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HomeMy WebLinkAboutbocc.con.130.2017 7/2015 kjm ,ITKIN Pitkin County CouNTit Contract Cover Sheet Please complete the Contract Cover Sheet when the contract is completed and signed by Contractor/Vendor and Pitkin County Representative. Return all Contract Cover Sheets and Contracts/Change Orders/Amendments to Procurement (procurement@pitkincounty.com).Any contracts $50,000 and over will be routed for signatures to County Manager and Attorney's Office (if required)by Procurement. Contract Information Contract Number _ 130.2017 Project Name Engineering and Public Process Consulting Services for the Castle Creek Trail Contractor Loris and Associates, Inc. Budget Line Item 118.58.02503.86120 $ Additional Budget Line $ Item(s) $ (Please fully allocate New $ Contract Total) $ Contract Start Date 6/1/2017 _ Contract End Date 5/31/2018 Automatic Renewal Yes 0 No❑ If Construction: Retainage Yes $ or % No 0 If this is a new contractor,please request they complete and submit to Finance a New Vendor Request Form. Contact Information: Department Open Space and Trails Project Manager Gary Tennenbaum Project Manager (970)920-5355 Phone Provide a brief description of the contract: Engineering and Public Process Consulting Services for the Castle Creek Trail Contract Value Summary: Original Contract Amount $ 157,035.00 Previous Change Order/Amendment Amount(if applicable) $0.00 This Change order/Amendment amount(if applicable) $0.00 New Contract Total $ 157,035.00 Procurement Method: None ❑ Informal❑ Formal 0 Sole Source ❑ Emergency ❑ Contract Type: Services/Maintenance 0 Construction ❑ Goods,Equipment, Supplies ❑ Change Order/Amendment ❑ Contract Renewal ❑ Other,please explain ❑ Click here to enter text. NOTE: CLERKS OFFICE WILL KEEP ORIGINAL DOCUMENTS IN COMPLIANCE WITH COLORADO STATE ARCHIVES RETAINAGE SCHEDULE.ALL ATTACHMENTS MUST BE WITH THIS CHECKLIST. Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 i1'KIN COUNT11 PITKIN COUNTY CONTRACT FOR PROVISION OF SERVICES ENGINEERING AND PUBLIC PROCESS CONSULTING SERVICES FOR THE CASTLE CREEK TRAIL THIS CONTRACT, made June 1, 2017 by and between the Board of County Commissioners of Pitkin County, Colorado, 123 Emma Rd., Suite #106, Basalt, CO 81621, (hereinafter called the "County") and Loris and Associates, Inc, 100 Superior Plaza Way, Suite 220, Superior, CO 80027 (hereinafter called the "Contractor") to perform the following work: Engineering and Public Process Consulting Services for the Castle Creek Trail ("Project"). Term of Contract: The term of this contract is from June 1, 2017 to May 31, 2018. At the expiration of the initial term, the contract may be extended for an additional term of one (1) year by the express written consent of both parties. II. Contractor's Obligations. Contractor shall provide the following services and deliverables, further outlined in Exhibit A: A. Alignment Option Development 1) Kickoff Meeting 2) Data Collection a. Deliverables: Topographic Survey with Right-of-way delineation (Bookcliff), Geotechnical Report (CTL), Corridor User Counts (Ridgeview), Property Owners Contact List(PR Studio), and Project Webpage Launched(PR Studio). 3) 30%Design/Study a. Deliverables: 20% Design Alternative Evaluation Matrix, Cost Opinion & Report (LORIS), Right-of-way Requirements (LORIS), Aesthetic Sections (Connect One), 3-D Corridor Models (Connect One), 30%Design, Alternative Matrix, Cost Opinions Revisions&Report(LORIS),Final Revisions (LORIS), Project Online Survey and Survey Summary (PR Studio), Public Meeting Boards — Two (2) Meetings (LORIS), Public Meeting Comment Summary — Two (2) Meetings (PR Studio), Pitkin County OST /Aspen OST Presentation —One(1)Joint Meeting(LORIS), Pitkin County BOCC Presentation—One(1) Meeting (LORIS), Aspen City Council Presentation — One (1) Meeting (LORIS). All work is to be completed per the attached Schedule, Exhibit B at the rates provided on Exhibit C. 1 Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 Should there be any discrepancy or disagreement as to the obligations,performance or any item of theses contract documents this Contract shall control followed by the exhibits. III. Compensation and Expenses, Invoicing, Payment and Offset. The County shall compensate Contractor for its services in accordance with the Project Budget and Schedule set out in Section II. It is expressly understood and agreed that in no event will the total compensation and reimbursement to be paid hereunder exceed the sum of one hundred fifty-seven thousand thirty-five dollars and zero cents ($157,035.00) for all services rendered. By contract or amendment, the County and Contractor may reallocate the budget among project tasks if the total budget amount remains unchanged. Contractor shall invoice for the project monthly based on hours worked, with payment expected within thirty(30) days of invoice. Any payment by the County may be offset by any amount the Contractor owes the County for any reason. IV. County's Exclusive Ownership of Work Product. Drawings, specifications, guidelines and other documents prepared by Contractor in connection with this contract shall be the property of the County. However, Contractor shall have the right to utilize such documents in the course of its marketing,professional presentations, and for other business purposes. Contractor assigns to County the copyrights to all work prepared, developed, or created pursuant to this contract, including the right to: 1)reproduce the work; 2) prepare derivative works; 3) distribute copies