CITY COUNCIL
REGULAR MEETING AGENDA
Wednesday, January 15, 2025, 6:00 P.M.
Council Chamber – City Hall – 300 Forest Avenue, Pacific Grove, CA The Council will not begin consideration of any item on this agenda later than 10:00 p.m. unless such consideration is approved. Any items on this agenda not considered this evening will be continued to a future meeting.
Copies of the agenda packet are available for review at the Pacific Grove Library, in the Finance Department, and electronically at www.cityofpacificgrove.org/agendas. The most effective method of communication with the City Council is by sending an email to [email protected]. In order to allow the City Council adequate time to review communication related to an agenda item, it is recommended that the communication be sent no later than 9:00 AM on the day prior to the City Council meeting.
Under the Brown Act, public comment for matters on the agenda must relate to that agenda item and public comments for matters not on the agenda must relate to the subject matter jurisdiction of this legislative body. This is a warning that if a member of the public attending this meeting remotely or in-person violates the Brown Act by failing to comply with these requirements of the Brown Act, then the Mayor or Chair may request that speaker be muted. If a member of the public attending this meeting in-person engages in disruptive behavior that disturbs the orderly conduct of the meeting, they may be removed from the meeting after a warning, pursuant to Council Policy 000-17.
PACIFIC GROVE COUNCIL MEETINGS ARE CONDUCTED IN PERSON AT CITY HALL COUNCIL CHAMBER AND VIRTUALLY.
PLEASE NOTE THE MEETING WILL PROCEED AS NORMAL EVEN IF THERE ARE TECHNICAL DIFFICULTIES ACCESSING ZOOM.
THE CITY WILL DO ITS BEST TO RESOLVE ANY TECHNICAL ISSUES AS QUICKLY AS POSSIBLE.
THE PUBLIC MAY ALSO VIEW THE MEETING ON PENINSULA CHANNEL 25.
JOIN THE ZOOM WEBINAR TO PARTICIPATE LIVE AT:
https://www.cityofpacificgrove.org/Zoom_CC
Please click here for directions to dial into the meeting audio.
AGENDA
CALL TO ORDER
PLEDGE OF ALLEGIANCE: Councilmember Poduri
1. APPROVAL OF AGENDA
2. PRESENTATIONS
A. Pacific Grove of Natural History Strategic Plan 2024-2029 PG 7 Reference: Rachel M. Miller, Executive Director
Recommended Action: Receive presentation.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
B. Mayor's Proclamation: Pt. Pinos Lighthouse's 170th Birthday PG 22 Reference: Nick Smith, Mayor
Recommended Action: Receive presentation.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
3. COUNCIL AND STAFF ANNOUNCEMENTS (City-Related Items Only) A. Report on Closed Session by City Attorney
B. Other
4. GENERAL PUBLIC COMMENT
General Public Comment must deal with matters subject to the jurisdiction of the City and the Council that are not on the Regular Agenda. This is the appropriate place to comment as to items on the Consent Agenda, only if you do not wish to have the item pulled for individual consideration by the Council. Comments from the public will be limited to three minutes and will not receive Council action. Comments regarding items on the Regular Agenda shall be heard prior to Council’s consideration of such items at the time such items are called. Whenever possible, written correspondence should be submitted to the Council in advance of the meeting, to provide adequate time for its consideration.
A. Written General Public Comment
CONSENT AGENDA
The Consent Agenda deals with routine and non-controversial matters, and may include action on resolutions, ordinances, or other public hearings for which testimony is not anticipated. The vote on the Consent Agenda shall apply to each item that has not been removed. Any member of Council, staff, or the public may remove an item from the Consent Agenda for individual consideration. When items are pulled for discussion, they will be automatically placed at the end of their respective section within the Regular Agenda. One motion shall be made to adopt all non-removed items on the Consent Agenda.
5. APPROVAL OF CITY COUNCIL MEETING MINUTES
Items pulled from this section will be placed under 12. Unfinished and Ongoing Business A. Minutes of the December 18, 2024 Special and Regular Meetings PG 24 Reference: Sandra Kandell, City Clerk
Recommended Action: Approve the minutes.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
6. RESOLUTIONS
Items pulled from this section will be placed under 12. Unfinished and Ongoing Business or 13. New Business
A. Sunset Drive and Arena Avenue Emergency Wastewater Ratification PG 31 Reference: Daniel Gho, Public Works Director/Deputy City Manager Recommended Action: Approve a resolution ratifying emergency sewer work performed by Monterey Peninsula Engineering at Sunset Dr and Arena Ave on September 21, 2024 for an amount of $66,378.57.
CEQA: Categorical Exemption, CEQA Guidelines Section 15301, Class I, Existing Facilities
7. ORDINANCES
Items pulled from this section will be placed under 11. Public Hearings
8. REPORTS – INFORMATION ONLY
Items pulled from this section will be placed under 12. Unfinished and Ongoing Business or 13. New Business
A. Unaudited summary of Worker’s Compensation Financial and Claim Data - First quarter of Fiscal Year 2024-2025 PG 35
Reference: Nicholas Cina, Finance Management Analyst
Recommended Action:
1. Receive the report.
2. Alternatively, discuss and take other action related to this item.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
B. Housing Element Monthly Status Update PG 37
Reference: Joseph Sidor, Contract Planner
Recommended Action: 1. Receive the report.
2. Alternatively, discuss and take other action related to this item.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
C. Check Register for December 2024 PG 39
Reference: Nicholas Cina, Finance Management Analyst
Recommended Action:
1. Receive the Check Register.
2. Alternatively, discuss and take other action related to this item.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
9. REPORTS – REQUIRING ACTION
Items pulled from this section will be placed under 12. Unfinished and Ongoing Business or 13. New Business
A. Waive Lighthouse Entrance Fees - Point Pinos Lighthouse 170th Birthday Celebration Reference: Joyce Halabi, Deputy Public Works Director PG 46 Recommended Action: Waive Lighthouse entrance fees on February 1, 2025, the Point Pinos Lighthouse’s 170th Birthday.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
B. Sanitary Sewer Root Control Agreement PG 48
Reference: Joyce Halabi, Deputy Public Works Director
Recommended Action: Authorize an agreement with Pacific Sewer Maintenance for Root Control of Various Sanitary Sewer Lines in an amount not to exceed $105,370 plus a15% contingency per fiscal year, with two (2) extension options, each for an additional year, by mutual letter signed by the mayor.
CEQA: Categorical Exemption, CEQA Guidelines Section 15301, Class I, Existing Facilities C. Contract Amendment for Professional Services with Municipal Resource Group, LLC (MRG) PG 52
Reference: Matthew Mogensen, City Manager
Recommended Action:
Approve Amendment #1 to a Professional Services Agreement with Municipal Resource Group, LLC (MRG), increasing the current contract by $10,400 for a total not to exceed amount of $50,173.
1. 2. Alternatively, discuss and take other action related to this item.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
D. Appointments to City Boards, Committees, Commissions, and Task Force PG 107 Reference: Nick Smith, Mayor
Recommended Action: Approve appointments to City Boards, Committees, Commissions, and Task Force listed below.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
10. MEETING MINUTES OF COMMISSIONS, BOARDS, AND COMMITTEES Items pulled from this section will be placed under 13. New Business A. Diversity, Equity and Inclusion Meeting Minutes: October 14, 2024 PG 155 Reference: Sandra Kandell, City Clerk/DEI Coordinator
Recommended Action: Receive minutes.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
B. Historic Resources Committee Meeting Minutes: August 2024 through November 2024 Reference: Garrett McCown, Associate Planner PG 158
Recommended Action: Receive minutes.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
REGULAR AGENDA
11. PUBLIC HEARINGS
For public hearings involving a quasi-judicial determination by the Council, the proponent of an item may be given 10 minutes to speak and others in support of the proponent’s position may be given three minutes each. A designated spokesperson for opposition to the item may be given 10 minutes to speak and all others in opposition may be given three minutes each. Very brief rebuttal and surrebuttal may be allowed in the sole discretion of the Council. In public hearings not involving a quasi-judicial determination by the Council, all persons may be given three minutes to speak on the matter.
A. Selection of Appointment to Fill City Council Vacancy and Administration of Oath of Office PG 186
Reference: Brian Pierik, City Attorney
Recommended Action:
1. Vote to select a candidate to fill the City Council vacancy.
Direct the City Clerk to administer the Oath of Office to the newly appointed Councilmember.
2. CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
12. UNFINISHED AND ONGOING BUSINESS
13. NEW BUSINESS
A. Agreement with Blue Strike Environmental for Climate Action and Adaptation Planning Services PG 218
Reference: George Fuerst, Environmental Program Manager Recommended Action:
As recommended by the Climate Action and Adaptation Planning Committee, authorize the City to enter into an agreement with Blue Strike Environmental for Climate Action and Adaptation Planning Services for an amount of $99,515.
1. 2. Alternatively, discuss and take other action related to this item.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
14. FULL PRESENTATIONS
15. CLOSED SESSION
ADJOURNMENT
NOTICE OF ADA COMPLIANCE: Pursuant to Title II of the Americans with Disabilities Act (Codified At 42 United States Code Section 12101 and 28 Code of Federal Regulations Part 35), and Section 504 of the Rehabilitation Act of 1973, the City of Pacific Grove does not discriminate on the basis of race, color, religion, national origin, ancestry, sex, disability, age or sexual orientation in the provision of any services, programs, or activities. The City of Pacific Grove does not discriminate against persons with disabilities. City Hall is an accessible facility. A limited number of assisted listening devices will be available at this meeting. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting or provide the requested agenda format.
Agenda No. 2 A
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Sandra Kandell, City Clerk/DEI Coordinator
MEETING DATE: January 15, 2025
SUBJECT: Pacific Grove of Natural History Strategic Plan 2024-2029 CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
Receive presentation.
Attachments
Museum PPT
STRATEGIC PLAN
2024 – 2029
Prepared by
Rachel M. Miller, Executive Director
*Full public facing strategic plan attached to presentation 2024 – 2029 Goal 1:
Prioritize reaccreditation & management of our
collection & facility
____________________________________________________________
4.0 Be a responsible steward of the collections
entrusted to its care and the Museum’s historic heritage
7.0 Follow facility and risk management plans that
meet programmatic and administrative needs, protect
collections and support is public service role
2024 – 2029 Goal 2:
Create an interpretive master plan for
meaningful engagement of diverse audiences
____________________________________________________________
1.0 Fulfill its obligation to the public trust and be
accountable to the community it serves
2.0 Perform institutional planning and assessment
processes and align its operations to this plan
2024 – 2029 Goal 3:
Amplify community science, cultural history and
outreach education program
____________________________________________________________
5.0 Have interpretive and educational programs and
activities that support its mission and support its public service role
2024 – 2029 Goal 4:
Elevate organizational capacity & staff
development
____________________________________________________________
1.0 Fulfill its obligation to the public trust and be
accountable to the community it serves
3.0 Have leadership, governance, and staffing
structures that support the mission
2024 – 2029 Goal 5:
Strengthen financial stability & board
development
____________________________________________________________
6.0 Be financially stable in advancing its mission
NATURAL HISTORY
PACIFIC GROVE MUSEUM OF
2024 - 2029 STRATEGIC PLAN
Summary
Under the leadership of a new Executive Director, this five-year Strategic Plan charts the Pacific Grove Museum of Natural History’s path forward by moving our educational programs, exhibits, and events toward a refined mission that strengthens our emphasis on cultural history and community building as an integral part of our core focus of caring for our natural world. As promised, the Museum continues to be an inclusive, interactive space both inside and outside of our physical walls where we support conservation, scientific literacy, co-curation, and deep learning. This plan will serve as a road map to American Alliance of Museums reaccreditation and will reinforce the work that is before us now, and through 2029.
MISSION To inspire discovery, wonder, and stewardship of our cultural and natural world.
VISION
VALUES
In collaboration and partnership across Monterey County’s diverse communities, we are inclusive and welcome broad perspectives; we advocate for respect and appreciation of the natural world and each other.
History
The Pacific Grove Museum of Natural History opened in 1883 to house collections of nature’s wonders and to make them available for study for the Chautauqua Literary and Scientific Society, who maintained the Museum from 1883 till 1901. Since 1901, the Pacific Grove Association maintained the Museum until it was transferred to the City of Pacific Grove in 1917. The Museum has been continuously accredited by the American Alliance of Museums (AAM) since 1972, the first such institution in Monterey County and one of the first in the country to receive AAM accreditation.
On August 1, 2009, the City of Pacific Grove entered a public/private partnership with The Museum Foundation of Pacific Grove. Under the Agreement, The Museum Foundation of Pacific Grove, doing business as the Pacific Grove Museum of Natural History operates the Museum; cares for and displays the Museum Collection, manages educational programming and interpretation at the Monarch Grove Sanctuary; and raises funds to support these activities. The City of Pacific Grove owns the Museum land, building, and collection, and manages major repairs to the Museum facility.
The Museum Foundation of Pacific Grove has built a sustainable model for the operation of the Museum by growing membership, expanding donors and funding sources, employing a creative staff, and recruiting a Board of Directors to provide expertise and governance.
Mission
While developing a new strategic plan, we revisited our Mission, Vision, and Values Statement. We are adjusting our mission to better reflect the museum’s evolution to an institution whose programming and exhibits embrace both natural and cultural history within and beyond Monterey County. Our new vision and values statement reflects our commitment to conservation, inclusiveness, and a sustainable future.
1883 Open to
Public
1917 City of PG
Controlled
1972 AAM
Accreditation
2009 Foundation
Created
2026 AAM
Reaccreditation
To be a trusted partner in increasing knowledge and stewardship of local nature and culture with an expanding lens of geographic, ability, and cultural diversity represented by the people of Monterey County.
City of Pacific Grove
The Museum Foundation of Pacific Grove and the
City of Pacific Grove enjoy a successful
public/private partnership, details of which are
outlined in an Operating and Lease Agreement and
its corresponding amendments. This plan
incorporates the overarching goals agreed to with the
City for the operation of the Museum. Annually, a
business plan is submitted to the City of Pacific
Grove detailing the work to be accomplished under
each of these goals:
Planning Process
The five goals in this plan were based on the six
goals of the 2019-2024 plan (which themselves
were based on the previous 2016-2021 plan), and
reflect the goals in the Agreement with the City and
set the direction that the museum is headed in
alignment with its revised mission.
This strategic plan was developed with extensive
input from the Board of Directors (BOD), BOD
alumni, Board committee members, Museum staff,
City staff, and our close community partners. The
plan was created to inform our efforts to serve the
whole of our community, while balancing
environmental, human, and financial realities.
Fulfill its obligation to the public trust and be
accountable to the community it serves.
Perform institutional planning and assessment
processes and align its operations to this plan.
Have leadership, governance, and staffing
structures that support the mission.
Be a responsible steward of the collections
entrusted to its care and of the Museum’s
historic heritage.
Be financially stable in advancing its mission.
Have interpretive and educational programs and
activities that support its mission and support its
public service role.
Follow facility and risk management plans that
meet programmatic and administrative needs,
protect collections, and support its public service
role.
First Executive Director: Mary B . Norton Current Executive Director: Dr. Rachel M. Miller Goal 1: Prioritize reaccreditation & management of our collection & facility Goal 2: Create an interpretive master plan for meaningful engagement of diverse audiences
What we currently do: The Pacific Grove Museum stewards and cares for the historic building and its 1983 addition, along with the exhibits and the native plant garden. The Museum team focuses on expanding accessibility by developing exhibits and programs in English and Spanish. Our newest exhibit, Wonder, is designed to accommodate varying mobilities, with built-in seating and wide walkways. The PG Museum collaborates with the City of Pacific Grove to ensure that City-funded capital improvements and maintenance are carried out in a timely manner consistent with the high caliber of collections and facilities.
Objectives:
Set 2026 AAM reaccreditation as a priority.
Optimize the use of exhibit spaces, including the redesign of our native plant garden.
Ensure efficient, climate-controlled, and safe environment for collections storage.
Engage communities to provide access to collections and build on our existing collections and scientific knowledge.
Develop and implement a comprehensive collections plan that supports the Museum mission, maintains collection management best practices, and supports descendant communities’ interests in their own cultural heritage.
Five Strategic Goals
What we currently do: The Pacific Grove Museum currently works with a wide range of community partners in many aspects of our museum programs, operations, and events. The Exhibitions and Collections team work with peer organizations (through the Learning Journey cohort) in Monterey County to engage Indigenous groups to develop narratives and interpretations that elevate Indigenous perspectives. Furthermore, all museum staff engage in partnership opportunities with community organizations and individuals to foster DEAI throughout our exhibits, educational programming, and events and prioritize developing and sustaining these relationships. The PG Museum prioritizes building collaborative co-creation and co-curation opportunities with community partners that highlight aspects of DEAI and host programs, events, and exhibits that build and strengthen partnerships with community organizations.
Objectives:
Foster safety, accessibility, and inclusion across all areas of the buildings, exhibits, and grounds to provide a safe and comfortable space for all staff, volunteers, and visitors.
Redevelop our interpretative design towards welcoming everyone from throughout Monterey County and towards more effectively engaging culturally diverse audiences.
In respect to NAGPRA, cultivate deep and meaningful relationships with and in service to Indigenous communities.
Build relationships throughout Monterey County to make the Museum’s exhibits, programming, and events more welcoming and inclusive to a broader range of the community.
Goal 3: Amplify community science, cultural history and outreach education programs
What we currently do: The PG Museum plans, creates, delivers, and evaluates several education and public programs onsite as well as off-site for preschool through adult participants. We honor traditional ecological knowledge and practice as a way of understanding the natural world. Our programs focus on the environments and cultures of the Monterey County region and build knowledge of science, conservation, and local history, and agency in participating in communicating science. The Education team regularly collects data from participants in all education programs and uses this data in decision making about program priorities and structure. We maintain strong connections to, and collaborations with, formal and informal education partners. The Museum prioritizes bilingual presentation (English and Spanish) and materials for all outreach programs, selected on-site programs, and all new exhibits.
Objectives:
Create, deliver, and evaluate our Wonder on Wheels (WOW) mobile museum program to serve communities county wide with an emphasis on inclusive and intergenerational learning.
Engage diverse communities in community science monitoring projects that are directly focused on issues and questions of relevance to our local communities and environments and ensure that the data generated are available to inform decision making and planning.
Incorporate traditional ecological knowledge and other cultural knowledge in interpretation of natural and cultural history in education programs.
Goal 4: Elevate organizational capacity & staff development What we currently do: The Museum has grown to a full-time staff of fifteen, offering high caliber public programs, new rotating exhibits, and sophisticated member engagement opportunities. The Museum Foundation Board has been actively working to increase staff compensation to market level, provide benefits, promote internal recognition, and provide regular performance evaluations and professional development opportunities. The PG Museum provides clarity and open dialogue regarding our compensation/benefits program via dedicated staff meetings, and we foster and recognize excellence by celebrating staff milestone achievements.
Objectives:
Maintain holding the public trust as educators and aspire to be the regional museum of choice.
Recruit, retain, and nurture diverse, dynamic, and talented Museum staff with a DEAI lens in mind.
Promote transparency and increase staff compensation, recognition, and wellbeing.
Provide staff with clear direction, timelines, priorities, and both annual and quarterly goals to support success and create accountability.
Goal 5: Strengthen financial stability & board development What we currently do: The Development and Engagement team maintains an active member and donor database, regularly communicating with these groups, leads ongoing membership programming, and hosts a variety of events inside and outside the museum for private and public audiences throughout the year. The team also leads grant writing efforts to support the museum's operational costs and specific programs and projects. The BOD is responsible for the organization’s financial health, and the BOD Finance Committee has oversight of the museum’s finances, reviewing the staff’s written budget annually and financial statements quarterly. The PG Museum maintains a reserve of at least one year of annual operating costs and performs an annual independent audit.
There is need to increase revenue given the rising operating costs for the museum driven by salaries for the expanded staff and associated services such as human resources, information technology, and security.
Objectives:
Assure the highest standards of financial accountability and responsibility to ensure longterm fiscal strength and operational stability of the Museum.
Strengthen and expand the capacity, roles, engagement, and the geographic, cultural and skill diversity of the Board of Directors and non-board committee members as the Museum increases the total number of board members.
Grow the endowment and ensure investment policies are consistent with future needs.
Review and refine long-term and annual fundraising goals and plans for projects as outlined in the strategic plan and regularly assess progress.
Diversify and expand museum donors to increase revenue for operating costs.
Grow membership and admissions and increase associated revenue. 165 Forest Avenue
Pacific Grove, CA 93950
831-648-5716
www.pgmuseum.org
Support our Plan:
Join our Monarch Society
Become a museum member
Make a donation
Join our 1883 Legacy Society
Volunteer your time
Adopt a Bird
Sponsor an Exhibit
Agenda No. 2 B
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Nick Smith, Mayor
MEETING DATE: January 15, 2025
SUBJECT: Mayor's Proclamation: Pt. Pinos Lighthouse's 170th Birthday CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
Receive presentation.
Attachments
Proclamation
Agenda No. 5 A
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Sandra Kandell, City Clerk/DEI Coordinator
MEETING DATE: January 15, 2025
SUBJECT: Minutes of the December 18, 2024 Special and Regular Meetings CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
Approve the minutes.
Attachments
Draft Minutes 12-18-24
1 DRAFT MEETING MINUTES
CITY OF PACIFIC GROVE
CITY COUNCIL
SPECIAL MEETING
Wednesday, December 18, 2024, 5:30 P.M.
Council Chamber - City Hall - 300 Forest Avenue, Pacific Grove, CA Join the Zoom Meeting to participate live at:
https://www.cityofpacificgrove.org/Zoom_Closed
CALL TO ORDER
Mayor Smith called the meeting to order at 5:30 p.m. Present in Chamber: Mayor Smith, Mayor Pro Tem Amelio, Councilmembers McDonnell, Poduri, Rau, and Walkingstick.
APPROVAL OF AGENDA
Action: Upon motion by Mayor Pro Tem Amelio and seconded by Councilmember Poduri, Council voted 6-0, to approve the agenda.
SPECIAL MEETING
PUBLIC COMMENT ON SPECIAL MEETING MATTERS
No public comment received.
1. Written Public Comment
A. Conference with Legal Counsel - Existing Litigation Pursuant to Government Code Section 54956.9 (d)(1)
Name of Case Enayati v. City of Pacific Grove, Case No. 21CV002786 DRAFT
2 DRAFT MEETING MINUTES
CITY OF PACIFIC GROVE
CITY COUNCIL
REGULAR MEETING
Wednesday, December 18, 2024, 6:00 P.M.
Council Chamber - City Hall - 300 Forest Avenue, Pacific Grove, CA JOIN THE ZOOM WEBINAR TO PARTICIPATE LIVE AT:
https://www.cityofpacificgrove.org/Zoom_CC
CALL TO ORDER
Mayor Smith called the regular meeting to order at 6:00 p.m. Present in Chamber: Mayor Smith, Mayor Pro Tem Amelio, Councilmembers McDonnell, Poduri, Rau and Walkingstick.
PLEDGE OF ALLEGIANCE:
Mayor Smith led the pledge of allegiance.
1. APPROVAL OF AGENDA
Action: Upon motion by Councilmember Poduri and seconded by Mayor Pro Tem Amelio, Council voted 6-0, to approve the agenda.
2. PRESENTATIONS
3. COUNCIL AND STAFF ANNOUNCEMENTS (City-Related Items Only) A. Report on Closed Session by City Attorney
Conference with Legal Counsel - Existing Litigation Pursuant to Government Code Section 54956.9 (d)(1)
Name of Case: Enayati v. City of Pacific Grove, Case No. 21CV002786 City Attorney Brian Pierik reported no action was taken.
B. Council and Staff made general announcements.
4. GENERAL PUBLIC COMMENT
General public comment received from Robert Huitt, Jean Anton, Carmelita Garcia, Tony Amarante, Mike Gibbs, Christie Thomas, and Nancy Parsons.
CONSENT AGENDA
Action: Consent Agenda Item Nos. 8B and 9A were pulled and considered immediately following the Consent Agenda.
Action: Upon motion by Mayor Pro Tem Amelio and seconded by Councilmember Poduri, Council voted 6-0, to approve the Consent Agenda as modified.
DRAFT
3 5. APPROVAL OF CITY COUNCIL MEETING MINUTES
A. Minutes of the December 4, 2024 Regular Meeting
Action: Approved the minutes.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
6. RESOLUTIONS
7. ORDINANCES
A. Second reading of an Ordinance to Amend the Salary Schedule (Minimum Wage) Action: Held second reading and adopted Ordinance No. 24-020 to amend the salary classification schedule modifying salary ranges for Cashier, Intern, Lighthouse Docent Coordinator, Recreation Assistant I, and Recreation Assistant II.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
8. REPORTS - INFORMATION ONLY
A. First Quarter Budget Report FY 24-25
Action: Received report.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
B. Check Register for November 2024 This item pulled and considered immediately following the Consent Agenda.
Reference: Nicholas Cina, Finance Management Analyst
Recommended Action: Receive report.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
C. Monterey Salinas Transit Meeting Minutes: November 4, 2024 and November 25, 2024 Action: Received minutes.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
D. Receive the updated status report on the FY 23/24 & 24/25 Goals and Work Plan.
Action: Received report.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
9. REPORTS - REQUIRING ACTION
A. Authorization for the City Manager to enter an Agreement with HdL Companies for Cannabis Business Permitting and Inspection Services This item pulled and considered immediately following the Consent Agenda.
Reference: Matthew Mogensen, City Attorney
Recommended Action: Authorize the City Manager to enter an Agreement with HdL Companies for Cannabis Business permitting and inspection services.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
DRAFT
4 10. MEETING MINUTES OF COMMISSIONS, BOARDS, AND COMMITTEES A. Beautification and Natural Resources Committee Minutes: May 21, June 18, July 16, August 20, and September 17, 2024
Action: Received minutes.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
B. Climate Action and Adaptation Planning Committee Minutes: May 16, and August 15, 2024 Action: Received minutes.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
C. Recreation Board Meeting Minutes August: August 22, September 26, and October 24, 2024 Action: Received minutes.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
**************
8.B. Check Register for November 2024 This item was pulled and considered immediately following the Consent Agenda.
Public comment received from Mike Gibbs.
Action: Upon motion by Mayor Pro Tem Amelio and seconded by Councilmember Rau, Council voted 6-0 to receive the report.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
9.A. Authorization for the City Manager to enter an Agreement with HdL Companies for Cannabis Business Permitting and Inspection Services This item pulled and considered immediately following the Consent Agenda.
Public comment received from Mike Gibbs, Inge Lorentzen Daumer, and Lisa Ciani.
Action: Upon motion by Councilmember Poduri and seconded by Mayor Pro Tem Amelio, Council voted 6-0 to authorize the City Manager to enter an Agreement with HdL Companies for Cannabis Business permitting and inspection services with any further nonsubstantive modifications to be approved by the City Attorney and City Manager.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
REGULAR AGENDA
11. PUBLIC HEARINGS
A. Second Public Hearing to Establish District Boundaries to Transition from the City of Pacific Grove City Council At-Large Election System to a District-Based City Council Election System This item commences at 7:00 PM pursuant to public hearing notice.
Public comment received from Mike Gibbs and Jane Haines.
Action: Held a public hearing to receive input from the community regarding the DRAFT
5 establishment of district boundaries to transition from an at-large City Council Election System to a district-based City Council election system in accordance with California Elections Code § 10010.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
12. UNFINISHED AND ONGOING BUSINESS
13. NEW BUSINESS
A. City Council Discussion and Direction Regarding the Process to Establish City Council Goals and Work Plan Development for FY 25/26 & 26/27
Public comment received from Antony Tersol.
Action: Upon motion by Mayor Smith and seconded by Mayor Pro Tem Amelio, Council voted 6-0, to direct the City Manager to return this item to the Council’s February 5, 2025 meeting to provide options regarding the either the City Manager to lead or engaging Renne Public Management Group (RPMG) with a cap of $15,000 to lead the workshop and assist Council with establishing the FY 25/26 & 26/27 City Council Goals and Work Plan.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
The Council took a break from 7:05 – 7:10 PM.
B. Economic Development Commission Efficiency and Effectiveness Review and Staffing Alternative
Public comment received from Carmelita Garcia, Mike Gibbs, Debby Beck, Robin Venuti, Christi Metzner, Antony Tersol, Dixie Layne, and Inge Lorentzen Daumer.
Action: Upon motion by Mayor Smith and seconded by Councilmember Rau, Council voted 6-0 to direct the City Manager to separate the Economic Development Commission budget to assist with funding a full-time City staff position and begin the process of recruitment for that position.
Action: Upon motion by Mayor Smith and seconded by Mayor Pro Tem Smith, Council voted 6-0, to authorize the Mayor to make appointments to the Economic Development Commission (EDC) for a two-year term with a letter to appointed applicants that the EDC will be evaluated in 2025 which may impact their term.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
14. FULL PRESENTATIONS
15. CLOSED SESSION
DRAFT
6 ADJOURNMENT
Council adjourned the special meeting and regular meetings at 8:55 p.m.
Respectfully Submitted,
Sandra Kandell
City Clerk
Approved by Mayor : Date:
Approved by City Manager: Date:
DRAFT
Agenda No. 6 A
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Gho, Public Works Director/Deputy City Manager MEETING DATE: January 15, 2025
SUBJECT: Sunset Drive and Arena Avenue Emergency Wastewater Ratification CEQA: Categorical Exemption, CEQA Guidelines Section 15301, Class I, Existing Facilities
RECOMMENDATION
Approve a resolution ratifying emergency sewer work performed by Monterey Peninsula Engineering at Sunset Dr and Arena Ave on September 21, 2024 for an amount of $66,378.57.
DISCUSSION
The City of Pacific Grove owns and operates the sewer collection system consisting of approximately 58 miles of pipelines, 900 manholes, and seven pump stations. To maintain this vital infrastructure, routine maintenance is performed on the system throughout the year. In addition to regular maintenance, the City completes proactive sewer infrastructure improvement projects, many of which are outlined in the Sewer Collection System Master Plan (SCSMP), as part of the annual Capital Improvement Program (CIP). While significant focus is placed on regular maintenance and upgrades, unexpected failures can still occur despite these diligent efforts.
On September 21, 2024 at 10:00 am the Public Works Department received a call regarding water in the roadway at the intersection of Sunset Dr and Arena Ave. Upon arrival, City crews observed water in the intersection puddling. Public Works, California American Water and Monterey One Water were on the scene to attempt to identify the source. Crews tested the water and determined it was wastewater coming through the roadway.
One of the City’s 7 pump stations is located at the intersection of Arena Ave and Sunset Dr. This pump station moves wastewater through a pressurized 10-inch cast iron sewer main line up Arena Ave and into the gravity main line on Asilomar Ave. Due to the puddling of water at the intersection and wastewater coming through the roadway, crews quickly anticipated that the force main line had failed.
Knowing that a force main line would not be plugged and that the leak would be stemming from a failed portion of pipe or a failed joint, City crews immediately contacted Monterey Peninsula Engineering (MPE), a civil construction firm that specializes in underground utilities and can respond after standard business hours in the event of an emergency. MPE responded to the site within an hour. MPE, along with City Staff, immediately began to locate the leak and further assess the situation.
City staff also retained the services of Greenline, a pumping and trucking service, to turn off the Pump Station to alleviate the pressure in the mainline and pump down the sewer vault as wastewater continued to flow into the pump station. Without Greenline pumping wastewater into their trucks and off-hauling the sewer, the pump station would overflow within minutes.
Ultimately, crews determined the leak was the result of a crack in the bottom of a 20-foot section of the force main line beneath the roadway. At 7:00 am on Sunday September 22, the pipe was repaired, and the pump station was turned back on. Crews worked until 2:00 pm on Sunday to backfill the excavation and clean up the site. Ultimately, Public Works, Greenline and MPE crews worked on emergency response efforts from 11:00 am on Saturday, September 21 until 2:00 pm on Sunday, September 22, 2024.
The repair efforts spanned beyond the initial emergency response because the extent of the repair was major. This resulted in the intersection having severe damage that required asphalt rehabilitation. In the following weeks, MPE performed the final elements of work, which consisted of removing and replacing the failed asphalt roadway and rehabilitating the intersection.
In accordance with Pacific Grove Municipal Code (PGMC) Section 2.16.080, Bidding ProceduresDispensation (a), the City dispensed formal bidding procedures to address the emergency.
In November 2024, the City received the invoice from MPE for the emergency sewer work. The invoice total is $66,378.57. In accordance, with PGMC Section 2.16.080, the City must obtain City Council approval, even when procedures are dispensed, for purchases in excess of the amount for which the purchasing agent is authorized. As a result, staff is recommending the City Council ratify the payment to MPE through a resolution.
Greenline’s efforts are mentioned in this report because they were integral in the emergency response efforts, and to illustrate the scale of the response effort. However, their efforts were below the City Manager’s spending authority and do not need to be ratified via resolution.
The swift work of City staff, along with Monterey Peninsula Engineering, Greenline and Monterey One Water, adverted what could have been a major environmental hazard. City staff has mapped the force mainline and anticipates requesting funding through the Fiscal Year 2025/26 CIP process to replace the entire force mainline.
OPTIONS
N/A
FINANCIAL IMPACT:
The emergency sewer work will be funded from the Public Works wastewater operations budget, which is derived from the Sewer Enterprise Fund. There is sufficient funding to accommodate this.
FOCUSED PRIORITY AREA: Environmental Stewardship
Attachments
Resolution
RESOLUTION NO. 25-____
AUTHORIZING THE RATIFICATION OF PAYMENT FOR MONTEREY PENINSULA
ENGINEERING FOR THE EMERGENCY SANITARY SEWER WORK AT THE
INTERSECTION OF SUNSET AND ARENA
FINDINGS
1. The City of Pacific Grove owns and operates the sewer collection system consisting of approximately 58 miles of pipelines, 900 manholes, and seven pump stations.
2. On September 21, 2024, there was an emergency involving the sanitary sewer system at Sunset and Arena due to a failure in the sewer pipe causing a leak in the force main line which required immediate repairs.
3. Per Municipal Code Section 2.16.080 Bidding Procedures-Dispensation when:
(a) When an emergency requires that an order be placed immediately with the nearest available source of supply.
4. Monterey Peninsula Engineering was contacted by the City to perform the emergency work and responded within one hour.
5. Sufficient funding is available in the FY 2024/25 wastewater operations budget for this expense.
6. This action is categorically exempt as defined under the California Environmental Quality Act (CEQA) under Class 1, Article 19, Section 15301(b). Existing facilities, this states that Class 1 includes maintenance of existing public facilities.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PACIFIC GROVE:
1. The Council determines that each of the Findings set forth above is true and correct, and by this reference incorporates those Findings as an integral part of this Resolution.
2. The Council authorizes ratification of payment to Monterey Peninsula Engineering for the emergency sanitary sewer force main line replacement for an amount of $66,378.57
3. This Resolution shall become effective immediately following passage and adoption thereof.
PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF PACIFIC GROVE this 15th of January 2025, by the following vote:
AYES:
NOES:
ABSENT:
APPROVED:
_______________________________
NICK SMITH, Mayor
ATTEST:
_______________________________
SANDRA KANDELL, City Clerk
APPROVED AS TO FORM:
_______________________________
BRIAN PIERIK, City Attorney
Agenda No. 8 A
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Nicholas Cina, Finance Management Analyst
MEETING DATE: January 15, 2025
SUBJECT: Unaudited summary of Worker’s Compensation Financial and Claim Data - First quarter of Fiscal Year 2024-2025.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
1. Receive the report.
2. Alternatively, discuss and take other action related to this item.
DISCUSSION
The City workers’ compensation insurance program provides compensation and medical care for employees who become injured during the course of their employment. The City is a member of the California Joint Powers Insurance Authority (CJPIA). The CJPIA provides excess Workers’ Compensation coverage above the City’s self-insured retention amount of $150,000 per occurrence.
Workers’ Compensation provides for: payments in place of wages functioning as a type of disability insurance, compensation for past and future economic loss, reimbursement of medical expenses, and benefits payable to the dependents of workers killed during employment functioning as a form of life insurance.
The City has established a Worker’s Compensation Fund to track its funding of outstanding claims, with contributions to this fund made on a cost recovery basis from departments based upon claim trends and number of departmental employees. Staff corresponds and meets with its third-party administrator on a regular basis to evaluate and proactively manage claims.
The Budget and Financial Management Policy previously adopted by Council states that the Workers Compensation Fund shall maintain current assets equal to 67% of total liabilities, or higher, should actuarial analysis conclude an imminent risk to the City for unanticipated losses.
Unaudited summary worker’s financial and claim data through the first quarter of Fiscal Year 2024-2025 are shown below:
Line Item Amount Analysis
Revenues $85,937 12% of Budget
Expenses:
Insurance Claims $194,318 56% of Budget
Insurance Premiums / Other $249,514 65% of Budget
Total Expenses $443,832 60% of Budget
Net Change in Reserves ($357,895)
Available Cash Reserves $358,840 81% Coverage of Liabilities New Claims for Quarter 6 18 new in same quarter of PY (Up 12) Claims Outstanding 6 18 total in same quarter of PY (Down 12) Note that the majority of insurance premiums are paid during the first quarter of each fiscal year.
OPTIONS
N/A - Informational only.
FINANCIAL IMPACT:
There is no financial impact. This is informational only.
FOCUSED PRIORITY AREA: Not Applicable.
Agenda No. 8 B
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Joseph Sidor, Contract Planner
MEETING DATE: January 15, 2025
SUBJECT: Housing Element Monthly Status Update
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
1. Receive the report.
2. Alternatively, discuss and take other action related to this item.
DISCUSSION
On December 20, 2023, City Council approved the first amendment to the contract with Rincon Consultants, initiating the preparation of the Housing Element Update (HEU), along with related General Plan Amendments, Zoning Amendments, and Environmental Impact Report (EIR).
Subsequently, City Staff and Rincon Consultants continued/commenced work and provided the eleventh monthly progress report update to Council on December 4, 2024. Since then, the following tasks have been undertaken:
December 3, 2024: City staff provided HEU information for the December 6, 2024, City Manager’s Report publication.
December 4, 2024: Housing Element team met to discuss release of the 2nd Draft Housing Element for public review on December 9th.
December 5, 2024: Rincon provided the screencheck version of the 2nd Draft Housing Element to City Staff for review.
December 6, 2024: City Staff provided Rincon with comments and edits on the screencheck version of the 2nd Draft Housing Element.
December 9, 2024: Rincon provided the 2nd Draft Housing Element to City Staff for public review.
December 9, 2024: City Staff updated the Housing Element webpage with new information, including the posting of the 2nd Draft Housing Element for public review.
December 12, 2024: The Housing Element Team met to discuss next steps for the Housing Element Update, including submittal of the 2nd Draft Housing Element to HCD, upcoming amendments to the Zoning Code, Land Use, and Health and Safety Elements, as well as the Program Environmental Impact Report (EIR).
December 13, 2024: Rincon provided City Staff with a Buildout Potential Memorandum which summarizes the buildout scenario and methods used to calculate residential and commercial buildout potential in Pacific Grove as part of the Housing Element Update, and General Plan and Zoning Amendments.
December 17, 2024: City Staff forwarded public comment on the 2nd Draft Housing Element to Rincon and posted the public comment on the Housing Element webpage.
December 19, 2024: The Housing Element Team met to discuss submittal of the 2nd Draft Housing Element to HCD.
December 20, 2024: City Staff provided Rincon with consolidated comments on the EIR Buildout Potential Memorandum.
December 20, 2024: The 2nd Draft Housing Element was formally submitted to HCD, and City Staff updated the Housing Element webpage with new information.
The Housing Element Team includes City Planning, Housing, and City Manager staff, City legal representation, and Rincon/subconsultant staff.
Staff will provide a monthly status update to the Council throughout the process, leading to an adopted and certified Housing Element.
For more information, please visit the Housing Element
Webpage: www.cityofpacificgrove.org/HousingElement
OPTIONS
N/A - This is information only.
FINANCIAL IMPACT:
There is no fiscal impact associated with receiving this report.
FOCUSED PRIORITY AREA: Affordable Housing
Agenda No. 8 C
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Nicholas Cina, Finance Management Analyst
MEETING DATE: January 15, 2025
SUBJECT: Check Register for December 2024
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
1. Receive the Check Register.
2. Alternatively, discuss and take other action related to this item.
DISCUSSION
The check register is a detailed account of monthly expenditures. It provides budgetary insight and promotes transparency. The check register is produced from the City’s financial system. The report groups the checks by the respective city fund and vendor. The check register includes the check issue date, the name of the vendor, and a description of the purchase and the amount of the check. Attached is the check register report for December 2024. The monthly total is provided on the last page of the report.
OPTIONS
N/A - This is informational only.
FINANCIAL IMPACT:
There is no fiscal impact. This is informational only.
FOCUSED PRIORITY AREA: Not Applicable.
