HomeMy WebLinkAbout2024-08-06 Agenda and Supporting Documentation Town Council Evening Meeting1.Call to Order
2.Public Participation (6:00pm)
2.1 Public Participation (10 min.)
3.Any action as a result of Executive Session
4.Consent Agenda (6:10pm)
4.1 July 2, 2024 TC Meeting Minutes
4.2 July 16, 2024 TC Meeting Minutes
4.3 July 23, 2024 TC SPECIAL Meeting Minutes
4.4 Contract Award to McKinstry for an Investment Grade
Audit
Staff recommends the Vail Town Council direct the Town
Manager to enter into an agreement with McKinstry for an
investment grade audit in an amount not to exceed $150,000.
4.5 Contract Award to NICX Construction for East Vail Bus
Shelters
Authorize the Town Manager to enter into an agreement, in a
form approved by the Town Attorney, with NICX Construction
for the East Vail Bus Shelters, in an amount not to exceed
$95,595.
VAIL TOWN COUNCIL MEETING
Evening Session Agenda
Town Council Chambers and virtually by Zoom.
Zoom Meeting Link: https://vail.zoom.us/webinar/register/WN_3XLueXIDR1-rYphjsl9fFw
6:00 PM, August 6, 2024
Notes:
Times of items are approximate, subject to change, and cannot be relied upon to determine what time
Council will consider an item.
Public comment will be taken on each agenda item.
Public participation offers an opportunity for citizens to express opinions or ask questions regarding town
services, policies or other matters of community concern, and any items that are not on the agenda.
Please attempt to keep comments to three minutes; time limits established are to provide efficiency in
the conduct of the meeting and to allow equal opportunity for everyone wishing to speak.
07-02-24 TC Meeting Minutes
07-16-24 TC Meeting Minutes
07-23-24 TC SPECIAL Meeting Minutes
EPC Memo 8-06-2024
Town of Vail Energy Performance Contracting Services - McKinstry Response
1
Background: The Town has budgeted to install 3 additional
bus shelters in East Vail at some of the busiest locations, and
received 5 bids for the installations.
5.Action Items (6:10pm)
5.1 Ordinance No. 10, Series of 2024, First Reading, An
Ordinance Rezoning Lot 3, Block 3, Bighorn Subdivision
3rd Addition from Residential Cluster (RC) to Community
Housing-1 (CH-1) (6:10pm)
20 min.
Approve, approve with amendments, or deny Ordinance No.
10, Series of 2024, upon first reading.
Presenter(s): Jamie Leaman-Miller, Planner I
Background: This application is requesting a a zone district
boundary amendment, pursuant to Section 12-3-7,
Amendment, Vail Town Code, to allow for the rezoning of 4355
Bighorn Road, Bighorn Subdivision 3rd Addition, Block 3, Lot
3, from the Residential Cluster (RC) District to the Community
Housing 1 (CH-1) District
6.Adjournment 6:30pm (estimate)
Council Memo 8-06-24
Staff Memorandum - Ordinance No. 10, Series of 2024
Ord. 10 Rezoning Presentation
A. Ordinance No. 10, Series of 2024
B. Staff Memorandum to PEC, July 8, 2024
C. PEC Meeting Minutes, July 8, 2024
D. Applicant Presentation to Council, 8-6-24
E. Application and Supporting Materials
Meeting agendas and materials can be accessed prior to meeting day on the Town of Vail website
www.vail.gov. All town council meetings will be streamed live by High Five Access Media and available
for public viewing as the meeting is happening. The meeting videos are also posted to High Five Access
Media website the week following meeting day, www.highfivemedia.org.
Please call 970-479-2136 for additional information. Sign language interpretation is available upon
request with 48 hour notification dial 711.
2
AGENDA ITEM NO. 2.1
Item Cover Page
DATE:August 6, 2024
SUBMITTED BY:Stephanie Bibbens, Town Manager
ITEM TYPE:Citizen Participation
AGENDA SECTION:Public Participation (6:00pm)
SUBJECT:Public Participation (10 min.)
SUGGESTED ACTION:
VAIL TOWN COUNCIL AGENDA ITEM REPORT
ATTACHMENTS:
3
AGENDA ITEM NO. 4.1
Item Cover Page
DATE:August 6, 2024
SUBMITTED BY:Stephanie Bibbens, Town Manager
ITEM TYPE:Consent Agenda
AGENDA SECTION:Consent Agenda (6:10pm)
SUBJECT:July 2, 2024 TC Meeting Minutes
SUGGESTED ACTION:
VAIL TOWN COUNCIL AGENDA ITEM REPORT
ATTACHMENTS:
07-02-24 TC Meeting Minutes
4
Town Council Meeting Minutes of July 2, 2024. Page 1
Vail Town Council Meeting Minutes
Tuesday, July 2, 2024
6:00 P.M.
Vail Town Council Chambers
The regular meeting of the Vail Town Council was called to order at approximately 6:00 P.M. by
Mayor Coggin.
Full video of the Town Council meeting can be accessed at https://www.highfivemedia.org/town-
vail.
Members present: Travis Coggin, Mayor
Barry Davis, Mayor Pro Tem
Jonathan Staufer
Dave Chapin
Reid Phillips
Samantha Biszantz
Members present via Zoom: Pete Seibert
Staff members present: Russell Forrest, Town Manager
Kathleen Halloran, Deputy Town Manager
Matt Mire, Town Attorney
Stephanie Kauffman (Bibbens), Town Clerk
1. Call to Order
2. Public Participation
Public Participation began at time stamp 0:00:20 on the High Five video.
Jonathon Czarny, from High Five Media, announced the station would be live streaming the Vail
America Days Parade on July 4th.
3. Any Action as the Result of Executive Session
There was none.
4. Consent Agenda
Consent Agenda began at time stamp 0:02:05 on the High Five video.
4.1 June 4, 2024 TC Meeting Minutes
4.2 June 18, 2024 TC Meeting Minutes
5
Town Council Meeting Minutes of July 2, 2024. Page 2
4.3 Resolution No. 32, Series of 2024, A Resolution of the Vail Town Council Approving
Contract Amendment Number Three Between the Town of Vail and the Colorado
Department of Human Services Behavioral Health Administration
Approve, approve with amendments, or deny Resolution No. 32, Series of 2024.
Background: For the past four years, the Town of Vail has acted as a "pass through" for a
mental health co-responder grant from Office of Behavioral Health (OBH). The grant funds are
accepted by the Town of Vail and given to Your Hope Center for their crisis response team.
4.4 Resolution No. 34, Series of 2024, A Resolution of the Vail Town Council Imposing a
Juvenile Curfew and Special Event District Pursuant to Title 6, Chapter 5, Vail Town Code
Approve, approve with amendments, or deny Resolution No. 34, Series of 2024.
Background: In April 2024, Council was presented with a comprehensive plan from the Vail
Police Department to enhance safety measures for the July 4th Holiday Celebration, which
addressed a notable rise in juvenile delinquency from the previous years.
4.5 Contract Award to Hallmark Inc. for the Bridge Scour Countermeasures Project
Authorize the Town Manager to enter into an agreement, in a form approved by the Town
Attorney, with Hallmark Inc. for the Bridge Scour Countermeasures Project, in an amount not to
exceed $460,000.00.
Background: Scouring over the years has exposed the bridge foundations under the Main Gore
Drive bridge and the bridge at the West Vail roundabout over Gore Creek. To protect the
bridges, the project will install riprap along both bridge abutments. Bi-annual CDOT bridge
inspections have determined both bridges to be critical and require action.
Chapin made a motion to approve the Consent Agenda, Davis seconded; motion passed (7-0).
5. Action Items
Resolution No. 33, Series of 2024 began at 0:03:54 on the High Five video.
5.1 Resolution No. 33, Series of 2024, A Resolution Adopting the Go Vail 2045 Mobility &
Transportation Master Plan
Presenter(s): Tom Kassmel, Town Engineer
Approve, approve with amendments, or deny Resolution No. 33, Series of 2024.
Background: The Go Vail 2045 Vail Mobility & Transportation Master Plan has been going
through a public planning process for the past two years. The plan will update suggested traffic,
transit, mobility, and parking improvements to better accommodate current and future
6
Town Council Meeting Minutes of July 2, 2024. Page 3
transportation needs within and around Vail. The PEC has unanimously recommended to
approve and adopt the Master Plan.
Chapin made a motion to approve; Staufer seconded motion passed (7-0).
5.2 Ordinance No. 08, Series of 2024, First Reading, An Ordinance Making Budget
Adjustments to the Town of Vail General Fund, Capital Projects Fund, Real Estate
Transfer Tax Fund, Housing Fund, Dispatch Services Fund, and Timber Ridge Fund of
the 2024 Budget for the Town of Vail, Colorado; and Authorizing the Said Adjustments as
Set Forth Herein; and Setting Forth Details in Regard Thereto
Ordinance No. 08, Series of 2024 began at time stamp 0:07:54 on the High Five video.
Presenter(s): Jake Shipe, Budget Analyst and Carlie Smith, Finance Director
Approve, approve with amendments, or deny Ordinance No. 08, Series of 2024, upon first
reading.
Background: Please see the attached memo.
Staufer made a motion to approve; Chapin seconded motion passed (7-0).
There being no further business to come before the council, Staufer moved to adjourn the
meeting; Davis seconded motion passed (7-0), meet adjourned at 6:23 p.m.
Respectfully Submitted,
Attest: __________________________________
Travis Coggin, Mayor
______________________________
Stephanie Kauffman, Town Clerk
7
AGENDA ITEM NO. 4.2
Item Cover Page
DATE:August 6, 2024
SUBMITTED BY:Stephanie Bibbens, Town Manager
ITEM TYPE:Consent Agenda
AGENDA SECTION:Consent Agenda (6:10pm)
SUBJECT:July 16, 2024 TC Meeting Minutes
SUGGESTED ACTION:
VAIL TOWN COUNCIL AGENDA ITEM REPORT
ATTACHMENTS:
07-16-24 TC Meeting Minutes
8
Town Council Meeting Minutes of July 16, 2024. Page 1
Vail Town Council Meeting Minutes
Tuesday, July 16, 2024
6:00 P.M.
Vail Town Council Chambers
The regular meeting of the Vail Town Council was called to order at approximately 6:00 P.M. by
Mayor Coggin.
Full video of the Town Council meeting can be accessed at https://www.highfivemedia.org/town-
vail.
Members present: Travis Coggin, Mayor
Barry Davis, Mayor Pro Tem
Pete Seibert
Jonathan Staufer
Dave Chapin
Reid Phillips
Samantha Biszantz
Staff members present: Russell Forrest, Town Manager
Kathleen Halloran, Deputy Town Manager
Matt Mire, Town Attorney
Stephanie Kauffman (Bibbens), Town Clerk
1. Call to Order
2. Public Participation
Public Participation began at time stamp 0:00:17 on the High Five video.
There was none.
3. Any Action as the Result of Executive Session
There was none.
4. Consent Agenda
Consent Agenda began at time stamp 0:00:43 on the High Five video.
4.1 Resolution No. 36, Series of 2024, A Resolution Approving the Purchase of
Residential Property
Approve, approve with amendments, or deny Resolution No. 36, Series of 2024.
9
Town Council Meeting Minutes of July 16, 2024. Page 2
Background: The availability of housing for its employees remains an ongoing need for the
Town of Vail municipal government. Over the years the Town has taken a wide range of
approaches to addressing its employee housing needs.
4.2 Resolution No. 37, Series of 2024, A Resolution Approving a Mutual Release of
Restrictive Covenant between the Town of Vail and Freiburg Snow LLC; and Setting
Forth Details in Regard Thereto
Approve, approve with amendments, or deny Resolution No. 37, Series of 2024.
Background: This is an EHU exchange on a home located at 392 Beaver Dam Circle,
authorizing the Town Manager to execute a deed restriction release and approving the request
for an exchange of an employee housing unit, pursuant to Section 12-13-5.
4.3 Resolution No. 38, Series of 2024, A Resolution of the Vail Town Council Approving a
Municipal Judge Services Agreement
Approve, approve with amendments, or deny Resolution No. 38, Series of 2024.
Background: The Town wishes to enter into a Municipal Judge Services Agreement with Cyrus
"Buck" Allen III.4.4 Contract Award to Hess Contracting Inc. to Complete the 2024 Vail Concrete
& Framework
Davis made a motion to approve the Consent Agenda, Staufer seconded; motion passed (7-0).
5. Action Items
Resolution No. 35, Series of 2024 began at time stamp 0:07:34 on the High Five video.
5.1 Resolution No. 35, Series of 2024, A Resolution Approving the Second Amendment
and Restated Development Agreement between the Town of Vail and Triumph Timber
Ridge, LLC Regarding the Development of Timber Ridge Village
Presenter(s): George Ruther, Housing Consultant
Approve, approve with amendments, or deny Resolution No. 35, Series of 2024.
Background: This agenda item advances the critical actions identified in the Vail Town Council
Action Plan, furthers the adopted housing goal for the Town of Vail, and aids Vail in realizing its
vision to be the premier international mountain resort community and as a national leader in the
delivery of housing solutions for its community residents.
Chapin made a motion to approve; Davis seconded motion passed (7-0).
6. Public Hearings
Ordinance No. 08, Series of 2024 began at time stamp 0:03:10 on the High Five video.
10
Town Council Meeting Minutes of July 16, 2024. Page 3
6.1 Ordinance No. 08, Series of 2024, Second Reading, An Ordinance Making Budget
Adjustments to the Town of Vail General Fund, Capital Projects Fund, Real Estate
Transfer Tax Fund, Housing Fund, Dispatch Services Fund, and Timber Ridge Fund of
the 2024 Budget for the Town of Vail, Colorado; and Authorizing the Said Adjustments as
Set Forth Herein; and Setting Forth Details in Regard Thereto
Presenter(s): Jake Shipe, Budget Analyst and Carlie Smith, Finance Director.
Approve, approve with amendments, or deny Ordinance No. 08, Series of 2024 upon second
reading.
Background: Please see attached memo.
Staufer made a motion to approve; Seibert seconded motion passed (7-0).
7. Executive Session
Executive Session began at time stamp 0:16:46 on the High Five video.
Davis made a motion to move into Executive Session pursuant to 1.C.R.S. §24-6-402(4)(a) - to
consider the purchase, acquisition, lease, transfer or sale of any real, personal or other property
interest, C.R.S. §24-6-402(4)(b) to hold a conference with the Town Attorney, to receive legal
advice on specific legal questions, and §24-6-402(4)(e) to determine positions relative to
matters that may be subject to negotiations develop a strategy for negotiations and instruct
negotiators and on the topic of agreements between the Town of Vail, Triumph Timber Ridge
LLC and First Bank related to the redevelopment of the West side of the Timber Ridge
Apartments and further motion to adjourn the regular meeting at the Town Council at the
conclusion of the executive session; Staufer seconded motion passed (7-0).
Meet adjourned at 6:47 p.m.
Respectfully Submitted,
Attest: __________________________________
Travis Coggin, Mayor
______________________________
Stephanie Kauffman, Town Clerk
11
AGENDA ITEM NO. 4.3
Item Cover Page
DATE:August 6, 2024
SUBMITTED BY:Stephanie Bibbens, Town Manager
ITEM TYPE:Consent Agenda
AGENDA SECTION:Consent Agenda (6:10pm)
SUBJECT:July 23, 2024 TC SPECIAL Meeting Minutes
SUGGESTED ACTION:
VAIL TOWN COUNCIL AGENDA ITEM REPORT
ATTACHMENTS:
07-23-24 TC SPECIAL Meeting Minutes
12
Town Council SPECIAL Meeting Minutes of July 23, 2024. Page 1
Vail Town Council SPECIAL Meeting Minutes
Tuesday, July 23, 2024
5:30 P.M.
Vail Town Council Chambers
The Special meeting of the Vail Town Council was called to order at approximately 5:30 P.M. by
Mayor Coggin.
Members present: Travis Coggin, Mayor
Barry Davis, Mayor Pro Tem
Pete Seibert
Jonathan Staufer
Reid Phillips
Samantha Biszantz
Members present virtually: Dave Chapin
Staff members present: Russell Forrest, Town Manager
Kathleen Halloran, Deputy Town Manager
Matt Mire, Town Attorney
Stephanie Kauffman (Bibbens), Town Clerk
1. Call to Order
2. Executive Session
Staufer made a motion to go into executive session; Davis seconded motion passed (6-0
Chapin was not present)
Executive Session pursuant to:
1.C.R.S. §24-6-402(4)(a) - to consider the purchase, acquisition, lease, transfer or sale of any
real, personal or other property interest, C.R.S. §24-6-402(4)(b) to hold a conference with the
Town Attorney, to receive legal advice on specific legal questions, and §24-6-402(4)(e) to
determine positions relative to matters that may be subject to negotiations develop a strategy for
negotiations and instruct negotiators and on the topic of agreements between the Town of Vail,
Triumph Timber Ridge LLC and First Bank related to the redevelopment of the West side of the
Timber Ridge Apartments.
3. Any Action as the Result of Executive Session
There was none.
4. Action Items
13
Town Council SPECIAL Meeting Minutes of July 23, 2024. Page 2
4.1 Resolution No. 39, Series of 2024, A Resolution Approving the Second Amended and
Restated Development Agreement between the Town of Vail and Triumph Timber Ridge,
LLC Regarding the Development of Timber Ridge Village
Presenter(s): George Ruther, Housing Consultant
Approve, approve with amendments, or deny Resolution No. 39, Series of 2024.
Background: This agenda item advances the critical actions identified in the Vail Town Council
Action Plan, furthers the adopted housing goal for the town of Vail, and aids in Vail realizing it's
vision to be the premiere international mountain resort community and as a national leader in
the delivery of housing solutions for its community residents.
Davis made a motion to approve with the correction of a typo stating a $116M threshold,
changed to $97M threshold; Seibert seconded motion passed (7-0).
4.2 Resolution No. 40, Series of 2024, A Resolution Approving the Agreement Related to
Development Agreement and Town Financial Contribution with First Bank and Triumph
Timber Ridge, LLC Regarding the Development of Timber Ridge Village
Presenter(s): George Ruther, Housing Consultant
Approve, approve with amendments, or deny Resolution No. 40, Series of 2024.
Background: The primary objective of the agreement is to prescribe the terms and conditions
whereby the development is completed, and the construction loan is repaid, in the event the
borrower is in default with the terms of the loan documents.
Davis made a motion to approve; Phillips seconded motion passed (7-0).
5. Public Hearings
5.1 Ordinance No. 09, Series of 2024, An Emergency Ordinance Approving the
Conveyance of Real Property Owned by the Town of Vail, Described as Amended Final
Plat, Lot 1, Timber Ridge Subdivision
Presenter(s): George Ruther, Housing Consultant
Approve, approve with amendments, or deny emergency Ordinance No. 09, Series of 2024.
Background: The agenda item advances the critical actions identified in the Vail Town Council
Action Plan, further adopted housing goal of the Town of Vail, and aids Vail in realizing its vision
to be the premier international mountain resort community and as a national leader in the
delivery of housing solutions for its community residents.
Mire explained there would be an added recital to the ordinance to better explain the emergency
ordinance terminology.
14
Town Council SPECIAL Meeting Minutes of July 23, 2024. Page 3
Davis made a motion to approve with the amendment recital Mire previously stated; Seibert
seconded motion passed (7-0).
There being no further business to come before the council, Davis moved to adjourn the
meeting; Staufer seconded motion passed (7-0), meeting adjourned at 6:19pm.
Respectfully Submitted,
Attest: __________________________________
Travis Coggin, Mayor
______________________________
Stephanie Kauffman, Town Clerk
15
AGENDA ITEM NO. 4.4
Item Cover Page
DATE:August 6, 2024
SUBMITTED BY:Kristen Bertuglia, Environmental Sustainability
ITEM TYPE:Consent Agenda
AGENDA SECTION:Consent Agenda (6:10pm)
SUBJECT:Contract Award to McKinstry for an Investment Grade Audit
SUGGESTED ACTION:Staff recommends the Vail Town Council direct the Town Manager to
enter into an agreement with McKinstry for an investment grade audit
in an amount not to exceed $150,000.
VAIL TOWN COUNCIL AGENDA ITEM REPORT
ATTACHMENTS:
EPC Memo 8-06-2024
Town of Vail Energy Performance Contracting Services - McKinstry Response
16
To: Town Council
From: Environmental Sustainability Department
Date: August 6, 2024
Subject: Energy Performance Contract-Investment Grade Audit
I. PURPOSE:
The purpose of this memorandum is to provide background information and present for
approval the contract for the Energy Performance Contract (EPC) for the completion of the
Investment Grade Audit for town and Vail Recreation District facilities.
II. BACKGROUND:
Energy Performance Contracting
The Town of Vail has adopted strategic climate action goals including a 50% reduction in
greenhouse gas emissions by 2030 and an 100% reduction by 2050. These goals can be
supported through upgrades to town facilities which reduce energy consumption and save
significant cost on energy bills. An Energy Performance Contracting process is a mechanism
to identify, fund, and implement energy saving measures for municipal governments and is a
critical tool for achieving carbon reductions in a wholistic, enterprise-wide manner.
In 2010-2012 the town engaged its first Energy Services Company (ESCO) to complete a
facility-wide audit, make recommendations and complete recommendations including building
envelope improvements, facility lighting including both parking structures (T-12 to LED),
heating and cooling mechanical systems, renewable energy and more. This process has
saved the town roughly $250,000/year since implementation. Enough time has passed that
another EPC will prove beneficial to updating systems, HVAC, solar and storage, electric
vehicle projects, and other newer technologies such as smart building automation. Additional
co-benefits of an EPC include increased comfort and air quality in municipal buildings,
resiliency for power outages through solar and storage, cost savings on utility bills, and
potential revenue streams from electric vehicle charging and dispatchable energy storage.
Funding
The 2024 municipal budget includes funding ($150,000) for the Investment Grade Audit (IGA)
phase of an Energy Performance Contract. As the IGA is completed, staff will also seek grant
support as projects develop.
17
Town of Vail Page 2
Colorado Energy Office
The Colorado Energy Office offers significant, free, technical guidance for municipal
participants in their EPC program, including a pre-approved list of Energy Services
Companies (ESCOs) and technical assistance to municipal governments. The Town entered
into a Memorandum of Understanding (MOU) with the Colorado Energy Office in spring, 2024,
to participate in the state program.
CEO on EPCs:
“Energy Performance Contracting (EPC) is a creative model for funding and implementing
capital improvement upgrades, which allows entities to use future cost savings to fund
projects.
Prior to entering an EPC, an Energy Service Company (ESCO) conducts an Investment
Grade Audit (IGA) of your facilities and delivers a project proposal that includes: energy &
water efficiency measures, renewable energy systems, electric vehicle technology, operations
& maintenance and/or metering infrastructure improvements. Using the stream of income from
cost savings or renewable energy produced, the project repays itself over the contract term.”
ESCO Selection
The town received nine responses by Colorado Energy Office pre-approved Energy Services
Companies (ESCOs). Of those, five were short-listed and interviewed. The interview
committee included members of the Environmental Sustainability department and the Public
Works and Facilities team to ensure the project meets Vail-specific demands and provides
competitive pricing and value to the Town.
McKinstry, an ESCO based in Golden, Colorado with extensive mountain-town experience
was determined best able to meet the goals set forth by the town. McKinstry demonstrated
exceptional capability, experience, and value through their written response and interview.
III. STAFF RECOMMENDATION
Authorize the Town Manager to enter into an agreement, in a form approved by the Town
Attorney, with McKinstry, for an Investment Grade Audit of town facilities in an amount not to
exceed $150,000 (budgeted in 2024 for this purpose).
IV. NEXT STEPS
Staff will work with the ESCO to conduct the IGA portion of the EPC over the next 8-12
months and return with a proposed package of efficiency measures for Council to consider.
V. ATTACHMENTS:
A. McKinstry EPC Proposal
18
together, building a thriving planet
Town of Vail
Energy Performance Contracting
Services
Vail, CO
June 21, 2024
19
June 21, 2024
Attn: Cameron Millard
Town of Vail
Environmental Sustainability Department
75 S. Frontage Road W Vail, CO 81657
Re: Request for Proposals, Energy Performance Contracting Services
Dear Mr. Millard and Selection Committee,
McKinstry Essention, LLC (McKinstry) is pleased to present our response to the Town of Vail’s (the Town) for its Request for
Proposals for Energy Performance Contracting Services (EPC). McKinstry is a pre-qualified Energy Service Company (ESCO)
through the State of Colorado’s Energy Office. Based on McKinstry’s experience working with many municipalities throughout
Colorado, we know that Energy Performance Contracting can help to further the Town’s vision to be a “recognized global leader in
sustainability”.
We recognize the importance of the Town’s drive to focus on addressing the global climate emergency, reducing greenhouse gas
emissions, improving local resiliency, and being a climate leader in the Colorado mountain communities. This project can help to
further the Town’s carbon emissions goals of 50% reduction by 2030 and 80% reduction by 2050. We are confident that we have
the experience, expertise, and resources to help you meet and exceed these goals through a comprehensive and collaborative
energy performance contracting (EPC) process.
Based on nearly 60 years of experience that includes working with 252+ municipalities nationwide in addition to several mountain
towns across Colorado such as the Town of Frisco, Town of Granby, City of Gunnison, City of Aspen, City of Steamboat, Town of
Basalt and Routt County, we are confident that we can deliver the highest quality Energy Performance Contracting project for the
lowest cost for the Town of Vail.
WHY MCKINSTRY?
Throughout our enclosed qualifications, you will notice why McKinstry is the best partner for the Town of Vail’s Energy
Performance Contracting project based on the following key proven differentiators:
Focus on Collaboration and True Partnerships. To drive the highest value project for your team and community, McKinstry’s team
believes in collaboration, consistent and frequent communication, and forming long-term partnerships throughout our projects.
With multiple stakeholders involved in this process, all of these components will be a key strategy in creating a project that best
meets the Town’s specific project goals and delivers the highest quality results.
McKinstry has the Largest Energy Performance Contracting ESCO Team Based in Colorado – 150+ Energy Professionals in
Golden, Colorado backed by more than 2,500 Energy Experts Nationwide. We design and manage all our Colorado projects with
local staff and subcontractors, leveraging specialized design, energy, commissioning, and construction expertise from our Golden,
CO office. Locally owned and operated, our Colorado office has been dedicated to keeping dollars and resources within the state
since 2007. Our committed local team, as outlined in the organizational chart, has the bandwidth and expertise to focus on your
project throughout the proposed timeline, offering significant cost-efficiencies compared to other ESCOs that subcontract or rely
on out-of-state resources. We will collaborate closely with the Town to prioritize Energy, Equity, and the Environment in our work
together.
6025 TABLE MOUNTAIN PARKWAY #100 • GOLDEN, CO 80403 • 303.215.4040 • MCKINSTRY.COM
20
Jordan Worthington – Account Executive
303-656-6152 – jordanw@McKinstry.com
Extensive Energy and Decarbonization Experience in High-Altitude Environments. With extensive Colorado and local government
experience, McKinstry has provided over $254 million worth of energy services to the municipal market sector in the last five years,
spanning 252+ cities, counties, and government agencies nationwide. Our team has partnered on local energy projects near Vail,
including collaborations with the City of Aspen, Town of Basalt, and City of Steamboat, bringing valuable background knowledge and
direct experience with Holy Cross in the region. Our experience in high-altitude environments is demonstrated through our work
with Vail and similar mountain towns such as the Town of Frisco, City of Durango, City of Gunnison, and Town of Granby, highlighting
our understanding of the unique energy challenges faced by these communities. This extensive experience enables us to tailor
innovative solutions specifically addressing Vail's needs, ensuring lasting benefits for residents and visitors alike. Decarbonization
lies at the heart of our expertise, and our proven track record in this domain, exemplified by our work in Steamboat, positions us
as leaders in the journey toward a greener future. We recognize the importance of decarbonizing the snowmelt system and have
designed our proposed solutions to align seamlessly with Vail's long-term vision for sustainability.
Long Term Planning. We understand that this project may present challenges in securing funding solely through energy savings.
However, we firmly believe that McKinstry is the right partner to identify alternative funding streams and help create a long-term
plan for decarbonization. McKinstry has consistently demonstrated an unparalleled success rate in securing grants, particularly in
rural Colorado. Our team's expertise in financial modeling and access to a diverse range of funding sources uniquely positions us to
navigate these complexities and ensure the success of this project.
Vision Alignment At McKinstry, our commitment to combating climate change mirrors Vail's steadfast dedication to environmental
stewardship. Our shared values, coupled with our technical prowess and passion for innovation, make us the ideal partner to embark
on this transformative journey together.
We thank you for the opportunity to submit our written qualifications to the Town team. We strongly encourage interviews to
address specific questions or concerns and to meet our team. We greatly appreciate the opportunity to partner with the Town on an
Energy Performance Contract and feel free to reach out to me with any additional questions throughout the evaluation process.
Sincerely,
Stephan Rank – Project Director
720-409-1925 – stephanr@McKinstry.com
6025 TABLE MOUNTAIN PARKWAY #100 • GOLDEN, CO 80403 • 303.215.4040 • MCKINSTRY.COM 21
Please note that this response provides the basic economic terms on which McKinstry would be willing to perform the scope of services outlined here. This
response does not cover all of the terms and conditions relevant to a definitive agreement about these services. Nothing in this response approves legal terms
such as warranties, indemnification, insurance requirements, and limitations of liability, even if those terms were included in the request for proposal. The details
of those terms must be negotiated by the parties and set forth in a definitive agreement with respect to McKinstry’s services.
SECTION 1 .........................................................5
MANAGEMENT APPROACH ....................................... 6
SECTION 2 .........................................................18
PROJECT APPROACH ............................................... 19
SECTION 3 .........................................................48
COST AND PRICING ................................................... 49
SECTION 4 .........................................................53
BEST VALUE ............................................................. 54
APPENDIX
RESUMES
Contents
22
1
Management
Approach
23
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 6
1. Management Approach
1.1 Project Management and Coordination
Provide ESCO’s organization chart (by name as available) for implementing and managing the proposed project, including the title of each individual
shown and the lines of authority within the overall organization. Identify portions of the effort, if any, that are proposed to be subcontracted and
provide the same information for subcontractor organization and personnel.
DEDICATED, LOCAL COLORADO TEAM
We are committed to assigning a dedicated team of local Golden, CO-based energy professionals who understand
Vail's needs. They will assess facilities for lighting, energy, and water efficiency upgrades, renewable energy
systems, MEP, and electric vehicle upgrades to develop and implement a successful investment grade audit and
energy performance contract with ongoing support. Our experienced project directors, construction managers,
and engineers foster a collaborative atmosphere, working closely with Vail personnel, facilities managers, the
Colorado Energy Office, utilities, and subcontractors to exceed Vail's goals and maintain high-level operations
post-construction. Typically, we do not use subcontractors for our audits, but when necessary, we prioritize local
Vail subcontractors to support the local economy. Our client-centric focus ensures Vail receives expertise at every
step without multiple points of contact. Please see our organization chart on the next page.
It is always a pleasure to visit Vail, whether
skiing in the winter or hiking the area in the
summer. The opportunity to give back
through an energy & sustainability project
would be a career highlight!
-Stephan Rank, Project Director
Stephan Rank, Our Project Director with over 29 years of energy
experience, Stephan Rank, is the Town’s continuous point of contact
throughout the entire project, including both the Development and
Construction phases and will quarterback the team ensuring overall
success and the Town’s satisfaction.
I have spent many years visiting in Town of
Vail and have always enjoyed the local
restaurants. They are some of my favorites
in Colorado.”
- Crystal Davis, Construction Services Manager
Crystal Davis, our Construction Services Manager with more than 20
years of experience, has led over $18M of energy project
construction work in the Denver area this year. Crystal’s direct
construction experience, communication, process knowledge, and
familiarity with local government facilities will provide Vail with a
first-class pre-construction and construction experience for this
Energy Performance Contract.
It was my pleasure to work with Vail’s Fleet
and Facilities Management in 2020-2021 on
the city-wide facilities assessment and select
energy audits. It would be fantastic to re-
establish partnership with Vail’s current
leadership, transfer knowledge from those
valuable insights gathered, and support
Vail’s next set of performance goals.”
-Sarah Parsons, Post-Construction Manager
Sarah Parsons, our Post-Construction Manager with 20 years of industry
experience, will lead operations and optimization services for Vail. Sarah
leads the development and delivery of O&M, savings verifications, and
ongoing building performance improvement programs that will exceed
Vail’s expectations in post-construction services.
It was great to work with Vail’s
Environmental Sustainability team on the
recent Solar & Storage Feasibility Study.
Through that project, our team learned a lot
about the Vail’s sustainability goals and how
we might best meet them.”
-Martin Beggs, Renewables Project Director
Martin Beggs, our Renewables Project Director Manager with 16
years of industry experience, will pick up where he left off leading
renewable development services for Vail. Martin Beggs is a NABCEP
Certified PV Installation Professional who had direct involvement in
the development of the Northwest Region Solar PV project that
resulted in 16 solar projects being delivered by McKinstry to 8
different public sector customers across Routt and Moffat Counties.
24
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES| MCKINSTRY RESPONSE | 7
1.Management Approach
ORGANIZATION CHART
McKinstry does a good job of hiring good, strong people to
deliver a great service.”
