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Biomass greenhouse handbook 2016
Broma35/greenhouse L curd bo ar S/R 201k Biomass Field Greenhouse Handbook RFP 16106 DOA 2016-0800-3410 25-May-2016 Procurement Worksheet Cold Climate Housing Research COST E3 Environmental LLC Delany Forestry Services,LLC Center Finella M.Prescott Cost $89,270.00 $99,700.00 $64,601.00 $67,435.00 $0.00 $0.00 $35,363.00 $0.00 Total $89,270.00 $99,700.00 $99,964.00 $67,435.00 Weighted 30.22 27 26.98 40 Cold Climate Housing E3 Environmental LLC Delany Forestry Services,LLC Research Center Finella M.Prescott Understanding the Services 5 3 4 5 1 Technical Plan /Approach 20 3 3 5 1 Project Management,Experience,Qualificg 35 2 3 5 2 Cost -Procurement will calculate cost 40 30.22 27 26.98 40 Understanding the Services 5 4 4 5 5 Technical Plan /Approach 20 4 3 3 5 Project Management,Experience,Qualifica 35 4 3 5 4 Cost -Procurement will calculate cost 40 30.22 27 26.98 40 Understanding the Services 5 1 3 5 2 Technical Plan /Approach 20 2 4 5 2 Project Management,Experience,Qualificd 35 2 4 5 2 Cost -Procurement will calculate cost 40 30.22 27 26.98 40 Converted Understanding the Services 5 3 4 5 1 Technical Plan /Approach 20 12 12 20 4 Project Management,Experience,Qualifica 35 14 21 35 14 Cost -Procurement will calculate cost 40 30.22 27 26.98 40 Understanding the Services 5 4 4 5 S Technical Plan /Approach 20 16 12 12 20 Project Management,Experience,Qualifica 35 28 21 35 28 Cost -Procurement will calculate cost 40 30.22 27 26.98 40 Understanding the Services 5 1 3 BE)2 Technical Plan /Approach 20 8 16 20 8 Project Management,Experience,Qualifica 35 14 28 35 14 Cost -Procurement will calculate cost 40 30.22 27 26.98 40 multiplier 1 PNBBPNBPNAP AIDIEN.(2/NASKAandExportAuthor.au»ENERGY AUTHORITY Date 25 May 2016 Evaluation Memorandum To The Evaluation Committee From Althea S Clapp,Senior Contracting Officer Telephone (907)771-3018 Subject:Evaluation of Proposals RFP 16106,DOA 2016-0800-3410 Biomass Fueled Greenhouse Handbook AIDEA received proposals from the following 4-Firms,not in any order: °E3 Environmental LLC °Delany Forestry Services,LLC °Cold Climate Housing Research Center .Finella M.Prescott Please preview the proposals to gain an overview of what they contain.If there appears to be a potential conflict of interest in performing the evaluation duties,immediately bring it to my attention.Evaluators are reminder that the identity of the Evaluation Committee is confidential; additionally,committee members are instructed not to discuss or divulge the contents of the submitted proposals with anyone prior to the committee meeting(s),all information related to the Evaluation Committee's activities shall be kept confidential until after the Intent to Award is issued. Please closely review the Instructions and call me with any questions that you may have. Deliver a copy of your independent and completed Evaluation Rating Sheet along with your notes to me before 4-pm,1 June 2016.Tentatively,the next committee meeting is scheduled for 9-am,2 June 2016 Birch Room,to discuss evaluations. Attachments: a)Evaluator Rating sheet b)Non-conflict of Interest Statement c)Evaluator Instructions d)Acopy of the original RFP and four addenda e)Proposals received from each of the Offerors listed above cE ge re ESE aaa SPE Sad te UBER elit Pam Gamera kenergyauthorityforgt 813 West Northern Lights Boulevard Anchorage,Alaska 99503 T 907.771.3000 Toll Free (Alaska Only)888.300.8534 F 907.771.3044 EVALUATION INSTRUCTIONS FOR COMMITTEE 1.Do not wait until the last day before the Committee meeting to do your evaluations.Selection of the best Offeror is important to the Agency,the Offeror,and the credibility of the process.It demands your reasonable effort. 2.Review the RFP Package and any addenda.Note any revised or non-standard criteria.Ensure you have an understanding of what responses must contain and any issues they must address. 3.There shall be no discussion of proposals among Evaluators prior to the Evaluation Committee Meeting.If questions arise during your evaluation,consult with the Procurement Manager,who will resolve them and inform the other Evaluators of the issues as may be appropriate. 4.DoNOT contact any references.This will be done by the Procurement Manger or as a Committee only if necessary. 5.Do an initial read of each proposal (without scoring them)to gain an overview of what they all contain. If during the initial read there appears to be a potential conflict of interest in performing the evaluation duties, notify the Procurement Manager immediately.If there are no conflicts,review and sign the Non-Conflict of Interest form. 6.Copies of the offerors'proposals have been given to you as work copies.You are encouraged to mark comments on them,use yellow sticky notes,and the evaluation worksheet to make notes on good or poor points of Offerors'responses.Remember to be professional in the language you use.These proposal copies will be maintained for about a month following contract award -or resolution of any award protest -then they will be destroyed.The evaluation worksheets and one clean copy of each proposal will be part of the procurement file. 7.Your scoring review should be in pencil and based on what is submitted in the proposals.You may want to use either of the scoring methods below. a.You may read and rate a single criterion in each proposal and then proceed to another criterion until all are evaluated.If you do this you may want to rotate the order of Offerors when evaluating each criterion.Focus on what the text of each criterion description calls for,not just the title.Each score given should only be in response to the specific criterion. b.After your initial review you may want to go through and completely score each proposal.In doing so you may want to review your scoring to confirm you have been consistent with the way you have scored each criterion. 8.Base your ratings on what is submitted in the proposal.Unless you have direct knowledge to the contrary,experience and other credentials described in proposals should be considered authentic.Any questions regarding the authenticity of statements in proposals,the relevance of referenced projects,how well they were accomplished,and your independent knowledge may be discussed when the committee meets to discuss the proposals. 9.Independent Judgment.Procurement regulations require that "each committee member shall exercise independent judgment”(2 AAC 12.260 (h)).Your evaluation shall not be influenced by anyone,including colleagues,subordinates,or superiors.Attempts by anyone to influence you to improperly favor or disfavor a particular proposer,such as awarding or withholding points in a manner that might affect the outcome of the committee results must be reported to the Procurement Officer immediately. 10.EVALUATOR RATING SHEET *Do not factor,average,assign point values, rate,or score proposals in any manner different than that explained below. *Enter signature and date where indicated (plus other information if not already done). *Rate your evaluation of each response to Criteria and enter those ratings in the applicable blocks on the Evaluator Rating Sheet.Consider each criterion as if it were the only criterion for selection.For each criterion, you shall rate Offeror's response using the rating rubric on the score sheet utilizing numbers 5 -0 only.If a criterion response is not addressed at all,it should be rated "0".However,all evaluators should agree to the rating of "O”. Blocks on the Evaluator Rating Sheet marked with an "X”will be scored by the Procurement Manager. Make significant comments on the Evaluator Rating Sheet.Note the Offeror's name and criteria number for each comment.If you run out of space on the front,you may use the back of the sheet. 11.Provide copies of your completed Rating Sheets to the Procurement Manager prior to the Committee Meeting as indicated on the score sheet along with the Non-Conflict of interest form. 12.The Procurement Manager will Chair the evaluation committee meeting.The purpose of the meeting is to provide for open discussion of the proposals,determine if additional follow-up or reference checks are required, provide the Procurement Manager the opportunity to document the evaluation process,and allow evaluators the opportunity to adjust their final scores as appropriate. ins-comm 2010 AIDEA and AEA Instructions for Evaluation Committee Page 1 of 1 Biomass Fueld Greenhouse Handbook RFP 16106 DOA 2016-0800-3410 25-May-2016 £inal Firm Weight E3 Environmen tal LLC Cold Climate Housing Research Peseoll Delany Forestry Serivces,LLC Center Understanding the Services a B 3 Technical Plan /Approach =£|2ProjectManagement,Experience,Qualifications Cost -Procurement will calculate cost 3CMY DM NNQQOaanw MOOTotal Dan nL:5/5 rz elkaee_Langasages,Hoong rural 7,26boheayieronfhegreonhou Se/.Sy de,less focus Ow $,omnesy)St roe educats Correalehevou /L No ment on ot thoene byGfoodtenhBhishngbbConkiSe{| KEY 5 -Outstanding-Proposal demonstrates a complete understandingofcriter'4 -High Acceptable -Proposal!goes beyond simply rephrasing what was asked or 3 -Acceptable -Proposal addresses the criteria adequately.Meets minimum qualifications. 2 -Low Acceptable -Proposal is incomplete or fails to adequately address what is needed. 1 -Unacceptable -Proposal fails to demonstrate any relative understanding of Agency needs. COYRC -TOk6aySupportyCrop,Seveeral en {>hres, b exper,tne all acrross o-oosal doeDxbonyMokLbStpongfesWwSLTborne bas,aA Stuccesshel operrafrng regreeshouseSyShon5MorerecLn;'cal Cuts 'Ca laa, not address the criterion at all. Pvelopanrn,ot ae Secondlyr the State ass Cit ss plas the &"ieforDeeg)4 ud oFA Source FindllaPescat ¢"f67k&jn"Eh inter b>Can Ae 7ahoy"Y re»CAN)pauch?"Sf 'e ajnotSproothkyto"AKfephe"tf Stein }ly str Ong fechn'ca ughers Terdl n® Delany 2 Scored i (7 °Ye feck ). roforosedsfrenchvArte.LscalaJede !COT:Of _ak |Us ' Fine Ula._---- ;a /o vsvieeeniebee b/eyylosfrre"ny OVerent” b J af,cV /tural fees” S cluseed al/op nasShsCoycr.fog+>he mas, : | . nal -5 Losle (ae)ry?fe ee i 22 ™ee Alaska Industral Development and Export Autiony Gum ENERGY AUTHORITY Date 25 May 2016 Evaluation Memorandum To The Evaluation Committee From Althea S Clapp,Senior Contracting Officer Telephone (907)771-3018 Subject:Evaluation of Proposals RFP 16106,DOA 2016-0800-3410 Biomass Fueled Greenhouse Handbook AIDEA received proposals from the following 4-Firms,not in any order: E3 Environmental LLC Delany Forestry Services,LLC Cold Climate Housing Research Center Finella M.Prescott Please preview the proposals to gain an overview of what they contain.If there appears to be a potential conflict of interest in performing the evaluation duties,immediately bring it to my attention.Evaluators are reminder that the identity of the Evaluation Committee is confidential; additionally,committee members are instructed not to discuss or divulge the contents of the submitted proposals with anyone prior to the committee meeting(s),all information related to the Evaluation Committee's activities shall be kept confidential until after the Intent to Award is issued. Please closely review the Instructions and call me with any questions that you may have. Deliver a copy of your independent and completed Evaluation Rating Sheet along with your notes to me before 4-pm,1 June 2016.Tentatively,the next committee meeting is scheduled for 9-am,2 June 2016 Birch Room,to discuss evaluations. Attachments: a)Evaluator Rating sheet b)Non-conflict of Interest Statement c)Evaluator Instructions d)Acopy of the original RFP and four addenda e)Proposals received from each of the Offerors listed above 813 West Northern Lights Boulevard Anchorage,Alaska 99503 T 907.771.3000 Toll Free (Alaska Only)888.300.8534 F 907.771.3044 AERA\G@umme ENERGY AUTHORITY IMPORTANT NOTICE FOR REQUEST FOR PROPOSALS 16106 DOA 2016-0800-3410 FOR Biomass Fueled Greenhouse Handbook Interested firms shall register online to receive addenda and other information at http://www.aideaaeaprocurement.org/ The Authority may provide periodic e-mail notices regarding addenda or clarifications regarding this solicitation to those companies who reply. All addenda and other notices will be posted and available at http:/Awww.aidea.ord/"Quick Links”Procurement Opportunities. Contact:Althea Clapp E-mail:aclapp@aidea.org Alaska Energy Authority 813 West Northern Lights Blvd. Anchorage,AK 99503 FAX:(907)771-3044 Phone:(907)771-3018 April 15,2016 RFP 16106 DOA 2016-0800-3410 -1- SECTION 1.INTRODUCTIUN AND INSTRUCTIONS 1.1 Purpose of this Request for Proposals (RFP) Proposals are requested from qualified consultants to assist in developing and writing a Community Sustainability Handbook:Best Practices for a Biomass-Heated Greenhouse for Alaskan Schools. AEA is seeking responses from contractors who have experience in greenhouse systems in northern and arctic environments and demonstrate expertise in biomass,business planning,and curriculum development to create a handbook. The overarching goal of this project is to create a guiding document that can be a tool to helpcultivatesustainable,self-sufficient,and resilient communities throughout Alaska.The final deliverable for this project will be a practical handbook to help interested communities plan,build,and manage a school biomass-heated greenhouse that will be developed with the guidance of the project's steering committee. Handbook format needs to be in eBook format for multiple reader-technologies and able to be hosted on AEA's website. There is a large body of known information in the public domain that the contractor will be expected to collect,review and incorporate,as appropriate and relevant,into this project. 1.2 Minimum Contractor Requirements to Respond In order for the proposal to be considered responsive,Offerors must clearly demonstrate within their proposal they have 3-years'experience developing handbooks similar to the one described herein. Failure by Offeror to meet the minimum experience requirement will cause the proposal to be considered nonresponsive and the proposal will be rejected. 1.3 Issuing Office Physical Address:Contact:Althea Clapp Alaska Energy Authority (AEA)Telephone:(907)771-3018 813 West Northern Lights Bivd Facsimile:(907)771-3044 Anchorage,AK 99503 Email:aclapp@aidea.org A hard copy of this RFP,with associated contract documents may be picked up or requested from the Issuing Office during the regular work hours of 8:00 a.m.to 12:00 noon and 1:00 p.m.to 5:00 p.m., Monday through Friday excluding state holidays.The document is available online at http://www.aideaaeaprocurement.org/ AEA assumes no liability for incorrect addresses or delivery of RFP packages by public or private carriers. 1.4 Mailing Address and Deadline for Receipt of Proposals Offerors must submit 4-copies and 1-thumb drive or disk of their proposal to the Issuing Office,in a sealed envelope(s)clearly labeled and marked as a proposal: From:Offeror's Return Address To:|Alaska Energy Authority,ATTN:Althea Clapp 813 West Northern Lights Blvd.,Anchorage,AK 99503 Biomass Fueled Greenhouse Handbook -RFP 16106,DOA 2016-0800-3410 RFP 16106 DOA 2016-0800-3410 -2- Proposals must be received in writing at the AEA Office,Attn:Althea Clapp,no later than 2:00 p.m., Alaska Daylight Time May 25,2016.Failure to meet the deadline will result in disqualification of the proposal without review. 1.5 Questions about the RFP Any technical or procedural questions regarding the RFP or contractual documents should be directed to the Procurement Officer.All questions that require clarification or interpretation of this RFP that cannot be answered by careful review of the document must be received in writing at the Issuing Office address before the due date for proposals.The Procurement Officer will respond in writing if the question cannot be answered by directing the Offeror to the appropriate section of the RFP.Copies of any written response to questions will be made available to all parties that register online. Any technical or procedural questions or correspondence concerning protest of the intent to award of a contract (See sections 2.2 and 2.26)should be addressed to: Althea Clapp,Senior Contracting Officer Alaska Energy Authority 813 West Northern Lights Bivd. Anchorage,AK 99503 Phone:(907)771-3018,Email aclapp@aidea.org 1.6 Location of Work The AEA offices are located in Anchorage,Alaska;although Contractor shall be responsible for producing work at its own facility. 1.7 Funding of the Contract Funding for this project is a combination of a US Forrest Service grant and a State of Alaska appropriation. 1.8 Period of Performance Contractor shall work closely with AEA to develop the handbook with first draft on or about September 30,2016,and final book ready for print no later than March 31,2017. 1.9 Solicitation and Advertising In accordance with 2 AAC 12.220 notice of this solicitation for proposals is being published on the state of Alaska On-Line public notice Web site at www.state.ak.us 1.10 RFP/Contract Management The Executive Director of the Authority,or their designee,must approve the contract and any amendments prior to execution. The Project Manager will participate in the evaluation of proposals as a non-voting member;who may make recommendations for negotiations,and negotiate the final terms and conditions of the contract subject to the Procurement Officer's approval.The Project Manager is also responsible for contract administration that includes accepting proposals for changes,approving invoices and deliverables and evaluating performance. The Procurement Officer,as defined by this RFP,is responsible for conducting the solicitation and overseeing the work of the Project Manager and Evaluation Committee to assure compliance with state procurement policy and AEA guidelines,making determinations with respect to a protest or claim as required by law,and final review and approval of the contract for the Executive Director of the Authority. RFP 16106 DOA 2016-0800-3410 -3- 1.11.News Releases News releases pertaining to this RFP or the project to which it relates shall not be made without prior approval of the Project Manager.The Contractor will be required to coordinate with the Issuing Office of this RFP before making any response to a request for information regarding this project. 1.12 Definitions For the purposes of this RFP and any resulting contract,the following definitions apply: e "State”would be taken to mean AEA as an entity of the state or other departments within the state depending on the context of the clause. e "The Authority”or "AEA”refers to the Alaska Energy Authority,a separate corporation as defined by AS 44.83.020. RFP 16106 DOA 2016-0800-3410 -4- })! |SECTION 2.STANDARD PROPOSAL INFORMATION 2.1 Proposal Preparation Costs The Authority will not pay any cost associated with the preparation,submittal,or presentation of any proposal. 2.2.Required Review -Protests Prior to Award Offerors must carefully review the RFP for defects and questionable or objectionable material.Such defects must be reported to the contact person at the issuing office in writing and received prior to the deadline for receipt of proposals.This will allow sufficient time for the Procurement Officer to issue an addendum if warranted,and will help prevent the evaluation of proposals based on a defective RFP. AS 36.30.560 -565,provides that an interested party may protest alleged improprieties or ambiguities in the content of a solicitation (RFP).If a potential Offeror wishes to protest the content of a solicitation,the Procurement Officer must receive the protest,in writing,at least ten days prior to the deadline for receipt of proposals.The protest must include the same information noted in Section 2.26."Protests After Award”.Protests based on an omission,error,or the content of the RFP will be disallowed if notice of the defect is not made as set out above. 2.3 Questions Received Prior to Opening of Proposals Two types of questions generally arise.The first type of questions may be answered by directing the questioner to a specific section of the RFP.These questions may be answered over the telephone. The other type of questions may be more complex and may require a written amendment to the RFP. The Procurement Officer will make that decision.All complex questions will be confirmed in writing. 2.4 Addenda to the RFP Addenda to this request for proposals may be issued at the Authority's option.An interested Offeror, however,may request modifications to the scope,specifications,or administrative requirements.Final acceptance or denial of the request is the decision of the Procurement Officer.Failure of the Procurement Officer to respond in writing to a request for addenda to the RFP shall be considered a rejection of the request.All addenda will be in writing and issued to all persons who receive copies of this RFP. 2.5 Correction,Modification,or Withdrawal of Proposals A proposal may be corrected,modified or withdrawn by providing a written request from an authorized agent of the Offeror to the contact person before the time and date set for receipt of the proposals.After proposals are opened,modifications may be allowed prior to completion of the evaluation process if the Evaluation Committee determines that it is in the best interest of the Authority to solicit modifications or best and final offers.Modifications to proposals or best and final offers will be solicited in accordance with AS 36.30.240 and 2 AAC 12.290.The apparent successful Offeror may be requested to modify or correct his proposal during contract negotiations to the extent it is in the best interest of the Authority (2 AAC 12.315). 2.6 Authorized Signature An individual authorized to bind the Offeror to its provisions must sign proposals.The proposal must remain valid for at least sixty (60)days from the proposal receipt deadline. In responding to this RFP the individual signing the response is certifying under penalty of perjury that the price submitted was independently arrived at without collusion. 2.7 Offeror's Certification By signature on their proposal,Offerors certify that they are complying with:1)the laws of the state of Alaska;2)the applicable portion of the Federal Civil Rights Act of 1964;3)the Equal Employment RFP 16106 DOA 2016-0800-3410 -5- Opportunity Act,the Ameri.is with Disabilities Act (ADA)and the.julations issued there under by the federal government;and 4)all terms and conditions set out in this RFP.If any Offeror fails to comply with 1)through 4)of this paragraph,the Authority reserves the right to disregard the proposal, terminate the contract,or consider the contractor in default. 2.8.Human Trafficking By signature on their proposal,the Offeror certifies that the Offeror is not established and headquartered or incorporated and headquartered in a country recognized as Tier 3 in the most recent United States Department of State's Trafficking in Persons Report. The most recent United States Department of State's Trafficking in Persons Report can be found at the following website:http:/Awww.state.gov/g/tip/. Failure to comply with this requirement will cause the state to reject the proposal as non-responsive, or cancel the contract. 2.9 Conflict of Interest Each proposal shall include a statement indicating whether or not the firm or any individual working on the contract has a possible conflict of interest.If there is a conflict of interest or appearance of such a conflict,a brief description of the nature of the conflict must be included in the statement.AEA will evaluate the nature of the conflict and the bidders'statement and make a determination whether in its opinion a conflict of interest exists.This decision shall be made solely in AEA's best interest.If the Authority determines that there is a conflict of interest the offer shall be determined to be non- responsive.If a conflict of interest is discovered after contract award,the Authority,after review of the facts surrounding the conflict,may terminate the contract. 2.10 Licenses At the time the proposals are opened,all Offerors must hold a valid Alaska Insurance License required under AS 21 (such as a Surplus Lines Brokers License issued under AS 21.27).Proposals must be submitted under the name as appearing on the Offeror's current Alaska Insurance License, in order to be considered responsive.Offerors should contact the Department of Commerce, Community and Economic Development,Division of Insurance,P.O.Box 110805,Juneau,Alaska 99811-0805,for information on these licenses.Offerors must submit evidence of a valid Alaska Insurance License with the proposal.An Offeror's failure to submit this evidence with the proposal may cause their proposal to be determined non-responsive.Acceptable evidence that the Offeror possesses a valid Alaska Insurance License may consist of any one of the following: (a)Copy of an Alaska Insurance License with the correct NAIC or NIPR code; (b)Certification on the proposal that the Offeror has a valid Alaska Insurance License and has included the license number in the proposal; (c)A canceled check for the Alaska Insurance License fee with accompanying documentation indicating that the license will be or is in the process of being issued by the Division of Insurance; (d)A copy of the Alaska Insurance License application with a receipt stamp from the State's Division of Insurance licensing office;or (e)A sworn and notarized affidavit that the Offeror has applied and paid for the Alaska Insurance License. You are not required to hold a valid Alaska business License at the time proposals are opened if youpossessavalidInsuranceLicenseissuedbyAlaskaDepartmentofCommerce,Community andEconomicDevelopment,Division of Insurance. The contractor and subcontractors will be required to have an Alaska Business License as may be required by the Department of Commerce,Community and Economic Development prior to contract award. RFP 16106 DOA 2016-0800-3410 -6- 2.14.Subcontractors The Offerors may subcontract portions of the project tasks.Offerors will be required to submit the names and addresses of all subcontractors and the type and percentage of work they will be providing. The successful contractor must supply proof of appropriate subcontractors'Alaska business licenses for those businesses that will be doing work inside Alaska within a reasonable time after the Notice of Intent to Award is issued according to AS 36.30.210(a). If the successful contractor proposes to accomplish more than 50%of the work through subcontractors,they must provide a written statement that they are not operating as a joint venture with the other contractors and will be solely responsible for all work products,profits,and losses,as they relate to the performance of this contract.Failure to provide this statement may result in the proposal being declared a "joint venture”proposal for the purpose of calculating the Alaska Proposer preference. 2.12 Joint Ventures Joint Venture proposals will not be accepted for the performance of this contract. 2.13 Disclosure of Proposal Contents AS 36.30.230 requires that the procurement officer open proposals so as to avoid disclosure of contents to competing Offerors during the process of negotiations.To the extent that the Offeror designates and the procurement officer concurs,trade secrets and other proprietary data contained in proposals may be considered confidential.Any material considered confidential must be clearly noted in the proposal and include a brief statement as to the need for confidentiality.All proposals and related information will become public information after issuance of the Notice of Intent to Award. AS 36.30.510 requires that the contract files include a copy of each proposal submitted and are open to reasonable inspection by the public.All proposals and material submitted become the property of the Authority and may be returned only at the Authority's option.All proposals submitted will be kept on file by the Authority for a minimum of two years. 2.14 Multiple or Alternate Proposals In accordance with 2 AAC 12.830,multiple or alternate proposals may be considered responsive provided they meet the minimum requirements noted in Sections 1.2 and 6 of this solicitation. Alternate or multiple proposals would be evaluated as separate proposals subject to the same evaluation criteria in Section 7. 2.15 Right of Rejection Offerors must comply with all of the terms of the RFP,with AS 36.30,the state Procurement Code, and all applicable local,state,and federal laws,codes,and regulations. The Procurement Officer,based on recommendations of the Evaluation Committee,may reject any proposals that do not comply with all of the material and substantial terms,conditions,and performance requirements of the RFP. Minor informalities,that do not affect responsiveness;that are merely a matter of form or format;that do not change the relative standing or otherwise prejudice other offers;that do not change the meaning or scope of the RFP;that are trivial,negligible,or immaterial in nature;that do not reflect a material change in the work;or,that do not constitute a substantial reservation against a requirement or provision may be waived by the Procurement Officer. AEA reserves the right to reject all proposals if it is determined that award would not be in the best interest of the Authority in accordance with AS 36.30.350.If all proposals are rejected,they will be returned in accordance with AS 36.30.230(B). RFP 16106 DOA 2016-0800-3410 -T- 2.16 Evaluation of Prop._als i All responsive proposals received will be reviewed and evaluated by a committee that will be made up of AEA representatives or staff.Other representatives may be added as appropriate,provided the Evaluation Committee is made up of at least the designated procurement officer and three public employees in accordance with 2 AAC 12.260.Each member shall exercise independent judgment and no member's vote or score will be weighted more than any other.The evaluation will be based on the evaluation factors set out in Section 7 of this RFP. 2.17 Alaska Proposer's Preference Does not apply due to federal funding. 2.18 Cost Evaluation Formula Attachment D Cost shall be completed and returned as part of the proposal,in addition the cost proposed shall be used to establish the Contract cost.The distribution of points based on cost will be determined as follows per AS 36.30.040,.210,.250,and 2 AAC 12.260(d).The lowest priced proposal receives the maximum number of points allocated to price.Other allocations are determined by this formula: (Price of Lowest Cost Proposal)x (Maximum Points for Cost)=Points awarded for cost Offeror's Cost Proposal! What determines the "lowest priced proposal”is further clarified in Section 7.5 of this RFP. 2.19 Interviews for Clarification The Evaluation Committee (EC)may require Offerors to provide clarification of certain points in their proposals prior to completion of the evaluation process through interviews.The purpose of the interviews is to ensure that the Evaluation Committee has a more complete understanding of the contractor's proposal.Material changes to proposals or negotiations are not allowed in this process. Information requested for the purposes of clarification will be limited to verification of statements made in the Offeror's proposal. Ail Offerors who are in the highest competitive range will be given similar opportunities,as required, for clarification.Interviews will be conducted in such a manner that information derived from competing Offerors is not disclosed.Interviews will be scheduled at the convenience of the Issuing Office.AS 44.62.310 does not apply to meetings with Offerors conducted under this section. Interviews may be conducted by teleconference. If the Evaluation Committee requests the highest scoring Offerors to participate in an oral presentation combined with a structured interview,Offerors will be required to have in attendance and available for interview,at least the key proposed staff.Offerors shall be notified of the date,time and place of the oral presentation and structured interview by the EC. 2.20 Discussions for Best and Final Offers The Authority may require written or oral submittals from Offerors for the purpose of clarification in accordance with AS 36.30.240 and 2 AAC 12.290.The purpose of these submittals will be to ensure the Offeror has a full understanding of the requirements of the RFP.Discussions will be limited to sections of the RFP identified by the Evaluation Committee. Discussions,if held,will be with Offerors who have submitted a proposal deemed reasonably susceptible for award by the Evaluation Committee.Discussions would be after the Evaluation Committee has completed the preliminary evaluation of proposals.!f modifications are made as a result of these discussions they will be put in writing. Following discussions,the Evaluation Committee may set a time for best and final proposal submissions from those Offerors with whom discussions were held.Re-evaluation of the best and final proposals will be limited to the specific sections of the RFP opened to discussion by the procurement officer. RFP 16106 DOA 2016-0800-3410 -8-- }} 2.21 Contract Negotiations Upon completion of the evaluation process,contract negotiations will commence in accordance with 2 AAC 12.315.It is anticipated that all contract negotiations will be held at the Authority,813 West Northern Lights Bivd.,Anchorage,Alaska,or by teleconference. 2.22.Failure to Negotiate If the selected Offeror fails to provide the necessary information for negotiations in a timely manner, negotiate in good faith,or cannot perform a substantial portion of the contract within the amount of budgeted funds available for the project,the Authority may terminate negotiations and negotiate with the next highest ranked contractor,or terminate the award of the contract. 2.23 Notice of Intent to Award After completion of the evaluation process and contractor negotiations,the Issuing Office will issue a Notice of Intent to Award to all Offerors.This notice will contain the names and addresses of all the Offerors including the intended recipient of the contract. 2.24 Informal Debriefing Any unsuccessful Offeror may request and receive an informal debriefing either ten (10)working days after the Notice of Intent to Award is mailed out or,if there is a protest,upon completion of the protest process.The debriefing shall be limited to the Offeror's proposal,concentrating on the areas considered deficient or inferior.The merits of other proposals will not be discussed.A formal review may be requested by writing to Althea Clapp,at the Issuing Office address. 2.25 Protests after Award In accordance with AS 36.30.560,an interested party may protest an award of contract or the proposed award of a contract,or a solicitation by an agency.The protest shall be received in writing at the address below within ten (10)calendar days after the Notice of Intent to Award is issued. Tom Erickson,Chief Procurement Officer,Phone:(907)771-3951 Alaska Energy Authority,813 West Northern Lights,Anchorage,AK 99503 The protest must include the following information: The name,address,and telephone number of the protester; The signature of the protester or the protester's representative; Identification of the contracting agency and the solicitation or contract at issue; A detailed statement of the legal and factual grounds of the protest,including copies of relevant documents,and; 5.The form of relief requested.PONSProtests filed by telex or telegrams are not acceptable because they do not contain a signature.Fax copies of the protest containing a signature are acceptable. Offerors will be notified of any protest.Review of protests,decisions of the procurement officer, hearings and appeals will be conducted in accordance with the State Procurement Code AS 36.30.550 -615 of the state Procurement Code. RFP 16106 DOA 2016-0800-3410 -Q- i {|SECTION 3.STANDARD CONTRACT INFORMATION 3.1 Contract Type The contract resulting from this RFP will be based on time and materials to produce the guide with a not-to-exceed amount proposed by Offeror herein.Optional work will be requested on a separate work-order basis in which case the contract would be amended based on a negotiated scope, schedule,and cost for the requested services as needed. 3.2 Contract Approval This RFP does not,by itself,obligate AEA.The Authority's obligation will commence when the Executive Director of AEA or,the Executive Director's designee approves the contract.Upon written notice to the Contractor,the Authority may,if it wishes,set a different starting date for the contract. AEA will not be responsible for any work done by the Contractor,even work done in good faith,if it occurs prior to the contract start date set by AEA. 3.3 Insurance Requirements The successful Offeror must secure satisfactory insurance coverage as required by the Department of Administration,Division of Risk Management.Failure to provide evidence of adequate coverage is a material breach and grounds for termination of the contract. Offerors must review Appendix B2 to Form 02-093 for details on coverage requirements.A copy isincludedasAttachmentBtothisRFP. 3.4 Standard Contract Provisions The successful Offeror will be required to sign the standard agreement form for professional services, Form 02-093.A copy is included in the contract documents package for your reference.The Contractor will also be required to comply with the general contract provisions of Appendix A to this form.Any alteration of these general provisions must be approved by the Department of Law before the Authority's Procurement Officer can accept the contract. 3.5 Proposal as Part of the Contract All or part of the final proposal may be incorporated into the final negotiated contract. 