1-Attachment 6 - Key Personnel.pdf

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Attached to
Master Agreement AZ|CTR074229
Contract number
CTR074229
Issued by
Arizona

About this file

This document is a Request for Proposal (RFP) from the Arizona Department of Environmental Quality (ADEQ) for Capacity Development/Technical Assistance to Small Public Drinking Water Systems, with Solicitation No. BPM006379. The document details key personnel from Moonshot Missions, a company providing technical assistance services. The key personnel represent various roles including Senior Utility Advisors, Utility Advisors, Executive Advisors, and a Business Operations Manager, located across states including Arizona, Nevada, Maryland, Washington DC, Georgia, California, Oregon, and Pennsylvania.

The proposed services focus on providing technical assistance to small, rural, and tribal public drinking water systems, with key responsibilities including conducting system evaluations, developing capacity building activities, providing regulatory guidance, performing rate studies, offering funding assistance, and ensuring water quality compliance. The key personnel have extensive backgrounds in utility management, water and wastewater operations, and working with government agencies. Their proposed time dedication to the project ranges from 5% to 30%, with expertise spanning areas such as asset management, capacity development training, system evaluations, and regulatory planning. The team brings collective experience from various water utility contexts, including work with specific water districts, counties, and tribal utility programs.

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Request for Proposal

Solicitation No. BPM006379

Capacity Development/Technical Assistance to Small Public Drinking Water Systems

Arizona Department of Environmental

Quality (ADEQ)

1110 W. Washington Street

Phoenix, AZ 85007

Solicitation Attachment – Key Personnel | Revision No. 1 | Revised 11-22

Attachment 6 – Key Personnel

Answer all questions thoroughly in the spaces provided. Include a Key Personnel form (limit of one page) for each key personnel. Complete this form in full for each proposed key personnel to be involved in performing the services, carrying out the work. It is essential that the Contractor is capable of providing adequate staff of experienced certified/qualified personnel, capable of providing the services to be performed under this contract. If there are more than ten (10) Key

Personnel, please utilize the same form for each additional Personnel by making copies of this page as needed.

1 Name: Nathan Coey Job title: Senior Utility Advisor

Location of Staff (local or out of state): Local

Staff Level of Services per Pricing Sheet:

Senior Utility Advisor

Length of employment with the company:

1.5 years Length of time in current role: 1.5 years

Proposed percentage of overall time to be dedicated to the Services:

20 % If applicable, length of time in related experience with large local, state or federal government agencies:

0 years

Proposed position with regard to the Services:

Senior Utility Advisor – Local Support

Proposed primary responsibilities with regard to the Services:

Senior Utility Advisors will report directly to the Project Manager and be responsible for managing individual technical assistance requests and leading the associated project team, following confirmation of a purchase order. Senior Utility Advisors will interface with the system staff, ensuring effective communication and stakeholder engagement throughout the project. They will also oversee the delivery of all deliverables under a purchase order, ensuring they meet quality standards and project requirements. Senior Utility Advisors will be assigned based on expertise and geography. Additionally, they are available to travel for onsite visits.

Describe experience in performing Services similar to those that are to be assigned:

Nathan serves as a Senior Utility Advisor on Moonshot’s Rural, Small, and Tribal

Technical Assistance for Wastewater Systems. He is certified Grade IV Water and

Wastewater Treatment Plant Operator in Arizona with over 20 years of experience in managing water and wastewater operations. Prior to Moonshot, he served as the Utilities

Director for the cities of Wooster and Pataskala, Ohio, and as a wastewater treatment manager for the City of Scottsdale, Arizona. Nathan brings a strong background in (2)

Capacity Building Activities and (3) Capacity Building Training. He currently works with clients in Charles City County, VA and Hessmer, LA to design and implement technical training programs. He has also conducted onsite system evaluations.

