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HomeMy WebLinkAboutInformation Update 093025AGENDA INFORMATION UPDATE September 30, 2025 5:00 PM, I.Information Update I.A Follow-Up Memorandum - Water Treatment Facility Improvements Project and Water Fund Rates I.B Aspen Electric Wholesale Purchase Power Updates I.C Non-Profit Grants Program Update Follow-Up Memo_Water Fund Work Session.docx Exhibit A July 25 2023 info only memo.pdf Electric_Industry_update_Info_Only_Memo_Final_202509.docx Attachment A_2026 Grant Program Guidelines.pdf 93025_Grants_Program_Update.docx 1 1 FOLLOW-UP MEMORANDUM CITY COUNCIL WORK SESSION WORK SESSION MEETING DATE: August 25, 2025 FOLLOW-UP MEMO DATE: September 5, 2025 AGENDA TOPIC: Water Treatment Facility Improvements Project and Water Fund Rates PRESENTED BY: Erin Loughlin Molliconi, Utilities Director Ryan Loebach, Deputy Utilities Director COUNCIL MEMBERS PRESENT: Mayor Rachael Richards Councilman John Doyle Councilman Bill Guth Councilman Sam Rose Councilwoman Christine Benedetti ______________________________________________________________________ WORK SESSION DISCUSSION SUMMARY: City staff presented on the Water (421) Fund draft 2026 budget and long -range plan outlook and discussed four proposed options for Water Fund rates and debt service to support the Water Fund’s capital and operational needs, particularly the Water Treatment Facility (WTF) Improvements project, in line with the 2025 – 2027 Council Goal of resource and infrastructure resilience. 1. Topic: Project Drivers. Majority of council members understood and supported the three primary drivers for the WTF Improvements project (replacement and renewal of aging equipment and infrastructure; improving water operator safety; proactively addressing treatment processes ahead of anticipated regulatory changes). A minority of council members requested that the WTF Improvements Project design include measures to increase the WTF’s resiliency to potential wildfire impacts to the City’s watersheds. 2. Topic: Proposed Rate Increases, Debt Service for 2026 and beyond. Questions and discussion from council members after staff presented focused on available Water Funds, allocation of funds to the WTF Improvements project, and projected water rates after 2026. 2 NEXT STEPS: 1. Option #2 – Proposed 15% rate adjustment in fiscal year 2026, projected 10% rate adjustments in 2027 and 2028, and $85M estimated bond measure. All of Council supported staff with pursuing the financial option presented as Option #2 at the Work Session. City staff stated that the plan to finance the project will be to program existing fund balance into the project cost to reduce the debt service and minimize recommended rate increases. Deadline. Staff shall be prepared to present impacts of the proposed 2026 rate increase to monthly bills for the average water customer in Aspen at 2026 budget sessions in October of this year. 2. Option #2 – Alternatives to smoothing out projected adjustments in 2027 through 2030. Questions and discussion from the minority of council members posed the possibility of spreading more gradual, reduced rate adjustments over more years after 2026. Staff will continue to prioritize setting out -year rate increase proposals while also ensuring the 421 Fund meets the required reserve threshold and revenue requirements. As project costs and full implementation scope becomes more finetuned, staff will update financial modeling that seeks minimal rate adjustment in any one year. Staff will continue to provide out-year forecasting updates to City Council as the financial picture evolves. Deadline. Staff shall present on final water rate recommendations for budget years beyond 2026 once enough new information is available regarding the WTF Improvements Project costs and budget planning. CITY MANAGER NOTES: ______________________________________________________________________ ______________________________________________________________________ __________________________________________________________ 3 MEMORANDUM OF INFORMATION TO:Mayor and City Council FROM:Justin Forman, Director of Utilities THROUGH:Tyler Christoff, Deputy Director of Public Works Scott Miller, Public Works Director MEMO DATE:July 19th, 2023 MEETING DATE:July 25th, 2023 RE:Update on electricity transmission delivery costs BACKGROUND & DISCUSSION:Each month the City of Aspen pays a transmission delivery rate for the transfer of electrical energy from various 100% renewable generating facilities. Currently the City of Aspen pays Holy Cross Energy (HCE), Western Area Power Administration (WAPA), and Public Service Company (PSCo, a subsidiary of Xcel Energy) for these services. Costs for electric transmission in our region is generally recovered through a structure known as the network transmission model. The City of Aspen utilizes PSCo’s network to move a portion of Aspen’s energy. Participants pay rates based on their proportional share of capital and operating costs associated with the network. Regardless of the distance or physical infrastructure utilized on PSCo’s lines, the City pays a fixed amount multiplied by the peak hour kilowatt (kW) of