— Stu Reeves, City of Fort Collins
DEVELOPMENT
AARON SKROCH,
CEM, LEED® AP
Program Manager –
Energy Engineering
BRIAN GAMET, CEM
Director of Project
Development
JOHN DOYLE, CSLT
Project Director,
Lighting Solutions
MARTIN BEGGS, PVIP
NABCEP
Project Director,
Renewables
DESIGN
CLAY HERRIN, PE, CEM,
CMVP, CBCP, CDSM, LEED® AP
Mechanical Engineer
MAYA KADI
Design Project
Engineer
JARRED COULTER,
PE, CEM
Electrical Engineer
CONSTRUCTION
CRYSTAL DAVIS, CEM
Construction Services
Manager
ALEXA VINCI
Sr. Construction Project
Engineer
TOM ALVAREZ
Senior Safety Program
Manager
BRENDAN O’DONNELL
Director, Electric Vehicle
Charging
POST‐CONSTRUCTION
SERVICES
JAMES JOHNSON, CCP
Lead Commissioning
Engineer
JAYMES MCMULLIN,
CMVP, CEM, LEED® GA
Principal Engineer,
Ongoing Monitoring and
Compliance
LEANNE MATTHEWS,
CMVP‐IT, EIT
Program Manager
Measurement & Verification
JORDAN WORTHINGTON
Account Executive
STEPHAN RANK
Project Director
SARAH PARSONS, LEED®
AP BD+C
Post‐Construction Manager
SARA BERRY MARAIST, PE
Program Manager
Federal/State Funding
JOHN MUSSO, LEED® AP,
CEM
Site Superintendent
DAN GACNIK
Business Manager
ASHLEY BRASONVAN
Funding Specialist
BRAD LILJEQUIST
Director of Zero Carbon
Innovation & Leadership
25
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES| MCKINSTRY RESPONSE | 8
1.Management Approach
1.2 Appropriate Market Sector Experience/Expertise
Provide information that emphasizes ESCO’s experience and expertise in our specific market sector.
MCKINSTRY’S MUNICIPAL EXPERTISE
McKinstry has partnered with and provided innovative solutions for many facility and energy projects supporting
ambitious goals including local partners, such as City of Louisville, City of Durango, Town of Frisco, Town of
Grandby, Denver International Airport, Jefferson County, City of Gunnison, City and County of Denver, our first
phase of work with Vail, as well as larger national municipalities such as the City of Austin, Phoenix, and
Portland. Like Vail, all these local governments are leading the charge on facility management and energy
practices and have pursued EPC. We are committed to working with Vail, not only to strengthen and support both
your strategic goals such as repairing and maintaining existing infrastructure, promoting public safety,
environmental health, and sustainability in a tiered approach supporting your Sustainability Action Plan, but also
to support your specific sustainability goals to be environmentally sustainable by reducing carbon emissions by
50% by 2030 and 80% by 2050. We also always strive to develop a project to serve as a model for the at‐large Vail
community.
As a company, McKinstry has a rich history of helping make positive changes within facilities. Across all markets,
McKinstry has performed over $800M nationally in energy services over the past five years. We have many clients
that have come back for multiple phases – Foothills Park & Recreational District (2), Denver Public Schools (2),
City of Boulder (4), Jefferson County (2), City and County of Denver (2), and Routt County (2) – and are proud
that our legacy clients value our relationship in terms of savings and integrity so much that they return to us year
after year to complete additional phases of ESPC work. We would love to add Vail to our list of legacy clients. As
we have mentioned previously, we are familiar with Vail’s buildings from our Solar Feasibility Study that we will
leverage for your energy performance project.
The map below includes our 250+ municipal partners nationwide and highlights our Colorado municipal
experience with similar, relevant facilities to Vail. We can provide contact information for any project listed
below. Our team prides itself on our long‐term relationships and client references.
26
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES| MCKINSTRY RESPONSE | 9
1.Management Approach
List in one table the Energy Performance Contracting projects developed and implemented by your firm in our specific market sector within the past
five years. Only include projects where work was directly conducted by your company.
PROJECT NAME
FACILITY
TYPE/
PROJECT TYPE
CITY AND STATE PROJECT SIZE ($) SQUARE
FEET
YEAR
COMPLETED
City and County of Denver, Ph. 2 Government Denver, CO Audit in Progress 4,000,000 Ongoing
Town of Bayfield Government Bayfield, CO Audit in Progress 51,477 Ongoing
Town of Bennett Government Bennett, CO Audit in Progress 125,886 Ongoing
Town of Frisco Government Frisco, CO Audit in Progress 71,177 Ongoing
City of Henderson Government Henderson, NV $5,100,000 N/A (parks
& trails) Ongoing
City of Ogden Government Ogden, UT Audit in Progress 1,000,000 Ongoing
Huerfano County, Ph. 2 Resiliency
Remodel Government Walsenburg,
CO $2,200,000 20,000 In Final Design
City of Boulder, Phases 1‐4 Government Boulder, CO $17,000,000 1,500,000 In Construction
City and County of Denver EPC
and Community Solar Government Denver, CO $42,000,000 1,800,000 In Construction
Denver International Airport Government Denver, CO $83,000,000 8,000,000 In Construction
City of Gunnison Government Gunnison, CO $4,000,000 211,000 In Construction
City of Phoenix Government Phoenix, AZ $7,000,000 1,600,000 In Construction
City and County of Denver Government Denver, CO $16,000,000 1,800,000 In Closeout
Foothills Park & Rec. District, Ph. 2 Government Littleton, CO $8,000,000 401,256 In Closeout
Huerfano County Government Walsenburg, CO $2,400,000 157,313 In Closeout
City of Durango Government Durango, CO $5,500,000 298,200 2024
Fremont RE‐2 School Dist., Ph. 2 Government Florence, CO $7,100,000 400,000 2023
City of Louisville Government Louisville, CO $265,000 300,000 2023
Town of Vail Solar Audit Government Vail, CO $35,000 N/A 2023
City of Craig Government Craig, CO $1,100,000 100,000 2022
Town of Hayden Government Hayden, CO $1,100,000 150,000 2022
Moffat County Government Craig, CO $490,000 50,000 2022
Moffat County School District Government Craig, CO $560,000 150,000 2022
Town of Oak Creek Government Oak Creek, CO $75,000 8,000 2022
Routt County, Ph. 2 Government Hayden, CO $1,300,000 200,000 2022
City of Steamboat Springs, Ph. 2 Government Steamboat
Springs, CO $989,000 100,000 2022
Town of Yampa Government Yampa, CO $68,000 8,000 2022
City of Clearfield Government Clearfield, UT $2,000,000 153,000 2019
Jefferson County, Ph. 2 Government Golden, CO $1,600,000 533,100 2019
City of Lakewood Government Lakewood, CO $2,400,000 254,631 2019
The following pages of project profiles provide recent and relevant examples of McKinstry's work with other
similar local municipalities.
27
Project Overview
in May 2019, City of Durango contracted with McKinstry to perform an
investment Grade Audit (iGA) of 16 city facilities and 13 parks throughout
Durango. The goal of the iGA was to investigate opportunities that led to an
energy savings performance contract whereby measures would be constructed
to accomplish the following:
•improve City facilities
•Reduce maintenance challenges
•Reduce utility costs,
•implement capital improvement measures
•Progress the City ’s sustainability goals
Through our iGA efforts and partnership with the City of Durango,
McKinstry developed an ESPC project
to achieve the City's goals of reducing
energy use by 25% and interior water
use by 18% by 2025, and generating
50% renewable energy by 2030.
This includes an HVAC renovation at
Carnegie Hall. The project delivers
$335,224 in annual energy savings,
$11,483 in operational savings, and
$101,114 in utility incentives, with a
total cost of $6,466,881. A $1,000,000
grant from the Colorado Department
of Local Affairs offsets upfront costs,
with the remainder financed by the
City of Durango. The financial term is
16.2 years.
CITY OF DURANGO ENERGY SAVINGS PERFORMANCE CONTRACT
delivery method
Design/Build Energy Performance
project size
18 Buildings
13 Parks
project dates
2019-2025
Contact
Marty Pool
Sustainability Manager
970.375.5061
marty.pool@durangogov.org
1.Management Approach
RELEVANCE TO VAIL
Municipality that had renewable energy
and sustainability goals to accomplish and
were developed through a planning process
focused on asset remaining life, energy
efficiency, electrification and renewable
energy measures. Many of the facilities were
similar to Steamboat Springs such as the
airport, municipal ski hill, city hall, ice rink,
and community center.
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES| MCKINSTRY RESPONSE | 10 28
Project Overview
in light of the Marshall Fire's devastating impact on Louisville, which destroyed
550 homes and businesses on December 30, 2021, the City accelerated its
commitment to combat climate change. Having previously adopted Resolution
25-2019 and a Sustainability Action Plan, the City, shaken by the fire attributed
to climate change, intensified its efforts to achieve decarbonization targets.
Responding to this urgency, the City contracted McKinstry in 2022 to create a
comprehensive roadmap for the electrification and decarbonization of 100% of
City buildings, fleet, equipment, and operations by 2030. The roadmap, finalized
in 2023, was subsequently adopted by the City Council on October 10, 2023.
Scope included:
•ASHRAE Level 2 Audits
•Electrification studies for 10
buildings and all City fleet
•Assessment of 2.5MW of
renewable energy across 10 sites
•Financial and grant analysis
•Load reduction measure
development across all 10 sites
•Xcel territory program evaluation
•$51M in scope identified
CITY OF LOUISVILLE DECARBONIZATION ROADMAP
delivery method
Design/Build Energy Performance
project size
10 Buildings
project dates
12/2021 - 10/2023
Contact
Kevin Frey
Facilities Superintendent
Public Works
303.335-4766
KFrey@LouisvilleCO.gov
RELEVANCE TO VAIL
Developed an actionable roadmap
for the City's 2030 sustainability and
decarbonization goals, including
benchmarking, renewable energy and
electrification feasibility, fleet electrification,
EV charging roadmap, energy efficiency
measures, resiliency, and identifying over
$10M in funding and grant opportunities, with
$4.7M secured.
1.Management Approach
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES| MCKINSTRY RESPONSE | 11 29
Project Overview
in March 2020, the northwest (nW) Colorado Regional partners contracted with
McKinstry to perform a feasibility study for solar and resiliency opportunities
across 15 different sites throughout the Routt County and Moffat County region.
Partners within this scope included City of Steamboat, City of Craig, Moffat
County, yampa Valley Regional Airport, Town of yampa, Town of Oak Creek,
Moffat County School District, Mount Werner Water, and Town of Hayden. The
goal of the feasibility study was to investigate opportunities to deploy ground
and roof-mounted solar arrays and investigate the potential for resiliency across
several different sites whereby the final scope would be ready to move into a
construction phase and would accomplish the following:
•Reduce energy and utility costs
•improve energy reliability
•increase resiliency across sites
•Offset grid energy usage at each site
•Progress renewable energy goals of
state
As a result of the feasibility study efforts,
the partnership formed with the nW
Colorado Regional partners with focused
consideration of all of the stakeholder’s
priorities. McKinstry engineered a series
of arrays and resiliency solutions which
were designed to meet the goals above
and assembled these into a project that
was constructed through an Energy
Performance Contract (EPC) approach with
each regional partner.
ROUTT AND MOFFAT COUNTY REGIONAL PROJECT
delivery method
Design/Build Energy Performance
project size
13 Sites
project dates
03/2016 - 03/2017
Contact
Winnie DelliQuadri
Special Projects &
intergovernmental Services
Manager
970.871.8257
wdelliquadri@steamboatsprings.
net
RELEVANCE TO VAIL
Community partnership
including municipalities to
improve regional resiliency
and alternative energy through
shared solar sites.
1.Management Approach
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES| MCKINSTRY RESPONSE | 12 30
Project Overview
Driven by a shared commitment to sustainability, Alterra and McKinstry have
extended their partnership to create a healthier planet. Alterra, part of the
Climate Collaborative Charter, is dedicated to waste reduction, renewable
solutions, and impactful public policies. McKinstry's energy audit work led to an
expanded collaboration, implementing Smart Thermostats and Existing Building
Commissioning across Alterra's 15 resorts in north America, with an estimated
$500k in annual energy savings. The initiative also involves developing Green
Building Design Standards to help Alterra reduce its carbon footprint by 50%
and achieve 100% renewable energy use by 2030. The ongoing project, covering
104 buildings and 4 million sq. ft., aims to reduce GHG emissions, enhance
operational efficiency, pursue carbon neutrality, and set new industry standards.
Scope includes:
•Greenhouse Gas inventory
•Energy Audits
•Commissioning
•Active Energy Management
•Solar Feasibility Studies
•Asset Management Platform
ALTERRA MOUNTAIN COMPANY
delivery method
Design/Build Energy Performance
project size
15 resorts across north America
104 buildings
4M sq. ft
project dates
01/2022 - current
continuing services
Active Energy Management
Ongoing Commissioning
Green Building Standards Design
Development
RELEVANCE TO VAIL
McKinstry teamed up with a ski
industry leader to conduct energy
audits across their portfolio, a
solar study at Steamboat, and a
Greenhouse Gas (GHG) Emissions
Inventory. They are also guiding
Alterra on green building design
standards that support their goal to
cut carbon emissions by 50% and
achieve 100% renewable energy by
2030.
1.Management Approach
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES| MCKINSTRY RESPONSE | 13 31
Project Overview
With a rich history of ranching, agriculture, mining and outdoor recreation,
the City of Gunnison is an exemplar of the Colorado spirit. As with many small
communities, the City was challenged with significantly older buildings with
operational inefficiencies. Their goals included reducing operating expenses,
revitalizing aging facilities, enabling staff training, and developing a plan for
future growth in clean energy.
Partnering with McKinstry on an innovative financing approach, the City of
Gunnison was able to combine electric vehicle charging station grants, and the
EiAF grant to implement 150 kW of solar PV systems, comprehensive LED lighting
upgrades at local recreational fields, installation of electric vehicle chargers at the
community center and improve occupant wellness through HVAC replacement
and mechanical retrofits at city-owned facilities. The results reduced project
paybacks from 42 to 13 years and have decreased the overall GHG emissions
by 19.2%.
Project Highlights:
•increased resiliency and electrification
at Community Center Designated
Emergency Shelter
•Reallocates utility spend to fund
upgrades
•Progresses Governors 100% Renewable
Energy Goal
•Reduced City’s CO2 emissions by
21%
•Increased City ’s EV charging
capacity
CITY OF GUNNISON ENERGY SAVINGS PERFORMANCE CONTRACT
delivery method
Design/Build Energy Performance
project size
19 Buildings
211,000 SF
project dates
03/2016 - 03/2017
Contact
Ben Cowan
Finance Director
970.641.8162
BCowan@gunnisonco.gov
RELEVANCE TO VAIL
Similar building profile focused
on goals to reduce expenses,
upgrade facilities, and future
growth resiliency within an EPC
model.
1.Management Approach
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES| MCKINSTRY RESPONSE | 14 32
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 15
1.Management Approach
1.3 Project Personnel and Staffing
Identify each individual(s) who will have primary responsibility for the following tasks: technical analyses, engineering design, construction management, construction, training, post‐construction measurement and verification, and other services. Include a table to identify and describe the individual(s) who will have primary
responsibility for each task. Also include any added expertise and capability of staff available through other branch offices, subcontracts, etc., that you can provide.
The table on the pages below provides all necessary required information of the project team with a sampling of project experience. Percentage of time on projects will vary based on phase of project and measures that are being
investigated/implemented.
NAME & TITLE
STAFF OR SUBCONTRACTOR
BASE LOCATION
INTENDED ROLE ON THE TOWN OF VAIL PROJECT
PROJECT RESPONSIBILITY % OF
TIME ON
PROJECT
LEVEL OF
EXPERTISE RELEVANT PROJECTS IN SIMILAR ROLE* Technical
Analyses
Engineering
Design
Construction
& Training
Measurement
& Verification
Post-Const.
Support
Stephan Rank
Project Director
Staff | Golden, CO
As Project Director, Stephan is the continuous point of
contact throughout the life of the project and will oversee
team leads on development, construction, M&V and on‐
going services. Stephan is responsible for overall client
satisfaction and project success.
80% 27 years of
industry
experience
•City and County of Denver Phase 1 EPC $16M
•University of Colorado, Boulder EPC $5M
•Foothills Park and Recreation EPC $8M
•Aurora Public Schools EPC $7M
•Adams 12 Five Star Schools EPC $2M
Jordan Worthington
Account Manager
Staff | Golden, CO
Works collectively with Stephan to ensure communication,
client relationship/satisfaction, and coordination is optimized
to ensure maximum understanding between Vail and
McKinstry. Jordan will also work to ensure funding,
contracting and technical scope is aligned for successful
project completion.
10‐30% 9 years of
industry
experience
•Town of Frisco EPC - in audit , $71K
•City of Boulder EPC, $1.8M
•Adams 12 Five Star School District EPC, $2.1M
•Aurora Public Schools EPC, $7M
•North Park School District EPC, $1.2M
Brian Gamet, CEM
Director of Project
Development
Staff | Golden, CO
Brian’s primary responsibilities are to lead the regional
development organization in the development of Energy
Performance Contracts. He supports the analysis, energy
auditing, engineering, project scoping, financial feasibility
analysis as well as technical documentation for driving best
value in self‐funding facility improvement and energy
conservation measures.
10% 31 years of
industry
experience
•Foothills Park & Recreation Phase 2 EPC, $8M
•Adams 12 Five Star School District EPC, $2M
•City and County of Denver Phase 1 EPC, $16M
•Huerfano County EPC, $2.2M
•City of Louisville Decarbonization EPC
•Denver International Airport EPC, $83M
Aaron Skroch, CEM, LEED AP
Program Manager – Energy
Engineering
Staff | Golden, CO
Leads teams that deliver complex scopes for government
customers. He brings significant knowledge of auditing,
energy modeling and HVAC systems as well as a
heartwarming knack for communicating with customers to
deliver a successful performance contract project throughout
the development phase.
70‐80% 20 years of
industry
experience
•City and County of Denver Phase 1 EPC, $16M
•City and County of Broomfield EPC, $4M
•City of Lakewood EPC, $2.4M
•Huerfano County EPC, $2.2M
•City of Louisville Decarbonization EPC
Martin Beggs,
PVIP, NABCEP
Project Director, Renewables
Staff | Golden, CO
Martin manages solar development and design to involve
internal and external engineers and subcontractors early and
fully. He prepares competitive RFPs, project budgets, cost and
constructability risk reviews, preliminary construction
schedules, and final, guaranteed maximum (GMAX) pricing for
McKinstry's solar customers. Martin handles all critical project
items during implementation, commissioning, and closeout.
He engages on all critical project items that come up.
25% 16 years of
industry
experience
•Foothills Park & Recreation Phase 2 EPC, $8M
•Adams 12 Five Star School District EPC, $2M
•City and County of Denver Phase 1 EPC, $16M
•City and County of Denver Community Solar, $40M
•Huerfano County EPC, $2.2M
•Town of Basalt EPC, $1.2M
•Denver International Airport EPC, $83M
John Doyle, CSLT
Project Director, Lighting
Solutions
Staff | Phoenix, AZ
John will work with the internal lighting team to ensure the
scope and design standards are followed during the audit and
design phase. He will review the designs and drawings to
ensure that the final design is buildable and optimized for
quick and efficient installation for all lighting scopes over
work during both the development and construction phases
of the project.
50% 32 years of
industry
experience
•City of Phoenix Convention Center EPC, $6M
•City of Glendale Investment Grade Audit
•Tucson Unified School District EPC, $2.5M
•Colorado State University Pueblo LED Retrofit, $2.3M*
*Denotes project completed with another firm
33
THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 16
1.Management Approach
NAME & TITLE
STAFF OR SUBCONTRACTOR
BASE LOCATION
INTENDED ROLE ON THE TOWN OF VAIL PROJECT
PROJECT RESPONSIBILITY % OF
TIME ON
PROJECT
LEVEL OF
EXPERTISE RELEVANT PROJECTS IN SIMILAR ROLE* Technical
Analyses
Engineering
Design
Construction
& Training
Measurement
& Verification
Post-Const.
Support
Brad Liljequist
Director, EV Charging
Staff | Seattle, WA
Brad is a nationally respected leader in decarbonization, well
known for both thought leadership and achieving actual
results. A serial climate solutions innovator, he is now
dedicated to accelerating decarbonization via EPC..
20% 30 years of
industry
experience
•City and County of Denver Phase 1 EPC $16M
•City of Louisville Decarbonization Plan $250K
•Salt Lake City School District EPC $29.3M
•City of Tacoma Biogas Treatment Facility $12.4 M
Brendan O’Donnell
Director, EV Charging
Staff | Seattle, WA
Brendan leads McKinstry’s centralized team focused on EV
charging planning, design, installation and operation. He will
oversee the comprehensive development of vehicle
electrification and infrastructure solutions.
20% 15 years of
industry
experience
•Seattle City Light Fast Charging Network, Seattle, WA*
•Burlington Northern Santa Fe (BNSF) Intermodal
Charging Yard City, Seattle, WA*
•Amazon Fleet Charging, Multiple Countries*
*Denotes project completed with another firm
Sara Berry-Maraist, PE
Program Manager,
Federal/State Funding
Staff | Golden, CO
As Market Development Program Manager, Sara drives the
Inflation Reduction Act (IRA) strategy and is responsible for
staying abreast across all federal funding guidance,
compliance, and any new funding announcements. She
provides hands on support to clients and community
organizations helping to best understand the variety of
federal tax incentives, grants, and other programs they can
utilize.
10% 6 years of
industry
experience
•Town of Basalt ‐ Anticipated 30% IRA Funding in 2024‐
2025
•City and County of Denver ‐ Anticipated 25.5% IRA
Funding in 2024
•Huerfano County ‐ Anticipated 25.5% IRA Funding in
2024
•Moffat County ‐ Anticipated 30% IRA Funding in 2024‐
2025
Clay Herrin, PE, CEM, CMVP,
CBCP, CDSM, LEED AP
Mechanical Engineer
Staff | Golden, CO
As our Mechanical Engineer, Clay serves as the engineer of
record for projects and manages scoping, fees, as well as
provides engineering insight into projects. He assists in
communication and coordination efforts and also provides
quality control and assurance by monitoring the design and
reviewing deliverables throughout the life of a project.
25‐50% 27 years of
industry
experience
•Huerfano County EPC, $2.2M
•City of Gunnison EPC, $4M
•City of Boulder, Open Space and Mountain Parks A/C
Design
•Denver International Airport EPC, $83M
Maya Kadi
Design Project Engineer
Staff | Golden, CO
As a Design Project Engineer, Maya is responsible for
reviewing designs for functionality, designing HVAC and
plumbing systems for new and existing buildings, reviewing
engineering design and energy model outputs, and assisting
project teams with the implementation of project designs.
25‐50% 7 years of
industry
experience
•Huerfano County EPC, $2.2M
•City and County of Denver Phase 1 EPC, $16M
•City of Gunnison EPC, $4M
•Fremont RE‐2 School District, Phase 1‐2, $10.3M
•Salt Lake City School District EPC, $29.3M
Jarred Coulter,
PE, CEM
Electrical Engineer
Staff | Seattle, WA
Jarred is responsible for electrical calculations, selecting and
sizing electrical systems, selecting and laying out lighting
fixtures, ensuring all applicable codes are met in design, and
adhering to the project’s design budget and schedule. He also
works collaboratively with Martin/solar team to complete any
electrical components for solar PV scopes of work.
25% 26 years of
industry
experience
•Huerfano County EPC, $2.2M
•City and County of Denver Phase 1 EPC, $16M
•City and County of Broomfield EPC, $4M
•Denver International Airport EPC, $83M
•Salt Lake City School District EPC, $29.3M
Crystal Davis, CEM
Construction Services
Manager
Staff | Golden, CO
As Construction Services Manager, Crystal is responsible for
managing the MTN region construction team and all
construction management related functions including hiring
and managing subcontractors, managing project budget and
critical path schedule, all project‐related contractual
documents, and site supervision management support.
50% 21 years of
industry
experience
•Denver Community Solar Gardens, $40M
•Denver International Airport EPC, $83M
•Origis, SkyHaw 100MW Solar Farm, $75M*
•Next Era, Elora 150 MW Solar Farm, $68M*
*Denotes project completed with another firm
Alexa Vinci
Sr. Construction Project
Engineer
Staff | Golden, CO
As project engineer, Alexa will be responsible for supporting
the design process, executing systems design, optimizing
design, and providing constructability reviews. She will
organize subcontractors and ensure all activities go smoothly
throughout the construction phase.
90% 5 years of
industry
experience
•Foothills Park & Recreation Phase 2 EPC, $8M
•City and County of Denver Phase 1 EPC, $16M
•Denver Community Solar Gardens, $40M
•NW Colorado Regional Solar PV, $6.3M
•Colorado School of Mines EPC, $4.8M
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THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 17
1.Management Approach
NAME & TITLE
STAFF OR SUBCONTRACTOR
BASE LOCATION
INTENDED ROLE ON THE TOWN OF VAIL PROJECT
PROJECT RESPONSIBILITY % OF
TIME ON
PROJECT
LEVEL OF
EXPERTISE RELEVANT PROJECTS IN SIMILAR ROLE* Technical
Analyses
Engineering
Design
Construction
& Training
Measurement
& Verification
Post-Const.
Support
John Musso,
LEED AP, CEM
Site Superintendent
Staff | Golden, CO
As Site Superintendent, John is responsible for on‐site
supervision and coordination of all trades and subcontractors’
field activities. He also is responsible for preparing and
completing all daily project documentation, overseeing
compliance with on‐site safety and environment issues, and
overseeing all post‐construction services.
100% 46 years of
industry
experience
•Foothills Park & Recreation Phase 2 EPC, $8M
•City and County of Denver Phase 1 EPC, $16M
•City of Lakewood EPC, $2.4M
•Denver International Airport EPC, $83M
•Denver Public Schools EPC, $8.5M
Tom Alvarez
Sr. Safety Program Manager
Staff | Golden, CO
Tom delivers construction safety experience for the project and
is responsible for McKinstry’s safety planning, training,
compliance, and overall coordination. His expertise includes
safety leadership, safe‐work planning, safety training,
construction safety and health, behavior‐based safety,
incident/injury‐free environment, project safety audits and job‐
hazard analysis.
10% 20 years of
industry
experience
•Foothills Park & Recreation Phase 2 EPC, $8M
•City and County of Denver Phase 1 EPC, $16M
•Denver International Airport EPC, $83M
•Denver Public Schools EPC, $8.5M
•Colorado School of Mines EPC, $4.8M
James Johnson, CCP
Lead Commissioning
Engineer
Staff | Golden, CO
James’ responsibilities include implementing commissioning,
project closeout activities and training for Vail on new and
existing equipment and systems as part of the project.
10‐20% 10 years of
industry
experience
•Commerce City Civic Center Retro‐Commissioning
•Foothills Park & Recreation Phase 2 EPC, $8M
•City and County of Denver Phase 1 EPC $16M
•City of Lakewood EPC, $2.4M
•Denver International Airport EPC, $83M
Sarah Parsons,
LEED AP BD+C
Post-Construction Manager
Staff | Golden, CO
Sarah is responsible for working with clients on all post‐
construction services as the primary project manager. This
includes all ongoing O&M, M&V and behavioral engagement
programs that may continue for 1‐3 years (or more) after
construction has been completed.
25‐50% 19 years of
industry
experience
•Commerce City Facilities Condition Assessment
•City and County of Denver Phase 1 EPC, $16M
•Denver International Airport EPC, $83M
•Salt Lake City School District EPC, $29.3M
•Colorado School of Mines EPC, $4.8M
Jaymes McMullin, CMVP, CEM,
LEED GA
Principal Engineer, Ongoing
Monitoring and Compliance
Staff | Golden, CO
Jaymes is focused on identifying and quantifying energy
conservation measures and monitoring performance over
time through McKinstry’s behavioral engagement program.
Jaymes will work with all key stakeholders after construction
has been completed to collaboratively roll out the powerED
program.
25% 18 years of
industry
experience
•City and County of Denver Phase 1 EPC, $16M
•Denver International Airport EPC, $83M
•Denver Public Schools EPC, $8.5M
•University of Colorado Boulder Coors Event Center EPC,
$2.4M
•University of Colorado Boulder Wilderness Place EPC,
$6.3M
Leanne Matthews, CMVP IT,
EIT
Program Manager, M&V
Staff | Golden, CO
As Measurement & Verification (M&V) Program Manager,
Leanne is responsible for providing direction and oversight of
post‐construction activities including performance assurance
and M&V programs, sustainability services, ongoing
commissioning, and monitoring to ensure client goals are
met. She will lead and engineer all M&V activities for up to 3
years following construction completion.
20% 3 years of
industry
experience
•City and County of Denver Phase 1 EPC, $16M
•City of Lakewood EPC, $2.4M
•City of Gunnison EPC, $4M
•NW Colorado Regional Solar PV, $6.3M
•Denver International Airport EPC, $83M
•Salt Lake City School District EPC, $29.3M
*RESUMES
Include resumes/historical information for each member of the proposal project team. Include a list of their relevant projects during the last five years including role, type of project, project cost, and any other information to support their skills/knowledge.
Please see one‐page resumes provided in Appendix A that reflect relevant project experience to Vail. Full resumes for our project team are available upon request.
35
2
Project
Approach
36
TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES, RFP 24-077 | MCKINSTRY RESPONSE | 19
2.Project Approach
Project Approach
The expectation is that there will be schematic and design development phases where client input and approvals will be required prior to construction
document development. Additionally, the client will provide design build design intent specifications for the major mechanical, electrical, plumbing and
technology improvements that may be looked at for energy savings. The requirements of these specifications will need to be incorporated into the
design documents and final construction.
PRELIMINARY ANALYSIS
McKinstry understands the Town of Vail’s need to partner with an ESCO to better understand the larger opportunity
at the proposed 24+ facilities prior to engaging in an Investment Grade Audit (IGA). McKinstry is very familiar and
accustomed to providing preliminary analysis of facilities to make sure a targeted audit scope is agreed upon in
advance and meets the priorities and goals of the Town of Vail before getting started on any IGA. Our process is as
follows:
•Gather Initial Information:
We start by collecting basic information about the Town’s facilities.
This may include building size, age, usage patterns, occupancy
schedules, and historical energy consumption data.
Next, we obtain any existing documentation related to energy
systems, such as utility bills, maintenance records, and equipment
specifications.
•Site Visit and Visual Inspection:
Our team conducts a brief walkthrough of key facilities to visually
assess the building envelope, lighting systems, HVAC (heating,
ventilation, and air conditioning) systems, controls, and other energy-
related equipment.
Then we look for signs of inefficiencies, such as air leaks, outdated
equipment, inefficient lighting, or poor insulation.
•Benchmarking and Comparison:
McKinstry engineers will utility benchmark the Town’s facilities against
similar buildings to assess their energy performance relative to peers.
After benchmarking the Town’s facilities, we can then identify outliers
or deviations from expected energy consumption patterns that may
indicate opportunities for improvement.
•Prioritization of Potential Measures:
McKinstry evaluates the feasibility, cost-effectiveness, and potential
risks associated with implementing different energy efficiency
measures.
We then prioritize recommendations based on factors such as
payback period, facility and equipment conditions, and impact on
overall energy consumption.
•Town Consultation and Review:
We present the preliminary analysis findings to the Town and solicit
your feedback and input.
We address any questions or concerns raised by the Town and adjust
the proposed approach as necessary based on the input.
Then, we agree on final scope of the IGA.
GATHER INITIAL
INFORMATION
TOWN
CONSULTATION AND
REVIEW
BENCHMARKING
AND COMPARISON
SITE VISIT AND
VISUAL INSPECTION
PRIORITIZATION
OF POTENTIAL
MEASURES
PRELIMINARY
ANALYSIS PROCESS
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THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 20
2.Project Approach
By following this structured approach for a preliminary analysis of Town facilities, we can effectively identify and prioritize opportunities
for energy savings and tailor your energy audit to target specific scopes at specific facilities, ultimately helping the Town of Vail achieve
your energy efficiency goals while being efficient with the audit scope and associated fee.
We performed an effort similar to this at the University of Colorado Boulder with the intent of focusing the IGA effort that moved
forward to contract. For this specific customer, we focused on building energy utilization indexes (EUIs), comparing actual values with
expected values based on facility type benchmarks. In addition, we included existing facility condition data the customer provided as well
as our field observations to arrive at a recommended list of facilities to move forward with into a full IGA.
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THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 21
2.Project Approach
Investment Grade Audit
McKinstry’s project approach to the investment grade audit and performance
contracting can be summarized in three words: collaboration, flexibility, and
transparency. We believe first and foremost that successful energy performance
contracting relationships hinge on a high degree of collaboration and
communication with our clients, as shown in the graphic to the left. As we
mentioned previously, we will leverage our past experiences with these buildings
as a starting point to ensure that we do not do double work.
We are your long-term energy, sustainability, funding and
facility partner and are not here as just a vendor. For us to
provide value, we must understand your vision, your goals,
your preferences, and your expectations from Day 1.
Throughout the investment grade audit phase, we work
closely with you to gather all the necessary information and
develop a holistic program that meets everyone’s needs,
alleviates any concerns of decision-makers and implements
the desired improvements. Our municipal clients typically
define a partner with the following examples:
•An ESCO familiar with auditing high-elevation
municipalities. McKinstry has partnered with over
30 local governments in Colorado on EPCs in the
past decade, with many being similarly located
high-elevation mountain towns. Our team will
bring the experience – and lessons learned – in
auditing these unique areas to the Vail audit.
•An ESCO who understands your needs and helps
you solve your toughest problems – being
recognized as a global leader in sustainability,
demonstrating aggressive action on global climate
change, resource efficiency, ecosystem protection
and community awareness and education. We
understand that your larger climate action goals to
reduce carbon emissions by 50% by 2030 and 80%
by 2050 need to be overlayed with these themes.
