C ONTRACT N UMBER C ‐ 2017‐ 0433
an independent research hub helping people thrive and nature flourish
Q UALIFICATIONS AND P ROPOSAL CONSULTING SERVICES FOR GOVERNANCE PLANNING
HOUSTON ADVANCED RESEARCH CENTER 8801 Gosling Road The Woodlands, TX 77381 T 281‐364‐6000 F 281‐364‐6001 www.HARCresearch.org Page 0
CONSULTING SERVICES FOR GOVERNANCE PLANNING
Table of Contents Introduction ...... 2
About HARC ...... 3 Project Partners & Key Personnel ...... 5 EY (Ernst & Young) ...... 6 Sam Houston State University (SHSU) ...... 6 Walter P Moore ...... 7 CAS Group with Rice University ...... 8 adWhite Marketing & Design ...... 8 University of Houston ...... 8 Project Approach and Scope of Services ...... 10 Task 1 – Financial Analysis ...... 11 Task 2 – Review of Law Enforcement Services ...... 12 Task 3 – Analysis of Street Conditions & MUDs ...... 15 Task 4 – Legal Analysis ...... 16 Task 5 – Community Analysis / Public Forums / Resident Feedback ...... 17 Cost Statement ...... 20
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List of Appendices
Project Partners – Additional Information
Appendix 1 – Supporting Materials for HARC
Appendix 2 – Supporting Materials for EY
Appendix 3 – Supporting Materials for Sam Houston State University
Appendix 4 – Supporting Materials for Walter P Moore
Appendix 5 – Supporting Materials for CAS Group
Appendix 6 – Supporting Materials for Rice University
Appendix 7 – Supporting Materials for adWhite
Appendix 8 – Supporting Materials for University of Houston
Appendix 9 – Letters of Reference
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Introduction The Woodlands Township (TWT) is a thriving community, developed as a special purpose district with many characteristics of an incorporated city. With a diverse base of population, commerce, and neighborhoods, The Woodlands has become known as a model community with superior services, ample amenities, gorgeous greenspaces, a clean and safe community with outstanding quality of life. Yet, as an unincorporated special purpose district there are limitations as to how TWT can effectively control
certain significant aspects of the community. Introduction
The question of incorporation has been a topic of great interest, importance, and controversy. To address questions and concerns of residents and businesses related to possible incorporation, TWT seeks to develop factual, unbiased, and comprehensive characterizations of aspects, attributes, and effects of a transition from special purpose district to incorporated city. Along with data and analysis, the public must be engaged and informed so that opinions and issues are understood and addressed. This process is essential in the path to placing the decision before voters.
Issues of concern for the community are varied and complex. TWT has long enjoyed a high level of service and public safety, healthy, vibrant neighborhoods and numerous distributed public spaces. George Mitchell’s vision of a model community where residents can live, work, and play has been realized in many ways. As active new development now approaches a sunset, TWT is mature and well‐positioned to address the prospect of incorporation
The Township has identified the major pervading issues in need of characterization and structure to inform a public decision on the question of incorporation. As defined in the solicitation, it is essential that these issues be addressed in a cogent, comprehensive study approach.
HARC has enlisted a team of highly qualified partners with a wealth of subject matter knowledge and skills needed to carry out the anticipated tasks involved in a study of this nature. The qualifications of our partner organizations and key personnel identified in this proposal illustrate an understanding of the challenges and opportunities to be studied. The intent of the proposed study effort is to explore these issues and develop actionable information to facilitate institutional and public comprehension of many highly complex factors.
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It is our profound desire to be of service to The Woodlands in this important endeavor. HARC has a long and distinguished history in research and program management of vanguard works of science, engineering, and public policy. HARC offers the agile, critical thinking needed for an effort of this kind, with a home‐town perspective and passion for The Woodlands community. HARC
About HARC The Houston Advanced Research Center (HARC) is a nonprofit research hub providing independent analysis on technological, environmental, and institutional issues for people and organizations seeking unbiased, well‐reasoned, comprehensive scientific About answers. It focuses on building a sustainable future that helps people thrive and nature flourish. HARC is a 501(c)(3) organization, incorporated as Houston Advanced Research Center. Objective, unbiased science is essential to finding meaningful answers to complex questions.
HARC owes its origins to the vision and initiative of Houston oilfield technology pioneer, real estate developer, and philanthropist George P. Mitchell, b. 1919 – d. 2013. It was established in 1982 as a not‐for‐profit university consortium that could act as a technology incubator to bridge basic research and market applications.
In 2001, HARC re‐aligned its mission to concentrate the research focus on sustainable development. This resulted in significant organizational restructuring, recruitment of new leadership, implementation of integrated administrative processes, and an organization‐wide collaborative approach.
HARC headquarters located at 8801 Gosling Road in The Woodlands, Texas
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Today, HARC engages in research into many varied disciplines. Our expertise and focus is the analytical exploration of the social, political, and technical dimensions of human civilization and the environment.
Literally invested in The Woodlands, HARC recently completed construction of a new office facility. The building is certified by the US Green Building Council LEED, or Leadership in Energy and Environmental Design, at the highest ‘Platinum’ level. Taking responsibility for energy efficiency, water conservation, and cost‐effective use of environmentally friendly materials yields many benefits such as reduced utility bills, clean indoor HARC lobby – ample natural lighting air, ample natural lighting, and contented reduces energy consumption occupants.
HARC and The Woodlands share a common heritage as part of the legacy of Founder, George P. Mitchell. It was his vision of a model community, safe, healthy, and enjoyable for all who live here, that was the inception of The Woodlands. HARC was founded because of his profound understanding of the need for independent research to identify challenges and opportunities in many endeavors. With a broad range of scientific and public policy expertise, HARC is uniquely qualified to provide the analyses needed for governance planning. As a non‐profit research institution, HARC has no commercial interests, focusing only on the interests of the public and the needs of our industry partners. Supporting information for HARC can be found in Appendix 1.
HARC will lead the proposed study effort, aided by a team of highly qualified experts specializing in the various disciplines needed for As part of The Woodlands community successful execution. This team was for more than 35 years, HARC has the enlisted to support critical study perspective and vested interests of an aspects, including financial analysis, established home‐town institution. public safety review, transportation infrastructure assessment, utility services, public safety, and community engagement.
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Project Partners & Key Personnel The sections that follow elaborate on our Project Partners and Key Personnel in leadership roles. HARC is proud and honored to have the support of these exceptionally qualified organizations and the professional specialists involved in this effort. All project related activities will be completed within 12 months.
Available supporting material is contained in appendices designated by the entity name, including descriptions of expertise offered, study concepts, and personnel hourly rates. The project organizational structure is shown below.
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EY (Ernst & Young) EY contributes diversified public‐sector experience and service offerings in applicable to the Financial Analysis need in the proposed study. . Additional supporting materials provided EY can be found in Appendix 2.
Sam Houston State University (SHSU) Personnel
As a nationally recognized authority on law enforcement education and training SHSU offers a unique and locally relevant perspective in the matter Key
of public safety and policing. Creation of The Woodlands Police Department
(TWPD) is an opportunity to establish innovative citizen outreach programs that are &
regarded as exemplary of community policing.
The SHSU team represents the best scholarly authority in policing. No other team could match the SHSU publication record. Publications include one of the best‐selling books ever produced by the Police Executive Research Forum. The team will be led by Dr. Partners William Wells and Dr. Larry Hoover. Additional supporting materials provided by SHSU can be found in Appendix 3.
Proximate to TWT, SHSU team members are intimately familiar with the problems and issues confronting The Woodlands area. In addition, key members of the research team Project represent institutions that have long‐standing and vested ties to professional law enforcement.
Dr. Larry Hoover directs the Police Research Center at Sam Houston State University. Dr. William Wells is research director for the Law Enforcement Management Institute of Texas. Dr. William King has directed several National Institute of Justice endeavors linking emergent technology to police strategy. Dr. Timothy Oettmeier retired last year from his positon as Executive Assistant Chief of the Houston Police Department. Dr. Oettmeier’s career extended far beyond Houston, and includes service on innumerable national task forces. Dr. Ling Ren’s role in the project focus her special expertise in the realm of citizen input. Credentials of Professor Emeritus Jerry Dowling include several published books and a thirty‐year editorship of Police Labor Monthly and Fire Service Labor Monthly. These prominent experts in law enforcement administration and other SHSU team members believe that existing foundational structure exists, upon which to build locally relevant synergies in public safety, law enforcement, and criminal justice.
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SHSU academics also possess “real world”, continuous practical engagement with policing law enforcement operations. All SHSU team members work with practitioners on a daily basis, focusing on action and application in addition to academic leadership.
Walter P Moore Walter P Moore (WPM) is an international company of engineers, architects, innovators, and creative people who solve some of the world’s most complex structural and infrastructure challenges. Providing structural, diagnostics, civil, traffic, parking, transportation, enclosure, and construction engineering services, they design solutions that are cost‐ and resource‐efficient, forward‐thinking, and help support and shape communities worldwide. Founded in 1931 and headquartered in Houston, Texas, Walter P Moore‘s 600+ professionals work across 18 U.S. offices and five international locations.
Walter P Moore will assess the potential municipal obligations of TWT should incorporation be realized. The team members will include Doug Coenen who has led the Paver pavement evaluation effort for GSA. Thusitha Silva will add his expertise on the design of city streets.
Evaluation of existing utilities currently delivered by 14 Municipal Districts (MUDs) will serve as a baseline for development of ways in which these services might be assumed by an incorporated city government.
Additional information about WPM team members can be found in Appendix 4.
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CAS Group with Rice University
There are numerous critical elements in successful and effective community engagement to assure overall success. The ultimate key to successful outcomes in this endeavor will be the creation of effective mechanisms to communicate accurate information to the community, solicit community input, and convey and integrate community feedback back into the governance planning process.
Personnel
Working in cooperation with Robert Stein of Rice University, the CAS team, led by Jennifer Lindbom, will apply a suite of proven capabilities to accomplish this task. Key Additional information about the CAS team can be found in Appendix 5. Information & about Rice University can be found in Appendix 6.
adWhite Marketing & Design Located in The Woodlands, adWhite Marketing & Design joins the HARC team to assist strategic public relations and Partners
communications. adWhite will provide clear and consistent messaging for effective two‐ way communications throughout the governance study. This component of the study and plan development process will assure transparent communications with TWT constituents and partners to facilitate an unbiased, inclusive, participatory forum in
which information and ideas can be freely exchanged. Public relations will utilize Project analytics and inbound methodology as vehicles for development of an education‐based communications plan. Social media provides a powerful platform to foster awareness of the study and opportunities for participation, as well as a source of analytics that can be monitored to characterize and evaluate trends in public opinion. adWhite will also assist in development and maintenance of relationships with the media and local press.
University of Houston Law Professor Blake Hudson of the U of H Law Center is an expert in property and land use law. Through scholarship and consulting, Professor Hudson assesses the broader policy implications of institutional arrangements and governance mechanisms for land management. These institutional arrangements range from zoning schemes or other potential regulatory controls over property and land use to private contracts between parties regarding land uses (restrictive covenants, etc.).
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A number of issues related to Woodlands Township incorporation potentially relate to land use, such as creation of a zoning comprehensive plan and board. This possibility presents a number of questions: How would such a plan affect the pre‐existing systems of restrictive covenants and private contracts? What regulatory controls might be placed on residential and commercial properties notwithstanding private contracts in place? To what degree would TWT be able to act independently of state directives to arrange its own land management affairs? How might the current restrictive covenant regime be utilized to achieve TWT residential and commercial development goals going forward? How costly would it be to shift from the current private contract regime to a regulatory regime? What might be the best way to structure a comprehensive scheme or zoning controls? What are the best practices used elsewhere in Texas?
Professor Hudson plans to provide a comprehensive examination of such questions, providing insight into the pros and cons of options available to TWT and, providing suggestions on the favorable means to proceed given all variables.
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Project Approach and Scope of Services HARC will lead the study effort, aided by a team of highly qualified experts specializing in the various disciplines needed for successful execution. This team was enlisted to support critical aspects of the study, including financial analysis, law enforcement review, transportation infrastructure assessment, utility services, public safety, and public engagement.
Dr. Mustapha Beydoun is the Vice President and Chief Operating Officer at HARC. He will serve as the project lead and point of contact with The Woodlands Township. Dr. Beydoun has extensive large scale multi‐disciplinary and multi‐partner project management experience. During his initial tenure at HARC, Dr. Beydoun led projects including the update of Houston’s residential and commercial building energy codes, the Solar Houston initiative (in partnership with the City of Houston and the Department of Energy), and air quality emissions technology development and verification programs that included diverse teams of truck manufactures, technology providers, government regulators, university partners, and, private and public end users. Prior to rejoining HARC in 2016, Dr. Beydoun spent almost eight years working for the Abu Dhabi government (UAE) to develop and implement a comprehensive regulatory framework and governance structure for the Khalifa Industrial Zone Abu Dhabi (Kizad). Kizad is a large scale 160 mi2 industrial zone, more than three times the size of The Woodlands, with dedicated industrial, logistics, commercial, educational, and residential facilities.
Project Partners have outlined proposed conceptual scopes described herein based upon current understandings of TWT study project needs. The focus of initial stages of the project will be a concerted effort to further define specific, detailed aspects and relationships of study components. Project personnel must become acquainted with the work of others, particularly as it may inform and support their own.
Numerous aspects of this complex study effort are interdependent. For example, cost and revenue projections are based upon planning and implementation scenarios involving capital improvements, property values, maintenance activities and the impact of expectations of the public. Similarly, information developed to characterize and quantify projected efficiencies, infrastructure needs, economic growth, etc., are needed to calibrate financial models.
HARC will coordinate project partner activities through ongoing communication by various modes, and the use of technology platforms that enable effective, efficient
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dispatch and exchange. Inputs, calculations, modeling efforts, and other relevant information can be shared in user‐friendly Information Technology (IT) formats. Interactive project websites with restricted access are commonly used for this purpose. Project personnel needing information pertinent to their respective work efforts can access data produced by others. Geographic Information System (GIS) story maps can
be programmed by HARC IT specialists to enable straightforward, visually guided Services navigation to locate documents, data, and other materials. This approach to project of coordination through the use of IT facilitates development of understandings needed to e
ultimately produce high quality study deliverables within the nine to twelve‐month p timeframe desired by TWT. Thus, complex data is refined to produce information
sought by TWT in a coherent, understandable framework. Sco
Task 1 – Financial Analysis Comprehensive Financial Analysis and related projections will entail many aspects of revenue, services, capital expenditures, operating costs, and more. In coordination with and through HARC, EY will work with the Township to define and develop financial analysis which will identify and quantify the impacts of moving from the existing special purpose district structure to an incorporated city government, as well as allow consideration of different approaches to service delivery. This will inherently be a collaborative process, with regular direction and reporting of emerging outputs with the Township Board of Directors, as well as development of cost inputs, scope and other assumptions with the broader advisory team.
Project Understanding To facilitate project progression deliveries, it is important to assure clear and comprehensive understandings of TWT study objectives, how information will be utilized, and key drivers.
Communication and Collaboration EY understands the importance of clear, common understanding of project goals and challenges. The overall project team, led by Dr. Mustapha Beydoun at HARC, and various EY subject matter specialists in key disciplines will engage TWT leadership through an established project communication protocol as the study progresses.
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Provide Appropriate Resources EY proposes a comprehensive team with access the most appropriate resources for what will be a wide‐ranging study:
Multi‐disciplinary leaders in government advisory HARC personnel have significant experience in advising state, local and municipal governments on key governance issues and analyzing the options for, and potential impacts of, significant change.
Deep bench of subject matter resources and support personnel The range of experiences of the HARC Team’s subject matter resources assures that there are sufficient specialized skills and personnel available to deliver the scope described by TWT in the solicitation. Further, the breadth and scale of EY, brings additional value to clients when advising on multi‐disciplinary projects, because EY can provide specialists from over 20 competencies as and when needed. This is further amplified by the presence of other key teaming members, including Sam Houston State University (law enforcement analysis), Walter P. Moore (street conditions studies, water and wastewater engineering), Rice University (community analysis and development action plan) and The University of Houston (Land Use and Zoning).
Flexible and efficient staffing Access to senior, experienced staff and deep sector specialists enable staff to pursue project tasks in a cost‐effective manner without misdirected or excess effort to expeditiously identify critical decision points.
Task 2 – Review of Law Enforcement Services Given the unique circumstances and character of TWT the need for thorough study demands more than a typical straightforward, traditional patrol allocation review. Maintaining excellence is a worthy and realistic goal that guides continuous improvement. One such a reasonably attainable goal for a TWT police force is achieve designation of Statewide Distinction.
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Long‐Term Relationship Sophisticated development of this kind requires not only the internal will of the agency, but also a sustained effort supported by police scholars who have witnessed and participated in similar development efforts. It stands to reason that effective relationship among researchers and practitioners are long‐term. Decades of experience reinforce the paramount importance of mutual trust in candid discussion of sensitive information without concern that personal motivations may compromise confidential material. This project team is vitally interested in sustaining a long and productive working relationship with TWT and the public.
Field Operations / Core Analysis Attainment of Statewide Distinction status cannot be achieved by patrol alone. Given the dimension of funding, and the goals of analysis, all elements of the TWPD administration and operations are examined in the context of research review. Field operations, including patrol, remains the central in the review process.
Deployment by Analysis The SHSU approach to field operations resource allocation applies Deployment by Analysis. This strategy transcends traditional patrol deployment models. Traditional models are necessary, and subsumed in this approach, but may be insufficient. SHSU utilizes models such as the Northwestern Traffic Institute program, those used by the Police Executive Research Forum integrating policing research, community policing philosophy, emergent technologies, and general management practices. The goal is to constantly and rapidly “re‐deploy” resources in response to emerging crime patterns and trends.
Familiarity SHSU possesses invaluable experience in dealing with enormous numbers of variables within cost and time constraints. This experience includes work with management of TWT public safety and criminal justice aspects.
Proximity Location of SHSU researchers near The Woodlands is also salient. Principal researchers are based at SHSU in Huntsville. Proximate to TWT, the SHSU team will not be constrained by travel expenses and logistics enabling occasional unannounced visitation for the purposes of research. Researchers are accessible to principal community stakeholders in The Woodlands. Importantly, the research team has an enduring interest
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in study outcomes. Texas is home for SHSU, which instills vested interest in assuring a high‐quality evaluation with locally effective recommendations for enhancing public safety.
Methodology / Interim Observations Attaining Statewide Distinction status necessitates timely delivery of findings. SHSU goals dictate methodological approach, featuring a developmental process with broad jurisdictional input and continual review of potential recommendations.
Multiple Products SHSU suggests that multiple summative final reports may be of benefit going forward. This represents commitment to assisting TWT throughout implementation, with products of analysis that are dynamic and flexible. Products may include models and assessment devices designed for ongoing utility. What levels of service are citizens willing to pay for? At a minimum we will consider the following five architectural options: (1) maintaining the current contractual relationship with MCSO; (2) combining with an existing adjacent municipal agency; (3) establishment of an independent full‐service department focused on patrol, crime prevention and response to non‐criminal calls‐for‐ service; (4) a standalone, traditional full‐service police department but with all or nearly all support services contracted (communications, lock‐up, traffic control, special event management, perhaps even investigations); (5) examination of the possibility of a technology optimized public safety agency.
Project Timeframe TWT has expressed desire for a twelve‐month timeframe for completion of all substantive analytical and development processes. This is ambitious, and attainable for a committed project team with broad expertise. Given the direction of TWT this project should be fashioned accordingly.
Realistic Daily Police Operations SHSU academics also possess “real world”, continuous practical engagement with policing law enforcement operations. All SHSU team members work with practitioners on a daily basis, focusing on action and application in addition to academic leadership.
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Task 3 – Analysis of Street Conditions & MUDs The engineering experts of the distinguished consulting firm of Walter P Moore will perform these aspects of the study effort.
Street Inventory and Condition Analysis Walter P Moore will perform the street condition analysis. We propose to use a system we are currently using for the US Government Services Administration (GSA) to assess the condition of pavement in various government facilities they operate including Land Port of Entry Stations, Building parking lots, Border Crossings, etc. The program was developed by Colorado State University for the Department of Defense and uses Pavement Condition Index Rating based on ASTM Standards to assess of sample areas of the roadway to determine the roadway condition. The program standardizes the assessment since ASTM standards are used to base the evaluation. The road assessments will be used to rank and prioritize street improvement needs so that a Capital Improvement Program can be created addressing the most critical needs first. Repair Pricing can be entered into the program to allow the cost factors to be part of the analysis.
The work would be carried out with 3 man crews that would include engineers managed by Doug Coenen and Thusitha Silva. It is estimated that the assessment could be done within 3 to 4 months including fieldwork, processing and reporting. The time could be improved by putting more crews in the field should that be necessary. Major roadways would be analyzed by segments defined by intersections. Neighborhood streets would be analyzed by neighborhood, subject to the time of construction. For example, a 20 acre neighborhood might have several blocks of street all constructed at the same time. Instead of sampling each street, we would sample certain representative streets that could be considered as typical for the neighborhood.
The team members will include Doug Coenen who has led the Paver pavement evaluation effort for GSA. Thusitha Silva will add his expertise on the design of city streets. The supporting team will be made up of the other staff that have been involved with them in the assessments and street designs.
Traffic Signal Maintenance Walter P Moore will lead the effort to assess the traffic control system serving the Woodlands Township for the purposes of understanding the costs going forward for maintaining and operating the existing systems and analyzing what system upgrades
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should be studied to improve existing modeled traffic conditions. The work will include gathering the existing traffic models and designs within the Township, making field observations of the operations of the key intersections, looking at documented proposed system improvements, and creating a capital improvement plan for the operations and maintenance of the system. Included will be suggestions where the existing traffic control systems need to stay within the County’s or TxDOT’s responsibilities and where taking them over may have an advantage. Where there is an advantage to keep the systems connected to the county’s Precinct 3 central traffic operations center. Thomas Duncan will lead this effort. As the Managing Director of Traffic Engineering at Walter P Moore, Thomas brings a team of highly qualified traffic engineers to make the assessments and develop the necessary information to help guide the Woodlands Township to a successful decision on the traffic systems.
Municipal Utility Districts Walter P Moore will lead the municipal utility analysis to document and confer with the Team and the Township on the options to incorporate or to dissolve and assimilate the water and wastewater systems operations and maintenance and how that might best be accomplished. The effort will be led by Edwin Friedrichs who has been a trusted advisor to the City of Houston, the Texas Medical Center and many corporations in the region. His knowledge of the systems and the governance of them will help guide the Township to effective alternatives to consider.
Drainage Analysis Walter P Moore will lead the analysis on assimilation of MUD drainage responsibilities. The Walter P Moore team anticipates being on the selected team for the Township Drainage Analysis. The knowledge and information that study will bring along with our knowledge and experience in drainage for the area will be beneficial to the study. Andy Yung will be leading this effort. Andy has performed many drainage studies within The Woodlands and has helped to author many of the existing Drainage Criteria Manuals for the surrounding communities.
Task 4 – Legal Analysis As stated in TWT project solicitation, “A legal review will be completed in conjunction with the financial analysis to evaluate all costs and revenues included in the financial model. This review will assure that the projected costs and revenues are allowed with the provisions of a general law city, the provisions of the RPA legislation and the Township’s enabling
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legislation. The Township’s contracted municipal legal team will work with the consultant to complete this review. The cost of the legal review will not be a part of the consultant’s proposal but will be funded separately by the Township.”
Task 5 – Community Analysis / Public Forums / Resident Feedback There are numerous critical elements successful and effective community engagement to assure overall success of the Project. The HARC Team assembled for this proposed project is comprised of firms with exceptional expertise in conducting the requisite studies and analyses expected by TWT, an understanding of The Woodlands community, and irrefutable reputations in their respective fields. That said, the linchpin in the Project and the key to its ultimate success will be the ability to create effective mechanisms to communicate accurate information to the community, develop effective mechanisms for soliciting community input, and then to convey and integrate community feedback back into the governance planning process.
The CAS team, led by Jennifer Lindbom, has demonstrated abilities needed to accomplish this task. Defined below are specific critical principles observed throughout the process.
Transparency The outcomes of the Governance Planning initiative will have long‐term and far‐reaching effects on the entire Woodlands community. As such, transparency is perhaps the most critical element that must be addressed throughout the process to assure that concerned residents and others understand how the process is conducted, trust the scenarios and financial implications that are generated, and have confidence that this is an open, trustworthy process. The phases and steps detailed in the subsequent section are founded on maintaining transparency, involving a broad cross‐section of the community, and engendering trust.
Objectivity Related to transparency, the community must trust that the studies and analysis conducted are objective. The CAS team will work tirelessly to research and study the data and information critical to making informed decisions and is committed to maintain its objectivity throughout the process.
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Communication and Informed Decision‐Making Flowing from objective information is the Team’s ability to effectively communicate to the community information so that informed decisions can be made. As described in the approach below, the Team will create an attitudinal baseline at the start of the process to assess the community’s initial understanding of the issues related to governance planning, will conduct public information campaigns and public engagement activities throughout the process, and will again test the community’s attitudes at the end of the Project to understand whether and how attitudes have changed with regards to governance.
Balance the Qualitative and Quantitative Perhaps the most tangible focus of the governance planning initiative among community residents and property owners is likely to be any potential tax increases. The Team will work to communicate all the quantitative and tangible potential impacts of the governance scenarios, but will seek to balance this with objective assessments of the potential qualitative impacts that may be more difficult to quantify but could accord to costs and benefits or pros and cons.
Diverse & Representative Participation The Woodlands is a very engaged and active community. Though, as is the case in most communities, government meetings and forums may have relatively low participation or may not be attended by traditionally underrepresented groups. As such, the Team will employ various general and targeted approaches to reach the broadest cross‐section of the community throughout the process, including small pop‐ups at existing communitywide events, online information and surveys, stakeholder interviews, focus groups, and public forums.
