HomeMy WebLinkAboutECHDA17-003 Williford LLCAGREEMENT FOR PROFESSIONAL SERVICES BETWEEN EAGLE COUNTY HOUSING AND DEVELOPMENT AUTHORITY AND WILLIFORD LLC THIS AGREEMENT ("Agreement") is effective as of the 10/10/2017 , by and between Williford LLC a limited liability company (hereinafter "Consultant" or "Contractor") and Eagle County Housing and Development Authority, a body corporate and politic (hereinafter "ECHDA"). RECITALS WHEREAS, ECHDA desires to retain Consultant to complete Housing Demand Analysis for the Eagle River Valley portion of Eagle County (the "Project"); and WHEREAS, Consultant is authorized to do business in the State of Colorado and has the time, skill, expertise, and experience necessary to provide the Services as defined below in paragraph 1 hereof; and WHEREAS, this Agreement shall govern the relationship between Consultant and ECHDA in connection with the Services. AGREEMENT NOW, THEREFORE, in consideration of the foregoing and the following promises Consultant and ECHDA agree as follows: 1. Services. Consultant agrees to diligently provide all services, labor, personnel and materials necessary to perform and complete the services described in Exhibit A ("Services") which is attached hereto and incorporated herein by reference. The Services shall be performed in accordance with the provisions and conditions of this Agreement. a. Consultant agrees to furnish the Services no later than April 30, 2018 and in accordance with the schedule established in Exhibit A. If no completion date is specified in Exhibit A, then Consultant agrees to furnish the Services in a timely and expeditious manner consistent with the applicable standard of care. By signing below Consultant represents that it has the expertise and personnel necessary to properly and timely perform the Services. b. In the event of any conflict or inconsistency between the terms and conditions set forth in Exhibit A and the terms and conditions set forth in this Agreement, the terms and conditions set forth in this Agreement shall prevail. C. Consultant agrees that it will not enter into any consulting or other arrangements with third parties that will conflict in any manner with the Services. EC H DA17-003 2. ECHDA's Representative. ECHDA's designee shall be Consultant's contact with respect to this Agreement and performance of the Services. 3. Term of the Agreement. This Agreement shall commence upon the date first written above, and subject to the provisions of paragraph 12 hereof, shall continue in full force and effect through April 30, 2018. 4. Extension or Modification. This Agreement may not be amended or supplemented, nor may any obligations hereunder be waived, except by agreement signed by both parties. No additional services or work performed by Consultant shall be the basis for additional compensation unless and until Consultant has obtained written authorization and acknowledgement by ECHDA for such additional services in accordance with ECHDA's internal policies. Accordingly, no course of conduct or dealings between the parties, nor verbal change orders, express or implied acceptance of alterations or additions to the Services, and no claim that ECHDA has been unjustly enriched by any additional services, whether or not there is in fact any such unjust enrichment, shall be the basis of any increase in the compensation payable hereunder. In the event that written authorization and acknowledgment by ECHDA for such additional services is not timely executed and issued in strict accordance with this Agreement, Consultant's rights with respect to such additional services shall be deemed waived and such failure shall result in non- payment for such additional services or work performed. Compensation,. ECHDA shall compensate Consultant for the performance of the Services in a sum computed and payable as set forth in Exhibit A. The performance of the Services under this Agreement shall not exceed $65,000. Consultant shall not be entitled to bill at overtime and/or double time rates for work done outside of normal business hours unless specifically authorized in writing by ECHDA. a. Payment will be made for Services satisfactorily performed within thirty (30) days of receipt of a proper and accurate invoice from Consultant. All invoices shall include detail regarding the hours spent, tasks performed, who performed each task and such other detail as ECHDA may request. b. Any out-of-pocket expenses to be incurred by Consultant and reimbursed by ECHDA shall be identified on Exhibit A. Cut -of -pocket expenses will be reimbursed without any additional mark- up thereon and are included in the not to exceed contract amount set forth above. Cut -of -pocket expenses shall not include any payment of salaries, bonuses or other compensation to personnel of Consultant. Consultant shall not be reimbursed for expenses that are not set forth on Exhibit A unless specifically approved in writing by ECHDA. C. If, at any time during the term or after termination or expiration of this Agreement, ECHDA reasonably determines that any payment made by ECHDA to Consultant was improper because the Services for which payment was made were not performed as set forth in this Agreement, then upon written notice of such determination and request for reimbursement from ECHDA, Consultant shall forthwith return such payment(s) to ECHDA. Upon termination or expiration of this Agreement, unexpended funds advanced by ECHDA, if any, shall forthwith be returned to ECHDA. 