HomeMy WebLinkAboutItem 23 - Fleet Electrification and Electric Vehicle Charging Master Plan23. Agreement with ICF Incorporated, LLC to Develop a Fleet Electrification & EV
Charging Master Plan and City Fleet Policies (RFP No. 24-002) (General Fund and
Non -General Fund)
Department(s):
Recommended Action: 1. Approve an appropriation adjustment recognizing
$73,179 of prior -year fund balance in the Equipment Replacement Fund, PriorYear
Carry Forward revenue account and appropriate the same amount into the
Equipment Replacement Fund, Contract Services -Professional expenditure
account. (Requires five affirmative votes)
2. Authorize the City Manager to execute an agreement with ICF Incorporated, LLC
to develop a Fleet Electrification and EV Charging Master Plan and City Fleet
Policies in the amount of $150,590, plus a contingency of $22,589, for a three-year
period beginning August 6, 2024 and expiring August 5, 2027, with provisions for
two one-year extensions (Agreement No. A-2024-XXX).
Public Works Agency
www.santa-ana.org/public-works
Item # 23
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
August 6, 2024
TOPIC: Fleet Electrification and Electric Vehicle Charging Master Plan
AGENDA TITLE
Agreement with ICF Incorporated, LLC to Develop a Fleet Electrification & EV Charging
Master Plan and City Fleet Policies (RFP No. 24-002) (General Fund and Non -General
Fund)
RECOMMENDED ACTION
Approve an appropriation adjustment recognizing $73,179 of prior -year fund balance
in the Equipment Replacement Fund, Prior Year Carry Forward revenue account
and appropriate the same amount into the Equipment Replacement Fund, Contract
Services -Professional expenditure account. (Requires five affirmative votes)
2. Authorize the City Manager to execute an agreement with ICF Incorporated, LLC to
develop a Fleet Electrification and EV Charging Master Plan and City Fleet Policies
in the amount of $150,590, plus a contingency of $22,589, for a three-year period
beginning August 6, 2024 and expiring August 5, 2027, with provisions for two one-
year extensions (Agreement No. A-2024-XXX).
GOVERNMENT CODE 484308 APPLIES: Yes
DISCUSSION
The Public Works Agency's Parks, Fleet, and Facilities Services Division is responsible
for the acquisition, maintenance, repair, and replacement of vehicles, trucks, and
maintenance equipment. Fleet Services strives to stay abreast of fleet regulations and
fleet trends that embrace alternative fuel and reduction of greenhouse emissions.
The Advanced Clean Fleets (ACF) Regulation, a mandate developed by the California
Air Resources Board (CARB), aims to improve air quality to protect the public health
and welfare of Californians. The latest ACF regulation is one of several regulations that
contribute towards meeting the goals in Governor Newsom's Executive Order N-79-20.
The ACF regulation requires fleets to phase -in the use of Zero -Emission Vehicles
(ZEVs). The City of Santa Ana is subject to this regulation. Beginning January 1, 2024,
affected fleets must comply with the ACF regulation by ensuring that 50% of their
annual vehicle purchases per calendar year with a gross vehicle weight rating greater
Fleet Electrification and Electric Vehicle Charging Master Plan
August 6, 2024
Page 2
than 8,500 are ZEVs. Beginning January 1, 2027, 100% of vehicle purchases must be
ZEVs.
To navigate the transition, staff recommends approving an agreement with ICF
Incorporated, LLC. Their experience in fleet electrification assessments, vehicle
acquisition plans, charging infrastructure plans, understanding of complex fleet
regulations, and knowledge of California's EV market makes them a leader in fleet
electrification. ICF Incorporated, LLC will assess the City's existing fleet composition,
infrastructure, and policies to develop a comprehensive Fleet Electrification and Electric
Vehicle Charging Master Plan, a roadmap towards fleet electrification.
The Request for Proposals (RFP) No. 24-002 was issued on January 11, 2024 on the
City's online bid management publication system, PlanetBids. A summary of vendor
participation is as follows:
271 Vendors notified
1 Santa Ana vendors notified
64 Vendors downloaded the bid packet
9 Bids received
0 Bids received from Santa Ana vendors
Proposals were solicited, opened on February 27, 2024, and evaluated. Nine proposals
were submitted by the RFP deadline and eight were determined to be responsible,
responsive to the specifications, and met the City's requirements. An evaluation
committee with experience in fleet management, engineering, and facilities evaluated all
responsive proposals according to the RFP criteria. The following summarizes the
results of the evaluation.
Firm
ICF Incorporated, LLC
AECOM Technical Services, Inc
Black & Veatch Corporation
Frontier Energy, Inc
Mercury Associates, Inc
Makers Architecture and Urban Design, LLP
Matrix Consulting Group, LTD
Jones Lang LaSalle Americas, Inc
Location
Rank
Irvine, CA
1
Orange, CA
2
Irvine, CA
3
Pleasanton, CA
4
Charleston, SC
5
San Diego, CA
6
San Mateo, CA
7
Washington, DC
8
Staff recommends awarding an agreement to the highest ranked firm, ICF Incorporated,
LLC, whom has the expert skills, knowledge, and experience to accomplish the City's
objective to comply with State regulations toward fleet electrification and development of
City fleet policies (Exhibit 1).
Fleet Electrification and Electric Vehicle Charging Master Plan
August 6, 2024
Page 3
ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.
FISCAL IMPACT
With the approval of the requested appropriation adjustment, $73,179 will be recognized
in prior -year fund balance in the Equipment Replacement Fund, Prior Year Carry
Forward revenue account (No. 07017002-50001) and appropriate the same amount into
the Equipment Replacement Fund, Contract Services -Professional expenditure account
(No. 07017100-62300). Funds will be available for this expenditure in the accounts
below. Any remaining balances not expended by the end of FY 2024-25 will be
presented to the City Council for approval of carry-overs to FY 2025-26.
Fiscal Year
Accounting
Fund
Accounting Unit,
Amount
Unit -Account #
Description
Account Description
PWA — Service
2024-25
01117017-62300
General Fund
Enhancement, Contract
$100,000
Services -Professional
Equipment
Equipment Replacement,
2024-25
07017100-62300
Replacement
Contract Services-
$73,179
Professional
TOTAL
$173,179
EXHIBIT(S)
1. Agreement with ICF Incorporated, LLC
Submitted By: Nabil Saba, P.E., Executive Director — Public Works Agency
Approved By: Alvaro Nunez, Acting City Manager
EXHIBIT 1
AGREEMENT WITH ICF INCORPORATED LLC TO PROVIDE FLEET
ELECTRIFICATION & EV CHARGING MASTER PLAN AND FLEET POLICIES FOR THE
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this 6th day of August, 2024 by and between ICF
Incorporated, LLC ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation
organized and existing under the Constitution and laws of the State of California ("City").
RECITALS
A. On January 11, 2024, City issued Request for Proposal ("RFP") No. 24-002, by which it sought
qualified firms to provide fleet electrification and electric vehicle charging master plans, as well
as fleet policies.
B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents
that it is able and willing to provide the services described in the scope of work that was included
in REP 24-002.
C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable
in its field and that any services performed by Consultant under this Agreement will be performed
in compliance with such standards as may reasonably be expected from a professional engineering
firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms
and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform the services described in the scope of work that was included in RFP No.
24-002, which is attached as Exhibit A, and as more specifically delineated in Consultant's proposal,
which is attached as Exhibit B and incorporated in full.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City,
the rates and charges identified in Exhibit B. The total amount to be expended during the term
of this Agreement shall not exceed $173,179.
b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment need not
be made for work which fails to meet the standards of performance set forth in the Recitals
which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above for a three-year term and terminate
on August 5, 2027, unless terminated earlier in accordance with Section 16, below. The term of this
Agreement may be extended for two, one-year extensions upon a writing executed by the City Manager
and City Attorney.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770,
et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage
Laws"), which require the payment of prevailing wage rates and the performance of other requirements
on "public works" and "maintenance" projects. If the services being performed are part of an applicable
"public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws.
Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents
free and harmless from any claim or liability arising out of any failure or alleged failure to comply with
the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent
contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to
create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise
discretion or control over the professional manner in which Consultant performs the services which are
the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided
in a manner consistent with all applicable standards and regulations governing such services. Consultant
shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar
taxes relating to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse,
or sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any
tangible medium of expression, including but not limited to, physical drawings or data magnetically or
otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant
under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in
writing that City is granted a non-exclusive and perpetual license for any Documents & Data the
subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the
legal right to license any and all Documents & Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City's sole risk.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and
shall require its subcontractors, if any, to obtain and maintain insurance as described below for the entire
Term of this Agreement against claims for injuries to persons or damage to property which may arise from
or in connection with services, products and materials supplied to City. Total cost of such insurance shall
be borne by Consultant.
a. Minimum Scope and Limit of Insurance
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01
covering CGL on an "occurrence" basis, including products and completed operations,
property damage, bodily injury and personal & advertising injury with limits no less
than $1,000,000 per occurrence and $2,000,000 aggregate. Required policy limits can
be met with primary and umbrella/excess insurance policies.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1) with
a limit no less than $1,000,000 combined single limits.
3. Workers' Compensation: as required by the State of California, with Statutory Limits,
and Employer's Liability Insurance with limit of no less than $1,000,000 per accident
for bodily injury or disease.
4. Professional Liability Insurance: with limits no less than $1,000,000 per occurrence
or claim, and $2,000,000 aggregate.
5. Broader Coverage: if the Consultant maintains broader coverage and/or higher limits
than the minimums shown above, the City requires and shall be entitled to the broader
coverage and/or the higher limits maintained by the Consultant. Any available
insurance proceeds in excess of the specified minimum limits of insurance and
coverage shall be available to the City.
b. Other Insurance Provisions
1. Additional Insured Status: The City, its City Council, its officers, officials,
employees, and volunteers are to be covered as additional insureds on the Consultant's
CGL, Professional Liability, and Automobile Liability policies, with respect to liability
arising out of work or operations performed by or on behalf of the Consultant including
materials, parts, or equipment furnished in connectionwith such work or operations.
2. Waiver of Subrogation: Consultant hereby grants to City a waiver of any right to
subrogation that any insurer of said Consultant may acquire against the City by virtue
of the payment of any loss under such insurance. Consultant agrees to obtain any
endorsement that may be necessary to affect this waiver of subrogation, but this
provision applies regardless of whether or not the City has received a waiver of
subrogation endorsement from the insurer.
3. Primary Coverage: For any claims related to this contract, the Consultant's insurance
coverage shall be primary. Any insurance or self-insurance maintained by the City, its
officers, officials, employees, or volunteers shall be excess of the Consultant's
insurance and shall not contribute with it.
4. Severability of Interest: A severability of interest provision must apply for all the
additional insureds, ensuring that Consultant's insurance shall apply separately to each
insured against whom a claim is made or suit is brought, except with respect to the
insurer's limits of liability.
5. Notice of Cancellation: Each insurance policy required above shall provide that
coverage shall not be canceled, voided, reduced in coverage or in limits, non -renewed
by the carrier, or materially changed except after thirty (30) days prior written notice
has been given to City. Ten (10) days prior written notice shall be provided to City for
policy cancellation or non -renewal due to non-payment of premium.
6. Self -Insured Retentions: Self -insured retentions must be declared to and approved by
the City. The City may require Consultant to purchase coverage with a lower retention
or provide proof of ability to pay losses and related investigations, claim
administration, and defense expenses within the retention.
7. Acceptability of Insurers: Insurance is to be placed with insurers authorized to
conduct business in the state with a current A.M. Best's rating of no less than A:VII,
unless otherwise acceptable to the City.
8. Claims Made Policies: If any of the required policies provide coverage on a claims -
made basis: (1) the Retroactive Date must be shown and must be before the date of the
contract; (2) Insurance must be maintained and evidence of insurance must be provided
for at least three years after completion of work; (3) If coverage is canceled or non -
renewed, and not replaced with another claims -made policy form with a Retroactive
Date prior to the contract effective date, Consultant must purchase "extended
reporting" coverage for a minimum of three years after completion of work.
9. Verification of Coverage: Consultant shall furnish the City with original Certificates
of Insurance including all required amendatory endorsements (or copies of the
applicable policy language effecting coverage requiredby this clause) and a copy of the
Declarations and Endorsement Page of the CGL policy listing all policy endorsements
to City before work begins. However, failure to obtain the required documents prior to
the work beginning shall not waive the Consultant's obligation to provide them.
The City reserves the right to require complete, certified copies of all required insurance
policies, including endorsements required by these specifications, at any time.
10. Subcontractors: Consultant shall require and verify that all subcontractors maintain
insurance meeting all the requirements stated herein, and Consultant shall ensure that
City is an additional insured on insurance required from subcontractors.
11. Special Risks or Circumstances: City reserves the right to modify these requirements,
including limits, based on the nature of therisk, prior experience, insurer, coverage, or
other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,
employees, contractors, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal
injury, including death, and claims for property damage, which may arise from the negligent operations
of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates
to the services described in section 1 of this Agreement; and (2) from any claim that personal injury,
damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or
effects arising from this Agreement. This indemnity and hold harmless agreement applies to all third party
claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have
been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects,
arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs
for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding
any action by a third party challenging the validity of this Agreement, or asserting that personal injury,
damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises
by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions
with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent
Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to
the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant.
Limitation of liability: notwithstanding any contrary provisions herein, in no event shall either party be
liable to the other party, for any lost profits or incidental, consequential, special, punitive, or indirect
damages under the Agreement, regardless of whether advised of the possibility of such damages and in
no event shall either party's liability for damages under this Agreement exceed the value of the Agreement.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees
against any and all liability, including costs, for infringement of any United States' letters patent,
trademark, or copyright infringement, including costs, contained in the work product or documents
provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this
Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred
under this Agreement and any services, expenditures, and disbursements charged to the City for a
minimum period of three (3) years, or for any longer period required by law, from the date of final payment
to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of
such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement for a period of three (3) years from the date of final payment to Consultant under this
Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is
reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or
disclose such information except in the performance of this Agreement, and further agrees to exercise the
same degree of care it uses to protect its own information of like importance, but in no event less than
reasonable care. "Confidential Information" shall include all nonpublic information. Confidential
information includes not only written information, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by any subsidiary
and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and
nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources;
(b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful
possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by
operation of law; or (e) is independently developed by the Consultant without reference to information
disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual
orientation, gender identity, gender expression, gender, medical conditions, genetic information, or
military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by
applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other
employment related activities or any services provided under this Agreement. Consultant affirms that it
is an equal opportunity employer and shall comply with all applicable federal, state and local laws and
regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant,
and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict
between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail.
This Agreement may not be modified except by written instrument signed by the City and by an authorized
representative of Consultant. The parties agree that any terms or conditions of any purchase order or other
instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or
obligate Consultant or the City. Each party to this Agreement acknowledges that no representations,
inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting
on behalf of any party, which is not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written
consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior
written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit
the City's ability to have any of the services which are the subject to this Agreement performed by City
personnel or by other contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for
all services performed by Consultant prior to receipt of such notice of termination, subject to the following
conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product(s) completed as of such date, and in such case such work
product shall be the property of the City unless prohibited by law, and Consultant consents
to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance
specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by
the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving
the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed
a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver
constitute a continuing waiver unless the writing so specifies.
18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined
and governed by the laws of the State of California. Both parties further agree that Orange County,
California, shall be the venue for any action or proceeding that may be brought or arise out of, in
connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits,
approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by
the laws and regulations of the United States, the State of California, the City of Santa Ana and all other
governmental agencies. Consultant shall notify the City immediately and in writing of its inability to
obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be
cause for termination of this Agreement.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify City fully, including reasonable costs and attorney's fees, for any
injuries or damages to City in the event that such authority or power is not, in fact, held by
the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth
in the body of this Agreement.
21. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be
in writing and shall be deemed to be properly given if delivered in person or mailed by first class or
certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided
in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-647-5635
To Consultant:
ICF Incorporated, LLC
1902 Reston Metro Plaza
Reston, VA 20190
(213) 312-1707
A party may change its address by giving notice in writing to the other party. Thereafter, any
communication shall be addressed and transmitted to the new address. If sent by mail, communication
shall be effective or deemed to have been given three (3) days after it has been deposited in the United
States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by
fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time
set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth
above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays
shall be excluded.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST:
Jennifer L. Hall
Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
Kyle lesen
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
N a b I I Saba Date: 21024.07.22 15:31:30 Saba
-07'00'
Nabil Saba
Executive Director
Public Works Agency
CITY OF SANTA ANA
Alvaro Nunez
Acting City Manager
ICF INCORPORATED LLC:
Name: Rhonda Hall
Title: Sr. Contracts Administrator
(2)
EXHIBIT A - SCOPE OF WORK
CITY OF SANTA ANA
EXHIBIT I
SCOPE OF SERVICES
Contractor shall perform services as set forth below.
I. CONTRACTOR RESPONSIBILITIES
The Consultant shall provide all labor, materials, services, and equipment necessary for the
development of a comprehensive Fleet Electrification & Electric Vehicle (EV) Charging Master
Plan and City Fleet Policies. The proposed Master Plan and Fleet Policies shall serve as a
framework to guide decisions on growth, development, and management of the City's fleet
services.
The assessments shall be conducted in accordance with well -established industry standards.
The assessment shall be performed by individuals trains and licensed and/or certified in
construction, engineering, and/or architecture for the specific building systems they are
assessing.
All work shall be in accordance with applicable practices and shall conform to all applicable laws,
codes and regulations. Business hours are considered from 7:00 A.M. to 5:00 P.M. (Monday
through Friday). Any time outside of business hours of operation may be considered after
hours/weekends. All services, equipment and materials provided by the Consultant must be in
accordance with applicable Federal, State and local regulations, laws, and codes. The City
reserves the right to modify the scope of the project at any time.
II. SERVICE
The Consultant shall provide professional consulting services and is expected to fulfill the
requirements described in the Scope of Services to accomplish the City's objective of electrifying
the City's fleet and updating the City's fleet policies. The Consultant is expected to provide
suggestions other than those listed in the Scope of Services, which they believe would be of
value to producing master plan that reflects the unique nature of the City of Santa Ana.
Suggestions which require the Consultant to provide a service that may cause a cost increase
are to be shown as "Value Added Costs." Upon final selection, the Scope of Services may be
modified and/or refined as needed. It is important to note that emergency vehicles defined in
California Vehicle Code § 165 are exempt from Califorinia electrification mandates.
The Scope of Services is organized into the following tasks:
TASK 1 — PROJECT KICK-OFF
Project Kick -Off Meeting
The Consultant will facilitate a kick-off meeting with key City Staff to receive available
information related to the project, identify and discuss any technical issues, identify and
discuss relevant regulations, coordinate City Staff/Consultant responsibilities, and refine
the project schedule.
(9)
CITY OF SANTA ANA
TASK 2 — REVIEW OF POLICIES, DOCUMENTS, AN EXISTING CITY FLEET AND
INFRASTRUCTURE
The Consultant shall review policies and documents that are relevant to the development
of the final Fleet Electrification & Electric Vehicle Charging Master Plan and City Fleet
Policies. The Consultant shall obtain from the City, where available, existing policies and
data prior to the commencement of the assessments.
TASK 3 — ELECTRIC VEHICLE AND CHARGING STATION ASSESSMENT
Electric Vehicle Assessment
• Work with City Staff to evaluate the composition of the City's existing fleet,
utilization patterns, locations of vehicle storage, and maintenance. The inventory
shall establish a baseline for the current City fleet and electrification status.
• Review the City's existing fleet policies and procurement procedures.
• Identify and recommend available EV options and provide a cost analysis,
including purchase, maintenance, expected useful life, and salvage value.
• Provide a budget and cost analysis.
• Offer insights on expected costs and estimated timelines for the availability of
vehicles not currently on the market.
• Create a timeline for the expected vehicle replacement schedule.
• Identify incentive and financing mechanisims and other strategies that could
accelerate the electrification of the City's fleet.
• Include South Coast Air Quality Management District (SCAQMD) compliance
considerations.
• Identify barriers to the fleet electrification transition.
• Provide guidance on California Air Resources Board (CARB) Advanced Clean
Fleets regulation and requirements .
• Provide guidance on potential paths forward for vehicles that do not clearly
qualify for exemption under the various CARB regulations.
Electric Vehicle Charging Equipment Assessment
• Work with City Staff to evaluate the composition of the City's existing EV
charging infrastructure, consumption patterns, locations of charging stations,
current fee, and maintenance.
• Identify site locations for EV charging infrastructure.
• Determine energy requirements for the proposed fleet and existing power supply.
• Identify applicable EV charging equipment options and provide acquisition and
maintenance costs.
• Provide a budget and cost analysis.
• Provide a life cycle cost analysis of EV charging equipment.
• Identify incentive and financing mechanisims.
• Include South Coast Air Quality Management District (SCAQMD) compliance
considerations.
• Advise City Staff of infrastructure improvements necessary to meet electrical
needs for charging equipment, including coordination with the utility company on
electrical supply availability.
(2)
CITY OF SANTA ANA
Identify opportunities for public and City staff EV charging on City properties.
Identify scenarios where additional off -site charging resources may be required
to support fleet operations.
Provide recommendations for emergency backup charging, solar generation, and
storage.
Deliverables
Report and presentation of CARB regulations, updates, and compliance
requirements.
Electric Vehicle Assessment that includes vehicle replacement schedule, vehicle
replacement recommendations, budget and cost analysis, regulatory compliance.
Electric Vehicle Charging Equipment Assessment that includes site locations,
energy requirements, infrastructure improvements, budget and cost analysis
(acquisition, installation, maintenance, life cycle), emergency backup/solar
recommendations.
TASK 4 — DEVELOPMENT OF CITY FLEET POLICIES & STANDARDS
• Work with City Staff to review existing fleet policies.
• Present information to the City identifying existing policy issues and any relevant
federal/state mandates.
• Identify and present fleet industry standards and future developments.
