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17-045 Action Research, Consultant Services for Community Based Social Marketing SupportFIRST AMENDMENT TO AGREEMENT 2017-513 BETWEEN THE CITY OF CUPERTINO AND ACTION RESEARCH FOR CONSULTANT SERVICES FOR COMMUNITY BASED SOCIAL MARKETING SUPPORT This First Amendment to Agreement 2017-513 between th e City of Cupertino and Action Research, for reference date d April I 0 , 2018, is by and between the CITY OF CUPERTINO, a municipal corporation (here inafter "City ") and Action Research, a California S-corporation ( .. Consultant") w hose address is 363 0 Ocean Ranch Boulevard, Oceanside , CA 92056 , and is made with reference to the following: RECI TALS : A. On April 11, 2017 , an agreement was entered into by and between City and Consultant (h ereinafter "Agreement") for services of community based soc ial marketing to help foste r part icipation in s ustainable actions and new program s aimed at reducing greenhouse gas emissions in the residential sector. The agreement will expire on 4/24/2018. B. On April I 0, 201 8, C ity and Consultant agreed to the First Amendment for services of community based soc ial marketing to help foster participation in sustainable actions and new programs aimed at re ducin g green house gas emissions in the residential sector. C. The Agreement and the First Amendments are collective ly referred to as the '·Agreement" unless otherwise indicated. D. City and Consultan t desire to modify the Agreement on the terms and conditions set forth herei n. NOW, THER EFORE, it is mutually agreed by and between and undersigned parties as follows: I. TERM Paragrap h of the Agreem e nt is modified to read as fol low s: The term of this Agreement shall commence on April 24, 2017 and sha ll te1minate on December 31, 2018 un less terminated earlier as set fo1th herein . IN WIT ESS WHE REOF, the parties hereto have caused this modificati on of Agreement to be executed. CO SULT A T ~~ By ~o;.fev-J ,~ba[Ji(_o Title -Pv es I den f RECOMME OED FOR AP PROVAL ,., ~d"'~'--- By Misty Mersich Title Sustainabilitv Mana2:er EXPENDITU RE DISTRI B UTION PO# '} o \ 1 ,... c/uoioo5 , ?:> Original Contract: ~ l'-\U ;uO'O Amendm e nt #1: ¢.::t:l'-; ~ So..W\..e__ Amendment #2: Total: 22::1 /L By David Brandt Tit le Ci t v Mana2:er C it y Attorney City C lerk '-/,... 2 l.f. r-f S ( f", k I ,· , ·,, ,· • ,., ' OL v\\ -.:, \A.. v\ -t° e,-l o e) ii\(, \-C: \Ao-\I\<-)<!.. ACORD® CERTIFICATE OF LIABILITY INSURANCE I DATE (MM/DD/YYYY) ~ 6/5/2017 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. 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 riahts to the certificate holder in lieu of such endorsementlsl. PRODUCER CONTACT Laura Roman NAME : Lovitt & Touche' Inc -Phoenix p~~NJ~ ~ .,. 602-385-0541 I ff,~ Nn\· 602-956-2258 P. 0 . Box 64985 Phoenix AZ 85082 !;;.MnA~~~~. lroman@IOVitt-tOUChe.com INSURER(S) AFFORDING COVERAGE NAIC# INSURER A : Massachusetts Bay Insurance Co 22306 INSURED ACTIRES-C1 INSURER s ,Allied World Surplus Lines Insurance Company Action Research, Inc. INSURER C : 3630 Ocean Ranch Blvd . INSURER D: Oceanside CA 92056 INSURER E: INSURER F : COVERAGES CERTIFICATE NUMBER· 1927842687 REVISION NUMBER· 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. INSR TYPE OF INSURANCE INSD 0 WVD POLICY EFF POLICY EXP LIMITS LTR POLICY NUMBER CMM/DD/YYYYl CMM/DD/YYYYl A X COMMERCIAL GENERAL LIABILITY y y OD4A636297 6/15/2017 6/15/2018 EACH OCCURRENCE $2,000,000 -:J CLAIMS-MADE ~ OCCUR DAMAGE TO RENTED ,__ PREMISES /Ea occurrence\ $300,000 ,__ MED EXP (Any one person) $10,000 ,__ PERSONAL & ADV INJURY $2,000 ,000 GEN'L AGGREGATE LIMIT APPLIES PER : GENERAL AGGREGATE $4,000 ,000 ~ DPRO-DLOC PRODUCTS -COMP/OP AGG $4,000,000 POLICY JECT OTHER : $ A AUTOMOBILE LIABILITY OD4A636297 6/15/2017 6/15/2018 (Ea acciden;,::.INGLt: LIMI I $ - ANY AUTO BODILY INJURY (Per person) $ -OWNED -SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ ,__ HIRED -NON-OWNED PROPERTY DAMAGE X AUTOS ONLY X AUTOS ONLY CPer accident\ $ ,__ - $ UMBRELLA LIAS HOCCUR EACH OCCURRENCE $ ,__ EXCESS LIAS CLAIMS-MADE AGGREGATE $ OED I I RETENTION$ $ WORKERS COMPENSATION I PER I I OTH- AND EMPLOYERS' LIABILITY STATUTE ER YIN ANY PROPRIETOR/PARTNER/EXECUTIVE D NIA E.L. EACH ACCIDENT $ OFFICER/MEMB ER EXCLUDED? (Mandatory in NH) E.L. DISEASE -EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $ B Professional Liability 03036101 6/15/2017 6/15/2018 Occurrence Limit $1,000,000 Aggregate Lim it $1,000,000 Deductible $2 ,500 DESCRIPT ION OF OPERATIONS/ LOCATIONS /VEHICLES (ACORD 101, Additional Remarks Schedule , may be attached if more space Is requ ired) Regarding the Liability coverage shown, if required by written contract: 1) This insurance i s Primary and Non-Contributory with respect to any other insurance maintained by the Additional lnsured(s), and 2) Certificate Holder(s) and others as required in said contract are Additional lnsured(s)(except Workers Compensation), 3) the company Waives its Right of Subrogation against the Additional lnsured{s). Coverage is subject to all policy terms, conditions, definitions, exclusions, forms & endorsements. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Cupertino THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 10300 Torre Ave ACCORDANCE WITH THE POLICY PROVISIONS . Cupertino CA 95014 AUTHORIZED REPRESENTATIVE /0(11Ull. \ ) . yM,,~) I © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD 1&~ Hanover ,. , ~ Jnsur:ince Group- OD4 A636297 2301022 BUSINESSOWNERS LIABILITY SPECIAL BROADENING ENDORSEMENT THIS ENDORSEMENT CHANGES THE POLICY . PLEASE EAD IT CAREFULLY . This endorsement modiries insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SUMMARY OF COVERAGES 1. Additional Insured by Contract, Agreement or Permit 2. Additional Insured -Broad Form Vendors 3. Alienated Premises 4 . Bodily Injury Redef i ned Limits Page 5. Broad Form Property Damage -Borrowed Equipment, Customers 1 2 2 2 2 Goods and Use of Elevators 6 . Incidental Malpractice (Employed Nurses , EMT's and Paramedics) 3 3 7. Personal and Advertising Injury -Broad Form 8. Product Recall Expense 9. Un i ntentional Fa i lure to Disclose Hazards 10. Un i ntentional Failure to Not ify $ 5,000 Occurrence I $50,000 Aggregate 3 5 5 This endorsement amends coverages prov ided under the Businessowners Coverage Form through new coverages and broader coverage grants. This coverage Is subject l to the provisions applicable to the Businessowners Coverage Form . except as prov ided below . 1. Additional lnsurod by Contract, Agreement or This in urance applies on a primary basis if Permit that 1s1 requ i red by the written contract. Under SECTION II • LIABILITY, C. Who Is An agreement or permit. Insured, Paragraph 4. is added as follows : b . Th is p+vision does not apply: a. Any person or organization for whom you (1) Un~ess the written contract or written are performing operations when you and ag ~eement has been executed or permi t such person or organization have agreed in has been issued prior to the "bodily writing in a contract, agreement or permit inj~ry", "property damage " or "personal that such person or organization be added an l advertising injury"; as an additional Insured on your policy. Such (2) To any person or organizati on Included person or organization is an additional as an insured by an endorsement insured on ly with respect to liability for iss ed by us and made part of this "bod i ly injury", "property dam age" or Po i'i cy; "personal and advertising injury" caused, in whole or in part. by: (1) Your acts or omissions ; or (2) The acts or omissions of those acting on your behalf, but only with respect to: (3) "Your work" for the additional insured(s) at the location des ignated in the contract, agreement or permit; or (4) Premises you own , rent, lease, control or occupy. (3) To any person or organization included as an insured under Item 1.a.2. of this en orsement; (4) To any lessor of equipment: (a) Arter the equipmen t l ease expires; or (b) If the "bodily injury", "property damage" or "personal and advertis i ng injury" arises out or the so le negligence or the lessor; 391-1006 06 09 25,077 Includes copyrighted material of Insu rance Serv ices Offi ce, Inc. I Page 1 of 5 (5) To any: (a) Owners or other interests from whom land has been leased which takes place after the lease for that land expires; or (b) Managers or lessors of premises if: (i) The occurrence takes place after you cease to be a tenant in that premises; or (ii) The "bodily Injury", "property damage" or "personal and advertising injury" arises out of structural alterations, new construction or demolition operations performed by or on behalf of the manager or lessor; or (6) To "bodily injury", "property damage" or "personal and advertising injury'' arising out of the rendering of or the failure to render any professional services. c. Additional insured coverage provided by this provision will not be broader than coverage provided to any other insured. d. All other insuring agreements, exclusions, and conditions of the policy apply. 2. Additional Insured -Broad Form Vendors Under SECTION II -LIABILITY, C. Who Is An Insured, paragraph 5 . is added as follows: 5. Any person or organization with whom you agreed, because of a written contract or written agreement to provide insurance, but only with respect to "bodily injury'' or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business. The insurance afforded the vendor does not apply to: a. "Bodily Injury" or "properly damage" for which the vendor is obligated to pay damages by reason of the assumption of liability In a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the abs.ence of the contract or agreement; b. Any express warranty unauthorized by you; c. Any physical or chemlcal change in the product made Intentionally by the vendor; d. Repackaging, unless unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instruction from the manufacturer, and then repackaged in the original container; e. Any failure to make such inspection, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business in connection with the distribution or sale of the product; f. Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; g. Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any thing or substance by or for the vendor; or h. "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (1) The exceptions contained In paragraphs 5.d. or 5.f.; or (2) Such inspections, adjustments, lest or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products . 3. Alienated Premises Under SECTION II -LIABILITY, B. Exclusions, paragraph 1.k.(2) is replaced in its entirety with the following: (2) Premises you sell, give away or abandon, if the "property damage" arises out of any part of those premises and occurred from hazards that were known by you, or should have reasonably been known by you, at the time the property was transferred or abandoned. 4. Bodily Injury Redefined Under SECTION II -LIABILITY, F. Liability and Medical Expenses Definitions, definition 4. is replaced in its entirety by the following: 391-1006 06 09 25,078 Includes copyrighted material of Insurance Services Office, Inc. Page 2 of 5 4. "Bodily injury" means bodily injury, disability, sickness or disease susta ined by a person, including death resulting from any of these at any time. "Bodily Injury" Includes mental anguish or other mental iniury resulting from "bod ily Injury''. 5. Broad Form Property Damage -Borrowed Equipment, Customers Goods, Use of Elevators a. Under SECTION II LIABILITY, B. Exclusions, paragraph 1.k., the following is added : Paragraph (4) does not apply to "property damage" to borrowed equipment while at a jobsite and not being used to perform operations. Paragrap h (3), (4) and (6) do not apply to "property damage" to "customers goods" while on your premises no r to the use of elevators. b. Under SECTION II -LIABILITY, F. Liability and Medical Expenses Definitions, the following addit ional definition is added: "Customers goods " means property of your customer on your premises for the purpose of being: a. Worked on ; or b. Used in yo ur manufactu ri ng process . c. The insurance afforded under this provision is excess over any other valid and collectible property insurance (includ ing deductibl e) available to the insured whether primary, excess, contingent or on any other basis. 6. Incidental Malpractice -Employed Nurses , EMT's and Paramedics Under SECTION II -LIABILITY, C. Who Is An Insured, paragraph 2.a.(1)(d) does not apply to a nurse, emergency medical techn ician or paramed ic employed by you if you are not engaged In the business .or occupation of providing med ical, paramedical, surgical , dental, x-ray or nurs ing services . 7. Personal and Advertising Injury • Broad Form Under SECTION II -LIABILITY, F. Liability and Medical Expenses Definitions, definition 15, "Personal and Advertising In j ury", paragraph h. Is added as follows: h. Discrim i na t ion or humil i ation (unless insurance thereof Is proh ibited by law) that results In injury to the reelings or reputa ti on of a natural person , but only if such discrimination or hum iliation is : (1) Not done intentionally by or at t he direction of: /&~ Hanover · ~ In sura nce Group . OD4 A636297 2301022 (a) he insu red ; or (b) ny officer of the corporation. irector, stockholder, partner or ember of the ins ured ; and (2) Not irectly or indirectly related to an "emp oyee ", nor to the employment, prosp ctive employment or termination of any p rson or persons by an insured . 8. Product Re all Expense a. Under SECTION II LIABILITY, B. Exclusl ns , Paragraph 1. o. is replaced in its entiret by the following : o. Re all of Products, Work or Impaired Pr erty Da ages claimed for any loss, cost or ex ense incurred by you or others for the loss of use, withdrawal, recall , ins ection, repa ir, replacement, adj stment, removal or d isposal of: (1) "Your product"; (2) "Your work"; or (3) "Impaired property"; Ir uch product, work or property Is wit drawn or recalled from the market or from use by any person or or anization because of a known or su pected defect. defic iency , inadequacy or dangerous condition in it. but this ex lusion does not apply to "product rec II expenses" that you incur for the "cj~ered recall" of "your product". The ex eption to the exclusion does not ap ly to "product recall expenses" res !ling from : (1) Fai l ure of any products to accomplish their intended purpose : (2) Breach of warranties of fitness, quality, durabi l ity or performance ; (3) Loss of customer approval , or any cost incurred to regain customer approval ; (4) Redistribution or replacement of "your product" which has been recalled by like products or substitutes ; (5) Caprice or whim of the i nsured ; (6) A condition likely to cause loss of wh ich any insured knew or had reason to know at the inception of this insurance; <n Asbestos, includ ing loss, damage or clean up resulting from asbestos or asbestos containing materials; or 391 -1006 06 09 25 ,079 Includes copyr ighted material of Insurance Serv ic s Office, Inc. Page 3 of 5 (8) Recall of "your products" that have no known or suspected defect solely because a kn<:>wn or suspected defect in another of "your products" has been found. b. Under SECTION II • LIABILITY, C. Who Is An Insured, paragraph 4.c. is added as follows: c. "Bodily injury" or "property damage" do not apply to "product recall expense" arising out of any withdrawal or recall that occurred before you acquired or formed the organization. c. Under SECTION II -LIABILITY, E. Liability and Medical Expense General . Conditions, 2. Duties in the Event of Occurrence, Offense, Claim or Suit, paragraph e. Is added as follows: e. You must see to it that the following are done in the event of an actual or anticipated "covered recall" that may result In "product recall expense": (1) Give us prompt notice of any discovery or notification that "your product" must be withdrawn or recalled. Include a description of "your product" and the reason for the withdrawal or recall; (2) Cease any further release, shipment, consignment or any other method of distribution of like or similar products until it has been determined that all such products are free from defects that could be a cause of loss under this insurance . d. Under SECTION II • LIABILITY, F. Liability and Medical Expenses Definitions, the following additional definitions are added: "Covered recall" means a recall made necessary because you or a government body has determined that a known or suspected defect, deficiency, inadequacy, or dangerous condition in "your product" has resulted or will result in "bodily injury'' or "property damage". "Product recall expense(s)" means: a. Necessary and reasonable expenses for: (1) Communications, including radio or television announcements or printed advertisements including stationary, envelopes and .postage; (2) Shipping the recalled products from any purchaser, distributor or user to the place or places designated by you; (3) Remuneration paid to your regular "employees" for necessary overtime: (4) Hiring additional persons, other than your regular "employees"; (5) Expenses Incurred by "employees" including transportation and accommodations; (6) Expenses to rent additional warehouse or storage space; <n Disposal of ''your product", but only· to the extent that specific methods of destruction other than those employed for trash discarding or disposal are required to avoid "bodily injury" or "property damage" as a result of such disposal, you ,incur exclusively for the purpose of r«::calling "your product"; and b. Your lost profit resulting from such "covered recall". e, Under SECTION II • LIABILITY, D. Liability ;and Medical Expenses Limits of Insurance, the following is added: 5. The Limits of Insurance and rules stated below fix the most that we will ,pay under this Product Recall Exp~nse Coverage. (1) The Aggregate Limit is the most that we will reimburse you for the sum of all "product recall expenses" Incurred for all ';'product recall expenses" Initiated during the policy period . (2) The Occurrence Limit shown on the Summary of Coverages is the most we will pay in connection with any one defect or deficiency. (a) All "product recall expenses" in connection with substantially the same general harmful condition wlll be deemed to arise out of the same defect or deficiency and considered one "occurrence". 391-1006 06 09 25,080 Includes copyrighted material of Insurance Services Office, Inc. Page 4 of 5 (b) Any amount reimbursed for "product recall expenses " in connection with any one "occurrence" . will reduce the amount of the Aggregate Limit available for reimbursement of "product recall expenses" in connection w ith any other defect or deficiency. (c) If the Aggregate Lim it has been reduced by reimbursement of "product recall expenses" to an amount that Is less than the Occurrence Lim it, the remaining Aggregate. Limit is the most that wlll be available for reimbursement of "product recall expenses" in connection with any other defect or defic iency. 6. A deductible of $500 applies per each "Occurrence". 9. Unintentional Failure to Disclose Hazards Under SECTION II • LIABILITY, E. Liability and Medical Expenses General Conditions, paragraph 6. is added as follows : 6. Representations We will not disclaim coverage under this Coverage Form If you fail to disclose all hazards existing as of the inception date of the policy provided such failure is not Intention al . 