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HomeMy WebLinkAboutNative Village of Mary's Igloo TEDC Project Narrative1 Unaatuq, LLC: Creating a Tribal Energy Business Structure for the Economic Benefit of the Bering Strait Region Native Village of Mary’s Igloo Teller, Alaska VIEW FROM FUTURE GEOTHERMAL POWER PLANT SITE Native Village of Mary's Igloo - TEDC 2 Table of Contents Executive Summary .................................................................................................................... 3 Project objective, Technical Description, and Scope of Work .................................................... 4 Unaatuq – Kawerak – Mary’s Igloo Relationship ....................................................................... 5 Tribal Capacity ........................................................................................................................... 8 Project Goals and Objectives ...................................................................................................... 9 Key Personnel & Project Roles .................................................................................................... 9 Scope of Work .......................................................................................................................... 11 Timeline for Project Activities................................................................................................... 13 Methods & Outcomes............................................................................................................... 13 Project Deliverables ................................................................................................................. 15 Conclusion & Benefits ............................................................................................................... 16 Glossary of Key Terms & Project Stakeholders ......................................................................... 18 Native Village of Mary's Igloo - TEDC 3 E xecutive Summary The Native Village of Mary’s Igloo, a Federally recognized Alaska Native Tribe located in Teller, Alaska, requests $91,100 to study the creation of a tribal energy business structure for Unaatuq, LLC. on site at Pilgrim Hot Springs, the location of an abundant geothermal resource. Unaatuq is a seven-member consortium of regional and tribal entities in the Bering Strait Region, including the tribal consortium Kawerak, Inc. As a member of Kawerak, the Native Village of Mary’s Igloo has a vested interest in the economic development of Unaatuq, which owns Pilgrim Hot Springs, a well-known geothermal resource on the Seward Peninsula of northwestern Alaska. Pilgrim Hot Springs is surrounded by the Tribal lands of Mary’s Igloo Native Corporation, as well as Bering Straits Native Corporation. Mary’s Igloo tribal members, along with Native corporation shareholders, have strong historical and cultural ties to the property, and are committed to the responsible development of the site. In order to develop the renewable energy resources at Pilgrim Hot Springs, the Tribe, along with Unaatuq and its supporting members, need to explore options for organizational structures, and create a pathway for development. Energy is necessary to power base level infrastructure at the site, and to create economic development opportunities for the region. It is the goal of this grant project to develop the capacity of Unaatuq to provide the maximum economic benefits to its member organizations, directly benefitting the residents of the entire Bering Strait Region. During the year-long project period, the Native Village of Mary’s Igloo will work with Kawerak and the selected contractor to complete the following deliverables: • Strategic Planning Session for the Unaatuq Advisory Committee • Economic Analysis for Energy Development Options and Scenarios • Feasibility Study for an Energy Business Structure for Unaatuq These deliverables will provide the organizational, regulatory, and transactional capacity needed to increase the economic independence of Tribes of the Bering Strait Region, and increase Unaatuq’s capacity to further energy resource development at Pilgrim Hot Springs. This project will result in the readiness to develop renewable energy resources, increased economic independence in an Opportunity Zone, and a replicable regulatory framework for other entities in the region to follow. The deliverables produced will have immediate, exponential benefits for the Bering Strait Region of Alaska, as Unaatuq works to achieve their mission statement: To promote the wellbeing of our people through sharing, protecting, and responsibly developing the resources of Pilgrim Hot Springs. The Native Village of Mary’s Igloo requests that the funds be added to our compact funding through Kawerak, Inc. so that they may act as a sub-recipient of this grant, and manage the project objectives and goals contained in this proposal, according to our signed Tribal Resolution, which is attached to this application. The Tribal President of the Native Village of Mary’s Igloo, Lucy Oquilluk, is the Tribal Lead and will oversee program activities for the Tribe. Amanda Toerdal will be the project director at Kawerak, and Anahma Shannon will be her supervisor. Together they will coordinate all project activities, fiscal matters, and all narrative grant reporting. Kawerak’s Chief Financial Officer, Donna Ray, and Revenue Accountant, Dani Smithhisler, will submit financial reports in coordination with project staff. Native Village of Mary's Igloo - TEDC 4 Project objective, Technical Description, and Scope of Work Unaatuq, LLC is a for-profit entity owned by five Native Corporations, one regional Tribal Consortium, and one regional Community Development Quota corporation in the Bering Strait Region of northwestern Alaska. Unaatuq owns Pilgrim Hot Springs, a well-known and widely explored geothermal resource capable of producing at least two mega-watts of energy, with the potential for more. It is the goal of Unaatuq to turn Pilgrim Hot Springs into a self-sustaining, indigenous-owned business that is focused on ecotourism, agriculture, food security, preserving history, and creating economic development opportunities for the region – all powered by renewable energy. The business name “Unaatuq” comes from the Inupiaq word, “Uunaqtuq,” meaning “it is warm or hot.” The word “Uunaqtuq” has