electrical power delivered. PSCo typically updates their network transmission service rates annually, which has historically averaged a single digit percent increase. PSCo is currently working on a project, the Colorado’s Power Pathway, which is estimated to cost $1.7 to $2 billion to enable future energy development in eastern Colorado. The first segment is proposed to be in service by 2025 and final segment will be finished by 2027. Due to City of Aspen participation in PSCo’s network, there will be a direct pass-through cost to the Utility even though the City will not directly utilize this new network infrastructure. FINANCIAL/BUDGET IMPACTS: In addition to the projected annual increases, the most recent staff estimates from data provided by PSCo, show the following transmission rate percentage increases that will be passed through to the City: December 2023 – December 2024: 15.91% December 2024 – December 2025: 15.40% December 2025 – December 2026: 27.79% 4 December 2026 – December 2027: 18.37% The project’s estimated increases could escalate if additional scope or unforeseen conditions are discovered during construction. The monthly cost varies by the amount of energy delivered, however current charges from PSCo average around $47,558.00 per month. Anticipating these increased costs, the Utilities Department believes the 2023-2024 increase from PSCo can be accommodated within the existing 2024 electric operating budget (431 Fund). However, the future network costs will require City Council supplemental approvals and associated supporting rates in the years to follow. Utilities staff will continue exploring options to try and mitigate the costs associated with this project in the electric fund. Staff will also continue to provide updates to City Council if any major changes have developed with the annual transmission percentage increases due to this project. 5 INFORMATION ONLY MEMORANDUM TO: Aspen City Council FROM: Cole Langford, Utilities Business Services Manager THROUGH: Erin Loughlin Molliconi, Utilities Director Tyler Christoff, Deputy City Manager MEMO DATE: September 18, 2025 RE: Aspen Electric W holesale Purchase Power Updates PURPOSE: This memorandum is intended to update Council on ongoing trends within the electric industry and, specifically, those impacting wholesale purchase power and transmission costs associated with providing electricity to the customers within the City of Aspen Electric service area. No action is requested of Council. SUMMARY: Industry drivers Energy pricing within our country continues to be influenced by customer usage patterns, weather, (including more frequent drought conditions), uncertainty around federal policy and rulemaking, distribution capacity, transmission, pass-through charges for renewable portfolio standards, and line losses. There have also seen increased state and federal energy regulations. In recent years, the electric industry has witnessed a move towards large-scale electrification for both residential and commercial customers, increased demand from AI data centers, as well as capital project costs designed to increase capacity and demand requirements. Further sources of increased energy costs on the national level are being driven by several economic factors. Fuel costs, especially natural gas, have been volatile, pushing generation expenses higher. Supply chain shortages and inflation have increased the price of equipment, labor, and maintenance, while higher inte rest rates raise financing costs for utility projects. Major grid upgrades and the transition to renewable energy add further investment needs. Regulatory requirements and growing electricity demand—from data centers, large-scale fleet electrification, and home electrification—are also contributing to upward pressure on rates. All of these factors, 6 while national, continue to trickle down to the local level and the cost of sourcing and selling energy to the Aspen Community. Some local examples of influences on the electric industry which are anticipated to have a trickle-down affect are the recently adopted State law which requires that any building and energy code adoption in Colorado must meet or exceed the Colorado Low Energy and Carbon Code and the Electric and Solar Ready Code (beginning July 1, 2026), as well as the Colorado Clean Energy Plan which is expected to influence wholesale power costs and transmission costs over the coming decade. Transmission Aspen Electric continues to see annual increased financial impacts on transmission costs as a result of the Public Service Company of Colorado (PSCo) Power Pathway Project (see Exhibit A). PSCo, a subsidiary of Xcel Energy, is currently working on Colorado’s Power Pathway project, which is estimated to cost between $1.7 to $2 billion upon completion to enable future energy development in eastern Colorado. Aspen Electric’s share of PSCo’s transmission costs is determined using a network integrated transmission service (NITS) cost model. Under this model, the electric utility’s monthly bill is based on the Aspen’s coincident peak relative to PSCo’s transmission system peak demand. This calculation is performed each month to