10. Unintentional Failure to Notify Under SECTION II -LIABILITY, E. Liability and Medical Expenses General Conditions, 2. Duties in the Event of Occurrence, Offense, Claim or Suit, paragraph f. i s added as follows: f. Your rights afforded under th i s Coverage Form shall not be prejudiced If you fail to g ive us notice of an "occurrence", offense. c l a i m or "suit", solely due to your reasonable and documented belief that the "bodily i njury" or "property damage" is not covered under this Policy. 391-1006 06 09 25,08 1 Incl ud es copyri ghted mater ial of Insurance Se rv ice( Office , Inc. /&\, Hanover . ~ Jnsuranc1:: Group - OD4 A636297 2301022 Page 5 of 5 ~}2 H,~,~~Y:;!f, THIS ENDORSE ME NT CHA NGES TH E POLICY. PLEA SE REA D IT CAREFU LLY. BUSINESSOWNERS LIABILITY SPECIAL BROADENING ENDORSEMENT This endorsement modifies insurance provided under the following : BUSINESSOWNERS COVERAGE FORM SUMMARY OF COVERAGES 1. Additional Insured by Contract, Agreement or Permit 2. Additional Insured -Broad Form Vendors 3 . Alienated Premises 4 . Bodily Injury Redefined Limits Page 1 2 2 2 5. Broad Form Property Damage -Borrowed Equ ipment , Customers 2 Goods and Use of Elevators 6 . Incidental Malpractice (Employed Nurses , EMT's and Paramedics) 3 7 . Personal and Advert ising Injury-Broad Form 8 . Product Recall Expense 9 . Unintentional Failure to Disclose Hazards 10. Unintentional Failure to Notify $25 ,000 Occurrence $50,000 Aggregate 3 3 5 5 This endorsement amends coverages provided under the Businessowners Coverage Form through new coverages and broader coverage grants . Th is coverage is subject to the provisions applicable to the Businessowners Coverage Form , except as provided below. 1. Additional Insured by Contract, Agreement or Permit Under Section II -Liability C. Who Is An Insured, Paragraph 5 . is added as follows : 5. Any person or organization with whom you agreed, because of a written contract , written agreement or permit to provide insurance, is an insured , but only with respect to: a. "Your work " for the additional insured(s) at the location designated in the contract , agreement or permit; or b. Facilities owned or used by you . This insurance applies on a primary basis if that is required by the written contract , written agreement or permit. This provision does not apply: a. Unless the written contract or written agreement has been executed or permit has been issued prior to the "bodily injury" , "property damage " or "personal and advertising injury"; b. To any person or organization included as an insured by an endorsement issued by us and made part of this Policy ; c. To any person or organization included as an insured under Item 2 of th is endorsement ; d. To any lessor of equipment: (1) After the equipment lease expires ; or (2) If the "bodily injury", "property damage " or "personal and advertising injury" arises out of the sole negligence of the lessor; or e. To any: (1) Owners or other interests from whom land has been leased which takes place after the lease for that land expires ; or Includes cop yrighted material of Insurance Services Offi ce , In c ., 1997,2 001 3 9 1-1006 (7/02) Page 1 of 5 (2) Managers or lessors of premises if: (a) The occurrence takes pla ce after you cease to be a tenant in that premises ; or (b) The "bodi ly injury ", "prope rty damage " or "personal and advertising injury" arises out of structural alterations , ne w construction or demol ition operations performed by or on behalf of the manager or lessor . 2. Additional Insured -Broad Form Vendors Under Section II -Liability C. Who Is An Insured, paragraph 6 . is added as follows : 6 . Any person or organization with whom you agreed, because of a written contract or w ritten agreement to provide insurance, but only w ith respect to "bodily injury " or "property damage " arising out of "your products " which are distributed or sold in the regular course of the vendor 's business . This provision does not apply to: a. "Bodily injury" or "property damage " for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement ; b. Any express warranty unauthorized by you ; c . Any phys ical or chemical change in the product made intentionally by the vendor; d. Repackaging , unless unpacked solely for the purpose of inspection , demonstration , testing , or the substitution of parts under instruction from the manufacturer, and then repackaged in the original container; e. Any failure to make such inspection , adjustments , tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business in connection w ith the sale of the product; ~~H,~!!~Y!f, f. Demonstration , installation , servicing or repair operations performed at the vendor's premises in connection with the sale of the product; or g. Products which , after distribution or sale by you , have been labeled or relabeled or used as a container , part or ingred ient of any thing or substance by or for the vendor . This insurance does not apply to any insured person or organization , from whom you have acquired such products , or any ingredient , part or container , entering into , accompanying or containing such products . 3. Alienated Premises Under Section II -Liability B. Exclusions, paragraph 1.k.(2) is replaced in its entirety with the following : (2) Premises you sell , give away or abandon , if the "property damage " arises out of any part of those premises and occurred from hazards that were kno w n by you , or should have reasonably been known by you , at the time the property was transferred or abandoned . 4. Bodily Injury Redefined Under Section II -Liability F. Liability and Medical Expenses Definitions, definition 4 . is replaced in its entirety by the fol lowing : 4. "Bodily injury " means bodily injury , sickness or disease sustained by a person , this includes mental anguish , mental injury shock , fright or death resulting from such bodily injury , sickness or disease. 5. Broad Form Property Damage Borrowed Equipment, Customers Goods, Use of Elevators a. Under Section II Liability B. Exclusions, paragraph 1.k. the following is added : Paragraph (4) does not app ly to "property damage " to borrowed equipment while at a jobsite and not being used to perform operations . Paragraph (3), ·(4) and (6) do not apply to "property damage " to "customers goods " while on your premises nor to the use of elevators . Includes cop yr ighted material of Insurance Services Office , In c., 1997 ,2001 391 -1 006 (7/02) Page 2 of5 b. Under Section II -Liability F. Liability and Medical Expenses Definitions, definition 25. is added as follo ws: 25. "customers goods " means property of your customer on your premises for the purpose of being : a. worked on ; or b. used in your manufacturing process . c . The insurance afforded under this provision is excess over any other valid and collectible property insurance (including deductible) available to the insured w hether primary, excess , contingent or on any other basis . 6. Incidental Malpractice Employed Nurses, EMT's and Paramedics Under Section II -Liability C. Who Is An Insured, paragraph 2.a.(1 )(d) does not apply to a nurse , emergency medical technician or paramedic employed by you if you are not engaged in the business or occupation of providing medical , paramedical, surg ical , dental , x-ray or nursing services . 7. Personal and Advertising Injury -Broad Form Under Section II -Liability F. Liability and Medical Expenses Definitions, definition 16, paragraph h. is added as follows : h. Discrimination or humiliation (unless insurance thereof is prohibited by law) that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is : (1) Not done intentionally by or at the direction of: (a) Theinsured ;or (b) Any officer of the corporation, d irector , stockholder , partner or member of the insured; and (2) Not directly or indirectly related to an "employee ", nor to the employment, prospective employment or termination of any person or persons by an insured . 8 . Product Recall Expense a. Under Sect ion II -Liability B. Exclusions, Paragraph 1. o. is replaced in its entirety by the following : ~_jl H,~t~~Y!r, o. Recall of Products , Work or Impaired Property Damages claimed for any loss , cost or expense incurred by you or others for the loss of use withdra w al , recall , inspection , repair : repla cement , adjustment , removal or disposal of: (1) "Your product"; (2) "Your work "; or (3) "Impaired property''; If such product , work or property is withdra w n or recalled from the market or from use by any person or organization because of a known or suspected defect , deficiency , inadequacy or dangerous condition in it , but this exclusion does not apply to "product recall expenses " that you incur for the "covered recall " of "your product " The exception to the exclusion does not apply to "product recall expenses " resulting from: (1) Failure of any products to accomplish their intended purpose ; (2) Breach of warranties of fitness , quality , durability or performance ; (3) Loss of customer approval , or any cost incurred to regain customer approval ; (4) Redistribution or replacement of "your product'' which has been recalled by like products or substitutes ; (5) Caprice or whim of the insured ; (6) A condition likely to cause loss of which any insured knew or had reason to know at the inception of this insurance ; (7) Asbestos , including loss , damage or clean up resulting from asbestos or asbestos containing materials ; or (8) Recall of "your products " that have no kno w n or suspected defect solely because a known or suspected defect in another of "your products " has been found. Include s copyrighted mate rial of Insurance S ervi ces Offi ce , In c., 1997,2001 3 91-1006 (7/02) Page 3 of 5 b. Under Section II -Liability C. Who Is An Insured, paragraph 4.c . is added as follows : c. "Bodily injury" or "property damage " do not apply to "product recall expense " arising out of any withdrawal or recall that occurred before you acquired or formed the organ ization . c. Under Section II -Liability E. Liability and Medical Expense General Conditions, 2. Duties in the Event of Occurrence, Offense, Claim or Suit, paragraph e . is added as follows : e. You must see to it that the following are done in the event of an actual or anticipated "covered recall " that may result in "product recall expense ": (1) Give us prompt notice of any discovery or notification that "your product" must be withdrawn or recalled Include a description of "your product" and the reason for the w ithdrawal or recall ; (2) Cease any further release , shipment , cons ignment or any other method of distribution of like or similar products until it has been determined that all such products are free from defects that could be a cause of loss under this insurance. d. Under Section II -Liability F. Liability and Medical Expenses Definitions, definition 26 and 27 are added as follows: 26. "Covered recall " means a recall made necessary because you or a government body has determined that a known or suspected defect, deficiency , inadequacy , or dangerous condition in "your product " has resulted or will result in "bodily injury " or "property damage ". 27. "Product recall expense (s)" means : ~~ H,~,f.!~~r, a. Necessary and reasonable expenses for : (1) Communications , including radio or television announcements or printed advertisements including stationary , envelopes and postage ; (2) Shipping the recalled products from any purchaser , distributor or user to the place or places designated by you ; (3) Remuneration paid to your regular "employees " for necessary overtime ; (4) Hiring additional persons , other than your regular "employees "; (5) Expenses incurred by "employees " including transportation and accommodations ; (6) Expenses to rent additional warehouse or storage space ; (7) Disposal of "your product ", but only to the extent that specific methods of destruction other than those employed for trash discarding or disposal are required to avoid "bodily injury" or "property damage " as a result of such disposal ; You incur exclusively for the purpose of recalling "your product "' and b. Your lost profit resulting from such "covered recall ". e. Under Section II -Liability D. Liability and Medical Expenses Limits of Insurance the following is added : 5 . The Limits of Insurance and rules stated below fix the most that we will pay under this Includes cop yr ighted material of Insurance Services Office, Inc ., 1997,2001 391-1006 (7/02) Page 4 of 5 391 -1006 (7/02) Product Recall Expense Coverage . (1) The Aggregate Limit is the most that we will reimburse you for the sum of all "product recall expenses " incurred for all "product recall expenses " initiated during the policy period. (2) The Occurrence Limit shown on the Summary of Coverages is the most we will pay in connection with any one defect or deficiency. (a) All "product recall expenses" in connection w ith substantially the same general harmful condition w ill be deemed to arise out of the same defect or deficiency and considered one "occurrence ". (b) Any amount reimbursed for "product recall expenses'' in connection with any one "occurrence" w ill reduce the amount of the Aggregate Limit available for reimbursement of "product recall expenses" in connection with any other defect or deficiency. (c) If the Aggregate Limit has been reduced by reimbursement of "product recall expenses" to an amount that is less than the Occurrence Limit, the remaining Aggregate Limit is the most that will be available for reimbursement of "product recall expenses " in connection with any ~Ji. H,~!!~Y!f, other defect or defic iency . 6. A deductible of $500 applies per each "Occurrence". 9. Unintentional Failure to Disclose Hazards Under Section II -Liability E. Liability and Medical Expenses General Conditions, paragraph 6. Is added : 6. Representations We will not disclaim coverage under this Coverage Form if you fail to disclose all hazards existing as of the inception date of the policy provided such failure is not intentional. 10. Unintentional Failure to Notify Under Section II -E. Liability and Medical Expenses General Conditions, 2. Duties in the Event of Occurrence, Offense, Claim or Suit, paragraph f. is added as follows: f . Your rights afforded under this Coverage Form shall not be prejudiced if you fail to give us notice of an "occurrence ", offense , claim or "suit ", solely due to your reasonable and documented belief that the "bodily injury " or "property damage " is not covered under this Policy. Includes copyrighted material of Insurance Services Offi ce, Inc., 1997,2001 Page 5 of5 I. Premiums 1. The first Named Insured shown in the Declarations: a. Is responsible for the payment of all premiums; and b. Will be the payee for any return premiums we pay. 2. The premium shown in the Declarations was com puled based on rates in effect at the time the policy was issued. On each renewal, continuation or anniversary of the effective date of this policy, we will compute the premium in accordance with our rates and rules then in effect. 3. With our consent, you may continue this policy in force by paying a continuation premium for each successive one-year period. The premium must be : a. Paid to us prior to the anniversary date; and b. Determined in accordance with Paragraph 2. above . Our forms then in effect will apply. If you do not pay the continuation premium, this policy will expire on the first anniversary date that we have not received the premium. 4. Undeclared exposures or change in your business operation, acquisition or use of locations may occur during the policy period that are not shown in the Declarations . If so , we may require an additional premium . That premium will be determined in accordance with our rates and rules then in effect. J. Premium Audit 1. This policy is subject to audit if a premium designated as an advance premium is shown in the Declarations. We will compute the final premium due when we determine your actual exposures. 2. Premium shown in this policy as advance premium is a deposit premium only. At the close of each audit period we will compute the earned premium for that period and send notice to the first Named Insured . The due date for audit premiums is the date shown as the due date on the bill . If the sum of the advance and audit premiums paid for the pol icy period is greater than the earned premium, we will return the excess to the first Named Insured . 3. The first Named Insured must keep records of the information we need for premium computation, and send us copies at such times as we may request. K. Transfer of Rights of Recovery Against Others to Us 1. Applicable to SECTION I • PROPERTY Coverage: If any person or organization to or for whom we make payment under this policy has rights to recover damages from another, those rights are transferred to us to the extent of our payment. That person or organization must do everything necessary to secure our rights and must do nothing after loss to impair them . But you may waive your rights against another party in writing: a. Prior to a loss to your Covered Property. b. After a loss to your Covered Property only if, at time of loss, that party is one of the following : (1) Someone insured by this insurance; (2) A business firm: (a) Owned or controlled by you; or (b) That owns or controls you; or (3) Your tenant. You may also accept the usual bills of lading or shipping receipts limiting the liability of carriers. This will not restrict your insurance . 2. Applicable to SECTION II • LIABILITY Coverage: If the insured has rights to recover all or part of any payment we have made under this coverage part, those rights are transferred to us . The insured must do nothing after loss to impair them. At our request. the insured will bring "suit" or transfer those rights to us and help us enforce them. This condition does not apply to Medical Expenses Coverage. L. Transfer of Your Rights and Duties Under This Policy Your rights and duties under this policy may not be transferred without our written consent except in the case of death of an individual Named Insured . If you die, your rights and duties will be transferred to your legal representative but only while acting within the scope of duties as your legal representative. Until your legal representative is appointed, anyone having proper temporary custody of your property will have your rights and duties but only with respect to that property. 