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HomeMy WebLinkAboutbocc.con.059.268/30/2021 CDD Contract Information Contract Number Project Name Contractor Budget Line Item 10014100.531000 Procurement Method: Type: Contract Start Date Contract End Date Contract Type Retainage If this is a new contractor, please enter the New Vendor information into Munis for workflow approval. Contact Information: Department County Representative Ryan Mahoney County Representative Phone (970) 618-8068 Provide a brief description of the Contract or Change Order: Contract Value Summary: $ 120,000.00 $ - $ - $ 120,000.00 Administration New Contract for Funding Consulting, Grant Writing, and Advocacy Services to support Pitkin County in identifying, pursuing, and securing federal, state, and philanthropic funding for priority community projects. Services will be billed at a monthly retainer of $10,000, with reasonable travel and advocacy expenses invoiced separately as incurred. Original Contract Amount Previous Change Order/Amendment Amount This Change order/Amendment amount Contract Total No Funding Consulting, Grant Writing & Advocacy Services Sustainable Strategies DC $ 120,000.00 Additional Budget Line Item(s) (Please fully allocate New Contract Total) $ - $ - $ - $ 120,000.00 Sole Source Services/Maintenance 3/1/2026 2/28/2027 New Contract 059.26 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 Rev 2023.12.15 CDD 1 PITKIN COUNTY SOLE SOURCE PROCUREMENT JUSTIFICATION REQUEST TO: County Manager DATE: March 13, 2026 FROM: Ryan Mahoney, Deputy County Manager Proposed Contractor: Sustainable Strategies DC LLC Product/Service: Funding Consulting, Grant Writing & Advocacy Services Estimated expenditure for the above Product/Service: $ 120,000.00 This form is required in documenting a Sole Source exception from an otherwise competitive bidding process when sufficient competition does not exist, a single vendor represents a clear and best value to Pitkin County, or other factors are present that preclude other vendors from being able to provide the product(s), service(s), and/or construction. This purchase is clearly and legitimately limited to a Single or Sole Source. (Examples: original manufacturer, no regional distributor, standardization etc): Explain: Pitkin County has a number of critical projects underway and planned for the near future that require timely and strategic access to public funding. To support these efforts, the County requires specialized grant writing and public funding consulting services. Sustainable Strategies DC has demonstrated the unique ability to provide a full suite of services, including funding research, grant application preparation and submission, advocacy, and grant administration, all tailored to meet the specific needs of municipal clients. Sustainable Strategies DC has previously worked with Pitkin County and currently serves several other Colorado communities, providing both retainer and project-specific services to secure federal, state, and philanthropic funding. Their experience and proven success in navigating complex funding opportunities ensure that the County’s projects are well-positioned to compete for and obtain funding efficiently. Engaging Sustainable Strategies DC also ensures continuity and institutional knowledge, allowing ongoing and new projects to move forward without interruption. Their immediate availability and responsiveness make them uniquely qualified to provide the necessary support, particularly for time- sensitive projects that cannot be delayed. Given these factors—the firm’s specialized expertise, prior work with the County, proven track record in Colorado communities, and ability to provide timely, comprehensive services—Sustainable Strategies DC is determined to be the sole source capable of providing the required grant writing and consulting services. A new contract with the firm is necessary to ensure uninterrupted support and to maximize the County’s ability to secure funding for its priority projects. Rev 2023.12.15 CDD 2 The undersigned requests that Pitkin County waive other procurement requirements and recognize this transaction as a sole source exception to the Pitkin County Procurement Code. Department Representative Department Director !#COUNTY REPRESENTATIVE#! Date !#SECTION LEADER#! Date County Manager Reason for Denial: ________________________________________ !#COUNTY MANAGER SOLE#! Date Mar-17-2026 Ryan Mahoney Deputy County Manager Mar-20-2026 Kara Silbernagel Interim County Manager Approved Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 1 PITKIN COUNTY CONTRACT FOR PROVISION OF SERVICES THIS CONTRACT, made March 16, 2026 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 Sustainable Strategies DC LLC, 1801 California St., Suite 2400, Denver, CO 80218 (hereinafter called the “Contractor”) to perform the following work: Funding Consulting, Grant Writing and Advocacy Services (“Project”). I. Term of Contract: The term of this Contract is from March 1, 2026 to February 28, 2027. At the expiration of the initial term, the contract may be extended for five (5) additional terms of one (1) year by the express written consent of both parties. II. Contractor’s Obligations. Contractor shall provide ongoing strategic consulting, grant writing, and advocacy services to support Pitkin County in identifying and securing federal, state, and philanthropic funding for priority community projects. Contractor shall update and maintain the County’s Resource Roadmap, prepare and submit grant applications, provide strategic advice to enhance project competitiveness, collaborate with County staff and stakeholders, conduct regular communications on funding opportunities and legislative developments, and coordinate meetings and advocacy trips with relevant officials, all as further detailed in Attachment A. 