HomeMy WebLinkAboutbocc.con.063.248/30/2021 CDD
Contract Information
Contract Number
Project Name
Contractor
Budget Line Item 10013100.531000
10013130.531000
Procurement Method:
Type:
Contract Start Date
Contract End Date
Contract Type
Retainage
If this is a new contractor, please enter the New Vendor information into Munis for workflow approval.
Contact Information:
Department
County Representative Parker Lathrop County Representative
Phone (970) 948-6986
Provide a brief description of the Contract or Change Order:
Contract Value Summary:
$ 29,760.00
$ -
$ -
$ 29,760.00
Sheriff
New Contract for Public Saftey Management Study.
Original Contract Amount
Previous Change Order/Amendment Amount
This Change order/Amendment amount
Contract Total
No
Public Saftey Management Study
Healy Plus
$ 14,880.00
Additional Budget Line
Item(s)
(Please fully allocate New Contract Total)
$ 14,880.00
$ -
$ -
$ 29,760.00
Informal
Services/Maintenance
2/12/2024
8/1/2024
New Contract
063.24
Pitkin County
Procurement Cover Sheet
Please complete the Contract Cover Sheet when the contract/task order is complete and fully executed.
Return all Contract Cover Sheets and Contracts/Change Orders/Amendments/Task Orders to Procurement
Contract #: 063.24 Rev. 2022.08.04 CDD
PITKIN COUNTY, COLORADO
INFORMAL PROCUREMENT MEMORANDUM
TO: File
FROM: Parker Lathrop, Chief Deputy of Operation, Pitkin County Sheriff's Office
RE: Informal Procurement under $50,000
DATE: December 26, 2023
Description of Project: Public Safety Management Study
Budgeted Amount: $30,000.00
Project Budget approved by BOCC: Choose an item.
Contractors Contacted: Healy+, Employer's Council, and None
Proposals Received:
Vendor Name Proposal Amount Timeline Other Information
Healy+ $24,800.00 1st Quarter of 2024 Meets schedule and
all requirements
Employer's Council Unclear – no total
provided
6 months from
signing
Hours are purchased
in blocks
Multiple $0.00 N/A Reached out to
multiple vendors and
found that none of
them were aligned to
complete the scope of
the desired analysis.
Firm chosen: Healy+, It was difficult to locate a vender that could evaluate what it is we feel
we needed. Healy+ has the expertise to do a full evaluation, specific to our job functions, on the
roles and structure of the Sheriff's Office. The metrics Healy+ utilizes will tailor a complete
assessment of organizational structure, climate, training, and recruitment, selection, retention,
and promotion. The closest other assesor we could locate was Employer's Council but their scope
was limited to an HR manger led review of recruiting and appraisals processes. Healy+ provided
a more complete package and there for a best value product for the total scope of their study.
COUNTY REPRESENTATIVE:
________________________________________________
!#DEPARTMENT REPRESENTATIVE#! Date
Jan-19-2024
Alex Burchetta
Undersheriff
Contract # 063.24 Revision: 2023.12.15 CDD
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PITKIN COUNTY CONTRACT FOR PROVISION OF SERVICES
THIS CONTRACT, made January 17, 2024 by and between the Board of County Commissioners
of Pitkin County, Colorado, 530 E. Main St., Suite #302, Aspen, CO 81611, (hereinafter called the
“County”) and The Healy Plus Group, LLC, One Libery Place, 1650 Market Street, Suite 2800,
Philadelphia, PA 19103 (hereinafter called the “Contractor”) to perform the following work:
Public Saftey Management Study (“Project”).
I. Term of Contract: The term of this Contract is from February 12, 2024 to August 1,
2024. Optional Contract Extension
II. Contractor’s Obligations. Contractor shall provide the Pitkin County Jail and Sheriff’s
Office with evaluation services for Public Safety Management Study aligning with the
Scope of Work, scheduling, and pricing detailed in “Attachment A”, which also
includes 15-20% for travel and lodging expenses.
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 Paragraph 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
Tweny-Nine Thousand Seven Hundred Sixty dollars and Zero cents ($29,760.00) 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.
