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HomeMy WebLinkAboutC06-307
AGREEMENT
THIS AGREEMENT, is made and entered into this of ,2006,
effective 6e~ It;, ~<1Z' <b , by and between EAGLE COUNTY, STATE OF
COLORADO, acting by and through its Board of County Commissioners, located at 500
Broadway, Eagle, Colorado, hereinafter referred to as "County," and RRC ASSOCIATES, a
company licensed to conduct business in the State of Colorado, with offices located at 4940 Pearl
East Circle, Boulder, Colorado, hereinafter referred to as "Consultant."
RECITALS:
WHEREAS, the Eagle County Board of County Commissioners adopted the Eagle
County Comprehensive Housing Plan in July, 1998 and updated the Eagle County
Comprehensive Housing Plan in December, 2005; and
WHEREAS, the Eagle County Comprehensive Housing Plan includes several
recommendations addressing the ever-increasing need for affordable housing; and
WHEREAS, the Eagle County Board of County Commissioners adopted the Local
Resident Housing Guidelines in July, 2005, thereby incorporating inclusionary housing and
employment/housing linkage guidelines within the Eagle County Land Use Regulations; and
WHEREAS, the Eagle County Board of County Commissioners continues to recognize
the need for affordable housing as a County priority;
WHEREAS, the County's Community Development and Housing Department desires to
understand the changes that have occurred since the last housing assessment study of 2001, to
monitor the success of the existing inclusionary housing and employment/housing linkage
programs and to assess the continuing need for affordable housing;
WHEREAS, the Consultant has expertise in such areas; and
WHEREAS, the County desires to retain the Consultant to provide such services.
NOW, THEREFORE, in consideration of the premises and the mutual covenant and
agreements set forth herein, the parties agree as follows:
1. FORM OF AGREEMENT
This agreement shall consist of the terms and conditions stated in the following numbered
articles. No other documentation related to this Agreement or generated as a result of this
Agreement shall form a part of this Agreement unless expressly referenced and incorporated
herein.
2. COUNTY REPRESENTATIVE
The Director of Eagle County Housing Department, KT Gazunis, is the official County
Representative and directs all services under this Agreement. Communications between the
County and the other party to this Agreement shall be directed through the Director or her
designee.
3. DEFINITIONS
Inclusionary Housing: requirement that residential developers provide a variety of
housing including affordable housing, or a financial set-aside, in proportion to the size of the
new market rate development.
Employment/Housing Linkage: a program requiring residential, commercial, industrial, or
resort developers to provide for the housing needs of the additional employees made necessary
by their development.
4. SERVICES TO BE PERFORMED
The Consultant shall provide to the County those professional services as described in
Exhibit "A" and incorporated herein by reference. The Consultant's projection about the time
necessary to complete the aforementioned items is outlined in Exhibit "A."
5. CONSULTANT'S PROFESSIONAL LEVEL OF CARE
Consultant shall be responsible for the completeness and accuracy of the Consulting
Services, including all supporting data and other documents prepared or compiled in
performance 0 f the Services, and shall correct, a t it s sole expense, all significant errors and
omissions therein. The fact that the County has accepted or approved the Consulting Services
shall not relieve Consultant of any of its responsibilities. Consultant shall perform the
Consulting Services in a skillful, professional and competent manner and in accordance with the
standard of care, skill and diligence applicable to consultants, with respect to similar services, in
this area at this time.
6. PAYMENT
A. The County shall pay the Consultant for all professional services and reasonable
reimbursable expenses performed in accordance with the provisions 0 f services as de scribed
above for an amount not to exceed Forty Eight Thousand, Eight Hundred Dollars ($48,800).
Professional services shall be invoiced at the rates stated in Exhibit "A."
B. The Consultant shall invoice the County monthly during this assignment for
charges incurred. Invoices shall be due and payable within thirty (30) days of receipt. Invoices
not paid after thirty (30) days shall incur a finance charge of one and one half percent (1 Yz %) per
month.