Attachments
Check Register by Fund
Check Register Detailed
Check Register Report - Summary by Fund - December 2024 Fund Amount
01 - General Fund Total $1,867,698.44
07 - Library Bldg & Equip Fund Total 580.07
08 - Museum Improvement Fund Total 25,041.00
15 - Housing Fund Total 1,833.33
17 - Local Streets And Roads Total 263,881.50
18 - Gas Tax Fund Total 16,359.03
20 - Rstp-(Tamc) Total 5,895.50
24 - Stillwell Children'S Pool Total 142.24
27 - Lighthouse Maint.& Impv. Total 5,161.24
34 - Cdbg Grant Fund Total 1,599.66
40 - Poetry Promotion Fund Total 951.62
42 - Pub Safety Aug Fund Total 115,664.00
43 - Slesf Fund Total 2,135.37
46 - Strong Disbursement Fund Total 8,233.00
63 - Capital Improv Proj Fund Total 114,272.79
70 - Emp Benefit Fund Total 23,316.50
71 - Workers Comp Fund Total 32,274.50
72 - Liability Ins Fund Total 666.67
74 - Local Water Project Total 37,396.82
75 - Cemetery Fund Total 9,350.85
76 - Sewer Fund Total 121,920.84
77 - Golf Fund Total 18,761.23
84 - American Rescue Plan-Arpa Total 556,513.81
Grand Total $3,229,650.01
Check Register Report - Detailed View - December 2024
Fund Check Date Name Description Amount
01 - General Fund 12/03/24 Transamerica Employ Nov 2024 $349.26 Vision Service Plan Dec 2024 35.95
Aflac Nov 2024 Premium 2,069.75
Eft 10/18/2024 Suppleme 21.85
State Disability Ta 10/18/24 Supplement 2.78
12/06/24 4Leaf Building Dept Servi 106,698.54
A To Z Databases Lib Subscription 690.00
Alhambra & Sierra S Fd Bottle Water Svc 154.73
Amazon Capital Serv Rec Program Supplie 4,143.25
American Lock & Key Pd Keys Unit Pe2 13.11
Peninsula Exterior Ch Exterior Cleanin 1,860.00
At&T Calnet 3 Ch Generator Alarm 31.17
Ava Homa Rfnd Cancelled Clas 10.00
Baker & Taylor Comp Books & Materials 2,375.20
Bob Murray & Associ Pd Recruitment 11,092.25
Boot Barn Inc D Moya Safety Boots 147.46
Bureau Veritas Tech City Facility Condi 1,521.94
C.C.O.I. Gate & Fen Pw Yard Gate Repair 180.00
Ca Dept Of Justice Background Checks 1,108.00
Catacutan Consultin Interim Admin Servi 21,440.00
Cengage Learning/Ga Lib Books & Materia 152.05
Chomp Pd Hospital Service 54.00
Creative Services O Pd Jr Officer Stick 508.95
Cynthia Hernandez Rfnd Damage Deposit 206.00
D. Cooper Roofing I Rfnd Permit Fees 115.00
Salinas Valley Tire Street Tire Repair 407.72
Demco Library Supplies 335.76
Drought Resistant N Lighthouse Plants 94.65
Esri, Inc. Esri - Gis Software 10,210.00
Ewing Irrigation Pr Perkin Prk Irrigati 773.12
Forest Hill Ace Har Street Supplies 286.66
Gachina Landscape M Gopher/Mole Nov Svc 641.00
Gardaworld December Services 93.70
Gemma Peterson Contractor Pmt Yoga 313.60
Gogov, Inc. Online Permitting S 8,568.00
Heihachiro Takarabe Contractor Pmt Taic 105.00
Home Depot Credit S 4374878 Mech Stock 331.07
Iacp Pd Iacp Membership 525.00
Ips Group, Inc Meter Fees Fy25 1,424.23
Jd Repairs Inc Fd Repairs Unit 641 707.13
Jonina Meyers Rfnd Cancelled Clas 10.00
Kimball Midwest Mech Stock 885.74
Liebert Cassidy Whi Legal Services 391.50
Michael Isekichi Mi Pd Reimb Patrol Boo 197.65
Midwest Tape Lib Books & Materia 200.08
Mission Linen Suppl Fd Linen Cleaning F 320.40
Mission Uniform Ser Linen & Uniform Cle 1,482.92
Monterey Bay Pest C Fy25 Pest Control S 175.00
Monterey County Wee Pd Salary 2Nd Ord R 130.50
Monterey Tire Servi Street Repair Unit 381.72
City Of Monterey Fy25 Fire Svcs Dec 272,759.00
Mp Express Pd Dept Envelopes 420.50
Neill Engineers Cor Fy25 Cip Engineerin 2,854.00
Nielsen Merksamer Legal Services 1,728.00
Noland, Hamerly, Et Enayati Cases #21Cv 471.25
Odp Business Soluti Cdd Office Supplies 536.60
O'Reilly Auto Enter Mech Stock 1,670.51
Pacific Gas & Elect Rec 0956-9 6,313.47
Patricia Nofziger Rfnd Cancellled Cla 10.00
People Information Gis Software - Aws 7,200.00
Psts Grease Trap Chautqu 735.00
Check Register Report - Detailed View - December 2024
Fund Check Date Name Description Amount
Rental Depot Monter B&G Tiller Rental $70.00
Ronald Barber Rfnd Damage Deposit 206.00
Russell Auria Pest Tree Feeding Forest 5,250.00
Sue Sokolsky Rfnd Cancelled Clas 20.00
The Emblem Authorit Pd Uniform Patches 1,060.00
Trucksis Enterprise Flagpole Repair 300.00
Verizon Business Port Access 1,417.20
Verizon Business Pw Phones 3,042.56
Vestis Services, Ll Linen Services Fy 2 350.66
Roxane J Viray Retrmnt Benefits No 150.00
Watsonville Chrysle Pd Repairs Unit 7 187.89
Cape Romain Solutio Watchguard Software 33,820.15
12/13/24 Calif Law Enforcmen Ded:3200 Ltd Pd 640.00
Calpers Health Ded:122 Health 60,803.77
Pg Payroll Withholdings Ded:3301 Aflac Med 1,651.83
Eft Ded:*Ft Federal Tx 98,318.12
Pacific Grove City Ded:7000 Assoc Dues 761.25
Mass Mutual (457 Pl Ded:4000 Def Comp 13,597.60
Mtry County Dept Of Ded:0023 Garnish 396.92
Pacific Grove Manag Ded:7203 Assoc Dues 50.00
Pg Payroll Withholdings Ded:1003 Work Comp 13,557.32
Pg Payroll Withholdings Ded:7510 Pers Reimb 39.23
Pg Payroll Withholdings Ded:2103 Dental Fam 3,487.81
Pg Payroll Withholdings Ded:0005 Suta 153.97
Pers Ded:0020 Pers Er M3 81,742.52
Police Officers Ass Ded:7205 Assoc Dues 946.26
Legal Shield Ded:6100 Legal Svc 31.75
State Disability Ta Ded:0026 Sdi 4,505.38
Standard Insurance Ded:3500 Life Ins 1,464.75
Union Bank Of Calif Ded:4005 Pars-457 658.05
12/16/24 Us Bank Underpmt Past Due 22,911.01
12/13/24 Pers Ppe11/23/24 Supplem 39.45
12/27/24 Aflac Ded:5201 Aflac P/T 2,058.02
Calpers Health Ded:122 Health 57,462.13
Pg Payroll Withholdings Ded:3301 Aflac Med 1,470.08
Eft Ded:*Ft Federal Tx 83,487.75
Pacific Grove City Ded:7000 Assoc Dues 735.00
Mass Mutual (457 Pl Ded:4000 Def Comp 13,301.44
Mtry County Dept Of Ded:0023 Garnish 396.92
Pacific Grove Manag Ded:7203 Assoc Dues 45.00
Pg Payroll Withholdings Ded:1003 Work Comp 10,828.16
Pg Payroll Withholdings Ded:7510 Pers Reimb 39.23
Pg Payroll Withholdings Ded:2103 Dental Fam 3,324.89
Pg Payroll Withholdings Ded:0005 Suta 134.83
Pers Ded:0020 Pers Er M3 76,900.01
Police Officers Ass Ded:7205 Assoc Dues 868.23
State Disability Ta Ded:0026 Sdi 3,852.94
Transamerica Employ Ded:5202 Transameri 311.82
Union Bank Of Calif Ded:4005 Pars-457 660.04
Vision Service Plan Ded:2502 Vision 665.16
12/20/24 Alena Rachelle Wagr Pmt Rec Programs 1,113.70
Alhambra & Sierra S Rec Bottled Water 83.89
Amazon Capital Serv Rec Supplies 3,189.56
American Lock & Key Pt Pinos Grill Lock 246.66
American Red Cross Rec Staff Training 266.00
American Supply Com B&G Janitor Supplie 6,226.71
At&T Lhse Internet 1267 112.35
At&T Calnet 3 Admin Internet 3242 3,455.41
Axon Enterprise, In Pd Maint Body Cams 338.24
Baker & Taylor Comp Books & Materials 1,217.58
Brian Duenas-Morale Pd Training Per Die 138.00
Check Register Report - Detailed View - December 2024
Fund Check Date Name Description Amount
Burke, Williams & S City Attorney Servi $148,184.15
Catacutan Consultin Interim Admin Servi 6,240.00
Cengage Learning/Ga Lib Books & Materia 128.68
Centralsquare Techn Finance Software No 4,962.96
Code Publishing, In Council Web Update 171.50
Comcast Ch Internet 0085844 264.21
Dianne Lyle Pmt Rec Classes 1,041.95
Donald Morgan Rfnd Damage Deposit 206.00
Dority Roofing, Inc Rfnd Bldg Permit 569.50
Engineered Fire Sys Nov Plan Review 687.50
Escarraga'S Luxury Lighthouse Cleaning 480.00
Facilitron, Inc Permit Fees Pgusd 4,215.00
At&T Mobility Pd Dept Cell Phones 1,915.46
Gachina Landscape M Fy25 Park Mowing De 1,339.00
Gardaworld Nov Excess Fees 54.86
Geographic Technolo Gis Support Service 748.50
George Wilson'S Plu Museum Gas Line Rep 2,100.00
Giselle Acevedo Reimb Safety Boots 185.51
Grove Market Program Supplies 30.57
Harris & Associates Contract Planning S 20,991.25
Hayward Lumber Comp B&G Supplies 3,311.42
Heihachiro Takarabe Pmt For Tai Chi Cla 28.00
Hinderliter, De Lla Sales Tax, Biz Lic 1,142.41
Pacific Smog B&G Smog 294.50
Jd Repairs Inc Fd Repair Unit 6414 394.41
Kimball Midwest Mech Stock 346.37
Secure Solutions Pd Background Cks 6,179.04
Matrix Consulting G Fee Study & Cost Al 10,650.00
Midwest Tape Lib Books & Materia 24.57
Mity-Lite, Inc. Rec Facility Suppli 1,137.82
Monterey Bay Pest C Fy25 Pest Control S 670.00
Monterey Bay Treewo Arborist Services F 2,900.00
Monterey One Water B&G 04-000930 & 004 6,684.40
Monterey Tire Servi Street Repair Unit 381.72
Morrill & Forbes Grill Chimney Inspe 235.00
Gaiaca West Revital Pd Evidence Destroy 3,282.00
Quadient Finance Us Postage Finance Chg 10.03
Odp Business Soluti Fin Office Supplies 545.79
Overdrive, Inc. Lib Books & Materia 17.94
Pacific Grove Hardw Streets Supplies 3,164.70
Pacific West Water Pd Water Service 609.44
Pure Water Streets Water Svc 115.80
Quinn Company B&G Generator Repai 2,499.87
Ready Refresh Pd Water Service 212.93
Regional Government Payroll Advisory Se 2,826.25
Richard Whitney Holiday Decorations 1,712.92
Rincon Consultants, Rincon - Housing El 50,801.75
Romarco Properties Rfnd Bal Eir Funds 36,521.98
Safety-Kleen System Streets Oil Collect 878.25
Sentry Alarm System Cem 5Yr Inspection 2,600.00
Spca Of Monterey Co Nov Animal Shelter 3,185.00
Staphany Arriola Csusm Travel Rent C 289.20
State Water Resourc Ch Permit Fees 24/2 3,945.00
Summit Uniforms Pd Uniform Delfino 194.69
Tope'S Tree Service Contract Tree Servi 17,270.00
Toro Petroleum Corp Fd Diesel 1,738.12
Tracnet Corporation Rms Membership Main 9,500.00
Transunion Risk And Tlo 4170441 75.00
V & V Manufacturing Pd Badges 220.69
Vestis Services, Ll Linen Services Fy 2 532.85
Watsonville Ford B&G Repair Unit 56 142.90
Check Register Report - Detailed View - December 2024
Fund Check Date Name Description Amount
Swift Car Wash Pd Car Washes Jan $260.00
California American 1051 Oceanview Irrg 18,909.52
Pacific Gas & Elect Public Library 16,738.82
12/26/24 Pers Dec 2024 Ual 351,013.58
12/27/24 Eft Ded:*Ft Federal Tx 2,723.97
Eft Ded:*Fm Medicare 7.74
12/31/24 Aflac Cover Dec 2024 2,008.02
Transamerica Employ Cover Dec 2024 311.82
Vision Service Plan Cover Jan 2025 676.73
Eft Ded:*Fm Medicare 25.96
07 - Library Bldg & Equip Fund 12/06/24 Crozier Studios Lib Local History 15.00 Elizabeth Mcgurrin Lib Local History 100.00
Jerry Takigawa Desi Lib Local History 465.07
08 - Museum Improvement Fund 12/16/24 Day Electric Inc. Pg Museum Generator 25,041.00 15 - Housing Fund 12/26/24 Pers Dec 2024 Ual 1,833.33
17 - Local Streets And Roads 12/20/24 Monterey Peninsula Fy23/24 Street Reha 263,881.50 18 - Gas Tax Fund 12/06/24 4Leaf Fy24/25 On-Call Tra 2,280.50 Bear Electrical Sol Traffic Signal Main 555.00
Pacific Gas & Elect Pw 4482-4 8,950.21
12/20/24 Dave'S Repair Servi Fuel System Repairs 302.87 Fluidsecure Annual Renewal 1,481.43
California American St Fund 50% 255.80
Pacific Gas & Elect Forest Av & Sunset 199.89
12/26/24 Pers Dec 2024 Ual 2,333.33
20 - Rstp-(Tamc) 12/06/24 Ghd Inc. Cedar, Sunset, Cong 5,895.50 24 - Stillwell Children'S Pool 12/20/24 American Supply Com Pool Chlorine 142.24 27 - Lighthouse Maint.& Impv. 12/06/24 At&T Calnet 3 Lighthouse Phone 30.65 12/20/24 Bear Electrical Sol Lib Elec Repairs 3,810.00
Monterey One Water Lighthse 007041 118.08
Pacific Blue Tile, Lighthouse Merch 948.50
Pacific Grove Hardw Lighthouse Supplies 93.37
California American 90 Asilomar 113.37
Pacific Gas & Elect Asilomar Blvd Pg Lh 47.27
34 - Cdbg Grant Fund 12/06/24 The Monterey County Ph Bid Invite Hrlp 1,599.66 40 - Poetry Promotion Fund 12/06/24 Crozier Studios Lib Poetry Promotio 15.00 12/06/24 Elizabeth Mcgurrin Lib Poetry Promotio 100.00
Jerry Takigawa Desi Lib Poetry Promotio 465.06
12/20/24 George Lober Lib Poetry Promotio 100.00
Kenneth Weisner Lib Poetry Promotio 100.00
Monterey One Water Lib/Poetry 001013 171.56
42 - Pub Safety Aug Fund 12/06/24 Monterey County Eme Fy24/25 Emergency D 115,664.00 43 - Slesf Fund 12/20/24 Enterprise Fm Trust Fy24/25 Leased Vehi 2,135.37 63 - Capital Improv Proj Fund 12/06/24 Neill Engineers Cor Fy25 Cip Engineerin 40,653.00 12/20/24 Park Planet Gwp Park Equip - Ci 81,852.79
70 - Emp Benefit Fund 12/03/24 Calpers Health Dec24 Ret & Changes 8,383.11 12/06/24 Nicholas Smith Reimb Overpmt Healt 186.95
12/20/24 Healthequity, Inc. Employee Usage Hcfs 60.00
Pars Ars Pars Fee Oct 366.63
12/31/24 Standard Insurance Dec 2024 Premiums 6,973.49
Standard Insurance Dec 2024 Dental 7,346.32
71 - Workers Comp Fund 12/20/24 Ca Dept Of Industri Work Comp Insur 24/ 31,524.50 72 - Liability Ins Fund 12/26/24 Pers Dec 2024 Ual 1,416.67 74 - Local Water Project 12/06/24 Pacific Gas & Elect Lwp 0792-1 7,853.03 12/20/24 Monterey One Water Lwp 007087 15,333.69
State Water Resourc Lwp Permit Fee 24/2 13,178.00
California American 1313 Ocean View Blv 1,032.10
75 - Cemetery Fund 12/06/24 Ewing Irrigation Pr Cemetery Supplies 361.14 Forest Hill Ace Har Cemetery Tool 29.49
Home Depot Credit S 4273552 Mech Stock 93.74
Kimball Midwest Cemetery Stock 1,009.24
Llorin-Velasquez Co Fy24/25 Cemetery Ma 2,650.00
Check Register Report - Detailed View - December 2024
Fund Check Date Name Description Amount
Mission Uniform Ser Linen & Uniform Cle $417.80
12/20/24 Amazon Capital Serv Cem Safety Equip 142.61
Hayward Lumber Comp Cemetery Supplies 131.77
Pacific Grove Hardw Cemetery Supplies 28.11
Turf Star Inc. Cem Repair Unit 72 334.71
California American 1254 Delmontecem70% 285.65
Pacific Gas & Elect Cemetery 116.59
12/26/24 Pers Dec 2024 Ual 3,750.00
76 - Sewer Fund 12/06/24 State Water Resourc Annual Permit Fee 10,920.00 Mission Uniform Ser Linen & Uniform Cle 417.80
Pacific Gas & Elect Pw Sewer 4175-4 21.17
Wallace Group Ssmp Annual Audit 9,100.00
12/20/24 Don Chapin Co., Inc Sewer Line Maintena 17,883.98 Monterey Peninsula 2024- Emergency Sew 66,378.57
Neill Engineers Cor Admin Engineering S 1,000.00
Pacific Gas & Elect Sewer 5126-5 1,162.59
Pacific Grove Hardw Sewer Supplies 64.64
Pure Water Sewer Water Svc 28.95
Safety-Kleen System Streets Oil Collect 978.78
California American 1273 Crespi Pond 50 145.27
Pacific Gas & Elect Pump Sunset Arena 2,069.09
12/26/24 Pers Dec 2024 Ual 11,750.00
77 - Golf Fund 12/20/24 Wilson'S Plumbing & Cip25-08 - Golf Cou 16,850.00 California American 77 Asilomar Golf Hs 1,808.87
Pacific Gas & Elect 1313 Ocean View Blv 102.36
84 - American Rescue Plan-Arpa 12/20/24 Jms Cement Contract David Avenue Sidewa 531,665.00 Park Planet Gwp Park Equip - Ci 24,848.81
$3,229,650.01
Agenda No. 9 A
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Joyce Halabi, Deputy Public Works Director
MEETING DATE: January 15, 2025
SUBJECT: Waive Lighthouse Entrance Fees - Point Pinos Lighthouse 170th Birthday Celebration
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
Waive Lighthouse entrance fees on February 1, 2025, the Point Pinos Lighthouse’s 170th Birthday.
DISCUSSION
Since February 1, 1855, the Point Pinos Lighthouse’s beacon has flashed nightly as a guide and warning to ships off the rocky California coast. The Point Pinos Lighthouse is the oldest, continuously operational lighthouse on the West Coast. In honor of it’s 170th anniversary, the City will be hosting a birthday extravaganza on February 1, 2025, from 10 am – 4 pm.
This event is a community celebration, highlighting the beloved and historic Lighthouse, and commemorating its history and continued significance to our coastal town.
The dedicated lighthouse team comprised of in-house staff and volunteer docents have been working diligently on planning this wonderful community event.
The event will include:
Tours of the Lighthouse interior
Commemorative 170th Birthday Pin giveaway
Games & Small Prizes
Activities
“Lighthouse Lore Talks” by our knowledgeable docents on a variety of subjects Music, and
A ceremonial cake cutting
The City will also be working with Crema to provide food and non-alcoholic beverages on site for purchase.
In accordance with the City’s Fee Schedule, admission fees are charged for entrance into the Lighthouse; admission to the grounds is free. Current admission fees are noted below. $7 for ages 18 and over
$3 for ages 3-17, and Free for children under 7
$3 for ages 3-17, and Free for children under 7
At a recent City Council meeting during Public Comment, the Docents requested the City Council waive Lighthouse entrance fees on February 1, 2025, in honor and to support the Lighthouse’s birthday festivities. At the request of the Mayor, this item is being brought forward for consideration by the Council.
Once a determination is made on the admission fees, the City will begin publicly advertising the birthday event.
OPTIONS
1. Do not waive fees
2. Waive fees
FINANCIAL IMPACT:
If approved, admission to the interior of the Lighthouse will be free, resulting in the City forgoing the previously mentioned admission fees on this day.
Although visitation numbers can be challenging to estimate, February 2023 data was used as the basis for projecting the fiscal impact of waiving admission fees. On average, Saturdays in February 2023 saw approximately 99 paid visitors (88 adults and 11 children) at the lighthouse. Based on these figures, the estimated revenue loss from waiving admission fees would be approximately $649.
Revenue will be generated through donations and gift shop sales.
This community event aims to broaden the Lighthouse’s audience while providing an opportunity for the public to reconnect with its history, significance, and ongoing restoration and volunteer efforts.
FOCUSED PRIORITY AREA: Not Applicable.
Agenda No. 9 B
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Joyce Halabi, Deputy Public Works Director
MEETING DATE: January 15, 2025
SUBJECT: Sanitary Sewer Root Control Agreement
CEQA: Categorical Exemption, CEQA Guidelines Section 15301, Class I, Existing Facilities
RECOMMENDATION
Authorize an agreement with Pacific Sewer Maintenance for Root Control of Various Sanitary Sewer Lines in an amount not to exceed $105,370 plus a15% contingency per fiscal year, with two (2) extension options, each for an additional year, by mutual letter signed by the mayor.
DISCUSSION
Root intrusion is a significant contributor to sewer line clogging, which can result in sanitary sewer overflows. The nature of the City’s landscape, numerous trees and easements as well as an abundance of grasses and shrubs, leaves the City vulnerable to root intrusion into the sanitary sewer lines, especially in times of drought and low rainfall.
Root control treatment of sanitary sewer lines is a cost-effective method to help prevent backups and sewer line spills.
A Request for Proposals (RFP) for chemical root control of various sanitary sewer lines was issued on October 8, 2024. In the RFP, the City identified specific sewer mainlines to be treated at a cost per linear foot. Of the City’s 59 miles of sewer main lines, approximately 64,250 feet will be treated. This includes lines identified by the City’s sewer cleaning services contractor as having significant root intrusion, as well as easement lines and other hard-to-access areas.
On November 6, 2024, the RFP period closed. Two proposals were received:
Company Cost Per Linear Foot Total Cost
Pacific Sewer Maintenance $1.64 $105,370
Root Tamers $1.69 $108,582.50
The City has qualified Pacific Sewer Maintenance as the lowest responsible bidder. Pacific Sewer Maintenance has over 30 years of experience with sewer Maintenace that centers around application of chemical sewer root control. They have successfully performed services for the City of Los Angeles, City of Redding, and City of Chico and are qualified to provide the requested services to the City of Pacific Grove.
In order to operate chemical root control, local municipalities must meet the parameters set forth in the Monterey One Water’s Chemical Root Control Checklist (Attachment 1). Pacific Sewer Maintenance and City Staff have reviewed the checklist and can confirm continued compliance with all Monterey One Water’s requirements.
If approved, the standard agreement template approved by the California Joint Powers Insurance Authority (CJPIA) and the City Attorney’s Office will be harnessed. Annual extensions will be routed to the Mayor for approval.
OPTIONS
1. Enter into an agreement.
Do not enter into an agreement. Failure to not properly maintain sanitary sewer lines could result in sanitary sewer overflows.
2. FINANCIAL IMPACT:
Funds have been allocated for this service in the Fiscal Year 24/25 Sewer Enterprise Fund budget, Fund
76. FOCUSED PRIORITY AREA: Infrastructure
Attachments
Monterey One Water Checklist
MEMBER ENTITY ROOT CONTROL CHEMICAL
INFORMATIONAL BULLETIN
Roots are a leading cause of wastewater collection system (WCS) blockages which can result in sanitary sewer overflows and costly structural damages. Early, preventive root control can help avoid these instances and may sometimes include the introduction of chemicals to the WCS. The Monterey Regional Water Pollution Control Agency (MRWPCA) is responsible for safely receiving and treating wastewaters that derive from you, our member entities. As the downstream receiver of these waters, the MRWPCA is requesting your assistance in addressing some concerns:
• The use of certain root control chemicals may interfere with, or otherwise impact, the biological treatment processes at the Regional Treatment Plant (RTP).
• High concentrations of root control chemicals in RTP effluent or biosolids may trigger costly permit violation fines.
• The health and safety of staff entering the wastewater collection system during application may be compromised.
• Sampling events may be adversely affected by the addition of root control chemicals.
By adhering to the following guidelines, member entities can ensure that the benefits of chemical root control are realized without the above adverse impacts. • To protect the RTP and MRWPCA employees, root control applicators and member entities should provide advanced notification, ten business days, to the MRWPCA of any planned chemical root control addition to the WCS. Notification should include safety data sheets (SDS), dates, locations and volumes of active ingredient to be used. • The applicator should be aware of the Federal, State and local rules which apply, and should closely adhere to the instructions provided on the pesticide label. Refer to the attached example application checklist which details basic compliance responsibilities. • Prior to choosing a root control chemical, municipalities should confirm its registration with the US EPA and State of California Department of Pesticide Regulation for use as a root control chemical. For example, copper compounds are widely used for root control purposes, however, are not registered for such uses in the State of California due to their interference with the wastewater treatment process.
The MRWPCA thanks you in advance for your ongoing assistance in addressing these potential hazards. Should you have any questions, comments or concerns please contact us at (831) 883- 1118.
Chemical Root Control, Page 2
ROOT CONTROL CHEMICAL APPLICATION CHECKLIST
This checklist should be reviewed before applying any root control chemical to the wastewater collection system (WCS).
☐ Have you confirmed the chemical’s status and registration with the US Environmental Protection Agency and the State of California Department of Pesticide Regulation? ☐ Have you thoroughly read, and do you understand, the pesticide label? ☐ Have you thoroughly read, and do you understand, the Federal, State, and local rules that apply to the use of this chemical?
☐ Have you provided the MRWPCA with copies of the chemical safety data sheet (SDS) and pesticide label?
☐ Have you notified the MRWPCA operations department of the dates, times, locations, and amounts of active ingredients to be introduced to the WCS? ☐ Do you know the distances between buildings and the sewer line being treated, and the depths of the sewer lines compared to the drains in buildings connected to these lines? ☐ Do you know the condition of the lines you intend to treat (obstructions, collapses, leaks, broken or empty traps)?
☐ Are there drains without traps that would allow easy emergence of foam? ☐ Are product labels and SDS available onsite for quick reference? ☐ Does the site have all necessary equipment for proper traffic control and safely opening manholes?
☐ Are you equipped with personal protective equipment (PPE) conforming to OSHA standards, including those required for confined space entry?
Agenda No. 9 C
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Matthew Mogensen, City Manager
MEETING DATE: January 15, 2025
SUBJECT: Contract Amendment for Professional Services with Municipal Resource Group,
LLC (MRG)
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
Approve Amendment #1 to a Professional Services Agreement with Municipal Resource Group, LLC (MRG), increasing the current contract by $10,400 for a total not to exceed amount of $50,173.
1. 2. Alternatively, discuss and take other action related to this item.
DISCUSSION
In late 2024, the City entered an agreement with MRG to conduct a comprehensive City-wide organizational and staffing level assessment. The scope of work included an initial city-wide organizational diagnostic followed by a deeper organizational and staffing level assessment of the Public Works Department. These two efforts would be Phase 1 and Phase 2 of a multi-phase approach to assessing the entire organization. The primary purpose of the initial city-wide organizational diagnostic is to identify gaps in service and operational challenges at the department level so that future organizational and staffing level assessments for each City department can be prioritized. The City prioritized the Public Works Department as the first department to undergo the organizational and staffing level assessment. The purpose of the organizational and staffing level assessment for the Public Works Department is to provide the City with a snapshot of observations and recommendations regarding the department staffing needs, organizational structure, resource allocations, and service delivery models. This complete scope of work and deliverables can be found in Attachment 1.
Phase 1 and 2 of the work will be completed soon and the City Council will receive a presentation on the recommendations in the near future.
The Community Development Department was identified as the next department for a phase 2 assessment. This department has high service demands and shares services with the Public Works Department in many service deliveries. Completing this assessment now will cost an additional $10,400, resulting in a total contract cost of $50,173. This can be funded through existing budget allocation.
OPTIONS
Provide alternative direction to the City Manager.
FINANCIAL IMPACT:
The City Manager previously entered a professional services agreement for up to $39,773, with MRG to conduct a city-wide organizational diagnostic followed by a deeper organizational and staffing level assessment of the Public Works Department. This action will increase the contract in an amount of $10,400. No additional general fund appropriation is required.
FOCUSED PRIORITY AREA: Not Applicable.
Attachments
MRG Professional Services Agreement
Professional Services Agreement 07.19.2022
CITY OF PACIFIC GROVE
PROFESSIONAL SERVICES AGREEMENT
This PROFESSIONAL SERVICE AGREEMENT (“PSA”) FOR NON-CONSTRUCTION PROJECTS (“Agreement”), is made and effective as of November 7, 2024, between the City of Pacific Grove (“City”), a municipal corporation and Municipal Resource Group, LLC (MRG) a limited liability company (“CONSULTANT”). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:
1. TERM
This Agreement shall commence on November 7, 2024, and shall remain and continue in effect until the tasks described herein are completed, but in no event later than June 30, 2025, unless sooner terminated pursuant to the provisions of this Agreement.
2. SCOPE OF WORK
CONSULTANT shall perform the tasks and services (“Services”) described and set forth in Exhibit A, Scope of Services, attached hereto and incorporated herein as though set forth in full.
CONSULTANT shall complete the tasks according to the schedule of performance which is also set forth in Exhibit A. To the extent that Exhibit A is a proposal from CONSULTANT, such proposal is incorporated only for the description of the Scope of Services and no other terms and conditions from any such proposal shall apply to this Agreement unless specifically agreed to in writing.
3. PERFORMANCE
CONSULTANT shall at all times faithfully, competently and to the best of their ability, experience, and talent, perform all Services described herein. CONSULTANT shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of CONSULTANT hereunder in meeting their obligations under this Agreement.
4. CITY MANAGEMENT
The City Manager, or their designee, shall represent City in all matters pertaining to the administration of this Agreement, review and approval of all products submitted by CONSULTANT, but not including the authority to enlarge the Scope of Work or change the compensation due to CONSULTANT. The City Manager shall be authorized to act on City’s behalf and to execute all necessary documents that enlarge the Scope of Work or change CONSULTANT’s compensation, subject to Section 6 hereof.
5. PAYMENT
a. The City agrees to pay CONSULTANT monthly, in accordance with the payment rates and terms and the Payment Schedule as set forth in Exhibit B, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above
Professional Services Agreement 07.19.2022
tasks. This amount shall not exceed Thirty-Nine Thousand Seventy Hundred Seventy Three dollars ($39,773.00) for the total term of the Agreement unless additional payment is approved as provided in this Agreement.
b. The City Manager’s contract authority is limited to $39,999.99, which includes all costs.
Contracts, including any contract amendments that exceed the total threshold, require City Council approval. Any contracts, including contract amendments that exceed the total threshold, which do not have City Council approval, shall be void. c. CONSULTANT shall not be compensated for any Services rendered in connection with its performance of this Agreement that are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the City Manager or the City Council. CONSULTANT shall be compensated for any additional services in the amounts and in the manner as agreed to by City Manager and CONSULTANT at the time City’s written authorization is given to CONSULTANT for the performance of said services. d. CONSULTANT shall submit invoices monthly for actual Services performed. Invoices shall be submitted on or about the first business day of each month, or as soon thereafter as practical, for Services provided in the previous month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non-disputed fees. If the City disputes any of CONSULTANT’s fees it shall give written notice to CONSULTANT within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. Any final payment under this Agreement shall be made within forty-five (45) days of receipt of an invoice therefore.
6. INSPECTION
City shall at all times have the right to inspect the work and materials. CONSULTANT shall furnish all reasonable aid and assistance required by City for the proper examination of the work and all parts thereof. Such inspection shall not relieve CONSULTANT from any obligation to perform said work strictly in accordance with the specifications or any modifications thereof and in compliance with the law.
7. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE a. The City may at any time, for any reason, without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon CONSULTANT at least thirty (30) days prior written notice. Upon receipt of said notice, CONSULTANT shall immediately cease all Services under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to CONSULTANT the actual value of the Services performed up to the time of termination, provided that the Services performed are of value to the City. Upon termination of the Agreement pursuant to this Section, CONSULTANT will submit an invoice to the City pursuant to Section 6.
Professional Services Agreement 07.19.2022
8. DEFAULT OF CONSULTANT
a. CONSULTANT’s failure to comply with the provisions of this Agreement shall constitute a default. In the event that CONSULTANT is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating CONSULTANT for any Services performed after the date of default and can terminate this Agreement immediately by written notice to the CONSULTANT. If such failure by the CONSULTANT to make progress in the performance of Services hereunder arises out of causes beyond the CONSULTANT’s control, and without fault or negligence of the CONSULTANT, it shall not be considered a default.
b. If the City Manager or designee determines CONSULTANT is in default in the performance of any of the terms or conditions of this Agreement, they shall cause to be served upon CONSULTANT a written notice of the default. The CONSULTANT shall have ten (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. In the event CONSULTANT fails to cure its default within such period of time or fails to present City with a written plan for the cure of the default, City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
9. OWNERSHIP OF DOCUMENTS
a. CONSULTANT shall maintain complete and accurate records with respect to sales, costs, expenses, receipts, and other such information required by City that relate to the performance of Services under this Agreement. CONSULTANT shall maintain adequate records of Services provided in sufficient detail to permit an evaluation of Services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. CONSULTANT shall provide free access to the representatives of City or its designees at reasonable times to such books and records; shall give City the right to examine and audit said books and records; shall permit City to make transcripts or copies therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement. If there is a substantial billing deviation adverse to City, then the cost of an audit shall be borne by CONSULTANT. Such records, together with supporting documents, shall be maintained for a period of five (5) years after receipt of final payment. b. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared in the course of providing the Services to be performed pursuant to this Agreement shall become the sole property of City and may be used, reused, or otherwise disposed of by City without the permission of CONSULTANT. With respect to computer files, CONSULTANT shall make available to City, at CONSULTANT’s office and upon reasonable written request by City, the necessary computer software and hardware for purposes of accessing, compiling, transferring, copying and/or printing computer files.
CONSULTANT hereby grants to City all right, title, and interest, including any copyright, in and to the documents, designs, drawings, maps, models, computer files, surveys, notes,
Professional Services Agreement 07.19.2022
and other documents prepared by CONSULTANT in the course of providing the Services under this Agreement.
10. RECORD AUDIT
In accordance with Government Code, Section 8546.7, for expenditures of greater than $10,000, records of both City and CONSULTANT shall be subject to examination and audit by the Auditor General for a period of three (3) years after final payment.
11. INDEMNIFICATION AND DEFENSE
Indemnity
To the fullest extent permitted by law, CONSULTANT shall indemnify and hold harmless City and any and all of its officers, employees and agents (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs and expenses, including legal counsel’s fees and costs, caused in whole or in part by the negligent or wrongful act, error or omission of CONSULTANT, its officers, agents, employees or subconsultants (or any City or individual that CONSULTANT shall bear the legal liability thereof) in the performance of Services under this Agreement. CONSULTANT’s duty to indemnify and hold harmless City shall not extend to the City’s sole or active negligence.
Duty to defend
In the event City, its officers, employees, agents and/or volunteers are made a party to any action, lawsuit, or other adversarial proceeding arising from the performance of the Services encompassed by this Agreement, and upon demand by City, CONSULTANT shall defend City at CONSULTANT’s cost or at City’s option, to reimburse City for its costs of defense, including reasonable attorney’s fees and costs incurred in the defense of such matters to the extent the matters arise from, relate to or are caused by CONSULTANT’s negligent acts, errors or omissions. Payment by City is not a condition precedent to enforcement of this indemnity. In the event of any dispute between CONSULTANT and City, as to whether liability arises from the sole or active negligence of the City or its officers, employees, or agents, CONSULTANT will be obligated to pay for City’s defense until such time as a final judgment has been entered adjudicating the City as solely or actively negligent. CONSULTANT will not be entitled in the absence of such a determination to any reimbursement of defense costs including but not limited to attorney’s fees, expert fees and costs of litigation.
12. INSURANCE
CONSULTANT shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit C attached to and part of this Agreement.
13. INDEPENDENT CONSULTANT
a. CONSULTANT is and shall at all times remain as to City a wholly independent consultant and/or independent contractor. The personnel performing the Services under this Agreement on behalf of CONSULTANT shall at all times be under
Professional Services Agreement 07.19.2022
CONSULTANT’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of CONSULTANT or any of CONSULTANT’s officers, employees, or agents, except as set forth in this Agreement.
CONSULTANT shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of City.
CONSULTANT shall not incur or have the power to incur any debt, obligation, or liability whatever against City, or bind City in any manner. b. No employee benefits shall be available to CONSULTANT in connection with the performance of this Agreement. Except for the fees paid to CONSULTANT as provided in the Agreement, City shall not pay salaries, wages, or other compensation to CONSULTANT for performing Services hereunder for City. City shall not be liable for compensation or indemnification to CONSULTANT for injury or sickness arising out of performing Services hereunder.
14. LEGAL RESPONSIBILITIES
CONSULTANT shall keep itself informed of State and Federal laws and regulations that in any manner affect those employed by it or in any way affect the performance of its Services pursuant to this Agreement. CONSULTANT shall at all times observe and comply with all such laws and regulations. City, and its officers, employees, and agents shall not be liable at law or in equity occasioned by failure of the CONSULTANT to comply with this Section.
15. UNDUE INFLUENCE
CONSULTANT declares and warrants that no undue influence or pressure was used against or in concert with any officer, employee or agent of City in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer, employee or agent of City has or will receive compensation, directly or indirectly, from CONSULTANT, or from any officer, employee or agent of CONSULTANT, in connection with the award of this Agreement or any Services to be performed as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling City to any and all remedies at law or in equity.
16. NO BENEFIT TO ARISE TO CITY OFFICERS AND EMPLOYEES
No officer, employee of City, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to the Services performed under the Agreement during their tenure or for one year thereafter, shall have any interest, direct or indirect, in any agreement or sub-agreement, or the proceeds thereof, for work to be performed in connection with the Services performed under this Agreement.
17. RELEASE OF INFORMATION/CONFLICTS OF INTEREST
a. All information gained by CONSULTANT in performance of this Agreement shall be considered confidential and shall not be released by CONSULTANT without City’s prior written authorization. CONSULTANT, its officers, employees, agents, or subconsultants, shall not without written authorization from the City Manager or unless
Professional Services Agreement 07.19.2022
requested by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order shall not be considered “voluntary” provided CONSULTANT gives City notice of such court order or subpoena.
b. CONSULTANT shall promptly notify CITY should CONSULTANT, its officers, employees, agents, or subconsultants be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request (“Discovery”), court order, or subpoena from any person or party regarding this Agreement and the work performed there under or with respect to any project or property located within the City, unless City is a party to any lawsuit, arbitration, or administrative proceeding connected to such Discovery, or unless CONSULTANT is prohibited by law from informing City of such Discovery.
City retains the right, but has no obligation, to represent CONSULTANT and/or be present at any deposition, hearing, or similar proceeding as allowed by law. Unless City is a party to the lawsuit, arbitration, or administrative proceeding and is adverse to CONSULTANT in such proceeding, CONSULTANT agrees to cooperate fully with City and to provide the opportunity to review any response to discovery requests provided by CONSULTANT. However, City’s right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. c. If City determines CONTRACTOR comes within the definition of Contractor under the Political Reform Act (Government Code §87100 et seq.), CONTRACTOR shall complete and file and shall require any other person doing Work under this Agreement to complete and file a “Statement of Economic Interest” with CITY disclosing CONTRACTOR’s and/or such other person’s financial interests.
18. DISCRIMINATION
CONSULTANT agrees that in the performance of this Agreement, neither CONSULTANT nor any person acting on CONSULTANT’s behalf shall discriminate against any person on the basis of race, religious creed, color, national origin, ancestry, disability, medical condition, genetic information, marital status, sexual orientation, sex, gender identity, gender expression, military or veteran status or age.
19. NOTICES
Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, by first class mail, addressed to the address of the party as set forth below or at any other address as that party may later designate by notice:
Professional Services Agreement 07.19.2022
To City: Matt Mogensen, City Manager
City of Pacific Grove
300 Forest Avenue
Pacific Grove, CA 93950
Attention: City Clerk
To CONSULTANT: Andi Stanley, Business Manager
MRG, LLC
8788 Elk Grove Blvd., Suite L
Elk Grove, CA 95624
Notice is effective on the date of personal service, or 5 days following deposit in a United States mailbox, or date of postmark. The parties may agree to service by email.
20. THIRD PARTY BENEFICIARIES
Nothing contained in this Agreement shall be construed to create, and the parties do not intend to create, any rights in third parties.
21. ASSIGNMENT
CONSULTANT shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of CITY. Because of the personal nature of the Services to be rendered pursuant to this Agreement, only CONSULTANT shall perform the Services described in this Agreement. CONSULTANT may use assistants, under their direct supervision, to perform some of the Services under this Agreement.
CONSULTANT shall provide City fourteen (14) days’ notice prior to the departure of Rick Otto and/or Cathy Capriola from CONSULTANT’s employ. Should Rick Otto and/or Cathy Capriola leave CONSULTANT’s employ, City shall have the option to immediately terminate this Agreement, within three (3) days of the close of said notice period. Upon termination of this Agreement, CONSULTANT’s sole compensation shall be payment for actual Services performed up to, and including, the date of termination or as may be otherwise agreed to in writing between City and the CONSULTANT. Before retaining or contracting with any subconsultant for any Services under this Agreement, CONSULTANT shall provide City with the identity of the proposed sub-consultant, a copy of the proposed written contract between CONSULTANT and such sub-consultant, which shall include and indemnity provision similar to the one provided herein and identifying City as an indemnified party, or an incorporation of the indemnity provision provided herein, and proof that such proposed sub-consultant carries insurance at least equal to that required by this Agreement or obtain a written waiver from City for such insurance.
Professional Services Agreement 07.19.2022
22. LICENSES
At all times during the term of this Agreement, CONSULTANT shall have in full force and effect, all licenses required of it by law for the performance of the Services described in this Agreement. CONSULTANT shall obtain a valid City Business License and shall maintain said Business License for the term of this Agreement and any extensions.
23. GOVERNING LAW
City and CONSULTANT understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in Monterey County, or federal district court with jurisdiction over City.
CONSULTANT agrees not to commence or prosecute any dispute arising out of or in connection with this Agreement other than in the aforementioned courts and irrevocably consents to the exclusive personal jurisdiction and venue of the aforementioned courts.
24. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to their obligations described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, oral or written and pertaining to the subject of this Agreement or with respect to the terms and conditions of this Agreement, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. No amendment shall be valid unless in writing, executed by both parties.
25. DISPUTE RESOLUTION; ATTORNEY’S FEES
CONSULTANT shall continue to perform under this Agreement during any dispute.
CONSULTANT and City hereby agree to make good faith efforts to resolve disputes as quickly as possible. In the event any dispute arising from or related to this Agreement results in litigation or arbitration, the prevailing party shall be entitled to recover all reasonable costs incurred, including court costs, attorney fees, expenses for expert witnesses (whether or not called to testify), expenses for accountants or appraisers (whether or not called to testify), and other related expenses. Recovery of these expenses shall be as additional costs awarded to the prevailing party, and shall not require initiation of a separate legal proceeding.
26. WORK SCHEDULED/TIME OF COMPLETION
City and CONSULTANT agree that time is of the essence in this Agreement.
27. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of CONSULTANT warrants and represents that they have the authority to execute this Agreement on behalf of the
Professional Services Agreement 07.19.2022
CONSULTANT and have the authority to bind CONSULTANT to the performance of its obligations hereunder.
28. INTERPRETATION OF CONFLICTING PROVISIONS
In the event of any conflict or inconsistency between the provisions of this Agreement and the Provisions of any exhibit or other attachment to this Agreement, the provisions of this Agreement shall prevail and control.
29. SEVERABILITY
If any term of this Agreement is held invalid by a court of competent jurisdiction or arbitrator the remainder of this Agreement shall remain in effect.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.
CITY OF PACIFIC GROVE CONSULTANT
By:
Mary Egan, CEO
Date:
By: ___________________________ By: ____________________________ Matt Mogensen, City Manager Fred Marsh, Administrative Services Department Date: ___________________________ Date: ___________________________ Approved As To Form:
City Attorney
Professional Services Agreement 07.19.2022
EXHIBIT A & B
Consultant Proposal Containing Detailed Scope of Work and Payment Schedule
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SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:
CONTACT
(A/C, No):
FAX
E-MAIL
ADDRESS:
PRODUCER
(A/C, No, Ext):
PHONE
INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
OTHER:
(Per accident)
(Ea accident)
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SUBR
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THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
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BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOS ONLY AUTOS
NON-OWNED
OWNED SCHEDULED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
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DESCRIPTION OF OPERATIONS below
If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
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CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
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ACORD 101 (2008/01)
The ACORD name and logo are registered marks of ACORD
© 2008 ACORD CORPORATION. All rights reserved.
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: FORM TITLE:
ADDITIONAL REMARKS
ADDITIONAL REMARKS SCHEDULE Page of
AGENCY CUSTOMER ID:
LOC #:
AGENCY
CARRIER NAIC CODE
POLICY NUMBER
NAMED INSURED
EFFECTIVE DATE:
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THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
Form SS 04 38 09 09 Page 1 of 3
© 2009, The Hartford
(Includes copyrighted material of ISO Properties, Inc., with its permission)
HIRED AUTO AND NON-OWNED AUTO
This endorsement modifies insurance provided under the following:
BUSINESS LIABILITY COVERAGE FORM
This coverage is subject to all provisions in the
BUSINESS LIABILITY COVERAGE FORM not
expressly modified herein:
A. Amended Coverage:
Coverage is extended to "bodily injury" and
"property damage" arising out of the use of a "hired
auto" and "non-owned auto".
B. Paragraph B. EXCLUSIONS is amended as
follows:
1. Exclusion g. Aircraft, Auto or Watercraft does
not apply to a "hired auto" or a "non-owned
auto".
2. Exclusion e. Employers Liability does not
apply to "bodily injury" to domestic "employees"
not entitled to workers’ compensation benefits
or to liability assumed by the "insured" under an
"insured contract".
3. Exclusion f. Pollution is replaced by the
following:
"Bodily injury" or "property damage" arising out
of the actual, alleged or threatened discharge,
dispersal, seepage, migration, release or
escape of "pollutants":
a. That are, or that are contained in any
property that is:
(1) Being transported or towed by, handled,
or handled for movement into, onto or
from, the covered "auto";
(2) Otherwise in the course of transit by or
on behalf of the "insured"; or
(3) Being stored, disposed of, treated or
processed in or upon the covered
"auto".
b. Before the "pollutants" or any property in
which the "pollutants" are contained are
moved from the place where they are
accepted by the "insured" for movement into
or onto the covered "auto"; or
c. After the "pollutants" or any property in
which the "pollutants" are contained are
moved from the covered "auto" to the place
where they are finally delivered, disposed of
or abandoned by the "insured".
Paragraph a. above does not apply to fuels,
lubricants, fluids, exhaust gases or other
similar "pollutants" that are needed for or
result from the normal electrical, hydraulic
or mechanical functioning of the covered
"auto" or its parts, if:
(1) The "pollutants" escape, seep, migrate,
or are discharged or released directly
from an "auto" part designed by its
manufacturer to hold, store, receive, or
dispose of such "pollutants"; and
(2) The "bodily injury" and "property
damage" does not arise out of the
operation of any equipment listed in
paragraphs 15.b. and 15.c. of the
definition of "mobile equipment".
Paragraphs b. and c. above do not apply to
"accidents" that occur away from premises
owned by or rented to an "insured" with
respect to "pollutants" not in or upon a
covered "auto" if:
(1) The "pollutants" or any property in
which the "pollutants" are contained are
upset, overturned or damaged as a
result of the maintenance or use of a
covered "auto"; and
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(2) The discharge, dispersal, seepage,
migration, release or escape of the
"pollutants" is caused directly by such
upset, overturn or damage as a result of
the maintenance or use of a covered
"auto".
4. With respect to this coverage, the following
additional exclusions apply:
a. Fellow employee
Coverage does not apply to "bodily injury" to
any fellow "employee" of the "insured"
arising out of the operation of an "auto"
owned by the "insured" in the course of the
fellow "employee’s" employment.
b. Care, custody or control
Coverage does not apply to "property
damage" involving property owned or
transported by the "insured" or in the
"insured’s" care, custody or control.
C. With respect to "hired auto" and "non-owned auto"
coverage, Paragraph C. WHO IS AN INSURED is
deleted and replaced by the following:
The following are "insureds":
a. You.
b. Your "employee" while using with your
permission:
(1) An "auto" you hire or borrow; or
(2) An "auto" you don’t own, hire or borrow in
your business or personal affairs; or
(3) An "auto" hired or rented by your
"employee" on your behalf and at your
direction.
c. Anyone else while using a "hired auto" or "nonowned auto" with your permission except:
(1) The owner or anyone else from whom you
hire or borrow an "auto".
(2) Someone using an auto while he or she is
working in a business of selling, servicing,
repairing, parking or storing "autos" unless
that business is yours.
(3) Anyone other than your "employees",
partners (if you are a partnership), members
(if you are a limited liability company), or a
lessee or borrower or any of their
"employees", while moving property to or
from an "auto".
(4) A partner (if you are a partnership), or a
member (if you are a limited liability
company) for an "auto" owned by him or her
or a member of his or her household.
d. Anyone liable for the conduct of an "insured"
described above but only to the extent of that
liability.
D. With respect to the operation of a "hired auto" and
"non-owned auto", the following additional
conditions apply:
1. OTHER INSURANCE
a. Except for any liability assumed under an
"insured contract" the insurance provided by
this Coverage Form is excess over any
other collectible insurance.
However, if your business is the selling,
servicing, repairing, parking or storage of
"autos", the insurance provided by this
endorsement is primary when covered
"bodily injury" or "property damage" arises
out of the operation of a customer’s "auto"
by you or your "employee".
b. When this Coverage Form and any other
Coverage Form or policy covers on the
same basis, either excess or primary, we
will pay only our share. Our share is the
proportion that the Limit of Insurance of our
Coverage Form bears to the total of the
limits of all the Coverage Forms and policies
covering on the same basis.
2. TWO OR MORE COVERAGE FORMS OR
POLICIES ISSUED BY US
If the Coverage Form and any other Coverage
Form or policy issued to you by us or any
company affiliated with us apply to the same
"accident", the aggregate maximum Limit of
Insurance under all the Coverage Forms or
policies shall not exceed the highest applicable
Limit of Insurance under any one Coverage
Form or policy. This condition does not apply to
any Coverage Form or policy issued by us or an
affiliated company specifically to apply as
excess insurance over this Coverage Form.
E. The following definitions are added:
G. LIABILITY AND MEDICAL EXPENSES
DEFINITIONS:
1. "Hired auto" means any "auto" you lease,
hire, rent or borrow. This does not include
any auto you lease, hire, rent or borrow
from any of your "employees", your partners
(if you are a partnership), members (if you
are a limited liability company),
Form SS 04 38 09 09 Page 3 of 3
or your "executive officers" or members of
their households.
This does not include a long-term leased
"auto" that you insure as an owned "auto"
under any other auto liability insurance
policy or a temporary substitute for an
"auto" you own that is out of service
because of its breakdown, repair, servicing
or destruction.
2. "Non-owned auto " means any "auto" you
do not own, lease, hire, rent or borrow
which is used in connection with your
business. This includes:
a. "Autos" owned by your "employees" your
partners (if you are a partnership),
members (if you are a limited liability
company), or your "executive officers",
or members of their households, but
only while used in your business or your
personal affairs.
b. Customer’s "auto" that is in your care,
custody or control for service.
QUICK REFERENCE
BUSINESS LIABILITY COVERAGE FORM
READ YOUR POLICY CAREFULLY
BUSINESS LIABILITY COVERAGE FORM Beginning on Page
A. COVERAGES 1
Business Liability 1
Medical Expenses 2
Coverage Extension - Supplementary Payments 2
B. EXCLUSIONS 3
C. WHO IS AN INSURED 10
D. LIABILITY AND MEDICAL EXPENSES
LIMITS OF INSURANCE 14
E. LIABILITY AND MEDICAL EXPENSES GENERAL CONDITIONS 15
1. Bankruptcy 15
2. Duties In The Event Of Occurrence, Offense, Claim Or Suit 15
3. Financial Responsibility Laws 16
4. Legal Action Against Us 16
5. Separation Of Insureds 16
6. Representations 16
7. Other Insurance 16
8. Transfer Of Rights Of Recovery Against Others To Us 17 F. OPTIONAL ADDITIONAL INSURED COVERAGES 18
Additional Insureds 18
G. LIABILITY AND MEDICAL EXPENSES DEFINITIONS 20
Form SS 00 08 04 05
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ABCDEFGHIJ
BUSINESS LIABILITY COVERAGE FORM
Various provisions in this policy restrict coverage. Read the entire policy carefully to determine rights, duties and what is and is not covered.
Throughout this policy the words "you" and "your" refer to the Named Insured shown in the Declarations. The words "we", "us" and "our" refer to the stock insurance company member of The Hartford providing this insurance.
The word "insured" means any person or organization qualifying as such under Section . - Who Is An Insured. C Other words and phrases that appear in quotation marks have special meaning. Refer to Section . - Liability And G Medical Expenses Definitions.
