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HomeMy WebLinkAboutbocc.con.206.23bocc.con.206.23 1 PITKIN COUNTY GRANT AWARD COMMUNITY OFFICE FOR RESOURCE EFFICIENCY, 2023 This Grant is made as of the date last below signed between Pitkin County, herein referred to as “County”, and the Community Office for Resource Efficiency, hereafter referred to as “Agency” or “CORE”. Whereas, CORE, a private non-profit agency, serves the community by leading the Roaring Fork Valley to a carbon-free, net zero energy future and whereas Pitkin County wishes to award a grant for the provision of these community services in accordance with Title 11, Appendix A, Section 102 of the Pitkin County Building and Construction Code.. 1. Term and Renewal of Agreement: Absent any termination for cause under paragraph 5 of the Agreement, the term of this Agreement shall be effective from January 1, 2023, to December 31, 2023, subject to budget appropriation, compliance with contract obligations, and Board of County Commissioners’ approval. In the event that the scope of work has not been completed prior to the initial expiration of this Agreement, the term may be extended by a mutually signed Amendment. 2. Agency Obligations: Agency shall: a) Strictly adhere to all applicable Federal, State and Local laws or regulations that have been or may hereafter be established. f) Hold and maintain for the term hereof the necessary licenses(s) as specified under State law, which permits the performance of the service(s) to be provided herein. g) Maintain an affordable sliding-fee scale schedule for its services in order to accommodate low-income individuals. h) Be responsible for the performance of any subcontractor. i) Maintain written requirements for safeguarding client information and comply with the same. j) Maintain service program records, fiscal records, documentation and other records relevant to this Grant for the duration of the grant plus six years. The above shall be subject at all reasonable times to inspections, review or audit by Federal, State or County personnel, and other persons authorized in writing by the County. k) Use the grant funds for the execution of the Scope of Work, as attached to this agreement as Attachment A. l) Provide the services at the location as shown as the address of the Agency or whatever is appropriate for that service within Pitkin County. m) Provide semi-annual Performance Measure reports and Financial Reports in accordance with the approved Scope of Work (Attachment A).. These reports will include the number of unduplicated clients, including individuals and businesses, who are located, live and/or work in Pitkin County served by the Agency’s program(s). This report schedule will repeat annually and is subject to change. i. The first report, the mid-year report, is due the first Monday of August of the current contract year for the first six months of the grant year bocc.con.206.23 2 ii. The second report is due the first Monday of February following the contract year, for the entire period of the grant year. iii. The reports will include Agency’s annual goals and actual results year-to- date. n) Agency shall manage the supplied grant funds responsibly and measurably to ensure that the mission, goals, and outcomes hereto listed are met to the satisfaction of the granting agency. o) Agency and any subcontractors shall procure and maintain until all of their obligations have been discharged, including any warranty periods under this Agreement 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 Agency, its agents, representatives, employees or subcontractors. The Agency shall assess its own risks and if it deems appropriate and/or prudent, maintain higher limits and/or broader coverages. The Agency is not relieved of any liability or other obligations assumed or pursuant to the Agreement by reason of its' failure to obtain or maintain insurance in sufficient amounts, duration, or types. Commercial General Liability Completed Operations coverage must be kept in effect for up to three (3) years after completion of the project. Failure to report on requested outcomes outlined in the application, mid-year report, and year- end report may result in forfeiture of grant funds. 3. Pitkin County’s Obligations: a) County agrees to grant $430,000 to CORE as approved in the County’s annual budget, which was approved by the Board of County Commissioners. b) In 2023, the County will pay up to 19% by the end of Quarter 2 and will pay the remaining percentage on or before October 31, 2023. 4. General Provisions a. The Parties to this Grant intend that the relationship between them contemplated by the Grant is that of independent agency. No agent, employee, or servant Agency will be solely and entirely responsible for its acts and the act of its agents, employees, servants and subcontractors during the performance of the Grant. b. Payment pursuant to the Grant, if in County, State or Federal funds, whether in whole or in part, is subject to and contingent upon the continuing availability and appropriation of County funds for the purpose thereof. c. This Grant constitutes the full and complete agreement of the parties and supersedes or incorporates any prior written and oral agreements of the parties. In addition, Agency understands that no County official or employee, other than the Board of County Commissioners acting as a body at a Board meeting, has authority to enter into a Grant or to modify the terms of this Grant on behalf of the bocc.con.206.23 3 County. Any such Grant or modification to this Grant must be in writing and be executed by the parties hereto. 