7. TERM/TERMINATION
The term of this Agreement shall commence upon execution of this Agreement by both
parties and shall terminate on February 28,2007. This Agreement may be terminated by either
party without cause upon thirty (30) days written notice, and such termination shall in no way
prejudice the payments due the Consultant for services rendered, nor the County's right to
services prior to the end of the period of notice. If the Consultant's services are terminated,
postponed or revised, it shall be paid only for that portion of the work satisfactorily completed at
the time of such action.
8. ASSIGNMENT OR SUBCONTRACTING
A. The Consultant and the County agree not to assign, pledge, transfer, or
subcontract their duties and rights in this Agreement, in whole or in part without first obtaining
the written consent of the other party, the County Representative or the representative of the
Consultant. Any attempt by the Consultant or the County to assign, transfer, or subcontract their
rights hereunder without such prior written consent of the County Representative or the
representative of the Consultant, as the case may be, shall at the option of the non-defaulting
party automatically terminate this Agreement and all rights of the defaulting party. Such consent
may be granted or denied at the sole and absolute discretion of the representative of the
Consultant if the County is seeking consent or by the County if the Consultant is seeking such
consent.
B. Prior to designating an outside professional consultant to perform any of these
services, the Consultant shall submit the name, together with a resume of training and experience
in work of like character being contemplated, to the County Representative and receive written
approval therefrom. Such approval shall be at the sole discretion of the County.
9. PROHIBITIONS ON PUBLIC CONTRACT FOR SERVICES:
A. The Contractor shall not knowingly employ or contract with an illegal alien to
perform work under the public contract for services; or enter into a contract with a subcontractor
that fails to certify to the contractor that the subcontractor shall not knowingly employ or
contract with an illegal alien to perform work under the public contract for services.
B. The Contractor shall verify or attempt to verify through participation in the Basic
Pilot Verification program, as administered by the United States Department of Homeland
Security, that the Contractor does not employ any illegal aliens. If the Contractor is not accepted
into the Basic Pilot Verification Program prior to entering into a public contract for services, the
contractor shall apply to participate in the Program every three months until the contractor is
accepted or the public contract for services has been completed, whichever is earlier. Information
on applying for the Basic Pilot Verification Program can be found at: https://www.vis-
dhs.com \employerregistration
C. The Contractor shall not use the Basic Pilot Verification Program procedures to
undertake pre-employment screening of job applicants while the public contract for services is
being performed.
D. If the Contractor obtains actual knowledge that a Subcontractor performing work
under the public contract for services knowingly employs or contracts with an illegal alien, the
Contractor shall be required to:
i. NotifY the Subcontractor and the County within three da ys that the Contractor ha s
actual knowledge that the Subcontractor is employing or contracting with an illegal alien;
and
ii. Terminate the Subcontract with the Subcontractor if within three days of receiving the
notice required pursuant to subparagraph (i) of the paragraph (d) the Subcontractor does
not stop employing or contracting with the illegal alien; except that the Contractor shall
not terminate the contract with the Subcontractor if during such three days the
Subcontractor provides information to establish that the Subcontractor has not knowingly
employed or contracted with an illegal alien.
E. The Contractor shall comply with any reasonable request by the Department of
Labor and Employment made in the course of an investigation that the department is undertaking
pursuant to its authority.
F. If a Contractor violates these prohibitions, the County may terminate the contract
for a breach of the contract. If the contract is so terminated, the Contractor shall be liable for
actual and consequential damages to the County.
10. STATUS OF CONSULTANT
A. It is understood and agreed by and between the parties that the status of the
Consultant shall be that of an Independent Contractor and is not intended, nor shall be construed,
that the Consultant, its officers, directors, agents, subcontractors or employees under this
Agreement are employees or officers of the County. THE CONTRACTOR UNDERSTANDS
THAT IT AND ITS EMPLOYEES ARE NOT ENTITLED TO WORKERS' COMPENSATION
OR FRINGE BENEFITS FROM THE COUNTY AND THAT IT IS OBLIGATED TO PAY
FEDERAL, STATE, AND LOCAL TAXES ON ANY MONIES RECEIVED PURSUANT TO
THIS AGREEMENT.
