7184 - Contract Executed
Docusign City Council Transmittal Coversheet
File Name
Purchasing Contact
City Council Target Date
Piggy Back Option
Contract Expiration
Ordinance
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
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City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 1 of 14
PROFESSIONAL SERVICES AGREEMENT
FOR CONSULTING SERVICES
FILE 7184
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 TIP Strategies, Inc., with its corporate office at
2905 San Gabriel Street, Suite 309, Austin, TX 78705, 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 of a Comprehensive
Economic Development Strategic Plan, as described in Exhibit A, which is on file at the
purchasing office and incorporated herein (the “Project”).
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 2 of 14
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 File 7184 – Economic Development Strategic Plan, which is on file at 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: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 3 of 14
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.
3. The fee shall be payable in six (6) monthly installments of $20,833.33. The final
installment shall not be due until CONSULTANT has delivered the final report.
CLIENT also agrees to reimburse COSULTANT for travel expenses, not to
exceed $9,922.00. A total fee, including reimbursement for direct non-labor
expenses not to exceed $134,922.
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 at an hourly rate shown in Exhibit B which is attached hereto and made a
part of this Agreement as if written word for word herein.
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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 4 of 14
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.
C. ADDITIONAL SERVICES: For additional services authorized in writing by the
OWNER in Article III, the CONSULTANT shall be paid based on the Schedule of
Charges at an hourly rate 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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 5 of 14
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
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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 6 of 14
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
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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 7 of 14
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:
TIP Strategies, Inc. City of Denton
2905 San Gabriel Street Purchasing Manager –File 7184
Suite 309 901B Texas Street
Austin, TX 78705 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.
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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 8 of 14
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.
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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 9 of 14
ARTICLE XXI
MISCELLANEOUS
A. The following exhibits are attached to and made a part of this Agreement:
Exhibit A – File 7184 – Economic Development Strategic Plan
Exhibit B – Consultant’s Scope of Services Offer and Project Schedule and Rate Sheet
Exhibit C – Consultant’s Insurance Requirements
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 TIP Strategies, Inc. However, nothing herein shall limit
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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 10 of 14
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
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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 11 of 14
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.
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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 12 of 14
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.
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______________________.
CITY OF DENTON, TEXAS
“OWNER”
__________________________________
TODD HILEMAN, CITY MANAGER
ATTEST:
CITY SECRETARY
BY: _______________________________
TIPS STRATEGIES INC.
A TEXAS CORPORATION
“CONSULTANT”
BY: __________________________________
__________________________________
BY: TOM STELLMAN
ITS: CEO
__________________________________
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
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 13 of 14
Exhibit A
File 7184 – Economic Development Strategic Plan
(on file in the purchasing office)
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
City of Denton, Texas Contract 7184
Economic Development Strategic Plan
Revised Date: 10/01/2019
Page 14 of 14
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
ECONOMIC DEVELOPMENT
STRATEGIC PLAN
A PROPOSAL FOR THE CITY OF DENTON, TX
AUGUST 2019
EXHIBIT B
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
August 30, 2019
Crystal Westbrook
Buyer
City of Denton
901-B Texas Street
Denton, TX 76209
Dear Ms. Westbrook:
TIP Strategies is pleased to present our proposal for an economic development
strategic plan for the City of Denton. Since 1995, we have completed more
than 400 engagements in 38 states and 4 countries. Examples of our recent
and current work include the preparation of a regional workforce strategy for
the Tampa Bay region and an organizational strategy for The Right Place, the
economic development organization serving the greater Grand Rapids area.
Our team is comprised of experts in nearly every aspect of community and
economic development. We believe a comprehensive approach is necessary to
ensure sustainable and publicly supported economic development, achieve
economic growth, and create an entrepreneurial climate.
The TIP team is excited by the prospect of working with you. We appreciate the
opportunity to present our firm and our team members, and we invite you to
contact our references.
Please feel free to call me at 512.343.9113 if you have any questions
concerning our submittal.
Sincerely,
Tom Stellman
CEO/Founder
TIP STRATEGIES, INC.
Headquarters
2905 San Gabriel Street
Suite 309
Austin, Texas 78705
Seattle-area office
14417 SE 16th Street
Bellevue, Washington 98007
All locations
PH 512.343.9113
FX 512.343.9190
www.tipstrategies.com
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TABLE OF CONTENTS
SUMMARY ............................................................................................................................................... 1
OUR LEADERSHIP .................................................................................................................................. 2
OUR ADVANTAGE ................................................................................................................................ 3
SCOPE OF WORK .................................................................................................................................... 6
COMPONENT I. PARTNERSHIP REVIEW .................................................................................................. 6
COMPONENT II. ECONOMIC DEVELOPMENT STRATEGIC PLAN ............................................................... 6
SCHEDULE ........................................................................................................................................... 9
PROJECT TEAM ...................................................................................................................................... 10
TEAM QUALIFICATIONS ...................................................................................................................... 11
EXPERIENCE ........................................................................................................................................... 16
WORK SAMPLES ................................................................................................................................. 18
PRICING ................................................................................................................................................ 20
FEES .................................................................................................................................................. 20
EXPENSES .......................................................................................................................................... 20
APPENDIX: RESUMES .............................................................................................................................. 21
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SUMMARY
TIP Strategies, Inc. (TIP) is submitting this proposal to act as the consulting
team for the preparation of an economic development strategic plan for
Denton. Our team members are experienced in 1) leading economic
development planning projects across the United States and internationally; 2)
identifying appropriate target industries and designing effective marketing
strategies to recruit them; 3) crafting talent retention, development, and
attraction strategies; and 4) assisting with the implementation of economic
development plans for cities, counties, regions, and states.
TIP is a privately held economic development consulting firm committed to
providing innovative strategy solutions for public and private sector clients
since 1995. With offices in Austin and Seattle, the firm’s primary focus is
economic development strategic planning at the local, regional, and state
levels. Specific topics in which TIP has deep experience include workforce,
entrepreneurship, target industries, and defense industries/communities. Our
methods establish a clear vision for economic growth. Community leaders across the country have embraced the
TIP model of Talent, Innovation, and Place to achieve successful and sustainable economies.
During more than two decades in business, we have worked with a range of clients to develop innovative, publicly
supported economic development strategies. Our team members have produced numerous strategic economic
assessments, economic base analyses, workforce analyses, and target sector analyses, all with input from the
client and from stakeholders, community leaders, business owners, and residents. Representative projects include
the following:
ƒTampa Bay Partnership — Employer-led Regional Workforce Initiative
ƒSouth Texas Higher Education Authority – Organizational Strategic Plan
ƒState of Michigan / DTE Energy – Workforce Research and Analysis
ƒCity of Fort Worth, TX – Economic Development Strategic Plan
ƒCapital Area Workforce Board (Austin, TX) — Master Community Workforce Plan
ƒBorderplex Alliance (El Paso, TX) – Skills Assessment: Life Sciences, Advanced Mfg., Information Technology
ƒSouth Carolina I-77 Alliance – Regional Workforce Study and county profiles
ƒTravis County, TX – Economic Development Strategic Plan
ƒNorthwest Indiana Forum – Economic Development Strategic Plan
ƒDelaware Business Roundtable/State of Delaware – Delaware Growth Agenda and Business Plan for Delaware
Prosperity Partnership
ƒBismarck-Mandan Development Association, ND – Target Industry Analysis
ƒSavannah River Site Community Reuse Organization, SC – Regional Workforce Study
ƒGreater Green Bay Chamber, WI – Economic Development Strategic Plan
ƒOregon Talent Council – Oregon Talent Report
Headquarters
2905 San Gabriel St, Suite 309
Austin, Texas 78705
Seattle-area office
14417 SE 16th Street
Bellevue, Washington 98007
All locations
PH 512.343.9113
FX 512.343.9190
www.tipstrategies.com
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ƒFlorida’s Great Northwest (with Haas Center at the University of West Florida) – Northwest Florida Forward
ƒWashington Dept. of Commerce – Organization and Operations Plan for the Washington Military Alliance
ƒMassachusetts Dev. Finance Authority (MassDevelopment) – Defense Industry Economic Diversification Study
ƒGreater Houston Partnership, TX – Addressing Houston’s Middle Skills Job Challenge
ƒGreater MSP (Minneapolis-St. Paul) – Center Cities Economic Development Playbook
ƒCity of Fort Collins, CO – Economic Health Strategic Plan and Regional Workforce Strategy
ƒEast Central MI Prosperity Region – Centers of Excellence Action Strategy and Regional Prosperity Strategy
ƒAsheville-Buncombe County, NC – AVL 5x5 Vision 2020
ƒGreater Fargo Moorhead Economic Development Corporation, ND – Regional Workforce Strategy
ƒChester County, PA – VISTA 2025: Chester County’s Economic Development Strategy
ƒCity of Las Vegas and Clark County, NV – Comprehensive Economic Development Strategy (CEDS)
ƒUS Virgin Islands – Targeted Competitive Industry Study
Our Leadership
TIP’s principals are ideally suited to assist the City of Denton on this project.
TOM STELLMAN
CEO/FOUNDER
Tom brings a wealth of
experience working with
communities and
businesses. As developer
of TIP’s model of Talent,
Innovation, and Place, he
has helped clients identify
sustainable strategies to
promote workforce and
economic health.
TRACYE MCDANIEL
PRESIDENT
As a widely recognized
strategist with experience
in all facets of economic
development and travel
marketing, Tracye has
earned a reputation for
creating mutually
beneficial partnerships
across a broad spectrum
of industries.
JON ROBERTS
MANAGING PARTNER
Jon is a nationally
recognized leader in
regional economic
development. He has
overseen projects through-
out the US, as well as in
Europe and Asia and is a
frequent speaker for the
International Economic
Development Council.
JEFF MARCELL
PRINCIPAL
Jeff leads high-profile
national consulting
engagements and
provides input from the
practitioner’s point of
view. Prior to joining the
firm, he spent a decade
leading the Economic
Development Council of
Seattle and King County.
Our principals are supported by a staff of analysts and consultants experienced in managing economic
development projects similar in scope to the requested work. The TIP team also includes a network of associates
and partners in a wide range of disciplines whose skills can be brought to bear on this project.
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[TIP] worked collaboratively
with our CEOs and
stakeholders throughout
Delaware to ensure that the
end product – the Delaware
Growth Agenda -- was not
only data-driven and
substantive, but politically
sensitive and respectful to
the varied interests in our
state. The result was a plan
that was on time, on budget
and on point.
Bob Perkins, Exec. Director,
Delaware Business
Roundtable
Our Advantage
Our team members have managed consulting engagements in a variety of settings. We have crafted innovative
strategies for communities and regions from California to New York and from Alaska to Florida. As a result, our
team is well qualified to serve as the contractor for this work.
We have experience leading economic strategy work in the
region. TIP has a long history of successful planning projects in the
Dallas-Fort Worth area, including work in Denton. Most recently, TIP led
a team of consultants in the preparation of an economic development
strategy for the City of Fort Worth. Released in December 2017, the
plan provides an ambitious framework for the city to capitalize on its
many advantages and dramatic growth through a more aggressive,
innovative-driven approach to economic development. Our team has
also drafted effective economic development strategies for Metroplex
communities including the City of Arlington, the City of Waxahachie,
the Town of Addison, and the City of Irving. Other work in the region
includes preparing an economic development and tourism strategy for
the City of Southlake, crafting strategies for McKinney to capitalize on
specific “opportunity zones,” and creating marketing strategies for
Sachse and Rowlett to leverage the expansion of the President George
Bush Tollway. TIP was also part of a multi-disciplinary team led by
Fregonese Associates that crafted Dallas’s first-ever comprehensive plan,
ForwardDallas.