5. Default/Cancellation. If Agency shall default in the performance of Agency’s Obligations pursuant to the terms of this Agreement, and/or fails to provide an accounting or use or appropriation of monies granted in the manner in which such accounting was represented to the County, Agency shall have the right to cure said default after written notice by the County of the default to Agency. If Agency fails to cure such default within sixty (60) days after written notice is given from the County to Agency specifying the nature of such default (or if such default cannot be cured within the aforesaid period of time, if the Agency shall fail to promptly commence to cure the same and to thereafter diligently proceed with such cure), County shall reserve the right to cancel this Agreement and make a demand for the return of all monies that County determines, at its sole discretion, were not appropriated in accordance with this Agreement. Written notice of default and cancellation shall be made to Agency by first class mail, postage prepaid and by certified mail, return receipt requested, to the following address: DALLAS BLANEY, CHIEF EXECUTIVE OFFICER COMMUNITY OFFICE FOR RESOURCE EFFICIENCY PO BOX 2449 BASALT, CO 81621 6. Entire Agreement: This Agreement constitutes the full and complete Agreement of the parties hereto and shall not be modified except by a written agreement signed by the parties. bocc.con.206.23 4 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the latest date written below. PITKIN COUNTY, COLORADO By: ____________________________________________________________ Ashley C. Perl Date Community Resiliency Manager By: ____________________________________________________________ Jon Peacock Date County Manager COMMUNITY OFFICE FOR RESOURCE EFFICIENCY By: ____________________________________________________________ Dallas Blaney Date Chief Executive Officer Aug-08-2023 Aug-08-2023 Aug-09-2023 2023PitkinCounty ScopeofWork bocc.con.206.23 Attachment A - Scope of Work 2023ScopeofWork The proposed scopeof work oers bestpracticesforoptimizing thecustomerjourneyto support the uptakeofelectricationprogramsandinitiatives,while introducinga newinitiativefocusedon multifamilybuildingretrots. Thisinitiativebuildson apilot program in2022,whenCORE partneredwithAPCHAto provide 100energyassessments toAPCHAresidents andmorethan $250,000 inrebatesand grants forenergyeciencyprojects.The clients weserved expressedtheir interestin wholebuilding retrots,asopposedtosingularunits.The APCHA stockpileincludes75 multifamilybuildings,themajority ofwhich relyon naturalgasHVAC systems.Many ofthe units COREassessedduringits pilot projectwereinneedofweatherization andinsulation improvements, and several weresuitablecandidatesfor passivesolar installations. Inproposingan initiativetoretrot entiremultifamilybuildings,it isourgoaltoimprovethecomfort, safety,aordability, and environmentalsustainabilityof thesebuildings,whilealso givingthesecriticalcommunity assets anew lease onlife. Thisplanalsoproposesa planto undertakesignicantimprovements toCORE’sfoundational services.Theplanincludesthedevelopment offournew services,includingcontractorcoordination, workforceresearch/development,funding/nancingcuration,and contractorsupportverication. Theseimprovements alignCOREwithbest practicesfrom industryleadingorganizationsto provide morecomprehensive support services. COREaspires todevelopanext-generationcommunity support methodologydesigned tosupport buildingperformancestandardsand related policy implementation. Thisapproach,oftenreferred toas aBuildingPerformanceHub,oers360degreesupporttobuilding owners.Thehubmodelneststhe existing services oeredbyCOREandTheCountyintoamore holisticandsystemicapproachthatis better equippedtosupporttheadoptionofbold climatepolicy innovations. CORE’sfoundationalserviceshavealways included somelevelof nancialincentives andtechnical advisingto makepossible electricationprojectsthatwouldnototherwisebreakground.CORE continuesto hearfromthe communitythattheseservicesareappreciatedandneeded;however,wealso anticipatethisneed will diminishas the nancialincentives madeavailablethrough federalfunding begintoroll outinlate2023andearly2024.Moving forward,COREwill alsocomplementthese nancialincentivesbypromotingthebelow-market rate nancialproducts oeredthroughthe ColoradoCleanEnergy Fund andother nancialserviceproviders. bocc.con.206.23 Attachment A - Scope of Work Task Deliverable Cost Timeline CustomerService Improvements Website development $18,000 June-September Customer service process improvements $15,000 July-October