HomeMy WebLinkAboutAgenda Report - November 2, 2022 C-06CITY OF AGENDA ITEM-(0
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C A L I FO RN IA
COUNCIL COMMUNICATION
AGENDA TITLE: Adopt Resolution Authorizing City Manager to Execute Professional Services Agreement
with ICF Consulting, LLC, of Sacramento, to complete City of Lodi Zero-Emissions Bus
Study & Rollout Plan (Not-to-Exceed $99,914)
MEETING DATE: November 2, 2022
PREPARED BY: Public Works Director
RECOMMENDED ACTION Adopt resolution authorizing City Manager to Execute Professional
Services Agreement with ICF Consulting, LLC, of Sacramento, to complete
the City of Lodi Zero -Emissions Bus Study & Rollout Plan in an amount not -
to -exceed $99,914.
BACKGROUND INFORMATION: On August 30, 2022, Public Works (PW) issued a Request for Proposals
(RFP) to develop a comprehensive system wide study of Zero -Emission
Bus (ZEB) transition needs. The study is being completed in support of
the City of Lodi's compliance with the California Air Resource Board's (CARB) Innovative Clean Transit (ICT)
regulation, which requires 100% of new transit bus purchases to be zero -emission by 2029, and 100% of
transit bus fleets to be zero -emission by 2040.
The study will identify a recommended ZEB type (i.e. battery electric vs. hydrogen fuel cell), infrastructure
requirements, and a phasing plan for capital improvements and vehicle procurement. The analysis will
comprehensively factor in key operational parameters such as transit service requirements including route,
range and staffing needs, fleet management including operation logistics and maintenance, and charging or
fueling needs. Financial viability and cost-effectiveness with regard to initial purchase prices, lifetime costs,
operational costs, and financing strategies will also be examined. These findings will be summarized in a Zero
Emission Bus Rollout Plan, to be approved and adopted by City Council and submitted to CARB by July 2023,
as mandated by the ICT regulations.
The RFP was developed by PW and Lodi Electric Utility (LEU) staff, and advertised widely to transit and zero -
emission industry working groups. Two proposals were received and evaluated by PW and LEU staff, and the
panel recommended selection of ICF Consulting, LLC based on their qualifications, approach to the scope of
work, and understanding of CARB's ICT regulation. Their specific experience completing ZEB plans for other
California transit agencies, as well as cost, were two important factors.
This ZEB study will be completed concurrently with the citywide Fleet Electrification Master Plan. Transit
buses were intentionally excluded from the Citywide Fleet Electrification Master Plan because the CARB ICT
Regulation mandating zero -emission buses is separate from the CARB Advanced Clean Fleet (ACF)
Regulation, which mandates the zero -emission transition for non -bus vehicle types. Staff is however
anticipating significant overlap and coordination between these two efforts in terms of needed electric
distribution system capacity, infrastructure requirements, implementation strategies, and general resource
sharing.
APPROVED:
Stephen Schwabauer, City Manager
\\cvcfilv02\pubwks$\Transit\12) Procurements & RFPs\ZEB Rollout Plan Study= ZEB Rollout Plan docx 10/19/2022
Adopt Resolution Authorizing City Manager to Execute Professional Services Agreement with ICF Consulting, LLC, of Sacramento, to complete City of
Lodi Zero -Emissions Bus Study & Rollout Plan (NTE $99,914)
November 2, 2022
Page 2
It is anticipated ICF Consulting, LLC will begin work on the Zero -Emissions Bus Study and Rollout Plan in
November, with all work scheduled to be completed by June 2023. A draft ZEB Rollout Plan will be presented
and discussed with the City Council at a date to be determined, with Plan adoption and submission to CARB
occurring shortly thereafter.
The Zero -Emissions Bus Study & Rollout Plan will be funded up to fifty percent by Lodi Electric Utility's Low
Carbon Fuel Standard (LCFS) fund. The balance will be paid for using Transportation Development Act (TDA)
funds.
FISCAL IMPACT: The Zero -Emissions Bus Study & Rollout Plan is required for compliance with
CARB's ICT regulation, and failure to complete the plan by July 2023 could
subject the City to penalties and potentially negatively impact future funding. The
project does not impact the General Fund.
FUNDING AVAILABLE: Transportation Division TDA funds: (60199000.77040)
Lodi Electric Utility LCSF funds: (50362500.72990)
Andrew Keys
Andrew Keys
Deputy City Manager/Internal Services Director
Charles E. Swimley, Jr.
Public Works Director
Prepared by: Frank Huang, Junior Transportation Planner & Julia Tyack, Transportation Manager
CES/FH/JT/cd
Attachment
cc Fleet Services Supervisor
Lodi Electric Utility Director
Signature: Q/rr %(�
Email: akeys@iodi,gov
C-6
AGREEMENT FOR PROFESSIONAL SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties
THIS AGREEMENT is entered into on 20 by and
between the CITY OF LODI, a municipal corporation (hereinafter "CITY"), and ICF
Consulting, LLC, a Delaware Limited Liability Company authorized to do business in
California (hereinafter "CONTRACTOR").
Section 1.2 Purpose
CITY selected the CONTRACTOR to provide the services required in
accordance with attached- Scope of Services, Exhibit A, attached and incorporated by
this reference.
CITY wishes to enter into an agreement with CONTRACTOR for Zero Emission
Bus Study and Rollout Plan (hereinafter "Project") as set forth in the Scope of Services
attached here as Exhibit A. CONTRACTOR acknowledges that it is qualified to provide
such services to CITY.
ARTICLE 2
SCOPE OF SERVICES
Section 2.1 Scope of Services
CONTRACTOR, for the benefit and at the direction of CITY, shall perform the
Scope of Services as set forth in Exhibit A.
Section 2.2 Time For Commencement and Completion of Work
CONTRACTOR shall commence work pursuant to this Agreement, upon receipt
of a written notice to proceed from CITY or on the date set forth in Section 2.6,
whichever occurs first, and shall perform all services diligently and complete work under
this Agreement based on a mutually agreed upon timeline or as otherwise designated in
the Scope of Services.
CONTRACTOR shall submit to CITY such reports, diagrams, drawings and other
work products as may be designated in the Scope of Services.
CONTRACTOR shall not be responsible for delays caused by the failure of CITY
staff to provide required data or review documents within the appropriate time frames.
The review time by CITY and any other agencies involved in the project shall not be
counted against CONTRACTOR's contract performance period. Also, any delays due to
weather, vandalism, acts of God, etc., shall not be counted. CONTRACTOR shall
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remain in contact with reviewing agencies and make all efforts to review and return all
comments.
Section 2.3 Meetings
CONTRACTOR shall attend meetings as may be set forth in the Scope of
Services.
Section 2.4 Staffing
CONTRACTOR acknowledges that CITY has relied on CONTRACTOR's
capabilities and on the qualifications of CONTRACTOR's principals and staff as
identified in its proposal to CITY. The Scope of Services shall be performed by
CONTRACTOR, unless agreed to otherwise by CITY in writing. CITY shall be notified
by CONTRACTOR of any change of Project Manager and CITY is granted the right of
approval of all original, additional and replacement personnel at CITY's sole discretion
and shall be notified by CONTRACTOR of any changes of CONTRACTOR's project staff
prior to any change.
CONTRACTOR represents it is prepared to and can perform all services within
the Scope of Services (Exhibit A) and is prepared to and can perform all services
specified therein. CONTRACTOR represents that it has, or will have at the time this
Agreement is executed, all licenses, permits, qualifications, insurance and approvals of
whatsoever nature are legally required for CONTRACTOR to practice its profession, and
that CONTRACTOR shall, at its own cost and expense, keep in effect during the life of
this Agreement all such licenses, permits, qualifications, insurance and approvals, and
shall indemnify, defend and hold harmless CITY against any costs associated with such
licenses, permits, qualifications, insurance and approvals which may be imposed against
CITY under this Agreement.
Section 2.5 Subcontracts
Unless prior written approval of CITY is obtained, CONTRACTOR shall not enter
into any subcontract with any other party for purposes of providing any work or services
covered by this Agreement.
Section 2.6 Term
The term of this Agreement commences on November 22, 2022 and terminates
upon the completion of the Scope of Services or on June 30, 2023, whichever occurs
first.
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ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONTRACTOR's compensation for all work under this Agreement shall conform
to the provisions of the Fee Proposal, attached hereto as Exhibit B and incorporated by
this reference.
CONTRACTOR shall not undertake any work beyond the scope of this
Agreement unless such additional work is approved in advance and in writing by CITY.
Section 3.2 Method of Payrnent
CONTRACTOR shall submit invoices for completed work on a monthly basis, or
as otherwise agreed, providing, without limitation, details as to amount of hours,
individual performing said work, hourly rate, and indicating to what aspect of the Scope
of Services said work is attributable. CONTRACTOR's compensation for all work under
this Agreement shall not exceed the amount of the Fee Proposal. CITY shall pay
CONTRACTOR Net 30 from the date it receives an accurate invoice.
Section 3.3 Costs
The Fee Proposal shall include all reimbursable costs required for the
performance of the Scope of Services. Payment of additional reimbursable costs
considered to be over and above those inherent in the original Scope of Services shall
be approved in advanced and in writing, by CITY.
Section 3.4 Auditing
CITY reserves the right to periodically audit all charges made by CONTRACTOR
to CITY for services under this Agreement. Upon request, CONTRACTOR agrees to
furnish CITY, or a designated representative, with necessary information and assistance
needed to conduct such an audit.
CONTRACTOR agrees that CITY or its delegate will have the right to review,
obtain and copy all records pertaining to performance of this Agreement.
CONTRACTOR agrees to provide CITY or its delegate with any relevant information
requested and shall permit CITY or its delegate access to its premises, upon reasonable
notice, during normal business hours for the purpose of interviewing employees and
inspecting and copying such books, records, accounts, and other material that may be
relevant to a matter under investigation for the purpose of determining compliance with
this requirement. CONTRACTOR further agrees to maintain such records for a period of
three (3) years after final payment under this Agreement.
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ARTICLE 4
MISCELLANEOUS PROVISIONS
Section 4.1 Nondiscrimination
In performing services under this Agreement, CONTRACTOR shall not
discriminate in the employment of its employees or in the engagement of any sub
CONTRACTOR on the basis of race, color, religion, sex, sexual orientation, marital
status, national origin, ancestry, age, or any other criteria prohibited by law.
Section 4.2 ADA Compliance
In performing services under this Agreement, CONTRACTOR shall comply with
the Americans with Disabilities Act (ADA) of 1990, and all amendments thereto, as well
as all applicable regulations and guidelines issued pursuant to the ADA.
Section 4.3 Indemnification and Responsibility for Damage
CONTRACTOR to the fullest extent permitted by law, shall indemnify and hold
harmless CITY, its elected and appointed officials, directors, officers, employees and
volunteers from and against any claims, damages, losses, and expenses (including
reasonable attorney's fees and costs), arising out of performance of the services to be
performed under this Agreement, provided that any such claim, damage, loss, or
expense is caused by the negligent acts, errors or omissions of CONTRACTOR, any
subcontractor employed directly by CONTRACTOR, anyone directly or indirectly
employed by any of them, or anyone for whose acts they may be liable, except those
injuries or damages arising out of the active negligence, sole negligence, or sole willful
misconduct of the City of Lodi, its elected and appointed officials, directors, officers,
employees and volunteers. CITY may, at its election, conduct the defense or participate
in the defense of any claim related in any way to this indemnification. If CONTRACTOR
is actively defending an action under the indemnification obligations hereunder and CITY
chooses at its own election to conduct its own defense, participate in its own defense, or
obtain independent legal counsel in defense of any claim related to this indemnification,
CITY shall be allowed to participate in such defense at its own cost and expense.
Section 4.4 No Personal Liability
Neither the City Council, nor any other officer or authorized assistant or agent or
City employee shall be personally responsible for any liability arising under this
Agreement.
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Section 4.5 Responsibility of CITY
CITY shall not be held responsible for the care or protection of any material or
parts of the work described in the Scope of Services prior to final acceptance by CITY,
except as expressly provided herein.
Section 4.6 Insurance Requirements for CONTRACTOR
CONTRACTOR shall take out and maintain during the life of this Agreement,
insurance coverage as set forth in Exhibit C attached hereto and incorporated by this
reference.
Section 4.7 Successors and Assigns
CITY and CONTRACTOR each bind themselves, their partners, successors,
assigns, and legal representatives to this Agreement without the written consent of the
others. CONTRACTOR shall not assign or transfer any interest in this Agreement
without the prior written consent of CITY. Consent to any such transfer shall be at the
sole discretion of CITY.
Section 4.8 Notices
Any notice required to be given by the terms of this Agreement shall be in writing
signed by an authorized representative of the sender and shall be deemed to have been
given when the same is personally served or upon receipt by express or overnight
delivery, postage prepaid, or three (3) days from the time of mailing if sent by first class
or certified mail, postage prepaid, addressed to the respective parties as follows:
To CITY: City of Lodi
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Attn: Julia Tyack, Transportation Manager
To CONTRACTOR: ICF Consulting, LLC.
9300 Lee Hwy
Fairfax, VA 22031
Joseph C. Moran, Senior Contracts Manager
Section 4.9 Cooperation of CITY
CITY shall cooperate fully and in a timely manner in providing relevant
information it has at its disposal relevant to the Scope of Services.
Section 4.10 CONTRACTOR is Not an Employee of CITY
CONTRACTOR agrees that in undertaking the duties to be performed under this
Agreement, it shall act as an independent contractor for and on behalf of CITY and not
an employee of CITY. CITY shall not direct the work and means for accomplishment of
the services and work to be performed hereunder. CITY, however, retains the right to
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require that work performed by CONTRACTOR meet specific standards without regard
to the manner and means of accomplishment thereof.
Section 4.11 Termination
CITY may terminate this Agreement, with or without cause, by giving
CONTRACTOR at least ten (10) days written notice. Where phases are anticipated
within the Scope of Services, at which an intermediate decision is required concerning
whether to proceed further, CITY may terminate at the conclusion of any such phase.
Upon termination, CONTRACTOR shall be entitled to payment as set forth in the
attached Exhibit B to the extent that the work has been performed. Upon termination,
CONTRACTOR shall immediately suspend all work on the Project and deliver any
documents or work in progress to CITY. However, CITY shall assume no liability for
costs, expenses or lost profits resulting from services not completed or for contracts
entered into by CONTRACTOR with third parties in reliance upon this Agreement.
Section 4.12 Confidentiality
CONTRACTOR agrees to maintain confidentiality of all work and work products
produced under this Agreement, except to the extent otherwise required by law or
permitted in writing by CITY. CITY agrees to maintain confidentiality of any documents
owned by CONTRACTOR and clearly marked by CONTRACTOR as "Confidential" or
"Proprietary", except to the extent otherwise required by law or permitted in writing by
CONTRACTOR. CONTRACTOR acknowledges that CITY is subject to the California
Public Records Act.
Section 4.13 Applicable Law Jurisdiction Severability, and Attorney's Fees
This Agreement shall be governed by the laws of the State of California.
Jurisdiction of litigation arising from this Agreement shall be venued with the San
Joaquin County Superior Court. If any part of this Agreement is found to conflict with
applicable laws, such part shall be inoperative, null, and void insofar as it is in conflict
with said laws, but the remainder of this Agreement shall be in force and effect. In the
event any dispute between the parties arises under or regarding this Agreement, the
prevailing party in any litigation of the dispute shall be entitled to reasonable attorney's
fees from the party who does not prevail as determined by the San Joaquin County
Superior Court.
Section 4.14 Cid Business License Requirement
CONTRACTOR acknowledges that Lodi Municipal Code Section 3.01.020
requires CONTRACTOR to have a city business license and CONTRACTOR agrees to
secure such license and pay the appropriate fees prior to performing any work
hereunder.
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Section 4.15 Captions
The captions of the sections and subsections of this Agreement are for
convenience only and shall not be deemed to be relevant in resolving any question or
interpretation or intent hereunder.
Section 4.16 Integration and Modification
This Agreement represents the entire understanding of CITY and
CONTRACTOR as to those matters contained herein. No prior oral or written
understanding shall be of any force or effect with respect to those matters covered
hereunder. This Agreement may not be modified or altered except in writing, signed by
both parties.
Section 4.17 Contract Terms Prevail
All exhibits and this Agreement are intended to be construed as a single
document. Should any inconsistency occur between the specific terms of this
Agreement and the attached exhibits, the terms of this Agreement shall prevail.
Section 4.18 Severability
The invalidity in whole or in part of any provision of this Agreement shall not void
or affect the validity of any other provision of this Agreement.
Section 4.19 Ownership of Documents
All documents, photographs, reports, analyses, audits, computer media, or other
material documents or data, and working papers, whether or not in final form, which
have been obtained or prepared under this Agreement, shall be deemed the property of
CITY. Upon CITY's request, CONTRACTOR shall allow CITY to inspect all such
documents during CONTRACTOR's regular business hours. Upon termination or
completion of services under this Agreement, all information collected, work product and
documents shall be delivered by CONTRACTOR to CITY within ten (10) calendar days.
CITY agrees to indemnify, defend and hold CONTRACTOR harmless from any
liability resulting from CITY's use of such documents for any purpose other than the
purpose for which they were intended.
Section 4.20 Authority
The undersigned hereby represent and warrant that they are authorized by the
parties to execute this Agreement.
Section 4.21 Federal Transit Funding Conditions
❑ If the box at left is checked, the Federal Transit Funding conditions attached as
Exhibit D apply to this Agreement. In the event of a conflict between the terms of this
Agreement or any of its other exhibits, and the Federal Transit Funding Conditions, the
Federal Transit Funding Conditions will control.
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Section 4.22 Counterparts and Electronic Signatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which, when taken together, will be deemed to constitute one and
the same agreement or document, and will be effective when counterparts have been
signed by each of the parties and delivered to the other parties. Each party agrees that
the electronic signatures, whether digital or encrypted, of the parties included in this
Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Delivery of a copy of this Agreement or any other document
contemplated hereby, bearing an original manual or electronic signature by facsimile
transmission (including a facsimile delivered via the Internet), by electronic mail in
"portable document format" (".pdf') or similar format intended to preserve the original
graphic and pictorial appearance of a document, or through the use of electronic
signature software will have the same effect as physical delivery of the paper document
bearing an original signature.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this
Agreement as of the date first above written.
ATTEST:
OLIVIA NASHED
City Clerk
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
APPROVED AS TO FORM: ICF Consulting, LLC
JANICE D. MAGDICH, City Attorney a Delaware Limited Liability Company
By: By:
Name: JOSEPH C. MORAN
Title: Senior Contracts Manager
Attachments:
Exhibit A — Scope of Services
Exhibit B — Fee Proposal
Exhibit C — Insurance Requirements
Exhibit D — Federal Transit Funding Conditions (if applicable)
Funding Source: 503625000.72990 8, 60199000.77020
(Business Unit & Account No.)
Doc ID:
CA: Rev.11.01.202 2.LT
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Exhibit A — Scope of Work
SCOPE OF WORK
TABLE OF CONTENTS
Contents
TASK 1: PROJECT MANAGEMENT & INITATION.................................................................... 2
TASK 2: FINANCIAL ANALYSIS .................................................. ......,....,............ ....... 3
A.
Initial Purchase Prices.................................................................................:.................. 3
B.
Lifetime Costs............................................................................................................. 3
C.
Operational Costs............................................................................................................. 4
TASK 3: IMPLEMENTATION ANALYSIS..................................................................................... 4
TASK 4: ZERO EMISSION BUS ROLLOUT PLAN.................................................................... 5
A.
Transit Agency Information.....................................................,................................... 5
B.
Rollout Plan Generation Information ........................................ ,..................... ............. 5
C.
Technology Portfolio............................................................................................. 6
D.
Current Bus Fleet Composition and Future Bus Purchases........................... ............. 6
E.
Facilities and Infrastructure Modifications................................................................... 7
F.
Providing Service in Disadvantaged Communities..................................................... 7
G.
Workforce Training................................................................................................... 7
H.
Potential Funding Sources............................................................................................. 8
I.
Start-up and Scale -up Challenges................................................................................. 8
ATTACHMENTS
Exhibit A Attachment 1: California Air Resource Board: Innovative Clean Transit
Regulation — Final Regulation Order
Exhibit A Attachment 2: Transit Vehicle List
Exhibit A Attachment 3: Service Schedules & Maps
Exhibit A Attachment 4: Dial-A-RideNineLine Service Area
Exhibit A Attachment 5: Service Mileage Information
GrapeLine Zero -Emission Bus Study & Rollout Plan
Exhibit A — Scope of Work 1
SCOPE OF WORK
CITY OF LODI GRAPELINE:
ZERO -EMISSION BUS STUDY & ROLLOUT PLAN
The City of Lodi GrapeLine ("CITY," or "transit agency," hereinafter) is soliciting proposals from
qualified firms to develop a comprehensive system wide analysis of Zero -Emission Bus (ZEB)
transitional needs.
The analysis should include an assessment of zero -emission technology options (i.e. battery
electric vs. hydrogen fuel cell), corresponding infrastructural requirements, cost estimations, and
timeline planning. The analysis will factor in important transit -specific considerations such as bus
route scheduling needs, range limitations, city site assessments, workforce training requirements,
and any other operational barriers to implementation.
Financial impacts of the transition will be examined, specifically the differences in capital &
operating cost of ZEB technologies versus current fleet technology, the capital & operating cost
of corresponding ZEB infrastructure, vehicle lifetime costs, and any other operating cost impacts.
The consultant shall coordinate with ICF Consulting, LLC (ICF) and Lodi Electric Utility (LEU) on
opportunities to integrate the Zero -Emission Bus Study's findings with the ongoing Citywide Fleet
Electrification Master Plan; the CITY's non -transit electrification plan being created to satisfy
California Air Resource Board's Advanced Clean Fleet (ACF) regulation, to be completed Q1
2023.
The findings of these analyses will be summarized in a California Air Resource Board Innovative
Clean Transit (ICT) compliant Zero Emissions Bus Rollout Plan.
The consultant may rovide alternative popfoaches to the following scope of work based on
expertise and experience, In the proposal Work Plan detail any variations to the approached
tasks, and explain how it will better achieve a desired outcome.
TASK 1:
PROJECT MANAGEMENT & INITATION
The consultant's proposal Work Plan should include a task for project management. The task will
include a kick-off meeting with consultant personnel and City project staff which includes Public
Works (Transit Division, Engineering, & Fleet Services), Lodi Electric Utility (LEU), and Transdev
(transit operations contractor). During this meeting, consultant will work with project staff to refine
goals & objectives, timelines & deliverables, and study components.
The project management task will also include frequent and regularly scheduled meetings to be
held throughout the project either virtually, or in-person, as determined by the consultant and
project staff.
As part of the project initiation, consultant will also identify existing CITY conditions such as:
• Existing transit fleet, including already -scheduled purchases
• Existing infrastructure, city sites, and staff resources
Current fleet operations, including maintenance costs, fuel costs, operations practices
GrapeLine Zero -Emission Bus Study & Rollout Plan
Exhibit A — Scope of Work
• Existing plans, such as the Short Range Transit Plan
• Existing progress on ICF's/LEU's/CITY's CARB ACF Fleet Electrification Master Plan and
opportunities to expand or integrate with it.