det ermine our transmission charges. This cost model distributes costs fairly for usage across the network and results in a predictable cost share among users. This project’s transmission system will connect eastern Colorado to the Front Range. Due to Aspen Electric’s participation in the PSCo network, there are direct pass-through costs to the Utility. Project costs are partially borne by Aspen electric customers despite there being no direct benefit of this transmission project. Staff estimate that this project will result in annual transmission costs exceeding $1 million by project completion because of these pass-through rate increases, which represents a 200% increase from current annual transmission costs. Transmission cost impacts are forecasted to be around 20% per annum over the course of this project. The cost increases borne by PSCo’s Power Pathways Project is impacting electric utilities statewide, and Aspen Electric has already experienced a 20% increase in 2025. The future transmission costs that are part of this new eastern Colorado network will result in more significant annual City Council supplemental requests, as well as offsetting annual electric rate increase requests. Supplementals will be requested as these cost increases are higher than operating budget authority can keep pace with under normal base budget adjustments. The table below represents an ongoing forecast of cost increases. However, these are subject to change due to different budget cycles and variability in how PSCo calculates their fees based on their 7 transmission system peak demand loads. Aspen Electric maintains an energy portfolio that includes local hydroelectric generation. This local generation accounts for over 25% of the total annual power needs and is instrumental in helping Aspen mitigate cost increases impacting non-local power purchased from the utility’s wholesale energy provider. Wholesale Power Portfolio The Municipal Energy Agency of Nebraska (MEAN) is the City of Aspen Elect ric’s wholesale energy provider of 100% renewable energy. MEAN’s 2025 rate modification includes a nine (9) percent increase in MEAN’s energy rates and a five (5) percent increase in rates due to a change in MEAN’s overall Fixed Cost Recovery Charge (FCRC) that is allocated to Aspen Electric. The MEAN Board, like local municipalities, annually reviews electric rates and charges to ensure revenues are sufficient to cover operating expenses and maintain financial viability to serve its wholesale power supply participants in accordance with policies approved by the Board. MEAN ’s approved rate adjustment is to address primary drivers putting upward pressure on MEAN’s wholesale electric cost components. A primary driver of increased costs is due largely to one-time expenses associated with the Southwest Power Pool’s (SPP’s) regional wholesale power market expansion into the Western Interconnection. These costs go toward implementing administrative a nd general expenses. Another driver of MEAN’s rate adjustments are inflationary pressures impacting capital, operating, and maintenance costs designed to ensure MEAN’s power generation resources are dependable and reliable in the markets where MEAN operate s. Capital costs relating to MEAN-owned and contracted generation resources have nearly doubled since 2022. Other rate drivers include projected increases in wholesale market prices, generating fuel costs, and contracted energy prices in 2025. NEXT STEPS: No action is requested of Council. Staff are available to discuss additional details on this topic with Council during the City’s October 2026 Budget worksessions, if desired. Aspen Electric’s 2026 budget and rate recommendations incorporate the cost increases discussed in this memo. Budget Year Forecast Actual Increase 2025 15.91%20.00% 2026 15.40%20.00% 2027 27.79%TBD 2028 18.37%TBD Forecasted PSCo Transmission Cost Increases 8 ATTACHMENTS: Exhibit A: July 25, 2023, Memorandum of Information – Update on Electricity Transmission Delivery Costs CITY MANAGER NOTES: Please contact the City Manager if there are questions or follow-up needed regarding the information provided. 9 GRANT PROGRAM GUIDELINES Stra tegy & Innovation Of fice 427 Rio Grande Pl Aspen, CO 81611 970.920.5264grants@aspen.gov www.aspen.com/383/grants CITY OF ASPEN Updated 9/19/2025 10 1 of 13 Table of Contents Introduction ....................................................................................................................................... 2 Program Updates ............................................................................................................................... 3 Strategic Foundations ........................................................................................................................ 4 Grants Program Philosophy ................................................................................................................... 4 Strategic Focus Areas ............................................................................................................................ 4 Arts & Culture .................................................................................................................................... 