List job-related certifications, training, and education:

Ohio and Arizona Water and Wastewater Operator Grade IV; Virginia Water and

Wastewater Operator Grade I

Arizona Department of Environmental

Quality (ADEQ)

2 Name: Reshet Gebremariam Job title: Utility Advisor

Location of Staff (local or out of state): Out of state; Nevada

Staff Level of Services per Pricing Sheet:

Utility Advisor

Length of employment with the company:

2 years Length of time in current role: 2 years

Proposed percentage of overall time to be dedicated to the Services:

20 % If applicable, length of time in related experience with large local, state or federal government agencies:

7 years

Proposed position with regard to the Services:

Utility Advisor

Proposed primary responsibilities with regard to the Services:

Utility Advisors will report to a Senior Utility Advisor and provide support for technical assistance projects. Responsibilities may include researching background information, preparing reports, coordinating client meetings, and conducting site visits. All Moonshot

Utility Advisors have experience providing technical assistance for small communities and will be staffed on an individual purchase order request based on expertise. Additionally, they are available to travel for onsite visits.

Describe experience in performing Services similar to those that are to be assigned:

Reshet is a Utility Advisor on Moonshot’s Environmental Finance Center – West team, and previously supported small drinking water systems in Virginia’s Shenandoah Valley. She played a key role in developing training guidance and webinars for the Virginia Department of Health’s Harmful Algal Blooms Toolkit and has conducted onsite system evaluations at small water and wastewater systems in the West/Southwest. Before joining Moonshot, she was a Technical Assistance and Capacity Development Coordinator for the Arizona

Department of Environmental Quality’s Drinking Water Program, where she managed technical assistance contractors and organized training events for operators and managers.

Reshet has experience providing (3) Capacity Development Training; (16) System

Evaluation; and (19) Water Quality Compliance Options Reports, which is demonstrated in her work with Big Basin Water Company, Harmful Algal Blooms Toolkit & Training, Coachella Valley Water District, and Military Highway Water Supply Company.

List job-related certifications, training, and education:

Arizona Water Distribution Operator Grade I; Arizona Water Treatment Operator Grade I

Arizona Department of Environmental

Quality (ADEQ)

3 Name: George Hawkins Job title: CEO and Founder

Location of Staff (local or out of state): Out of state; Maryland

Staff Level of Services per Pricing Sheet:

Executive Advisor

Length of employment with the company:

5 years Length of time in current role: 5 years

Proposed percentage of overall time to be dedicated to the Services:

5 % If applicable, length of time in related experience with large local, state or federal government agencies:

25 years

Proposed position with regard to the Services:

Executive Advisor

Proposed primary responsibilities with regard to the Services:

Executive Advisors will provide high-level leadership, where needed. This may include advising on program strategy, key challenges, or bringing in Subject Matter Experts. They will be available to review major project plans, budgets, and reports, and offer expert guidance on complex technical and managerial issues.

Describe experience in performing Services similar to those that are to be assigned:

George Hawkins is the founder and CEO of Moonshot Missions. He was the General

Manager of DC Water, where he served for eleven years, including several as a Board member. During his tenure, he became well known across the water sector for transforming

DC Water into an innovative, customer-driven enterprise, while tripling its investment in clean water. DC Water’s innovations ranged from award winning Green Infrastructure and a $500 million investment in clean energy, to creative social media campaigns and patents for new treatment technologies that require less energy and chemicals but achieve better results. DC Water issued the nation’s first century bond, world’s first environmental impact bond, and spearheaded programs to support low-income customers and provide meaningful job opportunities for District residents.

List job-related certifications, training, JD, Harvard Law School

Arizona Department of Environmental

Quality (ADEQ)

4 Name: Andy Koester Job title: Managing Director

Location of Staff (local or out of state): Out of state; Washington DC

Staff Level of Services per Pricing Sheet:

Executive Advisor

Length of employment with the company:

2.5 years Length of time in current role: 1.5 years

Proposed percentage of overall time to be dedicated to the Services:

5 % If applicable, length of time in related experience with large local, state or federal government agencies:

5 years

Proposed position with regard to the Services:

Executive Advisor

Proposed primary responsibilities with regard to the Services:

Executive Advisors will provide high-level leadership, where needed. This may include advising on program strategy, key challenges, or bringing in Subject Matter Experts. They will be available to review major project plans, budgets, and reports, and offer expert guidance on complex technical and managerial issues.

