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HomeMy Public PortalAboutTBP 2016-02-03Town Board Briefing February 3, 2016 Please note that members of the Town Board will have dinner together starting at 5:30pm. The Board will begin the meeting at 6pm with an executive session to discuss possible litigation with the Town Attorney. This is anticipated to conclude by 7:00pm. I'm hoping this agenda provides an opportunity to discuss goals and expectations of related to several significant 2016 initiatives. First, enclosed is a proposal from Wendy Sullivan and Melanie Rees for a Housing Needs Assessment and attainable housing consulting services. Wendy had planned on attending, but in order to reduce travel costs she's planning to attend February 17th. At that meeting, pending Board discussion on the 3rd, we'll either follow up or kickoff the work. The second discussion item, Economic Development, is focused on water and sewer plant investment fee rate structures. Enclosed in the packet you will find a proposal for consulting services from Ehler's, information and a proposal from Grand Park, and information from Trustee Mather. Please note that the spreadsheet from Grand Park includes several worksheets. A draft request for proposals for planning services is provided. The draft provides a very broad scope of services. We believe it may be too broad, but are seeking Board consensus regarding the scope of work. Finally, Trustee Mather has requested further discussion regarding our solid waste management initiative. As always, feel free to contact me if you have any questions or need any additional information. Jeff Durbin Town of Fraser PO Box 370, Fraser, CO 80442 office 970-726-5491 fax 970-726-5518 www.frasercolorado.com FRASER BOARD OF TRUSTEES MINUTES DATE: Wednesday, January 20, 2016 MEETING: Board of Trustees Regular Meeting PLACE: Fraser Town Hall Board Room PRESENT Board: Mayor Pro -Tem Philip Vandernail; Trustees; Eileen Waldow, Katie Soles, Cody Clayton Taylor, Andy Miller and Jane Mather Staff: Town Manager Jeff Durbin; Town Clerk, Lu Berger; Finance Manager Nat Havens; Public Works Director Allen Nordin; Town Planner, Catherine Trotter; Police Chief, Glen Trainor, Assistant Town Manager Bektur Sakiev Others: See attached list Regular Meeting: Roll Call Mayor Pro Tem Vandernail called the meeting to order at 6:02 p.m. 2. Executive Session: For a conference with the Town's Attorney for the purpose of receiving legal advice on specific legal questions under C.R.S. Section 24-6-402(4) (b) and for the purpose of determining positions relative to matters that may be subject to negotiations, developing strategy for negotiations, and/or instructing negotiators, under C.R.S. Section 24-6-402(4)(e) regarding the Fraser US Highway 40 Improvement Project and to include TM Durbin, TA McGowan and TE Gagnon an DePlata. Trustee Soles moved, and Trustee Taylor seconded the motion to enter executive session. Motion carried: 6-0. Enter: 6:03 p.m. Exit: 7:10p.m. Attorney's Opinion Required by C.R.S. 24-6-402(2)(d.5)(II)(B). As the attorney representing the Town of Fraser, I am of the opinion that the entire Executive Session, which was not recorded, constituted a privileged attorney-client communication. Rod McGowan, Town Attorney Trustee Miller moved, and Trustee Taylor seconded the motion to exit executive session. Motion carried: 6-0. 3. Approval of Agenda: 4. 5. 6 VA Page 2 of 4 Trustee Waldow moved, and Trustee Miller seconded the motion to approve the Agenda as amended: 7c moved to 7a. 4b&c moved to discussion items. Motion carried: 6-0. Consent Agenda: a) Minutes — January 6, 2016 Trustee Taylor moved, and Trustee Waldow seconded the motion to approve the consent agenda. Motion carried: 6-0. Open Forum: a) Clark Lipscomb addressed the Board regarding affordable housing, as a follow- up to the discussion held at the January 6t" meeting. b) Gary Redfield spoke regarding affordable housing and Cornerstone. C) Sam Brewer, spoke regarding tap fees. Public Hearings: Discussion and Possible Action Regarding: a) Fraser US Highway 40 Improvement Project TM Durbin addressed the need to close out the US Highway 40 Improvement Project. A Resolution authorizing the Town Manager to close out the project was provided. Trustee Soles moved, and Trustee Taylor seconded the motion to approve Resolution 2016-01-04. Motion carried: 4-2. Vandernail — Aye Mather - Nay Miller — Aye Soles - Aye Taylor — Aye Waldow — Nay TA McGowan left the meeting. b) Energy Sustainability Presentation ATM Sakiev outlined the project for the Board and introduced Allison Schwabe and Aaron Skroch of McKinstry who outlined the project for the Board. Matthew Robinson from Colorado Energy Office briefed the Board on the State's support role for the Town. C) Resolution 2016-01-03 Safeway Frontage Road Underdrain & Resurfacing Project A section of town roadway accessing the Safeway grocery store and The Fraser Market Place, also known as the Safeway frontage/secondary access road, has failed and staff Page 3 of 4 is seeking approval to initiate bidding and contracting for work to address the problem. Staff recommends approval of Resolution 2016-01-03. The Board requested the option of removing the drain pan be included in the bid. Herb Meyring and Clark Lipscomb gave public comment. Trustee Soles moved, and Trustee Miller seconded the motion to approve Resolution 2016-01-03 Safeway Frontage Road Underdrain & Resurfacing Project. Motion carried: 6-0. d) Resolution 2016-01-02 Elk Creek Filing 1 Extension Request Resolution 2015-07-03 approving the Final Plan and Final Plat for Elk Creek at Grand Park Filing No. 1 and Filing No. 2 provided 120 days for execution of all documents, that time has expired and the applicant is requesting an additional 60 days to complete execution of all documents. Staff recommends approval of Resolution 2016-01-02 approving said extension. Clark Lipscomb spoke on behalf of Grand Park. Trustee Soles moved, and Trustee Taylor seconded the motion to approve Resolution 2016-01-02 Elk Creek Filing 1 Extension Request. Motion carried: 4-2. Vandernail — Aye Miller — Aye Taylor — Aye Mather - Nay Soles - Aye Waldow — Nay e) Resolution 2016-01-01 Grand Park Exemption Plat Extension Request Resolution 2015-11-04 approving the exemption plat for Grand Park Drive provided 30 days for execution of all documents, that time has expired and the applicant is requesting an additional 60 days to complete execution of all documents. Staff recommends approval of Resolution 2016-01-01 approving said extension. Trustee Soles moved, and Trustee Miller seconded the motion to approve Resolution 2015-01-01 Grand Park Exemption Plat Extension Request. Motion carried: 4-2. Vandernail — Aye Miller — Aye Taylor — Aye 8. Other Business: Mather - Nay Soles - Aye Waldow — Nay Trustee Mather — requested a timeline for the 2016 projects. Sewer project status. Trustee Miller moved, and Trustee Soles seconded the motion to adjourn. Motion carried: 6-0. Meeting adjourned at 9:40 p.m. Page 4 of 4 Lu Berger, Town Clerk TOWN OF FRASER RESOLUTION NO. 2016-02-01 REGARDING APPOINTMENT OF JUDGES FOR THE APRIL 5, 2016 TOWN OF FRASER REGULAR MUNICIPAL ELECTION WHEREAS, the Town of Fraser will hold its regular municipal election on Tuesday, April 5, 2016; WHEREAS, Colorado Revised Statutes 31-10-401 et. seq. specify the number, compensation and qualification of judges of election; and WHEREAS, Colorado Revised Statutes 31-10-401 allows the governing body to delegate to the Town Clerk the authority and responsibility to appoint judges of election. NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF THE TOWN OF FRASER, COLORADO THAT: 1. The Town Clerk is authorized and directed to appoint three qualified judges of election, and one substitute, for the Tuesday, April 5, 2016 regular municipal election. 2. The judges of election shall be compensated one hundred dollars and meals for the day, with the supply judge receiving an additional ten dollars. DULY MOVED, SECONDED AND ADOPTED THIS 3rd DAY OF FEBRUARY, 2016. TOWN OF FRASER Peggy Smith, Mayor ATTEST: Lu Berger, Town Clerk ,f�■■■ ■fit I 111 a all ■■rw'� AFFORDABLE HOUSING IN SMALL COMMUNITIES: DECIPHERING THE PROBLEM AND FINDING SOLUTIONS July 2014 IN I1 COLORADO MUNICIPAL LEAGUE TABLE OF CONTENTS FOREWORD ..................................................... 1 THE SCOPE OF THE AFFORDABLE HOUSING PROBLEM .............. 2 CHALLENGES FOR AFFORDABLE HOUSING IN SMALL COMMUNITIES.. 3 Land availability; Lack of resources; Community perception; Complexity of scale COMMON THEMES IN AFFORDABLE HOUSING IN SMALL COMMUNITIES .......................................... 6 Types of housing; Location IMPLICATIONS FORAFFORDABLE HOUSING IN SMALL COMMUNITIES . 8 CASE STUDIES .................................................. 10 Town of Windsor, City of Durango and the Regional Housing Alliance of La Plata County; Town of New Castle PUBLIC PERCEPTION OF AFFORDABLE HOUSING .................. 15 Form a personal connection; Frame affordable housing in terms of public values; Put a human face on the problem; Combat the `not in my backyard" mentality; Demonstrate the benefits for the whole community RESOURCES FOR AFFORDABLE HOUSING AND HOMELESSNESS.... 18 Federal funding; State funding; Housing authorities ilflawlkLe ' m There is no doubt that the lack of affordable housing is a key issue for Colorado's communities. While there is a substantial body of knowledge on urban and suburban efforts, rural communities have challenges, resources, and programs that are often different and unique to more metro -based counterparts. There are many opportunities for small communities to explore the development of affordable housing. Many more communities are aware of the positives of investing in affordable housing and that helping provide this service for low income citizens will further promote economic viability in their communities. To highlight these efforts, CML and Housing Colorado gathered information from across Colorado to study common themes and barriers, and what communities can do to help their lower-income residents. This marks the first time our two organizations have come together on a publication, and we are excited to elevate the awareness of affordable housing issues and provide these findings and resources to help smaller communities deal with such an important issue. CML and Housing Colorado would like to thank those that have taken time to work with our organizations on this publication. Kelly Jepson, a graduate student with the University of Colorado, Denver, conducted a months -long study interviewing various parties on their affordable housing programs. We want to thank her for her time and information. We also want to thank the municipalities and developers that provided feedback throughout the development of this publication, particularly those for our case studies: the Town of Windsor, the City of Durango, and the Town of New Castle. Meghan Storrie, CML legislative & policy advocate, and Sara Reynolds, Housing Colorado executive director, are the primary authors Should the contents of this publication raise any questions, we would like to hear from you. Sam Mamet Sara Reynolds CML executive director Housing Colorado executive director NIle] :7_11ZUJi[1]0IN191aIA11e1119 THE SCOPE OF THE AFFORDABLE HOUSING PROBLEM Affordable and safe housing is an integral component to a strong city or town. Research and experience have confirmed that housing issues affect all segments of society, from a child's ability to succeed in school to working class families struggling to pay monthly rent, from business owners trying to retain employees, to seniors, veterans, and those with disabilities consumed with housing costs and unable to focus on their health needs. Affordable housing typically is defined as paying no more than 30 percent of gross income for housing, including utilities. "Rent -burdened households" are those that pay higher than 30 percent, and "cost -burdened" households are defined as paying more than 50 percent on housing. Approximately 35 percent of Colorado households, or 699,500 households, are rented. Of these households, 327,412 households (47 percent of all renters) pay more than 30 percent of their income on housing. Furthermore, 165,165 households (24 percent of all renters) pay more than 50 percent of their income on housing.' The cost of living in recent years has contributed significantly to these numbers. Since 2007, the average rent in Colorado has increased by 19 percent, while the median renter household income has risen by only 1.1 percent. Inadequate supply of affordable housing further exacerbates this issue — at the $20,000 household income level and below, there are two households competing for each rental unit available at an affordable level ($500 per month). The unmet demand for housing has the greatest impact on some of our most vulnerable populations. Among the lowest of incomes, those earning less than $10,000 per year, housing needs include the following: • Number of households with special needs – 24,000 • Number of senior households – 21,000 • Number of families with children – 38,000 • Number of rural households – 7,000 • Number of households coming from homelessness – 14,5002 Housing Need and Rent Burden in Colorado and its Metropolitan Areas Colorado Department of Local Affairs, Division of Housing, April 2012. Ibid. CHALLENGES FOR AFFORDABLE HOUSING IN SMALL COMMUNITIES While interviewing communities and nonprofits throughout Colorado, a number of challenges were discussed. This section breaks these out into land availability and geography, local economic base, community perception, and the lack of resources for smaller communities. LAND AVAILABILITY Rural -resort communities. Misconceptions occur when mountainous rural - resort communities and eastern plains communities are subject to generalized housing discussions regarding cost and availability of land among various regions of the country. Income statistics show relatively high area median incomes (AMIs) for rural -resort areas in Colorado: consequentially, they do not reflect the lower-income workers who must commute due to lack of affordability within resort communities.' However, in Colorado, we know that workforce housing in these areas is vital to economic development, and that this population deserves quality affordable housing within the city or town limits where they work. High AMIs in rural -resort areas often represent second homeowners who have a much higher annual income, and conclude that an AMI may not accurately represent local workforce populations, which may be lower. Rural -resort areas lack cost-effective affordable housing developments. Within resort communities, land availability remains a barrier for affordable housing developments. Consequential to development barriers, over the years, housing supply in resort towns remains relatively inelastic and slow to respond to increased housing demands. While housing markets fluctuate periodically, the cost of new development remains high in these communities .4 Eastern plains. Despite the availability of inexpensive and developable land in the eastern plains, these communities face similar barriers to development of affordable housing units as rural -resort areas. These areas continue to show a need for more affordable housing even though their boundaries contain developable land. The issue is that lower land value in most rural areas leads to lower wages, lower rents, and less overall incentive for new development in the area.' Moreover, rural housing programs may not have the same resources as agencies in rural areas as there is more interest in development in urban areas. Yet researchers claim that rural areas lack affordable housing supply when compared with demand, and lower levels of regulation and development in rural 3 Housing Assistance Council. (2010). Colorado poverty statistics by county. Rural Housing Data Portal 2010. Washington, DC: HAC. Retrieved from www. ruraldataportal. org/index. aspx. 4 Johnson, M.P. (2007). Planning models for the provision of affordable housing. Environment and Planning 8: Planning and Design, 34, 501-523. 5 Lang, R. E., & Anacker, K.B. (2008). The new politics of affordable housing. Housing Policy Debate, 19(2), 37-41. N11i7:7_11101A10IN191AIATe1119 affordable housing markets amplify the gap between supply and demand in local housing markets.' LACK OF RESOURCES Unlike rural agencies, urban areas often have more resources to encourage development, including the promise of higher return on investment through a guarantee of high occupancy rates once the housing units are in place. In urban settings, new developments benefit from close proximity to all necessary building and service resources. Because the materials needed to establish new affordable housing units are farther from rural settings, the costly nature of building in smaller towns remains a deterrent for developers and contractors. New projects often include discussions of building cost, transportation cost, and proximity of community resources to the new affordable housing development for the future inhabitants of the project. If building in the eastern plains does not guarantee a return on investment, developers may be persuaded to build in a more predictable and less costly urban housing environment.' COMMUNITY PERCEPTION OF AFFORDABLE HOUSING Community perception plays an important role in the successes and failures of affordable housing programming in small towns due to increased neighborhood awareness and involvement in the various stages of the housing development process. As a whole, urban areas may adjust with relative ease to development, and thus may be more accepting of new affordable housing units.' But how do rural residents view affordable housing developments? Often, neighborhoods view development as having a larger impact more closely related to the overall community. Stigmas can develop around affordable housing that often leads to neighborhood resistance. Despite volatile and sometimes unpredictable community reactions, the research shows that perception surrounding affordable housing directly and significantly impact the success or failure of new developments.' Many common community assumptions surround concerns of higher traffic accidents, more crime, and additional costs to schools and other municipal services. It is the job of affordable housing providers and local governments to demonstrate the value of affordable housing development and dispel myths and misconceptions that often surround affordable housing. If affordable housing is well designed, fits in with the surrounding neighborhood, and if it is well managed, there are very few, if any, negative impacts of that housing on the property values of neighboring houses. Additionally, the potential population growth associated with new affordable housing does not necessarily yield higher municipal costs. Likewise, there is no evidence to suggest that multifamily 6 Ibid. 7 Johnson, M.P. (2007). Planning models for the provision of affordable housing. Environment and Planning B: Planning and Design, 34, 501-523. 8 Ziebarth, A., Prochaska -Cue, K., & Shrewsbury, B. (1997). Growth and locational impacts for housing in small communities. Rural Sociology Society, 62, 111-125. 9 Tighe, J.R. (2010). Public opinion and affordable housing: A review of the literature. Journal of Planning Literature, 25(1), 3-17. construction increases school -related costs any more than their single-family counterparts. In fact, both schools and local governments can benefit from the additional economic activity that is generated through the construction process and subsequent population growth. See "Public Perceptions of Affordable Housing" on page 15 for ways to reframe the message of affordable housing. COMPLEXITY OF SCALE While each community has different dynamics and priorities, one thing that small communities have in common when it comes to affordable housing is the complexity of scale. While in more urban areas a development with housing and services might typically be 100 units, providing an economy of scale in construction and operations, it is more difficult to get this level of effectiveness in a rural town. The size of multifamily developments can overshadow other types of existing housing in the community. As a result, there is more resistance when rural areas are discussing these types of projects.10 10 Personal Communication, Pat Coyle, October 15, 2013. K�]�i7:7_1�ZUJil11►1[yI�1A��Ze1�1� COMMON THEMES IN AFFORDABLE HOUSING IN SMALL COMMUNITIES TYPES OF HOUSING Two prominent types of affordable housing in less populated areas in Colorado include manufactured (mobile) homes and multifamily development. Manufactured homes. While manufactured homes exist in the home -ownership market, they are prominent in low-income rental markets as well. Studies show that habitants of manufactured houses do not necessarily own the structure or land underneath." Manufactured housing developments include single-family rentals, and this type of housing is a common alternative to traditional apartment building developments in the affordable housing market. Recent research points to a trend in movement of low-income people into rural areas due to an initial surplus of housing.12 It should be noted, however, that low-income individuals who move to rural areas cannot necessarily afford existing single-family homes, and are forced into available affordable housing. Rural -resort areas offer the additional challenge of low land availability so manufactured housing is a common form of affordable housing within the outlying perimeters or outside of mountain towns.13 Multifamily development. As federal funding for affordable housing declines, local governments become increasingly responsible for the establishment and provision of affordable housing programs. 14 In response to the overwhelming need for affordable housing in this country — national statistics showing more than 14 million families with a critical housing need — affordable housing developments need to be a common component of both rural and urban areas. As population grows in rural areas, local governments and private developers choose multifamily development over single-family development to provide housing at a lower cost.15 Multifamily housing is more attractive for developers because less land is needed and more individuals can live there, which theoretically increases potential for a higher rate of return on the investment in the project over time. Consideration of land cost is particularly important in rural -resort towns where the amount of land available to build on is lower. 16 While land value is lower in the eastern plains, developers still consider the need for a guaranteed return on investment, and multifamily housing still becomes the more desirable framework for new affordable housing projects. 11 Beamish, J.O., Goss, R.C., Atiles, J.H., & Kim, Y. (2001). Not a trailer anymore: Perceptions of manufactured housing. Housing Policy Debate, 12(2), 373-392. 12 Clark, S. L. 2012. In search of housing: urban families in rural contexts. Rural Sociology, 77(1), 110-134. 13 Beamish, J.O., Goss, R.C., Atiles, J.H., & Kim, Y. (2001). Not a trailer anymore: Perceptions of manufactured housing. Housing Policy Debate, 12(2), 373-392. 14 Reid, B. (2001). Increasing the supply of multifamily affordable housing. Journal of Housing& Community Development, 58(2), 8-11. 15 Ibid. 16 Ziebarth, A.C. & Meeks, C.B. (1998). Public policy issues and financing for rural housing. Advancing the Consumer Interest, 10(1), 1-7. Multifamily housing developments are the most common forms of affordable housing developments, and apartment -style projects are the most cost effective on expensive rural -resort land. Housing providers in the eastern plains also reported a need for new affordable housing development to fit in to the overarching "look" of the existing neighborhoods. Consequently, contemporary housing providers in various rural Colorado areas tend to consider multifamily dwellings, but manufactured housing is still a viable option in greater areas of communities. LOCATION Within the existing community. While developments within rural -resort towns face the challenge of high land cost, placing affordable housing within the community poses advantages both pre- and post -development." Often, affordable housing is easier to establish in areas where a variety of resources — such as public transportation, job training services, and housing agencies — are located.18 During construction, costs decrease when the project has a closer proximity to building materials, contracting businesses, and supplies. Within towns, inhabitants likely live closer to work; thus, vacancy rates in the development remain relatively low due to high utilization of the affordable housing units. Research on urban/rural sprawl shows that housing developments farther away from community resources (such as healthcare and food) are not as economically vibrant over time. Housing proximity to resources is one of the most influential factors in determining overall community health.19 Outside of the town. The high demand for affordable housing by local workforce populations often spills over municipal boundaries into adjoining areas.20 Many of these developments exist in the form of manufactured housing, and the homes often are stacked side-by-side on relatively small parcels of land. In addition to taking up less physical acreage, manufactured homes can provide an overall lower-cost alternative to single-family homes. Those who live in affordable housing developments outside the community, however, may suffer from a lack of accessible public resources, as well as increased costs from commuting .21 Additional problems arise when affordable housing developments in unincorporated areas cannot sustain a substantial tax base, and consequently cannot provide necessary services to residents. Still, more research considers the impacts of location on developers and builders, and points to higher costs in building materials and transport for rural areas in general, and more specifically, in outlying rural -resort communities .22 17 Johnson, M.P. (2007). Planning models for the provision of affordable housing. Environment and Planning 8: Planning and Design, 34, 501-523. 18 Ibid. 19 Ibid. 20 Clark, S. L. 2012. In search of housing: urban families in rural contexts. Rural Sociology, 77(1), 110-134. 21 Ibid. 22 Johnson, M.P. (2007). Planning models for the provision of affordable housing. Environment and Planning 8: Planning and Design, 34, 501-523. K911197:7_11101A M01 INIMAN MATe1119 IMPLICATIONS FOR AFFORDABLE HOUSING IN SMALL COMMUNITIES During this research project, the intent was to study ways small cities and towns can further promote their affordable housing programs. Below are a few areas in need of improvement that came from surveys and interviews. Regional collaboration. The research revealed a visible need for greater regional communication. In addition to infrequent regional communication, many members that were contacted noted a lack of awareness of the specific programs offered by other rural housing agencies in the state. This finding underscores the need for resources that assist local agencies to connect independently with each other. See "Resources for Affordable Housing and Homelessness" on page 18 for funding and informational resources for rural communities. These efforts will foster more communication among existing rural housing agencies, and hopefully, lead to further collaborative housing provision efforts. Creating programs that utilize resources. Many existing programs for members of CML and Housing Colorado must constantly work around the lack of funds. As national funding for housing decreases, Colorado housing agencies must seek additional funds from local resources, and many agencies have been forced to decrease some of their programming when funds are not available. A majority of members interviewed for this publication mentioned that increased funds from local governments and taxpayer dollars directly contribute to the scope and variety of programming in various housing agencies. They overwhelmingly supported the theory that housing agencies in rural areas have fewer readily available resources in comparison to urban housing agencies, but also noted that the ability to offer a wide range of services to affordable housing residents is extremely valuable and just as critical for rural communities as their urban counterparts. Public-private partnerships. Nonprofit housing providers and local government collaborations are increasingly common due to a demand for workforce housing in small communities. While many of the existing programs work with city councils and town boards, some do not actively and collaboratively engage with their local governments. Agencies not engaged with local governments on a regular basis do not necessarily view the nature of the relationship as negative; instead, these agencies often view the relationship as neutral. That being said, partnerships between local governments and other agencies have led to great successes and demonstrate an opportunity cost for those who do not have those relationships in place. Many agencies are intimately involved with local government, and those engaged in formal agreements with local governing entities have a structure for programming cost and function, and can facilitate a clear understanding of each agency's responsibilities and contributions to the program. When agencies reported a lack of communication with local government, there was often a willingness to increase collaborations in the future to expand funding and community understanding of their mission. Most respondents who do engage in cooperative efforts with local government largely viewed such relationships as beneficial. While local governments that co-opt with affordable housing agencies provide more regulation in housing provision, they also enable the local governments and housing providers to combine resources and pursue additional funding collaboratively. Consequently, efforts toward increased partnerships of housing providers and local governments are a primary recommendation for existing and future housing providers alike. Outside of additional funding, these partnerships are a terrific option when leveraging affordable housing dollars. NIle] :7_1110iAR] 0IN191AIAte1119 CASE STUDIES TOWN OF WINDSOR The Windsor Housing Authority (WHA), with the support of the Town of Windsor, recently leveraged minimal resources to construct workforce housing rental units within the Town limits. ("Workforce housing" generally refers to housing that is available to and attainable by working families and households earning low- to moderate-incomes.)This is a terrific example of a housing authority and a municipality being committed to serve the housing needs of household earning low- to moderate -incomes. Workforce Housing Needs Assessment Study. In 2008, at the direction of the town board and in conjunction with the Colorado Division of Housing, Windsor contracted with a consulting firm to have a workforce housing needs assessment study prepared to determine if an actual need existed for workforce housing in Windsor. The study found that the need for workforce housing was fast approaching. Due to shifts in the housing market leading to higher sales prices and rents, as well as the expansion of the local economy since 2000, the Town decided to set goals to meet the challenge of providing workforce housing for its residents. The study called for developing and maintaining attainable neighborhood housing for the community by partnering with other organizations interested in accomplishing this objective. In addition to formulating goals to achieve construction of affordable housing projects, the Town identified the WHA as the local agency to implement these goals. Strategic Housing Plan. One of the recommended action steps of the study was for a strategic housing plan to be developed. Following the adoption of the study by the Town in 2009, the WHA adopted the Windsor Housing Authority Strategic Housing Plan in 2012. The primary components of the plan are to identify gaps in housing opportunities for households earning low- to moderate - incomes, senior citizens, and individuals with disabilities; and identify strategies to address and close these gaps. Since the adoption of the plan, the Windsor Meadows Apartments have come to fruition. Windsor Meadows. In 2012, the WHA, in partnership with the Town and the Loveland Housing Authority, received tax -credit financing via the Colorado Housing and Finance Authority (CHFA) to construct 44 workforce housing rental units known as Windsor Meadows. Residents started moving into Windsor Meadows in December 2013, and the complex was fully leased by the end of February 2014. This serves as an excellent example of how these types of partnerships can work together to accomplish the goal of providing housing for families earning low- to moderate -incomes. The WHA and its partners are extremely proud of this development, which may serve as an example of what other small or rural areas may accomplish. See www.cmLorg under Issues > Affordable Housing for sample plans and ordinances. 10 AFFORDABLE HOUSING Outcome. WHA's new development of Windsor Meadows represents a massive collaborative effort by housing authorities, state housing agencies, and a municipality. All parties spent significant time to research the potential impacts of the development and went above and beyond to gain community support. Active public outreach to define the housing in a way that made it work for existing communities led to a positive view of this workforce housing development. For more information, Joseph P. Plummer, AICP, Windsor director of planning, at 970-674-2412 or jplummer@windsorgov.com. CITY OF DURANGO AND THE REGIONAL HOUSING ALLIANCE OF LA PLATA COUNTY Regional housing authorities have existed since the 1990s and have led to numerous partnerships and opportunities for development in rural areas. In the sparsely populated southwestern region of Colorado, the Regional Housing Alliance of La Plata County (RHA) has developed into one of the most influential partners for local governments interested in developing more affordable housing. RHA is a multijurisdictional housing authority funded by La Plata County, the City of Durango, the Town of Bayfield, and the Town of Ignacio. Since none of these jurisdictions has a housing planner on staff, the RHA conducts housing needs studies and coordinated the creation of an Affordable Housing Action Plan for La Plata County. RHA was created in 2004 as a new regional governmental entity to grapple with La Plata County's high housing prices and resulting lack of housing affordable to a large portion of its workforce. In just six years, home prices in La Plata County doubled. The current median sale price of homes is $310,000 — 64 percent higher than the nationwide median — while the county median income is $58,000, about the same as the national average. RHA board members are from throughout the area, including municipalities and the county at large. The diversity of the board has helped educate multiple jurisdictions on affordable housing options. City of Durango and La Plata County. The small City of Durango has become a destination for many people moving to Colorado. Population estimates from the last two years from the Colorado Department of Local Affairs show the number of households in La Plata County, in general, growing by about 3 percent, or about 680 households, per year. Data from the State Demographer's Office predicts the county's population will reach almost 59,000 by 2015. Due to population shifts and little development, housing is becoming increasingly scarce and, consequently, less affordable. As a result, La Plata County has served as a testing ground for various public-private affordable housing partnerships. The development of the fair share housing ordinance serves as an example. Fairshare housing ordinance. The Fair Share program was designed in partnership by RHA and Maryland-based Enterprise Community Partners. The organizations worked for 18 months with community members and government officials to craft the policy for the City of Durango. RHA collaborated with builders NIce] :7_1110iA10IN191AIATe111 it to develop and implement the ordinance, which requires that a portion of the developments sell homes at prices between $150,000 and $350,000. On Dec. 2, 2008, the City of Durango adopted its Fair Share policy and its implementing ordinance that requires developers of new housing to provide a certain percentage of homes or rental units — generally 16 percent — to be priced below market and reserved for homebuyers at certain income levels. Previous affordable housing agreements which are still in force have requirements ranging from 10 to 25 percent but otherwise follow Fair Share rules. Under certain circumstances, developers can pay in -lieu fees or make land donations as alternative means of compliance. In -lieu fees can be used to subsidize affordable housing development or very low-cost second mortgages for homebuyers. Any land donations will be used as sites for new affordable housing construction. Households must have qualifying incomes to be eligible for discount prices. A typical family of three must have an annual income of $80,000 or less for homes with small price discounts, and an income of $52,000 or below for homes with the deepest price discounts. Buyers must pay back the discount on resale of the home with a share of appreciation or agree to deed restrictions limiting the resale price. Developers must mix the discount -priced homes with the market - rate homes, except for limited options of paying fees to an affordable housing fund or making land donations for affordable housing. The ordinance allows RHA to seek more flexible funding sources from nonprofits as opposed to strict sources provided by governments. In cases where the ordinance is applied, the City can offset costs of building Fair Share housing for developers to spur their interest in developing Fair Share units. For example, developers may be entitled to refunds for utilities or other impact or construction fees. RHA has stated that flexibility plays a key role in rural community development. In 2008, the RHA seeded a nonprofit organization, the La Plata Homes Fund, with a $1.1 million contribution from BP America. The La Plata Homes Fund, which subsequently became a Community Development Finance Institute, has helped leverage this initial contribution to create a $3.1 million loan fund. Through this fund, the La Plata Homes Fund provides down payment assistance to households purchasing Fair Share units. Additional resources can be found on the websites of Regional Housing Alliance of La Plata County (www.rhalpc.org) and La Plata Homes Fund (www.homesfund.org). For more information, contact Sherri Dugdale, Durango assistant to the city manager at 970-375-5002 or sherri.dugdale@durangogov.org. TOWN OF NEW CASTLE Founded in 1971, the Community Resources and Housing Development Council (CRHDC) spent much of its early years focused on housing for low-income households in rural areas of the state. More recently, the agency has expanded its programs and services to include regions throughout Colorado, including urban, suburban, and rural communities. 