We understand the importance of technology and innovation in creating a healthy
economy. Our locations in Austin and Seattle provide our team with first-hand experience in crafting
strategies that leverage technology assets. Our work for OneRedmond provided the organizational framework
for the newly formed entity to market the community to specific sectors, as well as to pursue opportunities in
innovation and entrepreneurship. In Round Rock, Texas, our team members were instrumental in helping the
community assemble higher education, medical, and other assets in support of the growth associated with
Dell. Guided by the team's planning efforts, Round Rock has been successful in attracting Scott & White
Hospital, a campus of Austin Community College, a multi-institutional higher education center (anchored by
Texas State University), a regional clinical campus of the Texas A&M Health Science Center’s College of
Medicine, and the St. David's School of Nursing.
We have worked extensively with stakeholder groups. Our planning projects are typically guided
by leadership teams from multiple areas of interest, including private business, economic development, higher
education, and workforce. As a result, we have extensive experience balancing competing interests and
identifying shared goals. During our work for the Greater Houston Partnership, our team guided the Regional
Workforce Development Task Force in the preparation of a 10-county regional workforce strategy focused on
the demand for and supply of middle skills jobs. The task force engaged high-level executives from the
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We’ve very much enjoyed
working with [TIP] throughout
this entire process. From the
discovery work to site visits to
this week’s presentation,
you’ve been every bit as
good as advertised.
Brian Ritter, CEcD
President/CEO, Bismarck-
Mandan Development Assoc.
region’s largest employers, including JP Morgan Chase, ExxonMobil, and AT&T, as well as professionals
representing a wide array of public and nonprofit organizations. We also have direct experience facilitating
focus groups and public input sessions. As part of a visioning process for the North Iowa Corridor Economic
Development Corporation, we conducted an extensive outreach process which was credited with catalyzing
positive change in the region before the plan was even finalized. These changes included influencing key
transitions in the city's elected leadership and the public approval of bond initiatives critical to the region's
future growth.
We have a strong portfolio of talent projects focused on specific
sectors and employer needs. We have a deep understanding of
workforce development and approach our projects from the employer’s
perspective. Our team recently completed a communitywide plan for the
Capital Area Workforce Board (which serves the Austin area) to create a
demand-driven system for addressing middle skills gaps beginning with
three of the region’s key economic drivers: healthcare, information
technology (IT), and skilled trades. Other current projects with a sector-
specific approach include a statewide talent strategy for the Oregon
Talent Council (which focuses on the state’s strengths in bioscience, IT,
advanced manufacturing, healthcare, and energy), and a skills gap
assessment for jobs in the life sciences and advanced manufacturing
industries in the El Paso area. The middle-skills strategy we prepared for
the Greater Houston Partnership was a direct response to employers facing worker shortages along the Gulf
Coast due to the region’s rapid expansion and the unprecedented level of new facilities slated for the region.
Other examples of talent strategies focused on specific industry sectors include an analysis of nuclear,
manufacturing, cybersecurity, and medical opportunities for SRSCRO, the organization responsible for
economic development in the five-county region surrounding the US Department of Energy’s Savannah River
nuclear site, and deep dives into three priority sectors (healthcare, manufacturing, and IT) for the greater
Fargo-Moorhead region in North Dakota.
We view postsecondary education and training providers as partners in regional
competitiveness. Our consulting team has experience working with communities to determine the best way
to leverage their postsecondary education institutions for economic development. Partnerships with universities
and colleges in research, development, and applied technology can often be the key to remaining competitive
in the global marketplace. Higher education institutions also play a major role in talent attraction and
retention. We have worked with a number of colleges and universities—such as the IC2 Institute at the
University of Texas at Austin; Cornell University; the University of Western Florida; Carleton and St. Olaf
Colleges (Northfield, MN); Southern Illinois University-Carbondale; the University of Wisconsin-Parkside; the
University of North Texas; Texas A&M University-Commerce; and Lamar University—both as partners and as
stakeholders. As a result, we understand that institutions of higher learning are assets that provide significant
opportunities for future growth.
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From the outset, TIP
delivered on the promise of
their proposal and their
interview. They helped us
understand national trends
and how they could impact
our efforts… Most
importantly, they exhibited
a skillful balance of moving
us in the right direction
without attempting to “tell
us what was good for us.”
David N. Sciocchetti
Project Lead, VISTA 2025
Project, Chester County (PA)
Economic Devt. Council
We understand the factors that drive private investment. Our
team members have spent decades helping communities and regions
across the country identify and attract well-suited target industries. Our
approach recognizes that site location decisions consider a range of
factors, including the available workforce, the presence of well-prepared
industrial sites, a climate that fosters innovation, and a quality of place
that will support the retention and recruitment of talent. In addition to our
consulting work, we have direct business recruitment experience. At the
Economic Development Council of Seattle and King County, TIP principal
Jeff Marcell spent a decade leading the organization’s efforts to recruit,
retain and expand globally recognized companies like Boeing, Google,
American Family Insurance, Booking.com, and many others in the Seattle
region. TIP also managed the Invest in Texas Alliance, a consortium of
Texas economic development organizations and professional service
firms interested in helping companies do business in the state. Through
the Alliance, TIP marketed directly to target industries in the US and
abroad resulting in 15 new locations in Texas, representing over $3
billion in potential investment.
In short, our team has the analytical capacity, corporate experience, and planning expertise to assist the City in
evaluating Denton’s competitive position, identifying its opportunities, and recommending innovative and cost-
effective solutions to its challenges. We are excited about the prospect of working on this project and are
available to begin work immediately upon agreement of terms.
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Our process
establishes a
clear vision for
economic
growth
SCOPE OF WORK
Our team has an established process for conducting economic
development strategy work. Our Theory Into Practice (TIP)
planning model combines analytical tools with the latest thinking
in economic development, workforce training, and community-
based principles to create innovative and publicly supported
strategies. In our years of leading consulting projects across the
country, this three-phase approach—Discovery, Opportunity,
and Implementation—has proven flexible enough to address the
variety of challenges our clients face.
As requested, we have presented the scope of work in two components: 1) a review of the existing partnership
between the City of Denton and the Denton Chamber of Commerce; and 2) the preparation of a comprehensive
strategy for economic development, including an actionable work plan. Separate pricing is provided for each
component in the Budget section (beginning on page 20).
Component I. Partnership Review
TIP will work with the City and the Chamber to conduct a review of the existing and draft partnership agreement.
This review will focus on ensuring the agreement is structured in accordance with best practices in work plans and
will consider how new metrics might be incorporated. However, discussions of work plans and metrics in this
component would be conceptual, since these elements would be directly influenced by the strategic plan that
would be developed in the second component of this work.
Component II. Economic Development Strategic Plan
We will use our three-phase model to examine Denton’s position in the region, identify opportunities for growth,
and provide a roadmap to guide its long-term economic development efforts
Discovery
Where are we now? How do we compare with our peers and competitors?
Project kickoff | The kickoff meeting provides the opportunity to discuss objectives, define success factors,
and review the team’s expectations for the engagement. The meeting can be conducted virtually or in person,
depending on the specifics of the project.
Planning context | To provide context for our work and ensure our team builds on existing knowledge,
we work closely with our clients to complete the following essential tasks during the Discovery phase:
THEORY INTO PRACTICE PLANNING MODEL
Our Theory Into Practice
(TIP) planning model
combines analytical
tools with our team’s
understanding of
demographic,
economic, and cultural
trends.
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Policy framework. We begin with a review of internal and external reports identified by the client team
that are relevant to this work. Insights gained from this step regarding what has worked in prior planning
efforts—and what has not—will help shape our recommendations in the Implementation phase. This step
would build on the insights gained from the first component of the requested scope of work.
Competitiveness. Our analysts will prepare a targeted assessment of factors that define the area’s overall
competitiveness and are of greatest concern to economic decision makers. Our analysis will be tailored to
meet project objectives and to take advantage of available data resources. For this work, our team will
focus on understanding how Denton compares to similar communities, including their competitive position
and existing tax base.
Stakeholder feedback | We will use a combination of roundtables and interviews to understand the
vision and goals of key stakeholders. Roundtables are designed to encourage productive discussions around
a targeted set of topics and are the linchpin of our stakeholder input process. They are typically conducted
with major employers, elected officials, human resources specialists, real estate professionals, and other
experts to gather information about trends, barriers, opportunities, and assets that will help shape our
recommendations. For a select group of stakeholders, we conduct one-on-one or small group interviews.
Competitive position | Findings from the Discovery phase form the basis for understanding Denton’s
competitive position. In addition to considering strengths, weaknesses, opportunities, and threats, this
analysis highlights factors that differentiate the area from others in the marketplace. The results of this task will
reveal potential opportunities, highlight strategic growth areas, and drive our work in subsequent phases of
the planning process.
Opportunity
What opportunities are open to us and which are likely to have the greatest potential for success?
Strategic direction | Working closely with the client, we will ensure the community’s vision for economic
development aligns with the strategic direction that emerges from the Discovery phase. This step will provide
a framework that points to recommended actions and establishes priorities among available alternatives.
Strategic growth areas | Strategic growth areas can include traditional sectors that can be defined
using the existing industry classification systems, as well as emerging activities and technologies that do not
align neatly with these structures. This more flexible terminology enables “targeting” efforts to encompass
strategic projects that can support multiple areas of activity and enhance innovation and entrepreneurship.
This task will include an analysis of quantitative data for those growth areas that align with industry (NAICS)
and occupational (SOC) classification systems, as well as a review of the assets that could support emerging
sectors and opportunities. Potential growth areas are validated and clarified by input from major employers,
industry experts, and local and regional partners. This qualitative approach serves as a “reality check” while
allowing us to identify areas that may not be revealed in the data analysis and pose questions for additional
research.
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Best practices | TIP will identify national best practices in economic development that may be a fit for the
City. Over more than two decades, TIP has developed and helped implement successful strategies for
economic development organizations across the country. We draw heavily on this direct experience to
identify what works, and just as importantly, what doesn’t work when evaluating alternatives. We also have
a large network of contacts that includes former clients, city officials, developers, and planning and design
firms that allows us to continue to build on our understanding of how to best address specific challenges
faced by our clients.
Opportunities analysis & workshop | This phase culminates with a workshop designed to engage
regional leaders in a focused discussion of strategic growth areas and potential strategies. Throughout the
process, our team will consider a broad range of traditional and non-traditional opportunities arising from
demographic shifts, changing consumer behaviors, large-scale government policy, changing resource
availability, as well as local and regional assets. The value TIP adds in such strategy sessions is an
understanding of how trends and assets translate into opportunities for our clients.
Implementation
What steps, tools, and resources will be required for success?
Strategic plan | Using findings from prior phases, coupled with the experience of the consulting team, TIP
will prepare a strategic plan. In addition to outlining specific goals and strategies, the plan will highlight key
findings from assessment, target sector analysis, and stakeholder input. Together with the implementation
matrix (see Task 3.2), the resulting document will provide Denton with the specific recommendations and
tools needed to implement a long-term economic strategy.
