7451 - Contract Executed
Docusign City Council Transmittal Coversheet
File Name
Purchasing Contact
City Council Target Date
Piggy Back Option
Contract Expiration
Ordinance
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
Yes
Development Fiscal Analysis Impact and Tool
7451
Cori Power
RFP
December 17, 2020
N/A
20-2519
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 1 of 21
PROFESSIONAL SERVICES AGREEMENT
FOR CONSULTING SERVICES
FILE 7451
STATE OF TEXAS §
COUNTY OF DENTON §
THIS AGREEMENT (the “Agreement”) is made and entered into on
________________________, by and between the City of Denton, Texas, a Texas municipal
corporation, with its principal office at 215 East McKinney Street, Denton, Denton County,
Texas 76201, hereinafter called “OWNER” and AECOM TECHNICAL SERVICES, INC., with
its corporate office at 300 South Grand Ave, 9th Floor, Los Angeles, CA 90071 , hereinafter
called “CONSULTANT,” acting herein, by and through their duly authorized representatives.
WITNESSETH, that in consideration of the covenants and agreements herein contained,
the parties hereto do mutually agree as follows:
ARTICLE I
CONSULTANT AS INDEPENDENT CONTRACTOR
The OWNER has selected CONSULTANT on the basis of demonstrated competence and
qualifications to perform the services herein described for a fair and reasonable price pursuant to
Chapter 2254 of the Texas Government Code. The OWNER hereby contracts with the
CONSULTANT as an independent contractor and not as an employee, and as such, the OWNER
will not assert control over the day-to-day operations of the CONSULTANT. The
CONSULTANT is customarily engaged to provide services as described herein independently
and on a nonexclusive basis in the course of its business. This Agreement does not in any way
constitute a joint venture between OWNER and CONSULTANT. The CONSULTANT hereby
agrees to perform the services described herein based on the skills required for the scope of work
in connection with the Project as stated in the sections to follow, with diligence and in
accordance with the highest professional standards customarily obtained for such services in the
State of Texas. The professional services set out herein are in connection with the following
described project:
The Project shall include, without limitation, a Development Fiscal Impact Analysis and Tool, as
described in Exhibit A, which is on file at the purchasing office and incorporated herein (the
“Project”).
ARTICLE II
SCOPE OF BASIC SERVICES
The CONSULTANT shall perform the following services in a professional manner:
A. The CONSULTANT shall perform all those services as necessary and as described in the
OWNER’s RFP 7451 – Development Fiscal Impact Analysis and Tool, which is on file at
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
12/17/2020
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 2 of 21
the purchasing office and made a part hereof as Exhibit A as if written word for word
herein.
B. To perform all those services set forth in CONSULTANT’s proposal, which proposal is
attached hereto and made a part hereof as Exhibit B as if written word for word herein.
C. CONSULTANT shall perform all those services set forth in individual task orders, as
described in Exhibit B, which shall be attached to this Agreement and made a part
hereof.
D. If there is any conflict between the terms of this Agreement and the exhibits attached to
this Agreement, the terms and conditions of this Agreement will control over the terms
and conditions of the attached exhibits or task orders.
ARTICLE III
ADDITIONAL SERVICES
Additional services to be performed by the CONSULTANT, if authorized by the
OWNER, which are not included in the above-described Basic Services, may be negotiated as
needed, per rates included in Exhibit B.
A. Preparing applications and supporting documents for government grants, loans, or
planning advances and providing data for detailed applications.
B. Preparing data and reports for assistance to OWNER in preparation for hearings before
regulatory agencies, courts, arbitration panels or mediator, giving testimony, personally or
by deposition, and preparations therefore before any regulatory agency, court, arbitration
panel or mediator.
C. Assisting OWNER in preparing for, or appearing at litigation, mediation, arbitration,
dispute review boards, or other legal and/or administrative proceedings in the defense or
prosecution of claims disputes with Contractor(s).
D. Assisting OWNER in the defense or prosecution of litigation in connection with or in
addition to those services contemplated by this AGREEMENT. Such services, if any, shall
be furnished by CONSULTANT on a fee basis negotiated by the respective parties outside
of and in addition to this AGREEMENT.
E. Visits to the site in excess of the number of trips included in Exhibit B.
F. Preparing statements for invoicing or other documentation for billing other than for the
standard invoice for services attached to this professional services agreement.
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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ARTICLE IV
TIME OF COMPLETION
CONSULTANT is authorized to commence work under this contract upon execution of this
AGREEMENT. CONSULTANT shall perform and complete its obligations herein in a prompt
and continuous manner, so as to not delay the completion of the Project in accordance with the
schedules as described in Exhibit B. The contract shall remain effective for a period which may
reasonably be required for the completion of the Project, acceptance by an authorized
representative of the OWNER, exhaustion of authorized funds, or termination as provided in this
Agreement, whichever occurs first.
ARTICLE V
COMPENSATION
A. COMPENSATION TERMS:
1. “Subcontract Expense” is defined as expenses incurred by the CONSULTANT in
employment of others in outside firms for services related to this agreement.
2. “Direct Non-Labor Expense” is defined as that expense for any assignment
incurred by the CONSULTANT for supplies, transportation and equipment,
travel, communications, subsistence, and lodging away from home, and similar
incidental expenses in connection with that assignment.
B. BILLING AND PAYMENT: For and in consideration of the professional services to be
performed by the CONSULTANT herein, the OWNER agrees to pay, based on the cost
estimate detail shown in Exhibit B which is attached hereto and made a part of this
Agreement as if written word for word herein, a total fee, including reimbursement for
direct non-labor expenses not to exceed $98,500.
Partial payments to the CONSULTANT will be made on the basis of detailed monthly
statements rendered to and approved by the OWNER through its City Manager or his
designee; however, under no circumstances shall any monthly statement for services
exceed the value of the work performed at the time a statement is rendered.
Nothing contained in this Article shall require the OWNER to pay for any work which is
unsatisfactory, as reasonably determined by the City Manager or his designee, or which is
not submitted in compliance with the terms of this Agreement. The OWNER shall not be
required to make any payments to the CONSULTANT when the CONSULTANT is in
default under this Agreement.
It is specifically understood and agreed that the CONSULTANT shall not be authorized
to undertake any work pursuant to this Agreement which would require additional
payments by the OWNER for any charge, expense, or reimbursement above the
maximum not to exceed fee as stated, without first having obtained written authorization
from the OWNER. The CONSULTANT shall not proceed to perform the services listed
in Article III “Additional Services,” without obtaining prior written authorization from
the OWNER.
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 4 of 21
C. ADDITIONAL SERVICES: For additional services authorized in writing by the
OWNER in Article III, the CONSULTANT shall be paid based on the Schedule & Cost
detail shown in Exhibit B. Payments for additional services shall be due and payable
upon submission by the CONSULTANT and approval by the City staff, and shall be in
accordance with subsection B hereof. Statements shall not be submitted more frequently
than monthly.
D. PAYMENT: If the OWNER fails to make payments due the CONSULTANT for
services and expenses within thirty (30) days after receipt of the CONSULTANT’s
undisputed statement thereof, the amounts due the CONSULTANT will be paid interest
in accordance with the Texas Government Code 2251.025. Additionally, the
CONSULTANT may, after giving seven (7) days’ written notice to the OWNER,
suspend services under this Agreement until the CONSULTANT has been paid in full all
amounts due for services, expenses, and charges. Nothing herein shall require the
OWNER to pay the late charge if the OWNER reasonably determines that the work is
unsatisfactory, in accordance with this Article V, “Compensation,” there is a bona fide
dispute concerning the amount due, or the invoice was not mailed to the address or in the
form as described in this Agreement. The OWNER will notify CONSULTANT of any
disputes within twenty-one (21) days of receipt of the invoice.
E. Invoices shall be sent directly to the City of Denton Accounts Payable Department, 215
E McKinney St, Denton, TX, 76201-4299. A pro-forma invoice shall be sent to the
contract administrator. It is the intention of the City of Denton to make payment on
completed orders within thirty days after receipt of invoice or items; whichever is later,
unless unusual circumstances arise. Invoices must be fully documented as to labor,
materials, and equipment provided, if applicable, and must reference the City of
Denton Purchase Order Number in order to be processed. No payments shall be
made on invoices not listing a Purchase Order Number.
ARTICLE VI
OBSERVATION AND REVIEW OF THE WORK
The CONSULTANT will exercise reasonable care and due diligence in discovering and
promptly reporting to the OWNER any defects or deficiencies in the work of the
CONSULTANT or any subcontractors or subconsultants.
ARTICLE VII
OWNERSHIP OF DOCUMENTS
All documents prepared or furnished by the CONSULTANT (and CONSULTANT’s
subcontractors or subconsultants) pursuant to this Agreement are instruments of service, and
shall become the property of the OWNER upon the termination of this Agreement. The
CONSULTANT is entitled to retain copies of all such documents. The documents prepared and
furnished by the CONSULTANT are intended only to be applicable to this Project, and
OWNER’s use of these documents in other projects shall be at OWNER’s sole risk and expense.
In the event the OWNER uses any of the information or materials developed pursuant to this
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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Agreement in another project or for other purposes than specified herein, CONSULTANT is
released from any and all liability relating to their use in that project.
ARTICLE VIII
INDEMNITY AGREEMENT
THE CONSULTANT SHALL INDEMNIFY AND SAVE AND HOLD HARMLESS
THE OWNER AND ITS OFFICERS, OFFICIALS, AGENTS, AND EMPLOYEES FROM
AND AGAINST ANY AND ALL LIABILITY, CLAIMS, DEMANDS, DAMAGES,
LOSSES, AND EXPENSES, INCLUDING, BUT NOT LIMITED TO COURT COSTS
AND REASONABLE ATTORNEY FEES ASSERTED AGAINST OR INCURRED BY
THE OWNER, AND INCLUDING, WITHOUT LIMITATION, DAMAGES FOR
BODILY AND PERSONAL INJURY, DEATH AND PROPERTY DAMAGE,
RESULTING FROM THE NEGLIGENT ACTS OR OMISSIONS OF THE
CONSULTANT OR ITS OFFICERS, SHAREHOLDERS, AGENTS, OR EMPLOYEES
INCIDENTAL TO, RELATED TO, AND IN THE EXECUTION, OPERATION, OR
PERFORMANCE OF THIS AGREEMENT.
Nothing in this Agreement shall be construed to create a liability to any person who is not
a party to this Agreement, and nothing herein shall waive any of the parties’ defenses, both at
law or equity, to any claim, cause of action, or litigation filed by anyone not a party to this
Agreement, including the defense of governmental immunity, which defenses are hereby
expressly reserved.
ARTICLE IX
INSURANCE
During the performance of the services under this Agreement, CONSULTANT shall
maintain insurance in compliance with the requirements of Exhibit C which is attached hereto
and made a part of this Agreement as if written word for word herein.
ARTICLE X
ALTERNATIVE DISPUTE RESOLUTION
The parties may agree to settle any disputes under this Agreement by submitting the
dispute to mediation with each party bearing its own costs of mediation. No mediation arising
out of or relating to this Agreement, involving one party’s disagreement may include the other
party to the disagreement without the other’s approval. Mediation will not be a condition
precedent to suit.
ARTICLE XI
TERMINATION OF AGREEMENT
A. Notwithstanding any other provision of this Agreement, either party may terminate by
giving thirty (30) days’ advance written notice to the other party.
B. This Agreement may be terminated in whole or in part in the event of either party
substantially failing to fulfill its obligations under this Agreement. No such termination
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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will be affected unless the other party is given (1) written notice (delivered by certified
mail, return receipt requested) of intent to terminate and setting forth the reasons
specifying the non-performance, and not less than fifteen (15) calendar days to cure the
failure; and (2) an opportunity for consultation with the terminating party prior to
termination.
C. If the Agreement is terminated prior to completion of the services to be provided
hereunder, CONSULTANT shall immediately cease all services and shall render a final
bill for services to the OWNER within thirty (30) days after the date of termination. The
OWNER shall pay CONSULTANT for all services properly rendered and satisfactorily
performed and for reimbursable expenses to termination incurred prior to the date of
termination, in accordance with Article V “Compensation.” Should the OWNER
subsequently contract with a new consultant for the continuation of services on the
Project, CONSULTANT shall cooperate in providing information. The CONSULTANT
shall turn over all documents prepared or furnished by CONSULTANT pursuant to this
Agreement to the OWNER on or before the date of termination, but may maintain copies
of such documents for its use.
ARTICLE XII
RESPONSIBILITY FOR CLAIMS AND LIABILITIES
Approval by the OWNER shall not constitute, nor be deemed a release of the
responsibility and liability of the CONSULTANT, its employees, associates, agents,
subcontractors, and subconsultants for the accuracy and competency of their designs or other
work; nor shall such approval be deemed to be an assumption of such responsibility by the
OWNER for any defect in the design or other work prepared by the CONSULTANT, its
employees, subcontractors, agents, and consultants.
ARTICLE XIII
NOTICES
All notices, communications, and reports required or permitted under this Agreement
shall be personally delivered or mailed to the respective parties by depositing same in the United
States mail to the address shown below, certified mail, return receipt requested, unless otherwise
specified herein. Mailed notices shall be deemed communicated as of three (3) days’ mailing:
To CONSULTANT: To OWNER:
AECOM Technical Services, Inc. City of Denton
Christopher Brewer Purchasing Manager –File 7451
300 South Grand Ave, 9th Floor 901B Texas Street
Los Angeles, CA 90071 Denton, Texas 76201
All notices shall be deemed effective upon receipt by the party to whom such notice is
given, or within three (3) days’ mailing.
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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ARTICLE XIV
ENTIRE AGREEMENT
This Agreement and related exhibits constitute the complete and final expression of this
Agreement of the parties, and is intended as a complete and exclusive statement of the terms of
their agreements, and supersedes all prior contemporaneous offers, promises, representations,
negotiations, discussions, communications, and agreements which may have been made in
connection with the subject matter hereof.
ARTICLE XV
SEVERABILITY
If any provision of this Agreement is found or deemed by a court of competent
jurisdiction to be invalid or unenforceable, it shall be considered severable from the remainder of
this Agreement and shall not cause the remainder to be invalid or unenforceable. In such event,
the parties shall reform this Agreement to replace such stricken provision with a valid and
enforceable provision which comes as close as possible to expressing the intention of the stricken
provision.
ARTICLE XVI
COMPLIANCE WITH LAWS
The CONSULTANT shall comply with all federal, state, and local laws, rules,
regulations, and ordinances applicable to the work covered hereunder as those laws may now
read or hereinafter be amended.
ARTICLE XVII
DISCRIMINATION PROHIBITED
In performing the services required hereunder, the CONSULTANT shall not discriminate
against any person on the basis of race, color, religion, sex, sexual orientation, national origin or
ancestry, age, or physical handicap.
ARTICLE XVIII
PERSONNEL
A. The CONSULTANT represents that it has or will secure, at its own expense, all
personnel required to perform all the services required under this Agreement. Such
personnel shall not be employees or officers of, or have any contractual relations with the
OWNER. CONSULTANT shall inform the OWNER of any conflict of interest or
potential conflict of interest that may arise during the term of this Agreement.
B. All services required hereunder will be performed by the CONSULTANT or under its
supervision. All personnel engaged in work shall be qualified, and shall be authorized
and permitted under state and local laws to perform such services.
