7416 - Contract Executed
Docusign City Council Transmittal Coversheet
File Name
Purchasing Contact
City Council Target Date
Piggy Back Option
Contract Expiration
Ordinance
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
RFP
UPDATE TO COMPREHENSIVE PLAN
Yes
Cori Power
7416
N/A
January 5, 2021
20-2578
City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
Page 1 of 18
PROFESSIONAL SERVICES AGREEMENT
FOR CONSULTING SERVICES
FILE 7416
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 Matrix Design Group, Inc., with its corporate office
at 2435 Research Parkway, Suite 300 Colorado Springs, CO 80920, 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, an Update to the Comprehensive Plan, as
described in Exhibit A, which is on file at the purchasing office and incorporated herein
(the “Project”).
ARTICLE II
SCOPE OF BASIC SERVICES
The CONSULTANT shall perform the following services in a professional manner:
A. The CONSULTANT shall perform all those services as necessary and as described in the
OWNER’s RFP 7416 – Update to Comprehensive Plan, which is on file at the purchasing
office and made a part hereof as Exhibit A as if written word for word herein.
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City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
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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.
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City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
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ARTICLE IV
TIME OF COMPLETION
CONSULTANT is authorized to commence work under this contract upon execution of this
AGREEMENT. CONSULTANT shall perform and complete its obligations herein in a prompt
and continuous manner, so as to not delay the completion of the Project in accordance with the
schedules as described in Exhibit B. The contract shall remain effective for a period which may
reasonably be required for the completion of the Project, acceptance by an authorized
representative of the OWNER, exhaustion of authorized funds, or termination as provided in this
Agreement, whichever occurs first.
ARTICLE V
COMPENSATION
A. COMPENSATION TERMS:
1. “Subcontract Expense” is defined as expenses incurred by the CONSULTANT in
employment of others in outside firms for services related to this agreement.
2. “Direct Non-Labor Expense” is defined as that expense for any assignment incurred
by the CONSULTANT for supplies, transportation and equipment, travel,
communications, subsistence, and lodging away from home, and similar incidental
expenses in connection with that assignment.
B. BILLING AND PAYMENT: For and in consideration of the professional services to be
performed by the CONSULTANT herein, the OWNER agrees to pay, based on the cost
estimate detail 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, a total fee, including
reimbursement for direct non-labor expenses not to exceed $91,920.
Partial payments to the CONSULTANT will be made on the basis of detailed monthly
statements rendered to and approved by the OWNER through its City Manager or his
designee; however, under no circumstances shall any monthly statement for services
exceed the value of the work performed at the time a statement is rendered.
Nothing contained in this Article shall require the OWNER to pay for any work which is
unsatisfactory, as reasonably determined by the City Manager or his designee, or which is
not submitted in compliance with the terms of this Agreement. The OWNER shall not be
required to make any payments to the CONSULTANT when the CONSULTANT is in
default under this Agreement.
It is specifically understood and agreed that the CONSULTANT shall not be authorized to
undertake any work pursuant to this Agreement which would require additional payments
by the OWNER for any charge, expense, or reimbursement above the maximum not to
exceed fee as stated, without first having obtained written authorization from the OWNER.
The CONSULTANT shall not proceed to perform the services listed in Article III
“Additional Services,” without obtaining prior written authorization from the OWNER.
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City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
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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.
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.
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City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
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ARTICLE VIII
INDEMNITY AGREEMENT
THE CONSULTANT SHALL INDEMNIFY AND SAVE AND HOLD HARMLESS
THE OWNER AND ITS OFFICERS, OFFICIALS, AGENTS, AND EMPLOYEES FROM
AND AGAINST ANY AND ALL LIABILITY, CLAIMS, DEMANDS, DAMAGES,
LOSSES, AND EXPENSES, INCLUDING, BUT NOT LIMITED TO COURT COSTS AND
REASONABLE ATTORNEY FEES ASSERTED AGAINST OR INCURRED BY THE
OWNER, AND INCLUDING, WITHOUT LIMITATION, DAMAGES FOR BODILY AND
PERSONAL INJURY, DEATH AND PROPERTY DAMAGE, RESULTING FROM THE
NEGLIGENT ACTS OR OMISSIONS OF THE CONSULTANT OR ITS OFFICERS,
SHAREHOLDERS, AGENTS, OR EMPLOYEES INCIDENTAL TO, RELATED TO,
AND IN THE EXECUTION, OPERATION, OR PERFORMANCE OF THIS
AGREEMENT.
Nothing in this Agreement shall be construed to create a liability to any person who is not
a party to this Agreement, and nothing herein shall waive any of the parties’ defenses, both at law
or equity, to any claim, cause of action, or litigation filed by anyone not a party to this Agreement,
including the defense of governmental immunity, which defenses are hereby expressly reserved.
ARTICLE IX
INSURANCE
During the performance of the services under this Agreement, CONSULTANT shall
maintain insurance in compliance with the requirements of Exhibit C which is attached hereto and
made a part of this Agreement as if written word for word herein.
ARTICLE X
ALTERNATIVE DISPUTE RESOLUTION
The parties may agree to settle any disputes under this Agreement by submitting the dispute
to mediation with each party bearing its own costs of mediation. No mediation arising out of or
relating to this Agreement, involving one party’s disagreement may include the other party to the
disagreement without the other’s approval. Mediation will not be a condition precedent to suit.
ARTICLE XI
TERMINATION OF AGREEMENT
A. Notwithstanding any other provision of this Agreement, either party may terminate by
giving thirty (30) days’ advance written notice to the other party.
B. This Agreement may be terminated in whole or in part in the event of either party
substantially failing to fulfill its obligations under this Agreement. No such termination
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.
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City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
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C. If the Agreement is terminated prior to completion of the services to be provided hereunder,
CONSULTANT shall immediately cease all services and shall render a final bill for
services to the OWNER within thirty (30) days after the date of termination. The OWNER
shall pay CONSULTANT for all services properly rendered and satisfactorily performed
and for reimbursable expenses to termination incurred prior to the date of termination, in
accordance with Article V “Compensation.” Should the OWNER subsequently contract
with a new consultant for the continuation of services on the Project, CONSULTANT shall
cooperate in providing information. The CONSULTANT shall turn over all documents
prepared or furnished by CONSULTANT pursuant to this Agreement to the OWNER on
or before the date of termination, but may maintain copies of such documents for its use.
ARTICLE XII
RESPONSIBILITY FOR CLAIMS AND LIABILITIES
Approval by the OWNER shall not constitute, nor be deemed a release of the responsibility
and liability of the CONSULTANT, its employees, associates, agents, subcontractors, and
subconsultants for the accuracy and competency of their designs or other work; nor shall such
approval be deemed to be an assumption of such responsibility by the OWNER for any defect in
the design or other work prepared by the CONSULTANT, its employees, subcontractors, agents,
and consultants.
ARTICLE XIII
NOTICES
All notices, communications, and reports required or permitted under this Agreement shall
be personally delivered or mailed to the respective parties by depositing same in the United States
mail to the address shown below, certified mail, return receipt requested, unless otherwise
specified herein. Mailed notices shall be deemed communicated as of three (3) days’ mailing:
To CONSULTANT: To OWNER:
Matrix Design Group, Inc. City of Denton
Felipe A. Zubia, AICP Purchasing Manager –File 7416
255 Oak Street 901B Texas Street
Hooks, TX 75561 Denton, Texas 76209
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.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
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ARTICLE XV
SEVERABILITY
If any provision of this Agreement is found or deemed by a court of competent jurisdiction
to be invalid or unenforceable, it shall be considered severable from the remainder of this
Agreement and shall not cause the remainder to be invalid or unenforceable. In such event, the
parties shall reform this Agreement to replace such stricken provision with a valid and enforceable
provision which comes as close as possible to expressing the intention of the stricken provision.
ARTICLE XVI
COMPLIANCE WITH LAWS
The CONSULTANT shall comply with all federal, state, and local laws, rules, regulations,
and ordinances applicable to the work covered hereunder as those laws may now read or
hereinafter be amended.
ARTICLE XVII
DISCRIMINATION PROHIBITED
In performing the services required hereunder, the CONSULTANT shall not discriminate
against any person on the basis of race, color, religion, sex, sexual orientation, national origin or
ancestry, age, or physical handicap.
ARTICLE XVIII
PERSONNEL
A. The CONSULTANT represents that it has or will secure, at its own expense, all personnel
required to perform all the services required under this Agreement. Such personnel shall
not be employees or officers of, or have any contractual relations with the OWNER.
CONSULTANT shall inform the OWNER of any conflict of interest or potential conflict
of interest that may arise during the term of this Agreement.
B. All services required hereunder will be performed by the CONSULTANT or under its
supervision. All personnel engaged in work shall be qualified, and shall be authorized and
permitted under state and local laws to perform such services.
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.
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ARTICLE XX
MODIFICATION
No waiver or modification of this Agreement or of any covenant, condition, or limitation
herein contained shall be valid unless in writing and duly executed by the party to be charged
therewith, and no evidence of any waiver or modification shall be offered or received in evidence
in any proceeding arising between the parties hereto out of or affecting this Agreement, or the
rights or obligations of the parties hereunder, and unless such waiver or modification is in writing
and duly executed; and the parties further agree that the provisions of this section will not be
waived unless as set forth herein.
ARTICLE XXI
MISCELLANEOUS
A. The following exhibits are attached to and made a part of this Agreement:
Exhibit A – RFP 7416 – Update to Comprehensive Plan for the City of Denton (on file at
the purchasing office)
Exhibit B – Consultant’s Scope of Services Offer, Project Schedule, and Fee Proposal
Exhibit C – Consultant’s Insurance Requirements
Exhibit D – Conflict of Interest Questionnaire
What is called for by one exhibit shall be as binding as if called for by all. In the event of
an inconsistency or conflict in this Agreement and any of the provisions of the exhibits, the
inconsistency or conflict shall be resolved by giving precedence first to this Agreement
then to the exhibits in the order in which they are listed above.
B. This Agreement shall be governed by, construed, and enforced in accordance with, and
subject to, the laws of the State of Texas or federal law, where applicable, without regard
to the conflict of law principles of any jurisdiction. In the event there shall be any dispute
arising out of the terms and conditions of, or in connection with, this Agreement, the party
seeking relief shall submit such dispute to the District Courts of Denton County or if federal
diversity or subject matter jurisdiction exists, to the United States District Court for the
Eastern District of Texas-Sherman Division.
C. For the purpose of this Agreement, the key persons who will perform most of the work
hereunder shall be Felipe Zubia. 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
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relative to the Project, and arranging for the access thereto, and make all provisions for the
CONSULTANT to enter in or upon public and private property as required for the
CONSULTANT to perform services under this Agreement.
F. The captions of this Agreement are for informational purposes only, and shall not in any
way affect the substantive terms or conditions of this Agreement.
G. The parties agree to transact business electronically. Any statutory requirements that
certain terms be in writing will be satisfied using electronic documents and signing.
Electronic signing of this document will be deemed an original for all legal purposes.
ARTICLE XXII
INDEPENDENT CONTRACTOR
CONSULTANT shall provide services to OWNER as an independent contractor, not as an
employee of the OWNER. CONSULTANT shall not have or claim any right arising from
employee status.
ARTICLE XXIII
RIGHT TO AUDIT
The OWNER shall have the right to audit and make copies of the books, records and computations
pertaining to this agreement. The CONTRACTOR shall retain such books, records, documents
and other evidence pertaining to this agreement during the contract period and five years thereafter,
except if an audit is in progress or audit findings are yet unresolved, in which case records shall be
kept until all audit tasks are completed and resolved. These books, records, documents and other
evidence shall be available, within 10 business days of written request. Further, the
CONTRACTOR shall also require all Subcontractors, material suppliers, and other payees to
retain all books, records, documents and other evidence pertaining to this agreement, and to allow
the OWNER similar access to those documents. All books and records will be made available
within a 50 mile radius of the City of Denton. The cost of the audit will be borne by the OWNER
unless the audit reveals an overpayment of 1% or greater. If an 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
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
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have the meanings ascribed to those terms in Section 808.001 of the Texas Government Code. By
signing this agreement, Supplier certifies that Supplier’s signature provides written verification
to the City that Supplier: (1) does not boycott Israel; and (2) will not boycott Israel during the
term of the agreement. Failure to meet or maintain the requirements under this provision will be
considered a material breach.
ARTICLE XXV
Prohibition On Contracts With Companies Doing Business with Iran, Sudan, or a
Foreign Terrorist Organization
Section 2252 of the Texas Government Code restricts CITY from contracting with companies that
do business with Iran, Sudan, or a foreign terrorist organization. By signing this agreement,
Supplier certifies that Supplier’s signature provides written verification to the City that Supplier,
pursuant to Chapter 2252, is not ineligible to enter into this agreement and will not become
ineligible to receive payments under this agreement by doing business with Iran, Sudan, or a
foreign terrorist organization. Failure to meet or maintain the requirements under this provision
will be considered a material breach.
ARTICLE XXVI
CERTIFICATE OF INTERESTED PARTIES ELECTRONIC FILING
In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908 of the
Government Code. The law states that the City may not enter into this contract unless the
Contractor submits a disclosure of interested parties (Form 1295) to the City at the time the
Contractor submits the signed contract. The Texas Ethics Commission has adopted rules requiring
the business entity to file Form 1295 electronically with the Commission.
Contractor will be required to furnish a Certificate of Interest Parties before the contract is
awarded, in accordance with Government Code 2252.908.
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.
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City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
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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:
ROSA RIOS, CITY SECRETARY
BY: _______________________________
MATRIX DESIGN GROUP, INC.,
A COLORADO CORPORATION
“CONSULTANT”
__________________________________
BY: CELESTE WERNER
ITS: PROJECT DIRECTOR
__________________________________
TEXAS ETHICS COMMISSION
CERTIFICATE NUMBER
THIS AGREEMENT HAS BEEN
BOTH REVIEWED AND APPROVED
as to financial and operational
obligations and business terms.
_______________ ________________
SIGNATURE PRINTED NAME
__________________________________
TITLE
__________________________________
DEPARTMENT
APPROVED AS TO LEGAL FORM:
AARON LEAL, CITY ATTORNEY
BY: ____________________________
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
2020-698417
Development Services
Director
Scott McDonald
01/05/2021
DENTON
Prepared for the
DENTONComprehensive Plan
Update to the City Update to the City ofof
Statement of Qualifications:
RFQ #7416
October 2, 2020
Comprehensive Plan
Update to the City Update to the City ofof
Exhibit BDocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
Matrix Design Group, Inc.
255 Oak Street
Hooks, TX 75561
O 870.490.2747
matrixdesigngroup.com
Anniston, AL | Atlanta, GA | Colorado Springs, CO | Denver, CO | Niceville, FL | Parsons, KS | Phoenix, AZ
Sacramento, CA | Tamuning, GUAM | Texarkana, TX | Washington, DC
October 2, 2020
City of Denton
Attn: Ms. Cori Power
901-B Texas Street
Denton, TX 76209
RE: Proposal for an Update to the Comprehensive Plan for the City of Denton, RFP No. 7416
Dear Ms. Power:
Matrix Design Group, Inc. (Matrix) is pleased to submit our proposal for the City of Denton Update to the
Comprehensive Plan. Our experience working with fast-growth communities will be helpful as the City
evaluates recent growth impacts and considers policies and implementation strategies to mitigate the
effects of growth over the next 5 years.
Celeste Werner, FAICP, Executive Vice President, will function as the Project Director and Felipe Zubia, AICP,
will serve as the Project Manager. Felipe has over 25 years of experience spanning roles in both the public
and private sector. Through this experience he has been recognized as a proactive project manager who as
the ability to strategically assess the unique needs of each project.
Matrix has been providing planning services for communities like Denton for over 20 years. During this
time, we have developed best practice approaches that we believe will serve this project well. A few best
practice experiences we believe will be applicable to Denton include:
◼ Community Assessment Experience – As a fast-growth community, Denton is beginning to feel some
strain on City infrastructure and services. Whether the pressure is on government or proprietary
functions, Matrix’s expertise identifying and addressing overburdened infrastructure and services will
help position the City for future success.
◼ Innovation and State-of-the-Art Methods and Solutions – Each community planning process is an
opportunity for our clients to its service delivery and identify new and innovative ways to reach its
residents. Our Growth and Development Indicators allow the community to objectively evaluate the
City’s current vision and identify new and innovative solutions to improve the implementation of the
Denton 2030 Plan.
◼ Budget and Schedule Performance –With the limited budget for this project, it is important that the initial
assessment is precise and targeted to understand and address the issues that will have the most
impact for the community. We have worked with similarly constrained budgets and have delivered
award winning projects on-budget and on-schedule.
◼ Public and Stakeholder Engagement – With a diverse engaged population like Denton, it is important to
proactively reach all stakeholders and build trust and value in the process through a combination of
high-touch and high-tech strategies. This has become even more important in our time of COVID-19.
Matrix is consistently recognized as a leader in community engagement. As recently as this year, we
have received recognition from the International Association of Public Participation (iap2) for public
engagement.
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In summary, we offer Denton a process that is engaging, creative, thought-provoking, and instructive. Our
projects around the country have received recognition for their recommendations and solutions in land use
planning, urban design, public involvement, parks and open space planning, civil engineering, infrastructure
design, and GIS mapping. This recognition is not taken lightly and something that we continually challenge
ourselves to improve for our next client.
We hereby state that this proposal shall be valid for a 120-day period from the date of submission.
You can reach us at the address and phone number above, or by e-mail at matrix@matrixdesigngroup.com.
Sincerely,
Matrix Design Group, Inc.
Celeste Werner, FAICP Felipe A. Zubia, AICP
Project Director Project Manager
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PROPOSAL
About Matrix
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A Proposal: City of Denton Comprehensive Plan Update 1
About Matrix
Matrix improves, adapts, and creates organizations, environments, and tools for human development. We
are a community of planners, designers, economists, engineers, and scientists who engage people in
creative problem solving and collective action. We believe that the environment around us has a profound
impact on our lives, and this belief shapes the principles that guide our work. In our 20-year history, our
staff of 175 have worked with hundreds of communities across the country on various community planning
projects. This experience has provided us with valuable lessons learned and a wealth of best practices
relative to the best ways to assess and leverage each community’s unique attributes and how best to
engage the community for buy-in and support.
