CP 2019-02-26
!" #$%&'$( )*+,-.$%/
!"#$)# $**+(( #,+-./
0*11-,,2 3-4$5
6 789:9;6<
0++! &1#21+&3.
!"# $%&' (
,%+/3." #=+67%.7"#>? #>;@A89:;#<0 $%&' (# 4.56+7/
B2CDE#FGE,########################################################################## HI==#HJEK
0."$7#######################################################################################0."$7#<7$#,+5
LCI2EE2#FIEJMJN2ON0I,F################################################E2E P#PIEKHIEK#################################
<(.'+#>#####################################################################################<(.'+#8
QDN#02PN##############################################################################LIMG#02,FDQ
<(.'+#:#####################################################################################<(.'+#?
K2CP#CJRDE#########################################################################02CB#FIHH
<(.'+#S#####################################################################################<(.'+#T
0IBD#H2ER
!"#0.&.1+7
E$! '+# /#4+7+6"#1 U+&#!4.!#!4+# !"# $%&' (#$)#!4+# !"#$)# $**+(( #,+-./#V ((#5++!# &#C+1%(.7#
.((+3#N+// $&#.!#89:;#*W5W#)$7#D-+'%! U+#N+// $& #Q$7X#N+// $&#V ((#)$(($V# 55+3 .!+("#
!4+7+.)!+7 #.&3#C+1%(.7#N+// $&#V ((#6+1 &#.!#T9:;#*W5W #!$#6+#4+(3#.!#,$V&# +&!+7 #>88#DW#
<.7XV."#L$%(+U.73 # $**+(( #,+-./W
2/#.%!4$7 Y+3#6"#N+'! $X@W;T@Z>\[#$)#!4+#,+-./#K$U+7&5+&!# $3+ #!4 /#5++! &1#5."#6+#
'$&U+&+3# &!$#'($/+3#D-+'%! U+#N+// $&#)$7#!4+#*%7*$/+#$)#/++X &1#'$&) 3+&! .(#(+1.(#.3U '+#
)7$5#!4+# !"#2!!$7&+"#$&#.&"#.1+&3.# !+5#( /!+3#4+7+ &W
,4+# !"#$)# $**+((#7+/+7U+/#!4+#7 14!#!$#7+'$&U+&+ #7+'+//#$7#7+.( 1&#!4+#Q$7X#N+// $&#$7#
'.((+3#D-+'%! U+#N+// $&#$7#$73+7#$)#6%/ &+//#.!#.&"#! 5+#*7 $7#!$#.3\\$%7&5+&!W
,4+#*%7*$/+#$)#!4+#5++! &1# /#!$#'$&/ 3+7#!4+#)$(($V &1# !+5/9
@W .((#!$#J73+7
>W
D-+'%! U+#N+// $&########Z ($/+3#!$#!4+#<%6( '\[########@/!#=($$7# $&)+7+&'+#C$$5
N+'! $X@W;T@ #,+-./#K$U+7&5+&!# $3+#O# $&/%(!.! $&#V !4# !"#2!!$7&+"W
=>5?+55>*@ %-A$%/>@A 1*B-@B>$, ,$@/ $?C+>5>B>*@ 5*+BD *E #$%&'$(
)*+,-.$%/2 '-5B *E =-@B*@ 3$1 F*$/"
:WQ$7X#N+// $&#########ZJ*+&#!$#!4+#<%6( '\[########@/!#=($$7# $&)+7+&'+#C$$5
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#"
!"# $%&' (0++! &1#21+&3.=+67%.7"#>? #>;@A
G"=>5?+55>*@ *E GA-@/$ HB-I5"
)"=>5?+55>*@ %-A$%/>@A BD- <JBD F-A+,$% K-A>5,$B>.- GA-@/$"
0"#%-5-@B$B>*@ *@ LM 86:8< 0*I1%-D-@5>.- G@@+$, L>@$@?>$, F-1*%B
N0GLFO"
="=>5?+55>*@ %-A$%/>@A )*@/ H55+$@?- 0$,-@/$%"
!"=>5?+55>*@ %-A$%/>@A ?*,,*?$B>*@ ,>?-@5- $A%--I-@B E*% 5I$,, ?-,,
>@5B$,,$B>*@5"
L"=>5?+55>*@ %-A$%/>@A P,/ 3*'@ I+%$,5"
Q"=>5?+55>*@ %-A$%/>@A $ 1%*1*5-/ R$B+%- !41,*%- 0,$55%**I $B BD-
)>*/>.-%5>B( !/+?$B>*@ 0-@B-%"
C+1%(.7#N+// $&
SWI&U$'.! $&#########T9:;#*W5W
8W<(+31+#$)#2((+1 .&'+
?W 0*@5>/-% $11%*.$, *E $ #%*?,$I$B>*@ D*@*%>@A BD- 0*11-,, Q>%,5 0%*55
0*+@B%( 3-$I E*% '>@@>@A BD- JG SHK TB$B- 0D$I1>*@5D>1"
TW ! Y+&/\]#2**+.7.&'+
^W G@@+$, +1/$B- *@ R*%BD 0-@B%$, 3-4$5 0*+@?>, *E Q*.-%@I-@B5 NR030PQO
!I-%A-@?( #%-1$%-/@-55 G?B>.>B>-5"
AW $&/+&!#21+&3.
0*@5>/-% $11%*.$, *E BD- I>@+B-5U L-V%+$%( 8 2 789"
2W
LW
0*@5>/-% $11%*.$, *E $ 1+%?D$5- E%*I #,$(A%*+@/ T*,+B>*@5 *E 3-4$52
BD%*+AD T*+%?-'-,, 0*@B%$?B R*" 7W7886:K3T2 E*% #,$(A%*+@/ TD$/-
T(5B-I5 $B P,/ 3*'@ TC+$%-2 G,,-@ F*$/2 X+@B-%'**/ $@/ G@/%-' )%*'@
Y-5B #$%&5 >@ BD- $I*+@B *E Z8<82J<W";62 $5 V+/A-B-/\[ $@/ $+BD*%>\\>@A
BD- 0>B( \]$@$A-% B* 5>A@ $@( @-?-55$%( /*?+I-@B5"
W 0*@5>/-% $11%*.$, E*% BD- 1+%?D$5- *E *@- %-1,$?-I-@B /+I1 B%+?& E%*I
X*+5B*@ L%->ADB,>@-%2 .>$ BD- X*+5B*@:Q$,.-5B*@ G%-$ 0*+@?>, NX:QG0O
0*@B%$?B R*" X37J:8<2 E*% BD- #+V,>? Y*%&5 =-1$%BI-@B\[ >@ BD- $I*+@B *E
Z8 W26W "77\[ $5 V+/A-B-/\[ $@/ $+BD*%>\\>@A BD- 0>B( \]$@$A-% B* 5>A@ $@(
@-?-55$%( /*?+I-@B5"
RW 0*@5>/-% $11%*.$, *E $ F-5*,+B>*@ $/*1B>@A $ 0D$1B-% <; T-%.>?- #*,-
0*,,*?$B>*@ GBB$?DI-@B K>?-@5- GA%--I-@B L*%I\[ 1%*.>/>@A $+BD*%>\\$B>*@
E*% +5- $@/ -4-?+B>*@ *E 5$>/ $A%--I-@B V( BD- 0>B( \]$@$A-%\[ $@/
$+BD*%>\\>@A BD- \]$(*% B* 5>A@"
DW 0*@5>/-% $11%*.$, *E $ F-5*,+B>*@ $+BD*%>\\>@A BD- -4-?+B>*@ $@/ /-,>.-%( *E
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3"
!"# $%&' (0++! &1#21+&3.=+67%.7"#>? #>;@A
$ ?*@B>@+>@A />5?,*5+%- $A%--I-@B '>BD 3%>@>B( F>.-% G+BD*%>B( *E 3-4$5\[ $@/
$+BD*%>\\>@A BD- \]$(*% B* 5>A@"
D&3#$)# $&/+&!#21+&3.
@;W 0*@5>/-% $11%*.$, *E BD- 0*I1%-D-@5>.- G@@+$, L>@$@?>$, F-1*%B N0GLFO
E*% BD- E>5?$, (-$% -@/>@A T-1B-IV-% W72 78<"
@@W
F-?->.- ^>5>*@ 7;7 TB%$B-A>? #,$@2 $5 /-,>.-%-/ V( BD- 7;7 !4-?+B>.-
0*II>BB--"
@>W
0PR3HRS!= #S)KH0 X!GFHRQU
0*@5>/-% $11%*.$, *E #=: 9 :X02 G%?D'$( 8 82 $ \\*@>@A ?D$@A- %-C+-5B
E%*I X0 NX>AD'$( 0*II-%?>$,O B* #=: 9 :X0 B* -5B$V,>5D $ 0*@?-1B
T>B- #,$@ E*% A$5 5B$B>*@2 D*B-,2 %-B$>,2 %-5B$+%$@B5 $@/ *EE>?- +5-5 *@ <"6
$?%-5 *E 1%*1-%B( $@/ $ =-B$>, T>B- #,$@ E*% $ ?*@.-@>-@?- E**/ 5B*%- '>BD
A$5 1+I15 *@ " $?%-5 ,*?$B-/ $B BD- 5*+BD-$5B ?*%@-% *E TX 8 8 $@/
L%--1*%B #$%&'$(2 $B BD- %-C+-5B *E G%?D'$( 8 8 0*11-,, KB/"2 V->@A
%-1%-5-@B-/ V( 0D$5- X-,I2 Y>@&-,I$@@ _ G55*?>$B-52 H@?"
@:W#S)KH0 X!GFHRQU
0*@5>/-% $11%*.$, *E $@ *%/>@$@?- *E BD- 0>B( *E 0*11-,,2 3-4$52
%-$/*1B>@A2 %$B>E(>@A2 %-1+V,>5D>@A $@/ -4B-@/>@A 0D$1B-% 9 *E BD- 0*/- *E
P%/>@$@?-52 G%B>?,- 9:892 M*+BD 0$I1 #%*A%$I5 TB$@/$%/5 *E 0$%-\[ $@/
$+BD*%>\\>@A BD- \]$(*% B* 5>A@"
@SW
0*@5>/-% $11%*.$, *E $ F-5*,+B>*@ >@ 5+11*%B *E BD- 0)3 T-AI-@B W
3%$@51*%B$B>*@ G,B-%@$B>.-5 T-B:G5>/- #%*A%$I #%*`-?B E*% BD- 0*BB*@ )-,B
3%$>,\[ $@/ $+BD*%>\\>@A BD- \]$(*% B* 5>A@"
@8W 0*@5>/-% $11%*.$, *E $ F-5*,+B>*@ >@ 5+11*%B *E $ 1$%B>$, 5-AI-@B *E 0)3 J
3%$@51*%B$B>*@ G,B-%@$B>.-5 T-B:G5>/- #%*A%$I #%*`-?B E*% BD- 0*BB*@ )-,B
3%$>,\[ $@/ $+BD*%>\\>@A BD- \]$(*% B* 5>A@"
@?W 0*@5>/-% $11%*.$, B* -@B-% >@B* $ ?*@B%$?B '>BD a+$,>B( !4?$.$B>*@2 K3=\[ E*%
BD- %-?*@5B%+?B>*@ *E #$%&'$( )*+,-.$%/ E%*I X-$%B\\ F*$/ B* K*/A- F*$/2
$@/ *BD-% 51-?>E>? %-1$>%5 $@/ >I1%*.-I-@B5 V-B'--@ =-@B*@ 3$1 $@/
\]$?G%BD+% )*+,-.$%/\[ >@ BD- $I*+@B *E ZJ2 8 2WW "; 2 1,+5 ZW772777"77
E*% I>,-5B*@- >@?-@B>.-5\[ E*% $ B*B$, *E ZJ2<8 2WW "; \[ $5 1%*.>/-/ V( b
T$,-5 3$42 H\]L _ 0F=0 E+@/5\[ $@/ $+BD*%>\\>@A BD- 0>B( \]$@$A-% B*
-4-?+B- $@( @-?-55$%( /*?+I-@B5"
@TW !"#0.&.1+7#C+*$7!/#O#<7$\\+'!#G*3.!+/#.&3#=%!%7+#21+&3./
@^W0."$7#.&3# $%&' (#C+*$7!/
F-1*%B V( BD- 0>B( 0*+@?>, *@ %-?-@B $@/ +1?*I>@A -.-@B5"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"7"
!"# $%&' (0++! &1#21+&3.=+67%.7"#>? #>;@A
@AW
$%&' (# $55 !!++#C+*$7!/#'$&'+7& &1# !+5/#$)#'$55%& !"# &U$(U+5+&!#V !4#&$#
$%&' (#.'! $&#$7#3+( 6+7.! $&#*+75 !!+3W
GO=$,,$5 F-A>*@$, \]*V>,>B( 0*$,>B>*@ : 0*+@?>,I-IV-% Q$%( F*/-@
)OY*.-@ X-$,BD 0,>@>? : 0*+@?>,I-IV-% \]$%& X>,,
0O\]-B%*?%-5B T-%.>?-5 : 0*+@?>,I-IV-%5 Y-5 \]$(5
>;W
<%6( '#N+7U '+#2&&$%&'+5+&!/#'$&'+7& &1# !+5/#$)#'$55%& !"# &!+7+/!#V !4#&$#
$%&' (#.'! $&#$7#3+( 6+7.! $&#*+75 !!+3W
>@WE+'+//.7"#2'! $&#)7$5#D-+'%! U+#N+// $&
23\\$%7&5+&!
________________________
B.7+&#N+(6$#F%&! #0."$7
DC,I=I 2,D
I#'+7! )"#!4.!#!4+#.6$U+#E$! '+#$)#0++! &1#V./#*$/!+3#$&#!4+#6%((+! $.73#.!#!4+# !"#F.((#$)#
!4+# !"#$)# $**+(( #,+-./#$&#!4 /#>>&3#3."#$)#=+67%.7" #>;@A #.!#_____________W
______________________________
2/4(+"#JV+&/ #R+*%!"# !"#N+'7+!.7"
<GLHI #EJ,I D#O#N,2,D0DE,#=JC#2R2# J0<HI2E D#2ER#J<DE# 2CCP#HDKINH2,IJE
,4+# !"#$)# $**+((#.'X&$V(+31+/# !/#7+/*$&/ 6 ( !"#!$#'$5*("#V !4#!4+#25+7 '.&/#Q !4#
R /.6 ( ! +/#2'!#$)#@AA;W##,4%/ # &#$73+7#!$#.// /!# &3 U 3%.(/#V !4#3 /.6 ( ! +/#V4$#7+`% 7+#
/*+' .(#/+7U '+/#Z W+W#/ 1&# &!+7*7+!.! U+#/+7U '+/ #.(!+7&.! U+#.%3 $aU /%.(#3+U '+/ #.&3#
.5.&%+&/+/\[#)$7#*.7! ' *.! $&# &#$7#.''+//#!$#!4+# !"#$)# $**+((#/*$&/$7+3#*%6( '#*7$17.5/ #
/+7U '+/#.&3a$7#5++! &1/ #!4+# !"#7+`%+/!/#!4.!# &3 U 3%.(/#5.X+/#7+`%+/!/#)$7#!4+/+#
/+7U '+/#)$7!"O+ 14!#ZS^\[#4$%7/#.4+.3#$)#!4+#/'4+3%(+3#*7$17.5 #/+7U '+ #.&3a$7#5++! &1W##,$#
5.X+#.77.&1+5+&!/ #'$&!.'!#B$7 #B$&$& #2R2# $$73 &.!$7#$7#$!4+7#3+/ 1&.!+3#$)) ' .(#.!#ZAT>\[#
S?>O;;>> #$7#Z,RR#@O^;;OCDH2P #,b#@O^;;OT:8O>A^A\[W
<%7/%.&!#!$#N+'! $&#:;W;? #<+&.(# $3+#Z!7+/*.//#6"#( '+&/+#4$(3+7#V !4#.#'$&'+.(+3#4.&31%&\[ #
.#*+7/$&#( '+&/+3#%&3+7#N%6'4.*!+7#F # 4.*!+7#S@@ #K$U+7&5+&!# $3+#Z4.&31%&#( '+&/ &1#
(.V\[ #5."#&$!#+&!+7#!4 /#*7$*+7!"#V !4#.#'$&'+.(+3#4.&31%&W
<%7/%.&!#!$#N+'! $&#:;W;T #<+&.(# $3+#Z!7+/*.//#6"#( '+&/+#4$(3+7#V !4#.&#$*+&("#'.77 +3#
4.&31%&\[ #.#*+7/$&#( '+&/+3#%&3+7#N%6'4.*!+7#F # 4.*!+7#S@@ #K$U+7&5+&!# $3+#Z4.&31%&#
( '+&/ &1#(.V\[ #5."#&$!#+&!+7#!4 /#*7$*+7!"#V !4#.#4.&31%&#!4.!# /#'.77 +3#$*+&("W
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"8"
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::55
78<:;; =>-?/$ @A-B!4-C+AD.- E-55D*?
/%+"';<4'-&*"4'=! !1 4'
80DA( 0*+?CD,
>"# %(?4'@")"#"?A"4';?'$(?!#(+4'
7 F 7F 789
/%+"'$#" !"B4'
!4-C F GF89
/%+"'0 2"4'/%? +'CA!%(?4'
-%!+"4'
HD5C+55D*? %->$%/D?> 1*A-?AD$, ,$?/ $CI+D5DAD*? 5*+AJ *K #$%&'$( )*+,-.$%/2
'-5A *K H-?A*? 3$1 L*$/"
0(!" 4'
=*(? (# 4'D? A!2"?!'< !"4'
C!! AE2"?! 4'D? A!2"?!'0123"#4'
$(?! A!4'
F" #%?G'< !"4'
<# )!"#4'D))"A!%H"'< !"4'
F% !(#&'()'I"G% + !%H"'/%+"'''''
>"#9
CA!%?G'J(B&4''< !"4''CA!%(?4''="?!'-(4''<1"'< !"4'@"!1#?'@" 1+!4'
%(?4'
< !"4''
80DA( 0*+?CD,7 F GF 789
-".!'()'I"G% + !%H"'/%+"'56789::55
3DA,-
HD5C+55D*? %->$%/D?> 1*A-?AD$, ,$?/ $CI+D5DAD*? 5*+AJ *K #$%&'$( )*+,-.$%/2 '-5A *K H-?A*?
3$1 L*$/"
E+BB$%(
/% A +';2* A!4
M!?A-% ND5C$, @B1$CA EA$A-B-?A O-%-P
=! ))'@"A(22"?B !%(?4
M!?A-% EA$KK L-C*BB-?/$AD*? O-%-P
K( +';A(?4
=1 ! %? 3+"'$%!&'K(H"#?2"?!
J1 %?" 'L#( *"#%!&
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<33=
$(221?%!&'M"++?" ' ?B'D?#%AE2"?!
="? "'()'$(221?%!&
=*"A% +'L+ A"'!('I%H"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::75
78<:;;8 =>-?/$ @A-BC*%& D-55E*?
/%+"';<4'-&*"4'=! !1 4'
80EA( 0*+?FE,
>"# %(?4'@")"#"?A"4';?'$(?!#(+4'
7 G8<G 789
/%+"'$#" !"B4'
CHD G IG89
/%+"'0 2"4'/%? +'CA!%(?4'
-%!+"4'
="JE5F+55E*? *K =>-?/$ @A-B5"
)"JE5F+55E*? %->$%/E?> AL- <IAL M->+,$% N->E5,$AE.- =>-?/$"
0"#%-5-?A$AE*? *? OP 86:8< 0*B1%-L-?5E.- =??+$, OE?$?FE$, M-1*%A
Q0=OMR"
J"JE5F+55E*? %->$%/E?> )*?/ @55+$?F- 0$,-?/$%"
!"JE5F+55E*? %->$%/E?> F*,,*F$AE*? ,EF-?5- $>%--B-?A K*% 5B$,, F-,,
E?5A$,,$AE*?5"
O"JE5F+55E*? %->$%/E?> S,/ 3*'? B+%$,5"
T"JE5F+55E*? %->$%/E?> $ 1%*1*5-/ U$A+%- !41,*%- 0,$55%**B $A AL-
)E*/E.-%5EA( !/+F$AE*? 0-?A-%"
0(!" 4'
=*(? (# 4'D? A!2"?!'< !"4'
C!! AE2"?! 4'D? A!2"?!'0123"#4'
) : <IAL N->E5,$AE.- JE5F+55E*? V-B*"1/K2 ) :
N->E5,$AE.- #%E*%EAE-5"1/K2 ) : 3-5AEB*?( 5W "1/K2 ) :
<IQMR D) 9;8"1/K2 ) : X) 8 "1/K2 ) : 33D0 M-/
NE>LA 0$B-%$ H-( O$FA5 "89"89"1/K2 ) : 33D0 M-/
NE>LA 0$B-%$5 K$FA 5L--A5"1/K2 ) : 3%$+B$ O+?/
!41,$E?-%"1/K2 J : 0*11-,, D-%E-5 789 3EB-A$W,-"1/K2
! : DB$,, 0-,, 0*,,*F$AE*? =>%--B-?A V-B*"1/K2 ! :
0*,,*F$AE*? =>%--B-?A O*%B 0*11-,,"1/K2 O : 0*+?FE,
V-B* : V+%$,5 E? S,/ 3*'? O-W IAL"1/K2 O :
D+BB$%( *K D+%%*+?/E?> 0EAE-5Y M->+,$AE*?5"1/K2 O :
D+BB$%( *K 0$5- N$'"1/K2 O : J%$KA S%/E?$?F-"1/K2 T
: )!0 U$A+%- !41,*%- 0,$55%**B"1/K
$(?! A!4'
F" #%?G'< !"4'
<# )!"#4'D))"A!%H"'< !"4'
F% !(#&'()'I"G% + !%H"'/%+"'''''
>"#9
CA!%?G'J(B&4''< !"4''CA!%(?4''="?!'-(4''<1"'< !"4'@"!1#?'@" 1+!4'
%(?4'
< !"4''
80EA( 0*+?FE,7 G IG 789
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<#3=
-".!'()'I"G% + !%H"'/%+"'56789::75
3EA,-
="JE5F+55E*? *K =>-?/$ @A-B5"
)"JE5F+55E*? %->$%/E?> AL- <IAL M->+,$% N->E5,$AE.- =>-?/$"
0"#%-5-?A$AE*? *? OP 86:8< 0*B1%-L-?5E.- =??+$, OE?$?FE$, M-1*%A Q0=OMR"
J"JE5F+55E*? %->$%/E?> )*?/ @55+$?F- 0$,-?/$%"
!"JE5F+55E*? %->$%/E?> F*,,*F$AE*? ,EF-?5- $>%--B-?A K*% 5B$,, F-,, E?5A$,,$AE*?5"
O"JE5F+55E*? %->$%/E?> S,/ 3*'? B+%$,5"
T"JE5F+55E*? %->$%/E?> $ 1%*1*5-/ U$A+%- !41,*%- 0,$55%**B $A AL- )E*/E.-%5EA(
!/+F$AE*? 0-?A-%"
D+BB$%(
/% A +';2* A!4
Z!?A-% OE5F$, @B1$FA DA$A-B-?A X-%-\[
=! ))'@"A(22"?B !%(?4
Z!?A-% DA$KK M-F*BB-?/$AE*? X-%-\[
K( +';A(?4
=1 ! %? 3+"'$%!&'K(H"#?2"?!
J1 %?" 'L#( *"#%!&
$(221?%!&'M"++?" ' ?B'D?#%AE2"?!
="? "'()'$(221?%!&
=*"A% +'L+ A"'!('I%H"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To:Mayor and Council
From: Mike Land, City Manager
Date: February 26, 2019
th
Reference: Discussion regarding the 86 Regular Legislative Agenda
2030: Sustainable City Government: Goal 1 – Excellent City Services with High Level of
Customer Satisfaction
th
The 86 Legislative Session is well underway with approximately 95 days left until its conclusion. The
City has an adopted Legislative Agenda that has been shared with various State Representatives.
To date SB2 and HB2 addressing property tax reform have garnered the greatest amount of attention. The
City provided written testimony to the Senate Property Tax Committee offering suggestions to SB2.
Similar testimony will be provided for HB2. It was reported Friday morning that the House Ways and
th
Means Committee will begin taking testimony on Wednesday February 27 which coincides with many of
the Council members being in Austin already.
Several other bills have been introduced that are important to the City of Coppell. Senator Johnson has
introduced SB 941 which addresses the City’s Street Sales and Use Tax creating the opportunity for Coppell
voters to consider extending the tax beyond the current four (4) year limit up to a ten (10) year limit.
Representative Johnson will be introducing the companion bill in the House.
HB 1525 addressing remote/online sales tax collection has been introduced. A companion bill in the Senate,
SB 890, is pending. Based on the language in the bill, we are cautiously optimistic that bill keeps intact the
current definitions of origin-based collection, protecting our vitally important B2B collections.
SB 70 Introduced by Senator Nelson specifically addresses the Wayfair decision. This bill lets out of state
retailers like LL Bean, who don’t sell on a marketplace, to choose either destination sourcing, or to collect
at a blended rate that the comptroller will then distribute to all cities based on the existing % of total local
sales tax that each jurisdiction collects. This is good for Coppell because we have a positive disproportionate
share per capita of local tax collections.
HB1631 eliminating the use of SafeLight Cameras has also been introduced.
Based on the schedule the Council has for Wednesday, combined with Representative Johnson’s reading
of the Coppell Day Proclamation, the Council will be discussing the day’s priorities and logistics.
THE CITY OF COPPELL’S 2019
LEGISLATIVE PRIORITIES
OUR HOME, OUR DECISIONS
EXPENDITURE LIMITATIONS
We are OPPOSED to any legislation that would limit
We are IN SUPPORT of the local control that
the elected Mayors and City Councils of Texas
municipalities have today regarding their respective
municipalities from adopting budgets that they deem
abilities to govern, finance, or otherwise make decisions
appropriate for their respective communities or that
on behalf of the communities we serve. The locally
would require voter approval for increases in
elected Mayors and City Council members are best
expenditures.
suited to make decisions on behalf of their respective
communities. It’s OUR home, it should be OUR
decisions.
Coppell employs an open budgeting process
with multiple opportunities for citizen
Voters are capable of speaking for themselves
participation
Locally elected representatives know best what
Communities should dictate the level of funding
their respective communities desire
they deem appropriate by participating in
community visioning processes, budget
Local decisions should be left to local
processes, and capital improvements
representatives
Get this one thing right and many of the other
issues go away
SALES TAX SOURCING AND
PROPERTY TAX & REVENUE CAPS
STREAMLINE SALES TAX LEGISLATION
We are OPPOSED to all efforts to implement ad
We are OPPOSED to any further changes in the
valorem property tax caps and any legislation or
sourcing of sales tax remittance from the current
attempt to alter the manner in which municipalities
origin of sale method to any method that would
generate revenues or to require voter approval of
include destination as the manner in which sales tax
revenue increases.
remittance is calculated. We also oppose any attempt
to adopt the Streamlined Sales Tax (SST) measure, as
The majority of the tax burden can be traced
has been discussed in past sessions unless the State
back to school funding programs, not misuse
of Texas maintains origin sourcing.
of city tax dollars
Discussions regarding taxation in Texas fail to
Shift from origin to destination-based sales
recognize the lack of income tax
tax sourcing would result in the loss of millions
of dollars in revenue annually
According to USA TODAY, as of September
2018 Texas has the 5th lowest overall tax burden
The City of Coppell stands to lose between
in the entire country
$4M and $9M annually if any of the proposed
changes are made
The real issue is school taxes, which account
for approximately 54% of the overall tax bill
Changing the sourcing laws prematurely in
and the state of Texas is not adequately funding
expectation of federal legislation will only
schools as constitutionally mandated
redistribute sales tax revenues from one Texas
city to another
A formal and thorough impact analysis should
EDUCATION FUNDING
be conducted that fully discloses the impact
that a broader SST adoption would have on
We are IN SUPPORT of efforts that would more
the municipalities and other taxing jurisdictions
adequately fund education from state revenue that
would also decrease the amount of recapture
The State of Texas should pass legislation that
currently required of districts such as the Coppell
allows municipalities to take advantage of the
Independent School District.
South Dakota vs. Wayfair decision, which
requires sales tax be collected for online
State funding per pupil for public education
purchases from sellers that DO NOT have a
has continually decreased
physical location in Texas
Additional state funding for public education
Any legislation considered must keep Texas
is necessary if true property tax relief is to be
sales tax point of origin based
experienced by property owners in Texas
TRANSPORTATION
REAUTHORIZATION OF
We are IN SUPPORT of the Regional Transportation
CHAPTER 312 OF TEXAS TAX CODE
Council’s (RTC) legislative agenda.
We are IN SUPPORT of the reauthorization of
Mass rail transit must become a reality in a
Chapter 312 of the Texas Tax Code, which is up for
much larger scale as the continuation of
sunset review this session. Chapter 312 authorizes
sprawl becomes unsustainable
local government to enter into abatement agreements
with companies for a max of 10 years, and it has
been a valuable tool for Texas cities to recruit and
STATE WATER RESOURCES
retain high-quality businesses. This has helped
create a pro-businesses environment that has made
We are IN SUPPORT of efforts to ensure a safe and
Texas a desirable location.
dependable water supply for years to come.
The main challenge facing future water
requirements is supply versus need
RED LIGHT CAMERAS
ALCOHOLIC BEVERAGE SALES
We are IN SUPPORT of the current legislation allowing
a municipality to operate red light traffic cameras for
We are OPPOSED to any further loosening of the
the purposes of enhancing public safety at major
restrictions regarding the proximity to schools, parks,
intersections.
and churches where alcoholic beverages can be sold.
Red Light Cameras are not revenue genera-
These issues should be decided locally
tors – total traffic citation revenue
remained 3%-4% of total general fund
revenues, even after red light cameras were
SMART CITIES
implemented
We are IN SUPPORT of the legislature in efforts to
incentivize and recognize the importance of smart
Red Light Camera revenue from Coppell
cities and the application of technology solutions
generated $128,258.15 for the State of
through grants, awards, and other means.
Texas in 2017
Use of Red Light Camera revenues are
COLLECTIVE BARGAINING
restricted to Police overtime, purchase of
We are OPPOSED to all efforts to mandate collective
traffic motorcycles, payments to Redflex
bargaining of any segment of municipal employees,
(program administrator), public education,
be they public safety or otherwise.
legal and credit card fees
No empirical evidence suggests that the
public is any better served by public safety
organizations that have collective
“DARK STORE” TAXATION
bargaining
We are IN SUPPORT of the expansion of the definition
of special purpose properties to include retail buildings
Existing legislation allows a community to
of greater than 50,000 square feet to require assessments
adopt collective bargaining if desired by
of value using the cost method, not comparable
residents
properties.
Comparable properties evaluation model
AUTONOMIC VEHICLES
would severely lower taxable values, which will
harm local taxing entities and the state, due to
We are IN SUPPORT of allowing local jurisdictions to
the school funding implications
regulate the use of self-driving, driverless, or autonomic
vehicles on public thoroughfares. While the State of
Texas has passed legislation to allow the use of such
vehicles, local jurisdictions should be given the ability
to regulate such vehicles within their jurisdictions.
OIL AND GAS WELLS
We are IN SUPPORT of any efforts that would provide
municipalities more ability to control the site of oil and
DRONES
gas wells as they relate to residential developments,
We are IN SUPPORT of allowing local authorities to set
any occupied buildings, and environmental sensitive
local rules of use for unmanned vehicles, whether in
areas such as creeks, rivers and drainage ways.
the air, on the ground, or a combination of both.
Greater distance requirements, noise mitiga-
tion standards, air quality measures and other
control measures to protect citizens from the
POWER GRID HARDENING
problems caused by the gas exploration and
We are OPPOSED to any attempt by the State to require
production process is necessary
hardening of the Texas power grid to protect it from
EMP/EMC effects if the costs of such hardening would
Corporations should not have the right to
be passed along to the consumer.
locate pipelines virtually anywhere
Written Testimony
SB 2
An Act Relating to Ad Valorem Taxation
Texas Property Tax Reform and Relief Act of 2019
Thank you for the opportunity to provide written comments expressing the City of Coppell’s
concerns related to SB 2.
While respecting the request for written comment on this Bill we believe that consideration should
be given to school finance prior to any changes to the property tax code affecting municipalities.
Case and point - residents and businesses in the City ofCoppell through the Coppell Independent
School District send more to the State of Texas in Recapture/Robin Hood, approximately $45.5
million, than the total property tax revenue collected by the City of Coppell, $43.2 million. Real
relief for our local tax payers will only occur when the State of Texas addresses its funding
responsibility to local school district tax payers.
Tangible negative impacts if a “tax cap” were in place:
As you are aware, every city’s greatest annual expense is to provide for the public’s safety, often
encompassing well over 50% of a municipality’s general fund. To ensure that our residents and
businesses expected high level of public safety services are not diminished, the Coppell City
Council would need to reduce the level of service inother departments. For example, after a
tremendous amount of research and discussion the City Council in 2018 decided to move forward
with the construction of a new fourth fire station primarily serving the thriving business sector of
Coppell. With the new station, there is also the staffing requirement addingsixteen (16) new
firefighters. All of this was accomplished through thoughtful planning and conservative budgeting
while at the same time lowering the tax rate. This decision had it not been made could have
negatively impacted the City’s ISO 1 insurance rating, which in turn would have increased
homeowners and specifically businesses in Coppell insurance premiums. A 2.5% property tax
revenue cap would have prevented the Council from making this decision to go forward.
Another significant challengefacing Coppell and any city, particularly cities that are built out and
will not experience any or very little new growth is the maintenance of infrastructure. To this end
Coppell in the next five years will need to spend$43 million on street maintenance. The Coppell
City Council is also considering over $71 million during this same period of potential projects to
rebuild aging streets. Additionally, Coppell has identified $80 millionin projectsto fulfill
federally mandated ADA compliance improvements.
These are costs that do not go away, and the passage of a cap will only contribute to deferring
these expenses which assuredly will only increase in cost with inflation, resulting in diminished
and failing infrastructure. Infrastructure, currently the main reason for business growth in Texas
will no longer be so.
To compound this issue Moody’shas identified revenue caps as a liability to a municipalities
credit. In 2016 Moody’slisted Houston’s revenue cap as one of the four largest negative factors
in Houston’s credit rating and wrote the following. “Significantly limited revenue raising
flexibility with restrictions imposed by Proposition 1 and H; offsetting the potential effects of
positive assessed valuation trends.” Put plainly, not only would a cap further defer maintenance
on infrastructure, but it would make and futuredebt issuance more expensive hurting the very tax
payers a cap is supposedly going to help.
Finally, since 2012 the City of Coppell City Council has lowered the property tax rate by twelve
(12) cents. If the proposed 2.5% tax cap had been in place beginning in 2014, property tax
revenues would have been reduced by $9 million. Without these funds the City could not have
invested in critically important equipment including but not limited to a replacement ladder truck
($1,100,000.00), replacement of four ambulances ($1,100,000.00), and replacement of Cardiac
Monitors ($450,000.00). Because of conservative budgeting principals, the City Council was able
to make these and other large purchases using current funds on hand. An option that would not
have been available to them had the cap been in place.
Suggested solutions to help local tax payers
There are several ways to increase transparency equity and fairness in the system that will
specifically help all tax payers in a jurisdiction:
Commercial Property Disclosure at time of sale to ensure a equal and uniform appraisal
system.
Commercial Property Settlement Statement at time of Appeal at Appraisal District.
Create a litigation pool of funds at the State level for Appraisal Districts to draw from when
fighting lawsuits over commercial properties suing to lower their appraised values.
These steps would ensure that the costof government is born fairly by all.
The State of Texas take its fair share of Medicaid funds, relieving the burden local tax
payers current bear paying for indigent care through their property taxes.
Cities currently pay the State 2% of their sales tax in administration fees to the state.
Reducing this to a 1% administrative fee would directly have a positive impact on
municipal revenues.
Increase the local option sales tax by ½% to 2.5% following approval of a local election
One technical note about the proposed Bill. As it currently states, certain provisions of the Bill
may not be applicable should the Governor not make a Natural Disaster Declaration for a particular
City or County. There are times, because of wind storms or hail for example, that communities
suffer tremendous damage and incur significant cost in providing services to the community,
includingdamages to the jurisdiction’s facilities, equipment and infrastructure, that don’t meet the
threshold for a Declaration. The proposed language does not take these types of situations, which
are occurring more frequently,into account which will result as an additional restraint on local
elected officials in serving their communities.