to the public; 4) perform the works publicly; and 5)to display the work publicly. Contractor shall have right to use materials produced in the course of this contract for marketing purposes and professional presentations, articles, speeches and other business purposes. V. Pitkin County's Obligations. Pitkin County shall administer this contract through a County Representative. Gary Tennenbaum, Director of Open Space and Trails will manage the project as the County's Representative. In the event that Gary Tennenbaum is not available, an alternate person will be identified and shall assume the County Representative's duties. The services provided and products delivered by the Contractor under this contract will be subject to review by the County's Representatives, or a designee, for compliance with Contractor's obligations prior to final payment. VI. Termination Prior to Expiration of Contract Term. The County has the right to terminate this contract,with or without cause,by giving written notice to the Contractor of such termination and specifying the effective date thereof. Such notice shall be given at least ten (10) days before the effective date of such termination. In such event all finished or unfinished documents, data, studies and reports prepared by the Contractor pursuant to this contract shall become the County's property. Contractor shall be entitled to receive compensation in accordance with the contract for any satisfactory work completed pursuant to the terms of this contract prior to the date of termination. 2 Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 Notwithstanding the above, Contractor shall not be relieved of liability to the County for damages sustained by the County by virtue of any breach of the contract by the Contractor. VII. Independent Contractor Status. A. The parties to this contract intend that the relationship between them contemplated by the contract is that of independent contractor. Contractor, and any agent, employee, or servant of Contractor shall not be deemed to be an employee, agent, or servant of Pitkin County. B. Contractor is not required to offer his services exclusively to Pitkin County under this contract. Contractor may choose to work for other individuals or entities during the term of this contract, provided that the basic services and deliverable products required under this contract are submitted in the manner and on the schedule defined under this contract. C. Contractor warrants that all work produced will conform to all applicable industry standard of care, skill and diligence in the performance of Contractor's obligations under this contract. D. Contractor shall not attempt to oversee or supervise the work or actions of any Pitkin County employee, servant or agent in the course of completing work under this contract. E. Contractor is not entitled to any Workers' Compensation benefits through Pitkin County and is responsible for payment of any federal, state,FICA and other income taxes. VIII. Assignability. This contract is not assignable by either party. Any use of subcontractors by the Contractor for performance of this contract must be accepted in writing by the County. IX. Severability. In the event that any provision of this contract shall be held to be invalid or unenforceable, the remaining provisions of this contract shall remain valid and binding upon the parties hereto. X. Integration and Modification. A. This contract represents the entire and integrated contract between the County and the Contractor and supersedes all prior negotiations, representations, or contract, either written or oral. This contract may be amended only by written contract signed by both the County and the Contractor. B. The County may, from time to time,request changes in the scope of services of the Contractor to be performed hereunder. Such changes, including the increase or decrease in the amount of the Contractor's compensation, which are mutually agreed upon between the County and the Contractor, shall be in writing and upon execution shall become part of this contract. XI. Indemnity. 3 Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 A. The Contractor agrees to indemnify,hold harmless and,not excluding the County's right to participate, defend the County, its subsidiary, parent, associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents, volunteers, and any jurisdiction or agency issuing permits for any work included in the project, hereinafter referred to as indemnitee, from all suits and claims, including attorney's fees and cost of litigation, actions, loss, damage, expense, cost or claims of any character or any nature arising out of the work done in fulfillment of the terms of this Contract or on account of any act, claim or amount arising or recovered under workers' compensation law or arising out of the failure of the Contractor to conform to any statutes, ordinances, regulation, law or court decree. It is agreed that the Contractor will be responsible for primary loss investigation,defense and judgment costs where this contract of indemnity applies. In consideration of the award of this contract, the Contractor agrees to waive all rights of subrogation against the County its subsidiary, parent, associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents,and volunteers for losses arising from the work performed by the Contractor for the County. B. The Contractor further shall investigate, process, respond to, adjust, provide defense for and defend,pay or settle all claims, demands, or lawsuits related hereto