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HomeMy WebLinkAboutCalifornia Green Business Network; 2021-08-31;ATTACHMENT D California Green Business Network Services Agreement This Agreement is entered into by the California Green Business Network (hereinafter "CAGBN" or "Client"), having an address at 307 Laguna Street, Santa Cruz, CA 95060, and the CITY OF CARLSBAD GREEN BUSINESS NETWORK (hereinafter "Consultant"), having an address at 1635 FARADAY A VE., CARLSBAD, CA 92008. The period of time covered by this Agreement is from August 31, 2021, to June 30, 2023, unless extended by written agreement. This Agreement is a sub-award under California Environmental Protection Agency's (CalEPA) Contract with CAGBN found in Appendix C. As such, it is subject to the terms and conditions of that contract to the extent they apply to sub-awardees. Consultant is required to understand and comply with all applicable flow-down requirements. Scope of Work and Compensation Consultant is to perform the services and be entitled to compensation for such services as described in Appendix A Scope of Work and Appendix B Reporting and Deliverables and any future appendices signed by both parties. See details in Appendices A and B. Relationship of the Parties Applying his/her judgment regarding the work to be performed, Consultant is to choose the means and methods of performing the duties described herein. In doing so, Consultant will act as an independent contractor and not as an agent, partner, joint venturer, or employee of CAGBN. As such, Consultant is not eligible for workers compensation or any of the benefits paid to employees of CAGBN. No taxes (including income, payroll or social security taxes) of any jurisdiction shall be withheld or paid by CAGBN on behalf of Consultant. Consultant understands that he/she is responsible for paying his/her income taxes and all other taxes required by law. Liability and Indemnification Consultant is solely and exclusively liable to third parties for all expenses incurred by Consultant and for all claims of damages arising out of Consultant's actions. Consultant agrees to hold CAGBN harmless for any claims arising from, connected to, or caused in whole or in part by any negligent act or omission of the Consultant. Confidentiality and Publicity To the extent confidential or proprietary information is revealed to Consultant by the Client or obtained by Consultant on behalf of the Client, Consultant may not use or disclose the information without written approval from the Client. Wherever possible the California Green Business Network and the California Environmental Protection Agency shall be recognized in publicity efforts for their fiscal and in-kind support. The CITY OF CARLSBAD GREEN BUSINESS NETWORK, shall include the CAGBN logo and a statement of membership on the program website, window clings, and other key marketing collateral. Intellectual Property; Work Made For Hire In relation to the performance of this Agreement, Consultant may create certain works for CAGBN, and program partners, all of which will be the property of CAGBN upon creation. To the extent that such works may be copyrighted or copyrightable under the laws of the United States. Consultant will be 1 3 Appendix A Scope of Work and Compensation Scope of Work Based on the funding amount specified for Consultant’s Green Business Program, Consultant will support the certification of the following number of businesses. Consultant may also enter an alternate number of certifications which must be approved prior to contract execution. With the funding amount specified in Appendix E, the Consultant will support the certification of: _20 businesses. The Consultant, in collaboration with their program partners, agrees to certify this minimum number of new businesses based on their jurisdiction’s business population, or mutually agreed-upon target. See Appendix D for the latest business populations. The Consultant will develop a work plan that must be submitted along with this agreement – funding is dependent on an approved work plan from CAGBN. Funding amounts: 25% of the two-year funding will be paid upfront and 25% will be paid after the first-year progress report. A final 50% will be paid after the first year’s annual report is received and reviewed and approved. The amount will be selected by the CAGBN Board of Directors, or a third-party review panel, based on the questionnaire provided to all programs. Regardless of funding amounts, detailed expenses must be kept to track all costs for staff time, expenses, and/or materials using the expense tracking forms. The total costs must add up to the total funding amount provided, or exceed it with matched funding. See details in Appendix B. To receive the second half of the funding, the annual report must show at least 40% of the certification goals for two years as having been completed. Task Funding Requirements Collaborate with program partners to recruit businesses and assist businesses through the Green Business certification process in the PROGRAM NAME HERE. 1. Certify the minimum of businesses during the period specified.2. Log business progress and metrics using the CAGBN Database, GreenBizTRACKER.3. Report outcomes to CAGBN by 12/15/21, 6/15/22, and by 6/15/2023 for thesecond year.4. Participate regularly on one or more committees of CAGBN. Local Match Commitment and Reporting Requirements See Appendix B. 4 Appendix B Reporting and Deliverables The Consultant shall provide three reports, the first on December 15, 2021, the second report is a final report for the first year due June 15, 2022, and a third final report for the second full year due June 15, 2023 reporting on the progress of meeting these deliverables on the following schedule: Funding Requirement Due Date Deliverable 1.Work plan for the use of the fundsmust be detailed with milestones anddates. 8/30/21 Detailed Work Plan Document. 2.Certify required number of newbusinesses in your municipality foryear one. 6/15/22 Certify the number of new Green Businesses as specified in Appendix D of this agreement. 3.Certify required number of newbusinesses in your municipality for year two. 6/15/23 Certify the number of new Green Businesses as specified in Appendix D of this agreement. 4.Log business progress and metricsusing the CAGBN DatabaseGreenBizTracker Ongoing Consultant will confirm the utilization of GreenBizTracker and provide environmental outcomes in update reports. 5.Create a 1-2 page update report thatincludes:a.Status update on workingwith businesses in yourmunicipality.b. Environmental outcomes of working with businesses.c.Partner/CBO update, ifapplicable d.Obstacles. 12/15/21 1-2 page update report on status of grantimplementation overall and on progress withbusiness certification (give specific number ofcertifications thus far). Note: Show 30%+ ofcertification target complete by this time toreceive the second set of funding. 6.Submit a 2-3 page first year finalreport that includes: a.Results of working withbusinesses in yourmunicipality.b. Environmental outcomes ofworking with businesses.c.Success stories and at least 5 testimonials.d. Recommendations on how toproliferate GB certifications in all parts of CA, andespecially in DACs.e.Partner/CBO update, if applicable 6/15/22 2-3 page final report on the success of thegrant implementation. Note, show adequate completion of certification target to receivefinal payment for year two work. 5 7. Submit a 2-3 page second year final report that includes: a. Results of working with businesses in your municipality. b. Environmental outcomes of working with businesses. c. Success stories and at least 5 testimonials. d. Recommendations on how to proliferate GB certifications in all parts of CA, and especially in DACs. e. Partner/CBO update, if applicable 6/15/23 2-3 page final report on the success of the grant implementation. Reports shall include digital versions of marketing collateral and links to online collateral. These images and links shall be provided electronically to the CAGBN Executive Director, Josephine Fleming, and CAGBN’s Funding Administrator Shawn Orgel-Olson via a Google Drive folder at a link that will be provided by CAGBN within the report templates. 