called for by this Request for Proposals and also have no less than five (5) years of experience in the magnitude and character of the work proposed. It is the intention of the City to award a contract to a Responding Party who furnishes the satisfactory evidence that they have the requisite experience, ability, sufficient capital, and facilities to enable them to perform the work successfully and properly, and to complete it within the time specified. T o determine the degree of responsibility to be credited to the Responding Party , the City will weigh any evidence that the Responding Party has performed satisfactorily on other contracts of like nature, magnitude, and comparable difficulty. The City will only consider submittals from ESCOs whose proposed team can demonstrate the following background and capabilities:

The City of Buena Park will receive the greatest benefit by partnering with NORESCO through our 40 years of experience in the magnitude and char- acter of the the work requested in this RFQ. We have implemented more than 170 individual comprehensive energy conservation and performance contracting programs for municipalities across the country with over a billion dollars in avoided energy costs.

NORESCO team members assigned to the City’s project have significant expertise in the delivery of similar energy conservation and performance contracting programs including solar and battery storage projects while delivering the ECMs requested by the City of Buena Park. A similar project recently awarded to NORESCO includes the City of Fullerton, California.

While nearly complete, this project includes measures such as energy efficiency upgrades; renewables, batteries, and resiliency projects;, water system infrastructure; and behavior change. Our project delivery method minimizes risk to customers with rigorous safety standards and quality assurance protocols.

F. PRIOR RELATED

EXPERIENCE & COMPETENCE
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence Representative CA
Municipal Customers
City of Clovis, City of Colton,
City of Cupertino, City of Fremont,
City of Fullerton, City of Lafayette,
City of Los Altos, City of Martinez, City of Tracy,
Los Angeles County, City of Morgan Hill

5.i
The following list is representative of NORESCO’s municipal projects of similar scope and nature performed over the past five years. • City of Fullerton, CA
• City of Martinez, CA
• City of Colton, CA
• City of Livingston, CA
• Waterford Unified School District, CA
• Fresno Unified School District, CA
• Atwater Elementary School District, CA
• Natomas Unified School District, CA
• Oakdale Joint Unified School District, CA
• Kern High School District, CA
• Los Angeles Unified School District, CA
• City of Tucson, AZ
• City and County of Denver, CO
• Town of Berlin, CT
• City of Waterbury, CT
• RSD 13 Durham, CT
• CREC Magnet Schools, CT
• Spalding County, GA
• City of Atlanta, GA
• City and County of Honolulu, HI
• City of Chicago, IL
• Cook County, IL
• Whiting School District, IN
• Braintree Public Schools, MA
• Charles County, MD
• Montgomery County, MD
• Baltimore County
Public Schools, MD
• City of Sunland Park, NM
• Sewanhaka School District, NY
• Philadelphia School District, PA
• Southeastern Pennsylvania
Transportation Authority, PA
• City of Dunlap, TN
• Hickman County, TN
• Missouri City, TX
• Virginia Beach City
Public Schools, VA

1. A long term, well established ESCO in the State of California; Over the past 24 years, NORESCO has implemented more than 89 energy projects totaling over $295M throughout the state of California, and 430 sustainability services projects totaling more than $70M. NORESCO understands how to successfully deliver energy projects throughout California.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence Figure F-1. NORESCO’s California Expertise
The City will benefit from 24 years of NORESCO’s expertise with California legislation and local utility providers resulting in an efficient and successful project.

5.ii
K-12
• Los Angeles USD
• Fresno USD
• Natomas USD
• Riverside CCD
• Kern HSD

HIGHER EDUCATION
• CSU Fresno
• CSU Long Beach
• CSU Humboldt
• CSU Pomona
• Riverside CCD

FEDERAL
• Travis Air Force Base
• Veterans Integrated Service
• Network
• IRS Fresno
• FAA TRACON Mather
• Ronald Reagan Library

REPRESENTATIVE PERFORMANCE

CONTRACTING PROJECTS

MUNICIPALITIES AND

LOCAL GOVERNMENT
• City of Fullerton
• City of Martinez
• City of Colton
• Los Angeles County
• Kern County

CORRECTIONAL INSTITUTIONS
• CDCR Calipatria
• CDCR Centinela
• CI Taft
• FCI Victorville
• High Desert State Prison

CALIFORNIA INVESTOR-

OWNED UTILITIES
• San Diego Gas & Electric
• Pacific Gas & Electric
• Sacramento Municipal Utility District
• Southern California Edison
• Los Angeles Department of Water & Power
2) Implementation of comprehensive energy conservation measure on public works projects such as Water/Waste Water Districts, County, and Municipal Facilities; NORESCO has successfully executed 630 comprehensive energy conservation measure projects worldwide over the past 40 years totaling more than $5.3 billion for water/wastewater districts, county, and municipal/local government facilities among other types of customers WATER/WASTE WATER DISTRICTS $154.6M
• City of Atlanta
• Kailua Wastewater Treatment Plant
• City & County of Honolulu Board of Water Supply
• Anchorage Water & Wastewater Utility
• Cook County
• Los Angeles County
• Montgomery County
• Fairfax County
• Allegheny County
COUNTY $238.2M
including state, federal, and higher education. Listed below is our performance contracting work, this is our primary business and has been our main focus over the past 40 years. We contrast our experience with those competitors who try and list all of their services/projects into one bucket to create the illusion of strength. We want to provide the city “apples- to-apples” to what has been requested in this RFQ. The projects listed below are a demonstration of NORESCO’s experience by segment type. • City of Fullerton
• City of Martinez
• City of Livingston
• City of Denver
• City of Chicago
• City of Waterbury
MUNICIPAL / LOCAL GOVERNMENT $892.6M
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

6.i
• Minnesota State Administration
• Maryland Motor Vehicle Division
• State of Rhode Island Pastore Center
• Hawaii Dept of Accounting
and General Services
STATE $856.4M
• Veterans Integrated Services Network
• Library of Congress
• U.S. Mint
• General Services
Administration
• National Institute of Health
FEDERAL $2.2B
• University of Rhode Island
• U.S. Military Academy, West Point
• California State University
• University of Massachusetts,
Dartmouth
HIGHER EDUCATION $566.7M
NORESCO has partnered with The Energy Coalition
(SoCalRen) to provide the quickest and easiest path to
identify and secure all available utility incentives.
3) Experience in procuring utility company incentives:

We consider it our duty to identify and secure all possible funding to help our customers receive as much money back for their investments.

NORESCO has negotiated and secured more than $135 million in utility rebates from across the country.

For our City of Buena Park project, we have partnered with The Energy Coalition (SoCalRen) to expedite cash incentives for energy efficiency upgrades that have energy savings calculations pre-approved by the CPUC. This helps us save time on engineering calculations and helps the City to get your project installed faster. These incentives do not require comprehensive pre-approval. We will exhaust all possible funding solutions including Southern California Edison (SCE) rebates, CEC incentives, and South Coast Air Quality Management District (SCAQMD) incentives. We will arrange and submit the documentation necessary to ensure that the City receives the maximum offset possible for the improvements we install.

Available programs through SCE include: Illuminate California, the Statewide Midstream Water Heating Program, Net Energy Metering, Open Automated Demand Response (OpenADR), and standard utility rebates for energy efficiency upgrades. We anticipate the City will qualify for at least $32,300 in utility incentives through our project. For a sample list of customer savings NORESCO has secured, refer to Attachment 8:

Customer Secured Utility Savings.
4) Planning of a minimum of five (5) projects for energy savings performance contracting in the past five (5) years;
Over the past five years, NORESCO has implemented 43 energy performance contracts for public sector clients totaling $427.9M. In addition to traditional energy performance contracts, we’ve implemented 750 energy services contracts totaling over $41.0M.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

6.ii
5) Ability to provide a team of California licensed mechanical, electrical, structural, and civil engineers as may be necessary;
NORESCO has the ability to provide a team of California licensed mechanical, electrical, structural, and civil engineers as may be necessary.

We employ 500 full-time staff dedicated to the engineering, design, construction management, installation, operations, finance, and guarantee of energy projects. Among these personnel are more than 15 project developers, 69 project managers, and 155 engineers, including 59 registered professional engineers. The City’s project will be developed, engineered, managed and monitored for performance out of our Costa Mesa, California, office by multi-disciplinary teams of in-house personnel based in Orange County and the surrounding areas.
5) Demonstrated experience in retrofitting water entities infrastructure to reduce energy consumption;
Throughout the United States, NORESCO serves municipal water and wastewater utility infrastructure. By employing a combination of technical capabilities and structured finance solutions, we help our customers implement projects they might not otherwise be able to implement. We minimize impact to ratepayers by monetizing operating cost reductions and revenue enhancements and reinvesting in capital improvements that modernize plants and infrastructure, improve operational efficiency, and address environmental compliance issues. Our representative water and wastewater experience includes those to the right.
6) Demonstrated experience in the design and installation of photovoltaic systems at Municipal facilities to reduce energy consumption;
NORESCO is leading the way in the creative use of performance contracting for wide-scale design and installation of renewable technologies. Together with our customers, we have developed and implemented $195M in renewable energy projects including photovoltaic systems at municipal facilities. Recent projects include those to the right.

City of Atlanta Department
of watershed Management

ATLANTA, GEORGIA
Kailua Waste Water Treatment Plant

HONOLULU, HAWAII
Metropolitan Water Reclamation District

CHICAGO, ILLINOIS
City and County of honolulu
Board of water supply

HONOLULU, HAWAII
7) Demonstrated experience in integrating new photovoltaic systems to work with existing monitoring systems at Municipal facilities;
NORESCO has extensive experience in integrating new photovoltaic systems to work with existing monitoring systems at municipal facilities.

For example, at the City of Fullerton, NORESCO installed three solar PV systems at City Hall, the Police Department, and the water well field, totaling 774-kW; and 15 level-2 EV charging stations at City Hall and City of Fullerton

FULLERTON, CALIFORNIA
773 kW System
City of Waterbury

WATERBURY , CONNECTICUT
136 kW Rooftop System
City of Sunland Park

SUNLAND PARK, NEW MEXICO
10 kW Rooftop System
City of Dunlap

DUNLAP, TENNESSEE
328 kW Ground & Rooftop Systems
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

7.i
energy is exported back to the grid, required under the NEM 3.0 program.

After selection, we will finalize the PV system designs, construct the systems, and then interconnect them under the NEM 2.0 applications. 9) Contractually commit that the team defined in the qualification statement will perform on this energy services contract should it be chosen.

It is our full intention that the team described previously in E. Management and Staffing will deliver on this energy services contract. There may be situations outside our control in which the proposed team needs to be modified. In this case, we will immediately notify the City of any key personnel changes to ensure our standard of excellence is continuously provided.
10) Financial capacity of the firm including the disclosure of any bankruptcies, pending litigation, mergers, or office closures which might impede Proposer’s ability to complete the contract.

The City can remain confident in NORESCO’s exceptional financial soundness and has no financial conditions that might impede our ability to complete the contract. Our solid annual fiscal performance and history of successful projects, coupled with our strong financial backing, give NORESCO a fiscal strength unmatched by other ESCOs. We install hundreds of millions of dollars of cost-saving measures annually, with billions of dollars of energy savings projects successfully implemented and operating worldwide. Our financial backing stems from Carrier Global Corporation (CARR), a $22 billion annual revenue company ranked #196 on the Fortune 500, carrying a credit rating from Moody’s.

Unlike some of our competitors that attended the mandatory site walk, NORESCO has no bankruptcies, pending litigation, mergers, or office closures that will impede our ability to complete the contract. We have been NORESCO for 40 years and proud to be an American-based firm with an American-based parent company, Carrier.
the SOCO Parking Garage with the help of Southern California Edison’s “Charge Ready” program rebates. These measures result in 32% of the annual savings of the project. Another example of NORESCO’s expertise in renewable energy is a microgrid project implemented for Kadena Air Base. NORESCO developed and implemented a microgrid and distributed energy solution that will incorporate 10.8MW of new prime power generators, smart switching, and electrical distribution resiliency when construction is complete. The microgrid will be capable of operating in islanding mode and parallel operations with the local utility. Finally, NORESCO partnered with the City and County of Honolulu, Board of Water Supply (BWS) to complete a $39 million ESPC project to address underfunded maintenance and premature equipment failure and increase efficiency and reliability while lowering operating costs. NORESCO evaluated 270 sites and developed a project that is generating $57 million in operational cost reductions over 20 years. Project highlights include 3.4 MW of solar PV capacity at 34 locations including the well pump site and an integration with the existing SCADA system to optimize BWS pumping usage and demand response. Whatever the size, NORESCO has the in- house expertise to develop and implement renewable solutions to meet the City’s goals.
8) Familiarity with recent CPUC rulings regarding California’s Net Energy Metering (NEM) program and have resources to provide the proper assessment and application submittal before deadlines;
On April 15, 2023, NEM 2.0 closed to new customers and a new Solar Billing Plan went into effect known as NEM 3.0. Before this deadline, NORESCO submitted five NEM 2.0 interconnection application on behalf of Buena Park encompassing City Hall, Police Station, Community Center, Ehlers Complex and the Public Works facility.

The City will benefit greatly from being under the NEM 2.0 rules due to the significant increase in monthly and non-by-passable charges when City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

7.ii
11) Describe your firm’s capabilities, experience, and approach to preparing energy assessments and implementing projects for similar agencies. Included shall be a description of at least five (5) design-build energy projects of similar or greater complexity that your firm has completed within the past five (5) years. Include the following information:
i. Project description (include types of energy and other conservation measures (and)
ii. Project size (total implementation cost)
Responding Parties must provide a list of representative projects of similar scope and nature performed within the last five (5) years, particularly projects for other local government agencies. Projects should include both Guaranteed and Shared Savings contracts if available. Include a contact person for each representative project listed.

With billions of dollars of investment in holistic energy performance contracting projects, NORESCO has earned a reputation as a leader in the energy services industry. In the state of California, NORESCO has more than 24 years of experience successfully implementing energy services for hundreds of customers. The hallmark of NORESCO’s approach and methodology is our collaboration with you, our customer, and the ongoing integration of our team members with City staff. We understand this complex process will require staff time and resources to ensure a successful outcome. The diversity of our capabilities and our broad international experience have refined our approach through an innovative integration of work teams to respect your existing processes and maximize efficiencies to bring forward downstream interests who work in tandem. This approach will streamline the IGA, improve safety and communication during project management, and limit handing-off tasks from one group to another.

We have designed our approach and methodology to deliver turnkey project development, financing, and implementation over nearly four decades of successful projects. We have never had any litigation associated with a guaranteed energy savings project’s savings performance and/ or measurement and verification (M&V). We do not take a cookie-cutter approach. Your project will be customized to the needs of the City with a clearly defined and fully designed scope of work, before any request for construction contract execution. Our rigorous safety standards and quality assurance have allowed us to keep an Experience Modification Rate (EMR) of 0.53 – nearly half the national average. Our Orange County-based cross-functional team of specialists is highly qualified in decarbonization and electrification strategies for municipal clients. NORESCO self-performs the project’s core technical and managerial functions with full-time in-house engineering, design, implementation, and M&V personnel. We include concurrent involvement from multi-disciplinary teams of in-house engineers, project structuring (funding and financing), construction, and commissioning experts.

Working on project tracks in tandem allows our team members to identify possible issues and concerns with constructability, certifications, code requirements, and possible dampers to the performance of the final project.

From development into the performance phase, we establish and ensure a solution and collaboration towards a clear path for project success with no change orders unless requested by the City. Our approach is in stark contrast to competitors who overly emphasize a myopic focus on engineering and may not fully understand the necessity of linking verification of constructability and developing a comprehensive M&V approach, resulting in project delays and potential litigation, and unmet customer expectations. Our experience assessing tens of thousands of facilities following this approach ensures that the City of Buena Park receives the most accurate cost and savings estimates, smooth project implementation, and reliable operations and savings performance.

NORESCO’s approach to preparing energy assessments and implementing projects is provided in Figure F-2.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

8.i
Energy Auditing and Analysis
/ Project Development
Construction, including
Equipment Installation
Engineering Design
Commissioning
Engineering Design
Site Safety Plan
Project Financing
To guarantee a comprehensive IGA, NORESCO will use a holistic approach that combines visual inspection, technical analysis, and interviews with facility staff. This approach will enable us to construct a detailed model that reconciles technical, economic, environmental, and aesthetic factors to recommend options that provide the highest capacity for improvement and the best value for the City.

The construction management team will inspect the work of all subcontractors for compliance with the design documents and ECM intent. It will develop specific project acceptance criteria, startup, commissioning, and retro-commissioning processes.

NORESCO offers the City turnkey design-build energy services expertise. We use a “closed-loop” management strategy, which ensures consistency and a high degree of quality control throughout the project life cycle and is essential to providing the City with an integrated best- value solution.

At the beginning of the construction phase, NORESCO will prepare a detailed commissioning plan for review by City staff responsible for reviewing our progress. The plan will outline the design intent, objectives, organization, schedule, documentation requirements, and testing procedures used to commission each ECM.

During the IGA, NORESCO’s engineers will analyze the savings potential of various equipment options, identify various system alternatives, and make preliminary equipment and component selections. NORESCO maintains a neutral position with respect to manufacturers or vendors in its equipment selections.

At the outset of the project, NORESCO’s full-time Corporate Safety Manager will develop a site safety and health plan that defines the safety protocol to be followed for the specific work to be performed.

The site safety plan is an integral component of the construction process, reviewed frequently with team members to ensure compliance.

NORESCO will provide the analytics required to secure financing, as well as grants, rebates, and other incentives available to help offset a portion of the project cost. NORESCO has provided our customers with an estimated $180 million in rebates and demand-side management payments.

