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HomeMy WebLinkAboutbocc.con.036.258/30/2021 CDD Contract Information Contract Number Project Name Contractor Budget Line Item 10016100.531000.10254 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: $ 180,000.00 $ - $ - $ 180,000.00 036.25 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 No Short-Term Rental Impact Study Economic & Planning Systems, Inc. $180,000.00 Additional Budget Line Item(s) (Please fully allocate New Contract Total) $- $- $- $180,000.00 Formal Services/Maintenance 4/2/2025 4/1/2026 New Contract Community Development Contract to provide a study regarding the economic impact of short-term rentals in the County. Original Contract Amount Previous Change Order/Amendment Amount This Change order/Amendment amount Contract Total RFP # 036.25 Rev. 2021.10.25 CDD NOTICE OF INTENT TO AWARD Date: March 27, 2025 To: Economic & Planning Systems, Inc. Andrew Knudtsen, Principal-In-Charge 730 17th Street, Suite 630 Denver, CO 80202 RE: RFP 036.25 – Short-Term Rental Impact Study The County, having duly considered the Proposal submitted on February 26, 2025 for the work covered by the Contract Document titled Pitkin County RFP 036.25: Short-Term Rental Impact Study, and it appearing that the qualifications and information in your Proposal Form are fair, equitable, and to the best interest of the County, hereby issues this notice of intent to award your organization for this project. The award of this project is contingent upon the successful negotiation of the Contract terms, at which point a Notice of Award will be issued and the contracting process shall commence. In accordance with the terms of the Contract Documents, you will be required to execute the Contract upon final approval of the project scope, deliverables, and budget confirmation. PITKIN COUNTY ________________________________________________ !#COUNTY REPRESENTATIVE#! Date CONTRACTOR Receipt of the above Notice of Intent to Award is hereby acknowledged ________________________________________________ !#VENDOR SIGNATURE#! Date Mar-27-2025 Pitkin County Procurement Procurement Specialist Managing Principal Mar-27-2025 Andrew Knudtsen Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 1 PITKIN COUNTY CONTRACT FOR PROVISION OF SERVICES THIS CONTRACT, made April 2, 2025 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 Economic & Planning Systems, Inc., 730 17th Street, Suite 630, Denver, CO 80202 (hereinafter called the “Contractor”) to perform the following work: Short-Term Rental Impact Study (“Project”). I.Term of Contract: The term of this Contract is from April 2, 2025 to April 1, 2026. II. Contractor’s Obligations. Pursuant to Contractor’s Proposal (“Attachment B”), Contractor shall perform the economic study and analysis services described in the attached County RFP # 036.25 (“Attachment A”) in order to provide the County with an understanding of the impact of short-term rentals in Pitkin County. 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 One Hundred Eighty Thousand dollars and Zero cents ($180,000.00) for all services rendered. By contract or amendment, the County and Contractor may reallocate the budget among project tasks if the total budget amount remains unchanged. Contractor shall invoice for the project monthly based on hours worked, with payment expected within thirty (30) days of invoice. Any payment by the County may be offset by any amount the Contractor owes the County for any reason. IV.County’s Exclusive Ownership of Work Product. Drawings, specifications, guidelines and other documents prepared by Contractor in connection with this Contract shall be the property of the County. However, Contractor shall have the right to utilize such documents in the course of its marketing, professional presentations, and for other business purposes. Contractor assigns to County the copyrights to all work prepared, developed, or created pursuant to this Contract, including the right to: 1) reproduce the work; 2) prepare derivative works; 3) distribute copies to the public; 4) perform the works publicly; and 5) to display the work publicly. Contractor shall have Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 2 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. Jeanette Muzio, STR Administrator will manage the project as the County’s Representative. In the event that Jeanette Muzio is not available, an alternate representative will be appointed who 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 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. Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 3 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, to the extent the claim was caused by Contractors sole negligence. It is agreed that the Contractor will be responsible for primary loss investigation, defense and judgment costs where this Contract of indemnity applies. In consideration of the award of this Contract, the Contractor agrees to waive all rights of subrogation against the County its subsidiary, parent, associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents, and volunteers for losses arising from the work performed by the Contractor for the County. The Contractors obligation to indemnify Pitkin County under this Contract shall in no circumstance be interpreted as a requirement or obligation for Contractor to indemnify Pitkin County, or County affiliated stakeholders, from Pitkin County or Affiliates own negligence or willful wrongdoing. Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 4 B.Accessibility Indemnification Contractor shall indemnify, save, and hold harmless the Indemnified Parties, against any and all costs, expenses, claims, damages, liabilities, court awards and other amounts (including attorneys’ fees and related costs) incurred by any of the Indemnified Parties in relation to Contractor’s failure to comply with §§24-85- 101, et seq., C.R.S., or the Accessibility Standards for Individuals with a Disability as established by OIT pursuant to Section §24-85-103 (2.5), C.R.S. XII.Accessibility. The Contractor shall comply with and the Work Product provided under this Contract shall be in compliance with all applicable provisions of §§24-85-101, et seq., C.R.S., and the Accessibility Standards for Individuals with a Disability, as established by OIT pursuant to Section §24-85-103 (2.5), C.R.S. Contractor shall also comply with all State of Colorado technology standards related to technology accessibility and with Level AA of the most current version of the Web Content Accessibility Guidelines (WCAG), incorporated in the State of Colorado technology standards. The County may require Contractor’s compliance to the State’s Accessibility Standards to be determined by a third party selected by the County to attest to Contractor’s Work Product and software is in compliance with §§24-85-101, et seq., C.R.S., and the Accessibility Standards for Individuals with a Disability as established by OIT pursuant to Section §24-85-103 (2.5), C.R.S. XIII. 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 Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 5 types. Commercial General Liability Completed Operations coverage must be kept in effect for up to three (3) years after completion of the project. A.Coverage and Limits of Insurance. Contractor shall provide coverage with limits of liability requirements provided that the coverage is written on a “following form” basis. 1) Statutory Workers’ Compensation: Colorado statutory minimums a.Policy shall contain a waiver of subrogation against the County. b.This requirement shall not apply when a contractor or subcontractor is exempt under Colorado Workers’ Compensation Act AND when such contractor or subcontractor executes the appropriate sole proprietor waiver form. Minimum Limits: Coverage A (Workers’ Compensation) Statutory Coverage B (Employers Liability) $ 500,000 $ 500,000 $ 500,000 2) Commercial General Liability – ISO 1CG 0001 form or equivalent. (With County named as an additional insured) Minimum Limits: General Aggregate $ 2,000,000 Products/Completed Operations Aggregate $ 2,000,000 Each Occurrence Limit $ 1,000,000 Personal/Advertising Injury $ 1,000,000 Fire Damage (Any One Fire) $ 50,000 Medical Payments (Any One Person) $ 5,000 Coverage to include: •Premises and Operations •Explosions, Collapse and Underground Hazards •Personal / Advertising Injury •Products / Completed Operations •Liability assumed under an Insured Contract (including defense costs assumed under contract) •Independent Contractors •Designated Construction Project(s) General Aggregate Limit, ISO CG 2503 (1997 Edition or equivalent) •Additional Insured—Owners, Lessees or Contractors Endorsement, ISO Form 2010 (2004 Edition or equivalent) Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 6 •Additional Insured—Owners, Lessees or Contractors Endorsement, ISO CG 2037 (2004 Edition or equivalent) •The policy shall be endorsed to include the following additional insured language on the Additional Insured Endorsements specified above: “County, its subsidiary, parent, associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents, and volunteers named as an additional insured with respect to liability and defense of suits arising out of the activities performed by, or on behalf of the Contractor, including completed operations”. 3)Auto Liability: Bodily injury and property damage for any owned, hired and non-owned vehicles used in the performance of this Contract. Minimum Limits: Statutory Coverage Bodily/Property Damage (Each Accident) $ 1,000,000 4)Special Coverages (check as appropriate and insert amount): a.☐ 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: Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 7 a.The contractor’s insurance shall be primary and non-contributory with any insurance or self-insurance purchased by the County. b.The insurance companies issuing the policy or policies hereunder shall have no recourse against the County of Pitkin for payment of any premiums or for assessments under any form of policy. c.Any and all deductibles or self-insured retentions in the above- described insurance policies shall be assumed by and be for the amount of, and at the sole expense of the Contractor. d.Location of operations shall be: “all operations and locations at which work for the referenced Project is being done.” 3)Certificates of Insurance for all renewal policies shall be delivered to the County’s Representative at least fifteen (15) days prior to a policy’s expiration date except for any policy expiring on the expiration date of this Contract or thereafter. 4)The County reserves the right to request and receive a copy of any policy and any policy endorsement at any time during the term of this Contract. XIV. 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. XV. 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. XVI.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. XVII.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. XVIII.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 Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 8 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. XIX.Current Year Obligations. The parties acknowledge and agree that any payments provided for hereunder or requirements for future appropriations shall constitute only currently budgeted expenditures of Pitkin County. Pitkin County’s obligations under this Contract are subject to Pitkin County’s annual right to budget and appropriate the sums necessary to provide the services set forth herein. No provisions of the Contract shall constitute a mandatory charge or requirement in any ensuing fiscal year beyond the then current fiscal year of Pitkin County. No provision of the Contract shall be construed or interpreted as creating a multiple-fiscal year direct or indirect debt or other financial obligation of Pitkin County within the meaning of any constitutional or statutory debt limitation. This Contract shall not directly or indirectly obligate Pitkin County to make any payments beyond those appropriated for Pitkin County’s then current fiscal year. No provisions of this Contract shall be construed to pledge or create a lien on any class or source of Pitkin County’s moneys, nor shall any provision of this Contract restrict the future issuance of Pitkin County’s bonds or any obligations payable from any class or source of Pitkin County’s money. XX. 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: Jeanette Muzio 530 E Main Street, Suite 205 Aspen, CO 81611 Email: jeanette.muzio@pitkincounty.com with copies to: Pitkin County Attorney’s Office 530 E. Main St., Suite #301 Aspen, Colorado 81611 Email: Attorney@pitkincounty.com To Contractor: Economic & Planning Systems, Inc. 730 17th Street, Suite 630 Denver, CO 80202 Phone: (303) 623-3557 Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 9 Email: aknudtsen@epsdenver.com Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 10 IN WITNESS WHEREOF, the parties have executed this Contract as of the date first set out herein above. ECONOMIC & PLANNING SYSTEMS, INC. ________________________________________________ !#VENDOR SIGNATURE#! Date PITKIN COUNTY, COLORADO RECOMMENDED FOR APPROVAL: _________________________________________________ !#DEPARTMENT REPRESENTATIVE#! Date DIRECTOR APPROVAL: ________________________________________________ !