HomeMy WebLinkAboutresolution.council.018-25RESOLUTION 4(J16
(Series of 2025)
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AND ECONOMIC AND PLANNING SYSTEMS TO CONDUCT A HOUSING
NEEDS ASSESSMENT AND AUTHORIZING THE CITY MANAGER TO
EXECUTE SAID CONTRACT ON BEHALF OF THE CITY OF ASPEN,
COLORADO.
WHEREAS, the City of Aspen is required to complete a Housing Needs
Assessment by December 2026 to comply with Senate Bill 24-174; and
WHEREAS, Colorado voters approved Proposition 123 in 2022 to create the
state Affordable Housing Fund; and
WHEREAS, the City Council previously adopted Resolution 168 (series of
2023) to approve the filing of a Proposition 123 Affordable Housing Commitment;
and
WHEREAS, to qualify for flexibility in some funding programs under
Proposition 123 the City of Aspen must submit a rural resort petition that uses data
from a housing needs assessment to show local housing needs at higher AMIs than
outlined in Proposition 123 and
W�TREAS, the final Housing Needs Assessment will fulfill Senate Bill 174
A
equirements and provide the necessary components for a rural resort petition; and
WHEREAS, there has been submitted to the City Council a contract for,
between the City of Aspen and, a true and accurate copy of which is attached
hereto as Exhibit "A",
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COZTNCIL OF
THE CITY OF ASPEN, COLORADO,
That the 04 Council of the City of Aspen hereby approves that Contract for
an amount not to exceed $20017000 between the City of Aspen and Economic and
Planning Systems a copy of which is annexed hereto and incorporated herein and
does hereby authorize the City Manager to execute said agreement on behalf of the
City of Aspen.
INTRODUCED, READ AND ADOPTED by the City Council of the City of
Aspen on the 1 lth day of February 2025,
Torre, Mayor
I, Nicole Henning, duly appointed and acting City Clerk do certify that the
foregoing is a true and accurate copy of that resolution adopted by the City Council
of the City of Aspen, Colorado, at a meeting held, February 11', 2025.
Nicole Henning, City1Clerk
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CITY OF ASPEN STANDARD FORM OF AGREEMENT
PROFESSIONAL SERVICES
IL
CIiY OF ASPEN
City of Aspen Contract No.: 2025-061 - PS1361036
AGREEMENT made the 3rd day of February, 2025.
BETWEEN the City:
The City of Aspen
c/o Sara Ott
127 Rio Grande Place
Aspen, Colorado 81611
Phone: (970) 920-5079
And the Professional:
Economic &Planning Systems, Inc.
730 17th Street, Suite 630
Denver, CO 80202
US
303-623-6557
rshindman@epsdenver. com
For the Following Project:
2025 Regional Housing Needs Assessment
Contract Amount:
Total: shall not exceed
$200,000.00
If this Agreement requires the City to pay
an amount of money in excess of
$1005000.00 it shall not be deemed valid
until it has been approved by the City
Council of the City of Aspen.
Exhibits appended and made a part of this Agreement:
Exhibit A:
Exhibit B:
Scope of Work.
Fee Schedule.
The City and Professional agree as set forth below.
City Council Approval:
Date: 02-11-2025
Resolution No.: 2025-018
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l . Scope of Work. Professional shall perform in a competent and professional manner the Scope
of Work as set forth at Exhibit A attached hereto and by this reference incorporated herein.
2. Completion. Professional shall commence Work immediately upon receipt of a written Notice
to Proceed from the City and complete all phases of the Scope of Work as expeditiously as is
consistent with professional skill and care and the orderly progress of the Work in a timely manner.
The parties anticipate that all Work pursuant to this Agreement shall be completed no later than
February 2, 2026. Upon request of the City, Professional shall submit, for the City's approval, a
schedule for the performance of Professional's services which shall be adjusted as required as the
project proceeds, and which shall include allowances for periods of time required by the City's project
engineer for review and approval of submissions and for approvals of authorities having jurisdiction
over the project. This schedule, when approved by the City, shall not, except for reasonable cause, be
exceeded by the Professional.