Figure F-2. NORESCO’s Approach to Preparing
Energy Assessments and Implementing Projects
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

8.ii
Training
Education efforts will be directed toward staff and occupants, as well as training provided to City staff responsible for day-to-day facility operation. Ultimately, we need all parties to work together to ensure that the installed ECMs deliver improved comfort, reliability, and guaranteed energy savings on a sustained basis.

Behavior Change Program
A unique aspect of NORESCO’s service offering is our Energy Conservation Through Behavior Change® (ECTBC) program.

Customized for each project, this program empowers building occupants and visitors to participate in the energy conservation effort and helps create a culture of energy efficiency and sustainability.

Community Outreach
Operations and Maintenance
Support Services
NORESCO’s Green Operations (GO) team has extensive experience creating communication strategies and outreach programs that engage broader audiences with energy projects, present economic and environmental benefits, educate the community, including Spanish and Korean-speaking community members, about the project and its technologies, and promote associated educational opportunities.

The operations and maintenance strategy will be based on cost- effectiveness while ensuring that equipment remains in optimal operating condition through the application of sound preventative and predictive maintenance programs.

Remote Monitoring Services
Warranty
NORESCO’s web-based Data Acquisition, Analysis, and Reporting Tool (DAART) tracks the performance of equipment such as central plants, heating, ventilation, and air conditioning (HVAC) systems and renewable energy plants. It is also used to monitor utility consumption where measured interval (i.e., 15 minute) data is used to verify energy savings.

NORESCO will warrant that the design, engineering, and installation services it performs are consistent and comply with good engineering practices, and that the work is free of defect in materials and workmanship for a period of one year. NORESCO maintains a nationwide toll-free 24-hour phone line for service and warranty emergencies.

Measurement and Verification
These services include industry leading protocols during the IGA and collaborating with our energy team members to ensure that building improvements are designed and properly commissioned to deliver the guaranteed energy savings.

Sustainability Services
We employ engineers and technicians who are leaders in
sustainability. Our focused services include sustainable design, healthy building assessments, LEED® and WELL® consulting, facility conditions assessment, climate action planning, master/ general planning, independent M&V, performance testing, integrated design management, and codes and standards consulting. We offer these services on a stand-alone basis or bundled to meet customer needs.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

9.i

CITY OF FULLERTON, CALIFORNIA
The City of Fullerton has contracted with NORESCO to implement an $8.4 million energy efficiency project guaranteed to save $12.1 million during the contract period. Funded entirely from generated savings, the project demonstrates that energy savings can help local governments tackle deferred maintenance while also expanding connected city technologies and distributed energy resources. The project also provides decarbonization benefits and is expected to reduce the City’s annual emissions of carbon dioxide by 2,793,572 pounds. The total expected reduction in greenhouse gases equates to planting 1,306 acres of trees, providing air quality improvements to the community. The project includes a rigorous commissioning and measurement-based verification plan to ensure energy usage savings and operational success. Construction will utilize local subcontractors, expected to be more than 95% union-represented, and projected to create at least 50 local jobs.

Project Implementation Cost: $8.5 million - Guaranteed Savings Contract

HOLL YWOOD, FLORIDA
NORESCO is replacing the City of Hollywood’s existing high-pressure sodium (HPS), mercury vapor, and metal halide City-owned, FDOT-owned, and Broward County-owned streetlight fixtures with new, high-efficiency LED fixtures and smart sensors for monitor and control. Prior to beginning installation, we installed samples to verify proper fit and the city’s approval of the new streetlighting design. The scope includes the replacement of 2,410 streetlights with control and is based on geographical information system (GIS) survey of the city’s existing streetlight inventory.

Project Implementation Cost: $4.5 million - Guaranteed Savings Contract NORESCO has a wealth of experience designing and implementing successful design-build energy projects for similar agencies and facility types. We are experienced helping municipalities and governmental entities reduce greenhouse gases, implement energy efficiency and conservation measures, renewable energy solutions, behavioral change solutions for buildings and employee transportation, and ECMs, which created funding to upgrade aging and problematic building systems and address deferred maintenance items, all while improving occupant comfort for employees and the public. The following projects represent NORESCO’s ability to implement complex projects for municipal customers throughout the region.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

9.ii

MISSOURI CITY, TEXAS
NORESCO implemented measures to reduce the City’s carbon footprint and increase efficiencies. Interior and exterior lighting improvements included installing new LED lamps and drivers, LED retrofit kits, fixture replacements and lighting controls. HVAC improvements included replacement of existing packaged gas/ direct expansion rooftop units, retrofit of existing air handling units for variable volume operation, and the update of sequences of operation for setback of temperatures and occupied/unoccupied times and setpoints. Plug load controllers were provided to reduce energy use when equipment was in standby or low power mode. A streetlight LED conversion was also implemented to include NORESCO’s customer awareness-communication program to communicate the streetlight project to the Missouri City community effectively.

Project Implementation Cost: $1.3 million - Guaranteed Savings Contract With NORESCO as its partner, the City constructed a pilot project to demonstrate how energy savings can fund infrastructure improvements, education programs, and large-scale modernization. Though legislation allows for project terms of up to 25 years, this pilot pays for itself in just 15 years, generating $3.3 million in savings during the payback period and $2.6 million in years 16 to 25. The project includes improvements to City Hall and two City park recreation centers. It involved exterior and interior lighting and controls, upgrades to HVAC equipment and energy management systems, chiller replacement, and low-flow plumbing. In addition to providing financial savings, the project dramatically reduces greenhouse gas emissions in an annual amount equivalent to removing 239 cars from the road. NORESCO’s Green Operations team supported construction activities with Awareness-Communication materials educating building occupants about the improvements.

Project Implementation Cost: $2 million - Guaranteed Savings Contract

CITY OF TUCSON, ARIZONA
Since 2009, NORESCO has been the Schools trusted energy partner for developing and implementing 13 phases of work under a master agreement totaling more than $35M, with the most recent phase currently in construction.

ECMs included the following: lighting retrofits, replacements, and occupancy controls; domestic water conservation; building envelope improvements; HVAC repair/replacement; boiler, chiller, and cooling tower repair/ replacement; energy management system upgrades; automatic temperature controls; retro commissioning and testing, adjusting, and balancing; trailer heat pump controls; computer power controls; bipolar ionization; new ceiling; new windows; installation of ground source heat pump systems; utility bill audit and rate analysis; and energy conservation training/ curriculum enhancement.

Project Implementation Cost: $41.3 million - Guaranteed Savings Contract

VIRGINIA BEACH CITY PUBLIC SCHOOLS, VIRGINIA

CITY AND COUNTY OF HONOLULU BOARD OF

WATER SUPPL Y, HAWAII
NORESCO worked with the City and County to address underfunded maintenance and premature equipment failure and increase efficiency and reliability while lowering operating costs. We evaluated 270 sites and developed a project that will generate $335M in energy savings over 20 years. Project highlights include: 3.4 MW of PV; 7.7 MW of PV for export to HECO; 5 MW of PV at a desalination facility; a 135 kW micro-hydro system; demand response programs for distributed generation; human behavior and community outreach; fleet conversion; energy management services/systems; well pump replacements and efficiency program; Rider M/ demand management controls; chlorine generation; sand filter optimization; lighting system upgrades/ controls; HVAC; power factor correction; and pump station reconditioning.

Project Implementation Cost: $39.1 million - Guaranteed Savings Contract City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

10.i

CITY OF FULLERTON, CALIFORNIA

CITY OF COL TON, CALIFORNIA
Responding Parties must also provide a minimum of three (3) references of cities that have received or currently are receiving similar services. The references must include a contact person’s name, title, contact information, and brief description of final project executed from Proposer’s IGA.

We provide the following references to demonstrate our expertise in municipalities and local government.
“The City of Fullerton selected NORESCO to develop,
design, implement, and measure and verify an Energy
Savings Performance Contracting project. NORESCO acted
professionally, was responsive, and demonstrated excellent communication skills with the City. NORESCO is a qualified Energy Services Company with the resources required to
meet all City needs. The City of Fullerton recommends
NORESCO to any company/ entity looking to implement a
successful energy project.”
Meg McWade, Former Public Works Director,
City of Fullerton
The City of Fullerton has contracted with NORESCO to implement an $8.4 million energy efficiency project guaranteed to save $12.1 million during the contract period. Funded entirely from generated savings, the project demonstrates that energy savings can help local governments tackle deferred maintenance while expanding smart city technologies and distributed energy resources. The project also provides decarbonization benefits and is expected to reduce the City’s annual carbon dioxide emissions by 2,793,572 pounds. The total expected reduction in greenhouse gases equates to planting 1,306 acres of trees, providing air quality improvements to the community. The project includes a rigorous commissioning and measurement-based verification plan to ensure energy usage savings and operational success. Construction will utilize local subcontractors, expected to be more than 95% union-represented, and projected to create at least 50 local jobs.

Scope of Work: Design-build energy services including development, design, engineering, construction, M&V, and ongoing services for interior and exterior LED upgrades, Smart City lighting controls, streetlight upgrades design, PV generation systems, electric vehicle charging, chiller replacements, HVAC controls updates, HVAC duct sealing, SCADA historian upgrade, pool pump VFDs, plumbing upgrades M&V Customer Contact Information: David Grantham, PE, City Engineer Phone: (714) 738-6853, Email: [email protected] “I appreciate the excellent operations and mainte-
nance services that NORESCO has provided for the
City of Colton since 2003, and I look forward to future opportunities to work together. The staff are extremely knowledgeable and professional.”
Brian Dickinson, Director of Public Works
and Utility Services, City of Colton
The Agua Mansa Power Project produces approximately 43 MW of electric power to supply the bulk of the capacity and energy needs for the City of Colton Public Utilities.

The project replaces contract energy purchases and effectively protects the City’s customers against volatility in the California energy market. NORESCO provided full- scope development, construction, and commissioning services. The fast-tracked project broke ground in January 2003 and entered commercial operation in June 2003. Our design included the necessary gas compression and water treatment and stringent environmental controls to meet the South Coast Air Quality Management District requirements. NORESCO currently operates and maintains the facility under a long- term O&M agreement. To further support the needs of the City’s Public Utilities, we also provide fuel management and related services during the operating period.

Scope of Work: Design-Build-Operate-Maintain 43-MW gas turbine cogeneration system
Customer Contact Information: Brian A. Dickinson, Director of Public Works and Utility Services, Phone: (909) 370-6196, Email: [email protected] City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

10.ii

NORESCO was awarded with the 2023 Secretary of Defense
Environmental Awards Sustainability, Non-Industrial Installation Award with customer Agua Mansa’s Power Plant

CITY OF TUCSON, ARIZONA
“NORESCO provided a detailed IGA with clear calcula-
tions and method of approach. During construction, all technical issues were clearly communicated and my in
depth questions were readily answered.”
Reba Schaber, PE. LEED AP BD+C, Mechanical
Engineer, City of Tucson
The City of Tucson is committed to energy efficiency and renewable energy generation but has been limited by a lack of funding. Arizona Statute 34-105 allows the City to use guaranteed utility and operational savings projects to reinvest in infrastructure. With NORESCO as its partner, the City constructed a pilot project to demonstrate how energy savings can fund infrastructure improvements, education programs, and large-scale modernization. Though legislation allows for project terms of up to 25 years, this pilot pays for itself in just 15 years, generating $3.3 million in savings during the payback period and $2.6 million in years 16 to 25.

The project began construction in the fall of 2018 and includes improvements to City Hall and two City park recreation centers. It involved exterior and interior lighting and controls, upgrades to HVAC equipment and energy management systems, chiller replacement, and low-flow plumbing. In addition to providing financial savings, the project dramatically reduces greenhouse gas emissions in an annual amount equivalent to removing 239 cars from the road.

NORESCO’s Green Operations team supported construction activities with Awareness- Communication materials educating building occupants about the improvements. As part of the communication efforts that took place during the project’s construction phase, NORESCO posted construction notifications in spaces that were impacted. The interior and exterior lighting and controls upgrades and the energy management system upgrades were highly visible to the building occupants. The Green Operations team developed posters highlighting the benefits of the newly installed equipment, including energy reduction, increased safety and security, and occupant comfort. Stickers were designed to educate building occupants on the heating and cooling standards of the new energy management system upgrades and provide instructions for operation if a space is too hot or cold.

Scope of Work: Turnkey design-build energy services including development, design, engineering, construction, M&V, and ongoing services for interior and exterior lighting improvements, water conservation, HVAC controls improvements, and chiller replacement Customer Contact Information: Reba Schaber, PE, LEED AP BD+C, Mechanical Engineer, Phone: (520) 837-6321, Email: [email protected] Note: The City is interested in benefitting from an unbiased, value-based program to address its needs through a vendor-neutral ESCO. Therefore, the Proposer must also demonstrate its willingness and past experience in providing projects that deploy solutions which incorporate equipment, controls and related products and services independent of its own specific business portfolio.

NORESCO does not manufacture nor represent any equipment, and we take a product-independent approach to selecting equipment.

Our customers appreciate the flexibility we provide as a vendor-neutral ESCO, and we find that being vendor-neutral provides our customers with the greatest benefit by using the best fit of technologies and equipment for each application.

We always specify the best-value equipment based on the demands of each application considering our customer’s long-term performance history and lifecycle cost analysis. Our unique organizational structure within Carrier allows NORESCO to have complete autonomy from their brands.

Equipment recommendations are based on various considerations, including customer preference, reliability, operating cost, load requirements, space constraints, local service availability, and other factors. This high level of specificity results in much tighter bid packages and enables us to solicit bids from a larger pool of qualified installation subcontractors, thus resulting in much more competitive and tighter bids with less contingency and minimal opportunity for costly change orders to occur later in the process.

Furthermore, our advanced IGA design will include specifications of major equipment components required of each ECM. It will enable early materials purchases, when warranted, to expedite procurement and minimize any supply chain issues with the delivery of equipment to the sites.

To provide the City with a holistic design-build performance contracting approach, NORESCO will work with the City to select the most cost- effective and qualified subcontractors. Local trade subcontractors will be used for construction labor. NORESCO’s approach is to work with local firms/ agencies with specific emphasis on City area businesses in multiple trades, including minority business enterprise (MBE), diversified business enterprise (DBE), women business enterprise (WBE), small business City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

11.i
Project Specified Equipment Manufacturers
Travis Air Force Base
Day-Brite, Contech Lighting, Acuity, Cree,
Fulham, Intermatic, Lumark, Lumecon,
Philips, Spectrum
City of Fullerton GreenCreative, Keystone, LUMARK, Maxlite, Philips Lighting, Hanwha, SMA, ChargePoint,
Baltimore Aircoil, Neoperl
FAA TRACON REC Solar, AE Solar Energy, Advanced Energy, Solaron, Alumen8, GE Lighting, Intermatic,
Grafik Eye, Automation Components
City of Tucson Cypress Envirosystems, Bemis, Mansfield, Metcraft, Sloan, Bricor, Delta, Neoperl,
Natomas USD A-Light, Hubbell Lighting, Green Creative,
Alerton, Belimo, Honeywell,
CDCR Calipatria American Electric Lighting, Lithonia, ABB Los Angeles USD Lutron, Phillips
Missouri City Ephesus, Maxlite, Industrial Lighting
Products, Deco Lighting, Lumark
Northern Arizona University Trane, Liebert, Lutron, Scotsman, ITW enterprise (SBE) firms, and service-disabled veteran-owned businesses (DVBE). As the City and NORESCO define the scope of work of desired ECMs, we select the best local trade subcontractors available. Local subcontractors respond through NORESCO-generated advertisements, symposiums, or previous positive experiences with the City. While other firms may have in-house installation teams, NORESCO aims to keep as many project dollars within local communities as possible, spending those on qualified regional staff.

Table F-1. NORESCO is a vendor-neutral,
design-build energy services provider
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company F. Prior Related Experience & Competence

11.ii
G. Execution Plan
The plan represents the Responding Party’s offer of services to the City. The proposed execution plan must include a detailed work plan describing how the Responding Party will meet the project objective in the most cost-efficient and timely manner. The plan is to provide a detailed explanation of the Proposer’s approach in performing the services described in the RFQ Scope of Work section outlined above.

The hallmark of NORESCO’s approach and work plan is our collaboration with you, our customer, and the ongoing integration of our team members with City staff. We understand this is a complex process that will require staff time and resources to ensure a successful outcome. We have modeled our innovative project approach and execution plan to respect your existing processes and maximize efficiencies to deliver the most cost-efficient and minimally disruptive process to daily operations. This approach will streamline the existing capital projects list, improve safety and communication during project management, and limit handing-off tasks from one group to another. Ultimately, NORESCO will reduce risk and deliver the best value with superior accuracy for the City.

Our approach, and methodologies followed, are designed to ensure successful delivery of turnkey project development and implementation, including funding and financing. Accomplishing the scope of work is a well-defined process that has been developed and refined over four decades of successful projects. In the state of California, NORESCO has successfully implemented hundreds of energy services projects over the past 24 years. We have never had any litigation associated with the savings performance a guaranteed energy savings project. We do not take a cookie-cutter approach. Your project will be customized to the needs of the City with a clearly defined and fully designed scope of work, prior to any request for construction contract execution. Our rigorous safety standards and quality assurance has allowed us to keep an Experience Modification Rate (EMR) of 0.53 – nearly half the national average.

Our Southern California-based, cross-functional team of specialists are highly qualified in decarbonization and electrification strategies for municipal clients. NORESCO self-performs the core technical and managerial functions of the project with full-time, in-house engineering, design, implementation, construction, and M&V personnel. We include concurrent involvement from multi-disciplinary teams of in-house engineers, project structuring (funding and financing), construction, and commissioning experts. Working on project tracks in tandem helps our team members identify possible issues and concerns with constructability, certifications, code requirements, and possible dampers to performance.

