HomeMy WebLinkAboutbocc.con.amended.163.23 C-58/30/2021 CDD
Contract Information
Contract Number
Project Name
Contractor
Budget Line Item 10016100.531000
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 Suzanne Wolff County Representative
Phone (970) 920-5093
Provide a brief description of the Contract or Change Order:
Contract Value Summary:
$ 688,655.00
$ -
$ -
$ 688,655.00
Community Development
Task Order to perform analysis and reporting services for housing/employment impact.
Original Contract Amount
Previous Change Order/Amendment Amount
This Change order/Amendment amount
Contract Total
No
Housing/Employment Impact Analysis
Design Workshop
$ 688,655.00
Additional Budget Line
Item(s)
(Please fully allocate New Contract Total)
$ -
$ -
$ -
$ 688,655.00
Formal
Services/Maintenance
7/8/2024
7/7/2025
Task Order
163.23 C-5
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
Master Service Agreement #: 163.23 Rev: 2018-10-10 btf
1
TASK ORDER
Task Order/Project Name: Housing/Employment Impact Analysis Task Order Number: 163.23 C-5 Task Order Budget Line Item: 10016100-531000
OWNER: CONTRACTOR:
Pitkin County Design Workshop Suzanne Wolff – Community Development Jessica Garrow, Principle 530 E Main Street, Suite 205 22860 Two Rivers Road, Unit #1 Aspen, CO 81611 Basalt, CO 81621
Phone: (970) 920-5093 Phone: (970) 925-8354
suzanne.wolff@pitkincounty.com jgarrow@designworkshop.com PROJECT NAME: Housing/Employment Impact Analysis
START DATE: July 8, 2024
END DATE: July 7, 2025 The Implementation of Community Growth Committee Recommendations (the “Agreement”) dated October 25, 2023 between the Board of County Commissioners of Pitkin County (the “County”) and
Design Workshop 22860 Two Rivers Road, Unit #1 Basalt, CO 81621 (the “Contractor”), shall include the
following services.
1. Contractor’s Obligations. Contractor shall complete the analysis and reporting services listed in the attached Proposal (“Attachment A”) to assess and report on the impact of housing/employment as part of
the Community Growth Committee Recommendations Project. This includes:
Task 207: Phase 2 Housing/Employment Impact Analysis Task 207: Phase 2 Housing/Employment Impacts: Technical Analysis Part 1 – Construction Employment Impacts for New Residential Square Footage Task 207: Phase 2 Housing/Employment Impacts: Technical Analysis Parts 2 – Operations &
Maintenance Employment Impacts for New Residential Square Footage
Task 207: Phase 2 Housing/Employment Impacts: Technical Analysis Part 3 – Construction Employment Impacts for Remodels Task 207: Phase 2 Housing/Employment Impacts: Technical Analysis Part 4 – Operations & Maintenance Employment Impacts for Remodels
Task 407: Phase 4 Nexus Study – Housing/Employment Impact Analysis
2. 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 1 of this Task Order. It is expressly understood and agreed that in no event will the
Master Service Agreement #: 163.23 Rev: 2018-10-10 btf
2
total compensation and reimbursement to be paid hereunder exceed the sum of Six Hundred Eighty-Eight Thousand Six Hundred Fifty-Five dollars and Zero cents ($688,655.00) for all services rendered. By Task Order or Task Order 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, but any payment by the County may be offset by any amount the Contractor owes the County for any reason.
Any invoices not sent in the following manner may have payment delayed. All invoices for this Task Order shall reference Task Order 163.23 C-5 and Housing/Employment Impact Analysis. Invoices shall be sent electronically in PDF format to alex.sanchez@pitkincounty.com. 3. Pitkin County’s Obligations. Pitkin County shall administer this contract through a County
Representative. Suzanne Wolff, Community Development Director will manage the project as the County’s Representative. 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.