been used in local and regional contexts to refer not only to temperature, but also as a locally-recognized place name for Pilgrim Hot Springs. The geothermal resource at Pilgrim Hot Springs is the hottest geothermal resource in the State of Alaska, not directly associated with a volcanic system. The thermal anomaly at Pilgrim is part of a belt of over 30 known natural hot springs, stretching from the Seward Peninsula, through central Alaska, and into Canada. This belt includes Chena Hot Springs, located outside of Fairbanks, which is the only geothermal power plant in the state. When completed in 2006, Chena Hot Springs became the lowest- temperature geothermal system of its kind. At Pilgrim, the water is hotter than Chena. Temperatures have been measured up to 196 degrees Fahrenheit (91 degrees Celsius) at Pilgrim Hot Springs, and according to the most recent exploration work performed by Alaska Center for Energy and Power, Pilgrim could be expected to produce approximately 2.5 megawatts of electric power, which is five times greater than the Chena Hot Springs low-temperature geothermal system. GEOTHERMAL WATERS IN NATURAL SLOUGH, KIGLUAIK MOUNTAINS IN DISTANCE Native Village of Mary's Igloo - TEDC 5 Geothermal Exploration Timeline at Pilgrim Hot Springs 2010-2014 ALASKA CENTER FOR ENERGY & POWER DRILLING PROJECT AT PILGRIM HOT SPRINGS Unaatuq – Kawerak – Mary’s Igloo Relationship In 2009, Kawerak became a part-owner of Unaatuq, LLC, a consortium of seven organizations who came together to purchase the Pilgrim Hot Springs property. As a member of Kawerak, the Native Village of Mary’s Igloo has a vested interest in Unaatuq, and a strong motivation to see successful energy development at the site. Of all twenty Tribes in the region, the Native Village of Mary’s Igloo has the strongest historical ties to Pilgrim Hot Springs, which was a sacred site to their ancestors for millennia. According to their Local Economic Development Plan (LEDP), one of Mary’s Igloo top ten priorities is to focus on alternative energy development projects, including geothermal energy development at Pilgrim Hot Springs. The village of Teller has extremely high energy costs, with TODAY 2010-2014 Alaska Center for Energy and Power Geothermal Exploration Project 1982 7-mile road constructed; 4 wells drilled up to 1001 feet at temperatures of 91°C 1980 Helicopter surveys and remote sensing studies of the greater Seward Peninsula 1979 The first major geothermal studies take place at Pilgrim Hot Springs 1970-1974 USGS performs initial evaluation of the resource at Pilgrim Hot Springs 1970's USGS designates Pilgrim as a known Geothermal Resource Area 1915 First recorded map & temperature measurements at Pilgrim Hot Springs Native Village of Mary's Igloo - TEDC 6 residential electrical rates topping $0.54 per kilowatt hour and stove oil at nearly $7.00 per gallon. If a substantial geothermal energy source were to be developed at nearby Pilgrim Hot Springs, or on surrounding Tribal Lands, energy could be produced at a much lower cost with the potential to power nearby villages, or offer relocation sites for interested residents. In order to achieve their goals of developing renewable energy projects, Mary’s Igloo has created the following action plan items, as part of their 2016-2021 LEDP: • Mary’s Igloo needs to take an active role in Pilgrim Hot Springs project development which may mean sending a tribal representative to be a part of exploration planning. • Ensure good communication and coordination with the Mary’s Igloo Native Corporation. • Review prior agreements regarding land access negotiations so that current exploration can proceed in a timely manner. • Interested tribal college students should apply to work with the UAF team as they explore the Pilgrim/Mary’s Igloo area. • Mary’s Igloo will stay in good contact with UAF to ensure that they are well aware of exploration data. • Continue to seek ways to help individuals and local entities reduce energy costs and install alternative energy systems to reduce costs. Through this grant project, Mary’s Igloo will be able to address a majority of action items listed in their LEDP, related to alternative & renewable energy development. In partnership with Kawerak, the Tribe will have expanded opportunities to engage with Native Corporation owners of Unaatuq, and realize opportunities for increased energy development. Besides Kawerak, Unaatuq is comprised of six other organizations including Bering Straits Native Corporation, Council Native Corporation, Mary’s Igloo Native Corporation, Norton Sound Economic Development Corporation, Sitnasuak Native Corporation, and White Mountain Native Corporation. Unaatuq is governed by a board of directors with representation from each owner-organization. About Mary’s Igloo The Native Village of Mary’s Igloo is a Federally recognized Alaska Native Tribe located in Teller, Alaska, and part of the Bering Strait Region of northwestern Alaska. The Bering Strait Region consists of the Nome Census Area tract number 02180000100, which is a Qualified Opportunity Zone according to the United States Treasury, Community Development Financial Institutions Fund. Mary’s Igloo tribal members are part of a displaced community; the Tribe has not always lived in Teller. The original BERING STRAIT REGION M AP Native Village of Mary's Igloo - TEDC 7 village site was abandoned in the early 1900’s after the Spanish Flu Epidemic devastated the community and wiped out over 70% of the Indigenous population. Relocation became necessary when the school and the U.S. Post Office closed. The majority of Mary’s Igloo tribal members relocated to nearby Teller, which is where the tribal offices are located today. In 1973, the tribes of the Bering Strait Region came together to form Kawerak, Inc. a non-profit entity with a mission to work for the benefit of all tribes and residents of the region. As part of this self-compacting tribal consortium, the Native Village of Mary’s Igloo is part of the greater Kawerak mission: “To advance the capacity of our people and tribes for the benefit of the Bering Strait region of Alaska, which is the homeland and waters of the Yup’ik, Inupiaq and St. Lawrence Island Yupik Peoples.” According to the Alaska Energy Authority FY2019 Power Cost Equalization Program Statistical Report, Tribal Members living in Teller pay utilities to Alaska Village Electric