Shared Values & Areas of Consensus Despite the diversity of opinions that may exist in The Woodlands, there are certainly values that the community shares. As the governance process gets underway, there will also certainly be areas of contention and strong opinion. It is very important to document those disparate opinions and disagreement. At the same time, it is also important to document those areas on which the community agrees and where there is emerging consensus. These shared values and areas of consensus can provide a lens through which to consider the pros and cons of governance options and can also provide a touchstone throughout the process and subsequently during a ballot initiative should it be pursued.
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Prepared Leadership & Steadfast Community Champions It is highly likely (although not presupposed) that the outcomes of this governance planning process will result in recommendations to change the governance and service delivery structure of TWT. Although the next major step proceeding from the Project could be a ballot initiative, the implementation of any changes will be a marathon not a sprint. In addition to the long view that needs to be considered, any proposed changes will have supporters and detractors in the near and distant future. The Team is aware of these considerations and will support the Township Board by ensuring they are fully informed of both the data and analysis as well as public opinion with regards to the emerging agenda and that they have a good foundation for effective roll‐out of recommendations. In addition, the Team’s approach will seek to identify and groom Community Champions who through the governance planning process will develop their buy‐in and commitment to support recommendations over the long term.
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Cost Statement Given the Project Team’s current conceptual understandings of the potential extent of the project scope, HARC estimates that the overall project cost, for all activates delineated in this proposal, will be $2.45 million. Where applicable and appropriate, hourly rates for certain project personnel have been collected and are presented below. Statement Please note that the resumes/CVs of all key project personnel are presented in respective appendices describing these partnering Project Team entities, along with qualifications to undertake this proposed work. Cost
Billing Rates for Key Project Personnel
HARC Mustapha Beydoun $215/hour Gavin Dillingham $200/hour Carolyn LaFleur $126/hour
EY (formerly Earnst and Young) EY has a blended rate of $450/hour for their team members
Sam Houston State University Larry Hoover $119/hour William Wells $101/hour William King $85/hour Jerry Dowling $81/hour Timothy Oettmeier $81/hour Ling Ren $74/hour
Walter P Moore Because of the engineering nature of their associated project scope and concerns associated with the Qualified Based Selection requirements for the procurement of professional services using public money, Walter P Moore will provide billing rates after the selection process has been completed by the Township. This will ensure that both The Woodlands Township and our team are protected.
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CAS Group Jennifer K. Lindbom $170/hour Nataly Blumberg $145/hour
Rice University Robert Stein $250/hour
Ad White adWhite’s charges $150/hour for their services
University of Houston Blake Hudson $225/hour
APPENDIX 1
APPENDIX 1 Supporting Materials for
CURRICULUM VITAE
Mustapha Beydoun, Ph.D. Vice President and Chief Operating Officer Houston Advanced Research Center (HARC) 8801 Gosling Road, The Woodlands, Texas 77381 Phone: (281) 364-6046 Cell: (832) 544-7419 E-mail: [email protected]
Education:
Ph.D. in City and Regional Planning, 2004 The Ohio State University – Columbus, Ohio Dissertation: Vehicular Characteristics and Urban Air Pollution: Socioeconomic and Environment Policy Issues
Master of Urban and Regional Planning, 1997 Florida Atlantic University – Boca Raton, Florida
Bachelor of Arts in History, 1992 University of Florida – Gainesville, Florida
Professional Experience:
HOUSTON ADVANCED RESEARCH CENTER (HARC) – The Woodlands, TX Vice President and Chief Operating Officer (Nov. 2016 to Present) Responsible for directing, administering, and coordinating the daily operations of HARC in support of the organization’s strategic and administrative goals Selected Contributions: ♦ Oversee HARC's Information Technology, Human Resources, Accounting/Payroll, Communications, Facilitates Management, and Grants and Contracts teams and activities ♦ Supervise HARC’s Research Scientists ♦ Responsible for ensuring that all proposals and projects are consistent with HARC’s mission and financial objectives ♦ Formulate and administer HARC policies and procedures
ABU DHABI PORTS (FORMERLY ADPC) – Abu Dhabi, UAE HSE & Compliance Manager – Khalifa Industrial Zone Abu Dhabi (Kizad) (June 2009 to July 2016) Oversaw the development, implementation, and maintenance of an environment, health, and safety management system (EHSMS). Developed and established rules, procedures, standards, and an overall governance structure for the 418 km2 Kizad development of the Khalifa Port and Industrial Zone (KPIZ) project. Selected Contributions: ♦ Managed Kizad’s overall rules and regulations including updates, enforcement, regulatory compliance, and the issuing of permits to work ♦ Abu Dhabi Ports lead for all Kizad environmental study and management plan reviews and approvals ♦ Served as program manager for the KPIZ Air Quality Modeling and Monitoring program that partnered with the Norwegian Institute for Air Research (NILU) to produce KPIZ emissions inventories, a photochemical model, and deployed two continuous ambient air quality monitors
M. Beydoun CV, Page 1
♦ Led the installation, deployment, and operation of four continuous water quality monitors in Khalifa Port as part of Kizad’s seawater cooling monitoring program. The program included the development of a hydrodynamic model, in partnership with DHI, for assessing the marine impact of potential Kizad investors ♦ Managed all HSE audits and inspections of Kizad contractors and investors ♦ Directed the development and implementation of Kizad’s operational security strategy and supervision of 32 personnel as Kizad Security Team Manager ♦ Spearheaded the creation and launch of the Kizad Integrated Waste Management Program, one based on an industrial symbioses framework to delineate and address the types, amount, and sources of waste within the development Senior Urban Planner, Sustainability – Strategy & Development Unit (Dec. 2008 to June 2009) Led all efforts related to environmental and sustainability planning for the Industrial Zone of the KPIZ project. Selected Contributions: ♦ Appointed taskforce lead and project manager for the Abu Dhabi Ports Rail Taskforce ♦ Led the formal discussions between Abu Dhabi Ports and Etihad Rail regarding the proposed UAE/GCC rail running through KPIZ, along with finalizing the line’s basic design requirements and alignment
HOUSTON ADVANCED RESEARCH CENTER (HARC) – The Woodlands, TX Research Scientist – Environment Group (Jan. 2006 to Dec. 2008) Contributed leadership, planning, and specialized research to a wide variety of projects as a project manager. Notable Projects: ♦ TERC/TCEQ Air Quality Research Program: Led a team of academics and specialized consultants in air quality projects focused on industrial flares, emissions inventories, and catalytic exhaust treatment programs ♦ TERC New Technology Research & Development (NTRD): Managed and provided research support for $6.5M of hybrid truck technology development, emissions verification, and commercialization projects. Partners and stakeholders included truck manufactures and technology providers (Eaton, Peterbilt, International, Caterpillar, Capacity of Texas, Bosch Rexroth), the Texas Commission on Environmental Quality (TCEQ) and US EPA, The Port of Houston, Houston Airport System, Waste Management and Republic Waste Services, Houston METRO, Southwest Research, the University of Houston, and West Virginia University ♦ City of Houston Building Energy Code: Collaborated with HARC staff, City of Houston officials, and Texas A&M colleagues to develop a new residential and commercial energy code for the City of Houston ♦ City of Houston, Solar America Cities: Served as project co-manager and local representative for the City of Houston and HARC, in partnership with U.S. Department of Energy, to establish a solar strategy and formulate a plan framework. Project partners included industry leaders (BP Solar and Reliant Energy), city and state officials, community groups, a NASA research team, and area universities ♦ Combined heat and power (CHP): NOx emissions project technical lead for commercial facilities ♦ City of Houston, Cool Roofs: Led a team of HARC researchers through the development of a cool roofs policy and code for the City of Houston ♦ Texas Joint Center for Air Quality: Provided research support including the evaluation of emissions and traffic impacts of transportation programs, technologies, and control measures. Assisted on air quality pilot projects covering biodiesel emissions, photocatalytic pavings, and high-speed emissions modeling
TEXAS SOUTHERN UNIVERSITY – Houston, TX Assistant Professor – Urban Planning & Environmental Policy Program (Aug. 2004 to Dec. 2008) Delivered instruction, leadership, and mentoring to graduate level students in environmental planning and policy, pollution control, and urban planning. Led various sponsored research projects.
M. Beydoun CV, Page 2
Selected Contributions: ♦ Co-led the Masters of Urban Planning and Environmental Policy Program Accreditation Study, officially accredited in 2008 by the Association of Collegiate Schools of Planning (ACSP) ♦ Advised master’s and Ph.D. students, served on thesis and dissertation committees ♦ Directed a team of faculty and students to develop a GIS-based data portal for the placement of air toxic monitors for the Texas Commission on Environmental Quality (TCEQ) ♦ Constructed a Houston specific environmental outreach and education program for the National Oceanic Atmospheric Administration (NOAA) covering water quality and flooding ♦ Developed and taught various graduate level courses such as The Growth and Development of Cities, Research Methods, Land-Use and Environmental Law, Introduction to GIS, Energy Planning, Environmental Planning and Policy, Environmental Monitoring & Analysis, and Pollution Control
UNIVERSITY OF IOWA – Iowa City, Iowa
Visiting Assistant Professor – Graduate Program in Urban and Regional (Sept. 1999 - Aug. 2003) Taught classes and led research projects.
Selected Contributions: ♦ Researched biomass derived alternative transportation fuels and their lifecycle environmental implications ♦ Taught Planning Livable Cities, Urban Environmental Planning and Politics, Environmental Policy, and Energy & Environmental Seminar
THE OHIO STATE UNIVERSITY - COLUMBUS OHIO Instructor and Research Associate – City and Regional Planning Program (Sept. 1999 - Aug. 2003) Worked on diverse research projects, served as a teaching associate, and taught undergraduate classes. Selected Contributions:
♦ Research associate on various projects dealing with environmental planning, environmental communications, land use, design review, takings, smart growth, and growth management ♦ Helped to develop and design an online planning curriculum aimed at professional planners and government officials ♦ Responsible for teaching Introduction to City and Regional Planning and Intern/Trainee Planning Seminar ♦ Teaching Associate for American City Planning Since 1900, Theory of City and Regional Planning, Environmental Factors in City and Regional Planning, and Physical Elements of Urban Development (Site Planning)
Publications
Beydoun, M. and Guldmann, J-M. (2006). Vehicle characteristics and emissions: Logit and regression analyses of I/M data from Massachusetts, Maryland, and Illinois. Transportation Research Part D: Transport and Environment, 11 (1), 59-76.
Beydoun, M. and Pearlman, K. (2001). Takings and land use regulation: A review of recent law journal literature. Journal of Planning Literature, 16 (1), 19-61.
M. Beydoun CV, Page 3
Gavin Dillingham, PhD Program Director, Clean Energy Policy and Director of DOE's Southwest CHP TAP Houston Advanced Research Center (HARC) Email: [email protected] Address: 8801 Gosling Drive, The Woodlands, TX 77381
Summary: Program Director of Clean Energy Policy with specific focus on investment in clean power infrastructure and the adoption of clean energy policies at the local, state and federal level.
Education: Rice University PhD, Political Science - Public Policy Adoption and Analysis, 2002 - 2007 Texas Tech University B.A, Psychology - Summa Cum Laude, 1995 - 1997
Experience: Program Director, Clean Energy Policy; Senior Research Scientist at Houston Advanced Research Center (HARC) January 2016 - Present - Lead research efforts focusing on policy adoption and innovation of clean energy policy at local, state and national levels. - Lead market analysis and program design efforts for utility incentive and rebate programs Conduct policy design and analysis for local and state clean energy programs. - Direct federal and state grant funded programs focusing on the identification of regulatory and policy barriers to clean energy implementation. - Technical Advisor to local government - provide advice on clean energy policy development and design; conduct cost-benefit analysis and life-cycle cost analysis to assess policy feasibility.
Lecturer - Public Policy Planning - Adoption and Innovation at Rice University January 2013 - Present - Teaching a class on the public policy process with a specific focus on policy adoption and innovation using event history and survival analysis modeling. Presented a variety of key policy process topics including the advocacy coalition framework, punctuated equilibrium, network analysis and policy diffusion via economic competition and social learning. Discussed topics related to energy efficiency, climate change, oil and gas exploration and production, gun control, public health and public education.
Research Scientist, Clean Energy Policy at Houston Advanced Research Center August 2012 - December 2015 - Acting as Technical Advisor to the City of Houston for the City Energy Project; lead effort in developing and deploying strategy to implement CEP program in Houston; identify best practices around proposed policies, determine applicability and feasibility for Houston and incorporate best practice information into outreach and education documents, as well as in policy language; conduct data analysis regarding policy cost benefit, energy savings, emissions reductions, and economic impact to help with drafting policy; provide technical assistance, editing and review for drafting of each policy; - Develop studies on K-12 Energy Management Best Practices - Conduct research regarding the development of predictive models to better understand the diffusion and innovation of energy efficiency and renewable energy policy across state and local governments;
Manager, Energy and Sustainability at Houston ISD November 2010 - July 2012
Director of Sustainable Growth at City of Houston - General Services February 2009 - November 2010
Education: Rice University PhD, Political Science - Public Policy Adoption and Analysis, 2002 - 2007 Texas Tech University B.A, Psychology - Summa Cum Laude, 1995 - 1997
Research Publications: Dillingham, G and M. Badioan-Kriticos. 2016 “Adoption of Benchmarking and Transparency Policies in the United States.” American Council for Energy Efficient Economy Summer Study.
Dillingham, G. 2014. “Adoption of Benchmarking and Transparency Policies in the United States.” American Council for Energy Efficient Economy Summer Study.
Dillingham, G and DuPlessis, J. 2014 “Texas School Energy Management Study.” HARC
Hampson, A., T. Bourgeois, G. Dillingham and I. Panzarella. 2013. “Combined Heat and Power: Enabling Resilient Energy Infrastructure for Critical Facilities.” Oak Ridge National Laboratory Report.
CURRICULUM VITAE
Carolyn J. LaFleur, M.Eng., P.E. Research Scientist / Civil Engineer Energy & Sustainability Education: McNeese State University, Master of Engineering, 1989 McNeese State University, B.S. Civil Engineering, 1988
Professional Experience:
Research Scientist / Houston Advanced Research Center - The Woodlands, Texas (2012, present) Recognizing the integrated nature of sustainable resource management, draws upon interdisciplinary knowledge. Analyze energy, water, carbon, and other resources embedded engineered systems. Research focuses on technologies and strategies that cos-effectively reduce pollution and resource consumption, enhance resource recovery (recycling and reuse), and improve efficiency in the use of energy and water. Analyze environmental and societal aspects, impacts, and benefits in varied aspects of resource extraction, including oil and gas exploration and production, mining and manufacturing, groundwater and surface water resources, wastewater treatment, solid waste reduction, recycling and disposal, and air quality.
Disciplines and duties include: • Environmentally Friendly Drilling Systems Program, providing unbiased science to address environmental aspects in oil and gas exploration and production. • Managing the “Coastal Impacts Technology Program”, with research and demonstration projects in topics including air emissions, flowback and produced water recycling and treatment, land conservation, site restoration and societal issues. • Leading the “Powered by Natural Gas” research initiative, studying natural gas power and fueling alternatives for drilling and hydraulic fracturing. • Measurement of high-horsepower engine emissions. • Field studies to characterize hydrocarbon emissions at oil and gas facilities, including FLIR Optical Gas Imaging. • Coordination of field activity for the “Technology Integration Program” working with industry partners and university researchers to test innovative technologies in field settings. • Develop, promote and host workshops, coordinate production of videography for public relations. • Publish articles and white papers on various research topics. • Interact with stakeholders, research partners and press.
Principal Civil Engineer / Sustainable Systems Engineering - The Woodlands, Texas (2003 to 2012) Engineering support for pollution prevention and sustainability. • Permitting, Design, & Compliance for Solid Waste Facilities. • NPDES Permitting & Compliance, Water Quality Engineering, Sediment & Erosion Control, SWPPP
Project Manager / HDR Engineering, Inc. - Houston, Texas (2000 to 2003) Coordinate and direct work efforts of project personnel in Houston and Dallas offices. Responsible for scoping, budgets, schedule and allocation of resources to accomplish goals of multiple projects. Interact with regulatory authorities, contractors and other consultants. Guide and direct junior staff toward greater understanding of technical issues, operational expectations and increased responsibility. • Permitting, Design, Construction & Compliance / Solid Waste Facilities • Forensic Studies Related to Insurance Claims • Environmental Studies: Phase I and Phase II Environmental Site Assessments
Project Manager / Freese & Nichols, Inc. - Austin, Texas (1998 to 2000) Prepare, review and approve technical documents including specifications, reports, drawings and permit submittals. Manage development of environmental studies for water resources projects. Evaluate existing structures and equipment for continued serviceability and repair/retrofit. • Water Resources and Infrastructure: Permitting, condition assessments, design calculations and general civil support for dam modernization projects, flood protection structures and flood damage repair.
Project Manager / B.A. Liesch Associates, Inc. - Minneapolis, Minnesota (1991 to 1998) Responsible for scoping, budgets, schedule and allocation of resources to accomplish the respective goals of multiple projects. Prepare, review and approve technical documents including specifications, reports, drawings and permit submittals. Interact with regulatory authorities, contractors, other consultants and public. Field Quality Assurance / Quality Control (QA/QC) during construction of compacted clay liners, geosynthetic clay liners, geomembranes and other geocomposite earthen structures and sitework. • Permitting, Design, Construction, Compliance & Operational Support / Solid Waste Facilities • Permitting & Construction / Concentrated Animal Feeding Operations (CAFO) Facilities: • Prepared permitting materials including design of liquid manure storage and site grading plans.
Associate Project Engineer / Soil Testing Engineers, Inc. - Lake Charles, Louisiana (1989 to 1991) Geotechncal drilling and laboratory testing, report preparation, foundation analysis and design computations. • Geotechnical and Environmental Investigations
Research Assistant / McNeese State University - Lake Charles, Louisiana (1988 to 1989) Research work included in-depth examination of permeability theory, and development of pressurized, sealed double-ring infiltrometer system for accelerated field testing. • Research and Development of a Prototype Device for In-Situ Hydraulic Conductivity Testing • Soils Laboratory Instructor
Engineering Technician / Conoco Production - Lake Charles, Louisiana (1981 to 1984) Calculations and data management for Production and Reservoir Engineering groups. Safety Analysis Function Evaluation (S.A.F.E.). Design and installation of pneumatic instrument systems for process safety on offshore production platforms. • Offshore Production and Reservoir Engineering Support • Safety Systems Analysis & Design, Pneumatic Instrumentation
Work Experience during College - Lake Charles, Louisiana • Piping Draftsman and Materials Expeditor - Petrochemical Industry • Land Survey Draftsman
Honors and Awards: Gordon P. Boutwell Award for Outstanding Student in Civil Engineering 1989 Professional Memberships: • American Society of Civil Engineers (ASCE), Member ◦ Past Chair, Forensic Technical Committee, Texas Section • Environment and Water Resources Institute (EWRI, of ASCE) ◦ Environmental Council Technical Executive Committee Representative ◦ Environmental Council, Past Chair / Environmental Health & Water Quality Committee, Past Chair ◦ Interdisciplinary Council / Hydraulic Fracturing Technical Committee, Vice-Chair • Society of Petroleum Engineers (SPE), Member • The Woodlands GrassRoots Environmental Education Network (The Woodlands GREEN), Past President
APPENDIX 2
APPENDIX 2 Supporting Materials for
Profile of Proposer
EY1 is a global leader in advisory, transaction, assurance and tax services. Around the world, EY member firms comprise more than 240,000 professionals who advise governments and corporations on their most complex challenges. EY’s roots date back to the 19th century, when founders Arthur Young and Alwin C. Ernst independently formed the firms of Arthur Young & Company and Ernst & Ernst, respectively. The formation of Ernst & Young occurred by merger in 1989, and the firm now employs 50,000 staff in the US alone – more than 1,500 of whom primarily advise government and public sector clients.
EY is consistently ranked as one of the leading advisors to government globally, and we are deeply committed to the communities where we live and work. EY employs than 1,600 staff in our Houston office, and more than 4,800 in five offices across Texas. Current and recent government clients include the Texas Department of Transportation, Texas Department of Emergency Management, Travis County, and City of Austin, amongst others.
The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
In the US, EY provides financial-related advisory services to municipal clients through Ernst & Young Infrastructure Advisors, LLC (EYIA), which is a Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) registered Municipal Advisor.
EY’s work with the state and local governments includes a broad range of consulting and financial advisory services, including but not limited to engagement related to: financial planning, modeling and projections, revenue forecasting, budget formation and execution, municipal financing advice, human capital, grants management, performance improvement, infrastructure advisory, municipal restructuring, accounting and assurance services, program management, establishment of internal controls, technology implementation.
1 EY refers to the global organization, and may refer to one or more of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. EYIA is a wholly owned subsidiary of Ernst & Young US LLP, which is a member firm of Ernst & Young Global Limited. EY Qualifications
Diversified Public Sector Services and Experience
Our diversified public sector experience and service offering spans the following areas.
Economic Forecasting Team of economists, statisticians and business analysts, 70% of whom have a PhD or Master’s degree in their respective field. Experience includes: • Economic and fiscal impact analysis • Tax policy development and analysis • Revenue and expenditure projections • Program Evaluation • Benefit-Cost analysis • Value of tax exemptions • Tax and cost benchmarking
Tax Policy Over 43,000 tax professionals across 147 countries, helping government clients manage their tax policies. EY’s tax policy experience include: • Promoting equitable growth by developing new policies and avoiding damaging tax rules • Using progressive taxation to reduce income inequality • Developing tax policies to resolve impediments to business needs • Assessing the tax gap and tax expenditures • Improving tax administration
Public Financial Management EY’s Public Finance Management professionals help governments and public sector organizations improve planning, budgetary and financial performance and financial management processes, as well as meet public transparency and accountability requirements. Experience includes: • Fiscal planning and budgeting reforms • Enhancing revenue and tax reforms • Cost reduction programs • Public sector accounting reforms • Financial IT transformation
Infrastructure and Municipal Finance • Over750 infrastructure professionals worldwide, providing financial planning, projections and procurement support to governments. • Our experience spans all areas of essential public services and infrastructure, including utilities, transportation, education, public facilities and court houses, water, renewables, resiliency, telecommunications and joint development among others. • EY is unique in having an MSRB and SEC registered municipal advisor affiliate in the US, allowing us to advise on issues of municipal debt, as well as private and hybrid capital matters for government.
Structuring and Restructuring Over 1,100 restructuring professionals worldwide in 39 countries, with experience including: • Developing overall strategy and framework • Cash flow forecasting • Financial projections • Operational structuring including process design • Analysis of budgets and recommendations to address key drivers • Structuring of pension liabilities • Structuring of debt obligations • Labor analysis and negotiations
Pension Advisory • Over 1,500 pension and retirement professionals worldwide serving many governments and states in pension reform, including 8 of the top 10 government pension plans in North America • Key focus on developing and implementing comprehensive pension and OPEB reforms that allow organizations to afford future contributions while providing reasonable benefits to employees and retirees
Real Estate • Over 12,000 real estate professionals worldwide with more than 4,000 real estate clients across the country and throughout the world • EY provides in-depth advisory services to owners, developers, builders, operators, capital providers and users of real estate • Experienced in valuations, market analysis, financial analysis, strategic planning, public policy and economic development, lease structuring and real estate transaction analysis
Extensive Experience Advising Public Sector Entities
A select list of state and local government and public sector clients we are currently advising, or have recently advised, include:
State: • California Administrative Office of the Courts • California Transportation Commission (CTC) • Colorado Department of Transportation • Commonwealth of Massachusetts • Commonwealth of Pennsylvania • Connecticut Housing Finance Authority • District of Columbia Department of Transportation • Florida Department of Economic Opportunity • Florida Housing Finance Corporation • Florida State Board of Administration (Florida Retirement System) • Georgia Department of Transportation • Georgia State Accounting Office • Georgia State Auditor • Illinois Department of Transportation • Massachusetts Department of Transportation • Nevada Department of Transportation • New Jersey Economic Development Authority • New Jersey Transit Bus Operations • New York State Thruway Authority (NYSTA) • North Carolina Department of Transportation • Ohio Department of Transportation • Texas Department of Transportation • Texas Teachers Retirement Fund • University of California
Local: • Atlantic City, NJ • Board of San Diego City Employees Retirement System • Chicago Housing Authority • Chicago Metropolitan Rail Authority • Chicago Transit Authority • City of Austin, TX • City of Baltimore, MD • City of Chelsea, MA • City of Chicago, IL • City of Cleveland, OH • City of Denver, CO • City of Detroit, MI • City of Flint, MI • City of Fargo, ND • City of Jacksonville, Florida • City of Los Angeles, CA • City of Miami, FL • City of Richmond, VA • City of San Francisco, CA • City of Seattle, WA • Denver Regional Council of Governments (DRCOG), CO • Detroit Public Schools • New York City Economic Development Corporation • New York City Housing Development Corporation • Public School District, Columbus, Ohio • Richmond Redevelopment Housing Authority, Richmond, Virginia • Travis County, TX Select Engagement Experience
Client Dallas Fort Worth Airport Project Name Property tax projection Project Description EY was commissioned by DFW airport to evaluate the potential property tax that would result from various potential tax law changes pertaining to DFW properties. The analysis involved projecting potential development in the airport district and the allocation of property tax revenues to overlapping taxing jurisdictions including neighboring incorporated cities. The analysis also included a projection of changes in development activity that could result from specific changes to the way leases would be taxed on airport property.
Client City of Flint, MI Project Name Tax projections Project Description EY was engaged to complete a 5-year revenue forecast of Flint’s property taxes, income taxes, and revenue sharing payments from the State of Michigan. This required an understanding of the tax base and economic drivers of these taxes and payments. A property tax model was constructed that forecasted changes to the property tax base due to anticipated economic and demographic changes in the City of Flint.
Client Wayne County, MI Project Name Tax projections Project Description EY was engaged to review the tax revenue forecasts of Wayne County. The majority of the County’s General Fund revenue is from property taxes. EY reviewed the tax base and economic drivers, as well as the City of Detroit’s impact on taxable value in the County, to forecast the County’s property tax revenue for the next five fiscal years.