3. Payment. In consideration of the work performed, City shall pay Professional on a time and
expense basis for all work performed. The hourly rates for work performed by Professional shall not
exceed those hourly rates set forth at Exhibit A appended hereto. Except as otherwise mutually agreed
to by the parties the payments made to Professional shall not initially exceed the amount set forth
above. Professional shall submit, in timely fashion, invoices for work performed. The City shall
review such invoices and, if they are considered incorrect or untimely, the City shall review the matter
with Professional within ten days from receipt of the Professional's bill.
4. Non-Assi nab bility. Both parties recognize that this Agreement is one for personal services
and cannot be transferred, assigned, or sublet by either party without prior written consent of the other.
Sub -Contracting, if authorized, shall not relieve the Professional of any of the responsibilities or
obligations under this Agreement. Professional shall be and remain solely responsible to the City for
the acts, errors, omissions or neglect of any subcontractors' officers, agents and employees, each of
whom shall, for this purpose be deemed to be an agent or employee of the Professional to the extent
of the subcontract. The City shall not be obligated to pay or be liable for payment of any sums due
which may be due to any sub -contractor.
5. Termination of Procurement. The sale contemplated by this Agreement may be
canceled by the City prior to acceptance by the City whenever for any reason and in its sole
discretion the City shall determine that such cancellation is in its best interests and convenience.
6. Termination of Professional Services. The Professional or the City may terminate the
Professional Services component of this Agreement, without specifying the reason therefor, by
giving notice, in writing, addressed to the other party, specifying the effective date of the termination.
No fees shall be earned after the effective date of the termination. Upon any termination, all finished
or unfinished documents, data, studies, surveys, drawings, maps, models, photographs, reports or
other material prepared by the Professional pursuant to this Agreement shall become the property of
the City. Notwithstanding the above, Professional shall not be relieved of any liability to the City for
damages sustained by the City by virtue of any breach of this Agreement by the Professional, and
the City may withhold any payments to the Professional for the purposes of set-off until such time
is the exact amount of damages due the City from the Professional may be determined.
7. Independent Contractor Status. It is expressly acknowledged and understood by the parties
that nothing contained in this agreement shall result in or be construed as establishing an employment
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relationship. Professional shall be, and shall perform as, an independent Contractor who agrees to
use his or her best efforts to provide the said services on behalf of the City. No agent, employee, or
servant of Professional shall be, or shall be deemed to be, the employee, agent or servant of the City.
City is interested only in the results obtained under this contract. The manner and means of
conducting the work are under the sole control of Professional. None of the benefits provided by City
to its employees including, but not limited to, workers' compensation insurance and unemployment
insurance, are available from City to the employees, agents or servants of Professional. Professional
shall be solely and entirely responsible for its acts and for the acts of Professional's agents, employees,
servants and subcontractors during the performance of this contract. Professional shall indemnify
City against all liability and loss in connection with and shall assume full responsibility for payment
of all federal, state and local taxes or contributions imposed or required under unemployment
insurance, social security and income tax law, with respect to Professional and/or Professional's
employees engaged in the performance of the services agreed to herein.