This assessment of existing CITY conditions will serve as the foundation for study comparisons
and analyses.
Task 1 Deliverables:
• Meeting agenda, minutes, and other meeting materials; timelines
• Existing conditions analysis
TASK 2:
FINANCIAL ANALYSIS
A financial cost analysis will be completed comparing current operating costs and projected
operating costs for zero -emission buses (ZEBs). The comparison will assume equal or similar
service offerings, but will also consider such factors as operating staff differences and impacts to
route schedules & fleet management due to ZEB use. Consultant will use current and historic
price trends as a baseline for all cost factors such as electricity, fuel, and zero -emission bus &
infrastructure costs, but should vary projected cost assumptions, factoring for inflation.
Primary cost categories may include, but are not limited to, initial purchase prices, lifetime costs,
and operational costs.
A. Initial Purchase Prices
For initial purchase prices, consultant shall examine costs of conventional buses versus
zero -emission buses, inclusive of typical transit bus specification options (e.g.
CAD/AVL/ITS hardware, fare collection equipment, signage, etc.).
Initial cost for zero -emission buses shall also be inclusive of all infrastructural costs, such
as battery electric charging station(s), including potential charging solution types (e.g.
depot plug-in on -route, overhead, etc.), or hydrogen fueling station(s), including potential
delivery & dispensing methods (e.g. gaseous, liquid, on-site production).
Consultant shall analyze potential right of way acquisition and land cost impacts for
infrastructural requirements, as well as electric capacity upgrades, if applicable.
Consultant shall consult with LEU and ICF to identify overlap and coordination between
distribution system capacity and infrastructure requirements, as it relates to both the CITY
transit fleet, and the CITY's light, medium & heavy-duty fleet, based on ICF's citywide
Fleet Electrification Master Plan. Consultant shall identify opportunities for cost savings
and resource sharing.
B. Lifetime Costs
Lifetime costs for vehicles shall include vehicle replacement parts and major overhauls,
inclusive of battery of fuel cell lifecycle replacements, if applicable.
Grapel-ine Zero -Emission Bus Study & Rollout Plan
Exhibit A — Scope of Work
Lifetime costs for infrastructure shall include major required overhauls, maintenance, and
required upgrades.
C. Operational Costs
Operational costs shall include fuel costs (CNG, electricity, or hydrogen fuel). CNG fuel
costs ($/gallon) shall be based on existing and/or projected costs, using historical prices
as a baseline. Electricity costs shall be based on existing and/or projected rate structures,
such as time -of -use, if applicable. The analysis will consider costs associated with
projected charging during high -demand, on -peak hours or charging during off-peak hours.
Consultant will provide scheduling strategies to help reduce CITY electricity demand
costs. Lodi Electric Utility (LEU) will be consulted as part of this analysis_ Hydrogen fuel
costs shall be based on existing and/or projected costs, using historical prices as a
baseline, and respective to potential delivery and dispensing methods.
Operational costs shall also include maintenance costs. Maintenance costs may include
standard vehicle servicing (e.g. fluid changes, tire changes, brake pads, etc.) and other
typical repair costs. Consultant shall determine typical maintenance costs of zero -
emission buses, as well as costs that may be associated with staffing expertise gaps (e.g.
outsourcing repairs due to lack of technical knowledge).
D. Financing Strategies
Consultant shall identify funding sources and methods to adequately finance the transition.
This may include grants or other cost -offsetting mechanisms such as: fuel/electricity
generation (i.e. solar technology, photovoltaic reformation of hydrogen), battery storage,
peak shaving, LCFS program participation, or sale of fuel.
Task 2 Deliverables:
• Meeting agendas, minutes, and meeting materials
• Financial analysis comparing ZEB fleet options versus current fleet technology
TASK 3:
IMPLEMENTATION ANALYSIS
Consultant will complete an implementation analysis for ZEB deployment, per CARB ICT
regulations. This will include identification of ZEB type, infrastructure requirements,
development of a phasing plan for infrastructure improvements & vehicle procurement, and
purchasing plan to meet CARB deadlines.
The analysis will comprehensively factor in key operational parameters such as: service
requirements including route, range, & staffing needs, fleet management including operation
logistics & maintenance, charging/fueling needs, and any other operational barriers. Financial
viability and cost-effectiveness shall be a key factor in consultant's analysis.
Grapel-ine Zero -Emission Bus Study & Rollout Plan
Exhibit A — Scope of Work
Consultant must document all assumptions, methodologies, modeling techniques, designs, cost
assumptions, and findings. It is critical that the consultant demonstrates clear rationale for all
implementation recommendations.
Task 3 Deliverables:
• Meeting agendas, minutes, and meeting materials.
• Implementation analysis
TASK 4:
ZERO EMISSION BUS ROLLOUT PLAN
Building off of previously performed implementation and financial analyses, consultant will
summarize findings in a Zero Emission Bus (ZEB) Rollout Plan. The plan will contain the required
elements defined in the California Air Resource Board (CARB) Innovative Clean Transit (ICT)
regulation — attached as Exhibit 1 Attachment 4: California Air Resource Board: Innovative Clean
Transit regulation — Final Regulation Order.
The following outline is a summary of the regulation's required information (labeled "(required)");
in addition to CARB-determined supplementary information that may further enhance the quality
of the report, labeled either "(recommended)" or "(optional)". Consultant will work with CITY to
determine if the optional or recommended supplementary information is relevant and/or to be
included in the Rollout Plan.
Note that this outline is meant as general guidance for the format and content of the Rollout Plan.
It does not replace the final regulation order, which takes precedence in all instances; it does not
require the Rollout Plan follow this exact format; it does not specify the levels of analysis or
research the consultant may need to perform to create the content of the plan.
A. Transit Agency Information
1. Transit agency's name (required)
2 Transit agency's mailing address (number, street: city; county_ Zip code)
(recommended)
3 Transit agency's air district(s) (recommended)
4 Transit agency s air basin(s) i,recommended)
5. Total number of buses in ICT -defined Annual Maximum Service (recommended)
6 Population of urbanized area (recommended)
7 Contact information of Transportation Manager (including name; title, phone
number, email) (recommended)
8. Statement that the transit agency is not part of a Joint Zero -Emission Bus Group
(13 CCR § 2023.1(d)(3)) (required).
B. Rollout Plan Generation Information
1. Identify if transit agency's Rollout Plan has a goal of full transition to zero -emission
technologies by 2040 that avoids early retirement of conventional transit buses (13
CCR § 2023.1(d)(1)(A)) (required).
Grapel-ine Zero -Emission Bus Study & Rollout Plan
Exhibit A — Scope of Work
2 Explain how transit agency plans to avoid potential early retirement of conventional
buses in order to meet the 2040 goal; considering the ICT regulation requires
100°/, ZEB purchases in 2029, and that conventional transit buses purchased in
2028 could be delivered in or after 2029 (optional).
3 Identify City of Lodi Council approval date of plan (recommended)
i Rollout Plans approval date (MM/DD/YYYY) (recommended)
il. Resolution number (recommended)
iii. Statement that a copy of the Council approved resolution is attached to the
Rollout Plan, and to be submitted to CARIB (13 CCR § 2023.1(d)(2))
(required).
4 Provide CITY contact information for CARB to follow up on details of the Rollout
Plan, if needed (recommended):
i Contact: name (first and last name)
it. Title
ifr Phone number
iv. Email
5 Identify that consultant created plan (recommended)
i Identify the consulting companYs name (recommended)
G Identify cost for the creation of the Rollout Plan (recommended)
7 Statement of person -hours it took to create the Rollout Plan (recoirunended)
C. Technology Portfolio
1. Identify type(s) of ZEB technologies (e.g. battery electric and fuel cell electric
buses) transit agency is to deploy through 2040 (13 CCR § 2023.1(d)(1)(B))
(required)
D. Current Bus Fleet Composition and Future Bus Purchases
1 Create a table containing current fleet information (recommended) Include:
i Fuel types of each bus
ii Bus type (e g standard or cutaway)
iii Engine Model Year
iv Bus Model Year
v Projected retirement year
vi Any already planned or scheduled purchases. with the above a) through
e)
2. Create a table containing expected future bus purchases (13 CCR §
2023.1(d)(1)(D)) (required). Include:
i. Total Number of bus purchases
ii. Timeline (year) of bus purchases
iii. Number of ZEB purchase, percentage of annual ZEB purchases, ZEB bus
type(s), ZEB fuel type(s)
iv. Number of conventional bus purchases, percentage of annual conventional
bus purchases, conventional bus type(s), conventional fuel type(s).
GrapeLine Zero -Emission Bus Study & Rollout Plan
Exhibit A — Scope of Work 6
v. If applicable, percentage of annual conversion bus purchases, type(s) of
conversion buses, fuel type(s) of conversion buses
vi. Bus types to purchase (e.g. full length, cutaways)
3. Identify if transit agency should consider converting conventional buses in-service
to zero -emission buses (13 CCR § 2023.1(d)(1)(E)) (required).
i. If conventional buses are to be converted, identify (required):
1. Number of ZEB conversions, timeline (year), bus type(s), removed
propulsion system, and new propulsion system.
E. Facilities and Infrastructure Modifications
1. Create a table identifying the names, locations, and main functions of CITY
divisions or facilities (e.g. bus yards, maintenance bays, fueling yards, etc.) that
would be involved in deploying and maintaining ZEBs. (13 CCR § 2023.1(d)(1)(C))
(required).
i. Identify which facilities would require infrastructural upgrades or
modifications to support ZEB deployment. (13 CCR § 2023.1(d)(1)(C)).
(required)
ii. Specify the type(s) of infrastructure planned at each division or facility, and
provide their service capacities (13 CCR § 2023.1(d)(1)(C)). (required).
iii For the table, explain the following (recornmended):
a. Types of necessary upgrades or infrastructure modifications each
facility or division needs
b The specification of each infrastructure in the related facility or
division before and after upgrades or modifications
2. Identify if modifications must be made to bus parking arrangements. Explain the
necessary modifications, and why they are needed (recommended)
i Identify if additional parking spaces are needed, explain why.
3 Identify the propulsion system (i e CNG, BEB, hydrogen fuel cell) of all buses that
will be dispatched from facilities identified in the above table and information (#1-
3) Identify if any facilities are located in NOx-exempt areas (recommended).
4 Identify the electric utility in transit agency s service area, and adjacent service
areas (recommended)
F. Providing Service in Disadvantaged Communities
i. Identify the disadvantaged and low-income communities, per CalEnviroScreen,
located in transit agency's service area (13 CCR § 2023.1 (d)(1)(17)) (required).
i. Describe how the transit agency is planning to deploy zero -emission buses
in disadvantaged communities (13 CCR § 2023.1(d)(1)(F)) (required).
G. Workforce Training
1. Describe the transit agency's plan and schedule for the training of bus operators
and maintenance/repair staff on ZEB technologies (13 CCR § 2023.1(d)(1)(G)).
(required).
2. Complete a Workforce Training schedule with the following information (optional):
L Tirneline (year)
GrapeLine Zero -Emission Bus Study & Rollout Plan
Exhibit A — Scope of Work
ii, Training Program /Class
iii. Purpose of training
iv. Name of Provider
v. Number of Trainees
vi. Trainees positions
vii. Training Hours
viii. Training Frequency
ix. Estimated Costs per Class
H. Potential Funding Sources
1. Identify all potential funding sources the transit agency expects to use to acquire
zero emission technologies (both vehicles and infrastructure) (13 CCR §
2023.1(d)(1)(H)). (required).
2, Complete a Workforce Training schedule with the following information (optional):
i Tirneline (year)
ii. Training Program / Class
iii. PUrpose of training
iv Name of Provider
v Number of Trainees
vi Trainees positions
vii. Training Hours
viii Training Frequency
ix Estimated Costs per Class
Start-up and Scale -up Challenges
1 Describe any major challenges transit agency is currently facing in small scale
zero -emission bus deployment (optional)
i. Describe how CARB may assist in overcoming these challenges, share any
recommendations (optional)
2 Describe any major challenges transit agency is facing in scaling up ZEB
deployment (optional)
i, Describe hove CARB may assist in overcoming these challenges; share any
recommendations (optional)
Prior to Lodi City Council approval of the ZEB Rollout Plan and submission to CARB, consultant
will assist CITY staff in presenting the study findings to the Lodi City Council.
Task 3 Deliverables:
■ Meeting agendas, minutes, and other materials
• Draft ZEB Rollout Plan/Report
• Final ZEB Rollout Plan
• Presentation of findings to Lodi City Council
Grapel-ine Zero -Emission Bus Study & Rollout Plan
Exhibit A — Scope of Work 8
Zero Emission Bus Study &
ICF Rollout Plan
Submitted to:
Submitted by:
Julia Tyack
ICF Incorporated, U.C.
Transportation Manager
980 9th St Suite 1200
City of Lodi Public Works Department
Sacramento, CA 95814
221 W. Pine Street
Lodi, CA 95240
Contact: Fang Yan
Lead Consultant
Phone: 916-210-5906
Fang. Yan(a icf.com
September 27, 2022
This proposal includes data that shall not be disclosed outside the City of Lodi and shall not be duplicated, used, or disclosed—in whole or in
part—for any purpose other than to evaluate this proposal. If, however, a contract is awarded to this offeror as a result of—or in conjunction
with—the submission of these data, City of Lodi shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting
contract. This restriction does not limit the City of Lodi's right to use information contained in these data if It Is obtained from another source
without restriction, The data subject to this restriction are contained in this volume and its appendices and attachments,
Zero Emission Bus Study & Rollout Plan
September 27, 2022
Julia Tyack, Transportation Manager
City of Lodi Public Works Department
221 W. Pine Street
Lodi, CA 95240
September 27, 2022
Subject: ICF Proposal in Response to Request for Proposal (RFP) titled "Zero Emission Bus Study and
Rollout Plan"
Dear Ms. Tyack,
ICF Incorporated, U.C. (ICF) along with our partner Hydrogen Technology and Energy Corporation (HTEC),
collectively "ICF", is pleased to submit our proposal in response to City of Lodi's (CITY) RFP titled "Zero Emission
Bus Study and Rollout Plan." Our team is very well positioned to accomplish the full scope of this project for the
following reasons:
We are a leader in zero -emission technology and charging Infrastructure assessment. In California, our team
has recently completed zero -emission bus (ZEB) rollout plans for three transit agencies: SunLlne Transit, Golden
Empire Transit (GET), and Fresno Area Express (FAX). These plans outline a path for each agency to transition
their bus fleets to zero -emission in accordance with the Innovative Clean Transit (ICT) Regulatlon, The transition
plans were developed collaboratively with the transit agencies to ensure buy -in across departments and to align
with the team moving forward. We have also been leading evaluations of opportunities to deploy zero -emission
medium and heavy-duty (MD/HD) vehicles and infrastructure for various public agencies. Our Team has extensive
knowledge and expertise in MD/HD zero -emission technology and infrastructure, and the ongoing work includes the
San Diego Association of Government (SANDAG) Medium and Heavy-duty Zero Emission Vehicle Blueprint (2022),
and LA Metro Comparative Truck Technology Report (2022).
We have strong experience in design and development of fleet transition and zero -emission infrastructure
development plans. Our team has been closely involved in fleet electrification and infrastructure planning projects
for nearly a decade. To share some examples, ICF is currently supporting the City of Lodi to complete a citywide
Fleet Electrification Master Plan and to meet CARB's Advanced Clean Fleet Regulation, ICF also supported the
City and County of Honolulu with a fleet transition plan (including their transit vehicles) to meet their goal of
achieving 100% renewable fuel use in ground transportation for all City fleets by 2035. We have deep knowledge of
California's transportation landscape, its regulatory and incentive programs, and have a track record of offering
innovative fleet electrification solutions to local government throughout the state.
We have Northern California-based program implementation and technical staff ready to work closely with
CITY staff, collect necessary data, present the plan, and assist with charging and fueling infrastructure deployment
efforts. Our proposed Project Manager, Fang Yan, is available to meet CITY staff and officials as well as fleet and
facility managers in person at CITY offices.
ICF plans to perform the work in this proposal on a Time and Materials basis with a not -to -exceed budget of
$99,913.29. ICF proposes an 8 -month period of performance, from November 15, 2022 to July 1, 2023. We also
acknowledge the receipt of all RFP addenda. We look forward to hearing from you regarding the status of our
proposal and welcome the opportunity for further discussion. Please direct all communications regarding this
proposal to both Joe Moran, Senior Contracts Manager, at (703) 218-2713 or Joe. Moran(rr}ict.com, and Fang Yan,
Project Manager, at (916) 210-5906 or Fang.Yan(dicf.com,
Sincerely,
Joseph C. Moran,
Senior Contracts Manager
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan September 27, 2022
Table of Contents
Tableof Contents............................................................................................................................................................................ 3
SectionI: Executive Summary .......................................................................................................................................................4
Section II: Qualifications and Experience of the Firm.................................................................................................................5
OfferorBackground...................................................................................................................................................................... 5
ExperienceSummary ...................................................................................................................................................................6
SectionIII: Project Approach, Work Plan, and Schedule..........................................................................................................12
Project Understanding.............. ..... ..... ........................ 12
WorkPlan.............................................,.........................................,...,,.,,...,......,......,...............,...........,...............................13
ProjectSchedule........................................................................................................................................................................24
SectionIV: Organization and Staffing........................................................................................................................................25
Team Organization and Staffing Plan...........................................,..............................., ...,............. ....._.............. ......... ... 25
Summaryof Key Staff Qualifications................................................................................................... .............. ... ...... .... 26
SectionV: Fee Proposal...............................................................................................................................................................28
PriceAssumptions ........... ................................................... ................ .... ................................ ... .... 28
High -Level Budget per Task....................................................................................................................................................... 28
Hoursper Labor Category .......................................................................................................................:............................... 29
SectionVI: Staff Resumes...........................................................................................................................................................30
FangYan, PhD, PE....................................................................................................................................................................30
SamPoumazed, PhD, PE............................................................................................................:...........................................32
JeffreyAng-Olson..................................................................................................................................................................... 34
CarrieGiles................................................................................................................................................................................36
RamonMolina Garcia................................................,......,.........,..............,......,,..,.......................;........................................... 38
MaxKaffel..... ......... .........,.,....................................... ........,.................................. ............................... 39
DrewTurro, MPP.......................................................................................................................................................................41
JeffGrant...................................................................................................................................................................................43
CleoneRobinson........................................................................................................................................................................47
TylerDickens............................................................................................................................................................................49
SectionVII: Certificates of Insurance.........................................................................................................................................51
Section VIII: Exceptions and Proposed Changes to the City's Standard Form Agreement..................................................56
SectionIX: References (Form 1) .................................................................................................................................................58
Section IX: Acknowledgement of Addenda (Form 2)................................................................................................................ 61
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Section I: Executive Summary
September 27, 2022
In 2018, the California Air Resources Board (CARB) ZEB Purchase Schedule
adopted the Innovative Clean Transit (ICT) regulation Total
which requires all public transit agencies to gradually Year Large Transit Small Transit
transition to a 100 -percent zero -emission bus fleet and 2023 25% -
encourages them to provide innovative first and last -mile 2024 25% -
connectivity and improved mobility for transit riders. 2025 25%
Specifically, beginning in 2029, the regulation requires
100% of new purchases by transit agencies to be Zero 2026 50% 25%
Emission Buses (ZEBs), with a goal for full transition by 2027 50% 25%
2040. The regulation applies to all transit agencies that 2028 50% 25%
own, operate, or lease buses with a gross vehicle weight 2029+ 100% 100%
rating (GVWR) greater than 14,000 lbs, It includes
standard, articulated, over -the -road, double-decker, and cutaway buses. In addition to the purchase requirements,
the ICT also requires each transit agency to submit a complete Zero -Emission Bus Rollout Plan (Rollout Plan),
approved by its governing body, showing how it plans to achieve a full transition to ZEBs. The intent of the Rollout
Plans is for the transit agencies to undergo a careful planning before the purchase requirements of ICT begin, This
is to ensure that the vehicle procurement, infrastructure build out, and fuel cost management are all coordinated
within the agency and the most effective and technologically feasible solutions are selected. While large transit
agencies should have submitted their governing body approved Rollout Plan by July 1, 2020; small transit agencies
have until July 1, 2023 to submit these plans.
The City of Lodi (CITY) currently provides transit services, known as GrapeLine, within its boundaries and limited
adjacent areas in northern San Joaquin County. Under the iCT's definition of large and small transit agencies, the
CITY's transit service is considered as "small transit agency" and therefore, it is obligated to submit a Rollout Plan
by July 1, 2023. This project is intended to develop a comprehensive system wide analysis of ZEB transitional
needs that include an assessment of zero -emission technology options (i.e,, battery electric vs. hydrogen fuel cell),
relevant infrastructure requirements (e.g., charging or fueling), cost estimates, and timeline planning. As part of this
project, a robust financial impacts analysis will be conducted to examine the differences in capital & operating
expenses (CAPEX/OPEX) of ZEB technologies versus current fleet technology as well as their associated
infrastructure. These analyses will assist in development of the most cost-effective and operationally viable
approach to a ZEB fleet, and will inform the capital improvements, infrastructural needs, and purchasing strategies
that the City shall consider when transitioning its GrapeLine service to zero -emission technologies, The findings
from this study will be summarized in a Zero -Emission Bus Rollout Plan that fully meets CARB's ICT regulatory
requirements and will be ready for submission to CARB by July 1, 2023.
ICF Incorporated, L.L.C, (ICF) along with our partner Hydrogen Technology and Energy Corporation (HTEC),
formerly ZEN, has proposed a team with the requisite knowledge and experience to complete the full scope of this
project. Our team offers a track record of successful completion of ZEB Rollout Plans for various transit agencies,
as well as fleet transition projects for local governments, air districts, metropolitan planning organizations (MPOs),
and states. Throughout these projects, our team provided end-to-end technical assistance and worked hand-in-
hand with public agencies to achieve their transportation decarbonization goals, We have a deep understanding of
fleet electrification challenges, local teams ready to engage with fleets, and proprietary tools that enable us to
efficiently design a tailored transition plan. In California, we have been closely involved in fleet electrification and
infrastructure planning projects for nearly a decade. For example, HTEC has recently completed ZEB rollout plans
for three transit agencies in California: SunLine Transit, Golden Empire Transit (GET), and Fresno Area Express
(FAX). While SunLine's plan calls for a complete transition to ZEBs by 2035, GET and FAX's plans are designed for
completion in 2040. Each plan incorporates a mix of battery electric and fuel cell electric buses that ensure the
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
September 27, 2022
agencies will be able to maintain their current level of service while minimizing the transition cost. ICF has also
helped Los Angeles Metro develop a strategy to guide the deployment of more than 3,500 Level 2 charging stations
by 2028 to support Metro employees that drive to work, its non -revenue fleet, and Metro transit riders. ICF is
currently supporting the San Diego Association of Government (SANDAG) to develop a medium- and heavy-duty
zero -emission vehicle blueprint that guides the transition of freight and transit vehicles to zero- emission technology
and highlights the challenges related to technology readiness, infrastructure availability, and cost. Aside from our
experience, our project manager, Fang Yan was one of the lead staff that developed the ICT regulation back in
2018. She led the technology and cost assessment of the regulation along with writing up a significant part of the
regulatory language, She has deep knowledge of transit operation, market readiness of ZEB technology, and
regulatory requirements of ICT specific to Rollout Plan,
We believe that to successfully complete the project scope, our team will need to "hit the ground running" with staff
who bring best practice approaches, methods, and tools, together with a detailed understanding of CITY's transit
operation, technology readiness, infrastructure planning, make-ready, and funding opportunities. The expertise and
past performance of our team provide assurance that ICF can develop a Zero Emission Bus Study and Rollout Plan
that fully supports the CITY'S objectives and meet California's ICT regulatory requirements.