6 Cost and Expense Tracking Consultant shall utilize the attached “Expense Documentation”, on the following page, to document eligible expenses related to the scope not to exceed the contract amount stated herein. Travel expenses are not eligible for this contract. Expense Documentation Instructions: Each of the existing forty-two (42) local green business programs will receive a funding amount specified in Appendix E to accelerate the rate at which they are able to serve businesses through onsite technical assistance and by linking business owners/managers to available rebates and resources. Each existing program shall certify the number of businesses specified in the Questionnaire and at least ten (10) new businesses, more for larger jurisdictions (detailed above and in Appendix D). Consultant will receive up to the funding amount in Appendix E for expenses related to this scope. Expenses that are reimbursable may include but are not limited to: 1. Staff and/or consultant time to assist and track businesses through the program. 2. Marketing efforts to attract and promote certified green businesses. 3. Business rebates for or material purchases required to meet green business standards. 4. Material and venue expenses for events such as Green Business Academies and/or recruitment events. *Please note that travel expenses are not eligible for reimbursement with this funding. Consultant is also committing to the funding amount in Appendix E, or more, in in-kind match expense for the scope noted above. Please list the items or services that were a cost or expense on the form provided, and include receipts. Email the completed form and receipts along with the required reports in pdf format to sorgelolson@environmentalin.com and jofleming@environmentalin.com. Consultant must ensure that the funding is used only for eligible expenses in the not-to-exceed amount of the sum listed in Appendix E. This will take place after the match documentation is received. Beginning September 15, 2021, and through June 15, 2023 Consultant shall submit forms for expenses and anything above the funding amount specified in Appendix E will be tracked as a match contribution. This Expense Documentation will be provided during the Progress Report (due December 15, 2021) and the two Final Reports (due June 15, 2022, and June 15, 2023). 7 Expense Documentation California Green Business Programs (DATE) Name: Green Business Program: Address: Telephone Number: Email: Submit during reporting periods in pdf format to: sorgelolson@environmentalin.com and jofleming@environmentalin.com California Green Business Network 901 Center Street Santa Cruz, CA 95060 (831) 706-7384 Date Description Hourly Rate/Cost Quantity Total Total Expenses 8 Program Match Documentation Consultant shall match a minimum of one third of the funding disbursement from this contract with additional funding from their municipality, partnering agencies or other sources. Consultant shall document the matched funding in the form below. Matched Funding Form Agency Providing Funding Funding Amount Task Funding Used For Program Material Costs (Design and Production) *Report must include proper documentation of these costs (i.e., invoice from receiving organization or business, copy of the check, justification of cost-share, etc.) NOTE: This sheet should follow the progress report. 9 Appendix C A copy of the contract between the California Green Business Network and CalEPA is attached herein as Appendix C. Consultant is required to ensure that all sub-awardee requirements are met in the delivery and completion of this contract. See separate pdf document. A. BACKGROUND EXHIBIT A SCOPE OF WORK CalEPA / CAGBN Agreement No. 18EPA020 Page 1 of 14 The mission of the California Green Business Network (CAGBN) is to lead the State and nation in developing a healthy green economy with small and medium-sized business partners (SMBs). Led by a coalition of State, local and non-governmental organizations (NG Os), CAGBN achieves its mission by providing technical assistance in best environmental management practices for businesses and recognizing and promoting SMBs that meet the environmental and human health standards set by the CAGBN. The CAGBN brand is recognizable Statewide; and understood, respected, and trusted by consumers and businesses. The CAGBN is a non-profit organization that oversees thirty-four (34) programs operated by Chambers of Commerce, cities, and counties throughout California. These programs provide support and assistance to help certify SMBs that voluntarily adopt environmentally preferable business practices. These practices include increased energy efficiency, reduced greenhouse gas emissions, water conservation and waste reduction. In order to reach SMBs in communities that bear a disproportionate share of environmental challenges, at least 25% of the funding proposed will be used in disadvantaged communities (DAC). The Green Business Program (GBP) delivers assistance for sustainable business practices, strengthens the green marketplace, and tracks measurable outcomes using State and federally endorsed calculators. The program has worked closely with the California Air Resources Board (GARB) on metrics and has partnered on federal grant opportunities to successfully launch programs in DACs. If successful in certifying 40,000 businesses, eventually the State could expect to see over 1 O million metric tons in greenhouse gas emission reduction, 1.6 billion gallons of water conserved, and $390 million in estimated utility savings for businesses. This funding will allow the program to continue to grow and work towards achieving these long-term goals. Since its inception in the San Francisco Bay Area, the CAGBN has grown into a network of 34 programs serving 50% of the population of California. The network model was adopted and formalized as the California Green Business Network in 2011 Assembly Bill (AB) 913 (Feuer). Following this formalization, the CAGBN developed a strategic vision to serve 40,000 California SMBs by 2040 and CAGBN became a 501.c.3 not for profit organization. In 2017, Assembly Member Al Muratsuchi collected signatures for a legislative budget funding request. This request was approved legislatively and provided a $1 million annual funding allocation for the purposes of continuing the California Green Business Program, established within the California Environmental Protection Agency's budget. B. SCOPE OF WORK This Scope of Work includes tasks that reflect an investment in what works for GBPs up to this point. The purpose of this work is to: 1. Accelerate the success of the program and the environmental outcomes. 2. Level the playing field for regions that have historically been left out of environmental initiatives that also suffer levels of poverty and pollution that are detrimental to their business economy. 3. Tell the story of green business through marketing and branding to spark the GBP and ensure the program flourishes. Cal EPA/ CAGBN Agreement No. 18EPA020 Page 2 of 14 EXHIBIT A SCOPE OF WORK Task 1: Existing Programs Local GBP Funding Accelerator Each of the existing thirty-four (34) local green business programs will receive $10,000 to accelerate the rate at which they are able to serve businesses through onsite technical assistance and by linking business owners/managers to available rebates and resources. Each existing program shall certify at least ten (10) new businesses. Larger municipalities shall certify at least thirty (30) businesses and some will be able to reach up to fifty (50) certified businesses. Over 500 newly certified businesses are expected in a year. GBP staff are local, so they both know their business sector needs and can provide in-person assistance. GBP's also customize their programs to meet the needs and interests of their clients and introduce sustainability best practices through approaches that resonate in the communities they serve. Teaming locally based, expert program auditors with each business has proven successful in achieving environmental performance gains in the SMB setting. Pairing this one-on-one assistance with rebates and promotion of certified businesses allows SMBs to overcome the financial and staff resource barriers to improving organizational sustainability. Existing programs can either enter a contract with CAGBN to accept the funding and provide progress reports or they can choose to enlist CAGBN to help with local marketing and/or program support, in which case CAGBN would provide those services directly. In additional to providing each of the existing programs with $10,000 to accelerate their programs, at least nine (9) programs will be selected competitively for an additional $10,000 based on the following key attributes, in order of importance: • The CalEnviroScreen status of the community as an indication of need (disadvantaged criteria) • Expected environmental outcomes: # of businesses certified and greenhouse gas reductions • Successful partnership with a known, local Community-based organization that is trusted and shares the culture/language of the