3.6 Additional Terms and Conditions AEA reserves the right to include additional terms and conditions during the contract negotiations. These terms and conditions must be within the scope of the original RFP and contract documents, and will be limited to cost,clarification,definition,and administrative and legal requirements. If after award of a contract:1)a conflict arises between terms offered in contractor's proposal and the terms of the contract or RFP the terms of the contract or RFP will prevail.2)If the Authority's rights would be diminished as a result of application of a contractor's supplemental term or condition included in the contractor's proposal,the supplemental term or condition will be considered null and void. 3.7 Payment Procedures The Authority intends to pay the contractor a negotiated sum based upon satisfactory completion of tasks,review of the required deliverables,and submission of an invoice from the Contractor. No payment shall be made until the invoice has been approved and authorized by the Project Manager.Under no condition will the Authority be liable for the payment of any interest charges associated with the cost of the contract. The Authority is not responsible for and will not pay any local,state,or federal taxes.All costs associated with the contract must be stated in U.S.currency.If a contractor is delinquent on payment RFP 16106 DOA 2016-0800-3410 -10 - of state taxes the paymeni__ovisions of the contract may be subje "to review and approval by theDepartmentofRevenuepriortoaward. 3.8 Contract Personnel The Authority reserves the right to approve or disapprove any change in the successful Offeror's project team members whose participation in the project is specifically offered in the proposal. Similarly,changes in the amount of participation by key project members will require AEA approval. This is to ensure that persons with vital experience and skill remain fully involved in the project. Requests for any change in contractor personnel shall be submitted in writing to the Authority for the Authority's review and sign-off before the change is made.Contractor personnel changes,not approved by the Authority,may be cause for the Authority to terminate the contract. 3.9 Subcontractors The Authority must approve the use or replacement of subcontractors.Provide a list of potentialsubcontractorsandaone-page resume for each subcontractor including brief descriptions of previous work and three references.Replacement of subcontractors may only be made in accordance with approval of the Project Manager and the terms of the final negotiated contract. 3.10 Disputes Any contract dispute associated with this RFP or the contract will be resolved in accordance with AS 36.30 the state procurement code and regulations. 3.11 Contract Invalidation If any provision of the contract awarded as a result of this RFP is found to be invalid,such invalidation will not be construed to invalidate the entire contract. 3.12 Termination for Default If the Contractor refuses or fails to perform the work,or any separable part thereof,with such diligence as will ensure its completion within the written contracted time frame,the Authority may,by written notice to the contractor,terminate the right to proceed with the work or such part of the work as to which there have been delays.This clause does not restrict AEA termination rights under the general contract provisions of Appendix A,which is attached to this RFP in the contract documents. 3.13 Conflict of Interest The Contractor may be precluded from participating in future projects that are generated by or in conflict with the performance of this contract and may result in financial benefit to the Contractor. 3.14 Assignment The Contractor may not assign any portion of the contract without prior written approval from the Procurement Officer and the Project Manager. 3.15 Contract Changes -Unanticipated Amendments During the course of performing the work required by this contract,the Contractor may be requested to perform additional work within the general scope of the contract. When additional work is required,the Project Manager shall forward to the Contractor a description of the work to be accomplished and request that a proposal be offered within a given time period.Cost and pricing data must be provided to justify the cost of such amendments per AS 36.30.400.No additional work shall commence by the Contractor without an approved written contract amendment by the Procurement Officer. RFP 16106 DOA 2016-0800-3410 -11- 3.16 RighttoInspect P.2 of Business At reasonable times,the Authority may inspect those areas of the Contractor's place of business that are related to the performance of a contract.If the Authority makes such an inspection,the contractor must provide reasonable assistance. 3.17.Confidentiality and Ownership of Documents All data,maps,drawings,photographs,mosaics,plans,reports,recommendations,estimates, documents,computer files and all other data compiled by or received by the Contractor under this Contract shall be treated by the Contractor as confidential and shall be delivered only to the Authority's Project Manager or other authorized officials as required in the contract.Their contents shall not be made known by the Contractor to any person other than personnel of the Contractor performing services under this Contract without written consent of the Authority. 3.18 Reimbursement to the Authority for Unacceptable Deliverables The Contractor is responsible for quality,occurrence and completion of all work identified by the contract.All work shall be subject to evaluation and inspection by the Authority at all times to assure satisfactory progress,to be certain that work is being performed in accordance with the contract specifications,terms and conditions,and to determine if corrections and modifications are necessary. Should such inspections indicate substantial failure on the part of the Contractor,the Authority may terminate the contract for default.Furthermore,the Authority may require the Contractor to reimburse any monies paid (pro rata based on the identified proportion of unacceptable products received)and any associated damage costs. 3.19 Federal Terms and Conditions Are Attachment C.to this RFP,shall be completed by successful Contractor.Items 1.Debarment and 2.Lobbying certifications shall be completed and signed. RFP 16106 DOA 2016-0800-3410 -12- [SECTION 4.BACKGROUND INFORMATION Background Living in rural Alaska is filled with challenges.Fuel costs are some of the highest in the country,and the remoteness significantly increases the price of products delivered to the communities.Fresh vegetables are a critical need.For communities to be sustainable,they need cheaper and morereliablefuel,better nutrition,and local jobs.Locally-grown greenhouse produce partnered with wood heating systems can improve nutrition,lower energy costs,and provide much needed jobs. Locally-sourced energy and locally-grown food are two pillars of community sustainability and security.This is especially true in rural Alaska.Through the work of Alaska's State Wood Energy Team,known as the Alaska Wood Energy Development Task Group,and Alaska Energy Authority's Renewable Energy Fund grants,there has been significant work done over the past decade to facilitate the conversion to high efficiency biomass boilers as a heat source.This project will build on the ongoing expansion of wood heating systems and recent successes with greenhouse construction in Alaska schools to develop a biomass-heated greenhouse handbook.This handbook will be a how- to guide to select greenhouse technology,develop business and operations plans,and integrate biomass and greenhouse-related Science,Technology,Engineering and Math (STEM)curriculum into schools. Schools are the epicenter of most rural Alaska communities.There is no better way to integrate the benefits of renewable energy into a community than to make the project relevant to the entire community through the school.Rural communities struggle with food security and health issues due to the logistics of transporting fresh foods.Most communities are lacking in fresh vegetables beyond what can be harvested through subsistence activities.By targeting greenhouse development in conjunction with wood heating systems,this project can save money for the community through heating with local fuels and facilitate the reinvestment of the savings into the nutrition,health and education of their children and their community. In Alaska,there are 53 school districts with 507 schools.Currently 10 schools are heated with biomass systems,four of which have operational greenhouses.There are at least another 10 schools that have funding for design and construction of biomass heating systems.These biomass systems in development would be the initial target for greenhouses through this project. Example of project success -Thorne Bay There are example of success in a number of locations,such as Tok and Thorne Bay,Alaska where students are learning the science of growing food,what it means to eat healthy,and how to run a successful business.And all in a context of sustainability -just like the wood-fired boiler heating the source of their inspiration.In 2013,the Thorne Bay School self-funded and built a hydroponic greenhouse that uses excess heat generated by the school's cordwood boiler.That boiler was the outcome of a Renewable Energy Fund grant made possible through Alaska Energy Authority and the efforts of the Alaska Wood Energy Development Task Group's (AWEDTG's)pre-feasibility study process. The Southeast Island School District (SEISD),the governing body for the Thorne Bay School,serves approximately 200 students in nine regional schools.Greenhouses and wood heating systems have been installed in three SEISD schools.Thorne Bay's school is one of the largest with 75 students. With the recent installation of a cordwood-fired biomass boiler and the construction of a school greenhouse,the SEISD has planted seeds of sustainability that benefits the whole community.In the school,the boiler and greenhouse have been incorporated into the curriculum:science,horticulture, math,and business are all taught hands-on.The school's greenhouse grows fresh vegetables for the school cafeteria,improving the quality of school lunch.Excess food is sold to the community as a part of the student-led business.The school district is also allowing families to deliver wood to the boilers to help fund sports and other extracurricular activities.Food is not the only product coming out of the greenhouse:pride,good health,and business sense are also grown there,too.This has resulted in RFP 16106 DOA 2016-0800-3410 -13 - an intense sense of local _ade amongst the students and all ay_groups,and contributes to a healthy,sustainable community.Local jobs are created with the need for harvesting and processing cord wood,as well as fueling the boiler. Today,the Thorne Bay School is generating cheaper,more sustainable heat while championing a successful model of hands-on learning and local economic development that has applicability for other regional and statewide communities.The Thorne Bay students are shining examples of a Renewable Energy Fund success story,and an inspiration for this project of how things can be accomplished through creative collaboration. RFP 16106 DOA 2016-0800-3410 -14- |SECTION 5.Scope of work Scope of Work Develop a practical handbook to help interested communities plan,build,and manage a school biomass-heated greenhouse that will meet the overarching goal of the project partners to cultivate sustainable,self-sufficient,and resilient communities throughout Alaska.The scope of content for the handbook includes (see attachment). A steering committee has been established to review the project and ensure broad buy-in.Contractor shall be required to interact regularly with the steering committee for chapter development approvals before moving to the next stage of the project.Monthly teleconferences are envisioned as well as committee approvals at 35-65%and 95%of project completion.Budget should include at least one in-state presentation in Ketchikan,Anchorage and Fairbanks on separate line items. Handbook format needs to be in eBook format for multiple reader-technologies and able to be hosted on AEA's website. There is a large body of known information in the public domain that the contractor will be expected to collect,review and incorporate,as appropriate and relevant,into this project. Respondents will propose a project timeline for substantial (95%)completion by February 2017,and ready for print no later than March 31,2017. SAMPLE-DRAFT Scope of Work/Table of Contents for Biomass Greenhouse Handbook e Acknowledgments e Forward e Executive Summary o Overview of goals and opportunity to integrate multiple "missions”and disciplines o Statement on community sustainability e Appendix,case studies Draft Table of Contents 1.Planning your biomass-heated greenhouse a.Is this a good fit for my school? b.What is feasible? c.Who are the stakeholders and partnerships needed for success? d.Getting to yes 2.Business Plan a.Objectives i.Crops to produce and how much ii.Demand of produce -sales,consumption iii.Distribution method? iv.Sales/Pricing v.Cafeteria -how integrate vi.Safety (Food Safety Modernization Act) vii.Legal considerations viii.Insurance b.Participation/partners c.Business/operation management RFP 16106 DOA 2016-0800-3410 -15 - d.Who will help _verate/maintain e.Biomass fuel stock markets and delivery -"last mile”issues f:Metrics to evaluate economic feasibility i.Economics of entire system (based on 2015-2016 numbers) ii.Capital/upfront costs iii.O&M costs iv.B/C ratio,NPV,Simple Payback,Life Cycle Analysis (What is the best measure?) 3.Greenhouse Design a.Hydroponic b.Soil c.Aquaponics i.Keeping water warm for fish ii.Fish species best suited and allowed in Alaska d.Crops Produced e.Quantity of produce f.Rotation and sequence of crops g.Irrigation h.Nutrient management i.Organic versus nonorganic Location i.Direction and placement of structure ii.Are the lights from the greenhouse causing issues with the neighbors? j.Biomass fuel storage and delivery systems k.Economics -cost of heat,supplies,lighting,etc. 4.Greenhouse Selection a.Geographical and climate considerations i.Snow load ii.Winds Type of structure (locally-sourced materials v.ready-made kits) Shape of greenhouse Greenhouse materials Size of greenhouse versus output of plants Greenhouse dimensions matched with standard boilers based on heat load analysis and expected usage (small,medium,large system examples) g.Types of environmental control h.Plant support structures i.Natural lighting and Supplemental lighting j.Recommended components/equipment -BOM 5.Building Efficiency a.Building design consideration in a state with both Arctic and rainforest climates b.Lighting -Passive or LED light c.R-values of greenhouses d.Other energy efficiency considerations 6.Biomass Boilers a.Technology options -description and pros/cons i.Cordwood ii.Chips iii.Pellets 7.Thermal Storage a.Estimated installed costs for economic evaluationsmoaos RFP 16106 DOA 2016-0800-3410 -16- b.Use of existing _iomass boilers (is it big enough,well suitec,ocated?) c.Include AK case studies in Appendix or link 8.Integration of Boiler into greenhouse systems a.Types of heat emitters i.Unit heaters ii.In bed heaters iii.Water heaters iv.Thermalmassheat v.Other b.Controls Standard system designs d.Integration and prioritization with other heat loads i.Do the school oil boilers provide heat to the greenhouse in the event the biomass system is not operational? 9.Biomass Resources in Alaska a.Regional Land Use Designations Statewide b.Resource references (State,Federal,Tribal,Regional plans) c.Access to biomass resource,known (or needed)resource sources/inventory d.Process to acquire,deliver biomass 10.O&M (basics included as part of the business plan -a detailed case study may be in appendix) a.Electric Costs b.BoilerO&M c.Greenhouse system O&M -environmental controls 11.Greenhouse Operation (basics included as part of the business plan -a detailed case study may be in appendix) a.Staffing b.Supplies and materials -BOM c.Waste disposal i.Plant material ii.Media iii.Nutrient solution Composting Lighting Requirements Water requirements Pathogen testing in hydroponics Soil Testing i.Food Safety Modernization Act 12.Curriculum (consistent with State of Alaska Department of Education approval and articulated with the University of Alaska)9smooa.K -12 b.Business c.Science d.Math e.Horticulture f.Other? 13.Funding Opportunities a.Public (State,federal,Tribal) b.Private funders c.Other? RFP 16106 DOA 2016-0800-3410 -17- \ i |SECTION 6.PROPOSAL SUBMISSION FORMAT | The Authority requests that Offerors follow this format and should be limited to the requested information.Please keep proposals on task.The Authority is discouraging unnecessarily lengthy and costly proposal preparation,yet all proposals must contain the following information,formatted as requested. Failure to follow this submission format,or failure to include complete information as requested,may result in a lower score or disqualification of the proposal depending on the severity of the discrepancy. 6.1 Introduction Include a letter of transmittal containing the complete name and address of the firm;name,mailing address,and telephone number of the contact person for the proposal;Alaska Business license number or proof of having a valid Alaska business license as required by Section 2.10,and a statement confirming that the proposal is valid for ninety (90)days from closing date for receipt of proposals;a certification,as appropriate,that your firm qualifies as an Alaskan vendor in accordance with Section 2.16;and a statement with regard to any perceived or potential conflicts of interest. Include a title page showing:RFP # Firm's Name Date of Proposal Include a Table of Contents. 6.2 Understanding of the Project and Commitment Include a brief discussion of your understanding of the services required,your relevant experience and why this work would be a good fit for your company.Provide a brief summary of how you meet the minimum contractor requirements listed in section 1.2.Discuss similarities and differences between working with similar handbooks. Include a summary of any issues you believe may be encountered in the performance of the contract and creative suggestions for addressing these problems.Include your expectations of the Authority or other entities that may be involved in this process. Describe your availability to commit to this work.Include other work or projects that you have or may have during the period of performance.Discuss any possible conflicts that could arise during the performance of work for the Authority. 6.3 Project Approach and Work Plan Refer to the scope of work identified in Section 5.Present any ideas,experience,and creative approaches that might be appropriate.You may also provide supporting documentation that would be pertinent to the RFP. 6.4 Project Management,Experience and Qualifications 6.4.1 Project Management In addition to demonstration of the minimum experience requirements detailed in Section 1.2 Offerors should provide a detailed summary of the Offeror including: e Firm History e Ownership and principal officers e Adescription of the proposed project team structure and internal controls to be used during the course of the project,including any subcontractors. RFP 16106 DOA 2016-0800-3410 -18- e Anorganizational che...of your firm indicating lines of authority or personnel involved in performance of this potential contract and relationships of this staff to other programs or functions of the firm.This chart must also show lines of authority to the next senior level of management.Include who within the firm will have primary responsibility and final authority for the work. Experience relating to the services described in this RFP Office(s)that would provide the services and resources Major claims or lawsuits,if any,pending against the firm and that should be considered material to the firm's financial status or which could potentially affect the successful performance of this project 6.4.2.Personnel Experience and Qualification Proposals should identify and describe the pertinent experience of the following personnel in the Offeror's firm who would act in the following capacities: e The proposed Account Manager (AM) e Other individuals who would provide support Provide complete details on the functions to be performed by the above individuals and how their activities would be directed and coordinated.Include half-pages resumes of all key persons involved. For each person involved,describe their relevant experience as it relates to this RFP. Include information about the current and expected workloads of key personnel so that an assessment can be made about adequacy of account management staffing and availability of key personnel for consultation as needed,and other servicing needs. 6.4.3 Firm References Each proposal must include at least 2-references,include name of firm,contact,and a brief description of the work performed. 6.5 Cost Proposal Offerors must complete the cost proposal form provided as Attachment D and provide additional back up as requested. RFP 16106 DOA 2016-0800-3410 -19- [SECTION 7.EVALUATION CRITERIA | 7.1 Evaluation Process A procurement evaluation committee consisting of at least three state employees or public officials shall evaluate proposals in accordance with 2 AAC 12.260 of the State Procurement code.Other representatives may be added if needed.Each member shall exercise independent judgment and no member's vote or score will be weighted more than any other. Proposals will be opened and evaluated in a manner that avoids disclosure of the contents to competing vendors during the evaluation process and negotiations. Proposals will initially be reviewed for the following minimum responsiveness requirements: 1.Was the proposal received by the deadline for receipt of proposals? 2.Has the vendor submitted evidence of having a valid Insurance license? 3.Does the contractor demonstrate they meet the minimum experience and qualifications requirements of Section 1.2 Minimum Qualifications? Proposals that fail to meet these requirements will be rejected as non-responsive and will not be evaluated.The Evaluation Committee will evaluate the remaining proposals based on the evaluation criteria and weighting listed in this section. After the Committee has completed its evaluation and a ranking is established,the Authority may begin negotiations with the highest ranked firm.However,if the committee desires,they may requestadditionalinformationforthepurposeofclarification(Section 2.20),or develop a list of proposals reasonably susceptible for award,or request best and final offers (Section 2.21).Re-evaluation of proposals after discussions will be conducted by the same Evaluation Committee using the same criteria and weights laid out in this section. In accordance with AS 36.30.240,vendors reasonably susceptible of being selected for award will be accorded fair and equal treatment with respect to any opportunity for discussion and revision of proposals. Understanding of the Services 5% Technical Plan /Approach 20% Project Management,Experience,and Qualifications 35% Cost 40% Total 100% 7.2 Understanding of the Services Requested-5 Percent Proposals will be evaluated against the questions set out below: How well has the Offeror demonstrated a thorough understanding of the requirements of the services requested?How well has the Offeror identified pertinent issues and potential problems related to the services? 7.3 Technical Plan /Approach -20 Percent Proposals will be evaluated against the questions set out below: Overall,to what extent does the Offeror's proposed methodology depict a logical approach to fulfilling the requirements of the RFP? (a)Technical Plan Methodology:To what extent does the Offeror demonstrate that its methodology can meet the needs of AEA? RFP 16106 DOA 2016-0800-3410 -20- (b)Work Plan:Has Ofc.or developed a similar handbook that cculd be tailored to fit AEA's requirements?Are there any cost-savings to be realized? (c)To what extent has the Offeror identified their ability to provide the work in an efficient and effective manner? 7.4 Project Management,Experience,and Qualifications -35 Percent To what extent does the Offeror's summary of the firm and project management plan demonstrate its ability to perform the services described in this RFP? Does the proposed personnel have prior experience on similar projects?Does the proposed personnel have experience in producing similar handbooks? How experienced and knowledgeable are the Offeror's personnel with Biomass Greenhouses? To what extent does the Offeror's staffing level appear sufficient to accommodate the services requested by the Authority?Do the resumes demonstrate desirable backgrounds and experience that would meet the needs of AEA? 7.5 Contract Cost -40 Percent Overall,a minimum of 40%of the total evaluation points will be assigned to cost.Complete Attachment D and return in the proposal response. The distribution of points based on cost will be determined as follows,per AS 36.30.040,.210,.250, and 2 AAC 12.260(d).The lowest priced proposal receives the maximum number of points allocated to price for each cost category evaluated.Other allocations are determined by this formula: (Price of Lowest Cost Proposal)x (Maximum Points for Cost)=Points awarded for cost Price of Each Higher Cost Proposal. All other rates provided will be used as basis for future negotiations. 7.7 Vendor Selection Upon completion of the evaluations,the Procurement Officer will review the evaluation process to assure procedures were followed in accordance with this RFP and existing state of Alaska statutes and regulations.This process may include reviewing score sheets,proposals,discussions or any other materials presented to the Evaluation Committee.The Procurement Officer may recommendthatproposalsbereevaluatedpriortobeginningnegotiationsifthereisreasontosuspectanerror was committed during the evaluation process. The final decision of the Evaluation Committee will be documented in writing and made a part of thecontractfile.The Evaluation Committee will recommend for negotiations to the Procurement Officer the Contractor whose proposal best meets the requirements of the project based on the criteria outlined in this RFP. The top ranked Offeror will be required to provide the following information during contract negotiations and before award of the contract. °Alaska Business Licenses as may be required by the Department of Commerce,Community, and Economic Development for any subcontractors. e Certificate of Insurance °Debarment Certificate required for all contracts °Additional information that may be needed for clarification of the Contractor's proposal. RFP 16106 DOA 2016-0800-3410 -21- } t STANDARD AGREEMENT FORM FOR PROFESSIONAL SERVICES 7 2.ASPS Number 2016-0800- 1.Agency Contract Number 16106 -SAMPLE 3.Financial Coding 4.Agency Assigned Encumbrance 5.Vendor Number 6.Project/Case Number 7.Alaska Business License Number This contract is between the State of Alaska, 8.Department of Division Alaska Energy Authority Hereafter the State, 9.Contractor Hereafter The Contractor Mailing Address Street or P.O.Box City State ZIP+4 10. ARTICLE 1.Appendices:Appendices referred to in this contract and attached to it are considered part of it. ARTICLE2.Performance of Service: 2.1 Appendix A (General Provisions),Articles 1 through 14,governs the performance of services under this contract.2.2 Appendix B sets forth the liability and insurance provisions of this contract.2.3 Appendix C sets forth the services to be performed by the contractor. ARTICLE 3.Period of Performance:The period of performance for this contract begins ,and Ends ARTICLE4.Considerations: 4.1 In full consideration of the contractor's performance under this contract,the State shall pay the contractor a sum not to exceed in accordance with the provisions of Appendix D. 4.2 When billing the State,the contractor shall refer to the Authority Number or the Agency Contract Number and send the billing to: 11.Department of Attention:Division of Mailing Address Attention: 12.CONTRACTOR Name of Firm 14.CERTIFICATION:|certify that the facts herein and on supportingdocumentsarecorrect,that this voucher constitutes a legal chargeagainstfundsandappropriationscited,that sufficient funds are encumbered to pay this obligation,or that there is a sufficientSignatureofAuthorizedRepresentativeDatebalanceintheappropriationcitedtocoverthisobligation.1 am aware that to knowingly make or allow false entries or alternations on a public record,or knowingly destroy,mutilate,suppress, Typed or Printed Name of Authorized Representative conceal,remove or otherwise impair the verity,legibility oravailabilityofapublicrecordconstitutestamperingwithpublic records punishable under AS 11.56.815-.820.Other disciplinaryTitleactionmaybetakenuptoandincludingdismissal. 13.CONTRACTING AGENCY Signature of Head of Contracting Agency or Date Designee Department/Division Date Signature of Project Director Typed or Printed Name Typed or Printed Name of Project Director Title NOTICE:This contract has no effect until signed by the head of contracting agency or designee. RFP 16106 DOA 2016-0800-3410 -22- APPENDIX A GENERAL PROVISIONS Article 1.Definitions. 1.1 1.2 In this contract and appendices,"Project Director"or "Agency Head"or "Procurement Officer”means the person who signs this contract on behalf of the Requesting Agency and includes a successor or authorized representative. "State Contracting Agency"means the Authority for which this contract is to be performed and for which the Commissioner or Authorized Designee acted in signing this contract. Article 2.Inspection and Reports. 2.1 2.2 The Authority may inspect,in the manner and at reasonable times it considers appropriate,all the contractor's facilities and activities under this contract. The contractor shall make progress and other reports in the manner and at the times the department reasonably requires. Article 3.Disputes. 3.1 Any dispute concerning a question of fact arising under this contract,which is not disposed of by mutual agreement,shall be decided in accordance with AS 36.30.620-632.. Article 4.Equal Employment Opportunity. 4.1 4.2 4.3 4.4 The contractor may not discriminate against any employee or applicant for employment because of race,religion,color,national origin,or because of age, disability,sex,marital status,changes in marital status,pregnancy or parenthood when the reasonable demands of the position(s)do not require distinction on the basis of age,disability,sex,marital status,changes in marital status,pregnancy,or parenthood.The contractor shall take affirmative action to insure that the applicants are considered for employment and that employees are treated during employment without unlawful regard to their race,color,religion,national origin,ancestry,disability, age,sex,marital status,changes in marital status,pregnancy or parenthood.This action must include,but need not be limited to,the following:employment,upgrading, demotion,transfer,recruitment or recruitment advertising,layoff or termination,rates of pay or other forms of compensation,and selection for training including apprenticeship.The contractor shall post in conspicuous places,available to employees and applicants for employment,notices setting out the provisions of this paragraph. The contractor shall state,in all solicitations or advertisements for employees to work on state of Alaska contract jobs,that it is an equal opportunity employer and that all qualified applicants will receive consideration for employment without regard to race, religion,color,national origin,age,disability,sex,and marital status,changes in marital status,pregnancy or parenthood. The contractor shall send to each labor union or representative of workers with which the contractor has a collective bargaining agreement or other contract or understanding a notice advising the labor union or workers'compensation representative of the contractor's commitments under this article and post copies of the notice in conspicuous places available to all employees and applicants for employment. The contractor shall include the provisions of this article in every contract,and shall require the inclusion of these provisions in every contract entered into by any of its subcontractors,so that those provisions will be binding upon each subcontractor.For the purpose of including those provisions in any contract or subcontract,as required by RFP 16106 DOA 2016-0800-3410 -23- this contract,contractor"and "subcontractor"may be changed to reflect appropriately the name or designation of the parties of the contract or subcontract. 4.5 The contractor shall cooperate fully with state efforts which seek to deal with the problem of unlawful discrimination,and with all other state efforts to guarantee fair employment practices under this contract,and promptly comply with all requests and directions from the state Commission for Human Rights or any of its officers or agents relating to prevention of discriminatory employment practices. 4.6 Full cooperation in paragraph 4.5 includes,but is not limited to,being a witness in any proceeding involving questions of unlawful discrimination if that is requested by any official or agency of the state of Alaska;permitting employees of the contractor to be witnesses or complainants in any proceeding involving questions of unlawful discrimination,if that is requested by any official or agency of the state of Alaska; participating in meetings;submitting periodic reports on the equal employment aspects of present and future employment;assisting inspection of the contractor's facilities; and promptly complying with all state directives considered essential by any office or agency of the state of Alaska to insure compliance with all federal and state laws, regulations,and policies pertaining to the prevention of discriminatory employment practices. 4.7 Failure to perform under this article constitutes a material breach of the contract. Article 5.Termination. The Project Director,by written notice,may terminate this contract,in whole or in part,when it is in the best interest of the state.The state is liable only for payment in accordance with the payment provisions of this contract for services rendered before the effective date of termination. Article 6.No Assignment or Delegation. The contractor may not assign or delegate this contract,or any part of it,or any right to any of the money to be paid under it,except with the written consent of the Project Director and the Agency Head. Article 7.No Additional Work or Material. No claim for additional services,not specifically provided in this contract,performed or furnished by the contractor,will be allowed,nor may the contractor do any work or furnish any material not covered by the contract unless the work or material is ordered in writing by the Project Director and approved by the Agency Head. Article 8.Independent Contractor. The contractor and any agents and employees of the contractor act in an independent capacity and are not officers or employees or agents of the state in the performance of this contract. Article 9.Payment of Taxes. As a condition of performance of this contract,the contractor shall pay all federal,State,and local taxes incurred by the contractor and shall require their payment by any Subcontractor or any other persons in the performance of this contract.Satisfactory performance of this paragraph is a condition precedent to payment by the state under this contract. Article 10.Ownership of Documents. All designs,drawings,specifications,notes,artwork,and other work developed in the performance of this agreement are produced for hire and remain the sole property of the state of Alaska and may be used by the state for any other purpose without additional compensation to the contractor.The contractor agrees not to assert any rights and not to establish any claim under the design patent or copyright laws.The contractor,for a period of three years after final payment under this contract, agrees to furnish and provide access to all retained materials at the request of the Project Director. RFP 16106 DOA 2016-0800-3410 -24- Unless otherwise directec y the Project Director,the contract.'may retain copies of all the materials. Article 11.Governing Law. This contract is governed by the laws of the state of Alaska.All actions concerning this contract shall be brought in the Superior Court of the state of Alaska. Article 12.Conflicting Provisions. Unless specifically amended and approved by the department of Law the General Provisions of this contract supersede any provisions in other appendices. Article 13.Officials Not to Benefit. Contractor must comply with all applicable federal or state laws regulating ethical conduct of public officers and employees. Article 14.Covenant Against Contingent Fees. The contractor warrants that no person or agency has been employed or retained to solicit or secure this contract upon an agreement or understanding for a commission,percentage,brokerage or contingent fee except employees or agencies maintained by the contractor for the purpose of securing business.For the breach or violation of this warranty,the state my terminate this contract without liability or in its discretion deduct from the contract price or consideration the full amount of the commission,percentage,brokerage or contingent fee. RFP 16106 DOA 2016-0800-3410 -25- Attachment B Insurance Appendix B_INDEMNIFICATION &INSURANCE Article 1.Indemnification The Contractor shall indemnify,defend,and hold harmless the Authority from and against any claim of,or liability for,negligent acts,errors,and omissions of the Contractor under this contract.The Contractor shall not be required to indemnify,defend,or hold harmless the Authority for a claim of,or liability for,the independent negligent acts,errors,and omissions of the Authority.If there is a claim of,or liability for,a joint negligent act,error or omission of the Contractor and Authority,the indemnification,defense and hold harmless obligation of this provision shall be apportioned on a comparative fault basis.In this provision, "Contractor”and "Authority”include the employees,agents and other contractors who are directly responsible,respectively,to each.In this provision,"independent negligent acts,errors,or omissions” means negligence other than in the Authority's selection,administration,monitoring,or controlling of the Contractor and in approving or accepting the Contractor's work. Article 2.Insurance Without limiting Contractor's indemnification obligation,Contractor shall purchase at its own expense and maintain in force at all times during the performance of services under this contract the following policies of insurance.Where specific limits are shown,it is understood that they shall be the minimum acceptable limits.If the Contractor's policy contains higher limits,the Authority shall be entitled to coverage to the extent of such higher limits.Certificates of Insurance must be furnished to the Procurement Officer prior to beginning work and must provide for a notice of cancellation,non-renewal,or material change of conditions in accordance with policy provisions.Failure to furnish satisfactory evidence of insurance or lapse of the policy is a material breach of this contract and shall be grounds for termination of the Contractor's services.For Contractor's services performed in Alaska,all insurance policies shall comply with,and be issued by insurers licensed to transact the business of insurance under AS 21. 