391-1003 06 09 22 ,572 Includes copyrighted material of Insurance Services Office , Inc . with its permission Page 66 of 66 "2-0 l 7 -5 I 3 AGREEMENT BETWEEN THE CITY OF CUPERTINO AND ACTION RESEARCH FOR CONSULTANT SERVICES FOR COMMUNITY BASED SOCIAL MARKETING SUPPORT THIS AGREEMENT, for reference dated April 11, 2017 , is by and between CITY OF CUPERTINO, a municipal corporation (hereinafter referred to as "City"), and Action Research (California S-corporation) whose address is 3630 Ocean Ranch Boulevard Oceanside, CA 92056 (hereinafter referred to as "Consultant"), and is made with reference to the following : RECITALS: A. City is a municipal corporation duly organized and validly existin g under the laws of the State of California with the power to carry on its business as it is now being conducted under the Constitution and the statutes of the State of California and the Cupertino Municipal Code . B. Consultant is specially trained , experienced and competent to perform the special services of community based social marketing to help foster participation in sustainable actions and new programs aimed at reducing greenhouse gas emissions in the residential sector which will be required by this Agreement; and C. Consultant possesses the skill , experience, ability, background , certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein. D. City and Consu ltant desire to enter into an agreement for upon the terms and conditions herein. NOW, THEREFORE, it is mutually agreed by and between the undersigned patiies as follows: 1. TERM: The term of this Agreement shall commence on April 24, 2017, and shall terminate on April 24, 2018 unless terminated earlier as set forth herein. 2 . SERVICES TO BE PERFORMED: Consultant shall perform each and every service set fotih in Exhibit "A" which is attached hereto and incorporated herein by this reference. 3. COMPENSATION TO CONSULTANT: Consultant shall be compensated for services performed pursuant to this Agreement in the amount not to exceed one hundred and forty thousand dollars ($140,000), as set fotth in Exhibit "B" which is attached hereto and incorporated herein by this reference. Payment shall be made by checks drawn on the treasury of the City, to be taken from the general fund. 4. TIME IS OF THE ESSENCE: Consultant and City agre e that tim e is of th e e ss e nce regarding the performance of this Agreement. 5. STANDARD OF CARE: Consultant agrees to perform all services hereunder in a manner commensurate with the prevailing standards of like professionals in the San Francisco Bay Area and agrees that all services shall be performed by qualified and experienced personnel who are not employed by the City nor have any contractual relationship with City. 6. INDEPENDENT PARTIES: City and Consultant intend that the relationship between them created by this Agreement is that of employer-independent contractor. The manner and means of conducting the work are under the control of Consultant, except to the extent they are limited by statute, rule or regulation and the express terms of this Agreement. No civil service status or other right of employment will be acquired by virtue of Consultant's services. None of the benefits provided by City to its employees, including but not limited to, unemployment insurance, workers' compensation plans, vacation and sick leave are available from City to Consultant, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, PERS payments, or other purposes normally associated with an employer-employee relationship from any fees due Consultant. Payments of the above items, if required, are the responsibility of Consultant. 6. IMMIGRATION REFORM AND CONTROL ACT <IRCA}: -----Consultant-assumes any and all-r:esponsibility-for-verifying-the identit-y and employment authorization of all of his/her employees performing work hereunder, pursuant to all applicable IRCA or other federal, or state mies and regulations. Consultant shall indemnify and hold City harmless from and against any loss, damage, liability, costs or expenses arising from any noncompliance of this provision by Consultant. 7. NON-DISCRIMINATION: Consistent with City's policy that harassment and discrimination are unacceptable employer/employee conduct, Consultant agrees that harassment or discrimination directed toward a job applicant, a City employee, or a citizen by Consultant or Consultant's employee or subcontractor on the basis of race, religious creed, color, national origin, ancestry, handicap, disability, marital status, pregnancy, sex, age, or sexual orientation will not be tolerated. Consultant agrees that any and all violations of this provision shall constitute a material breach of this Agreement. 8. HOLD HARMLESS: Consultant shall, to the fullest extent allowed by law, with respect to all services performed in connection with the Agreement, indemnify, defend, and hold harmless the City and its officers, officials, agents, employees and volunteers from and against any and all liability, claims, actions, causes of action or demands whatsoever against any of them, including any injury to or death of any person or damage to property or other liability of any nature, whether physical, emotional, consequential or otherwise, arising out, pertaining to, or related to the performance of this Agreement by Consultant or Consultant's employees, officers, officials, agents or independent contractors. Such costs and expenses shall include reasonable attorneys ' fees of counsel of City 's choice , expert fees and all other costs and fees of litigation. 9. INSURANCE: On or before the commencement of the term of this Agreement, Consultant shall furnish City with certificates showing the type, amount, class of operations covered , effective dates and dates of expiration of insurance coverage in compliance with paragraphs 9A, B, C , D and E . Such certificates, which do not limit Consultant's indemnification, shall also contain s ubstantially the following statement: "Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days' advance written notice to t he City of Cupertino by certified mail , Attention: City Manager." It is agreed that Consultant shall maintain in force at all times during the performance of this Agreement all appropriate coverage of insurance required by this Agreement with an insurance company that is acceptable to City and licensed to do insurance business in the State of California. Endorsements naming the City as additional insured shall be submitted with the insurance certificates. A. COVERAGE: Consultant shall maintain the following in s urance coverage: __ W Workers' Compensation : Statutory coverage as required by the State of California . (2) Liability: (3) Commercial general liability coverage in the following minimum limits: Bodily Injury : $500 ,000 each occurrence $1 ,000 ,000 aggregate -all other Property Damage: $ I 00 ,000 each occurrence $250,000 aggregate If submitted , combined single limit policy with aggregate limits in the amounts of $1 ,000 ,000 will be considered equivalent to the required minimum limits shown above. Automotive: Comprehensive automotive liability coverage in the following minimum limits: Bodily Injury : Property Damage: $500,000 each occurrence $ I 00 ,000 each occurrence or Combined Single Limit: $500,000 each occurrence (4) Professional Liability : Professional liability insurance which includes coverage for the professional acts , errors and omissions of Consultant in the amount of at least $1 ,000 ,000 . B. SUBROGATION WAIVER: Consultant agree s that in the event of loss due to an y of the perils for which he /she has agreed to provide comprehensive general and automotive liability insurance , Consultant shall look solely to his/her insurance for recovery. Consultant hereby g rants to City, on behalf of an y in s urer providin g compre hen s ive g en e ral and automotive liability insurance to either Consultant or City with respect to the services of Consultant herein , a waiver of any right to subrogation which any such insurer of said Consultant may acquire against City by virtue of the payment of any loss under such insurance. C. FAILURE TO SECURE: If Consultant at any time during the term hereof should fail to secure or maintain the foregoing insurance , City shall be permitted to obtain such insurance in the Consultant's name or as an agent of the Consultant and shall be compensated by the Consultant for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid. D . ADDITIONAL INSURED: City, its City Council , boards and commissions , officers, employees and volunteers shall be named as an additional insured under all insurance coverages, except any professional liability insurance, required by this Agreement. The naming of an additional insured shall not affect any recovery to which such additional insured would be entitled under this policy if not named as such additional insured. An additional insured named herein shall not be held liable for any premium , deductible portion of any loss , or expense of any nature on this policy or any extension thereof. Any other insurance held by an additional insured shall not be required to contribute anything toward any loss or expense covered by the insurance provided by this policy. E. SUFFICIENCY OF INSURANCE: The insurance limits required by City are not represented as being sufficient to protect Consultant. Consultant is advised to confer with Consultant's insurance broker to determine a equate coverage for Consultant. 10. CONFLICT OF INTEREST: Consultant warrants that it is not a conflict of interest for Consultant to perform the services required by this Agreement. Consultant may be required to fill out a conflict of interest form if the services provided under this Agreement require Consultant to make certain governmental decisions or serve in a staff capacity as defined in Title 2 , Division 6, Section 18700 of the California Code of Regulations. 11 . PROHIBITION AGAINST TRANSFERS: Consultant shall not assign , sublease, hypothecate, or transfer this Agreement, or any interest therein , directly or indirectly, by operation of law or otherwise, without prior written consent of City. Any attempt to do so without said consent shall be null and void, and any assignee , sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer . However, claims for money by Consultant from City under this Agreement may be assigned to a bank, trust company or other financial institution without prior written consent. Written notice of such assignment shall be promptly furnished to City by Consultant. The sale , assignment, transfer or other disposition of any of the issued and outstanding capital stock of Consultant, or of the interest of any general partner or joint venturer or syndicate member or cotenant, if Consultant is a partnership or joint venture or syndicate or cotenancy, which shall result in changing the control of Consultant, shall be construed as an assignment of this Agreement. Control mean s fifty percent (50%) or more of the voting power of the corporation. 12 . SUBCONTRACTOR APPROVAL: Unless prior written consent from City is obtained , only those people and subcontractors whose names and resumes are attached to this Agreement shall be used in th e performance of thi s Agreement. In the event that Consultant employs s ubcontractors, such subcontractors shall be required to furnish proof of workers' compensation insurance and shall also be required to carry general, automobile and professional liability insurance in reasonable conformity to the insurance carried by Consultant. In addition, any work or services subcontracted hereunder shall be subject to each provision of this Agreement. 13. PERMITS AND LICENSES: Consultant, at his/her sole expense, shall obtain and maintain during the term of this Agreement, all appropriate permits , certificates and licenses including, but not limited to , a City Business License, that may be required in connection with the performance of services hereunder. 14. REPORTS: A. Each and every report, draft, work product, map, record and other document, hereinafter collectively referred to as "Report", reproduced, prepared or caused to be prepared by Consultant pursuant to or in connection with this Agreement, shall be the exclusive prope11y of City. Consultant shall not copyright any Report required by this Agreement and shall execute appropriate documents to assign to City the copyright to Repo11s created pursuant to this Agreement. Any Report, information and data acquired or required by this Agreement shall become the property of City, and all publication rights are reserved to City. Consultant may retain a copy of any report furnished to the City pursuant to thi s Agreement. B . All Re orts re ared by Consultant may be used by City in execution or --- implementation of: (]) (2) (3) The original Project for which Consultant was hired ; Completion of the original Project by others; Subsequent additions to the original project; and/or (4) Other City projects as appropriate. C. Consultant shall, at such time and in such form as City may require, furnish reports concerning the status of services required under this Agreement. D. All Reports required to be provided by this Agreement shall be printed on recycled paper. All Reports shall be copied on both sides of the paper except for one original, which shall be single sided. E . No Report, information or other data given to or prepared or assembled by Consultant pursuant to this Agreement shall be made available to any individual or organization by Consultant without prior approval by City. 15. RECORDS: 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 such books and records to the representatives of City or its designees at all proper times, and gives City the right to examine and audit same, and to make transcripts therefrom as necessary, and to allow· inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records , together with suppo11ing documents , shall be kept separate from other documents and records and shall be maintained for a period of three (3) years after receipt of final payment. If s upplemental examination or audit of the records is necessary due to concerns raised by City's preliminary examination or audit of records , and the City's supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of contract or failure to act in good faith, then Consultant shall reimburse City for all reasonable costs and expenses associated with the supplemental examination or audit. 16. NOTICES: All notices , demands , requests or approvals to be given under this Agreement shall be given in writing and conclusively shall be deemed served when delivered personally or on the second business day after the deposit thereof in the United States Mail , postage prepaid, registered or certified , addressed as hereinafter provided. All notices , demands, requests , or approvals from Consultant to City shall be addressed to City at: City of Cupertino I 0300 Torre Ave. Cupertino CA 95014 Attention: Misty Mersich All notices , demands , requests, or approvals from City to Consultant shall be addressed to Consultant at: -Action Research 3630 Ocean Ranch Boulevard Oceanside, CA 92056 Attention: Lori Large 17. TERMINATION: In the event Consultant fails or refuses to perform any of the provisions hereof at the time and in the manner required hereunder, Consultant shall be deemed in default in the performance of this Agreement. If such default is not cured within within the time specified after receipt by Consultant from City of written notice of default, specifying the nature of such default and the steps necessary to cure such default , City may terminate the Agreement forthw ith by giving to the Consultant written notice thereof. City shall have the option, at its sole discretion and without cause , of terminating this Agreement by giving seven (7) days' prior written notice to Consultant as provided herein. Upon termination of this Agreement, each party shall pay to the other party that portion of compensation specified in this Agreement that is earned and unpaid prior to the effective date of termination. 18. COMPLIANCES: Consultant shall comply with all state or federal laws and all ordinances , rules and regulations enacted or issued by City. 19. CONFLICT OF LAW : This Agreement shall be interpreted under, and enforced by the laws of the State of California excepting any choice of law rules which may direct the application of laws of another jurisdiction. The Agreement and obligations of the parties are subject to all valid laws , orders, rules, and regulations of the authorities havin g jurisdiction over this Agreement (or the successors of those authorities.) Any s uits brou g ht pursuant to this Agreement sha ll be filed with the courts of the County of Santa Clara, State of California . 20. ADVERTISEMENT: Consultant shall not post, exhibit, display or allow to be posted , exhibited , displayed any signs, advertising, show bills , lithographs , posters or cards of any kind pe1iaining to the services performed under this Agreement unless prior written approval has been secured from City to do otherwise. 21. WAIVER: A waiver by City of any breach of an y term , covenant, or condition contained herein shall not be deemed to be a waiver of any subsequent breach of the same or any other term , covenant, or condition contained herein , whether of the same or a different character. 22. INTEGRATED CONTRACT: This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties hereto , and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Agreement will be effective only by written execution signed by both City and Consultant. 22. INSERTED PROVISIONS : Each provision and clause required by law to be inse1ied into the Agreement shall be deemed to be enacted herein , and the Agreement shall be read and e nforced as though each were included herein. If through mi stake or otherwi se , an y s uch provision is not inserted or is not correctly inserted , the Agreement s hall be ame nded to make such insertion on application by either party. 