Pitkin County will not release any payment to Contractor prior to receipt of a complete
and valid W9. Contractor’s address and the as-filed, legal entity name provided within
this Contract must match the information provided with the submitted W9. Doing
Business As (“DBA”) entity titles, as applicable, must be preceded by Contractors
legally filed business name. Failure to provide a complete and valid W9 may result in
delayed and/or past due payment from the County to Contractor and will in no event
obligate the County to recognize or pay penalties for any past due balances withheld as
a result of such. Contractor may submit completed W9 forms electronically by
Contract # 063.24 Revision: 2023.12.15 CDD
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emailing pdf copies to AP@PitkinCounty.com with the County Project Contact listed
within this Contract in copy.
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. Parker Lathrop, Chief Deputy of Operations will manage the
project as the County’s Representative. In the event that Parker Lathrop is not available,
an alternate representative 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. 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
Contract # 063.24 Revision: 2023.12.15 CDD
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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.
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
Contract # 063.24 Revision: 2023.12.15 CDD
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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
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.
Contract # 063.24 Revision: 2023.12.15 CDD
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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)
• 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
Contract # 063.24 Revision: 2023.12.15 CDD
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Coverage Bodily/Property Damage (Each Accident) $ 1,000,000
4) Special Coverages (check as appropriate and insert amount):
a. ☐ Performance Bond $
b. ☐ Professional Errors and Omissions
c. ☐ Aircraft Liability
d. ☐ Owner’s Protective
e. ☐ Builder’s Risk
f. ☐ Boiler and Machinery
g. ☐ 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:
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
Contract # 063.24 Revision: 2023.12.15 CDD
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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
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
Contract # 063.24 Revision: 2023.12.15 CDD
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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 provided by electronic delivery to the e-mail addresses set forth below and
by one of the following methods 1) hand-delivery or 2) registered or certified mail,
postage pre-paid to the mailing addresses set forth below. Each party by notice sent
under this paragraph may change the address to which future notices should be sent.
Electronic delivery of notices shall be considered delivered upon receipt of
confirmation of delivery on the part of the sender. Nothing contained herein shall be
construed to preclude personal service of any notice in the manner prescribed for
personal service of a summons or other legal process.
To Pitkin County: Parker Lathrop
530 East Main Street, Suite 103
Aspen, CO 81611
Email: parker.lathrop@pitkinsheriff.com
with copies to: Pitkin County Attorney’s Office
530 E. Main St., Suite #301 Aspen, Colorado 81611 Email: Attorney@pitkincounty.com To Contractor:
The Healy Plus Group, LLC One Libery Place, 1650 Market Street, Suite 2800 Philadelphia, PA 19103
Phone: (704) 348-3449
Email: shoover@healyplus.com
Contract # 063.24 Revision: 2023.12.15 CDD
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IN WITNESS WHEREOF, the parties have executed this Contract as of the date first set out herein above.
THE HEALY Plus Group, LLC ________________________________________________
!#VENDOR SIGNATURE#! Date
PITKIN COUNTY, COLORADO RECOMMENDED FOR APPROVAL:
_________________________________________________ !#DEPARTMENT REPRESENTATIVE#! Date
Jan-19-2024
Undersheriff
Alex Burchetta
CEO
Steven J. Healy
Jan-26-2024
Proposal for Public Safety Management Study® - Phase I
PITKIN COUNTY SHERIFF’S OFFICE
December 13, 2023
Proposal Contact:
Sherry Hoover, MSW
Project Specialist
One Liberty Place
1650 Market Street, Suite 2800
Philadelphia, PA, 19103
shoover@healyplus.com
704-348-3449
2
CONTENTS
COVER LETTER ...................................................................................................................................... 3
SCOPE OF WORK ................................................................................................................................... 5
Standard Focus Areas .......................................................................................................................... 5
FIRM QUALIFICATIONS ....................................................................................................................... 8
SERVICES AGREEMENT ..................................................................................................................... 10
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COVER LETTER
December 13, 2023
Via email at: alex.burchetta@pitkinsheriff.com
Undersheriff Alex Burchetta
Pitkin County Sheriff's Office
530 East Main Street
Suite 103
Aspen, Colorado 81611
Re: Proposal for Public Safety Management Study®
Dear Undersheriff Burchetta:
Thank you for seeking a proposal for a Public Safety Management Study® from The Healy+
Group. We value building and maintaining strong relationships with our client partners and
appreciate the opportunity to present our credentials in service to the Pitkin County Sheriff's
Office. Based on our conversations to date, we have developed the attached proposal for your
consideration.