Client City of Detroit
Project Name Financial Restructuring
Project Description EY represented the City of Detroit as its financial restructuring advisor. Services provided included: • Financial forecasting & modeling – short term cash flow forecasting and monitoring; developed a 5-year projection model with sensitivity analysis; assessed historical performance and trends; in-depth analytics of payroll, pension, accounts payable and benefits costs; assisted in estimating the value of contractual changes from union negotiations • Cost savings analysis – performed cost analytics to determine opportunities for cost savings from outsourcing or process improvements • Strategy – assisted in determining appropriate make-up and level of Core Services • Stakeholder communications – facilitated communication with stakeholders including unions, attorneys, management and swap counter parties • Recommendations – identified risks and opportunities related to the city’s forecast and Deficit Elimination Plan; identified key issues, weaknesses and implications in current processes related to budget, finance and treasury functions
As part of this engagement, EY forecasted the tax revenue the City could reasonably expect to receive in the next 10 years. This included completing forecasts for property, income, wagering, and utility user taxes. Each tax base was modeled separately, allowing the relevant economic and demographic drivers to affect the tax base and collections during the forecast period. The analysis became part of the City’s Plan of Adjustment for exiting bankruptcy. EY also completed three expert reports and testimony on the tax forecasts.
Client Texas Department of Transportation
Reference: Jennifer Wright Project Finance, Debt and Special Contracts 512-463-8946 [email protected]
Project Name Financial advisor
Project Description EY has served as financial advisor to TxDOT on its non-traditional highway projects since 2009, providing advice on financial planning, budgeting, procurement and development of project specific long term projections. EY also assists TxDOT in applying for federal financing, developing detailed financial projections for credit rating and loan application purposes.
EY has provided financial advice on a range of projects, including SH-183, Southern Gateway and LBJ East (IH-635) in Dallas; Loop 1604 in San Antonio, Grand Parkway in Houston, and the Central Texas Turnpike System. We have also provided support in reviewing certain back office, treasury processes, payment arrangements and contracted arrangement for toll roads in the Dallas region.
Client City of Jacksonville
Project Name Assessment of Financial Condition
Project Description The incoming administration required an independent financial assessment of the financial condition of the City. Pension plans were significantly underfunded despite favorable market returns in recent years and revenues were anticipated to decline due to the expiration of certain contracts. Historical wage freezes and cuts reduced the City’s ability to hire and retain a talented workforce.
Services provided by EY included: • Financial forecasting & modeling - assessed multi-year financial projections with sensitivity analyses; identified risks and opportunities in projections; evaluated the financial impact of anticipated revenue risks and hiring / investment plans to the baseline projections over a 3-4 year period; analyzed implications of recent pension agreements on the unassigned fund balance • Revenue opportunities analysis – identified additional potential revenue streams that did not require changes to existing legislation; understood fiscal impact of potential changes to tax rates; assessed tax incentives and their impact on General Fund revenues • Benchmarking analysis – benchmarked key metrics with other comparable municipalities • Risk mitigation – recommended action steps to mitigate risks observed in current operations
Client Atlantic City
Project Name Financial Restructuring
Project Description The city was facing cash and liquidity issues; declines in ratable tax base; inability to reduce operating cost structure to match declining revenues; overdependence on property taxes from casinos; multiyear tax appeals from casinos; significant debt burden from bond and property tax refund-related debt; and increasing financial pressures on school and county budgets.
Services provided by EY included: • Financial forecasting & modeling – short term forecasting; preparation of multi-year financial projections with sensitivity analyses; assessment of risks and opportunities in projections • Revenue opportunities / cost savings analysis – performed departmental reviews to identify opportunities for revenue enhancements and cost savings from process improvements or outsourcing • Strategy – developed high-level strategic options and long-term strategy for financial stability • Stakeholder communications – assisted in communications and negotiations with key stakeholders, including the city, state legislature, bondholders, bond insurers, casinos, public school district, the county, unions, employees and retirees
Client Cayman Islands Government
Project Name Feasibility review of options to improve performance and efficiency
Project Description The Cayman Islands Government (CIG) commissioned a feasibility review of options to improve the performance and efficiency of the public service as well as opportunities to rationalize government. CIG was facing a risk of recurring operating deficits; unfunded liabilities; requirements to restore and maintain fiscal sustainability by undertaking major cuts in spending, by privatizing enterprises, and by selling other assets; and the need to fund future infrastructure development.
Services provided by EY included: • Strategic review – conducted an assessment of past recommendations taking into account the current conditions of the Cayman Islands and assessed the feasibility of implementing recommendations through desktop review and over 100 stakeholder interviews • Rationalization review - review and analysis of functions that would be better carried out by the private sector across the Government’s portfolio of entities • Developed strategic plan and roadmap – developed a considered and appropriate road map for execution to guide the organizational transformation of the CIG’s ministries and other entities to deliver an efficient and effective public service; incorporated key findings and prioritized recommendations of potential asset sales, outsourcing opportunities, government mergers/rationalization or internal efficiency initiatives, as well as the associate timeframe/priorities and overall benefits to the Cayman Islands community.
Client Fargo Moorhead Flood Diversion Authority
Reference: Kent Costin Director of Finance City of Fargo, North Dakota 200 3rd St. North, Fargo, ND 58102 701-241-8158 [email protected]
Project Name Fargo-Moorhead Area Diversion Project
Project Description EY is advising the Fargo Moorhead Flood Diversion Authority on the financial plan, projections and procurement of a $2.4 billion Fargo-Moorhead (FM) Area Diversion Project, which will establish permanent flood protection measures for the flood-prone Fargo-Moorhead Metropolitan Area. The Authority is a joint powers authority entity, established by Fargo, ND and Moorhead, MN, along with Cass County, ND, Clay County, MN, and the Cass County Joint Water Resources District.
EY has developed long term financial projections for the project, which includes revenues from city and county sales and use taxes, as well as a special assessment/ property tax which will provide credit enhancement. EY also advised on the consideration of alternative delivery models, and subsequently, the procurement of a private entity to design, build, finance and maintain the flood diversion channel.
Client Charlotte Area Transit System (CATS)
Reference: Susana Vang Budget Manager Charlotte Area Transit System 600 East 4th Street, Charlotte, NC 28202 704-336-7356 [email protected]
Project Name Financial advisory (various)
Project Description EY has served as financial advisor to the Charlotte Area Transit System (CATS), the transit authority for the City of Charlotte, since 2001 on numerous value capture and expansion strategy efforts relating to its multi-corridor, multi-modal 2030 Transit Corridor System Plan. As part of its work, EY has performed financial analysis and modeling for individual projects and has performed a value capture study on CATS’ existing and proposed rail transit corridors to assist in funding full build out of the System Plan.
EY has assisted in obtaining Federal funding for individual projects, including Full Funding Grant Agreements (FFGAs) totaling more than $770m for the LYNX Blue Line light rail transit project (now in operation) and a 9.3-mile extension (now under construction); a $75m Small Starts Grant Agreement for a 2.5-mile extension of Charlotte’s streetcar system; and a $180m federal TIFIA loan.
Client City of Flint
Project Name Financial Restructuring
Project Description Work for the City of Flint consisted of three phases: • In the first phase, EY advised on a liquidity analysis. This phase lasted for several months. • In the second phase, after the appointment of an emergency manager by the State, EY was hired to assess the city’s finances, developing a forecast of the cash flow and budget. This included identifying cost-saving opportunities. • In the third phase, EY was hired following a lawsuit between the health care fund and the City of Flint on the way Flint had restructured its OPEB liabilities. In case the lawsuit was lost, Flint needed to find a way how to backpay liabilities and future new liabilities. This led to a department-by-department review. Opportunities for cost-savings were identified, which included valuation analyses of the City’s Hospital and Water & Sewer system. The implementation of the resulting action plan was hampered by the water crisis in Flint. In the end, Flint won the lawsuit.
Our work has included: • Liquidity advisory (determine current liquidity position, historical performance and trends, analysis of variances to the budget) • Forecasting/modelling (prepare five-year baseline projections, identification of operating and legacy expenditures, assessment of risks and opportunities in projections) • Strategy (recommendations on alternative revenue and cost-saving initiatives to address legacy liabilities, assessed requirement for reinvestment capital to enhance quality of life) • Valuation (value analysis for a medical center to determine monetization opportunities, indication of value for the City’s water/sewer assets to assess strategic alternatives to drive return on investment) • Identification of risks and opportunities related to forecast and deficit elimination plan • Recommendations on potential courses of action • Benchmarking of key metrics with other comparable municipalities
Professional experience summary Andrew Phillips is a Principal with Ernst & Young LLP’s Quantitative Economics & Statistics practice. He directs the practice’s economic and fiscal impact modeling service and quantitative analyses of tax competitiveness. In this role, Andrew works with public and private sector clients, trade associations, and business coalitions to develop and analyze tax policy proposals, estimate economic and revenue impacts of policy proposals and private-sector investments, evaluate business tax competitiveness, and present economic and fiscal impact study results to state and local decision makers and the public. Andrew is the author of EY’s annual analysis on total state and local business taxes produced in conjunction with the Council On State Taxation. He is also the author of EY’s annual analysis of new business investments, the EY US Investment Monitor. Andrew has conducted tax policy and economic analysis in over 40 states.
Andrew Phillips Principal Select engagement experience Quantitative Economics and Statistics • Assisting several US state and regional organizations to analyze the tax competitiveness of state, regional, and municipal tax structures for various types of new investment. These
projects include comparisons of all 50 US states for investments in headquarters, durable Contact Information manufacturing, nondurable manufacturing, R&D centers, and shared service centers. 1101 New York Ave. NW • Working with the business community in Ohio to evaluate the economic and tax revenue Washington, DC 20005 impacts of the repeal of the state’s corporate tax and imposition of a new commercial activity tax. Andrew consulted with the California Commission on the 21st Century Economy to Office: +1 202 327 7815 evaluate the potential industry-level impacts of reforms to the state’s corporate tax structure, Email: [email protected] including apportionment and tax base redefinitions. He consulted with the Michigan Chamber
of Commerce to analyze the industry revenue and economic impacts of the repeal of the state’s Education Single Business Tax and replacement with the Michigan Business Tax. Andrew was MA — commissioned by the Rhode Island Department of Administration to evaluate the economic Applied Economics — and revenue impacts of modifications to the state’s tax structure, including the imposition of a Johns Hopkins University gross receipts tax and significant changes to the local property tax structure. He is currently directing studies in Massachusetts examining the economic impact of single sales factor BA — apportionment and in New Mexico, examining the impact of a range of gross receipts and Economics — personal income tax changes. Emory University • Analyzing the return on investment in economic development programs in Florida for several state and regional economic development organizations. Also estimated the public-sector return on investment in workforce boards that are responsible for administering training programs and job placement services using Workforce Investment Act (WIA) funds. • Directing economic and fiscal impact studies for national trade associations, global manufacturing companies, and multinational companies using the IMPLAN and REMI economic models and EY’s proprietary state and local fiscal impact model. • Working for the technology development branch of a middle-eastern government to analyze the relative attractiveness of the country’s tax and operating cost structure for new investments in the technology sector. Andrew’s analysis was used to develop financial incentives to attract new investment in high-growth sectors of the economy. • Assisting private-sector clients identify and analyze cost factors affecting location decisions. Past experience includes assisting manufacturing, headquarters, research, and data center facilities.
Professional experience summary
Adam Chepenik is a Principal with Ernst & Young LLP’s Restructuring Advisory Services practice. He has more than 15 years of combined restructuring and public-sector experience, including six years at the U.S. Treasury Department, where he served as a Deputy Director. He is a frequent speaker at public forums on financial issues for public entities.
Adam provides extensive financial planning advice and assistance on cash flow to state and local entities, budgetary matters, and tax considerations which may include: cash flow and budget forecasting, identifying alternative revenue and expense measures, and other operational restructuring needs. He also advises state and local governments on innovative ways to fund capital plans and infrastructure investments, reform their public pension systems and manage other long- term liabilities.
Adam B. Chepenik Prior to his current role, Adam worked at the U.S. Treasury Department. At Treasury, Adam advised Principal senior White House and Treasury officials in the development of public policy pertaining to distressed Restructuring Advisory Services municipalities, infrastructure finance, and public pensions. He also played a key role in the development of the federal government’s response to Puerto Rico’s financial crisis and provided Contact information extensive technical assistance to Congress in the drafting of the Puerto Rico Oversight, Management Ernst & Young LLP and Economic Stability Act (PROMESA). 1101 New York Avenue Washington, DC 20005 Prior to his position at Treasury, Adam worked in the Blackstone Group’s Restructuring and Reorganization Advisory business where he advised state governments and corporate executives on a Mobile: +1 301-346-2006 wide array of topics including liquidity forecasting, valuation analysis, capital structure optimization, Email: [email protected] bankruptcy, acquisitions and divestitures.
Education MBA – Harvard Business School
MPA - Harvard Kennedy School of Government
BS - Finance, Economics, and Management Statistics – University of Maryland
Certifications Chartered Financial Analyst
Professional experience summary Neil McMonagle is a Senior Managing Director of Ernst & Young Infrastructure Advisors, LLC (EYIA), an MSRB and SEC registered US infrastructure advisory group. Neil has 17 years of experience, with more than 15 years providing financial advice, planning and procurement support to governments in the UK, Europe and North America. Select engagement experience • Texas Department of Transportation (TxDOT) – provides financial forecasting, planning and procurement advice to the TxDOT on a range of projects including SH-183 Managed Lanes Project, Southern Gateway Managed Lanes Project, LBJ East (IH-635) in Dallas, as well as feasibility analysis
for Loop 1604 in San Antonio. Neil McMonagle • Fargo Moorhead Flood Diversion Authority – Fargo Flood Diversion Project: Advising on the Senior Managing Director development of a financial plan and procurement for a $2.4B flood diversion project in the City of EY Infrastructure Advisors, LLC Fargo. The client is a joint powers authority, made up of five local cities, including Fargo and Moorhead, with the financial plan based on the use of city and county sales taxes, and a special Contact information assessment/ property tax backstop. 155 N Upper Wacker Dr Chicago, IL 60606 • Los Angeles World Airports – CONRAC P3 Project: Supporting LAWA, the airport oversight and operations department for the City of Los Angeles with the financial planning and procurement of a Mobile: +1 571 314 5162 $2B consolidated rental car facility at LAX airport. Office: +1 215 448 5082 Email: [email protected] • The Port Authority of New York & New Jersey (PANYNJ) -
Education o Goethals Bridge Replacement P3 Project: Assisted PANYNJ in developing financial Bachelor of Laws (honors) — University of projections, planning and procurement of the $1.1 billion project to replace the existing Strathclyde, Glasgow 83-year-old Goethals Bridge. Also advised on request for a federal loan from USDOT.
Affiliations o Capital Program Screening: Undertook a review of PANYNJ’s $30B capital program to Chartered Accountant — Institute of identify opportunities for federal funding and financing, and analysis of different delivery Chartered Accountants of Scotland opportunities. (ICAS) • Ohio Department of Transportation (ODOT) o Portsmouth Bypass: advised ODOT in the financial feasibility, development of financial projections and procurement of the $500 million Portsmouth Bypass PPP Project, including the successful application for a $207m federal TIFIA loan, as well as federal Appalachian grant funding. o Working Capital Management: Assists a multi-disciplinary EY team reviewing ODOT’s management of cash and working capital. o Performance Based O&M Contracting: Supported ODOT in analyzing alternative contracting approaches for highway maintenance. • Nassau Interim Finance Authority (NIFA): Assisted NIFA, which assumed interim emergency control of the finances of Nassau County, New York in reviewing costs and potential efficiencies within the county budget.
Professional experience summary Gaurav Malhotra is a Principal at Ernst & Young US, LLP and the leader of EY’s US Restructuring Practice. He is also the State and Local Government Sector Leader for EY’s Transaction Advisory Services service line. He has more than 16 years of financial and operational advisory experience and has served numerous state and local governments.
Select engagement experience • Lead partner for EY representing the City of Detroit as its financial restructuring advisor. • Testified as an expert witness several times in bankruptcy court on a variety of issues pertinent to the City’s restructuring plan predominantly focused on cash flows, 10/40 year financial projections, labor settlements, legacy retiree obligations, financing transactions etc. He was involved in assisting the City evaluate alternate pension restructuring scenarios that included Gaurav Malhotra investment return assumptions, benefit modifications, alternate sources of funding, plan Principal structure, restoration assumptions etc. US Restructuring Leader • Lead partner for EY representing Detroit Public Schools in its ongoing restructuring efforts including cash flow forecasting, education strategy, labor related initiatives, facility Contact Information rationalization and long term forecasting. 155 N Upper Wacker Dr • Represented a large transportation client in the evaluation of its labor and benefits costs over Chicago, IL 60606 the next ten years. Currently evaluating the impact of alternate restructuring scenarios that will impact pension obligations for the next 10 years. Office: +1 312 879 4020 Email: [email protected] • Involved in undertaking the financial assessment of a city in Florida that included a multi- billion dollar pension funding shortfall that was addressed through legislation for new funding Education sources. MBA – Finance and Business Policy – • Involved in reviewing the long term financial profile of a county in Michigan with significant Case Western Reserve University underfunded pension and retiree healthcare obligations. These retiree obligations have been restructured on a consensual basis. University of Delhi
Certifications Chartered Financial Analyst
Member of the Turnaround Management Association and the Association of Insolvency and Restructuring Advisors
Professional experience summary Mike Parker is EY’s US Infrastructure Advisory Leader. He also oversees the activities of Ernst & Young Infrastructure Advisors, LLC (EYIA), an affiliate of Ernst & Young LLP, serving as Senior Managing Director. He advises clients on finance, procurement, business strategy, policy and public-private partnerships (PPP). Mike has more than 15 years of experience and is a recognized authority on the growing US PPP market. He has worked with public-sector clients on tens of billions of dollars of new and potential infrastructure. He has taught workshops, written articles and served as a speaker at numerous transportation, infrastructure and financial forums. Mike previously served as Managing Director of Jeffrey A. Parker & Associates Inc. (JPA), a leading financial advisory firm in the US focused on infrastructure and was selected then as one of Mass Transit magazine’s “40 Under 40,” Michael Parker Principal and US Infrastructure Advisory Select engagement experience Leader • Texas Department of Transportation (TxDOT) — On-call Financial Advisor for "Non-Traditional" Senior Managing Director, projects: Principal-in-charge for on-call financial advisory services to TxDOT. Ernst & Young Infrastructure Advisors, LLC • Florida Department of Transportation (FDOT): Financial advisor on the budgeting, financing, procurement, and implementation of various FDOT projects. Contact information • The Port Authority of New York & New Jersey (PANYNJ) — Capital Program: Principal-in-Charge for One Commerce Square 2005 Market Street EYIA's role as primary financial and business advisor to PANYNJ on its $30B+ capital program. Suite 700 Philadelphia, PA 19103 • The Port Authority of New York & New Jersey (PANYNJ) — Goethals Bridge Replacement Project: Principal-in-Charge of EYIA's advisory work for the PANYNJ in advancing the agency's first PPP Mobile: +1 215 501 7761 procurement of the $1.5 billion project to replace the existing 83-year-old Goethals Bridge in New Office: +1 215 448 3391 York. Email: [email protected] • New York State Department of Transportation (NYSDOT) — Tappan Zee Bridge Replacement: Senior Education resource advising on the financial plan and federal loan for this $4 billion replacement of a three- MBA — mile long bridge. Finance and Management — University of Pennsylvania, Wharton School • Georgia Department of Transportation (GDOT) / Georgia State Financing and Investment Commission (GSFIC) — Alternative project Delivery Advisory: Serves as Principal-in-Charge of BA — EYIA's work advising on the financial plans and delivery strategy for $10+ billion in highway English — University of Pennsylvania improvements in the Atlanta region and on alternative project delivery projects, including the I- 285/SH 400 and the potential Multi Modal Passenger Terminal.
• Ohio Department of Transportation (ODOT) — PPP Advisory: Principal-in-Charge of EYIA's work advising ODOT in the establishment of its PPP program and the advancement of major initiatives and projects. Programmatic work has included assisting in the development guidelines for selecting project delivery methods, financial policies, strategies for addressing appropriation risk, and approaches to the procurement of potential projects. • Illinois Department of Transportation (IDOT) — Strategic & Financial Planning Assistance for Alternative Contracting Methods: Principal-in-Charge, leading a multidisciplinary team of legal and technical experts assisting IDOT with strategic and financial planning support for a new alternative contracting program. Assisted IDOT at both the policy and project level.
Professional experience summary Jackie is a leader in EY’s People Advisory Services practice with more than 18 years of experience in Systems and Performance Improvement. Jackie partners with global and national organizations to ensure that the delivery of their Technology Deployments is aligned with their organizational strategy. She provides a long term perspective in developing service delivery and technology roadmaps while also directing immediate implementation and process improvements projects. She has done this with clients leveraging leading technologies including SAP, Workday, Oracle/PeopleSoft and a myriad of point solutions. Jackie has guided multiple global organizations with the alignment of strategic service delivery with business goals. She has also lead technology enablement initiative and integrations as a result of organizational change. Jackie Taylor Jackie’s focus areas include: Executive Director People Advisory Services ► Process Optimization and Technology Enablement across Business functions ► Global System Implementation and Technology Transformation strategy Contact Information ► Functional Service Delivery/Shared Services 5 Times Square ► Global Stakeholder Alignment/Work Councils New York, NY 10036 ► Data Analytics for effective business strategy execution Office: +1 212 773 7336 Jackie joined EY from a Fortune 500 Apparel company where she was the Head of Global HR Systems with Mobile: +1 732 668 3333 the Organizational Development groups spanning EMEA, APAC, LATAM and the Americas. Email: [email protected] Prior to that she served as Managing Director of a global HRIS SaaS software provider where she consulted for organizations in a variety of industries including Financial Services, Healthcare, Education Manufacturing and Media. Her cross-industry experience extends to her leadership within organizations BS – Organizational Management – such as ACS-State & Local Solutions (currently Xerox-overseeing their NJ State Workforce Contracts). Mercy College, Dobbs Ferry NY
Certified Senior Professional in HR (SPHR)
Caroline Sallee is a Senior Manager with EY’s Quantitative Economics & Statistics group. Caroline manages projects related to state and local tax policy, public finance, and regional economics. In this role, Caroline works with public and private sector clients including municipalities, school districts, business coalitions, trade associations, publicly-traded companies, and privately-held businesses.
Caroline has over 12 years of experience estimating economic and fiscal impacts for public and private sector clients. She possesses deep knowledge of IMPLAN and RIMS-II economic multiplier models. Caroline is an author of the most recent EY analysis of business tax burdens by state for the Council On State Taxation.
Sample recent projects include:
Development Authority of Fulton County, Georgia – Estimated the job, income, sales, and tax revenue impacts of development projects that received property tax abatements from the Caroline Sallee county Senior Manager Quantitative Economics and Statistics City of Detroit, MI – Completed tax revenue forecasts for the City of Detroit’s bankruptcy Plan Ernst & Young LLP of Adjustment and was a testifying expert on the city’s property taxes and state revenue sharing payments Contact information 560 Mission Street Cincinnati Public Schools – Completed a 5-year revenue forecast and modeled the effects of San Francisco, CA 94105 potential new tax levies and changes to the state aid formula Office: +1 415 984 7418 Email: [email protected] Connecticut Department of Community and Economic Development – Assisted with an application for the Investment in Manufacturing Communities Partnership (IMCP) by Education performing an economic analysis of the targeted industry and performed a cost-benefit MPP — University of Michigan analysis of eight workforce development strategies
BA in economics and history — Before joining EY, Caroline was the Director of Public Policy and Economic Analysis at Anderson Augustana College Economic Group (AEG). In her role as director, she managed projects involving economic and fiscal impact modeling, tax policy and incentives, and cost-benefit analyses for trade associations, universities, state governments, and companies. While at AEG, Caroline managed a two-year project estimating the impacts of various proposed tax changes on the State of Michigan. She also led a project that evaluated the effectiveness of Kentucky’s state tax incentives for the Kentucky Legislature.
Caroline holds a Master of Public Policy degree from the Gerald R. Ford School of Public Policy at the University of Michigan and a B.A. in economics and history from Augustana College.
Professional experience summary James Wise is a Senior Associate with Ernst & Young Infrastructure Advisors, LLC (EYIA), an affiliate of Ernst & Young LLP and part of its US infrastructure advisory group. His work at EYIA has dealt with developing financial projections for public clients. James has managed financial, engineering and environmental work and consulted clients in the public and private sector on issues surrounding investment and operations. He has previously advised public entities and private sector clients on project feasibility and financial performance.
Select engagement experience
• Port Authority of New York and New Jersey (PANYNJ) – Port Master Planning: Part of the team advising the Port Commerce Department on its long-term master plan and financial James Wise projections. Analyzing financial performance of existing facilities and developing models of Vice President future alternative uses in the mid- long-term for PANYNJ’s maritime assets. Ernst & Young Infrastructure Advisors, LLC • Massachusetts Bay Transportation Authority (MBTA) – Rail Bridge Design-Build Procurement: Supported the MBTA in its procurement of a design-build contract for rail bridge replacements. Contact Information Provided financial evaluation support. 1101 New York Ave. NW • Fargo-Moorhead Metro Flood Diversion Authority - Flood Diversion Channel P3: Part of a team Washington, DC 20005 advising the Authority on the structuring and procurement of an availability payment DBFOM for the region’s landmark flood diversion channel project. Developing 30 year financial Mobile: +1 202 316 9593 projections, based on underlying sales tax revenues and property tax credit enhancement. Office: +1 202 327 6422 Texas Department of Transportation (TxDOT) – Tolling Services: Part of team advising TxDOT on Email: [email protected] • the management and negotiation of Tolling Services Agreements in their toll road concessions. Texas Department of Transportation (TxDOT) – Midtown Express: Part of team advising TxDOT Education • on its pursuit of a TIFIA loan for the Midtown Express managed lanes project. Developed long MA — term financial projections model to support federal loan application and credit rating process. International Economics — Johns Hopkins University • Texas Department of Transportation (TxDOT) – LBJ East: Part of team advising TxDOT on the procurement of new highway project. Developed long term financial projection model to BA — support potential federal loan application. Economics — Wake Forest University • Philadelphia Regional Port Authority (PRPA) – Southport Marine Terminal Complex: Part of team that advised PRPA on the development of approximately 200 acres of land into port, intermodal, energy or other potential projects at the Southport Marine Terminal Complex located on the Delaware River. • Greater Washington Partnership – Infrastructure Report: Part of the team developing analysis of trends in regional infrastructure development, maintenance and utilization.