A. COVERAGES (a) The "bodily injury" or "property
damage" is caused by an 1. BUSINESS LIABILITY COVERAGE (BODILY "occurrence" that takes place in the INJURY, PROPERTY DAMAGE, PERSONAL "coverage territory"; AND ADVERTISING INJURY) (b) The "bodily injury" or "property Insuring Agreement damage" occurs during the policy a. We will pay those sums that the insured period; and
becomes legally obligated to pay as (c) Prior to the policy period, no insured damages because of "bodily injury", listed under Paragraph of Section 1. "property damage" or "personal and C. – Who Is An Insured and no advertising injury" to which this insurance "employee" authorized by you to give applies. We will have the right and duty to or receive notice of an "occurrence" defend the insured against any "suit" or claim, knew that the "bodily injury" seeking those damages. However, we will or "property damage" had occurred, have no duty to defend the insured against in whole or in part. If such a listed any "suit" seeking damages for "bodily insured or authorized "employee" injury", "property damage" or "personal and knew, prior to the policy period, that advertising injury" to which this insurance the "bodily injury" or "property does not apply. damage" occurred, then any We may, at our discretion, investigate any continuation, change or resumption "occurrence" or offense and settle any claim of such "bodily injury" or "property or "suit" that may result. But: damage" during or after the policy (1) The amount we will pay for damages is period will be deemed to have been D. known prior to the policy period. limited as described in Section - Liability And Medical Expenses Limits (2) To "personal and advertising injury" Of Insurance; and caused by an offense arising out of your business, but only if the offense was (2) Our right and duty to defend ends when we have used up the applicable limit of committed in the "coverage territory" during the policy period. insurance in the payment of judgments, settlements or medical expenses to which c. "Bodily injury" or "property damage" will be this insurance applies. deemed to have been known to have No other obligation or liability to pay sums or occurred at the earliest time when any insured listed under Paragraph of Section 1. perform acts or services is covered unless explicitly provided for under Coverage C. – Who Is An Insured or any "employee" Extension - Supplementary Payments. authorized by you to give or receive notice of an "occurrence" or claim: b. This insurance applies: (1) Reports all, or any part, of the "bodily (1) To "bodily injury" and "property injury" or "property damage" to us or damage" only if: any other insurer; Form SS 00 08 04 05 Page 1 of 24
© 2005, The Hartford
BUSINESS LIABILITY COVERAGE FORM
(2) b. Receives a written or verbal demand or We will make these payments regardless of claim for damages because of the "bodily fault. These payments will not exceed the injury" or "property damage"; or applicable limit of insurance. We will pay reasonable expenses for: (3) Becomes aware by any other means that "bodily injury" or "property damage" has First aid administered at the time of an (1) occurred or has begun to occur. accident;
d. (2) Damages because of "bodily injury" include Necessary medical, surgical, x-ray and damages claimed by any person or dental services, including prosthetic organization for care, loss of services or devices; and death resulting at any time from the "bodily (3) Necessary ambulance, hospital, injury". professional nursing and funeral e. Incidental Medical Malpractice services.
(1) "Bodily injury" arising out of the 3. COVERAGE EXTENSION - rendering of or failure to render SUPPLEMENTARY PAYMENTS professional health care services as a a. We will pay, with respect to any claim or physician, dentist, nurse, emergency "suit" we investigate or settle, or any "suit" medical technician or paramedic shall against an insured we defend: be deemed to be caused by an (1) All expenses we incur. "occurrence", but only if:
(2) Up to $1,000 for the cost of bail bonds (a) The physician, dentist, nurse, required because of accidents or traffic emergency medical technician or law violations arising out of the use of paramedic is employed by you to any vehicle to which Business Liability provide such services; and Coverage for "bodily injury" applies. We (b) You are not engaged in the do not have to furnish these bonds. business or occupation of providing (3) The cost of appeal bonds or bonds to such services. release attachments, but only for bond (2) For the purpose of determining the amounts within the applicable limit of limits of insurance for incidental medical insurance. We do not have to furnish malpractice, any act or omission these bonds. together with all related acts or (4) All reasonable expenses incurred by the omissions in the furnishing of these insured at our request to assist us in the services to any one person will be investigation or defense of the claim or considered one "occurrence". "suit", including actual loss of earnings 2. MEDICAL EXPENSES up to $500 a day because of time off Insuring Agreement from work.
a. We will pay medical expenses as described (5) All costs taxed against the insured in below for "bodily injury" caused by an the "suit".
accident: (6) Prejudgment interest awarded against
(1) On premises you own or rent; the insured on that part of the judgment we pay. If we make an offer to pay the (2) On ways next to premises you own or applicable limit of insurance, we will not rent; or
pay any prejudgment interest based on (3) Because of your operations; that period of time after the offer. provided that: (7) All interest on the full amount of any (1) The accident takes place in the judgment that accrues after entry of the "coverage territory" and during the judgment and before we have paid, policy period; offered to pay, or deposited in court the (2) The expenses are incurred and reported part of the judgment that is within the to us within three years of the date of applicable limit of insurance. the accident; and Any amounts paid under through (1) (7) (3) The injured person submits to above will not reduce the limits of insurance. examination, at our expense, by
physicians of our choice as often as we
reasonably require.
BUSINESS LIABILITY COVERAGE FORM
b. If we defend an insured against a "suit" So long as the above conditions are met, and an indemnitee of the insured is also attorneys' fees incurred by us in the named as a party to the "suit", we will defense of that indemnitee, necessary defend that indemnitee if all of the litigation expenses incurred by us and following conditions are met: necessary litigation expenses incurred by the indemnitee at our request will be (1) The "suit" against the indemnitee paid as Supplementary Payments. seeks damages for which the insured has assumed the liability of the Notwithstanding the provisions of indemnitee in a contract or agreement Paragraph of Section – 1.b.(b) B. that is an "insured contract"; Exclusions, such payments will not be deemed to be damages for "bodily (2) This insurance applies to such liability injury" and "property damage" and will assumed by the insured; not reduce the Limits of Insurance. (3) The obligation to defend, or the cost of Our obligation to defend an insured's the defense of, that indemnitee, has indemnitee and to pay for attorneys' fees also been assumed by the insured in and necessary litigation expenses as the same "insured contract"; Supplementary Payments ends when: (4) The allegations in the "suit" and the (1) We have used up the applicable limit information we know about the of insurance in the payment of "occurrence" are such that no conflict judgments or settlements; or appears to exist between the interests of the insured and the interest of the The conditions set forth above, or the (2) indemnitee; terms of the agreement described in
Paragraph above, are no longer met. (6) (5) The indemnitee and the insured ask us to conduct and control the defense B. EXCLUSIONS
of that indemnitee against such "suit" 1. Applicable To Business Liability Coverage and agree that we can assign the same counsel to defend the insured This insurance does not apply to:
and the indemnitee; and a. Expected Or Intended Injury
(6) The indemnitee: (1) "Bodily injury" or "property damage" expected or intended from the (a) Agrees in writing to:
standpoint of the insured. This (i) Cooperate with us in the exclusion does not apply to "bodily investigation, settlement or injury" or "property damage" resulting defense of the "suit"; from the use of reasonable force to (ii) Immediately send us copies of protect persons or property; or any demands, notices, (2) "Personal and advertising injury" arising summonses or legal papers out of an offense committed by, at the received in connection with direction of or with the consent or the "suit"; acquiescence of the insured with the (iii) Notify any other insurer whose expectation of inflicting "personal and coverage is available to the advertising injury".
indemnitee; and b. Contractual Liability
(iv) Cooperate with us with (1) "Bodily injury" or "property damage"; or respect to coordinating other applicable insurance available (2) "Personal and advertising injury" to the indemnitee; and for which the insured is obligated to pay damages by reason of the assumption of (b) Provides us with written authorization to: liability in a contract or agreement.
This exclusion does not apply to liability (i) Obtain records and other for damages because of: information related to the
"suit"; and (a) "Bodily injury", "property damage" or
"personal and advertising injury" that (ii) Conduct and control the defense of the indemnitee in the insured would have in the such "suit". absence of the contract or
agreement; or
Form SS 00 08 04 05 Page 3 of 24
BUSINESS LIABILITY COVERAGE FORM
(b) (b) "Bodily injury" or "property damage" Performing duties related to the assumed in a contract or agreement conduct of the insured’s business, or that is an "insured contract", (2) The spouse, child, parent, brother or provided the "bodily injury" or sister of that "employee" as a "property damage" occurs consequence of above. (1)
subsequent to the execution of the This exclusion applies: contract or agreement. Solely for (1) Whether the insured may be liable as the purpose of liability assumed in an employer or in any other capacity; an "insured contract", reasonable and attorneys' fees and necessary
litigation expenses incurred by or for (2) To any obligation to share damages a party other than an insured are with or repay someone else who must deemed to be damages because of pay damages because of the injury. "bodily injury" or "property damage" This exclusion does not apply to liability provided: assumed by the insured under an "insured (i) Liability to such party for, or for contract".
the cost of, that party’s defense f. Pollution
has also been assumed in the
(1) "Bodily injury", "property damage" or same "insured contract", and "personal and advertising injury" (ii) Such attorneys' fees and arising out of the actual, alleged or litigation expenses are for threatened discharge, dispersal, defense of that party against a seepage, migration, release or escape civil or alternative dispute of "pollutants": resolution proceeding in which (a) At or from any premises, site or damages to which this location which is or was at any insurance applies are alleged. time owned or occupied by, or c. Liquor Liability rented or loaned to any insured. "Bodily injury" or "property damage" for However, this subparagraph does which any insured may be held liable by not apply to:
reason of: (i) "Bodily injury" if sustained within
(1) Causing or contributing to the a building and caused by intoxication of any person; smoke, fumes, vapor or soot (2) The furnishing of alcoholic beverages to produced by or originating from equipment that is used to heat, a person under the legal drinking age or cool or dehumidify the building, under the influence of alcohol; or or equipment that is used to (3) Any statute, ordinance or regulation heat water for personal use, by relating to the sale, gift, distribution or the building's occupants or their use of alcoholic beverages. guests; This exclusion applies only if you are in the (ii) "Bodily injury" or "property business of manufacturing, distributing, damage" for which you may be selling, serving or furnishing alcoholic held liable, if you are a beverages. contractor and the owner or d. Workers' Compensation And Similar lessee of such premises, site or Laws location has been added to your Any obligation of the insured under a policy as an additional insured workers' compensation, disability benefits with respect to your ongoing or unemployment compensation law or operations performed for that any similar law. additional insured at that
e. Employer’s Liability premises, site or location and
such premises, site or location "Bodily injury" to: is not and never was owned or (1) An "employee" of the insured arising occupied by, or rented or out of and in the course of: loaned to, any insured, other (a) Employment by the insured; or than that additional insured; or
BUSINESS LIABILITY COVERAGE FORM
(iii) "Bodily injury" or "property released as part of the damage" arising out of heat, operations being performed smoke or fumes from a by such insured, contractor or
"hostile fire"; subcontractor;
(b) (ii) At or from any premises, site or "Bodily injury" or "property location which is or was at any damage" sustained within a time used by or for any insured or building and caused by the others for the handling, storage, release of gases, fumes or disposal, processing or treatment vapors from materials brought of waste; into that building in connection
with operations being performed (c) Which are or were at any time by you or on your behalf by a transported, handled, stored, contractor or subcontractor; or treated, disposed of, or processed as waste by or for: "Bodily injury" or "property (iii)
damage" arising out of heat, (i) Any insured; or smoke or fumes from a (ii) Any person or organization for "hostile fire"; or whom you may be legally (e) At or from any premises, site or responsible; location on which any insured or any (d) At or from any premises, site or contractors or subcontractors location on which any insured or working directly or indirectly on any any contractors or subcontractors insured’s behalf are performing working directly or indirectly on operations if the operations are to any insured's behalf are test for, monitor, clean up, remove, performing operations if the contain, treat, detoxify or neutralize, "pollutants" are brought on or to or in any way respond to, or assess the premises, site or location in the effects of, "pollutants". connection with such operations (2) Any loss, cost or expense arising out by such insured, contractor or of any: subcontractor. However, this subparagraph does not apply to: Request, demand, order or statutory (a) or regulatory requirement that any (i) "Bodily injury" or "property insured or others test for, monitor, damage" arising out of the clean up, remove, contain, treat, escape of fuels, lubricants or detoxify or neutralize, or in any way other operating fluids which are respond to, or assess the effects of, needed to perform the normal "pollutants"; or electrical, hydraulic or mechanical functions Claim or suit by or on behalf of a (b) necessary for the operation of governmental authority for "mobile equipment" or its parts, damages because of testing for, if such fuels, lubricants or other monitoring, cleaning up, removing, operating fluids escape from a containing, treating, detoxifying or vehicle part designed to hold, neutralizing, or in any way store or receive them. This responding to, or assessing the exception does not apply if the effects of, "pollutants". "bodily injury" or "property However, this paragraph does not damage" arises out of the apply to liability for damages because intentional discharge, dispersal of "property damage" that the insured or release of the fuels, would have in the absence of such lubricants or other operating request, demand, order or statutory or fluids, or if such fuels, regulatory requirement, or such claim lubricants or other operating or "suit" by or on behalf of a fluids are brought on or to the governmental authority. premises, site or location with the intent that they be
discharged, dispersed or
Form SS 00 08 04 05 Page 5 of 24
BUSINESS LIABILITY COVERAGE FORM
g. Aircraft, Auto Or Watercraft (2) The use of "mobile equipment" in, or while in practice or preparation for, a "Bodily injury" or "property damage" arising prearranged racing, speed or out of the ownership, maintenance, use or demolition contest or in any stunting entrustment to others of any aircraft, "auto" activity. or watercraft owned or operated by or rented or loaned to any insured. Use includes i. War
operation and "loading or unloading". "Bodily injury", "property damage" or This exclusion applies even if the claims "personal and advertising injury", however against any insured allege negligence or caused, arising, directly or indirectly, out of:
other wrongdoing in the supervision, hiring, (1) War, including undeclared or civil war; employment, training or monitoring of others (2) Warlike action by a military force, by that insured, if the "occurrence" which including action in hindering or caused the "bodily injury" or "property defending against an actual or damage" involved the ownership, expected attack, by any government, maintenance, use or entrustment to others of sovereign or other authority using any aircraft, "auto" or watercraft that is military personnel or other agents; or owned or operated by or rented or loaned to any insured. (3) Insurrection, rebellion, revolution,
usurped power, or action taken by This exclusion does not apply to: governmental authority in hindering or (1) A watercraft while ashore on premises defending against any of these. you own or rent; j. Professional Services (2) A watercraft you do not own that is: "Bodily injury", "property damage" or (a) Less than 51 feet long; and "personal and advertising injury" arising (b) Not being used to carry persons out of the rendering of or failure to render any professional service. This includes for a charge;
but is not limited to: (3) Parking an "auto" on, or on the ways next to, premises you own or rent, (1) Legal, accounting or advertising provided the "auto" is not owned by or services;
rented or loaned to you or the insured; (2) Preparing, approving, or failing to (4) Liability assumed under any "insured prepare or approve maps, shop contract" for the ownership, drawings, opinions, reports, surveys, maintenance or use of aircraft or field orders, change orders, designs or watercraft; drawings and specifications;
(5) "Bodily injury" or "property damage" (3) Supervisory, inspection, architectural arising out of the operation of any of or engineering activities; the equipment listed in Paragraph f.(2) (4) Medical, surgical, dental, x-ray or or of the definition of "mobile f.(3) nursing services treatment, advice or equipment"; or instruction;
(6) An aircraft that is not owned by any (5) Any health or therapeutic service insured and is hired, chartered or loaned treatment, advice or instruction; with a paid crew. However, this (6) Any service, treatment, advice or exception does not apply if the insured instruction for the purpose of has any other insurance for such "bodily appearance or skin enhancement, hair injury" or "property damage", whether removal or replacement or personal the other insurance is primary, excess, grooming; contingent or on any other basis. (7) Optical or hearing aid services h. Mobile Equipment including the prescribing, preparation, "Bodily injury" or "property damage" fitting, demonstration or distribution of arising out of: ophthalmic lenses and similar
(1) The transportation of "mobile equipment" products or hearing aid devices; by an "auto" owned or operated by or
rented or loaned to any insured; or
BUSINESS LIABILITY COVERAGE FORM
(8) Optometry or optometric services Paragraphs , and of this (1) (3) (4) including but not limited to examination exclusion do not apply to "property of the eyes and the prescribing, damage" (other than damage by fire) to preparation, fitting,demonstration or premises, including the contents of such distribution of ophthalmic lenses and premises, rented to you for a period of 7 or similar products; fewer consecutive days. A separate Limit of Insurance applies to Damage To (9) Any: Premises Rented To You as described in (a) Body piercing (not including ear Section - Limits Of Insurance. D. piercing); Paragraph of this exclusion does not (2) (b) Tattooing, including but not limited apply if the premises are "your work" and to the insertion of pigments into or were never occupied, rented or held for under the skin; and rental by you. (c) Similar services; Paragraphs and of this exclusion do (3) (4) (10) Services in the practice of pharmacy; not apply to the use of elevators. and Paragraphs , , and of this (3) (4) (5) (6)
(11) Computer consulting, design or exclusion do not apply to liability assumed programming services, including web under a sidetrack agreement. site design. Paragraphs and of this exclusion do (3) (4) Paragraphs and of this exclusion do (4) (5) not apply to "property damage" to not apply to the Incidental Medical borrowed equipment while not being used Malpractice coverage afforded under to perform operations at a job site.
Paragraph in Section - Coverages. 1.e. A. Paragraph of this exclusion does not (6) k. Damage To Property apply to "property damage" included in the "products-completed operations hazard". "Property damage" to:
l. Damage To Your Product (1) Property you own, rent or occupy, including any costs or expenses "Property damage" to "your product" incurred by you, or any other person, arising out of it or any part of it. organization or entity, for repair, m. Damage To Your Work replacement, enhancement, "Property damage" to "your work" arising restoration or maintenance of such out of it or any part of it and included in the property for any reason, including "products-completed operations hazard". prevention of injury to a person or damage to another's property; This exclusion does not apply if the damaged work or the work out of which (2) Premises you sell, give away or the damage arises was performed on your abandon, if the "property damage" arises behalf by a subcontractor. out of any part of those premises; n. Damage To Impaired Property Or (3) Property loaned to you; Property Not Physically Injured (4) Personal property in the care, custody "Property damage" to "impaired property" or control of the insured; or property that has not been physically (5) That particular part of real property on injured, arising out of: which you or any contractors or (1) A defect, deficiency, inadequacy or subcontractors working directly or dangerous condition in "your product" indirectly on your behalf are performing or "your work"; or operations, if the "property damage" arises out of those operations; or A delay or failure by you or anyone (2) acting on your behalf to perform a (6) That particular part of any property contract or agreement in accordance that must be restored, repaired or with its terms. replaced because "your work" was incorrectly performed on it. This exclusion does not apply to the loss of use of other property arising out of
sudden and accidental physical injury to
"your product" or "your work" after it has
been put to its intended use.
Form SS 00 08 04 05 Page 7 of 24
BUSINESS LIABILITY COVERAGE FORM
o. Recall Of Products, Work Or Impaired (c) Title of any literary or artistic work; Property (8) Arising out of an offense committed by
Damages claimed for any loss, cost or an insured whose business is:
expense incurred by you or others for the Advertising, broadcasting, (a) loss of use, withdrawal, recall, inspection, publishing or telecasting; repair, replacement, adjustment, removal (b) Designing or determining content or disposal of: of web sites for others; or (1) "Your product"; (c) An Internet search, access,
(2) "Your work"; or content or service provider.
(3) "Impaired property"; However, this exclusion does not if such product, work or property is apply to Paragraphs , and a. b. c. withdrawn or recalled from the market or under the definition of "personal and from use by any person or organization advertising injury" in Section – G. because of a known or suspected defect, Liability And Medical Expenses deficiency, inadequacy or dangerous Definitions.
condition in it. For the purposes of this exclusion,
p. Personal And Advertising Injury placing an "advertisement" for or linking to others on your web site, by "Personal and advertising injury": itself, is not considered the business (1) Arising out of oral, written or electronic of advertising, broadcasting, publication of material, if done by or at publishing or telecasting; the direction of the insured with (9) Arising out of an electronic chat room knowledge of its falsity; or bulletin board the insured hosts, (2) Arising out of oral, written or electronic owns, or over which the insured publication of material whose first exercises control; publication took place before the beginning of the policy period; (10) Arising out of the unauthorized use of another's name or product in your e-mail (3) Arising out of a criminal act committed address, domain name or metatags, or by or at the direction of the insured; any other similar tactics to mislead (4) Arising out of any breach of contract, another's potential customers; except an implied contract to use (11) Arising out of the violation of a another’s "advertising idea" in your person's right of privacy created by "advertisement"; any state or federal act. (5) Arising out of the failure of goods, However, this exclusion does not products or services to conform with apply to liability for damages that the any statement of quality or insured would have in the absence of performance made in your such state or federal act; "advertisement"; (12) Arising out of: (6) Arising out of the wrong description of (a) An "advertisement" for others on the price of goods, products or services; your web site; (7) Arising out of any violation of any (b) Placing a link to a web site of intellectual property rights such as others on your web site; copyright, patent, trademark, trade name, trade secret, service mark or (c) Content from a web site of others other designation of origin or displayed within a frame or border authenticity. on your web site. Content includes
However, this exclusion does not information, code, sounds, text, apply to infringement, in your graphics or images; or
"advertisement", of (d) Computer code, software or
programming used to enable: (a) Copyright;
(i) Your web site; or (b) Slogan, unless the slogan is also a trademark, trade name, service (ii) The presentation or functionality mark or other designation of origin of an "advertisement" or other or authenticity; or content on your web site;
BUSINESS LIABILITY COVERAGE FORM
(13) (a) Arising out of a violation of any anti- May be awarded or incurred by trust law; reason of any claim or suit
alleging actual or threatened injury (14) Arising out of the fluctuation in price or or damage of any nature or kind to value of any stocks, bonds or other persons or property which would securities; or not have occurred in whole or in (15) Arising out of discrimination or part but for the "asbestos hazard"; humiliation committed by or at the (b) Arise out of any request, demand, direction of any "executive officer", order or statutory or regulatory director, stockholder, partner or member of the insured. requirement that any insured or
others test for, monitor, clean up, q. Electronic Data remove, encapsulate, contain, Damages arising out of the loss of, loss of treat, detoxify or neutralize or in use of, damage to, corruption of, inability any way respond to or assess the to access, or inability to manipulate effects of an "asbestos hazard"; or "electronic data". (c) Arise out of any claim or suit for r. Employment-Related Practices damages because of testing for, monitoring, cleaning up, removing, "Bodily injury" or "personal and advertising encapsulating, containing, treating, injury" to:
detoxifying or neutralizing or in any (1) A person arising out of any: way responding to or assessing the (a) Refusal to employ that person; effects of an "asbestos hazard". (b) Termination of that person's t. Violation Of Statutes That Govern Eemployment; or Mails, Fax, Phone Calls Or Other (c) Employment-related practices, Methods Of Sending Material Or policies, acts or omissions, such as Information
coercion, demotion, evaluation, "Bodily injury", "property damage", or reassignment, discipline, "personal and advertising injury" arising defamation, harassment, humiliation directly or indirectly out of any action or or discrimination directed at that omission that violates or is alleged to person; or violate:
(2) The spouse, child, parent, brother or (1) The Telephone Consumer Protection sister of that person as a Act (TCPA), including any amendment consequence of "bodily injury" or of or addition to such law; "personal and advertising injury" to the (2) The CAN-SPAM Act of 2003, including person at whom any of the any amendment of or addition to such employment-related practices law; or described in Paragraphs , , or (a) (b) (c) above is directed. (3) Any statute, ordinance or regulation, other than the TCPA or CAN-SPAM Act This exclusion applies: of 2003, that prohibits or limits the (1) Whether the insured may be liable as sending, transmitting, communicating or an employer or in any other capacity; distribution of material or information. and Damage To Premises Rented To You –
(2) To any obligation to share damages Exception For Damage By Fire, Lightning with or repay someone else who must or Explosion
pay damages because of the injury. Exclusions through and through do c. h. k. o. s. Asbestos not apply to damage by fire, lightning or
(1) "Bodily injury", "property damage" or explosion to premises rented to you or "personal and advertising injury" temporarily occupied by you with permission of arising out of the "asbestos hazard". the owner. A separate Limit of Insurance applies to this coverage as described in (2) Any damages, judgments, settlements, Section - Liability And Medical Expenses D. loss, costs or expenses that: Limits Of Insurance.
Form SS 00 08 04 05 Page 9 of 24
BUSINESS LIABILITY COVERAGE FORM
2. Applicable To Medical Expenses Coverage e. A trust, you are an insured. Your trustees We will not pay expenses for "bodily injury": are also insureds, but only with respect to their duties as trustees. a. Any Insured 2. Each of the following is also an insured: To any insured, except "volunteer workers". a. Employees And Volunteer Workers b. Hired Person
Your "volunteer workers" only while To a person hired to do work for or on behalf performing duties related to the conduct of of any insured or a tenant of any insured. your business, or your "employees", other c. Injury On Normally Occupied Premises than either your "executive officers" (if you To a person injured on that part of are an organization other than a premises you own or rent that the person partnership, joint venture or limited liability normally occupies. company) or your managers (if you are a d. Workers' Compensation And Similar limited liability company), but only for acts Laws within the scope of their employment by
you or while performing duties related to To a person, whether or not an the conduct of your business. "employee" of any insured, if benefits for However, none of these "employees" or the "bodily injury" are payable or must be provided under a workers' compensation "volunteer workers" are insureds for:
or disability benefits law or a similar law. (1) "Bodily injury" or "personal and e. Athletics Activities advertising injury":
To a person injured while practicing, (a) To you, to your partners or members (if you are a partnership instructing or participating in any physical exercises or games, sports or athletic or joint venture), to your members contests. (if you are a limited liability
company), or to a co-"employee" f. Products-Completed Operations Hazard while in the course of his or her Included with the "products-completed employment or performing duties operations hazard". related to the conduct of your
g. Business Liability Exclusions business, or to your other "volunteer workers" while Excluded under Business Liability Coverage. performing duties related to the C. WHO IS AN INSURED conduct of your business;
1. If you are designated in the Declarations as: (b) To the spouse, child, parent, a. An individual, you and your spouse are brother or sister of that co- "employee" or that "volunteer insureds, but only with respect to the conduct of a business of which you are the worker" as a consequence of Paragraph above; (1)(a) sole owner.
b. A partnership or joint venture, you are an (c) For which there is any obligation to share damages with or repay insured. Your members, your partners, and someone else who must pay their spouses are also insureds, but only with damages because of the injury respect to the conduct of your business. described in Paragraphs or (1)(a) c. A limited liability company, you are an (b) above; or insured. Your members are also insureds, but only with respect to the conduct of your (d) Arising out of his or her providing business. Your managers are insureds, but or failing to provide professional only with respect to their duties as your health care services. managers. If you are not in the business of
d. An organization other than a partnership, providing professional health care services, Paragraph does not apply (d) joint venture or limited liability company, you are an insured. Your "executive officers" and to any nurse, emergency medical directors are insureds, but only with respect technician or paramedic employed by you to provide such services. to their duties as your officers or directors.
Your stockholders are also insureds, but only (2) "Property damage" to property:
with respect to their liability as stockholders. (a) Owned, occupied or used by,
BUSINESS LIABILITY COVERAGE FORM
(b) b. Rented to, in the care, custody or Coverage under this provision does not control of, or over which physical apply to:
control is being exercised for any (1) "Bodily injury" or "property damage" purpose by you, any of your that occurred; or "employees", "volunteer workers", (2) "Personal and advertising injury" any partner or member (if you are arising out of an offense committed a partnership or joint venture), or any member (if you are a limited before you acquired or formed the liability company). organization.
b. Real Estate Manager 4. Operator Of Mobile Equipment
Any person (other than your "employee" or With respect to "mobile equipment" registered in "volunteer worker"), or any organization your name under any motor vehicle registration while acting as your real estate manager. law, any person is an insured while driving such equipment along a public highway with your c. Temporary Custodians Of Your permission. Any other person or organization Property responsible for the conduct of such person is Any person or organization having proper also an insured, but only with respect to liability temporary custody of your property if you arising out of the operation of the equipment, and die, but only: only if no other insurance of any kind is available (1) With respect to liability arising out of the to that person or organization for this liability. maintenance or use of that property; and However, no person or organization is an insured with respect to: (2) Until your legal representative has been appointed. a. "Bodily injury" to a co-"employee" of the d. Legal Representative If You Die person driving the equipment; or Your legal representative if you die, but b. "Property damage" to property owned by, rented to, in the charge of or occupied by only with respect to duties as such. That you or the employer of any person who is representative will have all your rights and an insured under this provision. duties under this insurance.
5. Operator of Nonowned Watercraft e. Unnamed Subsidiary Any subsidiary and subsidiary thereof, of With respect to watercraft you do not own that is less than 51 feet long and is not being used yours which is a legally incorporated entity to carry persons for a charge, any person is an of which you own a financial interest of more than 50% of the voting stock on the insured while operating such watercraft with your permission. Any other person or effective date of this Coverage Part. organization responsible for the conduct of The insurance afforded herein for any such person is also an insured, but only with subsidiary not shown in the Declarations respect to liability arising out of the operation as a named insured does not apply to of the watercraft, and only if no other injury or damage with respect to which an insurance of any kind is available to that insured under this insurance is also an person or organization for this liability. insured under another policy or would be However, no person or organization is an an insured under such policy but for its insured with respect to: termination or upon the exhaustion of its limits of insurance. a. "Bodily injury" to a co-"employee" of the person operating the watercraft; or 3. Newly Acquired Or Formed Organization Any organization you newly acquire or form, b. "Property damage" to property owned by, rented to, in the charge of or occupied by other than a partnership, joint venture or you or the employer of any person who is limited liability company, and over which you maintain financial interest of more than 50% of an insured under this provision. the voting stock, will qualify as a Named 6. Additional Insureds When Required By Insured if there is no other similar insurance Written Contract, Written Agreement Or available to that organization. However: Permit
a. Coverage under this provision is afforded The person(s) or organization(s) identified in only until the 180th day after you acquire Paragraphs through below are additional a. f. or form the organization or the end of the insureds when you have agreed, in a written policy period, whichever is earlier; and
Form SS 00 08 04 05 Page 11 of 24
BUSINESS LIABILITY COVERAGE FORM
contract, written agreement or because of a Any failure to make such (e) permit issued by a state or political inspections, adjustments, tests or subdivision, that such person or organization servicing as the vendor has be added as an additional insured on your agreed to make or normally policy, provided the injury or damage occurs undertakes to make in the usual subsequent to the execution of the contract or course of business, in connection agreement, or the issuance of the permit. with the distribution or sale of the products; A person or organization is an additional (f) Demonstration, installation, insured under this provision only for that servicing or repair operations, period of time required by the contract, except such operations performed agreement or permit. at the vendor's premises in However, no such person or organization is an connection with the sale of the additional insured under this provision if such product; person or organization is included as an (g) Products which, after distribution additional insured by an endorsement issued or sale by you, have been labeled by us and made a part of this Coverage Part, or relabeled or used as a including all persons or organizations added container, part or ingredient of any as additional insureds under the specific other thing or substance by or for additional insured coverage grants in Section the vendor; or F. – Optional Additional Insured Coverages. (h) "Bodily injury" or "property a. Vendors
damage" arising out of the sole Any person(s) or organization(s) (referred to negligence of the vendor for its below as vendor), but only with respect to own acts or omissions or those of "bodily injury" or "property damage" arising its employees or anyone else out of "your products" which are distributed acting on its behalf. However, this or sold in the regular course of the vendor's exclusion does not apply to: business and only if this Coverage Part (i) The exceptions contained in provides coverage for "bodily injury" or Subparagraphs or ; or (d) (f) "property damage" included within the "products-completed operations hazard". Such inspections, adjustments, (ii) tests or servicing as the vendor (1) The insurance afforded to the vendor has agreed to make or normally is subject to the following additional undertakes to make in the usual exclusions:
course of business, in This insurance does not apply to: connection with the distribution (a) "Bodily injury" or "property or sale of the products. damage" for which the vendor is (2) This insurance does not apply to any obligated to pay damages by insured person or organization from reason of the assumption of whom you have acquired such products, liability in a contract or agreement. or any ingredient, part or container, This exclusion does not apply to entering into, accompanying or liability for damages that the containing such products. vendor would have in the absence b. Lessors Of Equipment of the contract or agreement;
(1) Any person or organization from (b) Any express warranty whom you lease equipment; but only unauthorized by you; with respect to their liability for "bodily (c) Any physical or chemical change injury", "property damage" or in the product made intentionally "personal and advertising injury" by the vendor; caused, in whole or in part, by your (d) Repackaging, except when maintenance, operation or use of unpacked solely for the purpose of equipment leased to you by such inspection, demonstration, testing, person or organization. or the substitution of parts under
instructions from the manufacturer,
and then repackaged in the
original container;
BUSINESS LIABILITY COVERAGE FORM
(2) e. Permits Issued By State Or Political With respect to the insurance afforded to these additional insureds, this Subdivisions
insurance does not apply to any (1) Any state or political subdivision, but "occurrence" which takes place after only with respect to operations you cease to lease that equipment. performed by you or on your behalf for c. Lessors Of Land Or Premises which the state or political subdivision has issued a permit. (1) Any person or organization from whom you lease land or premises, but With respect to the insurance afforded (2) only with respect to liability arising out to these additional insureds, this of the ownership, maintenance or use insurance does not apply to:
of that part of the land or premises (a) "Bodily injury", "property damage" leased to you. or "personal and advertising (2) With respect to the insurance afforded injury" arising out of operations to these additional insureds, this performed for the state or insurance does not apply to: municipality; or
(a) (b) Any "occurrence" which takes "Bodily injury" or "property damage" place after you cease to lease that included within the "productsland or be a tenant in that completed operations hazard". premises; or f. Any Other Party
(b) Structural alterations, new (1) Any other person or organization who construction or demolition is not an insured under Paragraphs a. operations performed by or on through . above, but only with e behalf of such person or respect to liability for "bodily injury", organization. "property damage" or "personal and d. Architects, Engineers Or Surveyors advertising injury" caused, in whole or in part, by your acts or omissions or (1) Any architect, engineer, or surveyor, but the acts or omissions of those acting only with respect to liability for "bodily on your behalf: injury", "property damage" or "personal and advertising injury" caused, in whole In the performance of your (a) or in part, by your acts or omissions or ongoing operations; the acts or omissions of those acting on (b) In connection with your premises your behalf: owned by or rented to you; or (a) In connection with your premises; (c) In connection with "your work" and or included within the "products-
(b) In the performance of your completed operations hazard", but ongoing operations performed by only if
you or on your behalf. (i) The written contract or written (2) With respect to the insurance afforded agreement requires you to to these additional insureds, the provide such coverage to following additional exclusion applies: such additional insured; and This insurance does not apply to This Coverage Part provides (ii) "bodily injury", "property damage" or coverage for "bodily injury" or "personal and advertising injury" "property damage" included arising out of the rendering of or the within the "productsfailure to render any professional completed operations hazard". services by or for you, including: (2) With respect to the insurance afforded (a) The preparing, approving, or to these additional insureds, this failure to prepare or approve, insurance does not apply to:
maps, shop drawings, opinions, "Bodily injury", "property damage" or reports, surveys, field orders, "personal and advertising injury" change orders, designs or arising out of the rendering of, or the drawings and specifications; or failure to render, any professional (b) Supervisory, inspection, architectural, engineering or surveying architectural or engineering services, including:
activities.
Form SS 00 08 04 05 Page 13 of 24
BUSINESS LIABILITY COVERAGE FORM
(a) The preparing, approving, or This General Aggregate limit does not failure to prepare or approve, apply to "property damage" to premises maps, shop drawings, opinions, while rented to you or temporarily reports, surveys, field orders, occupied by you with permission of the change orders, designs or owner, arising out of fire, lightning or drawings and specifications; or explosion.
(b) 3. Each Occurrence Limit Supervisory, inspection,
architectural or engineering Subject to or above, whichever 2.a. 2.b activities. applies, the most we will pay for the sum of all The limits of insurance that apply to additional damages because of all "bodily injury", insureds are described in Section – Limits "property damage" and medical expenses D.
Of Insurance. arising out of any one "occurrence" is the How this insurance applies when other Liability and Medical Expenses Limit shown in the Declarations. insurance is available to an additional insured is described in the Other Insurance Condition The most we will pay for all medical expenses in Section – Liability And Medical Expenses because of "bodily injury" sustained by any E.
General Conditions. one person is the Medical Expenses Limit No person or organization is an insured with shown in the Declarations. respect to the conduct of any current or past 4. Personal And Advertising Injury Limit partnership, joint venture or limited liability Subject to above, the most we will pay for 2.b. company that is not shown as a Named Insured in the sum of all damages because of all the Declarations. "personal and advertising injury" sustained by D. LIABILITY AND MEDICAL EXPENSES any one person or organization is the Personal and Advertising Injury Limit shown in the LIMITS OF INSURANCE Declarations.
1. The Most We Will Pay 5. Damage To Premises Rented To You Limit The Limits of Insurance shown in the The Damage To Premises Rented To You Declarations and the rules below fix the most Limit is the most we will pay under Business we will pay regardless of the number of: Liability Coverage for damages because of a. Insureds; "property damage" to any one premises, while b. Claims made or "suits" brought; or rented to you, or in the case of damage by fire, c. Persons or organizations making claims or lightning or explosion, while rented to you or bringing "suits". temporarily occupied by you with permission of the owner. 2. Aggregate Limits
In the case of damage by fire, lightning or The most we will pay for: explosion, the Damage to Premises Rented To a. Damages because of "bodily injury" and You Limit applies to all damage proximately "property damage" included in the caused by the same event, whether such "products-completed operations hazard" is damage results from fire, lightning or explosion the Products-Completed Operations or any combination of these. Aggregate Limit shown in the 6. How Limits Apply To Additional Insureds Declarations.
The most we will pay on behalf of a person or b. Damages because of all other "bodily organization who is an additional insured injury", "property damage" or "personal under this Coverage Part is the lesser of: and advertising injury", including medical expenses, is the General Aggregate Limit a. The limits of insurance specified in a shown in the Declarations. written contract, written agreement or permit issued by a state or political This General Aggregate Limit applies subdivision; or separately to each of your "locations" owned by or rented to you. b. The Limits of Insurance shown in the Declarations. "Location" means premises involving the
same or connecting lots, or premises Such amount shall be a part of and not in whose connection is interrupted only by a addition to the Limits of Insurance shown in street, roadway or right-of-way of a the Declarations and described in this Section. railroad.
BUSINESS LIABILITY COVERAGE FORM
If more than one limit of insurance under this Immediately send us copies of any (1) policy and any endorsements attached thereto demands, notices, summonses or applies to any claim or "suit", the most we will pay legal papers received in connection under this policy and the endorsements is the with the claim or "suit"; single highest limit of liability of all coverages (2) Authorize us to obtain records and applicable to such claim or "suit". However, this other information; paragraph does not apply to the Medical Expenses (3) Cooperate with us in the investigation, limit set forth in Paragraph above. 3. settlement of the claim or defense The Limits of Insurance of this Coverage Part apply against the "suit"; and separately to each consecutive annual period and to (4) Assist us, upon our request, in the any remaining period of less than 12 months, starting enforcement of any right against any with the beginning of the policy period shown in the person or organization that may be Declarations, unless the policy period is extended liable to the insured because of injury after issuance for an additional period of less than 12 or damage to which this insurance months. In that case, the additional period will be may also apply. deemed part of the last preceding period for purposes d. Obligations At The Insured's Own Cost of determining the Limits of Insurance.
No insured will, except at that insured's own E. LIABILITY AND MEDICAL EXPENSES cost, voluntarily make a payment, assume GENERAL CONDITIONS any obligation, or incur any expense, other
1. Bankruptcy than for first aid, without our consent.
Bankruptcy or insolvency of the insured or of e. Additional Insured's Other Insurance the insured's estate will not relieve us of our If we cover a claim or "suit" under this obligations under this Coverage Part. Coverage Part that may also be covered
2. Duties In The Event Of Occurrence, by other insurance available to an Offense, Claim Or Suit additional insured, such additional insured must submit such claim or "suit" to the a. Notice Of Occurrence Or Offense other insurer for defense and indemnity. You or any additional insured must see to However, this provision does not apply to it that we are notified as soon as the extent that you have agreed in a practicable of an "occurrence" or an written contract, written agreement or offense which may result in a claim. To permit that this insurance is primary and the extent possible, notice should include: non-contributory with the additional (1) How, when and where the "occurrence" insured's own insurance. or offense took place; f. Knowledge Of An Occurrence, Offense, (2) The names and addresses of any Claim Or Suit injured persons and witnesses; and Paragraphs and apply to you or to a. b. (3) The nature and location of any injury any additional insured only when such or damage arising out of the "occurrence", offense, claim or "suit" is "occurrence" or offense. known to:
b. Notice Of Claim (1) You or any additional insured that is If a claim is made or "suit" is brought an individual;
against any insured, you or any additional (2) Any partner, if you or an additional insured must: insured is a partnership; (1) Immediately record the specifics of the (3) Any manager, if you or an additional claim or "suit" and the date received; insured is a limited liability company; and (4) Any "executive officer" or insurance (2) Notify us as soon as practicable. manager, if you or an additional You or any additional insured must see to insured is a corporation; it that we receive a written notice of the (5) Any trustee, if you or an additional claim or "suit" as soon as practicable. insured is a trust; or c. Assistance And Cooperation Of The (6) Any elected or appointed official, if you Insured or an additional insured is a political You and any other involved insured must: subdivision or public entity.
Form SS 00 08 04 05 Page 15 of 24
BUSINESS LIABILITY COVERAGE FORM
This Paragraph applies separately to We have issued this policy in reliance f. (3) you and any additional insured. upon your representations.
3. Financial Responsibility Laws b. Unintentional Failure To Disclose Hazards a. When this policy is certified as proof of
financial responsibility for the future under If unintentionally you should fail to disclose the provisions of any motor vehicle all hazards relating to the conduct of your financial responsibility law, the insurance business at the inception date of this provided by the policy for "bodily injury" Coverage Part, we shall not deny any liability and "property damage" liability will coverage under this Coverage Part comply with the provisions of the law to because of such failure. the extent of the coverage and limits of 7. Other Insurance insurance required by that law. If other valid and collectible insurance is b. With respect to "mobile equipment" to available for a loss we cover under this which this insurance applies, we will Coverage Part, our obligations are limited as provide any liability, uninsured motorists, follows: underinsured motorists, no-fault or other a. Primary Insurance coverage required by any motor vehicle law. We will provide the required limits for This insurance is primary except when b. those coverages. below applies. If other insurance is also primary, we will share with all that other 4. Legal Action Against Us insurance by the method described in c. No person or organization has a right under below. this Coverage Form:
b. Excess Insurance
a. To join us as a party or otherwise bring us
This insurance is excess over any of the into a "suit" asking for damages from an other insurance, whether primary, excess, insured; or
contingent or on any other basis: b. To sue us on this Coverage Form unless all of its terms have been fully complied (1) Your Work with. That is Fire, Extended Coverage,
A person or organization may sue us to recover Builder's Risk, Installation Risk or on an agreed settlement or on a final judgment similar coverage for "your work"; against an insured; but we will not be liable for (2) Premises Rented To You damages that are not payable under the terms of That is fire, lightning or explosion this insurance or that are in excess of the insurance for premises rented to you applicable limit of insurance. An agreed or temporarily occupied by you with settlement means a settlement and release of permission of the owner; liability signed by us, the insured and the claimant or the claimant's legal representative. (3) Tenant Liability
5. Separation Of Insureds That is insurance purchased by you to cover your liability as a tenant for Except with respect to the Limits of Insurance, "property damage" to premises rented and any rights or duties specifically assigned to you or temporarily occupied by you in this policy to the first Named Insured, this with permission of the owner; insurance applies:
(4) Aircraft, Auto Or Watercraft a. As if each Named Insured were the only Named Insured; and If the loss arises out of the maintenance or use of aircraft, "autos" or watercraft to b. Separately to each insured against whom the extent not subject to Exclusion of g. a claim is made or "suit" is brought. Section – Coverages. A.
6. Representations (5) Property Damage To Borrowed a. When You Accept This Policy Equipment Or Use Of Elevators By accepting this policy, you agree: If the loss arises out of "property (1) The statements in the Declarations damage" to borrowed equipment or are accurate and complete; the use of elevators to the extent not subject to Exclusion of Section – k. A. (2) Those statements are based upon Coverages. representations you made to us; and
BUSINESS LIABILITY COVERAGE FORM
(6) When You Are Added As An When this insurance is excess over other Additional Insured To Other insurance, we will pay only our share of Insurance the amount of the loss, if any, that
exceeds the sum of: That is other insurance available to you covering liability for damages The total amount that all such other (1) arising out of the premises or insurance would pay for the loss in the operations, or products and completed absence of this insurance; and operations, for which you have been (2) The total of all deductible and selfadded as an additional insured by that insured amounts under all that other insurance; or insurance.
(7) When You Add Others As An We will share the remaining loss, if any, with Additional Insured To This any other insurance that is not described in Insurance this Excess Insurance provision and was not That is other insurance available to an bought specifically to apply in excess of the additional insured. Limits of Insurance shown in the
However, the following provisions Declarations of this Coverage Part. apply to other insurance available to c. Method Of Sharing any person or organization who is an If all the other insurance permits additional insured under this Coverage contribution by equal shares, we will follow Part: this method also. Under this approach, (a) Primary Insurance When each insurer contributes equal amounts Required By Contract until it has paid its applicable limit of insurance or none of the loss remains, This insurance is primary if you whichever comes first. have agreed in a written contract, written agreement or permit that If any of the other insurance does not permit this insurance be primary. If other contribution by equal shares, we will insurance is also primary, we will contribute by limits. Under this method, each share with all that other insurance insurer’s share is based on the ratio of its by the method described in applicable limit of insurance to the total c. below. applicable limits of insurance of all insurers.
(b) Primary And Non-Contributory 8. Transfer Of Rights Of Recovery Against To Other Insurance When Others To Us
Required By Contract a. Transfer Of Rights Of Recovery
If you have agreed in a written If the insured has rights to recover all or contract, written agreement or part of any payment, including permit that this insurance is Supplementary Payments, we have made primary and non-contributory with under this Coverage Part, those rights are the additional insured's own transferred to us. The insured must do insurance, this insurance is nothing after loss to impair them. At our primary and we will not seek request, the insured will bring "suit" or contribution from that other transfer those rights to us and help us insurance. enforce them. This condition does not Paragraphs and do not apply to apply to Medical Expenses Coverage. (a) (b) other insurance to which the additional b. Waiver Of Rights Of Recovery (Waiver insured has been added as an Of Subrogation) additional insured. If the insured has waived any rights of When this insurance is excess, we will recovery against any person or have no duty under this Coverage Part to organization for all or part of any payment, defend the insured against any "suit" if any including Supplementary Payments, we other insurer has a duty to defend the have made under this Coverage Part, we insured against that "suit". If no other also waive that right, provided the insured insurer defends, we will undertake to do waived their rights of recovery against so, but we will be entitled to the insured's such person or organization in a contract, rights against all those other insurers. agreement or permit that was executed prior to the injury or damage.