Our approach is in stark contrast to competitors who overly emphasize a myopic focus on engineering and may not fully understand the necessity of linking constructability verification and developing a comprehensive M&V approach, resulting in extensive development and project delays and potential litigation, and blaming others for inaccurate results. This difference is further illustrated by the fact all our projects are staffed by a NORESCO onsite project managers at all times when implementation work is being performed, allowing us to smoothly address challenges during construction with no impact to our customers. Again, this is in stark contrast to some of our competitors who will subcontract the on-site project manager role which can lead to longer construction times, finger- pointing, and litigation common with design-bid-build approaches.

From development and into the performance phase, we establish and ensure a turnkey solution and collaborate towards a clear path for project success with no change orders unless requested by the City.

Our experience assessing over 10,000 facilities following this approach ensures that the City of Buena Park receives the most accurate cost and savings estimates, smooth project implementation, and reliable operations and savings performance.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan

12.i

PROJECT IMPLEMENTATION PLAN
At NORESCO, we assign an in-house project developer to manage the complete IGA process, including coordination of our team’s activities and careful communication with our customers. We will evaluate and propose applicable energy conservation measures (ECMs) and improvements Our multi-disciplinary IGA approach includes project development, energy engineering, design engineering, construction, commissioning, operations and maintenance, and measurement and verification (M&V) personnel from the beginning to ensure each measure is fully vetted for constructability, operability, and performance. Table G-1 on the follolwing page summarizes this work effort. NORESCO’s approach will provide an efficient transition to final design and construction and will ensure the IGA project objectives are met in the most cost-efficient and timely manner.

OPEN-BOOK PRICING
An open-book pricing approach provides customers with confidence they are getting a fair price for services when choosing a single company to deliver a turnkey project. NORESCO has implemented more than $1 billion in open-book, fixed-price projects, including more than 120 projects for the federal government. Under this arrangement, we provide complete pricing transparency during the investment grade audit for material and contractor quotes, internal costs, and overhead and profit. Our fixed-price cost includes a standard performance guarantee, so the City retains the benefits of a single-source solution.

An open-book, fixed price approach is effective to expedite the development process because it reduces the time needed for price analysis and negotiation. In addition, an open-book approach helps easily facilitate the phased implementation of larger projects. By establishing a master agreement and price structure upfront, the City and NORESCO can concentrate on selecting best-value and cost-effective improvements.

Figure G-1. NORESCO’s T echnical Approach
The figure below illustrates the approach the City
can expect during each phase of the project.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan

12.ii
Category Work Performed Results and Deliverables
Utility
information
• Review rates, sources, and supply options
• Reconcile models to highest resolution data available, at least to monthly usage and peak demand
• Evaluate utility rebate programs
• Models are accurate and reflect actual usage patterns and end-use consumption • Utility baseline is defined
• Estimate for potential rebates is developed
• City educated on current billing and value of incentives Equipment
• Determine metering points, methods, and durations
• Establish data analysis plan
• Establish equipment performance curves and usage patterns • Baseline usage encompassing normal load variations
• Higher certainty in savings estimates
• Data connectivity for facility-wide system monitoring and management Facility
documentation
• Verify accuracy of documentation
• Refine measures to reflect information and operating hours • Improved accuracy of audited equipment and savings calculation • Better screening for feasibility
Facility needs
• Speak with City staff and review facility documentation, maintenance intensive equipment, and comfort issues
• Check for equipment standardization
• Identify deferred maintenance items and how to address • City operations and updated equipment listing
• Procedures and methods of equipment operation
• Insight to City’s current equipment O&M workload and capacity to perform • Measure prioritization
Constraints • Evaluate compliance and compatibility with end-use requirements • Uncover opportunities for beneficial changes in operating strategies Measure
savings
• Determine optimal level of analysis effort
• Develop energy analysis models and calibrate to baseline utility data, supplementing with metering as needed
• Review list of measures with the City for high-priority items • Accurate analysis of complex measures using validated models • Based on accurate load profiles
• Complete cost savings calculations using full utility rate structures Measure costs
• Review construction conditions with subcontractors
• Select subcontractor(s) for measure implementation
• Review subcontractor participation plan
• Preliminary estimates for screening and refinement
• Measure costs include the City’s requirements for implementation scheduling, equipment staging areas, wage rates, and noise restrictions Financial and
contractual
• Model project financials with all first costs and recurring costs • Prepare financing option summary and financing quotes on behalf of the City, if requested
• Cost of audit rolled into the firm-fixed construction price • Cash flow projections including finance charges, M&V costs, operations and mainte- nance (O&M), warranty costs, incentives, rebates and savings • Construction financing and draw-down schedule
Design
• Review concepts for location, utility service, and design feasibility • Develop scopes of work and review with the City
• Review impacts of design changes
• Develop awareness-communication marketing campaign
• Measures are designed to meet local codes and all required standards • Conceptual designs and equipment selections
• Engagement of stakeholders and community through customized communication Construction
issues
• Review measure impacts
• Provide scopes of work to prequalified subcontractors • Prepare installation and commissioning budgets and staging plan • Detailed cost estimate with line-item breakdown and materials and labor by trade • Installation schedule
• Detailed plan and schedule for required escorts and swing space Operational
issues
• Estimate current and future O&M, training, and warranty costs • Assess personnel requirements, including training
• Engage GO team with community in ongoing engagements
• O&M warranty costs incorporated into lifecycle cost analysis • Preliminary training and campus communication plan
• Analysis reflects actual operating strategies
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan
Table G-1. Summary of Work Effort during the Investment Grade Audit

13.i

EFFICIENCY IMPROVEMENT

PROJECTS FOR BUENA PARK
Table G-2 outlines our approach to be the City’s trusted energy services partner. To ensure each improvement is fully vetted for constructability, operability, and performance, NORESCO includes our full multi- disciplinary team early in the development process. This creates an efficient transition through engineering, design, construction, and commissioning.

ENERGY & WATER EFFICIENCY MEASURES
LED INTERIOR & EXTERIOR LIGHTING AND CONTROLS:

Upgrade light fixtures at City buildings with the latest light emitting diode (LED) lighting design and technology will dramatically improve the lighting quality at all City locations. This measure will reduce maintenance costs and exhibit environmental stewardship through the proper disposal of potentially hazardous waste attributed to existing lamps and ballasts. It was noted that the City has already retrofitted the majority of exterior lighting fixtures; this project will identify any fixtures that have not been retrofit.

HVAC & BUILDING CONTROLS EXPERTISE: As part of our
response, we identified over 82 tons of HVAC units to be replaced that are at or near the end of their useful lives. These replacements will reduce energy usage and eliminate a capital expenditure that will be required by the City in the near future. We have in-house experience with interconnecting city-wide BAS systems, such as JCI Metasys, to improve the energy efficiency and occupant comfort.

Measure Name
City-Wide
City Hall
Police Department
Community Center
Public Works City Yard
California Welcome Center
Ehlers Center Heritage Flail
Ehlers Center Liberty Hall
Ehlers Center Veterans Hall
Ehlers Center Senior Center
Ehlers Center Admin Offices
Carl Brenner Park
Charles Lindberg Park
Henry Boisseranc Park
San Antonia Park
San Marion Park
William Peak Park
Images Park
John Beat Park
Larwin Park
Smith-Murphy Park
Interior LED Lighting • • • • •
Exterior LED Lighting
HVAC Replacements • • • • • • • • •
HVAC Controls Upgrades • • • • • • • • • • • • •
Insulation/Building Envelope/Window Film • • • • • • • • • • • • Plumbing Retrofits • • • • • • • • • • • • • • • •
Pool Pump Smart Pump Control System (VFD) Retrofit • • • Irrigation Retrofits and Controls Upgrades • • • • • • • • • • • • • • • • • • • • High-Mast Field and Court LED Lighting Retrofits • •
Renewable Energy Systems (PV) • • • • • • • • •
Energy Storage Systems (Resiliency) • • • •
Water System Pumping Optimization & Resiliency •
Variable Frequency Drives for City Water Pumps •
EV Charging/City Fleet Conversion • • • • • • • •
Budget Optimization •
Smart Cities •
Healthy Buildings •
Energy & Water Efficiency
Measures
City Water System
Upgrades and Solutions
Smart Cities
Resiliency / Renewable
Energy
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan

13.ii
Table G-2. Conceptual Level List of Energy-Efficiency Improvements

RESILIENCY & RENEWABLE ENERGY
NORESCO has significant experience with renewable energy and resiliency projects, such as photovoltaic (PV), backup generation, cogeneration, and microgrids.

PHOTOVOL TAIC SYSTEMS: We submitted five NEM 2.0
applications on behalf of the City of Buena Park before the program deadline last year on April 15, 2023. The total system size of NEM 2.0 applications is nearly 1 MW of renewable energy generation for the City.

These systems under the NEM 2.0 rules will generate significantly more value than under the current NEM 3.0 program rules due to the changes in value of exported energy back to the grid. Additionally, Buena Park is in an excellent position to receive compensation as part of the Investment Tax Credit (ITC) direct-pay provisions that cover renewable energy. These provisions will help offset the cost of the systems to the City with direct payment from the federal government.

NORESCO is a part of Carrier Global Corporation; however, we defer to our customers’ preference and remain product neutral. We will use our significant technical expertise and direct pricing unavailable to our competitors to deliver environmental comfort for the City’s workers, reduce energy spend, and offer further protection as part of an overall COVID-19 mitigation strategy. We are experienced with building automation controls, including Metasys and will assist the City in optimizing their existing systems, and upon request, we will evaluate multiple options for the City’s consideration.

POTABLE WATER-USE REDUCTION: Retrofitting existing flush and flow plumbing fixtures can reduce water use, associated sewer charges, and domestic hot water heating energy use by 50%.

POOL PUMP SMART PUMP CONTROL SYSTEM (VFD)
RETROFIT: Upgrading pool pumps at Carl Brenner, William Peak, and Henry Boisseranc Parks with new VFDs and integrated controls will reduce the electric consumption and increase pump life. The proposed control system is specifically designed for pool applications to generate electric savings by matching pump performance to the pool filter load.

IRRIGATION SYSTEMS & CONTROLS UPGRADES:

Upgrading irrigation systems with weather-based controls and time clocks can reduce irrigation water consumption significantly, while the implementation of native landscaping can eliminate the utility use altogether.

ATHLETIC COURT & FIELD LED LIGHTING: The City has
upgraded most of the lighting systems at sports courts and fields with new high-quality LED fixtures to improve the spectator’s experience and elevate the player’s performance. As noted, NORESCO recommends replacing the remaining non-LED fixtures to provide evenly illuminated, bright white lighting for an enhanced viewing experience for fans and increased the visual sharpness of the athletes.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan

14.i
The table below shows the applicability of the base credit and bonus provisions (Energy Communities, Low Income and Disadvantaged Communities, and Domestic Content) for each proposed location. The ITC represents millions of dollars of project funding to the City of Buena Park from the federal government.

ENERGY STORAGE & MICROGRIDS: Based on SCE’s time-of-
use (TOU) and demand-metered rates, there may be an opportunity to provide electric-cost reduction, as well as resiliency, through the installation of battery energy storage systems (BESS) either in conjunction with, or separate from, PV installations. In addition to providing resiliency, BESS can be used to shift electric use away from on-peak billing periods, reduce peak demand, and perform load shedding. Microgrids consisting of BESS connected to PV systems will become increasingly attractive with the implementation of NEM 3.0 in California, which will make exporting electricity from City-owned PV arrays back to the grid less attractive financially. NORESCO has developed 8 resilient microgrids supporting over 50 MW of generation, with an additional 235 MW of cogeneration and emergency power applications. Additionally, we have worked with water agencies to implement demand shed schemes and to install automated demand response programs in conjunction with renewable energy and storage to the mutual benefit of our customers and electrical grid operators.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan
Final NEM 2.0 Interconnection
Application PV Sizes
Estimated
System Sizes
(kW-DC)
Estimated Energy
Generation
(kWh)
Ehlers Center Complex Carport 309.72 495,552
City Hall Carport 213.6 341,760
Community Center Carport 80.1 128,160
Police Department Roof 214.5 343,200
City Corporation Yard Rooftop/Carport 166.9 267,040
T otal: 985 1,575,712
Figure G-3. Partial Site Plan submitted to SCE
for the Community Center NEM 2.0 Application
Potential ITC Direct-Pay Benefits
Location
Base Credit /w
Prevailing Wage
and Apprenticeship
Bonuses
Energy
Community
Bonus
Low
Income/
DAC
Bonus
Domestic
Content
Bonus
T otal
Potential
Benefit
Ehlers Center Complex 30% 10% 0% 10% Up to 50%
City Hall 30% 10% 10% 10% Up to 60%
Community Center 30% 10% 10% 10% Up to 60%
Police Department 30% 10% 10% 10% Up to 60%
City Corporation Yard 30% 10% 10% 10% Up to 60%

14.ii

CITY WATER SYSTEM UPGRADES & SOLUTIONS
WATER SYSTEM PUMPING OPTIMIZATION: A significant
portion of the City’s electricity use can be attributed to water treatment, pumping, and distribution. We recommend a pumping system optimization program that will evaluate existing pump efficiency, SCE tariffs, reservoir assets, and system demand in a dynamic solution that can reduce energy use and operating costs by up to 10%. As a team, we will develop water system improvements that make sense given current equipment and facility conditions and provide sustained value to the City.

VARIABLE FREQUENCY DRIVES FOR CITY WATER PUMPS:

Along with optimizing City water pumping, we recommend the installation of VFDs on water distribution pumps operated by the City. The installation of VFDs will add further flexibility to the operation of the City water system and create opportunities for further cost reduction by reducing pumping demand during the periods of the highest electricity prices. The City has already installed VFDs on their booster pumps and several wells; we will evaluate the economic benefits of further installations and make recommendations to the City.

SMART CITIES
ELECTRIFICATION OF CITY FLEETS: NORESCO can assist the City in developing a fleet electrification plan, in support of California’s statewide global warming reduction target of 5 million zero emission vehicles (ZEVs) by 2030. While EVs are currently more expensive than internal combustion engine vehicles based on first cost, they are now more cost effective on a life cycle basis, when accounting for maintenance and fuel costs and potential incentives and credits. NORESCO has partnered with local utilities, such as SCE, and assisted our customers with EV implementation plans and the installation of charging equipment on past projects. Currently, there are federal, state, and local utility incentives that will help cover the cost of City fleet electrification implementation through grants and rebates, including from the CEC, SCE, and the National Electric Vehicle Infrastructure program (NEVI).

BUDGET OPTIMIZATION: NORESCO can deliver savings beyond energy and water. Budget optimization is an approach to supply chain management that formalizes the way information is gathered and used so an organization can use consolidated purchasing power to find the best possible values in the marketplace. This alignment between purchasing strategies and business goals drives additional guaranteed savings beyond infrastructure and sustainability efforts. If desired, we will draw from several budget categories in our holistic approach to savings to develop a comprehensive program as desired by the City. Over the last decade, our Budget Optimization team has realized $1 billion in savings for customers.

These savings can be captured, guaranteed by NORESCO, and used to offset funding for other initiatives, including infrastructure upgrades, equipment purchases, budget leveling, and many other City needs.

SMART CITY APPLICATIONS: Now is an opportune moment for the City to deliver smart solutions that improve energy efficiency through smart city technologies and standards. NORESCO can provide the City with a full design and Internet of Things (IoT) engineering implementation City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan
Figure G-4. Partial Site Plan submitted to SCE for
the Ehlers Center Complex NEM 2.0 Application

15.i
based on the City’s preferred specifications, such as street and park lighting control, parking management, and real-time business traffic/ visibility assessments, all on one digital infrastructure.

Healthy Buildings: In addition to energy reduction and electrification, NORESCO has in-house experts in healthy buildings including retro- commissioning, testing and balancing, LEED certifications, indoor air quality monitoring, and WELL certification.

PRELIMINARY ENERGY SAVINGS AND

REIMBURSEMENT SCHEDULE
NORESCO’s preliminary investigations of the potential improvements (summarized above) indicate there is a robust opportunity to assist the City with its infrastructure needs, while significantly increasing sustainability and resiliency of operations. This opportunity is summarized in Table G-3 on the following page.

Include a project schedule showing start and completion dates for the specific tasks, including milestone dates and processing time for review by the City. The schedule will also outline how the Responding Party will address the projects marked in red in the table above and how the Responding Party will ensure that the projects are expedited to prevent failure of the current infrastructure.

Figure G-5 is a preliminary project schedule of milestones and expected duration. NORESCO carefully schedules and tracks project performance to ensure the timely purchase and delivery of material and equipment and to confirm that adequate labor and resources are available. Key milestones, such as obtaining permits and host facility approvals, are given equal weight to more labor-intensive tasks because all milestones can impact overall project duration. Our project manager completes frequent schedule auditing for compliance to detect and correct any scheduling conflicts/ deviations quickly. Careful attention to scheduling allows us to anticipate delays and quickly develop workaround plans to ensure on-time project delivery.