2.1 Workers'Compensation Insurance:The Contractor shall provide and maintain,for all employees engaged in work under this contract,coverage as required by AS 23.30.045,and; where applicable,any other statutory obligations including but not limited to Federal U.S.L.&H. and Jones Act requirements.The policy must waive subrogation against the Authority and the State of Alaska 2.2 Commercial General Liability Insurance:covering all business premises and operations used by the Contractor in the performance of services under this contract with minimum coverage limits of $300,000 combined single limit per occurrence. 2.3 Commercial Automobile Liability Insurance:covering all vehicles used by the Contractor in the performance of services under this contract with minimum coverage limits of $300,000 combined single limit per occurrence. 2.4 Professional Liability Insurance:covering all errors,omissions or negligent acts in the performance of professional services under this contract.Limits required per the following schedule: Contract Amount Minimum Required Limits Under $100,000 $300,000 per Occurrence/Annual Aggregate $100,000-$499,999 $500,000 per Occurrence/Annual Aggregate $500,000-$999,999 $1,000,000 per Occurrence/Annual Aggregate $1,000,000 or over Refer to Risk Management (Revised 12-11) RFP 16106 DOA 2016-0800-3410 -26 - Attachment C.REQUIRED GC .TRACT PROVISIONS FOR FEDERAL-A.CONTRACTS [Revised November 26,2013] The following contract provisions shall apply,where applicable,to all work performed on the contract by the contractor's own organization and by subcontractors.As provided in this Section,the contractor shall insert in each subcontract all of the stipulations contained in these Required Contract Provisions and further require their inclusion in any lower tier subcontracts or purchase orders that may in turn be made.Incorporation by reference shall not be allowed.The prime contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with all applicable Required Contract Provisions. 1.DEBARMENT,SUSPENSION,INELIGIBILITY &VOLUNTARY EXCLUSION -49 CFR Part 29; Executive Order 12549 [Applicable to all Federal-aid contracts which exceed $25,000] Instructions for Certification: 1.The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into.If it is later determined that the prospective contractor and lower tier participants knowingly rendered an erroneous certification,in addition to other remedies available to the Federal Government,THE AUTHORITY may pursue available remedies,including suspension and/or debarment. 2.The prospective contractor and lower tier participants shall provide immediate written notice to THE AUTHORITY if at any time the prospective contractor and lower tier participants learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 3.The terms "covered transaction,”"debarred,”"suspended,""ineligible,""lower tier covered transaction,” "participant,”"persons,""lower tier covered transaction,""principal,""proposal,"and voluntarily excluded,"as used in this clause,have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order 12549 [49 CFR Part 29].You may contact THE AUTHORITY for assistance in obtaining a copy of those regulations. 4,The prospective contractor and lower tier participants agrees by submitting this proposal that,should the proposed covered transaction be entered into,it shall not knowingly enter into any lower tier covered transaction with a person who is debarred,suspended,declared ineligible,or voluntarily excluded from participation in this covered transaction,unless authorized in writing by THE AUTHORITY. 5.The prospective contractor and lower tier participants further agrees by submitting this proposal that it will include the clause titled "Certification Regarding Debarment,Suspension,Ineligibility and Voluntary Exclusion-Lower Tier Covered Transaction",without modification,in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 6.A participant in a covered transaction may rely upon a certification of a prospective participant in alowertiercoveredtransactionthatitisnotdebarred,suspended,ineligible,or voluntarily excluded from the covered transaction,unless it knows that the certification is erroneous.A participant may decide the method and frequency by which it determines the eligibility of its principals.Each participant may,but is not required to, check the Non-procurement List issued by U.S.General Service Administration. 7.Nothing contained in the foregoing shall be construed to require establishment of system of records in order to render in good faith the certification required by this clause.The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 8.Except for transactions authorized under Paragraph 5 of these instructions,if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended,debarred, ineligible,or voluntarily excluded from participation in this transaction,in addition to all remedies available to the Federal Government,THE AUTHORITY may pursue available remedies including suspension and/or debarment. 1.Certification Regarding Debarment,Suspension,Ineligibility and Voluntary Exclusion Lower Tier Covered Transaction RFP 16106 DOA 2016-0800-3410 -27- j ) (1)The prospective contrautor and lower tier participants certifies,by submission of this bid or proposal, that neither it nor its "principals"[as defined at 49 CFR §29.105(p)]is presently debarred,suspended,proposed for debarment,declared ineligible,or voluntarily excluded from participation in this transaction by any Federal department or agency. (2)When the prospective contractor and lower tier participants is unable to certify to the statements in this certification,such prospective participant shall attach an explanation to this proposal. The Contractor,certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure,if any.In addition,the Contractor understands and agrees that the provisions of,49 CFR §29 apply to this certification and disclosure,if any. Signature of Contractor's Authorized Official: Name and Title of Contractor's Authorized Official: Date: 2.CERTIFICATION REGARDING USE OF CONTRACT FUNDS FOR LOBBYING -31 USC §1352,49 CFR Parts 19,20 [Applicable to all Federal-aid contracts and to all related subcontracts which exceed $100,000] A bidder must submit to THE AUTHORITY the below certification with its bid response for any federally funded contract that exceeds $100,000.Bids that are not accompanied by a completed certification may be rejected as nonresponsive. 1.The undersigned Contractor certifies,to the best of his or her knowledge and belief,that: a.No Federal appropriated funds have been paid or will be paid,by or on behalf of the undersigned,to any person for influencing or attempting to influence an officer or employee of any Federal agency,a Member of Congress,an officer or employee of Congress,or an employee of a Member of Congress in connection with the awarding of any Federal contract,the making of any Federal grant,the making of any Federal loan,the entering into of any cooperative agreement,and the extension,continuation,renewal,amendment,or modification of any Federal contract,grant,loan,or cooperative agreement. b.If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency,a Member of Congress,an officer or employee of Congress,or an employee of a Member of Congress in connection with this Federal contract,grant,loan,or cooperative agreement,the undersigned shall complete and submit Standard Form- LLL,"Disclosure Form to Report Lobbying,”in accordance with its instructions. 2.The undersigned also agrees that he or she shall require that the language of this certification be included in all lower tier subcontracts,which exceed $100,000 and that all such recipients shall certify and disclose accordingly. 3.This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into.Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31 USC 1352 (as amended by the Lobbying Disclosure Act of 1995).Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The Contractor,certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure,if any.In addition,the Contractor understands and agrees that the provisions of 31 USC 3801,ef seq.,apply to this certification and disclosure,if any. Signature of Contractor's Authorized Official: Name and Title of Contractor's Authorized Official:Date: 3.CONTRACT WORK HOURS AND SAFETY STANDARDS ACT -40 USC 3701 et seq.;29 CFR Part 5;29 CFR §1926 [Applicable to all Federal-aid construction in excess of $100,000 and all non-construction contracts which employ mechanics and laborers on a public work in excess of $100,000] RFP 16106 DOA 2016-0800-3410 -28 - }! A.Overtime (Applicable to construction and non-construction contracts) (1)Overtime requirements -No contractor or subcontractor contracting for any part of the contract work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of forty hours in such workweek unless such laborer or mechanic receives compensation at a rate not less than one and one- half times the basic rate of pay for all hours worked in excess of forty hours in such workweek. (2)Violation;liability for unpaid wages;liquidated damages -In the event of any violation of the clause set forth in paragraph (1)of this section the contractor and any subcontractor responsible therefore shail be liable for the unpaid wages.In addition,such contractor and subcontractor shall be liable to the United States for liquidated damages.Such liquidated damages shall be computed with respect to each individual laborer or mechanic,including watchmen and guards,employed in violation of the clause set forth in paragraph (1)of this section,in the sum of $10 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of forty hours without payment of the overtime wages required by the clause set forth in paragraph (1)of this section. (3)Withholding for unpaid wages and liquidated damages -THE AUTHORITY shall upon its own action or upon written request of an authorized representative of the Department of Labor withhold or cause to be withheld,from any moneys payable on account of work performed by the contractor or subcontractor under any such contract or any other Federal contract with the same prime contractor,or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards Act,which is held by the same prime contractor,such sums as:may be determined to be necessary to satisfy any liabilities of such contractor or subcontractor for unpaid wages and liquidated damages as provided in the clause set forth in paragraph (2)of this section. (4)Subcontracts -The contractor or subcontractor shall insert in any subcontracts the clauses set forth in this section and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts.The prime contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with the clauses set forth in this section. (5)Payrolls and basic records -(i)Payrolls and basic records relating thereto shall be maintained by the contractor during the course of the work and preserved for a period of three years thereafter for all laborers and mechanics working at the site of the work.Such records shall contain the name,address,and social security number of each such worker,his or her correct classification,hourly rates of wages paid (including rates of contributions or costs anticipated for bona fide fringe benefits or cash equivalents thereof of the types described in section 1(b)(2)(B)of the Davis-Bacon Act),daily and weekly number of hours worked,deductions made and actual wages paid.Whenever the Secretary of Labor has found under 29 CFR 5.5(a)(1)(iv)that the wages of any laborer or mechanic include the amount of any costs reasonably anticipated in providing benefits under a plan or program described in section 1(b)(2)(B)of the Davis-Bacon Act,the contractor shall maintain records which show that the commitment to provide such benefits is enforceable,that the plan or program is financially responsible,and that the plan or program has been communicated in writing to the laborers or mechanics affected,and records which show the costs anticipated or the actual cost incurred in providing such benefits. Contractors employing apprentices or trainees under approved programs shail maintain written evidence of the registration of apprenticeship programs and certification of trainee programs,the registration of the apprentices and trainees,and the ratios and wage rates prescribed in the applicable programs. B.Contract Work Hours and Safety Standards Act (Applicable to construction contracts only)(i)The Contractor agrees to comply with section 107 of the Contract Work Hours and Safety Standards Act,40 USC § 333,and applicable DOL regulations,"Safety and Health Regulations for Construction"29 CFR Part 1926. Among other things,the Contractor agrees that it will not require any laborer or mechanic to work in unsanitary, hazardous,or dangerous surroundings or working conditions. (it)Subcontracts -The Contractor also agrees to include the requirements of this section in each subcontract.The term "subcontract"under this section is considered to refer to a person who agrees to perform any part of the labor or material requirements of a contract for construction,alteration or repair.A person who undertakes to perform a portion of a contract involving the furnishing of supplies or materials will be considered a "subcontractor"under this section if the work in question involves the performance of construction work and is to be performed:(1)directly on or near the construction site,or (2)by the employer for the specific project on a customized basis.Thus,a supplier of materials which will become an integral part of the construction is a "subcontractor"if the supplier fabricates or assembles the goods or materials in question specifically for the construction project and the work involved may be said to be construction activity.If the goods or materials in RFP 16106 DOA 2016-0800-3410 -29 - question are ordinarily sold to u..ier customers from regular inventory,the s_yplier is not a "subcontractor."The requirements of this section do not apply to contracts or subcontracts for the purchase of supplies or materials or articles normally available on the open market. 4.CLEAN WATER REQUIREMENTS -33 USC 1251 [Applicable to all Federal-aid contracts which exceed $100,000] Clean Water -(1)The Contractor agrees to comply with all applicable standards,orders or regulations issued pursuant to the Federal Water Pollution Control Act,as amended,33 USC 1251 et seq.The Contractor agrees to report each violation to THE AUTHORITY and understands and agrees that THE AUTHORITY will,in turn, report each violation as required to assure notification to the Federal grantor agency and the appropriate EPA Regional Office.(2)The Contractor also agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with Federal funds. 5.CLEAN AIR REQUIREMENTS -42 USC 7401 et seq.,40 CFR 15.61 &49 CFR Part 18 [Applicable to all Federal-aid contracts which exceed $100,000] Clean Air -(1)The Contractor agrees to comply with all applicable standards,orders or regulations issued pursuant to the Clean Air Act,as amended,42 USC 7401 et seq.The Contractor agrees to report each violation to THE AUTHORITY and understands and agrees that THE AUTHORITY will,in turn,report each violation as required to assure notification to the Federal grantor agency and the appropriate EPA Regional Office.(2)The Contractor also agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with Federal funds. 6.ACCESS TO RECORDS AND REPORTS-49 CFR 18.36 [Applicable to all Federal-aid contracts] Access to Records -The following access to records requirements apply to this Contract: 1.Contractor agrees to provide THE AUTHORITY,the Federal grantor agency,the Comptroller General, or any of their duly authorized representatives access to the Contractor's books,documents,papers and records which are directly pertinent to this contract for the purpose of making audit,examination,excerpts and transcriptions. 2.Contractor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed. 3.Contractor agrees to maintain all books,records,accounts and reports required under this contract for a period of not less than three years after the date of termination or expiration of this contract,except in the event of litigation or settlement of claims arising from the performance of this contract,in which case Contractor agrees to maintain the same untii THE AUTHORITY,the Federal grantor agency,the Comptroller General,or any of their duly authorized representatives,have disposed of all such litigation,appeals,claims or exceptions related thereto. 7.FEDERAL CHANGES -49 CFR Part 18 [Applicable to all Federal-aid contracts] Federal Changes -Contractor shall at all times comply with all applicable Federal regulations,policies, procedures and directives,including without limitation those listed directly or by reference in the Agreement between THE AUTHORITY and the Federal grantor agency,as they may be amended or promulgated from time to time during the term of this contract.Contractor's failure to so comply shall constitute a material breach of this contract. 8.NO GOVERNMENT OBLIGATION TO THIRD PARTIES [Applicable to ail Federal-aid contracts] (1)THE AUTHORITY and Contractor acknowledge and agree that,notwithstanding any concurrence by the Federal Government in or approval of the solicitation or award of the underlying contract,absent the express written consent by the Federal Government,the Federal Government is not a party to this contract and shall not be subject to any obligations or liabilities to THE AUTHORITY,Contractor,or any other party (whether or not a party to that contract)pertaining to any matter resulting from the underlying contract. RFP 16106 DOA 2016-0800-3410 -30- i,}(2)The Contractor agrees .v include the above clause in each subconu uct financed in whole or in part with Federal assistance.it is further agreed that the clause shall not be modified,except to identify the subcontractor who will be subject to its provisions. 9.PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS AND RELATED ACTS -31 USC 3801 et seq.;49 CFR Part 31;18 USC 1001 [Applicable to all Federal-aid contracts] (1)The Contractor acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986,as amended,31 USC §3801 et seq.and U.S.DOT regulations,"Program Fraud Civil Remedies,"49 CFR Part 31, apply to its actions pertaining to this Project.Upon execution of the underlying contract,the Contractor certifies or affirms the truthfulness and accuracy of any statement it has made,it makes,it may make,or causes to be made,pertaining to the underlying contract or the Federally assisted project for which this contract work is being performed.In addition to other penalties that may be applicable,the Contractor further acknowledges thatifitmakes,or causes to be made,a false,fictitious,or fraudulent claim,statement,submission,or certification, the Federal Government reserves the right to impose the penalties of the Program Fraud Civil Remedies Act of 1986 on the Contractor to the extent the Federal Government deems appropriate. (2)The Contractor also acknowledges that if it makes,or causes to be made,a false,fictitious,orfraudulentclaim,statement,submission,or certification to the Federal Government under a contract connected with a project that is financed in whole or in part with Federal assistance,the Government reserves the right to impose the penalties of 18 USC §1001 on the Contractor,to the extent the Federal Government deems appropriate. (3)The Contractor agrees to include the above two clauses in each subcontract financed in whole or in part with Federal assistance.It is further agreed that the clauses shall not be modified,except to identify the subcontractor who will be subject to the provisions. 10 ENERGY CONSERVATION REQUIREMENTS -42 USC 6321 et seq.&49 CFR Part 18 [Applicable to all Federal-aid contracts] Energy Conservation -The Contractor agrees to comply with mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. 11.CIVIL RIGHTS REQUIREMENTS -29 USC §623,42 USC §2000,42 USC §6102,42 USC §12112,42 USC §12132,29 CFR Part 1630,&41 CFR Parts 60 et seq.[Applicable to all Federal-aid contracts] Civil Rights -The following requirements apply to the underlying contract: 1.Nondiscrimination -In accordance with Title VI of the Civil Rights Act,as amended,42 USC §2000d, section 303 of the Age Discrimination Act of 1975,as amended,42 USC §6102,and section 202 of the Americans with Disabilities Act of 1990,42 USC §12132,the Contractor agrees that it will not discriminate against any employee or applicant for employment because of race,color,creed,national origin,sex,age,or disability.In addition,the Contractor agrees to comply with applicable Federal implementing regulations and other implementing requirements the Federal grantor agency may issue. 2.Equal Employment Opportunity -The following equal employment opportunity requirements apply to the underlying contract: (a)Race,Color,Creed,National Origin,Sex -In accordance with Title VII of the Civil Rights Act,asamended,and 42 USC §2000e,the Contractor agrees to comply with all applicable equal employment opportunity requirements of U.S.Department of Labor (U.S.DOL)regulations,"Office of Federal Contract Compliance Programs,Equal Employment Opportunity,Department of Labor,"41 CFR Parts 60 et seq.,(which implement Executive Order No.11246,"Equal Employment Opportunity,"as amended by Executive Order No. 11375,"Amending Executive Order 11246 Relating to Equal Employment Opportunity,"42 USC §2000e note), and with any applicable Federal statutes,executive orders,regulations,and Federal policies that may in the future affect construction activities undertaken in the course of the Project.The Contractor agrees to take affirmative action to ensure that applicants are employed,and that employees are treated during employment, without regard to their race,color,creed,national origin,sex,or age.Such action shall include,but not be limited to,the following:employment,upgrading,demotion or transfer,recruitment or recruitment advertising, layoff or termination;rates of pay or other forms of compensation;and selection for training,including apprenticeship.In addition,the Contractor agrees to comply with any implementing requirements the Federal grantor agency may issue. RFP 16106 DOA 2016-0800-3410 -31- (b)Age -In accordance with section 4 of the Age Discrimination in Employment Act of 1967,as amended, and 29 USC §623,the Contractor agrees to refrain from discrimination against present and prospective employees for reason of age.In addition,the Contractor agrees to comply with any implementing requirements the Federal grantor agency may issue. (c)Disabilities -In accordance with section 102 of the Americans with Disabilities Act,as amended,42 USC §12112,the Contractor agrees that it will comply with the requirements of U.S.Equal Employment Opportunity Commission,"Regulations to Implement the Equal Employment Provisions of the Americans with Disabilities Act,"29 CFR Part 1630,pertaining to employment of persons with disabilities.In addition,the Contractor agrees to comply with any implementing requirements the Federal grantor agency may issue. 3.The Contractor also agrees to include these requirements in each subcontract financed in whole or in part with Federal assistance,modified only if necessary to identify the affected parties. 12.BREACHES AND DISPUTE RESOLUTION -49 CFR Part 18 [Applicable to all Federal-aid contracts in excess of $100,000] Disputes -Disputes arising in the performance of this Contract which are not resolved by agreement of the parties shall be decided in accordance with THE AUTHORITY's Procurement Rules. Performance During Dispute -Unless otherwise directed by THE AUTHORITY,Contractor shall continue performance under this contract while matters in dispute are being resolved. Notification -In addition to the notice requirements set out elsewhere in this contract,if the contractor becomes aware of any act or occurrence which may form the basis of a claim by the contractor for additional compensation or an extension of time for performance,or if any dispute arises regarding a question of fact or interpretation of the contract,the contractor shall immediately inform the Project Manager.If the matter cannot be resolved by agreement within 7 days,the contractor shall,within the next 14 days,submit an Intent to Claim in writing to the Project Manager.The claim,if not resolved,shall be presented to the Project Manager,in writing,within 60 days following receipt of the Intent to Claim.Receipt of the claim will be acknowledged in writing by the Project Manager.The Contractor agrees that unless these written notices are provided,the contractor will have no entitlement to additional time or compensation for such act,event or condition. Presenting Claim -A claim shall be submitted in accordance with THE AUTHORITY Procurement Rule 1800.12 and shall specifically include the following: 1.The act,event or condition giving rise to the claim. 2.The contract provisions which apply to the claim and under which relief is provided. 3.The item or items of contract work affected and how they are affected. 4.The specific relief requested,including additional contract time if applicable,and the basis upon which it was calculated. Claim Validity,Additional Information,&Project Manager's Actions -The claim,in order to be valid,must not only show that the contractor suffered damages or delay but that those conditions were actually a result of the act,event or condition complained of and that the contract provides entitlement to relief to the contractor for such act,event,or condition.The Project Manager reserves the right to make written request to the contractor at any time for additional information which the contractor may possess relative to the claim.The contractor agrees to provide the Project Manager such additional information within 30 days of receipt of such a request. Failure to furnish such additional information may be regarded as a waiver of the claim.The claim,if not resolved by agreement within 60 days of its receipt,will automatically be forwarded to the Manager of Purchasing &Materials for formal written decision. Decision on Claim -The contractor will be furnished the Manager of Purchasing &Materials'decision within the next 90 days,unless additional information is requested by the THE AUTHORITY.The Manager of Purchasing &Materials'decision is final and conclusive unless fraudulent as to the Claim. Notice of Appeal -Within 14 days of receipt of the Manager of Purchasing &Materials'decision,the contractor may deliver a Notice of Appeal to THE AUTHORITY in accordance with THE AUTHORITY Procurement Rule 1800.13 and request a hearing.The Notice of Appeal shall include specific exceptions to the Manager of -Purchasing &Materials'decision,including specific provisions of the contract,which the contractor intends to _rely upon in the appeal.General assertions that the Manager of Purchasing &Materials'decision is contrary to law or to fact are not sufficient. RFP 16106 DOA 2016-0800-3410 -32- }i Decision on Appeal -The decision of the THE AUTHORITY on appeal will be rendered within 90 days after the conclusion of a hearing conducted under THE AUTHORITY Procurement Rule 1800.15 or the date of receipt of the Notice of Appeal,whichever is later.The time limits given above may be extended by mutual consent.The decision of THE AUTHORITY on appeal shall be final and conclusive unless the Contractor appeals to the superior court in accordance with THE AUTHORITY Procurement Rule 1800.18. 13.NONSEGREGATED FACILITIES [Applicable to all Federal-aid construction contracts and to all related subcontracts of $10,000 or more] 1.By submission of this bid,the execution of this contract or subcontract,or the consummation of this material supply agreement or purchase order,as appropriate,the bidder,Federal-aid construction contractor, subcontractor,material supplier,or vendor,as appropriate,certifies that the firm does not maintain or provide for its employees any segregated facilities at any of its establishments,and that the firm does not permit its employees to perform their services at any location,under its control,where segregated facilities are maintained.The firm agrees that a breach of this certification is a violation of the EEO Provisions of this contract.The firm further certifies that no employee will be denied access to adequate facilities on the basis of sex or disability. 2.As used in this certification,the term "segregated facilities'means any waiting rooms,work areas, restrooms and washrooms,restaurants and other eating areas,timeclocks,locker rooms and other storage or dressing areas,parking lots,drinking fountains,recreation or entertainment areas,transportation,and housing facilities provided for employees which are segregated by explicit directive,or are,in fact,segregated on the basis of race,color,religion,or national origin,age or disability,because of habit,local custom,or otherwise. The only exception wil!be for the disabled when the demands for accessibility override (e.g.disabled parking). 3.The contractor agrees that it has obtained or will obtain identical certification from proposed subcontractors or material suppliers prior to the award of subcontracts or consummation of material supply agreements of $10,000 or more and that it will retain such certifications in its files. 14.NATIONAL HISTORIC PRESERVATION ACT REQUIREMENTS -16 USC §470 et seq.[Applicable toallFederal-Aid contracts] In the performance of this contract,neither Contractor nor its subcontractors shall take any action (which term includes but is not limited to the seeking of any required federal license or permit,and the extraction of material or natural resources from any source whatsoever)that may affect a district,site,building,structure or object that is included in or eligible for inclusion in the National Register of Historic Places without prior notice to THE AUTHORITY and compliance with the requirements of the National Historic Preservation Act of 1966,16 USC § 470 et seq.Contractor is advised that both historic and cultural sites may be eligible for inclusion on the National Register. 15.FLY AMERICA REQUIREMENT -49 USC §40118;41 CFR §301-3.61(b)&301-10.131 et seq. [Applicable to all Federal-aid contracts which may involve the international air transportation of equipment, materials,commodities,products or personnel] The Contractor agrees to comply with 49 U.S.C.40118 (the "Fly America”Act)in accordance with the General Services Administration's regulations at 41 CFR Part 301-10,which provide that recipients and sub recipients of Federal funds and their contractors are required to use U.S.Flag air carriers for U.S Government-financed international air travel and transportation of their personal effects or property,to the extent such service is available,unless travel by foreign air carrier is a matter of necessity,as defined by the Fly America Act.The Contractor shall submit,if a foreign air carrier was used,an appropriate certification or memorandum adequately explaining why service by a U.S.flag air carrier was not available or why it was necessary to use a foreign air carrier and shall,in any event,provide a certificate of compliance with the Fly America requirements. The Contractor agrees to include the requirements of this section in all subcontracts that may involve international air transportation. 16.RECYCLED PRODUCTS -42 USC §6962;40 CFR PART 247 [Applicable to all Federal-aid contracts for items designated by the EPA,for the purchase of $10,000 or more of one of these items during the fiscal year] The contractor agrees to comply with all the requirements of Section 6002 of the Resource Conservation and Recovery Act (RCRA),as amended (42 USC 6962),including but not limited to the regulatory provisions of 40 CFR Part 247,and Executive Order 12873,as they apply to the procurement of the items designated in Subpart RFP 16106 DOA 2016-0800-3410 -33- j ;. B of 40 CFR Part 247.The contractor agrees to include this requirement in ail subcontracts issued pursuant to this contract when the subcontract may involve the purchase of said items. 17.INCORPORATION OF FEDERAL TRANSIT ADMINISTRATION TERMS -FTA Circular 4220.1F [Applicable to all FTA funded contracts] The provisions herein include,in part,certain Standard Terms and Conditions required by USDOT,whether or not expressly set forth in the contract provisions.All contractual provisions required by USDOT,as set forth in FTA Circular 4220.1F are incorporated by reference.Anything to the contrary herein notwithstanding,all FTA mandated terms shall be deemed to control in the event of a conflict with other provisions contained in this agreement.The contractor shall not perform any act,fail to perform any act,or refuse to comply with any THE AUTHORITY requests which would cause THE AUTHORITY to be in violation of the FTA terms and conditions. RFP 16106 DOA 2016-0800-3410 -34- Attachment D Cost COST ESTIMATE PER TASK FIRM:|PROJECT TITLE:Biomass Fueled Greenhouse Handbook TASK NO:Project TASK DESCRIPTION:Develop a Printable Handbook to be used as Manual Per RFP 16106 |DATE: GROUP:METHOD OF PAYMENT:FPL_|FPR_|T&i_|CPFF||PREPARED BY: SUB-LABOR HOURS PER JOB CLASSIFICATION TASK NO.|/SUB-TASK DESCRIPTION]Principal/Project Senior Staff Engineer Manager Manager Engineer TOTAL LABOR HOURS 0 0 0 0 0 0 0 0 0 0 0 *LABOR RATES ($/HR) LABOR COSTS ($)$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 - EXPENSES "STAC |COMMENTS:: TASK NO.ITEM(S)QUANTITY UNIT PRICE PRICE $0.00 f $0.00 f] $0.00 $0.00 $0.00 FL__.--------:. i $0.00 JFIRM''S TOTAL COST OF LABOR (or Fixed Price):$0 $0.00 {/F CPFF,TOTAL INDIRECT COST @ 0.00%$0 TOTAL EXPENSES:$0 [FIRM'S TOTAL EXPENSES $0 SUB-CONTRACTORS:Firm Initials and Price Per Task FIRM'S TOTAL COST (no Subcontracts or Fee)$0 FIRM: AMOUNT:TOTAL SUBCONTRACTOR PRICES:|$0 *Labor Rates shall be direct labor (base pay)only if Method of Payment is CPFF;otherwise,Labor Rates shall be total rates (i.e.base pay +benefits +overhead +profit.) estimate.tsk (April 2012)DOT/PF,Task Estimate Sheets Task 1 FINELLA A.M.PESCOTT PO BOX 111 WHITEHORSE,YT Y1IA 5X9,CANADA EMAIL fpescott(@gmailcom PHONE +1-867-634-5251 | May 17,2016 | RE:Request for Proposals 16106 /Biomass Fueled Greenhouse Handbook Enclosed is a proposal submission in response to the Request for Proposals (RFP)16106 to develop a Biomass Fueled Greenhouse Handbook.|have appreciated the opportunity to articulate to you and the Evaluation Committee my experience in developing Handbooks and other relevant experience and materials.On my part,the experience is met by a strong interest in developing accessible and practical Handbooks that can be used by communities,the public,schools,the forest sector and others.