Matrix has extensive experience working with fast growth, diverse communities like Denton. Working with
these communities is where Matrix sets itself apart, by understanding that we are an extension of client
staff, working with all stakeholders to develop a plan with the community that meets the established vision
and retains the communities’ values. This approach is not only well-received by our clients, it is recognized
nationally through our award-winning approach to land use planning, design, and community engagement.
Below are communities that have recently been recognized for projects led by Matrix.
Table 1. Award Winning Projects
Year Project Name Organization Award
2020
Flagstaff, AZ
Southside Specific Plan
International Association
of Public Participation
Respect for Diversity,
Inclusion and Culture Award
Tolleson, AZ
Streetscape Plan APA Arizona Best Revitalization
Redevelopment Project
Luke AFB Growth
Management Plan APA Arizona Best Regional Plan
Fort Drum
Joint Land Use Study
APA Federal Planning
Division Outstanding Collaborative Planning
2019 Buckeye General Plan
Update APA Arizona Best General Plan
2018
Estes Valley
Community Center
Colorado Parks and
Recreation Association Columbine Award for Design
High Line Canal Vision Plan APA Colorado National Gold Achievement
Award for Public Outreach
Dyess AFB
Joint Land Use Study
APA Federal Planning
Division
Merit Award - Outstanding
Collaborative Planning Project
Get Outdoors Pueblo APA Colorado Colorado Merit Award for Outreach
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2 About Matrix
What Sets Us Apart
Matrix offers unparalleled experience among our competitors in developing cutting edge community plans
and regulations to support plan implementation. Many of our staff members have experience working on
both plans and codes. This “cross-training” enables and allows us to not only provide you an effective plan
and policy direction, but to also build in recommendations regarding future code updates that will assist
you in implementing your plan.
Our Economist and Land Planners Work Together to Forecast A Realistic Vision. Matrix has extensive
experience developing comprehensive plans in high growth areas and determining realistic growth rates
that will impact the planning area.
We Create Substantive Plans That Are Accessible to a Broad Audience. Matrix has a reputation for
preparing plans and outreach materials that are accessible to all members of the community while still
being very strong on substance to ensure they meet the needs of the administrators and decision-makers.
We accomplish this by creating a clear organizational structure, using concise policy language, and using
illustrative graphics and images to convey key concepts.
We Are Well-Versed in Comprehensive Plan Best Practices. Matrix has extensive experience in
comprehensive planning across the United States. Many of our recent plans have focused on the integration
of sustainability and resilience principles in high growth communities and we are well-versed in aligning
existing plans, policies, and initiatives with the Comprehensive Plan to help advance community priorities
in these areas.
We Have Demonstrated Experience in Consensus Building. We are very proud of our track record of
managing projects to a successful completion. Perhaps the most important indicator of success is our
record of plan adoption. Of the more than 100 plans we have prepared, nearly all of them have been
adopted unanimously by both planning commissions and elected officials, with little to no controversy. We
achieve this by working the update of Denton’s Comprehensive Plan Update closely with both internal and
external stakeholders throughout the process to ensure that they are aware of the issues that the
community is facing; understand how their role in the planning process will help address them; and that
they have a role in identifying the policies and strategies contained in the plan.
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A Proposal: City of Denton Comprehensive Plan Update 3
We Know U.S. and Texas Law. Matrix team members include some of the country’s most experienced
land-use practitioners. Team members bring detailed knowledge of U.S. constitutional and federal land use
law, including how to avoid takings claims, deal with First Amendment issues (signs, adult uses), and ensure
that standards meet due process requirements. Specifically, our team’s extensive comprehensive plan
experience throughout Texas brings to your project the understanding of the importance of property rights,
the market that is driving growth by the major land developers, and balancing the thriving economic market
needs within your area.
Community Engagement Experts
A key aspect of our team is our firm belief in the public participation process and the vital role it serves for
the successful development and implementation of a successful land use study or plan. Such studies and
plans must identify and embrace each community’s vision, principles, and ideals for the future. The success
of this project will depend not only on an insightful review of the existing Comprehensive Plan, but
extensive outreach to, and input from, a broad cross-section of residents, businesses, community
organizations, and other stakeholders in order to determine where the plan has succeeded and where it can
be improved.
Our team recognizes the importance of a multi-level outreach program that successfully engages the broad
demographic spectrum of residents and businesses. This includes techniques to reach out to and engage
typically under-represented populations. We have a proven track record in engaging these populations,
including busy families, seniors, youth, and other hard-to-reach populations. We do this by forming
strategic partnerships with community organizations, focusing on multiple channels of cost-effective
outreach and applying electronic and social media.
Our approach to community outreach is organized to achieve the following three objectives:
1. An inclusive process – engage as many members of the community as possible.
2. An instructive program – educate citizens and decision-makers on the process, issues, options and
potential solutions.
3. A validating experience – ensure citizens and decision-makers are heard and that they see their
voices making a difference in development of the plan.
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Personnel
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A Proposal: City of Denton Comprehensive Plan Update 5
The Matrix Team
Matrix has assembled an extraordinary well-qualified Team focused on providing a quality project for the
City of Denton. Led by our Project Manager, Felipe Zubia, our Team is committed to delivering your
comprehensive plan update on time and exceeding your highest standard of quality and delivering the
project within budget. A key aspect of Matrix’s approach to professional services is the integration of
multiple complementary disciplines in an active, creative, and collaborative process. Our project Team of
community planners, economic development professionals, landscape architects, transportation and
infrastructure engineers, and other experts offer the following range of services to the City of Denton:
◼ Community planning
◼ Community engagement and facilitation
◼ Economic development analysis
◼ Development codes and zoning
◼ Transportation planning and design
◼ Water resources planning and design
◼ Infrastructure planning and design
◼ Community and asset redevelopment
◼ Landscape architecture
◼ Urban design and downtown redevelopment
◼ Geographic information services
◼ Project cost & financial modeling
◼ Multimodal transportation planning
◼ Environmental planning and compliance
◼ Traffic engineering and operations analysis
◼ Statutory compliance
Matrix has been engaged in developing and implementing state-of-the-art planning techniques. Whether
utilizing the latest GIS/Scenario Planning technology, social media, or community engagement software, we
understand that these components are only as good as their creative use and application through
collaboration with our clients. Our recent experience includes:
◼ ESRI ArcGIS/Suitability Analysis
◼ 3D Visualization
◼ Transportation modeling
◼ Buildout modeling through scenario planning
◼ ESRI ArcGIS urban downtown modeling
◼ ESRI ArcGIS StoryMap interactive engagement
◼ Multimodal transportation policy and design,
including Complete Streets
◼ All aspects of social media interaction and web-
based public engagement
Personnel
Our Team of professionals will help you transform your ideas into reality. Our advantage? Felipe Zubia,
AICP, Project Manager, has developed and managed over 40+ comprehensive planning projects, has
intimate knowledge and understanding of the issues and opportunities facing Denton today, versed in Texas
planning law, is committed to bringing to your project cutting edge solutions that will make Denton a model
for the state and nationally and has just completed two major comprehensive plans allowing him to commit
the time necessary to work on your plan.
The Matrix Team, led by Felipe, offers the City an extremely qualified Team of professionals with
comprehensive capabilities that can quickly mobilize to develop your Comprehensive Plan update. Our Team
brings to your project extensive Texas experience and best practices from our national award-winning
projects. bringing best practices that
Our Project Management Team is comprised of, Celeste Werner, FAICP who will provide oversight as the
Project Director. Felipe Zubia, AICP, who will be your day-to-day Project Manager, and Matt Schwalb as
Deputy Project Manager. We use a dual project management approach where both Felipe and Matt will always
be up-to-speed on all aspects of the project, optimizing the City’s ability to work with Matrix when convenient
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if one is not available for situations like vacation. The project Team also comprises accomplished technical
leads for each subject and experienced technical support, coupled with an in-house Team of graphic
designers, GIS specialists, 3D modeling and other support specialties ready to provide services as needed.
The Matrix Team organization chart illustrates our subject matter experts and task leads along with details
of the roles for each professional Team members. Detailed resumes for each person begin on the
subsequent pages.
Organization Chart
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A Proposal: City of Denton Comprehensive Plan Update 7
Celeste Werner, FAICP
Project Director, Community Outreach Task Lead
Celeste is an industry leader with more than 34 years of experience
delivering cutting-edge solutions that meet client objectives and make
community visions real. She has served in both the public and private
sectors and cultivated in-depth knowledge and technical expertise in land
use and growth management planning, comprehensive and master
planning, redevelopment/renewal and urban design, zoning, and
compatibility planning. Celeste is a proven project and program manager
and has successfully executed projects for municipal, state, federal, and
military clients throughout Texas, the United States, and its territories.
Celeste is also a nationally recognized public facilitator who focuses on
conflict resolution, collaboration, and consensus building as key to the
successful adoption and implementation of planning strategies and
solutions. She has directed multiple projects that have been awarded
Outstanding Collaborative Project by the American Planning
Association’s Federal Planning Division and was presented with the
Ancient Order of the Chamorri Award by Guam Governor Felix Camacho
in 2010, it is the highest civilian honor that can be bestowed on a non-
native resident of Guam.
Celeste has extensive experience in Texas, including general,
comprehensive, and downtown planning for urban, suburban, and rural
communities. She brings a diverse skill set, expertise, and proven ability
to develop innovative ideas and solutions appropriate for the region and
community-specific challenges.
Relevant Experience
San Antonio North Sector Plan | Texas
Celeste was the project manager for this plan, which was the lead
planning process for six other sector plans in the City of San Antonio.
The North Sector Plan guided compatible land use in the northern
portion of the City and its area of extraterritorial jurisdiction. The North
Sector Plan presented recommended strategies to guide transportation,
housing, economic development, parks and open spaces, community
facilities, land use and urban design, and military compatibility. An action
plan was developed which identified proposed partnerships to ensure
that the goals of residents, workers and stakeholders established
through an extensive community involvement program are achieved.
Kingsville Compatibility Plan and Implementation |
Kingsville, Texas
Kingsville is primarily an agricultural area; however, there were potential
compatibility challenges associated with surrounding future development
and the local military base. These included determining growth
pressures, potential shortages of housing within the surrounding
communities upon the expansion of the base’s mission, and evaluating
the impacts associated with alternative energy proposals (wind farms).
Celeste assisted as Project Manager and developed recommendations
to update local regulations for the surrounding jurisdictions. The
implementation program involved enacting the recommendation made in
the compatibility plan, updating planning documents and introducing
regulations to ensure the community and military work together to ensure
continued compatibility.
Areas of Expertise
Comprehensive Planning
Community Planning
Visioning Facilitation and Public Involvement
Master Planning
Economic Development
Governance/Policy Planning
Education
B.S. - Urban Planning, Arizona State
University
B.S. - Landscape Architecture, Arizona
State University
Professional Registrations /
Affiliations
Association of Defense Communities,
Board Member
American Institute of Certified Planners
College of Fellows
American Planning Association
Society of American Military Engineers
International Association for Public
Participation
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Celeste Werner, AICP
San Antonio Regional Compatibility Plan and Implementation | San Antonio, Texas
Celeste was the Project Manager for the San Antonio Regional Compatibility Plan and Implementation.
Three plans had identified recommendations for compatibility among the community and a number of military
bases in the area. Matrix developed the framework for which a regional entity could carry out
recommendations. Extensive coordination with the public and other affected stakeholders within San Antonio
and Bexar County ensured the highest level of communication and coordination throughout the process. As
part of the project, extensive communication challenges were analyzed, alternatives for regional frameworks
were developed, a regional implementation strategy was completed, and a framework through which the
goals of the plan could be measured and evaluated was developed.
Bastrop County Compatibility Plan | Bastrop County, Texas
Celeste acted as Deputy Project Manager for this project, which focused on Bastrop County’s significant
residential growth that was likely to encroach on military operations. From 2000 to 2010, Bastrop County had
a 27.3% increase in population, including a 9,000-acre subdivision with 7,000 single-family residences that
had been approved for construction at a site close to the southeast corner of Camp Swift. Conservation and
endangered/threatened species consideration was also a factor, as regional growth to the north and south
might have pushed the endangered Houston Toad onto the installation.
Abilene Compatibility Study | Abilene, Texas
Celeste was the Project Manager for the City of Abilene Compatibility Study. The major issues addressed in
this award-winning study included assessment of potential alternative energy development impacts to the
community and the adjacent Air Force Base, urban development constraints, communication and
coordination among communities and the military, and limited regulations and policies in place to manage
alternative energy project developments.
Joint Base San Antonio-Lackland Annex Light Assessment | Bexar County, Texas
Located in the Bexar County, JBSA-Lackland’s primary role is as a Training Wing (TRW). The installation
provides basic military training (BMT) as well as technical training to prepare airmen for their initial roles in
the Air Force. Municipal growth has created light management issues that affect the Military Working Dog
Campus as well as the Training Annex where the Basic Expeditionary Airman Skills Training (BEAST) and
the Lackland Small Arms Firing Range are located. Without careful study and planning, continued growth in
these areas will only worsen an already challenging situation. Celeste’s focus of this effort is the
development of a comprehensive Ambient Light Pollution Assessment Report that assessed night training
sensitivity areas and activities, measuring existing ambient lighting in order to create a baseline for future
evaluations, and proposing changes to local jurisdiction lighting requirements to reduce impacts on training
and protect public safety.
Bixby Comprehensive Plan Update | Bixby, Oklahoma
Celeste was the Project Manager for this project that involved assessment and updates to transportation,
infrastructure (including technology infrastructure), environmental, and parks and open space plans, as well
as economic development strategies and supporting land use plans. The Bixby project also involved
substantial public engagement in a growing community at the outskirts of the Tulsa Metropolitan Area.
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A Proposal: City of Denton Comprehensive Plan Update 9
Felipe Zubia, AICP
Project Manager, Community Outreach
Felipe has more than 25 years of experience in planning. He has
worked in both the public and private sectors addressing a range of
community planning and land development issues. Felipe is an active
member of the American Planning Association, at both the national
and state level, and certified by the American Institute of Certified
Planners. He regularly shares his knowledge through public
presentations on a range of topics, including land use planning, public
policy, economic development, and transportation.
Relevant Experience
Southside Community Specific Plan | Flagstaff, Arizona
The Flagstaff Southside is an historic, culturally diverse neighborhood
in central Flagstaff that is experiencing development pressure as
Northern Arizona University continues to expand, encroaching into
nearby areas and impacting the affordable housing market. As Project
Manager, Felipe led the assessment of the local housing market and
developed a community-specific outreach plan to better understand
the difficult challenges the Southside and other neighborhoods have
faced throughout Flagstaff’s history, current views of those trends and
events, existing relationships with local government, and residents’
goals moving forward. This project was recently recognized by the
International Association of Public Participation (iap2), receiving the
2020 International Award for public engagement.
Marana General Plan Update | Town of Marana, Arizona
Felipe was the Project Manager for this project, which had extensive
public outreach to help stakeholders work through several issues
unique to the Town of Marana. Such issues included the evaluation of
Arizona State Land for developability and preservation, assessment of
impacts related to the newly proposed Interstate 11 Corridor,
development of multimodal, active transportation routes and the
development of strategies to guide future growth in sensitive areas.
Newport Comprehensive Plan Update |
City of Newport, Rhode Island
Felipe was a lead planner for the Newport Comprehensive Plan
Update that addressed potential sea level rise, economic
diversification, population decline, demographic change, community
preservation, infrastructure decay, and public education. There was a
significant public outreach component to the update process that
helped ensure community buy-in to changes in community plans and
goals.
Bixby Comprehensive Plan Update | City of Bixby, Oklahoma
Felipe was the lead planner for this project, which involved
transportation, infrastructure (including technology infrastructure),
environmental considerations, parks and open space, economic
development, and public engagement.
Buckeye General Plan Update | City of Buckeye, Arizona
Felipe was a lead planner for this unique planning project for the City
of Buckeye. Felipe assisted with the community engagement, which
was crucial for achieving buy-in from the public regarding changes
and updates to the existing plan and entitled areas.
Areas of Expertise
Long Range Planning
Meeting Facilitation
Scenario Planning
Transportation Planning
Zoning Ordinance Updates
Sustainable Planning Policy
Public Policy
Education
B.S. - Regional Development,
University of Arizona
Professional Registrations /
Affiliations
American Institute of Certified Planners
(AICP) No. 015884
Arizona Chapter of American Planning
Association
Arizona Planning Association
American Planning Association
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Felipe Zubia, AICP
Land Use and Transportation Plan | Jonesboro, Arkansas
Principal-in-charge overseeing GIS mapping and scenario planning efforts for the East Arkansas Planning
and Development District (EAPDD) HUD Regional Sustainability Planning Grant. EAPDD is a 12-county
rural region in eastern Arkansas adjacent to the Mississippi River. Responsible for the project oversight
on all aspects of land use and transportation planning, including but not limited to land use, complete
streets and healthy communities.
Arizona Capitol Governmental Mall Plan | AZ Department of Administration
The Arizona Capitol Mall Master Plan is a redevelopment plan to proactively vision, design and implement
both direct public and private investment. As Project Manager, Felipe led the team in developing a
comprehensive plan includes that addresses land use, zoning density and intensity, urban design,
infrastructure analysis, multimodal transportation planning, historic preservation, environmental planning,
demographic and economic analysis, as well as legislative, business and market area analysis.
Specific Area Plan and Zoning Overlay | Town of Queen Creek, Arizona
Queen Creek's zoning ordinance dated to the town’s incorporation and it needed a comprehensive review
and modernization. Felipe led the project which was intended to meet several objectives, including
integration with and cross-references to the town’s code, subdivision ordinance, residential architectural
design standards, engineering design standards, and other land use-related ordinances. The Area Plan
and Zoning Overlay reflected changes in state legislation, including Proposition 207, and established new
zoning maps to support the new and updated ordinances.