Workforce development research/support $25,000 July-October Provide regulatory guidance and compliance support to building owners $15,000 Ongoing Provide direct support through phone calls and emails $30,000 Ongoing Curate funding/financing options $10,000 September-December Contractor engagement and support $22,000 Ongoing Case study development $15,000 Ongoing Grants, Rebates, and Assessments Provide free/ subsidized assessments $5,000 Ongoing Provide grants and rebates and advising to building owners $110,000 Ongoing Program support services $15,000 Ongoing Multifamily retrofit Prioritize buildings $20,000 May-August Develop and execute HOA communications/engagement strategy $25,000 July-August Seek out project financing $20,000 March-June Energy assessments $50,000 August-September Negotiate scope of work $20,000 October-November Coordinate with contractors $15,000 November-December Total $430,000 2 of 3 bocc.con.206.23 Attachment A - Scope of Work Certificate Of Completion Envelope Id: 8B108234B6FE4D0A9EEF755D8ADC2033 Status: Completed Subject: CORE | Please Review and Sign - Pitkin County Grant Award Contract (w/ SOW) Source Envelope: Document Pages: 7 Signatures: 3 Envelope Originator: Certificate Pages: 5 Initials: 0 Pitkin County Procurement AutoNav: Enabled EnvelopeId Stamping: Disabled Time Zone: (UTC-07:00) Mountain Time (US & Canada) 530 East Main Street Suite 203 Aspen, CO 81611 Procurement@PitkinCounty.com IP Address: 216.147.121.14 Record Tracking Status: Original 8/8/2023 11:12:24 AM Holder: Pitkin County Procurement Procurement@PitkinCounty.com Location: DocuSign Signer Events Signature Timestamp Ashley Perl ashley.perl@pitkincounty.com Community Resiliency Manager Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 65.38.144.66 Sent: 8/8/2023 11:13:13 AM Viewed: 8/8/2023 11:22:39 AM Signed: 8/8/2023 11:22:51 AM Electronic Record and Signature Disclosure: Accepted: 8/8/2023 11:22:39 AM ID: 1a448851-0625-4440-94dd-892453ccd40b Company Name: Pitkin County, Colorado Dallas Blaney dallas@aspencore.org Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 172.83.241.110 Sent: 8/8/2023 11:22:53 AM Viewed: 8/8/2023 11:48:04 AM Signed: 8/8/2023 11:48:35 AM Electronic Record and Signature Disclosure: Accepted: 8/8/2023 11:48:04 AM ID: 70fdc34d-3236-4ad2-8fdd-f7842492c446 Company Name: Pitkin County, Colorado Jon Peacock Jon.Peacock@PitkinCounty.com County Manager Pitkin County Security Level: Email, Account Authentication (None) Signature Adoption: Drawn on Device Using IP Address: 65.38.144.66 Sent: 8/8/2023 11:48:36 AM Viewed: 8/9/2023 3:23:36 PM Signed: 8/9/2023 3:23:49 PM Electronic Record and Signature Disclosure: Not Offered via DocuSign 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 Kara Silbernagel kara.silbernagel@pitkincounty.com Deputy County Manager Pitkin County Colorado Security Level: Email, Account Authentication (None) Sent: 8/9/2023 3:23:50 PM Electronic Record and Signature Disclosure: Not Offered via DocuSign Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 8/8/2023 11:13:13 AM Certified Delivered Security Checked 8/9/2023 3:23:36 PM Signing Complete Security Checked 8/9/2023 3:23:49 PM Completed Security Checked 8/9/2023 3:23:50 PM Payment Events Status Timestamps Electronic Record and Signature Disclosure ELECTRONIC RECORD AND SIGNATURE DISCLOSURE From time to time, Pitkin County (we, us or Pitkin County) may be required by law to provide you with certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically when we send you documents for electronic signature. Acknowledging your Access, Intent, and Consent to Receive and Sign Materials Electronically To confirm that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please verify that you were able to read this electronic disclosure and that you also were able to print on paper or electronically save this page for your future reference and access or that you were able to e-mail this disclosure and consent to an address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receive notices and disclosures exclusively in electronic format on the terms and conditions described above, please let us know by clicking the 'I agree' button below. 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Signing Documents with a Pitkin County DocuSign Account: Electronic Record and Signature Disclosure created on: 3/20/2020 3:28:13 PM Parties agreed to: Ashley Perl, Dallas Blaney Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to these terms and conditions, please confirm your agreement by clicking the 'I agree' button at the bottom of this document. Getting paper or electronic copies At any time, you may request from us a paper or electronic copy of any record provided or made available electronically to you by us. For such copies, as long as you are an authorized user of the DocuSign system you will have the ability to download and print any documents we send to you through your DocuSign user account for a limited period of time (usually 30 days) after such documents are first sent to you. 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