at its sole expense and shall bear all other costs and expenses related thereto, even if the claim, demand or lawsuit is groundless, false or fraudulent. XII. Insurance. Contractor and subcontractors shall procure and maintain until all of their obligations have been discharged, including any warranty periods under this Contract are satisfied,insurance against claims for injury to persons or damage to property which may arise from or in connection with the performance of the work hereunder by the Contractor, its agents, representatives, employees or subcontractors. The insurance requirements herein are minimum requirements for this Contract and in no way limit the indemnity covenants contained in this Contract. The policies shall include, or be endorsed to include, the following provision: On insurance policies where the County is named as an additional insured, the County shall be an additional insured to the full limits of liability purchased by the Contractor even if those limits of liability are in excess of those required by this Contract. The County in no way warrants that the minimum limits contained herein are sufficient to protect the Contractor from liabilities that might arise out of the performance of the work under this Contract by the Contractor, its agents, representatives, employees, or subcontractors. The Contractor shall assess its own risks and if it deems appropriate and/or prudent,maintain higher limits and/or broader coverages. The Contractor is not relieved of any liability or other obligations assumed or pursuant to the Contract by reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or 4 Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 types. Commercial General Liability Completed Operations coverage must be kept in effect for up to three (3) years after completion of the project. A. Coverage and Limits of Insurance. Contractor shall provide coverage with limits of liability requirements provided that the coverage is written on a"following form" basis. 1) Statutory Workers' Compensation: Colorado statutory minimums a. Policy shall contain a waiver of subrogation against the County. b. This requirement shall not apply when a contractor or subcontractor is exempt under Colorado Workers' Compensation Act AND when such contractor or subcontractor executes the appropriate sole proprietor waiver form. Minimum Limits: Coverage A(Workers' Compensation) Statutory Coverage B (Employers Liability) $ 500,000 $ 500,000 $ 500,000 2) Commercial General Liability—ISO 1CG 0001 form or equivalent. (With County named as an additional insured) Minimum Limits: General Aggregate $ 2,000,000 Products/Completed Operations Aggregate $ 2,000,000 Each Occurrence Limit $ 1,000,000 Personal/Advertising Injury $ 1,000,000 Fire Damage(Any One Fire) $ 50,000 Medical Payments(Any One Person) $ 5,000 Coverage to include: • Premises and Operations • Explosions, Collapse and Underground Hazards • Personal/Advertising Injury • Products /Completed Operations • Liability assumed under an Insured Contract(including defense costs assumed under contract) • Independent Contractors • Designated Construction Project(s) General Aggregate Limit, ISO CG 2503 (1997 Edition or equivalent) • Additional Insured—Owners, Lessees or Contractors Endorsement, ISO Form 2010 (2004 Edition or equivalent) 5 Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 • Additional Insured—Owners, Lessees or Contractors Endorsement, ISO CG 2037 (2004 Edition or equivalent) • The policy shall be endorsed to include the following additional insured language on the Additional Insured Endorsements specified above: "County, its subsidiary, parent, associated and/or affiliated entities, successors, or assigns, its elected officials,trustees, employees, agents, and volunteers named as an additional insured with respect to liability and defense of suits arising out of the activities performed by, or on behalf of the Contractor, including completed operations". 3) Auto Liability: Bodily injury and property damage for any owned, hired and non-owned vehicles used in the performance of this Contract. Minimum Limits: Statutory Coverage Bodily/Property Damage(Each Accident) $ 1,000,000 4) Special Coverages (check as appropriate and insert amount): a. 0 Performance Bond $ b. ® Professional Errors and Omissions c. 0 Aircraft Liability d. 0 Owner's Protective e. 0 Builder's Risk f. 0 Boiler and Machinery g. 0 Loss of Use Insurance h. ❑ Pollution Liability i. ❑ Crime, including Employee Dishonesty Coverage, or Fidelity Bond B. Proof of Insurance: 1) Each insurance policy required by the insurance provisions of this Contract shall provide the required coverage and shall not be suspended, voided or canceled except after thirty(30)days prior written notice has been given to the County, except when cancellation is for non-payment of premium, then ten (10) days prior notice may be given. Such notice shall be emailed directly to Procurement@pitkincounty.com. If the insurance carrier will not provide the required notice, the Consultant/Contractor and or its insurance broker shall notify the County of any cancellation, or reduction in coverage or limits of any insurance within seven (7) days of receipt of insurers' notification to that effect. Simultaneously with the Certificates of Insurance, the Contractor shall file with the Project Lead a certified statement as to claims pending against the required coverages, reserves established on account of such claims, defense costs expended and amounts remaining on policy limits. 