Transportation Needs Assessment | El Mirage, Arizona
Comprehensive, citywide transportation needs assessment of its residents to develop and analyze
existing service levels and coverage. Analysis focused on, current modes of transportation and extent to
which each mode is used to access employment, education, health care, recreation, etc.; travel
characteristics - age, gender, employment status, mobility accommodations, etc.
Globe General Plan Update | City of Globe, Arizona
Felipe was principal-in-charge for this award-winning general plan update that included character area
planning, goals and strategies, implementation recommendations, and GIS mapping.
Glendale General Plan | City of Glendale, Arizona
Felipe’s role supporting the project manager in the development of this comprehensive update included
land, transportation, and infrastructure planning; environmental resources; economic development; and
fiscal assessments.
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A Proposal: City of Denton Comprehensive Plan Update 11
Matt Schwalb, MA, MSA
Deputy Project Manager
Economic & Demographic Analysis Task Lead
Matt has nine years of professional experience in conducting economic
and fiscal impact assessments, real estate pro forma development,
focus group facilitation, and survey design, implementation, and
analysis. Throughout his professional career, Matt has conducted a
wide variety of economic impact assessments ranging from evaluating
the impacts of a state’s military footprint to examining the employment,
value added, and fiscal impacts associated with the sports tourism
industry. His extensive experience with impact assessments gives him
a detailed understanding of federal and state-level financial, economic,
and demographic data sources.
Relevant Experience
Luke AFB Growth Management Plan | Glendale, Arizona
Matt is providing the Maricopa Association of Governments (MAG) with
an assessment of economic and workforce development opportunities
available to the communities surrounding Luke AFB. This includes an
economic impact analysis of military spending in the area and how that
spending is expected to grow with the incoming F-35A mission.
Additionally, he is overseeing an analysis of the supply of defense-
related talent. Finally, Matt is developing military spending quotients at
the zip code level to assist MAG to understand how the region
compares with the nation in regard to defense contracts. The outcome
of this assessment will be a series of economic and workforce
development recommendations that will help the region absorb the
expected population increase when implemented.
Downtown Master Plan | Fort Walton Beach, Florida
As lead economic analyst for the Fort Walton Beach Downtown
Redevelopment Master Plan, Matt analyzed market demand for food
and beverage, retail, and office product with an emphasis on retail and
entertainment options due to the project’s location. To better
understand the city’s redevelopment opportunities, Matt calculated the
region’s retail pull factor (the degree to which Fort Walton Beach
attracts food and beverage and other retail consumption from the
surrounding region) and used these patterns to develop supportable
retail and entertainment demand (square footages) for the downtown
redevelopment area. Using these demand estimates, Matt developed a
financial model (pro forma) that estimated the annual financial returns
to private-sector developers interested in investing in the city’s
redevelopment efforts. A series of redevelopment strategies was
provided with all analyses.
PuebloPlex Redevelopment Plan | Pueblo, Colorado
Utilizing IMPLAN modeling matrices, Matt estimated the annual
economic impacts the closure of the Pueblo Chemical Depot and the
Pueblo Chemical Agent Destruction Pilot Plant would have on jobs and
Gross Regional Product. Additionally, he estimated the impacts of the
region’s redevelopment efforts over a 30-year development horizon.
Areas of Expertise
Economic and Fiscal Impact
Assessment
Economic Development
Financial Modeling
Focus Group Facilitation
Survey Research
Data Analytics
Client Management
Education
M.S.A. – Public Administration, University of West Florida
M.A. – Political Science, University of West Florida
B.A. – International Relations, University of West Florida
Professional Registrations /
Affiliations
National Association of Business Economists (NABE)
Center for Regional Economic Competitiveness (CREC)
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Matt Schwalb, MA, MSA
Michigan Protect and Grow Initiative | Statewide
In his role with the Michigan Protect and Grow Initiative, Matt provided annual economic impact estimates
associated with Department of Defense (DoD) spending throughout the State of Michigan. These
estimates include the total economic impacts (direct, indirect, and induced) associated with DoD and
Department of Homeland Security (DHS) funding streams throughout the state, military personnel, veteran
and military retiree pension payments, and defense contracts. For each of these annual updates, Matt
utilized the REMI PI+ econometric model to simulate each spending flow at the county level.
Florida Defense Industry Economic Impact Analysis | Florida
Matt led the 2017 update to the Florida Defense Industry Economic Impact Analysis. This study utilized the
REMI PI+ econometric model to estimate and forecast the economic impacts of Florida’s Defense Industry.
Accompanying this study was the development of the 2017 Florida Defense Factbook, which provided
stakeholders across the state with a graphically intense pamphlet presenting study findings at the state,
regional, and county levels.
Deer Moss Creek Mixed-Use Development | Niceville, Florida
Matt provided market analysis and financial modeling for the 1,100-acre Deer Moss Creek mixed-use
development in Niceville, Florida. Matt worked closely with the developer and provided absorption
forecasts and property valuation estimates for the entire master-planned community. These estimates
ultimately fed into the development’s financial model which estimated the net present value and financial
return (internal rate of return, cash-on-cash, return-on-equity, and return-on-investment) to the developer
and its partners. In addition to the financial model, Matt developed a Tax Increment Financing (TIF) model
that projected the increase in property values and the associate tax revenue that would be collected if a
TIF district were formed to help with financing the development.
Economic Impact Assessments | Nationwide
Throughout his professional career, Matt has conducted a wide variety of economic impact assessments
ranging from evaluating the impacts of a state’s military footprint to examining the associated employment
impacts of military growth. Additionally, Matt is proficient with standard economic input-output models,
including REMI PI+, IMPLAN Modeling Software, and RIMMS II multipliers produced by the U.S. Bureau of
Economic Analysis.
Market Assessment | Edgewood and Harford County, Maryland
Matt led the market assessment for residential and commercial product demand throughout the greater
Edgewood area. This assessment provided the County with 10-year projections for residential units, as
well as retail, office and institutional square footage.
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A Proposal: City of Denton Comprehensive Plan Update 13
Donald H. Brandes, Jr., PLA
Downtown Urban Design Task Lead
As a Vice President and the Director of Landscape Architecture and
Urban Design for Matrix, Don actively leads all multidisciplinary
projects and is responsible for project programming, conceptual
planning and design, and final project design review. Don’s planning
and design passion continues to focus on urban design, waterfront
design, resort and land development, and complex mixed-use
downtown development projects.
Don is the author of several national and professional articles and
publications including Engineering Record, American Society of
Landscape Architecture, and Urban Land Institute. His book,
Developing Difficult Sites: Solutions for Developers and Builders is
published by the National Association of Home Builders (NAHB) in
Washington, D.C., and continues to be a reference for builders and
developers throughout the U.S.
Don has chaired the Urban Land Institute (ULI) Developing Master-
Planned Communities Conference and has been a featured speaker
at the Pacific Coast Builders Conference (PCBC), Rocky Mountain
Land Use Institute (RMLUI), American Society of Landscape
Architects (ASLA), and several other national conferences. As a
Professional Landscape Architect (PLA) in several states, Don is the
recipient of a number of national and state planning and design
awards.
In addition to his 35 years of professional experience, Don is a
member of the American Society of Landscape Architects (ASLA) and
the Urban Land Institute (ULI); University of Colorado College of
Architecture and Planning (CAP) Advisory Board; Chair of the
University of Colorado Design Review Board (DRB); served as an
advisory board member for the Colorado Trust for Public Lands (TPL)
and has served on the Board of Directors of the Downtown Denver
Partnership and several other academic, institutional, and non- profit
boards and foundations.
Relevant Experience
Historic Arkansas Riverwalk of Pueblo, Master Plan Phases
1,2, & 3 | Pueblo, Colorado
Don has served as Principal-in-Charge for the lead planning and
design firm for the award-winning Historic Arkansas Riverwalk of
Pueblo (HARP). The ‘daylighting’ the historic downtown river channel
created a vital downtown waterfront destination linking historic and
new commercial development through a navigable waterway and taxi
system that connects the Pueblo Convention Center and the
downtown historic district. Don led community engagement, master
planning, and five (5) phases of construction documentation.
Areas of Expertise
Strategic and Redevelopment Planning
Master Planning
Project Initiation and Programming
Landscape Architecture
Urban and Riverfront Design
Land Planning
Facilitation and Public Involvement
Education
M.L.A. – Landscape Architecture,
University of Colorado at Denver
B.S. – Political Science, University of
Colorado at Boulder
Professional Registrations /
Affiliations
Arizona Professional Landscape
Architect, License No. 52984
Colorado Professional Landscape
Architect, License No. 000146
New Mexico Professional Landscape
Architect, License No. 34
American Society of Landscape
Architects
Urban Land Institute
Downtown Denver Partnership, Inc.
Colorado Trust for Public Land (TPL),
Former Board Member
University of Colorado – Design
Review Board Chair
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
14 Personnel
Donald H. Brandes, Jr., PLA
Downtown Pueblo Urban Design Framework | Pueblo, Colorado
The success of the Downtown Pueblo redevelopment prompted the desire for convention center
expansion, additional parking, hotel rooms and consideration of a downtown AAA baseball stadium. Don
was Principal in Charge in preparing an urban design framework plan to accommodate new
improvements and address existing downtown issues. Plans documenting existing and proposed land
use, access and circulation, infrastructure, and drainage and hydrological improvements provided the
structure for future development. The framework plan also addressed key circulation connections,
including waterfront boat management, drainage and property acquisition strategies.
Infinity Park | Glendale, Colorado
Don was the principal and main landscape architect for the first municipal international rugby stadium in
the United States. Infinity Park includes a 5,000-seat stadium, three event/performance plazas, a state-of-
the art sports center, rugby club, U.S. rugby hall of fame, conference center, and park containing a
tournament pitch. Surrounded by the City of Denver, Infinity Park draws thousands of people to the area
and generates redevelopment opportunities in the immediate vicinity. Plazas have been designed to
accommodate a variety of events and performances making the entire facility a flexible civic amenity.
Estes Park Downtown & Riverfront | Estes Park, Colorado
The Town of Estes Park wished to maintain and increase its ability to provide year-round retail and
commercial activity leading to the restoration of the Elkhorn Avenue (US 34) downtown streetscape, and
the Big Thompson and Fall River downtown riverfronts. Don was Principal in Charge as the lead planning
and design consultant for master planning and preparation of the construction documents for all
streetscape and river improvements.
Smoky Hill River Downtown Master Plan | Salina, Kansas
Don was the principal-in-charge for a long-range, five (5) phase strategy to complete construction of a
downtown revitalization project. Phase one public awareness and outreach included project organization
and identity, inventory mapping and analysis of existing conditions, a series of stakeholder outreach
meetings and presentations, and three public engagement events, spanning five days. The 9-month
process included organization of seven committees comprised of 80 active volunteers, 14 civic group
presentations, and radio and television broadcast interviews. At public engagement events, an estimated
4,000 citizens participated in informational and interactive exercises to identify preferred uses, activities,
and riverfront improvement locations. Over 2,400 individual data inputs were mapped, and 330 detailed
questionnaires were completed documenting use patterns, preferences, and overwhelming community
support for the project.
Relevant and Related Master Planning Projects:
◼ Fort Walton Beach Downtown Master Plan, Fort Walton Beach, Florida
◼ Medford Downtown and Riverfront Master Plan, Medford, Oregon
◼ Sioux Falls Downtown and Riverfront Master Plan, Sioux Falls, South Dakota
◼ McData Corporate Campus Master Plan, Denver, Colorado
◼ Obermeyer Downtown Urban Design, Aspen, Colorado
◼ Solterra Master Planned Community, Lakewood, Colorado
◼ City of Saratoga Downtown Streetscape Master Plan, Saratoga, California
◼ Cherry Creek Entertainment District Master Plan, Glendale, Colorado
◼ Casa Grande Downtown Master Plan, Casa Grande, Arizona
◼ Turlock Downtown Redevelopment Master Plan, Turlock, California
◼ South Quebec Streetscape Master Plan, Denver, Colorado
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 15
Patrick Chelin, PE
Infrastructure & Development Task Lead
Patrick has 25 years of experience leading multidisciplinary teams on
complex development and redevelopment projects. His expertise
includes master planning, entitlements, and infra-structure design for
multi-year, phased development. Patrick has led the Central Park
(formerly Stapleton) Redevelopment project for Matrix since 2003 and
has been responsible for more than $150 million of improvements
during that time. Patrick is also the program manager for the Sterling
Ranch Development, responsible for managing the $1.1 billion of
improvements that will be constructed over the next 20 years.
Relevant Experience
Central Park (formerly Stapleton) Redevelopment, Park
Creek Metropolitan District | Denver, Colorado
As Deputy Program Manager and Project Manager for infrastructure
supporting this mixed-use development, Patrick has been an integral
part of the Central Park team since 2003. He leads the infrastructure
design for the major filings there as well as the Master Planning and
General Development Plan (GDP) preparation for the redevelopment.
Patrick has led the efforts on the design and entitlement of 12 filings
that include more than $200 million worth of infrastructure at Central
Park.
North Stapleton GDP IMP 2011 Update and Section 10 GDP
IMP | Denver, Colorado
Patrick led multidisciplinary teams that included parks designers,
traffic engineers, lighting consultants, land planners, and surveyors
through the Denver GDP process. He worked extensively to revise
unwieldy grading concepts to create a project that now balances
North Stapleton and also balances the remainder of Stapleton utilizing
export from Section 10. Since the inception of these two plans, Patrick
has led the design teams implementing them, completing the North
Stapleton portion in 2015 and leading the first design effort in Section
10 currently underway.
Sterling Ranch | Douglas County, Colorado
Patrick leads the Matrix team that is responsible for the Master
Planning and overall project coordination for this 3,400-acre
development in northwest Douglas County. The project includes the
creation of a Water and Sanitation District with several sanitary lift
stations and an interim treatment plant, along with the rehabilitation of
an existing treatment facility, a new water treatment facility and
associated storage tanks, and a regional stormwater detention
(jurisdictional dam) that is combined with raw water storage and
rainwater harvesting. Under Patrick’s guidance, Matrix has prepared a
phasing plan and cost model for the 20-year program that, with
inflation, is valued at more than $1 billion.
Areas of Expertise
Land Development
Site Entitlement
Civil Engineering
Utility Coordination
Design Permit Coordination
Transportation Infrastructure
Education
B.S. - Civil Engineering, University of
Washington
Professional Registrations /
Affiliations
Arizona Professional Engineer, License
No. 47562
Colorado Professional Engineer,
License No. 36448
Washington Professional Engineer,
License No. 38306
Wyoming Professional Engineer,
License No. 11916
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
16 Personnel
Patrick Chelin, PE
Auraria Campus Infrastructure Master Plan | Denver, Colorado
Patrick was the Project Engineer for the water infrastructure portion of this 2.5 million-square foot
campus. He was responsible for an extensive review of the existing infrastructure and coordination with
Denver Water to ensure that proper supply was available as the campus expanded.
Baseline Community – Master Plan and Infrastructure Design | Broomfield, Colorado
Patrick leads the design team responsible for updating the previously prepared Master Plan to entitle an
additional 5,000 units of residential units, on top of the already allowed 4,300 units and 18 million square
feet of office/retail/commercial. Matrix also developed a new stream master plan for Preble Creek as well
as designed the infrastructure to support 400 units of single family attached/detached units in the West
Sheridan neighborhood. As part of this effort, Matrix widened existing Sheridan Boulevard to four lanes
and evaluated utilities to ensure they can accommodate future development. Matrix also designed over
two miles of off-site sanitary sewer in future development along with designed over one mile of Preble
Creek.
Holly Park - Thrive | Westminster, Colorado
Patrick is the project manager for the 58-unit additional townhomes within the Holly Park Project. To date,
Matrix has prepared an Infrastructure Cost Model for both the Thrive scope as well as city scope along
with looked at conceptual utility layouts to match the Thrive site plan. Matrix is also providing full
engineering design, entitlements through the City of Westminster process, survey, and landscape
architecture design to support the 58-unit development.
Eastbridge Town Center | Denver, Colorado
Patrick is the project manager for infrastructure design for six planned retail buildings. Project included
converting an existing roadway from public to private to allow for frequent special events closures and
implementing midblock crossings with traffic tables (raised walks) and other traffic calming measures.
Steamboat Springs Downtown Streetscape | Denver, Colorado
Patrick was the principal-in-charge for the streetscape project of Steamboat Springs that includes Lincoln
Avenue (U.S. Highway 40) from 3rd Street to 13th Street as well as Oak Street and Yampa Avenue.
Patrick coordinated the public input process and coordination with the City of Steamboat Springs and
Colorado Department of Transportation. The project construction documents include grading, drainage,
roadway and utility design as well as coordination with the landscape architectural plans.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 17
Chad Daines, AICP
Land Use & Zoning Task Lead
Chad is a professional planner with over 32 years of city and county
planning experience in urban and rural communities with a focus on
community planning. Chad’s extensive career has involved wide-
ranging experience in the area of zoning code amendments and
general planning, specifically in the development of highly complex
zoning regulations to implement community policy as expressed in the
General Plan for communities. His background affords a strong skill
set to critically assess and provide pragmatic, effective new policies
and regulations to realize community goals and objectives.
Relevant Experience
Walton County Comprehensive Plan and Land Development
Code | Walton County, Florida
Comprehensive amendments to the Comprehensive Plan and Land
Development Code to create alignment between the two documents.
Included new land use categories and polices, consolidated zoning
districts, new permitted use table and definitions section, conditional
use permit review criteria and standards and updated development
review and approvals procedures. Included rewrite of the Sign Code
for Reed v. Town of Gilbert compliance through viewpoint and content
neutral sign regulations.
Peoria Zoning Code and Subdivision Ordinance
Amendments | Peoria, Arizona
Comprehensive amendments to the Peoria Zoning and Subdivision
Ordinance including procedures, design review, consolidation of
zoning districts, signs desert lands conservation, parking, general
development standards, permitted use table, definitions and
conditional use standards.
PuebloPlex Zoning Overlay | Pueblo, Colorado
Establishment of new planned area development standards
implementing a redevelopment plan for PuebloPlex Depot. Included
establishment of zoning districts, land use table, landscaping, general
development standards, approval procedures and processes.