4 Community Nonprofit ........................................................................................................................ 4 Health & Human Services .................................................................................................................. 4 Competitive Grant Guidelines ............................................................................................................. 5 Eligibility Requirements ......................................................................................................................... 5 Defining Aspen-Based ........................................................................................................................... 5 Division Tiers and Funding Request Limits .............................................................................................. 5 Funding Terms & Timeline ...................................................................................................................... 6 Required Reporting ............................................................................................................................... 7 In-Kind Grant Policies ............................................................................................................................ 7 Ineligible Requests ................................................................................................................................ 7 Required Documents ......................................................................................................................... 8 Application Documents ......................................................................................................................... 8 Organization Documents ....................................................................................................................... 8 Mini Grant Pilot .................................................................................................................................. 9 Eligibility Requirements ......................................................................................................................... 9 Financial Health Review ........................................................................................................................ 9 Funding Terms & Timeline ...................................................................................................................... 9 Required Reporting ............................................................................................................................. 10 Ineligible Requests .............................................................................................................................. 10 Application Documents ....................................................................................................................... 10 Organization Documents ..................................................................................................................... 10 Appendix ......................................................................................................................................... 11 Appendix–Aspen Urban Growth Boundary ............................................................................................ 11 Appendix B–Review Criteria Descriptions & Weights .............................................................................. 12 Appendix C–Scoring Definitions ........................................................................................................... 13 Appendix D–Qualities of High-Scoring Applications ............................................................................... 13 11 2 of 13 Introduc*on Since 1996—almost 30 years—the City of Aspen’s grant program has distributed more than $31 million to local nonprofit organizaAons. The program supports organizaAons in three divisions: Arts & Culture, Community Nonprofit, and Health and Human Services. Grant proposals are accepted on an annual basis and are reviewed and scored first by a commiLee of ciAzen volunteers and then assessed by the Grants Steering CommiLee to determine funding amounts to recommend for city council approval. Applicants to the City of Aspen compeAAve grant program should read through the guidelines and eligibility requirements carefully before beginning the applicaAon process to ensure they meet program requirements and eligibility. Applicants are required to be tax-exempt under the provision of SecAon 501(c)(3) of the Internal Revenue Code (or school-affiliated nonprofits).1 The City of Aspen grant program guidelines are adopted and periodically reviewed and updated by the Grants Steering CommiLee with approval by the city manager and Aspen City Council when appropriate. FY 2026 Total Available Funding Arts & Culture Division $1,114,585 Community Nonprofit Division $598,600 Health & Human Services Division $237,000–$308,000 2 In-Kind Services Division $174,684 Each division is funded by different revenue streams and increase on average, 2.5% annually. • Arts & Culture Division: Originally funded by a mix of the general fund and the Wheeler real estate transfer tax (RETT)—which was first established through Ordinance 20, Series of 1979. In 2021, Ordinance 19 removed the overall funding cap on the fund itself. Now, these grants are exclusively funded through the RETT. Refer to Aspen Municipal Code §23.48.060, Wheeler Opera House real estate transfer tax. • Community Nonprofit Division: Funded exclusively by the city ’s general fund. • Health & Human Services Division: Primarily funded by the general fund, with occasional support from tobacco tax revenues, hence the range for available funding. • In-Kind Services Division: Is not funded by a revenue source. It represents the city ’s contribuAon of faciliAes, services, or resources provided at no charge to the recipient. 1 Organizations who received an award during the 2025 cycle may apply for a one-time exemption from this requirement. 2 Funding range reflects projected FY 2026 tax revenue. The lower figure represents the amount without tobacco-tax funds, while the upper figure includes the portion expected to be allocated to grants. 12 3 of 13 Program Updates At-a-Glance Annual feedback surveys of applicants and reviewers–with guidance from Aspen City Council and approval by the Grants Steering CommiGee–inform updates to the program. 13 4 of 13 Strategic Founda*ons While funding divisions have been a consistent element of the program’s structure since its incepAon, the program philosophy and strategic focus areas were developed in 2019 to provide clarity and direcAon to aid in funding recommendaAons. At the conclusion of the 2025 grant cycle, feedback surveys were conducted for applicants and reviewers. Based on this feedback, with guidance from Aspen City Council, the Grants Steering CommiLee have approved the following changes to the program. Grants Program Philosophy The City of Aspen grant program supports nonprofit organizaAons that promote a mentally and physically healthy community, provide protecAon for our natural environment, and create opportuniAes for connecAons for all community members through partnerships, ease of access, stewardship, arts and cultural enrichment and innovaAon. Strategic Focus Areas Arts & Culture The City of Aspen supports arAsAcally excellent nonprofit organizaAons which contribute to the cultural vibrancy of our community. Community Nonprofit The City of Aspen supports and enhances nonprofit organizaAons which create and deliver high impact community programming. Health & Human Services The City of Aspen strives to be a healthy and resilient community by supporAng a comprehensive system of accessible mental and physical health care, human services, and community resources. 14 5 of 13 Compe**ve Grant Guidelines All organizaAons who are applying to the compeAAve grant program must meet the following eligibility requirements and follow the guidelines as determined by the Grants Steering CommiLee. Eligibility Requirements Applicants must meet all requirements to be considered eligible: ¨ Classified as a tax-exempt nonprofit under the provision of SecAon 501(c)(3) of the Internal Revenue Code (or a school affiliated nonprofit). ¨ Directly provide services or programming within the Aspen to Glenwood corridor that benefit residents and workforce in this area. ¨ If the organizaAon has received a grant from the City of Aspen previously, a completed impact and outcome report is required. ¨ Applicants who apply to the compeAAve grant program are not eligible to apply to the pilot mini grant Defining Aspen-Based Aspen-based organizaAons are nonprofits meeAng all other grant program eligibility criteria that maintain a physical space, accessible to the public (e.g. not a home office or PO box), within the Aspen Urban Growth Boundary or conduct most of their service delivery within this area. Division Tiers and Funding Request Limits Within A&C and CNP divisions, funding request limits are determined by whether an organizaAon is Aspen-based or non-Aspen-based, and in all divisions (A&C, CNP, and HHS) requests may not exceed 20% of an organizaNon’s annual operaNng budget. Arts & Culture Division Community Nonprofit Division • Aspen-based: up to $100,000 • Non-Aspen-based: up to $75,000 • Aspen-based: up to $50,000 • Non-Aspen-based: up to $37,500 Health & Human Services Division • There are no Aers in the HHS division • All requests are limited to 20% of an organizaAon’s operaAng budget, not to exceed $30,000. 15 6 of 13 Funding Terms & Timeline Funding terms refer to the period that the grant award covers. One-Year Funding Term Next ApplicaAon: 2026 Two -Year Funding Term Next ApplicaAon: 2027 • Community Nonprofit • Health & Human Services • In-Kind Support • Arts & Culture The anNcipated Nmeline for the compeAAve grant cycle is as follows: 1. Guidelines & Materials Posted: approximately two weeks prior to the applicaAon opening, updated eligibility, criteria, and other program changes will be posted on the website. a. AnNcipated Date: Monday, September 22, 2025 2. ApplicaNon Window: the applicaAon remains open for approximately two months during which informaAonal and training sessions will be hosted both in-person and virtually. a. AnNcipated Opening Date: Monday, October 6, 2025 @12 NOON b. AnNcipated Closing Date: Wednesday, December 10, 2025 @5 PM 3. Staff VerificaNon: aker the applicaAon window closes, city staff will review the applicaAon for eligibility, completeness, and financial health and flag potenAal concerns for review by the Grants Steering CommiLee. OrganizaAons deemed financially unsound by the Grants Steering CommiLee will not advance to the review commiLees and are not eligible for funding. 