#SECTION LEADER#! Date COUNTY MANAGER APPROVAL: ________________________________________________ Date Apr-11-2025 Nicole Rebeck-Stout Deputy Director of Community Development Suzanne Wolff Apr-11-2025 Director Managing Principal Andrew Knudtsen Jun-05-2025 County Manager Jon Peacock Jun-17-2025 RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 1 PUBLIC NOTICE Pitkin County is accepting proposals to provide a Short-term Rental Impact Study. More information is available online at www.BidNetDirect.com/Colorado. Any and all questions, or requests for clarification, must be submitted by 4:00 PM MT on February 7, 2025. Questions and requests for clarification will only be accepted via email at procurement@pitkincounty.com. Proposal documents must be uploaded to the BidNet Direct website no later than 2:00 PM MT on February 26, 2025. Published in the Aspen Daily News: 2/3/2025 and 2/10/2025. Attachment A RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 2 PITKIN COUNTY SHORT-TERM RENTAL IMPACT STUDY Table of Contents REQUEST FOR PROPOSAL I.INTRODUCTION 3 II.COUNTY BACKGROUND 3 III.SCOPE OF WORK 4 IV.SELECTION PROCESS 6 A. SUBMITTALS 4 B.TIME SCHEDULE 7 C.EVALUATION CRITERIA AND WEIGHING 8 D.SELECTION COMMITTEE 9 E.CONTRACT 9 PROPOSAL FORM 10 INSTRUCTIONS TO PROPOSERS 12 RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 3 REQUEST FOR PROPOSALS SHORT-TERM RENTAL IMPACT STUDY GENERAL INFORMATION TO PROPOSERS ISSUED: January 29, 2025 DUE: February 26, 2025 by no later than 2:00 PM MT I. INTRODUCTION Pitkin County (hereinafter called the “County”) is qualifying interested parties for the provision of a Short-term Rental Impact Study. The County will award a one-year contract. II.COUNTY BACKGROUND Covering 975 square miles, Pitkin County is located in the heart of the White River National Forest, surrounded by the spectacular peaks of the central Rocky Mountains. Pitkin County is located in Colorado with the county seat of Aspen. Pitkin County includes the communities of Aspen, Snowmass, Woody Creek, Old Snowmass, Meredith, Thomasville, Redstone and portions of the town of Basalt. As public servants, we work in the public trust to ensure quality of life and experience in Pitkin County for present and future generations. Organizational Values: Pitkin County embraces the following values to promote public trust and confidence in County Government. Stewardship: We strive to leave our natural environment, community, public assets, and organization in better condition than we found them for current and future generations. Ethics: We hold ourselves to high standards of honesty and dependability in the conduct of County business. Excellence: We are committed to providing quality services that are accessible, accurate and innovative to meet our community’s needs. Collaboration: We work together as employees and with citizens and other government, non-profit and private sector organizations helping each other succeed in promoting and achieving the public’s goals. Open Communication: We are committed to listening to our citizens and partners and to giving accurate and timely information. Positive Work Environment: We appreciate dedicated and knowledgeable employees and support their professional and personal growth. RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 4 Additional information about the County may be found on the County’s website at: https://pitkincounty.com/DocumentCenter/View/21997/PC_brochure_2020_FFO_digital Short-term Rental Licensing Background Information Following the Colorado Legislature’s 2020 adoption of an amendment to the County General Police Powers Statute allowing Counties to regulate short-term rental activity, Pitkin County commenced a regulatory program. On June 22, 2022, Board of County Commissioner (“BOCC”) Ordinance No. 028-2022 adopted the STR Code to regulate all short-term rental activity in unincorporated Pitkin County. The regulations have been effective since September 20, 2022. Notably, the BOCC expressed concerns about short-term rental activity and the potential impacts to community character, demands for public services, concerns about a potential reduction in workforce housing and potential increased traffic from the required services to the short-term rental units. To temper the assumed impacts of short-term rental activity in the County, the BOCC required the following, among other regulatory requirements: ●Evidence of prior rental history between the dates of May 11, 2017 and May 11, 2022; and ● A minimum night stay of four (4) nights and a maximum number of nights peryear of 120 nights. The STR Code originally established the BOCC as the approval body for applicants with properties in the Rural and Remote zone district, a backcountry zone district with limited road infrastructure and access to services. On June 14, 2023, after the BOCC denied an STR License application in the Rural and Remote zone district, BOCC Ordinance No. 017-2023 approved an amendment to Title 6 of the County Code prohibiting STR Licenses in the Rural and Remote zone district. Later the requirement to prohibit STR activity in the Rural and Remote zone district was memorialized in the Land Use Code, Title 8 with the BOCC Ordinance No. 027-2024. Notably, STR activity was further restricted in the other backcountry zone districts including Transitional Residential-1 zone district and Transitional Residential-2 zone district. BOCC concerns about STR activity in the backcountry centered on the lack of access to services and the risk for wildfire. On June 13, 2023, BOCC Ordinance No. 024-2023 approved an amendment to Title 6 of the County Code to revise STR License requirements in the Village Commercial zone district to allow for a minimum of a two-day rental, compared to the previous four-day rental minimum. The code amendment also allowed properties in the Village Commercial zone district to rent for a maximum of 180 nights per year. The reason for this code amendment was to allow for more tourist accommodations to function within a commercial zone district in Historic Redstone. To put this in perspective, the majority of the land area in Pitkin County is zoned for single-family residential. III.SCOPE OF WORK Pitkin County seeks a consultant to perform an analysis of the impacts of short-term rental activity with mitigation measures identified. The STR impacts mitigation recommendation will be RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 5 implemented in this project. The following scope of work is intended to answer the following inquiries: ●What impacts does STR activity have on Pitkin County in terms of community character, public safety, workforce housing, employment generation and traffic? ●Can the impacts of STR activity be mitigated and, if so, what are the mitigation strategies? ●How can a mitigation solution be implemented in the context of the existing STR Licensing program? The following are recommended phases and scope for the project. A.Phase 1 - Project Initiation a.Host a project kickoff meeting with the County staff assigned to manage the short-term rental impact study project. b.Recurring project management meetings are anticipated throughout the project. B.Phase 2 - Existing Conditions and Analysis of STR Impacts a. Become familiar with the existing short-term rental licensing program including objectives, code language, administrative process, appeals history, public comment record and Colorado State Law. b. Meet with Community Development Department staff to gain further understanding of the STR program including progress in meeting the BOCC’s goals and objectives, data sources, community response, etc. c. Host a work session with the BOCC to gain their insight and intent for the STR impact study project. d. The Consultant shall analyze various community impacts to more fully understand the impacts of the short-term rental program in Pitkin County. e. Gain insight from the community via a questionnaire, public engagement event, or selected interviews with STR License holders. f. Prepare an existing conditions and analysis of STR Impacts memorandum summarizing this phase of work. C.Phase 3 - Mitigation Scenarios for STR Impacts a.Evaluate each impact category from the previous phase and identify potential mitigation options. b.Host a work session with the BOCC to present the recommended mitigation scenarios for STR Impacts. c.Conduct any additional work to finalize recommendations. Note that if an impact fee is recommended as mitigation then the necessary nexus study is required to be completed in the scope of work. D.Phase 4 - STR Impacts Final Report a.Document the recommended STR mitigation recommendations with implementation guidance. E.Phase 5 - Adoption and Implementation RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 6 a.Support staff to draft and present an ordinance reflecting the STR impacts mitigation recommendation from the Final Report and present the BOCC item at regular meetings. Two readings are required. IV.SELECTION PROCESSThe County is required by the terms of the Pitkin County Procurement Code to conduct a competitive selection process to select a Contractor for the above-described proposal. Thisprocess shall be through formal proposals submitted in response to this Request forProposals. A.SUBMITTALS 1.Proposer shall submit proposals for this Service as outlined in the Request forProposals and Scope of Services, or an alternately developed plan as developed byProposer in response to and in accordance with this Request for Proposals andInformation to Proposers attached hereto. Proposal Format: Each response shall be 8½” X 11” in size. Typeface shall be legible. A sample contract has been included for review and Template Contract revisions, if any, must be uploaded as a separate file with any changes clearly highlighted. Template Contract change requests will not be reviewed until scoring has been completed and, as such, any information that could be considered material to your proposed response to the solicitation should not be included in the sample Contract. Proposals may include pages up to 11”x17” size, as needed. a. The proposal must contain name, address, daytime phone number(s), and e-mail address for person(s) to whom additional selection process requests should be communicated; b. A proposed approach to the project, proposed work schedule, and proposed method of compensation for services rendered; c. A statement of Qualifications of the Proposer and any subcontractorsanticipated to perform under the awarded contract; d.Previous Work. Summarize planning and related work with or for localgovernments within the last three years. e.References, especially those for significantly similar projects with localgovernments; f.A completed Proposal Form (may indicate “In Attached Documents” for Approach and Qualifications/References sections of the provided Proposal Form, if desired. The Proposal Form, however, will not be considered complete if any and all addenda are not acknowledged and the form has not been signed); g.List of all subcontractors (including qualifications);h.Fee schedule of standard rates for any work that may not be included in provided Scope of Work, as applicable 2.Proposer may be required to supply additional information upon request, or to make additional submissions under secondary selection criteria, if necessary. RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 7 3.Any and all questions or comments shall be submitted via email toprocurement@pitkincounty.com no later than 4:00 PM MT on February 7, 2025. All requests must have the email subject line, “RFP 036.25 SHORT-TERMRENTAL IMPACT STUDY Request for Clarification and Questions.” Allquestions, comments and answers provided shall be shared with all Proposers via addendum posted on BidNet Direct. Addendum(s) will include the requests forclarification and questions, as written by the Proposer. 4.All Proposals must be uploaded to the BidNet Direct website. Proposals will notbe accepted in any other form or manner. 5.During the Request for Proposal selection process, all proposals shall remainconfidential. The entire selection process (procurement) file shall be available tothe public (which includes all Proposers) after an agreement is approved by theCounty, except those items for which confidentiality has been requested in writingby the Proposer, and providing that the County Attorney has reviewed and determined this to be the properly confidential under the State Open Records Actand other relevant statutes and regulations. B. TIME SCHEDULE The County will endeavor to use the following timetable: January 29, 2025 Request for Proposals publicly advertised, posted on website (www.bidnetdirect.com/colorado) February 7, 2025 Proposer’s request for clarification and questions due via email to procurement@pitkincounty.com by 4:00 PM MT February 19, 2025 County’s response to request for clarification and questions posted on BidNet Direct via addendum February 26, 2025 PROPOSALS MUST BE UPLOADED TO BIDNET DIRECT BY 2:00 PM MT Week of March 3, 2025 Meeting of Selection Committee; checking of references as necessary; requests for additional information or clarifications, if necessary; scheduling of interviews, if necessary Week of March 10, 2025 Interviews with highest ranked respondents Week of March 17, 2025 Issuance of Notice of Award to top-ranked proposer Week of March 24, 2025 Notices sent to unsuccessful proposers Week of RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 8 March 31, 2025 Anticipated Contract Start Date C.EVALUATION CRITERIA AND WEIGHING Selection of the "short-listed" Proposers to be interviewed and/or the selection of the top-ranked Proposer will be based upon the following criteria and relative importance (or asthe same may be amended or supplemented by published secondary selection criteria, if any): 1.Approach to Project 30% The Proposer shall prepare a brief statement as to their intention to address:a.The Project Scope of Workb.The Project Schedule 2.List of Similar Work 20% The Proposer shall submit examples of projects of similar size and scope,specifically with local governments when available. 3. Estimated Cost of Services, including Reimbursable Expenses 40% a. The Proposer shall list all costs assumed necessary to successfullycomplete and/or deliver the provided scope of work, services, and/or goods, including, but not necessarily limited to: i. Labor and material expenses ii. Reimbursable expenses for mileage and/or administrative services iii. Miscellaneous expenses b. The Proposer shall provide a list of standard fees/rates and material markup rates to include with the Contract for any additional services or goods that may not be covered in the awarded Contract; billable only as incurred and as agreed upon in advance by mutual signing of a change order. 4.References 10%The Proposer shall provide a list, including contact name and information, ofreferences/prior clients, especially local, state and federal government. RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 9 D.SELECTION COMMITTEECommunications between Proposer and any member of the selection committee during the selection process, except when and in the manner expressly authorized by the Request forProposals, is prohibited. Violation of this restriction is grounds for disqualification from theprocess. Voting Members of the Selection Committee: Nonvoting counsel to the Selection Committee: Suzanne Wolff, Community Development Director Nicole Rebeck-Stout, Deputy Director of Community Developement Jeanette Muzio, Short-term Rental Licensing Administrator Jane Achey, Paralegal, County Attorney Kara Silbernagel, Deputy County Manager Alex Sanchez, Community Development Analyst E. SAMPLE CONTRACT A sample of the Pitkin County Contract for the Provision of Services is included as Attachment A. The Proposer must present any exceptions to the standard contract language, if any, with their proposal, included as a separate document. If changes are not requested at the time of proposal submission, the County shall consider that terms and conditions are accepted by the proposer. Requests for Contract alterations, modifications, additions, or deletions will not be entertained following proposal submission. Submittal of contract change requests is for County’s information only and will not be reviewed until selection committee scoring and vendor selection has been completed; contract language change requests will not disqualify any proposer or be evaluated for partiality. This opportunity is offered so proposers may familiarize themselves with standard County terms and requirements, and change requests that are submitted at the time of proposal allow the County to expedite the consideration of such requests during the award process so as to avoid delays in contracting. As mentioned in Section IV.A, proposers should not include any information specific to their proposed approach, pricing, delivery schedule, etc. when submitting language change requests as this information will not be reviewed prior to final selection of a top-ranked proposer. Failure of proposer to review and abide by this guidance and any lack of conveyance of such information to the selection committee shall be construed as an error on the behalf of the proposer and not on behalf of the County or the selection committee. RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 10 PROPOSAL FORM Proposal Time: 2:00 PM MT Proposal Date: February 26, 2025 From: Phone E-mail Address: To: THE PITKIN COUNTY BOARD OF COMMISSIONERS c/o Procurement 530 E Main Street, Suite #304 Aspen, CO 81611 For: RFP 036.25: SHORT-TERM RENTAL IMPACT STUDY Pursuant to a request by the Pitkin County Commissioners, the undersigned Proposer having examined this Request for Proposals (RFP), including familiarization of the site and/or the conditions of the proposed Service environment, including the availability of materials and labor hereby proposes to furnish all labor, materials, supplies, applicable permits, services, and supervision required to provide a completed product as detailed in this RFP and adjoining documentation for the sum of: $___________________________________________ Fee Schedule(s) for this project and any applicable work that may not have been included in the Scope of Work but may be necessary for successful completion must be included in the proposal documents. Approach, Qualifications, and References may be submitted on your own proposal form; please indicate “In attached documents” for any items omitted herein. A completed proposal form including, at minimum, acknowledgement of all addenda and signature/corporate seal is required for proposals to be considered responsive. Statement and Detailed Approach to Service: RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 11 Qualifications of Proposer: Please insert names address, phone numbers and description of similar Service for Reference Checks. 