Cooperative, at an average rate of $0.54 per kilowatt hour. In the nearby hub community of Nome, residents pay an average of $0.38 per kilowatt hour. While residents in our communities enjoy a subsidy from the Power Cost Equalization Program which lowers the per kilowatt hour cost significantly for the first 500kWh of use, the rates for our Tribal members are still over 200% higher than the national average. Additional Historical Ties & Project Motivation Mary’s Igloo Tribe has a strong motivation for seeing responsible development, culturally-relevant activities, and a thriving economic influence in the region; specifically, at Pilgrim Hot Springs. The motivation for this development, specifically for energy development on site at Pilgrim Hot Springs, lies in our history. People from the Native Village of Mary’s Igloo are known traditionally as Kauweramiut (also spelled as Qawiaraqmiut) or "The People of Kauwerak” (also spelled Qawiaraq). Kauwerak was originally located on the northwest bank of the Kuzitrin River, on the Seward Peninsula, northeast of Nome. It was relocated forty miles southeast of Teller, and is one of the closest communities to Pilgrim Hot Springs. All land bordering Pilgrim Hot Springs is owned exclusively by Mary's Igloo Native Corporation and is considered a sacred site to the Kauweramiut; including both shareholders and Tribal members. The present site of Kauwerak was called “Aukvaunlook,” meaning “black whale,” although the original village before the Gold Rush years (1899-1909) was located fifteen miles downriver. During the gold prospecting boom, non-Natives renamed Aukvaunlook to “Mary’s Igloo,” after an Alaska Native woman named Mary who welcomed miners, trappers, and other newcomers into her home for coffee. Native Village of Mary's Igloo - TEDC 8 Supplies for the gold fields upriver were transferred onto river boats here. A post office and store were opened in 1901. By 1910, "Mary’s Igloo" had become a large mixed community of Kaweramiut, white traders, miners, innkeepers, missionaries, and support crews for barges. The flu epidemic of 1918-19 and a tuberculosis epidemic two years later devastated the community leaving many children orphaned. A Lutheran orphanage was built at nearby New Igloo while a Catholic orphanage, “Our Lady of Lourdes Mission,” was created at nearby Pilgrim Hot Springs in 1918 by Father Bellarmine Lafortune. The Mission operated for 20 years and closed in 1941 after most of the orphans had grown up and moved away. The Mary's Igloo Bureau of Indian Affairs school closed in 1948 and the Alaska Native school was closed in 1952 for lack of students. The US Post Office and local store also closed in 1952. The traditional village of Aukvaunlook, or "Mary’s Igloo," is now a summer fish camp and used by our Tribal members for subsistence purposes. Today, many of the Kauweramiut and descendants of the original Native Village of Mary’s Igloo orphans reside in Teller alongside members of the Native Village of Teller. Though the Mary’s Igloo community no longer lives at the old Mary’s Igloo site, Pilgrim Hot Springs and the surrounding lands are considered sacred and are under tribal protection. Tribal Capacity As part of Kawerak, the Native Village of Mary’s Igloo takes part in the regional effort to reduce energy costs and improve the quality of life for residents. Lucy Oquilluk, Tribal President and Tribal Lead on this project, is an elected member of the Bering Strait Regional Energy Leadership Committee, and has presented to her community about energy saving ideas, energy efficiency, and how to reduce high energy costs. The Mary’s Igloo Tribal President, as part of the Bering Strait Regional Energy Leadership Committee, insured that the Native Village of Mary’s Igloo had a strong presence in energy capacity-building activities in the region over the past year, including quarterly Energy Leadership Committee meetings, planning sessions for energy development, and contributing ideas for future educational opportunities. In 2019, several of our Tribal members participated in the Bering Strait Regional Energy Summit, and brought back valuable information about energy efficient, energy development, and planning strategies to the community. 1907 IMAGE OF PILGRIM HOT SPRINGS Native Village of Mary's Igloo - TEDC 9 There is great capacity for energy development at the Tribal level, as well as the regional level in partnership with Kawerak. Our Tribe has high capacity to develop and manage activities, including current efforts to construct a new, energy-efficient building to house a community and cultural center, through a recently awarded grant from the Indian Community Development Block Grant program from the U.S. Department of Housing and Urban Development. The Tribe also manages an Indian General Assistance Program grant through the Environmental Protection Agency, a grant we have managed successfully for over five years. Government matters are managed in a consistent manner with regular board elections, updated ordinances and policies, monthly Council meetings, and we place a strong focus on community engagement. Project Goals and Objectives Over the course of this grant project year, the Native Village of Mary’s Igloo will direct funds to the tribal consortium Kawerak, Inc., which has a robust Environmental Program that oversees various programs including the Kawerak Energy Program, and co-management activities related to Pilgrim Hot Springs. Kawerak will work with contractor DeerStone Consulting to develop the identified project deliverables. The goal will be to determine the best path forward in developing, managing, and selling the geothermal resources on site at Pilgrim Hot Springs. The contractor DeerStone Consulting has been chosen because of their longstanding working relationship with Kawerak and the tribes of the Bering Strait Region. Since 2018, Dr. Brian Hirsch has provided technical assistance to the Kawerak Energy Program to develop energy projects and assist with energy planning efforts for various projects in multiple Kawerak communities. With this grant project, the Native Village of Mary’s Igloo hopes to increase the business capacity for Unaatuq, LLC to manage energy resources at Pilgrim Hot Springs. Capacity is needed to further develop business planning activities, a utility structure, and regulations for selling power at the future geothermal power plant. Key