community. • Previous success as a Green Business Program Prioritizing funding for disadvantaged communities in existing programs will help CAGBN meet the 25% DAG funding goal. The program also links the resources of State level agencies with SMBs, which are too dispersed and numerous for State agencies to reach. The local GBP puts "boots on the ground", connecting the dots between State sustainability goals and the eco-efficiencies and pollution prevention practices that work for local businesses. The Operational Process of Becoming Green: The California Green Business Program recognizes businesses that comply with all environmental regulations and take additional steps to conserve natural resources and prevent pollution. To become a certified Green Business: 1. Businesses enroll at www.greenbusinessca.org or .eco. 2. Each business completes an online checklist of required and voluntary measures and implement necessary measures to prevent pollution and to conserve resources. EXHIBIT A SCOPE OF WORK CalEPA / CAGBN Agreement No. 18EPA020 Page 3 of 14 Audits and technical assistance to businesses are provided by local energy, water, waste utility staff, and/or green business staff who verify that candidates meet Program standards and link businesses to resources and rebates to achieve higher environmental performance. 3. Local Green Business Coordinators contact the appropriate environmental regulatory agencies to assure candidates' environmental regulatory compliance. 4. Coordinators collect sign offs from all audit and inspection partners to verify the implementation of selected measures. 5. After successful completion of the onsite audits, the business is officially recognized as a Green Business, receives rights to use the Green Business logo and other program materials for self-promotion, is promoted to the public via listing in the online, searchable statewide directory, and may receive other free promotions through their local program. The participation of program experts for all audits is essential to the credibility and success of the GBP. A range of partners, including those from compliance, waste reduction, pollution prevention, energy efficiency and water conservation programs, have contributed rebates, funding and in•kind services to the GBP. Partners have included energy and water utilities, special districts, community colleges, nonprofit organizations, green job training programs, as well as local, regional, State and federal agencies. The following is a list of eligible expenses: a. Staff and/or consultant time to assist and track businesses through the program. b. Marketing efforts to attract and promote certified green businesses. c. Business rebates for purchases required to meet green business standards. d. Material expenses for events such as Green Business Academies and/or recruitment events. e. Recruitment and technical assistance partnerships with Community-based Organizations Green Business Products: CAGBN provides the following products for its funding partners: 1. A community embedded network of Green Business advocates educating business owners and their employees on the benefits and implementation of new green practices into their operations. 2. A network of Green Businesses as early adopters of new best management practices, upcoming environmental policies, and greener process materials. 3. Measurable improvement in environmental outcomes on a local, regional or Statewide scale. EXHIBIT A SCOPE OF WORK CalEPA I CAGBN Agreement No. 1 BEPA020 Page 5 of 14 Task 1 Deliverables: CAGBN shall develop and execute agreements with each of the existing thirty-four (34) local green business programs and at least 9 of those programs that have DACs will receive additional funding. CAGBN shall provide the executed agreements to CalEPA as documentation of CAGBN's agreement with each program. If any of the programs do not wish to accept the funding, more DAC communities will be selected for additional funding. Task 2: Business Rebates In pilot programs where business rebates were offered to applicant Green Businesses, the success rate of follow-through to certification jumped from approximately 40% to 90%. Additionally, businesses that originally enrolled at the Participant level only were able complete the full Certification level with the help of a rebate. CAGBN will offer 150 businesses a $500 rebate for costs incurred in the process of meeting Green Business Program standards. The rebates would be offered on a first come, first served basis and would be meant to supplement existing rebates from local utilities and agencies, not replace them. Examples of eligible rebates are as follows: • Staff lime to complete the certification checklist • Extra cost of post-consumer recycled content products • Extra cost of environmentally preferable products, such as janitorial products, no to low volatile organic compound (VOC) products • Costs over existing local rebates for water and energy conserving fixtures such as LED lights, programmable thermostats, LED exit signs, low-flow toilets, shower heads and faucet aerators • Equipment that assists with greener technologies and chemistries, such as aqueous parts washers or digital processing equipment to replace chemical processing. Task 2: Deliverables: Contractor will provide CalEPAwith receipts and timesheets as well as proof of payment of rebate to the businesses. Task 3: New Program Start-up Contractor will start up five (5) new Green Business Programs in regions where they don't currently exist ( or are note comprehensive) with a focus on disadvantaged communities. Each new program will be given $30,000 to get started with the following eligible expenses: 1. Staff and/or consultant time to assist and track businesses through the program. 2. Marketing efforts to attract and promote certified green businesses. 3. Business rebates for purchases required to meet green business standards. 4. Material expenses for events such as Green Business Academies and/or recruitment events. 5. Staff time from a community-based organization, such as a chamber of commerce, business incubator or small business assistance program to assist in business recruitment, language assistance and technical assistance. Community-based organizations have proven to be valuable tool to be able to effectively work with businesses in disadvantaged communities. The new communities will choose the most effective use of their funding distribution among the eligible expenses. CAGBN will guide these new programs toward success, providing mentorship and assisting with training and stakeholder EXHIBIT A SCOPE OF WORK CalEPA/CAGBN Agreement No. 18EPA020 Page 6 of 14 building to ensure success. So far, the regions that have expressed interest in starting new programs are: • Stanislaus County • Tulare County • Humboldt County • Kern County • Sacramento County • Santa Ana • Irvine • Lancaster CAGBN has received interest from businesses in regions that do not currently have programs. Based on that interest, CAGBN will also recruit possible new programs in the following regions: • Los Angeles County -• San Bernardino County • Placer County Task 3 Deliverables: CAGBN shall develop and execute agreements with each of the five (5) new local green business programs. CAGBN shall provide the executed agreements to CalEPA as documentation of CAGBN's agreement with each program. Task 4: Marketing and Branding Marketing and branding the California Green Business Program has two goals: 1. Recruit new businesses to enroll in the program. 