23. CAPTIONS; The captions in this Agreement are for convenience onl y, are not a part of the Agreement and in no way affect, limit or amplify the terms or provisions of this Agreement. IN WITNESS WH EREOF , the parties have caused the Agreement to be executed . CONSULTANT Action Research By ~ Tit1eC'1 7-6 Date 4 -12 -I'] CITY OF CUPERTINO R:::raL-- By David Brandt Title City Manager Date _________ _ RECOMMENDED FOR APPROVAL: ·~i ~v By : Misty M~sich Title: Sustainability Manager APPROVED AS TO FORM: Wj *' City Attorne ATTEST: ~~ f3 r" City Clerk Exhibit A-Scope of Work x action SPARKING BEHAVIOR CHANGES FOR GOOD R E S E A R C H A: Transmittal Letter Organizational Structure and Business Type Action Research is a California S-Corporation. We are a professional-and consulting-services company. Background Action Research is a research and market i ng firm that specializes in the application of social science research to outreach programs that promote clean, healthy, and sustainable communities . Since its founding in 2001 , Action Research has gained international attention as a pioneer in developing effective community-based social market i ng (CBSM) programs . We have a global clientele that includes dozens of governmental agencies, non-profit organizations, and private companies who are seeking to promote sustainability. Our clients include the Cities of Oceanside, Palo Alto, San Diego, San Jose , and Sunnyvale, the Counties of Alameda and San Diego , the American Forest Foundation , Keep America Beautiful, the New York State Research and Development Authority, and the Urban Sustainability Directors Network. Our work has been highlighted through numerous press releases , presentations and publications including recognition in the 2011 book, Social Marketing to Protect the Environment: What Works. All of our senior staff members have graduate-level degrees in the behavioral sciences , with extensive expe r ience in survey and sampling methods, strategy development and resea rch designs . Action Research is not a traditional marketing firm . We are dedicated to ensuring clean , healthy, and sustainable communities for future generations and achieving this goal means affecting positive behavior change in our communities , workplaces, and environments . Traditional marketing companies aim to get consumers to purchase one product over another-to switch brands of toothpaste or laundry detergent. But selling sustainable behaviors, such as pollution prevention, requires a different approach because the desired behaviors are often more difficult, more expensive, or less desirable than alternatives. At Action Research, we offer an innovative set of behavioral solutions that motivate people to take action by creating a bridge between the academic communities and marketing professionals. Qualifications Our senior staff members are recognized experts in the development and implementation of CBSM projects and each have published key research on the topic in scientific journals, books, and manuals . Most recently, our President Jennifer Tabanico and Project Manager Joey Schmitt contributed a chapter on behavior-change strategies to the Handbook of Persuasion and Social Marketing (Tabanico , J., Schmitt, J., & Schultz , P. W ., 2014). The current RFQ is directly in line with our company mission. For more than a decade we have worked on numerous CBSM projects with a similar scope. We will leverage that experience to help the City of Cupertino craft well -designed and effective programs to achieve reductions in greenhouse gas emissions, energy use , water use, fuel use and cost savings for the City, community members, and businesses. For this work, we have also engaged the advisory services of Dr. Doug McKenzie-Mohr, founder of CBSM and author of the seminal book on the topic . Action Research has collaborated with Dr. McKenzie - Mohr for more than ten years . His participation at key milestones ensures that we are applying the latest research and best practices involved in this dynamic approach . To fully meet the services outlined in this RFQ, we have also engaged Gigantic Idea Studio. Gigantic Idea Studio is a firm with extensive experience in the promotion of recycling, waste reduction, water pollution-and litter-prevention programs, and has worked with both residential and business audiences. Gigantic Idea Studio will support the creative development tasks (F) in the Scope of Services. Gigantic Idea Studio translates behavior-change strategies into engaging creative concepts that maximize results. Their clients include the Clean Water Program Alameda County, StopWaste, City of Oakland, City of Palo Alto, City of Livermore, San Mateo County Used Oil Recycling Program, Alameda County Resource Conservation District, and the Carpet America Recovery Effort. To ensure inclusiveness, we have enlisted the services of lnterEthnica, a multicultural marketing and public engagement firm. They excel in designing and implementing projects in over 50 languages, including English , Arabic, Spanish, Chinese, Vietnamese, Korean, Tagalog, Farsi, and Russian. They will ensure that program materials and elements are authentically designed for the intended audiences. Primary Contact Jennifer Tabanico, 760-722-4000, tabanico@actionresearch-inc.com Location The work for this project will be performed from our office in Oceanside, California. 3630 Ocean Ranch Boulevard --- Oceanside, CA 92056 Confirmation of Standard Consultant Agreement The Standard Consultant Agreement (Attachment A), including insurance requirements is acceptable without modification, objections, or exceptions. Signature of Authorized Representative Jennifer Tabanico action R E S E A R C H 3630 Ocean Ranch Boulevard Oceanside, CA 92056 Contact: Jennifer Tabanico 760-722 -4000 tabanico@actionresearch-inc.com Table of Contents C: Project Approach ....................................................................................................................................................... 1 Introduction and Overview ....................................................................................................................... 1 Approach ................................................................................................................................................... 1 Specific Tasks, Including Organization and Staff Schedule ....................................................................... 2 Plan for Quality and Cost Control ............................................................................................................. 7 G. Consultant Staff Qualification s and Experience ........................................................................................................ 8 List of Key Personnel ................................................................................................................................. 8 Organizational Chart ............................................................................................................................... 11 H. Sub-consultants ....................................................................................................................................................... 12 McKenzie-Mohr & Associates ................................................................................................................. 12 Gigantic Idea Studio ................................................................................................................................ 12 lnterEthnica ............................................................................................................................................. 12 I: Similar Projects and References ............................................................................................................................... 13 #1-San Diego County Department of Public Works, Watershed Protection ........................................ 13 #2 -City of Sunnyvale, Environmental Services Department.. ............................................................... 14 References .............................................................................................................................................. 15 J: Disclosures ................................................................................................................................................................ 15 --Appendix-A: Biog rap hie s=.:: ........ :: .......................................................................................... :-: ........................... 16 Action Resea rch ...................................................................................................................................... 16 McKenzie-Mohr and Associates .............................................................................................................. 22 Gigantic Idea Studio ................................................................................................................................ 23 Appendi x B: Promotional Material s ............................................................................................................................. 26 City of Sunnyvale , Environmental Services Department ........................................................................ 26 City of Sunnyvale (continued) ................................................................................................................. 27 County of San Diego, Irrigation ............................................................................................................... 28 County of San Diego, Irrigation ............................................................................................................... 29 County of San Diego, Residential Inspections ......................................................................................... 30 County of San Diego , Residential Flyers .................................................................................................. 31 County of San Diego , Pet Waste Management.. ..................................................................................... 32 County of San Diego , Commercial Flyers ................................................................................................ 33 County of San Diego, Guidance Handbook ............................................................................................. 34 City of Encinitas, Residential Workshops ................................................................................................ 35 City of Fort Worth, Residential Recycling ............................................................................................... 36 Hawaii Energy .......................................................................................................................................... 37 Hawaii Energy (continued) ...................................................................................................................... 38 i I Page On the following pages, you will find our technical proposal which includes the sections outlined in the submittal requirements section of the RFQ: (C) Project Approach; (G) Consultant Staff Qualifications and Experience (H) Sub-consultants, (I) Similar Projects and References, and (J) Disclosures . Per the submittal requirements, the biographies and promotional materials are included at the end of this document in appendices . C: Project Approach Our approach is designed to assist the City with fostering participation in sustainable actions in current and new programs aimed at reducing greenhouse gas emissions. Introduction and Overview Action Research brings unparalleled experience in the application of community-based social marketing (CBSM) along with a deep understanding of water-and energy-related behaviors. Since 2007 we have worked with municipalities and non-profit agencies, including the City and County of San Diego, the City of Sunnyvale, StopWaste (County of Alameda), Hawaii Energy, and the Urban Sustainability Directors Network to apply CBSM specifically to behaviors impacting greenhouse gas emissions. Our work has been highlighted in numerous press releases, presentations, and publications including in the 2011 book, Social Marketing to Protect the Environment: What Works. CBSM has been demonstrated time and again to produce substantial and measurable changes in behavior, and the approach is well suited to address the specific needs of programs aimed at reducing greenhouse gases. Additionally, because the programs developed under this approach are piloted on a small scale, the program can be refined as needed until there is documented evidence to show that the program works before it is broadly implemented . This research-based approach can prevent spending money on ineffective programs such as large traditional advertising campaigns or a social media presence that do not lead to measurable behavior change. Action Research understands the tasks outlined in the scope of services. Our technical proposal outlines each step of the CBSM process, and includes a final plan for conducting water and energy programs over a five-year period (Task E). The creative development (Task F), has been integrated into the strategy identification and development (Task C). Approach Community-based social marketing (CBSM) has emerged as an effective alternative to traditional education campaigns (McKenzie-Mohr, 1996; 1999; 2011; McKenzie-Mohr, Lee, Schultz, & Kotler, 2011; Schultz & Tabanico, 2007). CBSM is based on research social science research demonstrating behavior change is often most effectively achieved through initiatives delivered at the community level that focus on removing barriers to an activity while simultaneously enhancing the activity's benefits . CBSM brings together knowledge from the field of social marketing with a variety of behavior change "tools" drawn from social psychology, environmental psychology, and other behavioral sciences. ll Page Action Research Community-based social marketing involves five steps: 1. Select Target Behaviors 2. Identify Barriers & Benefits 3. Develop Strategy 4. Pilot Test Strategies 5. Implement Broadly & Evaluate Specific Tasks, Including Organization and Staff Schedule The initial evaluation phase includes in-person kick-off meetings with City staff, as well as identification of target behaviors, and barriers and benefits research. A successful community-based social marketing campaign must both (a) target behaviors that are linked to the desired outcome or goal, and (b) target specific behaviors (e .g., set water heater to 120°) rather than make broad appeals (e .g., be energy smart). Indeed, there are numerous individual behaviors that community members could engage in to save water ana energy. As such, program planners must make informed choices regarding which behaviors are most worthwhile to target . Action Research will work with the City to develop a comprehensive list of water-and energy-reduction behaviors that could be targeted through a multi-year program. Task A. Market Research: This task is defined as data collection in order to identify sectors, audiences, and behaviors. Jennifer Tabanico (President) and Lori Large (Director of Research Operations) will travel to Cupertino to meet with staff, conduct an introductory briefing on CBSM, and begin the target audience and behavior identification process . Target behaviors may vary by audience, so this step is essential to identifying behaviors for a CBSM program that will result in the greatest impact and are aligned with your goals and mission. Task A.1. CBSM Briefing: The kick-off meetings will begin with a briefing on CBSM for management teams and others who may be involved in the research process and ultimately, will have some responsibility for delivering the programs. The purpose of the briefing is to build internal capacity and support for the CBSM activities ensuring that leadership is equipped at the outset with an understanding of process and the data gathering activities that will ultimately lead to program elements. We will conduct a half-day interactive briefing session. This may consist of a single four- hour session or a one-hour Executive Briefing followed by a more in-depth three-hour session for those who will have more hands-on involvement with the program elements. Task A.2. Identify Key Sectors and Audiences: Behavior selection is more focused and more systematic if the process begins with identification of sectors, for example, the commercial or residential sector. Focusing on audiences within sectors with water and energy uses will maximize the potential for significant energy reductions . Recognition of potential differences will ensure that the distinct audiences are included in the barrier and benefit research (Task B below). For example, renters and homeowners may have varying attitudes toward and levels of investment in reducing 21 Page water and energy use. Therefore, the barriers and benefits to engaging in the target behavior may be different for each group. Task A.3. Begin to Identify Behaviors within Audiences: After conclusion of the kick -off meeting we will begin to develop a comprehensive list of individual-level behaviors that are associated with water and energy savings . We will schedule two to three additional conference calls throughout this process in order to issue a final list of water and energy -saving behaviors of interest . We will work with the City to review and remove behaviors from the list that are of low interest or do not have optimal potential for energy reduction (e.g ., low energy savings impact relative to others on the list). Behavior Selection by Penetration, Probability, Impact, and Applicability Analysis: There may be literally hundreds of individual actions that could lead to water-and energy-savings. Efforts to systematically prioritize these behaviors are essential to a successful campaign. Through careful analysis of the penetration (i.e., the extent to which individuals are already engaged in the action), probability (i.e., the difficulty of change), impact (i.e., the associated energy savings) of each behavior, and applicability (the proportion of the target audience to which a behavior applies), we will provide the City with a strategic framework for behavior-change initiatives going forward. Task A.4. Review Existing Data: We will work with the City to obtain and review relevant reports and data in order to gather technical data on potential impacts . We will also inventory the existing knowledge base and identify any gaps or research needs . Tasl<A.5-:-Conduct Research to Fill Knowledge Gaps (identified in Task A.6): We will conduct brief surveys of residents in order to collect probability and/or penetration data . We will create rating sheets that ask a few key questions of participants (i.e., current participation in behavior and/or likelihood of engaging in the desired behavior. Task A.6. Calculate Weights for Behaviors: We will work with the City in order prioritize the list of behaviors based on data gathered on penetration, implementation rate , potential impact, and applicability to various audiences . Behaviors with the highest weights have the best combination of low penetration (i.e ., room to move), high probability (i .e., high likelihood for change), and impact (i.e., water-or energy-savings potential). The formula is: Weight= Impact * Implementation Rate * (!