Implementation matrix & workshop | Although it is often overlooked, a strong implementation
strategy can be the key to bringing a plan to fruition. TIP will prepare an implementation matrix that
accomplishes the following:
ĺ Outlines specific actions to support the recommended strategies
ĺ Identifies responsible parties and potential partnership opportunities
ĺ Establishes timelines and sets priorities
ĺ Includes budget estimates (where applicable) and identifies potential funding sources
ĺ Defines meaningful and realistic performance metrics
Final report & presentation | In addition to finalizing all deliverables, this phase will include a public
“rollout” of the plan. In our experience, this step is critical to broad acceptance of the strategies. We will
work closely with the client team to design a rollout that fits the needs of the project. Potential approaches to
this task would include informing area residents of the highlights of the plan through a press release;
distributing an executive summary to a wide range of stakeholders; or holding a more public event, such as
a press conference or a presentation to stakeholders at a luncheon or during an economic summit.
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Schedule
The timeline below follows the time periods established by the RFP for each component: four to six weeks for the
partnership review (Component 1) and four to six months for the preparation of the economic development
strategic plan (Component 2). As shown, however, these time ranges would not align with indicated due dates,
even with an early September award date and if the components are assumed to run concurrently rather than
consecutively.
Accommodating the more aggressive timeline suggested by the indicated due dates for final deliverables—
September 24, 2019, for Component 1 and January 31, 2020, for Component 2—will require clear
communication of objectives, an efficient stakeholder engagement process, and timely review of draft
deliverables. We are confident, however, that this schedule can be met.
PHASE/TASK 2019/2020
Sep Oct Nov Dec Jan Feb
Component 1: Partnership Review zŷŷŷŷz
Component 2: Economic Development Strategic Plan
Project Kickoff z
Discovery zŷŷŷŷŷŷŷŷŷz
Opportunity zŷŷŷŷŷŷŷŷŷŷz
Implementation zŷŷŷŷŷŷŷz
Final Presentation z
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PROJECT TEAM
At TIP, the work of our consulting team is conducted under the direct
supervision of a senior member of the firm. The principal-in-charge is actively
involved in every phase and serves as the primary point of contact. In this
capacity, he or she participates in the scoping of the project and provides
technical and strategic input during each phase.
The principal-in-charge receives input from other senior members of our staff
who serve as strategic advisors to the work. In this capacity, they participate
in the scoping of the project and contribute their expertise on a range of
topics from innovation and competitiveness to global business marketing and
organizational management.
In addition to a principal, a lead consultant is assigned to manage each
engagement and is responsible for day-to-day client communication, directing project research, and report writing.
The lead consultant is typically assisted in these duties by one or more consultants. Each of our consultants has
multiple years of experience managing client engagements. The principal-in-charge and lead consultant are
assisted by a team of analysts, who have extensive experience working with large data sets and preparing
thought-provoking and engaging analyses, and design professionals.
The organizational chart below illustrates the typical staffing for our engagements. Beyond the immediate project
team, our process includes regular brainstorming sessions that involve the entire firm. At these meetings, project
managers present their findings for peer review. We believe our clients benefit from this approach, which
engages the full brainpower and expertise of our team in addressing their challenges.
ON-SITE TEAM
PRINCIPAL-IN-CHARGE LEAD CONSULTANT
STRATEGIC ADVISORS & OFF-SITE EXPERTISE
ADDITIONAL PRINCIPALS ADDITIONAL CONSULTANTS
SECTOR SPECIALISTS ANALYSTS
DESIGNERS
Both the document and
the process that you
guided us through will
serve us well for years to
come and provide much
needed vitality to our
local economy.
Jim Rives, President,
Maricopa Economic
Development Alliance
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Team Qualifications
Subject matter
expertise on
workforce,
international business
development, and
military communities.
TOM STELLMAN, CEO/Founder
Tom brings a wealth of experience working with communities and businesses. As
developer of TIP’s model of Talent, Innovation, and Place, he has helped clients identify
sustainable strategies to promote workforce and economic health. Prior to founding TIP,
Tom served as director of international business development and marketing for the State
of Texas, where he assisted Texas companies looking to expand and locate in
international markets. Over the last decade, Tom has concentrated on leading our
workforce projects. Tom’s recent work includes facilitating an 80-member task force for
the Greater Houston Partnership. The task force engaged high-level executives from
Houston’s largest employers, including JP Morgan Chase, ExxonMobil, and AT&T, to
address workforce challenges across a 10-county region. Other major projects include the
preparation of a defense industry adjustment strategy for the State of Massachusetts and
the preparation of a collaborative framework for addressing workforce challenges in the
Austin area. Tom received a Bachelor of Arts in Government from the University of Texas
at Austin.
Subject matter
expertise on
engagement,
marketing, and
competitiveness.
TRACYE MCDANIEL, President
Tracye is a recognized trailblazer in the economic development and travel marketing
industry. She has been a trusted advisor to CEOs, nonprofits, public organizations and
private enterprises for more than three decades. As a widely recognized strategist with C-
Suite level experience in all facets of the industry, Tracye has earned a reputation of creating
mutually beneficial strategic partnerships across a broad spectrum of industries. Prior to
joining TIP, Tracye founded McDaniel Strategy Ecosystems and served as president and
CEO for two separate state-level marketing and lead-generation organizations: first in New
Jersey (where she was appointed by then newly elected New Jersey governor, Chris
Christie, and business leaders to serve as the founding CEO of Choose New Jersey) and
later in Texas (where she headed up the Texas Economic Development Corporation). Her
expertise in international business development and marketing spans more than 50
countries. Tracye also served as executive vice president and COO of the Greater Houston
Partnership where she teamed with business leaders to raise more than $32 million and to
devise and execute Opportunity Houston, the organization’s successful economic
development global marketing and lead generation initiative. She holds a Bachelor of
Science in Communications from the University of Texas at Austin.
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Subject matter
expertise on
innovation and
entrepreneurship.
JON ROBERTS, Principal/Managing Director
Jon has been a principal and managing partner at TIP Strategies since 2000. He helped
transition the company from its Texas-based site selection practice to a national strategy
firm. His portfolio includes planning work from New York to California, with significant
regional projects in the Mississippi Delta, Seattle’s Puget Sound, and in the Great Lakes
area. Prior to joining TIP, Jon was the Director of Business Development first for the State
of Washington and then under Governor Ann Richards for the State of Texas. During the
transition to Governor Bush’s tenure he helped restructure the state’s economic
development organization and then co-authored the new strategic plan for the State of
Texas. Jon also has deep ties to the state of Oregon. He was vice-president with the
Oregon Technology Fund and was the lead investor for the Hood River Brewing Company
(Full Sail), which continues to hold a prominent place in the craft brewing industry. He
also managed two start-up technology companies: Fiberlite Composites and LifePort Inc.
LifePort was subsequently acquired by Sikorsky. Jon has served on the boards of several
start-up technology companies and on state task forces and gubernatorial committees. He
has lectured in business at the University of Washington, the University of Texas, and was
on the faculty at Marylhurst College in Portland, Oregon. Jon was also the founder of a
mountain bike company in Portland, Oregon: the Fat Tire Farm, which now operates
multiple retail outlets. Born and raised in Germany, Mr. Roberts has traveled extensively
throughout Europe and Asia. He received his BA and MA degrees from the University of
Hawaii and did post-graduate work at the University of Oregon. He resides in Austin but
spends his summer in Bend, Oregon.
Subject expertise in
public-private
partnerships,
organizational
management, and
aerospace and
defense.
JEFF MARCELL, Principal
Jeff leads high-profile national consulting engagements and provides input from the
practitioner’s point of view. Jeff’s recent work includes facilitating the Governor of
Delaware’s Economic Development Taskforce that established a new public/private
partnership for economic development in the state. He followed that work with the
creation of a program and operations plan for Delaware’s new multi-million-dollar
statewide economic development organization. Other major projects include preparing a
defense industry adjustment strategy for the State of Washington; crafting the Center
Cities Economic Development Playbook, an urban economic development strategic plan
for Minneapolis-Saint-Paul; and providing strategic guidance for the City of Detroit’s
proposal to a large-scale business recruitment target. Jeff has led rural economic
development strategic planning for clients in Washington (Klickitat County and Lewis
County), Iowa (the Mason City/Clear Lake Iowa region), and Michigan (an eight-county
region that includes Saginaw) and has designed economic development programs for city
departments including Corning, New York; Auburn, Washington; and Shelton,
Washington. Prior to joining TIP, he was with the Economic Development Council of Seattle
and King County for a decade, first as the organization's executive vice president and COO
and then serving five years as the president and CEO. During this time, he was active in
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statewide and regional organizations, including serving as an executive committee member of
the Workforce Development Council of Seattle and King County. His experience with the
workforce council and a variety of industry trade associations, coupled with his experience
recruiting companies to the state, gives him important insights into the requirements of firms in a
variety of industries. Jeff holds a law degree from the South Texas College of Law and a BA in
Political Science from the University of Illinois at Chicago.
Subject matter
expertise in public-
private partnerships,
organizational
management and
military and defense
industry trends.
ALEX COOKE, Vice President, Consulting
Since joining TIP in 1997, Alex has managed economic strategy projects and produced
marketing plans, economic base analyses, and target industry analyses in more than 20
states and territories—extending from Alaska to the US Virgin Islands. Alex’s recent
projects include large regional planning projects in Northeast Wisconsin (five counties)
and Northwest Florida (13 counties). Alex has also recently played a key role in helping
the State of Delaware to establish a new public-private partnership (P3) to lead the state’s
economic development efforts. Alex’s work in Delaware involved articulating the need for
a new P3 on behalf of the Delaware Business Roundtable, drafting the recommendations
to inform the legislation creating the Delaware Prosperity Partnership, and developing the
operations plan to get the new entity up and running. Alex’s other professional experience
includes working as a management consultant with MGT of America and as Director of
Research and Grants for the International Business Education Program at Texas Tech
University’s Rawls College of Business. He is a member of the Association of Defense
Communities and closely tracks the aerospace and defense sector. Alex holds a Master of
Public Affairs from the LBJ School of Public Affairs at University of Texas at Austin and a
Bachelor of Arts from Texas Tech University.
Subject matter
expertise in urban
revitalization and
young professionals.
JOHN KARRAS, Senior Consultant
John has devoted his career to the bold idea that every community has the potential to
become a more vibrant place. At TIP, John channels his energies to empower economic
development professionals and civic leaders with the knowledge and tools needed to
make their communities more vibrant. He has spent more than a decade working with
thousands of community and business leaders who shared their insights and contributed to
the strategic growth of big cities, suburbs, and rural communities. In addition to his
national strategic consulting portfolio, John has built a reputation as a leading thinker on
urban revitalization trends and their impact on economic development. He founded
urbanSCALE.com in 2013, which introduced the first comprehensive measure of how
urban a city is on a scale of 1 to 10. Opinion pieces and research from urbanSCALE
have been featured in Planetizen, Outside Magazine’s annual “Best Places to Live”
feature, and dozens of local media outlets around the US. John lives in Austin, Texas with
his wife and son, where he lives out his obsession of finding and tasting the world’s best
tacos and barbeque.