2) In addition,these Certificates of Insurance shall contain the following clauses: 6 Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 a. The contractor's insurance shall be primary and non-contributory with any insurance or self-insurance purchased by the County. b. The insurance companies issuing the policy or policies hereunder shall have no recourse against the County of Pitkin for payment of any premiums or for assessments under any form of policy. c. Any and all deductibles or self-insured retentions in the above- described insurance policies shall be assumed by and be for the amount of, and at the sole expense of the Contractor. d. Location of operations shall be: "all operations and locations at which work for the referenced Project is being done." 3) Certificates of Insurance for all renewal policies shall be delivered to the County's Representative at least fifteen (15) days prior to a policy's expiration date except for any policy expiring on the expiration date of this contract or thereafter. 4) The County reserves the right to request and receive a copy of any policy and any policy endorsement at any time during the term of this contract. XIII. Exemptions and Preferences. All purchases of construction or building or any other materials for this contract shall not include Federal Excise Taxes or Colorado State or local sales or use taxes. Pitkin County is exempt from such taxes under registration numbers 98-02624 and 84-78000-5k. XIV. Records. The Contractor shall maintain comprehensive, complete and accurate books, records, and documents concerning its performance relating to this contract for a period of three (3) years after final payment under the contract and the County shall have the right within the three(3)year period to inspect and audit these books,records and documents, upon demand, in a reasonable manner and at reasonable times, for the purpose of determining, by accepted accounting and auditing standards, compliance with all provisions of the contract and applicable law. XV. Contract Made in Colorado. The parties agree that this contract was made in accordance with the laws of the State of Colorado and shall be so construed. Venue is agreed to be exclusively in the courts of Pitkin County, Colorado. XVI. Attorney's Fees. In the event that legal action is necessary to enforce any of the provisions of this contract, the substantially prevailing party shall be entitled to its costs and reasonable attorney's fees. XVII. Governmental Immunity. Contractor agrees and understands that Pitkin County is relying on and does not waive, by any provision of this contract, the monetary limitations or terms (presently $150,000 per person and $600,000 per occurrence) or any other rights, immunities, and protections provided by the Colorado Governmental Immunity Act, 24-10-101, et seq., C.R.S., as from time to time amended, or otherwise 7 Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 available to Pitkin County or any of its officers, agents or employees. Further, nothing in this contract shall be construed or interpreted to require or provide for indemnification of the Contractor by the County for any injury to any person or any property damage whatsoever which is caused by the negligence or other misconduct of the County or its agent or employees. XVIII. Current Year Obligations.The parties acknowledge and agree that any payments provided for hereunder or requirements for future appropriations shall constitute only currently budgeted expenditures of Pitkin County. Pitkin County's obligations under this contract are subject to Pitkin County's annual right to budget and appropriate the sums necessary to provide the services set forth herein. No provisions of the contract shall constitute a mandatory charge or requirement in any ensuing fiscal year beyond the then current fiscal year of Pitkin County. No provision of the contract shall be construed or interpreted as creating a multiple-fiscal year direct or indirect debt or other financial obligation of Pitkin County within the meaning of any constitutional or statutory debt limitation. This contract shall not directly or indirectly obligate Pitkin County to make any payments beyond those appropriated for Pitkin County's then current fiscal year.No provisions of this contract shall be construed to pledge or create a lien on any class or source of Pitkin County's moneys, nor shall any provision of this contract restrict the future issuance of Pitkin County's bonds or any obligations payable from any class or source of Pitkin County's money. XIX. Notice. Any notice required or permitted under this Agreement shall be in writing and shall be hand-delivered or sent by registered or certified regular mail,postage pre- paid to the addresses of the parties as follows. Each party by notice sent under this paragraph may change the address to which future notices should be sent. Electronic delivery of notices shall also be deemed sufficient and considered delivered upon receipt of confirmation of delivery on the part of the sender. To Pitkin County: with copies to: Gary Tennenbaum Pitkin County Attorney's Office 806 West Hallam St. 123 Emma Rd., Suite#204 Aspen, CO 81611 Basalt, Colorado 81621 Email: Gary.Tennenbaum@PitkinCounty.com Email: Attorney@pitkincounty.com To Contractor: Loris and Associates, Inc 100 Superior Plaza Way, Suite 220 Superior, CO 80027 Phone: (303) 444-2073 Email: ploris@lorisandassociates.com 8 Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 XX. Public Contracts for Services and Public Contracts with Natural Persons. In