Describe experience in performing Services similar to those that are to be assigned:

Andy Koester serves as a Managing Director and oversees all technical assistance programs at Moonshot. Before becoming Managing Director, he served as the Project Manager for

Moonshot’s Rural, Small, and Tribal Technical Assistance for Wastewater Systems program and Environmental Finance Center programs, where he conducted site visits and system evaluations for small systems in need of compliance guidance. Prior to Moonshot, Andy was a Senior Environmental Program Manager at the Arizona Department of

Environmental Quality, where he led a team in enforcing Clean Water Act regulations and provided tactical guidance to front-line managers to assure environmental permit issuance goals were achieved. Through both his management and technical assistance roles, Andy has experience providing (1) Asset Management Plans; (2) Capacity Development

Activities; (6) Developing Regulatory Plans; and (16) System Evaluations, which is demonstrated in her work with Charles City County, City of Barre, Town of Andrews, Clear Springs Utility Company, and Town of Victoria.

List job-related certifications, training, and education:

Arizona Department of Environmental Quality: Water Distribution System and Treatment

Plant Operator License – Class IV; Arizona Department of Environmental Quality:

Wastewater Collection System and Treatment Plant Operator License – Class III

Arizona Department of Environmental

Quality (ADEQ)

5 Name: Genevieve Mancuso Job title: Utility Advisor

Location of Staff (local or out of state): Out of state; Oregon

Staff Level of Services per Pricing Sheet:

Utility Advisor

Length of employment with the company:

1 years Length of time in current role: 1 years

Proposed percentage of overall time to be dedicated to the Services:

20 % If applicable, length of time in related experience with large local, state or federal government agencies:

0 years

Proposed position with regard to the Services:

Utility Advisor

Proposed primary responsibilities with regard to the Services:

Utility Advisors will report to a Senior Utility Advisor and provide support for technical assistance projects. Responsibilities may include researching background information, preparing reports, coordinating client meetings, and conducting site visits. All Moonshot

Utility Advisors have experience providing technical assistance for small communities and will be staffed on an individual purchase order request based on expertise. Additionally, they are available to travel for onsite visits.

Describe experience in performing Services similar to those that are to be assigned:

Genevieve serves as a Utility Advisor on Moonshot’s Environmental Finance Center –

West team and primarily focuses on working with small, rural, and tribal communities to identify and prepare projects for State Revolving Fund applications. She has also conducted onsite system evaluations. She brings a background in consulting and strong regulatory knowledge to the Moonshot team. Genevieve has experience providing (6) Developing

Regulatory Plans; (8) Funding Assistance; and (16) System Evaluation; which is demonstrated in her work with Andrews, Kremmling, Wigman, and Central Falls.

List job-related certifications, training, Professional Engineer (PE) Oregon: License Number 97509PE

Arizona Department of Environmental

Quality (ADEQ)

6 Name: Sarah Neiderer Job title: Senior Utility Advisor

Location of Staff (local or out of state): Out of state; Pennsylvania

Staff Level of Services per Pricing Sheet:

Senior Utility Advisor

Length of employment with the company:

2 years Length of time in current role: <1 year

Proposed percentage of overall time to be dedicated to the Services:

25 % If applicable, length of time in related experience with large local, state or federal government agencies:

10 years

Proposed position with regard to the Services:

Project Manager

Proposed primary responsibilities with regard to the Services:

The Project Manager will oversee the planning, execution, and completion of technical assistance projects. Her role includes managing and responding to orders in the eProcurement system, assigning and overseeing project teams, and ensuring their efforts meet project goals and timelines. Additionally, they will coordinate with ADEQ staff, manage resources and budgets, and provide a final review on any deliverables submitted to

ADEQ.

Describe experience in performing Services similar to those that are to be assigned:

Sarah serves as a Senior Utility Advisor supporting small water systems across the U.S.

While working in the drinking water sector for nearly 20 years, her experience involves water quality monitoring, distribution system operations, and understanding the landscape of drinking water regulatory requirements (LCR, TCR, DBPR). In her Moonshot role, she has assisted utilities in Shenandoah Valley, VA to eliminate distribution system issues, conduct rate studies, and implement water system redundancies. She recently rejoined

Moonshot after her work for a management consulting firm where she supported drinking and wastewater systems related to how operational technology can improve outcomes.

Sarah brings a broad range of experience in drinking water TA, and understands the importance of developing relationships with residents, community groups, municipal government and regulators.

