CARBONDALE & RURAL FIRE PROTECTION MASTER PLAN PROPOSAL

CARBONDALE & RURAL FIRE PROTECTION MASTER PLAN PROPOSAL

Submitted by Mark Chain Consulting, LLC

& Lamont Planning Services FootSteps Marketing, LLC RRC Associates

February 13, 2015

TABLE OF CONTENTS

Consultant Team …………………………………………………………No page #

Master Plan Hierarchy……………………………………………………No page #

Scope of Work………………………………………………………………………..1

Consultant Services………………………………………………………………….8

Plan for Maintaining close contact with the Committee…………………………11

Insurance…………………………………………………………………………….12

Company Profiles/Scopes of Work………………………………………………..14

Proposed Time Line……………………………………………………….. Exhibit A

Mark Chain Consulting, LLC Carbondale Fire District Master Plan

CONSULTANT TEAM INFORMATION

Mark Chain Consulting, LLC 811 Garfield Avenue Carbondale, CO 81623 [email protected] 970.309.3655

Lamont Planning Services 725 Melissa Lane Carbondale, CO 81623 [email protected] 970.963.8434

FootSteps Marketing, LLC Pat Curry 326 Hwy 133, Suite 290 Carbondale, CO 81623 970.510.5800 (direct) [email protected]

RRC Associates 4900 Pearl East Circle Boulder, CO 80301 [email protected] 303.396.1615


mailto:[email protected]

mailto:[email protected]

AMENDED SCOPE OF WORK DESCRIPTION

Not to Exceed $53,025 unless approved in writing

Below is a step-by-step description of the Scope of Work for the Carbondale & Rural Fire Protection District (C&RFPD) Master Plan Study. We have based this effort on the Scope of Work outlined in the Amended Request for Proposal. Mark Chain Consulting, LLC will be the project coordinator for the project and ensure that other team members will perform their tasks as scheduled and as defined in the Scope of Work and contract documents. The scope of work for each subconsultant is defined in more detail in the lat section of this proposal (Company profiles/Scopes of Work)

Task 1. Pre-Planning. Mark Chain Consulting (MCC) and Lamont Planning Services (LPS) will participate in the pre-planning element to finalize the Needs Determination and final Scope of Work/Study Parameters. This pre-planning element will include close contact with the Master Plan Committee (the Committee) and/or staff as necessary. Final Scope of Work and Executed Contract are the final products of this work element. As part of this process, MCC & LPS will help guide staff and Board members who are serving on the Committee in the advertising for and formation of the Committee.

TBD – continuing work/facilitation of the Committee

Task 2. Existing Conditions Analysis. MCC will assist Almont Associates on gathering background information for certain portions of the Existing Conditions Analysis. This will include coordination with local governmental agencies in refining population growth estimates and where that growth may occur. MCC will also provide parcel data background to Almont Associates to help refine property classification data from the County Assessor’s offices at the Macro level.

Task 3. Public Involvement. This is a critical if not the most critical work element of the Master Plan for the C&RFPD. MCC and three other consultants will be involved in providing the Public Involvement work element for the Master Plan. These consultants are: • FootSteps Marketing, LLC• RRC Associates• LPS

Task 3.1 Public Meetings. This Sub-Task will be performed with MCC and Lamont Planning Services. A graphic designer will be engaged to develop a consistent “logo” for the Master Plan Study and develop flyers and posters both hard copy and electronically, for meeting announcements. This will be a onetime work effort to ensure that all materials related to the Plan carry the same theme and are recognized by the public as notification of the process.

Mark Chain Consulting, LLC Carbondale Fire District Master Plan 1

Once the pre-planning process is complete and existing conditions inventory is underway, the consultant team proposes to launch the public involvement process. Our proposal for public involvement starts with a minimum of 10 neighborhood/HOA meetings. The purpose of the meetings should be twofold; the first part will be an update for District residents with news about the District highlighting existing conditions, process to date, and outline of the Master Plan Study. This will be a brief but important review for attendees as it is an opportunity to develop a common foundation of knowledge for District residents. The remainder of each meeting will be designed to gather input. The specific format of these first meetings will be developed by the consultant with the Committee.

Once all the data is collected, Forecasts are developed and analyzed, and initial community feedback synthesized, the combined information will be presented back to District residents via five town hall style meetings. The purpose of these meetings are to help residents understand the short, medium, and long term service needs and the fiscal implications of various levels of service and District operations. The goal is for residents to take ownership of their District. (Note: long term data needs horizon to be defined as part of Pre-Planning (e.g. 10 years vs. 20 years).

One Town Hall meeting is proposed mid-way through the Master Plan process as a “check-in” with the Public and progress update. Four Town Hall meetings will occur near the end of the Master Plan process so citizens can review the findings and implementation options prior to review and adoption by the C&RFPD Board of Directors.