Form SS 00 08 04 05 Page 17 of 24
BUSINESS LIABILITY COVERAGE FORM
F. OPTIONAL ADDITIONAL INSURED 3. Additional Insured - Grantor Of Franchise COVERAGES WHO IS AN INSURED under Section is C.
amended to include as an additional insured If listed or shown as applicable in the Declarations, the person(s) or organization(s) shown in the one or more of the following Optional Additional Declarations as an Additional Insured - Insured Coverages also apply. When any of these Grantor Of Franchise, but only with respect to Optional Additional Insured Coverages apply, their liability as grantor of franchise to you. Paragraph (Additional Insureds When Required 6. by Written Contract, Written Agreement or Permit) 4. Additional Insured - Lessor Of Leased of Section , Who Is An Insured, does not apply C. Equipment to the person or organization shown in the a. C. WHO IS AN INSURED under Section is Declarations. These coverages are subject to the amended to include as an additional terms and conditions applicable to Business insured the person(s) or organization(s) Liability Coverage in this policy, except as shown in the Declarations as an Additional provided below: Insured – Lessor of Leased Equipment,
1. Additional Insured - Designated Person Or but only with respect to liability for "bodily Organization injury", "property damage" or "personal
and advertising injury" caused, in whole or WHO IS AN INSURED under Section is C. in part, by your maintenance, operation or amended to include as an additional insured use of equipment leased to you by such the person(s) or organization(s) shown in the person(s) or organization(s). Declarations, but only with respect to liability for "bodily injury", "property damage" or b. With respect to the insurance afforded to "personal and advertising injury" caused, in these additional insureds, this insurance whole or in part, by your acts or omissions or does not apply to any "occurrence" which the acts or omissions of those acting on your takes place after you cease to lease that behalf: equipment.
a. 5. Additional Insured - Owners Or Other In the performance of your ongoing operations; or Interests From Whom Land Has Been
Leased b. In connection with your premises owned
by or rented to you. a. C. WHO IS AN INSURED under Section is amended to include as an additional 2. Additional Insured - Managers Or Lessors insured the person(s) or organization(s) Of Premises shown in the Declarations as an Additional
a. C. WHO IS AN INSURED under Section is Insured – Owners Or Other Interests From amended to include as an additional insured Whom Land Has Been Leased, but only the person(s) or organization(s) shown in the with respect to liability arising out of the Declarations as an Additional Insured - ownership, maintenance or use of that part Designated Person Or Organization; but only of the land leased to you and shown in the with respect to liability arising out of the Declarations. ownership, maintenance or use of that part of b. With respect to the insurance afforded to the premises leased to you and shown in the these additional insureds, the following Declarations. additional exclusions apply: b. With respect to the insurance afforded to This insurance does not apply to: these additional insureds, the following additional exclusions apply: (1) Any "occurrence" that takes place after you cease to lease that land; or This insurance does not apply to:
(2) Structural alterations, new (1) Any "occurrence" which takes place construction or demolition operations after you cease to be a tenant in that performed by or on behalf of such premises; or person or organization. (2) Structural alterations, new 6. Additional Insured - State Or Political construction or demolition operations Subdivision – Permits performed by or on behalf of such person or organization. a. C. WHO IS AN INSURED under Section is amended to include as an additional
insured the state or political subdivision
shown in the Declarations as an Additional
BUSINESS LIABILITY COVERAGE FORM
Insured – State Or Political Subdivision - Any failure to make such (e) Permits, but only with respect to inspections, adjustments, tests or operations performed by you or on your servicing as the vendor has agreed behalf for which the state or political to make or normally undertakes to subdivision has issued a permit. make in the usual course of business, in connection with the b. With respect to the insurance afforded to distribution or sale of the products; these additional insureds, the following additional exclusions apply: (f) Demonstration, installation, servicing or repair operations, This insurance does not apply to: except such operations performed (1) "Bodily injury", "property damage" or at the vendor's premises in "personal and advertising injury" connection with the sale of the arising out of operations performed for product; the state or municipality; or (g) Products which, after distribution (2) "Bodily injury" or "property damage" or sale by you, have been labeled included in the "product-completed or relabeled or used as a operations" hazard. container, part or ingredient of any
7. Additional Insured – Vendors other thing or substance by or for a. C. WHO IS AN INSURED under Section is the vendor; or amended to include as an additional (h) "Bodily injury" or "property insured the person(s) or organization(s) damage" arising out of the sole (referred to below as vendor) shown in the negligence of the vendor for its Declarations as an Additional Insured - own acts or omissions or those of Vendor, but only with respect to "bodily its employees or anyone else injury" or "property damage" arising out of acting on its behalf. However, this "your products" which are distributed or exclusion does not apply to:
sold in the regular course of the vendor's (i) The exceptions contained in business and only if this Coverage Part Subparagraphs or ; or (d) (f) provides coverage for "bodily injury" or (ii) Such inspections, "property damage" included within the adjustments, tests or servicing "products-completed operations hazard". as the vendor has agreed to b. The insurance afforded to the vendor is make or normally undertakes subject to the following additional exclusions: to make in the usual course of (1) This insurance does not apply to: business, in connection with the distribution or sale of the (a) "Bodily injury" or "property products. damage" for which the vendor is obligated to pay damages by (2) This insurance does not apply to any reason of the assumption of insured person or organization from liability in a contract or agreement. whom you have acquired such This exclusion does not apply to products, or any ingredient, part or liability for damages that the container, entering into, vendor would have in the absence accompanying or containing such of the contract or agreement; products.
(b) Any express warranty 8. Additional Insured – Controlling Interest unauthorized by you; WHO IS AN INSURED under Section is C. (c) Any physical or chemical change amended to include as an additional insured in the product made intentionally the person(s) or organization(s) shown in the by the vendor; Declarations as an Additional Insured –
Controlling Interest, but only with respect to (d) Repackaging, unless unpacked their liability arising out of: solely for the purpose of inspection, demonstration, testing, or the a. Their financial control of you; or substitution of parts under b. Premises they own, maintain or control instructions from the manufacturer, while you lease or occupy these premises. and then repackaged in the original container;
Form SS 00 08 04 05 Page 19 of 24
BUSINESS LIABILITY COVERAGE FORM
This insurance does not apply to structural The limits of insurance that apply to additional alterations, new construction and demolition insureds are described in Section – Limits Of D. operations performed by or for that person or Insurance. organization. How this insurance applies when other insurance
9. Additional Insured – Owners, Lessees Or is available to an additional insured is described in Contractors – Scheduled Person Or the Other Insurance Condition in Section – E.
Organization Liability And Medical Expenses General
a. C. WHO IS AN INSURED under Section is Conditions.
amended to include as an additional G. LIABILITY AND MEDICAL EXPENSES insured the person(s) or organization(s) DEFINITIONS shown in the Declarations as an Additional
1. "Advertisement" means the widespread public Insured – Owner, Lessees Or Contractors, but only with respect to liability for "bodily dissemination of information or images that has the purpose of inducing the sale of goods, injury", "property damage" or "personal and advertising injury" caused, in whole or products or services through:
in part, by your acts or omissions or the a. (1) Radio; acts or omissions of those acting on your (2) Television; behalf: (3) Billboard; (1) In the performance of your ongoing (4) Magazine; operations for the additional (5) Newspaper; insured(s); or b. The Internet, but only that part of a web (2) In connection with "your work" site that is about goods, products or performed for that additional insured services for the purposes of inducing the and included within the "products- sale of goods, products or services; or completed operations hazard", but only if this Coverage Part provides c. Any other publication that is given coverage for "bodily injury" or widespread public distribution. "property damage" included within the However, "advertisement" does not include:
"products-completed operations a. The design, printed material, information hazard". or images contained in, on or upon the b. With respect to the insurance afforded to packaging or labeling of any goods or these additional insureds, this insurance products; or does not apply to "bodily injury", "property b. An interactive conversation between or damage" or "personal an advertising among persons through a computer network. injury" arising out of the rendering of, or
2. "Advertising idea" means any idea for an the failure to render, any professional architectural, engineering or surveying "advertisement". services, including: 3. "Asbestos hazard" means an exposure or (1) The preparing, approving, or failure to threat of exposure to the actual or alleged prepare or approve, maps, shop properties of asbestos and includes the mere drawings, opinions, reports, surveys, presence of asbestos in any form. field orders, change orders, designs or 4. "Auto" means a land motor vehicle, trailer or drawings and specifications; or semi-trailer designed for travel on public (2) Supervisory, inspection, architectural roads, including any attached machinery or or engineering activities. equipment. But "auto" does not include "mobile equipment". 10. Additional Insured – Co-Owner Of Insured Premises 5. "Bodily injury" means physical:
WHO IS AN INSURED under Section is C. a. Injury;
amended to include as an additional insured b. Sickness; or the person(s) or Organization(s) shown in the c. Disease Declarations as an Additional Insured – CoOwner Of Insured Premises, but only with sustained by a person and, if arising out of the above, mental anguish or death at any time. respect to their liability as co-owner of the premises shown in the Declarations. 6. "Coverage territory" means:
BUSINESS LIABILITY COVERAGE FORM
a. b. The United States of America (including its You have failed to fulfill the terms of a territories and possessions), Puerto Rico contract or agreement; and Canada; if such property can be restored to use by:
b. International waters or airspace, but only if a. The repair, replacement, adjustment or the injury or damage occurs in the course removal of "your product" or "your work"; of travel or transportation between any or places included in above; a. b. Your fulfilling the terms of the contract or c. All other parts of the world if the injury or agreement. damage arises out of: 12. "Insured contract" means:
(1) Goods or products made or sold by you a. A contract for a lease of premises. in the territory described in above; a.
However, that portion of the contract for a (2) The activities of a person whose home lease of premises that indemnifies any is in the territory described in . a person or organization for damage by fire, above, but is away for a short time on lightning or explosion to premises while your business; or rented to you or temporarily occupied by (3) "Personal and advertising injury" you with permission of the owner is offenses that take place through the subject to the Damage To Premises Internet or similar electronic means of Rented To You limit described in Section communication – Liability and Medical Expenses Limits D. of Insurance. provided the insured's responsibility to pay damages is determined in the United States of A sidetrack agreement; b.
America (including its territories and c. Any easement or license agreement, possessions), Puerto Rico or Canada, in a including an easement or license "suit" on the merits according to the agreement in connection with construction substantive law in such territory, or in a or demolition operations on or within 50 settlement we agree to. feet of a railroad;
7. "Electronic data" means information, facts or d. Any obligation, as required by ordinance, programs: to indemnify a municipality, except in
a. Stored as or on; connection with work for a municipality; b. Created or used on; or e. An elevator maintenance agreement; or c. Transmitted to or from f. That part of any other contract or computer software, including systems and agreement pertaining to your business applications software, hard or floppy disks, (including an indemnification of a CD-ROMS, tapes, drives, cells, data municipality in connection with work processing devices or any other media which performed for a municipality) under which are used with electronically controlled you assume the tort liability of another equipment. party to pay for "bodily injury" or "property damage" to a third person or organization, 8. "Employee" includes a "leased worker". provided the "bodily injury" or "property "Employee" does not include a "temporary damage" is caused, in whole or in part, by worker". you or by those acting on your behalf. 9. "Executive officer" means a person holding Tort liability means a liability that would be any of the officer positions created by your imposed by law in the absence of any charter, constitution, by-laws or any other contract or agreement. similar governing document. Paragraph includes that part of any f.
10. "Hostile fire" means one which becomes contract or agreement that indemnifies a uncontrollable or breaks out from where it was railroad for "bodily injury" or "property intended to be. damage" arising out of construction or
11. "Impaired property" means tangible property, demolition operations within 50 feet of any other than "your product" or "your work", that railroad property and affecting any railroad cannot be used or is less useful because: bridge or trestle, tracks, road-beds, tunnel, underpass or crossing. a. It incorporates "your product" or "your work" that is known or thought to be defective, However, Paragraph does not include f. deficient, inadequate or dangerous; or that part of any contract or agreement:
Form SS 00 08 04 05 Page 21 of 24
BUSINESS LIABILITY COVERAGE FORM
(1) (1) That indemnifies an architect, Power cranes, shovels, loaders, engineer or surveyor for injury or diggers or drills; or damage arising out of: (2) Road construction or resurfacing (a) Preparing, approving or failing to equipment such as graders, scrapers prepare or approve maps, shop or rollers;
drawings, opinions, reports, e. a. b. c. d. Vehicles not described in , , , or surveys, field orders, change above that are not self-propelled and are orders, designs or drawings and maintained primarily to provide mobility to specifications; or permanently attached equipment of the (b) Giving directions or instructions, following types:
or failing to give them, if that is the (1) Air compressors, pumps and primary cause of the injury or generators, including spraying, damage; or welding, building cleaning, (2) Under which the insured, if an geophysical exploration, lighting and architect, engineer or surveyor, well servicing equipment; or assumes liability for an injury or (2) Cherry pickers and similar devices damage arising out of the insured's used to raise or lower workers; rendering or failure to render f. a. b. c. d. Vehicles not described in , , , or professional services, including those above maintained primarily for purposes listed in above and supervisory, (1) other than the transportation of persons or inspection, architectural or cargo. engineering activities.
However, self-propelled vehicles with the 13. "Leased worker" means a person leased to following types of permanently attached you by a labor leasing firm under an equipment are not "mobile equipment" but agreement between you and the labor leasing will be considered "autos": firm, to perform duties related to the conduct of your business. "Leased worker" does not (1) Equipment, of at least 1,000 pounds include a "temporary worker". gross vehicle weight, designed primarily for: 14. "Loading or unloading" means the handling of property: (a) Snow removal;
a. After it is moved from the place where it is (b) Road maintenance, but not accepted for movement into or onto an construction or resurfacing; or aircraft, watercraft or "auto"; (c) Street cleaning;
b. While it is in or on an aircraft, watercraft or (2) Cherry pickers and similar devices "auto"; or mounted on automobile or truck
c. While it is being moved from an aircraft, chassis and used to raise or lower watercraft or "auto" to the place where it is workers; and finally delivered; (3) Air compressors, pumps and
but "loading or unloading" does not include the generators, including spraying, movement of property by means of a mechanical welding, building cleaning, device, other than a hand truck, that is not geophysical exploration, lighting and attached to the aircraft, watercraft or "auto". well servicing equipment.
15. "Mobile equipment" means any of the following 16. "Occurrence" means an accident, including types of land vehicles, including any attached continuous or repeated exposure to substantially machinery or equipment: the same general harmful conditions. a. Bulldozers, farm machinery, forklifts and 17. "Personal and advertising injury" means injury, other vehicles designed for use principally including consequential "bodily injury", arising off public roads; out of one or more of the following offenses:
b. Vehicles maintained for use solely on or a. False arrest, detention or imprisonment; next to premises you own or rent; b. Malicious prosecution; c. Vehicles that travel on crawler treads;
d. Vehicles, whether self-propelled or not, on
which are permanently mounted:
BUSINESS LIABILITY COVERAGE FORM
c. The wrongful eviction from, wrongful entry Work that may need service, maintenance, into, or invasion of the right of private correction, repair or replacement, but occupancy of a room, dwelling or which is otherwise complete, will be premises that the person occupies, treated as completed. committed by or on behalf of its owner, The "bodily injury" or "property damage" landlord or lessor; must occur away from premises you own d. Oral, written or electronic publication of or rent, unless your business includes the material that slanders or libels a person or selling, handling or distribution of "your organization or disparages a person's or product" for consumption on premises you organization's goods, products or services; own or rent. e. b. Oral, written or electronic publication of Does not include "bodily injury" or material that violates a person's right of "property damage" arising out of:
privacy; (1) The transportation of property, unless
f. Copying, in your "advertisement", a the injury or damage arises out of a person’s or organization’s "advertising condition in or on a vehicle not owned idea" or style of "advertisement"; or operated by you, and that condition g. was created by the "loading or Infringement of copyright, slogan, or title of any literary or artistic work, in your unloading" of that vehicle by any "advertisement"; or insured; or
h. Discrimination or humiliation that results in (2) The existence of tools, uninstalled injury to the feelings or reputation of a equipment or abandoned or unused natural person. materials.
18. "Pollutants" means any solid, liquid, gaseous or 20. "Property damage" means:
thermal irritant or contaminant, including smoke, a. Physical injury to tangible property, vapor, soot, fumes, acids, alkalis, chemicals and including all resulting loss of use of that waste. Waste includes materials to be recycled, property. All such loss of use shall be reconditioned or reclaimed. deemed to occur at the time of the
19. "Products-completed operations hazard"; physical injury that caused it; or a. b. Loss of use of tangible property that is not Includes all "bodily injury" and "property damage" occurring away from premises physically injured. All such loss of use you own or rent and arising out of "your shall be deemed to occur at the time of product" or "your work" except: "occurrence" that caused it. (1) Products that are still in your physical As used in this definition, "electronic data" is possession; or not tangible property.
(2) Work that has not yet been completed 21. "Suit" means a civil proceeding in which or abandoned. However, "your work" damages because of "bodily injury", "property will be deemed to be completed at the damage" or "personal and advertising injury" earliest of the following times: to which this insurance applies are alleged. "Suit" includes: (a) When all of the work called for in your contract has been completed. a. An arbitration proceeding in which such damages are claimed and to which the (b) When all of the work to be done at insured must submit or does submit with the job site has been completed if our consent; or your contract calls for work at more than one job site. b. Any other alternative dispute resolution proceeding in which such damages are (c) When that part of the work done at claimed and to which the insured submits a job site has been put to its with our consent. intended use by any person or organization other than another 22. "Temporary worker" means a person who is contractor or subcontractor furnished to you to substitute for a permanent working on the same project. "employee" on leave or to meet seasonal or short-term workload conditions.
23. "Volunteer worker" means a person who:
a. Is not your "employee";
Form SS 00 08 04 05 Page 23 of 24
BUSINESS LIABILITY COVERAGE FORM
b. (2) Donates his or her work; The providing of or failure to provide warnings or instructions. c. Acts at the direction of and within the scope of duties determined by you; and Does not include vending machines or c. d. Is not paid a fee, salary or other other property rented to or located for the compensation by you or anyone else for use of others but not sold. their work performed for you. 25. "Your work":
24. "Your product": a. Means:
a. Means: (1) Work or operations performed by you
(1) Any goods or products, other than real or on your behalf; and property, manufactured, sold, handled, (2) Materials, parts or equipment distributed or disposed of by: furnished in connection with such work (a) You; or operations.
(b) b. Others trading under your name; Includes:
or (1) Warranties or representations made at
(c) A person or organization whose any time with respect to the fitness, business or assets you have quality, durability, performance or use acquired; and of "your work"; and
(2) (2) Containers (other than vehicles), The providing of or failure to provide materials, parts or equipment warnings or instructions. furnished in connection with such
goods or products.
b. Includes:
(1) Warranties or representations made at
any time with respect to the fitness,
quality, durability, performance or use
of "your product"; and
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
Countersigned by
Authorized Representative
Form WC 04 03 06 (1) Printed in U.S.A.
Policy Expiration Date:
WAIVER OF OUR RIGHT TO RECOVER FROM
OTHERS ENDORSEMENT - CALIFORNIA
Policy Number: Endorsement Number:
Effective Date: Effective hour is the same as stated on the Information Page of the policy.
Named Insured and Address:
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.
The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration.
SCHEDULE
Person or Organization Job Description
Any person or organization from whom you are required by written contract or agreement to obtain this waiver of rights from us
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KƌŐĂŶŝnjĂƚŝŽŶƐĂƌĞĐŽŵƉůĞdž͕ŵƵůƚŝͲĨĂĐĞƚĞĚŽƌŐĂŶŝƐŵƐƚŚĂƚƚĂŬĞƚŝŵĞĂŶĚƐƚƌĂƚĞŐLJƚŽĚĞǀĞůŽƉĂŶĚ ƐŚĂƉĞ͘tŚŝůĞĞŵƉůŽLJĞĞƐĂƌĞĨŽĐƵƐĞĚŽŶĚĞůŝǀĞƌŝŶŐƐĞƌǀŝĐĞƐ͕ƚŚĞƌĞŝƐ͞ĐĂƌĞĂŶĚĨĞĞĚŝŶŐ͟ŽĨƚŚĞ ŽƌŐĂŶŝnjĂƚŝŽŶ͕ƐƚƌƵĐƚƵƌĞ͕ĂŶĚƐLJƐƚĞŵƐƚŚĂƚŶĞĞĚƚŽďĞĚŽŶĞƚŽƐƵƉƉŽƌƚƚŚĞǁŽƌŬĨŽƌĐĞ͕ŵŽůĚ ĐƵůƚƵƌĞ͕ĂŶĚĚĞůŝǀĞƌƐĞƌǀŝĐĞƐͬŵŝƐƐŝŽŶ͘DZ'ďƌŝŶŐƐĚĞĞƉŽƌŐĂŶŝnjĂƚŝŽŶĂůĚĞǀĞůŽƉŵĞŶƚĂŶĚŚƵŵĂŶ ƌĞƐŽƵƌĐĞƐĞdžƉĞƌŝĞŶĐĞƚŽŚĞůƉŽƌŐĂŶŝnjĂƚŝŽŶƐŝŶǀĞƐƚŝŶƚŚĞŝƌŽƉĞƌĂƚŝŽŶƐΖƐƚƌĂƚĞŐŝĐ͕ŚĂŶĚƐͲŽŶ ĚĞǀĞůŽƉŵĞŶƚ͘
^KW
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ŝƚLJŽĨWĂĐŝĨŝĐ'ƌŽǀĞ
ŝƚLJͲǁŝĚĞKƌŐĂŶŝnjĂƚŝŽŶĂůŝĂŐŶŽƐƚŝĐĂŶĚ
KƌŐĂŶŝnjĂƚŝŽŶĂůĂŶĚ^ƚĂĨĨŝŶŐƐƐĞƐƐŵĞŶƚŽĨƚŚĞWƵďůŝĐtŽƌŬƐĞƉĂƌƚŵĞŶƚ dŚĞŝƚLJŽĨWĂĐŝĮĐ'ƌŽǀĞŝƐŝŶƚĞƌĞƐƚĞĚŝŶŚŝƌŝŶŐĂĮƌŵƚŽĐŽŶĚƵĐƚĂĐŽŵƉƌĞŚĞŶƐŝǀĞŝƚLJͲǁŝĚĞ ŽƌŐĂŶŝnjĂƟŽŶĂůĂŶĚƐƚĂĸŶŐůĞǀĞůĂƐƐĞƐƐŵĞŶƚ͘/ƚŝƐƵŶĚĞƌƐƚŽŽĚƚŚĂƚƚŚŝƐĞīŽƌƚĐŽƵůĚďĞĂŵƵůƟͲ LJĞĂƌƉƌŽũĞĐƚĚƵĞƚŽĐŽƐƚ͕ƟŵĞĐŽŶƐƚƌĂŝŶƚƐ͕ĂŶĚŝŵƉĂĐƚƚŽƚŚĞŽƌŐĂŶŝnjĂƟŽŶ͘ƐƐƵĐŚ͕ƚŚĞŝƚLJŚĂƐ ƌĞƋƵĞƐƚĞĚDZ'ƚŽƉƌŽǀŝĚĞĂƉƌŽƉŽƐĂůƚŽĐŽŶĚƵĐƚĂŶŝŶŝƟĂůĐŝƚLJͲǁŝĚĞŽƌŐĂŶŝnjĂƟŽŶĂůĚŝĂŐŶŽƐƟĐ ĨŽůůŽǁĞĚďLJĂĚĞĞƉĞƌŽƌŐĂŶŝnjĂƟŽŶĂůĂŶĚƐƚĂĸŶŐůĞǀĞůĂƐƐĞƐƐŵĞŶƚŽĨƚŚĞWƵďůŝĐtŽƌŬƐ ĞƉĂƌƚŵĞŶƚ͘dŚĞƐĞƚǁŽĞīŽƌƚƐǁŽƵůĚďĞWŚĂƐĞϭĂŶĚWŚĂƐĞϮŽĨĂŵƵůƟͲƉŚĂƐĞĂƉƉƌŽĂĐŚƚŽ ĂƐƐĞƐƐŝŶŐƚŚĞĞŶƟƌĞŽƌŐĂŶŝnjĂƟŽŶ͘dŚĞƉƌŝŵĂƌLJƉƵƌƉŽƐĞŽĨƚŚĞŝŶŝƚŝĂůĐŝƚLJͲǁŝĚĞŽƌŐĂŶŝnjĂƚŝŽŶĂů ĚŝĂŐŶŽƐƚŝĐŝƐƚŽŝĚĞŶƚŝĨLJŐĂƉƐŝŶƐĞƌǀŝĐĞĂŶĚŽƉĞƌĂƚŝŽŶĂůĐŚĂůůĞŶŐĞƐĂƚƚŚĞĚĞƉĂƌƚŵĞŶƚůĞǀĞůƐŽ ƚŚĂƚĨƵƚƵƌĞŽƌŐĂŶŝnjĂƟŽŶĂůĂŶĚƐƚĂĸŶŐůĞǀĞůĂƐƐĞƐƐŵĞŶƚƐĨŽƌĞĂĐŚŝƚLJĚĞƉĂƌƚŵĞŶƚĐĂŶďĞ ƉƌŝŽƌŝƟnjĞĚ͘dŚĞŝƚLJƉƌŝŽƌŝƟnjĞĚƚŚĞWƵďůŝĐtŽƌŬƐĞƉĂƌƚŵĞŶƚĂƐƚŚĞĮƌƐƚĚĞƉĂƌƚŵĞŶƚƚŽƵŶĚĞƌŐŽ ƚŚĞŽƌŐĂŶŝnjĂƟŽŶĂůĂŶĚƐƚĂĸŶŐůĞǀĞůĂƐƐĞƐƐŵĞŶƚ͘
dŚĞƉƵƌƉŽƐĞŽĨƚŚĞŽƌŐĂŶŝnjĂƟŽŶĂůĂŶĚƐƚĂĸŶŐůĞǀĞůĂƐƐĞƐƐŵĞŶƚĨŽƌƚŚĞWƵďůŝĐtŽƌŬƐ ĞƉĂƌƚŵĞŶƚŝƐƚŽƉƌŽǀŝĚĞƚŚĞŝƚLJǁŝƚŚĂƐŶĂƉƐŚŽƚŽĨŽďƐĞƌǀĂƚŝŽŶƐĂŶĚƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐ
ϰ
ƌĞŐĂƌĚŝŶŐƚŚĞĚĞƉĂƌƚŵĞŶƚƐƚĂĨĨŝŶŐŶĞĞĚƐ͕ŽƌŐĂŶŝnjĂƚŝŽŶĂůƐƚƌƵĐƚƵƌĞ͕ƌĞƐŽƵƌĐĞĂůůŽĐĂƚŝŽŶƐ͕ĂŶĚ ƐĞƌǀŝĐĞĚĞůŝǀĞƌLJŵŽĚĞůƐ͘dŚĞƉƌŝŵĂƌLJŽďũĞĐƟǀĞƐŽĨƚŚĞĂƐƐĞƐƐŵĞŶƚŝŶĐůƵĚĞ͗ x
džĂŵŝŶĞĂŶĚĞdžƉůŽƌĞƚŚĞŽƌŐĂŶŝnjĂƟŽŶĂů͕ĨƵŶĐƟŽŶĂů͕ĂŶĚĐƵůƚƵƌĂůŝƐƐƵĞƐƚŽĂƐƐĞƐƐ ĚĞƉĂƌƚŵĞŶƚĐƵůƚƵƌĞ͕ůĞǀĞůƐŽĨĞŵƉůŽLJĞĞĞŶŐĂŐĞŵĞŶƚ͕ƚĞĂŵĞīĞĐƟǀĞŶĞƐƐ͕ƌŽůĞͬŐŽĂů ĐůĂƌŝƚLJ͕ĂŶĚƐŬŝůůƐĞƚƐͬĐŽŵƉĞƚĞŶĐŝĞƐ͘
x ŽŶĚƵĐƚĂ&ƵŶĐƟŽŶĂůƐƐĞƐƐŵĞŶƚ͕ĚĞƐŝŐŶĞĚƚŽĚĞƚĞƌŵŝŶĞƚŚĞĐĂƉĂďŝůŝƚLJͬĐŽŵƉĞƚĞŶĐĞŽĨ ƚŚĞĨƵŶĐƟŽŶ;ƐͿǁŝƚŚŝŶƚŚĞĚĞƉĂƌƚŵĞŶƚĂŶĚƚŽĞŶƐƵƌĞĂůŝŐŶŵĞŶƚǁŝƚŚďĞƐƚƉƌĂĐƟĐĞƐ͘ x
ǀĂůƵĂƚĞŽƌŐĂŶŝnjĂƟŽŶĂůƐƚƌƵĐƚƵƌĞ͕ƐƚĂĸŶŐůĞǀĞůƐ͕ƉŽƐŝƟŽŶƐ͕ĨƵŶĐƟŽŶƐ͕ĂŶĚĐŽŶƚƌĂĐƚĞĚ ƐĞƌǀŝĐĞƐŝŶƌĞůĂƟŽŶƚŽƚŚĞǁŽƌŬůŽĂĚ͕ĂŶĚƉƌŽŐƌĂŵĞĸĐŝĞŶĐLJĂŶĚĞīĞĐƟǀĞŶĞƐƐ͘ x
ǀĂůƵĂƚĞƐĞƌǀŝĐĞĚĞůŝǀĞƌLJŵĞƚŚŽĚƐĂŶĚŽƵƚĐŽŵĞƐ͕ĂŶĚƚŚĞƉŽůŝĐŝĞƐ͕ůĞŐŝƐůĂƟǀĞ ƌĞƋƵŝƌĞŵĞŶƚƐ͕ĂŶĚŽƚŚĞƌŝŶŇƵĞŶĐĞƐƚŚĂƚŝŵƉĂĐƚĚĞƉĂƌƚŵĞŶƚĂůŽƉĞƌĂƟŽŶƐ͘ tKZ<W>E
DZ'ŚĂƐĚĞǀĞůŽƉĞĚƚŚĞĨŽůůŽǁŝŶŐǁŽƌŬƉůĂŶĨŽƌƚŚĞƉƌŽũĞĐƚƚŽŵĞĞƚƚŚĞŝƚLJ͛ƐŶĞĞĚƐ͘dŚĞƐĐŽƉĞ ŽĨǁŽƌŬŝƐĚĞƉĞŶĚĞŶƚƵƉŽŶƚŚĞŶĞĞĚƐŽĨƚŚĞŽƌŐĂŶŝnjĂƚŝŽŶĂŶĚŵĂLJďĞŵŽĚŝĨŝĞĚĂƐŶĞĞĚĞĚ ĚƵƌŝŶŐƚŚĞŝŶŝƚŝĂůǀŝĚĞŽĐŽŶĨĞƌĞŶĐĞ͗
W,^
ϭʹKƌŐĂŶŝnjĂƚŝŽŶĂůŝĂŐŶŽƐƚŝĐ
ϭ͘ WƌŽũĞĐƚ/ŶŝƚŝĂƚŝŽŶͬ>ĂƵŶĐŚ͗
x /ŶŝƚŝĂůǀŝĚĞŽĐŽŶĨĞƌĞŶĐĞǁŝƚŚŵĂũŽƌƐƚĂŬĞŚŽůĚĞƌƐŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽŝƚLJ DĂŶĂŐĞƌĂŶĚ,ƵŵĂŶZĞƐŽƵƌĐĞƐŝƌĞĐƚŽƌ͘
x ZĞǀŝĞǁƉƌŽũĞĐƚŽƵƚĐŽŵĞƐ͕ƉƌŽĐĞƐƐƚŝŵŝŶŐ͕ĞdžƉĞĐƚĂƚŝŽŶƐ͕ĚĞĨŝŶĞŝŶƚĞƌǀŝĞǁƐƵďũĞĐƚƐ͕ ĂŶĚƐĞƚŝŶŝƚŝĂůƚŝŵĞůŝŶĞ͘
x ZĞƋƵĞƐƚ͕ŽďƚĂŝŶĂŶĚƌĞǀŝĞǁŶƵŵĞƌŽƵƐĚŽĐƵŵĞŶƚƐŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚŚĞ ĚĞƉĂƌƚŵĞŶƚŽƌŐĂŶŝnjĂƚŝŽŶĂůĐŚĂƌƚƐ͕ŽƌŐĂŶŝnjĂƚŝŽŶĂůĂĐĐŽŵƉůŝƐŚŵĞŶƚƐ͕ŚŝƐƚŽƌŝĐĂů ďƵĚŐĞƚĂƌLJĂŶĚƐƚĂĨĨŝŶŐůĞǀĞůĚĂƚĂ͕ĐŽŵŵƵŶŝƚLJƐƵƌǀĞLJƐ͕ĂŶĚĂŶLJŽƚŚĞƌƌĞůĞǀĂŶƚ ƌĞƉŽƌƚƐĂŶĚĚŽĐƵŵĞŶƚƐ͘KďƚĂŝŶĂŶĞĐĚŽƚĂůƉĞƌƐƉĞĐƚŝǀĞƐŽŶŝƐƐƵĞƐĂŶĚĐŽŶĐĞƌŶƐƚŚĂƚ ĚƌŝǀĞƚŚŝƐƌĞƋƵĞƐƚ͘
x ŽŶĚƵĐƚĂŬŝĐŬͲŽĨĨŵĞĞƚŝŶŐǁŝƚŚƚŚĞĚĞƉĂƌƚŵĞŶƚŚĞĂĚƐŝŶƚƌŽĚƵĐŝŶŐƚŚĞƉƌŽũĞĐƚĂŶĚ ĚŝƐĐƵƐƐŝŶŐƚŚĞŝƌƌŽůĞ͘
Ϯ͘ ŽŶĚƵĐƚ^ƚĂĨĨ/ŶƚĞƌǀŝĞǁƐĂŶĚZĞǀŝĞǁWƌŽĐĞƐƐ
x ĞǀĞůŽƉŝŶƚĞƌǀŝĞǁĨŽƌŵĂƚĂŶĚƋƵĞƐƚŝŽŶƐ͘
x ŽŶĚƵĐƚŽŶĞͲŚŽƵƌŝŶƚĞƌǀŝĞǁƐǀŝĂŽŶͲƐŝƚĞĂŶĚͬŽƌǀŝĚĞŽĐŽŶĨĞƌĞŶĐŝŶŐǁŝƚŚĚĞƉĂƌƚŵĞŶƚ ŚĞĂĚƐĂŶĚŽƚŚĞƌŬĞLJƐƚĂĨĨŵĞŵďĞƌƐŝŶƚŚĞŝƚLJ͘
x ŶƚŝĐŝƉĂƚĞĐŽŶĚƵĐƚŝŶŐĂƉƉƌŽdžŝŵĂƚĞůLJϭϭŝŶƚĞƌǀŝĞǁƐ͘
x ŽŵƉŝůĞĂŶĚĂŶĂůLJnjĞŝŶƚĞƌǀŝĞǁĚĂƚĂĂŶĚŝŶĨŽƌŵĂƚŝŽŶ͘
ϯ͘ WƌĞƉĂƌĞ/ŶŝƚŝĂů&ŝŶĚŝŶŐƐͬZĞĐŽŵŵĞŶĚĂƚŝŽŶƐ
x ŽŵƉŝůĞĚĂƚĂ͕ƉĞƌĨŽƌŵĂŶĂůLJƐŝƐ͕ƉƌĞƉĂƌĞŬĞLJŝŶŝƚŝĂůĨŝŶĚŝŶŐƐƐƵŵŵĂƌŝĞƐ͕ĂŶĚĚĞǀĞůŽƉ ƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐ͘
ϱ
ϰ͘ ŽŶĚƵĐƚDŝĚͲWƌŽũĞĐƚhƉĚĂƚĞDĞĞƚŝŶŐǁŝƚŚƚŚĞŝƚLJDĂŶĂŐĞƌĂŶĚ,ƵŵĂŶZĞƐŽƵƌĐĞƐ ŝƌĞĐƚŽƌ͘
x ZĞǀŝĞǁŝŶŝƚŝĂůĨŝŶĚŝŶŐƐͬƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐͬďĞƐƚƉƌĂĐƚŝĐĞƐ͕ĐŽŶĚƵĐƚĂĚĚŝƚŝŽŶĂůƌĞƐĞĂƌĐŚ ĂŶĚŽƵƚƌĞĂĐŚĂƐŶĞĞĚĞĚ͘
ϱ͘ WƌĞƉĂƌĞĨŝŶĂůZĞƉŽƌƚĨŽƌZĞǀŝĞǁ
x ŽŵƉŝůĞZĞƉŽƌƚ͕ƌĞǀŝĞǁǁŝƚŚŝƚLJDĂŶĂŐĞƌ͕ƌĞǀŝƐĞĂƐŶĞĐĞƐƐĂƌLJ͕ƉƌĞƉĂƌĞĨŝŶĂůZĞƉŽƌƚ͕ ĂŶĚĚĞůŝǀĞƌƚŽŝƚLJ͘
x dŚĞZĞƉŽƌƚǁŝůůŝŶĐůƵĚĞŚŝŐŚͲůĞǀĞůŽďƐĞƌǀĂƚŝŽŶƐ͕ƉƌĞůŝŵŝŶĂƌLJĨŝŶĚŝŶŐƐ͕ĂŶĚ ƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐ͘
W,^
ϮʹKƌŐĂŶŝnjĂƟŽŶĂůĂŶĚ^ƚĂĸŶŐ>ĞǀĞůƐƐĞƐƐŵĞŶƚĨŽƌƚŚĞWƵďůŝĐtŽƌŬƐĞƉĂƌƚŵĞŶƚ ϲ͘ WŚĂƐĞϮ>ĂƵŶĐŚ͗
x /ŶŝƚŝĂůǀŝĚĞŽĐŽŶĨĞƌĞŶĐĞǁŝƚŚŵĂũŽƌƐƚĂŬĞŚŽůĚĞƌŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽŝƚLJ DĂŶĂŐĞƌĂŶĚWƵďůŝĐtŽƌŬƐŝƌĞĐƚŽƌ͘
x ZĞǀŝĞǁƉƌŽũĞĐƚŽƵƚĐŽŵĞƐ͕ƉƌŽĐĞƐƐƚŝŵŝŶŐ͕ĞdžƉĞĐƚĂƚŝŽŶƐ͕ĚĞĨŝŶĞŝŶƚĞƌǀŝĞǁƐƵďũĞĐƚƐ͕ ĂŶĚƐĞƚŝŶŝƚŝĂůƚŝŵĞůŝŶĞ͘
x ZĞƋƵĞƐƚ͕ŽďƚĂŝŶĂŶĚƌĞǀŝĞǁŶƵŵĞƌŽƵƐĚŽĐƵŵĞŶƚƐŝŶĐůƵĚŝŶŐďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚŚĞ ĚĞƉĂƌƚŵĞŶƚŽƌŐĂŶŝnjĂƚŝŽŶĂůĐŚĂƌƚƐ͕ũŽďĐůĂƐƐŝŶĨŽƌŵĂƚŝŽŶ͕ĚĞƉĂƌƚŵĞŶƚŐŽĂůƐĂŶĚ ŽďũĞĐƚŝǀĞƐ͕ŽƌŐĂŶŝnjĂƚŝŽŶĂůĂĐĐŽŵƉůŝƐŚŵĞŶƚƐ͕ĚĞƉĂƌƚŵĞŶƚƉƌŽũĞĐƚƐĂŶĚƉƌŽŐƌĂŵƐ͕ ŚŝƐƚŽƌŝĐĂůǁŽƌŬůŽĂĚĚĂƚĂ͕ŚŝƐƚŽƌŝĐĂůďƵĚŐĞƚĂƌLJĂŶĚƐƚĂĨĨŝŶŐůĞǀĞůĚĂƚĂ͕ĐŽŵŵƵŶŝƚLJ ƐƵƌǀĞLJƐ͕ĂŶĚĂŶLJŽƚŚĞƌƌĞůĞǀĂŶƚƌĞƉŽƌƚƐĂŶĚĚŽĐƵŵĞŶƚƐ͘KďƚĂŝŶĂŶĞĐĚŽƚĂů ƉĞƌƐƉĞĐƚŝǀĞƐŽŶŝƐƐƵĞƐĂŶĚĐŽŶĐĞƌŶƐƚŚĂƚĚƌŝǀĞƚŚŝƐƌĞƋƵĞƐƚ͘ ϳ͘ ŽŶĚƵĐƚ^ƚĂĨĨ/ŶƚĞƌǀŝĞǁƐĂŶĚZĞǀŝĞǁWƌŽĐĞƐƐ
x ĞǀĞůŽƉŝŶƚĞƌǀŝĞǁĨŽƌŵĂƚĂŶĚƋƵĞƐƚŝŽŶƐ͘
x ŽŶĚƵĐƚŽŶĞͲŚŽƵƌŝŶƚĞƌǀŝĞǁƐǀŝĂŽŶͲƐŝƚĞĂŶĚͬŽƌǀŝĚĞŽĐŽŶĨĞƌĞŶĐŝŶŐǁŝƚŚWƵďůŝĐ tŽƌŬƐĞƉĂƌƚŵĞŶƚƐƚĂĨĨ͘
x ŶƚŝĐŝƉĂƚĞĐŽŶĚƵĐƚŝŶŐĂƉƉƌŽdžŝŵĂƚĞůLJϭϮŝŶƚĞƌǀŝĞǁƐ͘
x ŽŵƉŝůĞĂŶĚĂŶĂůLJnjĞŝŶƚĞƌǀŝĞǁĚĂƚĂĂŶĚŝŶĨŽƌŵĂƚŝŽŶ͘
ϴ͘ ŽŶĚƵĐƚĞŶĐŚŵĂƌŬŝŶŐǁŝƚŚŽŵƉĂƌĂďůĞŝƚŝĞƐ
x ŽŶĚƵĐƚĂĐŽŵƉĂƌŝƐŽŶĂŶĂůLJƐŝƐŽĨƵƉƚŽĨŝǀĞ;ϱͿĐŝƚŝĞƐƚŚĂƚǁŝůůďĞŵƵƚƵĂůůLJĂŐƌĞĞĚ ƵƉŽŶďLJƚŚĞŝƚLJĂŶĚDZ'͘
ϵ͘ WƌĞƉĂƌĞ/ŶŝƚŝĂů&ŝŶĚŝŶŐƐͬZĞĐŽŵŵĞŶĚĂƚŝŽŶƐ
x ŽŵƉŝůĞĚĂƚĂ͕ƉĞƌĨŽƌŵĂŶĂůLJƐŝƐ͕ƉƌĞƉĂƌĞŬĞLJŝŶŝƚŝĂůĨŝŶĚŝŶŐƐƐƵŵŵĂƌŝĞƐ͕ĂŶĚĚĞǀĞůŽƉ ƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐ͘
ϭϬ͘ ŽŶĚƵĐƚDŝĚͲWƌŽũĞĐƚhƉĚĂƚĞDĞĞƚŝŶŐǁŝƚŚƚŚĞŝƚLJDĂŶĂŐĞƌĂŶĚƐƐŝƐƚĂŶƚŝƚLJ DĂŶĂŐĞƌƐ͘
ϲ
x ZĞǀŝĞǁŝŶŝƚŝĂůĨŝŶĚŝŶŐƐͬƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐͬďĞƐƚƉƌĂĐƚŝĐĞƐ͕ĐŽŶĚƵĐƚĂĚĚŝƚŝŽŶĂůƌĞƐĞĂƌĐŚ ĂŶĚŽƵƚƌĞĂĐŚĂƐŶĞĞĚĞĚ͘
ϭϭ͘ WƌĞƉĂƌĞĨŝŶĂůZĞƉŽƌƚĂŶĚ^ƵŵŵĂƌLJ>ĞǀĞůƌĂĨƚWŽǁĞƌWŽŝŶƚWƌĞƐĞŶƚĂƚŝŽŶĨŽƌZĞǀŝĞǁ x ŽŵƉŝůĞZĞƉŽƌƚĂŶĚͬŽƌWŽǁĞƌWŽŝŶƚWƌĞƐĞŶƚĂƚŝŽŶ͕ƌĞǀŝĞǁǁŝƚŚŝƚLJDĂŶĂŐĞƌĂŶĚ ƐƐŝƐƚĂŶƚŝƚLJDĂŶĂŐĞƌƐ͕ƌĞǀŝƐĞĂƐŶĞĐĞƐƐĂƌLJ͕ƉƌĞƉĂƌĞĨŝŶĂůZĞƉŽƌƚĂŶĚͬŽƌ WŽǁĞƌWŽŝŶƚ͕ĂŶĚĚĞůŝǀĞƌƚŽŝƚLJ͘
x dŚĞZĞƉŽƌƚǁŝůůŝŶĐůƵĚĞŽďƐĞƌǀĂƚŝŽŶƐ͕ƉƌĞůŝŵŝŶĂƌLJĨŝŶĚŝŶŐƐ͕ĂŶĚƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐ͘ dŚĞƌĞƉŽƌƚǁŝůůĂůƐŽŝĚĞŶƚŝĨLJĂŶLJŝƐƐƵĞƐŽƵƚƐŝĚĞƚŚĞŝĚĞŶƚŝĨŝĞĚƐĐŽƉĞŽĨǁŽƌŬƚŚĂƚŵĂLJ ŝŵƉĂĐƚƚŚĞŽĨĨŝĐĞĂŶĚƌĞƋƵŝƌĞĨƵƌƚŚĞƌĂŶĂůLJƐŝƐŽƌĂĐƚŝŽŶƐŽŶƚŚĞƉĂƌƚŽĨƚŚĞŝƚLJ͘dŚĞ ĚƌĂĨƚƌĞƉŽƌƚ͕ǁŚŝĐŚǁŝůůŝŶĐůƵĚĞĂƐƵŵŵĂƌLJĂŶĚĚĞƐĐƌŝƉƚŝŽŶŽĨƐƚƵĚLJŵĞƚŚŽĚŽůŽŐLJ͘ WZK:
d&
^
DZ'ƉƌŽƉŽƐĞƐĂŶĞƐƚŝŵĂƚĞĚŶŽƚͲƚŽͲĞdžĐĞĞĚĐŽŶƚƌĂĐƚĂŵŽƵŶƚŽĨΨϯϵ͕ϳϳϯ͕ŝŶĐůƵĚŝŶŐĞdžƉĞŶƐĞƐ͘ dŚĞƉƌŽũĞĐƚǁŝůůďĞŝŶǀŽŝĐĞďĂƐĞĚŽŶƚŚĞŵŝůĞƐƚŽŶĞƐůŝƐƚĞĚďĞůŽǁ͘ĂƐĞĚŽŶƚŚĞĐůŝĞŶƚ͛ƐĚŝƌĞĐƚŝŽŶ͕ ŵĂŶLJŽĨƚŚĞŝŶƚĞƌǀŝĞǁƐĐĂŶďĞĐŽŶĚƵĐƚĞĚŽŶͲƐŝƚĞƵŶůĞƐƐƌĞŵŽƚĞŝŶƚĞƌǀŝĞǁƐĂƌĞĨĞĂƐŝďůĞ͘ůů ŽƚŚĞƌǁŽƌŬŝƐŝŶƚĞŶĚĞĚƚŽďĞĐŽŵƉůĞƚĞĚƌĞŵŽƚĞůLJǀŝĂĞŵĂŝů͕ƚĞůĞĐŽŶĨĞƌĞŶĐĞ͕ĂŶĚǀŝĚĞŽ ĐŽŶĨĞƌĞŶĐĞ͘^ŚŽƵůĚƚŚĞĐůŝĞŶƚĂŶĚDZ'ŵƵƚƵĂůůLJĂŐƌĞĞƚŽĐŽŶĚƵĐƚĂŶLJŽƚŚĞƌŵĞĞƚŝŶŐƐŽƌǁŽƌŬ ĂĐƚŝǀŝƚŝĞƐŽŶͲƐŝƚĞ͕ƚƌĂǀĞůĞdžƉĞŶƐĞƐǁŝůůďĞďŝůůĞĚƚŽƚŚĞĐůŝĞŶƚĂƚĐŽƐƚ͘ D/>
^dKE
^ K^d
dĂƐŬϭͲ>ĂƵŶĐŚΘWƌŽũĞĐƚŽŽƌĚŝŶĂƚŝŽŶ ΨϮ͕ϵϬϱ
dĂƐŬϮͲKƌŐĂŶŝnjĂƚŝŽŶĂůŝĂŐŶŽƐƚŝĐ Ψϳ͕ϴϬϬ
dĂƐŬϯͲWƵďůŝĐtŽƌŬƐ͗/ŶƚĞƌǀŝĞǁƐ͕ZĞƐĞĂƌĐŚΘŽŵƉĂƌĂƚŝǀĞŶĂůLJƐŝƐ ΨϭϬ͕ϰϬϬ dĂƐŬϰͲWƵďůŝĐtŽƌŬƐ͗&ŝŶĚŝŶŐƐ͕ZĞĐŽŵŵĞŶĚĂƚŝŽŶƐ͕ZĞƉŽƌƚΘWƌĞƐĞŶƚĂƚŝŽŶƐ Ψϭϱ͕ϲϲϴ ^ƵďͲƚŽƚĂů Ψϯϲ͕ϳϳϯ
dƌĂǀĞů
džƉĞŶƐĞƐ;ĂƐƐƵŵĞƐϮƚƌŝƉƐʹŝŶƚĞƌǀŝĞǁƐĂŶĚŽƵŶĐŝůƉƌĞƐĞŶƚĂƚŝŽŶͿ Ψϯ͕ϬϬϬ dKd> Ψϯϵ͕ϳϳϯ
/ĨĂĚĚŝƚŝŽŶĂůƐĞƌǀŝĐĞƐĂƌĞƌĞƋƵĞƐƚĞĚŽƌĂĚĚŝƚŝŽŶĂůƚŝŵĞŶĞĞĚĞĚ;ƐƵĐŚĂƐĨŽƌĂƐƐŝƐƚĂŶĐĞŝŶ ŝŵƉůĞŵĞŶƚĂƚŝŽŶŽƌƉƌŽĨĞƐƐŝŽŶĂůĚĞǀĞůŽƉŵĞŶƚͿ͕ƚŚŽƐĞŚŽƵƌƐǁŝůůďĞďŝůůĞĚĂƚΨϮϲϬƉĞƌŚŽƵƌĂĨƚĞƌ ďĞŝŶŐĂƉƉƌŽǀĞĚďLJƚŚĞŝƚLJŽĨWĂĐŝĨŝĐ'ƌŽǀĞĂŶĚDZ'͘
DZ'WZK:
dd
D
DZ'ŚĂƐĐŚŽƐĞŶĂĐŽŶƐƵůƚĂŶƚƚĞĂŵǁŝƚŚƚŚĞĞdžƉĞƌŝĞŶĐĞĂŶĚĂƉƉƌŽĂĐŚƚŽĐŽŶĚƵĐƚĂŶŽďũĞĐƚŝǀĞ ĂŶĚŝŶĚĞƉĞŶĚĞŶƚƐƚƵĚLJ͘
ĂƚŚLJĂƉƌŝŽůĂŝƐĂŶDZ'sŝĐĞWƌĞƐŝĚĞŶƚĂŶĚŚĂƐĐŽͲůĞĂĚĞƌƐŚŝƉŽǀĞƌDZ'͛ƐŽƌŐĂŶŝnjĂƚŝŽŶĂů ĂƐƐĞƐƐŵĞŶƚƉƌĂĐƚŝĐĞĂƌĞĂ͘
ZŝĐŬKƚƚŽŝƐĂ^ĞŶŝŽƌŽŶƐƵůƚĂŶƚǁŝƚŚĞdžƉĞƌƚŝƐĞŝŶŽƌŐĂŶŝnjĂƚŝŽŶĂůĂƐƐĞƐƐŵĞŶƚƐĂŶĚůĞĂĚĞƌƐŚŝƉ ĚĞǀĞůŽƉŵĞŶƚ͘ZŝĐŬǁŝůůďĞƚŚĞůĞĂĚĐŽŶƐƵůƚĂŶƚĨŽƌƚŚŝƐƉƌŽũĞĐƚ͘
ϳ
K s/
WZ
^/
Ed ^
E/KZKE^h>dEd
DĂƌLJ
ŐĂŶ
K
ŐĂŶΛƐŽůƵƚŝŽŶƐͲŵƌŐ͘ĐŽŵ
;ϵϭϲͿϮϲϭͲϳϱϰϳ
ĂƚŚLJĂƉƌŝŽůĂ
sŝĐĞWƌĞƐŝĚĞŶƚ
ĂƉƌŝŽůĂΛƐŽůƵƚŝŽŶƐͲŵƌŐ͘ĐŽŵ
;ϵϭϲͿϮϱϳͲϯϮϴϳ
ZŝĐŬKƚƚŽ
^ĞŶŝŽƌŽŶƐƵůƚĂŶƚ
ŽƚƚŽΛĐŝƚLJŵĂŶĂŐĞŵĞŶƚΛŐŵĂŝů͘ĐŽŵ
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Professional Services Agreement 07.19.2022
EXHIBIT C
INSURANCE REQUIREMENTS
Without limiting CONSULTANT’s indemnification of City, and prior to commencement of Work, CONSULTANT shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City.