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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ARTICLE XIX
ASSIGNABILITY
The CONSULTANT acknowledges that this Agreement is based on the demonstrated
competence and specific qualifications of the CONSULTANT and is therefore personal as to the
CONSULTANT. Therefore, the CONSULTANT shall not assign any interest in this Agreement,
and shall not transfer any interest in this Agreement (whether by assignment, novation, or
otherwise) without the prior written consent of the OWNER.
ARTICLE XX
MODIFICATION
No waiver or modification of this Agreement or of any covenant, condition, or limitation
herein contained shall be valid unless in writing and duly executed by the party to be charged
therewith, and no evidence of any waiver or modification shall be offered or received in evidence
in any proceeding arising between the parties hereto out of or affecting this Agreement, or the
rights or obligations of the parties hereunder, and unless such waiver or modification is in
writing and duly executed; and the parties further agree that the provisions of this section will not
be waived unless as set forth herein.
ARTICLE XXI
MISCELLANEOUS
A. The following exhibits are attached to and made a part of this Agreement:
Exhibit A – RFP 7451 – Development Fiscal Impact Analysis and Tool for the City of
Denton (on file at the purchasing office)
Exhibit B – Consultant’s Scope of Services Offer and Project Schedule
Exhibit C – Consultant’s Insurance Requirements
Exhibit D – Conflict of Interest Questionnaire
What is called for by one exhibit shall be as binding as if called for by all. In the event of
an inconsistency or conflict in this Agreement and any of the provisions of the exhibits,
the inconsistency or conflict shall be resolved by giving precedence first to this
Agreement then to the exhibits in the order in which they are listed above.
B. This Agreement shall be governed by, construed, and enforced in accordance with, and
subject to, the laws of the State of Texas or federal law, where applicable, without regard
to the conflict of law principles of any jurisdiction. In the event there shall be any dispute
arising out of the terms and conditions of, or in connection with, this Agreement, the
party seeking relief shall submit such dispute to the District Courts of Denton County or
if federal diversity or subject matter jurisdiction exists, to the United States District Court
for the Eastern District of Texas-Sherman Division.
C. For the purpose of this Agreement, the key persons who will perform most of the work
hereunder shall be Christopher Brewer. However, nothing herein shall limit
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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CONSULTANT from using other equally qualified and competent members of its firm to
perform the services required herein.
D. CONSULTANT shall commence, carry on, and complete any and all projects with all
applicable dispatch, in a sound, economical, and efficient manner and in accordance with
the provisions hereof. In accomplishing the projects, CONSULTANT shall take such
steps as are appropriate to ensure that the work involved is properly coordinated with
related work being carried on by the OWNER.
E. The OWNER shall assist the CONSULTANT by placing at the CONSULTANT’s
disposal all available information pertinent to the Project, including previous reports, any
other data relative to the Project, and arranging for the access thereto, and make all
provisions for the CONSULTANT to enter in or upon public and private property as
required for the CONSULTANT to perform services under this Agreement.
F. The captions of this Agreement are for informational purposes only, and shall not in any
way affect the substantive terms or conditions of this Agreement.
G. The parties agree to transact business electronically. Any statutory requirements that
certain terms be in writing will be satisfied using electronic documents and signing.
Electronic signing of this document will be deemed an original for all legal purposes.
ARTICLE XXII
INDEPENDENT CONTRACTOR
CONSULTANT shall provide services to OWNER as an independent contractor, not as
an employee of the OWNER. CONSULTANT shall not have or claim any right arising from
employee status.
ARTICLE XXIII
RIGHT TO AUDIT
The OWNER shall have the right to audit and make copies of the books, records and
computations pertaining to this agreement. The CONTRACTOR shall retain such books,
records, documents and other evidence pertaining to this agreement during the contract period
and five years thereafter, except if an audit is in progress or audit findings are yet unresolved, in
which case records shall be kept until all audit tasks are completed and resolved. These books,
records, documents and other evidence shall be available, within 10 business days of written
request. Further, the CONTRACTOR shall also require all Subcontractors, material suppliers,
and other payees to retain all books, records, documents and other evidence pertaining to this
agreement, and to allow the OWNER similar access to those documents. All books and records
will be made available within a 50 mile radius of the City of Denton. The cost of the audit will
be borne by the OWNER unless the audit reveals an overpayment of 1% or greater. If an
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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overpayment of 1% or greater occurs, the reasonable cost of the audit, including any travel costs,
must be borne by the CONTRACTOR which must be payable within five business days of
receipt of an invoice.
Failure to comply with the provisions of this section shall be a material breach of this contract
and shall constitute, in the OWNER’S sole discretion, grounds for termination thereof. Each of
the terms “books”, “records”, “documents” and “other evidence”, as used above, shall be
construed to include drafts and electronic files, even if such drafts or electronic files are
subsequently used to generate or prepare a final printed document.
ARTICLE XXIV
Prohibition On Contracts With Companies Boycotting Israel
Supplier acknowledges that in accordance with Chapter 2270 of the Texas Government Code,
City is prohibited from entering into a contract with a company for goods or services unless the
contract contains a written verification from the company that it: (1) does not boycott Israel; and
(2) will not boycott Israel during the term of the contract. The terms “boycott Israel” and
“company” shall have the meanings ascribed to those terms in Section 808.001 of the Texas
Government Code. By signing this agreement, Supplier certifies that Supplier’s signature
provides written verification to the City that Supplier: (1) does not boycott Israel; and (2) will
not boycott Israel during the term of the agreement. Failure to meet or maintain the
requirements under this provision will be considered a material breach.
ARTICLE XXV
Prohibition On Contracts With Companies Doing Business with Iran, Sudan, or a
Foreign Terrorist Organization
Section 2252 of the Texas Government Code restricts CITY from contracting with companies
that do business with Iran, Sudan, or a foreign terrorist organization. By signing this agreement,
Supplier certifies that Supplier’s signature provides written verification to the City that
Supplier, pursuant to Chapter 2252, is not ineligible to enter into this agreement and will not
become ineligible to receive payments under this agreement by doing business with Iran,
Sudan, or a foreign terrorist organization. Failure to meet or maintain the requirements under
this provision will be considered a material breach.
ARTICLE XXVI
CERTIFICATE OF INTERESTED PARTIES ELECTRONIC FILING
In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908 of the
Government Code. The law states that the City may not enter into this contract unless the
Contractor submits a disclosure of interested parties (Form 1295) to the City at the time the
Contractor submits the signed contract. The Texas Ethics Commission has adopted rules
requiring the business entity to file Form 1295 electronically with the Commission.
Contractor will be required to furnish a Certificate of Interest Parties before the contract is
awarded, in accordance with Government Code 2252.908.
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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The contractor shall:
1. Log onto the State Ethics Commission Website at :
https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm
2. Register utilizing the tutorial provided by the State
3. Print a copy of the completed Form 1295
4. Enter the Certificate Number on page 2 of this contract.
5. Complete and sign the Form 1295
6. Email the form to purchasing@cityofdenton.com with the contract number in the subject
line. (EX: Contract 1234 – Form 1295)
The OWNER must acknowledge the receipt of the filed Form 1295 not later than the 30th day
after Council award. Once a Form 1295 is acknowledged, it will be posted to the Texas Ethics
Commission’s website within seven business days.
ARTICLE XXVII
PROHIBITION AGAINST PERSONAL INTEREST IN CONTRACTS
No officer, employee, independent consultant, or elected official of the City who is involved in
the development, evaluation, or decision-making process of the performance of any solicitation
shall have a financial interest, direct or indirect, in the Contract resulting from that solicitation as
defined in the City’s Ethic Ordinance 18-757 and in the City Charter chapter 2 article XI(Ethics).
Any willful violation of this section shall constitute impropriety in office, and any officer or
employee guilty thereof shall be subject to disciplinary action up to and including dismissal. Any
violation of this provision, with the knowledge, expressed or implied, of the Contractor shall
render the Contract voidable by the City. The Contractor shall complete and submit the City’s
Conflict of Interest Questionnaire.
ARTICLE XXVIII
EXCEPTION TO DODD-FRANK ACT
Under this contract, OWNER did not request CONSULTANT to provide and CONSULTANT
did not offer to provide, nor does CONSULTANT in the performance of its Services intend to
provide, any services constituting the services of a “municipal advisor” as defined by the Dodd–
Frank Wall Street Reform and Consumer Protection Act (Pub.L. 111-203, H.R. 4173) and
regulations promulgated thereunder, or any successor statute or provisions thereto. In addition, in
the performance of CONSULTANT’s services on behalf of OWNER, CONSULTANT does not
intend to create, and hereby expressly denies the creation of, any fiduciary relationship between
CONSULTANT and OWNER. CONSULTANT’s services under this Agreement are being
performed solely for OWNER’s benefit.
ARTICLE XXIX
FORCE MAJEURE
Neither Party shall be responsible for a delay in its respective performance under this
Agreement, other than a delay in payment for Services already performed, if such delay is caused
by extraordinary weather conditions or other natural catastrophes, war, terrorist attacks,
sabotage, computer viruses, riots, strikes, lockouts or other industrial disturbances, epidemics,
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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pandemics, acts of governmental agencies or authorities, discovery of hazardous materials or
differing and unforeseeable site conditions, or other events beyond the reasonable control of the
claiming Party. CONSULTANT shall be entitled to an equitable adjustment to the project
schedule and compensation in the foregoing circumstances.
ARTICLE XXX
CONSEQUENTIAL DAMAGES WAIVER
NOTWITHSTANDING ANY OTHER PROVISION TO THE CONTRARY IN THIS
AGREEMENT AND TO THE FULLEST EXTENT PERMITTED BY LAW, IN NO EVENT
SHALL EITHER PARTY, ITS PARENTS, AFFILIATES AND SUBSIDIARIES OR THEIR
RESPECTIVE DIRECTORS OFFICERS OR EMPLOYEES BE LIABLE TO THE OTHER
FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE
DAMAGES
IN WITNESS HEREOF, the City of Denton, Texas has caused this Agreement to be
executed by its duly authorized City Manager, and CONSULTANT has executed this Agreement
through its duly authorized undersigned officer on this date______________________.
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
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CITY OF DENTON, TEXAS
“OWNER”
__________________________________
TODD HILEMAN, CITY MANAGER
ATTEST:
ROSA RIOS, CITY SECRETARY
BY: _______________________________
AECOM TECHNICAL SERVICES, INC.,
A CALIFORNIA CORPORATION
“CONSULTANT”
__________________________________
BY: CHRISTOPHER BREWER
ITS: VICE PRESIDENT
__________________________________
TEXAS ETHICS COMMISSION
CERTIFICATE NUMBER
THIS AGREEMENT HAS BEEN
BOTH REVIEWED AND APPROVED
as to financial and operational
obligations and business terms.
_______________ ________________
SIGNATURE PRINTED NAME
__________________________________
TITLE
__________________________________
DEPARTMENT
APPROVED AS TO LEGAL FORM:
AARON LEAL, CITY ATTORNEY
BY: ____________________________
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
2020-693276
Development Services
Director
Scott McDonald
AECOM 13355 Noel Road, Suite 400 Dallas, TX 75240 aecom.com
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"Best and Final" PROPOSAL FOR
City of Denton: DEVELOPMENT FISCAL IMPACT FOR DEVELOPMENT SERVICES
Submitted to: City of Denton, Texas
October 19, 2020
Exhibit BDocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
AECOM 13355 Noel Road, Suite 400 Dallas, TX 75240 aecom.com
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Table of Contents
1. Executive Summary ...........................................................................................3
2. Firm Overview ....................................................................................................5
3. Project Team Overview ......................................................................................6
4. Qualifications .................................................................................................. 14
5. Understanding of Assignment, Approach and Scope of Services ................ 23
6. References ...................................................................................................... 32
7. Schedule & Cost ............................................................................................. 33
8. Appendix .......................................................................................................... 34
Appendix A – Five-year Litigation History .................................................. 35
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1. Executive Summary
October 19, 2020
Re: City of Denton RFP: Development Fiscal Impact for Development Services
Dear City of Denton:
We are pleased to submit this " Best and Final" proposal to provide the City of Denton with a Development
Fiscal Impact Tool for Development Services. Our work will provide the City with a foundation for consistent
fiscal impact analyses which will support informed real estate decision-making by the Planning and Zoning
Commission and City Council, enhancing city fiscal sustainability and economic resiliency.
The City is requesting a dynamic tool to support three related work-efforts: First, to weigh site-specific
development fiscal benefits; Second, at a planning level to estimate the magnitude of city services needed to
support new projects; and Third, frame long term implications of real estate decisions on the city’s General
Fund. Our analysis shows that, since 2010, Denton’s tax base has sustained annual growth at an impressive
average rate of 7.4%. A fiscal impact tool will enable Denton to evaluate proposed developments’ net fiscal
impact, empowering the City to thoughtfully consider future economic development opportunities that allow
for sustainable growth. Such informed and data-driven decision-making will further support the City of
Denton’s core values of Integrity, Fiscal Responsibility, Transparency, and Outstanding Customer Service.
AECOM is uniquely positioned to support the City of Denton in this effort, as follows:
Current Experience in Denton and Across the Metroplex: The AECOM team assembled for this effort will
leverage current work in Denton, supporting the Denton County Transportation Authority to align incentives
with member cities’ economic development strategies. We are also currently working with the City of
Richardson to evaluate TOD potential of their Arapaho Center Station and supporting landside planning
efforts at DFW that incorporates financial analysis of different scenarios for new transport infrastructure,
utilities and public works along with additional aero and non-aero revenue streams. This ongoing work will
allow us to move quickly and efficiently to define the baseline real estate trends and set Denton’s
demographic and economic drivers in context with the larger region. An efficient baseline analysis lets us
focus more time on answering key questions of the City. In addition, AECOM has over 200 employees in
Dallas including numerous transport planners, civil engineers, and utility experts that can support the
technical inputs required.
National Experience on Similar Fiscal Impact Analyses: Our team will also draw on best practices and
lessons learned from other fiscal impact efforts, beginning with One Central in Chicago, where we are helping
define the economic and fiscal benefits of a $2 billion multimodal hub with 20 million square feet of TOD.
Important to One Central’s impact was a broader understanding of transit and mobility investment impacts,
and the ability to clearly frame what are “net new” benefits. Similarly, our work in 2014 with the City of
Rochester, Minnesota’s Destination Medical Center Economic Development Agency led to the development
of an economic and fiscal impact model which estimated the economic and fiscal impacts of their 20-year
development plan. Now, after the completion of Phase 1, AECOM was reengaged to design a tool with which
to benchmark the state, county and city’s fiscal impacts of the plan’s actual development progress.
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Ability to Create A Robust Tool that Meets the City’s Requirements: We recognize that every city is
different, and as such, we must offer the City of Denton an approach which maximizes initial efforts to clearly
understand City policy needs, balanced by available data and staff capacity to sustain fiscal model use. As
one practical example of this commitment, we are currently working with the City of Chicago’s Department of
Planning and Development to build a customized financial model to evaluate developer requests for
incentives. The model is enhancing development project review consistency, allowing the City to assess
developer returns on investment, and impacts on incentive programs, including TIF. Our clear intent is to
leverage experience gained across recent projects to maximize the value of this tool to the City of Denton.