Respectfully submitted,
Mayor Karen Hunt
City of Coppell
Cz;BBKpiotpoT/C/BOp/B:52
BCJMMUPCFFOUJUMFE
2BOBDU
3sfmbujohupuiffyqjsbujpopguifnvojdjqbmtbmftboevtfubygps
4tusffunbjoufobodfjodfsubjonvojdjqbmjujft/
5CFJUFOBDUFECZUIFMFHJTMBUVSFPGUIFTUBUFPGUFYBT;
6TFDUJPOB2/BBTfdujpo438/118)b*-UbyDpef-jtbnfoefeupsfbe
7btgpmmpxt;
8)b*BBVomfttjnqptjujpopguiftbmftboevtfubybvuipsj{fecz
9uijtdibqufsjtsfbvuipsj{febtqspwjefeczuijttfdujpo-uifuby
:fyqjsftpo;
21)2*BBuifgpvsuiboojwfstbszpguifebufuifuby
22psjhjobmmzupplfggfduvoefsTfdujpo438/116<
23)3*BBuifgjstuebzpguifgjstudbmfoebsrvbsufs
24pddvssjohbgufsuifgpvsuiboojwfstbszpguifebufuifubyxbtmbtu
25sfbvuipsj{fevoefsuijttfdujpojg-buuibufmfdujpo-uifwpufst
26bqqspwfeuifjnqptjujpopguifubygpsbqfsjpeuibufyqjsftpouibu
27boojwfstbsz<
28)3.b*BBjguifubyjtjnqptfejobnvojdjqbmjuzuibujt
29joufstfdufeczuxpjoufstubufijhixbzt-uibuibtbqpqvmbujpopg
2:261-111psnpsf-boejoxijdibumfbtu77qfsdfoupguifwpufst
31wpujohjofbdipguifmbtuuxpdpotfdvujwffmfdujpotdpodfsojohuif
32bepqujpopssfbvuipsj{bujpopguifubygbwpsfebepqujpops
33sfbvuipsj{bujpo-boeuibuubyibtopufyqjsfebtqspwjefecz
34Tvcejwjtjpo)2*ps)3*tjodfuifgjstupguiptfuxpdpotfdvujwf
35fmfdujpot-uifmbtuebzpguifgjstudbmfoebsrvbsufspddvssjoh
97S9662DKD.E 2
T/C/BOp/B:52
2bgufsuiffjhiuiboojwfstbszpguifebufuifubyxbtmbtu
3sfbvuipsj{fevoefsuijttfdujpojg-buuibufmfdujpo-uifwpufst
4bqqspwfeuifjnqptjujpopguifubygpsbqfsjpeuibufyqjsftpouibu
5boojwfstbszjotufbepguifqfsjpeeftdsjcfeczTvcejwjtjpo)3*<
6)3.c*BBjguifubyjtjnqptfejobnvojdjqbmjuzxjuib
7qpqvmbujpopgmfttuibo61-111uibujodmveftbqpsujpopgbo
8joufsobujpobmbjsqpsuboeuibujtmpdbufejopomzuxpdpvoujft-pof
9pgxijdiibtbqpqvmbujpopg3/3njmmjpopsnpsfboejtbekbdfouupb
:dpvouzxjuibqpqvmbujpopgnpsfuibo711-111-uifmbtuebzpguif
21gjstudbmfoebsrvbsufspddvssjohbgufsuif21uiboojwfstbszpguif
22ebufuifubyxbtmbtusfbvuipsj{fevoefsuijttfdujpojg-buuibu
23fmfdujpo-uifwpufstbqqspwfeuifjnqptjujpopguifubygpsbqfsjpe
24uibufyqjsftpouibuboojwfstbszjotufbepguifqfsjpeeftdsjcfecz
25Tvcejwjtjpo)3*<ps
26)4*BBjguifubyjtjnqptfejobhfofsbm.mbx
27nvojdjqbmjuzxjuibqpqvmbujpopg21-111psnpsftvsspvoefe
28foujsfmzczbnvojdjqbmjuzxjuibqpqvmbujpopg2/4njmmjpopsnpsf-
29uifmbtuebzpguifgjstudbmfoebsrvbsufspddvssjohbgufsuif21ui
2:boojwfstbszpguifebufuifubyxbtmbtusfbvuipsj{fevoefsuijt
31tfdujpojg-buuibufmfdujpo-uifwpufstbqqspwfeuifjnqptjujpopg
32uifubygpsbqfsjpeuibufyqjsftpouibuboojwfstbszjotufbepguif
33qfsjpeeftdsjcfeczTvcejwjtjpo)3*/
34TFDUJPOB3/BBUijtBduublftfggfdujnnfejbufmzjgjusfdfjwft
35bwpufpguxp.uijsetpgbmmuifnfncfstfmfdufeupfbdiipvtf-bt
36qspwjefeczTfdujpo4:-BsujdmfJJJ-UfybtDpotujuvujpo/Jguijt
37Bduepftopusfdfjwfuifwpufofdfttbszgpsjnnfejbuffggfdu-uijt
38BduublftfggfduTfqufncfs2-312:/
3
CvsspxtI2636
Cz;BB``````````````````````/C/BOp/B`````
BCJMMUPCFFOUJUMFE
2BOBDU
3sfmbujohupuifbenjojtusbujpoboedpmmfdujpopgtbmftboevtf
4ubyftbqqmjdbcmfuptbmftjowpmwjohnbslfuqmbdfqspwjefst/
5CFJUFOBDUFECZUIFMFHJTMBUVSFPGUIFTUBUFPGUFYBT;
6TFDUJPOB2/BBTfdujpo262/119)c*-UbyDpef-jtbnfoefeupsfbe
7btgpmmpxt;
8)c*BB#Tfmmfs#boe#sfubjmfs#jodmvef;
9)2*BBbqfstpojouifcvtjofttpgnbljohtbmftbubvdujpo
:pgubohjcmfqfstpobmqspqfsuzpxofeczuifqfstpopsczbopuifs<
21)3*BBbqfstpoxipnblftnpsfuibouxptbmftpgubybcmf
22jufntevsjohb23.npouiqfsjpe-jodmvejohtbmftnbefjouif
23dbqbdjuzpgbobttjhoffgpsuifcfofgjupgdsfejupstpssfdfjwfsps
24usvtuffjocbolsvqudz<
25)4*BBbqfstposfhbsefeczuifdpnquspmmfsbtbtfmmfsps
26sfubjmfsvoefsTfdujpo262/135<
27)5*BBbipufm-npufm-pspxofspsmfttpspgbopggjdfps
28sftjefoujbmcvjmejohpsefwfmpqnfouuibudpousbdutboeqbztgps
29ufmfdpnnvojdbujpottfswjdftgpssftbmfuphvftutpsufobout<
2:)6*BBbqfstpoxipfohbhftjosfhvmbspstztufnbujd
31tpmjdjubujpopgtbmftpgubybcmfjufntjouijttubufczuif
32ejtusjcvujpopgdbubmpht-qfsjpejdbmt-bewfsujtjohgmzfst-ps
33puifsbewfsujtjoh-cznfbotpgqsjou-sbejp-psufmfwjtjponfejb-
34pscznbjm-ufmfhsbqiz-ufmfqipof-dpnqvufsebubcbtf-dbcmf-
35pqujd-njdspxbwf-pspuifsdpnnvojdbujpotztufngpsuifqvsqptfpg
97S:174CFG.G 2
2fggfdujohtbmftpgubybcmfjufnt<\\boe^
3)7*BBbqfstpoxip-voefsbobhsffnfouxjuibopuifs
4qfstpo-jt;
5)B*BBfousvtufexjuiqpttfttjpopgubohjcmf
6qfstpobmqspqfsuzxjuisftqfduupxijdiuifpuifsqfstpoibtujumf
7psbopuifspxofstijqjoufsftu<boe
8)C*BBbvuipsj{feuptfmm-mfbtf-pssfouuif
9qspqfsuzxjuipvubeejujpobmbdujpoczuifqfstpoibwjohujumfupps
:bopuifspxofstijqjoufsftujouifqspqfsuz<boe
21)8*BBbqfstpoxipjtbnbslfuqmbdfqspwjefsvoefs
22Tfdujpo262/1353/
23TFDUJPOB3/BBTvcdibqufsC-Dibqufs262-UbyDpef-jtbnfoefe
24czbeejohTfdujpo262/1353upsfbebtgpmmpxt;
25Tfd/B262/1353/BBNBSLFUQMBDFQSPWJEFSTBOENBSLFUQMBDF
26TFMMFST/)b*Jouijttfdujpo;
27)2*BB#Nbslfuqmbdf#nfbotbqiztjdbmpsfmfduspojd
28nfejvnuispvhixijdiqfstpotpuifsuibouifpxofspspqfsbupspguif
29nfejvnnblftbmftpgubybcmfjufnt/Uifufsnjodmveftbtupsf-
2:Joufsofuxfctjuf-tpguxbsfbqqmjdbujpo-psdbubmph/
31)3*BB#Nbslfuqmbdfqspwjefs#nfbotbqfstpoxippxotps
32pqfsbuftbnbslfuqmbdfboeejsfdumzpsjoejsfdumzqspdfttfttbmft
33psqbznfoutgpsnbslfuqmbdftfmmfst/
34)4*BB#Nbslfuqmbdftfmmfs#nfbotbtfmmfs-puifsuibo
35uifnbslfuqmbdfqspwjefs-xipnblftbtbmfpgbubybcmfjufnuispvhi
36bnbslfuqmbdf/
37)c*BBFydfqubtpuifsxjtfqspwjefeczuijttfdujpo-b
38nbslfuqmbdfqspwjefsibtuifsjhiutboeevujftpgbtfmmfsps
97S:174CFG.G 3
2sfubjmfsvoefsuijtdibqufsxjuisftqfduuptbmftnbefuispvhiuif
3nbslfuqmbdf/
4)d*BBBnbslfuqmbdfqspwjefstibmm;
5)2*BBdfsujgzupfbdinbslfuqmbdftfmmfsuibuuif
6nbslfuqmbdfqspwjefsbttvnftuifsjhiutboeevujftpgbtfmmfsps
7sfubjmfsvoefsuijtdibqufsxjuisftqfduuptbmftnbefczuif
8nbslfuqmbdftfmmfsuispvhiuifnbslfuqmbdf<
9)3*BBsfqpsuvoefsTvcdibqufsJbmmtbmftnbefuispvhi
:uifnbslfuqmbdf<boe
21)4*BBdpmmfdujouifnboofsqspwjefeczTvcdibqufstD
22boeEboesfnjuuifubyftjnqptfevoefsuijtdibqufspotbmftpg
23ubybcmfjufntnbefuispvhiuifnbslfuqmbdf/
24)e*BBBnbslfuqmbdftfmmfsxipjohppegbjuibddfqutb
25nbslfuqmbdfqspwjefstdfsujgjdbujpovoefsTvctfdujpo)d*)2*tibmm
26fydmveftbmftnbefuispvhiuifnbslfuqmbdfgspnuifnbslfuqmbdf
27tfmmfstsfqpsuvoefsTvcdibqufsJ-opuxjuituboejohTfdujpo
28262/517/
29)f*BBBnbslfuqmbdftfmmfstibmmsfubjosfdpsetgpsbmm
2:nbslfuqmbdftbmftbtsfrvjsfeczTfdujpo262/136/
31)g*BBBnbslfuqmbdftfmmfstibmmgvsojtiupuifnbslfuqmbdf
32qspwjefsjogpsnbujpouibujtsfrvjsfeupdpssfdumzdpmmfduboe
33sfnjuubyftjnqptfevoefsuijtdibqufs/Uifjogpsnbujponbz
34jodmvefbdfsujgjdbujpopgubybcjmjuzuibubojufncfjohtpmejtb
35ubybcmfjufn-jtopububybcmfjufn-psjtfyfnqugspnubybujpo/
36)h*BBFydfqubtqspwjefeczTvctfdujpo)i*-bnbslfuqmbdf
37qspwjefsjtopumjbcmfgpsgbjmvsfupdpmmfduboesfnjuuifdpssfdu
38bnpvoupgubyftjnqptfevoefsuijtdibqufsjguifnbslfuqmbdf
97S:174CFG.G 4
2qspwjefsefnpotusbuftuibuuifgbjmvsfsftvmufegspnuif
3nbslfuqmbdfqspwjefsthppegbjuisfmjbodfpojodpssfdu
4jogpsnbujpoqspwjefeczuifnbslfuqmbdftfmmfs/Uifnbslfuqmbdf
5tfmmfsjtmjbcmfgpsbefgjdjfodzsftvmujohgspnjodpssfdu
6jogpsnbujpoqspwjefeczuifnbslfuqmbdftfmmfs/
7)i*BBBnbslfuqmbdfqspwjefsboenbslfuqmbdftfmmfsuibubsf
8bggjmjbuftpsbttpdjbuft-btefgjofeczTfdujpo2/113-Cvtjoftt
9Pshboj{bujpotDpef-bsfkpjoumzboetfwfsbmmzmjbcmfgpsb
:efgjdjfodzsftvmujohgspnbtbmfnbefczuifnbslfuqmbdftfmmfs
21uispvhiuifnbslfuqmbdf/
22)j*BBUijttfdujpoepftopubggfduuifubymjbcjmjuzpgb
23qvsdibtfsvoefsTfdujpo262/163ps262/213/
24)k*BBBdpvsunbzopudfsujgzbobdujpocspvhiubhbjotub
25nbslfuqmbdfqspwjefsdpodfsojohuijttfdujpobtbdmbttbdujpo/
26)l*BBUifdpnquspmmfsnbzbepqusvmftboegpsntupjnqmfnfou
27uijttfdujpoboeczsvmffydfqudfsubjotnbmmnbslfuqmbdfqspwjefst
28gspntpnfpsbmmpguifsfrvjsfnfoutpguijttfdujpo/
29TFDUJPOB4/BBTfdujpo432/314-UbyDpef-jtbnfoefeczbeejoh
2:Tvctfdujpo)f.2*upsfbebtgpmmpxt;
31)f.2*BBOpuxjuituboejohbozpuifsqspwjtjpopguijttfdujpo-
32btbmfpgbubybcmfjufnnbefczbnbslfuqmbdftfmmfsuispvhib
33nbslfuqmbdfbtqspwjefeczTfdujpo262/1353jtdpotvnnbufebuuif
34mpdbujpojouijttubufupxijdiuifjufnjttijqqfepsefmjwfsfeps
35buxijdiqpttfttjpojtublfoczuifqvsdibtfs/
36TFDUJPOB5/BBTfdujpo434/314-UbyDpef-jtbnfoefeczbeejoh
37Tvctfdujpo)f.2*upsfbebtgpmmpxt;
38)f.2*BBOpuxjuituboejohbozpuifsqspwjtjpopguijttfdujpo-
97S:174CFG.G 5
2btbmfpgbubybcmfjufnnbefczbnbslfuqmbdftfmmfsuispvhib
3nbslfuqmbdfbtqspwjefeczTfdujpo262/1353jtdpotvnnbufebuuif
4mpdbujpojouijttubufupxijdiuifjufnjttijqqfepsefmjwfsfeps
5buxijdiqpttfttjpojtublfoczuifqvsdibtfs/
6TFDUJPOB6/BBUifdibohftjombxnbefczuijtBduepopubggfdu
7ubymjbcjmjuzbddsvjohcfgpsfuiffggfdujwfebufpguijtBdu/Uibu
8mjbcjmjuzdpoujovftjofggfdubtjguijtBduibeopucffofobdufe-
9boeuifgpsnfsmbxjtdpoujovfejofggfdugpsuifdpmmfdujpopg
:ubyftevfboegpsdjwjmboedsjnjobmfogpsdfnfoupguifmjbcjmjuz
21gpsuiptfubyft/
22TFDUJPOB7/BBUijtBduublftfggfduTfqufncfs2-312:/
97S:174CFG.G 6
+
50
They are community focused.
The number of Texas cities that understand their traffic safety needs and choose red light cameras programs to keep their roads safe.Source: TxDOT
M
They support trauma funding.
across Texas.
$16
Funds received by the Texas Trauma fund from fines paid by red light runners in 2017.Source: Comptroller of Public Accounts
Keep Texas Roads Safe
Red light cameras benefit communities
%
33
They reduce crashes and save lives.
Reduction of overall collisions at intersections where drivers frequently ran red lights.Source: Texas A&M Transportation Institute
%
INCREASE
IN COLLISONS
HOUSTON
117
Light Cameras Off
Impact of Turning Red
-
.
Statesman, 3/5/2012
-
*
end crashes
-
Telegram, 2/1/2015
-
Reduction in the number of collisions at photoenforced intersections.Source: Austin American
Reduction in rear Source: City of Plano, 2013)
Reduction in the number of collisions after one year of installing safety cameras.Source: Star
%%%
light/reports.html:
-
834050
FORT WORTHAUSTINPLANO
/driver/laws/red
gov
Keep Texas Roads Safe
Red light cameras reduce crashes and save lives.
* These are just a sample of reduction examples in Texas. For a full list of red light camera cities, please visit www.txdot.
Drunk driving prevention programsEngineering improvementsTraffic signal improvementsSignage updatesPavement markingsRoadway repairsAccident investigation equipmentSidewalk improvementsNew
signals
RED LIGHT CAMERAS GIVE BACK TO TEXAS COMMUNITIES
of the fine goes to the state
of the fine goes to the city
Halfand funds are earmarked for regional trauma centers.
Halfwhere the violation occurred.
received by the Texas Trauma fund from fines
our State and local communities.
Keep Texas Roads Safe
Fundspaid by red light violations last fiscal year.
Red light cameras provide important funds to
M
50 / 50
TEXAS TRAUMA FUND$16
BREAK THE LAW PAY THE PRICE
$
“Motor vehicle crashes are the number one reason for being admitted to our Level 1 trauma center, and funding from red light cameras is critical to maintain the trauma system. Challenges
related to funding are profound, and traffic safety cameras serve as a practical prevention tool and alternative funding stream that allows trauma centers to do their job.”Mary Ann
Contreras, RN Injury Prevention/Trauma Outreach Coordinator JPS Health Network
decided at the local level.
Keep Texas Roads Safe
Decisions about traffic safety camera program implementation should be left to local leadership, ensuring maximum safety and community benefit.Local police departments understand the
safety and resource needs of their community firsthand.Traffic safety cameras provide funding for important local safety resources.
Each community is unique. Public safety decisions should be
$
Keep Texas Roads Safe
Red light cameras benefit communities across Texas.
RED LIGHT CAMERAS REDUCE CRASHES AND SAVE LIVES.
Reduction of overall collisions at intersections where drivers
frequently ran red lights.
33%
Source: Texas A&M Transportation Institute
•Ft.Worth:83%reductioninthenumberofcollisionsafteroneyearofinstallingsafety
cameras(StarTelegram,2/1/15)
•SugarLand:58%reductioninthenumberofintersectioncrashesatphoto-enforced
intersections(Cityof Sugar Land,2012)
•Plano:50%reductioninrear-endcollisions,43%inintersectioncollisions,and20%in
redlightrunningcollisionsatphoto-enforcedintersections(CityofPlano,2013)
•Killeen:47%reductioninred-lightviolations(KilleenDailyHerald,8/3/2014)
•Austin:40%reductioninthenumberofcollisionsat photo-enforcedintersections
(AustinAmericanStatesman,3/5/12)
RED LIGHT CAMERAS PROVIDE IMPORTANT FUNDS TO OUR STATE
AND LOCAL COMMUNITIES.
Funds received by the Texas Trauma fund from fines paid
by red light violations in 2017.
$16M
Source: Comptroller of Public Accounts
50%of the fine goes to the state and 50%of the fine goes to the city where the
violation occurred and supports local safety
funds are earmarked for regional trauma
programs.
centers.
Drunk driving prevention
Roadway repairs
programs
Accident investigation
Traffic signal improvements
equipment
Signage updates
New signals
EACH COMMUNITY IS UNIQUE. PUBLIC SAFETY DECISIONS SHOULD BE
DECIDED AT THE LOCAL LEVEL
Decisions about traffic safety camera program implementation should be left to
local leadership, ensuring maximum safety and community benefit.
Local police departments understand the safety and resource needs of their
community firsthand.
Traffic safety cameras provide funding for important local safety resources.
$
Texas Traffic Safety Coalition –For additional information, email TTSC@monumentgroupllc.com
Keep Texas Roads Safe
Red Light Cameras in Texas
The number of Texas cities that understand their
traffic safety needs and choose red light cameras
50+
programs to keep their roads safe.
Source: TxDOT
Farmers Branch
AmarilloMarshall
Fort Worth
AustinMcKinney
Frisco
Balch SpringsMesquite
Garland
Balcones HeightsNorth Richland
Grand Prairie
BastropHills
Haltom City
BedfordPlano
Humble
BurlesonPort Lavaca
Hurst
Cedar HillRichardson
Hutto
College StationRichland hills
Irving
ConroeRoanoke
Jersey Village
CoppellRound Rock
Killeen
Corpus ChristiSouthlake
League City
DallasSugar Land
Leon Valley
DentonTomball
Little Elm
DibollUniversity Park
Longview
DuncanvilleWillis
Lufkin
El PasoWoodlands
Magnolia
EACH COMMUNITY IS UNIQUE. PUBLIC SAFETY
DECISIONS SHOULD BE DECIDED AT THE LOCAL
LEVEL.
Texas Traffic Safety Coalition –For additional information, email TTSC@monumentgroupllc.com
Keep Texas Roads Safe
DANGERS OF TURNING CAMERAS OFF
In cities that TURNED OFF CAMERAS:
30%
more fatal red light
running crashes per capita
16%
more fatal crashes of all types per capita at
signalized intersections
than would have occurred
without cameras
Source: Insurance Institute for Highway Safety, “Turning off red light cameras cost lives, new research
shows.” July 28, 2016
Texas Traffic Safety Coalition –For additional information, email TTSC@monumentgroupllc.com
Keep Texas Roads Safe
Red Light Camera Process
1. Violation Occurs5. Printing and Mailing Citation
The traffic violation is captured on
camera, recorded and encrypted.
Police-approved violations are
Each incident file contains multiple
prepared by the camera vendor for
still images, video, and data related
printing and mailing.
to the violation.
2. Data Transfer6. Violation Inquiries
Once a notice is received, the violator
The encrypted incident data is
can review violation images and video,
transferred securely and
and contact the camera vendor
automatically for review by
customer call center for assistance.
camera vendor.
.
7. Paying the Fine or Disputing the
3. Three Tier Evaluation
Violation
The 1st reviewer (V1) confirms a
The violator can pay their fine by mail,
violation has occurred using city-
internet, phone, or in-person. The
specific violation criteria and
violator also has the option to dispute
extracts license plate
the citation
information.
A 2nd reviewer (V2) verifies an MVD match and
ensures screening guidelines were met in V1.
8. Disputing the Violation
A 3rd reviewer triple verifies that all screening
If the violator chooses to dispute the
criteria were met in V1 and V2.
violation, detailed instructions on how to
schedule a hearing are provided on the
4. Police Authorization
citation.
A local Police Officer reviews
the incident that passed the 3-
tier evaluation and makes final
decision to approve or reject
the incident.
Texas Traffic Safety Coalition –For additional information, email TTSC@monumentgroupllc.com
Keep Texas Roads Safe
Red Light Cameras FAQ
How do red light cameras work?
Red light cameras detect motor vehicles that pass sensors after a traffic signal has turned red.
The sensors are connected to computers in high-speed cameras that take photographs of the
violation. Depending on the particular technology in use at the intersection, a series of
photographs and/or video images show the red light violator before entering the intersection
on a red signal, as well as the vehicle's progression through the intersection. Cameras record
information such as date, time, and time elapsed since the beginning of the red signal. Trained
law enforcement officials review the photographs, and a violation notice is mailed to the
registered owner of the vehicle.
Is the main purpose of red light cameras to make money?
No. The objective of red light cameras is to improve intersection safety. Fines collected
through red light camera violations are used to pay for the installation, operation,
administration and maintenance of the photographic enforcement system. Camera
equipment costs vary based on the type of camera, the complexity of the intersection, and
technical requirements. A red light camera system installation can cost more than $100,000. A
portion of the revenue from the installation over and above costs is required to be directed to
the regional trauma account and local traffic safety programs.
Where does the money from red light camera fines go?
Fifty-percent of the fine goes to the state and funds are earmarked for regional trauma
centers, with more than $16 million going to the fund in 2017 in Texas. Fifty-percent of the
fine goes to the city where the violation occurred and supports local safety programs. Section
707.008of the Transportation Code outlines specific requirements for revenue collected
through red light cameras. For questions on revenue required to be deposited in the regional
trauma account or a local authority's special account to fund traffic safety programs, contact
the state comptroller's office.
Do cameras photograph every vehicle passing through an intersection?
No. Cameras are set so that only those vehicles that enter the intersection after the light has
turned red are photographed. Vehicles entering the intersection on yellow, and still in the
intersection when the light turns red, are not photographed.
Will motorists know which intersections have red light cameras?
Section 707.004 of the Texas Transportation Code requires that cities install signs along each
roadway that leads to an intersection at which a red light camera is in use. Two types of signs
are currently available to comply with the new legislation and both are documented in
TxDOT's 2012 Standard Highway Sign Designs for Texas (SHSD) manual.
Texas Traffic Safety Coalition –For additional information, email TTSC@monumentgroupllc.com
Nfejdbje!voefsqbzt!Ufybt!iptqjubmt!gps!bvejufe!bmmpxbcmf!dptut!pg!qspwjejoh!njmmjpo!jo!vosfjncvstfe!usbvnb!dbsf!ibt!bqqspqsjbufe!gvoet!up!jodsfbtf!Nfejdbje!qbznfout!gps!dfsubjo!pggtfu!qbsu!pg!uif!Nfe
jdbje!tipsugbmm!Tubuf!gvoet!gps!uif!qbznfou!jodsfbtf!gps!tbgfuz!ofu!boe!usbvnb!iptqjubmt!dpnf!jo!mbshf!qbsu!gspn!uif!tubuft!nptumz!cz!gjoft!boe!qfobmujft!jnqptfe!esjwjoh!xijmf!joupyjdbufe!ps!puifs!N
bjoubjojoh!tubuf!gvoejoh!gps!
QSPHSBN
UISPVHI!UIF!ESQ
BOE!QFOBMUJFT!DPMMFDUFE!
UFYBT!TBGFUZ!OFU!IPTQJUBMT!GPS!
TBGFUZ!OFU!IPTQJUBMT
ESJWFS!SFTQPOTJCJMJUZ!
TUBUF!GVOET
t
f
j
u
m
b
o
f
Q
t
f
Tfdvsjoh!uif!Tubuf!Usbvnb!Gvoe!up!Qspufdu!Qbujfou!Dbsf
o
j
G
EFTJHOBUFE!USBVNB!GBDJMJUJFT!'!FNFSHFODZ!NFEJDBM!
UFYBT!USBVNB!IPTQJUBMT!GPS!
USBVNB!IPTQJUBMT
TUBUF!USBGGJD!GJOF
GFEFSBM!NFEJDBJE!NBUDIJOH!GVOET
City of Coppell
Series 2019 Issuance of Certificates of Obligation
Preliminary Schedule of Events as of 1/31/19
May-19Jun-19
SMTWTFSSMTWTFS
12341
5678910112345678
121314151617189101112131415
1920212223242516171819202122
26272829303123242526272829
30
Jul-19Aug-19
SMTWTFSSMTWTFS
123456123
7891011121345678910
1415161718192011121314151617
2122232425262718192021222324
2829303125262728293031
Complete
ByDayEvent
6-May-19MondayHilltop Securities requests information for preparation of the Official Statement
15-May-19WednesdayHilltop Securities receives requested information.
Hilltop Securities begins preparation of the Official Statement
28-May-19TuesdayDraft Official Statement distributed to the City and Bond Counsel
3-Jun-19MondayHilltop Securities receives comments on Official Statement
10-Jun-19MondayDistribute POS to Rating Agencies
11-Jun-19TuesdayCouncil meeting to approve publication of Notice of Intent for the Certificates
13-Jun-19Thursday1st Notice of Intent published for the Certificates
Week of June 17th - 21st Rating meetings/calls
20-Jun-19Thursday2nd Notice of Intent published for the Certificates
15-Jul-19MondayReceive Ratings
16-Jul-19TuesdayElectronically mail Official Statement to potential purchasers
23-Jul-19TuesdayPricing of the Certificates of Obligation
23-Jul-19TuesdayCity Council passes Ordinance authorizing
issuance of the Certificates
22-Aug-19ThursdayCertificate Closing and Delivery of Funds to the City
Prepared by: Hilltop Securities Inc.
MEMORANDUM
To: Mayor and City Council
From: Kent Collins, P.E., Director of Public Works
Date: February 26, 2019
Reference: Small Cell Colocation Attachment License Agreement
2030: Sustainable City Government, Goal 3
Excellent and Well-maintained City Infrastructure and Facilities
General Information:
Senate Bill (SB) 1004 adopted a new Chapter 284 of the Local Government Code.
SB 1004 had an effective date of September 1, 2017.
The provisions of Chapter 284 relate to installation of network nodes and node support
poles in the public right-of-way.
Local governments may designate historic districts and design districts with criteria
for design or concealment.
Chapter 284 provides for restrictions on installation of new poles in residential areas
and parks, and discourages nodes in those areas.
Cities may require a permit for installation of network nodes and poles.
Permit and use fees are limited or capped.
Staff presented a work session briefing on the issues related to this item during the
th
August 8 Town Council Meeting.
The City Council adopted code provisions and a design manual to address the
provisions of Chapter 284.
This item is a proposed form to allow small cell attachment to city-owned service
poles.
Introduction:
This Work Session item is presented to brief the Mayor and City Council regarding a Chapter 284
Service Pole Collocation Attachment License Agreement form. An item is on the agenda to approve
a resolution adopting the form for use by city staff.
1
Analysis:
Senate Bill (SB) 1004 adopted a new Chapter 284 of the Texas Local Government Code. The
provisions related to installation of network nodes and node support poles in the public right-of-way.
Key elements of Chapter 284 relate to: size limits for network nodes; restrictions on exclusive right-
of-way use agreements; rates for permitting and use (nodes and poles); collocation on service poles;
right-of-way access rights; construction and maintenance; location and height new poles; restrictions
on installation of new poles in parks or along residential streets; design or concealment of new
network nodes or new poles in a historic district or design district that contains decorative poles;
cabinet size; compliance with undergrounding requirements; compliance with design manual;
applications, permits and related processes; access to city-owned and other existing poles; and
interference. The city adopted amendments to the right-of-way management ordinance provisions
that are compliant with Chapter 284 in order to apply those provisions (definitions, size limitations,
permit fees/process, etc.) to applications that are made under Chapter 284. This item proposes
approval of a resolution adopting an attachment agreement form for small cells to attach to city-
owned service poles. Examples of service poles would include traffic signal poles or sign supports.
If approved, any use of this form to allow attachment to a city-owned service pole would be executed
by the City Manager.
Legal Review:
The City Attorney drafted the proposed agreement.
Fiscal Impact:
There is no fiscal impact for this item.
Recommendation:
There is no recommendation associated with this work session item.
2
CITY OF COPPELL, TEXAS
CHAPTER 284 SERVICE POLE COLLOCATION ATTACHMENT LICENSE
AGREEMENT
TABLE OF CONTENTS
Page No.
ARTICLE 1. PARTIES ............................................................................................................ 5
1.1. ADDRESSES ....................................................................................................... 5
ARTICLE 2. DEFINITIONS ................................................................................................... 6
ARTICLE 3. CHAPTER 284 GRANT AND SCOPE OF AUTHORIZATION TO
COLLOCATE NETWORK NODES ON SERVICE POLES. .................... 11
3.1. CITY GRANT OF PERMISSION IN ACCORDANCE WITH
CHAPTER 284. ................................................................................................. 11
3.2. SCOPE OF AGREEMENT ............................................................................... 11
3.3. UNAUTHORIZED NETWORK NODE ON SERVICE POLES. .................... 12
ARTICLE 4. APPLICATION FOR A PERMIT TO COLLOCATE ON A
SERVICE POLE. ............................................................................................. 12
4.1. APPLICATION FOR A PERMIT TO COLLOCATION A NETWORK
NODE ON A SERVICE POLE. ........................................................................ 12
4.2. REVIEW PROCESS FOR AN APPLICATION FOR COLLOCATION
OF A NETWORK NODE ON A SERVICE POLE PERMIT. (ch. 284,
Sec. 284.154) ..................................................................................................... 14
ARTICLE 5. CHAPTER 284 RENTAL FEES AND OTHER PAYMENTS .................... 15
5.1. NETWORK NODE SITE ANNUAL RENTAL RATE. (Ch. 284, Sec.
284.053) ............................................................................................................. 15
5.2. COLLOCATION ATTACHMENT ON SERVICE POLE FEE. (Ch. 284,
Sec. 284.056) ..................................................................................................... 16
5.3. MONTHLY TRANSPORT FACILITY FEE. (Ch. 284, Sec. 284.055) ............ 16
5.4. APPLICATION FEES. (Ch. 284, Sec. 284.156) ............................................... 18
5.5. OTHER PAYMENTS ........................................................................................ 18
5.6. NON-FUNCTIONING NETWORK Nodes ...................................................... 18
5.7. PAYMENT ........................................................................................................ 18
5.8. REIMBURSEMENT ......................................................................................... 18
1
5.9. PAYMENT LIMITS .......................................................................................... 19
5.10. COMPLIANCE REVIEW ................................................................................. 19
5.11. PERMITS CONDITIONED ON PAYMENTS BEING CURRENT. ............... 19
ARTICLE 6. DESIGN MANUAL, PUBLIC RIGHT-OF-WAY MANAGEMENT
ORD. COMPLIANCE AND RELATED REQUIREMENTS ..................... 19
6.1. AESTHETIC REQUIREMENTS ...................................................................... 19
6.2. INSTALLATION .............................................................................................. 20
6.3. INSPECTIONS .................................................................................................. 20
6.4. PLACEMENT.................................................................................................... 20
6.5. ELECTRICAL SUPPLY ................................................................................... 20
6.6. TRANSPORT FACILITY FIBER CONNECTION .......................................... 21
6.7. GENERATORS ................................................................................................. 21
6.8. EQUIPMENT DIMENSIONS ........................................................................... 21
6.9. TREE MAINTENANCE ................................................................................... 21
6.10. SIGNAGE .......................................................................................................... 21
6.11. REPAIR ............................................................................................................. 21
6.12. GRAFFITI ABATEMENT ................................................................................ 21
ARTICLE 7. RADIO INTERFERENCE BY NETWORK NODE PROHIBITED.
(CH. 284, SEC. 284.304) .................................................................................. 22
7.1. NO LIABILITY ................................................................................................. 22
7.2. NO INTERFERENCE ....................................................................................... 22
ARTICLE 8. ABANDONMENT, RELOCATION AND REMOVAL .............................. 23
8.1. ABANDONMENT OF OBSOLETE NETWORK NODE................................ 23
8.2. REMOVAL REQUIRED BY CITY .................................................................. 23
8.3. REMOVAL OR RELOCATION BY LICENSEE ............................................ 24
8.4. REMOVAL OR RELOCATION REQUIRED FOR CITY PROJECT ............ 24
8.5. REMOVAL REQUIRED AFTER TERMINATION OR EXPIRATION
OF LICENSE ..................................................................................................... 24
8.6. REMOVAL REQUIRED AFTER REVOCATION .......................................... 24
8.7. OWNERSHIP .................................................................................................... 25
8.8. RESTORATION ................................................................................................ 25
2
8.9. LICENSEE RESPONSIBLE ............................................................................. 25
8.10. ALLOCATION OF FUNDS FOR REMOVAL AND STORAGE ............ Error!
Bookmark not defined.
ARTICLE 9. ENVIRONMENTAL LAW REQUIREMENTS ........................................... 25
ARTICLE 10. SECURITY ....................................................................................................... 25
ARTICLE 11. INDEMNIFICATION, INSURANCE AND LIABILITY ............................ 25
ARTICLE 12. TERM AND TERMINATION ....................................................................... 26
12.1. TERM ................................................................................................................ 26
12.2. RENEWALS ...................................................................................................... 26
12.3. TERMINATION FOR CAUSE BY CITY ........................................................ 26
12.4. TERMINATION BY LICENSEE ..................................................................... 27
12.5. AUTOMATIC TERMINATION. ...................................................................... 27
ARTICLE 13. TRANSFER OF AUTHORITY ...................................................................... 27
13.1. ASSIGNMENT .................................................................................................. 27
13.2. BUSINESS STRUCTURE AND ASSIGNMENTS .......................................... 28
ARTICLE 14. INVENTORY AND INSPECTIONS. ............................................................ 28
14.1. INVENTORY RECORDS ................................................................................. 28
14.2. INSPECTIONS .................................................................................................. 28
14.3. CONFIDENTIAL INFORMATION ................................................................. 29
ARTICLE 15. MISCELLANEOUS ........................................................................................ 29
15.1. FORCE MAJEURE ........................................................................................... 29
15.2. DISPUTE RESOLUTION ................................................................................. 30
15.3. ACCEPTANCE AND APPROVAL; CONSENT ............................................. 30
15.4. REPRESENTATIONS AND WARRANTIES.................................................. 30
15.5. STATEMENT OF ACCEPTANCE .................................................................. 31
15.6. RELATIONSHIP OF THE PARTIES ............................................................... 31
15.7. SEVERABILITY ............................................................................................... 31
15.8. ENTIRE AGREEMENT .................................................................................... 31
15.9. WRITTEN AMENDMENT............................................................................... 31
15.10. APPLICABLE LAWS AND VENUE ............................................................... 31
15.11. NOTICES ........................................................................................................... 32
3
15.12. CAPTIONS ........................................................................................................ 32
15.13. NON-WAIVER.................................................................................................. 32
15.14. ENFORCEMENT .............................................................................................. 33
15.15. AMBIGUITIES.................................................................................................. 33
15.16. SURVIVAL ....................................................................................................... 33
15.17. RESERVED ....................................................................................................... 33
15.18. PARTIES IN INTEREST .................................................................................. 33
15.19. REMEDIES CUMULATIVE ............................................................................ 33
15.20. LICENSEE DEBT ............................................................................................. 33
15.21. PARTS INCORPORATED ............................................................................... 34
15.22. CONTROLLING PARTS .................................................................................. 34
15.23. SIGNATURES ................................................................................................... 34
List of Exhibits:
4
THE STATE OF TEXAS §
§
COUNTY OF DALLAS §
This Service Pole Collocation Attachment License Agreement is made
by and between the City of Coppell, -rule municipal corporation of the
its principal offices at ______________.
Section 284.056 and Section 284.101 (a) (3), the City enters into this Agreement to further
detail the terms and conditions of Collocation of attachments of wireless Network Nodes to and
on City Service Poles.
RECITALS
WHEREAS, Licensee, a Network Provider is requesting to and on Service Poles
that are in the Public Right-of-Way to the extent permitted by Chapter 284; and
WHEREAS, the City of Coppell, as a home-rule city, has the authority to manage the
public right-of-way to ensure the health, safety, and welfare of the public; and to receive from
network providers fair and reasonable compensation for use of the public right-of-way and for
collocation on poles; and
WHEREAS, Section 253 of the Federal Communications Act of 1934, as amended,
including 47 U.S.C. § 253, acknowledges that the City has the authority to manage and control
access to and use of the Public Right-of-Way within the City limits; and
WHEREAS, Chapter 284, Section 284.101 (a)-(b), et al, set forth the conditions to access
and Collocation on the Public Right-of-Way of the Network
Nodes to include compliance with the Applicable Codes, and Public Right-of-Way Management
Ordinances, and the restrictions in Chapter 284 concerning limits to the height, width, safety and
aesthetic requirements of Network Nodes; and
WHEREAS, the Licensee shall compensate the City pursuant to applicable state law,
including Chapter 284, for the collocation of the Network Nodes on Service Poles
Public Right-of-Way; and
WHEREAS, -exclusive use at locations in its Public Right-of-Way, are
subject to the terms and conditions set forth herein, and pursuant to Permits issued by the City
Manager or his designee; and
WHEREAS, the City and Licensee desire by this Agreement to set forth their
understanding of such matters.
NOW THEREFORE, in consideration of the mutual covenants and agreements contained
herein below, City and Licensee agree as follows:
ARTICLE 1. PARTIES
1.1.ADDRESSES
5
The initial address of the parties, which either party may change at any time by giving written
notice to the other party pursuant to the terms of this Agreement, are as follows:
City of _____________
Attn: _______________________
Street ________
Texas, _________
Email: ________________
Network Provider and Licensee
_____________________________
Attn: _______________________
Street ________
Texas, _________
Email: ________________
ARTICLE 2. DEFINITIONS
2.1. As used in this Agreement, the definitions as used in Tex. Loc. Gov. Code, Chapter 284,
1
Sec. 284.002 shall be used, unless otherwise noted in Section 2.1, below:
2.1.1. Abandon and its derivatives means the facilities installed in the right-of-way
(including by way of example but not limited to: poles, wires, conduit, manholes,
handholes, cuts, network nodes and node support poles, or portion thereof) that
is no longer in service or is physically disconnected from the operating facilities,
or from any other facilities, or from any other facilities that are in use or that still
carry service, for more than 60 consecutive calendar days unless, after notice to
Provider, Provider has established to the reasonable satisfaction of the City that
the applicable facilities, or portion thereof, is still in active use.
2.1.2. Affiliate means (a) any entity who (directly or indirectly) owns or controls, is
owned or controlled by, or is under common ownership or control with the
Licensee; (b) any entity acquiring substantially all of the assets of Licensee in the
market defined by the Federal Communications Commission in which the
Locations are located; or (c) any successor entity in a merger, acquisition, or other
business reorganization involving Licensee. For purposes of this definition,
an equity or other financial interest (or the equivalent
thereof) of more than 10 percent or any management interest.
2.1.3. Agreement means this contract between the Parties, including any exhibits and
any written amendments as authorized by this Agreement.
6
2.1.4. Antenna means communications equipment that transmits or receives
electromagnetic radio frequency signals used in the provision of wireless
services.
2.1.5. Applicable code or codes means uniform building, fire, electrical, plumbing, or
mechanical codes adopted by a recognized national code organization; and local
amendments to those codes to the extent not inconsistent with Chapter 284.
2.1.6. City means the City of Coppell.
2.1.7. Collocate and collocation mean the installation, mounting, maintenance,
modification, operation, or replacement of network nodes in a public right-of-
way on or adjacent to a pole.
2.1.8. Concealment or Camouflaged means any Wireless Facility or Pole that is
covered, blended, painted, disguised, camouflaged or otherwise concealed such
that the Wireless Facility blends into the surrounding environment and is visually
unobtrusive as allowed as a condition for City advance approval under Chapter
284, Sec. 284.105 in Historic or Design Districts. A Concealed or Camouflaged
Wireless Facility or Pole also includes any Wireless Facility or Pole conforming
to the surrounding area in which the Wireless Facility or Pole is located and may
include, but is not limited to hidden beneath a façade, blended with surrounding
area design, painted to match the supporting area, or disguised with artificial tree
branches.
2.1.9. Decorative pole means a streetlight pole specially designed and placed for
aesthetic purposes and on which no appurtenances or attachments, other than
specially designed informational or directional signage or temporary holiday or
special event attachments, have been placed or are permitted to be placed
according to nondiscriminatory municipal codes.
2.1.10. Design District means an area that is zoned, or otherwise designated by municipal
code, and for which the city maintains and enforces unique design and aesthetic
standards on a uniform and nondiscriminatory basis.
2.1.11. Design Manual means the City Design Manual for the Installation of Network
Nodes and Node Support Poles pursuant to Tex. Loc. Gov. Code, Chapter 284
enacted and adopted by the City in accordance with Chapter 284, Sec. 284.108.
2.1.12. Director means the director of engineering or any designated representative.
2.1.13. Disaster emergency or disaster or emergency means an imminent, impending,
or actual natural or humanly induced situation wherein the health, safety, or
welfare of the residents of the city is threatened, and includes, but is not limited
to any declaration of emergency by city state or federal governmental
authorities.
2.1.14. Distributed Antenna System or DAS
7
2.1.15. Effective Date means that date signed by the Mayor on the signature page of this
Agreement for each respective Licensee.