8. Indemnification. Professional agrees to indemnify and hold harmless the City, its officers,
employees, insurers, and self-insurance pool, from and against all liability, claims, and demands, on
account of injury, loss, or damage, including without limitation claims arising from bodily injury,
personal injury, sickness, disease, death, property loss or damage, or any other loss of any kind
whatsoever, which arise out of or are in any manner connected with this contract, to the extent and
for an amount represented by the degree or percentage such injury, loss, or damage is caused in whole
or in part by, or is claimed to be caused in whole or in part by, the negligence pertaining to a wrongful
act, willfull omission, professional error or mistakeyffengfu aet,� , emission, e` e , ,.,fo fessio - a effof:,
mistake, negligence, or other fault of the Professional, any subcontractor of the Professional, or any
officer, employee, representative, or agent of the Professional or of any subcontractor of the
Professional, or which arises out of any workmen's compensation claim of any employee of the
Professional or of any employee of any subcontractor of the Professional. The Professional agrees to
investigate, handle, respond to, and to provide defense for and defend against, any such liability,
claims or demands at the sole expense of the Professional, or at the option of the City, agrees to pay
the City or reimburse the Cy ity for the defense costs incurred by the City related to consultant
negligence-m ewmee ' �TT
r 1iN„h liability, ,.l, ims, et: demands. If it is determined by the final
judgment of a court of competent jurisdiction that such injury, loss, or damage was caused in whole
or in part by the act, omission, or other fault of the City, its officers, or its employees, the City shall
reimburse the Professional for the portion of the judgment attributable to such act, omission, or other
fault of the City, its officers, or employees.
9. Professional's Insurance.
(a) Professional agrees to procure and maintain, at its own expense, a policy or policies
of insurance sufficient to insure against all liability, claims, demands, and other obligations
assumed by the Professional pursuant to Section 8 above. Such insurance shall be in addition
to any other insurance requirements imposed by this contract or by law. The Professional shall
not be relieved of any liability, claims, demands, or other obligations assumed pursuant to
Section 8 above by reason of its failure to procure or maintain insurance, or by reason of its
failure to procure or maintain insurance in sufficient amounts, duration, or types.
(b) Professional shall procure and maintain, and shall cause any subcontractor of the
Professional to procure and maintain, the minimum insurance coverages listed below. Such
coverages shall be procured and maintained with forms and insurance acceptable to the City.
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All coverages shall be continuously maintained to cover all liability, claims, demands, and
other obligations assumed by the Professional pursuant to Section 8 above. In the case of any
claims -made policy, the necessary retroactive dates and extended reporting periods shall be
procured to maintain such continuous coverage.
(i) Worker's Compensation insurance to cover obligations imposed by applicable
laws for any employee engaged in the performance of work under this contract, and
Employers' Liability insurance with minimum limits of ONE MILLION DOLLARS
($1,000,000.00) for each accident, ONE MILLION DOLLARS ($1,000,000.00)
disease - policy limit, and ONE MILLION DOLLARS ($1,000,000.00) disease - each
employee. Evidence of qualified self -insured status may be substituted for the
Worker's Compensation requirements of this paragraph.
(11) Commercial General Liability insurance with minimum combined single
limits of TWO MILLION DOLLARS ($2,000,000.00) each occurrence and THREE
MILLION DOLLARS ($3,000,000.00) aggregate. The policy shall be applicable to
alI premises and operations. The policy shall include coverage for bodily injury, broad
form property damage (including completed operations), personal injury (including
coverage for contractual and employee acts), blanket contractual, independent
contractors, products, and completed operations. The policy shall include coverage
for explosion, collapse, and underground hazards. The policy shall contain a
severab1 ity of interests provision.
(iii) Comprehensive Atctomobile Liability insurance with minimum combined
single limits for bodily injury and property damage of not less than ONE MILLION
DOLLARS ($1, 000, 000.00) each occurrence and TWO MILLION DOLLARS
32, 000, 000. 00) aggregate with respect to each Professional's company owned, hired
and non -owned vehicles assigned to or used in performance of the Scope of Work.
The policy shall contain a severability of interests provision. ITS e PEE fffeSSiE a
a Owned autofflobilesi the requifements of this Seetioff shall be met by eae
(iv) Professional Liability insurance with the minimum limits of ONE MILLION
DOLLARS ($1,000,000) each claim and TWO MILLION DOLLARS ($2,000,000)
aggregate.
(c) The policy or policies required above shall be endorsed to include the City and the City's
officers and employees as additional insureds. Every policy required above shall be primary
insurance, and any insurance carried by the City, its officers or employees, or carried by or
provided through any insurance pool of the City, shall be excess and not contributory
insurance to that provided by Professional. No additional insured endorsement to the policy
required above shall contain any exclusion for bodily injury or property damage arising from
completed operations. The Professional shall be solely responsible for any deductible losses
under any policy required above.