12 AFFORDABLE HOUSING Leveraging its strength in rural housing development, CRHDC partnered with the Town of New Castle in 2005 on a senior housing development. Like many rural communities, the Town of New Castle (with a population of just under 5,000 residents) saw the need for senior housing. With its proximity to Glenwood Springs and employment opportunities, and many residents who wanted to stay in New Castle once they retired, it was clear that affordable senior housing was a growing need in the community. The partnership between CRHDC and the town was particularly successful for a variety of reasons: • CRHDC has extensive experience in identifying funding sources and how to structure key legal components such as land lease agreements. The Town recognized this asset and was willing to be flexible in its approach. • As an established community, the Town of New Castle has clear design standards. This facilitated a final design that not only met the needs of the future residents, but also was consistent with the character of the existing community and priorities of town residents. • Since the Town initiated contact with CRHDC, there was already the political will for developing an affordable housing project in the community. In general, senior housing projects tend to experience less resistance in the affordable housing marketplace because so many seniors are on fixed incomes — a common denominator that many community members can relate to. • Continued partnership – CRHDC has maintained a presence in the community, long after the construction was complete. Understanding the cultural values of the town, the project was designed to include a full-time onsite property manager. This is unusual for a housing development that only includes 24 units, but it was a priority for the community and was factored into the ongoing costs of the project. As a result of this successful project in 2005, the Town of New Castle and CRHDC have initiated a second affordable housing project together. When considering an affordable housing development between a nonprofit and local government, communities should keep the following in mind. As an affordable housing development serving seniors, CRHDC was able to leverage U.S. Department of Housing and Urban Development (HUD) 202 funds, a program that provides senior rental assistance to low-income seniors. This support provides critical gap financing that makes an affordable housing development financially viable in the long term. Local governments, on the other hand, have access to Community Development Block Grant funds. Agencies such as CRHDC cannot apply for those funds. Together, a nonprofit housing agency and its local government partner can leverage significantly more resources than would be available on their own. Both the nonprofit partner and the local government need to maintain a partnership over the long term; this understanding needs to be established at the beginning of the process. Unforeseen challenges can arise over time. After K01Ile] :7_1RZUJiM0IM191AMA11e111 63 the New Castle project was completed, a water main break caused significant flooding at the senior housing development. The Town was quick to respond and assist CRHDC, helping to move people temporarily and acting quickly to minimize the amount of time residents were displaced. Partners need to be prepared to be invested in the process and the outcome. In this case, the Town of New Castle did not simply identify the need and bring in a nonprofit developer, but actively participated in the entire process. Both parties knew there would be setbacks, but the relationship started with the premise of mutual trust. The nonprofit developer worked closely with the Town to identify the development areas and ensure the design was consistent with the Town's development plan. In turn, local governments can assist the development process by mitigating barriers, such as expediting the permit processes. The most successful projects require the developer and the local government to think as team rather than as two separate parties. For more information, contact, Tom Baker, New Castle town administrator, at 970-984-2311 or tbaker@newcastlecolorado.org. 14 AFFORDABLE HOUSING PUBLIC PERCEPTION OF AFFORDABLE HOUSING Public perception can be one of the most difficult issues to deal with when devising an affordable housing plan. Neighborhood opposition to an affordable housing development can be a powerful impediment to moving forward. There may have been a time when affordable housing was considered unattractive as a development option. Today, affordable housing developments are not only attractive, but provide an opportunity for local governments to show their residents the improvement to the community. This can be done by changing the conversation around affordable housing. There has been much research and analyses by affordable housing advocates around public opinion and below are some opportunities to reframe the message in rural communities. FORM A PERSONAL CONNECTION According to the Center for Community Change, there is general, but latent, support for affordable housing among the public. One way to increase support is to make the idea of "home" more personal. When discussing a project, people are much more responsive to the reference of "home" as opposed to "housing" or "units." Take the opportunity when developing a plan to market it as a place of security, comfort, relaxation. This invokes more positive thoughts that involve family and friends, whereas a reference to "units" resonates as abstract.23 In addition to the terms used, according to many studies completed since 2007, more people are beginning to see housing affordability as an issue they may personally face .21 This lends itself to an opportunity that more households will be more receptive to public policy proposals to solve it. FRAME AFFORDABLE HOUSING IN TERMS OF PUBLIC VALUES Equating affordable housing to increased options for families to succeed can help gain public support. Affordable housing needs to demonstrate opportunity, rewards for hard work, and other terms that invoke an American Dream mentality. Most citizens tend to view housing needs as a consumer issue rather than a social issue. This is an opportunity to reframe the message and use market-based appeals such as choice to look at the housing market in general. Explain that the issue is to increase supply of housing to meet demand while offering choices to different income levels. This message will reach a much wider audience .25 23 Center for Community Change, Public Opinion Research, 2011. 24 Peter D. Hart Research Associates, Affordable Housing in Rhode Island. 25 ActionMedia.(2006). Communicating Housing Issues. PowerPoint Presentation for Housing Alliance of Pennsylvania. K�l�i7:7_1�ZUJil11►1[yI�1A��Ze1�1 b'i PUT A HUMAN FACE ON THE PROBLEM People generally support programs to aid seniors, working families, and people with disabilities. When promoting an affordable housing plan, take this opportunity to show who the development will house. As opposed to using more universal terms, such as "low-income," use examples. Research shows that respondents are more likely to acknowledge a shortage of affordable homes when the target population is described with an income range (for example, young families earning $25,000 to $40,000).26 Tailor the message to local values. If residents value professions such as teachers or law enforcement, use them as examples of those who deserve affordable homes. COMBAT THE "NOT IN MY BACKYARD" MENTALITY One of the most difficult arguments against affordable housing is the "not in my backyard" (NIMBY) approach. Support drops the closer the housing is sited to those being surveyed .21 Common NIMBY claims around affordable housing center on concerns about declining property values, increased traffic, changing character of a neighborhood, or stereotypes about residents. Many of these concerns are based upon misinformation and can be rebutted with educational outreach. Use the planning and review process to educate concerned citizens on what the proposed project will look like and what it will do for the community. Concerns such as those relating to traffic congestion, service provision, or environmental quality can be addressed within development plans. Concerns about design and unsightliness may be addressed through design charettes and review processes .21 Housing Colorado currently has a design charette program that can offer insight into what works and what does not. Preconceived notions on who is occupying the affordable homes is more difficult to change, but can be counteracted by interactions between concerned neighbors and actual residents of affordable homes. Additionally, municipalities can build relationships among neighbors, residents, and developers through broad community outreach. DEMONSTRATE THE BENEFITS TO FOR THE WHOLE COMMUNITY The most successful community outreach campaigns emphasize that affordable homes lead to community wide benefits. These include connecting housing to broader issues of community concern such as education, health, transportation, and jobs .21 Research often points to the benefits of an adequate supply of affordable housing. Demonstrate that affordable homes contribute to positive outcomes for other major priorities like education and health, and liken 26 Public Opinion Strategies. (2007). State and Local Leaders' Views of Home Affordablilty. 27 Center for Community Change, Public Opinion Research, 2011. 28 Puget Sound Regional Council. Strategies to Address NIMBY. 2014. 29 Center for Community Change, Public Opinion Research, 2011. 16 AFFORDABLE HOUSING affordable housing to the creation of job growth and economic vitality.30 While demonstrating community benefit it is important to emphasize that new developments will not lead to a negative outcome. Some researchers recommend visual aids and a detailed program description to help bring home the message that everyone in the community deserves an affordable home. 30 Elizabeth J. Mueller, and J. Rosie Tighe. (2007). Making the Case for Affordable Housing: Connecting Housing with Health and Educational Outcomes. Journal of Planning and Literature 21,371-385 NIce] :7_11ZUJil ]0IN191AIATe111 VA RESOURCES FOR AFFORDABLE HOUSING AND HOMELESSNESS FEDERAL FUNDING United States Department of Agriculture Rural Development The U.S. Department of Agriculture Rural Development (USDA) works with public and nonprofit organizations to provide housing developers with loans and grants to construct and renovate rural multi -family housing complexes. Local governments are a key partner in moving these grants and loans forward. The USDA has six different loan and grant options from Rental Housing Direct Loans to Housing Preservation Grants. To receive more information about grant and loan opportunities through the USDA, contact your local USDA office. Resource: USDA, www.rurdev.usda.gov. Federal Low Income Housing Tax Credit The Federal Low Income Housing Tax Credit (LIHTC) program was created in 1986 under President Ronald Reagan and has received significant bipartisan support due to the public-private partnership model that it incentivizes. Through the annual budget setting process, Congress determines the total dollar amount of tax credits it is willing to fund in the coming fiscal year. The amount of credit that a state receives to allocate is based on the total population and a statutory rate. Each state has a housing and finance authority (HFA) that is authorized to award and distribute those tax credits each year. The Colorado Housing and Finance Authority is the agency in Colorado responsible for administering the federal tax program. Through a competitive application process, private, government, and nonprofit developers can submit project proposals for rental housing development to be considered for LIHTC funding. If approved, the recipient of the tax credit gets a dollar -for -dollar reduction in tax liability. The credit is transferable, and a syndicator or direct investor will invest in the credit. The developer then uses the proceeds from the investment by the syndicator or investor in the credit for constructing the housing project. This reduces the amount of debt the developer must use, which allows the developer to offer the housing to low income households at rates that are below the current market rates. Resource: Colorado Housing and Finance Authority, www.chfainfo.com/multifam/ multifamily_ developers/LIHTC%20allocation/LIHTC%20allocation. icm. Community Development Block Grants The Community Development Block Grant (CDBG) program was passed by Congress as Title I of the Housing and Community Development Act of 1974 to help cities address their community development needs. In 1981, Congress amended the legislation to allow states to administer CDBG funds to serve 18 AFFORDABLE HOUSING communities outside the large cities and urban counties. The Division of Housing currently administers the program. At least 70 percent of all CDBG funds must be spent on activities that benefit low- or moderate -income people. The Division of Housing uses a portion of the state's CDBG funding to provide or improve permanent residential structures that will house low and moderate income households outside of the larger cities and counties. Resource: Colorado Division of Housing, www.colorado.gov/cs/Satellite?c=Page &childpagename=DOLA-Main%2FCBONLayout&cid=1251593065651 &pagena me=CBONWrapper. U.S. Department of Housing and Urban Development HOME Program The HOME Investment Partnership Program (HOME) was created by the National Affordable Housing Act of 1990. HOME funds provide competitive funding to local government, nonprofit, and private developers. The purpose of the fund is to provide formula grants to states and localities that communities use — often in partnership with local nonprofit groups — to fund a wide range of activities including building, buying, and/or rehabilitating affordable housing for rent or homeownership or providing direct rental assistance to low-income people. HOME is the largest federal block grant to state and local governments designed exclusively to create affordable housing for low-income households. Source: Colorado Division of Housing, www.colorado.gov/cs/Satellite?c=Page&c hildpagename=DOLA-Main %2FCBONLayout&cid=1251593063983&pagename =CBONWrapper. Private Activity Bonds Private Activity Bonds (PABs) are tax-exempt bonds that can be issued for specific purposes. The federal government grants annual allocations of this bonding authority to states under the Tax Reform Act of 1986. The State of Colorado established its PAB allocation program by statute (24-32-1701 et seq, C.R.S.) to provide for the allocation of Colorado's PAB authority. One of the uses for PABs is for qualified rental housing projects. Local governments can issue these bonds to finance the new construction or acquisition/rehabilitation of housing for low/moderate income persons. Resource: Colorado Division of Housing, www.colorado.gov/cs/Satellite?c=Page &childpagename=DOLA-Main %2FCBONLayout&cid=1251592239205&pagena me=CBONWrapper. STATE FUNDING Colorado Housing Tax Credit In 2014, a bill was passed in the Colorado General Assembly to reinstate a state -based low income housing tax credit. Modeled after the successful federal LIHTC program, HB 14-1017 allocated a total of $10 million ($5 million in 2015 and $5 million in 2016) towards a state tax credit program for affordable housing development and preservation. In the same manner that the federal tax credit reduces an investor's federal tax credit liability dollar -for -dollar, the state tax WIle] :7_1110JA10IN191AIATe111 R1 credit will give the recipient a dollar -for -dollar reduction on their state tax liability. Like the federal program, the Colorado Housing and Finance Authority also will administer a state tax credit program and funding is limited to rental housing development only. This is a brand new opportunity for affordable housing development. More information will be released from the Colorado Housing and Finance Authority in time for the program launch in 2015. Colorado Housing Investment Fund In 2012, the Colorado Housing Investment Fund (C.R.S. 24-32-717) was created as a result of the national mortgage settlement brought by the attorney generals of 48 states against the top mortgage lenders in the country. A portion of the total settlement, $13.3 million, was allocated by the Colorado Attorney General's Office to the newly created Colorado Housing Investment Fund (CHIF), a revolving loan fund administered on behalf of the Attorney General's Office by the Colorado Division of Housing. Nine projects were funded through the initial $13.3 million to agencies across the state that included government, private, and nonprofit developers for the construction and rehabilitation of rental housing. Early in 2014, the Colorado Attorney General's Office announced an additional $23 million from the original 2012 mortgage settlement would be reallocated to CHIF. The $23 million will be transferred from the foreclosure mitigation fund. At the time of the initial settlement in 2012, Colorado was in the midst of the nationwide foreclosure crisis. However, with the housing market rebounding, the number of foreclosures dropped dramatically through 2013, and only a fraction of the foreclosure dollars had been used. Recognizing the need for more housing developments and the documented success of the current CHIF, the attorney general will be reallocating the foreclosure dollars in to the CHIF. The application process for government, private and nonprofit developers will be through the Division of Housing. Those who wish to submit project proposals to receive funds from CHIF should contact the Division of Housing or watch for announcements from CML or Housing Colorado on requests for applications. Affordable Housing Development Grants Each year, the governor's budget includes funding for the Affordable Housing Development Grants line item. This program is currently the only funded program that offers grants to nonprofit and government agencies for affordable housing development and preservation. Administered by the Colorado Division of Housing, this program can fund projects that include both rental housing and home ownership housing projects. Following priority guidelines established through the State Housing Board, the Division of Housing accepts project proposals throughout the year. For Fiscal Year 2014-2015, the Division of Housing was allotted $4.3 million for the program. Resource: Colorado Division of Housing, www.colorado.gov/cs/Satellite/DOLA- Main/CBON/1251590375290. 20 AFFORDABLE HOUSING Homeless Programs Team- Pathways Colorado The Governor's Office and the Colorado Department of Local Affairs are working on programs to end homelessness in rural communities. The Homeless Programs Team within the Division of Housing is poised as the leadership entity for working with multiple state and local partners to focus on supportive housing programs and projects. In the action plan for 2014 alone, there are goals to increase the capacity for transitional housing, increase access to permanent housing units, and increase access to benefits such as education and employment. To assist in transitional programs, the state has utilized the Fort Lyon facility in Las Animas to serve as a transitional housing facility for homeless individuals. The goal is not only to find permanent housing, but provide access health care, treatment, and workforce education to help them successfully re -integrate into their chosen communities. Resource: Colorado Division of Housing, www.colorado.gov/cs/Satellite?c=Page &childpagename=DOLA-Main%2FCBONLayout&cid=1251595945321 &pagena me=CBONWrapper. Pathways Home Colorado www. colorado.gov/cs/Satellite/DOLA-Main/CBON/1251611679326 HOUSING AUTHORITIES Local housing authorities A housing authority is the local administrative agency for housing assistance programs funded by the U.S. Department of Housing and Urban Development (HUD). All housing authorities provide rental housing or rental assistance to low-income families, the elderly and people with disabilities. Often, large cities have their own housing authorities, and smaller towns are served by a county housing authority. Colorado is also home to a few Regional Housing Authorities that cover significantly more area. Most often, these housing authorities reside in more rural, less populated areas. A local housing authority is the first place to go to find out about what housing assistance programs are available in the area. In addition to administering federal housing programs, such as the Housing Choice Voucher, local housing authorities often own and manage their own housing units. Housing authorities also partner with private and nonprofit developers to build new housing units or redevelop existing products. On the national level, housing authorities are represented by the National Association of Housing and Redevelopment Officials (NARHO), a leader in advocating the funding of HUD low- and moderate -income programs, the production of low-income housing, shaping housing modernization and assistance programs, and the continuing and strengthening of Community Development Block Grants and HOME programs. Resource: National Association of Housing and Redevelopment Officials, www.nahro.org. WIle] :7_1110JA10IN191AIATe111 til Colorado Housing and Finance Authority The Colorado Housing and Finance Authority (CHFA) was created in 1973 by the Colorado legislature to address the shortage of affordable housing in the state. Since then, CHFA has established itself as the front-runner in the affordable housing industry by financing single-family mortgages for qualifying homebuyers and supporting developments of apartments for low and moderate income residents. In 1982, when Colorado had economic difficulties, CHFA began making loans to small and medium sized businesses. Since 1973, CHFA's financed more than 69,000 mortgages to homebuyers, more than 54,000 residential rental units, and allocated tax credits for 37,000 residential rental units. CHFA also administers the Colorado Housing Income Tax Credit as well as the Federal Low Income Tax Credit. Resource: Colorado Housing and Finance Authority, www.chfainfo.com. 22 AFFORDABLE HOUSING n WSW CONSULTING To From: Jeff Durbin, Town Manager Wendy Sullivan, WSW Consulting Subject: Town of Fraser Housing Needs Study Date: January 25, 2016 155 Allyn Ave. San Anselmo, CA 94960 www.wswconsult.com Thank you for the opportunity to submit this proposal to help the town of Fraser understand, define and meet its attainable housing needs. The attached scope of work has been prepared pursuant to our discussions regarding the desire for the town of Fraser to have the information it needs to pursue attainable housing as a priority in the town. This scope of work covers three primary components: • Housing Needs. Defining the town's workforce housing needs in terms of how many units are needed, what type (ownership and rental) and price points. This information will help define what "attainable housing" means in the town of Fraser; • Development Environment. Providing an overview of the local development environment, including town -owned land, zoning and fee provisions as they relate to providing attainable housing. This analysis will lead to recommendations on how the town may approach development of attainable housing on its land; place local development and fee requirements in context with three other mountain communities and help to identify other strategies the town can consider to help produce and fund more housing through incentives, regulation, or other methods; and • Resources and Opportunities. Providing an inventory of local and regional resources that may help meet attainable housing needs in the area. This will include an overview of housing resources available in the county, potential land and partnership opportunities. The research will conclude with a summary of recommendations, housing strategies to consider and strategic planning next steps that can help guide the Town as it focuses its housing goals and strategies. WSW Consulting; Navigate, LLC; Rees Consulting, Inc. 0 WSW CONSULTING 155 Allyn Ave. San Anselmo, CA 94960 www.wswconsult.com The attached scope clarifies our research plan, timeline, budget and outputs we propose to provide. We look forward to further discussing this proposal and to having the opportunity to help the Town understand and address its housing needs. Sincerely, Wendy Sullivan WSW Consulting Attachment WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Proposed Scope of Services I. Housing Needs We propose to identify the housing needs of the local Town of Fraser workforce. This analysis will build upon studies completed at the end of 2015 (Grand Profile, Fraser Valley Economic Development Plan and survey, Town of Winter Park Housing Needs Assessment, etc.) to quantify attainable housing needs for the local workforce in the town of Fraser. As a cost-saving measure, housing market sales prices, jobs and other information will be used from these studies, so will reflect trends as of fall 2015. This report will also focus on how much housing is needed, rather than why workforce housing is needed. These prior studies documented the impact on current employers, economic development and the community due to housing shortages. The town has recognized this impact by placing attainable housing at the top of its priority list for 2016. We propose to provide a quantitative summary of housing needs for the Town of Fraser, which will evaluate and report upon the following: 1. Population and Demographic Trends, which will provide estimates for persons and households, examine growth and describe the demographic characteristics of households. Households by income and by tenure will also be examined. This affects the type of housing needed in town. Sources: 2010 US Census, ACS, Ribbon Demographics (Census/ACS computations), existing studies 2. Economic Conditions and Trends, which will include data on the number of jobs, seasonality in employment, average wages and types of jobs in Grand County and Fraser (where available). This section will also analyze commuting patterns. Job projections, wages and commuting are necessary to quantify housing needs presently and in the future. Sources: BLS, QCEW, local data (Chamber, Grand Profile Project, etc.) 3. Housing Inventory, which will include information on the number, type, tenure, and age of residential units. It will also include an inventory of existing affordable/income-restricted units in Fraser. Housing developments in the planning/ development pipeline will be included in this analysis. Current inventory and pending development affects the type of units needed. WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Sources: Assessor property records, Census, planning/building dept, interviews. 4. Homeownership Market, which will consider the number of sales, home prices, and the availability of homes by price. This section will take into account the age and appropriateness of units listed for sale to serve as housing for residents. Local preferences for housing identified through realtor interviews will be presented. This illustrates the extent to which market housing addresses workforce housing needs and where gaps in the market exist. Sources: Assessor property records, MLS, building/planning/housing dept., interviews (Realtors, lenders), site analysis. 5. Rental Market, which will cover the inventory of rental units, condition/age of units, rents, and vacancies. This will inventory both market rate and affordable rentals. Local apartment property managers will be contacted for rent and vacancy updates. Sources: Census/ACS, city planning/building, interviews (property managers) 6. Current Needs and Gaps, which will compare housing costs to the incomes of residents to determine where gaps in home prices and rents exist, both currently and over a 5 -year period. Needs will be identified by income category based on groupings most useful to the town (e.g. <50% AMI, 50 to 80%,80 to 120%, and 120%+) and by ownership and rental housing. Considerations such as the age and availability of units will be considered. Commuting will be a factor in this analysis. Sources: data from above sections. II. Development Environment This section will provide the town of Fraser with information regarding: • Town zoning and fee provisions as related to providing attainable housing; • Cost of development; • Strategies for facilitating attainable housing development on town -owned land; and WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 • Strategies the town can consider to help produce and fund more housing through incentives, regulation, or other methods. 1. Development fees and code, which will compare Fraser's code and fee structure to three other resort mountain communities with attainable housing challenges. The communities selected will include a sophisticated attainable housing producer (town of Jackson, WY), a relative new -comer to building attainable housing (town of Frisco, CO), and a comparable low-wage resort community with more moderate home prices than many of the ski communities (town of Estes Park, CO). This information will be presented in a matrix for easy reference and will include a summary of development fees, code provisions and requirements, and attainable housing fees or dedicated funds collected by the towns (where applicable). 2. Building on Town -Owned Land, which will provide strategy recommendations on how Fraser could facilitate the production of attainable housing on their available land. This will provide information on ownership and rental projects, including cost of development, as follows: 1) Case studies of attainable apartment projects being pursued by the town of Breckenridge and the redevelopment of Timber Ridge at Vail will be presented to understand the cost of rental housing development in mountain communities. 2) A summary of approaches used to produce attainable housing on town -owned land will be provided as a reference guide for Fraser and what it takes to develop. 3) We propose as an optional item to produce a pro -forma for a homeownership development on the town's land. This will specifically identify the number of units, types and price points that could be produced and help the town understand how various fee waivers or other concessions (density bonuses, etc.) could affect project outcomes. 3. Attainable Housing codes, incentives and fees, which will provide strategy recommendations the town can consider to help produce and fund more attainable housing. Sources: building/planning departments, interviews, inventory of community resources. WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 III. Resources and Opportunities This section will provide an inventory of potential local and regional resources that can help meet attainable housing needs in the area, including: • A summary inventory of land and resources that the Town has available for housing; • A summary of regional resources, including the Grand County Housing Authority capacity, programs and roles; the town of Winter Park housing strategy and goals; and potential land and partnership opportunities with Grand County and/or Granby. This section will be useful when making recommendations on potential strategies for the town to address housing needs. Sources: building/planning departments, interviews. IV. Conclusions, Recommendations and Strategies This section will tie together information from this analysis to draw conclusions that are quantitative where applicable and informative about trends that could impact housing policies. This will include: • Recommendations regarding the current available supply of housing affordable to residents, units needed to fill gaps in housing needs, and related housing policy considerations; • Considerations in light of current development in the town, desire to improve private market participation, and steps that can be taken to implement recommendations. Strategies identified may include incentives (density bonuses or transfers, ADUs, etc.), regulatory mandates (inclusionary zoning, linkage, replacement programs, etc.), collaborative opportunities with other communities or the county, housing rehabilitation and preservation strategies, among other tools; and • Strategies to facilitate development of attainable housing in town, including development considerations, partnerships, local capacity, resources and tradeoffs. This will include recommendations on how gaps in town resources to produce and manage housing may be filled (e.g. potential funding mechanisms, developer relationships, regional collaboration, etc.). WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Recommendations will focus not only on how to pursue housing development, but also how best to protect the town's investment in attainable housing over the long term. All sources and calculations in this report will be fully documented and explained, with links to on-line data as available. This lends credence to the report, makes results transparent, and will provide information that can assist with future updates. The report will be provided both in PDF and Word. Primary Data Research As noted above, we propose to use a combination of secondary data sources and primary research to collect the data necessary to complete the housing needs analysis. Primary research is proposed to include: • Three (3) to four (4) local employer interviews, • Interviews with up to two (2) local realtors, • Interviews with at least two (2) local developers and • Up to four (4) interviews to identify regional resources, proposed to include Grand County, the Grand County Housing Authority, town of Winter Park and town of Fraser. Employer interviews - Three or four representative employers in the town of Fraser will be interviewed to supplement information gathered from studies completed at the end of 2015. The purpose is to understand employer perceptions or problems associated with workforce housing needs, employee recruitment, wages and job positions, and other issues. We will also learn where their employees live and would prefer to live given housing opportunities. Realtor Interviews - Local realtors will be interviewed to obtain information on the ownership market including current prices, recent trends, occupancy patterns, availability and what households are seeking when looking to purchase or rent a unit. This discussion will help define housing preferences in the town, including unit type and locations. Local Developers - Interviews with at least two local developers will be held to acquire general information on the current costs of development (design, planning approval, construction, project management, and sale/lease-up), and local challenges of developing. If an ownership housing development pro forma is requested, a more in depth evaluation of costs associated with development will be performed, including interviews with general contractors, local trades, utility companies, architects and engineers. WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Work Sessions, Site Visit and Presentation Kick-off meeting. Early in the process we will facilitate an in-person kickoff meeting, to include Town Council, to refine the project scope and target key informant interviews. Site visit. This will include a visit to town owned land and current neighborhoods. This will help set the local context for town land analysis, housing needs and opportunities. Draft report and conference call. We will issue the draft report to the town on May 18, 2016. We will host a question and answer session and gather Council and staff input at a meeting on or about May 25th. We will conduct this meeting via conference call. Information gathered from this discussion and through written comments from staff and Council will be used to finalize the report. Final report and presentation. We will issue the final report on or about June 8th. We will present report findings and recommendations in person at a public meeting the week of June 15th. We would prepare Power Point slides to support our presentation, which could be used in the future if there are other opportunities to present the findings. Town Assistance We seek town assistance with the following tasks: • Interviews: providing contact information for primary employers and key informants for interviews, with introductions made where possible. • Data: assistance compiling needed town data, including existing reports/studies, Assessor data/contacts, planning/building departments, GIS data coordination, etc. Deliverables We propose to provide: A report documenting our research, methodology, data and trends and recommendations from a complete assessment of the housing situation in Fraser, as defined above; and • Report presentation materials. WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Budget