conformance with the provisions of C.R.S. §§ 8-17.5-101, et seq., as amended and C.R.S. §§ 24-76.5-101, et seq., as amended: A. PUBLIC CONTRACTS FOR SERVICES. §§8-17.5-101, et seq. C.R.S. [Not applicable to agreements relating to the offer, issuance, or sale of securities, investment advisory services or fund management services, sponsored projects, intergovernmental agreements, or information technology services or products and services] Contractor certifies, warrants, and agrees that it does not knowingly employ or contract with an illegal alien who will perform work under this Contract and will confirm the employment eligibility of all employees who are newly hired for employment in the United States to perform work under this Contract, through participation in the E-Verify Program established under Pub. L. 104-208 or the State verification program established pursuant to §8-17.5-102(5)(c), C.R.S., Contractor shall not knowingly employ or contract with an illegal alien to perform work under this Contract or enter into a contract with a Subcontractor that fails to certify to Contractor that the Subcontractor shall not knowingly employ or contract with an illegal alien to perform work under this Contract. Contractor (i) shall not use E-Verify Program or State program procedures to undertake pre-employment screening of job applicants while this Contract is being performed, (ii) shall notify the Subcontractor and the contracting State agency within 3 days if Contractor has actual knowledge that a Subcontractor is employing or contracting with an illegal alien for work under this Contract, (iii) shall terminate the subcontract if a Subcontractor does not stop employing or contracting with the illegal alien within 3 days of receiving the notice, and(iv) shall comply with reasonable requests made in the course of an investigation, undertaken pursuant to §8-17.5-102(5), C.R.S., by the Colorado Department of Labor and Employment. If Contractor participates in the State program, Contractor shall deliver to the contracting State agency, Institution of Higher Education or political subdivision, a written, notarized affirmation, affirming that Contractor has examined the legal work status of such employee, and shall comply with all of the other requirements of the State program. If Contractor fails to comply with any requirement of this provision or §§8-17.5-101 et seq., C.R.S., the contracting State agency, institution of higher education or political subdivision may terminate this Contract for breach and, if so terminated, Contractor shall be liable for damages. B. PUBLIC CONTRACTS WITH NATURAL PERSONS. §§24-76.5-101, et seq., C.R.S. Contractor,if a natural person 18 years of age or older,hereby swears and affirms under penalty of perjury that he or she (i) is a citizen or otherwise lawfully present in the United States pursuant to federal law, (ii) shall comply with the provisions of§§24- 76.5-101 et seq., C.R.S., and (iii) has produced one form of identification required by §24-76.5-103, C.R.S. prior to the Effective Date of this Contract. 9 Contract#130.2017 Revision:02/13/2017kjm Budget Line Item#118.58.02503.86120 IN WITNESS WHEREOF,the parties have executed this Contract as of the date first set out herein above. LORIS AND ASSOCIATES, INC af�-(!Su (14//teD Aug-24-2017 Loris and Associates Date President PITKIN COUNTY, COLORADO RECOMMENDED FOR APPROVAL: Garr. 1 tkkuinlsaux, Aug-28-2017 Gary Tennenbaum Date Director MANAGER APPROVAL: r7C ' Aug-29-2017 Jon Peacock Date County Manager 10 Engineering and Public Process Consulting pir L 0 R I ►� Services for the Castle Creek Trail Contract#130.2017 SCOPE OF WORK EML NIMMMI COMPREHENSIVE WORK PLAN plan on the corridor. They will use Assessor's records and found property markers for this Holistic Design Process determination. Title searches and a boundary We anticipate that the following Work Plan may survey will be performed at an additional fee need to be fluid and adjusted to accommodate later,if required. changes directed by the public process. The iii. Environmental — Pitkin County will proposed schedule is indicated in Bold Italics perform Environmental permitting. LORIS below. will coordinate design requirements with Pitkin County. 1. ALIGNMENT OPTION DEVELOPMENT iv. Geotechnical — CTL I Thompson will a. Kickoff Meeting(June 2017) perform geotechnical borings and recommendations. CTL will perform ten i. Prior to the Kick-off Meeting,LORIS staff borings 15 to 20 feet deep along the corridor will perform an initial site visit to become to provide recommendations for retaining more familiar with the terrain. wall design. Recommendations for bridge ii. Kick-off Meeting—LORIS' team (LORIS, structure foundations will also be provided. Connect One & PR Studio), Pitkin County CTL will also provide traffic control during and City of Aspen staff will meet to discuss drilling operations. the project plan. We will define schedules v. Traffic Data Collection—Ridgeview Data and our project approach for each specific Collection will gather user data in the discipline. LORIS will prepare the agenda corridor to identify specific user types and and write meeting minutes. traffic counts per user type over a 7-day iii. Site Meeting— Immediately after the Kick- period during the summer session of the off Meeting, the entire team will conduct a Aspen Music Festival & School, and again two-hour-long site review to discuss overall during the fall session of the Aspen Country objectives, opportunities, and constraints in Day School. Video cameras will be set up in the field. 