(d) The certificate of insurance provided to the City shall be completed by the Professional's
insurance agent as evidence that policies providing the required coverages, conditions, and
minimum limits are in full force and effect, and shall be reviewed and approved by the City
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prior to commencement of the contract. No other form of certificate shall be used. The
certificate shall identify this contract and shall provide that the coverages afforded under the
policies shall not be canceled, terminated or materially changed until at least thirty (30) days
prior written notice has been given to the City.
(e) Failure on the part of the Professional to procure or maintain policies providing the
required coverages, conditions, and minimum limits shall constitute a material breach of
contract upon which City may immediately terminate this contract, or at its discretion City
may procure or renew any such policy or any extended reporting period thereto and may pay
any and all premiums in connection therewith, and all monies so paid by City shall be repaid
by Professional to City upon demand, or City may offset the cost of the premiums against
monies due to Professional from City.
(f) City reserves the right to request and receive a certified copy of any policy and any
endorsement thereto.
(g) The parties hereto understand and agree that City is relying on, and does not waive or
intend to waive by any provision of this contract, the monetary limitations (presently
$350,000.00 per person and $990,000 per occurrence) or any other rights, immunities, and
protections provided by the Colorado Governmental Immunity Act, Section 24-10.101 et seq.,
C.R.S., as from time to time amended, or otherwise available to City, its officers, or its
employees.
10. City's Insurance. The parties hereto understand that the City is a member of the Colorado
Intergovernmental Risk Sharing Agency (CIRSA) and as such participates in the CIRSA
Property/Casualty Pool. Copies of the CIRSA policies and manual are kept at the City of Aspen Risk
Management Department and are available to Professional for inspection during normal business
hours. City makes no representations whatsoever with respect to specific coverages offered by
CIRSA. City shall provide Professional reasonable notice of any changes in its membership or
participation in CIRSA.
11. Completeness of Agreement. It is expressly agreed that this agreement contains the entire
undertaking of the parties relevant to the subject matter thereof and there are no verbal or written
representations, agreements, warranties or promises pertaining to the project matter thereof not
expressly incorporated in this writing.
12. Notice. Any written notices as called for herein may be hand delivered or mailed by certified
mail return receipt requested to the respective persons and/or addresses listed above.
13. Non -Discrimination. No discrimination because of race, color, creed, sex, marital status,
affectional or sexual orientation, family responsibility, national origin, ancestry, handicap, or religion
shall be made in the employment of persons to perform services under this contract. Professional
agrees to meet all of the requirements of City's municipal code, Section 15.04.570, pertaining to non-
discrimination in employment.
Any business that enters into a contract for goods or services with the City of Aspen or any of its
boards, agencies, or departments shall:
(a) Implement an employment nondiscrimination policy prohibiting discrimination in
hiring, discharging, promoting or demoting, matters of compensation, or any other
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employment -related decision or benefit on account of actual or perceived race,
color, religion, national origin, gender, physical or mental disability, age, military
status, sexual orientation, gender identity, gender expression, or marital or
familial status.
(b) Not discriminate in the performance of the contract on account of actual or
perceived race, color, religion, national origin, gender, physical or mental
disability, age, military status, sexual orientation, gender identity, gender
expression, or marital or familial status.
(c) Incorporate the foregoing provisions in all subcontracts hereunder.
14. Waiver. The waiver by the City of any term, covenant, or condition hereof shall not operate
as a waiver of any subsequent breach of the same or any other term. No term, covenant, or condition
of this Agreement can be waived except by the written consent of the City, and forbearance or
indulgence by the City in any regard whatsoever shall not constitute a waiver of any term, covenant,
or condition to be performed by Professional to which the same may apply and, until complete
performance by Professional of said term, covenant or condition, the City shall be entitled to invoke
any remedy available to it under this Agreement or by law despite any such forbearance or indulgence.