4. Formation of Task Order. This Task Order is issued in accordance with the provisions of the Agreement. Contractor agrees to provide services subject to the terms of this Task Order and for the avoidance of doubt this Task Order consists of the terms set out in the Agreement. In all other respects the Agreement is in full force and effect and remains unchanged by this Task Order. DESIGN WORKSHOP
________________________________________________
!#VENDOR SIGNATURE#! Date PITKIN COUNTY, COLORADO
RECOMMENDED FOR APPROVAL:
_________________________________________________ !#DEPARTMENT REPRESENTATIVE#!Date
MANAGER APPROVAL:
________________________________________________ !#COUNTY MANAGER#! Date
Richard Neiley
Asst. County Attorney
Jul-16-2024
Jessica Garrow
Jul-18-2024
Principal
Jul-18-2024
Deputy County Manager
kara silbernagel
Design Workshop, Inc. Landscape Architecture Planning Urban Design Strategic Services Environmental Graphic Design 22860 Two Rivers Road #1 Basalt, Colorado 81621 970.925.8354designworkshop.com
Richard Y. Neiley III
Assistant Pitkin County Attorney
Pitkin County, Colorado
970-920-5192
Richard.Neiley@pitkincounty.com
cc: Kara Silbernagel
Additional Services for: Implementation of Community Growth Committee Recommendations Project
Phase III
Pitkin County Contract Control Number: 163.23
Add Service Number X
Dear Mr. Neiley,
This letter is to identify the scope of work requested by and on behalf of the Pitkin County Attorney’s
Office regarding the matters detailed below. The information contained in this letter is intended for use
by the Pitkin County Attorney’s Office only and will not be released to any other party without
permission from Pitkin County.
Task 207 Phase 2 Housing / Employment Impact Analysis: Case Study Review ($19,650)
Purpose: The County has an established residential linkage program that has been recognized for its
ability to generate fees for affordable housing, based on the employees generated for construction of
homes as well as the operation and maintenance of these homes. At this time, the County is looking
to update the employment generation standards within the existing framework. Key questions include:
●How have employment generation rates changed in the past decade, what factors are
driving these changes, and what are the new rates?
●How does the County’s current and proposed set of residential employment generation rates
compare with peer communities?
●In contrast with the City of Aspen, what are Aspen’s residential employment generation rates
and linkage fees, and are there considerations Pitkin County should take into account
relative to the City’s program?
Teaming: To address these questions, Design Workshop (DW) will integrate the efforts of Economic
& Planning Systems (EPS) and RRC Associates (RRC) to provide updated factors for the County. In
addition to the efforts from these consulting firms, the process will provide for input from County staff
as well as opportunities for community engagement, as determined by the County over the course of
the project. The information collected from any engagement will be used to inform the County and
ensure that the analyses addresses all relevant questions and provides sufficient technical rigor to
pass muster with local constituents.
Attachment A
Design Workshop, Inc.
2
Scope: EPS will summarize the method each jurisdiction uses for mitigation rates and the
corresponding fee structure. For any programs that differ from the historic approach used by the
County, EPS will provide an evaluation of the comparative effectiveness of each, with an emphasis on
simplicity, ease of implementation, accuracy, and impact.
One peer community of significance is the City of Aspen. The work will include a summary of current
standards for residential linkage, including a description of recent work related to policy on basement
square footage. EPS will provide a summary of standards for the City, the County’s existing terms,
and the County’s proposed standards for comparison purposes. EPS will highlight where significant
discrepancies exist, if there is a basis for different approaches, and what, if any, actions are needed to
align approaches.
EPS will summarize the Peer Community Research and will include a context overview with each
jurisdiction to enable the County to understand the relative similarities by calculating factors such as
housing & population, employment, second homeowner presence, short-term rental presence,
commute shed for labor (distance and time for top five communities), and average home value. The
purpose of the context is to show how local Pitkin metrics compare to those of peer communities
through the lens of these metrics, and to show why Pitkin should mirror (or differ) from this set.
Tasks:
A. DW, EPS, and RRC will host a 1-hour kick-off meeting with County staff to review the case
study work program and clarify the questions driving the study, process and timeline, scope
and limitations.
B. EPS will document the approach, employee generation rates, and mitigation requirements of
up to five communities similar to Pitkin County. Examples include:
a. City of Aspen, CO;
b. Teton County/Town of Jackon, WY;
c. San Miguel County/Towns of Telluride and Mountain Village, CO;
d. Summit County/Park City, UT;
e. El Dorado/Placer Counties to capture impacts from Palisades Tahoe, Northstar and
Heavenly in the Lake Tahoe region; and
f. Gunnison County/Towns of Crested Butte and Mount Crested Butte.
C. Report describing each of the five selected communities, including an executive summary,
tables and graphs (up to 5 anticipated, if needed). This will be delivered in Microsoft Word
(Google Document preferred) for one round of review with County Staff. Anticipated to be 10-
15 pages in length.