Because the Public Involvement task, as requested in the RFP, is an important element of the Master Plan, it is anticipated that up to 160 hours of the work plan will be devoted to this Master Plan task. Roughly 80 hours will be devoted to the 10 community/HOA meetings. Both Mark and Leslie will manage these meetings and work includes meeting preparation, facilitation of the meeting and summary of each meeting. The five Town Hall meetings should require 40 hours of work which will include Mark and Leslie and similar meeting preparation, facilitation and download of meeting results. Finally, in order to organize the content for the meetings, ensure that the attendees are actively engaged and the District is gaining useful information, the consultants and the Master Plan Committee will review together the plan and logistics of all community involvement. We believe 40 hours accurately reflects the time for that work effort.

Task 3.2 Community Surveys. RRC will provide the Community Survey work element after working with staff and the Committee to determine the most cost effective and comprehensive approach. At this point in time, two approaches to the Community survey element are outlined and are presented later in the proposal as part of a menu approach for the Committee to review and select.


One option is a phone survey in order to get a statistically valid sample. An electronic survey can be utilized as a follow up. A second approach is a more detailed paper and mail out survey with additional electronic outreach. Both survey options include design and interpretation as part of the services. The survey will run parallel to the neighborhood/HOA meetings. The survey will be targeted to all of the District’s residents providing a chance to offer feedback in a format that may be more comfortable vs. a public meeting or for folks that cannot attend a meeting. The Service Need Forecast work effort and the various evaluations using the Forecast will also occur during the community outreach process. Please see RRC proposed scope of work on Page 7 or the last section of this proposal. Note: The budget in this amended Proposal includes the higher level of phone survey menu item and one trip for RRC. During the interview process, the possibility of a survey instrument to test citizen opinion on funding options was also discussed.

Task 3.3 Website and Social Media. FootSteps Marketing LLC will provide website and social media planning services. A more in-depth description of FootSteps and their proposed work products are attached on Page 7 or the last section of this proposal. They have provided a menu of work products that include one time costs for website and social media development platform. Optional services for e-mail marketing and communications (one-time cost) and optional recurring services for monthly website and communication services, social media marketing and mass e-mail communications are available and can be determined during the pre-planning task or as part of contract negotiations. The goal of the website and social media element is to 1) have a better electronic infrastructure for all future communications and 2) in the short term to provide another means of outreach to District residents in order to gather their input.

Task 3.4 Community Service Delivery Expectations. Community Survey results, public meeting summaries, and growth projections will be provided to the District, the Committee and Almont Associates. This information will be used along with data help determine an initial desired LOS. Funding the desired LOS and the various options over the five-year ten-year and twenty-year time horizons will be more fully developed in subsequent tasks when the capital needs/facilities and staffing options are forecasted and better defined.

Various Tasks. Coordination with Almont Associates. MCC will work with Almont Associates in determining funding options for Capital Replacement plans (Task 4), Staffing Options (Task 5) and Facility Plans (Task 6)

Task 9. Financial Feasibility.

Task 9.1 Evaluation of the District’s financial options. MCC, in cooperation with Almont will forecast operating, staffing and capital costs for each of the implementation plan options, building each future scenario off of the District’s current budget and revenue sources. The information will use the


District’s most recent budgetary data to produce short-term (five year) and intermediate-term (ten year) under multiple service level options.

Service demand forecasts will be based on project development activity and traffic flow within the District’s service area. One model specification will show the fiscal impacts associated with continued deficit spending by the District (no mill levy increase or additional funding source) and how long the current financial reserves can support deficit spending if identified during the Pre-Planning conferences. Others scenarios will demonstrate what levels of service are possible with additional mill levies or other funding options.

The model will have a high level of transparency, which means that assumptions and the logic of operations will be clearly stated and represented. This will be a tool to educate, not a black box to produce unsupported results.

This task will also include a review of the fiscal impact fee study data.

Task 9.2 Revenue forecasts. MCC will utilize results from the fiscal model to calculate the annual revenues necessary for funding the District and balancing the District’s budget. The District’s desire to maintain an adequate reserve balance for emergencies and unforeseen expenditures will also be incorporated. MCC will translate development activity into assessed valuation and property tax revenue. Growth metrics will also be the basis for projections of service fee revenue. MCC will calculate the mill levy necessary to support alternative service levels. Alternative funding options will also be investigated if necessary.

Task 10. Adoption of Master Plan and Designation of Preferred Option. The Board of Directors is the body that will adopt the Carbondale Fire District Master Plan. MCC and Lamont Planning Services will attend and present the Master Plan along with Almont Associates. The presentation will include an overview of the various staffing/capital replacement and facility options, a proposed preferred alternative and the financial feasibility of the Plan. Other required consultants may attend if necessary. This meeting(s) will be advertised in traditional and non-traditional media in order to get the largest public turn-out possible. All reasonable efforts will be made to present a Plan for adoption by July or early August 2015. Having the Maser Plan finished and adopted by the end of August will allow the Board to take action at a November 2015 election if an election is allowable and if the Board chooses to pursue that option.