Section II: Qualifications and Experience of the Firm
This section provides an overview of ICF, describes our past project experience that is most relevant to this project,
and presents multiple references for projects similar to this one conducted over the past five years,
Offeror Background
ICF is a global consulting firm internationally recognized for tackling some of the biggest
challenges facing our society, with strong expertise in the fields of transportation and
climate change. Since 1969, ICF has been serving government at all levels, major IIIIIIIIIIIIIIIIIIII�
corporations, and multilateral institutions. With more than 75 offices and approximately
8,000 employees worldwide, ICF brings deep domain expertise, problem- solving ' CF
capabilities, and a result -driven approach to deliver strategic value across the lifecycle of client
programs, ICF is recognized for creative solutions to the transportation policy, planning, programming challenges
faced by public agency decision -makers.
Our strategic partner on this project is Hydrogen Technology and Energy
Corporation (HTEC). In March 2022, HTEC acquired Zen and the Art of Clean
Energy Solutions (Zen), a consulting firm specializing in hydrogen and fuel cells and WHTEC
zero -emission transportation. HTEC has four main business platforms: Clean Fuels, FUELING THE DRIVE TO HYDROGEN
Stations & Distribution, Transportation Solutions, and Technology Solutions. The
Modelling and Analysis department, within Transportation Solutions, specializes in zero -emission transportation,
and has extensive knowledge and experience in developing comprehensive fleet transition plans for clients across
North America. The team has developed a proprietary kinetic model which accurately predicts the performance of
battery electric and fuel cell electric buses on existing bus routes based on terrain and operational data, HTEC's
modelling capabilities and deep understanding of zero -emission technologies help guide clients in deploying zero
emission buses, fueling infrastructure, and supporting facilities.
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan September 27, 2022
The combination of expertise within ICF and HTEC creates an ideal team for this project. The team that we are
proposing for this project includes technology, markets, and policy experts in alternative fuels and advanced vehicle
technologies, including electric and hydrogen Exhibit f. ICFs Fleet Electrification Client Portfolio
powered vehicles and associated infrastructure, and (Number ofReetsPorwhich 1CFhesconducted flestelechllkatlonstudies
have strong expertise in building fleet transition Commercial, e
solutions that are tailored around the client specific
needs. Both ICF and HTEC have supported many s„►ii s' ..
local agencies in California and nationwide with their Utility,3
fleet transition plans including transit buses, medium
and heavy-duty vehicles, as well as their light duty r - State, s
fleet. This includes fleet transition planning for the r NJ
Federal, t
Fresno Area Express, Golden Empire Transit, and Tribal Organization, I
SunLine Transit in California, Mass Transportation
Authority in Flint, Michigan, as well as Brockton Area Transit and Merrimack Valley Regional Transit Authority in
Massachusetts. Additionally, ICF is currently supporting the CITY to complete a citywide Fleet Electrification Master
Plan and to assist the CITY with meeting CARB's upcoming Advanced Clean Fleet Regulation. Some of these
project experiences are described in further detail in this section. The chart in Exhibit 1 illustrates our diverse and
extensive portfolio related to fleet electrification efforts across the nation,
Experience Summary
The Scope of Work in the CITY's RFP is ambitious and will require strong capabilities in a variety of different
elements of fleet transition strategies, infrastructure planning, and funding and financing solution. Our team is
unique in that we provide deep and proven expertise in understanding zero -emission technology status (both
battery electric as well as fuel cell electric), market readiness, collection and analysis of fleet operational
characteristics and duty cycles (including route analysis), assessment of charging and fueling infrastructure needs,
and capital improvements needed by transit agencies on their path to meet the regulatory obligations of the ICT.
Our team capabilities in fleet electrification results from our work for numerous clients including cities, counties,
MPOs, and transit agencies (e.g., Santa Clara County, Solano County, Los Angeles Metro, Los Angeles County,
Sonoma County, Tahoe Regional Planning Agency, FAX, GET, Sunline Transit) for more than a decade, We also
have extensive experience working with electric utilities to support community -wide transportation electrification. For
example, through National Grid's Fleet Advisory Services Program, our team has been engaging with 100 public
fleets, including various transit agencies, in Massachusetts. The objectives of these fleet assessment programs are
to collect vehicle inventory data and provide fleet reports with specific recommendations for vehicle replacements,
as well as associated environmental and financial impacts, The programs also seek to educate these fleets on the
financial and environmental benefits of fleet electrification, focusing on the unique challenges and opportunities that
face fleet managers and decision makers.
Through this extensive experience, we have learned that each fleet assessment is unique, and an automated
process will not be able to thoroughly address the challenges for full transition of the CITY's transit fleet. At the
same time, our experience has also taught us which best practices exist and how they can be transferable. The
CITY will need a dynamic team that understands the local fleet landscape, regulatory requirements, and is ready to
meet with fleet managers to fully understand their operations, facility layouts, and unique challenges during fleet
transition and infrastructure deployment, ICF's team is well prepared to support the CITY with these efforts, and we
will leverage our experience to:
■ Determine the most cost-effective and operationally viable approach to transition to a ZEB fleet
■ Determine the corresponding capital improvements, and Infrastructural needs
• Determine a sustainable ZEB implementation & purchasing strategy, which can be summarized into a
CARB ICT -compliant Zero Emissions Rollout Plan,
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan September 27, 2022
Project Examples
The following are examples of work performed by ICF and HTEC in the last five years that best characterizes the
work quality and expertise the CITY can expect our team to apply to the tasks in the RFP.
Fresno Area Express ICT ZEB Study and Rollout Plan
Start: 0312020 End: 11/2020
Name of Client: Fresno Area Express (FAX) Client's PM: Brian Barr, Assistant Director
Email: B.barr fresno,gov Telephone Number: 559.621.1418
Work Performed: HTEC (formerly Zen) was a subcontractor to the Leflore Group (project
coordinators) and acted as technical lead to develop a zero -emission bus plan for Fresno
Area Express (FAX), a central California public transit agency. HTEC conducted all
technical analysis and wrote the final transition plan while the Leflore Group coordinated
16-A
with FAX and provided insight into procurement policies. The plan provided a
ut Ptan comprehensive roadmap to meet the Innovative Clean Transit (ICT) requirement of fully
transitioning to a zero -emission bus fleet by 2040. The project scope included identifying
route and operational constraints, siting electrical charging and hydrogen fueling
infrastructure, projecting transition costs, and identifying and applying for government grants to support purchasing
and upgrade costs. Project deliverables included filing a board approved ICT Plan to California Air Resources Board
and delivering a more comprehensive transition plan to FAX identifying near term steps on the transition pathway.
Total Amount Invoiced: $158,000.
Golden Empire Transit ICT ZEB Study and Rollout Plan
supHs Start: 0412020 End: 11/2020
Name of Client: Golden Empire Transit (GET) Client's PM: Deidre Brown, C00
Email: dbrown metbus.oro Telephone Number: 661,324,7874
Work Performed: HTEC (formerly Zen) was a subcontractor to the Leflore Group (project
coordinators) and acted as technical lead to develop a zero -emission bus plan for Golden
Empire Transit (GET), located in Kern County. HTEC conducted all technical analysis and
PA wrote the final transition plan while the Leflore Group coordinated with FAX and provided
insight into procurement policies The plan provided a comprehensive roadmap to meet the
ICT requirement of fully transitioning to a zero -emission bus fleet by 2040. To achieve this,
HTEC completed a comprehensive analysis of the agency's fixed route and paratransit
fleet composition, daily operational schedule, and site layouts. Key constraints such as Infrastructure siting, bus
operational range requirements, and available funding were considered in developing an ideal zero -emission
transition plan. HTEC leveraged its industry contacts from electric charging and hydrogen infrastructure suppliers to
cost and size the support equipment and performed a techno-economic analysis to determine projected annual
capital and operational expenditures to guide the agency's long-range transit planning and budget allocations. Project
deliverables included filing a board -approved ICT Plan to CARB and delivering more comprehensive transition plans
to the agencies identifying near-term steps on the transition pathway, Total Amount Invoiced: $158,000.
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
SunLine Transit ZEB & H2 Infrastructure Deployment and Rollout Plan
September 27, 2022
Start: 06/2017 End: 03/2021
Name of Client: SunLine Transit Agency (SunLine) Client's PM: Lauren Skiver, CEO
Email: lskiverC7a sunline.org Telephone Number: 760.343.3456
Work Performed: HTEC (formerly Zen) acted as owner's representative, project manager,
and technical lead to develop a zero -emission bus plan and manage and deploy a $17
million project for SunLine Transit Agency (SunLine), funded by CARB, involving the
deployment of a 900 kg-H2/day PEM electrolyzer H2 Station and 5 New Flyer FCEBs. The
project included a 1 -year demonstration of the fleet and hydrogen infrastructure, where
HTEC collected and analyzed performance data and monthly tailored key performance
indicators,
HTEC used lessons learned from the project and key performance indicators to develop a zero -emission transition
plan for SunLine to fully transition their fleet in accordance with CARB's ICT regulation requirements. The long-range
transition plan included route energy modelling, infrastructure constraints analysis, evaluation of zero -emission buses
and supporting infrastructure technologies, techno-economic modelling to develop an optimized path for SunLine,
and a synthesized roadmap and transition plan. HTEC also developed a near-term funding priority list and has
helped SunLine apply for various voucher programs and competitive grant solicitations.
Total Amount Invoiced: $670,493
National Grid Massachusetts Fleet Advisory Services Program
Start: 09/2020 End: 09/2024
Name of Client: National Grid Massachusetts Client's PM: Sejal Shah, Senior Manager
Email: seial.shah(anationalorid.com Telephone Number: 781.250.9084
Work Performed: ICF is supporting National Grid to Seethe Difference
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engage 100 public fleets including four transit agencies EVs Can Make
Custom Analysis
in Massachusetts to evaluate the real opportunities for.
vehicle electrification; educate these fleets on the
financial and environmental benefits of fleet
electrification, focusing on the unique challenges and p
opportunities that face municipal and bus fleet managers
and decision makers; and maintain relationships with the --
fleet customers to provide information, refine their fleet
electrification analysis, and assist in overcoming Benefits of Using EVs
technical and logistical barriers to EV deployment, " "
Throughout the life of the program, participating fleets
receive annual report refreshes, which will include newY7
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EV models and new additional funding sources as they
become available. The program also serves as a channel to distribute National Grid incentives through its EV
Charging Station Program. More information available at: https:f/fleetadviscrvma,nationalgdd.coml,
Budget:
$2,000,000 (Not -to -Exceed)
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
September 27, 2022
Electric Vehicle Charging Infrastructure Implementation Plan, Los Angeles County
Metropolitan Transportation Authority (Metro)
Start: 03/2018 End: 03/2019
40 Plush indcc Mon% Name of Client: Los Angeles Metro Client's PM: Andrew Quinn
Email: quinna(ad)metro.net Telephone Number: 213.418.320
Work Performed: Los Angeles Metro turned to ICF to lead the development of its Electric
Vehicle Charging Infrastructure Implementation Plan. ICF helped Metro develop a clear and
robust strategy to guide the deployment of more than 3,500 Level 2 charging stations by
° 2028 to support Metro employees that drive to work, Its non -revenue fleet, and Metro transit
m
riders. ICF developed Metro's vision statement and guiding principles for the Initiative -
emphasizing a positive consumer experience, aligning with Metro's sustainability objectives,
allocating resources efficiently, and integrating with other stakeholder initiatives. The Plan addresses program
design, timelines, potential costs and cost offsets, staffing and competency requirements, program impacts and
implementation strategies. To ensure effective and efficient execution of the plan, ICF identified and aligned roles
and responsibilities across Metro departments including Environmental Compliance and Sustainability, Procurement,
Non -Revenue Fleet, Facility Maintenance, Parking Management, Grants, Marketing, and Countywide Planning. ICF
developed a plan to engage strategic partners like utilities, third party service providers, and other public agencies.
ICF also developed a detailed outreach plan for transit riders and Metro employees, to communicate the benefits of
EVs and EV charging. Finally, ICF developed a novel tool for EV charging infrastructure siting analysis to help deploy
EV charging as cost-effectively as possible by considering areas of likely high demand for charging.' Total Amount
Invoiced: $155,000
Driving to Net Zero, Santa Clara County
Start: 07/2020 End: 08/2021
Municipal Clean Fleel Plannlnp Name of Client: County of Santa Clara Client's PM: Kevin Armstrong
Gu Wano
Email: kevin.armstronq(c)ceo.sccgov.orq Telephone Number: 408.993,4761
Work Performed: ICF supported the County of Santa Clara, California in developing a
:. plan to increase Zero Emission Vehicle (ZEV) market penetration throughout the county.
The plan includes a focus on siting charging infrastructure, training materials for local
government officials, a clean fleets tool for municipal fleets in the county, and a targeted
outreach campaign. ICF conducted a charging infrastructure siting analysis to assess the
areas in Santa Clara County that are most likely to experience increased demand for EV
® NP charging (see figure below), Our team analyzed key EV ownership indicators and regional
travel patterns to identify areas where the deployment of chargers will likely be the most
cost effective. To provide guidance to local government staff, we developed a compendium of best practices for EV
readiness that outlines key recommendations for building and zoning codes, permitting, regional planning, and fleet
deployments. ICF also conducted a consumer survey of County residents that will help to inform our outreach and
education strategy. We created tailored training materials for local governments on fleet implementation and
permitting. Throughout the project, our team led the stakeholder coordination process to engage regional cities in the
plan development and better understand and address the local barriers and opportunities to ZEV adoption. Total
Amount Invoiced: $450,000
' Available online at: htlps:llecosystems.azurewebsites.neULA_Metro/ev_charging/default,aspx
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Zero Emission Bus Study & Rollout Plan September 27, 2022
Clean Truck Technology Comparative Report
Start: 05/2022 End:10/2022
Name of Client: LA Metro Client's PM: Akiko Yamagami
Email: vamagamiaftmelro.nel Telephone Number: 213.547.4305
Work Performed: ICF is supporting the LA Metro in developing a Clean Truck
X11 Technology Comparative Report which compares four types of vehicle technologies
(i.e., diesel, hydrogen, battery electric, and natural gas), over immediate, short-,
medium-, and long -terms, on market maturity, infrastructure and energy supply
readiness and needs, cost of ownership, emissions and public health impacts, and
barriers to adoption. As part of this report, ICF will also provide insights on the level of
0 Metro naF technology transformation needed for LA Metro to meet its public health and climate
goals, as well as the scale of fueling and charging infrastructure build out to support this
transition. ICF will develop the report so it can serve as technology and Infrastructure guidance to inform decision-
making among policymakers and Metro staff. Both the Port of LA and Long Beach are serving as key peer reviewers
of this study. Total Amount Invoiced: $178,000
SANDAG Medium and Heavy Duty Zero Emission Vehicle Blueprint
Start: 05/2022 End: 3/2024
Name of Client: San Diego Association of Governments (SANDAG)
Client's PM: Jeff Hoyos Email: "eff.hoyos@sandag.org
Telephone Number: 619.699.1932
Work Performed: ICF is supporting SANDAG to develop a medium- and heavy-duty
zero emission vehicle blueprint that guides the transition of freight and transit vehicles
to zero emission technology and highlights the challenges related to technology
readiness, infrastructure availability, and cost. In development of this blueprint, ICF is conducting a thorough
research and analysis effort on the policy landscape surrounding zero emission MD/HD vehicles, market readiness,
infrastructure needs, technology and infrastructure gaps, and criteria for infrastructure siting. As part of this work, ICF
will also conduct a comprehensive outreach and stakeholder engagement to solicit inputs from various stakeholders
including communities, state and local agencies, industry, and environmental groups to inform the development of
the plan. In developing the Blueprint, ICF will also outline the MD/HD ZEV goals that the region needs to meet over
the next two decades and will include a comprehensive list of near- and long-term strategies, including funding
opportunities, to overcome the barriers in deployment of MD/HD ZEVs and help the region to achieve its goals.
Budget (Not -to -Exceed): $163,000.
Determining Vehicle Attributes and Infrastructure Cost for Medium- and Heavy -Duty
Vehicle Technologies
Start: 2021 End: 3/2022
Name of Client: California Energy Commission Client's PM: Quentin Gee
Email: Quentin.Geeftenergy.ca.gov Telephone Number: 916.654.3837
Medium- &Heavy-DutyVehlale Work Performed: ICF assisted the California Energy Commissions (CEC) to
Attribute Analysis determine the vehicle attributes including fuel efficiency, range, vehicle cost,
waaanwa,baixua6 maintenance cost, and infrastructure cost for various medium- and heavy-duty
(MD/HD) technologies such as diesel, low NOx natural gas, electric, and hydrogen.
M ^-• °~m Aside from analysis of historical data, ICF also provided CEC with projected vehicle
and infrastructure attributes for hydrogen and battery electric MD/HD vehicles. As
SCF part of this project, ICF also analyzed cost data from 244 projects funded through the
California Electric Vehicle Infrastructure Project (CALeVIP) to deploy more than 500
Level 2 chargers with charging capacities ranging from 7 to 10 kW and approximately 300 DC fast chargers with
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Zero Emission Bus Study & Rollout Plan
September 27, 2022
charging capacities ranging from 50 to 63 kW. The outcome of this project was a comprehensive list of attributes that
CEC can use in their energy demand forecasting models for updating the Integrated Energy Policy Report (IEPR),
More details on charging infrastructure assessment can be found at this link. Total Amount Invoiced: $125,000
City of Honolulu Capital Fleet Transition Plan
CPTY OF KGROLULH
CAPITAL FLEET
TRANSITION PLAN
final repoh
ILIIVE20
Start: 0712020
End: 08/2021
Name of Client: City of Honolulu Client's PM: Nicola Hedge
Email: nicola.hedpe(@hcnoluiu.nov Telephone Number: 808.768.2273
Work Performed: ICF supported the City and County of Honolulu in developing a
fleet transition plan to meet their goal of achieving 100% renewable fuel use in
ground transportation for all City fleets by 2035. To do this, ICF collected data on
and assessed all of Honolulu's existing fleet vehicles, identified which vehicles are
suitable for replacement with EVs, identified appropriate and cost-effective EV
equivalent makes and models, conducted driver interviews to understand the
nuance of vehicle operations, estimated the costs of Citywide fleet transition by
department, developed a recommended phased vehicle replacement timeline, and
estimated the emissions benefits under replacement scenarios. ICF assessed the
site -level and distribution grid -level impacts of installing the charging infrastructure
needed to support the client's EV rollout. ICF obtained data on existing power capacity at EV dwell sites. ICF also
estimated the number, type, and power level of charging infrastructure needed under different scenarios to support
EV implementation and estimated the cost implications of this infrastructure development. Total Amount Invoiced:
$150,000.
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Zero Emission Bus Study & Rollout Plan
Section III: Project Approach, Work Plan, and Schedule
Project Understanding
September 27, 2022
The City of Lodi (CITY) operates the Lodi GrapeLine local transit services within its boundaries and limited adjacent
areas. The GrapeLine, a fixed route transit service, consists of five weekday regular routes, three weekday express
routes, and four weekend regular routes, operating within approximately 19 square miles, According to the RFP, in
FY21122, the GrapeLine (fixed route, demand response, and ADA paratransit services) provided ridership to almost
160,000 passengers and with an annual Vehicle Revenue Miles (VRM) of 275,220 miles. According to National
Transit Database (NTD), in 2020 GrapeLine expended a total operating funds of more than $3.5 million along with
capital fund of more than $1.4 million. According to Attachment 2 of the Exhibit A of the RFP, currently the
GrapeLine operates a total of 26 CNG powered vehicles (seven Class 8 transit buses, and 19 cutaways) of model
years 2012 through 2019. The city currently plans to replace six (6) of the 2012 Class 8 transit buses and thirteen
(13) of the 2014 cutaways with brand new CNG models.
In 2018, CARB adopted the ICT regulation which requires the public transit agencies to gradually transition to a
100 -percent zero -emission bus fleet and encourages them to provide innovative first and last -mile connectivity and
improved mobility for transit riders. Specifically, beginning in 2029, the regulation requires 100% of new purchases
by transit agencies to be ZEB with a goal for full transition by 2040. The regulation applies to all transit agencies
that own, operate, or lease buses with a gross vehicle weight rating (GVWR) greater than 14,000 lbs. It includes
standard, articulated, over -the -road, double-decker, and cutaway buses. In addition to the purchase requirements,
the ICT also requires each transit agency to submit a complete Zero -Emission Bus (ZEB) Rollout Plan, approved by
its governing body, showing how it plans to achieve a full transition to ZEBs. The intent of the Rollout Plans is for
the transit agencies to undergo a careful planning before the purchase requirements of ICT begin, This is to ensure
that the vehicle procurement, infrastructure build out, and fuel cost management are all coordinated within the
agency and the most effective and technologically feasible solutions are selected. While large transit agencies
should have submitted their governing body approved Rollout Plan by July 1, 2020; small transit agencies have until
July 1, 2023 to submit these plans.
In response to the regulatory requirements of the ICT regulation, the CITY plans to conduct a comprehensive
system wide analysis of Zero -Emission Bus (ZEB) transitional needs to determine the most cost-effective and
operationally viable approach to a ZEB fleet; and decide on the capital improvement and infrastructure buildout that
the CITY shall consider as it plans for this transition. ICF has proposed a team with the requisite knowledge and
experience to complete the full scope of this project.
As part of this project, our team will first conduct an implementation analysis for ZEB deployment, per CARB ICT
regulations. Such assessment will include a comprehensive market assessment of available ZEB technologies and
infrastructure including their capital costs and operational characteristics, and development of a phasing plan for
infrastructure improvements and vehicle procurement and purchasing plan to meet CARB deadlines. In conducting
the implementation analysis, ICF will collect both fleet and operational data (beyond those provided through RFP
package) and will utilize those to determine the most cost effective zero -emission technology and infrastructure
options that the CITY could consider as it transitions its fleet to zero -emission technology over the next 18 years.