D. Final Report to be provided in PDF format. (Note: The Final Report will contain the Case
Study analysis and all four Parts of the Technical Analysis.)
Task 207 Phase 2 Housing / Employment Impacts: Technical Analysis
Part 1 – Construction Employment Impacts for New Residential Square Footage ($17,450)
Purpose: In conjunction with the peer community work, EPS and RRC will advance an effort to
estimate employment generation associated with construction of new residential square footage
(includes new units, replacement units and additions). (Note that construction employment
associated with residential remodels is addressed in Technical Analysis Part 3.)
Design Workshop, Inc.
3
Teaming: To address these questions, Design Workshop (DW) will integrate the efforts of Economic
& Planning Systems (EPS) and RRC Associates (RRC) to ensure that the analysis addresses all
relevant questions and provides sufficient technical rigor to pass muster with local constituents.
Scope: EPS and RRC will utilize the following methods to estimate employment generation
associated with construction of new residential square footage:
● Use of secondary data on construction volumes and employment. This methodology would
involve the use of secondary data on construction volumes (e.g., square footage and/or
value) and construction employment, and result in the derivation of employees (or employee-
years) per square foot constructed (and/or per $1000 in value constructed). Past studies
have used a blend of methodologies to derive and cross-check estimates of construction
employment generation. We would anticipate using a similar mix of approaches to develop
updated employment generation estimates.
● Consistent with historic employment generation studies in the Roaring Fork Valley, the
employment generation estimates would include employment associated with the
construction industry (general contractors and specialty trade contractors).
● The estimates will exclude employment in allied industries, e.g., architectural and
engineering services, building materials wholesalers and retailers, utility providers, etc.
(insofar as employment impacts and housing mitigation requirements of those activities are
assumed to be assigned to development of commercial square footage in Pitkin County or
downvalley).
● Interviews with contractors regarding employment patterns. If requested by the County, the
consulting team can interview between three to five contractors who can speak to the
number of direct employees and subcontractor employees required over the construction
period of a home that is nearing completion. It is advised to select representative homes with
similar levels of finish out and value per square foot, yet differences in terms of size (with
something analogous to small, medium, and large homes, calibrated to the local context).
The consultant team would rely on the County to identify these representative homes and
contact the general contractor for willingness to participate.
● Records the County collected during COVID. We understand that the County required
contractors to document the number of workers on site over the course of the pandemic,
which provides a data base that can be sorted based on size of the project. It includes a
delineation of all subcontractors on the project (which can entail up to 30 to 35 various
companies). The data will be compared to the other sources to calibrate actual performance
in terms of workers required to build homes.
Tasks:
A. DW, EPS, and RRC will host a 1 to 2 hour kick-off meeting with County staff to review the
work program for the four Parts (1 thru 4) of the Technical Analysis and clarify the questions
driving each component of the study, process, timeline, scope, and limitations.
a. Note that each of the four Parts of the Technical Analysis will be analyzed
individually, but the above meeting and the final report will address all four Parts
collectively.
B. EPS and RRC will create a report outlining study methodology, data sources and key points
of information to be collected from stakeholder interviews. The report will include an executive
summary, tables and graphs (up to 5-10 anticipated, if needed). This will be delivered in
Design Workshop, Inc.
4
Microsoft Word (Google Document preferred) for one round of review with County Staff.
Anticipated to be 10-15 pages in length.
C. Final Report to be provided in PDF format. (Note: The Final Report will contain the Case
Study analysis and all four Parts of the Technical Analysis.)
Task 207 Phase 2 Housing / Employment Impacts: Technical Analysis
Part 2 - Operations & Maintenance Employment Impacts for New Residential Square Footage
($30,000)
Purpose: Building on the work conducted under Phase 2 Technical Analysis Part 1, EPS and RRC
will evaluate the on-site operation and maintenance (O&M) of new residential square footage
(includes new units, replacement units and additions). (Note that operations and maintenance
employment associated with residential remodels is addressed in Task 207 Part 4.)
Teaming: To address O&M impacts, Design Workshop (DW) will integrate the efforts of Economic &
Planning Systems (EPS) and RRC Associates (RRC) to ensure that the analysis addresses all
relevant questions and provides sufficient technical rigor to pass muster with local constituents.