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Subject matter
expertise in planning
and land use.
JENNIFER TODD, Consultant
Jennifer has over a decade of experience contributing to transformational work in
strategic planning, implementation, and partnership building with a focus on economic
development, organizational strategy, urban planning, sustainability, and
communications. She has experience with long- and short-term project management in the
public and private sector, successfully collaborating with businesses, residents, elected
leaders, governmental agencies, and other community organizations to achieve
community and organizational goals. Her work has included projects at a variety of
scales, from local corridor and neighborhood initiatives to citywide and regional
strategies for economic development, land use, and sustainability. Jenn holds a Master of
Science in Community and Regional Planning from the University of Texas at Austin and a
Bachelor of Arts in History and a Bachelor of Business Administration, with a major in
Management, from the University of Georgia.
Subject matter
expertise in business
recruitment.
ELIZABETH SCOTT, Consultant
Elizabeth has experience managing a wide range of projects including business
recruitment and retention, economic and workforce development strategy, socioeconomic
impact studies, and land use studies. She works closely with community, business, and
academic leaders to develop comprehensive strategies that improve economic vitality and
quality of life. Elizabeth’s current client engagements include preparing regional strategies
for the Tampa Hillsborough Economic Development Corporation and the Association of
Central Oklahoma Governments. Prior to joining TIP, she spent seven years working in
regional economic development, specializing in business recruitment and retention
strategy. In addition to her economic development expertise, she has over ten years of
combined experience in research and data analysis, project management, and business
development. She received a Master of Natural Resources from Virginia Tech and a
Bachelor of Arts in History and Sociology from the University of Tampa.
Subject matter
expertise in policy
and philanthropic
sector strategies.
JACLYN LE, Consultant
Jaclyn Le has led large-scale, mission-driven initiatives across the public, private, and
social sectors. She has experience managing a wide range of projects focused on the
public K-12 and higher education systems, talent strategies, philanthropic grantmaking,
impact investing, and public policy analysis and advocacy. Prior to joining TIP, Jaclyn
designed strategic initiatives in the philanthropic sector at the local, state, and national
levels. She specializes in facilitating cross-sector collaboration, building strategic
partnerships, and developing evidenced-based programs and policies. Jaclyn has
extensive experience working with community leaders, policymakers, business leaders,
academic researchers, and more. Jaclyn received a Master of Business Administration
from the McCombs School of Business and a Master of Public Affairs at the LBJ School of
Public Affairs at the University of Texas at Austin. She has a Bachelor of Arts in Political
Science with Honors in Education and University Distinction from Stanford University.
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Subject matter
expertise in urban
economic analysis,
property markets,
and infrastructure.
BRENT MCELREATH, Managing Director, Analytics
Brent McElreath, AICP, will serve in an advisory role for this work, consulting as needed
with the principal-in-charge on strategy and the project manager on analysis. Brent has
more than 25 years of experience in comparative urban economic analysis of US and
international cities. He has managed research teams in both the public and private sectors
and has extensive work experience in real estate and infrastructure markets, with a focus
on economic and demographic drivers. Brent is an AICP-certified planner and a long-time
member of the American Planning Association. He received a Master of Community and
Regional Planning and Bachelor of Business Administration in Finance from the University
of Texas at Austin.
Subject matter
expertise in survey
research and data
analysis.
KAREN BEARD, Senior Analyst
Karen has over 25 years of experience as a researcher in the public and private sector.
Since joining TIP in 2000, she has managed a variety of consulting engagements, with
an emphasis on workforce. Relevant projects include the preparation of a talent-focused
strategy for the Wired65 Region of northern Kentucky (Louisville area) and a labor
market assessment for Clarksville-Montgomery County, Tennessee (Fort Campbell). The
latter included an update of the Veteran’s Inventory, a mechanism for assessing post-
military plans of Fort Campbell personnel separating from service. She has a
background in survey research and has taught the data analysis component of the
Texas Basic Economic Development Course since 2006. Karen received a Master of
Community and Regional Planning and Bachelor of Arts in Sociology from the
University of Texas at Austin.
Subject matter
expertise in modeling
and data analysis.
EVAN JOHNSTON, Analyst
Evan specializes in regional labor market analysis and data manipulation. His research
experience includes the IC2 Institute and the McCombs School of Business at the University
of Texas at Austin where he contributed to focused research on a variety of topics
including gender diversity in high-tech employment growth; minority entrepreneurship; and
a Kauffman Foundation-funded project to study the emergence of Austin’s entrepreneurial
ecosystem. Evan holds a Bachelor of Arts in Economics and Psychology and a Bachelor of
Science in Mathematics from the University of Texas at Austin. In addition, he has
completed certificates in applied statistical modeling, computer science, and business. At
TIP, he manipulates data, researches policy, and conducts data-driven analysis.
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EXPERIENCE
The following brief descriptions provide an overview of recent and relevant work, including references
who can speak to the quality of our work. In addition, a list of links to samples of our deliverables is
provided on page 18.
FORT WORTH, TX
ECONOMIC DEVELOPMENT STRATEGIC PLAN
CHALLENGE Between 2000-2017, Fort Worth was one of the fastest-growing large cities in the US. The
city has cultivated a unique identity and brand that combines rich cultural heritage with an
economy driven by industry-leading employers. However, Fort Worth’s success has been
achieved without a comprehensive, citywide approach for economic development. Without a
focused business development effort, residential development has dominated Fort Worth's
recent growth. As a result, other communities in the Dallas-Fort Worth metro area are
realizing high-profile business expansion projects that elude Fort Worth.
RESPONSE The City of Fort Worth engaged TIP Strategies to create its first ever economic development
strategic plan, aimed at enhancing the city’s status in the region and nation over the next five
years and beyond. First, TIP analyzed the city’s economic competitiveness, workforce and
industry opportunities, land use, real estate, fiscal landscape, and entrepreneurial ecosystem.
Then, Fort Worth was benchmarked against regional, national, and international peers to
evaluate its relative advantages. The resulting actionable strategies addressed how to channel
future development into specific districts, generate higher income levels and capital
investment, strengthen the local tax base, and support a more attractive environment for
companies and skilled workers. With input from the business community and local
stakeholders, the Economic Development Strategic Plan was positioned to purposefully guide
the City’s economic development activities.
REFERENCE Brenda Hicks-Sorensen, CEcD, Assistant Director, Economic Development Dept. | City of Fort
Worth, 200 Texas St., Fort Worth, TX 76102 | PH 817.870.0154 | brenda.hicks-
sorensen@fortworthtexas.gov
DELIVERABLE Economic Development Plan, City of Fort Worth (3 volumes) | December 2017
fortworthtexas.gov/edplan/
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PASADENA ECONOMIC DEVELOPMENT CORPORATION (TX)
ECONOMIC DEVELOPMENT STRATEGIC PLAN
CHALLENGE Pasadena’s image as a community comprised of “smokestack industries” is no longer
reflective of its wealth of assets or economic potential. As the second largest city in one of the
nation’s largest metropolitan areas (Houston), Pasadena is positioned to compete nationally
and internationally for business and talent. The city’s advantages include major corporate
operations representing dozens of countries; a diverse population; a central location within
the Greater Houston area (only 15 minutes from downtown Houston and from Houston
Hobby Airport); and world-class infrastructure, including the Port of Houston. Despite these
advantages, Pasadena lags regional competitors in key economic indicators, such as housing
development, labor force growth, and amenities that attract and retain young people. In
addition, the city is largely built out and has a limited set of tools to shape future growth.
RESPONSE In response to these challenges, the Pasadena Economic Development Corporation (EDC)
engaged TIP Strategies, an Austin-based economic development consulting firm, to create a 10-
year road map to guide Pasadena’s growth. The resulting plan included a set of goals and
strategies designed to generate new private sector investment, business growth, job creation,
and a growing local tax base for the city. The plan focused primarily on the core functions
where the EDC holds the greatest potential to affect positive change, starting with the traditional
areas of marketing, business retention and expansion, and domestic/international business
recruitment. Collectively, the six goals added up to a much more aggressive and diverse
approach to economic development. Two catalyst projects—redevelopment of Pasadena Town
Square mall and mixed-use development of the 300-acre Pasadena Convention Center district—
provide the community with specific real estate opportunities where future growth could be
channeled. By embracing the recommendations detailed in the plan, Pasadena has the
opportunity to raise its profile within Greater Houston and establish itself as one of the nation’s
leading destinations for new investment, employment, and business creation.
REFERENCE Carlos Guzman, CEcD, EDFP, Executive Director | Pasadena City Hall, 1149 Ellsworth Dr.,
Pasadena, TX 77506 | PH 713.920.7910 | cguzman@pasadenaedc.com
Image Credit: Courtesy of Pasadena Economic Development Corporation.
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Work Samples
The following examples of TIP’s work have been made available online by our clients.