Reimbursables. Any reimbursable expenses such as copying, color plotting of 24 X 36 maps and other incidentals will be charged back at cost.


Budget_amended_20150213.xls Mark Chain Consulting, LLC Carbondale Fire District Master Plan

Revised Budget: Carbondale Fire Master Plan$/hr $/hr Planning Footsteps Footsteps RRCor total $ or total $ Total One-time Monthly high

Task 60$ 60$ 1.0 Pre-Planning/Steering Com 24 6

Subtotal 24 1,440$ 6 360$ 1,800$

2.0 Existing Conditions Demographics/Growth Parcel DataSubtotal 24 1,440$ 1,440$

3.0 Public Involvement 3.1 Community Surveys 20 10 10,000$ phone sample 3.2 Public Meetings 80 80 3.3 Website Development 8,245$ 7,500$ 3.4 Social Media 3.5 Service Delivery/Funding 8

Subtotal 108 6,480$ 90 5,400$ 11,880$ 8,245$ 7,500$ 10,000$

9.0 Financial Feasibility 9.1 Analyze Existing Budget/CAC 9.2 Develop & Rec Course of Action 9.3 Compare District w/ FPD's 9.4 Determine Adequate Reserves

Subtotal 64 3,840$ 8 480$ 4,320$

10.0 Adoption of Master Plan 32 1,920$ 32 1,920$ 3,840$

Total Hours 252 136

Misc Costs 1,500$ travel

MCC hrs. LPS Hrs.

5

Budget_amended_20150213.xls Mark Chain Consulting, LLC Carbondale Fire District Master Plan

Revised Budget: Carbondale Fire Master Plan$/hr $/hr Planning Footsteps Footsteps RRCor total $ or total $ Total One-time Monthly high

Task 60$ 60$

MCC hrs. LPS Hrs.

TOTALS - belowPlanning Costs (total) 15,120$ 8,160$ 23,280$ Other Consultants (separate contract??) 8,245$ 7,500$ 11,500$

Notes: 1. FootSteps Monthly fees based on 5 months2. One trip for RRC to finalize any survey3. "Branding" costs estimated at $2,500

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FOOTSTEPS MARKETING WORK ELEMENTS One-Time Set up Fees & Projects • CRFPD Website (Improve Image/Information for Community) $6,500• Professional Facebook Platform $ 750 • Email Marketing and Communications (Optional) $ 995

Ongoing Monthly Marketing Services Dedicated Monthly Website & Communication Services $ 500 Social Media Marketing $ 500 Email Communication Services (optional) $ 500

RRC SCOPE OF WORK The budget below outlines the anticipated costs for the research services as described above. While these figures represent our costs for the project, we are also flexible in modifying some parts of the project scope if needed to fit your budget.

Survey Components Described Proposed Budget Phone Survey of Random Sample of District Residents

Developments of survey questions (8 to 10 questions) fielded to between 300 and 400 residents/second homeowners. Analysis and written report on findings. One work session in Carbondale to develop questionnaire.

$8,000 - $10,000

Mail/online survey Development of survey questions, formatting of paper and online surveys, printing and mailing of surveys, list acquisition, processing of results, written report on findings. One work session to develop questionnaire.

$14,000 to $16,000

Optional: In-Person Presentation of Results

$1,000, plus travel expenses


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CONSULTANT SERVICES

Mark Chain Consulting, LLC. Mark Chain is the Project Coordinator and will be involved with all tasks and services provided for the Carbondale Fire District Master Plan. He will be the primary liaison between the Consultant team and the Committee, Carbondale Fire Department Staff and the Board of Directors. He will be of the two primary consultants who will attend and facilitate all of the Neighborhood/HOA public Meetings as well as the Town Hall Style Meetings. Mark will also be the lead contact in the Pre-Planning Element. He will also be primarily involved in the following tasks: • Financial Feasibility• Adoption of the Master Plan and Designation of Preferred Option• Helping facilitate and guide the Committee

Mark Chain will assist but not be the lead in the following tasks: • Community Surveys• Existing Conditions Analysis ( demographics/[population growth & gathering

parcel data• Funding options for capital replacement, staffing & facility requirements

Rate: (for government and non-profit clients) $60/hr

Travel Charge: $0

Number of Hours devoted to project: 252 - subject to final determination as part of contract negotiations.

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Lamont Planning Services. Leslie Lamont will be involved in a number of the Tasks for the Master Plan. She will be the co – primary consultant along with Mark Chain in the Public Meetings work element and will be heavily involved in the Pre-Planning Task. Leslie will also participate in the following work elements though she will not be the lead consultant: • Community Survey design• Community Service Delivery Expectations• Alternatives Development and Evaluation• Adoption of Master Plan

Leslie will also serve as a second set of eyes and ears for the work that Mark Chain will be doing. She may also be involved in other parts of the Master Plan if


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conflicts arise with other consultants or if the Committee wishes to speed up the Master Plan Study for any reason. Rate: (for government and non-profit clients) $ 60/hr

Travel Charge: $0

Number of Hours devoted to project: 136 – subject to final scope in Pre-Planning Task and/or contract negotiations.