Our team has experience working with
municipalities to address decarbonization goals
through the development of comprehensive
energy performance contracts that align with
overarching climate action objectives.
PROJECT
APPROACH
PRELIMINARY DEVELOPMENT
Utility data analysis
Develop preliminary ECM/FIM list
Design Team reviews work
ROUGH ORDER OF MAGNITUDE
(ROM) DEVELOPMENT
Finalize ECM/FIM list for client
Design Team reviews & comments
30% PRELIMINARY FINDINGS
MEETING
60% ROM PRESENTATION
90% PRE-FINAL MEETING
Complete cost and
constructability reviews
Design Team informs GMAX pricing
GUARANTEED PRICING AND
SAVINGS DEVELOPMENT
CONTRACTING, CONSTRUCTION
AND COMMISSIONING (Cx)
Development Team works with
Construction Manager
POST-CONSTRUCTION SERVICES/
MEASUREMENT & VERIFICATION
Warranty Services | Customer
Training | M&V Reports
PROJECT KICK-OFF
Vail helps
prioritize
opportunities and
remove those not
feasible or desired
Vail makes final
selection of
measures for
project inclusion
Vail selects
individual
measures to
move forward to
pre-final
development
Collaboration Throughout
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THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 22
2.Project Approach
By partnering with an ESCO deeply committed to understanding your needs and addressing your toughest
challenges, you're not just investing in energy solutions — you're investing in a strategic ally dedicated to
advancing your position as a global leader in sustainability. Our track record speaks volumes: from
spearheading aggressive action on global climate change to championing resource efficiency, ecosystem
protection, and community awareness and education
initiatives, we have consistently demonstrated our
unwavering commitment to driving meaningful change
on a global scale.
•As you embark on the journey to reduce carbon
emissions by 50% by 2030 and 80% by 2050, we
recognize the imperative of integrating these themes
into every facet of our partnership. Our team brings
extensive experience collaborating with municipalities
to develop holistic decarbonization strategies that not
only meet, but exceed, ambitious emission reduction
targets. By overlaying your larger climate action goals
with our expertise in sustainability planning and
execution, we will co-create innovative solutions that
not only mitigate environmental impact, but also foster
economic resilience, social equity, and environmental
stewardship.
•A partner that understands the need for critical
meetings with key decision-makers – Town Council,
Public Works, Town Manager’s Office, Community
Development, Parks, Recreation and Golf, Town Staff,
various utilities, and the community, to provide
guidance and other essential facility operations decisions over the course of the project. We genuinely
want to build your trust in McKinstry and work as an extension of your staff by providing guidance for these
critical stakeholder meetings. Additionally, we are the kind of partner that your operations team can call up
when there is a question with the building systems – anytime – and we can help to provide an answer. We
are eager to assist your team whenever a question arises and seek to be a supportive partner to Vail and
provide you with flexibility and options throughout the life of the project.
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THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 23
2.Project Approach
2.1 Design
Discuss your firm’s design approach.
McKinstry’s Energy Performance Contracting design-build approach has been
developed for optimal flexibility and value, allowing for continuously updated
life-cycle costs, construction budgets, and design decisions. We routinely
perform design-build services as part of an integrated team approach, and we
achieve success by engaging all team members from the very beginning of the
project. We focus strongly on planning and idea-generating in early project
phases.
Prior to beginning any design-related work, McKinstry will review Vail’s internal
Design Standards and/or meet with your design team to ensure that our design
process and proposed Energy Conservation Measures (ECMs) align with your
internal standards. Any proposed deviations will be submitted to Vail for
consideration early in the design process.
We will draw from our specialized design expertise from across our 650+
energy, design, and engineering professionals at McKinstry to form sub-teams
to identify and refine strategies.
OUR PERSPECTIVE ON PERFORMANCE-BASED DESIGN-BUILD
Performance-based design-build describes a project that has clear project and
facility performance benchmarks, including a way to quantify, measure, verify,
and guarantee project performance. Projects must include comprehensive life-
cycle performance or Total Cost of Ownership (TCO) analysis that substantiates
the value of specific equipment, design, system, etc. for lower total operational
costs over time. TCO ensures the best life-cycle performance.
Performance-based design-build mandates a vendor, equipment, design, and/or
a fuel-neutral process. Final designs and equipment selection will be determined
solely on their own merit and life-cycle performance. Decisions are made in an
integrated design and delivery process with the design-selected contractors,
integrated McKinstry design team, and owner examining the modeling analysis
to determine the best solution.
SCHEMATIC DESIGN PROCESS DURING OUR ENERGY PROJECTS
McKinstry will schedule a design kickoff meeting – separate from the project
kick-off – to reiterate the vision, goals, and results of the 30% audit
development phase, and to present the design plan, key milestones, schedule,
and project deliverables. The roles and responsibilities for each team member
are reviewed and the framework for project communication is established. As
the design team works to produce schematic design documents, the
Construction Manager and Project Engineer will begin to create budgetary
project costs for a base design and each of the design options—keeping careful
watch for potential constructability barriers.
McKinstry has
employees that know
the business well and
are highly qualified. I
was able to understand
and be easily guided
through the EPC
process.”
—Brenda Krage, (Former) Superintendent
Platte Canyon School District, Colorado
McKinstry personnel use Building
Information Modeling (BIM) to check
for equipment conflicts before projects
come under construction. This helps
minimize costly field changes and
keeps the project on schedule.
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THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 24
2.Project Approach
The information put together by the project team will be combined with the
results of the building energy models performed by McKinstry’s energy
engineers to build a Total Cost of Ownership (TCO) model. This model will look
at all long- and short-term facility costs and will assess the impact of each
design option as it relates to the life-cycle cost of the specific design options.
McKinstry can even work with Vail to quantify metrics such as GHG emissions
and occupant productivity and incorporate these variables into the TCO model.
The Schematic Design (SD) documents and the TCO model will be presented to
Vail at the 60% ROM (Rough Order of Magnitude) meeting. This meeting will
serve as a decision-making point, where design options are prioritized and
evaluated based on the project vision and goals. Some design elements might
be assigned to future phases depending on the project costs and budget.
Once the basic model is set up and assumptions validated, we evaluate and
compare different project scenarios. This can be done for both high-level, global
analyses and detailed subcomponent design. Finally, after design is complete,
the TCO tool can be used as the basis for developing an operating plan that
optimizes operational choices for the selected design. The operating plan also
serves as a benchmark for future measurement and facility management.
DESIGN DEVELOPMENT PHASE
The Design Development (DD) Phase further cultivates the ideas and decisions
made in the SD phase and produces the appropriate design collateral for
review and discussion. The project team functions in much the same way that it
did in the SD phase, with an increased focus on accuracy and improved
resolution. Further refinements are made to the project budget, cost estimates,
energy model, and TCO model while our Program Manager continues to
evaluate the project’s triple-bottom-line. The updated design documents and
TCO model will be presented to Vail after the DD phase. Further decisions will
be made about phasing and alternates, using an up-to-date customer budget
and the project goals as a guide. The Investment Grade Audit (IGA) will have
developed an initial plan and at this stage it is further refined and tested.
CONSTRUCTION DOCUMENTS/PRE-CONSTRUCTION PLANNING
During the Construction Document (CD) Phase, we further develop the design
documents while simultaneously beginning pre-construction activities. Once
the 60% CDs have been completed, McKinstry and Vail can evaluate and
competitively select (if desired) the major subcontractors and material suppliers
for the specific project scope and integrate them with the project team. As
mentioned previously, we endeavor to keep work in local contractor
communities and will focus on engaging local subcontractors. Once they are in
place, we will begin planning construction activities and develop a preliminary
schedule and an onsite staging and sequencing plan.
•Engineering
•Energy retrofits
•Energy and environmental
planning
•Innovative value engineering
solutions
•Financial modeling
•Drawing permitting and
stamping
•Operational modeling
•Commissioning
•Building Information Modeling
(BIM), CAD, CAD 3D, super
plot drafting and detailing
•Renewable energy (biomass,
solar, geothermal)
•Total Cost of Ownership (TCO)
analysis
•Mechanical, electrical,
telecommunications, fire
protection, architectural
metals design
•Design process guidance
•Critical decisions guidance
•Code compliance
•Integrated delivery
•System selection
•Sustainable planning and
design
•LEED® certification
•Geothermal design and
modeling
MCKINSTRY
CAPABILITIES
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2.Project Approach
We will conduct the final pre-construction update of the TCO model and project
budget, and the project team will solidify any phasing plans. The design team
will use this information to finish the construction documents and issue permit
documents to the local authority.
Material procurement is always one of our highest priorities. We build material
procurement logs and expediting logs to assure that all steps in the process are
completed in a timely manner that fully supports the project schedule. This
includes identification of long lead-time equipment and specialty subcontractors
that may need to be released sooner than normal to maintain the schedule,
save costs and increase coordination.
COLORADO DESIGN & PROFESSIONAL ENGINEERING RESOURCES
McKinstry has significant engineering knowledge related to designing utility and
energy conservation measures to meet short and long-term goals. We employ a
highly skilled engineering staff and have a unique position in the ESCO industry
as a 64-year-old full-service design, build, operate, and maintain company that
has substantially increased our engineering knowledge capital. Our engineers
have access to trades people and construction professionals, a blend of strong
engineering with real world construction, which allows for constructability
consideration in the design phase and overall project seamlessness. Our in-
house design engineering professionals include:
Clay Herrin, PE
Mechanical Engineer
Jarred Coulter, PE
Electrical Engineer
Maya Kadi
Design Project Engineer
Emily Wong, PE
Mechanical Engineer
Liesbet Hess, PE
Mechanical Engineer
David Zilis, PE
Mechanical Engineer
Derek Larson, PE
Mechanical Engineer
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THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 26
2.Project Approach
Example of Town of Vail Project Measures for Design/Engineering
A typical investment grade audit effort for a project of this size, including Vail and CEO reviews, takes 6-10 months
to complete depending on final included IGA building list, as well as the complexity of the measures.
If grants are used for funding, this timeframe may extend depending on grant application cycles. McKinstry is well
equipped to execute this audit in a timely manner and we carefully decide how to split scopes between energy
engineers in an efficient manner either by building or by system, whichever makes the most sense after our initial
assessments. An example list of measures is shown below in addition to the measures that we would focus on
specifically called out in the RFP.
MEASURE DESCRIPTION UTILITY
SAVINGS
CONSTRUCTION
COST
TYPICAL SIMPLE
PAYBACK (YEARS)
LED Lighting Upgrades (interior, exterior) $$$ $$ 5 – 20
Domestic Water Conservation $ $ <10
Electric Vehicle Chargers $ $ 10 – 15
Solar Photovoltaic – on-site $$$ $$ 10 – 30
HVAC Replacements and Renovations $ $$$ 10 – 50
Building Envelope Upgrades $ $$ 15 – 50
Window Replacements/Repairs $ $$$ Capital
Roof Repairs/Replacements $ $$$ Capital
Controls and Retro-Commissioning $$$ $ 5 – 10
Behavior Engagement Program (sustainability,
community) $ $ <5
$ = Low energy savings or cost | $$ = Medium savings or cost | $$$ = High savings or cost
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THE TOWN OF VAIL | ENERGY PERFORMANCE CONTRACT SERVICES | MCKINSTRY RESPONSE | 27
2.Project Approach
POTENTIAL TOWN OF VAIL MEASURES FOR OUR DESIGN AND ENGINEERING PROCESS
Snowmelt System Optimization
A focus for this effort will be to provide solutions that address the significant
cost and emissions challenges of operating a significant snow melt system.
While electrification using standard electric boilers (coefficient of
performance also known as COP = 1) could be relatively straightforward
(already being tested by the Town), it will have significant cost impacts as
electricity is more expensive on a btu basis than natural gas. A more
efficient electric approach would involve utilizing heat pumps to increase
the COP’s. Air source heat pumps would be ideal, except that cold
temperatures limit their performance (both output and COPs). Ground
source would be a nice option if space is available for the bore field
(potentially challenging) which would keep COPs elevated, but at a
significant increase in capital cost. Possibly a hybrid system that used
multiple technologies would be the best combination in terms of upfront
capital cost vs. ongoing operational costs.
Another consideration for biomass boilers is their use of carbon-neutral fuel to power the snowmelt system, with
careful evaluation needed for concerns about reliability, maintenance, and fuel costs.
LED LIGHTING UPGRADES – INTERIOR AND EXTERIOR
An effective lighting retrofit program will begin with a detailed audit that collects over 28 attributes per space to
determine the right upgrade solution for each facility. McKinstry’s internal lighting system experts will evaluate all
the interior and exterior light fixtures (that haven’t already been upgraded) to determine the most cost-effective
LED retrofit/replacement solution. We are vendor neutral and will provide comparative analysis on all key
performance indicators for various Tier 1 manufacturers, including photometrics for Vail’s review and approval. One
goal we have with material selection is to reduce the number of different types of fixtures and lamp types for ease
of future maintenance. McKinstry is excited to partner with Vail to create customized lighting solutions for these
facilities.
Our lighting analysis will include a
detailed audit of offices, meeting
rooms, pools, gymnasiums, golf
courses, maintenance areas, and
exterior lighting common areas
across Vail’s facilities. Our goal is to
optimize the performance of the
lighting system to improve comfort
and maximize energy and
operational savings. In summary, an
effective lighting design will not
only save energy, but also create an
improved working environment for
your staff. The graphic on the right
shows McKinstry’s lighting design
and development approach.
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2.Project Approach
WATER CONSERVATION
Within Vail, possible interior low-flow water conservation measures include
toilet and urinal replacement or retro-commissioning, flush valve tuning, low-
flow faucet aerators, and low-flow showerheads. For all shower retrofits, we will
work with Vail to conduct pilots of any potential showerhead flow reductions to
ensure all patrons and/or staff are happy with any flow adjustments. We often
partner with HydraMetrics for this type of work – they have been lowering
indoor water costs by 25% - 40% over the last 15 years and to date have saved
15 billion gallons of water and approximately $90 million of utility costs for their
customers. However, we have also worked with different water partners and
will work with Vail to find the best partner.
McKinstry will also evaluate exterior opportunities for additional water savings
such as evapotranspiration-based smart controller, fixing irrigation system leaks,
and investigating weather-based water strategies where it makes sense. We
often partner with Envocore and use WeatherTRAK equipment for this type of
work, although similar to the interior water scope we have used other partners
and will work with Vail to continue to use Watertronics and/or find the best
partner.
Please see this link for the work we did with Envocore for Denver Public Schools:
https://envocore.com/case-studies/water-efficiency/denver-public-schools/
HVAC CONTROLS OPTIMIZATION
Control systems allow for precise control of building systems and can empower building owners with the ability to
maintain occupant comfort while minimizing energy consumption. Building automation and control systems come in
many varieties, types, and ages. We are very familiar with Distech controls and will continue to work with Vail’s
preferred vendor or recommend alternative Distech control vendors if the Town anticipates making a change.
McKinstry will assess the condition and capabilities of the control systems in your buildings and will make
recommendations on replacement, expansion, or modification based on the specific needs of each building. We have
staff that are adept in the many different control systems, automation training, and trim and respond optimization
strategies.
BAS trends will be deployed to identify areas of inefficiency and McKinstry will
recommend setpoint, schedule, variable frequency drive (VFD) operation on
fans and pumps, and sequence of operation changes such as optimizing
economizer operation, ensuring units are running only when the building is
occupied, and demand-controlled ventilation to reduce the energy use while
still meeting the ventilation requirements.
McKinstry will identify and make recommendations to replace/upgrade the
faulty components, restore the functionality of the system and use the energy
savings achieved by optimizing the control of the system (retro-commissioning)
to offset the cost of the controls work. The energy savings achieved through
control optimization strategies are typically low in cost and the magnitude of
savings generated results in a low payback measure that generates the excess
energy savings needed to fund capital intensive measures within an EPC like
HVAC system replacements.
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2.Project Approach
EV CHARGING STATION INSTALLATION
McKinstry recognizes and commends Vail on their goal to have electric vehicles
(EVs) making up 30% of the vehicles on the road by 2030 and 100% of the
vehicles on the road by 2050. Adding chargers to facilities will help Vail reach
this goal.
In addition, McKinstry understands the goal of adding EV chargers at
Community Development, Donovan Pavilion, and other facilities.
McKinstry can expand EV charging infrastructure under an EPC agreement.
McKinstry is a national leader in planning, designing, and installing EV
infrastructure. Our projects include some of the largest, most complicated fleet
and EV charging projects in the country. This includes local projects for the
Town of Frisco, City and County of Denver, City of Louisville, City of
Broomfield, City of Gunnison – in addition to national projects including
Seattle’s transit agency, Amazon logistics depots and a 97-site portfolio for
Washington State Parks. Through this experience, we’ve learned how to help
customers electrify based on the unique characteristics of their operations and
facilities – driving cost and risk out of EV infrastructure deployment.
Building EV charging infrastructure is about more than just setting equipment
and running conduit. In many cases, we are dealing with complex supply chain
issues, utility involvement, and complex design considerations. We will work
closely with Vail to choose the right number and type of chargers to deploy at
the remaining facilities without EV chargers. We can also begin exploring fleet
electrification with Vail when appropriate. We will leverage local and national
grants to help with Vail’s EV pursuit.
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2.Project Approach
SOLAR PHOTOVOLTAIC – OWNER DIRECT
McKInstry recently completed a Solar PV and Battery Energy Storage System
(BESS) Feasibility study, that evaluated owner-direct solar and BESS options for
the Town of Vail. We found two sites to be financially and logistically feasible;
Solar PV at the Vail Public Library, and Solar PV and BESS at the Donovan
Pavilion Events Center. An installation of a solar photovoltaic system at these
sites will produce renewable electricity and provide Vail with a highly visible
representation of Vail’s commitment to sustainability.
We have ample experience installing multiple megawatts of solar PV right here
in Colorado within energy performance contracts and currently have multiple
project portfolios in development, design and construction. . Below are some of
the viable options that we will continue to investigate for Vail’s ESPC project.
ON-SITE SOLAR
Use the energy you produce locally
Include other energy/capital improvements
Visible commitment to renewable energy
Retain ownership of Renewable Energy Credits (RECs)
Reduce grid reliance
Demand savings potential
Owner-Direct Solar
On-site solar, also known as behind-the-meter solar, is constructed on the
building or property where the building is located. The solar system connects to
the building’s electric service, reducing the facility’s energy consumption from
the utility grid, thereby reducing utility costs. This reduced grid energy usage and
utility cost savings can pay for the solar system over time, generating savings
each month. On-site solar is deployed through rooftop, ground mount, and solar
canopy installations and is viable for a few of the facilities listed in the RFP. As
per our feasibility study, Vail has called out installing solar arrays at Vail Public
Library and Donovan Pavilion Events Center. Please see the following page for
preliminary potential solar placement at these sites.
MCKINSTRY’S RENEWABLE
ENERGY TEAM HAS DEPLOYED:
250
of solar
across
200+ sites
in
15+ states
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2.Project Approach
The table below shows some of the many benefits of installing on-site solar.
System Type Roof
System Size (kWDC) 20.4
Year 1 Production (MWh) 22.5
GHG Reduction (MTCO2) 15.9
System Type Roof
System Size (kWDC) 24.8
Year 1 Production (MWh) 25.8
GHG Reduction (MTCO2) 18.3
The experience,
professionalism and technical
expertise McKinstry has
displayed are among the highest
in the industry. McKinstry has
built a strong partnership with
our city and has developed
relationships with our staff
members. These efforts have
facilitated effective
collaboration and
communication throughout the
development, implementation
and commissioning efforts.”
—Joe Castro,
(Former) Facilities and Fleet Manager,
City of Boulder, Colorado
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2.Project Approach
BATTERY ENERGY STORAGE SYSTEMS (BESS)
McKinstry can also help Vail explore implementing battery energy storage systems
(stand alone or in conjunction with solar PV). We have a world class team with
extensive experience in developing, financing, designing, constructing, permitting,
commissioning, and interconnecting these types of projects. McKinstry was recently
awarded a combined solar PV and battery storage system for Green Valley Ranch
Library with the City and County of Denver. We are also currently working on a
utility scale BESS project for Holy Cross Energy and have completed BESS projects at
multiple locations for Kaiser Permanente in California, as well as for a few Fortune
50 technology companies for their data centers. We would love to discuss BESS
further with Vail.
HVAC EQUIPMENT REPLACEMENT
McKinstry’s energy engineers will closely coordinate with our design team and the
Town to make sure that the replacement systems are the right system for the
application based on facility operation, energy use, electrification potential, the
owner’s maintenance capabilities and the capabilities of nearby service providers,
and finally, the first cost and total cost of ownership. McKinstry will assess if it
makes sense to replace the faulty HVAC component or if a total system
replacement, which may cost more but yield higher long-term energy savings, is the
better solution. Our engineers can also help map out a long-term electrification plan
for equipment if current replacement is not feasible due to equipment lifespan,
budgetary restraints, or current building conditions.
BUILDING ENVELOPE ASSESSMENT, REPAIR AND IMPROVEMENTS
Improving building envelope performance can have a significant effect on a
building’s total energy consumption needs. We will examine each Vail building
within the ESPC project scope, looking for improvements such as: improved
insulation, highly insulated windows, advanced thin insulation, lower cost
dynamic shading and glazing, reflective roof materials and air-sealing. The most
critical and essential function of the building envelope system is the building
diagnostics and assessment performed by our engineers. They will complete a
detailed and thorough visual inspection and use an infrared Thermal Imaging
camera to identify both heating and cooling concerns in the structure. This will
assess the building envelope to identify air leakage, poor thermal performance and
energy losses.
This will guide the assessment and evaluation of potential measures including, but
not limited to:
•Building weatherization and sealing
•HVAC airside weather-stripping
•Thermal load reducing roof systems
•High energy efficient window replacement
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2.Project Approach
EXAMPLE CASH FLOW FOR TOWN OF VAIL EPC PROJECT WITH MEASURES ABOVE
With all the measures above, we have created a customized example cash flow for Vail. A draft cash flow based on findings will be
generated and presented to Vail after the 60% audit meeting.
Ogden City is now realizing over $450,000 in annual savings from our project and will continue
our journey to a sustainable community of which this EPC project with McKinstry is an
important part.
—Justin Anderson, PE, Office of City Engineer, Ogden City,
Department of Public Services
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2.Project Approach
2.2 Product Selection
Discuss your firm’s product specification procedures.
McKinstry does not represent any products or manufacturers and is completely vendor neutral. As a design-
build professional services and construction company, we endeavor to use products and materials that our
customers request/prefer or are simply the most competitive in value and price. For this project, McKinstry will
rely on a combination of Vail preferences and our engineers’ expertise in determining needs such as capacity,
redundancy, physical size of equipment, weight of equipment, vendor product support, efficiency, available
utilities on site, system conditions, and other factors depending on your situation. We will own the full process
and review the option matrix with your team in order to select the equipment and products most desired by
Vail.
2.3 Construction
Discuss your firm’s construction approach, including Work plan development and coordination of identified client work requirements,
Communication with users and facilities personnel throughout process, Methods of procedures submittals and approvals, Support for client calendar
and events, Safety practices and procedures
CONSTRUCTION WORK PLAN DEVELOPMENT AND COORDINATION
McKinstry has developed construction management tools over the course of many years based on our own
experiences as well as feedback from clients and teammates. Since our construction managers are involved
beginning at the schematic design phase, they will be well versed in the goals, scope of work for the project, and
preliminary project constraints. The first step, once the project moves into construction, is a kickoff meeting
with the Town to further solidify the items above and introduce our full construction team (site superintendent,
project engineer, and safety program manager).
Collaboration,
Innovation and
Teamwork
CONSTRUCTION
CRYSTAL DAVIS, CEM
Construction Services Manager
ALEXA VINCI
Sr. Construction Project
Engineer
TOM ALVAREZ Senior Safety Program
Manager
JAMES JOHNSON, CCP Lead Commissioning Engineer
JOHN MUSSO, LEED® AP,
CEM
Site Superintendent
The safety
represented by the
team has been
outstanding,
I’d even call it
extra cautious.”
—Brett Collins,
South Suburban Parks and Recreation
District, Colorado
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2.Project Approach
Among our key tools are:
•Microsoft Project or Similar Scheduling Software – McKinstry
construction managers use industry-standard tools such as Microsoft
Project to formulate schedules. We update and report the schedule
status to you each week. This keeps you informed about where
construction will be occurring so that McKinstry and Vail can plan
work, keep stakeholders informed and schedule shutdowns in a way
that minimizes disruption.
•Procore – A leading Construction Management platform, Procore
lowers project risk, allows for visibility every step of the way, assists
in delivering projects on time and on budget, and optimizes
collaboration with all teams from the office to the field in real time
management. Procore is currently our primary software tool, but we
are flexible to use any tool Vail prefers.
•Aggressive Goal Setting – At the start of construction, we meet with
all foremen to set aggressive but obtainable labor goals; then,
throughout the project, we track field performance against the goals.
•Scope Coordination Matrix – This matrix lists all involved parties and
assigns the numerous scope issues between them. The team decides
the right allocation of responsibilities and includes all detail
necessary to avoid gaps or duplicative work.
•Budget Control Log – We track all cost issues in this log and report
the budget status to you and the team each week. This helps ensure
that budget and scope issues are identified and addressed early,
based on informed decisions.
Detailed Scheduling Approach
After the kickoff meeting, we will work diligently with Vail to create a
project schedule that works for all parties. As mentioned above, we usually
maintain the schedule in Microsoft Project and provide weekly updates. If
Vail has a preference for scheduling software and how frequently updates
are provided, our team can certainly tailor their efforts to accommodate
Vail’s needs. Our updates to the schedule keep you informed about where
construction will be occurring so McKinstry and Vail can plan work, keep
stakeholders informed, and schedule shutdowns in a way that minimizes
disruption (example Microsoft Project schedule is provided on page 36).
McKinstry performed
facility assessments for
over 12 locations,
including Buffalo Run Golf
Course, Pioneer Park,
Community Centers and
Civic Center. We
catalogued over 1600
assets in +320k-sqft of
city facilities, and
supported Priority 1, 2,
and 3 project planning
for 2021-2023 based on
data-informed metrics
from condition of assets,
energy use intensity,
occupant impact, and
operational impacts.
David Bebak
(Former) Fleet and Facilities Manager
City of Commerce City, CO
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2.Project Approach
There are five key components that influence the project schedule:
Daily Operation Interference – We understand that we will be working in occupied buildings or during
recreational center’s annual shut down week(s) and we will need to carefully coordinate activities to
accommodate. Our goal is to provide limited interruptions as much as possible. We can perform swing shift and
night shift work as needed, especially with lighting upgrades.
Seasonal Limitations – We generally aim to complete projects on the cooling system in the winter and the
heating system in the summer to maximize occupant comfort.
Subcontractor Input – We work closely with our subcontractors to develop our schedules. We have our
subcontractors participate in Pull Planning sessions to ensure we have a realistic schedule that adheres to all
schedule constraints.
Equipment Accessibility – We work closely with our subcontractors and vendors to understand our equipment
lead times early. We focus on our long lead time items and ensure our schedules account for this time.
Shutdown Coordination Constraints – We are well-versed in properly coordinating all shut-down work inside a
building including early notifications to all building occupants and utility company coordination. Often these
shutdowns need to be performed after hours.
Daily
Operation
Interference
Seasonal
Limitations
Subcontractor
Input
Equipment
Accessibility
Shutdown
Coordination
Constraints
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2.Project Approach
EXAMPLE Construction Schedule
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2.Project Approach
COMMUNICATION THROUGHOUT THE PROJECT
McKinstry understands that communication is key to the success of the project. Key elements to project success
are through continuous and collaborative communication.
COMMUNITY OUTREACH THROUGHOUT THE PROCESS
Examples of various communication strategies McKinstry can implement or
support and has previously deployed on our projects include public relations
activities, lunch and learns, community workshops, media/press releases,
marketing flyers, brochures, banners or posters, on-site information kiosks,
groundbreaking, ribbon-cutting, and/or open house celebrations for media,
public, officials, and legislator outreach. These are included in our EPCs during
the audit, construction and post-construction phases and we are happy to
work collaboratively with Vail’s internal communications team to co-develop
resources and outreach throughout the entirety of the project. Additionally,
our behavioral program, powerED, utilizes several of these tools as well
should Vail choose to pursue that program (more fully described in Section
2.6, Other, of this Project Approach Section).
The McKinstry Team, Routt County and
the City of Steamboat hosted a ribbon
cutting ceremony for the community in
2021 to celebrate the completion of
multiple solar arrays throughout the
NW Colorado region.
MEETING CADENCE
Construction kickoff
meeting establishes our
meeting schedule. We
recommend bi-weekly pre-
construction and weekly
after mobilization.
DAILY CONTACT
Establish continuous
communication, including
daily reports and a primary
contact for site access.
Daily satisfaction of on-site
personnel with whom we
interact is an indicator of
the success of a project.
OCCUPANT IMPACT
Assist occupants in
preparing for upcoming
work by communicating in
writing how scopes will
affect them directly.
PROTOCOL ADHERENCE
McKinstry’s team will work
closely with you to adhere
to all proper state and local
protocols throughout the
project.
STAKEHOLDER ENGAGEMENT
Collaboration with all
required stakeholders to
identify targeted
messaging groups, desired
outcomes, and best
strategies for
communicating with
constituent groups about
the energy project.
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2.Project Approach
METHODS OF PROCEDURE, SUBMITTALS, AND APPROVALS
We will work in conjunction with our subcontractors to create methods of procedure for all high-risk scopes such
as solar interconnections, crane picks, breaker change outs, and scopes with tight timelines. McKinstry will gladly
produce methods of procedures for any other scope of work Vail desires.
McKinstry reviews all submittals throughout the entire EPC process in full detail, keeping the overall facility
operations, facility functions, applicable Town standards and contract documents in mind. The McKinstry
construction team will review all submittals received from our subcontractors for completeness, create a
submittal cover sheet, and forward to the development team, design engineers and commissioning engineers for
review. Our project development team continues to be a strong part of the quality control effort throughout this
phase of construction. Because the submittal review process is the last chance to ensure that the correct
equipment, materials, and control strategies are provided and implemented, the McKinstry team uses a review
strategy that encompasses building systems integration as a whole in the submittal review. After our design and
development teams have reviewed and approve the submittals, they are provided to Vail for review. After Vail’s
review is completed and the comments are returned to McKinstry, the Construction Project Engineer will forward
the document(s) to the subcontractor and ensure all comments are addressed. If needed, a revised submittal is
then drafted and received.
SUPPORT FOR CLIENT CALENDAR AND EVENTS
McKinstry fully understands that Town operations take precedent. We will work closely with Vail to ensure we
have the most-up-to-date event calendar and ensure that we know how to continue to receive updates as the
calendar changes.
As mentioned earlier, we are familiar with working in occupied buildings and buildings with tight shut-down
schedules. We understand the importance of extensive pre-planning with all stakeholders to work around, and
capitalize on, occupant schedules. With our extensive work in the local government setting, we are very familiar
with ensuring the major scopes are implemented with heavy collaboration from Vail.
EXAMPLE:
Project signage
(large banner/vestibule poster)
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2.Project Approach
SAFETY PRACTICES AND PROCEDURES
McKinstry focuses on jobsite and company safety and has enjoyed excellent
safety ratings for over 17 years in Colorado. As a people-first company, we will
never compromise safety for the sake of efficiency. McKinstry has a full-time
safety program manager in our Golden office supported by a corporate safety
team dedicated to preventing loss and maintaining a safe and healthy work
environment. Our safety policies are tested and evaluated by each of our
departments, and we expect full implementation of our safety program by all
employees at all levels.
Our corporate and local safety teams ensure that all field projects have
McKinstry safety manuals, material safety data sheets, federal and state
standards, documentation support (accident/injury/near miss report forms,
etc.) and training to properly fill out the necessary documentation. Prior to job
start-up, a site-specific Safety Training Program will be prepared with
mandatory training provided to all jobsite supervision.
The project Safety team will provide training for all project personnel in the
numerous aspects of construction safety, including specific guidelines in areas
of personal protective equipment (PPE), fall protection, lock-out/tag-out
procedures, hazardous communications, waste disposal, assured grounding,
and other identified risk areas. We will conduct frequent, ongoing toolbox
safety training to maintain the highest safety standards.
For every project, we develop a site-specific safety plan that factors in specific
project risk areas and focuses on preventative safety measures to assure safe
working conditions for our crews and all occupants. This very-detailed safety
plan will be presented to building management staff prior to the start of work.
Safety credentials of subcontractors and their assigned employees will be
required and kept on file with us. Everyone on site will be qualified to safely
perform required tasks—verified by documentation evidencing appropriate
safety training.
•Construction Manager Safety Responsibilities – Our Construction
Services Manager, Crystal Davis, has the ultimate responsibility for
safety on this project. Responsibility and leadership in establishing and
maintaining a safe working environment starts at the top.
•Site Superintendent Safety Responsibilities – Our Site Superintendent,
John Musso, has the front- line responsibility for safety in the field and
has experience working with clients as large and complex as Denver
International Airport. The Site Superintendent will hold weekly toolbox
safety meetings where topics range from safety planning for up-coming
tasks to site observations or lessons learned. Foremen are charged
with making sure field employees know how to work safely, have the
proper tools and equipment to do so, and that they follow the safety
regulations set forth by McKinstry’s Corporate Safety team.
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2.Project Approach
•Safety Program Manager Responsibilities – Our Safety Program
Manager, Tom Alvarez, is responsible for safety leadership, safe work
planning, safety training, construction safety and health, behavior-
based safety, incident/injury-free environment, project safety audits,
job hazard analysis, and overall safety coordination. He will work
closely with advisory groups to ensure safe work planning is being used
on-site to reduce the risk of incident and injury. This practice of
planning safety into each task will ensure that the Vail customized
safety program is proactive, identifying potential risks before they have
the chance to occur—reinforcing the safety culture and preventing
incidents on your project.