Aside from the cost effectiveness, the implementation analysis will also factor in transit -specific considerations such
as bus route scheduling needs, range limitations, CITY's electrical capacity, space constraints, workforce training
requirements, and other potential operational barriers. Next, we will conduct a comprehensive financial analysis that
compares capital, operation, and lifetime costs (both current and projected costs) of ZEBs versus their counterpart
internal combustion engine (ICE) buses. As part of this financial assessment, ICF will provide financing and funding
solutions that could be leveraged to reduce the cost of transition to ZEBs including the cost of the vehicles,
infrastructure, and facility modifications (e.g., site and grid level upgrades, right-of-way and land acquisitions).
Workforce development is also a key factor to successful implementation of zero -emission fleet transition plans. As
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Zero Emission Bus Study & Rollout Plan
September 27, 2022
part of this study, we will describe the existing trainings and the requirements for its operators, and maintenance
team. We will also describe the steps that the CITY can take to prepare its workforce for transition to ZEBs,
Following the completion of these analyses, our team will summarize its finding into a ZEB Rollout Plan to meet the
regulatory requirements established under CARB's ICT regulation. More details on our approach to tackle each of
these tasks are provided in the following section.
Work Plan
This section presents our proposed work plan, covering the key elements described in the RFP Scope of Work. We
have proposed a sequence of activities that differs slightly from the RFP in some regards in order to complete the
scope in what we feel is the most logical and efficient manner. The estimated cost for each task is featured in
Section V: Fee Proposal,
Task 1: Project Management & Initiation
Task 1 covers the project management activities that will span the entire contract. Our team will begin the project by
holding a kick-off meeting with key members of the ICF/HTEC team (including representatives from the ICF team
who are working on the ongoing Citywide Fleet Electrification Master Plan) and CITY staff which includes Public
Works (Transit Division, Engineering, & Fleet Services), Lodi Electric Utility (LEU), and Transdev (transit operations
contractor). Working with CITY staff, ICF will prepare the meeting agenda, facilitate the meeting, and distribute
notes after the meeting, ICF will also work with CITY staff to refine goals & objectives, timelines & deliverables, and
study components. As part of the project initiation, ICF will identify a list of data which reflects CITY's existing
conditions (details provided in Task 2.1) which will serve as the foundation for study comparisons and analyses.
ICF will capture notes from the kickoff meeting, and coordinate with CITY to schedule regular check-in meetings
either virtually, or in-person, which will include the presentation of progress on project tasks and key findings. ICF
will also submit written progress reports with monthly invoices. Throughout the contract, Fang Yan, ICF's Project
Manager, will be available to conduct site visits and assessments at CITY facilities. Our project manager will also
ensure that ICF's deliverables including the comprehensive implementation planning for the transit fleet, financial
analysis, and the zero -emission bus rollout plan (for submission to CARB) to meet the CITY's needs and
requirements. Fang Yan and Sam Pournazeri (our deputy project manager) are based in ICF's Sacramento office.
Both will be also available to CITY staff, officials, and fleet managers on-site for key presentations, meetings, and
briefings.
Task 1 Deliverables:
• Project kickoff meeting agenda and notes
• Project management plan
• Regular check-in meetings with CITY
• Check-in meeting minutes
Task 2: Transition Planning and Implementation Analysis
Task 2.1: Data and Information Collection of Existing Conditions
Vehicle Fleet & Operation
In Task 2.1, ICF will work with Public Works and TransDev to collect data on the existing conditions of CITY transit
vehicle fleet and its operation. As a first step to develop a bus rollout plan, ICF will establish a baseline of the
existing fleet and scheduled bus procurement, operation and maintenance, as well routes and schedule, We will
provide a data request form outlining specific information to be collected. To establish the baseline, the data
collection at vehicle -by -vehicle level includes the followings:
Fleet Characteristics
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Zero Emission Bus Study & Rollout Plan
■ Vehicle type (e.g., standard bus or cutaway)
• Vehicle fuel type and engine
■ Make, model, GVWR, length, seating capacity
• Model year, in-service year
• Average daily mileage
• Fuel refueling log
September 27 2022
• Time & frequency of use
• Modes of service (e.g,, fixed route or demand response)
• Current odometer reading
• Expected lifetime and planned replacement year
• Funding sources
In addition to fleet vehicle inventory, ICF will also collect data about operation and maintenance:
Operation and Maintenance
• Fuel economy Maintenance log (e.g., repair schedule and cost by labor and parts)
• Fuel contract and cost Midlife/major overhauls and timeline
To make technology assessment and identify ZEB types to transition to, ICF will establish a database of the transit
agency's existing service and operations:
Bus Routes and Schedule
• Latest General Transit Feed Specification (GTFS)
• Trips that are not in-service (e.g,, deadheads)
• Typical trip starting and ending points (e.g., parking
facility, transition locations between in-service trips
to complete a block operation)
• Bus dispatch log
• Annual maximum service
• Route type (e.g., local, rapid, or express)
In addition to the above data request, ICF will interview fleet managers and a sample of drivers to obtain insights
into the typical range of operating conditions for the vehicles, which may not be available or obvious within the data
provided, as well as to better understand future fleet needs. The scheduled fleet replacement and procurement,
vehicle delivery time, as well as grant awarded status and schedule will be covered during the interview with fleet
managers. ICF will interview a fleet manager and up to two drivers for a maximum of three interviews.
Facilily and Infrastructure
In addition to establishing a baseline of vehicle data, ICF will also collect data to establish a baseline of CITY's
existing facility and infrastructure conditions, including maintenance facility, transit center, depot yard, fuel and
charging stations, To do this, we will rely on information provided by the CITY, ICF will then make site visits of CITY
facilities to check landscapes, and work with CITY to confirm key information of owned or leased facilities such as:
Depot Yard
• Location(s)
• Service capacity of vehicles
• Size of the depot
• Layout of the depot
• Fueling and charging stations
Asset ownership (owned, leased)
• Electrical capacity
• Utility tariff
Maintenance Facility
• Location(s)
• Number of maintenance bays
■ Service capacity of vehicles
• Bus wash lanes
Transit Center
• Location(s)
• Size and layout
• Electrical capacity
To complete the charging infrastructure baseline, we propose to also collect data on site -level and grid -level
electrical equipment to understand the current capacity of the equipment for power delivery. To obtain data on site -
level electrical equipment, ICF will coordinate with CITY and identify the proper points of contact, such as facility
managers, building managers, and/or engineers that can provide us with capacity data on the electrical equipment
at each site. To obtain data on grid -level equipment, ICF will coordinate with Lodi Electric Utility (LEU) to obtain
data on key distribution equipment that services each site that currently houses charging equipment, such as
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Zero Emission Bus Study & Rollout Plan
September 27, 2022
transformers, feeders, and conductors. While ICF will work with LEU to determine the best approach to efficiently
and cost-effectively obtaining this data, ICF expects that such data may be available by cross-referencing site -level
meter numbers with equipment which serves each meter. Considering that ICF will be conducting a site -level and
grid -level capacity analysis as part of the CITY's Fleet Electrification Master Plan, we will make sure that both of
these assessments are well -coordinated,
Existing and Upcoming Plans
To better integrate the bus rollout plan with other existing and upcoming plans from the CITY, ICF will coordinate
with CITY and other departments to understand the development and guidance of the transit program in Short -
Range Transit Plan (SRTP), and also collaborate within ICF staff internally on the citywide Fleet Electrification
Master Plan
Lastly, ICF will work with CITY to obtain information about staff resources to have a better understanding of the
organization structure, as well as staffs existing experience and knowledge of ZEB operation and maintenance,
This will serve as a baseline for preparing the workforce training guidance which is a required element of the ICT's
Rollout Plan,
Task 2.1 Deliverables
• Data request forms provided to CITY, Public Works, TransDev and LEU staff to solicit relevant data
Task 2.2: Analyze Bus Fleet, Assess Technology, and Develop ZEB Replacement Schedule
ICF will use data collected in Task 2.1 and will leverage its proprietary Fleet Assessment Model to analyze CITY's
bus fleet vehicles, characterize their operations, and develop tailored recommendations for the transition to ZEBs,
ICF's Fleet Assessment Model is a robust tool that has been developed and refined over time through use with
multiple government, utility, and fleet clients. It leverages a comprehensive and regularly updated database ZEV
model availability, specifications, operating capabilities, and costs to deliver highly tailored fleet transition
recommendations, Originally developed for our partnership with National Grid's Fleet Advisory Program in
Massachusetts, ICF has continued to improve the fleet model and its supporting data to support over 50 other
clients, such as the Mass Transportation Authority in Flint, Michigan, as well as Brockton Area Transit and
Merrimack Valley Regional Transit Authority in Massachusetts. Section II provides more details on ICF's experience
with fleet transition and charging/fueling infrastructure planning.
Factoring in important transit -specific considerations such as bus route scheduling needs, range limitations, city site
assessments, and other operational barriers, ICF will also identify the lowest -cost replacement options that fit these
criteria. ICF will use its model to deliver key recommendations on a vehicle -by -vehicle level and at a fleet level.
Outputs of the model will include the following:
• Identification of ZEB technology type, e.g, battery electric or fuel cell electric buses
• Recommended ZEB replacement makes and models
• Upfront and operational cost differentials from the existing ICE vehicles
• Total cost of ownership across the lifetime of vehicles (upfront, operational, and lifetime costs including both
vehicles and infrastructure)
■ Estimated emissions reductions from ZEB replacements (i,e,, benefits)
• Estimated total cost of fleet transition
• A recommended phased bus replacement and procurement schedule
When developing the bus replacement schedule, ICF will consider the site -level and grid -level capacity constraints
for supporting battery electric buses. For example, in our experience with developing the ZEB Rollout Plan for
Fresno Area Express (FAX), we realized that expanding past the existing distribution line capacity may require FAX
to purchase and construct a substation, which is estimated to cost in the order of $5 - $10 million. This was deemed
cost prohibitive and therefore, we recommended a final fleet composition that was mixture of battery electric buses
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Zero Emission Bus Study & Rollout Plan September 27, 2022
and fuel cell electric buses. The exact mix was determined to ensure the current level of service will be maintained
while minimizing cost.
In development of the transition plan, ICF will factor in CARB's Innovative Clean Transit (ICT) regulation, which
requires small transit agencies to have at least 25% of buses purchased during 2026-2028 and 100% in 2029 and
later to be ZEBs, ICF will ensure that the replacement schedule for buses will comply with these requirements while
at the same time provide a seamless and cost-effective transition that enables the fleet to accomplish its required
day-to-day duties. Exhibit 2 below provides a flow chart laying out the process for developing ZEB replacement
recommendations and a fleet transition plan,
Exhibit 2. !CF's Process for F/eet Assessment
Your fleet vehicle
and usage data
Our assumptions to
help fill in data gaps
• Vehicle Capital Costs
• Annual Fuel Costs
• Annual Maintenance Coats
• Infrastructure Hardware Costs
• Infrastructure Installation Costs
• Potential Grants
ZEV Model Library
I Summary Presentation
Detailed Report
Excel Supplement
Task 2.2 Deliverables
■ Draft and final ZEB replacement and procurement plan to comply with Rollout Plan under ICT in Task 4
Task 2.3 Charging and Fueling Infrastructure Recommendation
Establish the Baseline Infrastructure Scenario
Using the ZEB replacement recommendations generated in Task 2.2 as a basis, ICF will identify the energy and
fueling needs of ZEBs. Several outputs from Tasks 2.1 and 2,2 will be key inputs for developing charging and
fueling infrastructure implementation strategies as part of this task, including the following:
How much energy/fuel each ZEB will need:
o Average daily energy consumption (in kilowatt-hours or kilograms of hydrogen)
o Bus battery or hydrogen tank capacity
o Duration time of charging to full capacity (specific to battery electric buses)
o The maximum power acceptance rate for each bus (specific to battery electric buses)
Where ZEB will park and maintained
What times of day each ZEB will be available to charge
Using this information, ICF will develop a baseline charging and fueling infrastructure Implementation scenario that
projects the following information:
• The projected number of chargers needed to support the ZEB replacements overtime
• The recommended charging type (e.g., depot or on -route) and power level (in kilowatts, kW) of fast chargers
• The number and projected capacity of hydrogen refueling stations (if any)
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Zero Emission Bus Study & Rollout Plan
Develop and Evaluate an Allernatiye EV Chaming Infrastructure Scenario
September 27, 2022
Once the baseline infrastructure scenario is established, with the same data from Tasks 2.1 and 2.2, ICF will then
develop an alternative to identify the maximum achievable vehicle -to -charger ratios, based on bus operation
schedules, availability for charging, and charging duration. Maximizing the number of vehicles using a single
charger reduces the number of chargers that are installed, therefore reducing upfront capital cost, To do this, ICF
will analyze the fleet, its operational characteristics, and its vehicles' energy and power needs to estimate the
highest achievable vehicle -to -charger ratio. While not explicitly identified in the RFP, our team will also explore how
managed (or'smart) charging may impact power demand. ICF will analyze how the introduction of smart charging
may reduce overall power demand by optimizing the number of vehicles that charge at the same time, thereby
reducing charger power output needs.
Review the Electrical Capacity of Transit Facilities and Ident[N Potential Grid and Site -Level Upgrade Needs
Upon determining the optimal number, types, output power levels of chargers, ICF will turn our focus to the
electrical needs for facilities expected to host charging infrastructure. ICF will review the electrical capacity of
CITY's transit facilities to support the projected additional load from ZEB charging and identify potential site -level
and distribution grid impacts of that additional load. ICF will also integrate this additional need to the ongoing Fleet
Electrification Master Plan. This task will be done together in the Fleet Electrification Master Plan, following similar
data collection and methodology,
Task 2.3 Deliverables
• A memo illustrating charging and fueling infrastructure needs under baseline and alternative scenarios
• A memo describing electrical capacity and upgrade needs at transit facilities
Task 2.4 Facility and Infrastructure Improvement Plan
Based on the phase-in of ZEBs and their charging/fueling infrastructure needs, ICF will coordinate with CITY to
make facilities and infrastructure modifications needed to support this transition. The modification plan will rely on
the implementation analyses results from Tasks 2.2 and 2.3.
For electrical charging infrastructure modification overtime, ICF will identify construction or modification dates, with
major equipment to be installed, including transformer size (MW), electrical distribution infrastructure, number of
chargers. ICF will also help to identify potential challenges and constraints in parking and charging limits and assist
in updates to parking arrangements.
With respect to hydrogen infrastructure, if needed, we will work with the CITY to determine whether to site the
hydrogen infrastructure at its existing facility or purchase a new parcel of land and install it at the new location. We
will also provide the CITY with the major hydrogen fueling infrastructure equipment list that needs to be installed
over time to meet the hydrogen demand from the fleet. These will include the number of hydrogen liquid storage
containers, compressors, hydrogen pumps, high pressure gas storage cylinders, vaporizers, fueling system, fuel
pre -cooling system, dispensers, etc.
For maintenance infrastructure, based on the existing facility and its equipment, ICF will identify modifications
needed to assist with special needs for ZEB maintenance,
Task 2.4 Deliverables:
• A memo to show facility and infrastructure modifications overtime.
Task 3: Financial Analysis & Funding Strategies
Task 3.1: Financial Analysis
As part of Task 3, ICF will conduct a life cycle cost -benefit and financial analysis of recommended zero -emission
bus replacement as compared to their existing ICE (i.e., CNG) counterparts in the form of a Total Cost of
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Zero Emission Bus Study & Rollout Plan
September 27, 2022
Ownership (TCO) analysis which is one of the primary factors in determining the business case for zero- emission
vehicles. In development of this analysis ICF will account for:
• Vehicle capital cost
• Vehicle operations and maintenance costs
• Infrastructure capital cost including equipment,
installation, and potential site/grid level
upgrades needed
• Infrastructure operations and maintenance costs
• Vehicle lifetime costs (e,g., battery overhaul)
• Infrastructure lifetime costs
Utilizing the recommended bus replacement discussed in Task
2.2, ICF will estimate the total cost of owning and operating
each ZEB replacement. This TCO analysis will be comparative
to assess the difference in TCO between ZEB replacements and
business -as -usual, ICE vehicle replacements over the service
life of each vehicle. ICF will estimate TCO on a vehicle -by -
vehicle basis and will also roll -up vehicle -level estimates into
fleet -level transition cost estimates, Within its Fleet Assessment
Model, ICF has a comprehensive database of commercially
available (or soon to be available) ZEBs, that is being regularly
updated to capture the latest makes and models available and
changes to vehicle attributes and pricing. ICF will use cost data
from this library, augmented by available cost data from
manufacturers and the data collected from the fleets to estimate
TCO for both cases: recommended ZEB replacement and
business -as -usual. This analysis will account for the capital cost
of the vehicle, as well as vehicle operating costs including
charging, fueling, and maintenance. ICF will also estimate
equipment, installation, energy management system, and
maintenance costs associated with charging and fueling
infrastructure as discussed earlier in Task 23, More details on
data sources are provided below:
Vehicle capital, operation, and maintenance cost. ICF will leverage its comprehensive database of ZEBs and
attributes to determine both the initial purchase price of ZEBs (both battery electric and hydrogen) inclusive of
typical transit bus specification options (e.g,, CADIAVLIITS hardware, fare collection equipment, signage, eta) as
well as to calculate the cost of operation (e.g., hydrogen, electricity, natural gas) and maintenance. With respect to
electricity and fuel prices, ICF will rely on historical prices and the CITY's contracted fuel price as a baseline as well
as the projected energy prices from the most recent Annual Energy Outlook (AEO) projections provided by the U.S.
Energy Information Administration (EIA). In determining the cost of electricity, ICF will consider the demand charges
as well as projected rate structures, such as time -of -use (TOU) specifically designed for Transportation
Electrification (TE) and will consider pricing and costs associated with charging projected to be done during high -
demand, on -peak periods and charging done during off-peak periods.
In addition, ICF will also consider the potential impact of Incentive (e.g., both state and federal program) as well as
subsidies (e.g., LCFS credits) along with savings from distributed energy resources (e.g., solar technology,
photovoltaic reformation of hydrogen, battery storage, peak shaving).
With respect to maintenance cost, ICF will consider the maintenance cost of ICE including propulsion related
maintenance cost, which consists of exhaust, fuel, power plant system (engine, traction battery system, and fuel cell
stack), preventative maintenance inspections (PMI), oil and filter changes, changing tires and brake pads, and other
wear and tear items plus the occasional large repairs. We will work with the CITY to collect maintenance cost
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Fleet TCO Comparison
NPV Costs Over Vehicle Llfespans
$9,000,000
$8,000,000
$7,000,000
$6,000,000
$5,000,000
$4,000,000
r
$3,000,000
5
$2,000,000
r�
$1,000,000
ICE Replacements Recommended ZEB
Replacements
Charging Infrastructure Installation • Charging Infrastructure Hardware
NPV Maintenance Costs a NPV Fuel Costs
Incentive/ Grant
. Capital Cost
Vehicle capital, operation, and maintenance cost. ICF will leverage its comprehensive database of ZEBs and
attributes to determine both the initial purchase price of ZEBs (both battery electric and hydrogen) inclusive of
typical transit bus specification options (e.g,, CADIAVLIITS hardware, fare collection equipment, signage, eta) as
well as to calculate the cost of operation (e.g., hydrogen, electricity, natural gas) and maintenance. With respect to
electricity and fuel prices, ICF will rely on historical prices and the CITY's contracted fuel price as a baseline as well
as the projected energy prices from the most recent Annual Energy Outlook (AEO) projections provided by the U.S.
Energy Information Administration (EIA). In determining the cost of electricity, ICF will consider the demand charges
as well as projected rate structures, such as time -of -use (TOU) specifically designed for Transportation
Electrification (TE) and will consider pricing and costs associated with charging projected to be done during high -
demand, on -peak periods and charging done during off-peak periods.
In addition, ICF will also consider the potential impact of Incentive (e.g., both state and federal program) as well as
subsidies (e.g., LCFS credits) along with savings from distributed energy resources (e.g., solar technology,
photovoltaic reformation of hydrogen, battery storage, peak shaving).
With respect to maintenance cost, ICF will consider the maintenance cost of ICE including propulsion related
maintenance cost, which consists of exhaust, fuel, power plant system (engine, traction battery system, and fuel cell
stack), preventative maintenance inspections (PMI), oil and filter changes, changing tires and brake pads, and other
wear and tear items plus the occasional large repairs. We will work with the CITY to collect maintenance cost
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Zero Emission Bus Study & Rollout Plan
September 27, 2022
information (if available) for their existing fleet, For battery and hydrogen buses, ICF will conduct a literature review
similar to the one conducted by CARB on Transit Bus Maintenance Cost to determine the maintenance cost of
battery electric and hydrogen powered buses. This literature review will also include recent analysis conducted by
National Renewable Energy Laboratory (NREL) for the Foothill Transit Agency (NREL Foothills Re ort), SunLlne
Transit Agency (NREL Suni-ine Re ori), and Orange County Transportation Authority (NREL OCTA Report). ICF
will also account for the cost of maintenance staffing and potential workforce development costs (or cost of
outsourcing repairs due to lack of technical knowledge).
Infrastructure capital, operation, and maintenance cost; ICF will review the available cost data on equipment,
installation and maintenance of charging and hydrogen fueling infrastructure. For example, over the past three
years, there have been multiple studies conducted by various non-profit organizations such as International Council
on Clean Transportation2 (ICCT), NREL3, Rocky Mountain Institute^ (RMI), Environmental Defense Funds (EDF) to
estimate the cost of EV charging infrastructure deployment including the cost of equipment, and installation. A list of
estimates provided by these studies are shown in Table 1 below. Additionally, ICF recently acquired EV charging
infrastructure cost data associated with projects funded by the California Energy Commission through the California
Electric Vehicle Infrastructure Project (CALeVIP). Between December 2017 and October 2021, the program has
funded 244 projects to deploy more than 500 Level 2 chargers and approximately 300 DC fast chargers which
provides a wealth of information of both the equipment and installation cost of EV chargers. ICF will expand this
analysis by including more recent data on charging infrastructure cost (equipment and installation).
Table 1; Equipnient and Installation Cost Data Reported in the Literature
ICCT (2019)
Equipment Cost NREL (2020)
RMI(2020)
EDF & GNA (2021)
ICCT (2019)
Installation Cost NREL (2020)
RMI(2020)
EDF & GNA (2021)
$3k $28k $75k $140k
$3.5k $38k $90k
$2.5k - $4.9k $20k - $36k $76k -$100k $128k -$150k
$137k $481k
$3k - $4k $18k - $46k $19k - $48k $26k - $66k
$2.5k $20k $60k
$7k $63k $76k $138k
$35k $175k
In addition to the cost of equipment and installation, ICF will also account for the potential costs related to site -level
make-ready costs (e.g., site preparation work: electrical work and wiring, special work such as boring and trenching,
special site and structural considerations, etc.) determined under Task 2.3 as well as fleet management software
and hardware (if applicable) and permitting costs. In its assessment, ICF will also include operational and
maintenance costs such as EVSE maintenance costs, data contract costs, and network contract costs (if
applicable).