2 locations on the project to document user iv. Site Reconnaissance —The afternoon after types and obtain the user counts. the kick-off meeting, LORIS staff will vi. Public Open House I — LORIS, PR perform an in-depth site recon to assess Studio & Connect One will facilitate an conditions and potential alignments. Open House event in Aspen to announce that Pitkin County is initiating a new Public b. Data Collection(July thru Sept. '17) Involvement and Design process for the trail i. Base Mapping — Bookcliff Surveying will corridor. The Design Team and OST will perform base mapping of the project limits. obtain feedback from the community on design ideas, opportunities, and constraints. They will provide a topographic map at a 1' contour interval. Trees 3" and greater vii. Project Webpage — PR Studio will provide diameter will be surveyed. Bookcliff will content, pictures and design for a specific provide private utility locates along the project webpage established on OST website. corridor. ii. Right-of-way—Bookcliff will provide right- of-way research to develop a right-of-way Page I 1 lik IA O R I s Engineering and Public Process Consulting Services for the Castle Creek Trail Contract#130.2017 Deliverables iv. Joint Pitkin County Open Space and Trails / City of Aspen Open Space and ✓ Topographic Survey with Right-of-way Trails Meeting — LORIS, PR Studio & delineation (Bookcliff) Connect One will facilitate a joint meeting ✓ Geotechnical Report (CTL) with Pitkin County OST and City of Aspen ✓ Corridor User Counts (Ridgeview) OST to review and receive comments on the 20%Design Alternatives. ✓ Property Owners Contact List (PR Studio) v. Public Open House II — LORIS, PR ✓ Project Webpage Launched (PR Studio) Studio & Connect One will facilitate an Open House event in Aspen to present the c. 30% DesignlStudy(Sept. thru Nov. '17) Community Survey findings and obtain i. Path—Due to the technical challenges of the general community feedback on the 20% trail designs, LORIS will provide a 20% Design. Optional meetings with Property design of options on the east(uphill) and west Owners prior to the Public Open House may (downhill) sides of the road, with an at- be required. roadway grade and a grade separated option vi. 30% Design — LORIS will revise the 20% for each. The 20% design will entail a Designs (narrowed down to two options), thorough analysis of path, retaining wall, Cost Opinions and Evaluation Matrix based constructability, and cost considerations. on Stakeholder and Community feedback to Connect One will provide sketch cross a 30% Design completion. Trail Plan and sections to establish path aesthetic identity. Profile and Retaining Wall design will be advanced to obtain a closer estimate of Connect One will also prepare 3-D renderings of the trail on the east and west construction costs. sides of road. Two alignment locations—one Connect One will update 3-D graphics. at the road elevation and either above the road (west) or below the road (east) will be LORIS will update the Design Report. modeled. vii. Preferred Alternative Selection — Pitkin ii. Design Report — LORIS will prepare a County OST and Aspen OST will select a Preferred Alternative. LORIS, Connect One concise summary report describing our findings for each alignment considered. The &PR Studio will attend a Preferred Selection summary will include plan and profile Summary meeting via GoToMeeting. drawings; cross sections; typical sections; viii. BOCC Review of Selection—The Preferred limits of temporary and permanent impacts; Alternative will be presented to the Pitkin right-of-way/property impacts; construction County BOCC who will either accept the phasing considerations; construction cost alternative as presented or request opinions and an Alternative Evaluation modifications. LORIS, OST and COA staff Matrix to compare each option. will make the presentation. iii. Community Survey Launched — PR ix. City Council Review of Selection — The Studio will develop and post on the Project Preferred Alternative will be presented to the Webpage a community survey that will be City of Aspen City Council who will either distributed to develop better understanding accept the alternative as presented or request of preferred trail alignments. modifications. LORIS, OST and COA staff will make the presentation. Page 12 EL L 0 R I s Engineering and Public Process Consulting Services for the Castle Creek Trail Contract#130.2017 x. Final Revisions of Preferred Alignment— LORIS will prepare relatively minor revisions to the Preferred Alternative and Design Report. It is assumed that Connect One will not need to make any revisions. DELIVERABLES ✓ 20% Design Alternative Evaluation Matrix, Cost Opinion&Report (LORIS) ✓ Right-of-way Requirements (LORIS) ✓ Aesthetic Sections (Connect One) ✓ 3-D Corridor Models (Connect One) ✓ 30% Design, Alternative Matrix, Cost Opinion Revisions &Report (LORIS) ✓ Final Revisions (LORIS) ✓ Project Online Survey and Survey Summary (PR Studio) ✓ Public Meeting Boards — Two Meetings (LORIS) ✓ Public Meeting Comment Summary—Two Meetings (PR Studio) ✓ Pitkin County OST / Aspen OST Presentation — One Joint Meeting — (LORIS) ✓ Pitkin County BOCC Presentation — One Meeting (LORIS) ✓ Aspen City Council Presentation — One Meeting (LORIS) Page 13 Castle Creek Trail-LORIS Fee-2017-08-10.xls ALL PHASES Derek Dan/ Mari Sandy LORIS TEAM TASK# TASK NAME TASK DETAIL Task ID Pete PM Civil PE Joel Civil Admin LORIS Subtot Expense LORIS Total Bookcliff CTL CID PR Studio Ridgeview SUBS Subtot Subto� Struct Detail