15. Execution of A�,reement by City. This Agreement shall be binding upon all parties hereto
and their respective heirs, executors, administrators, successors, and assigns. Notwithstanding
anything to the contrary contained herein, this Agreement shall not be binding upon the City unless
duly executed by the City Manager of the City of Aspen (or a duly authorized official in the City
Manager's absence) and if above $100,000, following a Motion or Resolution of the Council of the
City of Aspen authorizing the City Manager (or other duly authorized official in the City Manager's
absence) to execute the same.
16.
7arranties A
t Co
invent Fees, Gratuities, Kickbacks and Conflicts_ of_Interes
(a) Professional warrants that no person or selling agency has been employed or retained
to solicit or secure this Contract upon an agreement or understanding for a commission,
percentage, brokerage, or contingent fee, excepting bona fide employees or bona fide
established commercial or selling agencies maintained by the Professional for the purpose
of securing business.
(b) Professional agrees not to give any employee of the City a gratuity or any offer of
employment in connection with any decision, approval, disapproval, recommendation,
preparation of any part of a program requirement or a purchase request, influencing the
content of any specification or procurement standard, rendering advice, investigation,
auditing, or in any other advisory capacity in any proceeding or application, request for
ruling, determination, claim or controversy, or other particular matter, pertaining to this
Agreement, or to any solicitation or proposal therefore.
(c) Professional represents that no official, officer, employee or representative of the
City during the term of this Agreement has or one (1) year thereafter shall have any interest,
direct or indirect, in this Agreement or the proceeds thereof, except those that may have
been disclosed at the time City Council approved the execution of this Agreement.
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(d) In addition to other remedies it may have for breach of the prohibitions against
contingent fees, gratuities, kickbacks and conflict of interest, the City shall have the right
to:
l . Cancel this Purchase Agreement without any liability by the City;
2. Debar or suspend the offending parties from being a Professional, contractor or
subcontractor under City contracts;
3. Deduct from the contract price or consideration, or otherwise recover, the value of
anything transferred or received by the Professional; and
4. Recover such value from the offending parties.
17. Fund Availability. Financial obligations of the City payable after the current fiscal year
are contingent upon funds for that purpose being appropriated, budgeted and otherwise made
available. If this Agreement contemplates the City utilizing state or federal funds to meet its
obligations herein, this Agreement shall be contingent upon the availability of those funds for
payment pursuant to the terms of this Agreement.
18. General Terms.
(a) It is agreed that neither this Agreement nor any of its terms, provisions, conditions,
representations or covenants can be modified, changed, terminated or amended, waived,
superseded or extended except by appropriate written instrument fully executed by the parties.
(b) If any of the provisions of this Agreement shall be held invalid, illegal or
unenforceable it shall not affect or impair the validity, legality or enforceability of any other
provision.
(c) The parties acknowledge and understand that there are no conditions or limitations to
this understanding except those as contained herein at the time of the execution hereof and
that after execution no alteration, change or modification shall be made except upon a writing
signed by the parties.
(d) This Agreement shall be governed by the laws of the State of Colorado as from time
to time in effect. Venue is agreed to be exclusively in the courts of Pitkin County, Colorado.
19. Electronic Signatures and Electronic Records This Agreement and any amendments
hereto may be executed in several counterparts, each of which shall be deemed an original, and
all of which together shall constitute one agreement binding on the Parties, notwithstanding the
possible event that all Parties may not have signed the same counterpart. Furthermore, each Party
consents to the use of electronic signatures by either Party. The Scope of Work, and any other
documents requiring a signature hereunder, may be signed electronically in the manner agreed to
by the Parties. The Parties agree not to deny the legal effect or enforceability of the Agreement
solely because it is in electronic form or because an electronic record was used in its formation.
The Parties agree not to object to the admissibility of the Agreement in the form of an electronic
record, or a paper copy of an electronic documents, or a paper copy of a document bearing an
electronic signature, on the grounds that it is an electronic record or electronic signature or that it
is not in its original form or is not an original.