With respect to infrastructure maintenance cost, general maintenance for charging infrastructure includes storing
charging cables securely, checking parts periodically, and keeping the equipment clean. Chargers may need
intermittent repairs as well, Warranty pricing also varies by manufacturer; plans can be fixed -term, renewable, and
included with equipment costs. ICF team will explore all of these cost elements and will incorporate them as part of
this financial analysis.
Similar to EV chargers, we will also leverage the comprehensive literature review and data analysis we have
conducted recently to determine the capital, operational, and maintenance cost of hydrogen stations. Our team has
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Zero Emission Bus Study & Rollout Plan
September 27, 2022
designed and built hydrogen fueling stations currently in operation. We will complete high-level hydrogen station
design concepts to determine the estimated cost of fueling stations of the appropriate size for the CITY. We will also
estimate the delivered price of hydrogen based on literature sources and knowledge of the California market
combined with bottoms up modelling of the cost of hydrogen production, delivery, and storage.
Our team will also include in its assessment the cost of potential right of way acquisition and land cost impacts (if
applicable).
Vehicle and Infrastructure Lifetime Cost. In its financial assessment, ICF will also account for vehicle lifetime
costs such as cost of engine and transmission overhauls, battery replacement, and fuel cell stack replacement, We
will also include any lifetime costs associated with charging and fueling infrastructure to the extent they are not
included in the maintenance costs (e.g„ replacement of broken chargers, hydrogen fueling station equipment
failures, etc.).
Task 3.2: Funding & Financing Strategies
Following the completion of the financial and cost
analysis, ICF will develop a detailed funding and
financing plan that recommends specific grants, rebates,
or various utility programs for the buses and/or :.
charging/fueling infrastructure in the project, as
necessary, to minimize cost for the CITY as it transitions
its fleet to ZEB. ICF will leverage our experts' knowledge
and work from similar past projects to develop a II
comprehensive list of applicable funding opportunities
for ZEB charging infrastructure development. The plan
will also include details on eligibility criteria,
opportunities to stack funding, and public-private
partnerships that can help minimize the cost of the
CITY's transition to a zero -emission fleet. In doing so, ICF will rely on the comprehensive Laws & Incentives
database we maintain as part of the Department of Energy's Alternative Fuel Data Center (AFDC), which includes
nearly 1,000 records of laws, incentives, and programs related to EVs and EVSE, including those in California.
Additionally, ICF will also closely coordinate with relevant federal (e.g., EPA, DOE), state (CARB, CEC), and local
agencies (e.g., San Joaquin Valley APCD) to formulate detailed funding strategies that can be utilized by the CITY
to maximize the efficacy of these grant and rebate programs. Examples of these grants and rebates Include
upcoming federal tax rebates introduced as part of the Inflation Reduction Act, federal Low or No Emission Vehicle
Program, FTA Section 5339 Bus and Bus Facilities, federal EV infrastructure grants provided through Infrastructure
Investment and Jobs Act, the Low Carbon Transportation Investments and Air Quality Improvement Program
administered by CARB, and the Clean Transportation Program managed by the CEC,
As owners and operators of EVSE, the CITY can participate in the CARB's Low Carbon Fuel Standard (LCFS)
market and generate LCFS credits for providing EV charging services. These credits can contribute meaningfully to
the return on investment of installing EVSE at CITY facilities. Recognizing the current need to accelerate EV
charging infrastructure, in some cases, CARB allows LCFS credits to be generated not just for EV charging activity
but also for installing EVSE capacity at the location. This allows LCFS to provide incentive to install EVSE
regardless of utilization while EV adoption increases. Meanwhile, as the fleet owner of EVs, the City could generate
LCFS credits with the reported electricity used by City fleet vehicles. For example, Antelope Valley Transit Agency
(AVTA) earned over $800,000 LCFS credits from using electric buses during one fiscal year. ICF will provide
general guidance on LCFS registration and reporting.
Of course, incentive funding is only one form of coverage to aid in fleet transition and infrastructure investments. To
potentially achieve cost saving through economies of scale and synergies with existing ZEB initiatives, our team will
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Zero Emission Bus Study & Rollout Plan
September 27, 2022
also discuss other financing opportunities including state cooperative procurement schedules, joint procurement,
cooperative contract procurement, and performance-based procurement options, For example, under joint
procurement option two or more transit agencies, can enter a procurement contract with the vendor. All transit
agencies involved will agree to the same terms and are required to specify quantities of the transit vehicle or other
product. Such model could significantly reduce administrative burden and increase purchasing power. Another
procurement option is performance-based procurement, where a transit agency can conduct a testing phase with
each vendor's product, This provides the transit agency with more detailed performance information as a measure
of bid quality. This term also applies more generally to procurements that set performance-based standards rather
than technical specifications, allowing vendors to propose a wider range of potentially innovative approaches. FTA
has also recently enacted new legislation within the Fixing America's Surface Transportation (FAST) Act
authorization to further encourage the use of these innovative methods. Our team will also provide
recommendations on the use of "piggybacking," which entails leveraging the successful competitive bidding
processes conducted by another government entity or by a mutual benefit organization to simplify adoption of green
buying practices. We will also explore the feasibility of using cooperative procurement contracts through various
channels such as Sourcewell, Drive EV Fleets, National Purchasing Partners, and the National Association of State
Procurement Officials of which the California Department of General Services is participating member.
ICF will also explore financing mechanisms, especially for development of EV charging stations, the non-traditional
as -a -service Public -Private Partnerships (P3s) options (e.g,, infrastructure -as -a -service models where the service
provider take ownership of the charging infrastructure in return for significantly reduced or eliminated capital costs
at a monthly fee), P3s involve a private partner who will finance initial capital costs of EV charging infrastructure,
with private debt and equity, and receive returns on initial investment overtime once charging stations are available
for use, Our team will assist the City in understanding potential P3 financing mechanisms including their risks and
benefits.
Task 3 Deliverables:
• Financial analysis comparing ZEB fleet options versus current fleet technology
• A memo summarizing available and eligible fundings and financing plans for ZEB and charging/fueling
infrastructure for the CITY
Task 4: Zero Emission Bus Rollout Plan
Following the completion of Tasks 2 and 3, ICF will compile the results from the implementation and financial
analyses and will summarize findings in a ZEB Rollout Plan consistent with the requirements established by CARB
under the ICT regulations.
To develop the report, we will first create a detailed outline of the CITY's ZEB Rollout Plan utilizing CARB's Zero -
Emission Bus Rollout Plan Guidance for Transit Agencies guideline considering both the "required" information that
shall be included in the plan as well as those that are considered by CARB as "(recommended)" or "(optional)". ICF
will work closely with the CITY to determine if the optional or recommended supplementary information is relevant
and/or to be included in the Rollout Plan. Upon approval of the outline, we will draft all major content sections of the
plan including an executive summary section that highlight key findings of the study.
At minimum the CITY's ZEB Rollout Plan will include the following information;
• Transit AQancy �nformariorr; We will include general Information regarding the transit agency, such as name,
mailing address, contact information, etc.
• Rollout Plan General Information: We will describe whether the Rollout Plan have a goal of full transition to
zero -emission technologies by 2040 that avoids early retirement of conventional transit buses, and how the
CITY is planning to avoid those early retirements in order to meet the 2040 goal. We will also include
information on the City Council's approval of the plan.
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• Technology Portfolio: Following the transition planning and implementation analysis conducted under Task 2,
we will describe the portfolio of ZEB technologies that the CITY is considering as part of this roll out plan and
we will include discussions and finding regarding the operational constraints (using the route analysis),
infrastructure constraints, as well as cost and financial implications of different technology choices.
• Current Bus Fleet Composition and Future Bus Purchases: Utilizing data collected under Task 2.1, we will
describe the current composition of the CITY's GrapeLine fleet, including the fleet characteristics, operation
and maintenance, bus routes and schedule, as well as depots and existing infrastructure. As part of this
section, we will also describe the phased fleet transition planning developed under Task 2.2, and will provide
future bus purchase schedule (i.e., schedule of converting conventional buses to ZEB). As part of this section,
we could also include a discussion on the capital, operation and maintenance cost related to ZEB purchase.
• Facilities and Infrastructure Modifications: This section will be focusing on the charging and fueling
infrastructure deployment as well as facility modification needed. Utilizing the analysis conducted under Tasks
23 and 24, we will describe the needed charging and fueling infrastructure, the site and grid level upgrades
needed, potential right of way and land acquisition, and the estimated cost and needed investments to facilitate
the transition.
• Providing Service in Disadvantaged Communities: According to the CalEnviroScreen 4.0 as well as 2022
updates to SB 535 Disadvantaged Communities, CITY's GrapeLine provides services to disadvantaged
communities (especially on the east side of the City). As part of this section we will describe, how the CITY
plans to deploy ZEBs in disadvantaged communities, and how such deployment could lead to air quality and
public health improvements within those communities.
• Workforce Training: Utilizing the staff resources information collected under Task 21, we will describe the
existing trainings offered by the CITY and the requirements for its operators, and maintenance team. We will
also describe the steps that the CITY will take to prepare its workforce for transition to ZEBs. This could include
taking advantage of trainings from the bus manufacturers and station suppliers, including maintenance and
operations training, station operations and fueling safety, first responder training and other trainings that may
be offered by the technology providers as well as those offered by other transit agencies such as the West
Coast Center of Excellence in Zero Emission Technology (CoEZET) offered by SunLine Transit Agency, and
ZEB University program offered by the AC Transit.
• Potential Funding Sources: We use the information collected and analyzed under Task 3,2 to describe the
potential federal, state, and local funding sources for both the ZEB purchase as well as its charging/fueling
infrastructure. In this section we will provide an overview of these funding programs, provide an estimated
amount funding that could be available to the CITY, and will describe how the CITY could leverage those.
• Start-up and Scaleup Challenges (Optional): Here in this section, we will describe the major challenges
including financial, technology availability, performance uncertainty, and infrastructure constraint with full
transition to ZEB. We will describe those challenges both from the perspective of small scale as well as mass
deployment of ZEBs. We may also describe how CARB through its incentive program could assist the CITY to
overcome those challenge.
Aside from the ZEB Rollout Plan, ICF will also develop PowerPoint slides for presenting the plan to City Council at
one Shirtsleeve Meeting on May 16, 2023 for information and discussion, and one City Council Meeting on June 7,
2023 for final adoption. During the Shirtsleeve meeting ICF will conduct a question & answer session with the City
Council and solicit comments and suggestions from the City Council on the draft plan. This presentation will
summarize the analysis and the Rollout Plan and provide simple, easy-to-understand, and visually engaging
infographics that describe the report and promote ways for the City Council to learn about the topic and provide
comments. ICF will provide multiple opportunities for the CITY to provide comments on the draft and final
presentations.
Zero Emission Bus Study & Rollout Plan
September 27, 2022
We will submit the first working draft of the report and the presentation slides to the CITY staff for review and
feedback by April 7, 2023. Upon receiving comments from CITY staff, ICF will revise the report and develop a draft
for formal public review by May 1, 2023. We understand that CITY will conduct the public review process of the ZEB
Rollout Plan which includes public outreach and collection of comments. Upon receiving public comments, ICF will
create the final version of the report and the presentation slides, addressing all relevant comments by CITY staff,
stakeholders, and the public, ICF's copyeditors and graphics experts will finalize the plan and the presentations
slide for submission to CITY by May 24, 2023. Upon approval of the plan, we will work closely with the CITY staff to
submit the final ZEB Rollout Plan to CARB by June 29, 2023.
Task 4 Deliverables:
• Working draft of ZEB Rollout Plan and PowerPoint slides to CITY by April 7, 2023
• Draft ZEB Rollout Plan formal public review by May 1, 2023
• Draft PowerPoint slides for City Council Shirtsleeve Meeting by May 1, 2023
• Presentation of ZEB Rollout plan to City Council during Shirtsleeve meeting by May 16, 2023
■ Final ZEB Rollout Plan and PowerPoint slides by May 24, 2023
• Presentation of Final ZEB Rollout Plan to City Council for approval by June 7, 2023
• Submissions of the Final ZEB Rollout Plan to CARB by June 29, 2023
CONFIDENTIAL
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Zero Emission Bus Study & Rollout Plan September 27, 2022
Section IV: Organization and Staffing
Team Organization and Staffing Plan
ICF will have ultimate responsibility for all project deliverables, schedule adherence, cost control, and quality
assurance. ICF's track record of successfully completing transportation and fleet electrification projects for various
local governments and transit agencies, provides assurance of our ability to lead this challenging project. We have
carefully structured the staffing for our proposed team with the requirements of the City's Scope of Work in mind.
We believe that successful execution of this project will require:
1. A seasoned leadership team that that brings broad knowledge of fleet transition and infrastructure planning, the
ability to manage and direct concurrent tasks involving complex analyses, and skills and extensive experience in
utility coordination.
2. Teams of subject matter experts and analysts that span the spectrum of zero emission bus technology and
infrastructure assessment topics and have the ability work independently, while also understanding how each
project task relates to the full scope of work and final Plan.
3. A team that closely works with the CITY's Fleet Electrification Master Plan project and ensures that the two plan
(i.e., Fleet Electrification Master Plan and ZEB Rollout Plan) are well coordinated
The exhibit below illustrates our proposed team organization and areas of subject matter expertise for key staff and
other senior staff.
Exhibit 4. Staffing Plan
Project.•ement Task 2. Transition Planning Implementation
JAML Task 1. Fang Yan, ICF Carrie Giles, ICF
Sam Poumazed, ICF Drew Turro, ICF
Max Kaffel, ICF
StrategiesTask 3. Financial Analysis & Funding
Tim Murray, HTEC
Jeff Grant,HTEC
Cleone Robinson, HTEC
Task 4. • Emission Bus Rollout
Fang Yan, ICF
Ramon Molina Garcia, ICF
Tyler Dickens, HTEC
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan September 27, 2022
The table below summarizes the roles and responsibilities of our proposed key and supporting staff,
Ke y Staff Roles and Responsibilities
Jeff Ang-Olson, ICF Project Director, Executive Oversight
Fang Yan, ICF Project Manager, Lead on Task 1 and 4
Sam Pournazeri, ICF Deputy Project Manager, Support Task 1
Came Giles, ICF Lead on Task 2
Tim Murray, HTEC
Lead on Task 3
Jeff Grant, HTEC
Support Task 3
Max Kaffel, ICF
Support Task 2
Drew Turro, ICF
Support Task 2
Ramon Molina Garcia, ICF
Support Task 4
Cleone Robinson, HTEC
Support Task 3
Tyler Dickens, HTEC
Support Task 4
Summary of Key Staff Qualifications
This section presents brief summaries of the qualifications of our proposed key staff. Resumes for key staff are
included in Section VII.
Our proposed project manager, Dr. Fang Yan brings in over 15 years of experience in emission
modeling, public polices, and clean fuel and vehicle technologies to support clients in navigating the
technical, economic, and regulatory challenges in decarbonization. She led the Californla Alr
Resources Board (CARB)'s Innovative Clean Transit (ICT) Regulation development and brought
rich experiences in battery electric and fuel cell electric vehicle technologies, charging and hydrogen
infrastructure, as well as total cost ownership of zero -emission vehicles, She was part of the team that
developed the California's 2020 Mobile Source Strategy as well as Draft 2022 Statewide SIP Strategy.
During the development of these plans, she worked closely and collaborated with California Energy Commission
(CEC) and California Public Utilities Commission (CPUC) to forecast zero emission infrastructure needed to power
the anticipated zero emission MD/HD vehicles resulting from CARB's policies.
Jeffrey Ang-Olson (Principal in Charge) is a transportation planner and engineer with 22 years of
experience in demand forecasting, alternative fuels, GHG and criteria pollutant emissions analysis,
and economics. Based in Sacramento, he has worked extensively in California on emission
reduction strategy identification and evaluation. Jeff led the recent Pathways to Clean Vehicles and
Fuels in San Bernardino County study. He also led the Alternative Fuels Infrastructure Plan for the
Solano Transportation Authority. Previously Jeff led the environmental analysis and mitigation
strategy development as part of SCAG's Comprehensive Regional Goods Movement Plan team. He
also led the emissions mitigation tasks for the Gateway Cities Air Quality Action Plan, and served as technical lead
for RCTC's Goods Movement Environmental Justice Guidebook. He has worked extensively on freight transportation
and emission reduction strategies for the EPA. As a certified Project Management Professional (PMP), Jeff is a
member of TRB's Urban Freight Transportation Committee and a former member of TRB's Air Quality Committee.
Dr. Sam Pournazerl (Deputy Project Manager) is the Director of Clean Transportation and Energy at
ICF and is a nationally recognized expert with over 10 years of experience In advanced transportation
technologies, data analytics, emissions, energy, and cost modeling, and development of sustainable
vv" freight strategies. As the previous head of the California Air Resource Board's (CARE) Mobile Source
Analysis Branch, Dr, Pournazeri played a critical role in design and development of the California's
J�mobile source emissions modeling tools (EMFAC), as well as development of the California 2020
Mobile Source Strategy—a blueprint for the next generation of freight and passenger transportation
policies that California needs to tackle over the next three decades. Dr. Pournazeri has an extensive
knowledge on California's zero emission MD/HD vehicle policies have provided technical support on numerous
regulations including the CARB's Advanced Clean Trucks, Advanced Clean Fleet, Heavy-duty Engine Standards, etc.
Sam has a PhD in Mechanical Engineering and is a certified Professional Engineer with the State of California,
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
September 27, 2022
Jeff Grant is the Vice President of Transportation Solutions at HTEC, leading the group in its goal of
delivering Zero -Emission Transportation Solutions across the US and Canada. Jeff excels in
providing assistance and expertise with non -dilutive funding, technology selection, partner
matchmaking, integration, operations and maintenance, and project management, His
understanding of the needs of government and private sector partners enables him to deliver
contracts and successful projects that are "win-win" for all stakeholders
Carrie Giles is an experienced project manager, leading transportation electrification and alternative
fuel vehicle work. She has worked with a wide range of clients to address energy, environmental,
and transportation policy issues and create clean energy projects. Carrie has experience in energy
market analysis, policy analysis, technology commercialization, readiness planning, implementation
work, and business development. Carrie works extensively on alternative fuel vehicle programs in
conjunction with programs from the U.S. Department of Energy (DOE), the National Renewable
Energy Laboratory (NREL), utilities, and numerous state and local governments. She has worked on
projects that include vehicles fuels such as electricity, natural gas, propane, biodiesel, and fuel cell technologies.
Drew Turro is a senior transportation specialist with more than five years of experience working on
issues related to the reduction of greenhouse gas emissions in the energy and transportation
systems. His current work supports alternative fuel vehicle programs in conjunction with programs
from the U.S. Department of Energy (DOE), the National Renewable Energy Laboratory (NREL), and
state and local governments. Prior to joining ICF, Mr. Turro supported transit agencies and school
districts with zero -emission vehicle deployments and long-term planning studies to assess pathways
i to transition their fleets to zero -emission vehicles. He has a Master of Public Policy from the University
of Minnesota and Bachelor of Arts in Psychology from Valparaiso University.
Tim Murray specializes in technical analysis, project management, and market assessment. He
creates analytical models to answer complex questions and conducts literature reviews that help
clients strategize for the future. Tim employs a data driven approach to long-range planning for
emissions reduction and the shift to zero -emission battery and fuel cell electric technologies and
infrastructure. Tim leads HTEC's modelling and analysis to quantify expected vehicle performance
and emissions reduction potential from the adoption of zero -emission technologies.
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Zero Emission Bus Study & Rollout Plan
Section V: Fee Proposal
September 27, 2022
ICF has prepared this submission on a Time & Materials Not -to -Exceed basis. ICF's estimate is based on
experience in performing similar work for other clients and reflects the results of the detailed analysis of the different
activities to be performed under each task and the total estimated number of deliverables (including drafts and final
versions) that will be required. This price is what we believe is appropriate to achieve CITY'S objectives for this
study and deliver all the necessary work products. Additionally, ICF's distribution of hours by labor categories
reflects the staffing mix that ICF believes will be most cost effective in completing this work. ICF reserves the right
to reallocate hours between labor categories as we see fit to complete the work in the most efficient manner within
the overall ceiling. Our proposed period of performance for the resulting award is approximately 8 months, ending
July 1, 2023. The final project schedule will be developed jointly between ICF and the City of Lodi after the project Is
awarded.
As described In the RFP, ICF understands that expenses for travel, in-house reproduction, other reproduction used
in the administration of the contract, or any other reasonably anticipated expenses, will be considered as non -
reimbursable overhead expenses. Therefore, none of those expenses are included in our Pricing Sheet,
Price Assumptions
• ICF assumes that all payments will be due within (30) days after receipt of an acceptable invoice.
High -Level Budget per Task
Task 1: Project Management 55 $11,812.47
Task 2: Transition Planning Implementation Analysis 198 $32,108.72
Task 3: Financial Analysis 180 $32,003.87
Task 4: Zero Emission Bus Rollout Plan 129 $23,988.23
Total (Not -to -Exceed) 562 $99,913,29
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Hours per Labor Category
September 27, 2022
Project Director
$275.44
2
0
0
4
6
$1,652.64
Project Manager
$199.52
32
8
0
24
64
$12,769.28
Deputy Project Manager
$219.59
10
0
0
24
34
$7,466.06
Senior Consultant
$186.03
0
24
40
0
64
$11,905.92
Consultant
$135.25
0
40
40
40
120
$16,230.00
Analyst
$99.49
0
40
0
0
40
$3,979.60
Principal Engineer
$284.24
1
2
2
4
9
$2,558.17
Senior Technical Specialist
$258.40
8
T- 24
26
9
67
$17,312.85
Technical Specialist
$164.80
2
60
72
24
158
$26,038.76
Total ,
55
198
180
129
562
$99,913.28
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Section VI: Staff Resumes
Fang Yan, PhD, PE
Senior Energy Consultant
Fang is a Carbon Intensity Lead in the Energy Advisory Services group. She
performs Lifecycle Assessment (LCA) for low carbon fuels transactions including
Carbon Intensity (CI) analyses under various low carbon fuel programs. She
focuses on California's Low Carbon Fuel Standard Program (LCFS), with a broad
expertise in regulatory and strategy assessment, transportation modeling, and
electrification.
Fang brings in over 15 years of experience in emission modeling, public polices,
and clean fuel and vehicle technologies to support clients in navigating the
technical, economic, and regulatory challenges in decarbonization. She led
California Air Resources Board (CARB)'s Innovative Clean Transit Regulation
development and brought rich experiences in battery electric and fuel cell electric
vehicle technologies, charging and hydrogen infrastructure, as well as total cost
ownership of zero -emission vehicles. She managed Mobile Source Strategy and
layout of the land of California's future transportation system to zero -emission
technologies. She also worked closely and collaborated with California Energy
Commission and Public Utilities Commission to forecast infrastructure needs to
accommodate California's fleet transition to meet air quality and climate goals,
Fang has extensive tool development and data analytics experience using
Python and MySQL. Prior to joining ICF, she was a manager of CARB's mobile
source emission modeling, led scenario analyses and technical assessment of
various regulations and policies, and oversaw the on -road emission inventory,
also known as EMFAC, which has been used worldwide by over thousands of
modelers from government, industry, and academia.