Jeff is the America’s Payroll Advisory Leader and Houston office leader of the Human Resource Performance Improvement function of Ernst & Young’s Human Capital practice. Jeff’s areas of expertise include global payroll and human resource transformation, service delivery, and sourcing solutions.
Background Jeff’s current focus is on global payroll transformation, operational effectiveness, cost optimization, and strategic sourcing. The following are examples of recent projects: • Payroll and Human Resource Transformation - Executing a major redesign of HR and Payroll organizations resulting in the integration of business unit HR and Payroll Jeffrey J. Brown operations, significant cost reduction and efficiency improvement for a $10 billion America’s Payroll Advisory Leader organization. Jeff concentrated his efforts in project management, organizational Ernst & Young LLP design, process and technology reengineering, service levels and metric development, communications and change management, business case design, Contact Information benchmarking and operational improvement. Houston, TX • Operational Effectiveness – Transformed a Payroll function enabled by SAP and Mobile: +1 214 577 4425 improved operational effectiveness, risk mitigation and compliance within the Office: +1 713 750 5123 Payroll area. The approach comprised of process redesign, policy development, Email: [email protected] buildout of analytics, organizational design, technology optimization, data purifications that led to successful outcomes that included an 80% improvement in internal customer satisfaction and reduction in the payroll budget. • Outsourcing Evaluation – Assisting an organization with evaluating their payroll service delivery model and managing an outsourcing vendor search and selection. This included identifying, evaluating, and recommending an outsourcing provider by a process that included developing the RFP and the evaluation criteria and evaluating the potential providers. This evaluation included provider capabilities such as call center customer service, self-service website, gross to net calculations, participant communications, technology, etc. Once the vendor was selected, Jeff provided guidance on contract negotiations that resulted in over $10 million savings over their current contract. • Cost Optimization - Managing a redesign of Payroll in a financial services organization that included building a business case for numerous payroll service delivery models resulting in significant cost reduction, process efficiency and increased satisfaction with Payroll services. This included conducting a current state assessment, financial analysis, benchmarking, and solution development.
A member of Ernst & Young Global Limited
APPENDIX 3
APPENDIX 3 Supporting Materials for
PRIOR EXPERIENCE
The Woodlands Township should seek a strong, credible consulting team, capable of bringing forth a final product that will withstand scrutiny from the standpoints of managerial excellence, professional credibility and viability of implementation. To meet those high standards, Sam Houston State University has assembled a multi‐disciplined, comprehensive and balanced evaluation team with a rich background in police administration, management, and research in major jurisdictions. The key features of our qualifications for the project are as follows:
A team with a rich background in all elements of police administration, management, and research in major jurisdictions. The team includes Dr. Larry Hoover (Team Leader), Professor Emeritus Jerry Dowling, Dr. William Wells, Dr. Ling Ren, Dr. William King, and Dr. Timothy N. Oettmeier. The principal researchers are all from the state of Texas and understand the exigencies of police administration and management in the state. At the same time we have balanced the team with individuals at the cutting edge of police management and strategy at the national level. This team does not read the books and journals on modern police management, we write them. The books on police management and operations completed by the Project Team include Police Management: Issues and Perspectives (Hoover), Quantifying Quality in Policing (Hoover), Police Program Evaluation (Hoover), Enduring, Surviving, and Thriving As A Law Enforcement Executive (Dowling & Hoover), Criminal Procedure (Dowling), Criminal Investigation (Dowling), Police Crime Control Strategies (Hoover). The project team has also authored countless journal articles and book chapters on police administration and management, police operations, and police program evaluation in the prominent criminal justice and police journals. The project team has extensive experience conducting research and providing training and technical assistance in prominent police agencies throughout Texas, nationally, and internationally. As reviewed in greater detail in the individual résumés, members of the team have conducted comprehensive management studies, large‐scale police research projects, and numerous other research and managerial projects in law enforcement. As such, we have a unique understanding of the complexities and nuances involved in conducting research within a large police department. The team doesn’t just practice research, statistical methodologies, evaluation, and administration ‐ we teach these subjects to police managers throughout the world. We are bidding under the auspices of Sam Houston State University. SHSU has successfully completed numerous large and smaller scale innovative police initiatives, research studies, and consultant work. At the same time, the Team members bidding under the auspices of SHSU are not associates of a large consulting firm. Thus, The Woodlands Township can be assured that these are the individuals who will complete the work, not a second team sent in after the contract is secured. The project team is not simply a hastily or casually assembled conglomeration of police academics. All the members of the team have extensive histories of working together on numerous research and teaching activities. We have all worked together previously and the demonstrated quality of these group endeavors is evidenced in the numerous collaborative books, journal articles, research evaluation studies, and training programs.
Qualifications of Sam Houston State University
Sam Houston State University (SHSU) is classified as a “Doctoral Research University” by the Carnegie Commission on Higher Education, placing SHSU in the top seven percent of all U.S. colleges and universities. The University enrolls over 20,000 students and offers degrees in more than 80 undergraduate programs, more than 50 master’s programs, and six doctoral programs. SHSU has been recognized by the Princeton Review as one of the “Best in the West” universities, and the Carnegie Commission on Higher Education classifies SHSU as one of only 311 “Community Engaged” universities.
The George J. Beto Criminal Justice Center at SHSU is a building of almost 141,000 square feet that houses the College of Criminal Justice and a range of criminal justice research and training institutes. The College of Criminal Justice employs more than 40 tenure track professors in forensic science, security studies, criminology, and criminal justice. The College also enrolls approximately 3,200 undergraduate CJ majors, 271 master’s degree students, and 44 Ph.D. candidates. The College is home to one of the oldest doctoral programs in criminal justice in the U.S., founded in 1971. The Criminal Justice Center is also home to training centers including the Bill Blackwood Law Enforcement Management Institute of Texas (LEMIT), the Correctional Management Institute of Texas (CMIT), and the Crime Victims Institute (CVI). Collectively, the College and CJ Center secured and managed more than $3.32 million in research and assistance grants during 2016‐2017.
PERSONNEL DETAIL
The following synopsis of the qualifications of each member of the law enforcement team is focused upon credentials relevant to the project:
Dr. Larry T. Hoover is a Distinguished Professor in the College of Criminal Justice at Sam Houston State University having served on the faculty since 1977. He received his Ph.D. from Michigan State University, is a past president of the Academy of Criminal Justice Sciences, and is director of SHSU’s Police Research Center. He currently directs the CRIMES information technology project at SHSU. A former police officer in Lansing, Michigan and training coordinator with the Michigan Law Enforcement Officer’s Training Council, he also served on the faculty at Michigan State University. He is editor of the anthologies Police Management: Issues and Perspectives, Quantifying Quality in Policing, and Police Program Evaluation, all published by the Police Executive Research Forum, co‐author of Improving Police Response to Persons with Mental Illness, Charles C. Thomas Publishing, co‐author of Enduring, Surviving, and Thriving as a Law Enforcement Executive, Charles C. Thomas Publishing, and author of Police Crime Control Strategies, Cengage Publishing.
Dr. William Wells is a Professor in the Department of Criminal Justice and Criminology at Sam Houston State University and is Research Director for LEMIT. Dr. Wells has provided technical assistance to police agencies and has conducted research in collaboration with police agencies for over 20 years. Between 2011 and 2015 he was the lead research partner on a National Institute of Justice‐funded action research project that responded to the problem of unanalyzed sex assault kits in Houston. During this same time period, he collaborated with the Houston Police Department on an experiment that tested different methods of administering photo spreads and lineups to robbery witnesses. The experiment received the Gold Award for Excellence in Law Enforcement Research from the International Association of Chiefs of Police. Both projects led to policy and procedural reforms in HPD. His international experience includes serving as a consultant to the Trinidad and Tobago Police Service from 2007 to 2010, studying
human trafficking in the Philippines, and teaching at the Thai National Police Academy and the Zhejiang Police College in China.
Jerry L. Dowling, Professor Emeritus, brings to this project the Juris Doctorate degree, and thus an invaluable understanding of administrative law and legal precedent. His background includes several years as an FBI agent, which included a wide array of investigation responsibilities. He has published a book on criminal investigation, Criminal Investigation by Harcourt‐Brace. The editor for over twenty years of Police Labor Monthly and Fire Service Labor Monthly, he also possesses important insight on personnel issues. A faculty member for over forty years at Sam Houston State University, Professor Dowling also has taught in the LEMIT. He has directed several major evaluation studies, including three different statewide job task analyses for the Texas Commission on Law Enforcement. He is co‐author of Enduring, Surviving, and Thriving as a Law Enforcement Executive, Charles C. Thomas Publishing, and author of Texas Criminal Law, Pearson Publishing.
Dr. William King received his Ph.D. in Criminal Justice from the University of Cincinnati in 1998. He serves as a Professor, and Associate Dean of Research for the College of Criminal Justice at SHSU. His research focuses on improving the effectiveness and efficiency of police agencies, and between 2005 and 2009 he worked extensively on reforming the national police in the Caribbean nation of Trinidad and Tobago. He has also studied and written about the life course of police organizations, including the process of creating new police agencies. This view of policing, called a life course perspective, helps us understand the impediments and facilitators to the creation of a new agency, and the challenges faced during the first years of an agency’s life. He has published more than 35 refereed articles and secured more than $1 million in externally funded research grants.
Dr. Ling Ren is an Associate Professor in the Department of Criminal Justice and Criminology at SHSU. Dr. Ren’s research interests include police‐citizen relations, strategic planning in policing, civic engagement in crime prevention, and police effectiveness in crime/disorder control. Dr. Ren was instrumental in designing and carrying out the 3‐waves of citizen satisfaction surveys funded by the Houston Police Department between 2010 and 2014. She participated in a national study of strategic planning in law enforcement agencies sponsored by the Office of Community Oriented Policing Services from 2005 to 2006. She has worked with various police agencies for providing research assistance and evaluations. Her recent research endeavor, in collaboration with the Montgomery County District Attorney’s Office, involves formulating and assessing law enforcement responses to prescription opioid abuse. She has published nearly 40 peer‐reviewed journal articles; her work has appeared in top policing journals such as Justice Quarterly, Police Quarterly, Police Practice & Research, and Policing: An International Journal of Police Strategies and Management.
Dr. Timothy N. Oettmeier served the public as a member of the Houston Police Department for over 42 years, retiring in 2016. Prior to retiring, he served as an Executive Assistant Chief of Police assigned to Investigative Operations which includes responsibility for managing and administering the affairs of the Special Investigations Command consisting of Auto Theft, Gang, Major Offenders, Narcotics, Vehicular Crimes, and Vice Divisions; the Criminal Investigations Command consisting of the Burglary and Theft, Homicide, Investigative First Responder, Juvenile, Robbery, and Special Victims Divisions; and the Technology Services Command. He was one of the department’s principle architects for developing and implementing community policing throughout the agency. He received his Ph.D. in 1982 majoring in Police Administration
from Sam Houston State University and received the Defensor Pacem Medal for outstanding contributions to the Criminal Justice Center in 2009. He has served as a Project Director or principle member of several national police research initiatives funded by the National Institute of Justice involving topics such as fear reduction, organizational change, criminal investigations, cultural diversity, measuring what matters, and training. In addition he has been a principle consultant in many police management projects throughout the country. Tim has been the recipient of the Police Executive Research Forum’s Gary P. Hayes Award in recognition of his outstanding initiative and commitment in furthering the improvement of the quality of police services nationally.
As members of the larger criminal justice community and recognized authorities in their own right, each member of the SHSU team has an affection for—and vested interest in—high quality, professional law enforcement in the state of Texas. The Woodlands Township, of course, has a well‐earned reputation for excellence and innovation already. The SHSU proposal, therefore, will prove instrumental in moving beyond “excellence” to “distinction.” Finally, since each member of the SHSU team is an active criminal justice professional in the State of Texas, each will be remaining on hand and readily accessible at the conclusion of this project.
VITA
LARRY T. HOOVER, PH.D.
College of Criminal Justice Criminal Justice Center Sam Houston State University Huntsville, Texas 77341-2296 (936) 294-1636 fax (936) 294-1684 [email protected]
EDUCATION
Doctor of Philosophy, Department of Administration and Higher Education, Michigan State University, 1974. Master of Science, School of Criminal Justice, Michigan State University, 1971. Bachelor of Science, School of Criminal Justice, Michigan State University, 1967.
AWARDS AND HONORS
Distinguished Professor. Sam Houston State University 2016. Wall of Fame. Michigan State University’s School of Criminal Justice, inducted 2005. Founders Award. Academy of Criminal Justice Sciences, 2003. Excellence in Research Award. Sam Houston State University, 2002. O.W. Wilson Award. Police Section, Academy of Criminal Justice Sciences, 2000. President. Academy of Criminal Justice Sciences, 1982-1983.
PROFESSIONAL EXPERIENCE
College of Criminal Justice, Sam Houston State University. 1977-Present; Distinguished Professor, 2016-present; Director of Police Research Center, 1993-present; Professor 1983-2016; Associate Professor, 1977-1982; Assistant Director for Research and Development, 1979-1982, 1983-1984.
Justex Systems, President and Co-principal, a labor relations consulting firm specializing in police organizations, 1980-present.
Justex Systems possesses several consulting contracts with management and labor organizations, conducts police agency operations analysis, and markets the public safety promotional examination system “Profile”. Promotional examinations have been developed for over forty agencies, several involving assessment centers. The firm published from 1980 to 2005 the newsletters Police Labor Monthly and Fire Service Labor Monthly.
School of Criminal Justice, Michigan State University, 1972-1977. Academic rank of Instructor to 1974, Assistant Professor from 1974-1977.
Michigan Commission on Law Enforcement Standards, 1971-1972, Training Coordinator.
Assignments and responsibilities included: (1) development of curriculum content of both basic and advanced police training programs; (2) preparation of applications for federal funding of operations; (3) review and evaluation for federal funding of operations; (4) review and evaluation of applications for federal funding of training programs for local jurisdictions in Michigan.
Lansing, Michigan, Police Department, 1967-1971, Patrol Officer.
Assignments and responsibilities included; (1) general uniformed patrol; (2) instructor in the police academy; (3) assignment to police-community relations unit; (4) coordinating in-service training; (5) employment screening of personnel.
PUBLICATIONS: BOOKS
Police Crime Control Strategies, ©2014, sole author. Fifteen chapter manuscript. Includes chapters on the police effect on crime, geographic / offense / offender targeting strategies, and staffing / deployment for crime control. Delmar/Cengage Publishing. Improving Police Response to Persons with Mental Illness, 2007, anthology co-editor with Thomas J. Jurkanin and Vladimir Sergevnin; chapter author “Atypical Situations – Atypical Responses,” Charles C. Thomas Publishing. Contributors include Lewis Bender, Elizabeth Biebel, Gary Cordner, Thomas Jurkanin, Karen Kalmbach, Philip Lyons, Melissa Reuland, Michelle Richter, Leonard Peck, Vladimir Sergevnin. Enduring, Surviving, and Thriving as a Police Executive, 2001, Charles C. Thomas Publishers, with Thomas Jurkanin, Jerry L. Dowling and Janice Ahmad. Police Program Evaluation, 1998, anthology editor and chapter author “Rationale for Police Program Evaluation,” Police Executive Research Forum. Contributors include David Carter, Gary Cordner, John Eck, Clifford Karchmer, Dennis Kenney, Stephen Mastrofski, Allen Sapp, and Robert Worden. Quantifying Quality in Policing,1996, anthology editor and chapter author “Translating TQM from the Private Sector to Policing,” Police Executive Research Forum,. Contributors include David Bayley, Dorothy Bracey, David Carter, Gary Cordner, John Eck, George Kelling, Dennis Kenney, Stephen Mastrofski, Darrel Stephens, and Robert Worden. Police Management: Issues & Perspectives, 1992, anthology editor and chapter author “Police Mission: An Era of Debate,” Police Executive Research Forum. Contributors include Chris Braiden, David Carter, Gary Cordner, George Kelling, Dennis Kenney, Dennis Longmire, Peter Manning, Timothy Oettmeier, Allen Sapp, Gary Sykes, Mittie Southerland, Darrel Stephens, and Victor Strecher.
PUBLICATIONS: PERIODICALS AND CHAPTERS
Over 100 professional journal publications.
RESEARCH AND PROGRAM DEVELOPMENT
Criminal Research Information Management Evaluation System (CRIMES). Project Director. CRIMES is a comprehensive records management system for probation and police agencies. National Institute of Justice funding supported the integration of emergent technology components and demonstration of the system as an interoperability standard. The Bureau of Justice Assistance supported additional development, $300,000. Annual operating budget exceeds $1,500,000. 1995 – present. Geographic Information System Effects Upon Policing Efficacy, Project Director. Contract with UK National Policing Improvement Agency via George Mason University (USA Administering Agency). With Yan Zhang and Jihong Zhao. Campbell Collaborative Review. $50,000, 2009-2010.
Over 20 similar research and development endeavors.
WILLIAM WELLS, PH.D.
CURRICULUM VITA
Professor Department of Criminal Justice and Criminology Sam Houston State University 936-294-4817 936-294-1653 (fax) [email protected]
Education
1999 Ph.D. in Criminal Justice, University of Nebraska at Omaha. 1995 M.A. in Criminal Justice, Indiana University, Bloomington. 1993 B.A. with Honors in Psychology, Ohio University, Athens.
Employment
2013 – current Professor, Department of Criminal Justice and Criminology, Sam Houston State University 2016 – current: Chair, Department of Criminal Justice and Criminology 2013 – current: Program Coordinator, Texas Major Cities Police Chief Leadership Series, Law Enforcement Management Institute of Texas 2010 – current: Director of Research and Development, Law Enforcement Management Institute of Texas 2007 – 2013 Associate Professor, College of Criminal Justice, Sam Houston State University 1999 – 2006 Center for the Study of Crime, Delinquency, and Corrections, Southern Illinois University Carbondale • 2005 – 2006: Tenured, Associate Professor • 1999 – 2005: Assistant Professor • 2006: Interim Center Director • 2004 – 2006: Graduate Program Director
1995 – 1999 Department of Criminal Justice, University of Nebraska at Omaha • 1996 – 1999: Graduate Research Assistant, Patterns of Violence: An Analysis of Individual Offenders, Julie Horney Principal Investigator. • 1995 – 1997: Graduate Research Assistant, An Evaluation of the Lincoln Police Department’s Quality Service Audit, Julie Horney Principal Investigator.
1995 Research Analyst, Statistical Analysis Center, Illinois Criminal Justice Information Authority.
1993 – 1995 Associate Instructor, Department of Criminal Justice, Indiana University.
Refereed Publications
Over 50 professional journal publications.
Grants and Contracts
2016 - current Co-Principal Investigator, Research and Evaluation of Houston Police Department’s Response to Sexual Assault and Domestic Violence Survivors, Office of Violence Against Women, Cortney Franklin, Principal Investigator, and Leana Bouffard, Co-Principal Investigator, $ 393,049.
2011 - 2015 Lead Research Partner, Action Research to Enhance Investigations and Prosecutions of Sexual Assaults in Houston: Improving the Analysis and use of Forensic Evidence, National Institute of Justice, Houston Police Department sub-contract, $ 394,100.
2012 – 2014 Principal Investigator, Houston Police Department Eyewitness Identification Experiment, Houston Police Department sub-contract, $ 14,103.
2014 Recipient of the 2014 Gold Award for Excellence in Law Enforcement Research from the International Association of Chiefs of Police
2011 – 2013 Co-Principal Investigator, Opening the Black Box of NIBIN: A Process and Outcome Evaluation of the Use of NIBIN and its Effects on Criminal Investigations, National Institute of Justice, William King, Principal Investigator, $ 341,807.
2007 - 2008 Sub-Contractor, Reducing Crime in Trinidad and Tobago: A Strategic Approach. George Mason University, Edward Maguire, Principal Investigator, $ 154,685.
2006 - 2008 Investigator, Center for Rural Violence and Justice Studies, Bureau of Justice Assistance. Joseph Schafer, Jennifer Dunn, and Rebecca Weston, Co-Principal Investigators, $ 98,723.
2000 - 2002 Co-Principal Investigator, An Analysis of Unexamined Issues in the Intimate Partner Homicide Decline: Race, Quality of Victim Services, Offender Accountability, and System Accountability, National Institute of Justice, Research and Evaluation on Violence Against Women. William DeLeon-Granados Co-Principal Investigator, $ 44,165.
1996 University Committee on Research, Spring Travel Grant, University of Nebraska at Omaha.
1996, 1995 University Committee on Research, Fall Travel Grant, University of Nebraska at Omaha.
Professional Consulting
2010 - current Reviewer, Crime Solutions Resource Center, Evidence Assessment of Justice Programs and Practices, Office of the Assistant Attorney General, Office of Justice Programs.
2002 - 2004 Lead Evaluator, Law Enforcement Related Emergency Care for the Mentally Ill, Department of Health and Human Services, Substance Abuse and Mental Health Services Administration, Community Action Grants for Service Systems Change, the National Alliance for the Mentally Ill - West Central Indiana.
1999 - 2004 Assistant Project Director, How Police Organizations Implement Community Policing, Office of Community Oriented Policing Services, Edward Maguire Principal Investigator.
2002 Evaluation Consultant, Initiative to Implement Assertive Community Treatment in Greater Lafayette, Indiana, Department of Health and Human Services, Substance Abuse and Mental Health Services Administration, Community Action Grants for Service Systems Change, the National Alliance for the Mentally Ill - West Central Indiana.
1999 Research Consultant, National Study of Police Innovation, Office of Community Oriented Policing Services, Edward Maguire Principal Investigator.
WILLIAM R. KING, PH.D. College of Criminal Justice, Sam Houston State University Box 2296, Huntsville, TX 77341-2296 Work: 936.294.1645 [email protected]
EDUCATION: 1998 Ph.D. Division of Criminal Justice, University of Cincinnati. Dissertation: “Innovativeness in American Municipal Police Organizations.” ISBN 0-599-02749-5
1993 M.S. Criminal Justice, University of Cincinnati
1992 B.S. Criminal Justice, University of Massachusetts at Lowell. Cum Laude. Minor in psychology.
PROFESSIONAL EXPERIENCE:
2012- Associate Dean of Research and Program Development, College of Criminal Justice, Sam Houston State University (August 2012).
2015- Professor, Sam Houston State University, College of Criminal Justice.
2009-2015 Associate Professor, Sam Houston State University, College of Criminal Justice (August 2009-August 2015).
1997-2009 Associate Professor with tenure, Bowling Green State University, Criminal Justice Program, (August 2003).
1992-1997 Research Associate, Center for Criminal Justice Research, University of Cincinnati, (September 1994 to August 1997). Collected, entered, and analyzed data, managed data bases, and wrote reports for the Community Corrections Partnership (CCP) project (1994 - 1996), the Evaluation of The Community Corrections Act in Ohio (1995 - 1996), the Evaluation of Community Policing Efforts (1995 - 1995), the Validation of the Hamilton County Juvenile Court Probation Risk Assessment Instrument (1995). Served as Field Placement Director (1993-1994), and GA (1992-1993).
REFEREED JOURNAL ARTICLES
2017 “Forensic Evidence and Criminal Investigations: The Impact of Ballistics Information on the Investigation of Violent Crime in Nine Cities.” William R. King, Bradley A. Campbell, Matthew C. Matusiak, and Charles M. Katz. Journal of Forensic Sciences, 62, 4: 874-880.
2017 “How Perceptions of the Institutional Environment Shape Organizational Priorities: Findings from a Survey of Police Chiefs.” Matusiak, Matthew C., William R. King, and Edward R. Maguire. Journal of Crime & Justice, 40, 1: 5-19.
2016 “Organizational Permeability to Environmental Conditions: Local Police Agency Assessments of Threats Posed by Disasters, Accidents, and Terrorism.” Brinser, Kadee,* and William R. King. Police Quarterly, 19, 4: 387-409.
2016 “Testing the Effects of People, Processes, and Technology on Ballistic Evidence Processing Productivity.” Maguire, Edward R., William R. King, Matthew C. Matusiak, and Bradley Campbell. Police Quarterly, 19, 2:199-215.
2015 “Impediments to the Effective Use of Ballistics Imaging Information in Criminal Investigations: Lessons from the Use of IBIS in a Developing Nation.” King, William and William Wells. Forensic Science Policy & Management, 6, 1-2: 47-57.
2015 “Potential Unintended Consequences of the Movement Toward Forensic Laboratory Independence.” Maguire, Edward R., William R. King, William H. Wells, and Charles M. Katz. Police Quarterly, 18, 3: 272-292.
2015 “The Determination of Victim Credibility by Adult and Juvenile Sexual Assault Investigators. Campbell, Bradley A,* Tasha A. Menaker, and William R. King. Journal of Criminal Justice. 43: 29-39.
2014 “Organizational Failure and the Disbanding of Local Police Agencies.” William R. King. Crime & Delinquency, 60, 5: 667-692.
2014 “The Legacy of LEMAS: Effects on Police Scholarship of a Federally Administered, Multi-wave Establishment Survey.” Matusiak, Matthew C., Bradley Campbell,* and William R. King. Policing: An International Journal of Police Strategies & Management, 37, 3: 630-648.
Over 50 additional journal publications prior to 2014; 15 book chapters and monographs
BOOKS: 2016 Criminal Justice: The Essentials, 4th Ed. Steven P. Lab, Marian Williams, Jefferson Holcomb, Melissa Burek, William King, and Michael Buerger. Oxford University Press.
2003 Explaining Criminal Justice. Steven P. Lab, Marian Williams, Jefferson Holcomb, William King, and Michael Buerger. Roxbury Publishing.
GRANTS AWARDED:
2012-2014 King, William R. “Use of Civilian Police Employees to Deliver Police Services.” Awarded by DOJ/COPS via sub-contract with Michigan State University ($18,214).