2 ECHDA Pmfessional Services Final 5/14 d. ECHDA will not withhold any taxes from monies paid to the Consultant hereunder and Consultant agrees to be solely responsible for the accurate reporting and payment of any taxes related to payments made pursuant to the terms of this Agreement. e. Notwithstanding anything to the contrary contained in this Agreement, ECHDA shall have no obligations under this Agreement after, nor shall any payments be made to Consultant in respect of any period after December 31 of any year, without an appropriation therefor by ECHDA in accordance with a budget adopted by the Board of ECHDA in compliance with the Local Government Budget Law (C.R.S. 29-1-101 et. seq.) and the TABOR Amendment (Colorado Constitution, Article X, Sec. 20). b. Sub -consultants. Consultant acknowledges that ECHDA has entered into this Agreement in reliance upon the particular reputation and expertise of Consultant. Consultant shall not enter into any sub -consultant agreements for the performance of any of the Services or additional services without ECHDA's prior written consent, which may be withheld in ECHDA's sole discretion. ECHDA approves Rees Consulting Inc., WSW Consulting Inc., and National Research Center Inc. as sub -consultants to this Agreement. ECHDA shall have the right in its reasonable discretion to approve all personnel assigned to the subject Project during the performance of this Agreement and no personnel to whom ECHDA has an objection, in its reasonable discretion, shall be assigned to the Project. Consultant shall require each sub - consultant, as approved by ECHDA and to the extent of the Services to be performed by the sub - consultant, to be bound to Consultant by the terms of this Agreement, and to assume toward Consultant all the obligations and responsibilities which Consultant, by this Agreement, assumes toward ECHDA. ECHDA shall have the right (but not the obligation) to enforce the provisions of this Agreement against any sub -consultant hired by Consultant and Consultant shall cooperate in such process. The Consultant shall be responsible for the acts and omissions of its agents, employees and sub -consultants or sub- contractors. 7. Insurance. Consultant agrees to provide and maintain at Consultant's sole cost and expense, the following insurance coverage with limits of liability not less than those stated below: a. Types of Insurance. i. Workers' Compensation insurance as required by law. ii. Auto coverage with limits of liability not less than $1,000,000 each accident combined bodily injury and property damage liability insurance, including coverage for owned, hired, and non -owned vehicles. iii. Commercial General Liability coverage to include premises and operations, personal/advertising injury, products/completed operations, broad form property damage with limits of liability not less than $1,000,000 per occurrence and $2,000,000 aggregate limits. iv. Professional liability insurance with prior acts coverage for all Services required hereunder, in a form and with an insurer or insurers satisfactory to ECHDA, with limits of liability of not less than $1,000,000 per claim and $1,000,000 in the aggregate. In the event the professional liability 3 ECHDA Pmfessional Services Final 5/14 insurance is on a claims -made basis, Consultant warrants that any retroactive date under the policy shall precede the effective date of this Agreement. Continuous coverage will be maintained during any applicable statute of limitations for the Services and Project. b. Other Requirements. L The automobile and commercial general liability coverage shall be endorsed to include ECHDA, its associated or affiliated entities, its successors and assigns, elected officials, employees, agents and volunteers as additional insureds. ii. Consultant's certificates of insurance shall include sub -consultants as additional insureds under its policies or Consultant shall furnish to ECHDA separate certificates and endorsements for each sub -consultant. All coverage(s) for sub -consultants shall be subject to the same minimum requirements identified above. Consultant and sub -consultants, if any, shall maintain the foregoing coverage in effect until the Services are completed. In addition, all such policies shall be kept in force by Consultant and its sub -consultants until the applicable statute of limitations for the Project and the Services has expired. iii. Insurance shall be placed with insurers duly licensed or authorized to do business in the State of Colorado and with an "A.M. Best" rating of not less than A -VII. iv. Consultant's insurance coverage shall be primary and non-contributory with respect to all other available sources. Consultant's policy shall contain a waiver of subrogation against ECHDA. V. All policies must contain an endorsement affording an unqualified thirty (30) days' notice of cancellation to ECHDA in the event of cancellation of