2.1.16. Ground Equipment means a Wireless Facility that is located on the surface of the
Public Right-of-Way in an approved permit that is immediately adjacent to the
Pole on which the Network Node is located.
2.1.17. Historic District recognized by the City, state or federal government under the
City Code of Ordinances, State Law, including, but not limited to, Sec.
442.001(3) of the Texas Government Code, a federal law, including, but not
limited to, 16 U.S.C. § 470.
2.1.18. Historic Landmark recognized by the City, state or federal government under the
City Code of Ordinances, State Law, including, but not limited to, Sec.
442.001(3) of the Texas Government Code, a federal law, including, but not
limited to, 16 U.S.C. § 470.
2.1.19. Law means common law or a federal, state, or local law, statute, code, rule,
regulation, order, or ordinance
2.1.20. Licensee and Network Provider mean _______ and includes its successors and
assigns.
2.1.21. Location means the location of a Service Pole in the Public Right-of-Way in
which Licensee is authorized to place its Network Node, provided that it has
obtained all Permits.
2.1.22. Macro tower means a guyed or self-supported pole or monopole greater than the
height parameters prescribed by Chapter 284, Section 284.103 and that supports
or is capable of supporting antennas.
2.1.23. Micro network node means a network node that is not larger in dimension than
24 inches in length, 15 inches in width, and 12 inches in height, and that has an
exterior antenna, if any, not longer than 11 inches.
2.1.24. Modification means any work in the Public Right-of-Way, or alteration of a
Wireless Facility that is not substantially similar in size or is a change in the
location in the Public Right-of-Way or its physical position
on the Pole except those alterations or changes that are excepted from requiring
a permit under Chapter 284, Sec. 284.157 (a) and (b) do not constitute
Modifications.
2.1.25. Municipal park means an area that is zoned or otherwise designated by municipal
code as a public park for the purpose of recreational activity.
2.1.26. Municipally owned utility pole means a utility pole owned or operated by a
municipally owned utility, as defined by Section 11.003, Utilities Code, and
located in a public right-of-way.
2.1.27. MUTCD means Manual of Uniform Traffic Control Devices.
8
2.1.28. Network node means equipment at a fixed location that enables wireless
communications between user equipment and a communications network. The
term: (A) includes: (i) equipment associated with wireless communications; (ii) a
radio transceiver, an antenna, a battery-only backup power supply, and
comparable equipment, regardless of technological configuration; and
(iii) coaxial or fiber-optic cable that is immediately adjacent to and directly
associated with a particular collocation; and (B) does not include: (i) an electric
generator; (ii) a pole; or (iii) a macro tower.
2.1.29. Network provider means: (A) a wireless service provider; or (B) a person that
does not provide wireless services and that is not an electric utility but builds or
installs on behalf of a wireless service provider: (i) network nodes; or (ii) node
support poles or any other structure that supports or is capable of supporting a
network node.
2.1.30. Party or Parties mean the Licensee and City, individually or collectively as
indicated in the context in which it appears.
2.1.31. Other Party or Other Parties means a Chapter 284 Wireless Service provider who
is not a Party to this Agreement.
2.1.32. Node support pole means a pole installed by a network provider for the primary
purpose of supporting a network node.
2.1.33. Permit means a written authorization for the use of the public right-of-way or
collocation on a service pole required from a municipality before a network
provider may perform an action or initiate, continue, or complete a project over
which the municipality has police power authority.
2.1.34. Pole means a service pole, municipally owned utility pole, node support pole, or
utility pole
2.1.35. Provider has the same meaning as
2.1.36. Public right-of-way means any area of land within the city that is acquired by,
dedicated to, or claimed by the city in fee simple, by easement, or by prescriptive
right and that is expressly or impliedly accepted or used in fact or by operation of
law as a public roadway, highway, street, sidewalk, alley, or utility access
easement. The term includes the area on, below, and above the surface of the
public right-of-way. The term applies regardless of whether the public right-of-
way is paved or unpaved. The term does not include airwaves above the public
right-of-way that fall under the exclusive jurisdiction of the United States
government.
2.1.37. Public right-of-way management ordinance means an ordinance of the City of
Coppell 6 of the Coppell
Code of Ordinances.
9
2.1.38. Public right-of-way rate means an annual rental charge paid by a network
provider to a municipality related to the construction, maintenance, or operation
of network nodes within a public right-of-way in the municipality pursuant to
Chapter 284, Sec. 284.053.
2.1.39. Rental Fees means as described in Article 5 herein.
2.1.40. School means an educational institution that offers a course of instruction for
students in one or more grades from kindergarten through grade 12
2.1.41. Service pole means a pole, other than a municipally owned utility pole, owned or
operated by a municipality and located in a public right-of-way, including: (A) a
pole that supports traffic control functions; (B) a structure for signage; (C) a pole
that supports lighting, other than a decorative pole; and (D) a pole or similar
structure owned or operated by a municipality and supporting only network
nodes.
2.1.42. Small cell
2.1.43. Street means the paved portion of the right-of-way, whether fee or easement, that
has been constructed, reconstructed, or resurfaced with concrete or asphalt or
some other surface.
width of the entire right-of-way, while a Public Right-of-Way may include
the curb or the sidewalk, if either are present at the time of a permit application
or if added later.
2.1.44. TAS means Texas Accessibility Standards.
2.1.45. Traffic Signal means any device, whether manually, electrically, or mechanically
operated by which traffic is alternately directed to stop and to proceed.
2.1.46. Transport facility means each transmission path physically within a public right-
of-way, extending with a physical line from a network node directly to the
network, for the purpose of providing backhaul for network nodes
2.1.47. Underground Requirement Area shall mean means an area where poles, overhead
wires, and associated overhead or above ground structures have been removed
and buried or have been approved for burial underground pursuant to municipal
ordinances, zoning regulations, state law, private deed restrictions, and other
public or private restrictions, that prohibit installing aboveground structures in a
public right-of-way.
2.1.48. Utility pole means a pole that provides: (A) electric distribution with a voltage
rating of not more than 34.5 kilovolts; or (B) services of a telecommunications
provider, as defined by Chapter 284, Section 51.002, Utilities Code.
10
2.1.49. Wireless service means any service, using licensed or unlicensed wireless
spectrum, including the use of Wi-Fi, whether at a fixed location or mobile,
provided to the public using a network node.
2.1.50. Wireless service provider means a person that provides wireless service to the
public.
2.1.51. Wireless facilities
2.2 When not inconsistent with the context, words used in the present tense include the future,
words used in the plural number include the singular number, and words in the singular
include the plural.
2.3. The word is always mandatory and not merely permissive.
2.4. followed by
ARTICLE 3. CHAPTER 284 GRANT AND SCOPE OF AUTHORIZATION TO
COLLOCATE NETWORK NODES ON SERVICE POLES.
3.1. CITY GRANT OF PERMISSION IN ACCORDANCE WITH CHAPTER 284.
3.1.1. Only to the extent required by Chapter 284, Sec. 284.056 and Sec. 284.101 (a)
(3) does the City grant Licensee the right to enter the Public Right-of-Way and to
Collocate Network Node facilities on Service Poles in the Public Right-of-Way,
subject to the terms of this Agreement and Chapter 284.
3.1.2. This Agreement does not confer any other rights not described herein nor does it
permit Licensee or third parties to use the Public Right-of-Way or Service Poles
for purposes not specified in this Agreement, except to the extent otherwise
expressly allowed by law.
3.1.3. This Agreement does not authorize the Licensee to install equipment and facilities
associated with or for Macro Towers in the Public Right-of-Way.
3.1.4. Network Provider must have an existing Agreement with the City to apply for
and be granted a Permit to use or to in anyway Collocate Network Node facilities
on Service Poles.
3.2. SCOPE OF AGREEMENT
3.2.1. This Agreement is not exclusive and the City reserves the right to grant
permission to enter the Public Right-of-Way and to use Service Poles in the
Public Right-of-Way to Collocate Network Node facilities to other eligible and
qualified Other Parties under Chapter 284.
3.2.2. Except as expressly provided herein, this Agreement does not grant Licensee the
authority to grant any rights under this Agreement to any Other Party without the
11
written consent of the City in a separate agreement in accordance with Chapter
284.
3.2.3. This Agreement only authorizes Collocation of Network Node on Service Poles
in the Public Right-of-Way and does not confer any rights or permission to install
or otherwise collocate Network Node on any other Poles or to place such Network
Node in the Public Right-of-Way.
3.2.4. This Agreement does not grant to the Licensee an interest in any property.
3.3. UNAUTHORIZED NETWORK NODE ON SERVICE POLES.
3.3.1. The City Manager shall deem as unauthorized any type of Network Node attached
or Collocated to a Service Pole if there is no Agreement, even if it was
inadvertently and incorrectly permitted. The City Manager at his or her sole
remove unauthorized Network Node
to the City. The City will invoice and Licensee shall reimburse the City within
Network Node.
3.3.2. Any Modification to a Network Node must be approved by the City Engineer
except for those modifications, repairs, routine maintenance or related work that
do not require a permit under Chapter 284, Sec. 284.157 (a) and (b), however
even for those modifications, repairs, routine maintenance or related work that do
not require a permit under Chapter 284, Sec. 284.157 (a) and (b), advance notice
shall be given via written letter (which may be delivered by hand or other method)
or an acknowledged email transmission by the Network Provider to the City
contact listed in Article 1 shall be provided to the City as allowed by Chapter 284,
Sec. 284.157 (d) (1)- (3).
ARTICLE 4. APPLICATION FOR A PERMIT TO COLLOCATE ON A SERVICE
POLE.
4.1. APPLICATION FOR A PERMIT TO COLLOCATION A NETWORK NODE ON A
SERVICE POLE.
4.1.1. Application for Collocation on Service Pole Permit. Prior to Collocation of a
Network Node on a Service Pole or installation of the related ground equipment
adjacent to a Service Pole, Licensee shall complete and submit to the City
Engineer the Application for Collocation of a Network Node on a Service Pole
Location, and the following:
4.1.1.1. Fee for Application for Collocation on Service Pole Permit Due with
Application.
(a) City will charge an application and permit fee for the Application for
Collocation of a Network Node on a Service Pole in accordance with
Chapter 284, Sec. 284.156.
12
(b) Licensee shall pay the City the Ch. 284, Sec. 284.156 application and
permit fees at the time of the submittal of the application for the permits.
Except as provided for in this Agreement, application and permit fees are
non-refundable.
4.1.1.2. Documents necessary for the review of the Application for Collocation
of a Network Node on a Service Pole, and as reasonably requested by the City
Engineer as may be requested pursuant to Chapter 284, include but are not limited
to:
4.1.1.2.1. Map showing exact intended location of the Network Node
and its distance from a designated Historic Landmark, Park, or School,
Utility Pole, Node Support Pole, and other Network Nodes on a Service
Pole, if any, and depicting the sidewalks, and ramps onto sidewalks
required by Applicable Codes, TAS, or other law, including the
Americans with Disabilities Act, and paved street surface and utility
easements;
4.1.1.2.2. Representative drawings or pictures of the intended Network
Node as intended to be Collocated on the Service pole; and
4.1.1.2.3. Engineering and construction plans and drawings related to
the Collocation of the Network Node on the Service Pole, including where
the proposed Transport Facilities will be connected to the Network Node
as electrical power connections.
4.1.1.3. Required industry standard pole load analysis: Installations on all Service
Poles shall have an industry standard pole load analysis completed and submitted
to the municipality with each permit application indicating that the Service Pole to
which the Network Node is to be attached will safely support the load, in
accordance with Chapter 284.108. An application will not be accepted as complete
or will be deemed to have not been accepted without the appropriate engineering
analysis.
4.1.1.4. Height of attachments: All attachments on all Service Poles shall be at least
8 feet above grade, in accordance with Chapter 284, Sec. 285.108 (a) (1) - (2) and
if a Network Node attachment is projecting toward the street, for the safety and
protection of the public and vehicular traffic, the attachment shall be installed no
less than sixteen (16) feet above the ground.
4.1.1.5. Installations on Traffic Signals: Installations on all Traffic signal structures
must not interfere with the integrity of the facility in any way that may compromise
the safety of the public and must be in accordance with an agreement as allowed by
Chapter 284, Sec. 285.056 and Sec. 284.101 (a) (3), and (b). Installation of Network
Node facilities on any traffic signal structures shall:
i. Be encased in a separate conduit than the traffic light electronics;
13
ii. Have a separate electric power connection than the traffic signal
structure; and
iii. Have a separate access point than the traffic signal structure.
iv. Shall not alter, puncture or drill into the City structure.
4.1.1.6. Installations on Street signage: Installations on all street signage structures
must not interfere with the integrity of the facility in any way that may compromise
the safety of the public. Installation of Network Node facilities on any street signage
structures that has electronics shall:
i. Be encased in a separate conduit than any City signage electronics;
ii. Have a separate electric power connection than the signage structure;
iii. Have a separate access point than the signage structure;
iv. Will not alter, puncture or drill into the City structure.
4.1.2. Network Provider shall comply with any additional requirements of the Public
Right-of-Way Management Ordinance and Design Manual or directions of the City
Manager concerning collocating its Network Nodes on any Service Pole. Compliance is to
be Public Right-of-Way Management Ordinance and Design Manual in
effect at the time of the Application for Collocation of a Network Node on a Service Pole
Location.
4.1.3. If the applicant is not the same as the Licensee listed on the Application for
Collocation of a Network Node on a Service Pole or installation of the related ground
equipment, the Licensee shall sign the application or provide a letter of agency satisfactory
to the City and is presumed to be the owner of the Network Node, and Ground Equipment
and shall be fully responsible for them and the Rental Fees as set forth as the Licensee and
Network Provider in this Agreement.
4.2. REVIEW PROCESS FOR AN APPLICATION FOR COLLOCATION OF A NETWORK
NODE ON A SERVICE POLE PERMIT. (CH. 284, SEC. 284.154)
4.2.1. The City Engineer shall review an Application for Collocation of a Network Node
on a Service Pole or installation of the related ground equipment on a Service
Pole for completeness and act in the time allowed, with notifications to the
Licensee, as prescribed in Chapter 284, Sec. 284.154.
4.2.2. The City Engineer shall review the Application for Collocation of a Network
Node on a Service Pole to determine:
4.2.2.1. If the requested site has already been approved as a Location for
Other Parties, in which instance that Location shall no longer be available and
application shall be denied;
4.2.2.2. If all the required documentation has been provided;
14
4.2.2.3. Compliance with the Public Right-of-
Way Management Ordinance and Design Manual and this Agreement;
4.2.2.4. That written permission has been obtained by applicable parties as
required by this Agreement; and
4.2.2.5. Compliance with applicable construction, engineering, design
specifications, Applicable Codes and laws, and other applicable requirements,
including the Americans with Disabilities Act.
4.2.3. The City Engineer shall deny a requested Application for Collocation of a
Network Node on a Service Pole if the Licensee is not in compliance
with Public Right-of-Way Management Ordinance and Design Manual
and this Agreement.
4.2.4. Licensee shall not install a Network Node without the requisite Permit(s).
4.2.5. The City Engineer shall forward to the City Manager each approved GIS or Street
Address and related information in the Application for Collocation of a Network
Node on a Service Pole when a Permit is approved.
ARTICLE 5. CHAPTER 284 RENTAL FEES AND OTHER PAYMENTS
5.1. NETWORK NODE SITE ANNUAL RENTAL RATE. (CH. 284, SEC. 284.053)
5.1.1 Annual Network Node Rate. Licensee shall pay the City annually $250 per Network
Node site in accordance with Ch. 284., Sec. 284.053 (a) the Network Node Public Right-
of-Way Rate for each Location for which Licensee has obtained Permit(s) regardless of
whether or not a Licensee installs Network Nodes in the Public Right-of-Way. Except as
provided for in this Agreement, the annual Network Node Public Right-of-Way Rate is
non-refundable.
5.1.2. Initial Annual Network Node Rate Pro Rated. The annual Network Node Public
Right-of-Way Rate payment for the first year at any Location Annual Network
Node begins accruing when the permit is issued and is due 30 days after
Licensee obtains a Permit to install or collocate a Network Node at the Location. The Initial
Annual Network Node Payment shall be pro-rated for the months remaining in the calendar
year after the permit issuance date.
5.1.3. Subsequent Years Annual Network Node Rate Due Date. The annual Network Node
Public Right-of-Way Rate for every year after the Initial Annual Network Node Payment
shall be paid in advance on or before December 31 of each calendar year for each Network
Node in the Public Right-of-Way for the next calendar year period.
5.1.4 Annual Network Node Rate Adjustment. Pursuant to Ch. 284, Sec. 284.054 on or
about each October of each year after October 2017 the City intends to adjust the annual
Network Node Public Right-of-Way Rate by an amount equal to one-half the annual
change, cumulative since Sept. 1, 2017, if any, in the Consumer Price Index for All Urban
Consumers for Texas, as published by the federal Bureau of Labor Statistics. The City shall
provide written notice to each Network Provider of the new rate, and the rate shall apply
to the first payment due to the municipality on or after the 60th day following that notice.
15
It is Public Right-of-Way Rate be
effective each year by December 31 in order to apply and begin accruing January 1 of the
year following the Notice of the adjustment in the Network Node Site Public Right-of-Way
Rate.
5.2. COLLOCATION ATTACHMENT ON SERVICE POLE FEE. (CH. 284, SEC. 284.056)
5.2.1 Annual Collocation on Service Pole Attachment fee. Licensee shall pay the City
annually $20 for each Network Node Permitted to be Collocated on Service Pole in
accordance with Ch. 284., Sec. 284.056 for each Location for which Licensee has obtained
Permit(s) to collocate a Network Node on a Service Pole regardless of whether or not a
Licensee collocates a Network Node on a Service Pole. Except as provided for in this
Agreement, this fee is non-refundable.
5.2.2. Initial Annual Collocation on Service Pole Attachment Fee Pro Rated. The annual
collocation on Service Pole attachment fee payment for the first year at any Location
Annual Collocation on Service Pole Attachment Fee begins accruing
when the permit is issued and is due 30 days after Licensee obtains a Permit to install or
collocate a Network Node at the Location. The Initial Annual Collocation on Service Pole
Attachment Fee Payment shall be pro-rated for the months remaining in the calendar year
after the permit issuance date.
5.2.3. Subsequent Years Annual Collocation on Service Pole Attachment Fee Due Date.
The annual Collocation on Service Pole attachment fee for every year after the Initial
Payment shall be paid in advance on or before December 31 of each calendar year for each
Network Node in the Public Right-of-Way for the next calendar year period.
5.3. MONTHLY TRANSPORT FACILITY FEE. (CH. 284, SEC. 284.055)
5.3.1 Monthly Transport Facility Fee. To the extent Network Provider has Transport
Facilities Permitted from the Network Nodes in the Public Right-of-Way it shall pay the
City in accordance with the Ch. 284, Sec. 284.055 (b) a monthly Transport Facilities fee
on a quarterly basis as set out below in Sec. 5.3.3, which begins accruing when the permit
is issued and is on the same quarterly access line schedule for quarterly calendar period
covered and quarterly payment schedule as in Chapter 283 of the Local Gov. Code. Except
as provided for in this Agreement, the Monthly Transport Facility Fee is non-refundable
5.3.2 Licensee may either:
(a) In accordance with Ch. 284., Sec. 284.055 (a) (1), install its own Transport
Facilities, subject to Transport Facility fee payments as set out in Subsection 5.3.3,
below; or
(b) In accordance with Ch. 284., Sec. 284.055 (a) (2) obtain transport service from
a person that is paying the City fees to occupy the Public Right-of-Way that are the
equivalent of not less than $28 per Network node site per month, for which the City
shall require independent reasonable verification that the provider of Transport
Facility service to the Network Provider has paid the City in the corresponding
calendar quarterly time period a payment in an amount that is equivalent to or
16
greater than the Transport Facility fee due for that quarterly payment for the same
and corresponding calendar quarter period that the Network Provider would have
been due to pay the city for the calendar quarter as set out in Subsection 5.3.4.,
below.
5.3.3. Monthly Transport Facility Fee payment. In accordance with Ch. 284., Sec. 284.055
(b), the Network Provider shall pay to the City an amount equal to $28 multiplied by the
number of the Network Provider's Network Nodes located in the Public Right-of-Way for
which the installed Transport Facilities provide backhaul unless or until the time the
Network Provider's payment of municipal rights-of-way fees for use of the Public Right-
of-Ways to the City from that same and corresponding calendar quarter period that exceeds
its monthly aggregate per-node compensation to the City due for that calendar quarter,
subject to the verification as set out in Subsection 5.3.4., below.
5.3.3.1. Quarterly Due dates of Transport Facility Fee payments. The Monthly
Transport Facility Fee begins accruing when the permit is issued and is on the same
quarterly access line schedule for quarterly calendar period covered and quarterly
payment schedule as in Chapter 283 of the Local Gov. Code. The Network Provider
shall pay the City the Monthly Transport Facility Fee payment on a quarterly
calendar year basis for each calendar quarter, 45 days after the end of the preceding
calendar quarter the monthly Public Right-of-Way rate for Transport Facilities.
5.3.4 Alternative Quarterly True-up Verification Report. If Network Provider utilizes the
Ch. 284., Sec. 284.055 (a) (2) option to obtain transport service from a person that is paying
municipal fees to occupy the Public Right-of-Way or utilizes the Ch. 284, Sec. 284.055 (a)
(1), option and install its own Transport Facilities and asserts that it has paid the City in an
amount that is equivalent to or greater than the Transport Facility fee due for that quarterly
period for the same and corresponding calendar quarter period that would have been due
from the Network Provider to the City for the calendar quarter then:
(a) 45 days after the end of each calendar quarter the Network Provider shall
provide to the City a Quarterly True-up Verification Report documenting those
equivalent or greater payments to the City.
(b) This verification report is to allow the City to verify that the corresponding
immediately preceding past quarterly payments due the City for Transfer Facilities
for each Network Node Transfer Facility that the City has received from the
Network Provider or from the Network Plities
a payment to the City for that corresponding prior calendar is
equal to or exceeds the monthly aggregate per-node Transfer Facility compensation
due to the City under this Agreement and Ch. 284., Sec. 284.055 (b) (2) for that
same calendar quarter period.
(c) The Quarterly True-up Verification Report shall be provided 45 days after the
end of each calendar quarter that an actual and full payment is not made from the
Network Provider to the City for the Transfer Facilities Monthly Transport Facility
Fee payment.
17
(d) In the event the payment to the City that is asserted to be equal to or exceeding
the monthly aggregate per-node Transfer Facility compensation due to the City
under this Agreement and Ch. 284., Sec. 284.055 was by a different named entity
than the Network Provider, the Network Provider bears the burden to establish that
the entity paying the City and the Network Provider is an Affiliate and that they are
one and the same for purposes of a Chapter 284 Transfer Facility fee true-up credit
against the Monthly Transport Facility Fee.
5.3.5. This Transport Facility fee is in addition to any annual Network Node Public Right-
of-Way Rate payment required by Ch. 284, Section 284.053
5.4. APPLICATION FEES. (CH. 284, SEC. 284.156)
5.4.1 Application and Permit Fees. Licensee shall pay the City the Ch. 284, Sec. 284.156
application and permit fees contemporaneously with the submittal of the application for
the permits. Except as provided for in this Agreement, application and permit fees are non-
refundable.
5.5. OTHER PAYMENTS
The Network Node Public Right-of-Way Rate, the collocation on Service Pole attachment fee, the
Transport Facility fee, (collectively sometimes referred to as and the application
and permit fees payable under Ch. 284, shall be exclusive of, and in addition to all ad valorem
taxes, special assessments for municipal improvements, and other lawful obligations of the
Licensee to the City.
5.6.NON-FUNCTIONING NETWORK NODES
Licensee shall continue to pay Rental Fees for Network Nodes attached to Service Poles that are
no longer in service or operational if the Network Nodes attached to Service Poles occupy the
Public Right-of-Way.
5.7.PAYMENT
5.7.1. Rental Fees shall be as due as set out in Section 5.1-5.4 above.
5.7.2. Rental Fee and other payments shall be payable by ACH direct deposit or check
payable to the City of _________________________ and sent to the following
address:
ATTN: ____________
City of _________________________
P.O. Box _____
_________________________, TX _____
5.8.REIMBURSEMENT
When under the terms of this Agreement, the City at its own expense has removed or remediated
Network Nodes attached to Service Poles or Licensee is required to reimburse the City,
18
the Licensee shall remit payment to the City to the address listed in Article 5.7 within 30 days of
the date of the invoice for removal, remediation, or requirement.
5.9.PAYMENT LIMITS
Following removal of any Network Nodes attached to Service Poles consistent with the terms of
this Agreement, and payment for any damages due to the installation, maintenance or removal of
the Network Node, or any other amounts due the City under this Agreement there will be no
compensation due, including any Rental Fees, to the City by Licensee for such Network Nodes
attached to Service Poles except that the City shall not issue any refunds for any amounts already
paid by Licensee for Network Nodes attached to Service Poles that have been removed.
Notwithstanding the foregoing, if Licensee is required by the City to remove a Network Node(s)
attached to Service Pole(s)
this Agreement, City may reimburse Licensee the Rental Fee for such Network Nodes attached to
Service Poles pro-rated monthly for the remainder of the calendar year.
5.10. COMPLIANCE REVIEW
The City may, at its discretion, upon no less than 30 days prior written notice, require that the
Licensee produce its records related to this Agreement for review by the City Manager to ascertain
the correctness of the information provided under Article 5 of this Agreement. If the City Manager
identifies, as a result of a review of the information provided pursuant to Article 5 of this
Agreement amounts owed by the Licensee from prior periods, the Licensee shall pay the amount
identified within 30 days of the date of the invoice. If the review determines that payment of the
Rental Fee was not made in accordance with the terms of this Agreement and that such payment
represents an overp
future obligations to City under this Agreement.
5.11. PERMITS CONDITIONED ON PAYMENTS BEING CURRENT.
Permits are expressly conditioned on Rental payments being current or the permit is void after 30
and remain void until payment in full, except for those amounts
disputed in good faith, for which reasonable and detailed documentation has been submitted to
the City supporting such disputed amounts and is still pending City review.
ARTICLE 6. DESIGN MANUAL, PUBLIC RIGHT-OF-WAY MANAGEMENT ORD.
COMPLIANCE AND RELATED REQUIREMENTS
6.1. AESTHETIC REQUIREMENTS
6.1.1. Public Right-
of-Way Management Ordinance and Design Manual concerning Collocating its Network
Public Right-of-Way Management Ordinance and
Design Manual are published and amended from time to time. Compliance is to be with
Public Right-of-Way Management Ordinance and Design Manual in effect at
the time of the Application for Collocation of a Network Node on a Service Pole Location.
Public Right-of-Way Management
Ordinance, Design Manual or Chapter 284 the Network Node on the Service Pole shall be
19
concealed or enclosed as much as possible in an equipment box, cabinet or other unit that
may include ventilation openings; external cables and wires hanging off a pole shall be
sheathed or enclosed in a conduit, so that wires are protected and not visible or are visually
minimized to the extent possible.
6.2. INSTALLATION
Public Right-of-Way Management Ordinance or
Design Manual or Chapter 284 the Network Node on the Service Pole Licensee shall, at its own
cost and expense, install the Network Nodes attached to Service Poles in a good and workmanlike
manner and in accordance with the requirements promulgated by the City Engineer, as such may
be amended from time to time. Licensee work shall be subject to the regulation, control and
direction of the City Engineer. All work done in connection with the installation, operation,
maintenance, repair, and/or replacement of the Network Nodes attached to Service Poles shall be
in compliance with all Applicable Codes and Laws.
6.3. INSPECTIONS
6.3.1. The City Engineer may perform visual inspections of any Network Nodes
attached to Service Poles located in the Public Right-of-Way as the City Engineer
deems appropriate without notice. If the inspection requires physical contact with
the Network Node, the City Engineer shall provide written notice to the Licensee
within five business days of the planned inspection. Licensee may have a
representative present during such inspection.
6.3.2. In the event of an emergency situation, the City may, but is not required to, notify
Licensee of an inspection. The City may take action necessary to remediate the
emergency situation and the City Engineer shall notify Licensee as soon as
practically possible after remediation is complete.
6.4. PLACEMENT
Public Right-of-Way
Management Ordinance and Design Manual concerning Collocating its Network Nodes on
Public Right-of-Way Management Ordinance and Design
Manual are published and amended from time to time. Compliance is to be with the C
Public Right-of-Way Management Ordinance and Design Manual in effect at the time of
the Application for Collocation of a Network Node on a Service Pole Location.
6.5. ELECTRICAL SUPPLY
Public Right-of-Way Management Ordinance and
Design Manual concerning electrical connections to its Network Nodes on any Service Pole as
published and amended from time to time, but as in effect at the time of the application for a permit.
Licensee shall be responsible for obtaining any required electrical power service to the Network
Nodes. The City shall not be liable to the Licensee for any stoppages or shortages of electrical
power furnished to the Network Nodes, including without limitation, stoppages or shortages
caused by any act, omission, or requirement of the public utility serving the structure or the act or
omission of any other tenant or Licensee of the structure, or for any other cause beyond the control
of the City. Licensee shall not be entitled to any abatement of the Rental Fee for any such stoppage
or shortage of electrical power.
20
6.6. TRANSPORT FACILITY FIBER CONNECTION
Licensee shall be responsible for obtaining and properly permitting Transport Facilities for the
Network Nodes access and connection to fiber optic lines or other backhaul solutions that may be
required for its Network Nodes.
6.7. GENERATORS
Licensee shall not allow or install generators or back-up generators in the Public Right-of-Way.
6.8. EQUIPMENT DIMENSIONS
Network Nodes shall strictly conform to the size limits in Chapter 284 for its Network
Nodes and ground equipment and shall be no greater than those sizes, but may be less than the
sizes set out in Chapter 284.
6.9. TREE MAINTENANCE
Public Right-of-Way Management Ordinance and
Design Manual concerning tree maintenance.
6.10. SIGNAGE
Public Right-of-Way Management Ordinance and
Design Manual concerning signage on the Network Node and any ground equipment.
6.11. REPAIR
Public Right-of-Way Management Ordinance or
Design Manual whenever the installation, placement, Collocation, attachment, repair, removal,
operation, use, or relocation of the Network Node, or ground equipment, or any portion thereof is
required or permitted under this Agreement, and such installation, placement, Collocation,
attachment, repair, removal, operation, use, or relocation causes any property of the City or any
third party to be damaged or to have been altered in such a manner as to make it unusable, unsafe,
or in violation of any Law, Applicable Code, rule, or regulation, Licensee, at its sole cost and
expense, shall promptly repair and return such property to its original condition. If Licensee does
not repair such property or perform such work as described in this paragraph, then the City shall
imminent danger to the public, to perform or cause to be performed such reasonable and necessary
work on behalf of Licensee and to charge Licensee for the reasonable and actual costs incurred by
the City. Licensee shall reimburse the City for the costs in accordance with Article 5.8 of this
Agreement.
6.12. GRAFFITI ABATEMENT
Public Right-of-Way Management Ordinance and
Design Manual concerning graffiti on any of its Network Node or ground equipment.
21
ARTICLE 7. RADIO INTERFERENCE BY NETWORK NODE PROHIBITED. (ch. 284,
Sec. 284.304)
7.1. NO LIABILITY
7.1.1. The City shall not be liable to Licensee for any damage caused by other Licensees
with Network Node in close proximity of the Service Pole.
7.1.2. The City shall not be liable to Licensee by reason of inconvenience, annoyance
or injury to the Network Node, or ground equipment, or activities conducted by
Licensee therefrom, arising from the necessity of repairing any portion of the
Public Right-of-Way, or from the making of any necessary alteration or
improvements, in, or to, any portion of the Public Right-of-Way, or in, or to, its
fixtures, appurtenances or equipment. The City will use reasonable efforts not to
cause material interference to LicenseeNetwork Node.
7.2. NO INTERFERENCE
7.2.1. Network Node shall strictly comply with Chapter 284, Sec. 284.304
and not cause any harmful radio frequency interference to a Federal
Communications Commission-authorized mobile telecommunications operation
of any municipality operating at the time the Network Node was initially installed
or constructed. On written notice, the Network Provider shall take all steps
reasonably necessary to remedy any harmful interference.
72.2. To the extent not inconsistent with Chap. 284., Sec. 284.304:
Tode collocated on Service Poles shall not
cause harmful interference to public service radio frequency, wireless
network, or communications operations ) and Other Parties
Network Nodes or similar third-party equipment in the Public Right-of-Way or
. Network Node
interferes Operations, then Licensee shall immediately cease
operation of the Network Node causing said interference upon receiving notice
from the City and refrain from operating until Licensee has eliminated the
interference. If after notice Licensee continues to operate Network Node that
cause interference with City Operations, such Network Node may be deemed
unauthorized and subject to the provisions of this Agreement.
Network Node interferes with Protected Equipment, then Licensee shall take the
steps necessary to correct and eliminate such interference within 24 hours of
receipt of notice from the City. If the Licensee is unable to resolve the
interference issue within this timeframe, it will voluntarily power down the
Network Node causing the interference, except for intermittent testing until such
time as the interference is remedied
7.2.2. Following installation or Modification of a Network Node, the City Engineer may
require Licensee to test the Network Node
Operations or Protected
Equipment.
22
ARTICLE 8. ABANDONMENT, RELOCATION AND REMOVAL
8.1. ABANDONMENT OF OBSOLETE NETWORK NODE
Public Right-of-Way
Management Ordinance and Design Manual concerning collocating its Network Nodes on any
Public Right-of-Way Management Ordinance and Design Manual are
that are published and amended from time to time. Compliance is to be with thPublic
Right-of-Way Management Ordinance and Design Manual in effect at the time of the Application
for Collocation of a Network Node on a Service Pole Location.
Public Right-of-Way Management Ordinance or
Design Manual Licensee shall remove Network Nodes and ground equipment when such facilities
are Abandoned regardless of whether it receives notice from the City. Unless the City sends notice
that removal must be completed immediately to ensure public health, safety, and welfare, the
removal must be completed within the earlier of 90 days of it being Abandoned or within 90 days
of receipt of written notice from the City. When Licensee removes or abandons permanent
structures in the Public Right-of-Way, the Licensee shall notify the City Engineer and City
Manager in writing of such removal or abandonment and shall file with the City Engineer and City
Manager the location and description of Network Nodes and ground equipment removed or
abandoned. The City Engineer may require the Licensee to complete additional remedial measures
necessary for public safety and the integrity of the Public Right-of-Way.
8.2. REMOVAL REQUIRED BY CITY
8.2.1. Public Right-of-Way Management
Ordinance, Design Manual or Chapter 284, Sec. 284.303, Licensee shall, at its
sole cost and expense, promptly disconnect, remove, or relocate the applicable
Network Nodes and ground equipment within the time frame and in the manner
required by the City Engineer if the City Engineer reasonably determines that the
disconnection, removal, or relocation of any part of Network Nodes and ground
equipment (a) is necessary to protect the public health, safety, welfare, or City
property, (b) Network Nodes and ground equipment or portion thereof, is
adversely affecting proper operation of streetlights, or City property, or (c)
Licensee loses or fails to obtain all applicable licenses, Permits, and certifications
required by Law for its Network Nodes and ground equipment, or use of any
Location under this Agreement. If the City Engineer reasonably determines that
there is imminent danger to the public, then the City may immediately disconnect,
remove, or relocate the applicable Network Nodes and ground equipment at the
8.2.2. The City Engineer shall provide 90 days written notice to the Licensee before
removing a Network Node and ground equipment under this Section 8.2, unless
there is imminent danger to the public health, safety, and welfare.
8.2.3. Licensee shall reimburse actual cost of removal and any
storage or associated costs of its Network Nodes and ground equipment in
accordance with this Agreement within 30 days of receiving the invoice from the
City.
23
8.3. REMOVAL OR RELOCATION BY LICENSEE
8.3.1. If the Licensee removes or relocates a Network Nodes and ground equipment at
its own discretion, it shall notify the City Engineer and City Manager in writing
not less than 10 business days prior to removal or relocation. Licensee shall
obtain all permits required for relocation or removal of its Network Nodes and
ground equipment prior to relocation or removal.
8.3.2. Except as otherwise provided in this Agreement, the City shall not issue any
refunds for any amounts paid by Licensee for Network Nodes and ground
equipment that have been removed.
8.4. REMOVAL OR RELOCATION REQUIRED FOR CITY PROJECT
8.4.1. Public Right-of-Way Management
Ordinance or Design Manual and Chapter 284, Sec. 284.303, Licensee
understands and acknowledges that the City may require Licensee to remove or
relocate its Network Nodes and ground equipment, or any portion thereof from
the Public Right-of-Way
City Engineer reasonably determines that the relocation or removal is needed for
any of the following purposes: Required for the construction, completion, repair,
widening, relocation, or maintenance of, or use in connection with, any City
construction or maintenance project that enhances the Public Right-of-Way for
use of the traveling public.
8.4.2. If Licensee fails to remove or relocate the Network Nodes and ground equipment,
or portion thereof as requested by the City Engineer within 90 days
receipt of the request, then the City shall be entitled to remove the Network Nodes
and ground equipment
without further notice to Licensee, and Licensee shall, within 30 days following
issuance of invoice for the same, reimburse the City for its reasonable expenses
incurred in the removal (including, without limitation, storage expenses) of the
Network Nodes and ground equipment, or portion thereof.
8.5. REMOVAL REQUIRED AFTER TERMINATION OR EXPIRATION OF LICENSE
Within 30 calendar days after termination or expiration of this Agreement, Licensee shall
commence removal of all of Network Nodes and ground equipment from all Service
Pole(s) in the Public Right-of-Way and peaceably surrender the Public Right-of-Way to City in
the same condition the Public Right-of-Way was in on the Effective Date. Removal of all the
Network Nodes and ground equipment under this section must be completed within 90
days. If Licensee fails to begin removal of the Network Nodes and ground equipment on or before
the 30th day after the Agreement expires or terminates or fails to complete removal within 90 days,
the City may remove, store, or dispose of any remaining portion of the Network Nodes and ground
equipment in any manner the City Engineer deems appropriate. Licensee shall, within 30 days
reimburse the City for all costs incurred by
the City in connection therewith (including any reasonable overhead and storage fees).
8.6. REMOVAL REQUIRED AFTER REVOCATION
24
Within 30 days after the date of the notice of revocation of a Permit for a Location, Licensee shall
commence removal of the Network Nodes and ground equipment from the Public Right-of-Way
and peaceably surrender the Public Right-of-Way to City in the same condition the Public Right-
of-Way was in on the Effective Date. If Licensee fails to complete removal within 90 days, the
City may remove, store, or dispose of any remaining portion of the Network Nodes and ground
equipment in any manner the City Engineer deems appropriate. Licensee shall, within 30 days
, reimburse the City for all costs incurred by
the City in connection therewith (including any reasonable overhead and storage fees).
8.7. OWNERSHIP
No part of a Network Node constructed, erected or placed on the Public Right-of-Way by Licensee
will become, or be considered by the City as being affixed to or a part of, a Service Pole or of the
Public Right-of-Way. All portions of the Network Node constructed, modified, erected or placed
by Licensee on the Public Right-of-Way will be and remains the property of Licensee and may be
removed by Licensee at any time during or after the Term.
8.8. RESTORATION
Licensee shall repair any damage to the Public Right-of-Way, and the property of any third party
within 10 days following the dat
expense, to include restoration of the Public Right-of-Way and property to substantially the same
condition as it was immediately before the Effective Date, including restoration or replacement of
any damaged trees, shrubs or other vegetation. Such repair, restoration and replacement shall be
subject to the sole, reasonable approval of the City Manager.
8.9. LICENSEE RESPONSIBLE
Licensee shall be responsible and liable for the acts and omissions of Lemployees,
temporary employees, officers, directors, consultants, agents, Affiliates, subsidiaries, sublicensees,
sublessees, and subcontractors in connection with the performance of this Agreement, as if such
ARTICLE 9. ENVIRONMENTAL LAW REQUIREMENTS
Public Right-of-Way Management Ordinance
concerning environmental law requirements on any of its Network Node or ground equipment.
ARTICLE 10. SECURITY
Public Right-of-Way Management Ordinance
concerning security requirements on any of its Network Node or ground equipment.
ARTICLE 11. INDEMNIFICATION, INSURANCE AND LIABILITY
11.1 IndemnityPublic Right-of-Way Management
Ordinance and Chapter 284, Sec. 284.302 concerning on indemnification requirements on any of
its Network Node or ground equipment.