2011-2013 King, William R., William Wells, Charles Katz, Edward Maguire, and James Frank. “Opening the Black Box of NIBIN: A Process and Outcome Evaluation of the Use of NIBIN and its Effects on Criminal Investigations.” Awarded by the National Institute of Justice ($341,807).
2011-2014 Wells, William and William R. King. “Action Research to Enhance Investigations and Prosecutions of Sexual Assaults in Houston: Improving the Analysis and use of Forensic Evidence.” Awarded by the National Institute of Justice, via sub-contract from the Houston Police Department, ($394,100).
2010-2011 King, William R., Vincent Webb, and Larry Hoover. “National Police Research Platform Project. Subcontract awarded to SHSU by Northeastern University ($69,427).
CURRICULUM VITA
Ling Ren, Ph.D.
Department of Criminal Justice & Criminology College of Criminal Justice Sam Houston State University Huntsville, TX 77341-2296 936-294-4793 [email protected] ______
EDUCATION
2006 Ph.D. in Criminal Justice, University of Nebraska at Omaha
2000 M. S. in Criminalistics, Institute of Forensic Science & Chinese People’s Public Security University, Beijing, China
1997 B. A. in Police Administration, Chinese People’s Public Security University, Beijing, China
ACADEMIC APPOINTMENTS
2012-present Associate Professor (with tenure), Department of Criminal Justice and Criminology, College of Criminal Justice, Sam Houston State University
2008-2012 Assistant Professor (tenure-track), Department of Criminal Justice and Criminology, College of Criminal Justice, Sam Houston State University
2006-2008 Assistant Professor (tenure-track), Department of Criminal Justice Sciences, Illinois State University
2005-2006 Instructor, Department of Criminal Justice, University of Nebraska at Omaha
2000-2002 Lecturer, Department of Criminal Investigation, Chinese People’s Public Security University, Beijing, China
GRANTS
2017, Principle Investigator, Combating prescription drug abuse and the use of the Prescription Monitoring Program (PMP) data. Funded by the Montgomery County District Attorney’s Office, Texas, $6,500.
2014-2015, Co-Principal Investigator, Houston Police Department Community Survey. Funded by the Houston Police Department, Jihong Zhao, Principal Investigator, $57,387.
2012-2013, Co-Principal Investigator, Williamson County DWI/Drug Court Evaluation. Funded by the Texas Department of Criminal Justice, Community Justice Assistance Division, Jihong Zhao, Principal Investigator, $71,569.
2007, Sub-Contractor, A Multi-City Assessment of Juvenile Delinquency in the U.S.: A Continuation & Expansion of the International Self-Report Delinquency Study (ISRD), National Institute of Justice, Ni He, Principal Investigator and Ineke Haen Marshall, Co-Principal Investigator, $252,698.
HONORS, AWARDS & NOMINATIONS
Visiting Scholar Grant awarded by Taiwan Ministry of Technology and Science (MOST 104-2912-I-015-501), 2015.
University Research Grant awarded by the College of Applied Science & Technology, Illinois State University, 2007.
Research Award of Publications Incentive Program from the College of Applied Science & Technology, Illinois State University, 2006.
Research Award from the University Committee on Research, University of Nebraska-Omaha, 2006.
Rhoden Presidential Graduate Fellowship, University of Nebraska, 2004-2005 academic year.
RECENT PUBLICATIONS
Ling Ren, Jihong Zhao, & Ni He. (Forthcoming). Broken Windows Theory and citizen engagement in crime prevention. Justice Quarterly (published at OnlineFirst in September 2017).
Ni He, Ling Ren, Jihong Zhao, & Matthew A. Bills*. (Forthcoming). Public attitudes toward the police: Findings from a dual-frame telephone survey. International Journal of Offender Therapy & Comparative Criminology (published at OnlineFirst in February 2017).
Hongwei Zhang, Jihong Zhao, Ling Ren, & Ruohui Zhao. (2017). Subculture, gang involvement, and delinquency: A study of incarcerated youth in China. Justice Quarterly, 34(6), 952-977.
Yung-Lien Lai*, Ling Ren, & Richard Greenleaf. (2017). Residence-based fear of crime: An application of routine activities theory. International Journal of Offender Therapy & Comparative Criminology, 61, 1011-1037.
Fei Luo*, Ling Ren, & Jihong Zhao. (2017). The effect of micro-level disorder incidents on public attitudes toward the police. Policing: An International Journal of Police Strategies & Management. 40(2), 395-409.
Ling Ren, Ni He, Hongwei Zhang, & Ruohui Zhao. (2017). Self-control, risky lifestyles, and victimization: A study with a sample of Chinese school youth. Criminal Justice & Behavior, 44(5), 695-716.
Hongwei Zhang, Ruohui Zhao, Jihong Zhao, & Ling Ren. (2016). Child sexual abuse, psychological distress and delinquency among incarcerated juveniles in China. Crime, Law, & Social Change, 66, 447-464.
Fei Luo*, Ling Ren, & Jihong Zhao. (2016). Location-based fear of crime in Houston, Texas. Criminal Justice Review, 41(1), 75-97.
Ling Ren, Jihong Zhao, Ni He, & Ineke Haen Marshall, Ruohui Zhao, Hongwei Zhang, & Cheng Jin. (2016). Testing for measurement invariance of attachment across Chinese and American adolescent samples. International Journal of Offender Therapy & Comparative Criminology, 60(8), 964-991.
Yudu Li*, Ling Ren, & Fei Luo*. (2016). Is bad stronger than good? The impact of police-citizen encounters on public satisfaction with police. Policing: An International Journal of Police Strategies & Management, 39, 109-126.
Larry Hoover, William Wells, Yan Zhang, Ling Ren, & Jihong Zhao. (2016). Houston enhanced action patrol: Examining the effects of differential deployment lengths with a switched replication design. Justice Quarterly, 33, 538-563.
Ling Ren, Hongwei Zhang, Jihong Zhao, & Ruohui Zhao. (2016). Delinquent subculture and juvenile offenders’ attitudes toward the police in China. Police Quarterly, 19, 87-110.
Over 100 journal publications prior to 2016; Over 50 book chapters, research reports, etc.
CURRICULUM VITA of Jerry Ladd Dowling, J.D.
EDUCATION:
Doctor of Jurisprudence, College of Law, The University of Tennessee, 1968. Bachelor of Science, Major: History, Minor: Political Science, The University of Tennessee, 1967.
PROFESSIONAL EXPERIENCE:
Criminal Justice Center, Sam Houston State University, Professor Emeritus, 2014 to present; Professor, 1981 to 2014; Associate Professor, 1974 -1981; Assistant Professor, 1972 -1974.
Criminal Justice Center, Sam Houston State University, Assistant Director for Professional Programs, 1980 - 1984.
Federal Bureau of Investigation, U.S. Department of Justice, Special Agent, 1969 - 1972.
Duties included working a variety of general investigative matters such as bombings, extortion, fugitive apprehension, and domestic intelligence matters. Assigned to Dallas and Los Angeles field offices.
PROFESSIONAL CERTIFICATES:
Admitted to the practice of law, State of Tennessee, 1969 - present (inactive status).
BOOKS AND ARTICLES:
Author, Texas Criminal Law: Principles and Practices (2nd Edition), Prentice-Hall, Englewood Cliffs, NJ, 2016.
Editor, The Lone Star – Penal Code and Ready Reference for Peace Officers, Justex Systems, Huntsville, TX, 2010.
Author, Texas Criminal Law: Principles and Practices, Prentice-Hall, Englewood Cliffs, NJ, 2009.
Author, Instructor’s Resource Guide for Texas Criminal Law: Principles and Practices, Prentice-Hall, Englewood Cliffs, NJ, 2009.
Co-author with Michael Bozeman, “Automobile Black Boxes: Is the Fourth Amendment a Crash Test Dummy?” Criminal Law Bulletin, February 2008.
Author, “Supreme Court Decisions,” entry in The Encyclopedia of Police Science, Third Edition, 2 vols., ed. Jack R. Greene. Routledge, New York, NY, 2007.
Co-editor with Lewis G. Bender, Thomas J. Jurkanin, and Vladimir A. Sergevnin, Critical Issues in Police Discipline, Charles C. Thomas Publisher, Springfield, IL, 2005.
Author, “Personnel Issues and Cases in Law Enforcement: The National Perspective,” chapter in Critical Issues in Police Discipline, Charles C. Thomas Publisher, Springfield, IL, 2005.
Author and editor, Police Labor Monthly, Justex Systems, Inc., Huntsville, TX, 1982 - 2005.
Author and editor, Fire Service Labor Monthly, Justex Systems, Inc., Huntsville, TX, 1987 - 2005.
Co-author with Larry T. Hoover and Gene G. Blair, “Police Executive Development in the 21st Century: A National Comparison of Law Enforcement Executive Development Programs.” Law Enforcement Executive Forum, November, 2003.
Author, “Becoming Chief of Police: Career Advancement Among Texas Police Chiefs,” Texas Law Enforcement Administrative and Statistics Program (TELEMASP) Bulletin, Vol. 9, No. 1 Jan./Feb. 2002.
Co-author with R. Alan Thompson, “Police Use of Force Against Drug Suspects: Understanding the Legal Need for Policy Development,” American Journal of Criminal Justice, Vol. 25 No. 2, Spring 2001.
Co-author with Larry T. Hoover and Janice Hilson Ahmad, Enduring, Surviving and Thriving as a Law Enforcement Executive, Charles C. Thomas Publisher, Springfield, IL, 2001.
Additional similar publications prior to 2000.
UNIVERSITY RESEARCH AND PROGRAM DEVELOPMENT:
Research Associate, Houston Police Department Staffing Study, Police Research Center, Sam Houston State University. Quantitative and qualitative review of sworn personnel staffing of police department, 2006 -2007.
Research Associate, Texas Regional Community Policing Institute. Coordination of workshop of university and community college instructors on integration of community policing instruction into college curriculum, 1998 - 1999.
COMMUNITY ACTIVITIES:
Member, Advisory Board of Police Academy, Montgomery County Sheriff's Department, Conroe, Texas, 1990 - 2008. Served as citizen member of academy advisory board.
Member, Board of Directors, Walker County Appraisal District, Huntsville, Texas, 1988 - 1990. One of seven- member appointed board that oversees operations of county centralized property tax appraisal district.
Member, City Council, City of Huntsville, Texas, 1979 - 1987, Mayor Pro Tem, 1986 - 1987. One of eight popularly elected members responsible for oversight of municipal operations in city of 25,000 population.
VITA
Timothy N. Oettmeier, Ph.D.
Contact Information: 16130 Villa Fontana Way Houston, TX. 77379 Home: 713.302.7725 Email: [email protected]
Education
Ph.D. – Criminal Justice – core: Administration - Sam Houston State University, Huntsville, Texas (1978 – 1982) – May, 1982
Master of Arts – Criminal Justice & Corrections - Sam Houston State University, Huntsville, Texas (1975 – 1978) – May, 1978
B.S. (cum laude) – Psychology – University of Houston, Houston, Texas (1972 – 1975), May, 1975
A.A.S. – Delta College, University Center, Michigan (1970 – 1972) – May, 1972
Professional Experience
Executive Assistant Chief, Investigative Operations, Houston Police Department May 2013 – December 2015 (Retired)
Executive Assistant Chief, Support Operations, Houston Police Department January 2008 – April 2013
Executive Assistant Chief, Patrol Operations, Houston Police Department March 2004 – December 2007
Executive Assistant Chief, Professional Standards Coordinator, Houston Police Department March 2003 – February 2004
Acting Chief of Police, Houston Police Department September 2002 – February 2003
Assistant Chief of Police, Office of Inspector General, Houston Police Department June 1998 – August 2002
Ranks of sergeant and lieutenant held prior to appointment as Assistant Chief of Police.
Technology Development:
After assuming command of Support Operations in January 2008, the following “selected” technology initiatives were undertaken / pursued:
Replacement of the Records Management System, Installation of the Laboratory Management Information System, Installation of the Evidence Management System, Relocation of the Police Data Center, Developing a new Mobile Data Strategy, Acquisition of Electronic Citation Devices, Neighborhood Protection Imaging and FORMS Rehost, In-Car Mobile Video System, Towed Vehicle Report Management System, Wanted Car Hot List, Air Card Deployment, Vehicular Crimes Accident Reporting System, Accident Form Automation, Body Worn Cameras.
Publications
"Legal Liabilities of Texas Law Enforcement Officers," co-authored with Rolando V. del Carmen, 48, Texas Lawman. 6, (1979). "Evaluating Recruit Performances Through Role-playing," F.B.I. Law Enforcement Bulletin. Volume 49, Number 10, October 1980. "The Houston Mock Trial Program," F.B.I. Law Enforcement Bulletin. Volume 52, Number 2, February 1982. "Justifying FTO Terminations," Journal of Police Science and Administration. Volume 10, Number 1, March 1982. "Houston's D.A.R.T. Program - A Transition to the Future," co-authored with John P. Bales, F.B.I. Law Enforcement Bulletin. Volume 54, Number 12, December 1985. "Role Expectations and the Concept of Neighborhood Oriented Policing," co-authored with Lee P. Brown, Police Chief Magazine Monograph. International Association of Chiefs of Police, 1988. "Neighborhood Oriented Policing: Developing a Process to Convert Ideas into Actions," co-authored with W. H. Bieck, Police Chief Magazine Monograph. International Association of Chiefs of Police, 1988. "Developing a Neighborhood Oriented Policing Style," co-authored with Lee P. Brown in Greene and Mastrofski, Community Based Policing: Rhetoric or Reality. Praeger Publishers, 1988. "The Field Training and Evaluation Program, Encyclopedia of Police Science. Sam Houston State University, Huntsville, Texas, 1988. "Field Training Implications of Houston's Neighborhood Oriented Policing Initiative," co-authored with J. L. O'Keefe, Field Training Quarterly. Volume 2, Number 4, October 1988. “Matching Structure to Objectives, Police Management Issues and Perspectives. Police Executive Research Forum; July, 1992 “Can Accreditation Survive the '90s?" Issues in Policing: New Perspectives; Autumn House Publishers, 1992. "Evaluating Patrol Officer Performance Under Community Policing: The Houston Experience,” co-authored with Mary Ann Wycoff; Technical Report, National Institute of Justice, 1993. "Evaluating Patrol Officer Performance Under Community Policing: The Houston Experience,” co-authored with Mary Ann Wycoff; Research in Brief, National Institute of Justice, 1993. “Counterpoint - The FTO Rating Scale Debate,” In: Frank Webb (Ed.) The Trainer. Vol. 1, No. 1, Fall/Winter, 1993. "Measuring Police Performance In The Nineties: Practitioner Perspectives," co-authored with Mary Ann Wycoff; In: Dennis J. Kenney and Stephen D. Mastrofski (Eds.) American Police Journal. Volume XIII, Number 2, 1994, p. 21. “Planning and Implementation Issues for Community Oriented Policing: The Houston Experience,” co-authored with Mary Ann Wycoff, Technical Report, National Institute of Justice, 1996. “Personnel Performance Evaluation in the Context of Community Policing,” co-authored with Mary Ann Wycoff in Community Policing Contemporary Readings. 2nd ed., by Geoffrey P. Alpert and Alex R. Piquero, Waveland Press, Inc. 2000 pp. 373-403. Honors
Gary P. Hayes Award, in recognition of outstanding initiative and furthering improvement in the quality of police service consistent with the high ideals held by Gary P. Hayes, former Executive Director, Police Executive Research Forum, May 1990
Awarded the Defensor Pacem Medal from Sam Houston State University for outstanding contributions to the Criminal Justice Center, 2009
Recipient of the Houston Police Department’s Lifetime Achievement Award 2012
Recipient of the Texas Commission on Law Enforcement State of Texas Law Enforcement Professional Achievement Award, 2012
Recipient of the Dr. Gary W. Sykes Award for Professional Achievement in Law Enforcement, 2013.
Recipient of The 100 Club’s Lifetime Achievement Award, 2014
Recipient of The Harris Center for Mental Health and IDD Board of Trustees Proclamation for implementing positive changes to address mental health needs in our community, 2016.
APPENDIX 4
Supporting Materials for APPENDIX 4 STATEMENT OF QUALIFICATIONS CONSULTING SERVICES FOR GOVERNANCE PLANNING
Walter P Moore 17-3017 List of Personnel to Work on the Project Edwin Friedrichs, P.E., PTP Senior Principal | Executive Director
Civil Engineering Charlie Penland, P.E., LEED AP Senior Principal | Executive Director of Civil Engineering Services
Doug Coenen, P.E., ENV SP Principal | Managing Director
Manoj Adwaney, P.E. Principal | Team Director
Heather Guillen, P.E., LEED AP BD+C, ENV SP Senior Associate | Team Director
Ted Vuong, P.E., LEED AP BD+C, ENV SP Principal | Team Director
Julianne Birdsall, P.E. Senior Associate | Senior Engineer
Daniel Falkenstine, P.E., LEED AP Senior Associate | Senior Engineer
Chong Ooi, P.E., CPESC, LEED AP Associate | Senior Engineer
Elizabeth Oliver, P.E., ENV SP Associate | Engineer
Rucker Simon, P.E. Associate | Engineer
Ali Alazzawi, ENV SP Graduate Engineer
Abhijeet Belapure Graduate Engineer
Keith Gaynor, E.I.T. Associate | Graduate Engineer
Gus Leutermann Graduate Engineer
Elise Madray Graduate Engineer
WALTER P MOORE Erica Sanchez, E.I.T. Graduate Engineer
Tabish Siddiqui Graduate Engineer
Melissa Van Nieuwenhuise Graduate Engineer
Mike Grossman Senior Associate | Senior Designer
Al Hajka Senior Associate | Senior Designer
Mehwash Abbas Senior Associate | Senior CAD Technician
Willie Aranda Senior Associate | Senior CAD Technician
Kanchane Mallawarachchy Senior Associate | Senior CAD Technician
Tatiana Alexieva Associate | CAD Tech II
Janak Jayakody Associate | CAD Tech II
Dominique Crowe Associate | Construction Administration Rep III
WALTER P MOORE Traffic Engineering Jennifer Peek, P.E., PTOE, PTP Senior Principal | Director of Traffic Engineering
Mark Conway, PE Principal | Director of ITS Engineering
Thomas Duncan, P.E., PTOE Principal | Managing Director
Beth Bryan, P.E., PTOE, PTP Senior Associate | Senior Engineer
Lee Anne Dixon, P.E., PTOE, STP Senior Associate | Senior Engineer
Kurt Rotering, P.E., PTOE Associate | Senior Engineer
Randy Schulze, P.E., PTOE, PTP Principal | Senior Engineer
Ceri Warnie, P.E., PTOE, PTP Principal | Senior Engineer
Bryan Brown, CNU-A Senior Associate | Senior Transportation Planner
David Manuel, AICP, CNU-A Senior Associate | Senior Transportation Planner
Virginia Sapkota, PhD, AICP, LEED AP BD+C Senior Associate | Senior Transportation Planner
Louis Cutaia Jr., AICP Transportation Planner
Yubrani Eid Graduate Engineer
Tim Ewing Senior Associate | Senior CAD Technician
Dee Causey Associate | CAD Tech II
WALTER P MOORE Transportation Engineering Thusitha Silva, P.E. Principal | Managing Director
Roger Gonzalez, P.E. Senior Associate | Senior Engineer
Robert Mascardo, P.E. Senior Associate | Senior Engineer
Rachel Ray-Welsh, P.E., STP, ENV SP Senior Associate | Senior Engineer
Eric Co, E.I.T. Graduate Engineer
Prathyusha Vangala, E.I.T. Graduate Engineer
Paul Bartholomew Associate | Senior Designer
Charles McLachlan Associate | Senior Designer
Rodrigo Jimenez Designer II
Calvin White Senior Associate | CAD Team Leader
Ruth Flores Administrative Assistant II
WALTER P MOORE Water Resources Engineering Andres Salazar, Ph.D., P.E., D.WRE Principal | Managing Director
Jim Keith, P.E., CFM Senior Associate | Water Resources Practice Leader
Andy Yung, P.E., CFM Principal | Chief Hydrologist
Kevin Vogel, P.E., CFM Principal | Senior Project Manager
Christina Hughes, CFM, ENV SP Graduate Engineer
Justin Terry, EIT, CFM Graduate Engineer
Nick Irza, EIT Graduate Engineer
Michael Henze Senior Associate | GIS Specialist IV
Mark Starks Senior Associate | Senior GIS Specialist
WALTER P MOORE RELEVANT PROJECT EXPERIENCE ›› Springwoods Village Master Plan and Community Development, Spring, TX
›› Springwoods Village Drainage Master Plan, Spring, TX
›› Baylor College of Medicine Woodlands Research Center, The Woodlands, TX ›› Memorial Hermann The Woodlands Hospital Expansion Projects, The Woodlands, TX ›› Midtown TIRZ Bagby Street Context Sensitive Redevelopment, Houston, TX Charles M. Penland, PE, LEED AP ›› City of Houston Cook Road Reconstruction, Houston, TX Senior Principal / Principal in Charge ›› City of Houston Almeda Road Reconstruction, Houston, TX ›› City of Houston Little York Road Reconstruction, Houston, TX
›› City of Houston Market Street Widening, Houston, TX ›› City of Houston Extended Feasibility Study for Sagemont Charles Penland is a Senior Principal and the Area Drainage Improvements, Houston, TX ›› Transportation Master Plan for the Greater Texas Medical Executive Director of Civil Engineering Services Center Area, Houston, TX at Walter P Moore. He has more than 35 years of ›› ConocoPhillips Campus Master Plan, New Parking Facilities, experience in civil engineering design and project and Campus Improvements, Houston, TX ›› Extended Feasibility Study for Sagemont Area Drainage management. His experience includes serving as Improvements, Houston, TX project manager on complex building site plans ›› Fannin Street Reconstruction, Houston, TX and campus plans, with emphasis on cost control, ›› Fite Road Widening and Drainage Improvements, Pearland, TX environmental control, and master planning for ›› Gessner Road from Barryknoll to IH 10 Storm Sewer Improvements, Houston, TX phased development site plan design. Mr. Penland ›› Harris County Flood Control District Project Brays Channel joined Walter P Moore in 1980 and has served Widening and Bridge Extension, Houston, TX as project manager on governmental, municipal, ›› Harris County Flood Control District, Flood Event Modeling, Houston, TX healthcare, educational, corporate, recreational, and ›› Harris Gully/Brays Bayou Storm Sewer, Harris County, TX industrial developments. ›› Holcombe to Bertner Channel and Bridge Improvements, Houston, TX
›› Kinkaid Master Plan Drainage Study, Houston, TX EDUCATION Bachelor of Science, Civil Engineering, Colorado State ›› Kirkwood Drainage and Paving Improvements, Houston, TX University, 1975 ›› MD Anderson Cancer Center Bertner Avenue Extension and Realignment, Houston, TX
›› MD Anderson Cancer Center Master Plan, Houston, TX REGISTRATIONS Licensed Professional Engineer ›› MD Anderson Cancer Center Pawnee Roadway Infrastructure, Houston, TX Texas 48434 ›› MD Anderson Cancer Center South Campus Master Plan and Infrastructure Improvements, Houston, TX PROFESSIONAL AFFILIATIONS ›› Milam Transit Street Reconstruction, Houston, TX Consulting Engineers Council of Texas ›› Morton Road Channel Repair, Harris County, TX Houston Council of Engineering Companies ›› Rice University Drainage and Detention Master Plan, Houston, Houston Land and Water Sustainability Forum TX
WALTER P MOORE RELEVANT PROJECT EXPERIENCE ›› Springwoods Village Master Plan and Community Development, Spring, TX
›› City of Houston Almeda Road Reconstruction, Houston, TX
›› Midtown TIRZ Capital Improvement Plan Implementation, Houston, TX ›› Midtown TIRZ Bagby Street Context Sensitive Redevelopment, Houston, TX ›› MD Anderson Cancer Center Pawnee Roadway Infrastructure, Houston, TX Doug Coenen, PE, ENV SP ›› University of Houston Energy Research Park Loop Road Design, Houston, TX Principal / Project Manager ›› Baybrook Eastfield Roads, Houston, TX
›› Memorial Park Conservancy General Engineering Consultant, Houston, TX ›› Memorial Park Conservancy Extension of TxDOT Hike and Doug Coenen is the Managing Director of Walter Bike Trail, Houston, TX P Moore Civil Engineering Services in Houston. ›› Memorial Park Conservancy PER for Seymour Lieberman Trail Around Memorial Park, Houston, TX Mr. Coenen’s experience encompasses a broad ›› Memorial Park Conservancy Memorial Park Running Center, range of management and design of governmental, Houston, TX healthcare, commercial, and educational projects. ›› Texas Parks & Wildlife Department Professional Design Services Blanket Contract, TX He has also participated in the design of several ›› Texas Parks & Wildlife Department San Jacinto Monument facility upgrade and rehabilitation projects. Waterline, Houston, TX ›› Texas Parks & Wildlife Department Battleship Texas Site Fire Main Repair, Houston, TX EDUCATION ›› Texas Parks & Wildlife Department Big Bend Ranch State Master of Science, Environmental Engineering, Old Dominion Park Water System Improvements, TX University, 2003 ›› Texas Military Forces Historic Buildings 10, 11, and 14 Bachelor of Science, Civil Engineering, George Mason Maintenance and Rehabilitation, Camp Mabry, Austin, TX University, 1996 ›› Fort Hood Drone Hangar, 16-inch Waterline, Booster Pump Station, and Elevated Water Tank, Fort Hood, TX
REGISTRATIONS ›› Ellington Field Armed Forces Reserve Training Center Phase II, Houston, TX Licensed Professional Engineer ›› G.T. “Mickey” Leland Federal Building Renovations, Houston, Texas 103372 TX Envision Sustainability Professional ›› NASA New Office Building 20, Houston, TX ›› Sheppard AFB Euro-NATO Joint Jet Pilot Training (ENJJPT) PROFESSIONAL AFFILIATIONS 80th Operations Group Facility, Wichita Falls, TX Society of American Military Engineers
WALTER P MOORE RELEVANT PROJECT EXPERIENCE ›› Springwoods Village Master Plan and Community Development, Spring, TX
›› Springwoods Village Parkway, Spring, TX
›› Springwoods Holzwarth Bridge, Spring, TX
›› Grand Parkway Section E Bridge Design, Harris County, TX
›› City of Houston Almeda Road Reconstruction, Houston, TX
›› City of Houston Cook Road Reconstruction, Houston, TX
›› City of Houston Kirkwood Paving and Drainage, Houston, TX Thusitha Silva, PE ›› City of Houston Little York Road Reconstruction, Houston, TX Principal / Streets Engineer ›› City of Houston Market Street Widening, Houston, TX ›› Midtown TIRZ Bagby Street Context Sensitive Redevelopment, Houston, TX