We propose a fixed fee contract not to exceed $45,000 (or $50,000 if the optional pro -forma for the town's land is produced). Our budget is based on hourly rates ranging from $55 to $150 per hour. Other expenses would be charged at our cost. Component Cost Interviews (Primary Research) Employers (3 to 4) $1,800 Local development $11500 Realtors (2) $1000 Housing Needs Population and Demographics $1,200 Job projections and commuting $2,000 Housing Inventory $2,500 Homeownership Market Conditions $2000 Rental Market Conditions $2,000 Current Needs and Gaps $3,000 Development Environment Town land and codes $1,800 Comparative communities $3,000 Cost of development (ownership and rental) $5,000 Optional: ownership pro forma $5,000 Resources and Opportunities $5,000 Conclusions, Strategies, Next Steps $4,000 Meetings, Presentations, Management Kick-off work session (conference call) $800 Site -visit (two consultants) $3,000 Draft report Q&A (conference call) $800 Presentation (travel plus meeting) $3,000 Contract/project management $1600 Total $45,000 Total (including optional pro forma) $50,000 WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Timeline The below timeline has an assumed kick-off date of February 23, but will be adjusted depending upon the contract start date. Week Feb March April May June 4 1 2 3 4 5 1 2 3 4 1 2 3 4 1 2 3 Kick-off meeting (2/23) x Site visit (3/9) x Secondary data collection x x x x x Identify local interviewees x x Interviews (local and regional) x x x x Analysis and initial report draft x x x x x x x Draft report submitted (5/18) x Draft report conference/discussion (5/25) x Final report and presentation (6/15) x x Team Members and Roles We are a well seasoned team. Melanie Rees of Rees Consulting has been a housing consultant for almost 30 years and has been working with Wendy Sullivan of WSW Consulting since 2001. Christine Walker has been producing and managing affordable housing for over ten years, has been our client during much of that time and a co -consultant since starting her own business last year. Together, we have completed numerous city, county -wide and regional housing needs assessments in urban, rural and resort areas throughout the west. Melanie completed some of the first housing needs assessments in Colorado back in 1990. Since then Melanie and Wendy have continued to work with many communities over the years as their needs have changed. We are proud of our ability to serve so many repeat clients and to adapt to their changing needs over the years. We customize our work to meet each community's specific needs and goals, while also recognizing and addressing the unique constraints within each community. We have worked together so frequently that, from our client's perspectives, we function as one firm. WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Resumes are included as an appendix to this proposal. Our contact information is as follows: Wendy Sullivan Christine Walker Melanie Rees Project Manager Research Associate Research Associate WSW Consulting Navigate, LLC Rees Consulting, Inc. 155 Allyn Ave 152 E. Gill PO Box 3845 San Anselmo, CA 94960 Jackson Hole, WY 83001 Crested Butte, CO 81224 (303) 579-6702 (307) 690-4487 (970) 349-9845 wendy@wswconsult.com christine@navigatejh.com melanie@reesconsultinginc.com Wendy Sullivan, principal of WSW Consulting, is a housing planner and attorney, licensed in Colorado and California, specializing in affordable housing market research and strategy. She has near 15 years of community planning experience as a planner, analyst and attorney in the public and private sector. Wendy has conducted and managed housing needs assessments, market studies and housing policy development for over 40 communities and counties, with particular focus on mountain resort communities. She is adept at primary research and interpretation, including survey administration and other community outreach methods, as well as secondary data research. Prior to starting her own business, she worked as a county planner for Blaine County, Idaho (home of Sun Valley ski resort), a senior housing analyst for RRC Associates, Inc. and as a contract attorney in municipal and affordable housing law. Wendy has a Bachelor's degree in computer science and math, a Master's in Regional Planning and a J.D. from the University of Colorado in Boulder. Wendy will be Project Manager. Christine Walker (Navigate, LLC) is a consultant based in Jackson, WY. Christine brings hands-on experience to addressing workforce housing needs. As the former Executive Director of the Teton County Housing Authority (TCHA) in Wyoming, Christine facilitated the development of and managed hundreds of homes for the Jackson Hole workforce. She understands the nuances of public policy and housing programs, how to structure programs and management to maintain affordability and quality of units over time and how to Navigate various program, funding and partnership opportunities to meet your housing needs. Christine will serve as a research associate for this study. Melanie Rees is a consultant based in Crested Butte with a long-established consulting practice that is exclusively devoted to housing. She started her own business over 25 years ago. Rees Consulting's main products are housing needs assessments, market studies for mixed -income developments and strategic/action plans for community housing. Her primary focus is housing in high-cost areas, particularly mountain resort communities. She previously worked in economic development for the State of Colorado and in community development for the City of Flagstaff. Melanie will serve as a research associate for this study. WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Experience We have worked often in Grand County in the past and for the town of Winter Park most recently (2015). We have the historical perspective that is so valuable when analyzing current conditions and projecting future needs. Melanie Rees was a member of the consultant team on the housing needs assessments conducted in 1996 and 2001. Rees Consulting was the lead contractor on the 2007 Housing Needs Assessment. In addition, Rees Consulting has prepared project -specific market studies for several apartment and ownership projects in Winter Park, Fraser and Tabernash, preforming work for the Grand County Housing Authority, the Town of Winter Park and private developers. The following is a list of some of the additional locations where we have completed housing needs assessments. We have worked for most of these clients more than once and in some cases have had the opportunity to help communities understand their changing housing needs over a span of two decades. City of Aspen/Pitkin County Adams County Town of Basalt Blaine County, ID Boulder County & Broomfield City of Boulder Town of Breckenridge Central Oregon Region Clear Creek County Eagle County/Vail Town of Estes Park Garfield County/Glenwood Springs Gunnison County & towns City of Lafayette City of Louisville City of Longmont Mammoth Lakes, CA Mono & Inyo Counties, CA Ouray County & towns Routt County, Steamboat Springs San Miguel County/Telluride SE Colorado Region Summit County Teton Co, WY Upper Arkansas Region Valley & Adams Counties, ID WSW Consulting; Navigate, LLC; Rees Consulting, Inc. 10 Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Appendix —Team Information and Resumes WSW Consulting; Navigate, LLC; Rees Consulting, Inc. Town of Fraser Attainable Housing Study Proposal - Jan. 25, 2016 Wendy Sullivan Wendy possesses a diverse background in public and private planning and analysis. She is adept at practical applications of research techniques, including survey and qualitative research, to solve community planning and policy issues. She has consulted for land, housing, and transportation planning projects and is adept at providing the numbers by which community goals, policies, and strategies are formed. Housing needs assessments are particular areas of specialization. Wendy has also helped draft strategic plans, zoning ordinances and related regulations for communities of various sizes. PROFESSIONAL EXPERIENCE Principal WSW Consulting Present San Anselmo, California Attorney and planning research consultant, with a focus on housing needs assessments and housing policy. Senior Analyst March 2001— May 2007 RRC Associates, Inc. (Market research and planning firm) Boulder, Colorado Strategic consulting in land, housing and transportation planning. County Planner Planning and Zoning Department, Blaine County Graduate Research and Teaching Assistant Washington State University Professional Research Assistant Cooperative Institute for Research in the Environmental Sciences March 1998 — October 2000 Hailey, Idaho September 1995 — December 1997 Pullman, Washington September 1992 — November 1994 REPRESENTATIVE PLANNING STUDIES AND HOUSING ASSESSMENTS Eagle County and Town of Vail, CO Town of Snowmass Village, CO Pitkin and Garfield County, CO Summit County, Town of Breckenridge, CO Town of Telluride, CO Routt County and Steamboat Springs, CO Teller County, City of Woodland Park, CO Boulder, Lafayette, & Broomfield, CO EDUCATION Juris Doctor, May 2010 University of Colorado Law School, Boulder, Colorado Master of Regional Planning, December 1997 Washington State University, Pullman, Washington Boulder, Colorado Jefferson County and Cities of Arvada and Wheat Ridge, CO Town of Winter Park, CO Bridgeport, CT Blaine County, ID Town of Mammoth Lakes, CA Inyo and Mono Counties, CA City of Santa Fe, NM Teton County and Jackson, WY Bachelor of Science Computer Science, minor Mathematics, cum laude, May 1992 Colorado State University, Fort Collins, Colorado NAVIGATE, Ilc W604 �:z�l�:c�l�b�►[e�Y�Il�jrc�L[►+ Christine Walker, Principal 307.690.4487 Christine@NavigateJH.com NavigateJH.com Background: Christine is principle of Navigate, LLC a real estate development consulting firm that specializes in workforce housing strategies. Current projects include advising developers in Jackson Hole on methods to fund workforce housing projects, consulting with businesses on employee housing options specific to their needs, and guiding local government officials on solutions for their workforce housing initiatives. For almost a decade, Christine Walker acted as the Executive Director of the Teton County Housing Authority (TCHA) where she facilitated the development of hundreds of homes for working members of the Jackson Hole community. With Christine's leadership, Teton County, Wyoming strategically addressed its workforce housing goals through a multifaceted approach, helping to maintain a strong, healthy and vibrant community. Relevant Professional Experience: Affordable Housing Development: Christine has developed three workforce housing projects from concept to completion in the challenging development environment of Jackson Hole, Wyoming. All three involved complex land negotiations, layers of funding sources, thoughtful designs to respect adjacent neighborhoods, and careful maneuvering of the entitlement process. Application of Housing Development Regulations: With her extensive understanding of both local Land Development Regulations, Christine worked with developers to meet their housing requirements efficiently and within their constraints. By demonstrating the value to local developers in Teton County, Christine acquired nearly 250 restricted housing units, fulfilling the goals of both the community and the developer. Education and Experience: Bachelor of Science, Environmental Design University of Colorado, 1989 Wyoming Real Estate Broker 2003 - Present Constant Care Family Management Advisory Board 2015 - Present Teton County Planning Commission 2002-2004 NavigateJH.com 215 N. Gill Street, Jackson, WY 83001 307.690.4487 Christine@NavigateJH.com Town of Fraser Attainable Housi Melanie Rees Principal, 1991 - Present Rees Consulting, Inc. Over the past 20 years, Melanie Rees has become an industry leader in housing market analysis with clients that include private and non- profit developers, public housing authorities, lenders and local governments. Her focus is on high-cost areas throughout the mountain west, amenity towns and cities, downtowns and energy - impacted areas. The firm's services generally fall within three categories: Housing Needs Assessm en ts sal - Jan. 25, 2016 Ownership & rental market analysis Demographic & economic framework Historic trending Special needs populations Demand forecasting Resource identification Gap analysis Program evaluation Land/site evaluation Buyer & renter preferences Market Studies LIHTC properties Transit -oriented development Sustainable/green building Senior independent living Strategic Planning and Program Development Action/work plans Housing elements for comp plans Impact studies Nexus analysis Entry-level homeownership Mixed -income multifamily Mixed use Acquisition/rehab Mitigation requirements Inclusionary housing programs Administrative guidelines Deed restrictions Rees Consulting is an approved market analyst for programs administered by the Colorado Housing and Finance Authority and the Colorado Division of Housing. Other Professional Experience Economic Development Officer, 1984 - 1989 Colorado Office of Economic Development Community Development/ Grants Administrator, 1981 - 1984 City of Flagstaff Federal Grants Specialist/Client Representative, 1979 - 1981 International Systems, Inc. Education Master of Business Administration University of Colorado at Denver, 1991 Bachelor of Arts, Economics & Political Science Georgia State University, 1979 TOWN OF FRASER - CHALLENGES FACING HOUSING Water and Sewer Tap Fee Analysis of 14 Colorado Mountain Town Communities Affordability And Tap Fees Town Median Household Income Rank Hi to Low Median Real Estate Value Rank Hi to Low Water Tap Fees Rank Hi to Low Sewer Tap Fees Rank Hi to Low Total Water/Sewer Tap Fees Rank Hi to Low Tap Fees as a % of Med HH] Rank Hi to Low Tap Fees as a % of Med R/E Val Rank HI to Low Fraser $47,000 13 $250,000 10 $7,500 4 $7,500 5 $15,000 4 31.9% 3 6.0% 3 Granby $60,000 6 $205,000 13 $6,310 11 $8,500 4 $14,810 6 24.7% 6 7.2% 1 Kremmling $45,000 14 $205,000 14 $6,700 8 $5,000 9 $11,700 10 26.0% 5 5.7% 4 Winter Park $65,000 5 $360,000 8 $11,550 1 $11,550 2 $23,100 1 35.5% 1 6.4% 2 Grand County 9.5 11.25 6.0 5.0 5.3 3.75 2.5 Glenwood Slogs $57,000 7 $405,000 7 $7,165 6 $4,179 11 $11,344 11 19.9% 9 2.8% 12 Carbondale $67,000 3 $475,000 3 $6,450 9 $4,420 10 $10,870 12 16.2% 12 2.3% 14 Rifle $53,000 11 $255,000 9 $6,193 12 $6,382 7 $12,575 8 23.7% 7 4.9% 5 Garfield County 7.0 6.3 9.0 9.3 10.3 9.3 1 10.3 Steamboat Spgs $65,000 4 $500,000 2 $7,697 3 $4,150 12 $11,847 9 18.2% 11 2.37% 13 Craig $52,000 12 $235,000 11 $4,290 14 $2,390 14 $6,680 14 12.8% 14 2.84% 10 Hayden $55,000 10 $220,000 12 $4,800 13 $2,400 13 $7,200 13 13.1% 13 3.27% 8 Moffat and Routt Counties 8.7 8.3 12 12.7 10.3333333 Breckenridge $55,000 9 $450,000 5 $6,366 10 $11,584 1 $17,950 2 32.6% 2 3.99% 7 Eagle $75,000 1 $410,000 6 $7,000 7 $10,000 3 $17,000 3 22.7% 8 4.15% 6 Silverthorne $68,000 2 $460,000 4 $7,200 5 $5,800 8 $13,000 7 19.1% 1 10 1 2.83% 11 Dillon $56,000 8 $521,000 1 $8,438 2 $6,528 6 $14,966 5 26.7% 4 2.9% 9 Eagle and Summit Counties 5.0 4.0 6.0 4.5 4.3 4.8 8.3 *Median value includes all homes in the community Summary: 1. Fraser's Median Household Income is next to last of the 14 communities evaluated 2. Fraser's Median Real Estate Value came in 10th ranking one of the lowest 3. Fraser's Water & Sewer Tap Fee is the 4th highest out of the 14 communities evaluated 4. Fraser's Water & Sewer Tap Fee is the 3rd most costly when compared to Median Household Income of the community 5. Fraser's Water & Sewer Tap Fee is the 3rd most costly when compared to Median Real Estate Values of the community ** Note - Breckenridge (location based), Steamboat Springs, & Carbondale (fixture based) have variable water & sewer rates Tap Fees Page 1 of 4 TOWN OF FRASER - CHALLENGES FACING HOUSING Water and Sewer Service Fees of 14 Colorado Mountain Communities Town Base Fee Service Fees on a MONTHLY basis Water Sewer Monthly Usage Charge per 1000 Base Fee Usage Charge Total Base Fee Base Fee Rank Hi to Low Consumption at 6K gallons Total w/ Consumption Fraser $51.00 $1.50 per 1000 $45.83 $96.83 1 $9.00 $105.83 Granby $44.92 None indicated $48.72 $93.64 2 $93.64 Kremmlin $48.00 >6,000 gallons, $1.80 per 1000 $39.00 $87.00 3 $87.00 Winter Park $33.50 $3/1000 gallons > 4000 gallons $36.00 $69.50 6 $6.001 75.50 Grand County $44.35 $42.39 $86.74 $3.75 $90.49 Glenwood Sp s $23.33 $1.70 per 1000 $46.33 $69.67 5 $10.20 $79.87 Carbondale $3.76 $3.84 per 1000 $5.03 $6.00 per 1000 $8.79 14 $23.04 $31.83 Rifle $25.20 Undisclosed $40.71 $65.91 8 $65.91 Garfield County $17.43 $30.69 $48.12 $11.08 $59.20 Steamboat Sp s $21.84 $2.30 1000-4000; $3.45 5000-12000 $42.57 $64.41 11 $20.70 $85.11 Craig $28.50 $2.90 per 1000 $28.00 $2.90 per 1000 $56.50 12 $34.80 $91.30 Hayden $37.58 $3.61 6000-12000; $4.11 >12000 $30.75 $68.33 7 $3.61 $71.94 Moffat and Routt Counties $29.31 $33.77 $63.08 $19.70 $82.78 Breckenridge $38.45 $5.25 per 1000 above 10000 gallons $26.00 $64.45 10 $0.00 $64.45 Eagle $29.10 $5.45 6001-28000 gallons $44.00 $73.10 4 $0.00 $73.10 Silverthorne 1 $13.62 $1.35 for 0-15000 gallons calculated quarterly $31.32 1 $44.94 13 $8.10 $53.04 Dillon $23.30 $5.50 0-6,000 gallons; $6.55 6000-10000; $8.05 > 10000 $41.20 $64.50 9 $33.00 $97.50 Eagle and Summit Counties $26.121 $35.631 $61.75 $10.28 $72.02 Summary: 1. Fraser has the highest TOTAL Base Fee of all 14 communities evaluated 2. Fraser has the highest Base WATER fee of all 14 communities evaluated 3. Fraser has the 3rd highest Base SEWER fee of all 14 communities evaluated 4. Fraser has the highest Total Fee when assuming consumption of 6,000 gallons of water per month Water & Sanitation Mill Levies W&S Mill City Levies Fraser 0 0 2.273 7.04 13.951 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Granby Kremling Winter Park Ski Area WP - Grand County One Glenwood Spgs Carbondale Rifle Garfield County Steamboat Spgs Craig Hayden Moffat and Routt Counties Breckenridge Eagle Silverthorne Dillon Eagle and Summit Counties Service Fees Page 2 of 4 Town of Fraser Graduated Tap Fee Analysis Livable Square Water % of Sewer % of Footage Tap Fee Current Tap Fee Current < 1,000 s.f. $3,500 $2,500 1000 < 1,500 s.f. $5,250 $3,750 1500 < 2,000 s.f. $5,750 $4,250 2000 < 2,500 s.f. $6,250 $4,750 2500 < 3,000 s.f. $6,750 $5,250 3000 < 3,500 s.f. $7,250 $5,750 3500 < 4,000 s.f. $7,750 $6,250 4000 < 4,500 s.f. $8,250 $6,750 4500 < 5,000 s.f. $8,750 $7,250 5000 < 5,500 s.f. $9,250 $7,750 5500 > 5,500 s.f. $1 per s.f. for each s.f. over 5,500 for each fee plus <5,500 s.f. tap fees For Example: A 10,000 s.f. home's tap would would total $26,000 (9,250+7,750+4,500+4,500) ** Note - Breckenridge (location based), Steamboat Springs, & Carbondale (fixture based) have variable water & sewer rates Town of Fraser Water Rates and Tap Fee History * With usage charge of $1.50 per thousand gallons Water Water Sewer Sewer Fraser Firming Year Rates % Chnge Tap Fee Rates %Chnge Tap Fee Fee 1999 $ 2,000 $ 4,000 2000 $ 2,000 $ 4,000 2001 $ 46.05 - $ 6,000 $ 51.00 - $ 4,000 2002 $ 58.80 28% $ 6,000 $ 52.00 2% $ 4,000 2003 $ 61.50 5% $ 6,000 $ 52.50 1 % $ 4,500 2004 $ 75.00 22% $ 6,000 $ 78.00 49% $ 6,500 2005 $ 80.50 7% $ 6,500 $ 78.00 - $ 6,500 2006 $ 90.00 12% $ 6,700 $ 78.00 - $ 6,500 2007 $ 99.00 10% $ 6,900 $ 78.00 - $ 6,500 2008 $ 110.00 11% $ 7,500 $ 90.00 15% $ 7,300 2009 $ 115.00 5% $ 7,700 $ 105.00 17% $ 7,500 2010 $ 119.00 3% $ 7,700 $ 121.00 15% $ 7,500 2011 $ 115.00 -3% $ 7,700 $ 129.00 7% $ 7,500 2012 $ 115.00 - $ 7,700 $ 129.00 - $ 7,500 2013 $ 125.50 9% $ 7,700 $ 131.00 2% $ 7,500 2014 $ 135.50 8% $ 7,700 $ 141.00 8% $ 7,500 $ 14.12 2015 $ 145.50 7% $ 7,700 $ 131.00 -7% $ 7,500 * With usage charge of $1.50 per thousand gallons Fraser Fee Analysis 1-26-16.xlsx and Graduated Fee Concept Hi Fraser Staff and Board, Attached, please find the spreadsheet with the fee schedule I passed out at last week's meeting. PLEASE NOTE: Susan called each town and double checked this information and there were some minor corrections and the Kremmling information was also obtained. The changes did not change the analysis results. Additionally, a sheet is included that has a graduated tap fee concept for your consideration and discussion. This concept would encourage development of smaller less expensive homes by reducing the tap fees only. Service fees would stay the SAME. We also included a sheet with the historical tap fee structure since 1999 that was prepared by Town staff for ease of reference. We have also been working on rental housing concepts. The Town Code as currently written is a major impediment to development of rental housing. As an example, a 700 s.f. 1 bedroom, 1 bath apartment is required to pay the same tap fees as a 10,000 s.f. home in Rendezvous. We consider apartments commercial projects and believe the commercial rate could apply per building or alternatively the graduated tap fee concept with a further adjustment downward for a rental property might be a good approach to encouraging this sort of development. One last concept for consideration, we have heard concerns this fee structure would devastate the Town financially and result in less money being raised through the tap and service fees. We think basic economics do not support that notion and demand for affordably priced product whether it be for sale or rent exists to cause the attached concepts to yield more revenues to the town through both tap fees and service fees. In order to prove this to the Town, Byers Peak Properties is prepared to guarantee the combined water and sewer tap fee and service fee revenues for the Town will meet the three year's average of water and sewer tap fees and service fees collected by Fraser for the years 2013-2015 in exchange for providing these same services at the same rates as Fraser properties to Byers Peak Properties development which will be developed in the county. In the event we are wrong, Byers Peak Properties will make up the difference by purchasing additional water and sewer taps at the end of each year for the next five years. At which point, if it was not working as planned the Town could revisit its tap fee structure and adjust it accordingly. I appreciate your continued discussions and consideration of the ideas and studies we have been preparing regarding ways to encourage the private sector to address the housing needs of the Upper Fraser Valley. We think the Town of Fraser can be the leader in this regard and look forward to continuing our working relationship on this front. January 26, 2016 Mr. Jeff Durbin, Manager Town of Fraser 153 Fraser Avenue Fraser CO 80442-0370 EHLERS LEADERS IN PUBLIC FINANCE Re: Ehlers Proposal to Provide Water and Wastewater Utility Advisory Services to the Town of Fraser - DRAFT Dear Mr. Durbin: On behalf of Ehlers, we are pleased to present this proposal to provide water and wastewater utility advisory services to the Town of Fraser. We understand that utility rates, fees and charges ("fees", for short) have arisen as a topic of Town interest, in the context of the Town's business climate, equity in the application of such fees, as well as a fundamental fiscal question of whether fees are structured to provide revenues adequate to fund operations and anticipated capital investments, and to maintain appropriate reserves in each utility fund going forward. We understand that the Town has periodically reviewed and updated its utility fees, including in 2015. As a result, Ehlers' engagement would most likely begin with a review of utility financials and projections, and the key underlying assumptions — including the Town's anticipated utility capital investment requirements over the next 5 years. Ehlers also proposes to undertake a comprehensive analysis of the utility fees assessed by comparable communities within the region to provide context with respect to the question of whether the current fee structure is compatible with the business climate the Town wishes to foster. Finally, with this background analysis, Ehlers will identify and evaluate utility fee structure alternatives, potentially including a tiered approach, that we believe will position the Town to achieve its financial and policy objectives for the water and wastewater utility enterprises. Note that our objective in this area is to help the Town consider and implement realistic, incremental changes from the existing fee model, versus a wholesale restructuring of the current system. Ehlers conducts dozens of utility rate studies for municipalities, including many with seasonal and/or other unique usage characteristics, each year, and has developed a robust process for collecting and reviewing historical and forecast data, building client -specific utility rate and fund cashflow models, and building rate structure alternatives to meet the client's present and future needs in funding operating costs, capital infrastructure, and/or other priorities. Fee Proposal At Ehlers, we want our clients to feel that they receive more in value from our work than we receive in compensation, and we are always striving to find ways to keep overall advisory expenses down. For these utility rate engagements, because we do not yet know the full scope or intensity of our involvement with the Town, we cannot provide a precise fee estimate, and therefore propose to at least begin our work on an hourly fee basis. We estimate the total advisory fee for the work described above will be $12,500-$17,500. Our standard hourly fee schedule is as follows: Ehlers Proposal to the Town of Fraser, Colorado - DRAFT January 26, 2016 Page 2 Senior Municipal Advisor $230 / hour Municipal Advisor and $215 / hour Senior Financial Specialist Bruce Kimmel will invoice and document his time at Ehlers' senior municipal advisor rate, while Paul Wisor and Elizabeth Diaz will bill at the municipal advisor / senior financial specialist rate. Consulting time is billed in 15 -minute increments and we do not charge clients for mileage, meals, or other incidental business expenses except for messenger and overnight services. Bruce Kimmel may charge the Town for a portion of his airfare and other documented travel expenses, depending on cost proration with other clients in the region (i.e. due to work / meetings on the same trip) and subject to the Town's express consent. Ehlers Team Background and Experience Finally, we have extensive information that we would be happy to share with the Town on the advisors that we propose for Ehlers' Fraser team, as well as relevant project experience, client references, and our overall economic development and utility rate advisory service offerings. Rather than present that background information here, please let us know what material would be useful in your consideration of this proposal and we will provide it to you promptly. Thank you for the opportunity to present this proposal to the Town of Fraser. We would be honored to advise the Town and look forward to continuing our conversation with you. Respectfully submitted, Bruce Kimmel Senior Municipal Advisor/Vice President Paul Wisor Municipal Advisor 1981 1,2.57 Water, W'a5te ate, 1982 1,320 Average uM GP Flan 2 - modified 51 per sf after 1,500 sf 1983 1,075 size (F) S; Fee Fee 1984 1,332 Water Sewer 1985 1,087 Less than 1,000 3,500 2,50°0 1986 1,2.56 [gip to 1,500 5,250 3,7.50 1967 2,334 _994 1,216 2,0.54 Greaterthan 1,500 5,250 3,750 _992 1,584 add perf 1 1 1993 .5977 2,092 1994 :2,213 1995 5,149 1,832 Water Fee Sewer Fee Water Total Paid i, ante rater Tc)taI Paid 1996 11216 1,943 Actual GP Fee Actual GP Fee Actual PaidGPPlan ActuaI PaidGPPlan 1997 1,7.5.5 Avg Knit Avg Unit 1998 1,280 1,663 1999 1,216 1,727 2,0+0 4,000 2000 1,612 2,0OG 4,000 2001 7,691 1,533 6,444 4,000 2042 1,81.5 6,000 4,000 2003 2,095 6:000 4,500 2004 1,932 6,000 6,500 244.5 2,143 6,5CC 6,393 6,30,E 4,143 312,000 282,863 312,444 210,963 2446 2,243 6,700 6,493 6,500 4,243 502,500 443,762 487,500 335,262 2447 1,726 6,900 5,976 6,544 3,726 4891,9,00 388,811 461,500 283,811 2008 2,6.59 7,.544 6,949 7,300 4,6.59 60,000 .53,743 58,444 41,243 2449 2,987 7,744 7,237 7,500 4,987 15,444 13,473 15,0()4 10,473 2011 2,003 7,70D 6,253 7,500 4,003 53,940 40,272 .52,500 29,772 2012 2,422 7,100 6,672 7,.500 4,422 46, 240 37,029 45,, 444 26,029 2413 2,574 7,700 6,824 7,500 4,574 107,800 88,.533 105,000 67,533 2014 2,841 Since 2005 7,70E 7,491 7,500 4,841 107,800 1,695,500 92,274 1,440,760 105,000 1,641,900 71,274 1,073,260 Since 2009 38,5+00 34,076 37,5 0 22,826 331,100 271,582 322,SW 207,082 .89`. 61` 92`, 64` MEMO TO: Mayor Smith and the Board of Trustees FROM: Catherine E. Trotter, AICP, Town Planner DATE: January 28, 2016 SUBJECT: Request for Proposals (RFP) MATTER BEFORE BOARD: The Fraser Town Board budgeted funds in 2016 to hire a Planning Consulting Firm to help us update our Comprehensive Plan with a "downtown specific" focus. We anticipate the plan will highlight a vision for redevelopment and revitalization for downtown Fraser, encouraging infill and mixed use opportunities. We have prepared a draft RFP for your review. ACTION REQUESTED/EXECUTIVE SUMMARY: No action, discussion only. We are looking for your feedback on the draft RFP. BACKGROUND: The Comprehensive Plan for the Town of Fraser was last updated in 2010. To review the document click here: http://www.frasercolorado.com/Modules/ShowDocument.aspx?documentid=524 During the budget hearings, we discussed combining a comprehensive plan update with a downtown specific focus that integrates downtown revitalization. RECOMMENDATION: None. Looking for the Town Board's feedback on the RFP. Please contact me with questions/concerns. ctrotter(o)town.fraser.co.us Town of Fraser PO Box 370, Fraser, CO 80442 office 970-726-5491 fax 970-726-5518 www.frasercolorado.com REQUEST FOR PROPOSALS February 2016 PURPOSE: The Town of Fraser is seeking competitive proposals from qualified consultants or firms interested in carrying out a Comprehensive Plan Update with a "downtown specific" focus. Help us identify and prioritize our vision for redevelopment and revitalization for the Town of Fraser so we can be recognized as a place of opportunity. The Town desires to strengthen its identity and grow downtown Fraser into a vibrant and exciting business district, improve consumer and investor confidence and encourage commercial activity and investment in the Town. BACKGROUND: Fraser is a small mountain community centrally located within the Fraser Valley in Grand County, approximately 70 miles northwest of Denver. The Town of Fraser encompasses approximately 2,300 acres and is home to 1,200 year-round residents with huge seasonal population increases as a result of second home owners and transient workers employed in the tourism industry. The physical setting of Fraser is divided by the railroad, the Fraser River and US Highway 40. Berthoud Pass serves as the gateway into the Fraser Valley from the Front Range. The Town of Winter Park and the Winter Park Ski Resort are close neighbors and partners with the Town of Fraser. Grand County is a popular tourist and outdoor destination for visitors of all ages. Grand County boosts over 600 miles of hiking and biking trails throughout 1,869 square miles and is home to almost 15,000 residents. Grand County is overflowing with natural beauty and adventure, including Colorado's largest natural lake, Grand Lake, headwaters of the Colorado River and Rocky Mountain National Park. Fraser is at an elevation of 8,550 feet and was established in the early 1900's in anticipation of the arrival of the Moffat Tunnel. History tells fascinating tales of the struggle to move people and materials over the Continental Divide. Much of the character of Fraser comes from its strong-willed, independent, pioneering history! Fraser provides services, amenities and homes to the region's full-time residents, including the East Grand Fire Protection District, Fraser Valley Elementary School, Fraser Valley Library, Community Recreation Center and satellite EMS facility. Town of Fraser PO Box 370, Fraser, CO 80442 office 970-726-5491 fax 970-726-5518 www.frasercolorado.com Many people have relocated to Fraser for the recreational amenities that surround the Town, the quiet mountain beauty, proximity to Denver, and the relaxed, friendly and safe community atmosphere. Open space and recreation are important quality of life features. Fraser has experienced many changes since the 2010 Comprehensive Plan was adopted and will continue to change. As Bob Dylan so poignantly sang, "the times they are a-changin'." On November 3, 2015, Fraser voters approved an additional sales tax of 1 % which will provide revenues for public -transit, public multi -modal transportation improvements, public trails and capital projects. Recently, the Town of Fraser has partnered with the Town of Winter Park and the Chamber of Commerce to develop a strategic economic development plan to identify actionable near term opportunities for collaboration between the entities with the goal of improving our local economy. Soaring homes prices, a shift toward weekend vacation rentals and lots of undevelopable public land have created a housing crisis in Fraser, like many other rural -resort communities. We are trying to establish housing strategies and working force housing policies that will help provide opportunities for local employees to live in Town and help support the local Town character, sense of community and economy. Fraser is also working on a communitywide strategy to increase its sustainability and the development of a community and county wide strategy on Municipal Solid Waste diversion aimed at reducing the volume of materials headed to landfills. Our challenge is maintaining this small town and rural character, ensuring its sustainability and accommodating smart growth, economic vitality and fiscal stability. PROJECT BUDGET: The project budget has not been established. Interested consultants should provide a scope of work and a practical budget for undertaking this project. The consultant should identify ways that the community might use local resources to help minimize the expenses associated with project tasks. Town Staff, in-house GIS consultant, Planning Commissioners and a citizen task force of volunteers can also assist the consultant. PROJECT VISION & GOALS: The qualified consultant or firm would be retained to lead the community in the preparation and adoption of an update to the Comprehensive Plan with a downtown specific focus. The Town seeks a consultant that will guide the creation of a community vision, growth and development policies and implementation strategies. The final document shall provide framework and guidance for future planning and development decisions that, through public investment, private investment and public and private partnerships, will help to shape a truly exceptional downtown Fraser. The consultant must be skilled in helping our community agree on a vision for the redevelopment and revitalization of Fraser and the means to achieve it! Town of Fraser PO Box 370, Fraser, CO 80442 office 970-726-5491 fax 970-726-5518 www.frasercolorado.com SCOPE OF WORK: 1. Project Initiation — kick off meeting and scope refinement 2. Analyze, understand and review existing documents, plans, etc. 3. Community Engagement and Outreach — Public process (stakeholder interviews, public workshops, open houses, etc.). Please propose new and creative ways to engage our community! 4. Goal Setting and Visioning 5. Downtown Plan — to include the following at a minimum: Design standards for new construction in business district Streetscape & incorporation of public art Public spaces & gathering places Circulation and parking analysis and plan for all modes of transportation Fraser River opportunities Train depot opportunities Mitigate challenges of State highway and railroad bisecting the town Way finding signage Assessment of Town -owned properties 6. Overall management of the Comprehensive Plan process and preparation of all draft and final plan documents to include: Statement of community values Land use and development 3 mile plan Parks, open space and recreation Transportation Infrastructure Public safety Housing and affordability Economic development Sustainability Hazard Mitigation Implementation framework Downtown plan (see below) DELIVERABLE PRODUCTS: The consultant should provide 20 copies of the final Comprehensive Plan. All data and information that has been collected through the process shall be provided in digital and hard copies. All documents must be available in electronic format, text in MS Word and Adobe PDF. Town of Fraser PO Box 370, Fraser, CO 80442 office 970-726-5491 fax 970-726-5518 www.frasercolorado.com In addition, the Consultant shall deliver a presentation on the Comprehensive Plan to the Fraser Town Board and Planning Commission at a joint meeting. PRELIMINARY TIMETABLE: The Town anticipates approximately 12 months for completion of the Comprehensive Plan project with the following schedule: 1. Release of RFP — 2. Questions due — 3. RFP due — 4. Town may request firm/consultant interviews by 5. Consultant/Firm selection — 6. Refine Scope of Work and project cost with consultant by 7. Consultant contract approved by 8. Project completion by RESPONSE FORMAT: All submittals shall provide the following information for consideration: 1. Introductory Letter: The cover letter shall summarize your firm's background, resources, relevant experience and cost estimate for the total project. Also include the name, address, phone number, email address of the firm and the primary contact who will be involved in the execution of the scope of work. Provide a written description of your firm's intended approach to the project that demonstrates an understanding of the issues and tasks and the firm's ability to fulfill them. 2. Descriptions of Firm, Management and Team Members: Include descriptions of your organization and team. Also include a resume for each of the key team members. 3. Description of Subcontractors: Identify any portion of the scope of work that will be subcontracted. Include firm qualifications and key personnel, telephone number and contact person for all subcontractors. 