This proposal further introduces our firm and practice, highlights select relevant expertise, reviews key staff
biographies, and details our current understanding of the assignment and proposed scope of work, our
associated schedule, and related terms. Thank you for the opportunity to submit this proposal. Resumes for
key staff have been attached for your review. If there are questions or comments regarding this submittal, I
can be reached at 312-373-6931 or via email at chris.brewer@aecom.com
Sincerely,
Christopher Brewer Vice President AECOM Technical Services, Inc.
Katelyn Hansen Deputy Project Manager AECOM Technical Services, Inc.
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2. Firm Overview
AECOM
AECOM is one of the world’s premier consulting
firms – delivering services throughout the project
lifecycle – from planning to design, engineering,
consulting and construction management. We
partner with our clients in the public, private, and
nonprofit sectors to solve their most complex
challenges and build legacies for generations to
come. With 56,000 employees globally, AECOM is
a Fortune 500 firm with revenue of approximately
$20.2 billion during fiscal year 2019.
AECOM is local to the Dallas Fort-Worth market,
with over 200 professionals calling the Dallas
AECOM office home. The Dallas-based planning
team is currently working with Denton County
Transportation Authority and will bring local
experience and context to the project work.
Economics Practice
AECOM Economics helps clients evaluate and
make decisions around projects and policies
regarding feasibility, financial requirements,
social impact, risk and prospects for success.
Successful projects and policies share a
common trait: informed decision-making early in
the process. We pull ideas into focus and
sharpen the boundaries of a preliminary plan or
concept for regional and place-based economic
development, urban revitalization, real estate,
public facilities, and visitor destinations.
Collaborating with other disciplines, our
economics team develops strategies that
respond to the market, attract financing and
enable implementation. Our global experience
and comprehensive, integrated approach help us
understand how multiple factors influence value
and feasibility. It’s not just the market, but also
community needs and interests, project design,
public policies and regulations, site conditions,
development and financing costs, phasing and
implementation challenges.
Real Estate and Economic Planning
AECOM helps create the economic and policy
framework for urban plans and redevelopment
projects, real estate development initiatives, and
growth and economic-development strategies.
Our work is often concerned with balancing the
private sector's investment requirements with the
public sector's policy objectives, in the context of
a complex public decision-making process.
We work with clients in complex settings to enable
them to invest in, develop, and manage profitable
real estate ventures. Development firms, financial
institutions, investors, corporations, educational
institutions, and public entities rely on our advice
and counsel. Our consulting services include:
• Economic and fiscal impact analysis:
assessments of jobs created, taxes, income
generated for communities, and direct,
indirect, and induced benefits, as well as
estimates of municipal costs for city services
needed to support developments.
• Financial and market feasibility: experts in
projections of revenues, operating expenses,
capital costs, and financing plans.
• Transactional and development assistance:
Assist public agencies and developers with
development strategies and land disposition.
• Economic development strategies: Create
strategies for community repositioning,
downtown revitalization, and TOD.
• Demand analysis: objective and responsible
analysis of estimated attendance, utilization,
market segmentation of attractions.
• Revenue strategies: creative approaches to
the unique challenges of revenue generation.
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3. Project Team Overview
People – not firms – deliver projects. With this philosophy in mind, we have assembled a team that has
substantial relevant experience.
Team leadership and core project personnel will bring decades of experience and a mix of national and
local expertise to this project. Garrett Harper, our project executive, leads the Economics + Advisory
practice for AECOM in the Americas. Chris Brewer, our project manager, is a Vice President in the
Economics + Advisory practice with 25 years' experience. They have extensive expertise creating dynamic
models that inform decision-making and actionable plans for integrated real estate and infrastructure
development. They focus on understanding market conditions, economic development strategy, financial
feasibility and commercial structures, often at the intersection of infrastructure and real estate.
Subcontracting Plan
While AECOM routinely partners with outside consultants to form valuable partnerships, this project will be
staffed with only AECOM employees due to our in-house capabilities and expertise.
Core Project Team Staffing and Roles
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GARRETT HARPER, CFA
PROJECT EXECUTIVE
Education
BA Economics, Connecticut College
Years of Experience
13 years
Professional Certifications
CFA, Chartered Financial Analyst Charter
Affiliations
Urban Land Institute
RELEVANT EXPERIENCE Garrett Harper leads the Economics + Advisory practice for AECOM in the Americas. He has extensive experience creating dynamic models that inform decision-making and actionable plans for integrated real estate and infrastructure development.
He focuses on understanding market conditions, business strategy, financial feasibility and commercial structures, often
at the intersection of public works and real estate.
Garrett’s experience leading both public planning efforts and private development projects allows him to understand how to mediate misalignment of goals and find the common ground needed to implement new development.
PROJECT EXPERIENCE Fulton Market Development Scenarios and Infrastructure Plan, Chicago, IL. Deputy project manager and development scenario lead. AECOM is working with the City of Chicago, Department of Planning and Development, to evaluate the long-term development trends of Fulton Market Innovation District and understand related infrastructure requirements. Fulton Market has evolved from a meatpacking and distribution district to a major driver of economic growth with almost 80% of Chicago’s under construction and planned office space. As part of the study, AECOM is using our understanding of downtown real estate market trends, existing zoning and bonus programs, proposed developments, and development finance to estimate multiple future development scenarios for the area and their subsequent impacts on infrastructure needs. These needs include transit connectivity, complete street strategies, energy, and water.
Development of Underwriting Guidelines, Chicago Department of Planning & Development, Chicago, IL. Project
manager. The City of Chicago Department of Planning and Development (DPD) engaged AECOM to develop underwriting guidelines that will allow DPD to more consistently evaluate 3rd party proposals and pro formats for new development projects. AECOM is creating a set of interconnected tools including a database of geolocated real estate data along with an underwriting model for flexible evaluation of typical urban real estate development uses incorporating gap funding identification and testing of incentive tools. The guidelines will also consider a range of other quantifiable impacts (fiscal, economic, community).
ONE Central TOD Opportunity Assessment Chicago, IL. Real estate and financial lead. ONE Central is an integrated transit-oriented development project in the South Loop where AECOM was tasked with better understanding the fiscal and economic benefits of the project. The study focused on an existing Metra Electric railyard adjacent to Soldier Field, the Museum Campus, and McCormick Place. The analysis focused on trends related to central area land absorption, as well as increasing transit use, and growth in downtown tourism. The study included estimated 40-year economic and fiscal benefits on site and off site of theproposed mixed-use program, which would be anchored by a
large transit station, and support development of about 20million square feet of residential and commercial development.
DFW Airport Landside Master Program, Dallas, TX. Deputy Project Manager and Financial & Economics Lead. AECOM has built a multi-disciplinary team to develop a 30-year Master Plan for the Central Terminal Area of DFW Airport. The effort includes an analysis of landside transport and infrastructure needs, commercial development opportunities, integration with existing
and future transit systems, sustainability strategies and many other topic areas. These integrated solutions need to be
evaluated for their funding strategy, impact to operations, and economic cost benefit analysis.
Richardson TOD Advisory and Bus Station Feasibility Study, Richardson, TX. Market Capacity and Joint Development Structure Lead. AECOM is appointed by the City of Richardson to evaluate the feasibility of creating a better integrated rail and bus station (DART) along with evaluating the TOD opportunity adjacent.
Member City Investment Policy Study, Denton County Transportation Authority (DCTA), Denton County, TX. AECOM, through its General Planning Consultancy (GPC) with DCTA was selected to advise the agency on a program to allow for agency financial resources to be expended in partnership with member cities on transit-supportive projects and programs. The team provided a peer analysis and a summary of federal funding implications for a variety of revenue-sharing mechanisms as well as recommendations.
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CHRIS BREWER
PROJECT MANAGER
Education
MS, Resource Economics, University of New Hampshire
BS, International Relations and Economic Development, Drake University
Years of Experience
25 years
RELEVANT EXPERIENCE Chris Brewer has 25 years of experience evaluating planning, zoning, market, financial and policy aspects of real estate development. His practice has focused on reuse of urban brownfield sites and closed military bases, financial and market evaluations of downtown retail and apartment markets, financial analysis of adaptive reuse projects, convention centers and arenas, and university linked-neighborhood revitalization strategies.
Chris’ consulting projects always start with the quantitative
basics; review of demographic and economic indicators, freight transportation metrics, and real estate market data to place a
project or location in context. These tools are used in support of market and financial studies, cost benefit analyses, and environmental/socio-economic impact assessments.
PROJECT EXPERIENCE Destination Medical Center Market Analysis & Economic Impact Assessment, Mayo Clinic, Hammes Company, Rochester, MN. Beginning in 2014, AECOM was hired as part of a consultant team to assist in the preparation of a master plan and market-driven economic development strategy for the DMC. AECOM was responsible for the market analysis examining various land uses within the proposed district and estimating what could be absorbed over the 20-year time
frame of the DMC initiative. We also developed an extensive fiscal and economic impact assessment of the project. AECOM
was re-engaged in 2020 to update the fiscal and economic impact model which forms the basis of the DMC program.
Development of Underwriting Guidelines, Chicago Department of Planning & Development, Chicago, IL. The City of Chicago Department of Planning and Development (DPD) engaged AECOM to develop underwriting guidelines that will allow DPD to more consistently evaluate 3rd party proposals for new development projects. AECOM is creating a set of interconnected tools including a database of geolocated real estate data along with an underwriting model for flexible evaluation of typical urban real estate development uses incorporating gap funding identification and testing of incentive tools. The guidelines will also consider a range of other quantifiable impacts (fiscal, economic, community).
ONE Central TOD Opportunity Assessment Chicago, IL. Project manager for ONE Central analysis, an integrated transit-oriented development project in the South Loop. The study,
funded by the Chicagoland Chamber of Commerce, focused on an existing Metra Electric railyard adjacent to Soldier Field, the
Museum Campus, and McCormick Place. The analysis focused on trends related to central area land absorption, as well as increasing transit use, and growth in downtown tourism. The study estimated 40-year economic benefits of the proposed mixed-use program, which would be anchored by a large transit station, and support development of about 20 million square feet of residential and commercial development.
Economic & Fiscal Impact Assessment, Kentucky Cabinet for Economic Development (KEDFA), KY. AECOM was engaged by KEDFA as its independent consultant to evaluate applications submitted by local jurisdictions seeking State tax increment finance (TIF) funds for projects that meet requirements to access state incentives. AECOM evaluated the feasibility of each project by examining the scope, location and tenant mix, as defined by the applicant. We analyzed the current market for each proposed component, including residential, retail, office, hotel and entertainment, by looking at national, regional and local trends.
Economic Resiliency Strategy, Texas General Land Office, Corpus Christi, TX. Chris is currently working with the Texas General Land Office to complete an economic development strategy for a nine-county study area anchored by Corpus Christi and Victoria, along the Gulf Coast of Texas. Need for the study was driven by accelerating impacts from major storms and climate volatility. The analysis, currently underway is focused on how strategies for economic diversification can be leveraged to also respond to broader resiliency challenges currently facing this region.
Aviation District Sub Area Plan and Revitalization Strategy, City of Universal City, TX. Project manager. AECOM was engaged by Universal City. The analysis focused on a 1.1 square mile study area anchored by Pat Booker Road and FM 78, and directly adjacent to Randolph Air Force Base (AFB). Need for the study was driven by a complex set of factors, including an existing stock of significantly older and smaller single-family homes as well as unique factors associated with adjacency to Randolph AFB. Study outcomes included identification of an urban design vision for the district, including identification of priority projects, phasing and potential public improvements.
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STEVEN DUONG, AICP
TRANSPORTATION PLANNING & CODE
Education
BS, Urban Planning and Policy + Landscape Architecture Virginia Tech MS, City and Regional Planning University of Texas, Arlington
Years of Experience
12 years
Professional Certifications
Certified Planner - American Institute of Certified Planners (AICP) Honors + Leadership Top 20 Under 40, Engineering News Record, 2017 Urban Pioneer, Greater Dallas Planning Council Urban Design Awards, 2017
President, American Planning Association North Central Texas Chapter Adjunct Professor, Department of Planning and Landscape Architecture, University of Texas Arlington
RELEVANT EXPERIENCE Steven Duong, AICP, is the Urban Planning Lead for AECOM’s Urbanism + Planning practice in the Central United States. He has led a wide variety of projects, most recently serving as the lead consultant for the City of Dallas 100 Resilient Cities plan, the Texas Hyperloop project, and the Grand Rapids TOD Vision Framework. His work often focuses on masterplanning and
urban design, city resilience, and sustainable transport. Prior to joining AECOM, Steven practiced planning at regional MPOs,
municipal government, transit agencies, and architectural firms.
Steven also served as the President of the North Central Texas Chapter of the American Planning Association, as a professor with the UT Arlington College of Planning and Landscape Architecture, and was identified as a Top 20 Under 40 Top Young Professional for Engineering News Record and as an Urban Pioneer by the Greater Dallas Planning Council in 2017. PROJECT EXPERIENCE Silver Line BRT TOD Masterplan, Grand Rapids, MI. Project manager. The Silver Line in Grand Rapids is an urban BRT corridor that stretches across three cities, stitching together a wide variety of communities and placetypes that range from a dense urban core to suburban single family to vacant industrial parks. Steven led a comprehensive TOD strategy to revitalize the corridor by leveraging the BRT as a catalyst to increase middle housing, reposition old shopping strips, and increase access to jobs and services for the broader community. LaPlace TOD Master Plan, Downtown St. John Parish, LA. Master planning lead. As populations migrate to lower risk areas in New Orleans, development is clustering in locations with existing infrastructure and amenities such as LaPlace. In
addition to providing a centralized hub for local and regional transportation in the near term, the station offers flex space
that can be used for rentals, public meetings, disaster staging, and other civic uses. Longer term, it provides a hub for the proposed regional rail line between Baton Rouge and New Orleans. The master plan includes, a solar energy system, retail/concessions space to generate operating revenue, and best practices for on-site stormwater management. Houston SWIFT - Sustainable Region-Wide Integrated
Future Transportation, Houston, TX. Planning lead. The SWIFT project studies how emerging mobility solutions like Connected and Automated Vehicles (CAVs) and Hyperloop technology, along with smart city best practices, will affect sustainable and resilient development, transportation, and land use policies in
west Houston. SWIFT outlines a long-range strategic planning vision for the region while outlining specific actionable projects
and priorities to achieve vision implementation. Steven served as the task lead on best practices, vision and scenario development, urban analytics, and resiliency and risk analysis.
Toyota Emerging Mobility Pilot Program for Transit Equity in Southern Dallas, Dallas, TX. Steven led the research, engagement, and strategic planning for a joint mobility pilot program between Toyota and the Dallas Innovation Alliance. The pilot program explores, through a series of interviews and data analytics, the various obstacles that residents in the Southern Dallas Education Corridor experience in their daily lives in obtaining access to equitable mobility. The project recommends using technology in the mobility space, such as micro-transit or Mobility as a Service (MaaS) platforms, to close the mobility, employment, and education gap for traditionally disinvested neighborhoods and communities of color in Dallas.
Martin Luther King Boulevard Master Plan, Downtown Austin, TX. MLK Boulevard in downtown Austin, TX is a key urban thoroughfare that presents several challenges for design and redevelopment. Steven served as the Deputy Project Manager for the master plan, working closely with downtown stakeholders such as UT Austin, private businesses, and various advocate groups to develop a cohesive and modern design for the MLK corridor that incorporated elements of infill development, complete streets, resilient and smart cities best practices, traffic demand management, and asset repositioning. Dallas to Houston High Speed Rail EIS, TX. The Dallas to Houston high speed rail project is the first privately funded high speed rail effort in the U.S. connecting two of the five largest cities in the U.S. AECOM served as the lead for the EIS, providing analysis and considerations across a wide spectrum of environmental impacts. Steven worked with the core high speed rail team on evaluating impacts related to visual and aesthetics, impacted private properties, and land use compatibility.