-Penetration) * Applicability The table below displays an example of assigned scores and final weights for behaviors for residents. Resident Behaviors Penetration Prob ability * Impact * Applicability (Proportion) (0-10) (0-10) (Proportion) Weight Replace incandescent bulbs w/LEDs Run clothes washer when full Run dishwasher when full 0.37 .85 c .91 7.21 8 .0 +9.32 ~.08 ti lli 5 .05 3 =t 3 6 1 Turn off thermostat when on vacation .92 4 .21 4.6 .98 2.6 Note : *Ratings on a scale of O -10; (O=None ; lO=E xt remely) Task A.7. Prioritize Behaviors Based on Weights: Behavior change campaigns are most successful when they are focused on just a few, high impact behaviors rather than a laundry list of things people could do. Using the calculated weights, we will collaborate with the City to select three to 3I Page Action Research five behaviors across two audiences for the next step in the CBSM process, barrier and benefit research. Task A Deliverables: In-person full day kick off meeting that includes a four-hour CBSM briefing session, and working session to discuss sectors and their associated range of audiences and behaviors . Additional conference calls that culminate in a full list of potential target behaviors. In addition, an Excel spreadsheet with a comprehensive list of behaviors, associated target audience, potential water and energy savings for each behavior (e.g., kWh savings), probability, penetration, applicability, final calculated weights, and Tier 1 (priority) and Tier 2 (lower priority) behaviors . Task A Staff: Jennifer Tabanico, Lori Large, Joey Schmitt (Action Research) and Doug McKenzie-Mohr Task B. Barrier and Benefit Research: A barrier is anything that impedes an individual from engaging in a particular behavior. Barriers can be either internal to the individual (i.e ., lack of motivation) or external to the individual (i.e., high cost). Barriers to one -time behaviors (e.g., set water heater to 120°) are likely to be different than repetitive behaviors (e.g., take showers of five-minutes or less). Barriers to engaging in behaviors vary depending on the population, context, and behavior of interest. Barriers to taking a particular action can also differ by demographic characteristics, cultural values, or other population "segments ." Although this step adds some time and cost to the project, failure to properly address identified barriers can result in the delivery of programs that have little or no impact. Task B.1. Conduct Review of Literature and Technical Reports: Once behaviors are selected (Task A), eur team will previde the City with a detailed methodology for-determining the barriers and benefits to selected target behaviors. We will conduct a review of literature and appropriate technical reports. Task B.2. Conduct Focus Groups: We propose conducting focus groups with the target audiences for whom there may not be reliable existing information . To fully understand the range of barriers and benefits that may exist for a specific audience, we recommend conducting two groups with residents who are engaging in the target behavior and two with residents who are not engaging in the target behavior. By conducting two groups, we can have confidence in the data gathered (one group may communicate more extreme views). Collecting information directly from the target audience ensures that we are preparing future research efforts on the full range of correct barriers rather than those we believe to be true for the audience . The focus groups will inform the development of survey items for the quantitative research activity (Task B.3). Eight to twelve participants will be recruited for each group. Groups will be conducted with residents who reside in specific neighborhoods or share cultural or language characteristics relevant to the selected target behaviors. Task B.3. Conduct Surveys: We propose conducting postal mail or door-to-door surveys with 100 to 400 members of the target audience. The sample size is dependent upon the number of groups that need to be analyzed. Although email delivered web surveys are convenient they typically have very low response rates and since email addresses are not available for general populations, they are not representative of residential groups. And, phone surveys, while appropriate for large regions, are not cost-effective for targeted or neighborhood research efforts. To maximize response rates , we will utilize innovative protocols, such as the Dillman Tailored Design Method, for delivering the mail survey to the target audience . Using this method, we have had a lot of success generating representative samples from residential audiences. We typically get response rates between 25% 41 Page and 60%. For more complicated behaviors or surveys, we propose utilizing a door-to-door survey method . An in-person survey will allow for complicated survey questions to be delivered accurately. Task B Deliverables: Summary reports for each research activity. Task B Staff: Lori Large, Jennifer Tabanico , Joey Schmitt, Sharon Danoff-Burg, Dani Ballard (Action Research), lnterEthnica, and Doug McKenzie-Mohr Task C. Strategy Identification and Development: Once data are gathered on barriers and benefits to the target behaviors, we will develop techniques for removing the identified barriers and select appropriate behavior change tools that will enhance motivation. Depending on the identified barriers, the strategies will include vivid communications, specific messaging, as well as education, and efforts to address any structural barriers that may exist . Our partner, Gigantic Idea Studio, will develop the communications pieces needed for implementation of the CBSM strategies. Our partner, lnterEthnica, will ensure relevancy and use of language is appropriate to the target audiences. Task C.1. Utilize Research Outcomes to Address Barriers and Benefits: Although it is not possible to say in advance exactly what barriers will exist for the target audiences, approaches based on CBSM principles will be created to address each barrier and emphasize benefits of water and energy reduction identified in the research. Based on our experience, these may include: • Social Norms. Through signage, posters, and other means, communicate messages about the social approval of the target behavior or the extent to which others are engaged . • Prompts. Provide reminders to target audiences to engage in the water-and energy- reduction behavior. • Commitment. Personal appeals to engage in the water-and energy-reduction behavior. Task C.2. Design outreach materials: We will design all outreach materials and messages. Specific messages and design elements will reflect the benefits that emerge from the survey research conducted with the target audiences for specific behaviors, and will be culturally relevant to the target audience. The messages may also address internal barriers such as lack of knowledge or misperceptions . We will develop content and design for all collateral, including any social media and traditional media, based on the strategy, and tailored for the each of the social media platforms and/or media outlets identified in Task B. Our creative approach includes a modern design look and feel, a clean uncluttered look with minimal text if possible, and use of locally and culturally relevant imagery when warranted. We take a visual approach with instructional information, to allow for ESL residents to gain maximum understanding. Task C.3. Produce outreach materials: We will produce all outreach materials needed for the pilot projects. Task C Deliverables: Outreach messages and materials for the defined number of pilot projects. Staff for Task C: Lori Large, Jennifer Tabanico, Joey Schmitt, Sharon Danoff-Burg (Action Research); Doug McKenzie-Mohr; and Lisa Duba, Meghan Kelly, and Nancy Roberts (Gigantic Idea Studio), lnterEthnica, as appropriate SI Page Action Research Task D. Design and Implement Pilots Using a Control Group: Following the CBSM approach, we will be careful to pilot each strategy with a small portion of the population using (whenever possible) a control group. Pilot testing allows us to determine the efficacy of specific programs and highlights areas where changes need to be made before widespread implementation. Furthermore, this approach will allow us to test several strategy elements against each other on a small scale, which is a useful way of identifying the most cost-effective way of achieving behavior change over the long term . We recognize that return- on-investment (ROI) is important. For example, if we found that a strategy which costs $1 per household to deliver resulted in a 10% energy reduction and a strategy which costs $2 per household results in a 12% energy reduction, we may choose to implement the $1 program as it could be deployed to twice as many households. These metrics will allow the City to make educated choices about delivering cost-effective and high-impact programs . Task D.1. Identify Treatment and Control Groups: We will collaborate with the City to design pilot projects. (The number of pilot projects will be determined by the City per available human and fiscal resources). For the pilots, we propose an experimental design with a minimum sample size of at least 100 in each pilot (i.e., SO participants in each treatment and SO participants in each control group). In designing the pilots, we will collaborate with the City about how to evaluate pilot outcomes, as evaluation metrics are dependent upon the selected behavior. By testing multiple strategies, we will increase the likelihood of finding a successful approach. Task D.2. Implement Treatments: We will create all implementation protocols. We will work with the City to implement the pilot programs . We will provide all protocols, tracking documents, and scripts. Task D.3. Evaluate Program Effects: After implementation of the pilot programs we will evaluate the results utilizing measures identified in Task D.l. Measures may include metering data, observations , or a variety of other indicators as appropriate . Task D Deliverables: All implementation documents and protocols, and a comprehensive summary report of the results of each pilot program with recommendations for widespread implementation . Staff for Task D: Lori Large, Jennifer Tabanico, Joey Schmitt, Sharon Danoff-Burg, Dani Ballard (Action Research), lnterEthnica, and Doug McKenzie-Mohr Task E. Ongoing Evaluation: Strategies that have been demonstrated through pilot testing to be cost- effective at changing behavior can be implemented more broadly. The strategies developed and pilot tested using the CBSM framework can be packaged into turnkey strategies or toolkits that can be applied more broadly to groups that share similar profiles of barriers and benefits to the target behavior. Task E Deliverable: We will provide recommendations for strategy adjustments and ongoing evaluation of water-and energy-reduction programs. Staff for Task E: Lori Large, Jennifer Tabanico, Joey Schmitt (Action Research) and Doug McKenzie-Mohr 6I Page Task F. Program Design and Final Plan Development: Utilizing results from the three pilot programs we will write a comprehensive multi-year program implementation plan that includes all program elements (i.e., communications and outreach materials, protocols and tracking tools) and recommendations for evaluation. This will include results from the behavior prioritization exercise and research activities as these findings may be useful for future energy-savings programs . Task F Deliverable: A comprehensive Five-Year Program Implementation Plan document and timeline . Staff for Task F: Lori Large , Jennifer Tabanico, Joey Schmitt (Action Research) Task G. Creative Development: Create development is integrated into Task C. Plan for Quality and Cost Control The President of Action Research reviews financial statements monthly to determine process and status in fulfilling the mission of the organization, attaining goals and objectives established by the board of directors , and make any necessary adjustments . In addition, we utilize tools we have created that allow us to track our financial and human resources on a semi-monthly basis. We create dynamic project plans and conduct regular meetings to hold ourselves accountable to timetables and deliverables. 71 Page Action Research G. Consultant Staff Qualifications and Experience List of Key Personnel The following list of key personnel will be dedicated to the project for the entire duration. Name Title Role Jennifer Tabanico President, Action Research Principle-In-Charge; CBSM Expertise Qualifications/Experience Ms . Tabanico has an M.A. in experimental psychology from California State University San Marcos. She has 14 years of experience working directly with government agencies to develop, implement, and evaluate community-based social marketing (CBSM) campaigns . She has completed projects with a range of public and private clients. Ms . Tabanico has authored academic and technical publications in the areas of environmental attitudes, social influence, and community-based social marketing. Her work has been published in a variety of outlets including the Journal of Environmental Psychology, Social Influence, Social Marketing Quarterly, and the Handbook on Household Hazardous Waste. Ms . Tabanico has conducted dozens of CBSM trainings, presentations, and keynotes .. She has worked with a wide range of organizations in the energy and water domains including the New York State Energy Research and Development Authority, and the Urban Sustainability Directors Network (USON). Lori Large Qualifications/Experience Director of Research Operations, Action Research Project Manager; overall project direction and oversight Ms. Large has an M.A. in sociology from California State University, Fullerton . Ms . Large has 20 years of social and policy research experience. She has extensive experience in applied soc ial science with an emphasis in survey research design and implementation. Ms. Large has directed dozens of projects, and worked with public agencies and non-government organizations in the environment and health. She has worked with a wide range of organizations including Build It Green, Cal Recycle, the California Center for Sustainable Energy, the cities of Casper , Fort Worth , Olympia, and San Diego, the Counties of King and Snohomish (WA), Alameda and San Diego (CA), Ducks Unlimited Canada, Keep America Beautiful, the American Forest Foundation (AFF), the San Diego Association of Governments (SAN DAG), and the Urban Sustainability Directors Network (USON). Sharon Danoff-Burg Qualifications/Experience Research Analyst, Action Research Lead Staff; research design, sampling, analyses, reporting, strategy development Dr. Danoff-Burg has a Ph.D. in clinical psychology from the University of Kansas . Dr. Danoff-Burg has over 20 years of psychological research experience . She has published 48 scientific journal articles and 13 scholarly book chapters. During her years as a tenured professor at the University at Albany, State University of New York, Dr. Danoff-Burg received two awards for excellence in teaching . Prior to joining Action Research, she was Program Director for the NIH -funded SDSU/UCSD Cancer Center Comprehensive Partnership and a Research Fellow for New Knowledge Organization, Ltd . In addition to being an accomplished social scientist and educator, Dr . Danoff-Burg is a skilled facilitator. She is currently working projects for the American Forest Foundation , the City of Bowie, MD, and County of Baltimore, MD, and the San Jose Department of Transportation. 8j Page Joey Schmitt Qualifications/Experience Senior Project Manager, Action Research Lead Staff; project management, research implementation, strategy development Mr. Schmitt has an M.A. in experimental psychology from California State University San Marcos. Mr. Schmitt has extensive expertise in designing field experiments and four years of experience working in a research environment. He has worked in both professional and academic positions conducting field research in the areas of environmental attitudes, community outreach , and behavior change . He has conducted extensive field research on energy and water conservation in the residential setting. He is currently working on projects for San Diego County Public Works (Watershed Protection Program), the City of Sunnyvale, and Sandia National Laboratories . Kaitlin Phelps Qualifications/Experience Senior Project Manager, Action Research Lead Staff; project management, research implementation, strategy development Ms. Phelps has an M.S. in natural resources and environment, from the School of Natural Resources and Environment, at the University of Michigan . As a behavioral scientist, Ms . Phelps has focused on improving the environment and creating sustainable communities through effective programming that fosters voluntary behavior change . Her areas of expertise include strategies to change behavior, program evaluation, and social science research. She has applied this expertise across a multitude of environmental and sustainability topics, including recycling, composting, watershed stewardship, and urban agriculture. Dani Ballard Qualifications/Experience Research Associate Action Research Lead Staff; data collection and management, quality control Ms. Ballard has over fourteen years of work experience in a research environment. She is an expert in the implementation of telephone and in-person surveys, and behavioral observation protocols . She is especially talented at creating tracking systems and managing databases. Ms . Ballard has demonstrated abilities to adhere to strict methodological protocols and a superior knowledge of computer-based applications . She is currently working on projects the County of San Diego, the American Forest Foundation, the City of Bowie, MD, and County of Baltimore, MD, and the San Jose Department of Transportation . Consultant, Consultant services at each milestone McKenzie-Mohr and Associates in the CBSM process. Doug McKenzie-Mohr Qualifications/Experience Dr. McKenzie-Mohr has a Ph .D. in psychology from the University of Waterloo. For over two decades Dr. McKenzie-Mohr has been working to incorporate scientific knowledge on behavior change into the design and delivery of community programs. He is the founder of community-based social marketing and the author of three books on the topic. One of these books, "Fostering Sustainable Behavior: An Introduction to Community-Based Social Marketing," has been recommended by Time Magazine and become requisite reading for those who deliver programs to promote sustainable behavior. Dr. McKenzie-Mohr has also co-authored the book Social Marketing to Protect the 9I Page Action Research Environment: What Works (2011). Dr. McKenzie -Mohr and Action Research regularly work together to deliver thoughtful, high -quality research and marketing programs to clients . Lisa Duba Principal, Gigantic Idea Studio Direct creative development tasks. Qualifications/Experience Ms. Duba has a B.F.A. in graphic design and photography from the University of Illinois at Urbana- Champaign. As co-founder of Gigantic Idea Studio, her background in design, photography and writing has shaped Gigantic's unique approach to environmental outreach. As a firm believer that public education campaigns by government agencies should not be boring or staid, she has helped her clients create memorable multi-touch outreach campaigns, fostered collaborative rebranding efforts, designed interactive walk-through exhibits, and written video scripts , all to support environmentally beneficial programs. Meghan Kelly Qualifications/Experience Marketing/Creative Associate, Gigantic Idea Studio Assist with strategy and creative design tasks. Ms . Kelly has an M.S . in natural resources and environment, from the School of Natural Resources and Environment, at the University of Michigan. Ms . Kelly specializes in research design and strategy, and has worked with such organizations as the Alameda Countywide Clean Water Program, Carpet America Recovery Effort, the Chesapeake Bay Trust, the City of Salinas, and Keep America Beautiful. Meghan-has also given workshops and-presentations on behavior G-hange-and social mal"keting-for-the California Association for Environmental & Outdoor Education, the North American Association for Environmental Education, River Network, and Zero Waste Youth USA. Nancy Roberts Qualifications/Experience Associate, Marketing and Social Media, Gigantic Idea Studio Strategic recommendations on social media and other distribution channels, and evaluation metrics. Ms . Roberts has an M.B.A. in sustainable enterprise from Dominican University of California . Ms. Roberts has over 20 years of experience in marketing and public relations, communications and project management for mission-driven organizations. She teaches, consults and presents on sustainable communication and marketing strategies. She focuses on integrating social media and digital metrics into organizations ' outreach plans . Her