25
11.2 Insurance. Public Right-of-Way Management
Ordinance concerning insurance requirements on any of its Network Node or ground equipment.
11.3 Liability. Network Provider shall be responsible for any damages to any party that occur
due to the installation, maintenance or failure to maintain, the removal or failure to remove
Network Nodes for which it would be liable under Law.
ARTICLE 12. TERM AND TERMINATION
12.1. TERM
12.1.1. This Agreement is effective on the Effective Date and unless sooner
terminated under other provisions of this Agreement, will remain in effect
until December 31, 2025 Initial Term.
12.2. RENEWALS
Upon expiration of the Initial Term, this Agreement will automatically renew for up to two (2)
unless either the City or Licensee chooses not to renew. If either the City or Licensee chooses
not to renew this Agreement, the City Manager shall notify the Licensee or the Licensee shall
notify the City Manager of non-renewal at least 90 days before the expiration of the then-
current term.
12.3. TERMINATION FOR CAUSE BY CITY
12.3.1. If Licensee defaults under this Agreement, the City may terminate this Agreement
subject to Licensee to cure such defaults below. The City's right to
terminate this Agreement for Licensee's default is cumulative of all its rights and
remedies which exist now or in the future. Default by Licensee includes, but is
not limited to:
12.3.1.1. Failure of the Licensee to comply with any material term of this
Agreement;
12.3.1.2. Licensee becomes insolvent.
12.3.1.3.
certification required by the City under this Agreement and pay all fees associated
therewith after the City has notified the Licensee that licenses, permits, and
certifications must be obtained to work in the Public Right-of-Way;
12.3.1.4.
benefit of its creditors;
12.3.1.5. A receiver or trustee is appointed for Licensee; or
12.4.1.6. Licensee fails to apply for permits to Collocate on Service Poles in
the Public Right-of-Way within 1 year of the Effective Date of this Agreement.
12.3.2. If a default occurs, the City Manager shall deliver a written notice to Licensee
describing the default and the termination date. If the City Manager sends a
default notice, the Licensee shall have 60 days from the receipt of such notice to
26
cure the default (unless the nature of the event takes longer to cure and the
Licensee commences a cure within such 60-day period and thereafter diligently
pursues it but will not exceed 180 days unless agreed to by the City Manager
which agreement will not be unreasonably withheld). If Licensee cures the
default before the proposed termination date, the proposed termination is
ineffective.
12.3.3. If the default is not cured in the time and manner set out above or by the City
Manager, then the City Manager may immediately terminate this Agreement by
notifying Licensee in writing of such termination. After receiving the notice,
Licensee shall, immediately cease operations and remove Network Node from
the Public Right-of-Way in accordance with the Sections 8.5 and 8.6 of this
Agreement, and any payment due shall be remitted by Licensee within 30 days
of the receipt of the notice to the address in the Section 1.1 of this Agreement.
12.4. TERMINATION BY LICENSEE
12.4.1. The Licensee may terminate this Agreement at any time without cause by giving
30 days advance written notice to the City Manager.
12.4.2. If the Licensee does not remove all Network Node from the Public Right-of-Way
within the time period required by Section 8.5 of this Agreement, the Network
Node may be removed by the City, subject to reimbursement for its cost from the
Network provider as allowed by the Agreement.
12.5. AUTOMATIC TERMINATION.
If Chapter 284 of the Local Government Code, or any part thereof is at any time, in full or in part,
revoked, found to be unconstitutional, struck down, preempted or otherwise becomes void or
invalid, then this License shall automatically terminate, unless an extension is granted by the City.
This section shall constitute Notice that in such case, all Network Nodes are to be removed within
ninety (90) days from the event that affect Chapter 284. The Parties agree they will negotiate in
good faith to assure an ease of transitions as to those parts of Chapter 284 that have been
adjudicated as unenforceable, as well as continued compliance with those parts that may remain
enforceable, if any.
ARTICLE 13. TRANSFER OF AUTHORITY
13.1. ASSIGNMENT
13.1.1. Licensee may not assign, delegate, transfer, or sell all or any portion of its rights,
privileges and obligations under this Agreement without written notice to and the
prior written consent of the City Manager, which consent will not be
unreasonably withheld. No assignment in law or otherwise shall be effective
until the assignee has filed with the City Manager an instrument, duly executed,
reciting the fact of such assignment, accepting the terms hereof, and agreeing to
comply with all of the provisions hereof. A mortgage or other pledge of assets
in a bona fide lending transaction shall not be considered an assignment of this
Agreement for the purposes of this Article.
27
13.1.2. This Agreement binds and benefits the Parties and their legal successors and
permitted assigns; however, this provision does not alter the restrictions on
assignment and disposal of assets set out in this Article. This Agreement does
not create any personal liability on the part of any officer or agent of the City.
13.1.3. Notwithstanding anything to the contrary contained in this Agreement, Licensee
will, whenever in its sole discretion it is required or appropriate for the operation
of its business, have the right, without notice to or consent of City, City Manager,
or any other party, to assign all or any portion of its rights under this Agreement
in whole or in part, to (a) any Affiliates as long as such entity has expertise in the
operation of Network Node, or provision of Wireless Services; (b) any entity with
which the Licensee or an Affiliate of the Licensee shares joint ownership of the
Network Nodes and ground equipment ; or (c) any entity that is a holder of a then-
current Agreement. The Licensee shall give written notice to the City Manager
within thirty (30) days of such assignment.
13.2. BUSINESS STRUCTURE AND ASSIGNMENTS
Nothing in this clause, however, prevents the creation of a security interest in the Network Node
facilities as described in the Texas Business & Commerce Code. In the case of such an
enforcement of that security interest by the holder of the security interest, as an assignee, Licensee
shall immediately furnish to the City Manager with proof of the assignment and the name,
telephone number, and address of the assignee and a clear contractual obligation that the assignee
shall and does assume all the liabilities and responsibilities of Licensee under this Agreement,
including responsibilities for any unpaid past due payments, and current and future payments that
may be due the City. Such assignment does not release Licensee of its obligations and payments
due or to be due the City, unless there is an express written release agreed to by the City.
ARTICLE 14. INVENTORY AND INSPECTIONS.
14.1. INVENTORY RECORDS
14.1.1. Licensee shall maintain a list of its approved Network Node Locations on Service
Poles by GIS location during the Term of this Agreement. Licensee shall provide
to the City Manager such list within 30 days upon written request, but no more
frequent than once a year after the first year of this agreement.
14.2. INSPECTIONS
14.2.1. City representatives shall have the right to perform, or to have performed, (1)
inspections of the records described in 14.1.1 and (2) inspections of all places in
the Public Right-of-Way where work is undertaken in connection with this
Agreement. Licensee shall keep its records described in 14.1.1 available for this
purpose for at least four years after this Agreement terminates or expires. The
inspection may be performed by City staff or third-party representatives engaged
by the City. This provision does not affect the applicable statute of limitations.
14.2.2. In addition to other records or filings required hereunder or by Law, the Licensee
shall maintain and provide access to a current map by either paper or electronic
28
means, upon request by the City Manager or City Engineer, showing the
approximate locations of Network Nodes on Service Poles in the Right-of- Way.
14.2.3. The City Manager may reasonably require the keeping of additional records or
terms of this Agreement.
14.3. CONFIDENTIAL INFORMATION
The City Manager shall not disclose any confidential information reproduced for documentation
of audit issues unless required by law. If the City receives a request to review or copy confidential
comply with the requirements for handling third party information under the Act, including
notifying the Licensee that a request to review or copy Confidential Information has been
submitted to the City. Confidential information deemed subject to disclosure under the Act by the
Attorney General of the State of Texas shall be disclosed.
ARTICLE 15. MISCELLANEOUS
15.1. FORCE MAJEURE
Other than the Licensee's failure to pay amounts due and payable under this Agreement, the
Licensee shall not be in default or be subject to sanction under any provision of this Agreement
when its performance is prevented by Force Majeure. Force Majeure means an event caused by
epidemic; act of God; fire, flood, hurricanes, tornadoes, or other natural disasters; explosions;
terrorist acts against the City or Licensee; act of military or superior governmental authority that
Licensee is unable to prevent by exercise of reasonable diligence; war; riots; or civil disorder;
provided, however, that such causes are beyond the reasonable control and without the willful act,
fault, failure or negligence of the Licensee. The term does not include any changes in general
economic conditions such as inflation, interest rates, economic downturn or other factors of general
application; or an event that merely makes performance more difficult, expensive or impractical.
Performance is not excused under this section following the end of the applicable event of Force
Majeure. Licensee is not relieved from performing its obligations under this Agreement due to a
strike or work slowdown of its employees. Force Majeure does not entitle Licensee to
reimbursement of payments.
This relief is not applicable unless the affected party does the following:
15.1.1. uses due diligence to remove the effects of the Force Majeure as quickly as
possible and to continue performance notwithstanding the Force Majeure; and
15.1.2. provides the other party with prompt written notice of the cause and its anticipated
effect.
The City Manager will review claims that a Force Majeure that directly impacts the City or
Licensee has occurred and render a written decision within 14 days. The decision of the City
Manager is final.
Licensee is not relieved from performing its obligations under this Agreement due to a strike or
work slowdown of its employees. Licensee shall employ only fully trained and qualified personnel
during a strike.
29
15.2. DISPUTE RESOLUTION
15.2.1. In the event of a dispute between the Parties that arises during the Term of this
Agreement, the Parties shall attempt to expeditiously and amicably resolve any
dispute through good faith discussions in the ordinary course of business at the
level at which the dispute originates.
15.2.2. If the Parties are not able to resolve the dispute in the ordinary course of business,
the City Manager and representatives of other City departments that are involved
to resolve the dispute.
15.2.4. Except in emergencies, no lawsuit under or related to this Agreement by one party
against the other may be filed until at least meeting has occurred between the City
Manager and executives of Network Provider with full authority to resolve the
claims in the meeting or that are available contemporaneously with the meeting
via live telephonic communications where the parties agree to attempt in good
faith to resolve or narrow the issues; and if not resolved, and the parties agree that
before initiating litigation, either party shall notify the other party of its intent to
sue, and provide a copy of the draft pleading, with supporting facts and legal
authorities at least fourteen (14) days before suit is filed.
15.2.5. This section does not apply to disputes that involve a question of law.
15.2.6. Notwithstanding the existence of any dispute between the Parties, insofar as is
possible under the terms of this Agreement, each Party shall continue to perform
the obligations required of it during the continuation of any such dispute, unless
enjoined or prohibited by a court of competent jurisdiction or unless this
Agreement terminates or expires under the terms provided herein.
15.3. ACCEPTANCE AND APPROVAL; CONSENT
An approval by the City Manager, the City Engineer, or any other instrumentality of City, of any
part of the Licensee's performance shall not be construed to waive compliance with this Agreement
or to establish a standard of performance other than required by this Agreement or by law. Where
this Agreement contains a provision that either party approve or consent to any action of the other
party, such approval or consent shall not be unreasonably withheld or delayed. Except as provided
for in this Agreement, the City Manager or City Engineer are not authorized to vary the terms of
this Agreement.
15.4. REPRESENTATIONS AND WARRANTIES
In addition to the representations, warranties, and covenants of the Licensee to the City set forth
elsewhere herein, the Licensee represents and warrants to the City and covenants and agrees
(which representations, warranties, covenants and agreements shall not be affected or waived by
any inspection or examination made by or on behalf of the City) that, as of the Effective Date
and throughout the term of this Agreement:
15.4.1. Organization, Standing and Power. The Licensee is a Network Provider duly
organized, validly existing and in good standing under the laws of the state of its
organization and is duly authorized to do business in the State of Texas and in the
30
City. The Licensee has all requisite power and authority to own or lease its
properties and assets, subject to the terms of this Agreement, to conduct its
businesses as currently conducted and to execute, deliver and perform this
License and all other agreements entered into or delivered in connection with or
as contemplated hereby.
15.4.2. Truthful Statements. The Licensee warrants, to the best of its knowledge and
belief, that information provided and statements made in connection with its
application for this Agreement were true and correct when made and are true and
correct upon execution hereof.
15.4.3. Condition of Public Right-of-Way. Licensee accepts the Public Right-of-Way
where Network Node are authorized to be located without any express
or implied warranties of any kind.
15.5. STATEMENT OF ACCEPTANCE
Licensee and City, for themselves, their successors and assigns, hereby accept and agrees to be
bound by all terms, conditions and provisions of this Agreement.
15.6. RELATIONSHIP OF THE PARTIES
Licensee shall be responsible and liable for its contractors, subcontractors, and sublicensees. The
performance under this Agreement. All personnel Licensee uses or provides
are its employees, contractors,
subcontractors for any purpose whatsoever.
15.7. SEVERABILITY
If any part of this Agreement is for any reason found to be unenforceable, all other parts remain
enforceable unless the result materially prejudices either Party.
15.8. ENTIRE AGREEMENT
This Agreement merges the prior negotiations and understandings of the Parties and embodies the
entire agreement of the Parties. No other agreements, assurances, conditions, covenants (express
or implied), or other terms of any kind, exist between the Parties regarding this Agreement.
15.9. WRITTEN AMENDMENT
Unless otherwise specified elsewhere in this Agreement, this Agreement may be amended only by
written instrument executed on behalf of the City (by authority of an ordinance adopted by the
City Council) and Licensee. The City Manager and City Engineer are only authorized to perform
the functions specifically delegated to him or her in this Agreement.
15.10. APPLICABLE LAWS AND VENUE
15.10.1. This Agreement is subject to all Applicable Codes and Laws, and all rules and
regulations of any regulatory body or officer having jurisdiction, including any
lawful court or administrative decisions, judgments or orders that have been fully
31
and finally adjudicated, including any appeals of such decisions judgments, or
shall be governed, construed, and enforced
according to the laws of the State of Texas, without regard to its choice of law
provisions.
If any material provision of this Agreement is superseded or affected by Law,
then the Parties shall negotiate in good faith to revise this Agreement.
15.10.2.
mediation as described in this Agreement, Licensee shall submit any and all
litigation and legal proceedings between any of the Licensee and the City to the
exclusive jurisdiction of the state or federal courts in the State of Texas and waive
any objections or right as to forum non conveniens, lack of personal jurisdiction,
or similar grounds. Venue for any litigation relating to this Agreement is Dallas
County, Texas.
15.11. NOTICES
15.11.1. All notices to either party to the Agreement must be in writing and must be
delivered by hand, facsimile, United States registered or certified mail, return
receipt requested, United States Express Mail, Federal Express, Airborne
Express, UPS or any other national overnight express delivery service. The
notice must be addressed to the party to whom the notice is given at its address
set out in Article I, Section 1.1 of this Agreement or other address the receiving
party has designated previously by proper notice to the sending party. Postage or
delivery charges must be paid by the party giving the notice.
15.11.2. Licensee shall address a copy to the City Engineer at the address set out in Article
I, Section 1.1 of all notices pertaining to Article 6 and 8 and other notices to the
City Engineer required under this Agreement.
15.11.3. Licensee shall address a copy to the City Attorney at the address set out in Article
I, Section 1.1 of all notices pertaining to Article 15 and other notices to the City
Attorney required under this Agreement
15.12. CAPTIONS
Captions contained in this Agreement are for reference only, and, therefore, have no effect in
construing this Agreement. The captions are not restrictive of the subject matter of any section in
this Agreement.
15.13. NON-WAIVER
If either Party fails to require the other to perform a term of this Agreement, that failure does not
prevent the Party from later enforcing that term and all other terms. If either Party waives the
32
15.14. ENFORCEMENT
The City Attorney may enforce all legal rights and obligations under this Agreement without
further authorization. Licensee shall provide to the City Attorney all documents and records
pertaining to this Agreement that the City Attorney requests to assist in determining Licensee's
compliance with this Agreement, with the exception of those documents made confidential by
federal or State law or regulation.
15.15. AMBIGUITIES
If any term of this Agreement is ambiguous, it shall not be construed for or against any Party on
the basis that the Party did or did not write it.
15.16. SURVIVAL
Licensee and the City shall remain obligated to the other Party under all provisions of this
Agreement that expressly or by their nature extend beyond the termination or expiration of this
Agreement, including, but not limited to, the provisions regarding warranty, indemnification and
confidentiality.
All representations and warranties contained in this Agreement shall survive the term of the
Agreement.
15.17. RESERVED
15.18. PARTIES IN INTEREST
This Agreement does not bestow any rights upon any third party, but binds and benefits the City
and Licensee only.
15.19. REMEDIES CUMULATIVE
Unless otherwise specified elsewhere in this Agreement, the rights and remedies contained in this
Agreement are not exclusive, but are cumulative of all rights and remedies which exist now or in
the future. Neither party may terminate its duties under this Agreement except in accordance with
its provisions.
15.20. LICENSEE DEBT
IF CITY MANAGER BECOMES AWARE THAT LICENSEE OWES ANY DELINQUENT
SUM OF MONEY IN AN AMOUNT GREATER THAN $100.00 TO THE CITY OR ANY
AFFILIATE ENTITY FOR AD VALOREM TAXES ON REAL OR PERSONAL PROPERTY
LOCATED WITHIN THE BOUNDARIES OF THE CIT NOTIFY
LICENSEE IN WRITING. IF LICENSEE DOES NOT PAY THE DEBT WITHIN 30 DAYS OF
SUCH NOTIFICATION, THE CITY MANAGER MAY DEDUCT FUNDS IN AN AMOUNT
EQUAL TO THE DEBT FROM ANY PAYMENTS OWED TO LICENSEE BY THE CITY
UNDER THIS AGREEMENT.
33
15.21. PARTS INCORPORATED
All of the above-described sections listed in the Table of Contents and the listed exhibits are made
a part of and incorporated into this Agreement.
15.22. CONTROLLING PARTS
If a conflict between the sections of the Agreement and any of the exhibits arises, the sections of
the Agreement control over the exhibits.
15.23. SIGNATURES
IN WITNESS WHEREOF, the Original Signatories, through their duly authorized officers,
have executed this Agreement in multiple counterparts, each of equal force and effect, effective as
of the as of the date signed by the Mayor.
LICENSEE/NETWORK PROVIDER: CITY:
______________ CITY OF COPPELL, TEXAS
Signed by:
_______________________________ _______________________________
Name: Mayor
Title: Date Signed. _______________
Tax Identification No.: ATTEST/SEAL:
ATTEST/SEAL:
_______________________________
_______________________________ City Secretary
Name:
Date Signed. _______________
Approved as to Form:
_________________________________
City Attorney,
City of Coppell
1
The definitions as used in Tx. Loc. Gov. Code, Chapter 284, Sec. 284.002 shall be used and control over any
conflicts with the Agreement.
Tx. Loc. Gov. Code, Chapter 284, Sec. 284.002. DEFINITIONS. In this chapter:
(1) "Antenna" means communications equipment that transmits or receives electromagnetic radio
frequency signals used in the provision of wireless services.
(2) "Applicable codes" means:
34
(A) uniform building, fire, electrical, plumbing, or mechanical codes adopted by a recognized
national code organization; and
(B) local amendments to those codes to the extent not inconsistent with this chapter.
(3) "Collocate" and "collocation" mean the installation, mounting, maintenance, modification, operation,
or replacement of network nodes in a public right-of-way on or adjacent to a pole.
(4) "Decorative pole" means a streetlight pole specially designed and placed for aesthetic purposes and on
which no appurtenances or attachments, other than specially designed informational or directional signage or
temporary holiday or special event attachments, have been placed or are permitted to be placed according to
nondiscriminatory municipal codes.
(5) "Design district" means an area that is zoned, or otherwise designated by municipal code, and for
which the city maintains and enforces unique design and aesthetic standards on a uniform and nondiscriminatory
basis.
(6) "Historic district" means an area that is zoned or otherwise designated as a historic district under
municipal, state, or federal law.
(7) "Law" means common law or a federal, state, or local law, statute, code, rule, regulation, order, or
ordinance.
(8) "Macro tower" means a guyed or self-supported pole or monopole greater than the height parameters
prescribed by Section 284.103 and that supports or is capable of supporting antennas.
(9) "Micro network node" means a network node that is not larger in dimension than 24 inches in length,
15 inches in width, and 12 inches in height, and that has an exterior antenna, if any, not longer than 11 inches.
(10) "Municipally owned utility pole" means a utility pole owned or operated by a municipally owned
utility, as defined by Section 11.003, Utilities Code, and located in a public right-of-way.
(11) "Municipal park" means an area that is zoned or otherwise designated by municipal code as a public
park for the purpose of recreational activity.
(12) "Network node" means equipment at a fixed location that enables wireless communications between
user equipment and a communications network. The term:
(A) includes:
(i) equipment associated with wireless communications;
(ii) a radio transceiver, an antenna, a battery-only backup power supply, and comparable
equipment, regardless of technological configuration; and
(iii) coaxial or fiber-optic cable that is immediately adjacent to and directly associated
with a particular collocation; and
(B) does not include:
(i) an electric generator;
(ii) a pole; or
(iii) a macro tower.
(13) "Network provider" means:
(A) a wireless service provider; or
(B) a person that does not provide wireless services and that is not an electric utility but builds or
installs on behalf of a wireless service provider:
(i) network nodes; or
(ii) node support poles or any other structure that supports or is capable of supporting a
network node.
(14) "Node support pole" means a pole installed by a network provider for the primary purpose of
supporting a network node.
(15) "Permit" means a written authorization for the use of the public right-of-way or collocation on a
service pole required from a municipality before a network provider may perform an action or initiate, continue, or
complete a project over which the municipality has police power authority.
(16) "Pole" means a service pole, municipally owned utility pole, node support pole, or utility pole.
(17) "Private easement" means an easement or other real property right that is only for the benefit of the
grantor and grantee and their successors and assigns.
(18) "Public right-of-way" means the area on, below, or above a public roadway, highway, street, public
sidewalk, alley, waterway, or utility easement in which the municipality has an interest. The term does not include:
(A) a private easement; or
(B) the airwaves above a public right-of-way with regard to wireless telecommunications.
(19) "Public right-of-way management ordinance" means an ordinance that complies with Subchapter C.
(20) "Public right-of-way rate" means an annual rental charge paid by a network provider to a municipality
35
related to the construction, maintenance, or operation of network nodes within a public right-of-way in the
municipality.
(21) "Service pole" means a pole, other than a municipally owned utility pole, owned or operated by a
municipality and located in a public right-of-way, including:
(A) a pole that supports traffic control functions;
(B) a structure for signage;
(C) a pole that supports lighting, other than a decorative pole; and
(D) a pole or similar structure owned or operated by a municipality and supporting only network
nodes.
(22) "Transport facility" means each transmission path physically within a public right-of-way, extending
with a physical line from a network node directly to the network, for the purpose of providing backhaul for network
nodes.
(23) "Utility pole" means a pole that provides:
(A) electric distribution with a voltage rating of not more than 34.5 kilovolts; or
(B) services of a telecommunications provider, as defined by Section 51.002, Utilities Code.
(24) "Wireless service" means any service, using licensed or unlicensed wireless spectrum, including the
use of Wi-Fi, whether at a fixed location or mobile, provided to the public using a network node.
(25) "Wireless service provider" means a person that provides wireless service to the public.
36
MEMORANDUM
To: Mayor and City Council
From: Mindi Hurley, Director of Community Development
Date: February 26, 2019 (continued from January 8, 2019)
Reference: Draft Ordinance Amending the Historic District Signage Requirements allowing for
Murals
2030: Sense of Community
Executive Summary:
Sarah Carrick, owner of Jacaranda Gift Shop, asked to install a fence on the north side of her property with a
mural painted on it. Staff researched and found that murals are not addressed in the Code; therefore, we could
not permit it. We discussed the topic at the August 2018 Council Worksession. The direction given by City
Council was to draft regulations to allow murals on commercial sites in the Old Town Historic District. We
discussed the draft ordinance at the January 8, 2019 Worksession. Updates from that meeting are bolded
and located in under the Analysis heading below.
Staff researched surrounding cities’ ordinances and policies as they relate to murals. We consulted with the
City Attorney regarding how to responsibly allow for murals and the legal implications involved. Attached is
a summary of case law used as a basis in drafting the proposed regulations. The cases relate to content neutral
regulations, commercial speech and review procedures.
Draft Ordinance Summary:
1. Only one mural will be allowed per commercial site within the Historic District.
2. Maximum 50% of the façade may be covered.
3. No advertising of products or services is allowed.
4. They shall be maintained in good condition (i.e. no pealing or faded paint).
5. Approval from Director of Community Development is required.
6. If not approved, then an appeal to Planning and Zoning Commission is available.
Analysis:
At the January 8, 2019 Worksession, Council had concern related to what could be painted in the murals
if permitted by right in the Historic District. They asked that we study three different scenarios. These
are listed below along with the research.
1. What is the worst case that could happen if this ordinance is passed?
Someone could apply for a mural that is distasteful, vulgar, or contains a message that
does not coincide with the ideals of the community (could be a political or religious based
1
sign). We would not have any legal basis for denying it if it met the content neutral
parameters set up in the ordinance, as it relates to size and quantity.
2. What is the worst case that could happen if we do nothing?
We would treat it as a “sign” and most likely murals would not be allowed (in violation
of the sign ordinance)
There is not a method for anyone that wants to paint a mural to be granted approval by
right.
On a case by case basis, we could write PD regulations for allowing for a specific painted
sign (mural) at a specific location.
If they paint a mural without a sign permit, it would be deemed as graffiti, and they
would have to remove it or paint over it.
3. What is the outcome if we prohibit murals?
This would take away one of the potential opportunities for promoting the area -through
the use of “Instagram Murals”.
4. What can we regulate in terms of religious messages?
Anything that has a religious implication can be difficult to regulate as it could violate
the establishment or free exercise clause of the first amendment.
5. What are the specific requirements for the Old Town (Main Street) Development?
The restrictive covenants for the Old Town (Main Street) development give the authority
to the Property Owners Association (POA) to approve signage that is in accordance with
the PD zoning and Design Guidelines for the area. These are the same as the regulations
in place for the rest of Old Town, except they allow for signs to be painted on the building
and allows for neon on the restaurants. After the POA gives their blessing, staff reviews
it to ensure it complies before issuing the permit.
Subsequent to the Council work-session, Sarah Carrick asked that I research Addison's regulations.
Charles Goff, the Assistant Director of Development Services and Planning, said that they have three
murals. Each of these were approved via a special exception to the sign ordinance. They haven’t ever
been challenged on their ordinance which was adopted in the 80’s.
Another question that came up after the City Council Meeting was: How does Ft. Worth deal with
murals and to see how do they deal with obscene or vulgar murals?
I contacted Sevanne Steiner, Senior Planner. She doesn’t know of any obscene or vulgar murals.
Fort Worth doesn’t require permits unless the mural is proposed within many of their Design
Districts that have certain design standards. If it is in a design district, then they get to review
the conceptual design prior to approving it.
Also, in the event it is not within a design district, the city still requests a conceptual design just
to make sure that it would not be considered a sign with commercial messaging. Then, if no
commercial messaging is present, then they are allowed to proceed with painting the mural.
If it does have commercial messaging (a logo or an image of the product or service), then it is
considered a sign and they review it as such.
In conclusion, the draft ordinance would make it easier for the business owner to be approved for a
mural within the H District, but there is a small chance that it would open the door for art that is not of
good quality (subjectively speaking), or art that is not compatible with the values and ideals of the
community. If we do not pass the ordinance, we could bring forward each mural on a case by case basis
as a Planned Development District – a specific zoning granting a specific “sign” for a specific location.
This process would take approximately 60 days and would require both P&Z and City Council action,
just as any other PD.
2
Legal Review: We have consulted with the attorney throughout the research and drafting of the ordinance and
answering the questions of City Council in this memo.
Recommendation: Recommend redrafting of the ordinance incorporating necessary changes as a result of
the workshop session and bringing back the final ordinance in March for adoption.
Attachments:
1. Summary of Surrounding Cities’ Regulations
2. Summary of Case Law
3. Draft Ordinance
3
44COSIPA
-
44LEDEAPRE
-
hƩķźƓğƓĭĻƭ
=
2DE
-
Code?bidId
-
3SPPR
-
library.municode.com/tx/irving/codes/la
\[źƓƉ Ʒƚ /źƷǤ
https://library.municode.com/tx/carrollton/codes/code_of_ordinances?nodeId=TITXVLAUS_CH151SIRE_SPSIRE_S151.87WASIhttp://www.ci.dallas.or.us/DocumentCenter/View/3172/Signhttps://library.municode.com/t
x/flower_mound/codes/code_of_ordinances?nodeId=SPBLADERE_CH86SI_ARTIIRE_DIV1GE_S86https://nd_development_code?nodeId=PTIDESTBUCO_CH7BISI_S7https://library.municode.com/tx/lewisville/codes/code_of_ord
inances?nodeId=PTIICOOR_CH9.5OLTODE_ARTIIIARAPPR_S9.5https://library.municode.com/tx/richardson/codes/code_of_ordinances?nodeId=PTIICOOR_CH18SIRE_ARTIINGE_S18
ublic
t p
Plan.
within 60 days
gn or require a
al
to the exterior of
ive
s relating to
tly
s appropriate design
ect
ts.
do not consider it a si
aǒƩğƌ wĻŭǒƌğƷźƚƓ
The Building Inspections Director is not aware of many concerns or complaint
as long as there is not any advertising in the mural, then it is considered art and they
commercial pictures painted on or attached to the exterior walls not advertising
-
case basis in conjunction with a site plan or amended site plan application.
-
installation of outdoor murals, decorative clocks or street/sidewalk lighting features which will be visible from the adjacen
by
.
-
to the Planner,
The rights of way.
murals on 50% of total exterior elevations.
are part of their sign ordinance defined as: any painting, design, or image, including incidental copy, that is applied direc
On a caseMust provide a scaled color illustration of the proposed wall mural on the building elevation. The City shall determine if the size and character of the mural is consistent
with surrounding development and the ComprehensDefine murals as nonAllow
Murals a building for artistic, informational, historic, or aesthetic purposes, and does not contain advertising.Allow murals only if they are part of a Comprehensive Sign District.Have
approved one application for the Prairie Commons project.According permit for itWith the exception of a Historic Wall Sign, the City of Grapevine does not allow wall murals.Wall signs
are limited to 15% or 25% of the wall.Regulates them as signs: limits to 1 exterior wall surface per building and shall not be used to advertise services or producRequire a permit and
approval prior to installation. Should the mural become faded, peeled and/or severely weathered, the owner/person/firm shall repair and/or repair/repaint murupon written notice from
the director. murals.Within the Old Town center design district and the Old Town design district, the issuance of a letter of design approval reflunder the Old Town design standards
and is required as a condition of the following:If they are for advertisement, they are the same as any wall sign, otherwise, it can be approved with the facade. They have a large Public
Arts Master Plan as well.
------------------
/źƷǤ
ArgyleCarrolltonDallasFlower MoundFort WorthGrapevineIrvingLewisvilleRichardson
A content-neutral regulation is much more likely to be upheld than one that is content-based.
In Complete Angler
application was content-based, in that the City stated the
mural of fish on a fishing store was commercial speech, but a mural of children running in a field was not.
A regulation that is not content based may be upheld if it is narrowly tailor to serve a government interest
(i.e. aesthetics, traffic safety), and leaves open ample alternative channels of communication.
Complete Angler, LLC v. City of Clearwater, Fla., 607 F. Supp. 2d 1326, 1333 (M.D. Fla. 2009)
In Wag More Dogs, the court found that the in challenging the
ordinance to a mural which depicted its mascot dog. The court found that
ral, figure,
design \[or\] display \[which\] is used to direct, identify, or inform the public while viewing the same from
The Court noted that, in this case, the Zoning Ordinance merely imposes certain restrictions
size and location, along with whether they are commercial signs directed
at advertising to and attracting customers or not. In doing so, the court found that the ordinance was
content-neutral, and thus it was upheld.
Wag More Dogs, LLC v. Artman, 795 F. Supp. 2d 377, 384 (E.D. Va. 2011), aff'd sub nom. Wag More Dogs
Liab. Corp. v. Cozart, 680 F.3d 359 (4th Cir. 2012)
Cities may have a substantial interest in restricting commercial speech
In Architecture Art commercial speech was not
unconstitutional. In this case the stated purpose of the sign ordinance is to optimize communication while
protecting the aesthetic character of the City. The Court found that the City was asserting a substantial
interest justifying restriction on commercial speech.
The restrictions to advance this interest include: (1) the requirement that all signs get a permit, and (2)
only signs with on-premises or public interest messages are allowed. These restrictions directly advance
the stated interest. Communication is optimized, while limiting outside off-premises advertising to
protect the aesthetic character of the City.
ArchitectureArt, LLC v. City of San Diego, 231 F. Supp. 3d 828, 839 (S.D. Cal. 2017), reconsideration
denied, No. 15-CV-01592-BAS-NLS, 2017 WL 1346899 (S.D. Cal. Apr. 4, 2017)
Providing unfettered authority to a Director or Council to review and approve/disapprove of murals
may be viewed as a prior restraint.
In Mahaney und to impose a prior restraint, in that it gave
the City Manager unfettered authority to approve or disapprove of a mural. The Court noted that
Englewood's special review procedure is unconstitutional under the First Amendment unless it contains
the following two essential procedural safeguards to ensure expeditious decision-making by the city
manager:
(1) any restraint prior to judicial review can be imposed only for a specified brief period during which the
status quo must be maintained;
(2) expeditious judicial review of that decision must be available.
Therefore, to pass constitutional scrutiny, Englewood's special review procedure must require the city
manager to decide whether to issue a permit within a brief, specified time period during which the status
quo is maintained, and there must be the possibility of prompt judicial review in the event the permit is
erroneously denied.
Mahaney v. City of Englewood, 226 P.3d 1214, 121920 (Colo. App. 2009), as modified on denial of
reh'g (Jan. 21, 2010)
AN ORDINANCE OF THE CITY OF COPPELL, TEXAS
ORDINANCE NO.
AN ORDINANCE OF THE CITY OF COPPELL, TEXAS, AMENDING
THE CODE OF ORDINANCES BY AMENDING CHAPTER 12, ARTICLE
12-28A-
12-28A-
THE COMMUNITY DEVELOPMENT DIRECTOR, AND TO ESTABLISH
REGULATIONS APPLICABLE TO THE DISPLAY OF MURAL SIGNS IN
T; PROVIDING A REPEALING CLAUSE;
PROVIDING A SEVERABILITY CLAUSE; PROVIDING A SAVINGS
CLAUSE; PROVIDING A PENALTY OF FINE NOT TO EXCEED THE
SUM OF TWO THOUSAND DOLLARS ($2,000.00) FOR EACH OFFENSE;
AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City Council for the City of Coppell finds that allowing the installation
of mural signs in the Historic District is consistent with the values and aesthetics of the area; and
WHEREAS, the City Council desires to optimize communication and quality of mural
signs while protecting the public and the aesthetic character of the City; and
WHEREAS, the City Council finds that these regulations aim to enhance the Historic
District community by minimizing visual clutter along public rights-of-way that are potentially
harmful to the aesthetics of the community, traffic and pedestrian safety, property values, business
opportunities, and community appearance.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
COPPELL, DALLAS COUNTY, TEXAS:
SECTION 1. That Chapter 12 of the Coppell Code of Ordinances be, and the same is,
hereby amended by amending Article 28A, Section 12-28A-7, in part, to add the following
, which shall read as
follows:
12-28A
1
. . . . .
Sec. 12-28A-5. Standards of Construction.
. . . .
18. Fences and walls:
. . . .
(B) Wood board fences for privacy shall only be located in rear yards; generally
no taller than six feet; set back from the front facade (wall plane) of the structure
at least half-way back from the front to the back walls, and shall be stained or
painted to blend with the structure, except as allowed for in Section 12-28A-7; and
of a design compatible with the structure.
. . . .
Sec. 12-28A-7. Signage Requirements.
Article 29 is not applicable to the historic district. All signage and respective elements
(board, bracket, posts, mounting devises, etc.) shall require approval from the Director of
Community Development. The Director shall act on any sign or mural that complies with
regulations provided herein within five (5) business days of submittal of the application or revised
resubmittal. Appeals from a denial of the Director of Community Development may be taken to
the Planning and Zoning Commission.
1. Signage shall not obscure the building's facade or hide the building's character. Signage
shall reflect or compliment the architectural features of the structure.
2. Some examples of compatible signs are:
(A) Signs painted directly on window glass.
(B) Signs placed in the original signboard area.
(C) Individual letter signs incorporated in the primary facade.
(D) Temporary and appropriate freestanding signs in yards.
(E) Projecting signs or hanging signs as approved through the site plan approval
process.
2
3. Colors and materials:
(A) Colors shall compliment those used on the structure.
(B) Fluorescent colors and reflective paints or materials are specifically excluded.
4. Signs shall be pedestrian in scale.
5. Signs shall not use motion or flashing lights.
6. Signs shall be lit top-down style with the lighting well aimed with little or no spill over.
7. Mural Signs - for purposes of this provision, mural signs shall be defined to include a
work of graphic art painted on or attached to an exterior structure, which is visible from
the public right of way, and which does not contain advertising symbols, lettering, or
trademarks and does not directly or indirectly advertise or call attention to a product or
provided they comply with the following:
(A) Shall be limited to one (1) exterior surface per site and shall cover no more than
50% of the space on that surface;
(B) Shall not be displayed on any fence, nor any building, or any portion of a building,
which is used for residential purposes;
(C) Shall not include any commercial element used to advertise services or products
available for sale;
(D) Should the mural become faded, peeled and/or severely weathered, the owner or
person or firm maintaining the same shall, upon written notice from the Director, repair
and/or repaint the mural within sixty (60) days; and
(E) All murals shall require approval from the Director of Community Development.
The Director shall act on any sign or mural that complies with regulations provided herein
3
within five (5) business days of submittal of the application or revised resubmittal. Appeals
from a denial of the Director of Community Development may be taken to the Planning
SECTION 2. All ordinances of the City of Coppell in conflict with the provisions
of this ordinance shall be, and the same are hereby, repealed; provided, however, that all
other provisions of said ordinances not in conflict herewith shall remain in full force and
effect.
SECTION 3. Should any word, sentence, paragraph, subdivision, clause, phrase or
section of this ordinance or of the Code of Ordinances, as amended hereby, be adjudged or held
to be void or unconstitutional, the same shall not affect the validity of the remaining portions of
said ordinance or the Code of Ordinances, as amended hereby, which shall remain in full force
and effect.
SECTION 4. An offense committed before the effective date of this ordinance is
governed by prior law and the provisions of the Code of Ordinances, as amended, in effect when
the offense was committed and the former law is continued in effect for this purpose.
SECTION 5. That any person, firm or corporation violating any of the provisions or terms
of this ordinance shall be subject to the same penalty as provided for in the Code of Ordinances of
the City of Coppell, as heretofore amended, and upon conviction shall be punished by a fine not
to exceed the sum of two thousand dollars ($2,000.00) for each offense.
SECTION 6. This ordinance shall take effect immediately from and after its passage and
publication of the caption as required by law.
DULY PASSED by the City Council of the City of Coppell, Texas, this the _______ day of
___________________, 2018.
4
APPROVED:
KAREN SELBO HUNT, MAYOR
ATTEST:
CHRISTEL PETTINOS, CITY SECRETARY
APPROVED AS TO FORM:
ROBERT E. HAGER, CITY ATTORNEY
(TM 103117)
5
MEMORANDUM
To: Mayor and City Council
From: Brad Reid, Director of Parks and Recreation
Date: February 26, 2019
Reference: Discussion regarding a proposed Nature Explore Classroom at the Biodiversity
Education Center
2030: Sense of Community, Special Place to live
Introduction:
Since its opening in 2014, the Biodiversity Education Center (BEC) has been a successful learning
continues to facilitate this engagement quickly became apparent and staff has been planning for a
Nature Explore Classroom to complement the center since 2015. This improvement would serve as
. It would also provide
members of the public a way to engage in the learning objectives promoted by the BEC when the
center is not staffed.
-based
outdoor classroom design services and natural products. The design for the Biodiversity Education
Center includes stations for music and movement, climbing and crawling, building, water
manipulation, a digging area and a stage. The concept is designed with input from classroom
teachers to maximize the outdoors as a classroom. In addition to serving young learners at the BEC,
staff anticipates this area will be a popular play space for groups with children that are in the park
for sports. It is planned to be a passive destination situated between the building and the trailhead as
an approachable gateway to the park.