1. 2. 3. It is further understood that the right is reserved by the County to reject any and all proposals and it is agreed that the proposals may not be withdrawn for a period of ten (10) days from specified time for receiving proposals. The Proposer acknowledges receipt of Addenda Nos. . The right is reserved to waive any informalities and to reject any Proposal. (Type/Print name under all signatures) Dated this day of , 2025 (Corporate seal) PROPOSER: SIGNATURES: If the proposal is being submitted by a Corporation, the Proposal Form should be signed by an officer, i.e. President or vice-president. The signature of the officer signing shall be attested to by the secretary and properly sealed. If the proposal is being submitted by an individual or a partnership, the proposal shall so indicate and be properly signed. RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 12 INSTRUCTIONS TO PROPOSERS FOR PITKIN COUNTY CONTRACTS 1.a.A "Proposal" is a responsive, conforming, unconditional, complete, legible and properly executed offer on the Pitkin County Proposal Form to do the work called for in the Request for Proposals (“RFP”). b.Proposals must be submitted electronically in PDF format and submitted at the time and place designated in the RFP. Electronic submissions must be clearly marked as a"sealed proposal" with the Service name and the name, contact person, mailingaddress and telephone number of the Proposer. The County reserves the right torequest verification of any original or electronic signature at any time before issuinga Notice of Award. c.It shall be the responsibility of the Proposer to ensure that the Proposal is in properform and in the County's possession by or before the scheduled time and date of public Proposal opening. Proposals will not be accepted after the scheduled time and date ofopening. Any Proposals received late will be returned to the Proposer unopened, ifpossible. In the event that it is impossible to determine who the late Proposer is unless the envelope is opened, the envelope will be opened, the address determined, and the envelope and Proposal returned immediately to the Proposer. d. If specified in the Request for Proposals, parties who request packages of proposaldocuments will be required to pay a fee for the document package. All parties who request packages must provide the name of the potential Proposer, along with the name of a contact person, address, telephone number, and email address for the purpose of dissemination of Addenda or additional proposal information. e. If a mistake is made or discovered at or after the public opening, the County reservesthe right to determine which party made the mistake and whether the mistake is material and, after these determinations, the County, in its sole discretion, shall make the decision whether to accept or reject the Proposal. No advantage shall be taken by either party of manifest clerical errors or omissions in the Proposal documents or the Request for Proposals (and plans and specifications). All Proposers are required to notify the County immediately of any errors of omissions that may be encountered. (See 2.a. and 2.c., below). f.The signer of the Proposal must initial any alteration or erasure. If provided on therequired Proposal Form, the proposal price of each item must be stated in numerals and words; in case of a conflict, the words will control. In case of conflict between theindicated sum of any addition of figures and the correct sum, the correct sum willcontrol. g.No reimbursement will be made by the County for any costs incurred in thepreparation of a statement of qualifications, Proposals, or attendance at a site inspection, pre-bid conference or interviews. h.No person, firm, corporation or other entity shall be allowed to make, file or be interested in more than one Proposal for the same work, unless alternate proposals arecalled for. A person, firm, corporation or other entity who has submitted a sub-proposal to Proposer, or who has quoted prices on materials to a Proposer, is not RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 13 hereby disqualified from submitting a sub-proposal or quoting prices to other Proposers. 2.a.If any person contemplating submitting a Proposal is in doubt as to the true meaning of any part of the Drawings, Specifications or other Proposal or Contract Documents, or finds discrepancies, errors, ambiguities, inconsistencies, incompleteness or omissions in the Drawings or Specifications or the proposal process, he/she must submit to the Procurement Officer a written request for an amplification, clarification, explanation, interpretation or correction thereof. Failure to do so shall constitute: (1) acceptance by the Proposer of the Drawings, Specifications or other Proposal or Contract Documents as is, and (2) a waiver by the Proposer of any and all claims arising, or that might arise, out of such discrepancies, errors, ambiguities, inconsistencies, incompleteness or omissions. b.Proposers may propose substitute materials or techniques if such substitution is equalto or better than the materials or techniques described in the RFP and if the substitution has been submitted in writing at least ten (10) days prior to the public Proposalopening. The burden of proof of equality or superior quality is on the Proposer. Ifaccepted as equal by the County in its discretion, the substitute will be designated as an alternative on a formal addendum available to all Proposers three (3) days prior to the deadline for Proposal submission, when possible. If approval of any substitute materials and/or processes has not been provided by County prior to the deadline for proposal submission, proposers may elect to submit an alternate bid with separate pricing and rationalization for the alternate materials and/or approach. County, at its sole discretion, will determine if the alternate meets the needs of the respective project. c. Any amplification, clarification, explanation, interpretation or correction of thedocuments will be made only by written Addendum duly issued and a copy of the Addendum will be mailed or delivered to each person receiving a set of the Proposal Documents. Delivery, as used in these Instructions, shall include electronic delivery through e-mail, facsimile, web-posting or other electronic means. Neither the County nor the Procurement Officer will be responsible for any information, representations, explanations or interpretations of the Contract Documents not in written addenda. d.The County reserves the right to call a pre-proposal conference; if called andconducted, a summary of the pre-proposal conference will be mailed or electronically delivered to all parties receiving a set of Proposal documents. e.On request, the County will provide each Proposer access to the site to conduct, at Proposer's sole cost, such inspections, tests and investigations as each Proposer deemsnecessary for submission of a Proposal. No information provided by Countyrepresentatives at such a site inspection shall be deemed a waiver of the requirements of 2.a. and 2.c., above. f.Any Addenda issued during the time of the Proposal process, or forming a part of the Proposal Documents, shall be covered in the Proposal, and shall be considered a partof the RFP. Receipt of each Addendum shall be acknowledged in the Proposal. g.If specified in the RFP, a request for qualifications may precede the RFP process. RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 14 3.a.Each Proposal, if required by the Proposal Documents, shall be accompanied by a certified check or bid bond in a form acceptable to the County Attorney, in an amount specified, payable without condition to the County as a guarantee that the Proposer, if awarded the Contract, will promptly execute the Agreement in accordance with the Proposal, and will furnish, if required by the Proposal, good and sufficient bonds for the faithful performance of the Contract and for the payment to all persons supplying labor and material for the work (see 10.a., below). The Proposal guaranties of all parties except the three highest scoring Proposals will be returned promptly after the opening of Proposals. After execution of the Contract and issuance of a Notice to Proceed, the remaining two Proposers’ guaranties will be returned. b.Proposer also, if required by the Proposal Documents, will fully complete and submitwith the Proposal a Pitkin County Qualification Statement, or an updated Statementif one is already on file. Pitkin County reserves the right to pre-qualify Proposers basedon said qualification statements. c.Proposer also must submit with the Proposal a list of subcontractors, independentcontractors and suppliers to be employed under the Contract. If the County has areasonable objection to any such subcontractor, independent contractor or supplier, it shall notify the Proposer and the Proposer may then: (a) withdraw the Proposal; or (b) substitute an acceptable contractor or supplier. If required by the Contract Documents, subcontractors, independent contractors and/or suppliers may be required to submit a Contractor's Qualification Statement. d. Proposals by corporations must be executed in the corporate name by the president or a vice-president (or other corporate officer accompanied by evidence of authority to sign) and the corporate seal must be affixed and attested by the secretary or an assistant secretary. The corporate address and state of incorporation shall be shown below the signature. e. Proposals by partnerships or limited liability companies (“LLC”) must be executed inthe partnership or LLC name and signed by a partner, authorized LLC officer, whose title must appear under the signature and the official address of the partnership or LLC must be shown below the signature. The state in which the entity was formed and whose law governs the entity shall be shown below the signature. f.All names must be typed or printed below the signature. 4.a.Proposer acknowledges that this proposal is solicited and submitted subject to the requirements of the "Pitkin County Procurement Code," (Ordinance #009-2025, aspreviously amended by Ordinances #026-2005 & #03-2007 (copies available via thePitkinCounty website at https://pitkincounty.com/DocumentCenter/View/27059/title-03-revenue-and-financeor upon request for a nominal charge). As such, the Proposer agrees to comply withall applicable requirements of said Procurement Code relating to proposing, contract drafting, contract administration, and ethics. The requirements of the ProcurementCode are incorporated herein by this reference. b.The Proposer shall immediately notify the County Manager in writing of any violationof said Code by the County's employees or agents, which violation is known or shouldhave been known by Proposer, and failure to so notify the County of violations within RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 15 five (5) days of knowledge of such violations shall disqualify the Proposer from award of the Contract being proposed and shall be deemed as a waiver of any action or defense that the Proposer may have against the County by reason of such violation of the Procurement Code. c.The submission of a Proposal shall be conclusive evidence and legal admission thatthe Proposer: (1) has no questions, complaints or objections in connection with theProposal process and/or documents, subject to any requests made by Proposer for amplification, clarification, explanation, interpretation or correction pursuant toParagraph 2.a. and 2.c., above; (2) has no questions, complaints or objections as to thecompleteness, sufficiency, scope or detail of the Proposal Documents; and (3) has fullknowledge of the scope, nature, quality and quantity of work to be performed, thedetailed requirements of the Proposal Documents including any and all contractdocuments, the plans and specifications, the site and conditions under which the workis to be performed, the Pitkin County Procurement Code and applicable Colorado law. 5.a.All Proposals will be opened and read in public by name of Proposer only. NoProposals may be withdrawn after the beginning of the public opening. The County,in its sole discretion, may delay a Proposal opening for no longer than two (2) business days if weather or other circumstances beyond control of Proposers results in delay in receipt of Proposals. Proposals may be withdrawn at any time prior to the beginning of the public opening or modified by a document executed and delivered in a form substantially similar to the Proposal Form prior to opening. b. All Proposals submitted must be valid for a minimum period of sixty (60) days after the date of the Proposal opening. During this time, Proposers are investigated, and Proposals are evaluated. 