• Draft comprehensive, clear, and consistent fleet policies and standards;
including, new and revision of existing policies. Consultant must submit the
original version in Microsoft Word format.
Deliverables
• Using information received and developed in Task 2, 3, and 4, draft
recommended policies that align with Fleet industry standards that support the
Fleet operation, City objectives, and related legislation.
TASK 5 — WORKFORCE & STAFFING LEVELS
• Review existing City Fleet staffing levels.
• Determine any changes in staffing and training required to adequately manage
the electrified fleet and resources available for that training.
• Provide recommendations on technical and professional development of City
Staff in order to maintain, service, and repair electric fleet and infrastructure
• Provide a comprehensive labor cost analysis for the repair and maintenance of
EVs including estimated labor hours for common EV on repair tasks.
• Provide recommendations for staffing levels for Fleet Maintenance including,
technicians, project managers, and administrative staff to execute and administer
the Master Plan.
Deliverables
• Comprehensive workforce assessment that identifies the required staffing levels
to maintain, service, repair EVs and EV charging equipment, and administer the
(9)
CITY OF SANTA ANA
Master Plan, including labor cost assessment of repair and maintenance tasks as
well as resources available for training and professional development.
TASK 6 — FLEET ELECTRIFICATION & VEHICLE CHARGING MASTER PLAN
The Consultant must prepare the Fleet Electrification & Vehicle Charging Master Plan
that contains, but is not limited to the following:
1. Utilizing information gathered and developed in Task 3, provide a Master Plan
which takes into consideration the City's anticipated needs to electrify the fleet,
infrastructure to support fleet electrification, fleet policies, fleet industry
standards, and CARB mandates.
2. The final Master Plan shall include, but are not limited to:
• Executive Summary
• Fleet Electrification Equipment Replacement Schedule
• Electric Vehicle Recommendations
• Carbon and Pollutant Reduction Analysis
• Electric Vehicle Charging Plan
• Project Budget & Analysis
• Incentive Programs & Funding Sources
• Workforce/Staffing Recommendations
• Other Relevant/Diagrammatic Information
• PowerPoint Presentation (to accompany the plan)
III. VALUE ADDED RELATED SERVICES
The Consultant may propose additional related services that the City has not specificially identified in
this RFP to accomplish the stated goals of this RFP. Value added related services will be considered
by the City and may or may not be incorporated in the agreement.
11 EL O- - /
Submitted to:
Michael Ortiz, Acting D.D. Public Works
(Parks, Fleet, Facilities)
City of Santa Ana
Public Works Agency
Parks, Fleet, Facilities Division
20 Civic Center Plaza
Santa Ana, CA 92701
Submitted by:
ICF Incorporated, L.L.C.
49 Discovery
Suite 250
Irvine, CA 92618
Contact:
Theodora Konstantinou, PhD
Project Manager
(213) 312 1707
Theodora. Konstantinou(@icf.com
This proposal includes proprietary and confidential data that shall not be disclosed outside City of Santa Ana and shall not be duplicated, used,
or disclosed —in whole or in part —for any purpose other than to evaluate this proposal. The data subject to this restriction are contained in this
volume and its appendices and attachments.
Cover Sheet
February 26, 2024
Michael Ortiz, Acting D.D. Public Works (Parks, Fleet, Facilities) MIT
City of Santa Ana — Public Works Agency — Parks, Fleet, Facilities Division
20 Civic Center Plaza
Santa Ana, CA 92701
Subject: ICF Statement of Qualifications (SOQ) 2024-162484 in Response to Request for Proposals (RFP)
titled "Fleet Electrification & Electric Vehicle Master Plan And City Fleet Policies"
Dear Mr. Ortiz,
ICF Incorporated, L.L.C., is pleased to submit our SOQ in response to the City of Santa Ana RFP titled "Fleet
Electrification & Electric Vehicle Master Plan and City Fleet Policies." The ICF team are committed to fulfilling the
entire scope of this important project and adhering to the requirements described in the City's RFP. We believe our
team is exceptionally well positioned to accomplish this project for the following reasons.
Our team has a deep understanding and knowledge of the California EV market and policies. ICF
has a rich history of involvement in California, where we have supported key initiatives for the California
Energy Commission, the Southern California Association of Governments, and various municipalities
throughout the state. Throughout these engagements, we have guided these agencies through the intricacies of
California's complex regulatory frameworks. Moreover, our project director —Sam Pournazeri, PhD —and deputy
project manager —Stephanie Kong, PhD —have joined us from CARB. During their tenure at CARB, they were part of
the team that developed the Advanced Clean Fleet (ACF), and Advanced Clean Cars 2 (ACC 2) regulations. Our
team also has a deep understanding of the local regulations imposed by South Coast AQMD. Over the past year, we
have assisted multiple municipalities across California navigating through ACF regulation.
We are a leader in fleet electrification assessment. ICF has been deeply engaged in fleet electrification
planning initiatives for almost a decade. To date, we have executed electrification studies for almost 200
fleets (half of which have been municipality fleets) spanning more than 78,000 vehicles. Our comprehensive
approach calls for the evaluation of current fleets, the identification of ideal electrification opportunities, and
the creation of solid implementation strategies. Using our analytical tools, we have designed fleet transition plans and
carried out zero emission infrastructure planning. In California, ICF is playing a pivotal role in the state's transition to
zero emission transportation. We have been helping numerous municipalities and public agencies design and
implement comprehensive fleet electrification plans and develop electric vehicle (EV) charging infrastructure. Our
endeavors in Southern California have not gone unnoticed; a Los Angeles Times newspaper has featured our work.
We have strong experience in designing tailored charging infrastructure plans for fleets. ICF boasts
v� extensive expertise in the formulation of charging infrastructure plans for fleets ranging from 50 to 10,000
vehicles. We possess the necessary tools, expertise, and industry connections to ensure that our charging
infrastructure recommendations are tailored to the unique needs of each fleet. We can identify the ideal EV supply
equipment (EVSE) solution for each fleet, considering their operational and logistical constraints to enhance fleet
efficiency and curtail energy costs, and we conduct onsite assessments at client locations to determine the optimal
site layout and devise the most effective charging strategy.
We look forward to hearing from you regarding the status of our proposal and welcome the opportunity for further
discussion. ICF's proposal remains valid for a period of one hundred eighty (180) days from the date of submission.
ICF reserves the right to review its submission, and to extend or revise its offer based on the facts known at the end
of the 180-day period. We are available to discuss contractual questions and may be contacted at (703) 556-5639 or
via email at Rhonda.Hall(cbicf.com. Technical questions should be directed to our proposed project manager, Dr.
Theodora Konstantinou, at (213) 312 1707 or Theodora. Konstantinou a�icf.com.
Sincerely,
Joseph C. Moran, Senior Contracts Manager
Table of Contents
CoverSheet.................................................................................................................................................................... i
ServiceProvided............................................................................................................................................................1
AgreementStatement....................................................................................................................................................2
Firmand Team Experience............................................................................................................................................2
National Leadership in Fleet Electrification Programs...............................................................................................3
TeamOrganization....................................................................................................................................................5
ProposedWork Plan......................................................................................................................................................6
ProjectUnderstanding...............................................................................................................................................6
TechnicalApproach...................................................................................................................................................7
Task 1: Project Kick -Off and Project Management................................................................................................7
Task 2: Review of Policies, Documents, and Existing City Fleet and Infrastructure..............................................8
Task 3: Electric Vehicle and Charging Station Assessment..................................................................................9
Task 4: Development of City Fleet Policies and Standards.................................................................................15
Task 5: Workforce Development and Staffing Levels..........................................................................................16
Task 6: Fleet Electrification and Vehicle Charging Master Plan..........................................................................17
ProjectSchedule......................................................................................................................................................18
References...................................................................................................................................................................19
AppendixA: Key Staff Resumes..................................................................................................................................21
AppendixB: Support Staff Resumes............................................................................................................................37
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Service Provided
ICF proposes a comprehensive suite of services tailored to meet the City of Santa Ana's needs for transitioning to an
electrified fleet and supporting infrastructure, as outlined in their Request for Proposals (RFP) 24-002.Our approach
is designed to address the city's objectives through a structured, six -task framework, ensuring a smooth transition to
electric vehicles (EVs) and the establishment of a sustainable, efficient charging infrastructure.
Task 1 — Project Kick -Off initiates the project with a thorough kick-off meeting, ensuring that ICF's team aligns with
key City Staff on the project's scope, timeline, key milestones, potential technical issues, relevant regulations, and
responsibilities. This initial step will set the foundation for a collaborative effort, refining the project schedule to meet
the city's needs and expectations effectively.
Task 2 — Review of Policies, Documents, and Existing City Fleet and Infrastructure involves a comprehensive
review of current policies, documents, and data related to the city's fleet and infrastructure. ICF will assess these
materials to understand the baseline from which the electrification efforts will be launched. This task ensures that the
electrification plan is built on a solid understanding of existing conditions and practices, allowing for targeted
improvements.
Task 3 — Electric Vehicle and Charging Station Assessment focuses on evaluating the current state of the city's
fleet and its charging infrastructure. ICF will work closely with City staff to collect the necessary fleet, EV
infrastructure, and facility information, analyze vehicle usage patterns, maintenance practices, and existing fleet
policies. ICF will then leverage our extensive experience and expertise along with our proven analytical tools,
including our PowerGuide and FleetCHARGE models, to craft a customized fleet transition strategy and robust EV
infrastructure plan tailored for the City of Santa Ana fleets. Through PowerGuide, ICF will analyze each vehicle in
the current fleet and will recommend an equivalent EV, provided such an option is available and can meet the
operational and financial constraints provided by the City. The fleet transition assessment will also consider factors
such as SCAQMD compliance and CARB regulations, ensuring the proposed plan puts the City on a cost-effective
compliance pathway with these regulations. Next, using FleetCHARGE, ICF will conduct an in-depth analysis to
determine the optimal number, type, and location of charging stations, including detailed cost assessments and
deployment schedules. Importantly, this detailed technical assessment will be accompanied by a specific timeline
and funding strategy, providing the City with a clear, structured pathway to achieve their fleet electrification goals
efficiently and effectively.
Task 4 — Development of City Fleet Policies & Standards entails collaborating with City Staff to refine and develop
fleet policies and standards that support the electrification goals. The focus will be on creating adaptable, forward -
looking policies that facilitate efficient fleet management, compliance with environmental regulations, and the
adoption of clean transportation technologies. ICF will leverage its expertise to present information on existing policy
gaps, federal and state mandates, and future industry developments. This will culminate in drafting fleet policies that
will equip the City with the tools necessary for a sustainable fleet transformation, focusing on the operational ization of
these policies to achieve cost savings, efficiency improvements, and a reduced carbon footprint, all while navigating
the complexities of vehicle electrification and regulatory compliance..
Task 5 — Workforce & Staffing Levels addresses the human element of the electrification process. ICF will evaluate
current staffing levels and training needs to ensure the city's workforce is equipped to manage, service, and repair
the electrified fleet and its supporting infrastructure. Recommendations will be made for technical and professional
development, along with a detailed labor cost analysis for EV maintenance. This is to ensure that City can minimize
operation disruptions, optimize efficiency, and ensure the successful implementation of the Master Plan.
Task 6 — Fleet Electrification & Vehicle Charging Master Plan is the culmination of the project, where ICF will
integrate all information gathered and developed in the previous tasks into a comprehensive Master Plan. This plan
will outline strategies for fleet electrification, charging infrastructure development, budget analysis, and incentive
program identification. The plan will also include workforce recommendations and an executive summary,
accompanied by a detailed PowerPoint presentation for city stakeholders.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Our close proximity to the project stakeholders allows us for expedited communication and swift response times,
ensuring smoother project progression. Most of the key project staff are located in California: our project manager,
Dr. Theodora Konstantinou is based in Los Angeles and our deputy project manager, Dr. Stephanie Kong, is based
in Orange County. Our entire project staff is dedicated to the development of high -quality deliverables that meet and
exceed client expectations. We strive to deliver work products that are technically accurate and delivered according
to the established project schedule. It is the responsibility of our project management team to ensure that all services
our team provide are of the highest quality and consistent with the City's objectives, contractual requirements, and
applicable laws, codes, and standards.
Agreement Statement
ICF would like to submit the exceptions below in response to the sample Agreement.
7. Indemnification Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,
employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just
compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and
claims for property damage, which may arise from the negligent operations of the Contractor, its subcontractors,
agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this
Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless
agreement applies to all third party claims for damages, just compensation, restitution, judicial or equitable relief
suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this
Agreement. The Consultant further agrees to indemnify, hold harmless, and reasonable costs for the defense of the
City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution,
judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from
this Agreement. The City may make all reasonable decisions with respect to its representation in any legal
proceeding. Notwithstanding the foregoing, to the extent Contractor's services are subject to Civil Code Section
2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise
out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor.
ICF would like to request to include the clause below:
Limitation of liability: notwithstanding any contrary provisions herein, in no event shall either party be liable to the
other party, for any lost profits or incidental, consequential, special, punitive, or indirect damages under the
agreement, regardless of whether advised of the possibility of such damages and in no event shall either party's
liability for damages under this agreement exceed the value of the agreement.
Firm and Team Experience
ICF is a leading global consulting firm, renowned for taking on the world's most pressing
social and environmental issues with a deep understanding of transportation, energy, I .,
and climate change. For over 50 years, ICF has partnered with governments,
corporations, and multilateral organizations worldwide, delivering strategic value to client
programs at every stage. With a network of 75 offices and almost 10,000 employees, we '
provide unparalleled expertise and problem -solving capabilities, delivering innovative
solutions to complex transportation policy, planning, and programming challenges. When it comes to creating a
sustainable future, ICF is the trusted partner of choice.
ICF Headquarter Address 1902 Reston Metro Plaza, Reston, VA 20190
ICF Nearest Address Serving the City of Santa Ana 49 Discovery, Suite 250, Irvine, CA 92618
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
National Leadership in Fleet Electrification Programs
We pride ourselves on being a national leader in fleet
electrification. The chart in Exhibit 1 displays our
diverse and extensive portfolio in this domain. To
date, we have conducted fleet electrification studies
for almost 200 fleets ranging in size from 50 to 5,000
vehicles. Among these include some of the major
local and regional agencies in the United States, such
as the cities of Laguna Beach, CA; Lodi, CA;
Pittsburg, CA; Raleigh, NC; Honolulu, HI; Iowa City,
IA; Colorado Springs, CO; and Baltimore, MD; the
Los Angeles County Metropolitan Transportation
Authority (Metro); Santa Clara County, CA; the
Southern California Association of Governments
S( CAG); the San Diego Association of Governments
SA( NDAG); and numerous other agencies within and
outside of California.
Exhibit 1. ICF has conducted fleet electrification studies for
fleets across many sectors.
Transit utility FederalAgency
Authority State Agency 4 2
Public University 10 g Tribal Entity
ier
i
Moreover, we have recently initiated an effort supporting the Los Angeles Unified School District (LAUSD), the
second-largest school district in the country, to conduct a comprehensive fleet electrification and EV charging
assessment. Our role spans the entire project lifecycle, which includes conducting initial site assessments,
developing program requirements, overseeing project permitting, conducting inspections, and documenting
commissioning activities. Our track record of successful projects demonstrates our commitment to creating
innovative, effective solutions that make a real difference in our clients' communities. The comprehensive scope of
ICF's work in transportation and fleet electrification is succinctly depicted in Exhibit 2, which highlights our extensive
experience, nationwide coverage, and capabilities.
Exhibit 2. ICF has an extensive transportation and fleet electrification portfolio.
Transportation Electrification
O FleetAdvlsory
O Rebates
Smtdc City Light
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ICF has also supported federal, state, and local workforce agencies, employers, and stakeholders in developing and
implementing work -based learning, training & technical assistance (TTA), and employment programs. We have more
than 75 professionals dedicated to solving workforce issues in energy and climate -related sectors as well as
transportation and manufacturing. For more than 20 years, ICF has held hundreds of contracts, subcontracts, and
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
task orders focused on comprehensive, employer -driven, community -based, and outcomes -focused solutions to
address complex workforce development challenges.
The Scope of Services in the City's solicitation is ambitious and will require strong capabilities in a variety of elements
of fleet transition and EV charging and infrastructure planning. ICF is unique in that we provide deep, proven
expertise in technology, data collection, charging optimization solutions, the analysis of fleet operational
characteristics, the assessment of EV charging infrastructure needs and cost, and the development of workforce and
training programs. Exhibit 3 lists examples of the work performed by ICF in the past three years that best
characterize the work quality and expertise that the City can expect ICF to apply to the tasks in the scope. More
detail on each of these projects can are available upon request.
Exhibit 3. ICF Project Examples
Project
City of Laguna Beach, EV Fleet
and Charging Station Assessment
LAUSD, Energy White Fleet
Electrification Assessment
City of Pittsburg, Infrastructure
Needs Assessment Related to
Future Municipal Fleet Electrification
City of Lodi, Fleet Electrification
Plan
Santa Clara County, Driving to Net
Zero
Midpeninsula Regional Open
Space District, Consultation to
Improve Fleet Management
LA Metro, EV Charging
Infrastructure Implementation Plan
City of San Diego, CA, Zero
Emission Vehicle Strategy
SCAG, Supporting Infrastructure for
Zero Emission Medium- and Heavy -
Duty Truck Study
SANDAG, Medium- and Heavy -Duty
Zero Emission Vehicle Blueprint
City of Raleigh, Fleet Electrification
Implementation Rollout Strategy
City of Philadelphia, Municipal
Clean Fleet Plan Support for EVs
and Charging Infrastructure
City of Honolulu, Capital Fleet
Transition Plan
Baltimore Gas & Electric, Fleet
Advisory Services Program
National Grid Massachusetts,
Fleet Advisory Services Program
CA -Based
Program
Fleet
EV
Assessment
Fleet EV
Policies
DevelopmentPlanning
Workforce
Strategy and
Transition
✓ ✓ ✓ ✓
✓ ✓ ✓ ✓
✓
✓
✓
✓ ✓ ✓
✓
✓
✓
✓ ✓ ✓ ✓
✓ ✓ ✓
✓
✓
✓
✓ ✓ ✓
✓ ✓ ✓
✓
✓
✓
✓
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Team Organization
We propose a team of dedicated professionals with expertise in the EV readiness planning, charging infrastructure
technology, EV program design and implementation, and workforce and staffing assessment, who have the capacity
to provide the City with quality time and effort. Each proposed staff has a key area of subject matter expertise and will
work closely with the City staff and their stakeholders on all aspects of the project to keep the progress cohesive.
Exhibit 4 highlights areas of subject matter expertise for key staff and other senior staff, while our proposed staffing
plan is presented in Exhibit 5 below. Resumes for all proposed staff are included in Appendix A.
Exhibit 4. Subiect Matter Expertise for Kev Staff and Other Senior Staff
likoie ikeiateae
Sam
• Lead ICF state & local transportation decarbonization and
Pournazeri, Project
Executive electrification work
PhD Director
Oversight ■ A clean technology expert with more than 14 years of experience with
clean transportation planning, policy development, and EV analytics
• Based in Los Angeles, CA
Theodora Project
Project • ICF's lead transportation and energy consultant with recent experience
Konstantinou,
Manager
Management, developing EV roadmaps and charging infrastructure plans
PhD
Lead Task 1 & 6 ■ 7 seven years of experience in transportation electrification and
decarbonization, specializing in truck fleet electrification
■ Based in Orange County, CA
Stephanie Deputy
■ ICF's expert in transportation electrification planning, infrastructure
Kong, PhD Project
Lead Task 4 development planning, infrastructure policy
Manager
• More than 5 years of experience conducting infrastructure assessment,
transportation modeling, and policy evaluations
■ ICF's energy efficiency and beneficial electrification consultant. Led the
Senior
development of ICF's proprietary Fleet Assessment Model which is
Ambika Coletti Consultant
Lead Task 2 & 3 used to evaluate and identify fleet electrification opportunities
■ Over 9 years of experience specializing in the design and management
of beneficial electrification and fleet assessment programs
■ Based in Los Angeles, CA
Renee Rainey Senior
Lead Task 5
- ICF's expert in energy sector workforce development, technical
Consultant
assistance and data collection and analysis
■ Currently leading an EV pre -apprenticeship program
■ Vice President of Transportation Electrification at ICF, and a Senior
Senior
Fleet
Fellow with ICF's Climate Center
Stacy Noblet
Advisor
Electrification
• More than 15 years of experience in helping federal agencies, state
Oversight
and local governments, and utilities to plan, design, and implement
clean transportation strategies and programs
■ Based in Los Angeles, CA
Senior
Workforce
■ 12+ years developing clean energy and energy efficiency workforce
Mark Ouellette Advisor
Development
training programs
Oversight
■ Experience leading clean energy studies for four California utilities and
for utilities in Maryland, Virginia, and the District of Columbia
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Exhibit 5. Proposed Staffing and Organizational Chart
Lead Lead Lead Lead Lead Lead
Theodora Konstantinou Ambika Coletti Ambika Coletti Stephanie Kong Renee Rainey Theodora Konstantinou
Support Support
Stephanie Kong Jonathan Segal
Ramon Molina Garcia
Max Litvack-Winkler
Proposed Work Plan
Project Understanding
Support
Jonathan Segal
Ramon Molina Garcia
Duncan Crowley
Max Litvack-Winkler
Support Support Support
Jonathan Segal Max Kaffel Ramon Molina Garcia
Ramon Molina Garcia Brynn Holbrook Duncan Crowley
Max Litvack-Winkler Max Litvack-Winkler
To accelerate the adoption of ZEVs, the state of California has
IR100% ZEV sales by 2035
implemented a range of measures, including mandates requiring
automakers and truck manufacturers to produce a certain percentage of
Full transition to ZEV short-hau11
ZEVs, fleet requirements to purchase ZEVs, financial incentives for
drayage trucks by 2035
consumers to buy ZEVs, and investments in charging and fueling
—
infrastructure. In September 2020, Governor Newsom signed Executive
I
, Full transition to ZEV busses &
Order N-79-20, which sets ambitious goals of transitioning 100% of light-
44
heavy-duty long -haul trucks
duty vehicles to ZEVs by 2035 and all MD/HD vehicles to ZEVs by 2045.
by 2045*
The order also includes directives for accelerating the deployment of
charging infrastructure, increasing the number of ZEVs in public fleets,
Full transition to ZE
�
and promoting consumer awareness and adoption of EVs. The executive
off -road equipment by 2035
order lays the foundation for implementing policies to achieve these
source: CARE 'where feasibie
targets. To date, California has implemented several regulations that put
the state on an ambitious transportation electrification pathway. Exhibit 6
provides a summary of the most significant
regulations currently in effect pertaining to the zero emission transition of on -road vehicles.