Analysis:
Ensuring that a Nature Explore area is suitable for the space and would be utilized by the public and
educational stakeholders, staff has pursued the following:
Nature Explore representatives visited the center to talk about possibilities. This meeting
included community partners and the Parks Project Manager in addition to BEC staff
(2015)
1
Visited Nature Explore Classroom in Plano that is onsite at the Plano Environmental
Education Center (2016)
Added project to 5-year planning process and began exploring grant and alternative
funding options. Smaller reimbursement grants may be a possibility (15-16).
Met with BEC stakeholders to factor input into the design preferences.
Contracted design of construction plans (2016)
Presented a sneak peak of plans to Park Board and City Council as part of Community
Programs divisional update (April 2018)
Put plans out to bid but did not receive any responses (Dec. 2018)
Put plans out to bid for a second time and received seven bids (Feb. 2019)
The Biodiversity Education Center hosted over 10,000 visitors last year and relies heavily on
volunteers to operate at that capacity. BEC Staff and patrons will benefit directly from this addition
by incorporating the space into learning stations during facilitated programs. It will provide a means
for a high standard of service delivery as there will be an option for families that visit the center after
hours or show up to a full program.
Legal Review:
Legal review is not required at this time.
Fiscal Impact:
The funds are available in the CRDC special revenue account.
Recommendation:
The Parks and Recreation Department anticipates submitting this project for City Council
consideration of approval at the March 26, 2019 meeting.
2
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::7:
78<:;;8;=>-?/$ @A-B=>-?/$ C-$/(
/%+"';<4'-&*"4'=! !1 4'
80DA( 0*+?ED,
>"# %(?4'@")"#"?A"4';?'$(?!#(+4'
7 F8<F 789
/%+"'$#" !"B4'
#%*E,$B$AD*? : GD%,5 0%*55 0*+?A%( F HF89
/%+"'0 2"4'/%? +'CA!%(?4'
-%!+"4'
0*?5D/-% $11%*.$, *I $ #%*E,$B$AD*? J*?*%D?> AJ- 0*11-,, GD%,5 0%*55
0*+?A%( 3-$B I*% 'D??D?> AJ- H= K@L MA$A- 0J$B1D*?5JD1"
0(!" 4'
=*(? (# 4'D? A!2"?!'< !"4'
0NM GD%,5 0%*55 0*+?A%( : 789"1/I
C!! AE2"?! 4'D? A!2"?!'0123"#4'
$(?! A!4'
F" #%?G'< !"4'
<# )!"#4'D))"A!%H"'< !"4'
F% !(#&'()'I"G% + !%H"'/%+"'''''
>"#9
CA!%?G'J(B&4''< !"4''CA!%(?4''="?!'-(4''<1"'< !"4'@"!1#?'@" 1+!4'
%(?4'
< !"4''
80DA( 0*+?ED,7 F HF 789
-".!'()'I"G% + !%H"'/%+"'56789::7:
3DA,-
0*?5D/-% $11%*.$, *I $ #%*E,$B$AD*? J*?*%D?> AJ- 0*11-,, GD%,5 0%*55 0*+?A%( 3-$B I*%
'D??D?> AJ- H= K@L MA$A- 0J$B1D*?5JD1"
M+BB$%(
/% A +';2* A!4
O!?A-% PD5E$, @B1$EA MA$A-B-?A N-%-Q
=! ))'@"A(22"?B !%(?4
O!?A-% MA$II C-E*BB-?/$AD*? N-%-Q
K( +';A(?4
=1 ! %? 3+"'$%!&'K(H"#?2"?!
J1 %?" 'L#( *"#%!&
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<#<=
$(221?%!&'M"++?" ' ?B'D?#%AE2"?!
="? "'()'$(221?%!&
=*"A% +'L+ A"'!('I%H"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
PROCLAMATION
WHEREAS, the Coppell Cross Country Girls Team won the 6A UIL State Championship on
November 3, 2018, for the first time in school history; and
WHEREAS, the team and coaches accomplished this achievement through great determination,
leadership and heart;and
WHEREAS, the City Council wishes to recognize Seniors Rowan Hassman and Maddie Hulcy,
Junior Shelby Spoor, Sophmores Chloe Hassman, Natalie Fleming, Morgan Colon, and Freshman Beca
Centeno; and
WHEREAS, Coppell is proud of these young athletes not only for having a successful season, but
for practicing good sportsmanship while maintaining focus, determination, and a high level of intensity;
and
WHEREAS, the City Council wishes to give special recognition to Coach Nick Benton and the
entire coaching staff for their leadership and vision; and
WHEREAS, the City Council wishes to show appreciation to the Coppell Cross Country Girls
Team for the excellent manner in which they represented Coppell High School and the city of Coppell.
NOW, THEREFORE, I, KarenSelboHunt, Mayor of the city of Coppell,Texas, and on behalf
of the Coppell City Council do hereby recognize and congratulate the Coppell Cross Country Girls Team.
IN WITNESS THEREOF, I have set my hand and caused the seal of the city of Coppell to be
affixed this 26th day of February 2019.
____________________________
Karen Selbo Hunt, Mayor
ATTEST:
___________________________
Christel Pettinos, City Secretary
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::56
78<:;; 7=>-?/$ @A-B=>-?/$ C-$/(
/%+"';<4'-&*"4'=! !1 4'
80DA( 0*+?ED,
>"# %(?4'@")"#"?A"4';?'$(?!#(+4'
7 F 7F 789
/%+"'$#" !"B4'
G030HI JD5$5A-% #%-1$%-/?-55
/%+"'0 2"4'/%? +'CA!%(?4'
-%!+"4'
=??+$, +1/$A- *? G*%AK 0-?A%$, 3-4$5 0*+?ED, *L I*.-%?B-?A5 MG030HIN
!B-%>-?E( #%-1$%-/?-55 =EAD.DAD-5"
0(!" 4'
=*(? (# 4'D? A!2"?!'< !"4'
G030HI !# O1/$A- 789 : PA$LL Q-B*"1/L
C!! AE2"?! 4'D? A!2"?!'0123"#4'
$(?! A!4'
F" #%?G'< !"4'
<# )!"#4'D))"A!%H"'< !"4'
F% !(#&'()'I"G% + !%H"'/%+"'''''
>"#9
CA!%?G'J(B&4''< !"4''CA!%(?4''="?!'-(4''<1"'< !"4'@"!1#?'@" 1+!4'
%(?4'
< !"4''
80DA( 0*+?ED,7 F RF 789
-".!'()'I"G% + !%H"'/%+"'56789::56
3DA,-
=??+$, +1/$A- *? G*%AK 0-?A%$, 3-4$5 0*+?ED, *L I*.-%?B-?A5 MG030HIN !B-%>-?E(
#%-1$%-/?-55 =EAD.DAD-5"
P+BB$%(
/% A +';2* A!4
S!?A-% TD5E$, @B1$EA PA$A-B-?A U-%-V
=! ))'@"A(22"?B !%(?4
S!?A-% PA$LL C-E*BB-?/$AD*? U-%-V
K( +';A(?4
=1 ! %? 3+"'$%!&'K(H"#?2"?!
J1 %?" 'L#( *"#%!&
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<35=
$(221?%!&'M"++?" ' ?B'D?#%AE2"?!
="? "'()'$(221?%!&
=*"A% +'L+ A"'!('I%H"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
TO:Mayor and City Council
FROM: Kevin Richardson, Fire Chief
DATE:February 26, 2019
RE: Annual Update on North Central Texas Council of Government
Emergency Preparedness Activities
Introduction:
The Coppell Fire Department, Division of Emergency Management will provide a brief
update to the Mayor and City Council regarding the past year’s activities of the North
Central Texas Council of Governments Emergency Preparedness program (NCTCOG EP).
Analysis:
Emergency Management has the primary responsibility for disaster preparedness and
response capability in the city of Coppell and those efforts are supported by regionwide
response and planning efforts. The City of Coppell is a contributing member to the
NCTCOG EP program in exchange for invaluable coordination activities involving grant
funding, regional interoperability projects, specialized resource management, legislation
and other activities in support of the overall emergency preparedness of the North Texas
region.
Legal Review:
This item did not require legal review.
Fiscal Impact:
This is an update with no fiscal impact.
Recommendation:
This is an update with no recommendation required.
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::5;
78<:;; =>?-@/$ AB-C>?-@/$ D-$/(
/%+"'<=4'-&*"4'>! !1 4'
80EB( 0*+@FE,
?"# %(@4'A")"#"@B"4'<@'$(@!#(+4'
7 G 8G 789
/%+"'$#" !"C4'
HE@+B-5 G8
/%+"'0 2"4'/%@ +'DB!%(@4'
-%!+"4'
0*@5E/-% $11%*.$, *I BJ- CE@+B-5K L-M%+$%( 8 2 789"
0(!" 4'
>*(@ (# 4'E@ B!2"@!'= !"4'
0H 789:7 :8 "1/I
D!! BF2"@! 4'E@ B!2"@!'0123"#4'
$(@! B!4'
G" #%@H'= !"4'
=# )!"#4'E))"B!%I"'= !"4'
G% !(#&'()'J"H% + !%I"'/%+"'''''
?"#9
DB!%@H'K(C&4''= !"4''DB!%(@4''>"@!'-(4''=1"'= !"4'A"!1#@'A" 1+!4'
%(@4'
= !"4''
80EB( 0*+@FE,7 G NG 789
-".!'()'J"H% + !%I"'/%+"'56789::5;
3EB,-
0*@5E/-% $11%*.$, *I BJ- CE@+B-5K L-M%+$%( 8 2 789"
O+CC$%(
/% B +'<2* B!4
P!@B-% LE5F$, AC1$FB OB$B-C-@B Q-%-R
>! ))'A"B(22"@C !%(@4
P!@B-% OB$II D-F*CC-@/$BE*@ Q-%-R
L( +'<B(@4
>1 ! %@ 3+"'$%!&'L(I"#@2"@!
K1 %@" 'M#( *"#%!&
$(221@%!&'N"++@" ' @C'E@#%BF2"@!
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<3=>
>"@ "'()'$(221@%!&
>*"B% +'M+ B"'!('J%I"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
!" #$%&'$( )*+,-.$%/
!"#$%# $&&'(( #)'*+,
0*11-,,2 3-4$5
6 789:9;6<
- ./!',
!"# $/.0 (
)/',:+" #;'89/+9"#<= #=4<>1234#5-
$/.0 (# 6+78'9,
?@ABC#DEC)########################################################################## FG;;#FHCI
-+"$9#######################################################################################-+"$9#59$#)'7
JAG@CC@#DGCHKHL@ML-G)D################################################C@C N#NGCIFGCI#################################
5(+0'#=#####################################################################################5(+0'#1
OBL#-@NL##############################################################################JGKE#-@)DBO
5(+0'#3#####################################################################################5(+0'#P
I@AN#AHQBC#########################################################################-@A?#DGFF
5(+0'#R#####################################################################################5(+0'#S
-G?B#F@CQ
!"#-+.+T'9
6 :
59','.!
=$%-> ?+>@A0,BCC D*>EAF-5 G$(5AH$%( I*/->AJ$>K( LB>E,B>EA)BM+ G$@N-'
$>/ G$%& ?B,,
8 : )%B$>>$ ?B>*M*5$:OPB@N
@8,'.!
@(,$#&9','.!#U'9'# !"#-+.+T'9#- V'#F+.: #Q'&/!"# !"#-+.+T'9,#)9+0 #F'+06#+.:#
W 0V # 6 +X'!!+ #Q'&/!"# !"#L'09'!+9"#@,6('"#HU'.,#+.:# !"#@!!$9.'"#J$8#D+T'9Y
)6'# !"# $/.0 (#$%#!6'# !"#$%# $&&'((#7'!# .#A'T/(+9# +((':#L',, $.#$.#)/',:+" #
;'89/+9"#<= #=4<>#+!#1234#&Y7Y# .#!6'# !"# $/.0 (# 6+78'9,#$%#)$U.# '.!'9 #=11#
5+9VU+"#J$/('X+9: # $&&'(( #)'*+,Y
+((#!$#H9:'9
<Y
-+"$9#D/.!#0+((':#!6'#7''! .T#!$#$9:'9 #:'!'97 .':#!6+!#+#Z/$9/7#U+,#
&9','.!#+.:#0$.X'.':# .!$#!6'#B*'0/! X'#L',, $.#+!#123\[#&Y7Y
=YB*'0/! X'#L',, $.########\\ ($,':#!$#!6'#5/8( 0\]########<,!#;($$9# $.%'9'.0'#A$$7
L'0! $.#11<Y4S< #)'*+,#I$X'9.7'.!# $:'#M# $.,/(!+! $.#U !6# !"#@!!$9.'"Y
@Y
O--& ,-E$, $/.BK- %-E$%/B>E Q*%/-% $/M+5@P->@2 $>>-4$@B*>2
/B5$>>-4$@B*> $>/R*% %-,-$5- *C -4@%$ @-%%B@*%B$, M+%B5/BK@B*> +>/-% 0N$1@-%
; $>/ ;S *C @N- 3-4$5 D*K$, H*.-%>P->@ 0*/- 'B@N $/M$K->@ KB@B-5"
$%&'"()"$(**!++,"-!. /
!"#
!"# $/.0 (- ./!',;'89/+9"#<= #=4<>
Q ,0/,,':#/.:'9#B*'0/! X'#L',, $.
L'0! $.#11<Y4S< #)'*+,#I$X'9.7'.!# $:'#M# $.,/(!+! $.#U !6# !"#@!!$9.'"#+.:#
L'0! $.#11<Y4\[S #)'*+,#I$X'9.7'.!# $:'#M#B0$.$7 0#Q'X'($&7'.!#C'T$! +! $.,Y
JY TB5K+55B*> %-E$%/B>E -K*>*PBK /-.-,*1P->@ 1%*51-K@5 >*%@N *C UB%,B>-
$>/ '-5@ *C T->@*> 3$1"
Q ,0/,,':#/.:'9#B*'0/! X'#L',, $.
L'0! $.#11<Y4S< #)'*+,#I$X'9.7'.!# $:'#M# $.,/(!+! $.#U !6# !"#@!!$9.'"#+.:#
L'0! $.#11<Y4S= #)'*+,#I$X'9.7'.!# $:'#M#Q'( 8'9+! $.#9'T+9: .T#A'+(#59$&'9!"Y
Y TB5K+55B*> %-E$%/B>E 1->/B>E ,B@BE$@B*> 5@(,-/ $5 0B@( *C 0*11-,, ."
F-5@-%> O*+@N2 DD0"
Q ,0/,,':#/.:'9#B*'0/! X'#L',, $.
L'0! $.#11<Y4S= #)'*+,#I$X'9.7'.!# $:'#M#Q'( 8'9+! $.#9'T+9: .T#A'+(#59$&'9!"Y
QY
TB5K+55B*> %-E$%/B>E %-$, 1%*1-%@( ,*K$@-/ 5*+@N *C !$5@ )-,@ DB>- $>/
-$5@ *C O*+@N )-,@ DB>-"
Q ,0/,,':#/.:'9#B*'0/! X'#L',, $.
O$9V#L',, $.#########\\H&'.#!$#!6'#5/8( 0\]########<,!#;($$9# $.%'9'.0'#A$$7
3Y
-+"$9#D/.!#+:^$/9.':#!6'#B*'0/! X'#L',, $.#+!#P2R\[#&Y7Y#+.:#0$.X'.':# .!$#
!6'#O$9V#L',, $.Y
U"TB5K+55B*> *C UE->/$ V@-P5"
)"TB5K+55B*> %-E$%/B>E @N- K$>K-,,$@B*> *C @N- G$%KN 8 2 789 0B@(
0*+>KB, G--@B>E"
0"TB5K+55B*> %-E$%/B>E @N- I*,,B>E W$&5 G-P*%B$, 0->@-% 0+,@+%$,
H$%/->"
T"#V!I #%*M-K@ X1/$@-"
59','.!':# .#O$9V#L',, $.
A'T/(+9#L',, $.#####\\H&'.#!$#!6'#5/8( 0\]
-+"$9#D/.!#+:^$/9.':#!6'#O$9V#L',, $.#+!#S231#&Y7Y#+.:#9'0$.X'.':# .!$#!6'#
A'T/(+9#L',, $.Y#@!#S234#&Y7Y # $/.0 (7'78'9#J9 +..+#D .$^$,+ML7 !6#+99 X':#
(+!'#!$#!6'#7''! .TY
< :
59','.!
=$%-> ?+>@A0,BCC D*>EA)%B$>>$ ?B>*M*5$:OPB@NAF-5 G$(5AH$%(
I*/->AJ$>K( LB>E,B>EA)BM+ G$@N-' $>/ G$%& ?B,,
G.X$0+! $.#########S234#&Y7Y
RY
$/.0 (7'78'9#O',#-+",#T+X'#!6'#G.X$0+! $.Y
$%&'"()"$(**!++,"-!. /
!"0
!"# $/.0 (- ./!',;'89/+9"#<= #=4<>
5(':T'#$%#@(('T +.0'
1Y
-+"$9#D/.!#+.:#!6'# !"# $/.0 (#(':#!6$,'#&9','.!# .#!6'#5(':T'#$%#@(('T +.0'Y
I-1*%@ Q( U,,B-5 B> 0*PP+>B@("
PY
59','.!+! $.2#)+,. 7#J'.6+( 7 #Q X'9, !"O'+(!6 #+.:#-$6+7':#B(7$/T" #
@(( ',# .# $77/. !" #7+:'#+#&9','.!+! $.#!$#!6'# !"# $/.0 (Y
! _'.,`#@&&'+9+.0'
SY
-+"$9#D/.!#+:X ,':#!6+!#.$#$.'#, T.':#/&#!$#,&'+VY
$.,'.!#@T'.:+
\[Y
0*>5B/-% $11%*.$, *C @N- PB>+@-5Y Z$>+$%( 2 789"
@Y
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#I+9"#A$:'. #,'0$.:':#8"#
$/.0 (7'78'9#J9 +..+#D .$^$,+ML7 !6 #!6+!# $.,'.!#@T'.:+#G!'7,#@MQ#8'#
+&&9$X':Y#)6'#7$! $.#&+,,':#8"#+.#/.+. 7$/,#X$!'Y
JY
0*>5B/-% $11%*.$, *C $> W%/B>$>K- C*% #T: 96:?0 @* -5@$Q,B5N $
0*>K-1@ OB@- #,$> C*% N*@-,2 %-@$B,2 %-5@$+%$>@5 $>/ *CCBK- +5-5 *> 8\[" 6
$K%-5 $>/ $ T-@$B, OB@- #,$> C*% @'* ?*@-,52 *>- Q-B>E $ I-5B/->K- ?*@-,
*> $11%*4BP$@-,( \[ $K%-5 ,*K$@-/ $@ @N- >*%@N-$5@ K*%>-% *C O? 8 8 $>/
O$>/( D$&- I*$/ $>/ $+@N*%B\\B>E @N- G$(*% @* 5BE>"
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#I+9"#A$:'. #,'0$.:':#8"#
$/.0 (7'78'9#J9 +..+#D .$^$,+ML7 !6 #!6+!# $.,'.!#@T'.:+#G!'7,#@MQ#8'#
+&&9$X':Y#)6'#7$! $.#&+,,':#8"#+.#/.+. 7$/,#X$!'Y
!>$K@P->@ J*Y WI 98 77:U:6S<
Y 0*>5B/-% $'$%/ *C )B/ J*" \]:8 89:78 C%*P ^$KB,B@B-5 O*,+@B*>5 H%*+1 B>
@N- $P*+>@ *C _8762<9;2 $5 Q+/E-@-/2 C*% @N- ->N$>K-P->@ *C @N- @->>B5
K*+%@ ,BEN@ CB4@+%-5 $@ F$E*> FN--, 3->>B5 0->@-%2 $>/ $+@N*%B\\B>E @N-
0B@( G$>$E-% @* -4-K+@- @N- >-K-55$%( /*K+P->@5
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#I+9"#A$:'. #,'0$.:':#8"#
$/.0 (7'78'9#J9 +..+#D .$^$,+ML7 !6 #!6+!# $.,'.!#@T'.:+#G!'7,#@MQ#8'#
+&&9$X':Y#)6'#7$! $.#&+,,':#8"#+.#/.+. 7$/,#X$!'Y
QY 0*>5B/-% $11%*.$, *C @N- %->-'$, *C $> V>@-%,*K$, UE%--P->@ 'B@N @N- 0B@(
*C 0$%%*,,@*> @* 1%*.B/- /-@->@B*> 5-%.BK-5 C*% $,, /-@$B>--5 *C @N- 0B@( *C
0*11-,, #*,BK- T-1$%@P->@ $@ $> $E%--/ +1*> 1%BK-A $>/ $+@N*%B\\B>E @N-
G$(*% @* 5BE>"
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#I+9"#A$:'. #,'0$.:':#8"#
$/.0 (7'78'9#J9 +..+#D .$^$,+ML7 !6 #!6+!# $.,'.!#@T'.:+#G!'7,#@MQ#8'#
+&&9$X':Y#)6'#7$! $.#&+,,':#8"#+.#/.+. 7$/,#X$!'Y
$%&'"()"$(**!++,"-!. /
!"1
!"# $/.0 (- ./!',;'89/+9"#<= #=4<>
B.:#$%# $.,'.!#@T'.:+
>Y#X)DV0 ?!UIVJHY
0*>5B/-% $11%*.$, *C #T: 9 :?02 U%KN'$( 8 82 $ \\*>B>E KN$>E-
%-`+-5@ C%*P ?0 a?BEN'$( 0*PP-%KB$,b @* #T: 9 :?0 @* -5@$Q,B5N $
0*>K-1@ OB@- #,$> C*% E$5 5@$@B*>2 N*@-,2 %-@$B,2 %-5@$+%$>@5 $>/ *CCBK-
+5-5 *> <"6 $K%-5 *C 1%*1-%@( $>/ $ T-@$B, OB@- #,$> C*% $ K*>.->B->K-
C**/ 5@*%- 'B@N E$5 1+P15 *> " $K%-5 ,*K$@-/ $@ @N- 5*+@N-$5@ K*%>-%
*C O? 8 8 $>/ ^%--1*%@ #$%&'$(2 $@ @N- %-`+-5@ *C U%KN'$( 8 8 0*11-,,
D@/"2 Q-B>E %-1%-5->@-/ Q( 0N$5- ?-,P2 FB>&-,P$>> c U55*KB$@-52 V>K"
59','.!+! $.2#-+90 '#Q +7$.: #@,, ,!+.!#Q 9'0!$9#$%# $77/. !"#
Q'X'($&7'.!a5(+.. .T #7+:'#+#&9','.!+! $.#!$#!6'# !"# $/.0 (#+.:#9'&$9!':#
!6'#+&&( 0+.!#6+,#9'Z/',!':#!$#&$,!&$.'#!6'#@T'.:+#G!'7#/.! (#;'89/+9"#=P #
=4<>Y
-+"$9#D/.!#$&'.':#!6'#5/8( 0#D'+9 .TY
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#O',#-+", #,'0$.:':#8"#
$/.0 (7'78'9#-+9V#D (( #!$#0$.! ./'#!6'#5/8( 0#D'+9 .T#/.! (#;'89/+9"#=P #
=4<>Y#)6'#7$! $.#&+,,':#8"#+.#/.+. 7$/,#X$!'Y
<4Y#X)DV0 ?!UIVJHY
0*>5B/-% $11%*.$, *C $> W%/B>$>K- *C @N- 0B@( *C 0*11-,,2 3-4$52
%-$/*1@B>E2 %$@BC(B>E2 %-1+Q,B5NB>E $>/ -4@->/B>E @N- 0N$1@-% 9 *C @N-
0*/- *C W%/B>$>K-52 U%@BK,- 9:862 d0+%C-' ?*+%5 C*% GB>*%52e C*% $ 1-%B*/
*C @N%-- aSb (-$%5A $>/ $+@N*%B\\B>E @N- G$(*% @* 5BE>"
59','.!+! $.2# 6 '%#$%#5$( 0'#Q+.."#J+9!$.#7+:'#+#&9','.!+! $.#!$#!6'# !"#
$/.0 (Y
-+"$9#D/.!#$&'.':#!6'#5/8( 0#D'+9 .T#+.:#+:X ,':#!6+!#.$#$.'#, T.':#/&#!$#
,&'+VY
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#O',#-+", #,'0$.:':#8"#-+"$9#59$#
)'7# ( %%#F$.T #!$#0($,'#!6'#5/8( 0#D'+9 .T#+.:#+&&9$X'#!6 ,#@T'.:+#G!'7Y#)6'#
7$! $.#&+,,':#8"#+.#/.+. 7$/,#X$!'Y
!>$K@P->@ J*Y WI 789:8 87
<<Y#X)DV0 ?!UIVJHY
I-K-B.- K*PP->@5 %-E$%/B>E @N- /%$C@ *C @N- fB5B*> 7;7 O@%$@-EBK #,$>"
59','.!+! $.2#=4R4#B*'0/! X'# $77 !!''#-'78'9#F' T6#O+(V'9#+.:#Q+X :#
J/'9(' #;+0 ( !+!$9#U !6#;/!/9'#Gb #7+:'#+#&9','.!+! $.#!$#!6'# !"# $/.0 (Y
-+"$9#D/.!#$&'.':#!6'#5/8( 0#D'+9 .TY
<\]#B:#I/ T.$. #R<\[#5+9V#W+(('"#Q9 X' #,&$V'# .#%+X$9#$%#!6'#=4R4#&9$0',,#+.:#
'.0$/9+T':# $/.0 (#!$#'7&6+, _'#!6'#=434#T$+(#$%# $77/. !"#O'((.',,#+.:#
B.9 067'.!Y
=\]#K$'#L6 9('" #1\[=#W ((+U$$: #0$77'.:':#!6'#0$77 !!''#$.#!6' 9#U$9V#+.:#
$%&'"()"$(**!++,"-!. /
!"2
!"# $/.0 (- ./!',;'89/+9"#<= #=4<>
9'0$77'.:':#!6+!#+."#%/!/9'#=4R4#&9$^'0!,#!6+!#0$7'#8'%$9'#!6'# !"# $/.0 (#
8'#6'+9:#+,#&/8( 0#6'+9 .T,Y
-+"$9#D/.!#0($,':#!6'#5/8( 0#D'+9 .TY#C$#+0! $.#U+,#!+V'.Y
TB5K+55B*> %-E$%/B>E @N- TUI3 0*@@*> )-,@ DB>-"
<=Y
59','.!+! $.2#Q'&/!"# !"#-+.+T'9#)9+0 #F'+06#7+:'#+#&9','.!+! $.#!$#!6'# !"#
$/.0 (Y
<3Y 0*>5B/-% $11%*.$, *C $ I-5*,+@B*> $P->/B>E @N- U+@N*%B\\-/
I-1%-5->@$@B.-5 'B@N @N- 3-4$5 D*K$, H*.-%>P->@ V>.-5@P->@ #**,
a3-4#**,b $>/ $+@N*%B\\B>E @N- G$(*% @* 5BE>"
59','.!+! $.2#K'.. %'9#- (('9 #Q 9'0!$9#$%#; .+.0' #7+:'#+#&9','.!+! $.#!$#!6'#
!"# $/.0 (Y
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#C+.0"#N .T( .T #,'0$.:':#8"#
$/.0 (7'78'9#O',#-+", #!6+!#!6 ,#@T'.:+#G!'7#8'#+&&9$X':Y#)6'#7$! $.#
&+,,':#8"#+.#/.+. 7$/,#X$!'Y
!>$K@P->@ J*Y I! 789:7 8 "8
<RY 0*>5B/-% $11%*.$, *C $> W%/B>$>K- *C @N- 0B@( *C 0*11-,,2 3-4$52
$P->/B>E W%/B>$>K- J*" 78<:8 772 @N- Q+/E-@ C*% ^B5K$, L-$% WK@*Q-%
82 78< @N%*+EN O-1@-PQ-% S72 7892 $>/ $+@N*%B\\B>E @N- G$(*% @* 5BE>"
59','.!+! $.2#K'.. %'9#- (('9 #Q 9'0!$9#$%#; .+.0' #7+:'#+#&9','.!+! $.#!$#!6'#
!"# $/.0 (Y
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#O',#-+", #,'0$.:':#8"#-+"$9#59$#
)'7# ( %%#F$.T #!6+!#!6 ,#@T'.:+#G!'7#8'#+&&9$X':Y#)6'#7$! $.#&+,,':#8"#+.#
/.+. 7$/,#X$!'Y
!>$K@P->@ J*Y WI 789:8 88
<1Y 0*>5B/-% $11%*.$, *C $> UE%--P->@ Q-@'--> @N- 0B@( *C 0*11-,, aW'>-%b
$>/ F")" =BQ,-% 0*>5@%+K@B*> a0*>5@%+K@B*> G$>$E-%b C*% @N- K*>5@%+K@B*>
*C I*,,B>E W$&5 G-P*%B$, 0->@-% #N$5- VV !41$>5B*> B>K,+/B>E
#%-K*>5@%+K@B*> O-%.BK-5 C*% _872777A $5 1%*.B/-/ C*% B> @N- Q*>/
1%*K--/5A $>/ $+@N*%B\\B>E @N- 0B@( G$>$E-% @* 5BE> $>/ -4-K+@- $>(
>-K-55$%( /*K+P->@5"
59','.!+! $.2#K$6.#B( +, #5+9V,#59$^'0!#-+.+T'9 #7+:'#+#&9','.!+! $.#!$#!6'#
!"# $/.0 (Y
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#O',#-+", #,'0$.:':#8"#
$/.0 (7'78'9#J ^/#-+!6'U #!6+!#!6 ,#@T'.:+#G!'7#8'#+&&9$X':Y#)6'#7$! $.#
&+,,':#8"#+.#/.+. 7$/,#X$!'Y
<PY 0*>5B/-% $'$%/ *C QB/ $>/ $+@N*%B\\- $ J0#U K*>@%$K@ 'B@N 0*%-
0*>5@%+K@B*> B> @N- $P*+>@ *C _< 2 <"792 $5 Q+/E-@-/2 C*% @N-
/-P*,B@B*> $>/ %-1,$K-P->@ *C @N- *%>$P->@$, B%*> C->K- $%*+>/ @N-
1-%BP-@-% *C @N- U,,-> I*$/ #$%& D$&-A $>/ $+@N*%B\\B>E @N- 0B@( G$>$E-%
$%&'"()"$(**!++,"-!. /
!"3
!"# $/.0 (- ./!',;'89/+9"#<= #=4<>
@* 5BE> $>/ -4-K+@- $>( >-K-55$%( /*K+P->@5"
59','.!+! $.2#K$6.#B( +, #5+9V,#59$^'0!#-+.+T'9 #7+:'#+#&9','.!+! $.#!$#!6'#
!"# $/.0 (Y
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#C+.0"#N .T( .T #,'0$.:':#8"#
$/.0 (7'78'9#-+", #!$#+&&9$X'#!6 ,#@T'.:+#G!'7Y#)6'#X$!'#$.#!6'#7$! $.#
U+,#PM< #U !6# $/.0 (7'78'9#-+9V#D ((#X$! .T# .#$&&$, ! $.Y#)6'#7$! $.#
0+99 ':Y
\[ :
@"'2
G$(*% #%* 3-P 0,BCC D*>EA0*+>KB,P-PQ-% )%B$>>$
?B>*M*5$:OPB@NA0*+>KB,P-PQ-% F-5 G$(5A0*+>KB,P-PQ-% H$%(
I*/->A0*+>KB,P-PQ-% J$>K( LB>E,B>E $>/ 0*+>KB,P-PQ-% )BM+ G$@N-'
8 : 0*+>KB,P-PQ-% G$%& ?B,,
C+"2
<SY 0*>5B/-% $11%*.$, *C $ I-5*,+@B*> C*% 5+11*%@B>E $> $P->/P->@ @*
1%*.B/- C*% $ @->:(-$% %->-'$, -,-K@B*> C*% 5$,-5 @$4 5@%--@ P$B>@->$>K-
$+@N*%B\\$@B*>A $>/ $+@N*%B\\B>E @N- G$(*% @* 5BE>"
59','.!+! $.2# !"#-+.+T'9#- V'#F+.:#7+:'#+#&9','.!+! $.#!$#!6'# !"# $/.0 (Y
@#7$! $.#U+,#7+:'#8"#-+"$9#59$#)'7# ( %%#F$.T #,'0$.:':#8"#
$/.0 (7'78'9#C+.0"#N .T( .T #!6+!#!6 ,#@T'.:+#G!'7#8'#+&&9$X':Y#)6'#
7$! $.#&+,,':#8"#+.#/.+. 7$/,#X$!'Y
!>$K@P->@ J*Y I! 789:7 8 "
<\[Y 0*>5B/-% $11%*.$, *C @N- K$>K-,,$@B*> *C @N- G$%KN 8 2 789 0B@( 0*+>KB,
G--@B>E /+- @* @N- /$@- C$,,B>E /+%B>E O1%B>E )%-$&"
59','.!+! $.2# !"#-+.+T'9#- V'#F+.:#7+:'#+#&9','.!+! $.#!$#!6'# !"# $/.0 (Y
@#7$! $.#U+,#7+:'#8"# $/.0 (7'78'9#J ^/#-+!6'U #,'0$.:':#8"#
$/.0 (7'78'9#O',#-+", #!6+!#!6 ,#@T'.:+#G!'7#8'#+&&9$X':Y#)6'#7$! $.#
&+,,':#8"#+.#/.+. 7$/,#X$!'Y
!"#-+.+T'9#A'&$9!,#M#59$^'0!#E&:+!',#+.:#;/!/9'#@T'.:+,
<>Y
!"#-+.+T'9#- V'#F+.:#!6+.V':#Q'&/!"# !"#-+.+T'9#W 0V # 6 +X'!!+#+.:#
L'. $9#+.:# $77/. !"# '.!'9#-+.+T'9#F+0 #-0? ..'"#%$9#!6' 9#U$9V#U !6#!6'#
@(( ',# .# $77/. !"#T9$/&Y
;9''&$9!#5+9VU+"# ,#,! ((#/.:'9#0$.,!9/0! $.#+.:#$.#,06':/('Y
)6'#+U+9:':#X'.:$9#%$9#5+9VU+"#J$/('X+9:#9'0$.,!9/0! $.# ,#'*&'0!':#+!#!6'#
;'89/+9"#=P!6# !"# $/.0 (#7''! .TY
;'89/+9"#=S!6# ,# $&&'((#Q+"#+!#!6'#L!+!'# +& !$(# .#@/,! .Y#-'78'9,#%9$7#!6'#
$&&'((# !"# $/.0 ( # $&&'((#G.:'&'.:'.!#L06$$(#Q ,!9 0!#J$+9:#+.:#!6'#
$&&'((# 6+78'9#$%# $77'90'#U ((#8'#!9+X'( .T#!$#@/,! .#!$#7''!#U !6#
7'78'9,#$%#!6'#L!+!'#F'T ,(+!/9'Y
-+"$9#+.:# $/.0 (#A'&$9!,
=4Y
$%&'"()"$(**!++,"-!. /
!"4
!"# $/.0 (- ./!',;'89/+9"#<= #=4<>
I-1*%@ Q( @N- 0B@( 0*+>KB, %-E$%/B>E %-K->@ $>/ +1K*PB>E -.->@5"
-+"$9#D/.!#+..$/.0':#!6+!#$.#-+906#\[!6 #!6'#L&9 .T#-/, 0#L'9 ',#V 0V,#$%%Y#
B.^$"#+#. T6!#$%#7/, 0# .#!6'#LZ/+9'#+!#H(:#)$U.#/.:'9#!6'#,!+9,c#J9 .T#"$/9#
8(+.V'!#$9#06+ 9,#+.:#T9+8#+#8 !'#!$#'+!#%9$7#($0+(#%$$:#!9/0V,Y# $7&( 7'.!+9"#
&$&0$9.#U ((#8'#+X+ (+8('#0$/9!',"#$%# $&&'((#5+9V,#+.:#A'09'+! $.c#L!+"#
!/.':#%$9#&'9%$97'9# .%$97+! $.Y
5/8( 0#L'9X 0'#@..$/.0'7'.!,#0$.0'9. .T# !'7,#$%#0$77/. !"# .!'9',!#U !6#.$#
=<Y
$/.0 (#+0! $.#$9#:'( 8'9+! $.#&'97 !!':Y
C$!6 .T#!$#9'&$9!Y
C'0',,+9"#@0! $.#%9$7#B*'0/! X'#L',, $.
==Y
C$!6 .T#!$#9'&$9!Y
@!#!6 ,#! 7' #-+"$9#D/.!#9'0',,':#!6'#7''! .T#!$#9'0$.X'.'# .!$#O$9V#L',, $.#
+!#<42R3#&Y7Y
-+"$9#D/.!#+:^$/9.':#!6'#O$9V#L',, $.#+!#<<244#&Y7Y#+.:#9'0$.X'.':# .!$#!6'#
A'T/(+9#L',, $.Y
@:^$/9.7'.!
)6'9'#8' .T#.$#%/9!6'9#8/, .',,#8'%$9'#!6'# !"# $/.0 ( #!6'#7''! .T#U+,#
+:^$/9.':#+!#<<24<#&Y7Y
dddddddddddddddddddddddd
?+9'.#L'(8$#D/.! #-+"$9
dddddddddddddddddddddddddddddd
@,6('"#HU'., #Q'&/!"# !"#L'09'!+9"
$%&'"()"$(**!++,"-!. /
!"5
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::6;
78<:;;79=>-?/$ @A-B=>-?/$ C-$/(
/%+"'<=4'-&*"4'>! !1 4'
8
?"# %(@4'A")"#"@B"4'<@'$(@!#(+4'
#$%&5 $?/
C-D%-$AE*?
7 F8<F 789
/%+"'$#" !"C4'
#,$(>%*+?/ GH$/- GA%+DA+%-5
/%+"'0 2"4'/%@ +'DB!%(@4'
-%!+"4'
0*?5E/-% $11%*.$, *I $ 1+%DH$5- I%*B #,$(>%*+?/ G*,+AE*?5 *I 3-4$52 AH%*+>H
G*+%D-'-,, 0*?A%$DA J*" 7K7886:L3G2 I*% #,$(>%*+?/ GH$/- G(5A-B5 $A M,/
3*'? GN+$%-2 =,,-? C*$/2 O+?A-%'**/ $?/ =?/%-' )%*'? P-5A #$%&5 E? AH-
$B*+?A *I Q8<82R<K";62 $5 S+/>-A-/T $?/ $+AH*%EUE?> AH- 0EA( V$?$>-% A*
5E>? $?( ?-D-55$%( /*D+B-?A5"
0(!" 4'
>*(@ (# 4'E@ B!2"@!'= !"4'
V-B*"1/I2 !5AEB$A-"1/I
D!! BF2"@! 4'E@ B!2"@!'0123"#4'
$(@! B!4'
G" #%@H'= !"4'
=# )!"#4'E))"B!%I"'= !"4'
G% !(#&'()'J"H% + !%I"'/%+"'''''
?"#9
DB!%@H'K(C&4''= !"4''DB!%(@4''>"@!'-(4''=1"'= !"4'A"!1#@'A" 1+!4'
%(@4'
= !"4''
80EA( 0*+?DE,7 F RF 789
-".!'()'J"H% + !%I"'/%+"'56789::6;
3EA,-
0*?5E/-% $11%*.$, *I $ 1+%DH$5- I%*B #,$(>%*+?/ G*,+AE*?5 *I 3-4$52 AH%*+>H G*+%D-'-,,
0*?A%$DA J*" 7K7886:L3G2 I*% #,$(>%*+?/ GH$/- G(5A-B5 $A M,/ 3*'? GN+$%-2 =,,-? C*$/2
O+?A-%'**/ $?/ =?/%-' )%*'? P-5A #$%&5 E? AH- $B*+?A *I Q8<82R<K";62 $5 S+/>-A-/T $?/
$+AH*%EUE?> AH- 0EA( V$?$>-% A* 5E>? $?( ?-D-55$%( /*D+B-?A5"
G+BB$%(
G-- $AA$DH-/ B-B*"
/% B +'<2* B!4
W+?/5 H$.- S--? S+/>-A-/ ? AH- 0CX0 G1-DE$, C-.-?+- W+?/ I*% AHE5 1%*Y-DA"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<56=
>! ))'A"B(22"@C !%(@4
3H- #$%&5 $?/ C-D%-$AE*? X-1$%AB-?A %-D*BB-?/5 $11%*.$,"
L( +'<B(@4
>1 ! %@ 3+"'$%!&'L(I"#@2"@!