Scope: EPS and RRC will utilize the following methods to calculate the employment impacts
associated with the on-site operation and maintenance of homes:
• Use of secondary data on O&M employment. This category of employment is intended to
encompass services delivered at or to a home after it is constructed, e.g. home maintenance
(repair, landscaping, snow removal, etc.), rental management, security, operations and
maintenance of community amenities, miscellaneous services purchased by the homeowner
(catering, pet sitter, childcare), etc.. For this approach, the team will derive estimates of
employment associated with home operations and upkeep via the use of secondary
economic data sources. The approach will in part use IMPLAN-based modeling to calculate
employment associated with homeowner expenditures on home operations and upkeep, as
well as employment and commuting data for Pitkin County and the Roaring Fork Valley.
• Past county interviews with property managers. We understand that the County can share
information from past interviews with property managers. We will incorporate findings and
insights from those interviews to the extent applicable and feasible.
• New interviews with property managers. If requested by the County, the consulting team
can interview or survey between three to five property managers who can speak to the
number of direct employees and subcontractor employees required to operate and maintain
homes after construction. We would initially anticipate asking the property managers to
provide employment data (and/or billings, which could be converted to employment) for a
selection of representative homes with similar levels of finish and value per square foot, yet
differences in terms of size (with something analogous to small, medium, and large homes,
calibrated to the local context). The interviews would also seek to identify the drivers of O&M
costs and how those drivers might vary by home size; whether the County’s home energy
efficiency code requirments tend to increase or decrease O&M employment; and whether
remodeling a home tends to be associated with a change in O&M employment (relevant to
Technical Analysis Part 4 to follow). The consultant team would rely on the County to recruit
property managers to participate.
Design Workshop, Inc.
5
• Square footage breakpoints. If requested by the County, we will examine O&M employment
associated with home square footage breakpoints (e.g. 5750 sqft, 3250 sqft, etc.), in case
the County wishes to apply different O&M calculation methods to homes of different sizes.
We would note that this would likely require the utilization of historic homeowner survey data,
which is 10-20+ years old in Aspen and Pitkin County. Alternatively, this analysis could be
conducted using data from a new homeowner survey (discussed later in Part 4).
Tasks:
A. DW, EPS, and RRC will host a 1 to 2 hour kick-off meeting with County staff to review the
technical analysis work program and clarify the questions driving the study, process and
timeline, scope and limitations. (Note: This will be part of the kickoff discussion identified in
Part 1 previously.)
B. EPS and RRC will create a report outlining study methodology and use of secondary data on
O&M employment data sources. The report will include an executive summary, tables and
graphs (up to 5-10 anticipated, if needed). This will be delivered in Microsoft Word (Google
Document preferred) for one round of review with County Staff. Anticipated to be 10-15 pages
in length.
C. Final Report to be provided in PDF format. (Note: The Final Report will contain the Case
Study analysis and all four Parts of the Technical Analysis.)
D. DW, EPS, and RRC will host a “Mid-Course” Staff Workshop (#1) prior to moving forward with
additional tasks. The team will meet with County staff and review the results from Peer
Community research and Construction factors. The purpose is to clarify policy implications
and ensure that the research effort is targeted at the issues the BOCC is seeking to clarify.
Task 207 Phase 2 Housing / Employment Impacts: Technical Analysis
Part 3 - Construction Employment Impacts for Remodels ($16,275)
Purpose: EPS and RRC will estimate construction employment associated with residential remodels.
Teaming: Design Workshop (DW) will integrate the efforts of Economic & Planning Systems (EPS)
and RRC Associates (RRC) to ensure that the analysis addresses all relevant questions and provides
sufficient technical rigor to pass muster with local constituents.
Scope: EPS and RRC will utilize the following methods to estimate employment generation
associated with the construction of residential remodels:
● Use of secondary data on construction volumes and employment. This methodology would
involve the use of secondary data on construction volumes (e.g., value) and construction
employment, and result in the derivation of employees (or employee-years) per unit of
construction value. The estimates would be developed in parallel with the estimates of
construction employment for new residential units (discussed in Part 1 previously), to ensure
consistent and holistic use of underlying datasets (including building permit and construction
employment databases).
● Consistent with the employment estimates for new square footage, the employment
estimates for remodels would include employment associated with the construction industry
(general contractors and specialty trade contractors). The estimates will exclude employment
in allied industries, e.g., architectural and engineering services, building materials
Design Workshop, Inc.