2. Drive consumers to existing certified green businesses to increase the value of participation for businesses. CAGBN has only just recently embarked on this with a new logo/brand and web platform. These were key items needed before CAGBN could launch a campaign to help us "Te// the Story". The first year of marketing with the new statewide logo/brand and web platform increased enrollment in the program by over 225% and helped us exceed our goals. Continuing a marketing campaign will help drive consumers to businesses so that the Green Business brand has value. This will result in more reward for the businesses and more businesses enrolling in the program. When surveyed, most businesses wanted additional marketing to educate consumers about what it means to be a certified Green Business. The Contractor shall accomplish the following: a. Network Branding: maintain, share and distribute CAGBN branded materials to local programs and businesses. This includes a style guide, customized logos, example social media posts and business self-advertisements via an existing Promotional Toolkit. b. Maintenance of a phone application for consumers to find green businesses and patronize them. Make improvements to an existing Green Business Directory Listing to have it be more web searchable and include more consumer recommendations such as yelp and google. c. Continue to increase and more effectively promote CAGBN on social media on Linkedln, Facebook, and lnstagram. Currently, it is not effectively managed. EXHIBIT A SCOPE OF WORK d. www.qreenbusinessca.org website maintenance and updates. Cal EPA/ CAGBN Agreement No. 1 BEPA020 Page 7 of 14 e. Directing web traffic to our website through the use of search engine optimization with leveraged funding from a Google AdWords grant. f. Member outreach and communication: e-newsletter, prompts for businesses that are stalling in the process, new and helpful resources. g. Continue to implement marketing via key business outlets/business groups. h. Oversee Marketing Committee. i. CAGBN to continue to offer additional marketing benefits to the "Innovator Tier". Previously only consisted of one certification. CAGBN created the new "Innovator" tier with additional environmental outcomes, such as social equity, zero net energy and zero waste. This tier will need to offer additional marketing benefits to businesses that go above and beyond the green business standards. Task 4 Deliverables: CAGBN shall provide CalEPA with a quarterly report detailing progress made on Task 4 goals with marketing statistics as detailed under Task 7, Reporting progress. Task 5: Performance Standards CAGBN will enlist a Climate Corp Fellow or other to assist with performance standards. CAGBN currently offers sector specific standards for certification to over twenty (20) different sectors. Many of those checklists were initially developed decades ago and need constant updating to stay abreast of best environmental management practices. CAGBN is moving toward essential criteria used statewide; while allowing additional region-specific measures. Currently, the Office/Retail, Lodging, Restaurant, Municipal Operations, Breweries, Food Manufacturers, Auto Repair, Garment Cleaning, Carwash and Medical Facility checklist statewide standards have been updated and defined. Each sector needs an essential criteria checklist so that a Green Business in San Francisco (for example) is the same as a Green Business in Los Angeles. The Contractor shall accomplish the following: Update and Develop Statewide essential criteria for the next top ten existing sectors (at least ten (10) base checklists). Task 5 Deliverables: CAGBN shall provide CalEPA with completed essential criteria checklists approved by CalEPA Project Manager for each statewide sector. Task 6: GreenBizTRACKER Database Optimize and Maintain The CAGBN has developed a sophisticated web-based database to provide an online application for businesses, allow coordinators to track businesses through the certification process and give the public a searchable business directory. This tool can be used on any browser or on any handheld device, and is utilized by private industry, government, and the public at large. The development of the database was funded by the State of California Department of Toxic Substance Control and several local Green Business Programs. It has been continually refined since first launch in 2009. Over the past eight years, over $800,000 has been spent on the system. Annual maintenance is estimated to cost at least $95,000 to keep the system up to date and meet the level of customization and training needed for each region. Additional customizations are necessary to accommodate a rapidly progressing industry of sustainability. As CAGBN and partners discover more community-based social marketing tactics that translate into action at businesses, these developments are added to the GreenBizTracker system. EXHIBIT A SCOPE OF WORK CalEPA / CAGBN Agreement No. 18EPA020 Page12of14 3. Enhance Directory Listings to make them more searchable by web search engines and allow map based searches. Add extra fields for social media and yelp pages for businesses. 4. Enhance reporting to more readily track enrollment and certification changes over lime. 5. Create a template for a local program website that can be replicated and used as an extension of greenbusinessca.org. For instance, for the San Francisco Green Business Program, their webpage could be found at greenbusinessca.org/sanfrancisco and their businesses would be highlighted. 6. Build a system to track and vote on system enhancement requests and/or bug/trouble shooting from logged in users. 7. Fix user interface problems relative to all fields keying off of the zip code entry. Some areas of California are not served and if so, those businesses and zip codes need to be captured so that we can focus on starting a program in those regions. Also, there is a need for City entry to key entry fields as well to avoid the user gelling stuck in this area of enrollment. 8. Add an analytical report that would track the relevancy of measures so that elective measures that are never selected by businesses can be removed from checklists. 9. Enhance with more resources for businesses to be self-serve. 10. Technical support for users. Task 6 Deliverables: CAGBN shall provide the CalEPA Project Manager with substantiated proof that the GreenBizTRACKER database software and website improvements and functionality have been performed. An updated report will be provided to the CalEPA Project Manager for comparison to the original baseline report as verification and inclusion in the Final Report. Screen shots of the enhancements will be provided as well as reports from the software update tracking system (JIRA) to show completed tasks. Task 7: Reporting Contractor shall provide quarterly reports to the Cal EPA. A draft final report will be provided at least forty five (45) days prior to contract end date to the CalEPA Project Manager. The CalEPA Project Manager will review and provide feedback on draft Final report at least thirty (30) days prior to contract end date. CAGBN will provide the Final Report incorporating CalEPA comments and recommendations two (2) weeks prior to contract end dale. The Final Report will be in the format provided in Exhibit F -Final Report Format. In the event that all goals are met prior to contract end date CAGBN will provide a final report in accordance with the above timeline with CalEPA Project Manager coordination and approval. Task 7 Deliverables: Quarterly reports will be provided to the CalEPA detailing measurable outcomes toward the goals. Reports will be due June 15th, September 15th, 2019 and January 15th, and April 15th , 2020 in accordance with Exhibit -E Quarterly Report Formal. EXHIBIT A SCOPE OF WORK Each report will detail the following: Green Business Statistics Quantity .· ·. ' . .. · .. . .. .· -':. '. -_ . . . Fundinq of existinq 34 proqrams completed Funding of 10 Disadvantaged Communities completed Provided rebates to at least 150 businesses New Prooram startups /5) Businesses certified durinq the quarter Increase in enrollment Increase in certification New sectors added Statewide Performance Standards finished New metrics added % to 500 new certified businesses Marketina Statistics :, --___ :-_. ... _,._-; -__ ,-__ -_<--__ -_ --, ·.-. _.-. _,. .. · .. . . . . .. Gooole adwords conversions (60) Google analytics website visitors on Homeoaae (9000) Google analytics website visitors on enrollment oaae ( 1500) Google analytics website visitors on Directorv Listina (3000) Phone annlication use numbers (300) Social media followers increase across olatforms Marketinq and Brandinq proqram Website maintenance and updates Performance Standards and Checklists Quantity ,, .. ,.... . ... . "' . __ ·.-.. :.·_ . -.. -/-., > ., ... · ... . 'z'" ·,. Development of essential criteria for top existina sectors (10\ Out of date checklist updates (5) Development of criteria for (2) new sectors GreenBizTRACKER Database Optimize Quantity and Maintain If.·•·.,·•. •·· .·. , •. :.,., ' .... / .· ' .. : ' ··"'' .. ,,, ,,: . < ·, . Fees for servers, domains, SSL, and Backups. Build in new metrics and performance standards Enhance metric reoorts Enhance with new efficiencies Enhance with more resources for businesses to be self-serve Technical sunnort for users .· ' Metric ··.· .. · Percent Percent Percent Percent Number Percent Percent Number Number Number Percent .,· ... -_ ·_ , .. Number Number Number Number Number Number Percent Percent Metric Cal EPA/ CAGBN Agreement No. 18EPA020 Page 13 of 14 . . ·.•. .· ·•· .. • ~ -~-~= •\', Percent Percent Percent Metric • .