Included Reed v. Town of Gilbert compliant Sign Code through
viewpoint and content neutral sign regulations.
Community Development Code |
Klamath Falls and Klamath County, Oregon
Creation of overlay zoning districts for both the City of Klamath Falls
and Klamath County implementing the results of the Kingsley Field
Joint land Use Study. The overall established five subzones based on
noise, vertical obstruction, safety and clear zones and included
modified permitted land use tables from the city zoning code to
establish compatible development with the mission of the military
installation.
Areas of Expertise
Comprehensive / Long Range Planning
Zoning and Land Development Regulations
Community Planning and Visioning
Master Planning / Site Planning
Public Participation / Stakeholder Facilitation
Design Review
Joint Land Use Study Implementing Zoning Regulations
Education
Master of Environmental and Urban
Planning, 42 Hours completed (47
required), Arizona State University
B.S. - Political Science and Planning,
Arizona State University
Professional Registrations /
Affiliations
American Institute of Certified Planners
American Planning Association
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
18 Personnel
Chad Daines, AICP
Maxwell AFB – Gunter Annex Joint Land Use Study | Montgomery, Alabama
The Maxwell AFB – Gunter Annex is in south-central Alabama near the City of Montgomery and is the
home of 42nd Air Base Wing and Air University, which supports the education for planners and leaders in
air and space power for the Air Force. Chad’s work involved the creation of a Military Compatibility
Element for the City of Montgomery Comprehensive Plan, establishing policies to ensure sustainability of
the mission at Maxwell AFB into the future.
Master Plan, City Charter, and Enabling Legislation, Design Guidelines and Zoning Code |
Hagåtña, Guam
New General Plan providing for revitalization and redevelopment of the historic capital city of Guam. City
Charter establishing the structure and functions of the city. Comprehensive amendments to Guam
Territorial Law to enable formation of municipality. New hybrid form-based and conventional zoning
district structured Zoning Code including form-based districts, development processes, review criteria,
appeals, noticing, public participation, signs, parking, landscaping, permitted use table, conditional use
standards, costal development standards, definitions and all general development standards.
Town of Oro Valley General Plan | Town of Oro Valley, Arizona
The Town of Oro Valley is a 45-square mile community on the north side of the Tucson metropolitan area.
As a key member of a team which created the new General Plan for the community, Chad contributed to
the detailed land use compatibility analysis and policy development.
Zoning Code and Subdivision Code Amendments | Town of Oro Valley, Arizona
Numerous amendments to the Oro Valley Zoning Code including comprehensive amendments to
implement new design review process, design review standards, public art call for artists process, senior
care, public participation and environmental sensitive lands. Included Reed v. Town of Gilbert compliant
Sign Code re-write.
Land Development Code and Subdivision Code Amendments | Yavapai County, Arizona
Numerous comprehensive amendments to LDC to implement County General Plan including urban area
development standards, floodplain regulations, conservation subdivision design standards and general
regulations. Included diverse regulations to reflect urban and rural areas. The 8,600 square mile planning
area of Yavapai County includes urban areas such as Prescott and Sedona, and also includes numerous
sparsely populated communities in rural areas.
Development Services Director | Yavapai County, Arizona
Chad served as Development Services Director and Floodplain Administrator for Yavapai County
Arizona, a diverse area with rural and urban areas covering 8,600 square miles. Chad led a 60-member
team and development and administration of a combined $16.5 million project. He managed local
regional planning, transportation coordination, planning research and demographic projections,
coordinated the regional Consensus Count, regional environmental services and floodplain management.
Planning Manager | City of Peoria, Arizona
Chad served as Planning Manager for the City of Peoria, a rapidly growing community in the Phoenix
metropolitan area. As a Planning Manager at the City of Peoria, Chad focused on the numerous land use
compatibility issues facing a rapidly growing community. During his tenure as Planning Manager, Chad
was involved in the systematic revision to the entire zoning ordinance. Notable examples of the vast array
of development tools he personally created included a revised design review ordinance, planned
community development zoning district, mixed-use development zoning district, desert lands conservation
and hillside development.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 19
Janie Hollingsworth, PE
Transportation Mobility Task Lead
Janie is Matrix’s Director of Traffic Engineering with over 20 years’
experience in traffic engineering and more than 10 years of experience
in highway-rail grade crossing safety. Janie holds professional licenses
in multiple states and contributes to the development of industry
standards as a member of the National Committee on Uniformed
Traffic Control Devices. Her career has been punctuated by prominent
assignments for traffic planning and highway-rail grade crossing safety
that have led to her involvement in numerous complex projects
throughout the United States, including extensive work in Texas.
She has worked in concert with Class I railroads, transit agencies,
national agencies, state DOT departments, and other officials during
the design and construction phases of highway projects. Janie has
worked closely with Union Pacific Railroad, BNSF Railway, Texas
DOT, and numerous agencies in the Dallas and Fort Worth areas to
coordinate designs and improve railroad crossing operations. She has
conducted several training seminars throughout the United States on
industry best practices and standards relating to grade crossing safety.
Earlier in her career, Janie held the position of senior traffic engineer
with the City and County of Denver and County Traffic Engineer with
Indian River County with oversight of plan review of multimillion and
multibillion roadway design, commuter-rail/high-speed rail expansion,
construction phasing, sign/pavement marking design, and traffic signal
design. This unique combination of experience in traffic design of
roadways, signals and grade crossings provides agencies unparalleled
expertise and guidance throughout the project design. Furthermore,
her requisite knowledge of railroad, agency standards and industry
best practices allows for a more efficient planning and design process.
Relevant Experience
BNSF Railway Preemption Program | Texas
As former vice president for CTC, Inc., Janie provided the lead
oversight of the railroad preemption services for BNSF, including
Phase I and II work in Texas. In Phase I, Janie reviewed preemption
data collection and recommended modifications at the railroad’s
interconnected highway-rail grade crossings. In Phase II, Janie
reviewed preemption prioritization and recommended modifications,
according to a predetermined matrix approved by the client. She
worked in coordination with BNSF Manager of Public Projects, signal
design engineers, as well as, local and state agencies throughout both
phases of the preemption program. She also provided key geometric
roadway design and railroad preemption recommendations for several
high crash highway-rail grade crossing locations throughout the United
States.
Areas of Expertise
Strategic Planning
Transit Operations
Traffic Management
Safety & Security
Crisis Operations
Executive Briefings
Traffic Engineering
Business Development
Event Transportation Management
Education
B.S. – Civil Engineering, University of
Colorado at Denver, 1999
Professional Registrations /
Affiliations
Texas Registered Professional
Engineer, License No. 110570
California Professional Engineer,
License No. C85160
Arizona Professional Engineer,
License No. 58311
Colorado Professional Engineer,
License No. 0038448
Florida Professional Engineer,
License No. 74138
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
20 Personnel
Janie Hollingsworth, PE
Union Pacific Railroad Preemption (Signal Design Project) | Texas
As vice president for CTC, Inc., Janie provided engineering consulting services to UP in all areas related
to traffic-signal preemption, highway-rail grade crossing safety, and interconnection for traffic signals
adjacent to highway-rail grade crossing warning systems. She reviewed advance preemption times and
preemption operations for highway-rail grade crossings proposed for new construction throughout Texas.
She worked closely with Texas DOT in conducting on-site inspections and developing reports
documenting operational and safety improvements to agencies to enhance the preemption operation and
improve safety.
LiveNation Toyota Music Factory 2018 | Irving, Texas
Provided consulting services in reviewing traffic management plan for venue and made recommendations
to improve ride-sourcing operations, directional way-finding signs, and parking operations. Conducted on-
site visits during events, reviewed proposed shuttle operation from transit center, employee parking area
and private lots to the venue.
CEDIA Expo 2016| Dallas, Texas
As the majority owner and Chief Executive Officer of Event Transportation Associates, Janie was
responsible for development of a temporary transit system for the conference connecting attendees to
hotels, event venues and convention center. Janie held oversight of all transportation management plans
for shuttle operation and pedestrian connectivity. She provided extensive coordination with convention
center, hotel managers, local businesses, City of Dallas and CEDIA event managers to transport
thousands of attendees.
County Traffic Engineer 2019-2020 | Indian River County, Florida
As the County Traffic Engineer, Janie was responsible for review and approval of roadway design,
development review plans, construction phasing, traffic signal design, traffic signal timing and sign and
pavement marking design. She developed Hurricane Operation Plans for the County to improve safety
and operation during mass evacuations. Janie also developed the Traffic Management Center upgrade
plans to interconnect 220+ traffic signals to central command center and Emergency Operations Center.
Chief Executive Officer of Event Transportation Associates (ETA) 2016-2019 | Nationwide
Majority owner of ETA with offices located in Seattle Metro, Denver, Fort Worth, Orlando and Los
Angeles. Janie was responsible for all operations and logistics for company. Managed executive team,
financials, HR, marketing and business development. Oversight of traffic management plans for high
capacity special events nationally and internationally drawing visitors in the millions.
Vice President of Engineering for CTC, Inc. 2011-2016 | Fort Worth, Texas
Responsibilities included delivering engineering consulting services to public agencies, railroads, and
contractors in areas relating to traffic signal preemption, highway-rail grade crossing safety, and
interconnection for traffic signals adjacent to highway-rail grade crossings. Completed highway-rail grade
crossing safety audits. Supervised and led 1,000+ Class I highway-rail grade crossing / traffic signal
inspections and closure studies, ensuring adherence to quality and safety standards.
FasTracks Commuter Rail 2009-2011 | Denver, Colorado
As a senior traffic engineer with the City and County of Denver, Janie was responsible for review and
approval of roadway design, traffic signal design, and sign and pavement marking design for the East Rail
Line, a 22.8-mile commuter rail transit corridor expansion. She also reviewed station area developments
along the corridor and recommended roadway design modifications to improve pedestrian and traffic
operations. Janie played a significant role in obtaining funding and developing a conceptual design of the
Peoria grade-separation.
Senior Traffic Engineer for the City and County of Denver 1999 -2011 | Denver, Colorado
Responsibilities included supervising professional and technical staff, developing and revising city
standards for roadways and traffic control devices, designing traffic calming projects, overseeing the city’s
500,000+ signs and pavement markings program, providing plan review of commuter rail and light rail
transit plans, designing roadway improvements, creating temporary traffic management plans for
construction projects and events, and evaluating traffic simulations models.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 21
Thomas W. Kopf, PLA
Parks / Recreation / Open Space Task Lead
Tom provides design vision for community design, architecture and
landscape architecture for residential and mixed-use communities to
create great and livable places. Prior to joining Matrix, Tom was a
partner with DTJ Design for 19 years and Founder / Owner of the
Design Alliance, Limited. Tom is a nationally recognized speaker and
communicator and has spoken for over 30 years at the International
Builders Show, PCBC, and ULI, as well as many local associations.
Tom has authored numerous articles and is considered a thought leader
in the industry. His book, Building Community, published by
BuilderBooks is a go-to design book for community developers.
In addition to residential community master planning, site planning and
landscape architecture, Tom has designed mixed-use town centers,
resort communities, urban environments, and parks. His design
leadership is focused on creating the places for the events in people’s
lives and enhanced real estate value for his clients. He recently led a
team that master planned a new town center in Lakeway, Texas and is
currently working on a mixed-use urban village near Edmonton, Alberta.
Tom has written design guidelines to establish the visual character of
place and is part of the Design Review Committee for several of the
communities he has designed.
Relevant Experience
Arizona Government Mall | Phoenix, Arizona
Matrix is currently developing a comprehensive to the plan providing the
State with planning services including: urban planning, urban design,
transportation planning, historic preservation, environmental planning,
demographic and economic analysis, legal analysis and business and
market area analysis. Tom is providing landscape architecture and
urban planning to the project.
City Center Specific Plan | Avondale, Arizona
Matrix is currently working to develop the Avondale boulevard Specific
Area/City Center Plan in order to implement the City Council’s vision for
the Boulevard as a premier destination for shopping, restaurants, and
entertainment, with exciting missed-use development to include hotels,
quality higher-density housing, professional office space, and an
atmosphere that is fun, pedestrian-friendly, and conducive to daytime
and nighttime activities. Tom is helping to develop the landscape
architecture plan.
Downtown Master Plan | Fort Walton Beach, Florida
Downtown Fort Walton Beach’s existing alignment and increasing traffic
volumes of the historic “main street” of the Fort Walton Beach
downtown, has shifted the focus from pedestrians to vehicles through
this critical commercial corridor which has negatively impacted
downtown businesses and minimized redevelopment opportunities.
Matrix Design Group was retained by the City to create a visionary and
transformative vision of the downtown as a unique, destination-based,
entertainment district.
Areas of Expertise
Community Visioning and
Programming
Community Master Planning
Resort Planning
Site Planning
Landscape Architecture
Architectural Concepts
Communication and Entitlements
Education
B.S. – Landscape Architecture,
University of Guelph, Ontario, Canada
Professional Registrations /
Affiliations
Colorado Professional Landscape
Architect, License No. 434
American Society of Landscape
Architects
National Association of Home Builders
Prairie Center, Design Review
Committee
Trinity Commons Housing Corporation
Board Member
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
22 Personnel
Thomas W. Kopf, PLA
Residential Communities
◼ Quigley Canyon, Hailey, Idaho
◼ Kona Ranch, Missoula, Montana
◼ Rehberg Ranch, Billings, Montana
◼ Triple Creek Meadows, Bozeman, Montana
◼ Daly Downs, Hamilton, Montana
◼ Bryce’s Valley, Rifle, Colorado
◼ Salt Creek Ranch, Eagle, Colorado
◼ The Hill, Ft. Collins, Colorado
◼ McKay Landing, Broomfield, Colorado
◼ Mill Creek, Lancaster, Pennsylvania
◼ Walden, Harrisburg, Pennsylvania
◼ Stone Bridge, Gettysburg, Pennsylvania
◼ Prairie Center, Broomfield, Colorado
◼ Anthology, Parker, Colorado
◼ Denver Connection, Denver, Colorado
◼ Edgewood Country Club Concept, Englewood, New Jersey
◼ Windler Homestead, Aurora, Colorado
◼ Domenico Farms, Lafayette, Colorado
◼ Legacy Ridge (various parcels), Westminster, Colorado
◼ Stonehocker Farms, Adams County, Colorado
◼ Headwaters, Forest Lakes, Minnesota
◼ Village at Autumn Lake, Madison, Wisconsin
◼ Vista Ridge, Littleton, Colorado
Mixed-Used Communities
◼ Grande Dunes, Myrtle Beach, South Carolina
◼ Midtown, St. Albert, Alberta, Canada
◼ Lakeway City Center, Lakeway, Texas
◼ Jinhai Village Center, Beijing, China
Resort Communities (site design, architecture and landscape architecture
◼ St. Antoine, Sun Valley, Idaho
◼ Little Flower Town, Guangzhou, China
◼ Luna Gorda, Texas Gulf Coast
◼ The Park, Abu Dhabi, UAE
◼ Lusail, Doha, Qatar
◼ Yishang Hot Springs Resort, Chongqing, China
◼ Yalikavak Resort Villas, Turkey
International Residential and Landscape Architecture
◼ Indahpura-Living in a Garden
◼ Dragon Lake Villas, Guangzhou, China
Design Guidelines
◼ Livingston, Calgary, Alberta, Canada
◼ The Wyoming Club
◼ The Hill
◼ Prairie Center
◼ Quigley Canyon, Hailey, Idaho
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 23
Kurt Waldier
Downtown Urban Design
Parks / Recreation / Open Space
Kurt has four years of professional planning experience and has
provided technical planning support for a wide range of projects
including military compatibility studies, master plans, corridor plans,
urban design projects, and public policy. He brings experience and
lessons learned from a wide variety of communities across the United
States, as well as the U.S. Territory of Guam, ranging from localized
specific plans to regional Joint Land Use Studies (JLUS).
Relevant Experience
Comprehensive Plan Update | Glenview, Illinois
Kurt provided planning support for the update to the Village of
Glenview’s Comprehensive Plan. As a mature, well-managed
community, Glenview was beginning to experience redevelopment
pressures. To address this challenge, the process focused on 14
subareas, including downtown, to establish compatibility and site design
standards for redevelopment.
Marana General Plan Update | Marana, Arizona
The Town of Marana is a fast-growing desert community north of
Tucson, Arizona. Increased development pressure on undeveloped
Sonoran Desert land raised widespread concern for the Town’s
landscape and natural environment residents enjoy. To address these
concerns, Kurt developed land use policy guidance for cluster
development, along with and a graphical representation that illustrates
how such standards balance future growth and the sensitive natural
environment.
District 4 Master Plan | Santa Rosa County, Florida
District 4 is a Gulf Coast community in Santa Rosa County, Florida, that
is experiencing rapid growth. Kurt was the project lead for this Master
Plan and established a vision for future development that balances the
needs of current residents, the fragile natural environment, increasing
housing demand, and traffic issues. District 4 was divided into seven
interrelated character areas to better manage the individual needs in
each area. The Heart of Navarre Character Area was designed to be
the central hub of the community at the convergence of two major
roadways and the gateway to the Gulf of Mexico. To help envision a
walkable, mixed-use community in the Heart of Navarre, Kurt developed
a three-dimensional massing model video in Google SketchUp that
represented the development potential within the Character Area.
Bixby Comprehensive Plan Update | Bixby, Oklahoma
The City of Bixby is a fast-growing suburb of Tulsa, Oklahoma. The
Arkansas River splits the city into two culturally different communities,
with the north side relating closer to the urban atmosphere within the
City of Tulsa, and the south side retaining its rural heritage. As a result,
public input is a critical part of the process to successfully bridge the two
communities together. Kurt has provided technical planning support for
this project, including facilitating four public meetings.