Greater Wausau Region Economic Development Strategic Plan, Greater Wausau Chamber
of Commerce | March 2019
http://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/2119/CMS/pdf_forms/2019-03-13-Wausau-Master-Doc-
FINAL-DRAFT.pdf
Comprehensive, Countywide Economic Development Strategy, Travis County, TX (Austin) |
February 2019 (pending final approval)
www.traviscountytx.gov/images/planning_budget/Docs/srp/tc-comp-econ-dev-strat.pdf
Tampa Bay Works: An Employer-Led Regional Workforce Initiative | January 2019
https://www.tampabay.org/sites/default/files/inline-
files/Tampa%20Bay%20Works%20Regional%20Workforce%20Initiative_01.07.18.pdf
Assessment of Middle and Advanced Skills: Information Technology, Borderplex Alliance
(El Paso area) | November 2018
https://www.borderplexjobs.com/files/html/2018-12-
20%20Borderplex%20IT%20Workforce%20Assessment%20FINAL%20%281%29%201.7.19.pdf
Ignite the Region: Northwest Indiana’s Strategy for Economic Transformation, Northwest
Indiana Forum | September 2018
https://www.nwiforum.org/economic-initiative
Cluster Target Industry Study, I-68 Regional Economic Partnership (WV/MD) | June 2018
http://www.gcedonline.com/resources/gced/pdf/2018-06-27-I-68-Target-Industry-Analysis-FINAL.pdf
Regional Prosperity Strategy, Vision North Iowa | April 2018
https://www.visionnorthiowa.com/
Driving the Future (Interstate-41 Corridor Initiative), East Central Wisconsin Regional
Planning Commission | February 2018
http://www.ecwrpc.org/wp-content/uploads/2017/03/2018-03-05-I-41-Corridor-Regional-Strategy-FINAL.pdf
Economic Development Plan, City of Fort Worth (3 volumes) | December 2017
http://fortworthtexas.gov/edplan/
Assessment of Middle and Advanced Skills: Life Sciences and Advanced Manufacturing,
Borderplex Alliance (El Paso area) | November 2017
http://www.borderplexjobs.com/files/html/Borderplex_Workforce_Assessment2017.pdf
Economic Impact and Workforce Transition Study, Savannah River Site Community Reuse
Organization | Aug 2017
https://www.srscro.org/wp-content/uploads/2017/08/2017-08-21-SRS-Consequences-Analysis-FINAL.pdf
https://www.srscro.org/wp-content/uploads/2017/08/2017-08-15-SRS-Overview-Brochure-FINAL.pdf
Economic Development Strategic Plan, Greater Green Bay Chamber | May 2017
https://www.greatergbc.org/media/1896/2017-05-08-greater-gb-strategic-plan-final-short.pdf
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Master Community Workforce Plan, Capital Area WF Board (Austin, TX) | May 2017
http://www.wfscapitalarea.com/MasterCommunityWorkforcePlan.aspx#95992-master-community-workforce-plan
Florida's Great Northwest, Northwest Florida Forward (with Haas Center for Business Research
and Economic Development at the University of West Florida) | February 2017
http://www.northwestfloridaforward.com/page/strategy
Talent 2.0: Regional Workforce Strategy, Fort Collins, CO | February 2017
https://fortcollinschamber.com/program/talent-2-0-2017/
Economic Development Strategic Plan, City of Irving, TX | January 2017
http://issuu.com/cityofirving/docs/irving_ed_strategic_plan?e=11107043/49035980
Ten-Year Economic Development Strategic Plan, Auburn, WA | November 2016
https://www.auburnwa.gov/UserFiles/Servers/Server_11470554/File/City%20Hall/Economic%20Development/Economic_Developm
ent_Strategic_Plan.pdf
A Plan for Economic Prosperity, Montgomery County, MD | November 2016
https://www.montgomerycountymd.gov/ep/comprehensiveES.html
Delaware Growth Agenda, Delaware Business Roundtable | July 2016
http://www.dbrt.org/delaware-growth-agenda
Regional Economic Growth Strategy, West Kentucky Workforce Board | June 2016
http://www.westkentuckyfuture.org/s/2016-11-30-West-KY-Future-Plan-FINAL.pdf
Delta Regional Authority, Regional Development Plan III | April 2016
http://dra.gov/images/uploads/content_files/DRA_RDP3-FINAL_APRIL2016.pdf
Center of Excellence Action Strategy, East Central MI Prosperity Region | January 2016
http://www.emcog.org/rpi_excellence.asp
AVL 5x5 Vision 2020 Economic Development Strategic Plan, Asheville-Buncombe County
Economic Development Coalition | December 2015
https://www.ashevillechamber.org/wp-content/uploads/2018/01/EDC_AVL_5x5_Vision_2020.pdf
Regional Workforce Study, Savannah River Site Community Reuse Org. | April 2015
http://www.srscro.org/wp-content/uploads/2015/04/2015-04-22-SRS-Regional-Workforce-Study-FINAL.pdf
http://www.srscro.org/wp-content/uploads/2015/04/2015-04-16-SRS-Executive-Summary-for-web.pdf
Regional Prosperity Plan and Economic Performance Dashboards, East Central Michigan
Prosperity Region | December 2014
http://www.emcog.org/rpi_plan.asp
http://www.emcog.org/rpi_dashboard.asp
Targeted Competitive Industry Study, US Virgin Islands | December 2014
http://www.usviber.org/wp-content/uploads/2017/03/TIS-2014.pdf
Strategic Plan, Lubbock Economic Development Alliance (TX) | November 2014
http://lubbockeda.org/Lubbock/media/Lubbock/Secondary/2014-11-11-LEDA-Executive-Summary-FINAL.pdf
http://lubbockeda.org/Lubbock/media/Lubbock/Secondary/2015-03-05-LEDA-Strategic-Plan-FINAL.pdf
VISTA 2025 Chester County’s (PA) Economic Development Strategy | October 2014
http://pa-chestercounty.civicplus.com/DocumentCenter/View/20778
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PRICING
As requested, TIP has provided separate pricing for each component of the scope of work. However, the pricing
shown is contingent upon TIP being contracted to perform both components. Fees are exclusive of expenses, which
are estimated below.
Fees
The following breakdown is an estimate and is intended to reflect anticipated level of effort across a range of
personnel and rates. Adjustments may be made between phases to reflect changing priorities and assignments
over the course of the engagement.
COMPONENT & PHASE HOURS FEE
Component 1: Partnership Review 80 $14,000
Component 2: Economic Development Strategic Plan
Phase One: Discovery 280 $43,300
Phase Two: Opportunity 265 $41,025
Phase Three: Implementation 265 $40,675
TOTAL 890 $139,000
Expenses
Expenses are subject to approval and are billed at cost. They include custom data purchases (if any) and travel
and lodging associated with conducting this work. Travel costs represent an estimate based on the number of trips
indicated and may assume varying levels of staffing, travel days, etc. The timing and number of trips would be
discussed as part of the development of a project work plan.
ESTIMATED EXPENSES
Travel Expenses (assumes 5 trips) Per Unit Cost Total
Airfare $350 $3,500
Parking $20 $600
Car rental $75 $1,125
Meals & incidentals $50 $1,500
Lodging $150 $3,000
Subtotal travel expenses $9,772
Other Expenses (e.g., custom data purchases, graphics/images) $150
Total Estimated Expenses $9,922
Note: The stated fee includes the cost of printing up to 10 copies of the final report. Additional copies or custom printing would be
subject to an additional charge. Expense estimate does not include travel expenses related to the Year 1 progress report task.
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APPENDIX: RESUMES
TOM STELLMAN, CEO/Founder | tom@tipstrategies.com
Expertise
Intl./domestic
recruitment
Talent management and
workforce development
Regional economic
strategies
Automotive supplier
strategies
Defense-dependent
communities
Education
Bachelor of Arts, Govt.,
University of TX–Austin.
Affiliations
Board of Directors
(former), TX Economic
Development Council
Advisory Bd. Member
(former), Community
Development Institute
Bd. Member (former),
Ctr. for Intl. Business
and Econ. Research at
UT–Austin
Instructor, Texas Basic
Economic Devt. Course
Experience
Tom Stellman is founder of the consultancy and leads select high-impact project
engagements throughout the country. As developer of TIP’s model of Talent, Innovation,
and Place, he helps clients identify their core value and build consensus around strategies
to promote economic health. He is the lead author of TIP’s Automotive Profile, the Invest
in Texas Business Guide, and the Texas Manufacturing Skills Gap.
Over the last decade, Tom has led defense-related engagements, including the
preparation of a statewide defense diversification strategy for MassDevelopment; an
economic growth strategy for the bi-state region surrounding Fort Campbell; and an
economic diversification plan for Eastern Kern County, CA. He has also expanded the
firm’s workforce practice, including talent-driven analyses and strategies for regional
organizations in Tampa Bay, Houston, Milwaukee, El Paso, and Columbia, SC.
In addition to leading consulting engagements, Tom developed and launched the Invest
in Texas Alliance, a marketing initiative sponsored by 26 economic development
agencies and electric utilities. His team targeted both domestic and international growth
companies through a unique mix of direct marketing and networking, resulting in over $3
billion in investment leads and the location of 15 companies.
Prior to establishing TIP, Tom was director of the Office of International Business for the
Texas Department of Commerce, where his team was charged with promoting the state's
exports, marketing the state to foreign investors, and facilitating communication between
foreign investors and economic development organizations statewide.
Tom also served as staff to the Texas Mexico Authority and as border development
coordinator for the state’s economic development agency. As manager of the Texas
Maquila Supplier Project, he assisted Texas companies expanding and locating in the
border region to serve the Mexican industrial market. A Texas native, Tom lives in Austin
with his wife and their four children.
Significant Projects
Regional economic development planning and target industry analysis: Bismarck-
Mandan, ND; Green River Area Development District, KY; WIRED 26-county
region, KY/IN.
Defense-related work: State of Massachusetts; Fort Campbell, KY; Kern County, CA;
Fort Hood, TX; Sheppard AFB, TX; Anniston Army Depot, AL; Eglin AFB, FL.
Economically driven strategies for workforce boards: Western Kentucky Workforce
Investment Board; Workforce Solutions of Central Texas; Clarksville-Montgomery
County, TN; Workforce Solutions (Lower Rio Grande Valley), TX.
Rural entrepreneurship assessments: Northeast Texas and Southwest Arkansas.
Marketing initiative: Invest in Texas Alliance.
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TRACYE MCDANIEL, President | tracye@tipstrategies.com
Expertise
International/domestic
market development
Business recruitment,
expansion and
retention
Econ. devt. marketing
Tourism development
and marketing
Fundraising strategies
Workforce strategies
Regional economic
devt.
State and regional
public-private p’ships
Affiliations
Current Board Chair,
International Economic
Development Council
Member, Texas
Economic Devt. Council
Fellow, Ford
Foundation Regional
Sustain. Devt.
Appointed, Council on
Innovation
Appointed, NJ Military
Installation Growth and
Development Task Force
Board member (former),
Texas Economic
Development Corp.
Experience
Tracye McDaniel is a recognized trailblazer who has led successful public and private
economic development organizations at the state and regional level under five governors
in two states. She has been a trusted advisor to CEOs, nonprofits, public organizations,
and private enterprises for more than three decades. Tracye has earned a reputation of
creating mutually beneficial strategic partnerships among leaders across a broad
spectrum of industries.
Prior to joining TIP Strategies, Tracye founded McDaniel Strategy Ecosystems and served
as president and CEO for two separate state-level marketing and lead-generation
organizations: first in New Jersey (where she was appointed by then newly elected New
Jersey governor, Chris Christie, and business leaders to serve as the founding CEO of
Choose New Jersey) and later in Texas (where she headed up the Texas Economic
Development Corporation). Her expertise in international business development and
marketing spans more than 50 countries.
Tracye also served as executive vice president and COO of the Greater Houston
Partnership, Houston’s most influential business organization. During her tenure she
refined and implemented the organization’s 10-year strategic plan and teamed with
business leaders to raise more than $32 million and to devise and execute Opportunity
Houston, the organization’s successful economic development global marketing and lead
generation initiative.
Tracye is known for building accomplished teams that get results. She is a sought-after
speaker, presenting to national and international audiences, and has published and
appeared in global publications and news outlets.
Education
BS in Communications, University of Texas at Austin
Significant Projects
Regional economic development planning and execution: Greater Houston
Partnership, Houston, TX
Economic development marketing and fundraising: Opportunity Houston,
Houston, TX.
State-level public-private partnerships for economic development: Choose New
Jersey, Princeton, NJ; TexasOne–Texas Economic Development Corporation,
Austin, TX.
Economic development marketing: Texas Wide Open for Business, Office of the
Governor Economic Development and Tourism, Austin, TX.
Tourism development and marketing: Texas: It’s Like A Whole Other Country, Texas
Department of Economic Development and Tourism, Austin, TX.
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JON ROBERTS, Managing Partner | jon@tipstrategies.com
Expertise
International and
domestic recruitment
Regional economic
strategies
Venture capital and
high-growth
entrepreneurship
Economic development
marketing
Affiliations
Fellow, Wash. World
Affairs Council, Seattle
Natl. Devt. Council,
Economic Devt. Certif.
Member, Texas
Economic Devt.
Council
Member, Intl.
Economic
Development Council
Board of Trustees
(former), KMFA radio
Austin, Texas.
Experience
Jon has been a principal and managing partner at TIP Strategies since 2000. He helped
transition the company from its Texas-based site selection practice to an economic
strategy firm with major national recognition. His portfolio includes planning work from
New York to California, with significant regional projects in the Mississippi Delta,
Seattle’s Puget Sound, and in the Great Lakes area.