List job-related certifications, training, Arizona Department of Environmental

Quality (ADEQ)

7 Name: Joy Pearson Job title: Utility Advisor

Staff Level of Services per Pricing Sheet:

Utility Advisor

Length of employment with the company:

1 years Length of time in current role: 1 years

Proposed percentage of overall time to be dedicated to the Services:

30 % If applicable, length of time in related experience with large local, state or federal government agencies:

0 years

Proposed position with regard to the Services:

Utility Advisor – Local Support

Proposed primary responsibilities with regard to the Services:

Utility Advisors will report to a Senior Utility Advisor and provide support for technical assistance projects. Responsibilities may include researching background information, preparing reports, coordinating client meetings, and conducting site visits. All Moonshot

Utility Advisors have experience providing technical assistance for small communities and will be staffed on an individual purchase order request based on expertise. Additionally, they are available to travel for onsite visits.

Describe experience in performing Services similar to those that are to be assigned:

Joy serves as a Utility Advisor on Moonshot’s Environmental Finance Center – West team and primarily focuses assisting small, rural, and tribal water systems with financial technical assistance, including rate studies, rate reviews, and financial aspects for funding applications. She has also conducted onsite system evaluations. Joy previously worked at an engineering firm contracted under ADEQ’s Capacity Development/Technical Assistance to Small Public Drinking Water Systems program, where she managed stakeholder communications, developed regulatory plans, and conducted technical assistance assessments. Joy has experience providing (2) Capacity Development Activities; (3)

Capacity Development Training; (6) Developing Regulatory Plans; (8) Funding Assistance;

(16) System Evaluation; and (17) Water Quality Compliance Report, which is demonstrated in her work with Big Basin Water Company, Village of Hessmer, Town of Kremmling;

Wigwam Mutual Water Company, Coachella Valley Water District, and Military Highway

Water Supply Company.

List job-related certifications, training, and education:

MBA, Thunderbird School of Global Management; Engineer in Training (EIT), State of

Arizona

Arizona Department of Environmental

Quality (ADEQ)

8 Name: Lionel Puhuyesva Job title: Senior Utility Advisor

Location of Staff (local or out of state): Local

Staff Level of Services per Pricing Sheet:

Senior Utility Advisor

Length of employment with the company:

1 years Length of time in current role: 1 years

Proposed percentage of overall time to be dedicated to the Services:

30 % If applicable, length of time in related experience with large local, state or federal government agencies:

15 years

Proposed position with regard to the Services:

Senior Utility Advisor – Local Support

Proposed primary responsibilities with regard to the Services:

Senior Utility Advisors will report directly to the Project Manager and be responsible for managing individual technical assistance requests and leading the associated project team, following confirmation of a purchase order. Senior Utility Advisors will interface with the system staff, ensuring effective communication and stakeholder engagement throughout the project. They will also oversee the delivery of all deliverables under a purchase order, ensuring they meet quality standards and project requirements. Senior Utility Advisors will be assigned based on expertise and geography. Additionally, they are available to travel for onsite visits.

Describe experience in performing Services similar to those that are to be assigned:

Lionel serves as a Senior Utility Advisor and Project Manager for Moonshot’s Rural, Small, and Tribal Technical Assistance for Wastewater Systems program, where he specializes in technical assistance services for tribal water and wastewater systems. He has also conducted onsite system evaluations. Prior to Moonshot, he served as the Tribal

Utilities Program Development Manager at the Department of the Interior, overseeing the administration and operation of tribal utilities programs, performing assessments of facilities, coordinating water infrastructure projects. He also directed the Hopi Water

Resource Program. Lionel has experience providing (2) Capacity Development Activities;

(3) Capacity Development Training; and (16) System Evaluation.

Arizona Department of Environmental

Quality (ADEQ)

9 Name: Marguerite Sheehan Job title: Utility Advisor

Staff Level of Services per Pricing Sheet:

Utility Advisor

Length of employment with the company:

2 years Length of time in current role: 2 years

Proposed percentage of overall time to be dedicated to the Services:

30 % If applicable, length of time in related experience with large local, state or federal government agencies:

6 years

Proposed position with regard to the Services:

Utility Advisor – Local Support

Proposed primary responsibilities with regard to the Services:

Utility Advisors will report to a Senior Utility Advisor and provide support for technical assistance projects. Responsibilities may include researching background information, preparing reports, coordinating client meetings, and conducting site visits. All Moonshot

Utility Advisors have experience providing technical assistance for small communities and will be staffed on an individual purchase order request based on expertise. Additionally, they are available to travel for onsite visits.