• _., ____ ,.: ·,°' '.,·\_-,-_-_{// ,__ i:·, Percent Percent Percent Percent Percent Percent Environmental Statistics EXHIBIT A SCOPE OF WORK Quantity Metric Cal EPA/ CAGBN Agreement No. 18EPA020 Page 14 of 14 . i . • • ,;· }:• • > . ; . > •. • ·_·· .•... -;. •.... _.· ., c_ : .··•· . . ; : ... I ; ·•·•·-r··•·· > . GHG Emissions Saved Tons Solid Waste Diverted from Landfill Pounds Enerqy Saved kWh Water Saved Gallons Hazardous Waste Reduced Gallons Mercurv Reduced Milliqrams Fuel Saved Gallons Grease Recvcled Gallons Air Pollution: voe Reduced Pounds Hazardous Waste Reduced Pounds C. EXPECTED OUTCOMES Extrapolating past data from GreenBizTRACKER on a per business average, we anticipate the following additional environmental outcomes as a result of our efforts: Add 1000 3068 Businesses in Avg per Businesses December 2018 business (estimated (annual savings) savings* savings) GHG Emissions Saved (tons) 111,750 41.4 Solid Waste Diverted from Landfill (lbs) 65,938,304 12.2 41,404 12,215 Energy Saved kWh 49,684,977 18408.7 18,408,661 Water Saved (gallons) 64,175,806 23,777.6 Hazardous Waste Reduced (gals) 26,332 9.8 Mercury Reduced (mgs) 9118 3.4 Fuel Saved (gallons) 4454 1.6 Grease Recycled (gallons) 178 0.1 Air Pollution: voe Reduced (lbs) 451 0.2 Therms Saved 6,298,860 2333.8 *2,669 of the total 3068 businesses entered data. D. CONTRACT REPRESENTATIVES Project Manaqers durina the term of this Aareement shall be: Agency: California Environmental Protection Contractor: California Green Business Aqencv Network Division: Office of the Secratarv Unit: n/a Attention: Ashlvne Poston Attention: Joseohine Fleminq Address: 1001 I Street Address: 901 Center Street Sacramento, CA 95814 Santa Cruz, CA 60018 Phone: (916) 323-2345 Phone: (831) 706-7384 Email: ashlvne.noston1mcalena.ca.oov Email: jofleming@environmentalin.com Direct all inquiries to the Proiect Managers.The parties may change their Contract Representative(s) upon providing ten (10) days written notice to the other party's Contract Representative(s). The notifying party shall provide complete contact information for the replacement Contract Representative(s) to include the information provided above. 23,777,623 9756 3378 1650 66 167 23,333,775 EXHIBIT B BUDGET DETAIL AND PAYMENT PROVISIONS A. INVOICING AND PAYMENT Cal EPA/ CAGBN Agreement No. 18EPA020 Page 1 of 1 1. For services satisfactorily rendered, upon receipt and approval of an invoice(s), for each completed task, the State agrees to compensate the Contractor for costs specified in Exhibit B, Attachment 1 -Contractor's Cost Sheet. 2. To be approved the invoice must include a quarterly invoice report of the work performed up until that point, with the same level of detail described in the Exhibit B, Attachment 1 - Contractor Cost Sheet, for each task. Further, the invoice must be easily comparable by Cal EPA staff to the Budget contained herein. Payment will be made upon approval of the quarterly reports. 3. Contractor shall submit one (1) original and one (1) copy of each invoice. Invoices must include the Agreement Number and must be submitted not more frequently than quarterly in arrears to: California Environmental Protection Agency c/o California Air Resources Board Accounting Section P.O. Box 1436 Sacramento, California 95812 B. PROGRESS PAYMENTS Progress payments are permitted for work performed under this contract. Ten percent (10%) shall be withheld after ninety percent (90%) of the agreement has been compensated. Final 10% shall be reimbursed upon all work completed. Pending completion of the contract, and receipt and acceptance by the State Project Representative of any final reports required under the contract. A final invoice must be submitted for the final ten percent (10%). C. BUDGET CONTINGENCY CLAUSE 1. It is mutually agreed that if the Budget Act of the current year and/or any subsequent years covered under this Agreement does not appropriate sufficient funds for the program, this Agreement shall be of no further force and effect. In this event, the State shall have no liability to pay any funds whatsoever to Contractor or to furnish any other considerations under this Agreement and Contractor shall not be obligated to perform any provisions of this Agreement. 2. If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program, the State shall have the option to either cancel this Agreement with no liability occurring to the State, or offer an agreement amendment to Contractor to reflect the reduced amount. C. PROMPT PAYMENT CLAUSE Payment will be made in accordance with, and within the time specified in, Government Code Chapter 4.5, commencing with Section 927. D. TRAVEL AND PER DIEM There shall be no reimbursement for travel or per diem. EXHIBIT D SPECIAL TERMS AND CONDITIONS A. Excise Tax Cal EPA/ CAGBN Agreement No. 18EPA020 Page 1 of 4 The State of California is exempt from federal excise taxes, and no payment will be made for any taxes levied on employees' wages. The State will pay for any applicable State of California, local sales, or use taxes on the services rendered or equipment or parts supplied pursuant to this Agreement. California may pay any applicable sales and use tax imposed by another state. B. Settlement of Disputes 1. In the event of a dispute, Contractor shall file a "Notice of Dispute" with Ca IE PA within ten (10) days of discovery of the problem. Within ten (10) days, Cal EPA shall meet with the Contractor and Project Manager for purposes of resolving the dispute. 2. Any dispute concerning a question of fact arising under the terms of this Agreement which is not disposed of within a reasonable period of time by Contractor and State employees normally responsible for the administration of this Agreement shall be brought to the attention of the Executive Officer or designated representative of each organization for resolution. The decision of the State Executive Officer or designated representative shall be final. 3. In the event of a dispute, the language contained within this Agreement shall prevail over any other language. 4. The existence of a dispute not fully resolved shall not delay Contractor to continue with the responsibilities under this Agreement which is not affected by the dispute. C. Potential Subcontractors Nothing contained in this Agreement or otherwise, shall create any contractual relation between the State and any subcontractors, and no subcontract shall relieve the Contractor of his responsibilities and obligations hereunder. The Contractor agrees to be responsible to the State for the acts and omissions of its subcontractors and of persons either directly or indirectly employed by any of them as it is for the acts and omissions of persons directly employed by the Contractor. The Contractor's obligation to pay its subcontractors is an independent obligation from the State's obligation to make payments to the Contractor. As a result, the State shall have no obligation to pay or to enforce the payment of any moneys to any subcontractor. D. Stop Work Order State reserves the right to issue an order to stop work in the event that a dispute should arise, or in the event that State gives Contractor a notice that the Agreement will be terminated. The stop work order will be in effect until the dispute has been resolved or the Agreement has been terminated. E. Termination 1. In addition to the rights under Exhibit C of the Standard Agreement, State reserves the right to terminate this Agreement at its sole discretion at any time upon thirty (30) days prior written notice to Contractor. 2. In the case of early termination, Contractor shall submit one (1) original and one (1) copy of the invoice covering services to termination date, following the invoice requirements of this Agreement. A copy and description of any data collected up to termination date shall also be provided to State. EXHIBIT D SPECIAL TERMS AND CONDITIONS Cal EPA/ CAGBN Agreement No. 18EPA020 Page 2 of 4 3. Upon receipt of the invoice, progress report, and data, a final payment will be made to Contractor. This payment shall be for all State-approved costs that in the opinion of State are justified, and shall include labor, and materials purchased or utilized (including all non- cancellable commitments) to termination date, and pro rata indirect costs as specified in the proposal budget. F. Amendments 1. No amendment or variation of the terms of this Agreement shall be valid unless made in writing, signed by the parties, and approved as required. No oral understanding or agreement not incorporated in this Agreement is binding on any of the parties. 