General liability insurance. CONSULTANT shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
Automobile liability insurance. CONSULTANT shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.
Professional liability (errors & omissions) insurance. CONSULTANT shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and CONSULTANT agrees to maintain continuous coverage through a period no less than three (3) years after completion of the Services required by this Agreement.
Workers’ compensation insurance. CONSULTANT shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000).
CONSULTANT shall submit to CITY, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of CITY, its officers, agents, employees and volunteers.
Umbrella or excess liability insurance. CONSULTANT shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:
x A drop down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason;
x Pay on behalf of wording as opposed to reimbursement; x Concurrency of effective dates with primary policies; x Policies shall “follow form” to the underlying primary policies; and
Professional Services Agreement 07.19.2022
x Insureds under primary policies shall also be insureds under the umbrella or excess policies.
Other provisions or requirements
Proof of insurance. CONSULTANT shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this contract. City reserves the right to require complete, certified copies of all required insurance policies, at any time.
Duration of coverage. CONSULTANT shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Work hereunder by CONSULTANT, his agents, representatives, employees or subconsultants.
Primary/noncontributing. Coverage provided by CONSULTANT shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
City’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by CONSULTANT or City will withhold amounts sufficient to pay premium from CONSULTANT payments. In the alternative, City may cancel this Agreement.
Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against CITY, its elected or appointed officers, agents, employees and volunteers or shall specifically allow CONSULTANT or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss.
CONSULTANT hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
Enforcement of contract provisions (non estoppel). CONSULTANT acknowledges and agrees that any actual or alleged failure on the part of the City to inform CONSULTANT of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
Professional Services Agreement 07.19.2022
Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to CITY with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
Additional insured status. General liability policies shall provide or be endorsed to provide that City and its officers, employees, agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing.
Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
Pass through clause. CONSULTANT agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by CONSULTANT, provide the same minimum insurance coverage and endorsements required of CONSULTANT.
CONSULTANT agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section.
CONSULTANT agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to City for review.
City’s right to revise specifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the CONSULTANT ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the CONSULTANT, the City and CONSULTANT may renegotiate CONSULTANT’s compensation.
Self-insured retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City.
Timely notice of claims. CONSULTANT shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from CONSULTANT’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
Professional Services Agreement 07.19.2022
Additional insurance. CONSULTANT shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.
Agenda No. 9 D
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Nick Smith, Mayor
MEETING DATE: January 15, 2025
SUBJECT: Appointments to City Boards, Committees, Commissions, and Task Force CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
Approve appointments to City Boards, Committees, Commissions, and Task Force listed below.
DISCUSSION
City committees play an important role in our city government. We are fortunate to have many highly qualified residents willing to serve on our committees.
I’ve used information gleaned from many sources to select these appointments: applications, resumes, personal contacts, observations, and feedback from City staff and residents. I’ve taken into consideration demonstrated commitment to the City and fit to the committee’s mission.
Terms for committee positions are 4 years for Charter committees and 2 years for Ordinance committees. Incumbents are not automatically reappointed. Terms of office begin February 1 and end January 31 of the respective year. Mayoral appointments to City committees must be confirmed by Council (City Charter, Art. 26).
Appointments for confirmation are as follows:
Charter committees
Library Board – Tama Olver
Planning Commission – Nicholas Mourlam; Susan Myers
Recreation Board – Sandra Lehman; Jay Tulley; Alexandra White Ordinance committees
Architectural Review Board – Anna Bornstein; Scott Brooks; Jeanne Byrne
Beautification & Natural Resources Commission – Marty Dunn; Andre Brisson; Craig Giraudo; Ron Lloyd; Christine Walkingstick
Economic Development Com’n – Randall Carlock; Linda Michaels; Patrick Nevis; Antony Tersol; Robin Venuti; Dionne Ybarra; Christie Metzner (Chamber) Historic Resources Committee – Lydia Collins
Task Force on DEI – Kimberly Pye; Segolene Rubin
Task Force on DEI – Kimberly Pye; Segolene Rubin
Traffic Safety Commission – Tim David; Mike Gunby; Tony Prock
OPTIONS
Not applicable.
FINANCIAL IMPACT:
There is no fiscal impact.
GOAL ALIGNMENT: Not Applicable.
Attachments
Redacted BCC Applications
Agenda No. 10 A
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Sandra Kandell, City Clerk/DEI Coordinator
MEETING DATE: January 15, 2025
SUBJECT: Diversity, Equity and Inclusion Meeting Minutes: October 14, 2024 CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
Receive minutes.
Attachments
DEI Minutes 10-14-24
1 MEETING MINUTES
CITY OF PACIFIC GROVE
TASK FORCE ON DIVERSITY, EQUITY, AND INCLUSION
REGULAR MEETING
Monday, October 14, 2024, 6:00 P.M.
Council Chamber – City Hall – 300 Forest Avenue, Pacific Grove, CA JOIN THE ZOOM WEBINAR TO PARTICIPATE LIVE AT:
https://www.cityofpacificgrove.org/Zoom_DEI
1. CALL TO ORDER / ROLL CALL
Chair Bui called the meeting to order at 6:00 pm. City Clerk/DEI Coordinator Kandell conducted roll call with the following Task Force members present in person: Chair Bui, Vice-Chair Fryberger, and Member Doneux.
2. APPROVAL OF AGENDA
Action: Upon motion by Chair Bui and seconded by Task Force Member Doneux, the Task Force voted 3-0 to approve the Agenda.
3. PRESENTATIONS
4. TASK FORCE AND STAFF ANNOUNCEMENTS (City-Related Items Only)
5. COUNCIL LIAISON ANNOUNCEMENTS
6. GENERAL PUBLIC COMMENT
General public comment received from Mike Gibbs, Vince Tuminello, Carol Marquart, Sue Parris, Segolene, Inge Lorentzen Damer, and Beth Walker.
A. Written General Public Comment
7. CONSENT AGENDA
Action: Upon motion by Vice Chair Fryberger and seconded by Task Force Member Doneux, the Task Force voted 3-0 to approve the Consent Agenda.
A. Minutes of the Task Force on Diversity, Equity and Inclusion September 9, 2024 Meeting Action: Approved minutes.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
8. REGULAR AGENDA
A. Appointments of Work Plan Subcommittee
Public comment received from Mike Gibbs and Sue Parris.
Action: Upon motion by Task Force Member Doneux and seconded by Vice-Chair Fryberger, the Task Force voted 3-0 to appoint Task Force on Diversity, Equity and Inclusion (DEI) 2 Work Plan Subcommittees as follows:
Cultural Calendar Subcommittee Lead of Member Doneux
Webpage Resources Lead of Chair Bui
Outreach Subcommittee Lead of Vice Chair Fryberger
9. NEXT MEETING - December 9, 2024 at 6:00 PM
10. ADJOURNMENT
The meeting was adjourned at 6:50 p.m.
Respectfully submitted,
Sandra Kandell
City Clerk/DEI Coordinator
Approved by Chair:__________________________________________Date______________________ Agenda No. 10 B
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Garrett McCown, Associate Planner & RFP Coordinator MEETING DATE: January 15, 2025
SUBJECT: Historic Resources Committee Meeting Minutes: August 2024 through November 2024
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
Receive minutes.
Attachments
HRC Minutes 8.28.2024
HRC Minutes 9.25.2024
HRC Minutes 10.23.2024
HRC Minutes 11.20.2024
HISTORIC RESOURCES COMMITTEE
APPROVED MINUTES
REGULAR MEETING AGENDA
Wednesday, August 28, 2024, 3:00 P.M.
Council Chamber – City Hall – 300 Forest Avenue, Pacific Grove, CA
PACIFIC GROVE MEETINGS ARE CONDUCTED IN PERSON AT CITY HALL COUNCIL CHAMBER AND VIRTUALLY.
PLEASE NOTE THE MEETING WILL PROCEED AS NORMAL EVEN IF
THERE ARE TECHNICAL DIFFICULTIES ACCESSING ZOOM.
THE CITY WILL DO ITS BEST TO RESOLVE ANY TECHNICAL ISSUES AS QUICKLY AS POSSIBLE.
JOIN THE ZOOM WEBINAR TO PARTICIPATE LIVE AT:
https://www.cityofpacificgrove.org/Zoom_HRC
Please click here for directions to dial into the meeting audio.
AGENDA
1. CALL TO ORDER & ROLL CALL
Chair Anton called the meeting to order at 3:00pm. Chair Anton conducted roll call with the following members present in the Chamber: Chair Anton, Vice Chair Steres, committee members Grannis, Greening, and Bicket.
2. APPROVAL OF AGENDA
ACTION: Upon motion by Vice Chair Steres and seconded by member Bicket, the committee voted to approve the agenda.
Motion carried 5-0, by the following vote:
AYES: Chair Anton, Vice Chair Steres, Committee member Grannis, Bicket, and Greening
NOES: None
ABSENT: None
3. COMMITTEE AND STAFF ANNOUNCEMENTS (City-Related Items Only) Director Vaughn made announcements.
4. COUNCIL LIAISON ANNOUNCEMENTS
Mayor Peake made announcements.
5. GENERAL PUBLIC COMMENT
None
A. Written General Public Comment
Anthony Billeci
Leslie Anderson
Inge Lorentzen Daumer
CONSENT AGENDA
6. REPORTS FOR INFORMATION ONLY
None
7. REPORTS REQUIRING ACTION
A. Minutes of the July 24, 2024 Historic Resources Committee Regular Meeting.
Reference: Garrett McCown, Associate Planner
Recommended Action: Approve the minutes of the July 24, 2024 Historic Resources Committee Regular Meeting.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
B. Initial Historic Screening (IHS) 24-0172 for 910 Ruth Court (APN 006-634-025).
Zoning District/General Plan Designation: R-1/ Medium Density Residential (7.3 du/ac) Coastal Zone: No
Historic Resources Inventory: No
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee recommend to the Community Development Director that the property known as 910 Ruth Court, is not eligible for the Historic Resources Inventory based on review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation indicating the property does not exhibit the architectural characteristics of the styles described in Section 7.3 of the General Plan or Section IV of the Historic Context Statement.
Reference: Garrett McCown, Associate Planner
C. Initial Historic Screening (IHS) 24-0176 for 941 Balboa Avenue (APN 006-033-001).
Zoning District/General Plan Designation: R-1/ Medium Density Residential (7.3 du/ac) Coastal Zone: No
Historic Resources Inventory: No
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee recommend to the Community Development Director that the property known as 941 Balboa Avenue, is not eligible for the Historic Resources Inventory based on review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation indicating the property does not exhibit the architectural characteristics of the styles described in Section 7.3 of the General Plan or Section IV of the Historic Context Statement.
Reference: Garrett McCown, Associate Planner
ACTION: Upon motion by member Grannis and seconded by member Greening, the committee voted to approve the consent agenda.
Motion carried 5-0, by the following vote:
AYES: Chair Anton, Vice Chair Steres, Committee member Grannis, Bicket, and Greening
NOES: None
ABSENT: None
REGULAR AGENDA
8. PUBLIC HEARINGS
A. Architectural Permit (AP) 24-0044 for 685 Mermaid Avenue (APN: 006-085-003-000).
Zoning District/General Plan Designation: R-3-PGB/High Density Residential 24.8 du/ac Coastal Zone: Yes
Historic Resources Inventory: Yes
CEQA: Categorical Exemption, CEQA Guidelines 15331, Historical Resources Restoration/Rehabilitation
Recommended Action: Staff recommends that the Historic Resources Committee recommend the Planning Commission approve Architectural Permit (AP) 24-0044 subject to the recommended findings, conditions of approval, and Class 1 and Class 31 Categorical Exemptions (CEQA Guidelines Sections 15301, Existing Facilities, and 15331, Historical Resource Restoration/Rehabilitation).
Reference: Garrett McCown, Associate Planner
Senior Planner, Aaron Campbell, presented staff report.
Project Architect, Charlie Hornisher, presented report.
Public Comment:
Kent Seavey
Leslie Anderson
Anthony Belleci
Linda Downham
David Thorson
Cindy Belleci
Inge Lorentzen Daumer
Lisa Ciani
Dean Kasparian
ACTION: Upon motion by member Greening and seconded by Chair Anton, the committee voted to recommend approval of the plans as presented to the Planning Commission.
Motion carried 3-2, by the following vote:
AYES: Chair Anton, Vice Chair Steres, and committee member Greening NOES: Bicket, Grannis
ABSENT: None
B. Architectural Design Change (ADC) 24-0187; 728 Lighthouse Ave (APN 006-146-004) Zoning District/General Plan Designation: R-4
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Categorical Exemption, CEQA Guidelines 15331, Historical Resources Restoration/Rehabilitation
Recommended Action: Staff recommends the Historic Resources Committee approve Architectural Design Change (ADC) 24-0187 subject to findings, conditions of approval, and CEQA Guidelines §15331, Class 31, Categorical Exemption for Historical Resources Restoration/Rehabilitation.
Reference: Aaron Campbell, Senior Planner
Senior Planner, Aaron Campbell, presented staff report.
Project architect, Hunter Eldridge, presented report.
Project owner, Della Flint, presented.
Public Comment:
Lisa Ciani
Inge Lorentzen Daumer
ACTION: Upon motion by Vice Chair Steres and seconded by member Bicket, the committee voted to approve the revised design of 728 Lighthouse Avenue as presented.
Motion carried 3-0-2, by the following vote:
AYES: Chair Anton and Vice Chair Steres, Committee member Bicket NOES: None
ABSENT: None
RECUSED: Committee members Grannis and Greening
9. CONTINUED AND ONGOING BUSINESS
None
10. NEW BUSINESS
None
11. PRESENTATIONS
None
12. NEXT MEETING - September 25, 2024
13. ADJOURNMENT
4:32 pm
NOTICE OF ADA COMPLIANCE: Pursuant to Title II of the Americans with Disabilities Act (Codified At 42 United States Code Section 12101 and 28 Code of Federal Regulations Part 35), and Section 504 of the Rehabilitation Act of 1973, the City of Pacific Grove does not discriminate on the basis of race, color, religion, national origin, ancestry, sex, disability, age or sexual orientation in the provision of any services, programs, or activities. The City of Pacific Grove does not discriminate against persons with disabilities. City Hall is an accessible facility. A limited number of assisted listening devices will be available at this meeting. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting or provide the requested agenda format.
HISTORIC RESOURCES COMMITTEE
APPROVED MINUTES
REGULAR MEETING AGENDA
Wednesday, September 25, 2024, 3:00 P.M.
Council Chamber – City Hall – 300 Forest Avenue, Pacific Grove, CA
PACIFIC GROVE MEETINGS ARE CONDUCTED IN PERSON AT CITY HALL COUNCIL CHAMBER AND VIRTUALLY.
PLEASE NOTE THE MEETING WILL PROCEED AS NORMAL EVEN IF
THERE ARE TECHNICAL DIFFICULTIES ACCESSING ZOOM.
THE CITY WILL DO ITS BEST TO RESOLVE ANY TECHNICAL ISSUES AS QUICKLY AS POSSIBLE.
JOIN THE ZOOM WEBINAR TO PARTICIPATE LIVE AT:
https://www.cityofpacificgrove.org/Zoom_HRC
Please click here for directions to dial into the meeting audio.
AGENDA
1. CALL TO ORDER & ROLL CALL
Chair Anton called the meeting to order at 3:00pm. Chair Anton conducted roll call with the following members present in the Chamber: Chair Anton, Vice Chair Steres, committee members Greening, and Bicket. Member Grannis was absent.
2. APPROVAL OF AGENDA
ACTION: Upon motion by member Greening and seconded by Vice Chair Steres, the committee voted to approve the agenda.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Vice Chair Steres, Committee members Bicket, and Greening NOES: None
ABSENT: Grannis
3. COMMITTEE AND STAFF ANNOUNCEMENTS (City-Related Items Only) Chair Anton made announcements.
4. COUNCIL LIAISON ANNOUNCEMENTS
Mayor Peake made announcements.
5. GENERAL PUBLIC COMMENT
Tony Ciani
A. Written General Public Comment
Tony Ciani
CONSENT AGENDA
6. REPORTS FOR INFORMATION ONLY
None
7. REPORTS REQUIRING ACTION
A. Minutes of the August 28, 2024, Historic Resources Committee Regular Meeting.
Reference: Garrett McCown, Associate Planner
Recommended Action: Approve the minutes of the August 28, 2024, Historic Resources Committee Regular Meeting.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
ACTION: Upon motion by member Bicket and seconded by member Greening, the committee voted to approve the consent agenda.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Vice Chair Steres, Committee members Bicket, and Greening NOES: None
ABSENT: Grannis
REGULAR AGENDA
8. PUBLIC HEARINGS
A. Deletion of 141 Monterey Avenue (APN 006-201-006) from the City's Historic Resources Inventory (HRI)
Zoning District/General Plan Designation: R-3-PGR/High Density Residential 19.8 DU/ac
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove the property from the HRI due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Garrett McCown, Associate Planner
Associate Planner, Garrett McCown, presented staff report.
Public Comment:
Lisa Ciani
Inge Lorentzen Daumer
Tony Ciani
ACTION: Upon motion by Vice Chair Steres and seconded by member Bicket, the committee voted to retain 141 Monterey Avenue on the HRI.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton and Vice Chair Steres, Committee members Bicket and Greening NOES: None
ABSENT: Grannis
RECUSED: None
B. Deletion of 143 Monterey Avenue (APN 006-201-005) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGB/High Density Residential 19.8 du/ac Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove the property from the HRI due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Garrett McCown, Associate Planner
Associate Planner, Garrett McCown, presented staff report.
Public Comment:
Inge Lorentzen Daumer
Lisa Ciani
Tony Ciani
ACTION: Upon motion by Chair Anton and seconded by Vice Chair Steres, the committee voted to remove 143 Monterey Avenue from the HRI and consider for the neighborhood character list.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton and Vice Chair Steres, Committee members Bicket and Greening NOES: None
ABSENT: Grannis
RECUSED: None
C. Deletion of 159 Monterey Avenue (APN 006-209-009) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR/High Density Residential 19.8 DU/ac
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove the property from the HRI due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Garrett McCown, Associate Planner
Associate Planner, Garrett McCown, presented staff report.
Public Comment:
Inge Lorentzen Daumer
Lisa Ciani
Tony Ciani
ACTION: Upon motion by Vice Chair Steres and seconded by member Greening, the committee voted to retain 159 Monterey Avenue on the HRI.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton and Vice Chair Steres, Committee members Bicket and Greening NOES: None
ABSENT: Grannis
RECUSED: None
D. Deletion of 143 11th Street (APN 006-195-006) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR/High Density Residential 19.8 DU/ac
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove the property from the HRI due to the loss of Historic Integrity based on the Page & Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Ariana Mora, Associate Planner
Associate Planner, Ariana Mora, presented staff report.
Public Comment:
Inge Lorentzen Daumer
Lisa Ciani
ACTION: Upon motion by member Bicket and seconded by member Greening, the committee voted to remove 143 11th Street from the HRI.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton and Vice Chair Steres, Committee members Bicket and Greening NOES: None
ABSENT: Grannis
RECUSED: None
E. Deletion of 311 Lobos Ave (APN: 006-307-012) from the City's Historic Resources Inventory (HRI)
Zoning District/General Plan Designation: R-1/ Medium Density Residential 12.1 DU/ac Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action:
Staff recommends that the Historic Resources Committee remove the property from the HRI due to the loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Ariana Mora, Associate Planner
Associate Planner, Ariana Mora, presented staff report.
Public Comment:
Lisa Ciani
Inge Lorentzen Daumer
Tony Ciani
ACTION: Upon motion by member Greening and seconded by Vice Chair Steres, the committee voted to remove 311 Lobos Avenue from the HRI and consider for the neighborhood character list.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton and Vice Chair Steres, Committee members Bicket and Greening NOES: None
ABSENT: Grannis
RECUSED: None
F. Deletion of 145 Carmel Avenue (APN 006-194-007) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR/High Density Residential 19.8 DU/ac
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove the property from the HRI due to the loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Ariana Mora, Associate Planner
Associate Planner, Ariana Mora, presented staff report.
Property owner, Les Schwartz, presented.
Public Comment:
Tony Ciani
Inge Lorentzen Daumer
Lisa Ciani
ACTION: Upon motion by member Greening and seconded by Chair Anton, the committee voted to retain 145 Carmel Avenue on the HRI due to the property maintaining its integrity.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton and Vice Chair Steres, Committee members Bicket and Greening NOES: None
ABSENT: Grannis
RECUSED: None
9. CONTINUED AND ONGOING BUSINESS
None
10. NEW BUSINESS
None
11. PRESENTATIONS
None
12. NEXT MEETING - October 23, 2024
13. ADJOURNMENT
4:25pm
NOTICE OF ADA COMPLIANCE: Pursuant to Title II of the Americans with Disabilities Act (Codified At 42 United States Code Section 12101 and 28 Code of Federal Regulations Part 35), and Section 504 of the Rehabilitation Act of 1973, the City of Pacific Grove does not discriminate on the basis of race, color, religion, national origin, ancestry, sex, disability, age or sexual orientation in the provision of any services, programs, or activities. The City of Pacific Grove does not discriminate against persons with disabilities. City Hall is an accessible facility. A limited number of assisted listening devices will be available at this meeting. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting or provide the requested agenda format.
HISTORIC RESOURCES COMMITTEE
APPROVED MINUTES
REGULAR MEETING AGENDA
Wednesday, October 23, 2024, 3:00 P.M.
Council Chamber – City Hall – 300 Forest Avenue, Pacific Grove, CA
PACIFIC GROVE MEETINGS ARE CONDUCTED IN PERSON AT CITY HALL COUNCIL CHAMBER AND VIRTUALLY.
PLEASE NOTE THE MEETING WILL PROCEED AS NORMAL EVEN IF
THERE ARE TECHNICAL DIFFICULTIES ACCESSING ZOOM.
THE CITY WILL DO ITS BEST TO RESOLVE ANY TECHNICAL ISSUES AS QUICKLY AS POSSIBLE.
JOIN THE ZOOM WEBINAR TO PARTICIPATE LIVE AT:
https://www.cityofpacificgrove.org/Zoom_HRC
Please click here for directions to dial into the meeting audio.
AGENDA
1. CALL TO ORDER & ROLL CALL
Chair Anton called the meeting to order at 3:00pm. Chair Anton conducted roll call with the following members present in the Chamber: Chair Anton, committee members Greening, and Bicket. Vice Chair Steres was absent.
2. APPROVAL OF AGENDA
ACTION: Upon motion by member Grannis and seconded by member Bicket, the committee voted to approve the agenda.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Committee members Bicket, Grannis and Greening NOES: None
ABSENT: Vice Chair Steres
3. COMMITTEE AND STAFF ANNOUNCEMENTS (City-Related Items Only) Chair Anton made announcements.
4. COUNCIL LIAISON ANNOUNCEMENTS
Mayor Peake made announcements.
5. GENERAL PUBLIC COMMENT
None
A. Written General Public Comment
None
CONSENT AGENDA
6. REPORTS FOR INFORMATION ONLY
None
7. REPORTS REQUIRING ACTION
A. Minutes of the September 25, 2024, Historic Resources Committee Regular Meeting Reference: Garrett McCown, Associate Planner
Recommended Action: Approve the minutes of the September 25, 2024, Historic Resources Committee Regular Meeting.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
B. Initial Historic Screening (IHS) 24-0239 for 1138 Ripple Avenue (APN 006-051-019).
Zoning District/General Plan Designation: R-1-H/ Medium Density Residential (7.3 du/ac)
Coastal Zone: No
Historic Resources Inventory: No
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee recommend to the Community Development Director that property located at 1138 Ripple Avenue, is not eligible for the Historic Resources Inventory based on review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation indicating that the property does not exhibit the architectural characteristics of the styles described in Section 7.3 of the General Plan or Section IV of the Historic Context Statement.
Reference: Garrett McCown, Associate Planner
C. Adoption of HRC Resolution No. 24-001
Reference: Garrett McCown, Associate Planner
Recommended Action: Adopt Resolution 24-001 recording the actions of the Historic Resources Committee hearings whereby historic determinations were made based on the recommendations of the Historic Resources Inventory Update Survey.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
ACTION: Upon motion by member Grannis and seconded by member Greening, the committee voted to approve the consent agenda.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Committee members Bicket, Grannis, and Greening NOES: None
ABSENT: Vice Chair Steres
REGULAR AGENDA
8. PUBLIC HEARINGS
A. After-the-Fact Architectural Permit (AP) 20-0044, 212, 214, & 216 Fountain Avenue, Pacific Grove (APN 006-283-008)
Zoning District/General Plan Designation: C-D / D
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Categorical Exemption, CEQA Guidelines 15331, Historical Resources Restoration/Rehabilitation
Recommended Action: Approve the After-the-Fact Architectural Permit subject to the recommended findings, conditions of approval, and Class 1 and Class 31 Categorical Exemptions (CEQA Guidelines Sections 15301, Existing Facilities, and 15331, Historical Resource Restoration/Rehabilitation).
Reference: Joseph Sidor, Contract Planner
Contract Senior Planner, Joe Sidor, presented staff report.
Mark O’ Connor, owners’ representative, presented report.
Public Comment:
Inge Lorentzen Daumer
ACTION: Upon motion by member Grannis and seconded by member Greening, the committee voted to approve “After-the-Fact” Architectural Permit (AP) 20-0044.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Committee members Bicket, Grannis, and Greening NOES: None
ABSENT: Vice Chair Steres
RECUSED: None
B. Deletion of 151 12th Street (APN 006-198-001) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR/High Density Residential 19.8 DU/ac
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove 151 12th Street from the HRI due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Garrett McCown, Associate Planner
Associate Planner, Garrett McCown, presented staff report.
Public Comment:
Inge Lorentzen Daumer
Lisa Ciani
ACTION: Upon motion by member Greening and seconded by member Bicket, the committee voted to retain 151 12th Street on the HRI.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Committee members Bicket, Grannis, and Greening NOES: None
ABSENT: Vice Chair Steres
RECUSED: None
C. Deletion of 155 12th Street (APN 006-198-010) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR/High Density Residential 19.8 DU/ac
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove the property from the HRI due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Garrett McCown, Associate Planner
Associate Planner, Garrett McCown, presented staff report.
Public Comment:
Inge Lorentzen Daumer
Lisa Ciani
ACTION: Upon motion by member Bicket and seconded by member Greening, the committee voted to retain 155 12th Street on the HRI.
Motion carried 3-1-1, by the following vote:
AYES: Chair Anton, Committee members Bicket, and Greening NOES: Member Grannis
ABSENT: Vice Chair Steres
RECUSED: None
D. Deletion of 148 14th Street (APN: 006-177-002) from the City's Historic Resources Inventory (HRI)
Zoning District/General Plan Designation: R-3-PGR/High Density Residential up to 19.8 DU/ac
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove the property from the HRI due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Ariana Mora, Associate Planner
Associate Planner, Ariana Mora, presented staff report.
Public Comment:
Lisa Ciani
ACTION: Upon motion by member Grannis and seconded by member Greening, the committee voted to remove 148 14th Street from the HRI.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Committee members Bicket, Grannis, and Greening NOES: None
ABSENT: Vice Chair Steres
RECUSED: None
E. Deletion of 150 14th Street (APN: 006-177-005) from the City's Historic Resources Inventory (HRI)
Zoning District/General Plan Designation: R-3-PGR/High Density Residential up to 19.8 DU/ac
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove the property from the HRI due to loss of Historic Integrity based on the 1977 DPR, Page and Turnbull Survey, review of property files, Sanborn maps, and the June 27, 2019, determination of ineligibility as a "Historic Resource." Reference: Ariana Mora, Associate Planner
Associate Planner, Ariana Mora, presented staff report.
Public Comment:
Lisa Ciani
ACTION: Upon motion by member Greening and seconded by member Bicket, the committee voted to remove 150 14th Street from the HRI.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Committee members Bicket, Grannis, and Greening NOES: None
ABSENT: Vice Chair Steres
RECUSED: None
9. CONTINUED AND ONGOING BUSINESS
None
10. NEW BUSINESS
None
11. PRESENTATIONS
None
12. SPECIAL MEETING - November 20, 2024 at 1:00pm
13. ADJOURNMENT
3:47pm
NOTICE OF ADA COMPLIANCE: Pursuant to Title II of the Americans with Disabilities Act (Codified At 42 United States Code Section 12101 and 28 Code of Federal Regulations Part 35), and Section 504 of the Rehabilitation Act of 1973, the City of Pacific Grove does not discriminate on the basis of race, color, religion, national origin, ancestry, sex, disability, age or sexual orientation in the provision of any services, programs, or activities. The City of Pacific Grove does not discriminate against persons with disabilities. City Hall is an accessible facility. A limited number of assisted listening devices will be available at this meeting. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting or provide the requested agenda format.
HISTORIC RESOURCES COMMITTEE
APPROVED MINUTES
SPECIAL MEETING AGENDA
Wednesday, November 20, 2024, 1:00 P.M.
Council Chamber – City Hall – 300 Forest Avenue, Pacific Grove, CA
PACIFIC GROVE MEETINGS ARE CONDUCTED IN PERSON AT CITY HALL COUNCIL CHAMBER AND VIRTUALLY.
PLEASE NOTE THE MEETING WILL PROCEED AS NORMAL EVEN IF
THERE ARE TECHNICAL DIFFICULTIES ACCESSING ZOOM.
THE CITY WILL DO ITS BEST TO RESOLVE ANY TECHNICAL ISSUES AS QUICKLY AS POSSIBLE.
JOIN THE ZOOM WEBINAR TO PARTICIPATE LIVE AT:
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AGENDA
1. CALL TO ORDER & ROLL CALL
Chair Anton called the meeting to order at 3:00pm. Chair Anton conducted roll call with the following members present in the Chamber: Chair Anton, Vice Chair Steres, committee members Greening, and Bicket. Member Grannis arrived at 3:15 p.m.
2. APPROVAL OF AGENDA
ACTION: Upon motion by Vice chair Steres and seconded by member Greening, the committee voted to approve the agenda.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Vice chair Steres, Committee members Bicket, and Greening NOES: None
ABSENT: Grannis
3. COMMITTEE AND STAFF ANNOUNCEMENTS (City-Related Items Only) Chair Anton made announcements.
4. COUNCIL LIAISON ANNOUNCEMENTS
Mayor Peake made announcements.
5. GENERAL PUBLIC COMMENT
Tony Ciani
A.
Written General Public Comment
Reference: Garrett McCown, Associate Planner
Recommended Action: Receive Written Public Comments
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
CONSENT AGENDA
6. REPORTS FOR INFORMATION ONLY
None
7. REPORTS REQUIRING ACTION
A. Minutes of the October 23, 2024, Historic Resources Committee Regular Meeting Reference: Garrett McCown, Associate Planner
Recommended Action: Approve the minutes of the October 23, 2024, Historic Resources Committee Regular Meeting.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
B. Adoption of HRC Resolution No. 24-002
Reference: Garrett McCown, Associate Planner
Recommended Action: Adopt Resolution 24-002 recording the actions of the Historic Resources Committee hearing whereby historic determinations were made based on the recommendations of the Historic Resources Inventory Update Survey.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
ACTION: Upon motion by member Bicket and seconded by Vice Chair Steres, the committee voted to approve the consent agenda.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Vice chair Steres, Committee members Bicket, and Greening NOES: None
ABSENT: Grannis
REGULAR AGENDA
8. PUBLIC HEARINGS
A. Architectural Permit (AP) and Administrative Use Permit (AUP) 24-0136, 542 Lighthouse Avenue, Pacific Grove (APN 006-173-003)
Zoning District/General Plan Designation: C-1-T / D
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Categorical Exemption, CEQA Guidelines Section 15301, Class I, Existing Facilities Recommended Action: Approve the Architectural Permit and Administrative Use Permit subject to the recommended findings, conditions of approval, and Class 1 Categorical Exemption (CEQA Guidelines Sections 15301, Existing Facilities).
Reference: Joseph Sidor, Contract Planner
Contract Senior Planner, Joe Sidor, presented staff report.
Public Comment:
Lisa Ciani
Tony Ciani
Inge Lorentzen Daumer
ACTION: Upon motion by member Bicket and seconded by member Grannis, the committee voted to continue Architectural Permit (AP/AUP) 24-0136 to December 18, 2024 HRC Special Meeting and provide a comparison sheet showing proposed antennas with the screening and without the screening.
Motion carried 5-0, by the following vote:
AYES: Chair Anton, Vice Chair Steres, Committee members Bicket, Grannis, and Greening
NOES: None
ABSENT: None
RECUSED: None
B. Page and Turnbull recommendation to delete 835 Bayview Ave (APN: 006-133-007) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-1/ Medium Density Residential 12.1 DU/ac Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove 835 Bayview Avenue from the Historic Resources Inventory (HRI) due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Ariana Mora, Associate Planner
Associate Planner, Garrett McCown, presented report.
Associate Planner, Ariana Mora, presented staff report.
Property owner, Lydia Cathy, presented.
Public Comment:
Tony Ciani
Inge Lorentzen Daumer
Lisa Ciani
ACTION: Upon motion by member Greening and seconded by member Grannis, the committee voted to remove 835 Bayview Avenue from the HRI and consider it for the neighborhood character list because it is not a prime example of the vernacular (cottage) in the area.
Motion carried 3-2, by the following vote:
AYES: Chair Anton, Committee members Grannis, and Greening NOES: Vice chair Steres, member Bicket
ABSENT: None
RECUSED: None
C. Page and Turnbull recommendation to delete 158 15th St (APN: 006-178-003) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR High Density Residential up to 19.8 DU/ac
Coastal Zone: No
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove 158 15th Street from the Historic Resources Inventory (HRI) due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Ariana Mora, Associate Planner
Associate Planner, Ariana Mora, presented staff report.
Public Comment:
Inge Lorentzen Daumer
Lisa Ciani
Tony Ciani
ACTION: Upon motion by member Grannis and seconded by Vice chair Steres, the committee voted to retain 158 15th Street on the HRI because it appears to meet criterion (a), from the evaluation criteria, as it retains enough character defining elements namely its modest cottage architectural design representative of other similar homes built in the retreat area.
Motion carried 4-0-1, by the following vote:
AYES: Chair Anton, Vice chair Steres, Committee members Grannis, and Greening NOES: none
ABSENT: none
RECUSED: Bicket
D. Page and Turnbull recommendation to delete 115 Forest Ave (APN: 006-157-020) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR High Density Residential up to 19.8 DU/ac
Coastal Zone: Yes
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove 115 Forest Avenue from the Historic Resources Inventory (HRI) due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Ariana Mora, Associate Planner
Associate Planner, Ariana Mora, presented staff report.
Public Comment:
Inge Lorentzen Daumer
Lisa Ciani
Tony Ciani
ACTION: Upon motion by member Greening and seconded by Grannis, the committee voted to retain 115 Forest Avenue on the HRI because many of the original features of the house remain unchanged namely the roof line, porch, and actual size of the building is original.
Motion carried 3-0-2, by the following vote:
AYES: Vice chair Steres, Committee members Grannis, and Greening NOES: none
ABSENT: none
RECUSED: Chair Anton, Bicket
E. Page and Turnbull recommendation to delete 122 Fountain Avenue (APN 006-158-006) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR/High Density Residential 19.8 DU/ac Coastal Zone: Yes
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove 122 Fountain Avenue from the HRI due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Garrett McCown, Associate Planner
Associate Planner, Garrett McCown, presented staff report.
Public Comment:
Inge Lorentzen Daumer
Lisa Ciani
Tony Ciani
ACTION: Upon motion by member Grannis and seconded by Vice chair Steres, the committee voted to retain 122 Fountain Avenue because it meets criterion (c), from the evaluation criteria. The property was owned by Paris Kilburn who was a Republican Assemblyman for the Monterey area.
Motion carried 3-0-2, by the following vote:
AYES: Vice chair Steres, Committee members Grannis, and Greening NOES: none
ABSENT: none
RECUSED: Chair Anton, Bicket
F. Page and Turnbull recommendation to delete 124 Grand Avenue (APN 006-157-009) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR/High Density Residential 19.8 DU/ac Coastal Zone: Yes
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove 124 Grand Avenue from the HRI due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Garrett McCown, Associate Planner
Associate Planner, Garrett McCown, presented staff report.
Public Comment:
Lisa Ciani
Inge Lorentzen Daumer
Tony Ciani
ACTION: Upon motion by member Grannis and seconded by Vice chair Steres, the committee voted to retain 124 Grand Avenue on the HRI because it appears to meet criterion (h), from the evaluation criteria. The age of the original building, integrity of the original building without alterations, and historic features fit in with the local neighborhood.
Motion carried 2-1-2, by the following vote:
Motion Failed; 124 Grand Avenue remains on the HRI.
AYES: Vice chair Steres and Committee member Greening
NOES: Grannis
ABSENT: none
RECUSED: Chair Anton, Bicket
G. Page and Turnbull recommendation to delete 127 Grand Avenue (APN 006-157-012) from the City's Historic Resources Inventory (HRI).
Zoning District/General Plan Designation: R-3-PGR/High Density Residential 19.8 DU/ac Coastal Zone: Yes
Historic Resources Inventory: Yes
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
Recommended Action: Staff recommends that the Historic Resources Committee remove 127 Grand Avenue from the HRI due to loss of Historic Integrity based on the Page and Turnbull Survey, review of property files, Sanborn maps, and Heritage Society of Pacific Grove documentation.
Reference: Garrett McCown, Associate Planner
Associate Planner, Garrett McCown, presented staff report.
Public Comment:
Inge Lorentzen Daumer
Tony Ciani
Lisa Ciani
ACTION: Upon motion by member Greening and seconded by Vice chair Steres, the committee voted to continue 127 Grand Avenue to the December 18, 2024 HRC Special Meeting, to get more information and allow committee members to have another chance to look at the residence.
Motion carried 3-0-2, by the following vote:
AYES: Vice chair Steres, Committee members Grannis, and Greening NOES: none
ABSENT: none
RECUSED: Chair Anton, Bicket
9. CONTINUED AND ONGOING BUSINESS
10. NEW BUSINESS
11. PRESENTATIONS
12. NEXT MEETING - December 18, 2024, 1:00 p.m.
13. ADJOURNMENT
2:51 p.m.
NOTICE OF ADA COMPLIANCE: Pursuant to Title II of the Americans with Disabilities Act (Codified At 42 United States Code Section 12101 and 28 Code of Federal Regulations Part 35), and Section 504 of the Rehabilitation Act of 1973, the City of Pacific Grove does not discriminate on the basis of race, color, religion, national origin, ancestry, sex, disability, age or sexual orientation in the provision of any services, programs, or activities. The City of Pacific Grove does not discriminate against persons with disabilities. City Hall is an accessible facility. A limited number of assisted listening devices will be available at this meeting. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting or provide the requested agenda format.
Agenda No. 11 A
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: Brian Pierik, City Attorney
MEETING DATE: January 15, 2025
SUBJECT: Selection of Appointment to Fill City Council Vacancy and Administration of Oath of Office
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
1. Vote to select a candidate to fill the City Council vacancy.
2. Direct the City Clerk to administer the Oath of Office to the newly appointed Councilmember.
DISCUSSION
Debby Beck resigned from the City Council effective at the end of the regular City Council meeting held on November 20, 2024.
City Charter Article 12 provides as follows in regard to the filling of a vacancy on the City Council:
“A vacancy in an elective office shall be filled by appointment by the Council, such appointee to hold office until the next general municipal election and until a successor is elected and qualified.
Such successor shall be elected for the unexpired term of his or her predecessor at the general municipal election and until his successor is elected and qualified. Such successor shall be elected for the unexpired term of his or her predecessor at the general municipal election next succeeding such appointment. Should the Council fail to fill any such vacancy within thirty days after the same occurs, then it shall be filled by appointment by the Mayor; provided, however, that if the offices of a majority, or more, of the Council shall become vacant, then the City Clerk shall call a special election at once to fill the vacancies for the unexpired terms, and the same shall be conducted substantially in the manner provided for general municipal elections.” The City Clerk prepared an Application form for persons interested in applying for consideration of appointment to the position of City Councilmember. Pursuant to direction from the City Council at its meeting on December 4, 2024, all Applications were due by January 3, 2025 at 5 pm.
Since January 15, 2025 is more than 30 days after November 20, 2024, then under Article 12 of the City Charter, the position shall be filled by appointment by the Mayor. However, Mayor Nick Smith has advised that he will only make the appointment if a majority of the City Council cannot agree upon an Applicant for the appointment.
The following process is recommended to be followed for the January 15, 2025 City Council meeting:
This Agenda Report will be posted prior to the January 15, 2025 City Council meeting with copies of the Applications for the position attached to the Agenda Report with the telephone numbers and email addresses of the Applicants removed.
1. At the meeting on January 15, 2025, the City Manager will explain the process to be followed during the meeting.
2. 3. City Council may ask questions of the City Manager about the process.
Unless the Mayor decides to set a different amount of time for the Applicants to address the City Council, each Applicant will be given the opportunity to make a statement to the City Council for up to five minutes about their interest in the position and qualifications and the Council may ask questions of the Applicant after the statement by that Applicant.
4. After all Applicants have made their statements, the Mayor should ask for public comment and then the City Council will discuss and a nomination may be made of an Applicant. If there is a second for the nomination, then the City Council will vote on the nomination. If a majority of the Council vote in favor of the nomination, then that Applicant will be appointed by the Mayor to the City Council position.
5. This process will be followed until an Applicant has received a majority vote of the Council. If, for any reason, a majority of the City Council is unable to agree upon an Applicant for appointment to the position, then the Mayor shall make the appointment.
6. Upon appointment by Council, the City Clerk will administer the Oath of Office to the newly appointed Councilmember.
APPLICATIONS
Attached are Applications received by the City by the deadline of January 3, 2025, at 5:00 p.m. which include the following listed in alphabetical order by last name:
1. Bornstein, Anna
2. Davison, Ross
3. Dubee, Melvin
4. Garfield, Cynthia
5. Gibbs, Michael
6. Kelly, Jennifer
7. Loh, Eugene
8. Murphy, Donald
OPTIONS
Other action as directed by the City Council related to this subject.
FINANCIAL IMPACT:
There is no fiscal impact.
FOCUSED PRIORITY AREA: Not Applicable.
Attachments
Redacted CC Applications
Agenda No. 13 A
CITY OF PACIFIC GROVE
300 Forest Avenue, Pacific Grove, California 93950
TO: Honorable Mayor and Members of the City Council
FROM: George Fuerst, Environmental Program Manager
MEETING DATE: January 15, 2025
SUBJECT: Agreement with Blue Strike Environmental for Climate Action and Adaptation Planning Services.
CEQA: Does not constitute a Project per California Environmental Quality Act Guidelines Section 15378
RECOMMENDATION
As recommended by the Climate Action and Adaptation Planning Committee, authorize the City to enter into an agreement with Blue Strike Environmental for Climate Action and Adaptation Planning Services for an amount of $99,515.
1. 2. Alternatively, discuss and take other action related to this item.
DISCUSSION
Background
The Climate Action and Adaptation Planning Committee (Climate Committee) was established by City Council in February 2023, following a recommendation of the Beautification and Natural Resources Commission (BNRC). The Committee’s primary objective is to develop a Climate Action and Adaptation Plan (CAAP) to address the City’s climate challenges. The Climate Committee comprises selected Councilmembers and BNRC Commissioners and meetings are to be scheduled quarterly until the completion of the CAAP, with meeting information and documents posted to cityofpacificgrove.org/climate.
From early in its inception, the Climate Committee recognized the necessity of engaging an outside expert consultant (Consultant) to support the development and adoption of the CAAP. Since its formation, the Climate Committee has convened regularly to receive presentations, hear public comment and discuss the CAAP’s purpose and goals. This effort culminated in the release of a Request for Proposals (RFP) in June 2024 to identify qualified firms capable of providing planning services for the CAAP. The deadline for RFP submissions was August 2024.
Selecting a Consultant
The Climate Committee, in collaboration with City staff, played an active role in drafting the RFP, reviewing and scoring proposals, and interviewing the top firms. Three firms submitted proposals: Jacob Green & Associates, SERA Design & Architecture, and Blue Strike Environmental. All Climate Committee members, along with a City staff person, had the opportunity to score the proposals, and a public meeting was held on August 19, 2024, to discuss the results. Based on these evaluations and the meeting discussion, the Climate Committee decided to invite the top two firms, Jacob Green & meeting discussion, the Climate Committee decided to invite the top two firms, Jacob Green & Associates and Blue Strike Environmental, for further interviews. Three members of the Climate Committee volunteered to participate, with City staff, on the interview panel.
Following the interview process, Blue Strike Environmental was selected as the top firm. However, their original proposal exceeded the City’s allocated budget for the project. Blue Strike Environmental offered to, and the City requested, that they refine and value-engineer their proposal to align with the budget. The updated proposal was reviewed during a Climate Committee meeting on December 12, 2024. During this meeting, the Climate Committee considered public comments, including input from Blue Strike representatives, posed follow-up questions, and deliberated on the refined proposal. The Climate Committee ultimately recommended City Council approve the updated proposal from Blue Strike Environmental.