6
wholesalers and retailers, utility providers, etc. (insofar as employment impacts and housing
mitigation requirements of those activities are assumed to be assigned to development of
commercial square footage in Pitkin County or downvalley).
● Interviews with contractors regarding employment patterns. If requested by the County, the
consulting team can interview between three to five contractors who can speak to the
number of direct employees and subcontractor employees required for the remodel of a
home. It is advised to select representative homes that have undergone levels of remodeling
which are representative of activity occurring in the County and/or which in aggregate are
likely to account for the greatest levels of construction employment in the County. The
consultant team would rely on the County to identify these representative homes and contact
the general contractor for willingness to participate.
● Records the County collected during COVID. Similar to the new construction analysis noted
in Technical Analysis Part 1 previously, this analysis would focus on documented on-site
employees for major remodels.
● Combined remodels and additions. We would note that this category of construction activity
would likely warrant special consideration, insofar as it could overlap with and influence the
approach(es) used to estimate employment generation for new construction and for
remodels that do not involve an addition.
Tasks:
A. DW, EPS, and RRC will host a 1 to 2 hour kick-off meeting with County staff to review the
technical analysis work program and clarify the questions driving the study, process and
timeline, scope and limitations. (Note: This will be part of the kickoff discussion identified in
Part 1 previously.)
B. EPS and RRC will create a report outlining study methodology, data sources and key points
of information from stakeholder interviews. The report will include an executive summary,
tables and graphs (up to 5-10 anticipated, if needed). This will be delivered in Microsoft Word
(Google Document preferred) for one round of review with County Staff. Anticipated to be 10-
15 pages in length.
C. Final Report to be provided in PDF format. (Note: The Final Report will contain the Case
Study analysis and all four Parts of the Technical Analysis.)
D. DW, EPS, and RRC will host a “Mid-Course” Staff Workshop (#3) prior to moving forward
with additional tasks. The team will meet with County staff and review the results from
Peer Community research and Construction factors. The purpose is to clarify policy
implications and ensure that the research effort is targeted at the issues the BOCC is
seeking to clarify.
Task 207 Phase 2 Housing / Employment Impacts: Technical Analysis
Part 4 - Operations & Maintenance Employment Impacts for Remodels ($28,500 Phase I,
Additional $40,000 for Phase II, if authorized, plus DW management cost).
Purpose: EPS and RRC will evaluate on-site operation and maintenance (O&M) employment impacts
that stem from major remodels.
Teaming: To address O&M impacts, Design Workshop (DW) will integrate the efforts of Economic &
Planning Systems (EPS) and RRC Associates (RRC) to ensure that the analysis addresses all
relevant questions and provides sufficient technical rigor to pass muster with local constituents.
Design Workshop, Inc.
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Scope: EPS and RRC will utilize the following methods to calculate the on-site operation and
maintenance employment stemming from remodels:
• Assess scope with staff and conduct applicable analyses. We understand that Pitkin County
is interested in understanding O&M employment attributable to homes that undergo a
remodel. The scope for this Part of the Technical Analysis will depend on the specific
scenario(s) of interest, outlined below.
A. Homes which have NOT been subject to O&M employment mitigation previously. We
understand that the County wishes to address O&M impacts for homes which haven’t
previously been subject to O&M mitigation, but which become subject to O&M mitigation
requirements by virtue of undergoing a remodel. We also understand that for such
units, the County envisions assessing O&M mitigation in the same manner as it would
assess O&M mitigation for a new-build residential unit (discussed in Part 2). For this
segment of homes, it is likely that little extra work is needed beyond that outlined in Part
2, e.g. addressing possible nuances in applying O&M mitigation to remodels (as
distinguished from new builds).
B. Homes which HAVE been subject to O&M employment mitigation previously. This
category of mitigation would focus on incremental O&M employment that might be
generated by a home as a result of a remodel, above and beyond the O&M employment
that the home generated prior to a remodel. Our past survey-based studies in mountain
resort communities have demonstrated a relationship between O&M employment and
home value per square foot (a potential proxy for remodels), after holding square
footage constant. Should Pitkin County be interested in evaluating this category of O&M
employment, we would suggest the following approach:
o Preliminary assessment of benefits of further analysis. We will re-analyze our
historic survey data in multiple mountain communities (including Aspen and Pitkin
County) on the relationship between O&M employment and home value per square
foot, along with data on remodeling activity. This initial step would be taken to help
the County understand the potential incremental O&M impacts from remodels,
using the relationship between O&M employment and value per square foot of
homes as a proxy for the O&M employment effects of a remodel. This could help
the County decide if the benefits of mitigating incremental O&M employment would
be sufficient to warrant the costs.