|hope to continue this dedication in the implementation of RFP 16106. Dear Ms Althea Clapp, As required in this Letter of Transmittal,|!can confirm that the proposal is valid for ninety (90)days from the closing date for receipt of proposals (May 25,2016). Yours Sincerely, Fico Finella Pescott Alaska Business Licence No.1037085 Physical address: 877 South Klondike Hwy, Whitehorse,YT Y1A-5Y9, Canada -TITLE PAGE - Proposal Submission for: || Biomass Fueled Greenhouse Handbook Request for Proposals No.16106 | DOA No.2016-0800-3410 Date of Proposal:May 20,2016 Table of Contents Page 1.Letter of Transmittal...cscessccssssesescersceseeserssscesserssenseserssesses 1 2.Title Page (Table of Contents)...cescssssesecessscesseesesseseressers 2 3.Understanding of the Project and Commitment................06 3 4.Project Approach and Work Plann...sessssssessestsesetesersrecsersens 4 o Handbooks:Valuable Tools...........csssccssercescssesssesesees 4 o Table 1.Project Timeline and Workplan................0 4 o Summary of Issue and Mitigation...esetseens 6 O COMMUNICATION...cece csecececeeesersceseesensorscsserseneeesseaes 7 O -FOTMARS......eeesessseseseetceecstiversssssensesenesstenseeseesoessessesense 7 O Supporting DOCUMENTATION...ce sccecssneecsesecseesone 7 5.Project Management,Experience and Qualifications...........8 O Project ManageMEe nt..........ccccssecscssscscssrenerseserssnreesenens 8 =Firm History and Ownership...........8 =Organizational Chart...seen 8 =Relevant Experience.........cccccsseeee 9 *Figure 1.Organizational chart depicting key roles of the Sole Proprietor...9 o Personnel Experience and Qualifications................11 ©RESUME.......ccecsccssesses cecreecescossescoessestensesscaesceesensenseeasens 12 ©REFEFENCES......cssssssssesceccscsecersseseessctsesestsnssssessensneseesenees 13 GB.Cost PropOSall.........sscsccccssscssseesesssseesseseressseeeessesessonssenesseetecseeees 14 O -TAVELc..essessssccsssceesesessccsssecoessescesseeceaesansaesseasenssssceseesenses 14 o Attachment D (enclosed) 3.Understanding of the Project and Commitment The scope of work for this project and desired product for a 'Community Sustainability Handbook:Best Practices for a Biomass-Heated Greenhouse'is clearly articulated in the RFP.In summary,|the Alaska Energy Authority (AEA)is seeking the development of a handbook that can be utilized by Alaskan communities to: -better understand biomass-heated greenhouses;| -plan and prepare for greenhouse and biomass system design,including selection of appropriate feedstock for respective communities; -understand how to manage and maintain greenhouses; -draw on broad and relevant school curriculum on biomass-heated greenhouses -understand various support and resources available in the development,funding and implementation of a community greenhouse project. The overarching objective is to provide another tool in the toolbox that fosters and supports communities that are healthy,resilient,sustainable and independent.Targeting schools for biomass- heated greenhouse installations is a logical choice,not least because they can: -contribute to food security and nutrition; -can demonstrate cost savings on heating bills; -can provide for employment and/or income opportunities for communities; -greenhouses allow for participation and empowerment opportunities for a community:students,teachers,parents and others. Finella Pescott is well-suited to undertake this project.The project matches Finella's skills and interest in sustainability,interest in biomass systems as a vehicle to sustainability and in greenhouses.The scale and development of the project is similar to the successful development of the Yukon Forestry Handbook and the timing of the project corresponds with availability very well.Finella has specific skill- sets and experience that would ensure project success.The section of this proposal titled 'Relevant Experience'provides detail on specific and relevant experience and skills. Section 1.2 Requirements Finella Pescott has over four years of relevant experience and therefore meets the minimum contractor requirements of section 1.2 of the RFP.In summary,this experience is: o Yukon Forestry Handbook Finella Pescott has over four years of experience in developing a similar handbook (Yukon Forestry Handbook)and in similar work.There are two periods of activity for the Yukon Forestry Handbook: -May to October 2010,and; -January to March 2013. o Work on adding new content and production of the Handbook was carried out from 2014-2015 while working for the Forest Management Branch.The Yukon Forestry Handbook was intended to be a multi-purpose publication for those wishing to gain a broader understanding of forestry in the Yukon.The targeted audience includes wood cutters,others in the forest sector,First Nations,other Yukon Government departments,industry high school students,college students and the general public. o Research,analysis and information synthesis Overall,the offeror has extensive experience in the thorough research of topics and synthesis of information and has regularly exercised these skills such as in the development of Standards and Guidelines (forest practices),ministerial briefings,the Handbook and on numerous other | projects (from May 2013 to May 2016). || Asummary of issues and mitigation can be found in the following section,as it is relevant to the project approach.It includes expectations of the AEA during the contracting period. Finella Pescott will be available for the duration of the project.Any absences would be communicated to the AEA project manager with as much notice as possible and would not impact project deliverables.No additional projects or contracts are planned for this period. 4.Project Approach and Work Plan Handbooks:Valuable Tools The following is a list of three selected elements that underline the importance of a Biomass-Fueled Greenhouse Handbook and the corresponding approach the contractor will take in Handbook development: i.Well-presented reference material can be an enduring and valuable tool in communities and important in informing communities on options,challenges and opportunities related to biomass-heated greenhouse installations in schools. ii.It is important to promote positive success stories in implementation of biomass-heated greenhouses,such as thosein Tok and Thorne Bay.An understanding of lessons learned from allrelevantinstallationsisvaluableinavoidingrepétitionofthesamemistakes. iii.While recognizing that written content is the most important component of the Handbook,in order to maximize the value and effectiveness of the Biomass-Fueled Greenhouse Handbook to communities,language and visual appeal are key factors.Plain and accessible language makes the content more widely and readily usable and visually appealing layout will maintain the reader's interest. Table 1.below displays project timelines and work items that are based on estimates,and suggestions from the offeror's experience and understanding of the scope of work.The deliverables largely reflect the sample Table of Contents provided in the RFP,however,it is anticipated that the Table of Contents would be revised in agreement with the contractor and the AEA project manager. Table 1.Project Timeline +Workplan Monthly Calendar |Key Dates Item :May.2016 May 25,2016 f | | ' ! June -July.2016 -August 1,2016 'August 1,2016 August.2016 "September 1, 2016 September.2016 :October 2,2016 October.2016 'November1,_ 2016 November.2016 November 17, 2016 November 22, 2016 December.2016 December 1, ;Proposal Submission received Available to respond to any clarification,questions or interviews Contract Start Date (estimated) Phonecall to project manager i | Review project timelines and priorities with the project manager Confirm draft Table of Contents Confirm handbook layout Begin technical research Monthly phonecall to project manager Discuss progress and incorporate any suggestions Continue technical research Monthly phonecall to project manager Discuss progress and incorporate any suggestions Continue technical research as needed Completed first draft of Chapters 1 and 2 Monthly phonecall to project manager :Completed first draft of Chapters 3,4,5 and 6 :Submit 60%completed draft Handbook for Committee -Review 'Committee approvals teleconference Incorporate any feedback and edits Completed second draft of Chapters 1-6 Monthly phonecall to project manager Incorporate any feedback and edits | January.2017 February.2017 March.2017 2016 |2017 -March 1,2017 Monthly phonecall to project manager :March 27,2017 |Submit Final Handbook (ready for print) Incorporate any feedback and edits .Completed first draft of Chapters 7,8,9,10 | Travel to Anchorage,Fairbanks and Ketchikan to present a ._material January 3,2017 Monthly phonecall to project manager Incorporate any feedback and edits |Completed second draft of Chapters 1-10 |Completed first draft of Chapters 11,12,13 ,February 1,Monthly phonecall to project manager*2017 | ; Incorporate any feedback and edits ° eel 17,Submit 95%completed draft Handbook _February 23,Committee approvals teleconference Incorporate any feedback and edits Incorporate any feedback and edits Make any final edits if required March 27 to 31 and submita further draft prior to March 31 March 31,2017 |Contract End Date .web Summary of Issues and Mitigation The offeror draws on experience in different methods of review of drafts in order to highlight the following potential issues and suggested mitigation. o Development of the First Draft Providing multiple reviewers,such as the steering committee,ample opportunity to review drafts will be an integral aspect of developing the product.The potential for delays in reviewing and providing feedback,and the possible delays in contractor inputting edits as aresult,is important to be aware of.Clear and regular communication between the contractor and project manager and the steering committee,will help to mitigate unnecessary delays.Dividing the draft into sections (suggested quarterly or chapter sections)for reviewers to examine,would also serve to mitigate potential delays as the contractor could then continue on with developing the next section of the Handbook without waiting for input of the previous section. ©Coordinating Different Feedback Receiving feedback on drafts from multiple reviewers can be done most efficiently byreviewingeachpageorsectionwithallreviewerspresentinameeting/teleconference (either internally or with the contractor present).The alternative approach of passing multiple sets of comments and edits to the contractor has the potential to be more complicated and time consuming if some edits received are conflicting.Reviewing material collectively as a group can result in consensus on particular content as members have an opportunity to discuss and resolve viewpoints.As appropriate, feedback can also be compiled and synthesized by the project manager and then conveyed to the contractor. The offeror expects that the AEA will be able to provide the following during the contracting period: o A project manager or key contact person that is reasonably available to coordinate both technical input from the AEA and steering committee in addition to administrative, logistical and accounting aspects of the contract. ©The project manager be able to play a role in conveying feedback to the contractor; o The project manager to be regular communication with the contractor as described below; o The project manager to articulate to the contractor on specific content requirements and format of the Handbook,including as they may evolve.The offeror is understanding that it is usual for these requirements to evolve to a certain degree during the course of Handbook development,particularly after review of drafts. Communication Contractor will be in regular communication with the project manager by email (and phone as needed). The contractor will be available to participate in monthly teleconferences in addition to other monthly teleconferences as required,such as meetings with the steering committee to review progress and make approvals.Updates on progress can be requested of the Contractor at any time during the contract period. Formats The Handbook will be made available in an eBook format such that the digital version will be accessible by multiple-reader technologies and hosted on AEA's website.A high quality digital PDF version can alsobeprovidedifhardcorintingisdesired.Original Adobe InDesign,image files and other projectmaterialwillalsobeSDBTSTaTthecloseoftheproject.This will allow for future edits and reprints as needed. Supporting Documentation The following items are relevant to the RFP as they demonstrate relevant skills. o Adigital copy of the Yukon Forestry Handbook can be downloaded from the Yukon Forest Management Branch homepage:www.forestry.gov.yk.ca.A hardcopyof this publication is enclosed with the proposal submission. o Examples of offeror's photography: https://bimblebox.smugmug.com/Old-Crow/n-k6MnFS https://bimblebox.smugmug.com/Greenhouses/n-WZ2FbG/ Please note that this photography is available for viewing to provide the project manager and the steering committee a sense of the photographic skills and services that can be utilized for the Handbook.It is not intended for further distribution . without permission from me offeror.| 5.Project Management,Experience and Qualifications Project Management | This section describes particulars relevant to the sole proprietorship,including its structure and experience applicable to the work requested in this RFP. Firm History and Ownership Finella Pescott's sole proprietorship began operating in May 2010 when commissioned to develop the Yukon Forestry Handbook by the Forest Management Branch of Yukon Government.There are two periods of activity for this work under contract: -May to October 2010,and; -January to March 2013. Work on adding new content and production of the Handbook was carried out from 2014-2015 while working for the Forest Management Branch. In addition,Finella Pescott has gained experience developing and printing the Yukon Forestry Handbook and in the development of other relevant materials during her employment by the Forest Management and the United Nations.Further detail is described under the heading 'Relevant Experience'.Ownershipofthesoleproprietorship,as referred to in the RFP,is by Finella Pescott.However,ownership is a term not generally used to describe a sole proprietorship. It should be noted that the Sole Propietorship is a woman's enterprise. Organizational Chart The dynamic of the project structure is integrated as a sole proprietorship.The single entity is managed with streamlined internal controls as depicted in Figure 1. Finella Pescott Sole Proprietor Contact Person Technical Services Account Manager Figure 1.Organizational chart depicting key roles of the Sole Proprietor Relevant Experience Yukon Forestry Handbook Finella Pescott has over four years of experience in developing a similar handbook (Yukon Forestry Handbook)and in similar work.There are two periods of activity for the Yukon Forestry Handbook: -May to October 2010,and; -January to March 2013. Work on adding new content and production of the Handbook was carried out from 2014-2015 while working for the Forest Management Branch. The Yukon Forestry Handbook was intended to be a multi-purpose publication.The targeted audience includes wood cutters,others in the forest sector,First Nations,other Yukon Government departments, industry high school students,college students and the general public.In fact,it is meant to be accessible to any person(s)wishing to gain a broader understanding of forestry in the Yukon.The Yukon Forestry Handbook is being used as curriculum by Yukon College's Natural Resources Program students Spring Semester 2016. Additional and Selected Experience and Skills o Research,analysis and information synthesis Overall,the offeror has extensive experience in the thorough research of topics and synthesis of information and has regularly exercised these skills such as in the development of Standards and Guidelines (forest practices),ministerial briefings,the Handbook and on numerous other projects. o Developing best practices In addition to the summary of best practices contained within the Yukon Forestry Handbook, Finella Pescott has been involved in the review and improvement of best practices in the 'Logging Code of Practice'project in Papua New Guinea.Within the Yukon,Finella Pescott has ° been very involved in the development of Standards and Guidelines of Coarse Woody Debris and on Silviculture.Standards and Guidelines in the Yukon contain both enforceable and advisable forestry practices.Moreover,Finella has worked with the compliance,monitoring and inspections arm of the Department of Energy,Mines and Resources to improve the compliance of harvesting operations with respect to Standards and Guidelines and permit terms and conditions.| Biomass and Greenhouse systems | Finella Pescott has experience and an understanding of the strategic objectives and the value in expanding biomass opportunities in northern communities.The Yukon Government recently released the Biomass Energy Strategy.Focusing on the six Key Action Areas,the Department of Energy,Mines and Resources (EMR)is entering into a preliminary implementation phase of the Strategy.The Forest Management Branch,in coordination with the Energy Branch (both branches are within the Sustainable Resources Division of EMR),are leading the implementation of the Strategy.The two branches Jead on an interdepartmental Committee tasked with Strategy implementation,for which Finella Pescott has acted as the key focal point for the Forest Management Branch. Finella has acted as the key liaison for federal partners and for collaboration with the Northwest Territories (Canada)on their successful biomass strategy implementation. Finella organized a two day meeting in November 2015 between Yukon Government and Northwest Territories officials to share opportunities and lessons learned with biomass in the north. Finella Pescott has been successful in developing and implementing projects that are in support of Biomass Energy Strategy implementation,sourcing federal and territorial funds and project managing contracts. The offeror has an understanding of the benefits and also challenges of biomass system uptake in a northern context including the advantages and disadvantages of the three main sources of feedstock.This is a key consideration in the selection of a suitable biomass system for a greenhouse.For example,pellets can be a consistent and,in some cases,a More automated product,however the opportunities for local participation in sourcing the fuel can be lost.Some cordwood systems have been successful because they present a feedstock that a typical adult in a community can contribute to.The overall net benefits can therefore negate the potential for reduced operating efficiency. Drying time,feedstock storage and transport,labour shortages to operate systems are some ofthe considerations.Ultimately,communities empowered with the understanding of the advantages of different systems (for example,contained in the Handbook)will be able to make informed choices that are appropriate for their community. A number of feasibility studies have been carried in the Yukon territory,which include the feasibility of using biomass in greenhouses.Finella Pescott has awareness of some feasibility considerations,system types and technical aspects of biomass-heated greenhouses. Finella has a broad and keen interest in greenhouses in general and continues to broaden her knowledge base in this area.In March 2015,Finella Pescott participated in a greenhouse conference:'Innovation in Cold Climate Greenhouses'organized by the Cold Climate Innovation Centre.Finella Pescott took a 'Greenhouse Design'course at 10 Yukon College in June 2015 by Bob Sharp,greenhouse designer and builder.The training included a site visit to a biomass-heated greenhouse at Yukon College. o Project Management |A feature of Finella Pescott's experience is in project management as both a consultant and as a project manager.Finella has over six years in project management experience.It is worth noting that Finella has lead working groups which incorporated the review and input from different |individuals to produce a practical product,this includes an intra-departmental working group to develop a new Inspections Report (for compliance of forest practices). o Design Skills -Graphic design skills have been applied to the Yukon Forestry Handbook and other projects (eg.posters,logos).Software used is Adobe InDesign,Photoshop and Illustrator.o Photographic Skills --Over 15 years experience with amateur photography. o Additional Skills and Traits Relevant to the project are the following:high standard of work,excellent time management and problem solving skills,attention to detail,flexibility,responsiveness,team working skills and ability to work independently. o Common Ground Alaska and Yukon share some similar challenges with respect to climate,remoteness,cost of food and heating,lack of employment opportunities and more.Considerations for tackling these issues are also comparable. Personnel Experience and Qualification Personnel of the offeror's firm that will be involved in the project are limited to Finella Pescott.Listed as a Sole Propietor,Finella Pescott will act as the Account Manager in addition to providing all other technical support (refer to Figure 1).Technical services comprise the following (but are not limited to): o Research and synthesis of relevant material; Writing Handbook content for review; Incorporating feedback and comment; Meeting and presenting on Handbook features and content; Handbook Design (as required) =Text and image layout; *Original graphic design; *Photography as required.0000Finella Pescott will be responsible for the workload of,and available for the duration of,the project.Any absences would be communicated to the project manager with as much notice as possible and would not impact project deliverables.Total hours required to develop the project will be streamlined as a result of the integration of services under a Sole Proprietorship.It is anticipated that the development of a print-ready Handbook will require a maximum of 1200 hours.Over a period of 6 to 7 months,this workload is realistic and achievable.The contractor has consistently submitted all project deliverables on previous contracts on time or in advance of due dates.It will be of further value to the contract that Finella Pescott has experience project managing contracts with respect to managing workloads and the timing of submitting deliverables. 11 All requirements will be met with regards to certification,satisfactory insurance coverage and providing proof of the current Alaskan Business Licence. Résumé The following is a condensed version of Finella Pescott's résumé: EDUCATION || 2007 -2009 University of Melbourne -|Master of Forest Ecosystem Science *National Forestry Masters Scholarship January -University of British Columbia (UBC) December 2009 Faculty of Forestry (International Exchange)e Melbourne Global Exchange Scholarship 2000 -2003 Monash University |Bachelor ofArts (Political Science Major) WORK EXPERIEN CE May 2013-(July 2016) Government of Yukon,Forest Management Branch,Dept.Energy,Mines &Resources,CANADA Forest Policy Advisor ¢Focal point for implementation of the Yukon Government's 'Biomass Implementation Strategy'on behalfofthe Forest Management Branch. ¢Participate in interdepartmental Committee on Biomass Strategy Implementation. ¢Development of practical and summarized materials (example:Standards and Guidelines for coarse woody debris;Ministerial briefings); *Coordinate First Nations and industry consultation; ¢Interpretation of forestry legislation (Forest Resources Act and Regulations); ¢Proposal writing and development;liaison with federal funding partners; e Project management (example:project manager for 5 contracts in 2015-2016); ¢Finalisation of the Yukon Forestry Handbook,including targeted interdepartmental review,printing and distribution. Government of Yukon,Forest Management Branch,Dept.Energy,Mines &Resources,CANADA Forest Policy Consultant;Writer;Graphic DesignerJanuary2013-*Review of Yukon forestry handbook content;March 2013 e Incorporating updated forest management policies,standards and guidelines; e¢Development of new content as requested. Food and Agriculture Organization of the United Nations (FAO)Regional Office for Asia and the Pacific, Bangkok,THAILAND (and remotely for Headquarters,Rome,ITALY} Forest Policy Officer *Development (including project design)and support of forestry projects in the Asia-Pacific region including: >Forest restoration (Cambodia,Laos,Thailand,Indonesia);October >Review and update of Forest Practices Code and plain language summary for the localiovemberforestsector(Papua New Guinea)1.5 years; 2012 >Establishment of multi-purpose forest inventory (Papua New Guinea); ¢Project management and support: +Organization and facilitation of regional workshops; >Develop and administer project budgets and contracts; >Focal point for government representatives,consultants +partner organizations. e Extensive organization of large international forestry conference,'Asia-Pacific Forestry Week', Beijing,China with 1200 participants.Particular support of forestry education events. 12 Government of Yukon,Forest Management Branch,Dept.Energy,Mines &Resources,CANADA Consultant:Forest Policy and Communication;Writer;Graphic Design May 2010 -¢Developed a draft handbook on best forestry practices in Yukon; October 2010 e Interpreted a variety of forest and land management legislation and operational guidance documents into an accessible,reader friendly format. e Layout and graphic design of handbook.| Project Office Physical Address: 877 South Klondike Hwy,|! Whitehorse,YT Y1A-5Y9, Canada References i.Stacey Jones Executive Director Yukon Hospice 409 Jarvis Street, Whitehorse,YT, Y1A-2H4 Canada email:savonian@hotmail.com /ph:+1867.667.7429 Description of Work: The bulk of the work in developing the Yukon Forestry Handbook (approximately 80%)took place May to October 2010.In her former role as Natural Resources Legislative Advisor and Negotiator for the Forest Management Branch,Stacey Jones was the project manager for the contractor (Finella Pescott as Sole Proprietor).Stacey was responsible,for example,for coordinating the drafts and input from her colleagues in the development of the product. ii.Mark Pedersen Area Forester (Dawson City/Old Crow/Mayo) Forest Management Branch, Energy,Mines and Resources, Government of Yukon, Mile 918 Alaska Highway, Box 2703, Whitehorse,YT,Y1A-2C6 Canada email:mark.pedersen@gov.yk.ca /ph:+1867.335.9068 Description of Work: When the Yukon Forestry Handbook project was renewed in 2014,Mark Pedersen was involved in the process of developing the Handbook.Mark was a member of the Working Group that reviewed and provided input on the draft.At this time,Finella Pescott was an employee of the Forest Management Branch and was not working as a Sole Proprietor. 13 ili.Bill Beard EDEE Consulting 1001 Edward Street, Revelstoke,BC, VOE-2S1 || Canada .email:whbeard@gmail.com/ph:+1.250.814.9857 | Description of Work:| Prior to semi-retirement,Bill Beard,was the Operations Manager at the Forest Management Branch.Bill did have the opportunity to review the Yukon Forestry Handbook during the period January to March 2013 and provide direction and valuable input.In addition to the YukonForestryHandbook,Bill worked closely with Finella Pescott on priority work items. 6.Cost Proposal Cost details are listed in Attachment D.All cost estimates are made in US dollars. It should be noted the cost efficiencies that would result with the sole proprietor carrying out all technical and other roles for the project.Avoiding sub-contracting reduces costs,sole proprietorships have reduced overhead costs (such as employee and operations),and reduced labour as work is seamlessly integrated and understood by the individual. The offeror has a solid understanding of the hours and expenses for the development of the Yukon Forestry Handbook.In addition,the offeror is aware of the time and expenses utilized in the development of a similar product,the Oregon Illustrated Guide to Forest Practices (2009). Travel The contractor will travel to the following locations to make in a presentation of the draft Biomass Fuelled Greenhouse Handbook:Ketchikan,Anchorage and Fairbanks.The following is a summary of travel pertaining to the contract.The information listed corresponds with Attachment D and is only listed to provide detail on the travel required. Flights: -Juneau to Anchorage -Anchorage to Fairbanks -Fairbanks to Juneau SUBTOTAL $540 Ferries: -Skagway to Juneau -Juneau to Ketchikan -Ketchikan to Juneau -Juneau to Skagway SUBTOTAL $350 14 Attachment D Cost COST ESTIMATE PER TASK FIRM:Finella Pescott |PROJECT TITLE:Biomass Fueled Greenhouse Handbook TASK NO:Project TASK DESCRIPTION:Develop a Printable Handbook to be used as Manual Per RFP 16106 DATE:5/20/2016 GROUP:METHOD OF PAYMENT:FP FPPE T&E CPFF PREPARED BY:Finella Pescott SUB-LABOR HOURS PER JOB CLASSIFICATION TASK NO.SUB-TASK DESCRIPTION Principal/ Manager Research and development of first draft (80%)960 hrs 2 Review and update of second draft (10%)120 hrs 3 Final review and update of print-ready handbook (10%)120 hrs TOTAL LABOR HOURS 1200 0 0 0 0 0 0 0 0 0 0 *LABOR RATES ($/HR)$55.00 LABOR COSTS ($)$66,000.00 |$0.00}$0.00 $0.00 $0.00 $0.00 EXPENSES eee SUB-TASK QUANTI]UNIT TOTAL NO.ITEM(S)TY PRICE PRICE $0.00 | 1 Flights within Alaska to Anchorage and Fairbanks 3 $180.00 }$540.00 | 2 Ferries to Juneau and Ketchikan 4 $87.50 |$350.00 |: 3 Accommodation (Fairbanks,Anchorage,ferry cabin)3 $115.00 |$345.00 4 Transfers and Misc.Travel Costs 5 $40.00 |$200.00 F $0.00 JFIRM'S TOTAL COST OF LABOR (or Fixed Pi $66,000 $0.00 {/F CPFF,TOTAL INDIRECT COST(¢9.00%$0 OTAL EXPENSES:$1,435 [FIRM'S TOTAL EXPENSES $1,435 SUB-CONTRACTORS:Firm Initials and Price Per Task FIRM'S TOTAL COST (no Subcontracts or Fe $67,435 FIRM: AMOUNT:TOTAL SUBCONTRACTOR PRICES:$0 *Labor Rates shall be direct labor (base pay)only if Method of Payment is CPFF;otherwise,Labor Rates shail be total rates (i.e.base pay +benefits +overhead +profit.) ined Consuiting for ._---r}ates.a.=)Ms.Althea Clapp Alaska Energy Authority 813 West Northern Lights Blvd. Anchorage,AK 99503 May 18,2016 Re:RFP #16106 DOA 2016-0800-3410 Dear Ms.Clapp: E3 Environmental,LLC (E3)is pleased to submit this proposal to develop and write a Community Sustainability Handbook:Best Practices for a Biomass-Heated Greenhouse for Alaskan Schools. The person authorized to negotiate and obligate contracts on behalf of E3 is: Rosetta Alcantra,President E3 Environmental,LLC 219 E.International Airport Rd.Ste.100 Anchorage,AK 99518 Phone:(907)565-4200 Email:ralcantra@e3alaska.com Other persons authorized to be contacted for clarification on this proposal are: Tami Schlies,Project Manager,(907)565-4209 or tschlies@e3alaska.com The attached proposal is valid for ninety (90)days following the closing date for receipt of proposals on this RFP.E3 Environmental,LLC is a qualified Alaska vendor and has no perceived or potential conflicts of interest in regard to this proposal. Thank you in advance for your consideration of our proposal.We look forward to hearing from you. Regards, bes-0 Rosetta Alcantra 219 E.international Airport Road Ste.100,Anchorage,Alaska 99518 |Phone:(907)565-4200 Website:www.E3Alaska.comAsubsidiaryofCalistaCorporation Table of Contents Understanding of the Project and Commitment Project Approach and Work Plan... Regional Considerations .......ccccesseseeeeee Technical ConsiderationS..............eeeeeeeeeee Data Gathering «0.0...cececceecseereeseeeesesesesensens Visual Aids...ee ceceeeseecsseeseessseseessessesees Milestone ........ceessssseesessseessesessesseeeseeoeseesenees FOrmatting........ssessessesceseeceeeessseeeeseceseeeeneees oer eee eee err errr eres errr er reer er rrrcrrrrrrrrrrerr rire r ry oe ee eer reer eer rrr errr reir rerr rrr rrr OO eee ee rere rere rire rer errr errr rrr ore ree ee re rere ere eee eee errr rrr rere rrrr errr eriirrrir irre rT Cr ee rrr rrr rr reese rir rrr ory rere eee ee eee rrr eerie retire rrer irri irs Oe ere ee ere Serer eer errr re rere rrrrr errr rr err rrrr irri rrr rir t Ty eee eee ree Sree rere ee reser rrr rrre rrr reer irri errr trier rirrr rir tT Project Management,Experience and Qualifications .......0.....te sessesecseeeceeseescescesseaceceeeessrecsseeesenss Project Management ............ceseseseeeseeeeeereeee Personnel Experience and Qualification........ References...eeescceccneeeessessseecsesetsesnsonees PLICING ......ssccessseesscesscessecessesscssessssneesssssessvenees ere eee eer eee ere errr rere eT eeer rier errr sire reer rrrerr revit rrrer Terri rT ery ere eee eee rrr rere Vere errr errr errr errr rere rer rier Teter rr erry eee eP eee e eee ee Serer Tere eC ere eeree errr rrrerrrrrrrrrrrrerrr irre rrr errr erst Terry Pree eee eee ee eee eee eee eure errr esr rer rer irri t errr reer = Biomass-fueled Greenhouse Handbook Alaska Energy Authority May 25,2016 E3 ENVIRONMENTAL,LLC PROPOSAL FOR SERVICES For development and writing of a Community Sustainability Handbook:Best Practices for a Biomass-Heated Greenhouse for Alaskan Schools UNDERSTANDING OF THE PROJECT AND COMMITMENT The desire for self-sufficiency is strong in Alaska,especially in regards to fuel and food.Fresh produce,which is taken for granted in much of America,is sometimes unavailable out in the villages.Even large city grocery stores can experience food shortages with as little as a single delayed shipment from Tacoma,as we saw in January of 2016 when a TOTE ship required repairs.!According to the Farm to School (FTS)Program,as of 2014 there were 146 schools in Alaska using a garden or greenhouse to teach agriculture.”The purpose of creating this handbook is to educate rural communities about using biomass to lower energy costs,grow food, and create job opportunities.It will provide a general,step-by-step process for planning, building,and operating a biomass-heated greenhouse with suggestions for integration into school curriculum. New biomass technology can help ease our rural communities'dependence on imported heating oil.A community can further increase self-sufficiency by incorporating a biomass-heated greenhouse to grow fresh and nutritious food.Schools are an ideal place to introduce biomass energy because they open up the opportunity for youth and adults to learn,grow,and work together as catalysts for positive change not only in the community,but also in the world beyond. E3's staff has personal experience with rural Alaskan living,and understands the unique challenges involved.The desire to help grow sustainable,secure community infrastructure is a shared goal among E3's team.In addition to our team's deep roots in Alaska,we have a Certified Master Gardener with proficiency in greenhouse crop production as well as four years of commercial publication experience.Support staff with scientific and business backgrounds round out our team and make E3 the perfect fit for this project. Our goal will be to work closely with the Alaska Energy Authority's steering committee to design a comprehensive guidebook for communities to begin their journey into biomass-heated greenhouse crop production in a clear,comprehensible way. We are passionate about self-sufficiency,ready to proceed,and perceive no impediments or conflicts for work during the contract period. 