›› Midtown TIRZ Capital Improvement Plan Implementation, Houston, TX Thusitha Silva is the Managing Director of Walter ›› Beltway 8 Widening, Clay Road to Tanner Road, Houston, TX P Moore’s Transportation Engineering Services ›› City of College Station Arrington Road and Decatur Roadway in Houston. Mr. Silva has more than 25 years of Extension, College Station, TX experience in diversified aspects of transportation ›› Conoco Phillips Campus Master Plan, New Parking Facilities, and Campus Improvements, Houston, TX engineering design and management. His ›› Fannin Street Reconstruction and Utility Improvements, experience includes the design of streets, Houston, TX boulevards, highways, and bridges. Mr. Silva has ›› Gessner Road Extension, Houston, TX ›› M.D. Anderson Boulevard Improvements, Houston, TX advanced technical training in bridge design, ›› MD Anderson Cancer Center Pawnee Roadway LRFD design of highway bridges, seismic design Infrastructure, Houston, TX of bridges, advanced foundation design, and ›› MD Anderson Cancer Center Bertner Avenue Reconstruction, Houston, TX prestressed concrete analysis and design. ›› MD Anderson Cancer Center South Campus Infrastructure Improvements, Houston, TX
EDUCATION ›› Milam Street Reconstruction, from Texas to Pierce, METRO Transit Street Program, Houston, TX Master of Science, Civil Engineering, Lehigh University, 1988 ›› Project Brays, Braeswood Bridge Lengthening, Houston, TX Bachelor of Science, Civil Engineering, University of Idaho, 1985 ›› Richard J.V. Johnson Avenue and Bates Street Improvements, Houston, TX REGISTRATIONS ›› Springwoods Village Roadways and Bridges, Harris County, TX Licensed Professional Engineer ›› West Alabama Context Sensitive Redevelopment, Houston, TX Texas 82988 ›› Westpark Toll Road, Harris County, TX
WALTER P MOORE RELEVANT PROJECT EXPERIENCE ›› Springwoods Village Master Plan and Community Development, Spring, TX ›› Springwoods Village Hydrology & Hydraulics Study and Drainage Master Plan, Spring, TX
›› Springwoods Village Linear Drainage Corridor 1, Spring, TX
›› Springwoods Village Linear Drainage Corridor 2, Spring, TX
›› Hurricane Harvey Agency Support During Flood, Harris County, TX ›› Harris County Flood Control District (HCFCD) Criteria Andrew C. Yung, PE, CFM Manual, Harris County, TX Principal / Drainage Engineer ›› HCFCD Real Time Flood Event Modeling Program, Harris County, TX
›› HCFCD Inwood Regional Detention Feasibility Study, Houston, TX ›› HCFCD Cypress Creek and Little Cypress Creek 100-Year Andy Yung is a Principal and the Chief Hydrologist Investigation, Harris County, TX for Walter P Moore. He has 28 years of experience ›› HCFCD Cypress Creek Floodplain Revision, Harris County, TX as an engineer, planner, and hydrologist. In his ›› HCFCD Sims Bayou RiskMAP (Phase 1), Houston, TX 21 years with Walter P Moore, he has managed ›› HCFCD WRDA 96 Section 211(f) Federal Flood Control Projects, Houston, TX a wide range of engineering projects involving ›› Tropical Storm Allison Recovery Project, Harris County, TX hydrology, hydraulics, master drainage studies, ›› Brays Bayou 2015 and 2017 Flood Investigation, Houston, TX channel modification and hydraulic structure ›› Flood Study for White Oak Bayou, Harris County, TX designs, watershed impact analyses, detention ›› Flood Study for the Delaware River, Delaware Water Gap, PA facility designs, and dam safety analyses. He is very ›› Kings Point Flooding Investigation, Kingwood, TX familiar with HEC-HMS/HEC-1, HEC-RAS/HEC-2, ›› Cumberland Oilfield Flood Investigation, Cumberland, OK ›› Spillway Mapping Analysis for Addicks and Barker HEC-DSS, and HEC-SSP and provides technical Reservoirs, Harris County, TX support and training to users of these programs. ›› Ratcliff Lake Dam Breach Inundation Mapping for Emergency Plan, Ratcliff, TX EDUCATION ›› Thousand Oaks Sections 4 and 5 Detention and Amenity Bachelor of Civil Engineering, Georgia Institute of Technology, Lake Development, Montgomery County, TX 1987 ›› Emerald Lake Forensic Analysis, Magnolia, TX ›› American River Common Features Project Independent REGISTRATIONS External Peer Review, Sacramento, CA
Licensed Professional Engineer ›› City of Grand Prairie Flood Warning System, Grand Prairie, TX Texas 79810 ›› City of Missouri City Master Drainage Plan Development and Implementation, Missouri City, TX Certified Floodplain Manager 0103-98N ›› Houston Botanic Garden Ongoing Hydraulic Analysis along Sims Bayou, Houston, TX PROFESSIONAL AFFILIATIONS ›› City of Richardson Duck Creek LOMR, Richardson, TX Association of State Flood Plain Managers ›› Lake Windcrest Hydrologic and Hydraulic Analysis and Texas Floodplain Managers Association Design of New Dam, Montgomery County, TX Association of State Dam Safety Officials ›› Northlake Forest Appeal, Harris County, TX National Hydrologic Warning Council
WALTER P MOORE RELEVANT PROJECT EXPERIENCE ›› Springwoods Village Master Plan and Community Development, Spring, TX
›› Springwoods Village Parkway, Spring, TX
›› Boy Scouts of America Camp Strake Master Plan, San Jacinto County, TX
›› Bertner Avenue Street Lighting Plan, Houston, TX
›› BLVD Place, Houston, TX
›› BMC Software Headquarters Campus Development, Houston, TX Ted Vuong, PE, LEED AP BD+C, ENV SP ›› City of College Station Arrington and Decatur Roads, College Principal / Utility Engineer Station, TX ›› City of Webster Genesis Drive Phase 1 Due Diligence, Webster, TX
›› Conoco Phillips Campus Master Plan, New Parking Facilities, and Campus Improvements, Houston, TX Ted Vuong has more than 18 years of experience ›› Ellington Field Armed Forces Training Center Phase II, in diversified aspects of civil engineering analysis, Houston, TX design, and project management. He has served ›› Erickson Campus Master Plan and Development, Houston, TX as the project manager of large site development ›› GreenStreet, Houston, TX ›› Houston Arboretum & Nature Center Master Plan Design, projects for higher education, commercial, and Houston, TX healthcare campuses. ›› Houston Botanic Garden, Houston, TX
›› Houston Zoo Infrastructure Master Plan, Houston, TX EDUCATION ›› North Eldridge Parkway Improvements, Houston, TX Bachelor of Science, Civil Engineering, University of Houston, 1999 ›› North Houston Bike Park, Houston, TX ›› Rice University Capital Improvement Plan and Utility Master Plan, Houston, TX REGISTRATIONS Licensed Professional Engineer ›› Rice University Lab Road, Houston, TX Texas 108941 ›› River Oaks District, Houston, TX LEED Accredited Professional, Building Design & Construction ›› Satterfield and Pontikes Westway Park, Houston, TX ›› Shell Woodcreek Master Plan and Campus Expansion, Envision Sustainability Professional Houston, TX ›› South Shore Harbour Resort and Conference Center Phases I PROFESSIONAL AFFILIATIONS & II, League City, TX American Society of Civil Engineers ›› Sysco Foods Headquarters Campus, Houston, TX Society of Military Engineers ›› U.S. General Services Administration – Federal Motor Carrier Safety Administration Land Port of Entry Bridging Documents, Various Locations
›› University of Houston Energy Research Park Loop Road, Houston, TX
WALTER P MOORE RELEVANT PROJECT EXPERIENCE ›› TIRZ 10 Intersection Improvements West Lake Houston Parkway at Kings Crossing, Kingwood, TX ›› TIRZ 10 Intersection Improvements West Lake Houston Parkway at Northpark, Kingwood, TX
›› FM 830 Corridor Traffic Study, Conroe, TX ›› TIRZ 10 Intersection Improvements West Lake Houston Parkway at Kings Crossing, Kingwood, TX ›› TIRZ 10 Intersection Improvements West Lake Houston Parkway at Northpark, Kingwood, TX Thomas Duncan, PE, PTOE ›› Memorial Park East Memorial Loop Road and Improvements (Eastern Glades Phase 1), Houston, TX Principal / Traffic Engineer ›› Memorial Park Eastern Glades Phase II, Houston, TX ›› Park Ten Embassy Suites and Office Complex Traffic Impact Analysis, Houston, TX
›› San Felipe Tower Traffic Impact Analysis, Houston, TX Thomas Duncan is the Managing Director of Walter ›› St. John’s School HAWK Signal, Houston, TX P Moore Traffic Engineering in Houston. He has ›› Texas Children’s Hospital Tower E Expansion Traffic Control 15 years of experience with traffic engineering, Plans, Houston, TX transportation planning, and intelligent transportation ›› TxDOT Houston IH 69 Planning Environmental Linkage, Houston, TX systems projects throughout Texas. He has ›› TxDOT Houston SH 99 Schematic, Houston, TX conducted analyses for transportation engineering ›› TxDOT Houston IH 45 at Broadway Schematic, Houston, TX and planning projects including traffic signal ›› TxDOT Houston/San Antonio Loop 1604 at US 90 Capacity Analysis, San Antonio, TX design, transit studies, traffic impact studies, traffic ›› TxDOT San Antonio Traffic Studies, San Antonio, TX simulation, level-of-service/capacity analyses, traffic ›› TxDOT Traffic Engineering On-Call Services, Houston and San surveys and data collection. Mr. Duncan is well Antonio, TX versed in traffic engineering, transportation planning, ›› University of Houston Calhoun Road, Houston, TX and statistical analysis software packages. ›› Memorial City Redevelopment Authority (TIRZ 17) Mobility Study, Houston, TX*
›› TIRZ 17 Barryknoll Lane Reconstruction, Houston, TX*
EDUCATION ›› TIRZ 17 Lumpkin Road Widening, Houston, TX*
Bachelor of Science, Civil Engineering, Texas A&M University, ›› TIRZ 17 North Gessner Reconstruction, Houston, TX* 2002 ›› TIRZ 17 Town and Country Way Extension, Houston, TX*
REGISTRATIONS ›› TIRZ 17 Witte Road Reconstruction, Houston, TX* Licensed Professional Engineer ›› University Boulevard Extension, Sugar Land, TX* Texas 98353 ›› US 90A Speed Study, Sugar Land, TX* Professional Traffic Operations Engineer #3099 ›› City of San Antonio Fredericksburg Road Congestion Mitigation, San Antonio, TX* *Projects prior to Walter P Moore PROFESSIONAL AFFILIATIONS Institute of Transportation Engineers
WALTER P MOORE RELEVANT PROJECT EXPERIENCE ›› Springwoods Village Master Plan and Community Development, Spring, TX
›› Allen Parkway Improvements, Houston, TX ›› Midtown TIRZ Bagby Street Context Sensitive Redevelopment, Houston, TX
›› Midtown TIRZ Brazos Street Reconstruction, Houston, TX
›› Midtown TIRZ Capital Improvement Plan Implementation, Houston, TX
›› Midtown TIRZ Midtown Park Improvements, Houston, TX Edwin C. Friedrichs, PE, PTP ›› Midtown TIRZ Midtown Superblock Park, Houston, TX Senior Principal / Municipal Governance ›› TIRZ 16 Creation, Engineering Support, Houston, TX
›› TIRZ 17 Creation, Engineering Support, Houston, TX
›› TIRZ 17 Mobility Study, Houston, TX
›› TIRZ 17 Drainage Study, Houston, TX Edwin Friedrichs is a Senior Principal at Walter P ›› Uptown Houston Transportation Planning, Streetscape, and Moore. A member of the firm since 1977, he offers a Mobility Improvements, Houston, TX strong background in master planning, infrastructure ›› Montrose Management District Mobility Planning, Houston, TX design, building site plan design, and traffic ›› City of Houston Cook Road Reconstruction, Houston, TX engineering studies and design. His experience ›› City of Houston Little York Road Reconstruction, Houston, TX ›› Antoine Drive Roadway and Bridges from FM 249 to Veterans also includes regional mobility planning, Capital Memorial Drive, Harris County, TX
Improvement Plan preparation, funding options, and ›› Bellaire Boulevard FAUS, Houston, TX public hearings and presentations. ›› East Crosstimbers Roadway and Drainage Improvements, Houston, TX
›› Fannin Street Reconstruction and Utility Improvements, EDUCATION Houston, TX Bachelor of Science, Civil Engineering, Texas A&M University, ›› Hermann Park Traffic and Parking Management Study, 1976 Houston, TX ›› Hirsch Roadway, Bridge, Utility Improvements, and ROW Acquisition, Houston, TX REGISTRATIONS Licensed Professional Engineer ›› Milam Street Reconstruction from Texas to Pierce, METRO Transit Street Program, Houston, TX Texas 50573 ›› Richmond Avenue Widening, Houston, TX Professional Transportation Planner, 275 ›› South Rice Avenue, Alabama to Richmond, Houston, TX
›› Energy Corridor District General Engineering Consultant, PROFESSIONAL AFFILIATIONS Houston, TX
American Society of Civil Engineers ›› Memorial City Area Transportation Mobility Study, Houston, TX Houston Council of Engineering Companies ›› Transportation Master Plan for the Greater Texas Medical National Society of Professional Engineers Center Area, Houston, TX ›› Texas Medical Center CIP Development and Design, Houston, Texas Society of Professional Engineers TX Greater Houston Partnership Urban Land Institute
WALTER P MOORE Copyright © Shau Lin Hon - Slyworks Photography
SERVICES PROVIDED Civil Engineering Springwoods Village Master Plan and Traffic Engineering Community Development Transportation Engineering Spring, Texas Water Resources Engineering Walter P Moore provided the drainage and infrastructure master planning and design OWNER services for a 2,000-acre sustainable planned community. The master plans and Coventry Development design services included storm water detention, drainage, 2.75 miles of major and Corporation minor roadways, bridges, traffic signals, lighting, electrical, and telecommunications. The roadways included two major thoroughfare boulevard roads and three minor COMPLETION DATE commercial roads. The design included coordination with TxDOT for drainage and 2015 roadway connections. The roads included minor bridges and a bridge over the Grand Parkway at Holzwarth Road. Major underground electrical, telephone and PROJECT SIZE fiber optic franchise utility systems were part of the roadway design. 2,000 acres Walter P Moore developed a VISSIM model for the entire development and surroundings to determine necessary traffic control devices, lane configurations, CONSTRUCTION COST and intersection locations. The model has over 50 intersections, both signalized and $97.7 million estimate unsignalized. Vehicles, pedestrians, and transit vehicles were included in the model and were useful in planning potential transit center locations within the mixed use development.
Walter P Moore coordinated the implementation of the drainage master plan with the construction of other infrastructure and proposed Low Impact Development strategies. Walter P Moore designed six large detention ponds in the area and obtained the necessary permits from Harris County Flood Control District. A non-steady state HEC-RAS model was used to design the inline detention system within the floodplain and to develop the required mitigation measures. The detention systems are composed of a series of detention ponds with at least two ponds being inside the Spring Creek floodplain.
WALTER P MOORE Copyright © Shau Lin Hon - Slyworks Photography and Copyright © Aaron Bielish
SERVICES PROVIDED Water Resources Engineering Springwoods Village Drainage Master Plan Spring, Texas
OWNER Walter P Moore developed a drainage master plan for a 2,000-acre sustainable Coventry Development Corporation planned community. The master plan identified storm water detention requirements Keith D. Simon in four drainage corridors in a series of dry and wet detention basins discharging to 10270 Commonwealth Street Spring Creek. An unsteady flow HEC-RAS model was used to design the detention in the floodplain and to demonstrate no adverse impact to the receiving streams. Lone Tree, Colorado 80124 The plan was presented to and approved by Harris County Flood Control District 720.279.2581 and is now used as the basis for meeting storm water mitigation requirements for [email protected] all development in Springwoods through 2020. The plan considered future land use, location of future infrastructure, and phasing over time so that construction COMPLETION DATE and location of the drainage facilities match the ongoing development conditions. 2015 Approximately 60% of the proposed detention volume has been built with detention ponds designed by Walter P Moore. The remaining 40% is expected to be built by PROJECT SIZE 2020. 2,000 acres
CONSTRUCTION COST $97.7 million estimate
WALTER P MOORE SERVICES PROVIDED Water Resources, Civil, Traffic, Springwoods Village Drainage Plan and Structural Engineering Corridor 1 Detention Ponds Spring, Texas OWNER Coventry Development Walter P Moore designed the first and second phases of a wet detention pond Corporation system proposed in the drainage plan for Springwoods, a 730-hectare master Keith D. Simon planned community north of Houston. The detention ponds were designed to avoid 10270 Commonwealth Street any adverse impact to flood levels in the adjacent Spring Creek from the urban Lone Tree, Colorado 80124 development in the community. 720.279.2581 [email protected] Phases 1 and 2 included the preparation of plans, specifications and construction documents for a series of four cascading detention ponds with wet bottoms. The COMPLETION DATE total volume of these man made reservoirs is approximately 160,000 cubic meters February 2016 of storage, with about 29% being a permanent water body and the remainder being used for flood control and storm water detention. The design was integrated with a PROJECT SIZE park and trail system that provides opportunities for recreation and nature enjoyment 730-hectare to residents and visitors. The engineering design by Walter P Moore included the outlet and connector structures in the form of riser structures or weirs, retaining walls CONSTRUCTION COST to create a cascading effect, clay liners to prevent seepage, erosion control features, $6 million a pedestrian bridge, pumps for non-potable use, a non-potable distributions system, and a water recirculation system for an amenity water feature.
Walter P Moore engineered the aesthetic concepts proposed by the landscape architect for the park, which were centered on the creation of a water inspired environment. Key elements of the concept included waterfalls, wetland plantings, and trails in close proximity to the water body. Our design was coordinated with the landscape architect, public utilities and the electrical engineering.
WALTER P MOORE SERVICES PROVIDED Civil Engineering City of Missouri City Master Drainage Plan Development and Implementation OWNER Missouri City, Texas City of Missouri City From the mid-1990s through 2010, Walter P Moore provided ongoing hydraulics COMPLETION DATE and hydrology support for the City of Missouri City in developing and assisting with 1995-2010 the implementation of watershed-wide Master Drainage Plans (MDPs). These plans included an analysis of existing conditions and quantification of the impacts due to PROJECT SIZE ultimate development in each watershed. Watershed improvements and mitigation 21 square miles were then recommended in order to serve the ultimate development without causing adverse effects to properties within the watersheds and to receiving streams. Models used in the analysis include both HEC-1 and HEC-2, and later, HEC-HMS and HEC-RAS, both steady and unsteady flow.
In addition to the analysis, cost estimates for the proposed improvements were also created and a preliminary impact fee for undeveloped acreage calculated and recommended for implementation in the watershed. These development impact fees have been implemented in at least one of the MDP watersheds.
Master Drainage Plans were created for Blue Ridge Ditch, Cangelosi Ditch, Lower Oyster Creek, Mustang Bayou, and Northeast Oyster Creek, totaling an area of approximately 21 square miles. As of 2011, drainage improvements included in the plans were fully implemented on Northeast Oyster Creek and partially implemented on Cangelosi Ditch, Lower Oyster Creek, and Mustang Bayou. The remaining improvements were planned to be funded by future development.
WALTER P MOORE SERVICES PROVIDED Civil and Traffic Engineering Uptown Houston Traffic Master Plan Streetscape and Mobility Improvements OWNER Houston, Texas Harris County Improvement District #1 Walter P Moore has provided regional mobility planning for the Uptown Houston area since 1978. Services have included planning of new roadways, new signals, CONSTRUCTION COST preparation of Capital Improvement Plans, assistance in securing public funding, and $11 Million Streetscape Program preparation and input into planned public transportation systems, and development of the Traffic Operations Center. AWARDS Texas Chapter American Society Walter P Moore provided civil and traffic engineering services for the master plan, of Landscape Architects design, and construction phases of the $11 million streetscape program. This 1999 Honor Award - Design and project included the relocation of a $2 million of overhead utilities underground, a Constructed Category custom signage system, new decorative street lights and traffic signals, sidewalk Streetscape and Mobility improvements, architectural features, and pedestrian scale parks. Walter P Moore Improvements provided support and coordination for interface and approvals with local public agencies and private utility companies.
Other Improvements Include ›› Development of West Alabama and Hidalgo Streets as a one-way pair ›› Extension of the I-610 (West Loop) service road to Hidalgo to improve access to and from the district ›› Coordination and schematic design of 16 traffic signals
WALTER P MOORE SERVICES PROVIDED Traffic Engineering Texas Medical Center Capital Improvement Program Houston, Texas
OWNER The Texas Medical Center (TMC) is the largest medical complex in the world. This Texas Medical Center 1,345-acre urban campus hosts over 106,000 employees every day. Walter P Moore has provided a variety of master planning services for TMC and its member institutions, COMPLETION DATE including vehicular and pedestrian traffic master planning, roadway master planning, Ongoing utility master planning, parking master planning, and landscape master planning and standards development. Walter P Moore led the planning efforts for the Legacy PROJECT SIZE Campus and supported master plans for the Mid-Campus, South Campus and East 10.3 lane miles of roadway Campus. Walter P Moore’s planning efforts have led to many important development projects in which the firm participated.
Walter P Moore has provided a variety of traffic analysis and design services for roadway projects. TMC is focused on maintaining optimal mobility for vehicles, pedestrians, bicycles, and transit vehicles throughout the campus. On Bates Street and Richard JV Johnson, the street was realigned to improve the flow of traffic in the area. Intersection configurations were based on analysis scenarios. On Mid-Campus, Walter P Moore studied and recommended the realignment of Bertner Avenue and the extension of Herman Pressler Street. This created an improved connection across the campus. The cross section of the roadways included a wider outside shared lane for vehicles and bicycles. The John Freeman Boulevard Reconstruction included analysis of turning movements into and out of driveways along the roadway, and a review of pedestrian paths and crossings. Other traffic services have included assessment of parking demand, traffic circulation, and traffic control plans for construction.
Walter P Moore has also provided utility relocation, roadway design, driveway consolidation, and area access management improvements along with closing streets, construction of traffic signals, widening roadways and improving intersections.
WALTER P MOORE SERVICES PROVIDED Traffic Engineering Texas Medical Center Transportation Master Plan Houston, Texas
OWNER Houston’s Texas Medical Center (TMC) is the largest medical complex in the world. Texas Medical Center This 1,345-acre urban campus is comprised of over 50 affiliated medical institutions. Over 106,000 employees work in the TMC every day, the vast majority arriving by COMPLETION DATE automobile. Several miles of thoroughfares, multiple on-campus parking facilities, 2002 and an off-campus parking shuttle system serve the mobility and parking needs of TMC. Residential neighborhoods adjoin the campus on two sides. PROJECT SIZE 1,345 acres Walter P Moore has provided a variety of traffic analysis and design services for the TMC and specific building projects of its 59-member institutions, including vehicular and pedestrian traffic master planning. Other traffic services have included assessment of long-term parking demand, traffic circulation counts and analysis, parking garage design and impact analysis, and traffic control plans for on-going building and utility construction. Walter P Moore has provided utility relocation, roadway design, driveway consolidation, and area access management improvements along with closing streets, construction of traffic signals, widening roadways and improving intersections.
The study effort analyzed traffic and development for the target year 2025 and determined that the additional demand for travel cannot be accommodated by the current or expanded roadway system. To achieve the mobility needs of the study area, implementation of a combination of strategies must be undertaken: ›› Multimodal supply side improvements ›› Travel demand actions to reduce and manage vehicle trips ›› Land use development policies that reduce trip demand by balancing the mix of uses or reducing the level of development density.
WALTER P MOORE SERVICES PROVIDED Civil Engineering John Freeman Boulevard Reconstruction and Utility Traffic Engineering and Streetscape Improvements Houston, Texas OWNER Texas Medical Center Walter P Moore provided civil and traffic engineering for the reconstruction of John Freeman Boulevard from Fannin to E. Cullen Street. John Freeman is a critical part CONSTRUCTION COST of the area mobility system and provides the main access to the Texas Medical $2.9 million Center Main Campus from the west.