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
From: Brad Reid, Director of Parks and Recreation
Date: February 26, 2019
Reference: Consider approval of a purchase from Playground Solutions of Texas, through
Sourcewell Contract No. 030117-LTS, for Playground Shade Systems at Old Town
Square, Allen Road Park, Hunterwood Park and Andrew Brown Park West, in the
amount of $181,683.47, as budgeted; and authorizing the City Manager to sign any
necessary documents.
2030: Sustainable City Government: Excellent and Well-Maintained City Infrastructure and
Facilities
Introduction:
In an effort to maintain safe and enjoyable experiences for residents on playground equipment the
Parks and Recreation Department is recommending shade canopies to be installed over the following
playgrounds: Old Town Square, Allen Road Park, Hunterwood Park and Andrew Brown Park West.
Regarding the other playgrounds in the system, Magnolia Park just received a new shade canopy last
fall, with the installation of the new playground. Both The Duck Pond Park and Kid Country
playgrounds have natural shade canopies and MacArthur Park playground is listed in the CRDC
budget to be replaced in fiscal year 19-20 and will be addressed at that time. Lastly, Riverchase Park
will be evaluated and considered in the future.
Analysis:
The Parks and Recreation Department receives several requests each year for shade to be installed
over playgrounds. The shade canopies systems will allow for more opportunities for citizens to utilize
the playgrounds on hot sunny days. This will also aid in lowering surface temperatures on the play
elements and will protect the structures from UV degradation. The shade canopy systems to be
installed will emulate what is already in the system at Life Safety Park and Magnolia Park, except for
the Old Town Square playground where a sail type shade system will function better and be more
aesthetically pleasing in that application.
1
Legal Review:
Agenda item did not require legal review
Fiscal Impact:
The fiscal impact is $181,683.47
Recommendation:
The Parks and Recreation Department recommends approval of this item.
2
Playground Solutions of Texas, Inc
P.O. Box 177008
Irving, TX 75017 US
469-375-4590
info@pstxi.com
http://pstxi.com
ADDRESSSHIP TO
ESTIMATE 1390
City of Coppell-Shade ProjectCity of Coppell-Shade Project
Accounts PayableSee Below
DATE 02/18/2019
PO Box 9478
Coppell, TX 75019
EXPIRATION DATE 03/18/2019
PLAYGROUND SPECIALIST
300-Eric Elder
PRODUCTPRODUCTQTYRATEAMOUNT
OPTION 2
SOURCEWELL Contract #030117-LTS Formerly NJPA10.000.00
ANDREW BROWN PARK
50'X60'X12' MEGA 50'X60'X12' ENTRY, MEGA SPAN CANOPY 128,063.0028,063.00
SPAN SYSTEM, INGROUND MOUNT
INSTALLATION 50'X60'X12' ENTRY, MEGA SPAN CANOPY 18,111.498,111.49
SYSTEM, INGROUND MOUNT
CONCRETE CONCRETE FOOTERS 48" DIAM X 60" 41,429.205,716.80
DEEP CONCRETE FOOTERS PER
MANUFACTURE'S RECOMMENDATION
*PRICE AND SIZE SUBJECT TO CHANGE
WITH APPROVED ENGINEERED
DRAWINGS*
*EXCAVATED DIRT TO BE SPOILED ON
SITE*
38'X55'X12' MEGA 38'X55'X12' ENTRY, MEGA SPAN CANOPY 117,594.0017,594.00
SPAN SYSTEM, INGROUND MOUNT
SED DRAWINGS-USA SEALED ENGINEERED DRAWINGS2800.001,600.00
SHADE
INSTALLATION 38'X55'X12' ENTRY, MEGA SPAN CANOPY 15,518.075,518.07
SYSTEM, INGROUND MOUNT
PRODUCTPRODUCTQTYRATEAMOUNT
CONCRETE CONCRETECONCRETE FOOTERS41,243.494,973.96
42" DIAM X 54" DEEP CONCRETE
FOOTERS PER MANUFACTURE'S
RECOMMENDATION
*PRICE AND SIZE SUBJECT TO CHANGE
WITH APPROVED ENGINEERED
DRAWINGS*
*EXCAVATED DIRT TO BE SPOILED ON
SITE*
OLDTOWN PARK
CUSTOM SAIL CUSTOM SAIL126,136.0026,136.00
SED DRAWINGS-USA SEALED ENGINEERED DRAWINGS1800.00800.00
SHADE
INSTALLATION CUSTOM SAIL SHADE SYSTEM 15,653.835,653.83
CONSISTING OF (4) COLUMNS AND (2)
CANOPIES, PIER MOUNT
CONCRETE CONCRETE48"X90" CONCRETE PIERS111,822.4311,822.43
48"X102"CONCRETE PIERS
48"X114"CONCRETE PIERS
48"X120"CONCRETE PIERS
*PER MANUFACTURE'
RECOMMENDATION. INCLUDES 1"X36"
ANCHOR BOLTS*
*PRICE AND SIZE SUBJECT TO CHANGE
WITH APPROVED ENGINEERED
DRAWINGS*
ALLEN ROAD PARK
30'X50'X12'MEGA 30'X50'X12' ENTRY, MEGA SPAN CANOPY 113,895.0013,895.00
SPAN SYSTEM, INGROUND MOUNT
SED DRAWINGS-USA SEALED ENGINEERED DRAWINGS1800.00800.00
SHADE
INSTALLATION 30'X50'X12' ENTRY, MEGA SPAN CANOPY 15,280.245,280.24
SYSTEM, INGROUND MOUNT
CONCRETE CONCRETE FOOTERS41,024.124,096.48
36" DIAM X 54" DEEP CONCRETE
FOOTERS PER MANUFACTURE'S
RECOMMENDATION
*PRICE AND SIZE SUBJECT TO CHANGE
WITH APPROVED ENGINEERED
DRAWINGS*
*EXCAVATED DIRT TO BE SPOILED ON
SITE*
25'X30'X11' SINGLE 25'X30'X11' ENTRY, SINGLE CANTILEVER 18,869.008,869.00
CANTILEVER CANOPY SYSTEM, INGROUND MOUNT
PRODUCTPRODUCTQTYRATEAMOUNT
SED DRAWINGS-USA SEALED ENGINEERED DRAWINGS1800.00800.00
SHADE
INSTALLATION 25'X30'X11' ENTRY, SINGLE CANTILEVER 13,101.683,101.68
CANOPY SYSTEM, INGROUND MOUNT
CONCRETE CONCRETECONCRETE FOOTERS2955.701,911.40
36" DIAM X 42" DEEP CONCRETE
FOOTERS PER MANUFACTURE'S
RECOMMENDATION
*PRICE AND SIZE SUBJECT TO CHANGE
WITH APPROVED ENGINEERED
DRAWINGS*
*EXCAVATED DIRT TO BE SPOILED ON
SITE*
HUNTER WOOD PARK
40'X55'X12 MEGA 40'X55'X12 ENTRY, MEGA SPAN CANOPY 117,980.0017,980.00
SPAN SYSTEM, INGROUND MOUNT
SED DRAWINGS-USA SEALED ENGINEERED DRAWINGS1800.00800.00
SHADE
INSTALLATION 40'X55'X12 ENTRY, MEGA SPAN CANOPY 18,103.908,103.90
SYSTEM, INGROUND MOUNT
CONCRETE CONCRETE FOOTERS41,317.345,269.36
48" DIAM X 48" DEEP CONCRETE
FOOTERS PER MANUFACTURE'S
RECOMMENDATION
*PRICE AND SIZE SUBJECT TO CHANGE
WITH APPROVED ENGINEERED
DRAWINGS*
*EXCAVATED DIRT TO BE SPOILED ON
SITE*
TERMS: NET 30
SUBTOTAL186,896.64
DISCOUNT-9,381.36
SHIPPING4,168.19
TOTAL
$181,683.47
Accepted ByAccepted Date
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::66
78<:;;77=>-?/$ @A-B=>-?/$ C-$/(
/%+"';<4'-&*"4'=! !1 4'
8!?>D?--%D?>
>"# %(?4'@")"#"?A"4';?'$(?!#(+4'
7 E7<E 789
/%+"'$#" !"B4'
C-1,$F-B-?A G+B1 3%+F&
/%+"'0 2"4'/%? +'CA!%(?4'
-%!+"4'
0*?5D/-% $11%*.$, H*% AI- 1+%FI$5- *H *?- %-1,$F-B-?A /+B1 A%+F& H%*B
J*+5A*? K%-D>IA,D?-%2 .D$ AI- J*+5A*?:L$,.-5A*? =%-$ 0*+?FD, MJ:L=0N
0*?A%$FA O*" J37P:8<2 H*% AI- #+Q,DF R*%&5 G-1$%AB-?AS D? AI- $B*+?A *H
T8 U26U "77S $5 Q+/>-A-/S $?/ $+AI*%DVD?> AI- 0DA( W$?$>-% A* 5D>? $?(
?-F-55$%( /*F+B-?A5"
0(!" 4'
=*(? (# 4'D? A!2"?!'< !"4'
C!! AE2"?! 4'D? A!2"?!'0123"#4'
C-1,$F-B-?A G+B1 3%+F& W-B*"1/H2 C-1,$F-B-?A
G+B1 3%+F& #%*1*5$,"1/H2 C-1,$F-B-?A G+B1 3%+F&
JL=0 R*%&5I--A"1/H2 C-1,$F-B-?A G+B1 3%+F&
X+*A-"1/H
$(?! A!4'
F" #%?G'< !"4'
<# )!"#4'D))"A!%H"'< !"4'
F% !(#&'()'I"G% + !%H"'/%+"'''''
>"#9
CA!%?G'J(B&4''< !"4''CA!%(?4''="?!'-(4''<1"'< !"4'@"!1#?'@" 1+!4'
%(?4'
< !"4''
80DA( 0*+?FD,7 E PE 789
-".!'()'I"G% + !%H"'/%+"'56789::66
3DA,-
0*?5D/-% $11%*.$, H*% AI- 1+%FI$5- *H *?- %-1,$F-B-?A /+B1 A%+F& H%*B J*+5A*? K%-D>IA,D?-%2
.D$ AI- J*+5A*?:L$,.-5A*? =%-$ 0*+?FD, MJ:L=0N 0*?A%$FA O*" J37P:8<2 H*% AI- #+Q,DF R*%&5
G-1$%AB-?AS D? AI- $B*+?A *H T8 U26U "77S $5 Q+/>-A-/S $?/ $+AI*%DVD?> AI- 0DA( W$?$>-% A*
5D>? $?( ?-F-55$%( /*F+B-?A5"
Y+BB$%(
/% A +';2* A!4
Z!?A-% KD5F$, @B1$FA YA$A-B-?A J-%-\[
=! ))'@"A(22"?B !%(?4
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<55=
3I- #+Q,DF R*%&5 G-1$%AB-?A %-F*BB-?/5 $11%*.$,"
K( +';A(?4
=1 ! %? 3+"'$%!&'K(H"#?2"?!
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
A proposal for
City of Coppell
Prepared by
Houston Freightliner
Adam Neuse
Feb 12, 2019
ContractDate
CONTRACT PRICING WORKSHEET
HT06-182/12/2019
No.:Prepared:
For MOTOR VEHICLES Only
This Worksheet is prepared by Contractor and given to End User. If a PO is issued, both documents
MUST be faxed to H-GAC @ 713-993-4548. Therefore please type or print legibly.
Buying
Contractor:
City of CoppellHouston Freightliner
Agency:
ContactPrepared
Mark BrochtrupAdam Neuse
Person:By:
Phone:972-462-5175 Phone:713-580-8148
Fax:Fax:713-676-1603
Email:Email:adam.neuse@strhouston.com
Product
Description:
2020 Freightliner 108SD TRA
C2
Code:
A. Product Item Base Unit Price Per Contractor's H-GAC Contract:78960
B. Published Options - Itemize below - Attach additional sheet(s) if necessary - Include Option Code in description if applicable.
(Note: Published Options are options which were submitted and priced in Contractor's bid.)
DescriptionDescription
CostCost
L9 350 HP 1000 LB FT TQBasic High Back Air Driver Seat
2663159
MT-40-14X 40,000 lb RR AxleAM/FM Radio w Bluetooth
140299
Tuftrac 40,000 lb RR Suspension200 Amp 28-SI Quadramount Alternator
2433103
177" Wheelbase11R22.5 14 Ply RR Tires
488255
7/16x3-9/16x11-1/8" Frame 120 KSIDash Mtd PTO Switch
65487
LH 60 Gallon Fuel TankLED Marker Lights
13126
RH Understep Aftertreatment w Vert StackLED Stop/Tail/Back Up Lights
61780
Dual West Coast Heated Mirror w Remote
215
RH/LH Electric Windows
164
Premium InsulationSpecial Warren WS-700-13
14032605
Smart Switch Expansion Module
Subtotal From Additional Sheet(s):
149
RH/LH Electric Door Locks
7441482
Subtotal B:
C. Unpublished Options - Itemize below / attach additional sheet(s) if necessary.
(Note: Unpublished options are items which were not submitted and priced in Contractor's bid.)
DescriptionDescription
CostCost
Gray/Charcoal Wing Dash
486
Haldex Auto Rear Slack Adjusters
Subtotal From Additional Sheet(s):
160
(3) DTNA Genuine 3375CCA, Threaded Stud Batteries
6711317
Subtotal C:
Check: Total cost of Unpublished Options (C) cannot exceed 25% of the total of the Base Unit
For this transaction the percentage is:
1%
Price plus Published Options (A+B).
D. Total Cost Before Any Applicable Trade-In / Other Allowances / Discounts (A+B+C)
Quantity Ordered: X Subtotal of A + B + C:
121759121759
1=Subtotal D:
E. H-GAC Order Processing Charge (Amount Per Current Policy)
1000
Subtotal E:
F. Trade-Ins / Special Discounts / Other Allowances / Freight / Installation / Miscellaneous Charges
DescriptionDescription
CostCost
Freight
2100
Discount
-1127
973
Subtotal F:
123732
Delivery Date: G. Total Purchase Price (D+E+F):
Page 1 of 3
Quote WTTLLC00009125
Date 11/12/2018
Phone
Warren Truck and Trailer, LLC (888) 734-4400
Fax
15768 US HIGHWAY 271 NORTH (903) 379-4400
Talco TX 75487 WarrenTruckAndTrailer.com
Bill To Ship To Contact
HOUSTON FREIGHTLINER, INC. HOUSTON FREIGHTLINER, INC. LYNN DUNDEE
9550 NORTH LOOP EAST 9550 NORTH LOOP EAST (713) 580-8112 Ext. 0000
HOUSTON TX 77029 HOUSTON TX 77029
Purchase Order No. Customer ID Salesperson ID Shipping Method Payment Terms Req Ship Date Master No.
HOU026 MACK DELIVERED Net30 0/0/0000 10,015,334
QTY Item Number Description UOM Unit Price Ext. Price
1 WS-700-13 DUMP BODY - LIGHT WEIGHT STEEL - 13' EA $30,570.00 $30,570.00
CITY OF COPPELL
Yardage: 11/14
Floor Material: 3/16 AR450 HARDOX
Front / Material: 50" 1/8 AR450 HARDOX
Side / Material: 42" 1/8 AR450 HARDOX
Vertical Side Brace: No
Horizontal Brace: No
Hoist / Cylinder: VTLW-63110
Hydraulics: Yes
1 TAILGATE Each $0.00 $0.00
Air Operated: Yes
Panel: 2 Horizontal
Material: 1/8 AR450
Height: 50
Slope: None
Chains: 5/16"
OVERLAY TAILGATE WITH 10 GA MATERIAL -
PLACE RED AND YELLOW CHEVRONS ON OVERLAY
(NEED WIDTH OF TAPE IN PICTURE)
1 DB OPTIONS # 1 Each $0.00 $0.00
Cabshield: Variable Width-1/2 (24")
Asphalt Apron: None
Body Lights: LED
6" Oval LED S/T/T: (1) Per Post Each
Rear Post
1 INSTALL Each $0.00 $0.00
Hydraulic Hoses/Fittings: Yes
Pump: 22 gal w/air shift CW (400-80263)
Console: Clutch Shift Air
Mudflaps and Brackets: Yes
Side Boards: Formed Metal -2x8x3/16
Delivery Fuel/Charges: Yes
1 PAINT Each $0.00 $0.00
Color: Warren Dark Blue (800-80014)
1 PTO POWER TAKE OFF EA $0.00 $0.00
PTO Muncie CS Series (Auto)
Note: Not following OEM maintenance can
result in non warrantable failure.
Check for leaks and loose mounting
hardware within first week of use.
Recheck
at regular maintenance periods (see OEM
manual for intervals).
Page 2 of 3
Quote WTTLLC00009125
Date 11/12/2018
Phone
Warren Truck and Trailer, LLC (888) 734-4400
Fax
15768 US HIGHWAY 271 NORTH (903) 379-4400
Talco TX 75487 WarrenTruckAndTrailer.com
Purchase Order No. Customer ID Salesperson ID Shipping Method Payment Terms Req Ship Date Master No.
HOU026 MACK DELIVERED Net30 0/0/0000 10,015,334
QTY Item Number Description UOM Unit Price Ext. Price
1 TARP SYSTEM TARP system - installed EA $0.00 $0.00
Installed
Donovan "Bullet" Electric System
Cab Operated
HD, Bent, Aluminum Tarp System
Tarp Size: 84"x17'
Tarp Type: Mesh
1 BODY LADDER Each $0.00 $0.00
LADDER INSTALLED ON FRONT/SIDE OF BODY
FOLD-DOWN LADDER CANNOT BE USED ON THIS
STYLE BODY
1 TOW PACKAGE Each $1,210.00 $1,210.00
3/4" PINTEL PLATE
20 TON PINTLE HITCH (26" APPROX.)
D-RINGS
ELECTRIC BRAKE CONTROLLER
1 CAMERA SYSTEM Each $0.00 $0.00
360 DEGREE CAMERA SYSTEM
REAR VIEW CAMERA ACTIVATED IN REVERSE
RIGHT & LEFT CAMERAS ACTIVATED BY RIGHT
& LEFT TURN SIGNALS
1 SAFETY LIGHTING Each $0.00 $0.00
(1) WHELEN M4 LED FLASHER (AMBER)
MOUNTED IN GRILLE
(1) WHELEN M4 LED FLASHER (BLUE) MOUNTED
IN GRILLE
(2) WHELEN M4 SERIES BRUSH GUARD
(1) WHELEN DOT3 SYSTEM 710-D IN
STAINLESS STEEL LIGHT BOXES, MOUNTED ON
SIDE OF REAR CORNER POST OF BODY (S/T/T,
REVERSE, & AMBER STROBES)
(2) WHELEN MICRO PIONEER BAIL MOUNT IN
FRONT WALL OF BODY, 45 DEGREE DOWNWARD
1 ON-BOARD SCALES Each $0.00 $0.00
STRESS-TEK ON-BOARD SCALE SYSTEM -
FURNISHED AND INSTALLED
G-703 DEFLECTION TRANSDUCER SYSTEM TO
WEIGH EACH TRUCK AXLE
(WILL NEED SUSPENSION INFORMATION)
1 DELIVERY Each $0.00 $0.00
DELIVERY OF COMPLETED UNIT TO HOUSTON
FREIGHTLINER
DELIVERY CHARGES SHOWN IN SHIPPING
COLUMN BELOW
Page 3 of 3
Quote WTTLLC00009125
Date 11/12/2018
Phone
Warren Truck and Trailer, LLC (888) 734-4400
Fax
15768 US HIGHWAY 271 NORTH (903) 379-4400
Talco TX 75487 WarrenTruckAndTrailer.com
Subtotal
$31,780.00
Misc
Quotation reviewed and accepted by: $0.00
Tax
(signed)___________________________ $0.00
Please fax back to us for entry as an order Ship & Handling $825.00
NOTE: Quotation good for 10 days only Trade In Allowance $0.00
Total
$32,605.00
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::7;
78<:;;89=>-?/$ @A-B=>-?/$ C-$/(
/%+"'<=4'-&*"4'>! !1 4'
8!?>D?--%D?>
?"# %(@4'A")"#"@B"4'<@'$(@!#(+4'
7 E89E 789
/%+"'$#" !"C4'
FB$,, 0-,, =>%--B-?A
/%+"'0 2"4'/%@ +'DB!%(@4'
-%!+"4'
0*?5D/-% $11%*.$, *G $ C-5*,+AD*? $/*1AD?> $ 0H$1A-% <; F-%.DI- #*,-
0*,,*I$AD*? =AA$IHB-?A JDI-?5- =>%--B-?A K*%BL 1%*.D/D?> $+AH*%DM$AD*? G*%
+5- $?/ -4-I+AD*? *G 5$D/ $>%--B-?A N( AH- 0DA( O$?$>-%L $?/ $+AH*%DMD?>
AH- O$(*% A* 5D>?"
0(!" 4'
>*(@ (# 4'E@ B!2"@!'= !"4'
D!! BF2"@! 4'E@ B!2"@!'0123"#4'
FB$,, 0-,, 0*,,*I$AD*? =>%--B-?A O-B*"1/G2 FB$,,
0-,, 0*,,*I$AD*? =>%--B-?A C!F"1/G2 FB$,, 0-,,
0*,,*I$AD*? JDI-?5- =>%--B-?A"1/G
$(@! B!4'
G" #%@H'= !"4'
=# )!"#4'E))"B!%I"'= !"4'
G% !(#&'()'J"H% + !%I"'/%+"'''''
?"#9
DB!%@H'K(C&4''= !"4''DB!%(@4''>"@!'-(4''=1"'= !"4'A"!1#@'A" 1+!4'
%(@4'
= !"4''
80DA( 0*+?ID,7 E PE 789
-".!'()'J"H% + !%I"'/%+"'56789::7;
3DA,-
0*?5D/-% $11%*.$, *G $ C-5*,+AD*? $/*1AD?> $ 0H$1A-% <; F-%.DI- #*,- 0*,,*I$AD*?
=AA$IHB-?A JDI-?5- =>%--B-?A K*%BL 1%*.D/D?> $+AH*%DM$AD*? G*% +5- $?/ -4-I+AD*? *G 5$D/
$>%--B-?A N( AH- 0DA( O$?$>-%L $?/ $+AH*%DMD?> AH- O$(*% A* 5D>?"
F+BB$%(
/% B +'<2* B!4
Q!?A-% KD5I$, @B1$IA FA$A-B-?A R-%-S
>! ))'A"B(22"@C !%(@4
3H- #+N,DI T*%&5 U-1$%AB-?A %-I*BB-?/5 $11%*.$,"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<#6=
L( +'<B(@4
>1 ! %@ 3+"'$%!&'L(I"#@2"@!
K1 %@" 'M#( *"#%!&
$(221@%!&'N"++@" ' @C'E@#%BF2"@!
>"@ "'()'$(221@%!&
>*"B% +'M+ B"'!('J%I"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
From: Kent Collins, P.E., Director of Public Works
Date: February 26, 2019
Reference: Small Cell Collocation Attachment License Agreement
2030: Sustainable City Government, Goal 3
Excellent and Well-maintained City Infrastructure and Facilities
General Information:
Senate Bill (SB) 1004 adopted a new Chapter 284 of the Local Government Code.
SB 1004 had an effective date of September 1, 2017.
The provisions of Chapter 284 relate to installation of network nodes and node support
poles in the public right-of-way.
Local governments may designate historic districts and design districts with criteria
for design or concealment.
Chapter 284 provides for restrictions on installation of new poles in residential areas
and parks, and discourages nodes in those areas.
Cities may require a permit for installation of network nodes and poles.
Permit and use fees are limited or capped.
The City Council adopted code provisions and a design manual to address the
provisions of Chapter 284.
This item is a proposed form to allow small cell attachment to city-owned service
poles.
Introduction:
This item is presented to consider approval of a Resolution adopting a Chapter 284 Service Pole
Collocation Attachment License Agreement form, and authorize execution of the form by the
Mayor. If approved, any small cell applications requiring attachment to a city-owned service pole
would be approved administratively by the City Manager utilizing this approved form.
1
Analysis:
Senate Bill (SB) 1004 adopted a new Chapter 284 of the Texas Local Government Code. The
provisions related to installation of network nodes and node support poles in the public right-of-way.
Key elements of Chapter 284 relate to: size limits for network nodes; restrictions on exclusive right-
of-way use agreements; rates for permitting and use (nodes and poles); collocation on service poles;
right-of-way access rights; construction and maintenance; location and height new poles; restrictions
on installation of new poles in parks or along residential streets; design or concealment of new
network nodes or new poles in a historic district or design district that contains decorative poles;
cabinet size; compliance with undergrounding requirements; compliance with design manual;
applications, permits and related processes; access to city-owned and other existing poles; and
interference. The city adopted amendments to the right-of-way management ordinance provisions
that are compliant with Chapter 284 in order to apply those provisions (definitions, size limitations,
permit fees/process, etc.) to applications that are made under Chapter 284. This item proposes
approval of a resolution adopting an attachment agreement form for small cells to attach to city-
owned service poles. Examples of service poles would include traffic signal poles or sign supports.
If approved, any use of this form to allow attachment to a city-owned service pole would be executed
by the City Manager.
Legal Review:
The City Attorney drafted the proposed resolution and agreement.
Fiscal Impact:
There is no fiscal impact for this item. If a collocation were to occur, the applicant would pay a rental
rate of $20 per year.
Recommendation:
The Public Works Department recommends approval of the proposed resolution.
2
RESOLUTION NO. ________
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF COPPELL,
TEXAS, APPROVING THE TERMS AND CONDITIONS OF THE
SERVICE POLE COLLOCATION LOCATION LICENSE AGREEMENT
BY AND BETWEEN THE CITY OF COPPELL, TEXAS AND VARIOUS
NETWORK PROVIDERS; AUTHORIZING THE CITY MANAGER TO
SIGN, WHICH IS ATTACHED HERETO AS EXHIBIT A; REPEALING
ALL RESOLUTIONS IN CONFLICT; PROVIDING A SEVERABILITY
CLAUSE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City desires to enter into a license agreement with various network
providers; and
WHEREAS, Licensees will request under the Coppell ordinance and design standards
located its small node antennas on municipal owned service policies in the public Right-of-Way
to the extent permitted by Chapter 284; and
WHEREAS, the City of Coppell, as a home-rule city, has the authority to manage the
public right-of-way to ensure the health, safety, and welfare of the public; and to receive from
network providers fair and reasonable compensation for use of the public right-of-way and for
collocation on poles; and
WHEREAS, -exclusive use at locations in its Public Right-of-Way, are
subject to the terms and conditions set forth herein, and pursuant to Permits issued by the City
Manager or his designee; and
WHEREAS, the City Council find it is in the best interest of the City of Coppell and its
citizens to approve the forums and conditions of the form license agreement which is attached hereto
as Exhibit A.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF COPPELL, TEXAS THAT:
SECTION 1. The City Council hereby approves the terms and conditions of the service
pole collocation location license agreement by and between the city of City of Coppell and various
network providers, and hereby authorizes the City Manager to execute such agreements as
substantially provided in Exhibit A, which is attached hereto and incorporated herein by reference;
and, after approval by the City Attorney.
SECTION 2. Any prior resolution of the City Council in conflict with the provisions
contained in this Resolution are hereby repealed and revoked.
SECTION 3. Should any part of this resolution be held to be invalid for any reason, the
remainder shall not be affected thereby, and such remaining portions are hereby declared to be
severable.
TM 106288
SECTION 4. This resolution shall take effect immediately from and after its passage, and
it is duly resolved.
DULY PASSED and approved by the City Council of the City of Coppell, Texas, on this
the ____ day of , 2019.
APPROVED:
Karen Selbo Hunt, Mayor
ATTEST:
Christel Pettinos, City Secretary
APPROVED AS TO FORM:
_________________________________
Robert E. Hager, City Attorney
TM 106288
EXHIBIT A
Agreement
TM 106288
CITY OF COPPELL, TEXAS
CHAPTER 284 SERVICE POLE COLLOCATION ATTACHMENT LICENSE
AGREEMENT
TABLE OF CONTENTS
Page No.
ARTICLE 1. PARTIES ............................................................................................................ 5
1.1. ADDRESSES ....................................................................................................... 5
ARTICLE 2. DEFINITIONS ................................................................................................... 6
ARTICLE 3. CHAPTER 284 GRANT AND SCOPE OF AUTHORIZATION TO
COLLOCATE NETWORK NODES ON SERVICE POLES. .................... 11
3.1. CITY GRANT OF PERMISSION IN ACCORDANCE WITH
CHAPTER 284. ................................................................................................. 11
3.2. SCOPE OF AGREEMENT ............................................................................... 11
3.3. UNAUTHORIZED NETWORK NODE ON SERVICE POLES. .................... 12
ARTICLE 4. APPLICATION FOR A PERMIT TO COLLOCATE ON A
SERVICE POLE. ............................................................................................. 12
4.1. APPLICATION FOR A PERMIT TO COLLOCATION A NETWORK
NODE ON A SERVICE POLE. ........................................................................ 12
4.2. REVIEW PROCESS FOR AN APPLICATION FOR COLLOCATION
OF A NETWORK NODE ON A SERVICE POLE PERMIT. (ch. 284,
Sec. 284.154) ..................................................................................................... 14
ARTICLE 5. CHAPTER 284 RENTAL FEES AND OTHER PAYMENTS .................... 15
5.1. NETWORK NODE SITE ANNUAL RENTAL RATE. (Ch. 284, Sec.
284.053) ............................................................................................................. 15
5.2. COLLOCATION ATTACHMENT ON SERVICE POLE FEE. (Ch. 284,
Sec. 284.056) ..................................................................................................... 16
5.3. MONTHLY TRANSPORT FACILITY FEE. (Ch. 284, Sec. 284.055) ............ 16
5.4. APPLICATION FEES. (Ch. 284, Sec. 284.156) ............................................... 18
5.5. OTHER PAYMENTS ........................................................................................ 18
5.6. NON-FUNCTIONING NETWORK Nodes ...................................................... 18
5.7. PAYMENT ........................................................................................................ 18
5.8. REIMBURSEMENT ......................................................................................... 18
1
5.9. PAYMENT LIMITS .......................................................................................... 19
5.10. COMPLIANCE REVIEW ................................................................................. 19
5.11. PERMITS CONDITIONED ON PAYMENTS BEING CURRENT. ............... 19
ARTICLE 6. DESIGN MANUAL, PUBLIC RIGHT-OF-WAY MANAGEMENT
ORD. COMPLIANCE AND RELATED REQUIREMENTS ..................... 19
6.1. AESTHETIC REQUIREMENTS ...................................................................... 19
6.2. INSTALLATION .............................................................................................. 20
6.3. INSPECTIONS .................................................................................................. 20
6.4. PLACEMENT.................................................................................................... 20
6.5. ELECTRICAL SUPPLY ................................................................................... 20
6.6. TRANSPORT FACILITY FIBER CONNECTION .......................................... 21
6.7. GENERATORS ................................................................................................. 21
6.8. EQUIPMENT DIMENSIONS ........................................................................... 21
6.9. TREE MAINTENANCE ................................................................................... 21
6.10. SIGNAGE .......................................................................................................... 21
6.11. REPAIR ............................................................................................................. 21
6.12. GRAFFITI ABATEMENT ................................................................................ 21
ARTICLE 7. RADIO INTERFERENCE BY NETWORK NODE PROHIBITED.
(CH. 284, SEC. 284.304) .................................................................................. 22
7.1. NO LIABILITY ................................................................................................. 22
7.2. NO INTERFERENCE ....................................................................................... 22
ARTICLE 8. ABANDONMENT, RELOCATION AND REMOVAL .............................. 23
8.1. ABANDONMENT OF OBSOLETE NETWORK NODE................................ 23
8.2. REMOVAL REQUIRED BY CITY .................................................................. 23
8.3. REMOVAL OR RELOCATION BY LICENSEE ............................................ 24
8.4. REMOVAL OR RELOCATION REQUIRED FOR CITY PROJECT ............ 24
8.5. REMOVAL REQUIRED AFTER TERMINATION OR EXPIRATION
OF LICENSE ..................................................................................................... 24
8.6. REMOVAL REQUIRED AFTER REVOCATION .......................................... 24
8.7. OWNERSHIP .................................................................................................... 25
8.8. RESTORATION ................................................................................................ 25
2
8.9. LICENSEE RESPONSIBLE ............................................................................. 25
8.10. ALLOCATION OF FUNDS FOR REMOVAL AND STORAGE ............ Error!
Bookmark not defined.
ARTICLE 9. ENVIRONMENTAL LAW REQUIREMENTS ........................................... 25
ARTICLE 10. SECURITY ....................................................................................................... 25
ARTICLE 11. INDEMNIFICATION, INSURANCE AND LIABILITY ............................ 25
ARTICLE 12. TERM AND TERMINATION ....................................................................... 26
12.1. TERM ................................................................................................................ 26
12.2. RENEWALS ...................................................................................................... 26
12.3. TERMINATION FOR CAUSE BY CITY ........................................................ 26
12.4. TERMINATION BY LICENSEE ..................................................................... 27
12.5. AUTOMATIC TERMINATION. ...................................................................... 27
ARTICLE 13. TRANSFER OF AUTHORITY ...................................................................... 27
13.1. ASSIGNMENT .................................................................................................. 27
13.2. BUSINESS STRUCTURE AND ASSIGNMENTS .......................................... 28
ARTICLE 14. INVENTORY AND INSPECTIONS. ............................................................ 28
14.1. INVENTORY RECORDS ................................................................................. 28
14.2. INSPECTIONS .................................................................................................. 28
14.3. CONFIDENTIAL INFORMATION ................................................................. 29
ARTICLE 15. MISCELLANEOUS ........................................................................................ 29
15.1. FORCE MAJEURE ........................................................................................... 29
15.2. DISPUTE RESOLUTION ................................................................................. 30
15.3. ACCEPTANCE AND APPROVAL; CONSENT ............................................. 30
15.4. REPRESENTATIONS AND WARRANTIES.................................................. 30
15.5. STATEMENT OF ACCEPTANCE .................................................................. 31
15.6. RELATIONSHIP OF THE PARTIES ............................................................... 31
15.7. SEVERABILITY ............................................................................................... 31
15.8. ENTIRE AGREEMENT .................................................................................... 31
15.9. WRITTEN AMENDMENT............................................................................... 31
15.10. APPLICABLE LAWS AND VENUE ............................................................... 31
15.11. NOTICES ........................................................................................................... 32
3
15.12. CAPTIONS ........................................................................................................ 32
15.13. NON-WAIVER.................................................................................................. 32
15.14. ENFORCEMENT .............................................................................................. 33
15.15. AMBIGUITIES.................................................................................................. 33
15.16. SURVIVAL ....................................................................................................... 33
15.17. RESERVED ....................................................................................................... 33
15.18. PARTIES IN INTEREST .................................................................................. 33
15.19. REMEDIES CUMULATIVE ............................................................................ 33
15.20. LICENSEE DEBT ............................................................................................. 33
15.21. PARTS INCORPORATED ............................................................................... 34
15.22. CONTROLLING PARTS .................................................................................. 34
15.23. SIGNATURES ................................................................................................... 34
List of Exhibits:
4
THE STATE OF TEXAS §
§
COUNTY OF DALLAS §
This Service Pole Collocation Attachment License Agreement is made
by and between the City of Coppell, -rule municipal corporation of the
its principal offices at ______________.
Section 284.056 and Section 284.101 (a) (3), the City enters into this Agreement to further
detail the terms and conditions of Collocation of attachments of wireless Network Nodes to and
on City Service Poles.
RECITALS
WHEREAS, Licensee, a Network Provider is requesting to and on Service Poles
that are in the Public Right-of-Way to the extent permitted by Chapter 284; and
WHEREAS, the City of Coppell, as a home-rule city, has the authority to manage the
public right-of-way to ensure the health, safety, and welfare of the public; and to receive from
network providers fair and reasonable compensation for use of the public right-of-way and for
collocation on poles; and
WHEREAS, Section 253 of the Federal Communications Act of 1934, as amended,
including 47 U.S.C. § 253, acknowledges that the City has the authority to manage and control
access to and use of the Public Right-of-Way within the City limits; and
WHEREAS, Chapter 284, Section 284.101 (a)-(b), et al, set forth the conditions to access
and Collocation on the Public Right-of-Way of the Network
Nodes to include compliance with the Applicable Codes, and Public Right-of-Way Management
Ordinances, and the restrictions in Chapter 284 concerning limits to the height, width, safety and
aesthetic requirements of Network Nodes; and
WHEREAS, the Licensee shall compensate the City pursuant to applicable state law,
including Chapter 284, for the collocation of the Network Nodes on Service Poles
Public Right-of-Way; and
WHEREAS, -exclusive use at locations in its Public Right-of-Way, are
subject to the terms and conditions set forth herein, and pursuant to Permits issued by the City
Manager or his designee; and
WHEREAS, the City and Licensee desire by this Agreement to set forth their
understanding of such matters.
NOW THEREFORE, in consideration of the mutual covenants and agreements contained
herein below, City and Licensee agree as follows:
ARTICLE 1. PARTIES
1.1.ADDRESSES
5
The initial address of the parties, which either party may change at any time by giving written
notice to the other party pursuant to the terms of this Agreement, are as follows:
City of _____________
Attn: _______________________
Street ________
Texas, _________
Email: ________________
Network Provider and Licensee
_____________________________
Attn: _______________________
Street ________
Texas, _________
Email: ________________
ARTICLE 2. DEFINITIONS
2.1. As used in this Agreement, the definitions as used in Tex. Loc. Gov. Code, Chapter 284,
1
Sec. 284.002 shall be used, unless otherwise noted in Section 2.1, below:
2.1.1. Abandon and its derivatives means the facilities installed in the right-of-way
(including by way of example but not limited to: poles, wires, conduit, manholes,
handholes, cuts, network nodes and node support poles, or portion thereof) that
is no longer in service or is physically disconnected from the operating facilities,
or from any other facilities, or from any other facilities that are in use or that still
carry service, for more than 60 consecutive calendar days unless, after notice to
Provider, Provider has established to the reasonable satisfaction of the City that
the applicable facilities, or portion thereof, is still in active use.
2.1.2. Affiliate means (a) any entity who (directly or indirectly) owns or controls, is
owned or controlled by, or is under common ownership or control with the
Licensee; (b) any entity acquiring substantially all of the assets of Licensee in the
market defined by the Federal Communications Commission in which the
Locations are located; or (c) any successor entity in a merger, acquisition, or other
business reorganization involving Licensee. For purposes of this definition,
an equity or other financial interest (or the equivalent
thereof) of more than 10 percent or any management interest.
2.1.3. Agreement means this contract between the Parties, including any exhibits and
any written amendments as authorized by this Agreement.
6
2.1.4. Antenna means communications equipment that transmits or receives
electromagnetic radio frequency signals used in the provision of wireless
services.
2.1.5. Applicable code or codes means uniform building, fire, electrical, plumbing, or
mechanical codes adopted by a recognized national code organization; and local
amendments to those codes to the extent not inconsistent with Chapter 284.
2.1.6. City means the City of Coppell.
2.1.7. Collocate and collocation mean the installation, mounting, maintenance,
modification, operation, or replacement of network nodes in a public right-of-
way on or adjacent to a pole.
2.1.8. Concealment or Camouflaged means any Wireless Facility or Pole that is
covered, blended, painted, disguised, camouflaged or otherwise concealed such
that the Wireless Facility blends into the surrounding environment and is visually
unobtrusive as allowed as a condition for City advance approval under Chapter
284, Sec. 284.105 in Historic or Design Districts. A Concealed or Camouflaged
Wireless Facility or Pole also includes any Wireless Facility or Pole conforming
to the surrounding area in which the Wireless Facility or Pole is located and may
include, but is not limited to hidden beneath a façade, blended with surrounding
area design, painted to match the supporting area, or disguised with artificial tree
branches.
2.1.9. Decorative pole means a streetlight pole specially designed and placed for
aesthetic purposes and on which no appurtenances or attachments, other than
specially designed informational or directional signage or temporary holiday or
special event attachments, have been placed or are permitted to be placed
according to nondiscriminatory municipal codes.
2.1.10. Design District means an area that is zoned, or otherwise designated by municipal
code, and for which the city maintains and enforces unique design and aesthetic
standards on a uniform and nondiscriminatory basis.