6.a. Proposals will be awarded to the highest scoring Proposer complying with the terms, conditions, guidelines, selection criteria, plans and specifications presented in the Request For Proposals. All rights are reserved by the County to determine, in the County's sole reasonable discretion, whether the Proposal meets the needs or a purpose intended and is within the budget. b.Although price may be a major consideration in the selection of a Proposal, the Countydoes not award on price alone. The County may also consider the quality of product as judged by the County; past experience with Proposers, subcontractors, independentcontractors, products or suppliers; qualifications of the Proposers and/orsubcontractors, independent contractors or suppliers; services offered; warranties; maintenance considerations; long-range costs; delivery; and similar considerations,all as specified in detail in the RFP. c.The County reserves the absolute right to conduct such investigations as it deemsnecessary to assist in the evaluation of any Proposal and to establish the experience,responsibility, reliability, references, reputation, business ethics, history, qualifications and financial ability of the Proposers and proposed subcontractors,independent contractors and suppliers. The purpose of such investigation is to satisfythe County that the Proposer has the experience, resources and commercial reputation necessary to perform the work and support any warranties in accordance with theContract Documents in the prescribed manner and time. RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 16 d.The County, at its sole discretion, may require the apparent successful Proposer todemonstrate, at a place and time designated by the County, that the Proposal meets the performance criteria specified, or to otherwise provide documented proof fromindependent reliable sources acceptable to the County that said performance criteriawill be met prior to final acceptance of the Proposal. The burden of proof of such a demonstration is on the Proposer. In the event that the apparent successful Proposerfails to demonstrate or provide acceptable proof of meeting required performancecriteria, that proposal will be rejected and the next eligible Proposer in the selection ranking will be invited to participate in the same process until a proposal meetingperformance criteria is found within the ranking of eligible Proposers. The Countyreserves the rights to reject any or all Proposals or to otherwise accept the Proposalwhich in the County's sole discretion is in the best interest of the County. e.Pitkin County reserves the right, if it deems such action to be in the best interests ofthe County, to reject any and all Proposals or to waive any irregularities orinformalities therein. Any incomplete, conclusory, false or misleading information provided by Proposer shall be grounds for rejection of the proposal. If proposals arerejected, the County further reserves the right to investigate and accept the next bestproposal in order of ranking or to reject all proposals and re-solicit for additional proposals. f. Any questions or disputes involving the documents or procedures not covered by these Instructions or other Proposal Documents shall be resolved by the Procurement Officer on the basis of fairness, custom in the industry, maximization of competition and best interests and convenience of the County. 7.Issuance of Notice of Award, execution of Contract Documents and issuance of a Notice toProceed shall be as specified in the Contract Documents and in accordance with the Pitkin County Procurement Code. County standard practice is to first notice the top-ranked proposer and enter into a final contract agreement prior to notifying unsuccessful bidders. Non-awarded bidders will be notified of the County’s decision and shall be offered an optional debrief conversation of the bidding and evaluation process; debrief conversations may be offered prior to contract signing but, in most cases, will not be scheduled until a contract has been finalized. 8.Contracts will be executed on standard Pitkin County Contract documents and/or by separate agreement with the Proposer. Copies of any applicable standard forms are included with theProposal Documents. The County reserves the right to negotiate with the Proposer forcontract terms not specified in the Proposing Documents. Any changes from the Pitkin County standard form contract may result in a delay in the issuance of a Notice to Proceedin order to obtain any necessary County Attorney review of changes from the standard form.Proposer agrees that any such delays shall not be grounds for either additional compensation or an extension of time to complete the work that is the subject of the Proposal. 9.If any contract awarded as a result of a Proposal extends beyond the calendar year, nothing herein shall be construed as an obligation by the County beyond any amounts that may be,from time to time, appropriated by the County on an annual basis. It is understood thatpayment under any Contract is conditional upon annual or supplemental statutory appropriation of funds by said governing body and that before providing services, theProposer, if he/she so requests, will be advised as to the status of funds appropriated for RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 17 services or materials and shall not be obligated to provide services or materials for which funds have not been appropriated. Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 1 PITKIN COUNTY CONTRACT FOR PROVISION OF SERVICES THIS CONTRACT, made Enter Contract Date 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 Contractor Legal Entity, Contractor Street Address (Include Suite/Unit), City, State ZIP (hereinafter called the “Contractor”) to perform the following work: Project Name (“Project”). I. Term of Contract: The term of this Contract is from Contract Start Date to Contract End Date. Optional Contract Extension II. Contractor’s Obligations. Contractor shall 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 spell out number of dollars dollars and spell out number of cents cents ($0.00) for all services rendered. By contract or amendment, the County and Contractor may reallocate the budget among project tasks if the total budget amount remains unchanged. Contractor shall invoice for the project monthly based on hours worked, with payment expected within thirty (30) days of invoice. Any payment by the County may be offset by any amount the Contractor owes the County for any reason. IV.County’s Exclusive Ownership of Work Product. Drawings, specifications, guidelines and other documents prepared by Contractor in connection with this Contract shall be the property of the County. However, Contractor shall have the right to utilize such documents in the course of its marketing, professional presentations, and for other business purposes. Contractor assigns to County the copyrights to all work prepared, developed, or created pursuant to this Contract, including the right to: 1) reproduce the work; 2) prepare derivative works; 3) distribute copies to the public; 4) perform the works publicly; and 5) to display the work publicly. Contractor shall have right to use materials produced in the course of this Contract for marketing purposes and professional presentations, articles, speeches and other business purposes. Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 2 V.Pitkin County’s Obligations.Pitkin County shall administer this Contract through a County Representative. Project Lead, Project Lead Title will manage the project as the County’s Representative. In the event that Project Lead is not available, Alternate Person with Title 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 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. Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 3 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 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. C.Accessibility Indemnification Contractor shall indemnify, save, and hold harmless the Indemnified Parties, against any and all costs, expenses, claims, damages, liabilities, court awards and other amounts (including attorneys’ fees and related costs) incurred by any of the Indemnified Parties in relation to Contractor’s failure to comply with §§24-85- Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 4 101, et seq., C.R.S., or the Accessibility Standards for Individuals with a Disability as established by OIT pursuant to Section §24-85-103 (2.5), C.R.S. XII.Accessibility. The Contractor shall comply with and the Work Product provided under this Contract shall be in compliance with all applicable provisions of §§24-85-101, et seq., C.R.S., and the Accessibility Standards for Individuals with a Disability, as established by OIT pursuant to Section §24-85-103 (2.5), C.R.S. Contractor shall also comply with all State of Colorado technology standards related to technology accessibility and with Level AA of the most current version of the Web Content Accessibility Guidelines (WCAG), incorporated in the State of Colorado technology standards. The County may require Contractor’s compliance to the State’s Accessibility Standards to be determined by a third party selected by the County to attest to Contractor’s Work Product and software is in compliance with §§24-85-101, et seq., C.R.S., and the Accessibility Standards for Individuals with a Disability as established by OIT pursuant to Section §24-85-103 (2.5), C.R.S. XIII. 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. Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 5 1) Statutory Workers’ Compensation: Colorado statutory minimums a.Policy shall contain a waiver of subrogation against the County. b.This requirement shall not apply when a contractor or subcontractor is exempt under Colorado Workers’ Compensation Act AND when such contractor or subcontractor executes the appropriate sole proprietor waiver form. Minimum Limits: Coverage A (Workers’ Compensation) Statutory Coverage B (Employers Liability) $ 500,000 $ 500,000 $ 500,000 2)Commercial General Liability – ISO 1CG 0001 form or equivalent. (With County named as an additional insured) Minimum Limits: General Aggregate $ 2,000,000 Products/Completed Operations Aggregate $ 2,000,000 Each Occurrence Limit $ 1,000,000 Personal/Advertising Injury $ 1,000,000 Fire Damage (Any One Fire) $ 50,000 Medical Payments (Any One Person) $ 5,000 Coverage to include: • Premises and Operations • Explosions, Collapse and Underground Hazards •Personal / Advertising Injury •Products / Completed Operations •Liability assumed under an Insured Contract (including defense costs assumed under contract) •Independent Contractors •Designated Construction Project(s) General Aggregate Limit, ISO CG 2503 (1997 Edition or equivalent) •Additional Insured—Owners, Lessees or Contractors Endorsement, ISO Form 2010 (2004 Edition or equivalent) •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 Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 6 with respect to liability and defense of suits arising out of the activities performed by, or on behalf of the Contractor, including completed operations”. 3)Auto Liability: Bodily injury and property damage for any owned, hired and non-owned vehicles used in the performance of this Contract. Minimum Limits: Statutory Coverage Bodily/Property Damage (Each Accident) $ 1,000,000 4)Special Coverages (check as appropriate and insert amount): a.☐ 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. Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 7 c.Any and all deductibles or self-insured retentions in the above- described insurance policies shall be assumed by and be for the amount of, and at the sole expense of the Contractor. d.Location of operations shall be: “all operations and locations at which work for the referenced Project is being done.” 3)Certificates of Insurance for all renewal policies shall be delivered to the County’s Representative at least fifteen (15) days prior to a policy’s expiration date except for any policy expiring on the expiration date of this Contract or thereafter. 4)The County reserves the right to request and receive a copy of any policy and any policy endorsement at any time during the term of this Contract. XIV.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. XV. 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. XVI. 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. XVII.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. XVIII.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 Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 8 whatsoever which is caused by the negligence or other misconduct of the County or its agent or employees. XIX.Current Year Obligations. The parties acknowledge and agree that any payments provided for hereunder or requirements for future appropriations shall constitute only currently budgeted expenditures of Pitkin County. Pitkin County’s obligations under this Contract are subject to Pitkin County’s annual right to budget and appropriate the sums necessary to provide the services set forth herein. No provisions of the Contract shall constitute a mandatory charge or requirement in any ensuing fiscal year beyond the then current fiscal year of Pitkin County. No provision of the Contract shall be construed or interpreted as creating a multiple-fiscal year direct or indirect debt or other financial obligation of Pitkin County within the meaning of any constitutional or statutory debt limitation. This Contract shall not directly or indirectly obligate Pitkin County to make any payments beyond those appropriated for Pitkin County’s then current fiscal year. No provisions of this Contract shall be construed to pledge or create a lien on any class or source of Pitkin County’s moneys, nor shall any provision of this Contract restrict the future issuance of Pitkin County’s bonds or any obligations payable from any class or source of Pitkin County’s money. XX. 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: Project Lead Street Address City, ST ZIP Email: first.last@pitkincounty.com with copies to: Pitkin County Attorney’s Office 530 E. Main St., Suite #301 Aspen, Colorado 81611 Email: Attorney@pitkincounty.com To Contractor: Contractor Legal Entity Contractor Street Address (Include Suite/Unit) City, STATE ZIP Phone: ( ) - Email: first.last@emailserver.com Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 9 Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 10 IN WITNESS WHEREOF, the parties have executed this Contract as of the date first set out herein above. CONTRACTOR LEGAL Entity ________________________________________________ Date PITKIN COUNTY, COLORADO RECOMMENDED FOR APPROVAL: _________________________________________________ !#DEPARTMENT REPRESENTATIVE#! Date COUNTY MANAGER APPROVAL: ________________________________________________ !#COUNTY MANAGER#! Date Rev. 2022.6.21 CDD RFP # 036.25 ADDENDUM # 1 Date: February 19, 2025 TO: All Parties of Interest for the Short-Term Rental Impact Study. This addendum is issued in response to inquiries received and/or to clarify details regarding the Short-Term Rental Impact Study Request for Proposals. The following responses and/or clarifications are hereby adopted as Project Documents and, where applicable, supersede or are in addition to any previously issued documentation or communication. 1.Question: Will we have access to the County's STR data, or any other data that maybe necessary to evaluate the program? ● Response: Yes, the consultant will have access to the County’s STR data. The County manages STR License applications through Sages.gov and we are able to generate reports and tabulated information, as needed. The County will also provide information about the creation of the program and previously identified concerns from the BOCC and the community. 2.Question: What is the anticipated timeline for the project once awarded?●Response: The anticipated start date is Monday, March 31, 2025 and theproject timeline with milestone dates will be created by the consultant andapproved by the County. A proposed work schedule is a required element ofthe proposals. We would like the project completed by the end of 2025 with any requiredordinances adopted by the BOCC or proposed administrative changesimplemented. Ordinances require two readings with the BOCC, one of whichwill be a public hearing. The consultant awarded the project will be required to assist in the development of the BOCC packets and attend the BOCCmeetings. 3.Question: Are there important dates we should know about? Rev. 2022.6.21 CDD ●Response: Specific project dates will be defined during the course of the project however we would like the project to be completed by the end of2025. 