4. Experience with Similar Projects: Include a brief description of at least three (3) previous projects performed that were similar in scope and complexity to this project. The information should include images or schematics of previous wayfinding design work. Include reference information for such projects. 5. Budget Proposal: Provide itemized costs for the elements listed in the Scope of Work, including travel expenses. Also include a fee schedule for supplemental charges for unforeseen work tasks. Town of Fraser PO Box 370, Fraser, CO 80442 office 970-726-5491 fax 970-726-5518 www.frasercolorado.com SUBMITTAL REQUIREMENTS: Submit one (1) original hard copy and an electronic copy of the proposal, along with three (3) color copies to the Catherine Trotter, Town of Fraser, 153 Fraser Avenue, PO Box 370, Fraser, Colorado 80442, no later than 5:00 p.m. SELECTION CRITERIA: All proposals will be reviewed and evaluated by the Town, based on the following factors: Understanding of the scope of work to be performed; Consultant's proposed methods and procedures; Qualifications of the firm and experience with past projects; References; and Budget Proposal. The Town reserves full discretion to determine the capability of respondents. Respondents will provide, in a timely manner, any and all information that the Town deems necessary to make such a decision. The proposals submitted, and any further information acquired will become and are to be considered, a part of the final, completed contract. The Town reserves the right to retain all proposals submitted and use any idea or concepts in a proposal regardless of whether that proposal is selected. The Town may elect not to pursue any of the proposals. FOR MORE INFORMATION: Any questions regarding this Request for Proposal should be directed to Catherine Trotter, Town Planner at 970-726-5491 x209 or ctrotter(a)town.fraser.co.us no later than five (5) business days prior to the deadline. Town of Fraser PO Box 370, Fraser, CO 80442 office 970-726-5491 fax 970-726-5518 www.frasercolorado.com Department of Public Dedicated to protecting and improving the health and environment of the people of Colorado November 12, 2015 Jeffrey Durbin Town of Fraser PO Box 370 Fraser, CO 80442 Dear Mr. Durbin: Congratulations! We are pleased to inform you that your Recycling Resources Economic Opportunity (RREO) grant application titled Grand County Public Outreach and Strategic Planning was recommended for approval by the Pollution Prevention Advisory Board. The Colorado Department of Public Health and Environment hereby awards you $31,815 to implement your proposed project. We are confident that your outstanding project will help achieve the goals of the RREO grant program by establishing partnerships and coordinating waste diversion programs in your region of Colorado. The department administers the RREO grant program and I will work with you in the coming weeks to develop a contract document. The contract will outline the terms and conditions of the grant and must be reviewed by your Financial Officer or other authorized official. The effective start date of the contract will be the date the State Controller signs the contract and we expect this to occur in mid-December 2015. Please note that any work done or purchases made prior to receiving notice of a fully executed contract will not be reimbursed. I will be in touch soon to discuss your proposed project work plan. We may have several email exchanges in the coming weeks as we negotiate the language in the work plan. If you have any questions, please contact me at 303-691-4955. Again, congratulations on your award. We look forward to working with you on this exciting project! Sincerely, Eric Heyboer Recycling Grant Program Administrator 4300 Cherry Creek Drive S., Denver, CO 80246-1530 P 303-692-2000 www.colorado.gov/cdphe John W. Hickenlooper, Governor I Larry Wolk, MD, MSPH, Executive Director and Chief Medical Officer STATEMENT OF WORK I. Entity Name: Town of Fraser, Colorado II. Project Description: This project serves to study Grand County's existing waste diversion activities, suggest ways to coordinate those activities to maximize economic efficiencies, and establish goals that will guide future efforts to minimize the amount of waste sent to the landfill. Specifically this study will include a waste audit, multiple community forums, and a regional survey. III. Work Plan: Goal: To optimize waste reduction and diversion efforts in Grand County. Objective: No later than the expiration date of this contract, the Contractor shall assess current conditions and gather information to determine how best to improve resource recovery programs in Grand County. Primary Activity #1 No Iater than February 8, 2016, the Contractor shall sub -contract a consulting firm who will conduct an overall inventory assessment of solid waste infrastructure in Grand County and summarize options for future materials management infrastructure and policy. Primary Activity #2 No later than March 30, 2016, the Contractor shall invite community input on how best to optimize waste reduction and diversion efforts in Grand County. Sub -Activities 1. No later than March 18, 2016, the Contractor shall conduct both a mailed and internet- based survey to identify existing attitudes and behaviors about recycling and will gather opinions on how to improve waste reduction programs in Grand County. 2. No later than March 25, 2016, the Contractor shall purchase and distribute reusable bags as a reward for mail -in survey participants and as an incentive to increase public forum attendance. 3. Between March 1 and March 31, 2016, the Contractor shall hold no less than three Task Force/public forums. 4. No later than March 31, 2016, the Contractor shall form a Waste Diversion Task Force composed of key stakeholders to assist with public outreach and support on-going implementation of this study. 5. Between September 1 and September 30, 2016, the Contractor shall hold no less than three Task Force/public forums. Primary Activity #3 No later than June 24, 2016, the Contractor shall oversee the completion of a waste audit to confirm the general composition of the solid waste stream. Sub -Activities No later than June 24, 2016, the Contractor shall draft a report summarizing the results of the waste audit. Primary Activity #4 No later than October 31, 2016, the Contractor shall produce a final report that includes an inventory and assessment of regional solid waste related infrastructure and feasible options for future materials management infrastructure and policy. Town of Fraser PO Box 370, Fraser, CO 80442 office 970-726-5491 fax 970-726-5518 www.frasercolorado.com version: Purchase Order Statement of Work for Services or Services with Goods I]acember 2015 Page 1 of 6 Sub -Activities 1. No later than September 30, 2016, the Contractor shall draft a final report. 2. By September 30, 2016, the Contractor shall conduct the final task force/public forum meeting. 3. No later than October 31, 2016, the Contractor shall host a Waste Diversion Task Force meeting to consider the report's findings and formulate an implementation plan. Standards and 1. The Contractor shall negotiate a contract with a consultant that conforms to the roles and Requirements responsibilities shown in this Work Plan. 2. The Contractor shall adhere to the following guidelines when conducting the waste audit: a. The American Society for Testing and Materials D-5231 standard, the California Integrated Waste Management Board's Uniform Waste Disposal Characterization Method, and the U.S Green Building Council's Leadership in Energy and Environmental Design Waste Management Policy & Waste Stream Audit requirements will be used as references when developing the waste audit's methodology. b. The Contractor shall coordinate with the Trash Company and Waste Management to identify no less than five samples of trash representing urban, rural, household, and business collection routes within the largest geographic area practicable. c. The Contractor shall conduct the trash audit(s) at the transfer station operated by the Trash Company. Each trash sample will weigh approximately 200 pounds and will be segregated into 30 material types. d. The Contractor shall conduct the recyclables audit on a single day at the Ace Hardware located in the Town of Granby where the Grand Resource and Recycle Coalition hosts a weekly recyclables collection event. The Contractor shall coordinate with Waste Management to ensure the recycling containers used to store recyclables from previous collection events remain full and are accessible on the day of the audit. Recyclables from past events and recyclables collected from participants on the day of the audit must be sorted. No less than 1200 pounds of recyclables will be segregated into four material types. 3. The Contractor shall use the past study, entitled "Town of Fraser Waste Management Study" (LBA, May 2015), to create and build upon the list of stakeholders, programs, policies and infrastructure needs in the study area. 4. The Contractor shall invite the general public, Grand County staff, staff from municipalities within Grand County, the Fraser Valley Chamber of Commerce, the Grand Resource and Recycle Coalition, local nonprofits, resort and recreational park representatives, haulers, recycIers and local businesses in all scheduled public forums. 5. The Contractor shall hold two public forums in Fraser Valley, two in the Granby area, and two in the Kremmling area. 6. The Contractor shall survey a maximum of 800 households and businesses within the Town of Fraser via mail and an internet-based survey tool. Reusable bags will be given only to those who complete the mail -in survey. The Contractor shall mail surveys to all addresses listed in the Town of Fraser's utility billing database. The Contractor shall use the internet-based survey tool only to collect input from residents of Grand County at - large. At minimum, the Contractor shall post a link to the survey on websites hosted by the following organizations: Towns of Fraser, Granby, Grand Lake, Winter Park, Hot Sulphur Springs, and Kremmling, Grand County, and the Grand Resource and Recycle Coalition. Additionally, the survey will be advertised in the Sky -Hi Daily News. The survey will gather: a. Input from homeowners, second homeowners/seasonal residents. and renters. version: Purchase Order Statement of Work for Services or Services with Goods P 2 Of b December 2015 age version: Purchase Order Statement of Work fnr services or services with Goods P 3 of 6 December 2015 b. Input from waste generators on what they need, want and will support. c. Input from elected officials on political limitations and opportunities. d.Input from property owners and managers on space and contracting limits. e. Input from industry on equipment and facility infrastructure limits and costs. 7. The Contractor shall have a facilitator present at each public forum to ensure discussions are targeted to address specific regional strategy components, opportunities for collaborating on infrastructure and policy changes, and potential partnerships. 8. The Contractor shall receive brief monthly updates via email and bi-weekly updates via phone from the hired consultant to track progress and identify delays. The Contractor shall notify CDPHE program staff via email within three business days if there is an anticipated delay that exceeds a scheduled completion date by more than two weeks. 9. The final report shall address the following: a. waste audit analysis that includes a 10 -year horizon for future solid waste generation and waste diversion potential b. results from the community survey and forums, including a discussion on all outreach performed to inform the public c. analysis of existing infrastructure d. analysis of future infrastructure and policy needs e. explanation of the region's collaborative efforts undertaken during the project and plans for future collaboration among stakeholders f. summary of the consultant's performance as a sub -contractor Expected Results of 1. The region will have a thorough understanding of the attitudes, knowledge, and Activities capacities of county residents and businesses in relation to recyclables and compostables. 2. The region will have an inventory of solid waste related infrastructure and a list of feasible options for future materials management infrastructure and policy. 3. The region will have a sound understanding of the materials in its solid waste stream. Measurement of Expected 1. The Contractor shall have compiled the feedback received during the community forums Results and from the community survey. 2. The Contractor shall have a list of actionable items to improve regional infrastructure. 3. The Contractor shall have completed a waste audit. Completion Date Deliverables 1. The Contractor shall submit via email to CDPHE program staff Last business day monthly updates on this project's overall progress toward fulfilling of the month, all project activities and sub -activities. beginning the month following the effective date of the contract 2. The Contractor shall submit via email to CDPHE program staff a No later than final report. October 31, 2016 version: Purchase Order Statement of Work fnr services or services with Goods P 3 of 6 December 2015 IV. Budget: Description Rate Per Hour Total Hours Award Amount Matching/In Kind Estimate Total Amount Personal Services Jeffrey Durbin, Town Manager $50 39 $1,950 $13950 Bektur Sakiev, Assistant Town Manager $50 91 $4,550 $4,550 Catherine Trotter, Town Planner $50 30 $1,500 $1,500 Susan Stone, Town Project Manager $50 22 $1,100 $1,100 Additional Volunteers for the audit $50 36 $1,800 $1,800 Sub -Total 218 $10,900 $10,900 Supplies/Operating Waste Audit Equipment and Supplies $800 $1,000 $1,80 Mailings via U.S. Post Office $78 $78 Reusable Bags, 970 ct. $5,820 $5,82 Sub -Total $7,400 $1,000 $8,400 Consultant Laurie Batchelder Adams, LBA Associates $24,415 $24,415 Total Project Cost: $31,815 $11,900 $43,715 Budget Narrative a. Waste audit equipment -$800 (sorting bins and tools; personal protective equipment) b. Survey mailing, 800 households and businesses — $780 c. Reusable bags, survey and public forum incentive, $6/unit, 970 units — $5,820 d. Consultant, LBA Associates ($125/hr. X 187 hours) — $23,375; and Additional labor for the waste audit ($65/hr. X 16 hours) — $1,040 V. Additional Provisions: To receive compensation under the Purchase Order, the Contractor shall submit a signed CDPHE Reimbursement Invoice Form. This form is accessible from the CDPHE internet website htty://www.colorado.gov/pacific/cdphe/standardized-ivnvoice-form-and-links and is incorporated and made part of this SOW by reference. CDPHE will provide technical assistance in accessing and completing the form. The CDPHE Reimbursement Invoice Form and Expenditure Details page must be submitted no later than forty-five (45) calendar days after the end of the billing period for which services were rendered. Expenditures shall be in accordance with the Statement of Work and Budget. The Contractor shall submit the invoice using one of the two methods listed below. The Contractor shall submit the following documentation with the completed CDPHE Reimbursement Invoice Form and Expenditure Details page; copies of invoices and proof of payment such as copies of cleared checks or credit card receipts. version: Purchase Order statement of Work for Services or Services with Goods Page 4 of 6 Mcember 2015 ag Scan the completed and signed CDPHE Reimbursement Invoice Form and supporting documentation into an electronic document. Email the scanned invoice, Expenditure Details page, and supporting documentation to: Eric Heyboer, Grant Program Administrator, eric.heyboer@state.co.us Mail the scanned invoice, Expenditure Details page, and supporting documentation to: Eric Heyboer, Grant Program Administrator Division of Environmental Health and Sustainability Colorado Department of Public Health and Environment DEHS-A2 4300 Cherry Creek Drive South Denver, Colorado 80246 Final billings under the Purchase Order must be received by the State within a reasonable time after the expiration or termination of the Purchase Order; but in any event no later than forty-five (45) calendar days from the effective expiration or termination date of the Purchase Order. Unless otherwise provided for in the Purchase Order, "Local Match", if any, shall be included on all invoices as required by funding source. The Contractor shall not use federal funds to satisfy federal cost sharing and matching requirements unless approved in writing by the appropriate federal agency. V1. Monitoring: CDPHE's monitoring of the purchase order for compliance with performance requirements will be conducted throughout the purchase order period by the Grant Program Administrator. Methods used will include a review of documentation determined by CDPHE to be reflective of performance to include progress reports, invoices, and site visit results. VII. Resolution of Non -Compliance: The Contractor will be notified in writing within 30 calendar days of discovery of a compliance issue. Within 30 calendar days of discovery, the Contractor and the State will collaborate, when appropriate, to determine the action(s) necessary to rectify the compliance issue and determine when the action(s) must be completed. The action(s) and time line for completion will be documented in writing and agreed to by both parties. If extenuating circumstances arise that requires an extension to the time line, the Contractor must email a request to the Grant Program Administrator and receive approval for a new due date. The State will oversee the completion/implementation of the action(s) to ensure time lines are met and the issue(s) is resolved. If the Contractor demonstrates inaction or disregard for the agreed upon compliance resolution plan, the State may exercise its rights under the Terms and Conditions of this Purchase Order. version: Purchase Order Statement of Work for Services or Services with Goods December 2015 Page 5 of 6 VIII. Attestation: The Vendor agrees to perform services in accordance with the terms and conditions of the Purchase Order to include Statement of Work and Budget. /. Z') -I& Date vetaion: Purchase Order Statement of Work for Services or Se icea with Goods December 2015 Page 6 of 6 Organization: Project Title: Street Address: Recycling Resources Economic Opportunity Fund Grant Program Regional Studies to Optimize Waste Diversion COVER SHEET AND SIGNATURE PAGE Attachment #I Town of Fraser Grand County Public Outreach and Strategic Planning 153 Fraser Avenue P.O. Box 370 City, State, Zip: Fraser, COLORADO 80442 E -Mail Address: jdurbin(a7town.fraser.co.us URL Address: www.frsercolorado.com Phone Number: 970-726-5492 Federal Tax Identification Number: 84-0574911 Legal Tax Status (check one): i For -Profit _ Nonprofit ✓Govt. _ School University By signing and submitting this application, the applicant agrees to operate the program as described in the Application for Funding and in accordance with the grant terms and assurances. The applicant agrees that the information provided in this application is, to the best of the applicant's knowledge and based on reasonable inquiry, true, accurate, and complete. The applicant understands that knowingly submitting any false information on this application could result in the project not being considered for funding or voiding any current or future contracts with the Department of Public Health & Environment. Print name of Authorized Official: Jeffrey L Durbin Signature of Authorized Official: Please print this page and sign in the box at right. Electronic signatures are also acceptable. Typed names are not allowed. Title: Town Manager Date: October 9, 2015 Protect Director or Primary Contact: Name: Jeffrey L Durbin Title: Town Manager Address: 153 Fraser Avenue P.O. Box 370, Fraser, CO 80442 Phone: 970-726-5491 (ext. 202) E -Mail: jdurbin@town.fraser.co.us Financial Officer: Name: Nathaniel Havens Title: Financial Manager Address: 153 Fraser Avenue P.O. Box 370, Fraser, CO 80442 Phone: 970-726-5491 (ext.206) E -Mail: nhavens@,town.fraser.co.us Total Amount of Funds Requested: $31,815 Total Matching/In-Kind Contributions: $11,900 Total Project Cost: $43,715 IV. A (2) Executive Summary Currently, residents and property owners in Fraser contract directly with waste haulers for trash and/or recycling collection. Some Grand County communities have access to recycling while others have limited options that are often spotty, inefficient and expensive. Additionally, most of the County shares Fraser's unique mix of full-time residents (about 15,000 in 2010) and tourists and recreationalists with only temporary or seasonal occupancy but can more than double the number of waste generators during high season. In addition, Grand County's geographic location is a challenge exacerbated by the closure of the Grand County Landfill. Today, the County's Municipal Solid Waste (MSW) is hauled to the Trash Company transfer station in Granby and subsequently transferred 100 miles to the Front Range (transfer/disposal rates are currently $113/ton in addition to curbside collection fees) - similarly, recyclables are aggregated at the transfer station and hauled to Denver (explaining the high cost of recycling as well). A local non-profit (Grand Recycles) operated a permanent facility with "free" recycling collections until 2008, when it closed due to insufficient volunteer participation. Currently, Grand Resources Recycling Coalition provides weekly single -stream collection at an outdoor drop site operated by volunteers at the Granby Country ACE Hardware - but this location is 15 miles away from Fraser and inconvenient for most generators. There have been various attempts to provide other recycling options in Fraser Valley. Despite the demand for convenient, accessible and affordable services, these have been inconsistent and largely ineffective. In 2005 and 2006, the Town of Fraser proposed significant changes to how solid waste was managed in the community. This was a collaborative effort with the Town of Winter Park but was unsuccessful in part due to failed management efforts in the Town of Grand Lake. In 2014 the Fraser Town Board of Trustees considered a tax on single purpose bags. In lieu of a piecemeal approach, however, the Town Board determined that an overall, comprehensive waste diversion plan was required. Based on these challenges, we believe that regional cooperation is the best way to identify and implement effective solutions. Specifically, we are convinced it is important for the local governments, non -profits and private service providers operating within Grand County to collaborate and form a regional stakeholder Task Force to participate in county -wide a regional strategy. To that end, the Town is pursuing regional waste diversion along with a Technical Energy Audit of the Town's properties and development of a town -wide sustainability strategy — collectively titled Sustainability Network Project. Despite the recent economic downturn, the Town is using its reserves to address deficits and fund the Sustainability Network project. Under the MSW diversion component of this project, the Town has already spent $5,000 to establish an industry baseline for the County, identify stakeholders, and educate the Fraser Board of Trustees. These pre-RREO tasks will be crucial support to the public process and strategy foreseen in the RREO project (for example, we determined that Grand County generates nearly 18,000 tpy of MSW, or the equivalent of 6.6 pounds/capita-day - of which only 14% is diverted). A large group of stakeholders including all local governments, GRRC, many vendors, the Winter Park Ski Area and Rocky Mountain National Park worked with the Town to generate this information. Several of these parties are excited to partner further on the RREO project (see their support letters in the appendix). The Town of Fraser does not directly manage solid waste, but believes that the time for change has come. Our residents, property owners, businesses and guests — as well as those throughout the County — are frustrated with current levels of service and the costs of those services. We believe that regional collaboration is vital to implementing the highest levels of service at the lowest cost, and that these services must prioritize waste diversion over disposal. While this has been a regional area of concern for several years, effective leadership has been lacking. We are respectfully requesting funding assistance which will enable the Town of Fraser to address local concerns while also providing county -wide leadership through an aggressive public outreach and strategic planning process. It is our hope that these efforts lead to regional collaboration and actionable waste diversion solutions. 2 IV. A (3) Pre -Awarded Risk Assessment Questionnaire APPLICATION PRE -AWARD RISK ASSESSMENT QUESTIONS Name of organization: Town of Fraser Name and title of person completing this form: Bektur Sakiev. Assistant Town Manager Amount of funding requested on this application: $31,815 1) Please provide your total operating budget for your entity. Expenditures across all General Fund and all like funds along with two En se Funds for 2015 is $8,693,953.00 2) Please provide the total number of grants you receive? (State, Federal, Private) $1.526.090 1. US40 Im ovements Project -- $1,394,458 funded by CDOT's RAMP Pro am. 2. Fraser River Enhancement Project — $146,000, of which $136,000 were allocated from Great Outdoors ColoradoGOCO Re ional Local vernemnt Grant and 10 000 from Grand Cour Conservation Trust Fund. 3. Fraser W WTP Inflow &Infiltration repair phase 11-- $112,032 funded by DOLA's Energy & Miniral impact Assistance Fund 4. Fraser Water Protection Planning project -- $5,000 funded under CDPHE's Source Water Assessment & Protection (SWAP) Program Programmatic Performance 3) Total dollar amount of CDPHE only grants that you receive?$5 000 - Source Water Assessment and Protection (SWAP) PProgam. 4) Has your organization administered programs similar to your current grant proposal? YES If so, please list and explain. - Fraser River Enhancement Project -- Constructing of a pedastrian b a over the Fraser River usin State funding and allocation from Grand Count' Conservation Trust Fund. - US40 Highway hp rovements Project — Administering 2.2 million -- including Federal and State funds -- worth of task to upgrade almost 1 mile of a highway from 2 to 4 lanes. - Fraser and Winter Park Police Dppartment -- Joint Fraser/Winter Park 12olice. doartment was established in 2005 and is a bright exam le of a coo tion between two munici alities that since then roved to be serving in the best interests of both municipalities. 5) How many years has your organization been in existence? 60 6) How many total FTE are there in your organization? 20 7) Have you previously met all deliverables of your grants on time and as described in your statement of work? Yes If not, please explain why you would unable to meet the deliverables. 8) Are you serving as a fiscal agent for another agency that will complete the actual work on the grant? ❑Yes ®No 9) Are you sub -awarding any portion of this contract to complete your deliverables? ®Yes ❑No 10) Has your organization had any significant changes in key personnel or accounting systems in the last year? (e.g. Controller, Executive Director, Accounting Manager, Program Manager, etc.)No Fiscal System 11) How many total FTE perform accounting functions within your organization? 2 12) When is your organization's fiscal year end? December 31 13) Does your organization receive an audit under the Single Audit Act/Uniform Administrative Requirements, 2 CFR 200, subpart F (Government Auditing Standards) rlYes NNo If es lease provide a co electronic referred of y2gr most recent audit re art. 14) Does your organization receive an annual financial statement audit under Generally Accepted Auditing Standards (GAAS) Yes nNo If Yes, Wease Drovide a co electronic referred of our most recent audit report. 15) Are your accounting records kept in accordance with GAAP? ®Yes ❑No 16) Does your accounting system allow you to segregate all assets, liabilities, revenue and expenditures by funding source, and the ability to produce a self -balancing report by each fund? ®Yes ❑No Please explain how you intend to account for all costs and revenues associated with each funding source Utilizing our Financial System's Activity Code cai3ability within the General Ledger and Accounts Payable subsytems. 17) Are accounting records supported by source documentation? If so, please provide examples of source documentation that is maintained and retained?. All data received in the accounts payable process - delivery+ documentation, invoices, statements and check images. 18) Do you have a cost allocation plan that spreads all common costs, such as phone, rent, utilities, etc. among all funding sources? ❑Yes ®No Please explain how you allocate your common costs. Common costs for this project would be considered a General Fund matchin expense. 19) Does your agency have a review process for all expenditures that will provide a certainty that all costs are reasonable, alIowable and allocated correctly to each funding source? ®Yes ❑No Please explain your current process for reviewing costs. All invoices are reviewed by the MWEgj2tatepro'ect mana er Finance Mara ger and Town Manager prior to disbursement of any funds. 20) Does your agency have sufficient internal controls in place to ensure that the accounting records are free from material misstatements? ®Yes ❑No. Please describe your organization's overall internal fiscal controls and structure The Town adheres to all controls as prescribed by our in endent auditors and as reccommended b— y GASB. 21) This contract will be a cost reimbursement basis. Does your agency have an adequate cash flow that will enable you to manage your finances between the time costs are incurred and reimbursed? ®Yes ❑No Please explain how you intend to cover costs prior to requesting the reimbursement. The General Fund has adequate resources to cover proms expenses on a reimbusement basis. 22) Does your entity have a time and effort reporting system in place to account for 100% of all employees time with a breakdown of the actual time spent on each funding project? ❑Yes ®No Please explain how you intend to document actual hours worked for each employee, by each funding source. Not applicable 23) Does your organization have employee fidelity bond/insurance coverage for all its employees that handle cash? ®Yes ❑No If so, what is the coverage amount? $150.00 24) Does your organization have an active oversight committee/board and are they provided financial reports and information on a regular basis? ®Yes []No lease Si to Below: xecutive Di (or authorized deligee) Signature 14VLAJO-��16 2,Ok5`- Financial Director Signature Date 4 IV. A (4) Experience/Qualifications Parties responsible for implementing the project: • Town Manager: Jeffrey Durbin • Assistant Town Manager: Bektur Sakiev • Town Planner: Catherine Trotter • Town Project Manager: Susan Stone • Consultant LBA Associates • Those involved in the Waste Diversion Task Force will be identified as a result of the presentation meetings with industry, public, private and non-profit stakeholders Town of Fraser Staff - Jeffrey Durbin, the Fraser Town Manager, and Bektur Sakiev, the Assistant Town Manager, will be directly involved in the RREO project management and implementation (resumes are attached in the appendix). Jeff Durbin has been Fraser's Town manager for 11 years now and has rich experience in managing various projects for the Town. He has established friendly and cooperative relationship with towns and private industry stakeholders of the County and beyond that will play major role in bringing them together for the project's public process. The project will certainly benefit from his knowledge of the region. Of note, Durbin managed the Town's 2005/2006, 2014 and 2015 waste diversion efforts. Bektur Sakiev is an intern Assistant Town Manager at the Town of Fraser through the award of a grant from the Colorado Department of Local Affairs (DOLA) Cathy Shipley's Best and Brightest Program. Bektur Sakiev has 5 years of experience in the non-profit sphere and government sector. He has been involved in conflict transformation projects, and has worked closely with public and mass media. Also, he is involved in other components (i.e. the Town's Technical Energy Audit and developing the Town's sustainability strategy) of the Sustainability Network project. Additional Town staff will be involved in the project. Catherine Trotter, the Town Planner; and Susan Stone, the Town Project Manager are expected to assist with the homeowner survey (Objective #1). Their skills will be applied to developing the survey format, and processing and interpreting its results. The Town Planner, having surveyed Fraser community in different projects, possesses particular skills for developing an effective surveying instrument that will ensure reasonable participation. The Town Project Manager communicates with Fraser home owners regularly and produces the Ice Box Newsletter (distributed quarterly). She will help develop the design of reusable shopping bags to be used as an incentive to participate in the survey. Both of them will contribute their time to the survey as well as coordinating the public process meetings and other logistics of the project. Consultant - While Town staff has extensive planning skills and the ability to allocate needed, they will sub -contract to LBA Associates to provide waste diversion -specific skills and conduct or lead several of the Work Plan tasks. LBA is a woman -owned business, dedicated to assisting local governments optimize their waste diversion programs, policies and partnerships with particular expertise with regional areas in rural Colorado. Laurie Batchelder Adams is the company's founder and president, and is a 25 -year veteran in the recycling arena (her resume is also included in the appendix). Planning Skills — As a Town Manager, Jeff Durbin's everyday work routine is closely related to planning. Every project, initiative and important changes in the community requires a good planning. Before becoming Fraser's Town manager in 2004, Jeff Durbin served in Plainfield, Illinois and Fraser, Colorado as a Community Development Director and his responsibilities included: managing Planning Department, developing comprehensive plans, planning for an arterial roadway, initiating and implementing of a downtown expansion. As a Preservation Planner at Michigan State Historic Preservation Office, he was in charge of developing statewide planning process to implement federal guidelines throughout the State of Michigan. Relative to solid waste planning and waste diversion specifically, LBA has completed numerous waste diversion plans for rural Colorado regions that consider a hub -and -spoke approach, equipment sharing, regional education strategies and over -arching diversion leadership. Examples include the five -county area served by the Southwest Colorado Council of Governments (a 2014/2015 RREO grant project), the Tri -County Region (Eagle, Garfield and Pitkin - 2010); and Chaffee, Lake and Routt Counties (2005-2014). It also developed the Wyoming Waste Diversion Plan (2013) as well as a recycling strategy for a four- county consortium spread between Idaho and Wyoming (2014). Together, the Town and LBA completed planning work for Fraser in 2006 and 2015, culminating this year in pre-RREO tasks that identified key demographics, the existing waste shed/waste flows/management system, total quantities and diversion, infrastructure and policy needs, and recommendations for an effective public process. Waste Audit Skills - Waste audits are important research to most planning projects. LBA has conducted or coordinated audits at the Archuleta, Chaffee, Eagle, Garfield, Lake, Montezuma, Milner, South Canyon and Pitkin County Landfills, as well as at DIA, the City/County of Denver Transfer Station (2010) and the Aspen Recycling Center (2015). Every LBA audit includes written procedural guidance, safety protocols, sorter training, equipment procurement, landfill/hauler coordination, sampling, sort oversight and data analysis. Collection/Processing Infrastructure Modeling/Cost-Estimate Skills - Determining feasibility in terms of capital and operating costs is also a key component of planning work. LBA has developed cost estimates for education programs, policy development and creation of regional collaboratives. The company has also developed user-friendly infrastructure cost models that facility owner/operators can use to "what if' alternative scenarios. Examples include recycling drop -sites for Routt County and SWCCOG, compost collections for Eagle Valley and dual/single-stream MRFs for the SWCCOG, State of Wyoming and Idaho/Wyoming consortium. These models considered equipment, labor, processing and hauling based on projected waste flows. Public Process Skills —Bektur Sakiev has been involved in various projects in past that required gaining publics support. As a Regional Liaison Officer at the Foundation for Tolerance International his duties included bringing private entrepreneurs, cross border communities and civil society together and develop recommendations on tackling cross border issues and inter -ethnic tensions. Part of his responsibilities in the U.S. Embassy was to gather local leaders, media outlets and community activists in order to educate them on and gain their support for the embassy's activates. A positive, all-inclusive public process is also critical to most planning efforts. These require presentation of clear baseline information and even-handed facilitation of multiple stakeholders that encourages participation and an "us" versus "them" attitude. The SWCCOG and Tri -County projects in particular included extensive public processes to ensure access to all regional stakeholders. It is worth noting that these