======================================================

RRC Associates. RRC Associates of Boulder, CO will be the primary lead in the Community Survey development, design, distribution and documentation. Principal in charge for RRC will be Chris Cares. Assistance will be provided by David Becher.

Rate: Services to this point are provided on a menu basis and will be determined by the Committee during the Pre-Planning and/or contract negotiation stage. Estimates are:



$8,000 - $10,000


$14,000 to $16,000

Optional: In-Person Presentation of Results $1,000, plus travel expenses

Travel Charge: Noted above

Number of hours devoted to project: NA. Subject to final contract negotiations but estimated at $11,500 as noted in budget spreadsheet.

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FootSteps Marketing, LLC. FootSteps Marketing will be lead provider of all website design/development/maintenance and Social Media Marketing Services. FootSteps will be led by its President, Pat Curry for the Master Plan Study but other members of the Company will be involved. Extent of their involvement will be determined as part of Pre-Planning and/or contract negotiates. FootSteps has provided their services in a menu format for the Committee or the District to eventually choose and/or define. The Company does have a government and non-profit rate. Rate: Please see extensive menu of services in FootSteps scope of work. Travel Charge: $0 Number of Hours Devoted to Project: NA. Negotiated as one-time or monthly maintenance rate. Estimate noted in budget spreadsheet =========================================================


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PLAN FOR MAINTAINING A CLOSE WORKING RELATIONSHIP BETWEEN THE CONSULTANT AND THE MASTER PLAN

COMMITTEE

Mark Chain of Mark Chain Consulting, LLC will be the primary contact for the Carbondale Fire District Master Plan Study. His residence and office are located in Downtown Carbondale and he will be working on the Master Plan each week during the life of the project. Mark proposes to be available for a weekly meeting with the Committee, the Chair of the Committee or with Chief Leach as defined during contract negotiation and during the pre-planning phase. Mark will also provide regular status reports on the various work elements at a regular interval proposed by the Committee or the Board. Mark is also available daily by cell phone and e-mail and will respond as soon as practically possible.


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INSURANCE

Mark Chain Consulting, LLC carries a general liability policy. Copy of policy attached. Since there are no employees of Mark Chain Consulting, a workers compensation policy is not necessary.


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A

1001486 132849.4 02-11-2010

Jeff Leonard Insurance Agency, Inc.

1620 Grand Avenue, Suite A

Glenwood Springs, CO 81601-3858

Jeff Leonard

970-945-2345 970-945-2393

[email protected]

06-2172

Mark Chain DBA Mark Chain Consulting,

LLC

811 Carfield Avenue

Carbondale, CO 81623

25143

25178

A

Business office 96-B7-R498-0 12/17/2014 12/17/2015

1,000,000

300,000

5,000

300,000

2,000,000

2,000,000

Land Use Consulting

Carbondale & Rural Fire Protection District

300 Meadowood Dr

Carbondale, Co 81623

Jeff Leonard Agency

State Farm Fire and Casualty Company

State Farm Mutual Automobile Insurance Company

12/17/2014

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COMPANY PROFILES, KEY INDIVIDUALS & SCOPES OF WORK


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Mark Chain Consulting, LLC Mark Chain Consulting, LLC is a Land Use Consulting firm providing consulting services to both the public and private sector clients in Western Colorado. The firm was founded in 2005 and is located in Carbondale, CO. The principal is Mark Chain who has 36 years of professional planning and land use experience.

Organizational Structure. The structure is a one man organization – and so its specialty is direct personal services to its clients. Mark is available on a direct basis to the client, and tailors the services for any particular needs of the project. Mark Chain Consulting (MCC) tailors its services to a particular client for a particular need. For some projects, Mark Chain Consulting manages all aspects of the contract and coordinates with any subcontractors or consultants about timing of submittals, content of consultant reports and interactions with the client. For larger projects, contracts with other specialists or firms to provide specific services or consultant reports.

Capabilities. MCC, though small in size goes to all lengths to coordinate with other professionals, subcontractors and consultants on larger projects so that needs of the client are satisfied. The small size of MCC helps ensure specialized and focused attention to all clients regardless of project size because each client is considered important.

MARK CHAIN CONSULTING LLC CARBONDALE FIRE DISTRICT MASTER PLAN 15

Mark A. Chain

Project Manager. Mark Chain will be the project manager for the C&RFPD Master Plan. Mark will be the direct contact with all/any District personnel. He will also be the primary contact and coordinator for the Committee, all consultants and subcontractors.