September 27, 2022
Years of Experience
Professional start date: 2006
ICF start date: 02/2022
Education
PhD, Environmental Engineering,
University of Illinois at Urbana and
Champaign, 2012
MS, Environmental Engineering,
University of Illinois at Urbana and
Champaign, 2008
BA, Environmental Engineering,
Tsinghua University, China, 2006
Certifications
Professional Engineer in Chemical
Engineering In California
Relevant Project Experience
Market and Incentive Review of Hydrogen and RNG — Various Clients, 02/2022 — Present
Technical Expert. Fang explores short-term and long-term anticipated evolution of the US EPA's Renewable Fuel
Standard (RFS) program and California's LCFS programs and forecasts the interactions and merging of future
energy markets with upcoming low carbon fuel programs and zero -emission vehicle standards in California state,
U,S and internationally. The clients include but not limited to Global Common Energy, H Cycle, and Leyline
Renewable Capital.
Lifecycle Assessment of Sustainable Aviation Fuel (SAF), RNG, Renewable Diesel (RD), Ethanol, and
Hydrogen — Various Clients 02/2022 — Present
Technical Expert and Project Manager. Fang provides project management and technical consulting to low
carbon fuel projects either in development or in operation. She performs lifecycle and market assessment due
diligence for various clients to access lifecycle emissions of SAF, RNG, RD, ethanol, and hydrogen and to evaluate
the economic impacts with growing markets. She conducts scenario analysis to discuss the various federal and
state level incentives in place to support Carbon Capture and Sequestration (CCS) and to address the opportunities
and technologies to reduce carbon intensities. Example clients are Growth Energy, Gron Fuel, California Bioenergy,
and Allotrope,
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan September 27, 2022
Carbon Intensity Analyses and LCFS Pathway Applications- Various Clients, 0212022 — Present
Technic Expert and Project Manager. Fang assists clients evaluating the preliminary Cl scores of clean fuels and
making applications of CARB's fuel pathways to receive LCFS credits. Fang manages the delivery of Cl and LCA
reports, performs Cl modeling and research, and develops tools to optimize production of reports and modeling.
Example clients are BlueLine, CR&R Environment, Applied LNG, and DTE.
Energy Demand and LCFS Credits Forecasting Modeling — Various Clients, 0212022 — Present
Technical Expert. Fang integrates the lasted version of EMFAC with low fuel production scales and potential
carbon intensities to explore the impacts of various state and federal policies on future energy demand and credits
generation. She provides regulatory insights as well as technical supports and programming to refine parameters of
the model.
Mobile Source Emission Modeling - CARB, California, 2019 — 2022
Team Manager. Fang led and managed a technical and data driven team of 10+ scientists and engineers with PhD
degrees to develop the next version of EMFAC, CARB's official on -road mobile source emission inventory,
promoted innovate approaches to improve emission inventories, such as big data of transportation analytics. In
addition, with hands-on experience in programming, particularly in Python, R, and MySQL, she led several data
analysis projects based on granular vehicle activity and emission data. She worked with multiple stakeholders
including U,S, EPA, CEC, Caltrans, air districts and MPOs to meet their requests and data needs. '
Infrastructure Demand and Needs to Support ZEV Deployment — CARB, California, 2021— 2022
Project Manager and Technical Expert. Fang collaborated with CEC and CPUC to address the Infrastructure
demand and needs due to California's current and upcoming ZEV policies which are used to meet stringent air
quality goals. She led and organized multi -agency discussions and identified issues, challenges, and opportunities
for state agencies to plan charging and refueling infrastructure to support ZEV deployment. She provided fleet
turnover scenarios and made independent reviews of infrastructure modeling. The outcomes were incorporated as
a chapter of California's 2022 State Strategy for the State Implementation Plan,
Technology Assessment and Cost and Benefit Analysis of Transit Fleet Turnover — CARB, California,
2016-2018
Technical Expert. Fang Led the development of Innovative Clean Transit regulation, the first zero -emission
technology focused regulation for the heavy-duty sector. She collected data and integrated various Information into
cost and benefits modeling. She also proposed rule concepts, developed basic principles, designed compliance
milestones, and wrote regulation orders. She designed measures to incorporate mobility options into the regulation,
Employment History
ICF, Carbon Intensity Lead. Sacramento, CA. 2022 — present
California Air Resources Board, Manager. Sacramento, CA. 2016 —2022,
Argonne National Laboratory, Environmental Engineer, Argonne, IL. 2011 —2015
International Institute for Applied System Analysis, Research Fellow. Laxenburg, Austria, 2011 Summer
University of Illinois at Urban and Champaign. Research Assistant. Urbana, IL. 2006 — 2011
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Sam Pournazeri, PhD, PE
Director, Transportation & Energy
Dr. Pournazeri is a Director of Clean Transportation and Energy at ICF team
and is a nationally recognized expert with over 10 years of experience in
advanced transportation technologies, data analytics, emissions and energy
modeling, and development of sustainable transportation strategies. During his
tenure at California Air Resources Board (CARB), Dr. Pournazeri played a
critical role in design and development of the California's mobile source
emissions modeling tools (EMFAC and OFFROAD), as well as development of
the California 2020 Mobile Source Strategy -a blueprint for the next generation
of freight and passenger transportation policies that California needs to tackle
over the next three decades. Dr. Pournazeri is by far one of the most
knowledgeable individuals on the technical analysis behind most of the
California transportation policies and incentive programs. He has a deep
understanding of planning and policy development processes as well as the
ability to communicate across a wide range of multi -disciplinary teams.
Project Experience
California's Mobile Source Emissions Inventory—California Air Resources
Board, Sacramento, 0112012-1012021
September 27, 2022
Years of Experience
Professional start date: 0912008
ICF start date: 11/2021
Education
■ PhD, Mechanical Engineering,
University of California Riverside,
2012
■ BSc, Mechanical Engineering, Sharif
University of Technology, 2006
Program Lead. Development of sophisticated modeling platforms to assess Certifications and Registrations
the environmental impact of transportation policies in California. As part this * Professional Mechanical Engineer
effort, Sam led a team of 35 scientists and engineer focused on developing (PE) Lic#: M36830
and implementing data analytics and emissions modeling platforms to inform
design and structure of various transportation policies implemented by the California Air Resources Board.
2020 Mobile Source Strategy—California Air Resources Board, Sacramento, 01/2020-1012021
Program Lead. The mobile source strategy serves as the blueprint for the next generation of transportation policies
that California needs to tackle over the next three decades. It defines the technology mixes needed in the
transportation sector for California to achieve it clean air goals including near term air quality and longer-term
climate targets. Within these efforts, Dr. Poumazeri had the opportunity to work directly with almost all the mobile
source and fuel programs within the California Air Resources Board and provide an integrated planning perspective
and common vision for transforming the transportation sector. He utilized his extensive knowledge and experience
in transportation and freight system technologies to navigate the team through challenging and politically sensitive
policy issues during the development of the plan.
Medium and Heavy -Duty Vehicle ZEV Blueprint - SANDAG, 0612022 - Present
Project Manager - Sam is leading an effort with San Diego Association of Government (SANDAG) to develop a
medium- and heavy-duty (MD/HD) zero emission vehicle blueprint that guides the transition of freight and transit
vehicles to zero emission technology and highlight the challenges related to technology readiness, infrastructure
availability, and cost. As part of this work, Sam will be forecasting the MD/HD ZEV adoption in the region along with
charging and fueling infrastructure needed to support them. The blueprint will also Identify key implementation
strategies that the region can take to accelerate the adoption of zero emissions MD/HD vehicles,
Clean Truck Technology Comparative Report - LA Metro, 0512022 - Present
Deputy Project Manager- Sam is co -managing a project with LA Metro to provide an objective assessment of four
types of vehicle technologies (i.e., diesel, hydrogen, battery electric, and natural gas), over immediate, short-,
medium-, and long -terms, on market maturity, infrastructure and energy supply readiness and needs, cost of
ownership, emissions and public health impacts, and barriers to adoption. As part of this report, Sam provided
insights on the level of technology transformation needed for LA Metro to meet its public health and climate goals,
as well as the scale of fueling and charging infrastructure build out to support this transition. The report will serve as
technology and infrastructure roadmap to inform decision-making among policymakers and Metro staff.
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan September 27, 2022
2022 Climate Study – Confidential Client, 0312022 – 0612022
Transportation Lead - Sam was the transportation lead to support a utility in developing their 2022 Climate Report,
As part of this project, Sam developed various transportation decarbonization scenarios consistent with IEA Net
Zero Emission (NZE) and IEA Announced Pledges Scenario (APS). He conducted an integrated modeling analysis
illustrating the mix of technology and fuels needed at the national and sub -national level to keep the global warming
below 2.1 and 1.5 degree C by the end of century.
Evaluation of the National Health Benefits from the Transition to Zero -Emission Transportation Technologies –
American Lung Association, 1212021– 312022
Senior Consultant - As part of this project, ICF conducted a comprehensive analysis for the American Lung
Association (ALA) of the potential health and climate benefits of a scenario for increasing on -road vehicle
electrification across the United States, ICF's analysis was the basis for ALA's Road to Clean Air report. As part of
this updated assessment, Sam conducted a thorough assessment of EV markets in the U.S, for light, medium, and
heavy-duty vehicles, and developed EV adoption rates considering federal and state policies, technology and
infrastructure readiness, and industry announcement.
Quantifying the Environmental Justice Impacts of Zero -Emission Vehicles – International Council on Clean
Transportation, April 2022 -Present
Project Lead. Sam is leading team of technical and policy analyst across three different firms (ICF, Forth. and
Cenex) to assess the disparity in ZEV ownership and usage across various markets, evaluate current metrics and
approaches adopted by different jurisdictions to quantify ZEV equity impacts and examine existing governments'
strategies to enhance equity and promote EJ within their ZEV policies. The outcome of this research to provide
International ZEV Alliance with recommendations on additional strategies and mechanisms that can be employed to
strengthen the equity aspects of ZEV policies.
Transportation Modeling Options – California Energy Commission, 1112021– 0312022
Project lead. Sam led a team at ICF to evaluate the existing travel demand models utilized by CEC within the
Dynasim – the software system that CEC use to project and estimate transportation energy demand under various
scenarios and identify the limitation of the existing models, Sam also reviewed a dozen of various travel demand
models and VMT forecasting frameworks and provided CEC with recommendations on the VMT forecasting tools that
the agency can use.
NCHRP 25-55: Assessment of Regulatory Air Pollution Dispersion Models to Quantify the Impacts of
Transportation Sector Emissions, 2021 -present.
Sam was the lead for the traffic emission modeling and dispersion modeling using ADMS for this project with
Transportation Research Board of the National Academy of Science. The work Is focused on comprehensively
evaluating the dispersion models that support hotspot assessments of vehicle air pollution in regulatory applications,
assessing the best performing models, and improving confidence in modeling assessments of roadway pollution.
Development of Baseline Emissions Inventory for Transportation Network Companies (TNC) —California Air
Resources Board, Sacramento, 0112019-1212019
Program Lead. Senate Bill 1014 (SB 10141), enacted in 2018, directed the California Air Resources Board (CARB)
and the California Public Utilities Commission (CPUC) to develop and Implement measures to reduce GHG
emissions from transportation network companies (TNC). As the first step through this process, Dr. Poumazeri led a
technical team within CARB to analyze over approximately 1.4 billion trip records provided by the TNC companies
such as Uber and Lyft to determine the Greenhouse Gas (GHG) emissions associated with TNC operation in
California. This metric was used to determine the regulatory stringencies as part of the California's Clean Mile
Standard (CMS) regulation.
Freight and Passenger Transportation Policy Assessment—California Air Resources Board, Sacramento,
0112012-1012021
Program Lead. During his tenure at CARB, Dr. Pournazed conducted technical assessment and advised CARB's
executive team on several key transportation policies in California including, but not limited to, the Truck and Bus
Rule, Advanced Clean Truck (ACT) regulation, Phase 1 and 2 GHG emissions standards for medium and heavy
duty trucks, Zero emissions Transport Refrigeration Units (TRU) regulation, Ocean -Going Vessels At Berth
regulation, amendments to Commercial Harbor Craft (CHC) regulation, and the California's Advanced Clean Cars
(ACC) program.
3") CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Jeffrey Ang-Olson
Vice President, Transportation
Jeffrey Ang-Olson is a transportation planner and engineer with expertise in
vehicle activity analysis, alternative fuels, GHG and criteria pollutant emissions
analysis, land use, freight transportation, and transportation economics, He has
worked extensively in Southern California on emission reduction strategy
identification and evaluation projects. For SCAG and SBCTA, Jeff recently led
the Pathways to Clean Vehicles and Fuels in San Bernardino County study. He
is currently supporting the Port of San Diego's Clean Air Strategy. Previously
Jeff led the environmental analysis and mitigation strategy development as part
of SCAG's Comprehensive Regional Goods Movement Plan team, He also led
the emissions mitigation tasks for the Gateway Cities Air Quality Action Plan,
and served as technical lead for RCTC's Goods Movement Environmental
Justice Guidebook. He has worked extensively on freight transportation and
emission reduction strategies for the U.S. EPA. Jeff is a member of TRB's Urban
Freight Transportation Committee and a former member of TRB's Air Quality
Committee.
Relevant Project Experience
Paths to Clean Vehicle Technology and Alternative Fuels
Implementation in San Bernardino County, SCAG, 2018-20.
September 27, 2022
Years of Experience
22
Education
■ Master of City Planning, University of
California, Berkeley
■ Master of Science, Transportation
Engineering, University of California,
Berkeley
■ Bachelor of Science, Electrical
Engineering, Rice University
Certifications and Memberships
■ Certified Project Management
Professional
■ Certified National Highway Institute
Instructor
Led a study to explore ways that local and regional agencies and the private Member, Urban Freighl Committee,
sector can accelerate the penetration of clean vehicle and fuel technologies, with Transportation Research Board
a focus on San Bernardino County, California, The study considered improved vehicle fuel efficiency, electric and
fuel cell vehicles, natural gas vehicles, and several types of biofuels. Jeff directed the creation of a sophisticated
modeling framework to enable analysis of various clean vehicle and fuel scenarios, calculating criteria and GHG
emissions impacts and costs. Costs included vehicle purchase price, fueling costs, vehicle maintenance costs, and
fueling infrastructure costs. The study also identified and assessed strategies to support implementation of the most
promising scenarios, culminating in an Action Plan for local governments.
NCHRP 25.46: Deploying Clean Truck Freight Strategies, TRB, 2015.17.
Supported the development of a Guide and analytical Tool to help public agencies determine the viability and
feasibility of deploying clean truck freight strategies. The Tool enables users to quickly view the potential emission
reductions, fuel savings, and cost impacts of strategies including advanced vehicle technologies, alternative fuels,
operational strategies, and supporting infrastructure,
National Assessment for Reducing Air Pollution and Greenhouse Gases at U.S. Ports, EPA, 2014.16.
Task lead for a major study of port -related emissions and control strategies. The study estimated current and future
emissions at 19 U.S. ports, considering drayage trucks, railroads, cargo handling equipment, harbor craft and
ocean going vessels, Jeff led the evaluation of emission reduction strategies. This involved a screening assessment
to identify the most promising control strategies for 2020, 2030, and 2050, He then led calculations of emission
reduction effectiveness for approximately 20 strategies, and assessed the combined impacts of two strategy
packages.
Gateway Cities Air Quality Action Plan, Los Angeles County Metropolitan Transportation Authority,
2011-13.
Task lead in this major study of air quality and health risk in the Gateway Cities sub -region, which includes 23 cities
in southeastern Los Angeles County. Jeff led a screening analysis to select 17 new emission control measures for
detailed evaluation. These included measures targeting area sources, on -road vehicles, and off-road equipment
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
September 27, 2022
and marine vessels. Jeff analyzed each of these measures to estimate the potential emission reduction, cost, and
cost-effectiveness, For each measure, Jeff also assessed implementation steps and timing.
Solano County Alternative Fuels and Infrastructure Plan, Solano Transportation Authority, 2012-13
Led development of an Alternative Fuels and Infrastructure Plan for Solano County, California. As part of this
project, he worked with a variety of fleet managers representing diverse interests and needs (with more than 120
service buses and another 4,000 government fleet vehicles), reviewed the regulatory framework that affects their,
respective fleets, provided an overview of alternative fuels (e.g., vehicle and fuel costs and availability), developed
an inventory of buses and infrastructure for Solano County, and developed recommendations for strategies to
pursue as part of the County's efforts to increase use of alternative transportation fuels,
Southern California Regional Goods Movement Plan, SCAG, 2010-12
Led a team that developed and analyzed emission reduction strategies as part of SCAG's Comprehensive Regional
Goods Movement Plan, The analysis focused on reducing trucking and railroad emissions in 2023 and 2035. For
trucking, several types of advanced technologies were considered, including advanced natural gas engines, hybrid
electric trucks, plug-in hybrid electric trucks, and battery electric trucks. For rail, the analysis considered strategies
such as accelerated penetration of Tier 4 locomotives, rail system electrification, and various options for low
emission switcher engines. The study also considered operational strategies such as idle reduction, expansion of
on -dock and near -dock rail, grade separation of rail intersections, and a truck inspection and maintenance program.
Opportunities to Reduce Greenhouse Gas Emissions from Trucking, Environmental Defense Fund, 2009
Led an examination of the potential for trucking sector GHG emission reductions from strategies that are not
currently a central focus of the US, EPA's SmartWay program, particularly operational strategies and strategies
focused on short -haul trucks engaged primarily in urban operation.
Impacts of Public Policy on the Freight Transportation System, Transportation Research Board, 2008-
10
Served as Principal Investigator for National Cooperative Freight Research Program (NCFRP) Project 02. The
primary objective of this project was to identify the impacts of public policy on the freight transportation system. The
project considered a wide range of policy types, including environmental, safety, public health, security, energy,
land use, trade, infrastructure investment and finance, and infrastructure operations and maintenance policies.
Goods Movement Environmental Justice Guidebook, Riverside County Transportation Commission,
2007-09.
As part of a consultant team, led the development of a guidebook for local governments on mitigating the
environmental impacts of goods movement in Southern California, Jeff identified low-income and minority
communities in the region and assisted with the creation of maps showing the proximity of these communities to
major goods movement facilities (highways, rail lines, rail yards, ports, warehousing centers, etc.). He assessed the
air quality, public health, congestion, and economic impacts of goods movement, focusing on five facility types:
truck highways, rail lines, rail yards, ports, and ware houseldistrlbution centers. The guidebook describes effective
strategies for local governments and community groups to mitigate these impacts,
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Carrie Giles
Director, Transportation
Carrie Giles is an experienced project manager, leading transportation electrification
and alternative fuel vehicle work. She has worked with a wide range of clients to
address energy, environmental, and transportation policy issues and create clean
energy projects. Carrie has experience in energy market analysis, policy analysis,
technology commercialization, readiness planning, implementation work, and
business development. Carrie works extensively on alternative fuel vehicle programs
in conjunction with programs from the U.S. Department of Energy (DOE), the
National Renewable Energy Laboratory (NREL), utilities, and numerous state and
local governments. She has worked on projects that include vehicles fuels such as
electricity, natural gas, propane, biodiesel, and fuel cell technologies.
Select Project Experience
Project Manager - State and Federal Alternative Fuels Laws and Incentives
Database Update, NREL, 2014 -Present
Leads and supports a team of clean transportation experts to provide monthly
updates for NREL's existing online database of state and federal alternative fuel laws
and incentives and identifies new laws and incentives. This project requires
extensive research that spans government legislative, state energy office, and
private utility websites. Tracks state and federal legislation to create policy and case
study bulletins on legislative trends and issues.
September 27, 2022
Years of Experience
15+Years of Experience
Education
MST, Environmental Science,
University of Utah
BA, History, University of
Maryland, Baltimore
Educatlon
Project Management Professional
(PMP) certification, Project
Management Institute
Project Manager - Maryland Zero Emission Electric Vehicle Infrastructure
Council (ZEEVIC), Maryland Department of Transportation (MDOT), 2016 -Present
Managing a team providing technical and policy support for MDOT, and particularly EVIC, to help coordinate the
electric vehicle (EV) and electric vehicle supply equipment (EVSE) efforts Statewide. Helping prepare State reports
related to EV and EVSE, provide support at EV meetings across the State, and continue work on the MarylandEV.org
communications campaign, Previously developed an electric vehicle outreach program to drivers, business owners,
property managers, and vehicle dealerships to raise awareness of electric vehicle options and incentives in the State
of Maryland. Analyzed Maryland vehicle registrations for electrification options while surveying Marylanders to
identify electric vehicle deployment opportunities. Hosted two workplace charging workshops to engage Maryland
businesses and remove barriers for station deployment.
Project Manager - EVsmart Program Implementation and Outreach, Baltimore Gas & Electric (BGE), 2019 -
Present
Providing guidance and coordination on Maryland EV efforts, to implement the EVsmart Program as efficiently as
possible. Managing event support efforts to promote the EVsmart program within BGE service territory and educate
customers on the benefits of transportation electrification. Creating a dealership outreach program for dealerships to
more successfully sell EVs,
Project Manager - Transportation Electrification Blueprint (Blueprint), County of Los Angeles, 2019
Provided an overview of the state of transportation electrification for various local municipalities within Los Angeles.
Compiled research from County partners to create a cohesive Blueprint for the Los Angeles region, as a deliverable
to the California Energy Commission (CEC). Provided editing, graphics, and formatting design for the Blueprint.
Project Manager - Electric Vehicle Charging Siting Analysis, County of Los Angeles, 2017-2019
Led a team researching the County's EVSE needs, for both fleets and employees, Provided siting analysis via GIS
outlay, to determine the current charging capacity, the potential for charging expansion, and the needs for charging
as they relate to the surrounding community, Ms, Giles led grant writing opportunities for the County in conjunction
with local utilities and EV market partners.
Project Manager - Alternative Fuel School Bus Study, Maryland Energy Administration, 2019.
Led a team evaluating the feasibility of replacing diesel school buses with natural gas, propane, and electric school
buses in the state of Maryland, Provided a technology and market update for each alternative fuel, and Intervlewed
fleet managers state-wide to gauge interest in alternative fuels.
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan September 27, 2022
Project Manager - Massachusetts State Fleet Electrification Study, Massachusetts Department of Energy
Resources, 2017
Led a team to identify electrification opportunities for vehicles owned and operated by Massachusetts.
Project Manager - EV Everywhere Workplace Charging Challenge, NREL, 2014.2017
Managed a team with NREL and DOE to expand EVSE availability nationwide through companies pledging their
commitment to providing EVSE for employee use. The ICF team created and enacted a methodology to recruit
partners nationwide to the become Challenge partners and raise awareness of workplace charging as a critical piece
of EV deployment. Actively recruited partners, provided account management for partners, supervised employees
completing outreach, developed documents to convey technical information to employers, and spoke on workplace
charging at conferences and workshops.