COMPLETION DATE The improvements included reconstruction of the existing roadway to meet the December 2009 latest Texas Medical Center standards. This included a 65-foot concrete boulevard section with upgrades to utilities, sidewalks, lighting, and landscaping. The utility improvements included a new waterline and upgrading the storm and sanitary PROJECT SIZE sewer systems to meet current design criteria and future demand. 87,000 SF
TYPE OF PROJECT ›› Roadway and drainage design and construction
›› Waterline design and construction
WALTER P MOORE Conditions on Kirkwood before Improvements
SERVICES PROVIDED Civil Engineering City of Houston Kirkwood Paving and Drainage Traffic Engineering Improvements Transportation Engineering Houston, Texas
OWNER Walter P Moore provided civil, traffic, and transportation engineering for the City of Houston reconstruction of Kirkwood Drive from Briar Forest to Buffalo Bayou in West Houston. This project ties a predominantly residential area into retail development CONSTRUCTION COST at the Briar Forest intersection. The new roadway includes two vehicular lanes and $14 million a new bicycle lane on the outside. The new design allowed for wider sidewalks and better safety. The project included waterline upgrades and the addition of several large box culverts to improve drainage. COMPLETION DATE December 2018 Walter P Moore understands the importance of public involvement. A public meeting was held in December 2016 to share information with stakeholders and provide an PROJECT SIZE opportunity for public comments. Walter P Moore worked with the community to 1 mile preserve a large number of existing trees in the medians and improve drainage in the area. We added features to the project including a wider shared use path and TYPE OF PROJECT improved pedestrian facilities. ›› Roadway and drainage design and construction
›› Detention design and construction
›› Waterline design and construction
WALTER P MOORE Currently under construction
SERVICES PROVIDED Transportation, Civil, and Traffic City of Houston Almeda Road Paving and Drainage Engineering Improvements Houston, Texas OWNER City of Houston Walter P Moore is the prime consultant providing the civil engineering and construction phase services for the reconstruction of Almeda Road between S. CONSTRUCTION COST MacGregor and Old Spanish Trail. The project includes construction of a roadway, $11 million pedestrian improvements, public utility upgrades, landscape enhancements, and traffic signal improvements. The project includes 4,850 LF of 12-inch waterline and COMPLETION DATE 780 LF of 8-inch waterline. It also includes 907 LF of 10-inch wastewater line. The 2017 design is being coordinated and partially funded by TxDOT and the City of Houston. This is a pilot project for Low Impact Development by the City of Houston. TYPE OF PROJECT The goal of the project is to improve vehicular and pedestrian mobility in the Texas ›› Roadway and drainage design and Medical Center. This project will widen the roadway to accommodate future traffic construction demands, improve intersection geometry and efficiency, and provide a tree-lined dual purpose sidewalk for pedestrians and bicycles. ›› Detention design and construction Almeda Road is now a pilot ‘Low Impact Development’ project for the City and ›› Water/sanitary includes bio-swales and storm water filtering systems. The City has set a goal of sewer design and Greenroads Silver Certification. We are also designing it in accordance with recently construction published Streetscape Design Guidelines developed by Scenic Houston and new City of Houston Complete Streets Guidelines.
Since the project includes federal dollars a limited environmental impact study was required. This requirement includes public meetings to receive input from area property owners and the general public. Walter P Moore is an active participant in these meetings.
WALTER P MOORE Copyright © Shau Lin Hon - Slyworks Photography
SERVICES PROVIDED Civil Engineering Allen Parkway Improvements from Dunlavy Transportation Engineering Street to Clay Street Traffic Engineering Houston, Texas Transportation Planning Walter P Moore provided civil, transportation, and traffic services for schematic plans OWNER and PS&E of Allen Parkway between Montrose Boulevard and Downtown Houston, Downtown Redevelopment approximately 1.2 miles. Authority Tax Increment Reinvestment Several physical roadway modifications were designed to improve overall mobility. Zone 3 The roadway has three lanes in each direction with turn bays at major intersections. East of Montrose, the lanes were shifted south and the former frontage road is now CONSTRUCTION COST being used as part of the main lanes. The improvements east of Stanford allow for the $11.36 million construction of angled parking against Buffalo Bayou Park. Approximately 160 parking spaces were added to serve the park. The pavement east of Montrose received COMPLETION DATE pavement spot repairs and an asphalt overlay to improve the driving surface. The October 2016 interchange at IH 45 was improved to provide better ramp access and queuing as part of the improvements. PROJECT SIZE Approximately 1.2 miles The project design included fully signalized intersections at Dunlavy, Gillette and Taft and a new pedestrian only signal at Park Vista. Several lateral street intersections were TYPE OF PROJECT re-aligned at Allen Parkway and a new signaIs were installed. A U-turn bridge was constructed on the west side of Waugh Drive allowing eastbound traffic to U-turn to go ›› Roadway and drainage design and westbound, complementing the existing U-turn bridge east of Waugh Drive. construction Additional trees, landscaping, and lighting were provided along Allen Parkway to improve the overall aesthetics of the corridor. Re-alignment of a shared use path that crosses under IH 45 was provided to improve safety related to access to the park.
WALTER P MOORE SERVICES PROVIDED Civil Engineering Rice University CIP and Utility Master Plan Traffic Engineering Houston, Texas Master Planning Drainage Walter P Moore has provided engineering design services to Rice University for more Floodplain Management than 50 years. Services have included campus infrastructure master planning, as well as engineering design for a wide range of buildings. Walter P Moore has worked Utility Planning with Rice University to develop campus master plans for the overall campus and for Street Planning individual systems including a utility master plan, parking master plan, storm water detention master plan, and storm water and wastewater master plan. Walter P Moore OWNER regularly provides updates to these plans. The storm water and wastewater master Rice University plan has been converted into a campus sewer Capital Improvement Plan that is used Joe Buchanan to determine annual campus maintenance projects. Walter P Moore also provided 713.348.6373 civil engineering services in support of the Landscape Framework Plan identifying [email protected] sustainable drainage design options, floodplain management and storm water detention planning. CONSTRUCTION COST Study only Projects under our Master Service Agreement with Rice University include: ›› Rice Campus Master Plan ›› Rice Stadium Waterline PROJECT SIZE Update Replacement 282 acres ›› New North Campus Storm ›› Greenbriar Driveway Sewer Diversion Modifications COMPLETION DATE ›› Chaucer Street Infrastructure ›› Stadium Parking Lot Drive Ongoing Improvements Overlay ›› Allen Center Parking Lot ›› South Quad Sanitary Sewer Improvement ›› Reconstruction of Roadway 1A ›› Rice University Detention Study 2006
WALTER P MOORE SERVICES PROVIDED Civil and Structural Engineering University of Texas Medical Branch – Galveston Utility Master Plan OWNER Galveston, Texas University of Texas Medical Branch – Galveston The University of Texas Medical Branch – Galveston (UTMB Galveston) Campus Kim T. McKay was hit hard by Hurricane Ike, causing severe damage to the campus facilities. 409.772.3551 In response, UTMB Galveston, through an existing general services agreement [email protected] between The University of Texas Office of Facilities Planning and Construction and Walter P Moore, authorized a study to identify mitigation strategies for the campus. CONSTRUCTION COST Walter P Moore provided civil engineering and structural diagnostics for the study Study only that addressed the main campus in Galveston, off campus facilities in Galveston, and the new Victory Lakes Campus in League City. COMPLETION DATE 2010 As a part of this study, Walter P Moore developed a master plan report describing Facility mitigation design is the flood risk to each building, a set of recommendations for mitigation and future ongoing protection for the buildings, and a set of guiding principles to help establish how reconstruction and new construction should address pre-disaster mitigation. The PROJECT SIZE intent of this report was to address mitigation measures that would protect the 350 acres campus facilities from catastrophic damage from a similar or greater hurricane event.
Walter P Moore provided civil and structural engineering services for the repair of the damaged buildings providing these services for all four packages, infrastructure, healthcare, research, and academic facilities. Civil design services included utility relocations, flood protection, subsurface water intrusion, and roadway and drainage repair.
WALTER P MOORE SERVICES PROVIDED Civil Engineering Bagby Street Context Sensitive Redevelopment Traffic Engineering Houston, Texas Transportation Engineering Walter P Moore designed plans for the reconstruction of approximately 3,500 LF
OWNER of Bagby Street from St. Joseph Parkway to Tuam Street and for approximately Midtown Redevelopment 750 LF of Pierce Street from Baldwin Street to Brazos Street. Bagby Street is a Authority major collector that connects Downtown Houston to southbound US 59 and it also Matt Thibodeaux includes a vibrant business and pedestrian life. The main challenge for this project 410 Pierce St #355 was effectively balancing the need to move traffic while improving the business and Houston, Texas 77002 pedestrian environment. The solution included block by block analysis of the street 713.526.7577 to determine the appropriate context sensitive solutions. [email protected] The project included Low Impact Development; complete pavement reconstruction; four signal designs; full utility analysis and replacement of storm sewer, waterline, COMPLETION DATE and sanitary sewer; pedestrian enhancements; on-street parking; context sensitive 2013 solutions; landscaping; illumination; and extensive utility coordination. The project was designed for the City of Houston and Midtown Tax Increment Reinvestment PROJECT SIZE Zone (TIRZ) #2. By utilizing the concepts, typical techniques, and practices of Low 3,500 LF Impact Development, this project achieved Silver Certification as the first Greenroads Project in Texas. CONSTRUCTION COST $9.6 million
WALTER P MOORE SERVICES PROVIDED Traffic Engineering Traffic Signal Upgrades at Various Intersections Intelligent Transportation Systems Plano, Texas
Walter P Moore provided design services for traffic signal improvements at 20 CLIENT REFERENCE intersections for the City of Plano. The design included two advanced vehicle Matthew Tilke, PE detection subsystems and an adaptive traffic signal control system. Three Senior Traffic Engineer intersections utilize radar for advanced vehicle detection, while 17 intersections use City of Plano wireless magnetometer vehicle detection for advanced detection system. 972.941.5245 [email protected] Walter P Moore conducted an extensive marketplace assessment of adaptive signal control systems and worked closely with the various traffic signal control system CONSTRUCTION COST vendors to defined system requirements, components, and installation details needed $1.1 million to successfully design and implement the system. The City of Plano was appreciative of the commitment and ownership Walter P Moore took during the design process. COMPLETION DATE 2017 The project was funded by TxDOT and therefore followed TxDOT standards and format. Additionally, TxDOT requested three separate design packages be merged PROJECT SIZE into a single PS&E (procurement) package. Walter P Moore worked closely with 20 Intersections TxDOT and two other consultants to accomplish this request.
WALTER P MOORE SERVICES PROVIDED Traffic Engineering City of Huntsville Traffic Calming Study Huntsville, Texas
OWNER Walter P Moore conducted a traffic calming study for three streets in Huntsville, Y.S. “Ram” Ramachandra, P.E., CFM, City Engineer Texas. Segments of three separate streets, each about 1,800 feet long, were City of Huntsville included in the study. The study assessed existing pedestrian conditions and 936.294.5760 developed options for pedestrian improvements along the streets, all of which were under consideration for transfer from the City of Huntsville to Sam Houston State [email protected] University (SHSU).
COMPLETION DATE Study goals included sidewalk and sign inventory, identification of deficiencies 2015 in existing sidewalks, signing, and pavement markings, and development of options for street treatments to enhance pedestrian comfort and safety without PROJECT SIZE undue degradation to vehicle mobility. General categories for improvements Three separate streets, included maintenance of existing installations, low-cost improvements, and major approximately 1,800 feet each improvements that can be achieved as part of major future capital projects in the area. We developed cross section alternatives along SHSU corridors, establishing a network of comfortable bike lanes. The study was conducted to be compatible with the SHSU long range plan, which included closure of parts of the streets in the study area.
WALTER P MOORE SERVICES PROVIDED Traffic Engineering FM 830 Traffic Study Conroe, Texas
CLIENT Walter P Moore performed a traffic study along a 2.5-mile section of FM 830 from Jointly funded by the City of Conroe and The Woodlands SH 75 to Old Montgomery Road. The purpose of the study was to examine the Development Company existing traffic conditions along this section of FM 830, as well as running future traffic scenarios based on planned commercial and residential developments in the areas adjacent to the corridor. After developing a baseline scenario of exiting CONSTRUCTION COST traffic conditions along the corridor, Walter P Moore transportation planners and $46,000 traffic engineers worked with the private property owners, City of Conroe, and Montgomery County to obtain plans for future development. The projected future COMPLETION DATE growth was applied to Synchro traffic models of each of eight major intersections September 2016 within the project limits to determine the future traffic impacts caused by the planned development.
The traffic models were used to help the City of Conroe plan for future capital projects to widen the roadway from the existing 2-lane section to a future condition of a four-lane boulevard section. The traffic analysis performed by Walter P Moore will be used by the City of Conroe to pursue grant funding from the Houston- Galveston Area Council to assist with the future improvements to FM 830.
WALTER P MOORE SERVICES PROVIDED Traffic Engineering Houston Downtown District Major Thoroughfare Transportation Planning and Freeway Plan Houston, Texas OWNER Houston Downtown In 2013, the City of Houston opened a period of review and comment for the Management District Major Thoroughfare and Freeway Plan (MTFP). The MTFP designates corridors throughout the city into freeways, thoroughfares, collectors, local streets and similar COMPLETION DATE designations based on a number of criteria including traffic counts, available right- On-going of-way, length of roadway, etc. These designations have a significant impact on the opportunities for development and redevelopment of parcels along each corridor.
The Houston Downtown Management District engaged Walter P Moore to perform a study to address potential reclassification of downtown corridors. The study resulted in recommendations for higher (or lower) designations for each major corridor in downtown. The Houston Downtown Management District can use these recommendations to further discuss future changes in the MTFP with the City.
WALTER P MOORE SERVICES PROVIDED Traffic Engineering Springwoods Village Traffic Signal Design Spring, Texas
OWNER Walter P Moore provided comprehensive traffic engineering services for this large, Keith D. Simon new, mixed-use development. Work included the design of more than 20 new traffic Coventry Development Corporation signals including one traditional diamond and one spread diamond. Work also 720.279.2581 includes signal timing, solicitation and procurement assistance, and construction phase services. This project required coordination with Harris County and TxDOT regarding the installation and maintenance of the signal system. COMPLETION DATE 2015
WALTER P MOORE WHO WE ARE
Walter P Moore is an international company of engineers, architects, innovators, and creative people who solve some of the world’s most complex structural and infrastructure challenges. Providing structural, diagnostics, civil, traffic, parking, transportation, enclosure, and construction engineering services, they design solutions that are cost- and resource-efficient, forward-thinking, and help support and shape communities worldwide. Founded in 1931 and headquartered in Houston, Texas, Walter P Moore‘s 600+ professionals work across 18 U.S. offices and five international locations.
ATLANTA FORT WORTH OKLAHOMA CITY TORONTO AUSTIN HOUSTON ORLANDO TULSA CALGARY KANSAS CITY PANAMA CITY VANCOUVER 800.364.7300 DALLAS LAS VEGAS PUNE WASHINGTON, D.C. WWW.WALTERPMOORE.COM DURHAM LOS ANGELES SAN FRANCISCO THE WOODLANDS EL PASO NEW YORK CITY TAMPA
IX 5
APPENDIX 5
APPEND Supporting Materials for
CAS Group Firm Profile CAS Group LLC is a consulting firm that provides expertise in support of urban planning and infrastructure projects across the US and around the globe. Our team of experienced staff is drawn from allied professions to bring a unique understanding of the social, regulatory, technical, financial, and practical considerations that are key to a project's success. We bring a principled, innovative yet practical, and results-oriented approach to each project. CAS Group was established in 2010 by its founder and President, Jennifer Lindbom, AICP, and is based in The Woodlands, TX. The firm has two main practice areas:
• Planning & Public Engagement services encourage participation of residents and stakeholders in a variety of urban planning, policy making, and development projects. Sectors served include visioning, disaster recovery and reconstruction, economic and industrial development, community development, transit and transportation, and more. • Infrastructure & Technical services cover all phases of infrastructure development from concept to completion. CAS Group has capabilities to handle both marine and land-based projects from feasibility studies and site selection, to contract and concession negotiations, program management, and construction supervision. CAS Group has participated in projects across the United States and internationally for both private and public clients. The firm has proven tools and techniques that are tailored to the specific needs and objectives of each project. We work collaboratively and creatively with our clients, stakeholders, and the community to ensure our services help to build consensus, produce sound plans and policies, and generate support for implementation. CAS Group has the experience and expertise to develop the appropriate public engagement tools for different audiences. We also have proven outreach and publicity techniques to generate awareness, interest, and participation. One of CAS Group's unique strengths is its ability to integrate and balance public and stakeholder input with complex project considerations (technical, financial, and regulatory). As a privately-owned consulting firm, CAS Group can focus on each client’s unique needs, respond quickly and effectively, and take on projects big and small. CAS Group is a certified DBE/WBE/SBE/HUB enterprise in Texas. CAS Group is dedicated to your project’s success and we deliver.
Key Project Personnel . Jennifer K. Lindbom . Nataly Blumberg
STAFF BIOS Jennifer K. Lindbom, AICP | President | CAS Group LLC Jennifer Lindbom, AICP, President and Founder of CAS Group LLC, has more than 20 years of diverse domestic and international experience in public engagement, project management, urban planning, strategic planning, development, and post-disaster community recovery planning. She is a Certified Planner Professional with the American Institute of Certified Planners. Ms. Lindbom successfully managed numerous physical and strategic planning efforts and project teams from initial project design to plan development and implementation in a variety of complex environments from economic zones to cities and multi-jurisdictional regions. She has extensive experience in public engagement, visioning, comprehensive planning, regional planning, local governance, capacity building, demographic and socioeconomic research and analysis, physical profiling, training design and implementation, monitoring and evaluation, and sustainability. Ms. Lindbom has specialized skills in organizational development, meeting facilitation, participatory methods, and consensus building. Ms. Lindbom played a significant role in the following projects, many of which were defined by challenging and sensitive public engagement needs: post-Superstorm Sandy community reconstructions planning, NY; long term flood recovery plan, Nashville, TN; post-Katrina recovery plan, LA; post-9/11 recovery and rebuilding public engagement process, NY metro region; comprehensive plans for Amherst, MA and Kona, HI; visions and strategic plans for Houston, TX, Champagne, IL, Aiken, SC, Manatee County, FL, and Baltimore, MD; growth plan for Central Ohio Region; charrettes for Alexandria, VA and Fort Wayne, IN; and two local government technical assistance and training programs, Philippines. The vision and strategic plan for Houston, TX – entitled BLUEPRINTHOUSTON – provides good parallels with the governance initiative underway by The Woodlands. In 2003, Ms. Lindbom was a member of the consultant team that designed the public process to identify the vision, values, and priorities Houstonians shared. More than 2,500 Houston residents attended 10 public meetings to engage in a dialogue on the need to comprehensively plan for the future of Houston addressing the interdependent issues of economy, environment, and community. Ms. Lindbom’s responsibilities at the time included: project coordination; manage committees; event planning; design, training, and facilitation of public involvement activities; and report preparation. The results of this process – The Citizen’s Agenda –helped lay the foundation for Houston’s first General Plan, which was adopted in 2015.
Nataly Blumberg | Public Affairs Specialist Nataly Blumberg has 20 years of Public Relations and Event Management experience, including media relations, issue campaigns, social marketing, strategic communications development, crisis management, and public involvement. Industry publications have recognized both hyper-local and national initiatives. Ms. Blumberg has a track record of taking a holistic approach for each project. She has successfully developed highly creative and effective outreach plans and strategic communications messaging beginning with plan development to execution and final campaign reporting. She is highly skilled in building all forms of materials, both digital and physical, including press releases, media alerts, custom database management of media outlets, websites development, social media posts, videos and hashtags. She understands the importance of balancing the needs and goals of project partners, while maintaining a tight budget and timeline. Efforts strongly encourage a team approach to maximize project success rates.
Jennifer K. Lindbom, AICP President
WWW.CASGROUPLLC.COM BIO
EDUCATION PUBLIC ENGAGEMENT AND URBAN PLANNING SPECIALIST WITH EXTENSIVE Master of Urban Planning EXPERIENCE IN GOVERNANCE, COMMUNITY DEVELOPMENT, INFRASTRUCTURE, New York University AND DISASTER RECOVERY & RESILIENCY Robert F. Wagner Graduate School Jennifer Lindbom, AICP, President and Founder of CAS Group LLC, has more of Public Administration Bachelor of Arts, cum laude than 20 years of diverse domestic and international experience in public New York University engagement, project management, urban planning, strategic planning, development, and post-disaster community recovery planning. She is a Certified Planner Professional with the American Institute of Certified PROFESSIONAL REGISTRATION Planners. American Institute of Certified Ms. Lindbom successfully managed numerous physical and strategic Planners (AICP) planning efforts and project teams from initial project design to plan development and implementation in a variety of complex environments from economic zones to cities and multi-jurisdictional regions. She has extensive experience in public engagement, visioning, comprehensive planning, regional planning, local governance, capacity building, demographic and socioeconomic research and analysis, physical profiling, training design and implementation, monitoring and evaluation, and sustainability. Ms. Lindbom has specialized skills in organizational development, meeting facilitation, participatory methods, and consensus building. She also has excellent presentation, communication, and technical writing skills.
SELECTED PROJECTS AND EXPERIENCE (CHRONOLOGICAL ORDER) New Salem Harbor Station, Salem, MA, USA| 2014-Present NextGenNYCHA, NY, NY, USA |2014 NY Rising Community Reconstruction Program, Nassau County, NY, USA |2013 – 2014 Long Term Recovery Plan, Nashville / Davidson County | September 2010 – January 2011 Khalifa Port and Industrial Zone (KPIZ) Master Plan, Abu Dhabi, UAE | June 2007 – May 2009 Petrochemical City & Marine Terminal Pre-Feasibility Assessments, UAE | Oct 2008 – Feb 2009 Workforce Accommodation Strategy Study, Taweelah, Abu Dhabi, UAE | Nov 2007 – May 2009 Master Plan, Amherst, Massachusetts – Planning Amherst Together |June 2006 – May 2007 Vision and Strategic Plan, Columbia, Missouri – Imagine Columbia’s Future | Sept 2006 – May 2007
CAS Group LLC | 2219 Sawdust Road, Suite 1603 | The Woodlands TX 77380 | Tel: 832.823.5099 | Fax: 832.415.0595 | www.casgroupllc.com
Long-Term Recovery Planning, Louisiana | Dec 2005 Kona Community Development Plan (CDP), Kona, HI|Oct 2005 – May 2007 Vision and Strategic Plan, Champaign County, IL – big. small. all. | Aug 2005 – Mar 2007 Framework Plan, Orange County, FL | June 2005 – Dec 2005 Downtown Charrette, Fort Wayne, IN – BlueprintPlus | April 2005 – Oct 2005 Comprehensive Plan, Dublin, OH | Feb 2005 – May 2007 Strategic Investment Plan, Prairie Village, KS – Village Vision| Jan 2005 – May 2007 Vision and Strategic Plan, Aiken County, SC – Together Aiken County | Oct 2004 – Aug 2005 Housing Plan, Lancaster County, PA – CHOICES | Sept 2004 – Aug 2005 Charrette for John Carlyle Square, Alexandria, Virginia |July 2004 – Dec 2004 Access and Circulation Study, Chinatown, New York, NY |June 2004 – Sept 2004 Public Participation, Brooklyn, NY |May 2004 – Feb 2005 Recreation and Leisure Assessment, Shaker Heights, OH | April 2004 – Oct 2004 Regional Growth Strategy, Central Ohio – Regional Connections | Nov 2003 – May 2007 Comprehensive Plan, Allen County, IN – Plan it Allen! |Nov 2003 – May 2007 Comprehensive Plan, Central Lancaster County, PA – Growing Together | July 2003 – Dec 2005 Vision and Strategic Plan, Houston, TX – BLUEPRINTHOUSTON | Jan 2003 – June 2003 Vision and Implementation Plan, Manatee County, FL – Imagine Manatee | Sept 2002 – Mar 2004 Public Participation, New York, NY – Imagine NY | Feb 2002 – Dec 2002 Vision and Strategic Plan, Baltimore Region, MD – Vision 2030 | Feb 2002 – Sept 2002 Vision and Growth Plan, Cincinnati Region, OH – Where do we grow from here? | Feb 2002 – Jan 2003 Subic Bay Area Municipal Development Program (SBAMDP), Philippines | Feb 2001 – June 2001 Comprehensive Planning Technical Training Program, Philippines – COMPASS | Apr 1999 – Oct 2000
WORK HISTORY President, CAS Group LLC | www.casgroupllc.com | 2010 – Present | The Woodlands, TX, USA Manager – Urban Planning Department, Abu Dhabi Ports Company (ADPC) | 2007 – 2009 | United Arab Emirates Associate / Senior Urban Planner, ACP Visioning and Planning, Ltd. | 2002 – 2007 | New York, NY, USA Municipal Development Specialist, Subic Bay Area Municipal Development Program (SBAMDP) | 2001 | Philippines Director, Comprehensive Municipal Planning Assistance Program (COMPASS), Southern Leyte Provincial Planning & Development Office | 1998 – 2001 | U.S. Peace Corps Philippines
JENNIFER K. LINDBOM, AICP | PAGE 2
Nataly Blumberg Public Affairs Specialist
WWW.CASGROUPLLC.COM BIO
EDUCATION HIGHLY EFFICIENT, RESOURCEFUL PUBLIC RELATIONS, MARKETING, AND OUTREACH Bachelor of Arts PROFESSIONAL. RESULTS DRIVEN AND RELIABLE. New York University Nataly Blumberg has 20 years of Public Relations and Event Management College of Arts and Science experience, including media relations, issue campaigns, social marketing, strategic communications development, crisis management, and public PROFESSIONAL ASSOCIATIONS involvement. Industry publications have recognized both hyper-local and Public Relations Society of national initiatives. America (PRSA) The Association for Women Ms. Blumberg has a track record of taking a holistic approach for each in Communications project. She has successfully developed highly creative and effective outreach plans and strategic communications messaging beginning with plan development to execution and final campaign reporting. She is highly AWARDS skilled in building all forms of materials, both digital and physical, including MarCom Award Winner press releases, media alerts, custom database management of media PRSA Bronze Anvil Award Three time recognition in PR outlets, websites development, social media posts, videos and hashtags. Week for outstanding She understands the importance of balancing the needs and goals of campaigns project partners, while maintaining a tight budget and timeline. Efforts Two time recognition in PR strongly encourage a team approach to maximize project success rates. News for outstanding CAMPAIGNS EXPERTISE PUBLIC AFFAIRS & ENGAGEMENT | Clear, transparent PUBLICATIONS communications are essential for increasing awareness, providing PR Week residents and stakeholders with information, generating good will, PR News and the timely completion of a project. Ms. Blumberg develops and executes community outreach programs that generate meaningful participation, encourage open dialog and meet community needs. PUBLIC OUTREACH, MEDIA OUTREACH, & MATERIALS | Outreach is the cornerstone for all communications. Elements of communicating effectively include: identifying target audiences, press releases, media alerts, public service announcements, and article development and placement. Additional services include website creation, brochure copy and design, engaging PowerPoint presentations, and marketing plans. EVENT MANAGEMENT | Creative and meaningful events generate the highest level of results. Ms. Blumberg manages all sizes of events, and works closely with team members to develop program concepts and venue selection. She also manages all event logistics including audio/visual, graphic elements, invitation management, registration, photography, and budget.