2.4 Closeout
Discuss your firm’s approach to the following critical closeout activities: Systems Commissioning,
Owner Training, Post-Implementation Report, which is a reconciliation of the EPC savings guarantee
with any modifications during project implementation and Provision of Record Documents – i.e. As-
Builts /Operation & Maintenance manuals.
IN-HOUSE COMMISSIONING APPROACH
At McKinstry, commissioning (Cx) is an essential part of our integrated project
delivery, with expertise derived from extensive experience, a sizable certified
in-house team, and dedicated testing, adjusting, and balancing (TAB) staff
with experience in a wide variety of environments and systems. McKinstry’s
commissioning engineers review and help optimize every aspect of design and
integrated delivery. They are involved early in the project, identifying what
will be commissioned and how the commissioning phase will be carried out.
The Cx team reviews designs and all submittals as well. Cx is a quality
assurance process that ensures proper construction. Our years of Cx
experience have taught us that operational issues uncovered and corrected
during overall Cx are about 50% design and 50% construction.
Additionally, McKinstry uses advanced technologies to improve collaboration
throughout commissioning and achieve substantial time savings in addressing
these issues throughout the design/build process. CxAlloy is one such
technology, selected by our Cx professionals for multiple reasons:
•Mobility—CxAlloy allows our commissioning team to complete test
documents in the field, via an iPad application, and create the
commissioning report while the Cx work is being completed. This also
allows us to readily update documents and changes due to varying field
conditions.
•Issue Management— As issues are identified in the field they are
logged and assigned to the appropriate party in real time. This
significantly speeds up the resolution process since issues do not have
to be transferred to a master issue log (typically in Excel) and
distributed to the team when the Cx engineer returns to the office.
BEST-IN-CLASS
COMMISSIONING
1000+
Facilities Commissioned
150M+
Total sq ft Commissioned
30+
Years of Cx Experience
90+
Cx Professionals on Staff
200+
LEED Certified Projects
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2.Project Approach
Project partners such as contractors, subs, and the owner are able to
access the issue log via a web browser at any time to either update
information or check project status.
•Communication—All information is hosted on a cloud server that can
be accessed by anyone who is given a username/password. This
improves transparency and communication throughout the
commissioning process and provides a more efficient method of
tracking Cx status.
•Data Output—The data captured throughout the commissioning
process (equipment, make, model, serial number, location, etc.) can
easily be exported from CxAlloy to most systems.
As the phases of construction near completion, McKinstry’s commissioning
engineers will begin testing mechanical, electrical, and control systems for
proper functionality. They will work closely with our construction manager to
enable timely testing. This is of critical importance in occupied critical spaces
as un-commissioned systems are not acceptable. The goal of the
commissioning process is to deliver a final product with 100% confidence in
the performance of the building and its ability to meet Vail’s goals and the
performance that McKinstry has provided.
OWNER TRAINING
Facilities staff have a direct impact on annual-savings achievements,
maintenance of occupant comfort, and extension of equipment life; thus, staff
training is a critical component of all McKinstry projects, large or small. We
will host an on-site training session and record this to post on Vail’s
SharePoint site (or multiple sessions, if needed) for all pertaining elements of
the Vail projects. The McKinstry Site Superintendent and/or Project Engineer
will facilitate the training, an engineer will review the entire system, and the
appropriate vendor will address equipment specifics.
McKinstry will first develop a training agenda and schedule, working with Vail
to incorporate any specific topics you wish to address. Typically, trainees
include building operators, maintenance personnel, utility staff, sustainability
specialists, and others identified by Vail. We can provide initial on-site training
by equipment vendors and, in some cases, by a factory-certified instructor. As
part of the training program, McKinstry provides instruction on planning and
strategies for building maintenance – crucial for long-term savings, occupant
comfort, and sustainability.
TRAINING GOAL
Extend new and existing
equipment life
Ensure proper operation
and maintenance
procedures are
adequately performed
Empower Vail facility
staff for the long term
TRAINING KEY POINTS
Comprehensive
Tailored to Vail
Transfers all design and
construction information
Empowers facility staff to
operate, maintain, and
lead emergency
shutdown procedures
TRAINING
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2.Project Approach
TRAINING PROPOSED
QUANTITY DURATION TOPICS
Traditional
Energy Measures Multiple 1-6 hours
•Proper maintenance and
operation, warranty
procedures
Solar PV As needed 1 hour
•Maintenance of solar
•Cleaning of panels
•Warranty – labor and parts
MCKINSTRY WARRANTEES/GUARANTEES: MINIMUM OF 1 YEAR INCLUDED
We commission projects to ensure all equipment and systems installed will
meet or exceed performance standards. We guarantee installation and labor for
at least one year on the entire project against defects. For individual
equipment, we carry the standard manufacturer’s warranties, yet based on our
relationship with local vendors, we will extend warranties at no or low cost and
transition these over to your team after the full project one year warranty is
completed. Your warranty time-period starts at date of substantial project
completion or occupancy. If equipment is used for temporary service, its
warranty date typically will start when it is put into service. If Vail desires, we
can upload warranty information and expiration dates into any CMMS so that if
a work order is generated for an asset under warranty, the maintenance staff
will know and be able to have the problem resolved at low or no cost. Similarly,
we can create work orders for preventative maintenance that will ensure that
warrantees will be honored, and we can also extend the full project 1-year
warranty if Vail desires.
McKinstry offers more options due to our network of buying power – we are
able to reduce the initial cost of equipment, in addition to being able to
arrange for extensions to the warranty period of the equipment. This
combination of strong buying power and extended warranties gives us a
value-added advantage we will pass on to you.
POST-INSTALLATION REPORT
The results of the Measurement and Verification activities conducted
immediately following project installation are documented in a Post-
Installation Report. Although this report is not mandated by the State of
Colorado’s master EPC contract, its use is strongly recommended and
something that our team performs for every EPC project. The Post-
Installation Report is completed within 90 days of construction close-out and
documents the results of M&V activities conducted after project
implementation. Additionally, this report will document any potential changes
in the contracted project scope and the expected energy savings based on the
actual installed conditions, confirming, or updating estimated values regarding
the performance of the new equipment. The Post-Installation Report provides
an important piece of project documentation as it accounts for any project
changes that may otherwise be unclear in retrospect. This will ease any
concern that Vail may have at this point regarding savings.
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2.Project Approach
PROVISION OF RECORD DOCUMENTS
We develop detailed as-built drawings for the project and combine these into
a comprehensive set of record drawings that depict the actual work
completed. Since we often work off as-builts for our retrofit projects, we truly
understand the importance of accurate and comprehensive as-builts and use
this as a guiding principle as we assemble our closeout packets.
We will first listen to what is of value to the building owner and operator and
meet their needs with what, and how, we turn over documents. That spirit
applies to record documents, historical information, owner training, attic
stock, trending data, go-forward building optimization plans, preventive
maintenance plans, etc.
As it relates specifically to record documents, possible formats include:
•Hardcopies, if desired
•PDF library on flash drives, if desired
•CAD and/or PDF library posted on Vail’s preferred file sharing site
2.5 Measurement and Verification
Discuss your firm’s approach to measurement and verification. Describe how your team works with
clients to identify and report on energy savings and/or potential energy savings shortfalls.
Measurement and Verification (M&V) is a very important part of the EPC
process, and our team wants to ensure that Vail has a full understanding of
how its energy savings will be proven, measured, and verified on an annual
basis. We will host two separate M&V workshops for Vail – a 101 session early
in the project and a more detailed selection session after the 60% audit
meeting. This latter meeting is designed to explain how Vail’s specific EPC
project performance will be measured and verified by using the protocols
outlined in the International Performance Measurement and Verification
Protocol (IPMVP).
During this second meeting, we develop the preliminary M&V plan for the
measures under development and begin discussions on what key
performance indicators (KPIs) will need to be measured to verify
performance. If select KPIs require additional equipment to be installed during
construction, we will work with our subcontractors to get accurate prices to
include such equipment in our guaranteed maximum price. We discuss the
cost to measure and verify versus the risks taken by McKinstry or the
customer. We recommend that our customers have their third-party
representative from the Colorado Energy Office attend this meeting to help
make decisions on how M&V is done for each scope item.
This is your project and M&V requires collaborating with Town stakeholders
to ensure that we select a plan that meets Vail’s expectations and needs
during of the M&V period. We want facilities and finance involved in the initial
conversations to ensure that everyone is on the same page.
MCKINSTRY
M&V STEPS
DETERMINE
M&V OBJECTIVES
SELECT M&V
PROTOCOL
DEVELOP
M&V PLAN
MEASURE BASELINE
CONDITIONS
MEASURE POST -
RETROFIT CONDITIONS
PERFORM PREVENTATIVE
AND CORRECTIVE ACTIONS
VERIFY PROJECT
PERFORMANCE
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2.Project Approach
WHY MEASURE AND VERIFY?
With ever-increasing utility rates, shrinking operating budgets, and increasingly complex operating systems,
owners are faced with numerous challenges in delivering high performance operations in a demanding market.
Increasing compliance requirements from governments and awareness of economic, environmental, health and
social costs of greenhouse gas emissions are additional compelling incentives on both public and private sector
owners to increase the rigor and transparency of energy performance of their facilities.
Determination of energy savings is a challenge, and requires both accurate measurement and repeatable
methodology, which we achieve through M&V.
BEST PRACTICES FOR M&V
M&V for energy projects assists in accurately determining the success of energy efficiency efforts by:
•Increasing the reliability and level of savings
•Reducing transaction costs by providing agreed upon M&V methodologies for the national industry
•Lowering the financing costs and risks by providing standardization of M&V for specific projects
INDUSTRY PROTOCOLS
The Efficiency Valuation Organization (EVO) is a non-profit organization dedicated to creating M&V tools to
promote building efficiency. EVO publishes the International Performance Measurement & Verification Protocol
(IPMVP) Volume 1, “Concepts and Options for Determining Energy and Water Savings”, which provides the
guidelines and protocols for M&V. In addition, federal projects follow a similar protocol under the Federal Energy
Management Plan (FEMP) guidelines. These guidelines provide four options for M&V including Option A: Retrofit
Isolation with Key Parameters; Option B: Retrofit Isolation with All Parameters; Option C: Whole-Building Data
Analysis; and Option D: Whole-Building Calibrated Simulation.
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2.Project Approach
ABOVE AND BEYOND M&V: REAL TIME MONITORING OF SAVINGS
We will propose that Vail leverages McKinstry’s real-time monitoring of energy systems which can identify
problems that might otherwise have gone unnoticed. These systems also have the opportunity for greater
efficiency even when systems are being operated as intended. Monitoring allows for relatively easy reductions in
energy use, and it allows those reductions to be more consistent and persistent. Commissioning can identify if a
boiler was installed according to the manufacturer’s recommendations, but it cannot determine whether that
boiler is running longer than originally intended or how a simple adjustment of the temperature may impact the
efficiency of the entire building. McKinstry will combine remote data analytics and human- based on-site
engineering analysis. Real time monitoring engages the building operators to identify previously unrecognized
inefficiencies in energy system operations, facilitates the application of diagnostic protocols, documents energy
savings from operational improvements, and ensures persistence of savings through ongoing commissioning (Cx).
This will be of value to Vail and help all teams ensure persistent savings for years post- construction.
Other benefits include:
•Continuous retro-commissioning of systems
•Quick detection of outliers and underperforming equipment
•Ability to scale across building automation systems
•Persistence of Energy Savings and Performance Testing
•Potential to identify and facilitate additional energy savings throughout Vail from real-time data
2.6 Other
Discuss your firm’s experience in other, supporting areas, such as Staff Engagement and Behavior Modification.
OUR STAFF ENGAGEMENT AND BEHAVIOR MODIFICATION PROGRAM
As part of our energy performance contract, we have the ability to co-develop a behavioral engagement platform
with Vail through our powerED program. Given the long-term goals of the Town of Vail regarding carbon emissions
reductions and the desire by Vail residents for energy and renewable energy education, this may be of interest to
Vail and Town stakeholders as it will help to provide training opportunities, education around installed measures,
and communication/PR for staff and the community – all bringing positive media to Vail.
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2.Project Approach
powerED is a behavior-focused energy awareness and operational efficiency program designed to reduce costs,
increase efficiency, and promote environmentally conscious operations within facilities across Vail to facilitate
further GHG emissions reductions and cost savings after the EPC has been constructed driving additional cost and
energy savings for years to come. Our program promotes active participation from Town employees and residents
with careful tracking of resources, a targeted campaign, and competitions with rewards and prizes to encourage
participation. Additionally, powerED contains an interactive, online dashboard that can be accessed and displayed
across multiple Town facilities as a highly effective communication tool to emphasize the staff’s role in achieving
measurable results and improving transparency. We also have a phone application that the community can log
into to follow along on sustainability progress!
McKinstry has seen success through powerED with other Colorado EPC clients such as the City of Boulder, City and
County of Denver, City of Lakewood, Colorado School of Mines (video here!) , and South Suburban Parks and
Recreation – all of whom would be more than happy to speak with you about our current engagement projects
with their team. We believe that by adopting a strategic cultural and an operational approach throughout the
Town, Vail can increase efficiency and achieve substantial, quantifiable financial results through the powerED
program. We do guarantee savings through this program and have quantified these – through a rigorous M&V
process – for many of our clients across the nation exceeding over $23M in utility savings since 2010 through this
program alone.
Utility Meter Savings – Reveal
Energy Benchmarking – Reveal
Program Statistics – Reveal
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3
Cost and
Pricing
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3.Cost and Pricing
3.1 IGA Pricing
The CEO has standard pricing for IGAs, based on the location and square footage of the public sector commercial building to be audited. (See
following table.)
McKinstry acknowledges and accepts the CEO standard IGA pricing shown in the table below and will use this
pricing structure in our project with Vail.
STANDARD IGA PRICING TABLE
Tiered Pricing
($/sq ft)
Total Facility Square Footage
Under 250K 250K – 500K 500K +
Distance from CEO
1580 Logan, Denver
Under 75 miles $0.250 $0.225 $0.200
75 – 150 miles $0.275 $0.250 $0.225
Over 150 miles $0.300 $0.275 $0.250
Based on the table above and square footage listed in the RFP of 293,489 square feet, the total audit cost will be
$73,372 (293,489* $.25/SF). This audit pricing will be finalized during the contract negotiation period with Vail.
The facility square footage only accounts for the occupied spaces and we would discuss how to price the audits
for the parking garages and snowmelt systems separately. The audit cost of the IGA will be fully funded from
savings and rolled into the final EPC project cost.
3.2 Project Pricing
Please use Attachment B Cost and Pricing Tool to identify the percentages proposed for this specific project that are equal to or less than the
maximum rates stated in your Base Contract with CEO, based on the size, scope and location of the specific project.
COLORADO ENERGY OFFICE COST AND PRICING WORKSHEET
As requested, McKinstry has included the completed CEO Cost Estimate
Tool shown below and included in Excel format along with this proposal
submission. Based on our previous experience working with clients such
as Vail, we feel it is important to understand how the project costs
might be applied to a very large, straightforward project greater than
$5 million (lower percentages within the table below) or a small,
complex project of $1 million (higher percentages
within the table below). Therefore, we have
included a range of percentages that can apply
to projects of a variety of sizes and
complexity. Additionally, if it is decided that
some buildings be removed from the scope
throughout the audit, the pricing ranges
below include flexibility to reflect those
decisions upon award.
In addition, we will work with you to arrive
at a reasonable cost to audit (if even
necessary) the parking garages.
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3.Cost and Pricing
A B C D E F G H I
Project Costing Categories
IGA Contract
Maximum % of
Total Project Cost
Actual Final IGA
Calculated % of
Total Project Cost
Actual
Final IGA Cost Sub-Totals Totals Notes
1 Investment Grade Audit (IGA)
2 Total Facility Area 293,489 $293,489.00 Unique for each project
3 $ / Sq Ft 0.25$ $0.25 See Standard IGA Pricing Table tab.
4 73,372$ G4 = F2*F3
5
6 Implementation Costs
7 Pre-Construction Costs*
8 Design and Other Engineering 5% - 8%0.00%-$ % in column E is calculated from estimated project amount
9 Pre-Construction Services 3% - 5%0.00%-$ % in column E is calculated from estimated project amount
10 Other Pre-Construction Costs 2.5% - 4%0.00%-$ % in column E is calculated from estimated project amount
11 Pre-Construction Cost Subtotal 0.00%-$ G11 = sum (F8:F10)
12 Construction Costs*
13 Trade Subcontracts 0.00%-$ % in column E is calculated from estimated project amount
14 Design/Build Subcontracts 0.00%% in column E is calculated from estimated project amount
15 Direct Purchase Equipment 0.00%% in column E is calculated from estimated project amount
16 Construction Management 6% - 8%0.00%-$ % in column E is calculated from estimated project amount
17 Project Engineering 3% - 4%0.00%-$ % in column E is calculated from estimated project amount
18 General Conditions 1% - 2%0.00%-$ % in column E is calculated from estimated project amount
19 Construction Completion 3% - 6%0.00%-$ % in column E is calculated from estimated project amount
20 Other Construction Costs 3% - 6%0.00%-$ % in column E is calculated from estimated project amount
21 Construction Cost Subtotal 0.00%-$ G21 = SUM(F13:F20)
22 Implementation Costs Subtotal*-$ H22 = SUM(G11+G21)
23
24 Profit*9%9%-$ Value in column H is calculated from estimated project amount
25
26 Estimated Project Amount*-$ H26 = SUM(H22 + H24)
27
28 Contingency*3-5%0%-$ Value in column H is calculated from estimated project amount
29
30 Total Funded Amount*73,372$ H30 = SUM(G4+H26+H28)
Investment Grade Audit Total Cost
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3.Cost and Pricing
FINANCIAL STABILITY AND BONDING CAPACITY
We are locally operated, financially strong, and can fully bond any project desired by the team. We work
diligently to maintain an extensive bonding capacity. Over our 60+ year history, McKinstry has been profitable
every year except one, which speaks to our ability to guarantee project costs and savings over the long term.
McKinstry can provide a performance bond for the construction phase with our total bonding capacity as a
company being $600,000,000 and a per-project total of $250,000,000. We are here to stay. We have been a
successful company for over half a century and will truly be here for the life of your building.
DRIVING BASE COSTS DOWN
As you can see from the graphic below, driving waste out of the supply chain and procurement/management
process keeps the base costs of an ESCO project as low as possible, reducing the overall cost to Vail. Most ESCOs
will push the design engineering, commissioning, and equipment procurement down to their subcontractors and
still charge fees for these services and mark-ups. Thus, lower fee percentages applied to higher project base
costs can lead to higher overall project costs for Vail as demonstrated below.
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3.Cost and Pricing
3.3 Annual Costing
Provide estimated anticipated costs for Warranty, Measurement and Verification, and other pertinent categories below and how they are
determined and applied to a project. Costs for the project shall not exceed the maximums established in the table below.
Determination of annual costs may be challenging without knowing project scope; therefore, elaborate on how annual pricing is determined.
McKinstry is providing further explanation for each annual cost category as described below.
CATEGORY OF
ANNUAL COST TOTAL ANNUAL COST HOW PRICE IS DETERMINED YEARS APPLIED
(ONE-TIME, ANNUAL, ETC.)
Warranty
Warranty is typically
0.5-1% of total project
cost but will be
determined based on
finalized measures
installed.
Actual cost percentage and/or
price is highly dependent upon the
measures installed as part of the
final project.
One year on the entire project will
be automatically included with the
option to extend beyond that
period, if desired. All
manufacturer’s equipment
warranties will be transferred to
Vail after the parts and labor
project warranty has terminated.
Measurement
and Verification
Typically, 0.5-1% of
total project cost,
dependent on final
scope and M&V
strategy selected.
Actual cost percentage and/or
price is a collaborative process with
Vail and is determined based on
the final measures installed,
recommendations from the
Colorado Energy Office, and
determination of the highest value
approach for Vail.
The first three (3) years are
required under the Colorado
Energy Office program and State
legislation with the option to
extend at the request of Vail upon
completion of Year 3.
Other
Costs will be
determined if other
annual services are
needed or desired.
Actual cost percentage and/or
price is dependent upon the final
measures included for
implementation and which
services are selected by Vail.
Vail will have the option to
determine years of service and
scope of any post-construction
services such as behavior
engagement, on-going retro-
commissioning, etc.
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4
Best Value
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4.Best Value
Briefly describe how the company’s approach to performance contracting delivers best value for the investment. The responding company shall also
describe any utility rebates or other financial incentives or grants it can potentially provide and/or facilitate.
McKinstry’s Best Value Approach to Energy Performance Contracting
McKinstry has four key principles that we will focus on during the energy audit phase to provide the best value
to Vail. These principles have been developed based on our previous experience with local governments like Vail
and our past Energy Performance Contracting projects. The following list contains our unique approach for this
project:
Be fiscally responsible of taxpayer dollars and avoid replacing equipment before end-of-life. Completely
tearing out and replacing systems has higher embodied carbon, is usually more costly and always more
disruptive to teams. During the investment grade audit, we will look only at projects that reduce energy load
through efficiency AND replace equipment that is nearing the end of life to be a good steward of taxpayer
dollars. This will typically save 25-50% of the capital cost versus replacing equipment that is not at end of life.
We will also work within the context of existing equipment and reuse existing systems wherever possible. We
will ensure all proposed measures align with Vail’s goals and show the community options that are fiscally
responsible.
WHAT SETS MCKINSTRY APART?
Attention to
Detail and
Feedback
Experience
Working in
Municipal
Facilities
Collaboration
with Public
and Private
Stakeholders
Minimal
Disruption to
Operations and
Occupants
Energy Savings
Driven
Outcomes
Previous
Experience
with Vail’s
Buildings
Enhancing
Occupant
Comfort and
Reliability
of Systems
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4.Best Value
Use tried and true solutions for energy reduction. Energy and EUI reduction can be achieved via current
technologies – even when all the low hanging fruit has been implemented. There are plenty of technologies on
the market today that have been well-established and researched that can both lower energy usage and have
worked in many past projects. By leveraging equipment that has been widely adopted and tested, we will
reduce the overall project risk, reduce the potential for equipment failure early, reduce O&M expenses, and
ensure the smoothest transition to operational teams. This will save Vail up-front dollars and life-cycle dollars
for recommended measures. We will work to quantify all these project co-benefits and list on-going operations
within the post-construction plans to ensure all questions and concerned are answered prior to installation.
Efficient but effective process. As we work through
the steps of the audit, there will be full transparency
within each measure in regard to how it builds off our
previous work – including the Solar PV feasibility
study, cost effectiveness as it relates to EUI reduction,
return on investment and simple payback. EUI
reduction – sometimes but not always – can be costly,
and thus finding additional benefits beyond cost is
critical when looking at the full picture. Considerable
financial incentives are available from various sources
at the state, utility, and local level to offset the cost
gap between energy efficient options and business as
usual scenarios. Many sustainability measures, if done
strategically, can provide other benefits such as
resiliency, improved comfort, productivity increases,
and better air quality – opening value streams that
offset additional costs. The graphic to the right
expands upon the concepts that we will deploy
throughout the audit phase.
Cost-effective innovation in action. Finally, our team has the tools and skills to vet and quantify innovative ideas
for Vail during the energy audit phase. This allows McKinstry to push the envelope with confidence in a
guaranteed cost and savings environment and provide the best solutions for our client’s facilities while
integrating the three principles above. We encourage our engineering and design team to help our clients
experience new levels of pride in their facility stewardship through innovative, budget-beneficial design. With
facility and sustainability goals in mind such as having electrification adopted by 15% of all buildings by 2030 and
60% by 2050, our team will work throughout the audit to define four (4) separate categories of measures:
•Energy Efficiency
•HVAC Electrification, Efficiency, and Optimization
(We have a dedicated team for electrification and decarbonization standing by to help meet your
electrification goals. See our Catalyst Building at https://www.mckinstry.com/all-features/zero-carbon-
catalyst-building/)
•On-Site Renewable Energy
•Grid-Purchased Renewable Energy
From here we will collectively work with Vail on creating the highest value project while minimizing cost to
achieve goals.
EUI
Reductions
for Vail
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4.Best Value
McKinstry has built a strong partnership with our city and has developed relationships with our
staff members. These efforts have facilitated effective collaboration and communication
throughout the development, implementation and commissioning efforts .
-Joe Castro, PE, (Former) Facilities and Fleet Manager
City of Boulder
OUR GOLDEN, COLORADO CAPABILITIES FOR LIGHTING
Interior and exterior lighting upgrades are our specialty and is a key opportunity for Vail – it will be important to
have a robust lighting team on this project. McKinstry’s in-house lighting team will develop real-world lighting
solutions that significantly lowers energy expenditures while supporting system integrity and enhancing
aesthetic appeal. Our engineering and design team has helped to provide design-build lighting services for over
75 million square feet of facilities including sports facilities and complexes, commercial office buildings,
corporate headquarters, data centers, museums, hotels, K-12 facilities, and warehouse facilities. Our
commitment is to provide our clients with the highest level of service possible while delivering cost-effective,
innovative solutions.
McKinstry Lighting Solutions Team will deliver best value based on the following:
•All key functions of our Lighting Solutions team reside
within McKinstry. This includes lighting project
audit and estimation, electrical engineering
design, energy engineering, construction
management and commissioning. Our internal
procurement team can purchase materials
direct from manufacturers or manage an RFP
process through distributors which guarantees
the most competitive pricing available. Our
internal procurement team eliminates all
subcontractor markups on materials thereby
maximizing the project value for Vail.
•Our lighting team has key personnel based in our Golden, CO office.
Members of this local lighting team have decades of experience in the
lighting industry along with decision-making authority to provide timely
deliverables while delivering the correct solution for Vail. Because our
team is in-house and local, we can be more flexible and agile during the
design and implementation phase, which allows our team to deliver a
superior project at a lower price point than our competitors.
Since 2009, our Lighting Solutions Team of 15 dedicated experts, has implemented over $1.5 billion in energy efficiency
projects. Most recently this team has completed the audit and design of some of the most complicated lighting and
lighting controls projects in the country, including the Phoenix Convention Center, Denver International Airport and Salt
Lake City School District.
McKinstry Lighting Solutions Team
Phoenix Convention Center Project
Phoenix Convention Center
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4.Best Value
DEDICATED FUNDING AND INFLATION REDUCTION ACT (IRA) RESOURCE FOR VAIL
The selected McKinstry team has vast experience
working on the funding and financing of EPC
projects throughout Colorado and we plan to
include the following strategies through a
dedicated Project Funding and IRA Resource for
Vail, Sara Berry-Maraist.
IRA FUNDING
There are some very impactful incentives built into the Inflation Reduction Act. Most notably, non-taxable entities
are now eligible to take advantage of the Investment Tax Credit (ITC) in the form of "direct pay”. Many of the IRA
programs guidance is still being issued and finalized by Treasury, but McKinstry has a dedicated team monitoring
the changes daily for all our clients. We want our clients to know firsthand of all funding opportunities.
IRA Eligible Technologies
Now is the time to think big and act boldly to accelerate energy resiliency planning, clean energy deployment
and high-performing building retrofits. The IRA presents opportunities to meet Vail’s energy needs sooner while
readying your operations for long-term resiliency, decarbonization and equitable outcomes for generations to
come.
Utility Funding and Rebates
Seeking and securing utility-based incentives for a customer is a critical part of
the funding strategy an ESCO brings to a performance contract, and McKinstry
has the expertise and resources to secure these funds. Our local team in the
Rocky Mountain Region has significant experience working with Vail’s utilities,
including Holy Cross, through our work with other clients like City of Aspen,
Aspen School District, and others.
Sara will serve as Vail's Federal and State Funding
Resource. Sara stays current with federal/state
funding guidelines, compliance requirements, and
new funding announcements. She will help Vail
understand their eligibility for federal/state tax
incentives, grants, and other programs.
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4.Best Value
Grant Opportunities
Check out some of our recent grant-funded projects in Colorado!
Before seeking financing, McKinstry will diligently explore all opportunities
to bring additional funding to your program through grants and rebates.
We are the local experts when it comes to leveraging state and federal grant and stimulus funding for energy
efficiency projects and can write and/or support all grant requests on Vail’s behalf. We have helped to secure
over $30 million in outside grant/rebate funding for our Colorado clients’ energy projects. Based on our
knowledge and experience, the following are current opportunities for funding Vail’s project:
Colorado Public Building Electrification Grant
Colorado Department of Local Affairs Grants (used in community solar projects)
Resiliency Challenge
Renewable Energy Grant
Energy and Mineral Impact Grant
State of Colorado Geothermal Grant
Congressionally Directed Spending
FEMA Building Resilient Infrastructure and Communities (BRIC) Grant
Inflation Reduction Act
Investment Tax Credit – Direct Pay for renewable energy systems, battery storage,
EV charging Tax Credit – Direct Pay for installation of chargers in low-income/rural areas
US Department of Energy Grants
Utility rebates
And many more that will be investigated throughout the audit process!
Grants and Stimulus Funding
Reallocated like-for-like capital replacement budget
Utility and energy savings internal borrowing from enterprise funds with additional capital availability
Sustainability or climate tax
More options investigated during financial process and finance team interviews
Capital and Internal Funding
Equipment Lease Purchase
Bonds
Certificates of Participation
Energy-as-a-service
Infrastructure-as-a-service
Power-purchase-agreements
More options investigated during financial process and finance team interviews
Financing Options
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4.Best Value
LOCAL SUB-CONTRACTOR EXPERTISE
If subcontractors are needed, McKinstry is committed to engaging the local
subcontractor community in Vail to help promote and enhance the local
economy. Our team has experience working with minority and women-
owned businesses (MWBE) and has exceeded other Town’s MWBE goals on
projects. Leveraging our current contractor relationships in Colorado, we
will drive a seamless process during construction free of any overlap of
duties and ensure that Vail receives the best pricing, subcontractors, and
performance while also meeting all stated project goals.
WE ARE A PRIVATELY OWNED COMPANY
McKinstry remains a privately held company, meaning that we answer only
to our clients and ourselves. We are curious engineers, highly capable
development and construction professionals, and nimble problem solvers.
Innovating with clients is in our DNA. While there are specific nuances with
every project, success still comes down to having people on staff who
understand technology, development, and construction, and McKinstry has
over 60 years of proven experience doing this with the client in mind.
WE ARE ALIGNED WITH THE VAIL’S GOALS AND IMPLEMENTING SIMILAR
PROJECTS AT MCKINSTRY!
McKinstry believes in making a positive difference for both people and the
planet. So much so that these are guiding pillars in our legal operating
agreements. Headquartered in Washington, McKinstry supports the WA
State Legislature’s work in 2012 to create a Social Purpose Corporation
statue, Washington’s version of B-corps. As a result, McKinstry updated our
own operating agreements to become the largest social purpose business
and first social purpose LLC in Washington state in alignment with this
statue. In doing this, McKinstry has committed that the purpose of our
business is not necessarily to maximize investment returns for our owners,
but rather to balance profit with the interests of our employees and our
environment.
WE ARE COMMITTED TO VAIL’S SUCCESS!
McKinstry is the ideal partner for the Town of Vail's EPC project because we
prioritize collaboration, deliver exceptional value, and possess unmatched
expertise in high-altitude, municipal energy efficiency, electrification, solar
and energy storage projects. Our commitment goes beyond just words; we
have the proven processes and local experience to ensure a successful
project that aligns with Vail's unique needs and long-term vision.
The McKinstry ScaleUp
program reflects the
values, goals and
teamwork that McKinstry
provides to their
subcontractors. Providing
mentorship to protégé
organizations like us, to
help us grow and to learn
how businesses at a larger
scale operate.”
-Michelle Chavez
Midnight Metals | MWDBE Partner
McKinstry was the
#10 signatory of
The Climate Pledge,
and we are now actively
pursuing our path to
Zero Carbon.
SCALEUP WITH
MCKINSTRY
TOGETHER, BUILDING
A THRIVING PLANET
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4.Best Value
McKinstry’s Golden Office
IN SUMMARY, MCKINSTRY DELIVERS BEST VALUE BY:
Collaborative Approach: We believe in frequent communication and building strong partnerships. Our team
will work closely with Vail throughout the entire project lifecycle, ensuring alignment with your goals and
addressing any concerns promptly.
Local Expertise: McKinstry boasts the largest ESCO team in Colorado, based right here in Golden. This local
team, backed by a national network of 2,500+ energy experts, offers unparalleled knowledge of the Colorado
market and the specific challenges of high-altitude environments.
Proven Track Record: McKinstry has a demonstrably successful history in Colorado's municipal sector,
delivering over $254 million in energy services across 252+ cities and counties. Locally, we've partnered with
Aspen, Basalt, and Steamboat Springs, bringing valuable experience to the Vail project.
Decarbonization Leadership: We are experts in developing innovative solutions to achieve decarbonization
goals. Our experience in Steamboat Springs and other mountain communities exemplifies our ability to tailor
solutions for high-alpine settings, and we are committed to aligning our approach with Vail's long-term
sustainability vision.
Long-Term Planning: We understand that funding can be a challenge. McKinstry has a proven track record
of securing grants, particularly in rural Colorado. Our financial modeling expertise and access to diverse
funding sources will be instrumental in navigating this aspect of the project.
Shared Vision: McKinstry's unwavering commitment to combating climate change aligns perfectly with Vail's
environmental stewardship values. This shared vision, coupled with our technical expertise, makes us the ideal
partner for this transformative journey.