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MATTHEW ABBE, PE
UTILITIES & PUBLIC WORKS
Education
MS, Civil Engineering, Texas Tech University BS, Biology, Lubbock Christian University
Years of Experience
20 years
Professional Registrations
Professional Engineer (PE), TX No. 92715
TxDOT Certifications
2.6.1 Protected Species Determination 2.6.3 Biological Surveys 3.1.1 Route Studies & Schematic Designs (Minor Projects) 3.1.2 Route Studies & Schematic Designs (Major Projects)
4.1.1 Minor Roadway Design 4.2.1 Major Roadway Design 8.1.1 Signing, Pavement Marking and Channelization zz10.1.1 Hydrologic Studies 10.2.1 Basic Hydraulic Design 10.3.1 Complex Hydraulic Design
Affiliations
American Society of Civil Engineers
RELEVANT EXPERIENCE Mr. Abbe is experienced in the management, design, and planning of public works, and transportation projects. He has designed and prepared plans and specifications for numerous urban roadways and drainage systems, including many designed to Texas Department of Transportation (TxDOT) standards. His
roadway experience includes projects involving municipal and TxDOT standards, as well as coordinating projects with both
TxDOT and city stakeholders. He has significant experience blending city plans and specifications with TxDOT standards. He has also designed and prepared plans and specifications for large- and small-diameter sanitary sewer lines and water lines, storm drains, and drainage channels.
PROJECT EXPERIENCE
City of Fort Worth - City Council District 4, Critical CIP
Roadway Reconstruction, Fort Worth, Texas. Project manager
for preparation of contract documents for several CIP projects
within City Council District 4. The projects consist of
reconstructing 15 existing residential streets, totaling about
16,000 feet, with a standard 28-foot residential roadway section.
This project includes the design of water and sewer lines to
replace existing systems. It also includes public meetings,
stormwater pollution prevention plans, geotechnical reports, and
limited construction phase services.
Pleasant Run Road Utility Improvements, Pump Station, Lift
Station, and Roadway and Drainage Design, Dallas County, Texas. Dallas County is serving as a broker to fund the improvements between the two cities in southern Dallas County, to foster economic development. Mr. Abbe served as Project Manager for the design of improvements to the Pleasant Run Corridor between the Cities of Lancaster and Wilmer, Texas. The improvements consist of widening 3 miles of an existing 2-lane undivided roadway to a divided 4-lane, including adding about 3 miles of drainage pipelines, swales, and culverts along the roadway to meet Lancaster drainage standards. The improvements also include the design of about 2 miles of 16-in waterline and about 4-miles of sewer line to serve the two cities, as limited services are currently available. A 3-mile hike/bike trail was later incorporated in the plan set to TxDOT standards. Water and Wastewater Improvements, City of Paris, Texas. Design Manager for the preparation of plans and contract
documents for water and wastewater utility improvements
throughout the City of Paris, Texas. Role includes managing a team responsible for the design of about 15 miles of small diameter water and wastewater utility lines on a fast-track process in open, residential, and urban environments. Project also includes the design of a 1.3-mile two-lane arterial street with sidewalks and a small lift station. First 4 miles of pipeline went from notice to
proceed to bid in less than 4 months. IH-30/SH-360 Interchange Utility Improvements, Arlington, Texas. Project manager for the study and design phase to relocate about 30,000-LF of water and sewer line so that they would not conflict with the construction of the IH-30/SH-360 interchange project. AECOM Water group worked with the Rios Group (an SUE firm) and AECOM Transportation Group to prepare a conflict matrix and identify potential conflicts to the existing water and sewer lines based on TXOT UAR rules. A report was prepared and then AECOM designed relocations for the water and sewer systems. Pipe diameters range from 8-in to 30-in and there are several bores across IH-30 and SH-360. Work began in April of 2015 to be complete for a September 2015 letting. DFW Reclaimed Water Delivery System, DFW Airport, Dallas-
Fort Worth, Texas. Project Manager for the preparation of construction documents for approximately 9 miles of pressure pipeline and a pump station used to pump and pipe Type II reclaimed water to irrigation connections and to the airport’s cooling towers. The pump station was designed to house 5
horizontal pumps, with two 600 HP pumps installed initially. The pump station includes a 0.5 million gallon ground storage tank and
a chlorine facility. As Project Manager, the role consisted of managing 7 different consultants that were responsible for the design of the overall system, including AECOM. As Project Manager, the role included managing construction phase services for the team of consultants and client, and included responses to RFI’s, shop drawings, and any construction modification requests.
Woodvale Water and Sanitary Sewer Improvements, City of Fort Worth, Fort Worth, Texas. Project Manager for the design and preparation of plans and specifications for approximately
5,000 feet of a low-pressure sanitary sewer system consisting of 1.5-inch to 3-inch diameter PVC pipes along Woodvale Road in North Fort Worth. The project area is located near Lake Worth and consists of rolling terrain, which is ideal for a low-pressure sanitary sewer system. The pressure in the sewer line is produced by grinder pumps that are located at each resident's home. Also prepared plans to replace approximately 3,500 feet of water line.
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KRISTEN LUEKEN
TRANSPORTATION PLANNING
Education
BS, Physics, University of Iowa BA, Science Education, University of Iowa MS, Urban and Regional Planning, University of Iowa
Years of Experience
10 years
Areas of Expertise
Transit System Planning High Capacity Service Operations Cost Development Fare Analysis Economic Impact Analysis Grant Support Demographic Analysis
Environmental Impact Statements Safety and Security Analysis Property and Land Use Impacts Travel Demand Models
RELEVANT EXPERIENCE Kristen Lueken has over 10 years of experience in transportation planning, including extensive capability in transit operations and financial planning. Her transit work has included fare analyses, cost projections, survey data collection and analysis, schedule development, travel model forecasting, and environmental compliance. Kristen has contributed work to a wide range of projects from alternatives analysis and feasibility studies to environmental documents and BUILD grant applications. PROJECT EXPERIENCE Member City Investment Policy Study, Denton County Transportation Authority (DCTA), Denton County, TX. AECOM, through its General Planning Consultancy (GPC) with DCTA was selected to advise the agency on a program to allow for agency financial resources to be expended in partnership
with member cities on transit-supportive projects and programs. The team provided a peer analysis and a summary of
federal funding implications for a variety of revenue-sharing mechanisms as well as recommendations. Kristen created draft policy language guiding funding allocation, approval process and oversight of the program.
Cost-Revenue Model, Dallas Area Rapid Transit (DART), Dallas, TX. As part of the General Planning Consultant (GPC) contract with DART, AECOM updated the agency’s Cost-Revenue model, which serves as a key tool for evaluating
potential system expansion into new communities. As deputy project manager, Kristen coordinated with demographic experts to update population, employment, and sales tax revenue projections through 2035. She compiled National Transit Database data and created a separate application for DART that would automatically generate peer cost and revenue benchmarks based on a variable selection of peers. Kristen also added macro and cell-referencing features to the Cost-Revenue model to help automate data updates, prevent data corruption, and improve over-all user-friendliness of the model. Texas Central Railway (TCR) High Speed Rail (HSR) Environmental Impact Statement, Federal Railroad Administration (FRA), TX. AECOM was selected by FRA to conduct an independent Environmental Impact Assessment of
the 200+ mile TCR HSR Corridor from Dallas to Houston, TX. Kristen was the lead author for several sections of the EIS, including the Socioeconomics and Community Facilities. The economic impact assessment for the high-speed rail line modeled the potential impacts of the project on employment, land values, tax revenues, and construction investment, using economic multipliers to forecast potential economic production and consumption impacts. Tax impacts are based on a detailed excel model, created by Kristen, accounting for property tax impacts, corporate tax, and consumer expenditure--driven sales revenue over the 30-year project. 2040 Transit System Plan, Dallas Area Rapid Transit (DART), Dallas, TX. As part of the General Planning Consultant (GPC),
Kristen served as a deputy project manager supporting the development of the 2040 Transit System Plan (TSP) for DART. She developed the Public and Stakeholder Involvement Report as well as the Existing and Future Conditions Report, documenting DART’s network of over 100 routes. She used survey data to produce Origin & Destination hotspots and route-level transfer analyses. In a separate task, Kristen collaborated in the development of a Comprehensive Operational Analysis. She conducted field work to evaluate ridership potential and operational safety and reviewed ridership trends and on-time performance of existing routes. Kristen helped to develop recommendations and cost estimates for three separate funding scenario alternatives, including a cost-neutral option. She helped develop a financial planning model that allowed DART staff to combine various service planning recommendations into packages in support of implementation and financial plans. The recommended service plan increased population and employment with access to high-frequency (15-minute or better) transit service by 68%. Vista Transit, Operational Efficiency Study, Sierra Vista, AZ. AECOM was selected by Vista Transit to perform an Operational Efficiency Study to provide cost-saving recommendations for fixed route service, paratransit eligibility and fare collection. Kristen led a peer assessment providing benchmarks for fares, operating costs, and financial performance metrics. This assessment included a summary of fare policy limitations and an inventory of best practices. She also led a task modeling potential revenue and ridership impacts associated with a variety of fare changes. This led to fare structure and policy recommendations that could increase annual fare revenues by over 10%.
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KATELYN HANSEN
DEPUTY PROJECT MANAGER
Education
Master of City and Regional Planning (MCRP) Concentration in Real Estate & Urban Design Rutgers University
BA, Political Science & English Minor, Environmental Studies, University of Wisconsin-Madison
Years of Experience
5 years
Affiliations
AICP, American Institute of Certified Planners
APA, American Planning Association Member
RELEVANT EXPERIENCE Katelyn Hansen is an Economics + Advisory Associate in AECOM’s Chicago office. She has five years of experience in real estate strategy supported by data-driven market and financial analysis. Katelyn came to AECOM with experience in higher education campus planning and advisory services for clients spanning flagship institutions, urban community colleges, and small private universities. Her career experience has spanned economic and fiscal impact analysis, retail corridor master planning, identifying urban core mixed-use
opportunities, studying national retail trends, university housing master plans, and site-specific to portfolio-wide re-investment
strategies. She has also advised and managed public institutions’ formal RFP solicitation processes seeking public/private real estate development partnerships. Katelyn’s analytical work is used to devise actionable plans and real estate strategies enabling her clients to be informed decision makers as they move towards implementation.
PROJECT EXPERIENCE Development of Underwriting Guidelines, Chicago Department of Planning & Development, Chicago, IL. AECOM was charged with developing an underwriting tool for the city of Chicago’s Department of Planning and Development with which to evaluate development proposals seeking city financial
incentive. On this project Ms. Hansen, is serving as Deputy Project Manager where Katelyn has coordinated the project
process, evaluated metrics from past developments that have received financial incentives, and assisted in tool design and database development.
Economic & Fiscal Impact Analysis, Destination Medical Center, Rochester, MN. As a continuation of previous AECOM work, The Economic Development Agency for Rochester’s Destination Medical Center (DMC), tasked AECOM with estimating the economic and fiscal impacts of the first phase of the DMC’s 20-year development plan. Katelyn conducted the impact analysis estimating job growth, GRP contribution, construction benefit and tax revenues generated over the last five years as a result of the investments by Mayo Clinic and the private sector into the DMC.
Lewis & Clark Corridor Master Plan, Town of Clarksville,
Clarksville, IN. AECOM partnered with REA were tasked with devising a bold new vision for an existing 600-acre retail
corridor in Clarksville, IN just outside of Louisville, KY. Katelyn composed the market analysis, demand projections, and current inventory database to inform the project’s program and assisted in providing the economic strategy behind the plan.
Development Opportunity Analysis, Confidential REIT Client, New York City, NY. AECOM was charged with identifying the mixed-use development potential in neighborhoods across Manhattan from mid-town through the financial district. Katelyn played a critical analytical role evaluating site-specific parcels and assemblage opportunities.
Housing and Dining Redevelopment Advisory Services, Colorado State University, Fort Collins, CO*. While at a previous firm, Katelyn partnered with Colorado State University to advise on the redevelopment of aging housing facilities into a new multi-phased, mixed-use residential neighborhood (1,000+ beds) on campus with integrated dining and academics space. In an iterative process with the design team and university leadership, B&D advised CSU towards a financially viable project and development plan. Katelyn’s portfolio-wide financial modeling and market analysis was instrumental in getting the CSU System Board of Governors to approve financing for Phase I of the project. Housing Master Plan, University of Florida, Gainesville, FL*.
Assistant project manager. While at a previous firm, Katelyn partnered with the University to develop a bold and comprehensive Housing Master Plan. Katelyn led the market, demand analysis for the Housing Master Plan. She also developed a portfolio-wide financial model to run sensitivity analyses which was critical in guiding the Master Plan’s implementation strategy.
*Work prior to joining AECOM
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GABRIEL GAL, CPA CFA
MODELING TOOL DEVELOPER
Education
BS Finance, DePaul University
BS Accounting, DePaul University
Years of Experience
7 years
Professional Certifications
CPA, Certified Public Accountant, #065044364
Illinois Real Estate Broker, #475163762
CFA, Chartered Financial Analyst Charter
Affiliations
DREAA, DePaul Real Estate Alumni Alliance
RELEVANT EXPERIENCE Gabriel Gal is an Associate in AECOM’s Economics + Advisory group based in Chicago. He has over seven years of underwriting experience working on some of the country’s most prolific projects. These projects have spanned the major asset classes of residential, office, industrial, retail, multi-family and hospitality facilities.
Gabe is an expert building financial model. He has created financial analyses for both owners and developers in Chicago including Sterling Bay’s Lincoln Yards project, Tribune’s Freedom Center sites, and Moody Bible institute’s Lincoln Park assets. Gabe’s underwriting expertise is relied upon to accurately assess a development’s worth and feasibility.
PROJECT EXPERIENCE Development of Underwriting Guidelines, Chicago Department of Planning & Development, Chicago, IL. Financial Model Developer. Chicago’s Department of Planning & Development (DPD) engaged AECOM to create an all-encompassing financial model and gauge the financial viability of proposed developments. This financial model will be used to justify any financial incentives needed to bring a development online including tax increment financing and land concessions. Gabe developed a dynamic model created to capture the various intricacies of new development. An extensive database will sync with the model and help determine project metrics and model assumptions including typical investment returns, market rental rates, and construction costs.
Development Opportunity Analysis, Confidential REIT Client, New York City, NY. A private real estate investment trust engaged AECOM to determine the supply of hotel developments within the Manhattan real estate market. In New York City, new zoning changes significantly limited new construction hotels to only commercially zoned parcels and grandfathered in sites already approved for development. With such restrictions, the client believed they had a competitive advantage with new supply and wanted to quantify this benefit to their investors. Gabe and the AECOM team created a large database of all parcels within NYC and created various filters that would prevent new development. Limits on parcel size, ownership, density, historic designation, and frontage eliminated parcels. Additionally, a statistical model and Monte Carlo analysis were created to estimate future supply in the
market.