Deputy Project Manager - Electric Vehicle Feasibility Study, Yukon Energy Corporation, 2015.2016
Investigated the feasibility of operating EVs and EVSE in the Yukon Territory. Research Involved a literature review,
manufacturer interviews, and Yukon EV driver interviews on the feasibility of operating EVs and EVSE in freezing
temperatures. Analysis was conducted to determine what infrastructure and grid load changes are required for wide-
scale EV deployment in the Yukon.
Northern Director, Utah Clean Cities Coalition, 2009.2011
While employed at Utah Clean Cities Coalition, served as northern director. Represented the DOE's Clean Cities
program, working extensively with alternative fuels for vehicles as well as with electric powered vehicles such as fuel
cells, hybrid technologies, and EVs for fueling station creation, public education, implementation, and more. Managed
and created all marketing, communications, fundraising, and public relations. Administered every aspect of a $14.9
million American Recovery and Reinvestment Act grant from DOE to the Coalition and over 20 sub -recipients, to
displace 1.1 -million -gallons of petroleum annually by funding the purchases of alternative fuel and hybrid vehicles, as
well as creating natural gas fueling stations for vehicles, EVSE, and the state's first LNG station.
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Ramon Molina Garcia
Transportation Specialist
Ramon is a Transportation Specialist in the Climate, Energy and Transportation group
at ICF. He focuses on evaluating zero -emission vehicle penetration and their impacts
on emissions reductions and energy use, His recent research experiences involve
transitioning diesel heavy-duty vehicles to battery -electric and hydrogen fuel cell
vehicles to meet California environmental goals.
Prior to joining ICF, he earned his MS degree in Mechanical and Aerospace
Engineering at the University of California, Irvine, with a research emphasis on zero -
emission buses for public transportation. Ramon looks forward to becoming more
involved in advising government agencies on electrification of transportation as he
develops expertise in cleaner vehicle technologies.
Project Experience
Clean Truck Comparative Report—LA Metro, Los Angeles, 0412022 -Present.
Technical Report Support. Co-author of a series of technical reports for LA Metro's
Clean Truck Initiative.
Roadmap Planning for Zero -Emission Transit—University of California, Irvine,
06/2019- 1212021
Graduate Student Researcher. Investigated technoeconomic Implications of CARB's
Innovative Clean Transit Regulation. An assessment of available battery- and fuel cell
electric buses was performed to create a bus fleet management optimization tool.
Drafting OCTA's zero -emission bus plan showed that a homogenous fuel cell electric
bus fleet saves millions compared to mixed fleet.
Comparative Study on Environmental -Economic Impacts of Fuel Cell and Battery -
Electric Buses within a Microgrid—SCAQMD, Irvine, 0612019 -1212019
Vehicle Study Lead and Technical Report Support. Conducted vehicle metrics study
on UCl's BY battery -electric bus fleet to determine significant impacts on fuel
economy. Co-authored technical report delivered to SCAQMD.
September 27, 2022
Education
MS, Mechanical and Aerospace
Engineering, University of California,
Irvine, 2021
Bachelor of Arts, Physics, Macalesler
College, 2019
Experience in vehicle
market research and
performance analysis for
battery and hydrogen fuel
cell electric vehicles for
impact statements and
technology
COVID-19 Impacts on Air Quality, Climate, Health, and Energy—University of
California, Irvine, 0312021- 0612021 recommendations.
Lead Technical Writer and Mentor. Graduate course in which mechanical
engineering and chemistry students took on the unique challenge of identifying the impacts of COVID-19 on air
quality, climate, public health, and energy.
Employment History
ICF, Transportation Specialist, 0412022 - Present
University of California, Irvine. Graduate Student Researcher. Irvine, CA. 0612019 - 0912021.
CONFIDENTIAL
1
rte.
Years of Experience
Professional start date: 2022
ICF start date: 04/2022
Education
MS, Mechanical and Aerospace
Engineering, University of California,
Irvine, 2021
Bachelor of Arts, Physics, Macalesler
College, 2019
Experience in vehicle
market research and
performance analysis for
battery and hydrogen fuel
cell electric vehicles for
impact statements and
technology
COVID-19 Impacts on Air Quality, Climate, Health, and Energy—University of
California, Irvine, 0312021- 0612021 recommendations.
Lead Technical Writer and Mentor. Graduate course in which mechanical
engineering and chemistry students took on the unique challenge of identifying the impacts of COVID-19 on air
quality, climate, public health, and energy.
Employment History
ICF, Transportation Specialist, 0412022 - Present
University of California, Irvine. Graduate Student Researcher. Irvine, CA. 0612019 - 0912021.
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Max Kaffel
Transportation Specialist
Max Kaffel has three years of research experience in sustainable transportation
and renewable energy systems. He specializes in transportation planning and
policy with expertise in economic analyses and greenhouse gas accounting.
Relevant Project Experience
Joint Office Technical Assistance (TA)—National Renewable Energy
Laboratory, February 2022 -Present
The TA responds to technical inquiries from state agencies and related entities
that are generated as a result of the work of the DOT/DOE Joint Office, whose
work expands state EV charging deployment. These inquiries require in-depth
research and understanding of EV and EV charging programs under the
Bipartisan Infrastructure Law. Mr. Kaffel supports the daily operations of the TA
team by responding to inquiries.
September 27, 2022
Years or Experience
■ Professional start date: 09/2017
■ 1CF starl date, 03/2019
Education
Development of U.S, Greenhouse Gas Emissions Inventory for the Bachelor of Science, University
Transportation Sector and Transportation GHG Report—United States of California, Berkeley
Environmental Protection Agency, March 2020 -Present
Currently producing the mobile sources section of the official U.S. GHG Inventory. This work includes collection of
activity data, research into improved on -road and off-road emissions factors, the use of the MOVES Model and the
NONROAD Model, and the development of outreach materials and reports. This work is conducted annually and
includes a QA/QC process and an annual consideration of improvements in the methods and data used – for the
U.S. Environmental Protection Agency.
Freight Logistics Transportation Research and Analysis—United States Environmental Protection
Agency, October 2020 -February 2021
Served as the analyst for a study of the third -party logistics industry for the EPA SmartWay program. The SmartWay
Transport Partnership is an EPA voluntary program that helps industry reduce Greenhouse Gas (GHG) emissions by
enabling the environmental and energy benchmarking of carrier, shipper, 3PL and multimodal freight transportation
operations. Conducted market research to characterize all of the different 3PL industry segments, including
dedicated contract carriage, domestic transportation management, international transportation management and
value-added warehousing and distribution. The purpose of the research was to estimate the environmental impact of
different 3PL sectors – for the Environmental Protection Agency.
Renewable Sources of Natural Gas; Supply & Emissions Reduction Assessment Study, American Gas
Foundation (AGF), March 2019 -February 2020
Max helped support the resource assessment research as well as assisted on the drafting of multiple report sections.
Offering assistance throughout the project, Max utilized his research experience to develop biomass feedstock
potential estimates, which informed the scenario -based analysis that the report employs.
Climate Action Report, California Department of Transportation (Caltrans), March 2019 -April 2020
ICF is providing support with the development of a Climate Action Plan (CAP) for the California Department of
Transportation. Max is assisting with the analysis of VMT and GHG transportation mitigation measures. His duties
include assessing the technological and cost feasibility of transportation planning improvements that can be applied
statewide.
Infrastructure Carbon Estimator (ICE) Tool, Minnesota Department of Transportation (MnDOT), March
2019 -March 2021
ICF is updating and enhancing the scope of the ICE tool, which is an excel -based model that estimates the lifecycle
energy and greenhouse gas (GHG) emissions from the construction and maintenance of transportation facilities. Max
is supporting with quality assurance duties for the revised tool as well as preparing an ICE tool instructional webinar
and will provide ongoing technical assistance as needed,
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan September 27, 2022
CMAQ Input Data Dictionary, Federal Highway Administration (FHWA), May 2019 -June 2019
Max develop the data dictionary for the transportation demand management (TDM) Inputs. With the purpose of giving
users a higher level of detail and clarity, the data dictionary provided CMAQ users recommendations on
methodology, common errors, resources, and for inputs that were less self-explanatory, clear definitions of what the
input should represent.
Mobility Management Strategy Guidebook, San Diego Association of Governments (SANDAG), May
2019
Max supported the writing and editing duties of the Mobility Management Strategy Guidebook; the guidebook detailed
transportation strategies including employer commute programs, land use strategies, parking management,
neighborhood enhancements, transit strategies, and transportation system management, With an emphasis on
reducing vehicle miles traveled (VMT), the guidebook offers strategies to reduce traffic congestion, greenhouse gas
and local air pollutant emissions, and related public health and environmental impacts.
Renewable Energy: Trends, Options, and Potentials for Agriculture, Forestry, and Rural America
including Puerto Rice, United States Department of Agriculture (USDA), April -May 2019
As part of an exhaustive report detailing the immense growth of renewable energy in the United States, which offers
economic, energy security, and environmental improvement opportunities for the agricultural and forestry sectors and
rural communities, Max supported the writing of two chapters entailing the technological characterization, barriers,
and public policies of corn ethanol.
Understanding the existing RNG marketplace PowerPoint, Sumitomo Corporation of Americas, April
2019
Max developed a PowerPoint presentation that identified the key renewable natural gas (RNG) market participants,
including landfill -to -gas facility owners and operators, dairy and agricultural residue facility owners and operators,
biogas clean-up technology developers, anaerobic digester developers, renewable hydrogen (steam methane
reformation), feedstock suppliers, and gasification technology developers.
LCFS Technical Support, Los Angeles County Metropolitan Transportation Authority, March 2019
As part of ongoing technical support for LA Metro, Max delivered a memorandum highlighting relevant amendments
to the low carbon fuel standard (LCFS) in 2019, including book -and -claim accounting for low -carbon intensity (CI)
electricity and new validation and verification requirements.
Employment History
ICF, Transportation Analyst, March 2019 - Present
City of Oakland & Climate Corps AmeriCorps, Energy and Sustainability Fellow, September 2018 - February 2019
The Natural Resources Defense Council, Energy and Transportation Intern, September 2017 - September 2018
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Drew Turro, MPP
Senior Transportation Spec ia
Mr. Turro has more than five years of experience working on issues related to the
reduction of greenhouse gas emissions in the energy and transportation systems.
His current work supports alternative fuel vehicle programs in conjunction with
programs from the U.S. Department of Energy (DOE), the National Renewable
Energy Laboratory (NREL), and state and local governments. Prior to joining ICF,
Mr. Turro supported transit agencies and school districts with zero -emission vehicle
deployments and long-term planning studies to assess pathways to transition their
fleets to zero -emission vehicles. He has a Master of Public Policy from the
University of Minnesota and Bachelor of Arts in Psychology from Valparaiso
University.
Project Experience
Transportation
Prince George's County EV Charger Siting Analysis—Metropolitan Washington
Council of Governments (MWCOG), 2022 - Present
Program/Project Role. Drew assists with research and analysis work to identify
potential sites for EV chargers in Prince George's County. He coordinates with staff
from Prince George's County, MWCOG, and other project partners to coordinate
data needs, solicit analysis feedback, and draft project meeting minutes.
September 27, 2022
Years of Experience
Professional start date: 09/2012
ICF start date: 05/2022
Education
Master of Public Policy, University
of Minnesota, 2019
Bachelor of Arts, Psychology,
Valparaiso University, 2012
Clean School Bus Technical Response Service—NREL, 2022 - Present
Program/Project Role. Drew supports the daily operation of the TRS by responding to inquiries related to the EPA's
Clean School Bus Program. He performs research on topics related to technical aspects of program implementation
and provides it to program applicants, industry contacts, fleet managers, original equipment manufacturers, and
government agencies.
Long -Range Zero -Emission Fleet Planning—Transfort (Fort Collins), 2021- 2022
Analyst. While at CTE, Drew conducted data analysis to inform Transfort's long-range fleet transition planning
efforts. Drew analyzed vehicle operational data, financial data, and fleet procurement schedules to assess the
feasibility and costs associate with transitioning to different zero -emission vehicle and fueling technologies.
Guide to Green Energy Adoption for Transit Agencies—National Center for Applied Transit Technology (N-
CATT), 2020 - 2021
Project Manager/Author. While at CTE, Drew led the development of a guidebook that provides an overview of
green energy technologies and their application in zero-emisslon transit fleet deployments. Drew served as the
project manager and developed content for three chapters included in the guidebook covering green energy
infrastructure, microgrids, and charge management. Drew presented a summary of the guidebook for an N-CATT
webinar, which included interviewing an agency included as a case study in the guidebook.
Zero -Emission Transit Bus Deployment—Central Florida Regional Transportation Authority (LYNX), 2020 -
2022
Lead Assoc!ate/Analyst. While at CTE, Drew provided project management and analysis support to LYNX for their
zero -emission bus deployment of eight Proterra battery -electric buses. Drew led project meetings, drafted meeting
minutes, and developed key performance indicator (KPI) reports for LYNX. KPI reports tracked operational and
financial metrics including vehicle efficiency, cost per mile, and utilization.
Getting Stockton Schools to Zero Emissions—Stockton Unified School District (SUSD), 2020 -2022
Lead Associate/Analyst. While at CTE, Drew provided support for SUSD both on their deployment of 11 Blue Bird
electric school buses (ESB) and long-range zero -emission fleet planning activities. Drew developed key performance
indicator (KPI) reports for SUSD's ESB fleet, drafted quarterly reports for the California Air Resources Board (CARB),
and supported all project management tasks. Drew also analyzed vehicle operational data, financial data, and fleet
procurement schedules to assess the feasibility and costs associate with transitioning to a 100% zero -emission
school bus fleet.
CONFIDENTIAL
Zero Emission Bus Study 6 Rollout Plan
September 27, 2022
Zero -Emission Transit Bus Deployment—Lane Transit District (LTD), 2019 – 2022
Lead Associate/Analyst. While at CTE, Drew provided project management and analysis support to LTD for their
zero-emisslon bus deployment of two BYD battery -electric buses (BEB) and 11 New Flyer BEBs. Drew supported
project management tasks including drafting meeting minutes, monthly reports, and project schedules. Drew also
supported analysis tasks, including key performance indicator (KPI) reports, on -route charging analyses, utility rate
modeling, total cost of ownership assessments of different vehicle technologies, and the development of data
processes and definitions to inform the transition of KPI reporting to LTD.
Employment History
ICF, Senior Transportation Specialist. Minneapolis. 05/2022 – Present.
Center for Transportation and the Environment (CTE). Lead Associate. St. Paul, MN. 07/2019 – 05/2022,
Minnesota Department of Commerce. Intern – Conversation Improvement Program. St, Paul, MN. 06/2018 –
0712019.
Valparaiso University. Assistant Director of Alumni Relations. Valparaiso, IN. 12/2013 – 06/2017.
Lewis University. Freshman Admission Counselor. Romeoville, IL. 09/2012 –12/2013
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Jeff Grant
September 27, 2022
„.,C IHTEC
FUELING THE DRIVE TO HPDR!
PROFILE SUMMARY
Jeff Grant has over 22 years' experience in business and project
development, and government relations In the hydrogen sector, With a
passion for electrification of the transportation industry, Jeff has been
instrumental in developing hydrogen and fuel cell equipment
deployments In early markets.
As Principal and co-founder of Zen Clean Energy Solutions (acquired by
HTEC in March 2022), Jeff led Zen's project development and fleet
transition verticals with a focus on creating and refining ideas, finding and
securing non -dilutive funding, identifying partnerships, and delivering
contracts. He led multiple project development files for Zen, including key
partnerships for HTEC's early-stage light-duty fueling network in BC.
At HTEC, Jeff is responsible for the Transportation Solutions department,
involving fleet transition planning, transportation project development
and execution, and vehicle leasing for heavy-duty fleet partners. Jeff
recently served as the vice -chair of Hydrogen BC.
Priorto starting Zen, Jeffwas with Ballard Power Systems for over 15 years
In several key business development roles, Including the commercial lead
for the North American bus market, and account manager for Ballard's
largest customer at the time, Plug Power. Jeff also led several key external
relations activities at Ballard, Key roles include:
■ Chair, Canadian Transportation Fuel Cell Alliance Working Group
Chair, Canadian Sub -Committee to IEC TC/105
• Chair, California Fuel Cell Partnership Bus Team
Jeff studied Business Administration at Carleton University and Algonquin
College and has certificates from BCIT, Caltech, and the Sauder School of
Business.
SELECTED PROFESSIONAL EXPERIENCE
• British Columbia Hydrogen Study, Canada, 2019 - (Government
Relations & Policy Lead) Zen led a consortium to analyse the potential
for hydrogen to help BC achieve its decarbonization goals. The study
considered both how demand for hydrogen will develop between 2020
and 2050 as well as how the Province could build up its low -carbon
production capacity to serve both domestic supply and the export market.
As part of this project, Jeff led the development of policy
CONFIDENTIAL
Zero Emission Bits Sludy & Rollout Plan
September 27, 2022
recommendations, program support and funding priorities for the Government of BC.
AZETEC - Alberta Zero Emission Truck Electrification Collaboration, Alberta, 2018 -present -
(Principal Oversight) In collaboration with key stakeholders in Alberta, Jeff helped initiate and
implement the first heavy-duty fuel cell electric truck project in Alberta. AZETEC is an industry -led
initiative to reduce emissions from Alberta's heavy-duty transportation sector by harnessing the
benefits of low
HTEC Commercial Business Development, North America, 2015-present—(Embedded Role,
Director of Corporate Development) HTEC is a private company developing fueling solutions to
support the supply of hydrogen to new retail fuel markets, as well as existing wholesale markets,
through hydrogen infrastructure and technology solutions. HTEC is the Canadian leader in owning
and operating hydrogen fueling stations in the country, developing 4 of the first 5 commercial fueling
stations nationally. Jeff oversees the project development activities in California, Quebec, British
Columbia and Alberta. His areas of focus include securing funding from multiple levels of government;
managing partnerships with key suppliers; and developing site license agreements with the host sites
including Shell and 7 -Eleven (Esso).
■ Ballard Power Systems Commercial Business Development, North America, 2015-2019—
(Project Development) Ballard Power Systems is a leading global provider of innovative clean energy
and fuel cell solutions.Jeff provides project development services for targeted heavy-duty applications
like goods movement equipment at the ports, transit buses, and class s trucks. Jeffs areas of focus
include: securing government contracts that result in large scale commercial agreements with vehicle
OEM's; rolling stock; and supporting fuelling infrastructure.
■ BAE Systems Commercial Business Development, North America, 2016-present—(Project
Development) BAE Systems is a leading global provider of green power and propulsion solutions for
trucks, buses and other heavy-duty applications. Jeff provides government relations and project
development services for seaport applications in California incorporating BAE Systems hybrid electric
drivetrain solutions.
Canadian National Hydrogen Strategy, NRCan, 2020 - (Project Lead, Policy and Funding
Priorities) Zen has been down selected to develop the national hydrogen strategy for Canada under
contract to Natural Resources Canada (NRCan). The hydrogen strategy will leverage materials and key
learnings from other studies and stakeholder engagement undertaken by NRCan and its previous
consultants. Zen's primary scope will be to synthesize the existing material into a cohesive strategy
and roadmap that sets short-term, mid-term, and long-term recommendations and defines clear roles
and responsibilities needed to achieve the roadmap targets. Jeffwill lead the policy recommendations
and funding priorities for the study.
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Tim Murray
September 27, 2022
WHTEC
HTEC FUELING THE DRIVE TO HYDROGEN
PROFILE SUMMARY
Tim manages HTEC's Transportation Solutions - Modelling and Analysis
activities, which includes modelling and analysis of heavy-duty fleet
vehicles and infrastructure to develop long-range plans to deploy zero -
emission technologies. The data -driven approach provides fleet operators
with key insights into the benefits and challenges of transitioning to zero -
emission operation and identifies key pitfalls that operators can avoid by
building a solid roadmap for success. Tim brings seven years of experience
in clean energy and sustainability to his role where he specializes in
technical analysis, project management, and market assessment. He
creates analytical models to answer complex questions using literature
sources and real-world operating data.
Prior tojoining HTEC, Tim led Zen Clean Energy'stransit planning activities
and worked as a consultant in the clean energy sector. At Zen, he
developed long-range plans for five public transit agencies to transition
their fleets to 100% zero -emission vehicles over the next 15 to 25 years.
These plans ensure optimal and customized transition pathways that
meet transit agency operational needs while aligning with strategic
initiatives. The plans call for a combination of hydrogen fuel cell and
batteryelectric buses and paratransitvehlcles and considerall coststothe
agencies including bus purchases, hydrogen fueling or battery charging
infrastructure, facility upgrades, vehicle maintenance, and fuel.
Mr. Murray is a registered Engineer -in -Training with Engineers and
Geoscientists of British Columbia (EGBC).
SELECTED PROFESSIONAL EXPERIENCE
HTEC / Zen January 2019 - Present
Manager, Fleet Transition Planning
Fresno Area Express Zero -Emission Vehicle Transit Plan, United
States of America, 2020 — (Project Manager) Fresno Area Express (FAX)
is a public transit agency operating in Fresno, California. Zen wrote a plan
for FAX to transition its fleet of 112 fixed route buses and 48 paratransit
vehicles to zero emission by 2040. Mr. Murray was the primary technical
contact and managed the project's schedule and budget. Mr. Murray also
led the modelling and technical analysis of FAX's operations to identify key
constraints such as infrastructure siting, cash-flow, and operating
schedule. Mr. Murray also connected FAX with electric charging and
hydrogen fuelling infrastructure suppllers, and zero emission bus OEMsto
develop operator training plans and estimate overall capital expenditures.
CONFIDENTIAL
Zero Emission Bus Study & P,ollout Plan
September 27, 2022
Golden Empire Transit Zero -Emission Vehicle Transit Plan, United States of America, 2020 —
(Project Manager) Golden Empire Transit (GET) is a public transit agency operating in Bakersfield,
California. Zen wrote a plan for GET to transition its fleet of 85 fixed route buses and 22 paratransit
vehicles to zero emission by 2040. Mr. Murray was the primary technical contact and manages the
project's schedule and budget. He led the technical modelling of GET's existing bus routes to
determine the most cost-effective and efficient blend of battery electric and fuel cell electric
replacement buses. Mr. Murray conducted a techno-economic analysis over the transition plan's
lifetime to guide GET's long-range transit planning and budget allocation,
SunLine Key Performance Indicator Report Project, United States of America, 2019-2022—
(Project Manager) Mr. Murray led the development of monthly report showing key performance
indicatorsfor SunLine Transit's bus fleet and hydrogen electrolyzer station. The reports are generated
using several data sources including SunLine's fuel management system, utility billing data, and the
electrolyzer station's PLC system. The reports track parameters including station availability, bus fleet
fuel economy, number and success of fuelling events, bus operating expense, and hydrogen fill rate.