Mark received a Masters Degree in Regional Planning from Cornell University in 1977 and has been a land use and city planner in Colorado since the spring of 1978. He has worked in both the pubic ands private sectors over the years. In Boulder, Colorado Mark worked for Creative Land Use, a small land use consulting firm and Henderson Young & Co., which specialized in Municipal Budgetary Analysis. While with Creative Land Use, Mark was extensively involved in the formulation, coordination and writing of the Bolder Community Energy Management Plan, one of the first comprehensive Energy Plans in the Country.

Mark moved to Carbondale in 1983 and worked for the Towns of Basalt and Carbondale as their Planning Director. He set up the first dull-time planning office for the Town of Basalt in 1985. He wrote Comprehensive Plans for each of these communities in the 1980’s and oversaw all aspects of the updated Carbondale Comprehensive Plan in 2000. He was the Planning Director during these high growth years and oversaw the review and development of River Valley Ranch in Carbondale – a 685 unit golf-course community from concept though 45% build out.

After the establishment of Mark Chain Consulting, Mark has predominantly worked as a land use consultant for private developers and has helped them obtain zoning and development entitlements by working with local governmental jurisdictions. Mark has been involved in various aspects of major developments in the Mid-Valley region such as Stott’s Mill in Basalt and Thompson Corner and the Overlook in Carbondale. He also worked as the land use planner for both the Basalt and Carbondale Community Library projects.

Mark is also a partner in Rocky Mountain Group, a firm that assists local Fire District in setting up and establishing Development Dedication Fees. He has helped update the fee structure for the Carbondale & Rural Fire Protection District, Lower Valley Fire Protection District (Fruita) and the and Grand Fire Protection District (Granby).

Mark Chain was a Director of the Carbondale & Rural Fire Protection District from 2006 – 2014 and a volunteer EMT Basic from late 2011 to fall 2014.


Lamont Planning Services

Leslie Lamont has been doing general land use planning work and community facilitation throughout the Roaring Fork Valley for the last 25 years. She currently manages the design review process for the Homeowners Association of Aspen Glen, is a member of the design/development team for Aspen Valley Hospital in the entitlement process with the City of Aspen for the Master Facilities Plan, is a team member for the Fairplay, Colorado Comprehensive Plan and Land Use Code Revisions, was a part of the consulting team for the Carbondale Comprehensive Plan Update, and facilitated the Roaring Fork Transportation Authority Board retreat in 2010. Prior to starting her own firm in 2003, Leslie was a principal planner for Otak, Inc. for two years, a Pitkin County Commissioner from 1995-2000 and a project planner as well as Deputy Director of Community Development for the City of Aspen for six years managing caseload planning for the Department. Leslie’s experience with the City of Aspen and as an elected official included numerous opportunities to interact with a variety of stakeholder groups in the County as well as various staff members, and other elected officials. Leslie completed a charrette training course through the National Charrette Institute, Portland, Oregon in March of 2011.


REFERENCES FOR LESLIE LAMONT

Jack McKay – President Board of Directors Aspen Glen Homeowners Association

(970)-510-5152

[email protected]

Tina Darrah – Town Administrator, Town of Fairplay, Colorado

(719) 836-2622

[email protected]

John Schied – Director of Engineering, Aspen Valley Hospital, Aspen, Colorado

544-1149

[email protected]


Prepared by: FootSteps Marketing (www.footstepsmarketing.com) Date: December 15, 2014 ======================== Carbondale and Rural Fire Protection District - Proposal for Digital/Social Marketing Services (CRFPD)

Goals: 1. Create complete digital marketing/communication platform for CRFPD

to engage the community. Create communication and marketing programs to bring CRFPD and all of its community together, i.e. like it “was” when we felt like a “family!"

2. Implement a “menu” of digital marketing services that CRFPD can useto get the message to a wide audience in Carbondale and surroundingcounty, e.g. Engaging Website, Email Marketing, Social Media(Facebook)

CRFPD Website, Facebook/Social Marketing

Begin with the End in Mind: Take a look at a number of examples then set a target for us.

All of the features that are represented in these examples are included in the proposed fee structure. We can review each of the examples, select aspects of each that we would like to incorporate into our program, then assemble them!