Along with our partners at COSECURE, we provide a wide range of professional services
focused on safety, security, policing, and emergency management. We are fully committed to
delivering exceptional services and will ensure that our work with you reflects the unique nature
of the Pitkin County Sheriff's Office.
We have a strong reputation for our leadership at the national level involving policing and
public safety. With hundreds of clients spanning the private, public, and educational sectors, we
are keenly aware of promising practices and challenges in providing world-class policing
services. Our experience and perspectives inform our work in every way.
Our proposed scope of work includes a Public Safety Management Study®, our proprietary
methodology for a management and organizational review of your agency, and a staffing
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analysis. Our review will provide recommendations and suggestions regarding contemporary
and best practices and agency needs, as identified.
We have developed a unique methodology for this work based on years of experience,
research, reflection, and evaluation. We describe this methodology in the enclosed attachments.
This proposal and value remain valid for a period of 60 business days. We remain open to
continued refinement of the proposed deliverables and related costs and welcome the
opportunity for further discussions to ensure our proposal aligns with your goals.
Please contact me anytime by email at shoover@healyplus.com, or directly at 704-348-3449.
On behalf of The Healy+ Group, we look forward to hearing from you.
Thank you for the opportunity to serve Pitkin County.
Very truly yours,
THE HEALY+ GROUP
Sherry Hoover
Project Specialist
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SCOPE OF WORK
The Healy+ Group
PUBLIC SAFETY MANAGEMENT STUDY®
The Healy+ Group's Public Safety Management Study® (PSMS®) encompasses a
comprehensive review of a public safety department's management and operational functions.
The PSMS® includes research, document review, interviews, verification, and analysis to become
familiar with the organization's mission and role, orientation and strategy, operations, policies,
practices, and related functions. Through our depth of experience working with a wide range of
public safety, security, and law enforcement organizations and considering community
expectations and contemporary practices in public safety, security, and policing, we have
identified several focus areas for this review. Our assessment of these areas provides a foundation
from which to make key decisions regarding department approach and operations to ensure the
agency is operating within contemporary practices and meeting community expectations.
We will evaluate the areas outlined below through a combination of research, observation,
document review, and individual/group interviews and focus groups to gain a 360° perspective
of the perceptions and realities of related practices. Our process involves rigorous inquiry with
internal and external stakeholders to elicit facts, opinions, and perceptions about the
organization's operations, including the tenor of relationships with the community and how
policies, procedures, and practices align with contemporary standards and evolving, promising
practices.
The team synthesizes the data and formulates an analysis that draws from reasonable,
acceptable, best, and promising practices in public safety, security, and policing. We acknowledge
areas where the organization is meeting expectations or excelling and, through a gap analysis,
make recommendations and suggestions for change as needed. The assessment is an iterative
process considering factors such as degree of risk, practicality, cost, and the organization's
mission and goals.
Standard Focus Areas
1. Organizational Structure – We examine the Department's organizational structure in light of
public expectations and contemporary practices. While it is impractical to suggest a "one size
fits all" structure, the structure should acknowledge that executive, management, and
administrative responsibilities are quite diverse, complex, and time-consuming. An effective
organizational structure acknowledges the evolving complexities of public safety and
policing while ensuring the right people are in the right positions to manage core functions.
2. Organizational Climate – We assess the Department's organizational climate and culture to
determine the degree to which members have clarity about their roles and expectations and
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are committed to the Department's mission, vision, and values. We assess the degree to which
department members understand the performance standards established by the employer
and Department. Finally, we assess the leadership team's impact on member motivation and
ability to perform their critical responsibilities.
3. Training – We assess the various training programs offered by or through the Department to
ensure comprehensive professional development so members remain current and proficient
on the pressing issues in public safety and security, as appropriate. This includes initial
(recruit) training, field training officer (on-the-job) training, in-service (ongoing) training
opportunities, and specialized training to respond to critical issues and evolving trends.