Scope of Work & Approach
The Climate Action and Adaptation Plan (CAAP) aims to equip the City of Pacific Grove with actionable strategies to reduce greenhouse gas (GHG) emissions and build resilience to climate challenges. The Consultant will develop a CAAP aligned with state mandates (SB-32 and Executive Order B-30-15) and provide clear strategies for achieving reduction goals and adapting to climate impacts. Key areas of work include:
1. GHG Inventory
• Review GHG inventories for City operations and community activities. • Develop a clear methodology to track and quantify emissions reductions.
2. Vulnerability Assessment
• Update climate vulnerability assessments to identify risks such as drought, heat, sea level rise, and wildfire.
• Highlight disproportionate impacts on vulnerable populations (e.g., seniors, low-income residents).
3. GHG Reduction Targets
• Recommend 2030 and 2050 GHG reduction targets aligned with state and global goals. • Identify high-impact activities, costs, outcomes, and timelines for emissions reductions.
4. Goals, Strategies, and Actions
• Develop prioritized actions to reduce emissions, save energy, and build resilience. • Include evaluations based on cost, ease of implementation, and co-benefits. • Provide a clear roadmap with key performance indicators (KPIs) to track progress.
5. Climate Adaptation and Resilience Strategies
• Create sector-specific mitigation, adaptation, and resilience strategies. • Use interactive tools to identify cost-effective solutions for achieving carbon neutrality. • Develop a prioritization matrix with timelines, costs, and responsible parties for implementation.
6. Community Engagement
• Lead community engagement efforts, including surveys, workshops, and public meetings. • Collaborate with City staff and provide materials for outreach (e.g., flyers, surveys, presentations). • Document feedback and integrate it into the CAAP development process.
7. Draft and Final CAAP
• Prepare a draft CAAP for review, incorporating public and City feedback. • Deliver a final CAAP with sections on GHG inventory, vulnerability assessment, emission reduction targets, adaptation strategies, and community engagement findings.
The resulting CAAP will serve as a comprehensive, actionable roadmap for Pacific Grove to set and meet climate goals while fostering community resilience.
TOTAL PROJECT HIGH LEVEL OVERVIEW:
This initiative is anticipated to be completed within a 12-month timeframe.
Tonight's request is to authorize an agreement with Blue Strike Environmental for the amount of $99,515. This will allow the City to collaborate with Blue Strike Environmental, foster meaningful public engagement, and craft a comprehensive Climate Action and Adaptation Plan to address critical environmental priorities and Council goals.
Initial Agreement & Subsequent Amendments
If approved, the City’s standard agreement (reviewed and approved by the City Attorney, Risk Management and the California Joint Powers Insurance Authority) will be prepared for the Mayor’s signature per the standard contracting process.
OPTIONS
1. Do not approve an agreement contract with Blue Strike Environmental.
2. Provide alternative direction.
FINANCIAL IMPACT:
$100,000 has been allocated in the current City budget for Climate Action and Adaptation Planning Services. This allocation is sufficient to fund the completion of the Climate Action and Adaptation Plan.
Grant opportunities that could potentially reduce that cost will continue to be pursued during the planning process.
FOCUSED PRIORITY AREA: Environmental Stewardship
Attachments
Blue Strike Proposal
As a local Pacific Grove resident for 25 years, it is my honor to submit a response to the City of Pacific Grove’s Climate Action and Adaptation Plan (CAAP) RFP. Blue Strike Environmental emerged after launching a two year zero waste program in 2007-’08 at Forest Grove and Robert Down Elementary and working with Moe Ammar from the Pacific Grove Chamber of Commerce in 2006 to calculate the greenhouse gas emissions for Good Old Days. These small initiatives inspired me to incorporate as a small, women-owned business. That was 17 years ago.
Since then, Blue Strike Environmental has become an internationally recognized firm, specializing in climate strategy, research, technical analysis, communications, and organizational development.
We bring expertise in a wide range of fields including climate action and carbon neutrality planning, life-cycle analysis, building electrification, climate resiliency, monitoring and verification, and green technology solutions.
Blue Strike brings significant experience, offering the City three distinct advantages:
ACCESSIBLE LEADERSHIP: We have a proven track record of climate action planning for cities that are similar to Pacific Grove. Our leadership team for this project is composed of two Division Directors and the Founder and CEO. Project Manager, Kristin Cushman, Engagement Lead, Brennen Jensen, and Technical Lead, Rich Swanson, Ph.D, will provide a white glove experience as we move through this planning effort.
UNRIVALED EXPERIENCE: Our diverse experience across the globe allows us to bring a variety of best practices to this project. Given that our office is right down the street, we are also intimately familiar with the challenges and circumstances that are relevant to the City of Pacific Grove.
COMPREHENSIVE EXPERTISE: Blue Strike is uniquely structured to provide a wide range of climate and sustainability services from a single firm. Our dedicated core team are Monterey-based professionals who understand state nuances and provide on-the-ground support. Additionally, our technical experts bring diverse skill sets making our team a powerhouse capable of responding to any needs of the City. This single-firm approach ensures greater control over project timelines, costs, and priorities, eliminating the need to rely on external entities.
Our local office is primarily recognized for our Event and Venue Division, our work on SB 1383 program design, and our leadership with the Monterey Bay Climate Action Compact. However, our Climate and Energy division has worked on climate action and adaptation planning in 36 states, nine counties, and 39 communities across California.
We are confident in our ability to deliver a CAAP that meets the highest standards. Our vision is to create a resilient and sustainable future for the City of Pacific Grove and we are committed to collaborating with all stakeholders to achieve this goal. We look forward to contributing to this important project.
Sincerely,
Kristin Cushman, CEO & President
(831) 277-0167 | [email protected] | Blue Strike Environmental Woman Owned Business | Green Business Certification
COVER LETTER
PRESENTED BY:
CITY OF PACIFIC GROVE, CA | PUBLIC WORKS DEPARTMENT | 2100 SUNSET DRIVE | PACIFIC GROVE, CA 93950 DELIVERY IN HARD COPY & ELECTRONIC COPY 2:00 PM PDT, AUGUST 1, 2024 TO:
RESPONSE TO RFP TO PROVIDE
CLIMATE ACTION
AND
ADAPTATION
PLANNING
SERVICES
2 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES TABLE
OF
CONTENTS
TABLE OF CONTENTS 2
WORK PROPOSAL 3
SYNOPSIS 3
PROJECT SUMMARY 4
TIMELINE 7
AREA 1. GHG INVENTORY 8
AREA 2. VULNERABILITY ASSESSMENT 10
AREA 3. GHG REDUCTION TARGETS 13
AREA 4. GHG GOALS, STRATEGIES, AND ACTIONS PLANNING ELEMENTS 15 AREA 5. MITIGATION, CLIMATE ADAPTATION AND RESILIENCE STRATEGIES 20 AREA 6. COMMUNITY ENGAGEMENT 23
AREA 7. DRAFT AND FINAL CLIMATE ACTION AND ADAPTATION PLAN 29 MINIMUM QUALIFICATIONS, PRIOR RELATED EXPERIENCE, AND REFERENCES 31 BLUE STRIKE QUALIFICATIONS 31
CURRENT WORKLOAD 38
EXPERIENCE ON SIMILAR WORK 39
PUBLIC OUTREACH 42
ENERGY AND CLIMATE ACTION PLAN (ECAP) 46
REFERENCES 47
COST PROPOSAL 48
APPENDIX A: RESUMES 49
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 3
WORK PROPOSAL
Our team takes a professional, but friendly approach to project management. When given the chance to evaluate our performance, we have received the following comments from recent clients:
“ I appreciated the team's responsiveness, ease of
communication, kindness, knowledge, and their
commitment to going above and beyond for us.”
“ What really stood out to me was the team's
responsiveness and customer service. I felt like they
guided us and gave us direction but really wanted the
plan to reflect our specific community.”
“ I valued Blue Strike's thoughtful and patient engagement with the team and their aplomb when dealing with lots of different opinions.”
SYNOPSIS
The City of Pacific Grove (the City) deserves the very
best Climate Action and Adaptation Plan (CAAP) and
Blue Strike Environmental (Blue Strike) will deliver it. An excellent CAAP should be a roadmap outlining clear
targets, timelines, and strategies for reducing greenhouse gas (GHG) emissions, while promoting sustainable
development, resilience, adaptation and equity among
communities affected by climate change.
Implementing the CAAP will require mobilizing individuals across departments, and residential and business
communities. It will require reaching beyond the “early adopters” into parts of the community and City operations that do not often consider climate change or its impacts.
To do so, Blue Strike will leverage a proven process,
working closely with City staff to create a clear roadmap and compelling narrative.
UNCOVER
NEEDS AND
VALUES
TELL A
DATA-DRIVEN
STORY
CO-CREATE CROWD
PLEASING STRATEGIES
ACTIONABLE
INTEGRATED
B RA N D ED
F U N D E D
PM
BLUE STRIKE PROCESS
4 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
WORK PROPOSAL
We begin by uncovering the needs and values of the City as they relate to climate action. To do this, we listen. We listen to you, the project team, and to City staff, and leadership. We listen to residents and business leaders, and we seek out and listen to those who don’t often have a seat at the table.
We even listen to skeptics. In the process, we uncover the needs of the community and the shared values that make Pacific Grove unique.
Second, we tell a data-driven story. We weave quantitative insights about energy use and other emission drivers, into a narrative that illuminates trends, patterns, and correlations, making complex information accessible and engaging to a wider audience. This approach is crucial for grounding discussions in evidence, driving informed decision-making, and compelling action by presenting data in a context that highlights its relevance and impact on City-wide issues.
Third, we co-create crowd-pleasing solutions with you. Crowd-pleasing solutions have broad appeal because they address shared values and needs. Solutions must certainly reduce emissions, but when they also increase resiliency, save money, promote quality of life, and improve equity we call them “win-win.”
All of our plans are actionable, integrated, branded and funded. They are actionable, featuring specific, measurable steps that enable swift execution and tangible results. They are integrated, ensuring that each initiative complements and enhances existing City planning efforts, creating a cohesive strategy. They are branded to make the climate action plan instantly recognizable to your community. Lastly, our plans are funded – high impact strategies are matched with likely financing sources, so you can proceed with minimal financial obstacles.
PROJECT MANAGEMENT
ORGANIZATION: To organize our work effort, we use cloud-based platforms like Google Drive to store all project-related documents, including meeting minutes, draft deliverables, and presentations. This approach ensures transparency and facilitates easy access to data. We offer various communication channels tailored to Pacific Grove’s preferences, ranging from email to phone calls and in person or virtual meetings. Our priority is to respond promptly to queries and concerns, fostering smooth information flow. Additionally, we keep detailed engagement records to track project exchanges, which inform the development of the CAAP. Flexibility is key, as we adapt our communication methods to evolving project dynamics. Our aim is to create an inclusive and collaborative environment conducive to the successful implementation of the City’s CAAP.
PROJECT TRACKING: Moreover, we will utilize Monday.com, an advanced project management tool, to enhance communication, task allocation, and progress tracking. Monday.com serves as a centralized hub for project management and collaboration, ensuring all team members stay informed about tasks, deadlines, and priorities. This platform will be accessible to the City at no cost, further promoting transparency and efficiency in project-related activities and communications. Refer to Figure 1.
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 5 FIGURE 1: SAMPLE MONDAY.COM
WORK PROPOSAL
ppppy y
various communication channels tailored to Pacific Grove’s preferences, ranging from email to phone calls and in person or virtual meetings. Our priority is to respond promptly to queries and concerns, fostering smooth information flow. Additionally, we keep detailed engagement records to track project exchanges, which inform the development of the CAAP. Flexibility is key, as we adapt our communication methods to evolving project dynamics. Our aim is to create an inclusive and collaborative environment conducive to the successful implementation of the City’s CAAP.
Project tracking: Moreover, we will utilize Monday.com, an advanced project management tool, to enhance communication, task allocation, and progress tracking. Monday.com serves as a centralized hub for project management and collaboration, ensuring all team members stay informed about tasks, deadlines, and priorities. This platform will be accessible to the City at no cost, further promoting transparency and efficiency in project-related activities and communications. Refer to Figure 1.
Figure 1: Sample Monday.com
6 INTER-GOVERNMENTAL COORDINATION: Blue Strike recognizes that our team must play a pivotal role in fostering intergovernmental coordination, working closely with ReGen, Monterey Bay Air Resources District, Central Coast Community Energy, California Coastal Commission, and others to ensure the successful development and implementation of the CAAP. This coordination will be essential throughout the duration of the cooperative agreement, facilitating seamless communication and collaboration among all involved parties.
COMMUNICATION STRATEGY: Blue Strike will develop a detailed communication strategy outlining the frequency and methods of communication with stakeholders at the outset of the project. 6 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
PROJECT SUMMARY
AREA 1. GHG INVENTORY
• Task 1.1 GHG Emissions Forecast
AREA 2. VULNERABILITY ASSESSMENT
• Task 2.1 Vulnerability Assessment
AREA 3. GHG REDUCTION TARGETS
• Task 3.1 Existing Conditions Assessment
• Task 3.2 Target Setting
AREA 4. GHG GOALS, STRATEGIES, AND
ACTIONS PLANNING ELEMENTS
• Task 4.1 Climate Tracker (User Guide)
• Task 4.2 Prioritization Methodology
• Task 4.3 Funding Mechanisms
• Task 4.4 Implementation Plan
AREA 5. MITIGATION, CLIMATE ADAPTATION
AND RESILIENCE STRATEGIES
• Task 5.1 Framework Selection
• Task 5.2 Guiding Principles
• Task 5.3 List of Strategies & Actions
• Task 5.4 Adaptation and Resilience Policies &
Strategies
WORK PROPOSAL
AREA 6. COMMUNITY ENGAGEMENT
• Task 6.1 Community Survey
• Task 6.2 Community and Stakeholder
Engagement Plan
• Task 6.3 Develop Outreach Materials
• Task 6.4 Community Workshops
• Task 6.5 Stakeholder Engagement Report
• Task 6.6 Presentations to the City Council
• Task 6.7 Presentations to the Planning
Commission
AREA 7. DRAFT AND FINAL CLIMATE ACTION
AND ADAPTATION PLAN
• Task 7.1 Draft Plan
• Task 7.2 Review & Feedback Integration
• Task 7.3 Final Plan
• Task 7.4 Progress Reporting Template
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 7 2025
Jan Feb Mar Apr May Jun Jul Aug
Task Description
Project Management
Area 1. GHG Inventory
Task 1.1 GHG Emissions Forecast
Area 2. Vulnerability Assessment
Task 2.1 Vulnerability Assessment
Area 3. GHG Reduction Targets
Task 3.1 Existing Conditions Assessment
Task 3.2 Target Setting
Area 4. GHG Goals, Strategies, and Actions
Planning Elements
Task 4.1 Climate Action Tracker
Task 4.2 Prioritization Methodology
Task 4.3 Funding Mechanisms
Task 4.4 Implementation Plan
Area 5. Mitigation, Climate Adaptation and
Resilience Strategies
Task 5.1 Framework Selection
Task 5.2 Guiding Principles
Task 5.3 Mitigation Policies & Strategies
Task 5.4 Adaptation and Resilience
Policies & Strategies
Area 6. Community Engagement
Task 6.1 Community Survey
Task 6.2 Community and Stakeholder
Engagement Plan
Task 6.3 Develop Outreach Materials
Task 6.4 Community Workshop
Task 6.5 Stakeholder Engagement Report
Task 6.6 Presentations to the
City Council
Task 6.7 Presentations to the Planning
Commission
Area 7. Draft and Final Climate Action and
Adaptation Plan
Task 7.1 Draft Plan
Task 7.2 Review & Feedback Integration
Task 7.3 Final Plan
WORK PROPOSAL
TIMELINE
8 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES ➜ SCOPE 1: Direct, on-site burning of fossil fuels, such as natural gas consumption ➜ SCOPE 2: Emissions from purchased electricity
➜ SCOPE 3: Indirect emissions over which the city may have limited control The City has taken steps toward reducing its impact on the environment by calculating its 2005 baseline GHG emissions and updating the inventory every few years. In doing so, the City can confirm that it has met the AB 32 2020 GHG emissions reduction targets. This updated municipal and community-wide inventory will create emission reduction targets that align with new SB 32 legislation:
40% below 1990 levels by 2030; 80% below 1990 levels by 2050.
AREA 1:
GHG INVENTORY
W O R K P R O P O S A L
TASK 1.1 GHG EMISSIONS FORECAST
Blue Strike will forecast projected levels of using 2020 GHG emissions through 2050. This process will yield a comprehensive Business-as-Usual (BAU) scenario, depicted in Figure 2, and an Adjusted Business-as-Usual (ABAU) scenario, illustrated in Figure 3. This scenario will encompass the impacts of relevant legislative and executive actions at local, regional, and state levels, allowing for in-depth analysis and strategic planning. Blue Strike has completed dozens of GHG Inventories and projections for cities throughout California so we are familiar with State targets, regulations, and resources including the California Air Resources Board (CARB), the California Climate Action Registry (CCAR), and The Climate Registry (TCR).
Looking to 2050
Figure 12 Business-as-usual forecast
Figure 13 Adjusted business-as-usual forecast
0 20,000
40,000
60,000
80,000
100,000
120,000
MTCO2e
Adjusted BAU Forecast (2018 - 2050)
Transportation & Mobile Sources Residential Energy Commercial Energy Solid Waste Water & Wastewater Vehicle Fleet
Employee Commute Solid Waste Facilities Buildings & Facilities Water & Wastewater Treatment Facilities Street Lights & Traffic Signals 0 20,000
40,000
60,000
80,000
100,000
120,000
140,000
MTCO2e
BAU Forecast (2018 - 2050)
Transportation & Mobile Sources Residential Energy Commercial Energy Solid Waste Water & Wastewater Employee Commute
Vehicle Fleet Solid Waste Facilities Buildings & Facilities Water & Wastewater Treatment Facilities Street Lights & Traffic Signals LOS ALTOS ▶▶▶ CLIMATE ACTION AND ADAPTATION PLAN ▶▶▶ 2022 31 To determine what the City’s
emissions might look like in 2050,
a series of emissions forecasts were
developed. First a Business-As-Usual
(BAU) forecast was developed to
forecast the City’s emissions without
any additional action from federal,
State, or local governments. A series
of growth factors such as population
and household growth were applied
to the City’s baseline emissions, with
the results shown below.
Without any additional action, the
City’s emissions are expected to
increase from 111,320 metric tons
in 2018 to 116,346 metric tons in
2050.
To project the City’s emissions
in 2050 including the expected
impacts of State and local actions,
an Adjusted Business-As-Usual
(ABAU) forecast was developed. This
forecast, shown in Figure 13, includes
expected increases in fuel economy
and building energy efficiency in
California, increased EV adoption
ADJUSTED BAU FORECAST (2018-2050)
BAU FORECAST (2018-2050)
FIGURE 2: BUSINESS-AS-USUAL FORECAST
Looking to 2050
Figure 12 Business-as-usual forecast
Figure 13 Adjusted business-as-usual forecast
0 20,000
40,000
60,000
80,000
100,000
120,000
MTCO2e
Adjusted BAU Forecast (2018 - 2050)
Transportation & Mobile Sources Residential Energy Commercial Energy Solid Waste Water & Wastewater Vehicle Fleet
Employee Commute Solid Waste Facilities Buildings & Facilities Water & Wastewater Treatment Facilities Street Lights & Traffic Signals 0 20,000
40,000
60,000
80,000
100,000
120,000
140,000
MTCO2e
BAU Forecast (2018 - 2050)
Transportation & Mobile Sources Residential Energy Commercial Energy Solid Waste Water & Wastewater Employee Commute
Vehicle Fleet Solid Waste Facilities Buildings & Facilities Water & Wastewater Treatment Facilities Street Lights & Traffic Signals LOS ALTOS ▶▶▶ CLIMATE ACTION AND ADAPTATION PLAN ▶▶▶ 2022 31 To determine what the City’s
emissions might look like in 2050,
a series of emissions forecasts were
developed. First a Business-As-Usual
(BAU) forecast was developed to
forecast the City’s emissions without
any additional action from federal,
State, or local governments. A series
of growth factors such as population
and household growth were applied
to the City’s baseline emissions, with
the results shown below.
Without any additional action, the
City’s emissions are expected to
increase from 111,320 metric tons
in 2018 to 116,346 metric tons in
2050.
To project the City’s emissions
in 2050 including the expected
impacts of State and local actions,
an Adjusted Business-As-Usual
(ABAU) forecast was developed. This
forecast, shown in Figure 13, includes
expected increases in fuel economy
and building energy efficiency in
California, increased EV adoption
ADJUSTED BAU FORECAST (2018-2050)
BAU FORECAST (2018-2050)
FIGURE 3: ADJUSTED BUSINESS-AS-USUAL FORECAST
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 9 AREA 1:
GHG INVENTORY
W O R K P R O P O S A L
In collaboration with the City, Blue Strike will evaluate and discuss additional future emissions scenarios that are pertinent to the City's context and goals. An exploration of the City’s ScienceBased Target (SBT) could provide insights into the City’s role in mitigating global temperature increases to less than 1.5 degrees Celsius.
Using the ABAU forecasted emissions estimated for the anticipated years 2030, 2045, and 2050, alongside the selected reduction targets, Blue Strike will assess the emissions gap that the City will need to address to achieve the specified targets. This assessment will inform the development of a reduction scenario aimed at meeting or surpassing the GHG reduction targets. The resulting analysis will demonstrate project emissions reductions by sector and scope. A visual representation similar to Figure 4 will be produced to illustrate our analysis.
FIGURE 4: EMISSION REDUCTION BY FOCUS AREA
The resulting analysis will demonstrate project emissions reductions by sector and scope. A visual representation similar to Figure 7 will be produced to illustrate our analysis.
Figure 7: Emission Reductions by Focus Area
Subtask 2.5: GHG Inventory & Forecasts Report
Utilizing appropriate data sources, a GHG Inventory Report will then be provided, including the details, assumptions, data sources, methodology, and benchmarks used to calculate both baseline GHG inventories. Once these steps are completed, a narrative will be developed, describing the inventories, methodology, emissions factors, and protocol compliance. This report will be incorporated into the draft and final BGCAP in an appendix.
Task 2 Deliverables:
AREA 1 DELIVERABLES:
✔ GHG Inventory Forecasts
10 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES AREA 2:
VULNERABILITY
ASSESSMENT
W O R K P R O P O S A L
Our climate and adaptation planning approach is deeply rooted in collaborative work with local governments, where we assess current assets, identify vulnerabilities to climate change, and forecast future impacts to develop tailored adaptation frameworks. This experience empowers us to integrate cutting-edge innovation and technology with established best practices, effectively meeting the unique needs of the Pacific Grove community. In doing so, our overarching vision is to bridge the gap between high-level sustainability and climate action planning and the local communities directly impacted by these plans. We strive for an effective alignment of planning goals with the genuine priorities of the community, which, in the context of Pacific Grove, means respecting its unique demographic, economic, and environmental diversity. Among many others, we’ve had success implementing this approach for Cities like Los Altos, CA and La Cañada Flintridge, CA.
TASK 2.1 ASSESS VULNERABILITY
With both the previously identified and newly added risks, our team will conduct a comprehensive Vulnerability Assessment for the City. Our analysis will address any disproportionate impacts that climate change may have on vulnerable populations across the City, particularly seniors, children, low-income residents, and persons with disabilities. Our approach will utilize the framework outlined in the U.S. Climate Resilience Toolkit.
We will dive deeper to assess the critical issues and evaluate their likelihood and total impact potential.
We will consider a variety of impact areas for each risk identified including those listed in Figure 5.
FIGURE 5: IMPACT AREAS FOR PACIFIC GROVE’S VULNERABILITY ASSESSMENT
IMPACT AREAS EXAMPLE IMPACTS
Disadvantaged Communities Increased public health and safety risks including air and water quality, and natural disasters
Weather-Resistant and
Resilient Infrastructure Transportation, utilities/energy, water, buildings/facilities Natural Resources Environmental resources, natural habitat, recreation and open spaces Socioeconomic Resources Public health, economy, cultural resources, social systems/human services
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 11 We will then prioritize and rank risks using the Risk Matrix approach (Figure 6). This approach considers the anticipated frequency of the risk occurring combined with its potential impact on vulnerable populations, the local economy, natural resources, City infrastructure, and more.
Resources such as the County’s Local Hazard Mitigation Plan and the vulnerability assessment previously conducted for the Safety Element of the City’s General Plan can be used to quantify risks, assigning them a monetary value, and allow the Team to consider the cost of inaction. Additionally Blue Strike has tools to offer the City to calculate figures such as the social cost of carbon emissions, impacts on public health, and more.
FIGURE 6: RISK MATRIX APPROACH
AREA 2:
VULNERABILITY
ASSESSMENT
W O R K P R O P O S A L
Additionally Blue Strike has tools to offer the City to calculate figures such as the social cost of carbon emissions, impacts on public health, and more.
Figure 9: Risk Matrix Approach
Information and data collected throughout this task will be cataloged and used to complete later work including the development and prioritization of goals, strategies and actions in the CAAP.
Our Team will work to integrate ideas and information from the GHG inventory and the vulnerability assessment when appropriate to create a thoughtful and impactful CAAP for the Pacific Grove community.
Investigate Options
Given that we have thoroughly identified and analyzed the City’s risks and vulnerabilities, we will investigate options for adaptation, mitigation, and improved resilience. Our Team will leverage our experience, online tools, and key stakeholder knowledge to develop a menu of solutions. We will consider action taken by neighboring jurisdictions, the State, and guidance from federal agencies.
Prioritize Plan
Using the list of solutions created in Step Three, we will prioritize solutions based on potential for risk exposure and impacts on vulnerable populations. Solutions will be addressed at both the community and government operations levelsWe will work closely with The City and reference Information and data collected throughout this task will be cataloged and used to complete later work including the development and prioritization of goals, strategies and actions in the CAAP. Our Team will work to integrate ideas and information from the GHG inventory and the vulnerability assessment when appropriate to create a thoughtful and impactful CAAP for the Pacific Grove community. 12 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES AREA 2:
VULNERABILITY
ASSESSMENT
W O R K P R O P O S A L
INVESTIGATE OPTIONS
Given that we have thoroughly identified and analyzed the City’s risks and vulnerabilities, we will investigate options for adaptation, mitigation, and improved resilience. Our Team will leverage our experience, online tools, and key stakeholder knowledge to develop a menu of solutions. We will consider action taken by neighboring jurisdictions, the State, and guidance from federal agencies.
PRIORITIZE PLAN
Using the list of solutions created in Step Three, we will prioritize solutions based on potential for risk exposure and impacts on vulnerable populations. Solutions will be addressed at both the community and government operations levels. We will work closely with The City and reference tools such as FEMA’s National Risk Index Tool, U.S. Census data, and the EPA’s ARC-X tool to identify climate resilience priorities.
TAKE ACTION
Step Five will be completed as part of the implementation of the CAAP. Our Team will ensure the City is equipped with resources, tools, and detailed plans to take action and make the City more resilient to climate change with special consideration for the community’s vulnerable populations.
AREA 2 DELIVERABLES:
✔ Vulnerability Assessment
• Includes an update and further identification of hazards, narrative explaining the risk and sensitivity of each hazard, and how the identified risks impact vulnerable populations of Pacific Grove.
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 13
BLUE STRIKE
BEST PRACTICE:
INTEGRATED PLANS
Your plan will be
integrated. Integration
ensures that every
initiative complements
and enhances your
existing planning efforts
and avoids duplicating
efforts. It also ensures
alignment with regional
and state level planning for
climate-related activities.
By creating a cohesive
approach, our climate
action and adaptation plan
works in harmony with your
overall development goals,
amplifying impact and
efficiency.
AREA 3:
GHG REDUCTION TARGETS
W O R K P R O P O S A L
TASK 3.1 EXISTING CONDITIONS
ASSESSMENT
Blue Strike will undertake comprehensive research and
data collection in various areas crucial for the development of the CAAP. Our approach involves a thorough review of existing City General Plans, codes, policies, programs, and commitments to environmental sustainability and climate resiliency. We will meticulously analyze these documents to extract pertinent information and recommendations
related to the development of the CAAP and GHG
emissions reductions. Furthermore, to ensure the CAAP
is well-rounded and informed by successful precedents,
we will study best practices from cities comparable to
Pacific Grove in terms of size, scale, and physical context.
This will involve analyzing effective climate action plans, mitigation, adaptation measures, financing mechanisms,
and community outreach techniques from these cities. Our research will not only cover local and municipal strategies but will also extend to state guidelines, ensuring our
strategies align with higher-level directives. Our review will include but not be limited to the following documents:
CITY PLANS:
• Land Use Plan and Implementing Ordinances
• Local Coastal Program Land Use Plan
• Forest Hill Specific Plan
• 1984 General Plan
• 2014 Local Water Impact Report
• 2015 Vulnerability Assessment
• 2023 Housing Element Update
REGIONAL PLANS:
• Pending Monterey County CCAAP
• 2016 City of Monterey CAP
• 2021 Monterey One Water CAAP
• 2023 City of Salinas CAP
• 2022 City of Carmel-by-the-Sea CAP
• 2030 City of Santa Cruz CAP
14 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES AREA 3:
GHG REDUCTION TARGETS
W O R K P R O P O S A L
STATE LEGISLATION:
• 2022 State of California Building Codes
• Governor Newsom’s California Climate Commitment
• CARB's 2022 Scoping Plan for Achieving Carbon Neutrality • AB 32 Global Warming Solutions Act of 2006
• California Senate Bill 32
• California’s SB 379
• California’s SB 100, The 100 Percent Clean Energy Act of 2018 • California Executive Order B-55-18
TASK 3.2 TARGET SETTING
Given the results of the GHG inventory completed in Area 1, Blue Strike will assist the City in determining emission reduction targets for community-wide and municipal emissions that are both ambitious and achievable. Targets will be set for 2030, 2045, and 2050. This process will begin with a review of existing federal, state and city legislation in addition to targets set by comparable communities. This information, along with the GHG inventory will be used to inform the targets.
Blue Strike will ensure that all targets are in alignment and are compliant with state and federal regulations as shown in Figure 7.
FIGURE 7: REDUCTION TARGET COMPARISON TABLE
2025 2030 2035 2040 2045 2050
Paris
Agreement
Net Zero
Carbon
Science Based
Targets
50% baseline
reduction
Net Zero
Carbon
United States
50%-52%
reduction from
2005 levels
State of
California
40% reduction
from 1990 levels
85% reduction
from 1990 levels
City of Carmel 40% reduction
from 1990 levels
Carbon
Neutrality
City of
Santa Cruz
40% reduction
from 1990 levels
Carbon
Neutrality
AREA 3 DELIVERABLES:
✔ Existing Conditions Assessment
✔ GHG emissions reduction targets
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 15 AREA 4: GHG GOALS,
STRATEGIES, AND ACTIONS
PLANNING ELEMENTS
W O R K P R O P O S A L
TASK 4.1 CLIMATE ACTION TRACKER (USER GUIDE)
A critical component of our methodology is the development of a Climate Action Tracker, a comprehensive, online, Excel-based tracker that will centralize and summarize the prior plans, knowledge, and ongoing initiatives that may be relevant to this project as shown in Figure 8. We will utilize this innovative interactive simulation tool, to identify the most cost efficient and feasible set of strategies for reaching the carbon neutrality targets, and other goals, under different investments and assumptions. This tool will be used throughout the planning process and will be accessible to the City, serving as a collaborative platform—a shared digital workspace for both the City Project Team and Blue Strike. It will evolve as a foundational document, subject to revisions as additional review and analysis occurs, providing a consolidated overview of the City's climate action journey.
THE CLIMATE TRACKER'S FUNCTIONS INCLUDE:
Review Data: The findings of the existing conditions assessment will be systematically recorded in the Climate Action Tracker to establish a baseline for future assessments.
Strategy Formulation: Using the existing conditions assessment as a baseline, we will develop potential goals and strategies for the final CAAP, which will be documented in the Climate Action Tracker.
Collaboration & Feedback: The Climate Action Tracker will be shared with the City Project Team, encouraging real-time feedback and ideas on draft goals and strategies, making it a collaborative tool.
Monitoring & Tracking: The Climate Action Tracker will store the Implementation Plan (Task 4.4), serving as a strategic blueprint for monitoring, tracking, and reporting the plan's progress.
FIGURE 8: FORMAT OF THE CLIMATE ACTION TRACKER
the City Project Team and Blue Strike. It will evolve as a foundational document, subject to revisions as additional review and analysis occurs, providing a consolidated overview of the City's climate action journey.
THE CLIMATE TRACKER'S FUNCTIONS INCLUDE:
Review Data: The findings of the existing conditions assessment will be systematically recorded in the Climate Action Tracker to establish a baseline for future assessments.
Strategy Formulation: Using the existing conditions assessment as a baseline, we will develop potential goals and strategies for the final CAAP, which will be documented in the Climate Action Tracker.
Collaboration & Feedback: The Climate Action Tracker will be shared with the City Project Team, encouraging real-time feedback and ideas on draft goals and strategies, making it a collaborative tool.
Monitoring & Tracking: The Climate Action Tracker will store the Implementation Plan (Task 4.4), serving as a strategic blueprint for monitoring, tracking, and reporting the plan's progress.
Figure 11: Format of the Climate Action Tracker
Task 4.2 Prioritization Methodology
Once the menu of strategies is identified, our team will collaborate with the City to prioritize each strategy. This process typically involves ranking a range of factors relevant to and selected by the CitiPiititiMtiSttithld thf ft
16 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES AREA 4: GHG GOALS,
STRATEGIES, AND ACTIONS
PLANNING ELEMENTS
W O R K P R O P O S A L
TASK 4.2 PRIORITIZATION METHODOLOGY
Once the menu of strategies is identified, our team will collaborate with the City to prioritize each strategy. This process typically involves ranking a range of factors relevant to and selected by the City using a Prioritization Matrix. Strategies are then analyzed across the range of factors selected.
The analysis will utilize the best available information provided by the City, or other sources where necessary. The analysis is intended to provide a high-level review of the potential costs, related GHG reductions and co-benefits, etc. for each strategy. It is designed for context and screeninglevel measure selection rather than an in-depth evaluation. Scoring factors may include:
• Greenhouse gas reduction potential –
How effective is this strategy in meeting the City's greenhouse gas reduction target(s)? • Potential cost & benefits –
Does the strategy offer a low, medium, or high return on investment? • Implementation feasibility – How easy or challenging is it to implement this strategy? • Funding availability –
Is it likely to secure funding for this strategy?
• Co-benefits –
Does this strategy offer additional benefits like health, cleaner air, or economic growth for example? • Alignment with existing initiatives –
Does this strategy align well with the City's existing policies and initiatives? • Equity –
Does this strategy benefit vulnerable or disadvantaged communities within the City? This type of scoring and ranking process will allow the City to determine the most relevant strategies and measures to meet its unique goals and characteristics and align with its priorities. Figure 9 shows an example of a high-level analysis of a Prioritization Matrix.
FIGURE 9: PRIORITIZATION MATRIX SAMPLE
● Greenhouse gas reduction potential - How effective is this strategy in meeting the City's greenhouse gas reduction target(s)?
● Potential cost & benefits – Does the strategy offer a low, medium, or high return on investment?
● Implementation feasibility – How easy or challenging is it to implement this strategy? ● Funding availability – Is it likely to secure funding for this strategy? ● Co-benefits – Does this strategy offer additional benefits like health, cleaner air, or economic growth for example?
● Alignment with existing initiatives – Does this strategy align well with the City's existing policies and initiatives?
● Equity – Does this strategy benefit vulnerable or disadvantaged communities within the City?
This type of scoring and ranking process will allow the City to determine the most relevant strategies and measures to meet its unique goals and characteristics and align with its priorities.
Figure 12 shows an example of a high-level analysis of a Prioritization Matrix.
Figure 12: Prioritization Matrix sample
Task 4.3 Funding Mechanisms
Blue Strike will compile a list of funding
mechanisms and match each to a
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 17
BLUE STRIKE
BEST PRACTICE:
FUNDED PLANS
Your plan will be funded.
While we cannot directly
finance your strategies -
we wish we could! - we
can provide you with
state and federal funding
options that specifically
match each one. Further,
we can help design
creative internal financing
mechanisms, such as
revolving funds, publicprivate partnerships,
and revenue-based
approaches, among
others. Matching climate
projects with specific
funding mechanisms
helps overcome a
significant implementation
hurdle.
AREA 4: GHG GOALS,
STRATEGIES, AND ACTIONS
PLANNING ELEMENTS
W O R K P R O P O S A L
TASK 4.3 FUNDING MECHANISMS
Blue Strike will compile a list of funding mechanisms
and match each to a reduction measure. The funding
mechanisms will include local, state, and federal grants, rebate and incentive programs, and internal funding
mechanisms (bonds, taxes, fees, funds, etc.).
Our recent experience in conducting a comprehensive
analysis of funding sources for the implementation for
the City of Orange County, NC’s CAAP, in addition to
our extensive work with other agencies and plans, has
equipped us with a deep understanding of state and
federal funding opportunities, emerging private capital solutions, and many other options. We will leverage this expertise to provide funding strategies that are tailored to each project. As a possible additional service, our
team, which includes experts in climate finance, can assist with creating terms sheets, grant proposals, and financial models to support fund acquisition.
A snapshot of Orange County, NC’s CAAP Funding Plan is
shown as Figure 10.
18 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES FIGURE 10: SNAPSHOT OF FUNDING PLAN
AREA 4: GHG GOALS,
STRATEGIES, AND ACTIONS
PLANNING ELEMENTS
W O R K P R O P O S A L
145 2023 CLIMATE ACTION PLAN ORANGE COUNTY, NORTH CAROLINA
APPENDIX F COMPREHENSIVE FUNDING PLAN
STRATEGY IMPLEMENTATION
YEAR
ESTIMATED
COST LEAD COST
ASSUMPTION
POSSIBLE
FUNDING
SOURCE(S)
POTENTIAL
PARTNERS
2024
T 1.2 Transition to
smaller, energyefficient buses or vans
during peak hours,
providing efficient and
reliable services
2024 $300,000 Transportation
$100k for
developing and
implementing a
transition plan.
$200k for
adjusting off-peak
schedules.
FTA/DOT
programs
Low interest
loans
Operating
and Capital
budgets
Orange County
Transportation
T 1.3 Explore
innovative public
transportation options
2024 $170,000 Transportation
$50k for
comprehensive
study.
$20k for
stakeholder
engagement.
$100k to expand
MOD, including
vehicles and other
operational costs.
DOT programs
TDM Coordinator,
Orange County
Transportation;
EVs for Orange;
“TransLoc.”
rideshare app
features
T 2.1 Initiate
pilot marketing
campaigns that use
innovative means/
methods to inform
community about
public transportation
options/programs/
incentives
2024 $20,000 Transportation
$10k for marketing
campaigns
(development and
deployment).
$10k for
partnering
activities
and program
participation
incentives.
Operating
and Capital
budgets
TDM Coordinator,
Orange County
Transportation;
PIO office to
come up with
a “Just the
Bus” or similar
campaign(s),
distribute through
communication
networks
T 2.2 Partner with
chamber networks
and the Regional
Transportation
Alliance to develop
education programs
around the Orange
County Commuter
Options program and
similar multimodal
transportation
solutions for private
businesses
2024 $7,000 Transportation
0.1 FTE for
program
development and
coordination.
Operating
and Capital
budgets
HillsboroughOrange County
Chamber of
Commerce,
Chapel HillCarrboro
Chamber of
Commerce
T 3.1 Publicize and
promote greenway
trails and multi-modal
transit lanes as an
alternative means of
transportation through
Parks and Recreation
educational programs,
special events,
promotions, outreach
and marketing efforts
2024 $10,000 DEAPR
$10k to crosspromote and
develop new
promotional
materials and
events.
Operating
and Capital
budgets
DEAPR, Climate
Action Coalition
of Orange
Co.; local bike
shops, Carolina
Tarwheels;
BikeWalkNC;
Chapel Hill
Cycling; Bicycle
Alliance of
Chapel Hill
1 ORANGE COUNTY, NC • APPENDICES
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 19
BLUE STRIKE
BEST PRACTICE:
ACTIONABLE PLANS
Your plan will be
actionable. The goals
developed through the
engagement can be
realized through crowdpleasing strategies
that provide benefits
to everyone in your
community. But we go
one step further by
deriving action steps to
support every strategy.
These steps have dates
for completion, assign
responsible departments,
and include metrics to
recognize success.
TASK 4.4 IMPLEMENTATION PLAN
Blue Strike aims to deliver a cost-effective, living plan that includes iterative steps for evaluating implementation and investment costs at key points. We will gather information, case studies, and costs of each reduction strategy to determine budgetary impacts and goal achievement. By mapping goals onto phases, the CAAP will be an interconnected document with strategies building upon each other. Our Implementation Plan is envisioned to be a living and adaptive roadmap, characterized by evaluative steps and refined processes that scrutinize both implementation and investment costs at crucial junctures. This CAAP will serve as a strategic blueprint, detailing lead agencies, partners, implementation costs, timeframe, and funding mechanisms, ensuring a coordinated approach in executing each measure.
Timeframe. Establishing goals and timelines for each initiative will allow the City to monitor progress, allocate resources, and understand implementation requirements. Our team is skilled in establishing goals and timelines tailored to each City's circumstances, and we will work closely with the City to develop appropriate ones. Additionally, we will consider the availability of funding resources and schedule implementation at strategic times to maximize funding opportunities.
Metrics. Establishing a comprehensive set of metrics and performance tracking indicators to evaluate the success and impact of each strategy. These indicators will enable effective monitoring of climate action and adaptation efforts, providing valuable insights for ongoing evaluation.
Possible metrics include vehicle miles traveled, energy use, transportation mode shifts, kW installed, EV adoption, gallons of fuel, and more.
Lead Department. City lead department or personnel responsible for spearheading and overseeing the implementation efforts will be identified, fostering accountability, and propelling effective coordination throughout every phase. This is pivotal in ensuring synchronized efforts and alignments with the various stakeholders, avoiding overlaps, and ensuring the realization of each measure in the envisaged timeframe.
Potential Partners. In collaboration with the City, We will identify potential partners who can collaborate with the City to enhance the effectiveness and impact of the proposed initiatives. We will leverage our extensive network and expertise to recommend suitable partners for collaborative efforts.
AREA 4: GHG GOALS,
STRATEGIES, AND ACTIONS
PLANNING ELEMENTS
W O R K P R O P O S A L
AREA 4 DELIVERABLES:
✔ Climate Action Tracker
✔ Prioritization Matrix
✔ Funding Plan
✔ Implementation Plan
20 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES AREA 5:
MITIGATION, CLIMATE
ADAPTATION AND
RESILIENCE STRATEGIES
W O R K P R O P O S A L
TASK 5.1 FRAMEWORK SELECTION
Following the completion of the GHG inventory, Blue Strike and the City will discuss a strategic framework for the CAAP and its GHG emission reduction strategies. Blue Strike has found that establishing this framework early on in the project can keep our discussion focused and within scope.
We will begin by creating a broad framework to communicate focus areas: Mitigation, Adaptation, and Resilience Next, we will choose resource and service areas that will serve as a secondary framework for the final CAAP document. Current resource and service areas to consider include transportation, land use, energy use, water reduction, water use, waste, carbon sequestration, current and emerging climate threats and community behavior characteristics. We will work closely with the City to determine the most appropriate framework topics given the priorities and needs of the City.
TASK 5.2 GUIDING PRINCIPLES
Once a broad framework of communication is
established, Blue Strike will establish Guiding
Principles within Mitigation, Adaptation, and
Resilience focus areas. As an example, Las Vegas
Convention Center committed to a pledge of carbon
neutrality; however, we identified eight (8) Guiding
Principles to uphold the implementation of the CAP in
its entirety. The Principles were also used to convey
the Convention Center’s priorities to stakeholders.
8 GUIDING PRINCIPLES OF THE CAP
1. Reach overarching GHG Goals: Achieve a 50%
reduction in Scopes 1 and 2 by 2030 and 100% by
2050 using a 2022 baseline; begin tracking Scope
3 data as available.
2. Reach water usage reduction goals: Reduce water consumption annually per square foot.
3. Reach waste diversion goals: Achieve 75% diversion by 2027, and 90% by 2035.
4. Establish governance: Strengthen internal and external management and accountability structures to ensure the LVCVA achieves the goals outlined in the CAP.
5. Communicate: Build a community engagement strategy to integrate communication and reporting protocols across the facility and event partners.
6. Develop resilience: Be prepared for climate emergencies.
7. Provide resources: Be purposeful in understanding and prioritizing the funding needed to implement this CAP.
8. Partner: Partner with facility and destination stakeholders.
TRANSPORTATION
CLIMATE
ACTION
PLAN
FOCUS
AREAS
LAND USE COMMUNITY
BEHAVIOR CHARACTERISTICS
CURRENT & EMERGING CLIMATE THREATS
ENERGY USE
WASTE WATER USE
WATER
CARBON REDUCTION
SEQUESTRATION
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 21 FIGURE: THE RELATIONSHIP BETWEEN MITIGATION AND ADAPTATION ACTIONS Figure 15 Relationship between mitigation and adaptation actions
MITIGATION ADDRESS
THE CAUSE
ADAPTATION ADDRESS
THE IMPACTS
SUSTAINABLE
TRANSPORTATION
CLEAN
ENERGY
BUILDING
ELECTRIFICATION
WASTE
REDUCTION
BUILDING
WEATHERIZATION
SMART
GROWTH
GREEN INFRASTRUCTURE
DISASTER
PREPAREDNESS
RESTORATION OF
NATURE AREAS
EQUIP
COMMUNITIES FOR
EXTREME WEATHER
SEA LEVEL RISE
PROTECTION
WATER AND ENERGY
CONSERVATION
AREA 5:
MITIGATION, CLIMATE
ADAPTATION AND
RESILIENCE STRATEGIES
W O R K P R O P O S A L
TASK 5.3 MITIGATION POLICIES & STRATEGIES
Blue Strike will collaborate closely with the City to devise and refine an array of goals, strategies and actions tailored towards reducing GHG emissions through the reduction targets selected in Area 3.1, considering factors such as GHG emissions reduction potential, feasibility, metrics, milestones, coprogramming opportunities, and regulatory and technical considerations.
The non-exhaustive list of areas we will consider to develop the menu of strategies and actions includes, but is not limited to:
• Building electrification
• Streamlining of retrofitting permit process
• Development of a Net Zero pledge
• Fuel switching programs for vehicles and
buildings
• Residential solar and solar + storage
programs
• Programs to speed up EV adoption
• Programs to promote alternative means of
transportation
• Expansion in the number of EV charging
stations
• Development of community resiliency
centers at schools, fire stations, and
community centers for use in times of Public
Safety Power Shutoff (PSPS) or climate
emergency.
• The potential for microgrid/community
resiliency projects
TASK 5.4 ADAPTATION AND RESILIENCE POLICIES & STRATEGIES Blue Strike will follow the same approach used for mitigation and establish strategies and actions within each of the framework topics that will increase resilience and adaptation for the City. We will work closely with the City to refine these strategies, ensuring they are detailed and impactful. It is critical that feedback received from Task 6 be incorporated as well to establish an approach that will focus on the City’s most vulnerable communities and regions. 22 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES AREA 5:
MITIGATION, CLIMATE
ADAPTATION AND
RESILIENCE STRATEGIES
W O R K P R O P O S A L
Equity Implications Statement
Climate change impacts communities disparately, with some enduring more severe consequences. Investments in climate action yield a range of benefits but can also bring negative outcomes that disproportionately affect specific groups. To address these challenges, it's imperative to infuse inclusivity and equity into the planning and execution of climate initiatives. This involves recognizing the unique barriers encountered by vulnerable communities and tailoring engagement efforts to address them. Our approach to identifying equitable actions varies with each communityshaped by unique contextscapacitiesand The process of all strategy development will be guided by:
1. Alignment with the City’s ongoing initiatives, plans, and future aspirations (as outlined in Task 3.1)
2. Input and insights gathered through community and stakeholder engagement processes (as outlined in Area 6)
3. Incorporation of best practices observed in similar initiatives undertaken by other municipalities
4. Analysis of GHG inventories to identify major emission sources, typically found in on-road transportation, buildings, and energy sectors (as outlined in Task 1) Figure 11 provides an example of a goal, strategy, and action as a sample transportation section, including a priority score and co-benefits for each action.