2.1.11. Design Manual means the City Design Manual for the Installation of Network
Nodes and Node Support Poles pursuant to Tex. Loc. Gov. Code, Chapter 284
enacted and adopted by the City in accordance with Chapter 284, Sec. 284.108.
2.1.12. Director means the director of engineering or any designated representative.
2.1.13. Disaster emergency or disaster or emergency means an imminent, impending,
or actual natural or humanly induced situation wherein the health, safety, or
welfare of the residents of the city is threatened, and includes, but is not limited
to any declaration of emergency by city state or federal governmental
authorities.
2.1.14. Distributed Antenna System or DAS
7
2.1.15. Effective Date means that date signed by the Mayor on the signature page of this
Agreement for each respective Licensee.
2.1.16. Ground Equipment means a Wireless Facility that is located on the surface of the
Public Right-of-Way in an approved permit that is immediately adjacent to the
Pole on which the Network Node is located.
2.1.17. Historic District recognized by the City, state or federal government under the
City Code of Ordinances, State Law, including, but not limited to, Sec.
442.001(3) of the Texas Government Code, a federal law, including, but not
limited to, 16 U.S.C. § 470.
2.1.18. Historic Landmark recognized by the City, state or federal government under the
City Code of Ordinances, State Law, including, but not limited to, Sec.
442.001(3) of the Texas Government Code, a federal law, including, but not
limited to, 16 U.S.C. § 470.
2.1.19. Law means common law or a federal, state, or local law, statute, code, rule,
regulation, order, or ordinance
2.1.20. Licensee and Network Provider mean _______ and includes its successors and
assigns.
2.1.21. Location means the location of a Service Pole in the Public Right-of-Way in
which Licensee is authorized to place its Network Node, provided that it has
obtained all Permits.
2.1.22. Macro tower means a guyed or self-supported pole or monopole greater than the
height parameters prescribed by Chapter 284, Section 284.103 and that supports
or is capable of supporting antennas.
2.1.23. Micro network node means a network node that is not larger in dimension than
24 inches in length, 15 inches in width, and 12 inches in height, and that has an
exterior antenna, if any, not longer than 11 inches.
2.1.24. Modification means any work in the Public Right-of-Way, or alteration of a
Wireless Facility that is not substantially similar in size or is a change in the
location in the Public Right-of-Way or its physical position
on the Pole except those alterations or changes that are excepted from requiring
a permit under Chapter 284, Sec. 284.157 (a) and (b) do not constitute
Modifications.
2.1.25. Municipal park means an area that is zoned or otherwise designated by municipal
code as a public park for the purpose of recreational activity.
2.1.26. Municipally owned utility pole means a utility pole owned or operated by a
municipally owned utility, as defined by Section 11.003, Utilities Code, and
located in a public right-of-way.
2.1.27. MUTCD means Manual of Uniform Traffic Control Devices.
8
2.1.28. Network node means equipment at a fixed location that enables wireless
communications between user equipment and a communications network. The
term: (A) includes: (i) equipment associated with wireless communications; (ii) a
radio transceiver, an antenna, a battery-only backup power supply, and
comparable equipment, regardless of technological configuration; and
(iii) coaxial or fiber-optic cable that is immediately adjacent to and directly
associated with a particular collocation; and (B) does not include: (i) an electric
generator; (ii) a pole; or (iii) a macro tower.
2.1.29. Network provider means: (A) a wireless service provider; or (B) a person that
does not provide wireless services and that is not an electric utility but builds or
installs on behalf of a wireless service provider: (i) network nodes; or (ii) node
support poles or any other structure that supports or is capable of supporting a
network node.
2.1.30. Party or Parties mean the Licensee and City, individually or collectively as
indicated in the context in which it appears.
2.1.31. Other Party or Other Parties means a Chapter 284 Wireless Service provider who
is not a Party to this Agreement.
2.1.32. Node support pole means a pole installed by a network provider for the primary
purpose of supporting a network node.
2.1.33. Permit means a written authorization for the use of the public right-of-way or
collocation on a service pole required from a municipality before a network
provider may perform an action or initiate, continue, or complete a project over
which the municipality has police power authority.
2.1.34. Pole means a service pole, municipally owned utility pole, node support pole, or
utility pole
2.1.35. Provider has the same meaning as
2.1.36. Public right-of-way means any area of land within the city that is acquired by,
dedicated to, or claimed by the city in fee simple, by easement, or by prescriptive
right and that is expressly or impliedly accepted or used in fact or by operation of
law as a public roadway, highway, street, sidewalk, alley, or utility access
easement. The term includes the area on, below, and above the surface of the
public right-of-way. The term applies regardless of whether the public right-of-
way is paved or unpaved. The term does not include airwaves above the public
right-of-way that fall under the exclusive jurisdiction of the United States
government.
2.1.37. Public right-of-way management ordinance means an ordinance of the City of
Coppell 6 of the Coppell
Code of Ordinances.
9
2.1.38. Public right-of-way rate means an annual rental charge paid by a network
provider to a municipality related to the construction, maintenance, or operation
of network nodes within a public right-of-way in the municipality pursuant to
Chapter 284, Sec. 284.053.
2.1.39. Rental Fees means as described in Article 5 herein.
2.1.40. School means an educational institution that offers a course of instruction for
students in one or more grades from kindergarten through grade 12
2.1.41. Service pole means a pole, other than a municipally owned utility pole, owned or
operated by a municipality and located in a public right-of-way, including: (A) a
pole that supports traffic control functions; (B) a structure for signage; (C) a pole
that supports lighting, other than a decorative pole; and (D) a pole or similar
structure owned or operated by a municipality and supporting only network
nodes.
2.1.42. Small cell
2.1.43. Street means the paved portion of the right-of-way, whether fee or easement, that
has been constructed, reconstructed, or resurfaced with concrete or asphalt or
some other surface.
width of the entire right-of-way, while a Public Right-of-Way may include
the curb or the sidewalk, if either are present at the time of a permit application
or if added later.
2.1.44. TAS means Texas Accessibility Standards.
2.1.45. Traffic Signal means any device, whether manually, electrically, or mechanically
operated by which traffic is alternately directed to stop and to proceed.
2.1.46. Transport facility means each transmission path physically within a public right-
of-way, extending with a physical line from a network node directly to the
network, for the purpose of providing backhaul for network nodes
2.1.47. Underground Requirement Area shall mean means an area where poles, overhead
wires, and associated overhead or above ground structures have been removed
and buried or have been approved for burial underground pursuant to municipal
ordinances, zoning regulations, state law, private deed restrictions, and other
public or private restrictions, that prohibit installing aboveground structures in a
public right-of-way.
2.1.48. Utility pole means a pole that provides: (A) electric distribution with a voltage
rating of not more than 34.5 kilovolts; or (B) services of a telecommunications
provider, as defined by Chapter 284, Section 51.002, Utilities Code.
10
2.1.49. Wireless service means any service, using licensed or unlicensed wireless
spectrum, including the use of Wi-Fi, whether at a fixed location or mobile,
provided to the public using a network node.
2.1.50. Wireless service provider means a person that provides wireless service to the
public.
2.1.51. Wireless facilities
2.2 When not inconsistent with the context, words used in the present tense include the future,
words used in the plural number include the singular number, and words in the singular
include the plural.
2.3. The word is always mandatory and not merely permissive.
2.4. followed by
ARTICLE 3. CHAPTER 284 GRANT AND SCOPE OF AUTHORIZATION TO
COLLOCATE NETWORK NODES ON SERVICE POLES.
3.1. CITY GRANT OF PERMISSION IN ACCORDANCE WITH CHAPTER 284.
3.1.1. Only to the extent required by Chapter 284, Sec. 284.056 and Sec. 284.101 (a)
(3) does the City grant Licensee the right to enter the Public Right-of-Way and to
Collocate Network Node facilities on Service Poles in the Public Right-of-Way,
subject to the terms of this Agreement and Chapter 284.
3.1.2. This Agreement does not confer any other rights not described herein nor does it
permit Licensee or third parties to use the Public Right-of-Way or Service Poles
for purposes not specified in this Agreement, except to the extent otherwise
expressly allowed by law.
3.1.3. This Agreement does not authorize the Licensee to install equipment and facilities
associated with or for Macro Towers in the Public Right-of-Way.
3.1.4. Network Provider must have an existing Agreement with the City to apply for
and be granted a Permit to use or to in anyway Collocate Network Node facilities
on Service Poles.
3.2. SCOPE OF AGREEMENT
3.2.1. This Agreement is not exclusive and the City reserves the right to grant
permission to enter the Public Right-of-Way and to use Service Poles in the
Public Right-of-Way to Collocate Network Node facilities to other eligible and
qualified Other Parties under Chapter 284.
3.2.2. Except as expressly provided herein, this Agreement does not grant Licensee the
authority to grant any rights under this Agreement to any Other Party without the
11
written consent of the City in a separate agreement in accordance with Chapter
284.
3.2.3. This Agreement only authorizes Collocation of Network Node on Service Poles
in the Public Right-of-Way and does not confer any rights or permission to install
or otherwise collocate Network Node on any other Poles or to place such Network
Node in the Public Right-of-Way.
3.2.4. This Agreement does not grant to the Licensee an interest in any property.
3.3. UNAUTHORIZED NETWORK NODE ON SERVICE POLES.
3.3.1. The City Manager shall deem as unauthorized any type of Network Node attached
or Collocated to a Service Pole if there is no Agreement, even if it was
inadvertently and incorrectly permitted. The City Manager at his or her sole
remove unauthorized Network Node
to the City. The City will invoice and Licensee shall reimburse the City within
Network Node.
3.3.2. Any Modification to a Network Node must be approved by the City Engineer
except for those modifications, repairs, routine maintenance or related work that
do not require a permit under Chapter 284, Sec. 284.157 (a) and (b), however
even for those modifications, repairs, routine maintenance or related work that do
not require a permit under Chapter 284, Sec. 284.157 (a) and (b), advance notice
shall be given via written letter (which may be delivered by hand or other method)
or an acknowledged email transmission by the Network Provider to the City
contact listed in Article 1 shall be provided to the City as allowed by Chapter 284,
Sec. 284.157 (d) (1)- (3).
ARTICLE 4. APPLICATION FOR A PERMIT TO COLLOCATE ON A SERVICE
POLE.
4.1. APPLICATION FOR A PERMIT TO COLLOCATION A NETWORK NODE ON A
SERVICE POLE.
4.1.1. Application for Collocation on Service Pole Permit. Prior to Collocation of a
Network Node on a Service Pole or installation of the related ground equipment
adjacent to a Service Pole, Licensee shall complete and submit to the City
Engineer the Application for Collocation of a Network Node on a Service Pole
Location, and the following:
4.1.1.1. Fee for Application for Collocation on Service Pole Permit Due with
Application.
(a) City will charge an application and permit fee for the Application for
Collocation of a Network Node on a Service Pole in accordance with
Chapter 284, Sec. 284.156.
12
(b) Licensee shall pay the City the Ch. 284, Sec. 284.156 application and
permit fees at the time of the submittal of the application for the permits.
Except as provided for in this Agreement, application and permit fees are
non-refundable.
4.1.1.2. Documents necessary for the review of the Application for Collocation
of a Network Node on a Service Pole, and as reasonably requested by the City
Engineer as may be requested pursuant to Chapter 284, include but are not limited
to:
4.1.1.2.1. Map showing exact intended location of the Network Node
and its distance from a designated Historic Landmark, Park, or School,
Utility Pole, Node Support Pole, and other Network Nodes on a Service
Pole, if any, and depicting the sidewalks, and ramps onto sidewalks
required by Applicable Codes, TAS, or other law, including the
Americans with Disabilities Act, and paved street surface and utility
easements;
4.1.1.2.2. Representative drawings or pictures of the intended Network
Node as intended to be Collocated on the Service pole; and
4.1.1.2.3. Engineering and construction plans and drawings related to
the Collocation of the Network Node on the Service Pole, including where
the proposed Transport Facilities will be connected to the Network Node
as electrical power connections.
4.1.1.3. Required industry standard pole load analysis: Installations on all Service
Poles shall have an industry standard pole load analysis completed and submitted
to the municipality with each permit application indicating that the Service Pole to
which the Network Node is to be attached will safely support the load, in
accordance with Chapter 284.108. An application will not be accepted as complete
or will be deemed to have not been accepted without the appropriate engineering
analysis.
4.1.1.4. Height of attachments: All attachments on all Service Poles shall be at least
8 feet above grade, in accordance with Chapter 284, Sec. 285.108 (a) (1) - (2) and
if a Network Node attachment is projecting toward the street, for the safety and
protection of the public and vehicular traffic, the attachment shall be installed no
less than sixteen (16) feet above the ground.
4.1.1.5. Installations on Traffic Signals: Installations on all Traffic signal structures
must not interfere with the integrity of the facility in any way that may compromise
the safety of the public and must be in accordance with an agreement as allowed by
Chapter 284, Sec. 285.056 and Sec. 284.101 (a) (3), and (b). Installation of Network
Node facilities on any traffic signal structures shall:
i. Be encased in a separate conduit than the traffic light electronics;
13
ii. Have a separate electric power connection than the traffic signal
structure; and
iii. Have a separate access point than the traffic signal structure.
iv. Shall not alter, puncture or drill into the City structure.
4.1.1.6. Installations on Street signage: Installations on all street signage structures
must not interfere with the integrity of the facility in any way that may compromise
the safety of the public. Installation of Network Node facilities on any street signage
structures that has electronics shall:
i. Be encased in a separate conduit than any City signage electronics;
ii. Have a separate electric power connection than the signage structure;
iii. Have a separate access point than the signage structure;
iv. Will not alter, puncture or drill into the City structure.
4.1.2. Network Provider shall comply with any additional requirements of the Public
Right-of-Way Management Ordinance and Design Manual or directions of the City
Manager concerning collocating its Network Nodes on any Service Pole. Compliance is to
be Public Right-of-Way Management Ordinance and Design Manual in
effect at the time of the Application for Collocation of a Network Node on a Service Pole
Location.
4.1.3. If the applicant is not the same as the Licensee listed on the Application for
Collocation of a Network Node on a Service Pole or installation of the related ground
equipment, the Licensee shall sign the application or provide a letter of agency satisfactory
to the City and is presumed to be the owner of the Network Node, and Ground Equipment
and shall be fully responsible for them and the Rental Fees as set forth as the Licensee and
Network Provider in this Agreement.
4.2. REVIEW PROCESS FOR AN APPLICATION FOR COLLOCATION OF A NETWORK
NODE ON A SERVICE POLE PERMIT. (CH. 284, SEC. 284.154)
4.2.1. The City Engineer shall review an Application for Collocation of a Network Node
on a Service Pole or installation of the related ground equipment on a Service
Pole for completeness and act in the time allowed, with notifications to the
Licensee, as prescribed in Chapter 284, Sec. 284.154.
4.2.2. The City Engineer shall review the Application for Collocation of a Network
Node on a Service Pole to determine:
4.2.2.1. If the requested site has already been approved as a Location for
Other Parties, in which instance that Location shall no longer be available and
application shall be denied;
4.2.2.2. If all the required documentation has been provided;
14
4.2.2.3. Compliance with the Public Right-of-
Way Management Ordinance and Design Manual and this Agreement;
4.2.2.4. That written permission has been obtained by applicable parties as
required by this Agreement; and
4.2.2.5. Compliance with applicable construction, engineering, design
specifications, Applicable Codes and laws, and other applicable requirements,
including the Americans with Disabilities Act.
4.2.3. The City Engineer shall deny a requested Application for Collocation of a
Network Node on a Service Pole if the Licensee is not in compliance
with Public Right-of-Way Management Ordinance and Design Manual
and this Agreement.
4.2.4. Licensee shall not install a Network Node without the requisite Permit(s).
4.2.5. The City Engineer shall forward to the City Manager each approved GIS or Street
Address and related information in the Application for Collocation of a Network
Node on a Service Pole when a Permit is approved.
ARTICLE 5. CHAPTER 284 RENTAL FEES AND OTHER PAYMENTS
5.1. NETWORK NODE SITE ANNUAL RENTAL RATE. (CH. 284, SEC. 284.053)
5.1.1 Annual Network Node Rate. Licensee shall pay the City annually $250 per Network
Node site in accordance with Ch. 284., Sec. 284.053 (a) the Network Node Public Right-
of-Way Rate for each Location for which Licensee has obtained Permit(s) regardless of
whether or not a Licensee installs Network Nodes in the Public Right-of-Way. Except as
provided for in this Agreement, the annual Network Node Public Right-of-Way Rate is
non-refundable.
5.1.2. Initial Annual Network Node Rate Pro Rated. The annual Network Node Public
Right-of-Way Rate payment for the first year at any Location Annual Network
Node begins accruing when the permit is issued and is due 30 days after
Licensee obtains a Permit to install or collocate a Network Node at the Location. The Initial
Annual Network Node Payment shall be pro-rated for the months remaining in the calendar
year after the permit issuance date.
5.1.3. Subsequent Years Annual Network Node Rate Due Date. The annual Network Node
Public Right-of-Way Rate for every year after the Initial Annual Network Node Payment
shall be paid in advance on or before December 31 of each calendar year for each Network
Node in the Public Right-of-Way for the next calendar year period.
5.1.4 Annual Network Node Rate Adjustment. Pursuant to Ch. 284, Sec. 284.054 on or
about each October of each year after October 2017 the City intends to adjust the annual
Network Node Public Right-of-Way Rate by an amount equal to one-half the annual
change, cumulative since Sept. 1, 2017, if any, in the Consumer Price Index for All Urban
Consumers for Texas, as published by the federal Bureau of Labor Statistics. The City shall
provide written notice to each Network Provider of the new rate, and the rate shall apply
to the first payment due to the municipality on or after the 60th day following that notice.
15
It is Public Right-of-Way Rate be
effective each year by December 31 in order to apply and begin accruing January 1 of the
year following the Notice of the adjustment in the Network Node Site Public Right-of-Way
Rate.
5.2. COLLOCATION ATTACHMENT ON SERVICE POLE FEE. (CH. 284, SEC. 284.056)
5.2.1 Annual Collocation on Service Pole Attachment fee. Licensee shall pay the City
annually $20 for each Network Node Permitted to be Collocated on Service Pole in
accordance with Ch. 284., Sec. 284.056 for each Location for which Licensee has obtained
Permit(s) to collocate a Network Node on a Service Pole regardless of whether or not a
Licensee collocates a Network Node on a Service Pole. Except as provided for in this
Agreement, this fee is non-refundable.
5.2.2. Initial Annual Collocation on Service Pole Attachment Fee Pro Rated. The annual
collocation on Service Pole attachment fee payment for the first year at any Location
Annual Collocation on Service Pole Attachment Fee begins accruing
when the permit is issued and is due 30 days after Licensee obtains a Permit to install or
collocate a Network Node at the Location. The Initial Annual Collocation on Service Pole
Attachment Fee Payment shall be pro-rated for the months remaining in the calendar year
after the permit issuance date.
5.2.3. Subsequent Years Annual Collocation on Service Pole Attachment Fee Due Date.
The annual Collocation on Service Pole attachment fee for every year after the Initial
Payment shall be paid in advance on or before December 31 of each calendar year for each
Network Node in the Public Right-of-Way for the next calendar year period.
5.3. MONTHLY TRANSPORT FACILITY FEE. (CH. 284, SEC. 284.055)
5.3.1 Monthly Transport Facility Fee. To the extent Network Provider has Transport
Facilities Permitted from the Network Nodes in the Public Right-of-Way it shall pay the
City in accordance with the Ch. 284, Sec. 284.055 (b) a monthly Transport Facilities fee
on a quarterly basis as set out below in Sec. 5.3.3, which begins accruing when the permit
is issued and is on the same quarterly access line schedule for quarterly calendar period
covered and quarterly payment schedule as in Chapter 283 of the Local Gov. Code. Except
as provided for in this Agreement, the Monthly Transport Facility Fee is non-refundable
5.3.2 Licensee may either:
(a) In accordance with Ch. 284., Sec. 284.055 (a) (1), install its own Transport
Facilities, subject to Transport Facility fee payments as set out in Subsection 5.3.3,
below; or
(b) In accordance with Ch. 284., Sec. 284.055 (a) (2) obtain transport service from
a person that is paying the City fees to occupy the Public Right-of-Way that are the
equivalent of not less than $28 per Network node site per month, for which the City
shall require independent reasonable verification that the provider of Transport
Facility service to the Network Provider has paid the City in the corresponding
calendar quarterly time period a payment in an amount that is equivalent to or
16
greater than the Transport Facility fee due for that quarterly payment for the same
and corresponding calendar quarter period that the Network Provider would have
been due to pay the city for the calendar quarter as set out in Subsection 5.3.4.,
below.
5.3.3. Monthly Transport Facility Fee payment. In accordance with Ch. 284., Sec. 284.055
(b), the Network Provider shall pay to the City an amount equal to $28 multiplied by the
number of the Network Provider's Network Nodes located in the Public Right-of-Way for
which the installed Transport Facilities provide backhaul unless or until the time the
Network Provider's payment of municipal rights-of-way fees for use of the Public Right-
of-Ways to the City from that same and corresponding calendar quarter period that exceeds
its monthly aggregate per-node compensation to the City due for that calendar quarter,
subject to the verification as set out in Subsection 5.3.4., below.
5.3.3.1. Quarterly Due dates of Transport Facility Fee payments. The Monthly
Transport Facility Fee begins accruing when the permit is issued and is on the same
quarterly access line schedule for quarterly calendar period covered and quarterly
payment schedule as in Chapter 283 of the Local Gov. Code. The Network Provider
shall pay the City the Monthly Transport Facility Fee payment on a quarterly
calendar year basis for each calendar quarter, 45 days after the end of the preceding
calendar quarter the monthly Public Right-of-Way rate for Transport Facilities.
5.3.4 Alternative Quarterly True-up Verification Report. If Network Provider utilizes the
Ch. 284., Sec. 284.055 (a) (2) option to obtain transport service from a person that is paying
municipal fees to occupy the Public Right-of-Way or utilizes the Ch. 284, Sec. 284.055 (a)
(1), option and install its own Transport Facilities and asserts that it has paid the City in an
amount that is equivalent to or greater than the Transport Facility fee due for that quarterly
period for the same and corresponding calendar quarter period that would have been due
from the Network Provider to the City for the calendar quarter then:
(a) 45 days after the end of each calendar quarter the Network Provider shall
provide to the City a Quarterly True-up Verification Report documenting those
equivalent or greater payments to the City.
(b) This verification report is to allow the City to verify that the corresponding
immediately preceding past quarterly payments due the City for Transfer Facilities
for each Network Node Transfer Facility that the City has received from the
Network Provider or from the Network Plities
a payment to the City for that corresponding prior calendar is
equal to or exceeds the monthly aggregate per-node Transfer Facility compensation
due to the City under this Agreement and Ch. 284., Sec. 284.055 (b) (2) for that
same calendar quarter period.
(c) The Quarterly True-up Verification Report shall be provided 45 days after the
end of each calendar quarter that an actual and full payment is not made from the
Network Provider to the City for the Transfer Facilities Monthly Transport Facility
Fee payment.
17
(d) In the event the payment to the City that is asserted to be equal to or exceeding
the monthly aggregate per-node Transfer Facility compensation due to the City
under this Agreement and Ch. 284., Sec. 284.055 was by a different named entity
than the Network Provider, the Network Provider bears the burden to establish that
the entity paying the City and the Network Provider is an Affiliate and that they are
one and the same for purposes of a Chapter 284 Transfer Facility fee true-up credit
against the Monthly Transport Facility Fee.
5.3.5. This Transport Facility fee is in addition to any annual Network Node Public Right-
of-Way Rate payment required by Ch. 284, Section 284.053
5.4. APPLICATION FEES. (CH. 284, SEC. 284.156)
5.4.1 Application and Permit Fees. Licensee shall pay the City the Ch. 284, Sec. 284.156
application and permit fees contemporaneously with the submittal of the application for
the permits. Except as provided for in this Agreement, application and permit fees are non-
refundable.
5.5. OTHER PAYMENTS
The Network Node Public Right-of-Way Rate, the collocation on Service Pole attachment fee, the
Transport Facility fee, (collectively sometimes referred to as and the application
and permit fees payable under Ch. 284, shall be exclusive of, and in addition to all ad valorem
taxes, special assessments for municipal improvements, and other lawful obligations of the
Licensee to the City.
5.6.NON-FUNCTIONING NETWORK NODES
Licensee shall continue to pay Rental Fees for Network Nodes attached to Service Poles that are
no longer in service or operational if the Network Nodes attached to Service Poles occupy the
Public Right-of-Way.
5.7.PAYMENT
5.7.1. Rental Fees shall be as due as set out in Section 5.1-5.4 above.
5.7.2. Rental Fee and other payments shall be payable by ACH direct deposit or check
payable to the City of _________________________ and sent to the following
address:
ATTN: ____________
City of _________________________
P.O. Box _____
_________________________, TX _____
5.8.REIMBURSEMENT
When under the terms of this Agreement, the City at its own expense has removed or remediated
Network Nodes attached to Service Poles or Licensee is required to reimburse the City,
18
the Licensee shall remit payment to the City to the address listed in Article 5.7 within 30 days of
the date of the invoice for removal, remediation, or requirement.
5.9.PAYMENT LIMITS
Following removal of any Network Nodes attached to Service Poles consistent with the terms of
this Agreement, and payment for any damages due to the installation, maintenance or removal of
the Network Node, or any other amounts due the City under this Agreement there will be no
compensation due, including any Rental Fees, to the City by Licensee for such Network Nodes
attached to Service Poles except that the City shall not issue any refunds for any amounts already
paid by Licensee for Network Nodes attached to Service Poles that have been removed.
Notwithstanding the foregoing, if Licensee is required by the City to remove a Network Node(s)
attached to Service Pole(s)
this Agreement, City may reimburse Licensee the Rental Fee for such Network Nodes attached to
Service Poles pro-rated monthly for the remainder of the calendar year.
5.10. COMPLIANCE REVIEW
The City may, at its discretion, upon no less than 30 days prior written notice, require that the
Licensee produce its records related to this Agreement for review by the City Manager to ascertain
the correctness of the information provided under Article 5 of this Agreement. If the City Manager
identifies, as a result of a review of the information provided pursuant to Article 5 of this
Agreement amounts owed by the Licensee from prior periods, the Licensee shall pay the amount
identified within 30 days of the date of the invoice. If the review determines that payment of the
Rental Fee was not made in accordance with the terms of this Agreement and that such payment
represents an overp
future obligations to City under this Agreement.
5.11. PERMITS CONDITIONED ON PAYMENTS BEING CURRENT.
Permits are expressly conditioned on Rental payments being current or the permit is void after 30
and remain void until payment in full, except for those amounts
disputed in good faith, for which reasonable and detailed documentation has been submitted to
the City supporting such disputed amounts and is still pending City review.
ARTICLE 6. DESIGN MANUAL, PUBLIC RIGHT-OF-WAY MANAGEMENT ORD.
COMPLIANCE AND RELATED REQUIREMENTS
6.1. AESTHETIC REQUIREMENTS
6.1.1. Public Right-
of-Way Management Ordinance and Design Manual concerning Collocating its Network
Public Right-of-Way Management Ordinance and
Design Manual are published and amended from time to time. Compliance is to be with
Public Right-of-Way Management Ordinance and Design Manual in effect at
the time of the Application for Collocation of a Network Node on a Service Pole Location.
Public Right-of-Way Management
Ordinance, Design Manual or Chapter 284 the Network Node on the Service Pole shall be
19
concealed or enclosed as much as possible in an equipment box, cabinet or other unit that
may include ventilation openings; external cables and wires hanging off a pole shall be
sheathed or enclosed in a conduit, so that wires are protected and not visible or are visually
minimized to the extent possible.
6.2. INSTALLATION
Public Right-of-Way Management Ordinance or
Design Manual or Chapter 284 the Network Node on the Service Pole Licensee shall, at its own
cost and expense, install the Network Nodes attached to Service Poles in a good and workmanlike
manner and in accordance with the requirements promulgated by the City Engineer, as such may
be amended from time to time. Licensee work shall be subject to the regulation, control and
direction of the City Engineer. All work done in connection with the installation, operation,
maintenance, repair, and/or replacement of the Network Nodes attached to Service Poles shall be
in compliance with all Applicable Codes and Laws.
6.3. INSPECTIONS
6.3.1. The City Engineer may perform visual inspections of any Network Nodes
attached to Service Poles located in the Public Right-of-Way as the City Engineer
deems appropriate without notice. If the inspection requires physical contact with
the Network Node, the City Engineer shall provide written notice to the Licensee
within five business days of the planned inspection. Licensee may have a
representative present during such inspection.
6.3.2. In the event of an emergency situation, the City may, but is not required to, notify
Licensee of an inspection. The City may take action necessary to remediate the
emergency situation and the City Engineer shall notify Licensee as soon as
practically possible after remediation is complete.
6.4. PLACEMENT
Public Right-of-Way
Management Ordinance and Design Manual concerning Collocating its Network Nodes on
Public Right-of-Way Management Ordinance and Design
Manual are published and amended from time to time. Compliance is to be with the C
Public Right-of-Way Management Ordinance and Design Manual in effect at the time of
the Application for Collocation of a Network Node on a Service Pole Location.
6.5. ELECTRICAL SUPPLY
Public Right-of-Way Management Ordinance and
Design Manual concerning electrical connections to its Network Nodes on any Service Pole as
published and amended from time to time, but as in effect at the time of the application for a permit.
Licensee shall be responsible for obtaining any required electrical power service to the Network
Nodes. The City shall not be liable to the Licensee for any stoppages or shortages of electrical
power furnished to the Network Nodes, including without limitation, stoppages or shortages
caused by any act, omission, or requirement of the public utility serving the structure or the act or
omission of any other tenant or Licensee of the structure, or for any other cause beyond the control
of the City. Licensee shall not be entitled to any abatement of the Rental Fee for any such stoppage
or shortage of electrical power.
20
6.6. TRANSPORT FACILITY FIBER CONNECTION
Licensee shall be responsible for obtaining and properly permitting Transport Facilities for the
Network Nodes access and connection to fiber optic lines or other backhaul solutions that may be
required for its Network Nodes.
6.7. GENERATORS
Licensee shall not allow or install generators or back-up generators in the Public Right-of-Way.
6.8. EQUIPMENT DIMENSIONS
Network Nodes shall strictly conform to the size limits in Chapter 284 for its Network
Nodes and ground equipment and shall be no greater than those sizes, but may be less than the
sizes set out in Chapter 284.
6.9. TREE MAINTENANCE
Public Right-of-Way Management Ordinance and
Design Manual concerning tree maintenance.
6.10. SIGNAGE
Public Right-of-Way Management Ordinance and
Design Manual concerning signage on the Network Node and any ground equipment.
6.11. REPAIR
Public Right-of-Way Management Ordinance or
Design Manual whenever the installation, placement, Collocation, attachment, repair, removal,
operation, use, or relocation of the Network Node, or ground equipment, or any portion thereof is
required or permitted under this Agreement, and such installation, placement, Collocation,
attachment, repair, removal, operation, use, or relocation causes any property of the City or any
third party to be damaged or to have been altered in such a manner as to make it unusable, unsafe,
or in violation of any Law, Applicable Code, rule, or regulation, Licensee, at its sole cost and
expense, shall promptly repair and return such property to its original condition. If Licensee does
not repair such property or perform such work as described in this paragraph, then the City shall
imminent danger to the public, to perform or cause to be performed such reasonable and necessary
work on behalf of Licensee and to charge Licensee for the reasonable and actual costs incurred by
the City. Licensee shall reimburse the City for the costs in accordance with Article 5.8 of this
Agreement.
6.12. GRAFFITI ABATEMENT
Public Right-of-Way Management Ordinance and
Design Manual concerning graffiti on any of its Network Node or ground equipment.
21
ARTICLE 7. RADIO INTERFERENCE BY NETWORK NODE PROHIBITED. (ch. 284,
Sec. 284.304)
7.1. NO LIABILITY
7.1.1. The City shall not be liable to Licensee for any damage caused by other Licensees
with Network Node in close proximity of the Service Pole.
7.1.2. The City shall not be liable to Licensee by reason of inconvenience, annoyance
or injury to the Network Node, or ground equipment, or activities conducted by
Licensee therefrom, arising from the necessity of repairing any portion of the
Public Right-of-Way, or from the making of any necessary alteration or
improvements, in, or to, any portion of the Public Right-of-Way, or in, or to, its
fixtures, appurtenances or equipment. The City will use reasonable efforts not to
cause material interference to LicenseeNetwork Node.
7.2. NO INTERFERENCE
7.2.1. Network Node shall strictly comply with Chapter 284, Sec. 284.304
and not cause any harmful radio frequency interference to a Federal
Communications Commission-authorized mobile telecommunications operation
of any municipality operating at the time the Network Node was initially installed
or constructed. On written notice, the Network Provider shall take all steps
reasonably necessary to remedy any harmful interference.
72.2. To the extent not inconsistent with Chap. 284., Sec. 284.304:
Tode collocated on Service Poles shall not
cause harmful interference to public service radio frequency, wireless
network, or communications operations ) and Other Parties
Network Nodes or similar third-party equipment in the Public Right-of-Way or
. Network Node
interferes Operations, then Licensee shall immediately cease
operation of the Network Node causing said interference upon receiving notice
from the City and refrain from operating until Licensee has eliminated the
interference. If after notice Licensee continues to operate Network Node that
cause interference with City Operations, such Network Node may be deemed
unauthorized and subject to the provisions of this Agreement.
Network Node interferes with Protected Equipment, then Licensee shall take the
steps necessary to correct and eliminate such interference within 24 hours of
receipt of notice from the City. If the Licensee is unable to resolve the
interference issue within this timeframe, it will voluntarily power down the
Network Node causing the interference, except for intermittent testing until such
time as the interference is remedied
7.2.2. Following installation or Modification of a Network Node, the City Engineer may
require Licensee to test the Network Node
Operations or Protected
Equipment.
22
ARTICLE 8. ABANDONMENT, RELOCATION AND REMOVAL
8.1. ABANDONMENT OF OBSOLETE NETWORK NODE
Public Right-of-Way
Management Ordinance and Design Manual concerning collocating its Network Nodes on any
Public Right-of-Way Management Ordinance and Design Manual are
that are published and amended from time to time. Compliance is to be with thPublic
Right-of-Way Management Ordinance and Design Manual in effect at the time of the Application
for Collocation of a Network Node on a Service Pole Location.
Public Right-of-Way Management Ordinance or
Design Manual Licensee shall remove Network Nodes and ground equipment when such facilities
are Abandoned regardless of whether it receives notice from the City. Unless the City sends notice
that removal must be completed immediately to ensure public health, safety, and welfare, the
removal must be completed within the earlier of 90 days of it being Abandoned or within 90 days
of receipt of written notice from the City. When Licensee removes or abandons permanent
structures in the Public Right-of-Way, the Licensee shall notify the City Engineer and City
Manager in writing of such removal or abandonment and shall file with the City Engineer and City
Manager the location and description of Network Nodes and ground equipment removed or
abandoned. The City Engineer may require the Licensee to complete additional remedial measures
necessary for public safety and the integrity of the Public Right-of-Way.
8.2. REMOVAL REQUIRED BY CITY
8.2.1. Public Right-of-Way Management
Ordinance, Design Manual or Chapter 284, Sec. 284.303, Licensee shall, at its
sole cost and expense, promptly disconnect, remove, or relocate the applicable
Network Nodes and ground equipment within the time frame and in the manner
required by the City Engineer if the City Engineer reasonably determines that the
disconnection, removal, or relocation of any part of Network Nodes and ground
equipment (a) is necessary to protect the public health, safety, welfare, or City
property, (b) Network Nodes and ground equipment or portion thereof, is
adversely affecting proper operation of streetlights, or City property, or (c)
Licensee loses or fails to obtain all applicable licenses, Permits, and certifications
required by Law for its Network Nodes and ground equipment, or use of any
Location under this Agreement. If the City Engineer reasonably determines that
there is imminent danger to the public, then the City may immediately disconnect,
remove, or relocate the applicable Network Nodes and ground equipment at the
8.2.2. The City Engineer shall provide 90 days written notice to the Licensee before
removing a Network Node and ground equipment under this Section 8.2, unless
there is imminent danger to the public health, safety, and welfare.
8.2.3. Licensee shall reimburse actual cost of removal and any
storage or associated costs of its Network Nodes and ground equipment in
accordance with this Agreement within 30 days of receiving the invoice from the
City.
23
8.3. REMOVAL OR RELOCATION BY LICENSEE
8.3.1. If the Licensee removes or relocates a Network Nodes and ground equipment at
its own discretion, it shall notify the City Engineer and City Manager in writing
not less than 10 business days prior to removal or relocation. Licensee shall
obtain all permits required for relocation or removal of its Network Nodes and
ground equipment prior to relocation or removal.
8.3.2. Except as otherwise provided in this Agreement, the City shall not issue any
refunds for any amounts paid by Licensee for Network Nodes and ground
equipment that have been removed.
8.4. REMOVAL OR RELOCATION REQUIRED FOR CITY PROJECT
8.4.1. Public Right-of-Way Management
Ordinance or Design Manual and Chapter 284, Sec. 284.303, Licensee
understands and acknowledges that the City may require Licensee to remove or
relocate its Network Nodes and ground equipment, or any portion thereof from
the Public Right-of-Way
City Engineer reasonably determines that the relocation or removal is needed for
any of the following purposes: Required for the construction, completion, repair,
widening, relocation, or maintenance of, or use in connection with, any City
construction or maintenance project that enhances the Public Right-of-Way for
use of the traveling public.
8.4.2. If Licensee fails to remove or relocate the Network Nodes and ground equipment,
or portion thereof as requested by the City Engineer within 90 days
receipt of the request, then the City shall be entitled to remove the Network Nodes
and ground equipment
without further notice to Licensee, and Licensee shall, within 30 days following
issuance of invoice for the same, reimburse the City for its reasonable expenses
incurred in the removal (including, without limitation, storage expenses) of the
Network Nodes and ground equipment, or portion thereof.
8.5. REMOVAL REQUIRED AFTER TERMINATION OR EXPIRATION OF LICENSE
Within 30 calendar days after termination or expiration of this Agreement, Licensee shall
commence removal of all of Network Nodes and ground equipment from all Service
Pole(s) in the Public Right-of-Way and peaceably surrender the Public Right-of-Way to City in
the same condition the Public Right-of-Way was in on the Effective Date. Removal of all the
Network Nodes and ground equipment under this section must be completed within 90
days. If Licensee fails to begin removal of the Network Nodes and ground equipment on or before
the 30th day after the Agreement expires or terminates or fails to complete removal within 90 days,
the City may remove, store, or dispose of any remaining portion of the Network Nodes and ground
equipment in any manner the City Engineer deems appropriate. Licensee shall, within 30 days
reimburse the City for all costs incurred by
the City in connection therewith (including any reasonable overhead and storage fees).
8.6. REMOVAL REQUIRED AFTER REVOCATION
24
Within 30 days after the date of the notice of revocation of a Permit for a Location, Licensee shall
commence removal of the Network Nodes and ground equipment from the Public Right-of-Way
and peaceably surrender the Public Right-of-Way to City in the same condition the Public Right-
of-Way was in on the Effective Date. If Licensee fails to complete removal within 90 days, the
City may remove, store, or dispose of any remaining portion of the Network Nodes and ground
equipment in any manner the City Engineer deems appropriate. Licensee shall, within 30 days
, reimburse the City for all costs incurred by
the City in connection therewith (including any reasonable overhead and storage fees).
8.7. OWNERSHIP
No part of a Network Node constructed, erected or placed on the Public Right-of-Way by Licensee
will become, or be considered by the City as being affixed to or a part of, a Service Pole or of the
Public Right-of-Way. All portions of the Network Node constructed, modified, erected or placed
by Licensee on the Public Right-of-Way will be and remains the property of Licensee and may be
removed by Licensee at any time during or after the Term.
8.8. RESTORATION
Licensee shall repair any damage to the Public Right-of-Way, and the property of any third party
within 10 days following the dat
expense, to include restoration of the Public Right-of-Way and property to substantially the same
condition as it was immediately before the Effective Date, including restoration or replacement of
any damaged trees, shrubs or other vegetation. Such repair, restoration and replacement shall be
subject to the sole, reasonable approval of the City Manager.