SELECTION OF NORESCO
City Issues Notice to Proceed
1 Day

CONTRACT EXECUTION

CITY COUNCIL APPROVAL
Construction Notice to Proceed
1 Day
GMX FOR PROJECTS SUBMISSION1 Day

PROJECT DELIVERY FINALIZATION
Design and Scope Reﬁnement, Lifecycle and Cash Flow Analysis 2 Weeks

PRELIM DESIGN & DEVELOPMENT OF GMX
Final Design, Subcontractor Bid Packages
3-4 Weeks
EA ANAL YSIS REPORT PRESENTATION1 Day

ENERGY ASSESSMENT (EA)
ECM & Improvement Savings Analysis, Costs
5 Weeks

CONSTRUCTION
Final Completion, Closeout
12-18 Months
ON-GOING SERVICESTerm of Contract
Figure G-5. Milestone Schedule
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan

15.ii
Year Energy & Water
Efficiency Measures
Resiliency / Renewable
Energy
Smart Cities -
Electrification T otal Savings & Revenue Estimated Reimburse- ment Schedule
Net Project Energy
Savings
1 $209,000 $262,000 $35,000 $506,000 $430,000 $76,000
2 $216,000 $271,000 $36,000 $523,000 $445,000 $78,000
3 $224,000 $280,000 $37,000 $541,000 $460,000 $81,000
4 $232,000 $290,000 $38,000 $560,000 $476,000 $84,000
5 $240,000 $300,000 $39,000 $579,000 $492,000 $87,000
6 $248,000 $311,000 $40,000 $599,000 $509,000 $90,000
7 $257,000 $322,000 $41,000 $620,000 $527,000 $93,000
8 $266,000 $333,000 $42,000 $641,000 $545,000 $96,000
9 $275,000 $345,000 $43,000 $663,000 $564,000 $99,000
10 $285,000 $357,000 $45,000 $687,000 $584,000 $103,000 11 $295,000 $369,000 $47,000 $711,000 $604,000 $107,000 12 $305,000 $382,000 $49,000 $736,000 $626,000 $110,000 13 $316,000 $395,000 $51,000 $762,000 $648,000 $114,000 14 $327,000 $409,000 $53,000 $789,000 $671,000 $118,000 15 $338,000 $423,000 $55,000 $816,000 $694,000 $122,000 16 $350,000 $438,000 $57,000 $845,000 $718,000 $127,000 17 $362,000 $453,000 $59,000 $874,000 $743,000 $131,000 18 $375,000 $469,000 $61,000 $905,000 $769,000 $136,000 19 $388,000 $485,000 $63,000 $936,000 $796,000 $140,000 20 $402,000 $502,000 $65,000 $969,000 $824,000 $145,000 TOTAL $5,910,000 $7,396,000 $956,000 $14,262,000 $12,125,000 $2,137,000 NOTES: Conversion of unit savings (kWh, kW, kgal, therm) are based on current applicable tariffs and incentives for SCE. Utility savings are escalated at 3.5% annually. During the next phase of this project a detailed evaluation of future utility costs will be completed and reviewed with the City prior to inclusion in contract documents.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan
Table G-3. Preliminary Energy Savings and Reimbursement Schedule

16.i
Figure G-6 illustrates the deliverables the City can expect during each phase of the project. Phases will include ongoing collaboration with the City to ensure accurate cost and savings estimates, smooth project implementation, and reliable operations and savings performance.

Deliverables at each phase are as follows.

NORESCO understands how critical timing is to successful completion, so we schedule and track elements that may impact the schedule:
• Complete the subcontractor pre-qualification process prior to final design to integrate their skills and experience before implementation • Coordinate City review and approval of design submittals • Track the purchase and delivery of materials
• Track key milestones, such as obtaining permits and facility approvals
• Ensure adequate labor and resources are available when needed • Project managers track all material and labor on a regular basis and • Complete project progress reporting to NORESCO management for transparency
• Review ECM-specific commissioning plan with subcontractors before implementation so everyone understands the requirements from start-up, performance testing, training, and documentation • Develop and maintain a contract compliance matrix for quick internal and external reference
Along with general project scheduling, NORESCO generates detailed schedules for all aspects of the project, including:
• Projected drawings
• Workforce utilization
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan

16.ii
Figure G-6. Deliverables Throughout the Phases of
NORESCO’s Project Management Approach

• Equipment purchasing
• Billing and payments
• Design submittals and approvals
• T esting, balancing, and commissioning
• Training activities
• Operations and maintenance
The sequence and timing of subcontractor efforts is carefully tracked, especially when there is interdependence between trades. The project manager will keep daily logs of personnel on site, directions issued, and construction activity completed and report project progress to NORESCO Management via Percent Complete Reporting. This same information is used for accounting and invoicing the customer. Additionally, NORESCO and its subcontractors carefully schedule and track the performance of projects based on the critical path method so that timely purchase and delivery of material and equipment is ensured, and adequate manpower and resources are available as needed. Effective communication with the customer and careful scheduling will expedite the project to prevent the failure of the current infrastructure.

The preliminary project schedule is provided in Attachment 4: Preliminary Project Schedule.

Describe any involvement as a party in any formal litigation, arbitration or mediation associated with savings performance on an energy savings contract or specifically related to an Investment Grade Audit (IGA) agreement in the last five years under any previous or current firm names, along with a description of the nature and outcome of such litigation.

NORESCO has not been a party to any formal litigation, arbitration or mediation associated with savings performance on an energy savings contract or specifically related to an IGA agreement in the last five years under any previous or current firm names.

As specified in the RFQ, NORESCO was previously awarded energy services work under RFQ No. PW 22-05 on March 1, 2023, but this award was later rescinded by the City of Buena Park prior to the parties executing a contract, following recent California regulatory developments that affected the procurement and contracting vehicles pertaining to RFQ No. PW 22-05. The City of Buena Park chose to pursue a new and different RFQ. As such, NORESCO is e not currently contracted with the City for any energy services work, nor does the prior, now-rescinded RFQ award # present any organizational conflict of interest that restricts full and open competition in the procurement and or which gives an unfair competitive advantage.

H. LITIGATION DISCLOSURE
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company G. Execution Plan / H. Litigation Disclosure

17.i
Responding Party will provide proof of financial stability including income statements, balance sheets, and statements of changes for the three (3) most recently completed fiscal years. If audited financial statements are not available, provide evidence of the level of third party review of the financial statements. Responding Party shall also provide documentation regarding levels of financing available from a financial institution.

NORESCO’s financial obligations under the contract will be backstopped by its corporate parent, Carrier Global Corporation (Carrier), a leading global provider of innovative HVAC, refrigeration, fire, security and building automation technologies with more than $22.1 billion in 2023 revenue. Through Carrier, NORESCO offers robust bonding and insurance coverages. Carrier was most-recently rated “Baa3” by Moody’s Investors Services, “BBB” by Standard & Poor’s Financial Services, and “BBB“ by Fitch Ratings.

Audited Carrier Global Corporation Consolidated Financial Statements for Fiscal Years 2023, 2022, and 2021 can be found in Form 10-K, as filed with the Securities and Exchange Commission on February 6, 2024, beginning on Page 49 of the document (Page 49 of 146 of the PDF). NORESCO is consolidated within Carrier’s HVAC business segment, as noted on Page 5 of the Annual Report: https:/ /ir.carrier.com/static-files/ d0b55f30- 3fde-4fe7-9c28-1237f1f477a4. Income statements, balance sheets, and statements of changes for the three most recently completed fiscal years is provided in Attachment 6: Audited Financial Statements.

Documentation of levels of financing available from a financial institution is provided as Attachment 7: Available Levels of Financing.

I. FINANCIAL STABILITY
Responding Parties shall provide evidence that it has the capacity to obtain all payment and performance bonding, liability insurance, and errors and omissions insurance that are required to perform the Services and complete the Project.

Currently, NORESCO does not have any specific exceptions to the City’s Standard Agreement for Consultant Services. However, because the scope of the project, the contract value and services provided are currently not defined, NORESCO reserves the right to negotiate contract terms in the future when final project details are defined. Regarding insurance, NORESCO commits to comply with all material provisions of the insurance requirements outlined in the General Terms and Conditions, provided that NORESCO reserves the right to negotiate certain provisions as required by the policies of its parent company, Carrier Corporation.

Documentation of performance bonding, liability insurance, and errors and omissions insurance required to perform services is provided as Attachment 1: Bonding Letter.

J. BONDING & INSURANCE
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company I. Financial Stability / J. Bonding & Insurance

17.ii
Local subcontractors will complement our in-house capabilities and will produce a multiplying effect for jobs created in the community resulting in a positive local economic impact during the development and construction of the project. For example, our City of Fullerton, California project produced 50 local jobs which were 100% union labor. This was a request of City staff as they also have a community workforce agreement with the local building and trades council community.

K. SUBCONTRACTOR LISTING
Responding Party shall list all subcontractors and material suppliers intended to be used to perform or carry out the Project if awarded by the City, together with a description of the scope of work or materials to be provided by each.

SUBCONTRACTOR SELECTION

AND MANAGEMENT
At this time, we have not identified any subcontractors or material suppliers to be used for this project. The NORESCO project team selects subcontractors in collaboration with City staff and based upon the expertise they bring to a project team, and the ability to expand their business through meaningful, productive work. We make every effort to include those consultants that can provide meaningful participation on each project that we undertake, especially by encouraging local firms that will support the economy of the City of Buena Park.

During the audit phase of the project, NORESCO will work with the City to determine which subcontractors we may partner with on a given scope of work or which subcontractors will be invited to participate in the bidding process. Subcontractor selection is a collaborative process between the City and NORESCO and all final subcontractors will need to be qualified through NORESCO’s rigorous subcontractor qualification process and is subject to City approval.

Subcontractors will be determined once the scope of the project is well-defined, we can maintain competitive bidding, and personnel from the subcontractor can be committed to perform the required work.

NORESCO uses well-structured contract provisions to protect ourselves and customers. Necessary insurance and bond requirements are included in the contract, and we typically specify a 10 percent retainage provision to ensure the prompt completion of punch-list items. All terms and conditions for subcontractors prescribed by the City will also be included in the contract.

Subcontractor management involves much more than finding a good contractor and signing a contract. Safety is our top priority, no exceptions.

Our team meets weekly to confirm that work is being completed safely, on schedule, plan contingencies, and document
compliance with OSHA and other regulations.

Construction problems are well documented
to determine any required corrective action,
and sub-project completions are noted for
payments. Final subcontractor payments are
withheld until punch-list items are complete.

NORESCO and the City will also meet
regularly to compare notes on the project’s
progress and the performance of subcontractors. All required reports on subcontractors’ progress and performance will be forwarded to the City in a timely fashion.

We understand that Buena Park has similar project labor agreements and we will abide by those rules.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company K. Subcontractor Listing

18.i

UNION PARTNERS AND TRADE COUNCILS
At NORESCO we understand the importance of building strong relationships within the local community and industry. In line with this, we have already taken proactive steps to engage with the Los Angeles/ Orange Counties Building and Construction Trades Council, as well as the Signatory Craft Councils and Unions. In anticipation of the requirements to collaborate with these organizations, we have reached out to initiate discussions regarding a potential partnership. We have expressed our interest in hosting a “Meet the Prime” event to explore opportunities for subcontracting with their members on this project and future endeavors within California.

We firmly believe that fostering collaborative relationships with trade councils and unions is essential for the successful execution of projects, and we are committed to working closely with them to achieve our mutual goals. We intend to fulfill the contractual requirements while also maximizing the involvement of local businesses. We are dedicated to promoting diversity, equity, and inclusion in our subcontracting efforts and ensuring that opportunities are accessible to all qualified contractors in accordance with Exhibit E: Community Workforce Agreement.

Furthermore, we are excited to share that we have also had preliminary discussions regarding capacity building and other outreach initiatives aimed at supporting small businesses in the region. We recognize the importance of investing in the growth and development of local enterprises and are exploring various avenues to provide assistance and resources.

We are committed to delivering exceptional results on this project and look forward to the possibility of establishing a long-term partnership with the City. We are confident that our combined expertise and resources will lead to the successful completion of the Buena Park Project and future projects to come.

We encourage you to visit our dedicated Buena Park Project Microsite to learn more about how we plan on utilizing local subcontractors.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company K. Subcontractor Listing

18.ii
NORESCO is taking a proactive approach in engaging
with the LA/OC Building and Construction Trades Council and the Signatory Craft Councils and Unions
Responding Party shall provide information concerning workers’ compensation experience history and a worker safety program.

WORKERS COMPENSATION
NORESCO and Carrier have a workers’ compensation policy that formalizes a program to ensure all employees receive appropriate medical treatment for occupational injuries and illnesses and have a timely and appropriate return to work as well as to determine the root cause and appropriate corrective actions for incidents. Our policy ensures any employee sustaining a work-related illness or injury is treated with dignity and respect, provided with prompt and appropriate medical treatment to ensure a rapid recovery and return to work, and provided with temporary alternative productive work whenever needed.

Carrier complies with all state reporting requirements to provide prompt, reasonable medical and income benefits for work related injuries and lost time, regardless of fault. Table L-1 highlights metrics from our injury and illness recordkeeping forms as filed with OSHA over the past three years.

In addition, Experience Modification Rate (EMR) is a metric that insurers use to calculate worker’s compensation premiums; it considers the number of claims/injuries a company has in the past and their corresponding costs. NORESCO’s current EMR is 0.53, nearly half the national average. Please see M. Safety Record for more information on NORESCO’s EMR history.

Year Hours
Worked
Lost Work-
day Cases
Restricted Duty
Cases
Other
Incidents
T otal
Recordable
Incidents
Lost Workday Inci-
dence Rate (LWIR) DART Rate
T otal
Recordable Incident
Rate (TRIR)
2021 879,465 0 0 0 0 0.00 0.00 0.00
2022 834,828 0 0 2 2 0.00 0.48 0.48
2023 870,055 0 0 0 0 0.00 0.00 0.00
L. WORKERS COMPENSATION
& SAFETY
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company L. Workers Compensation & Safety

19.i
Table L-1. Workers’ Compensation Experience History
Our worker safety program is structured in six element categories that follow a Plan-Do-Check-Act process approach. intended outcomes of our environmental health and safety (EH&S) policy, which is available publicly, are to:
• Provide our employees and contractors a
workplace free from injury and illness
• Minimize the impact on the environment and our communities • Fulfill EH&S legal and other applicable compliance obligations • Proactively manage emerging EH&S aspects, impacts,
hazards, and risks
• Monitor and continuously improve EH&S performance
• Achieve EH&S objectives and improvement targets
At the NORESCO level, included with the corporate-level safety plan, we ensure:
• Annual safety training for all employees
• Site-specific safety plans for our customers’ work sites • Accident prevention plans
• OSHA-10 and -30 certification courses for onsite employees • Annual OSHA refresher courses for onsite employees
During construction, NORESCO’s project managers work directly with our in-house environmental health and safety professionals to develop site safety and health plans specifically tailored to each customer’s site and requirements. Our onsite employees must submit safety inspections twice per month for management review. In addition, all senior project managers attend an OSHA 30-hour construction course taught by OSHA-certified instructors to prepare for relevant safety exposures based on real-life experiences and situations.

Our safety program also includes ongoing safety reviews during construction and subcontractor inspections for consistent compliance with OSHA regulations. As noted above, we have a strict subcontractor qualification process that includes safety metrics reviews, including EMR ratings, incidence rates, and OSHA inspection/violation histories.

NORESCO maintains long-term relationships with subcontractors who are strong performers in safety and health to provide our customers with safely installed projects.

SAFETY
Safety is of the highest priority at NORESCO and a metric we use to gauge the overall performance of our company on an ongoing basis. We believe all incidents are preventable, and we maintain the safest possible environment to avoid injuries and prevent costly delays.

In the past 10 years, we have zero OSHA violations on NORESCO- managed construction projects. Our vigilance regarding safety is illustrated in our Experience Modification Rate (EMR) of 0.53, nearly half the national average. EMR is an insurance industry measure of safety; the lower the number of incidents, the lower the EMR. This low EMR is evidence that our methods and procedures deliver safely installed projects for our customers.Our safety team is set up to ensure onsite employees have the support they need. During construction, our project managers work directly with our in-house staff of environmental health and safety professionals to develop site safety and health plans specifically tailored to each customer’s site and requirements. Our onsite employees must submit safety inspections twice per month for management review.

In addition, all senior project managers attend an OSHA 30-hour construction course taught by OSHA-certified instructors to prepare for relevant safety exposures based on real-life experiences and situations.

Our safety program also includes ongoing safety reviews during construction and subcontractor inspections for consistent compliance with OSHA regulations. We have a strict subcontractor qualification process that includes safety metrics reviews, including EMR ratings, incidence rates, and OSHA inspection/violation histories. We maintain long-term relationships with subcontractors who are strong performers in safety and health to provide our customers with safely installed projects.

City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company L. Workers Compensation & Safety

19.ii
Responding Party shall demonstrate an acceptable safety record, with a proposer’s safety record being deemed acceptable if its experience modification rate for the most recent three-year period is an average of 1.00 or less, and its average total recordable injury or illness rate and average lost work rate for the most recent three-year period does not exceed the applicable statistical standards for its business category or if the proposer is a party to an alternative dispute resolution system as provided for in Section 3201.5 of the Labor Code.

NORESCO has not received any violations, citations, or fines from OSHA in the last 5 years. Our vigilance regarding safety is illustrated in our Experience Modification Rate (EMR) of 0.53, nearly half the national average. As noted in L. Workers Compensation & Safety, EMR is an insurance industry measure of safety where the lower the number of incidents, the lower the EMR. Our low EMR is evidence our methods and procedures deliver safely installed projects for our customers. Table M-1 highlights NORESCO’s EMR over the past three years.

M. SAFETY RECORD
Year Insurance
EMR Rating
2021 0.54
2022 0.53
2023 0.53
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company M. Safety Record

20.i
Experience Modification
Rate (EMR) of 0.53,
nearly half the national
average
Table M-1. NORESCO’s EMR History
All proposals shall include a detailed breakdown of the compensation proposed for completing the assessment, preliminary design and preconstruction work necessary to provide a Guaranteed Maximum Price for the Project and Guaranteed Minimum Annual Savings (as descried in Section IV.D.(1)-(2) above. The proposal should include a breakdown of all costs including hourly rates and reimbursement schedule.

Proposers shall note any differences in the compensation due if the City: (1) awards Contractor a contract for completing design and construction; (2) declines to move forward with any Project; or (3) elects to use the design but solicit alternative proposals to complete the work, as described further in the Scope of Work portions of this Request for Qualifications.