FIGURE 11: SAMPLE TRANSPORTATION SECTION
AREA 5 DELIVERABLES:
✔ Planning Framework
✔ Guiding Principles
✔ Set of goals, strategies and actions
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 23 AREA 6:
COMMUNITY ENGAGEMENT
W O R K P R O P O S A L
Successful climate action depends on broad community
engagement. Our strategy involves four key steps:
Inviting all stakeholders, listening actively and
empathetically, mobilizing insights into practical actions, and collaborating to build strong partnerships. This
approach highlights the importance of community-led
solutions, especially including those often overlooked in planning. Our goal is to develop a CAAP that represents the collective vision and needs of Pacific Grove’s
community, aiming for impactful results.
TASK 6.1 COMMUNITY SURVEY
Early in the process, Blue Strike will develop and host one online community survey to solicit broader input
in the development of the CAAP. The community can
provide input on their climate-related concerns, goals, and potential actions for a more sustainable and resilient Pacific Grove. The community survey will be marketed (via a weblink and QR code) on the City’s website and other outreach materials, and feedback from the survey will be incorporated into the Draft CAAP. Depending on the project's needs, Blue Strike is equipped to create a tailored survey using well-established platforms like Survey Monkey or Qualtrics. Our experience includes creating and evaluating similar surveys for recent initiatives in Orange County, NC, La Canada Flintridge, CA, Dalton, NC, and Fairfield, OH.
TASK 6.2 COMMUNITY AND STAKEHOLDER
ENGAGEMENT PLAN
In collaboration with the City, Blue Strike will develop a Community and Stakeholder Engagement Plan to guide Area 6. We will leverage the City’s past initiatives to ensure meaningful interactions with both internal and external stakeholder groups. The Plan will be carefully designed to surface the community’s viewpoints, evaluate effective strategies, and uncover opportunities for refinement, making certain that it encapsulates the shared aspirations and visions of the community, guaranteeing that the resulting CAAP resonates and is locally relevant. The Community and Stakeholder Engagement Plan will include:
• Goals: In collaboration with the City, we will set overarching goals for stakeholder engagement which will direct the entire engagement process. They might range from increasing stakeholder perceptions related to the CAAP to fostering support and awareness for the strategy's final plans and execution.
keholder identification: The plan should target audiences and determine key eholders for outreach efforts, focusing on diverse groups including businesses, major loyers, and external agencies. Community leaders and organizations representing the t climate-impacted segments in Anchorage will be engaged to promote project reness and participation.
eline: The plan should include a planned timeline for all engagement and outreach vities, ensuring that these events are strategically scheduled in alignment with the nical aspects of the project. This timeline will be designed to maintain a consistent e of progress, fostering a sense of momentum and enthusiasm among stakeholders. reach methodologies: The public involvement plan should detail the formats of ous outreach methodologies, encompassing a range of interactive and accessible forms such as workshops, open houses, pop-up events, working group sessions, and al meetings. Each method will be tailored to maximize community input and cipation, utilizing tools like surveys, newspaper advertisements, flyers, direct mailers, site content, and social media platforms. In developing these outreach tools, AMATS uld consider prioritizing accessibility for vulnerable populations in Anchorage, uring that every community member has the opportunity to engage and contribute. f Outreach Methodology >>> Surveys
g our expertise in developing, executing, and interpreting d surveys for a diverse range of audiences, we anticipate the of including surveys as part of the outreach for the AMATS' CAP. aches are typically taken with surveys. Surveys could focus on he broader community, empowering businesses and regional voice their perspectives on climate-related issues and influence of climate action. Alternatively, they could be primarily geared MATS staff, incorporating a qualitative approach with a greater open-ended questions to facilitate robust feedback. These ually tap into expertise and offer nuanced insights into specific tions, local resources, and operational areas. We recognize that centives may also increase potential survey participation.
CITY
GOVERNMENT
SECTOR
STAKEHOLDERS
COMMUNITY MARGINALIZED
COMMUNITIES
STAKEHOLDER ENGAGEMENT PROCESS
24 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES • Stakeholder Identification: Climate action can only be achieved with community-wide support and action. We envision the City’s CAAP initiatives to be carried out by three categories of stakeholders: 1) community and representative organizations, 2) businesses/corporations, and 3) city/agencies/public facilities. Therefore, a series of three public workshops will be held that cover a cross-section of these stakeholders. Blue Strike will manage all presentation, outreach materials, and registration process. In developing a Community and Stakeholder Engagement Plan, our team is committed to a process that will:
- Ensure the community feels ownership over the CAAP’s development - Prioritize solutions and input that community offers to shape the plan - Engage with members of the community who have not typically been involved in planning processes in the past.
With organized groups, we can distribute meeting invites or other project communications to the group’s leadership for distribution to their membership. On the community side, specific stakeholder groups will be identified in order to drill down into key issues. Key stakeholder groups invited to participate in workshops will include, but are not limited to:
- Sustainable Pacific Grove
- Save Our Shores
- Friends of the PG Library
- Surfrider Foundation
- Central Coast Community Energy
- Monterey Bay Air Resources District
- ReGen
- Pacific Grove Unified School District
- Pacific Grove Chamber of Commerce
Special consideration will be given to make sure traditionally underrepresented populations are engaged with and/or that their needs, priorities, and values are incorporated into updated CAAP measures. These groups may include:
- Meals on Wheels
- Low income senior housing facilities
- Canterbury Woods
- Heritage Society of Pacific Grove
- Rotary Club
- Pacific Grove High School Sustainability Club
AREA 6:
COMMUNITY ENGAGEMENT
W O R K P R O P O S A L
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 25 AREA 6:
COMMUNITY ENGAGEMENT
W O R K P R O P O S A L
INFORM
We will provide timely and
transparent updates, ensuring
you are fully aware of
developments and how they
impact your community.
CONSULT
We actively seek your input
and feedback to understand
and incorporate your
community's unique
perspectives.
COLLABORATE
Working together, we aim to
integrate your insights
directly into the development
and implementation of
our strategies.
CO-DESIGN
Your involvement is crucial in
shaping the plan; together,
we'll create solutions that
truly reflect your community's
aspirations and needs.
LOWEST LEVELS OF ENGAGEMENT HIGHEST
HIGH
POWER,
LOW
INTEREST
HIGH
POWER,
HIGH
INTEREST
LOW
POWER,
LOW
INTEREST
LOW
POWER,
HIGH
INTEREST
INTEREST OF STAKEHOLDERS
INFLUENCE OF STAKEHOLDERS
FIGURE 13:
INTEREST + INFLUENCE MATRIX
• Stakeholder Level of Engagement: Once stakeholders are identified, we select the right level of engagement (Figure 12) we aim for each stakeholder. For instance, for some groups, the goal may be to simply keep them informed, while for others, we might seek to actively collaborate.
The decision on the level of engagement for each group will be based on an Interest + Influence Matrix (Figure 13), which will be filled in close collaboration with the City.
FIGURE 12: LEVELS OF ENGAGEMENT
• Outreach Activities: Detailed plans for
various outreach methodologies will be laid
out, including timing, objectives, format, key
participants, potential agendas, and roles of
the City and Blue Strike.
• Overall Timeline: We will develop a planned
timeline for all engagement and outreach
activities, ensuring that these events are
strategically scheduled in alignment with
the technical aspects of the project. This
timeline will be designed to maintain
consistent progress and build momentum
among stakeholders.
26 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
BLUE STRIKE
BEST PRACTICE
BRANDED PLANS
Your plan will be
branded. Branding the
CAAP makes it instantly
recognizable to the
Pacific Grove community
to foster a strong identity
and sense of ownership.
We can work with the
City’s marketing, or
project team, to develop
a unique graphic for
the CAAP that aligns
with existing City design
and will help engage
the community. All
deliverables will be
finalized using the
City’ unique CAAP
branding, to strengthen
the project's identity,
connection within the
community, and enhance
its visibility.
AREA 6:
COMMUNITY ENGAGEMENT
W O R K P R O P O S A L
TASK 6.3 DEVELOP OUTREACH MATERIALS
Blue Strike’s in-house Graphic Designer will create simple, elegant, and compelling outreach materials. This could include hardcopy handouts and digital materials that can be shared on the City’s website and social media. We acknowledge that these visuals and graphics will be powerful tools and will be used as public-facing materials for outreach activities.
Below are some examples of graphics we have developed
for clients:
• F A Y E T T E V I L L E •
F L O U R I S H E S
A Sustainability
Action Plan • F A YE T T E VI L L E F L O U R I S H E S •
S U ST A I N A B I LIT Y A CTI O N PL A N
FayettevilleFlourishes
A Sustainability Action Plan
F ayetteville Fl o u r is h es
A Su stain a bility Actio n Pla n
A Su stain a bility Actio n Pla n
F ayetteville Fl o u r is h esF ayetteville Fl o u r is h es Fayetteville
Flourishes
A Sustainability Action Plan
Sustainability Action Plan branding
PRESENTED BY:
Fayetteville FLOURISHES
A Sustaina bility A ctio n Pl an
EST. 2024
F ayetteville Fl o u r is h es
A Sustainability Action Plan
Fayetteville
Flourishes
Sustainability Action Plan
EXAMPLE OF
OUTREACH MATERIAL
❱❱❱ BRANDING
SUSTAINABILITY & CLIMATE ACTION PLAN
BRANDING
PRESENTED BY:
CITY OF
SCRANTON
SUSTAINABILITY & CLIMATE ACTION PLAN
SUSTAINABILITY & CLIMATE
ACTION PLAN
CITY OF
SCRANTON
CITY OF
SCRANTON CITY OF
SCRANTON
SUSTAINABILITY AND CLIMATE ACTION PLAN
SUSTAINABILITY
AND CLIMATE
ACTION PLAN
CITY OF SCRANTON
SUSTAINABILITY & CLIMATE ACTION PLAN
CITY OF SCRANTON
SUSTAINABILITY & CLIMATE ACTION PLAN
SUSTAINABILITY & CLIMATE ACTION PLAN
GET INVOLVED
W
HAT CAN YOU
DO
?
COMPLETE
THE
SURVEY 1 ATTEND
PUBLIC
EVENTS 2 SHARE
INFO ON
SOCIAL
MEDIA
3 SIGN UP
FOR
UPDATES 4
G E T I N VO LVE D
GET
INVOLVED
EXAMPLE OF
OUTREACH MATERIAL
❱❱❱ INFOGRAPHICS
WHAT YOU CAN DO
DELIVERY IN ELECTRONIC COPY
10 FEBRUARY, 2023 TO:
Austin Nantz, Assistant Town Manager
Town of Davidson, North Carolina
[email protected]
RESPONSE TO RFQ FOR
CLIMATE ACTION PLAN
CONSULTING SERVICES
PRESENTED BY:
CONTACT:
Benjamin Fordham, Senior Climate & Energy Analyst
EMAIL: [email protected] / PHONE: +1 (707) 298-1842
CLIMATE ACTION
PLAN
GET INVOLVED
COMPLETE
THE SURVEY
ATTEND A
COMMUNITY
EVENT
SPREAD
THE WORD
ON SOCIAL MEDIA
SIGN-UP
TO RECEIVE
UPDATES
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 27 EQUITY
CONSIDERATIONS
IN SCHEDULED
COMMUNITY
ACTIVITIES
In formulating equitable
community activities, our
team prioritizes several key
considerations:
Resource provision for
ease of participation:
Recognizing the diverse
needs of community
members, a special focus
on alleviating participation
barriers should be
considered. This could
include offering financial or
technological assistance,
transportation support,
flexible scheduling, and
childcare services.
Accessible planning and
scheduling: Community
events should be planned
with accessibility as a core
consideration, including the
use of culturally appropriate
materials in various relevant
languages and providing
necessary translation and
interpretation services as
needed.
Event timing and multiple
engagement channels:
Scheduling community
events at times that are
most convenient for the
disadvantaged community,
and offering multiple ways
for people to contribute.
TASK 6.4 COMMUNITY WORKSHOPS
Blue Strike will design and facilitate two (2) community workshops, The first workshop would occur early-on
in the project’s progression to engage the broader
public, foster collaborative discussions, and generate
innovative ideas for climate action in Pacific Grove.
This workshop will provide a platform for participants
to share their expertise, experiences, and visions, with a variety of input opportunities and breakout sessions
for focused discussions. We will work closely with the
City to develop an invitee list and the most effective
workshop agenda and materials. The second workshop
would occur toward the end of the process when final
draft goals, strategies, and actions are ready for review. k 6.4 Community Workshops
e Strike will design and facilitate two (2) community workshops, The first workshop would ur early-on in the project’s progression to engage the broader public, foster collaborative ussions, and generate innovative ideas for climate action in Pacific Grove. This workshop will vide a platform for participants to share their expertise, experiences, and visions, with a ety of input opportunities and breakout sessions for focused discussions. We will work closely the City to develop an invitee list and the most effective workshop agenda and materials. second workshop would occur toward the end of the process when final draft goals, egies, and actions are ready for review.
Equity Considerations in Scheduled Community Activities ormulating equitable community activities, our team prioritizes several key considerations:
➢ Resource provision for ease of participation: Recognizing the diverse needs of community members, a special focus on alleviating participation barriers should be considered. This could include offering financial or technological assistance, transportation support, flexible scheduling, and childcare services. ➢ Accessible planning and scheduling: Community events should be planned with 29 AREA 6:
COMMUNITY ENGAGEMENT
W O R K P R O P O S A L
TASK 6.5 STAKEHOLDER
ENGAGEMENT REPORT
The team will measure the efficacy of engagement
efforts to achieve the City’s goals and improve outreach and engagement practices. The team will develop a final engagement report that summarizes all engagement
activities, including summaries of the community workshops, online survey, and online feedback and comments.
28 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES AREA 6:
COMMUNITY ENGAGEMENT
W O R K P R O P O S A L
TASK 6.6 PRESENTATIONS
TO THE CITY COUNCIL
As representatives of the Pacific Grove’s community, support and guidance from the City Council and Planning Commission is imperative for the success of this project. Our team will support City staff in presenting the finalized CAAP to the City Council and Planning Commission near the conclusion of the project term, allowing for any final feedback offered in these respective presentations to be incorporated into the CAAP ahead of adoption. At this City’s discretion, this may entail the development of a Powerpoint presentation, summary memorandum, or any similar documents that will facilitate effective conveyance of CAAP contents. Should City staff be required to present on multiple occasions in order for the CAAP to be readily adopted, Blue Strike will provide support for each engagement.
Our team will assist City staff with the following tasks:
➜ Presentation 1: Introduce the CAAP project, present preliminary findings from the GHG inventory and plans for stakeholder engagement activities. ➜ Presentation 2: Present finalized CAAP to City Council for adoption.
TASK 6.7 PRESENTATIONS TO THE PLANNING COMMISSION
Blue Strike will provide three (3) presentations to the Pacific Grove Planning Commission throughout the progression of the project. The purpose of the proposed presentation is as follows:
➜ Presentation 1: Introduction to the project, outlining goals and expected outcomes. ➜ Presentation 2: Follow up on the project’s progress and address takeaways from the GHG Inventory, emission reduction target setting, and stakeholder engagement activities. ➜ Presentation 3: Introduce the final CAAP and address questions and concerns.
Blue Strike will assemble slide decks for each presentation and take notes during the discussion.
TASK 6 DELIVERABLES:
✔ Communications and Stakeholder
Engagement Plan
✔ Outreach materials, including:
› Logo
› Two (2) graphics
✔ Two (2) Community Workshops
mmunity events at times that are most convenient for the mmunity, the Select Board holds a
ure. Blue Strike is fully prepared to
Board, offering a clear overview of
objectives outlined within. This
Select Board with a thorough
tives and their potential impact,
ncise summaries. By ensuring all
✔ One (1) online community survey
✔ Three (3) presentations to the
Planning Commission
✔ Two (2) presentations to the City Council
✔ Stakeholder Outreach Report
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 29 AREA 7:
DRAFT AND FINAL
CLIMATE ACTION AND
ADAPTATION PLAN
W O R K P R O P O S A L
All recommendations, reports, and CAAP documents will first be presented to the City in preliminary draft format. The preliminary draft will be followed by an initial comment period from City staff, after which our team will incorporate all recommended changes. Following preliminary draft comment, a final draft version will be prepared incorporating comments and feedback. The final draft version will again be presented during a final comment period, after which edits and revisions will be incorporated into the completed final CAAP document. The final CAAP will be a cross-product of the aspirations of the City and its’ residents (as identified through the City), as well as the gaps and opportunities identified during Task 4.
TASK 7.1 DRAFT PLAN
Following the completion of Tasks 1 through 6, Blue Strike will assemble a draft Climate Action Plan for the City. The CAAP will encapsulate all of the work completed in the previous tasks, as well as outline the near and long-term implementation plans, GHG reduction potential, progress metrics (KPIs), and responsible departments and agencies in charge of executing the CAAP. This strategic framework will further outline equity impacts, funding sources, and near-, mid-, and long-term goals for both municipal and community-wide action to allow for clear and precise implementation.
SECTIONS OF THE CAAP WILL INCLUDE, BUT ARE LIMITED TO:
• Review of Local/Regional Plans and policies
• Inventory of GHG emissions
• Vulnerability Assessment
• Clear GHG emission reduction targets
• Goals, strategies, and actions to enable the City to achieve or exceed GHG reduction goals • Climate adaptation and resilience strategies
• Community Engagement strategies
TASK 7.2 REVIEW & FEEDBACK INTEGRATION
The completion of the draft CAAP will be followed by a comment period of up to thirty (30) days for the City staff, community members and City Council to provide feedback. Following this review period, our team will incorporate all recommended changes. A record of all comments will be kept, and a description of how all comments have been addressed will be delivered to the City along with the final CAAP.
30 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES TASK 7.3 FINAL PLAN
Blue Strike will deliver a comprehensive and robust CAAP that relies on graphs, charts, infographics, and other data visualization tools to convey information rather than large blocks of text. Equipped with an in-house graphic designer, Blue Strike will ensure the final CAAP is visually engaging and effectively conveys the most important messages from our work. Rose Freidin, has more than 20 years of experience in graphic design and has been working with Blue Strike for several years. Rose has designed plans for numerous jurisdictions across the country. She understands how to portray the work conducted by Blue Strike and our partners while also presenting data in a way that is easy to understand and engaging. Rose will work with the City to ensure the final CAAP matches existing the City’s branding and all infographics are concise and compelling.
The CAAP will be accessible as a downloadable PDF report, to allow for both hard copy and digital consumption.
AREA 7:
DRAFT AND FINAL
CLIMATE ACTION AND
ADAPTATION PLAN
W O R K P R O P O S A L
CLIMATE
ACTION
PLAN DELIVERY IN ELECTRONIC COPY
10 FEBRUARY, 2023 TO: Austin Nantz, Assistant Town Manager Town of Davidson, North Carolina
[email protected]
RESPONSE TO RFQ FOR
CLIMATE ACTION PLAN
CONSULTING SERVICES
PRESENTED BY:
CONTACT:
Benjamin Fordham, Senior Climate & Energy Analyst
EMAIL: [email protected] / PHONE: +1 (707) 298-1842
SUSTAINS
SUSTAINABILITY ACTION PLAN QUALITY OF LIFE ENVIRONMENT & NATURAL RESOURCES ECONOMIC VITALITY 1 SONOMA STATE UNIVERSITY CLIMATE ACTION PLAN 2022 SONOMA STATE UNIVERSITY CLIMATE ACTION PLAN 2022 1
C L I M AT E AC T I O N P L A N
2022
Brand Guidelines Visual Guide 29
Illustrations
We accentuate our visuals with patterns,
illustrations, and textures inspired by our
diverse natural surroundings. Use these to
add visual interest in pieces of communiction
and to guide readers’ eyes across the page.
Use these illustrations exclusively
with brand or accent colors.
Quad
Accent Marks
Triangles
Topography
Grid
Alder
Sycamore
Redwood
29 Visual Guide Brand Guidelines
with brand or accent colors.Use these illustrations exclusively and to guide readers’ eyes across the page.add visual interest in pieces of communiction diverse natural surroundings. Use these to illustrations, and textures inspired by our We accentuate our visuals with patterns, Illustrations Accent Marks
Quad
GridTopographyTriangles
RedwoodSycamoreAlder
Brand Guidelines Visual Guide 29
Illustrations
We accentuate our visuals with patterns,
illustrations, and textures inspired by our
diverse natural surroundings. Use these to
add visual interest in pieces of communiction
and to guide readers’ eyes across the page.
Use these illustrations exclusively
with brand or accent colors.
Quad
Accent Marks
Triangles
Topography
Grid
Alder
Sycamore
Redwood
29 Visual Guide Brand Guidelines
with brand or accent colors.Use these illustrations exclusively and to guide readers’ eyes across the page.add visual interest in pieces of communiction diverse natural surroundings. Use these to illustrations, and textures inspired by our We accentuate our visuals with patterns, Illustrations Accent Marks
Quad
GridTopographyTriangles
RedwoodSycamoreAlder
CLIMATE
ACTION
PLAN
ENERGY
AND
CLIMATE
ACTION
PLAN
PREPARED FOR:
US EPA Region 9
75 Hawthorne Street
San Francisco, CA 94105
APRIL 1, 2024
Tule River
Indian Tribe of California
PRIORITY
CLIMATE
ACTION
PLAN 2024
PRESENTED BY:
Tule River Indian Tribe
of California with the assistance
of Blue Strike Environmental
TASK 7 DELIVERABLES:
✔ Draft Climate Action Plan
✔ Review period of up to thirty (30) days
✔ Final Climate Action Plan
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 31
MINIMUM QUALIFICATIONS,
PRIOR RELATED EXPERIENCE,
AND REFERENCES
BLUE STRIKE QUALIFICATIONS
Since 2007, Blue Strike Environmental has offered award-winning services in sustainability, climate change, and clean energy. Specializing in a broad spectrum of services, including sustainability planning, carbon accounting, and emission reduction strategizing, we have been at the forefront of delivering pioneering solutions in climate action and environmental resilience. We stand as a Woman-Owned Small Business Enterprise and a Certified Green Business, with our headquarters in Monterey, California, and satellite offices across the United States, dedicated to contributing sophisticated, innovative, and effective solutions to the multifaceted environmental challenges facing our communities today.
“THE BEST CONSULTANTS WE'VE EVER HIRED!”
- City Planning Manager
Our GHG inventory experience is long-standing and includes one of the first implementations of the International Council for Local Environmental Initiatives (ICLEI) U.S. Community Protocol using the ClearPath platform, which is designed for local governments and communities to manage and reduce greenhouse gas emissions. Our team is also capable of advanced energy analysis using data analytics. For example, we recently conducted an analysis of electricity consumption and peak demand in Glenwood Springs, examining energy use in megawatt-hours (MWh) and peak loads in megawatts (MW) to determine the best strategies for their local context.
Our commitment to inclusive stakeholder engagement ensures we articulate the technical elements of climate action through a robust, inclusive process that aligns planning goals with community priorities. Our approach is deeply rooted in principles of climate justice and resilience, emphasizing meaningful participation from a diverse spectrum of communities. From inception to implementation, we guide our clients through an engagement process that ensures their voices are heard and their needs are met. We have extensive experience developing a wide array of education and outreach strategies, including social media graphics, press releases, community surveys, and presentations to key stakeholders.
32 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES We strive to maintain open channels of communication, inviting people to have a voice and an active role in shaping decisions that affect their lives. This creates a stronger connection between planning goals and community needs, resulting in more functional, efficient, and effective design outcomes. Our experience includes multilingual public education campaigns, such as translating outreach materials and surveys into Spanish for Orange County, NC, and La Cañada Flintridge, CA, both in 2023. In addition, our Blue Strike staff come from diverse backgrounds and collectively speak five languages: English, Spanish, French, Russian, and Portuguese.
Our professionals are industry pioneers known for designing program activities, setting best practices, and innovating policy and reporting frameworks. We bring a wealth of knowledge and technical skills that enable us to conduct in-depth evaluations of sustainability initiatives, set achievable emission targets, and craft tailored strategies and policies in climate, sustainability, and resilience that align with the distinct needs and aspirations of each community we engage with. Our forefront industry insights allow us to transform these efforts into actionable and easily implementable plans that cast an ambitious but feasible vision for our clients.
MINIMUM QUALIFICATIONS,
PRIOR RELATED EXPERIENCE,
AND REFERENCES
CERTIFICATIONS
• ISO 20121; Environmental Certifier
• Certified Green Business;
California Green Business Network
• Women-Owned Business Enterprise;
Women’s Business Enterprise National Council
• Small Business Enterprise;
US Small Business Administration
• Council for Responsible Sport;
Environmental Certifier
• Sustainable Event Alliance;
Environmental Certifier
AWARDS
• Clean Air Leadership Award presented by
Monterey Air District
• California Resource Recovery
Association Award for Best Practices
for Events and Venues
• California Higher Education Sustainability
Conference Sustainability Innovation Award
• Governor’s Environmental and Economic
Leadership Award
• Berta Cáceras Award for Environmental
Justice by Romero Institute
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 33 STAFF
MINIMUM QUALIFICATIONS,
PRIOR RELATED EXPERIENCE,
AND REFERENCES
KRISTIN
CUSHMAN
PROJECT
MANAGER
RICH
SWANSON
TECHNICAL
LEAD
BRENNEN
JENSEN
ENGAGEMENT
LEAD
SOL
SHEPHERD
GHG INVENTORY
& FORECASTS
LEAD
ROSE
FREIDIN
MARKETING
LEAD
MARLEY
DOOLING
PROJECT
SUPPORT
34 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
KRISTIN CUSHMAN, CEO & PRESIDENT
EDUCATION: B.A. in French & Literature, University of Alabama; Tuscaloosa, AL INDUSTRY EXPERIENCE: 17 years experience in developing and implementing sustainability and climate action programs
PROJECT ROLE: Project Manager OFFICE LOCATION: Monterey, CA EXPERIENCE RELEVANT TO THE PROJECT:
Kristin Cushman is the founder and CEO for Blue Strike Environmental. Kristin’s focus is to build climate mitigation strategies that combine community priorities with local greenhouse gas reduction strategies. She has worked for almost two decades driving climate and energy planning, while building public private partnerships to leverage resources and innovate programs. Her strength is to design environmental, social and governance frameworks which include setting performance indicators and developing efficient annual reporting platforms and she is able to weave in an insightful stakeholder engagement process to better understand community priorities and to ensure that there is authentic representation in the planning process. Kristin has led multi-faceted planning projects across the nation including the Las Vegas Convention and Visitors Authority, Orange County, NC, University of Colorado Boulder, and the Research Triangle Institute.
RICH SWANSON, PHD, DIRECTOR OF CLIMATE OF ENERGY
EDUCATION:
• Ph.D. in Energy Economics and Finance, University of Colorado, Boulder; Boulder, CO
• M.A. in International Affairs, Tufts University Fletcher School of Law and Diplomacy; Boston, MA • B.A. in Economics, University of Colorado, Boulder; Boulder, CO INDUSTRY EXPERIENCE: 20 years
PROJECT ROLE: Technical Lead OFFICE LOCATION: Boston, MA EXPERIENCE RELEVANT TO THE PROJECT:
Rich is a leading provider of financial, economic analyses for energy and climate-related projects and policy. He has experience evaluating projects across the energy sector, from oil and gas to renewable energy. His economic experience includes policy evaluation, cost-benefit assessments (CBA), project optimization, and tariff/fee-setting recommendations. His financial experience includes financial modeling, blended finance, investment analysis, pro forma creation, due diligence, and risk assessments for utilities, developers, and infrastructure banks. Rich has performed power sector analyses, demand forecasting, sustainability strategies, and policy evaluations, GHG emissions inventory and carbon accounting experience with utilities and communities. Prior to joining Blue Strike, he worked as a senior energy economist and finance expert for World Bank projects. He is a part time professor of Finance and Economics at Northeastern University. Rich is an experienced communicator, maintains a PublicPrivate Partnership Certification, and has extensive experience with climate finance solutions.
MINIMUM QUALIFICATIONS,
PRIOR RELATED EXPERIENCE,
AND REFERENCES
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 35
MINIMUM QUALIFICATIONS,
PRIOR RELATED EXPERIENCE,
AND REFERENCES
BRENNEN JENSEN, M.S.,
ENGAGEMENT & RESILIENCE DIRECTOR
EDUCATION:
• M.S. in Biomimicry, Arizona State University; Tempe, AZ • B.S. in Environmental Science Technology, Humboldt State University; Humboldt, CA
• B.A. in Spanish, Humboldt State University; Humboldt, CA INDUSTRY EXPERIENCE: 20 years experience in climate-related and sustainability projects, with a focus on stakeholder engagement and consensus building.
PROJECT ROLE: Engagement Lead OFFICE LOCATION: Monterey, CA EXPERIENCE RELEVANT TO THE PROJECT:
Brennen leads Blue Srike’s stakeholder engagement, with a focus on diversity, equity, and inclusion.
As a seasoned and trained facilitator in both virtual and in-person settings, she thoughtfully cultivates an environment where participants feel empowered to contribute meaningfully. Leveraging proven facilitation strategies, design thinking exercises, and multi-channel communications, Brennen ensures each engagement is productive and supportive. With expertise in environmental behavior change, Brennen collaborates with government agencies, businesses, and nonprofits to develop localized and scalable climate solutions. Her strategic approach has earned recognition from organizations such as the Department of Conservation and the California Air Resources Board.
Renowned for her skill in navigating complex community policies, Brennen has successfully mobilized rural and urban communities, shifting perspectives from compliance to empowerment.
She has led the development of impactful statewide conservation programs, including innovative efforts like the California Carpet Stewardship Program and Energy Upgrade California and the whole-house energy efficiency program, Energy Upgrade California. Brennen’s leadership extends to Blue Strike’s engagement initiatives, where she drives efforts focused on climate solutions, zero waste, extended producer responsibility, and circular economies. 36 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
MINIMUM QUALIFICATIONS,
PRIOR RELATED EXPERIENCE,
AND REFERENCES
MARLEY DOOLING, CLIMATE AND ENERGY ANALYST
EDUCATION:
• B.S. Biology with a concentration in Marine Science, Duke University; Durham, NC • B.A. Environmental Science and Policy, Duke University; Durham, NC INDUSTRY EXPERIENCE: 2 years
PROJECT ROLE: Project Support OFFICE LOCATION: Monterey, CA EXPERIENCE RELEVANT TO THE PROJECT:
Marley brings a wealth of experience in client engagement, adeptly working with diverse teams and stakeholders. She has a proven track record in grant writing, which has empowered our clients to implement the necessary steps towards achieving their carbon neutrality objectives. Marley is also skilled in report writing, creating clear and compelling narratives that document our clients’ progress in sustainability. Her capacity to build and sustain strong client relationships underscores her vital contribution to their success. During her time at Blue Strike, Marley has played a key role in projects for notable clients such as the Tule River Indian Tribe in California, the Las Vegas Convention and Visitor Authority, and the City of La Cañada Flintridge, among others.
SOL SHEPHERD,
GREENHOUSE GAS AND EMISSION FORECASTING ANALYST
EDUCATION:
• B.A Environmental Studies, University of Colorado, Boulder; Boulder, CO INDUSTRY EXPERIENCE: 3 years
PROJECT ROLE: GHG Inventory & Forecasts Lead OFFICE LOCATION: Monterey, CA EXPERIENCE RELEVANT TO THE PROJECT:
Sol Shepherd is a Greenhouse Gas and Emission Forecasting Analyst at Blue Strike Environmental.
Leveraging a blend of industry-leading tools and expertise, Sol has consistently delivered exceptional results in GHG inventories and emission forecasting for a diverse array of clients. With proficiency in programs such as ICLEI ClearPath, in-house Excel inventory tools, and Blue Strike Environmental's proprietary CESA (Climate and Energy Scenario Analysis) tool, Sol employs a multifaceted approach to provide clients with insights into their carbon footprint and emission trajectories. Having collaborated with clients including Orange County, NC, La Canada, CA, the University of Colorado, Boulder, Davidson, NC, Worcester, MA, San Diego State University, Kennesaw State University, Glenwood Springs, CO, and others, Sol has established a track record of excellence in the field. Sol's dedication to environmental stewardship, coupled with a commitment to innovation, enables clients to navigate complex sustainability challenges with confidence.
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 37
MINIMUM QUALIFICATIONS,
PRIOR RELATED EXPERIENCE,
AND REFERENCES
ROSE FREIDIN, MARKETING LEAD
EDUCATION::
B.A. Communication Design & Marketing, California State University, Monterey Bay EXPERIENCE: 25 years
PROJECT ROLE: Graphic Design Lead LOCATION: Monterey, CA EXPERIENCE RELEVANT TO THE PROJECT:
With over 25 years of design expertise gained from diverse roles in newspapers and magazines, Rose leads marketing, communication, and public awareness campaigns at Blue Strike, focusing on stakeholder education, engagement, and community buy-in. Her extensive client portfolio across the United States showcases her proficiency in communication plan development, graphic design, and community facilitation. Renowned for her deep-rooted community connections, Rose is a trusted partner to public sector organizations in California and beyond, delivering consistent, measurable results for city-wide projects. Her creativity and leadership shine through effective design concepts and comprehensive communication strategies. Notable highlights include her tenure at the Monterey County Weekly, excelling in print/web ad design, print production, website maintenance, and client marketing, along with collaboration with the Bay Area's MOCHA, underscoring her commitment to arts education through compelling promotional materials for educational programs. 38 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
CURRENT WORKLOAD
Quantity listed in hours per project duration.
PROJECT KRISTIN RICH BRENNEN MARLEY SOL ROSE
CITY OF PACIFIC GROVE 194 165 111 373 125 42
CITY OF DALTON, MA 15 125 35
CITY OF CANTON, MA 15 125 35
CITY OF FAYETTEVILLE, NC 35
CITY OF LA, CA 36
CITY OF SCRANTON, PA 35
CITY OF GLENWOOD SPRINGS, CO 25 35
GEORGE MASON UNIVERSITY 80 35
TULE RIVER INDIAN TRIBE 225 35
ASIAN DEVELOPMENT BANK 100
TOTALS 250 441 255 350 375 280
See Appendix A for resumes.
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 39
CALIFORNIA CLIENTS
CORRESPONDING
COUNTY
ENTITIES WE’VE
WORKED WITH
ALAMEDA
COUNTY • EAST BAY COMMUNITY ENERGY
(AVA COMMUNITY ENERGY)
CONTRA COSTA
COUNTY
• CITY OF RICHMOND, CA
LOS ANGELES
COUNTY
• CALIFORNIA STATE
UNIVERSITY, LONG BEACH
• CITY OF LANCASTER, CA
• LA CAÑADA FLINTRIDGE, CA
• LOS ANGELES, CA
MARIN
COUNTY • MARIN CLEAN ENERGY
(COMMUNITY CHOICE ENERGY)
MERCED
COUNTY • CALRECYCLE FOOD WASTE PREVENTION AND
RESCUE GRANT
MONO
COUNTY
• MONO COUNTY
MONTEREY
COUNTY • ASSOCIATION OF MONTEREY BAY AREA GOVERNMENTS
• CALIFORNIA STATE UNIVERSITY,
MONTEREY BAY, CA
• CARMEL, CA
• KING CITY, CA
• MONTEREY, CA
• PEBBLE BEACH, CA
• REGEN MONTEREY
• SALINAS, CA
• SALINAS VALLEY RECYCLES
• SOLEDAD, CA
NAPA
COUNTY
• MARIN CLEAN ENERGY
(COMMUNITY CHOICE ENERGY)
NEVADA
COUNTY
• TRUCKEE, CA
SACRAMENTO
COUNTY
• SACRAMENTO, CA
SAN DIEGO
COUNTY
• SAN DIEGO, CA
• SAN DIEGO STATE UNIVERSITY, CA
• SAN DIEGO INTERNATIONAL AIRPORT
• PETCO PARK
SAN FRANCISCO
COUNTY
• SAN FRANCISCO
INTERNATIONAL AIRPORT, CA
SAN LUIS
OBISPO
COUNTY
• CAL POLY SAN LUIS OBISPO, CA
• PASO ROBLES, CA
• SAN LUIS OBISPO, CA
SANTA CLARA
COUNTY • LOS ALTOS, CA
• CITY OF MOUNTAIN VIEW, CA
SANTA CRUZ
COUNTY • CITY OF WATSONVILLE CA
• SANTA CRUZ, CA
• UNIVERSITY OF CALIFORNIA SANTA CRUZ
SONOMA
COUNTY
• SONOMA, CA
• SONOMA STATE UNIVERSITY, CA
• MARIN CLEAN ENERGY
(COMMUNITY CHOICE ENERGY)
TULARE
COUNTY
• TULE RIVER INDIAN TRIBE, CA
STATEWIDE • CALIFORNIA CARPET STEWARDSHIP PROGRAM
MONO
MONTEREY TULARE
LOS ANGELES
SANTA
CLARA
ALAMEDA
SAN LUIS
OBISPO
SACRAMENTO
SAN DIEGO
SANTA
CRUZ
SONOMA
NEVADA
SAN FRANCISCO
MERCED
CONTRA
COSTA
NAPA
MARIN
EXPERIENCE ON
SIMILAR WORK
CALIFORNIA
PORTFOLIO
Climate planning services is Blue
Strike’s expertise. We have served
communities across the country and
around the world for over 17 years.
In California, specifically, our team
has extensive local experience,
having worked in 17 counties. We
will apply our knowledge of regional
regulations and best practices to
Pacific Grove’s Climate Action Plan.
40 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES Blue Strike has also previously worked with or is currently under contract with several clients in California. The table below highlights the most relevant projects to the Pacific Grove CAAP.
EXPERIENCE ON
SIMILAR WORK
CLIENTS PROJECT
City of La Cañada Flintridge Climate Action & Adaptation Plan to achieve carbon neutrality by 2045.
City of Los Angeles Benefits analysis of municipal building decarbonization and workforce analysis.
City of Los Altos Climate Action & Adaptation Plan to achieve carbon neutrality by 2045.
City of San Luis Obispo Municipal Carbon Neutrality Plan to achieve net zero-emissions by 2030.
Mono County Resource Efficiency Plan Update to serve as GHG reduction and climate action planning document.
Tule River Indian Tribe of California EPA Climate Pollution Reduction Grants Priority Climate Action Plan (PCAP) and Comprehensive Climate Action Plan (CCAP).
City of Richmond Richmond Advanced Energy Community, a community-based Distributed Energy Resource aggregation.
City of Lancaster Lancaster Advanced Energy Community Project, including clean energy procurement and resiliency planning.
City of Santa Barbara Strategic Energy Plan to reach its goal of 100% Renewable Energy by 2030.
San Francisco International Airport Climate Action Plan, to support compliance reporting on emissions.
Beneficial State Bank Greenhouse gas inventory, including data collection, GHG inventories, and emission reduction recommendations.
East Bay Community Energy Local Development Business Plan to accelerate local distributed energy resource deployment.
Sonoma State University Climate Action Plan to achieve carbon neutrality by 2045 Cal Poly San Luis Obispo Carbon Neutrality Climate and Energy Analysis San Diego State University Climate Action Plan to achieve carbon neutrality by 2045 California State University Monterey Bay Campus Sustainability and Energy Plan to reach carbon neutrality by 2030 University of California Santa Cruz Climate and Energy Scenario Analysis California State University, Long Beach Clean Energy Master Plan to achieve carbon neutrality by 2030 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 41
EXPERIENCE ON
SIMILAR WORK
NATIONAL PORTFOLIO
At the national level, Blue Strike boasts a
robust portfolio of projects directly relevant
to the CAP, offering the ability to bring
national best practices to local contexts. Our
experiences includes the development of
Climate Adaptation & Action Plans (CAAPs),
Climate Action Plans (CAPs), Greenhouse
Gas (GHG) inventories, and Sustainability
Plans for the following clients:
City of Worcester, MA
Town of Dalton, MA
Town of Canton, MA
Orange County, NC
City of Fayetteville, NC
Durham County, NC
Town of Davidson, NC
City of Fairfield, OH
City of Scranton, PA
City of Glenwood Springs, CO
Las Vegas Convention & Visitors Authority, NV
Beneficial State Bank
George Mason University, VA
University of Colorado Boulder, CO
Kennesaw State University, GA
Research Triangle Institute, NC
LIV Golf - nationally
American Family Championship, WI
2024 U.S. Senior Open Golf Championship, RI
Boston Marathon, MA
City of Canton, WA
Travelers Championship, CT
Principal Charity Classic, IA
Zurich Classic, LA
42 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
PUBLIC OUTREACH
CITY OF LA CAÑADA FLINTRIDGE CLIMATE ACTION AND ADAPTATION PLAN (CEQA) CLIENT: La Cañada Flintridge, CA COMPLETION DATE: 2023
RELEVANT SERVICES: GHG Inventory & Forecast, GHG reduction targets, GHG reduction measures, Vulnerability Assessment, Adaptation Strategies, Community Engagement, Advisory Body Engagement, Implementation Planning, Monitoring & Reporting Framework Blue Strike, in collaboration with Fehr & Peers and Impact Sciences, developed a Climate Action & Adaptation Plan for the City of La Cañada Flintridge. This initiative was built upon the City's 2016 Climate Action Plan. Its primary objective was to identify community-wide climate mitigation and adaptation strategies to achieve a 50% reduction in greenhouse gas (GHG) emissions by 2030 and carbon neutrality by no later than 2045.
In doing so, the aim was to elevate the quality of life at the local level and also leave a positive imprint on broader social and environmental networks. Significant emphasis was placed on stakeholder engagement, recognizing the indispensable value of community insights. The scope of work included an updated GHG inventory, a vulnerability assessment, clearly defined sectorspecific goals, policies, and objectives, a public outreach strategy, implementation measures (including metrics) to ensure compliance with California’s SB 379, a monitoring tool, and training.
CLIMATE ACTION AND ADAPTATION PLAN (CAAP)
CLIENT: City of Los Altos, CA COMPLETION DATE: 2022
RELEVANT SERVICES: GHG Inventory & Forecast, GHG reduction targets, GHG reduction measures, Vulnerability Assessment, Adaptation Strategies, Community Engagement, Advisory Body Engagement, Implementation Planning, Monitoring & Reporting Framework Blue Strike led the development of the CAAP for the City of Los Altos, CA. The goal was to develop a new forward-thinking, accelerated plan with achievable and actionable steps that the City can take to reduce greenhouse gas emissions related to climate change and set clear metrics to achieve these goals. Blue Strike incorporated state requirements that include review and updated safety elements to address climate adaptation and resilience strategies; vulnerability assessment; adaptation and resilience goals, policies and objectives; and feasible implementation measures. Our work involved evaluating the existing Los Altos 2013 Climate Action Plan, collecting and securing cost and emission data, and analyzing that data to suggest refinements and innovative measures to achieve a comprehensive update. 6 2024 CLIMATE ACTION AND ADAPTATION PLAN LA CAÑADA FLINTRIDGE, CALIFORNIA Climate change is a pressing global challenge that requires collective action and sustainable solutions to safeguard our planet's future. Greenhouse gas (GHG) emissions which are emitted from the cars we drive, the energy we consume, and the products we buy are having a harmful effect on our environment and are increasing temperatures at an unsustainable pace.
The next few years are critical in limiting global temperature to a 1.5°C increase and mitigating the most severe impacts of climate change. To do so, global emissions need to be halved by 2030, and net zero emissions must be achieved before 2050. According to the most recent report from the Intergovernmental Panel on Climate Change (IPCC), the Earth has warmed 1.09°C since 1850 and many changes such as sea-level rise and glacier and arctic ice melt are now irreversible.
Global temperature rise is likely to reach 1.5°C by the mid-2040s which will further stress our environmental systems and, at a local level, will result in more frequent and intense heat waves, floods, drought, wildfire, and air pollution. As a global community, we are rushing to find ways to mitigate the worst of what is to come.
As a local community, we are seeking ways to thrive despite the disruptions to our lives and well-being.
EXECUTIVE
SUMMARY
CALL TO ACTION
CALL TO ACTION INFOGRAPHIC
THE GREENHOUSE EFFECT
1 Solar radiation
penetrates
the Earth’s
atmosphere.
3 Some solar
radiation is
absorbed by
the clouds and
atmosphere.
6 Greenhouse Gases
(i.e., CO2) absorb
and trap the most
heat, enhancing the
warming effect.
CO2
4 Earth also emits heat
back toward space.
5 Some of this heat
passes directly through
the atmosphere.
CO2
2 The Earth’s surface
absorbs most solar
radiation, warming the
planet.
CLIMATE
ACTION
AND
ADAPTATION
PLAN
Our Impacts CONTINUED
Figures 5-8 below show the breakdown of emission sources in 2005 and 2018 for municipal operations and the community.
Overall, emissions associated with transportation make up a slightly larger share in 2018 as emissions from energy use and other sectors have declined.
Figure 5 2005 Government emissions sources Figure 7 2018 Government emissions sources 2005 GOVERNMENT
WATER & WASTEWATER
TREATMENT FACILITIES
3 BUILDINGS &
FACILITIES
428
PROCESS &
FUGITIVE
EMISSIONS
20 SOLID WASTE
FACILITIES
197
STREET
LIGHTS &
TRAFFIC
SIGNALS
130
VEHICLE FLEET
420
EMPLOYEE
COMMUTE
697
2018 GOVERNMENT
WATER & WASTEWATER
TREATMENT FACILITIES
5 BUILDINGS &
FACILITIES 134
PROCESS &
FUGITIVE
EMISSIONS
21 SOLID WASTE
FACILITIES
172
VEHICLE FLEET 351 EMPLOYEE
COMMUTE
445
Figure 6 2005 Community emissions sources
2005 COMMUNITY
COMMERCIAL
ENERGY
20,070
RESIDENTIAL
ENERGY
59,950
TRANSPORTATION &
MOBILE SOURCES
96,610
WATER &
WASTEWATER
2,250
SOLID WASTE
3,950
Figure 8 2018 Community emissions sources
2018 COMMUNITY
COMMERCIAL
ENERGY
7,535
RESIDENTIAL
ENERGY
35,661
TRANSPORTATION &
MOBILE SOURCES
71,531
WATER &
WASTEWATER
1,063 SOLID WASTE
2,653
1,895 MTCO2e
TOTAL
1,128 MTCO2e
TOTAL
182,830 MTCO2e
TOTAL
110,192 MTCO2e
TOTAL
26 LOS ALTOS ▶▶▶ CLIMATE ACTION AND ADAPTATION PLAN ▶▶▶ 2022 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 43
PRIORITY CLIMATE ACTION PLAN (PCAP)
CLIENT: Tule River Indian Tribe of California (TRITC) COMPLETION DATE: 2024 RELEVANT SERVICES: GHG Inventory & Forecast, Reduction targets, Scenario Modeling, GHG reduction measures, Implementation Plan, Stakeholder Engagement
Blue Strike is currently collaborating with the Tule River Indian Tribe of California to craft their Priority Climate Action Plan (PCAP) and Comprehensive Climate Action
Plan (CCAP) as part of the EPA Climate Reduction
Pollution Grant. The PCAP, submitted in early April
2024, serves as a strategic roadmap to address climate
change challenges and advance TRITC's objectives
for sustainable, resilient development. Focused on
near-term, high-priority measures, the PCAP identifies
actionable steps to reduce GHG pollution and analyzes
potential emissions reductions. Our comprehensive
approach encompasses GHG inventory and co-pollutant
analysis, decarbonization planning, renewable energy
initiatives, optimization of water usage, development of GHG reduction strategies, community benefits analysis,
workforce study, and funding planning.