Optimized Approach: Leveraging experience from over 30 Colorado municipal EPCs, McKinstry will
implement proven strategies to ensure project success and deliver superior value. These strategies include:
Expansive communication
with Vail through weekly
check-ins, office hours,
and detailed meeting
minutes.
Comprehensive analysis
of existing conditions and
systems to ensure a
smooth implementation
process.
Stakeholder alignment
on project scope,
expectations, and goals,
including facility,
financial, social, and
sustainability objectives.
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4.Best Value
Finally, Our extensive Colorado EPC experience is unmatched by our competition. McKinstry has consistently
managed over 50% of total energy projects under the Colorado Energy Office's EPC program for the past two
years, showcasing our proficiency in assembling collaborative teams to benefit our clients. Furthermore, we
continuously enhance our EPC process by drawing insights from previous projects. Regardless of size, we
approach each project with equal dedication—ranging from a $200 retro-commissioning of a single equipment
piece to an $83M performance contract, all executed with minimal disruption to our clients' facilities and
operations. We know Vail and your buildings through our previous Solar PV feasibility study. We are excited to
continue our partnership with Vail on this project to help achieve your sustainability goals and support your
vision to be a recognized global leader in sustainability, demonstrate aggressive action on global climate
change, resource efficiency, ecosystem protection and community awareness and education.
Let’s build a thriving planet together!
79
Appendix
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Appendix A: Key Personnel Resumes
Stephan Rank, PE, CEM | PROJECT DIRECTOR
WHY STEPHAN?
Stephan brings extensive experience in energy audits, energy conservation
measure development, cost estimating, utility rate analysis and
optimization, heating and cooling load calculations, and life cycle cost
analysis.
STEPHAN’S ROLE
As Project Director, Stephan is the single point of contact throughout the life of
the project and will oversee team leads on development, construction, M&V,
and on-going services. Stephan is responsible for overall client satisfaction and
project success.
PROJECT EXPERIENCE
City and County of Denver; CO
Project Director for Investment Grade Audit and $16.9M Energy Performance
Contract.
Foothills Park and Recreation; Littleton, CO
Project Director for development of $8M Energy Performance Contract.
Adams 12 Five Star School District; Thornton, CO
Project Director for development of $2M Energy Performance Contract.
Aurora Public Schools; Aurora, CO
Project Director for development of $7M Energy Performance Contract.
Salt Lake City School District; UT
Project Director for $29.3M Comprehensive Zero-Over-Time roadmap for the
District to achieve full zero carbon performance in their facilities by 2040,
including facility electrification over five phases.
City of Arvada; Arvada, CO*
Energy Performance Contract
Arapahoe County, Phase 2; Various Cities, CO*
Energy Performance Contract; $7.9M
Persigo Wastewater Treatment Plant; Grand Junction, CO*
Energy Performance Contract
Colorado Department of Transportation; Various Cities, CO*
Statewide Energy Performance Contract; $9.5M
Boulder Community Hospital Complex; Boulder, CO*
Sustainable Interior Deconstruction
*Denotes project completed with another firm
EDUCATION
California State Polytechnic
University, San Luis Obispo,
B.S., Mechanical Engineering
ACCREDITATIONS
Professional Engineer (P.E.) in:
CO, CA, AZ, UT, WY, NV
Certified Energy Manager
(CEM)
TENURE
In the industry since 1998 and
with McKinstry since 2019.
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Appendix A: Key Personnel Resumes
Dan Gacnik, CEM | BUSINESS DEVELOPMENT MANAGER
WHY DAN?
Dan’s diversified experience in energy supply-side, energy services, and
maintenance-related projects provides clients with specialized expertise in
utility and operational savings, rebates, and creative funding opportunities,
resulting in a comprehensive project approach.
DAN’S ROLE
Dan oversees client relationship and account management throughout projects.
He assists with funding and financing strategy including the investigation of any
available grants, rebates or other project funding sources; and ongoing client
engagement and contracts.
PROJECT EXPERIENCE
City of Lakewood; CO
Business Development Manager for development of $2.4M Energy Performance
Contract.
City and County of Broomfield; CO
Business Development Manager for $96K Investment Grade Audit and Energy
Performance Contract.
Fremont RE-2 School District, CO; Florence, CO
Business Development Manager for $3.2M Investment Grade Audit and Energy
Performance Contract.
Adams 12 Five Star School District; Thornton, CO
Business Development Manager for development of $2M Energy Performance
Contract.
Aspen School District; Aspen, CO
Business Development Manager for $2.0M Energy Savings Performance Contract.
Aurora Public Schools; Aurora, CO
Business Development Manager for development of $7M Energy Performance
Contract.
Denver Public Schools; Denver, CO
Business Development Manager for $31M Energy Performance Contract.
Colorado School of Mines; Golden, CO
Business Development Manager for development of $4.8M PV Energy
Performance Contract.
University of Colorado; CO
Business Development Manager for Investment Grade Audit and $5M Energy
Performance Contract.
EDUCATION
University of Colorado at
Boulder, B.S., Business
Administration
ACCREDITATIONS
Certified Energy Manager
(CEM)
AFFILIATIONS
Business Partner
Representative for Rocky
Mountain APPA
Founding Member of
Colorado APPA
Energy Services Coalition–
Colorado Chapter Affiliate
Member
Representative for Colorado
School Plant Managers
Association (CSPMA)
TENURE
In the industry since 1992 and
with McKinstry since 2010.
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Appendix A: Key Personnel Resumes
Jordan Worthington, EIT | ACCOUNT EXECUTIVE
WHY JORDAN?
Jordan will leverage his technical background and expertise to ensure
excellence throughout the entire project lifecycle.
He is motivated to create long-term relationships with clients and to provide
custom services that benefit both the client and surrounding community.
JORDAN’S ROLE
Jordan provides account management to ensure client objectives and goals are
met, any issues are addressed, and schedule/deliverables are met in a
coordinated and timely manner.
PROJECT EXPERIENCE
Town of Frisco; CO
Account Executive for development of $71K Energy Performance Contract.
City of Boulder; CO
Account Executive for development of $1.8M Energy Performance Contract.
Adams 12 Five Star School District; Thornton, CO
Account Executive for development of $2M Energy Performance Contract.
Aurora Public Schools; Aurora, CO
Account Executive for development of $7M Energy Performance Contract.
North Park School District; Walden, CO
Account Executive for Investment Grade Audit and $1.2M Energy Performance
Contract.
JeffCo Public Schools, Phase 1; Lakewood, CO
Account Executive for $1.5M Design-Build LED lighting retrofit project.
JeffCo Public Schools, Phase 2; Lakewood, CO
Account Executive for $2.7M Design-Build LED lighting retrofit project.
Atlanta Neighborhood Charter School Elementary Campus*
Energy and water assessment including implementation support for web-based
HVAC controls, LED lighting and controls, window film, high-performance
plumbing fixtures, and solar electricity. Projected $28,000 annual utility savings.
Chatsworth Boys and Girls Club*
Nearly net-zero energy project and energy and water assessment including
implementation support for web-based HVAC controls, high-performance HVAC,
insulation upgrades, LED lighting and controls, high-performance plumbing
fixtures, and solar electricity. Projected $6,000 annual utility savings.
*Denotes project completed with another firm.
EDUCATION
The University of Georgia,
Athens, B.S., Environmental
Engineering
ACCREDITATIONS
Engineer in Training (E.I.T.)
TENURE
In the industry since 2015 and
with McKinstry since 2019.
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Appendix A: Key Personnel Resumes
Ashley Brasovan | PROGRAM AND FUNDING MANAGER
WHY ASHLEY?
Ashley has successfully secured $100M+ financial packages for public
sector efficiency projects within Colorado – giving her a hands on
understanding of how a a roadmap and facilities assessment project
can be implemented.
ASHLEY’S ROLE
As Program and Funding Manager, Ashley will ensure Vail’s objectives and
goals are met, any issues are addressed, and schedule/ deliverables are
achieved in a coordinated and timely manner. She will also support financial
strategies, grant funding, and delivery of the benefit/ drawback analysis.
PROJECT EXPERIENCE
City of Louisville, CO
Study Director for the development of a comprehensive city-wide internal
decarbonization action plan to achieve cost- effective decarbonization by 2030.
Huerfano County, CO
Program Manager for 33 building decarbonization and energy efficiency project.
$2-$3 million construction contract pending.
Denver International Airport, CO
Project Executive for 8.5 million sq. ft. decarbonization and energy efficiency
project. $82 million project.
City of Lakewood, CO
Program Manager for energy efficiency program and Solar Feasibility Study and
asset management dashboard.
Northwest CO Regional Solar Resiliency Project, CO
Project Director for 15 sites in Hayden, Yampa, Craig, Steamboat Springs, and Oak
Creek; Groundmount, roof-mount and battery storage.
City of Golden, CO
Program manager for asset management dashboarding services and
decarbonization pilot project.
City and County of Denver, CO
Program manager for energy benchmarking project, energy efficiency audit of 4M
square feet, asset management dashboard, and solar feasibility and
implementation work of over 15MW.
EDUCATION
Duke University- M.A. Energy
Management
Duke University – B.A., Earth
and Ocean Science
TENURE
In the industry since 2014 and
with McKinstry since 2016.
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Appendix A: Key Personnel Resumes
Brian Gamet, CEM | DIRECTOR OF PROJECT DEVELOPMENT
WHY BRIAN?
Brian has led teams that have implemented and developed $500+ million in
construction, energy performance contracting, and design-build projects..
He has experience in federal, regional state and local government facilities,
as well as schools, hospitals, and universities.
BRIAN’S ROLE
Brian’s primary responsibilities are to lead the regional development
organization in the development of Energy Performance Contracts. He
supports the analysis, energy auditing, engineering, project scoping, financial
feasibility analysis as well as technical documentation for driving best value in
self-funding facility improvement and energy conservation measures.
PROJECT EXPERIENCE
Huerfano County; Walsenburg, CO
Director of Project Development for development of $2.2M Energy Performance
Contract.
City and County of Denver; CO
Director of Project Development for development of $16.9M Energy Performance
Contract.
City of Louisville; CO
Director of Project Development for the development of a comprehensive city-
wide internal decarbonization action plan to achieve cost-effective
decarbonization by 2030.
Foothills Park and Recreation, Phase 2; Littleton, CO
Director of Project Development for Investment Grade Audit and $8M Energy
Performance Contract.
City and County of Broomfield; CO
Director of Project Development for $96K Investment Grade Audit and Energy
Performance Contract.
Denver International Airport; CO
Director of Project Development for development of $83M Energy Performance
Contract.
Fremont RE-2 School District, CO; Florence, CO
Business Development Manager for $3.2M Investment Grade Audit and Energy
Performance Contract.
Denver Public Schools; Denver, CO
Director of Project Development for $8.5M Energy Performance Contract.
EDUCATION
South Dakota, School of
Mines, B.S., Mechanical
Engineering
University of Wisconsin,
Electrical Systems Design
University of Wisconsin,
Piping Systems Design
ACCREDITATIONS
Certified Energy Manager
(CEM)
AFFILIATIONS
Association of Energy
Engineers
TENURE
In the industry since 1993 and
with McKinstry since 2020.
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Appendix A: Key Personnel Resumes
Aaron Skroch, LEED® AP, CEM | PROGRAM MANAGER
WHY AARON?
Aaron is responsible for developing comprehensive and innovative energy-
saving, facility solutions.
He brings a diverse background of energy engineering, design engineering,
project development, retro-commissioning, and project management.
AARON’S ROLE
As Program Manager, Aaron is responsible for oversight calculations,
development measures and overall design team coordination and schedule.
PROJECT EXPERIENCE
Huerfano County; Walsenburg, CO
Program Manager for development of $2.2M Energy Performance Contract.
City and County of Denver; CO
Program Manager for development of $16.9M Energy Performance Contract.
City and County of Broomfield; CO
Program Manager for $96K Investment Grade Audit and Energy Performance
Contract.
City of Lakewood; CO
Program Manager for development of $2.4M Energy Performance Contract.
City of Louisville; CO
Program Manager for the development of a comprehensive city-wide internal
decarbonization action plan to achieve cost-effective decarbonization by 2030.
Foothills Park and Recreation, Phase 2; Littleton, CO
Program Manager for Investment Grade Audit and $8M Energy Performance
Contract.
Northwest Colorado Regional Solar and Resiliency Project; Craig,
Steamboat, Yampa, Hayden, and Oak Creek, CO
Program Manager for $6M Solar and Resiliency Project across 15 different sites.
Denver International Airport; CO
Program Manager for development of $83M Energy Performance Contract.
University of Colorado Boulder, MacAllister Building; CO
Senior Energy Engineer for $10.7M Energy Performance Contract.
University of Colorado Boulder, Wilderness Place; CO
Senior Energy Engineer for $6.3M Energy Performance Contract.
University of Colorado Boulder, Coors Event Center; CO
Senior Energy Engineer for $2.4M Energy Performance Contract.
EDUCATION
Colorado State University, CO,
B.S., Mechanical Engineering
ACCREDITATIONS
LEED Accredited Professional
(LEED AP)
Certified Energy Manager
(CEM)
AFFILIATIONS
American Society of Heating,
Refrigerating and Air-
Conditioning Engineers
(ASHRAE)
TENURE
In the industry since 2004 and
with McKinstry since 2014.
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Appendix A: Key Personnel Resumes
Brian Boughton, CEM | SENIOR ENERGY ENGINEER
WHY BRIAN?
Brian’s collaborative, organized, and detailed-oriented skills align well with
his responsibilities for gathering and documenting project information,
including utility data, facility profiles, system operating characteristics, and
site drawings.
He draws from his technical and business experience in performing energy
and operational savings calculations, using engineering theory and practical
application to accurately define utility savings for clients.
BRIAN’S ROLE
As Senior Energy Engineer, Brian will perform technical analysis of utility data,
auditing, and assists with field data gathering. He performs detailed
engineering assessments, including baseline profiles, end-use and retrofit
analysis as well as identifying opportunities for conservation and/or efficiency.
He also works closely with the design team to develop scopes of work and
guaranteed energy savings calculations.
PROJECT EXPERIENCE
City and County of Denver; CO
Senior Energy Engineer for development of $16.9M Energy Performance Contract
and $40M Community Solar project.
Foothills Park and Recreation; Littleton, CO
Senior Energy Engineer for development of $8M Energy Performance Contract.
City and County of Broomfield; CO
Senior Energy Engineer for $96K Investment Grade Audit and Energy Performance
Contract.
Denver International Airport; CO
Senior Energy Engineer for development of $83M Energy Performance Contract.
Aurora Public Schools; Aurora, CO
Senior Energy Engineer for development of $7M Energy Performance Contract.
Denver Public Schools; Denver, CO
Senior Energy Engineer for $31M Energy Performance Contract.
Salt Lake City School District; UT
Senior Energy Engineer for $29.3M Comprehensive Zero-Over-Time roadmap for
the District to achieve full zero carbon performance in their facilities by 2040,
including facility electrification over five phases.
EDUCATION
The Ohio State University,
Masters in Business
Administration
The Ohio State University,
B.S., Industrial Engineering
ACCREDITATIONS
Certified Energy Manager
(CEM)
AFFILIATIONS
American Society of Heating,
Refrigerating and Air-
Conditioning Engineers
(ASHRAE)
Association of Energy
Engineers (AEE)
TENURE
In the industry since 2010 and
with McKinstry since 2020.
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Appendix A: Key Personnel Resumes
Clay Herrin, PE, CEM, CMVP, CBCP, CDSM, LEED AP |
MECHANICAL ENGINEER
WHY CLAY?
Clay has more than 26 years of experience in energy efficiency and
construction creating comprehensive building projects for a wide range of
clients.
He has a dedicated focus on maximizing performance and efficiency and is
appreciated by customers and teammates alike for his leadership, strategic
thinking, and straight-forward communication.
CLAY’S ROLE
As the Mechancial Engineer, Clay serves as the engineer of record for projects
and manages scoping, fees, as well as provides engineering insight into
projects. He assists in communication and coordination efforts and also
provides quality control and assurance by monitoring the design and reviewing
deliverables throughout the life of a project.
PROJECT EXPERIENCE
Huerfano County; Walsenburg, CO
Mechanical Engineer for development of $2.2M Energy Performance Contract.
City of Durango; CO
Mechanical Engineer for development of $5.5M Energy Performance Contract.
City of Gunnison; CO
Mechanical Engineer for development of $4M Energy Performance Contract.
City of Boulder; CO
Mechanical Engineer for Open Space and Mountain Parks A/C design.
Denver International Airport; CO
Mechanical Engineer for development of $83M Energy Performance Contract.
Mount Carmel City Government; IL*
Mechanical Engineer for development of $2M Energy Efficiency Project.
City of Evansville; IN*
Mechanical Engineer for development of $3M Energy Efficiency Project.
McCracken County; KY*
Mechanical Engineer for development of $2.5M Energy Efficiency Project.
Boone County Fiscal Court; KY*
Mechanical Engineer for development of $1.5M Energy Efficiency Project.
City of Oak Ridge; TN*
Mechanical Engineer for development of $4M Energy Efficiency Project.
*Denotes project completed with another firm
EDUCATION
University of Southern
Indiana, Masters, Business
Administration
Purdue University, B.S.,
Mechanical Engineering
ACCREDITATIONS
Professional Engineer (PE)
Colorado #PE.0056641
Certified Energy Manager
(CEM)
Measurement & Verification
Professional (CMVP)
Building Commissioning
Professional (CBCP)
Demand Side Management
Professional (CDSM)
LEED Accredited Professional
(LEED AP)
TENURE
In the industry since 1997 and
with McKinstry since 2022.
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Appendix A: Key Personnel Resumes
Jarred Coulter, PE, CEM | ELECTRICAL ENGINEER
WHY JARRED?
With nearly three decades of experience in electrical design, construction,
and project management, Jarred specializes in commercial and light
industrial projects, renewable energy design-build, and energy
management.
Jarred's ability to organize and his attention to detail results in projects
being finished within schedule and budget.
JARRED’S ROLE
As Electrical Engineer, Jarred will be responsible for electrical calculations,
selecting, and sizing electrical systems, ensuring all applicable codes are met in
the design, and adhering to the project’s design budget and schedule.
PROJECT EXPERIENCE
Huerfano County; Walsenburg, CO
Electrical Engineer for development of $2.2M Energy Performance Contract.
City and County of Denver; CO
Electrical Engineer for development of $16.9M Energy Performance Contract and
$40M Community Solar project.
City and County of Broomfield; CO
Electrical Engineer for $96K Investment Grade Audit and Energy Performance
Contract.
Denver International Airport; CO
Electrical Engineer for development of $83M Energy Performance Contract.
Salt Lake City School District; UT
Electrical Engineer for $29.3M Comprehensive Zero-Over-Time roadmap for the
District to achieve full zero carbon performance in their facilities by 2040,
including facility electrification over five phases.
Aurora Public Schools; Aurora, CO
Electrical Engineer for Investment Grade Audit.
Colorado School of Mines; Golden, CO
Electrical Engineer for development of $4.8M Energy Performance Contract.
University of Colorado Anschutz; Aurora, CO
Electrical Engineer for CU Anschutz campus-wide Solar Feasibility Study.
EDUCATION
University of Idaho, B.S.,
Electrical Engineering
North Idaho College A.S.,
Electrical Engineering and
Mathematics
ACCREDITATIONS
Professional Engineer (PE),
WA
Electrical Administrator, WA
Certified Energy Manager
(CEM)
TENURE
In the industry since 1998 and
with McKinstry since 2021.
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Appendix A: Key Personnel Resumes
Maya Kadi | DESIGN PROJECT ENGINEER
WHY MAYA?
Maya is enthusiastic in offering contributions for project ideas and solutions
– she recently became actively engaged in the design of the mechanical
systems for the Salt Lake City School District electrification heat pump
project.
She brings strong knowledge of radiant hydronics, ground source heat pump
systems, and energy modeling among other things. She can proudly claim to
be the first female in the U.S. to be certified as an ANSI-accredited ASSE
19210 radiant installer instructor.
MAYA’S ROLE
Maya oversees the comprehensive development of HVAC electrification and
infrastructure solutions which includes reviewing designs for functionality,
designing HVAC and plumbing systems for new and existing buildings,
reviewing engineering design and energy model outputs, and assisting project
teams with the implementation of project designs.
PROJECT EXPERIENCE
Huerfano County; Walsenburg, CO
Design Project Engineer for development of $2.2M Energy Performance Contract.
City and County of Denver; CO
Design Project Engineer for development of $16.9M Energy Performance Contract
and $40M Community Solar project.
City of Gunnison; CO
Design Project Engineer for development of $4M Energy Performance Contract.
Fremont RE-2 School District; Florence, CO
Design Project Engineer for $7M Energy Performance Contract.
Salt Lake City School District; UT
Design Project Engineer for $29.3M Comprehensive Zero-Over-Time roadmap for
the District to achieve full zero carbon performance in their facilities by 2040,
including facility electrification over five phases.
Poudre School District; Fort Collins, CO
Design Project Engineer for condition assessments and asset tagging of 56 district
buildings as part of a high-performance bond planning project.
Aurora Public Schools; Aurora, CO
Design Project Engineer for development of $7M Energy Performance Contract.
EDUCATION
Notre Dame University –
Louaize, B.S., Mechanical
Engineering
ACCREDITATIONS
ANSI-accredited ASSE 19210
TENURE
In the industry since 2017 and
with McKinstry since 2022.
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Appendix A: Key Personnel Resumes
Crystal Davis, CEM | CONSTRUCTION SERVICES MANAGER
WHY CRYSTAL?
Crystal’s leadership, problem-solving, and effective communication, secured
accolades as the 2021 Construction Manager of the Year for a $170 million
revenue company and clinched the prestigious Project of the Year for
orchestrating a groundbreaking 150 MW Solar Farm construction.
Crystal is driven by a passion for mentoring, cultivating a vibrant workplace
culture, and embracing challenges with unwavering dedication to
excellence.
CRYSTAL’S ROLE
Crystal is responsible for managing the MTN region construction team and all
construction management related functions including hiring and managing
subcontractors, managing project budget and critical path schedule, all project-
related contractual documents, and site supervision management support.
PROJECT EXPERIENCE
City and County of Denver; CO
Construction Services Manager for development of $16.9M Energy Performance
Contract and $40M Community Solar project.
Denver International Airport; CO
Construction Services Manager for development of $83M Energy Performance
Contract.
Origis, SkyHaw*
100 MW Solar Farm, $75M.
Next Era; Elora, CO*
150 MW Solar Farm, $68M.
*Denotes project completed with another firm
EDUCATION
San Joaquin Valley College,
A.S., Construction
Management
ACCREDITATIONS
Certified Energy Manager
(CEM)
TENURE
In the industry since 2003 and
with McKinstry since 2023.
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Appendix A: Key Personnel Resumes
Alexa Vinci | SENIOR CONSTRUCTION PROJECT ENGINEER
WHY ALEXA?
Alexa is skilled in fast-track scheduling in projects with a quick turnaround.
Her time management, problem solving, and organization makes her an
ideal project team partner.
Her past experience in managing and leading Army Corps of Engineers jobs
give her tremendous experience in complex projects.
ALEXA’S ROLE
As Senior Construction Project Engineer, Alexa will be responsible for
supporting the design process, executing systems design, optimizing design,
and providing constructability reviews. She will organize subcontractors and
ensure all activities go smoothly throughout the construction phase.
PROJECT EXPERIENCE
City and County of Denver; CO
Senior Construction Project Engineer for development of $16.9M Energy
Performance Contract and $40M Community Solar project.
Northwest Colorado Regional Solar and Resiliency Project; Craig,
Steamboat, Yampa, Hayden, and Oak Creek, CO
Senior Construction Project Engineer for $6M Solar and Resiliency Project across
15 different sites.
Foothills Park and Recreation, Phase 2; Littleton, CO
Senior Construction Project Engineer for Investment Grade Audit and $8M Energy
Performance Contract.
Fremont RE-2 School District, CO; Florence, CO
Senior Construction Project Engineer for $3.2M Investment Grade Audit and
Energy Performance Contract.
Aurora Public Schools; Aurora, CO
Senior Construction Project Engineer for development of $7M Energy
Performance Contract.
Coolidge Unified School District; Coolidge, AZ
Senior Construction Project Engineer for development of $2.6M Alternative
Program building renovation project.
Colorado School of Mines; Golden, CO
Senior Construction Project Engineer for development of $4.8M Energy
Performance Contract.
EDUCATION
James Madison University,
B.S., Chemistry
ACCREDITATIONS
OSHA 30
USACE Construction Quality
Management Training
TENURE
In the industry since 2019 and
with McKinstry since 2021.
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Appendix A: Key Personnel Resumes
John Musso, CEM, LEED AP BD+C, GPRO | SITE
SUPERINTENDENT
WHY JOHN?
Hands-on field experience with HVAC, lighting, and other building retrofits
gives John a unique perspective and skill set for managing projects and
supervising subcontractors.
Ability to recruit, lead and mentor a team of subcontractors to perform their
duties at the highest level of quality and performance.
JOHN’S ROLE
As Site Superintendent, John is responsible for on-site supervision and
coordination of all trades and subcontractors’ field activities. He also is
responsible for preparing and completing all daily project documentation,
overseeing compliance with on-site safety and environment issues, and
overseeing all post-construction services.
PROJECT EXPERIENCE
City and County of Denver; CO
Site Superintendent for Investment Grade Audit and $16.9M Energy Performance
Contract.
City of Lakewood; CO
Site Superintendent for development of $2.4M Energy Performance Contract.
Foothills Park and Recreation, Phase 2; Littleton, CO
Site Superintendent for Investment Grade Audit and $8M Energy Performance
Contract.
Denver International Airport; CO
Site Superintendent for development of $83M Energy Performance Contract.
Denver Public Schools; Denver, CO
Site Superintendent for Montbello High School $8.5M Energy Performance
Contract.
North Park School District; Walden, CO
Site Superintendent for Investment Grade Audit and $1.2M Energy Performance
Contract.
Colorado School of Mines; Golden, CO
Site Superintendent for development of $4.8M Energy Performance Contract.
Colorado School of Mines; Golden, CO
Site Superintendent for $8.5M Design-Build chiller plant.
ACCREDITATIONS
LEED Accredited Professional
(LEED AP) BD+C (Building
Design and Construction)
Green Building Certificate
Green Pro
Sustainable Building
Certificate
Qualified Construction
Supervisor in Colorado
Qualified General Contractor's
License in New Mexico,
Arizona, and Nevada
TENURE
In the industry since 1978 and
with McKinstry since 2011.
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Appendix A: Key Personnel Resumes
Tom Alvarez | SENIOR SAFETY PROGRAM MANAGER
WHY TOM?
Tom’s 20+ years of experience in health and safety allows him to create,
monitor, and maintain safe projects. He works closely with advisory groups
to ensure safe work planning is being used on-site to reduce the risk of
incident and injury.
TOM’S ROLE
Tom delivers construction safety experience for the project and is responsible
for McKinstry’s safety planning, training, compliance, and overall coordination.
His expertise includes safety leadership, safe-work planning, safety training,
construction safety and health, behavior-based safety, incident/injury-free
environment, project safety audits and job-hazard analysis. Tom will help the
team maintain our zero recordables record.
PROJECT EXPERIENCE
City and County of Denver; CO
Senior Safety Program Manager for Investment Grade Audit and $16.9M Energy
Performance Contract.
Foothills Park and Recreation, Phase 2; Littleton, CO
Senior Safety Program Manager for Investment Grade Audit and $8M Energy
Performance Contract.
Denver International Airport; CO
Senior Safety Program Manager for development of $83M Energy Performance
Contract.
Colorado School of Mines; Golden, CO
Site Superintendent for development of $4.8M Energy Performance Contract.
Colorado School of Mines; Golden, CO
Senior Safety Program Manager for $8.5M Design-Build chiller plant.
Denver Public Schools; Denver, CO
Senior Safety Program Manager for $8.5M Energy Performance Contract.
Salt Lake City School District; UT
Senior Safety Program Manager for $29.3M Comprehensive Zero-Over-Time
roadmap for the District to achieve full zero carbon performance in their facilities
by 2040, including facility electrification over five phases.
Coolidge Unified School District; Coolidge, AZ
Senior Safety Program Manager for development of $2.6M Alternative Program
building renovation project.
EDUCATION
Trinidad State Junior College,
A.A.S., Occupational Safety
and Health
ACCREDITATIONS
NFPA 70E Standards
OSHA 500 Course Instructor
Confined Space Trainer
Confined Space Air Monitor
Technician
Fall Protection Competent
Inspector
TENURE
In the industry since 2002 and
with McKinstry since 2022.
94
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Appendix A: Key Personnel Resumes
James Johnson, CCP | LEAD COMMISSIONING ENGINEER
WHY JAMES?
James has supported a variety of complex building projects including data
centers and critical spaces. James brings extensive knowledge of HVAC
systems and the commissioning process.
JAMES’ ROLE
James’ experience in new construction commissioning and existing building
commissioning allows him to verify that systems function as intended and to
identify potential areas of improvement for facility operations. His expertise
has supported many municipal buildings, schools, colleges, universities, data
centers, and commercial customers by utilizing his extensive knowledge of
HVAC systems and the commissioning process.
PROJECT EXPERIENCE
City and County of Denver; CO
Lead Commissioning Engineer for Investment Grade Audit and $16.9M Energy
Performance Contract.
City of Commerce City; CO
Lead Commissioning Engineer for RCx services for the 90K sq. ft. Civic Center, a
LEED® Silver certified facility.
City of Lakewood; CO
Lead Commissioning Engineer for development of $2.4M Energy Performance
Contract.
Foothills Park and Recreation, Phase 2; Littleton, CO
Lead Commissioning Engineer for Investment Grade Audit and $8M Energy
Performance Contract.
City of Fort Collins; CO
Lead Commissioning Engineer for RCx services through the Efficiency Works
rebate program.
City of Boulder; CO
Lead Commissioning Engineer for RCx services for 14 City-owned facilities totaling
474,766 sq. ft.
Denver International Airport; CO
Lead Commissioning Engineer for development of $83M Energy Performance
Contract.
EDUCATION
Colorado State University,
B.S., Mechanical Engineering
ACCREDITATIONS
Certified Commissioning
Professional (CCP)
AWARDS
Building Commissioning
Association – 20 under 40
Award Program, 2022
Recipient
TENURE
In the industry since 2014 and
with McKinstry since 2014.
95
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Appendix A: Key Personnel Resumes
Sarah Parsons, LEED AP BD+C | POST-CONSTRUCTION
MANAGER
WHY SARAH?
Sarah brings nearly two decades of experience providing collaborative
design and implementation of technical services and solutions.
Sarah is motivated to create long-term relationships with public sector
clients that serve their unique needs, while also promoting community
benefits.
SARAH’S ROLE
Sarah is responsible for working with clients on all post-construction services as
the primary project manager. This includes all ongoing O&M, M&V and
behavioral engagement programs that may continue for 1-3 years (or more)
after construction has been completed.
PROJECT EXPERIENCE
City and County of Denver; CO
Post-Construction Manager for Investment Grade Audit and $16.9M Energy
Performance Contract.
City of Commerce City; CO
Account Executive for city-wide Facilities Condition Assessment.
Denver International Airport; CO
Post-Construction Manager for development of $83M Energy Performance
Contract.
Salt Lake City School District; UT
Post-Construction Manager for $29.3M Comprehensive Zero Over Time roadmap
for the District to achieve full Zero Carbon performance in their facilities by 2040,
including facility electrification over five phases.
Colorado School of Mines; Golden, CO
Post-Construction Manager for $8.5M Design-Build chiller plant.
Colorado State University; Fort Collins, CO
Account Executive commissioning consulting service for the University’s Anatomy-
Zoology addition.
University of Colorado, Anschutz; Aurora, CO
Account Executive for campus-wide Facility Condition Assessment of 32 buildings
totaling over 3.2M square feet.
EDUCATION
University of Maryland, B.S.,
Electrical Engineering
ACCREDITATIONS
LEED Accredited Professional
(LEED AP) BD+C (Building
Design and Construction)
TENURE
In the industry since 2005 and
with McKinstry since 2017.
96
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Appendix A: Key Personnel Resumes
Jaymes McMullin, CMVP, CEM, LEED AP | PRINCIPAL
ENGINEER ONGOING MONITORING AND COMPLIANCE
WHY JAYMES?
Jaymes brings a thorough understanding of building systems, integration of
mechanical and electrical systems, and optimizing controls strategies for
energy conservation.
JAYMES’ ROLE
Jaymes is focused on identifying and quantifying energy conservation measures
and monitoring performance over time through McKinstry’s behavioral
engagement program. Jaymes will work with all key stakeholders after
construction completion to collaboratively roll out the powerED program.
PROJECT EXPERIENCE
City and County of Denver; CO
Principal Engineer Ongoing Monitoring and Compliance for Investment Grade
Audit and $16.9M Energy Performance Contract.
City of Durango; CO
Principal Engineer Ongoing Monitoring and Compliance for development of
$5.5M Energy Performance Contract.
Jefferson County; CO
Principal Engineer Ongoing Monitoring and Compliance for $5.4M Phase I Energy
Performance Contract and $1.7M Phase II Energy Performance Contract.
Denver International Airport; CO
Principal Engineer Ongoing Monitoring and Compliance for development of $83M
Energy Performance Contract.
Denver Public Schools; Denver, CO
Principal Engineer Ongoing Monitoring and Compliance for $8.5M Energy
Performance Contract.
Colorado School of Mines; Golden, CO
Principal Engineer Ongoing Monitoring and Compliance for development of
$4.8M Energy Performance Contract.
University of Colorado Boulder, MacAllister Building; CO
Principal Engineer Ongoing Monitoring and Compliance for $10.7M Energy
Performance Contract.