FootSteps Website Examples: • River Valley Ranch Homeowners Association, Carbondale, CO

• Ironbridge Golf and Club, Carbondale, CO

• Mt. Sopris Historical Society, Carbondale, CO

• Mt. Sopris Rotary Club, Carbondale, CO

FootSteps Example of Professional Business Facebook


• Ironbridge Community and Golf Club Facebook Page

• Carbondale Tourism, Carbondale, CO Facebook Page

=========================================================

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Scope of Work and Proposed Fee Structure for One Time, Upfront, Setup Fees

CRFPD Website (Improve image/information for community) • Contemporary Professional site design, navigation and layout, home

page dynamic slide show• Include Latest News and Events Posts for Home Page Include

Facebook insert onto Home Page• Create integration for posting information to Facebook, Shared by

Email, other social media• Easy to add/edit content, images, meeting notes, forms• Complete Best Practices Search Engine Marketing Setup, Keyword

setup, Google Plus Training and access to professional ContentManagement System for content addition/editing

• Complete Analytics and Web tracking systems, including goals setupand management

One Time All Inclusive Setup Fee: $6,500

Professional Facebook Business Platform • Upgrade Facebook page image, information and links

• Integrate with Website, other Social Media (Twitter, Instagram)

• Add Facebook Business Platform

One Time All Inclusive Setup Fee: $ 750

Optional Services Available:

Email Marketing and Communications • Consolidate and segment all internal mailing lists


• Create professional designed CRFPD Email Templateo Integrate new look and feel based upon websiteo Add links back to website informationo Add links to Socialo Add “Best Practices” approach to Forward, Unsubscribe, Text

version

• Design Layouts for Specific Email Communicationso Corporate “Newsletter” with announcements, show info, latest

news

o Special Bulletins for Product, Vendor and Industry Informationo Other layouts as needed

One Time All Inclusive Setup Fee: $995

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Ongoing Monthly Marketing Services: This program is goal and results driven. Our success will be determined by the direct engagement we achieve with our community. FootSteps proposes to be a complete outsourced marketing partner for CRFPD. For the first six months we recommend a very aggressive level of involvement. As we implement programs we can train CRFPD team members in each area to reduce monthly commitment or move efforts into other marketing programs. This is an aggressive program and can be scaled up or down depending upon our goals and budget.(Regular hourly service rates billed at $125/hr, Non-profit rate of $100/hr provided to CRFPD)

Hours of Dedicated Monthly Website and Communication Services (5 hours) $500 month

• Web Content Additions, Editing, Management

• New Features, Functionality

• Member Market Place Managemento Build Member Engagement and Activity

• Client Meeting, Strategic Planning and Management


• Strategic Planning for Member Services Marketing

Social Media Marketing Monthly Services (5 hours) $500 month

• Facebook posts, site Management, Integrate Twitter, Instagram SocialMedia into program

• Manage Facebook Marketing/Audience Building Campaign

Optional Services:

Email Communication Monthly Services (5 hours) $500/month

• Creating Newsletter content, layout, design, sending

• Design and Content Consulting, Creation

• Implement Marketing and Communication Schedule• Oversee execution of marketing schedule, 4 - 8 communications/month


FootSteps Marketing Company Profile FootSteps Marketing, founded in 2009, is a well-established Carbondale-based Web and Internet Marketing Company. FootSteps works with over 40 Roaring Fork Valley businesses, service and non-profit organization. FootSteps also provides services nationally to over 200 Independent Retailers. The balance of these two markets enables us to attract a very high level of industry professional. Our commitment to customer service and our community is critical to our success. Carbondale Chamber of Commerce rewarded our team with the 2013 Business of the Year Award.

Please see a complete listing of our team at: www.footstepsmarketing.com/meet-the-team

=========================== Patrick Curry

President/Founder

Patrick has worked within the software, Internet and technology industry as an entrepreneur, strategic consultant and business executive for 25 years. Pat was most recently the CEO of Blue Tent Marketing where he led the organization’s significant growth over the last 5 years. Prior to Blue Tent, he was the founder of First Resort Software, Inc. in 1983. His tenure at First Resort ended with a successful sale of the company in an IPO under the name of ResortQuest International, Inc. Pat is presently the President of FootSteps Marketing, LLC.


RRC Associates SCOPE OF WORK

Founded in 1983, RRC Associates is a market research and strategic planning firm based in Boulder, Colorado with a specialization in community development, travel and tourism and an emphasis on resorts and mountain towns. We have 18 persons on staff, representing a variety of disciplines and advanced degrees. The group has been blended to allow us to provide competent and cost effective consulting and information-gathering services to a wide range of clients.

RRC has broad experience collecting and analyzing data related to community feedback, visitor profiles, economic impact, and customer sentiment. As an industry leader, we are experienced in not only acquiring, but also interpreting and presenting, results in formats and with analysis that promote community-wide understanding and decision-making.

Our team will draw upon RRC’s extensive experience with survey-based projects in Colorado and throughout the western United States. We note that there are multiple methods for collecting information and have suggested two proven techniques that we believe to be appropriate for use within the District. The team proposes a combination of either a phone survey, and/or a mail/web-based survey of residents within the Fire District. If the phone technique is chosen, our team will create a statistically-valid survey that will be directed to a random sampling of District residents via telephone interviews of land line and cell phone users. The survey will gather critical information concerning various aspects of current fire and ambulance delivery, as well as household demographics and support for alternatives measured in terms of both financial and preferred services. Various resident cohorts will be identified and tracked through the survey, which will, in part, form the basis of the analysis community preferences. These are likely to include:

1. Residents with a notation of where they live, including whether they arewithin the Town limits of Carbondale;

2. Residents living in the District outside of the Town limits; and3. Residents living in the District outside of the Town of Carbondale but that

have a public water system.