Areas of Expertise
Military Compatibility Planning
Sustainability Planning
General / Comprehensive Planning
Zoning Ordnance Updates
Public Policy
Neighborhood Planning
Land Use Planning
Master Planning
Urban Design
Education
M.S. – Urban Design, Ball State
University
B.S. – Urban Planning, Ball State
University
Professional Registrations /
Affiliations
Arizona Chapter of American
Planning Association
American Planning Association
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
24 Personnel
Kurt Waldier
Walton County Comprehensive Plan and Land Development Code Update |
Walton County, Florida
Walton County had inconsistencies with its Comprehensive Plan and Land Development Code that made
development difficult within the County. Kurt utilized a system approach while working closely with the
county and public to resolve these issues between the two regulating documents. Once the
Comprehensive Plan and Land Development Code were updated with consistent regulations, the
documents were reorganized to enhance ease of use.
Fort Sill JLUS | Lawton, Oklahoma
Kurt served as the lead planner on the Fort Sill JLUS. Fort Sill is a multifaceted military training center for
heavy field artillery and air defense artillery, as well as aerial bombing training in coordination with other
nearby installations—Altus AFB, Vance AFB, and Sheppard AFB. Locally, noise and vibration from large
munitions were the primary concerns for nearby residents. Regionally, Fort Sill’s primary concern was the
siting of vertical obstructions impacting airspace and military training routes between Fort Sill and the
other nearby installations. The Fort Sill JLUS identifies and addresses both the local concerns between
Fort Sill and its neighbors, as well as the regional concerns of protecting military training routes by
working collaboratively with Altus AFB, Vance AFB, Sheppard AFB, and other partners.
Maxwell AFB JLUS Implementation | Montgomery, Alabama
Upon completing a JLUS for Maxwell AFB, Matrix worked with the City of Montgomery to implement six
key implementation items: memoranda of agreement, a military compatibility element, zoning ordinance
amendments, 3D imaginary surface modeling, a vertical obstructions assessment tool training guide, and
informational brochures for the military compatibility areas recommended in the JLUS. Kurt drafted
memoranda of agreement between Maxwell AFB and the City of Montgomery, as well as six other
surrounding communities and assisted with the other project tasks.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 25
Charles D. Perham
Community Outreach
Charlie Perham is a Vice President and the Director of Government
Consulting Services for Matrix Design Group. He is a distinguished
senior leader with 27 years of progressive responsibility and leading
diverse teams providing consulting support to states and defense
communities. He has extensive experience with the military, public
and stakeholder engagement, group facilitation, and developing
partnerships.
Charlie has served as the principal-in-charge for numerous, complex,
multi-discipline programs. His 23 years of military experience
culminated with installation leadership responsibility for Nellis Air
Force Base, Nevada. In that capacity he provided installation support
to the 2.9 million-acre Nevada Test and Training Range and prepared
the installation for a $2 billion construction bed down for the F-35 Joint
Strike Fighter. He has extensive experience developing strategy and
policy and working enterprise-level issues for Department of Defense
and other federal agencies.
Relevant Experience
State-level Analysis and Advocacy
Charlie has supported the Commonwealth of Virginia and the State of
Michigan in conducting robust SWOT analyses, culminating in
strategic plans and recommendations to protect and grow the existing
military missions of the states. He is currently leading subsequent
efforts to implement the recommendations from the strategic plans.
Additional experience in this arena includes supporting Arkansas and
North Carolina with similar efforts.
Economic Development
Charlie has extensive experience helping defense communities with
economic development. This includes assisting communities that
experience growth or loss of personnel, understanding the economic
impacts of the defense industry on a region or state, and preparing
and advancing business retention and expansion programs.
Public/Public and Public Private (P4) Partnerships
Charlie provides consulting expertise to numerous installations and
communities in the P4 arena. He has helped active military
installations from all services. During his time at Nellis Air Force Base,
Nevada, Charlie spearheaded a 17 MW solar array, which at the time
was the largest DoD solar energy generation facility on an active
installation, via public-public partnerships, resulting in net-zero
daytime energy use. He also championed an on-base charter school
from ground-up construction bringing higher quality education to a
community in need.
Strategic Planning
Charlie provides consulting expertise to numerous clients across the
spectrum of strategic planning. His experience includes state-level
strategic plans, strategic plans for state Air National Guard
organizations and strategic plans for military support organizations.
Areas of Expertise
Public / Private Partnerships
Facilitation and Public Engagement
Strategic and Master Planning
Base Realignment and Closure (BRAC)
Program Management
Client Relationship Management
Military Construction
Education
M.S. - National Security, National
Defense University, Washington, DC
Legislative Fellowship, Georgetown
University, Washington, DC
M.S. - Military Operations, Air
University, Montgomery, AL
M.S. - Engineering and Environmental
Management, Air Force Institute of
Technology, Dayton, OH
B.S. - Civil Engineering, University of
New Hampshire, Durham, NH
Professional Registrations /
Affiliations
Society of American Military Engineers
(SAME)
Association of Defense Communities
(ADC)
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
26 Personnel
Charles D. Perham
Community Impacts Associated with Army Personnel Reductions
Charlie supports both the Fort Benning and Fort Riley surrounding communities to assess the economic
impacts associated with Army personnel reductions. He helps these communities prepare for the changes
through a coordinated approach that involves regional, county, community and installation leaders in
planning and implementing loss management actions that address all aspects of economic and
community planning.
Joint Land Use Studies
Charlie served as the Base Civil Engineer (BCE) at Davis Monthan Air Force Base in Tucson, Arizona
and as the Mission Support Group Commander (the BCE’s boss) at Nellis Air Force Base. He was
integral to each installation’s efforts to ensure compatible development via Joint Land Use Studies.
Additionally, since joining the private sector he has worked on Joint Land Use Studies supporting Matrix
efforts to assist states and communities. His experience makes a difference.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 27
Aaron Sutherlin, PE
Infrastructure & Development
Aaron has more than 17 years of experience in water resources
engineering. He provides extensive knowledge in design and
construction working with open channels, riparian corridors and
infrastructure protection. He has completed dozens of projects across
the country working with numerous local, state, and federal agencies,
as well as a variety of private landowners and nonprofit organizations.
Aaron was the lead engineer in design and construction of
approximately three miles of stone riprap breakwater structure along
the Gulf Intracoastal Waterway in Port Arthur, Texas.
Relevant Experience
Monument Branch Channel Restoration City of Colorado
Springs | Colorado Springs, CO
As project manager for a 1,300-foot project reach of Monument Branch
between I-25 and Voyager Parkway, Aaron helped develop
improvements that provide utility infrastructure protection, channel
stabilization, and riparian habitat restoration. Project elements included
sculpted concrete hydraulic drop structures, a constructed riffle, and a
reconfiguration of the existing channel and adjacent floodplain.
Monument Creek Stream Stabilization Upstream of Pikeview,
Colorado Springs Utilities | Colorado Springs, Colorado
Aaron was the project manager for the project reach of Monument
Creek beginning on the upstream end at the approximate intersection
of northbound Interstate Highway 25 and ending downstream
approximately 4,450 feet at the Pikeview Diversion. Project objectives
included utility infrastructure protection, aquatic and terrestrial habitat
enhancements, erosion reduction and corresponding downstream
sediment supply, and providing opportunities to enhance City of
Colorado Springs MS4 compliance. The design approach combined
both conventional and natural channel design methods.
State Highway 47 Bank Restoration, Fountain Creek
Watershed, Flood Control, and Greenway District |
Pueblo, Colorado
Aaron was the project manager for 4,000-foot reach of Fountain Creek
at SH 47 in Pueblo. The design approach included a stable meander
planform, profile and channel geometry, as well as riprap bend and
scour protection. Extensive floodplain revegetation was included with
the design including approximately 9 acres of erosion control fabric
and riparian seeding, and planting of over 35,000 willow and
cottonwood trees.
Compartment 9 & 18 Breakwater, Texas Parks and Wildlife
Department - JD Murphree Wildlife Management Area |
Port Arthur, Texas
Aaron was the lead engineer in design and construction of
approximately three miles of stone riprap breakwater structure along
the Gulf Intracoastal Waterway in order to provide shoreline erosion
protection. The project protects thousands of acres of historic
freshwater and brackish marsh from excessive saltwater exposure
associated with continued erosion along the GIWW.
Areas of Expertise
Stream Restoration Design
Geomorphology
Treatment Wetland and Ecosystem
Restoration Design
Stormwater Modeling
Stormwater Management
Environmental Permitting and
Compliance
Bathymetric and Topographic
Surveying
Education
Wildland Hydrology Level I - IV
Graduate Certificate in Stream Restoration, University of Washington
at Seattle, 2011
B.S. – Biological Systems Engineering,
Texas A&M University, 2002
Professional Registrations /
Affiliations
Texas Professional Engineer License
No. 109370
Colorado Professional Engineer
License No. 50947
Oregon Professional Engineer License
No. 78501
Oklahoma Professional Engineer
License No. 25922
New Mexico Professional Engineer
License No. 22208
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
28 Personnel
Aaron Sutherlin, PE
Masciantonio Trust Bank Restoration, Fountain Creek Watershed, Flood Control, and
Greenway District | Pueblo County, Colorado
Project Manager for 1,500-foot reach of Fountain Creek approximately 4 miles south of the El Paso County
line. The design approach included placing in-channel diversion structures (bendway weirs) along an
outside bend of Fountain Creek. The structures function to divert high channel velocities and associated
shear stresses away from the highly eroding bank. Design elements included constructing a bankfull bench
along the toe of the eroding bank and implementing a robust revegetation plan.
Chuckwagon Channel Design Services (EWP Project), City of Colorado Springs |
Colorado Springs, Colorado
Project Manager for engineering design and construction management of natural channel and site
development modifications in the upper reaches of the South Douglas watershed within and adjacent to
the boundaries of the Flying W Ranch. Project addressed channel instability and deterioration caused by
the 2012 Waldo Canyon Fire. Natural channel design elements were utilized to stabilize both single and
multithread channels. Drainage infrastructure was installed to convey runoff through the impending site
development. The design included a water quality pond, and corresponding hydraulic structures.
North Douglas Creek Restoration, Flying W Ranch | Colorado Springs, Colorado
Project Manager for 3,300-foot NRCS EWP-funded project reach of North Douglas Creek within the
boundaries of the Flying W Ranch. The Project focused on restoring the degraded creek by utilizing natural
channel restoration techniques including rock cross-vanes and rock sills. The finished design included a
large sediment capture basin and alluvial fan to encourage a multi-thread channel and subsequent
sediment deposition. Downstream, the channel was converted to single-thread and boulder cross-vanes
were installed to maintain grade control. The Project was part of a post-fire mitigation effort, aimed at
reducing sediment flows within Colorado Springs and the Monument Creek Watershed.
Fountain Creek Realignment - Colorado Springs Utilities SDS | Colorado Springs, Colorado
Project management duties included design and construction support for approximately ½-mile of natural
channel restoration upstream of Old Pueblo Road. The design approach included implementing natural
channel design techniques such as restoring the bankfull channel, connecting the bankfull channel to the
adjacent floodplain, utilizing vegetation and biodegradable materials for stabilization, and using mild
sloping riffle structures to provide grade control. Additional, riprap toe protection was design on the outside
bend of the bankfull channel to provide additional protection in this extreme hydraulic environment.
Valle de Oro NWR Urban Refuge Site Plan, U.S. Fish and Wildlife Service – Valle de Oro
National Wildlife Refuge | Albuquerque, New Mexico
Lead engineer in design of urban refuge habitat and interpretive components for proposed National
Wildlife Refuge in Albuquerque. Project utilized ground and surface water delivery to manage wetland
areas adjacent to the Rio Grande River.
Preble’s Meadow Jumping Mouse Habitat Restoration – Center for Environmental
Management of Military Lands, US Air Force Academy | Colorado Springs, Colorado
Project management duties include design and construction support for three sites located within the US
Air Force Academy. Design elements address channel instability, primarily bed and back erosion by
implementing grade control structures and robust wetland/riparian revegetation efforts within and adjacent
to Black Forest Creek Middle Tributary Black Forest Creek (main stem). The first of the three projects is
scheduled for construction completion in spring 2017.
Multiple 2015 EWP Projects – City of Manitou Springs | Manitou Springs, Colorado
Project Manager for three Emergency Watershed Protection Design/Build projects: Mesa Tank Slope
Stabilization, Timberline Baptist Church, and Beckers Lane Channel Stabilization. Engineering services
included design of drainage structures, slope stabilization measures, retaining wall, and channel grade
stabilization, as well as construction oversite.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 29
Patrick Small, AICP
Land Use & Zoning
Patrick Small brings more than 20 years of professional experience
nationwide encompassing communities, local government, federal
agency, and military planning for both the public and private sectors,
giving him a unique understanding of community and military
operations and needs. He has worked for municipal and county
governments and with state agencies on land use and long-range
planning and he has authored comprehensive plans and land
development regulations. In a project management role, Patrick builds
enduring collaborative relationships among divergent stakeholder
groups resulting in consensus-based solutions to compatibility and
land use challenges.
Relevant Experience
Innovation Zoning District Code | Newport, Rhode Island
Patrick was the Project Manager on the new Innovation Zoning
District to implement the economic goals of the city’s Comprehensive
Plan. The Innovation District promotes mixed uses and high
technologies with connected assets, improved mobility, and
development and resilience opportunities, to produce value from
innovation, engagement, and investment.
San Antonio Compatibility Study | San Antonio, Texas
Patrick was a task lead for this study, which was divided into three
study areas around several of the military installation in the San
Antonio area. The primary issues analyzed for this study included
runway safety zones that extended over-populated areas, noise
contours impacting local communities, vertical obstruction hazards,
and communication processes between local jurisdictions and the
military.
Santa Rosa County District 4 Master Plan |
Santa Rosa County, Florida
Patrick served as the Deputy Project Manager on the Santa Rosa
County, Florida, District 4 Master Plan project to manage future
growth, attract high quality businesses and jobs, protect natural
resources, promote high quality design of public spaces, provide for
parks and schools, and maintain public safety and municipal services
for this bedroom community covering 27 square miles. The Master
Plan is a roadmap for growth and development through land use
recommendations and an overlay district with an emphasis on land
use, housing, transportation and circulation, open space, and
economic incentives.
Comprehensive Plan & Land Development Code Update |
Walton County, Florida
Patrick was the Project Manager on the update to the county’s
Comprehensive Plan and development of their first ever Zoning Code.
The project used innovative public outreach methods to identify areas
of concern and focused on updating the antiquated Comprehensive
Plan, which was largely regulatory in nature, and aligning the Land
Development Code, which had decades of piecemeal updates, with
the newly updated Comprehensive Plan.
Areas of Expertise
Military Compatibility Planning
Land Use Planning
Long-Range Planning
Land Development Regulations
Military / Federal Planning
Community Planning and Visioning
Public Participation / Stakeholder Facilitation
Education
MEDes – Master of Environmental
Design (Planning and Urban Design),
University of Calgary
B.S. – Urban Studies, University of
Minnesota
B.A. – Urban Studies, University of
Winnipeg
Professional Registrations /
Affiliations
American Institute of Certified Planners
American Planning Association -
National Capital Region
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
30 Personnel
Patrick Small, AICP
Interstate-95 Area Land Use Plan | City of Aberdeen, Maryland
Patrick was the Project Manager leading a multidisciplinary team to complete a Master Plan and Land
Use Study for three planning areas totaling over 1,100 acres adjacent to the I-95 corridor. In preparing the
Master Plan, Matrix provide recommendations for the Planning Area boundaries; developed land use and
future land use categories, building and site development standards, and street circulation, pedestrian
pathways, parks and building form; and provided an implementation plan with goals, policies and
strategies to incentive development. Execution included as assessment of marketing tools for business
attraction, providing opportunities for “gateway” improvements into the City, and incorporating public input
and participation to establish a vision and participate in the master planning process.
Statewide Process to Mitigate the Adverse Effects of Energy Production to Military
Operations in New Mexico | New Mexico
Patrick is currently serving as the deputy project manager for this project. The purpose of the project is to
assess and address alternative energy and energy transmission impacts to military and air operations
across the state. Alternative energy development in New Mexico has generated concerns for potential
impacts to military installations. As part of this project, Matrix has been working with the state and local
communities to review state legislation and permitting processes for energy projects, conduct
comprehensive reviews of county and municipal ordinances, and review state, county and local permitting
processes for energy development in New Mexico and surrounding states to see how they can be
integrated for maximum benefit to all parties. Matrix is also conducting a comprehensive review of current
and planned renewable energy projects and transmission lines in New Mexico. The primary outcome of
this project is the development of a Web-Based Renewable Energy Tool for the entire State of New
Mexico that developers, communities, and the military can use to identify locations where proposed
alternative energy projects may impact military operations.
PuebloPlex Redevelopment Plan | Pueblo, Colorado
Patrick helped to lead a multidisciplinary team to assist PuebloPlex with the redevelopment of
15,847 acres of federal property which was excessed under BRAC. This former chemical munition
production and storage site includes approximately five million square feet of buildings and bunkers, 150
miles of roadway, 46 miles of rail infrastructure, and various utilities. The Redevelopment Plan strikes a
balance among the homeless population, economic, and community development needs. In preparing an
effective and implementable redevelopment plan, the Matrix team evaluated and considered existing
market and economic conditions, land use planning, infrastructure, environmental, and other local issues.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 31
Marcela Mora-Yatko
Transportation Mobility
Marcela has four years of experience as a planner, working on a
diverse array of projects, including compatibility and community
planning projects. Marcela is a vital team member, combining
planning and community outreach with data analysis and writing.
Through her project involvement, she brings experience and lessons
learned from a wide variety of communities across the United States.
Relevant Experience
Glenview Comprehensive Plan Update | Glenview, Illinois
Marcela provided planning support for the update to the Village of
Glenview’s Comprehensive Plan. As a mature, well-managed
community, Glenview was beginning to experience redevelopment
pressures. To address this challenge, the process focused on 14
subareas, including downtown, to establish compatibility and site
design standards for redevelopment.
Buckeye General Plan Update | Buckeye, Arizona
The Buckeye General Plan set a framework for the future growth in
Buckeye for the year 2040. The plan took into consideration future
population growth, existing zoning, and other land use-related factors
to create a vision for the future of the city, which included future land
uses, transportation and circulation, the natural environment, and
economic development. Marcela was extensively involved in public
outreach, including preparing for and facilitating public workshops and
stakeholder meetings. She regularly met and interacted with
stakeholders, to garner public input, which was analyzed and
incorporated into the General Plan policies, implementation actions,
and future land use mapping.