4. Recruitment, Selection, Retention, and Promotion – We examine the Department's
recruitment program and selection processes to ensure they effectively identify the best
candidates for selection and promotion. Successful candidates must thrive in a highly
collaborative and diverse community, and the process should be inclusive and include
measures to recruit candidates who represent the jurisdiction and surrounding community.
SCHEDULE AND VALUE
We remain open to additional discussion and refinement to the proposed scope, schedule,
and related value and welcome further conversations where needed. We can only hold dates once
a contract is finalized; therefore, the timeline below is subject to change.
SERVICES ACTIVITY DATE
Engagement Agreement Executed December 2023
Public Safety Management
Study (PSMS®) – Phase I
Research and Site
Visit 1st Quarter 2024
*This timeline may shift if the client requests additional interviews and/or examination of
other focus areas after contract signing.
We indicate the value of our proposed services below. Pitkin County agrees to cooperate in
facilitating access to all necessary information and support to assist us with completing the scope
of services.
We base our schedule and value on the assumption that our team will conduct one site visit
for the project, subject to reasonably safe travel and local accommodations. If additional site visits
are required, our team will discuss a revised value with you.
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SERVICES VALUE
Public Safety Management Study® (PSMS) ® Phase I $24,800
Direct Expenses (Travel, Lodging, etc.) 15-20% of Value
We invoice 50% upon execution of an agreement, 30% upon conclusion of the first site visit
(if applicable), and 20% upon submission of draft deliverables. We will invoice for reasonable
travel (using per diem and mileage GSA rates) and other direct expenses as incurred.
*The value of this assessment may change if the client requests an examination of additional
focus areas after contract signing.
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FIRM QUALIFICATIONS
The Healy+ Group, (formerly Margolis Healy, LLC.) founded in 2008, is one of the nation’s
leading professional services firms assisting higher education institutions and other
organizations with safety, security, and policing consulting services. The Healy+ Group provides
highly customized services, including, but not limited to campus safety management and
organizational reviews, studies Clery Act program assessments and training, coaching for senior
campus safety leaders, placement of interim campus safety leaders, training, litigation
consultation, and special investigations. In 2017, The Healy+ Group joined the international law
firm of Cozen O’Connor, where our services dovetail with the Institutional Response Group’s
holistic approach addressing sexual and gender-based harassment and violence, child abuse, and
other forms of misconduct at schools, higher education institutions, and other organizations. The
collaboration with Cozen O’Connor is unique in higher education security consulting and
positions The Healy+ Group for synergized services of the highest caliber.
Our services include organizational and operational management reviews, after-action
reviews, physical security assessments, and emergency planning and readiness, among others. In
these areas, our numerous clients have included the following:
• Protestant Episcopal Church Foundation (PECF) Police Department, where we provided
a comprehensive Public Safety Management Study, Bi-Directional Staffing Analysis,
review of the Emergency Management Approach, Safety and Security Program
Assessment® (SSPA®) as well as providing interim leadership services;
• Vermont State Capitol Police, where we are currently engaged for a PSMS®. In addition to
reviewing the Vermont Capitol Police Department's orientation, operations, and related
State House functions, we are assessing whether the Department has adopted an
appropriate public safety management model based, in part, on the unique nature of
policing at Vermont's State House and the safety and security needs of the "People's
House." Additionally, we are reviewing the steps the Capitol Police have taken to
implement the recommendations from our previous assessment;
• Delaware Department of Health and Science Services, where we developed a strategic
plan to modernize security policies and practices. We focused on both state-staffed
security resources and sites with contracted security within several Divisions of the
Department. We analyzed staffing resources, identified gaps between services offered and
services needed by customers; and developed a comprehensive set of written policies,
among other services; and,
• The Claremont Colleges Consortium (comprised of seven institutions), where we
provided ongoing, onsite consulting services to the Interim Director of Campus Safety
regarding all operations and services, strategic planning, organizational structure, and
institutional compliance with federal, state, local, and institutional regulations.