'http:/Avww.adn.com/article/20 1601 29/cargo-ship-sets-sail-alaska-after-delay 2 http-:/dnr.alaska.gov/ag/FarmToSchool/F TSFLY pdf Page |1 ES Hii Biomass-fueled Greenhouse Handbook Alaska Energy Authority May 25,2016 PROJECT APPROACH AND WORK PLAN Our extensive work with remote Alaskan communities has afforded us insight into what type of handbook resource will best serve these areas.Our execution strategy and well-qualified personnel will result in a quality deliverable you can be proud of.We use content-management software specifically designed to compile long documents for publication,generate hyperlinked content,embed graphics,and format for use across multiple reading devices.The following sections outline our proposed methodology to complete a comprehensive,user-friendly handbook. Regional Considerations The USDA's cold-climate zones cannot accurately define Alaska's climate.Alaska stretches over an area relative to that between northern Minnesota and Texas,with the Aleutian chain reaching into the Pacific Ocean while the panhandle touches the coast of Georgia.Huge seasonal differences in temperature and daylight,or variations in precipitation (snow load)and wind require innovation to successfully grow traditional crops.For purposes of this handbook,the State can be loosely divided into the following regions: e High North °Interior °Southwest e Southcentral *e Southeast When possible,we will refer to even more refined,specific climate zones,such as those listed in Sunset's Western Garden Book. In addition to climate considerations for greenhouse production,our business connections to communities across the state give us insight into how the area might be unique when it comes to business plan development or acquisition of biomass fuel or building construction materials.Our intention is to develop a quality handbook that provides individual considerations and innovative solutions appropriate to each region or condition within Alaska. Technical Considerations Rural communities are often hampered by technology limitations,such as lack of high-speed Internet service?.Embedded images and video may result in difficulty downloading for some 3 http://www.adn.com/rural-alaska/article/cc-intemet-service-alaska-lags-nation-worse-rural-alaska/2015/01/31/Page |2 Ed ; Biemass-tueled Greenhouse Handbook Alaska Energy Authority May 25,2016 communities.Yet good-quality images and info-graphics to engage and educate the audience are necessary for a quality,modern handbook.We will judiciously choose images for inclusion,and incorporate compression techniques prior to final formatting.When video is selected for handbook inclusion,it will be referred to with an optional link and a brief description of Alaska Greenhouse content.Construction Video The goal will be to enable the school and the community to not only begin the biomass-heated greenhouse journey by following the handbook guidelines,but also empower them to continue to educate themselves with the ever-growing pool of information the Internet provides. Data Gathering Information for handbook contents will be researched and compiled largely from public domain information and from our Master Gardener's personal and extensive library of books.Additional detail may be gathered through interviews with subject matter experts and from the highly qualified knowledge base of E3's in-housestaff.Main areas of research will include:ee e Business Planning e Greenhouse Specifications e Agricultural Operations e Biomass Systems and Supply e Suggested Curriculum Where appropriate,hyperlinks to outside materials such as videos or external websites may be included,with the caveat that AEA does not imply endorsement of any products.Providing external links will promote exploration,discovery,and mower MewsneonTaproblemsolving;teaching yanyepeity STUDIES monn LOCAL MEDIA GUTLETSstudentshowtolearnisasGARDENINGWEBSHIESALasKAUIPATCHetOVERERT AGENCIESimporenastechineshe-BQTERITIAL DATA SOURCESinformationitself. Visual Aids Info-graphics are an important and easy way to communicate large ideas to audiences unfamiliar with processes and technologies.Whenever possible,info-graphics will be acquired from public domain documents.Simple processes or relationship graphs will be created in-house.In rare cases,E3 Environmental may purchase specialty info-graphics.Other images for inclusion in the handbook may come from a variety of sources;AEA or AIDEA files from case studies or other reports,public domain images,high resolution images provided by subject matter experts,or Page |3 3 ne |oven Biomass-fueled Greenhouse Handbook Alaska Energy Authority May 25,2016 photographs taken by E3 staff.Final graphics and images will be compressed during formatting to ensure downloadable,meaningful content for a variety of e-readers and in consideration of rural technology limitations. Curriculum Development Fully developed courses on biomass energy and agriculture in the classroom would overwhelm a handbook designed to discuss best practices for a biomass-heated greenhouse in schools. Therefore,a sampling of curriculum will be included,with relevant links to online resources for teachers.The handbook will include examples of biomass and greenhouse related worksheets, discussion items,and hands-on activity ideas in line with STEM curriculum for grades K-12. oT >SSS wt Milestones The following timeline assumes a Notice to Proceed issued in mid-June of 2016.Dates are best- guess estimates and are subject to change until a contract is executed. Deliverables and Events Timeline -oe ee '=Cee iL Metra z eo ee eget BS eee Seog ah Business Plan outline June 201 Develop sample feasibility surveys and templates development for readers to use while determining objectives. Data gathering for July-August Tabletop research into hydroponics,aquaponics, agricultural information 2016 crop choices,irrigation options,lighting,and other design considerations. Greenhouse design July-August Research and develop specifications andspecificationsdevelopment|2016 construction considerations for Alaska by region. Tabletop research for August-Boiler systems and fuel option data gathering, biomass technology September including economic considerations,specific to 2016 greenhouse use. Interviews and site visits August-Identification of schools and other individuals who September have used biomass to heat greenhouses or who 2016 have a greenhouse curriculum in place.Potential contacts other than those listed in the RFP inciude: e Palmer High School Native Village of Tyonek McGrath Native Village Meyer's Farm in Bethel Chickaloon Traditional Council Statewide Alaska Cooperative Extension offices Interviews may also include other retailers of Alaska Grown produce items for business plan information. 35%Draft September Present outline of initial studies and draft table of 2016 contents for approval by steering committee.Will include written draft introductory pages for key chapters. Revise and refine September-Modify outline according to steering committeeOctober2016|feedback and continue writing.Determine further research and development needs. Page |4 ES pee||emma=||erm»| Biomass-fueled Greenhouse Handbook Alaska Energy Authority May 25,2016 Greenhouse Operations October-Research and develop supply and staffing and Maintenance content November considerations for plant production and harvest, for schools 2016 including technical information such as soil testing, environmental controls,and seasonal schedule. Boiler Operations and November Develop schedule or checklist and estimated costs Maintenance content 2016 for parts and labor. Food Safety Modernization |November Compile pertinent information for federal and state Act research 2016 compliance. Curriculum development November-Research and develop sample STEM curriculums December for use with greenhouse and biomass boiler 2016 operations. Funding opportunities December Develop list of funding opportunities,such as: research 2016 e §=©Agriculture and Food Security grants e Alternative Energy grants e Educational grants e Private investments e Community Supported Agriculture (CSA) 65%Draft December Present written draft for steering committee review 2016 as a Microsoft Word document.May not include all images or info-graphics. Revise and refine January 2017 |Edit and format handbook based on steering committee feedback. 95%Draft February Present draft handbook,including info-graphics and 2017 images,as PDF document to steering committee for review and approval. Format for publication March 2017 Final formatting and conversion to e-reader file types.Testing across multiple devices for functionality. Project Complete March 2017 Formatted files complete and delivered for publication. Formatting Supported files for final formatting include the following:.PDF for computer viewing and hard-copy printouts Wak.EPUB for Apple iPads and most other e-readers .MOBI for side loading to Kindle devices.May also be viewed using Amazon's free app. OPTIONAL:additional formatting to allow production of professional print-on-demand (POD)paperback version for a nominal fee (at cost)to readers A table of contents will be hyperlinked to the appropriate section in the handbook.The book will also include a hyperlinked index in the back to aid readers in finding specific information or key words.For teaching purposes,a glossary of terms may also be useful,and can be included if desired. We anticipate the final handbook to be about 60,000 words,exclusive of items such as the glossary and index. Page |5 ES Ut Biomass-tueled Greenhouse Handbook Alaska Energy Authority May 25,2016 PROJECT MANAGEMENT,EXPERIENCE AND QUALIFICATIONS Project Management E3 Environmental,LLC was created in 2012 by Calista Corporation to meet the energy, engineering and environmental needs of the Calista region and to serve clients throughout Alaska.As an Alaska Native-owned company,we fully understand and appreciate doing business throughout the state.Many of our staff members-about 50 percent of whom are of Alaska Nativedescent-arelifelongAlaskans.Our professional team will be led by an Alaska Certified Master Gardener,Tami Schlies,who is also a technical writer and experiencedin theSSS publishing industry.We are capable of breaking down complex messages and successfullycommunicatingthemtoAlaska's diverse cultures.We draft and publish newsletters,survey communities,and know all the work and details it takes to meet deadlines with quality deliverables. No claims or lawsuits are pending against E3 Environmental,LLC. Project Organizational Chart Rosetta Patty Murphy\Weetitie Oscar Evon E3 President Tami Janice Peace 'Schlies ©wey _Other ProjectProjectManagerSupportMembers Linda'Mockta Controls Shane BFosiraneTechnicalDesign| Personnel Experience and Qualification |Tami Schlies,our proposed Project Manager and technical writer,is a lifelong Alaskan and a Certified Master Gardener.She has owned and operated a home greenhouse for twenty years,and attempts to produce most of her family's yearly produce from her garden.*She has taught classes on everything from :soil health to apple tree grafting,and was a co-leader for the Little Su 4-H clubforsixyears.She wrote,edited,and published the quarterly newsletter (distribution 100+)for the Alaska Pioneer Fruit Growers Association?for over ten years.In addition to producing newsletters,she has been involved with the commercial publishing industry since 2012 with 'See article in Anchorage Daily News,June 10,2004 "Feed the Family,Alaska Gardeners Dig In to Provide Fresh Fruits and Vegetables Year-round” Page |6 ES a Ka 5 hitp:/Awww.apfga.org/ Biomass-tueled Greenhouse Handbook Alaska Energy Authority May 25,2016 Twin Leaf Press.She has experience in non-fiction research,writing,formatting,and publishing in various formats,including MOBI,.EPUB,and .PDF for multiple reader technologies and website hosting.She understands the mechanics of hyperlinking a table of contents and chapters for easy cross reference.Her most recent projects include writing a $2.3 million TIGER grant for the Native Village of Kwigillingok,and developing a newsletter and website for an Alaska Railroad project in Seward.Tami would be dedicated to this project for the duration of the contract. E3's support staff will assist with initial research,outreach to subject matter experts,administrative support,and other specialty consultation needs.Our team has developed various business plans for clients throughout rural Alaska,while our technical consultant has a passion for sustainable biomass systems.We have a water quality specialist,a community planner,a village liaison specializing in stakeholder engagement,and an environmental planner available in-house for consultation. References Willow Environmental,Christina Hendrickson,(907)575-4184 e Wrote and produced surveys,reports,and newsletters,and developed an interactive project website to serve stakeholder engagement efforts for the Seward Marine Terminal Expansion Planning Project. Native Village of Kwigillingok,Jimmy Beaver,(907)588-8114 e Oversaw Engineering Design Study and Categorical Exclusion Report for two community boardwalks.Developed,wrote,and submitted application and narrative for 2016 TIGER grant application to fund construction of boardwalks. PRICING Our price to execute this proposed project totals $89,270.00,including labor and expenses.We do not anticipate the need for subcontractor services.Please see Attachment D for detailed pricing breakdowns.This quote is valid for 90 days from the date of this proposal. Thank you for considering our proposal.We stand ready to partner with Alaska Energy Authority on this project,and are confident we can meet the challenges presented. Page [7 ES Attacrnnent D Cost cc STIMATE PER TASK FIRM:£3 Environmental,LLC PROJECT TITLE:Biomass Fueled Greenhouse Handbook TASK NO:Project TASK DESCRIPTION:Develop a Printable Handbook to be used as Manual Per RFP 16106 DATE:5/25/2016 GROUP:METHOD OF PAYMENT:FPL |FPP_}Tay]CPFF||PREPARED BY: SUB-LABOR HOURS PER JOB CLASSIFICATION TASK NO.|SUB-TASK DESCRIPTION] Principal/Project Technical QA/Qc Controls Project Manager Manager Design Support R.Alcantra T.Schlies S.Serrano K.Carlson L.Mockta J.Peace 1 Research 200 25 25 20 2 Travel (labor)75 3 rontent Development,QA/Q 155 35 40 30 §Writing &Editing 150 10 6 Formatting 35 7 Project Management 20 70 50 TOTAL LABOR HOURS 20 685 60 65 50 60 0 0 0 0 0 *LABOR RATES ($/HR)$120.00 $95.00 $85.00 $85.00 $50.00 $45.00 LABOR COSTS ($)$2,400.00 $65,075.00 $5,100.00 $5,525.00 |$2,500.00]$2,700.00 $0.00 $0.00 $0.00 $0.00 $0.00 = EXPENSES --_-||COMMENTS: TASK NO.ITEM(S)QUANTITY UNIT PRICE PRICE 2 Ketchikan travel for presentation 1 $1,350.00 |$1,350.00 2 Fairbanks travel for presentation 1 $700.00 $700.00 2 Anchorage travel for presentation 1 $120.00 $120.00 2 Potential site visit for interviews 1 $1,500.00 |$1,500.00 3 office supplies,photography supplies,graphic design fees,pra 1 $2,300.00 |$2,300.00 $0.00 JFIRM'S TOTAL COST OF LABOR (or Fixed Price):$83,300 $0.00 VF CPFF,TOTAL INDIRECT COST @ $0 Pe bbl peat bbe rae Pabb fpedeg ag TOTAL EXPENSES:$5,970 [FIRM'S TOTAL EXPENSES $5,970 SUB-CONTRACTORS:Firm Initials and Price Per Task FIRM'S TOTAL COST (no Subcontracts or Fee)$89,270 FIRM: AMOUNT:TOTAL SUBCONTRACTOR PRICES:|$0 *Labor Rates shall be direct labor (base pay)only if Method of Payment is CPFF;otherwise,Labor Rates shall be total rates (i.e.base pay +benefits +overhead +profit.) estimate.tsk (April 2012)DOT/PF,Task Estimate Sheets Task 1 Biomass Fueled Greenhouse Handbook a proposal for the Alaska Energy Authority RFP#16106 DOA 2016-0800-3410 Submitted by: Delaney Forestry Services LLC May 22,2016 Table of Contents 1.0 Team Quallifications..........cccsssccsssccssenscsssesenconsscrecreccnesssecsueersecssecsssessesserseasssonens 1 1.1 Statement of eligibility.............cccccsssssscssscsssssccnssnsscccssssevscnnsssecsoeseassceces 3 1.2 Organizational Chart ........csssssccssssssscsrssccceserscensssscesnscssesscssssssssensesesssess 3 1.3 References .............cccscesccsseseccccsccncscnsssccsseseunsccneccscccnscssascssccscesesscarcseces 4 2.0 Understand key isSues........scssssresssssssrcncscscseveessnversecconseusvensccsssersccssverssscersscsessees 6 2.1 @-DOOK AeSign .......sssscccssssscssccssssscnssssnscsesccssssscesssncssscessssocssssnsesssssesssones 6 2.2 Build On existing WOFk.........sccscccossssssssscnnsessssscesesssecsenssescneceassccseseneassecs 6 2.3 Deliver curricula and assessment tOols ............s.cessssccssesscnsscrrcoresessseseees 9 3.0 Plan for SUCCESS ........ccsssseccccsscoreceecrrerseererseesssecseencnsevsensccsossnssesscscssssorsonesssersecees 10 3.1 Phase 1-Work launch and data CONECTION ......cesccescesersestenssenscsconsosessees 10 3.2 Phase 2-Interim WOrk Product ......ssccscsssccssssscssssccssscsncsssesasecsconseeacsses 12 3.3 Phase 3-Final deliverables...........s.ssssssseonssccssccssncscsseceeeescssersersssssasesees 13 4.0 Meet our team MeEMbers.............cccsssscceserencccccccssececsccsssssesnsusscccasencscssesseeeseseeeces 14 5.0 Offeror Price Proposal FOr ........sscccsssscsssseccsscassevensesensessscescessenssensssosacensessessoues 16 Appendix 1 Timeline and Costs ..........ccccccsccsecssvessscsnsvsventcnnscncasscoroncossvsousenseesecenens 17 1.0 Team Qualifications Since 2004,Matt Delaney (owner of Delaney Forestry Services LLC)has worked to develop innovative new products for forestry based enterprises including renewable biomass energy,carbon offsets, biochar,and other wood products.He has worked his entire career to develop innovative wood- product based enterprises both domestically and internationally.He has been part of the successful development &implementation of natural resource projects valued at over $20 million dollars.He has worked on a variety of forestry and biomass projects at various scales involving over 1.5 million acres of forestland across the world,includingin Alaska.In 2002,he conducted a carbon invento nak Island near Kodiak,Alaska as part of the development of a forest carbon offset conservation project.He has also developed forest inventory handbooks and conducted trainings with diverse groups of people both in the United States and overseas. Over the last four years,Matt Delaney has worked in the field of renewable forest biomass energy systems and the bi-products of woody biomass processing,namely a charcoal-like product called biochar.In that capacity,with funding from the US Forest Service (USFS),he worked with an Oregon farmer to conduct a feasibility assessment of biomass energy systemsto power greenhouses forvegetableproduction.Over a two year effort,he was instrumental j diverse team of professionals (engineers,agricultural experts,economists)to complete a study of biomass energysystemsandtheirpotentialtorunmultiplegreenhouses,Most of the work involved reviewing a large umber of publications and writings about greenhouse facilities,biomass fueled heat &power generation systems,and other published literature.The final report was delivered in April of 2016 and will be available publicly later this summer. In 2014,Matt Delaney led a project proposal writing team that applied to the US Forest Service's Wood Innovation Grant program.The proposal titled "Commercial Biochar Products for Forest Restoration in the Pacific Northwest”was selected for funding by the USFS and awarded to Family Forests of Oregon an Oregon non-profit organization.Matt Delaney has worked with Family Forest of Oregon (FFO)to implement the project objectives and assist with project management.In that capacity,he is familiar with administrative requirements associated with Federal government grant contracting.In addition,as part of his FFO project work,Matt Delaney is working with researchers at Oregon State University (OSU) and the USDA Agricultural Research Service (ARS)to test how biochar made from low value forest biomass can improve agricultural productivity in vegetable gardens,greenhouses,and commercial agricultural crops. Our team has the knowledge,skills,and experience to meet all the services identified in the Alaska Energy Authority,Request for Proposals (RFP #16106).Additional team members,who will be sub- contractors to Delaney Forestry Services LLC include the Chachka Group (based in Madras,OR)which is located in a predominately rural and economically challenged community.Over the last 10 years, Chachka Group has provided clients with creative,affordable and effective advertising and marketing materials.Chachka Group works with a variety of government and non-profit clients,as well as small to large businesses.A brief sampling of clients include The Confederated Tribes of Warm Springs Oregon; KEITH Mfg.Co.;Lane County (Oregon)Blood Center;Madras-Jefferson County (Oregon)Chamber of Commerce;Newhouse Manufacturing Company;Shielding International;and Woodlands Carbon. Chachka Group is a full-service advertising agency,specializing in both web and print projects including e-books.The company has produced nearly 100 websites of various complexity,as well as several hundred fliers,brochures and catalogs,both printed and digital platforms.These range from one-page informational product pieces to multi-page technical instruction manuals?All are created in professional desktop publishing software for output as printed and/or digital formats.One example of Chachka Group e-book formatted products can be found at their client web site'. Our other team member is Clare Doig,of Forest &Land Management,Inc.(F&LM)a professional |forestry consulting firm located in Anchorage serving private land owners,Alaska Native Corporations, *Trust land managers,attorneys,and appraisers throughout Alaska.F&LM has provided forestry and land |management consulting on wood biomass energy projects and feasibility studies throughout Alaska, including in St.Mary's,Galena,Tok,Glennallen,Craig,and Hydaburg.Since 2004,F&LM has completed Forest Stewardship Plans on twenty Native corporation ownerships involving over 4,000,000 acres.(fonennnne_These plans have provided the information on wood energy resources available on subject properties. Mr.Doig has firsthand knowledge and experience with forest biomass assessments,biomass supplies, availability,transportation,and costs in Alaska.Clare Doig will provide our team with local coordination of meetings and provide biomass fuel stock market evaluations and data on supply chain challenges _associated with Alaska forest biomass energy systems. Team members also include local stakeholders of the Southeast Island School DistrictjaThorneBay,Alaska.They will help us gather greenhouse case study information for the handbook.In our discussions with Lauren Burch (Superintendent of the Hydaburg City School District outside of Ketchikan),we would work with personnel that have experience with greenhouses in Coffman Cove, Naukati,Kasaan,and Thorne Bay.We will coordinate our activities with Karen Petersen (University of Alaska Fairbanks)to facilitate the collection of other case-study information &relevant literature resources. Our Team's experience includes taking creative approaches to address a wide range of natural resource projects over many years,including a project we just completed for Region 6 of the USFS that involved reviewing 40 different biomass energy technologies that could be used to heat &power greenhouses in Oregon.We examined financials,capital costs,operation and maintenance costs of various biomass energy systems at multiple scales (1,5,and 10 different greenhouses)for purposes of business planning and evaluation by our private sector farmer.In addition,our expertise includes developing forest biomass related handbooks for professional training and educational purposes,creating feasibility assessments of greenhouses heated with forest biomass,taking innovative approaches to challenging forestry and natural resource issues for the US Forest Service and state level forestry agencies.We have expertise in pulling complex data sets from a wide-range of sources to create compelling online and print copy tools for our public and private sector clients. We applaud Alaska Energy Authority's interest in developing this handbook as part of their mission to reduce the cost of energy in Alaska as part of the Alaska Affordable Energy Strategy of 2014.Our team is very interested in this opportunity,and we look forward to being part of an innovative project like the 1 Chachka Group work example 1-instruction manual product.http://www.keithwalkingfloor.com/support/downloads 2 Chachka Grouip work example 2-ebook product.Link is for the non-ebook copy for viewing:http://lanebloodcenter.org/wp- content/uploads/2013/04/2011 annual report.pdf Biomass Fueled Greenhouse Handbook.Our team's experience with biomass energy systems, greenhouses,developing handbooks based on existing literature,engineering design,forest biomass feasibility assessment,and developing educational curriculums provides the capacity and creativity to make this AEA project a success. 1.1 Statement of eligibility Our team members certify that they have no conflicts of interest,affiliations with or involvement with the Alaska Energy Authority or an organization or entity with any financial interest (such as Honoria; educational grants;participation in speaker bureaus;membership,employment,consultancies,stock ownership,or other equity interest;expert testimony or patent-licensing arrangements)or non-financial interest (such as personal or professional relationships,affiliation,knowledge or beliefs)in the subject matter or materials discussed in this document. None of the firms in this proposal have any major claims or lawsuits against them or other legal actions pending that would be considered material to our financial status or that would affect the successful performance of this project. Offeror meets all the requirements of the AEA RFP (#16106,DOA 2016-0800-3410)minimum qualifications as well as Appendix A:General Provisions,Appendix B:as it pertains to indemnification and insurance requirements,and Appendix C:required contract provisions for federal-aid contracts. Offeror does not currently have an Alaska Business License,however as stated in Addendum 1 (16106 Biomas Addn 1.pdf)will obtain one within 10 days following notice of intent to award. 1.2 Organizational chart if selected for this project,the contracting arrangement will be between Alaska Energy Authority (AEA) and Delaney Forestry Services LLC who will have primary responsibility and final authority for the work. Our other team members will be sub-contractors to Delaney Forestry LLC.The organizational arrangement is presented here for illustration (Figure 1). Hiskrebelea':Felenadey ..._..|Matt Delaney | || eanaate:€ante riwiebdalaccbasleebeiaMamidalle:fpseiaye 2 TAD Gate Pr +aa; ae igied |EF loed ¢fe: "Laura Crocker =-:; ° ":- Jacquetyne Burdette Clare Doig Lauren Burch Figure 1.Organizational chart and lines of authority. For Delaney Forestry Services LLC and F&LM Incorporated,both of whom are owned by individuals without employees,there are no other senior level managers.For Chachka Group,Director Laura Crocker,is the primary manager.The next senior level of management within Chachka Group is Jacquelyne Burdette who is web developer with 10 years of experience in design.She reports to the Director and will provide creative design and layout for this project. Lauren Burch is Superintendent of the Southeast Island School District.The Southeast Island School District team will provide case study information based on their organizations experience with operating greenhouses run on cord-wood.Their team will also assist with development of curriculum materials. The next senior level of management for this project work is Priscilla Gouldin ir grants manager. 1.3 References Matt Delaney Donna Heffernan Delaney Forestry Services LLC North Slope Hay,Farms and Resource Companies 63600 Viewpoint Lane North Powder,OR 97867 northslope@wildblue.net (541)898-2507 Ron Saranich Regional Biomass Coordinator US Forest Service Pacific Northwest Region Regional Office 1220 S.W.3rd Avenue Portland,OR 97204 rsaranich@fs.fed.us p:503-808-2346 Laura Crocker Chachka Group Clare Doig Forest &Land Management Inc. Southeast Island School District Marcus Kauffman Biomass Resource Specialist Oregon Department of Forestry 3150 East Main St.Springfield OR 97478 marcus.kauffman@oregon.gov 541-580-7480 cell 541-726-3588 desk Ms.Aurolyn Stwyer, Business Development &Marketing Manager Warm Springs Ventures,The Confederated Tribes of Warm Springs Oregon aurolyn@wstribes.org 541-553-3565 Mr.Joe Krenowicz,Director Madras-Jefferson County Chamber of Commerce director@madraschamber.com 541-475-2350 Ms.Carol Tollefson,Operations Administrator Oregon State University Central Oregon Agricultural Research Center Carol.Tollefson@oregonstate.edu 541-460-7680 Mr.Phil Koontz,Environmental Specialist,Louden Tribal Council,POB 288, Galena,Alaska (907)656-2328 Mr.Jeff Graham,Stewardship Forester,State of Alaska Division of Forestry, 101 Airport Road,Palmer,Alaska 99645 (907)761-6201 Ms.Wynne Auld,Operations Manager,Gray Stassel Engineering,P.O.Box 111405,Anchorage,AK 99511-1405 (907)336-1506 Jonathan Kriess-Thompkins,State Representative Johanna Herron,Farm to School,Marketing Manager,Division of Agriculture 907-761-3870 Gwen Holdmann,Director of AK Center for Energy and Power,907-474- 5402 Wayne Benner,Thorne Bay City Administrator,907-828-3380 Paula Peterson,Tribal Administrator,Organized Village of Kasaan,907-542- 2230 2.0 Understand key issues To achieve AEA's goal of creating a biomass fueled greenhouse handbook,there are three key issues that need to be considered to guide the work: 1)[Design an e-book that will be accessible to the target audience,namely teachers,students,and[sien an members 2)Build on existing work that has been completed in Alaska on biomass energy systems and greenhouses rather than create a lot of new data and content 3)Deliver curriculums and assessment tools that can support teacher and student interest in Science,Technology,Engineering and Math (STEM)programs as well as community membersinterestedinnewrural-based business developmen AEA desires a handbook that will be a "how-to-guide”for selecting greenhouse technology,develop business and operation plans,and integrate biomass and greenhouse-related STEM curriculums into schools.Our team intends to help AEA build on current success based on existing knowledge and scientific literature on greenhouse operational considerations,in a format that is easily accessible to community members both electronically and in-print publications. 2.1 e-book design On the first point,the handbook should be designed with the target audience in mind,namely teachers, students,and community members.The field of forest biomass energy generation as well as business planning,new enterprise development,and greenhouse operation can be quite complex and include the fields of engineering,design,heating &cooling systems,and biomass supply chains.In order to deliver a high quality product,it will be important to gather information from members of the community.about what they are looking for in an e-book handbook. As described in the AEA RFP (page 15),our team will work with local stakeholders to review the draft Table of Contents (TOC)and then begin work on populating the handbook content.The current TOC covers planning (both project and business planning),greenhouse design,greenhouse selection,building efficiency,biomass boilers &technology options,Alaskan biomass resources,curriculum,and financing opportunities. As stated in the AEA RFP,fuel costs in Alaska are some of the highest in the country.High fuel costs have a significant impact on the price of products particularly in remote rural communities.Locally sourced energy and locally-grown food are key parts of community sustainability and security (AEA RFP 2016). 2.2 Build on existing work Through this project,AEA seeks to build on existing successes in Alaska schools that have already constructed greenhouses.For example the program at the Southeast Island School District's Thorne Bay School (Figure 2)as well as existing literature,handbooks and studies of wood energy systems in Alaska like the USFS Community Biomass Handbook?, ]Fuel supply:condwood Equipment:2 GARN WHS 2000 Mandreum heat output:650,000 BtusieCost:$478,179 in grant funding.$102,000 cash and in-|dad match from the community Facility:Howard Velentian School,Coflmen Cove, aan |teacher housing,greenhouses eeu Fuel supply:cordwood 'Equipment:2 GARN WHS 7000 Maodrrausn hest output:650,000 Biu/he Space hewted:teacher housing (4,000 square feet),1 @eenhouse(6,000 square feet) Locally sourced firewood is what heats schools and+greenhouses throughout the school district.But the Figure 2,Southeast Island School District wood energy system for greenhouses.Photo courtesy of Dan Bihn (Bihn Communications,LLC,)from the US Forest Service Community Biomass Handbook Vol 2. For this reason,if selected for this work,we would contract with the Southeast Island School District to gather information about their experiences running four aquaponics greenhouses fueled by wood boilers.They will assist us to gather case study information as well as the base data on capital costs, operation &maintenance costs of their greenhouses.In addition,they will assist with curriculum guidance. In addition,Matt Delaney's past experience with evaluating biomass fueled combined heat and power systems,running economic models that consider capital costs,O&M,biomass handling systems,simple payback,return on investment,and other variables needed to determine greenhouse operational viability at different scales.This experience will be helpful for the development of the business development aspects of the handbook. Although Oregon is located in a northern environment,Alaska is unique in many ways as it pertains to seasonal temperature swings,climate,precipitation events,and hours of daylight.All of which will influence greenhouse costs and vegetable crop production.Greenhouse operations can be quite complicated depending on materials used (insulation,glass or plastic),heating/cooling/lighting needs, hours of daylight,climate,and other factors.As a publication from the University of Madison-Wisconsin 3 Lowell,E.C.,D.Parrent,R.C.Deering,D.Bihn,and D.R.Becker 2015.Community Biomass Handbook.Volume 2:Alaska, Where Woody Biomass Can Work.US Forest Service General Technical Report PNW-GTR-920 Extension indicates (Sanford*2011),heat loss and gain in a greenhouse varies over the course of a day and throughout the seasons of the year,all of which influences greenhouse infrastructure requirements &orientation (Figure 3). C)Solar heat gain Conduction heat _-=loss or .ee-sxa Furnace heat.j=+ftEquipment heat $<¥eswha J Heat loge or gain to soll ; Perimeter heat loss Figure 3.Heat gain and loss in a greenhouse.Image courtesy of University of Madison-Wisconsin Ventilation heat loss 'Thermal radiation loss Infiltration heat logs or gain Despite the fact that Alaska has conditions &challenges unique compared to other parts of the U.S.,one of the approaches Matt Delaney's team took for the greenhouse evaluation project in Oregon was to use local climate data to inform the heat (and cooling)demands of greenhouses over the course of a year.We worked with Washington State University (WSU)Energy Extension engineers Dr.Carolyn Roos and Marcia Karr to develop evaluations tools for single and multiple greenhouse operations.In this way we were able to develop precise greenhouse heating and cooling demand estimates,biomass throughput requirements of various energy technologies (boilers,pyrolysis machines,gasifiers).We anticipate taking a similar approach in the case of the AEA project. We also used the WSU and US Department of Energy's RELCOST software platform'to run financials of our multi-scale system evaluations.WSU models are robust and quite complex,and as part of our work for AEA we will create simple interfaces (populated with local Alaska operational and financial data)to create assessment tools for the handbook. In our Oregon project case,we knew trying to generate electricity from forest biomass given our state's cheap electricity rates ( $0.06 per kilowatt hour)was not going to be feasible.We therefore took an innovative and creative approach to biomass based energy generation by diversifying our operational approach to include multiple revenue streams including biomass heat,electricity generation,and cost savings from the use of biochar (to reduce farm level soil input costs for crop cultivation).By taking a *Sanford,S.2011.Reducing greenhouse energy consumption-an overview.Bulletin A3905-01,University of Wisconsin Extension,Madison,WI.https://articles.extension.org/sites/default/files/2.%20A3907-01pdf 5 RELCOST financial model.http://www.northwestchptap.org/ResourcesSoftwareLinks/Software.aspx 8 more diversified approach we could get greenhouse based biomass energy systems to pencil in less than S years,even in a state with low-electricity rates. One of the other key variables with biomass energy systems,is the type of wood product used.Our previous experience examined cord-wood,wood chips,and pellets as feedstocks for biomass energy systems.There are pros and cons of each wood product including ease of handling,and price per ton (or per cord).In some locations (like around Fairbanks)wood pellets may be the best option as feedstocks to run biomass energy systems.However in other locations,like the Southeast Island School District cord-wood boiler systems are preferred because cord-wood is locally available (unlike wood pellets). Alder and other tree species can be harvested by local community members,supporting jobs and energy self-reliance. 2.3 Deliver curricula and assessment tools We will develop two main components for the curriculum portion of this project.The first component will involve working with local educators &administrators from the Southeast fsland School District to collect current information about greenhouse operational data,business assessment,planning & implementation experience,and development of curriculum of interest to the students,faculty,and other stakeholders.Per point 12 in the draft TOC of the RFP the curriculum will be consistent with the State of Alaska Departmentof Education's certification program through the University of Alaska'sProfessionalEducationCenter®.Wewill work with our local partners to decide if the curficutum will beED593(post-baccalaureate professional development for teachers)or ED 193 (for undergraduate level credits)focused. The second component of our work will be to build the developed curriculum into an e-book format for the AEA web site as well as other electronic devices (tablets,IPad,or other mobile devices).The main components of this aspect of the work will include: 1.Edit handbook content Design the handbook layout in InDesign Typeset content into handbook layout Produce any custom artwork,graphs,photo editing,etc.for handbook Proof handbook content Convert InDesign layout into flowable EBook Coordinate uploadingof|EBook to AEA websiteNOORWHD All of the developed materials (including the assessment tools)will be part of the completed package of materials delivered to AEA.Our team will work closely with AEA and our local community partners to make sure that all of the electronic and print media collateral are compatible with existing software systems used by AEA and local school districts. §Alaska Department of Education PEC courses:http://www.uas.alaska.edu/education/pec/index.html 3.0 Plan for success We propose to separate our work plan into three unique phases.This approach will ensure the project deliverables meet AEA and community member needs,and the work is completed on time and on budget. As stated in the AEA RFP,all project deliverables must be 95%complete by February 2017,and ready for print no later than March 31,2017.A first draft is due on or about September 30,2016.If work is initiated on June 15,2016 that provides about 10 months (approximately 300 days)for work completion.We will interact with the AEA steering committee on a monthly basis for chapter development approvals at 35%,65%,and 95%project milestone completion intervals. By separating the work plan into three unique phases,AEA can be assured that targets are being met per the contract requirements as the work progresses.After contracting signing,our team is prepared to initiate work within five business days. Phase 1 of the work will involve planning and data collection.Our team will begin by having a kick-off meeting by conference call with AEA staff to review our work plan and begin to select dates for an initial site visit to collect all of the required base data for the handbook.The planned site visit will include meetings with community members at the Southeast Island School District,AEA staff,and interested parties in the Fairbanks community like Superior Pellet Fuels in Fairbanks,representatives from the City of Tanana,personnel from the University of Alaska at Fairbanks Extension,and others. We plan to make an initial site visit for data collection within the first 30 days after contract signing.As a result of our initial site visits we intend to collect the vast majority of the base data required for the handbook.Follow up evaluation of additional material needs are expected to be collected by phone, email,or conference call. Phase 2 will involve working to complete an initial draft of the materials (35%milestone)and deliver it to AEA.We will gather their feedback and make any needed adjustments.A second draft will be delivered at the 65%completion milestone and a third draft delivered when the work is 95%complete. This will insure that as the work progresses,the handbook design,data,and information is meeting all AEA requirements. Phase 3 will involve delivery of the final products (100%completions)on the AEA web site in addition to presenting our results to AEA and community members in Anchorage,Fairbanks,and Ketchikan. A detailed description of each of these three proposed work phases are detailed below,for your consideration. 