PUBLIC OUTREACH
22 2024 PRIORITY CLIMATE ACTION PLAN TULE RIVER INDIAN TRIBE OF CALIFORNIA Table 2. PCAP GHG Inventory Summary by Scopes and Categories DEPARTMENT SECTOR CATEGORY CO2 CH4 N2O TOTAL
SCOPE 1
Stationary
Combustion
Public Propane 840.7 1.12 2.13 843.95
Private Propane 137.37 0.18 0.35 137.9
Private Wood 1,241 2.38 14.38 1,257.5
Transportation Public Fleet 202 2 6 210
Private Personal vehicles 1,032 11 37 1,080
TOTAL SCOPE 1 EMISSIONS 3,512.96
SCOPE 2
Stationary
Energy
Public Electricity 2,035.16 4.15 4.76 2,044.07
Private Electricity 411.14 0.84 0.96 412.94
TOTAL SCOPE 2 EMISSIONS 2,457.02
SCOPE 3
Waste Public & Private Landfill Waste 0 7 0 7
TOTAL SCOPE 3 EMISSIONS 7
TOTAL EMISSIONS 5,976.98
CATEGORIES EMISSIONS BY GHG TYPE (MT CO2E)
2. PCAP ELEMENTS
PREPARED FOR:
US EPA Region 9
75 Hawthorne Street
San Francisco, CA 94105
APRIL 1, 2024
Tule River
Indian Tribe of California
PRIORITY
CLIMATE
ACTION
PLAN 2024
PRESENTED BY:
Tule River Indian Tribe
of California with the assistance
of Blue Strike Environmental
44 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
CLIMATE ACTION PLAN (CAP)
CLIENT: Orange County, NC COMPLETION DATE: 2023
RELEVANT SERVICES: GHG Inventory & Forecast,
Reduction targets, Scenario Modeling, Adaptation
Measures, GHG reduction measures, Implementation
Plan, Community and Stakeholder Outreach
Blue Strike delivered a community driven Climate
Action Plan for Orange County, NC. We worked
closely with the County to set climate adaptation and
greenhouse gas-reduction goals, and to develop
strategic pathways including sector-specific targets
and actions for the County to take. We also delivered a detailed implementation plan to ensure the CAP action
steps are staffed, funded and completed in a timely
fashion. Through this process, the County will move
closer to becoming carbon neutral in alignment with
IPCC targets, as well as preparing for the future impacts of climate change.
Our engagement included:
• Creating of community and municipal GHG
inventories and forecasts
• Future year and interim GHG reduction targets
• A robust stakeholder engagement process including focus groups, community surveys, and a community symposium
• A detailed Funding Plan to help fund CAP actions
• A community-facing, online CAP Dashboard to communicate progress and metrics
PUBLIC OUTREACH
2023 CLIMATE ACTION PLAN ORANGE COUNTY, NORTH CAROLINA 15
EXECUTIVE
SUMMARY
Figure A: Orange County Foundational 6 GHG Emission Reduction Strategies Figure A depicts emissions reduced as a result of the foundational 6 strategies.
Please see Appendix B for more information on the methodology.
PURPOSE
CONTINUED
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions at the County level. 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035203620372038203920402041204220432044204520462047204820492050 ORANGE COUNTY FOUNDATIONAL 6 EMISSION REDUCTIONS
993,646
454,033
56,991
1,311,816
1,020,193 947,191
1,631,671
ADJUSTED BUSINESS AS USUAL (ABAU)
CAP SCENARIO
Insert forecast of top 10 for 100%
Figure XX
Strategies 7-10 are not specific to GHG emission reduction. Instead, these strategies serve as guiding frameworks for consideration. Expanded funding should be allocated to projects identified in the CAP and special attention should be paid to additional staffing needs that might be necessary. In addition, all planning decisions should continue to weigh factors of environmental impacts against the social and economic impacts that these projects will present. Finally, all planning processes should adhere to the County maintaining course to provide equitable solutions and to be prepared for climate change.
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions that the County can take.
Stakeholder Engagement
Community engagement was a critical component of Orange County’s CAP planning process. Community members are the ones that experience the effects of its plan, projects and policies. In the process of creating the CAP, Orange County worked (and will continue to collaborate) with existing universities, organizations, small businesses, and public and private stakeholders in and around Orange County.
Insert forecast of top 10 for 100%
Figure XX
Strategies 7-10 are not specific to GHG emission reduction. Instead, these strategies serve as guiding frameworks for consideration. Expanded funding should be allocated to projects identified in the CAP and special attention should be paid to additional staffing needs that might be necessary. In addition, all planning decisions should continue to weigh factors of environmental impacts against the social and economic impacts that these projects will present. Finally, all planning processes should adhere to the County maintaining course to provide equitable solutions and to be prepared for climate change.
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions that the County can take.
Stakeholder Engagement
Community engagement was a critical component of Orange County’s CAP planning process. Community members are the ones that experience the effects of its plan, projects and policies. In the process of creating the CAP, Orange County worked (and will continue to collaborate) with existing universities, organizations, small businesses, and public and private stakeholders in and around Orange County.
Insert forecast of top 10 for 100%
Figure XX
Strategies 7-10 are not specific to GHG emission reduction. Instead, these strategies serve as guiding frameworks for consideration. Expanded funding should be allocated to projects identified in the CAP and special attention should be paid to additional staffing needs that might be necessary. In addition, all planning decisions should continue to weigh factors of environmental impacts against the social and economic impacts that these projects will present. Finally, all planning processes should adhere to the County maintaining course to provide equitable solutions and to be prepared for climate change.
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions that the County can take.
Stakeholder Engagement
Community engagement was a critical component of Orange County’s CAP planning process. Community members are the ones that experience the effects of its plan, projects and policies. In the process of creating the CAP, Orange County worked (and will continue to collaborate) with existing universities, organizations, small businesses, and public and private stakeholders in and around Orange County.
PROCESS & FUGITIVE EMISSIONS
WATER & WASTEWATER
SOLID WASTE
INDUSTRIAL ENERGY
COMMERCIAL ENERGY
RESIDENTIAL ENERGY
TRANSPORTATION & MOBILE SOURCES
Insert forecast of top 10 for 100%
Figure XX
Strategies 7-10 are not specific to GHG emission reduction. Instead, these strategies serve as guiding frameworks for consideration. Expanded funding should be allocated to projects identified in the CAP and special attention should be paid to additional staffing needs that might be necessary. In addition, all planning decisions should continue to weigh factors of environmental impacts against the social and economic impacts that these projects will present. Finally, all planning processes should adhere to the County maintaining course to provide equitable solutions and to be prepared for climate change.
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions that the County can take.
Stakeholder Engagement
Community engagement was a critical component of Orange County’s CAP planning process. Community members are the ones that experience the effects of its plan, projects and policies. In the process of creating the CAP, Orange County worked (and will continue to collaborate) with existing universities, organizations, small businesses, and public and private stakeholders in and around Orange County.
Insert forecast of top 10 for 100%
Figure XX
Strategies 7-10 are not specific to GHG emission reduction. Instead, these strategies serve as guiding frameworks for consideration. Expanded funding should be allocated to projects identified in the CAP and special attention should be paid to additional staffing needs that might be necessary. In addition, all planning decisions should continue to weigh factors of environmental impacts against the social and economic impacts that these projects will present. Finally, all planning processes should adhere to the County maintaining course to provide equitable solutions and to be prepared for climate change.
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions that the County can take.
Stakeholder Engagement
Community engagement was a critical component of Orange County’s CAP planning process. Community members are the ones that experience the effects of its plan, projects and policies. In the process of creating the CAP, Orange County worked (and will continue to collaborate) with existing universities, organizations, small businesses, and public and private stakeholders in and around Orange County.
Insert forecast of top 10 for 100%
Figure XX
Strategies 7-10 are not specific to GHG emission reduction. Instead, these strategies serve as guiding frameworks for consideration. Expanded funding should be allocated to projects identified in the CAP and special attention should be paid to additional staffing needs that might be necessary. In addition, all planning decisions should continue to weigh factors of environmental impacts against the social and economic impacts that these projects will present. Finally, all planning processes should adhere to the County maintaining course to provide equitable solutions and to be prepared for climate change.
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions that the County can take.
Stakeholder Engagement
Community engagement was a critical component of Orange County’s CAP planning process. Community members are the ones that experience the effects of its plan, projects and policies. In the process of creating the CAP, Orange County worked (and will continue to collaborate) with existing universities, organizations, small businesses, and public and private stakeholders in and around Orange County.
Insert forecast of top 10 for 100%
Figure XX
Strategies 7-10 are not specific to GHG emission reduction. Instead, these strategies serve as guiding frameworks for consideration. Expanded funding should be allocated to projects identified in the CAP and special attention should be paid to additional staffing needs that might be necessary. In addition, all planning decisions should continue to weigh factors of environmental impacts against the social and economic impacts that these projects will present. Finally, all planning processes should adhere to the County maintaining course to provide equitable solutions and to be prepared for climate change.
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions that the County can take.
Stakeholder Engagement
Community engagement was a critical component of Orange County’s CAP planning process. Community members are the ones that experience the effects of its plan, projects and policies. In the process of creating the CAP, Orange County worked (and will continue to collaborate) with existing universities, organizations, small businesses, and public and private stakeholders in and around Orange County.
Insert forecast of top 10 for 100%
Figure XX
Strategies 7-10 are not specific to GHG emission reduction. Instead, these strategies serve as guiding frameworks for consideration. Expanded funding should be allocated to projects identified in the CAP and special attention should be paid to additional staffing needs that might be necessary. In addition, all planning decisions should continue to weigh factors of environmental impacts against the social and economic impacts that these projects will present. Finally, all planning processes should adhere to the County maintaining course to provide equitable solutions and to be prepared for climate change.
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions that the County can take.
Stakeholder Engagement
Community engagement was a critical component of Orange County’s CAP planning process. Community members are the ones that experience the effects of its plan, projects and policies. In the process of creating the CAP, Orange County worked (and will continue to collaborate) with existing universities, organizations, small businesses, and public and private stakeholders in and around Orange County.
Insert forecast of top 10 for 100%
Figure XX
Strategies 7-10 are not specific to GHG emission reduction. Instead, these strategies serve as guiding frameworks for consideration. Expanded funding should be allocated to projects identified in the CAP and special attention should be paid to additional staffing needs that might be necessary. In addition, all planning decisions should continue to weigh factors of environmental impacts against the social and economic impacts that these projects will present. Finally, all planning processes should adhere to the County maintaining course to provide equitable solutions and to be prepared for climate change.
In addition to the Top 10, goals, strategies, and actions are further developed throughout the CAP in the following sectors: Transportation, Built Environment and Energy, Resource Conservation, Green Community and Resilient Community. These sectors clearly map a qualitative and quantitative approach to actionable solutions that the County can take.
Stakeholder Engagement
Community engagement was a critical component of Orange County’s CAP planning process. Community members are the ones that experience the effects of its plan, projects and policies. In the process of creating the CAP, Orange County worked (and will continue to collaborate) with existing universities, organizations, small businesses, and public and private stakeholders in and around Orange County. 200,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
400,000
600,000
800,000
-
MT CO2
CLIMATE e
ACTION
PLAN
The creation of a CAP Dashboard using Microsoft Power BI is aimed at displaying GHG inventory, reduction targets, tracking the City’s progress, while connecting the community to the City’s resources and location of climate and energy-related structures. The dashboard will be showcased on the City’s website for public engagement and can be updated as the City implements its CAP and achieves its proposed goals and milestones. This involves the design of the dashboard using Power BI, data cleaning, feature engineering, creation of a database, and generating a unique html link for hosting on the City’s website. Key features could include:
● GHG Inventory Graphs: Timelines depicting emission reductions, pie charts detailing emissions by scope or source.
● Maps of Climate-Energy Activities: Showcasing locations of solar panels, recycling stations, green-certified buildings, EV-charger stations, and other relevant geographical features.
● Programs and Resources Compilation: Information on city initiatives and federal programs related to the Climate Action Plan.
● Conceptual Breakdowns and Illustrations: Simplifying complex concepts such as 'What is Climate Change?' or 'How Will Climate Change Affect San Bruno?' ● Personalized Emission Equivalence Illustrations: Visual comparisons, like the emissions saved equating to the number of cars taken off the road. ● Climate Action Tracker: Displays the progress in implementing the Climate Action Plan, with options for city-operated updates or Blue Strike managed updates for a nominal fee.
Fee: $23,500
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 45
SUSTAINABILITY PLAN
CLIENT: City of Fairfield, OH
COMPLETION DATE: June 2024
Relevant services: GHG Inventory & Forecast, Reduction
targets, Scenario Modeling, GHG reduction measures,
Implementation Plan, Stakeholder Engagement
Blue Strike partnered with the City of Fairfield, OH,
to create a comprehensive Sustainability Plan aimed
at improving the quality of life for both residents and business owners. The plan will ensure that Fairfield
maximizes its resources in a way that provides
efficiency in city operations now and in the future. The project will proceed in two phases: initial data collection and analysis on sustainability metrics, followed by the development and execution of the plan itself.
The plan will examine energy usage in the community, open space preservation, resource protection, and economic sustainability initiatives. It will balance environmental, economic, and social equity considerations and will include clearly defined goals, execution strategies, tracking methodologies, and community engagement initiatives. To inform the plan, Blue Strike designed and is implementing a stakeholder engagement plan to gather input and feedback from city operations, elected officials, and the broader community, focusing on keeping Fairfield a great place to live. The stakeholder engagement includes interaction with City staff, City Council, and the Environmental Commission, as well as a Community Survey, Neighborhood Meeting Series, Community Focus Groups, Business Community Outreach, and Newsletter, Website, and Social Media Materials.
The final plan will align with existing city strategies and benchmark against 'best practices' from similar communities, covering areas such as the natural environment, transportation, waste management, the built environment, economic resiliency, and social equity.
PUBLIC OUTREACH
FAIRFIELD SUSTAINS SUSTAINABILITY ACTION PLAN 27
SECTION 1 INTRODUCTION
This section offers a comparative analysis of per
capita greenhouse gas emissions in Fairfield,
positioning it against other Ohio municipalities
and the national average. Below, the table aims to
contextualize Fairfield's environmental footprint
within a broader regional and national framework,
drawing on data from various public sources. It
is important to note that this data is preliminary
and subject to variation due to the differing
methods used by municipalities for calculation.
These discrepancies can result from diverse
accounting techniques, the inclusion of different
emission types classified as Scope 1, 2, and 3,
and the specific emissions sources considered.
Consequently, the figures should be viewed as
rough estimates, not exact comparisons. Presently,
Fairfield records emissions at 8.87 MT CO2e per
capita, markedly below the national average of
14.4 MT CO2e per capita. However, readers should
regard these numbers as provisional, considering
the preliminary stage of data analysis.
REGIONAL
GREENHOUSE
GAS EMISSIONS
COMPARISONS
Huber Heights
N/A
Bexley
N/A
Miami University
4.18 MTCO2e*
Ohio University
4.35 MTCO2e
Oxford
5.10 MTCO2e*
Fairfield
8.79 MTCO2e
Dublin
10.92 MTCO2e*
Columbus
12.23 MTCO2e
Cleveland
14.41 MTCO2e*
National Average
14.9 MTCO2e
Dayton
15 MTCO2e
Oberlin
20.9 MTCO2e
Cincinnati
25.36 MTCO2e*
GHG PER CAPITA
BY LOCATION
Figure 1: Greenhouse Gas Emissions
per capita by location
SUSTAINS
SUSTAINABILITY ACTION PLAN QUALITY OF LIFE ENVIRONMENT & NATURAL RESOURCES ECONOMIC VITALITY 46 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
ENERGY AND CLIMATE ACTION PLAN (ECAP)
CLIENT: Glenwood Springs, CO COMPLETION DATE: August 2024 RELEVANT SERVICES: GHG Inventory & Forecast, Reduction targets, Scenario Modeling, GHG reduction measures, Implementation Plan, Stakeholder Engagement
Blue Strike is working with the City of Glenwood Springs, CO, to deliver an Energy and Climate Action Plan (ECAP). Our effort is building on past energy and climate actions, establishing a comprehensive set of updated goals, targets, and strategies that will enhance the City's energy procurement and delivery, improve efficiency of operations, reduce greenhouse gas emissions, and motivate engagement of city staff in sustainability efforts.
Our scope of work encompasses a thorough review of energy consumption, sourcing and tariff structures, potential efficiency gains at the operations level, existing ECAP and other regional strategies, a GHG Inventory, stakeholder engagement, and research to identify and prioritize new initiatives. We are committed to developing a logical and structured ECAP framework that includes an implementation plan with clear performance metrics for ongoing monitoring.
SUSTAINABILITY ACTION PLAN (SAP)
CLIENT: City of Fayetteville, NC
COMPLETION DATE: January 2025
RELEVANT SERVICES: GHG Inventory & Forecast, Reduction targets, Scenario Modeling, GHG reduction measures, Implementation Plan, Stakeholder Engagement
Blue Strike is collaborating with the City of Fayetteville on the development of a SAP. This project emphasizes community engagement and integrates strategies for greenhouse gas reduction, along with sustainability and climate adaptation activities. The objective is to outline a comprehensive series of equitable, sustainability actions, each with a detailed plan for implementation and accountability. These actions will guide the City's sustainability and climate related initiatives over the next 30 years, ensuring a strategic approach to becoming resilient, achieving carbon neutrality, and enhancing quality of life. The project involves extensive and active stakeholder engagement, including dialogues with stakeholder groups, City officials, and residents. We are in the process of creating a baseline inventory and formulating sustainability goals, strategies, and actions. An implementation plan is also being developed to support these efforts, leading to a final plan and a Microsoft Power BI dashboard for monitoring progress and enabling public reporting.
PUBLIC OUTREACH
ENERGY
AND
CLIMATE
ACTION
PLAN
Fayettevil
A Sustainab
EST.
FayettevilleFLOURISHE
S
A Sustainability Action Plan
EST. 2024
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 47 Please find project descriptions under Public Outreach.
CLIENT: CITY OF LA CAÑADA FLINTRIDGE, CA
PRIMARY CONTACT: Kim Bowman, City Council Member
EMAIL: [email protected] Phone: (818) 790-8880
Mailing Address: One Civic Center Drive, La Cañada Flintridge, CA 91011 CLIENT: ORANGE COUNTY, NC
Primary Contact: Amy Eckberg, Sustainability Program Manager, Orange County, NC Email: [email protected] / Phone: (919) 245-2626 Mailing Address: 300 West Tryon Street, P.O. Box 8181, Hillsborough, NC 27278 CLIENT: CITY OF FAIRFIELD, OH
Primary Contact: Erin Lynn, Planning Manager
Email: [email protected] / Phone: (513) 867-5345 Mailing Address: 5350 Pleasant Avenue, Fairfield, OH 45014 CLIENT: CITY OF FAYETTEVILLE, NC
Primary Contact: Brook Redding
Email: [email protected] / Phone: (910) 433-1329 Mailing Address: 433 Hay Street Fayetteville, NC 28301
CLIENT: CITY OF GLENWOOD SPRINGS
Primary Contact: Jim Hardcastle, Long Range Principal Planner Email: [email protected] Phone: (970) 384-6427
Mailing Address: 101 8th St, Glenwood Springs, CO 81601
REFERENCES
48 CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES
COST PROPOSAL
Blue Strike Environmental
TOTALS
Kristin
Cushman
Project
Manager
Rich
Swanson
Finance
Lead
Brennen
Jensen
Engagement
Lead
Sol
Shepherd
Project
Support
Rose
Freidin
Graphic
Design
Lead
Sustainable
PG
TASK ($ 225) ($ 225) ($ 205) ($ 185) ($ 185) ($ - ) TOTAL
HOURS TOTAL FEE
Project Management 34 0 0 30 8 72 $14,680
Area 1. GHG Inventory 8 $1,480
Task 1.1 GHG Emissions Forecast 0 0 0 8 0 0 8 $1,480
Area 2. Vulnerability Assessment 32 $7,120
Task 2.1 Vulnerability Assessment 30 0 0 0 2 0 32 $7,120 Area 3. GHG Reduction Targets 24 $5,400
Task 3.1 Existing Conditions
Assessment 16 0 0 0 0 0 16 $3,600
Task 3.2 Target Setting 8 0 0 0 0 0 8 $1,800
Area 4. GHG Goals, Strategies, and Actions Planning Elements 60 $13,500 Task 4.1 Climate Action Tracker 18 0 0 0 0 0 18 $4,050
Task 4.2 Prioritization Methodology 0 0 0 0 0 0 0 $0
Task 4.3 Funding Mechanisms 0 42 0 0 0 0 42 $9,450
Task 4.4 Implementation Plan 0 0 0 0 0 0 0 $0
Area 5. Mitigation, Climate Adaptation and Resilience Strategies 130 $27,050 Task 5.1 Framework Selection 8 0 0 0 0 0 8 $1,800
Task 5.2 Guiding Principles 12 0 0 0 0 0 12 $2,700
Task 5.3 Mitigation Policies &
Strategies 45 0 0 45 0 0 90 $18,450
Task 5.4 Adaptation and Resilience
Policies & Strategies 10 0 0 10 0 0 20 $4,100
Area 6. Community Engagement 138 $18,000
Task 6.1 Community Survey 0 0 $0
Task 6.2 Community and Stakeholder
Engagement Plan 8 8 $0
Task 6.3 Develop Outreach Materials 0 0 $0
Task 6.4 Two Community Workshop 8 0 20 20 0 40 88 $9,600 Task 6.5 Stakeholder Engagement
Report 10 10 $0
Task 6.6 Presentations to the City
Council 4 0 10 0 0 0 14 $2,950
Task 6.7 Presentations to the
Planning Commission 6 0 20 0 0 0 26 $5,450
Area 7. Draft and Final Climate Action and Adaptation Plan 61 $12,285 Task 7.1 Draft Plan 20 0 20 0 0 40 $8,200
Task 7.2 Review & Feedback
Integration 0 0 0 8 0 0 8 $1,480
Task 7.3 Final Plan 5 0 0 0 8 0 13 $2,605
224 42 50 141 18 58 475
$50,400 $9,450 $10,250 $26,085 $3,330 $0 $99,515
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 49 APPENDIX A: RESUMES
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 50
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
Las Vegas Convention and Visitors Authority | June 2023 - Present Identified a Climate Policy that included 8 guiding principles for the entire facility
Wrote a Climate Action Plan with a focus on carbon neutrality Managed the ISO 20211 and Event Industry Council certification
AFFILIATIONS
CEO AND FOUNDER | BLUE STRIKE ENVIRONMENTAL
KRISTIN CUSHMAN
B.A.,
English and French Literature
University of Alabama/Aix
Marseille University
Event Industry Council
ISO 20121
Golf Environmental Organization
Sports ETA
Green Sports Alliance
Kristin Cushman is the founder and CEO for Blue Strike Environmental.
Kristin’s focus is to build climate mitigation strategies that combine community priorities with local greenhouse gas reduction strategies. She has worked for over a decade driving climate and energy planning, while building public private partnerships to leverage resources and innovate programs. On the forefront, she designs environmental, social and governance frameworks which includes setting performance indicators and developing efficient annual reporting platforms. She is able to weave in an insightful stakeholder engagement process to better understand community priorities and to ensure that there is authentic representation in the planning process.
OFFICE LOCATION
Monterey, CA
PROFILE
linkedin.com/in
/kristin-cushman-aab32317
La Cañada Flintridge, CA | June 2022 - Present
Co-authored a Climate Action and Plan that list the top 10 things the City could do to reach carbon neutrality by 2045 Develop 68 strategies that were prioritized as
Foundational, Supportive, or Complimentary.
Used ICLEI Clearpath to set emissions forecast and track progress over time
Boston Marathon | July 2023 - Present
Created sustainability management framework outlined in a Sustainability Plan
Managed the inaugural Athletics for a Better World certification Calculated Scope 1,2, and 3 greenhouse gas (GHG) emission inventory Orange County, NC | June 2022 - November 2023
Wrote a Climate Action Plan that list the top 10 things the County could do to reach carbon neutrality by 2050
Conducted dozens of meetings with key community stakeholders Create a Climate Tracker that functions like a workbook to show progress over time.
University of Colorado Boulder | October 2022 - December 2023 Co- authored a Climate Action Plan that identified a SBTi target to carbon neutrality by 2045
Conducted focus groups within various departments to help identify program gaps
Designed a Climate Policy that included 10 Guiding Principles CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 51
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
Glenwood Springs, CO
Energy & Climate Action Plan Update | 2023 - Present
Project Manager for city’s Energy & Climate Action Plan update Coordinated timelines, city and community stakeholders, and led climate mitigation analysis
Led energy analysis for City-owned utility, evaluating solar and other renewable energy potential
ADDITIONAL SKILLS
AND TRAINING
DIRECTOR OF CLIMATE & ENERGY DIVISION
RICH SWANSON, PH.D.
Ph.D. in Civil Systems Engineering,
University of Colorado, Boulder
M.A. in International Affairs,
Tufts University, Fletcher School
B.A. in Economics,
University of Colorado, Boulder
Financial / Economic Modeling:
Pro forma creation, NPV, project
optimization, DCF, Real options,
B/C analysis, Regression,
Monte Carlo simulations,
knowledge of Excel and R
PPIAF:
Certified Public-Private Partnership
Professional (CP3P)
Published in:
Sustainability,
Journal of Managerial
Engineering,
Renewable Energy Focus
Rich Swanson, Ph.D., is a senior economist and GHG analyst specializing in energy and climate-related projects and policy. His significant expertise encompasses GHG inventories, policy design, cost-benefit assessments, scenario optimization, financial modeling, ROI analysis and climate finance for renewable energy. With a strong educational background that includes a Ph.D. in Civil Systems Engineering, an M.A. in International Affairs, and a B.A. in Economics, Rich combines technical, statistical, and analytical competency. Rich has extensive international experience with the World Bank, Asian and African Development Banks, Green Climate Fund, and National Association of Regulated Utility Commissioners (NARUC). Rich directs our Boston-based office and Blue Strike's Climate & Energy Division.
OFFICE LOCATION
Boston, MA
PROFILE
Fairfield, OH | Sustainability Plan | 2023 - Present
GHG inventory and forecasting
Economic and financial analysis of sustainability strategies, including cost savings and efficiency gains
Scenario creation and evaluation of sustainability pathways
NUMBER OF YEARS
WITH THE FIRM
3 years
University of Boulder, CO | Climate Action Plan | 2022 - Present Managed all aspects of technical analysis
GHG inventory and forecasting of Scopes 1, 2, and 3
Economic and financial analysis of climate action strategies Scenario creation and evaluation of strategic pathways leading to carbon neutrality
City of San Luis Obispo, CA | Climate Action & Adaptation Plan | 2022 - 2023 Performed City / Community GHG Inventories and forecasts, including economic and financial analysis
Mono County, CA | Resource Efficiency Plan | 2021 - 2022 Lead community & municipal operations GHG Inventories & forecasts Supported vehicle miles traveled (VMT) analysis per CA SB 743 Performed waste and landfill emissions assessments
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 52
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
Fairfield, OH | Sustainability Plan | 2023 - Present
Project Manager for city’s first Sustainability Plan
Lead Stakeholder outreach including workshops and focus groups among City council members and community
ADDITIONAL SKILLS
& TRAINING
DIRECTOR OF ENGAGEMENT & RESILIENCE DIVISION
BRENNEN JENSEN, M.S.
M.S. in Biomimicry,
Arizona State University
B.S. in Environmental
Science Technology,
Humboldt State University
Biomimicry Specialist
Zero Waste Professional
Over two decades of experience conceiving and implementing strategic environmental and community-based programs and initiatives that inspire action, change behavior, foster an appreciation for nature, and offer tangible climate solutions to the communities, local governments and business partners we serve. A background in government, private and non-profit organizations, Brennen has a cooperative facilitative approach that seeks to find creative solutions to complex problems, while expanding localized solutions for zero waste, energy and emissions reductions throughout California and beyond. Her work seeks to give rise to more sustainable, engaged and resilient communities, inspired by nature.
OFFICE LOCATION
Monterey, CA
PROFILE
Town of Davidson, NC | Climate Action Plan | 2023 - Present Project Manager for town’s Climate Action Plan
Lead Stakeholder outreach including workshops and surveys Sonoma State University, CA
Climate Action & Carbon Neutrality Plan | 2020 - Present Led Stakeholder outreach including workshops and focus groups among President’s Advisory Council, Provosts,
Academic Senate and Cabinet.
Performed baseline and gap analysis to inform 118 climate action goals, including scope 3 commuting/mass transit incentives and bike share programs.
Developed internal Sustainability Tracker to align progress and reporting
Wrote Communications & Engagement Strategy for campus climate action implementation
Research Triangle Institute, NC
Climate Action Plan & ESG Reporting | 2020 - Present
Led Stakeholder outreach including workshops and focus groups among Executive Leadership Team, Technical Advisory Group and department managers and Senior VPs
Performed baseline and gap analysis to inform 62 climate action goals San Diego State University, CA
Carbon Neutrality Plan | 2020 - Present
Support stakeholder outreach and presentation to the President’s Advisory Council
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 53
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
Town of Davidson, NC | Climate Action Plan | 2023 - 2024 Forecasted BAU, ABAU, and CAP scenarios, assisting with technical documentation for the Climate Action Plan.
ADDITIONAL SKILLS
& TRAINING
CLIMATE & ENERGY ANALYST
SOL SHEPHERD
B.A.
Environmental Studies,
University of Colorado, Boulder,
Magna Cum Laude
Advanced Excel user,
including VBA
ICLEI ClearPath
Experience with CDP reporting
Originally from Salida, Colorado, Sol Shepherd serves as a Climate and Energy Analyst at Blue Strike Environmental. Specializing in greenhouse gas inventories for municipalities, universities, and businesses globally, Sol contributes to shaping effective climate action plans. Additionally, Sol oversees Climate and Energy Scenario Analysis (CESA) for select projects.
OFFICE LOCATION
Monterey, CA
PROFILE
University of Colorado, Boulder, CO | Climate Action Plan | 2022 - 2024 Developed and applied a Climate and Energy Scenario Analysis tool that models campus-wide energy consumption.
Conducted extensive emissions forecasting to identify effective carbon reduction strategies.
Analyzed Scope 1, 2, and 3 emissions as part of the Greenhouse Gas inventory.
Orange County, NC | Climate Action Plan | 2022 - 2023
Conducted GHG inventories for community and government
operations using the ICLEI ClearPath US Community Protocol.
Secured 2022 CDP reporting certification for Orange County Forecasted BAU, ABAU, and CAP scenarios, assisting with technical documentation for the Climate Action Plan.
La Cañada Flintridge, CA | Climate Action & Adaptation Plan | 2022 - 2023 Performed GHG inventory for community and government operation emissions.
Developed the forecast for the BAU, ABAU, and Climate Action Plan scenarios for emission targeting and projections.
Assisted with the technical analysis for the Climate Action Plan report development and appendices.
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 54
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
Tule River Indian Tribe of California (TRITC)
CPRG Priority and Comprehensive Climate Action Plans (PCAP & CCAP) 2023 - Present
Coordinated stakeholder engagement sessions, tribal council presentations, internal working group meetings, and additional project management tasks (memo writing, survey creation, etc.)
Contributed to the formulation of GHG reduction strategies and written components of the PCAP
Performed a detailed review and analysis of local City plans, policies, and programs, benchmarking them against best practices from similar tribes
ADDITIONAL SKILLS
& TRAINING
CLIMATE & ENERGY ANALYST
MARLEY DOOLING
B.S.
Biology (Marine Science
Concentration),
Duke University,
Graduation with Distinction
B.A.
Environmental Science & Policy,
Duke University
Proficient in R, Excel for data
visualization and analysis
Marley is a Climate & Energy Analyst for Blue Strike Environmental specializing in research, data analysis, and development of Climate Action, Sustainability, and ESG Reports. She holds a B.S. in Biology with a Marine Science Concentration and a B.A. in Environmental Science and Policy from Duke University. Marley has prior experience working with clients on a variety of topics including stakeholder engagement, ecological remediation, and long-term anthropogenic environmental impact research.
OFFICE LOCATION
Monterey, CA
PROFILE
Las Vegas Convention and Visitors Authority (LVCVA)
Climate Action Plan | 2023 - Present
Conducted research on best practices for sustainability in convention centers
Developed a tracker for local, state, and federal environmental regulations impacting the project and identified best practices in alignment with said regulations.
La Cañada Flintridge, CA | Climate Action & Adaptation Plan | 2022-2024 Performed data analysis for stakeholder engagement survey Compiled comprehensive research on stakeholder and community priorities for CAP
University of Colorado, Boulder, CO
Climate Action Plan | 2022-2024
Contributed to the formulation of energy efficiency recommendations Perform editing and revision services during the plan’s drafting process.
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 55
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
MANAGER; CLIMATE AND EVENTS
CISCO TOMASINO
Master of Environmental
Management
Duke University,
Nicholas School
of the Environment
B.A. in Economics,
Northwestern University
Cisco is a manager serving both the Climate & Energy division, as well as the Events & Venues division. Cisco focuses on helping his clients understand their sources of emissions and prioritize action to maximize emission reductions in an efficient manner. Through cost-benefit analysis and a deep understanding of his client’s priorities, Cisco tailors decarbonization solutions to meet the goals of his clients in a costeffective manner. With a background in building greenhouse gas (GHG) inventories, writing public facing sustainability reports, and designing decarbonization roadmaps, Cisco has contributed to his client’s sustainability maturity at various levels.
OFFICE LOCATION
Wilmington, NC
PROFILE
ADDITIONAL SKILLS
AND TRAINING
Carbon Accounting
Greenhouse Gas Protocol
(GHGP)
Science Based Targets initiative
(SBTi)
RE100
Renewable Energy Certificates
(RECs)
Carbon Credits
CDP
Cost-benefit Analysis
NUMBER OF YEARS
WITH THE FIRM
1 year
Town of Canton, MA
Climate Action Plan | 2024 - Present
Benchmarked nearby towns and broader governing bodies to select appropriate climate target
Used town’s 2035 Master Plan to identify and categorize decarbonization strategies using verbiage and frameworks town leadership was familiar with
Evaluated policy reform opportunities and impact on disadvantaged communities to ensure climate action plan addressed the entirety of the community’s population
Professional Services Company (Confidential Client)
Greenhouse Gas Inventory | 2023
Inventoried scopes 1, 2, and 3 greenhouse gas emissions for professional services company designed to provide extra detail on most actionable categories and be repeatable in less than 8 hours the following year
Developed creative forms of estimation for small scale
emission categories
Energy Supply Company (Confidential Client)
Decarbonization Roadmap and Goal Setting | 2023
Forecasted GHG emissions through 2040
Evaluated current GHG inventory for hotspots and provide high value solutions
Recommended a number of emission reduction goals (both interim and long term) with varying levels of ambition
Designed decarbonization roadmap to reach milestones of selected target
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 56
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
City of Glenwood Springs, CO
Energy & Climate Action Plan | September 2023 - 2024
Contributed to the formulation of GHG reduction strategies, and climate mitigation and adaptation approaches.
Performed a detailed review and analysis of local City plans, policies, and programs, benchmarking them against best practices from similar cities.
Co-led a series of five focus groups to gather feedback on sustainable strategies.
ADDITIONAL SKILLS
& TRAINING
CLIMATE & ENERGY ANALYST
ANDREA GREEN, MENV
MENV in
Urban Resilience & Sustainability,
University of Colorado, Boulder
B.S.
Environmental Studies
& Sustainability,
Michigan State University
A.A.
Liberal Arts & Sciences,
Northwestern Michigan College
Deep familiarity with
nature-based solutions,
urban resilience techniques,
and climate resiliency strategies
Familiarity with ESG reporting
including GRI and SASB
Experience with
sustainability certifications
including ISO and the
Event Industry Council (EIC)
Greenhouse Gas Accounting
including a strong
understanding of
carbon accounting
(GHG protocol) and
frameworks and
disclosures such as
SBTi, CDP, and TCFD
Technical writing including
proposal development
Andrea Green is a Climate & Energy Analyst for Blue Strike Environmental specializing in climate adaptation, sustainable strategy development and technical writing. She holds a masters degree in Urban Resilience and Sustainability from the University of Colorado, Boulder and a B.S. in Environmental Studies and Sustainability from Michigan State University.
Andrea has prior experience working with clients on a variety of sustainability topics including eco-friendly packaging, waste diversion, and equity in the outdoor recreation industry.
OFFICE LOCATION
Boulder, CO
PROFILE
Leave No Trace
Leave No Trace in Daily Life | February 2022 - December 2022 Created Sustainability Engagement Toolkit for “Leave No Trace in Daily Life” – a facet of Leave No Trace, designed to communicate universal sustainability values
Performed gap analysis, conducted extensive research, wrote several blog posts, and launched a social media campaign covering sustainability topics such as outdoor equity, waste diversion, alternative transportation, and energy reduction
Las Vegas Convention and Visitors Authority (LVCVA)
Climate Action Plan | 2023 - 2024
Collected and cataloged more than 200 documents as evidence for the EIC Sustainability Certification.
Certified the Las Vegas Convention Center as a Platinum standard sustainable event space by the Event Industry Council.
City of Scranton, PA | Sustainability & Climate Action Plan | 2023 - 2024 Collected and cataloged more than 200 documents as evidence for the EIC Sustainability Certification.
Certified the Las Vegas Convention Center as a Platinum standard sustainable event space by the Event Industry Council.
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 57
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
Las Vegas Convention and Visitors Authority (LVCVA)
Climate Action Plan | 2023 – Present
Conducted feasibility studies and solar energy models using Helioscope, built financial models, and incorporated the findings into clients’ decarbonization scenarios
Developed EV transition proposals including capital expenditure, emission reduction pathways, and policy regulations
Performed Scope 3 analysis and proposed emission reduction strategies
Data analysis including, GHG inventories, forecasts, and scenario planning
ENERGY & CARBON MARKETS PROGRAM MANAGER
ANNA BUGANKOVA, M.S.
M.S. Sustainability Science,
Columbia University
B.A. Psychology,
San Francisco State University,
California
Anna Bugankova is a versatile Energy & Carbon Markets Program Manager with a focus on renewable energy solutions, EV transition, and carbon markets. She graduated from Columbia University with a M.S. in Sustainability Science, completing carbon removal projects, decarbonization solutions, and building financial and implementation models for solar, EV, and sustainable development projects. Before consulting, she worked in carbon markets and proptech sectors, contributing to the creation of the world's first reforestation accelerator.
OFFICE LOCATION
Victor, ID
PROFILE
ADDITIONAL SKILLS &
TRAINING
Deep familiarity with
removal and offset mechanisms
such as RECs and
carbon credits,
strong understanding of carbon
accounting (GHG protocol)
and frameworks and
disclosures such as
SBTi, CDP, and TCFD
Python, Excel,
financial modeling,
data visualization and analytics
City of Glenwood Springs
Energy & Climate Action Plan | 2023 – Present
Designed solar and landfill renewable energy feasibility studies incorporating financial and policy aspects into the client’s decarbonization strategies
Evaluated the city’s fleet and conducted a proposal for EV replacements analyzing environmental and economic benefits, and emission reduction pathways
City of Fairfield, OH | Sustainability Plan | 2023 – Present Performed building efficiency analysis including equipment electrification and envelope projects to increase energy efficiency Created cost savings optimization through energy efficiency upgrades and designed fundings pathways integrating IRA tax incentives Kennesaw State University
Energy & Climate Action Plan | 2023 – Present
Evaluated Scope 3 emissions and designed GHG reduction strategies for procurement, employee commuting, and business travel The International REC Standard
CDR Solutions, Co-Lead and Editor, Columbia University Consultancy January – May 2023
Evaluated Scope 3 emissions and designed GHG reduction strategies for procurement, employee commuting, and business travel CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 58
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
City of Worcester, MA | GHG inventory | 2024 - Present
Co-led project management responsibilities, including client meetings, timeline development, and other critical tasks.
Supported the technical lead in the development of an Excel-based model using VBA for efficient GHG emission reporting.
ADDITIONAL SKILLS
& TRAINING
DATA & CLIMATE SCIENTIST
DAIANNE STARR, M.S.
M.S.
Earth and Planetary Science,
Harvard University
M.S. Oceanography,
Texas A&M University
M.S. Geochemistry,
Universidade Federal do Rio
Grande do Sul, Brazil
Bachelor’s Degree
Exchange Program, Geology,
The University of
Western Australia, Australia
Bachelor’s Degree
Geology, Universidade Federal
do Paraná, Brazil
Certified by Google Data Analytics
Proficient in
Python, R, MATLAB, SQL,
Power BI, and git for advanced
data analysis and visualization.
Multilingual:
Fluent in Portuguese,
basic proficiency in German
and Spanish.
Presented at
+10 international and
national scientific
conferences and
published 5 peer
reviewed-papers in
journals of high impact
within the scientific
community.
At Blue Strike,
I co-authored successful
RFP and RFQ proposals,
as well as presentations,
which were instrumental
in our selection as the
winning consultant
Daianne Starr, is a Climate & Data Scientist with Master's degrees in Earth Sciences and Oceanography from Harvard and Texas A&M, specializing in Python, R, MATLAB, and statistical modeling. At Blue Strike, she applies machine learning to forecast long-term energy demands, performs in-depth cost-benefit analyses for renewable energy projects, and compiles extensive GHG emission inventories and forecasts. Her prior academic role as a Research Assistant in biogeochemistry provided her with hands-on experience in CO2 sequestration and emissions, enhancing her ability to develop science-based climate solutions.
OFFICE LOCATION
Boston, MA
PROFILE Orange County, NC | Climate Action Plan | 2022 - 2023 Implemented a dynamic Power BI dashboard showcasing important graphical elements of the Climate Action Plan, specially the impact of key strategies in reducing the GHG emissions until 2050.
Implemented Public Comment Period Portal for the Climate Action Plan developed by the Blue Strike.
Revised the scientific content and language of graphs developed for the Climate Action Plan.
Fairfield, OH | Sustainability Plan | 2023 - Present
Gathered and organized comprehensive datasets encompassing residential, commercial, and industrial electric and gas consumption.
Conducted GHG inventories for community and government operations using the ICLEI ClearPath US Community Protocol.
Co-Lead stakeholder engagement initiatives, including the facilitation of focus groups, workshops, and surveys
Prepared and delivered comprehensive KPI reports to stakeholders during biweekly meetings.
Devised a range of GHG emission reduction strategies with defined targets and steps, focusing on simultaneously lowering emissions, improving quality of life, and enhancing economic vitality.
Las Vegas Convention and Visitors Authority (LVCVA)
Climate Action Plan | 2023 - Present
Developed sophisticated statistical models for predicting energy consumption and demand patterns.
Utilized advanced econometric models to assess the financial implications of integrating various renewable energy strategies, aimed at addressing peak energy demand periods.
Enhanced the Excel structure and customized VBA scripts to update the CESA (Clean Energy Strategy Assessment) tool, thereby improving its functionality in analyzing feedback and impacts during different clean energy strategy implementation scenarios.
George Mason University, VA | GHG inventory | 2023 - Present Managed the aggregation of data from SIMAP, surveys, and various miscellaneous sources to compile a comprehensive GHG emission inventory, encompassing Scope 1, 2, and 3 emissions.
Utilized the CESA tool to conduct forecast analyses of GHG emissions, assessing the efficacy of customized reduction strategies.
Wrangled and analyzed multi-year data spanning commuting and business travel for STAR Certification
CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 59
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
Town of Davidson, NC | Climate Action Plan | 2023 - Present Co-Lead stakeholder engagement initiatives, including the facilitation of focus groups, workshops, and surveys
Contribute to the formulation of climate mitigation and adaptation approaches
Perform a detailed review and analysis of local City plans, policies, and programs, benchmarking them against best practices from similar cities.
ADDITIONAL SKILLS
& TRAINING
CLIMATE & ENERGY ANALYST
SANDRINE MALLET, M.S.
M.S.
Economic Development,
Northeastern University
B.A.
International Studies,
Université Laval, Canada
A.A.
Communication & Marketing,
La Cité Collegial, Canada
Circular Economy and
the 2030 Agenda
United Nations System
Staff College (UNSSC)
Social & Behavioral Research
CITI Program
Originally from New Brunswick, Canada, Sandrine Mallet is a trilingual Climate & Energy Analyst with a Master's of Science in Commerce and Economic Development from Northeastern University. Specializing in climate action planning, Sandrine possesses a blend of expertise in stakeholder engagement, vulnerability assessment, and financial strategy within the climate and energy sectors. Her multidisciplinary background enables her to work effectively across public, private, and non-profit domains to facilitate meaningful changes in climate policy and action.
OFFICE LOCATION
Ontario, Canada
PROFILE
University of Colorado Boulder, CO | Climate Action Plan | 2023 - Present Collaborate in crafting climate mitigation and adaptation plans Participate in the design of a Climate Action Tracker to monitor progress Conduct comprehensive research and formulate funding guidelines to support strategies and actions
Orange County, NC | Climate Action Plan | 2022 - Present Facilitate outreach programs targeting businesses, non-profits, and student communities
Author the Stakeholder Engagement Report, encapsulating key insights and recommendations
Develop a Climate Action Tracker to centralize, document, and assess both current and future emissions-reduction efforts across multiple sectors Investigate and compile a summary of funding opportunities from public and private sectors
Assist in shaping climate mitigation and adaptation frameworks La Cañada Flintridge, CA | Climate Action & Adaptation Plan | 2022 - Present Co-lead in the development and formulation of strategies for the Climate Action & Adaptation Plan
Support comprehensive vulnerability assessment to determine climaterelated threats and the city's response readiness Investigate and summarize summaries of funding opportunities from both public and private sectors
Collaborate in crafting climate mitigation and adaptation frameworks CITY OF PACIFIC GROVE RESPONSE TO RFP FOR CLIMATE ACTION AND ADAPTATION PLANNING SERVICES 60
SELECTED WORK EXPERIENCE
EDUCATION
OVERVIEW
Graphic Design and Marketing Lead
Blue Strike Environmental | June 2021 - Present
Manages and designs for Blue Strike creating print and web media including marketing materials, brand management, website maintenance, social media management and page layout design for large-scale reports/projects.
Some notable project highlights include Orange County, NC’s Climate Action Plan, Sonoma State University’s Climate Action Plan, the City of Los Altos Climate Action & Adaptation Plan, University of Boulder, CO’s Climate Action Plan, the Town of Davidson, NC’s Climate Action Plan, the Tule River Indian Tribe of California’s Priority Climate Action Plan and the City of Fairfield, OH’s Sustainability Action Plan.
ADDITIONAL SKILLS
GRAPHIC DESIGN AND MARKETING LEAD
ROSE FREIDIN
B.A., Communication Design
and Marketing
California State University,
Monterey Bay
Adobe Creative Suite
Microsoft Office
Google Workspace
Digital Prepress
Digital Photography
NFT Design and Onboarding
Freehand and Digital Illustrator
Basic Web Design
Website Maintenance
Marketing
Social Media Management
With over 25 years of design expertise gained from diverse roles in newspapers and magazines, Rose leads marketing, communication, and public awareness campaigns at Blue Strike, focusing on stakeholder education, engagement, and community buy-in. Her client portfolio across the United States showcases her proficiency in communication plan development, graphic design, and community facilitation. Renowned for her deep-rooted community connections, Rose is a trusted partner to public sector organizations in California and beyond, delivering consistent, measurable results for city-wide projects.
OFFICE LOCATION
Greater Sacramento, CA
PROFILE
Freelance Graphic Designer | 2008 - Present
Print and Web Design services for a wide-range of clients including the Bay Area’s MOCHA (Museum of Children's Art), Save Our Shores and the American Cetacean Society.
Marketing services including consulting and Social Media Management Graphic Designer, Monterey County Weekly | 2010 - 2017
Designed for a fast-paced Monterey, CA newspaper creating print and web media including print/web ads, marketing campaigns, website maintenance, and digital prepress.
Graphic Artist, ReD Report | 2007 - 2008
Launched a Henderson, NV real estate deal tracker magazine under the Nevada Business magazine, creating print media including print ads, billboards, marketing campaigns, and digital prepress.
Production Manager/Art Director, The Otter Realm,
California State University, Monterey Bay | 2006 - 2007 Managed and designed the college newspaper creating magazine layout designs, print ads, performing digital prepress duties.
Trained staff on basic design knowledge and program skills as well as maintaining a weekly production schedule and working closely with the printer to ensure timely printing.