o Should the County wish to develop estimates of incremental O&M employment
attributable to remodels using secondary data, the consultant team will use the best
methodologies available to quantify impact and will work transparently with the
County to convey the results. It is important to recognize that effort relies on data-
driven results and that the outcome of the study may or may not include
recommendations that enable the County to adopt mitigation standards that cover
operations and maintenance stemming from remodels.
o Phase II (requires authorization by Pitkin County and $40,000 budget) Evaluate
O&M impacts via a homeowner survey. The homeowner surveys discussed above
are in some cases 10 to 20+ years old. A new homeowner survey could be
considered to develop more current and targeted numbers for incremental O&M
employment mitigation associated with remodels. Should the County wish to
proceed, the study team will conduct a homeowner survey designed to measure the
Design Workshop, Inc.
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incremental O&M employment impacts associated with differences in value per
square footage, and (to the extent feasible) with remodels.
Tasks:
A. DW, EPS, and RRC will host a 1 to 2 hour kick-off meeting with County staff to review the
technical analysis work program and clarify the questions driving the study, process and
timeline, scope and limitations. (Note: This will be part of the kickoff discussion identified in
Part 1 previously.)
B. EPS and RRC will create a report outlining study methodology and use of data on O&M
employment data sources. The report will include an executive summary, tables and
graphs (up to 5-10 anticipated, if needed). This will be delivered in Microsoft Word (Google
Document preferred) for one round of review with County Staff. Anticipated to be 10-15
pages in length.
C. Final Report to be provided in PDF format. (Note: The Final Report will contain the Case
Study analysis and all four Parts of the Technical Analysis.)
D. DW, EPS, and RRC will host a “Mid-Course” Staff Workshop (#2) prior to moving forward
with additional tasks. The team will meet with County staff and review the results from
Peer Community research and Remodel factors. The purpose is to clarify policy
implications and ensure that the research effort is targeted at the issues the BOCC is
seeking to clarify.
Task 407 Phase 4 Nexus Study - Housing / Employment Impact Analysis ($24,000)
Purpose: Conduct a Nexus Study that the County can rely on to justify proposed changes to land use
regulations.
Teaming: DW, EPS, and White & Smith LLC.
Scope: EPS will draft a Nexus Study, working with legal team members, specifically White & Smith
LLC. The team utilize the following methods to conduct the study:
● The effort will use the size of the home (as opposed to value) as the key factor to determine
mitigation terms.
● Use of structure will not be a consideration, given the fact that the use of a home can change
over time, i.e., local resident, part-time resident, short term rental, etc.
● For the current research, the focus will be on employment correlated to an increase in home
size and/or home value, specifically addressing new construction, demo/rebuilds, additions,
and remodels.
● Employment related to commercial uses is not included in this scope.
Tasks:
A. Up to two (2) 30-minute coordination meetings with County Data Team Staff.
B. Up to three (3) 30-minute research meetings with County Staff.
C. EPS, and White & Smith LLC will create a report outlining Nexus Study methodology, data
sources and key points of information related to study findings, and recommendations. The
report will include an executive summary, tables and graphs (up to 5-10 anticipated, if
needed). This will be delivered in Microsoft Word (Google Document preferred) for one round
of review with County Staff. Anticipated to be 10-15 pages in length.
D. Final Report to be provided in PDF format.
Design Workshop, Inc.
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Note: the work performed in these Tasks will interface with Community Stakeholders. Community
engagement tasks are identified in a different Task Order.
By signing this letter, you are authorizing Design Workshop, Inc. to commence services immediately
for a fee of $137,075 for work under Tasks 207 and 407 as identified above. Note that a $40,000
survey effort is not included and will require separate authorization after client review of data
sufficiency. The stated fee includes a direct cost of $1,200 for data acquisition but does not include
reimbursable expenses (printing, photography, and travel) which will be billed at cost plus 15% for
handling.
The contract conditions of existing Agreement dated 10/25/23 shall be binding on these additional
services unless modified herein. The following is a summary of the fees associated with this effort.