3.1 Phase 1-Work launch and data collection As part of Phase 1 activities,we will work with AEA staff to develop an agenda for an initial conference call.Our team will then conduct the call with AEA staff and interested community members.We will present an overview of the project objectives,key goals and tasks,our work approach,data needs,and our expected timeline. 10 The main focus of our work will be on two areas of Alaska initially,the Southeast Island School District and communities around Fairbanks.We will start with the Southeast Island School District given its existing successful wood-boiler systems for running four greenhouses.It is also expected their experience will form the basis for most of the curriculum for the handbook.However,we also plan to engage with other communities across Alaska as part of the data collection work for example the community of Tok and other rural communities in the Fairbanks region. Key considerations for Phase one will be planning site visits.Existing literature and data that is available on biomass heating systems in Alaska,business plans for greenhouse operations,biomass supply data, as well as other relevant background data can be collected electronically by email or delivered by regular mail.However,given weather and logistical constraints for travel within Alaska,we will want to make plans for the site visits as soon as possible once beginning our work.Our plan is to fly into Anchorage initially then visit community leaders in Fairbanks,followed by a final visit to Southeast Island School District via Ketchikan. While the initial site-visit plans are being developed,Oregon based team member (Matt Delaney)will engage with USFS personnel at the Pacific Northwest Research Station in Portland.Specifically Eini Lowell and Glenn Christenson.Eini Lowell was the lead author of the 2015 Community Biomass Handbook for Alaska.Matt Delaney will schedule a meeting with Eini Lowell to discuss USFS handbook resources that are available (photos,data,and other relevant materials)for potential use in the AEA handbook.Since this AEA effort is being funded by the USFS,and the final product will be publicly available (and not sold for commercial purposes)we should be able to use a lot of the USFS community biomass handbook information for the AEA biomass fueled greenhouse handbook. The second person Matt Delaney will engage with at the USFS office in Portland is employee Glen Christenson.Glen manages the USFS Forest Inventory and Analysis (FIA)database for Alaska.Matt Delaney has worked with Glen on a past forest resource projects in Alaska.Glen Christenson and others that are part of the FIA office in Portland,have a great deal of information about forest resources across Alaska,which will help inform Chapter 9 of the handbook:"Biomass resources in Alaska”.FIA information will be supplemented by other resources as well,using Clare Doig's knowledge of available biomass resource datasets in the State that are available from the Alaska Division of Forestry and other agencies. Our overall plan for Phase 1 data collection is to compile the information into the chapter topics of the handbook.AEA provided a draft version of the handbook table of contents (RFP page 17)which are as follows: Planning your biomass-heated greenhouse Business Plan Greenhouse Design Greenhouse Selection Building Efficiency Biomass Boilers Thermal Storage Integration of Boilers into greenhouse systems .Biomass Resources in Alaska 10.O&MOMPNAMAWNE 11 11.Greenhouse operation 12.Curriculum 13.Funding Opportunities Given the relatively short time frame of this project (10 months at best)and limited weather windows for site visits to remote areas of Alaska,local assistance and cooperation will be key to project success. Given our existing team's experience both with forest biomass energy systems,coordinating forest inventory work in the remotest parts of Alaska,and local knowledge of literature data on state efforts on biomass energy (e.g.the USFS Biomass Handbooks volumes 1 and 2 among other resources)our efforts will be geared towards collecting and compiling existing information,not developing a great deal of original content. Outcomes for phase 1:By August 31,2016 Matt Delaney will provide a letter to the AEA committee about the status of our data collection efforts and report on our plans to complete the first draft. 3.2 Phase 2-Interim work products Following completion of Phase 1,we will have about 30 days to create the initial 35%draft of the handbook using all the material collected.Chachka Group will create this draft product by completing the following steps after receiving all of the collected information from our Phase 1 data collection efforts: Edit handbook content Initial design of the handbook layout in InDesign Typeset draft content into handbook layout Produce initial artwork,graphs,photo editing,etc.for handbook Proof initial handbook contentWPwWnNP At the completion of these five steps,Matt Delaney and Chachka Group will organize a webinar conference call with the AEA committee to present this initial draft work product.The target date for the webinar will be Friday,September 30.One week before the scheduled conference call (September 23"),out team will send the 35%draft product for AEA committee member review. Following the September 30"conference call,our team will incorporate AEA committee feedback on the initial draft work product and initiate efforts to compile the 65%draft version of the product.This aspect of the work will involve filling out more of the handbook content from the initial 35%draft version. it is difficult to estimate the exact sequence in which each handbook topic will be developed as our team moves from 35%completion to the 65%milestone.We anticipate that chapters 2 (Business plan)and 12 (curriculum)will be completed towards the end of our project timeline (65%to 95%timeframe).The reason being that the business plan topic will be informed by the case study data we collect and analyze, the financial analysis specifications,and other variables.Before we can finalize content for the business plan topic we will need to first gather base operational data from case studies.Likewise,the curriculum content will also be driven by our findings in the earlier phases of the project. Work during the 65%portion of our timeline will be focused on filing in gaps from our initial data collection and compiling existing literature,incorporating feedback received from AEA stakeholders,and 12 refining and building out the handbook chapters.We will provide a second draft of the handbook (65%) for the AEA committee by November 18",2016 and present our findings by webinar conference call before the Thanksgiving holiday. Following feedback from the AEA committee,our team will work to reach the 95%completion time frame for the handbook.By this time,we expect to have the information nearly complete for Chapters 2 and 12 (the business plan and the curriculum)and all the other topics in the TOC. Chachka Group and other team members will complete final edits of the handbook content,incorporate final artwork,photos,and graphs and convert the draft layout in InDesign and convert it to a flowable e- book.Once that is beta tested by AEA staff,Chachka Group will coordinate uploading the e-book to the AEA website. Outcomes for Phase 2-the outcomes for this phase will be delivery of the 95%completed version of the handbook for AEA,which will be delivered by January 30,2017. 3.3 Phase 3-Final deliverables The final phase of the work will involve delivery of all the final products (both electronic files and five copies of the in-print versions).Work for phase three will include presentations in Anchorage, Fairbanks,and Ketchikan.The RFP does not state the specific venues for each of the presentations. For purposes of our budget and travel estimates (detailed below in the cost sheet)we will suggest the Anchorage meeting be held at AEA offices.We will coordinate with Karen Petersen to book a venue at the University of Alaska-Fairbanks campus for the second presentation.The third and final presentation will be at the University of Alaska--Southeast campus in Ketchikan.Our budget includes dollars for meeting costs at the University of Alaska,Fairbanks and the Southeast campus.We did not budget for meeting costs at AEA offices in Anchorage. Outcomes for Phase 3-the outcome of this aspect of the work will be completion of all three presentations by February 28,2017.Delivery of all project files,assessment tools,copies of presentations will also be provided by the first week of March 2017.The 100%completed handbook will be on the AEA web site as well as an in-print copy by March 31,2017. In total the entire project is expected to take no more than 10 months to complete once work is initiated,with the first draft of the handbook delivered by the end of September 2016.The major project tasks are shown below.Project timeline and costs are included in Section 5.0 and Appendix 1. 13 Project Phase Task Description Project launch 1 Work with AEA staff to develop project launch conference call agenda 2 Host conference call with AEA,project team and community stakeholders 3 _Initiate planning for site visits 4 Obtain literature source data on greenhouse operations in Alaska,and biomass resources in the state 5 Visit sites in Alaska to collect operational data on greenhouse projects,collect refined information on biomass resources &markets,visit pellet producers, and local community members at school districts and rural communities 6 Draft handbook design and layout in InDesign Typeset content into handbook layout Data collection Interim work 7 'Deliver 35%,65%,and 95%drafts of handbook to AEA products 8 Complete 35%,65%,and 95%conference call presentations to AEA Final 9 Present products and findings in Anchorage,Fairbanks,and Ketchikan deliverables 10 Upload final e-book to AEA web site,deliver all product files 4.0 Meet our team members Matt Delaney,owner of Delaney Forestry Services LLC,holds a M.S.degree in forestry from the University of Illinois and a B.S.in Environmental Studies from the SUNY College of Environmental Science and Forestry.In April of 2016,with funding from the US Forest Service,he completed work ona farm- scale biomass energy feasibility project to assess combined heat and power systems to run greenhouses for vegetable production.The goal of the project was to see if multiple natura!resource challenges could be addressed simultaneously (wildfire risk reduction,air-quality degradation,and drought mitigation)through a diversified farm-scale biomass energy generation approach. In the spring of 2015,Matt Delaney led a grant writingteam that securedaUS Bw aForestServiceWoodUtilizationAssistanceprogramawardtodevelopbiochar-*fey markets made from low-value forest biomass.He is currently working with a fy *varmye diverse team of researchers at Oregon State University and the USDA o 5 }we (,eAgriculturalResearchServiceinadditiontoprivatesectorindustrypartners,to gr®-.) #:* 'develop markets for biochar products made from low-value forest biomass.Yate MG Matt Delaney has 20 years of experience in forestry,biomass energy systems,ng ,/,/\forest biomass,and non-timber based wood product development.He also i?;}.3,' serves on the Oregon Statewide Wood Energy Team.See his web page here). a.a es 14 Laura Crocker,Director of Chachka Group,has 20 years of experience in graphic design,marketing,photography,web development,e-book and print projects. She manages a unique collection of artists,writers,designers,photographers and programmers who transform everyday advertising into something special. She has a Bachelor's degree in Journalism from the University of Oregon.See Laura's Linkedin profile here. Clare Doig,owner of Forest &Land Management Inc.,is a professional forester with experience in all regions of Alaska and the Pacific Northwest.He has managed forest operations,land management,timber sales,large property transactions,forest stewardship planning,silvicultural prescriptions,and has served as an expert witness in timber industry litigation.His experience includes resource assessments for woody biomass feasibility studies,and carbon sequestration projects.See Clare's Linkedin profile here. 15 5.0 Offeror Price Proposal Form Quotation This bid price is inclusive of ail the respondents costs associated with completing the services to be provided as described in the AEA Request for Proposals #16106,DOA 2016-0800-3410.This budget is considered a "not to exceed”value for time &materials to produce the handbook.This bid price is valid for 90 days. Phasela -$4,000 Phase 1b $23,700 Phase 2 $54,000 Phase 3 $18,000 Total $99,700 Authorized signature: Matt Delaney y ZA)-,ZZOwner,Delaney Forestry Services 38674 Harrington Drive Date: Lebanon,OR 97355 - (541)990-4306 >/2 2SEYWL Phase 1-Work launch and data collection The costs of developing the agenda,reaching out to community stakeholders,completing the conference call,and initiate the planning for the field visits is estimated to cost $4,000. Conducting the site visits in Alaska for case-study data collection,collecting other handbook content materials,reviewing and compiling all of the information,visiting with USFS contacts in Portland Oregon, as well as preparing a data collection status letter (August 31,2016 delivery)is estimated to costs $23,700. Phase 2--Interim work products The work to create the 35%,65%,and 95%drafts of the handbook for delivery to AEA including webinar conference calls with the AEA committee,design,editing,and layout of the e-book,and delivery of 95% draft is estimated to cost $54,000. Phase 3 Final deliverables Final deliverables both electronic files and copies of the in-print versions will be presented at AEA offices in Anchorage as well as venues in Fairbanks and Ketchikan.The 100%completed handbook will also be placed on the AEA web site as well as an in-print copy by March 31,2017.Costs for phase three are $18,000.Our budget estimate anticipates AEA covering the costs of the conference room at their offices.We have budgeted dollars to cover venue costs in Fairbanks and Ketchikan. 16 Appendix 1.Timeline and costs Project Phase Task Description Delivery Costs data (S) 1 (A)1 Work with AEA staff to develop project launch 6/15/16 Project conference call agenda launch 2 Host conference call with AEA,project team and 6/20/16 community stakeholders 3 Initiate planning for site visits 6/26/16 Subtotal $4,000 1 (B)4 Obtain literature source data on greenhouse 7/10/16 Data operations in Alaska,and biomass resources in the collection state 5 _Visit sites in Alaska to collect operational data on 7/15/16 greenhouse projects,collect refined information on biomass resources &markets,visit pellet producers, and local community members at school districts and rural communities 6 'Draft handbook design and layout in InDesign 9/23/16 Typeset content into handbook layout Subtotal $23,700 2 Interim 7 a.Deliver 35%version of handbook to AEA 9/23/16 work b.Deliver 65%version of handbook to AEA 11/18/16 products c.Deliver 95%version of handbook to AEA 01/31/17 8 a.Complete 35%conference call with AEA 9/30/16 b.Complete 65%conference call with AEA 11/22/16 c.Complete 95%conference call with AEA 02/06/17 Subtotal $54,000 3.Final 9 Present products and findings in Anchorage,Fairbanks,02/28/17 deliverables and Ketchikan 10 Upload final e-book to AEA web site,deliver all product 03/31/17 files Subtotal $18,000 Grand total $99,700 17 Corporate Supporters ABS Alaskan Alaska Housing Finance Corporation (AHFC) BP Capitol Glass/ Northerm Windows Chena Hot Springs Resort Cook Inlet Housing Authority Demilec (USA)Inc. GW Scientific Insulfoam,LLC Interior Alaska Building Association (ABA) Interior Regional Housing Authority Lucky Supply Norton Sound Health Corp Panasonic Eco Solutions Rasmuson Foundation Robert Grove Spenard Builders Supply (SBS) Thermo-Kool of Alaska Triodetic,Inc. Usibelli Coal Mine,Inc. Wallace Foundation Wisdom &Associate Foundation Supporters Denali State Bank Ghemm Co. Hébert Homes Hoffer Glass Company Lifewater Engineering Mt.McKinley Bank Northern Southeast Alaska Building Industry Assoc. Spinell Homes,Inc. Board of Directors Bert Bell,Chair Andre Spinelli,Vice Chair Alan Wilson,Sec Aaron Hines,Treas Joe Beedle Scott Cragun Daniel Fauske Michael Hoffman Dave Owens Dena Strait Daniel White CoLbD CLIMATE HOUSING RESEARCH CENTER CCHRC Cold Climate Housing Research Center PO Box 82489 Fairbanks,AK 99708 To Whom It May Concern: Enclosed please find the Cold Climate Housing Research Center's (CCHRC)response to the Alaska Energy Authority's Request for Proposals 16106 /DOA 2016-0800- 3410 for a Biomass Fueled Greenhouse Handbook.This proposal is valid for 90 days from May 25,2016,the closing date for proposals. Michele Doyle-Brewer,Chief Operations Officer at CCHRC shall be the point of contact for any correspondence related to this proposal.Please use the following contact information: Michele Doyle-Brewer PO Box 82489 Fairbanks,AK 99708 michele@cchrc.org 907-457-3454 CCHRC is a 501(c)3 non-profit organization,fully licensed and insured as a vendor in the State of Alaska.CCHRC's Alaska business license number is 410095. CCHRC is unaware of any real or perceived conflict of interest between CCHRC and its listed subcontractors and any individual or organization related to AEA RFP 16106 /DOA 2016-0800-3410. Sincerely, Mithele Doyle Chief Operations Officer P.O.Box 82489,Fairbanks,AK 99708 +907.457.3454 +Fax:907.457.3456 www.cchrc.org eo "ECHRC RFP #16106 DOA 2016-0800-3410 Cold Climate Housing Research Center May 20,2016 CONTENTS 1.Understanding of Project and COMMItMENE ...........cccsscesscsseesscesecsscssesnecenevsnevsnevsnecetecsssstsanevstassecsascaescsesessesseusseassuss 3 A.Understanding of Project 0....sessssessssssssssesseseceeseneeesesssesanesesescenececeseesssssensscneeeasacensescnssnessesessesesaseesnesaneeseesens 3 B.EXPCri€NCe .....ccescsssessscevssscsseceseseecssasseeseuesseessevsnersneaecsscesssnecssesseenecesesasensesssesscensacnsasseepacesseecesaeseesuseesessassnesentses3 C.Potential ISSUCS ose ecssssccsscsssscesscssssscerscnesseeeceeesssssaeenesecescessussssesessssesssesseesseesssessecsssseesnseaessaessesseesaesaeenseneees 6 D.Availability...cece ccccseesececsensenseceseencesseesanesaeeeaseaesscesseeeaeessseacesevacevscessenseesdesscessssasesssesusesesdsessasseeanssseesssesseses 8 2.Project Approach and Work Planhn.......cccsccssscssstccssccsssccsssceseecssseesnscsssescsssessescsssceessssssseesescsesesnseessuessssecsuseesatessuessnerenes 8 A.APProach we eee ecsceseecceneeeeteceteceeseeeesecsetencesaseeesseeseseceedsenennensadeneusasesaseseeerenenecsaesenesasenessasedecsesedessesnenevensasesetenens 8 B.Work Plan and Timeline ..........ccccsscscsscsnecscneesaseseseseceeeacesssesesaeeoesesesesenesecneseseeesecsessesenasessesenaseseneeaseceneeesansaesenae 9 3.Project Mamagement ..............:ccesssccsessscesesceceeenecenensenenseseaeesssesescseneeeseeeesasessseseseessssasesesseesnoneessesesensesseseneeuessenenesanens 11 A.CCHRC HIStory ........ccceeccseeesennecesceaseseneeseseseseseseasensseneensesensseceeasesdseenseenenssaecansseeecensndeeeceesesnsseecseaesseadesnsuaesceuseseues 11 B.CCHRC Ownership and Principal Officers ....0.....sees seecesesesesseeseeeeseesteeseseseseseesseeseessencssseuseesesssesauseuseessenseessenanes 11 C.Project Tear Structure ........cesscccssscseseseseneseneeesesneeeseseeessseaseneseeeeseeeeseseeeseseasesessaeesesdacasendseseseasasanneseossaseeseseesuas 11 D.Organizational Chart .........cccssssccssssseceseeseetsneseseseeeseessaesseeseeseseseessaesssesessseeseseenssaseesseesseuesessceuseseeeusenaneseseseaseass 12 E.Experience relating to services from this RFP .........cccccsccssssscssesssssensssssenssenssenseesseusessseenseseesesecasesneeessseaseneenerens 13 F.OFFICES...ccsccsccsssescsssessecssessrecsecsseceuersneesaeeneeneceaeeeceeceeeneneeeedaeseaaeeneeodeesdsosdsusesssesaesasessssssueeeuenseeaesseteneuenesaatenenes 13 G.Major Claims or laWSUits.........cscscecseeeceseseeereneeesesssessesansnesessnsasscesavansussuscssseseeasssssesesesanaceasssauenssseensenasaaengsasaes 13 4.Personnel Experience and Qualification...esssescssssssesessesenessesesssssesenessesesscssessasescnsssensesseussaseasevareneassonsseeesnons 14 A.Direction and Coordination of Activities 0.20.0...tesscsesecssesecsseseseceessnesessessseseussssusesussassesesersseranceacseessoneseeessenees 14 B.Current and Expected Workload .........:csssescsssssssessceessseseeressseesssscsessessssessasenssasacenensscateseenesaeseeesessessnseesaeenesenans 14 C.Experience and Project Duties 20....ccccescscssssssescseeseneseneseressaenssessasesesesceseeeseeeeseesesaeeeeasenseseneacnaeasaaenaaaseneensanene 15 Half Page RESUMES.........cccssesssessceceesseeeserencesesseeseasssusseussassesesscneeeneeuneasseessresnecsecagecsesnenanessneseeeesseseneonepaeseeenaeenaae 17 GS.REFEFENCES ....cccccecsessssseeesesscessreceeesessceseecsenecseessecasessecsacesecenesenesaceosaesdessssssassussansuanenesesesssnaeesenneteanenasensensesenenenaeenaags 21 G6.Cost PropOSal ......cccccscssesecsessesceccsseceeceeesesscecesenseeesssssssersssssasesssansseessaeesearassnsssensnesenseseeesensnaneaaaenceasesaeesassensnerssars 21 APPeNdix......scscsceccscescecesceseesencecessenerarsessesavssssasaseusssneneessesensesanssssssessasesseneeceateneneeseasasenensenesessssenasnsaqassevsnssesecesanentenenes 22 A,Letters Of SUPPOFT oc.eccsececcscesesersteneecscsensssensnsnasessusecseseesseceseesesecgneassesssaeeasatsarereensenenseceseseneneneaseeeusenseausenes22 B.SUbCONtrAaCtOr RESUMES .....ccesccscccsscecssrecseecsensseseessenensdcasenesseesssssasneeseceesseesseecesensedenseeeeeneneneseeeeesasesnoasaaesesanseees 23 C.Budget Attachment ........:scceescssssssssssessessssereseneseseesseesensssesessssesenesassseneaeresaseeenssesseaassusesesseneserserensceseneeeesenenennens 23 °"ECHR 1.UNDERSTANDING OF PROJECT AND COMMITMENT The purpose of this project is to provide an overview and pathway for school districts interested in building and operating biomass heated greenhouses.The handbook format is intended to be accessible to administrators and teachers,and contain information and considerations relevant to both groups.This format will organize the content into concise sections,will be easy to pick up and navigate,and be written in readily understandable language with pictures and graphics to help people visualize necessary steps.In addition to providing a general overview with the critical information required to get started,this handbook will build on the previous biomass guidebooks from the US Forest Service as well as other existing material.Finally,this Biomass Greenhouse Handbook will contain an appendix connecting people to additional ongoing education resources,and other research school districts may use to help their projects grow. A.UNDERSTANDING OF PROJECT CCHRC and our subcontractors understand the scope of this project to include all aspects of producing an electronic handbook on the subject of biomass-heated greenhouses for schools in Alaska.The primary audience members for this handbook are schools in Alaska with biomass resources looking to improve their local community with a greenhouse.Secondary audience members may include:schools with no biomass resources but a desire to implement a greenhouse with other resources,community organizations that could implement a greenhouse with local resources,or individuals in Alaska with a desire to learn more about biomass-heating or greenhouses for their own homes. The detailed work plan for the production of the electronic handbook is described in section 2B,but in general we expect the scope of work to include the following steps: 1.Close coordination among the project team,including the team at CCHRC,subcontractors (Renewable Energy Alaska Program (REAP),Grow Southeast,UAF School of Natural Resources and Extension,and the Southeast island School District (SISD)),and the steering committee established by the funder. Coordination with potential audience members,project team members,and the steering committee to produce a final handbook outline that meets the project goals and reflects topics with information available. Broad-based information gathering from resources within and outside of Alaska on topics relevant to schools interested in building and operating biomass heated greenhouses.Information will be gathered in the form of literature,publications,interviews,videos,and diagrams. Drafting of text and graphics for the handbook and placing these into an organized layout. Review of the draft handbook by the project team,steering committee,representativesofthe audience -.-of the handbook,and experts in hepCopy-edit of the handbook for grammar and appropriate reading level. Ensuring that the final handbook appears in a format appropriate for print copies,ebooks,and online distribution. B.EXPERIENCE CCHRC has more than ten years of experience gathering information,synthesizing research into concise and audience-appropriate text,producing graphics,and bringing handbooks to publication on a wide variety of topics. Many of these handbooks have been produced in collaboration with other agencies,demonstrating our ability to lead a team of employees from diverse backgrounds,locations,and disciplines. '"€CHREvee In 2009 CCHRC wrote and published the REMOTE Manual,an illustrated construction guide for contractors and homeowners.REMOTE is an energy efficient residential construction technique refined by CCHRC that integrates several air sealing and insulation methods tailored specifically for homes in cold climates.The current version of the REMOTE Manual is available here: http://www.cchrc.org/docs/best_practices/REMOTE Manual.pdf CCHRC worked with a multi-agency team led by the City of Fairbanks to design,write,and publish the Green Infrastructure Resource Guide for Fairbanks,Alaska in 2011.The guide was developed to help improve local water quality by reducing runoff into the Chena River.The Resource Guide provides homeowners with easy-to-follow instructions for several landscaping projects that they can implement on their property.The second edition of the Resource Guide is available here: http://www.cchrc.org/sites/default/files/docs/Gl_Manual April 2012.pdf CCHRC's Your Northern Home website is an interactive website that features our videos,podcasts, research reports,articles,and building plans.The site covers every component of the home,from foundations to building envelopes to heating systems,searchable by component.It's geared toward homeowners,home buyers,residential contractors,students and teachers,and visitors from outside Alaska. http://www.cchrc.org/yourhouse/ Following the 2011 Crooked Creek breakup flooding,CCHRC developed the Disaster Housing Matrix with support from the State of Alaska Department of Homeland Security and Emergency Management.This Manual introduces a variety of considerations and outlines a number of challenges facing housing construction in Alaska.While the content is geared towards organizations outside of Alaska preparing to build disaster relief housing,it is also accessible to homeowners,and provides an overview of residential construction techniques/technology for the various regions in the state.This extensive document also includes worksheets and activities for organizations to complete an initial cold climate housing design needs assessment. CCHRC +DHS&EM Disaster Housing Matrix in 2013,CCHRC wrote the Alaska Consumer Guide to Home Heating on behalf of the Alaska Housing Finance Corporation (AHFC).This handbook covers heating system basics and includes specific information on different heating options available to Alaskans.It leaves readers with action checklists and additional resources. http://www.cchrc.org/sites/default/files/docs/Consumer_Guide Home Heating.pdf. In 2006 CCHRC's subcontractor REAP published the first ever comprehensive atlas detailing Alaska's renewable energy resources in cooperation with AEA.The atlas covers wind,solar,geothermal,hydro, biomass,and tidal resources,and also includes information on energy efficiency and existing renewable energy projects in Alaska.The atlas has since been updated three times with the most recent version released in April 2016. http://www.akenergyauthority.org/Portals/0/Publications/2015LowRes.pdf?ver=2016-04-21-120237-447 Grow Southeast has developed a Teacher Guide and Activity Manual specifically for school greenhouses in Southeast Alaska schools,through the Traveling Greenhouse Project.This project was developed to kick start school gardens and greenhouses around the region.This resource specifically guides educators through plant selection and greenhouse planning for Southeast Alaskan conditions.Grow Southeast has worked with numerous schools throughout the region on school garden initiatives and agriculture education,additionally Grow Southeast organized the regional Southeast Alaska Farm and Fish to Schools Conference. http://sustainablesoutheast.net/traveling-greenhouse/ e”CCHRC Furthermore,our team has experience with the subject matter covered in the scope of work. e Biomass fe)CCHRC operates several biomass heating appliances in its Research and Testing facility,including a masonry heater and a pellet boiler.In addition,we have operated a wood boiler in conjunction with a thermal storage tank.Our staff partnered with Sierra Research to study wood storage best practices for the Fairbanks area,informing homeowners how to store firewood for efficient,low- emission burning {a short flyer on the project can be found at http://www.cchrc.org/sites/default/files/docs/curing firewood.pdf) REAP works closely with SSP communities on energy efficiency and biomass projects.Currently, four SSP communities are making progress toward biomass projects,including:Hydaburg School biomass and Greenhouse (design),Klawock School District biomass (design),the Organized Village of Kake at the Kake School (design and construction),and the Hoonah Indian Association biomass district heating and greenhouse (feasibility).REAP is working on project development with Kake and Hoonah and possibly Klawock through the Sustainable Southeast Partnership. SISD is currently operating wood-fired boilers at three sites:Thorne Bay School,Kasaan School, and Coffman Cove.Whale Pass,Nauakti,and Hollis will be coming on line in the next year.SISD will also be installing one at Hydaburg School in Hydaburg City School District. e Building efficiency [e]The CCHRC Research and Testing Facility is the farthest-north LEED-platinum building in the world.CCHRC has been involved in the design,construction,and monitoring of energy efficient structures all over Alaska.CCHRC's prototype homes,which can be found in communities from Anaktuvuk Pass to Buckland to Quinhagak to Fairbanks,are designed to reflect community building practices and reduce fuel usage.REAP has prioritized energy efficiency as part of a clean energy future since its inception in 2004.Most recently REAP has partnered with the U.S. Department of Agriculture,Sustainable Southeast Partnership,Southeast Conference and the Alaska Housing Finance Corporation to coordinate and provide Level |Energy Audits for non- residential buildings in Southeast Alaska.Direct and continued communication and education is a key cornerstone of the program. e Thermal storage °CCHRC has operated multiple thermal storage systems in their Fairbanks facility.Currently,part of the CCHRC building is heated using thermal storage as part of an integrated solar/biomass heating system (more information and live system data can be found at http://www.cchrc.org/therma!-storage-demonstration-cchrc).In the past,thermal storage has been coupled with a wood boiler to provide domestic hot water from solar thermal panels. CCHRC has also authored a technical assessment on thermal storage (http://www.cchrc.org/thermal-storage-technology-assessment )and published an article in the Journal of Cold Regions Engineering on the use of thermal mass in cold climates,in addition to producing two videos on the topic for Alaska homeowners (http://www.cchrc.org/thermal-mass- study ). e Greenhouses and plant selection [e) \ 1 Horticulture professor Meriam Karlsson has significant experience in the management of greenhouses for crop production.She was involved in the design,construction and start-up of the UAF Arctic Health Research Greenhouse and now manages the facility for research and instructional activities. "ECHRESy o SISD has four aquaponic greenhouses in operation.Colter Barnes,principal,is the greenhouse manager and has a broad background in agricultural projects. o CCHRC has a green roof and natural landscaping coordinated by the architectural landscaper, Devta Khalsa.Devta also works with schools and organizations to select appropriate plants for their own greenhouses or landscaping. °*O&M o CCHRC is heavily involved in the O&M of all mechanical systems in their building,employing an in-house building manager to continually refine and improve our systems.CCHRC also writes O&M plans for our prototype homes and have produced outreach materials to inform homeowners about building systems,their purpose,and required maintenance.For instance, CCHRC produced an instructional video for homeowners on how to operate an integrated heating and ventilation system and educational diagrams to help occupants understand ventilation systems. o Meriam Karlsson manages the day to day operations of the UAF Arctic Health Research Greenhouse. e =Curriculum o CCHRC staff regularly review curriculum for Raising Educational Achievement through Cultural Heritage Program at the University of Alaska Fairbanks (REACH)and frequently gives tours and presentations about energy efficiency and design to elementary and high school students.In 2011 CCHRC worked with the University of Alaska Fairbanks to create K-12 curriculum for Alaska schools that focuses on energy efficiency (called AK EnergySmart). o SISD has been working toward curriculum for their existing greenhouses;they will provide insight and review for curriculum ideas for this handbook. e Business/Funding o SISD's grant writer,Priscilla Goulding,has experience with grant writing and has secured funding for many of the school district's biomass and agricultural projects. o UAF Community and Technical College professor emeritus of Applied Business Charlie Dexter has volunteered to provide input and review for the general aspects of business planning. CCHRC is committed to approaching projects in a holistic and comprehensive manner.CCHRC routinely answers questions from homeowners and builders on implementing greenhouses at their homes,and works with university students and schools throughout Alaska.Much of CCHRC's experience with handbooks relates directly to the built environment;CCHRC is excited to work with partners on a handbook for biomass-heated greenhouses for schools. {t is a chance to expand CCHRC's ability to provide information to builders and homeowners in Alaska as well as address healthy communities from a new angle. C.POTENTIAL ISSUES CCHRC has identified several issues associated with the broad range of topics in the handbook and the large geographical region of potential audience members.However,we are confident these issues can be addressed through planning and regular communication. Issue Information needs to be gathered from people and organizations across Alaska.J sotution CCHRC,SISD,REAP,and Grow Southeast staff will conduct interviews in person as possible.As staff from these organizations are located in different communities (Fairbanks,Anchorage,Juneau,and Prince of Wales Island)we will be able to cover a wide array of geographical areas.For interviewees outside of these locations,we 6 ."ECHRE"eo will attempt to coincide interviews with staff travel,or use colleagues,such as the community catalysts from the Sustainable Southeast Partnership,to conduct interviews.Further,REAP and Grow Southeast will leverage travel funding through the Sustainable Southeast Partnership to travel to various southeast communities,including Prince of Wales Island communities,Kake,Hoonah,Yakutat,and Sitka.This will allow us to capture photos,video, and diagrams that would otherwise be unavailable.If an in-person interview is not possible,interviews will be conducted via telephone or email. Issue The timeframe for this project (July 2016 to March 2017)is short for the development and publication of a handbook. Solution To meet the goal of having an initial handbook draft by September 30,2016 and the deadline for a completed handbook by March 31,2017,CCHRC will work with AEA's steering committee at the start of the project to ensure mutual understanding of AEA's priorities for the desired handbook content.The current draft table of contents is broad and diverse,and may require clarification and refinement to retain the project timeline. This will help provide the best focus for CCHRC and its subcontractors in acquiring information during the interviews,literature search,and other project work. To work expeditiously and efficiently,multiple staff from CCHRC and its subcontractors will be available to work concurrently on the handbook in multiple capacities.For example,work on the handbook layout and formatting could proceed in parallel with the development of the handbook content once CCHRC and the steering committee agree ona table of contents.Throughout the project,regular coordination between CCHRC,its subcontractors,and the steering committee will ensure on-time completion of each milestone. Issue Project partners are in different communities and coordination of efforts will be necessary. Solution We will organize regular project check-ins.This will allow all parties to update each other on tasks completed and next steps as well as coordinating any collaborative efforts.We plan to utilize Google Drive to store project files and edit documents.This format allows multiple individuals to access and edit single document versions.All of the project partners are accustomed to working remotely,and furthermore CCHRC has collaborated with REAP on prior curriculum development work. Issue We recognize the need to compensate people spending substantial time on the project outside of CCHRC and our subcontractors.This project will gather information from a number of individuals and organizations in addition to soliciting review of portions of the chapters from subject experts or representative audience members.While many of these individuals or organizations have the capacity to donate time to the effort,or will require only little effort on their part,we anticipate that some others will contribute substantial amounts of their own time outside of their regular employment. Solution We have budgeted to compensate individuals and organizations that spend in excess of two hours ntributing to the project outside of their typical job duties.This compensation will come in the form of a check up to a maximum amount of $600.CCHRC will write the checks-and-assumethetiabilityfortheinformation contributed.Should the Alaska Energy Authority not allow this under the conditions of this contract,CCHRC will provide the checks outside of this grant utilizing oursavings.accountta addition,we will list all contributors to thehandbookonanacknowledgementspageandlistanypartycontributinginexcessof80hoursasacontributing author. !"