processes often include a mix of small and large group meetings, as well as one-on-one conversations that extend throughout the project and provide an open flow of information and feedback. Policy Development — While physical infrastructure is often a focus of system improvement, the policies needed to make facilities sustainable are equally important. Policies require strategic thinking to creatively address obstacles or lack of incentives - as well as educating elected officials and a good public process. Jeff Durbin has experience of facilitating variety of policies and policy changes in Fraser. One of his main achievements in policy making is closer cooperation with Winter Park and establishment of joint police and building departments, and wastewater treatment plant. Well thought -through fiscal policy under his oversight ensured Fraser Town Hall's effective fiscal management that — despite facing two periods of significant revenue declines — established reserve funds, completed and provided for upgrades to all public facilities, provided for implementation of new programs, experienced productivity gains, and increased levels of service across all departments. LBA examples of effective policy development include the framework for spoke development (Routt County and Idaho/Wyoming), a regional waste diversion collaborative (SWCCOG) and the new City/County of Denver hauler licensing ordinance currently be developed. Personnel Commitment & Resources - The Town and LBA will implement the following tasks to achieve goal and objectives identified in the project Work Plan. List of project personnel, their roles for each task and their resource commitment are shown in the table below: 6 IV. A (5) Application Narrative Our efforts to improve service within the community will require collaboration with regional stakeholders. Fraser will use its own resources and the RREO grant award to 1) collect waste audit data to better inform quantities and projections considered in Town's early 2015 study; 2) bring together regional industry stakeholders for multijurisdictional and public-private partnership to consider diversion incentives and access, collaboration and program/policy improvements; 3) conduct an effective public process; and 4) develop a practical, effective and supported strategy for county -wide diversion over the next 10 years. Issues related to the Town's waste diversion will be tackled best if addressed as a part of joint regional strategy that brings effective and sustainable recycling to the under -served areas in Grand County. The project's main goal is to develop a regional waste diversion strategy based on public/industry input and buy -in. Specific activities will need to be identified to encourage industry stakeholders to agree on establishing the regional solid waste diversion model. Those activities will start locally and expand in scope with every phase of the project and include following tasks (see the Work Plan in the Attachment #3): Pre-RREO grant work (completed in early 2015 as an important foundation step to this project) - Fraser implemented a set of tasks prior to the grant award, using its own resources. The tasks established a draft industry baseline for the County, identified a preliminary list of stakeholders, educated Fraser's elected officials and began to build support for the public process/strategy foreseen in the project. As a part of pre-RREO activity, the Town and its Consultant: • Quantified total waste generation, disposal and diversion for the 2014 baseline year. • Identified challenges to broad, efficient, and cost-effective solid waste management. • Identified opportunities for addressing those challenges. • Prepared materials to support an aggressive public process and strategic planning project under the RREO grant The following steps of public outreach and strategic planning will be implemented using RREO grant. At this stage, the Town and Consultant will: Objective #1: Obtain Contractor and Verify Baseline Conditions - The Town expects to negotiate a subcontract for Consultant support as its first order of business. Fraser's procurement policy will support sole -sourcing this work to LBA without a competitive bidding process due to the estimated subcontract value, its long-standing relationship with LBA, and the Consultant's vast experience with rural, regional waste diversion strategies 7 Contractor Baseline Stakeholder Strategy Personnel Procurement Verifications Homeowner Meetings & Development Activities & Waste Survey Task Force & Audits Development Presentation Jeff Durbin, Town Manager 2 hours (in 0 hours 8 hours (in 16 hours 13 hours (in kine) kind) (in kind) kind) Bektur Sakiev, Assistant 0 hours 14 hours (in 28 hours 30 hours (in 19 hours (in Town Manager kind in kind kind) kind - Catherine Trotter, Town Planner; - Susan Stone, Town 6 hours (in 8 hours (in Project Manager; 0 hours 48 (in kind) 26 (in kind) kind) kind) - Additional (staff) volunteers for the waste audit. LBA Associates, 0 hours 65 hours 12 hours 38 hours 88 hours Consultant IV. A (5) Application Narrative Our efforts to improve service within the community will require collaboration with regional stakeholders. Fraser will use its own resources and the RREO grant award to 1) collect waste audit data to better inform quantities and projections considered in Town's early 2015 study; 2) bring together regional industry stakeholders for multijurisdictional and public-private partnership to consider diversion incentives and access, collaboration and program/policy improvements; 3) conduct an effective public process; and 4) develop a practical, effective and supported strategy for county -wide diversion over the next 10 years. Issues related to the Town's waste diversion will be tackled best if addressed as a part of joint regional strategy that brings effective and sustainable recycling to the under -served areas in Grand County. The project's main goal is to develop a regional waste diversion strategy based on public/industry input and buy -in. Specific activities will need to be identified to encourage industry stakeholders to agree on establishing the regional solid waste diversion model. Those activities will start locally and expand in scope with every phase of the project and include following tasks (see the Work Plan in the Attachment #3): Pre-RREO grant work (completed in early 2015 as an important foundation step to this project) - Fraser implemented a set of tasks prior to the grant award, using its own resources. The tasks established a draft industry baseline for the County, identified a preliminary list of stakeholders, educated Fraser's elected officials and began to build support for the public process/strategy foreseen in the project. As a part of pre-RREO activity, the Town and its Consultant: • Quantified total waste generation, disposal and diversion for the 2014 baseline year. • Identified challenges to broad, efficient, and cost-effective solid waste management. • Identified opportunities for addressing those challenges. • Prepared materials to support an aggressive public process and strategic planning project under the RREO grant The following steps of public outreach and strategic planning will be implemented using RREO grant. At this stage, the Town and Consultant will: Objective #1: Obtain Contractor and Verify Baseline Conditions - The Town expects to negotiate a subcontract for Consultant support as its first order of business. Fraser's procurement policy will support sole -sourcing this work to LBA without a competitive bidding process due to the estimated subcontract value, its long-standing relationship with LBA, and the Consultant's vast experience with rural, regional waste diversion strategies 7 Waste audit data will be pivotal to understanding current diversion opportunities and identifying future program options, and will include: • Full day trash sort at the Trash Company's transfer station in Granby. • One half-day single -stream recyclable sort at GRRC's drop -site in Granby. • Guidelines that address safety and sorting procedure. • Town of Fraser staff/volunteer sorting with training and coordination by LBA. • Projection of 10 -year waste generation and diversion quantities based on audit findings. The homeowner survey will include: • Targeting those homeowners who don't directly interact with the Town on utilities and services but are significant waste generators. • Developing an effective survey instrument. • Encourage survey completion through use of website and wide -spread promotions, distribution as door hangings and mailings. • Production of eye-catching, utilitarian reusable shopping bags with waste diversion messaging - used as an incentive for survey participation. Objective #2: Involve Key Stakeholders and Conduct an Effective Public Outreach Process - Activities to address this objective will include facilitated meetings for elected officials, industry stakeholders, government staff, non-profit organizations and the general public including residents (single-family and multi -family renters, homeowners and property managers/owners), businesses and individual citizens. The meetings will be conducted to produce substantive discussions around challenges and solutions, partnerships and implementation options that will be used as the basis for the strategic plan. A Waste Diversion Task Force will be developed that represents all sectors of the industry (public, private and non-profit). The Task Force will be leveraged for additional public outreach, partnership -building, review/input to the county -wide waste diversion strategy and for overall strategy support. To the extent feasible, we will coordinate public meetings with CDPHE during its development of a state integrated solid waste and materials management plan. Objective #3: Develop a Practical, Implementable Regional Waste Diversion Strategy -These activities will use the baseline/projected data and public process input to identify program, infrastructure and policy goals to serve Grand County over the next 10 years. These goals are expected to address diversion potential through increased recycling and organics recovery, economic benefits and incentives and regional collaboration. The written strategy will: • Evaluating the most feasible policy, program and infrastructure options identified by stakeholders - options may include a new collection spoke/mini processing hub with directly transfer to the Front Range in the southern part of the County, increased access and incentives elsewhere in the County, a regional outreach campaign extending from the Winter Park Ski Area to Rocky Mountain National Park, collaboration on special waste management and problem solving around the long-haul/high cost of collection. • Include an implementation schedule with phased tasks, defined roles and responsibilities for specific parties. • Ideally be widely supported by public, private and non-profit organizations. • Will be reviewed and vetted by the Waste Diversion Task Force before being finalized. • Be presented in its final form to the Waste Diversion Task Force and other stakeholders. IV. A (6) Work Plan Recycling Resources Economic Opportunity Fund Grant Program Regional Studies to Optimize Waste Diversion Attachment #3 WORK PLAN TABLE Goal #1: Develop an Effective Regional Waste Diversion Strategy Based for Grand County Objective #1: Obtain Contractor & Verify Baseline Conditions (Town Manage, Asst. Town Manager, Contractor, Volunteers) Primary Activity #1 Establish Contractor (Town Manager/Asst. Town Manager) Sub -Activities #1 1. Establish contract with Contractor for the project (Town Manager, Asst. Town Manager) Primary Activity #2 Verify Stakeholders and Establish Baseline Conditions (Contractor) Sub -Activities #2 1. Verify stakeholders, programs, policies and infrastructure identified in early 2015 study Primary Activity #3 Conduct Audits of Trash & Recyclable Samples (Asst. Town Manager, Contractor, Volunteers) 1. Develop simple sort guideline that establishes safety and sorting procedure (Contractor) 2. Coordinate trash sort (expected to be conducted at the Trash Company's Sub -Activities #3 transfer station in Granby) and recyclables sort (expected to be conducted in tandem with the GRRC collection day at Ace Hardware in Granby) (Asst. Town Manager, Contractor) 3. Train Town staff and volunteer sorters (Contractor) 4. Use sort findings to educate stakeholders about what is in the MSW stream and what the potential is for future diversion (Contractor) Primary Activity #4 Conduct Renter/Second Homeowner Surveys (Asst. Town Manager, Town Planner, Town Project Manager, Contractor) 1. Develop survey instrument (Asst. Town Manager, Town Planner, Contractor) 2. Design re -useable bag graphics and coordinate production (Asst. Town Sub -Activities #4 Manager, Town Project Manager) 2. Conduct survey of renters and second home -owners by mail (Asst. Town Manager, Town Project Manager, Contractor) 3. Purchase and give reusable bags as a reward for completed surveys (Town Project Manager) 1. Negotiate Contractor contract that conforms to the roles and responsibilities in this Work Plan and grant application (Town Manager) 2. Update stakeholders/current MSW management activities as needed (Asst. Town Manager/ Contractor) Standards and 3. Conduct a waste audit that sorts representative samples of disposed MSW and Requirements recycled single -stream in Grand County (Asst. Town Manager/ Contractor / Volunteers) 4. Complete waste projections for a 10 -year planning period that reasonably reflect the County's MSW generation and diversion potential (LBA) 5. Survey up to 600 Fraser households (Asst. Town Manager/Town Planner/Town Project Manager) 10 1. Finale Contractor contract Expected Results of 2. Expanded list of stakeholders, programs, policies and facilities Activity(s) 3. Trash and single -stream recyclables composition data and 10 -year projections 4. Input from homeowners on diversion needs and willingness to participate Measurement of 1. Clear baseline of existing MSW management and stakeholders Expected Results 2. Useful waste composition data and 10 -year projections 3. Survey data to inform public meeting process Objective #2: Involve Key Stakeholders and Conduct an Effective Public Outreach Process (Town Manager, Asst. Town Manager, Contractor) Primary Activity #1 Build Awareness/Provide Insight on Issues/Obstacles (Asst. Town Manager, Contractor) 1. Conduct up to 6 meetings with presentation and discussions for public, private, non-profit and citizens (Town Manager, Asst. Town Manager, Contractor) Sub -Activities #1 2. Identify potential public/private/non-profit partnerships (Asst. Town Manager, Contractor) 3. Form Waste Diversion Task Force of key stakeholders to help maintain public outreach/support on-going implementation (may be 1 of 6 meetings) (Asst. Town Manager, Contractor) 1. All meetings will include professional presentation materials Standards and 2. All meetings will be facilitated discussions targeted to answer specific regional Requirements strategy components, opportunities for collaborating on infrastructure and policy changes, and potential partnerships 3. Meeting outcomes will be the basis for strategy development 1. Input from waste generators on what they need, want and will support Expected Results of 2. Input from elected officials on political limitations and opportunities Activity(s) 3. Input from property owners/managers on space and contracting limits 4. Input from industry on equipment/facility infrastructure limits and other costs 5. Clear picture of feasibility - what will and won't be economically sustainable 1. Reasonable input from representative cross-section of stakeholders - survey Measurement of responses, meeting attendance and responses will be quantified where possible Expected Results 2. Well -facilitated dialogue with range of potential waste diversion improvements that all parties are willing to consider 3. Positive reaction from participants for process, information and outcomes 4. Quantifiable goals for county -wide waste diversion strategy Objective #3: Develop a Practical, Implementable Regional Waste Diversion Strategy (Town Manager, Asst. Town Manager, Contractor) Primary Activity #1 Draft Written Strategy (Contractor) 1. Clarify goals and objectives identified in public process (Town Manager, Asst. Town Manager, Contractor) Sub -Activities #1 2. Analyze most feasible policy, program and infrastructure options as well as possible need for additional resources (Contactor) 3. Model/develop cost estimate for infrastructure options as appropriate (Contractor) 10 11 4. Evaluate policy and program changes ( Contractor) 5. Establish specific actions items, responsible parties and implementation (Town Manager, Asst. Town Manager, Contractor) Primary Activity #2 Review and Finalize Strategy (Town Manager, Asst. Town Manager, Contractor) 1. Waste Diversion Task Force meeting to review draft strategy (Town Manager, Sub -Activities #2 Asst. Town Manager/ Contractor) 2. Finalize strategy (Town Manager, Asst. Town Manager, Contractor) Standards and 1. Strategy will be professionally developed and presented Requirements 2. Task Force and Town input will be basis for finalizing strategy Expected Results of Activity(s) 1. Clear, concise and targeted strategy with clear roles and responsibilities, estimated diversion levels, costs and guidance for implementation 2. Active involvement of Waste Diversion Task Force 1. Completion of final, written strategy Measurement of 2. Adoption and/or implementation of strategy components - may not be Expected Results measurable by the end of the Fiscal Year 2016 grant period 2. On-going dialogue and collaboration between regional partners and public - may not be measurable by the end of the Fiscal Year 2016 grant period Completion Date Deliverables Establish contractor contract December 15, 2015 Verify stakeholders/ baseline conditions January 30, 2016 Conduct trash/recyclable audits April 15, 2016 Complete renter/second homeowner survey and March 15, 2016 provide re -useable bags Mid-term report April 15, 2016 Conduct stakeholder meetings June -August, 2016 Draft strategic plan September 15, 2016 Waste Diversion Task Force meeting September 30, 2016 Finalize & present plan October 30, 2016 11 IV. A (7) Budget Recycling Resources Economic Opportunity Fund Grant Program Regional Studies to Optimize Waste Diversion Attachment #4 LINE ITEM BUDGET Description Rate Per Hour Total Hours Grant Funds Requested Matching/In Kind Estimate Total Amount Personal Services Jeffrey Durbin, Town Manager $50 39 $1,950 $1,950 Bektur Sakiev, Assistant Town Manager $50 91 $4,550 $4,550 Catherine Trotter, Town Planner $50 30 $1,500 $1,500 Susan Stone, Town Project Manager $50 22 $1,100 $1,100 Additional3 Volunteers for the audit $50 36 $1,800 $1,800 Sub -Total 218 $10,900 $10,900 Supplies/Operating 187 Sort Equipment (sort bins, tools and protective ear $800 $1,000 $1800 Mailing via U.S. Post Office (surveying) $600 $600 Reusable bags (incentives for survey) $6,000 $6,000 Sub -Total $7,400 $1,000 $8,400 Consultant Laurie Batchelder Adams, LBA Associates $125 187 $23,375 $23,375 Additional rofessional labor for the waste audit, LBA Associate $65 16 $1,040 $1,040 Sub -Total 1 203 $24,415 1 $24,415 Total Project Cost: $31,815 $11,900 $43,715 The total cost of the proposed project is $43,715, of which 27% ($11,900) is in-kind contribution. The resulting grant request is $31,815, which includes: LBA Associates: Consultant LBA Associates ($125/hr. X 187 hours) — $23,375; and Additional labor for the audit ($65/hr. X 16 hours) — $1,040 Waste audit equipment -$800 (sorting bins and tools; protective gear (safety goggles, hard hats, gloves & tyvek suits); Assumes use of Pitkin County sort scale at no charge.) Reusable bags for survey incentives ($6/unit X 1000 units) — $3,600 (bags made of recycled materials and ordered from promotional product distributors, with preference given to local ones) Survey mailing ($1/household X 600 households) — $600 In -Kind and matching contribution: The Town of Fraser staff labor contribution (all full-time salaried) is estimated at $10,900 (based on at least 218 working hours at $50 per hour flat rate, including fringe benefits). While the Town approximated 218 working hours to implement the project, the real amount of working hours may be higher if more or extended meetings are needed. Other Town's in-kind contribution includes six 8feet tables and a tent for the waste audit — which is estimated at $1000 — (based on the rates that Pitkin County recently paid for similar services). Additionally, the Consultant is willing to complete this work at discounted 2014 rates and donate all travel expenses. Fraser is committed to 2015 sustainability projects of its own. However, without additional funding it is unlikely for the Town to dedicate its resources to cover Fraser Valley and whole Grand County and will have to focus primarily on Fraser concerns. 12 Jeffrey L. Durbin ICMA Credentialed Manager Fraser, Colorado Town Manager PO Box 1311 Fraser, CO 80442 altitude8550@comcast.net 970-531-1240 2004 -current A dedicated, creative, innovation oriented manager who believes in the spirit of public service and embraces change and opportunity. Under my leadership Fraser has confronted challenge and experienced great strides in improved levels of service, efficiency, accountability, and integrity. Establishing positive relationships throughout the community, a good sense of humor, and an approachable honest style are important components of my management style. I set high expectations, but find realistic ways to achieve success. • Responsible for direct management of Administration, Finance, Planning, Public Works (streets, water, wastewater collections, open space, and facilities), Wastewater Treatment Plant, Joint Police Department (including municipal court and animal control) and Building Department. • Prepare and manage the Municipal Budget that includes General Fund, Water Fund, Wastewater Fund, Joint Facilities Fund, Capital Equipment Replacement Fund, Capital Asset Fund, Debt Service Fund, and the Fraser River Enhancement Fund. Established an effective financial management program for the organization based upon a high degree of transparency, efficiency, and accountability. • Despite facing two periods of significant revenue declines, effective fiscal management facilitated establishment of reserve funds, completed and provided for upgrades to all public facilities, provided for implementation of new programs, experienced productivity gains, and increased levels of service across all departments. • Implemented a Street/Pavement Management Program and developed multi-year Capital Improvement Plans and funding plans for all streets, water systems, wastewater collections systems, and the wastewater treatment plant. • Brought over $3,250,000 in grant revenues into the community. • Implemented emergency preparedness planning and training and successfully managed severe flooding and high water conditions along with a significant wildfire immediately west of the community. • Established the Fraser Winter Park Police Department, prior to which the community relied on the County Sheriff for law enforcement services. • Dissolved Fraser Sanitation District and incorporated those operations with the Town of Fraser to provide for more efficient and effective service to our residents and customers. The community had been struggling with this matter for almost 20 years. • Led the community in discussions and negotiations regarding the Denver Water Board and Northern Water Conservancy District Firming Projects. These projects will result in the additional diversions of water from the Fraser Valley to the Front Range (Denver). These projects will shape the future of the Front Range and the Fraser Valley. • Implemented a wide variety of Intergovernmental Agreements to provide more cost effective services, with entities including the East Grand Fire Protection District, the East Grand School Jeffrey L. Durbin District, the Fraser Valley Recreation District, the Town of Winter Park, the Town of Granby, Grand County, and others. • Establishment of a new animal control program, implementation of local medical marijuana regulations pursuant to an amendment to the Colorado Constitution, and a trademark battle with International Falls, MN were among the most unusual professional challenges. • The most unique effort, and one I'm most proud of, was a two year cooperative study with the Town of Winter Park to consider the consolidation of our two communities. Fraser, Colorado Community Development Director 2000-2003 In 2000, the Town of Fraser was just embarking into the world of significant development. Until that time, annual construction activity was minimal. My role was to prepare the community for dramatic change and to implement systems and procedures that could add capacity and increase effectiveness. • Prepared a new Comprehensive Plan for the community (the last such effort was over 20 years prior). Implemented a geographic information system and a complete overhaul of the Town's development codes and administrative procedures. • Established new administrative procedures to provide for consistent and clear expectations. • Responsible for Planning Department and management of contractual relationships with Grand County Building Department and Town Engineer. Plainfield, Illinois Community Development Director 1994-2000 Responsible for all departmental operations during a time when the community grew from 4,000 residents to well over 15,000. Departmental divisions included building, planning, zoning, and code enforcement. • Overhauled the Zoning Code and Development Review Processes (including implementation of fiscal impact analyses and design review). • Prepared Comprehensive Plan and development evaluation process that received Urban Innovation Award. • Established inter -jurisdictional planning and implementation agreements for a new arterial roadway necessary to serve future development within ten different jurisdictions. • Implemented Village Board vision for a Clean Community Initiative with community cleanups, a new code enforcement program, and enforcement of development agreements. • Initiated and implemented efforts to expand the downtown into undeveloped areas along with areas requiring redevelopment. This effort included a national urban design competition and establishment of a Main Street Program. Received the employee of the year award for my success in negotiating an agreement with the United States Postal Service to construct a new Post Office in the downtown expansion area as an anchor, and also negotiated the dedication of a new Village Hall site with a developer within the project area. Page 2 of 4 Jeffrey L. Durbin State of Michigan, State Historic Preservation Office Preservation Planner 1992-1994 Worked with local governments to establish local historic preservation programs, helped find ways to maintain local landmarks, and resolved other related local matters. Developed statewide goals and programs that would support historic properties and resources at all public and private levels. • Developed statewide planning process to implement federal guidelines throughout the State of Michigan. • Prepared Michigan Comprehensive Historic Preservation Plan. • Managed public participation programs. • Prepared the organization for State Program Review as required by National Park Service rules. Danckaert & Associates Design/Drafting 1989-1992 Responsible for individual and team design duties, along with preparation of construction documents and shop drawings. Managed permitting with the appropriate local jurisdictions and construction administration on a variety of projects. L Gale Abels and Associates Design/Drafting 1987-1989 Responsible for individual and team design duties, along with preparation of construction documents and shop drawings. Managed permitting and code compliance with the appropriate local jurisdictions. Page 3 of 4 Jeffrey L. Durbin Michigan State University Masters of Urban and Regional Planning 1994 Significant Accomplishments Included: Old Town Lansing Design services for a Revitalization project in a North Lansing National Historic District. Deray Neighborhood Worked with development corporation on redevelopment and revitalization of a southwest Detroit neighborhood. Greater Lansing Global Village Housing Development Authority Prepared market analysis and feasibility study for an affordable housing project in Lansing, MI. St Louis Marketplace Assisted community with development project evaluations. University of Colorado Bachelor of Environmental Design Significant Accomplishments Included: 1989 Navajo Housing Project Worked with the Navajo Reservation to design, fund, and construct prototype affordable housing for the Navajo Nation consistent with traditional culture and vernacular housing. Julesburg Organic Chicken Farm Redevelopment Project Worked for the Colorado Economic Development Department on a feasibility analysis and programmatic design to redevelop an abandoned sugar factory in Julesburg, Colorado, into an organic chicken farm to initiate community re -investment and job creation. Colorado Recycling Program Program development and collection operations. References available upon request Page 4 of 4 BEKTUR SAKIEV Town Hall, Fraser, Colorado Mail: P.O. Box 370, Fraser, CO 80442 Location: 153 Fraser Ave, Fraser, CO 80442 970-726-5491 (office) 970-726-5518 (fax) 970-396-1132 (cell) I bsakiev@town.fraser.co.us EDUCATION University of Colorado -Denver Expected M.A. in Political Science; Program on Politics and Public Policy Summer 2015 American University — Central Asia, Bishkek, Kyrgyz Republic June 2008 B.A. in International and Comparative Politics EMPLOYMENT Assistant Town Manager 2015 (current) Town of Fraser, Colorado Teaching Assistant 2014 (spring/fall) Department of Political Science University of Colorado -Denver • Course: Introduction to Comparative Politics Information Assistant 2011-2013 Public Affairs Section United States Embassy in the Kyrgyz Republic • Monitor political and media activity, research, reports • Facilitate embassy programs on political, social, and cultural exchanges Program Officer 2009-2011 Program on Political Parties National Democratic Institute (NDI) office in Bishkek, Kyrgyz Republic • Conducted seminars and trainings for political parties • Researched and monitored party activity and elections Regional Liaison Officer 2008-2009 Foundation for Tolerance International (FTI), Bishkek, Kyrgyz Republic Global Partnership for the Prevention of Armed Conflicts (GPPAC) • Coordinated GPPAC activities throughout Central Asian region • Conducted seminars on peace building and civil society, research, data gathering • Organized summer camp for students of cross-border areas in Central Asia Sakiev Resume, 1 PUBLICATION "Land and Water Management Patterns in Ferghana Valley," Vater Resources Management in Central Asia: Regional and International Issues at Stake, CIDOB-Barcelona Institute of International Affairs, No 25, November 2009: 77-91. (Available at: http://www.cidob.org/en/content/download/22811/254352/file/doc asia 25.pdf) CONFERENCES AND PROFESSIONAL DEVELOPMENT Facilitator 2010-2011 Inter -parliamentary cooperation visits to Germany, Lithuania, Poland, and Czech Republic 9 Led a group of political party representatives from Kyrgyz Republic Paper presentation January 2009 "Water Management in Central Asia: Local and International Perspectives" Barcelona Institute of International Affairs, Barcelona, Spain Paper presented: "Land and Water Management Patterns in Ferghana Valley" Participant October 2008 Training/ conference for Regional Liaison Officers (RLO) Soesterberg, Netherlands Workshops on planning network capacity ADDITIONAL WORK EXPERIENCE Event Assistant August 2008 Media Center for the Shanghai Cooperation Organization (SCO) Bishkek, Kyrgyz Republic • Translated and conducted explanatory work on summit agreements Translator Aug -Sept. 2007 AKIpress News Agency, Bishkek, Kyrgyz Republic • Translated news content from Russian into English Intern Feb -Apr. 2007 Government Agency for Regional Issues, Bishkek, Kyrgyz Republic Researched and analyzed documents on usage of water resources and state border delineation in Central Asian region LANGUAGES Kyrgyz (native proficiency) Russian (native proficiency) Sakiev Resume, 2 CATHERINE ELIZABETH TROTTER, AICP P.O. Box 2012 Winter Park, CO. 80482 Cell phone 970-531-0090 PROFESSIONAL EXPERIENCE: Town Planner, Town of Fraser, Fraser, CO. Feb. 1995 - Sept. 1999, Sept. 2004 - present • Comprehensive knowledge of planning techniques utilized in a resort community with large seasonal population fluctuations. • Responsible for zoning code, subdivision regulation, and land use administration, interpretation, enforcement and amendments. • Coordinate, review and process development proposals and applications. • Assist and inform the public about the municipal planning and development review process. • Grant application preparation and administration. • Prepare and present technical and administrative reports and staff recommendations to various boards. • Ability to work effectively with elected and appointed officials, public and private agencies, citizens groups, and developers. • Capable of managing multiple projects in a dynamic political environment. Planner/Office Manager, Yaklich & Associates, Tabernash, CO. Sept. 1999 - Sept 2001, Aug. 2002- Aug. 2004 • Responsible for managing the operations of a real estate office, including Accounts Payable and Receivable and Payroll. • Coordinated and processed subdivision applications at the county level for real estate broker/land developer. • Processed quarterly billing and performed administrative duties for the Tabernash Meadows Water & Sanitation District. Land Use Planner, Solvista Golf & Ski Ranch, Granby, CO. Sept. 2001 - May 2002 • Coordinated and prepared development/land use proposals and applications for golf and ski ranch resort. • Working knowledge of county regulations and codes. • Ability to work effectively with government officials, community organizations and consultants. Accounts Payable Clerk & Accessory Buyer, B. Jammin' Inc., Winter Park, CO. Oct. 1993 - June 1994 • Provided technical, administrative and sales support for the operation and maintenance of eight retail stores. • Responsible for Accounts Payable & purchasing of accessories for all stores. Community Development Intern, Town of Estes Park, Estes Park, CO. May - Sept. 1993 • Assisted with a variety of projects, targeting future growth and development strategies. • Attended public workshops and meetings. Coastal Waterbird Researcher, Massachusetts Audubon Society, Cape Cod, MA. Mar. - Sept. 1992 • Protected, monitored, and managed the nesting areas of threatened and endangered coastal waterbirds. • Researched and recorded breeding success. • Formulated and implemented management recommendations to enhance these seasonal nesting areas. • Worked in conjunction with local landowners, town governments, agencies, and the public. Office Manager, Diversified Contracting, Boston, MA. Oct. 1990 - Dec. 1991 • Responsible for all aspects of managing a construction business. • Accounts Payable and Receivable, Payroll, Job Costing, General Ledger, Marketing. • Converted the company from a manual to a computerized accounting system. Assistant Planner, Boston Redevelopment Authority (BRA), Boston, MA. Jan. - May 1990 • Collaborated with planners in the Neighborhood Housing & Development Department. • Generated database which depicted status of BRA housing projects from 1984 to 1990. Conducted research on existing elderly housing in Boston. Familiar with many aspects of neighborhood and housing development. Land Use Planner, University of Massachusetts, Amherst, MA. Summer 1987 • Gathered data via survey instrument from visitors at Quabbin Reservoir. • Analyzed the data regarding land use for recreational and wildlife activities. EDUCATION: Boston University, Boston, MA. Master of Science, September 1990 Major: Urban Planning Awards: Urban Planning Graduate Assistantship PROFESSIONAL AFFILIATIONS: American Institute of Certified Planners, AICP American Planning Association (APA) APA Colorado University of Massachusetts, Amherst, MA. Bachelor of Science, May 1987 Major: Zoology/Pre-Med Awards: Edna Bailey Sussman Scholarship Susan Stone 1164 Ulysses Street Golden, CO 80401 970-531-1952 Education University of Texas at Austin Bachelor of Science in Architectural Studies 1982 Expertise Project Management and Construction Administration Code Compliance Specialist for ADA (Handicap Accessibility) Supervision of Employees in Retail Setting Visitor Center Management — including website design and maintenance Public Works Administration and Project Management Work Town of Fraser Experience 1996-2015 Public Works Administrator and Project Manager 2004-2015 Visitor Center Coordinator 1996-2004 Fraser, Colorado Winter Park Ski Resort 1994-1996 Manager of Lost and Found Winter Park, Colorado TX. Dept. of Mental Health & Mental Retardation, Maint. & Const. 