Peoria General Plan Update | Peoria, Arizona
The Peoria General Plan is being developed to accommodate
emerging development trends and population growth throughout the
city, and guide decisions related to land use, public services,
infrastructure, and resource management. During the General Plan
update process, Marcela has been involved in public outreach,
including preparing for and facilitating public workshops and open
houses, and preparing outreach materials to post on various forums,
such as the online project website. The feedback received from the
public and other stakeholders has been used to draft the goals,
policies, and implementation tasks in the General Plan.
Hagåtña Design Guidelines | Hagåtña, Guam
The Hagåtña Design Guidelines establish development requirements
in support of the vision for future development as envisioned in the
Hagåtña Master Plan. Marcela assisted with the research and
development of the design guideline recommendations, which
included recommendations for public spaces, architectural design,
site design, and signage. The recommendations in the Design
Guidelines were developed based on historic, cultural, and social
assets, and are consistent with the Hagåtña Zoning Code.
Areas of Expertise
Military Compatibility Planning
Land Use Planning
Community Planning
Public Outreach / Engagement
Transportation Planning
General / Comprehensive Planning
Master Planning
Strategic Planning
Education
B.A – Urban Planning, Arizona State
University
B.A. – Sustainability, Arizona State
University
Professional Registrations /
Affiliations
Arizona Chapter of American Planning
Association
American Planning Association
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
32 Personnel
Marcela Mora-Yatko
Travis AFB JLUS | California
Marcela aided in the development of the Travis AFB JLUS in central California. Although alternative
energy development was a key focus of the JLUS, the communities immediately surrounding Travis AFB,
including Solano County, have implemented measures to limit future wind energy development due to its
impacts to Travis AFB’s missions. There is an existing large wind energy facility south of the installation,
which Travis AFB has developed workarounds to manage the impacts associated with radar interference.
The JLUS provided additional recommendations to coordinate with neighboring counties to manage wind
energy development on a regional scale.
Keesler AFB JLUS | Mississippi
Marcela was a planner that addressed issues related to the mission at Keesler AFB on the coast of
Mississippi. Due to the location of the military installation in an urbanized area, part of the process for this
JLUS was to evaluate existing and future land uses, derived from jurisdictional comprehensive plans, to
determine incompatible land uses within safety zones and noise zones. Through this evaluation,
strategies were developed to mitigate future incompatible land uses in these areas.
Ellsworth AFB JLUS | South Dakota
Marcela was a planner on the Ellsworth AFB JLUS, which comprises facilities of more than 6,000 acres.
The JLUS was developed to address encroachment issues related to alternative energy development,
vertical obstructions, land use, safety, and noise among other factors. The JLUS sought to encourage
cooperative land use planning surrounding the installation to sustain the military mission.
Vance AFB JLUS | Enid, Oklahoma
Marcela was a planner on the Vance AFB JLUS to address encroachment issues related to alternative
energy development, frequency spectrum impacts, land use, and critical habitats, among other factors. In
partnership with the community, the project for the installation, which comprises 3,188 acres between
Vance AFB proper and Kegelman Air Force Auxiliary Field, is addressing the land use challenges
between the community and the needs of Vance AFB to maintain the mission
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 33
Stephen Werner
Economic & Demographic Analysis
Stephen brings more than eight years of experience in economic
development with a focus on real estate market studies, economic
impact assessments and fiscal impact analysis. He has completed
numerous real estate market studies, financial feasibility studies,
redevelopment plans, and economic impact assessments. He has
also specialized in the analysis of development trends, re-
development projects, economic development partnerships and
strategies for planning and redevelopment projects for local, state,
and defense communities. Stephen’s key skills are based on a
foundation of comprehensive research and analysis. He brings to
every project his critical thinking and problem-solving talents that
generate creative solution sets.
Relevant Experience
Santa Rosa County District 4 Master Plan | Florida
Stephen was an Economic Analyst on the Santa Rosa County District
4 Master Plan. He assisted in creating a Master Plan with the
Development Services Department of Santa Rosa County. Together
the Matrix Team collected and analyzed primary source data from
Santa Rosa County and secondary source data from other
organizations relevant to the Navarre, Florida area.
Redevelopment Analysis | Mesa, Arizona
Stephen was charged with evaluating two potential redevelopment
areas in proximity to downtown Mesa. The focus was two-fold: first, to
assist with evaluating the characteristics of individual properties for
determining blight conditions; and second, to evaluate the potential
impacts of redevelopment, including overall cost, changes in tax base,
job creation, and other key metrics.
Abilene Compatibility Study | Abilene, Texas
Stephen served as the Economic Analyst on this community-based
project that showed urban development in the area around an Air
Force Base that required limiting future impacts. Stephen developed
the economic analysis for the compatibility study that identified new
areas of which supported both economic development and
preservation of military missions.
San Antonio Compatibility Study | San Antonio, Texas
Dealt with the need to preserve and maintain training operations and
future growth. Stephen developed economic baselines for the
surrounding communities that presented areas of potential economic
development and the impacts of development areas near the
installation. Stephen was an influential component in the coordination
between the communities and the military to create formal processes.
Redevelopment Plan | PuebloPlex, Colorado
Utilizing IMPLAN modeling matrices, Stephen assisted in estimating
the annual economic impacts to jobs and Gross Regional Product
associated with the closure of the Pueblo Chemical Depot and the
Pueblo Chemical Agent Destruction Pilot Plant. Additionally, the
impacts of the region’s redevelopment efforts were estimated over a
30-year development horizon.
Areas of Expertise
Economic Modeling and Simulation
Fiscal Impact Assessment
Real Estate Market Assessment
Financial Feasibility
Redevelopment Analysis
Economic Diversification
Business Performa
Data Analytics
Education
B.S. - Economics, Arizona State
University
Professional Registrations /
Affiliations
American Planning Association
National Association of Business
Economics
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
34 Personnel
Stephen Werner
Guam Fiscal Impact Analysis | Guam
Stephen facilitated the evaluation of the Government of Guam’s ability to effectively provide government
services, programs, and facilities for the people of Guam; determine fiscal impact of the buildup on Guam
and developed strategies to address buildup-related budget shortfalls utilizing economic modeling and
fiscal analysis.
Economic Study | Hampden-Mechanicsburg, Pennsylvania
Stephen assisted with assessing local and federal data which served as the foundation for developing a
baseline economic impact analysis focusing on current, future, direct, and indirect impacts within the
Study Area localities.
Risk Assessment of Commonwealth of Virginia Defense Communities | Virginia
As part of this statewide initiative to assess Virginia’s military installations, Stephen assisted in providing
comprehensive estimates as to the fiscal implications of eliminating the income tax on military pension
payments for the Commonwealth’s Retired Military Service Personnel population.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
PROPOSAL
Project Experience
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
A Proposal: City of Denton Comprehensive Plan Update 35
Project Experience
Comprehensive plans must identify and embrace each community’s vision, principles, and ideals for the
future. It is not enough to simply prepare a plan and expect that it will be achieved on its own. Developing a
plan requires extensive outreach to, and input from, a broad cross-section of residents, businesses,
community organizations, and other stakeholders. Matrix brings extensive experience in the development of
land use studies and plans for cities and counties around the United States.
From rural towns and counties to large metropolitan areas, our planners have worked on the blueprints
used to guide community growth and resource management decisions. Having worked on land use studies
and plans for smaller communities across the United States, we can leverage our experience to bring
innovative ideas and best practices to suit the needs of Denton and its citizens.
Some of the successful comprehensive and general plan projects we have conducted are described below.
Reference information for the Santa Rosa, Newport, and Buckeye projects is included in the bid invitation
form submitted separately.
Southside Community Specific Plan, Flagstaff, Arizona
The Flagstaff Southside is a historic,
culturally diverse neighborhood in
central Flagstaff that is experiencing
development pressure as Northern
Arizona University continues to expand,
encroaching into nearby areas and
impacting the affordable housing market.
Matrix assessed the local housing market
and developed a community-specific
outreach plan to better understand the
difficult challenges the Southside and
other neighborhoods have faced
throughout Flagstaff’s history, current
views of those trends and events, existing
relationships with local government, and
residents’ goals moving forward. The
Team leveraged traditional stakeholder
interviews; on-the-street, “pop-up”
engagement opportunities; storytelling events; and interactive workshops to connect with and gain insight
from community members, city leaders, local developers, and non-profit organizations. Our approach and
the continual re-evaluation and adjustment of methods throughout the life of the project has helped city
leaders to rebuild community trust and provided Flagstaff with a better understanding of housing issues
and strategies for mitigating them. This project was recently recognized by the International Association of
Public Participation (iap2), receiving the 2020 International Award for public engagement. Please find
project reference in this proposal. https://tinyurl.com/FlagstaffSouthside
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
36 Project Experience
Make Marana 2040 General Plan Update, Marana, Arizona
The Make Marana 2040 General Plan is a comprehensive, broad-range
plan developed by Matrix Design Group for the Town of Marana,
Arizona, a destination suburb of Tucson and home of the Ritz-Carlton
Dove Mountain 5-start resort. With the increasing need to
accommodate rapid population and economic growth while
accounting for environmental resources and the vitality of the
community, a general plan update became a top priority. Matrix
evaluated and assisted Marana through future land use analysis, with
plans for prospective development, allowing new investment to align
with current values and goals through the development of a 5-year
implementation strategy that closely aligned with the community
Capital Improvement Plan and City-wide budget.
The residents of Marana had an important role in developing the
plan, and their input throughout the process was extensive and ongoing. Three public workshops, two open
houses, surveys, and other community events were held throughout the span of the project. Community
members, town staff, the town planning commission, town council, a plan advisory committee, The Marana
Citizens’ Forum, and other focus groups were involved continuously in crafting the plan.
Throughout all these initiatives, the general plan update focused on goals and policies that create a town
which the citizens of Marana can be proud to call home, while being economically sound for all. Efforts to
support and maintain arts and culture, recreation, public safety, and conservation continue to uphold
Marana’s identity as a well-rounded town with a lot to offer. Please find project reference in this proposal.
Newport Comprehensive Plan, Rhode Island
The City of Newport, RI covers an area of
approximately 11.5 square miles with a
relatively small permanent population
and robust tourism, around 3.5 million
visitors annually.
Matrix community planners updated the
City of Newport’s Comprehensive Plan with
an eye to addressing potential sea level
rise, diversifying the economy, the
declining population, changing
demographics, community preservation,
aging infrastructure, and public education.
The State of Rhode Island has implemented
a system of planning that closely ties state, regional, and local policies and goals together to create a
comprehensive, long-range program. The system has been in place since 1988, and helps avoid or mitigate
conflicting actions, helps citizens prioritize funding, and generally enhances the population’s ability to
accomplish common objectives. The multi-faceted update to the Comprehensive Plan was intended to guide
the City through the next twenty years, managing land use and housing, maintaining a healthy and vibrant
community, and addressing sustainable systems and stewardship of resources.
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A Proposal: City of Denton Comprehensive Plan Update 37
Public outreach was a significant factor in the planning process. It included three public workshops and a
community forum, as well as stakeholder interviews and meetings with City Council and various Newport
committees and planning boards. The City also made use of a project website, eBlasts, and media outreach.
City of Bixby Comprehensive Plan, Oklahoma
The City of Bixby, located south of Tulsa, Oklahoma, enjoys the proximity
of being near the “Big City” in the metropolitan area of Tulsa and adjacent
to small town communities. The city is also blessed with natural and
historic resources and has many opportunities for growth and economic
development. It is an area of diverse landscapes, consisting of open
spaces and agriculture throughout the city, growing urban areas in and
near downtown and the center of the city, and the Arkansas River that
traverses the city and provides numerous opportunities for riverfront
development and recreational amenities.
The Comprehensive Plan provided strategies to build upon these assets
with development strategies protecting sensitive areas while guiding
growth to appropriate areas through infrastructure investment. The Plan
was also updated to be easier to understand and implement. It is made up
of five chapters with three themes grouped by similar topic areas, or “elements,” to aid the reader’s
understanding and the City’s implementation. The elements within each theme provide goals and policies
that guide future growth and development. The Comprehensive Plan received wide-ranging support from
citizens and the development community and unanimous support from appointed and elected officials.
City of Buckeye General Plan Update, Arizona
The City of Buckeye General Plan update
was ratified by voters in August 2018. At
592 square miles, Buckeye has the
largest Municipal Planning Area (MPA) in
Maricopa County with much of this land
area previously entitled. One of the
challenges addressed as part of this
update was the engagement and buy-in
of the landowners and developers of
previously entitled land while ensuring
that long-term fiscal impacts to the City
were properly mitigated and assessed
fairly on new development as well as
existing residents. Matrix used
innovative community engagement techniques such as sMap and CommunityViz to help identify issues and
opportunities. Buckeye’s major challenges have involved economic development, accommodating major
transportation corridors, water supply, and un-focused development. The General Plan Update project
involved extensive public outreach, visioning and alternatives planning, existing entitlement review, existing
conditions assessment and report, and scenario planning.
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38 Project Experience
Santa Rosa County District 4 Master Plan, Florida
Matrix created a Master Plan for Santa Rosa
County’s District 4, which includes Navarre,
an unincorporated community in the county.
The Matrix Team collected and analyzed
primary source data from Santa Rosa County
and secondary source data from other
organizations relevant to the Navarre area.
Navarre (population 35,378) is located in the
northwest Florida Panhandle on the eastern
end of a peninsula created by Santa Rosa
Sound, East Bay, East Bay River and
Pensacola Bay. It is a bedroom community
for mostly U.S. military personnel, federal
civil servants, local population, retirees and
defense contractors. Due to its proximity to
Navarre Beach (population 1,079) and its four miles of beach front on the Gulf of Mexico as well as the Gulf
Islands National Seashore, it has a small but growing community of nature enthusiasts and tourists. Santa
Rosa County is also well known as a family-friendly destination.
Beginning with a comprehensive assessment of the County’s current plan and existing conditions, the
Master Plan addressed all aspects of development within District 4, including architectural standards,
densities and intensity, signage, parking, public uses, open space, and gateway enhancement. Additionally,
we collected data related to transportation, streets, existing roadway right-of-way, traffic count data,
information from the Santa Rosa Code, Northwest Florida Regional TPO, and County Long-Range
Transportation Plan.
Other factors considered in this Master Plan included historical structures and area history, including
architectural and thematic elements that were used in the Master Plan, a visual survey of the surrounding
area’s aesthetics and character, existing or proposed County-sponsored projects or private developments,
population demographic data, housing data, economic data and incentive programs. We also addressed
environmental issues and constraints, parcel boundary maps and deed restrictions on properties. We also
utilized GIS data from Santa Rosa County.
Matrix initiated a public participation program, to include stakeholder and public involvement through
creating awareness by advertising the project and gaining hands-on public input. Matrix developed three
conceptual land use alternatives for District 4. The alternatives were based on the result of the County staff
charrette and the public input provided during public workshops. Each alternative depicts land uses
including housing density and types, by acreage, building heights, estimated building square footage, and
vehicular and pedestrian circulation.
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PROPOSAL
Approach and Scope
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A Proposal: City of Denton Comprehensive Plan Update 39
Approach and Scope
Project Understanding
As a fast-growing community, Denton is beginning to feel the strain on City infrastructure and services. Since this
growth pressure is projected to continue into the future, it is important to understand how growth is affecting the
quality of life of Denton residents. Measuring multiple dimensions of quality of life is indispensable when
determining long term sustainability of intensive development within the City of Denton. Adopted in 2015, the City’s
Comprehensive Plan, Denton Plan 2030, provides a broad and thorough roadmap for growth and development. This
5-year assessment will allow the City to not only evaluate the progress towards reaching the plan’s goals, but will
also give the City the opportunity to develop an objective and outcome-based measurement of the plan and
develop a longer-term benchmarking system for understanding how quality of life is affected by development.
This proposal describes the methodology that will be used to establish the evaluation framework and to calculate
baseline sustainability indicators to evaluate the plan as well as indicators that can be used on an annual basis
going forward. We provide an overview of the process for selecting indicators and their respective targets. Then we
provide a description of specific indicator data sources, assumptions, and calculations.
Quality Assurance / Quality Control
To ensure that all community input is properly documented and considered and, just as important, to ensure that
all statutory requirements are met, Matrix maintains a comprehensive and detailed Quality Assurance/Quality
Control (QA/QC) process.
The quality of our work is something that Matrix holds to be of paramount importance. Our reputation and success
as a firm depend upon it. Matrix’s Project Director will serve as the quality control manager for the work under this
contract. The Project Manager works with all team members to prepare a project Quality Assurance Plan (QAP) that
highlights the processes and tools to be used and identifies the milestone reviews and design review procedures
that will take place during the project.
Quality control procedures include checklists that are marked during the review, and then checked as the revisions
are made to address anything that requires attention. Reports, plans, narrative documents, exhibits, etc. are all
reviewed and redlined using an appropriate review checklist as a guide in addition to the professional expertise of
the reviewer. The redline document is used while the revisions are made, and then the redlines are highlighted as
the specific corrections are completed.
The Project Manager will be the single point of contact for all parties involved with the project and will be
responsible for disseminating information as necessary and appropriate among them. The Project Manager is also
kept apprised by the City’s point of contact and provides back up and support for the staff member to ensure that
all project information is communicated timely and efficiently.
By instituting this quality control process, the collaboration among disciplines and staff will be enhanced and the
consistency of work products will be dramatically improved. This detailed quality control process will allow team
members to spend less time trying to interpret the intent of the plans and avoid making assumptions that are not
consistent the City’s goals.
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40 Approach and Scope
Approach
Method of Approach
The Matrix approach is grounded in this simple philosophy: listen to the client’s needs and engage the community
to provide integrated solutions to design and build a livable, healthy, and resilient community.
This philosophy results in more usable planning and implementation documents that provide a range of innovative
alternatives specifically tailored to each community’s unique identity and situation. We help turn vision into reality
by understanding when to preserve, protect, sustain, or enhance the best characteristics of a community’s built and
natural environments.