Exhibit 6. California regulations pertaining to ZEV deployment
Advancedt
Manufacturer Sales
Advanced Clean Fleet
Zero -Emission
Innovative Clean Transit
Zero -Emission
Manufacturer Sales
Requirement
Requirement
Truck Purchase
Transit Purchase
Increasing percentage of
Full transition to light -duty
(> 8,500 lbs.) Starting in 2024,
Full transition of public transit
truck sales in California
ZEVs and plug-in hybrid EVs
50% must be ZEVs, ramping
fleet to ZEVs by 2040
should be zero -emission
(PHEVs) by 2035
up to 100% by 2027
Post 2035, only ZEVs will This affects the municipalities'
be available for purchase. MD/ND fleet starting in 2024.
The upcoming ACF regulation is set to significantly influence municipalities' short-term compliance priorities and
long-term strategies in fleet procurement, maintenance, and operation. This regulation requires municipalities across
California, including the City of Santa Ana, to transition their fleet to ZEV as quickly as possible and focus on creating
a future -proof EV charging infrastructure for their fleet. Aside from CARB's regulation, there are other regulations
such as Rule 1191- Clean On -Road Light- and Medium -Duty Public Fleet Vehicles by the South Coast AQMD that
impacts the City of Santa Ana fleet.
We recognize that transitioning fully to EVs or other alternative fuel technologies is far from straightforward. This shift
will be particularly challenging for MD/HD vehicles in terms of technology availability, cost, and, especially, the
required EV charging infrastructure. A robust planning process is essential to guide the City through this transition.
Technical Approach
This section presents our proposed work plan. Our approach includes all the activities described in the Scope of
Services and will deliver all the required work products, and also provides the services that ICF can provide over the
course of the three-year contract after the completion of the initial Master Plan, including on -call technical support
and fleet transition refresh.
Task 1: Project Kick -Off and Project Management
0 0 0 Within two weeks of contract execution, our Project Manager will develop a project management plan and
maintain it for the life of the contract. The project management plan is a critical asset in implementing our
technical and management approach and will include our processes for schedule management, cost management,
staffing, communications, and risk. Our project management plan will guide daily management of our programs and
will define, integrate, and coordinate all plans, processes, methods, and procedures to be used to manage the
project. The project management plan will describe how the program and projects will be executed, monitored, and
managed.
ICF will also lead a project kick-off meeting within two weeks of contract execution. The goal of this meeting is to
review the process of the project, discuss relevant regulations and any specific requirements or expectations, and
establish communication protocols, file sharing platforms and workflow with the City's project personnel. Following
the kick-off meeting, we will summarize key outcomes and action items from the meeting and follow up with written
minutes. Following the kick-off meeting, ICF will compile the meeting minutes, update the project management plan
accordingly, and share them with the City.
In addition to project kick-off, the ICF team will actively participate and lead virtual meetings with City's Project
Manager and key personnel. Our plan is to be proactive and lead these meetings on a monthly basis. We remain
flexible though to the possibility of increasing the meeting frequency if the need arises. Ahead of each meeting with
the City, we will circulate an agenda including work updates, budgetary matters, preparation for forthcoming
meetings, potential schedule revisions, and any technical queries or challenges. We plan to utilize Teams for our
communications with the City, a method we have effectively used in previous collaborations, while remaining flexible
and open to exploring alternative communication methods as needed.
As shown later in the proposed schedule, ICF proposes a 12-month period to finish all services as specified in the
Scope of Services. Once the Master Plan has been submitted to the City, the ICF team will provide an additional two-
year on -call technical support to the City, which aims to provide the City with continuous support during the initial
implementation of the Master Plan and assist the City to navigate the complex regulatory compliance mechanisms
and fleet procurement and budgeting processes.
Task 1 Deliverables
• Project management plan
• Project kickoff meeting agenda and notes
• Monthly progress meetings and invoices
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Task 2: Review of Policies, Documents, and Existing City Fleet and Infrastructure
In Task 2, ICF will review existing City fleet policies and establish a baseline for both existing vehicles and
charging infrastructure data. First, we will collaborate with City staff to gather and assess data on the
existing vehicle fleet from all City departments. To do so, our team will submit a data request form to the
City staff to collect information such as the following:
Fleet Characteristics
• VIN
• General purpose for vehicle use
• Vehicle type (e.g., sedan, pickup truck)
• Power Take Off (PTO) usage
• Fuel type
• Current odometer reading
• Make, model, model year
• Current fuel costs
• In-service year
• Current maintenance costs
• Average daily mileage
• Estimated service life
• Time & frequency of use
• GPS information (pending data availability)
Additionally, to the extent available, ICF will also collect data on fleet logistics, including information regarding
facilities owned by the City where the fleet vehicles are
being dwelled at:
Depot Information Fleet Operation/Procurement/Logistics
• Current dwell site •
Brief overview of daily operations and unique challenges
• Size of the depot •
Current fueling site
• Layout of the depot •
Fueling process
• Existing charging infrastructure •
Vehicle replacement schedule
• Asset ownership (owned, leased) •
Maintenance practice
• Utility tariff •
Type of procurement (purchase, lease)
In addition to the data request form, ICF will interview the City's fleet management team to obtain insights into the
typical range of operating conditions for the vehicles, which may not be available or obvious within the data provided,
major barriers of fleet electrification, as well as to better understand future fleet needs. The data solicited, information
collected from interviews, the City's fleet replacement policy will be used to create an initial, business -as -usual
vehicle replacement schedule. The replacement schedule will consider vehicles' age, mileage, maintenance cost,
use case, current conditions (e.g., operability), and typical service life. There may be opportunities to downsize or
"right size" vehicles depending on how they are currently being used and the needs of drivers. ICF will coordinate
and communicate with each fleet manager to determine if such opportunities exist.
The second step of Task 2 will involve collecting data to establish a baseline on the City's charging infrastructure
conditions. We will compile a comprehensive list of all known locations for EV charging infrastructure within the City's
facilities such as charging station street address, charger types (Level 2 or Direct Current Fast Charger), number of
ports per charger, number of chargers per station, availability of station (e.g., available, temporarily unavailable, or
planned station), accessibility of station (e.g., publicly available, private station, shared use), rate structure (e.g., free
charging, pay for charging), remote access (e.g., networked chargers, non -networked chargers) and station owner. In
addition to information on chargers, we will also collect data on site -level and grid -level electrical equipment to
understand the current capacity of the equipment for power delivery. We will make sure to work with the City staff to
obtain and review available reports, maps, data, and records and to research existing underground and overhead
utilities serving the project areas and their capacity to serve increased future loads. In collecting data on site -level
electrical equipment, ICF will coordinate with the City and identify the proper points of contact, such as facility
managers, building managers, and/or engineers that can provide us with capacity data on the electrical equipment at
each site which currently houses charging infrastructure. ICF will collaborate with Southern California Edison (SCE)
and Municipal Utility Services (MUS) to acquire information on crucial distribution components, including
transformers, feeders, and conductors, that supply power to each of the City facilities where fleet vehicles are being
domiciled.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
The last component of Task 2 involves reviewing existing City fleet policies, climate goals, and planning documents
that are relevant to the development of the final Master Plan. These policies may include, but not limited to, the City's
fleet procurement process, vehicle and equipment replacement policy, maintenance policies, employee vehicle take-
home policy (if applicable), the General Plan, the Hybrid and Alternative Fuel Vehicle Acquisition Policy, the Five -
Year Strategic Plan, and the Climate Action Plan. ICF will synthesize the major takeaways that are relevant to the
development of the Master Plan from the document review along with the existing City fleet and charger
infrastructure information into a summary memo.
Task 2 Deliverables
• Data request form
• Summary of interviews with fleet managers and drivers
• A memo summarizing baseline fleet, existing fleet charging infrastructure, and relevant policies in the City
Task 3: Electric Vehicle and Charging Station Assessment
In Task 3, ICF will analyze the City's fleet and develop a fleet EV transition plan and replacement schedule, along
with a detailed fleet charging infrastructure plan that supports the transition of the City fleet to EVs. ICF will use time
in the project kickoff meeting to understand the City's top priorities with respect to fleet transition (e.g., compliance
with CARB regulation, cost savings, state climate goals, etc.). ICF will rely on these priorities and criteria to develop a
fully integrated EV plan.
Task 3.1: Electric Vehicle Assessment
EV Replacement Recommendation: Leveraging outcomes of Powe r u i d e `I f
t existing fleet analysis as well as other information collected in
Task 2, ICF will employ our in-house fleet assessment model Charged by ,,ICF
(also known as PowerGuide) to analyze the City's fleets,
characterize their operations, and develop tailored recommendations for the transition of fleet vehicles to EVs. ICF's
PowerGuide is a robust tool, developed and refined over time for use with multiple municipal and fleet clients.
Originally developed for our partnership with our extensive utility programs, ICF has continued to improve tool and
the supporting data embedded in the model to assist almost 200 clients, including California municipalities such as
the cities of Laguna Beach, Lodi, Pittsburg, and multiple utilities, as they developed plans for transitioning their
vehicles, including their specialty vehicles, to EVs. Included in the PowerGuide is a comprehensive database of over
500 EV models comprising BEV and PHEV options for light -duty and MD/HD vehicles (Exhibit 7). This extensive
database enables the ICF team to deliver highly customized fleet transition recommendations. By using this unique
database, the ICF team will conduct an overview of currently available and forthcoming BEVs and PHEVs that could
potentially replace the vehicle types currently used by the City. The ICF team also has a separate database for fuel
cell EVs which it will use for vehicles where cost-effective EV options might not be available. ICF's EV model library
is updated monthly to capture the latest EV models available and changes to vehicle attributes and pricing.
Exhibit 7. ICF EV Library Model (model and trim level) Availability
100
PHEV Models Currently Available
80
CZ PHEV Models New Next 3 Years
60
a
a 40
0
w 20
BEV Models Currently Available
BEV Models New Next 3 Years
Colo co a� Q\0 �eeQe` z `�� �\e��5 y`O�e \O�e `�`J� �`J� o"o�
� \e
S o a� Cr° O13 �eaAA
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Aside from all of the features described earlier, the ICF fleet assessment model, PowerGuide, also ensures the
proposed EV transition plan fully complies with California's ACF regulation. Despite the requirements of the ACF
regulations for public fleets (i.e., the ZEV purchasing requirement or the ZEV milestone requirements), the regulation
provides a number of exemptions that address a variety of circumstances, including lack of ZEV availability, vehicles
operated less than 1,000 miles per year, delays in ZEV infrastructure, and more. To ensure timely compliance, our
team will extract and delineate specific regulatory milestones and deadlines embedded in the regulations and create
an EV replacement timeline that aligns with key regulatory requirements, including mandated annual ZEV purchase
requirements and milestone fleet conversion options. The representation of the underlying algorithm within the
PowerGuide is illustrated in Exhibit 8.
Exhibit 8. ICF's PowerGuide Fleet Transition Modeling Process
CALCULATIONS
Existing Baseline Fleet Total Cost of Ownership
(TCO) Comparison
• Your Fleet Vehicle and
Usage Data
• Our Assumptions to Help
Fill in Data Gaps
• Vehicle Capital Costs
• Annual Fuel Costs
• Annual Maintenance Costs
• Charging Infrastructure
• Hardware Costs
• Charging Infrastructure
Installation Costs
• Potential EV or EVSE Grants
Our 500+ EV Model Library
OUTPUTS
EV Acquisition Recommendations
(TCO and GHG Impacts)
• Summary Presentation
• Detailed Report
• Excel Supplement
When determining the recommended vehicle replacement schedule, we will start with simple cost-effective
replacements while also staying mindful of the complexity and difficulty associated with replacing certain use cases
due to insufficient alternatives, operational challenges, unreliable technology, safety, excessive costs, or other
identified reasons. For vehicles without currently available EV replacements, the ICF team will provide insights on the
potential future availability as well as detailed descriptions of why no recommendation is provided in this project.
Additionally, for vehicles where no EV replacement is recommended due to either excessive cost or lack of
technology availability, the ICF team will provide the necessary documentation to the City so it can be used when the
City applies for ACF exemption.
Total Cost of Ownership (TCO) Analysis: ICF's PowerGuide also provides us with the capability to estimate the
total cost of owning and operating each replacement vehicle, including upfront and Iifecycle costs as well as the
capital and installation cost of EV charging infrastructure. The cost data embedded in the PowerGuide is informed by
available cost data from manufacturers (both vehicles and charging manufacturers), dealerships, and the data
collected from the municipality fleets across the country. This TCO analysis will compare the differences in TCO over
the service life of each vehicle between EV replacements and a scenario where the City only replace their vehicles
with ICE vehicles. The ICF team will estimate TCO on a vehicle -by -vehicle basis and will consolidate these vehicle -
level estimates into fleet -level transition cost estimates.
PowerGuide does not restrict evaluating TCO under the traditional ownership model, but it can also assess TCO
under various alternative ownership arrangements, including financing and leasing. This model flexibility allows us to
determine cost implications under different scenarios, providing a broader perspective on the economic feasibility of
the transition. The project team will leverage this data, examining challenges and opportunities associated with each
ownership model. By considering City fleet's unique operational needs, budget constraints, and strategic objectives,
we will provide informed recommendations on the types of ownership models the City could use for a seamless, cost-
effective transition to EVs while the meeting the regulatory requirements of the ACF regulation.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
10
Within ICF's PowerGuide, we can also specifically limit the selection of EV models to those available on cooperative
purchasing contracts, such as Sourcewell, Drive EV Fleets, California Department of General Services, and others.
Our EV library has already embedded the information regarding most of these cooperative purchasing contracts. This
approach is designed to streamline the future vehicle procurement process for the City. Additionally, we will include
recommendations on the types of cooperative purchasing contracts that may be most suitable for the City to ensure
that City staff can make informed decisions that align with their specific needs and procurement strategies.
Environmental Impacts: In addition to the TCO, the ICF team will conduct a lifecycle assessment accounting for
emissions from electricity as well as liquid fuel production and distribution. ICF's PowerGuide can evaluate the
criteria pollutant and GHG emissions reduction potential from the City's electric fleet. Our approach is based on
lifecycle GHG emission factors from Argonne National Laboratory's Alternative Fuel Life -Cycle Environmental and
Economic Transportation (AFLEET) tool and data from EPA's Emissions and Generation Resource Integrated
Database (eGRID) to account for electricity carbon intensity variation at the regional level.
PowerGuide Deliverables: Using the PowerGuide, the ICF team will deliver key recommendations at a vehicle -by -
vehicle level and a fleet level. Outputs of the model will include the following:
• Recommended zero emission technologies (battery electric, plug-in hybrid, and fuel cell vehicles)
• Recommended EV replacement makes and models
• TCO, including the upfront and lifecycle vehicle costs
• Identification of vehicle types that are least viable for conversion
• Recommended replacement years
• A fleetwide phased vehicle replacement schedule
• Estimated GHG emissions reductions from EV replacements
• Recommended charger types (e.g., Level 2, DCFC)
Task 3.2 Electric Vehicle Charging Equipment Needs Assessment
Charging Infrastructure Assessment: Using the fleet
modeling results and recommendations developed in F I e e t C H A R G E
Task 3.1, we will identify sites that will require new or \1/
upgraded charging infrastructure, including the number, Charged by -
types, and power level of EVSE. This assessment will be
conducted using our FIeetCHARGE tool, which is specifically designed to evaluate the charging energy and power
requirements at each site where EV replacements are recommended and where EV operation is concentrated. The
algorithms embedded in the tool analyze expected vehicle operations at each site and compare them with critical
information on the EVs to accurately estimate daily charging needs. Key factors considered include the vehicles'
energy efficiency, daily mileage or operation hours, battery capacity, maximum power acceptance rates, and
charging time.
we will utilize information on vehicle dwell time, driving routes, parking locations, and operational characteristics to
determine the optimal locations for charging infrastructure. Using this information, the ICF team will develop a
charging infrastructure implementation scenario with rollout schedule that projects the following information:
• The projected number of chargers needed at each site to support the EV replacements
• The recommended locations of EV charging infrastructure
• The recommended type (e.g., Level 1, Level 2, DCFC) and power level (in kW) of chargers for each vehicle type
• The overall power need associated with charging infrastructure at each site
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Charging Infrastructure Optimization: One of the key features that sets
ICF's FleetCHARGE tool apart from other charging infrastructure models in
the market is its embedded optimization algorithms. These algorithms
enable the City to optimize the number of chargers by increasing the vehicle -
to -plug (V21P) ratio while maintaining the resilience of both charging and fleet
operations. Following the development of the baseline charging
infrastructure needs scenario (assuming 1:1 V2P), FleetCHARGE uses its
optimization algorithm to develop an optimized charging infrastructure needs
scenario. This involves determining the most appropriate V21P ratio for each
groups of vehicles and assessing the feasibility of smart/scheduled charging.
This approach implies using fewer charging stations to service a greater
number of EVs, leading to significant cost savings. It reduces the upfront
investment in charging infrastructure and minimizes ongoing operational and
maintenance expenses. Moreover, this efficient use of resources is
particularly beneficial in conserving space, a crucial aspect in urban or
densely populated areas. The ICF team will carefully review the
recommendations provided by its FleetCHARGE tool to identify the highest
feasible V21P ratios that can be achieved while ensuring reliability and
successful daily operations of the fleet.
tatv,R
in this scenario, each vehicle is paired
with a dedicated charging plug, ensuring
that every vehicle has its designated
charging port.
Optimized V211) Ratio Scenario
• Optimized V2P ratio
• Multiple vehicles share a port
This scenario aims to optimize the number
In determining the charging infrastructure needed for each location, the ICF
of vehicles capable of sharing a charging
team will also plan for future growth and expansion by considering the
port. This is accomplished by adjusting the
scalabilit of the chosen charging station configurations. Our team will
Y g g g
ratio a ensure efficient use
of infrastructure while sti!l meeting each
of infrastructure
anticipate the potential increase in the City's EV fleet and ensure the
vehicles duty cycle.
selected charging stations can accommodate the additional demand. This
may involve allocating additional space and electrical capacity for future installations.
By proactively considering
scalability, the ICF team will ensure the charging infrastructure can easily adapt and scale up to meet the growing
needs of the City's EV fleet.
Similar to the approach taken in fleet transition planning, the ICF team will also extend its services to provide
recommendations for cooperative contract procurement options for charging infrastructure, if available. This includes
exploring established contracts with entities such as Sourcewell and Drive EV Fleets, among others, to ensure the
City has access to the most efficient and cost-effective charging solutions.
Opportunity for Community -Level and Employee Charging: In addition to fleet charging, the ICF team will also
evaluate the feasibility of installing publicly accessible community -level charging infrastructure at various facilities
(including cities' public parking facilities), an initiative aimed at enhancing EV adoption within communities and for
City employees. This process involves a collaborative effort with facility managers to assess the frequency of public
vehicle visits and the average dwelling time of these vehicles at the facilities. This information is critical in determining
both the number of charging stations required and the appropriate power level for each charger. For instance, in
scenarios where vehicles are typically parked for more than 2 hours, such as at parks or libraries, Level 2 chargers
would be suitable. These chargers offer a balance between speed and efficiency, making them ideal for longer stays.
Moreover, the volume of visiting vehicles and the likelihood of these being EVs will inform the decision on the number
of charging stations needed at each facility. However, the mere presence of charging stations may attract additional
EV users to these facilities. Therefore, a safety factor will be applied to account for this potential increase in EV
traffic. To prioritize City facilities for public and employee charging, the ICF team will develop a scoring rubric to
identify the most suitable facilities for charger installation. Through this scoring as well as the assessment described
earlier, the ICF team will provide recommendations on the number and type of publicly accessible chargers that
eligible facility could consider.
Utility -side Electrical Infrastrcture Assessment: Once the team has determined the number, types, output power
levels, and locations of chargers (including both fleet and community charging) to be deployed, we will review the
capacity of the City's facilities to support the projected additional electrical load from charging EVs and identify
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
12
potential site -level and distribution grid impacts of that additional load. To identify potential utility distribution electrical
infrastrcture impacts, our team will first coordinate with SCE and MUS to review data that they already have on the
capacity of existing distribution grid infrastructure to answer the following questions:
• How large is the electrical service from the utility for each relevant facility?
• How much electrical current is each facility consuming at existing peak power demand levels?
• How much electrical capacity is remaining on the utility -side of the meter at existing peak power demand?
• How much electrical capacity remains on the City's facility side of the meter?
Responses to these questions will help us gather the needed data to conduct the electrical capacity analysis at each
facility and to determine any potential impacts to the electric grid. With an understanding of peak power demand and
the voltage of service drops at each facility, our team will estimate the maximum current used at each facility at peak
power demand. This will then be subtracted from the size of existing electrical service to provide an estimate of how
much electrical capacity is remaining on the utility -side of the meter. Our team will then compare that to the projected
additional load from EV charging at each facility to determine whether each facility has sufficient utility -side capacity
to accommodate chargers or if upgrades may be necessary. Aside from the information provided by the utility, our
team will also use the data from the SCE's Distributed Resources Plan External Portal (DRPEP) to determine the
load capacity for facilities that fall within the SCE's service territory.
Facility -side Electrical Infrastrcture Assessment: After completing the distribution grid capacity analysis and
utilizing information obtained from site visits, the ICF team will assess the existing electrical infrastructure at each of
City facilities for its ability to support the proposed EV charging infrastructure. This evaluation will determine if the
current infrastructure is adequate or if upgrades, such as panel upgrades or the installation of step-up/down
transformers, are necessary. Should an upgrade be deemed necessary, the ICF team will document this requirement
and proceed to evaluate the associated costs, ensuring a comprehensive understanding of the investment required.