B. The Consultant shall not have the authority to, and will not make any
commitments or enter into any agreement with any party on behalf of County without the written
consent of a senior management representative of County.
C. The Consultant will maintain liability, unemployment and workman's
compensation insurance on his/her own behalf, as necessary.
11. VENUE, GOVERNING LAW
This Agreement shall be construed and enforced in accordance with the laws of the State
of Colorado and the parties he reby agree to submit tot he jurisdiction of the courts thereof.
Venue shall be in the Fifth Judicial District for the State of Colorado.
12. LIABILITY
The Consultant agrees to b e responsible f or a ny an all ne gligent 0 r wrongful acts 0 r
omissions of its officers, employees and agents arising out of this Agreement. The parties
acknowledge that the County is covered under the Colorado Governmental Immunity Act, C.R.S.
S24-10-lOl et seq. The parties hereto understand and agree that the County is relying upon, and
has not waived, the monetary limitations ($150,000 per person, $600,000 per occurrence) and all
other rights, immunities and protections provided by the Colorado Governmental Immunity Act.
13. EXECUTIONS OF AGREEMENT
This Agreement is expressly subject to, and shall not be or become effective or binding
on any party hereto until it has been fully executed by all parties hereto.
14. BINDING EFFECT
This Agreement shall be binding on all parties, their successors and assigns.
15. NOTICES
Notices concerning termination of this Agreement, notice of alleged or actual violation of
the terms or provisions of this Agreement, and all other notices shall be provided to the parties at
the following addres.ses.
If to the County:
Eagle County Government With a copy to:
Housing Department Eagle County Government
Attn: KT Gazunis County Attorney's Office
500 Broadway 500 Broadway
P.O. Box 850 P.O. Box 850
Eagle, CO 81631 Eagle, CO 81631
If to the Consultant:
RCC Associates
C. Christian Cares, Principal
4940 East Pearl Circle
Boulder, CO 80301
Said notices shall be delivered by pre-paid U.S. Mail and shall be deemed effective three
(3) days after deposit with the U.S. Postal Service. The parties may from time to time designate
substitute addresses or persons where and to whom such notices are to be mailed or delivered but
such substitutes shall not be effective until actual receipt of written notification.
16. COUNTERPARTS OF AGREEMENT
This Agreement reflects the entire Agreement of the parties with respect to the subject
matter hereof and supersedes all prior or written statements, understandings or correspondence, if
any, respect thereto. This Agreement may be amended only by one or more Amendatory
Agreements executed in the same manner as this Agreement.
17. INDEMNIFICATION
The Consultant shall defend, indemnify, and hold harmless the County, and its elected
officials, administrators, employees and agents from and against any and all claims, demands,
causes of actions, proceedings, damages, losses and expenses resulting from the negligent or
willful acts or omissions by the Consultant, including the Consultant's officers, principals,
employees and agents. The Consultant need not indemnifY or hold the County harmless for
damages or claims by the sole negligence of the County or the County's elected officials,
administrators or employees.
18. SEVERABILITY
In the event that any foregoing article, sub-article, term or provision is deemed illegal by
adjudication, or in conflict with any law of the State of Colorado, the validity of the remaining
articles of this Agreement shall remain in effect and enforceable as if this Agreement did not
contain the invalid article, sub-article, term or provision.
19. BUDGET/APPROPRIATIONS
The funds currently appropriated for this project are equal to or in excess of the contract
amount. Notwithstanding anything to the contrary contained in this Agreement, no charges shall
be made to County nor shall any payment be made to Consultant in excess of the above amounts
for any work do ne without the written approval 0 f the County in accordance with a budget
adopted by the Board of County Commissioners in accordance with the provisions of the
Colorado Revised Statutes. The parties recognize that the County is a governmental entity and
that all financial obligations beyond the current fiscal year are subject to funds being budgeted
and appropriated.