€CHREMyf D.AVAILABILITY CCHRC staff routinely work on a wide variety of projects.In order to ensure high-quality work and timeliness,staff regularly share workloads.We anticipate having eight staff members working on this handbook.Current availabilities range from 25%of time to 75%of time during the project period.Other projects for these staff during the period ofJuly 2016 to March 2017 include a statewide housing assessment,energy efficiency retrofit projects, heating appliance and building monitoring projects,and routine outreach tasks. As there are duplicate skill sets among these eight individuals at CCHRC,it is expected that should one become unavailable,the remaining seven will be able to complete the work.As a further check,we have alternate staff members who will be ready to work on the project should it become necessary.We do not anticipate any conflicts arising. REAP's Energy Efficiency Director,Shaina Kilcoyne,works on a variety of energy projects in Southeast Alaska as the Regional Energy Catalyst for the Sustainable Southeast Partnership.Ms.Kilcoyne travels to Southeast Alaska from Anchorage at least once per month.As this project aligns well with her ongoing work,availability is not limited during this timeframe. Grow Southeast's Lia Heifetz works on a variety of food sustainability projects throughout Southeast Alaska as the Food Security Catalyst for the Sustainable Southeast Partnership.Lia lives in Juneau and works throughout Southeast Alaska on community based and regional food security efforts.This project aligns and complements her ongoing work. Southeast Island School District staff will be in the office part time during July but will be available full time beginning with the start of the schoo!year.They expect their hours to occur in two to four hour periods that they ill be able to partially accommodate during the school days.The remaining hours they will treat as an extracurricular activity and will work by staying after school or on a Saturday.The hours will be spread over multiple employees over the nine month contract.Communication will primarily go through Priscilla Goulding,the SISD grant writer,who works in the district office and can attend teleconferences during the school day.All other staff that will have involvement in this project will be available during the school year. Horticulture professor Meriam Karlsson works as a faculty member in the UAF School of Natural Resources and Extension.Workload responsibilities in academic,research and outreach activities are defined on an annual basis. The schedule during the academic year and summer months allows for some flexibility in the completion of assigned work tasks.Assistance in the development and completion of the proposed handbook can therefore,be accommodated in the July 2016 to March 2017 time frame. 2.PROJECT APPROACH AND WORK PLAN A.APPROACH Overall strategy:The project team will approach the handbook content with a "broad to narrow”strategy.We will begin by examining the scope of work from the RFP and dividing up the subjects and geographical areas amongst the team members.This plan will be presented to the steering committee to ensure that it is in line with their vision for the handbook.Then staff will gather information from readily available resources on the areas in which they were assigned:interviewing people with experience in the content areas,searching for similar resources outside of Alaska,and gathering existing literature.Our project team will then meet to discuss how this ""CcHRE information fits into the outline and consider our audience for the handbook.For example,how can this book be organized so that a school could pick it up and easily know the important steps to plan and implement a greenhouse project?We'll complement that question with discussions on which subjects have sufficient content to be a chapter or subtopic,and which information should be placed in a sidebar or appendix.The outline will be presented to the steering committee again to ensure that the handbook is developing into a resource that fits their vision.The next step will be to draft the text and graphics for the handbook.This content will be checked for accuracy through expert reviews,and checked for relevancy through reviews by potential audience members.We will also solicit feedback from the steering committee on the draft.Finally,the handbook will be edited for grammar,appropriate reading level,and format before proceeding to publication. Content and layout:The two project tasks of drafting text and creating a professional layout will be addressed simultaneously,not sequentially,to ensure timely completion.Rough layout work will begin during the information gathering,and graphics and photos will be added along with text.Final text revisions will coincide with adding any multimedia content and finishing the last layout tasks. Division of labor:CCHRC will handle the writing,layout,and publication.As the handbook will be drafted using Adobe InDesign software,it will be stored locally.CCHRC and its subcontractors will all be involved in the information gathering and review portions of the task list.Tasks will be divided by subject area and geographical location so that,when possible,outside experts will be interviewed in person by someone familiar with their subject.For instance,CCHRC will interview parties in Interior Alaska,REAP and Grow Southeast will gather information in Southeast Alaska,and SISD will interview staff members key to implementing their biomass greenhouses.Frequent team teleconferences and a task checklist will ensure that the team remains coordinated through both the information gathering and review phases. B.WORK PLAN AND TIMELINE This timeline assumes a start date of July 1,2016.We anticipate it would shift accordingly for start dates before or after July 1. Project kickoff and scope The project team will meet to discuss and refine the scope of work |Scope of work to of work from the proposal.Refining the outline from the proposal to focus |steering it on topics that are most important to the steering committee will |committee July help to determine the best methods to collect information on the 15,2016 key subject areas in different locations in Alaska.We will divide up who will be responsible for gathering information in each subject area and location so that each team member leaves with a task list with which to begin the next project phase.CCHRC will provide the steering committee with the scope of work to be used during information gathering and will welcome feedback during the information gathering phase. Initial information After receiving feedback from the steering committee,CCHRC and |August 2016 gathering and interviews its partners will edit the scope of work appropriately and then gather information and conduct initial interviews of schools, greenhouses,farms,organizations,and other parties in and out of Alaska that may add information to the guidebook.Interviews will focus on establishing a connection and include broad questions on the interviewee's area of expertise.Information gathered during "ECHRE this project phase will be stored by subject in folders on Google Drive and include a master contact list with names and contact information in a spreadsheet. Compiling initial data Information from the initia!interviews will be reviewed to determine the direction of further research.Researchers will draft a revised outline that will divide information categories into chapters,subsections,sidebars,and appendices.Each heading on the outline will be accompanied by a short description of what the section will cover.The outline will be stored in Google Drive so that the entire project team has editing capabilities. Draft outline by August 31,2016 Follow up research As the team begins to write text to fill in the outline,they will conduct follow-up research and interviews as needed to supply detailed information for each subject in the handbook.If possible, interviews conducted in this stage will include photos and videos that will be used to supplement written text in the handbook. September 1 - November 30, 2016 Graphics and Layout CCHRC will begin work on the layout for the handbook during the initial information gathering.Chapter headings and subheadings will be added after the outline is completed,and the layout will continue to be refined through the end of the project.The project team will also identify graphical needs during the initial information gathering and CCHRC will develop original graphics to include in the final handbook. July 2016 - February 2017 First Draft The first draft of the report will fill in the outline with draft text, photos,and graphics.The draft text will be written in Google Drive to allow editing access by multiple staff and to allow for review by subcontractors.A 50%draft document that will place roughly 50% of the final amount of text,photos,and graphics into a document with basic layout formatting completed.Incomplete sections will include notes on their current status and tasks remaining to see them to completion. 50%draft by September 30, 2016 Review 1 The first draft will be reviewed by AEA's steering committee and project team members.CCHRC expects that this review will provide feedback on the overall layout,outline,and depth of content. However,members will also be able to provide feedback on content and graphics. Review during October 2016 Second Draft Staff will use feedback from the first review to create a second draft of the document.This draft will also include the remaining text,photos,and graphics from information gathered after the first draft went to review.The second draft will be copy-edited by CCHRC and include 95%of the final amount of text,photos,and graphics. 95%draft by December 15, 2016 Review 2 The second draft will go to content review to experts identified during the information gathering stage.These will include experts in different content areas and we expect that each individual may December 15, 2016 to January 31,2017 10 *CCHRCy, "a not review the entire document,but only read chapters in which they are a content expert.Other reviewers will be responsible for reading the entire handbook and will include AEA's steering committee.We expect that each chapter will be reviewed by a minimum of 2 content experts to ensure accuracy. Final Revisions The team will revise the handbook and resolve any conflicting February 2017 feedback into a final document.This document will undergo a second copy-edit and also a formatting review. Final Draft CCHRC will be responsible for delivering the document in an e-book |March 31,2017 format,a pdf file,and a printed handbook. 3.PROJECT MANAGEMENT A.CCHRC History CCHRC is a statewide organization headquartered in Fairbanks.Many in the Alaskan building community identified the need for an organization like CCHRC given the challenges faced in building in extreme climates and remote locations of Alaska,leading to the company's founding in 1999.In 2006 CCHRC opened its Research and Testing Facility (RTF)to house the organization and to demonstrate that healthy,durable,and sustainable shelter is affordable and achievable in Alaska's extreme setting.CCHRC's mission is to promote and advance the development of healthy,durable,and sustainable shelter for Alaskans and other circumpolar people.CCHRC has continued to work on its mission and related components of a sustainable community through a variety of projects through the present day. B.CCHRC OWNERSHIP AND PRINCIPAL OFFICERS CCHRC is a private 501(c)3 not for profit organization.The principal officers of the Board of Directors and operations include the following: Bert Bell,Ghemm Company -Board Chair Andre Spinelli,Spinell Homes,Inc.-Board Vice-Chair Alan Wilson,Alaska Renovators -Board Secretary Aaron Hines,Denali State Bank -Board Treasurer Jack Hébert -Founder &CEO Michele Doyle-Brewer -Chief Operations Officer C.PROJECT TEAM STRUCTURE At award a Project Manager will be assigned,based on the team's individual project load.The Project Manager (PM)and Chief Operations Officer (COO)would review the grant prior to signature to understand the terms of the agreement.All questions and issues would be resolved prior signature.A project kick off meeting would be held with internal staff and subcontract partners to be sure everyone understands their individual responsibilities. Activities under the terms of the agreement will be monitored through regular project management meetings as needed,and through review of timesheets,purchase authorizations (PA),and job status reports to ensure expenditures are in line with the terms of the grant and in line with the scope of work and budget.COO would 11 maintain all subcontract folders.Payments made for any subcontract work would require the PM to first review the work to ensure it is in line with corresponding subcontract agreement.If it is,the PM would sign a PA and request approval from the COO.The COO would approve the PA by signature if the work is within the contracted budget.All non-labor and subcontract costs would require a signed PA from purchaser and a signature approval from either the PM or COO before purchase can be made. D.ORGANIZATIONAL CHART CCHRC ORGANIZATIONAL CHART: Founder and CEO - dack Hebert Programs Nathan Wiltse - Works for both Administration and Programs Building Policy Sustainable Science Research Northern Research Communities 1 [Administration |-- Michele Doyle -Chief Operations Officer Colin Craven -Policy Program ©|Jack Hebert -Director |Director Manager /Economist Architectura! Research Policy --1 Designer -Aaron Scientist -Researcher -Cooke [|Vanessa Dustin Madden Stevens Architecturalt-|Designer -Corey Research and DiRutigliano it.Tasting Engineer - Bruno Grunau Architectural -)Designer -Judith Product Testing Grunay Lab Engineer - Robbin Garber-Slaght SNC Intems Senior [ Researcher - John Davies Building Manager-(Building Educator -Ilya Benesch )Mike Reinhard Financial --t Finance 1 Administrator-Birgitta Evans Lead Admin +Office - -"1 Assist-SandeeMayo IT Specialist-JIT es KristenThomas coo-tt we feot MicheleDoyle Building4Buildi|r-]Manager-Mike"ene Reinhard .Building Educatorf-1 Communications - +tlya Benesch Lead Admin L_}Membership }s-]Assist-SandeeMayo 12 "=€CHRCfey The organizational chart for this project: CCHRC Sut Stevens Michele Doyle -Chief Operatona Otficer FeuadesAndCEO-Jach Webert School of Netrel Karuson Resources avd Protesty of betenson.VA Staff Kotctre E.EXPERIENCE RELATING TO SERVICES FROM THIS RFP CCHRC has an extensive history in developing handbooks for design and construction projects.CCHRC published it first handbook,the REMOTE manual,in 2009 and followed up in 2013 with a revised version.In addition to the REMOTE Manual,CCHRC has written guidebooks and informational flyers on a variety of residential topics including:rainwater catchment,heating systems,and insulation.Specifics are detailed in section 1B. F,OFFICES CCHRC's main office is on the campus of the University of Alaska,Fairbanks.The Building Science Research Program will do most of the work for this RFP with help from the Sustainable Northern Communities Program and the Communications Department. G.MAJOR CLAIMS OR LAWSUITS There are no major claims or lawsuits pending against CCHRC. 13 "i "€CHREMa 4,PERSONNEL EXPERIENCE AND QUALIFICATION A.DIRECTION AND COORDINATION OF ACTIVITIES The project manager will direct and coordinate the activities listed in the work plan found in Section 2.B.of this proposal.The team plans a regular check-in every two weeks via teleconference and the project manager will be responsible for setting the agenda for each of these meetings.During regular check-ins,the team will discuss the direction of the outline and draft,as weil as the division of labor of activities. B.CURRENT AND EXPECTED WORKLOADS CCHRC employees currently have project workloads of 50-75%.During the period for this project,projected workloads are currently between 25-75%.The team plans to divide work accordingly and is accustomed to shifting project tasks to similarly skilled alternate employees if necessary. REAP and Grow Southeast will align this effort with their ongoing work.The timeline allows for sufficient flexibility in their workloads.SISD staff will work their hours in 2-4 hour periods over the course of the contract;they will partially work during the school day,after school hours,or occasionally on a Saturday as they would for another extracurricular activity. 14 =="GCHRE2, C.EXPERIENCE AND PROJECT DUTIES Position Experience Duties in the RFP CCHRC Chief Operations Officer (COO)Michele Doyle-Brewer Michele has worked at CCHRC for over 8 years, 5 years as the COO.She has successfully managed a diverse range of projects,from large federal grant funded projects to smaller private contracts. The COO will manage the contracts and administrative portions of this project.Making certain that billing and payments are made in a timely manner and that all terms of the agreement are met. CCHRC Project Manager CCHRC Research Team Everyone on CCHRC's research team has more 5 years of experience managing projects at CCHRC,including creating manuals and handbooks, The project manager will be responsible for coordinating the team,including CCHRC staff and subcontractors.She will arrange team meetings,delegate project tasks,and ensure that deliverables are completed on time and submitted to AEA. CCHRC Research Team Robbin Garber-Slaght Colin Craven Vanessa Stevens Dustin Madden Corey DiRutigliano CCHRC's research team consists of multiple individuals who have all worked on literature reviews and interviews.They have experience synthesizing information into summaries and writing technical content for various audiences.Links to their project reports, handbooks,and flyers can be found here: http://www.cchrc.org/publications The research team be responsible for information gathering with all topics,with help from subcontractors and other organizations.They will synthesize information into an outline and draft text,identifying areas that require graphical content for added understanding.They will be responsible for writing the text for all sections of the handbook and will revise the document based on reviewer suggestions. CCHRC Landscape Designer Devta Khalsa CCHRC's landscaped designer has extensive experience with greenhouses and gardens, including the landscape and green roof at CCHRC's Fairbanks facility. The landscaped designer will help with information gathering and review for the sections of the handbook on greenhouse design and selection. CCHRC Communications Team Molly Rettig Corey DiRutigliano CCHRC's communications team has experience with copy-editing,formatting,infographic design,and layout.They publish CCHRC's educational!material and technical reports, which are found on our publications page: http://www.cchrc.org/publications The communications team will place text into a layout design, create graphics to enhance understanding,copy-edit the handbook for grammar and formatting. REAP Energy Efficiency Director Sustainable Southeast Partnership REAP's Energy Efficiency Director has eight years of experience on clean energy project development projects,and three years of experience working directly on efficiency and Shaina will help gather information from the Southeast region of Alaska.She will also provide feedback on the outline 15 ros *"ECHRE Shaina Kilcoyne biomass projects in Southeast Alaska.and review the draft document. REAP Energy Education Director Katie Croft REAP's Energy Education Director has twelve years of experience working in a variety of roles in the education field,with the last eight based in Alaska.She has experience teaching students,teachers,and with curriculum design and implementation. Katie will help gather information for the curriculum section of the handbook.She will also provide feedback on the outline and review the draft curriculum section. Grow Southeast Lia Heifetz,director of Grow Southeast,has Lia will help gather information Lia Heifetz pioneered loca!food systems research and from the Southeast region of promotion in Southeast Alaska.Related project |Alaska.She will also provide experience includes community organizing feedback on the outline and around school gardening in rural Southeast review the draft document. Communities,coordinating teacher and student education opportunities for school greenhouses and gardens,and collecting materials (interviews,media)for webinars and outreach materials for school run biomass- greenhouses in Southeast Alaska. SISD Principal Colter Barnes has a broad background in Colter will provide information on Colter Barnes agricultural projects,including an aquaponics apprenticeship.He is currently managing three aquaponics greenhouses in the district. the systems operating in his school district,provide feedback on the outline,and review the draft document. SISD Director Wood Fired Boilers Jonathan Fitzpatrick Jonathan Fitzpatrick has installed and operated three wood boiler systems.He has attended a 3 day workshop in Aquaponics at SchoolGrown,Half Moon Bay,CA. Jonathan will provide information on the biomass systems and their operation and maintenance requirements.He will review the sections on biomass and heating in the draft document. SISD Grants Manager, Priscilla Goulding Priscilla has 4 years of experience managing and writing grants.She has secured the AEA grants last year for both SISD and Hydaburg City School District,and most recently US Forest Service Woody Biomass grant. Priscilla will provide history of grants,costs,and vendors that have worked for SISD greenhouses.She will review the section on funding and also serve as the contact person for SISD. UAF School of Natural Resources and Extension, Professor of Horticulture, Meriam Karlsson Meriam Karlsson has more than 20 years of experience working in greenhouses and controlled environment agriculture at UAF.She teaches courses in greenhouse management, plant science and sustainable agriculture,and conducts research in areas such as the use of LEDs,environmental control systems, hydroponics and greenhouse crop management. Provide information and assist in the development of sections on the operation and management of greenhouses including topics such as design,crop selection, production systems, environmental contro!(light, temperature,and humidity), nutrient-and pest management, scheduling of harvest and other crop procedures. 16 HALF PAGE RESUMES The resumes from CCHRC employees who would participate in this project are below.Resumes from subcontractors are attached as appendices. Michele Doyle |Chief Operations Officer EDUCATION:BS Mathematics,State University of New York College at Fredonia;MBA,Minnesota School of Business Global College PROJECT ROLE:Contracts management Michele Doyle is the chief operations officer for CCHRC.She manages the day-to-day operations of the organization,including verifying that contracts are adhered to correctly.Michele will manage the contract and administrative functions for this project including accounting and billing,as well as any subcontracts. Relevant Project Experience Contracts management US Economic Development Administration -SNS Building Addition ($1,900,000) Denali Commission -Fairbanks Non-Profit Energy Efficiency Retrofit Pilot ($270,000) Denali Commission -Hybrid Micro Energy Program ($233,321) AEA -Ground Source Heat Pumps ($119,467) AEA -Air Source Heat Pump Potential in Alaska ($72,494) DCCED -Thermal Storage Demonstration ($61,601) Vanessa Stevens |Research Scientist Education:MS,Physics,University of Alaska Fairbanks;BS,Physics,Texas A&M University Project Role:Research Scientist and writer Vanessa Stevens is a research scientist with CCHRC.She has experience in project management,gathering and reviewing technical literature,conducting interviews,data management including planning,collection,and analysis,reporting,and community education outreach.Her broad range of skills will allow her to work on several aspects of this project with other team members. Relevant Project Experience Project management,data analysis,technical reporting,interviews,and outreach projects Air Source Heat Pump Potential in Alaska Air Source Heat Pumps in Southeast Alaska 2014 Alaska Housing Assessment Energy Monitoring in the UAF Sustainable Village Consumer Guide to Heating Systems Thermal Storage Technology Assessment 17 "ECHR Robbin Garber-Slaght |Research Engineer Education:BS,Mechanical Engineering,University of Alaska Fairbanks;MLIS,Library and Information Science, University of Illinois Urbana-Champaign;,BA,History,Spanish,Archaeology,St.Mary's College of Maryland Project Role:Research Engineer and writer Robbin Garber-Slaght is a research engineer at CCHRC.She has experience in project management,engineering design,product testing,and data collection and analysis.She has a broad background that will allow her to understand the wide variety of information required in this project. Relevant Project Experience Project Management,engineering,data collection and analysis,and technical reporting Ground Source Heat Pump Demonstration in Fairbanks,Alaska Anaktuvuk Pass Prototype Home Energy Monitoring Durable Envelopes for Cold Climates Evaluating Window Insulation Safe and Effective Exterior Insulation Retrofits Fuel Use Monitoring Wood Storage Best Practices Hybrid Ground Source Heat Pump for Weller School Willows as a Biomass Energy Crop for EPSCoR Colin Craven}Research Scientist Education:MS,Geochemistry,School of Earth and Atmospheric Sciences,Georgia Institute of Technology;BA, Geology,Department of Geological Sciences,University of Colorado at Boulder. Project Roles:Reviewer and writer Colin has been a research scientist with CCHRC since 2008.During this time his focus has been on outreach to homebuilders and manufacturers to inform research priorities,research design,program management,and translating research findings to multiple audiences. Relevant Project Experience Writing,reviewing,interviews,literature reviews,field work,and data analysis Assisting ACHP in developing their Advanced Cold Climate Home Building Techniques manual Evaluating window insulation methods for use in cold climates Examining cold climate wall retrofit methods to determine which are moisture safe Determining best practices for curing cordwood in Interior Alaska Monitoring of residential heating appliances and wood storage practices in Fairbanks 18 8S "EGHREta Dustin Madden |Policy Researcher Education:MA,Teaching,University of Alaska Southeast;BS,Earth Systems,Stanford University Project Role:Researcher and Reviewer Dustin Madden is a policy researcher for CCHRC.He has extensive experience with data analysis and is fluent with SQL,Excel,and Python.He has conducted numerous energy and economic analyses of programs,building standards,and policies.He also has participated in technical reviews,reporting,and interviews.His wide range of skills will allow him to work on several aspects of this project with other team members. Relevant Project Experience Data analysis,technical reporting,interviewing Energy Efficiency of Public Buildings in Alaska Air Source Heat Pump Potential in Alaska 2014 Alaska Housing Assessment White Paper on Energy Use in Alaska's Public Facilities 2013 Alaska Building Energy Efficiency Standard Update Molly Rettig |Communications Coordinator Education:MS,Journalism,University of Colorado Boulder;BA,Sociology,University of Richmond Project Role:Writer and editor Molly Rettig is the communications manager for CCHRC.She has ten years of experience in publishing,both as a journalist and communications professional.Her focus is interviewing,reporting,and technical writing and editing. Relevant Project Experience Writing,technical reporting,interviewing,and editing Produces CCHRC Annual Reports (2015 report at http://ar2015.cchrc.org) Integrates text,data,graphics in CCHRC research snapshots: (http://www.cchrc.org/sites/default/files/docs/GSHP_DecisionModelFinal.pdf) Contributes articles and photos to local newspaper and trade journals Durable Envelopes for Cold Climates,layout and editing Evaluating Window Insulation,layout and editing Safe and Effective Exterior Insulation Retrofits,layout and editing 19 CY -!GCHRC Corey DiRutigliano |Designer Education:MS,Architecture,University of Cincinnati;BS,Architecture,Ohio State University Project Role:Handbook layout and infographic design and visual communication Corey is an architectural designer for CCHRC.He has worked on a number of projects in Alaska,ranging from residential construction,disaster relief housing and design manuals,to visual communication materials,and research infographics. Relevant Project Experience Housing and community design and development,digital graphics and layout CCHRC Annual Report,(2015 report at http://ar2015.cchrc.org) Buckland Prototype Home;Buckland,Alaska FEMA Disaster Response Housing;Galena,AK DHS&EM Disaster Housing Matrix General CCHRC report graphics and visual communication Devta Khalsa |Designer Education:BA,Architecture,University of Oregon;MS,Urban Planning,sustainability and conservation,University of Arizona,Tucson Project Role:Garden and greenhouse expert Relevant Project Experience Gardening and education Mudrie J.Sommers School Student Greenhouse,Tanana CCHRC Sustainable Northern Communities Addition landscaping Garden Educator for Calyspo Farm,student gardens Certified water harvesting,green infrastructure,and permaculture in Alaska 20 1S CCHRE 5.REFERENCES 1.Scott Waterman,Alaska Housing Finance Corporation,swaterma@ahfc.us ,907-330-8195.CCHRC has worked with Scott for years on outreach materials for a variety of residential building topics.This includes the REMOTE Manual and the Alaska Consumer Guide to Heating Systems. 2.Melissa Sikes,Education Specialist,Fairbanks Soil &Water Conservation District,melsikes5 @gmail.com, 907-479-1213 Ext.105 -CCHRC worked with Melissa to create the Green Infrastructure Resource Guide for Fairbanks,Alaska. 6.COST PROPOSAL The proposed budget is $99,964.See attached for detailed breakdown. 