HomeMy WebLinkAboutbocc.con.amended.163.23 C-48/30/2021 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:
$ 61,515.00
$ -
$ -
$ 61,515.00
Community Development
Task Order to perform analysis and reporting services for a Growth Management Quota System
Original Contract Amount
Previous Change Order/Amendment Amount
This Change order/Amendment amount
Contract Total
No
Growth Management Quota System Analysis
Design Workshop
$ 61,515.00
Additional Budget Line
Item(s)
(Please fully allocate New Contract Total)
$ -
$ -
$ -
$ 61,515.00
Formal
Services/Maintenance
6/17/2024
6/16/2025
Task Order
163.23 C-4
Pitkin County
Procurement Cover Sheet
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Master Service Agreement #: 163.23 Rev: 2018-10-10 btf
1
TASK ORDER
Task Order/Project Name: Growth Management Quota System ("GMQS") Task Order Number: 163.23 C-4 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: GROWTH MANAGEMENT QUOTA SYSTEM ("GMQS")
START DATE: June 17, 2024
END DATE: June 16, 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 transition to a Growth Management Quota
System (“GMQS”) as part of the Community Growth Committee Recommendations Project. This
includes: Task 204: Technical Analysis Task 304: Phase 3 Relationship Analysis Task 404: Phase 4 Scenario Refinement
Task 504: Phase 5 Recommendations Report
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
total compensation and reimbursement to be paid hereunder exceed the sum of Sixty-One
Thousand Five Hundred Fifteen dollars and Zero cents ($61,515.00) 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
Master Service Agreement #: 163.23 Rev: 2018-10-10 btf
2
(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-4 and Growth Management Quota System ("GMQS"). 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
Jun-26-2024
Suzanne Wolf
Director
Jun-26-2024
Jessica Garrow
Principal
kara silbernagel
Jun-26-2024
Deputy County Manager
Design Workshop, Inc.
Landscape Architecture
Planning
Urban Design
Strategic Services
Environmental Graphic Design
22860 Two Rivers Road #1
Basalt, Colorado 81621
970.925.8354
designworkshop.com
June 14, 2024
Kara Silbernagel
Deputy County Manager
Pitkin County
p: (970) 471-8870
kara.silbernagel@pitkincounty.com
Task Order for: GMQS
Pitkin County Contract Control Number: 163.23
Dear Ms. Silbernagel,
This letter is a request for approval for a Task Order associated with Implementation of Community Growth
Committee Recommendations Project (Vision 2050) located in Pitkin County, Colorado. Based on our
conversation with you on 4/18/2024 we understand that the following services under Phase 2, 3, 4, and 5,
require approval under a task order request in order for the project team to meaningful move forward with next
steps:
The project milestones for every task are outlined in the Data Framework:
●case studies + staff workshop
●relationship analysis + focus group
●scenario modeling + focus group + staff workshop
Task 204 Technical Analysis – GMQS Analysis and Case Study Review ($15,960)
Purpose:Review historical data from 2010 to present in order to determine trends in Pitkin County over time and
review recommended changes from the CGAC to the overall Growth Management Quota System (GMQS) including
how square footage allotments are made and what types of development are subject to GMQS. GMQS is foundational
to all of the County’s existing land use regulations, and findings from the CGAC indicate that the current system does
not need an overhaul but should be revised to better achieve the County’s goals. Currently, the GMQS competition is for
(1) new lots/parcels and (2) additional floor area. More specifically, the CGAC highlighted keeping the GMQS
competition as a tool for pacing new subdivisions/development but exploring the option to remove the competition for
additional floor area. The CGAC also identified that the current system is underutilized due to the relative certainty and
faster process offered by Transferable Development Rights (TDRs).
The County is also interested in understanding how peer communities use growth management quota systems or other
programs to manage growth, with a focus on regional, national, and global examples that are relevant to Pitkin County’s
rural area profile and residential economy. The case study approach will enable the team to understand how GMQS
tools are utilized in other relevant communities. Focus groups and staff would be engaged at this step to review the
findings and discuss potential relevance for Pitkin County (Focus Groups are included in Task Order B-1-A ,
Community Engagement).
Teaming:Design Workshop, Alan Richman and White & Smith will lead this analysis, with GBSM providing
support through the Data Team. Coordination with Pitkin County Community Development Staff to provide input
to this research process, as outlined in the scope below.
Scope:Design Workshop will lead team research on GMQS focusing on the possibility of maintaining the
current quota while revising scoring and competition to reflect the current goals and values of Pitkin County
Attachment A
Vision 2050.Additional considerations will be given to innovative growth management policies,encouraging
reductions in development impacts,and the potential for a tiering system that relates to square footage where
applications of growth management apply beyond the typical use of an urban growth boundary and which may
consider factors such as size,amenities and environmental impacts.
Tasks:
A.Utilize existing available information and data from Pitkin County to research the GMQS program and
its associated exemptions,looking at all allocation types,including demolition permits,to determine a
baseline.