Additionally, the ICF team will explore the costs related to preparing each facility for the deployment of charging
infrastructure, covering a broad spectrum of components crucial for the site's overall readiness.
• Panel and Service Boards: Estimating costs for upgrading or installing new electrical panels and service
boards to accommodate additional loads.
• Step-up/Step-down Transformers: Evaluating the costs for installing transformers that are essential for
converting electrical power from one voltage to another (to serve both Level 2 and DCFC chargers) —these
transformers are crucial in scenarios where a switch between 208 volts (V) to 480 V or vice versa is needed to
match the power requirements of the EV charging stations with the facility's existing electrical infrastructure.
• Meters: Assessing the need and costs for new or upgraded metering systems to monitor electricity usage.
• Conduit and Cable: Calculating the expenses for necessary conduit and cable installations to connect the
charging stations.
• Trenching: Determining the costs for trenching work required to lay down electrical lines underground.
• Bollards: Evaluating the expenses for installing bollards to protect charging stations from accidental vehicular
damage.
• EV Signage and Striping: Assessing the costs for necessary signage and striping in parking areas to designate
EV charging spots.
• Permits: Estimating a high-level cost for obtaining any required permits for the installation and operation of
charging stations.
• Engineering Design: Assessing a high-level cost for professional engineering design services needed for the
infrastructure setup.
• Labor and Installation: Estimating the labor costs and expenses related to the installation of the entire charging
infrastructure.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
13
Upon completing the evaluations, the ICF team will compile and consolidate all the associated costs for each facility
that has been assessed. A simplified illustration of our methodology to electrical infrastructure assessment is shown
in Exhibit 9.
Exhibit 9. ICF's Process for Load Capacity Analysis
Utility data on electrical
Remaining capacity at
service
r V
each facility/site
Facility/Site-Level Meter/billing data
BOLL
City data on main panel
Estimate peak power
Projected EV charging load at
capacity ratings
demand and max
each facility/site
current
ru7Grid
constraints
Grid -Level Utility data on grid capacity
Q
Estimate headroom and '7Pk(x1n Grid upgrades to
overload accommodate EV charging
Charging Infrastructure Rollout Schedule & Cost: To advise the City on expectations for charging infrastructure
development, the ICF team will develop a rollout timeline and cost estimates for the proposed charging infrastructure.
Depending on circumstances, the lead time for charging infrastructure development can be significantly longer than
the lead time for vehicle procurement. Due to this, a well -laid -out electrification timeline that includes both vehicle
procurement and infrastructure development is critical to minimizing time for implementation. In developing these
schedules, the ICF team will ensure there will be sufficient charging capacity available to support expected EV
deployment, and the City can spread the cost over time to facilitate funding the infrastructure build out. In developing
the schedule, the ICF team will consider the upfront utility upgrade and site preparation investments needed during
the initial phase, known as futureproofing, to ensure sufficient charging capacity will be available within each facility
to expand charging equipment in future years without the need for additional construction. For example, if a facility
needs a total of 10 chargers by 2030, it is more cost-effective to build such capacity during the initial phase, while the
charging equipment can be installed over multiple phases.
The ICF team will also produce cost estimates for charging infrastructure development. Cost components to be
factored into the analysis can be split into capital, and operating costs. Key capital costs include the following:
• EVSE hardware (materials cost) and EVSE installation
• Software (e.g., charging management /smart charging software)
• Make-ready costs (e.g., site preparation —electrical work and wiring, special work such as boring and trenching,
special site and structural considerations)
• Distribution grid equipment and infrastructure upgrades
Operating costs are also critical to determining the business case of deploying EV charging infrastructure, including
charger networking costs, charger data contract costs, and maintenance costs. The ICF team will estimate capital
costs across each infrastructure development scenario as well as the ranges of possible operating costs associated
with each scenario. The ICF team will also develop cost estimates by location for each phase of infrastructure
implementation across the entire charging infrastructure development timeline.
Task 3.3: Fleet Transition Refresh
Given the dynamic nature of the EV market, the ICF team has included in its offering one round of updates to the
fleet transition plan over the course of the two-year on -call technical support service. This revision will encompass
recalibrating vehicle replacement recommendations to align with the most recent vehicle models and their associated
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
14
pricing available at the time of the update. Moreover, this refresh will factor in any new or adjusted vehicle data and
fleet or administrative policy furnished by the agency, provided it is presented in a format compatible with ICF's
analytical tools. After this refresh, the ICF team will update the fleet transition planning section within the Master Plan.
Additionally, we will refine the accompanying data to reflect the latest findings from our fleet assessment. The
deliverable will also include the updated recommendations pertaining to vehicle technology choices, EV
replacements, the TCO analysis, and the overarching fleet transition timeline. The fleet transition refresh can be
initiated at any point during the period of performance of ICF's contract with the City of Santa Ana subsequent to the
completion of the initial Master Plan.
Task 3.4: Funding Strategy
California State and Federal governments are offering a suite
JWL of incentive and financing programs for transitioning the fleets
to EVs. To minimize costs for City to transition to an electric fleet, the
ICF team will develop a funding and financing plan that recommends Fleet Specific
specific grants, rebates, or various utility programs for the vehicles, Funding
charging infrastructure, and site readiness for the project, as Package
necessary. In doing so, the ICF team will rely on the comprehensive Funding
Laws & Incentives database we maintain as part of the Alternative Opportunities Inventory tilityEV
Program
Fuels Data Center, which includes nearly 1,000 records of laws,
incentives, loan funds, and programs related to EVs and EVSE,
including those in California. This will include programs such as federal
tax credits; federal grants; California's Hybrid and Zero -Emission Truck
and Bus Voucher Incentive Project; grants offered through the Public -Private ~� Government
California Energy Commission's Clean Transportation Program; and Partnership Funding
incentive programs offered by regional air quality management districts
and utilities such as SCE. Additionally, as owners and operators of EVSE, the City can also participate in CARB's
Low Carbon Fuel Standard (LCFS) market and generate LCFS credits for providing EV charging services. These
credits can contribute meaningfully to the return on investment of installing EVSE at their facilities.
At the conclusion of this task, the ICF team will compile a summary table with upcoming funding deadlines and
pertinent application details. Additionally, the ICF team will prepare a funding package memo. This memo will present
the funding opportunities in an organized format, such as a table or spreadsheet, categorically sorted by vehicle type
— including light -duty and MD/HD — and charging infrastructure. It will detail associated application deadlines, specific
requirements, and any other essential information to aid City in their application process.
Task 3 Deliverables
A memo summarizing the results of EV alternatives recommendations, TCO analysis for EV replacement,
GHG impact analysis, the recommended roll -out timeline to install charging infrastructure, excepted usage
trends, and cost estimates by location for each phase of charging infrastructure deployment.
If the fleet transition refresh (Task 3.3) is exercised, a revised fleet transition plan with accompanying data
that reflects any potential changes to the original vehicle replacement recommendations.
Summary table with upcoming funding deadlines and relevant application information
Task 4: Development of City Fleet Policies and Standards
To ensure that the City fleet remains reliable, efficient, and fit for purpose, it is important to formulate a procurement
policy that aligns with the operational demands of the City's fleet maintenance and operations. This is critical as the
fleet transitions to EVs. ICF will assist the City in developing policies that not only address the immediate operational
needs but also anticipate future requirements, ensuring the fleet remains resilient and adaptable.
Building upon existing Santa Ana City policy review from Task 2, ICF will also research across other municipalities
and public fleets to understand current practices and identify areas of improvement. By analyzing policies enacted by
other municipalities, we aim to glean valuable insights, best practices, and lessons learned, ensuring that the City
can benefit from proven strategies and avoid common pitfalls. Our team will then engage in benchmarking activities,
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
15
comparing the City's current practices against industry standards and leading practices in fleet management. This will
include an examination of how other municipalities have successfully transitioned to EVs, with a focus on their
vehicle replacement policies, vehicle and EV charging maintenance protocols (e.g., in-house vs. third party
maintenance), operational adjustments, and EV charging policies. Through this analysis, ICF will identify key success
factors and potential challenges, providing the City with a clear roadmap for effective policy development. In parallel,
ICF will present findings from existing policy review to key City staff to identify issues and shortcomings with existing
policy issues and any relevant federal or state mandates that may affect City policies.
Our team will also conduct a high level assessment of the current maintenance facilities to identify and recommend
the necessary modifications to meet the needs of EVs. This evaluation will cover a range of considerations, including
updates to equipment, adjustments to the layout, enhancements to safety measures, and other relevant factors,
ensuring that the facilities are fully prepared to accommodate the unique requirements of EVs.
Building on the insights gained from the policy review and stakeholder consultations, ICF will then work closely with
the City to draft a comprehensive vehicle replacement policy. The development of the policies will also be based on
the findings from Task 3, which establishes clear decision thresholds for the replacement of existing vehicle
inventory, ensuring that the City has all the necessary information to make informed and strategic decisions.
Additionally, we will consider policies to guide driver behavior, promoting efficient driving practices that maximize
battery range and reduce wear and tear. Emergency procedures will also be outlined, providing clear instructions for
handling vehicle breakdowns, charging station malfunctions, and other unforeseen events.
Leveraging ICF's extensive experience and track record of success in working with diverse municipalities across the
country, we are uniquely positioned to bring forward a wealth of best practices and valuable insights to inform the
development of optimal policies for the City of Santa Ana. Our engagement with various municipalities, particularly
those of similar size and operational characteristics, has afforded us a deep understanding of the challenges and
opportunities inherent in transitioning to EV fleet practices. We will draw upon this rich repository of knowledge to
present the City with a curated set of proven strategies and policy recommendations. These will be tailored to the
City's specific context, ensuring that they are both relevant and actionable.
Task 4 Deliverables
• Presentation to City staff
• Draft comprehensive, clear, and consistent fleet policies and standards, submitted in Microsoft Word
Task 5: Workforce Development and Staffing Levels
To successfully transition a City fleet to EVs, a comprehensive workforce development plan is necessary.
The reasons for this include the fact that EVs have different maintenance requirements compared to
traditional ICE vehicles, and existing fleet maintenance staff need to be trained to perform maintenance, repair, and
service on EVs. Administrative staff to execute and administer the Master Plan will also need to be equipped with EV
fleet operation knowledge. Furthermore, EV charging infrastructure is a complex technology that requires specialized
skills and knowledge. Technicians need to be trained to install, maintain, and service charging stations. Fleet
managers must also understand and navigate the intricacies of EV charging to ensure optimal vehicle utilization,
determine the appropriate charging stations to use, monitor and manage battery health, and address any issues that
may arise. Staffing levels for City fleet and coordinating adequate charging sessions for fleet vehicles between
operating shifts are also essential considerations. Another critical aspect of workforce development is the need for
ongoing training and education to keep the workforce up-to-date on the latest technology and best practices. As EV
technology is still evolving, new advancements are expected to emerge over time, making it crucial to have well -
trained personnel who can ensure the safety and reliability of the charging infrastructure. Therefore, a comprehensive
workforce development plan that includes training plans and schedules by job specification, fuel type, maintenance
class, vehicle type, and frequency is necessary to ensure that the City workforce is adequately prepared for the
transition to EVs. This plan will equip the workforce with the necessary skills and knowledge to maintain the vehicles
and infrastructure at an optimal level and address any challenges that may arise during the transition.
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16
ICF will conduct an in-depth analysis of the City's existing training programs and resources to provide robust
recommendations on workforce development. This analysis will include an assessment of the current knowledge and
skill levels of the staff and an evaluation of the training curriculum to identify gaps in knowledge and skills that need
to be addressed. To ensure that staff are well -prepared to maintain, service, and repair zero -emission vehicles and
infrastructure, ICF will make targeted recommendations based on this analysis. To further support the City's
workforce development, ICF will also provide a comprehensive estimate of labor hours for common vehicle repair
tasks by zero -emission vehicle type. This analysis will help the City to plan for staffing levels and allocate resources
effectively. We will also provide a comprehensive labor cost analysis for the repair and maintenance of electric fleets.
The analysis will start with a comparation in vehicle equivalency units between zero -emission and fossil fuel vehicles
by vehicle type. By understanding the differences in maintenance requirements between these two types of vehicles,
the City can accurately plan for the staffing needs and labor hours to maintain a zero -emission fleet and
infrastructure.
In addition, ICF will also elaborate the steps that the City can take to prepare its workforce for transition to EV. This
could include taking advantage of trainings from the manufacturers and station suppliers, including maintenance and
operations training, station operations and fueling safety, first responder training and other trainings that may be
offered by the technology providers. In addition, the project team will assist the City to review current city job
specifications for Fleet Maintenance, identify opportunities for ZEV maintenance, and make recommendations to
address the opportunities. Finally, ICF will provide a detailed cost breakdown for the workforce development
recommendations, including training, staffing, and any necessary resources. This cost breakdown will be developed
to enable the City to make informed decisions regarding the allocation of resources.
Task 5 Deliverables
• A memo summarizing recommendations for Fleet Maintenance workforce development and staffing levels
Task 6: Fleet Electrification and Vehicle Charging Master Plan
Following the completion of all tasks, ICF will compile the
findings and develop a draft Fleet Electrification and Vehicle
Charging Master Plan for the City. This draft plan will
encompass all analyses from the previous tasks, including an executive
summary, EV replacement schedule, recommendations for charging
infrastructure development, total cost of ownership, and emission benefits
analysis. Additionally, the plan will cover budgeting needs, vehicle
replacement/procurement policies, workforce and staffing level
recommendations, and all other strategies and recommendations for
infrastructure development, operation, and maintenance developed
throughout the previous tasks. The plan will also identify opportunities and
constraints related to EV charging infrastructure development, providing
practical recommendations for the City to consider.
ICF will submit the draft Plan to the City for review and feedback by Feb -
28, 2025, and then subsequently revise and submit a final Plan for
approval by Mar 31, 2024. Both the draft and the final report will be sent electronically in Microsoft Word (*.doc or
*.docx) format. ICF will also help the City to develop a PowerPoint presentation to summarize key findings and
outcomes of the final Master Plan, which the City staff to easily adapt as needed to communicate and brief regional
stakeholders on the project.
Task 6 Deliverables
• A draft Fleet Electrification and Vehicle Charging Master Plan
• A final Master Plan, incorporating feedback from City staff and relevant stakeholders
• A PowerPoint Presentation accompanying the Master Plan
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Project Schedule
ICF will begin work once the City has approved the workplan and budget, assumed to be April 1, 2024. ICF proposes
a 12-month period of performance to finish the required technical scope as stated in this proposal, from April 2024
through March 2025. As indicated in Task 1, we will hold regular monthly check -in calls between the City and the ICF
team. Exhibit 10 shows the proposed project timeline. After the completion of the Master Plan, ICF will also continue
providing on -call technical support to the City for an additional two years with an option to refresh fleet transition plan,
from April 2025 to March 2027. Major deliverables are noted with an "M+No.", as further illustrated in Exhibit 11.
Exhibit 10. Proposed Project Timeline
Task 2: Existing Conditions Review
Task 4: City Fleet Policies
Exhibit 11. Proposed Milestone Submitted to the City of Santa Ana
#
M1
Milestone Deliverables
Kick-off meeting and minutes
M2
Task 2 existing conditions memo
M3
Task 3 EV and infrastructure memo, with accompanying datasets
M4
Task 4 draft fleet policies and standards
M5
Task 5 workforce and staffing levels memo
M6
Draft City of Santa Ana Fleet Electrification and Vehicle Charging Master Plan
M7
Final City of Santa Ana Fleet Electrification and Vehicle Charging Master Plan
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References
CITY OF SANTA ANA
I ATTACHMENT B I
List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies,
equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The
City reserves the right to contact each of the references listed for additional information regarding your firm's
qualifications.
REFERENCE1
Customer Name: City of Lodi Contact Individual: Melissa Price
Address: 1331 S. Ham Ln., Lodi, CA 95242 Phone Number: 209.333.6811
EMAIL: mprice(&lodi.gov
Contract Amount: $87,000 Year: 06/2022 - 06/2023
Description of supplies, equipment, or services provided:The City of Lodi has a fleet of more than 240 vehicles spanning
across various vehicle types and use cases (e.g., bucket trucks, digger derricks, vac trucks, etc.). ICF supported the City to
develop an EV replacement and infrastructure plan as the City plans to transition its fleet to zero emission vehicles in
response to CARB's upcoming Advanced Clean Fleet (ACF) regulation. As part of this project, ICF developed a Phased
Master Plan for the City to: 1) evaluate the City's fleet and provide recommendations to transition from fossil fuel vehicles to
electric options; 2) deploy EV charging stations for public fleet vehicles; 3) assess City facilities' Capacity to support additional
electrical load from charging operations; 4) estimate costs of the transition including vehicle replacement, infrastructure
deployment, and operations; 5) highlight barriers to fleet conversion (e.g., technology availability, operational challenges) and
strategies to overcome them; and identified potential innovative funding and financing sources to facilitate the transition to
EVs and deploy charging infrastructure.
REFERENCE
Customer Name: City of Laguna Beach Contact Individual: Michael Litschi
Address: 505 Forest Ave., Laguna Beach, CA 92651 Phone Number: 949.497.0303
EMAIL: mlitschi@lagunabeachcity.net
Contract Amount: $78,000 Year: 05/2022- 05/2023
Description of supplies, equipment, or services provided: Transportation is a significant contributor to greenhouse gas (GHG)
emissions and air pollution in the City of Laguna Beach. The City's fleet currently has approximately 122 vehicles, of which 85
are powered by gasoline, 20 are powered by diesel, and 17 are powered by propane. Transitioning this fleet to EVs can
significantly reduce the City's carbon footprint, clearly demonstrate the City's leadership in and commitment to clean
transportation and sustainability, and support the City's climate action plan (CAP). ICF supported the City in developing an EV
Fleet and Charging Station Master Plan. In this plan, ICF evaluated the City's fleet and provided recommendations for
transition from internal combustion engine (ICE) vehicles to clean transportation alternatives; developed EV charging
infrastructure strategies for City fleet vehicles; provided guidance on decommissioning unnecessary propane and fossil fuel
infrastructure; evaluated opportunities to install EV charging stations at City facilities that are available to the public; and
identified potential funding sources and financing models to facilitate the City's EV transition.
REFERENCE
Customer Name: City of Pittsburg, CA
Address: 65 Civic Ave., Pittsburg, CA 94565
Contact Individual: John Samuelson
Phone Number: 925.252.4271
EMAIL: Samuelson a( pittsburgca.gov
Contract Amount: $106,000 Year: 02/2022-06/2024
Description of supplies, equipment, or services provided: ICF is supporting the City of Pittsburg in its quest to transition to the
use of zero emission vehicles (ZEVs). The goal of this project is to create a comprehensive master plan to establish a robust,
future -proof charging network that would be capable of catering to the needs of the city's entire fleet. The plan is designed to
adapt to an increase in the number of fleet vehicles in the future. Over the next decade, the plan will guide the City through the
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19
conversion process of existing and additional fleet vehicles. The analysis will delineate the specific number, types, and
locations of the EVSE required to support the transition to a fully electrified fleet. It will also provide a detailed breakdown of the
associated costs and the proposed schedule for deployment. The plan goes beyond setting up charging infrastructure. It will
also lay out detailed plans for each city facility, identify prospective maintenance needs and costs for EVSE, and highlight any
necessary upgrades for the electrical system and grid. It is not only a deployment guide but also a roadmap for the continued
efficient management of the fleet. In addition, the plan will include recommendations and guidelines for fleet management and
best practices for the maintenance of EVs and EVSE. It will address contingency situations by providing a strategy for an
emergency charging plan during unexpected power outages.
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
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20
Appendix An.
Key Staff Resumes
Sam Pournazeri, PhD, PE
Senior Director, Transportation and Energy
Dr. Sam Pournazeri is the Senior Director of Clean Transportation and Energy at
ICF, recognized nationally as an expert with over 15 years of experience in
advanced transportation technologies, data analytics, emissions and energy
modeling, and the development of sustainable transportation strategies. At ICF,
Sam is currently assisting a dozen state and local governments with their
transportation decarbonization and fleet electrification needs. He collaborates
closely with a diverse range of clients, aiding in the design and development of
strategies to accelerate the adoption of zero -emission and low -carbon
alternatives in the transportation sector. In California, Sam's expertise and
leadership have been particularly impactful in the area of municipal fleet
electrification. His focused efforts on helping municipalities across the state
electrify their vehicle fleets and deploy the necessary charging infrastructure
demonstrate his deep industry knowledge and practical experience. This involves
a comprehensive assessment of each municipality's current fleet composition,
usage patterns, and energy requirements, setting the stage for a smooth
transition to electric vehicles (EVs). Before his current role at ICF, Sam made
significant contributions at the California Air Resources Board (CARB), playing a
key role in shaping the Mobile Source Strategy, a detailed plan outlining the
state's future freight and passenger transportation policies for the next three
decades.
PROJECT EXPERIENCE
EV Fleet and Charging Master Plan —City of Laguna Beach, 06/2022-06/2023
Years of Experience
Professional start date:
09/2008
ICF start date: 11/2021
Education
PhD, Mechanical Engineering,
University of California
Riverside, 2012
BSc, Mechanical Engineering,
Sharif University of
Technology, 2008
Certifications and
Registrations
California Certified
Project Manager. Sam is co -leading the development an EV Fleet and Charging Professional Mechanical
Station Assessment Master Plan for the City of Laguna Beach, CA that (1) Engineer (PE), License No.
evaluates the City's fleet and provide recommendations to transition from fossil M36830
fuel vehicles to clean transportation options; (2) deploys EV charging stations for
City fleet vehicles; (3) provides guidance on how to decommission unnecessary
propane and fossil fuel City infrastructure; (4) installs EV charging stations throughout the community for public use;
and (5) identifies potential funding sources to facilitate transition to an all -electric fleet
Citywide Fleet Electrification —City of Lodi, 08/2022-05/2023
Project Manager. Sam led the development of a Citywide Fleet Electrification Plan for the City of Lodi, CA,
transitioning their fleet away from fossil fuels and deploying the necessary charging infrastructure to power their EVs.