social media clients include Dominican University of California, She's Geeky, The Natural Step and the San Francisco Opera. Ms. Roberts has written countless blog posts focusing on progressive causes and is a GRI Certified Sustainability Reporter. lOI Page Organizational Chart Organization and Staffing Chart The Action Research organizational structure is presented in the graphic below. Lori Large will be the main point of contact for the City representative on this project. Doug McKenzie-Mohr Action Research Scientific Advisor Joey Schmitt Action Research Project Manager City Of Cupertino Lori Large Action Research Research Operations Jennifer Tabanico Action Research President Lisa Duba Gigantic Idea Studio Creative Director Kaitlin Phelps Action Research Project Manager 1 Dani Ballard Action Research Data Management Meghan Kelly Gigantic Idea Studio Associate Nancy Roberts Gigantic Idea Studio Marketing and Social Media lnterEthnica Multicultural Translations lll Page Action Research H. Sub-consultants McKenzie-Mohr & Associates We will be utilizing Doug McKenzie-Mohr of McKenzie -Mohr & Associates as a subcontractor. He is in Victoria , BC, Canada . Doug McKenzie-Mohr is the founder of CBSM and author of Fostering Sustainable Behavior: An Introduction to Community-Based Social Marketing. Dr . McKenzie-Mohr works to incorporate scientific knowledge on behavior change into the design and delivery of community programs. He has served as an advisor on numerous programs including several government based initiatives developing and evaluating CBSM projects. Dr. McKenzie-Mohr will provide exclusive insights on theoretical foundation for the CBSM projects developed under this contract. He will ensure that best practices are implemented. Dr. McKenzie-Mohr has committed to the contract terms and his resume is included in section two. Action Research and Dr. McKenzie-Mohr have experience working together. Currently, we are working together with the National Fish and Wildlife Foundation to expand the use of CBSM across a wide range of issues, including protecting shorebird species from human disturbances . Gigantic Idea Studio We will be utilizing the creative expertise of Gigantic Idea Studio . They are a marketing agency in Oakland, CA. Gigantic Idea Studio is a firm with extensive experience in the promotion of recycling, waste reduction, water pollution-and litter-prevention programs, and has worked with-both residential and 13usiness audiences. The company combines proven behavior-change strategies with engaging creative concepts to maximize results . Their clients include the Clean Water Program Alameda County, StopWaste, City of Oakland, City of Palo Alto, City of Livermore , San Mateo County Used Oil Recycling Program , Alameda County Resource Conservation District, and the Carpet America Recovery Effort. Action Research is partnering with Gigantic Idea Studio to support the creative develop tasks . We have partnered with Gigantic Idea Studio on previous research efforts for the City of Palo Alto and the Clean Water Program (Alameda County), and are currently working together on the City of Sunnyvale (Environmental Services Department) Behavior-Change Strategies project . lnterEthnica We will be utilizing the multicultural marketing experience of lnterEthnica. They are a multicultural marketing, translation , and public engagement firm in San Francisco, CA. For more than 10 years, lnterEthnica has created multicultural marketing and public engagement campaigns designed to reach diverse populations throughout California . We excel in designing and implementing projects in over 50 languages , including English, Arabic , Spanish , Chinese, Vietnamese, Korean, Tagalog, Farsi, and Russian, and we are especially effect ive in reaching low income and Limited English Proficient (LEP) audiences . lnterEthnica has developed a unique Total Market Approach to help government agencies effectively reach , clearly inform , actively engage, and encourage diverse communities to take action . Our approach combines solid cultural research, grassroots and grasstops techniques, cultural adaptation, strong copywriting, and creative design. We are leaders in ethnic media relations, capitalizing on our full- service strength in ethnic media planning, buying, and public relations . This hybrid solution results in an integrated marketing plan . 12 I Page I: Similar Projects and References While we are based in San Diego County, we have experience working with a range of government, non- governmental, for-and non -profit organizations across the world . The two projects highlighted here highlight our CBSM expertise and ability to work with a number of stakeholders within a municipality. #1-San Diego County Department of Public Works, Watershed Protection Address: 5510 Overland Avenue , San Diego , CA 92101 Contact Person: Nicholas Del Valle Title: Environmental Scientist E-mail Address: Nicholas .delvalle@sdcounty.ca .gov Phone Number: (858) 692-7806 Summary: Action Research is contracted with the County of San Diego to utilize community -based social marketing to conduct research, design , implement, and evaluate various programs aimed at preventing stormwater pollution across a variety of behaviors and audiences. We have employed a variety of research methods that include behavioral observations , intercept and in-person interviews with residents, as well as in -person interviews with business owners. Here is a list of projects we have completed in the past five years: Commercial Projects • Commercial and Industrial Outreach Mate r ials and Structural BMPs-research to inform the revision of existing outreach materials and methods . • Commercial, Industrial, Municipal, Residential Watershed Protection Handbook-revision of the existing handbook to improve understanding by users . Evaluation Projects • Watershed Tests and Splash Lab -evaluation of ongoing watershed education programs for K-12 throughout the unincorporated areas of San Diego County. Pet Waste Projects • Large-Property Dog Owners -research, design , implementation, and evaluation of the Pao Points program. • General Public (Unincorporated Areas) -delivery of outreach materials to pet retailers and veterinarians. • Dog Waste Intervention in High-Priority Public Space -research , design, implementation and evaluation. • Manure Management Workshops to Horse Owners -research, design , and evaluation . Residential Projects • Over-Irrigation -research, design , implementation, and evaluation to reduce landscape water runoff. • Residential Door Hanger Pilot-tests of existing door hangers to increase clarity of the requested actions and perceived trustworthiness of the source of the request. • Lakeside Erosion -research to gauge resident understanding about local erosion issues and BMPs. Fee and Contract Term: up to $197,000 annually, June 2011 to May 2017 , services have been provided within budget and on time. Relevance: We used the community-based social marketing approach in the residential and commercial sectors across a wide array of behaviors . Bl Page Action Research #2 -City of Sunnyvale, Environmental Services Department Address: P.O. Box 3707, Sunnyvale, CA 94088-3707 Contact Person: Karen Gissibl Phone Number: (408) 730 -7277 Title: Senior Program Manager E-mail address: kgissibl@sunnyvale.ca.gov Summary: Action Research trained the City of Sunnyvale Environmental Services Department (ESD) on the community-based social marketing process. After initial discussions, the City decided to focus on two distinct areas within the ESD ; therefore, two groups were trained concurrently, the energy group and the organics group. While the overarching goal for the city is reduction of greenhouse gas emissions, each group had different means to achieve that goal. The energy group aimed to reduce electricity and gas consumption among residents, and the organics group aimed to increase organics recycling in commercial restaurants . The energy group project is summarized here . The energy group project followed all five steps of the community-based social marketing process. We started by identifying the target audience and developing a preliminary behavior list. The list was refined through a review of the literature, interviews with energy experts, and a web survey to residents of Sunnyvale. Our research resulted in 38 non -divisible end -state behaviors. Utilizing the behavior prioritization equation, we created weights for each behavior and ranked them . We selected five of the top weighted behaviors to gather barrier and benefit research on . To obtain barrier and benefit data we conducted anothe r literature review, as well as intercept interviews with resident s. --- Based on the barrier and benefit resea rch findings, we narrowed down our list of five behaviors to two, reduce temperatures on water heaters and wash clothes in cold wate r. We then developed strategies to reduce barriers and highlight benefits of the behaviors. Our strategies included an informational flyer, prompts, and commitments . We pilot tested the strategies using two delivery methods, in-person (489 households) and mail (537 households), against a control condition (844 households) that received no materials. An evaluation survey revealed that both delivery methods were successful compared to the control group . When asked what temperature was used to wash clothes, 60% of control households responded all or mostly cold compared to 81% for the mail condition and 90% for the in-person condition. For adjusting the temperature on water heaters to 120°, 5% reported doing so in the control condition compared to 29% for the mail condition and 35% for the in-person condition. Fee and Contract Term: $199 ,945 from December 2015 to present. Relevance: We are using the community-based social marketing approach across a wide array of behaviors with the objective to reduce greenhouse gas emissions. 14 I Page References References are provided in chronological order, starting with the most recent. City of San Jose, Department of Transportation (sub to CirclePoint) June 2016 -present Address: 200 East Santa Clara Street, 8th Floor, San Jose, CA 95113-1905 Director: Contact: Phone: Laura Stuchinsky Laura Stuchinsky, Associate Transportation Specialist (408) 975-3226 Email: laura.stuchinsky@sanjoseca.gov Services: Research, program design, implementation, and evaluation of CBSM pilots to reduce drive-alone car trips Sunnyvale (City of) October 2015 -present Address: P.O. Box 3707, Sunnyvale, CA 94088-3707 Director: Contact: Phone: Email: Karen Gissibl, Environmental Programs Manager Karen Gissibl , Environmental Programs Manager (408) 730-7277 kgissibl@sunnyvale.ca.gov Services: CBSM training and guidance, research, program design, implementation, and evaluation of CBSM food-waste and energy reduction pilots San Diego (County of) June 2012 -present Address: 5510 Overland Avenue, San Diego, CA 92101 Director: Contact: Phone: Email: Nicholas Del Valle, Environmental Scientist Nicholas Del Valle, Environmental Scientist (858) 692 -7806 nicholas.delvalle@sdcounty .ca .gov Services: Research , program design, implementation, and evaluation of storm water pollution prevention behaviors StopWaste (County of Alameda) April 2015 -November 2016 Address: 1537 Webster St., Oakland, CA 94612 Director: Contact: Phone: Email: Services: Wendi Sommers Judi Ettlinger, Senior Program Manager (510) 891-6506 jettlinger@stopwaste.org Research, program design, implementation, and evaluation of CBSM pilots to reduce disposal of organics in the trash bin J: Disclosures Action Research is not currently under any lawsuits or pending litigation . Neither Action Research nor any of its officers are presently the target or subject of any investigation, accusation or charges by any federal, State or local law enforcement, licensing or certification body. 15 I Page Action Research Appendix A: Biographies Action Research Jennifer Tabanico, President Qualifications Ms. Tabanico has 14 years of experience working directly with government agencies to develop, implement, and evaluate community-based social marketing (CBSM) campaigns. She has managed projects and maintained positive communications with a range of public and private clients including American Forest Foundation, Build it Green, the Oregon Coast Aquarium, I Love a Clean San Diego, the Cities of Oceanside and San Diego, San Diego County, the New York State Energy Research Development Authority (NYSERDA), and the Urban Sustainability Directors Network (USDN). Ms. Tabanico has authored academic and technical publications in the areas of environmental attitudes, social influence, and community-based social marketing. Her work has been published in a variety of outlets including the Journal of Environmental Psychology, Social Influence, Social Marketing Quarterly, and the Handbook on Household Hazardous Waste. Jennifer has conducted dozens of CBSM trainings and presentations. EDUCATION • M.A. in Experimental Psychology, California State University San Marcos • B.A. in Psychology, Minor in Criminology, California State University San Marcos SELECTED COMMUNITY-BASED SOCIAL MARKETING EXPERIENCE • National Fish and Wildlife Foundation: CBSM to address conservation issues across a wide range of audiences. • City of Sunnyvale, CA: CBSM to increase commercial organics recycling and reduce residential energy use. • Hawaii Energy: CBSM to reduce residential energy consumption. • County of San Diego Watershed Protection Program: CBSM across a variety of audiences and behaviors: (1) pet waste studies , (2) over-irrigation , and (3) youth litter behavior studies. • City of San Diego, Think Blue: Storm water pollution prevention programs . • Sandia National Laboratories: CBSM to reduce work place energy consumption. • City of Oceanside, CA: CBSM to reduce residential water runoff. • New York State Energy Research and Development Authority (NYSERDA): CBSM focused on energy conservation . 16 I Page Lori Large, Director of Research Qualifications Ms. Large has 20 years of social and policy research experience . She has extensive experience in the area of applied social science with an emphasis in survey research design and implementation . Ms. Large has directed dozens of projects, and worked with public agencies and non-government organizations in the area of the environment and health. She has worked with Build It Green, Cal Recycle, the California Center for Sustainable Energy, the cities of Casper, Fort Worth, Olympia, and San Diego, the Counties of King and Snohomish (WA), Alameda and San Diego (CA), Ducks Unlimited Canada, Keep America Beautiful, the American Forest Foundation (AFF), the San Diego Association of Governments (SAN DAG), and the Urban Sustainability Directors Network (USDN). EDUCATION • M.A. in Sociology, California State University, Fullerton • B.A. in Sociology, California State University, Fullerton SELECTED COMMUNITY-BASED SOCIAL MARKETING EXPERIENCE Ms. Large is responsible for directing research design and implementation, as well as data analysis and reporting for a variety orbehavior-change projects. • City of Sunnyvale, CA: CBSM to increase commercial organics recycling and reduce residential energy use. • StopWaste (County of Alameda, CA): CBSM to improve residential organic recycling rates . • City of Fort Worth, TX: CBSM to improve residential recycling rates . • Waste Management, King and Snohomish Counties, WA (subcontract to C+C): Market research in the WUTC Areas of King and Snohomish Counties to increase residential recycling rates . • Sandia National Laboratories: CBSM to reduce work place energy consumption . • City of Oceanside, CA: CBSM to reduce residential water runoff. • Hawaii Energy : CBSM to reduce energy consumption . • Center for Sustainable Energy: CBSM to encourage retired military personnel to engage in energy- efficiency home improvements. 17j Page Action Research Burg is a skilled facilitator. EDUCATION Sharon Danoff-Burg, Market Research Analyst Qualifications Dr . Danoff-Burg has over 20 years of psychological research experience . She has published 48 scientific journal articles and 13 scholarly book chapters . During her years as a tenured professor at the University at Albany, State University of New York, Dr. Danoff- Burg received two awards for excellence in teaching. Prior to joining Action Research , she was Program Director for the NIH-funded SDSU/UCSD Cancer Center Comprehensive Partnership and a Research Fellow for New Knowledge Organization, Ltd . In addition to being an accomplished social scientist and educator, Dr. Danoff- • Ph.D. in Clinical Psychology (specialization in Health Psychology), University of Kansas • M.A. in Clinical Psychology (specialization i n Health Psychology), University of Kansas • B.A. in Anthropology and Psychology, University of Michigan, Ann Arbor SELECTED COMMUNITY-BASED SOCIAL MARKETING EXPERIENCE • City of Sunnyvale, CA: CBSM to increase commercial organics recycling and reduce residential energy use. • Baltimore County, MD: Environmental education and outreach focused on reducing litter and pet waste pollution in target watersheds. • City of Bowie, MD: Social marketing to foster tree planting and tree maintenance behaviors. • City of San Jose, CA Transportation: CBSM to encourage residents to use active and sustainable modes of travel. • City of San Jose, CA Water Board: Evaluation of the implementation of high -accuracy water meters for residential customers . • San Diego County Stormwater Division: CBSM to reduce over-irrigation . • Hawaii Energy: CBSM to reduce residential energy consumption . • San Diego Metropolitan Transit System: Surveying of mobile phone users in the transit population to identify barriers to using a smart phone and an MTS fare app. 18 I Page Joey Schmitt, Project Manager Qualifications Mr. Schmitt has extensive expertise in designing field experiments and four years of experience working in a research environment. He has worked in both professional and academic positions where he has conducted field research in the areas of environmental attitudes, community outreach, and behavior change. He has conducted extensive field research on energy and water conservation in the residential setting. He is currently working on projects for San Diego County Public Works (Watershed Protection Program), the City of Sunnyvale, and Sandia National Laboratories . EDUCATION • M.A. in Experimental Psychology, California State University, San Marcos • B.A. in Psychology, Illinois Wesleyan SELECTED COMMUNITY-BASED SOCIAL MARKETING EXPERIENCE • StopWaste (County of Alameda, CA): CBSM to improve residential organic recycling rates. • Sandia National Laboratories: CBSM to reduce work place energy consumption. • City of Oceanside, CA: CBSM to reduce residential water runoff. --- • Hawaii Energy : CBSM to reduce energy consumption. • County of San Diego Stormwater Division: CBSM across a variety of audiences and behaviors : (1) pet waste studies, (2) over-irrigation, and (3) youth litter behavior studies. • City of Sunnyvale, Environmental Services Department: CBSM to reduce residential energy and gas consumption. • Keep America Beautiful: CBSM to increase workplace recycling. 