Describe experience in performing Services similar to those that are to be assigned:

Marguerite serves as a Utility Advisor on Moonshot’s Rural, Small, and Tribal Technical

Assistance for Wastewater Systems. She conducts onsite assessments and specializes in capacity development assistance to enhance utility performance for small systems in the

West/Southwest and on Tribal lands. Previously, she worked as a Tribal Utility

Development Specialist at the Inter-Tribal Council of Arizona, coordinating training and certification events for Tribal water and wastewater operators and managing technical reports. Marguerite has experience providing (2) Capacity Development Activities; (3)

Capacity Development Training; (8) Funding Assistance; and (16) System Evaluation, which is demonstrated in her work with Charles City County and the Town of Victoria.

Arizona Department of Environmental

Quality (ADEQ)

10 Name: Christina Smith Job title: Business Operations Manager

Location of Staff (local or out of state): Out of state; Georgia

Staff Level of Services per Pricing Sheet:

Business Operations Manager

Length of employment with the company:

<1 years Length of time in current role: <1 years

Proposed percentage of overall time to be dedicated to the Services:

15 % If applicable, length of time in related experience with large local, state or federal government agencies:

0 years

Proposed position with regard to the Services:

Administrative Support

Proposed primary responsibilities with regard to the Services:

Administrative Support will work with the Project Manager to review purchase orders and prepare invoices. She is responsible for overseeing that all administrative tasks are completed efficiently to support the successful execution of the project.

Describe experience in performing Services similar to those that are to be assigned:

Christina serves as a Business Operations Manager at Moonshot, where she is responsible for contract set-up and management, vendor relationships, billing, and various internal operational aspects. She oversees accounts receivable and payable, procurement, payroll, and develops standard operating procedures to ensure regulatory compliance.

Arizona Department of Environmental

Quality (ADEQ)

11 Name: Lydia Rossiter Job title: Senior Utility Advisor

Location of Staff (local or out of state): Out of state; California

Staff Level of Services per Pricing Sheet:

Senior Utility Advisor

Length of employment with the company:

4 years Length of time in current role: 4 years

Proposed percentage of overall time to be dedicated to the Services:

20 % If applicable, length of time in related experience with large local, state or federal government agencies:

20 years

Proposed position with regard to the Services:

Senior Utility Advisor

Proposed primary responsibilities with regard to the Services:

Senior Utility Advisors will report directly to the Project Manager and be responsible for managing individual technical assistance requests and leading the associated project team, following confirmation of a purchase order. Senior Utility Advisors will interface with the system staff, ensuring effective communication and stakeholder engagement throughout the project. They will also oversee the delivery of all deliverables under a purchase order, ensuring they meet quality standards and project requirements. Senior Utility Advisors will be assigned based on expertise and geography. Additionally, they are available to travel for onsite visits.

Describe experience in performing Services similar to those that are to be assigned:

Lydia serves as a Senior Utility Advisor and Project Manager for Moonshot’s

Environmental Finance Center – West team. Prior to this program, she managed

Moonshot’s small drinking water system work in the Shenandoah Valley and the

Community Solutions Team Environmental Finance Center West pilot program. She has also conducted onsite system evaluations. Before Moonshot, she spent twenty years in state and local government, where she performed complex financial and operational analysis, leading to staffing plans, capital improvement plans, and organizational change. Lydia has experience providing (1) Asset Management Plans; (2) Capacity Development Activities;

(3) Capacity Development Training; (6) Developing Regulatory Plans; (8) Funding

Assistance; (15) Rate Studies, Rate Reviews, and Rate Cases; (16) System Evaluation; and

(17) Water Quality Compliance Report, which is demonstrated in her work with Big Basin

Water Company, Village of Hessmer, Town of Elkton, Town of Kremmling; Wigwam

Mutual Water Company, Coachella Valley Water District, and Military Highway Water

Supply Company.

List job-related certifications, training, and education:

Wastewater Treatment Plant Operator, Grade I (Arizona); Water Treatment Operator, Grade II (California); Water Distribution Operator, Grade II (California); Certified Utility

Manager, National Rural Water Association

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