Personnel & Project Roles The Tribal President of the Native Village of Mary’s Igloo, Lucy Oquilluk, is the Tribal Lead and will oversee program activities for the Tribe. President Oquilluk oversees project activities for Mary’s Igloo Tribal Members under various grant projects including the EPA IGAP program and ICDBG program. Tanya Ablowaluk is the Tribal Coordinator for Native Village of Mary’s Igloo, and will assist with Project Administration, Grant Reporting, and act as Coordinator between Kawerak, Inc. and the Tribe. Tanya has been the Tribal Coordinator for the Native Village of Mary’s Igloo since 2016 and provides administrative support to the Tribe at the local level to facilitate information exchange and delivery of services from Kawerak, Inc. She is responsible for office operations for the Mary’s Igloo Traditional Council. Amanda Toerdal is the Pilgrim Hot Springs General Manager for Kawerak, Inc. and manages the Pilgrim Hot Springs property as well as project activities related to co-management of Unaatuq. Native Village of Mary's Igloo - TEDC 10 She will be the Project Director for this program and oversee all grant activities in partnership with Mary’s Igloo Tribe. Ms. Toerdal previously worked as the Energy Development Specialist at Kawerak, Inc. and has experience in renewable energy projects and grant management. She is committed to working with the Tribes of the Bering Strait Region and furthering the visions of Kawerak, Inc. and Unaatuq, LLC. Anahma Shannon is the Environmental Program Director and oversees the Pilgrim Hot Springs General Manager, as well as four other programs including the EPA Indian General Assistance Program (Backhaul and Recycling), Emergency Preparedness, Tribal Response (Brownfields), and the Energy Program (Department of Energy-Indian Energy Technical Assistance Program). Donna Ray is Kawerak’s Chief Financial Officer and will manage the financial reporting for Kawerak, Inc under this program. Donna oversees a crew of nine financial team members that manages Kawerak’s annual budget of $38.8 million. Donna is responsible for annual financial reporting, audit activities and cash flow management across the corporation. Kawerak is fortunate to have zero audit findings in the last several years. Dani Smithhisler is a Revenue Accountant at Kawerak, Inc and will submit financial reports in coordination with the Chief Financial Officer and Kawerak project staff. The project director will work with Mary’s Igloo Tribal staff to provide financial information to Dani for reporting requirements. Dr. Brian Hirsch is the President and Co-Founder of DeerStone Consulting LLC, a renewable energy consulting firm focused on microgrid, utility, and community development in remote locations. Kawerak will contract DeerStone to complete the project activities. Dr. Hirsch will be the main contact for DeerStone Consulting and manage contractor activities as described in the scope of work. He has been involved in diverse energy initiatives throughout the Kawerak/Bering Strait region as well as other parts of Alaska and elsewhere, including with development of intertribal energy organizations and development of renewable energy resources for community and economic development. Tashina Duttle is the owner of Savak Consulting, and is part of the DeerStone Consulting team. Ms. Duttle will work with Kawerak, Inc. and Mary’s Igloo to complete the project deliverables and provide support to project staff, directly related to energy capacity building and the feasibility study for energy business structure development. As well, Ms. Duttle will lead the community engagement component and participate in the strategic planning session as described in the proposal. She has expertise in community and infrastructure development working in remote communities all across Alaska through her current consulting work and in her previous positions as Program Manager for Alaska Native Tribal Health Consortium’s Rural Energy Initiative and as Project Coordinator for the Cold Climate Housing Research Center. Alan Mitchell is the owner of Analysis North, and is part of the DeerStone Consulting team. Mr. Mitchell will work with Kawerak, Inc. and Mary’s Igloo to complete the economic analysis portion of the scope of work. Specifically, he will collect data and perform analysis tailored to the individual development scenarios identified in the Strategic Planning Session to help project stakeholders make informed decisions on the challenges and opportunities associated with each scenario. His analysis will contribute to the overall Feasibility Study and each development pathway identified. Mr. Mitchell has been performing energy and economic analysis for over 30 Native Village of Mary's Igloo - TEDC 11 years and has contributed to past Kawerak and DeerStone projects in the region, including conducting a techno-economic evaluation of converting excess wind-to-heat for Nome Joint Utilities and the Nome School District. He is the author of AKWarm, the home and commercial building energy efficiency rating software used by the state of Alaska to conduct certified energy audits and has been involved in numerous aspects of energy technology, monitoring, and evaluation initiatives throughout Alaska and elsewhere. Please see resumes file in the Project Narrative Attachments for more information about key personnel. WELL HEAD NEAR HISTORIC CHURCH COMPLEX AT PILGRIM HOT SPRINGS Scope of Work DeerStone Consulting will work with all project participants and stakeholders, led by the Native Village of Mary’s Igloo and Kawerak, Inc., to assist in the following tasks and deliverables: • Facilitate a Strategic Planning Session with Unaatuq Board members with advisory support from the Native Village of Mary’s Igloo and the Bering Strait Regional Energy Leadership Committee to define scenarios and energy development options for Pilgrim Hot Springs and more broadly for the Kawerak/Norton Sound region. Native Village of Mary's Igloo - TEDC 12 • Perform an Economic Analysis of the income potential and requirements for an energy provider as well as a load analysis for various prospective businesses and enterprises based on development scenarios identified by project participants and stakeholders. • Conduct a Feasibility Study to determine an appropriate business structure and define development options for Unaatuq, LLC to optimize and manage the locally