Phase I Amount: $237,500
Additional Phase I and Interim Phase II Services: $100,000
Net Parcel / FAR $55,000
GMQS $61,515
TDR $82,565
GHG VMT $15,000
This Task Order: Housing Analysis $137,075
Total New Contract Amount: $688,655
Please call me at 970-399-1404 if you have any questions regarding this request for additional
services.
Sincerely,
DESIGN WORKSHOP, INC.
Jessica Garrow
Principal
APPROVED BY CLIENT:
By: Date:
Title:
Certificate Of Completion
Envelope Id: 85D21912191746F3B68411C0CF18A068 Status: Completed
Subject: Design Workshop | Pitkin County Task Order 163.23 C-5 for Review and Signature
Source Envelope:
Document Pages: 12 Signatures: 3 Envelope Originator:
Certificate Pages: 5 Initials: 0 Pitkin County Procurement
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Time Zone: (UTC-07:00) Mountain Time (US & Canada)
530 East Main Street
Suite 203
Aspen, CO 81611
Procurement@PitkinCounty.com
IP Address: 69.170.199.221
Record Tracking
Status: Original
7/16/2024 11:34:02 AM
Holder: Pitkin County Procurement
Procurement@PitkinCounty.com
Location: DocuSign
Signer Events Signature Timestamp
Richard Neiley
richard.neiley@pitkincounty.com
Asst. County Attorney
Security Level: Email, Account Authentication
(None)Signature Adoption: Drawn on Device
Using IP Address: 24.9.205.95
Signed using mobile
Sent: 7/16/2024 11:36:54 AM
Viewed: 7/16/2024 5:23:18 PM
Signed: 7/16/2024 5:23:31 PM
Electronic Record and Signature Disclosure:
Accepted: 7/18/2024 6:26:36 AM
ID: 49090da6-2447-4a6a-ab6c-7f3fd4040f51
Company Name: Pitkin County, Colorado
Jessica Garrow
jgarrow@designworkshop.com
Principal
Design Workshop
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 63.246.134.250
Sent: 7/16/2024 5:23:32 PM
Viewed: 7/18/2024 3:29:00 PM
Signed: 7/18/2024 3:30:03 PM
Electronic Record and Signature Disclosure:
Accepted: 7/18/2024 3:29:00 PM
ID: 5a658385-834f-4df9-ac2a-39bf70f42244
Company Name: Pitkin County, Colorado
kara silbernagel
kara.silbernagel@pitkincounty.com
Deputy County Manager
Pitkin County Colorado
Signing Group: County Manager Group
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 73.203.8.247
Sent: 7/18/2024 3:30:05 PM
Viewed: 7/18/2024 3:32:48 PM
Signed: 7/18/2024 3:33:08 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
Pitkin County Procurement
procurement@pitkincounty.com
Procurement Specialist
Pitkin County
Security Level: Email, Account Authentication
(None)
Sent: 7/18/2024 3:33:09 PM
Resent: 7/18/2024 3:33:14 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Accounts Payable
AP@pitkincounty.com
Accounts Payable
Pitkin County
Security Level: Email, Account Authentication
(None)
Sent: 7/18/2024 3:33:10 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Nicole Rebeck-Stout
nicole.rebeck-stout@pitkincounty.com
Deputy Director of Community Development
Security Level: Email, Account Authentication
(None)
Sent: 7/18/2024 3:33:11 PM
Viewed: 7/18/2024 3:51:31 PM
Electronic Record and Signature Disclosure:
Accepted: 6/21/2024 4:42:13 PM
ID: d5ba6aaa-4950-4313-81af-fc3b7498b773
Company Name: Pitkin County, Colorado
Suzanne Wolf
suzanne.wolff@pitkincounty.com
Director
Security Level: Email, Account Authentication
(None)
Sent: 7/18/2024 3:33:11 PM
Electronic Record and Signature Disclosure:
Accepted: 7/17/2024 3:40:10 PM
ID: 9aa29b46-20d3-4c5a-b794-46ff01cb807b
Company Name: Pitkin County, Colorado
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 7/16/2024 11:36:55 AM
Envelope Updated Security Checked 7/16/2024 12:12:25 PM
Certified Delivered Security Checked 7/18/2024 3:32:48 PM
Signing Complete Security Checked 7/18/2024 3:33:08 PM
Completed Security Checked 7/18/2024 3:33:11 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: Richard Neiley, Jessica Garrow, Nicole Rebeck-Stout, Suzanne Wolf
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.