2. CalEPA reserves the right to amend this Agreement through a formal written amendment, signed by the parties, for additional lime and/or funding. G. Insurance Requirements 1. Commercial General Liability Contractor must furnish to the State a certificate of insurance to remain in effect at all limes during the term of this Agreement. Contractor shall maintain general liability on an occurrence form with limits not less than $1,000,000 per occurrence for bodily injury and property damage liability combined with a $2,000,000 annual policy aggregate. The policy must include coverage for liabilities arising out of premises operations, independent contractors, products, completed operations, personal & advertising injury, and liability assumed under an insured contract. This insurance shall apply separately to each insured against whom claim is made or suit is brought subject to the Contractor's limit of liability. The policy must include: California Environmental Protection Agency/Air Resources Board, State of California, its officers, agents, and employees are included as additional insured, but only with respect to work performed under this Agreement. This endorsement must be s,upplied under a form acceptable to the Office of Risk and Insurance Management. In the case of Contractor's utilization of subcontractors to complete the contracted scope of work, Contractors shall include all subcontractors as insured under Contractor's insurance or supply evidence of insurance to the State equal to policies, coverage and limits required of Contractor. 2. Automobile Liability Contractor must furnish to the State a certificate of insurance to remain in effect at all times during the term of this Agreement. Contractor shall maintain motor vehicle liability with limits not less than $1,000,000 combined single limit per accident. Such insurance shall cover liability arising out of a motor vehicle including owned, hired and non-owned motor vehicles. The policy must include: California Environmental Protection Agency/Air Resources Board, State of California, its officers, agents, and employees are included as additional insured, but only with respect to work performed under this Agreement. EXHIBIT D SPECIAL TERMS AND CONDITIONS 3. Workers' Compensation and Employers' Liability Cal EPA/ CAGBN Agreement No. 18EPA020 Page 3 of 4 Contractor must furnish to the State a certificate of insurance to remain in effect at all times during the term of this Agreement. Contractor shall maintain statutory workers' compensation and employers' liability for all its employees who will be engaged in the performance of the Agreement. Employers' liability limits of $1,000,000 are required. The policy must include: When work is performed on State owned or controlled property the Workers' Compensation policy shall contain a waiver of subrogation in favor of the State. The waiver of subrogation endorsement shall be provided. 4. General Provisions Applying to all Policies a. Coverage Term: Coverage needs to be in force for the complete term of the Agreement. If insurance expires during the term of the Agreement, a new certificate must be received by the State at least ten (10) days prior to the expiration of this insurance. Any new insurance must still comply with the original terms of the Agreement. b. Policy Cancellation or Termination and Notice of Non-Renewal: Contractor shall provide to the State within five (5) business days following receipt by Contractor a copy of any cancellation or non-renewal of insurance required by this Agreement. In the event Contractor fails to keep in effect at all times the specified insurance coverage, the State may, in addition to any other remedies it may have, terminate this Agreement upon the occurrence of such event, subject to the provisions of this Agreement. c. Deductible: Contractor is responsible for any deductible or self-insured retention contained within their insurance program. d. Primary Clause: Any required insurance contained in the Agreement shall be primary, and not excess or contributory to any other insurance carried by the State. e. Insurance Carrier Required Rating: All insurance companies must carry a rating acceptable to the Office of Risk and Insurance Management. If the Contractor is self-insured for a portion or all of its insurance, review of financial information including a letter of credit may be required. f. Endorsements: Any required endorsement must be physically attached to all requested certificates of insurance and not substituted by referring to such coverage on the certificate of insurance. g. Inadequate Insurance: Inadequate or lack of insurance does not negate the Contractor's obligations under the Agreement. EXHIBIT D SPECIAL TERMS AND CONDITIONS H. Force Majeure Cal EPA/ CAGBN Agreement No. 18EPA020 Page 4 of 4 Except for defaults of subcontractors, neither party shall be responsible for delays or failures in performance resulting from acts beyond the control of the offending party. Such acts shall include but shall not be limited to acts of God, fire, flood, earthquake, other natural disaster, nuclear accident, strike, lockout, riot, freight embargo, public regulated utility, or governmental statutes or regulations superimposed after the fact. If a delay or failure in performance by the Contractor arises out of a default of its subcontractor, and if such default of its subcontractor, arises out of causes beyond the control of both the Contractor and subcontractor, and without the fault or negligence of either of them, the Contractor shall not be liable for damages of such delay or failure, unless the supplies or services to be furnished by the subcontractor were obtainable from other sources in sufficient time to permit the Contractor to meet the required performance schedule. I. Registration With State and Local Jurisdictions All business entities doing business within the State must be registered with the appropriate State and local jurisdictions and maintain applicable licenses as required by law. All businesses who do not possess active licenses required to perform the contract services in the scope of work, or who are not registered with the appropriate jurisdictions as required by law during the Agreement term may have their Agreement terminated at the discretion of Cal EPA. J. Tax Delinquencies Public Contract Code Section 10295.4 provides that a State agency shall not enter into any contract for goods or services with a contractor whose name appears on either list of the 500 largest tax delinquencies pursuant to Section 7063 or 19195 of the Revenue and Taxation Code. FTB and BOE will post and periodically update lists of the 500 largest tax delinquencies on their websites as required by law. If Cal EPA determines that the Contractor or any of its subcontractors are on either the FTB or BOE list at any time before or during the contract term, this will be (;I rounds for termination of the contract. Project Title: Contractor: Contract Number: Date Submitted: EXHIBIT E QUARTERLY REPORT FORMAT Progress Made During Latest Current Reporting Period: Scheduled Activities By Task: Issues Or Problems Encountered: Cal EPA/ CAGBN Agreement No. 18EPA020 Page 1 of 3 EXHIBIT E QUARTERLY REPORT FORMAT Statistics Green Business Statistics Quantity ---•--·. •. . •·1'.-•·•·. :31•,: ••·?<C ··1k, ,., .. <• .. Fundina of existina 34 proarams completed Funding of 10 Disadvantaged Communities completed Provided rebates to at least 150 businesses New Proaram startuos (5) Businesses certified during the quarter Increase in enrollment Increase in certification New sectors added Statewide Performance Standards finished New metrics added % to 500 new certified businesses Marketina Statistics ··.·_.· :"". ,; · .. _.. " ... ;" r " .. °'··" • • .. :i:" .. -, ,}: .. _.·_,· .· -·< "" Gooqle adwords conversions 160\ Google analytics website visitors on Homepaqe (9000) Google analytics website visitors on enrollment paae (1500\ Google analytics website visitors on Directory Listina (3000\ Phone application use numbers 1300\ Social media followers increase across platforms Marketina and Brandina proaram Website maintenance and updates Performance Standards and Checklists Quantity ·. \ -· -_ ~. '"-·, -._ : , \ .\ i---y.-::--,->, 0: • ---·, . : ._,·,".-" . " Development of essential criteria for top existina sectors ( 10) Out of date checklist UPdates (5\ Development of criteria for (2\ new sectors GreenBizTRACKER Database Optimize Quantity and Maintain •• •.•/ ,;\ "••• · ·. ,•,: i: ··" L1· 0.: 't;'i :,t "" •"• .•.... ·:· Fees for servers, domains, SSL, and Backups. Build in new metrics and performance standards Enhance metric rePorts Enhance with new efficiencies Enhance with more resources for businesses to be self-serve Technical suoport for users "" Cal EPA/ CAGBN Agreement No. 18EPA020 Page 2 of 3 Metric ,/"(,{. Percent Percent Percent Percent Number Percent Percent Number Number Number Percent •• ;:;,,1·•· .