9
We have assembled the best and brightest in the public safety, security, and regulatory
compliance fields to provide our clients with outstanding service. The level of professionalism
and breadth of experience each member of The Healy+ Group team brings to this project allows
us to provide our clients with personalized attention and high-quality work. In addition to our
staff members, our team includes highly qualified associates who bring the critically important
perspective of full-time practitioners. We reserve the right to include additional qualified
associates on this project or change those assigned at our sole discretion. Should the unanticipated
need to change team members arise, we commit to a continued focus on highly qualified, diverse
representation on the project team. The following assigned resources will be responsible for
supporting this project:
• Steven J. Healy, Chief Executive Officer
• Mike Rein, Director of Organizational Assessment Services
• Kristin Roman, Senior Associate
• Sherry Hoover, Project Specialist
For a complete list of staff and a partial list of our associates, please visit
https://www.healyplus.com/people.
10
SERVICES AGREEMENT
December 13, 2023
Via email at: alex.burchetta@pitkinsheriff.com
Undersheriff Alex Burchetta
Pitkin County Sheriff's Office
530 East Main Street
Suite 103
Aspen, Colorado 81611
Re: Agreement for Public Safety Management Study®
Dear Undersheriff Burchetta:
This letter (“Agreement”) confirms that Pitkin County Sheriff’s Office (“Sheriff’s Office”)
has retained, The Healy+ Group (“Healy+”) to conduct a Public Safety Management Study®.
Scope of Engagement. The scope of Services provided under this Agreement is set forth
attached above. Our Services are limited to this matter unless we are engaged to assist the Sheriff’s
Office on additional matters.
Fees & Billing Arrangement. We have set our fees for this matter at $24,800, plus any direct
expenses. Healy+ will invoice 50% upon execution of this Agreement, 30% upon conclusion of the
first site visit (if applicable), and 20% upon submission of draft deliverables. Interest on overdue
invoices is at the lesser amount of the maximum allowed by law or 3% per month after 30 calendar
days on any unpaid balance.
The Sheriff’s Office shall direct physical payments to the following: The Healy+ Group, Attn:
Accounts Receivable Department, One Liberty Place, 1650 Market Street, Suite 2800, Philadelphia,
PA 19103. The Sheriff’s Office shall direct ACH transactions to the following: The Healy+ Group,
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Citibank, NA, Account # 9340155771, ABA/Routing # 021272655. For inquiries regarding billing
and invoices, please contact Kristina Bhatt at 215-665-7209 or at kbhatt@cozen.com.
Confidentiality. “Confidential Information” means any nonpublic information that the
Receiving Party obtains from or creates under this Agreement regarding the Disclosing Party.
Unless applicable law or a competent judicial order requires otherwise, the Receiving Party must
obtain the Disclosing Party’s written consent before disclosing or using Confidential Information
for any purpose not specifically set forth under this Agreement.
Termination. Either party may terminate this Agreement for its convenience at any time upon
twenty (20) business days’ prior written notice to the other party. Either party may terminate this
Agreement if the other breaches any material obligation provided in this Agreement and fails to
cure that breach within thirty (30) business days after its receipt of written notice identifying the
breach. The Sheriff’s Office’s sole obligation upon any termination of this Agreement will be to
pay Healy+ for services performed and direct expenses accrued before the date of termination.
Cancellation of Site Visit. If the scope of Services includes a site visit, the Sheriff’s Office is
required to provide at least forty-eight (48) hours’ notice of cancellation of the scheduled visit, or
will be required to cover the costs of any accrued travel expenses.
Force Majeure. Provisions of this Agreement may be suspended and performance delayed
or cancelled if performance is made impracticable by an Act of God, terrorism, labor dispute,
action of court or public authority, pandemic, military action or any other reason beyond the
reasonable control of either party.
Indemnification/Limitation of Liability. Each party (an “Indemnitor”) agrees to indemnify,
defend, and hold harmless the other party, and its subcontractors and affiliates, together with
their respective employees, officers, agents and directors, and their respective successors, heirs
and assigns, from and against all claims, suits, loss or damage (including reasonable attorney’s
fees) based on the negligent or willful misconduct of the Indemnitor or parties for whom the
Indemnitor is legally liable related to this Agreement. Furthermore, in the event that a third-party
subpoena or other discovery request is served on an Indemnitee, relating to documents,
testimony, or other information in the Indemnitee’s possession or control as a result of the
services performed under this Agreement, and arises as a consequence of the actions or omissions
of the Indemnitor or parties for whom the Indemnitor is legally liable, the Indemnitor agrees to
indemnify, defend, and hold harmless the Indemnitee for any and all costs, including reasonable
attorney’s fees, incurred in responding to such third-party subpoena or discovery request.