1990-1993 Construction Administrator Austin, Texas State of TX. Gen. Svc. Commission Elimination of Architectural Barriers Section 1989-1990 Architect Assistant Austin, Texas Austin Independent School District Construction Management Division 1984-1989 Project Manager Austin, Texas 0 04 LAURIE BATCHELDER ADAMS EDUCATION Solid Waste Association of North America - Recycling Manager Certification - 1998 University of Denver - MEPM, Environmental Policy and Management - 1996 University of Vermont - MS, Civil Engineering - 1987 University of Vermont - BS, Medical Technology - 1981 PROFESSIONAL HISTORY LBA Associates, Inc., President - 1996 thru 1999, 2002 to present HDR Engineering, Inc., Environmental Resource Department Manager - 1999 thru 2002 Woodward -Clyde Consultants, Inc., Senior Project Engineer - 1990 thru 1996 The Johnson Company, Inc., Project Engineer - 1988 thru 1990 DuBois & King, Inc., Design Engineer - 1987 thru 1988 REPRESENTATIVE EXPERIENCE Integrated Solid Waste System Planning • Southwest Colorado Recycling Study for Southwest CO Council of Governments (on-going) • Waste Diversion Guidance for United Nations Environmental Programme Small Island Developing States - as part of sustainability work on tourist destination islands (on-going) • Routt County, CO Recycling Study - three -county infrastructure feasibility analysis • Western Greater Yellowstone Consortium Recycling Study - regional concept and cost -estimating study for three Idaho and one Wyoming counties focusing on MRF analysis • City of Boulder Zero Waste Evaluation Study - with Kessler Consulting • Guam Zero Waste Plan - with Matrix Design Services • Wyoming Statewide Recycling Plan - MSW, C&D, oil & gas waste stream diversion • Town of Vail - ski resort/commercial waste audits & diversion policy evaluation • Boulder County C&D study - waste projection estimates, diversion opportunities, preliminary market opportunities and infrastructure needs • Boulder County recycling & composting capital improvement plans - also compost and HHW facility planning • Multiple projects for the Boulder County, CO Recyclables Processing Center • Quarterly evaluation of market indices relative to hauler rebates and market revenues at (2001-06) 2186 S. Washington St., Denver, CO 80210 303-733-7943 laurie@lbaassoc.com Laurie Batchelder Adams • Feasibility study for using recycled glass in parkways and roadways for Boulder County, CO • Preliminary single -stream analysis for Boulder County, CO Recyclables Processing Center • MRF acceptance testing for Boulder County, CO Recyclables Processing Center • Garfield/Pitkin/Eagle Counties - 4 -landfill waste composition studies focusing on MSW, C&D diversion opportunities, waste shed materials flows, organics collections analysis, regional diversion plan (Aspen Mountain ski resorts in Pitkin County) • Logan, UT five-year strategic solid waste plan including integration of trash collection, curbside/drop-off recycling, curbside yard waste and composting, household hazardous waste, municipal and C&D landfill disposal and administration • Denver, CO solid waste plan - recycling/composting, policy analysis, waste comp, benchmarking, outreach • Eagle Valley Alliance for Sustainability - feasibility assessment for curbside organics collection • Fremont County, WY - optimization analysis for transfer station and recycling programs • Chaffee & Lake County, CO ten-year solid waste management plan including two waste audits, a planning workshop and survey of CO municipalities for solid waste service/fee and diversion rate levels • South Routt County, CO five-year solid waste management plan including on-site waste sort and facilitation of over 20 recycling businesses and organizations (Steamboat Springs ski resort is located in Routt County) • Denver Int'l Airport Integrated Waste Management Plan including municipal/commercial/industrial waste • Indian Health Service / EPA8 "train -the -trainer" waste audit and planning project for Wind River and Crow Creek Reservations, created the "Tribal Waste Audit Handbook" • Blaine County, ID - peer review of recycling program with improvement options development including funding for MRF expansion, commercial recycling and composting (Sun Valley ski area is located in Blaine County) • Larimer County, CO strategic solid waste system plan • Solid waste planning for two Los Angeles Corps of Engineers installations and Malmstrom Air Force Base • Lewis & Clark County, MT Environmental Impact Analysis for landfill, recycling and composting facilities • Preliminary solid waste strategic plan for City of Novorossiysk, Russia Recycling Programs & Facility Studies • Teton County, WY MRF Study - conceptual sizing and cost analysis for 4 recycling streams • Summit County, CO Cities/Haulers Facilitation - MRF/drop-site improvements, PAYT (Frisco, CO) LBA Associates, Inc. 2015 Laurie Batchelder Adams • Recycling drop site/processing development - Fremont County Solid Waste District (Lander, WY) • MSW composting feasibility study - San Luis Valley Resource Conservation & Development (Alamosa, CO) • Yard waste/biosolids/mortalities composting study for Garfield County, CO • Recyclables drop sites/transfer and yard waste composting facility analysis for Fremont County, WY • Recycling program & waste composition study for DIA • Pilot organics collection study for Denver and DIA • Best management practices for glass recycling for Loveland • State-wide recycling survey for CDPHE Pollution Prevention Advisory Board Assistance Committee • New recycling program for City/Count of Denver's Red Rocks Amphitheater's • Feasibility study for new Eagle County, CO recyclables transfer station - plus assistance in assessing curbside recycling for Towns of Eagle/Gypsum & Eagle County Airport recycling program • Winter Park Resort's solid waste program and data review (Winter Park, CO) • Expanded recycling program at Denver's Webb Municipal Building to earn gold LEED certification • Recycling planning study for new program on the University of Utah's Salt Lake City campus • Larimer County, CO's recycling program four-year review • Infrastructure audit and MRF conceptual improvements for Pitkin County, CO facility • Cart study for Denver, CO - testing of physical integrity of injection - versus rotationally -molded samples • Feasibility and conceptual development of recycling and yard waste/biosolids compost facilities for Southern Utah Valley Solid Waste District, UT • Colorado County Solid Waste Survey - covering 30 Colorado counties • Recycling extension service research for CO Governor's Office of Energy Management & Conservation Procurement & Contracting • DIA Hauler Procurement - for trash, recyclables, organics (volunteer bidder review, on-going) • Larimer County MRF operations procurements services - RFP and 10 -year contract • Hauler licensing/contracting study - Arvada, CO • Single -hauler study (hauler ordinances and contract incentives review) - City of Boulder, CO • Privatization of trash collection, addition of curbside recycling collection - Eagle, CO • Peer review of recyclables processing and HHW/e-scrap RFPs to Pitkin County, CO LBA Associates, Inc. 2015 Laurie Batchelder Adams • Transfer station operations RFP for Teton County, WY that encouraged waste diversion over disposal (included waste stream generated at Jackson Hole ski resort) • RFP development and bid evaluation for vendor -capitalized MRF retrofit and 10 -year operating contract for Larimer County, CO - including facilitation of advisory board input • RFP assistance for 10 -year recyclables processing contract for Denver, CO - reflecting municipal changes to both fully automated and single -stream collection • Recyclables processing contract advice for Logan, UT - for both dual- and single -stream materials • Contract negotiation assistance for 75,000 tpy MRF operator for Boulder County, CO Solid Waste Facilities • Southern Utah Valley Solid Waste District (with RT Sprague) - benchmarking to assess landfill rate -setting • City/County of Denver Transfer Station Operations Plan • Compost feasibility study for Superior and Louisville, CO • Closure study/evaluation of post -closure development of Lowry Air Force Base landfill as golf course • Landfill, compost and service compliance audit for Logan, UT • Planning for balefill facility in Aleutian Islands, AK to comply with USACE and FAA requirements • HELP Model research for landfills in semi -arid climates in Colorado • Landfill siting study for 34 -town Central Vermont Solid Waste District in Montpelier, VT • Permit compliance at Barrow Landfill, AK OTHER Colorado Association for Recycling - Past President of Board of Directors Solid Waste Association of North America - Past President of Int'1 Board & Past Recycling Division Director Municipal Solid Waste Management Magazine - Editorial Advisory Board PUBLICATIONS Batchelder Adams is a frequent presenter at trade and professional conferences. A list of her publications is available upon request. LBA Associates, Inc. 2015 BOARD OF COMMISSIONERS JAMES L. NEWBER.RY District 1, Winter Park 80482 MERRIT S. LINKE District I1, Granby 80446 KRISTEN MANGUSO District III, Kremmling 80459 September 22, 2015 RREO Regional Planning Studies Grant Program Attn: Eric Heyboer Recycling Grant Program Administrator Colorado Department of Public Health and Environment 4300 Cherry Creek Drive South Denver, CO 80246 E -Mail: undetvl(a),co.erand.co.us PHONE: 970/725-3100 Fax: 970/725-0565 EDWARD T. MOYER Interim County Manager ALAN N. HASSLER County Attorney RE: Town of Fraser RREO Regional Planning Studies Grant Application — Letter of Support Dear Mr. Heyboer, We would like to express our support for the RREO Regional Planning Studies grant application being submitted by the Town of Fraser in coordinating stakeholders to form a waste diversion task force. This initiative for setting a regional county -wide solid waste diversion strategy will help improve waste diversion in Grand County and will evaluate the current system and waste stream, build awareness among generators, and develop a strategic diversion plan over a 10 -year planning period. We strongly urge your support for the Town of Fraser's RREO Regional Planning Studies grant application. Sincerely, .'*'Im� a L, Merrit Linke James L. Newberry Kristen Manguso Commissioner Chairman Commissioner Commissioner ML: rp P.O. BOX 264 HOT SULPHUR SPRINGS, CO 80451 0 October 6, 2015 RREO Regional Planning Studies Grant Program Attn: Eric Heyboer Recycling Grant Program Administrator Colorado Department of Public Health and Environment 4300 Cherry Creek Drive South Denver, CO 80246 RE: Town of Fraser RREO Regional Planning Studies Grant Application — Letter of Support Dear Mr. Heyboer, The Winter Park & Fraser Chamber is pleased to support the Town of Fraser's initiative for setting a regional, county -wide solid waste diversion strategy. The Winter Park & Fraser Chamber believes that is critical for Grand County governments and its private and non-profit stakeholders to collaborate on improved waste diversion. These challenges must be approached community wide in order to most effective. We applaud and support Fraser's leadership in coordinating stakeholders to form a waste diversion task force that will evaluate the current system and waste stream, build awareness among generators, and develop a strategic diversion plan over a 10 -year planning period In the past 18 months the Chamber has worked to collect data that will be useful for this effort. We will continue to provide available data (and in fact, have already done so for Fraser's research efforts earlier this year), identify potential samples for waste audits, share our knowledge, and participate in the public process/task force to inform and guide the strategy as appropriate. Please feel free to contact me with any questions or concerns. Thank you for your consideration, atierinet ,� oss Ross Executive Director Winter Park & Fraser Chamber October 7, 2015 RREO Regional Planning Studies Grant Program Attn: Eric Heyboer Recycling Grant.Program Administrator Colorado Department of Public Health and Environment 4300 Cherry Creek Drive South Denver, CO 80246 RE: Town of Fraser RREO Regional Planning Studies Grant Application — Letter of Support Dear Mr. Heyboer, Please accept this letter as the Town of Winter Park's support for the Town of Fraser's Recycling Resources Economic Opportunity Fund Grant Program project application. As noted in Fraser's application, leadership on this issue is sorely needed in the Fraser Valley. The Town of Fraser has committed to providing the necessary resources in addition to the RREO funding to ensure this project's success, and we look forward to collaborating with them on this endeavor. The Town of Winter Park respectfully encourages the RREO Fund to consider this funding request, and we appreciate the opportunity to consider regional solutions to address solid waste concerns in the Fraser Valley. Sincerely, Drew Nelson Town Manager October 7, 2015 RREO Regional Planning Studies Grant Program Attn: Eric Heyboer Recycling Grant Program Administrator Colorado Department of Public Health and Environment 4300 Cherry Creek Drive South Denver, CO 80246 TOWN OF GRANBY PO Box 440 Zero Jasper Avenue Granby, Colorado 80446 970-887-2501 970.887. 9347 Fax. RE: Town of Fraser RREO Regional Planning Studies Grant Application — Letter of Support Dear Mr. Heyboer, The Town of Granby is pleased to support the Town of Fraser's initiative for setting a regional, county -wide solid waste diversion strategy. It is critical for Grand County governments and its private and non-profit stakeholders to collaborate on improved waste diversion We support Fraser's leadership in coordinating stakeholders to form a waste diversion task force that will evaluate the current system and waste stream, build awareness among generators, and develop a strategic diversion plan over a 10 -year planning period Specifically, we are willing to provide available data (and in fact, have already done so for Fraser's research efforts earlier this year), identify potential samples for waste audits, share our knowledge, and participate in the public process/task force to inform and guide the strategy as appropriate Sincerely, ally d Town anager aC TOWN OF RAND LAKE September 28, 2015 RREO Regional Planning Studies Grant Program Attn: Eric Heyboer Recycling Grant Program Administrator Colorado Department of Public Health and Environment 4300 Cherry Creek Drive South Denver, CO 80246 RE: Town of Fraser RREO Regional Planning Studies Grant Application — Letter of Support Dear Mr. Heyboer, The Town of Grand Lake is pleased to support the Town of Fraser's initiative for setting a regional, county -wide solid waste diversion strategy. It is critical for Grand County governments and its private and non-profit stakeholders to collaborate on improved waste diversion. We support Fraser's leadership in coordinating stakeholders to form a waste diversion task force that will evaluate the current system and waste stream, build awareness among generators, and develop a strategic diversion plan over a 10 -year planning period. Specifically, we are willing to provide available data (and in fact, have already done so for Fraser's research efforts earlier this year), identify potential samples for waste audits, share our knowledge, and participate in the public process/task force to inform and guide the strategy as appropriate. , udy M..rke Mayo• P.O. BOX 99, GRAND LAKE, COLORADO 80447-0099 PH. 970/627-3435 FAX 970/627-9290 E-MAIL town@townofgrandlake.com SENT Op l yF United States Department of the Interior A vi o A NATIONAL PARK SERVICE Rocky Mountain National Park �q&CH 3 �aa9 Estes Park, Colorado 80517 M REPLY REFER TO: A3815 (ROMO) SEP 3 0 2015 RREO Regional Planning Studies Grant Program Attn: Eric Heyboer Recycling Grant Program Administrator Colorado Department of Public Health & Environment 4300 Cherry Creek Drive South Denver, CO 80246 Dear Mr. Heyboer: Rocky Mountain National Park (RMNP) is pleased to support the Town of Fraser's grant application and initiative for setting a regional, Grand County -wide solid waste diversion strategy. As a major regional tourism and recreation attraction, the park understands its role as an economic driver and solid waste generator. We also understand the importance of thoughtful and long-range planning, including stakeholder involvement and participation, as well as the identification and incorporation of best management practices for waste diversion, re -use and recycling opportunities and goals. If successful, this grant would provide funding for local governments in Grand County and private and non-profit stakeholders to collaborate on improved waste diversion. We support Fraser's leadership in coordinating stakeholders to form a waste diversion task force that will evaluate the current system and waste stream, build awareness among generators, and develop a strategic diversion plan over a 10 -year planning period. Specifically, we are willing to provide available data (and in fact, have already done so for Fraser's research efforts earlier this year), identify potential samples for waste audits, share our knowledge, and participate in the public process/task force to inform and guide the strategy as appropriate. Through our Environmental Management System (EMS) goals, the park has identified that opportunities exist to increase and enhance the recycling, re -using and diversion rates for our internal operations in the Colorado River District located in Grand County. This grant would provide the necessary collaboration, stakeholder involvement and long-range plan toward realizing these goals. Thank you for your time and consideration. Sincerely, Ben Bobowski Acting Superintendent cc: Laurie Batchelder Adams October 5, 2015 RREO Regional Planning Studies Grant Program Attn: Eric Heyboer Recycling Grant Program Administrator Colorado Department of Public Health and Environment 4300 Cherry Creek Drive South Denver, CO 80246 RE: Town of Fraser RREO Regional Planning Studies Grant Application — Letter of Support Dear Mr. Heyboer, Winter Park Resort is pleased to support the Town of Fraser's initiative for setting a regional, county -wide solid waste diversion strategy. Winter Park Resort encourages Grand County governments and its private and non- profit stakeholders to collaborate on improved waste diversion. The Resort has been actively diverting waste products since mid 1980's. We started our "CONNECTION" program in early 2000 to bring awareness to our employees and community for waste and energy reduction initiatives. Winter Park Resort supports Fraser's leadership in coordinating stakeholders to form a waste diversion task force that will evaluate the current system and waste stream, build awareness among generators, and develop a strategic diversion plan over a 10 -year planning period. Specifically, Winter Park Resort supports stakeholders providing available data (and in fact, we have already done so for Fraser's research efforts earlier this year), identify potential samples for waste audits, share our knowledge, and participate in the public process/task force to inform and guide the strategy as appropriate. Sincerely, Hal D. Newberry Base Operations Director Winter Park Resort WINTER PARK RESORT P.O. BOX 36 WINTER PARK, CO 80482 970.726.5514 303.892.0961 FAX 303.892.5823 www.winterparl(resort.com Pawnee NarionqJ Steamb Fort Collins UrassJand S gs 0 Sterling Greeley BOLJI(Je C"eamb,.,z, S Fort Arapaho National Fol res enver Willie 81 Breckenridge J�, 0 National forest Aspen COLORADO Grand Junction Colarado Springs San Jsab6 NarionaJ Forest Montro,".. 0 0 - - Sa�*l Uncompahgre Pueb':Q N,q rion.W Fores r 0 Telluride Ma Grande NarianaJ f-oresc Alamn5a Coriez San Jua q Pagosa Springs Narion,q) Foresr G TcindaA Rainn I OFFICE OF THE SECRETARY OF STATE OF THE STATE OF COLORADO CERTIFICATE I, Wayne W. Williams, as the Secretary of State of the State of Colorado, hereby certify that, according to the records of this office, LBA associates inc. is a Corporation formed or registered on 01/20/2005 under the law of Colorado, has complied with all applicable requirements of this office, and is in good standing with this office. This entity has been assigned entity identification number 20041439155. This certificate reflects facts established or disclosed by documents delivered to this office on paper through 09/08/2015 that have been posted, and by documents delivered to this office electronically through 09/09/2015 @ 11:29:09. I have affixed hereto the Great Seal of the State of Colorado and duly generated, executed, authenticated, issued, delivered and communicated this official certificate at Denver, Colorado on 09/09/2015 @ 11:29:09 pursuant to and in accordance with applicable law. This certificate is assigned Confirmation Number 9300372. ***********************End of NOW or/ FM .10 Secretary of State of the State of Colorado Notice: A certificate issued electronically from the Colorado Secretary of State's Web site is fully and immediately valid and effective. However, as an option, the issuance and validity of a certificate obtained electronically may be established by visiting the Certificate Confirmation Page of the Secretary of State's Web site, http://www.sos.state.co.us/bizICertificateSearchCriteria.do entering the certificate's confirmation number displayed on the certificate, and following the instructions displayed. Confirming the issuance of a certificate is mereloptional and is not necessaty to the valid and effective issuance ofa certificate. For more information, visit our Web site, http://www.sos.state.co.us/click Business Center and select "Frequently Asked Questions. " CERT GS D Revised 08/20/2008 LBA ASSOCIATES September 8, 2015 Jeff Durbin, Town Manager 153 Fraser Ave., PO Box 370 Fraser, Colorado 80442 RE: Town of Fraser RREO Grant Application Dear Jeff: LBA Associates, Inc. (LBA) is pleased to confirm our interest in working with the Town of Fraser again on waste diversion practices in Grand County. Like you, we feel that this region has unique waste management challenges, but that the public, private and non-profit stakeholders can collectively drive more sustainable recycling and organics recovery over the next 10 years. To be successful, this project will require strategic thinking, creative -problem solving, good public dialogue and strong partnerships. LBA brings years of relevant experience from other rural, regional communities in Colorado, Wyoming and Idaho and is excited to be a part of the change process in Grand County. We have reviewed the Town's RREO Work Plan and budget, and can commit to completing the tasks outlined therein for the time and material costs indicated. We also have the ability to meet the November 2015 through October 2016 schedule. Thank you for including us - we look forward to getting started. Sincerely, Laurie Batchelder Adams, President LBA ASSOCIATES, INC. 2186 S. Washington St., Denver, Colorado 80210 303-733-7943 laurie0ftaassoc.com Notes from Trustee Jane Mather to members of the Board of Trustees regarding solid waste and recycling for Fraser The issues that I believe Town staff should be addressing in the near term are: - Reducing the costs of trash pick-up, now $30 to $40 per unit, by having a town contract. - Reducing the costs of recycling pick-up, now $25 to $35 per unit, by having a town contract. At the current costs, many of us make the extra effort to drive to Granby to get rid of our recycling, either at Ace or the Trash Company. - Providing a way for visitors to the Fraser Valley to get rid of trash and recycling if they do not have a way to get rid of these items where they are visiting. I know that the last issue, addressing visitors needs, is an item that affects all of the Fraser Valley, as visitors outside of Fraser in unincorporated Grand County and Winter Park would also use this service. I doubt that visitors in Granby would use Fraser services, as they have services in Granby. I pay to recycle in Granby and pay for trash pick-up in Fraser. I believe that visitors to the community would also be willing to pay a reasonable amount that covers the service costs. Therefore visitors to Winter Park and unincorporated Grand County could be served without a concern that it is costing Fraser money. Perhaps, these other government entities might want to contribute something, but that is a question that can be asked without a major survey. The basic questions are: - How much trash and recycling would we have, therefore how many bins do we need? (This can be a much quicker survey, if a survey is even needed.) - Where can it be located that has enough space and where payments can be monitored? I understand that many of us are concerned that our trash is being sent to the Front Range. This is a reasonable question, but it is much bigger and more complex question than providing local trash and recycling service at a reasonable rate. TOWN OF FRASER - JOINT FACILITIES BALANCE SHEET DECEMBER 31. 2015 JOINT FACILITIES FUND ASSETS 40-10210 JFOC CHECKING -GMB 0318047507 131,456.33 40-10215 GMB MONEY MARKET -O&M RESERVE 31,046.81 40-11550 A/R - W PR 10,335.38 40-11560 A/R - GC#1 16,184.92 40-11570 A/R - TOF 9,366.45 TOTAL ASSETS LIABILITIES AND EQUITY LIABILITIES 40-20920 JFOC O&M RESERVE TOTAL LIABILITIES FUND EQUITY UNAPPROPRIATED FUND BALANCE: REVENUE OVER EXPENDITURES - YTD BALANCE - CURRENT DATE TOTAL FUND EQUITY TOTAL LIABILITIES AND EQUITY 198,389.89 196, 631.34 196, 631.34 1,758.55 1,758.55 1,758.55 198,389.89 TOWN OF FRASER - JOINT FACILITIES REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 JOINT FACILITIES FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT REVENUE 40-30-100 INTEREST - O&M ACCOUNTS 26.49 300.23 300.00 ( .23) 100.1 40-30-200 O&M REIMBURSEMENT - WPR 10,335.38 165,271.55 242,567.00 77,295.45 68.1 40-30-210 O&M REIMBURSEMENT - GC#1 16,184.92 260,019.78 386,932.00 126,912.22 67.2 40-30-220 O&M REIMBURSEMENT - TOF 9,366.45 146,013.23 209,833.00 63,819.77 69.6 40-30-900 MISCELLANEOUS REVENUE .00 1,458.32 .00 ( 1,458.32) .0 40-30-999 CARRYOVER BALANCE .00 .00 196,089.00 196,089.00 .0 TOTAL REVENUE 35,913.24 573,063.11 1,035,721.00 462,657.89 55.3 TOTAL FUND REVENUE 35,913.24 573,063.11 1,035,721.00 462,657.89 55.3 TOWN OF FRASER - JOINT FACILITIES EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31. 2015 JOINT FACILITIES FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT PLANT EXPENDITURES 40-85-110 SALARIES 10,388.48 173,222.74 207,713.00 34,490.26 83.4 40-85-210 HEALTH INSURANCE 1,920.60 32,337.07 56,448.00 24,110.93 57.3 40-85-220 FICA TAX 769.32 12,590.41 15,890.00 3,299.59 79.2 40-85-230 RETIREMENT 415.54 6,299.38 8,309.00 2,009.62 75.8 40-85-250 UNEMPLOYMENT TAX 31.23 520.99 623.00 102.01 83.6 40-85-280 TRAINING PROGRAMS .00 240.00 3,000.00 2,760.00 8.0 40-85-290 TRAVEL - MEALS AND LODGING .00 95.45 3,500.00 3,404.55 2.7 40-85-295 MEALS - LOCAL BUSINESS .00 45.35 500.00 454.65 9.1 40-85-310 LEGAL FEES .00 .00 5,000.00 5,000.00 .0 40-85-320 AUDIT FEE .00 4,074.00 4,750.00 676.00 85.8 40-85-330 ENGINEERING FEES 1,092.00 1,092.00 15,000.00 13,908.00 7.3 40-85-350 SLUDGE REMOVAL 1,467.09 31,127.99 65,000.00 33,872.01 47.9 40-85-370 PROFESSIONAL SERVICES 267.96 3,215.52 10,000.00 6,784.48 32.2 40-85-375 REIMBURSABLE PROF SERVICES .00 .00 1,000.00 1,000.00 .0 40-85-410 BANK CHARGES .00 .00 100.00 100.00 .0 40-85-430 INSURANCE - PLANT .00 25,176.54 32,000.00 6,823.46 78.7 40-85-440 ADVERTISING .00 1,074.55 500.00 ( 574.55) 214.9 40-85-460 PLANT MAINTENANCE AND REPAIR 755.63 28,238.85 50,000.00 21,761.15 56.5 40-85-475 GROUNDS MAINTENANCE 86.69 1,104.38 2,500.00 1,395.62 44.2 40-85-480 EQUIPMENT RENTAL .00 .00 500.00 500.00 .0 40-85-490 PROFESSIONAL MEMBERSHIPS .00 .00 500.00 500.00 .0 40-85-500 OPERATING SUPPLIES 209.38 2,840.09 20,000.00 17,159.91 14.2 40-85-506 OPERATING SUPPLIES - CHEMICALS 3,050.40 26,743.74 75,000.00 48,256.26 35.7 40-85-510 EQUIPMENT PURCHASE AND REPAIR .00 4,445.05 20,000.00 15,554.95 22.2 40-85-520 TESTING 2,682.80 35,413.08 65,000.00 29,586.92 54.5 40-85-525 PERMITS .00 .00 10,000.00 10,000.00 .0 40-85-550 POSTAGE .00 215.68 .00 ( 215.68) .0 40-85-560 UTILITIES - TELEPHONE 257.79 3,255.51 3,500.00 244.49 93.0 40-85-562 UTILITIES - ELECTRICITY 11,073.46 166,280.25 145,000.00 ( 21,280.25) 114.7 40-85-565 UTILITIES - NATURAL GAS 319.16 2,506.20 6,500.00 3,993.80 38.6 40-85-567 UTILITIES - PLANT GENERATOR .00 .00 500.00 500.00 .0 40-85-569 UTILITIES - TRASH REMOVAL 174.48 2,027.76 2,500.00 472.24 81.1 40-85-650 VEHICLE EXPENSES 924.74 6,971.98 7,500.00 528.02 93.0 40-85-690 MISCELLANEOUS EXPENSE .00 150.00 1,000.00 850.00 15.0 TOTAL PLANT EXPENDITURES 35,886.75 571,304.56 839,333.00 268,028.44 68.1 TOTAL FUND EXPENDITURES 35,886.75 571,304.56 839,333.00 268,028.44 68.1 NET REVENUE OVER EXPENDITURES 26.49 1,758.55 196,388.00 194,629.45 .9 TOWN OF FRASER - JOINT FACILITIES BALANCE SHEET DECEMBER 31, 2015 JFF - CRR/CIP FUND 47-10220 COLOTRUST 8006 - CRR 47-10310 CB MONEY MARKET - CRR 47-10410 GMB MONEY MARKET - CRR 47-10526 CDARS - 1015300872 - CRR 47-10527 CDARS - 1017868876 - CRR 47-10528 CDARS - 1018437569 - CRR 47-10529 CDARS - 1018459163 - CRR TOTAL ASSETS LIABILITIES AND EQUITY LIABILITIES 47-20910 JFOC - CRR FUNDS TOTAL LIABILITIES cl lkin —1 11— UNAPPROPRIATED FUND BALANCE: REVENUE OVER EXPENDITURES - YTD BALANCE - CURRENT DATE TOTAL FUND EQUITY TOTAL LIABILITIES AND EQUITY 418,755.57 170,917.37 40,056.05 386,536.41 300,554.48 386,998.95 2,233,428.19 2,090,776.93 TOWN OF FRASER - JOINT FACILITIES REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 JFF - CRR/CIP FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT CRR AND CIP FUND REVENUES 47-30-100 INTEREST INCOME - CRR ACCOUNTS 47-30-800 SALE OF JFOC FIXED ASSETS 47-30-990 CRR CARRYOVER BALANCE TOTAL CRR AND CIP FUND REVENUES TOTAL FUND REVENUE 824.83 12,243.36 12,000.00 ( 243.36) 102.0 .00 14,215.69 .00 ( 14,215.69) .0 .00 .00 1,879,684.00 1,879, 684.00 .0 824.83 26,459.05 1,891,684.00 1,865,224.95 1.4 824.83 26,459.05 1,891,684.00 1,865,224.95 1.4 TOWN OF FRASER - JOINT FACILITIES EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 JFF - CRR/CIP FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT CAPITAL RPLMNTRESERVE PROJECTS 47-60-370 ENG, LEGAL & OTHER PROF SRVCS 47-60-730 CRR PROJECTS .0 .0 TOTAL CAPITAL RPLMNTRESERVE PROJEC 101,755.31 CAPITAL IMPROVEMENT PROJECTS 47-65-370 ENG, LEGAL & OTHER PROF SRVCS 47-65-730 CIP PROJECTS .00 ( 145,000.00 TOTAL CAPITAL IMPROVEMENT PROJECTS .0 46.4 TOTAL FUND EXPENDITURES 67,355.00 NET REVENUE OVER EXPENDITURES 10,896.00 .00 101,755.31 .00 .00 ( 25,700.00 101,755.31) 25,700.00 .0 .0 10,896.00 101,755.31 25,700.00 ( 76,055.31) 395.9 .00 .00 25.00 67,330.00 .00 ( 145,000.00 25.00) 77,670.00 .0 46.4 .00 67,355.00 145,000.00 77,645.00 46.5 10,896.00 169,110.31 170,700.00 1,589.69 99.1 ( 10,071.17) ( 142,651.26) 1,720,984.00 1,863,635.26 ( 8.3) TOWN OF FRASER COMBINED CASH INVESTMENT DECEMBER 31. 2015 COMBINED CASH ACCOUNTS 01-10200 GENERAL CHECKING #878-000884 01-10220 GENERAL CO -01-0160-8001 TOTAL COMBINED CASH 01-10100 CASH ALLOCATED TO OTHER FUNDS TOTAL UNALLOCATED CASH CASH ALLOCATION RECONCILIATION 10 ALLOCATION TO GENERAL FUND 20 ALLOCATION TO CONSERVATION TRUST FUND 30 ALLOCATION TO CAPITAL EQUIP REPLACEMENT FUND 32 ALLOCATION TO CAPITAL ASSET FUND 40 ALLOCATION TO DEBT SERVICE FUND 50 ALLOCATION TO WATER FUND 55 ALLOCATION TO WASTEWATER FUND TOTAL ALLOCATIONS TO OTHER FUNDS ALLOCATION FROM COMBINED CASH FUND - 01-10100 ZERO PROOF IF ALLOCATIONS BALANCE 158,935.35 8,571,728.78 8,730,664.13 ( 8,730,664.13) .00 2,981,000.72 12,035.33 412,321.87 110,536.96 574,811.02 1,417,881.95 3,222,076.28 8,730,664.13 ( 8,730,664.13) .00 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 1 10-10100 CASH -COMBINED FUND 10-10290 CASH WITH TREASURER 10-11100 PROPERTY TAXES RECEIVABLE 10-11550 ACCTS REC - BILLINGS 10-22920 TOTAL ASSETS LIABILITIES AND EQUITY IEI\ Mmbdl K� 10-21740 UNEMPLOYMENT TAXES PAYABLE 10-21760 HEALTH INSURANCE PAYABLE 10-21775 FLEX HEALTH PLAN PAYABLE 10-22210 DEFERRED TAXES 10-22920 SUBDIVISION IMP SECURITY DEP 10-22930 DRIVEWAY PERMIT SURETY 10-22950 RENTAL PROPERTY DEPOSITS HELD TOTAL LIABILITIES 10-27000 COMMITTED FUND BALANCE 10-27100 TOTAL RESTRICTED FUND BALANCE UNAPPROPRIATED FUND BALANCE: REVENUE OVER EXPENDITURES - YTD BALANCE - CURRENT DATE TOTAL FUND EQUITY TOTAL LIABILITIES AND EQUITY TOWN OF FRASER BALANCE SHEET DECEMBER 31, 2015 GENERALFUND 2, 981, 000.72 615.82 197,206.00 57,212.20 ( .44) 35.58 2,240.57 197,206.35 245,242.25 21,125.00 inn nn 466,049.31 750,000.00 251,805.00 1,768,180.43 1,768,180.43 2,769,985.43 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 2 TOWN OF FRASER REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 GENERALFUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT TAXES 10-31-100 GENERAL FUND PROPERTY TAX 567.65 197,416.94 197,265.00 ( 151.94) 100.1 10-31-200 SPECIFIC OWNERSHIP TAX 963.44 11,875.29 10,000.00 ( 1,875.29) 118.8 10-31-300 MOTOR VEHICLE TAX 309.00 3,813.50 4,200.00 386.50 90.8 10-31-400 TOWN SALES TAX 106,435.69 1,457,579.81 1,595,000.00 137,420.19 91.4 10-31-410 USE TAX- BUILDING MATERIALS 103.62 261,381.98 65,000.00 ( 196,381.98) 402.1 10-31-420 USE TAX - MOTOR VEHICLE SALES 6,036.88 59,822.74 55,000.00 ( 4,822.74) 108.8 10-31-430 STATE CIGARETTE TAX 346.92 3,230.43 4,000.00 769.57 80.8 10-31-800 FRANCHISE FEES 1,050.67 40,829.30 50,000.00 9,170.70 81.7 10-36-610 TOTAL TAXES 115,813.87 2,035,949.99 1,980,465.00 ( 55,484.99) 102.8 10-36-900 LICENSES & PERMITS 17.49 22,666.10 30,000.00 7,333.90 75.6 10-32-100 BUSINESS LICENSE FEES 320.00 13,100.00 12,750.00 ( 350.00) 102.8 10-32-110 REGULATED INDUSTRY FEES/TAXES 5,808.70 92,535.01 25,000.00 ( 67,535.01) 370.1 TOTAL LICENSES & PERMITS 6,128.70 105,635.01 37,750.00 ( 67,885.01) 279.8 INTERGOVERNMENTAL 10-33-100 GRANTS .00 77,847.44 166,000.00 88,152.56 46.9 TOTAL INTERGOVERNMENTAL .00 77,847.44 166,000.00 88,152.56 46.9 CHARGES FOR SERVICES 10-34-100 ANNEXATION FEES .00 275.00 1,000.00 725.00 27.5 10-34-110 ZONING FEES .00 8,925.00 1,500.00 ( 7,425.00) 595.0 10-34-120 SUBDIVISION FEES .00 29,550.00 1,500.00 ( 28,050.00) 1970.0 10-34-130 MISCELLANEOUS PLANNING FEES 80.00 2,300.00 1,000.00 ( 1,300.00) 230.0 TOTAL CHARGES FOR SERVICES 80.00 41,050.00 5,000.00 ( 36,050.00) 821.0 MISCELLANEOUS REVENUE 10-36-100 INTEREST EARNINGS 740.19 5,161.34 3,250.00 ( 1,911.34) 158.8 10-36-300 RENTAL INCOME 1,305.00 15,615.00 9,500.00 ( 6,115.00) 164.4 10-36-610 REIMBURSABLE - PROF SERVICES ( 3,154.87) 110,064.24 100,000.00 ( 10,064.24) 110.1 10-36-900 MISCELLANEOUS REVENUE 17.49 22,666.10 30,000.00 7,333.90 75.6 TOTAL MISCELLANEOUS REVENUE ( 1,092.19) 153,506.68 142,750.00 ( 10,756.68) 107.5 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 3 TOWN OF FRASER REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 GENERALFUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT OTHER SOURCES & TRANSFERS 10-39-900 TRANSFERS IN FROM OTHER FUNDS 00 10,000.00 10,000.00 .00 100.0 10-39-999 UNASSIGNED FUND BALANCE .00 2,116,144.50 2,003,613.00 ( 112,531.50) 105.6 TOTAL OTHER SOURCES & TRANSFERS .00 2,126,144.50 2,013,613.00 ( 112,531.50) 105.6 TOTAL FUND REVENUE 120,930.38 4,540,133.62 4,345,578.00 ( 194,555.62) 104.5 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 4 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31. 2015 GENERALFUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT Ifelyty ki1Zi7_111 10-41-110 SALARIES 5,115.00 20,475.00 26,000.00 5,525.00 78.8 10-41-220 FICA TAX 391.30 1,566.35 1,989.00 422.65 78.8 10-41-280 TRAINING PROGRAMS .00 3,152.17 6,000.00 2,847.83 52.5 10-41-290 TRAVEL, MEALS AND LODGING .00 1,946.18 5,000.00 3,053.82 38.9 10-41-295 MEALS AND ENTERTAINMENT 1,192.32 7,717.89 8,000.00 282.11 96.5 10-41-690 MISCELLANEOUS EXPENSE 600.00 ( 13,779.45) 8,000.00 21,779.45 (172.2) 10-41-860 GRANTS AND AID TO AGENCIES .00 14,155.00 .00 ( 14,155.00) .0 10-41-861 INTERGOVERNMENTAL AGREEMENTS .00 9,000.00 9,000.00 .00 100.0 10-41-862 FRASER/W INTER PARK POLICE DEPT 33,835.00 406,020.00 432,000.00 25,980.00 94.0 10-41-863 STREET LIGHTING AND SIGNALS 2,055.15 17,452.95 15,250.00 ( 2,202.95) 114.5 10-41-864 SPECIAL EVENTS .00 12,500.00 10,000.00 ( 2,500.00) 125.0 10-41-867 CHAMBER OF COMMERCE - IGA .00 44,993.10 68,114.00 23,120.90 66.1 10-41-868 WINTER SHUTTLE - IGA .00 64,750.00 80,000.00 15,250.00 80.9 10-41-870 BUSINESS DIST STREETSCAPE 689.90 3,889.90 100,000.00 96,110.10 3.9 10-41-871 BUSINESS ENHANCEMENT PROGRAMS .00 48,089.92 105,000.00 56,910.08 45.8 TOTAL TOWN BOARD 43,878.67 641,929.01 874,353.00 232,423.99 73.4 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 5 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31. 2015 GENERALFUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT ADMINISTRATION 10-45-110 SALARIES 23,327.24 243,764.50 250,000.00 6,235.50 97.5 10-45-210 HEALTH INSURANCE 3,550.56 42,170.92 35,000.00 ( 7,170.92) 120.5 10-45-220 FICA TAX 1,595.22 15,756.18 19,125.00 3,368.82 82.4 10-45-230 RETIREMENT 867.81 8,395.06 10,000.00 1,604.94 84.0 10-45-250 UNEMPLOYMENT TAX 70.46 736.95 750.00 13.05 98.3 10-45-280 TRAINING PROGRAMS .00 3,324.82 4,000.00 675.18 83.1 10-45-290 TRAVEL, MEALS AND LODGING .00 6,605.51 5,000.00 ( 1,605.51) 132.1 10-45-295 MEALS AND ENTERTAINMENT 520.74 1,330.23 3,500.00 2,169.77 38.0 10-45-310 LEGAL FEES 7,077.24 51,431.52 65,000.00 13,568.48 79.1 10-45-320 AUDIT FEES .00 12,221.00 22,672.00 10,451.00 53.9 10-45-330 ENGINEERING FEES 441.00 5,995.65 10,000.00 4,004.35 60.0 10-45-360 COMPUTERS -NETWORKS AND SUPPORT 1,825.15 32,770.70 65,000.00 32,229.30 50.4 10-45-370 OTHER PROFESSIONAL SERVICES 6,483.90 37,601.87 90,000.00 52,398.13 41.8 10-45-375 REIMBURSABLE PROF SERVICES 5,875.00 111,490.27 100,000.00 ( 11,490.27) 111.5 10-45-380 JANITORIAL SERVICES 856.32 7,760.60 15,300.00 7,539.40 50.7 10-45-385 TREASURER'S FEES 11.37 3,948.31 5,918.00 1,969.69 66.7 10-45-395 RECORDING FEES .00 500.00 1,000.00 500.00 50.0 10-45-410 BANK CHARGES 46.50 639.98 1,000.00 360.02 64.0 10-45-420 ELECTIONS 2,156.20 2,156.20 5,000.00 2,843.80 43.1 10-45-430 INSURANCE - ALL DEPARTMENTS .00 37,970.04 42,000.00 4,029.96 90.4 10-45-440 ADVERTISING 54.45 152.54 2,500.00 2,347.46 6.1 10-45-490 PROFESSIONAL MEMBERSHIPS .00 6,887.52 7,000.00 112.48 98.4 10-45-500 OPERATING SUPPLIES 2,294.56 10,197.34 12,000.00 1,802.66 85.0 10-45-510 EQUIPMENT PURCHASE AND REPAIR 6,701.11 10,938.78 15,750.00 4,811.22 69.5 10-45-550 POSTAGE 168.00 1,294.38 2,000.00 705.62 64.7 10-45-560 UTILITIES -TELEPHONE 557.98 6,386.36 6,500.00 113.64 98.3 10-45-561 UTILITIES - NATURAL GAS 423.17 3,352.49 6,000.00 2,647.51 55.9 10-45-562 UTILITIES - ELECTRICITY 498.31 4,784.63 7,000.00 2,215.37 68.4 10-45-569 UTILITIES - TRASH REMOVAL 108.61 1,201.66 2,500.00 1,298.34 48.1 10-45-670 PROP MGMT - 107 EISENHOWER DR 1,285.54 13,613.05 29,000.00 15,386.95 46.9 10-45-671 PROP MGMT - 105 FRASER AVE .00 2,382.27 500.00 ( 1,882.27) 476.5 10-45-673 PROP MGMT - 153 FRASER AVE 240.00 4,570.15 20,000.00 15,429.85 22.9 10-45-674 PROP MGMT - 200 EISENHOWER DR .00 28.98 1,000.00 971.02 2.9 10-45-676 PROP MGMT - 400 DOC SUSIE AVE .00 110.53 500.00 389.47 22.1 10-45-690 MISCELLANEOUS EXPENSE .00 1,325.50 8,000.00 6,674.50 16.6 10-45-810 LEASE/PURCHASE - PRINCIPAL .00 20,206.87 20,207.00 .13 100.0 10-45-820 LEASE/PURCHASE- INTEREST .00 18,166.89 18,167.00 .11 100.0 TOTAL ADMINISTRATION 67,036.44 732,170.25 908,889.00 176,718.75 80.6 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 6 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31. 