The primary objective of this project was to develop a plan enabling the City to meet the compliance requirements of
the Advanced Clean Fleet regulation in the most cost-effective manner possible. As part of this project, Sam helped
the City of Lodi to (1) evaluate the City's fleet and provide recommendations to transition from ICE vehicles to EVs;
(2) develop recommended charging infrastructure implementation strategies; (3) estimate the costs to transition from
ICE vehicles to EVs and to develop and deploy charging infrastructure; (4) discuss the barriers to fleet transition and
describe strategies to overcome them; and (5) develop a plan to leverage incentive funding and evaluate options for
financing and innovative business models.
Fleet Electrification Planning —City of Pittsburg, 1/2023—Present
Project Manager. Sam is spearheading the formulation of a comprehensive Fleet Electrification Plan for the City of
Pittsburg, CA. The main aim is to shift the city's fleet from reliance on fossil fuels to EVs and to establish the essential
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
charging framework to power these EVs. Sam's role in this pivotal project encompasses several key tasks. As part of
this project, Sam is assessing the City of Pittsburg's current fleet and proposing feasible ways to transition the fleet
from ICE vehicles to EVs. Secondly, Sam is leading the team to formulate effective strategies for the installation and
operation of the necessary EV charging infrastructure. Third, Sam is leading the task of estimating the financial
implications of both transitioning to EVs and setting up the requisite charging network. Fourth, he is also helping the
City to identify potential roadblocks to the fleet's transition and proposing viable solutions to navigate these
challenges. Lastly, Sam is developing a strategy to capitalize on incentive funding opportunities and exploring various
financing options and innovative business models.
Fleet Electrification Planning—Midpeninsula Regional Open Space District, 612023—Present
Project Manager. As the project manager for the two-phase project at the Midpeninsula Regional Open Space
District (Midpen), Sam is leading the development of a master plan, focusing on evaluating Midpen's fleet,
transportation needs, staffing, and budgetary constraints, along with current operating and maintenance costs. His
goal is to strategize the transition of Midpen's fleet to clean transportation options, including zero emission and fossil
fuel —free technologies, by 2030. This involves assessing the need for charging and fueling infrastructure, providing
guidance on data management tools for efficient fleet operations, conducting cost -benefit analyses, developing a
decision -making tool for future vehicle replacements, and identifying potential funding sources for the green fleet
transition. Following the successful completion of Phase 1 and upon Midpen's approval, Sam will lead Phase 2,
which entails performing a market assessment of available fleet management systems and evaluating their
compatibility with Midpen's operational needs. Once a system is selected, he will collaborate with the chosen vendors
and Midpen staff to configure the system, preparing training materials and providing guidance to ensure a seamless
transition and efficient operation of the new green fleet.
Fleet Electrification Planning —City of Iowa City, 412023—Present
Project Manager. As the project manager, Sam is assisting the City of Iowa City with the development of a fleet
electrification and EV infrastructure plan. This ambitious project aims to transition the city's fleet of nearly 200
vehicles to electric vehicles (EVs). In this capacity, Sam is responsible for designing a tailored EV replacement plan,
which involves a detailed analysis of each vehicle's usage, lifecycle, and the appropriate timing for replacement.
Alongside this, he is developing a comprehensive EV infrastructure plan, ensuring that the necessary charging
stations and support systems are in place to facilitate this transition. A key aspect of Sam's role involves conducting
an in-depth grid and facility capacity analysis. This task is particularly challenging, as it requires coordination and
collaboration with half a dozen utilities serving the city's facilities, necessitating a nuanced understanding of the local
energy infrastructure and its capabilities. Through these efforts, Sam is crafting a blueprint that will guide the City of
Iowa City in transitioning its fleet to EVs over the next 15 years.
Fleet Electrification Implementation Rollout Strategy —City of Raleigh, 06/2022-12/2023
Technical Lead. This project is intended to develop a Fleet Electrification Implementation Rollout Strategy for the
City of Raleigh, NC to (1) evaluate the City's fleet and provide recommendations to transition from fossil fuel vehicles
to clean transportation options; (2) identify potential funding sources and procurement strategies; (3) develop a
sustainable EV charging infrastructure plan for City fleet vehicles; (4) provide a training plan and educational
guidelines for City staff who will operate EVs; (5) review the City's EV charging software system solution and
recommend best practices for aligning software; and (6) provide recommendation to improve accessibility and
address equity issues through electrification and charging infrastructure deployment. This plan will serve as a
blueprint for how the City can transition its fleet to electric and alternative fueled technologies and deploy the
charging infrastructure needed to power them.
Clean Technology Compendium —Southern California Association of Governments (SCAG), 112023—Present
Project Manager. Sam is currently leading a project for SCAG focused on the development of a Clean Technology
Compendium spanning multiple transportation sectors, including passenger vehicles, medium- and heavy-duty
vehicles, buses, and rail. As part of this initiative, Sam's team has conducted a comprehensive desk research and
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vendor survey, gathering information on various commercially available technologies in the market. They have
diligently evaluated these technologies based on factors such as the pace of commercialization, environmental
impact, costs, and other relevant criteria. The project's objective is to create a technology compendium that not only
showcases the available clean technologies but also provides specific recommendations to SCAG and its regional
partners on how to expedite the adoption of these technologies in the area.
Clean Truck Technology Comparative Report —LA Metro, 0512022-0912022
Deputy Project Manager. Sam is co -managing a project with LA Metro to provide an objective assessment of four
types of vehicle technologies (i.e., diesel, hydrogen, battery electric, and natural gas) over the immediate, short,
medium, and long terms, on market maturity, infrastructure and energy supply readiness and needs, the cost of
ownership, emissions and public health impacts, and barriers to adoption. As part of this report, Sam provided
insights on the level of technology transformation needed for LA Metro to meet its public health and climate goals, as
well as the scale of fueling and charging infrastructure buildout to support this transition. The report will serve as a
technology and infrastructure roadmap to inform decision -making among policymakers and LA Metro staff.
Medium- and Heavy -Duty (MD/HD) Vehicle Zero Emission Vehicle (ZEV) Blueprint —San Diego Association of
Governments (SANDAG), 0612022—Present
Project Manager. Sam is leading an effort with SANDAG to develop a MD/HD ZEV blueprint that guides the
transition of freight and transit vehicles to zero emission technology and highlight the challenges related to
technology readiness, infrastructure availability, and cost. As part of this work, Sam will be forecasting the MD/HD
ZEV adoption in the region along with the charging and fueling infrastructure needed to support them. The blueprint
will also identify key implementation strategies that the region can take to accelerate the adoption of zero emissions
MD/HD vehicles.
Zero Emission Truck Infrastructure —Southern California Association of Governments, 0112023—Present
Project Manager. As the project manager on the ICF side for the Southern California Association of Governments'
(SCAG) Zero Emission Truck Infrastructure (ZETI) project, Sam plays a crucial role in developing a pioneering and
comprehensive plan for a zero -emission vehicle (ZEV) charging and fueling network for medium and heavy-duty
vehicles across Southern California. His responsibilities include overseeing assessment of fueling infrastructure
needs, siting of zero emission infrastructure, craft strategies for deployment of these infrastructure throughout the
region.
Quantifying the Environmental Justice Impacts of Zero -Emission Vehicles — International Council on Clean
Transportation, April 2022 -Present
Project Lead. Sam is leading a team of technical and policy analysts across three different firms (ICF, Forth. and
Cenex) to assess the disparity in ZEV ownership and usage across various markets, evaluate current metrics and
approaches adopted by different jurisdictions to quantify ZEV equity impacts and examine existing governments'
strategies to enhance equity and promote EJ within their ZEV policies. The outcome of this research is to provide
International ZEV Alliance with recommendations on additional strategies and mechanisms that can be employed to
strengthen the equity aspects of ZEV policies.
EMPLOYMENT HISTORY
ICF. Senior Director of Clean Transportation & Energy. San Francisco. 3/2023—Present
ICF. Director of Clean Transportation & Energy. San Francisco. 11/2021-3/2023.
California Air Resources Board. Branch Chief. Sacramento. 02/2012-10/2021.
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Theodora Konstantinou, PhD
Lead Consultant, Transportation and Energy
Dr. Theodora Konstantinou is a lead transportation and energy consultant
at ICF with seven years of experience in transportation electrification and
decarbonization. Her work at ICF focuses on developing electric vehicle
(EV) roadmaps, charging infrastructure plans, and incentive programs at
the state and local levels. Prior to joining ICF, she gained experience at the
EV Research Center of the Institute of Transportation Studies at the
University of California, Davis, where she led and oversaw research
projects related to the used vehicle market and its implications for EVs,
equity concerns regarding the impact of incentives on EV adoption, and EV
adoption in rural areas. Dr. Konstantinou has worked on projects funded by
organizations and agencies, such as the National Science Foundation, the
Department of Energy, the California Air Resources Board, and the Indiana
Department of Transportation.
She holds a PhD in Transportation and Infrastructure Systems Engineering
from Purdue University, specializing in medium and heavy-duty vehicle
electrification by examining the barriers to adoption and the proper
implementation of EV technology in the trucking industry.
PROJECT EXPERIENCE
City of Lodi Electric Vehicle Charging Infrastructure Master Plan, City
of Lodi, 10/2023—Present
Project Manager. Theodora is overseeing the project funded by the City of
Lodi to develop a comprehensive and thoroughly considered EV Charging
Infrastructure Plan for the City of Lodi. This Plan provides a systematic
approach to building a publicly accessible EV infrastructure network to
safely facilitate the operation of EVs within the City and surrounding areas.
Years of Experience
Professional start date: 08/2017
ICF start date: 10/2023
Education
PhD, Civil Engineering, Purdue
University, 2022
MS, Civil Engineering, Purdue
University, 2018
BS, Rural & Surveying
Engineering, National
Technical University of Athens,
2016
Technical Skillset:
Microsoft Office, ArcGIS,
NLOGIT, Python
Pennsylvania Zero -Emission Vehicle (ZEV) Roadmap, Pennsylvania
Department of Environmental Protection, 10/2023-Present
Technical Lead. Theodora is helping the Pennsylvania Department of Environmental Protection to update its 2018
EV Roadmap. Given her experience in medium- and heavy-duty vehicle electrification, Theodora will bridge a
significant gap in the current EV roadmap by undertaking a thorough assessment of Pennsylvania's current medium -
and heavy-duty zero -emission vehicle (ZEV) landscape, and aiding in the development of near-, mid-, and long-term
strategies for the accelerated adoption of ZEVs and their associated infrastructure in Pennsylvania.
San Diego Regional Zero -Emission Vehicle Incentive Program Strategy, SANDAG, 10/2023-Present
Project Support. Theodora is contributing to the establishment of a zero -emission vehicle incentive program
(ZEVIP) for the San Diego region. The ZEVIP has the goal to facilitate the acquisition of more than 100,000 zero -
emission passenger vehicles from 2025 to 2035, with a particular focus on increasing ZEV purchases among
residents in low- and moderate -income households and those living in disadvantaged and low-income communities.
Theodora will help identify participation barriers, lessons learned from existing programs, and devising incentive
options for new and used vehicles.
State of Zero -Emission Vehicle Secondary Market and Accessibility Impacts in California's Underserved
Communities, California Air Resources Board, 09/2022-09/2023
Project Manager. The goal of this project is to provide policy recommendations based on a deep understanding of
the impact of incentive programs on the light -duty EV market and how the secondary EV market can potentially
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increase access to clean mobility options for underserved communities in California. Theodora played a pivotal role
in shaping the project's direction, ensuring effective collaboration among team members and providing technical
expertise. Theodora also led the design of a survey, distributed to EV and non-EV owners, a crucial step in gathering
essential data to support this project and various ongoing research initiatives.
Understanding the Heterogeneity of Plug-in EV Owners in Rural California, Statewide Transportation
Research Program, 1012022-0812023
Technical Expert. As California moves toward 100% Zero -Emission Vehicle (ZEV) sales, it is important to
characterize the diversity of rural vehicle owners to understand the effect current and future ZEV policies might have
on rural areas and inform future policies around rural ZEV adoption. Theodora provided technical expertise and
guidance in the appropriate analysis methods and in extracting important insights from the results to understand the
heterogeneity of vehicle ownership, enabling the formulation of effective policy support for rural communities.
Investigating the Influence of Incentives for Low-income and Disadvantaged Households on Electric Vehicle
Purchase Decisions in California, California Air Resources Board,1112022-08/2023
Technical Expert. Given the widespread availability of incentive programs and the high cost of offering incentives,
understanding consumer response to these subsidies and quantifying the benefits and costs of their implementation
is essential. Theodora served as a technical expert, offering guidance in the execution of statistical analyses aimed at
investigating the impact of income -eligibility -based programs on consumers' decisions to purchase ZEVs. Theodora's
expertise was instrumental in ensuring the analyses were conducted effectively and understanding the relationship
between incentives and ZEV adoption and its implications.
Evaluating the Potential of Truck Electrification and its Implementation from User and Agency Perspectives,
National Science Foundation & Indiana Department of Transportation (INDOT), 01/2019-08/2022
Project Manager. Theodora organized and directed this research project from inception to completion. Theodora
designed the research methodology, managed resources effectively, setting objectives, and ensuring the project's
successful outcomes. In this project, Theodora developed a framework to inform policy making and enhance electric
vehicle (EV) preparedness in the trucking industry in the United States through the study of two interrelated
elements: (a) the adoption of electric trucks and (b) the appropriate implementation of electric truck technology.
A Strategic Assessment of Needs and Opportunities for Wider Adoption of Electric Vehicles in Indiana,
Indiana Department of Transportation (INDOT), 09/2020-03/2022
Project Lead. Theodora led a project team to investigate the challenges and opportunities of developing
infrastructure to support EV operations in Indiana. This initiative included creating a strategic plan for INDOT,
focusing on EV charging stations and related infrastructure. Theodora also played a leading role in planning the
strategic deployment of charging stations for both light and heavy-duty vehicles and designing a framework to assess
the impact of EV adoption on fuel tax revenue. Theodora also conducted interviews with key stakeholders to evaluate
strategic partnerships and business models for EV charging infrastructure and provided recommendations for
enhancing EV readiness.
EMPLOYMENT HISTORY
ICF. Lead Transportation and Energy Consultant. Los Angeles, CA. 10/2023—Present.
University of California, Davis -Electric Vehicle (EV) Research Center. Researcher. Davis, CA. 09/2023-
09/2024.
• Purdue University. Research Assistant. West Lafayette, IN. 08/2017-08/2022.
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Stephanie Kong, PhD
Senior Manager, Transportation Electrification
Dr. Stephanie Kong is a senior transportation electrification consultant at
ICF and has eight years of experience in air pollution measurement, vehicle
activity and emissions modeling, GHG and criteria pollutant emissions
analysis, and clean transportation policies. Dr. Kong received her Ph.D.
from California Institute of Technology, where she focused on air quality
modeling using complex statistical and data analytical tools. During her time
at the California Air Resources Board (CARB), she led the development of
California's transportation emission modeling tools and was the technical
lead behind CARB's medium and heavy-duty zero emission fleet
regulations. Upon joining ICF, she has been leading multiple projects to
help state and local governments to develop zero emission vehicles (ZEV)
strategies and ZEV infrastructure deployment planning.
PROJECT EXPERIENCE
Energy White Fleet Electrification Assessment, LAUSD, 12/2023—
Present
Project Manager. Stephanie is leading the white fleet electrification plan for
the Los Angeles Unified School District (LAUSD), the second largest school
district in the country. The project includes evaluating the current fleet
characteristics, provide cost-effective and technologically feasible
recommendations for electric vehicle (EV) and equipment replacement, and
conduct a comprehensive analysis to inform the number, type, and location
of electric vehicle supply equipment (EVSE) needed to support full fleet
electrification along with their associated cost and schedule for deployment.
The project is also intended to provide comprehensive funding and
financing strategies tailored around LAUSD's needs to overcome the cost
barriers for transitioning the fleet to EVs and building out the needed
charging infrastructure to support them.
Years of Experience
Professional start date: 09/2015
ICF start date: 02/2023
Education
PhD, Chemical Engineering,
California Institute of
Technology, 2020
MS, Chemical Engineering,
California Institute of
Technology, 2018
BS, Chemistry, Harvey Mudd
College, 2015
Technical Skillset:
Python, ArcGIS, SQL, R,
Microsoft Office
Pennsylvania Zero -Emission Vehicle (ZEV) Roadmap, PADEP, 10/2023-Present
Deputy Project Manager. Stephanie is working with the Pennsylvania Department of Environmental Protection
(PADEP) to update and expand Pennsylvania's zero -emission vehicle (ZEV) Roadmap. The new version of the
Roadmap will update PA's strategy related to light -duty EVs in PA and add sections with analysis and
recommendations relating to Medium and Heavy -Duty Electric Vehicles and Hydrogen Fuel -Cell Vehicles. The
Roadmap aims to produce informative and actionable recommendations that assist in facilitating increased ZEV
adoption and maximize societal benefits to the citizens of Pennsylvania.
Regional Transportation and Climate Change Multimodal Measures, Met Council, 08/2023—Present
Project Manager. Stephanie is leading the development of recommended methodologies to the Metropolitan Council
for estimating GHG impacts. These methodologies will be used for individual projects for the Regional Solicitation
and potentially for packages or categories of projects, such as the Transportation Improvement Plan and the Long -
Range Transportation Plan. The project provides a holistic overview of GHG emissions from various phases,
including vehicle lifecycle or well -to -wheel emissions, construction and system user emissions, embodied materials
emissions, as well as emissions from vehicle manufacturing and disposal. In addition, the project also evaluates the
impact of induced travel demand from projects such as roadway capacity expansion and corridor speed
improvements.
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Assess the Battery -Recharging and Hydrogen -Refueling Infrastructure Needs, Costs and Timelines Required
to Support Regulatory Requirements for Zero -Emission Vehicles — CRC, 06/2023—Present
Project Manager. Dr. Kong is overseeing the project funded by the Coordinating Research Council (CRC) to assess
the national demands and cost of charging and hydrogen fueling infrastructure in support of transition the light-,
medium-, and heavy-duty vehicles to zero emission technologies. The project aims to thoroughly evaluate the
infrastructural needs in light of the anticipated surge in ZEVs across the U.S and determine its implications on the
energy supply infrastructure.
San Diego Regional Zero -Emission Vehicle Incentive Program Strategy, SANDAG, 06/2023-Present
Project Manager. Stephanie is leading the establishment of a zero -emission vehicle incentive program (ZEVIP) for
the San Diego region. The ZEVIP aims to support the purchase of over 100,000 ZEV passenger vehicles between
2025-2035, while enabling significantly more ZEV purchases by residents in low- and moderate -income (LMI)
households and/or people residing in Disadvantaged and Low -Income Communities. In addition, Stephanie is also
helping SANDAG to establish inter -regional coordination on ZEV incentive programs with other MPOs and air
districts and support local jurisdictions to meet their Climate Action Plan and clean transportation goals.
Moreno Valley Electric Vehicle Charging Infrastructure Master Plan, City of Moreno Valley, 05/2023-Present
Deputy Project Manager. Stephanie is helping the City of Moreno Valley to develop an EV charging infrastructure
master plan that aims to provide a systematic approach for the City to build a public accessible EV infrastructure
network to safely facilitate the movement of electric vehicles within the City and surrounding areas. Stephanie is
leading the efforts to evaluate EV adoption trends within the City, as well as identify locations and communities where
public charging infrastructure will be needed. In addition, Stephanie is also helping the city to identify opportunities
and apply for future capital grants through federal and state grant programs.
Medium and Heavy -Duty Vehicle ZEV Blueprint, SANDAG, 04/2023-02/2024
Task Lead. Stephanie is leading the development of San Diego Association of Government (SANDAG) near -term
and long-term ZEV implementation strategies that the region can take to accelerate the adoption of zero emissions
medium- and heavy-duty (MD/HD) vehicles and infrastructure deployment. In addition, the strategies will also
account for workforce training and development needs for the region to meet the MD/HD ZEV goals.
California's Advanced Clean Fleets Regulation (ACF) —California Air Resources Board (CARB), 07/2020-
02/2023
Technical Lead. The Advanced Clean Fleets (ACF) regulation is part of a comprehensive strategy that accelerates
the adoption of zero -emission vehicles (ZEVs) in the medium and heavy-duty truck sector. The regulation requires
State and Local government fleets, drayage trucks, high priority and federal fleets to phase in ZEVs over time starting
2024. Dr. Kong oversaw the development of emission benefits analysis and technology mix projection for this
regulation. She worked closely with stakeholders from different regulated sectors and conducted numerous research
and analyses to quantify the overall emissions, health, and economic benefits of the proposed regulation.
California's Mobile Source Emissions Inventory—CARB, 07/2020-02/2023
Technical Lead. EMFAC is the official statewide emission inventory model that CARB uses to assess emissions
from on -road motor vehicles including cars, trucks, and buses in California, and to support CARB's planning and
policy development. Dr. Kong was the technical lead behind the latest EMFAC model updates, where she analyzed
and incorporated substantial information on vehicle population, activity, and criteria pollutants and GHG emissions
into the model. In addition, Dr. Kong also initiated the efforts to improve the spatial resolution of the existing model
using transportation big data.
EMPLOYMENT HISTORY
ICF. Senior Transportation Electrification Consultant. Sacramento/Irvine. 02/2023—Present.
California Air Resources Board. Air Pollution Specialist. Sacramento. 07/2020-02/2023
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Ambika Coletti
Senior Manager, Beneficial Electrification
Ambika Coletti has over 9 years of experience as an energy efficiency and
beneficial electrification consultant. She specializes in the design and
management of beneficial electrification and fleet assessment programs. Her
work includes conducting market assessments, running cost -benefit analyses,
and developing and executing implementation plans. Ambika also has expertise
in project management, data analysis, technical research, program reporting,
business development, remote team management, and stakeholder outreach.