•• •,>._ Number Number Number Number Number Number Percent Percent Metric _ .. ·· •..• "> " ·• Percent Percent Percent Metric ,.,.,., " .. "• : " .. ":' Percent Percent Percent Percent Percent Percent EXHIBIT E QUARTERLY REPORT FORMAT Environmental Statistics Quantitv .. . . . . . · . : . , __ . • . GHG Emissions Saved Solid Waste Diverted from Landfill Enerav Saved Water Saved Hazardous Waste Reduced Mercurv Reduced Fuel Saved Grease Recvcled Air Pollution: voe Reduced Hazardous Waste Reduced . Cal EPA/ CAGBN Agreement No. 18EPA020 Page 3 of 3 Metric . . : Tons Pounds kWh Gallons Gallons Milliorams Gallons Gallons Pounds Pounds Cal EPA/ CAGBN Agreement No. 18EPA020 Page 4 of 3 EXHIBIT E QUARTERLY REPORT FORMAT GreenBizTRACKER Database Optimize and Quantity Metric Maintain .. °.•··"' .,. ,., ... · .. ,•., . • ·• <•· .. • ··• . ·•·au\ .,.,. '. •·.,. • :: __ :,.: -.-,,-.·::· ~ j •>r..: ·•.••r· c,:-: . .,.:.•·" >· · .·. Fees for servers, domains, SSL, and Backups, Percent Build in new metrics and performance standards Percent Enhance metric reports Percent Enhance with new efficiencies Percent Enhance with more resources for businesses to Percent be self-serve Technical sunnort for users Percent Environmental Statistics Quantity Metric ••.· . • • .. . . . . . --·; ·:_· . .. •· .. . . ;-:· '.-··?--. -_--;:'·:_''::_<·:_·:·-·i: ·: >. .. ,' . : ·',. ·•. ·., .... .. ' _----.-.· . .. . ·,· .. GHG Emissions Saved Tons Solid Waste Diverted from Landfill Pounds Enerav Saved kWh Water Saved Gallons Hazardous Waste Reduced Gallons Mercury Reduced Millimams Fuel Saved Gallons Grease Recvcled Gallons Air Pollution: voe Reduced Pounds Hazardous Waste Reduced Pounds EXHIBIT F FINAL REPORT FORMAT Cal EPA/ CAGBN Agreement No. 18EPA020 Page 1 of 5 The Report is a record of the project and its results, and is used in several ways. Therefore, the Report must be well organized and contain certain specific information. The CalEPA reviews all draft Final Reports, paying special attention to the Abstract and Executive Summary. If the CalEPA finds that the Report does not fulfill the requirements stated in this Appendix, the document will not be approved for release, and final payment for the work completed may be withheld. This Appendix outlines the requirements that must be met when producing the Report. A draft report will be compiled and CalEPA will have two weeks to provide feedback, then CAGBN will have a further two weeks to edit, for a month total. Note: In partial fulfillment of the Final Report requirements, the Contractor shall submit a copy of the Report on a CD in PDF format and in a word-processing format, preferably in Word -Version 6.0 or later. This is in addition to the submission of any paper copies required. The diskette shall be clearly labeled with the Agreement title, Cal EPA Agreement number, the words "Final Report," and the date the report was submitted. Legibility. Each page of the approved Final Report must be legible and camera-ready. Binding. The draft Report, including its appendices, must be either spiral bound or stapled, depending on size. The revised Report and its appendices should be spiral bound, except for two (2) unbound, camera-ready originals. Cover. Do not supply a cover for the Report. CalEPA will provide its standard cover. One-sided vs. two-sided. To conserve paper, both the draft Report and the revised Report, except for the unbound camera-ready copies, should be printed on both sides of the page. The unbound camera-ready copies must be printed on only one (1) side of the page. Title. The title of the Report should exactly duplicate the title of the Agreement unless a change is approved in writing by the contract manager. Spacing. In order to conserve paper, copying costs, and postage, please use single or one (1 )-line spacing. Page size. All pages should be of standard size (8 ½" x 11 ") to allow for photo-reproduction. Large tables or figures. Foldout or photo-reduced tables or figures are not acceptable because they cannot be readily reproduced. Large tables and figures should be presented on consecutive 8 ½" x 11" pages, each page containing one portion of the larger chart. Color. Color presentations are not acceptable; printing shall be black on white only. Corporate identification. Do not include corporate identification on any page of the Final Report, except the title page. Unit notation. Measurements in the Reports should be expressed in metric units. However, for the convenience of engineers and other scientists accustomed to using the British system, values may be given in British units as well in parentheses after the value in metric units. The expression of measurements in both systems is especially encouraged for engineering reports. EXHIBIT F FINAL REPORT FORMAT Cal EPA/ CAGBN Agreement No. 18EPA020 Page 2 of 5 Section order. The Report should contain the following sections, in the order listed below: Title page Disclaimer Acknowledgment Table of Contents List of Figures List of Tables Abstract Executive Summary Body of Report References List of inventions reported and copyrighted materials produced Glossary of Terms, Abbreviations, and Symbols Appendices Page numbering. Beginning with the body of the Report, pages shall be numbered consecutively beginning with "1," including all appendices and attachments. Pages preceding the body of the . Report shall be numbered consecutively, in ascending order, with small Roman numerals. Title page. The title page should include, al a minimum, the Agreement number, Agreement title, name of the principal investigator, contractor organization, date, and this statement: "Prepared for the California Air Resources Board and the California Environmental Protection Agency." Disclaimer. A page dedicated to this statement must follow the Title Page: The statements and conclusions in this Report are those of the contractor and not necessarily those of the California Air Resources Board. The mention of commercial products, their source, or their use in connection with material reported herein is not to be construed as actual or implied endorsement of such products. Acknowledgment. Only this section should contain acknowledgments of key personnel and organizations who were associated with the project. The last paragraph of the acknowledgments must read as follows: This Report was submitted in fulfillment of CalEPA 17EPA014 by California Green Business Network under the sponsorship of the California Environmental Protection Agency. Work was completed as of December 31, 2019. Table of Contents. This should list all the sections, chapters, and appendices, together with their page numbers. Check for completeness and correct reference to pages in the Report. List of figures. This list is optional if there are fewer than five (5) illustrations. List of Tables. This list is optional if there are fewer than five (5) tables. Abstract. The abstract should tell the reader, in nontechnical terms, the purpose and scope of the work undertaken, describe the work performed, and present the results obtained and conclusions. The purpose of the abstract is to provide the reader with useful information and a means of determining whether the complete document should be obtained for study. The length of the abstract should be no more than about 200 words. Only those concepts that are addressed in the executive summary should be included in the abstract. EXHIBIT F FINAL REPORT FORMAT Example of an abstract: Cal EPA/ CAGBN Agreement No. 18EPA020 Page 3 of 5 A recently developed ground-based instrument, employing light detecting and ranging (lidar) technology, was evaluated and found to accurately measure ozone concentrations at altitudes of up to 3,000 meters. The novel approach used in this study provides true vertical distributions of ozone concentrations aloft and better temporal coverage of these distributions than other, more common methods, such as those using aircraft and ozonesonde (balloon) techniques. The ozone and aerosol measurements from this study, in conjunction with temperature and wind measurements, will provide a better characterization of atmospheric conditions aloft and the processes involved in the formation of unhealthful ozone concentrations than can be achieved with traditional ground-based monitors. Executive Summary. The function of the executive summary is to inform the reader about the important aspects of the work that was done, permitting the reader to understand the research without reading the entire Report. It should state the objectives of the research and briefly describe the