NORESCO’s hourly rate schedule is provided in Table N-1. Additionally, NORESCO proposes the following compensation options as follows:

Energy Assessment: Noresco proposes to provide the Energy Assessment as described in Section IV. D. Scope of Services 1, at no cost to the City of Buena Park. This is consistent with our prior approach.

Preliminary Design and Development of Guaranteed Maximum Price:

Buena Park shall compensate NORESCO for this task via open book pricing metrics set forth in Section V.F.(15)-(16) of the Solicitation and hourly rates outlined in Table N-1.

Compensation Scenarios to contractor are as follows:
(1) awards Contractor a contract for completing design and construction Contractor will incorporate development costs into the firm-fixed construction price along with the ECMs selected by the City per the open book pricing metrics set forth in Section V.F.(15)-(16) of the Solicitation and Section O of our response.
(2) declines to move forward with any Project
If the City declines to move forward with any project, Contractor’s fee will be equivalent to the cost to deliver the following task only: Preliminary N. COMPENSATION/FEE

SCHEDULE
Design and Development of Guaranteed Maximum Price. Compensation for this task shall be determined via open-book pricing metrics set forth in Section V.F.(15)-(16) of the Solicitation and hourly rates outlined in Table N-1. (3) elects to use the design but solicit alternative proposals to complete the work If the City elects to use NORESCO’s work to solicit alternative proposals, Contractor’s fee will be equivalent to the cost incurred by NORESCO in total; inclusive of all past and present proposal efforts, contract negotiations, Energy Assessment, and Preliminary Design and Development of Guaranteed Maximum Price. The total fee shall be determined via open book pricing metrics set forth in Section V.F.(15)-(16) of the Solicitation and hourly rates outlined in Table N-1. *Hourly rates shall be escalated annually to account for inflation.

A sample reimbursement schedule is provided as Attachment 5: Sample Reimbursement Schedule.

Hourly Rate Table 2024
Classification Rate/Hour
Proposal Administrator $103
CAD Technician $110
Construction Coordinator $103
Associate Engineer, Associate Project Manager $117
Energy Engineer, Project Manager, Project Developer $140 Energy Engineer 2, Project Manager 2, Project Developer 2 $157 Commissioning $173
M&V Specialist $129
Sr. Energy Engineer, Sr. Project Manager, Sr. Project Developer $197 Mgr/Dir Construction, Mgr/Dir Engineering, Mgr/Dir Prj Development $239 Executive time - VP Construction, VP Project Development, Exec VP $295 Table N-1. Hourly Rate Schedule
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company N. Compensation/Fee Schedule

20.ii
All proposals shall include the following chart completed with maximum percentages as detailed below with reference to completing design and construction of the Project for the GMAX, if awarded by City:

In an effort to give the City flexibility, we will maintain the maximum cumulative markup presented in Rows D-N. Assumptions for Cost Markup Table: Rows D-N are calculated as a percent of Row C. Row P is calculated as a percent of the sum of Rows C and O. Row Q is calculated as a percent of the sum of Rows C, O, and P.

First Year Annual
Service Fees Maximum Percent of Annual Savings
Measurement & Verification 5% (Typical is 2%)
Ongoing Training Based on Scope Selected by Buena Park
(Typical is < 2%)
Operations & Maintenance Based on Scope Selected by Buena Park All ongoing fees included in scope will be collaboratively developed based on the final scope of work selected by the City.

O. INDICATIVE COST

BUILD UP MODEL
Project Budget MAXIMUM MARKUPS
(Percent)
a Subcontractor Costs N /A
b Other Direct Purchases of Equipment,
Material, Supplies (Supplier Costs to ESCO)
c Total of Hard Costs N /A
d Project Development 8.00%
e Design/Engineering 8.25%
f Project Management 8.5%
g Permits 2.0%
h Performance Bond 1.0%
i Payment Bond 1.25%
j Commissioning 1.5%
K Measurement & Verification 1.5%
l Training 2.5%
m Contingency 5.0%
n Warranty Service 3.5%
o Total of ESCO Fees =sum(d:n)
p Overhead 14.5%
q Profit 5.0%
r PROJECT PRICE SUB TOTAL w/OH &P
All information included in a Proposal shall be certified under penalty of perjury by the Proposer and its general partners or joint venture members.

NORESCO certifies this proposal under penalty of perjury. Please refer to Exhibit B: Statement of Acknowledgment.

P. VERIFICATION OF PROPOSAL
City of Buena Park, CA
Energy Conservation & Performance Contracting
A Carrier Company O. Indicative Cost Build Up Model / P. Verification of Proposal

21.i

RAYMOND
SMUDDE
Director, Construction
Services
Employment History
2023 to Present
Director, Construction Services

NORESCO

2017 to 2023
Manager, Construction Services

NORESCO

2007 to 2017
Senior Project Manager

NORESCO

1991 to 2007
Construction/Project Manager,
Performance Contracting
Siemens Building Technologies, Inc.

1987 to 1991
Engineer
Johnson Controls, Inc.

Education
B.S., Electrical Engineering
Technology
DeVry Institute of Technology

Mr. Smudde has more than 30 years of project management and HVAC control design experience. At NORESCO, he is the primary liaison for customer relations during construction of energy savings projects ensuring the successful and timely implementation of energy conservation measures, project safety and coordination and supervision of NORESCO employees, subcontractors, vendors, and suppliers.

Relevant Experience
Mr. Smudde’s NORESCO project experience includes:

ALEXANDRIA COMMUNITY SCHOOL CORPORATION

ALEXANDRIA, INDIANA

ASHTABULA COUNTY MEDICAL CENTER

ASHTABULA, OHIO

CALIFORNIA DEPARTMENT OF CORRECTIONS AND

REHABILITATION (CDCR) CALIPATRIA STATE PRISON

CALIPATRIA, CALIFORNIA

CALIFORNIA DEPARTMENT OF CORRECTIONS AND

REHABILITATION (CDCR) CENTINELLA STATE PRISON

CENTINELLA, CALIFORNIA

CALIFORNIA STATE UNIVERSITY (CSU) FRESNO P3

FRESNO, CALIFORNIA

CITY OF FLAGSTAFF

FLAGSTAFF, ARIZONA

CITY OF FULLERTON

FULLERTON, CALIFORNIA

CITY OF MISSOURI CITY

MISSOURI CITY, TEXAS

CITY OF PORTAGE

PORTAGE, MICHIGAN

COOK COUNTY ADMINISTRATION BUILDINGS

CHICAGO, ILLINOIS

COOK COUNTY COURTHOUSES

CHICAGO, ILLINOIS

COOK COUNTY DEPARTMENT OF CORRECTIONS

CHICAGO, ILLINOIS

COOK COUNTY HIGHWAY FACILITIES

CHICAGO, ILLINOIS

EASTERN MICHIGAN UNIVERSITY

YPSILANTI, MICHIGAN

FOND DU LAC BAND OF LAKE CHIPPEWA

CLOQUET, MINNESOTA

ILLINOIS STATE UNIVERSITY

NORMAL, ILLINOIS

LEECH LAKE BAND OF OJIBWE

CASS LAKE, MINNESOTA

LIBERTYVILLE SCHOOL DISTRICT 89

LIBERTYVILLE, ILLINOIS

METROPOLITAN WATER RECLAMATION DISTRICT

CHICAGO, ILLINOIS

MICHIGAN DEPARTMENT OF CORRECTIONS

JACKSON, MICHIGAN

MISSOURI DEPARTMENT OF CORRECTIONS

FARMINGTON, MISSOURI

NORTHEASTERN ILLINOIS UNIVERSITY

CHICAGO, ILLINOIS

OHIO DEPARTMENT OF CORRECTIONS

ORIENT, OHIO

RICHARD J. DALEY CENTER

CHICAGO, ILLINOIS

SCHOOL CITY OF WHITING

WHITING, INDIANA

STATE OF MINNESOTA DEPARTMENT OF TRANSPORTATION

MINNEAPOLIS, MINNESOTA

SUNNYBROOK SCHOOL DISTRICT 171

LANSING, ILLINOIS

UNIVERSITY OF ILLINOIS ABBOTT PLANT

URBANA-CHAMPAIGN, ILLINOIS

U.S. DEPARTMENT OF VETERANS AFFAIRS, VETERANS
INTEGRATED SERVICES NETWORK (VISN) 12
ILLINOIS ⋅ WISCONSIN

RYAN

GUNSTREAM
Senior Account Executive
Employment History
2020 to Present
Senior Account Executive

NORESCO

2019 to 2020
Regional Business Development
Manager
CLIMATEC Building Technologies

2015 to 2019
Senior Energy Business Development
Consultant
Honeywell Building Solutions

2011 to 2015
Business Development Manager
Shell Oil Company

January to October 2011
District Sales Leader
Nestle, USA

2007 to 2010
District Sales Manager
The Hershey Company
Affiliations & Certifications
Association of California Water
Agencies member

California Special Districts
Association member

League of California Cities member

California Society of Municipal
Finance Officers member

California Association of Sanitation
Agencies member
Education
B.S., Interdisciplinary Studies
Utah State University

Mr. Gunstream has 16 years of experience in the energy services industry.

At NORESCO, he develops new business opportunities and expands the company’s customer base through account development and marketing.

He provides program education, develops program solution, identifies financing and grant options, and develops and presents comprehensive energy conservation projects to prospective customers. Mr. Gunstream uses an open, collaborative, and multi-step planning process to ensure that all stakeholders are informed and involved at each step and that the appropriate NORESCO resources are allocated throughout each phase of the project. This collaborative approach will guarantee that clients get the best project for their facilities and other assets while eliminating wasted time and resources.

Relevant Experience
Mr. Gunstream’s NORESCO project experience includes:

CITY OF FULLERTON

FULLERTON, CALIFORNIA

CITY OF MARTINEZ

MARTINEZ, CALIFORNIA
Previous Experience
Prior to joining NORESCO, Mr. Gunstream was regional business development manager at CLIMATEC Building Technologies Group, where he was responsible for developing and closing high-level sales opportunities through executive-level relationships in public sector markets.

As a senior energy business development consultant for Honeywell Building Solutions, he obtained expertise in a variety of energy-efficient technologies, including building automation, automated water meter infrastructure, and advanced microgrids that provide onsite generation and energy security.

Mr. Gunstream’s project experience under previous employers included:

CITY OF REDDING

REDDING, CALIFORNIA

SAN JOAQUIN COUNTY PUBLIC WORKS

STOCKTON, CALIFORNIA

YORBA LINDA WATER DISTRICT

YORBA LINDA, CALIFORNIA

KRISTEN

SALINAS
P.E., LEED AP® BD+C,

WELL AP, MBA
Manager, Sustainability
Services
Employment History
2022 to Present
Manager, Sustainability Services

NORESCO

2008 to 2022
Senior Sustainability Consultant

NORESCO

2006 to 2008
Past employment also includes
positions at RBF Consulting and
David Evans & Associates
Affiliations & Certifications
Registered Professional Engineer,
(P.E.), California

LEED AP® BD+C, U.S. Green Building
Council

WELL Airport Sector Advisor
International WELL Building Institute
Education
Master of Business Administration
Leavey School of Business Santa
Clara University

B.S., Civil Engineering
California Polytechnic State
University

With more than 15 years of experience, Ms. Salinas provides guidance and recommendations on how to integrate sustainable design into new and existing buildings. Kristen’s background in civil engineering provides a comprehensive understanding of the design process and how to best integrate sustainable practices. Her certificate in Green Building and Sustainable Design has provided her a broad background in eco-friendly materials, site planning, water/wastewater innovations, and habitat conservation. Additionally, Kristen works extensively with the California Energy Commission and utilities in California supporting compliance improvement programs under the Statewide Codes and Standards, including Title 24, Part 6, with the goal to reduce energy use across California.

Relevant Experience
Ms. Salinas’ NORESCO project experience includes:

CITY OF ENCINITAS

MARTINEZ, CALIFORNIA

CITY OF CHULA VISTA

CHULAS VISTA, CALIFORNIA

CITY OF MARTINEZ

MARTINEZ, CALIFORNIA

CITY OF SACRAMENTO

SACRAMENTO, CALIFORNIA

CITY OF SAN FRANCISCO

SAN FRANCISCO, CALIFORNIA

CITY OF SAN DIEGO

MARTINEZ, CALIFORNIA

SAN JOAQUIN COUNTY

STOCKTON, CALIFORNIA

AARON
HART, P.E., LEED®
AP BD+C
Manager, Development
and Engineering
Employment History
2023 to Present
Manager, Development and
Engineering

NORESCO

2021 to 2023
Senior Energy Engineer

NORESCO

2015 to 2020
Energy Engineer II

NORESCO

2013 to 2015
Mechanical Engineer/Project Manager
Henneman Engineering, Inc.

March to December 2013
Contract LEED® Reviewer
SRI Quality System Registrar

2011 to 2013
Contract Mechanical Engineer
Henneman Engineering, Inc.

2008 to 2011
Mechanical Engineer
Henneman Engineering, Inc.

2005 to 2008
Lead Mechanical Engineer
U.S. DOE Industrial Assessment Center
Affiliations & Certifications
Registered Professional Engineer,
(P.E.), California, Illinois, Nevada, and
Utah

LEED AP BD+C, U.S. Green Building
Council
Education
B.S., Mechanical Engineering
University of Illinois, Chicago

Mr. Hart manages the development and engineering of energy saving performance contracts in the west region, including financial analysis and project coordination during the proposal and detailed energy audit project phases. He oversees coordination of engineering, construction, measurement and verification, and administrative staff to complete detailed energy audits and produce proposal and audit documents. He works closely with account executives to communicate effectively with customers.

Mr. Hart has developed more than $200 million of energy conservation and renewable energy projects over the past 10 years. Highlights include development of comprehensive, energy-efficient building system upgrades for correctional, municipal, transportation, and educational facilities and water delivery and treatment infrastructure; development of renewable energy and energy storage facilities; and structuring financing mechanisms including equipment leases, bonds, power purchase agreements, public-private partnerships, and other energy-related incentives.

Relevant Experience
Mr. Hart’s NORESCO project experience includes:

ATWATER UNIFIED SCHOOL DISTRICT

ATWATER, CALIFORNIA

CALIFORNIA DEPARTMENT OF CORRECTIONS AND

REHABILITATION (CDCR) CALIPATRIA STATE PRISON

CALIPATRIA, CALIFORNIA

CALIFORNIA DEPARTMENT OF CORRECTIONS AND

REHABILITATION (CDCR) CENTINELLA STATE PRISON

CENTINELLA, CALIFORNIA

CALIFORNIA STATE UNIVERSITY (CSU) FRESNO P3

FRESNO, CALIFORNIA

CITY OF FLAGSTAFF

FLAGSTAFF, ARIZONA

CITY OF FULLERTON

FULLERTON, CALIFORNIA

CITY OF MISSOURI CITY

MISSOURI CITY, TEXAS

CITY OF SUNLAND PARK

SUNLAND PARK, NEW MEXICO

CITY OF TUCSON

TUCSON, ARIZONA

FRESNO UNIFIED SCHOOL DISTRICT

FRESNO, CALIFORNIA

HONOLULU DEPARTMENT OF PARKS & RECREATION

HONOLULU, HAWAII

HONOLULU BOARD OF WATER SUPPLY

HONOLULU, HAWAII

KERN HIGH SCHOOL DISTRICT

BAKERSFIELD, CALIFORNIA

LOS ANGELES UNIFIED SCHOOL DISTRICT

LOS ANGELES, CALIFORNIA

NATOMAS UNIFIED SCHOOL DISTRICT

SACRAMENTO, CALIFORNIA

OAKDALE JOINT UNIFIED SCHOOL DISTRICT

OAKDALE, CALIFORNIA

RESCUE UNION SCHOOL DISTRICT

RESCUE, CALIFORNIA

SANTA BARBARA UNIFIED SCHOOL DISTRICT

SANTA BARBARA, CALIFORNIA

WATERFORD UNIFIED SCHOOL DISTRICT

WATERFORD, CALIFORNIA
Previous Experience
Prior to joining NORESCO, Mr. Hart held several positions with increasing responsibilities at Henneman Engineering, Inc. He designed mechanical systems in healthcare, commercial, and municipal buildings. His work included CAD, specification writing, and project coordination; field testing and reviews of installed mechanical systems; writing commissioning plans and reports; evaluating design documents and shop drawings; energy modeling using TRACE and eQuest; completing load calculations; and contributing to design decisions based on energy and economic analysis.

As lead mechanical engineer for the U.S. Department of Energy Industrial Assessment Center, he provided energy assessments to industrial facilities.

MATT

SHANNON,
Senior Project Developer
Employment History
2024 to Present
Senior Project Developer

NORESCO

2019 to 2023
Senior Project Developer
Veregy

2014 to 2019
General Manager, Co-Owner
NewGrid

2012 to 2014
Vice President Sales and Marketing
Natural Power and Energy

2011 to 2102
Business Development Manager
SOLON Corporation

2000 to 2011
Vice President Sales and Marketing
American Solar Electric
Affiliations & Certifications
State of Arizona Department of
Public Safety – Level One DR
Fingerprint Clearance
Education
M.B.A., Marketing and Finance
Duquesne University

B.A., History
Denison University

Mr. Shannon has 24 years of experience in the energy-efficiency industry, with focus on distributed generation. At NORESCO, he is responsible for project development.