PROJECT EXPERIENCE
Fleet Electrification Assessments, Multiple Clients, 2020—Present
Fleet Assessment Technical Lead and Model Architect. Ambika led the
development and regular updates of ICF's proprietary Fleet Assessment Model
which is used to evaluate and identify fleet electrification opportunities. Ambika
oversaw the research and development of ICF's electric vehicle library (with
over 500 vehicle models, updated monthly), electric vehicle supply equipment
assumptions, emission reduction and total cost of ownership calculations, and
alternative funding sources (EV incentive and grant programs). She manages a
team of eight analysts to conduct fleet assessments and produce meaningful
reports used to educate customer stakeholders on the financial and
environmental benefits of fleet electrification. To date Ambika has supported
fleet assessments for over 50 customer fleets and 45,000 vehicles. Clients
include National Grid (2020-Present), Consumers Energy (2021-Present),
Duquesne Light Company (2021-Present), Salt River Project (2021-Present),
Maryland Energy Administration (2021-Present), Central Hudson Gas & Electric
(2021-Present), Avangrid (2021), City of Honolulu (2021), and Colorado Springs
Utility (2021).
Years of Experience
Professional start date: 7/2012
ICF start date: 07/2012
Education
BS Environmental Science with
Business Minor, Tulane
University, 2012
Certifications/Registrations
Microsoft Office Specialist
Certification Excel and Access
ICF Enterprise Program
Management (EPM) Certified
Professional Affiliations
Member, Association of Energy
Services Professionals
(AESP), 2014-Present
Fleet Electrification Program, Seattle City Light, Seattle, WA 2022—Present
Program Manager. Ambika manages Seattle City Light's program to provide fleet advisory services, charging
solution incentives, and make-ready infrastructure support to fleet customers. She manages the program team, client
relationships, marketing, risk management, outreach, data tracking, key performance indicators, measurement and
verification, and finances.
Clean Air Technologies Program, CenterPoint Energy, Houston, TX, 2014—Present
Program Manager. Ambika manages CenterPoint Energy's program to promote electric forklifts and electric stand-
by truck refrigeration units. She manages the program team, client relationships, marketing efforts, outreach, data
tracking, progress to goals, key performance indicators, and finances. Ambika helped quadruple the size of
CenterPoint Energy's trade ally network, assisted with customer grant applications, and provided monthly client
invoices and reports. She provided project technical support from 2014 to 2016, assumed a role as account manager
in 2017, and now manages the project and replacement account manager.
Beneficial Electrification Program Implementation, Multiple Clients, U.S. 2014—Present.
Operations Manager. Ambika supports or supported six of ICF's beneficial electrification programs for electric utility
clients, from kickoff meetings through start-up and implementation. She manages a team of five analysts, sharing
best practices across programs and coordinating day-to-day program activities between marketing, information
technology, account managers, program managers, project engineers, and clients. Clients include Alliant Energy
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
(2015-2018), Duke Energy (2018-2019), Ameren Missouri (2018-2019), JEA (2014—Present), Entergy (2016—
Present), and the Salt River Project (2017—Present).
NY State EVSE Data Collection and Site Verification Support, New York State Energy Research and
Development Authority (NYSERDA), 2021-Present.
DCFC Program Administration Lead. Ambika leads ICF's support of NYSERDA's DCFC Program by coordinating
application and site reviews. Provides ongoing program management support, progress reports, and program
analytics.
Beneficial Electrification Opportunity Assessments, Multiple Utility Clients, U.S., 2014—Present.
Technical and Modeling Lead. Ambika led or provided subject matter expertise on 18 utility beneficial electrification
opportunity assessments across diverse geographies. She continues to refine and develop ICF's opportunity
assessment process by expanding ICF's technology library to over 80 non -road and on -road equipment types,
updating the cost -benefit analysis model to accommodate standard energy industry cost-effectiveness tests, and
standardizing implementation plan recommendations. She has helped utilities navigate regulatory frameworks and
supported four clients in submitting proposals and technical workpapers with their public service commissions to
implement beneficial electrification programs. Clients have included JEA (2014, 2019), Entergy (2015), Alliant Energy
(2015), the Salt River Project (2017), Ameren (2017), the Public Service Company of Oklahoma (2017), Duke Energy
(2018), CenterPoint Energy (2019), American Electric Power West Virginia (2019), PacifiCorp (2019), CPS Energy
(2019), SaskPower (2020), North Carolina's Electric Cooperatives (2020), Liberty Utilities (2020-2021), Evergy
(2021), and Cleco Power (2021).
Electrification Potential Study for Canada, Natural Resources Canada, 2020-2021.
Model Architect and Technology Subject Matter Expert. Ambika supported the development of a systematic,
informed approach to planning and prioritizing future programs and policies to encourage beneficial electrification
across Canada. She managed the development of the technical assumptions and market potential for 56 on -road
and non -road vehicle measures.
Airport Ground Support Equipment (GSE) Study, AirPro Finland, Finland, 2019.
Technical Expert. Ambika conducted a global energy and emission impact study of airport ground support
equipment for the second largest ground handler company in Finland. She provided technology assessment and
emission reduction methodology guidance and expertise.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Renee Rainey, MPP
Senior Manager, Project Management
Renee Rainey has over 23 years of experience in social science research,
organizational assessment, evaluation, and project management. Her areas of
expertise include data collection and analysis, workforce development, training
and technical assistance, performance data and indicators, and evaluation
design. Ms. Rainey brings a range of qualitative assessment, quantitative
analysis, and leadership skills to her client engagements with a focus on
improving human services and reevaluating systems to better serve people,
especially those who have historically been underrepresented and
disenfranchised.
Years of Experience
Professional start date: 04/2005
In partnership with the California and Nevada International Brotherhood of ICF start date: 12/2012
Electrical Workers (IBEW)/National Electrical Contractors Association (NECA) Education
Labor -Management Cooperation Trust (LMCC), Ms. Rainey led a High Roads MPP, University of California,
Training Partnership California Workforce Development Board (CWDB) grant to Berkeley, 2006
expand energy savings and microgrid training and certification (EESAMTAC) BS, Economics and English,
and quality jobs in California. She also recently completed a project with the cum Iaude, James Madison
California State Transportation Agency (CaISTA), the California Transportation University, 1999
Commission (CTC), and the California Department of Transportation (Caltrans),
conducting a series of equity listening sessions across the state. She was previously the lead technical liaison,
developing and implementing the Online CalWORKs Appraisal Tool (OCAT), a work readiness assessment used by
all 58 California counties. Prior to her work at ICF, Ms. Rainey was an economic consultant at National Economic
Research Associates (NERA) responsible for large-scale data collections and economic analysis of mergers and
acquisitions for Fortune 500 companies. Ms. Rainey was also previously a public sector management consultant at
Booz Allen Hamilton, where she worked with high-level executives within the federal government to define
organizational problems, identify and prioritize solutions, and create roadmaps for organizational change.
PROJECT EXPERIENCE
Low Carbon Economy High Roads Training Partnership EESAMTAC—CWDB, Los Angeles, CA, 6/2021
3/2023.
Project Manager. Ms. Rainey was the project manager for the EESAMTAC led by ICF and the California and
Nevada IBEW/NECA LMCC to expand training and certification to prepare electricians, electrical apprentices, and
electrical contractors for the safe and effective assembly, testing, commissioning, maintenance, repair, retrofitting,
and decommissioning of energy storage and microgrid systems. The project will expand training from 6 to 21
electrical joint apprenticeship training centers over a 2-year period.
Clearinghouse for Labor and Evaluation Research (CLEAR)—DOL, Los Angeles, CA, 8/2016—Present.
Senior Evaluator. Ms. Rainey serves as a senior evaluator for CLEAR, DOL's flagship research and evaluation
clearinghouse, the central repository for labor and workforce research and evaluation studies, targeting researchers,
practitioner, policy makers, and the general public. The clearinghouse includes impact studies, outcome analyses,
process evaluations, and descriptive statistics reports in a range of labor -focused topic areas. Ms. Rainey leverages
her significant research, evaluation, and methodological expertise to review individual studies for the clearinghouse,
assessing the quality of the evidence through a rigorous process and ultimately summarizing each study's key
findings, approach, and quality in a succinct profile to post to CLEAR. Study topic areas have included child labor,
mine safety, literacy, and community colleges. In addition, Ms. Rainey provides expertise in developing topic area
protocols and reviewing and evolving CLEAR policies and procedures.
OCAT—California Department of Social Services, Los Angeles, CA, 12/2015-6/2021.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Technical Liaison. Ms. Rainey was the technical lead and liaison with the ICF technology development team for the
California Department of Social Services' standardized online appraisal tool developed to assess the strengths and
barriers of the California welfare -to -work population. Ms. Rainey led requirement gathering, user acceptance testing,
development of the rules and logic behind the tool, the release management process, cataloguing and prioritization of
tool fixes and enhancements, the change control board process, report and dashboard design, and help desk
operations.
Asset Mapping Tool —San Bernardino County Workforce Development Department, San Bernardino, CA,
6/2018-3/2021.
Project Manager. Ms. Rainey led an information technology development effort on behalf the San Bernardino
County Workforce Development Department to join and analyze disparate workforce related datasets using
geographic information system (GIS) maps and Tableau to develop dashboards, maps, and visuals of county related
assets, resources, and demographics at a census tract level.
California's Clean Energy Workforce, California Skilled Energy Workforce Market Assessment —The Energy
Skills Collaborative, Los Angeles, CA, 4/2019-7/2019.
Project Manager. Ms. Rainey led a team to conduct a market research assessment articulating the current state of
California's Clean Energy workforce and assessing how California clean energy policies will affect occupational
demand. The report also examined impacts on clean energy jobs as a result of new and emerging technologies,
additional skills needed by new and incumbent workers because of technological advances, and a gap analysis
quantifying the difference in supply and demand for workers in energy -related occupations.
Employment History
ICF. Senior Manager, Fairfax, VA and Los Angeles, CA, 1 2/2012—Present.
Booz Allen Hamilton, Associate, Washington, DC, 4/2011-11/2012.
ICF. Senior Technical Specialist. Lake Charles, LA and Fairfax, VA, 2/2007-4/2011.
National Economic Research Associates, Washington DC and San Francisco, CA, Senior Analyst, 2/2000-6/2004,
5/2006-11/2006.
IoveLife, HIV prevention NGO, Consultant, Johannesburg, South Africa, Summer 2005.
UCSF, Institute of Health Policy Studies, Berkeley, CA, Consultant, Spring 2005.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Stacy Noblet
Vice President, Transportation Electrification
Stacy Noblet is a transportation electrification subject matter expert with
nearly 20 years of experience helping federal agencies, state and local
governments, and utilities to plan, design, and implement clean transportation
strategies and programs. Stacy's expertise is in on -road electric vehicles
(EVs) and charging infrastructure. She has contributed to national and local
efforts to increase EV adoption through supportive infrastructure and policy
development since modern-day EVs hit the roads in 2010. Stacy leads EV
readiness plans, utility EV charging program design and execution, regulatory
and policy tracking, and outreach and engagement. Her work includes the
range of fuels and technologies that make up the clean transportation
industry. She is well versed in gaseous fuels, biofuels, hydrogen, and fuel
efficiency measures to reduce petroleum consumption. Her support of the
U.S. Department of Energy's Alternative Fuels Data Center (AFDC) spans
more than a decade.
PROJECT EXPERIENCE
Transportation Electrification Strategy, Program Design, and Regulatory
Support—Pepco Holdings (PHI), 2022—Present
Project Manager and Subject Matter Expert. Stacy is leading the strategy
facilitation, program design, internal stakeholder engagement, cost
estimation, and testimony development for PHI's proposed transportation
electrification programs in the District of Columbia and Maryland jurisdictions.
Years of Experience
Professional start date: 05/2004
ICF start date: 05/2004
Education
MS, Environmental Sciences
and Policy, The Johns Hopkins
University, 2012
BS, Environmental Studies,
Western Michigan University,
2003
BS, Geography, Western
Michigan University, 2003
EV Charging Make -Ready Incentive Program Implementation —Atlantic City Electric (ACE), 2021—Present
Senior Advisor. Stacy provides subject matter expertise and input to guide ICF's implementation of the ACE
EVsmart Program, which provides incentives toward the make-ready infrastructure for EV charging in the residential,
multifamily, workplace, fleet, and public charging settings through 2026. ICF provides information technology (IT),
customer care, rebate processing, outreach, vendor engagement, and overarching program implementation support.
EV Charging Station Incentive and Deployment Program Implementation —Baltimore Gas & Electric (BGE),
2019—Present
Senior Advisor. Stacy provides oversight and expertise to inform ICF's implementation of the BGE EVsmart
Program, which launched in 2019 and will continue through 2023. The program includes residential EV charger
rebates, multifamily EV charger rebates, and a network of public charging stations. ICF's team includes EV subject
matter experts working alongside IT, customer care, rebate processing, marketing, and program implementation
leads. The team also provides marketing and event support.
ENERGY STAR EV Charger Product Marketing and Stakeholder Engagement—U.S. Environmental Protection
Agency (EPA), 2016—Present
Subject Matter Expert. Stacy provides input to the team supporting EPA's efforts to increase market penetration of
energy efficient EV charging equipment. She conducts outreach to EV charger manufacturers, utilities, state
agencies, and other organizations to increase awareness of the ENERGY STAR specification for Level 1, Level 2,
and DC fast EV chargers.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Fleet and Transportation Support for Sustainable Operations and Climate Change—U.S. National Park
Service (NPS), 2011—Present
Project Manager. Stacy manages the implementation of EV charging station projects with two donors, BMW (past)
and the California Energy Commission (present). She provides technical advice, project management support, and
coordination with NPS and project partners. She also supports the Clean Cities National Parks Initiative, a
partnership between NPS and the U.S. Department of Energy (DOE) that funds and supports projects to reduce
petroleum consumption, vehicle greenhouse gases, and other emissions. These projects educate park employees,
visitors, and communities about the benefits of using cleaner, more efficient vehicles and alternative fuels.
Alternative Fuel and Advanced Vehicle Technical Assistance and Data Management —National Renewable
Energy Laboratory (NREL), 2004—Present
Senior Advisor. Stacay provides oversight and technical subject matter expertise across ICF's support to a variety
of programs and efforts for DOE's Vehicle Technologies Office through our contract with NREL. ICF's Joint Office of
Energy and Transportation Technical Assistance team is supporting state departments of transportation and other
stakeholders in the implementation of programs funded through the federal Bipartisan Infrastructure Law, signed in
November 2021. ICF also manages the daily operations of the Technical Response Service (TRS), which includes
responding to inquiries related to EVs, alternative fuels, EV and alternative fueling infrastructure, and other petroleum
reduction strategies. In addition, ICF writes and updates Clean Cities publications, including vehicle guides, case
studies, and technical white papers, and develops trainings for Clean Cities coordinators and stakeholders. ICF also
updates and maintains two databases housed on the DOE AFDC —the Alternative Fueling Station Locator, which
includes nearly 60,000 data points, and the Laws & Incentives search, which includes over 1,600 records of laws,
incentives, and programs related to alternative fuels and other petroleum reduction strategies.
Eastern Iowa EV Readiness Plan —City of Iowa City, 2020-2021
Senior Advisor. Stacy guided the development of the Eastern Iowa EV Readiness Roadmap for the City of Iowa
City. This included engaging a steering committee of external stakeholders across multiple organizations, conducting
research, develping the plan, and providing overall project management.
Transportation Electrification Pilot Program Design and Regulatory Support—Evergy, 2020-2021
Project Manager and Subject Matter Expert. Stacy led the development of Evergy's transportation electrification
program design and corresponding filing to the Missouri and Kansas regulatory commissions. She coordinated tasks
related to filing scope, program design, cost effectiveness evaluation, and overall project management. She provided
research support, stakeholder engagement, and expert witness testimony.
Transportation Electrification Pilot Program Design and Filing —Liberty -Empire, 2019-2020
Project Manager and Subject Matter Expert. Stacy led the development of Liberty-Empire's transportation
electrification program design and corresponding filing to the Missouri Public Service Commission. She conducted
research and analyses focused on the EV and charging infrastructure market in Liberty's Missouri service territory, as
well as across the country.
Public EV Charger Incentive Program Design and Implementation —Duquesne Light Company (DLC), 2019-
2019
Project Manager. Stacy led the design and operational ization of a rebate incentive program for publicly accessible
Level 2 charging stations. She coordinated with DLC staff to develop the program workflow and obtain leadership
buy -in. Stacy developed program forms and outreach materials. Additionally, she assisted with site host identification,
education, and technical assistance and supported DLC's implementation and evaluation of the program.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Mark Ouellette, MPP
Vice President, Workforce Innovation
Mr. Ouellette has more than 23 years of experience designing and improving
training programs for vulnerable and under -supported populations. Since
2019, Mr. Ouellette has managed two Office of Apprenticeship funded
initiatives to expand and diversity registered apprenticeships. In addition, for
13 years Mr. Ouellette has led the creation and expansion of the California
Advanced Lighting Controls Training Program (CALCTP) an effort that has
established industry recognized competency -based credential that is backed
by electrical utility incentives in 5 states and all of Canada. Mr. Ouellette has
designed several work -based learning projects throughout the country. Mr.
Ouellette has held several roles in government, the non-profit sector,
foundations, and in the classroom as a high school and middle school
teacher. He has extensive experience identifying solutions through extensive
partnerships including bringing together State and local stakeholders to
develop significant and sustainable initiatives in the fields of energy efficiency
workforce training, family economic success, education reform, and youth
development.
PROJECT EXPERIENCE
Years of Experience
Professional start date: 1995
ICF start date: 2008
Education
M.P.P., Public Policy, University
of Michigan, 1999
B.A., History, magna cum laude,
California State University, Long
Beach, 1993
Registered Apprenticeship Technical Assistance Center of Excellence/Apprenticeship Building America
Coaching and Technical Assistance, Employment Training Assistance, Office of Apprenticeship, 2022 —
Present.
Project Manager. Mr. Ouellette is overseeing the $14.1 million dollar coaching and technical assistance project to
the 4 Registered Apprenticeship Technical Assistance Centers of Excellence and the 30 Apprenticeship Building
America grantees. The goal of these $145 million investment is to expand the number of registered apprenticeship
programs and apprentices, diversify the industries that utilize registered apprenticeship, and increase access to and
completion of RAPs for underrepresented populations and underserved communities.
Cybersecurity Youth Apprenticeships, US Department of Labor, Employment Training Assistance, Office of
Apprenticeship, 2019 — Present.
Project Manager. Mr. Ouellette is overseeing a five-year, $10.8 million dollar project expand the number of young
people enrolled in a cybersecurity registered apprenticeship program. Mr. Ouellette has developed the marketing and
branding strategies, overseeing the work -based research to identify industries and occupations needing
cybersecurity professionals, strategies to engage employers, reviewing of curriculum, and conducting outreach to
increase the applicant pool.
Energy Storage and Microgrid Training & Certification (ESAMTAC), California Workforce Development
Board, 2021 — 2023.
Project Manager. Mr. Ouellette is responsible for the training of 600 electrical journeyman and apprentices in the
ESAMTAC curriculum. Mr. Ouellette oversaw the expansion from 6 to 21 training centers including securing
ESAMTAC lab kits and train the trainer activities.
California Advanced Lighting Controls Training Program (CALCTP), International Brotherhood of Electrical
Workers/National Contractors Electrical Association, 2009—Present.
Project Manager. Mr. Ouellette is responsible for ensuring that 3,000+ journey -level electricians are trained in
advanced lighting controls. Mr. Ouellette has assisted in the development of a curriculum based on advanced lighting
controls technology as well as marketing the programming and expanding services to union and non -union
electricians through partnerships with the Chancellor's Office of the California Community College. Mr. Ouellette has
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
conducted site visits to the 32 training facilities across the State as well as presented information on the program to
all of the State's Investor Owned Utilities, the California Energy Commission, the California Public Utilities
Commission, and numerous stakeholders. The program has been recognized by the National Governors' Association
as a promising practice for energy efficiency workforce training and placement.
California Advanced Lighting Controls Training Program — Acceptance Testing Program (CALCTP-AT),
California Advanced Lighting Controls Training Program Board of Trustees, 2013—Present.
Project Manager. In 2012, the California Energy Commission (CEC) mandated that all lighting retrofits be
acceptance tested by a certified technician. As CALCTP Manager, Mr. Ouellette worked with the CALCTP Board and
partners to design a training program to train electricians, electrical contractors, engineers, and commissioning
agents in the proper ways to determine acceptance test a lighting installation as required by the CEC. The program
has certified over 1,200 electricians, electrical contractors, commissioning agents, engineers, and lighting
manufacturer representatives.
National Advanced Lighting Controls Training Program, National Advanced Lighting Controls Training
Program Board of Trustees 2012—Present.
Project Manager. Mr. Ouellette has worked to expand the award winning CALCTP program into additional states.
Since 2012, Mr. Ouellette has worked with Washington, Illinois, Ohio, and Michigan to recreate the program and
ensure the fidelity of the model is maintained. In 2015, the program expanded to all of Canada initially starting in
British Columbia. This has included regular communication and site visits to training programs in these four states.
The NALCTP program has just entered into an agreement to expand the training program across Canada starting
with five colleges in Vancouver, British Columbia.
Regional Apprenticeship Strategy, Economic and Workforce Development Division, 2018 — 2020.
Project Manager. Mr. Ouellette was responsible for overseeing the development of a Regional Apprenticeship
Strategy. This includes identifying existing apprenticeship offerings and developing based on best practices
undeveloped apprenticeship programs. The need for additional programming is based on labor market information
and employer verification. Mr. Ouellette will also be leading an effort to define the common EWDD participant and
encourage others to buy -into the plan.
Workforce Center Consultant, Los Angeles Harbor Department, 2018 — 2020.