I//THE REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK///
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed as of
the day and year first above written.
EAGLE COUNTY, COLORADO,
o~ 'f)\Gl.e Co By and through its
:~ ~ OARD OFC~:IONERS
0* .:-~.. J. ~/
B~ /
Teak J. Simonton Peter Ru yon, /
Clerk to the Board of Chairman, County Commissioners
County Commissioners
RRC ASSOCIATES, INC.
EXHIBIT" A"
SCOPE OF SERVICES
A. Detailed Company Background
RRC Associates, Inc. is submitting this proposal on RRC Associates and Rees
Consulting, Inc., to complete a comprehensive assessment of housing needs for Eagle
County. Wendy Sullivan will be the lead contractor and will organize the efforts of the
firms involved in this needs assessment.
Chris Cares, Principal Melanie Rees
Wendy Sullivan, Planner Rees Consulting, Inc.
RRC Associates, Inc. PO Box 3845
4940 Pearl East Cir, Suite 103 Crested Butte, CO 81224
Boulder, Co 80301 970/349-9845
303/449-6558 970/349-6458 FAX
303/449-6587 FAX
We have found that housing needs assessments are an important component of an
overall housing strategy for any community. Our unique approach to primary data
collection and key informant interviews results in a report with recommendations that are
easily understood and educational. Most importantly, recommendations to address the
needs identified in the study are grounded in the local context and support the
implementation of workable polices and program strategies.
B. Staff Resumes
Complete staff resumes have been included in Appendix A. Wendy Sullivan will be the
primary contact to be used by Eagle County.
C. Experience
In addition to our work in Eagle County with housing issues and other research since
1990, other recent relevant projects include:
. Town of Vail (Colorado, 2004,2006) - RRC Associates, Inc., has been involved with
housing issues and research in Vail for several years. "Vail Housing Research,
Choices and Potential Outcomes" was completed in 2004, which was an assessment
of current and future housing needs in Vail with particular focus on (1) future
employment anticipated as a result of new development and redevelopment within
Vail, (2) the impact of second home buyers in the area and (3) non-residential
development occurring down valley. RRC Associates, Inc., is also presently involved
in a Housing Nexus study for the Town of Vail, which incorporates a homeowner
survey to understand the link between residences and home service jobs.
. Teller County (Colorado, 2006) - RRC Associates, Inc., headed this Housing Needs
Assessment and Strategic Plan. The study included primary research in the form of
household surveys, employer surveys and in-commuter surveys, along with key
informant and social service agency interviews to understand housing needs
throughout Teller County and in the incorporated cities of Woodland Park, Cripple
Creek and Victor. We worked closely with the Teller County Housing Task Force,
which included city and county staff, elected officials, non-profit and economic
development representatives and residents, throughout the study and conducted
open houses to solicit input regarding the key findings from this study and the
recommendations that were under consideration. The Strategic Plan was created as
a housing planning tool that identifies housing needs along with multiple
implementation strategies that the county and cities can pursue as they work to
address housing needs and goals in the area.
. Garfield County (Colorado, 2006) - RRC Associates in team with McCormick and
Associates conducted a Housing Needs Assessment and Nexus Study for Garfield
County. We analyzed housing conditions and demand in Garfield County and its
municipalities to identify current housing needs in the area and expected needs in
the future. Garfield County is reviewing their inclusionary zoning ordinance and a
primary outcome of this study was to analyze the effectiveness of the existing
ordinance in light of housing needs throughout the area. A Nexus Study was also
conducted to support a possible commercial and residential housing linkage program
in the County. A primary finding from the study was that housing needs are not
consistent throughout the County, with vastly different needs in the Carbondale and
Glenwood Springs area than in the western part of the County (Rifle, Parachute, Silt
and New Castle).