The phone survey will be used to gather preliminary feedback on community opinions. It will be designed to provide an initial assessment of local opinion that can be used to shape other aspects of the overall planning process. Additionally, the phone survey research will be designed to be augmented with a potential second wave of research, should the unanswered questions require a more detailed level of investigation. The second phase of research could use either an additional wave of telephone research, or a mailed survey as described below.


If a mail survey is used as a substitute for the phone survey, or as a follow-up, it would include a cover letter explaining the research goals. A mailback survey with a postage-paid envelope would be provided with the letter. The letter would explain that the survey is designed to provide an opportunity/option for residents to complete their questionnaire online, through a password-protected website, or by mailing the survey back. This would provide an additional user-friendly choice for completing the survey while maintaining the statistical validity of the random sample mailing (and also potentially increasing response rates).

An “open link” to the web survey would also be made available (and can be linked from the project website) for anyone to complete, including, additional people in one household, workers in the area who may be seasonal or temporary residents, etc. Open-link results will be kept separate from the statistically valid responses in order to maintain the integrity of the original sample.

As a result of our multi-pronged approach, we will attempt to reach out to a broad cross section of the community and the surrounding area, and every resident will have opportunity to provide feedback and voice their opinion.

Questions will be drafted based on information gleaned in the public involvement process as well as from the project team/ Master Plan Committee. With input from our team, staff and stakeholders, RRC will create a paper survey of up to four pages in length (including cover letter). We will ask questions about what types of services and facilities residents want, level of current usage, quality and satisfaction levels with existing services and facilities, priorities for the future, and willingness to pay for new services and facilities. These questions will be supplemented with questions about specific, identified community issues, as deemed appropriate.

In order to get the best response rates possible, we would also anticipate that the District would assist with marketing and creating public awareness of the survey through media and other channels, such as local newspapers, website, etc. We would also encourage the District to offer some sort of participant incentive to residents to take the survey, such as a prize drawing.

The survey will be carefully constructed to be easily understood, and the results of overall needs will be tallied, graphed, and summarized in a concise written report.

We have substantial experience in designing surveys specifically for measuring community values and perceptions including planning issues, open space, parks, trails, and other recreation or community investment decisions and desired level of service. Additionally, RRC has been performing work throughout western


Colorado and in Garfield, Pitkin and Eagle counties specifically, and have conducted many surveys locally dating back more than 20 years.

The budget below outlines the anticipated costs for the research services as described above. While these figures represent our costs for the project, we are also flexible in modifying some parts of the project scope if needed to fit your budget.



$8,000 - $10,000


$14,000 to $16,000

Optional: In-Person Presentation of Results

$1,000, plus travel expenses


RRC Associates offers services in market research and strategic analysis, economic and feasibility planning, and policy formulation to local governments and public agencies as well as private businesses. The company is composed of professionals with extensive experience and qualifications in addressing the needs and challenges of communities. In addition, the firm also serves ski area and resort operators, trade associations, tourist organizations, and others interested in the recreation and tourism industries. The motivation of our principals and staff, and their active involvement in professional organizations at the state and national level, insure a high degree of professional skill and creativity.

Based on prior experience as staff to municipalities and counties, and through extensive consulting work with a variety of communities and private enterprises, our staff has learned the importance of seeking solutions to problems which are sensitive to local conditions and tailored to local needs. This understanding of the importance of local procedures and requirements, and experience in assisting and coordinating public policy makers and staff members at all levels of government, allows RRC Associates to work effectively in communities representing both public agencies and private entities. The firm emphasizes management techniques which assist the community and its leaders in finding unique solutions to carefully defined problems.

RRC Associates strives for a pragmatic approach which balances innovation with working at a reasonable cost. The firm takes pride in our demonstrated ability to meet a project’s time and budget requirements, and we offer a very personal level of service to our clients.


Chris possesses a diverse background in public and private planning. A

founding partner of RRC Associates, he specializes in practical applications of research techniques

including survey and qualitative research, modeling and applied analysis to solve problems in

transportation, housing, planning, administration, and business applications. His research and

recommendations have helped to shape the policies, design and marketing strategies of cities,

counties and major resorts. He brings over 30 years of project management experience to the

team, as well as perspective and insight from numerous survey-based studies conducted with

residents, visitors and employers of throughout the Roaring Fork and lower Colorado valleys. Chris

was Principal-in-Charge of RRC’s work on the 2004 Local and Regional Travel Patterns Study, as

well as the 1998 study.