coverage. vi. All insurers must be licensed or approved to do business within the State of Colorado and all policies must be written on a per occurrence basis unless otherwise provided herein. vii. Consultant's certificate of insurance evidencing all required coverage(s) is attached hereto as Exhibit B. Upon request, Consultant shall provide a copy of the actual insurance policy and/or required endorsements required under this Agreement within five (5) business days of a written request from ECHDA, and hereby authorizes Consultant's broker, without further notice or authorization by Consultant, to immediately comply with any written request of ECHDA for a complete copy of the policy. viii. Consultant shall advise ECHDA in the event the general aggregate or other aggregate limits are reduced below the required per occurrence limit. Consultant, at its own expense, will reinstate the aggregate limits to comply with the minimum limits and shall furnish ECHDA a new certificate of insurance showing such coverage. 4 ECHDA Pmfessional Services Final 5114 ix. If Consultant fails to secure and maintain the insurance required by this Agreement and provide satisfactory evidence thereof to ECHDA, ECHDA shall be entitled to immediately terminate this Agreement. X. The insurance provisions of this Agreement shall survive expiration or termination hereof. xi. The parties hereto understand and agree that the ECHDA is relying on, and does not waive or intend to waive by any provision of this Agreement, the monetary limitations or rights, immunities and protections provided by the Colorado Governmental Immunity Act, as from time to time amended, or otherwise available to ECHDA, its affiliated entities, successors or assigns, its elected officials, employees, agents and volunteers. xii. Consultant is not entitled to workers' compensation benefits except as provided by the Consultant, nor to unemployment insurance benefits unless unemployment compensation coverage is provided by Consultant or some other entity. The Consultant is obligated to pay all federal and state income tax on any moneys paid pursuant to this Agreement. S. Indemnification. The Consultant shall indemnify and hold harmless ECHDA, and any of its officers, agents and employees against any losses, claims, damages or liabilities for which ECHDA may become subject to insofar as any such losses, claims, damages or liabilities arise out of, directly or indirectly, this Agreement, or are based upon any performance or nonperformance by Consultant or any of its sub -consultants hereunder; and Consultant shall reimburse ECHDA for reasonable attorney fees and costs, legal and other expenses incurred by ECHDA in connection with investigating or defending any such loss, claim, damage, liability or action. This indemnification shall not apply to claims by third parties against the ECHDA to the extent that ECHDA is liable to such third party for such claims without regard to the involvement of the Consultant. This paragraph shall survive expiration or termination hereof. 9. Ownership of Documents. All documents prepared by Consultant in connection with the Services shall become property of ECHDA. Consultant shall execute written assignments to ECHDA of all rights (including common law, statutory, and other rights, including copyrights) to the same as ECHDA shall from time to time request. For purposes of this paragraph, the term "documents" shall mean and include all reports, plans, studies, tape or other electronic recordings, drawings, sketches, estimates, data sheets, maps and work sheets produced, or prepared by or for Consultant (including any employee or subconsultant in connection with the performance of the Services and additional services under this Agreement). The completed Housing Demand Analysis will be provided in a format that can be easily printed, emailed and posted on websites. 10. Notice. Any notice required by this Agreement shall be deemed properly delivered when (i) personally delivered, or (ii) when mailed in the United States mail, first class postage prepaid, or (iii) when delivered by FedEx or other comparable courier service, charges prepaid, to the parties at their respective addresses listed below, or (iv) when sent via facsimile so long as the sending party can provide facsimile machine or other confirmation showing the date, time and receiving facsimile number for the 5 ECHDA Professional Services Final 5/14 transmission, or (v) when transmitted via e-mail with confirmation of receipt. Either party may change its address for purposes of this paragraph by giving five (5) days prior written notice of such change to the other party. ECHDA: ECHDA Attention: Tori Franks 25 Mill Loft Suite, 200 Edwards, CO 81632 Telephone: 970-328-8775 E-mail: tori.franks@eaglecounty.us With a copy to: Eagle County Attorney 500 Broadway Post Office Box 850 Eagle, Co 81631 Telephone: 970-328-8685 Facsimile: 970-328-8699 E-mail: atty @eaglecounty.us CONSULTANT: Willa Williford Williford LLC PO Box 941 Crested Butte, CO 81224 Telephone: 303-818-0096 E-mail: willa@willifordhousing.com it. Coordination. Consultant acknowledges that the development and processing of the Services for the Project may require