available energy resources—including possibly geothermal, solar, biomass, hydropower, and wind—for a sustainable economy and business foundation for Pilgrim Hot Springs. The objectives for the study are broken down as follows: • Determine what type of business structure is best suited to the energy development goals of the region (profit vs. nonprofit) • Develop options for a conceptual model for selling geothermal power at Pilgrim Hot Springs to outside entities • Outline the economic benefits of developing a tribally-led business utility structure including expected income, cash flow, and regional economic benefits • Determine how the business structure could also develop regulations, best practices, and resources to other regional utilities and standalone power plants • Engage Unaatuq with the Bering Strait Regional Energy Leadership Committee as an advisory group regarding energy development strategies Assumptions 1. DeerStone Consulting team includes Brian Hirsch, Devany Plentovich, Tashina Duttle, Alan Mitchell, and Peter Crimp. 2. DeerStone will work closely with designated staff from the Tribe and Kawerak. Amanda Toerdal or her delegate will be primary Point of Contact for the Tribe and Kawerak and Brian Hirsch or his delegate will be primary Point of Contact for DeerStone. 3. The Economic Analysis will be a stand-alone activity but will be included as a major component of the broader Feasibility Study. The Economic Analysis will primarily be a techno-economic optimization of various energy options designed to meet different load profiles based on expected business activity at Pilgrim Hot Springs. The Feasibility Study will incorporate the Economic Analysis and Strategic Planning outputs into a much broader review of development pathways, approaches, institutional considerations, and overall strategies to support goal- and value-driven development of Pilgrim Hot Springs to serve as a role model for the region. 4. All Unaatuq partners will send at least one representative available for the Strategic Planning Session, which will take place in Nome, Alaska, as travel restrictions allow, including a site tour of Pilgrim Hot Springs. 5. The Strategic Planning Session will be for 2 days in-person (if possible, or 1 day if virtual), and will require 1-2 person-days of preparation and 1-2 person-days of follow-up Native Village of Mary's Igloo - TEDC 13 from DeerStone (depending on if in-person or virtual), including a write-up of the event, follow up next steps, and outreach support to participants before and after. Timeline for Project Activities Methods & Outcomes Though additional work is necessary to fully characterize the geothermal and other energy resources at Pilgrim Hot Springs, we know that there is a high quality and unique energy, economic, and community development opportunity there. The challenge is to convert this opportunity into a shared benefit and reality for multiple stakeholders. The process and deliverables described here would outline the creation of a tribally-led business utility structure, most likely a microgrid set-up, to focus on the development of natural, cultural, organizational, and financial resources in the region. Assumptions The project proposed here is premised on the following assumptions and relationships: • Pilgrim Hot Springs has an abundant, commercially viable, low cost, clean and renewable energy resource that will attract Tribal members, Native corporation shareholders, and businesses to the site. • Unaatuq, LLC, as a consortium of regional stakeholders with traditional, contemporary, and economic ties to Pilgrim Hot Springs, will lead the development effort through its Phase I - Months 1 •Contracts are negotiated and signed •Tribe and Kawerak coordinate project activities with DeerStone Consulting Phase II - Months 2-3 •Strategic Planning Session takes place (in-person or virtually) •Unaatuq Advisory Team engages with Bering Strait Regional Energy Leadership Committee Phase III - Months 3-10 •Strategic Planning Session helps formulate economic analaysis •Economic Analysis Work •Feasibility Study Work Phase IV - Months 11-12 •Deliverables Produced in Final Versions •Final Reports & Summaries Presented to Tribal Council, Kawerak Board of Directors, Unaatuq Board of Directors Native Village of Mary's Igloo - TEDC 14 own capacity building, outreach, and laying a foundation for others to support and mutually share benefits. • Energy, water, food, shelter, and eventually tourism and hosting others to experience the beauty and history of Pilgrim Hot Springs will be the areas of focus for community and economic development. With these in mind, the broad project objective for this TEDC initiative is to leverage energy development through detailed technical and economic planning that requires contribution from many entities into a shared vision for cultural healing and re-connection to our land. Hence, our methods are based on collaboration and establishment of working protocols with all stakeholders with a vested interest in Pilgrim Hot Springs. Methods The consortium of stakeholders and other project participants described in this proposal who have an interest in supporting Unaatuq, LLC will conduct the following activities: 1. Convene for a Strategic Planning Session to identify “development scenarios” for Pilgrim Hot Springs. The planning session participants will use traditional and modern communication techniques to select preferred outcomes for re-establishing a presence at the site. Guided by an understanding of the regional potential and impact of this effort, defining these outcomes will be based on energy availability and development opportunities as well as cultural and social expectations of participants for Pilgrim Hot Springs and the Bering Strait region. Prepare a Development Scenarios Report based on the input and activities from the Strategic Planning Session. This report will be circulated to all participants for feedback, approval, and buy-in. This will guide the remaining activities and provide performance metrics for the final feasibility study and report. Conduct Economic Analysis for energy and related developments for each of the identified scenarios. This analysis will be led by our project consultants who have both energy and economic expertise and are familiar with the region’s development opportunities and challenges. This analysis will frame the feasibility