RATES Survey Geotech Landscape Public Traffic 1.0 Alignment Optio I , � - Developmentiii General Project Management 1-PMG 2 $ 360 $ 100 $ 460 $ 3,000 $ 2,700 $ 5,700 $ 6,160 Design Meetings GoToMeeting 2-MTG 2 2 $ 640 $ 640 $ - $ 640 DIRECT EXPENSES Estimated 2-MTG $ - $ - $ 6,000 $ 6,000 $ 6,000 a. Project Kick-off Initial Site Meeting 2-MTG 0.5 0.5 $ 160 $ 160 $ - $ 160 Meeting Prepare for Meeting 2-MTG $ - $ 520 $ - $ 520 Attend Meeting(all meetings 2-MTG 6 6 $ 1,920 $ 520 $ 1,920 $ 540 $ 540 $ 2,460 incude travel one-way) Minutes of Meeting 2-MTG 1 2 $ 460 $ 460 $ - $ 460 Site Meeting 2-MTG 1 1 $ 320 $ 320 $ - $ 320 Site Reconaissance 2-MTG 2 2 $ 640 $ 640 $ 540 $ 540 $ 1,180 b. Data Collection Obtain Existing Information 1-PMG 0.5 2 $ 240 $ 240 $ 1,080 $ 1,080 $ 1,320 Base Mapping Bookcliff. Convert to LORIS 1-PMG 1 2 $ 310 $ 310 $ 25,000 $ 25,000 $ 25,310 standards. Utility Locates 1-PMG $ - $ - $ - $ - Right-of-way Included under base survey 1-PMG 1 $ 85 $ 85 $ - $ 85 Environmental Pitkin County. Loris Coordinattion. 1-PMG 0.5 2 $ 370 $ 370 $ - $ 370 Geotechnical CTL Thompson 1-PMG 1 $ 180 $ 180 $ 7,500 $ 7,500 $ 7,680 Traffic Data Collection Ridgeview Data Collection 1-PMG 1 $ 140 $ 140 $ 9,800 $ 9,800 $ 9,940 Public Open House I Prepare for Meeting 1-PMG 4 4 8 $ 1,960 $ 250 $ 2,210 $ • $ 2,210 Meeting 25-ROA 8 $ 1,440 $ 370 $ 1,810 $ 1,120 $ 1,350 $ 2,470 $ 4,280 Summarize Results 25-ROA $ - $ - $ $ - Project Webpage 1-PMG 0.5 I $ 90 $ 90 $ 280 $ 750 $ 1,030 $ 1,120 c. 30%Design Project Management 1-PMG 1 $ 180 $ 180 $ - $ 180 Design Meetings GoToMeeting 2-MTG 2 2 $ 640 $ 640 $ - $ 640 Quality Control 7-CC 4 $ 560 $ 560 $ - $ 560 20%Path&Wall Design Option 1 Plan and Profile 25-ROA 1 4 16 $ 2,100 $ 2,100 $ - $ 2,100 Cross Sections 25-ROA 1 2 $ 310 $ 310 $ - $ 310 Construction Phasing 25-ROA 4 2 $ 730 $ 730 $ - $ 730 Retaining Walls 25-ROA 1 8 4 $ 1,760 $ 1,760 $ - $ 1,760 Cost Opinion 25-ROA 1 2 2 4 $ 1,110 $ 1,110 $ - $ 1,110 Option 2 Plan and Profile 25-ROA 1 4 12 $ 1,760 $ 1,760 $ - $ 1,760 Cross Sections 25-ROA 1 2 $ 310 $ 310 $ - $ 310 Construction Phasing 25-ROA 4 2 $ 730 $ 730 $ - $ 730 Retaining Walls 25-ROA 2 4 4 $ 1,320 $ 1,320 $ - $ 1,320 Cost Opinion 25-ROA 1 2 4 4 $ 1,420 $ 1,420 $ - $ 1,420 Option 3 Plan and Profile 25-ROA 1 4 16 $ 2,100 $ 2,100 $ - $ 2,100 Cross Sections 25-ROA 1 2 $ 310 $ 310 $ - $ 310 Construction Phasing 25-ROA 4 2 $ 730 $ 730 $ - $ 730 Retaining Walls 25-ROA 1 8 4 $ 1,760 $ 1,760 $ - $ 1,760 Cost Opinion 25-ROA 1 2 4 4 $ 1,420 $ 1,420 $ - $ 1,420 Option 4 Plan and Profile 25-ROA 1 4 12 $ 1,760 $ 1,760 $ - $ 1,760 Cross Sections 25-ROA 1 2 $ 310 $ 310 $ - $ 310 Construction Phasing 25-ROA 4 2 $ 730 $ 730 $ - $ 730 Retaining Walls 25-ROA 1 4 4 $ 1,140 $ 1,140 $ - $ 1,140 Cost Opinion 25-ROA 1 2 4 4 $ 1,420 $ 1,420 $ - $ 1,420 Sketch Cross Sections Two models on each side of the 5-$PC 1 2 1 $ 545 $ 545 $ 1,500 $ 1,500 $ 2,045 road(4 total) 3D Modeling Two models on each side of the 5-$PC 1 2 6 $ 970 $ 970 $ 6,420 $ 6,420 $ 7,390 road(4 total) 20%Design Report Write Memo Report with 21-DRA 12 2 2 4 2 $ 3,250 $ 3,250 $ - $ 3,250 Alternative Comparison Matrix Review GoToMeeting 25-ROA 1 1 $ 320 '$ 320 $ - $ 320 Community Survey Prepare Survey 1-PMG 0.5 0.5 $ 160 $ 160 $ 2,025 $ 2,025 $ 2,185 Summarize Results 25-ROA $ - $ - $ 560 $ 560 $ 560 Joint Pitkin County OST/ Prepare for Meeting--Boards and 1-PMG 8 2 8 $ 2,400 $ 250 $ 2,650 $ - $ 2,650 Aspen OST Meeting PowerPoint Meeting 25-ROA 8 $ 1,440 $ 370 $ 1,810 $ 560 $ 540 $ 1,100 $ 2,910 Summarize Results-PR Studio 25-ROA $ - $ - $ - $ - LORIS 8/10/2017-Page 1 of 2 Castle Creek Trail-LORIS Fee-2017-08-10.xls ALL PHASES Derek Dan/ Mari Sandy LORIS TEAM TASK# TASK NAME &ASK DETAIL Task ID Pete PM Civil PE Joel Civil Admin LORIS Subtot Expense LORIS Total Bookcliff CTL C1 D PR Studio Ridgeview SUBS Subtot Subtot Struct Detail Public Open House II Prepare for Meeting I 1-PMG 1 4 8 ' $ 1,420 $ 1,420 $ - $ 1,420 Meeting 25-ROA 8 $ 1,440 $ 370 $ 1,810 $ 1,120 $ 1,350 $ 2,470 $ 4,280 Summarize Results 25-ROA $ - $ - - $ - $ - 30%Path Design Option 1 Plan and Profile 25-ROA 0.5 4 16 $ 2,010 $ 2,010 $ - $ 2,010 Cross Sections 25-ROA 1 1 $ 225 $ 225 $ - $ 225 Construction Phasing 25-ROA 4 1 $ 645 $ 645 $ - $ 645 Cost Opinion 25-ROA 0.5 2 2 8 $ 1,360 $ 1,360 $ - $ 1,360 Option 2 Plan and Profile 25-ROA 0.5 4 8 $ 1,330 $ 1,330 $ - $ 1,330 Cross Sections 25-ROA 1 1 $ 225 $ 225 $ - $ 225 Construction Phasing 25-ROA 4 1 $ 645 S 645 $ - $ 645 Cost Opinion 25-ROA 0.5 2 2 8 $ 1,360 $ 1,360 $ - $ 1,360 Retaining Wall 30%Design Wall Plan 33-STR 0.5 8 8 $ 2,010 $ 2,010 $ - $ 2,010 Wall Elevations 33-STR 0.5 8 8 $ 2,010 $ 2,010 $ - $ 2,010 Wall Details 33-STR 0.5 8 8 $ 2,010 $ 2,010 $ - $ 2,010 Wall Aesthetics 33-STR 0.5 8 8 $ 2,010 $ 2,010 $ 560 $ 560 $ 2,570 Cost Opinion 33-STR 0.5 8 8 $ 2,010 $ 2,010 $ - $ 2,010 3D Modeling Two model revisions. 