University of Colorado Boulder, Wilderness Place; CO
Principal Engineer Ongoing Monitoring and Compliance for $6.3M Energy
Performance Contract.
EDUCATION
Colorado State University B.S.,
Mechanical Engineering
ACCREDITATIONS
Certified Measurement and
Verification Professional
(CMVP)
Certified Energy Manager
(CEM)
LEED Accredited Professional
(LEED AP)
TENURE
In the industry since 2006 and
with McKinstry since 2010.
97
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Appendix A: Key Personnel Resumes
Leanne Matthews, CMVP, EIT | PROGRAM MANAGER, M&V
WHY LEANNE?
Leanne brings seven years of leadership experience to McKinstry from her
prior work as a U.S. Navy nuclear officer. Her ability to collaborate
effectively with a diverse group of people offers a fresh perspective.
She is passionate about educating clients on M&V, the energy performance
contracting process and how McKinstry verifies energy savings.
LEANNE’S ROLE
As Measurement & Verification (M&V) Program Manager, Leanne is
responsible for providing direction and oversight of post-construction activities
including performance assurance and M&V programs, sustainability services,
ongoing commissioning, and monitoring to ensure client goals are met.
PROJECT EXPERIENCE
City and County of Denver; CO
M&V Program Manager for Investment Grade Audit and $16.9M Energy
Performance Contract.
City of Lakewood; CO
M&V Program Manager for development of $2.4M Energy Performance Contract.
City of Gunnison; CO
M&V Program Manager for development of $4M Energy Performance Contract.
Northwest Colorado Regional Solar and Resiliency Project; Craig,
Steamboat, Yampa, Hayden, and Oak Creek, CO
M&V Program Manager for $6M Solar and Resiliency Project across 15 different
sites.
Denver International Airport; CO
M&V Program Manager for development of $83M Energy Performance Contract.
Fremont RE-2 School District, CO; Florence, CO
M&V Program Manager for $3.2M Investment Grade Audit and Energy
Performance Contract.
Denver Public Schools; Denver, CO
M&V Program Manager for $8.5M Energy Performance Contract.
Salt Lake City School District; UT
M&V Program Manager for $29.3M Comprehensive Zero Over Time roadmap for
the District to achieve full Zero Carbon performance in their facilities by 2040,
including facility electrification over five phases.
Colorado School of Mines; Golden, CO
M&V Program Manager for development of $4.8M Energy Performance Contract.
EDUCATION
University of Minnesota,
Doctorate, Mechanical
Engineering
University of Minnesota, M.S.,
Mechanical Engineering
Valparaiso University, B.S.,
Mechanical Engineering
ACCREDITATIONS
Certified Measurement and
Verification Professional
(CMVP)
Engineer in Training (EIT)
TENURE
In the industry since 2021 and
with McKinstry since 2022.
98
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Appendix A: Key Personnel Resumes
Martin Beggs, PVIP | PROJECT DIRECTOR, RENEWABLES
WHY MARTIN?
Martin has over a decade of work experience in the solar industry, installing,
managing, designing and developing solar PV and energy storage projects,
primarily ranging from 5kW to 5MW.
MARTIN’S ROLE
As Renewables Project Director, Martin takes the lead on technical
development, design and modeling of solar PV and energy storage solutions.
He coordinates and collaborates with project teams, utilities, jurisdictions,
technical consultants and product vendors to identify renewable energy
applications that are best suited to each project site.
PROJECT EXPERIENCE
Huerfano County; Walsenburg, CO
Renewables Project Director for development of $2.2M Energy Performance
Contract.
City and County of Denver; CO
Renewables Project Director for development of $16.9M Energy Performance
Contract and $40M Community Solar project.
City of Lakewood; CO
Renewables Project Director for development of $2.4M Energy Performance
Contract.
Town of Basalt; CO
Renewables Project Director for development of $1.2M Energy Performance
Contract.
Northwest Colorado Regional Solar and Resiliency Project; Craig,
Steamboat, Yampa, Hayden, and Oak Creek, CO
Renewables Project Director for $6M Solar and Resiliency Project across 15
different sites.
Foothills Park and Recreation, Phase 2; Littleton, CO
Renewables Project Director for Investment Grade Audit and $8M Energy
Performance Contract.
Denver International Airport; CO
Renewables Project Director for development of $83M Energy Performance
Contract.
Adams 12 Five Star School District; Thornton, CO
Renewables Project Director for development of $2M Energy Performance
Contract.
EDUCATION
University of California, Davis,
B.S., Environmental Biology
and Management
Solar Energy International –
National Electric Code and PV
Systems
Heatspring – Comprehensive
Solar Plus Storage
ACCREDITATIONS
NABCEP Certified PV
Installation Professional (PVIP)
(#091209-10)
AFFILIATIONS
Illuminating Engineering
Society (IES) Member
TENURE
In the industry since 2008 and
with McKinstry since 2019.
99
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Appendix A: Key Personnel Resumes
John Doyle, CSLT | PROJECT DIRECTOR LIGHTING
SOLUTIONS
WHY JOHN?
John's 15+ years of industry experience in lighting design, energy analysis,
and project management allows him to deliver lighting projects with
unrivaled excellence. He has worked on dozens of lighting projects with our
proposed team.
John’s untiring motivation to stay at the forefront of lighting technologies
and deliver with excellence will add value to the City of Pueblo by ensuring
project specifications meet the City's goals.
JOHN’S ROLE
As Lighting Solutions Engineering Director, John will develop ROI-driven lighting
solutions, provide lighting design consultation, support measurement and
verification efforts to assess pre and post-results, and coordinate utility
provided rebates to improve total out of pocket costs.
PROJECT EXPERIENCE
City of Phoenix Convention Center; AZ
Lighting Solutions Project Director for $6M lighting retrofit project.
City of Glendale; AZ
Lighting Solutions Project Director for Investment Grade Audit.
Adams 12 Five Star School District; Thornton, CO
Lighting Solutions Project Director for development of $2M Energy Performance
Contract.
Tucson Unified School District; Tucson, AZ
Lighting Solutions Project Director for $2.5M lighting retrofit project.
Colorado State University Pueblo LED Retrofit; Pueblo, CO*
Regional Manager, Lighting Development and Engineering for $2.3M lighting
retrofit project.
Modesto City Schools, Phase II LED Retrofit; Modesto, CA*
Regional Manager, Lighting Development and Engineering for $8.5M lighting
retrofit project.
Marysville Joint Unified School District, Phase I LED Retrofit; Marysville, CA*
Regional Manager, Lighting Development and Engineering for $1.7M lighting
retrofit project.
South Conway County School District LED Retrofit; Morrilton, AR*
Regional Manager, Lighting Development and Engineering for $1.8M lighting
retrofit project.
*Denotes project completed with another firm
EDUCATION
University of Phoenix, M.B.A..,
Business Administration
Arizona State University, B.A.,
Business Administration
ACCREDITATIONS
NALMCO Certified Senior
Lighting Technical (CSLT)
TENURE
In the industry since 2008 and
with McKinstry since 2019.
100
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Appendix A: Key Personnel Resumes
Brad Liljequist, LFA | DIRECTOR OF ZERO CARBON
WHY BRAD?
Brad’s 30+ years of creating Earth-positive buildings and communities give
Brad a pragmatic, yet creative approach to delivering deeply sustainable and
functional buildings as he contributes key insights and improvements to
projects.
Brad excels at providing zero energy design leadership and process
management, nature-based systems and services design, user load
reduction, and zero energy specific integrated design..
BRAD’S ROLE
Brad is a nationally respected leader in decarbonization, well known for both
thought leadership and achieving actual results. A serial climate solutions
innovator, he is now dedicated to accelerating decarbonization with public and
private sector clients.
PROJECT EXPERIENCE
Seattle City Light Fast Charging Network; Seattle, WA*
Public, utility-owned, fast charging network over 10 sites. Project included market
analysis, customer research and program design.
Burlington Northern Santa Fe (BNSF) Intermodal Charging Yard City;
Seattle, WA*
Construction of 12 DC fast chargers. Project supported electric yard tractors
needed to move trailers and containers.
Amazon Fleet Charging, Multiple Countries*
Led transportation electrification initiatives. Focused on scaling charging and
infrastructure solutions in company’s transportation businesses including
deploying 5,000+ charging stations across five countries.
Safelite Auto Glass; Multiple Locations, CA*
Retail installation of EV charging at numerous Safelite Auto Glass locations across
California, providing turnkey delivery that included all planning, design,
construction and charging hardware. This project was unique due to mixed fleet
and public use case for charging stations.
*Denotes project completed with another firm
EDUCATION
University of Washington,
Evans School of Public Policy
and Governance,
Master's, Master of Public
Administration,
Environmental Policy, 1993
Georgetown University,
Bachelor's, History, 1988B.S.
ACCREDITATIONS/AWARD
Western USGBC LEED
Accredited Professional (LEED
AP)
Living Future Accredited
TENURE
In the industry since 1989 and
with McKinstry since 2019.
101
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Appendix A: Key Personnel Resumes
Brendan O’Donnell | DIRECTOR, EV CHARGING
WHY BRENDAN?
Brendan has spent the last decade implementing electrification at leading
organizations such as Rivian, Amazon and Seattle City Light.
Brendan brings leadership and proven experience deploying EV charging
projects at scale with both public and private sector partners.
BRENDAN’S ROLE
Brendan leads McKinstry’s centralized team focused on EV charging planning,
design, installation and operation. He will oversee the comprehensive
development of vehicle electrification and infrastructure solutions.
PROJECT EXPERIENCE
Seattle City Light Fast Charging Network; Seattle, WA*
Public, utility-owned, fast charging network over 10 sites. Project included market
analysis, customer research and program design.
Burlington Northern Santa Fe (BNSF) Intermodal Charging Yard City;
Seattle, WA*
Construction of 12 DC fast chargers. Project supported electric yard tractors
needed to move trailers and containers.
Amazon Fleet Charging, Multiple Countries*
Led transportation electrification initiatives. Focused on scaling charging and
infrastructure solutions in company’s transportation businesses including
deploying 5,000+ charging stations across five countries.
Safelite Auto Glass; Multiple Locations, CA*
Retail installation of EV charging at numerous Safelite Auto Glass locations across
California, providing turnkey delivery that included all planning, design,
construction and charging hardware. This project was unique due to mixed fleet
and public use case for charging stations.
*Denotes project completed with another firm
EDUCATION
University of Washington,
M.S., Civil & Environmental
Engineering
University of Michigan, B.S.,
Environmental Science
ACCREDITATIONS/AWARD
Western Energy Institute,
Business Acumen for
Emerging Leaders Award
TENURE
In the industry since 2009 and
with McKinstry since 2023.
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Appendix A: Key Personnel Resumes
Sara Berry-Maraist, PE | PROGRAM MANAGER, FEDERAL
FUNDING
WHY SARA?
Sara is a Professional Engineer who is McKinstry's in-house IRA expert. She
provides our teams with guidance and information on tax regulations,
contributing insights and collaboration with tax professionals for project
success.
Sara's team engages early in the process to advise design decisions, identify
funding opportunities, and deliver comprehensive support, targeting
maximum tax credits and compliance; they anticipate assisting clients in
obtaining $19M in ITC credits for FY-2023.
SARA’S ROLE
As Federal Funding Program Manager, Sara drives the Inflation Reduction Act
(IRA) strategy and is responsible for staying abreast across all federal funding
guidance, compliance, and any new funding announcements. She provides
hands-on support to clients and community organizations, helping them to
best understand the variety of federal tax incentives, grants, and other
programs they can utilize.
PROJECT EXPERIENCE
Huerfano County; Walsenburg, CO
Federal Funding Program Manager for development of $2.2M Energy
Performance Contract with anticipated 25.5% IRA Funding.
City and County of Denver; CO
Federal Funding Program Manager for development of $16.9M Energy
Performance Contract and $40M Community Solar project with anticipated 25.5%
IRA Funding.
Town of Basalt; CO
Federal Funding Program Manager for development of $1.2M Energy
Performance Contract with anticipated 30% IRA Funding.
Moffat County; Craig, CO
Federal Funding Program Manager for development of $490K Energy
Performance Contract with anticipated 25.5% IRA Funding.
Aurora Public Schools; Aurora, CO
Federal Funding Program Manager for development of $7M Energy Performance
Contract with anticipated 30-40% ITC funding.
Salt Lake City School District; UT
Federal Funding Program Manager for $29.3M Comprehensive Zero Over Time
roadmap for the District to achieve full Zero Carbon performance in their facilities
by 2040, including facility electrification over five phases; anticipated 25.5% ITC
funding for Phase 1 with Phase 2 assistance underway.
EDUCATION
Gonzaga University, B.S.
Mechanical Engineering
ACCREDITATIONS
Professional Engineer (PE)
TENURE
In the industry since 2018 and
with McKinstry since 2018.
103
AGENDA ITEM NO. 4.5
Item Cover Page
DATE:August 6, 2024
SUBMITTED BY:Tom Kassmel, Public Works
ITEM TYPE:Consent Agenda
AGENDA SECTION:Consent Agenda (6:10pm)
SUBJECT:Contract Award to NICX Construction for East Vail Bus Shelters
SUGGESTED ACTION:Authorize the Town Manager to enter into an agreement, in a form
approved by the Town Attorney, with NICX Construction for the East
Vail Bus Shelters, in an amount not to exceed $95,595.
VAIL TOWN COUNCIL AGENDA ITEM REPORT
ATTACHMENTS:
Council Memo 8-06-24
104
To:Vail Town Council
From:Public Works Department
Date:August 6, 2024
Subject:East Vail Bus Shelters Contract Award
I.SUMMARY
The Town publicly bid the East Vail Bus Shelters Project which includes the installation
of three (3) bus shelters in East Vail at some of the busiest locations having ~8,000-
9,000 boardings per year. The locations include;
Meadow Drive at Bighorn Park,
Intersection of Main Gore Drive and Juniper Lane,
Bighorn Road at the Vail Racquet Ball Club Townhomes.
The Town received five (5) bids;
NICX Construction $95,595
High Point Builders Ltd $96,268
DCJ Construction Ltd $112,500
Hess Contracting, Inc.$123,000
MW Golden Constructors $235,745
The project is within budget.
II.RECOMMENDATION
Direct the Town Manager to enter into a contract, as approved by the Town Attorney,
with NICX Construction in an amount not to exceed $95,595.
105
AGENDA ITEM NO. 5.1
Item Cover Page
DATE:August 6, 2024
TIME:20 min.
SUBMITTED BY:Greg Roy, Community Development
ITEM TYPE:Ordinance
AGENDA SECTION:Action Items (6:10pm)
SUBJECT:Ordinance No. 10, Series of 2024, First Reading, An Ordinance
Rezoning Lot 3, Block 3, Bighorn Subdivision 3rd Addition from
Residential Cluster (RC) to Community Housing-1 (CH-1)
(6:10pm)
SUGGESTED ACTION:Approve, approve with amendments, or deny Ordinance No. 10,
Series of 2024, upon first reading.
PRESENTER(S):Jamie Leaman-Miller, Planner I
VAIL TOWN COUNCIL AGENDA ITEM REPORT
ATTACHMENTS:
Staff Memorandum - Ordinance No. 10, Series of 2024
Ord. 10 Rezoning Presentation
A. Ordinance No. 10, Series of 2024
B. Staff Memorandum to PEC, July 8, 2024
C. PEC Meeting Minutes, July 8, 2024
D. Applicant Presentation to Council, 8-6-24
E. Application and Supporting Materials
106
Town of Vail Page 1
TO: Town Council
FROM: Community Development
DATE: August 6, 2024
SUBJECT: First reading of Ordinance No. 10, Series of 2024, for a zone district
boundary amendment, pursuant to Section 12-3-7, Amendment, Vail Town
Code, to allow for the rezoning of 4355 Bighorn Road, Bighorn Subdivision
3rd Addition, Block 3, Lot 3, from the Residential Cluster (RC) District to the
Community Housing 1 (CH-1) District. (PEC24-0022)
Applicant: Wiggins LLC, represented by Mauriello Planning Group
Planner: Jamie Leaman-Miller
I. SUMMARY
The applicant, Wiggins LLC represented by Mauriello Planning Group, is requesting a zone
district boundary amendment, pursuant to Section 12-3-7, Amendment, Vail Town Code, to
allow for the rezoning of 4355 Bighorn Road, Bighorn Subdivision 3rd Addition, Block 3, Lot 3,
from the Residential Cluster (RC) District to the Community Housing 1 (CH-1) District.
The Planning and Environmental Commission held a public hearing on the proposed Zone
District Boundary amendment on July 8, 2024, where a recommendation of approval was
forwarded to the Vail Town Council by a vote of 7-0-0.
II. ACTION REQUESTED OF THE TOWN COUNCIL
The Vail Town Council shall approve, approve with modifications, or deny Ordinance No. 10,
Series of 2024 on first reading.
107
Town of Vail Page 2
III. DESCRIPTION OF REQUEST
The applicant is requesting a zone district boundary amendment, pursuant to Section 12-3-7,
Amendment, Vail Town Code, to allow for the rezoning of 4355 Bighorn Road, Bighorn
Subdivision 3rd Addition, Block 3, Lot 3, from the Residential Cluster (RC) District to the
Community Housing 1 (CH-1) District. The lot is currently vacant, and the rezoning would allow
for a development under the Community Housing zoning. The proposed CH-1 zoning has the
lowest allowable heights of the three Community Housing Districts.
The map below shows the existing zoning map and the results of the amendment if approved.
108
Town of Vail Page 3
IV. BACKGROUND
The subject property is platted as Bighorn Subdivision 3rd Addition, Block 3, Lot 3, and has a
size of .714 acres. It was annexed into the Town of Vail in 1974. The property was originally
zoned Low-Density Multiple Family but this was changed to Residential Cluster in 1977. Two
units are allowed on the site under RC zoning and several development applications have been
reviewed over the years and in 1999 the DRB approved a single-family residence on the site.
Ultimately no construction took place, and the site remains vacant today.
The Town’s geologic hazard maps show no avalanche, rockfall, or debris flow hazards on site,
although there are slopes in excess of 40%. The property has a land use designation of High
Density Residential.
Several recent changes have been made to the zoning regulations to help realize the Town’s
housing goals. In September of 2023, on the PEC’s recommendation, the Town Council
approved Ordinance 17, Series of 2023, which allowed structures to be built in the Housing
Zone District on slopes of 40% or greater. Prior to this code change, variances were often
obtained to allow development on slopes of 40% or greater in the housing district. In January of
2024, Town Council adopted changes to the Housing zone district which included defined
zoning standards, changes to the review process, and the creation of the Housing 2 district. In
June of 2024, Ordinance 6, Series of 2024, was adopted which changed the names of the
Housing districts to Community Housing and added a third district with a maximum height
between the two existing height limits.
V. RECOMMENDED MOTION
Should the Vail Town Council choose to approve Ordinance No. 10, Series of
2024, on first reading, the Planning and Environmental Commission recommends
the Council pass the following motion:
“The Vail Town Council approves, on FIRST reading, Ordinance No. 10,
Series of 2024, an ordinance for a zone district boundary amendment,
pursuant to Section 12-3-7, Amendment, Vail Town Code, to allow for the
rezoning of 4355 Bighorn Road, Bighorn Subdivision 3rd Addition, Block 3,
Lot 3, from the Residential Cluster (RC) District to the Community Housing
1 (CH-1) District .”
Should the Vail Town Council choose to approve Ordinance No. 10 Series
of 2024, the Planning and Environmental Commission recommends the
Council make the following findings: “The Vail Town Council finds:”
1. That the amendment is consistent with the applicable elements
of the adopted goals, objectives and policies outlined in the Vail
comprehensive plan and is compatible with the development
objectives of the town; and
109
Town of Vail Page 4
2. That the amendment furthers the general and specific purposes
of the zoning regulations; and
3. That the amendment promotes the health, safety, morals, and
general welfare of the town and promotes the coordinated and
harmonious development of the town in a manner that
conserves and enhances its natural environment and its
established character as a resort and residential community of
the highest quality.”
Vl. ATTACHMENTS
A. Ordinance No. 10, Series of 2024
B. Staff Memorandum to PEC, 7-8-24
C. PEC Meeting Minutes, 7-8-24
D. Applicant Presentation, 8-6-24
E. Application and supporting materials
110
PRESENTATION BY
Jamie Leaman-Miller
Planner
Zone District
Boundary Amendment
111
Request
Town of Vail | vail.gov
First reading of Ordinance No. 10, Series of 2024, for a zone
district boundary amendment, pursuant to Section 12-3-7,
Amendment, Vail Town Code, to allow for the rezoning of 4355
Bighorn Road, Bighorn Subdivision 3rd Addition, Block 3, Lot 3,
from the Residential Cluster (RC) District to the Community
Housing 1 (CH-1) District.
112
Vicinity Map
Town of Vail | vail.gov 113
Survey
Town of Vail | vail.gov 114
Background – Community Housing
Town of Vail | vail.gov
•Ordinance 23, 2023: Allowed structures to be building in the Housing zone
district on slopes of 40% or greater.
•January 2024: Changes adopted to the Housing zone district which
included defined zoning standards, changes to the review process, and
the creation of the Housing 2 district
•June, 2024: Changed the Housing districts to Community Housing and
added a third district with a maximum height between the two existing
height limits
•July 8, 2024: PEC unanimously forwarded recommendation of approval to
Council for the rezoning at 4355 Bighorn Road
115
Zoning Summary
Town of Vail | vail.gov
Standard Residential Cluster (RC)Community Housing 1
(CH-1)
Lot Size 15,000 sf minimum, 8,000 sf buildable
area minimum
10,000 sf minimum
Setbacks
Front – 20’
Side – 15’
Rear – 15’
Front – 20’
Side – 15’
Rear – 15’
Maximum Height
Flat or mansard roof – 30’
Sloping roof – 33’
Flat or mansard roof – 35’
Sloping roof – 43’
Density
6 dwelling units / acre of buildable site
area (2 units)
No maximum
GRFA Maximum 36/100 sf of buildable site area
(5,604)
No maximum
Site Coverage
maximum
25% of the site area (7,770 sf)
55% of the site area - if
75% of required parking
spaces are enclosed, site
coverage may be
increased to 65%
(17,095 – 20,203)
Minimum
Landscaping
60% of the site area (18,649 sf)25% of the site area
(7,7770 sf)
116
Criteria for Review
Town of Vail | vail.gov
The review criteria for a zone district boundary amendment are prescribed in Section 12-3-7, Vail Town Code.
1.The extent to which the zone district amendment is consistent with all the applicable elements of the adopted goals,
objectives and policies outlined in the Vail comprehensive plan and is compatible with the development objectives of the
town.
2.The extent to which the zone district amendment is suitable with the existing and potential land uses on the site and existing
and potential surrounding land uses as set out in the town's adopted planning documents.
3.The extent to which the zone district amendment presents a harmonious, convenient, workable relationship among land uses
consistent with municipal development objectives.
4.The extent to which the zone district amendment provides for the growth of an orderly viable community and does not
constitute spot zoning as the amendment serves the best interests of the community as a whole.
5.The extent to which the zone district amendment results in adverse or beneficial impacts on the natural environment,
including, but not limited to, water quality, air quality, noise, vegetation, riparian corridors, hillsides and other desirable
natural features.
6.The extent to which the zone district amendment is consistent with the purpose statement of the proposed zone district.
7.The extent to which the zone district amendment demonstrates how conditions have changed since the zoning designation of
the subject property was adopted and is no longer appropriate.
8.Such other factors and criteria as the commission and/or council deem applicable to the proposed rezoning.
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Recommendation
Town of Vail | vail.gov
The Planning and Environmental Commission recommends the Council
pass the following motion:
“The Vail Town Council approves, on FIRST reading, Ordinance No.
10, Series of 2024, an ordinance for a zone district boundary
amendment, pursuant to Section 12-3-7, Amendment, Vail Town Code,
to allow for the rezoning of 4355 Bighorn Road, Bighorn Subdivision 3rd
Addition, Block 3, Lot 3, from the Residential Cluster (RC) District to the
Community Housing 1 (CH-1) District .”
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Thank you
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ORDINANCE NO. 10
SERIES OF 2024
AN ORDINANCE REZONING LOT 3, BLOCK 3, BIGHORN SUBDIVISION
3RD ADDITION FROM RESIDENTIAL CLUSTER (RC) TO COMMUNIT Y
HOUSING - 1 (CH-1)
WHEREAS, Wiggins LLC (the "Applicant") owns the real property more
particularly described as Lot 3, Block 3, Bighorn Subdivision 3rd Addition, Vail, Colorado,
and depicted in Exhibit A, attached hereto and incorporated herein by this reference
(the "Property");
WHEREAS, on June 3, 2024, the Applicant filed an application to rezone the
Property from Residential Cluster (RC) to Community Housing 1 (CH-1) (the
"Application");
WHEREAS, Section 12-3-7 of the Vail Town Code sets forth the procedures for
rezoning;
WHEREAS, on July 8, 2024, the Planning and Environmental Commission (the
"PEC") held a properly -noticed public hearing on the Application, and recommended
that the Town Council approve the Application; and
WHEREAS, on August 6, 2024, the Town Council held a properly -noticed public
hearing on the Application.
NOW, THEREFORE BE IT ORDAINED BY THE TOWN COUNCIL OF THE
TOWN OF VAIL, COLORADO THAT:
Section 1. The Town Council, upon reviewing the recommendation of the
Planning Commission, hearing the statements of Town staff, the Applicant and the
public, and giving due consideration to the matter, finds and determines as follows:
a.The rezoning is consistent with the applicable element s of the adopted
goals, objectives and policies outlined in the Vail Comprehensive Plan and is
compatible with the development objectives of the Town;
b.The rezoning is compatible with and suitable to adjacent uses and
appropriate for the surrounding areas; and
c.The rezoning promotes the health, safety, morals, and general welfare of
the Town and promotes the coordinated and harmonious development of the
Town in a manner that conserves and enhances its natural environment and its
established character as a resort and residential community of the highest quality.
Section 2. Based on the foregoing findings, the Town Council hereby approves
the Application and rezones the Property from Residential Cluster (RC) to Community
Housing 1 (CH-1).
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Section 3. The Town Council hereby finds, determines and declares that this
ordinance is necessary and proper for the health, safety and welfare of the Town and the
inhabitants thereof.
Section 4. The amendment of any provision of the Vail Town Code as provided
in this ordinance shall not affect any right which has accrued, any duty imposed, any
violation that occurred prior to the effective date hereof, any prosecution commenced, nor
any other action or proceeding as commenced under or by virtue of the provision
amended. The amendment of any provision hereby shall not revive any provision or any
ordinance previously repealed or superseded unless expressly stated herein.
Section 5. All bylaws, orders, resolutions and ordinances, or parts thereof,
inconsistent herewith are repe aled to the extent only of such inconsistency. This repealer
shall not be construed to revise any bylaw, order, resolution or ordinance, or part thereof,
theretofore repealed.
INTRODUCED, READ ON FIRST READING, APPROVED, AND ORDERED
PUBLISHED ONCE IN FULL ON FIRST READING this ___ day of ______________,
2024 and a public hearing for second reading of this Ordinance set for the _____day of
______________, 2024, in the Council Chambers of the Vail Municipal Building, Vail,
Colorado.
_____________________________
Travis Coggin, Mayor
ATTEST:
____________________________
Stephanie Kauffman, Town Clerk
READ AND APPROVED ON SECOND READING AND ORDERED PUBLISHED
this ___ day of ______________, 2024.
_____________________________
Travis Coggin, Mayor
ATTEST:
____________________________
Stephanie Kauffman, Town Clerk
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EXHIBIT A
122
To: Planning and Environmental Commission
From: Community Development Department
Date: July 8, 2024
Subject: A request for a recommendation to the Vail Town Council for a zone district
boundary amendment, pursuant to Section 12-3-7, Amendment, Vail Town Code,
to allow for the rezoning of 4355 Bighorn Road, Bighorn Subdivision 3rd Addition,
Block 3, Lot 3, from the Residential Cluster (RC) District to the Community
Housing 1 (CH-1) District. (PEC24-0022)
Applicant: Wiggins LLC, represented by Mauriello Planning Group
Planner: Jamie Leaman-Miller
I. SUMMARY
The applicant, Wiggins LLC represented by Mauriello Planning Group, is requesting a
recommendation to the Vail Town Council for a zone district boundary amendment,
pursuant to Section 12-3-7, Amendment, Vail Town Code, to allow for the rezoning of
4355 Bighorn Road, Bighorn Subdivision 3rd Addition, Block 3, Lot 3, from the
Residential Cluster (RC) District to the Community Housing 1 (CH-1) District.
Based upon Staff’s review of the criteria outlined in Section VII of this memorandum and
the evidence and testimony presented, the Community Development Department
recommends the Planning and Environmental Commission forwards a
recommendation of approval, to the Vail Town Council, for a zone district boundary
amendment, subject to the findings noted in Section VIII of this memorandum.
II. DESCRIPTION OF THE REQUEST
The applicant is requesting a recommendation to the Vail Town Council for a zone
district boundary amendment, pursuant to Section 12-3-7, Amendment, Vail Town
Code, to allow for the rezoning of 4355 Bighorn Road, Bighorn Subdivision 3rd Addition,
Block 3, Lot 3, from the Residential Cluster (RC) District to the Community Housing 1
(CH-1) District. The lot is currently vacant and the rezoning would allow for a possible
development under the Community Housing zoning. The proposed CH-1 zoning has the
lowest allowable heights of the three Community Housing districts.
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Town of Vail Page 2
III. BACKGROUND
The subject property is platted as Bighorn Subdivision 3rd Addition, Block 3, Lot 3, and
has a size of .714 acres. It was annexed into the Town of Vail in 1974. The property
was originally zoned Low-Density Multiple Family but this was changed to Residential
Cluster in 1977. Two units are allowed on the site under RC zoning and several
development applications have been reviewed over the years and in 1999 the DRB
approved a single-family residence on the site. Ultimately no construction took place
and the site remains vacant today.
The Town’s geologic hazard maps show no avalanche, rockfall, or debris flow hazards
on site, although there are slopes in excess of 40%. The property has a land use
designation of High Density Residential.
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Town of Vail Page 3
Several recent changes have been made to the zoning regulations to help realize the
Town’s housing goals. In September of 2023, on the PEC’s recommendation, the Town
Council approved Ordinance 17, Series of 2023, which allowed structures to be built in
the Housing Zone District on slopes of 40% or greater. Prior to this code change,
variances were often obtained to allow development on slopes of 40% or greater in the
housing district. In January of 2024, Town Council adopted changes to the Housing
zone district which included defined zoning standards, changes to the review process,
and the creation of the Housing 2 district. In June of 2024, Ordinance 6, Series of 2024,
was adopted which changed the names of the Housing districts to Community Housing
and added a third district with a maximum height between the two existing height limits.
IV. APPLICABLE PLANNING DOCUMENTS
A. TITLE 12, ZONING REGULATIONS, VAIL TOWN CODE (in part)
Chapter 12-1: Title, Purpose and Applicability
12-1-2: Purpose:
A. General: These regulations are enacted for the purpose of promoting the health,
safety, morals, and general welfare of the town, and to promote the coordinated and
harmonious development of the town in a manner that will conserve and enhance its
natural environment and its established character as a resort and residential
community of high quality.
B. Specific: These regulations are intended to achieve the following more specific
purposes:
1. To provide for adequate light, air, sanitation, drainage, and public facilities.
2. To secure safety from fire, panic, flood, avalanche, accumulation of snow,
and other dangerous conditions.
3. To promote safe and efficient pedestrian and vehicular traffic circulation and
to lessen congestion in the streets.
4. To promote adequate and appropriately located off street parking and loading
facilities.
5. To conserve and maintain established community qualities and economic
values.
6. To encourage a harmonious, convenient, workable relationship among land
uses, consistent with municipal development objectives.
7. To prevent excessive population densities and overcrowding of the land with
structures.
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Town of Vail Page 4
8. To safeguard and enhance the appearance of the town.
9. To conserve and protect wildlife, streams, woods, hillsides, and other
desirable natural features.
10. To assure adequate open space, recreation opportunities, and other
amenities and facilities conducive to desired living quarters.
11. To otherwise provide for the growth of an orderly and viable community.
Article 6E: Residential Cluster (RC) District
https://codelibrary.amlegal.com/codes/vailco/latest/vail_co/0-0-0-8314
Article 12-6: Community Housing-1 (CH-1) District
See Attachment D, Ordinance 6 Series of 2024
12-6L-1. Purpose
The Community Housing-1 (CH-1) District is intended to provide adequate sites for
employee housing which, because of the nature and characteristics of employee
housing, cannot be adequately regulated by the development standards prescribed for
other residential zone districts. This zone district allows flexibility to provide for the
critical need for housing to serve local citizens and businesses, and to provide for the
public welfare. The CH-1 District is intended to ensure that employee housing is
appropriately located and designed to meet the needs of residents of the Town, to
harmonize with surrounding uses, and to ensure adequate light, air, open spaces and
other amenities appropriate to the allowed types of uses.
B. TOWN OF VAIL LAND USE PLAN (In Part)
Chapter II – Land Use Goals and Policies
1. General Growth / Development
1.1 Vail should continue to grow in a controlled environment, maintaining a
balance between residential, commercial and recreational uses to serve both the
visitor and the permanent resident.
1.12. Vail should accommodate most of the additional growth in existing
developed areas (infill areas).
5. Residential
5.1. Additional residential growth should continue to occur primarily in existing,
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Town of Vail Page 5
platted areas and as appropriate in new areas where high hazards do not exist.
5.3. Affordable employee housing should be made available through private
efforts, assisted by limited incentives, provided by the Town of Vail, with
appropriate restrictions.