Metlife Midtown Development, Atlanta, GA*. Financial Underwriting & Developer Selection. Metlife Investment Management engaged with JLL to gauge the development feasibility of an 8.5-acre site in Midtown Atlanta. Gabe was created a highly flexible development model and ultimately recommending a developer for the site. The model provided product specific returns which guided the envisioned development scheme. Ultimately, a mixed-use scenario was selected consisting of a 26-story, 606,000 square foot Class A office building, 18-story, 355-unit modern residential tower atop eight levels of parking, a 12-story, 205-key boutique lifestyle hotel, 30,000 square feet of retail, and a 635,000 square foot parking deck providing 1,909 parking spaces. The project is
currently under construction and anchored by Invesco’s new headquarters.
Lee Highway Planning – Missing Middle Housing Arlington County, VA. Feasibility analyst. As part of a larger planning effort for the Lee Highway Corridor, Gabe analyzed potential housing prototypes that could provide ownership opportunities for households in the 80% to 120% AMI range. High level financial analysis for prototypes were used to test whether market rate developers could be encouraged to provide suitable concepts through incentives related to additional density and accelerated entitlement processes. Various scenarios were contemplated with different density assumptions, impact fees, and generated revenue.
Riversedge, Ramsey County, St. Paul, MN. Feasibility analyst. AECOM in partnership with Ramsey County, unveiled a downtown St. Paul riverfront plan with up to 800,000 square feet of office space, up to 250 Class A apartment units, 150 condo units, 250 hotel rooms, roughly 20,000 square feet of retail and restaurant space, and public spaces. As part of the financial feasibility of the project, Gabe created financial models supporting the underwriting effort. These models gave insights into the future performance of the project and appropriate affordable to market unit mixes. AECOM is currently going through a due diligence process and is responsible as the master developer for overall development strategy and design of the project.
*Work prior to joining AECOM
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4. Qualifications
The following projects were selected to demonstrate our qualifications in providing similar services as requested in the City of Denton’s Development Fiscal Impact Tool for Development Services:
• Destination Medical Center Market: Analysis & Economic Impact Assessment Rochester, MN
• ONE Central, Mobility, Tourism and Economic Development Implications
Chicago, IL
• City of Chicago Department of Planning and Development: Development of Underwriting Guidelines Chicago, IL
• Kinzie Industrial Corridor Infrastructure Plan (Fulton Market Innovation District)
Chicago, IL
• Kentucky Economic Development Finance Agency Economic and Fiscal Impact Assessment State of Kentucky
LOCAL CONTEXT AND EXPERIENCE
The proposed team is also actively involved in a range of projects local to the Dallas-Fort Worth region
that account for the fiscal impacts of development and growth.
Denton County Transportation Authority (DCTA) Transportation Reinvestment
Program Study Denton, TX
AECOM, through its General Planning Consultancy (GPC) with DCTA was selected to advise the agency on a
program to allow for agency financial resources to be expended in partnership with member cities on transit-
supportive projects and programs. The team provided a peer analysis and a summary of federal funding
implications for a variety of revenue-sharing mechanisms as well as recommendations.
Arapaho Station: Richardson TOD Planning and Bus Transit Center Feasibility
Study Richardson, TX
AECOM is appointed by the City of Richardson to evaluate the feasibility of creating a better integrated rail
and bus station (DART) at Arapaho Station along with evaluating the TOD opportunity adjacent. The work
incorporates AECOM’s understanding of transit planning, station design, urban design, and real estate
economics. As part of this work, AECOM is assessing the market capacity for different land uses and suitable
joint development frameworks. Critical to this study is understanding the mechanisms available to
Richardson to catalyze their economic development strategies.
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The market-driven economic assessment examined a phased development absorption strategy for this innovative initiative to position Minnesota as a global medical destination.
The Destination Medical Center (DMC) in Rochester, Minnesota is an innovative economic development initiative to secure Minnesota’s status as a global medical destination now and in the future. Today’s competitive health care environment is driving a small number of select medical institutions to emerge as leaders in delivering the highest quality medical care and attracting patients and visitors from throughout the world. Mayo Clinic’s continued success in Minnesota depends on Rochester’s ability to sustain quality access, development, service and public infrastructure necessary to remain competitive with other destination medical centers in the US and abroad.
In 2010, Mayo Clinic began to investigate a bold strategic Destination Medical Center vision to be sure that Mayo Clinic will not simply survive, but thrive in the future. The vision for the DMC initiative is to transform Rochester into one of America’s model destination cities. The downtown will be an epicenter of the growth in development and services to create a vibrant, world-class destination community.
Beginning in 2014, AECOM was hired as part of a team of consultants to assist in the preparation of a master plan and market-driven economic development strategy for the DMC. Specifically, AECOM’s Economic practice was responsible for preparing the market analysis which examined various land uses within the proposed district and estimated what could be absorbed over the 20-year time frame of the DMC initiative. We also developed an extensive fiscal and economic impact assessment of the project.
A key component of the plan is Discovery Square, a proposed expansion of science, technology and entrepreneurial opportunities in Rochester. Mayo Clinic’s Science and Technology institutes will be expanded to host private research, technology and related businesses within a proposed one million-square-foot R&D space.
AECOM has been re-engaged by DMC in 2020 to update the fiscal and economic impact model which forms the basis of the DMC program.
Case studies of other research/technology centers were completed to understand how they developed, potential tenants, revenues and financial support.
The DMC will leverage $585 million in public funds to offset the costs of infrastructure of private development estimated at $6 billion. Once built, the various establishments are anticipated to generate considerable ongoing economic benefits throughout the region as well as enhancing resident, employee and visitor options for dining, entertainment, retail, culture and residences. AECOM’s team also prepared the potential economic and fiscal impacts of the project and reported outcomes in terms of total economic impact, potential jobs supported by the development and tax revenues that could be generated as a result of the DMC’s operations.
DESTINATION MEDICAL CENTER MARKET ANALYSIS & ECONOMIC IMPACT ASSESSMENT
Mayo Clinic, Hammes Company, Rochester, MN
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The Chicagoland Chamber of Commerce partnered with AECOM to study the policy implications and potential economic and transit benefits of a transformative development called ONE Central, which intends to unify the region’s transit systems and open a new front door to the city’s central business district, the Museum Campus, McCormick Place and Soldier Field.
The project proposes to deck over the Metra Electric District (MED) tracks that run parallel to Lake Shore Drive to make way for a mixed-use transit-oriented development with capacity for 20 million square feet of residential and commercial use.
The AECOM analysis placed recent Central Area development in context with a 40-year trend of accelerated downtown re-urbanization and investment going back to 1980, the result of which today is a Central Area that hosts in excess of 160,000 residents, 700,000 jobs and more than 50 million tourist visits within an eight-square mile area.
In context with rapid and sustained growth, the analysis found that future progress is threatened by emerging concerns in five key areas.
1. Metra and CTA stations and lines serving Downtown are increasingly at rush hour capacity, limiting transit access. While Metra and CTA are rightfully focused on state of good repair issues, conversations about future downtown transit capacity remain elusive.
2. The South Loop and Near South Side struggle with limited transit infrastructure, meaning that a larger share of trips still require a car. Resulting congestion remains a challenge, particularly during special events when parking becomes a constraint.
3. While the East Loop has benefited from significant residential and hotel development since 2000, corresponding decreases in office inventory appear connected with a reduction of 20,000 jobs which has eroded ridership on the MED, reduced transit access for South Side and South Suburban residents, and increased costs of commuting. In total, the share of downtown jobs held by all South Side commuters into downtown has eroded at the fastest rate of all suburbs since 2002.
4. The dramatic pace of Central Area development since 2000 has encouraged the absorption of more than 260 acres of vacant land. While the pace of development has been impressive, it is increasingly clear that the Central Area today now has a much smaller amount of vacant or otherwise easily developable land remaining. Over the next 20 years, land will increasingly be a constraint on downtown development.
5. The Field Museum, Adler Planetarium and Shedd Aquarium are world class institutions, but remain surprisingly disconnected and distant from downtown, lack proximate hotel room capacity and under-perform as a result.
An economic impact analysis framed the potential of the project to be transformative for the City, Region and State, linked with anticipated construction period spending estimated at roughly $19 billion, and operating period fiscal benefits to local and state units of government estimated at $120 billion over 40 years, leveraging benefits across social and economic pillars, including mobility and transit, civic, and community.
ONE CENTRAL TOD OPPORTUNITY ASSESSMENT
Chicagoland Chamber of Commerce, Chicago, IL
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Source: Landmark Development
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The City of Chicago (City) Department of Planning and
Development (DPD) is seeking a better approach to evaluating
requests for financial support from private development
projects. AECOM is currently helping the City develop
underwriting guidelines that will allow DPD to more consistently
evaluate third-party proposals. We are developing a robust
and easy to use system of geolocated market data combined
with a consistent pro forma model, to allow DPD staff to quickly
compare and contrast proposals across a common framework,
matching developer inputs to those queried from the proposed
database. An understanding of funding gap can be compared
with estimates of fiscal impact.
AECOM is developing a set of interconnected tools. The first is
a database of geolocated real estate data with a simplified front
end for easy querying and comparing of project data. This data
then flows into an underwriting model for flexible evaluation of
project performance, gap funding needs and the ability to com-
pare parallel data sources (i.e. DPD inputs vs. 3rd party provided
inputs).
Work Product Delivered
–Integrated Underwriting Pro Forma for Financial Incentive
Requests
Product Highlights
–Geolocated market data surveying tool
–Multi-asset class underwriting model with funding gap ID and incentive toggles
–Fiscal impact and equity metric estimates
–Project input/output tracking for improved dataset
DEVELOPMENT OF UNDERWRITING GUIDELINES
City of Chicago Department of Planning and Development, IL
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AECOM is working with the City of Chicago, Department
of Planning and Development, to determine potential
infrastructure and street character impacts related to current
private development proposals and future development
scenarios for this rapidly changing corridor west of the Loop
area.
Our team includes planning, urban design, real estate advisory
and engineering to identify long-term development trends and
prioritize specific improvements and solutions that can support
and encourage this growth. Specific development opportunity
sites were identified and evaluated for their development
potential as well as impacts on public infrastructure.
The final report includes maps, diagrams, building massings,
development projections and a robust database of
existing, planned and proposed infrastructure investments.
Infrastructure improvements are focused on the public realm
and street character with specific projects identified that can
be tied to various funding sources (TIF, city agency budgets,
Neighborhood Opportunity Fund, new Planned Developments,
etc).
RELEVANT FEATURES
−Corridor planning/land use and policy
−Redevelopment opportunities
−Urban design
−Market analysis/economic development
−Implementation, partnership opportunities and resources
−Infrastructure improvements
KINZIE INDUSTRIAL CORRIDOR INFRASTRUCTURE PLAN (FULTON MARKET INNOVATION DISTRICT)
City of Chicago, Department of Planning and Development, IL
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Between 2008 and 2016, AECOM Economics was engaged by the Kentucky Economic Development Finance Authority (KEDFA) as its independent consultant to evaluate applications submitted by local jurisdictions seeking State tax increment finance (TIF) funds for projects that meet requirements to access state incentives.
AECOM evaluated the feasibility of each project by examining the scope, location and tenant mix, as defined by the applicant. We analyzed the current market for each proposed component, including residential, retail, office, hotel and entertainment, by looking at national, regional and local trends. Data related to local economic activity, demographics, and real estate was considered. Often, analysis of similar developments was used to examine performance over time, as was done with our analysis for the proposed University of Louisville Research Park. We then estimate revenues out over the life of the TIF, either 20 or 30 years.
The focus of the analysis was to determine what share of the revenues generated would be new to the Commonwealth. There were three ways to generate new revenues for Kentucky:
−Increase non-resident spending
−Recapture Kentucky spending leaving the state
−Entice residents to spend more money than they currently do.
The analysis also accounted for transfer spending and current operations on the site which are subtracted from the new impacts resulting in net new revenue in the Commonwealth of Kentucky.
Based on identified net new revenues, we estimated the net new economic and fiscal impacts attributable to the State of Kentucky, using the IMPLAN input-output model. By focusing only on the net new revenues and associated fiscal impacts, the TIF captures the incremental change in fiscal impact without taking revenue away from the General Fund. The state tax revenues generated from property, corporate income, individual income and sales taxes are eligible for TIF to offset the costs of qualified public infrastructure on the site.
TIF applications we have evaluated include:
−Distillery District Mixed-Use TIF, Lexington
−Phoenix Park/Courthouse Signature TIF, Lexington
−Manhattan Harbour, Signature TIF, Dayton
−ShowProp Lexington Mixed-Use Redevelopment TIF,
Lexington
−Red Mile Mixed-Use Redevelopment TIF, Lexington
−Georgetown Events and Commerce Center Signature TIF, Georgetown
−University of Louisville Research Park Signature TIF,
Louisville
−Oak Grove Village at Fort Campbell Signature TIF, Oak Grove
−Hotel NULU TIF, Louisville
−Gateway Commons TIF, Owensboro
−Downtown Owensboro TIF, Owensboro
ECONOMIC AND FISCAL IMPACT ASSESSMENT
Kentucky Cabinet for Economic Development, KY
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5. Understanding of Assignment,
Approach and Scope of Services
UNDERSTANDING OF ASSIGNMENT
The City of Denton has benefited from growth
unfolding across the larger Metroplex. As such,
the City has sustained strong annual population
growth over the last two decades and today
houses over 141,000 residents, a nearly three
quarters increase from 2000. Regarding
employment Pre-Covid, between 2008-2019,
Denton maintained unemployment rates lower
than national and state trends.
Since FY2010-2011 we understand that the City
has seen the following General and Utility Fund
trends:
Strong growth in tax base. The City’s certified
assessed value has annually increased on
average by more than $700M due to new
development and increases in existing property
value. The last three fiscal years have specifically
seen annual growth of over $1BN. With such tax
base increases, we understand Denton began
reducing its historically consistent tax rate in
FY2017 with the FY2019-2020 budgeting another
2.4% rate reduction.
Slowing sales tax growth. While sales tax
collections increased over 65% between FY2011
and FY2019, annual growth in sales tax
collections have slowed since nearly decade high
annual growth (12.9%) in FY2017.
The General Fund continues to rely
predominately on Ad Valorem and sales taxes.
Ad Valorem and sales tax collections account for
67% of the FY2019-2020 General Fund budgeted
revenues. However, over the last decade the
General Fund has seen a shift in revenue share.
Sales tax is gaining share and Ad Valorem taxes
slightly decreasing.
The City’s personnel expenditures will continue
to grow in order to stay regionally competitive.
General Fund expenditures for personnel have
increased 4% annually to sustain annual salary
increases in addition to model personnel
additions. The City of Denton’s General Fund
supported FTE has grown from 759 in FY2011 to
839 in the FY2019-2020 budget (compound
annual growth of 1.1%).
Growth in development, employment, and
residents increases demand for utility services.
The individual utility funds (electric, water,
wastewater, solid waste) have seen an average
annual growth in revenues and expenses of nearly
6% since FY2011.
Much of the recent property tax base, sales tax
growth, as well as increases in the utility funds has
been fueled by growth in commercial and
residential construction. The last three fiscal
years brought in over 1,500 permits annually with
an average estimated value of $525M.