5-SPC 0.5 1 2 $ 400 $ 400 $ 3,210 $ 3,210 $ 3,610 30%Design Report Revise Memo Report 21-DRA 8 4 2 2 2 $ 2,640 $ 2,640 $ - $ 2,640 Review GoToMeeting 25-ROA 1 1 $ 320 $ 320 $ - $ 320 Preferred Alternative Review GoToMeeting 1-PMG 1 1 $ 320 $ 320 $ - $ 320 Selection BOCC Prepare for Meeting--Update 1-PMG 4 1 4 $ 1,200 $ 250 $ 1,450 $ - $ 1,450 Review of Selection Boards and PowerPoint Meeting 25-ROA 8 $ 1,440 $ 370 $ 1,810 $ - $ 1,810 City Council Prepare for Meeting--Update 1-PMG 2 1 2 $ 670 $ 250 $ 920 $ - $ 920 Review of Selection Boards and PowerPoint Meeting 25-ROA 8 $ 1,440 $ 370 $ 1,810 $ - $ 1,810 Final Revisions Plan Revisions 1-PMG 0.5 4 4 8 $ 1,950 $ 1,950 $ - $ 1,950 (Fee estimated to be$5,000 Cost Revisions 25-ROA 0.5 2 2 4 $ 1,020 $ 1,020 $ - $ 1,020 max.) Report Revisions 25-ROA 4 1 1 $ 940 $ 940 $ - $ 940 Total Hours 127 124 92 250 5 598 Total Amount $ 22,860 $ 17,290 $ 14,260 $ 21,250 $ 400 $ 76,060 $ 3,470 $ 79,530 $ 25,000 $ 7,500 $ 18,330 $ 16,875 $ 9,800 $ 77,505 $ 157,035 Checks'. $ 76,060 $ 76,060 $ 79,530 SUMMARY BY PHASE 30% 85 85.5 40 144 2 $ 76,060 $ 3,470 $ 79,530 $ 25,000 $ 7,500 $ 18,330 $ 16,875 $ 9,800 $ 77,505 $ 157,035 60% 0 0 0 0 0 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 90%-Final Constr Docs 0 0 0 0 0 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Bid o 0 0 0 0 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - CA o 0 0 0 0 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - TOTAL 85 85.5 40 144 2 $ 76,060 $ 3,470 $ 79,530 $ 25,000 $ 7,500 $ 18,330 $ 16,875 $ 9,800 $ 77,505 $ 157,035 LORIS 8/10/2017-Page 2 of 2 Engineering and Public Process Consulting L 0 R I S Services for the Castle Creek Trail Contract#130.2017 SFCTICN 3: ESIIVIATED COST CF'SERVICES TEAM HOURLY RATES LORIS Peter Loris, Project Manager $180/Hour I Derek Webb,Trail Planning and Design/Project Management $140/Hour I Dan Beltzer,Structural Engineer $155/Hour I Designer $100/Hour I Mileage As per the IRS Allowable CONNECT ONE DESIGN I Gyles Thornely,Principal-In-Charge I $140/Hour I Christine Shine, Project Manager I $100/Hour I Designer I $75- $90/Hour I Mileage I As per the IRS Allowable PR STUDIO I Kathleen Wanatowicz I $135/Hour I Samantha Montgomery,Assistant I $75/Hour I Bryana Starbuck,Assistant I $75/Hour I Mileage I As per the IRS Allowable CTL THOMPSON,INC. I John Mechling/Project Manager/Principal Engineer I $180/Hour I James Kellogg/Assistant Project Manager/Associate I $150/Hour I Project Engineer I $125/Hour I Mileage I $0.55/Mile I BOOKCLIFF SURVEY SERVICES,INC, Shawn Binion,Survey Project Manager $1101Hour Project Surveyor $95/Hour One-Man Survey Crew $90/Hour Two-Man Survey Crew $130/Hour Mileage $0.555/Mile ROARING FORK ENGINEERING Richard Goulding,Principal Engineer I $165/Hour Danny Stewart,Senior Project Manager I $140/Hour Tyler Stevens, Inspector I $95/Hour Mileage , $0.55/Mile Fee: As requested in the RFP our fees are included as a separate file, as an Excel file. Page 127 Docu�i , - SECURED Certificate Of Completion Envelope Id:7A5C8577F73D405D8E9114E98E654BE7 Status:Completed Subject: Pitkin County Contract 130.2017 for Review and Signature Source Envelope: Document Pages: 17 Signatures:3 Envelope Originator: Supplemental Document Pages:0 Initials:0 Ben Ferrara Certificate Pages:5 AutoNav: Enabled Payments:0 ben.ferrara@pitkincounty.com Envelopeld Stamping: Disabled IP Address: 10.103.101.11 Time Zone: (UTC-07:00)Mountain Time(US& Canada) Record Tracking Status:Original Holder:Ben Ferrara Location: DocuSign Aug-22-2017 ben.ferrara@pitkincounty.com Signer Events Signature Timestamp Gary Tennenbaum Sent:Aug-22-2017 gary.tennenbaum@pitkincounty.com GO4"1 ThAAALtAiia Viewed:Aug-28-2017 Director Signed:Aug-28-2017 Security Level: Email,Account Authentication (None) Using IP Address: 198.233.197.98 Electronic Record and Signature Disclosure: Accepted:Aug-28-2017 ID:d46a2ae8-6fad-4954-83d8-c8928bb111b2 Company Name:Pitkin County,Colorado Loris and Associates Sent:Aug-22-2017 ploris@lorisandassociates.com IAAep Viewed:Aug-24-2017 President Signed:Aug-24-2017 Security Level: Email,Account Authentication (None) Using IP Address: 107.77.196.24 Signed using mobile Electronic Record and Signature Disclosure: Accepted:Aug-24-2017 ID: 147e8c7e-d7d7-458b-bd10-25c2dbe8c1ec Company Name:Pitkin County,Colorado Jon Peacock / ) Sent:Aug-28-2017 Jon.Peacock@PitkinCounty.com ( / Viewed:Aug-29-2017 County Manager Signed:Aug-29-2017 Security Level: Email,Account Authentication (None) Using IP Address: 174.209.17.4 Signed using mobile Electronic Record and Signature Disclosure: Accepted:Aug-29-2017 ID:f079e2c8-99d5-472f-abc4-b10016dc9d78 Company Name:Pitkin County,Colorado In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Carbon Copy Events Status Timestamp Fran Soroka COPIED Sent:Aug-29-2017 fran.soroka@pitkincounty.com Viewed:Aug-29-2017 Administrative Specialist Security Level: Email,Account Authentication (None) Electronic Record and Signature Disclosure: Accepted:Mar-30-2017 ID:c9d56941-b25d-4d28-ab5e-33cb0a868c36 Company Name:Pitkin County,Colorado Accounts Payable COPIED Sent:Aug-29-2017 ap@pitkincounty.com Accounts Payable Pitkin County Security Level: Email,Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Jeanette Jones COPIED Sent:Aug-29-2017 Jeanette.jones@pitkincounty.com Viewed:Aug-30-2017 BOCC Clerk Pitkin County Security Level: Email,Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Ben Ferrara COPIED Sent:Aug-29-2017 ben.ferrara@pitkincounty.com Resent:Aug-29-2017 Procurement and Contracts Manager Viewed:Aug-29-2017 Pitkin County Security Level: Email,Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted Aug-29-2017 Certified Delivered Security Checked Aug-29-2017 Signing Complete Security Checked Aug-29-2017 Completed Security Checked Aug-29-2017 Payment Events Status Timestamps Electronic Record and Signature Disclosure Electronic Record and Signature Disclosure created on:Mar-17-2017 Parties agreed to:Gary Tennenbaum,Loris and Associates,Jon Peacock, Fran Soroka ELECTRONIC RECORD AND SIGNATURE DISCLOSURE From time to time, Pitkin County(we, us or Pitkin County) may be required by law to provide to you certain written notices or disclosures. 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