study and provide critical information for decision-making and capacity development prioritization for Unaatuq, LLC. The appropriate business and regulatory structure along with transactional framework for energy development will guide the economic analysis, incorporating past energy resource availability studies as well as consideration of energy options beyond just geothermal, if appropriate. The Analysis will estimate the cost of energy under different assumptions and scenarios and compare that to current energy prices in the region, which are extremely high due to diesel dependence and small scale, remote infrastructure with limited support for operation and maintenance. Draft a Feasibility Study that incorporates the Economic Analysis outcomes from each scenario and is guided by the cultural and social parameters identified in the Strategic Planning Session. The Feasibility Study and Report will identify development pathways for each of the preferred scenarios and offer recommendations on next steps, Native Village of Mary's Igloo - TEDC 15 opportunities for further collaboration among project stakeholders, and further capacity building that can support Unaatuq, LLC to achieve its stated goals and objectives. 2. Distribute the Feasibility Study among stakeholders to advance the effort and marshal commitments for next steps in the development process. The Feasibility Study will be presented as a PowerPoint presentation and discussed in detail at a Stakeholder Meeting to solidify group support and buy-in. We will collectively review both the outcomes and the process to ensure it adhered to the original intent from the Strategic Planning Session. Funding and additional resources will be identified to continue the capacity development of Unaatuq, LLC and to further on-the-ground development at Pilgrim Hot Springs. Outcomes 1. Unaatuq, LLC and its stakeholders, including the Tribes and Native corporations of the Bering Strait Region, will increase their capacity to develop low-cost energy solutions and economic development opportunities for tribal members and shareholders. 2. There will be an increase in shared commitment in site development at Pilgrim Hot Springs between local, regional and statewide entities; including an enhanced working relationship amongst stakeholders. 3. The renewable energy resources available at Pilgrim Hot Springs will present new opportunities to the Bering Strait Region that encourage organizational development, cultural and historical preservation, food security, and energy independence. Project Deliverables During the year-long project period, the Native Village of Mary’s Igloo will work with Kawerak and selected contractor(s) to deliver a Feasibility Study for an Energy Business Structure for Unaatuq, an Economic Analysis for Energy Development, and a Strategic Planning Session for the Unaatuq Advisory Group. These deliverables will provide the organizational, regulatory, and transactional capacity needed to increase the economic independence for Tribes of the Bering Strait Region by increasing Unaatuq’s capacity to further energy resource development at Pilgrim Hot Springs. Strategic Planning Session Economic Analysis Feasibility Study Native Village of Mary's Igloo - TEDC 16 Status Updates and Reporting Kawerak, Inc. will work directly with the Native Village of Mary’s Igloo to prepare quarterly reports and status updated to present to the DEMD-IEED office about the strategic planning session, economic analysis, and feasibility study development over the course of the grant project year. The Tribe and project staff will communicate frequently with contractor to ensure adherence to scope of work and timely project completion. Project staff at Kawerak and the Native Village of Mary’s Igloo will collaborate to develop project reports to present to the Mary’s Igloo Tribal Council and Kawerak Board of Directors at least two times during the project year. They will also work with Kawerak’s Accounting Department to complete all financial and narrative reporting for the grant funding. The final TEDC project report will include the three deliverables listed in the section above. Specifically: - A report of the strategic planning session carried out by the grantee for the Unaatuq Advisory Committee; including the information present to the Tribal Council Members, Unaatuq Board of Directors, and Kawerak Board of Directors - A Development Scenarios Report, which will be a product of the Strategic Planning Session, and used to influence the Economic Analysis and Feasibility Study activities of the TEDC grant project - A document containing the results of the Economic Analysis for Energy Development on site at Pilgrim Hot Springs; which will use information gathered in the strategic planning session to formulate economic strategies - A document containing the results of the Feasibility Study for an Energy Business Structure for Unaatuq; which will help the Tribe determine which organizational structure will best suit Unaatuq and regional goals for sustainable and responsible energy development Conclusion & Benefits This project will increase the Native Village of Mary’s Igloo’s capacity to collaborate with Unaatuq, LLC regarding the development of the Pilgrim Hot Springs site and increase our capacity to manage the renewable energy resources located on our ancestral lands, especially if we ever decide to relocate back to our ancestral lands near Pilgrim Hot Springs. If developed to its potential, all current and future infrastructure on the site would have access to clean, renewable and affordable energy. With a sustainable energy solution such as geothermal power, the tribes of the Bering Strait Region would be working towards fulfilling goals set forth in the 2009 Strategic Energy Plan as well as the 2015 Bering Strait Regional Energy Plan: to decrease the dependency on fossil fuels for the Bering Strait Region. The development of geothermal power for Unaatuq, LLC at the Pilgrim Hot Springs site would have a significant economic impact for the Tribe. The geothermal resource is suggested to Native Village of Mary's Igloo - TEDC 17 extend greatly beyond the 320 acres of Unaatuq land. There is the potential to find an even stronger resource, deep within the Tribal lands of Mary’s Igloo Native Corporation or Bering Straits Native Corporation, creating expanded opportunities for partnerships in energy