4.Question: What is your budget for the project? ●Response: The budget for the project is $180,000. Thank you for reviewing this Request for Proposals and for your willingness to pursue business opportunities with Pitkin County. Should you require any additional clarification regarding the Project or this Addendum, please contact Procurement@PitkinCounty.com . Communication no: 1 (published) This Communication is being issued to clarify that, effective February 5, 2025: (1) Jane Achey was replaced as a Voting Member of the Selection Committee by Alex Sanchez; and (2) Alex Sanchez was replaced as a Nonvoting Counsel to the Selection Committee by Jane Achey. 036.25 - Short-Term Rental Impact Study (Closed)Communication no: 1 (published) 04/11/2025 10:55 AM MDT Page 1 of 1 SHORT-TERM RENTAL IMPACT STUDY February 26, 2025 Prepared by in collaboration with: EPS # 253025 RFP 036.25 Economic & Planning Systems, Inc. Attachment B Table of Contents COVER LETTER 1 PROPOSAL 3 Project Understanding 3 Project Approach 3 Proposed Budget and Schedule 6-7 STATEMENT OF QUALIFICATIONS 8 Previous Work 10 References 14 EPS Resumes 15 SUBCONTRACTORS 17 PROPOSAL FORM 28 February 26, 2025 The Pitkin County Board of Commissioners c/o Procurement 530 East Main Stret, Suite 304 Aspen, CO 81611 Subject: Pitkin County Short-term Rental Impact Study; EPS #253025 Dear Selection Team: Economic & Planning Systems (EPS) is pleased to provide you with a proposal to evaluate short-term rental impacts. We bring a depth of understanding to the subject, given our experience advising seven mountain resort communities in Colorado regarding STR policy. In addition to our knowledge and experience with the specific material, we have worked extensively in mountain resort communities like Pitkin County and understand the community character, the economic composition, the need for employees, and the challenge local staff and elected officials face in balancing these elements. EPS was founded in 1983 and the EPS Denver office opened 25 years ago. Over the course of that time, we have become known for our unique ability to understand the community needs that drive land use policy and the economic factors that provide the resources to accomplish community benefit. This intersection between community needs and economic realities create the lens through which EPS approaches our consulting assignments. For this project, Pitkin County will benefit from a robust team composition that thoroughly covers the interests of the County. The members include: •EPS, led by Andrew Knudtsen, Managing Principal and Colton Harguth, Senior Associate. EPS will serve as the prime contractor and manage the subconsultants, conduct the bulk of the technical analysis, oversee the communications with the community and BOCC, and ensure timely completion. •Design Workshop (DW), led by Jessica Garrow, AICP, Principal, and Reilly Thimons, Associate. DW will provide local continuity between this effort and others the County has under consideration currently. DW staff are well versed in local understanding and will support the team with all forms of local engagement. •Fehr & Peers, led by Charlie Alexander, PE, AICP, RSP1, Principal, and Patrick Picard, AICP, RSP1. Fehr and Peers is a transportation consultant and can provide the depth of analysis needed to underpin the transportation element of any future mitigation package the BOCC will consider. Page 2 The team has worked together on multiple projects over many years and has a solid set of working relationships. This past work will enable Pitkin County staff to provide direction to a set of known team players, which will lead to clear communication and efficient team coordination. A final set of considerations include: •EPS has a breadth of experience in mountain resort communities like Pitkin County, having worked extensively in the Roaring Fork Valley for more than two decades. In addition to local work, we have advised counties and municipalities throughout the Rocky Mountain west from Montana to New Mexico, and have active projects today in Pitkin County, San Miguel County, Eagle County, Routt County, Grand County, and have recently completed work in Summit County. •EPS has advised eight counties and municipalities on STR policy, including mitigation fee structures that provide the resources for local government to mitigate impacts and ensure locals and guests are able to enjoy robust, well-staffed communities and address the full range of impacts associated with STR visitation. •EPS and DW are currently working with Pitkin County planning and legal staff and have enjoyed the synergistic effort. We believe that technical analysis of recommendations from the Community Growth Advisory Committee have been well received by community stakeholders and staff. EPS and DW approach all assignments with a commitment to collaboration and have incorporated staff perspectives as part of the technical effort. In closing, we have enjoyed our work with you in the recent past and look forward to more. Sincerely, ECONOMIC & PLANNING SYSTEMS, INC. Andrew Knudtsen Managing Principal Contact Information Andrew Knudtsen, Principal-in-Charge Economic & Planning Systems, Inc. 730 17th Street, Suite 630 Denver, CO 80202 303 623 3557 (o) | 720 460 3301 (d) aknudtsen@epsdenver.com Colton Harguth, Project Manager Economic & Planning Systems, Inc. 730 17th Street, Suite 630 Denver, CO 80202 303 623 3557 (o) | 720 741 1622 (d) charguth@epsdenver.com EPS | Design Workshop | Fehr & Peers PROPOSAL3 Proposal Project Understanding Pitkin County seeks a data-driven documentation of the Short-Term Rental industry within the County, with specific quantification of the impacts to community character, public safety, workforce availability, and traffic demand. This is a complex set of questions surrounding an evolving industry. It is important to note that visitation has both pro’s and con’s for Pitkin County, as the guest expenditure potential provides an economic driver for many large and small local businesses. Given the unique nature of Pitkin County, there is the potential to generate too much visitation, overly impacting the local community and environment. Thus, the challenge is to define the specific level of activity and then to quantify the impacts in a manner that the County can adopt in the form of policy and legislation. Two caveats are worth noting at the onset. •The benefits of any future mitigation fee accrue to the guests who pay them. When the local economy can move toward fully staffed shops, restaurants, and emergency service agencies (i.e., 911 call centers, sheriff deputies), guests will benefit. Similarly, fees related to transportation enable guests to reach STR locations, along with the crews retained to service the STRs. Benefits accrue to the parties paying the fees. •Finally, the work conducted in this effort must be evaluated through the lens of a regulatory fee structure. EPS has worked with a number of attorneys from various jurisdictions regarding STR mitigation and recognizes the importance of clarifying terms and using the regulatory fee rubric as the test to evaluate any potential recommendations. Project Approach Task 1: Project Initiation and Data Collection EPS will host a telephone or video conference meeting to kick off the study, with the following topics to be covered. •Review key questions to be addressed in the study •Establish recurring project manager meetings •Identify the data to be collected, the staff contacts, and the individuals responsible for contact •Confirmation of acquisition and utilization of data from other providers, such AirDNA EPS | Design Workshop | Fehr & Peers PROPOSAL4 •Develop working definitions and typology for dwelling units, including residential occupancy, part-term occupancy, and short-term occupancy, including overlap between these categories. Task 2: Existing Conditions and Analysis of STR Impacts This task includes an analysis of available data on dispersed STRs and other accommodations in Pitkin County. The purpose of this task is to identify and analyze citable data on STRs to inform policy decisions. Based on initial conversations with Town staff on available information, we expect to cover the following areas in this task. If data are available for a longer time period than current year or year-to-date, historical data will also be presented. •Baseline trends – Townwide trends in the total accommodations bed base, annual and seasonal occupancy rates, and average daily rates (ADR). •Inventory and location – Total number of STRs tabulated and mapped townwide and by area/neighborhood. •STR Unit characteristics – Housing unit types and age used as STRs •Economic characteristics – Estimated occupancy rates (days or weeks of occupancy), average rental rates, and tax revenue generated from STRs. •Guest spending – Spending patterns of guests will be analyzed and compared to traditional lodging types subject to available data. This is an important input to the Task 4 Nexus Study. •Rental income to owner – Estimated rental income to STR owners, analyzed by unit characteristics and location. •Management type – Estimate the number of units managed by traditional property management companies (but cross listed on STR sites) and by individuals. The Team is committed to collaboration with all cohorts within Pitkin County. Some of the efforts will include: •Staff engagement - Meet with Community Develop Department staff to gain further understanding of the STR program, BOCC goals, community perceptions, and data sources. •BOCC engagement – the team will host a work session with the BOCC to gain their insight and intent for the STR project. •Community engagement – the team will gain insight from the community via engagement, interviews with representatives across the spectrum, as well as STR license holders. We bring a depth of experience with high-level and detailed survey efforts and are equipped to manage questionnaire outreach. EPS | Design Workshop | Fehr & Peers PROPOSAL5 We recommend discussing the merits of each effort and generating a plan that integrates the various methods for information collection. For all engagement, EPS will take primary responsibility, with the Design Workshop staff supporting the effort. Design Workshop is particularly skilled with understanding local nuance and distilling alternative perspectives. Their role will be invaluable in providing a seamless interface for all forms of engagement. •Summary of outreach – EPS will summarize all elements of engagement, to account for the full range of perspectives expressed regarding the role of STRs within Pitkin County. Task 3: Mitigation Scenarios for STR Impacts The EPS team will use the data collected in Task 2 and construct econometric models to quantify the impacts attributable to STRs on local safety, workforce availability, and the County road network. Issues related to community character will be summarized from input collected in the community outreach efforts listed above. Each element will have an extensive documentation and assessment. EPS and Fehr & Peers are well-versed in the data collection and methodologies used to evaluate the data and quantify the delta between baseline impacts to the community (generated by full-time residents) and the elevated level of impact associated with STRs (generated by that cohort of visitation). Quantifying this delta is the essence of the effort. As part of this task, EPS will host a work session with the BOCC to present the findings of the material and discussion mitigation scenarios for STR impacts. Interaction with staff will occur throughout the analysis in preparation for the public forums. Task 4: Final Report The EPS Team will prepare a draft report to document the information collected, methodology, analysis, and process used to develop the supportable STR fees. Following review and comment from Town staff, EPS will revise the document accordingly and be prepared to present and/or discuss the findings at a scheduled meeting. Task 5: Adoption and Implementation The EPS team will support staff to draft and present an ordinance that accounts for all aspects of the research and provides a comprehensive method for mitigating STR impacts. EPS recognizes that this ordinance requires two readings. EPS | Design Workshop | Fehr & Peers PROPOSAL6 Proposed Schedule and Budget The proposed work schedule and budget are shown below. The anticipated schedule will begin in late April, with data collection and analysis beginning immediately thereafter. We anticipate the project schedule concluding by November 2025 consistent with the County's goal of completing the work this calendar year. Figure 1. Proposed Schedule Major Milestones Apr May Jun Jul Aug Sep Oct Nov Dec Task 1: Project Initiation and Data Collection  Task 2: Existing Conditions and Analysis of STR Impacts  Task 3: Mitigation Scenarios for STR Impacts  Task 4: Final Report  Task 5: Adoption and Implementation  Completed task  Working Group Meetings / Presentations  2025 The anticipated budget, shown in Table 1 on the following page, provides the anticipated cost by task by firm. The goal is to allocate sufficient budget by team member to ensure that Pitkin County's needs are thoroughly addressed. Baseline costs, plus data acquisition total $180,000. Optional costs for a community open house and a community questionnaire are shown separately, and can be calibrated based on direction from the client as to the needs of the community. Note that all travel and direct expenses are included within these figures. EPS | Design Workshop | Fehr & Peers PROPOSAL7 The 2025 standard hourly billing rates for the team are provided below: EPS Andrew Knudtsen, Managing Principal $280 Colton Harguth, Senior Associate $185 Associate $160 Research Analyst | Production $120 Design Workshop Jessica Garrow, FAICP, Principal in Charge $275 Reilly Thimons, IAP2, Associate $200 Fehr & Peers Charlie Alexander, PE, AICP, RSP1, Principal $300 Patrick Picard, AICP, RSP1, Associate $255 Description Project Total Labor Costs Task 1: Project Initiation and Data Collection $5,000 $5,000 $2,500 $12,500 Task 2: Existing Conditions and Analysis of STR Impacts $27,500 $17,500 $10,000 $55,000 Task 3: Mitigation Scenarios for STR Impacts $30,000 $5,000 $12,500 $47,500 Task 4: Final Report $25,000 $5,000 $7,500 $37,500 Task 5: Adoption and Implementation $7,500 $2,500 $2,500 $12,500 Subtotal $95,000 $35,000 $35,000 $165,000 Optional Expenses Community Open House $2,500 to $7,500 Community Questionnaire $10,000 to $20,000 Subtotal $12,500 to $27,500 Direct Costs Data acquisition $2,500 Travel and misc. expenses1 $0 Subtotal $2,500 TOTAL $180,000 $195,000 Source: Economic & Planning Systems 1Travel and miscellaneous expenses included in task budgets above Economic & Planning Systems Design Workshop F&P Prepared by Economic & Planning Systems Page 1 of 1 Table 1. Proposed Budget 8 About Economic & Planning Systems 303 623 3557 Denver | Los Angeles | Oakland | Sacramento epsys.com Clients Served Since 1983 EPS has provided consulting services to hundreds of public- and private-sector clients in Colorado and throughout the United States. Clients include cities, counties, special districts, multi- jurisdictional authorities, property owners, developers, financial institutions, and land use attorneys. Staff Capabilities The professional staff includes specialists in public finance, real estate development, land use and transportation planning, government organization, and computer applications. The firm