5.4. Residential growth should keep pace with the market place demands for a
full range of housing types.
5.5 The existing employee housing base should be preserved and upgraded.
Additional employee housing needs should be accommodated at varied sites
throughout the community.
Proposed Land Use Categories
HDR High Density Residential
The housing in this category would typically consist of multi-floored structures with
densities exceeding 15 dwelling units per buildable acre. Other activities in this category
would include private recreational facilities, and private parking facilities and institution/
public uses such as churches, fire stations and parks and open space facilities.
C. VAIL HOUSING 2027
Goal: The Town of Vail will acquire 1,000 additional resident housing unit deed
restrictions by the year 2027.
These new deed restrictions will be acquired for both existing homes as well as for
homes that are newly constructed by both the Town of Vail and private sector
developers.
Vision: An Eye on the Future - We envision Vail as a diverse, resilient, inclusive,
vibrant and sustainable mountain resort community where year-round residents are
afforded the opportunity to live and thrive. We take a holistic approach to maintaining
community, with continuous improvement to our social, environmental, and economic
well being. We create housing solutions by recognizing and capitalizing on our unique
position as North America’s premier international mountain resort community in order
to provide the highest quality of service to our guests, attract citizens of excellence and
foster their ability to live, work, and play in Vail throughout their lives.
Our strategic solutions and actions result in the retention of existing homes, creation of
new and diverse housing infrastructure, and collaboration with community partners. For
Vail, no problem is insurmountable. With a consistent, community-driven purpose and
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Town of Vail Page 6
an entrepreneurial spirit, Vail will lead the industry in innovative housing solutions for
the 21st century. The Town is well positioned financially to undertake this significant
challenge.
Mission: Maintaining and Sustaining Community - We create, provide, and retain high
quality, affordable, and diverse housing opportunities for Vail residents to support a
sustainable year round economy and build a vibrant, inclusive and resilient community.
We do this through acquiring deed restrictions on homes so that our residents have a
place to live in Vail
Policy Statement: Resident Housing as Infrastructure - We acknowledge that the
acquisition of deed restrictions on homes for Vail residents is critical to maintaining
community. Therefore, we ensure an adequate supply and availability of homes for
residents and recognize housing as infrastructure in the Town of Vail; a community
support system not unlike roads, bridges, water and sewer systems, fire, police, and
other services of the municipal government.
D. VAIL 2020 STRATEGIC ACTION PLAN
Goal #4: Provide for enough deed-restricted housing for at least 30 percent of the
workforce through policies, regulations, and publicly initiated development.
V. SURROUNDING LAND USES
Land Uses Zoning
North: N/A (CDOT) N/A (CDOT)
South: Low Density Residential Two-Family Residential
West: High Density Residential Low Density Multiple-Family
East: High Density Residential Residential Cluster
VI. SITE ANALYSIS
Address: 4355 Bighorn Road
Legal Description: Bighorn Subdivision 3rd Addition, Block 3, Lot 3
Current Zoning: Residential Cluster (RC)
Proposed Zoning: Community Housing 1 (CH-1)
Land Use Plan Designation: High Density Residential
Current Land Use: Vacant
Geological Hazards: Excessive Slopes
The chart below demonstrates the relationship between the standards of the RC and
CH-1 zone districts:
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Town of Vail Page 7
Standard Residential Cluster (RC) Community Housing 1
(CH-1)
Lot Size 15,000 sf minimum, 8,000 sf
buildable area minimum
10,000 sf minimum
Setbacks
Front – 20’
Side – 15’
Rear – 15’
Front – 20’
Side – 15’
Rear – 15’
Maximum Height
Flat or mansard roof – 30’
Sloping roof – 33’
Flat or mansard roof – 35’
Sloping roof – 43’
Density
6 dwelling units / acre of
buildable site area (2 units
permitted)
No maximum
GRFA
Maximum 36/100 sf of
buildable site area (multi-
family building may include 1
attached accommodation
unit)
No maximum
Site Coverage
maximum
25% of the site area 55% of the site area (if
75% of required parking
spaces are enclosed, site
coverage may be
increased to 65%)
Minimum
Landscaping
60% of the site area 25% of the site area
VII. ZONE DISTRICT BOUNDARY AMENDMENT CRITERIA
Per Section 12-3-7, Amendment, Vail Town Code, before acting on a zone district
boundary amendment application, the Planning and Environmental Commission
shall consider the following factors with respect to this proposal:
1. The extent to which the zone district amendment is consistent with all the
applicable elements of the adopted goals, objectives and policies outlined in
the Vail comprehensive plan and is compatible with the development objectives
of the town.
The application is consistent with the Vail Comprehensive Plan, which includes the
Vail Land Use plan, the 2020 Strategic Action Plan, and the Housing 2027 Plan. The
proposal meets the applicable goals, objectives, and policies in the plan as detailed
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Town of Vail Page 8
in Section IV of this memorandum. In particular, it meets several residential goals of
the Land Use Plan:
Residential
5.1. Additional residential growth should continue to occur primarily in existing,
platted areas and as appropriate in new areas where high hazards do not exist.
5.3. Affordable employee housing should be made available through private
efforts, assisted by limited incentives, provided by the Town of Vail, with
appropriate restrictions.
5.4. Residential growth should keep pace with the market place demands for a
full range of housing types.
5.5 The existing employee housing base should be preserved and upgraded.
Additional employee housing needs should be accommodated at varied sites
throughout the community.
Therefore, staff finds the proposed rezoning meets this review criterion.
2. The extent to which the zone district amendment is suitable with the existing
and potential land uses on the site and existing and potential surrounding land
uses as set out in the town's adopted planning documents.
The subject lot has a land use designation of High Density Residential, along with the
majority of the surrounding neighborhood north of Bighorn Road. The HDR designation
has the greatest densities of the residential land use categories, which aligns with the
CH-1 district which does not limit density or GRFA. The land use plan recognized the
suitability of this use, “specifically in East Vail between the Frontage Road and I-70,
where access is good and surrounding land uses would be compatible for this type of
use.” There is a range of housing types in this area and several lots near the subject
property have densities approaching or exceeding 20 units per acre. The site has good
access, with road frontage immediately to the north and south, and close proximity to
the I-70 exit and existing transit routes.
Staff finds the proposed rezoning meets this review criterion.
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Town of Vail Page 9
3. The extent to which the zone district amendment presents a harmonious,
convenient, workable relationship among land uses consistent with
municipal development objectives.
The zone district amendment would allow the development of needed community
housing, as supported by numerous elements of the comprehensive plan including Vail
Housing 2027. In line with the Town’s land use goals; the proposal represents an
opportunity for infill development in an established neighborhood with the infrastructure
to support the allowed uses. Furthermore, it advances the goals of accommodating
housing needs at varied sites throughout the community and contributing to a full range
of housing types.
Staff finds the proposed rezoning meets this review criterion.
4. The extent to which the zone district amendment provides for the growth of an
orderly viable community and does not constitute spot zoning as the amendment
serves the best interests of the community as a whole.
The proposed zone district amendment is consistent with the land use plan and
provides the appropriate incentives for the orderly development of the subject property.
This zoning amendment does not result in the granting of privilege nor is it incompatible
with the Vail Comprehensive Plan, two tests for a determination of spot zoning.
The neighborhood along Bighorn Road already contains a range of housing options and
this proposal will continue those similar uses. The purpose of the CH-1 zone district is to
“...provide for the critical need for housing to serve local citizens and businesses, and to
provide for the public welfare,” therefore the development standards will ensure
appropriate, compatible development that in is the best interest of the community.
Staff finds the proposed rezoning meets this review criterion.
5. The extent to which the zone district amendment results in adverse or
beneficial impacts on the natural environment, including, but not limited to, water
quality, air quality, noise, vegetation, riparian corridors, hillsides and other
desirable natural features.
The amendment does not have direct impacts that are either adverse or beneficial to
the natural environment. Future development on the parcel will be required to adhere to
all applicable environmental standards during development review, construction and
operation. Any development in the CH-1 district will require the approval of the Design
Review Board, including site planning, design, and landscaping.
Staff finds the proposed rezoning meets this review criterion.
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Town of Vail Page 10
6. The extent to which the zone district amendment is consistent with the purpose
statement of the proposed zone district.
The proposed zone district amendment is consistent with the purpose of the CH-1
district, which is “intended to provide adequate sites for employee housing which,
because of the nature and characteristics of employee housing, cannot be regulated by
the development standards prescribed for other residential zone districts.” While only
two units would be allowed under the current zoning, the proposal allows for the greater
utilization of a vacant lot in furtherance of the Town’s stated housing goals.
Furthermore, CH-1 allows flexibility to address the critical housing need, and “ensure
the employee housing is appropriately located and designed to meet the needs of
residents of the Town, to harmonize with surrounding uses, and to ensure adequate
light, air, open spaces and other amenities.” This amendment will allow the flexibility for
a housing project that is suitable for the area and in harmony with the adjacent sites and
uses.
Staff finds the proposed rezoning meets this review criterion.
7. The extent to which the zone district amendment demonstrates how conditions
have changed since the zoning designation of the subject property was adopted
and is no longer appropriate.
Since the RC zoning designation in 1977, the housing needs of the Town have grown
significantly, and the development of additional community housing is critical for Vail’s
vision to be the premier international mountain resort community.
In the last year, the Town has instituted multiple changes to the housing zone district(s)
with the goal of facilitating projects on sites that may have been previously overlooked.
This is important given the relative scarcity in Town of sites vacant or suitable for
housing. Additionally, the graduated height maximums in the three CH districts provide
flexibility to ensure the standards fit the surrounding uses. The proposed CH-1 zoning
has the lowest allowable heights of the three districts, which is the most compatible with
the surrounding area.
Staff finds the proposed rezoning meets this review criterion.
8. Such other factors and criteria as the commission and/or council deem
applicable to the proposed rezoning.
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Town of Vail Page 11
VIII. STAFF RECOMMENDATION
The Community Development Department recommends the Planning and
Environmental Commission forwards a recommendation of approval, to the Vail Town
Council, for a zone district boundary amendment, pursuant to Section 12-3-7,
Amendment, Vail Town Code, to allow for the rezoning of 4355 Bighorn Road, Bighorn
Subdivision 3rd Addition, Block 3, Lot 3, from the Residential Cluster (RC) District to the
Community Housing 1 (CH-1) District and setting details in regard thereto. (PEC24-
0022).
Staff’s recommendation is based upon the review of the criteria described in Section VII
of this memorandum and the evidence and testimony presented.
Should the Planning and Environmental Commission choose to forward a
recommendation of approval, for this request, the Community Development
Department recommends the Commission pass the following motion:
“The Planning and Environmental Commission forwards a recommendation of
approval, to the Vail Town Council, for a zone district boundary amendment,
pursuant to Section 12-3-7, Amendment, Vail Town Code, to allow for the rezoning
of 4355 Bighorn Road, Bighorn Subdivision 3rd Addition, Block 3, Lot 3, from the
Residential Cluster (RC) District to the Community Housing 1 (CH-1) District and
setting details in regard thereto. (PEC24-0022)”
Should the Planning and Environmental Commission choose to forward a
recommendation of approval, for this request, the Community Development
Department recommends the Commission makes the following findings:
“Based upon the review of the criteria outlined in Section VII this Staff
memorandum to the Planning and Environmental Commission dated July 8, 2024
and the evidence and testimony presented, the Planning and Environmental
Commission finds:
1. That the amendment is consistent with the applicable elements of the
adopted goals, objectives and policies outlined in the Vail comprehensive
plan and is compatible with the development objectives of the town; and
2. That the amendment furthers the general and specific purposes of the zoning
regulations; and
3. That the amendment promotes the health, safety, morals, and general welfare
of the town and promotes the coordinated and harmonious development of
the town in a manner that conserves and enhances its natural environment
and its established character as a resort and residential community of the
highest quality.
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Town of Vail Page 12
IX. ATTACHMENTS
A. Vicinity Map
B. Applicant Narrative
C. Topographic Survey
D. Ordinance 6, Series of 2024: Establishing Community Housing Districts
134
Present:David Tucker
William Jensen
Robert Lipnick
John Rediker
Scott McBride
Brad Hagedorn
Robyn Smith
1.Virtual Link
Register to attend the Planning and Environmental Commission meeting. Once registered,
you will receive a confirmation email containing information about joining this webinar.
2.Call to Order
3.Worksession
4.Main Agenda
Planner: Jonathan Spence
Applicant Name: PHH Design Development
4.1
A request for a recommendation to the Vail Town Council for a major amendment to
Special Development District No. 4 (Cascade Village), pursuant to Section 12-9(A), Special
Development Districts, Vail Town Code, to allow for the development of a mixed use
project on the property known as the Cornerstone site, located at 1276 Westhaven Drive/
Cornerstone Parcel, Liftside/Cornerstone Subdivision and setting forth details in regard
thereto. (PEC24-0016)
Planning and Environmental Commission Minutes
Monday, July 8, 2024
1:00 PM
Grand View Room
PEC24-0016 Staff Memo July 8, 2024.pdf
Attachment_A._Vicinity_Map.pdf
Attachment B. Narrative-Project Description.pdf
Attachment C. Amendment Materials June 27, 2024 Update.pdf
Attachment D. Cornerstone Plan Set_Part1.pdf
Attachment D Cornerstone Plan Set_Part2.pdf
Attachment D. Cornerstone Plan Set_Part3.pdf
Attachment D. Cornerstone Plan Set_Part4.pdf
Attachment E. Massing Model.pdf
Attachment F. March 11, 2024 PEC minutes (Worksession).pdf
Attachment G. June 10, 2024 PEC Minutes.pdf
Attachment H. Seter, Vander Wall and Mielke representing Cascade Village Metro District, May 20,
2024.pdf
Attachment I. Caplan and Ernest representing applicant response letter, June 24, 2024.pdf
Attachment J. Applicant’s Presentation to the PEC, July 8, 2024.pdf
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Planning and Environmental Commission Meeting Minutes of July 8, 2024 135
Timestamp: 0:00:25
Spence presents the changes from the previous meeting. These include changes by reducing the
“Owner’s lounge” at the lowest level of the site and adding one additional EHU in the building. He goes
over the potential public benefit that is included in the application. He also goes over the deviations of the
project from the requirements of the SDD. Height and parking are the main variations of the proposal.
The parking spaces were found to be undersized by the PW team as recently as the previous week. It
will need to be determined if those spaces were originally striped that way or if that was a change at
some point.
Rediker has a question on how the reduction in the owner’s lounge has allayed staff’s concern on the
topic.
Spence answers that the reduction in size and locating it in the rear of the lowest level allows for the
greatest commercial frontage.
Rediker, so the PEC would have to determine that this is the appropriate use on that level of the site?
Spence, that is correct. He refers to the CC1 district as the example but the determination can be made
by the PEC.
Rediker asks if there needs to be an amendment to the SDD.
Spence states that the PEC would have to determine that this is an appropriate use in this location.
Hagedorn asks if this is a ski club and if so that it would have to be considered the basement to allow.
Spence, that is correct.
Smith, does the town have a master plan for this area of town?
Spence, the SDD is largely the plan overall for the area. There is no separate master plan for this area.
Gennett, underlying this area is the land use plan for ski base area and there is no underlying zone
district for this area.
Jensen, SDD ski club locker space, this is similar to the village?
Spence, The SDD borrows the CC1 zoning designation for uses on the first floor from the Vail Town
Code. It uses those as the appropriate uses.
Rediker, Question on parking. Can you explain to me on the conclusions on the availability of the parking
spaces for this use not designated for other uses?
Spence, the 2016 parking analysis that was done analyzed the uses at that time. Some of those uses
have been discontinued since then, so the number may be greater than reported. The current undersized
spaces are a concern to the Town Engineer as it makes the spaces very hard to utilize. We encourage a
restriping plan so it will give us an actual number of spaces per Code and how many needed per current
and future use.
Rediker, are we concerned with parking for the EHU?
Spence, those will be in the garage as well and will most likely be 5-6 spaces.
Rediker, we need 30 spaces, but those have to be proper size?
Spence, I believe the town engineer would be in support of that.
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Planning and Environmental Commission Meeting Minutes of July 8, 2024 136
Hagedorn, there were concerns about the easements at the last meeting from public. Where has staff
fallen on that?
Spence, per the legal team, that is a civil matter that staff and the PEC does not concern with.
Robyn, when did the spaces become undersized? Were the size requirements changed or were they
always like that?
Spence, we do not have that information on that. We don’t know when it was done, but spaces need to
meet current day standards.
Robyn, are there other active permits in that SDD?
Spence, there are some permits for the event space above the parking area for safety items.
Robyn, can we get a site visit? When do we make that request?
Spence, now works, we can see when we can get that done to visit and the level of the current
construction of the space. Prior to the meeting on July 22nd may be good.
Robyn, asks for at least 4 hands on this request for a site visit on July 22nd.
All members support this ask.
Jensen, are all the spaces in the garage undersized?
Tom Kassmel, Town engineer, says they did not measure all of the spaces but the majority of the spaces
are around eight feet in width. He estimates that about 90% are 8' wide, some are a little less and a
handful are 9' wide.
Jensen, this could be a 15% loss?
Kassmel, this could be a significant loss of spaces.
Rediker, we’ll have to see staff’s analysis and see what the number will be with the restriping of the
spaces. We can update the table when we have those measurements in place?
Spence, we will work with the applicant to get that done.
Lipnick, how many spaces will be lost?
Kassmel, we don’t know, maybe up to 20.
Applicant Presentation
Gabby Voeller, from SE Group
The team went back through the commercial linkage and the inclusionary zoning requirements and goes
over the table of those requirements. The three retail establishments, offices and other uses are in the
table. She goes over commercial linkage and inclusionary zoning requirements and how the application
is providing the housing as required.
Joseph goes over some of the other comments from the PEC at the previous meeting. He shows the
property owners in the area, easements on the site (including drop off and access through the site), the
ticket office that does not sit in any easement). He shows the plaza level from the drop off and how the
site plan meets that requirement of providing access through the site. The Paseo level shows the
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easements at that level going east/west on that site, and where the ticket office is being located.
Alonso goes over that they had presentation with the metro district and Vail Resorts to go over the
proposal. They’ve also had conversations with ERWSD on the easements and requirements. Holy Cross
has also been worked with to determine if they have concerns.
Joseph goes over the floorplan changes to the site and shows how the additional retail space has been
added at the Paseo level.
Alonso, there is an access point from the owner’s lobby, but that is the only part that now fronts on the
paseo.
Joseph goes over the change that added an employee housing unit to the building.
Alonso goes over the CMC building and the employee housing. Originally accounted for 22 beds but the
plan showed 25. For clarification the site is broken into 3 clusters where there are gathering spaces and
ahs natural light coming in. They do share the kitchen and bathroom area, but they have more lounge
areas.
Joseph goes over the potential public benefit. He counts a lot of the landscaping changes that are being
done on and off-site to create gathering spaces for users of the site. Part of the hotel site will have a
gathering space as well as the improved drop-off area. Wayfinding will be added to help direct people to
the site. A site plan that shows how the project will improve connectivity to the site by adding areas to get
to the lift from the hotel entrance and from Westhaven Drive.
He goes over the retail that is being added to the site. He goes over the site plan from the last application
compared to the current. The previous one did not have retail on the ski lift side. He shows renderings
comparing the two elevations and how the previous approval was lower in most areas, but also higher at
some points. It was one continuous building and roof ridge compared to the current proposal of two
buildings.
The applicant has met with the AIPP team to show the areas of potential public art. They were
encouraged to make it in areas where it will be most viewable by the public.
Alonso adds that the team is in conversations with the owner of the parking deck and are working
towards an agreement with him.
Jensen, can you walk us through the retail space depth at the paseo level. It seems small.
Joseph says the depth is approximately 35’, with some recesses in the building. Goes down to 27, but
could be increased.
Jensen, what is the depth of the owners lounge and why does it need to be so deep?
Alonso. It is about 30ft deep due to construction and access requirements. Ticket office is a little smaller
closer to 20’.
Rediker, you reference conversations with VR on the lift. What has been discussed? Has queueing for
skiers come up?
Alonso, more of an introduction to the project. No discussion of the queuing. They were open to the idea
of relocation the ticket office, but no concerns brought up.
Rediker, can you pull up the slide of the circulation and access? The front of the building would be for
owner and skiers?
Alonso, correct, but more for public as owners have parking area.
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Rediker, would loading/unloading take place there as well? Does this need to be designated for skiers
only? Would there be a conflict there?
Alonso, the hotel dock can accommodate the loading and delivery for retail areas and building.
Rediker has concerns about FedEx or delivery trucks trying to use that space as well. Are we taking
away the public benefit if we allow both?
Tom Kassmel, this would likely need to function as the West Lionshead drop off with two separate areas.
One for cars and one for deliveries.
Rediker, concerns on how that would be used and timing. Needs to be short timeline for skiers as they
don’t need 15 minutes.
Kassmel, it would need to be managed and reviewed.
Alonso, we need to see what the need is for this. 2-5 minutes for skiers and if there is need for parking it
would be done in the structure.
Rediker, the skier drop off is the benefit, not general loading and delivery.
Tucker, loading dock is too far away. Doesn’t think it will be used well and people will try to use that drop
off instead of the proper area.
Alonso, starting to think internally of how these spaces would operate. It would likely be the hotel that
would operate these areas.
Smith, doesn’t appear as there is two way traffic to the NE of the drop-off island. Is that one way or two
way traffic outside of the drop-off?
Alonso, two way so they would not need to enter the drop off to exit from Westhaven. The idea is that
this would make it as efficient as possible.
Smith, As there are external vendors that use that loading area, does it use the same service elevator as
EHUs or is there another?
Alonso, there is another elevator for the hotel. No loading and delivery would be done through the EHU
area.
Robyn, curious about the VR conversation. It seems like replacing the lift after this is built would be much
more expensive. Would they do it if this goes through?
Alonso, we can’t speak for them. They know this is proposed and the challenges that it would make for
replacing that lift. It’s up to them to figure out if that is a possibility.
Smith, it is up to us as well as the lift access is a public benefit. If it changes to a faster lift, that is a
bigger benefit. It would be extremely difficult to get it there after the fact.
Alonso, we are working towards a mutual solution.
Lipnick, why is the lift office a public benefit?
Alonso, it is being included in the building itself as well as bathrooms and lockers.
Lipnick, I understand the bathrooms. VR hasn’t signed off on the building being inside?
Alonso, we have had one meeting with them so far. It is an attractive solution for everyone to have it
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inside the building.
Lipnick, where is the offsite skating rink and play area?
Alonso, it is on hotel property now at the base of the area. It is a temporary area today that is then used
for other items in the summers. We would be making it permanent and open to the public on a
continuous basis.
Rediker, the ice rink is not on the Cornerstone site, correct?
Alonso, yes.
Rediker, there is no requirement for that to maintain unless restricted publicly, correct?
Alonso, yes, that is a possibility, but the general ownership has no intention to do so and want it to be
successful.
Rediker, if cornerstone is developed as residential spaces, the owners will change as the units are sold.
Are the retail spaces going to change hands or be sold to the residential owners as well and then they
can change? Has trouble as these being amenities if these are not restricted to be maintained. No
control over what happens to that space.
Hagedorn agrees. These need to be guaranteed to be maintained in perpetuity so that they are a true
public benefit. The Solaris has a very similar setup that could be a great public benefit.
Rediker, if that hotel is sold to another owner how is that maintained as an offsite proposed public
benefit. Would like to hear from staff at the next meeting
Smith, do we have a definition of public benefit?
Spence, no we do not.
Smith, this seems programmatic and how do we guarantee that into the future.
Roy goes over the setup for the Solaris and how that would likely be similar. There is a maintenance plan
in place and that should also be considered.
Hagedorn, how tied are the applicants to the owner’s lounge, especially the 30' frontage?
Alonso, not tied, but more retail would require more commercial linkage.
Hagedorn goes over the TC and their feelings have been communicated to PEC on the ground level
uses and ski lockers in the area.
Smith asks how the short term rental program works for their units. her understanding is that the Hyatt
runs a short term rental program for any properties that are to be rented in the Cascade district. Trying to
understand how it may be rented to guests.
Alonso can have more information next time from his team that works on that.
Smith wants to know how that would be handled as this site would likely be very likely or attractive for
owners to use for that purpose. How much business does short term rentals bring to town and what the
difference would be if these are not short term rented we will end up with a largely vacant building at the
base of the ski area. Would also love to hear what the master plan for the site would be for the area as a
whole.
Rediker asks about current building height approval is 71 and applicant wants 97 feet, is that correct?
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Spence confirms.
Rediker, so as a commissioner we are looking at the 26 feet as a deviation and we are using the criteria
when reviewing this application. Is the proposed height looking at criteria 1 for compatibility?
Spence confirms.
Rediker, for applicant, we’ve been through two meetings and both times commissioners have made
comments on the height and its not compatible to the area. Why have there been no changes to the
building height?
Alonso, says it is part of the ask and they want deviation on that and are trying to balance with the
benefits of the project.
Rediker, so the applicant is saying that the height is compatible and the public benefit should bring it to
an approvable place.
Alonso, we believe that the public benefits would out weigh any potential deviations based on the height.
Rediker asks for a review of the public benefits.
Joseph, paseo level, bringing retail and activated space, the improved drop off and stairs down,
improving the general landscape through the general development and circulation through the site.
Rediker, has a question on the parking, but who owns the garage again and how do we guarantee that
those spaces will always be allocated for that site and not torn down and dedicated to another use. Is
staff worried about that?
Spence, staff believes that the wording in the SDD would be enough to maintain the use of those spaces
over time.
Rediker, we’re counting on that place being a parking lot forever, right? They may lose control over time.
Spence, a development agreement would need to be done over time to ensure it is maintained.
Gennett, says that a development agreement would be done where it guarantees it would be done over
time.
Rediker notes the difference in ownership compared to the Solaris that is one ownership compared to
this lot which could very easily have three different ownerships and how do they guarantee that be done
overtime?
Gennett, those would have to be done through a development agreement and would like to speak with
the Town Attorney on how that would be guaranteed over time.
Rediker would like to have more information on that at the next meeting.
Hagedorn would like better context imagery to show more of how it fits into the site.
Spence notes that the massing model would likely be a good way to visualize that
The applicants bring up the massing model for viewing.
Rediker, question for staff, for the housing requirement are they allowed under town code to use dorms?
Spence confirms that is allowed at the discretion of Town Council.
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Hagedorn, could other buildings be able to use that height?
Spence says that it would be tied to this specific site plan and building.
Smith, asks if we can require parking to charge the same rate as the town or not?
Spence, no, it would be specific to the building.
Kassmel says that there is no current requirement like that, and that they will charge what the market will
bear.
Smith says there was conversation out there that the layer of parking was required to charge the same
rate as the public garages. Would like staff to look into that.
Lipnick still has trouble with the proposed height and how it is not compatible with the other buildings.
Rediker, has questions on the dorms. Is it one common kitchen? How do that work in the dorms?
Alonso, would have two of everything as far as appliances as well as areas to eat. Common areas have
tables and bars to eat at as well.
Lipnick, one bathroom for 25 people?
Alonso, no there are multiple stalls for each bathroom.
Public comment
Thad King, President to the Liftside condominium association has sent a letter if they had received it.
Hagedorn has not seen it yet. Thad asks that the commissioners read it before the next meeting. They
are asking for a lot of increases in height, density, and GRFA that is incompatible with SDD 4. There are
no specific setbacks as there are for Liftside. The applicant is proposing setbacks of zero feet and it is
unjustified and unnecessary for reasonable development of the site. A survey shows the footprints for the
existing buildings in the development area. There are a couple instances where setbacks are at or near
property lines but the difference is that the lot lines were at or near a public open space or right of way. In
most instances otherwise there were generous setbacks between building footprints and property lines
so they don’t negatively impact buildings on the adjacent parcels. Does not see where it is necessary or
compatible to eliminate setbacks on the property. Have a concern with the proposed height at 97 feet.
Out of compatibility with Liftside at 55 feet and 65 feet along the south side. The proposed height
combined with the design of the roof forms are unlike any in development area A. It exacerbates the
perceived height the way the roof forms are done. The hipped roof design at Liftside lowers the
perceived height and mass of structures by bringing the top floor into the roof or roof down into the top
floor. The proposed design and character are foreign to the buildings in development A. The design
being proposed might be compatible if it was in Lionshead or village but doesn’t seem consistent with the
development of building area A. Cascade village is understated in design currently as it has hipped roofs,
white stucco, and stone. The proposed cornerstone does not align with the context of the areas.
The shading is another concern where the sun/shade angles with and without the building. It is hard to
see what the summer solstice is. Set dates and times do not have a complete timeline that would show
the affect at all times of the day. Could be affecting their pool area and would like to see shading study at
the 71’ height to show the impact of the additional height. Additionally, the NE corner of the building
would face the Liftside building and would allow the residents to look down on the pool deck. Would like
the developer to review the floor plan to flip the floor plan to reduce balconies on that side. Cornerstone
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plan shows minimal landscaping.
In conclusion would like to see justification for reduced setbacks similar to the variance requirements as
to why they cannot build to normal setbacks, ask applicant compare proposed site coverage compared
to existing sites and calc existing site coverage in area A for comparison. Would like to have height
reduced, move away from butterfly roof design, and that the applicant update the sun/shade analysis to
show all times and compare to a 71’ height of building. Redesign floor plan to move the balconies to the
other side.
Kim Setter, attorney for Cascade metro district. The applicant did attend a board meeting, the
participation was gladly accepted. They are looking into the easements and requirements at this time.
More information will be given to the PEC prior to the August 12th. They would like to see an agreement
between them, VR, and the applicant so that there is a public benefit into the future. This is needed for
the agreement for the use of the ski lift and other requirements the district is required for. Drainage has
not been addressed yet. Public benefit is intertwined with the lift, and it’s continued operation. District
and VR finance the lift, maintenance, replacement and other financing. The escalator and other
improvements are a big part of the public benefit. The district and VAI(VR) operate the lift per an
agreement which imposes burdens on the district to help with the finance based on ridership. The district
is responsible for snow removal and maintenance for all the access to the lift. The district must provide a
certain number of items per the agreement including stairs, lift ticket office, bathrooms, etc… The
applicants will render these agreements inoperable and the new design will require a new agreement to
agree on maintenance, operability, parking etc… This is concerning as escalators may break and
provide an unserviceable entrance to the area. Under the proposal the district may be required to
maintain the escalator. The applicant is moving and replacing lockers, affecting the district’s abilities to
maintain the lockers. Would need an MOU or some agreement about lift replacement or repair.
The district requests the amendment be denied or at least a recommendation of approval that an
agreement be provided from the district, VR, and the applicant to ensure continued lift operation and
maintenance.
Scott Wagner, 1225 Westhaven. Reaffirms the concerns from Kim. Wood stairs were rebuilt last year,
and safety needs to be first. 50’ escalator is a big concern about it being able to be maintained and
useable at all times. Can’t remember if paseo is heated or not. Would like answer to that. Access at the
lift house, would want to know if ski racks would be provided at the top for drop off. Proposal at the
paseo would allow for good access.
Not sure why circle needs to be redone. Eliminating or reducing the turn lanes, but there is a lot of traffic
that goes on that. Speed limits are high and needs a turn lane in that area. Decreasing the turn lane from
east to west would pose a problem for the buses and there may not be enough room without the turn
lane. The ice rink that has been discussed is pretty small and maybe inadequate. The new area would
be about 70% of the size of the current one. Would this be a good use where the fire pits that are today
are used a lot more. Want to know how the logistics would work for construction ingress/egress. How
would construction affect ski lift during wintertime. Height is not congruent with what is in the
neighborhood today. The approval expired in 2017 and we should not be referencing that as a starting
point.
Janie Lipnick on the metro board. Agrees with Scott and Kim. Really object to the height as it ruins views
coming in and out. It goes outside of the character of the neighborhood. The public benefit does not
outweigh the offset. Concerns with construction for access to and from the neighborhood. The skier
drop-off back up could cause traffic delays. Prior approvals should not count. Why does that still have
part of the conversation. No agreements form the district on the project.
Closed public comment.
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Comments from commissioners
John Rediker, parking, public benefits off-site (if those should be considered). From Staff, he is
concerned with the easements and operation/access agreements. Metro district concerns seem very
applicable and “compatibility with surrounding uses “criteria may not be able to be met without that
agreement. Bulk, height, mass, and setbacks are not compatible. We’ve raised, bulk, height and mass
issues and there have been no changes. Concerned on the dormitory housing and PEC has discretion. It
may house temporary employees and may not have fulltime housing use. Has said enough earlier that
does not need to repeat.
McBride online agrees with commissioner Rediker and he conveyed his concerns accurately and shares
that concern. How are those previous approvals and why those should be taken fully into account?
Tucker, agrees on the easements and issues. Need to figure out who will operate commercial spaces as
it could impact the loading/delivery.
Smith, thanks applicant for moving around the owner’s lounge to reduce access and including another
EHU. Housing component does not meet minimum standards, not supportive of dorms. Public benefit
does not justify the deviation for mass and scale. Public benefit proposed so far would be accomplished
by a smaller building, and 97' needs to be much more. Reserve judgment on parking and compatibility on
lift operation, and master plan for the area until applicant provides more information. States that applicant
is sitting on aces, so don't fold.
Lipnick, thanks applicant for presentation. Remains concerned about off-site public benefits and parking
if the ownership were to ever change. Concerned about easements, height, massing, lack of setbacks,
compatibility with neighborhood, dorm style EHUs (doesn’t work for families and year-round employees),
parking in general and how many will be maintained after making them conform. Agrees with Smith
concerning a site visit to clarify many items.