B.Review of up to six total case studies.Specific Communities /Case Study locations to be approved
by Pitkin County prior to report drafting.
C.This research will include meetings with Pitkin County Community Development staff to inform the
research.
D.Continued coordination outside of PMT meetings via phone or email including engagement with Pitkin
County's Data Team as needed.
E.Analysis of GMQS-related recommendations in the CGAC Recommendations report,including but
not limited to:allowable floor area and square footage cap,tiering system,square footage quota
system (SFQS),CDU exemptions from GMQS/SFQS/square footage cap,etc.
F.Summary of State legislative landscape for quotas.
Deliverables:
A.Kick-off meeting with County staff –Design Workshop,Alan Richman Planning,and White &Smith
anticipated to be in attendance.
B.Up to two (2)30-minute coordination meetings with County staff.
C.Up to three (3)30-minute research meetings with County staff.
D.Design Workshop will assemble a report describing findings including an executive summary,tables
and graphics (up to 5 anticipated,if needed).Report should provide adequate information to feed
into the Pitkin County Vision 2050 Data Framework,as needed,and will include summaries on case
studies.This will be delivered in Microsoft Word (Google Document preferred)for one round of
review with County Staff.Anticipated to be 5-10 pages in length.
E.Final report with tables /graphics to be provided in PDF format.
F.Presentation slides formatted using Google Slides for use in public and BOCC /Planning
Commission presentations.Up to ten (10)slides are anticipated.
Task 304 Phase 3 Relationship Analysis -GMQS Analysis ($19,190)
Purpose:Identify a narrow range of options for updates to the GMQS program inclusive of growth-related
CGAC Recommendations including potential tiering,to establish an understanding of the interplay between
levers and alignment with community values.
Teaming:Design Workshop,Alan Richman,and White &Smith will lead this analysis,with GBSM providing
support through the Data Team.Coordination with Pitkin County Community Development Staff to provide input
to this research process,as outlined in the scope below.
Scope:Utilize existing information and data available from Pitkin County to develop options for updates to the
GMQS program based on the baseline identified in Task 204.This will enable the team to explore the potential
impacts of proposed changes.
Tasks:
A.Based upon findings in Task 204,Design Workshop,Alan Richman Planning,and White &Smith,will
develop a suite of options for GMQS updates with comparison to existing conditions.Conceptual
options to be approved by Pitkin County prior to full development.
a.Research questions to address:
i.What would a new GMQS or SFQS program look like that incorporates the
recommendations from the CGAC Report (p.20-22)?
ii.How can tiering help inform updates to the program that help to achieve the
County’s goals?
iii.What are the (unintended)consequences of these changes?
B.Design Workshop,Alan Richman,and White &Smith will document the relationship of the GMQS
update options to the County values.
a.What are the community benefits/GHG outcomes projected from these
recommendations?How can program adjustments support community values?
b.Describe how the methods relate to other recommended land use/building code tools,how it
achieves Pitkin County’s goals and objectives,and any unintended consequences of the
GMQS update options.
C.This research will include meetings with Pitkin County Community Development staff to inform the
research.
D.Continued coordination outside of PMT meetings via phone or email including engagement with
County staff members (to be identified by the County PMT).
E.Focus group to review work in this phase prior to finalization.(Fee for the Focus group is covered in
different Task Order)
Deliverables:
A.Up to two (2)30-minute coordination meetings with County staff –Design Workshop,Alan Richman
Planning,and White &Smith anticipated to be in attendance.
B.Up to three (3)30-minute research meetings with County staff –Design Workshop,Alan Richman
Planning,and White &Smith anticipated to be in attendance.
C.Design Workshop will provide a report describing GMQS update options including an executive
summary,tables and graphics (up to 5 anticipated,if needed),including values analysis and
identification of any unintended consequences.Report should provide adequate information to feed
into the Data Framework,as needed.This will be delivered in Microsoft Word (Google Document
preferred)for one round of review with County Staff and Focus Group.Anticipated to be 15-20 pages
in length.
D.Design Workshop will provide a final report in PDF format.
E.Presentation slides formatted using Google Slides for use in public and BOCC /Planning Commission
presentations.Up to ten (10)slides are anticipated.
Assumptions:DW,Alan Richman,EPS and White &Smith will utilize data provided in Task 204 for this task.It
is assumed Pitkin County will provide input and final approval for GMQS options development.DW will not
begin work on the scenarios until confirmation is provided in writing.
Task 404 Phase 4 Scenario Refinement -GMQS ($8,730)
Purpose:In tandem with other options from all the various CGAC recommendations,identify the merits of the
proposed GMQS policy changes within the context of scenarios.
Teaming:Design Workshop will lead this analysis,with support from Alan Richman and GBSM for QM reviews.
Pitkin County Community Development Staff to provide input to this research process,as outlined in the scope
below.