and economic development between Tribal entities of the region. With strong cultural and historical ties to the property, Mary’s Igloo Tribal Members and Native Corporation shareholders, in partnership with Unaatuq, LLC, will have the opportunity for small business development activities (powered by geothermal energy), potential employment opportunities at year-round and/or seasonal ecotourism facilities on site at Pilgrim Hot Springs, and potential for future camping sites, cultural sites, and relocation sites. Through the Tribal Energy Development Capacity grant from the Bureau of Indian Affairs, Department of Energy and Mineral Development, Indian Energy and Economic Development, the Native Village of Mary’s Igloo will have the opportunity to expand tribal energy capacity for energy resource development in partnership with Unaatuq, LLC and Kawerak, Inc. and be able to achieve our goal to seek out alternative energy resources. With geothermal energy developments on site at Pilgrim Hot Springs, Mary’s Igloo may have a pathway forward for seasonal relocation near our original village site, or even permanent relocation opportunities for our Tribal members. Quyaana! VIEW FROM FARMING LANDS LOOKING SOUTH TOWARDS KIGLUAIK MOUNTAIN RANGE Native Village of Mary's Igloo - TEDC 18 Glossary of Key Terms & Project Stakeholders Mary’s Igloo Traditional Council – a term used to refer to the Tribal Council of the Native Village of Mary’s Igloo Native Village of Mary’s Igloo – a term used to refer to the Mary’s Igloo Tribe, also known as Kauwerak, Qawiaraq Mary’s Igloo Local Economic Development Plan – a five -year plan developed by tribes that include prioritized community and business development projects as well as strategies for implementation. Kawerak’s Community Planning and Development Division assists with the development of these plans. Mary’s Igloo LEDP can be viewed online at: https://kawerak.org/wp-content/uploads/2018/10/Marys- Igloo-LEDP-2016-2021-final-ready-for-publication.pdf Kawerak, Inc. – a non-profit tribal consortium organized during the Alaska Native Claims Settlement Act (ANCSA); part owner of Unaatuq, LLC and co-manager of Pilgrim Hot Springs https://kawerak.org Unaatuq, LLC – a seven entity consortium of owners who purchased the Pilgrim Hot Springs site Pilgrim Hot Springs – the site owned by Unaatuq, LLC which is the location of a geothermal resource, recreational hot springs bathing pool(s), and an historic orphanage https://www.pilgrimhotsprings.net Bering Straits Native Corporation – a for-profit regional corporation set up by ANCSA, part owner of Unaatuq, LLC https://beringstraits.com Council Native Corporation – a for-profit village corporation set up by ANCSA, part owner of Unaatuq, LLC Mary’s Igloo Native Corporation – a for-profit village corporation set up by ANCSA, part owner of Unaatuq, LLC Norton Sound Economic Development Corporation – a non-profit Community Development Quota organization, part owner of Unaatuq, LLC, www.nsedc.com Sitnasuak Native Corporation – a for-profit village corporation located in Nome, set up by ANCSA, part owner of Unaatuq, LLC https://snc.org White Mountain Native Corporation a for-profit village corporation set up by ANCSA, part owner of Unaatuq, LLC Alaska Center for Energy and Power (ACEP) – an applied energy research program based at the University of Alaska Fairbanks. ACEP provides leadership in developing energy systems for islanded, non-integrated electric grids and their associated oil-based heating systems. Their work with Pilgrim Hot Springs can be viewed online at: http://acep.uaf.edu/projects-(collection)/pilgrim-hot-springs-geothermal-assessment.aspx Native Village of Mary's Igloo - TEDC Native Village of Mary's Igloo - TEDC Native Village of Mary's Igloo - TEDC Native Village of Mary's Igloo - TEDC Native Village of Mary’s Igloo – TEDC Grant Budget Narrative 1 Unaatuq, LLC: Creating a Tribal Energy Business Structure for the Economic Benefit of the Kawerak Region Tribal Personnel Rate Hours Mary's Igloo Project Administrator – Tribal Coordinator $ 25.75 300 7,725.00 Tribal Fringe Base Mary's Igloo Project Administrator – Tribal Coordinator $ 7,725.00 0.35 2,703.75 Total Personnel & Fringe 10,428.75 Contractor (Sub-Recipient) Kawerak, Inc Project Management 22,781.25 Contractor Deerstone Consulting, LLC 52,500.00 Total Sub-Recipient & Contractual 75,281.25 Other Cost Amt R/T Airfare from Anchorage to Nome $ 350.00 4 1,400.00 Rental van for meeting participants $ 250.00 1 250.00 Stipend for Board Member participation $ 225.00 7 1,575.00 Conference food, supplies, printed materials $ 800.00 1 800.00 Per diem for participants $ 195.00 7 1,365.00 Total Other 5,390.00 Total Grant Budget 91,100.00 The Native Village of Mary’s Igloo, a Federally recognized Alaska Native Tribe located in Teller, Alaska, requests $91,100 to study the creation of a Tribal energy business structure for Unaatuq, LLC. on site at Pilgrim Hot Springs, the location of an abundant geothermal resource. The Native Village of Mary’s Igloo requests that the funds be added to our compact funding through Kawerak, Inc. so that they may act as a sub-recipient of this grant, and manage the project objectives and goals contained in this proposal, according to our signed Tribal Resolution which is attached to this application. Tribal Personnel & Fringe Tribal Personnel and Tribal Fringe rates are calculated at $7,725 and $2,703.75, respectively, for a total of $10,428.75. These line items correspond to project activities to be completed by the Native Village of Mary’s Igloo. Mary’s Igloo Tribal Staff will be responsible for coordinating project activities with Kawerak, Inc. and the selected contractor, DeerStone Consulting. The hours for Tribal Personnel are budgeted at a base salary of $25.75 per hour for the Tribal Coordinator, for a project administration commitment of 300 hours related to the TEDC project. Fringe rates are calculated at 35%, and include company paid benefits of Medical, AD & D, Basic Life, Dental, LTD, Pension, Pension Fee, STD, Vision, FICA, MEDIA, SUTA:AK. Holidays, personal leave, and subsistence leave are also included in employee benefits provided to the Tribal Coordinator. Native Village of Mary's Igloo - TEDC Native Village of Mary’s Igloo – TEDC Grant Budget Narrative 2 Contractor (Sub-Recipient) Kawerak, Inc. For purposes of this budget, the “sub-recipient” costs