Jensen, thanks applicant for their work, but still a lot to be done. This redevelopment is incredibly
complex, and comments today have reinforced that. Seems early to be in front of the PEC until these
issues have been resolved. Appreciate the owners lounge, but it should be reduced further to be more
utilitarian space for owners rather than a lounge. Staff has work to do on the parking and how that will be
impacted. Access to the lift and impacts to the stairs. Can’t get to the 97’ height. Public benefits would be
reasonable if the project was asking for little deviation. Does not work for what is being proposed today.
Needs to preserve the integrity of the community.
Hagedorn thanks applicant for the detailed presentation. Future lift replacement does not fit into
conversation. Public benefit is the big part of the conversation and how the proposed benefits will be
maintained into the future. What is the method that would require that to be continued in perpetuity.
Parking continues to evolve at each meeting. Will need to know definite, final solution and how that will
be maintained into the future. Setbacks don’t bother, but the height is too much. 71’ is in line with other
area, but 97' is not justifiable. Looking forward to seeing what is provided next.
Rediker, we don’t typically look at design of the building but there are 9 criteria in the memo and one
of those is design features.
4.2
A request for the review of a variance from Section 12-6H-6 Setbacks, Vail Town Code in
Robyn Smith made a motion to Continue to the August 12, 2024 meeting; John Rediker seconded the
motion Passed (7 - 0).
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Planning and Environmental Commission Meeting Minutes of July 8, 2024 144
Planner: Jonathan Spence
Applicant Name: Alura Residences, represented by Pierce Austin Architects
accordance with the provisions of Section 12-17, Variances, Vail Town Code, to allow for
an accessory structure to be located within the side setback, located at 1488 Matterhorn
Circle, Vail Park Meadows Subdivision, and setting forth details in regard thereto. (PEC24-
0021)
Timestamp: 02:32:50
Spence gives a presentation on the proposed application. The location of the structure is largely due to
the tightness of the site and location of the existing and proposed buildings. States that staff erred on
previous approval for the location of the trash area.
Rediker, asks why this cannot be relocated?
Spence, the site is extremely tight, and the fire access turn around which precludes all other locations.
The applicant has a good site plan on where alternatives were proposed.
Hagedorn, Was there a PEC file for this? What was the review?
Spence, there was another variance for this site, and went to the DRB as a use by right in the HDMF
zone district.
Presentation from the applicant. Jordan Kalasnik from Pierce Austin Architects has a short presentation
on where the alternatives were proposed that did not allow for the relocation. He pulls up the turn radius
for the fire access. He shows that all possible locations would require some sort of variance or be too
close to other buildings.
Rediker is this up against the property of Eagle point and we haven’t heard back from them either?
Spence, yes they received notice and staff has not heard back from them.
Hagedorn asks about other potential locations and Kalasnik goes over reasoning for not choosing those
locations. Looks like there is existing vegetation that screens this location, correct?
Kalasnik shows imagery. There are shrubs and landscaping rocks. No trees in that spot. Does show that
the building is up on the hill comparatively. Well above neighboring parcel.
Jensen, asks if this hadn’t missed this in the project what would have been done differently to
accommodate that?
Kalasnik, we can’t even speculate as to what would have happened. It would have been a total site re-
design.
Jensen, the trouble is that this affects the neighbor the most and not the development in general.
Jordan, the side of the adjacent property is a blank wall of the building with minimal windows. They
would otherwise be looking at the hillside.
PEC24-0021 Staff Memorandum.pdf
Attachment A. Vicinity Map.pdf
Attachment B. Project Narrative, dated May 29, 2024.pdf
Attachment C. Plan Set, dated May 2, 2024.pdf
Attachment D. Aerial photo.pdf
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Planning and Environmental Commission Meeting Minutes of July 8, 2024 145
Rediker asks about the design.
Kalasnik talks about the construction of it and the proposed design.
Rediker asks about the snowmelt vault that would be underneath the structure.
Kalasnik talks about what the design would be and that it is used to house snowmelt boilers and
equipment.
Rediker, clarifies that this is used for equipment as well
Kalasnik, yes, talks about the current outlook and issues being worked through to determine if it is
necessary/doable.
Rediker asks about elevations and materials for enclosure.
Kalasnik talks about the stone being proposed and how that fits on the site.
Hagedorn, asks about interior layout and what empty space on detail one.
Kalasnik states it is for mechanical equipment area.
Hagedorn, asks if that place can be relocated elsewhere.
Kalasnik, says that this would not be possible as other places would be in the setback or block fire
access and there are already deep utilities that are in place today counting on this location as previously
approved.
Public Comment – None
Commissioner Comments
Jensen, feels they need to be supportive and was an oversight that was relied upon. Doesn’t seem to be
a reasonable alternative.
Lipnick, Supportive for the reduced side setback will not grant special privilege and doesn’t result in a
negative impact on light, air, transportation, or utilities.
Smith, supports as the utilities are already in place. Staff makes mistake and that happens sometimes.
Tucker, supports based on the conditions of the application. Made sure it was the least intrusive spot on
the site.
McBride supports for reasons articulated.
Rediker, looking at the three criteria they are met. Mistakes were made and not result of the applicant’s
doing. Problem is putting it next to other person’s property line and it is unsightly. Not pleased, but no
comments from neighbors. Unfortunate circumstance that the PEC is placed in this situation.
Hagedorn, not a grant of special privilege.
Robert N Lipnick made a motion to Approve with the findings on page 9 of the staff memorandum; Robyn
Smith seconded the motion Passed (7 - 0).
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Planning and Environmental Commission Meeting Minutes of July 8, 2024 146
Planner: Jamie Leaman-Miller
Applicant Name: 44 Willow Place #2 LLC, represented by KH Webb Architects
4.3 A request for the review of a variance from Section 12-6H-6 Setbacks, Vail Town Code in
accordance with the provisions of Section 12-17, Variances, Vail Town Code to allow for a
deck expansion within the front setback, located at 44 Willow Road 2, Vail Village Filing 1,
Block 6, Lot 9, and setting forth details in regard thereto. (PEC24-0018)
Timestamp: 03:02:47
Leaman-Miller gives a presentation on the request for a setback variance. He shows the site plan of how
the existing building received setback variances in the past. Existing and proposed decks are shown.
Applicant proposed to go 11 feet into the setback with the variance today. The deck expansions would
shadow windows of units below. Could impact pedestrian experience by closeness to the sidewalk. A lot
of variances for setbacks in the area were for infill of balconies or balconies filling niches in buildings.
Already received variances for the current building.
Rediker, asks about the reference to the EHU.
Leaman-Miller, there is two EHUS on the site.
Rediker asks about the potential impact.
Leaman Miller, the second floor bank of windows directly below are for the EHU.
Smith asks about the HOA approval and if the EHU owner has approved of this proposal.
Leaman Miller, HOA approval was included with the application as it is a submittal requirement.
Smith asks about green lines on site plan.
Leaman-Miller explains the variance for the setbacks as approved in 1993. Staff recommended denial at
that time.
Hagedorn asks if the hatched area is the proposed encroachment.
Leaman-Miller confirms.
Jensen asks if the deck next to it went out to the limit.
Leaman-Miller confirms.
Roy clarifies that each project needs to get approval for a variance per code.
Leaman-Miller adds that the existing deck was approved in 1993 by the PEC.
Smith asks if this is similar to the Riva Ridge recent approval.
Leaman-Miller looked into previous variances granted and most were common elements, entrances or
filling in balconies.
Roy clarifies the Riva Ridge variance that included common space and safety of entry stairs.
Smith asks about the setback lines on the site plan and asks if they are from different variances.
PEC24-0018 Staff Memo.pdf
Attachment A. Vicinity Map.pdf
Attachment B. Applicant Narrative & Documents.pdf
Attachment C. Project Planset.pdf
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Planning and Environmental Commission Meeting Minutes of July 8, 2024 147
Roy clarifies an error by previous staff in regards to a previous deck encroachment.
Jensen states that it is the PEC responsibility to provide consistency with the history and with the code.
How does staff feel about that?
Leaman-Miller talks about legally non-conforming properties contrasting with this building which was
designed with the current zoning in place.
Applicant Presentation
Kyle Webb gives a presentation on the application. He goes over some history of how the area has
evolved over time. Uniqueness of the lot that it is a triangle, but the major frontage is the Vail Road, and
they decided willow circle was the 10’ rule for setbacks. The property line is 10’ in front the street and
provides a larger buffer to the road. Setbacks are less in all these locations. Bishop Park is also
proposing a similar larger deck along the street. Goes over the ILC and how it will maintain 10 from the
road on Willow Bridge side. Proposal is not going any further to the road than the existing deck, only
going two feet further from the building.
Doesn’t believe this adds mass to the building as a deck. It is one of those projects that will look like it
always belonged. Is less than the deck that was previously approved. Willow Circle has been treated
differently and is not a grant of special privilege, they have historical 10’ setbacks. Different
neighborhood and context because they fit in with the context. Notes the Vail Village master plan
encourages redevelopment or improvement. Larger deck encourages activity on the street. Sees this as
being in context with the neighborhood. Are not increasing the encroachment compared to other deck.
Does not affect light or air as staff does.
Hagedorn, is that the EHU on the lower level?
Webb EHU is on lower level, windows are a bedroom. The same owner owns that EHU.
Smith, asks why they want to get rid of EHU, is it because of the rental requirement?
Webb, yes, it is an “if rented” deed restriction.
Public Comment – None
Commissioner Comments
Tucker, really unique situation given the character of the old neighborhood. Sees staff’s concerns on
encroaching on the property line and willow road. Can see it both ways, by striking a balance as there
were already a variance granted in the past. Is that the hardship?
Webb, correct, we have nowhere to go since the variance was already granted. There are already
existing situations similar.
Tucker states that it makes it hard to ever want to grant a variance if it will spawn another one.
Smith, disagrees with staff as this is within the lines of what has previously been approved as an
appropriate setback. Finds that it meets the criteria.
Lipnick, agrees with the variance. A deck is not massing and goes to the front setback for the other
decks and doesn’t think it’ll add more massing. Thinks review criteria are met.
Jensen, the historical variance leads one to be supportive of this variance.
Rediker, agrees with staff’s analysis and that it does not meet the criteria 1 and 2 for the variance.
14
Planning and Environmental Commission Meeting Minutes of July 8, 2024 148
McBride, agrees with commissioner Smith’s comment and that it meets criteria.
Hagedorn, sees how this is a tough one. Mitigating factor is that this is a nonconforming area of town
with how they are rarely meeting setbacks. Criteria 2 how this is minimal relief for hardship. Finds himself
leaning towards improving as the context of the neighborhood and context of the site itself.
Smith motions to approve with the findings on page 12 and the condition on page 13.
Planner: Jamie Leaman-Miller
Applicant Name: Wiggins LLC, represented by Mauriello Planning Group
4.4
A request for a recommendation to the Vail Town Council for a zone district boundary
amendment, pursuant to Section 12-3-7, Amendment, Vail Town Code, to allow for the
rezoning of 4355 Bighorn Road, Bighorn Subdivision 3rd Addition, Block 3, Lot 3, from the
Residential Cluster (RC) District to the Community Housing 1 (CH-1) District. (PEC24-0022)
Timestamp: 03:37:04
Leaman-Miller gives presentation.
No questions from commissioners.
Applicant presentation.
Allison Kent gives presentation, identifying the location of the property and historical background of
the zoning. She discusses the opportunities for development and acknowledges that this will be the first
property to be zoned CH-1. She covers the review criteria for the Vail Comprehensive Plan, focuses on
employee housing opportunity. She reviews the development objectives and the purpose of CH-1 is
discussed.
Jensen asks if changing to CH-1, what density would the applicant be looking at?
Webb states that he is not there yet as far as design and calculations but it would probably be more than
double that what is allowed in Residential Cluster.
No public comment in room.
Online is Steve Lindstrom from Vail Housing Authority. He states that this is a great example of what
we were after when adding CH-1. Disperses housing throughout neighborhoods and utilizes different
sites.
Commissioner Comments:
Rediker, criteria is met and agrees with staff and applicant. He is voting to approve.
Jensen, all criteria are met and excited to see this housing district.
Lipnick, supports and is consistent with all criteria and is what the community needs.
Smith has very little to say as it meets all criteria. Fully supports this.
Robyn Smith made a motion to Approve with the findings on page 12 and the condition on page 13 of the
staff memorandum; Robert N Lipnick seconded the motion Passed (6 - 1).
Voting For: William A Jensen, Robert N Lipnick, Robyn Smith, Brad Hagedorn, Scott P McBride, David N
Tucker
Voting Against: John Rediker
PEC24-0022 Staff Memo.pdf
Attachment A. Vicinity Map.pdf
Attachment B. Applicant Narrative.pdf
Attachment C. Topographic Survey.pdf
Attachment D. Ordinance No. 6 Series of 2024 - Community Housing.pdf
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Planning and Environmental Commission Meeting Minutes of July 8, 2024 149
Tucker is excited to see the first product.
McBride, supports this rezoning and excited to see what happens.
Hagedorn is excited to see this application come through. Meets that policy we worked hard on. Meets
all criteria.
5.Staff Approvals
Planner: Greg Roy
Applicant Name: Leibovail LLC, represented by KH Webb Architects
5.1
A Report to the Planning and Environmental Commission of an administrative action
regarding a request for a minor amendment to Special Development District (SDD) No. 28,
Christiania at Vail, pursuant to Section 12-9A-10, Amendment Procedures, Vail Town
Code, to allow for modifications to the approved development plan to decrease the gross
residential floor area (GRFA), located at 356 Hanson Ranch Rd, Unit 420/410 Lot D, Block
2, Vail Village Filing 1, and setting forth details in regard thereto. (PEC24-0020)
6.Approval of Minutes
6.1 PEC Results 6-24-24
7.Information Update
Roy updates the Commission that the next PEC meeting for July 22nd has been noticed for the
Council Chambers as the meeting should be held there.
8.Adjournment
John Rediker made a motion to Recommend for approval with the findings on page 11 of the staff
memorandum; Robyn Smith seconded the motion Passed (7 - 0).
PEC24-0020 SDD 28 Minor Amendment PEC Report (Final).pdf
PEC Results 6-24-24.pdf
Robert N Lipnick made a motion to Approve ; William A Jensen seconded the motion Passed (6 - 0).
Robyn Smith made a motion to Adjourn ; David N Tucker seconded the motion Passed (7 - 0).
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Planning and Environmental Commission Meeting Minutes of July 8, 2024 150
4355 Bighorn Road
Rezoning to CH-1
Town Council
August 6, 2024
151
PEC Recommendation
•On July 8, 2024, the Planning & Environmental Commission unanimously
recommended approval of the rezoning:
•Rediker - criteria is met and agrees with staff and applicant. Voting to approve.
•Jensen - all criteria are met and excited to see this housing district.
•Lipnick - supports and is consistent with all criteria and is what the community
needs.
•Smith - very little to say as it meets all criteria. Fully supports this.
•Tucker - excited to see the first product.
•McBride - supports this rezoning and excited to see what happens.
•Hagedorn - excited to see this application come through. Meets that policy we
worked hard on. Meets all criteria.
152
Property Location:
2101-122-12-007
4355 Bighorn Road
Lot 3, Block 3, Bighorn Filing 3
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I-70
Bighorn Road
Spruce Way
Streamside Circle
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Background
•Property annexed in 1974, by Ordinance
20, Series of 1974
•When originally annexed zoned Low
Density Multiple Family, rezoned in 1977
to Residential Cluster
•Land Use Designation for the property
identified by the Vail Land Use Plan is
“High Density Residential”
•Various designs for single-family or
duplex from 1980s to 2000 - Never built
156
Housing Opportunity
•Vacant lot in East Vail with
development potential for
free-market sfr or duplex
•Private owner willing to do
deed-restricted units
instead
•Located in established
locals oriented
neighborhood
•Served by Town of Vail bus
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Community Housing-1
•Adopted in June 18, 2024
•No properties were zoned CH-1 with the adoption
of the zone district
•This property is the first proposed to be zoned
CH-1
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Permitted Uses Setbacks Site Coverage Landscape Area Height Density GRFA
CH-1 EHUs, Public
uses
Front: 20’
Side/Rear: 15’
55% up to 65% with
enclosed parking =
17,095 - 23,311 sf
25% =
7,770 sf
35’ flat
43’ sloping NA NA
CH-1 vs RC
Permitted Uses Setbacks Site Coverage Landscape Area Height Density GRFA
RC
Single Family,
Duplex,
Multiple
Family
Front: 20’
Side/Rear: 15’25% = 7,770 sf 60% =
18,649 sf
30’ flat
33’ sloping
6 du per
buildable
acre = 2 du
5,604
sf
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Review Criteria: Vail Comprehensive Plan
•Vail Land Use Plan designates it as
“High Density Residential”
•Vail 20/20 - recognizes housing for
employees as infrastructure
•Employee Housing Strategic Plan -
states efficient use of resources by
placing employees close to their
place of work
Subject Property
Vail Land Use Map
160
Review Criteria: Surrounding Land Uses
•Area of East Vail includes a variety of
residential uses
•Apartments, condominiums, and
townhouses, single-family and duplex
homes
•Mix of residential uses has created a
vibrant community
•Easy access to the Town’s bus system
and bike paths make it an ideal
location for local resident housing
The Victorians
SDD
Bighorn Falls
Townhomes
161
Review Criteria: Development Objectives
•Furthers goals and objectives outlined in Vail Land Use Plan
•Makes use of infill property already identified as appropriate
location for residential uses
•Provides housing for locals in already established
neighborhood with abundant services and amenities
•Not many opportunities where a private landowner
voluntarily rezones to provide deed-restricted housing
•With so few vacant developable parcels remaining in Town
of Vail, this rezoning is opportunity that cannot be
overlooked
162
Review Criteria: Orderly Viable Community
•Provides for the growth of an orderly viable community by establishing site
for employee housing within Town boundaries, close to existing services and
transportation
•Employee housing is key to ensuring that Town of Vail remains economically
viable and competitive, while protecting environmentally sensitive lands that
have created a place worth living in
•Does not constitute spot zoning:
•Zone district helps further these goals
•Property is already zoned for residential uses and
•Consistent with Future Land Use Designation of the Town’s Land Use Plan
163
Review Criteria: Natural Environment
•Proposes to rezone a property currently zoned as RC zone district to CH-1
zone district
•Not located within any mapped avalanche, debris flow, or rockfall hazard
areas
•Not adjacent to any streams or waterways, and therefore does not impact
any riparian corridors
•Like many properties in Vail, impacted by its adjacency to I-70 which does
create some noise impacts to property
•Environmental considerations for the property:
•slopes in excess of 40% (not a regulatory issue)
•existing vegetation on the site
164
Review Criteria: Natural Environment (cont.)
•As part of creation of CH Zone Districts, Town adopted amendments to
Section 12-21-10 to allow structures to be constructed on areas of slopes
40% or greater in these districts
•Variances from this section were common in the past:
•Property was approved for a similar variance in 1999 (expired)
•Next door, Bighorn Falls Townhouses received variance to allow for
construction on areas exceeding 40% slope
•Property contains grasses, shrubs, and some trees, and while vegetation
will be disturbed with any type of development, an appropriate landscape
plan will be developed in a way that is consistent with development on
surrounding properties
165
Review Criteria: Purpose of CH-1
The Community Housing-1 (CH-1) District is intended to provide
adequate sites for employee housing which, because of the nature and
characteristics of employee housing, cannot be adequately regulated
by the development standards prescribed for other residential zone
districts. This zone district allows flexibility to provide for the critical
need for housing to serve local citizens and businesses, and to
provide for the public welfare. The CH-1 District is intended to ensure
that employee housing is appropriately located and designed to meet
the needs of residents of the Town, to harmonize with surrounding
uses, and to ensure adequate light, air, open spaces and other
amenities appropriate to the allowed types of uses.
166
Review Criteria: Conditions Changed
•RC zone district would generally permit low-density free-
market residential development
•Property allowed 2 dwelling units and up to 5,600 sq. ft. of
GRFA
•Recognizing that the residential needs of the Town have
changed dramatically since the late 1970s, the new zoning of
CH-1 allows for the development of employee housing on the
property, which is a major need of the community
167
Request Today
•We hope to receive a
vote of approval
•Our team is happy to
answer any questions
168
THANK YOU
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LEGEND
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Submitted to the Town of Vail:
June 2024
4355 Bighorn Rd
Rezoning to Community Housing-1 Zone District
Property Location:
2101-122-12-007
4355 Bighorn Road
Lot 3, Block 3, Bighorn Filing 3
171
Introduction
Kyle Webb, represented by Mauriello Planning Group, is requesting a rezoning for the property
located at 4355 Bighorn Road / Lot 3, Block 3, Bighorn Filing 3. This vacant property is approximately
0.714 acres in size. The existing zoning of the property is Residential Cluster (RC) Zone District. The
property is proposed to be zoned Community Housing-1 Zone District (CH-1). The applicant has
owned the property for decades and now wants to pursue a development project on the land that
maximizes the benefits to the community in the form of local resident housing. The applicant believes
it would be a lost opportunity to not pursue locals housing on the property and hopes to partner with
the Town in the future on locals housing project.
The property was annexed into the Town of Vail in 1974, by Ordinance 20, Series of 1974. When
originally annexed it was zoned Low Density Multiple Family, then rezoned in 1977 to Residential
Cluster. The Land Use Designation for the property, as identified by the Vail Land Use Plan is “High
Density Residential.”
The CH-1 zone district was adopted by the Town in 2024 as a vehicle to encourage the development
of local resident housing in Vail. Once zoned CH-1, the property can only be developed in support of
deed restricted housing. The applicant’s intent is to develop local’s housing opportunities as allowed
by the CH-1 zone district.
The purpose of the CH-1 zone district is:
The Community Housing-1 (CH-1) District is intended to provide adequate sites for employee
housing which, because of the nature and characteristics of employee housing, cannot be
adequately regulated by the development standards prescribed for other residential zone
districts. This zone district allows flexibility to provide for the critical need for housing to serve
local citizens and businesses, and to provide for the public welfare. The CH-1 District is
intended to ensure that employee housing is appropriately located and designed to meet the
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Site photos of the subject property:
Photo 1 is from Bighorn Road, looking northeast during fall. Photo 2 is from Spruce Way, looking south during June.
172
needs of residents of the Town, to harmonize with surrounding uses, and to ensure adequate
light, air, open spaces and other amenities appropriate to the allowed types of uses.
No plans have been developed at this time. Once the zoning is established, any development plan
submitted to the Town will need comply with the Town’s regulations. Notably, the CH-1 zone district
limits the maximum height to 35 ft. for flat roofs and 43 ft. for sloping roofs. This is the only difference
from the other Community Housing zone districts, which allow for much greater building heights. This
will be the first property in the Town of Vail to be zoned CH-1.
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Site and Zoning Analysis
Parcel: 2101-122-12-007
Address: 4355 Bighorn Road
Legal: Lot 3, Block 3, Bighorn Filing 3
Lot Area: 0.714 acres / 31,082 sq. ft.
Zoning: Residential Cluster
Proposed Zoning: Community Housing - 1 Zone District
Hazards: Slopes in Excess of 40%
Development Standard RC Zone District CH-1 Zone District
Minimum Lot Area 15,000 sq. ft. / 8,000 sq. ft. buildable No minimum lot area
Setbacks Front: 20 ft.
Side and Rear: 15 ft.
Front: 20 ft.
Side and Rear: 15 ft.
Height Flat: 30 ft.
Sloping: 33 ft.
Flat: 35 ft.
Sloping: 43 ft.
Density 6 du per buildable acre = 2.14 du No limit
GRFA 36 sq. ft. per 100 sq. ft. buildable = 5,604 No limit
Site Coverage 25% of site area = 7,770.5 sq. ft.55% of site area, may be increased to 75%
with provision of enclosed parking
= 17,095.1 - 23,311.5 sq. ft.
Landscape Area Minimum 60% of site area = 18,649.2 sq. ft.25% of site area = 7,770.5 sq. ft.
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Criteria for Review
Section 12-3-7: AMENDMENT, of the Vail Town Code, provides the criteria for review of a zone district
boundary amendment. The following section includes the criteria, along with an analysis of the
compliance of the proposal with the criteria.
(1)The extent to which the zone district amendment is consistent with all the applicable
elements of the adopted goals, objectives and policies outlined in the Vail comprehensive
plan and is compatible with the development objectives of the town; and
Applicant Analysis:
The property is governed by the Vail Land Use Plan, which was adopted in 1986 and most recently
updated in 2009. Other applicable plans include the Vail 20/20 Plan and the Housing Strategic Plan,
all of which are described below:
•Vail Land Use Plan
The adopted map of the Vail Land Use Plan shows a designation of “High Density Residential” for the
property. The High Density Residential designation is defined as follows:
HDR High Density Residential
The housing in this category would
typically consist of multi-floored
structures with densities exceeding
15 dwelling units per buildable acre.
Other activities in this category
would include private recreational
facilities, and private parking
facilities and institution/ public uses
such as churches, fire stations and
parks and open space facilities.
The Vail Land Use Plan also
provides the following Objectives
and Policies that are applicable to
this rezoning request:
5. Residential
5.1. Additional residential growth
should continue to occur primarily in
existing, platted areas and as appropriate in new areas where high hazards do not exist.
5.2. Quality time share units should be accommodated to help keep occupancy rates up.
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Subject Property
175
5.3. Affordable employee housing should be made available through private efforts, assisted
by limited incentives, provided by the Town of Vail, with appropriate restrictions.
5.4. Residential growth should keep pace with the market place demands for a full range of
housing types.
5.5. The existing employee housing base should be preserved and upgraded. Additional
employee housing needs should be accommodated at varied sites throughout the
community.
•Vail 20/20 Plan
The Vail 20/20 Plan provides the following goals:
Provide for enough deed-restricted housing for at least 30 percent of the workforce through
policies, regulations and publicly initiated development.
The Town of Vail recognizes the need for housing as infrastructure that promotes community,
reduces transit needs and keeps more employees living in the town, and will provide for
enough deed-restricted housing for at least 30 percent of the workforce through policies,
regulations and publicly initiated development.
The proposed zoning of Housing on the buildable area of the site helps to further the goal of the Town
of Vail to provide deed-restricted housing for 30% of the workforce. This property creates an exciting
opportunity to create new housing stock, while still protecting the steeper hillside from development
by zoning the steep portions NAP.
•Employee Housing Strategic Plan
The Employee Housing Strategic Plan outlines the Town of Vail’s goals and policies to ensure
employee housing. It provides the following objectives:
Actively address affordable housing for Vail workers to ensure that the community remains
competitive in economic terms.
Increase and maintain deed-restricted housing within the Town to encourage the efficient use
of resources by placing employees closer to their place of work.
The proposed zoning will allow for the creation of new deed-restricted employee housing units within
the Town of Vail, allowing Vail to remain economically competitive in attracting and maintaining a
quality workforce.
The proposal is consistent with the goals and objectives of the various Town of Vail planning
documents and helps to further one of Vail’s critical needs: creating employee housing within the
Town of Vail boundaries to ensure that Vail remains economically competitive.
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(2)The extent to which the zone district amendment is suitable with the existing and potential
land uses on the site and existing and potential surrounding land uses as set out in the town's
adopted planning documents; and
Applicant Analysis:
This area of East Vail is a
variety of residential uses.
There are apartments,
c o n d o m i n i u m s , a n d
townhouses, along with single-
family and duplex homes. This
mix of residential uses has
created a vibrant community,
with easy access to the Town’s
bus system and bike paths,
making it an ideal location for
local resident housing.
The property to the west is
Bighorn Falls Townhomes.
Bighorn Falls Townhomes are
zoned Low Density Multiple
Family. The site consists of
approximately 4 units, with a
duplex structure constructed in
1994 directly adjacent. The
other two units are single-
family structures constructed in
1996. This site received a
v a r i a n c e t o c o n s t r u c t
residences on slopes in excess of 40%, which is not permitted in the LDMF zone district. Similar to the
subject property, the land use designation is High Density Residential.
The property to the east is developed with the Victorians at Vail. This property is zoned Special
Development District #18 with an underlying zoning of RC. The Victorians also have a land use
designation of High Density Residential.
To the north of the subject property is I-70 Right-of-Way and to the south is Bighorn Road. There are
residential uses across Bighorn Road, with single-family and duplex properties zoned Two-Family
Residential.
The uses allowed by the CH-1 zone district are similar to those listed in RC and LDMF, though EHUs
are the only permitted residential use in the CH-1 zone district. Free-market dwelling units are
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The Victorians SDD
Bighorn Falls
Townhomes
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allowed as an accessory use with additional limitations such as only allowed as 30% of the GRFA
constructed on the site. Unlike the other Community Housing Zone Districts, commercial uses are not
allowed in the CH-1 zone district.
The proposed zone district amendment is suitable with the existing and potential uses on surrounding
properties.
(3)The extent to which the zone district amendment presents a harmonious, convenient,
workable relationship among land uses consistent with municipal development objectives;
and
Applicant Analysis:
The proposal to rezone the property to CH-1 furthers one of the Town’s major development
objectives:
The provision of employee housing
The proposed zoning furthers the goals and objectives outlined in the Vail Land Use Plan, makes use
of an infill property already identified as an appropriate location for residential uses, and provide
housing for locals in an already established neighborhood with abundant services and amenities.
There are not many opportunities where a private landowner voluntarily rezones a property to provide
deed-restricted housing. Under the existing zoning, this site can currently be developed as a duplex
of over 5,600 sq. ft. of GRFA. In fact, one was approved by the DRB in the past but never constructed.
With so few vacant developable parcels remaining in the Town of Vail, this rezoning is an opportunity
that cannot be overlooked.
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Subject property in context of neighborhood
Victorians at Vail
Bighorn Falls
Townhouses
Subject Property
I-70
178
(4)The extent to which the zone district amendment provides for the growth of an orderly viable
community and does not constitute spot zoning as the amendment serves the best interests
of the community as a whole; and
Applicant Analysis:
The proposed zone district amendment provides for the growth of an orderly viable community by
establishing a site for employee housing within the Town of Vail boundaries, close to existing services
and transportation. Employee housing is key to ensuring that the Town of Vail remain economically
viable and competitive, while protecting the environmentally sensitive lands that have created a place
worth living in. This does not constitute spot zoning, as the zone district helps further these goals and
because the property is already zoned for residential uses and is consistent with the Future Land Use
Designation of the Town’s Land Use Plan. As a result, the proposed amendment serves the best
interest of the community.
(5)The extent to which the zone
district amendment results in
adverse or beneficial impacts on
the natural environment,
including, but not limited to,
water quality, air quality, noise,
vegetation, riparian corridors,
hillsides and other desirable
natural features; and
Applicant Analysis:
The proposed zone district
amendment proposes to rezone a
property currently zoned as RC zone
district to H zone district. The subject
property is not located within any
avalanche, debris flow, or rockfall
hazard areas as mapped by the Town
of Vail. It is not adjacent to any
streams or waterways, and therefore
does not impact any riparian corridors.
Like many properties in Vail, it is
impacted by its adjacency to I-70,
which does create some noise impacts
to the property. There are two
environmental considerations for the
property: slopes in excess of 40% and existing vegetation on the site.
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Excessive Slopes Map
30 - 40% slopes
>40% slopes
179
As part of the creation of the Community Housing Zone Districts, the Town adopted amendments to
Section 12-21-10 Development Restricted that allows structures to be constructed on areas of slopes
40% or greater.
Prior to this changes, variances from this section were common. The subject property was approved
for a similar variance in 1999, which has since expired. Bighorn Falls Townhouses received a variance
to allow for construction on the areas exceeding 40% slope. Other variances in the area noted that
much of the 40% slopes were created with the construction of I-70 and Spruce Way.
The subject property contains grasses, shrubs, and some trees, and while the vegetation will be
disturbed with any type of development of the property, an appropriate landscape plan can be
developed in a way that is consistent with development on surrounding properties. The rezoning is
therefore consistent with this criterion.
(6)The extent to which the zone district amendment is consistent with the purpose statement of
the proposed zone district; and
Applicant Analysis:
Section 12-6L-1 provides the purpose of the CH-1 zone district:
The Community Housing-1 (CH-1) District is intended to provide adequate sites for employee
housing which, because of the nature and characteristics of employee housing, cannot be
adequately regulated by the development standards prescribed for other residential zone
districts. This zone district allows flexibility to provide for the critical need for housing to serve
local citizens and businesses, and to provide for the public welfare. The CH-1 District is
intended to ensure that employee housing is appropriately located and designed to meet the
needs of residents of the Town, to harmonize with surrounding uses, and to ensure adequate
light, air, open spaces and other amenities appropriate to the allowed types of uses.
This site is within the Town of Vail boundaries, adjacent to established transportation routes, including
a Town of Vail transit stop and in close proximity to the recreation path. The CH-1 zone district allows
the Planning and Environmental Commission to set most development standards, creating flexibility to
create a housing project that is suitable to the individual site. As a result, the proposed zone district
amendment is consistent with the purpose statement of the H zone district.
(7)The extent to which the zone district amendment demonstrates how conditions have changed
since the zoning designation of the subject property was adopted and is no longer
appropriate; and
Applicant Analysis:
The RC zone district would generally permit low-density residential development. In this case, the
property would be allowed 2 dwelling units and up to 5,600 sq. ft. of GRFA. Recognizing that the
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residential needs of the Town have changed dramatically since the late 1970s (when the RC zone
district was applied), the new zoning of CH-1 allows for the development of employee housing on the
property, which is a major need of the community. As a result, the proposal is consistent with this
criterion.
(8)Such other factors and criteria as the commission and/or council deem applicable to the
proposed rezoning.
Applicant Analysis:
Any other factors can be addressed as necessary.
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