19 I Page Action Research stewardship, and urban agriculture. EDUCATION Kaitlin Phelps, Senior Project Manager Qualifications As a behavioral scientist, Ms . Phelps has focused on improving the environment and creating sustainable communities through effective programming that fosters voluntary behavior change. Her areas of expertise include strategies to change behavior, program evaluation, and social science research. She has applied this expertise across a multitude of environmental and sustainability topics, including recycling, composting, watershed • M .A. in Natural Resources & Environment: Behavior, Education , & Communication, University of Michigan • B.A. in Environmental Science , Social Sciences, Washington University in St Louis: SELECTED COMMUNITY-BASED SOCIAL MARKETING EXPERIENCE • New York State Energy Research and Development Authority (NYSERDA): CBSM focused on energy conservation. • StopWaste (County of Alameda, CA): CBSM to improve residential organic recycling rates . • Sandia National Laboratories : CBSM to reduce work place energy consumption . • City of Sunnyvale, Environmental Services Department: CBSM to reduce residential energy and gas consumption . • Keep America Beautiful: CBSM to increase workplace recycling. • Baltimore County, MD: Environmental education and outreach focused on reducing litter and pet waste pollution in target watersheds . • City of Bowie, MD: Social marketing to foster tree planting and tree maintenance behaviors. 20 I Page EDUCATION Dani Ballard, Senior Research Assistant Qualifications Ms . Ballard has over fourteen years of work experience in a research environment. She is an expert in the implementation of telephone and in-person surveys , and behavioral observation protocols. She is especially talented at creating tracking systems and managing databases . Ms. Ballard has demonstrated abilities to adhere to strict methodological protocols and a superior knowledge of computer- based applications. • A.A. in Computer Science, Parks College , CO SELECTED COMMUNITY-BASED SOCIAL MARKETING EXPERIENCE • City of Sunnyvale, CA: CBSM to increase commercial organics recycling and reduce residential energy use . • StopWaste (County of Alameda, CA): CBSM to increase residential organics recycling rates. • City of Palo Alto, CA: CBSM to increase residential organics recycling rates. • City of Fort Worth, TX: CBSM to improve residential recycling rates. • Waste Management, King and Snohomish Counties, WA (subcontract to C+C): Market research in the WUTC Areas of King and Snohomish Counties to increase residential recycling rates . • Center for Sustainable Energy: CBSM to increase residential energy efficiency in San Diego County. • City of San Diego, Think Blue: Storm water pollution prevention programs. • County of San Diego Regional Storm Water Division: CBSM across a variety of audiences and behaviors: (1) pet waste studies , (2) over-irrigation , and (3) youth litter behavior studies . 21 I Page Action Research McKenzie-Mohr and Associates Doug McKenzie-Mohr, Scientific Advisor Qualifications For over two decades Dr. McKenzie-Mohr has been working to incorporate scientific knowledge on behavior change into the design and delivery of community programs. He is the founder of community-based social marketing and the author of three books on the topic. One of these books, "Fostering Sustainable Behavior: An Introduction to Community-Based Social Marketing," has been recommended by Time Magazine and become requisite reading for those who deliver programs to promote sustainable behavior. Dr. McKenzie-Mohr has also co-authored the book Social Marketing to Protect the Environment: What Works (2011). He has worked internationally with a diverse array of agencies, assisting them in identifying the barriers to behavior change and in developing and evaluating community-based social marketing initiatives to overcome these barriers . He has served as an advisor for Canada's public education efforts on climate change, as the coordinator of the international organization, "Holis: The Society for a Sustainable Future," and as a member of Canada's National Round Table on the Environment and the Economy. His work has been featured in the New York Times and he has been awarded the Canadian Psychological Association's "Psychologists for Social Responsibility Research and Social Action Award," and the "Society for the Psychological Study of Social Issues Public Advocacy Fellowship ." He is a former Professor of Psychology at St. Thomas University where he co-coordinated the Environment and Society program. EDUCATION • Ph.D. University of Waterloo • M.A. Un ive rs ity of Waterloo • B.A. Honours, University of Manitoba (First Class Honours) SELECTED COMMUNITY-BASED SOCIAL MARKETING EXPERIENCE • Hawaii Energy, Commercial Energy Conservation CBSM Pilot • Efficiency Nova Scotia, Residential Energy Conservation CBSM Pilot • Audubon, North Carolina shoreline nesting CBSM strategies • Ontario Ministry of Natural Resources, Species at Risk Program • Agriculture and Agri-food Canada, Reducing farm watershed impacts • Monterey Bay Aquarium, Advisor Seafood Watch Program • Southwest Florida Water Management District, CBSM watershed protection strategies • County of San Diego, CBSM Watershed Protection training 22 I Page Gigantic Idea Studio Lisa Duba, Principal Qualifications Lisa co -founded Gigantic Idea Studio in 2002 with the vision to create an agency that delivers outstanding creative services grounded in proven behavior change and marketing strategy. Her background in design , photography and writing has shaped Gigantic's unique approach to environmental outreach . As a firm believer that public education campaigns by government agencies should not be boring or staid , she has helped he r clients create memorable multi-touch outreach campaigns, fostered collaborative rebranding efforts, designed interactive walk-through exhibits, and written video scripts, all to support environmentally beneficial programs . Lisa has also worked with private companies to create marketing materials for recycled products . EDUCATION • B.F.A., Graphic Design and Photography, University of Illinois at Urbana-Champaign • Advanced Training in Community-Based Social Marketing, 2015 SELECTED PROJECT EXPERIENCE • Clean Water Program Alameda County: Program Branding . Facilitated and directed the creation of a brand for the Clean Water Program , a group comprising 17 member agencies in Alameda County , using survey data, intercept interviews and focus group testing. The brand has served as foundation for the creation of program collate ral, advertising campaigns, social media , exhibits, and promotional items on stormwater pollution prevention topics . • City of Oakland: Brand Development. Developed a new brand for Oakland Recycles that uses real local residents , their testimonials and photos taken in recognizable Oakland locations. Included a city staff stakeholder engagement workshop to develop the creative strategy. Directed a brand launch campaign to notify customers of a change in service contracts , including video, on line and transit advertising, new program brochures , labels and e-blasts. • City of Livermore: Research and Outreach. Development of a focused campaign (pizza box composting) based on survey data and lid-flipping results . Campaign included a video , movie theater advertising, pizza box labels, a giveaway/raffle and photo contest. Results show small improvements in correct behavior and improvement in message recall/knowledge . 23 I Page Action Research Meghan Kelly, Marketing/Creative Associate Qualifications Meghan is Founder and Principal of Green Motivate, an organization that assists public, non-profit, and for-profit organizations in designing, implementing, and evaluating outreach programs with a goal of environmentally responsible behavior change. Meghan specializes in research design and strategy, and has worked with such organizations as the Alameda Countywide Clean Water Program, Carpet America Recovery Effort, the Chesapeake Bay Trust, the City of Salinas, and Keep America Beautiful. Meghan has also given workshops and presentations on behavior change and social marketing for the California Association for Environmental & Outdoor Education, the North American Association for Environmental Education , River Network, and Zero Waste Youth USA. EDUCATION • M.S ., Natural Resources and Environment (Behavior, Education, and Communication), School of Natural Resources and Environment, University of Michigan • B.S., Animal Science, Minors in Biology and Wildlife Conservation, University of Delaware SELECTED PROJECT EXPERIENCE • City of Salinas: Litter in the Parks. Developing a community-based social marketing pilot program for the City of Salinas, California focused on reducing littering in city parks . Designed observational research protocol and tools, conducted and analyzed observational research, and developed an intercept survey instrument. Currently designing a pilot intervention plan and research protocol for evaluation of the campaign. • Carpet America Recovery Effort (CARE): California Carpet Stewardship Program Assessment. Assessed the status of Carpet America Recovery Effort's carpet recycling program in California. Conducted secondary research, developed and conducted stakeholder interviews, and analyzed research findings and results. • Chesapeake Bay Trust: Watershed Outreach Professionals' Behavior Change Practices, Challenges and Needs. Researched and analyzed watershed professionals' outreach programs to inform the development of an environmental behavior change grant program. Produced two tools, a guide to behavior change strategies and a rapid assessment tool , to assist with developing and assessing effective behavior change programs. 24 I Page Nancy Roberts, Associate, Marketing and Social Media Qualifications Nancy has over 20 years of experience in marketing and public relations, communications and project management for mission -driven organizations. She teaches, consults and presents on sustainable communication and marketing strategies. She joined Gigantic in 2011 and focuses integrating social media and digital metrics into organizations ' outreach plans. Her social media clients include Dominican University of California, She 's Geeky, The Natural Step and the San Francisco Opera . Nancy has written countless blog posts focusing on progressive causes and is a GRI Certified Sustainability Reporter. EDUCATION • M.B.A. in Sustainable Enterprise from Dominican University of California • M.A. in French Literature, from George Washington University • B.A. in History (with Honors, Phi Beta Kappa) from George Washington University SELECTED PROJECT EXPERIENCE • City of Oakland: Residential Recycling Campaign Strategy, Content and Social Media . Developed on line media plan, led the development of email marketing for Oakland Recycles; Guided necessary changes to web pages and web analytics to improve evaluation of web visits; Developed social media guidelines for posting on city and partner organization social media channels. • Carpet America Recovery Effort (CARE): California Carpet Stewardship Program Assessment Marketing Strategy. Assessed the status of Carpet America Recovery Effort's carpet recycling program in California; Directed the development of and conducted stakeholder interviews; Analyzed research findings and results ; Recommended strategies for improving communications with CARE's key stakeholders; Assisted with conference presentations and annual report; Designed webinars and stakeholder workshops with carpet retailers, Cal Recycle, recycling processors and manufacturers. 25 I Page Action Research Appendix B: Promotional Materials City of Sunnyvale, Environmental Services Department This is a program fly e r used for a residential audience to encourage use of cold water washing practices and setting the water heater to 120°. Su nnyvale, Join Your Neighbors & Avoid Wasting Energy In Yo ur Home If your water heater dial ha s other markings, set it as follows : Set your water heater to 120°F At 120°F, water is still hot enough for household uses like bathing or cooking.1 Water heating is usua lly a home's second largest expense-you ca n sa ve up to $60' ea c h year.' If your wat er hea t er dial does not have temperatures marked, here's how to adjust it correctly: Measure the t empera t ure o f your wa t er on your tap's hottest setting . If it is higher than 120 °F, lower the dia l and t es t again in a few hours:- Once you reach 120 °F, mark t he dial pos ition w ith a ma rker. 51 % of Sunnyvale Residents Have Already 0 Set Their Water Heater to 120°F4 Wash clothes in cold water 90% of the energy used to wash a load of laundry goes to heating the water.1 According to most cl o th ing makers , cold water cleans all laund r y (even w h i t es and bedding). By washing in co ld water, each household can : Save $249 a year'. and; • Avo id the release of CO, emissions eq uivalent t o 82 gal lons of gasoline .3 6 3 % of Sunnyvale Residents Regularly 0 Wash Their Clothes In Cold Water• 408.730.7717 I gree n @sunnyv ale.ca .gov I w w w.energ i ze.in sunnyvale.com 26 I Page 'Assuming default setting of 140°F ; 1 U .S. Dept. of Energy,~ Ur ban Susta1nab1l1 ty Directors Network, l S1erra Cl ub, U.S. Envi ronmental Protection Agency; "Su,,nyvale res ident survey -, ENERGIZE SUNNYVALE •1·in( rlll'1f! «.t}W City of Sunnyvale (continued} These are the prompts that accompanied the cold-wate r wa sh and hot water heater flyer. The outreach was conducted by mail and doo r-to-door. ~ ) EN.ERGIZE- SUNNYVALE .~ ... 120° J 0 0 N ... 0 .. ... G) .. ,a G) .c ... G) .. ; ENERGIZE S,J' NYVAc£ --~,.,,._ip, 27 I Page Action Research County of San Diego, Irrigation Flyers and hang tags to encou rage chec king broken and misaligned sp r inkle rs. The behavior was associated with mowing the lawn . The outreach was conducted in a neighborhood where residents now their own lawns . Flyer I You Might Not Know. Check While You Mow. Look For Broken And Mlullo-1 Sprlnklera ~rve Save ·r· Have A Healthy Water Money Green Lawn EYeryou Wants A Healthy LaWD. A recent su,vey of San Diego County 1-'<lenta tl'low~ !hat most people care et>oUt sa"1n& money, conserving water, and compl)'tn& with county laws rcprdlng ntet runoff , BrOKen and mi.&H&ned sp,lnklars cen pr...-.nt fflktenlt from echle-Jint~ goalt, To http YoU ,emember, It i. 1 ,&oo<110u 1.0 choek for 0tok0n and mlUl!g~ sprlnklets ~ turnln& on )'DU' sprinklcn aftef )'DU mow. Healthy Lawn a.di .................... ........,.....,,__ . ................... c,da ......... .. ...,. .......... . ·------....................... .................... La.II ............ ,.. ___ ., ................... c,aa.,.., ........ ,,_ ---c... .......... ,. flxln& SOOnk!.,1111rilt 91'\fUre Uwtt watM maanl .-' ~ ~, lawn CSO.n't &et wasted or end up __ ~"' • Stonmntlr Hatline In your ,:uU•r. The water In your tu«.r <lrt!rui stral&ht Into etot'-1, ~-and Ule ocetn. ~ carry1n& poOl.rtanta It piCq; up alOn& the way. C.tu!01 lf)OU ,-.~Olwo.'d liM addiUonal i'lfonnl6on. cal UWOOl.lnty stormwatet hOUIM at 1-88Ml48-0IOO or Mnllll uaat~nty.ca.p. lloportAawra-w- ro r191)1t a stotrnw1U1 'lk,q,lion, can the County Stormqte, l'ICICflne at t-88&84&0800 01 llO onh to _...P,oflCI.QMnWat«.«&9ncl did! ·~po,t F'o'IUUon· on tN ltft-Nncl ~ Hang tag to be placed on lawnmowe r (front and back) -delivered door-to-door to residents. You Might Not Know. Check While You Mow. Look For Broken And Mlsallgned Sprinklers 28 I Page Stormwater Hotline 1-888-846-0800 For more information or to report a violation ca ll or go onllne to www.RethlnkWaterUse.org Tips For A Healthy Lawn Check for broken and mlaallped sprinklers atter you mow. Water your lawn in short cycles to allow water to absorb into the soil. Water early In the mornlne or late In the evenin& when temperatures are cooler. ' Learn how much water your lawn actually needs by observing an entire watering cycle or by consulting a free online waterln& calculator. County of San Diego, Irrigation Reminders to water on correct days depending on even or odd house number. A recent survey tound that most San Diego County resi den t s are doing t he right thing by watering their yards for less than 10 minutes. Excess water that runs otf of yards and into the st reets, gutters, an d storm drains in San Diego Count y Is not treate d and carries pollutants direc t ly t o our local creeks, rivers, and t he ocean . We're here to help! The Count y of Sa n Diego Wa tershed Protection Progra m supports residents in preventing po ll ution. To he lp you protect our water quality, here a re the wa tering guidelines for the Vis t a Irriga t ion Dis t rict . water: be t ween s pm& 8am 10 minute s or less per zone even addresses sat + wed • • • >--To verify current w at e ring d ays and t im es-, - - •.,'·.: -··... call Vista Irri gation Distri ct at 760-597-3120. ··· ·1· ··· C ontact us for more information 1·888-846-0800 email : watersheds@'sdcount y.ca.gov www.sdcounty.ca.gov/dpw/watershed s.html A recen t survey found t hat most San Diego Cou nty re sident s are doing the right t hing by wa t er ing their yards for less than 10 minutes. Excess wa t er tha t r uns off of yards and into the streets, gutters, and storm d rains in San Diego County Is not treated and carries poll utants d irect ly to our local c reeks, rivers, and the ocean. We're here to help! The County of San Diego Wa tershe d Protectio n Pro gram suppQrts residents in preventing pollution. To help you protect our water quality, here are the watering guidelines for the Vista Irrigation District. water: b et ween 8 pm&Bam 10 min utes or less per zone odd addresses sun + th u • • • H o Virrlfyc:urre-nrwaterlngdaysarnn1mes;- •.,'·.: .-·... call Vista Irrig at ion Dis t rict at 760-597-3120. ·· · ·f · · ·· Contact us for more information 1·888-846-0800 email: watersheds@s dcounty.ca.gov www.sdcounty.ca .gov/dpw/watersheds.html ThanJ.: you for doing your µMt to prot1..·ct our w.1fc,v.rt1y:.' 29 I Page Action Research County of San Diego, Residential Inspections Left, County of San Diego (BEFORE) and , right, (AFTER) door hangers for inspectors to leave with residents. Help Protect Our Water!! County of San Diego staff noticed the following pollutant(s) spilled or dumped Into a storm drai n or watercourse in your neighborhood: How can you help? D Wash Water -Drtm, washing machin water to th, _, w r or septic aystem Q Litter -Place tr h contain rs out only on c aon day nd p conta,oers covmed 0 Pet Wasta -f>icJ< up I wa a and ,t ,nro tho trash Vard Waste -Recycle yard w:i t by compo ng t away l rom ar lleh!cl..autGa.-F'CY ~ oo aoo repair leaks Solvents I Degreasers -U less-toxic all matrves and shop r g Pesticides I Fenlllzers -Use 1h m sparing and avOld me ·\'<di , ng D Dirt/ Gravel -Cover or benn oct<p l&S Home Repair Waste -Cl n la ex p t bru he ,n a bucket; sweep up con tructJon do prompUy Others: Thank you for doing your part to keep our water clean! For more rnrormahon or o report an tit al d,schar , call th Stormwater Helf ne· at: 1 csss) 846-osoo _.. -Or visit our ebs, www .sdcou nty ,c::a .qov/dpw /watersheg s @\ Recycf,ng, Compo ting, ~. nd Hou&ehold To Hotnne 1 (877) R-1 Earth or 1(877) 713-2784 This is not a citation! 