4. Review CommiGee Scoring: up to five volunteer community members will review and score applicaAons using the Review & Scoring Framework (see Appendix B). Reviewer scores are first weighted based on review criterion, then aggregated to generate a singular score. This score is then applied to an objecAve funding formula to determine iniAal funding recommendaAons. 5. Grants Steering CommiGee EvaluaNon: iniAal funding recommendaAons are reviewed by the Grants Steering CommiLee who provide the final funding recommendaAon to Aspen City Council. 6. Grantee NoNficaNon: applicants are noAfied of their recommended award amount by email; however, all awards remain pending unAl they receive final approval from Aspen City Council. 7. Aspen City Council Approval: applicants are invited to the regular city council meeAng where grant awards will be considered for approval through resoluAon. 16 7 of 13 8. ContracNng & Funds Disbursement: contracts are sent to grantees via DocuSign. Once all parAes have completed signatures, an electronic funds payment (EFT) will be issued with the award amount.3 Required ReporDng All organizaAons who receive a grant from the City of Aspen are required to complete an Impact & Outcome report detailing how grant funds were spent, and it intended outcomes were achieved—or not. This report is due mid-November annually. In-Kind Grant Policies All applicants interested in applying for in-kind grants must abide by the following policies: • Must provide esAmate of cash-value of the in-kind request (use Aspen Municipal Code Chapter 2.12 MISCELLANEOUS FEE SCHEDULES to make your esAmates). • Receiving an in-kind grant does not replace the event applicaAon process. All recipients must sAll complete and obtain approval of the required event applicaAon with the appropriate city department. • Wheeler Opera House: please be aware that in-kind grants do not cover AckeAng or credit card fees. Ineligible Requests The City of Aspen is unable to support the following types of requests: • PoliAcal or lobbying acAviAes • Capital campaigns and fundraisers • Ongoing personnel requests • Deficits, reArement of debts, or endowments 3 EFTs are the preferred method of payment by the City of Aspen. If you would prefer to receive your grant award in the form of a check, we ask that you pick up the check directly from our finance department in City Hall. If you have questions regarding this policy, please email us at grants@aspen.gov. 17 8 of 13 Required Documents ApplicaDon Documents All organizaAons must include the following documents in their grant applicaAon: ¨ Board Approved Financial Statements o LAST YEAR: Income Statement o LAST YEAR: Balance Sheet o CURRENT YEAR: OperaAng Budget o Program/ Project Budget (only for programmaAc/ project requests) ¨ Most recently filed IRS Form 990 ¨ List of Board Members including full names, Atles, emails, and dates of expiry. OrganizaAons requesAng $50,000 – $100,000 must also include: ¨ LAST TWO YEARS: Income Statements ¨ LAST TWO YEARS: Balance Sheets ¨ Independent Financial Audit completed within the last three years OrganizaDon Documents OrganizaAon documents remain aLached to the organizaAon’s profile and need only be provided should updates need to be made. ¨ IRS LeGer of DeterminaNon ¨ Web-ready Logo (.png or .jpg preferred) 18 10 of 13 Required ReporDng Within one year of receiving the award, the organizaAon must provide a short one-page summary explaining how the funds were used. They should include any supporAng evidence such as photos, news arAcles, or leLers from the community expressing appreciaAon for the program or service. Ineligible Requests The City of Aspen is unable to support the following types of requests: • PoliAcal or lobbying acAviAes • Capital campaigns and fundraisers • Ongoing personnel requests • Deficits, reArement of debts, or endowments ApplicaDon Documents All organizaAons must include the following documents in their grant applicaAon: ¨ CURRENT YEAR: OperaAng Budget ¨ List of Board Members including full names, Atles, emails, and dates of expiry. OrganizaDon Documents OrganizaAon documents remain aLached to the organizaAon’s profile and need only be provided should updates need to be made. ¨ IRS LeGer of DeterminaNon ¨ Web-ready Logo (.png or .jpg preferred) 19 9 of 13 Mini Grant Pilot This pilot mini grant is designed to provide a quick and simple infusion of funds to support community organiza;ons through general opera;ng support. With a streamlined applica;on and minimal requirements, this noncompe;;ve program is designed to reduce barriers and expedite the disbursement of funds. • This grant is going