Project Manager. Mr. Ouellette was responsible for developing a Memorandum of Understanding between the
Pacific Maritime Association, International Longshoreman Workers Union, and the Los Angeles Harbor Department
aground the creation of a pilot safety training program. In addition, Mr. Ouellette oversaw the curriculum development
as well as a study on the future employment needs of the goods movement sector.
Workforce Disparity Study, Los Angeles Metropolitan Transportation Authority, 2018 — 2019.
Subcontractor. Mr. Ouellette examined the demand for construction workers in the Los Angeles region and how
women can better access those construction opportunities. The goal is to ensure all LA Metro contractors meet the
6.9% women employed provision.
Employment History
ICF, Vice President, 2008 - Present
D.C. Government Special Assistant, Office of the Deputy Mayor for Education, 2007-2008
D.C. Children and Youth Investment Trust Corporation, Director of Programs and Policy, 2004-2007
National League of Cities, Institute for Youth, Education, and Families, Senior Program Associate, 2001-2004
National Governors Association, Center for Best Practices, Policy Analyst, 1999-2001
Claremont Unified School District, Middle School Teacher, 1995-1997
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
Appendix Bo.
Support Staff Resumes
ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
Jonathan Segal, MA
Associate Program Manager, Beneficial Electrification
Jonathan Segal is responsible for supporting the implementation of
Beneficial Electrification client programs. He contributes to program
operations through program management, data analysis, technical research,
and continuous improvements. Jonathan leads the analyst fleet assessment
training program using ICF's proprietary Fleet Assessment Model and
manages a database of over 600 electric vehicles. He also develops and
implements innovative solutions for Beneficial Electrification programs by
automating workflows and reports using tools such as Power Automate and
R.
Years of Experience
Professional start date: 06/2017
ICF start date: 08/2021
Education
Master of Arts, Transportation
Policy, Operations, and
Logistics, George Mason
University, 2021
Bachelor of Science,
Business Management,
Tulane University, 2017
Professional Affiliations
Board Member, Jared's Fund,
2019-Present
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
38
ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan
February 27, 2024
Project Manager. Max Kaffel
Transportation Specialist
Max Kaffel brings half a decade of expertise in sustainable transportation, greenhouse
gas metrics, renewable energy solutions, and transportation strategy. His core strength
lies in evaluating transportation electrification potential, aiding in the development of
vehicle deployment schedules, and conducting cost analysis for infrastructure
implementation.
PROJECT EXPERIENCE
Master Phased Plan for Zero Emission Fleet Transition, New Mexico Gas
Company, May 2023 - Present
Max supported the analysis and documentation of the Master Phased Plan for Zero
Emission Fleet Transition for the New Mexico Gas Company. His duties included
conducting a thorough analysis of NMGCs existing fleet and identify opportunities for
vehicle electrification. Following the fleet analysis and assessment of viable EV
replacement vehicles, Max carried out a detailed charging infrastructure analysis,
identifying multiple charging infrastructure scenarios.
u
Years of Experience
Professional start date:
09/2017
ICF start date: 03/2019
Education
Bachelor of Science,
White Paper on Clean Marine Fuels for Ocean -Going Vessels, Pont of Long University of California,
Beach, April 2023 — Present Berkeley
Max is supporting the development of a white paper on the status of clean marine fuels
in the marine shipping sector. He has aided in a detailed analysis for the Port on the transition to clean marine fuels.
His involvement spans a comprehensive literature review, which delves into existing clean fuel alternatives, industry
trends, commitments from carriers, expected growth, and challenges associated with infrastructure.
EV Fleet and Charging Master Plan, City of Laguna Beach, March 2023 — July 2023.
Analyst. Max played an instrumental role in shaping the Electric Vehicle Fleet and Charging Station Master Plan for
the City of Laguna Beach, California. He thoroughly assessed the City's current fleet, offering insightful
recommendations for transitioning to sustainable transport alternatives. Additionally, he strategized the integration of
EV charging hubs tailored for City vehicles, provided counsel on phasing out outdated propane and traditional fuel
infrastructure, and orchestrated the introduction of community -wide EV charging stations for the public.
Joint Office Technical Assistance (TA) —National Renewable Energy Laboratory, February 2022-Present
The TA responds to technical inquiries from state agencies and related entities that are generated as a result of the
work of the DOT/DOE Joint Office, whose work expands state EV charging deployment. These inquiries require in-
depth research and understanding of EV and EV charging programs under the Bipartisan Infrastructure Law. Mr.
Kaffel supports the daily operations of the TA team by responding to inquiries.
Development of U.S. Greenhouse Gas Emissions Inventory for the Transportation Sector and Transportation
GHG Report —United States Environmental Protection Agency, March 2020-Present
Currently producing the mobile sources section of the official U.S. GHG Inventory. This work includes collection of
activity data, research into improved on -road and off -road emissions factors, the use of the MOVES Model and the
NONROAD Model, and the development of outreach materials and reports. This work is conducted annually and
includes a QA/QC process and an annual consideration of improvements in the methods and data used — for the
U.S. Environmental Protection Agency.
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ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
Freight Logistics Transportation Research and Analysis —United States Environmental Protection Agency,
October 2020-February 2021
Served as the analyst for a study of the third -party logistics industry for the EPA SmartWay program. The SmartWay
Transport Partnership is an EPA voluntary program that helps industry reduce Greenhouse Gas (GHG) emissions by
enabling the environmental and energy benchmarking of carriers, shippers, 3PL and multimodal freight transportation
operations. Conducted market research to characterize all of the different 3PL industry segments, including
dedicated contract carriage, domestic transportation management, international transportation management and
value-added warehousing and distribution. The purpose of the research was to estimate the environmental impact of
different 3PL sectors — for the Environmental Protection Agency.
Renewable Sources of Natural Gas: Supply & Emissions Reduction Assessment Study, American Gas
Foundation (AGF), March 2019-February 2020
Max helped support the resource assessment research as well as assisted on the drafting of multiple report sections.
Offering assistance throughout the project, Max utilized his research experience to develop biomass feedstock
potential estimates, which informed the scenario -based analysis that the report employs.
Climate Action Report, California Department of Transportation (Caltrans), March 2019-April 2020
ICF is providing support with the development of a Climate Action Plan (CAP) for the California Department of
Transportation. Max is assisting with the analysis of VMT and GHG transportation mitigation measures. His duties
include assessing the technological and cost feasibility of transportation planning improvements that can be applied
statewide.
Infrastructure Carbon Estimator (ICE) Tool, Minnesota Department of Transportation (MnDOT), March 2019-
March 2021
ICF is updating and enhancing the scope of the ICE tool, which is an excel -based model that estimates the lifecycle
energy and greenhouse gas (GHG) emissions from the construction and maintenance of transportation facilities. Max
is supporting with quality assurance duties for the revised tool as well as preparing an ICE tool instructional webinar
and will provide ongoing technical assistance as needed.
CMAQ Input Data Dictionary, Federal Highway Administration (FHWA), May 2019-June 2019
Max developed the data dictionary for the transportation demand management (TDM) inputs. With the purpose of
giving users a higher level of detail and clarity, the data dictionary provided CMAQ users recommendations on
methodology, common errors, resources, and for inputs that were less self-explanatory, clear definitions of what the
input should represent.
LCFS Technical Support, Los Angeles County Metropolitan Transportation Authority, March 2019
As part of ongoing technical support for LA Metro, Max delivered a memorandum highlighting relevant amendments
to the low carbon fuel standard (LCFS) in 2019, including book -and -claim accounting for low -carbon intensity (CI)
electricity and new validation and verification requirements.
EMPLOYMENT HISTORY
ICF, Transportation Analyst, March 2019 - Present
City of Oakland & Climate Corps AmeriCorps, Energy and Sustainability Fellow, September 2018 - February
2019
The Natural Resources Defense Council, Energy and Transportation Intern, September 2017 - September
2018
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
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ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan
February 27, 2024
Ramon Molina Garcia
Transportation Specialist
Ramon is a Transportation Specialist in the Climate, Energy and Transportation
group at ICF. His expertise is in fleet electrification assessments, creating vehicle and
infrastructure rollout timelines, cost analyses, emissions inventorying, and energy
demand modeling. He also has extensive experience reflecting state- and federal -
level vehicle and emissions regulations in vehicle and infrastructure studies to reflect
likely ZEV adoption rates and funding opportunities to accelerate charging and fueling
infrastructure deployment.
PROJECT EXPERIENCE
Battery -Recharging and Hydrogen -Refueling Infrastructure Needs for
LD/MD/HD ZEVs, CRC, 06/23 — 09/23
Analyst. Ramon is working with the Coordinating Research Council (CRC) to
develop a national battery -recharging and hydrogen -refueling network study in
support of the EPA proposed regulatory requirements for light-, medium- and heavy-
duty GHG standards. The strategy to meet these stringent GHG and criterial pollutant
emission standards centers around increased ZEV penetration through ZEV sales
requirements. Ramon co -led the research of EPA's and California's ZEV sales
fractions used in this study to project fleet technology mix by state. Ramon also
developed a tool to rapidly query NREL's EVI-Pro model to determine the charging
port distribution required to meet LDV charging needs by state to illustrate number of
charging ports to deploy per year and associated infrastructure costs.
Years of Experience
Professional start date: 2022
ICF start date: 04/2022
Education
MS, Mechanical and
Aerospace Engineering,
University of California,
Irvine, 2021
Bachelor of Arts, Physics,
Macalester College, 2019
EV Fleet and Charging Master Plan, City of Laguna Beach, 03/2023—06/23.
Analyst. Ramon assisted the development an Electric Vehicle Fleet and Charging Station Assessment Master Plan
for the City of Laguna Beach in California that a) evaluates the City's fleet and provide recommendations to transition
from fossil fuel vehicles to clean transportation options; 2) deploy EV charging stations for City fleet vehicles; 3)
provide guidance on how to decommission unnecessary propane and fossil fuel City infrastructure; 4) install EV
charging stations throughout the community for public use; and 5) identify potential funding sources to facilitate
transition to an all -electric fleet.
Development of Transportation Travel Demand Model, California Energy Commission, 01123 — Present
Analyst. Ramon is on the development team for a statewide travel demand model for the CEC Transportation
Energy Forecasting Unit to project and estimate transportation energy demand from various travel modes (e.g.,
passenger vehicles, transit, aviation, rail, marine, micro -transit). Ramon is a primary developer for passenger vehicle,
aviation, and marine travel mode models, having conducted research and developing a flexible forecasting tool using
Python. The model intends to account for emerging transportation modes and other behavioral changes impacting
transportation. These modules will include ridesharing and other mobility services; digital substitution and
teleworking; travel cost and pricing strategies; and connected and autonomous vehicles.
Citywide Fleet Electrification, City of Lodi, 08/2022 — 05/2023.
Analyst. Ramon assisted the development of a Citywide Fleet Electrification Plan for the City of Lodi to transition
their fleet away from fossil fuels and to deploy the necessary charging infrastructure to power their electric vehicles.
The main objective of this project is to develop a plan for the City to meet the compliance requirements of the
Advanced Clean Fleet regulation in the most cost-effective manner possible. As part of this project Ramon is helping
the City of Lodi to: 1) evaluate the City's fleet and provide recommendations to transition from ICE vehicles to electric
vehicles; 2) develop recommended charging infrastructure implementation strategies, 3) estimate the costs to
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ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
transition from ICE vehicles to EVs and to develop and deploy charging infrastructure, 4) discuss the barriers to fleet
transition and describe strategies to overcome them, and 5) develop a plan to leverage incentive funding and
evaluate options for financing and innovative business models.
Fleet Electrification Implementation Rollout Strategy, City of Raleigh, 0612022 — Present.
Analyst. This project is intended to develop a Fleet Electrification Implementation Rollout Strategy for the City of
Raleigh to: a) evaluate the City's fleet and provide recommendations to transition from fossil fuel vehicles to clean
transportation options; 2) identify potential funding sources and procurement strategies; 3) develop a sustainable EV
charging infrastructure plan for City fleet vehicles; 4) provide a training plan and educational guidelines for City staff
who will operate EVs; 5) review the City's EV charging software system solution and recommend best practices for
aligning software; and 6) provide recommendation to improve accessibility and address equity issues through
electrification and charging infrastructure deployment. This plan will serve as a blueprint for how the City can
transition its fleet to electric and alternative fueled technologies and deploy the charging infrastructure needed to
power them.
Medium and Heavy -Duty Vehicle ZEV Blueprint, SANDAG, 06/2022 — Present.
Analyst. Ramon is assisting an effort with San Diego Association of Government (SANDAG) to develop a medium -
and heavy-duty (MD/HD) zero emission vehicle blueprint that guides the transition of freight and transit vehicles to
zero -emission technology and highlight the challenges related to technology readiness, infrastructure availability, and
cost. As part of this work, Ramon is forecasting the MD/HD ZEV adoption in the region along with charging and
fueling infrastructure needed to support them. The blueprint will also identify key implementation strategies that the
region can take to accelerate the adoption of zero emissions MD/HD vehicles.
Quantifying the Environmental Justice Impacts of Zero -Emission Vehicles, International Council on Clean
Transportation, 0612022 — 01/2023.
Analyst. Ramon is a technical and policy analyst assisting three different firms (ICF, Forth. and Cenex) to assess the
disparity in ZEV ownership and usage across various markets, evaluate current metrics and approaches adopted by
different jurisdictions to quantify ZEV equity impacts and examine existing governments' strategies to enhance equity
and promote EJ within their ZEV policies. The outcome of this research is to provide International ZEV Alliance with
recommendations on additional strategies and mechanisms that can be employed to strengthen the equity aspects of
ZEV policies.
Clean Truck Comparative Report —LA Metro, Los Angeles, 05/2022 — 08/2022.
Analyst. Ramon was part of a project with LA Metro to provide an objective assessment of four types of vehicle
technologies (i.e., diesel, hydrogen, battery electric, and natural gas), over immediate, short-, medium-, and long -
terms, on market maturity, infrastructure and energy supply readiness and needs, cost of ownership, emissions and
public health impacts, and barriers to adoption. As part of this report, Ramon provided insights on the level of
technology transformation needed for LA Metro to meet its public health and climate goals, as well as the scale of
fueling and charging infrastructure build out to support this transition. The report will serve as a technology and
infrastructure roadmap to inform decision -making among policymakers and Metro staff.
EMPLOYMENT HISTORY
ICF, Transportation Specialist, 04/2022 — Present
University of California, Irvine. Graduate Student Researcher. Irvine, CA. 06/2019 — 09/2021.
PUBLICATIONS
Diaz, A., Molina Garcia, R., Morley, B., Pournazeri, S., (2023). Environmental Justice Impacts of Zero -Emission
Vehicles. ZEV Alliance Publications. https://zevalliance.org/ei-zevs-ian23/
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
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ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
Duncan Crowley, MS, EIT
Senior Transportation Specialist
Duncan Crowley is a Senior Transportation Specialist with the Clean
Transportation team at ICF, where he leverages a diverse set of
systems engineering skills developed working with Toyota, NASA's Jet
Propulsion Laboratory and at Birdi Systems. A recent graduate of the
Transportation Technology and Policy master's program at UC Davis,
Duncan has experience with modeling, policy analysis and research
across multiple transportation disciplines with strong expertise in urban
freight, freight electrification, ports, electric vehicles and transportation
equity. Currently, at ICF, Duncan focuses mainly on projects related to
decarbonization of the transportation sector, especially those related to
the adoption of zero emission vehicles (ZEV). Prior to working at ICF,
Duncan developed his professional engineering skills as a consultant
and project engineer working for public clients at Birdi Systems. This
experience with infrastructure projects and project estimation makes him
well suited to understanding the complex infrastructure challenges in
transportation decarbonization.
PROJECT EXPERIENCE
Moreno Valley EV Charging Infrastructure Master Plan, City of
Moreno Valley, 07/2023 — present
Years of Experience
Professional start date: 08/2018
ICF start date: 07/2023
Education
MS, Transportation Technology &
Policy, University of California
Davis, 2023
BS, Engineering, Harvey Mudd
College, 2018
Certifications and Registrations
Engineer in Training (EIT) Lic#:
EIT 178466
Consultant — Duncan is a lead consultant for the development of a
siting plan for new electric vehicle charging infrastructure for the City of
Moreno Valley. In this project, he is integrating detailed travel data for the city with GIS data covering existing &
planned chargers, parcels, utilities, zoning and transit to identify optimal locations for new charger projects. This is
part of a greater effort to build a master plan for the city involving a detailed existing conditions analysis, an
evaluation of future needs driven by the growth in demand for EVs, and development of an outreach program to
further increase adoption amongst public and private stakeholders.
Educational Materials for ZEV Trucks, Sustainable Freight Research Center, 04/2022 — 06/2023
Graduate Student Researcher— Duncan was the main researcher on a project for California's Air Resources Board
to come up with an educational strategy to pair with California's Advanced Clean Fleet rule. He identified 11 key
topics about ZEVs which fleets and truck drivers will need to understand, scouring the internet to find the best
available resources for each of the topics. In addition, he developed educational materials, case studies and one -
pagers aimed at heavy duty truck fleets on topics which did not have good resources available already. In addition,
he developed a survey which was distributed to drivers and other attendees at ZEV truck workshops run by CARB to
help evaluate the resources found and get a better sense for what these fleets needed to know and what their pain
points were. He also conducted several interviews with OEMs, fleets, NGOs and public agencies to gain their insights
on existing materials and better understand the needs of drivers and fleets.
Yosemite Valley Bikeshare Analysis, Bicycle Plus Research Collective, 12/2021 — 03/2022
Graduate Student Researcher— Duncan conducted a detailed analysis of travel across modes in Yosemite Valley
working with the Yosemite Conservancy to help improve the placement of bikeshare. This analysis created origin and
destination matrices for all of the main attractions in Yosemite Valley to help understand where visitors were going
once they arrived at the park. This analysis was done using cell phone data gathered by Streetlight Data and allowed
measurements about the number of trips along each road in the valley by car, walking and by bike. Data was taken
from summers during the COVID year (2020) and 2019 to offer a comparison in the traffic when shuttles were being
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ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
used and when they were not. Using these results, it was possible to recommend 3 additional locations for the
bikeshare bikes, as well as which locations had the greatest utilization.
Heavy Duty Fuel Cell Truck Clinic Project, Toyota Motors North America, 09/2017 — 05/2018
Team Lead — Duncan led a team of 5 engineers and scientists in a project partnering with Toyota in Gardena, CA
developing a concept for a regenerative braking system for the Project Portal hydrogen fuel cell truck. As part of this
project, Duncan helped research different technologies for storing the energy generated by braking, and performing
battery cycle tests to determine whether the proposed battery would be able to work with the proposed application. In
addition, he developed a first -principles model to measure the braking energy generated by a Class 8 truck on
several routes originating at the Port of Los Angeles which was used to estimate how much the efficiency of the
vehicle would improve through the use of this braking energy. Duncan participated in several instrumented drives to
generate data for the model using real -world heavy-duty truck driving conditions.
Concept of Operations Software Application, Birdi Systems Inc, 03/2019-08/2019
Software Engineer. Duncan co -led the development of an internal software application for the administration of the
Systems Facilities Operational Readiness (SFOR) business process. This software was designed to store, manage,
and communicate with stakeholders all the information and insights generated as part of the 5 phases of SFOR
including (1) Current Conditions Assessment, (2) Future Conditions Analysis, (3) Gap Analysis and (4) Risk Analysis
and (5) Risk Mitigation. This system has since been used by the company on multiple major infrastructure projects
including the LAX Automated People Mover project and the LA Metro Emergency Security Operations Center project.
It was developed using JS and SQL databases.
Emergency Security Operations Center (ESOC) Design, LA Metro,1212020-0612021
Owner's Representative. Duncan was a key member of the owner's representative team for LA Metro's Emergency
Security Operation Center project, helping to ensure that the designs for the systems for the building would support
the desired operational outcomes for LA Metro for emergencies and for operations of their bus and rail fleet. He
supported design revisions and contributed towards the development of a Concept of Operations for the ESOC. He
also helped manage requirements disagreements between LA Metro and the main contractor for the project.
CCTV Design and Construction for Bradley West Terminal— LAWA, 04/2020—12/2020
Project Engineer — Duncan was the main project engineer for installation, inspection, commissionining and design
changes for the CCTV camera system installed for the new Bradley West international terminal at LAX. Duncan
helped to manage and QC the work of technicians alongside the superintendent to ensure that deadlines were met.
He vastly accelerated the pace of inspections and commissioning of cameras and IT hardware by the team and LAX
to ensure that the building could be handed over to airlines in operational condition by 2021. Duncan worked with
numerous contractors across construction disciplines to ensure that locations were ready for installation as promised.
Further, he mitigated the delays caused by the COVID pandemic as much as practicable.
Concept of Operations for LAX Central Utility Plant, LAWA, 08/2018 — 0512019
Project Engineer — Duncan helped to develop and implement the Systems Facilities Operational Readiness
assessment of the Central Utility Plant at LAX as part of a four -person team. He conducted over a dozen interviews
with operational staff in addition to a detailed review of the facility drawings and operational data. He completed a
comprehensive gap analysis, risk analysis and risk mitigation plan. He developed several projects with an estimated
savings of over $5 million annually and payback period of <3 years.
EMPLOYMENT HISTORY
ICF. Senior Transportation Specialist. Sacramento. 7/2023— Present.
UC Davis Sustainable Freight Program. Graduate Student Researcher. Davis. 1/2022-6/2023.
Birdi Systems Inc. Systems Engineer. Pasadena. 08/2018-6/2021.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
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ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan
February 27, 2024
Max Litvack-Winkler
Sustainable Mobility Specialist
Mr. Litvack-Winkler is a transportation electrification subject matter expert
with experience in data analysis, research, technical writing, presentation
development, and project management. He helps municipalities, companies,
and commuters increase their access to electric modes of transportation. Mr.
Litvack-Winkler has more than five years of experience conducting
multimodal transportation research and analysis to help reduce emissions
and improve safety and mobility in the transportation sector.