. Eastern Sierra (California, 2004) - Using a combination of a county-wide household
survey that focused on seniors and employee households, along with written surveys
to area employers and employees, key informant interviews with lenders, property
managers, realtors and area employers, the recently completed Housing Needs
Assessment for these Counties is being used to support the work of the Inyo County
Housing Task Force and the Mono County Board of Supervisors to evaluate existing
housing programs and identify policies and programs that will better meet the
changing needs of area employees and residents within the constraints of limited
land availability, pressures from out of county buyers and a growing tourist and
service based economy.
. Blaine County (Idaho, 2006) - Rees Consulting, Inc., managed this project in team
with RRC Associates, Inc., to update the Housing Needs Assessment conducted in
1999. This study incorporated primary research in the form of household surveys,
employer surveys, in-commuter surveys and key informant interviews to understand
recent demographic and employment changes, housing and commercial
development (past, present and pending development), housing market trends and
workforce housing needs and preferences. The focus of this study was to provide
Blaine County with estimates of catch-up and keep-up housing, changes in
workforce housing needs since the previous study and the types, prices and
locations of units demanded by the current workforce.
We have completed numerous other countywide projects that included a combination of
rural and resort areas. We are particularly proud of the significant number of
communities that have retained us for multiple projects over the years:
. Elbert County, Colorado (2002)
. Clear Creek County, Colorado, 1996/2002 (Georgetown, Idaho Springs)
. Eagle County, Colorado, 1990, 1996 and1999/2001/2002/2005 (Vail and Towns of
Eagle, Gypsum and Avon)
. Grand County, Colorado, 1992 and 2001 (Winter Park Resort, Tabernash, Grand
Lake)
. Garfield County, Colorado, 2001 (Assessed impact of housing demand on the
County from Aspen)
. San Miguel County, Colorado, 1996 and 1999/2000 (Telluride Resort Area)
. Routt County Housing Study, Colorado, 2003 (Steamboat Springs, Hayden and Oak
Creek)
. Teton County, Wyoming, 2000, 2001,2005 (Teton County and communities-
residential job generation study (2000), planning and community research (2001),
housing needs assessment survey (2005)
. Blaine County, Idaho, 2001, 2006 (Blaine County)
. Central Oregon, 2000/2003, 2006 (Bend and Cook, Deschutes and Jefferson
Counties)
. Eastern Sierra Council of Governments, 2004 (Mono and Inyo Counties California)
. Mammoth Lakes, 2005,2006 (California)
D. Project Narrative
The primary research techniques we are proposing for Eagle County include household
surveys, employer surveys, in-commuter surveys and key informant interviews.
Combined with past studies and publicly available information, results from the surveys
and key informant interviews will provide clear insights about the existing needs from
current residents and workers, as well as in-commuters. More specifically, the steps of
the study are outlined as follows:
Data Collection
We propose a combination of primary research methods to supplement the information
available through existing reports and studies (e.g., previous housing studies and
surveys) and public sources (e.g., US Census, Department of Local Affairs, Bureau of
Economic Analysis, Colorado Division of Housing, County Assessor, etc.). Our
recommended techniques stem from a need to understand both resident population
trends, as well as the economic climate in the area. Our proposed primary research
methods include:
. Household surveys;
. Employee surveys;
. Employer surveys; and
. Key Informant Interviews with local employers, area developers, housing agencies,
planning and redevelopment staff, realtors and property managers.
These research methods will provide more detailed information on local housing and
employment patterns, preferences, availability and perceptions than is currently
available through existing data sources. Combined with information from the US
Census, Colorado Division of Housing and local agencies, data from the surveys and
interviews will be used to develop an Eagle County housing profile; define the market
size, demographics and configuration; and explain population and household
characteristics, needs and preferences.
Data Presentation
Publicly available information will be gathered to provide a preliminary understanding of
population, household and housing unit conditions in the area. This typically includes
information from the US Census and other published documents, including the State of
Colorado Vacancy Survey Report. This information will be compared to survey results to
understand changes that may have occurred over the past 5 to 6 years. Information to
be gathered and discussed comprises:
. Population, number of households by household type, average household size,
presence of children and seniors;
. Number of renter and owner occupied households and housing costs;
. Average income and income distribution patterns for renters and owners;
. Commuting patterns, including percentage of persons who live and work in Eagle
County and those who work elsewhere;
. Estimate of cost-burdened households (those who pay 30% or more of their income
for housing);
. Percentage of households who have moved into the area within the last five years;
. Value of homes in the area, by unit type; and
. Rental housing trends, including average rents and vacancy rates in Eagle County.