experimental methodology(ies) used, results, conclusions, and recommendations for further study. All of the concepts brought out in the abstract should be expanded upon in the Executive Summary. Conversely, the Executive Summary should not contain concepts that are not expanded upon in the body of the Report. The Executive Summary will be used in several applications as written; therefore, please observe the style considerations discussed below. Limit the Executive Summary to two (2) pages, single spaced. Use narrative form. Use a style and vocabulary level comparable to that in Scientific American or the New York Times. Do not list agreement tasks in lieu of discussing the methodology. Discuss the results rather than listing them. Avoid jargon. Define technical terms. Use passive voice if active voice is awkward. Avoid the temptation to lump separate topics together in one sentence to cut down on length. The Executive Summary should contain four (4) sections: Background, Methods, Results, and Conclusions, described below: THE BACKGROUND SECTION. For the Background, provide a one (1 )-paragraph discussion of the reasons the research was needed. Relate the research to the Board's regulatory functions, such as establishing ambient air quality standards for the protection of human health, crops, and ecosystems; the improvement and updating of emissions inventories; and the development of air pollution control strategies. EXHIBIT F FINAL REPORT FORMAT Cal EPA/ CAGBN Agreement No. 18EPA020 Page 4 of 5 THE METHODS SECTION. At the beginning of the Methods section, state what was done in general, in one (1) or two (2) sentences. The methodology should be described in general, nontechnical terms, unless the purpose of the research was to develop a new methodology or demonstrate a new apparatus or technique. Even in those cases, technical aspects of the methodology should be kept to the minimum necessary for understanding the project. Use terminology with which the reader is likely to be familiar. If it is necessary to use technical terms, define them. Details, such as names of manufacturers and statistical analysis techniques, should be omitted. Specify when and where the study was performed, if it is important in interpreting the results. The findings should not be mentioned in the Methods section. THE RESULTS SECTION. The Results section should be a single paragraph in which the main findings are cited and their significance briefly discussed. The results should be presented as a narrative, not a list. This section must include a discussion of the implications of the work for the Board's relevant regulatory programs. THE CONCLUSIONS SECTION. The Conclusions section should be a single short paragraph in which the results are related to the background, objectives, and methods. Again, this should be presented as a narrative rather than a list. Include a short discussion of recommendations for further study, adhering to the guidelines for the Recommendations section in the body of the Report. BODY OF REPORT. The body of the Report should contain the details of the research, divided into the following sections: INTRODUCTION. Clearly identify the scope and purpose of the project. Provide a general background of the project. Explicitly state the assumptions of the study. Clearly describe the hypothesis or problem the research was designed to address. Discuss previous related work and provide a brief review of the relevant literature on the topic. MATERIALS AND METHODS. Describe the various phases of the project, the theoretical approach to the solution of the problem being addressed, and limitations to the work. Describe the design and construction phases of the project, materials, equipment, instrumentation, and methodology. Describe quality assurance and quality control procedures used. Describe the experimental or evaluation phase of the project. RESULTS. Present the results in an orderly and coherent sequence. Describe statistical procedures used and their assumptions. Discuss information presented in tables, figures and graphs. The titles and heading of tables, graphs, and figures, should be understandable without reference to the text. Include all necessary explanatory footnotes. Clearly indicate the measurement units used. O1scuss10N. Interpret the data in the context of the original hypothesis or problem. Does the data support the hypothesis or provide solutions to the research problem? If appropriate, discuss how the results compare to data from similar or related studies. What are the implications of the findings? Identify innovations or development of new techniques or processes. If appropriate, discuss cost projections and economic analyses. EXHIBIT F FINAL REPORT FORMAT CalEPA / CAGBN Agreement No. 18EPA020 Page 5 of 5 SUMMARY AND CONCLUSIONS. This is the most important part of the Report because it is the section that will probably be read most frequently. This section should begin with a clear, concise statement of what, why, and how the project was done. Major results and conclusions of the study should then be presented, using clear, concise statements. Make sure the conclusions reached are fully supported by the results of the study. Do not overstate or over interpret the results. It may be useful to itemize primary results and conclusions. A simple table or graph may be used to illustrate. RECOMMENDATIONS. Use clear, concise statements to recommend (if appropriate) future research that is a reasonable progression of the study and can be supported by the results and discussion. REFERENCES. Use a consistent style to fully cite work referenced throughout the Report and references to closely related work, background material, and publications that offer additional information on aspects of the work. Please list these together in a separate section, following the body of the Report. If the Report is lengthy, you may list the references at the end of each chapter. LIST OF INVENTIONS REPORTED AND PUBLICATIONS PRODUCED. If any inventions have been reported, or publications or pending publications have been produced as a result of the project, the titles, authors, journals or magazines, and identifying numbers that will assist in locating such information should be included in this section. GLOSSARY OF TERMS, ABBREVIATIONS, AND SYMBOLS. When more than five (5) of these items are used in the text of the Report, prepare a complete listing with explanations and definitions. It is expected that every abbreviation and symbol will be written out at its first appearance in the Report, with the abbreviation or symbol following in parentheses [i.e., carbon dioxide (CO2)]. Symbols listed in table and figure legends need not be listed in the Glossary. APPENDICES. Related or additional material that is too bulky or detailed to include within the discussion portion of the Report shall be placed in appendices. If a Report has only one (1) appendix, it should be entitled "APPENDIX." If a Report has more than one (1) appendix, each should be designated with a capital letter (APPENDIX A, APPENDIX B). If the appendices are too large for inclusion in the Report, they should be collated, following the binding requirements for the Report, as a separate document. The contract manager will determine whether appendices are to be included in the Report or treated separately. Page numbers of appendices included in the Report should continue the page numbering of the Report body. Pages of separated appendices should be numbered consecutively, beginning at "1." 10 Jurisdiction Number of Businesses (recent census) Alameda County 150,564 Carlsbad 14,896 Contra Costa County 93,083 Eastern Sierra - Mono and Inyo County 3,467 Hawthorne (City of) 7,840 Hermosa Beach (City of) 3,612 Irvine (City of) 31,874 Laguna Beach (City of) 4,944 Long Beach (City of) 43,731 Manhattan Beach 6,059 Marin County 39,815 Monterey (City of) 3,866 Monterey County 30,151 Napa County 14,236 San Benito County 3,867 San Francisco 116,803 San Luis Obispo County 28,626 San Mateo County 75,507 Santa Barbara County 39,952 Santa Clara County 163,130 Santa Cruz County 29,325 Santa Cruz (City of) 7,542 Santa Monica (City of) 23,153 Solano County 25,724 Torrance (City of) 19,410 Ventura (City of) 11,799 Watsonville 3,147 San Joaquin (PERF) 11 Appendix E Funding amounts, 25% of the two-year funding will be paid upfront and 25% will be paid after the first- year progress report. A final 50% will be paid after the first year’s annual report is received and reviewed and approved. The amount will be selected by the CAGBN Board of Directors, or a third-party review panel, based on the questionnaire provided to all programs.