Through our active and past work in the market,
our team understands that impactful
development has already occurred within Denton
over the last several years. From the Rayzor
Ranch’s 500,000 square feet of mixed-use
commercial space, to the 70,000 square foot
Convention Center and 318-key Embassy Suites,
to the $6.3M airport expansion, the Fall 2019
opening of North Central Texas College’s new
downtown Denton Campus, and the success of
the coworking and entrepreneurial incubator:
Stoke, Denton has seen wide ranging economic
development activity.
Residential construction has also sustained a
long-term growth trend. Over the last twenty
years, Denton added over 7,000 new multi-family
units which 36% of Denton’s current multi-family
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inventory. The 2020s are on track to possibly
outpace residential construction of the preceding
decades as multi-family 1,150 units are already
under construction.
To continue facilitating impactful development,
the City’s Comprehensive Plan, Denton 2030, has
identified infrastructure and utility policy aimed at
prioritizing fiscal and environmental sustainability
of services such as energy, water, wastewater,
solid waste and recycling to ensure Denton has
the long-term capacity to sustain residential and
economic growth.
In addition to city policy, our research reinforces
insights about real estate implications in a post
COVID19 world.
Online Retail Sales Gaining Share of Total: While
total retail sales contracted between Q1 and Q2
2020, U.S. e-commerce sales increased by 45%
over the same period which points to a dramatic
shift in American’s spending habits as a result of
COVID19. Changing retail spending patterns will
have direct bearing on demand for brick-and-
mortar retail in Denton.
Urbanization: COVID19 has altered housing
trajectories, as evidenced by “Realtor.com’s
Market Hotness rankings for May. These rankings
indicate that out of nearly 20,000 ZIP Codes
nationwide, rural and suburban ZIP codes are
trending upwards while urban ZIP codes are
trending downward. Only time will tell if this trend
proves temporary or structural in framing future
housing demand in Denton.
Rise in Remote Working: With COVID19, the
need for remote work has grown. It remains to be
seen if current trends prove temporary or
structural. In our experience, long term trends
related to remote work also correlate with
household access to transit, childcare, and
assumptions for square feet per office employee,
For Denton, there is an expectation that the
community could see an increase in office
employment as companies react to COVID19 and
consider lower density environments.
In order to sustain fiscally responsible economic
development momentum, we understand that the
City is seeking a qualified consultant with a two-
fold desire: identify the net fiscal impact of site-
specific developments and understand the long-
term fiscal resiliency of the City’s General & Utility
Funds in the face of circumstances as such as
build out, economic slowdown, or other COVID19
impacts. AECOM can meet this need by
developing a tool that will estimate the municipal
costs and benefits of site-specific developments
enabling the public decision-making process to
be grounded in consistent quantitative analysis
be it for development reviews, rezoning, or
comprehensive plan adjustments. As such, this
will aim to ensure Denton can make informed
decisions that are in the best interest of the city
and its residents in the near and long-term.
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PROJECT APPROACH AND KEY
SUCCESS FACTORS
AECOM’s approach to this assignment is
differentiated by several key factors:
Ability to Leverage Not Only Industry
Reputation, But Local Experience: The project
team will be supported by AECOM’s Dallas-based
planning team that has local knowledge from their
firsthand experience working in Denton and the
Dallas-Fort Worth region. These resources will
bring an understanding of local drivers to the
project team from the onset.
Integrated, Multidisciplinary Approach with a
Wide range of Technical Expertise: Our team
leverages AECOM’s national economic advisory
specialty with experience in fiscal impact analyses
and real estate development strategy. AECOM’s
approach is supported by a technical breadth and
depth in transportation and utilities planning,
allowing our team to think creatively and
collaboratively in a way unmatched by most other
firms.
Experienced in creating robust tools that meet
project-specific needs: We are skilled in
developing robust economic and fiscal impact
tools catered to a municipalities’ specific
conditions and analytical needs. These dynamic
tools are not only user friendly, but easily updated
with the most-timely data to ensure analytical
relevancy. Such tools ensure consistency in the
evaluation and decision-making process and
strive to frame implications of development within
the larger impacts on the City.
SCOPE OF WORK
Our proposed scope of work intends to provide
clear guidance on the following questions posed
by the City of Denton:
• How do site-specific land uses decisions and
therefore land development potential impact
a project’s net fiscal benefit to the city of
Denton?
• What are the comprehensive long-term
municipal fiscal implications of development
projects in terms of both sales and property
tax revenue potential, but also the anticipated
revenues and cost of city-provided services
such as utilities needed to support the
development?
• What are the barriers to investment and what
can the City do to sustain desired growth?
• What are the impacts of development efforts
to the city’s fiscal sustainability as the City
reaches build out?
• What are the city’s vulnerabilities to fiscal
resiliency if there is a slowing in the economy?
• How can the City best leverage a tool that
allows for site specific fiscal impact evaluation
while also aiding in the understanding of long
term city-wide financial sustainability to plan
for financial resiliency?
Responses to these questions sit at the core of
our proposed scope of work, which are broken
down into three phases of work mirroring your
request for proposals.
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Phase 1. Baseline Analysis
Task 1. Project Initiation and Logistics
AECOM will initiate a video conference workshop
with the Client to discuss:
•Team introductions, establishing roles and
specific points of contact for the on-going
work, etc.
•Schedule weekly standing check-ins
•Client goals and vision for the analysis
•Identification of stakeholders for interviews,
planned for Task 2.
•Identification and discussion of previous
project plans, studies, etc., and related
documents and data, including the current
comprehensive plan.
•Confirm deadlines, deliverables, scope of
work, and project schedule
Timing: Month 1
Deliverables: Final workplan with project
schedule and timeline
Task 2. Stakeholder Engagement
As local data and assumptions may come from a
variety of sources, including the City, Denton
County, Denton Independent School District,
North Central Texas Council of Governments, the
Texas Department of Transportation, and
individual service providers, the team would like
to conduct one-on-one stakeholder interviews
with each taxing body and key interests attached
to this effort. The goal of these interviews will be
to understand broad economic challenges and
opportunities, as well as, the data needed and
available for analysis and integration into the
fiscal impact tool. Follow-up discussions in future
tasks may be needed to review data and trends
resulting from the analysis phase.
Timing: Month 1-3
Deliverables: Summary of stakeholder insights
to shape model development, aligned with
identified data needs
Task 3. Define Model Parameters / Objectives
AECOM will collaborate with City staff to define
the universe of fiscal impacts to be modeled in
the tool. Based on experience, the tool will need
to be driven by four base types of information:
•Demographic / economic growth metrics
possibly including population, employment,
occupied office / retail square footage, and /
or new construction permits.
•Changes in City revenues across sales taxes,
ad valorem, and other revenues.
•City operating performance metrics which
have bearing on the general fund, possibly
including employment and wages by
department preferably key performance
indicators that align with the city’s budgeting
process.
•Changes in planning-level costs and revenues
for a defined set of city services connected to
the general fund and city-provided utilities.
As part of Task 3 we will need to confirm:
•Which local units of government beyond the
City are impacted by general fund operations.
•Should the Tool also estimate indirect and
induced impacts of new development,
including indirect fiscal benefits.
The core goal of Tasks 1-3 is the establishment of
a framework for the fiscal impact tool based on
the city’s guidance.
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Timing: Month 2
Deliverables: Summary of model parameters,
data request supporting parameters, draft tool
framework
Task 4. Data Collection & Document Review
At the onset of Task 4, the team will have a clear
understanding of the parameters with which the
tool will be developed, and a refined
understanding of data needed to support the tool.
In order to stay on schedule, data collection
efforts will begin in tandem with Task 2. The team
will work with City staff to gather relevant financial
data, understand the format available, and ease of
future updating in order to ensure reporting
consistency. The team will review the City’s most
recent and up to 10-years of historic
Comprehensive Annual Financial Reports,
property assessment, and tax rate structures by
taxing body in addition to any other necessary
documents identified such as the Denton Plan
2030.
The development of a GIS database is also critical
to collect relevant economic, demographic, and
real estate data for the site-specific and city-wide
analysis. Demographic data will be aggregated
using US Census Bureau products while real
estate data will include city layers such as land
use, zoning, any specific planning or taxing
districts. The spatial database should also include
parcel-level real estate record information
including parcel number, owner name and
address, land and improvement assessed value,
tax bill amount, land square footage, building
square footage, land use, as well as information
on recent property transactions. This information
will be leveraged in future tasks with regards to
analysis and model development.
Timing: Month 1-3
Deliverables: Data inventory status report,
including a finalized GIS city database
Task 5. Fiscal, Economic & Demographic
Context
The team will analyze economic and demographic
trajectories to understand city-wide trends
surrounding the following:
• Demographics,
• City General Fund
• Taxing Jurisdictions Rate, Revenue, and
Expenses
• City Services (including utilities) Revenues
and Expenses
• City-wide tax base and property valuation
The team will evaluate the city’s fiscal,
demographic, and real estate trends to properly
frame the unfolding local real estate and city fiscal
dynamics as well as, establish the tool’s baseline
condition with which to project forward. The
trends analysis and baseline condition
confirmation will be summarized and presented
for client review.
Timing: Month 2-3
Deliverables: Data analysis status report:
summary of demographic, real estate and city
fiscal trends along with identification of key
baseline figures and performance metrics.
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Phase 2. Fiscal Impact Tool
Development
Task 6. Assumption Confirmation
Building on the parameters and objectives
established in Task 3, the team will determine the
meaningful inputs and assumptions to be built
into the tool and garner City approval of costing
and impact estimate approaches.
The model can use EMSI multipliers as a proxy for
indirect and induced development impacts in
terms of jobs, GRP, and wages earned from
development outcomes. If desired, these
multipliers can generate not only initial impacts
from development, but also direct, indirect and
induced outcomes.
The team will leverage our national expertise and
local Denton/ Dallas-Fort Worth experience to
determine appropriate planning-level cost
estimate assumptions with regards to city funded
services (i.e. transportation, water, electric, solid
waste etc.) and confirm them with the City.
Timing: Month 3
Deliverables: Summary of methodology and
baseline condition
Task 7. Draft Model Development
The team will transition from parameter,
assumption, and data confirmation to the iterative
tool development process. The parameters and
data defined in the previous tasks will ensure the
design of an Excel-based model with an interface
that is user friendly and easily updated (i.e. data
on assessment rates, tax rates and growth trend
assumptions, current year property taxes by
parcel, etc.). The model will pull in parcel-level
information such as current property taxes and
assessed values. Based on the development’s
specific metrics (i.e. square footage and
construction value) by use type, the tool will
estimate the financial benefit and cost to
Denton’s General Fund and Utility Funds based on
the planning level cost estimates previously
established. Consistent client reviews will be
necessary to garner timely input. A preliminary
draft will be circulated to the city to test that tool
fits their needs of site-specific inputs that
generates a net city fiscal impact analysis.
In order to perform acceptance testing on the
model, AECOM will request either sample past
projects or develop hypothetical concepts. We
would expect to use up to four sample projects to
validate that the model is working properly and
compare against past fiscal impact estimates.
In addition, the team will work with the City to
define key performance metrics necessary in
Planning and Zoning and City Council’s decision-
making process (i.e. Property tax PSF, or service
per capita etc.). These metrics will be built into the
tool’s summary function.
Timing: Months 3-5
Deliverables: Preliminary Draft Tool for client
review and key metrics outline
Task 8. Model Refinements
After client review and input on the preliminary
draft, the team will refine the tool according to
client feedback. Upon completion of model
refinements, AECOM will circulate the refined
draft tool to the City for final comments.
In addition, the team will establish with the city the
most effective summary tables, charts and
graphics to articulate the analysis for Planning
and Zoning and City Council presentations.
Summary tables and graphs will be built into the
model to ensure presentation consistency.
Timing: Months 5-6
Deliverables: Final Draft Fiscal Impact Tool and
sample analytical graphics for presentations
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FIGURE 1. MOCKUP OF ASSUMPTION SHEET AND PROJECT SUMMARY FOR PROPOSED FISCAL IMPACT MODEL
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Phase 3. Impact Tool Training
Task 9. Handover of Product and Training
AECOM will host up to three teleconference
training sessions (expected to run up to 2 hours).
The goal of these workshops is to provide an
overview of the tool, provide a chance for
questions by the City and a live demonstrate on
how to analyze the outputs, and update the
supporting data. Workshops can be broken up by
topic or department expected to utilize the tool.
AECOM will develop necessary training materials
such as presentations. In addition, the team will
develop a draft tool guide for client review.
Timing: Month 6
Deliverables: Final Fiscal Impact Tool, Supporting
Data, and Training Materials
Task 10. Strategies, Presentations, &
Educational Toolkit
If requested, the team will develop a presentation
describing the methodology and development
impact results generated by the tool to be
presented to the Planning and Zoning
Commission as well as City Council to facilitate
broader city understanding of the information
these bodies will be receiving in the future. It is
recommended that a presentation of such kind
occur concurrently during task 5 -8 to ensure
adequate time to make refinements to materials
structured in the model pending Planning and
Zoning Commission and City Council feedback.
As an extension of the tool training workshops,
and leveraging city staff input, the team will
develop a final report/tool guide to support fiscal
impact analyses in the future. While the precise
nature of this final report/guide will evolve based
on how the effort proceeds, in general, we would
expect the following topics for documentation:
1. City Demographic, Real Estate and Economic (General Fund) trends analysis summary
2. Fiscal analysis methodology
3. Tool assumptions and baseline conditions
4. Site-specific inputs guide and definitions
5. Model output definition and analysis guide
6. Directions on how to update data
7. Data sources documentation
AECOM will work with the City to craft the final
deliverables.
Timing: Month 5-6
Deliverables: Final report outlining methodology
& tool guide, presentations (if requested), and
supporting documentation/ training materials
Optional Additional Add-ons
Developer/City Comparative Real Estate
Financial Model
AECOM has the technical expertise to develop an
underwriting model. The intent of this tool will first
be to understand site-specific land economics
from a developer perspective, incorporating
assumptions for likely development typologies
(housing, office and retail space, parking, etc.), on-
site private infrastructure costs, vertical
development costs and other soft costs, to
evaluate if proposed projects can achieve
minimum return on investment requirements.
AECOM will work with the City to evaluate all
potential scenarios the staff would like to address.
The model will return before and after incentive
metrics that the City can use as a basis for any
project support package or negotiations.
The model will produce a summary of the project
and demonstrate the financial impacts of different
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incentives. Another feature expected would be
the ability to compare side by side sets of
assumptions to allow for easy evaluation of a
developer’s proposed inputs and comparative
City inputs for sensitivity analyses (see figure 2).
When combined, the financial and fiscal
assessments are intended to clarify the extent of
the project’s preliminary financial returns to the
private and public sectors, in addition to likely
public sector costs.
FIGURE 2. MOCKUP OF SIDE-BY-SIDE REAL ESTATE TAX IMPACT COMPARISON DEVELOPER VS CITY
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6.References
In addition to the qualifications outlined in Section 4 of this response, the following references have been
provided.