2015 GENERALFUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT PUBLIC WORKS 10-60-110 SALARIES 29,627.93 381,132.91 410,296.00 29,163.09 92.9 10-60-210 HEALTH INSURANCE 6,512.03 76,562.16 75,000.00 ( 1,562.16) 102.1 10-60-220 FICA TAX 2,238.42 27,710.16 31,388.00 3,677.84 88.3 10-60-230 RETIREMENT 1,183.13 12,231.12 16,412.00 4,180.88 74.5 10-60-250 UNEMPLOYMENTTAX 92.94 1,156.11 1,231.00 74.89 93.9 10-60-260 WORKERS COMP CLAIMS 31.30 500.00 .00 ( 500.00) .0 10-60-280 TRAINING PROGRAMS .00 804.25 2,000.00 1,195.75 40.2 10-60-290 TRAVEL, MEALS AND LODGING .00 1,280.72 2,000.00 719.28 64.0 10-60-295 MEALS AND ENTERTAINMENT .00 339.11 750.00 410.89 45.2 10-60-330 ENGINEERING FEES 8,444.50 18,293.27 45,000.00 26,706.73 40.7 10-60-360 COMPUTER NETWORK SUPPORT 200.00 1,770.00 2,000.00 230.00 88.5 10-60-370 OTHER PROFESSIONAL SERVICES .00 3,968.00 2,500.00 ( 1,468.00) 158.7 10-60480 EQUIPMENT RENTAL .00 .00 2,500.00 2,500.00 .0 10-60490 PROFESSIONAL MEMBERSHIPS .00 440.75 750.00 309.25 58.8 10-60-500 OPERATING SUPPLIES 14,404.34 67,597.13 75,000.00 7,402.87 90.1 10-60-506 PLANTS/PLANTER SUPPLIES 40.07 11,810.17 12,000.00 189.83 98.4 10-60-510 EQUIPMENT PURCHASE AND REPAIR 2,130.83 47,976.56 35,000.00 ( 12,976.56) 137.1 10-60-560 UTILITIES - TELEPHONE 211.29 3,363.25 2,700.00 ( 663.25) 124.6 10-60-561 UTILITIES -NATURAL GAS 776.49 4,962.70 6,000.00 1,037.30 82.7 10-60-562 UTILITIES -ELECTRICITY 178.02 1,717.72 3,000.00 1,282.28 57.3 10-60-569 UTILITIES - TRASH REMOVAL 115.46 2,043.95 2,100.00 56.05 97.3 10-60-670 PROP MGMT - 125 FRASER AVE 3,890.00 4,577.37 5,000.00 422.63 91.6 10-60-673 PROP MGMT - FRASER RIVER TRAIL 11,132.85 25,381.01 13,000.00 ( 12,381.01) 195.2 10-60-674 PROP MGMT - HWY 40 PEDESTRIAN .00 4.86 18,000.00 17,995.14 .0 10-60-675 PROP MGMT - KOPPERS PARK .00 1,717.26 .00 ( 1,717.26) .0 10-60-676 PROP MGMT - OLD SCHLHOUSE PK .00 1,227.76 5,000.00 3,772.24 24.6 10-60-678 PROP MGMT - OUTDOORACTIVITYCTR .00 51.07 .00 ( 51.07) .0 10-60-679 PROP MGMT - SCHOOL BUS GARAGE 1,457.65 4,928.26 7,000.00 2,071.74 70.4 10-60-681 PROP MGMT - COZENS RANCH PARK 44,374.37 187,284.17 230,000.00 42,715.83 81.4 10-60-684 PROP MGMT - FRODO .00 .00 5,000.00 5,000.00 .0 10-60-685 PROP MGMT - MTN MAN PARK .00 700.00 500.00 ( 200.00) 140.0 10-60-686 GORANSON STATION .00 1,541.78 1,500.00 ( 41.78) 102.8 10-60-690 MISCELLANEOUS EXPENSE 1,194.83 2,809.81 1,500.00 ( 1,309.81) 187.3 10-60-725 STREET IMPROVEMENTS 179,746.03 198,489.59 285,000.00 86,510.41 69.7 10-60-730 CAPITAL PROJECTS .00 .00 10,000.00 10,000.00 .0 TOTAL PUBLIC WORKS 307,982.48 1,094,372.98 1,309,127.00 214,754.02 83.6 120 ZEREX AVENUE 10-65-380 JANITORIAL SERVICES 450.00 4,800.00 5,610.00 810.00 85.6 10-65-561 UTILITIES - NATURAL GAS 97.02 969.58 1,515.00 545.42 64.0 10-65-562 UTILITIES - ELECTRICITY 75.61 744.73 1,010.00 265.27 73.7 10-65-670 PROP MGMT - 120 ZEREX 97.14 416.64 5,000.00 4,583.36 8.3 TOTAL 120 ZEREX AVENUE 719.77 6,930.95 13,135.00 6,204.05 52.8 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 7 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 GENERALFUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT TRANSFERS 10-90-935 TRANSFER TO CAF 00 50,000.00 50,000.00 .00 100.0 10-90-940 TRANSFER TO DEBT SERVICE FUND .00 246,550.00 246,550.00 .00 100.0 TOTAL TRANSFERS .00 296,550.00 296,550.00 .00 100.0 TOTAL FUND EXPENDITURES 419,617.36 2,771,953.19 3,402,054.00 630,100.81 81.5 NET REVENUE OVER EXPENDITURES ( 298,686.98) 1,768,180.43 943,524.00 ( 824,656.43) 187.4 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 8 TOWN OF FRASER BALANCE SHEET DECEMBER 31. 2015 CONSERVATION TRUST FUND ASSETS 20-10100 CASH -COMBINED FUND TOTAL ASSETS LIABILITIES AND EQUITY FUND EQUITY UNAPPROPRIATED FUND BALANCE: REVENUE OVER EXPENDITURES - YTD 12,035.33 BALANCE -CURRENT DATE TOTAL FUND EQUITY TOTAL LIABILITIES AND EQUITY 12,035.33 12,035.33 12,035.33 12,035.33 12,035.33 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 9 TOWN OF FRASER REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 CONSERVATION TRUST FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT REVENUE 20-30-100 CONS TRUST (LOTTERY) PROCEEDS 1,260.98 5,522.90 6,500.00 977.10 85.0 20-30-800 INTEREST EARNINGS 2.22 17.46 15.00 ( 2.46) 116.4 20-30-999 UNASSIGNED FUND BALANCE .00 16,494.97 6,899.00 ( 9,595.97) 239.1 TOTAL REVENUE 1,263.20 22,035.33 13,414.00 ( 8,621.33) 164.3 TOTAL FUND REVENUE 1,263.20 22,035.33 13,414.00 ( 8,621.33) 164.3 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 10 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 CONSERVATION TRUST FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT EXPENDITURES 20-40-910 TRANSFER TO GENERAL FUND 00 10,000.00 .00 ( 10,000.00) .0 20-40-920 TRANSFER TO OTHER FUNDS .00 .00 10,000.00 10,000.00 .0 TOTAL EXPENDITURES .00 10,000.00 10,000.00 .00 100.0 TOTAL FUND EXPENDITURES .00 10,000.00 10,000.00 .00 100.0 NET REVENUE OVER EXPENDITURES 1,263.20 12,035.33 3,414.00 ( 8,621.33) 352.5 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 11 TOWN OF FRASER BALANCE SHEET DECEMBER 31. 2015 CAPITAL EQUIP REPLACEMENT FUND ASSETS 30-10100 CASH -COMBINED FUND TOTAL ASSETS LIABILITIES AND EQUITY FUND EQUITY UNAPPROPRIATED FUND BALANCE: REVENUE OVER EXPENDITURES - YTD 412,321.87 BALANCE -CURRENT DATE TOTAL FUND EQUITY TOTAL LIABILITIES AND EQUITY 412,321.87 412,321.87 412,321.87 412,321.87 412, 321.87 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 12 TOWN OF FRASER REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 CAPITAL EQUIP REPLACEMENT FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT REVENUE 30-30-100 HWY USE TAX PROCEEDS 5,425.21 42,495.37 45,039.00 2,543.63 94.4 30-30-800 INTEREST EARNINGS 117.92 750.84 300.00 ( 450.84) 250.3 30-30-920 TRANSFER FROM UTILITY FUNDS .00 20,000.00 20,000.00 .00 100.0 30-30-999 UNASSIGNED FUND BALANCE .00 465,578.04 464,835.00 ( 743.04) 100.2 TOTAL REVENUE 5,543.13 528,824.25 530,174.00 1,349.75 99.8 TOTAL FUND REVENUE 5,543.13 528,824.25 530,174.00 1,349.75 99.8 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 13 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 CAPITAL EQUIP REPLACEMENT FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT EXPENDITURES 30-40-745 PUBLIC SAFETY FLEET PURCHASE 53,732.85 62,045.35 48,000.00 ( 14,045.35) 129.3 30-40-750 REGULAR FLEET PURCHASE .00 9,039.16 90,000.00 80,960.84 10.0 30-40-755 HEAVY EQUIPMENT PURCHASE .00 .00 20,000.00 20,000.00 .0 30-40-810 LEASE/PURCHASE - PRINCIPAL .00 42,014.94 42,015.00 .06 100.0 30-40-820 LEASE/PURCHASE - INTEREST .00 3,402.93 3,403.00 .07 100.0 TOTAL EXPENDITURES 53,732.85 116,502.38 203,418.00 86,915.62 57.3 TOTAL FUND EXPENDITURES 53,732.85 116,502.38 203,418.00 86,915.62 57.3 NET REVENUE OVER EXPENDITURES ( 48,189.72) 412,321.87 326,756.00 ( 85,565.87) 126.2 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 14 TOWN OF FRASER BALANCE SHEET DECEMBER 31. 2015 CAPITAL ASSET FUND ASSETS 32-10100 CASH -COMBINED FUND TOTAL ASSETS LIABILITIES AND EQUITY FUND EQUITY UNAPPROPRIATED FUND BALANCE: REVENUE OVER EXPENDITURES - YTD 110,536.96 BALANCE -CURRENT DATE TOTAL FUND EQUITY TOTAL LIABILITIES AND EQUITY 110,536.96 110,536.96 110,536.96 110,536.96 110,536.96 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 15 CAPITAL ASSET REVENUE 32-30-100 RESERVED FOR FUTURE USE 32-30-800 INTEREST EARNINGS 32-30-910 TRANSFER IN FROM GENERAL FUND 32-30-999 UNASSIGNED FUND BALANCE TOTAL CAPITAL ASSET REVENUE TOTAL FUND REVENUE TOWN OF FRASER REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 CAPITAL ASSET FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT .00 1,399,453.53 1,420,000.00 20,546.47 98.6 186.90 1,365.30 250.00 ( 1,115.30) 546.1 .00 50,000.00 50,000.00 .00 100.0 .00 671,470.94 667,788.00 ( 3,682.94) 100.6 186.90 2,122,289.77 2,138,038.00 15,748.23 99.3 186.90 2,122,289.77 2,138,038.00 15,748.23 99.3 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 16 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 CAPITAL ASSET FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT CAPITAL ASSET EXPENDITURES 32-40-815 CAPITAL PROJ - STREETS NEW 8,245.35 2,011,752.81 2,138,038.00 126,285.19 94.1 TOTAL CAPITAL ASSET EXPENDITURES 8,245.35 2,011,752.81 2,138,038.00 126,285.19 94.1 TOTAL FUND EXPENDITURES 8,245.35 2,011,752.81 2,138,038.00 126,285.19 94.1 NET REVENUE OVER EXPENDITURES ( 8,058.45) 110,536.96 .00 ( 110,536.96) .0 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 17 TOWN OF FRASER BALANCE SHEET DECEMBER 31, 2015 DEBT SERVICE FUND 40-10100 CASH -COMBINED FUND 574,811.02 40-10290 CASH WITH TREASURER 251.52 40-11100 PROPERTY TAXES RECEIVABLE 80.000.00 TOTAL ASSETS 655,062.54 LIABILITIES AND EQUITY LIABILITIES 40-22210 DEFERRED PROPERTY TAXES 80,000.00 TOTAL LIABILITIES 80,000.00 ter, — 40-27000 RESTRICTED FUND BALANCE 300,000.00 40-27100 UNASSIGNED FUND BALANCE 245,940.84 UNAPPROPRIATED FUND BALANCE: REVENUE OVER EXPENDITURES - YTD 29,121.70 BALANCE - CURRENT DATE 29.121.70 TOTAL FUND EQUITY 575,062.54 TOTAL LIABILITIES AND EQUITY 655,062.54 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 18 TOWN OF FRASER REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 DEBT SERVICE FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT REVENUE 40-30-100 PROPERTY TAX 230.01 79,992.98 80,000.00 7.02 100.0 40-30-200 SPECIFIC OWNERSHIP TAX 390.39 4,621.49 3,000.00 ( 1,621.49) 154.1 40-30-800 INTEREST EARNINGS 133.50 969.62 250.00 ( 719.62) 387.9 40-30-910 TRANSFER IN FROM GENERAL FUND .00 246,550.00 246,550.00 .00 100.0 TOTAL REVENUE 753.90 332,134.09 329,800.00 ( 2,334.09) 100.7 TOTAL FUND REVENUE 753.90 332,134.09 329,800.00 ( 2,334.09) 100.7 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 19 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 DEBT SERVICE FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT 40-40-385 TREASURER'S FEES GO BOND 4.60 1,599.89 2,000.00 400.11 80.0 40-40-810 BOND PRINCIPAL - 02 S&U ISSUE .00 25,000.00 25,000.00 .00 100.0 40-40-811 BOND PRINCIPAL - 98 GO ISSUE .00 45,000.00 45,000.00 .00 100.0 40-40-812 BOND PRINCIPAL - 98 S&U ISSUE .00 180,000.00 180,000.00 .00 100.0 40-40-820 BOND INTEREST - 02 S&U ISSUE .00 5,637.50 5,638.00 .50 100.0 40-40-821 BOND INTEREST - 98 GO ISSUE .00 7,525.00 7,526.00 1.00 100.0 40-40-822 BOND INTEREST - 98 S&U ISSUE .00 35,910.00 35,910.00 .00 100.0 40-40-850 BOND AGENT FEES 1,590.00 2,340.00 3,000.00 660.00 78.0 40-40-910 TRANSFER TO DSF RESERVES .00 .00 25,726.00 25,726.00 .0 TOTAL EXPENDITURES 1,594.60 303,012.39 329,800.00 26,787.61 91.9 TOTAL FUND EXPENDITURES 1,594.60 303,012.39 329,800.00 26,787.61 91.9 NET REVENUE OVER EXPENDITURES ( 840.70) 29,121.70 .00 ( 29,121.70) .0 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 20 TOWN OF FRASER BALANCE SHEET DECEMBER 31, 2015 WATER FUND 50-10100 CASH - COMBINED FUND 1,417,881.95 50-10290 CASH W/TREASURER - COLLECTIONS 2,437.79 50-11500 A/R CUSTOMER SERVICE CHARGES 184,662.33 50-11550 A/R - BILLINGS 104.00 50-16100 LAND 100,000.00 50-16200 BUILDINGS 2,946,174.49 50-16203 WELLS SYSTEM 768,371.74 50-16212 WATER DISTRIBUTION/STORAGE 9,845,211.82 50-16213 WELLS 1,076,740.43 50-16400 EQUIPMENT 353,994.02 50-16500 WATER RIGHTS 19,775.86 50-17900 ACCUMULATED DEPRECIATION ( 3,568,312.67) 50-17901 ACCUMULATED DEPR - BLDGS& IMPR ( 145,747.00) 50-17902 ACCUMULATED DEPR - SYSTEM&IMPR ( 601.534.00) TOTAL ASSETS 12,399,760.76 LIABILITIES AND EQUITY LIABILITIES 50-20775 DUE TO RENDEZVOUS - TAPS 23,100.00 50-20776 DUE TO GRAND PARK - TAPS 15,400.00 50-21100 ACCRUED PTO AND BENEFITS 4,746.10 50-22910 ROAD CUT SURITY FEES 16,100.00 50-22920 BULK WATER SECURITY DEP 5,000.00 TOTAL LIABILITIES 64,346.10 50-27000 COMMITTED FUND BALANCE 460,000.00 UNAPPROPRIATED FUND BALANCE: 50-29800 RETAINED EARNINGS 10,794,683.01 REVENUE OVER EXPENDITURES - YTD 1,080,731.65 BALANCE - CURRENT DATE 11.875.414.66 TOTAL FUND EQUITY 12,335,414.66 TOTAL LIABILITIES AND EQUITY 12,399,760.76 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 21 TOWN OF FRASER REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 WATER FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT LICENSES & PERMITS 50-32-100 EXCAVATION PERMIT FEES TOTAL LICENSES & PERMITS CHARGES FOR SERVICES 50-34-100 CUSTOMER SERVICE CHARGES 50-34-150 PENALTIES & INTEREST 50-34-200 PLANT INVESTMENT FEES 50-34-300 WATER METER SALES TOTAL CHARGES FOR SERVICES MISCELLANEOUS REVENUE 50-36-100 INTEREST EARNINGS 50-36-900 MISCELLANEOUS REVENUE TOTAL MISCELLANEOUS REVENUE OTHER SOURCES & TRANSFERS 50-39-200 GRANTS AND AID FROM AGENCIES 50-39-910 TRANSFERS IN 50-39-999 UNASSIGNED FUND BALANCE TOTAL OTHER SOURCES & TRANSFERS TOTAL FUND REVENUE .00 550.00 275.00 ( 275.00) 200.0 .00 550.00 275.00 ( 275.00) 200.0 195,905.35 783,046.92 760,040.00 ( 23,006.92) 103.0 20.95 3,182.27 1,000.00 ( 2,182.27) 318.2 .00 15,400.00 15,400.00 .00 100.0 15.00 38,433.69 2,000.00 ( 36,433.69) 1921.7 195,941.30 840,062.88 778,440.00 ( 61,622.88) 107.9 298.15 379.00 2,079.13 4,004.70 800.00 ( 2,500.00 ( 1,279.13) 1,504.70) 259.9 160.2 677.15 6,083.83 3,300.00 ( 2,783.83) 184.4 .00 50,000.00 25,000.00 ( 25,000.00) 200.0 .00 .00 50,000.00 50,000.00 .0 .00 766,652.00 720,401.00 ( 46,251.00) 106.4 .00 816,652.00 795,401.00 ( 21,251.00) 102.7 196,618.45 1,663,348.71 1,577,416.00 ( 85,932.71) 105.5 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:07AM PAGE: 22 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31. 2015 WATER FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT ►(9�17tii9:7 50-40-110 SALARIES 17,023.66 184,622.00 185,000.00 378.00 99.8 50-40-210 HEALTH INSURANCE 2,272.67 25,828.91 26,000.00 171.09 99.3 50-40-220 FICA TAX 1,272.67 13,682.17 14,153.00 470.83 96.7 50-40-230 RETIREMENT 645.95 6,217.46 6,500.00 282.54 95.7 50-40-250 UNEMPLOYMENT TAX 50.52 555.20 555.00 ( .20) 100.0 50-40-280 TRAINING PROGRAMS 35.00 394.00 3,000.00 2,606.00 13.1 50-40-290 TRAVEL, MEALS AND LODGING .00 100.30 3,000.00 2,899.70 3.3 50-40-295 MEALS AND ENTERTAINMENT 500.00 650.04 2,000.00 1,349.96 32.5 50-40-310 LEGAL FEES 5,200.00 65,193.25 75,000.00 9,806.75 86.9 50-40-330 ENGINEERING FEES .00 14,272.50 10,000.00 ( 4,272.50) 142.7 50-40-360 COMPUTERS -NETWORKS AND SUPPORT 400.00 5,743.39 6,000.00 256.61 95.7 50-40-370 OTHER PROFESSIONAL SERVICES 590.38 1,074.26 5,000.00 3,925.74 21.5 50-40430 INSURANCE .00 17,084.32 20,000.00 2,915.68 85.4 50-40440 ADVERTISING .00 240.66 500.00 259.34 48.1 50-40-460 SYSTEM REPAIR AND MAINT - PROD 893.25 8,939.01 75,000.00 66,060.99 11.9 50-40-465 SYSTEM REPAIR AND MAINT - DIST 1,131.15 20,465.42 70,000.00 49,534.58 29.2 50-40490 PROFESSIONAL MEMBERSHIPS 80.00 8,625.00 8,000.00 ( 625.00) 107.8 50-40-500 OPERATING SUPPLIES -PRODUCTION 375.03 10,907.16 35,000.00 24,092.84 31.2 50-40-505 OPERATING SUPPLIES-DISTRIB 847.15 36,289.91 25,000.00 ( 11,289.91) 145.2 50-40-510 EQUIPMENT PURCHASE AND REPAIR 76.58 1,073.62 10,000.00 8,926.38 10.7 50-40-520 TESTING 253.48 1,653.92 10,000.00 8,346.08 16.5 50-40-550 POSTAGE & BILLING SUPPLIES 109.50 1,859.50 2,500.00 640.50 74.4 50-40-560 UTILITIES - TELEPHONE 332.74 4,302.60 3,500.00 ( 802.60) 122.9 50-40-562 UTILITIES - ELECTRICITY 3,101.49 30,039.97 55,000.00 24,960.03 54.6 50-40-670 PROP MGMT - FRASER WTP 4.67 1,201.18 3,000.00 1,798.82 40.0 50-40-680 PROP MGMT - MARYVALE WTP .00 426.76 3,000.00 2,573.24 14.2 50-40-690 MISCELLANEOUS EXPENSE 101.68 178.78 2,000.00 1,821.22 8.9 50-40-715 WATER RIGHTS - DIVERSION & DEV .00 6,481.87 15,000.00 8,518.13 43.2 50-40-730 CAPITAL PROJECTS .00 88,657.50 204,000.00 115,342.50 43.5 50-40-760 FRASER FIRMING - CAPPROJ .00 15,856.40 680,000.00 664,143.60 2.3 50-40-930 TRANSFER TO CERF .00 10,000.00 10,000.00 .00 100.0 TOTAL EXPENDITURES 35,297.57 582,617.06 1,567,708.00 985,090.94 37.2 TOTAL FUND EXPENDITURES 35,297.57 582,617.06 1,567,708.00 985,090.94 37.2 NET REVENUE OVER EXPENDITURES 161,320.88 1,080,731.65 9,708.00 ( 1,071,023.65) 11132. FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:08AM PAGE: 23 TOWN OF FRASER BALANCE SHEET DECEMBER 31, 2015 WASTEWATER FUND 55-10100 CASH - COMBINED FUND 3,222,076.28 55-10290 CASH W/TREASURER - COLLECTIONS 1,841.51 55-11500 A/R CUSTOMER SERVICE CHARGES 166,512.51 55-11550 A/R- BILLINGS 53,651.29 55-15950 CAP REPL RES HELD W/JFOC 760,929.23 55-15955 O&M RESERVE HELD W/JFOC 46,920.69 55-16100 LAND 144,320.40 55-16200 SEWER TREATMENT PLANT 3,308,298.56 55-16210 METER BUILDING & IMPROVEMENTS 8,056.39 55-16220 SEWER COLLECTION SYSTEM 10,816,277.19 55-16250 CONSOLIDATED COLLECTION SYSTEM 279,069.00 55-16400 EQUIPMENT 98,106.17 55-17900 ACCUMULATED DEPRECIATION ( 884,726.42) 55-17905 ACCUM DEPR - PLANT/JFOC ( 48,836.52) 55-17910 ACCUMDEPR - SEWER COLLECT-FSD ( 3,629,247.72) 55-17915 ACCUM DEPR-EQUIPMENT ( 42,697.20) TOTAL ASSETS LIABILITIES AND EQUITY 55-21100 ACCRUED PTO AND BENEFITS TOTAL LIABILITIES FUND EQUITY UNAPPROPRIATED FUND BALANCE: 55-29800 RETAINED EARNINGS 55-29820 RETAINED EARNINGS- RESTRICTED REVENUE OVER EXPENDITURES - YTD BALANCE -CURRENT DATE TOTAL FUND EQUITY TOTAL LIABILITIES AND EQUITY 10,048,619.90 807,849.92 4,769.34 4,769.34 14,300,551.36 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:08AM PAGE: 24 TOWN OF FRASER REVENUES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31, 2015 WASTEWATER FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT CHARGES FOR SERVICES 55-34-100 CUSTOMER SERVICE CHARGES 55-34-150 PENALTIES & INTEREST 55-34-200 PLANT INVESTMENT FEES 2,580.95 TOTAL CHARGES FOR SERVICES 1,580.95) MISCELLANEOUS REVENUE 55-36-100 INTEREST EARNINGS 55-36-500 JFF MANAGEMENT FEE 55-36-900 MISCELLANEOUS REVENUE 938,346.29 TOTAL MISCELLANEOUS REVENUE 285,162.29) OTHER SOURCES & TRANSFERS 55-39-999 UNASSIGNED FUND BALANCE TOTAL OTHER SOURCES & TRANSFERS TOTAL FUND REVENUE 163,941.42 643,265.34 637,184.00 ( 6,081.34) 101.0 16.32 2,580.95 1,000.00 ( 1,580.95) 258.1 .00 292,500.00 15,000.00 ( 277,500.00) 1950.0 163,957.74 938,346.29 653,184.00 ( 285,162.29) 143.7 747.60 5,221.79 3,000.00 ( 2,221.79) 174.1 7,250.00 29,000.00 29,000.00 .00 100.0 46,401.29 46,401.29 .00 ( 46,401.29) .0 54,398.89 80,623.08 32,000.00 ( 48,623.08) 252.0 .00 3,011,956.00 2,968,217.00 ( 43,739.00) 101.5 .00 3,011,956.00 2,968,217.00 ( 43,739.00) 101.5 218,356.63 4,030,925.37 3,653,401.00 ( 377,524.37) 110.3 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:08AM PAGE: 25 TOWN OF FRASER EXPENDITURES WITH COMPARISON TO BUDGET FOR THE 12 MONTHS ENDING DECEMBER 31. 2015 WASTEWATER FUND PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT ►(»I90tlj:7 55-40-110 SALARIES 17,243.16 188,296.60 195,000.00 6,703.40 96.6 55-40-210 HEALTH INSURANCE 2,278.54 26,236.54 28,000.00 1,763.46 93.7 55-40-220 FICA TAX 1,289.52 13,956.93 14,918.00 961.07 93.6 55-40-230 RETIREMENT 656.69 6,380.98 7,000.00 619.02 91.2 55-40-250 UNEMPLOYMENT TAX 51.21 566.22 585.00 18.78 96.8 55-40-280 TRAINING PROGRAMS .00 200.00 2,500.00 2,300.00 8.0 55-40-290 TRAVEL, MEALS AND LODGING .00 20.49 2,500.00 2,479.51 .8 55-40-295 MEALS AND ENTERTAINMENT 523.94 618.37 1,000.00 381.63 61.8 55-40-310 LEGAL FEES .00 693.25 15,000.00 14,306.75 4.6 55-40-330 ENGINEERING FEES .00 8,392.00 10,000.00 1,608.00 83.9 55-40-360 COMPUTERS -NETWORKS AND SUPPORT 400.00 4,647.53 6,000.00 1,352.47 77.5 55-40-370 OTHER PROFESSIONAL SERVICES 590.38 1,027.83 10,000.00 8,972.17 10.3 55-40-410 BANK CHARGES .00 .00 100.00 100.00 .0 55-40-430 INSURANCE .00 4,404.60 6,500.00 2,095.40 67.8 55-40-440 ADVERTISING .00 92.62 500.00 407.38 18.5 55-40-460 SYSTEM REPAIR AND MAINT-COLLEC 120.00 75,102.29 130,000.00 54,897.71 57.8 55-40490 PROFESSIONAL MEMBERSHIPS .00 1,525.00 6,000.00 4,475.00 25.4 55-40-500 OPERATING SUPPLIES -COLLECTIONS .00 474.03 5,000.00 4,525.97 9.5 55-40-510 EQUIPMENT PURCHASE AND REPAIR 77.92 358.09 5,000.00 4,641.91 7.2 55-40-520 TESTING .00 .00 1,000.00 1,000.00 .0 55-40-550 POSTAGE & BILLING SUPPLIES 109.50 1,912.92 3,000.00 1,087.08 63.8 55-40-560 UTILITIES -TELEPHONE 117.49 1,671.64 500.00 ( 1,171.64) 334.3 55-40-650 WW TREATMENT CHARGES/JFOC 10,924.05 136,646.78 209,833.00 73,186.22 65.1 55-40-690 MISCELLANEOUS EXPENSE 101.68 165.47 3,000.00 2,834.53 5.5 55-40-730 CAPITAL PROJECTS 38,818.69 108,222.99 370,000.00 261,777.01 29.3 55-40-930 TRANSFER TO CERF .00 10,000.00 10,000.00 .00 100.0 TOTAL EXPENDITURES TOTAL FUND EXPENDITURES NET REVENUE OVER EXPENDITURES 73,302.77 591,613.17 1,042,936.00 451,322.83 56.7 73,302.77 591,613.17 1,042,936.00 451,322.83 56.7 145,053.86 3,439,312.20 2,610,465.00 ( 828,847.20) 131.8 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:08AM PAGE: 26 TOWN OF FRASER BALANCE SHEET DECEMBER 31, 2015 GENERAL FIXED ASSETS ASSETS 91-16100 LAND 730,630.35 91-16200 ADMINISTRATION BUILDING 208,379.39 91-16203 MAINTENANCE BUILDING 57,722.51 91-16208 HOUSE - 400 DOC SUSIE AVE 54,839.27 91-16209 VISITOR CENTER 183,895.00 91-16211 BUSBARN & 105 FRASER AVE HOUSE 100,000.00 91-16250 CHURCH 267,000.00 91-16306 PARKS 367,800.08 91-16311 STREET IMPROVEMENTS 3,439,840.00 91-16312 HIGHWAY 40 PATH 8,872.00 91-16490 EQUIPMENT - OTHER 872,015.00 91-16500 OFFICE EQUIPMENT 57,261.75 91-17900 ACCUMULATED DEPRECIATION ( 2,260,048.61) TOTAL ASSETS LIABILITIES AND EQUITY FUND EQUITY UNAPPROPRIATED FUND BALANCE: 91-29800 INVESTMENT IN FIXED ASSETS 4,088,206.74 BALANCE -CURRENT DATE TOTAL FUND EQUITY TOTAL LIABILITIES AND EQUITY 4,088,206.74 4,088,206.74 4,088,206.74 4,088,206.74 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:08AM PAGE: 27 ASSETS 95-18100 AMOUNT TO BE PROVIDED TOTAL ASSETS LIABILITIES AND EQUITY LIABILITIES TOWN OF FRASER BALANCE SHEET DECEMBER 31. 2015 GENERAL LONG-TERM DEBT 3,131,161.31 95-25050 2002 SERIAL BONDS 360,000.00 95-25060 1998 REVENUE REFUNDING BONDS 2,035,000.00 95-25070 1998 GENERAL OBLIGATION BONDS 475,000.00 95-25200 ACCRUED COMPENSATED ABSENCES 15,677.17 95-25500 CAPITAL LEASES KOMATSU LOADER 245,484.14 TOTAL LIABILITIES TOTAL LIABILITIES AND EQUITY 3,131,161.31 3,131,161.31 3,131,161.31 FOR ADMINISTRATION USE ONLY 100 % OF THE FISCAL YEAR HAS ELAPSED 01/18/2016 09:08AM PAGE: 28 Town of Fraser, Colorado nstry Revised ROM Project Pro -Forma (2015-07-13) - - Annual Savings -. Baseline -. ®: AnnualFees - Total Annual Cash Flow Analysis .. it sh - 1 $57,800 $500 0 7 500 $6,570 ($5,830) 66 540 ($31,257) ($35,282) ($66,539) $1,006,618 1 1 2 $59,534 $515 $0 $7,725 $6,767 ($6,005) $68,536 ($30,199) ($38,337) ($68,535) $968,281 $1 $2 3 $61,320 530 0 $7,957 $6,970 0 $76,777 29,048 ($47,728) ($76,776) $920.,553 1 3 4 $63,160 $546 $0 $8,195 $7,179 $0 $79,081 ($27,617) ($51,463) ($79,080) $869,090 $1 $4 5 $65,054 563 0 $8,441 $7,395 0 81,453 26,073 55,379) ($81,452) $813,711 1 5 6 $67,006 $580 $0 $8,695 $7,616 $0 $83,897 ($24,411) ($59,484) ($83,896) $754,227 $1 $6 7 $69,016 $597 $0 $8,955 $7,845 $0 $86,414 $22,627 $63,786 ($86,413) 690,441 $1 $7 8 $71,087 $615 $0 $9,224 $8,080 $0 $89,006 ($20,713) ($68,292) ($89,005) $622,149 $1 $8 9 $73,219 633 0 $9,501 $8,323 0 $91,676 ($18,664) ($73,011) ($91,675) $549,139 1 9 10 $75,416 $652 $0 $9,786 $8,572 $0 $94,426 ($16,474) ($77,951) ($94,425) $471,187 $1 $10 11 $77,678 672 0 $10,079 $8,830 0 $97,259 ($14,136) ($83,123) ($97,258) $388,065 1 11 12 $80,009 $692 $0 $10,382 $9,094 $0 $100,177 ($11,642) ($88,534) ($100,176) $299,531 $1 $12 13 $82,409 713 0 $10,693 $9,367 0 $103,182 ($8,986) 94,195 ($103,181) $205,335 1 13 14 $84,881 $734 $0 $11,014 $9,648 $0 $106,278 ($6,160) ($100,117) ($106,277) $105,218 $1 $14 15 $87,428 756 0 $11,344 $9,938 0 $109,466 ($3,157) ($105,218) ($108,375) 0 $1,091 $1,105 16 $90,051 $779 $0 $11,685 $0 $0 $102,514 $0 $0 $0 $0 $102,514 $103,619 17 $92,752 802 0 12,035 $0 0 $105,590 $0 0 0 0 $105,590 209,209 18 $95,535 $826 $0 $12,396 $0 $0 $108,757 $0 $0 $0 $0 $108,757 $317,966 19 $98,401 851 0 $12,768 0 0 $112,020 0 0 0 0 $112,020 $429,987 20 $101,353 $877 $0 $13,151 $0 $0 $115,381 $0 $0 $0 $0 $115,381 $545,367 21 22 23 24 25 26 27 28 29 30 * Compliance check with Colorado Revised Statute Title 29 to ensure annual cash flow is positive by a minimum of $1.00 i111Sf!'�1' Lila Of Ydur 8urlding Town of Fraser - Revised ROM FIM Summary July 13, 2015 FIM Name Fadlity FIM Description Benefits Total Construction Cost* Annual Utility Savings Annual Operational Savings Elevated Baseline Credit Total Annual Savings Potential.. Incentives Net Cost (After IncentivesAnnual Capital Infusion) Simple Payback (Years)*** Insulate exposed hot water piping in Town Hall with International Energy This measure will lower heating energy costs by reducing the heat lost from Conservation Code (IECC) compliant fiberglass pipe insulation. exposed hot water piping to the surroundings. This measure will also improve HW Pipe Insulation Town Hall occupant comfort by helping to reduce overheating issues in the building during $5,000 $300 $0 $0 $300 $0 $0 $5,000 N/A warm periods of year while also protecting occupants from potential burning. Replace non -programmable thermostats with programmable or occupancy sensing This measure will improve occupant comfort and reduce energy costs by Programmable Thermostats ToF - Community Center, Public Works thermostats, and adjust existing programmable thermostats for optimal optimizing the space temperature setpoint during occupied and unoccupied $3,000 $300 $0 $0 $300 $0 $0 $3,000 10.0 Facility, Town Hall, Visitor Center performance. periods. Upgrade the existing lighting systems to high -efficiency Light Emitting Diode (LED) LEDs use less energy than fluorescent, mercury vapor, metal halide and halogen lighting technology including the Town -owned exterior security and decorative fixtures and last significantly longer. Lower energy use means reduced electric ToF - Bus Barn, ToF - Community lighting fixtures. utility costs. The longer life associated with modern LED fixtures means reduced Center, Town -owned Lighting, Fraser maintenance time and expense. The warranty for the new LED fixtures will be 10 LED Lighting Water Treatment Facilities, Lions Park, Since the ROM Presentation, we have removed the proposed LED Lighting years (parts only, does not include labor). By implementing a comprehensive $90,000 $6,200 $900 $0 $7,100 $6,100 $0 $83,900 11.8 Maryvale Water Treatment Facilities, upgrades at the WWTP from the project, as it was not financially viable to Town -wide LED lighting retrofit, the Town of Fraser will be able to improve the Public Works Facility, Town Hall, Visitor implement at this time. overall look and consistency of the lighting in its facilities and also reducing the Center number of fixtures in the maintenance inventory. Town of Fraser Facilities Subtotals $98,000 $6,800 $900 $0 $7,700 $6,100 $0 $91,900 11.9 This is an alternate to recommended base WWTP Aeration/Mixing measure. This The primary benefit of this measure is a reduction in energy use at the WWTP. measure consists of replacing the existing mixers and blowers with a dry -pit jet This measure will also eliminate the need to operate the existing blowers and mixing and aeration system. The existing digester blowers and mixers would be lighting mixers which have been problematic in the past. While this measure is replaced as part of the measure. The jet mixing/aeration system provides more expensive than the Membrane Disc diffusers, it provides increased energy Aeration/Mixing Upgrades -Jet Mixing & WWTP independent mixing and aeration for the digesters. A stainless steel manifold sits savings and also reduces the long term maintenance at the plant by renewing the $650,000 $45,000 $5,670 $0 $50,670 $0 $0 $650,000 12.8 Aeration inside the digesters but the jet pumps and blowers will be located outside of the life cycle of the equipment serving the digesters. digesters to simplify service and maintenance. Install a 100 kW solar photovoltaic (PV) array at the Waste Water Treatment Plant Solar PV systems are a renewable energy source that converts the sun's energy (WWTP). The solar array will be a ground -mounted system located between the into electricity. two lagoons to minimize visibility from the surrounding area. Solar PV - 100kW Array WWTP The size of the PV Array was decreased since ROM to allow for other capital $510,000 $11,000 $0 $0 $11,000 $210,000 $0 $300,000 N/A intensive measures to be implmented at the WWTP. Additional capital infusion can be applied to the project to increase the array size without impacting the target finance period of 15 years. Install buffer tanks to mitigate the impact of peak I&I flows on the WWTP. This measure will reduce the need to operate additional equipment at the WWTP during peak I&I seasons. After further investigation, it has been determined that implementing this measure will increase energy consumption/costs at the WWTP due to the addition of a new bubbler. In order for the overall project to finance within a 15 year period, this increase in energy costs will need to be offset through an elevated Flow Equalization Tanks WWTP baseline and capital infusion as depicted in the values to the right. $280,000 ($7,500) $0 $7,500 $0 $0 $280,000 $0 N/A Eliminating this measure along with the following measure, "Process Flexibility Upgrades", will result back to a self-funded project with little to no capital infusion or elevated baseline requirement. The WWTP has two (2) 55 ft. diameter clarifiers that are designed for a hydraulic Construction of the splitter box will facilitate the use of one aeration basin and two capacity of 2.8 MGD. The WWTP has two trains. Each clarifier is designed to clarifiers under peak I&I conditions, thus eliminating the unnecessary use of receive mixed liquor from one train without the ability to cross -feed. Currently, the equipment and energy associated with the use of a second aeration basin. This WWTP operates 1 train for approximately 8 months each year, and two trains are measure will also provide increased operation flexibility by allowing either train to operated the remainder of the year to treat increased flow from Inflow and serve either clarifier. Process Flexibility Upgrades WWTP Infiltration (I&I). Two trains are required for 4 months of the year due to the $100,000 $3,000 $0 $0 $3,000 $0 $100,000 $0 N/A hydraulic limitations of a single clarifier to handle the increased flows. This limitation can be easily overcome by constructing a splitter box upstream of the existing clarifier influent with the ability to receive mixed liquor from both aeration WWTP Subtotals Grand Total * ---- Ae. i.... ......e.. - 111b basins and convey the flow to either or both clarifiers. $1,540,000 000 $51,500 $58,300 $5,670 $6,570 $7,500 $7,500 $64,670 $72,370 $210,000 $216,100 $380,000 $380,000 $950,000 $1,041,900 14.7 14.4 ...4.e..... -1-A ...... Al...II .-A ........ -ill A...... k- 11 TM. A-1 ........�.-.vA .-......e ..F •. ...L ** Incentives are contingent on final approval from providers. Amounts shown are for reference only. *** N/A depicts a capital measure or project related costs which are not driven by utility and/or operational savings. Confidential and Proprietary Sheet 1 of 1 TOWN OF FRASER - CHALLENGES FACING HOUSING Water and Sewer Tap Fee Analysis of 14 Colorado Mountain Town Communities Town Median Household Income Rank Hi to Low Median Real Estate Value Rank Hi to Low Affordability And Tap Fees Water/Sewer Rank Hi Tap Fees as a Tap Fees to Low % of Med HHI Rank Hi Tap Fees as a % to Low of Med R/E Val Rank HI to Low Fraser $47,000 13 $250,000 10 $15,000 4 31.9% 3 6.0% 3 Granby $60,000 6 $205,000 13 $14,810 6 24.7% 6 7.2% 1 Kremling $45,000 14 $205,000 13 $11,700 10 26.0% 5 5.7% 4 Winter Park $65,000 4 $360,000 8 $23,100 1 35.5% 1 6.4% 2 Grand County 9.3 11 5.3 3.75 2.5 Glenwood Sp s $57,000 8 $405,000 7 $11,344 11 19.9% 9 2.8% 12 Carbondale $67,000 3 $475,000 3 $10,870 12 16.2% 12 2.3% 14 Rifle $53,000 11 $255,000 9 $12,575 8 23.7% 7 4.90/. 5 Garfield County 7.3 6.3 10.3 9.3 10.3 Steamboat Sp s $65,000 4 $500,000 2 $11,847 9 18.2% 11 2.37% 13 Craig $52,000 12 $235,000 11 $6,680 14 12.8% 14 2.84% 10 Hayden $55,000 9 $220,000 12 $7,200 13 13.1% 13 3.27% 8 Moffat and Routt Counties 8.3 8.3 12 12.7 10.3333 Breckenridge $55,000 9 $450,000 5 $17,950 2 32.6% 2 3.99% 7 Eagle $75,000 1 $410,000 6 $17,000 3 22.7% 8 4.15% 6 Silverthorne $68,000 2 $460,000 4 $13,000 7 19.1% 10 2.83% 11 Dillon $56,000 7 $521,000 1 $15,000 4 26.8% 4 2.9% 9 Eagle and Summit Counties 4.8 4.0 4.0 4.8 8.3 *Median value includes all homes in the community Summary: 1. Fraser's Median Household Income is next to last of the 14 communities evaluated 2. Fraser's Median Real Estate Value came in 10th ranking one of the lowest 3. Fraser's Water & Sewer Tap Fee is the 4th highest out of the 14 communities evaluated 4. Fraser's Water & Sewer Tap Fee is the 3rd most costly when compared to Median Household Income of the community 5. Fraser's Water & Sewer Tap Fee is the 3rd most costly when compared to Median Real Estate Values of the community Tap Fees Page 1 of 2 TOWN OF FRASER - CHALLENGES FACING HOUSING Water and Sewer Service Fees of 14 Colorado Mountain Communities Town Base Fee Service Fees on a MONTHLY basis Water Sewer Monthly Usage Charge per 1000 Base Fee Usage Charge Total Base Fee Base Fee Rank Hi to Low Consumption at 6K gallons Total w/ Consumption Fraser $51.00 $1.50 per 1000 $45.83 $96.83 14 $9.00 $105.83 Granby $44.92 None indicated $48.72 $93.64 13 $93.64 Kremling Not Found Not Found $39.00 $39.00 2 $39.00 Winter Park $33.50 $3/1000 gallons > 4000 gallons $36.00 $69.50 10 $6.00 $75.50 Grand County $32.35 $42.39 $74.74 $3.75 $78.49 Glenwood Spgs $23.33 $1.70 per 1000 $46.33 $69.67 11 $10.20 $79.87 Carbondale $3.76 $3.84 per 1000 $5.03 $6.00 per 1000 $8.79 1 $23.04 $31.83 Rifle $25.20 Undisclosed $40.71 $65.91 8 $65.91 Garfield County $17.43 $30.69 $48.12 $11.08 $59.20 Steamboat Spgs $21.84 $2.30 1000-4000; $3.45 5000-12000 $42.57 $64.41 5 $20.70 $85.11 Craig $28.50 $2.90 per 1000 $28.00 $2.90 per 1000 $56.50 4 $34.80 $91.30 Hayden $37.58 $3.61 6000-12000; $4.11 >12000 $30.75 $68.33 9 $3.61 $71.94 Moffat and Routt Counties $29.31 $33.77 $63.08 $19.70 $82.78 Breckenridge $38.45 $5.25 per 1000 above 10000 gallons $26.00 $64.45 7 $0.00 $64.45 Eagle $29.10 $5.45 6001-28000 gallons $44.00 $73.10 12 $0.00 $73.10 Silverthorne $13.62 $1.35 for 0-15000 gallons calculated quarterly $31.32 1 $44.941 3 $8.101 53.04 Dillon $23.30 $5.50 0-6,000gallons; $6.55 6000-10000; $8.05 > 10000 $41.20 $64.50 6 $33.00 $97.50 Eagle and Summit Counties $26.12 $35.63 $61.75 $10.28 $72.02 Summary: 1. Fraser has the highest TOTAL Base Fee of all 14 communities evaluated 2. Fraser has the highest Base WATER fee of all 14 communities evaluated 3. Fraser has the 3rd highest Base SEWER fee of all 14 communities evaluated 4. Fraser has the highest Total Fee when assuming consumption of 6,000 gallons of water per month Water & Sanitation Mill Levies W&S Mill City Levies Fraser 0 0 2.273 7.04 13.951 0 0 0 0 0 0 0 0 0 0 0 0 0 Granby Kremling Winter Park Ski Area WP - Grand County One Glenwood Spgs Carbondale Rifle Garfield County Steamboat Spgs Craig Ha den Moffat and Routt Counties Breckenridge Eagle Silverthorne Dillon Eagle and Summit Counties Service Fees Page 2 of 2 R Leading the Way Housing Ladder is Key to Denver's Continued Growth what elements of our current vibrancy do you think will have the most impact on our future? 1B: Denver and the metro area have so much going for them. Mayor Hancock's vision for downtown and the airport culminated by the airport cities and growth in the metro area have created what many call nodes linked by transportation. Nodes such as downtown Denver, the Denver Tech Center, Au- rora Medical Center, Arvada and points beyond now linked by significant transportation including light rail and the new In- terstate 70 redevelopment just getting started. The collabora- tion between multiple city leaders has set the stage for smart growth that will keep it pleasurable to live here. I've lived in Arvada for nearly 30 years and the possibility of having my morning coffee in Old Town and hopping on the light rail to downtown is fantastic! One of our opportunities is to resolve the congestion to the access of our biggest asset as a region - the mountain areas and, specifically, the west -bound I-70 access thereto. Let's face it, beyond our strong and diversified business cli- mate, it's our recreation resources that give us a big advan- tage and reason people want to live here. We have to solve the transportation challenges there. 1S: Colorado and the Front Range, in particular, have seen tremendous growth and new construction in the past few years. Coming out of the recession, what is the state of the construction industry and can you speak to the construction cost increases you are seeing in the market? JB: Construction costs increases are a factor of supply and demand and I think it will be a short-term issue. During the recession, we saw a great loss of labor and talent in the trades due to a drop off in construction activity. The protracted duration of the recession resulted in those work- ers leaving this profession to seek other job opportunities. I don't think we'll ever get them back So now, we have an op- portunity to train new workers for a variety of construction trades. The benefit to the current construction growth is that the industry has good jobs to offer both new and seasoned workers, which builds industry expertise and headcount. Un- til the building cycle tapers and/or labor resources meet the demand, we'll see construction pricing on an upward path. JS: Looking to the future, what do you see as our greatest challenge? JB: Denver seems to be at the epicenter of the national scene. We have seen and continue to see a large increase in 22 / BUILDING DIALOGUE / SEPTEMBER 2015 we are seeing currently is just not realistic for the millennials who are maybe three to five years into their careers and finding real estate prices out of reach. We are missing affordable housing options that are between rental and single-family home prices - we're miss- ing housing product in the $200K to $250K range, for instance. One of the answers is condos and owned affordable prod- uct. In the last 10 years, we really haven't seen any new condo development. This leaves a huge gap in the housing options ladder. We have to solve the legal framework that increases condo construction risk and makes it too expensive to embark upon. Developers won't develop condos. Contractors won't build them and architects won't design them. Affordable housing is key to the sustainability of growth in Denver. We are at our strongest when we have conditions that help young people grow up, get educated, have robust job opportunities, and can live and own real estate in the urban corridors. We have all of the above except the latter. This is a critical challenge for our future. It is the housing ladder topic that spawned a conversation with Chris Waggett, CEO of D4 Urban and chairman of Tran- sit Alliance. 