Scope:Based on the options established in Tasks 304,this phase “test-drives”the GMQS options together with
other CGAC recommendations.The intent is to determine how these tools may achieve Pitkin County's goals
and objectives established in the CGAC Final Recommendations Report by testing the options in tandem with
other “levers”from the CGAC report,as described below.
A.Scenarios will be refined through focus group discussion and other engagement tools,as identified in
the Community Engagement Plan (Included in a different Task Order).
B.Continued coordination outside of PMT meetings via phone or email.Including engagement with Pitkin
County's Data Team as needed,anticipate up to (2)coordination check-ins.
C.Anticipate two (2)Staff Workshops (included in a different Task Order).This research will include
meetings with Pitkin County Community Development staff to inform the research.
D.Continued coordination outside of PMT meetings via phone or email including engagement with Pitkin
County's Data Team as needed.
Deliverables:
A.Up to two (2)30-minute coordination meetings with County Data Team staff –Design Workshop,Alan
Richman Planning and GBSM anticipated to be in attendance.
B.Up to three (3)30-minute research meetings with County staff –Design Workshop,Alan Richman
Planning and GBSM anticipated to be in attendance.
C.Identification of preferred scenario,to be documented in Task 504.
Assumptions:DW,Alan Richman,and GBSM will utilize options developed in Task 304 for this task.This task
requires significant coordination with the rest of the subconsultant team across Task Orders.
Task 504 Phase 5 Recommendations Report -GMQS ($17,635)
Purpose:This work will document the preferred scenario from Task 404 in a compiled Recommendations
Report (inclusive of all the other technical recommendations)that provides granular detail about the intent and
content of Code Amendments that will be drafted in subsequent phases.
Teaming:Design Workshop will lead this effort,with support from Alan Richman Planning,White &Smith,and
GBSM for QM reviews.Pitkin County Community Development Staff to provide input to this research process,
as outlined in the scope below.
Scope:Provide detailed information describing the preferred scenario in an effort to streamline Land Use Code
Amendment drafting.
A.Summary of preferred GMQS update options and implementation analysis.Document will be delivered
in Microsoft Word for one round of review with County Staff.Anticipated to be 5-10 pages in length.
a.The summary will include details from the CGAC report in order to thread recommendations
through the work completed as part of this scope and address outstanding questions from
the CGAC,where possible.
b.The summary will also include a written recommended implementation framework,including
consideration of how an applicant would submit required documentation and how the County
would review and confirm compliance.
c.The summary will also include considerations for monitoring levers for GMQS.
d.The summary will define indicators that evaluate the success of the new program in
preserving the backcountry.
e.The summary will include a cursory review of how the proposed code amendments would
create additional non-conformities in the County and initial discussion of how that may be
addressed,with the recognition that a larger non-conformity study is anticipated as a
separate task order.
B.This research will include meetings with Pitkin County Community Development staff to inform the
research.
C.Continued coordination outside of PMT meetings via phone or email including engagement with Pitkin
County's Data Team as needed.
Deliverables:
A.In the context of a compiled report with other technical recommendations,Design Workshop will
document the preferred GMQS update options including an executive summary,tables and graphics
(up to 5 anticipated,if needed),including values analysis and identification of any unintended
consequences.Report should provide adequate information to feed into the Data Framework,as
needed.This will be delivered in Microsoft Word (Google Document preferred)for one round of review
with County Staff.Anticipated to be 5-10 pages in length.
B.Final report to be provided in PDF format.(Note:all recommendations from other task orders will be
aggregated in one report)
C.One (1)Final presentation to Pitkin County staff,public presentation,and BOCC presentation.
___
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 feeof$61,515 for work under Tasks 204,304,404,and 504 as identified above.This fee 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 this task order unless
modified herein.
Additional Services Tasks 204,304,404,and 504 $61,515
Please call me at 970-399-1404 if you have any questions regarding this task order.
Sincerely,
DESIGN WORKSHOP,INC.
Jessica Garrow,FAICP
Principal
APPROVED BY CLIENT:
By:
Date:
Title:
Attachments:
A.Data Framework (link out)
B.Vision 2050 Roadmap
Attachment B -Vision 2050 Roadmap
Certificate Of Completion
Envelope Id: 3B6C6B1EFC3A4F15A6D24FEE9F087D42 Status: Completed
Subject: Design Workshop | Pitkin County Task Order 163.23 C-4 for Review and Signature
Source Envelope:
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530 East Main Street
Suite 203
Aspen, CO 81611
Procurement@PitkinCounty.com
IP Address: 69.170.199.221
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6/26/2024 8:23:02 AM
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Suzanne Wolf
suzanne.wolff@pitkincounty.com
Director
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Company Name: Pitkin County, Colorado
Jessica Garrow
jgarrow@designworkshop.com
Principal
Design Workshop
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Company Name: Pitkin County, Colorado
kara silbernagel
kara.silbernagel@pitkincounty.com
Deputy County Manager
Pitkin County Colorado
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Nicole Rebeck-Stout
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Deputy Director of Community Development
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Electronic Record and Signature Disclosure:
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