Primary Research
We are proposing to conduct several surveys and key informant interviews to
understand current conditions in Eagle County. The approaches for obtaining this
information include:
. Household SU/vey
Our goal in the household survey is to ensure that surveys reach a representative
sample of households in Eagle County. By proper sampling technique and use of
incentives, we can ensure that the responses received cover the range of household
types, tenure and income groups needed to fully understand the needs and
opportunities in the County. We are proposing to distribute 4,000 surveys throughout
the area. We are also proposing that a meaningful incentive be offered to survey
participants, such as grocery certificates, to encourage participation from all types of
households. The proposed incentives have proven to be very effective when offered
in other areas.
We propose to provide a Spanish version of the survey to reach the important
Hispanic population in Eagle County. As discussed, we anticipate assistance from
the Housing Authority in reaching this group of respondents for household survey
distribution, including attending local events, churches and organized groups.
. Employer and Employee Survey
The employee and employer surveys will supplement information from the household
survey. To ensure that the surveys reach a representative sample of the universe of
employers in Eagle County, we will sample a minimum of 500 employers, 50 of
which will be contacted by phone and sought for in-commuter survey participation.
Specifically, we will:
0 Assemble a list of employers throughout the study area (based on QCEW
employer address files, and/or other lists as may be available).
0 Draw a sample of employers that is representative of the universe of all
employers, taking into account employer size (number of employees) and
location. Special care will be taken to include the largest employers in the
survey, who account for a disproportionate share of jobs in the region.
0 Ensure identified employers are contacted through the mail (or in the case of the
largest employers, in person) and providing them with survey materials, including
an employer survey, an appropriate number of in-commuting employee surveys
and a cover letter and explanatory materials describing the purpose, importance
and instructions for implementing the survey.
Employer surveys will help us understand housing from the viewpoint of employers
(e.g. housing programs they do or will support, employment issues related to cost of
living and housing choices), as well as current and future business operations and
expected changes in employment. We can also add questions of local significance,
based on any pending housing or employment issues specific to the community, as
needed in the study.
The in-commuting employee surveys will identify the characteristics of in-commuting
households, including their types of employment and salary, housing costs, reasons
for choosing their place and type of residence, interest in living in Eagle County if
housing was available, interest in finding a job located closer to their current place of
residence, housing preferences and needs and costs related to commuting. Spanish
versions of in-commuting surveys will also be provided.
. Local Realtor and Property Manager Interviews
Local realtor and rental property manager interviews will be conducted as a
supplement to the employee survey to learn what households are seeking when
looking to purchase or rent a unit. We will also learn about their experiences in the
current housing market, including concessions that are being offered, competitive
products (both rental and for-sale) and why households move into and/or around
Eagle County. We want to gain additional insights about the second home buying in
the area to understand its impacts on the housing market in the County. These
interviews will help define housing preferences in the area, including bedroom
configuration, size, location and amenities.
An effort will also be made to understand absorption rates of projects, with a focus
on income-restricted properties - for sale and rental.
. Housing Profile and Needs
We will describe the housing inventory and availability of both rental and for sale
properties at various price levels using a combination of information from the surveys
as well as building permits, Eagle County Assessor's Data, projects that are planned
and under construction and any information from the Board of Realtors, property
managers and housing agencies.
Further, the housing supply will be compared to the demand for housing to identify
any gaps in the availability of housing in different price, size and type categories.
The housing profile will include information on the age, condition, type and size of
units. Rental rates and purchase and mortgage costs will also be examined. Catch-
up and keep-up figures for housing will be provided both under population and
employment growth rates (as estimated by DOLA) and under a "change the
paradigm" assumption (given to us by Eagle County) based on growth management
limitations.