Prior to joining TIP, Jon was the director of business development first for the State of
Washington and then under Governor Ann Richards for the State of Texas. During the
transition to Governor Bush’s tenure he helped restructure the state’s economic
development organization and then co-authored the new strategic plan for the State of
Texas. Jon also has deep ties to the state of Oregon. He was vice-president with the
Oregon Technology Fund and was the lead investor for the Hood River Brewing
Company (Full Sail), which continues to hold a prominent place in the craft brewing
industry. He also managed two start-up technology companies: Fiberlite Composites and
LifePort Inc. LifePort was subsequently acquired by Sikorsky.
Jon has served on the boards of several startup technology companies and on state task
forces and gubernatorial committees. He has lectured in business at the University of
Washington, the University of Texas, and was on the faculty at Marylhurst College in
Portland, Oregon. Jon was also the founder of a mountain bike company in Portland: the
Fat Tire Farm, which now operates multiple retail outlets.
Born and raised in Germany, Jon has traveled extensively throughout Europe and Asia.
He resides in Austin but spends his summer in Bend, Oregon.
Education
Post graduate research, University of Oregon.
Master of Arts, Political Philosophy, University of Hawaii.
Bachelor of Arts, University of Hawaii.
Significant Projects
Regional economic devt. planning: Puget Sound Regional Council, WA; Blaine, ID.
Citywide economic development planning: Fort Collins, CO; Clearwater, FL;
Redmond, WA; McKinney, TX.
Comprehensive economic development strategies: Association of Central
Oklahoma Governments; Richmond, VA.
“Envision Central Texas” project for regional planning in the Austin Metro area.
State of Texas Strategic Economic Development Plan.
Recruitment of Matsushita Semiconductor (NSC) to Washington.
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TIP Strategies | theory into practice Denton, TX | Page 24
JEFF MARCELL, Principal | jeff@tipstrategies.com
Expertise
Strategic planning
Policy development
Competitive analysis
and positioning
Project management
Org. fundraising
Change management
Process reengineering
Affiliations
Immediate Past Chair,
Washington Economic
Development Assoc.
Board/Exec
Committee Member
(former), Puget Sound
EDD Board
Founding Board
Member, Aerospace
Futures Alliance
Bd. Member (former)
WA Aerospace P’ship.
Bd./Exec. Comm.
(former) Seattle-King
County WF Dev.
Council
Bd. Member (former),
Seattle Chamber
Member (former),
Multi-cultural & Small
Bus. Task Force -
Seattle Chamber
Experience
As a principal with TIP, Jeff Marcell leads high-profile national consulting engagements
and contributes to the strategic planning of the business. Before joining TIP, Jeff served as
the president and CEO of the Economic Development Council of Seattle and King County
(EDC). He was responsible for the organization’s mission of business and job creation,
retention, expansion, and recruitment in King County. Jeff joined the EDC in 2004, and
during his tenure, rebuilt the organization’s client-based economic development program.
Prior to joining the EDC, Jeff was an economic development consultant with Angelou
Economics, and a marketing executive in the Economic Development Division of the
Greater Houston Partnership. He was responsible for retaining and recruiting corporate
expansions and relocations by marketing and promoting the Houston region nationally
and internationally. During his term with the Partnership, the organization brought in over
25,000 jobs to the Houston region with $3.4 billion in annual economic impact to the
community.
In 2007, Jeff was named one of the Puget Sound Business Journal’s 40 Under 40. In
2013, he received the MacArthur Award for Leadership from the Washington State
Department of Commerce. He has been recognized by the IEDC for his efforts in
Technology-Led Economic Development and Clean Technology, and was the recipient of
an Outstanding Board Service Award from the Seattle-King County Workforce
Development Council, 2012
Education
Juris Doctorate, South Texas College of Law.
Bachelor of Arts, Political Science, Univ of Illinois at Chicago.
Significant Projects
Supervised the recruitment, retention, and expansion of 65 companies representing
nearly 7,000 primary jobs In the Seattle region.
Drafted the program and operation plans for the Delaware Prosperity Partnership,
the Washington Military Alliance (on behalf of the Washington State Department of
Commerce), and for Newport County, RI.
Prepared urban economic development strategies and provided economic
development guidance for Minneapolis-St. Paul and the City of Detroit.
Conducted center of excellence studies and regional strategies for the East Central
Michigan Prosperity Region, the North Iowa region, the Lewis County and Klickitat
County WA region, and the NW Indiana region.
Conducted citywide economic development planning and strategic guidance: City
of Auburn WA, City of Corning NY, Missouri City TX, and the City of Shelton WA.
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TIP Strategies | theory into practice Denton, TX | Page 25
ALEX COOKE, Vice President, Consulting | alex@tipstrategies.com
alex@tipstrategies.com
Expertise
Regional economic
development strategies
Policy analysis
Defense-dependent
communities
Management
consulting
Aerospace and
defense sector
Affiliations
Member, American
Association of Defense
Communities
Experience
Alex Cooke has managed economic strategy projects for a diverse collection of
communities and regions in 20 states and territories—extending from Alaska to the US
Virgin Islands—since joining TIP in 1997.
Alex began his career at TIP running the Invest in Texas Alliance, an international
marketing consortium that generated dozens of foreign direct investment leads for Texas
communities and utilities. Subsequently transitioning to the firm’s economic strategy
consulting practice, he has produced strategic plans, marketing plans, economic base
analyses, and target industry analyses. Today, as a senior consultant, Alex has a
successful track record in project planning, client communications, public input, and
deliverable production.
In addition to economic development, Alex has both public and private sector experience
in the fields of management consulting, higher education, and legislative affairs. His
other professional skills include economic, legislative, and policy analysis; grant proposal
development; federal grant program administration; and performance measurement.
Alex worked as a management consultant with MGT of America and as the director of
research and grants for the International Business Education Program at Texas Tech
University’s Rawls College of Business. At Texas Tech, Alex was responsible for planning
and developing grant funding proposals, researching and coordinating funding
opportunities, communicating with potential funding agencies and foundations, and
administering grant programs.
He is married and is the father of one son.
Education
Master of Public Affairs, LBJ School of Public Affairs, University of Texas at Austin.
Bachelor of Arts, Political Science, Texas Tech University.
Significant Projects
State and regional economic development planning: Delaware Business Roundtable
and Delaware Prosperity Partnership (statewide); I-41 Corridor; WI; Florida’s Great
Northwest; Delta Regional Authority (multi-state); Puget Sound Regional Council,
WA; Together North Jersey; US Virgin Islands.
Defense-related work: State of Washington; State of Massachusetts; Fort Campbell
Region, TN & KY; Texarkana, TX; Anniston, AL; Wichita Falls, TX; Killeen, TX.
Citywide economic development planning: Detroit, MI; Las Vegas, NV; Clearwater,
FL; Richmond, VA; Corpus Christi, TX; Lubbock, TX; Abilene, TX.
Countywide economic development planning: Montgomery County, MD; Chester
County, PA; Clark County, WA; Mat-Su Borough, AK; Kenosha County, WI.
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TIP Strategies | theory into practice Denton, TX | Page 26
JOHN KARRAS, Senior Consultant | john.karras@tipstrategies.com
Expertise
Economic development
strategic planning
Target industry and
industry cluster analysis
Economic and fiscal
impact analysis
Economic development
marketing and digital
lead generation
Downtown
revitalization
Urban planning and
transportation policy
GIS mapping and
spatial analysis
Keynote speaking on
economic development
and urban
revitalization
Experience
John has devoted his career to the bold idea that every community has the potential to
become a more vibrant place. As Senior Consultant with TIP Strategies, John channels his
energies to empower economic development professionals and civic leaders with the
knowledge and tools needed to make their communities more vibrant. John has spent
more than a decade working as a national economic development strategist. John has
worked with thousands of community and business leaders who shared their insights and
contributed to the strategic growth of big cities, suburbs, and rural communities.
In addition to his national strategic consulting portfolio, John has built a reputation as a
leading thinker on urban revitalization trends and their impact on economic
development. He founded urbanSCALE.com in 2013, which introduced the first
comprehensive measure of how urban a city is on a scale of 1 to 10. Through regular
blog posts, urbanSCALE reaches an audience of thousands of economic development
professionals, urban planners, and local government leaders. Opinion pieces and
research from urbanSCALE have been featured in Planetizen, Outside Magazine’s
annual “Best Places to Live” feature, and dozens of local media outlets around the US.
John is a frequent keynote speaker at economic development conferences, urban
revitalization summits, and civic leadership programs.
Before entering the economic development field, John worked in Mayor Michael
Bloomberg’s administration within the New York City Department of Transportation’s
Division of Planning & Sustainability. With the NYC Department of Transportation, he
managed projects that improved freight mobility while balancing needs surrounding
parking, deliveries, transit riders, cyclists, and pedestrians. John also worked as an urban
planning/GIS specialist with AECOM.
John lives in Austin, Texas with his wife and son, where he lives out his obsession of
finding and tasting the world’s best tacos and barbeque.
Education
Master of Science, Community & Regional Planning, University of Texas-Austin
Bachelor of Science, Geography, Texas State University-San Marcos
Significant Projects
Regional economic development planning: Minneapolis-St. Paul, MN; Delta
Regional Authority, MS; East Central Michigan Prosperity Region; Newport, RI;
Rockford, IL; West Kentucky; East Kern County, CA; Oneida Nation of Wisconsin.
Countywide economic development planning: Asheville-Buncombe County, NC;
Lubbock, TX; Green Bay, WI; Wausau, WI; Grant County, NM; Pottawatomie
County, KS; Forsyth County, GA.
Citywide economic development strategies: Fort Worth, TX; Irving, TX; Pflugerville,
TX; San Angelo, TX; Missouri City, TX; Alvin, TX; Pasadena, TX; Buda, TX;
Brownsville, TX; Corning, NY; Bartlesville, OK.
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TIP Strategies | theory into practice Denton, TX | Page 27
ELIZABETH SCOTT, Consultant | elizabeth@tipstrategies.com
Expertise
Domestic and
International Business
Recruitment
Regional Economic
Development
Strategies
Project Management
Target Industry and
Industry Cluster
Analysis
Policy Analysis
Socioeconomic and
Fiscal Impact Analysis
Affiliations
Former member, Port
of Portland Intl. Air
Service Executive
Committee
Former vice chair,
Leadership Clark
County
Former member, Clark
County Railroad
Advisory Board
Experience
Elizabeth has experience managing a wide range of projects including business
recruitment and retention, economic and workforce development strategy, socioeconomic
impact studies, and land use studies. She works closely with community, business, and
academic leaders to develop comprehensive strategies that improve economic vitality
and quality of life.
Prior to joining TIP, Elizabeth spent seven years with the Columbia River Economic
Development Council (CREDC) in Clark County, WA. As the director of business
development, she led the business services team executing the strategy for business
recruitment, retention, and expansion efforts. In this role, she managed over 20 successful
projects including Vigor Industrial, Banfield Pet Hospital Corporate Headquarters,
RealWear, and GTMA. Areas of focus include site selection, permitting processes,
incentives negotiation, higher education engagement, and workforce development.
During her tenure with CREDC, she successfully managed a number of grant programs,
including a four-year, $5 million grant from five federal agencies as part of the
Advanced Manufacturing Jobs and Innovation Accelerator Challenge (AMJIAC) program
for the five county, bi-state Greater Portland-Vancouver Region.