In no event will either the Sheriff’s Office or Healy+ be liable to the other party for any
consequential, incidental, special, exemplary, punitive, indirect or similar damages, even if it has
been advised or is aware of the likelihood of such damages. Healy+’s total cumulative liability
under this agreement will not exceed amounts paid by the Sheriff’s Office for services provided
under this agreement. This limitation will apply, regardless of whether any remedy set forth
herein fails of its essential purpose and regardless of whether a claim or action sounds in contract,
tort, negligence, strict liability, contribution, indemnity or any other legal theory.
12
Severability. The invalidity or unenforceability of any provision in this Agreement shall not
affect the other provisions hereof and this Agreement shall be construed in all respects as if such
invalid or unenforceable provision were omitted.
Miscellaneous. Any warranties (expressed and/or implied) are specifically disclaimed.
Healy+ will prepare written deliverables at the request of the Sheriff’s Office. The authors’
opinions, findings, conclusions, and recommendations will be provided solely for the use and
benefit of the Sheriff’s Office. Any statements, allegations, and recommendations in Healy+’s
written deliverables should not be construed as a governing policy or decision unless so
designated by other documentation. Written deliverables will be based on the most accurate data
gathered and available to Healy+ at the time of the project performance. Our observations and
recommendations might be subject to change in light of new or different information that
becomes available after completion of the written deliverables.
The Sheriff’s Office acknowledges and understands Healy+’s non-attribution policy, which
follows: in order to provide the Sheriff’s Office with an objective assessment of the areas under
review, it is essential for Healy+’s team members to build a rapport with interviewees. To facilitate
rapport building and encourage participation during our sessions, Healy+ adheres, to the degree
possible, to a “non-attribution” practice. This means that generally, Healy+ does not attribute
comments made during interviews to the individuals making them. We aim to assure participants
that we are attempting to identify themes and are not concerned with identifying individuals
who make specific comments. We may deviate from this practice if we hear information that is
potentially illegal, in violation of an institution policy, or otherwise concerning enough to bring
to the institution’s attention.
If you understand and agree to the terms of our engagement as described above, we would
appreciate your signature, or that of the designated official with signatory authority, on this
Agreement on behalf of the Sheriff’s Office. Please return it to me (e-signature preferred) as we
are eager to get started on your project. We will be in touch to set up a conference call to discuss
dates, documents, and other logistics necessary for the project’s success. We look forward to
working with you on this matter.
Sincerely,
THE HEALY+ GROUP
By: _____________________________________
Steven J. Healy, Chief Executive Officer
13
Accepted and agreed:
PITKIN COUNTY SHERIFF’S OFFICE
By: ________________________________
Name: ________________________________
Title: ________________________________
Date: ________________________________
Certificate Of Completion
Envelope Id: AD713148A2E54AF2BCC9679453531F21 Status: Completed
Subject: Healy + | Pitkin County Contract 063.24 for Review and Signature
Source Envelope:
Document Pages: 24 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: 216.237.91.144
Record Tracking
Status: Original
1/19/2024 12:12:42 PM
Holder: Pitkin County Procurement
Procurement@PitkinCounty.com
Location: DocuSign
Signer Events Signature Timestamp
Alex Burchetta
alex.burchetta@pitkinsheriff.com
Undersheriff
Pitkin County Sheriff’s Office
Security Level: Email, Account Authentication
(None)
Signature Adoption: Uploaded Signature Image
Using IP Address: 65.38.144.66
Sent: 1/19/2024 12:16:14 PM
Viewed: 1/19/2024 1:12:19 PM
Signed: 1/19/2024 1:12:27 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Steven J. Healy
shoover@healyplus.com
CEO
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 104.28.123.69
Signed using mobile
Sent: 1/19/2024 1:12:29 PM
Resent: 1/23/2024 10:54:37 AM
Resent: 1/26/2024 9:08:59 AM
Viewed: 1/26/2024 1:02:57 PM
Signed: 1/26/2024 1:03:08 PM
Electronic Record and Signature Disclosure:
Accepted: 1/22/2024 2:14:42 PM
ID: 3efea3aa-054c-4db2-98c0-189c1c91e991
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
Pitkin County Procurement
procurement@pitkincounty.com
Procurement Specialist
Pitkin County
Security Level: Email, Account Authentication
(None)
Sent: 1/26/2024 1:03:10 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Carbon Copy Events Status Timestamp
Accounts Payable
AP@pitkincounty.com
Accounts Payable
Pitkin County
Security Level: Email, Account Authentication
(None)
Sent: 1/26/2024 1:03:10 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 1/19/2024 12:16:14 PM
Certified Delivered Security Checked 1/26/2024 1:02:57 PM
Signing Complete Security Checked 1/26/2024 1:03:08 PM
Completed Security Checked 1/26/2024 1:03:10 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.