Finally, the demographics of households in need of housing at different AMI ranges
will be discussed along with recommendations on the types, sizes, locations and
price points for units for these populations, as primarily determined from preferences
stated on the surveys. We have proposed an optional focus qroup that could be
conducted with persons on waitlists for workforce housing or other target populations
to probe more specific design and amenity preferences for these groups.
. Employment
We will provide information on the number of residents that live and work in the area,
including the types of jobs in which they are employed, their location of employment
and their average household incomes. Surveys will provide information on the types
of employees and positions that have the most difficulty locating and affording
suitable housing. Information on the geographic and economic characteristics of the
area will be obtained from the employee surveys, employer interviews, and data from
local economic development agencies, Colorado State Demographer's Office,
Center for Business and Economic Forecasting, area planning departments, land-
use maps and other local information.
Workshops and Presentation
We anticipate two work/discussion sessions:
(1) Kick-off meeting for introductions and to target primary research efforts,
acquire interview contacts and gather existing reports and needed data and
(2) A work session on or near the release of the draft report to discuss
preliminary findings and help focus recommendations.
We have also budgeted for a presentation to the Eagle County Board of County
Commissioners of the final report.
We will define a mutually agreeable schedule for hosting the work sessions and report
presentation.
Report Organization
We anticipate providing results in an easy to understand and user friendly written report,
as well as in database formats, suitable for use by local planners and decision makers.
Our team includes planners with extensive public and private experience and we are
very conscious of the need for data sharing for multiple community purposes. Our
techniques for reporting results will encourage this sharing. The report will be made
available on CD-ROM. We will provide 5 bound copies of the final report.
E. Project Schedu Ie
We anticipate fielding surveys in mid-to-Iate November when businesses will be in gear
for the winter season. We anticipate any having a draft report in mid-January and the
final report in early February. Following are some of the key tasks and anticipated time
to comolete the work.
October November December January February
4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Workshop #1 - project discussion/organization,
information gathering, key informant contacts x
Public data collection - Census, housing market, etc. x x x
Identify employers x x
Survey design x x
Survey distribution and collection x x x x x
Employer and key informant interviews x x x
Information analysis and initial report draft x x x x x x
Workshop #2 - Discussion of draft (conference call) x x
Final report and presentation x x
F. Costs
Following is the proposed budget for the major work items identified in the proposal. We
are very amenable to discussing the proposed budget and modifying the scope of work
to respond to any budget constraints or other items which the group believes are
important to consider. Public meetings and presentations include travel time and
meeting preparation. Primary research includes all printing and mailing costs.
Primary Task Proposed Budget
Data Collection - existing data sources, analysis $1,500
Primary Research - includes: $18,600
Household Surveys (4,000 total)* $10,500
Employer Interviews/Survey (500 minimum) $3,900
In-Commuting Employee Surveys" $1,900
Key Informant Interviews $2,300
Data analysis and write-up $17,600
Demographic Profile (survey runs, public data, write-up) $1,900
Housing Profile (assessor data, survey runs, interviews, analysis, write-up) $4,500
Employment Profile (survey runs, public data, analysis, write-up) $2,200
Gap Analysis $3,900
Housing Market Preferences $2,500
Recommendations/Conclusions $2,600
Workshops and Presentation"" (2 workshops, 1 presentation) $3,800
Administration, printing, organizational $1,500
Contingency $2,000
TOTAL $45,000
Optional: Focus Group (specific housing needs and amenity preferences
Recruiting (8-10 participants plus incentives), questionnaire/material $3,800
design, facilitation, evaluation
*including Spanish versions; **includes travel and preparation time
F. Addition of Other Jurisdictions
We understand that many jurisdictions in Eagle County may desire to contribute to the
study to take advantage of the survey information and analysis that will be occurring on
a county-wide basis. The addition of other municipalities in Eagle County to the
research effort will not affect the above contract with Eagle County, but will be
negotiated in separate contracts with interested jurisdictions.