In addition to her economic development expertise, she has over ten years of combined
experience in business development, project management, and research and data
analysis. Early in her career, she supported BRAC/NEPA projects by providing
socioeconomic analysis for environmental assessments and environmental impact
statements.
Education
Master of Natural Resources, Environmental & Land Use Policy, Virginia Tech
Bachelor of Arts, History and Sociology, University of Tampa
Significant Projects
Led and supported over 20 successful recruitment and expansion projects, including
corporate headquarters relocations.
Led Greater Portland AMJIAC & JIAC CTA Programs.
Implemented Target Industry Growth Strategy for Clark County.
Implemented Foreign Direct Investment Strategy for Clark County within the Greater
Portland Region.
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TIP Strategies | theory into practice Denton, TX | Page 28
JENNIFER TODD, Consultant | jenn@tipstrategies.com
jenn@tipstrategies.com
Expertise
Change Management
Policy Development
Project Management
Stakeholder
Engagement
Strategic Planning
Affiliations
Congress for the New
Urbanism Accredited
Experience
Jennifer Todd has over a decade of experience contributing to transformational work in
strategic planning, implementation, and partnership building with a focus on economic
development, organizational strategy, urban planning, sustainability, and
communications. She has experience with long- and short-term project management in
the public and private sector, working with businesses, residents, elected leaders,
governmental agencies, and other community organizations to identify and implement
solutions to complex problems.
Prior to joining TIP, she worked for the City of Austin as a Principal Planner leading a
citywide land development code rewrite as well as the development of corridor and small
area plans; she also contributed to the development of a new departmental strategy.
Other experience with the public sector includes leading community engagement and
urban planning efforts with the District of Columbia Government’s Office of Planning,
Department of Transportation, and Department of the Environment. With the International
Economic Development Council, she designed regional economic development strategies
with a focus on disaster recovery, organizational management and workflow structures,
and identified strategies for sustainable industry development.
Education
Master of Science, Community and Regional Planning, University of Texas at Austin
Bachelor of Arts, History, University of Georgia
Bachelor of Business Administration, Management, University of Georgia
Significant Projects
Land Development Code Rewrite, Mapping and Community Engagement, City of
Austin, Texas.
Citywide Sustainability Plan and Community Engagement Strategy, District of
Columbia Government.
Disaster Recovery Economic Development Strategies: Lake Charles, Louisiana; New
Orleans, Louisiana.
Clean Energy Market Analysis and Strategy, Rockefeller Brothers Fund.
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TIP Strategies | theory into practice Denton, TX | Page 29
JACLYN LE, Consultant | jaclyn@tipstrategies.com
Expertise
Strategy Development
Stakeholder
Engagement
Program Design &
Implementation
Project Management
Grantmaking
Strategies
Policy Analysis
Education
Master of Business
Admin., University of
Texas at Austin
Master of Public
Affairs, University of
Texas at Austin
Bachelor of Arts in
Political Science,
Stanford University
Affiliations
Emerging Practitioners
in Philanthropy
Asian
Americans/Pacific
Islanders in
Philanthropy
Experience
Jaclyn Le has led large-scale, mission-driven initiatives across the public, private, and
social sectors. She has experience managing a wide range of projects focused on the
public K-12 and higher education systems, talent strategies, philanthropic grantmaking,
impact investing, and public policy analysis and advocacy.
Prior to joining TIP, Jaclyn worked in the nonprofit and philanthropic sectors for seven
years, building and implementing initiatives focused on public K-12 education, higher
education, and talent strategies. Most recently, she was a Policy and Advocacy Aide at
Educate Texas, where she organized cross-sector stakeholder engagement initiatives to
strengthen alignment among business, education, and philanthropic leaders. She also
conducted policy analyses and created communications strategies for advocacy
initiatives. In addition, Jaclyn brings several years of experience from the philanthropic
sector, most recently at The Wallace Foundation based in New York City. She designed
large-scale, national initiatives in education and supported the foundation in developing
its grantmaking strategies in education and the arts. During her time at Wallace, Jaclyn
oversaw strategic planning for a $65 million initiative supporting summer learning
programs for over 70,000 students in five urban communities. She also cultivated new
partnerships with organizations advancing diversity and inclusion within the
philanthropic sector.
Jaclyn received a Master of Business Administration from the McCombs School of
Business and a Master of Public Affairs at the LBJ School of Public Affairs at The
University of Texas at Austin. She has a Bachelor of Arts in Political Science with Honors
in Education and University Distinction from Stanford University.
Significant Projects
Led strategic planning for a $65 million national initiative supporting educational
enrichment opportunities for underserved children in five urban school districts.
Led development of an impact investing firm’s strategy to leverage federal
Opportunity Zone tax incentives for investments in low-income communities.
Managed a $1 million portfolio of grants at a community foundation supporting
nonprofits furthering a citywide strategy to increase college completion rates.
Developed a sustainability planning tool, assisting cities and school districts to
sustain financing, scale programs, and foster stakeholder relationships.
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TIP Strategies | theory into practice Denton, TX | Page 30
BRENT MCELREATH, AICP, Managing Director, Analytics | brent@tipstrategies.com
brent@tipstrategies.com
Expertise
Regional and
metropolitan economics
Economic development
strategy
Real estate and property
market fundamentals
Infrastructure analysis
Capital and financial
analysis
Affiliations
Member, American
Institute of Certified
Planners
Member, American
Planning Association
Past Member, Urban
Land Institute.
Experience
Brent has more than 25 years of experience in comparative urban economic analysis. He
has managed research teams in both the public and private sectors and has extensive
work experience in real estate and infrastructure markets, with a focus on their cyclical
and structural drivers. During his career he has spearheaded innovations in scenario
modeling, fiscal impact analysis, and data collection and reporting systems. Brent has
authored, co-authored, and edited numerous white papers, articles, and serial reports on
global property and infrastructure markets during his career.
As a Vice President at MSCI, Brent designed and implemented performance monitoring
systems for metropolitan property markets. He also developed and authored publications
explaining differences in investment risks across property types, metropolitan areas, and
national markets. His graphical analysis became a fixture of MSCI’s annual property
market review presentations in North America, Europe, and the Asia Pacific region.
While at PPR (now CoStar), Brent supervised the publication of 250+ quarterly property
market forecasts. He also oversaw the modernization of PPR’s data collection systems
and led the firm’s initial groundwork in global risk analysis.
Brent’s career began in economic development in Texas in the 1990s. He brings this
background to his current role at TIP, combined with extensive experience in the
dynamics of real estate, infrastructure, and capital markets.
Brent is a member of the American Planning Association and an AICP-certified planner.
Education
Master of Science, Community & Regional Planning, University of Texas–Austin.
Bachelor of Business Administration in Finance, University of Texas–Austin.
Significant Projects
Strategic planning: Fort Worth, TX (2017); Chester County, PA (2014); Las Vegas,
NV (2013); Envision Central Texas (2003).
Prioritization models: global port investment, for Deutsche Bank (2009); global
agricultural markets, for Southern United States Trade Association, (2007); global city
office markets, for Mitsui Fudosan (2004).
Property sector dynamics: European industrial property, for IPD (2013); Asian retail
property, for Prudential (2013), US residential property, for State of Michigan Office
of Retirement Services (2001).
Selected publications: Global Property Performance (2016); The Road to a Seamless
Global Real Estate Portfolio (2016); Sectoral Aspects of Global Infrastructure
Investment (2015); Global Infrastructure Investment: An Overview of the Institutional
Landscape (2014); “Global Real Estate Risk Index,” RE/PS v6, n6 (2002).
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TIP Strategies | theory into practice Denton, TX | Page 31
KAREN BEARD, Senior Analyst | karen@tipstrategies.com
Expertise
Survey research
Regional economic
analysis
Economic and fiscal
impact analysis
Workforce and higher
education analysis
Affiliations
Instructor, Texas Basic
Economic Development
Course
Experience
Karen Beard has extensive experience as a researcher in both the public and private
sector. Since joining TIP in 2000, she has managed consulting engagements for clients
across the country. Karen's current area of focus is helping clients understand their
workforce. Most recently, she completed a labor market assessment for Clarksville-
Montgomery County, Tennessee, which included an update of the Veterans Inventory, a
mechanism for assessing post-military plans of Fort Campbell personnel separating from
service.
Prior to joining TIP, Karen held the position of senior research analyst at the Texas
Department of Economic Development. During her tenure at TDED, she was involved in a
number of projects, including the design and maintenance of the agency's "one stop"
economic development web sites. In this capacity, she served as the principal developer
of the Texas Business & Community Economic Development Clearinghouse, a searchable
database of economic development resources.
As a research associate for the State Bar of Texas, Karen analyzed subjects of interest to
the legal services industry and participated in dozens of law-related survey research
projects, including an extensive annual report on attorney fees and compensation, as
well as an award-winning survey on the concerns of minorities in the legal profession.
She has also conducted research on the disability community for the Texas Rehabilitation
Commission and led a major household travel survey as a research manager for NuStats,
an Austin-based transportation research firm. Other topics that she has addressed include
the evaluation of manufacturing technology centers and the effect of regulation on the
cost of land development.
Education
Master of Science, Community & Regional Planning, University of Texas at Austin.
Bachelor of Arts, Sociology, University of Texas at Austin.
Significant Projects
Regional economic development planning: Green River Area Development District,
KY; WIRED 26-county region, KY/IN; Racine County EDC, WI.
Defense-dependent communities: Anniston Army Depot, AL; Fort Hood, TX; Fort
Campbell, KY.
Workforce projects: Workforce Solutions of Central Texas; Western Kentucky
Workforce Investment Board; Pearland EDC, TX; Workforce Solutions (Lower Rio
Grande Valley).
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TIP Strategies | theory into practice Denton, TX | Page 32
EVAN JOHNSTON, Analyst | evan@tipstrategies.com
Expertise
Regional labor market
analysis
Data manipulation and
statistical analysis
Quantitative and
qualitative research
Education
Bachelor of Arts,
Economics and
Psychology, University
of Texas at Austin
Bachelor of Science,
Mathematics,
University of Texas at
Austin
Experience
Evan works with project managers to collect, organize, and analyze data for clients. He
helps the project team to find reputable, reliable data and to manipulate them into
meaningful analyses, as well as to research policy and edit reports. He specializes in
economic analysis and labor market research. Before joining TIP, Evan worked as a
social science research associate at the University of Texas at Austin on research projects
examining labor market dynamics and entrepreneurship.
Evan holds a Bachelor of Arts in Economics and Psychology and a Bachelor of Science
in Mathematics from the University of Texas at Austin. He also completed certificates in
applied statistical modeling, computer science, and business during his undergrad.
Significant Projects
Job Polarization in Austin: Co-author of Echeverri-Carroll, Oden, Gibson, &
Johnston (2018) “Unintended consequences on gender diversity of high-tech growth
and labor market polarization” in Research Policy.
Austin’s Entrepreneurial Ecosystem: Contributed to a Kauffman Foundation-funded
project to study the emergence of Austin’s entrepreneurial ecosystem.
Acknowledgement of contributions in Echeverri-Carroll and Feldman (2018)
“Chasing entrepreneurial firms” in Industry and Innovation.