Previous Experience
Mr. Shannon’s project experience under previous employment includes:

ALHAMBRA ELEMENTARY DISTRICT

PHOENIX, ARIZONA

AMPHITHEATER PUBLIC SCHOOLS

TUCSON, ARIZONA

ARIZONA DEPARTMENT OF PUBLIC SAFETY

BRONCO BUTTE, ARIZONA

ARIZONA DEPARTMENT OF EMERGENCY AND MILITARY AFFAIRS

STATEWIDE, ARIZONA

ARIZONA GAME AND FISH DEPARTMENT

STATEWIDE, ARIZONA

CAL BLACK MEMORIAL AIRPORT

HALLS CROSSING, UTAH

CITY OF FOUNTAIN

FOUNTAIN, COLORADO

CITY OF PHOENIX

PHOENIX, ARIZONA

CITY OF COOLIDGE

COOLIDGE, ARIZONA

DISHCHII’BIKOH COMMUNITY SCHOOL

CIBECUE, ARIZONA

DEER VALLEY UNIFIED SCHOOL DISTRICT

PHOENIX, ARIZONA

DURANGO SCHOOL DISTRICT 9-R

DURANGO, COLORADO

LIBERTY UTILITIES

GOODYEAR, ARIZONA

SAHUARITA UNIFIED SCHOOL DISTRICT

SAHUARITA, ARIZONA

TUCSON INTERNATIONAL AIRPORT

TUCSON, ARIZONA

TUCSON UNIFIED SCHOOL DISTRICT

TUCSON, ARIZONA

SAMANTHA

TRBOVICH
Senior Program Specialist,
Green Operations
Employment History
2016 to Present
Senior Program Specialist, Green
Operations

NORESCO

2011 to 2016
Program Specialist, Green Operations

NORESCO
Education
M.B.A., Marketing and Strategy
University of Pittsburgh
Katz Graduate School of Business

B.S., Marketing
Saint Vincent College

Ms. Trbovich has more than 13 years of experience in the energy service industry. At NORESCO, she develops and delivers programs including Energy Conservation Through Behavior Change® and other customized solutions for the Green Operations team. Her primary responsibilities include writing customer proposals; developing and delivering onsite marketing, communication, and behavior change programs; conducting customer interviews and administering surveys, compiling, analyzing, and reporting data and survey results; collaborating with NORESCO project teams to design and develop new offerings related to organizational energy conservation; and preparing and delivering customer presentations both individually and as a member of a project team.

Relevant Experience
Ms. Trbovich’s NORESCO project experience includes:

ALLEGHENY COUNTY

PITTSBURGH, PENNSYLVANIA

BALTIMORE COUNTY PUBLIC SCHOOLS

TOWSON, MARYLAND

CALIFORNIA STATE UNIVERSITY (CSU) FRESNO P3

FRESNO, CALIFORNIA

CITY OF TUCSON

TUCSON, ARIZONA

COLUMBIA UNIVERSITY

NEW YORK, NEW YORK

FEDERAL AVIATION ADMINISTRATION (FAA) WESTERN SERVICE

AREA (WSA)

GUAM AND HAWAII

FEDERAL CORRECTIONAL INSTITUTION (FCI) FORT DIX

FORT DIX, NEW JERSEY

FEDERAL CORRECTIONAL INSTITUTION (FCI) MARION

MARION, ILLINOIS

FEDERAL CORRECTIONAL INSTITUTION (FCI) MILAN

MILAN, ILLINOIS

FEDERAL DETENTION CENTER (FDC) PHILADELPHIA

PHILADELPHIA, PENNSYLVANIA

HAWAII DEPARTMENT OF ACCOUNTING AND GENERAL SERVICES

HONOLULU, HAWAII

HONOLULU DEPARTMENT OF PARKS AND RECREATION

HONOLULU, HAWAII

LENER (LEO)
COIRA
Small and Minority
Business Program
Manager
Employment History
2023 to Present
Small and Minority Business Program
Manager

NORESCO

2021 to 2023
S/M/WBE Program Manager
BACH Real Estate

2015 to 2021
DBE Consultant
Florida Department of Transportation
(FDOT) Specialized Development
Program
Education
B.A.S., Supervision and Management
Miami Dade College

Mr. Coira has more than 8 years of experience engaging with diverse businesses. He identifies, evaluates, and manages small and minority business partners and subcontractors across the NORESCO enterprise for the federal, state, education, healthcare, and commercial markets. Mr.

Coira is instrumental in developing a pool of subcontractors qualified to help NORESCO meet the challenges of the energy transition. He works with small, disadvantaged, minority-owned, woman-owned, and veteran- owned business enterprises to support commitments to our clients’ diversity, equity, and inclusion programs.

Previous Experience
Prior to joining NORESCO, Mr. Coira worked at Bach Real Estate as a small, minority-owned, woman-owned business enterprise program manager, working primarily under AECOM for the Broward County Public School System.

Working at the Broward County Public School System (the sixth largest school district in the nation), he led in governing minority, women-owned, and small businesses in all aspects, from outreach to compliance to procurement. He worked directly with the SMART Program, which is a $800 million capital improvement program, assisting in averaging a small, minority-owned, woman-owned business enterprise participation percentage of 24%.

He also consulted for the Florida Department of Transportation (FDOT) where he supplied diverse business enterprises to prime contractors in Florida for Districts 4 and 6. In this role, he provided capable diverse business enterprises to prime contractors on priority projects to facilitate the completion of projects as well as comply with diverse business participation goals. Mr. Coira orchestrated outreach events, built effective relationships, and acted the liaison between the prime contractors and diverse business enterprises.

ID Task Name Duration Start Finish1Anticipated Contract Award1 dayTue 4/16/24Tue 4/16/242Notice to Proceed for Energy Assessment1 dayWed 4/24/24Wed 4/24/243Energy Assessment36 daysWed 5/8/24Wed 6/26/244Project Kickoff1 dayWed 5/8/24Wed 5/8/245Stakeholder Interviews5 daysMon 5/13/24Fri 5/17/246Site Assessments10 daysMon 5/13/24Fri 5/24/247Scope Development of ECMs & Improvements10 daysMon 5/20/24Fri 5/31/248Financial Workshop1 dayMon 5/20/24Mon 5/20/249Legal Review Workshop1 dayTue 5/21/24Tue 5/21/2410Savings, Costs and Economic Modelling10 daysMon 5/20/24Fri 5/31/2411Entellichoice Workshop with City1 dayMon 6/3/24Mon 6/3/2412M&V and Cx Plan Review with City1 dayMon 6/3/24Mon 6/3/2413EA ECMs & Improvements Report Submission1 dayFri 6/7/24Fri 6/7/2414EA Presentation, City Review10 daysThu 6/13/24Wed 6/26/2415Preliminary Design and Development of GMX42 daysThu 6/27/24Fri 8/23/2416Final Design and Subcontractor Bid Packages15 daysThu 6/27/24Wed 7/17/2417Subcontractor Prep & Bid Walks15 daysThu 7/11/24Wed 7/31/2418Subcontract Proposal Review5 daysWed 7/31/24Tue 8/6/2419Delivery Approach & Finance Review1 dayWed 8/7/24Wed 8/7/2420ESA Contract & GMX Price Development11 daysThu 8/8/24Thu 8/22/2421ESA Contract and GMX Submission1 dayFri 8/23/24Fri 8/23/2422City Review / Contract Negotiation20 daysMon 8/26/24Fri 9/20/2423Submit for Council Agenda1 dayMon 9/23/24Mon 9/23/2424City Council Approval1 dayTue 9/24/24Tue 9/24/2425Construction 188 daysWed 10/2/24Fri 6/20/2526Notice to Proceed for Construction1 dayWed 10/2/24Wed 10/2/2427Commencement of Construction, Kickoff Meeting0 daysWed 10/2/24Wed 10/2/2428Jobsite Set-up & Mobilization10 daysThu 10/3/24Wed 10/16/2429ECM & Improvement Implementation187 daysThu 10/3/24Fri 6/20/2530ECM 1187 daysThu 10/3/24Fri 6/20/2531Issue Subcontracts4 wksThu 10/3/24Wed 10/30/2432Final Design/Material Submittals30 daysThu 10/31/24Wed 12/11/2433Review Submittals and Design with Client (any changes from IGA)1 dayThu 12/12/24Thu 12/12/2434Procurement and Delivery of Material6 wksFri 12/13/24Thu 1/23/2535Subcontractor Mobilization2 daysFri 1/24/25Mon 1/27/2536Installation of ECM5 monsTue 1/28/25Mon 6/16/25 10/2
AprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulQtr 2, 2024Qtr 3, 2024Qtr 4, 2024Qtr 1, 2025Qtr 2, 2025Qtr 3, 2025 TaskSplit
Milestone
Summary
Project Summary
Inactive TaskInactive Milestone
Inactive Summary
Manual Task
Duration-onlyManual Summary RollupManual Summary
Start-only
Finish-only
External TasksExternal Milestone
Deadline
ProgressManual ProgressPage 1City of Buena ParkSample Project Schedule ID Task Name Duration Start Finish37Substantial Completion0 daysMon 6/16/25Mon 6/16/2538Punch List2 daysTue 6/17/25Wed 6/18/2539Commissioning 2 daysTue 6/17/25Wed 6/18/2540Post M&V Measurements2 daysThu 6/19/25Fri 6/20/2541Training of Maintenance Personnel1 dayThu 6/19/25Thu 6/19/2542ECM 2182 daysThu 10/3/24Fri 6/13/2543Issue Subcontracts3 wksThu 10/3/24Wed 10/23/2444Final Design/Material Submittals30 daysThu 10/24/24Wed 12/4/2445Review Submittals and Design with Client (any changes from IGA)1 dayThu 12/5/24Thu 12/5/2446Procurement and Delivery of Material6 wksFri 12/6/24Thu 1/16/2547Subcontractor Mobilization2 daysFri 1/17/25Mon 1/20/2548Installation of ECM5 monsTue 1/21/25Mon 6/9/2549Substantial Completion0 daysMon 6/9/25Mon 6/9/2550Punch List2 daysTue 6/10/25Wed 6/11/2551Commissioning 2 daysTue 6/10/25Wed 6/11/2552Post M&V Measurements2 daysThu 6/12/25Fri 6/13/2553Training of Maintenance Personnel1 dayThu 6/12/25Thu 6/12/2554ECM 3182 daysThu 10/3/24Fri 6/13/2555Issue Subcontracts4 wksThu 10/3/24Wed 10/30/2456Final Design/Material Submittals30 daysThu 10/24/24Wed 12/4/2457Review Submittals and Design with Client (any changes from IGA)1 dayThu 12/5/24Thu 12/5/2458Procurement and Delivery of Material6 wksFri 12/6/24Thu 1/16/2559Subcontractor Mobilization2 daysFri 1/17/25Mon 1/20/2560Installation of ECM5 monsTue 1/21/25Mon 6/9/2561Substantial Completion0 daysMon 6/9/25Mon 6/9/2562Punch List2 daysTue 6/10/25Wed 6/11/2563Commissioning 2 daysTue 6/10/25Wed 6/11/2564Post M&V Measurements2 daysThu 6/12/25Fri 6/13/2565Training of Maintenance Personnel1 dayThu 6/12/25Thu 6/12/2566Project Close Out and Training21 daysFri 6/20/25Fri 7/18/2567Prepare and Submit O&M Manuals10 daysFri 6/20/25Thu 7/3/2568Final Project Completion Certificate5 daysFri 7/4/25Thu 7/10/2569Post Construction M&V5 daysFri 7/11/25Thu 7/17/2570Performance and O&M Period Begin1 dayFri 7/18/25Fri 7/18/25 6/16
6/9
6/9
AprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulQtr 2, 2024Qtr 3, 2024Qtr 4, 2024Qtr 1, 2025Qtr 2, 2025Qtr 3, 2025 TaskSplit
Milestone
Summary
Project Summary
Inactive TaskInactive Milestone
Inactive Summary
Manual Task
Duration-onlyManual Summary RollupManual Summary
Start-only
Finish-only
External TasksExternal Milestone
Deadline
ProgressManual ProgressPage 2City of Buena ParkSample Project Schedule City of Buena Park, CA - NORESCO Energy Services Agreement, Preliminary Project Draw Schedule Contract Value: $
Period Period Month % Complete Billing by Month Total by Month Work Description 1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 0% $0.00
Table of Contents

CARRIER GLOBAL CORPORATION AND SUBSIDIARIESCONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME (LOSS) For the Year Ended December 31,
(In millions) 2023 2022 2021
Net income from operations $ 1,440 $ 3,584 $ 1,701
Other comprehensive income (loss), net of tax:

Foreign currency translation:

Foreign currency translation adjustments arising during period 157 (551) (322) Less: reclassification adjustments for gain on sale of an investment in a foreign entity recognized in Otherincome (expense), net — — 8 Chubb divestiture — (574) —
Foreign currency translation adjustments arising during period 157 (1,125) (314) Pension and post-retirement benefit plans:

Net actuarial gain (loss) arising during period (17) 63 53 Amortization of actuarial (gain) loss and prior service credit 1 11 34 Chubb divestiture — 329 —
(16) 403 87
Tax (expense) benefit — (3) (17)
Pension and post-retirement benefit plans adjustments arising during period (16) 400 70 Change in unrealized cash flow hedging:

Unrealized cash flow hedging gain (loss) arising during period 58 — — Other comprehensive income (loss), net of tax 199 (725) (244) Comprehensive income (loss) 1,639 2,859 1,457
Less: Comprehensive income (loss) attributable to non-controlling interest (88) (24) (37) Comprehensive income (loss) attributable to common shareowners $ 1,551 $ 2,835 $ 1,420 The accompanying notes are an integral part of the Consolidated Financial Statements. 50 Table of Contents

CARRIER GLOBAL CORPORATION AND SUBSIDIARIESCONSOLIDATED BALANCE SHEET As of December 31,
(In millions, except share amounts) 2023 2022
Assets
Cash and cash equivalents $ 10,015 $ 3,520
Accounts receivable, net 2,481 2,833
Contract assets, current 306 537
Inventories, net 2,217 2,640
Assets held for sale 3,314 —
Other assets, current 447 349
Total current assets 18,780 9,879
Future income tax benefits 739 612
Fixed assets, net 2,293 2,241
Operating lease right-of-use assets 491 642
Intangible assets, net 1,028 1,342
Goodwill 7,989 9,977
Pension and post-retirement assets 32 26
Equity method investments 1,140 1,148
Other assets 330 219
Total Assets $ 32,822 $ 26,086
Liabilities and Equity
Accounts payable $ 2,742 $ 2,833
Accrued liabilities 2,811 2,610
Contract liabilities, current 425 449
Liabilities held for sale 862 —
Current portion of long-term debt 51 140
Total current liabilities 6,891 6,032
Long-term debt 14,242 8,702
Future pension and post-retirement obligations 155 349
Future income tax obligations 535 568
Operating lease liabilities 391 529
Other long-term liabilities 1,603 1,830
Total Liabilities 23,817 18,010
Commitments and contingent liabilities (Note 23)
Equity
Common stock, par value $0.01; 4,000,000,000 shares authorized; 883,068,393 and 876,487,480 shares issued; 839,910,275 and834,664,966 outstanding as of December 31, 2023 and 2022, respectively 9 9 Treasury stock - 43,490,981 common shares (1,972) (1,910) Additional paid-in capital 5,535 5,481
Retained earnings 6,591 5,866
Accumulated other comprehensive income (loss) (1,486) (1,688) Non-controlling interest 328 318
Total Equity 9,005 8,076
Total Liabilities and Equity $ 32,822 $ 26,086
The accompanying notes are an integral part of the Consolidated Financial Statements. 51 Table of Contents

CARRIER GLOBAL CORPORATION AND SUBSIDIARIESCONSOLIDATED STATEMENT OF CHANGES IN EQUITY (In millions)
Accumulated OtherComprehensiveIncome (Loss) CommonStock TreasuryStock AdditionalPaid-InCapital RetainedEarnings
Non-ControllingInterest TotalEquity
Balance, December 31, 2020 $ (745) $ 9 $ — $ 5,345 $ 1,643 $ 326 $ 6,578 Net income — — — — 1,664 37 1,701
Other comprehensive income (loss), net of tax (244) — — — — — (244) Dividends declared on common stock ($0.510 per share) — — — — (442) — (442) Shares issued under incentive plans, net — — — (24) — — (24) Stock-based compensation — — — 92 — — 92
Acquisition (sale) of non-controlling interest, net — — — (2) — 2 — Dividends attributable to non-controlling interest — — — — — (38) (38) Treasury stock repurchases — — (529) — — — (529)
Balance at December 31, 2021 $ (989) $ 9 $ (529) $ 5,411 $ 2,865 $ 327 $ 7,094 Net income — — — — 3,534 50 3,584
Other comprehensive income (loss), net of tax (699) — — — — (26) (725) Dividends declared on common stock ($0.635 per share) — — — — (533) — (533) Shares issued under incentive plans, net — — — (12) — — (12) Stock-based compensation — — — 77 — — 77
Acquisition of non-controlling interest — — — 5 — 22 27 Sale of non-controlling interest — — — — — (5) (5)
Dividends attributable to non-controlling interest — — — — — (50) (50) Treasury stock repurchases — — (1,381) — — — (1,381)
Balance at December 31, 2022 $ (1,688) $ 9 $ (1,910) $ 5,481 $ 5,866 $ 318 $ 8,076 Net income — — — — 1,349 91 1,440
Other comprehensive income (loss), net of tax 202 — — — — (3) 199 Dividends declared on common stock ($0.745 per share) — — — — (624) — (624) Shares issued under incentive plans, net — — — (27) — — (27) Stock-based compensation — — — 81 — — 81
Dividends attributable to non-controlling interest — — — — — (56) (56) Acquisition (sale) of non-controlling interest, net — — — — — (22) (22) Treasury stock repurchase — — (62) — — — (62)
Balance as of December 31, 2023 $ (1,486) $ 9 $ (1,972) $ 5,535 $ 6,591 $ 328 $ 9,005 The accompanying notes are an integral part of the Consolidated Financial Statements. 52 Michael C. Brunsman
Senior Vice President
Senior Leasing Sales Specialist – West Region
Global Leasing - Energy Services
312 Walnut Street, Suite 2200
Cincinnati, OH 45202
T 513.929.5102 M 513.484.0049
[email protected]

February 29, 2024

Mark L. Averell, Purchasing Manager
City of Buena Park
6650 Beach Blvd
Buena Park, CA 90621

Re: Financing Letter of Interest – Request For Qualifications For Energy Conservation & Performance Contracting RFQ No. PW 24-01

As part of our ongoing highly v alued relationship with Noresco , Banc of America Global Leasing Energy Services (“BofA GLES ”) and its Bank of America, N.A. affiliated companies (“BAC”) are interested in the opportunity to provide a tax -exempt or taxable private placement financing solution for the City of Buena Park opportunity with Noresco referenced above.