One Central Station Chicago, Illinois
Recent AECOM study, beginning in 2018, for the
Chicagoland Chamber of Commerce focused on the
impact of a multi-modal station and large-scale TOD in
downtown Chicago. The study estimated 40-year
economic benefits of the proposed mixed-use program,
which would be anchored by a large transit station, and
support development of about 20 million square feet of
residential and commercial development.
https://www.chicagolandchamber.org/News/TabId/112/ArtMID/674/ArticleID/7445/Chicagoland-Chamber-of-
Commerce-Study-Projects-120-Billion-in-New-Tax-Revenues-Other-Public-Benefits-of-ONE-Central.aspx
Destination Medical Center, Economic & Fiscal Impact Model,
Rochester, MN
Beginning in 2014, AECOM was hired as part of a team of
consultants to assist in the preparation of a master plan and
market-driven economic development strategy for the DMC,
AECOM was responsible for preparing the market analysis
examining various land uses within the proposed district and
estimate what could be absorbed over the 20-year time frame of
the DMC initiative. We developed an extensive fiscal and
economic impact assessment spanning the 20-year development program which we were rehired in 2020 to
update and analyze the impacts of a realized Phase 1 of development.
https://dmc.mn/press-room/#devPlan
Economic & Fiscal Impact Assessment, Kentucky
Cabinet for Economic Development (KEDFA)
State of Kentucky
Between 2008 and 2016, AECOM Economics was engaged by the
Kentucky Economic Development Finance Authority (KEDFA) as its
independent consultant to evaluate applications submitted by local
jurisdictions seeking State tax increment finance (TIF) funds.
AECOM evaluated the feasibility of each project by looking at
national, regional and local trends related to economic activity,
demographics, and real estate to estimate revenues
out over the life of the TIF, either 20 or 30 years.
Reference: Joey Mak Vice President – Programs Chicagoland Chamber of Commerce The Wrigley Building
410 North Michigan Avenue, Suite 900, Chicago, IL 60611
(312) 494-6723jmak@chicagolandchamber.org
Reference: Cody Pogalz Administrative Coordinator Destination Medical Center Economic Development Agency
195 S. Broadway, Rochester, MN 55904 (507) 216-0997 codypogalz@dmceda.org
Reference: Kimberly Gester Research Analyst, Formerly Kentucky Cabinet for Economic Development
Kentucky Center for Statistics (KYSTATS) / Kentucky Education and Workforce Development Cabinet
(502) 782- 3066Kimberly.Gester@ky.gov
https://kystats.ky.gov/
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7. Schedule & Cost
The AECOM team proposes to complete this proposed effort within six months of project inception. Project
timing is also dependent on the time taken by the client to review interim deliverables and provide feedback.
The following estimated budget is based on our interpretation of your request for proposals. ODC is
negotiable as the team is willing to consider travel under certain circumstances.
Project Budget
Task Description Timing Hours Budget
PHASE 1 BASELINE ANALYSIS
Task 1 Project Initiation and Logistics Month 1 8 $1,000
Task 2 Stakeholder Engagement Month 1-3 35 $5,300
Task 3 Define Model Parameters / Objectives Month 2 40 $5,300
Task 4 Data Collection & Document Review Month 1-3 80 $10,200
Task 5 Fiscal, Economic & Demographic Context Month 2-3 80 $10,200
Sub-Total 243 $32,000
PHASE 2 FISCAL IMPACT TOOL DEVELOPMENT
Task 6 Assumption Confirmation Month 3 40 $5,400
Task 7 Draft Model Development Month 3-5 200 $30,100
Task 8 Model Refinements Month 5-6 80 $10,200
Sub-Total 320 $45,700
PHASE 3 FISCAL IMPACT TOOL TRANSFER & TRAINING
Task 9 Handover of Product and Training Month 6 80 $10,200
Task 10 Strategies, Presentations, & Educational Toolkit Month 5-6 80 $9,600
Sub-Total 160 $19,800
Sub-Total Professional Time 723 $97,500
ODC / Travel - (Optional)$1,000
TOTAL PROJECT COST $98,500
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8. Appendix
The subsequent pages contain the compliance documents to be submitted by Proposers:
A. Five-Year Litigation History
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Appendix A – Five-year Litigation
History
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AECOM Technical Services, Inc. – Litigation History (5 Years)
AECOM Technical Services, Inc. (“ATS”) is a large design, engineering, planning and related professional services
company that executes thousands of projects annually. As with any large services company, from time to time, ATS
is involved in claims and litigation, many of which involve third party personal injury and property damage claims.
However, we strive to avoid litigation and have a risk management program in place that includes early recognition of
situations that might give rise to a claim, open lines of communication and proactive dispute resolution.
Upon knowledge and belief, formed after reasonable inquiry, ATS has been involved in the disclosed litigation over
the past five (5) years related to the performance of professional engineering, design, and construction services in the
U.S. None of our current claims could reasonably be expected to have a material adverse effect on ATS or its ability
to perform under the contract contemplated by the proposal. If you require additional information, please contact
Michael Klerer, Region Chief Counsel, DCS Americas, at michael.klerer@aecom.com
Claimant Name &
Case Number
Date Filed & Venue Status Claim Description
Bizzack Construction, LLC v.
AECOM Technical Services,
Inc. et al.
Case No. 5:20-cv-00084-KKC
February 13, 2020
U.S. District Court
Eastern District of
Kentucky
Pending Contractor claims additional costs
alleged to arise from errors in design of
a bridge.
AECOM Technical Services,
Inc. v. Flatiron | AECOM LLC
Case No. 1:19-CV-02811-WJM-
KLM
October 2, 2019
District of Colorado
Pending Contract and professional negligence
dispute.
SJTA v. Sambe v. AECOM et
al.
Case No. ATL-L-001012-18
September 4, 2019
Superior Court of New
Jersey, Atlantic County
Pending AECOM was the designer of record for
the Atlantic City International Airport
Aircraft Rescue and Firefighting
Station. The building is a two story
40,000 square foot building. SJTA,
AECOM’s client, has sued Sambe
Construction, the construction
contractor, and in turn Sambe has
sued all contractors and designers on
the project. Allegations in the
compliant pertain to leak activities and
claims related to the HVAC system.
County of San Bernardino v.
Skanska USA Civil West, et al.
Case No. CIVDS1913509
May 29, 2019
Superior Court of San
Bernardino County,
California
Pending Complaint alleging defective and non-
conforming work which resulted in
construction related issues on a
railroad grade separation project in
Devore, San Bernardino County.
LM Heavy Civil Construction,
LLC v. Port of Palm Beach
District
Case No. 50217CA005376
May 10, 2019
Palm Beach County,
Florida
Pending Port received claim from its contractor
alleging delays and disruptions due to
errors in design. Port denies the
contractor’s allegations but to the
extent it if found liable alleges that
AECOM should be liable.
Shop-A-Minit Markets Family
Partnership v. 7-11, Inc., Antea
Group, AECOM, Enviroprobe
Integrated Solutions, Inc.
Case No. 19-C-251
March 19, 2019
Circuit Court of
Kanawha County, West
Virginia
Pending Plaintiff alleges damages incurred to
property during the removal of an
underground gas storage tank on the
property.
City of Denton, Texas Development Fiscal Impact for Development Services
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Bilmar Limited Partnership v. 7-
11, Inc., Antea Group, AECOM,
Kevin Booten, Enviroprobe
Integrated Solutions, Inc.
Case No. 19-C-249
March 19, 2019
Circuit Court of
Kanawha County, West
Virginia
Pending Plaintiff alleges damages incurred to
property during the removal of an
underground gas storage tank on the
property.
JH Kelly, LLC v. AECOM
Technical Services, Inc.
Case No. 192600
January 29, 2019
Shasta County
Superior Court,
California
Pending Claims for cost overruns and delays
arising out of a EPC project to replace
compressor station on PG&E’s gas
transmission line.
Slade Jordan & JWS
Restoration v. AECOM
Technical Services, Inc.
Case No. 19963
October 26, 2018
District Court, Nolan
County, Texas
Dismissed
July 2019
Multi-plaintiff PBC exposure case
related to a remediation project at an
abandoned refinery in West Texas
owned by Anadarko Petroleum
Corporation. Anadarko hired ATS to
serve as "Compliance Supervisor" to
design, engineer, implement and
supervise compliance with safety
standards.
Shop-A-Minit Markets Family
Partnership v. 7-11 Inc., Antea
Group, AECOM, Kevin Booten,
Enviroprobe Integrated
Solutions, Inc.
Case No. 18-C-1113
August 31, 2018
Circuit Court of
Kanawha County, West
Virginia
Pending Plaintiff alleges damages incurred to
property during the removal of an
underground gas storage tank on the
property.
Central Texas Highway
Constructors, LLC v. AECOM
Technical Services, Inc.
Case No. 23881/MK
August 18, 2018
International Court of
Arbitration
Pending Professional negligence and breach of
contract dispute arising from design
services on a transportation project.
East Kentucky Power
Cooperative v. AECOM
Technical Services, Inc.
Case No. 5:18-cv-00437-JMH
June 7, 2018
E.D. Kentucky
Pending East Kentucky Power Cooperative
alleges that ATS did not design an
external haul road used to access the
bottom of EKPC’s Spurlock Station
coal ash landfill in Maysville, Kentucky
in accordance with the parties’ contract
or professional standards. ATS
disputes EKPC’s allegations and
contends that ATS acted consistent
with the applicable industry standard of
care and scope of work authorized by
EKPC.
Clark Bros. Inc. (CBI) v.
Gierlich-Mitchel Inc. (GMI) v.
AECOM (Cross-defendant
AECOM)
Case No. 17CECG00503
April 12, 2017
Fresno County
Superior Court,
California
Settled
September
2018
Contractor on municipal sewer lift
station project filed suit against pump
manufacturer and its representative,
alleging pumps were defective or did
not meet published specifications.
Mfr.’s representative filed cross-claims
against ATS alleging negligence. ATS
provided design services on the
project.
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David Dewayne Stowe, Sr. et
al., v. Donald Slade Jordan, et
al.
Case No. 44771
October 10, 2016
5th Judicial District
Court, Parish of
Richland, Louisiana
Dismissed
July 2019
Multi-plaintiff PCB exposure case
related to a remediation project at an
abandoned refinery in West Texas
owned by Anadarko Petroleum.
Anadarko hired ATS to serve as
"Compliance Supervisor" to design,
engineer, implement and supervise
compliance with safety standards.
Green Bay Metropolitan
Sewerage District v. PTS
Contractors, et al (including
AECOM Technical Services,
Inc.)
Case No. 16CV449
March 29, 2016
Brown County Circuit
Court, Wisconsin
Settled
March 2019
Fox River Fiber and Green Bay
Metropolitan Sewerage District filed
separate suits asserting breach of
contract and negligence claims against
AECOM Technical Services, Inc. ATS
provided design and construction
inspection services. The claims arise
from a force main failure (leak)
allegedly caused by corroded bolts.
Fox River Fiber v. AECOM, et
al. / Green Bay Metropolitan
Sewerage District v. M.P.
Nexlevel, LLC, AECOM
Technical Services, Inc., et al.
Case No. 15CV1742
Green Bay Metropolitan
Sewerage District v. M.P.
Nexlevel, LLC, AECOM
Technical Services, Inc., et al.
Case No. 16CV2
December 28, 2015
Brown County Circuit
Court, Wisconsin
January 4, 2016
Brown County Circuit
Court, Wisconsin
Settled
October 2019
Green Bay Metropolitan Sewerage
District filed suit against AECOM
Technical Services, Inc. asserting
breach of contract. ATS provided
design and construction inspection
services. The claim arises from the
discovery of corroded force main bolts,
which GBMSD claims could create the
risk of leakage of wastewater.
The Association of Apartment
Owners of the Hawaii Kai
Peninsula and Board of
Directors of the Association of
Apartment Owners of the
Hawaii Kai Peninsula, etc., v.
Peninsula Hawaii Kai, LLC et
al., including AECOM
Technology Corporation
Case No. 101175108JHC
December 28, 2015
Circuit Court of the
First Circuit, State of
Hawaii
Settled
August 2017
Complaint against multiple parties
alleging negligence and breach of
implied warranty in connection with the
construction of a condominium project
known as the Hawaii Kai Peninsula.
The Connecticut Light & Power
Company dba Eversource
Energy v. Joken Development
Corporation, et al., incl. AECOM
Technical Services, Inc.
Case No. UWY-CV-15-
6027719-S
July 1, 2015
Superior Court of
Connecticut Judicial
District at Waterbury
Settled
July 2018
Claim for damages to electrical
facilities related to the contractor’s
(Joken) excavation services. AECOM
is tendering its defense to the
contractor.
*The above table was comprised from identifiable and retrievable corporate records for AECOM Technical Services, Inc. and excludes (i)
claims involving personal injury and property damage claims not otherwise connected with the claims identified, (ii) employment-related
matters, and (iii) subsidiaries and affiliates of AECOM Technical Services, Inc.
May 18, 2020
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City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 14 of 21
Exhibit C
CITY OF DENTON
INSURANCE REQUIREMENTS FOR CONTRACTORS
Bidder’s attention is directed to the insurance requirements below. It is highly recommended
that bidders confer with their respective insurance carriers or brokers to determine in advance
of Bid submission the availability of insurance certificates and endorsements as prescribed
and provided herein. If an apparent low bidder fails to comply strictly with the insurance
requirements, that bidder may be disqualified from award of the contract. Upon bid award, all
insurance requirements shall become contractual obligations, which the successful bidder
shall have a duty to maintain throughout the course of this contract.
STANDARD PROVISIONS:
Without limiting any of the other obligations or liabilities of the Contractor, the Contractor shall
provide and maintain until the contracted work has been completed and accepted by the City of
Denton, Owner, the minimum insurance coverage as indicated hereinafter.
As soon as practicable after notification of bid award, Contractor shall file with the Purchasing
Department satisfactory certificates of insurance, containing the bid number and title of the
project. Contractor may, upon written request to the Purchasing Department, ask for
clarification of any insurance requirements at any time; however, Contractors are strongly
advised to make such requests prior to bid opening, since the insurance requirements may not be
modified or waived after bid opening unless a written exception has been submitted with the bid.
Contractor shall not commence any work or deliver any material until he or she receives
notification that the contract has been accepted, approved, and signed by the City of Denton.
All insurance policies proposed or obtained in satisfaction of these requirements shall comply
with the following general specifications, and shall be maintained in compliance with these
general specifications throughout the duration of the Contract, or longer, if so noted:
• Each policy shall be issued by a company authorized to do business in the State of
Texas with an A.M. Best Company rating of at least A- VII or better.
• Any deductibles or self-insured retentions shall be declared in the bid proposal. If
requested by the City, the insurer shall reduce or eliminate such deductibles or
self-insured retentions with respect to the City, its officials, agents, employees and
volunteers; or, the contractor shall procure a bond guaranteeing payment of losses and
related investigations, claim administration and defense expenses.
• Liability policies shall be endorsed to provide the following:
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 15 of 21
• Name as additional insured the City of Denton, its Officials, Agents,
Employees and volunteers.
• That such insurance is primary to any other insurance available to the
additional insured with respect to claims covered under the policy and that this
insurance applies separately to each insured against whom claim is made or
suit is brought. The inclusion of more than one insured shall not operate to
increase the insurer’s limit of liability.
• Provide a Waiver of Subrogation in favor of the City of Denton, its officials,
agents, employees, and volunteers.
• Cancellation: City requires 30 day written notice should any of the policies
described on the certificate be cancelled before the expiration date.
• Should any of the required insurance be provided under a claims-made form,
Contractor shall maintain such coverage continuously throughout the term of
this contract and, without lapse, for a period of three years beyond the contract
expiration, such that occurrences arising during the contract term which give
rise to claims made after expiration of the contract shall be covered.