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20. Successors and Assigns. This Agreement and all of the covenants hereof shall inure to the
benefit of and be binding upon the City and the Professional respectively and their agents,
representatives, employee, successors, assigns and legal representatives. Neither the City nor the
Professional shall have the right to assign, transfer or sublet its interest or obligations hereunder
without the written consent of the other party.
21. Third Parties. This Agreement does not and shall not be deemed or construed to confer upon
or grant to any third party or parties, except to parties to whom Professional or City may
assign this Agreement in accordance with the specific written permission, any right to claim
damages or to bring any suit, action or other proceeding against either the City or Professional
because of any breach hereof or because of any of the terms, covenants, agreements or
conditions herein contained.
22. Attorneys Fees. In the event that legal action is necessary to enforce any of the provisions
of this Agreement, the prevailing party shall be entitled to its costs and reasonable attorney's
fees.
23. Waiver of Presumption. This Agreement was negotiated and reviewed through the mutual
efforts of the parties hereto and the parties agree that no construction shall be made or presumption
shall arise for or against either party based on any alleged unequal status of the parties in the
negotiation, review or drafting of the Agreement.
24.
ification Re�ardin� Debarment, Suspension, Ineligibility, and Voluntary Exclusio
Professional certifies, by acceptance of this Agreement, that neither it nor its principals is presently
debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from
participation in any transaction with a Federal or State department or agency. It further certifies
that prior to submitting its Bid that it did include this clause without modification in all lower tier
transactions, solicitations, proposals, contracts and subcontracts. In the event that Professional or
any lower tier participant was unable to certify to the statement, an explanation was attached to
the Bid and was determined by the City to be satisfactory to the City.
25. Authorized Representative. The undersigned representative of Professional, as an
inducement to the City to execute this Agreement, represents that he/she is an authorized
representative of Professional for the purposes of executing this Agreement and that he/she has
full and complete authority to enter into this Agreement for the terms and conditions specified
herein. Additional Provisions. In addition to those provisions set forth herein and in the Contract
Documents, the parties hereto agree as follows:The Professional in performing the Services
hereunder must comply with all applicable provisions of Colorado laws for persons with disability,
including the provisions of §§24-85-101, et seq., C.R.S., and the Rules Establishing Technology
Accessibility Standards, as established by the Office Of Information Technology pursuant to
Section §24-85- 103(2.5) and found at 8 CCR 1501-11. Services rendered hereunder that use
information and communication technology, as the term is defined in Colorado law, including but
not limited to websites, applications, software, videos, and electronic documents must also comply
with the latest version of Level AA of the Web Content Accessibility Guidelines (WCAG),
currently version 2.1. To confirm that the information and communication technology used,
created, developed, or procured in connection with the Services hereunder meets these standards,
Professional may be required to demonstrate compliance. The Professional shall indemnify the
CITY pursuant to the Indemnification section above in relation to the Professional's failure to
comply with §§24-85-101, et seq., C.R.S., or the Technology Accessibility Standards for
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Individuals with a Disability as established by the Office of Information Technology pursuant to
Section §24-85403(2.5). Integration and Modification. This written Agreement along with all
Contract Documents shall constitute the contract between the parties and supersedes or
incorporates any prior written and oral agreements of the parties. In addition, Professional
understands that no City official or employee, other than the Mayor and City Council acting as a
body at a council meeting, has authority to enter into an Agreement or to modify the terms of the
Agreement on behalf of the City. Any such Agreement or modification to this Agreement must
be in writing and be executed by the parties hereto.
[ ] No additional provisions are adopted.
[X] See attached Exhibit A.
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IN WITNESS WHEREOF, the parties hereto have executed, or caused to be executed by their duly
authorized officials, this Agreement of which shall be deemed an original on the date first written
above.