CAS Group LLC | 2219 Sawdust Road, Suite 1603 | The Woodlands TX 77380 | Tel: 832.823.5099 | Fax: 832.415.0595 | www.casgroupllc.com
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CURRICULUM VITAE December, 2017
ROBERT M. STEIN Lena Gohlman Fox Professor of Political Science Rice University Houston, Texas 77251 713-348-2795 Email: [email protected]
Place of birth: New York, N.Y.
Married, two children
Education
B.A., Ohio Wesleyan University, Delaware, Ohio, 1972.
M.A., University of Wisconsin-Milwaukee, Milw., Wisc., 1974
Ph.D., University of Wisconsin-Milwaukee, Milw.,Wisc., 1977
Fields of Specialization
Elections and election administration, Federalism and intergovernmental relations, state and local government, urban politics and public policy.
Teaching Positions
Lena Gohlman Fox Professor of Political Science, 1996
Administrative positions
Faculty Director, Center for Civic Engagement, Rice University 2007- present
Dean, School of Social Sciences, Rice University, 1996 - 2006
Director, Rice Institute of Policy Analysis Public Opinion Poll, 1983-present.
Political analyst, KHOU-TV, Houston, Tx. 1983- present
Research Grants and Contracts
2016 City of Houston Citizen Survey, September 2016-January 2017, City of Houston, $23,500
Prioritizing and selecting bridge management actions for heightened truck loads and natural hazards in light of funding allocation patterns, National Science Foundation, September 2012 - August, 2015. co-PI ($1.2 million)
Robert M. Stein Page 2 Department of Political Science
Phase 2 Development and enhancement of online storm risk calculator tool for public usage , City of Houston, Office of Public Safety and Homeland Security, November, 2012 - June 2013. co-PI ($189,000)
NetSE: Large Urban-Scale Polymorphic Wireless Networks: Community-Driven Assessment, Design and Access, National Science Foundation, September 2010-2013, co-PI ($1.9 million)
Development and enhancement of online storm risk calculator tool for public usage , City of Houston, Office of Public Safety and Homeland Security, January, 2011 - June 2011. co-PI ($309,000)
Independent Response of Complex Urban Infrastructures Subjected to Multiple Hazards, National Science Foundation, October 2007 – October 2010, co-PI ($20,000)
Program evaluation, City of Houston, SAFEclear, traffic incident management program, July 2006-January 2008. PI ($20,000)
Program evaluation, City of Houston, SAFEclear, traffic incident management program, February 2005-December 2005. PI ($20,000)
The Changing Structure of Federal Aid and the Politics of the Electoral Connection. Funded by the National Science Foundation 2001-2002. SES0095997 Co-PI, January 2001-January 2003. PI ($230,000)
Greater Harris County 9-1-1 Emergency Network Data Archive and Analysis January, 2000- January 2001. PI ($15,000)
Contracting for Municipal Services. Funded by the U.S. Advisory Commission on Intergovernmental Relations. January, 1986-1990.PI
Relevant Books
Urban Alternatives: Public and Private Markets in the Provision of Local Services, Pittsburgh Press, 1990.
Relevant Articles
“The social and private benefits of preparing for natural disasters,” International Journal of Mass Emergencies and Disasters. 32:459-483 (August 2014), with Birnur Buzcu-Guven, Leonardo Dueñas-Osorio, Devika Subramanian.
“Building and validating geographically refined hurricane wind risk models for residential structures,” Natural Hazards Review, 15(3):1-10 (November 2014), with Devika Subramanian, Leonardo Dueñas-Osorio, Josue Salazar
"How risk perceptions influence evacuations from hurricanes and compliance with government directives," Policy Studies Journal, 41(2):319-341 (April 2013), with Birnur Buzcu-Guven, Leonardo Dueñas-Osorio, Devika Subramanian, and David Kahle
"Engineering-based hurricane risk estimates and comparison to perceived risks in storm-prone areas," Natural Hazards Review, 13(1):1-12 (Spring 2012). with Leonardo Duenas-Osorio, Devika Subramanian and Birnur Girnur.
"Interface network models for complex urban infrastructure systems." Journal of Infrastructure Systems, 17(4): 138-150 (2011), with Winkler, J., L. Dueñas-Osorio, R. Stein, and D. Subramanian.
Robert M. Stein Page 3 Department of Political Science
“Performance assessment of topological diverse power systems subjected to hurricane events,” Reliability Engineering and System Safety, 95:323-336. (April 2010). with James Winkler, Leonardo Duenas-Osorio and Devika Subramanian.
“Who is Held Responsible When Disaster Strikes? The Attribution of Responsibility for a Natural Disaster in an Urban Election,” Journal of Urban Affairs, 28:43-54 (2006) with Kevin Arceneaux.
“Privatization and the Arrangement of City Services,” Estudios De Economia, 23:323 (August, 1996)
"Arranging City Services," Journal of Public Administration: Research and Theory 3:66-93 (January, 1993).
"Alternative Means of Delivering Municipal Services: 1982-1988," Intergovernmental Perspective. 19:27-30 (Winter, 1993).
"The Budgetary Effects of Municipal Service Contracting: A Principal-Agent Explanation," American Journal of Political Science. 34:471-502 (May, 1990).
"Regional Planning Assistance: Its Distribution to Local Governments and its Relationship to Local Grant Getting," The Journal of the American Institute of Planners, 43:871-891 (July, 1977) With B. Hawkins.
Chapters in edited volumes
”Local Services, Provision and Production,” in Encyclopedia of Public Administration and Public Policy, New York, Marcel Dekker, 2003: 734-748.
”The Politics of Revenue and Spending Policies,” in John Pelissero, ed. Cities, Politics,and Policy. Washington, D.C.: CQ Press. 2002:217-236.
“Devolution and the Challenge for Local Governance,”, in Ronald E. Weber and Paul Brace, eds. Change and Continuity in American State and Local Politics New York, Catham House. 2000:21-33
"Contracting for Municipal Services," in P. Seidenstat, S. Hakim and G. Bowman eds. Privatization of the Justice System, McFarland and Co. Publishers. 1992: 82-107, with Delores Martin.
"Urban Public Policy Under Fiscal Stress: A Comparison of Spending and Employment Decisions," pp. 111-144, in Mark Gottdiner (ed.) Cities Under Fiscal Stress, Sage, 1986 with M. Neiman and E. Sinclair.
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TAYLOR WHITE
FOUNDER/PRINCIPAL
CAREER SUMMARY Experienced Founder with a demonstrated history of working in the marketing and advertising industry. Skilled in Search Engine Optimization (SEO), Marketing Management, User Experience, Integrated Marketing, and Inbound Marketing. Strong education professional with a MBA focused in Marketing Management 281-389-6066 and Entrepreneurship from Baylor University.
[email protected] FOUNDER & PRINCIPAL / ADWHITE The Woodlands, TX / October 2002- Present 15 years 3 mos
Manages the daily operations of adWhite- an inbound marketing firm Linkedin.com/in/taylor-white-7954b1 located in The Woodlands, Texas. Oversees team of 11 employees that primarily serve small to mid-size businesses, and offer an extremely “hands on” approach to solving marketing problems. The Woodlands, TX, 77382 Established in 2003, adWhite specializes in online and digital marketing, with an emphasis on the inbound marketing philosophy. We manage EDUCATION strategic communications initiatives for clientes within various sectors.
Texas Christian University At adWhite, we work with clients to develop and execute an ongoing BS, Journalism inbound marketing strategy that pulls prospects toward your website and Advertising & Public Relations converts them into clients. Our primary activities include: keyword research, 1990-1994 blogging, email marketing, search engine optimization, social media promotion, long-tail keyword landing pages, lead nurturing and more. In Baylor University addition, adWhite has deep experience in all aspects of marketing and MBA, Marketing advertising, including logos and corporate identity, print collateral and ads, 2000-2002 search engine marketing and more. Our team understands the importance of aligning your marketing activities across all channels.
Prior to forming adWhite, Taylor spent five years as the Vice President of Marketing for Source One Spares — an aftermarket supplier of spare parts Search Engine Optimization for commercial aircraft. Before Source One, he held various account management and media positions for leading marketing firms in the Dallas Project Management area over a five year period such as Aegis Communications, Brierley & Partners and Temerlin McClain Advertising, working with clients such as Strategic Planning AT&T, Blockbuster, GTE, Long John Silver’s and United Airlines.
Creative Concepting Taylor is active in the community serving on numerous advisory committees and boards and remains involved in several other local companies that he Website Design has founded on his own or with others. Digital Strategy
Inbound Marketing
LAUREN TRICE
DIRECTOR OF MARKETING & PUBLIC RELATIONS
CAREER SUMMARY Marketing and Public Relations professional with 12+ years of experience, strong analytical skills, and a belief in the power of holistic marketing campaigns. I am an innovative, creative, and strategic communications and marketing professional that utilizes emerging technology to flip the script on traditional strategies for 832-610-5995 creative storytelling.
[email protected] WORK EXPERIENCE
SENIOR ACCOUNT MANAGER / ADWHITE Linkedin.com/in/lauren-trice The Woodlands, TX / 2017 • Manages marketing strategy, analytics and public relations for 8 client accounts. • HubSpot Certified in: Client Management, Content Marketing, Delivering The Woodlands, TX, 77380 Client Success, Sales Enablement, Inbound Methodology, Inbound Sales, and Marketing Software. EDUCATION • Responsible for digital strategy and campaings for each client.
BACHELOR OF SCIENCE DIRECTOR OF MARKETING & DEVELOPMENT – THE WILL HERNDON Interdisciplinary Studies RESEARCH FUND / BEYOND BATTEN DISEASE FOUNDATION Advertising & Public Relations Austin, TX / Dec 2016 - 2017 • Responsible for digital strategy and overall campaign brand awareness University of Houston – Downtown through the following: SEO, e-mail marketing, print, press releases, in- December 2007 kind advertising partnerships, and paid social media targeting. • Coordinate logistics for large-scale events with more than 900 guests in SOFTWARE SKILLS attendance that require high levels of customer privacy. Adobe Acrobat Pro • Managed the communications, budgets, logistics, and sponsorships for a $2.5-million-dollar fundraising campaign. Adobe Spark • Managed all public relations with corporations, donors and media. Illustrator / Photoshop CC Served as education advisor for the Greater Houston area. Salesforce CRM • Developed a capital campaign to add $100,000 to our bottom line. MS PowerPoint / Excel / Word SharePoint CORPORATE MARKET DIRECTOR / AMERICAN HEART ASSOCIATION Houston, TX / Oct 2014 - Dec 2016 HubSpot • Responsible for securing all sponsorships, managing communications, Prezi and event planning for an audience of 4-5K people. Tableau • Led Executive Leadership Team comprised of 20 C-Suite professionals, Google Analytics / AdWords and reported results directly to Board of Directors. Greater Giving • Managed video production/storyboard for survivor campaign video. • Operated within both B2C and B2B marketing platforms. Donor Perfect • Secured 19 million media impressions for the Heart Walk in 2015, up QuickBooks from 14 million in 2014. WordPress • Responsible for securing $455,000 event dollars, and exceeded goal. Slack
LAUREN TRICE
DIRECTOR OF MARKETING & PUBLIC RELATIONS
EXPERIENCE CONTINUED
832-610-5995 SOCIAL MEDIA ACCOUNT MANAGER / WEDDING SPARROW United Kingdom (Remote) / June 2015 – Nov 2016 [email protected] • Managed accounts for multi award winning fine art wedding inspiration blog with over 2.4 million page views per year. • Became well versed in Facebook Insights, Google Analytics, and social Linkedin.com/in/lauren-trice media. • Organized collaborations with fine art curation members and photographers, making lasting relationships and further publicizing the Wedding Sparrow name. The Woodlands, TX, 77380 • Wrote, proofread, and revised digital copy for sponsored posts on all
social media channels. EXPERTISE BUSINESS DEVELOPMENT MANAGER / THE WOODLANDS TOWNSHIP Brand Management The Woodlands / 2014 SEO / SEM • Responsible for a $316,000 goal for sponsorships, and hit 123% of goal. • Managed the cooperative advertising campaigns, and represented The Public Relations Woodlands on Great Day Houston. • Reported quarerly to the Township Board of Directors concerning all SaaS government / community relations. Social Media Management • Responsible for cultivating new leads, while managing existing relationships within the community. Digital Strategy
AWARDS LEADERSHIP
NATIONAL ROME BETTS AWARD OF EXCELLENCE Professional Member of the United Way – Women’s Leadership American Heart Association American Marketing Association Council (WLC) – Women Who Rock 2016 (AMA) Committee Member 2017 2015-2016 OUTSTANDING ACHIEVEMENT HEART WALK Leadership Montgomery County Graduate of Leadership American Heart Association Volunteer Photographer Montgomery County (LMC) 2015-2016 2016-2017 2015
OUTSTANDING ACHIEVEMENT HEART WALK Montgomery County Marketing Team Lead of Keep US American Heart Association Development Professionals Fed, A project of Keep Austin Fed Association Member and LMC 2014-2015 2015-2017 2015
IX 8
APPENDIX 8
APPEND Supporting Materials for
Blake Hudson, Professor of Law, University of Houston Law Center (http://www.law.uh.edu/faculty/main.asp?PID=5214)
Blake Hudson is an expert in property and land use law, who, through his scholarship and consulting, assesses the broader policy implications of institutional arrangements and governance mechanisms for land management. These institutional arrangements range from zoning schemes or other potential regulatory controls over property and land use to private contracts between parties regarding land uses (restrictive covenants, etc.). Blake Hudson curriculum vitae BLAKE HUDSON 281-713-0222 ~ TUII-120, 4604 Calhoun Rd, Houston, TX 77004 [email protected] or [email protected]
ACADEMIC APPOINTMENTS Permanent Appointment University of Houston Law Center, Houston, TX, 2017-present Professor of Law Faculty Affiliations University of Montevallo, Montevallo, AL, 2011-present Visiting Professor of Environmental Studies LSU College of the Coast & Environment, Baton Rouge, LA, 2017-present LSU School of Renewable Natural Resources, Baton Rouge, LA, 2017-present Instructor of Environmental Sciences (adjunct status) Past Appointments Louisiana State University, Baton Rouge, LA, 2012-2017 LSU Law Center, Professor of Law, Joint Appointment Burlington Resources Professor in Environmental Law Edward J. Womac, Jr. Professor in Energy Law Director, John P. Laborde Energy Law Center (2015-2017) LSU College of the Coast & Environment, Professor, Joint Appointment LSU School of Renewable Natural Resources, Adjunct Professor of Law and Policy Stetson University College of Law, Gulfport, FL, 2009-2012 Assistant Professor of Law
COURSES ~ Property Law ~ Environmental Law & Policy ~ Natural Resources Law & Policy ~ International Environmental Law & Policy ~ Water Law & Policy ~ Disaster Law & Policy ~ Energy Law & Regulation ~ Ocean and Coastal Law & Policy
PROFESSIONAL EXPERIENCE Associate, Baker Botts, LLP, Houston, TX, 2007-2009 (Summer Associate, 2006) Summer Associate, Alston & Bird, LLP, Atlanta, GA, 2005, 2006 Legal Assistant, Sullivan & Cromwell, LLP, New York, NY, 2003-2004
SCHOLARSHIP Academic Books:
Routledge Handbook of the Study of the Commons, Editor, with Jonathan Rosenbloom and Dan Cole, ABINGDON, UK: ROUTLEDGE/TAYLOR & FRANCIS (forthcoming 2018)
Constitutions and the Commons: The Impact of Federal Governance on Local, National, and Global Resource Management, WASHINGTON, D.C.: RFF PRESS/EARTHSCAN (2014) Casebooks:
Natural Resources Law: Private Rights and the Public Interest, with Eric Freyfogle and Michael Blumm, EAGAN, MN: WEST ACADEMIC PUBLISHING (2015) Articles:
Curbing Dense Sprawl, 33 NATURAL RESOURCES & ENVIRONMENT (forthcoming)
Consenting to Disaster: Policy-making and Climate Change Denial in the Southern United States, UNIVERSITY OF ARKANSAS-LITTLE ROCK LAW REVIEW (forthcoming) (invited symposium contribution)
Fighting Fire with Fire? Forest Biomass Energy Markets and Southern U.S. Wildfire Mitigation JOURNAL OF ENVIRONMENTAL LAW & LITIGATION (forthcoming) (invited symposium contribution)
Harnessing Energy Markets to Conserve Natural Resources? The Case of Southern U.S. Forests, 44 FLORIDA STATE UNIVERSITY LAW REVIEW (forthcoming)
The Natural Capital Crisis in Southern U.S. Cities, 92 CHICAGO-KENT LAW REVIEW (forthcoming) (invited symposium contribution)
Relative Administrability, Conservatives, and Environmental Regulatory Reform, 68 FLORIDA LAW REVIEW 1661 (2016)
Our Constitutional Commons, with Brigham Daniels, 49 GEORGIA LAW REVIEW 995 (2015)
Institutional Preconditions for Policy Success, 89 TULANE LAW REVIEW 669 (2015)
Realigning Metrics of Economic Well-Being in Housing and Land Use Planning, 54 WASHBURN LAW JOURNAL 575 (2015) (invited symposium contribution)
Moral Obligation and Natural Capital Commons on Private Property, Perspectives on Peter Gerhart’s Property Law and Social Morality, 2 TEXAS A&M JOURNAL OF REAL PROPERTY LAW 239 (2015) (invited symposium contribution)
Structural Environmental Constitutionalism, 21 WIDENER LAW REVIEW 201 (2015) (invited symposium contribution)
Dynamic Forest Federalism, 71 WASHINGTON AND LEE LAW REVIEW 1643 (2014)
Isolated Wetland Commons and the Constitution, with Michael Hardig, 2014 BYU LAW REVIEW 1443 (2014)
Uncommon Approaches to Commons Problems: Nested Governance Commons and Climate Change, with Jonathan Rosenbloom, 64 HASTINGS LAW JOURNAL 1273 (2013)
The American Takings Revolution and Public Trust Preservation: A Tale of Two Blackstones, 5 SEA GRANT LAW AND POLICY JOURNAL 57 (2013) (peer-reviewed, invited symposium contribution)
Federal Constitutions, Global Governance, and the Role of Forests in Regulating Climate Change, 87 INDIANA LAW JOURNAL 1455 (2012)
Federal Constitutions: The Keystone of Nested Commons Governance, 63 ALABAMA LAW REVIEW 1007 (2012)
Fail-safe Federalism and Climate Change: The Case of U.S. and Canadian Forest Policy, 44 CONNECTICUT LAW REVIEW 925 (2012)
Coastal Land Loss and the Mitigation-Adaptation Dilemma: Between Scylla and Charybdis, 73 LOUISIANA LAW REVIEW 31 (2012) (invited symposium contribution)
Climate Change, Forests and Federalism: Seeing the Treaty for the Trees, 82 UNIVERSITY OF COLORADO LAW REVIEW 363 (2011)
Reconstituting Land Use Federalism to Address Transitory and Perpetual Disasters: The Bimodal Federalism Framework, 2011 BYU LAW REVIEW 1991 (2011)
Commerce in the Commons: A Unified Theory of Natural Capital Regulation Under the Commerce Clause, 35 HARVARD ENVIRONMENTAL LAW REVIEW 375 (2011)
Seeing the Global Forest for the Trees: How US Federalism Can Coexist with Global Governance of Forests, with Erika Weinthal, JOURNAL OF NATURAL RESOURCES POLICY RESEARCH 1(4): 353-365 (2009) (peer-reviewed)
The Public and Wildlife Trust Doctrines and the Untold Story of the Lucas Remand, 34 COLUMBIA JOURNAL OF ENVIRONMENTAL LAW 99 (2009)
Is an Exemption from U.S. Groundwater Regulations a Loophole or a Noose?, with Brigham Daniels and Erika Weinthal, POLICY SCIENCES 41(3): 205-220 (2008) (peer- reviewed)
Promoting and Establishing the Recovery of Endangered Species on Private Lands: A Case Study of the Gopher Tortoise, 18 DUKE ENVIRONMENTAL LAW AND POLICY FORUM 163 (2007)
Morphological and Molecular Analysis of Putative Hybrid Speciation in Ceanothus (Rhamnaceae), with T.M. Hardig, P.S. Soltis, & D.E. Soltis, SYSTEMATIC BOTANY 27(4): 734- 746 (2002) (peer-reviewed) Book Chapters:
Moral Limitations on Property Rights as Human Rights, in ENCYCLOPEDIA OF HUMAN RIGHTS AND THE ENVIRONMENT (James R. May & Erin Daly, eds., forthcoming 2019)
Introduction, in ROUTLEDGE HANDBOOK OF THE STUDY OF THE COMMONS (Blake Hudson, Jonathan Rosenbloom, and Dan Cole, eds., forthcoming 2018)
Biomass Feedstocks, in LEGAL PATHWAYS TO DEEP DECARBONIZATION IN THE UNITED STATES, with Uma Outka (Michael Gerrard and John Dernbach, eds., forthcoming 2017)
Fragmented Forest Federalism, in THE LAW AND POLICY OF ENVIRONMENTAL FEDERALISM: A COMPARATIVE ANALYSIS (Kalyani Robbins, ed., Edward Elgar, 2015)
Agriculture and Forestry, in GLOBAL CLIMATE CHANGE AND U.S. LAW (Michael Gerrard and Jody Freeman, eds., American Bar Association, 2d. ed., 2014)
Institutions, Law, and the Political Ecology of Urban Forestry: A Comparative Approach, in URBAN FORESTS, TREES, AND GREEN SPACE: A POLITICAL ECOLOGY PERSPECTIVE (L. Anders Sandberg, Adrina Bardekjian, and Sadia Butt, eds., Earthscan, 2014) Treatise Chapters:
Settlement Policy and Practice as a Centerpiece of the Superfund Program, (§ 9:95), with Steven Leifer, Megan Berge, Michael Heister & Amber MacIver, LAW OF ENVIRONMENTAL PROTECTION, Environmental Law Institute (2008 ed.) Editorial Boards
Sea Grant Law & Policy Journal Peer Reviewer:
Aspen Books Cambridge University Press Earthscan Books Environmental Management Forest Policy and Economics International Environmental Agreements: Politics, Law and Economics International Negotiation Journal of Institutional Economics
Journal of Natural Resources Policy Research Journal of Herpetology Jurimetrics Routledge/Taylor Francis Sea Grant Law & Policy Journal
EDUCATION Duke University School of Law, J.D., with high honors, 2007 ~ Duke Environmental Law and Policy Forum, Submissions/Staff Editor, 2005-2007 Duke University, Nicholas School of the Environment, M.A., 2007 ~ M.A. in Environmental Science and Policy ~ Research Assistant, Professor Erika Weinthal University of Montevallo, B.S. Biology; B.S. History, magna cum laude, 2002 ~ Pre-Law and Political Science Minors ~ National Conference on Undergraduate Research Participant (biology & history)
AWARDS ~ Nathalie Molton Gibbons Young Achiever’s Award for contributions through career and community service (awarded by the University of Montevallo Alumni Association, 2015) ~ Faculty Award for Outstanding Achievement in Property (awarded by the Duke University School of Law, 2007) ~ Algernon Sydney Sullivan Award for character, leadership, and community service (awarded by the University of Montevallo, 2002) ~ Faculty Award, Most Outstanding Student in Major Concentration: Biology (awarded by the University of Montevallo, 2002) ~ Faculty Award, Most Outstanding Student in Major Concentration: History (awarded by the University of Montevallo, 2002)
BAR ADMISSIONS:
Texas, 2008
DIX 9
PEN APPENDIX 9
Letters of Reference AP
Reference letters for HARC are attached
References for EY:
John Hill Chief Financial Officer City of Detroit (313) 224- 3382 [email protected]
(Regarding Atlantic City) Timothy Cunningham Director of Local Government Services State of New Jersey (609) 292-6613 [email protected]
November 28, 2017
Dear The Woodlands Township,
I am writing to recommend The Houston Advanced Research Center (HARC) to conduct The Woodlands Government Incorporation Study. HARC is a highly respected organization that has demonstrated the capability to bring together diverse parties to build collaborative teams that achieve good results.
Most recently we worked with HARC to help create the City of Houston Property Assessed Clean Energy (PACE) region. PACE is a program that has been adopted by over 16 cities and counties across Texas to create a more robust investment environment for energy efficiency and water conservation projects. HARC brought together a team of local private sector stakeholder volunteers that analyzed the feasibility of this local program and provided recommendations on how to develop and implement the region specific to Houston’s business environment. This effort is a nice parallel, although smaller in scale, to what The Woodlands is working to accomplish and demonstrates the ability of HARC to build and lead the teams necessary for success.
HARC has the ability to develop a study that will provide the necessary insight and guidance to help The Woodlands Township make the best decision for its residents. If you would like to discuss further, please do not hesitate to contact me at 512-469-6184.
Sincerely,
Charlene Heydinger Executive Director Keeping PACE in Texas 98 San Jacinto Blvd., Suite 1900 Austin TX 78701
November 27, 2017
Dear The Woodlands Township,
I understand HARC is submitting a proposal to conduct The Woodlands Government Incorporation Study. HARC is a widely respected organization, and since its founding in 1982, it has shown its ability to successfully lead large, complicated projects and bring together diverse teams that are capable and get good results.
The Texas State Energy Conservation Office has recurring, annual contracts with HARC to provide targeted assistance and outreach to Texas cities on energy efficiency related efforts. Specifically, HARC has worked on furthering energy code adoption and compliance, Property Assessed Clean Energy (PACE) and improved utility data access.
We are happy to see HARC pursuing this opportunity and believe that they have the capability to develop a study that gives the appropriate guidance and direction that will allow The Woodlands Township to make the best decision for its residents. I would be happy to discuss further, please do not hesitate to contact me at 512‐ 463‐8352.
Sincerely,
Dub Taylor, Director
Texas State Energy Conservation Office 111 E. 17th Street Austin, Texas 78701 Phone 512.463.1931 Fax 512.475.2569 www.seco.cpa.state.tx.us