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 Twenty Thousand dollars and Zero cents ($120,000.00) 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 Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 2 to utilize such documents in the course of its marketing, professional presentations, and for other business purposes. Contractor assigns to County the copyrights to all work prepared, developed, or created pursuant to this Contract, including the right to: 1) reproduce the work; 2) prepare derivative works; 3) distribute copies to the public; 4) perform the works publicly; and 5) to display the work publicly. Contractor shall have right to use materials produced in the course of this Contract for marketing purposes and professional presentations, articles, speeches and other business purposes. V. Pitkin County’s Obligations. Pitkin County shall administer this Contract through a County Representative. Ryan Mahoney, Deputy County Manager will manage the project as the County’s Representative. In the event that Ryan Mahoney 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. Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 3 D. Contractor shall not attempt to oversee or supervise the work or actions of any Pitkin County employee, servant or agent in the course of completing work under this Contract. E. Contractor is not entitled to any Workers’ Compensation benefits through Pitkin County and is responsible for payment of any federal, state, FICA and other income taxes. VIII. Assignability. This Contract is not assignable by either party. Any use of subcontractors by the Contractor for performance of this Contract must be accepted in writing by the County. IX. Severability. In the event that any provision of this Contract shall be held to be invalid or unenforceable, the remaining provisions of this Contract shall remain valid and binding upon the parties hereto. X. Integration and Modification. A. This Contract represents the entire and integrated Contract between the County and the Contractor and supersedes all prior negotiations, representations, or contract, either written or oral. This Contract may be amended only by written contract signed by both the County and the Contractor. B. The County may, from time to time, request changes in the scope of services of the Contractor to be performed hereunder. Such changes, including the increase or decrease in the amount of the Contractor’s compensation, which are mutually agreed upon between the County and the Contractor, shall be in writing and upon execution shall become part of this Contract. XI. Indemnity. A. The Contractor agrees to indemnify, hold harmless and, not excluding the County's right to participate, defend the County, its subsidiary, parent, associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents, volunteers, and any jurisdiction or agency issuing permits for any work included in the project, hereinafter referred to as indemnitee, from all suits and claims, including attorney's fees and cost of litigation, actions, loss, damage, expense, cost or claims of any character or any nature arising out of the work done in fulfillment of the terms of this Contract or on account of any act, claim or amount arising or recovered under workers' compensation law or arising out of the failure of the Contractor to conform to any statutes, ordinances, regulation, law or court decree. It is agreed that the Contractor will be responsible for primary loss 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, Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 4 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- 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 Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 5 to protect the Contractor from liabilities that might arise out of the performance of the work under this Contract by the Contractor, its agents, representatives, employees, or subcontractors. The Contractor shall assess its own risks and if it deems appropriate and/or prudent, maintain higher limits and/or broader coverages. The Contractor is not relieved of any liability or other obligations assumed or pursuant to the Contract by reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or types. Commercial General Liability Completed Operations coverage must be kept in effect for up to three (3) years after completion of the project. A. Coverage and Limits of Insurance. Contractor shall provide coverage with limits of liability requirements provided that the coverage is written on a “following form” basis. 1) Statutory Workers’ Compensation: Colorado statutory minimums a. Policy shall contain a waiver of subrogation against the County. b. This requirement shall not apply when a contractor or subcontractor is exempt under Colorado Workers’ Compensation Act AND when such contractor or subcontractor executes the appropriate sole proprietor waiver form. 