associated with Kawerak, Inc have been included in the “contractor” section of the budget. The Pilgrim Hot Springs General Manager Amanda Toerdal, at Kawerak, Inc. will commit 450 hours of her time to TEDC grant project activities. Her salary is budgeted at $37.50 per hour, for a total of $16,875.00. Fringe rates are calculated by the employer at 35% of the salary base, for a total of $5,906.25. Fringe rates include company paid benefits of Medical, AD & D, Basic Life, Dental, LTD, Pension, Pension Fee, STD, Vision, FICA, MEDIA, SUTA:AK. Holidays, personal leave, and subsistence leave are also included in employee benefits provided to Kawerak employees. The total amount budgeted for Kawerak, Inc as a sub-recipient (contractor) under this grant project is $22,781.25. Kawerak Project Manager (as sub-recipient) Pilgrim Hot Springs General Manager $ 37.50 450 $ 16,875.00 Fringe Rate Base Pilgrim Hot Springs General Manager $ 16,875.00 0.35 $ 5,906.25 $ 22,781.25 Contractor DeerStone Consulting, LLC. During the year-long project period, the Native Village of Mary’s Igloo will work with Kawerak and the selected contractor to complete the following deliverables: • Strategic Planning Session for the Unaatuq Advisory Committee • Economic Analysis for Energy Development Options and Scenarios • Feasibility Study for an Energy Business Structure for Unaatuq These deliverables will provide the organizational, regulatory, and transactional capacity needed to increase the economic independence of Tribes of the Bering Strait Region, and increase Unaatuq’s capacity to further energy resource development at Pilgrim Hot Springs. The Native Village of Mary’s Igloo asks for funds to be directed to sub-recipient Kawerak, Inc. in order to negotiate a contract with DeerStone Consulting, LLC to fulfill the grant activities as described in the scope of work of the project narrative. All DeerStone hours are budgeted at $175/hr. and a break-out of the included activities is listed here: DeerStone Consulting Contractor Activity Est. Hours Total ($) Feasibility Study 150 26,250 Economic Analysis 100 17,500 Strategic Planning Session 50 8,750 Total 300 52,500 Other Budget Items (Plan A) As part of the Scope of Work and Project Activities, the Tribe will work with Kawerak, Inc and DeerStone to hold a Strategic Planning Session for Unaatuq Board of Directors Advisory Committee, as well as Mary’s Igloo Tribal Members and the Bering Strait Regional Energy Leadership Committee. For purposes of this session, there are costs associated with bringing together these folks for an in-person Native Village of Mary's Igloo - TEDC Native Village of Mary’s Igloo – TEDC Grant Budget Narrative 3 meeting, as travel restrictions allow. These costs are not listed under the “Travel” section of the budget, because the stakeholders and contractors are not personnel of the Tribe. The budget for this planning session is calculated as follows: Unaatuq Strategic Planning Session – Plan A: In-Person Session Item Cost Quantity Total R/T Airfare from Anchorage to Nome $ 350.00 4 1,400.00 Rental van for meeting participants $ 250.00 1 250.00 Stipend for Board Member participation $ 225.00 7 1,575.00 Conference food, supplies, printed materials $ 800.00 1 800.00 Per diem for participants $ 195.00 7 1,365.00 Total Other 5,390.00 There are two Unaatuq board members living in Anchorage, and the airfares for two contractor participants are also included in this budget, for a total of $1,400 for four round-trip tickets between Anchorage and Nome. In order to meet at Pilgrim Hot Springs, a rental van is needed to transport participants from Nome to the site, for a cost at $250 for an 8-passenger van. A stipend for the seven Board Members to participate in the day-long planning session is budgeted at $225 per person, for a total of $1,575. Conference food, beverages, supplies, and printed materials for the meeting are budgeted at $800 total for the one strategic planning session. This includes food and supplies for the 7 Unaatuq board members, contractors, Kawerak Project Staff, Mary’s Igloo Tribal Members, and other invited guests. Per diem for the 7 Unaatuq Board Members is budgeted at $195 per person for the one-day planning session. Standard per diem rates at Kawerak are $60 per travel day and $75 per working day. The total cost for “Other” budget items is $5,390. Other Budget Items (Plan B) In the event that the in-person Strategic Planning Session for the Unaatuq Board and Advisory Committee members cannot take place due to travel restrictions, the costs associated directly with travel will be used to run a virtual meeting platform for all participants. This may include the use of audio and video equipment, and an online meeting platform such as Zoom, Teams, Skype or GoToMeeting. Other costs associated with a virtual or remote session will include additional printed resources, and shipping all printed materials to participants in advance of the session. Many community members in the Bering Strait Region may not have access to a strong internet connection, so teleconference platforms will also need to be organized. All participants will still be paid a stiped for attendance, however the one-day in-person session may need to be broken up into a two-day or three-day virtual session to allow time for breaks and technological delays. The cost of a virtual session is expected to be similar to the in-person session. Native Village of Mary's Igloo - TEDC Critical Information Page Bureau of Indian Affairs Tribal Energy Development Capacity (TEDC) Grant Unaatuq, LLC: Creating a Tribal Energy Business Structure for the Economic Benefit of the Kawerak Region Lucy Oquilluk, the Tribal President of the Native Village of Mary’s Igloo, is the designated Tribal representative for this project. Her contact information is as follows: Lucy Oquilluk, President Native Village of Mary's Igloo Aka: Mary’s Igloo Traditional Council P.O. Box 546 Teller, AK 99778 PH: 642-3731 FAX: 642-2189 Email: tc.mi@kawerak.org The Tribe (Native Village of Mary’s Igloo) is registered in SAM.gov. Federal DUNS number: 174986112 The Tribe has an active ASAP number. The recipient ID is 0220424 The project is located in Nome county, in the Bering Strait Region of Alaska. The Congressional District is Alaska – At Large. Native Village of Mary's Igloo - TEDC Native Village of Mary's Igloo - TEDC Native Village of Mary's Igloo - TEDC