30 I Page Let's All Do Our Part! A recent s.urvey m1Jn.d that sa n Dle90 county ,e,s,ldents care about tceepJng our wate ,rways cie,an. In fact, 8S%ofthose surYeyed sa id thcey wou ld talk to friends, tamlly, an.d others aoou.t pollu.tlli,g beh.rv'ior. To help you do JIOIJr port, COOMy or sa Olugo 'Mt<imw:,<1 Protel;tion Ptogtam · e<1 y001 ~tnood top,_ l»J'SOMllad tlps f01 ~ wate, ruoo rr l'tom ya!dS, ~ and ga · dims-a MajO! COit -Of to litliofi. Here is what you can do better: D Adjustsprlnklers so they don't spray onto street.sand sidewalks. LJ n Repair leakin g o r broken sprinklers. water In short cycles to allow water to absorb Into the soil. LJ water In the earty morning or late eveni119 when It Is cooler outside. Thank you for doing your part to protect our wateMtry.s. Slgna~------------ Sa n Olo90 Co..,ty Watan'1 <1d Protact1oo. ~.,, Call us fa mare information. 1·888·846~0800 waternheds@sdcounty.G.g ov www.sdcount)lc.a.g ov/dpw/wate1med!i,.htm1 lnspc,cto<: Oat« ,,_ ...... A.ddrGss: ~4gt,bod1ooo I 2->= Actions, (] (II CT] @ .... ,.~ County of San Diego, Residential Flyers Developed a set of flyers to inform residents on specific topics. Utilized consistent branding with door hangers. trash & gr: eo waste Let's All Do Our Part!-----~ Most residents are concerned about keeping our waterways clean . In fact, surveys conducted across San Diego County show that more than 50% of residents believe that pollution of our beaches, lakes, and creeks directly affects them and the i r families, We're Here To Help. The County of San Diego Watershed P their efforts to prevent pollution by off trash and green waste from entering t public health concerns and hazards to ; (l) Wate r that Is released to the streets, ! --county Is not t rea feelbefore It reache What Can You Do To Keep Our I o Place t ras h con t ai ners out only on col o Keep trash bins covered at all times. o Replace any trash cans that are lea kin O Sweep or rake up l itter, l eaves, and gr. O Blow leaves and debris i nto a pile o nt- into a green waste or sol id waste co nt Thank you for doing your port to prated our waterways. c, 1· W i WI (l) -v-eh i c I e-w-a s-h ~A-~ Let's All Do Our Part! _____ ~ Most residents are concerned about keeping our waterways clean . In fact, surveys conducted across San Diego County show that more th an 50 % of residents believe that pollution of our beaches, lakes, and creeks directly affects them and their families. We're Here To Help. Ve hicles. incl ud in g boats, RVs and traile r s p rovide a way fo r res ident s t o enjoy a ll t hat San Diego County has to offe r. bu t w hen wa t er f rom wash ing these ve hicles gets i nto t he sto rm d rai ns, it ca n ca use pro ble ms for ou r waterways . Th e County of San Diego Watershed Protection Program supports res ide nt s i n t heir efforts to pr event pol lution by offeri ng t hese important tips for preventing vehicle wash water from entering the storm drain. Wat er that Is rele as ed to the streets, gutters, and storm drains In San Di ego County Is not t reat ed before It reaches our local creeks, rivers, and the ocean. What Can You Do To Keep Our Waterways Clean? o Use a commercial car wash whenever possible. Commercial car was hes often reu se wash water severa l times. o Wash your vehicles on a landscaped area to prevent run off and all ow t he g roun d to fi l te r the w ater naturally. o Use a hose with a trigger nouie to save wat er. O Use soap sparingly and pour your bucket of soa py w ater down t he sin k when you are done and not into t he st ree t. Thank you fo r doing your part to prated our waterways. Call Us For More Information. 1-888-846-0800 water shed s@sd county.c a.gov www.sd cou nty.ca .gov/dpw/w ate rsheds.htm l 31 I Page Action Research County of San Diego, Pet Waste Management Flyers delivered to veterinarian offices and Poo Points program participants . Poo Points program activity booklet cover and built in assessment: ..... Group'[) __ vou , Na me .. _____________ _ Add reuVh1ted: ____________ _ Who (lld y0t.1 Visi t fchedt one)? Friend Family Netghbot Other ___ _ Due visited:__/__/ __ _ V1!ll Start nme: _:_.am/pm 32 I P age 1 "GOIIU.f>«i-l'll'IINIJ:lt-Clll"t-C-1'.Nixa-d __ , a..-1 ......... ' . . , .... ,, "T"'l-- ' •gas• --'°"o:iv .... ,.,CIOI». O~..,i, O~K*••f<t~ 0.C*'__.._...,~ O""""°"-c-,,. ac:,.~ OOl'W' ~ -Cf'llfl4h~-Qll,tu~--... , :JO-, OE-,...--O~••,_ !JS...-.-•-OWICMf', O._ :lCllo:.e•-o, • .._,_ o~ ' ..,,,;1,_~,....CICi,o,l ... tl_.....%Jl_llll'JIO"'lrqllr'",, O.-•NIIRfJ et-a~ !JfW>l••J..,,c•Oa..-i•• 0 llwr• Qli.,_""'°" OY,wUbt_____,_ oi:-.:-• O~m-,NIDNI O(»a' , ..... -..... ~,c,,.,---~-Cl\tfl,/1~~-·--..... __..,_....,, a ll-lllf~"""'9'NIO'IIIO••....-"MO~C~r-,«1 .,-.,--p,ca 4Cr-,e1~a,t1-,--.:,,,i~l :JI-C)lCll'T,-i Cl[)oltl J AOO, I tw-.c~<1:,o..1tn~q-•tor,._t:,-tdAlllld .. ..,_,,1 a,~-~ 0 1 t 'i 10 to•• A~-OIIII J "'f(V~-~.,b'q~tlJIO-C"-00\11--"'NI! ,c.,.,.,_ ) --~-~-•10rq-,,1Dpo~-q1-.. 1i. -.... c11t.-·-c-,..,,..,.. ~I Mair.....,.~ 0 1 1 ) 4 1 6 1 8 'I w; v,t tf1119.-.:i• 0 1 2 1 9 1 It 11: ~,--.,.,~. o , 1 1 ~ , , I() I ~ •--N~~h~IT ... ~•S.~Cor.t/JNIIO .. • ~,.._....tt,,.r1 <1cr.-....i.,-,~athfoc-#.fQillrNl'TWf'I a,-Dul,-00oi1"- County of San Diego, Commercial Flyers Left, County of San Diego (BEFORE) and right, (AFTER) commercial flyers. w e can protect our waterways ~ a fe w s t e p s. WATE RSHED rROTECTION rROGRAM Pollution Prevention Stormwate r Best Managemen t Practtces (BMPs) The County 's Wate rsh ed Protection Ordin ance re quires bus ines ses emp loying 10 or more pe rsons on a fu lHime bas is to im plement poll ution prevention pradices which are generall y recog nize d in the industry or business as be ing eff ective and economically advantageous . Be lo w are some way s to app ly Po llution Preve ntion prin cip als to you r bus iness . For more informat ion call you r Ins pecto r or the Storm wa ter Hotline at 1-888-846-0800 . Rev iew Ways to Reduce Waste an d Save Money o Red uce energy us e. wate r use , and raw mate rials . o Cut do wn on was te or tra sh se ntt or disposal. o Lookf or areas in you r business where you ca n gene rate less was te. o Che ck with loca l agencies, trade association newsle tters , and magaziles for othe r idea s. Rep lace Toxic Materials o Co nsid er less to xic subs tance replacements f or your bus iness needs . . . . . General P o llution P revention The County of San Diego WiJtershed Protection Program supports businesses in their effort s to prevent p o llutio n by o ffering these important Stormwater Best Manag e m ent Practices (BMPs). Water that is rel eas ed Into the street s, gutters, and storm drains In Q) San O}ego County 15 not treated before It reaches our loca l cre eks, rivers, and the ocea n. These general pollution p,ev(>nt/on tips for your business will help keep our w,1terwcJys cle.Jn. lndcu)r~ OFFICE o Reduce paper use by makng double-si ded c opying and p ri ntng a standard procbce. O Eliminate unnecessary paper by making for m s e lectronic or re d ucing their size. o Re-use outdated forms o r scrap p aper fo r note p ads. CJ Choose products w ith less packag ing and cont aine r s tha t c an be r e-filled . CJ Purchase recyc led paper and products when possib le . CJ Remove your company name from junk mail lists by canctifing unused catalogs or so hcitaOons. D Update your company mailing lists to c lirnnatc duplication of materials and p ostal costs. O Reuse packaging materi als. o Pu-chase only what you need. Re-order as you reach a m inimum threshold. u Encourage customers to reduce waste by reusing bags. cont ai ners. and o ther p roduct re-use. SOLID WASTE AND RECYCL ING D The County of San Diego has a mand atory recycling ordilance. If your business is located m t he unincorporated area . contact the Recycling Hotli ne to reques t a FREE recycling consultation for your busine ss 877-RlEarth (877-713-2784). ,,,._,rt• tipi,, nsor oducts Is. bage. liquid. re covery ssibte. edand For mote i nformatio n, call the Stormwatef Hotline at (888) 846-0800 or vis;t www.s andieoocounty.gov/dpw/waters/Jeds.html lot the WPO. 33 I Page Action Research County of San Diego, Guidance Handbook Previous County of San Diego (left) and updated (right} Guidance handbook. Cover GUIDANCE HANDBOOK TO THE WATERSHED PROTECTION ORDINANCE Sample internal page (;,.UUl.:t H...,,_tt.i tM 1,·.r.c-~ ~u.-n• 0-l;IIR,t .,.."""-£? ...... .........,.,..,.sm ~--.. x INDUSTRIA~ COMMUCIA~ l MUNIC IP AL POUUTANT GENERATING ACTIVm ES Management of Material, Eqvlpment and Wastes MATERIALS MANAGEMENT --MAIIRIALS LO .. 0IIIG MID UNLOADING SIT'fLAYOUT • \~ pr•ctic.,bl~. IOdding / unlo4ding ct. m.ttm.ib ~d only N ..tllo,ved ln dtstgnatffl ,W • Mov~ ma~ri.tl5 aw•y from i.tonn dr.ain iru!b or water bodi~ whc-~ po--..able. U not poo~bW,. protKt b\ltb or w"(ll ~:; \\-1 thli\ or down do~ of the lo.ading <U'ld unloading 11.tt.u. ' -" ~·'., --- 34 I Page Drsif1ut fnf londi11s dork is krptrlnm watershed protection ordinance Management of Material, Equipment, and Waste Materials Loading and Un load ing Site Layout Load and unload materials only in des,gnated areu KttP materials away from ltom'I drain inJell or w.iler bOChu where poSU>le,. tf not pou~, protect nt;ta, or water bodaes nu, tM loCldincJ and unlOadS\g areas Site Stor ao e and Mi,intenanc.e Regularly 1nspect laadlfl9 and Lrioading areas and remove accum1Aatiofl1 of debris, litte<. waste, or other materials City of Encinitas, Residential Workshops Developed materials to encourage residents to participate in a workshop and install low-impact design retrofits to their landscaping. Invitation r ,vp This ll'Vent It befng ti.Id tn rftPOflM 10 a rec:ent WN.,. 111 .,_ rwlgtiborhood. """Y ~ld.-nl1 ••P".Ued itlleffft In IHt"nlnv llbout ln11a1l ng dri p imgatlon to h•IP Pflft'•flt wll:•1 trOffl running Into thto stN•t. whlcl\ wfll pH>Ul(:t water q~llty and reduc• ,our co1t1.' ---•-----YO\I w+n 1110 Jaa,n abovt; > 1-1•0Mh~Oll'!4o ~"1ilofh1tilo~oyoucon•w_..w.,_.., atxt .-.auce-c,oll.,t'l)I"! 01 -1e1w~11 > HOW to f'n;t<OI•" !),,cw,, OIICl'le!t and F...ncn o,a,n\ ~ Ana <nllf'llf' mo-.~~ to net:0 ye,.., -.UN-< !hi!' d"Oul;lf\t &ncJ clo«wwate-t ~enclnlt.-~.go'J kttO'IOVfV•d ~<'.Jur<1oe,ght)()rnoo,,:I, eritJ lheoc..inlOOk>'l{J clie~itnat>e<'IIJM.ir Flyer Water that ru ns off your p ro p erty goes in to stam drains which flow directl y to local creeks and the ocean. This r unoff can ca rry pollutants such as oil, fertilizers, imd b acteria fro m trash and p et waste. Low·lmpa ct D eve lopmen t [LID] ts a landscape design ap proach that reduees runoff and reduces pollutlon LJD 1s flex ible and adaptable t o your property. < Convert to Drip Irrigation Drip i'r1gatlon Pt,U the r ight amOlllt of weter r ight where yo.s plaru ne«J it It ca ns.we you rn::,ney (90,,., fffidMI. compared to so" to 70"-t Of Pf6StJr1zl!d syt,t t't'l'U l-rt 11150 hel,Pt p reve,it runcn from sloped areas and Is easy to lnstal rroman natlng press111Zl!d sptlnklers~tem. < Redirect Downspouts to Landscaping DOY.,upouts that drain Into t he stomiwilter sys tl!m Of llt water run oH ycx, propertyCMC!lrypolh.Unts Md~su1 wllterthm.couldbe used f0t you r landsc.ping Redirecting do,vnspouts to ii 9Mden or r ock b.!lsln ls stit able k>r .iny9uttcred homo ilnd does not req..,ireany addltlon&l m lllnten~ce boyOnd7n',li:n,H-olAti!< dNJ"lng. < Create a Rain Garden CO<ls«w our tlnitod wat« rnourcn and improvo wilttr QUallty by Cre.ltlng a bl~tontbn b nln. CoN:ou-a low lying «eo '>I )'Cl.I r vu,d to couoct lrrlg.,tlon r111on Mid rain wate r tt\lt WO'Jldoth-t'l"wlse flow on you-prope rt Y. Design the area as ii MS in with wo l·dralni'lg wil aod d rought tolemnt plants. more tips >>> ~ Wa1er Boords ............... __,,,., ,. __ _ _ ,_ .. _ .. .,.__ .. _ -.__.. .. __.,,..__, .. ... ____ , .... , ...... _ ___ ,.. __ ., _____ _ --... --·-·-4--·--· ------- Here are other ways you can make a difference and save money. Resources to Learn More About Low-Impact Development www.cnc::lnltascnvlronmont.org/biglmpad Rebates for Replacing Turf with Water-Efficient Landscaping www.turfTeJ)tacemcnt.W11 tcnmartsd.org Rebates for Replacing Broken o r Mlsallgnlltd Sprinklers www.rreesp,lnklernontes.com For More Information About Rebatu and Incentives www.s d Wd.org/conHfw Ca ll for more Information or to report an Iss ue In your neighborhood. City of Encinitas Clean Water Hotline (7 60) 633 -2787 35 I Page Action Research City of Fort Worth, Residential Recycling Developed recycle cart hang tag to encourage residents to recycle junk mail. AND RECYCLE. If you're concerned about your privacy use the enclosed marker to mark out your information before you recy cl e. p1 lllll ~11IW11lh. Tl1GIU9 , .. 11,,r,1 .. 11,,1,,r,1 ,1,,11 .. 1 .. ,11 ,,1,1,1 .. 11,,, You caB recycle all types of paper in your blue recycling cart, including junk mail, envelopes wilh windows, magazines and glossy paper. In a recent survey, 87¾ of Fort Worth residents stated that recycfing at home was very import.mt to lhem. However, some reside11ts were unsure about recycling items that contained their name or persona l information. The City of fort Worth would like to make it easier for residents to recycle all types of paper. lei's keep junk mail, envelopes, magazines and glossy paper out of our landfill . fO f!.T ;ORTII . CODE COMPLIANCE SOUD WAST!; lB~VJ C&! 36 I Page Hawaii Energy This is an energy-reduction program where r esidents in high -rise buildings were asked to use fans instead of air conditioning . 82% of residents Dvlng In apartments and mndomlnlums on Oahu consider saving energy Important• Here Is some helpful lnfonnatton to prevent wasting energy whlle coollng YOW" household.. When used effectively, fans are an excellent way to get cool without wasting en«gy and money. Most (80 %) of Oahu resi den ts have a box, floor, or a celling fan.• He re are a f ew tips o n how to use them more effectively. draw in cool air from the outside When it is warmer iruide than outside. place your box or floor fan near a window facin g outward. Th is will help aeate a draft from other w indows a nd pull cool air in and push warm air out. On espeda/ly h ot days when fans are not enough, reduce the amount of air conditioning you use and save energy and money. Here are a few tips to us.i air conditioning more effedlvely. ventilate with Set your ceiling fans to rotate muntercmckwise in the summer. When you stand under the fan you sh<>uld feel it blowing on you. In the winter you can set It to rotate clodtwi,e, whim pushes wann U' near the ce rl ing down Wlto die room~ set fan speed t o low If you use air conditioning to reduce humidity, se-t the fan speed to low. set afc to near Airmnditioningunilsdonotsignific.antly CiD clean outdoor air OutSJde tern P purify the air. ACUJrding ID the U5 B'A, Th is allows slower ai" movement through the un it and reduces moirtlJTe mo,eefficien~ Set your air conditioner to as: dose to the o utside. tem perature as is comfortlble . '9 Hawaii Energy the bestway to reduce indoor air pollution is to c.ontrof tt,e source of the pollutants and ventilate your home with dean outdoor a ir. ~ "Based on a suney of 233 households conducted by Hawaii Energy in May 2016. contact us for more i nformation www.HawallEnergy.com I (808) 537-55n =1iu~~~~=~~~~"':,~~~~~~e~r:,~,=·~~~::'!f:!~~~~Q re,idi!ri ts ,1nd bl111fW"sc~ to ~Ip off'll!1 the cost of ind.,lling ~ffi aE!fll CCJJ ipmm l. 37 I Pa ge Action Research Hawaii Energy (continued) This is a flyer used in an energy-reduction program encouraging residents in high -rise buildings to install water-saving showerheads and take showers of five-minutes or less. 38 I P ag e Savings Our recant survey found that 82% of residenu living In apartments and condominiums on Oahu consider saving energy important. Here are some helpful t ips to prevent wasting en rgy and water: Install A Woter-Sovtn Showerhead The typical housohold could I.Ml 6,UO gallons per year, \, l!OOUQh t o flll 17 m-panon hot tubs. Using less ho t water means using !au energy too. N early half of 0ahu rasldonts surwyvd alread y have a water-savi ng showerho.Jd. To Join your nalghbcn, hare's how to select a showerhead that saves water without compromising water press ure: • Look for the WaterSense logo. w.rterSense labeled showerooads m80 t stand ards for water pn1ss1.-o, form, and cowrag11. • Look for a ahoWC!fhead that has the features desire and U58S I u than 2 gallons per minute (G PM). Reduce Shower Time Tak ing shorter showora Is .an easy way to s.MI water and ooergy-and Hmel Shortening showlll's by Just two minutes can save the aVl!f'age person mo re t han 1,000 gallons of w ater p er yea r. To take shorter showers: • ~t a timer f or 5 minutes. • P1 ay a S minute song . • Red uc:8 your shower t ime by a few sl!COllds more ea ch day. Contact Us For More Information www.HawallEnergy.com I (808) n2-3755 " Hnw;ail E,ntrrRV Exhibit B-Budget Budget by Task Task A. Market Research. CBSM Briefing and Identification of Preliminary Behaviors and Audiences Costs $18,362.97 Task A Deliverables: In-person full day kick off meeting that includes a four-hour CBSM briefing session , and working session to discuss sectors and their associated range of audiences and behaviors. Additional conference calls that culminate in a full list of potential target behaviors. In addition, an Excel spreadsheet with a comprehensive list of behaviors, associated target audience, potential water and energy savings for each behavior (e.g., kWh savings), probability, penetration , applicability, final calculated weights , and Tier I (priority) and Tier 2 (lower priority) behaviors. Task B. Barrier & Benefit Research. Conduct Review of Literature and Technical Reports+ Qualitative Research, Conduct Surveys (two; mail and/or intercepts) Task B Deliverables: Summary repo1ts for each research activity. ------ Task C. Strategy Identification and Development. Utilize Research Outcomes to Address Barriers and Benefits, Design Outreach Materials + Produce Materials ------------- $44,222.63 ' $40,644.07 Task C Deliverables: Outreach messages and materials for th e defined number of pilot projects. , -........ ~~ . ; -· 'fask-D-:-Design-am:tlmplem-e-nt-Pilutrtlsin-g-Co-rrtrnl Groups. lclemify Treatment ancf-+---$- 3 - 1 -,- 84 - 1 -.- 3 - 1 ---- Control Groups, Implement Treatments, Evaluate Program Effects Task D Deliverables: All implementation documents and protocols , and a comprehensive summary report of the results of each pilot program with recommendations for w ide s pread implementation. --~- Task E. Ongoing Evaluation $1,619.49 Task E Deliverables: We will provide recommendations for strategy adjustments and ongoing evaluation of water-and energy-reduction programs . Task F. Final Report $3,134.50 Task F Deliverables: A comprehensive repo1t document that summarizes outcomes from each step in the CBSM process . Total Hourly Rates for Consultant and Sub-Consultants Action Research Jennifer Tabanico Lor_!_Larg_e Sharo_!! Danoff-Burg Joey Schmitt Kaitlin Phelps Dani Ballard TBD L President Director of Research i , Analyst Project Manager T ' Project Manager Research A ssociate , Research Assistant McKenzie-Mohr and Associates I j_$200 $175 1. $150 $100 : $100 $7 5 : $50 $139,825 Doug McKenzie-Mohr : Consultant , $225 Gigantic Idea Studio : Lisa Duba l Principal -' $130 Meghan Kelly ,_ Project Mana~ger $120 ; Nansy Rob~rts ' Marketing and Sos;ial Media ; $130 InterEthnica ----- Lisa Abboud ; Principal i $150 Deborah Oh Cultural Consultant $125 TBD , T r anslator : $95