close coordination between various consultants and contractors. Consultant shall coordinate the Services required hereunder with the other consultants and contractors that are identified by ECHDA to Consultant from time to time, and Consultant shall immediately notify such other consultants or contractors, in writing, of any changes or revisions to Consultant's work product that might affect the work of others providing services for the Project and concurrently provide ECHDA with a copy of such notification. Consultant shall not knowingly cause other consultants or contractors extra work without obtaining prior written approval from ECHDA. If such prior approval is not obtained, Consultant shall be subject to any offset for the costs of such extra work. 12. Termination. ECHDA may terminate this Agreement, in whole or in part, at any time and for any reason, with or without cause, and without penalty therefor with seven (7) calendar days' prior written notice to the Consultant. Upon termination of this Agreement, Consultant shall immediately provide ECHDA with all documents as defined in paragraph 9 hereof, in such format as ECHDA shall direct and 6 ECHDA Pmfessional Services Final 5/14 shall return all ECHDA owned materials and documents. ECHDA shall pay Consultant for Services satisfactorily performed to the date of termination. 13. Venue, Jurisdiction and Applicable Law. Any and all claims, disputes or controversies related to this Agreement, or breach thereof, shall be litigated in the District Court for Eagle County, Colorado, which shall be the sole and exclusive forum for such litigation. This Agreement shall be construed and interpreted under and shall be governed by the laws of the State of Colorado. 14. Execution by Counterparts; Electronic Signatures. This Agreement may be executed in two or more counterparts, each of which shall be deemed an original, but all of which shall constitute one and the same instrument. The parties approve the use of electronic signatures for execution of this Agreement. Only the following two forms of electronic signatures shall be permitted to bind the parties to this Agreement: (i) Electronic or facsimile delivery of a fully executed copy of the signature page; (ii) the image of the signature of an authorized signer inserted onto PDF format documents. All documents must be properly notarized, if applicable. All use of electronic signatures shall be governed by the Uniform Electronic Transactions Act, C.R.S. 24-71.3-101 to 121. 15. Other Contract Requirements. a. Consultant shall be responsible for the completeness and accuracy of the Services, including all supporting data or other documents prepared or compiled in performance of the Services, and shall correct, at its sole expense, all significant errors and omissions therein. The fact that the ECHDA has accepted or approved the Services shall not relieve Consultant of any of its responsibilities. Consultant shall perform the Services in a skillful, professional and competent manner and in accordance with the standard of care, skill and diligence applicable to Consultants performing similar services. Consultant represents and warrants that it has the expertise and personnel necessary to properly perform the Services and covenants that its professional personnel are duly licensed to perform the Services within Colorado. This paragraph shall survive termination of this Agreement. b. Consultant agrees to work in an expeditious manner, within the sound exercise of its judgment and professional standards, in the performance of this Agreement. Time is of the essence with respect to this Agreement. C. This Agreement constitutes an agreement for performance of the Services by Consultant as an independent contractor and not as an employee of ECHDA. Nothing contained in this Agreement shall be deemed to create a relationship of employer-employee, master -servant, partnership, joint venture or any other relationship between ECHDA and Consultant except that of independent contractor. Consultant shall have no authority to bind ECHDA. d. Consultant represents and warrants that at all times in the performance of the Services, Consultant shall comply with any and all applicable laws, codes, rules and regulations. 7 ECHDA Pmfessional Services Final 5/14 e. This Agreement contains the entire agreement between the parties with respect to the subject matter hereof and supersedes all other agreements or understanding between the parties with respect thereto. f. Consultant shall not assign any portion of this Agreement without the prior written consent of the ECHDA. Any attempt to assign this Agreement without such consent shall be void. g. This Agreement shall be binding upon and shall inure to the benefit of the parties hereto and their respective permitted assigns and successors in interest. Enforcement of this Agreement and all rights and obligations hereunder are reserved solely for the parties, and not to any third party. h. No failure or delay by either party in the exercise of any right hereunder shall constitute a waiver thereof. No waiver of any breach shall be deemed a waiver of any preceding or succeeding breach. i. The invalidity, illegality or unenforceability