excels in preparing concise analyses that disclose risks and impacts, support decision making, and provide solutions to real estate development and land use-related problems. X Housing Policy X Real Estate Economics X Public Finance X Land Use & Transportation X Economic Development& Revitalization X Fiscal and EconomicImpact Analysis X Public-PrivatePartnership (P3) X Parks and Open SpaceEconomics X X X X X X X X AREAS OF EXPERTISE Economic & Planning Systems, Inc. (EPS) is a land economics consulting firm experienced in the full spectrum of services related to real estate development, the financing of public infrastructure and government services, land use and conservation planning, and government organization. EPS was founded on the principle that real estate development and land use-related public policy should be built on realistic assessment of market forces and economic trends, feasible implementation measures, and recognition of public policy objectives, including provisions for required public facilities and services. Qualifications Economic & Planning Systems QUALIFICATIONS9 has a depth of affordable housing related experience. Availability of housing that meets the need for the full spectrum of affordability should be viewed as an integral part of any successful region, conferring economic, social, and environmental benefits that underpin sustainable growth. In recent years, many communities have experienced significant increases in housing demand, pushing rents and prices beyond the level that median- income households can afford. Rising housing costs can cause overcrowding, financial hardship, and in some cases force households to leave their neighborhoods, jobs, and/or social networks. The lack of access to affordable housing affects all sectors of society and has become a particular problem for workers in lower paying fields (e.g., service, public, and nonprofit sectors). EPS offers a full spectrum of services related to assessing specific population affordable housing needs, workforce housing, and market- rate housing. We work with communities to structure initial strategic housing plan frameworks, revise housing needs goals, establish production or rehabilitation targets, develop financing plans, or provide rigorous analysis that quantifies the return on investment from public dollars directed toward housing goals. Our work integrates an understanding of local, regional, and national market and policy forces. EPS works in a variety of contexts, from large urban metropolitan areas and regional planning organizations to smaller, rural, suburban, and resort markets. HOUSING POLICY Economic & Planning Systems QUALIFICATIONS10 Previous Work EPS draws from a broad range of expertise for the Pitkin County Short-term Rental Impact Study. Relevant previous work completed in the past three years are included on the following pages. Short Term Rental Regulatory Fee Study Breckenridge, Colorado The Town of Breckenridge is a national and international ski and outdoor recreation destination. Town policy makers are facing a housing crisis and pressure from constituents to address the problem. The housing challenges are being amplified by the impacts on “amenity migration” patterns resulting in increased purchases and occupancy of second homes and conversion of second homes, further pricing out the local workforce. On top of that, the growth of vacation rental by owner platforms such as VRBO and Airbnb is driving investment in housing by corporate entities buying “trophy” properties to manage and market with usage patterns more like hotels than traditional vacation rentals. The growth of Metro Denver has also generated more buyers who tend to purchase older and lower priced properties as second homes, sometimes converting long-term rental housing to second homes and short term rentals (STRs). The Town hired EPS to work with its legal staff to design a regulatory fee program applied to short term rentals. Traditional lodging properties such as hotels and lodges (defined by zoning classifications) are exempt from the fee in order to target properties more likely to affect neighborhoods and long term rental or purchase opportunities for the local work-force. EPS prepared an economic analysis that demonstrated the impacts of STR use on the demand for workforce housing and calculated an annual fee designed to fund related housing programs. We then projected the potential fee revenue the program would generate and worked with Town Housing and Finance staff to ensure the fee revenues would be restricted to housing programs. Town Council adopted the fee in November 2021. Economic & Planning Systems QUALIFICATIONS11 Short Term Rental Fee Study Aspen, Colorado Aspen and other mountain resort communities in Colorado are evaluating tools to regulate the impact of STRs on housing availability and affordability. EPS was retained by the City to analyze a fee-based approach that would levy an annual licensing fee on these units, with the fee revenue dedicated to providing a specific purpose such as housing development or housing programs. EPS completed a fee study outlining both an administrative fee that the City can charge to cover the costs of regulating and managing STRs, as well as a fee structure that would link expenditures from STR guests to housing need in the community, based on employment supported through spending. The analysis included a detailed nexus study to document the community need stemming from expenditures, and how that linkage could be used to form the basis for a fee. As the project progressed, City Council adopted the administrative fee and gave direction to pursue a tax initiative to address housing impacts. The EPS nexus analysis was used to calibrate the parameters in considering a ballot measure to adopt an excise tax on STRs. Short Term Rental Housing Fee Study Summit County, Colorado Summit County hired EPS to establish a basis for fees on STR units. This ongoing work includes three key components: (1)Building on existing County data, we are establishing a baseline STR context for the County. This will provide data to inform policy makers as they consider new fees or other policies and strategies, and enable data-informed decision making for a proposed fee. Analysis includes data on inventory, location, unit characteristics, economic characteristics, and guest spending. (2)To provide additional context, we are providing an overview of how peer communities are addressing STRs, including how the STR contexts of other locations (including magnitude of inventory, share of total units, and guest expenditures) are similar or different from Summit County. Economic & Planning Systems QUALIFICATIONS12 (3)Lastly, we will be completing a nexus study to document the nexus between STR use and affordable/workforce housing demand. Using an economic impact model to document the relationship between STR guest spending and affordable housing demand, this will provide a basis from which the County can generate fee revenue to be used for housing development and/or to fund programs (e.g., buy downs). Short Term Rental Study Vail, Colorado The Town hired EPS, in partnership with RRC Associates, to analyze the existing STR inventory, understand the housing impacts of STR use in the town, and complete a nexus study to support a fee on STR units. Through this work, EPS was able to characterize the STR inventory in the Town of Vail, including location, size, occupancy, rental rate, and ownership characteristics. This data was contextualized within the overall town lodging inventory to understand the role of STR units in the lodging sector. EPS also analyzed the Town’s housing market over a three year period, with a focus on units registered as STRs before and/or after sale, to evaluate the type and value of units used as STRs and how those units relate to the overall housing market. The final component of this effort was a nexus study to support a fee program, with revenue supporting local workforce housing programs. EPS’s analysis used an economic impact model to document the relationship between STR guest spending and affordable housing demand based on employment generated by spending. This resulted in a recommended fee for mitigating the impacts of STRs on housing need in the town. Pitkin County Economic Analysis Study Pitkin County, Colorado This project examined the recent changes within the Pitkin County economy and community composition, capturing a range of trends that accelerated during the COVID-19 pandemic. Through a comprehensive set of indicators and metrics, the project highlighted the evolving challenges faced by Economic & Planning Systems QUALIFICATIONS13 locals in Pitkin County and the Roaring Fork Valley. The data revealed significant shifts in local employment, transportation usage, and population dynamics, while showcasing an increase in economic activities such as sales tax revenue, private jet activity, and real estate transactions. These findings underscored the complexity of the local economic and social landscape, necessitating a deeper understanding for informed policy action. The primary goal of this project was to provide a foundation for policy development, enhancing the local legacy of supportive policies and financial commitments. By presenting detailed data on housing, transportation, workforce demographics, school enrollment, and climate change, the project aimed to equip Pitkin County officials with the insights needed to adopt additional policies that support the needs of local community. Affordable Housing Linkage Program Updates Pitkin County, Colorado As part of direction from the Community Growth Advisory Committee, EPS is currently working with Design Workshop to review and propose updates to Pitkin County’s residential linkage mitigation policies. EPS is preparing case studies of residential linkage fee (affordable housing impact fee) and other mitigation requirements in high-cost mountain communities. The research includes employment generation rates, the required mitigation rates, and fee amounts. The work is being done in parallel with a study, conducted by another subconsultant, RRC Associates, to update the employment generation rates for residential development in Pitkin County, comprised of one-time construction impacts and ongoing operations and property management job impacts. EPS will be making recommendations on new mitigation policies and fee levels. Economic & Planning Systems QUALIFICATIONS14 EPS References Russell Forrest Town Manager Town of Vail (970) 479-2105 RForrest@vailgov.com Project: Town of Vail Short-Term Rental Study Jason Dietz (former Director Summit County Housing) Director of Housing Town of Vail (970) 479-2145 jdietz@vail.gov Project: Summit County Short-Term Rental Study Lina Lesmes Interim Housing Co-Director Summit County, Colorado (970) 668-4183 lina.lesmes@summitcountyco.gov Project: Short-Term Rental Housing Fee Study (Summit County and Town of Silverthorne) Suzanne Wolff Community Development Director Pitkin County (970) 920-5093 Suzanne.wolff@pitkincounty.com Pitkin County Affordable Housing Linkage Program Updates 730 17th Street, Suite 630, Denver, CO 80202 aknudtsen@epsdenver.com Economic & Planning Systems, Inc. The Economics of Land Use www.epsys.com Andrew Knudtsen, CCIM Andrew Knudtsen, CCIM, draws from over 25 years’ experience addressing the economic basis for land use policy, with a specific focus on affordable housing programs, policies, incentives, and requirements. Andrew has conducted numerous affordable housing studies ranging from mountain resort communities to urban regions. He has advised both public and private sector entities around affordable housing requirements and understands the policy goals and community need for housing, as well as the economic implications. Andrew has worked extensively in the surrounding region and understands the dynamics of supply and demand well, from frequent projects within the Roaring Fork Valley over the past 20 years. SELECTED PROJECT MANAGEMENT EXPERIENCE ¾Affordable Housing Linkage Program Updates | Pitkin County, CO ¾Economic Analysis Study | Pitkin County, CO ¾Transferable Development Rights Analysis | Pitkin County, CO ¾Housing Linkage Program | Mountain Village, CO ¾Economic Sustainability Model | Telluride-Mountain Village, CO ¾Short Term Rental Linkage Fee Study | Vail, CO ¾Short Term Rental Regulatory Fee Study | Breckenridge, CO ¾Affordable Housing Mitigation Rate and Fee-In-Lieu Updates | Vail, CO ¾Affordable Housing Strategic Plan | Aspen, CO ¾Chamonix Affordable Housing Market Feasibility Study | Vail, CO ¾West Steamboat Neighborhood Annexation | Steamboat Springs, CO ¾Montrose County Socioeconomic Study | Montrose, CO ¾Cattle Creek Crossing Market Study Garfield County, CO ¾Housing Demand Analysis | San Miguel County, CO ¾Wintergreen Apartment Market Study | Summit County, CO ¾Housing Needs Assessment | Lake County, CO ¾Housing Needs Assessment | Upper Arkansas Area Council of Governments, Colorado ¾Telluride Housing Strategy | Telluride, CO ¾COVID-19 Economic Resiliency Plan | Ouray County, CO ¾Telluride Foundation Regional Housing Strategy | Telluride, CO ¾Mountain Village Comprehensive Plan | Mountain Village, CO Education Bachelors of Environmental Design, Summa Cum Laude University of Colorado Employment History 24 Years with EPS 30 Years Experience Affiliations CCIM – Certified Commercial Investment Manager; Certificate No.: 18731 ULI – Member of the Explorers Committee State of Colorado Governor’s Blue Ribbon Affordable Housing Panel Publications ”Urban-Suburbia”, Urban Land, October 2008. Speaking Engagements Rail-Volution “Feasibility Evaluation of Joint Venture Development” Vancouver, BC Rail-Volution “Value Capture for the Rest of US” Seattle, WA Appraisal Institute “Transit Oriented Development: Value Capture and Market Positioning” San Diego, CA Urban Land Institute “Quantifying Sustainability” Washington, D.C. Sonoran Institute Summit “Real Estate Premiums and Sustainable Development Trends” Bozeman, MT Managing Principal 303 623 3557 Colton Harguth 730 17th Street, Suite 630, Denver, CO 80202 303 623 3557 charguth@epsdenver.com Economic & Planning Systems, Inc. The Economics of Land Use www.epsys.com Senior Associate Colton Harguth joined EPS in 2021 after three years with the City of Littleton’s Economic Development Department. Colton has expertise in all of EPS’s core practice areas, with a specific focus on economic development, fiscal and economic impact analysis, real estate economics, and public finance. He has worked on a variety of projects across the western United States and has a strong appetite for complexity and formulating creative solutions. Colton is skilled collecting, analyzing, and presenting data to deliver findings that support the overall project narrative. SELECTED PROJECT EXPERIENCE ¾Transferable Development Rights Analysis | Pitkin County, CO ¾Blue River Annexation Fiscal Impact Analysis | Blue River, CO ¾Economic Analysis Study | Pitkin County, CO ¾Fiscal Impact Analysis | Littleton, CO ¾Fiscal Impact Analysis | Castle Rock, CO ¾Peak Innovation Park Economic Impact Analysis | Colorado Springs, CO ¾South I-25 Urban Corridor Study | Denver MSA, CO ¾Aspen Grove Fiscal Impact Analysis | Littleton, CO ¾Economic Feasibility Study | Northglenn, CO ¾Annexation Policy Study | Pflugerville, TX ¾Economic Development Strategic Plan | Englewood, CO ¾Port Colorado Economic and Fiscal Impact Evaluation | Aurora, CO ¾Market