With annual fundings in excess of $1.5 billion, B ofA GLES is a leading provider of tax - exempt equipment finance solutions for the public sector, including several pro jects with cities in the State of California. Our Energy Services and Capital Markets teams offer a wealth of specialized financial, structural and industry expertise to deliver smooth closings to our customers, and we are confident that our partnership with Noresco will provide the City with exceptional resources for a successful and highly efficient financing of the proposed project. We are also proud of our company’s $ 1 Trillion, 10-year lending and investment commitment for environmental saving initiatives, and we are interested in the chance to learn more about the City’s energy efficiency project as part of that commitment.

Please note that this letter is not a commitment or offer to lend or finance, and does not create any obligation for BAPCC or BAC. All prospective transactions must meet internal approval requirements for funding.

We look forward to learning more about this opportunity and to the possibili ty of working with City of Buena Park and Noresco in support of our mutual goals of energy and cost saving efficiencies.

Please do not hesitate to contact me at any time with any questions.

Sincerely yours,

Michael C. Brunsman
Michael C. Brunsman
Senior Vice President
Sample of NORESCO’s Customer Secured Utility Savings

• Argonne National Lab, IL $2,000,000 • Metropolitan Water Reclamation District, IL $2,175,000 • Atwater Elementary SD, CA $1,424,235 • Mineral Wells ISD, TX $80,221 • Atwater Elementary SD, CA $1,800 • Missouri City, TX $23,594 • Baltimore County Public Schools, MD $450,000 • Montgomery County, MD $150,000 • Barbers Hill ISD, TX $26,696 • Mount Wachusett Community College, MA $1,950,000 • Braintree Public Schools, MA $78,793 • National Institutes of Health, MD $275,586 • Bridgewater Correctional Complex, MA $92,635 • Natomas USD, CA $2,979,483 • Buckeye Elementary School District, AZ $168,228 • Navy Region Southwest, CA $4,000,000 • Buckeye Union High School District, AZ $267,391 • Nevada Department of Corrections, NV $542,063 • California State University, Fresno, CA $801,603 • Northeastern Illinois University, IL $315,900 • Capitol Region Education Council, CT $1,762,295 • Northern Arizona University, AZ $1,829,900 • Charles County, MD $450,000 • Northwestern University, IL $506,501 • City of Sunland Park, NM $16,000 • Oakdale Joint USD, CA $1,464,344 • City of Tucson, AZ $14,953 • Oakdale Joint USD, CA $8,085 • City of Waterbury, CT $3,825,051 • Parker USD, AZ $26,036 • City of Waterbury, CT $742,572 • Piner-Olivet USD, CA $926,563 • City of Wichita Falls, TX $274,117 • Pittsburgh Public Schools, PA $12,000,000 • Cook County, IL $4,300,000 • Regional School District 13, CT $492,451 • Davis Joint USD, CA $3,000,000 • Rescue Union SD, CA $2,996,843 • Federal Aviation Administration, Guam $80,353 • Richard J. Daly Center, IL $332,920 • Federal Correctional Complex, Florence, CO $321,700 • Riverside Community College, CO $2,042,156 • Federal Correctional Complex, Victorville, CA $2,795,772 • Santa Barbara USD, CA $3,022,402 • Federal Correctional Institution, Big Spring, TX $44,637 • School District of Philadelphia, PA $191,055 • Federal Correctional Institution, Milan, MI $87,188 • Sewanhaka Central High School District, NY $8,869,851 • Federal Correctional Institution, Otisville, NY/CT $470,000 • Smithsonian Institution, Suitland, MD $280,014 • Federal Correctional Institution, Philadelphia, PA $97,357 • Springfield Hospital Center, MD $162,126 • Federal Correctional Institution, Sheridan, OR/WA $1,100,000 • Town of Berlin, CT $228,613 • Federal Law Enforcement Training Centers,

GA/MD/SC
$130,898 • Town of Reading, MA $314,168
• Fort Jackson, SC $398,141 • Town of Southington, CT $1,337,271 • Fresno USD, CA $17,021,684 • Town of Westport, CT $1,528,363 • Georgia Department of Corrections, GA $194,435 • US General Services Administration Chicago, IL $581,654 • Hanscom Air Force Base, MA $2,656,108 • US General Services Administration Fallon, MD $326,210 • Hawaii Department of Accounting & General
Services, HI
$287,018 • US Mint, Denver, CO $101,872
• Honolulu Board of Water Supply, HI $148,455 • US Mint, Philadelphia, PA $341,112 • Joint Base Pearl Harbor-Hickam, HI $685,689 • US Penitentiary Marion, IL $216,255 • Kailua Wastewater Treatment Plant, HI $269,201 • University of Maryland, Baltimore County, MD $1,850,000 • Kentucky Expo Center, KY $189,480 • University of Massachusetts, Dartmouth, MD $2,775,168 • Kern HSD, CA $8,594,592 • University of Rhode Island, RI $3,457,923 • Library of Congress, D.C. $65,293 • Veterans Integrated Service Network 11,

IL/IN/MI/OH
$667,035
• Lodi USD, CA $702 • Veterans Integrated Service Network 12,

IL/MI/WI
$461,997
• Los Angeles USD, CA $14,463,053 • Veterans Integrated Service Network, 15,

IL/KS/MO
$440,855
• Los Angeles USD, CA $270,753 • Veterans Integrated Service Network 18, NM/TX $151,040 • Manzanita Public Charter School, CA $87,000 • Veterans Integrated Service Network 22,

AZ/CA/NM
$318,017
• Maryland DPSCS Cumberland Correctional
Complex, MD
$490,000 • Waterford USD, CA $1,025,103
• Maryland Motor Vehicle Administration, MD $450,000 • Yuba City USD, CA $2,902,038

RAYMOND
SMUDDE
Director, Construction
Services
Employment History
2023 to Present
Director, Construction Services

NORESCO

2017 to 2023
Manager, Construction Services

NORESCO

2007 to 2017
Senior Project Manager

NORESCO

1991 to 2007
Construction/Project Manager,
Performance Contracting
Siemens Building Technologies, Inc.

1987 to 1991
Engineer
Johnson Controls, Inc.

Education
B.S., Electrical Engineering
Technology
DeVry Institute of Technology

Relevant Experience
Mr. Smudde’s NORESCO project experience includes:

ALEXANDRIA COMMUNITY SCHOOL CORPORATION

ALEXANDRIA, INDIANA

ASHTABULA COUNTY MEDICAL CENTER

ASHTABULA, OHIO

CALIFORNIA DEPARTMENT OF CORRECTIONS AND

REHABILITATION (CDCR) CALIPATRIA STATE PRISON

CALIPATRIA, CALIFORNIA

CALIFORNIA DEPARTMENT OF CORRECTIONS AND

REHABILITATION (CDCR) CENTINELLA STATE PRISON

CENTINELLA, CALIFORNIA

CALIFORNIA STATE UNIVERSITY (CSU) FRESNO P3

FRESNO, CALIFORNIA

CITY OF FLAGSTAFF

FLAGSTAFF, ARIZONA

CITY OF FULLERTON

FULLERTON, CALIFORNIA

CITY OF MISSOURI CITY

MISSOURI CITY, TEXAS

CITY OF PORTAGE

PORTAGE, MICHIGAN

COOK COUNTY ADMINISTRATION BUILDINGS

CHICAGO, ILLINOIS

COOK COUNTY COURTHOUSES

CHICAGO, ILLINOIS

COOK COUNTY DEPARTMENT OF CORRECTIONS

CHICAGO, ILLINOIS

COOK COUNTY HIGHWAY FACILITIES

CHICAGO, ILLINOIS

EASTERN MICHIGAN UNIVERSITY

YPSILANTI, MICHIGAN

FOND DU LAC BAND OF LAKE CHIPPEWA

CLOQUET, MINNESOTA

ILLINOIS STATE UNIVERSITY

NORMAL, ILLINOIS

LEECH LAKE BAND OF OJIBWE

CASS LAKE, MINNESOTA

LIBERTYVILLE SCHOOL DISTRICT 89

LIBERTYVILLE, ILLINOIS

METROPOLITAN WATER RECLAMATION DISTRICT

CHICAGO, ILLINOIS

MICHIGAN DEPARTMENT OF CORRECTIONS

JACKSON, MICHIGAN

MISSOURI DEPARTMENT OF CORRECTIONS

FARMINGTON, MISSOURI

NORTHEASTERN ILLINOIS UNIVERSITY

CHICAGO, ILLINOIS

OHIO DEPARTMENT OF CORRECTIONS

ORIENT, OHIO

RICHARD J. DALEY CENTER

CHICAGO, ILLINOIS

SCHOOL CITY OF WHITING

WHITING, INDIANA

STATE OF MINNESOTA DEPARTMENT OF TRANSPORTATION

MINNEAPOLIS, MINNESOTA

SUNNYBROOK SCHOOL DISTRICT 171

LANSING, ILLINOIS

UNIVERSITY OF ILLINOIS ABBOTT PLANT

URBANA-CHAMPAIGN, ILLINOIS

U.S. DEPARTMENT OF VETERANS AFFAIRS, VETERANS
INTEGRATED SERVICES NETWORK (VISN) 12
ILLINOIS ⋅ WISCONSIN

RYAN

GUNSTREAM
Senior Account Executive
Employment History
2020 to Present
Senior Account Executive

NORESCO

2019 to 2020
Regional Business Development
Manager
CLIMATEC Building Technologies

2015 to 2019
Senior Energy Business Development
Consultant
Honeywell Building Solutions

2011 to 2015
Business Development Manager
Shell Oil Company

January to October 2011
District Sales Leader
Nestle, USA

2007 to 2010
District Sales Manager
The Hershey Company
Affiliations & Certifications
Association of California Water
Agencies member

California Special Districts
Association member

League of California Cities member

California Society of Municipal
Finance Officers member

California Association of Sanitation
Agencies member
Education
B.S., Interdisciplinary Studies
Utah State University

Mr. Gunstream has 16 years of experience in the energy services industry.

At NORESCO, he develops new business opportunities and expands the company’s customer base through account development and marketing.

Relevant Experience
Mr. Gunstream’s NORESCO project experience includes:

CITY OF FULLERTON

FULLERTON, CALIFORNIA

CITY OF MARTINEZ

Mr. Gunstream’s project experience under previous employers included:

CITY OF REDDING

REDDING, CALIFORNIA

SAN JOAQUIN COUNTY PUBLIC WORKS

STOCKTON, CALIFORNIA

YORBA LINDA WATER DISTRICT

YORBA LINDA, CALIFORNIA

KRISTEN

SALINAS
P.E., LEED AP® BD+C,

WELL AP, MBA
Manager, Sustainability
Services
Employment History
2022 to Present
Manager, Sustainability Services

NORESCO

2008 to 2022
Senior Sustainability Consultant

NORESCO

2006 to 2008
Past employment also includes
positions at RBF Consulting and
David Evans & Associates
Affiliations & Certifications
Registered Professional Engineer,
(P.E.), California

LEED AP® BD+C, U.S. Green Building
Council

WELL Airport Sector Advisor
International WELL Building Institute
Education
Master of Business Administration
Leavey School of Business Santa
Clara University

B.S., Civil Engineering
California Polytechnic State
University

Relevant Experience
Ms. Salinas’ NORESCO project experience includes:

CITY OF ENCINITAS

MARTINEZ, CALIFORNIA

CITY OF CHULA VISTA

CHULAS VISTA, CALIFORNIA

CITY OF MARTINEZ

MARTINEZ, CALIFORNIA

CITY OF SACRAMENTO

SACRAMENTO, CALIFORNIA

CITY OF SAN FRANCISCO

SAN FRANCISCO, CALIFORNIA

CITY OF SAN DIEGO

MARTINEZ, CALIFORNIA

SAN JOAQUIN COUNTY

STOCKTON, CALIFORNIA

AARON
HART, P.E., LEED®
AP BD+C
Manager, Development
and Engineering
Employment History
2023 to Present
Manager, Development and
Engineering

NORESCO

2021 to 2023
Senior Energy Engineer

NORESCO

2015 to 2020
Energy Engineer II

NORESCO

2013 to 2015
Mechanical Engineer/Project Manager
Henneman Engineering, Inc.

March to December 2013
Contract LEED® Reviewer
SRI Quality System Registrar

2011 to 2013
Contract Mechanical Engineer
Henneman Engineering, Inc.

2008 to 2011
Mechanical Engineer
Henneman Engineering, Inc.

2005 to 2008
Lead Mechanical Engineer
U.S. DOE Industrial Assessment Center
Affiliations & Certifications
Registered Professional Engineer,
(P.E.), California, Illinois, Nevada, and
Utah

LEED AP BD+C, U.S. Green Building
Council
Education
B.S., Mechanical Engineering
University of Illinois, Chicago

Relevant Experience
Mr. Hart’s NORESCO project experience includes:

ATWATER UNIFIED SCHOOL DISTRICT

ATWATER, CALIFORNIA

CALIFORNIA DEPARTMENT OF CORRECTIONS AND

REHABILITATION (CDCR) CALIPATRIA STATE PRISON

CALIPATRIA, CALIFORNIA

CALIFORNIA DEPARTMENT OF CORRECTIONS AND

REHABILITATION (CDCR) CENTINELLA STATE PRISON

CENTINELLA, CALIFORNIA

CALIFORNIA STATE UNIVERSITY (CSU) FRESNO P3

FRESNO, CALIFORNIA

CITY OF FLAGSTAFF

FLAGSTAFF, ARIZONA

CITY OF FULLERTON

FULLERTON, CALIFORNIA

CITY OF MISSOURI CITY

MISSOURI CITY, TEXAS

CITY OF SUNLAND PARK

SUNLAND PARK, NEW MEXICO

CITY OF TUCSON

TUCSON, ARIZONA

FRESNO UNIFIED SCHOOL DISTRICT

FRESNO, CALIFORNIA

HONOLULU DEPARTMENT OF PARKS & RECREATION

HONOLULU, HAWAII

HONOLULU BOARD OF WATER SUPPLY

HONOLULU, HAWAII

KERN HIGH SCHOOL DISTRICT

BAKERSFIELD, CALIFORNIA

LOS ANGELES UNIFIED SCHOOL DISTRICT

LOS ANGELES, CALIFORNIA

NATOMAS UNIFIED SCHOOL DISTRICT

SACRAMENTO, CALIFORNIA

OAKDALE JOINT UNIFIED SCHOOL DISTRICT

OAKDALE, CALIFORNIA

RESCUE UNION SCHOOL DISTRICT

RESCUE, CALIFORNIA

SANTA BARBARA UNIFIED SCHOOL DISTRICT

SANTA BARBARA, CALIFORNIA

WATERFORD UNIFIED SCHOOL DISTRICT

As lead mechanical engineer for the U.S. Department of Energy Industrial Assessment Center, he provided energy assessments to industrial facilities.

MATT

SHANNON,
Senior Project Developer
Employment History
2024 to Present
Senior Project Developer

NORESCO

2019 to 2023
Senior Project Developer
Veregy

2014 to 2019
General Manager, Co-Owner
NewGrid

2012 to 2014
Vice President Sales and Marketing
Natural Power and Energy

2011 to 2102
Business Development Manager
SOLON Corporation

B.A., History
Denison University

Mr. Shannon has 24 years of experience in the energy-efficiency industry, with focus on distributed generation. At NORESCO, he is responsible for project development.