to be piloted in the Community Nonprofit division. • 25 awards of up to $5,000 to be given in this pilot year. Eligibility Requirements Applicants must meet all the following criteria to be considered eligible: ¨ Classified as a tax-exempt nonprofit under the provision of Sec;on 501(c)(3) of the Internal Revenue Code (or a school affiliated nonprofit). ¨ Open to Community Nonprofit division only ¨ Directly provide services or programming within the Aspen to Glenwood corridor that benefit residents and workforce in this area. ¨ If the organiza;on has received a grant from the City of Aspen previously, a completed impact and outcome report is required. ¨ Applicants who apply to the mini grant are not eligible to apply to the compe;;ve grant program. Financial Health Review Staff will review organiza;onal financial documents to assess financial stability and flag poten;al concerns for the Grants Steering CommiWee. Organiza;ons determined to be in poor financial health by the grants steering commiWee will not advance to the grants review commiWees and will not be eligible for funding. Funding Terms & Timeline The funding term for this pilot program is one-year with an;cipated funds disbursement in early 2026. 1. Submit applica;on 2. Eligibility & financial health check 3. Grants Steering CommiWee review & approval 4. Funds disbursed 20 11 of 13 Appendix Appendix–Aspen Urban Growth Boundary Adopted by the Board of County Commissioners (BOCC) in 2000, the UGB plays a role in growth management, the transfer of development rights, and the Aspen Area Community Plan. It is updated periodically. The city recognizes that there are nonprofit organizaAons who operate just outside of city limits. To beLer reflect where services are delivered and accessed, the UGB is used as a geographic frame of reference as opposed to city limits. 21 12 of 13 Appendix B–Review Criteria DescripDons & Weights ApplicaAons will be reviewed by the grant review commiLees on each of the following criteria. Scores from each criterion will be used to determine funding recommendaAons. • To what extent will the proposal make a meaningful and durable positive impact in the lives of those it directly serves? • To what extent will the proposal benefit the broader community beyond those it directly serves? • For organizations who have previously received funding from the City of Aspen to what extent were the intended outcomes outlined in their application achieved, as reflected in their impact and outcome report? • To what extent is the proposal clearly and closely aligned with the applicable strategic focus area and overall program philosophy? • How well does the application establish that the proposal is viable and sustainable? • To what extent does the application demonstrate that sufficient organizational capacity exists to ensure funds are used as proposed? • Is the proposal an effective and efficient use of public funds? • To what extent does the proposal creatively address persistent or systemic issues, or fill a need in the community? • How well does the proposal provide an effective and compelling rationale for funding? • How clearly does the organization explain its unique value and differentiation in relation to other organizations providing similar services in the community? 22 13 of 13 Appendix C–Scoring DefiniDons Appendix D–QualiDes of High-Scoring ApplicaDons 23 INFORMATION ONLY REPORT TO: Aspen City Council FROM: John Barker, Strategy & Innovation Director Arielle Lyons, Grants Administrator THROUGH: Alissa Farrell, Administrative Services Director REPORT DATE: September 23, 2025 SUBJECT: Grants Program Update INTENDED OUTCOME & SUMMARY: This grants program update provides council an overview of the policy changes designed by the grants steering committee and implemented by staff based on feedback received from council during a work session on August 11, 2025. These changes ensure the city’s nonprofit grant program remains a leader in municipal grantmaking as a program that is sustainable, impactful, and aligned with best practice. No action is requested of council as the updates provided here are based on previous council direction. This report includes specific policy changes to provide multi-year funding, preference for Aspen-based organizations, and focus for the community non-profit division. Updates are given for changes that will take effect for the upcoming grant cycle opening on October 6, 2025, as well as planned changes that will take longer to implement. The changes implemented for the 2025 grant cycle may affect the maximum grant award certain applicants are eligible for, but no changes affect eligibility to participate in the grant program. DISCUSSION: Policy Change 1: Operational Presence Discussion: Council asked staff and the steering committee to ensure that organizations who apply for funding from the city’s grant program have a meaningful presence with the eligibility corridor of Aspen to Glenwood. The grants steering committee has refined the program’s operational presence requirement to ensure that service delivery is provided within this corridor and is targeted to the area’s residents and workforce. 