and Revenue Study | Glendale, CO ¾Ladera Development Incentive Analysis | Timnath, CO ¾Uplands Equity Evaluation | Westminster, CO ¾Retail and Mixed-Use Market Analysis | Littleton, CO ¾URA Ralston Commons Commercial Property Valuation | Arvada, CO ¾Broadway Corridor Study | Littleton, CO ¾La Plata Communities Amara Annexation Fiscal and EconomicImpacts | Colorado Springs, CO ¾P3 Confluence Gap Analysis | Parker, CO ¾Tax Increment Financing (TIF) Review | Bozeman, MT Education B.A. in Economics University of Colorado at Colorado Springs, Magna Cum Laude, 2018 Python for Data Science Certificate, Cornell University Certified Economic Developer (CEcD), Oklahoma University Economic Development Institute (in progress) Employment History 3.5 Years with EPS Previous Experience City of Littleton, Economic Development Specialist, 2018-2021 SUBCONTRACTORSVOID Design Workshop stakeholDer engagement, Facilitation, coDe Development As an international design studio, we’ve learned the value of building community across cultures, geographies and economies. Our work has helped communities envision goals and strategies that reflect their culture, economy and landscape. We are at the forefront of creating innovative community engagement processes that reach all sectors of the community, both in person and remotely. We are also leading in the pursuit to become more resilient to environmental changes, more economically sustainable and more equitable in the delivery of services, quality of life and opportunity. Our team of planners and economists have conducted code revisions for countless other Colorado-based localities, most recently in Routt County, Gunnison County, Fruita, and Aspen. As mountain town planners and designers based in Basalt, we know firsthand the challenges that face communities like ours with tensions among stakeholders regarding increased visitation, growth, housing needs and affordability. We have a proven track record of navigating and shaping housing codes and policies. In the Mountain West, where the demand for affordable housing often intersects with complex zoning and land use requirements, we provide expert guidance on code updates to streamline development processes and promote equitable housing opportunities. We approach the public, stakeholders, staff and leadership engagement as neutral facilitators and bring a fresh perspective. Our techniques for community and stakeholder engagement are adapted to communities and designed to be inclusive, transparent, meaningful, and fun. Extensive community engagement utilizing diverse methods and tools is critical to gather meaningful input to both inform technical analyses and policy direction. Engagement strategies must be tailored to your diverse community, encouraging new residents and those underrepresented to participate and raise their voices. We do what we do to make a difference for future generations. Our methodology ensures every project has a balance between environmental sensitivity, community connection, artistry and economic viability. This performance-based approach yields measurable results and projects that stand the test of time. In other words, we don’t just hope for sustainable projects; we rely on our process to deliver them. We call this process DW Legacy Design®. Founded in1969 7 Design Studios Nationwide Aspen, Austin, Denver, Houston, Los Angeles, Raleigh, Tahoe 56 Community Engagement Awards 220 Completed Regional and Urban Planning Projects Nationwide 100% Employee Owned DW Foundation We are dedicated to giving back to our communities. We have established the DW Foundation, which offers time and materials to select community projects. Design Workshop Aspen Residential Development Moratorium Support aspen, coloraDo Facing an unprecedented surge in residential development, the City of Aspen declared an emergency moratorium on all residential building permits and land use applications in December 2021. The city sought to understand the impact the free-market residential sector was having on the community in terms of affordable housing needs, mass, scale and transportation. The city hired Design Workshop to lead efforts on analyses, policy development, community outreach and engagement and code development. The technical scope of this project involved reviewing current affordable housing zoning allowances, residential permitting trends, real estate transactions, traits of existing market-rate and affordable housing stock, and completing a case study analysis. It also incorporated planning and engagement support for updates to the City’s STR program. The Design Workshop team also led text updates to technical calculations and growth management codes. Engagement events included project branding, website development, communications planning (social media, newspaper ads, newsletters, radio and tv segments) questionnaires, stakeholder interviews, focus groups, targeted neighborhood pop-ups and larger community open houses throughout Aspen’s neighborhoods. Design Workshop incorporated digital engagement methods and intensive outreach to create broad project awareness. The robust engagement process resulted in widespread support and clear direction for new land use requirements. Adopted in June 2022, the new code sets innovative standards for residential development that limit the amount of scrape and replace development, increase housing mitigation requirements, and divert construction waste from the landfill. client reFerence Ben Anderson Director of Community Development City of Aspen 970.429.2765 ben.anderson@aspen.gov services proviDeD Communications and Outreach, Engagement, Graphics, Policy Analysis, Housing Analysis, Code Drafting, Reporting Design Workshop Roaring Fork Outdoor Coalition pitkin county, coloraDo Signed into Executive Order in 2020, Governor Jared Polis called for collaboration among broad interests to advance a State-level vision for balancing recreation and conservation. Pitkin County, sponsors of the Roaring Fork Outdoor Coalition, hired Design Workshop to provide facilitation support as they as a Coalition strive to strengthen partnerships across jurisdictional and land ownership boundaries, collaboratively address emerging issues and safeguard areas identified as significant for conservation, working lands, and recreation access, engage a broad range of stakeholders in the planning process, and build public awareness by sharing information and promoting engagement opportunities across the region. The project involved the development of the Coalition’s charter, defining how the Coalition will operate, and the identification of a shared vision and values for stakeholders and land managers within the Roaring Fork Valley. A broad stakeholder engagement process of individual interviews, focus groups, symposium and community survey established a guide for decision making for land managers that reflects this. The work identifies strategic objectives and focus areas that will be used to inform a subsequent conservation and recreation plan, supported across jurisdictions and to promote a comprehensive approach to conservation and recreation planning work within the Roaring Fork Valley. client reFerence Carly O’Connell, Senior Planner Land and Landscape Architect Pitkin County 970.379.4840 carly.oconnell@pitkincounty. com services proviDeD Engagement Planning, Stakeholder Facilitation, Reporting Design Workshop Aspen Meadows Campus Housing Plan aspen, coloraDo The Aspen Institute, Aspen Music Festival and School, and Aspen Center for Physics, three of Aspen’s longest serving nonprofits, are working in partnership to provide sustainable solutions to their housing needs and challenges. In the last decade, all three organizations have faced the same housing challenges and have experienced the loss of staff, the inability to recruit staff, and the difficulties of getting the caliber of scholars, scientists, artists, and thought leaders they are capable of recruiting to participate in programs and work in Aspen. As organizations that came from the Aspen Idea, the partners consider the goal of housing their staff and participants as an extension of their commitment to the legacy of Aspen as a place that fosters and cares for the mind, body, and spirit. Design Workshop is leading this partnership through the land use entitlement and community engagement process to deliver affordable housing that will help ensure the longevity of these organizations. This work includes robust community engagement in advance of a land use application. This approach seeks to provide an outlet for neighbors to share their hopes and concerns about a new housing project in their neighborhood. Through two open houses, an online survey, dedicated project website, and a project newsletter, the Design Workshop team is providing concrete opportunities for the community to engage before an application. Design Workshop is also leading the landscape design, site planning, and entitlement process. client reFerence Richard Stetter Vice President of Aspen Campus Facilities and Operations Aspen Institute richard.stettner@ aspeninstitute.org services proviDeD Landscape Architecture, Master Planning, Public Facilitation and Outreach aDDitional project experience For pitkin county anD city oF aspen pitkin county: •Pitkin County Vision 2050 •Pitkin County Library city oF aspen: •Yellowbrick Neighborhood Park •Aspen Area Community Plan •Gondola Plaza •Aspen Water Site •Downtown Pedestiran Mall Improvements •Aspen Mobility Lab •City of Aspen Planning Assistance •City of Aspen COVID Town Halls •City of Aspen Multi Family Replacement •Aspen Armory Market Analysis Jessica Garrow FAICP principal-in-charge Jessica is a community development professional with nearly twenty years of experience and a proven track record of successful planning implementation and community engagement. She specializes in rural resort communities and was recognized for these contributions to the planning field as part of the 2024 College of Fellows class. Jessica has effectively managed significant and complex projects and budgets, worked to craft innovative planning policies, and promoted sustainable comprehensive planning for mountain communities across the Mountain West. Prior to Design Workshop, Jessica worked as a land use planner and Community Development Director for the City of Aspen, where she worked on economic development plans, award winning and broad community engagement strategies and a number of overhauls to the Land Use Code. eDucation Master of City and Regional Planning, Ohio State University Bachelor of Political Science, University of Colorado, Boulder licensure anD certiFications American Institute of Certified Planners, Fellow (FAICP) Lean Six Sigma Green Belt select project experience Aspen Residential Development Moratorium Support, Aspen, CO Pitkin County Vision 2050, Pitkin County, CO Roaring Fork Outdoor Coalition, Pitkin County, CO Aspen Multi-Family Replacement, Aspen, CO Aspen Armory Market Analysis, Aspen, CO Aspen Meadows Campus Housing Plan, Aspen, CO City of Aspen Planning Assistance, Aspen, CO City of Aspen COVID Town Halls, Aspen, CO Reilly Thimons IAP2 associate Based in Chicago, Reilly is an urban and regional planner and community engagement specialist with experience in land use planning, policy development, and outreach strategy on multi- year complex projects in the United States and internationally. Reilly’s work as both a municipal planner and consultant, has enabled her with the ability to understand the varying perspectives and needs of community members, stakeholders and decision- makers. As an IAP2 Ambassador, she is extremely passionate about designing equitable engagement programs that are strategically looped into community development and land use planning processes, ensuring the best outcomes for both clients and communities. Reilly is a regular guest lecturer and course sponsor at the University of Illinois Chicago College of Urban Planning and Public Affairs, teaching on engagement strategies and methodologies. eDucation Master of Urban Planning, University of Melbourne Bachelor of Anthropology, Miami University of Ohio licensure anD certiFications IAP2 Certified Professional, Strategies for Dealing with Opposition and Outrage in Public Participation select project experience Aspen Residential Development Moratorium Support, Aspen, CO* Pitkin County Vision 2050, Pitkin County, CO Aspen Fire Protection District Housing, Aspen, CO* Burlingame Phase III, Aspen, CO* Water Place Phase II, Aspen, CO* Gunnison County 3 Mile Plan, LUR and IGA Update, Gunnison County, CO Routt County Zoning and Subdivision Regulations, Routt County, CO *Denotes experience prior to joining Design Workshop Firm Description Fehr & Peers is passionate about transforming transportation consulting through innovation and creativity. The firm derives inspiration by partnering with communities to understand and shape local transportation futures objectively tailored to diverse needs. Clients trust Fehr & Peers to help them overcome barriers and uncertainty by combining advanced expertise with curiosity, humility, and initiative to deliver implementable, data-driven solutions that reinforce community values. From the most straightforward to the most complex, team members actively listen to client and community needs and handle every project with diligence and focus. With a focus on innovation, Fehr & Peers differentiates itself by investing in research and development to anticipate needs, explore the unknown, and collaboratively imagine a better future. The company’s culture of applied innovation generates an appetite for new and better ways of approaching problems, motivates team members to explore emerging transportation concepts and mobility trends, and inspires the development of new analytical tools and techniques. As the firm grows, a steadfast commitment to inclusive, local, and long-term community relationships remains central to the core philosophy. Many of the company’s client relationships are decades long, built on years of listening, understanding, collaboration, and successful outcomes. Clients of Fehr & Peers have appreciated the firm’s long-term commitments to local communities, trusting the team as their objective partner in transportation since 1985. Together with the firm’s clients, Fehr & Peers is motivated by shared success, inclusive partnerships, and the positive impact the company’s work has on the communities it serves. Optional Service Area List: The consolidated service area list below bundles our services and project types into more concise categories for better retention. This list matches what is shown on our external website. It may be used as an addendum to the above description, as a separate piece, or customized as needed to best support your pursuit or document. We purposefully maintain a focus on transportation consulting, serving client needs including the following: •Active Transportation •Land Use & Transportation •Climate & Resilience •Parking •Communications & Engagement •Safety •Data Science •Transit Planning •Emerging Technologies •Transportation Engineering •Equity in Transportation •Transportation Forecasting & Operations •Freight Aspen Lumberyard Transportation Impact Analysis Fehr & Peers prepared a Transportation Impact Analysis (TIA) for the Aspen Lumberyard affordable housing development. The Lumberyard features approximately 300-units of affordable housing, located just south of the Airport Business Park