21 «>."ECHRESet APPENDIX A.LETTERS OF SUPPORT CCHRC has contacted numerous parties throughout Alaska as potential resources to ensure that our team will be able to represent the different areas and professions of our state.The following table documents the organizations that have agreed to participate in the project by providing their expertise through an interview,by reviewing draft sections of the handbook,or by providing relevant resources for the drafts such as photos,videos,literature,and web links.Their letters of support are attached to the end of this document. Organization Location Area of expertise Proposed tasks Alaska Center for Energy and Power Fairbanks,AK Biomass heating appliances Interviews about biomass, provide case studies,and review chapters on biomass Alaska Gateway School Tok,AK Biomass heating in Interviews about biomass, District schools review chapters on biomass Alaska Native Tribal Anchorage,AK Biomass heating Interviews about biomass Health Consortium appliances and other areas of ANTHC's expertise,expert review of chapter on biomass Corbin Creek Farms Valdez,AK Small business Interviews on small development,plants, growing operations business development and growing operations, and potential reviewer for chapters on those subjects Tanana Chiefs Conference Fairbanks,AK Biomass heating appliances,nutrition, agriculture,curriculum Interviews and chapter reviews for sections on biomass,greenhouse planting,and curriculum University of Alaska Cooperative Extension Fairbanks,AK Energy,environment, food,gardening,and healthy living Interviews and chapter reviews for chapters on biomass,greenhouse planting,and small business development 22 vy,"ECHR Sustainable Southeast Partnership Southeast,AK Holistic resilient communities -focus on energy independence, local food,natural resources,&economic development Interviews and review of the entire manual School of Natural Resources and Extension, UAF Fairbanks,AK Greenhouses and controlled environment agriculture Interviews and reviews of chapters on greenhouses B.SUBCONTRACTOR RESUMES Subcontractor resumes are appended to the end of this document. Southeast Island School District Renewable Energy Alaska Project (REAP)Shaina Kilcoyne Katie Croft Grow Southeast Lia Heiftez UAF Schoo!of Natural Resources and Extension Meriam Karlsson C.BUDGET ATTACHMENT 23 (@)|ACEP ALASKA Re:Alaska Center for Energy and Power Letter of Support -Cold Climate Housing Research Center -AEA RFP #16106 Biomass Fueled Greenhouse Handbook To whom it may concer: The Alaska Center for Energy and Power (ACEP)is pleased to submit this letter of support for the Cold Climate Housing Research Center (CCHRC)and their efforts to secure funding through AEA's RFP for a Biomass Fueled Greenhouse Handbook. CCHRC is uniquely qualified to perform the work under this RFP.ACEP and CCHRC have collaborated on outreach materials in the past,and ACEP is confident that CCHRC has the capacity to research and produce the handbook on biomass-fueled greenhouses.ACEP will aid CCHRC in this effort by providing their knowledge and experience through an interview,and serving as a potential reviewer for chapters regarding biomass heating appliances. The potential economic and health benefits of such a handbook to the people of Alaska, particularly in rural communities,are significant.Growing foods locally using local,renewable energy will improve Alaska's food security and help cultivate sustainable,self-sufficient,and resilient communities throughout Alaska. Please feel free to contact me if I can provide any further information in support of the Cold Climate Housing Research Center's proposal. Sincerely, LLg/- Brent Sheets Deputy Director Alaska Center for Energy and Power Bjsheets2@alaska.edu 907-474-1194 Naturally Irsabunp. UAF is an AA/EO employer and educational institution. ALASKA GATEWAY SCHOOL DISTRICT P.O.BOX 226,TOK,AK 99780 907-883-5151 x 115 Fax:907.883.4352 Assistant Superintendent May 16,2016 Re:-Alaska Gateway School District Letter of Support - Cold Climate Housing Research Center AEA RFP #16106 Biomass Fueled Greenhouse Handbook To whom it may concern: The Alaska Gateway School District (AGSD)is pleased to submit this letter of support for the Cold Climate Housing Research Center (CCHRC)and their efforts to secure funding through AEA's RFP for a Biomass Fueled Greenhouse Handbook. AGSD has successfully developed a biomass heating and electrical generation system for the Tok School.The system has been in operation for four years.AGSD school officials will gladly participate in CCHRC's work to create a guidebook for biomass greenhouses by sharing their knowledge of biomass heating in a school setting. The potential economic and health benefits of this greenhouse and biomass handbook to the people of Alaska,particularly in rural communities,are significant.Growing foods locally using local,renewable energy will improve Alaska's food security and help cultivate sustainable,self- sufficient,and resilient communities throughout Alaska. Please feel free to contact me if I can provide any further information in support of the Cold Climate Housing Research Center's proposal. Sincerely, Scot anus Assistant Superintendent Alaska Gateway School District smacmanus@agsd.us "Where Teachers Are The Gateway To Learning” DotLake Eagle Mentasta Northway Tok Tanacross Tetlin 907-882-2663 907-547-2210 907-291-2327 907-778-2287 907-883-5161 907-883-4391 907-324-2104 Fax:907-882-2112 Fax:907-547-2302 Fax:907-291-2325 Fax:907-778-2221 Fax:907-883-5165 Fax:907-883-4390 Fax:907-324-2114 ALASKA NATIVE TRIBAL HEALTH CONSORTIUM Environmental Health &Engineering Re:ANTHC Letter of Support -Cold Climate Housing Research Center -AEA RFP #16106 Biomass Fueled Greenhouse Handbook To whom it may concern: The Alaska Native Tribal Health Consortium (ANTHC)is pleased to submit this letter of support for the Cold Climate Housing Research Center (CCHRC)and their efforts to secure funding through AEA's RFP for a Biomass Fueled Greenhouse Handbook. CCHRC is uniquely qualified to perform the work under this RFP.ANTHC and CCHRC frequently collaborate on community-building projects that improve the health of community members and decrease energy costs.ANTHC is confident that CCHRC has the capacity to research and produce the handbook on biomass-fueled greenhouses.ANTHC also plans to aid CCHRC in this effort by providing their knowledge and experience through interviews,and serving as a potential reviewer for chapters regarding biomass and other topics that fall under ANTHC's expertise.ANTHC's time on this project will be donated in- kind and will not be charged against the project. The potential economic and health benefits of such a handbook to the people of Alaska, particularly in rural communities,are significant.Growing foods locally using local, renewable energy will improve Alaska's food security and help cultivate sustainable,self- sufficient,and resilient communities throughout Alaska. Please feel free to contact me if I can provide any further information in support of the Cold Climate Housing Research Center's proposal. Sincerely, "EC. Eric Hanssen,P.E.,LEED AP Rural Energy Initiative Program Manager Alaska Native Tribal Health Consortium echanssen@anthc.org 907-729-3620 Alaska Native Tribal Health Consortium Division of Environmental Health &Engineering 4500 Diplomacy Drive,Suite 454,Anchorage,Alaska 99508 Main:(907)729-3600 |Fax:(907)729-4090 |anthc.org 4%|Tanana 122 1°"Ave.Suite 600é2ChiefsFairbanks,AK 99701 "|Conference 907-452-8251 Alaska Energy Authority 813 W.Northern Lights Bivd Anchorage,AK 99503 Re:Tanana Chiefs Conference Letter of Support -Cold Climate Housing Research Center -AEA RFP #16106 Biomass Fueled Greenhouse Handbook To whom it may concern: The Tanana Chiefs Conference (TCC)is pleased to submit this letter of support for the Cold Climate Housing Research Center (CCHRC)and their efforts to secure funding through AEA's RFP for a Biomass Fueled Greenhouse Handbook. CCHRC is uniquely qualified to perform the work under this RFP.TCC and CCHRC have collaborated on energy projects in the past and TCC is confident that CCHRC has the capacity to research and produce the handbook on biomass-fueled greenhouses.TCC also plans to aid CCHRC in this effort by providing their knowledge and experience through interviews,and serving as a potential reviewer for chapters regarding biomass,nutrition,and education. The potential economic and health benefits of such a handbook to the people of Alaska, particularly in rural communities,are significant.Growing foods locally using local,renewable energy will improve Alaska's food security and help cultivate sustainable,self-sufficient,and resilient communities throughout Alaska. Please feel free to contact me if |can provide any further information in support of the Cold Climate Housing Research Center's proposal. Sincerely, cee OT Dave Messier Rural Energy Coordinator Tanana Chiefs Conference Dave.pm@tananachiefs.org 907-452-8251 ext.3479 <A cooperative<1(____\EXTENSIO SERVICE May 15,2016 Re:Letter of Support -Cold Climate Housing Research Center -AEA RFP #16106 Biomass Fueled Greenhouse Handbook To whom it may concern: As an Assistant Energy Professor in the University of Alaska Fairbanks School of Natural Resources and Extension (SNRA),I am pleased to offer this letter of support for the Cold Climate Housing Research Center (CCHRC)and their efforts to secure funding through AEA's RFP for a Biomass Fueled Greenhouse Handbook. I think that CCHRC is uniquely qualified to perform the work under this RFP.I and CCHRC have frequently collaborated on projects to help educate the public on energy and sustainable communities,such as creating together a national curriculum module on geothermal energy,providing radon education,and filming on a biomass for media product.As one who has focused on Alaskan Schools utilizing biomass,|am confident that CCHRC will be able to do a good job on research and production of the handbook on biomass-fueled greenhouses.I and others in SNRA look forward to lending our knowledge and experience through interviews,and serving as a potential reviewer(s)for chapters regarding biomass, thermal storage,greenhouse selection and design,and business. The potential economic and health benefits of such a handbook to the people of Alaska,particularly in rural communities,are significant.I think that growing foods locally using local,renewable energy will improve Alaska's food security and help cultivate sustainable,self-sufficient,and resilient communities throughout Alaska. Please feel free to contact me if I can provide any further information in support of the Cold Climate Housing Research Center's proposal. Sincerely, Art Nash Assistant Energy Professor University of Alaska,Fairbanks-School of Natural Resources and Extension alnashjr@alaska.edu 907-474-6366 Director's Office Phone:907-474-7246 www .uaf.edu/ces WAG RO.Box 756180 Fax:907-474-6971 UAF and USDA Cooperating UNIVERSIT Fairoanks,AK 99775-6180 fA Corbin Creek Farm 3042 Fairweather St. Valdez,AK 907-835-4133 Re:Corbin Creek Farm -Letter of Support -Cold Climate Housing Research Center -AEA RFP #16106 Biomass Fueled Greenhouse Handbook To whom it may concern: Corbin Creek Farm is pleased to submit this letter of support for the Cold Climate Housing Research Center (CCHRC)and their efforts to secure funding through AEA's RFP for a Biomass Fueled Greenhouse Handbook. CCHRC and UAF Cooperative Extension are uniquely qualified to perform the work under this RFP.Corbin Creek Farm has collaborated with UAF Cooperative Extension in the past and is looking forward to working with them and CCHRC.Corbin Creek Farm will help in the effort by sharing their expertise and knowledge on plants,growing operations,and business through providing interviews and other material,and volunteering to be a potential reviewer for draft sections of the handbook. The potential economic and health benefits of such a handbook to the people of Alaska, particularly in rural communities,are significant.Growing foods locally using local,renewable energy will improve Alaska's food security and help cultivate sustainable,self-sufficient,and resilient communities throughout Alaska. Please feel free to contact me if |can provide any further information in support of the Cold Climate Housing Research Center's proposal. ff Sincerely,( Lo \./ Corbin Creek Farm fiattops@cvinternet.net 907-835-4133 ss SUSTAINABLE SOUTHEAST PARTNERSHIP Re:Sustainable Southeast Partnership Letter of Support -Cold Climate Housing Research Center AEA RFP #16106 Biomass Fueled Greenhouse Handbook To whom it may concern: The Sustainable Southeast Partnership (SSP)is pleased to submit this letter of support for the Cold Climate Housing Research Center (CCHRC)and their efforts to secure funding through AEA's RFP for a Biomass Fueled Greenhouse Handbook. The SSP is a collective impact partnership working to build a future for our families and the Southeast region with prosperous self-reliant communities,a vibrant place-based culture,healthy functioning ecosystems and a robust local economy.It is a diverse network of international,regional and community- based organizations.SSP includes representatives from tribal governments and community organizations in the rural villages Kake,Klawock,Kasaan,Hydaburg,Hoonah,and Yakutat.The focus of the partnership is on energy independence,resilient food systems,and economic development,and natural resource stewardship. CCHRC,Southeast Island School District (SISD),and SSP's energy and local food regional experts are uniquely qualified to perform the work under this RFP.The SSP has been working directly with the Southeast Island School District,and has already completed some of the objectives outlined in this scope of work.As described in the RFP,SISD has already developed four biomass/greenhouse projects successfully,and thus offers a unique opportunity to share the knowledge learned from that experience. The potential economic and health benefits of such a handbook to the people of Alaska,particularly in rural communities,are significant.Growing foods locally using local,renewable energy will improve Alaska's food security and help cultivate sustainable,self-sufficient,and resilient communities throughout Alaska. Please feel free to contact me if I can provide any further information in support of CCHRC's proposal. Sincerely, Ube)(FoAlanaPeterson Director,Sustainable Southeast Partnership Economic Development Coordinator,Sealaska Haa Aani School of Natural Resources and Extension Agricultural and Forestry Experiment Station P.O.Box 757200 Fairbanks,AK 99775-7200 Phone:907-474-7005 email:mgkarlsson@alaska.edu May 17,2016 RE Letter of Support -Cold Climate Housing Research Center AEA RFP #16106 Biomass Fueled Greenhouse Handbook It is with pleasure,I write this letter in support of the funding application by the Cold Climate Housing Research Center (CCHRC)in efforts to secure funding through AEA's RFP for a Biomass Fueled Greenhouse Handbook. CCHRC has conducted research in various areas to improve sustainability and quality of life in communities throughout Alaska.Renewable energy sources such as biomass have been essential factors in these efforts.The addition of greenhouses for local crop production is a logical step to support community development and food systems for wellness and health.CCHRC has successfully collaborated with a range of Alaska organizations,scientists,educators and community leaders and is in a unique position to develop a greenhouse handbook through a team approach. Traditions and experiences with greenhouses are often limited in Alaska and access to supplies and knowledge suitable for local production may not be available.Decisions to construct a community greenhouse are often multifaceted.An affordable energy source should make the operation more economical although other factors may be equally important such as community involvement, integration with schools,access to fresh produce and healthier food choices.A handbook that outlines the basic considerations in planning,construction and operation can be expected essential independent of the motivation for establishing a biomass fueled greenhouse. The School of Natural Resources and Extension at the University of Alaska Fairbanks is committed to quality research and scholarship.In my position as a professor of horticulture,one focus area has been greenhouse and controlled environment agriculture.I have done research in hydroponics,high tunnels,use of LEDs for lighting,environmental control systems,nutritional management, greenhouse crop selection and scheduling.The projects have been conducted to develop information for commercial production as well as more fundamental research on the understanding of crop growth,development and physiology.With this as a background,I am willing to lend support and guidance in the development of the Greenhouse Handbook under the leadership of CCHRC. Please feel free to contact me if I can provide any further information in support of the Cold Climate Housing Research Center's proposal Sincerely,Weniaw a biverMeriamKarlsson,PhD Professor of Horticulture School of Natural Resources and Extension University of Alaska Fairbanks Southeast Island School District hrough Innovation 2 Aquaponic Greenhouses Improving Food Programs Teaching Science and Math Providing Business Skillso_g&Improving Local Availability a 4 C7".MQ Student Employment»ff i ¥ALA RN §=Wood-fired Boilers-q mee B¢4 Local Jobseter!”oe Heat for Schools and HousingaHeatforGreenhouses Student Employment Café,produce,bakery,firewood ,ae » ' 4,Ngee ae '3 oa Fa ss |.qma;nt Sor ;2 BD.ee SP §Cordwood Boilers pt aE PE POIane || SOUTHEAST ISLAND SCHOOL DISTRICT P.O.Box 19569,1010 Sandy Beach Road Thorne Bay,Alaska 99919 (907)828-8254 Fax:(907)828-8257 E-mail:sisd@sisd.org Cordwood Wood-fired Boilers We Support the Local Economy Currently wood-fired boilers operate at schools in Thorne Bay,Coffman Cove and Kasaan.Within two years wood-fired boilers will be operational in Whale Pass,Hollis and Naukati.We resisted the push for chip or pellet boilers.At this time,both require fuel from somewhere else.Our clearly stated desire has been to support the local economy on an island with an inexhaustible supply of cordwood and where roadside alder is considered a weed.Small communities need all of the economic development they can find.We believe our school district has a responsibility to support as many local jobs as possible.Students have fundraising opportunities and individuals and small businesses can contract to supply individual sites. Greenhouses We currently have aquaponic greenhouses in Coffman Cove,Naukati,Kasaan and Thorne Bay.We have gardens in Thorne Bay,Hollis and Naukati and Kasaan.As wood-fired boilers are in place and funding is available,all sites with boilers will have a greenhouse.With the advent of LED lighting,daily operational costs for greenhouses are tied to heating.School lunches are drastically improved and student businesses provide produce for local communities.Only one of our nine communities even has a grocery store. Value Added Student Operated Business Howard Valentine School in Coffman Cove has a commercial kitchen and bakery that currently supplies food for the Rainforest Ferry operating between Wrangell and Coffman Cove.Thorne Bay School has a new kitchen capable of making tortillas and chips,pizza and baked goods.Whale Pass,Naukati and Hollis raise chickens for sale and for egg production.Naukati School is about to enter the goat raising business. Thorne Bay School operates a café in the community.The location offers an opportunity for student businesses to market whatever they can dream up whether food or craft based. Aquaponic greenhouses are science and math intensive.Operating a business requires accounting,business plans,marketing and customer satisfaction.Organic pest control, keeping a balanced,closed system with fish requires constant diligence.Families and students are not used to produce consumption.If students raise plants,they will try it. The quality of student lunches is dramatically improves,and produce consumption in our communities increases. All of this comes back to the wood-fired boilers.We would like to thank the Alaska Energy Authority and the United States Forest Service for their support and guidance. Southeast Island School District References Jonathan Kriess-Tomkins,State Representative from Sitka 907-738-5581,jonathan.s.kt@gmail.com Johanna Herron,Farm to School Marketing Manager,Division of Agriculture 907-761-3870 Gwen Holdmann,Director of Alaska Center for Energy and Power 907-474-5402,gwen.holdmann@alaska.edu Wayne Benner,Thorne Bay City Administrator 907-828-3380 Paula Peterson,Tribal Administrator,Organized Village of Kasaan 907-542-2230 Also,please see the following letter from former Alaska Senator Mark Begich. MARK BEGICH ALASKA UNITED STATES SENATE WASHINGTON,D.C.20510 Mr.Lauren Burch Superintendent Southeast Island School District PO Box 19569 Thorne Bay.AK 99919-0569 Dear Mr.Burch: Thank you for your work on the innovative greenhouse project in the Southeast Island School District.You should be extremely proud of your work shepherding this project to success.I have enclosed several copies of a Congressional Record-the official report of the proceedings and debates of the U.S.Congress-recognizing your significant accomplishment. ]will continue to keep an eye out for ways to help inventive leaders like you make Alaska's schools the very best they can be.Please feel free to be in touch in the future,and keep up the good work. Sincerely. CL LapMarkBegich United States Senator wFwawv-;rin hadnt teh tiainfonsicomininincKh-cteeicdaniaaetonneshrimeee eeeeET atsangstTBl sox Congressional Record Cssttod States af Amer aa thPROCEEDINGSANDDEWATESOFTHE113 CONGEESS,SFCGND SESSION Val J60 WASHINGTON.TUESDAY,JUNE 24,2014 No GF TeDhcerthsanshtersbidekbmduesktnnnencscepbinihetinindianatededhonsniniehebatioktneshacioneannehiXetanhcatacadninaaeGodelreenraeyeeTaOOComatoseSenate CONGRATULATING SOUTHEAST ISLAND SCHOOL DISTRICT Mr.BEGICH.Madam President,|wish to pay tribute to the hard work ofthe students and faculty of the Southeast Island School District,their local communin members.and their Superintendent,Lauren Burch. In response to high food costs.the school district sought funding and communin support to build greenhouses for students at each of its four schoals:Thorne Bay, Coffman Cove,Naukati.and Barry Stewart.Students and community members found funding.purchased and constructed greenhouses and are now using locally sourced biomass to heat them. While building a few greenhouses may not sound like much to those in the lower +,things are different in Alaska.High transportation costs,high energy costs,the lack of access lo raw materials.and sometimes severe weather all comibine to make for 2 a high cost of living.This makes this district-wide greenhouse project a remendous achievement Acertral part of my jobis to explain how different Alaska is to ms colleagues 4 here and to ke!p them understand these high casts our Alaska communities face.q These are the central challenges of our State and.in one project,have been smartly and creatively addressed through the Southeast Island School District greenhouse : program.In addition,the program also teaches students many other valuable skills,: including entrepreneurship., 1 am proud to congratulate these hard-working and resourceful Alaskans and I wish them continued suceess. ..308 G.Street,Suite 225ShainaKilcoyneAnchorage,AK 99501 907-331-7409 s.kilcoyne @realaska.org RELATED EXPERIENCE Energy Efficiency Director Renewable Energy Alaska Project -Anchorage,AK (August 2011 -present) e Lead education and outreach efforts around energy efficiency programs and initiatives statewide e Work with energy service providers,state and federal organizations,businesses,schools,and other organizations to promote and expand energy efficiency and conservation efforts *Facilitate clean energy efforts and best practices and projects with rural community leaders as part of the Sustainable Southeast Partnership,a holistic approach to community-led priorities Coalition Coordinator and Government Relations Specialist Cullen Weston Pines &Bach LLP -Madison,WI (October 2009 -August 2011) e Established and managed a coalition of alternative energy business,labor and environmental organizations promoting statewide renewable energy policies e Lobbied the state legislature on energy and telecommunications policies e Organized press outreach and media events,and coordinated participation from coalition members e Organized and maintained financial data as project leader of a5 MW wind farm Clean Energy Outreach Coordinator Clean Wisconsin -Madison,WI (November 2008 -October 2009) e Created outreach and grassroots lobbying plans for key legislative districts ®Built and maintained relationships focused on the health community and small businesses to garner support for clean energy initiatives e Organized forums and planned major public events to educate the public and build legislative support for clean energy policies Army National Guard Member 2"Platoon Communications Specialist -Platteville,WI (2000 -2006) 229"Engineer Horizontal Construction Company e Operated heavy equipment for six years in numerous projects Deployed to Iraq in Support of Operation Iraqi Freedom (May 2003 -April 2004) e Part of the main U.S.effort in improving Coalition Force Protection Measures in vast area of operations EDUCATION B.A.,Political Science,University of Wisconsin-Madison,WI -August 2008 REFERENCES Jim Fowler Scott Waterman Dennis Gray Owner Alaska Housing Finance City Administrator Energy Audits of Alaska Corporation City of Hoonah jim@jim-fowler.com swaterman@ahfc.us cityadministrator@cityofhoona 206-954-3614 907-330-8195 h.org 907-945-3663 ext.24 .308 G Street,Suite 225KatherineCroftAnchorage,AK 99501 907-929-7770 ex.6 education @realaska.orgEDUCATION/CERTIFICATION B.S.Elementary Education,University of Vermont -Burlington,VT -May,2003 Concentration:Math and Geology M.S.Outdoor and Environmental Education,Alaska Pacific University -In progress. Expected graduation date:12/2016 Alaska State Professional Teaching Certificate HQT:Middle School Math,Middle Schoo!Science,Elementary Education K-6 RELATED EXPERIENCE Energy Education Director Renewable Energy Alaska Project -Anchorage,AK (July 2014 -present) -Direct the K-12 education program for an established nonprofit -Design new and improve existing interdisciplinary curriculum resources and activities -Design and deliver teacher trainings on energy education resources -Work with students and teachers in communities across Alaska Science Teacher Grade 6,8 Begich Middle School -Anchorage,Alaska (August 2011 -2014) -Taught Integrated Science,Math 6,and Health as part of collaborative teams -Joined forces with the UAF Cooperative Extension to involve students in fieldwork and a scientific study National Park Ranger -Urban Education Alaska Public Lands Information Center -Anchorage,AK (October 2008 -July 2010) -Developed an original,standards based curriculum and education kit on local ecology and bear safety for use in middle school classrooms -Implemented existing on and off site environmental education programs and lessons for students in grades K-12 Teacher Grade 5 Campbell Elementary School -Anchorage,Alaska (December 2008 -May 2008) -Taught Reading,Writing,Spelling,Math,Social Studies,and Science to a culturally diverse class -Teamed with two other fifth grade teachers to plan lessons and organize activities -Completed a district Teacher Academy course on cooperative learning techniques Science Teacher Grades 5 -8 Sekolah Lentera Internasional -Jakarta,Indonesia (July 2005 -June 2007) -Helped build a new middle school science program from the ground up -Aligned the entire school science curriculum grades 1 -8 to the standards set by the University of Cambridge for Combined Science Science Teacher Grade 7 Kearney Middle School -Commerce City,CO (August 2004 -June 2005) -Worked as part of a team to deliver standards based lessons and assessments -Partnered with State Fish and Wildlife personnel to coordinate environmental science field trips to locations within the community REFERENCES Audrey Alstrom Regional Director,ANSEP Middle School Academy (907)786-0908 adalstrom@uaa.alaska.edu Rebecca King Science Teacher,Anchorage School District (907)222-2815 kingrebecca@asdk12.org LIA G.HEIFETZ 1107 W 8"Street #4 =Juneau,Alaska 99801 907.321.5425 (c)*GrowSoutheast@gmail.com QUALIFICATION HIGHLIGHTS Serve as Food Security Catalyst for Sustainable Southeast Partnership,a diverse network of organizations working together to meet the challenge of sustainable community development in Southeast Alaska. Broad range of experience working with individual entrepreneurs,community organizations,educators,students and regional leaders to promote food security in Southeast Alaska. Four years of field experiences in the marine environment of Southeast Alaska including NOAA research boats;three- month kayak journey on the Inside Passage from Juneau to Vancouver Island;and independent research projects. Proficient at Microsoft Suite,and Adobe InDesign and Photoshop Experience grant writing and fundraising Governing Board member of the Alaska Food Policy Council EDUCATION AND TRAINING Bachelor of Science:Biology,University of Oregon,Eugene,OR,2012. =Oregon Institute of Marine Biology,Fall 2012 =Study Abroad 2011:SIT Salvador,Brazil,focus on public health,race,human rights ="Academic Research and Presentations:Risk Factors of Obesity and Overweight Adolescents in Salvador. Community Economic Development Certificate Course,Simon Frasier University,Vancouver,BC,2014 EXPERIENCE Community and Regional Program Development Facilitated food sustainability projects in Southeast Alaska communities of Haines,Kake,Hoonah,Kasaan,Hydaburg: identified opportunities,prioritized and supported projects to increase community food security and resilience. Organized and facilitated community focus groups and established formal network of food security advocates in region working with Southeast Alaska municipalities,tribes,schools,commercial agriculture producers,and aspiring food entrepreneurs to develop programs and meet challenges. Developed concept and coordinated the construction of a Traveling Greenhouse and curriculum to serve as a local food kick-starter and mobile classroom for rural Southeast communities and schools. Worked with communities around Southeast Alaska to implement school gardens and greenhouses Developed concepts and compiled content (video recorded interviews,photos,etc)for webinar on school run biomass-greenhouses for AKTeach,and 1-pager to be distributed to Alaska policy makers,school boards,etc. Collaborated with Alaska Department of Environmental Conservation and UAF Cooperative Extension Service to build understanding of food safety permitting process with entrepreneurs. Coordinated community-wide food sustainability projects and taught food preservation and cottage foods workshops. Prepared successful grant to fund,and organized the Southeast Alaska Farm and Fish to Schools Conference,2015:a two-day event that brought together Southeast Alaskan educators and entrepreneurs to explore opportunities for bringing local foods into schools and to develop entrepreneurial capacity for local food businesses. Organized Lunch and Learn with Legislators to educate Alaskan leaders on food security challenges and opportunities. Created formal network of food security advocates in Southeast Alaska. Worked with schools to implement school gardens,composting programs,and to source local foods for meals. Planned and facilitated Food Security Committee meetings at regional economic development conferences. Volunteered with Southeast Alaska Regional Health Consortium and the WIC Special Supplemental Nutrition Program. Research and Publications Conducted pioneering research and report on Southeast Alaska's Regional Food System,Southeast Alaska Food System Assessment:A Pilot Project to identify actions to promote self-sustaining communities and a resilient food system. Published Teacher Guide and Student Activity Manual for the Traveling Greenhouse Project Developed publications for community engagement on community economic development strategies,and reports on community and regional projects. Participated in development of documentary on sustainable living and served as photographer for three-month kayak journey from northern Southeast Alaska to Vancouver Island,BC. EMPLOYMENT 2012-present Food Security Consultant/Business Owner,Grow Southeast,Juneau,AK 2013-2015 Food Security Coordinator,Southeast Conference,Juneau,AK 2013 Arctic Research Biology Intern,Oceana,Juneau,AK 2009,2010-2012 Independent Contractor,Ted Stevens Marine Research Institute,NOAA,Juneau REFERENCES Alana Peterson Sustainable Southeast Partnership Coordinator Haa Aani LLC One Sealaska Plaza #400 Juneau,AK 99801 (907)747-3132 Barbara Sheinberg Principal Community Planner Sheinberg Associates 1107 West Eighth Street,Suite 4 Juneau,AK 99801 (907)586-3141 Andrew Thoms Executive Director Sitka Conservation Society Box 6533 Sitka,Alaska 99835 (907)747-7509 MERIAM G.KARLSSON Professor of Horticulture Agricultural and Forestry Experiment Station University of Alaska Fairbanks Fairbanks,Alaska 99775-7200 phone:(907)474-7005,e-mail:mgkarlsson@alaska.edu EDUCATION Doctor of Philosophy,Horticulture,Michigan State University,East Lansing,Michigan,1987. Master of Science,Horticulture,Michigan State University,East Lansing,Michigan,1984. Bachelor of Science,Horticulture,Swedish University of Agricultural Sciences,Alnarp,Sweden,1979. TEACHING AND INSTRUCTIONAL ACTIVITIES Introduction to Applied Plant Science,NRM 211,lecture and lab,1989 to present. Orientation to Natural Resources Management,NRM 106,2000 to present. Greenhouse Management,NRM 212,2013 to present. Sustainable Agriculture,NRM 210,2014 to present. Advisor and committee member for undergraduate senior thesis projects. Advisor and committee member for graduate student research and thesis projects. Faculty advisor for students with undeclared majors,UAF Academic Advising Center,1991 to present. Undergraduate faculty advisor for 15 to 20 advisees in the NRM major each academic year. Received the UAF Outstanding Advisor Award on 5 occasions since 1992. RESEARCH ACTIVITIES Directing a well established,and state,nationally and internationally recognized research program in controlled-,greenhouse-,high tunnel-and field-environments in support of sustainable high latitude vegetable,small fruit and floral crop production. Created several controlled environment,greenhouse and high tunnel facilities to research plant growth and development under extreme variations in seasonal temperatures,day lengths and light integrals. Continuously providing training and research opportunities within on-going projects for secondary,post- secondary and graduate students. Principal investigator for several concurrent research projects: Alaska high tunnel,greenhouse and controlled environment production (Hatch,2013-2018) Controlled environment horticulture for Alaska (Hatch,2007-2014) Develop and integrate components for commercial greenhouses (NE-1035 multi-state project,08-14) Controlled environment use and technology (NCERA-101 multi-state project,2016-2021) Resource management in commercial greenhouses (NE-1335 multi-state project,2013-2018) OUTREACH ACTIVITIES Responding to requests for information from field,high tunnel and greenhouse producers. Developed ongoing partnerships with Chena Hot Springs Resort and Pike's Waterfront Lodge using renewable energy sources for sustainable greenhouse-and controlled environment crop production. Reviewer for scientific manuscripts,proposals and instructional programs. Served on departmental,school,university,national and international academic and research committees. State executive supervisor for Alaska FFA 1998 through 2010,provided guidance and communications with middle and high school students and instructors in agriscience and natural resources management including preparing for and administering the annual FFA state convention. Karlsson -2 Selected Publications Karlsson,M.2016.Growing cucumbers in greenhouses.University of Alaska Fairbanks,School of Natural Resources and Extension,Cooperative Extension Service HGA-00434. Cook,E.,B.Goodale and M.Karlsson.2016.Managing greenhouse bell peppers for optimal yield. HortScience (in press). Cook,E.and M.Karlsson.2016.Growing dwarf sunflowers using light emitting diodes.Acta Horticulturae (in press). Cook,E.and M.Karlsson.2015.Light quality impacts on growth,morphology and flowering of grafted tomatoes.HortScience 50(9):56. Karlsson,M.2014.Grafted vegetable transplants for earliness and productivity during northern field seasons.HortScience 49(9):S287. Karlsson,M.2014.Controlling the greenhouse environment.University of Alaska Fairbanks,School of Natural Resources and Extension,Cooperative Extension Service HGA-00336. Karlsson,M.and J.Dawe.2014.What are the implications of your research?Starting the Broader Impacts conversation in Alaska.Agroborealis 44:46-47. NRM 692.2013.Broader Impacts.What potential does your work have to make our world better?AFES Miscellaneous Publication MP 2013-07. Karlsson,M.and C.Willingham.2013.Field performance of transplants using light emitting diodes. HortScience 48(9):S41. Karlsson,M.2012.Using light emitting diodes for early development of flowering plants.HortScience 47(9):S336. Karlsson,M.and J.Werner.2011.High tunnel covering materials for northern field production. International Society of Horticultural Science.Acta Horticulturae 893:1333-1339. Werner,J.,Y.Okada and M.Karlsson.2011.Using light emitting diodes in high latitude greenhouse production Acta Horticulturae 907:287-290. Calhoun,K.and M.Karlsson.2011.Growing apples in interior Alaska,suitable varieties for cold climates.Cooperative Extension Service,Univ.of Alaska Fairbanks,HGA-00043. Neely,H.L.,R.T.Koenig,C.A.Miles,T.C.Koenig,and M.G.Karlsson.2010.Diurnal fluctuation in nitrate concentration of field-grown leafy greens at two latitudes.HortScience 45:1815-1818. Karlsson,M.and J.Werner.2009.Hydroponic greenhouse lettuce production in subarctic conditions using geothermal heat and power.Acta Horticulturae 843:275-281. Karlsson,M.and J.Werner.2009.Snap bean yield and photosynthesis during twilight extended field conditions.HortScience 44:1127. Hanks,C.,G.Holdmann,A.Byrd,D.Witmer,M.Karlsson,D.Pride,V.Fay,M.Stuefer,R.Ganguli and P.Metz.2009.Assessment of CO2 sequestration options and other environmental impacts related to the proposed coal-to-liquids facility at Eielson Air Force Base.Prepared for the U.S.Air Force by the Geophysical Institute and the Alaska Center for Energy and Power,University of Alaska Fairbanks. Karlsson,M.and J.Werner.2008.Early day length sensitivity in sunflower.HortScience 43:1261-1262. Karlsson,M.and J.Werner.2008.Modified field environments for high latitude crop production,p.64. International Meeting on Controlled Environment Agriculture.Cocoa Beach,Florida. Palestro,J.,B.Nilsson,J.Frank,M.Karlsson,R.Moe,A.Pehkonen,C.J.Westman,D-L.Wulfsohn,A. Torgersen Daae,O.Frykman,I.Christiansen,J.Ohlund,V.Shahedi and M.Zanzi.2007.Utvardering av skogliga,tradgardsvetenskapliga och teknologiska utbildningar samt utbilding till djursjukvardare vid Sveriges lantbruksuniversitet 4r 2006.Hégskoleverkets rapportserie 2007:II R,Hégskoleverket (Swedish National Agency for Higher Education),Stockholm,Sweden.Rader,H.B.and M.G.Karlsson.2006.Northern field production of leaf and romaine lettuce using a high tunnel.HortTechnology 16:649-654. Karlsson,M.2006.Greenhouse tomato production for Alaska.Agroborealis 38(1):28-30. Leiner,R.,H.Geier and M.Karlsson.2006.Restaurant interviews to determine demand for baby greens in Alaska.AFES Miscell.Public.2006-02.Ag.and Forestry Expt Station,Univ.of Alaska Fairbanks. Karlsson -3 REFERENCES Dr.Fred Schlutt Vice Provost Extension &Outreach Director Cooperative Extension Service School of Natural Resources &Extension University of Alaska Fairbanks 237 Cooperative Extension Service State Office (Forestry Building) P.O.Box 756180 Fairbanks,AK 99775-6180 fred.schlutt@alaska.edu phone 907-474-7246 Dr.Milan Shipka Director of the Agricultural and Forestry Experiment Station Director for Research Programs School of Natural Resources and Extension University of Alaska Fairbanks 303 O'Neill Building PO Box 757200 Fairbanks,AK 99775-7200 mpshipka@alaska.edu phone 907-474-7429 Dr.David Valentine Director of Academic Programs School of Natural Resources and Extension University of Alaska Fairbanks 303 O'Neill Building PO Box 757200 Fairbanks,AK 99775-7200 dvalentine@alska.edu phone:907-474-7614 tor C$os en en;x.)7 rin:...vod Uiimate Mousing esearcn Venter ..|PRUsECs nile:.Biomass ruelea Greennouse Hanapook ...7 TASK NO:Project TASK DESCRIPTION:Develop a Printable Handbook to be used as Manual Per RFP 16106 |DATE:§/20/2016 GROUP:METHOD OF PAYMENT:FPL_]FPA_|Tal]CPFF{|| SUB-LABOR HOURS PER JOB CLASSIFICATION TASK NO.SUB-TASK DESCRIPTION Project Project Staff |Support Staff Manager 1 Project Management49 34 2 Contracts Management 10 3 Travel Coordination with partners (CES,REAP)and 4 the AEA group (bi weekly teleconferences - 18)20 36 2 5 Initial information gathering and interviews 28 6 Data compilation from initial interview, assessment of further data collection 52 7 Foliow up interviews,video recording 30 8 Data compilation and outlining guidebook 40 9 First Draft of the Guiedebook,editing film 160 10 Creating graphics and layout 100 1 Reviews and compling reviewer comments 104 12 Second draft reviews 40 13 Final Draft interactive webby thing kinda like the annual report 60 15 TOTAL LABOR HOURS 54 650 27 0 0 0 0 0 0 0 *LABOR RATES ($/HR)$100.00 $80.00 $75.00 LABOR COSTS ($)$5,400.00 $52,000.00 $2,025.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 sn EXPENSES ---_-|COMMENTS: TASK NO.{TEM(S)QUANTITY UNIT PRIC PRICE 3 Travel 1 2470.00)$2,470.00 5 Non contracted interview expenses 1 2 00}$2,214.00 4 Teleconference expenses 1 A $492.00 $492.00 wt,$0.00 OA DA $0.00 er.|!7 $0.00 |FIRM'S TOTAL COST OF LABOR (or Fixed Price):$59,425 "UE PA)$0.00 |/F CPFF,TOTAL INDIRECT COST @ 0.00%$0 TOTAL EXPENSES:$5,176 [FIRM'S TOTAL EXPENSES $5,176 SUB-CONTRACTORS:Firm Initials and Price Per Task FIRM'S TOTAL COST (no Subcontracts or Fee)$64,601 FIRM:|School District REAP Meriam AMOUNT:$10,332 $14,268 $10,763 TOTAL SUBCONTRACTOR PRICES:$35,363 *Labor Rates shall be direct labor (base pay)only if Method of Payment is CPFF;otherwise,Labor Rates shail be total rates (i.e.base pay +benefits +overhead +profit.) estimate.tsk (April 2012)DOT/PF,Task Estimate Sheets Task 1