By checking the 'I Agree' box, I confirm that:
I am establishing my intent to be bound to the transaction, and indicating that I am fully
aware of the purpose for which the signature is being provided.
I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF
ELECTRONIC RECORD AND SIGNATURE DISCLOSURES document; and
I can print on paper the disclosure or save or send the disclosure to a place where I can
print it, for future reference and access; and
Until or unless I notify Pitkin County as described above, I consent to receive from
exclusively through electronic means all notices, disclosures, authorizations,
acknowledgments, and other documents that are required to be provided or made
available to me by Pitkin County during the course of my relationship with you.
Signing Documents without a Pitkin County DocuSign Account:
Pitkin County may not require all document signers to be authorized users of the Pitkin County
DocuSign Account. 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. When you don't have a DocuSign account, you will be provided the opportunity to
agree to the Legal Disclosure each time you open an "envelope" for signing, at this time, you can
download and retain this disclosure. Pitkin County will forward completed documents that
you've reviewed, processed or signed via email. Should you require copies of these signed
documents (e.g., if they get deleted from your email account) you should request those
documents from Pitkin County under the Colorado Open Records Act by contacting the Pitkin
County custodian who sent you the document for signature.
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: Steven J. Healy
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. After such time, if you wish for us to send you paper or
electronic copies of any such documents from our office to you, you may be charged a per-page
fee. You may request delivery of such paper or electronic copies from us by following the
procedure described below.
Withdrawing your consent
If you are an authorized DocuSign Account holder, you can decide to receive notices and
disclosures from us electronically, you may at any time change your mind and tell us that
thereafter you want to receive required notices and disclosures only in paper format. Described
below is the process for informing us of your decision to receive future notices and disclosure in
paper format and also how to withdraw your consent to receive notices and disclosures
electronically.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. To indicate to us that you are changing your mind, you must
withdraw your consent using the DocuSign 'Withdraw Consent' form on the signing page of your
DocuSign account. This will indicate to us that you have withdrawn your consent to receive
required notices and disclosures electronically from us and you will no longer be able to use your
DocuSign user account to receive required notices and consents electronically from us or to sign
electronically documents from us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through your DocuSign user account all required notices, disclosures,
authorizations, acknowledgments, and other documents that are required to be provided or made
available to you during the course of our relationship with you. To reduce the chance of you
inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures
electronically from us.
How to contact Pitkin County:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to Helpdesk@provelocity.com
To advise Pitkin County of your new e-mail address
To let us know of a change in your e-mail address where we should send notices and disclosures
electronically to you, you must send an email message to us at Helpdesk@provelocity.com and
in the body of such request you must state: your previous e-mail address, your new e-mail
address .
In addition, you must notify DocuSign, Inc to arrange for your new email address to be reflected
in your DocuSign account by following the process for changing e-mail in DocuSign.
To request paper or electronic copies from Pitkin County
To request delivery from us of paper or electronic copies of the notices and disclosures
previously provided by us to you electronically, you should request those documents from Pitkin
County under the Colorado Open Records Act by contacting the Pitkin County custodian who
sent you the document for signature.
To withdraw your consent with Pitkin County
To inform us that you no longer want to receive future notices and disclosures in electronic
format you may:
i. decline to sign a document from within your DocuSign account, and on the subsequent
page, select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an e-mail to Helpdesk@provelocity.com and in the body of such a request, you
must state your e-mail, full name, Postal Address, telephone number, and account
number.