C �'�WneqQPEN, COLORADO: PROFESSIONAL:
Signed by:
Sam a4 Off
Fav, b
[Signature] [Signature
By:
Sara G. Ott By: Brian L Duffany
Title: city Manager
2/13/2025 � 7:47:20 AM PST
Date:
Approved as to form:
by:
1V, fi►�-
City Attorneys Office
Title:
Principal
Date: 2/4/2025 � 1:35:36 PM MST
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Economic & Planning Systems, Inc.
EXHIBIT A: SCOPE OF WORK AND FEE SCHEDULE
Phase 1
Phase 1 will be focused on data and analysis required to support a Proposition 123
Rural Resort AMI waiver petition. Recognizing that this application requires a
completed Housing Needs Assessment (HNA), we propose addressing sections 1-4
and 8 of the SB-174 HNA guidelines to determine the current and projected needs
in the region and its jurisdictions. Note that the Proposition 123 waiver application
does not require the HNA submitted to be compliant with SB-174, so we can
prepare a more streamlined HNA for the waiver petition. This Phase will conclude
with an abridged HNA and support in preparing data tables and narratives to
support Prop 123 waiver applications. This work will include pre -submittal
meetings with DOLA staff prior to submitting the waiver application.
Phase 1 will include the following SB-174 HNA Sections:
1: Demographic Trends
2: Economic Trends
3: Housing Inventory
4: Housing Market Trends
8: Current and Projected Needs
Cost and Schedule: We understand that jurisdictions are looking to submit Prop
123 waiver applications by late spring/early summer 2025. We anticipate this
work taking approximately 6 months, assuming a January 2025 start, with a
budget of approximately $70,500.
Phase 2
Following Phase 1 and the submission of Prop 123 waiver applications, we will
commence Phase 2. This will include the remaining components for an HNA
compliant with SB-174. Note that the scope and budget for Phase 2 may be re-
evaluated upon completion of Phase 1, if needed.
Phase 2 will include the following SB-174 HNA Sections:
5: Housing Problems
6: Housing Resources
7: Housing Development Challenges and Opportunities
9: Policy Programs and Recommendations
SB 174 Action Plan
243156-Draft Scope Outline.docx 1
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Cost and Schedule: This work will follow Phase 1 and is anticipated to run from
summer 2025 through late 2025/early 2026, taking approximately 6 months with
a budget of approximately $49,800,
The total project is estimated to take approximately one year, with a
budget of $123,530.
Shall not exceed $200,000 by 2/1/2026.
This includes budget for 2 potential trips, likely to take place as part of Phase 2.
Note that beyond interviews to support data acquisition, community engagement
is not currently included in this effort. Incorporating community engagement into
the scope and budget can be considered as a part of Phase 2, if desired.
Billing Rate $255 $215 $160
Phase 1
Task 1. Project Kickoff and seta Collection 4 6 1C $3,91Ci
Task 2. Demographic Trends � 2 12 2E1 $7,250
Task 3. Economic Trends � 4 12 ti2 1 $8,720
Task 4. Housing inventori 4 12 22 $8,320
Task 5, Housing Market Trencs 4 12 38 $92680
Task 6. Current and Projectec Needs 6 10 is $6,560
Task 7. Prop 123 Analysis 4 10 is $6,050
Task. S. HNA Report and Presentations 24 1E $9,570
Task 9. Prop 12 Application Support r_ =4 1E $9,570
Subtotal: Phase 1 40 122 210 $70,030
Phase 2
Task 1. Housing Problems 6 10 32 $8,800
Task 2. Housing Resouirces 6 10 32 $8,800
Task 3. Housing Delrelopment Challenges and Opportunities 10 14 23 $1Q040
Task 4. Falicy Pro�crams and Implementation 10 24 1£� $10,590
Task 5. Actior Plan I E 22 30 I $111570
Subtotal: Phase 2 40 60 140 $44,800
To#al Professional Costs BO 202 350 $119,630
Direct Expenses
Guts $500
2 trips x 2 people $3,200
Total Project Costs $123,530
2