SunLine Transit Zero -Emission Vehicle Transition Plan, United States of America, 2019-
ongoing—(Project Manager) SunLine Transit is a public transit agency operating in the Coachella
Valley in Southern California. Zen wrote a plan for SunLine transit to transition their fleet of 81 buses
and 39 paratransit vehicles to zero -emission by 2040. Mr. Murray conducted extensive modelling to
optimize the mix of battery electric and hydrogen vehicles in the fleet based on cost, technical
capabilities, and operational constraints. He forecasted hydrogen, natural gas, and electricity demand
and estimated costs related to vehicle and infrastructure purchases, fuel, and maintenance.
Detroit Department of Transportation Zero Emission Bus Fleet Transition Plan, United States
of America, 2022 - (Project Manager) Detroit Department of Transportation (DDOT) is the public
transportation operator in Detroit, Michigan, operating a fleet of 292 fixed -route transit buses. Zen
was responsible for creating a rollout plan to transition DDOTs fleet to 100% zero -emission by 2050.
Mr. Murray acted as project manager and oversaw key elements of the plan including hydrogen,
diesel, and electricity demand over time, fleet purchasing schedules, projected capital and operating
costs from bus and fuelling infrastructure procurement and bus fuel and maintenance, projected
GHG emissions, and analyses to determine the optimal mix of battery electric and fuel cell electric
buses for the fleet.
Alberta Zero Emission Hydrogen Transit Fleet Transition Plans, Canada, 2021 - ongoing -
(Project Manager) The Alberta Zero Emission Hydrogen Transit (AZEHT) project will demonstrate
two hydrogen fuel cell electric buses to be used inroad trials shared by four transit agencies within
the municipalities of Edmonton, Strathcona County, Calgary, and Banff/Bow Valley, located in
Alberta Canada. As part of AZEHT, HTEC is providing zero -emission fleet transition plans to the four
public transit agencies to provide comprehensive guidelines to how they can transition their fleets to
100°/% zero -emission. Tim is acting as project manager and technical oversight forthe transition
plans, including hydrogen, diesel, and electricity demand over time, fleet purchasing schedules,
projected capital and operating costs from bus and fuelling infrastructure procurement and bus fuel
and maintenance, projected GHG emissions, and analyses to determine the optimal mix of battery
electric and fuel cell electric buses for the fleet. The status and size of the agencies being analyzed
are as follows:
o Edmonton Transit Service (ETS), complete, 1048 planned fixed -route buses, 4 garage
facilities, 100% ZEB by 2040
o Strathcona County Transit (SCT), complete, 52 single-decker buses, 20 double-decker
buses, 100% ZEB by 2048
o Roam Transit (Banff/Bow Valley), in progress
o Calgary Transit, in progress
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Cleone Robinson
HTEC
PROFILE SUMMARY
September 21, 2022
Of HTEC
FUELING THE DRIVE TO HYDROGEN
Cleone Robinson is an EIT at HTEC on the Transportation Solutions -
Modelling and Analysis team. Cleone specializes in data analysis,
transportation energy and performance modelling, techno-economic
analysis, and advanced visual representation of combined qualitative and
quantitative data.
Cleone led the KPI modelling for SunLine Transit Agency - a public transit
agency in California - to provide insight on electrolyzers, hydrogen filling
stations, and clean energy transit fleets to SunLine and the California Air
Resources Board (GARB). Cleone has been the modelling and analysis lead
on several zero -emission bus fleet transition plans, including 3 Innovative
Clean Transit (ICT) Regulation plans in California. The ICT plans required
transit agencies to fully transition their fleets to 100% zero -emissions by
2040 and included a combination of battery electric buses and fuel cell
electric buses to replace current CNG and paratransit buses being
operated; while considering the capital expenditures of buses,
infrastructure restrictions, fuel and maintenance costs, and the energy
requirements for routes operated by the agency. Cleone has developed
numerous site infographics and site schematics to support clean energy
models, requests for information, and reports.
Prior to joining HTEC, Cleone studied at Queen's University in Kingston,
Ontario, where she obtained a Bachelor of Applied Science, with a Major
in Mechanical Engineering. While at Queen's, Cleone's studies focused on
clean energy including designing an energy -interface module for a district
energy line powered by CHP and biofuel in a remote community as part
of the Northern Communities Project, designing and prototyping a micro -
wind turbine, Pelton wheel water turbine, and a mini passive and active
solar building.
SELECTED PROFESSIONAL EXPERIENCE
HTEC / Zen
EIT, Modelling and Analysis
November 2019 - Present
SunLine Transit Zero -Emission Vehicle Transit Plan, United States
of America, 2020—(Analyst) Ms. Robinson is led the route analysis for
the Zero -Emission Vehicle Transit Plan at SunLine Transit which Is a public
transit agency located in the Coachella Valley in Southern California. Zen
wrote a plan to transition SunLine's current fleet consisting of 81 buses
and 39 paratransit vehicles to zero -emission by 2040. Cleone was
responsible for determining the number of battery electric and fuel cell
buses needed to replace SunLine's current fleet based on the routes
CONFIDENTIAL
Zcro Emission Bus Study & Rollout Plan
September 27. 2022
offered by the agency and the power restrictions of each innovative technology. She developed a
complex model to analyse the energy required to complete unique duty cycles and if a specific fuel
cell or battery electric bus model would be able to complete each route.
Fresno Area Express Innovative Clean Transit Plan, United States of America, 2020 —(Analyst)
Fresno Area Express is a public transit agency operating in San Joaquin Valley in California. Zen was
responsible for transitioning Fresno's fleet of 114 buses and 56 paratransit vehiclesto zero -emissions
by 2040 in accordance with the Innovative Clean Transit Regulation in California. Ms. Robinson was
responsible for determining the combination of fuel cell and battery electric vehicles and the timeline
for future bus purchases based on cost, technical capabilities (route analysis), and operational
constraints. In her model, Cleone also forecasted hydrogen, electricity, and natural gas demand from
2020 to 2040, as well as estimating costs related to vehicle and infrastructure purchases, fuel, and
maintenance.
Golden Empire Transit Innovative Clean Transit Plan, United States of America, 2020 - (Analyst)
Golden Empire Transit is a public agency operating in Bakersfield California. Zen was responsible for
transitioning GETS fleet of 85 buses and 22 paratransit vehicles to zero -emission by 2040 in
accordance with the Innovative Clean Transit Regulation in California. Ms. Robinson was responsible
for determining the combination of fuel cell electric and battery electric vehicles and the timeline for
future bus purchases based on cost, technical capabilities (route analysis), and operational
constraints. In her model, Cleone also forecasted hydrogen, electricity, and natural gas demand from
2020 to 2040, as well as estimating total cost of ownership for different transition scenarios.
Detroit Department of Transportation Zero Emission Bus Fleet Transition Plan, United States
of America, 2022 - (Analyst) Detroit Department of Transportation (DDOT) is the public
transportation operator in Detroit, Michigan, operating a fleet of 292 fixed -route transit buses. Zen
was responsible for creating a rollout plan to transition DDOT's fleet to 100% zero -emission by 2050.
Cleone was responsible for the purchasing schedule, financial analysis, GHG reduction calculations,
and fuelling infrastructure sizing requirements based on industry trends, technical capabilities, and
operational constraints.
Alberta Zero Emission Hydrogen Transit Fleet Transition Plans, Canada, 2021 - ongoing -
(Analyst) The Alberta Zero Emission Hydrogen Transit (AZEHT) project will demonstrate two
hydrogen fuel cell electric buses to be used in road trials shared by four transit agencies within the
municipalities of Edmonton, Strathcona County, Calgary, and Banff/Bow Valley, located in Alberta
Canada. As part of AZEHT, HTEC is providing zero -emission fleet transition plans to the four agencies
to provide comprehensive guidelines to how they can transition their fleets to 100% zero -emission.
Cleone is responsible for the purchasing schedule, financial analysis, GHG reduction calculations,
and fuelling infrastructure sizing requirements based on industrytrends, technical capabilities, and
operational constraints. The status and size of the agencies being analyzed are as follows:
o Edmonton Transit Service (ETS), complete, 1048 planned fixed -route buses, 4 garage
facilities, 100% ZEB by 2040
o Strathcona County Transit (SCT), complete, 52 single-decker buses, 20 double-decker
buses, 100% ZEB by 2048
o Roam Transit (Banff/Bow Valley), in progress
o Calgary Transit, in progress
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Tyler Dickens
HTEC
PROFILE SUMMARY
September 27, 2022
4PHTEC
FUELING THE DRIVE TO HYDROGEN
Mr. Tyler Dickens works in the Transportation Solutions - Modelling and
Analysis team at HTEC. Tyler's works on projects which have a focus on
zero -emission transportation, electrification, hydrogen and fuel cells. Tyler
specializes in data science, transportation energy and performance
modelling, technoeconomic demand modelling, and advanced visual
representation of combined qualitative and quantitative data.
Tyler studied at the University of British Columbia in Vancouver, BC, where
he obtained a Bachelor of Applied Science in Civil Engineering, with a Minor
in Commerce and a Focus in Environmental Engineering. Prior to joining
Zen, Tyler worked directly with a variety of public, private and first nation
clients. Tyler has worked in a variety of integral roles on major
infrastructure projects including the Transmountain Pipeline Project, the
Pattullo Bridge Replacement Project, the YVR jet Fuel Pipeline Project, and
more.
SELECTED PROFESSIONAL EXPERIENCE
HTEC / Zen
Engineering Associate
January 2022 - Present
Edmonton Transit Service Zero (ETS) Emission Bus Transition Plan,
Canada, 2022 (Analyst) Tyler supported the Fleet Transition Plan for ETS,
creating a roadmap for ETS to move towards a fleet of fully Zero Emission
Buses (ZEBs). Tyler performed backend modeling forthe analysis.
• Detroit Department of Transportation (DDOT) Zero Emission Bus
Transition Plan, Canada, 2022 (Analyst) Tyler supported the Fleet
Transition Plan for DDOT, creating a roadmap for DDOT to transition to a
fully ZEB fleet. Tyler performed backend modeling for the analysis,
including an exploratory analysis of energy consumption of bus heaters in
cold weather conditions.
■ BC Hydrogen Station Permitting Guidebook, Canada, 2022
(Technical Writer) - To support the Hydrogen Fueling Program, the
Ministry of Energy, Mines, and Low Carbon Innovation (EMLI) are
developing a B.C.-specific hydrogen station permitting guidebook. The
intention of the guidebook will be to provide a resource for EMLI's
Hydrogen Fueling Program and provide support for hydrogen fueling
station developers and local governments as they work through the
permitting process, and encourage hydrogen station development in the
province.
CONFIDENTIAL
Zeio Emission Bus Study & RnIIOut Plan
September 27, 2022
Zero -Emission Vehicle Route Energy Analysis Modelling Tool, Canada, 2022 (Lead Software
Developer) Zen has created a proprietary model that predicts the performance of battery electric
and fuel cell electric buses on existing bus routes. The tool supports Zen in optimizing plans for
clientsto deploy zero -emission buses and fueling/charging infrastructure.
Alberta Zero Emission Hydrogen Transit Fleet Transition Plans, Canada, 2021 - ongoing -
(Analyst) The Alberta Zero Emission Hydrogen Transit (AZEHT) project will demonstrate two
hydrogen fuel cell electric buses to be used in road trials shared by four transit agencies within the
municipalities of Edmonton, Strathcona County, Calgary, and Banff/Bow Valley, located in Alberta
Canada. As part of AZEHT, HTEC is providing zero -emission fleet transition plans to the four
agencies to provide comprehensive guidelines to howthey can transition their fleets to 100% zero -
emission. Tyler performs backend modeling for the analysis, including an exploratory analysis of
energy consumption of bus heaters in cold weather conditions and hydrogen infrastructure sizing
and cost estimations. The status and size of the agencies being analyzed are as follows:
o Edmonton Transit Service (ETS), complete, 1048 planned fixed -route buses, 4 garage
facilities, 100%ZEB by 2040
o Strathcona County Transit (SCT), complete, 52 single-decker buses, 20 double-decker
buses, 100% ZEB by 2048
o Roam Transit (Banff/Bow Valley), in progress
o Calgary Transit, in progress
Core6 Environmental
September 2018 - December 2021
Environmental Engineer
• Provided on-site expertise to the Pattullo Bridge Replacement Project Team for the strategic
implementation and management of environmental programs project -wide.
• Provided construction oversite on complex projects to ensure project compliance with applicable
regulations, guidelines and contractual obligations.
• Worked directly with clients and contractors to coordinate and implement environmental field
investigations. Clients included public, private, and first nations groups across BC, Yukon and
Northwest Territories.
• Wrote proposals and environmental reports to meet individual client needs.
• Provided clients with interpretation of applicable regulations, standards, guidelines and permits.
G H D Ltd. September 2017 -July 2018
Junior Engineer
• Coordinated the procurement of equipment valued over $2,000,000 for over ten first nation solid
waste projects across BC.
* Designed and implemented recycling, solid waste and composting programs in remote first nation
communities, coordinating directly with senior band members and band managers.
Managed the operation of the landfill gas flare at the Bailey Landfill in Chilliwack, BC, monitoring
live gas composition levels and adjusting the landfill gas extraction wells to optimize performance.
Modeled landfill leacheate and greenhouse gas emissions, and worked with a team designing
landfill systems.
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Section V: Fee Proposal
September 27, 2022
ICF has prepared this submission on a Time & Materials Not -to -Exceed basis. ICF's estimate Is based on
experience in performing similar work for other clients and reflects the results of the detailed analysis of the different
activities to be performed under each task and the total estimated number of deliverables (Including drafts and final
versions) that will be required. This price is what we believe Is appropriate to achieve CITY's objectives for this
study and deliver all the necessary work products, Additionally, ICF's distribution of hours by labor categories
reflects the staffing mix that ICF believes will be most cost effective in completing this work, ICF reserves the right
to reallocate hours between labor categories as we see fit to complete the work in the most efficient manner within
the overall ceiling. Our proposed period of performance for the resulting award is approximately 8 months, ending
July 1, 2023, The final project schedule will be developed jointly between ICF and the City of Lodi after the project Is
awarded,
As described in the RFP, ICF understands that expenses for travel, in-house reproduction, other reproduction used
in the administration of the contract, or any other reasonably anticipated expenses, will be considered as non -
reimbursable overhead expenses. Therefore, none of those expenses are included in our Pricing Sheet.
Price Assumptions
• ICF assumes that all payments will be due within (30) days after receipt of an acceptable invoice.
High -Level Budget per Task
Task 1: Project Management 55 $11,812,47
Task 2: Transition Planning Implementation Analysis 198 i $32,108.72
Task 3: Financial Analysis 180 $32,003.87
Task 4: Zero Emission Bus Rollout Plan 129 $23,988.23
Total (Not -to -Exceed) 562 $99,913.29
CONFIDENTIAL
Zero Emission Bus Study & Rollout Plan
Hours per Labor Category
September 21, 2022
Project Director
$275,44
2
0
0
4
6
$1,652.64
Project Manager
$199.52
32
8
0
24
64
$12,769.28
Deputy Project Manager
$219.59
10
0
0
24
34
$7,466.06
Senior Consultant
$186.03
0
24
40
0
64
$11,905.92
Consultant
$135.25
0
40
40
40
120
$16,230.00
Analyst
$99.49
0
40
0
0
40
$3,979.60
Principal Engineer
$284.24
1
2
2
4
9
$2,558.17
Senior Technical Specialist
$258.40
8
24
26
9
67
$17,312.85
Technical Specialist
$164.80
2
60
72
24
158
$26,038.76
Total
55
198
180
129
562
$99,913.28
CONFIDENTIAL
EXHIBIT C
NOTE., The City of Lodi Is now using the online insurance program PINS Advantage. Once you have been awarded a
contract you will receive an email from the City's online Insurance program requesting you to forward the small to your
Insurance provider(s) to submit the required insurance documentation electronically
Insurance Reguirements for Professional Services- ICF
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages
to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the
Contractor, his agents, representatives, employees or subcontractors.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 or equivalent covering CGL on an "occurrence"
basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no
less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately
to this project/location (ISO CG 25 03 or 25 04) or the general a ate limit shall be twice the reciulred occurrence limit,
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto or if Contractor has no owned autos, then hired, and non -
owned autos with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit
of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limits not less than
$1,000,000 per occurrence or claim.
Other Insurance Provisions:
(a) Additional Named Insured Status
The City of Lodi, its elected and appointed boards, commissions, officers, agents, employees are to be included as additional
insureds on the CGL and auto policy with respect to liability arising out of work or operations performed by or on behalf of the
Contractor including materials, parts, or equipment furnished in connection with such work or operations. General
liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form
CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20
37 if a later edition is used or equivalent endorsement forms.
(b) Primary and Non -Contributory Insurance Endorsement
The limits of insurance coverage required may be satisfied by a combination of primary and umbrella or excess insurance. For
any claims related to this contract, the Contractor's insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained
by the Entity, its officers, officials, employees, or volunteers shall be excess of the Contractor's insurance and shall not contribute
with it.
(c) Waiver of Subrogation Contractor hereby grants to City of Lodi a waiver of any right to subrogation which any insurer of said
Contractor may acquire against the City of Lodi by virtue of the payment of any loss under such insurance. Contractor agrees to
obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether
or not the City of Lodi has received a waiver of subrogation endorsement from the insurer
NOTE: (1) The street address of the CITY OF LODI must be shown along with (a) and (b) and (c) above: 221 West Pine Street,
Lodi, California, 95240; (2) The insurance industry standard ACORD form must state, on Its face or as an
endorsement, a description of therp oiect that it is insuring.
(d) Severability of Interest Clause
The term "Insured" is used severally and not collectively, but the inclusion herein of more than one insured shall not operate to
increase the limit of the company's liability under the Contractors commercial general liability and business automobile liability
policies.
(e) Notice of_CanceVation or Change in Coverage Endorsement
This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such
cancellation or reduction in coverage to the Risk Manager, City of Lodi, 221 West Pine St., Lodi, CA 95240,
Page 1 I oft pages I Risk: rev. 11/1/22
(f) Continuity of Coverage
All policies shall be in effect on or before the first day of the Term of this Agreement. At least thirty (30) days prior to the expiration of
each insurance policy, Contractor shall furnish a certificate(s) showing that a new or extended policy has been obtained which meets
the minimum requirements of this Agreement. Contractor shall provide proof of continuing insurance on at least an annual basis
during the Term. If Contractor's insurance lapses or is discontinued for any reason, Contractor shall immediately notify the City and
immediately obtain replacement insurance. Contractor agrees and stipulates that any insurance coverage provided to the City of Lodi
shall provide for a claims period following termination of coverage which is at least consistent with the claims period or statutes of
limitations found in the California Tort Claims Act (California Government Code Section 810 et seq.).
(g) Failure to Comply
If Contractor fails or refuses to obtain and maintain the required insurance, or fails to provide proof of coverage, the City may obtain
the insurance. Contractor shall reimburse the City for premiums paid, with interest on the premium paid by the City at the maximum
allowable legal rate then in effect in California. The City shall notify Contractor of such payment of premiums within thirty (30) days of
payment stating the amount paid, the name(s) of the insurer(s), and rate of interest. Contractor shall pay such reimbursement and
interest on the first (1st) day of the month following the City's notice. Notwithstanding any other provision of this Agreement, if
Contractor fails or refuses to obtain or maintain insurance as required by this agreement, or fails to provide proof of insurance, the
City may terminate this Agreement upon such breach. Upon such termination, Contractor shall immediately cease use of the Site or
facilities and commence and diligently pursue the removal of any and all of its personal property from the site or facilities.
(h) Verification of Coverage
Consultant shall furnish the City with a copy of the policy declaration and endorsement page(s), insurance industry ACORD form and
amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and
endorsements are to be received and approved by the City before work commences. However, failure to obtain the required
documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to
require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any
time. Failure to exercise this right shall not constitute a waiver of the City's right to exercise
after the effective date. If required or requested, copies of insurance polices and/or endorsements will be provided,
marked as "Privileged and Confidential" and also under the condition that said policies that are provided and marked "Privileged and
Confidential" will not become part of any public record.
(i) Self -Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of
ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy
language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or
City.
(j) Insurance Limits
The limits of insurance described herein shall not limit the liability of the Contractor and Contractor's officers, employees,
agents, representatives or subcontractors. Contractor's obligation to defend, indemnify and hold the City and its officers,
officials, employees, agents and volunteers harmless under the provisions of this paragraph is not limited to or restricted by any
requirement in the Agreement for Contractor to procure and maintain a policy of insurance.
(k) subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and
Consultant shall ensure that City is an additional insured on insurance required from subcontractors
(1) Claims Made Policies
If any of the required policies provide coverage on a claims -made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the
contract of work,
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date
prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5)
years after completion of contract work.
(m) Qualified_ Insurer(s)
All insurance required by the terms of this Agreement must be provided by insurers licensed to do business in the State of California
which are rated at least "A-, VI" by the AM Best Ratings Guide, and which are acceptable to the City. Non -admitted surplus lines
carriers may be accepted provided they are included on the most recent list of California eligible surplus lines insurers (LESLI list)
and otherwise meet City requirements.
Page 2 1 of 2 pages
Risk: rev. 11/1/22
RESOLUTION NO. 2022-263
A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE
CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT
WITH ICF CONSULTING, LLC, OF SACRAMENTO, TO COMPLETE CITY OF
LODI ZERO -EMISSIONS BUS STUDY AND ROLLOUT PLAN
WHEREAS, on August 30, 2022, the Public Works Department issued a Request for
Proposals (RFP) to develop a comprehensive system -wide study of Zero -Emission Bus (ZEB)
transition needs; and
WHEREAS, the study will identify a recommended ZEB type (i.e., battery electric vs.
hydrogen fuel cell), infrastructure requirements, and a phasing plan for capital improvements
and vehicle procurement; and
WHEREAS, two proposals were received and evaluated by Public Works and Lodi
Electric Utility staff, and the panel recommended selection of ICF Consulting, LLC, based on
their qualifications, approach to the scope of work, and understanding of California Air
Resources Board's Innovative Clean Transit regulation; and
WHEREAS, staff recommends authorizing the City Manager to execute a Professional
Services Agreement with ICF Consulting, LLC, of Sacramento, to complete the City of Lodi
Zero -Emissions Bus Study and Rollout Plan in an amount not to exceed $99,914.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
authorize the City Manager to execute a Professional Services Agreement with ICF Consulting,
LLC, of Sacramento, California, to complete the City of Lodi Zero -Emissions Bus Study and
Rollout Plan in an amount not to exceed $99,914; and
BE IT FURTHER RESOLVED, pursuant to Section 6.3q of the City Council Protocol
Manual (adopted 11/6/19, Resolution No. 2019-223), the City Attorney is hereby authorized to
make minor revisions to the above -referenced document(s) that do not alter the compensation
or term, and to make clerical corrections as necessary.
Dated: November 2, 2022
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I hereby certify that Resolution No. 2022-263 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held November 2, 2022 by the following votes:
AYES- COUNCIL MEMBERS — Hothi, Khan, Kuehne, Nakanishi, and
Mayor Chandler
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
OLIVIA NASHED
City Clerk
2022-263