of any provision of this Agreement shall not affect the validity or enforceability of any other provision hereof. j. Consultant shall maintain for a minimum of three years, adequate financial and other records for reporting to ECHDA. Consultant shall be subject to financial audit by ECHDA auditors or their designees. Consultant authorizes such audits and inspections of records during normal business hours, upon five (5) days' notice to Consultant. Consultant shall fully cooperate during such audit or inspections. k. The signatories to this Agreement aver to their knowledge, no employee of the ECHDA has any personal or beneficial interest whatsoever in the Services or Property described in this Agreement. The Consultant has no beneficial interest, direct or indirect, that would conflict in any manner or degree with the performance of the Services and Consultant shall not employ any person having such known interests. 1. The Consultant, if a natural person eighteen (1$) years of age or older, hereby swears and affirms under penalty of perjury that he or she (i) is a citizen or otherwise lawfully present in the United States pursuant to federal law, (ii) to the extent applicable shall comply with C.R.S. 24-76.5-103 prior to the effective date of this Agreement. 16. Prohibitions on Government Contracts. As used in this Section 16, the term undocumented individual will refer to those individuals from foreign countries not legally within the United States as set forth in C.R.S. 8-17.5-101, et. seq. if Consultant has any employees or subcontractors, Consultant shall comply with C.R.S. 8-17.5-101, et. seq., and this Agreement. By execution of this Agreement, Consultant certifies that it does not knowingly employ or contract with an undocumented individual who will perform under this Agreement and that Consultant will participate in the E -verify Program or other Department of Labor and Employment program 8 ECHDA Pmfcssional Services Final 5114 ("Department Program") in order to confirm the eligibility of all employees who are newly hired for employment to perform Services under this Agreement. a. Consultant shall not: i. Knowingly employ or contract with an undocumented individual to perform Services under this Agreement; or ii. Enter into a subcontract that fails to certify to Consultant that the subcontractor shall not knowingly employ or contract with an undocumented individual to perform work under the public contract for services. b. Consultant has confirmed the employment eligibility of all employees who are newly hired for employment to perform Services under this Agreement through participation in the E -Verify Program or Department Program, as administered by the United States Department of Homeland Security. Information on applying for the E -verify program can be found at: https:llwww.uscis.gov/e-verify C. Consultant shall not use either the E -verify program or other Department Program procedures to undertake pre-employment screening of job applicants while the public contract for services is being performed. d. If Consultant obtains actual knowledge that a subcontractor performing work under the public contract for services knowingly employs or contracts with an undocumented individual, Consultant shall be required to: i. Notify the subcontractor and ECHDA within three (3) days that Consultant has actual knowledge that the subcontractor is employing or contracting with an undocumented individual; 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 undocumented individual; except that Consultant shall not terminate the contract with the subcontractor if during such three (3) days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an undocumented individual. e. Consultant 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 established in C.R.S. 8-17.5-102(5). f. If Consultant violates these prohibitions, ECHDA may terminate the Agreement for breach of contract. If the Agreement is so terminated specifically for breach of this provision of this Agreement, Consultant shall be liable for actual and consequential damages to ECHDA as required by law. 9 ECHDA Pmfessional Services Final 5114 g. ECHDA will notify the Colorado Secretary of State if Consultant violates this provision of this Agreement and ECHDA terminates the Agreement for such breach. [Rest of page intentionally left blank] 10 ECHDA Pmfessional Services Final 5/14 IN WITNESS WHEREOF, the parties have executed this Agreement the day and year first set forth above. Attest: E- -111-1-1111-11-1 Regina O'Brien, Clerk EAGLE COUNTY HOUSING AND DEVELOPMENT AUTHORITY dillian H. Ryan, Chair CON " *T Print Name: Willa Williford Title- Principle 11 L-CHDA Pmfessional Services Final 5/14 EXHIBIT A SCOPE OF SERVICES, SCHEDULE, FEES 12 ECHDA Pmfessional Services Final 5/14 WIll:ii 1.111 M-1 Scope of Services The Consultant will provide a well-documented Housing Demand Analysis report that demonstrates current and future housing demand and informs housing solutions. The study will include the Eagle River Valley portion of Eagle County. The report will analyze the Eagle River Valley by dividing it into three major market areas: up -valley, mid -valley and down -valley. The report