1S: Pertaining to the housing stock, specifically at affordab price range, what do you see as implications from the lack of entry-level ownership options? CW:1 moved here nine years ago, so I'm one of the many w migrated to Denver. We love the lifestyle, the opportunity,' business climate, openness to newcomers and the prospE of Denver's growth we've witnessed in the last nine years. It's been fas- cinating to watch the pendulum swing from employees in 2006 to employer in the downturn, and now back to the employee. Talent is criti- cal to our future and the good news is that we have lots of talent here and new talent moving here. Talent moves j to where it wants to be and employers i follow that educated talent. The symbi- osis of talent and employers is importChris - ant to Colorado's economic engine. FOLI Right now we have lots of rental op- tions for young workers and then nothing A between multifamily rental and single-family homes, whose price tags are either out of reach for most young professionals or are located in suburban locations that they don't aspire to move to until they have families. Condominium construction is virtually nonexistent, so we have a both an affordability and housing product gap. This gap is the result of constrained supply, which increas- es pricing, and we are simply pricing ourselves out of the af- fordable range. Key competitors like Dallas, Phoenix and Salt Lake City have relatively affordable median house prices of $165K to $175K compared to Denver's at $330K and an average cations to Colorado in terms of being an attractive place for their workforce to live. The ability to offer our young talent and our retiring baby boomers a full spectrum of affordable urban and suburban housing product types is critical to our future. I'm concerned that without it, we will see impacts on migration to Den- ver -metro region and an exodus from these two populations in search of affordable housing opportunities. Lack of housing affordability will be a headwind to growth - both economic and population. Loss of population will reduce our tax base and will impact our ability to attract businesses that seek tal- ent, all of which could put us at risk in terms of continued prosperity and also in an economic downturn. We have an opportunity to look to the future and prevent a loss of young, educated talent in the next generation by offer- In Leading the Way ing common sense construction defects reforms that would stimulate condo development as an affordable economic pathway to home ownership and close the housing gap. Fur- thermore, focusing that development around transit is "smart growth" and what was promised to, and endorsed by, the vot- ers in FasTracks and the expansion of RTD's light-rail system. It's actually the only way that we can prudently manage pop- ulation growth and preserve our quality of life. The business and population growth that is going on in Colorado right now is amazing and it's enabled us as a region to achieve what we are today. However, we need to be proac- tive to solve the housing affordability and options problem and it requires leadership from the state, cities and regional leaders - without a collaborative effort, rm concerned that t e housing affordability and opportunity issue could derail our positive growth and our regional prosperity. It's just another reason why the Metro Mayors Caucus has been unanimously imploring the state to act on this issue as they know the im- pact it's having in their communities now and going forward. Finally, our first project is a market -rate affordable product at Alameda Station, known as Denizen. We are currently col- laborating with Medici Communities to develop a tax credit affordable product on our mixed-use Bus Barn site, west of Alameda Station, that will be connected to it via pedestrian bridge. We would dearly like to be developing condominium product next for first-time homebuyers, but current legislative realities make this a challenging proposition. \\ ers Construction built the Triangle Building adjacent to Union Station. Photo courtesy Saunders Construction SEPTEMBER 2015 \ BUILDING DIALOGUE \ 23 top of mind MARKET PULSE Home sales are outpacing last year's sales, but tight inventories and mortgage underwriting continue to weigh on the market. First-time buyers are slowly emerging but make up just 30 percent of buyers, down from historical norms of around 40 percent. SUPPLY & DEMAND All trend lines are from August 2014 to August 2015. 1 1, • Seasonally adjusted annual rate, which is the actual rate of sales for the month. multiplied by 12 and a*sted for seasonal sales differences. 2014 data reflects final seasonal adjustments. • ' Number of existing homes on the market at the end of the month. National median. UPS AND DOWNS OF HOME PRICES AND INCOME Equilibrium between home prices and household income helps keep the housing market stable, although the two rarely line up. Since early 2014, the gap has been widening but at a more modest pace than in previous vears as home price eains have slowed. 15 �— We—Rome Price --�— Median Household 12 l- Income u..wn�cnr¢el 9 / A 1 Il 6` 3 Source: NAR Research Why Renters Can't Make the Move C� Lawrence Yun is NAR chief economist. In August, rents spiked 3.6 percent over the same time a year earlier, the fastest pace since 2008. As rental vacancy rates fall across most parts of the country and more jobs are created, they will continue to jump further. This trend is both good news and bad news. Naturally, people collecting rents are thrilled with the gains they're seeing. Both large apartment investors and mom-and-pop landlords are enjoying the best conditions they've seen in years. As REALTORS'', many of you are among the biggest beneficiaries; our surveys indi- cate about a third of you own investment property. Of course, renters don't like forking over more money to be tenants. That's why, when rents rise strongly, it creates demand for home buying. But that isn't happening this time. In fact, the share of first-time buyers, who typically lead the move from renting to owning, continues to hover at near 30 -year lows. Rising rents are making it difficult for potential first-time buyers to become owners, especially since rent increases are outpacing wage gains. That means more of a tenant's income is being eaten up in rent, making it harder to save for a down payment. The weak wage growth is a conse- quence of decade-long subpar economic growth. Historically. U.S. gross domestic product grows at a 3 percent annual rate. But since the recession, growth has been averaging only 2.2 percent. A decrease of 0.8 percentage points might sound small but, in an economy of $18 trillion, it has a significant, cumulative impact. Meanwhile, home prices are rising, in large part because builders aren't adding new homes for sale at a rate matching demand. Only 5 million single-family and apartment homes have been built in the last five years, even though 12.5 million jobs have been added during that period. The lag in construction represents good and bad news. It's helping to keep rents and home prices up, but it's making home ownership more difficult as tenants struggle to save for the down payment they'll need to buy an increasingly costly home. While the construction outlook is unclear, until builders contribute to the overall housing stock at a more normal pace, home prices and rents will continue to rise. 12 REALTOR' NOVEMBER/DECEMBER 2015 REALTORMAG.REALTOR.ORG f A Dream Too Far Owning a home is a key rung on the ladder of economic advancement. What happens if that rung remains elusive for many? By Meg White It's been almost a year since the gap Policy Center. And an uneven recovery and further out of reach" he says, noting between America's wealthiest and has only exacerbated the divide. While the the correlation between low home own - m ddle:income famiUesleached.itshighest—stock market -rebounded for investors—the—ership levels and high wealth inequality-- level on record. The Pew Research Center latest tumult notwithstanding—many "They're joined at the hip. They perpetuate found the median net worth of the nation's current and former home owners are still each other." upper-income families ($639,400) was almost seven times that of middle-income families ($96,500), making for the widest wealth disparity since the Federal Reserve began collecting such data. The situation was ten times worse for the families earn- ing too little to enter the middle income bracket, with a 70 -to -1 ratio separating them from high-income families. Paul Weech. CEO of NeighborWorks, a national coalition of local affiliates working to support affordable housing and com- munity development, has been watching this gap for decades. "We've always had inequality in this country [but] the macro data has shown a growing gap," he says. "It's a fact that more and more of the wealth is flowing to fewer people." For those who care about maintaining a high home ownership rate, it's a trouble- some trend, says National Association of REALTORS s, Chief Economist Lawrence Yun. "It's certainly not in the interest of broader America, and it's something that everyone should be concerned about." A Vicious Cycle Though no one was immune to the Great Recession, its impact was felt far more acutely by lower-income Americans than those with more wealth. "The housing boom and bust really did widen wealth inequality:' says Laurie Goodman, director of The Urban Institute's Housing Finance dealing with fallout dating back to 2008. Some positive economic indicators are not as reassuring as they once were. Chris Herbert, managing director of Harvard's Joint Center for Housing Studies, notes that even though the unemployment rate has decreased significantly, many of the gains have been in low-wage, part-time jobs with few benefits. "There's still a lot of underemployment," Herbert says. "A 5 percent unemployment rate is not what it used to be." One of the most common ways for Americans to move up the economic ladder and invest in other wealth - generating activities—such as the stock market, paying for advanced educational opportunities, or starting a business—is by leveraging equity they have in their homes. "We traditionally have been huge sup- porters of home ownership," says Weech. "We see it as a way to provide stability for households but also as an asset -building strategy." John Taylor, CEO of the National Com- munity Reinvestment Coalition, an associ- ation of about 600 organizations focused on improving access to private capital in underserved communities, agrees that those who lack the opportunity to become home owners have a weakened ability to reinvest their wealth. "If you continue to be a renter, locked out of the home ownership arena, increasingly those things are further In the second quarter of this year, the home ownership rate fell to 63.5 percent, its lowest level since 1967 In particular, the relative scarcity of first-time buyers sug- gests continuing challenges for an industry that relies on a continual move -up trend. "If people cannot make that first step into their starter home, it stops the whole chain reaction," Yun says. "For a home owner in the upscale neighborhood, who are the future buyers?" Opening the Credit Box Many would-be buyers are still unable to take advantage of home affordability— fostered by low interest rates—because they can't secure mortgage approval. They entered the market on the wrong side of the "buy low, sell high" equation, and now they're locked out. "They suffered dispro- portionate losses," says Goodman. "Now, we see mortgage credit being unavailable exactly when it would be the most useful." Goodman says pilot programs that use less traditional credit -scoring factors— such as allowing farnily members who are not on the deed to contribute to the overall tally of household wealth and counting utility, cell phone, and rent bills toward payment history—can help correct this. "Right now if you don't pay utility bills on time it hurts you, but if you do, it doesn't help," she says. "This will allow [companies such as Vantage and FICO] to score a lot 16 16 REALTOR' NOVEMBER/DECEMBER 2015 REALTORMAG.REALTOR.ORG IF more people than before." Goodman also favors a closer focus on overall employment history, rather than a person's longevity with a single employer. "Take someone who's had three jobs over the last three years but has been steadily employed. That person wouldn't be able to get a mortgage [under current rules]," she says. "Rethinking those types of issues is To ensure lower- and middle-income Americans have access to nonpredatory loans, Taylor says, the federal government needs to strengthen the Community Reinvestment Act. The 1977 law aims to ensure banks serve the credit needs of everyone in the communities where they work. The Federal Reserve Board enforces the rule, but Taylor says banks have found loopholes, such as closing branches in low-income areas. Taylor also describes a sophisticated game of hot potato, where bank A sells a mortgage that satisfies CRA requirements to bank B just in time for bank B's CRA inspection. Then bank B turns around to sell the same qualifying loan to bank C for the same reason, so they're all using one loan to secure passing grades. "Frankly, it's pretty sad," he says. Building More Homes Another approach to improving access is to increase the supply of affordable homes. In September, NAR released a study that found new -home construction was not keeping pace with job growth in two-thirds of the 146 metro areas it studied. Increased tax incentives for builders of low- and moderate -income housing could help, but that alone won't solve the problem. The crunch is partly a result of slow permitting. "Many local and state officials are not providing what the builders are requesting," he says. "Approving more permits will allow more building." Taylor says he has spoken with major home builders who want to alleviate the inventory crunch but can't due to per issues. "A lot of cities and towns don't nec- essarily want to build moderate -income homes," Taylor says, but fie predicts the Supreme Court's recent ruling upholding the validity of disparate impact claims under the Fair Housing Act will make it harder for municipalities to hamper only going to take the federal government suing the first three or four towns and emptying out their coffers before they all come up with [low- and moderate -income housing] initiatives." Such initiatives are likely to benefit local economies in the long-term. A recent Harvard University study found that when low-wage workers are forced to migrate to lower-cost areas, the cities they leave be- hind stagnate. So without affordable hous- ing, cities such as San Francisco will find it difficult to maintain a balanced workforce. "It undermines the ability of metro areas to grow," Herbert says. "Not everyone can be a software developer. Somebody has to be doing all the other jobs that need to be done in that economy. The Bay Area would be growing much faster if it didn't have this problem." Some problems go far deeper. Dysfunc- tion in the public education and criminal justice systems weighs more heavily on the poor. The housing and mortgage industries can do little to alleviate these deep-seated societal challenges. "The thing about the credit issues is that they're solvable;' Goodman says. "You work on what you can fix." But Taylor says policy makers should be paying attention to how these dilemmas are affecting people's ability to own a home. "The 48 -year low in home ownership ought to be the canary in the coal mine letting Wall Street and banks and others know we're reaching a tipping point:' REALTORMAG.REALTOR .ORG REALTOR' NOVEMBER/DECEMBER 2015 17 Town of Fraser Graduated Tap Fee Analysis Livable Square Water % of Sewer % of Footage Tap Fee Current Tap Fee Current < 1,000 s.f. $3,500 $2,500 1000 < 1,500 s.f. $5,250 $3,750 1500 < 2,000 s.f. $5,750 $4,250 2000 < 2,500 s.f. $6,250 $4,750 2500 < 3,000 s.f. $6,750 $5,250 3000 < 3,500 s.f. $7,250 $5,750 3500 < 4,000 s.f. $7,750 $6,250 4000 < 4,500 s.f. $8,250 $6,750 4500 < 5,000 s.f. $8,750 $7,250 5000 < 5,500 s.f. $9,250 $7,750 5500 > 5,500 s.f. $1 per s.f. for each s.f. over 5,500 for each fee plus <5,500 s.f. tap fees For Example: A 10,000 s.f. home's tap would would total $26,000 (9,250+7,750+4,500+4,500) ** Note - Breckenridge (location based), Steamboat Springs, & Carbondale (fixture based) have variable water & sewer rates Town of Fraser Water Rates and Tap Fee History * With usage charge of $1.50 per thousand gallons Water Water Sewer Sewer Fraser Firming Year Rates % Chnge Tap Fee Rates %Chnge Tap Fee Fee 1999 $ 2,000 $ 4,000 2000 $ 2,000 $ 4,000 2001 $ 46.05 - $ 6,000 $ 51.00 - $ 4,000 2002 $ 58.80 28% $ 6,000 $ 52.00 2% $ 4,000 2003 $ 61.50 5% $ 6,000 $ 52.50 1% $ 4,500 2004 $ 75.00 22% $ 6,000 $ 78.00 49% $ 6,500 2005 $ 80.50 7% $ 6,500 $ 78.00 - $ 6,500 2006 $ 90.00 12% $ 6,700 $ 78.00 - $ 6,500 2007 $ 99.00 10% $ 6,900 $ 78.00 - $ 6,500 2008 $ 110.00 11% $ 7,500 $ 90.00 15% $ 7,300 2009 $ 115.00 5% $ 7,700 $ 105.00 17% $ 7,500 2010 $ 119.00 3% $ 7,700 $ 121.00 15% $ 7,500 2011 $ 115.00 * -3% $ 7,700 $ 129.00 7% $ 7,500 2012 $ 115.00 * - $ 7,700 $ 129.00 - $ 7,500 2013 $ 125.50 * 9% $ 7,700 $ 131.00 2% $ 7,500 2014 $ 135.50 * 8% $ 7,700 $ 141.00 8% $ 7,500 $ 14.12 2015 $ 145.50 * 7% $ 7,700 $ 131.00 -7% $ 7,500 * With usage charge of $1.50 per thousand gallons A Comparison Of New Building Fees Within The Town Of Fraser Versus Within Grand County Only Using The Willows Unit 6 As An Example Description Property Facts Residential statistics: - F Dwelling finished s.f. 1630 Unfinished basement s.f. 1161 Garage s.f. 337 Deck s.f. 167 Valuation $ 280,554.90 Fees: 600.00 Town of Winter Park (250.00) Permit review and administration fee Town of Fraser $ Use tax $ Water PIF Sewer PIF $ Water meter, 3/4" $ Driveway permit fee $ East Grand Fire Impact fee Town of Fraser $ 3,137.64 $ 5,611.10 $ 7,700.00 $ 7,500.00 $ 850.00 $ 50.00 $ 483.00 $ 25,331.74 Grand County Permit review and administration fee Various entities Sales tax on materials Water tap (private) Sewer tap (private) Water meter, 3/4" at cost Driveway permit fee (GC) Similar fire -protection district Impact fee Key: * = Per actual checks and paperwork. t = Per Yuko, Community Development Administrator, Grand County Building Department. f = Developer estimated figures. F = Eliminates the double -up of sales/use taxes which should be complimentary. Grand Fay./(Unf.) County Variance $ 1,515.22 t $ (1,622.42) $ - F $ (5,611.10) $ 3,500.00 f $ (4,200.00) $ 1,200.00 f $ (6,300.00) $ 600.00 $ (250.00) $ 125.00 t $ 75.00 $ 5,425.00 $ 483.00 $ - $ 7,423.22 $ (17,908.52) TOWN OF FRASER - CHALLENGES FACING HOUSING Water and Sewer Tap Fee Analysis of 14 Colorado Mountain Town Communities Town Median Household Income Rank Hi to Low Median Real Estate Value Rank Hi to Low Affordability And Tap Fees Water Tap Rank Hi Sewer Tap Fees to Low Fees Rank Hi to Low Total Water/Sewer Tap Fees Rank Hi to Low Fraser $47,000 13 $250,000 10 $7,500 4 $7,500 5 $15,000 4 Granby $60,000 6 $205,000 13 $6,310 11 $8,500 4 $14,810 6 Kremmling $45,000 14 $205,000 14 $6,700 8 $5,000 9 $11,700 10 Winter Park $65,000 5 $360,000 8 $11,550 1 $11,550 2 $23,100 1 Grand County 9.5 11.25 6.0 5.0 5.3 Glenwood Sp s $57,000 7 $405,000 7 $7,165 6 $4,179 11 $11,344 11 Carbondale $67,000 3 $475,000 3 $6,450 9 $4,420 10 $10,870 12 Rifle $53,000 11 $255,000 9 $6,193 12 $6,382 7 $12,575 8 Garfield County 7.0 6.3 9.0 9.3 10.3 Steamboat Sp s $65,000 4 $500,000 2 $7,697 3 $4,150 12 $11,847 9 Craig $52,000 12 $235,000 11 $4,290 14 $2,390 14 $6,680 14 Hayden $55,000 10 $220,000 12 $4,800 13 $2,400 13 $7,200 13 Moffat and Routt Counties 8.7 8.3 12 Breckenridge $55,000 9 $450,000 5 $6,366 10 $11,584 1 $17,950 2 Eagle $75,000 1 $410,000 6 $7,000 7 $10,000 3 $17,000 3 Silverthorne $68,000 2 $460,000 4 $7,200 5 $5,800 8 $13,000 7 Dillon $56,000 8 $521,000 1 1 $8,438 2 $6,528 6 $14,966 5 Eagle and Summit Counties 5.0 4.0 1 6.0 4.5 4.3 `Median value includes all homes in the community Summary: 1. Fraser's Median Household Income is next to last of the 14 communities evaluated 2. Fraser's Median Real Estate Value came in 10th ranking one of the lowest 3. Fraser's Water & Sewer Tap Fee is the 4th highest out of the 14 communities evaluated 4. Fraser's Water & Sewer Tap Fee is the 3rd most costly when compared to Median Household Income of the community 5. Fraser's Water & Sewer Tap Fee is the 3rd most costly when compared to Median Real Estate Values of the community Tap Fees 11m e I o['4 TOWN OF FRASER - CHALLENGES FACING HOUSING Water and Sewer Service Fees of 14 Colorado Mountain Communities Summary: 1. Fraser has the highest TOTAL Base Fee of all 14 communities evaluated 2. Fraser has the highest Base WATER fee of all 14 communities evaluated 3. Fraser has the 3rd highest Base SEWER fee of all 14 communities evaluated 4. Fraser has the highest Total Fee when assuming consumption of 6,000 gallons of water per month Water & Sanitation Mill Levies W&S Mill Citv I Levies Fraser 0 0 2.273 7.04 13.951 0 0 0 0 0 0 0 0 0 0 0 0 0 Service Fees on a MONTHLY basis Kremling Winter Park Ski Area WP - Grand County One Glenwood Spgs Carbondale Rifle Water Sewer Total Base Base Fee Rank Consumption Total w/ Town Base Fee Monthly Usage Charge per 1000 Base Fee Usage Charge Fee Hi to Low at 6K gallons Consumption Fraser $51.00 $1.50 per 1000 $45.83 $96.83 1 $9.00 $105.83 Granby $44.92 None indicated $48.72 $93.64 2 $93.64 Kremmlin $48.00 >6,000 gallons, $1.80 per 1000 $39.00 $87.00 3 $87.00 Winter Park $33.50 $3/1000 gallons > 4000 gallons $36.00 $69.50 6 $6.00 $75.50 Grand County $44.35 $42.39 $86.74 $3.75 $90.49 Glenwood Spgs $23.33 $1.70 per 1000 $46.33 $69.67 5 $10.20 $79.87 Carbondale $3.76 $3.84 per 1000 $5.03 $6.00 per 1000 $8.79 14 $23.04 $31.83 Rifle $25.20 Undisclosed $40.71 $65.91 8 $65.91 Garfield County $17.43 $30.69 $48.12 $11.08 $59.20 Steamboat Spgs $21.84 $2.30 1000-4000; $3.45 5000-12000 $42.57 $64.41 11 $20.70 $85.11 Craig $28.50 $2.90 per 1000 $28.00 $2.90 per 1000 $56.50 12 $34.80 $91.30 Hayden $37.58 $3.61 6000-12000; $4.11 >12000 $30.75 $68.33 7 $3.61 $71.94 Moffat and Routt Counties $29.31 $33.77 $63.08 $19.70 $82.78 Breckenridge $38.45 $5.25 per 1000 above 10000 gallons $26.00 $64.45 10 $0.00 $64.45 Eagle $29.10 $5.45 6001-28000 gallons $44.00 $73.10 4 $0.00 $73.10 Silverthorne $13.62 $1.35 for 0-15000 gallons calculated quarterly $31.32 $44.94 13 $8.10 $53.04 Dillon $23.301 $5.50 0-6,000gallons; $6.55 6000-10000; $8.05 > 10000 $41.20 $64.50 9 $33.001 $97.50 Eagle and Summit Counties $26.121 1 $35.631 $61.751 1 $10.281 72.02 Summary: 1. Fraser has the highest TOTAL Base Fee of all 14 communities evaluated 2. Fraser has the highest Base WATER fee of all 14 communities evaluated 3. Fraser has the 3rd highest Base SEWER fee of all 14 communities evaluated 4. Fraser has the highest Total Fee when assuming consumption of 6,000 gallons of water per month Water & Sanitation Mill Levies W&S Mill Citv I Levies Fraser 0 0 2.273 7.04 13.951 0 0 0 0 0 0 0 0 0 0 0 0 0 Granby Kremling Winter Park Ski Area WP - Grand County One Glenwood Spgs Carbondale Rifle Garfield County Steamboat Spgs Craig Hayden Moffat and Routt Counties Breckenridge Eagle Silverthorne Dillon Eagle and Summit Counties Service Fees Page 2 of 4 Town of Fraser Sustainability Planning Q...or Ypd+a ealad+AgY • Background & Overview • GHG Emissions Inventory Results • Government Operations • Community -wide • Outreach • Potential Actions/Scenario Planning and Goals • Work Plan/Next Steps • Technical Energy Audit Update • Questions/Discussion Q...or Ypd+r ealad+AgY Q...or Ypd+a ealad+AgY Many definitions! Town of Fraser definition: The Town of Fraser believes in and encourages sustainable development, which is defined as a pattern of resource use that aims to meet human needs while preserving the environment so that these needs can be met not only in the present but also for future generations. Incorporating sustainability concepts into the development review process would involve evaluating the triple bottom line, economic prosperity, environment quality and social equity (people, planet and profit). AIM kh i, rr Q... Oi Ypd+r eniAdtAgY Solid Waste Energy Use Transportation Local government policies affect all major sources of greenhouse gas emissions Q...or Ypd+r ealad+AgY ICLEI-Local Governments for Sustainability • Membership association of local governments committed to increasing sustainability • Over 1,000 local government members Leadership • Tools, resources, technical assistance Commitment • Five Milestones for Sustainability J& Planning process M�ilestone 1 Inventory ---�Mflestone 2 �:::stablish T . arget Westo e 3 Develop Climate Action Plan ------------------------------------------------------------------------------ M�ilestone 4 Implement Climate Action Plan • Document baseline emissions sources • Government Operations • Community -wide • Illustrate opportunities for emissions reductions • Enable focused and effective policymaking • Monitor progress toward emission reduction goals • 3rd party verification Q...or Ypd+r ealad+AgY • It maps Fraser's 2014 activities with GHG emissions represented as carbon dioxide equivalent (CO2e) • Boundary • Operational Control - government operations • Town of Fraser limits - community • Activity Sectors Include: • Buildings Energy Use: Electricity & Natural Gas • Transportation: Tail -Pipe Emissions • Materials and Waste • Other GHGs included: CO2i CH4, Neo • Scopes (1, 21 3 recommended) Q...or Ypd+r ealad+AgY Q...or Ypd+a ealad+AgY Inventory Boundary: All facilities, vehicles, etc. operated Stationary Sources Buildings and Facilities Public Lighting -streetlights, traffic signal Water Treatment & Transport - pumps, irrigation Refrigerants (N/A) Solid Waste from Government Operations Wastewater Treatment Facility Q...or Ypd+r ealad+AgY Mobile Emissions Vehicle Fleet Mobile Equipment (N/A) Refrigerants (N/A) Employee Commute Business Travel (in VF) Materials Production Asphalt & Cement (N/A) Copy Paper Computers & Hardware Fertilizer Five Basic Emissions Generating Activities: • Use of Electricity by the Community • Use of Fuel in Residential and Commercial Stationary Combustion Equipment (natural gas) • On -Road Passenger and Freight Motor Vehicle Travel (ADT) • Use of Energy in Potable Water and Wastewater Treatment and Distribution (also in gov ops) • Generation of Solid Waste by the Community (Laurie) Q...or Ypd+r ealad+AgY Q...or Ypd+a ealad+AgY *Includes JFF Or —40% gasoline use Q...or Ypd+a ealad+AgY Vehicle Fleet 8% MI-BIRITT-1111TIM Facilities 9% Emiployee Public Lighting 2% Other/Scone 3 Q...or Ypd+a ealad+AgY Q...or Ypd+a ealad+AgY Q...or Ypd+a ealad+AgY • Ways to message sustainability: • Quality of life • Responsibility • Instead of "economic development', "business" or making "viable" decisions • Interested i n : • Transit • Housing • What other communities are doing 0...or Ypd+r ealad+AgY • A few facilities have taken action: • Grand Park Community Recreation Center • Reduced energy use 10-20% since opened 5 years ago • Built with LEED in mind - many sustainable features • Fraser Valley School District • ESPC in 2009, typical savings 1-v20% energy • Safeway • Won't give out store -specific information • Safeway goal to reduce emissions by 25% from 2010 by 2020 • Fraser Valley Shopping Center • Rooftop unit replacement • Fraser Marketplace Q...or Ypd+r ealad+AgY Take Aways : • Some action/engagement • Many are uninterested/unengaged • Not much knowledge of rebates - • Upfront cost an issue Xcel or M PEI • Some interest once made aware • Interest in LED parking lot lighting • Limited recycling Q...or Ypd+r ealad+AgY Natural Gas - Town of Fraser - last 5 years Program o,f participants Energy Efficient Soa - Co �Ener,gy Star Homes - Co Home Energy Audits - Co Insulation Rebates - Co XcelaergySu LowIncome Kits - CO 14 Low Income at ri ti - CO2 Refrigerator Recycling - CO 2 Residential) eaiting - CO 4 Water Heating - Co, 2 ............................................................................................................................... Grand Total 28 Q...or Ypd+r ealad+AgY Electricity - Grand & Jackson Counties, etc. (20,000 customers) • 2014 COMMERCIAL TOTALS: • Customers:9 • Amount invested: _ $14,072 • MMBTU Savings: 538.5 ` "F A I N A : N • 2014 RESIDENTIAL TOTALS: `� 4n.iui:w ilk • Customers: 488 • Amount invested: _ $37,677 • MMBTU Savings: 1,025.14 Q...or Ypd+r ealad+AgY Q...or Ypd+a ealad+AgY Local Examples • 20% below 2005 by 2020 (State of CO) • Denver, Fort Collins • Towns of Mountain Village, Norwood, Ophir and Telluride, San Miguel County • 80% below 2005 by 2050 (Boulder, CO) • Recommendation: • 20% below 2014 by 2025 Q...or Ypd+r ealad+AgY Government Operations • Energy Savings Performance Contracting at WWTP • —700,000 kWh at the WWTP (solar and aeration/mixing upgrades) • 40+% reduction in electricity, N 600 mt-0O2e • 28% reduction in gov. ops GHG emissions overall • Waste management - Recycling Resources Economic Opportunity Fund Grant • Increased public transportation Community -wide • Community Solar - 100kW (example) • Residential Energy Education/Awareness - 10% reduction • Commercial RCx - N5% reduction energy use • Residential & Commercial Rebates - lighting, heat pump water heaters • Increased public transportation (2A) Q...or Ypd+r ealad+AgY H'. 30k 25k 20k 0 15 k E 10k 0 u sk ok 2014 20191 2024, Residential Energy 0 Commercial Energy Transportation & Mobile Sources 10 Water & Wastewater 100 Solid Waste -- Original Forecast -- 20% by 2025 Goal Reduction l �-Hghchar('s Corn • Assumptions: • 5% annual growth • Clean Power Plan - emissions reduction • CAFE standards - MPG increase • Residential Energy Education/Awareness: 6% reduction • Commercial Retro -commissioning: 4% reduction • Community Solar: 3.5% reduction • ESPC at the WWTP: 2.5% reduction Q...or Ypd+r ealad+AgY • Ouray • "Greenlights" LED lightbulb program - "prebate" up to 75% of cost • Green Projects Grant Program • Sneffels Energy Board - regional effort • Green Business Certificate Program - sustainability certificate • Regional Compost Facility and Waste Campaigns • Regional Solar Garden • Educational/Outreach Program • Nederland • NedSustainable - Advisory Board, Action Plan • Sustainability Resolution, Envision 2020 • Increased tracking and managing resources • Sustainability Action Matrix Q...or Ypd+r ealad+AgY bag fees, M�FU recycling space ope,ratio�n�s '14 LA Aweiates, IcMay 6,' 015 Bs� n. 2 Q... Oi Ypd+a eniadtAgY r Energy N le J7 � c ° ° d T l� ��� Q...or Ypd+a ealad+AgY • Summary Report - January/February 2016 • Staff Training for Ongoing Tracking - January 2016 • Replicate analysis in 2016 • Resolution - Early 2016 • Commitment • Goals • Implementation Q... or Ypd+r ealad+AgY Town of Fraser Technical Energy Audit (TEA) Update Q...or Ypd+a ealad+AgY • 11 Facilities were included in the TEA: • Bus Barn • Community Center • Fraser Water Treatment Plant • Lions Park • Maryvale Water Treatment Plant • Public Works Facility • School House Park • Storage Building • Town Hall • Visitor Center • Wastewater Treatment Plant • The TEA effort has involved the following: • N70,400 ft2 of indoor space surveyed • N590 existing lighting fixtures surveyed • N50 Data logging devices deployed • 3 Years of Utility Data Analyzed • 39 Utility Meters Q...or Ypd+r ealad+AgY 0 • March 2015: TEA Executed • May 2015: TEA Kick -Off Meeting June 2015: Preliminary Presentation • Initial List of Potential Measures (+/- 30010 Accuracy) July 2015 - Ongoing: Project Delay 2016 Activities • Pre -Final Presentation (9001b Complete) • M&V Workshop • Delivery of TEA Report and ESPC Proposal • ESPC Project Contract Execution • Commence Construction Phase • Commence Performance Assurance Phase Q...or Ypd+r ealad+AgY v Q...or Ypd+a ealad+AgY • Guaranteed Outcomes: Costs, Savings & Performance • Single Point of Accountability • Project Oversight from the Colorado Energy Office • Reduced utility and operation costs • Reduced exposure to energy price volatility • Ability to blend long payback capital intensive upgrades with short payback measures • Freedom to select preferred contractors to implem( the proposed scope of work • Less reactive maintenance for equipment that has exceeded its useful life • Focused training for staff on new equipment and improved operations • Overall improvement to system reliability and equipment performance Q...or Ypd+r ealad+AgY DESIGN -BUILD ACHIEVED HIGHER QUALITY IN ALL MEASURED CATEGORIES as compared to Design -Bid -Build TOTAL PROJECT DELIVERY SPEED CONSTRUCTION SPEED UNIT COST CHANGE ORDERS SCHEDULE DELAYS Source: Construction Industry Institute (CII)/Penn State Research comprising 351 projects ranging from 5K to 2.5M square feet. The study includes varied project types and sectors. Q... Oi Ypd+r eniAdtAgY The WWTP accounts for 65% of the total annual utility costs. Therefore, we have prioritized our efforts to investigate utility and operational savings opportunities at this facility to maximize the project's overall impact. MEMIUM CornirnuinflLy Center n.,)A(iri 20/o 3 11,4c Visitor Center 1, IDA) rks Facility D/01 Fraser Water Treatment Plant 4% er Treatment Vant '5% • Aeration/Mixing Upgrades - High efficiency Jet Mixing & Aeration for digesters • Tertiary Treatment - Construct tertiary treatment system to meet new copper & phosphorus effluent requirements • WWTP 100 kW Solar PV Array - Ground mounted solar photovoltaic a rray • Process Flexibility Upgrades Total - Modifications to aeration basins to better manage peak Infiltration & Inflow (I & I) • Flow Equalization Tanks - Holding tank to help better manage short - duration periods of high I&I • Downsizing of Aerated Grit Chamber Blowers - Right -size blowers to match plant requirements • LED Lighting - High efficiency, long lasting LED lighting Q...or Ypd+r ealad+AgY • $2.8M WWTP Project: • Tertiary Treatment • Digester Jet Aeration/Mixing Upgrades • 100 kW Solar PV system • Funded over 15 year period using ESPC Model • $1M Tier II DoLA grant • $1.2M in guaranteed utility savings over 15 year period • $850k capital infusion from WWTP • $10k in MPEI utility incentives • Benefits • Meet new copper and phosphorus requirements • Avoid potential EPA fines • Guaranteed construction cost • Reduce energy use at WWTP • Reduce CO2 emissions Q...or Ypd+r ealad+AgY • Financial (Simple Payback, ROI) - This is easy but doesn't address all important factors that need to be considered for the life of the facility • Complexity - Overly complex systems may be difficult to operate and maintain and this needs to be accounted for in the overall evaluation of viability • Durability - Whatever is installed needs to be designed to last, and low first cost does not always provide for this • Persistence - Savings must not degrade over time • Sustainability- What are the environmental effects from implementing the measure. • Other Benefits - Some measures may provide tangible benefits to an entity that do not show up on a utility bill (e.g. end of life replacement, enhanced working environment, lower maintenance costs, etc.) A Tota/ Cost of Ownership approach must be followed that considers a// of the items above Q...or Ypd+r ealad+AgY • Cost ROI • Engineering & Design • Permits • Equipment & Materials • Bonding • Installation Savings —Cost Cc • Construction Management / Safety • Commissioning / Performance Assurance • Savings • Utility savings (electricity, natural gas, propane, water, sewer, etc.) • Maintenance savings (services calls/contracts, parts, lift rentals, labor, etc.) • Increased revenue (memberships, event rentals, etc.) • Expected equipment service life • Grants, rebates, other incentives Q. -or Ypd+r ealad+AgY EPC Benefit - Leverage the savings from measures with faster returns to help fund more capital intensive measures. Payback Term (Years) Measure Description Short Programmable Thermostats (0-6) Medium LED Lighting (Interior/ Exterior/ Decorative Poles) (7-12) WWTP Aeration / Mixing Upgrades Building Weatherization WWTP Solar Photovoltaic Array Long WWTP Tertiary Treatment (13-25+) WWTP Flow Equalization Tanks WWTP Process Flexibility Upgrades Town Hall Cooling Improvements Combined Proiects Typical Finance Period 12 — 20 years (Max 25 Years) Interactivity between measures is also important to consider. Q...or Ypd+r ealad+AgY • Authorize McKinstry to proceed forward with the remaining TEA activities with focus on improving the performance of the WWTP and resolving the pending compliance issues. • Approve Final TEA Report in 2016 • Approve ESPC Contract in 2016 • Construction commences in 2016 Q...or Ypd+r ealad+AgY Alison Schwabe Sustainability Program Manager, McKinstry alisonc@mckinstry.com 1 303-215-4076 Aaron Skroch Energy Engineer, McKinstry aaronsk@mckinstry.com 1 303-215-4064 0... or Ypd+r ealad+AgY Questions? • 55 years of success • Privately held • Vendor and product neutral • Fully integrated delivery approach • Emphasis on Client satisfaction • Experienced staff of 57+ in Golden, CO • In-house design -build construction expertise • National buying power • Self -perform energy engineering, building modeling, mechanical design & construction, construction management, commissioning and M&V • powerED - staff & community engagement • Energy efficiency and sustainability is what we do! } A j i� lYr / � 1 I1Y li } 1 >z i l � M " !1 Y 1 i � 1 0 AV LEGyEl\TD �+ _ # EVENT TRAFFIC m' PRODUCTION VEHICLES UNDER 13, PRODUCTION VEHICLES OVER IT FRASERAV IL ,i .' 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