24 Action Taken: All grant applicants must conform to the following requirement, starting with the application window opening October of 2025. “Applicants must certify that grant funds will be used for operating or programmatic expenses that directly support service delivery within the Aspen to Glenwood corridor. Funded services must primarily benefit residents and workforce in this area, as determined by the grants steering committee.” Policy Change 2: Provide Preference for Aspen-based nonprofits. Discussion: The grants steering committee considered each grant division (Arts & Culture, Health and Human Services, and Community Nonprofit) separately for this policy. Since Health & Human Services organizations are both widely distributed and operate throughout the Aspen to Glenwood corridor, no changes will be made to this division. For community non-profit and arts & culture, the steering committee determined that it would be appropriate to differentiate Aspen-based organizations. Action Taken: The steering committee and staff are implementing two changes, both set to take effect for the grant window opening in October of 2025. The first is to define Aspen-based organizations. This definition is: “Aspen-based organizations are nonprofits meeting all other grant program eligibility criteria that maintain a physical space, accessible to the public (e.g. not a home office or PO box), within the Aspen Urban Growth Boundary or conduct a majority of their service delivery within this area.” The second action taken by the grants steering committee is to reduce the maximum grant award for applicant organizations not meeting the criteria above to 75% of the maximum award amount of those that do. For the arts & culture division, Aspen based applicants will be eligible for awards up to $100,000, and others will be eligible for up to $75,000. For the community nonprofit division, Aspen-based applicants will be eligible for an award up to $50,000, and others will be eligible for up to $37,500. No changes have been made to the HHS division in recognition of the wide support these organizations provide through the Aspen to Glenwood corridor. Policy Change 3: Provide Focus for Community Nonprofit Discussion: The steering committee had robust discussion about this directive from council and recommend a two-phase approach. Staff and the steering committee are also undergoing an analysis of the mission statements of all organizations receiving funding in this division, along with a gap analysis of areas of greatest need in the community, and will return to council in the spring of 2026 with more information and suggestions to narrow the scope, and increase the depth, of this division. 25 Action Taken: The first phase, to take effect in the upcoming grant cycle, will create space in the division by piloting a new two-tier grant approach that provides stable, reliable support for small grants while prioritizing larger grant awards for those deemed highest performing by the grant review committee. This will work by setting aside up to 20% of the community nonprofit division budget to provide guaranteed grants of up to $5,000 for organizations meeting performance and eligibility criteria. This provides essential, stable support for applicants seeking small grants or those who rely on a city award to solicit other donations. This will also open the competitive grant tier to consider funding the highest performing applications more fully in lieu of the partial funding of many applications. Policy Change 4: Multi-Year Grants Discussion: The steering committee has endorsed a phased approach to multi-year granting, with the eventual goal of having all cash grants being recommended for two years. Action Taken: For the grant cycle starting in October, arts & culture awards will be issued for two years while community nonprofit and health and human services will be for one year. This is to allow the staff and the steering committee time to explore moving the administration of health and human services to a regional partner and explore providing greater focus to the community nonprofit division prior to locking in grants for multiple years. This stagger has the added benefit of creating a steady, but reduced, application volume each year. Once fully implemented, this will reduce the administrative demand on the program while also reducing the number of community volunteers needed to administer the grants to a more sustainable level. NEXT STEPS: For the changes to be implemented in 2025, work is underway to edu cate applicants through in-person and virtual training. Staff and the steering committee will continue to work on longer-term policy changes over the next several months. A report on the outcomes of these changes, pilot programs, and recommendations on further program updates will be delivered to council after the closure of the 2025/2026 cycle in the late spring of 2026. ATTACHMENTS: Attachment A – 2026 Grant Program Guidelines 26 CITY MANAGER NOTES: Staff continue to also explore a renewed capital grant program for arts and culture and will bring forward a draft program for Council consideration in the first quarter of 2026. 27