Stanford Latino Entrepreneurship Initiative (SLEI): Contributed to a chapter
examining minority entrepreneurship and the ethnic enclave hypothesis using data
from the SLEI’s annual Survey of Latino Business Owners. Acknowledgement of
contributions in “Social Network Utilization among Latino-Owned Businesses”
(Echeverri-Carroll and Mora, forthcoming).
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Exhibit C
INSURANCE REQUIREMENTS AND
WORKERS’ COMPENSATION REQUIREMENTS
Upon contract execution, all insurance requirements shall become contractual obligations, which
the successful contractor 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.
Contractor shall file with the Purchasing Department satisfactory certificates of insurance
including any applicable addendum or endorsements, containing the contract 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, 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:
x 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 or better.
x Any deductibles or self-insured retentions shall be declared in the 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.
x Liability policies shall be endorsed to provide the following:
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.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
x Cancellation: City requires 30 day written notice should any of the policies
described on the certificate be cancelled or materially changed before the
expiration date.
x 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.
x 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.
x 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 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:
x Coverage A shall include premises, operations, products, and completed
operations, independent contractors, contractual liability covering this
contract and broad form property damage coverage.
x Coverage B shall include personal injury.
x 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:
x Bodily injury and Property Damage Liability for premises, operations, products
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
and completed operations, independent contractors and property damage
resulting from explosion, collapse or underground (XCU) exposures.
x Broad form contractual liability (preferably by endorsement) covering this
contract, personal injury liability and broad form property damage liability.
[ ] Automobile Liability Insurance:
Contractor shall provide Commercial Automobile Liability insurance with Combined Single
Limits (CSL) of not less than $500,000 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:
x any auto, or
x all owned hired and non-owned autos.
[ ] Workers’ Compensation Insurance
Contractor shall purchase and maintain Workers’ 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
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 Workers’ 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 $500,000.00
combined bodily injury and property damage per occurrence with a $1,000,000.00
aggregate.
[ ] Fire Damage Legal Liability Insurance
Coverage is required if Broad form General Liability is not provided or is unavailable to the
contractor or if a contractor leases or rents a portion of a City building. Limits of not less
than each occurrence are required.
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
[X ] Professional Liability Insurance
Professional liability insurance with limits not less than $1,000,000.00 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.
[ ] Environmental Liability Insurance
Environmental liability insurance for $1,000,000 to cover all hazards contemplated by this
contract.
[ ] Riggers Insurance
The Contractor shall provide coverage for Rigger’s Liability. Said coverage may be
provided by a Rigger’s Liability endorsement on the existing CGL coverage; through and
Installation Floater covering rigging contractors; or through ISO form IH 00 91 12 11,
Rigger’s Liability Coverage form. Said coverage shall mirror the limits provided by the
CGL coverage
[ ] 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: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
DocuSign Envelope ID: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
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: A44C6206-B2E4-4C69-A93F-6DD0A4CDF54F
Certificate Of Completion
Envelope Id: A44C6206B2E44C69A93F6DD0A4CDF54F Status: Completed
Subject: Please DocuSign: City Council Contract 7184
Source Envelope:
Document Pages: 58 Signatures: 6 Envelope Originator:
Certificate Pages: 6 Initials: 1 Crystal Westbrook
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-06:00) Central Time (US & Canada)
901B Texas Street
Denton, TX 76209
crystal.westbrook@cityofdenton.com
IP Address: 129.120.6.150
Record Tracking
Status: Original
10/11/2019 10:09:31 AM
Holder: Crystal Westbrook
crystal.westbrook@cityofdenton.com
Location: DocuSign
Signer Events Signature Timestamp
Crystal Westbrook
crystal.westbrook@cityofdenton.com
Buyer
City of Denton
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 129.120.6.150
Sent: 10/11/2019 10:15:27 AM
Viewed: 10/11/2019 10:15:38 AM
Signed: 10/11/2019 10:19:45 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: 129.120.6.150
Sent: 10/11/2019 10:19:48 AM
Viewed: 10/11/2019 3:48:36 PM
Signed: 10/11/2019 3:48:59 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Mack Reinwand
mack.reinwand@cityofdenton.com
City of Denton
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 129.120.6.150
Sent: 10/11/2019 3:49:02 PM
Viewed: 10/11/2019 4:02:28 PM
Signed: 10/11/2019 4:07:37 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Tom Stellman
tom@tipstrategies.com
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 72.48.63.67
Sent: 10/11/2019 4:07:40 PM
Viewed: 10/14/2019 8:39:09 AM
Signed: 10/14/2019 8:49:45 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Signer Events Signature Timestamp
Jessica Rogers
jessica.rogers@cityofdenton.com
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 129.120.6.150
Sent: 10/14/2019 8:49:49 AM
Viewed: 10/14/2019 8:56:01 AM
Signed: 10/14/2019 9:36:53 AM
Electronic Record and Signature Disclosure:
Accepted: 10/14/2019 8:56:01 AM
ID: b240c1a6-b159-4e3c-a0b8-6077dfad8af0
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 129.120.6.150
Sent: 10/14/2019 9:36:56 AM
Viewed: 11/7/2019 1:49:36 PM
Signed: 11/7/2019 1:49:47 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: 129.120.6.150
Sent: 11/7/2019 1:49:50 PM
Viewed: 11/7/2019 3:24:21 PM
Signed: 11/7/2019 3:24:28 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: 129.120.6.150
Sent: 11/7/2019 3:24:32 PM
Viewed: 11/7/2019 3:30:36 PM
Signed: 11/7/2019 3:31:13 PM
Electronic Record and Signature Disclosure:
Accepted: 11/7/2019 3:30:36 PM
ID: a0b5db0b-4e00-48f8-a469-0a4715758752
In Ierson Signer Events Signature Timestamp
Editor DeliverI Events Status Timestamp
Igent DeliverI Events Status Timestamp
IntermediarI DeliverI Events Status Timestamp
Certified DeliverI Events Status Timestamp
CarIon CopI Events Status Timestamp
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 10/11/2019 10:19:48 AM
Electronic Record and Signature Disclosure:
CarIon CopI Events Status Timestamp
Not Offered via DocuSign
Sherri Thurman
sherri.thurman@cityofdenton.com
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 10/11/2019 10:19:48 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Jane Richardson
jane.richardson@cityofdenton.com
Assistant City Secretary
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 11/7/2019 3:24:32 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Jessica Rogers
jessica.rogers@cityofdenton.com
Security Level: Email, Account Authentication
(None)
Sent: 11/7/2019 3:31:17 PM
Electronic Record and Signature Disclosure:
Accepted: 10/14/2019 8:56:01 AM
ID: b240c1a6-b159-4e3c-a0b8-6077dfad8af0
Iitness Events Signature Timestamp
IotarI Events Signature Timestamp
Envelope SummarI Events Status Timestamps
Envelope Sent Hashed/Encrypted 11/7/2019 3:31:17 PM
Certified Delivered Security Checked 11/7/2019 3:31:17 PM
Signing Complete Security Checked 11/7/2019 3:31:17 PM
Completed Security Checked 11/7/2019 3:31:17 PM
IaIment 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
you certain written notices or disclosures. Described below are the terms and conditions for
providing to you such notices and disclosures electronically through your DocuSign, Inc.
(DocuSign) Express user account. Please read the information below carefully and thoroughly,
and if you can access this information electronically to your satisfaction and agree to these terms
and conditions, please confirm your agreement by clicking the 'I agree' button at the bottom of
this document.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available
electronically to you by us. For such copies, as long as you are an authorized user of the
DocuSign system you will have the ability to download and print any documents we send to you
through your DocuSign user account for a limited period of time (usually 30 days) after such
documents are first sent to you. After such time, if you wish for us to send you paper copies of
any such documents from our office to you, you will be charged a $0.00 per-page fee. You may
request delivery of such paper copies from us by following the procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time
change your mind and tell us that thereafter you want to receive required notices and disclosures
only in paper format. How you must inform us of your decision to receive future notices and
disclosure in paper format and withdraw your consent to receive notices and disclosures
electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. To indicate to us that you are changing your mind, you must
withdraw your consent using the DocuSign 'Withdraw Consent' form on the signing page of your
DocuSign account. This will indicate to us that you have withdrawn your consent to receive
required notices and disclosures electronically from us and you will no longer be able to use your
DocuSign Express user account to receive required notices and consents electronically from us
or to sign electronically documents from us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through your DocuSign user account all required notices, disclosures,
authorizations, acknowledgements, and other documents that are required to be provided or
made available to you during the course of our relationship with you. To reduce the chance of
you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures
electronically from us.
! !" " !
! !
How to contact City of Denton:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to: purchasing@cityofdenton.com
To advise City of Denton of your new e-mail address
To let us know of a change in your e-mail address where we should send notices and disclosures
electronically to you, you must send an email message to us at melissa.kraft@cityofdenton.com
and in the body of such request you must state: your previous e-mail address, your new e-mail
address. We do not require any other information from you to change your email address..
In addition, you must notify DocuSign, Inc to arrange for your new email address to be reflected
in your DocuSign account by following the process for changing e-mail in DocuSign.
To request paper copies from City of Denton
To request delivery from us of paper copies of the notices and disclosures previously provided
by us to you electronically, you must send us an e-mail to purchasing@cityofdenton.com and in
the body of such request you must state your e-mail address, full name, US Postal address, and
telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with City of Denton
To inform us that you no longer want to receive future notices and disclosures in electronic
format you may:
i. decline to sign a document from within your DocuSign account, and on the subsequent
page, select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an e-mail to purchasing@cityofdenton.com and in the body of such request you
must state your e-mail, full name, IS Postal Address, telephone number, and account
number. We do not need any other information from you to withdraw consent.. The
consequences of your withdrawing consent for online documents will be that transactions
may take a longer time to process..
Required hardware and software
Operating Systems: Windows2000? or WindowsXP?
Browsers (for SENDERS): Internet Explorer 6.0? or above
Browsers (for SIGNERS): Internet Explorer 6.0?, Mozilla FireFox 1.0,
NetScape 7.2 (or above)
Email: Access to a valid email account
Screen Resolution: 800 x 600 minimum
Enabled Security Settings:
•Allow per session cookies
•Users accessing the internet behind a Proxy
Server must enable HTTP 1.1 settings via
proxy connection
** These minimum requirements are subject to change. If these requirements change, we will
provide you with an email message at the email address we have on file for you at that time
providing you with the revised hardware and software requirements, at which time you will
have the right to withdraw your consent.
Acknowledging your access and consent to receive materials electronically
To confirm to us that you can access this information electronically, which will be similar to
other electronic notices and disclosures that we will provide to you, please verify that you
were able to read this electronic disclosure and that you also were able to print on paper or
electronically save this page for your future reference and access or that you were able to
e-mail this disclosure and consent to an address where you will be able to print on paper or
save it for your future reference and access. Further, if you consent to receiving notices and
disclosures exclusively in electronic format on the terms and conditions described above,
please let us know by clicking the 'I agree' button below.
By checking the 'I Agree' box, I confirm that:
• I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF
ELECTRONIC RECORD AND SIGNATURE DISCLOSURES document; and
• I can print on paper the disclosure or save or send the disclosure to a place where I can
print it, for future reference and access; and
• Until or unless I notify City of Denton as described above, I consent to receive from
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.