will provide, further analysis of individual communities, to the extent survey data is available. The three major market areas are: • Up -Valley — Vail, Minturn and Redcliff and surrounding areas in east Eagle County • Mid -Valley — Edwards, Avon and surrounding areas in south and central Eagle County including Eagle Vail • Down -Valley —Eagle and Gypsum and surrounding areas of central and west Eagle County The report will be organized as follows: 1. Key Findings This section will summarize the key findings observed in the analysis Z. Demographics and Economics This section will provide the demographic and economic data upon which the demand calculations are built, including: • the current number of workforce households and jobs in each market area, • rates of job growth, historical and projected • commuting, both into and within the Eagle River Valley and • demographic characteristics such as income, own/rent, household size and household type. Sources: Household and Employer Survey, 2000 and 2010 U5 Census, American Community Survey, State Demographer estimates and forecasts 3. Housing Costs and Availability This section will provide current average and median prices of homes for sale by market area and zip code, and average rents and vacancy rates county -wide. It will document housing affordability by market area compared with purchasing power of the local workforce. Sources: MLS, Polar Star Properties, Land Title, and realtor/property manager focus group 4. Housing Demand Analysis The section will provide quantitative estimates for the current and projected number of workforce housing units needed. This analysis will quantify demand by market area, income, unit size, and own/rent. It will build upon the format of the 2007 Needs Assessment and 2011, and 2016 Updates, covering the "catch up" and "keep up" housing gap as follows: Catch-up Demand from unfilled jobs In -commuters desiring to move Homes to address overcrowding Keep -up Job growth Retiring employees The Demand Analysis will provide detailed projections through the year 2020 so that the findings from the analysis can be compared with data from the Census, upon its release, to make adjustments needed. This will create a baseline from which future projections can be produced. The final report will also provide 10 -year estimates of total housing demand. Given that changes in the economy and housing markets are highly dynamic, it is recommended that job and population growth be monitored and projections adjusted as warranted. Sources: data from sections Z, 3, and 5 5. Housing Preferences, Tradeoffs, and Solutions The report will conclude with an in-depth analysis of household preferences and tradeoffs to inform future housing solutions. Household and Employer surveys will be the primary data source for this section of the report. The Demand Analysis will draw conclusions that will help local officials and developers plan and build housing that is responsive to workforce housing preferences and that is priced appropriately. The report will examine the type, size, number of bedrooms, and amenities preferred by residents in each market area. It will measure buyers' and renters' willingness to make tradeoffs between location, price point and deed restrictions, and will compare where employees live to where they want to live. Both employer and resident perceptions regarding the severity of housing as a problem will be included in the final report. Both household and employer surveys will test the appropriateness/acceptance of potential solutions incl udingtaxes, inclusionary housing, linkage, dedication of publicly - owned land, and other tools. Survey questions will include a brief definition of the tool. Results will be cross tabulated by market area and community, where sufficient samples are available. The report will provide an analysis of the appropriateness and acceptance of potential housing solutions. Sources: Household and Employer surveys The report will be provided in a format that can be easily printed, emailed, and posted on websites. Research Approach Much of the information that will be included in the Demand Analysis can only be obtained through primary research. The Consultant will conduct two surveys, one of households and one of employers. Both surveys will be conducted on-line. Property Manager/Realtor Focus Group Early in the research process, the Consultants will conduct a focus group with property managers and realtors with a diversity of expertise from across the Eagle River Valley. This focus group will inform housing market conditions and assist in designing the preferences and tradeoffs portion of the household survey. Two consultants will conduct this focus group. Household Survey The Consultant will conduct an online survey of households throughout the Eagle River Valley. ECHDA staff will assist the Consultant in community outreach and ensure that the survey link is widely disseminated in print media, radio, online, and to ECHDA clients. Consultant will also provide printed post cards that can be placed in public places and/or handed out through employers. Consultant will monitor responses throughout the survey process and may seek assistance to targeted