Previous Experience
Mr. Shannon’s project experience under previous employment includes:

ALHAMBRA ELEMENTARY DISTRICT

PHOENIX, ARIZONA

AMPHITHEATER PUBLIC SCHOOLS

TUCSON, ARIZONA

ARIZONA DEPARTMENT OF PUBLIC SAFETY

BRONCO BUTTE, ARIZONA

ARIZONA DEPARTMENT OF EMERGENCY AND MILITARY AFFAIRS

STATEWIDE, ARIZONA

ARIZONA GAME AND FISH DEPARTMENT

STATEWIDE, ARIZONA

CAL BLACK MEMORIAL AIRPORT

HALLS CROSSING, UTAH

CITY OF FOUNTAIN

FOUNTAIN, COLORADO

CITY OF PHOENIX

PHOENIX, ARIZONA

CITY OF COOLIDGE

COOLIDGE, ARIZONA

DISHCHII’BIKOH COMMUNITY SCHOOL

CIBECUE, ARIZONA

DEER VALLEY UNIFIED SCHOOL DISTRICT

PHOENIX, ARIZONA

DURANGO SCHOOL DISTRICT 9-R

DURANGO, COLORADO

LIBERTY UTILITIES

GOODYEAR, ARIZONA

SAHUARITA UNIFIED SCHOOL DISTRICT

SAHUARITA, ARIZONA

TUCSON INTERNATIONAL AIRPORT

TUCSON, ARIZONA

TUCSON UNIFIED SCHOOL DISTRICT

TUCSON, ARIZONA

SAMANTHA

TRBOVICH
Senior Program Specialist,
Green Operations
Employment History
2016 to Present
Senior Program Specialist, Green
Operations

NORESCO

2011 to 2016
Program Specialist, Green Operations

NORESCO
Education
M.B.A., Marketing and Strategy
University of Pittsburgh
Katz Graduate School of Business

B.S., Marketing
Saint Vincent College

Relevant Experience
Ms. Trbovich’s NORESCO project experience includes:

ALLEGHENY COUNTY

PITTSBURGH, PENNSYLVANIA

BALTIMORE COUNTY PUBLIC SCHOOLS

TOWSON, MARYLAND

CALIFORNIA STATE UNIVERSITY (CSU) FRESNO P3

FRESNO, CALIFORNIA

CITY OF TUCSON

TUCSON, ARIZONA

COLUMBIA UNIVERSITY

NEW YORK, NEW YORK

FEDERAL AVIATION ADMINISTRATION (FAA) WESTERN SERVICE

AREA (WSA)

GUAM AND HAWAII

FEDERAL CORRECTIONAL INSTITUTION (FCI) FORT DIX

FORT DIX, NEW JERSEY

FEDERAL CORRECTIONAL INSTITUTION (FCI) MARION

MARION, ILLINOIS

FEDERAL CORRECTIONAL INSTITUTION (FCI) MILAN

MILAN, ILLINOIS

FEDERAL DETENTION CENTER (FDC) PHILADELPHIA

PHILADELPHIA, PENNSYLVANIA

HAWAII DEPARTMENT OF ACCOUNTING AND GENERAL SERVICES

HONOLULU, HAWAII

HONOLULU DEPARTMENT OF PARKS AND RECREATION

HONOLULU, HAWAII

LENER (LEO)
COIRA
Small and Minority
Business Program
Manager
Employment History
2023 to Present
Small and Minority Business Program
Manager

NORESCO

2021 to 2023
S/M/WBE Program Manager
BACH Real Estate

2015 to 2021
DBE Consultant
Florida Department of Transportation
(FDOT) Specialized Development
Program
Education
B.A.S., Supervision and Management
Miami Dade College

Foreign currency translation:

February 29, 2024

Mark L. Averell, Purchasing Manager
City of Buena Park
6650 Beach Blvd
Buena Park, CA 90621

Re: Financing Letter of Interest – Request For Qualifications For Energy Conservation & Performance Contracting RFQ No. PW 24-01

We look forward to learning more about this opportunity and to the possibili ty of working with City of Buena Park and Noresco in support of our mutual goals of energy and cost saving efficiencies.

Please do not hesitate to contact me at any time with any questions.

Sincerely yours,

Michael C. Brunsman
Michael C. Brunsman
Senior Vice President
Sample of NORESCO’s Customer Secured Utility Savings

IL/IN/MI/OH
$667,035
• Lodi USD, CA $702 • Veterans Integrated Service Network 12,

IL/MI/WI
$461,997
• Los Angeles USD, CA $14,463,053 • Veterans Integrated Service Network, 15,

Accreditations, Certifications, and Memberships
A Carrier Company
NORESCO, a part of Carrier Global Corporation, helps clients adapt to and mitigate the impacts of climate change by decarbonizing, modernizing, and electrifying aging infrastructure to be more sustainable and resilient. By deploying innovative distributed energy, storage, and renewable energy solutions, NORESCO improves the health and efficiency of existing campuses, buildings, and communities.

POINT OF CONTACT
Ryan Gunstream, Senior Account Exeuctive
916-517-2769 | [email protected] | www.noresco.com

LOCAL OFFICE
2955 Red Hill Ave., Suite 100
Costa Mesa, CA 92626

HEADQUARTERS
1 Research Dr., Suite 400C
Westborough, MA 01581

City of Buena Park
City Council Regular Meeting Agenda Report

DISCUSS AND PROVIDE DIRECTION CONCERNING AN ENERGY CONSERVATION AND EFFICIENCY PROJECT AT

VARIOUS CITY FACILITIES
Meeting
Tuesday, February 13, 2024, 5:00 PM
Agenda Group
STUDY SESSION Item: 9C
Presented By
Christopher Cardinale, City Attorney
Prepared By
Christopher G. Cardinale, City Attorney
Approved By
Aaron France, City Manager

DISCUSSION
On March 8, 2022, the City Council received a study session presentation about an investment grade audit (“IGA”) of City facilities with a goal of identifying potential energy efficiency projects that would generate both environmental benefits and long-term cost-savings to the City. The City Council expressed interest in the concept and directed staff to move forward with a solicitation of qualified companies.

Then, in January 2023, the City issued a formal Request for Qualifications (RFQ) for qualified energy service companies (“ESCOs”) to perform an IGA and subsequently implement an energy infrastructure modernization project at City facilities. The RFQ was structured and based on similar solicitations issued by other jurisdictions in the past few years and described a two-phase project approach: (1) ESCOs to complete the IGA and identify potential energy conservation measures ("ECMs") and cost savings for the City; and (2) the City's review of the ESCOs' recommendations and approval for the ESCO to complete the specified project.

On March 28, 2023, the City Council received a study session presentation and reviewed the RFQ results, after which it directed staff to negotiate an Energy Services Agreement with NORESCO, the company deemed by the committee to be the most qualified to provide the services requested. Staff and NORESCO immediately commenced negotiations on the terms and conditions of a potential agreement, with a primary topic of focus being how best to structure the project delivery in a manner that achieved the parties' goals and objectives and also complied with limitations of California law; most notably Section 1090 of the Government Codes ("Section 1090").

Section 1090 is well-known conflict-of-interest law that prohibits public officials from entering in or participating in the making of any contract in which the public official has a financial interest. This prohibition applies not only to 4/30/24, 12:43 PM AgendaLink
https://horizon.agendalink.app/buenaparkca/print/action/65bd80133f956e00345231a6?print=true 1/3 elected and appointed public officials, but also to independent contractors that serve in advisory positions that have the potential to exert considerable influence over the contracting decisions of a public agency. The nature, extent, and circumstances of when Section 1090 applies to independent contractors is not always clear, but the Fair Political Practices Commission (FPPC) has issued two opinion letters bearing on the two-step project for ESCOs concluding that:

Negotiations between the City and NORESCO took these concepts into consideration, but ultimately were interrupted by the California Legislature's adoption in October 2023 of Assembly Bill 334, which amended existing law to clarify the circumstances where Section 1090 applies to independent contractors, and prohibits cities from entering into a new (or amending an existing) contract with an independent contractor if the original scope of work includes "engaging in or advising on public contracting." Both City staff and NORESCO representatives agree the clarification provided by Section 1090 means that the original "Two Step" project approach described in the RFQ is unworkable, leaving the parties with two options for moving forward with this project:

Staff recommends (and NORESCO concurs) that the City Council proceed under the second option and resolicit proposals under a new “progressive design build” process recently enacted by the California Legislature.

Specifically, Senate Bill 706 (effective January 1, 2024) allows cities to contract for both the design and construction of a project costing more than $5 million through a single contractor. A summary of the process is as follows:

Section 1090 prohibits cities from entering into a second contract with an ESCO, or amending an existing contract with an ESCO, where the ESCO under the original contract establishes the scope of work for the second contract. (Sodergren, May 22, 2019; Clendenin, December 18, 2020); but, A city may enter into a single contract with an ESCO to design and implement an energy conservation project.

Enter into a single contract with NORESCO for complete design and construction of the energy conservation measures recommended by NORESCO without clear parameters on the scope or cost of work, and with little room for the City to modify the contract moving forward; or, Cancel the original RFQ and resolicit competitive proposals under California’s design-build statutes, a procurement process void of Section 1090 concerns having been cleared by the California Legislature.

The City issues a Request for Qualifications that identifies: (a) the size, type, design character, and expected cost range of the project (this component was not included in the City’s original RFQ); (b) the methodology that will be used to evaluate qualifications; (c) the procedure that will be used for selecting the contractor; and, (d) factors that will be considered in evaluating proposals.

Contractors responding to the RFQ must demonstrate their design / construction expertise; provide detailed information about company owners, past projects completed, licenses and registrations, financial capacity, safety record, and insurance compliance; and contractors must be willing to comply with the City’s Community Workforce Agreement.
4/30/24, 12:43 PM AgendaLink
https://horizon.agendalink.app/buenaparkca/print/action/65bd80133f956e00345231a6?print=true 2/3 The City previously hired a consultant (NV5) to assist it with negotiating terms with NORESCO, and with their assistance are finalizing a draft RFQ that would comply with the Senate Bill 706 process. The proposed project described in the RFQ would include energy generation and efficiency upgrades at the City Yard, City Hall, Police Department, Community Center, Ehlers Event Center, and the City's various park facilities. Specific upgrades and projects at these facilities would include the following:

If approved by the City Council, staff is prepared to issue the new RFQ before the end of the week with responses due in 6-8 weeks. The City Council could then proceed with consideration of selecting a contractor and proceeding with preliminary design and preconstruction work by spring of this year. This timeline preserves the City’s NEM 2.0 application, which was filed last March, and will, in staff’s opinion, result in a timely and cost- effective project that aligns with the City’s financial and energy conservation goals.

The City then enters into a contract with the selected contractor to begin design and preconstruction activities sufficient to establish a guaranteed maximum price ("GMAX") for the project. In developing the GMAX project price, the contract must utilize those subcontractors listed in their original proposal; or otherwise must bid out work not self-performed.

If the City and selected contractor reach an agreement on the GMAX price, the City may in its sole discretion amend the contract to allow the contractor to perform the work. If the City and contractor cannot reach an agreement on the cost to complete the work, or if the City otherwise elects not to award the remaining work to the contractor, the City may formally solicit proposals from other design build entities and award the contract on a “best value basis.”
Interior and Exterior LED Lighting: Upgrade or replace LED Lighting for interior and exterior of the Project Sites, with the exception of the exterior of Ehlers Event Center (already complete).

HVAC Replacements: City Hall, Police Department, and some park facilities.

HVAC Control: All Project sites.

EV Charging Stations: City Hall, Police Department, Community Center, and Ehlers Event Center, and City Yard. Conduits or charging stations should be planned for fleet charging as well as public interface charging.

Solar PV Installations: Carport solar PV installations in specified area of the parking lot at Ehlers Event Center, City Hall, the Community Center, and City Yard, and rooftop solar PV installations at City Hall, Police Department, and City Yard. The solar PV installations would fall within the parameters of the City's NEM 2.0 application.

Others: The selected ESCO may investigate any other energy conservation measures or improvements at the Project Sites believed to be cost effective and consistent with the stated Project Goals. Other opportunities include mechanical pool equipment upgrades. 4/30/24, 12:43 PM AgendaLink
https://horizon.agendalink.app/buenaparkca/print/action/65bd80133f956e00345231a6?print=true 3/3 City of Buena Park
City Council Regular Meeting Agenda Report

DISCUSS AND PROVIDE DIRECTION ON AMENDMENTS TO THE BUENA PARK MUNICIPAL CODE PERTAINING TO

URBAN HOMESTEADING
Meeting
Tuesday, May 14, 2024, 5:00 PM
Agenda Group
STUDY SESSION Item: 9C
Presented By
Matt Foulkes, Director of Community and Economic Development Prepared By
Matt Foulkes, Director of Community and Economic Development Approved By
Aaron France, City Manager

DISCUSSION
At the study session on February 27, 2024, the City Council discussed potential amendments to the Buena Park Municipal Code (BPMC) to expand the areas where urban homesteading activities are permitted. Urban homesteading activities include the growing of fruits, vegetables, and herbs; the keeping of small livestock; as well as beekeeping. Urban homesteading promotes sustainable living, reduces the carbon footprint associated with the transportation of food, and contributes to local food resilience. Currently, the BPMC only allows horticultural production, the keeping of small animals, and beekeeping, on properties located within the Agricultural (A) Overlay zone. There are 15 parcels in the City with this overlay zone, all located on one street: Haldor Place.

The direction provided by the City Council at the last meeting was to refer this topic to the Climate Action Commission for review and recommendations. On April 2, 2024, the Climate Action Commission received a presentation from staff regarding beekeeping and the keeping of chickens at its meeting of May 7, 2024. At the April meeting, representatives from the Long Beach Beekeepers Association attended to share their experiences and provide recommendations on the City's ordinance.

Based on the information provided by staff and the Long Beach Beekeepers Association, the Climate Action Commission is recommending the following regulations be adopted for the keeping of bees within all single-family residential zones:

At its meeting on May 7, 2024, the Climate Action Commission received a presentation from City staff and representatives from the Real Hens of Orange County and the City of Long Beach regarding the keeping of chickens on single-family A maximum of four (4) hives. The number of hives fluctuates slightly depending on the season, so as an administrative policy, properties found with more than four (4) hives, but less than six (6), will be issued a warning to reduce the number of hives prior to issuance of a Notice of Violation.

Hives may be located in the side or rear yard, but must be at least 10-feet from any property line.

Properties that share a property line with a school, licensed child care facility, or park shall not be permitted to keep bees.

A solid six-foot wall or screen is required around the yard or around the apiary to disperse bees leaving the hive. The use of hedges or dense shrubs trimmed to a height of six-feet may also satisfy this requirement.

The property shall maintain an on-site water source for the bees.

The City will develop a ministerial permit application, which will require property owner authorization. As part of the application, persons wishing to keep bees must self-attest that they have taken a training/certification course on beekeeping.
properties. Based on the information provided, the Climate Action Commission is recommending the following regulations be adopted for the keeping of chickens within all single-family residential zones:

The recommended regulations balance the needs of the urban homesteader while minimizing impacts to adjacent properties. The recommended regulations will require a Text Amendment to Title 19 of the Buena Park Municipal Code.

Following input from the City Council, this item will be placed on the agenda for consideration and recommendation from the Planning Commission, prior to returning to the City Council for formal adoption at a future public hearing.

A maximum of six (6) chickens (no roosters) may be kept subject to issuance of a ministerial permit from the Community and Economic Development Department.

Chicken coops, runs, and enclosures may be located in the side or rear yard and shall be at least 10-feet from any property line.

An adequate enclosure or fencing must be provided to contain the chickens on the property. The chicken coop must be a minimum size of three square feet per chicken and the enclosure/run must be a minimum size of 10 square feet of permeable land per chicken.

The chicken coop must provide protection for the chickens from rain and sun, and to prevent wildlife or other predators from gaining entry to the enclosure. The use of 1/2-inch hardware cloth is highly recommended to secure chicken coops and enclosures.

Chickens must be provided proper feeding and water daily. Chicken feed should be stored in a secure/sealed container.

Chicken enclosures, related structures, or yards where chickens are kept must be maintained in a clean and sanitary condition. Manure or other debris shall be removed from such enclosures on a regular basis to prevent accumulation.

The City will develop a ministerial permit application, which will require property owner authorization. As part of the application, persons wishing to keep chickens must self-attest that they have completed a training/certification course on the best practices for keeping of chickens.

Chicken coops and enclosures are subject to inspection by Code Enforcement. Properties found to be in violation shall be required to complete a training course or class on the keeping of chickens within 60 days. Further violations shall be subject to administrative citation and/or revocation of the chicken keeping permit.

The Community and Economic Development Director may issue additional requirements for unique situations regulating the keeping or maintaining of chickens, and may suspend, revoke or deny a permit for for violations of these requirements.

City of Buena Park
City Council Regular Meeting Agenda Report

DISCUSS AND PROVIDE DIRECTION REGARDING THE PLACEMENT OF A DOG PARK AT THE CIVIC CENTER Meeting
Tuesday, May 14, 2024, 5:00 PM
Agenda Group
STUDY SESSION Item: 9D
Presented By
Jim Box, Director of Community Services
Prepared By
Jim Box, Director of Community Services
Approved By
Aaron France, City Manager
Attachments
Civic Center Entire Overview.pdf
Civic Center - Pooch Park Location.pdf

DISCUSSION
Council Member Castañeda has requested a discussion regarding the placement of a dog park at the Civic Center property.

In assessing potential locations within the Civic Center property, it was determined that the only feasible area to host a dog park is at the far east end, adjacent to the Ganahl Lumber and Community Center parking lots, north of Pinchot Court. The identiﬁed quarter-acre space currently houses city vehicles and trailers, including two Star Transportation buses, two city street sweepers, and various large storage containers for Community Services, Police, and Public Works. The ground surface area is comprised of asphalt. Additionally, there is electrical infrastructure with two light poles. The area is largely enclosed with block wall fencing on one side and chain link on the remaining three sides of the property. Notably, the block wall facing Pinchot Court will require modiﬁcation to facilitate an entrance for the public (and their dogs) to access the proposed dog park. In addition, a new fence would be needed to prevent public access to the Community Center back lot, and a new location would need to be identiﬁed to store vehicles and equipment currently utilizing that space.

Should the City Council decide to proceed with this proposed concept, it is recommended that the City Council direct staff to conduct a feasibility study at the identiﬁed location. The feasibility study would serve to evaluate the practicality and viability of establishing a dog park at this site, as well as evaluate costs, including construction and ongoing maintenance. There is currently no funding budgeted for this project.

It is also recommended that should the City Council wish to proceed with the feasibility study, it be presented to the Community Services Commission for review and input prior to a Dog Park Feasibility Report returning to the City Council.

Staff is seeking City Council's direction on whether to approve this concept, and, if so, direct staff to engage a consultant to analyze project feasibility and/or design.

Pooch Park Exterior Pinchot (2).pdf
Pooch Park Exterior Pinchot (1).pdf
Pooch Park Interior.pdf
Pooch Park Exterior Parking Lot.pdf
Pooch Park Interior (1).pdf

Buena Park City CouncilMay 14, 2024

Buena Park City Council
May 14, 2024