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) Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 6 • Independent Contractors • Designated Construction Project(s) General Aggregate Limit, ISO CG 2503 (1997 Edition or equivalent) • Additional Insured—Owners, Lessees or Contractors Endorsement, ISO Form 2010 (2004 Edition or equivalent) • Additional Insured—Owners, Lessees or Contractors Endorsement, ISO CG 2037 (2004 Edition or equivalent) • The policy shall be endorsed to include the following additional insured language on the Additional Insured Endorsements specified above: “County, its subsidiary, parent, associated and/or affiliated entities, successors, or assigns, its elected officials, trustees, employees, agents, and volunteers named as an additional insured with respect to liability and defense of suits arising out of the activities performed by, or on behalf of the Contractor, including completed operations”. 3) Auto Liability: Bodily injury and property damage for any owned, hired and non-owned vehicles used in the performance of this Contract. Minimum Limits: Statutory 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 Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 7 certified statement as to claims pending against the required coverages, reserves established on account of such claims, defense costs expended and amounts remaining on policy limits. 2) In addition, these Certificates of Insurance shall contain the following clauses: a. The contractor’s insurance shall be primary and non-contributory with any insurance or self-insurance purchased by the County. b. The insurance companies issuing the policy or policies hereunder shall have no recourse against the County of Pitkin for payment of any premiums or for assessments under any form of policy. c. Any and all deductibles or self-insured retentions in the above- described insurance policies shall be assumed by and be for the amount of, and at the sole expense of the Contractor. d. Location of operations shall be: “all operations and locations at which work for the referenced Project is being done.” 3) Certificates of Insurance for all renewal policies shall be delivered to the County’s Representative at least fifteen (15) days prior to a policy’s 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. Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 8 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 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: Ryan Mahoney 530 E Main St Aspen, CO 81611 Email: ryan.mahoney@pitkincounty.com with copies to: Pitkin County Attorney’s Office 530 E. Main St., Suite #301 Aspen, Colorado 81611 Email: Attorney@pitkincounty.com Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 9 To Contractor: Sustainable Strategies DC LLC 1801 California St., Suite 2400 Denver, CO 80218 Phone: (303) 981-4477 Email: ashley.badesch@strategiesdc.com Contract # 059.26 Revision: 2024.10.08 iso8601 CDD iso 8601 10 IN WITNESS WHEREOF, the parties have executed this Contract as of the date first set out herein above. SUSTAINABLE STRATEGIES DC LLC ________________________________________________ !#VENDOR SIGNATURE#! Date PITKIN COUNTY, COLORADO RECOMMENDED FOR APPROVAL: _________________________________________________ !#DEPARTMENT REPRESENTATIVE#! Date COUNTY MANAGER APPROVAL: ________________________________________________ !#COUNTY MANAGER#! Date Ryan Mahoney Deputy County Manager Mar-17-2026 Partner Ashley Badesch Mar-17-2026 Mar-20-2026 Interim County Manager Kara Silbernagel March 10, 2026 Ruslana Ivanova Procurement Specialist Pitkin County 530 East Main Street Aspen, CO 81611 Re: Proposal for Funding Consulting, Grant Writing & Advocacy Services Dear Ms. Ivanova, On behalf of Sustainable Strategies DC (S2), I am pleased to provide this proposal for continued strategic consulting, grant writing, and advocacy services to Pitkin County. S2 has extensive experience and success with helping localities across the country and throughout the State of Colorado to secure resources for transportation infrastructure, affordable housing, economic development, parks and recreation, and other community revitalization priorities. S2 has secured over $8.3 million in federal and state grant funds for Pitkin County priority projects since beginning our retainer relationship in March of 2023. S2 has proven approaches for working with local government clients to build strategic support with critical partners, identify and pursue promising resources to support project components and phases, and secure and leverage the funds necessary to complete priority projects. This letter includes a proposed scope of work and compensation arrangement for a monthly retainer to provide ongoing, comprehensive funding support. SCOPE OF WORK S2’s most effective work for communities is done through a community-wide retainer relationship, which allows S2 to provide full-serve grant-writing and advocacy services to chase funding for a variety of community priorities, including affordable housing, infrastructure, public health and safety, parks and recreation, and other needs. This approach allows us to explore and chase a wide variety of available funding sources, improving our ability to bring back significant resources for top-priority projects and/or for other projects that can help to offset the costs of the community’s top-priority projects. Our full retainer services include: •Resource Roadmap (Update): When we began work with the County in 2023, we developed a “Resource Roadmap” to serve as an annual funding agenda for Pitkin County. The Resource Roadmap is a written strategic plan that aligns funding needs with available resources and outlines best approaches for building support; identifying and pursuing funding from federal, state, and philanthropic sources, and organizing advocacy for pending grant applications. The Roadmap describes key information on the most promising funding opportunities including eligible uses of funds, typical funding ranges, required matching and leveraging levels, deadlines, key competitiveness factors, points of contact, and action steps. This deliverable Attachment A became the County’s actual roadmap for prioritizing specific resources, planning, budgeting matches, and conducting a strategic advocacy program. Since it has been three years since we developed the Resource Roadmap, S2 recommends updating the roadmap to ensure our understanding of the County’s priority projects remains up to date and to capture changes in the federal and state funding landscape since our initial roadmap. S2 will coordinate with the Pitkin County team to schedule a series of brief meetings with County department to provide us with an update of top priority projects and their status/timelines. • On-Going Grant-Writing Services: To implement the Resource Roadmap, S2 proposes to include grant-writing services for ten to twelve (10-12) grant opportunities (includes drafting of earmark proposals) over the twelve-month contract periods. S2 will engage with County staff to carry out these services by: o Providing strategic advice to help shape projects to be more competitive for foundation, federal, state, and other funding opportunities. o Working with the County’s team to identify and gather stakeholder support for funding projects from the right local, regional, state, and national partners. o Providing full-service grant-writing, including drafting, finalizing, and submission of narratives, stakeholder support letter templates, attachments, and other components of competitive proposals. o Conducting grant review of any proposals prepared by the County and stakeholders. o Submitting grants through Grants.gov or other means. • Conducting regular conference calls and communications with the County to provide updates on upcoming grant opportunities, receive updates on new funding needs and projects, and to discuss relevant legislative updates that may impact County’s priority projects. • Regularly updating the funding agenda to reflect emerging grant opportunities. • Connecting the Pitkin County team to the appropriate federal, state, and philanthropic officials to conduct project-specific advocacy. This will include planning an annual advocacy trip to Washington, DC, for County elected officials and key staff to meet with relevant federal agency officials and Pitkin County’s U.S. Members of Congress to build relationships and seek support for pending and upcoming funding proposals. • Connecting Pitkin County with broader-based coalition-building and advocacy opportunities that aim to influence funding policy relevant to community priorities (e.g. pushing the State or federal agencies to increase funding within certain programs or to launch new programs to serve the County’s needs). • **NOTE: Sustainable Strategies DC provides federal advocacy services to clients. We are aware that the County previously retained a separate firm for federal lobbying and may be seeking a replacement for those services. Sustainable Strategies DC is willing and able to expand this scope to include more robust federal advocacy services for the County and/or the Aspen/Pitkin County Airport, if desired. If a new federal advocate is retained, we request direct coordination with that firm on federal advocacy issues for the grants and projects we assist with, to optimize results for the County. Please let me know if you would like to discuss further. S2 proposes a monthly retainer of $10,000/month (includes an increase of 2.5% above previous monthly rate of $9,750 to account for inflation) to include the full scope of work above over a 12- Attachment A month contract period (totals $120,000 over 1 -months). In addition to the monthly retainer, S2 may invoice Pitkin County for reasonable out-of-pocket expenses for travel to Pitkin County and/or for advocacy trips to Washington, DC. BACKGROUND ON SUSTAINABLE STRATEGIES DC S2 is a government affairs and strategic consulting firm based in Washington, DC, and Denver, CO, that helps local government clients to secure resources for revitalization and other community needs. Our areas of focus include infrastructure improvements, sustainable economic development, public health and safety, affordable housing, parks and recreation, and infrastructure improvements. Unlike large lobbying firms that focus on providing legislative updates, S2 provides tailored funding strategies, full grant-writing services, project-specific congressional and agency advocacy, and ongoing strategic consulting. We have helped communities across America succeed on innovative local projects and secure hundreds of millions of dollars in resources for those projects. See our attached “Success Matrix” for a list of client successes. A small sample of our recent successes for Pitkin County includes: ● $403,653 in Colorado Department of Public Health & Environment (CDPHE) Elevating Prevention in Colorado (EPIC) grant