on CO 82. Fehr & Peers prepared the TIA consistent with the city’s TIA guidelines. We evaluated different unit types and mixes to understand trip generation impacts, analyzed the impact of traffic on CO 82 level of service and travel time, and identified mitigation using Aspen’s Transportation Demand Management tool. As a part of the project, Fehr & Peers developed and evaluated transit service alternatives for serving the site. Fehr & Peers also supported the project with traffic signal design services for the project’s access at CO 82. Reference: Chris Everson, Affordable Housing Project Manager, 970.429.1834, chris.everson@aspen.gov Aspen Transportation Demand Management Tool Fehr & Peers worked with the City of Aspen to produce a customized Transportation Demand Management (TDM) tool. The Excel-based tool is based on Fehr & Peers’s proprietary TDM+ tool and refined to include a menu of TDM strategies selected by city staff to reflect the community’s unique context and values. The tool is used by representatives of non-exempt developments to evaluate the trip generation mitigation potential of selected TDM strategies. The customized tool provides accurate trip reduction estimates, calculated from extensive research, and provides a standard to evaluate projects. Reference: Lynn Rumbaugh, Transportation Programs Manager, 970.920.5038, lynn.rumbaugh@aspen.gov Charlie Alexander, PE, AICP, RSP1 Principal EDUCATION Bachelor of Science, Civil Engineering Bucknell University, Lewisburg, PA 2007 REGISTRATIONS Licensed Civil Engineer: Colorado, #49117 Also registered in California, the District of Columbia, Florida, Maryland, Tennessee, Texas, Virginia, Washington, and Wyoming Road Safety Professional (RSP) Level 1 AFFILIATIONS American Planning Association (APA) INSTRUCTOR University of California, Berkeley Institute of Transportation Studies Technology Transfer Program: Complete Streets Planning and Design (2013-present) National Complete Streets Coalition: Complete Streets Workshop Instructor (2014-present) University of Colorado, Denver: Pedestrian and Bicycle Planning (2016) EXPERTISE •Land Use & Transportation •Traffic Operations & Simulation •Travel Demand Forecasting •Multimodal Safety •Complete Streets Planning & Design •Traffic Engineering Design •Transportation Planning •Curbside Management Planning ABOUT Charlie is a Principal with 18 years of experience on complex, multimodal transportation engineering and planning projects. His project experience includes a wide array of project types including traffic analysis, travel demand forecasting, transit planning and design, Complete Streets, multimodal safety, and traffic engineering design. Charlie applies this diverse experience to projects that require complex auto, transit, pedestrian, and bicycle solutions; consent-building around modal tradeoffs; and strategic stakeholder and community engagement. His traffic analysis experience encompasses deterministic (e.g., Synchro, Traffic/Vistro, SIDRA, HCS), microsimulation (e.g., SimTraffic, VISSIM, TransModeler), and Dynamic Traffic Assignment (e.g., TransModeler) tools. Charlie authored CDOT’s first Traffic Analysis and Forecasting Guidelines. He has completed traffic impact analyses for infrastructure and land use projects ranging from small to large and rural to urban. PROJECT EXPERIENCE •Aspen Lumberyard Affordable Housing Transportation Impact Analysis – Aspen, CO•Boulder Junction Transportation Analysis – Boulder, CO•University of Wyoming 15th Street Transportation Analysis – Laramie, WY •University of Wyoming Aquatic Center Transportation Impact Analysis – Laramie, WY•Louisville Design & Construction Standards – Louisville, CO•Ketring-Gallup Park Transportation Study – Littleton, CO•CO 42 Design – Louisville and Lafayette, CO •Nederland Multimodal Transportation Plan – Nederland, CO•Foothills Mall Redevelopment Transportation Impact Analysis – Fort Collins, CO•Erie Transportation Standards Update – Erie, CO•Grand Junction Transportation Engineering Design Standards – Grand Junction, CO •Shared Streets Program Development – Denver, CO•44th Avenue Subarea Plan – Wheat Ridge, CO•Lutheran Campus Master Plan – Wheat Ridge, CO•Loretto Heights Parking & Mobility Study – Denver, CO •West Vail Master Plan – Vail, CO•Golden Gilpin Mill Transportation Impact Analysis – Blackhawk, CO•RFTA Grand Avenue Alternatives Analysis – Glenwood Springs, CO•Parcel O Transportation Impact Analysis – Louisville, CO Patrick Picard, AICP, RSP1 Associate EDUCATION Master of Urban and Regional Planning, University of Colorado Denver, 2011 Bachelor of Arts, Geology The Colorado College, Colorado Springs, 2004 REGISTRATIONS American Institute of Certified Planners (AICP) Road Safety Professional 1 (RSP1) AFFILIATIONS American Planning Association (APA), Colorado Chapter and Transportation Planning Division AWARDS 2nd Place, APA Transportation Planning Division National Student Paper Competition EXPERTISE •Bicycle and Pedestrian Planning •Traffic Safety/Vision Zero •Long-Range Multimodal TransportationPlanning •Transit Planning •Parking Studies •Multimodal Corridor Planning •Travel Pattern Studies •Transportation Demand Management •Travel Demand Modeling •Land Use and Transportation •Traffic Analysis ABOUT Patrick has 13 years of experience developing and managing multimodal transportation planning efforts throughout the western United States. He balances a strong ability to complete technical analysis with public speaking, writing, and presentation skills, which makes his recommendations comprehensible to planners, engineers, the public, and decision makers. Patrick’s experience includes a diversity of projects ranging from multimodal corridor level analysis, vision zero/crash analysis, bicycle and pedestrian planning, transit planning, travel pattern studies, Big Data collection/analysis and community transportation master plans. Patrick is a certified Road Safety Professional. TRANSPORTATION PLANNING EXPERIENCE •Core Transit, Transit Development & Capital Plan – Eagle County, CO•Thornton Vision Zero Action Plan – Thornton, CO •Brighton Bicycle, Pedestrian, and Multimodal Plan – Brighton, CO•Erie Transportation Standards and Specifications Update – Erie, CO•Safe Streets for Silverthorne – Silverthorne, CO•Thornton Transit Study – Thornton, CO •Erie Microtransit Plan – Erie, CO•Vail Transportation Master Plan – Vail, CO•West 38th Avenue Corridor Study – Denver, CO•Future 42 Connecting People and Places – Louisville, CO •I-25 & 88th Avenue Transit & Safety Impact Analysis – Thornton, CO•Grand Junction Pedestrian & Bicycle Plan – Grand Junction, CO•Transportation & Engineering Design Standards Manual Update – Grand Junction, CO•North Avenue Enhanced Transit Corridor Study – Mesa County, CO •Colfax Avenue BRT Preliminary Design – Denver, CO•Fort Collins Transit Funding Study – Fort Collins, CO•Fort Collins Transit Master Plan – Fort Collins, CO•Mesa County Regional Transportation Plan – Mesa County, CO •Denver Vision Zero Road Safety Audits – Denver, CO•Denver Community Bicycle Network Planning – Denver, CO•Colfax Avenue BRT Preliminary Design – Denver, CO•MOVE Grand Avenue BRT Alternatives Analysis – Glenwood Springs, CO•Brighton Vision Zero & School Zone Safety Action Plan – Brighton, CO •Hampden Avenue Corridor Study – Denver, CO PROPOSAL FORMVOID PROPOSAL FORM RFP 036.25 Rev. 2024.11.25 CDD Budget Line Item #: 10016100-53100-10254 10 PROPOSAL FORM Proposal Time: 2:00 PM MT Proposal Date: February 26, 2025 From: Phone E-mail Address: To: THE PITKIN COUNTY BOARD OF COMMISSIONERS c/o Procurement 530 E Main Street, Suite #304 Aspen, CO 81611 For: RFP 036.25: SHORT-TERM RENTAL IMPACT STUDY Pursuant to a request by the Pitkin County Commissioners, the undersigned Proposer having examined this Request for Proposals (RFP), including familiarization of the site and/or the conditions of the proposed Service environment, including the availability of materials and labor hereby proposes to furnish all labor, materials, supplies, applicable permits, services, and supervision required to provide a completed product as detailed in this RFP and adjoining documentation for the sum of: $___________________________________________ Fee Schedule(s) for this project and any applicable work that may not have been included in the Scope of Work but may be necessary for successful completion must be included in the proposal documents. Approach, Qualifications, and References may be submitted on your own proposal form; please indicate “In attached documents” for any items omitted herein. A completed proposal form including, at minimum, acknowledgement of all addenda and signature/corporate seal is required for proposals to be considered responsive. Statement and Detailed Approach to Service: Economic & Planning Systems, Inc. 303 623 3557 | 720 460 3301 (direct)aknudtsen@epsdenver.com 730 17th Street, Suite 630Denver, CO 80202 In attached documents 180,000 EPS requests the following terms be included in a contract negotiated with the County. Note that the edited contract language under XI. Indemnity sections A. and B. are taken from a previous engagement between Economic & Planning Systems and Pitkin County signed in 2021. Contract # 036.25 Revision: 2024.10.08 iso8601 CDDiso 8601 3 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 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. C.Accessibility Indemnification Contractor shall indemnify, save, and hold harmless the Indemnified Parties, against any and all costs, expenses, claims, damages, liabilities, court awards and other amounts (including attorneys’ fees and related costs) incurred by any of the Indemnified Parties in relation to Contractor’s failure to comply with §§24-85- Certificate Of Completion Envelope Id: 87BE64BE-7BE1-4EE4-830E-E4F9A8D5F53C Status: Voided Subject: Economic & Planning Systems, Inc. | Pitkin County Contract 036.25 for Review and Signature Source Envelope: Document Pages: 76 Signatures: 5 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: 69.170.199.99 Record Tracking Status: Original 4/11/2025 11:14:20 AM Holder: Pitkin County Procurement Procurement@PitkinCounty.com Location: DocuSign Signer Events Signature Timestamp Nicole Rebeck-Stout nicole.rebeck-stout@pitkincounty.com Deputy Director of Community Development Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 65.38.144.66 Sent: 4/11/2025 11:17:14 AM Viewed: 4/11/2025 2:20:46 PM Signed: 4/11/2025 2:22:05 PM Electronic Record and Signature Disclosure: Accepted: 5/20/2025 12:17:29 PM ID: f0b21745-1c71-4240-ba0e-c77c43612969 Company Name: Pitkin County, Colorado Suzanne Wolff suzanne.wolff@pitkincounty.com Director Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 73.203.105.128 Signed using mobile Sent: 4/11/2025 2:22:07 PM Viewed: 4/11/2025 5:03:01 PM Signed: 4/11/2025 5:03:14 PM Electronic Record and Signature Disclosure: Accepted: 6/10/2025 1:18:52 PM ID: 753dfefb-12c3-48be-9ad3-fae8b79746a0 Company Name: Pitkin County, Colorado Andrew Knudtsen AKnudtsen@epsdenver.com Managing Principal Security Level: Email, Account Authentication (None)Signature Adoption: Drawn on Device Using IP Address: 50.190.112.113 Sent: 4/11/2025 5:03:16 PM Viewed: 6/5/2025 1:50:16 PM Signed: 6/5/2025 1:50:59 PM Electronic Record and Signature Disclosure: Accepted: 8/16/2021 2:43:41 PM ID: 759d05bc-c109-4261-953b-a0e3df9ab2bc Company Name: Pitkin County, Colorado Rich Englehart rich.englehart@pitkincounty.com Deputy County Manager Pitkin County Signing Group: County Manager Group Security Level: Email, Account Authentication (None) Sent: 6/5/2025 1:51:02 PM Viewed: 6/8/2025 6:35:33 AM Signer Events Signature Timestamp 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 Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via Docusign Accounts Payable AP@pitkincounty.com Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via Docusign Jeanette Muzio jeanette.muzio@pitkincounty.com Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Accepted: 12/6/2024 9:38:23 AM ID: fdf70c64-c219-4ceb-bbd4-32334fd32768 Company Name: Pitkin County, Colorado Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 4/11/2025 11:17:14 AM Certified Delivered Security Checked 6/8/2025 6:35:33 AM 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: Nicole Rebeck-Stout, Suzanne Wolff, Andrew Knudtsen, Jeanette Muzio 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. Certificate Of Completion Envelope Id: 2F8C09F8-93EA-4E1F-AAB9-C49BA2C5C481 Status: Completed Subject: Economic & Planning Systems, Inc. | Pitkin County Contract 036.25 for Review and Signature Source Envelope: Document Pages: 81 Signatures: 1 Envelope Originator: Certificate Pages: 5 Initials: 0 Pitkin County Procurement AutoNav: Enabled EnvelopeId Stamping: Disabled Time Zone: (UTC-07:00) Mountain Time (US & Canada) 530 East Main Street Suite 203 Aspen, CO 81611 Procurement@PitkinCounty.com IP Address: 216.147.126.192 Record Tracking Status: Original 6/12/2025 9:47:20 AM Holder: Pitkin County Procurement Procurement@PitkinCounty.com Location: DocuSign Signer Events Signature Timestamp Jon Peacock jon.peacock@pitkincounty.com County Manager Pitkin County Security Level: Email, Account Authentication (None) Signature Adoption: Drawn on Device Using IP Address: 65.38.144.66 Sent: 6/12/2025 9:57:03 AM Resent: 6/17/2025 9:12:00 AM Viewed: 6/17/2025 4:00:59 PM Signed: 6/17/2025 4:01:11 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 Nicole Rebeck-Stout nicole.rebeck-stout@pitkincounty.com Deputy Director of Community Development Security Level: Email, Account Authentication (None) Sent: 6/17/2025 4:01:13 PM Electronic Record and Signature Disclosure: Accepted: 5/20/2025 12:17:29 PM ID: f0b21745-1c71-4240-ba0e-c77c43612969 Company Name: Pitkin County, Colorado Suzanne Wolff suzanne.wolff@pitkincounty.com Director Security Level: Email, Account Authentication (None) Sent: 6/17/2025 4:01:14 PM Viewed: 6/18/2025 9:15:55 AM Electronic Record and Signature Disclosure: Accepted: 6/17/2025 8:09:02 AM ID: 2e56c5f9-218b-4413-9a10-5cb95a3ed34f Company Name: Pitkin County, Colorado Carbon Copy Events Status Timestamp Andrew Knudtsen AKnudtsen@epsdenver.com Managing Principal Security Level: Email, Account Authentication (None) Sent: 6/17/2025 4:01:14 PM Electronic Record and Signature Disclosure: Accepted: 8/16/2021 2:43:41 PM ID: 759d05bc-c109-4261-953b-a0e3df9ab2bc Company Name: Pitkin County, Colorado Pitkin County Procurement procurement@pitkincounty.com Procurement Specialist Pitkin County Security Level: Email, Account Authentication (None) Sent: 6/17/2025 4:01:15 PM Resent: 6/17/2025 4:01:21 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: 6/17/2025 4:01:15 PM Viewed: 6/18/2025 6:55:35 AM Electronic Record and Signature Disclosure: Not Offered via Docusign Jeanette Muzio jeanette.muzio@pitkincounty.com Community Development STR Manager Security Level: Email, Account Authentication (None) Sent: 6/17/2025 4:01:16 PM Electronic Record and Signature Disclosure: Accepted: 12/6/2024 9:38:23 AM ID: fdf70c64-c219-4ceb-bbd4-32334fd32768 Company Name: Pitkin County, Colorado Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 6/12/2025 9:57:03 AM Certified Delivered Security Checked 6/17/2025 4:00:59 PM Signing Complete Security Checked 6/17/2025 4:01:11 PM Completed Security Checked 6/17/2025 4:01:16 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: Nicole Rebeck-Stout, Suzanne Wolff, Andrew Knudtsen, Jeanette Muzio 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.