PROJECT EXPERIENCE
City of Pittsburg Fleet Transition —City of Pittsburg, CA, 02/2023 —
Present
Mr. Litvack-Winkler is overall task lead for the City of Pittsburg's fleet
transition. He led data collection of current EV and EVSE inventory, provided
recommendations for EV replacements, recommended new charging stations
and corresponding power levels to support the City's future EV fleet, and
determined the scope and cost of facility and utility upgrades. Mr. Litvack-
Winkler presents slide decks to the City with project updates.
Years of Experience
Professional start date: 07/2018
ICF start date: 01/2022
Education
BA, Economics, Washington
University in St. Louis, Class of
2018
City of Philadelphia Fleet Transition —City of Philadelphia, PA, 07/2023 — Present
Mr. Litvack-Winkler is a task lead for the City of Philadelphia's fleet transition. He supports data collection of current
EV and EVSE inventory and wrote a technical memorandum on EV and EVSE funding opportunities for the City of
Philadelphia to apply to presently and in the future.
511 NY Rideshare Program —New York State Department of Transportation, New York State, 02/2022 —
Present
Mr. Litvack-Winkler is the lead point of contact on behalf of NYSDOT for Electric Vehicle Supply Equipment (EVSE)
administration in the NY Hudson Valley region. He develops analyses, contacts EVSE OEMs and industry
representatives about maintenance issues, coordinates the installment of new stations and provides updates to
NYSDOT on EVSE status. He also provides information to program partners on EVSE vendors, technical details,
cost data, and grant opportunities.
Electric Vehicle Site Verification— New York State Energy Research and Development Authority, New York
State, 0212022 —Present
Mr. Litvack-Winkler conducts site host outreach and station verification task lead for new EVSE stations implemented
through the Charge Ready NY and Direct Current Fast Charging (DCFC) Light Duty Electric Vehicle Supply
Equipment programs. He analyzes network dashboards and station utilization to develop criteria for site visits, trains
volunteer and develops checklist materials to ensure site visits are properly conducted, and leads outreach to site
hosts.
Electric Vehicle Station Locator Task —National Renewable Energy Laboratory/Department of Energy, USA,
0212022 —Present
Mr. Litvack-Winkler calls industry contacts and EVSE owners to update the Alternative Fuels Data Center (AFDC)
map. He provides key insights to improve the AFDC data collection process and overall database.
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ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
Brynn Holbrook
Research Data Analyst II
Ms. Holbrook is an Analyst at ICF and has experience in research and
technical assistance. She possesses strong research and evaluation skills,
including programming and administering surveys, conducting semi -
structured interviews, analyzing quantitative and qualitative data, and working
with large datasets. While at The College of New Jersey, Ms. Holbrook
served as a research assistant for multiple projects relating to health and
poverty. At ICF, Ms. Holbrook works on several projects relating to health,
poverty, workforce development, apprenticeship, and training and technical
assistance.
Years of Experience
Professional start date: 07/2018
PROJECT EXPERIENCE ICF start date: 01/2022
Program Life Cycle Evaluation, AmeriCorps, Corporation for National Education
and Community Service (CNCS), 2020 — Present. BA, Sociology and Public Health,
Analyst. Ms. Holbrook serves as a Research Assistant of participatory The College of New Jersey,
evaluation approach to examine national service programs focused on 2018
providing peer recovery coaching to individuals with substance use disorders
or are focused on climate change and environmental stewardship. The project incorporates capacity -building and
dissemination activities for programs and will assist AmeriCorps to support locally driven and innovative solutions.
Ms. Holbrook was responsible for assisting with document reviews, evaluation planning, OMB and IRB submittals,
protocol development, participant recruitment, protocol administration, site visit planning and implementation, data
analysis, and reporting.
Community Health Needs Assessment, Casa Colina Hospital and Centers for Healthcare Research Institute,
2020 — 2021.
Analyst. Ms. Holbrook supported the development of Casa Colina Hospital's Community Health Needs Assessment
in compliance with federal requirements. This included assessment planning, IRB submittal, protocol development
and administration, participant recruitment, primary and secondary data collection and analysis, and reporting.
Supplemental Nutrition Assistance Program (SNAP) Process and Technology Improvement Grants, State of
Maryland, Department of Human Services, 2019.
Analyst. Ms. Holbrook assisted with the evaluation of the integration of workforce assessment tools into multiple
agency sites. She was responsible for analyzing training attendees' training assessments and creating data
visualizations.
Evaluation of the Transition Assistance Program, United States Department of Labor, 2019.
Analyst. Ms. Holbrook assisted with a quasi -experimental study of a program designed to transition military service
members into career pathways. She was responsible for developing portions of the final report which discussed the
program's population and previous iterations of the Transition Assistance Program.
California Advance Lighting Controls Training Program (CALCTP) - Acceptance Technician (AT) Certification
Program, International Brotherhood of Electrical Workers/National Contractors Electrical Association, 2018 —
Present.
Technical Support Specialist. The CALCTP-AT Certification Program was developed to ensure compliance with
Title 24 standards. Ms. Holbrook provides administrative support to the program and assists quality assurance
efforts. Her duties include the review, approval, and payment processing of individual participants and contractors;
response to certification inquiries; certification processing; assistance with training development and administration;
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ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
renewal of certified technicians and companies; and conducting quality assurance audits of submitted acceptance
testing projects to ensure compliance.
Biannual Convening Planning and Technical Assistance, Office of Family Assistance (OFA) Administration
for Children and Families (ACF), U.S. Department of Health and Human Services, 2020.
Technical Support Specialist. Ms. Holbrook supported the planning of the 2020 Regions IV-VIII OFA Tribal TANF
Biannual Convening. Ms. Holbrook was responsible for assisting with plenary and workshop development, speaker
sourcing, and virtual meeting assistance.
Workforce Impact Network (WIN), Office of Apprenticeships (OA), Employment and Training Administration
(ETA), U.S. Department of Labor (DOL), 2020 — Present.
Analyst. ICF, as a subcontractor to net.America, was awarded a five-year contract to expand registered
apprenticeship programs (RAPs) in the health IT and energy sectors. The Workforce Impact Network (WIN) aims to
expand current and create new RAPs for career seekers with a 50% focus on minority and vulnerable populations
with a commitment to enrolling an average of 750 Registered Apprentices or more a year over the life of the contract.
As an analyst, Ms. Holbrook supports data management efforts, apprenticeship research, and stakeholder outreach.
Low Carbon Economy High Roads Training Partnership Expanding Energy Savings and Microgrid Training
and Certification (EESAMTAC), California Workforce Development Board, 2021-2023.
Analyst. Ms. Holbrook served as an analyst for the EESAMTAC project, led by ICF and the California and Nevada
IBEW/NECA Labor -Management Cooperation Trust (LMCC), which expanded training and certification to prepare
electricians, electrical apprentices, and electrical contractors for the safe and effective assembly, testing,
commissioning, maintenance, repair, retrofitting, and decommissioning of energy storage and microgrid (ESM)
systems. The project expanded training from six to 21 Electrical Join Apprenticeship Training Centers (JATCs) over a
two-year period. Ms. Holbrook assisted with protocol development, participant enrollment, and documentation.
Regional Apprenticeship Strategy Consultants, Los Angeles Economic and Workforce Development Division
(EWDD), 2018 — 2019.
Analyst. Ms. Holbrook provided technical and administrative support in the development of a Regional
Apprenticeship Strategy. This included providing note taking and meeting coordination services, contacting and
verifying existing apprenticeship programs, researching the growth potential of programs as based on labor market
information and real-time job postings, comparing the common EWDD participant with program entry requirements to
determine areas where pre -apprenticeship may be most imperative, conducting regional employer outreach through
conversations with local employers and presentations to industry groups to verify research findings, drafting reports
and other materials for clients and stakeholder groups, and coordinating updates of apprenticeship programs and
labor market information.
Los Angeles Harbor Department, 2018 — 2019.
Analyst. As part of a study on the future employment needs of the goods movement sector, Ms. Holbrook was
responsible for determining future employment needs for the Harbor Department. This included studying the
projected growth and use of automation, the Internet of Things, telematics, business analytics, and other tools in the
sector and examining resulting skill demand and occupations. Ms. Holbrook also examined the use of apprenticeship
to train current and future sector workers for future occupations.
EMPLOYMENT HISTORY
ICF. Research Data Analyst. 2018-Present.
Lawrence Alcohol and Drug Alliance. Assistant Coordinator. 2017-2018.
New Jersey Audubon. Policy Intern. 2017-2018.
The College of New Jersey. Research Assistant. 2016-2018.
Anti -Violence Initiatives. Community Engagement Intern. 2016.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
47
11 EL O- - /
Submitted to:
Michael Ortiz, Acting D.D. Public Works
(Parks, Fleet, Facilities)
City of Santa Ana
Public Works Agency
Parks, Fleet, Facilities Division
20 Civic Center Plaza
Santa Ana, CA 92701
Submitted by:
ICF Incorporated, L.L.C.
49 Discovery
Suite 250
Irvine, CA 92618
Contact:
Theodora Konstantinou, PhD
Project Manager
(213) 312 1707
Theodora. Konstantinou(@icf.com
This proposal includes proprietary and confidential data that shall not be disclosed outside City of Santa Ana and shall not be duplicated, used,
or disclosed —in whole or in part —for any purpose other than to evaluate this proposal. The data subject to this restriction are contained in this
volume and its appendices and attachments.
ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
Cover Sheet
February 26, 2024
Michael Ortiz, Acting D.D. Public Works (Parks, Fleet, Facilities)
City of Santa Ana — Public Works Agency — Parks, Fleet, Facilities Division
20 Civic Center Plaza
Santa Ana, CA 92701
Subject: ICF Cost Proposal 2024-162484 in Response to Request for Proposals (RFP) titled "Fleet
Electrification & Electric Vehicle Master Plan And City Fleet Policies"
Dear Mr. Ortiz,
ICF Incorporated, L.L.C., is pleased to submit our firm fixed price (FFP) cost proposal in response to the City of
Santa Ana RFP titled "Fleet Electrification & Electric Vehicle Master Plan And City Fleet Policies." The ICF team are
committed to fulfilling the entire scope of this important project and adhering to the requirements described in the
City's RFP. We believe our team is exceptionally well positioned to accomplish this project as presented in the
accompanying Statement of Qualifications.
ICF's estimate is based on experience performing similar work for other clients and reflects the results of the detailed
analysis of the different activities to be performed under each task and the total estimated number of deliverables
(including drafts and final versions) that will be required. This price reflects what we believe is appropriate to achieve
the City's objectives for this study and deliver all the necessary work products. If ICF's price estimate exceeds the
available budget for this project, we are open to discussing how our approach could be modified and price reduced to
match the available budget.
ICF's proposal remains valid for a period of one hundred eighty (180) days from the date of submission. ICF reserves
the right to review its submission, and to extend or revise its offer based on the facts known at the end of the 180-day
period. We look forward to hearing from you regarding the status of our proposal and welcome the opportunity for
further discussion. We are available to discuss contractual questions and may be contacted at (703) 556-5639 or via
email at Rhonda. Hal IRicf.com. Technical questions should be directed to our proposed project manager, Dr.
Theodora Konstantinou, at (213) 312 1707 or Theodora. Konstantinou(cDicf.com.
Sincerely,
9 &; d- � c. 7��
Joseph C. Moran
Senior Contracts Manager
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
Proposed Fee Schedule Breakdown
Upon execution of this contract, ICF will provide invoices and supporting materials via email to the City's project
manager identified during the kick-off meeting. Table 1 below illustrates ICF's proposed fee schedule breakdown for
this contract Table 2 provides detail on the personnel classifications required to provide the scope of services, as well
as their respective billing rates and hours.
Table 1. Proposed Fee Schedule Breakdown — Level of Effort and Price by Task
Year 1
Task 1
Project Kick -Off and Project Management
48
$11,624.76
Task 2
Review of Policies, Documents, and Existing City Fleet and Infrastructure
115
$21,741.24
Task 3
Electric Vehicle and Charging Station Assessment
219
$40,946.48
Task 4
Development of City Fleet Policies and Standards
84
$17,227.56
Task 5
Workforce Development and Staffing Levels
83
$18,278.94
Task 6
Fleet Electrification and Vehicle Charging Master Plan
94
$19,388.82
Year 1 Total
643
$129,207.80
Year 2
On -Call As -Needed Technical Support and Fleet Transition Refresh 49 $10,533.02
Year 3
On -Call As -Needed Technical Support and Fleet Transition Refresh
49
$10,849.06
Total Proposed Price (Including As -Needed Tasks) 741
$150,589.88
Table 2. Proposed Fee Schedule Breakdown — Personnel Classification Hourly Bill Rates by Year
Personnel Classification
Project Director
T
$254.31
Year of Contract
$261.94
$269.80
Project Manager
$238.14
$245.28
$252.64
Senior Consultant
$225.34
$232.10
$239.06
Consultant
$169.21
$174.29
$179.52
Analyst II
$142.95
$147.24
$151.66
Analyst 1
$134.61
$138.65
$142.81
Senior Advisor
$285.75
$294.32
$303.15
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
ICF Proposal for City of Santa Ana Fleet Electrification & Electric Vehicle Master Plan February 27, 2024
Payment Terms/Proposed Invoicing
ICF will invoice based on the payment schedule below in Table 3. Payment terms are net 30 days from date of
invoice. Payments shall be made in accordance with the payment section of the contract terms and conditions and
upon completion of each task and submission of the deliverables to the City.
Table 3. Proposed Invoicing/Payment Schedule
I -
Year
Submission of monthly progress reports, $968.73 per month for 12 months $11,624.76
Submission of Task 2 memo
$21,741.24
Submission of Task 3 memo
$40,946.48
Submission of Task 4 fleet policies and standards
$17,227.56
Submission of Task 5 memo
$18,278.94
Submission of Final Report
$19,388.82
Year 1 Total
$129,207.80
Year 2
Submission of monthly progress reports, $968.73 per month for 12 months
j $10,533.02
Year 3
Submission of monthly progress reports, $968.73 per month for 12 months
Project Total
$10,849.06
$150,589.88
Price Assumptions
• The price accounts for all activities described in the technical proposal.
• ICF assumes that the City of Santa Ana will provide ICF with fleet inventory data, including vehicle
population, vehicle usage, and expected service life, as well as facility listing with existing EV charging
infrastructure.
• ICF assumes that all payments will be due within (30) days after receipt of an acceptable invoice.
• ICF's distribution of hours by tasks categories reflects the mix that ICF believes will be most cost effective in
completing this work. ICF reserves the right to reallocate hours between labor categories and tasks as we
see fit to complete the work in the most efficient manner within the overall ceiling.
• Unless otherwise noted, all submitted deliverables shall be limited to one round of review. City Staff will
provide consolidated feedback on each deliverable, if reviewed by multiple individuals. If there are
conflicting comments between reviewers, City Staff will provide directions. ICF will then revise the
deliverable and incorporate any comments or edits after five business days and submit the revised
deliverable, at which point it shall then be considered complete.
• Should ICF be awarded the contract, ICF requests the ability to negotiate the indemnification clause and
discuss the inclusion of a limitation of liability clause. ICF's proposal is not conditioned on the City of Santa
Ana accepting our proposed edits.
• ICF assumes the ability to add under the auto section "or equivalent" as our policy may not be specifically
on the form number specified but would be as broad or broader ISO Form Number CA 00 01
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal
(9)
CITY OF SANTA ANA
ATTACHMENT A
PROPOSER'S CERTIFICATION, PROPOSAL PRICING
Certification - I certify that I have read, understand and agree to the terms and conditions of this Request
for Proposals. I have examined the Scope of Services (Exhibit 1) and am qualified to provide services
being requested as specified herein. I understand and agree that I am responsible for reporting any
errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal.
PROPOSER'S STATEMENT: I have read, understood and agree to the terms and conditions on all
pages of the Request for Proposals. Upon request, I will transfer and deliver goods or services to the
City in accordance with said terms and conditions.
ICF Incorporated, L.L.C. 703-225-5639
LEGAL NAME OF COMPANY PHONE AND FAX NUMBERS
1902 Reston Metro Plaza, Reston, VA 20190
BUSINESS ADDRESS
Rhonda Hall
PRINTED NAME OF AUTHORIZED AGENT
02/26/2024
SIGNATURE OF AUTHORIZED AGENT DATE
52-0893615
Sr. Contracts Administrator
TITLE
Rhonda. Hal I(a_icf.com
E-MAIL ADDRESS
FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER
(IFAPPLICABLE)
CITY OF SANTA ANA BUSINESS LICENSE NUMBER
(PLEASE PROVIDE IF AVAILABLE, BUT NOT REQUIRED UNTIL AND IF AN AWARD IS MADE TO PROPOSER.)
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
City of Santa Ana RFP 24-002 Page 28 of 34
(9)
CITY OF SANTA ANA
ATTACHMENT C
PROPOSER'S STATEMENT
Proposer understands and agrees that this written RFP (or any part thereof specifically designated and
accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer
and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with
her signature and official seal noting hereon the action of approval of the Council, signed by the Executive
Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of
this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or
deposited with the United States Postal Service properly addressed to the proposer with the correct postage
affixed thereto.
Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish
City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays,
Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof
accompanying this proposal shall become the property of the City and shall be considered as payment of
damages due to the delay and other causes suffered by City because of the failure to furnish the necessary
bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to
ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned
to the undersigned.
Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth
in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under
the contract will be based upon the actual quantities of work satisfactorily completed.
All terms contained in the specifications, the certification of nondiscrimination by contractors, and the
required insurance certificates are to be incorporated by reference into this agreement and are made
specifically as part of this RFP.
Firm ICF Incorporated, L.L.C.
Signed and Printed Name: / n 64&
Title Sr. Contracts Administrator
Date 02/26/2024
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
City of Santa Ana RFP 24-002 Page 30 of 34
CITY of SANTA ANA
ATTAI`-Im E NT D
NON -COLLUSION AFFIDAVIT
(Title 23 United States Code Section 112 and Public Conlred Code Section 7106)
To the CITY OF SANTA ANA
In 30cordance with Title 23 Uniled States Code Section 112 and Public Contract Code 7106 the proposer
declares that the proposal is not made in the interest of, or on behalf of, arty un6sclosed person,
partnership, cornpany, association, organization, or corporation; that the proposal is genuine and not
oolluSive or scram, that the proposer has not directly or indirectly induced or solicited any othef proposer
10 put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or
agreed with any prcpvsef or anyone else to put in a sham proposal, or that anyone shall refrain from
bidding; that the proposer has not in any manner, directly or inderectly, soughl by agreement.
Com m un icallion, or conference with anyone to fix the proposal price of the proposer or any proposer, a
to fix any overhead, prafd, or cost element of the proposal price, or of that of any other. proposer. or to
secure any advantage against the public body awarding the contract of anyorte interested in the
proposed contract, that all statements cautaned in the proposal are true, and. further, that the proposer
has not, directly or indirectly. submitted his or her proposal price or any breakdown thereof, or the
contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any
corporation. partnership, company association, organization, bid depository. or to any member or agent
thereof to effectuate a Collusive or sham proposal
Note- The above non -collusion affidavit is part of the proposal, Signing this proposal on the signature
portion thereof shall also constitute signature of this non-callusion affidavit. proposers are cautioned that
making a false certit«catton may subject the certifier to criminal prosecution,
Signed
State of V fJ County of t f 4 LA
, f
bscr ed nd swam to (or affirmed) before me on this day ofFA410tf , 20� `t , by
0 proved to me cn 1he basis of satisfactory evidence to Vthe person(s)
who appeared before me.
Notary Public Seal
THIS FOR M MUST BE COMPLf TED AND INGLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WALL BE CONSIDERED N0NRE SPONSIVE
City al Santa Ana RFP 244X2 Page 31 of 34
(9)
CITY OF SANTA ANA
ATTACHMENT E
NON -LOBBYING CERTIFICATION
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or
her knowledge and belief, that:
(1) 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.
(2) 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 of Lobbying Activities," in
conformance with its instructions.
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 Section 1352, Title 31, U.S. Code. 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 prospective participant also agrees by submitting his or her bid or proposal 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 subrecipients shall certify and disclose accordingly.
Signed: / nc Y'S &
Title: Sr. Contracts Administrator
Firm: ICF Incorporated, L.L.C.
Date: 02/26/2024
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
City of Santa Ana RFP 24-002 Page 32 of 34
a
CITY OF SANTA ANA
ATTACHMENT F
NON-DISCRIMINATION CERTIFICATION
The undersigned consultant or corporate officer, during the performance of this contract, certifies as
follows:
The Consultant shall not discriminate against any employee or applicant for employment because of
race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that
applicants are employed, and that employees are treated during employment without, regard to their
race, color, religion, sex, or national origin. 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. The Consultant agrees to post in conspicuous places, available to employees and
applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination
clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of
the Consultant, state that all qualified applicants will receive consideration for employment without
regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which he/she has a
collective bargaining agreement or other contract or understanding, a notice to be provided advising
the said labor union or workers' representatives of the Consultant's commitments under this section,
and shall post copies of the notice in conspicuous places available to employees and applicants for
employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965,
and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of
September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant
thereto, and will permit access to his/her books, records, and accounts by the administering agency
and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules,
regulations, and orders.
In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or
with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or
suspended in whole or in part and the Consultant may be declared ineligible for further Government
contracts or federally assisted construction contracts in accordance with procedures authorized in
Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and
remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule,
regulations, or order of the Secretary of Labor, or as otherwise provided by law.
2. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and
the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted
by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive
Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract
City of Santa Ana RFP 24-002 Page 33 of 34
a
CITY OF SANTA ANA
or purchase order as the administering agency may direct as means of enforcing such provisions,
including sanctions for noncompliance; provided, however, that in the event the Consultant becomes
involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction
by the administering agency, the Consultant may request that the United States enter into such
litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as
amended, no discrimination shall be made in the employment of persons upon public works because
of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital
status, or sex of such persons, except as provided in Section 1420, and any consultant of public
works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed: YY&
Title: Sr. Contracts Administrator
Firm: ICF Incorporated, L.L.C.
Date: 02/26/2024
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
City of Santa Ana RFP 24-002 Page 34 of 34