funding for the Aspen-Pitkin Healthy Futures Coalition ● $160,000 in Colorado Energy Office (CEO) Charge Ahead Colorado funding for the Pitkin County Highway 82 DCFC Chargers project ● $250,000 in Colorado State Historical Fund resources for the Redstone Historical Society DeMaestri-Durrett Cottage Acquisition Project ● $250,000 in Colorado Water Conservation Board (CWCB) Water Supply Reserve Funds for the Pitkin County Lincoln Creek Watershed Phase 2 Project KEY STAFF Ashley Badesch, Partner: The work described in this proposal will be performed primarily by Ashley Badesch, a partner at Sustainable Strategies DC with 12 years of experience in grant writing and federal representation of local governments. Ashley leads Sustainable Strategies DC's Western Office based in Denver, working with local government and non-profit clients to pursue federal, state, and philanthropic grant funds to advance community priorities. Ashley earned her J.D., Magna Cum Laude, at Georgetown University Law Center. She received her Master of Public Policy with a focus in Environmental Policy and a Bachelor of Arts in Spanish and Minor in Philosophy from the University of Virginia. Spiro Maleki: Senior Associate & Grant-Writer: Spiro serves as a Senior Associate and Grant- writer in Sustainable Strategies DC's Western Office, assisting clients on their grant proposals and other needs. He is a recent graduate of the University of California, Los Angeles where he received Bachelor's Degrees in Public Affairs and Geography. Prior to joining the team, Spiro interned at the Los Angeles Mayor's Office of Budget and Innovation. Floyd McCluhan: Associate & Grant-Writer: Floyd serves as an Associate and Grant-writer in Sustainable Strategies DC's Western Office, assisting clients on their grant proposals and other needs. He is a graduate of the University of California, Berkeley where he received a BA in English. Previously, Floyd interned with a Bay Area land trust organization, where he helped conserve some of the region's last remaining natural spaces and advocated against detrimental sprawl projects. Additionally, he was a grant writer for an affordable housing cooperative based in Berkeley. Attachment A Please let us know if you would like any more information or want to discuss this proposal. We hope to have the opportunity to work with you and the Pitkin County team. Sincerely, Attachment A Certificate Of Completion Envelope Id: F70C2503-E7C1-4D48-B529-E627D6EFC0DF Status: Completed Subject: Sustainable Strategies | Pitkin County Contract 059.26 for Review & Signature Source Envelope: Document Pages: 17 Signatures: 5 Envelope Originator: Certificate Pages: 5 Initials: 1 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: 98.245.174.254 Record Tracking Status: Original 3/13/2026 3:59:08 PM Holder: Pitkin County Procurement Procurement@PitkinCounty.com Location: DocuSign Signer Events Signature Timestamp Connie Baker connie.baker@pitkincounty.com Budget Director Pitkin County Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 74.244.9.219 Sent: 3/13/2026 4:07:28 PM Viewed: 3/13/2026 4:20:48 PM Signed: 3/13/2026 4:20:57 PM Electronic Record and Signature Disclosure: Not Offered via Docusign Ryan Mahoney ryan.mahoney@pitkincounty.com Deputy County Manager Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 65.38.144.66 Sent: 3/13/2026 4:21:00 PM Resent: 3/16/2026 2:38:33 PM Resent: 3/17/2026 11:43:32 AM Viewed: 3/17/2026 12:41:33 PM Signed: 3/17/2026 12:42:06 PM Electronic Record and Signature Disclosure: Not Offered via Docusign Ashley Badesch ashley.badesch@strategiesdc.com Partner Security Level: Email, Account Authentication (None)Signature Adoption: Pre-selected Style Using IP Address: 38.22.73.242 Sent: 3/17/2026 12:42:08 PM Viewed: 3/17/2026 1:35:56 PM Signed: 3/17/2026 1:36:15 PM Electronic Record and Signature Disclosure: Accepted: 3/17/2026 1:35:56 PM ID: f620215b-0bff-4a05-af9a-ebb4d2845282 Company Name: Pitkin County, Colorado Kara Silbernagel kara.silbernagel@pitkincounty.com Interim County Manager Pitkin County Colorado Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 2601:281:0:3ed0:c9d5:2efc:6628:4c81 Sent: 3/17/2026 1:36:18 PM Viewed: 3/20/2026 9:07:27 AM Signed: 3/20/2026 9:08:16 AM Electronic Record and Signature Disclosure: Signer Events Signature Timestamp Accepted: 6/26/2025 10:29:11 AM ID: 13c88870-faf6-4375-8fed-1bd1d274f164 Company Name: Pitkin County, Colorado In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Carbon Copy Events Status Timestamp Pitkin County Procurement procurement@pitkincounty.com Ruslana Ivanova, Procurement Specialist Pitkin County Security Level: Email, Account Authentication (None) Sent: 3/20/2026 9:08:18 AM 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: 3/20/2026 9:08:19 AM Electronic Record and Signature Disclosure: Not Offered via Docusign Amy Pendarvis amy.pendarvis@pitkincounty.com Security Level: Email, Account Authentication (None) Sent: 3/20/2026 9:08:19 AM Electronic Record and Signature Disclosure: Not Offered via Docusign Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted 3/13/2026 4:07:28 PM Certified Delivered Security Checked 3/20/2026 9:07:27 AM Signing Complete Security Checked 3/20/2026 9:08:16 AM Completed Security Checked 3/20/2026 9:08:19 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: Ashley Badesch, Kara Silbernagel 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.