In our approach, we provide a robust engagement process while mitigating the impact on the project budget. We do
this by working out of our Texas office and making the most of the weeks that we are in Denton. During these week-
long site visits, our team focuses on conducting interviews, small group meetings, field research, charrettes with City
staff and committees, and addressing the tasks associated with this project. This allows us to bring staff to Denton
to move the project forward and provide assistance with public engagement as well. For example, in discussion with
the City Project Manager, we may determine that a combination of meetings throughout the study area is necessary
or that meetings need to occur at various times throughout the day.
Additionally, we recognize that the practice of community engagement has changed, with more and more residents
and businesses wanting to participate from the comfort of home or work. For our workshop events, if the City can
provide location(s) with appropriate internet access, we can live stream these events and have tools that allow
participants to participate remotely in workshop activities. From our previous experience, we are confident that we
can provide numerous opportunities for engagement throughout the planning process. This is more important now
than ever as we all adjust to our current, socially distant approach to community gatherings.
In the Denton Plan 2030 the City laid out a comprehensive vision for overall growth and development. Since that
time, the City has experienced increasing development pressure. In order to ensure that development meets the
policies of the Comprehensive Plan, Matrix proposes a method for assessing the impacts of development utilizing
Growth and Development Indicators, specific to Denton’s needs.
Specifically, the purpose of this approach is to provide for continued quality of life for residents and businesses in
Denton through sustainable development decisions that minimize unplanned impacts to the built and natural
environment. Matrix will identify an evaluation framework to provide decision-makers the information to access 1)
what trends will influence development; 2) what local decisions the City can make; and 3) how to evaluate projects
based on established policies.
Evaluation – Growth and Development Indicators
The project evaluation approach is outlined below:
◼ Project Initiation. The project management Team will gather and analyze a wide range of data, prior studies,
and research similar indicator projects from across the country.
◼ Baseline Indicator Report. Using the information provided from City staff, Matrix will conduct an analysis of
existing conditions to establish baseline indicators.
◼ Sustainability Targets. Matrix will work closely with City staff and stakeholders to develop specific targets
for each indicator to evaluate future development based on its ability to move the City toward these targets.
◼ Community Profile – Comprehensive Plan Assessment. The Community Profile – Comprehensive Plan
Assessment will detail the scoring system for plan evaluation and actions pertaining to targeting
infrastructure projects, network improvements, policies, and administration duties as a means to improve
evaluation scores. The purpose of this evaluation is to provide a concise review and assessment of the
Denton Plan 2030 to ensure long-term sustainability.
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A Proposal: City of Denton Comprehensive Plan Update 41
Indicator Selection
The process for selecting initial indicators will be iterative, where the project Team will seek to identify measures
that are accurate representations of the specific sustainability value, publicly available, and measured at the
appropriate geographic coverage. Once the initial indicators were selected, the project Team will present the draft
indicators to City staff for feedback and refinement. During this collaborative process, additional indicators will be
considered. Each indicator will have a baseline measure, calculated using publicly available data sources that can
be updated over time.
Target Setting
A key aspect of the framework is to evaluate development on its potential to move the City closer to its adopted
goals. To accurately assess development, each indicator must have a baseline and a target. Using the baseline
measures, the project Team will consult regional trends and work with City staff to set directional and numerical
targets for each indicator. Since Denton has less control over its ability to change Regional Indicators, only
directional targets (grow, maintain, reduce) will be set for these indicators. Directional and numerical targets will be
set for local indicators based on its baseline measurement (i.e. grow the baseline by 10%). The value will be set by
analyzing regional trends, comparing the City to national benchmarks and/or averages, and by consulting City staff.
Indicator Measurement Assumptions and Calculations
Denton’s Indicators will be drawn from numerous organizations and will be modified to best represent the impact of
development on the City’s sustainability values and associated Comprehensive Plan components. Data sources will
range from very large institutions like the U.S. Census and the Environmental Protection Agency to local
organizations like NCTCOG and Denton County. Some of the selected indicators simply represent percentages or
counts from easily accessible and widely cited data sources. Some indicators may have specific assumptions and/or
unique calculations. Below are examples of these indicators:
◼ Parks & Open Space per 1,000 residents. The baseline score for this indicator will be captured from the
City’s parks and recreation master plan.
◼ National Walkability Index. The National Walkability Index is a calculation designed to show the relative
walkability of a specific area. Walkability is measured on a scale from 1 to 20 with 20 being the most
walkable. The index is calculated by the U.S. Environmental Protection Agency (EPA) for all Census Block
Groups across the country. The index accounts for many EPA identified indicators such as the employment
mix, employment and occupied housing mix, street intersection density, and the predicted commute mode
split. Data for this index is included as part of the EPA Smart Location Mapping database. For this indicator,
the project Team will compare to communities surrounding Denton.
◼ Intersection Density. Street intersection density is measured as the number of pedestrian-oriented
intersections located within the census block group per square mile. This number is a component of the
National Walkability Index and is available through the EPA for all Census Block Groups across the country.
This indicator can be measured overtime within a region and also calculated on a per development basis by
dividing the number of pedestrian intersections/connections by the square footage of a development.
◼ Tax Revenue Per Acre. Tax revenue per acre is calculated by dividing the total tax revenue a municipality by
the municipality’s total acreage. This calculation standardizes the measurement in order to compare how
much value is in a region across municipalities that may generate more overall tax revenue simply because
its larger geographic size. This measure can be compared overtime as taxable value and revenue increases or
decreases in a municipality.
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42 Approach and Scope
◼ Increase in Taxable Value Per Acre. Taxable Value per acre can also be measure on site specific level. This
indicator is calculated by dividing the Stated Equalized Value for a given property by its acreage. This
number shows how valuable the development and use are in terms of the amount of space the parcel takes
up. This indicator can also be measured in terms on its expected increase or decrease due to use changes or
construction. As a new site is proposed for development, the City can evaluate how much the proposed
development will add to the taxable value per acre.
◼ Cost of Living Index. The Cost of Living Index measures relative price levels for consumer goods and
services. The average for all participating places, both metropolitan and nonmetropolitan, equals 100, and
each participant’s index is read as a percentage of the average for all places. This measure shows how
specific elements of life (Groceries, Health, Housing, Utilities, Transportation, and Miscellaneous) compare to
other cities and how the expense of those elements relates to the national average. Cost of living data is
derived from various sources including the US Census, Bureau of Labor Statistics – Consumer Price Index,
Consumer Expenditure Survey, and National Association of Realtors and is available through Sperling’s
BestPlaces datasets. Sperling’s BestPlaces is a website created and maintained by the author and researcher
Bert Sperling and is used as a source in numerous studies analyzing quality of life.
◼ Housing Units Per Acre. Housing units per acre is a common measurement to capture density of an area.
Using the American Community Survey 2017 estimates the project Team will calculate the housing units per
acre of a block group by dividing the total housing units within the block group by the acreage of the block
group. By dividing by acreage, the measurement is standardized so that it can be compared across block
groups. This number can also be calculated on a development basis by dividing the number of proposed
units by the acreage of the site.
◼ Crime Index. The crime index is measured similar to the Cost of Living Index where crime rates in
participating municipalities are indexed from 1 to 100 with 1 being low crime and 100 the most crime. The
crime index is measured separately for Violent Crime and Property Crime.
◼ Emergency Response Time Coverage. The National Fire Protection Association standard emergency
response time for municipal services is 9 minutes. This indicator is represented as the areas within the City
that emergency vehicles can reach within the standard 9-minute response time or less depending on the City
targets.
◼ Mixed-Use Percentage within the Downtown. The mixed-use percentage within the downtown will measure
the proportion of commercial, industrial, and residential uses within Downtown Denton.
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A Proposal: City of Denton Comprehensive Plan Update 43
Utilizing this indicator approach will allow Denton to objectively assess current progress towards implementing the
Denton 2030 Plan and advance the City’s sustainability goals. This will be done by establishing baseline measures,
and targets to give decision-makers the tools to understand regional growth trends and a common language to
discuss progress towards sustainability. The framework is not a model that computes whether a development
should be approved. Instead, the indicators will be a standardization, synthesis, and fact-based comparison of
various data sources that will allow decision-makers to weigh all tradeoffs associated with City decisions. This
objective, fact-based approach will allow the City to enhance livability and minimize unplanned impacts to the built
and natural environment.
Community Engagement Plan
The updated Denton Comprehensive Plan will be based on the collective community input from residents, business
owners, organization and entities within the City. Matrix understands the importance of community engagement in
Denton and intends to employ a Community Engagement Plan based on topical focus areas for update and
improvement. These topical areas can involve citizen planning committees comprised of individuals, businesses,
organizations, and entities to help inform the recommended updates to the plan. An example of the topical areas or
themes can be: Downtown, New Growth, and Infrastructure and Services. Committees in these areas can guide
the development of updated goals, policies and implementation strategies for the Comprehensive Plan. Importantly,
Matrix’s signature approach to community engagement is flexibility. Our initial Community Engagement Plan
(CEP) will be developed cooperatively with City staff. However, throughout the project, the Matrix Team will
continually evaluate the success of each outreach approach and maintain the flexibility to reduce, expand, or
exchange any of the techniques to achieve maximum participation.
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44 Approach and Scope
Outreach Techniques
Successfully involving a community in planning its collective future is critical to any planning process. Without the
input of a broad cross-section of existing businesses, property owners, organizations, interest groups, and area
residents, the community ends up with a plan that is uninspired at best and divisive at worst. Our Team is skilled at
building community consensus, particularly when dealing with sensitive and hot button topics. Matrix will work with
City staff to develop a CEP that uses a tailored combination of the following techniques. Due to COVID-19 protocols,
all our in-person events can be conducted virtually. Each event format will be identified as best as possible during
the kick-off meeting but may be changed with advance notice. *These are events indicated below.
◼ Developing a Project Brand
◼ Creating Awareness and
Providing Information
◼ Advertising the Project
◼ *Community Workshops
◼ *Community Events
◼ Live and Online Polling
◼ eBlasts
◼ Brochures
◼ Comment Cards
◼ *Open Houses
◼ Interactive ESRI
StoryMap
◼ Interactive Web-Based
Mapping
◼ Individual Interviews
◼ Interactive Wall Mapping
◼ *Focus Groups
◼ *Working Groups
◼ *Charrettes
◼ *Advisory Committees
◼ Online and Social Media
◼ Website
◼ Web-Based Surveys
◼ Virtual Public Meetings
◼ *Site Walking Tours
◼ Visual Preference Surveys
◼ Visual Preference
Recording
Conducting Meetings Under COVID-19 Conditions
Though in-person meetings are preferred, due to the persistent limitations on travel and group gatherings resulting
from COVID-19, the Matrix Team has adapted to new ways of engagement. We actively use and are fully capable of
supporting online virtual meetings using different platforms. We routinely conduct virtual stakeholder meetings,
committee meetings, and public meetings in virtual environments. We have adapted the tools we use for in-person
meetings for the virtual environment including virtual sign-in sheets, virtual question polling, providing documentation
and mapping tools, and soliciting feedback and comments. We are agile and flexible to meet the needs of the project
and ensure we provide a high level of engagement while keeping projects on schedule and budget.
Existing Conditions Community Profile and Evaluation
Knowledge of existing conditions within the City of Denton will give Matrix a more thorough understanding of what
has changed since the last Comprehensive Master Plan and Development Code was prepared and how the City can
move forward. At the beginning of the rewrite process, and prior to initiation of public involvement, Matrix will
compile (including native format files whenever possible) the applicable plans, studies, analysis documents,
demographics and history, maps (including GIS data), and other documents/data that currently exist within the
various departments in the City of Denton that pertain to the Comprehensive Plan Evaluation and Update. Pertinent
information that is contained in these documents will be reviewed in depth and used by the Matrix Team to assist in
the evaluation and update.
The City of Denton will provide all the existing conditions data / map GIS shapefiles and narrative for the
Comprehensive Master Plan Map Atlas. Matrix will create a Map Atlas template and desktop publish the Map Atlas in
InDesign using the maps and narratives the County provides and will incorporate the County’s narrative. These maps
will provide background information for the Comprehensive Master Plan process and will be developed in an easy-
to-use graphical format that can be easily understood by a variety of readers.
The Matrix 3D Virtual Public Meeting portal is a custom public engagement tool that can be used on-demand
or to facilitate live meetings. It is tailored to each clients’ specific needs.
A short video depiction of this tool can be found at https://youtu.be/V2wf1yJvZ6g
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A Proposal: City of Denton Comprehensive Plan Update 45
Comprehensive Plan Evaluation and Update Evaluation
Early in the process, the Matrix Team will work with City staff to evaluate the existing Comprehensive Plan
Evaluation and Update to determine what works, what does not work, and where the plan is not providing adequate
or current guidance. Our Team will develop a comprehensive policy evaluation checklist to assist City staff in their
review. The Comprehensive Plan Evaluation and Update evaluation process will provide insights on the clarity of the
existing Comprehensive Plan Evaluation and Update; linkages to other plans; progress in achieving desired
outcomes; and whether goals, objectives, policies, and programs should be carried forward, modified, or removed.
The Matrix Team will provide clear advice to City staff on determining what can be influenced or regulated by the
Comprehensive Plan Evaluation and Update, what is subject to the legal authority of the City, and what is
appropriate to address through the Comprehensive Plan Evaluation and Update.
Scope of Work
Matrix accepts and commits to the scope of work, deliverables and expectations provided by the City of Denton in
the RFP. The City’s scope of work along with additional scope items and deliverables recommended by Matrix are
reflected in the Work Plan provided below. This work plan has been organized to group like items together, however
in the event of a conflict or oversight, the City’s defined scope of work and deliverables controls. A detailed scope of
work will be developed at the time of selection and prior to the project Team kick-off meeting. The scope of work
will follow the work plan below, and budget provided in the following section.
Work Plan
For project scheduling, Matrix will work with the City of Denton during the initial kick-off meeting to develop a
detailed project schedule that considers preparation time, document review periods, and timing of scheduled
meetings for the stakeholders. This detailed schedule will be used to track the ongoing progress of the project and
ensure that any potential issues (and suggested responses to them) are communicated and coordinated with the
client as soon as they are identified. Our process results in on-time delivery of products. The only changes in project
schedule we have encountered have been associated with client requests to included additional public meetings or
coordination, or simply changing timeframes to better fit local needs, e.g. avoiding meetings during the summer
months and during holiday seasons. As some small changes inevitably occur over the life of a project, Matrix designs
project schedules to be flexible to meet the needs of these project shifts. This built-in flexibility is often a key to
maintaining the dates of key deliverables and meeting the schedule to complete the project when it is expected.
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46 Approach and Scope
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PROPOSAL
Pricing
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A Proposal: City of Denton Comprehensive Plan Update 47
Fee Schedule
Matrix will perform the Denton CPU on time and within the firm fixed price budget of $91,920, which includes all
direct and indirect costs. We take pride in providing the agreed upon scope of work within budget without asking for
additional funds. Over the course of our past CPU projects, budget changes have only occurred as a result of a
client-requested addition of tasks to the scope of services and this has only occurred in a few projects. Unless a
client makes such an additional request, our projects finish within the budgets provided and agreed upon at the
start of the process.
With experience in conducting over 100 CPU projects, our budgets are not as much estimates as they are reflections
of our knowledge of what it takes to develop an outstanding product. We are flexible and understand that levels of
effort and scopes may need to be refined and if required, welcome the opportunity to work with the City of Denton
to refine our scope to meet your budget needs while still providing you a quality product.
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48 Pricing
Technical Work
1.Project Initiation and Management 29 20 22 28 38 $0 $19,840
Branding / Report / Document Outline and Format 1 4 8 $1,540
City Staff (Core Team) Kick-Off Technical
Committee Meetings (8 Core Team and Technical
Committee Meetings)
8 8 8 4 4 $4,980
Citywide Evaluation of Existing General Plan 2 4 4 8 4 $3,100
Existing Data Compilation 1 8 8 14 $4,120
Informational Brochure #1 (Overview)1 2 4 8 $1,900
Project Management 16 8 $4,200
2. Major Issue Evaluation 8 18 8 32 40 $0 $13,610
Economic and Demographic Analysis 2 8 8 8 $3,280
City Budget Assessment 2 4 $900
CIP Budget Assessment 2 4 4 $1,620
Existing Conditions Community Profile 2 2 4 24 32 $7,810
3. Plan Assessment and Update 16 8 28 88 48 $0 $25,920
Current / on-going Plan(s) Assessment 2 4 8 $2,200
Initial Assessment Summary 2 2 8 16 16 $5,850
on-going Plan Coordination (mobility, parks, etc.)2 4 $1,120
Community Workshop #1 2 2 4 16 $3,530
Comprehensive Plan Update 8 4 8 48 32 $13,220
4. Special Topic Charrettes 6 4 8 32 28 $0 $10,260
Downtown, New Growth Areas, Economic
Development, City Infrastructure and Services 4 2 4 16 8 $4,730
Community Workshop #2 2 2 4 16 20 $5,530
5. Public Outreach Plan 30 26 24 32 44 $0 $22,290
Public Participation Plan 2 8 8 $2,280
Individual Interviews 8 8 8 $4,040
Focus Groups 8 8 8 $4,040
Informational Brochure #2 (Workshop Results)1 2 4 8 $1,900
Community Open House #1 2 2 4 16 20 $5,530
P&Z Updates and Hearings 4 4 $1,300
City Council Updates and Hearings 4 4 $1,300
Informational Brochure #3 (Executive Summary)1 2 4 8 $1,900
Deliverables 0 0 0 0 0 $0 $0
To be provided per RFP Scope and Proposed
Schedule Work Plan. Costs included with overall
proposed budget.