areas where response rates are low. Employer Survey Consultant will conduct a short on-line survey of employers, which is needed to gather data on unfilled jobs, commuting patterns, and perceptions regarding housing problems and solutions. ECIDHA staff will assist Consultant by coordinating outreach to business leaders and chambers and to follow-up with employers to ensure broad participation. Work Sessions and Presentation Consultant will facilitate a kickoff meeting to refine the project scope and coordinate survey needs and outreach with in the first month of the contract period. Consultant will host a second work session to receive comments on the report draft. These meetings will be conducted by conference call. The Consultant will present the final report at a meeting location of the ECHIDA's choice. One consultant will be available to attend in person, and one by phone. Consultant will prepare Power Point slides to support the presentation, which can be posted on the web or used by ECHDA if there are other opportunities to present the findings. ECHDA Responsibilities Consultant seeks ECHIDA's assistance with the following tasks: • Identifying participants and hosting the property manage r/reaIto r focus group; • Promoting the surveys through various media (radio, newspaper, websites, etc.), reaching out to employers and the chambers for survey distribution assistance, and extensively publicizing the online survey links; • Providing MLS data; and 0 Scheduling and advertising the final presentation. Budget The budget will be a fixed fee not to exceed $65,000. Component Cost Primary Research Household Survey (online) $23,000 Employer Survey (online) $7,000 Focus Group $2,000 Report Preparation Housing Preferences, Tradeoffs, and Solutions $8,000 Housing Demand Analysis $4,500 Demographics and Economics $3,000 Housing Market Conditions $2,500 Meetings, Presentations, Management Kick -Off and Draft Review Work Sessions $1,000 Survey design and management $7,500 Contract/project management $3,500 Final Presentation $3,000 Total $65,000 Timeline Consultant proposes a mid-October 2017 launch date. The report will be presented, in draft form, by February 12, 2018 so that a final report may be produced in March 2018. Oct Nov Dec Kick-off meeting X Focus group X Secondary data collection X Survey design X Survey distribution/collection Analysis/report drafting Draft report Revisions Final report and presentation X X X X Jan Feb Mar EXHIBIT B Insurance Certificate 13 ECHDA Pmfessional Services Final 5/14 EXHIBIT 6 �ctl��o� CERTIFICATE OF LIABILITY INSURANCE DA 19/122017 `' �-� 09/12/2017 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorses{. If SUBROGATION 1S WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement A statement on this certificate does not confer rig hts to the certificate holder in lieu of such 0ndorsement(s). PRODUCER CONTACT CHRISTINA TALON SWeFarm KELLY EYEN STATE FARM INS NAME: ar 303-444-5646 {wc, Noy: 303-447-8050 4470 BASELINE RD, 5TE 120 ADDRESS: CHRISTINA@KELLYEYEN.COM BOULDER, Ca 80303 1 INSURERS) AFFORDING COVERAGE NAIC # INSURER A: Stale Farm Mutual Automobile Insurance Company 25178 INSURED INSURER 8: WILLIFORD, WILLA & JORDAN PO BOX 941 CRESTED BUTTE, CO 81224.0941 REN D: RER E: COVERAGES rT=F?TIFIrCrF rdl IMQGFr• oc.ele er�ar .i, THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTVVITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED DR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS - EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS- _....... INSR TYPE OF INSURANCE ADSL FSU Ilk ; POLICY EFF PMIDD EXP LFR POLICY NUMBER MlpplYYYY MMlDQIYYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1? CLAIMS -MAD& C-, OCCJR DAMAGE TO REN _D ... `._ PREMISESLEa o=rran.el $ _-.....-. ..- MED EXP (Any one person) i $ ..-..-._ PERSONAL. &ADV INJURY $ GEN'L AGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE PRO - ---.'..... POLICY L_.,.J JECF GOC PRODUCTS - COM PIOPAGG $ AUTOMOBILE LIABILITY Y Y 216 2112-616-06C 08/15/2017 08/15/2018 GQMBINED SINGLE LIMffi I $ Ea accrderny I ANY AUTD __ ' BODILY INJURY (Per person) $ 250,000 -....-` X OWNED SCHEDULED- AUTOS ONWY AUTOS I BODILY INJURY (PeracadenQ $ 50G,000 .,__ HIRED NON-C•WNED ALI1.OS ONLY AUTOS ONLYPer PR6PERTY DAMAGE accident] 100,000 _ UMBRELLA LLAB i gCCUR EACH DDCURRENCE $ I'mo,wo ExCESs LIAB G: �IMs-MoD _-- # 06 -CUB -086409/12/2017 i 09/12/2018 $ 1,000,00c) ' AGGREGATE .'• DED I REETENTION $ $ WORKERS COMPENSATION j PER OTH- AND EMPLOYERS' LIABILn-Y YIN + STATUTE. ER 1 _ E.L- EACH ACCIDENT -,- , ANY PRO PRIFTC R-PARTNER.'EXEC UTIVi= EXCLllr]ED7 ❑ N IA OFindato $ _ E.L. CIS EASE - EA EMPLOYEE ..._ $ yr in NH)BER (Mandatory in NH] I I' yyes, describe uTlOer E -L. DISZASE - POLICY LIMIT DESCRIPTION OF OPERATIONS oelcw S I i DESCRIPTION OP OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached it mora space is requlredl VIN 2HJYK16586H514006 06 HONDA RIDGELIKE PICKUP ECHDA IS LISTED AS AN ADDITIONAL INSURED WITH WAIVER OF SUBROGATION AND 30 DAYS NOTICE OF CANCELLATION OF POLICY. — I.A ryL.CLLA I IV FY EAGLE COUNTY H04151NG & DEVELOPMENT AUTHORITY PO BOX 850, 500 BROADWAY EAGLE, CO 81631 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION HATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. V rano-GV 1P P\4VRV \iURTurcAI IL.7114. All r19"LS reserved. ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD 1001486 132849,12 03-1&-2016 EXHIBIT B ACORO® CERTIFICATE OF LIABILITY INSURANCE DATE iMM+Dumrry `�" 09/20/2017 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER{S}, AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement{s}. PRODUCER CONTACT NAME: HISCox Inc. PHOC.NE 888 202-3007 FAS 520 Madison Avenue ADDRESS: contact@hiscox.com INSURER ($) AFFORDING COVERAGE NAIC9 32nd Floor New York, NY 10022 fI$URER A: Hiscox Insurance Company Inc 10200 INSURER B INSURED Williford, Inc INSURER C: _ 808 Belleview INSURER D: PERSONA L&ADV INJURY $ 0 INSURER E Crested Butte CO 81224 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. WSR I ADDL SUBR POLICY EFF P Y E%P LTR TYPEOF'INSURANCE lNqn WVn POLICY NUMBER DDYYYY LIMITS THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. X CWMERCIALGEHERAL LIABILITY AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ 1,000,000 �/ CLAIMS -MADE FROCCUR DAMAGE TO RENTED PREM ISES [Ea occur n $ 100,000 MED EXP (Anyone ) $ 5,000 PERSONA L&ADV INJURY $ 0 A Y Y UDC-167SB78-CGL-16 12/23/2016 12/23/2017 GENERAL AGGREGATE $ 2,OW,000 GE N'L AGG REGATE LIMIT APPLIES PER: X POLICY PRO- '--ILOC JECT PRODUCTS - COMPIOP AGG $ SIT Gen. $ OTHER.. AUTOMOBILE LIABILITY COM BIN ED81NGLELIMIT $ (Ea acciden ANY AUTO BODILY INJURY [Per person] $ ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY [Per aoddent] $ NON -OWNED HIRED AUTOS AUTOS PROPERTY DAMAGE $ [Per =idlenn LUBRELLALIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE 11 DED RETENTION $ WORKERS COMPENSATION ANDEMPLOYERS'LULBILITY YIN PER OTH- TA TE ER ANYPROPRIETORIPARTNERIEXECUTIVE E.L. EACH ACCIDENT $ OF FIC ERIMEMBER EXCLUDED ? NIA E.L. DISEASE- EA EMPLOYEE $ (Mandatory In NH) If yes, describe under DESCRIPTION OF OPERATIONS be law E.L. DISEASE -POLICY LIMIT 1 $ 1 7 DESCRIPTION 0F0PERATIONSI LOCATIONSI VEHICLES (ACORD 101,AddirionoI Rema rksScheduie, may bearrachad II more space Is required) ECHDA, its associated or affiliated entities, its successors and assigns, elected officials, employees, agents and Volunteers as additional insureds.Waiver of subrogation applies in favor of ECHDA. Hiscox will provide 30 days notice of cancellation for the reasons prescribed under CO changes -cancellation and Non ren ewal. CERTIFICATE HOLDER CANCELLATION Eagle County Housing and Development Authority (EC HDA) PO Box 850 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 500 Broadway, Eagle CO 81631 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014101) The ACORD name and logo are registered marks of ACORD O'I:II:i1111r:3 ACORO® CERTIFICATE OF LIABILITY INSURANCE DATE (MM+Dumrr) `�" 09/20/2017 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER{S}, AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement{s}. PRODUCER CONTACT NAME: Hiscox Inc PHOC.NE 888 202-3007 FAS 520 Madison Avenue ADDRESS: contact@hiscox.com INSURER ($) AFFORDfrG COVERAGE NAACO 32nd Floor New York, NY 10022 Iil$URER A: Hiscox Insurance Company Inc 10200 INSURER B INSURED Williford, Inc INSURER C: _ 808 Belleview INSURER D: INSURER E Crested Butte CO 81224 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. WSR I ADDL SUBR POLICY EFF —P-dWY EXP LTR TYPEOF'INSURANCE lNqn WVn POLICYNUMBER DDYYYY LIMITS THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. COM MERCIAL G EN E RAL LIABILITY AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ AMAGE TO RENTED CLAIMS -MADE OCCUR PREMISES ccur n $ MED EXP (Anyone ) $ PERSONA L & A DV I NJU RY $ GENERAL AGGREGATE $ GE N'L AGG REGAT E LIMIT APPLIES PER: POLICYPRO- r --I LOC JECT PRODUCTS - COMPIOP AGG $ $ OTHER' AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea acciden ANY AUTO BODILY INJURY (Per person) $ ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per aaddent) $ NON -OWNED HIRED AUTOS AUTOS PROPERTY DAMAGE $ [Per =idlenn LUBRELLALIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS UAB CLAIMS -MADE II DED RETENTION $ WORKERS COMPENSATION ANDEMPLOYERS'LIABILITY YIN PER OTH- TA TE ER ANYPROPRIETORIPARTNERIEXECUTIVE E.L. EACH ACCIDENT $ OF FIC ERIM EM BER ExCLU DED? ❑ NIA (Mandatory In NH) E.L. DISEASE- EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT 1 $ Professional Liability A Y Y UDC -1675878 -EO -16 12/23/2016 Each Claim: $ 1,000,000 12/23/2017 Aggregate: $ 1,000,000 DESCRIPTION 0 F 0 PERATID NS I LOCATIDNSI VEHICLES (ACORD 101,AdditionoI Rema rksSchedule, may beauached If more space Is required) ECHDA, its associated or affiliated entities, its successors and assigns, elected officials, employees, agents and Volunteers as additional insureds.Waiver of subrogation applies in favor of ECHDA. Hiscox will provide 30 days notice of cancellation for the reasons prescribed under CO changes -cancellation and Non ren ewal. CERTIFICATE HOLDER CANCELLATION Eagle County Housing and Development Authority (EC HDA) PO Box 850 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 500 Broadway, Eagle CO 81631 THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014101) The ACORD name and logo are registered marks of ACORD