• Should any of the required insurance be provided under a form of coverage that
includes a general annual aggregate limit providing for claims investigation or
legal defense costs to be included in the general annual aggregate limit, the
Contractor shall either double the occurrence limits or obtain Owners and
Contractors Protective Liability Insurance.
• Should any required insurance lapse during the contract term, requests for
payments originating after such lapse shall not be processed until the City
receives satisfactory evidence of reinstated coverage as required by this
contract, effective as of the lapse date. If insurance is not reinstated, City may,
at its sole option, terminate this agreement effective on the date of the lapse.
SPECIFIC ADDITIONAL INSURANCE REQUIREMENTS:
All insurance policies proposed or obtained in satisfaction of this Contract shall additionally
comply with the following marked specifications, and shall be maintained in compliance with
these additional specifications throughout the duration of the Contract, or longer, if so noted:
[X ] A. General Liability Insurance:
General Liability insurance with combined single limits of not less than
$1,000,000.00 shall be provided and maintained by the Contractor. The policy shall
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 16 of 21
be written on an occurrence basis either in a single policy or in a combination of
underlying and umbrella or excess policies.
If the Commercial General Liability form (ISO Form CG 0001 current edition) is
used:
• Coverage A shall include premises, operations, products, and completed
operations, independent contractors, contractual liability covering this
contract and broad form property damage coverage.
• Coverage B shall include personal injury.
• Coverage C, medical payments, is not required.
If the Comprehensive General Liability form (ISO Form GL 0002 Current Edition
and ISO Form GL 0404) is used, it shall include at least:
• Bodily injury and Property Damage Liability for premises, operations,
products and completed operations, independent contractors and property
damage resulting from explosion, collapse or underground (XCU)
exposures.
• Broad form contractual liability (preferably by endorsement) covering this
contract, personal injury liability and broad form property damage liability.
[X] Automobile Liability Insurance:
Contractor shall provide Commercial Automobile Liability insurance with Combined
Single Limits (CSL) of not less than $500,000.00 either in a single policy or in a
combination of basic and umbrella or excess policies. The policy will include bodily
injury and property damage liability arising out of the operation, maintenance and use of
all automobiles and mobile equipment used in conjunction with this contract.
Satisfaction of the above requirement shall be in the form of a policy endorsement for:
• any auto, or
• all owned, hired and non-owned autos.
[X] Workers’ Compensation Insurance
Contractor shall purchase and maintain Worker’s Compensation insurance which, in
addition to meeting the minimum statutory requirements for issuance of such insurance,
has Employer’s Liability limits of at least $100,000 for each accident, $100,000 per each
employee, and a $500,000 policy limit for occupational disease. The City need not be
named as an “Additional Insured” but the insurer shall agree to waive all rights of
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 17 of 21
subrogation against the City, its officials, agents, employees and volunteers for any work
performed for the City by the Named Insured. For building or construction projects, the
Contractor shall comply with the provisions of Attachment 1 in accordance with
§406.096 of the Texas Labor Code and rule 28TAC 110.110 of the Texas Worker’s
Compensation Commission (TWCC).
[ ] Owner’s and Contractor’s Protective Liability Insurance
The Contractor shall obtain, pay for and maintain at all times during the prosecution of
the work under this contract, an Owner’s and Contractor’s Protective Liability insurance
policy naming the City as insured for property damage and bodily injury which may arise
in the prosecution of the work or Contractor’s operations under this contract. Coverage
shall be on an “occurrence” basis, and the policy shall be issued by the same insurance
company that carries the Contractor’s liability insurance. Policy limits will be at least
combined bodily injury and property damage per occurrence with a aggregate.
[X] Professional Liability Insurance
Professional liability insurance with limits not less than $1,000,000 per claim with
respect to negligent acts, errors or omissions in connection with professional services is
required under this Agreement.
[ ] Builders’ Risk Insurance
Builders’ Risk Insurance, on an All-Risk form for 100% of the completed value shall be
provided. Such policy shall include as “Named Insured” the City of Denton and all
subcontractors as their interests may appear.
[ ] Commercial Crime
Provides coverage for the theft or disappearance of cash or checks, robbery inside/outside
the premises, burglary of the premises, and employee fidelity. The employee fidelity
portion of this coverage should be written on a “blanket” basis to cover all employees,
including new hires. This type insurance should be required if the contractor has access
to City funds. Limits of not less than each occurrence are required.
[ ] Additional Insurance
Other insurance may be required on an individual basis for extra hazardous contracts and
specific service agreements. If such additional insurance is required for a specific
contract, that requirement will be described in the “Specific Conditions” of the contract
specifications.
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 18 of 21
ATTACHMENT 1
[ ] Workers’ Compensation Coverage for Building or Construction Projects for
Governmental Entities
A. Definitions:
Certificate of coverage (“certificate”)-A copy of a certificate of insurance, a
certificate of authority to self-insure issued by the commission, or a coverage
agreement (TWCC-81, TWCC-82, TWCC-83, or TWCC-84), showing statutory
workers’ compensation insurance coverage for the person’s or entity’s employees
providing services on a project, for the duration of the project.
Duration of the project – includes the time from the beginning of the work on the
project until the contractor’s/person’s work on the project has been completed and
accepted by the governmental entity.
Persons providing services on the project (“subcontractor” in §406.096) – includes
all persons or entities performing all or part of the services the contractor has
undertaken to perform on the project, regardless of whether that person contracted
directly with the contractor and regardless of whether that person has employees.
This includes, without limitation, independent contractors, subcontractors, leasing
companies, motor carriers, owner-operators, employees of any such entity, or
employees of any entity which furnishes persons to provide services on the project.
“Services” include, without limitation, providing, hauling, or delivering equipment
or materials, or providing labor, transportation, or other service related to a project.
“Services” does not include activities unrelated to the project, such as food/beverage
vendors, office supply deliveries, and delivery of portable toilets.
B. The contractor shall provide coverage, based on proper reporting of classification
codes and payroll amounts and filing of any overage agreements, which meets the
statutory requirements of Texas Labor Code, Section 401.011(44) for all employees
of the Contractor providing services on the project, for the duration of the project.
C. The Contractor must provide a certificate of coverage to the governmental entity prior
to being awarded the contract.
D. If the coverage period shown on the contractor’s current certificate of coverage ends
during the duration of the project, the contractor must, prior to the end of the
coverage period, file a new certificate of coverage with the governmental entity
showing that coverage has been extended.
E. The contractor shall obtain from each person providing services on a project, and
provide to the governmental entity:
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 19 of 21
1) a certificate of coverage, prior to that person beginning work on the project, so the
governmental entity will have on file certificates of coverage showing coverage
for all persons providing services on the project; and
2) no later than seven days after receipt by the contractor, a new certificate of
coverage showing extension of coverage, if the coverage period shown on the
current certificate of coverage ends during the duration of the project.
F. The contractor shall retain all required certificates of coverage for the duration of the
project and for one year thereafter.
G. The contractor shall notify the governmental entity in writing by certified mail or
personal delivery, within 10 days after the contractor knew or should have known, of
any change that materially affects the provision of coverage of any person providing
services on the project.
H. The contractor shall post on each project site a notice, in the text, form and manner
prescribed by the Texas Workers’ Compensation Commission, informing all persons
providing services on the project that they are required to be covered, and stating how
a person may verify coverage and report lack of coverage.
I. The contractor shall contractually require each person with whom it contracts to
provide services on a project, to:
1) provide coverage, based on proper reporting of classification codes and payroll
amounts and filing of any coverage agreements, which meets the statutory
requirements of Texas Labor Code, Section 401.011(44) for all of its employees
providing services on the project, for the duration of the project;
2) provide to the contractor, prior to that person beginning work on the project, a
certificate of coverage showing that coverage is being provided for all employees
of the person providing services on the project, for the duration of the project;
3) provide the contractor, prior to the end of the coverage period, a new certificate of
coverage showing extension of coverage, if the coverage period shown on the
current certificate of coverage ends during the duration of the project;
4) obtain from each other person with whom it contracts, and provide to the
contractor:
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
City of Denton, Texas Contract 7451
Standard Agreement for Engineering Related Design Services
Revised Date: 9/11/18
Page 20 of 21
a) certificate of coverage, prior to the other person beginning work on the
project; and
b) a new certificate of coverage showing extension of coverage, prior to the
end of the coverage period, if the coverage period shown on the current
certificate of coverage ends during the duration of the project;
5) retain all required certificates of coverage on file for the duration of the project
and for one year thereafter;
6) notify the governmental entity in writing by certified mail or personal delivery,
within 10 days after the person knew or should have known, of any change that
materially affects the provision of coverage of any person providing services on
the project; and
7) Contractually require each person with whom it contracts, to perform as required
by paragraphs (1) – (7), with the certificates of coverage to be provided to the
person for whom they are providing services.
J. By signing this contract or providing or causing to be provided a certificate of
coverage, the contractor is representing to the governmental entity that all employees
of the contractor who will provide services on the project will be covered by workers’
compensation coverage for the duration of the project, that the coverage will be based
on proper reporting of classification codes and payroll amounts, and that all coverage
agreements will be filed with the appropriate insurance carrier or, in the case of a self-
insured, with the commission’s Division of Self-Insurance Regulation. Providing
false or misleading information may subject the contractor to administrative penalties,
criminal penalties, civil penalties, or other civil actions.
K. The contractor’s failure to comply with any of these provisions is a breach of contract
by the contractor which entitles the governmental entity to declare the contract void if
the contractor does not remedy the breach within ten days after receipt of notice of
breach from the governmental entity.
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
Exhibit
CONFLICT OF INTEREST QUESTIONNAIRE - FORM CIQ
For vendor or other person doing business with local governmental entity
This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session.
This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who has a business relationship as
defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a).
By law this questionnaire must be filed with the records administrator of the local government entity not later than the 7th business day after
the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code.
A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a
misdemeanor.
1 Name of vendor who has a business relationship with local governmental entity.
2
Check this box if you are filing an update to a previously filed questionnaire.
(The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business
day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.)
3 Name of local government officer about whom the information in this section is being disclosed.
Name of Officer
This section, (item 3 including subparts A, B, C & D), must be completed for each officer with whom the vendor has an employment or other business relationship
as defined by Section 176.001(1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary.
A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the vendor?
Yes No
B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer
named in this section AND the taxable income is not received from the local governmental entity?
Yes No
C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an
officer or director, or holds an ownership of one percent or more?
Yes No
D. Describe each employment or business and family relationship with the local government officer named in this section.
4
I have no Conflict of Interest to disclose.
5
Signature of vendor doing business with the governmental entity Date
DocuSign Envelope ID: 5D3714F1-996B-483E-9298-DB1F9A0B6B3C
D
AECOM Technical Services, Inc.
11/25/2020
X
not applicable
X
X
X
not applicable
Certificate Of Completion
Envelope Id: 5D3714F1996B483E9298DB1F9A0B6B3C Status: Completed
Subject: Please DocuSign: City Council Contract 7451 Development Fiscal Impact Analysis and Tool
Source Envelope:
Document Pages: 60 Signatures: 6 Envelope Originator:
Certificate Pages: 6 Initials: 1 Cori Power
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-06:00) Central Time (US & Canada)
901B Texas Street
Denton, TX 76209
cori.power@cityofdenton.com
IP Address: 198.49.140.104
Record Tracking
Status: Original
11/20/2020 9:20:59 AM
Holder: Cori Power
cori.power@cityofdenton.com
Location: DocuSign
Signer Events Signature Timestamp
Cori Power
cori.power@cityofdenton.com
Buyer
City of Denton
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 198.49.140.104
Sent: 11/20/2020 9:31:00 AM
Viewed: 11/20/2020 9:31:12 AM
Signed: 11/20/2020 9:32:52 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Lori Hewell
lori.hewell@cityofdenton.com
Purchasing Manager
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 11/20/2020 9:32:55 AM
Viewed: 11/20/2020 9:39:39 AM
Signed: 11/20/2020 9:40:46 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Marcella Lunn
marcella.lunn@cityofdenton.com
Deputy City Attorney
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 11/20/2020 9:40:48 AM
Viewed: 11/20/2020 2:55:48 PM
Signed: 11/20/2020 4:05:30 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Chris Brewer
Chris.Brewer@aecom.com
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 24.148.38.171
Sent: 11/20/2020 4:05:35 PM
Resent: 11/25/2020 2:32:18 PM
Viewed: 11/25/2020 2:52:54 PM
Signed: 11/25/2020 3:09:31 PM
Electronic Record and Signature Disclosure:
Accepted: 11/25/2020 2:52:54 PM
ID: 924968af-081d-47f2-8351-ee1200ec08d4
Signer Events Signature Timestamp
Scott McDonald
Scott.McDonald@cityofdenton.com
Director
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 11/25/2020 3:09:34 PM
Resent: 12/3/2020 9:17:20 AM
Viewed: 12/3/2020 10:07:25 AM
Signed: 12/3/2020 2:27:11 PM
Electronic Record and Signature Disclosure:
Accepted: 12/3/2020 10:07:25 AM
ID: c4f57007-1004-49ed-b739-31dade8e31ba
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 198.49.140.104
Sent: 12/3/2020 2:27:15 PM
Viewed: 12/21/2020 1:13:37 PM
Signed: 12/21/2020 1:14:10 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Todd Hileman
Todd.Hileman@cityofdenton.com
City Manager
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 107.77.215.79
Signed using mobile
Sent: 12/21/2020 1:14:13 PM
Viewed: 12/21/2020 1:18:32 PM
Signed: 12/21/2020 1:18:43 PM
Electronic Record and Signature Disclosure:
Accepted: 7/25/2017 11:02:14 AM
ID: 57619fbf-2aec-4b1f-805d-6bd7d9966f21
Rosa Rios
rosa.rios@cityofdenton.com
City Secretary
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 12/21/2020 1:18:46 PM
Viewed: 12/21/2020 1:58:25 PM
Signed: 12/21/2020 1:58:56 PM
Electronic Record and Signature Disclosure:
Accepted: 12/21/2020 1:58:25 PM
ID: 4544c91f-330a-4737-9a45-2cec72d6b080
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 11/20/2020 9:32:55 AM
Electronic Record and Signature Disclosure:
Carbon Copy Events Status Timestamp
Not Offered via DocuSign
Sherri Thurman
sherri.thurman@cityofdenton.com
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 12/3/2020 2:27:15 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Gretna Jones
gretna.jones@cityofdenton.com
Legal Secretary
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 12/3/2020 2:27:15 PM
Viewed: 12/3/2020 2:28:05 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Zolaina Parker
Zolaina.Parker@cityofdenton.com
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 12/21/2020 1:58:59 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Charlie Rosendahl
Charles.Rosendahl@cityofdenton.com
Security Level: Email, Account Authentication
(None)
Sent: 12/21/2020 1:59:00 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 12/21/2020 1:59:01 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 11/20/2020 9:31:00 AM
Certified Delivered Security Checked 12/21/2020 1:58:25 PM
Signing Complete Security Checked 12/21/2020 1:58:56 PM
Completed Security Checked 12/21/2020 1:59:01 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Denton (we, us or Company) may be required by law to provide to
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Electronic Record and Signature Disclosure created on: 7/21/2017 3:59:03 PM
Parties agreed to: Chris Brewer, Scott McDonald, Todd Hileman, Rosa Rios
How to contact City of Denton:
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exclusively through electronic means all notices, disclosures, authorizations,
acknowledgements, and other documents that are required to be provided or made
available to me by City of Denton during the course of my relationship with you.