$0
$0
Total hours / units 89 76 90 212 198
Billing rates $200 $125 $180 $135 $100
Subtotals $17,800 $9,500 $16,200 $28,620 $19,800
Labor Total
Direct Expense Subtotals $0
GENERAL PLAN TOTAL (Technical Staff + Expenses)$91,920
Denton Comprehensive Plan Evaluation
and Update Project Personnel
Costs by Hours
Direct ExpensesProject ManagerDeputy Project ManagerTask LeadsTask Support StaffGraphics and GISTeam
Total
Tasks
$91,920
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Photo Credits: Robson Ranch Texas, with permission, Mark Boisclair; Downtown Denton Transit Center, Michael Barera, Wikimedia.com; Denton County
Courthouse, Mick Watson, Flickr.com; Downtown Denton Town Square, Steven Wagner, Wikimedia.com; Texas Women’s University, Michael Barera, Wikimedia.com
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Anniston, AL • Atlanta, GA • Colorado Springs, CO
Denver, CO • Niceville, FL • Parsons, KS
Phoenix, AZ • Sacramento, CA • Tamuning, GU
Texarkana, TX • Washington, DC
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City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
Page 12 of 18
Exhibit C
CITY OF DENTON
INSURANCE REQUIREMENTS FOR CONTRACTORS
Bidder's attention is directed to the insurance requirements below. It is highly recommended
that bidders confer with their respective insurance carriers or brokers to determine in advance
of Bid submission the availability of insurance certificates and endorsements as prescribed and
provided herein. If an apparent low bidder fails to comply strictly with the insurance
requirements, that bidder may be disqualified from award of the contract. Upon bid award, all
insurance requirements shall become contractual obligations, which the successful bidder shall
have a duty to maintain throughout the course of this contract.
STANDARD PROVISIONS:
Without limiting any of the other obligations or liabilities of the Contractor, the Contractor shall
provide and maintain until the contracted work has been completed and accepted by the City of
Denton, Owner, the minimum insurance coverage as indicated hereinafter.
As soon as practicable after notification of bid award, Contractor shall file with the Purchasing
Department satisfactory certificates of insurance, containing the bid number and title of the
project. Contractor may, upon written request to the Purchasing Department, ask for clarification
of any insurance requirements at any time; however, Contractors are strongly advised to make
such requests prior to bid opening, since the insurance requirements may not be modified or
waived after bid opening unless a written exception has been submitted with the bid. Contractor
shall not commence any work or deliver any material until he or she receives notification that
the contract has been accepted, approved, and signed by the City of Denton.
All insurance policies proposed or obtained in satisfaction of these requirements shall comply with
the following general specifications, and shall be maintained in compliance with these general
specifications throughout the duration of the Contract, or longer, if so noted:
• Each policy shall be issued by a company authorized to do business in the State of Texas
with an A.M. Best Company rating of at least A- VII or better.
• Any deductibles or self-insured retentions shall be declared in the bid proposal. If
requested by the City, the insurer shall reduce or eliminate such deductibles or
self-insured retentions with respect to the City, its officials, agents, employees and
volunteers; or, the contractor shall procure a bond guaranteeing payment of losses and
related investigations, claim administration and defense expenses.
• Liability policies shall be endorsed to provide the following:
• Name as additional insured the City of Denton, its Officials, Agents,
Employees and volunteers.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
Page 13 of 18
• That such insurance is primary to any other insurance available to the additional
insured with respect to claims covered under the policy and that this insurance
applies separately to each insured against whom claim is made or suit is brought.
The inclusion of more than one insured shall not operate to increase the insurer's
limit of liability.
• Provide a Waiver of Subrogation in favor of the City of Denton, its officials,
agents, employees, and volunteers.
• Cancellation: City requires 30 day written notice should any of the policies
described on the certificate be cancelled before the expiration date.
• Should any of the required insurance be provided under a claims-made form,
Contractor shall maintain such coverage continuously throughout the term of
this contract and, without lapse, for a period of three years beyond the contract
expiration, such that occurrences arising during the contract term which give rise
to claims made after expiration of the contract shall be covered.
• Should any of the required insurance be provided under a form of coverage that
includes a general annual aggregate limit providing for claims investigation or
legal defense costs to be included in the general annual aggregate limit, the
Contractor shall either double the occurrence limits or obtain Owners and
Contractors Protective Liability Insurance.
• Should any required insurance lapse during the contract term, requests for
payments originating after such lapse shall not be processed until the City
receives satisfactory evidence of reinstated coverage as required by this contract,
effective as of the lapse date. If insurance is not reinstated, City may, at its sole
option, terminate this agreement effective on the date of the lapse.
SPECIFIC ADDITIONAL INSURANCE REQUIREMENTS:
All insurance policies proposed or obtained in satisfaction of this Contract shall additionally
comply with the following marked specifications, and shall be maintained in compliance with these
additional specifications throughout the duration of the Contract, or longer, if so noted:
[X ] A. General Liability Insurance:
General Liability insurance with combined single limits of not less than $1,000,000.00
shall be provided and maintained by the Contractor. The policy shall be written on an
occurrence basis either in a single policy or in a combination of underlying and
umbrella or excess policies.
If the Commercial General Liability form (ISO Form CG 0001 current edition) is used:
• Coverage A shall include premises, operations, products, and completed
operations, independent contractors, contractual liability covering this
contract and broad form property damage coverage.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
Page 14 of 18
• Coverage B shall include personal injury.
• Coverage C, medical payments, is not required.
If the Comprehensive General Liability form (ISO Form GL 0002 Current Edition and
ISO Form GL 0404) is used, it shall include at least:
• Bodily injury and Property Damage Liability for premises, operations,
products and completed operations, independent contractors and property
damage resulting from explosion, collapse or underground (XCU)
exposures.
• Broad form contractual liability (preferably by endorsement) covering this
contract, personal injury liability and broad form property damage liability.
[X] Automobile Liability Insurance:
Contractor shall provide Commercial Automobile Liability insurance with Combined
Single Limits (CSL) of not less than $500,000.00 either in a single policy or in a
combination of basic and umbrella or excess policies. The policy will include bodily injury
and property damage liability arising out of the operation, maintenance and use of all
automobiles and mobile equipment used in conjunction with this contract.
Satisfaction of the above requirement shall be in the form of a policy endorsement for:
• any auto, or
• all owned, hired and non-owned autos.
[X] Workers’ Compensation Insurance
Contractor shall purchase and maintain Worker's Compensation insurance which, in
addition to meeting the minimum statutory requirements for issuance of such insurance,
has Employer's Liability limits of at least $100,000 for each accident, $100,000 per each
employee, and a $500,000 policy limit for occupational disease. The City need not be
named as an "Additional Insured" but the insurer shall agree to waive all rights of
subrogation against the City, its officials, agents, employees and volunteers for any work
performed for the City by the Named Insured. For building or construction projects, the
Contractor shall comply with the provisions of Attachment 1 in accordance with §406.096
of the Texas Labor Code and rule 28TAC 110.110 of the Texas Worker's Compensation
Commission (TWCC).
[ ] Owner's and Contractor's Protective Liability Insurance
The Contractor shall obtain, pay for and maintain at all times during the prosecution of the
work under this contract, an Owner's and Contractor's Protective Liability insurance policy
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
Page 15 of 18
naming the City as insured for property damage and bodily injury which may arise in the
prosecution of the work or Contractor's operations under this contract. Coverage shall be
on an "occurrence" basis, and the policy shall be issued by the same insurance company
that carries the Contractor's liability insurance. Policy limits will be at least combined
bodily injury and property damage per occurrence with a aggregate.
[X] Professional Liability Insurance
Professional liability insurance with limits not less than $1,000,000 per claim with respect
to negligent acts, errors or omissions in connection with professional services is required
under this Agreement.
[ ] Builders' Risk Insurance
Builders' Risk Insurance, on an All-Risk form for 100% of the completed value shall be
provided. Such policy shall include as "Named Insured" the City of Denton and all
subcontractors as their interests may appear.
[ ] Commercial Crime
Provides coverage for the theft or disappearance of cash or checks, robbery inside/outside
the premises, burglary of the premises, and employee fidelity. The employee fidelity
portion of this coverage should be written on a “blanket” basis to cover all employees,
including new hires. This type insurance should be required if the contractor has access to
City funds. Limits of not less than each occurrence are required.
[ ] Additional Insurance
Other insurance may be required on an individual basis for extra hazardous contracts and
specific service agreements. If such additional insurance is required for a specific contract,
that requirement will be described in the "Specific Conditions" of the contract
specifications.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
Page 16 of 18
ATTACHMENT 1
[ ] Workers’ Compensation Coverage for Building or Construction Projects for
Governmental Entities
A. Definitions:
Certificate of coverage ("certificate")-A copy of a certificate of insurance, a certificate
of authority to self-insure issued by the commission, or a coverage agreement (TWCC-
81, TWCC-82, TWCC-83, or TWCC-84), showing statutory workers' compensation
insurance coverage for the person's or entity's employees providing services on a
project, for the duration of the project.
Duration of the project - includes the time from the beginning of the work on the
project until the contractor's/person's work on the project has been completed and
accepted by the governmental entity.
Persons providing services on the project ("subcontractor" in §406.096) - includes all
persons or entities performing all or part of the services the contractor has undertaken
to perform on the project, regardless of whether that person contracted directly with
the contractor and regardless of whether that person has employees. This includes,
without limitation, independent contractors, subcontractors, leasing companies, motor
carriers, owner-operators, employees of any such entity, or employees of any entity
which furnishes persons to provide services on the project. "Services" include, without
limitation, providing, hauling, or delivering equipment or materials, or providing
labor, transportation, or other service related to a project. "Services" does not include
activities unrelated to the project, such as food/beverage vendors, office supply
deliveries, and delivery of portable toilets.
B. The contractor shall provide coverage, based on proper reporting of classification codes
and payroll amounts and filing of any overage agreements, which meets the statutory
requirements of Texas Labor Code, Section 401.011(44) for all employees of the
Contractor providing services on the project, for the duration of the project.
C. The Contractor must provide a certificate of coverage to the governmental entity prior
to being awarded the contract.
D. If the coverage period shown on the contractor's current certificate of coverage ends
during the duration of the project, the contractor must, prior to the end of the coverage
period, file a new certificate of coverage with the governmental entity showing that
coverage has been extended.
E. The contractor shall obtain from each person providing services on a project, and
provide to the governmental entity:
1) a certificate of coverage, prior to that person beginning work on the project, so the
governmental entity will have on file certificates of coverage showing coverage for
all persons providing services on the project; and
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
Page 17 of 18
2) no later than seven days after receipt by the contractor, a new certificate of coverage
showing extension of coverage, if the coverage period shown on the current
certificate of coverage ends during the duration of the project.
F. The contractor shall retain all required certificates of coverage for the duration of the
project and for one year thereafter.
G. The contractor shall notify the governmental entity in writing by certified mail or
personal delivery, within 10 days after the contractor knew or should have known, of
any change that materially affects the provision of coverage of any person providing
services on the project.
H. The contractor shall post on each project site a notice, in the text, form and manner
prescribed by the Texas Workers' Compensation Commission, informing all persons
providing services on the project that they are required to be covered, and stating how
a person may verify coverage and report lack of coverage.
I. The contractor shall contractually require each person with whom it contracts to
provide services on a project, to:
1) provide coverage, based on proper reporting of classification codes and payroll
amounts and filing of any coverage agreements, which meets the statutory
requirements of Texas Labor Code, Section 401.011(44) for all of its employees
providing services on the project, for the duration of the project;
2) provide to the contractor, prior to that person beginning work on the project, a
certificate of coverage showing that coverage is being provided for all employees
of the person providing services on the project, for the duration of the project;
3) provide the contractor, prior to the end of the coverage period, a new certificate of
coverage showing extension of coverage, if the coverage period shown on the
current certificate of coverage ends during the duration of the project;
4) obtain from each other person with whom it contracts, and provide to the contractor:
a) certificate of coverage, prior to the other person beginning work on the
project; and
b) a new certificate of coverage showing extension of coverage, prior to the end
of the coverage period, if the coverage period shown on the current certificate
of coverage ends during the duration of the project;
5) retain all required certificates of coverage on file for the duration of the project and
for one year thereafter;
6) notify the governmental entity in writing by certified mail or personal delivery,
within 10 days after the person knew or should have known, of any change that
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
City of Denton, Texas Contract 7416
Standard Agreement for Engineering Related Design Services Revised Date: 9/11/18
Page 18 of 18
materially affects the provision of coverage of any person providing services on the
project; and
7) Contractually require each person with whom it contracts, to perform as required
by paragraphs (1) - (7), with the certificates of coverage to be provided to the person
for whom they are providing services.
J. By signing this contract or providing or causing to be provided a certificate of coverage,
the contractor is representing to the governmental entity that all employees of the
contractor who will provide services on the project will be covered by workers'
compensation coverage for the duration of the project, that the coverage will be based
on proper reporting of classification codes and payroll amounts, and that all coverage
agreements will be filed with the appropriate insurance carrier or, in the case of a self-
insured, with the commission's Division of Self-Insurance Regulation. Providing false
or misleading information may subject the contractor to administrative penalties,
criminal penalties, civil penalties, or other civil actions.
K. The contractor’s failure to comply with any of these provisions is a breach of contract
by the contractor which entitles the governmental entity to declare the contract void if
the contractor does not remedy the breach within ten days after receipt of notice of
breach from the governmental entity.
DocuSign Envelope ID: 23B06E14-FED0-4F81-96E6-C9FB1714D323
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: 23B06E14-FED0-4F81-96E6-C9FB1714D323
D
Matrix Design Group, Inc.
X
NA
X
12/11/2020
X
NA
X
Certificate Of Completion
Envelope Id: 23B06E14FED04F8196E6C9FB1714D323 Status: Completed
Subject: Please DocuSign: City Council Contract 7416 Update to Comprehensive Plan
Source Envelope:
Document Pages: 79 Signatures: 6 Envelope Originator:
Certificate Pages: 6 Initials: 1 Cori Power
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-06:00) Central Time (US & Canada)
901B Texas Street
Denton, TX 76209
cori.power@cityofdenton.com
IP Address: 198.49.140.104
Record Tracking
Status: Original
12/1/2020 8:03:34 PM
Holder: Cori Power
cori.power@cityofdenton.com
Location: DocuSign
Signer Events Signature Timestamp
Cori Power
cori.power@cityofdenton.com
Buyer
City of Denton
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 198.49.140.104
Sent: 12/1/2020 8:08:42 PM
Viewed: 12/1/2020 8:08:50 PM
Signed: 12/1/2020 8:10:02 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Lori Hewell
lori.hewell@cityofdenton.com
Purchasing Manager
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 12/1/2020 8:10:05 PM
Viewed: 12/2/2020 8:22:13 AM
Signed: 12/2/2020 8:23:10 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Marcella Lunn
marcella.lunn@cityofdenton.com
Deputy City Attorney
City of Denton
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 12/2/2020 8:23:14 AM
Viewed: 12/2/2020 4:53:50 PM
Signed: 12/2/2020 5:07:03 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Celeste Werner,
matrix@matrixdesigngroup.com
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 98.177.185.65
Sent: 12/2/2020 5:07:06 PM
Resent: 12/9/2020 12:04:38 PM
Viewed: 12/11/2020 1:48:07 PM
Signed: 12/11/2020 9:04:09 PM
Electronic Record and Signature Disclosure:
Accepted: 12/11/2020 1:48:07 PM
ID: e2afbf2b-4066-4c7e-9e27-1e99ae8dd877
Signer Events Signature Timestamp
Scott McDonald
Scott.McDonald@cityofdenton.com
Director
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 12/11/2020 9:04:12 PM
Resent: 12/15/2020 12:58:22 PM
Viewed: 12/15/2020 1:07:15 PM
Signed: 12/15/2020 1:30:29 PM
Electronic Record and Signature Disclosure:
Accepted: 12/15/2020 1:07:15 PM
ID: a57e3bc3-49b8-43cf-a343-7fc5d2ad5f01
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 198.49.140.104
Sent: 12/15/2020 1:30:34 PM
Viewed: 1/6/2021 8:24:36 AM
Signed: 1/6/2021 8:25:08 AM
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: 47.184.93.41
Sent: 1/6/2021 8:25:11 AM
Viewed: 1/6/2021 10:32:59 AM
Signed: 1/6/2021 10:33:03 AM
Electronic Record and Signature Disclosure:
Accepted: 7/25/2017 11:02:14 AM
ID: 57619fbf-2aec-4b1f-805d-6bd7d9966f21
Rosa Rios
rosa.rios@cityofdenton.com
City Secretary
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 198.49.140.104
Sent: 1/6/2021 10:33:07 AM
Viewed: 1/6/2021 1:06:46 PM
Signed: 1/6/2021 1:07:35 PM
Electronic Record and Signature Disclosure:
Accepted: 1/6/2021 1:06:46 PM
ID: 378aaae7-6660-49e3-9561-4ca302e13864
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 12/1/2020 8:10:05 PM
Electronic Record and Signature Disclosure:
Carbon Copy Events Status Timestamp
Not Offered via DocuSign
Sherri Thurman
sherri.thurman@cityofdenton.com
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 12/15/2020 1:30:33 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Gretna Jones
gretna.jones@cityofdenton.com
Legal Secretary
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 12/15/2020 1:30:33 PM
Viewed: 12/15/2020 2:07:09 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Zolaina Parker
Zolaina.Parker@cityofdenton.com
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 1/6/2021 1:07:39 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Ron Menguita
Ron.Menguita@cityofdenton.com
Security Level: Email, Account Authentication
(None)
Sent: 1/6/2021 1:07:40 PM
Viewed: 1/6/2021 1:13:51 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Cheyenne Defee
cheyenne.defee@cityofdenton.com
Contract Administrator
City of Denton
Security Level: Email, Account Authentication
(None)
Sent: 1/6/2021 1:07:41 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 12/1/2020 8:08:42 PM
Certified Delivered Security Checked 1/6/2021 1:06:46 PM
Signing Complete Security Checked 1/6/2021 1:07:35 PM
Completed Security Checked 1/6/2021 1:07:41 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
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From time to time, City of Denton (we, us or Company) may be required by law to provide to
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Electronic Record and Signature Disclosure created on: 7/21/2017 3:59:03 PM
Parties agreed to: Celeste Werner,, Scott McDonald, Todd Hileman, Rosa Rios
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