David has diverse experience conducting and managing many types of market research and planning projects for public and private sector clients. With an educational background in urban and regional planning, public administration, and business administration, David works extensively in the areas of survey research, economic and demographic research, and community planning. David was Project Manager for the RRC work on the 2004 Local and Regional Travel Patterns Study and participated in data collection, analysis and developing the final report for the most recent study.

Town of Vail, CO Community Survey For many years since the early 90s, RRC has periodically conducted a survey for the Town of Vail of full- and part-time Town residents, property owners, and business owners to evaluate


opinions on a variety of issues. Using survey techniques that permit comparisons to past research, a combination of telephone, mail, and Web-based surveys were used to gather opinions from the community. The purpose of the surveys was to evaluate respondents’ level of satisfaction with respect to a full range of services and to gather opinions on selected issues currently facing the Vail community. Reference: Suzanne Silverthorn, Community Information Officer 75 S. Frontage Road, Vail, CO 81657 970-479-2115 [email protected] Larimer County Open Space Citizen Survey Using a three-pronged approach of mail-back, invitation web, and open-link web surveys, RRC conducted a comprehensive study in 2012 to answer key questions regarding Open Lands in Larimer County. Data collected provided valuable information on use of open space, frequency of use, and perceptions of value for the many elements of this complicated system of trails and parks. By collecting extensive public input from a random sampling of Larimer County’s population, the Natural Resources Department gained insights into usage and future needs in natural areas and recreation, as well as their methods of funding. Reference: Kerri Rollins, Open Lands Program Manager Larimer County 970-679-4577 [email protected] Jefferson County Open Space Parks Citizen Survey Using a three-pronged approach of mail-back, invitation web, and open-link surveys, RRC conducted a study in 2011 to answer key questions regarding residents of Jefferson County, CO and their relationship with local Open Space Parks. Data collected provided valuable information on who is using open space, how often they use it, the different ways which they use it, and their perceptions of value for the many elements of this complicated system of trails and parks. By collecting quality data from a random sampling of Jefferson County’s population, Open Space administration gained insights into the different ways which they are meeting, or failing to meet, expectations of their residents. This critical feedback lends valuable assistance in formulating short-term goals, long-term planning, proper budget allocation, and fostering quality communication with the large community of users (and non-users). Reference: Tom Hoby, Director Thea Rock, Public Information Manager Amy Ito, Planning and Development Manager 303-271-5925 [email protected]


4940 Pearl East Circle | Boulder, Colorado 80301 | 303.449.6558 | www.rrcassociates.com

Community SurveysRRC has extensive experience with community surveys for towns and cities as a tool for obtaining input to comprehensive plans. Typically, the goal of the studies is to obtain citizen input on a variety of topics related to determining community needs and priorities for the future (and how they will be paid for), as well as evaluating current city services. Frequently the goal is to establish and implement a comprehensive vision of a city’s future, supported by community-wide consensus. The studies also assist in the formulation of policy statements that guide the assessment of city Comprehensive Plans and Growth Management Policies.

Some of our clients include: • Downtown Durango Market Assessment• Town of Snowmass Village Community Survey• Town of Telluride Comprehensive Plan• Town of Pagosa Springs Community Survey• City of Norman, Oklahoma Community Survey• Washington City, Utah Community Survey• Town of Estes Park Economic Development Plan• City of Steamboat Springs Community Survey• Town of Vail Community Survey• City of Longmont Retail Expenditure Survey• North Lake Tahoe Community Survey• Town of Erie Community Survey• Town of Breckenridge Community Survey• Park County Planning Survey• Glenwood Springs Community Survey• Chaffee County Planning Survey• Grand County Master Plan Survey• Wheat Ridge Neighborhood Revitalization Strategy Study• Town of Carbondale Retail Expenditure Survey

Breckenridge Community Survey

Telluride Master Plan

Town of Vail Community Survey | The State of Vail Project

Washington City, Utah Community Survey

Steamboat Springs Community Survey

North Lake Tahoe Community Survey


EXHIBIT A


Month 1 Month 2 Month 3 Month 4 Month 5ITEM1.0 Pre-Planning 1.1 Needs Determination & Contract 1.2 Steering Committee

2.0 Existing Conditions 2.1 Demographics/parcel data

3.0 Public Involvement 3.1 Community Surveys ?? 3.2 Public Meetings ?? 3.3 Website Development 3.4 Social Media 3.5 Service Delivery/Funding

9.0 Financial Feasibility 9.1 Analyze Existing Budget & CAC Recommendations 9.2 Develop & Recommend Desired Course of Action 9.3 Compare District with other FPD's 9.4 Determine Adequate Financial reserves

10.0 Adoption of Master Plan 10.1 Adoption of Plan & preferred Option

Timeline Key

Full Commitment of ResourcesPreliminary ResearchRefinement of Information

CARBONDALE FIRE DISTRICT MASTER PLAN TIME LINE

Documents

CARBONDALE & RURAL FIRE PROTECTION MASTER PLAN PROPOSAL