8.9. LICENSEE RESPONSIBLE
Licensee shall be responsible and liable for the acts and omissions of Lemployees,
temporary employees, officers, directors, consultants, agents, Affiliates, subsidiaries, sublicensees,
sublessees, and subcontractors in connection with the performance of this Agreement, as if such
ARTICLE 9. ENVIRONMENTAL LAW REQUIREMENTS
Public Right-of-Way Management Ordinance
concerning environmental law requirements on any of its Network Node or ground equipment.
ARTICLE 10. SECURITY
Public Right-of-Way Management Ordinance
concerning security requirements on any of its Network Node or ground equipment.
ARTICLE 11. INDEMNIFICATION, INSURANCE AND LIABILITY
11.1 IndemnityPublic Right-of-Way Management
Ordinance and Chapter 284, Sec. 284.302 concerning on indemnification requirements on any of
its Network Node or ground equipment.
25
11.2 Insurance. Public Right-of-Way Management
Ordinance concerning insurance requirements on any of its Network Node or ground equipment.
11.3 Liability. Network Provider shall be responsible for any damages to any party that occur
due to the installation, maintenance or failure to maintain, the removal or failure to remove
Network Nodes for which it would be liable under Law.
ARTICLE 12. TERM AND TERMINATION
12.1. TERM
12.1.1. This Agreement is effective on the Effective Date and unless sooner
terminated under other provisions of this Agreement, will remain in effect
until December 31, 2025 Initial Term.
12.2. RENEWALS
Upon expiration of the Initial Term, this Agreement will automatically renew for up to two (2)
unless either the City or Licensee chooses not to renew. If either the City or Licensee chooses
not to renew this Agreement, the City Manager shall notify the Licensee or the Licensee shall
notify the City Manager of non-renewal at least 90 days before the expiration of the then-
current term.
12.3. TERMINATION FOR CAUSE BY CITY
12.3.1. If Licensee defaults under this Agreement, the City may terminate this Agreement
subject to Licensee to cure such defaults below. The City's right to
terminate this Agreement for Licensee's default is cumulative of all its rights and
remedies which exist now or in the future. Default by Licensee includes, but is
not limited to:
12.3.1.1. Failure of the Licensee to comply with any material term of this
Agreement;
12.3.1.2. Licensee becomes insolvent.
12.3.1.3.
certification required by the City under this Agreement and pay all fees associated
therewith after the City has notified the Licensee that licenses, permits, and
certifications must be obtained to work in the Public Right-of-Way;
12.3.1.4.
benefit of its creditors;
12.3.1.5. A receiver or trustee is appointed for Licensee; or
12.4.1.6. Licensee fails to apply for permits to Collocate on Service Poles in
the Public Right-of-Way within 1 year of the Effective Date of this Agreement.
12.3.2. If a default occurs, the City Manager shall deliver a written notice to Licensee
describing the default and the termination date. If the City Manager sends a
default notice, the Licensee shall have 60 days from the receipt of such notice to
26
cure the default (unless the nature of the event takes longer to cure and the
Licensee commences a cure within such 60-day period and thereafter diligently
pursues it but will not exceed 180 days unless agreed to by the City Manager
which agreement will not be unreasonably withheld). If Licensee cures the
default before the proposed termination date, the proposed termination is
ineffective.
12.3.3. If the default is not cured in the time and manner set out above or by the City
Manager, then the City Manager may immediately terminate this Agreement by
notifying Licensee in writing of such termination. After receiving the notice,
Licensee shall, immediately cease operations and remove Network Node from
the Public Right-of-Way in accordance with the Sections 8.5 and 8.6 of this
Agreement, and any payment due shall be remitted by Licensee within 30 days
of the receipt of the notice to the address in the Section 1.1 of this Agreement.
12.4. TERMINATION BY LICENSEE
12.4.1. The Licensee may terminate this Agreement at any time without cause by giving
30 days advance written notice to the City Manager.
12.4.2. If the Licensee does not remove all Network Node from the Public Right-of-Way
within the time period required by Section 8.5 of this Agreement, the Network
Node may be removed by the City, subject to reimbursement for its cost from the
Network provider as allowed by the Agreement.
12.5. AUTOMATIC TERMINATION.
If Chapter 284 of the Local Government Code, or any part thereof is at any time, in full or in part,
revoked, found to be unconstitutional, struck down, preempted or otherwise becomes void or
invalid, then this License shall automatically terminate, unless an extension is granted by the City.
This section shall constitute Notice that in such case, all Network Nodes are to be removed within
ninety (90) days from the event that affect Chapter 284. The Parties agree they will negotiate in
good faith to assure an ease of transitions as to those parts of Chapter 284 that have been
adjudicated as unenforceable, as well as continued compliance with those parts that may remain
enforceable, if any.
ARTICLE 13. TRANSFER OF AUTHORITY
13.1. ASSIGNMENT
13.1.1. Licensee may not assign, delegate, transfer, or sell all or any portion of its rights,
privileges and obligations under this Agreement without written notice to and the
prior written consent of the City Manager, which consent will not be
unreasonably withheld. No assignment in law or otherwise shall be effective
until the assignee has filed with the City Manager an instrument, duly executed,
reciting the fact of such assignment, accepting the terms hereof, and agreeing to
comply with all of the provisions hereof. A mortgage or other pledge of assets
in a bona fide lending transaction shall not be considered an assignment of this
Agreement for the purposes of this Article.
27
13.1.2. This Agreement binds and benefits the Parties and their legal successors and
permitted assigns; however, this provision does not alter the restrictions on
assignment and disposal of assets set out in this Article. This Agreement does
not create any personal liability on the part of any officer or agent of the City.
13.1.3. Notwithstanding anything to the contrary contained in this Agreement, Licensee
will, whenever in its sole discretion it is required or appropriate for the operation
of its business, have the right, without notice to or consent of City, City Manager,
or any other party, to assign all or any portion of its rights under this Agreement
in whole or in part, to (a) any Affiliates as long as such entity has expertise in the
operation of Network Node, or provision of Wireless Services; (b) any entity with
which the Licensee or an Affiliate of the Licensee shares joint ownership of the
Network Nodes and ground equipment ; or (c) any entity that is a holder of a then-
current Agreement. The Licensee shall give written notice to the City Manager
within thirty (30) days of such assignment.
13.2. BUSINESS STRUCTURE AND ASSIGNMENTS
Nothing in this clause, however, prevents the creation of a security interest in the Network Node
facilities as described in the Texas Business & Commerce Code. In the case of such an
enforcement of that security interest by the holder of the security interest, as an assignee, Licensee
shall immediately furnish to the City Manager with proof of the assignment and the name,
telephone number, and address of the assignee and a clear contractual obligation that the assignee
shall and does assume all the liabilities and responsibilities of Licensee under this Agreement,
including responsibilities for any unpaid past due payments, and current and future payments that
may be due the City. Such assignment does not release Licensee of its obligations and payments
due or to be due the City, unless there is an express written release agreed to by the City.
ARTICLE 14. INVENTORY AND INSPECTIONS.
14.1. INVENTORY RECORDS
14.1.1. Licensee shall maintain a list of its approved Network Node Locations on Service
Poles by GIS location during the Term of this Agreement. Licensee shall provide
to the City Manager such list within 30 days upon written request, but no more
frequent than once a year after the first year of this agreement.
14.2. INSPECTIONS
14.2.1. City representatives shall have the right to perform, or to have performed, (1)
inspections of the records described in 14.1.1 and (2) inspections of all places in
the Public Right-of-Way where work is undertaken in connection with this
Agreement. Licensee shall keep its records described in 14.1.1 available for this
purpose for at least four years after this Agreement terminates or expires. The
inspection may be performed by City staff or third-party representatives engaged
by the City. This provision does not affect the applicable statute of limitations.
14.2.2. In addition to other records or filings required hereunder or by Law, the Licensee
shall maintain and provide access to a current map by either paper or electronic
28
means, upon request by the City Manager or City Engineer, showing the
approximate locations of Network Nodes on Service Poles in the Right-of- Way.
14.2.3. The City Manager may reasonably require the keeping of additional records or
terms of this Agreement.
14.3. CONFIDENTIAL INFORMATION
The City Manager shall not disclose any confidential information reproduced for documentation
of audit issues unless required by law. If the City receives a request to review or copy confidential
comply with the requirements for handling third party information under the Act, including
notifying the Licensee that a request to review or copy Confidential Information has been
submitted to the City. Confidential information deemed subject to disclosure under the Act by the
Attorney General of the State of Texas shall be disclosed.
ARTICLE 15. MISCELLANEOUS
15.1. FORCE MAJEURE
Other than the Licensee's failure to pay amounts due and payable under this Agreement, the
Licensee shall not be in default or be subject to sanction under any provision of this Agreement
when its performance is prevented by Force Majeure. Force Majeure means an event caused by
epidemic; act of God; fire, flood, hurricanes, tornadoes, or other natural disasters; explosions;
terrorist acts against the City or Licensee; act of military or superior governmental authority that
Licensee is unable to prevent by exercise of reasonable diligence; war; riots; or civil disorder;
provided, however, that such causes are beyond the reasonable control and without the willful act,
fault, failure or negligence of the Licensee. The term does not include any changes in general
economic conditions such as inflation, interest rates, economic downturn or other factors of general
application; or an event that merely makes performance more difficult, expensive or impractical.
Performance is not excused under this section following the end of the applicable event of Force
Majeure. Licensee is not relieved from performing its obligations under this Agreement due to a
strike or work slowdown of its employees. Force Majeure does not entitle Licensee to
reimbursement of payments.
This relief is not applicable unless the affected party does the following:
15.1.1. uses due diligence to remove the effects of the Force Majeure as quickly as
possible and to continue performance notwithstanding the Force Majeure; and
15.1.2. provides the other party with prompt written notice of the cause and its anticipated
effect.
The City Manager will review claims that a Force Majeure that directly impacts the City or
Licensee has occurred and render a written decision within 14 days. The decision of the City
Manager is final.
Licensee is not relieved from performing its obligations under this Agreement due to a strike or
work slowdown of its employees. Licensee shall employ only fully trained and qualified personnel
during a strike.
29
15.2. DISPUTE RESOLUTION
15.2.1. In the event of a dispute between the Parties that arises during the Term of this
Agreement, the Parties shall attempt to expeditiously and amicably resolve any
dispute through good faith discussions in the ordinary course of business at the
level at which the dispute originates.
15.2.2. If the Parties are not able to resolve the dispute in the ordinary course of business,
the City Manager and representatives of other City departments that are involved
to resolve the dispute.
15.2.4. Except in emergencies, no lawsuit under or related to this Agreement by one party
against the other may be filed until at least meeting has occurred between the City
Manager and executives of Network Provider with full authority to resolve the
claims in the meeting or that are available contemporaneously with the meeting
via live telephonic communications where the parties agree to attempt in good
faith to resolve or narrow the issues; and if not resolved, and the parties agree that
before initiating litigation, either party shall notify the other party of its intent to
sue, and provide a copy of the draft pleading, with supporting facts and legal
authorities at least fourteen (14) days before suit is filed.
15.2.5. This section does not apply to disputes that involve a question of law.
15.2.6. Notwithstanding the existence of any dispute between the Parties, insofar as is
possible under the terms of this Agreement, each Party shall continue to perform
the obligations required of it during the continuation of any such dispute, unless
enjoined or prohibited by a court of competent jurisdiction or unless this
Agreement terminates or expires under the terms provided herein.
15.3. ACCEPTANCE AND APPROVAL; CONSENT
An approval by the City Manager, the City Engineer, or any other instrumentality of City, of any
part of the Licensee's performance shall not be construed to waive compliance with this Agreement
or to establish a standard of performance other than required by this Agreement or by law. Where
this Agreement contains a provision that either party approve or consent to any action of the other
party, such approval or consent shall not be unreasonably withheld or delayed. Except as provided
for in this Agreement, the City Manager or City Engineer are not authorized to vary the terms of
this Agreement.
15.4. REPRESENTATIONS AND WARRANTIES
In addition to the representations, warranties, and covenants of the Licensee to the City set forth
elsewhere herein, the Licensee represents and warrants to the City and covenants and agrees
(which representations, warranties, covenants and agreements shall not be affected or waived by
any inspection or examination made by or on behalf of the City) that, as of the Effective Date
and throughout the term of this Agreement:
15.4.1. Organization, Standing and Power. The Licensee is a Network Provider duly
organized, validly existing and in good standing under the laws of the state of its
organization and is duly authorized to do business in the State of Texas and in the
30
City. The Licensee has all requisite power and authority to own or lease its
properties and assets, subject to the terms of this Agreement, to conduct its
businesses as currently conducted and to execute, deliver and perform this
License and all other agreements entered into or delivered in connection with or
as contemplated hereby.
15.4.2. Truthful Statements. The Licensee warrants, to the best of its knowledge and
belief, that information provided and statements made in connection with its
application for this Agreement were true and correct when made and are true and
correct upon execution hereof.
15.4.3. Condition of Public Right-of-Way. Licensee accepts the Public Right-of-Way
where Network Node are authorized to be located without any express
or implied warranties of any kind.
15.5. STATEMENT OF ACCEPTANCE
Licensee and City, for themselves, their successors and assigns, hereby accept and agrees to be
bound by all terms, conditions and provisions of this Agreement.
15.6. RELATIONSHIP OF THE PARTIES
Licensee shall be responsible and liable for its contractors, subcontractors, and sublicensees. The
performance under this Agreement. All personnel Licensee uses or provides
are its employees, contractors,
subcontractors for any purpose whatsoever.
15.7. SEVERABILITY
If any part of this Agreement is for any reason found to be unenforceable, all other parts remain
enforceable unless the result materially prejudices either Party.
15.8. ENTIRE AGREEMENT
This Agreement merges the prior negotiations and understandings of the Parties and embodies the
entire agreement of the Parties. No other agreements, assurances, conditions, covenants (express
or implied), or other terms of any kind, exist between the Parties regarding this Agreement.
15.9. WRITTEN AMENDMENT
Unless otherwise specified elsewhere in this Agreement, this Agreement may be amended only by
written instrument executed on behalf of the City (by authority of an ordinance adopted by the
City Council) and Licensee. The City Manager and City Engineer are only authorized to perform
the functions specifically delegated to him or her in this Agreement.
15.10. APPLICABLE LAWS AND VENUE
15.10.1. This Agreement is subject to all Applicable Codes and Laws, and all rules and
regulations of any regulatory body or officer having jurisdiction, including any
lawful court or administrative decisions, judgments or orders that have been fully
31
and finally adjudicated, including any appeals of such decisions judgments, or
shall be governed, construed, and enforced
according to the laws of the State of Texas, without regard to its choice of law
provisions.
If any material provision of this Agreement is superseded or affected by Law,
then the Parties shall negotiate in good faith to revise this Agreement.
15.10.2.
mediation as described in this Agreement, Licensee shall submit any and all
litigation and legal proceedings between any of the Licensee and the City to the
exclusive jurisdiction of the state or federal courts in the State of Texas and waive
any objections or right as to forum non conveniens, lack of personal jurisdiction,
or similar grounds. Venue for any litigation relating to this Agreement is Dallas
County, Texas.
15.11. NOTICES
15.11.1. All notices to either party to the Agreement must be in writing and must be
delivered by hand, facsimile, United States registered or certified mail, return
receipt requested, United States Express Mail, Federal Express, Airborne
Express, UPS or any other national overnight express delivery service. The
notice must be addressed to the party to whom the notice is given at its address
set out in Article I, Section 1.1 of this Agreement or other address the receiving
party has designated previously by proper notice to the sending party. Postage or
delivery charges must be paid by the party giving the notice.
15.11.2. Licensee shall address a copy to the City Engineer at the address set out in Article
I, Section 1.1 of all notices pertaining to Article 6 and 8 and other notices to the
City Engineer required under this Agreement.
15.11.3. Licensee shall address a copy to the City Attorney at the address set out in Article
I, Section 1.1 of all notices pertaining to Article 15 and other notices to the City
Attorney required under this Agreement
15.12. CAPTIONS
Captions contained in this Agreement are for reference only, and, therefore, have no effect in
construing this Agreement. The captions are not restrictive of the subject matter of any section in
this Agreement.
15.13. NON-WAIVER
If either Party fails to require the other to perform a term of this Agreement, that failure does not
prevent the Party from later enforcing that term and all other terms. If either Party waives the
32
15.14. ENFORCEMENT
The City Attorney may enforce all legal rights and obligations under this Agreement without
further authorization. Licensee shall provide to the City Attorney all documents and records
pertaining to this Agreement that the City Attorney requests to assist in determining Licensee's
compliance with this Agreement, with the exception of those documents made confidential by
federal or State law or regulation.
15.15. AMBIGUITIES
If any term of this Agreement is ambiguous, it shall not be construed for or against any Party on
the basis that the Party did or did not write it.
15.16. SURVIVAL
Licensee and the City shall remain obligated to the other Party under all provisions of this
Agreement that expressly or by their nature extend beyond the termination or expiration of this
Agreement, including, but not limited to, the provisions regarding warranty, indemnification and
confidentiality.
All representations and warranties contained in this Agreement shall survive the term of the
Agreement.
15.17. RESERVED
15.18. PARTIES IN INTEREST
This Agreement does not bestow any rights upon any third party, but binds and benefits the City
and Licensee only.
15.19. REMEDIES CUMULATIVE
Unless otherwise specified elsewhere in this Agreement, the rights and remedies contained in this
Agreement are not exclusive, but are cumulative of all rights and remedies which exist now or in
the future. Neither party may terminate its duties under this Agreement except in accordance with
its provisions.
15.20. LICENSEE DEBT
IF CITY MANAGER BECOMES AWARE THAT LICENSEE OWES ANY DELINQUENT
SUM OF MONEY IN AN AMOUNT GREATER THAN $100.00 TO THE CITY OR ANY
AFFILIATE ENTITY FOR AD VALOREM TAXES ON REAL OR PERSONAL PROPERTY
LOCATED WITHIN THE BOUNDARIES OF THE CIT NOTIFY
LICENSEE IN WRITING. IF LICENSEE DOES NOT PAY THE DEBT WITHIN 30 DAYS OF
SUCH NOTIFICATION, THE CITY MANAGER MAY DEDUCT FUNDS IN AN AMOUNT
EQUAL TO THE DEBT FROM ANY PAYMENTS OWED TO LICENSEE BY THE CITY
UNDER THIS AGREEMENT.
33
15.21. PARTS INCORPORATED
All of the above-described sections listed in the Table of Contents and the listed exhibits are made
a part of and incorporated into this Agreement.
15.22. CONTROLLING PARTS
If a conflict between the sections of the Agreement and any of the exhibits arises, the sections of
the Agreement control over the exhibits.
15.23. SIGNATURES
IN WITNESS WHEREOF, the Original Signatories, through their duly authorized officers,
have executed this Agreement in multiple counterparts, each of equal force and effect, effective as
of the as of the date signed by the Mayor.
LICENSEE/NETWORK PROVIDER: CITY:
______________ CITY OF COPPELL, TEXAS
Signed by:
_______________________________ _______________________________
Name: Mayor
Title: Date Signed. _______________
Tax Identification No.: ATTEST/SEAL:
ATTEST/SEAL:
_______________________________
_______________________________ City Secretary
Name:
Date Signed. _______________
Approved as to Form:
_________________________________
City Attorney,
City of Coppell
1
The definitions as used in Tx. Loc. Gov. Code, Chapter 284, Sec. 284.002 shall be used and control over any
conflicts with the Agreement.
Tx. Loc. Gov. Code, Chapter 284, Sec. 284.002. DEFINITIONS. In this chapter:
(1) "Antenna" means communications equipment that transmits or receives electromagnetic radio
frequency signals used in the provision of wireless services.
(2) "Applicable codes" means:
34
(A) uniform building, fire, electrical, plumbing, or mechanical codes adopted by a recognized
national code organization; and
(B) local amendments to those codes to the extent not inconsistent with this chapter.
(3) "Collocate" and "collocation" mean the installation, mounting, maintenance, modification, operation,
or replacement of network nodes in a public right-of-way on or adjacent to a pole.
(4) "Decorative pole" means a streetlight pole specially designed and placed for aesthetic purposes and on
which no appurtenances or attachments, other than specially designed informational or directional signage or
temporary holiday or special event attachments, have been placed or are permitted to be placed according to
nondiscriminatory municipal codes.
(5) "Design district" means an area that is zoned, or otherwise designated by municipal code, and for
which the city maintains and enforces unique design and aesthetic standards on a uniform and nondiscriminatory
basis.
(6) "Historic district" means an area that is zoned or otherwise designated as a historic district under
municipal, state, or federal law.
(7) "Law" means common law or a federal, state, or local law, statute, code, rule, regulation, order, or
ordinance.
(8) "Macro tower" means a guyed or self-supported pole or monopole greater than the height parameters
prescribed by Section 284.103 and that supports or is capable of supporting antennas.
(9) "Micro network node" means a network node that is not larger in dimension than 24 inches in length,
15 inches in width, and 12 inches in height, and that has an exterior antenna, if any, not longer than 11 inches.
(10) "Municipally owned utility pole" means a utility pole owned or operated by a municipally owned
utility, as defined by Section 11.003, Utilities Code, and located in a public right-of-way.
(11) "Municipal park" means an area that is zoned or otherwise designated by municipal code as a public
park for the purpose of recreational activity.
(12) "Network node" means equipment at a fixed location that enables wireless communications between
user equipment and a communications network. The term:
(A) includes:
(i) equipment associated with wireless communications;
(ii) a radio transceiver, an antenna, a battery-only backup power supply, and comparable
equipment, regardless of technological configuration; and
(iii) coaxial or fiber-optic cable that is immediately adjacent to and directly associated
with a particular collocation; and
(B) does not include:
(i) an electric generator;
(ii) a pole; or
(iii) a macro tower.
(13) "Network provider" means:
(A) a wireless service provider; or
(B) a person that does not provide wireless services and that is not an electric utility but builds or
installs on behalf of a wireless service provider:
(i) network nodes; or
(ii) node support poles or any other structure that supports or is capable of supporting a
network node.
(14) "Node support pole" means a pole installed by a network provider for the primary purpose of
supporting a network node.
(15) "Permit" means a written authorization for the use of the public right-of-way or collocation on a
service pole required from a municipality before a network provider may perform an action or initiate, continue, or
complete a project over which the municipality has police power authority.
(16) "Pole" means a service pole, municipally owned utility pole, node support pole, or utility pole.
(17) "Private easement" means an easement or other real property right that is only for the benefit of the
grantor and grantee and their successors and assigns.
(18) "Public right-of-way" means the area on, below, or above a public roadway, highway, street, public
sidewalk, alley, waterway, or utility easement in which the municipality has an interest. The term does not include:
(A) a private easement; or
(B) the airwaves above a public right-of-way with regard to wireless telecommunications.
(19) "Public right-of-way management ordinance" means an ordinance that complies with Subchapter C.
(20) "Public right-of-way rate" means an annual rental charge paid by a network provider to a municipality
35
related to the construction, maintenance, or operation of network nodes within a public right-of-way in the
municipality.
(21) "Service pole" means a pole, other than a municipally owned utility pole, owned or operated by a
municipality and located in a public right-of-way, including:
(A) a pole that supports traffic control functions;
(B) a structure for signage;
(C) a pole that supports lighting, other than a decorative pole; and
(D) a pole or similar structure owned or operated by a municipality and supporting only network
nodes.
(22) "Transport facility" means each transmission path physically within a public right-of-way, extending
with a physical line from a network node directly to the network, for the purpose of providing backhaul for network
nodes.
(23) "Utility pole" means a pole that provides:
(A) electric distribution with a voltage rating of not more than 34.5 kilovolts; or
(B) services of a telecommunications provider, as defined by Section 51.002, Utilities Code.
(24) "Wireless service" means any service, using licensed or unlicensed wireless spectrum, including the
use of Wi-Fi, whether at a fixed location or mobile, provided to the public using a network node.
(25) "Wireless service provider" means a person that provides wireless service to the public.
36
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::7;
78<:;;86=>-?/$ @A-B=>-?/$ C-$/(
/%+"'<=4'-&*"4'>! !1 4'
8DE?$?F-
?"# %(@4'A")"#"@B"4'<@'$(@!#(+4'
7 G8<G 789
/%+"'$#" !"C4'
C-5*,+AE*? $+AH*%E?> 0I= 'EAH 3C=
/%+"'0 2"4'/%@ +'DB!%(@4'
-%!+"4'
0*?5E/-% $11%*.$, *J $ C-5*,+AE*? $+AH*%EKE?> AH- -4-F+AE*? $?/ /-,E.-%( *J $
F*?AE?+E?> /E5F,*5+%- $>%--B-?A 'EAH 3%E?EA( CE.-% =+AH*%EA( *J 3-4$5L $?/
$+AH*%EKE?> AH- M$(*% A* 5E>?"
0(!" 4'
>*(@ (# 4'E@ B!2"@!'= !"4'
D!! BF2"@! 4'E@ B!2"@!'0123"#4'
3C= 0*?AE?+E?> IE5F,*5+%- C-5*,+AE*? A* 0*+?FE, *?
D-N O 789"1/J2 D*%B *J C-5*,+AE*? : P%/E?$?F-"1/J2
0I= 789 .6 D@Q=R"1/J
$(@! B!4'
G" #%@H'= !"4'
=# )!"#4'E))"B!%I"'= !"4'
G% !(#&'()'J"H% + !%I"'/%+"'''''
?"#9
DB!%@H'K(C&4''= !"4''DB!%(@4''>"@!'-(4''=1"'= !"4'A"!1#@'A" 1+!4'
%(@4'
= !"4''
80EA( 0*+?FE,7 G OG 789
-".!'()'J"H% + !%I"'/%+"'56789::7;
3EA,-
0*?5E/-% $11%*.$, *J $ C-5*,+AE*? $+AH*%EKE?> AH- -4-F+AE*? $?/ /-,E.-%( *J $ F*?AE?+E?>
/E5F,*5+%- $>%--B-?A 'EAH 3%E?EA( CE.-% =+AH*%EA( *J 3-4$5L $?/ $+AH*%EKE?> AH- M$(*% A* 5E>?"
S+BB$%(
/% B +'<2* B!4
3H-%- E5 ?* JE5F$, EB1$FA %-5+,AE?> J%*B AHE5 %-5*,+AE*?"
>! ))'A"B(22"@C !%(@4
3H- DE?$?F- I-1$%AB-?A %-F*BB-?/5 $11%*.$,"
L( +'<B(@4
>1 ! %@ 3+"'$%!&'L(I"#@2"@!
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<#=>
K1 %@" 'M#( *"#%!&
$(221@%!&'N"++@" ' @C'E@#%BF2"@!
>"@ "'()'$(221@%!&
>*"B% +'M+ B"'!('J%I"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
From: Jennifer Miller, Director of Finance
Date: February 26, 2019
Reference: Continuing Disclosure Agreement with Trinity River Authority
2030: Sustainable City Government
Introduction:
This agenda item is being presented because the Securities and Exchange Commission (SEC) amended
Rule 15c2-12 (the ÐRuleÑ) of the Securities Exchange Act. The purpose of the amendment is to improve
municipal securities disclosure. The Rule requires the City, as an obligated entity for the bonds issued by
Trinity River Authority (TRA) to provide certain updated financial information and operating data
annually, and timely notice of specified material events to the Municipal Securities Rulemaking Board
(MSRB) about their securities on an ongoing basis. To meet this requirement, TRA is requesting
Continuing Disclosure Agreements (CDA) as a part of each bond resolution, as well as with each
customer entity. TRA and all TRA customer entities have responsibilities related to this SEC rule. As
obligated persons on TRA bonds, all customer entities are the main credit source for repayment of the
obligations on TRA bonds.
Analysis:
Required continuing disclosure consists of important information that reflects the financial health and
operating condition of the City as long as the City is obligated for TRA revenue bonds. Because of revisions
to the Rule 15c2-12 over the years but, especially the 2018 revisions, TRA updated the CDA with each
customer. The updated agreements clarify the information to be provided by each customer, as it relates to
only that customer. The rule and, therefore, these agreements include three items required to be provided
to the MSRB by customer entities:
1. Certain annual financial and operating information and audited financial statements, if/when available;
2. Timely notice of the occurrence of certain events including the two events added by recent Rule 15c2-
12 amendment:
a) Incurrence of a financial obligation (considered debt, debt-like, or debt-related), of the obligated
person, if material, or agreement to covenants, events of default, remedies, priority rights, or
other similar terms of a financial obligation of the obligated entity, any of which affect security
holders, if material; and
b) Default, event of acceleration, termination event, modification of terms, or other similar events
under the terms of a financial obligation of the obligated entity, any of which reflect financial
difficulties; and
3. Timely notice of the failure of an issuer or customer entity to provide required annual financial
information on or before the date specified in the continuing disclosure agreement.
It is important to clarify that the type of information that would be required to be filed with respect to the
events noted above would be Ðonly those events which relate to or impact the credit of TRAÓs Bonds.Ñ For
example, TRAÓs Bonds are secured by payments by the City under the contract between TRA and the City;
such payments constitute an operating expense of the CityÓs Water and Sewer Fund. Therefore, notice of
events which impact the CityÓs Water and Sewer Fund may require a filing to be made if the City concludes
that it is material under the Rule. Events affecting the CityÓs general obligation or tax-supported debt
obligations would not require a filing to be made because they do not relate to or impact the credit of TRAÓs
Bonds.
Legal Review:
Resolution and Continuing Disclosure Agreement reviewed by legal as part of the agenda review process.
Fiscal Impact:
There is no additional fiscal impact resulting from this resolution.
Recommendation:
Finance recommends approval of this resolution.
RESOLUTION AUTHORIZING THE EXECUTION AND DELIVERY OF A
CONTINUING DISCLOSURE AGREEMENT
THE STATE OF TEXAS :
CITYOF COPPELL :
WHEREAS, the City of Coppell, Texas (the "City") and the Trinity River Authority of
Texas (the "Issuer") have heretofore entered into, and may in the future enter into, contracts
relating to the provision of facilities and/or services by the Issuer for the benefit of the City; and
WHEREAS, in connection with the financing of the facilities and/or services provided by
the Issuer for the benefit of the City, the Issuer has, and/or will, from time to time authorize, issue
and deliver bonds (the "Bonds") of the Issuer supported by payments to be made by the City
pursuant to such contracts; and
WHEREAS, the United States Securities and Exchange Commission has adopted Rule
15c2-12, as amended from time to time (the "Rule"); and
WHEREAS, the Rule provides that a broker, dealer or municipal securities dealer of Bonds
issued after the effective dates set forth in the Rule, may not purchase or sell Bonds in connection
with an offering thereof unless, prior to the purchase or sale thereof, "obligated persons", or
entities acting on behalf of "obligated persons", have undertaken to provide certain updated
financial information and operating data annually, and timely notice of specified material events,
to certain information vendors; and
WHEREAS, the Issuer and the City heretofore entered into a Continuing Disclosure
Agreement, as amended, in conformance with the Rule (the "Original CDA"); and
WHEREAS, in order to reflect the Rule, as recently amended, and provide adequate
flexibility to accommodate any subsequent amendments to the Rule, it is deemed appropriate and
necessary to enter into a new Continuing Disclosure Agreement (the "CDA"), which supercedes
the Original CDA; and
WHEREAS, it is the intent of both the Issuer and the City that any and all obligations
and/or duties of the respective party under the Original CDA with respect to any heretofore issued
series of Bonds shall continue to be observed as carried forward into the CDA; and
WHEREAS, in order to comply with the Rule and facilitate the future issuance of Bonds,
the City and the Issuer have agreed that it is deemed appropriate and necessary to enter into the
CDA hereinafter authorized to be executed and delivered.
THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
COPPELL, TEXAS:
Section 1. That the recitals set forth in the preamble hereof are incorporated herein and
shall have the same force and effect as if set forth in this Section.
Section 2. That the Mayor or the Mayor Pro Tem of the City Council of the City is hereby
authorized and directed to execute and deliver, and the City Secretary of the City is authorized and
directed to attest, the CDA substantially in the form and substance attached hereto.
Section 3. That the Mayor or the Mayor Pro Tem of the City Council of the City is hereby
authorized and directed to execute and deliver, and the City Secretary of the City is authorized and
directed to attest, any amendment or supplement to the CDA hereinafter required or appropriate in
response to further amendment of the Rule in order to maintain compliance with the requirements
of the Rule.
Section 4. That the CDA, and any amendment or supplement thereof, shall become
effective and enforceable in accordance with its terms immediately upon execution and delivery
thereof for all intents and purposes.
Section 5. That each of the officers and members of the City Council was duly and
sufficiently notified officially and personally, in advance, of the time, place and purpose of the
meeting at which this Resolution was introduced, and that said Resolution would be introduced
and considered for passage at said meeting, and each of said officers and members consented, in
advance, to the holding of said meeting for such purpose, and that said meeting was open to the
public and public notice of the time, place and purpose of said meeting was given, all as required
by the Texas Government Code, Chapter 551.
PASSED AND APPROVED this ____ day of ________, 2019.
________________________________
Mayor
ATTEST:
___________________________________
City Secretary
CONTINUING DISCLOSURE AGREEMENT
This Continuing Disclosure Agreement (the "Agreement"), dated as of ____, 2019 is
executedand delivered by the Trinity River Authority of Texas (the "Authority") and the City of
Texas (the "City") in connection with the issuance, from time to time, of theAuthority's
bonds (“Bonds”) withrespect to which theCityis an "obligated person" (defined below). The
information to be provided consists of: (i) certain annual financial and operating information and
audited financial statements, if available;(ii) timely notices of the occurrence of certain events and
(iii) timely notices of the failure of the Authority or Cityto provide required annual financial
information on or before the date specified herein. Terms not defined herein have the meaning assigned
in the Rule (defined below).
SECTION 1. Definitions.
As used in this Agreement, the following terms have the meanings ascribed to such terms below:
“Financial Obligation”has the meaning assigned in the Rule. For convenience,such definition
means(a) a debt obligation; (b) a derivative instrument entered into in connection with, or pledged as
security or a source of payment for, an existing or planned debt obligation; or (c) a guarantee of (a) or (b)
above. Pursuant to the Rule, the term Financial Obligation doesnot include municipal securities for
which a final official statement has been provided to the MSRB consistent with the Rule.
"MSRB" means the Municipal Securities Rulemaking Board and any successor to its duties.
“Obligated Person” means any person, including an issuer of municipal securities, who is either
generally or through an enterprise, fund, or account of such person committed by contract or other
arrangement to support payment of all, or part of the obligations on the municipal securities to be sold
(other than providers of municipal bond insurance, letters of credit, or other liquidity facilities).With
respect to the Authority’s Bonds, the City is an “obligated person.”
"Rule" means SEC Rule 15c2-12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission and any successor to its
duties.
SECTION 2. Annual Reporting; Obligations of City.
(a)Information Specified in the Authority’s Official Statements. The City shall provideto the
MSRB via its Electronic Municipal Market Access System ("EMMA"), on an annual basis, financial
information and operating data pertaining to the City as specified and included in Appendix B of any final
official statement relating to the Authority’s Bonds. Such information shall be (i) filed with the MSRB
within six months after the end of each of its fiscal years ending on or after 2019 and (ii) in an electronic
format that is prescribed by the MSRB. The City may provide such information through an agent
designated by theCity, if the City has designated such agent, orthroughan agent designated by the
Authority.
(b)Annual Financial Statements. The Cityshall provide to the MSRB its audited financial
statements when and if available, and in any event, within twelve months after the end of each fiscal year
ending in or after 2019. If the audit of the City’sfinancial statements is not complete within twelve
months after any such fiscal year end, then the Cityshall file unaudited financial statements within such
twelvemonth period andaudited financial statements for the applicable fiscal year, when and if the audit
report on such statements becomes available.Any financial statements to be provided shall be
(1)prepared in accordance with the accounting principles described in the notes to the financial
statements or such other accounting principles as the Citymay be required to employ from time to time
pursuant to state law or regulation, and (2)audited, if the Citycommissions an audit of such statements
and the audit is completed within the period during which it must be provided.
(c)If the Citychanges its fiscal year, it will notify the MSRB in writing of the change (and
of the date of the new fiscal year end) prior to the nextdate by which the Cityotherwise would be
required to provide financial information and operating data pursuant to this Section.
(d)The financial information and operating data to be provided pursuant to this Section(i)
shall be filed either directly bythe Cityor through an authorized agent and(ii) may be set forth in full in
one or more documents or may be incorporated by specific reference to any document or specific part
thereof(including an official statement or other offering document, if it is available from the MSRB) that
has been provided to the MSRB.
(e)TheCityshall provide, in a timely manner, notice of any failure by the Cityto provide
annual financial statements and operating data in accordance with thisSection to the MSRBand the
Authority.
(f)All documents provided to the MSRB shall be accompanied by identifying information as
prescribed by the MSRBand shall be linked to all CUSIPs for all of the Authority’s Bonds. The Authority
agrees to provide the Citywith all CUSIP numbersto Bonds for which the City is an obligated person
within ten business days after this Agreement has been executed by both parties and, in the case of future
Bond issues, within ten days of closing on such Bonds.
SECTION 3. Notice of Certain Events.
(a)TheCityshall notify the MSRB in an electronic format as prescribed by the MSRB, in a
timely manner (but not in excess of ten Business Days after the occurrence of the event) of any of the
following eventsthat relate to the Cityand with respect to the Authority’s Bonds:
(1) Principal and interest payment delinquencies;
(2) Non-payment related defaults, if material;
(3) Unscheduled draws on debt service reserves reflecting financial difficulties;
(4) Unscheduled draws on credit enhancements reflecting financial difficulties;
(5) Substitution of credit or liquidity providers, or their failure to perform;
(6) Adverse tax opinions, the issuance by the Internal Revenue Service of proposed or
final determinations of taxability, Notices of Proposed Issue (IRS Form 5701-TEB) or other
material notices or determinations with respect to the tax status of the security, or other material
events affecting the tax status of the security;
(7) Modifications to rights of security holders, if material;
(8) Bond calls, if material, and tender offers;
(9) Defeasances;
(10) Release, substitution, or sale of property securing repayment of the securities, if
material;
2
(11) Rating changes;
(12) Bankruptcy, insolvency, receivership or similar event of the City;
(13) The consummation of a merger, consolidation, or acquisition involving the City or
the sale of all or substantially all of the assets of the City, other than in the ordinary course of
business, the entry into a definitive agreement to undertake such an action or the termination of a
definitive agreement relating to any such actions, other than pursuant to its terms, if material;
(14) Appointment of a successor or additional trustee or the change of name of a trustee,
if material;
(15) Incurrence of a Financial Obligation of the City, if material, or agreement to
covenants, events of default, remedies, priority rights, or other similar terms of a Financial
Obligation of theCity, any of which affect security holders, if material; and
(16) Default, event of acceleration, termination event, modification of terms, or other
similar events under the terms of a Financial Obligation of the City, any of which reflect financial
difficulties.
(b)For the purposes of the event identified in (a)(12) above, the event is consideredto occur
when any of the following occur: The appointment of a receiver, fiscal agent or similar officer for the
City in a proceeding under the U.S. Bankruptcy Code or in any other proceeding under state or federal
law in which a court or governmental authority has assumed jurisdiction over substantially all of the
assets or business of the City, or if such jurisdiction has been assumed by leaving the existing governing
body and officials or officers in possession but subject to the supervision and orders of a court or
governmental authority, or the entry of an order confirming a plan of reorganization, arrangement or
liquidation by a court or governmental authority having supervision or jurisdiction over substantially all
of the assets or business of the City.
(c)All documents provided to the MSRB shall be accompanied by identifying information as
prescribed by the MSRB and shall be linked to all CUSIPs for all of the Authority’s Bonds. The Authority
agrees to provide the City with all CUSIP numbers to Bonds for which the City is an obligated person
within ten business days after this Agreement has been executed by both parties and, in the case of future
Bond issues, within ten days of closing on such Bonds.
(d)For purposes of this Section, and particularly with the events described in (a)(15) and
(a)(16), the Cityshall make filings for only those events which relate to or impact the credit of the
Authority’s Bonds.For example, the Authority’s Bonds are secured by payments by the Cityunder the
contract between the Authority and the City;such payments constitutean operating expense of the City’s
water and sewer system. Therefore, notice of events which impact the City’s water and sewer system may
require a filing to be made if the Cityconcludes that it is material under the Rule. Events affecting the
City’s general obligation or tax-supported debtobligationswould not require a filing to be made because
they do not relate to or impact the credit of the Authority’s Bonds.The Authority will defer to theCity to
make its own determination of materiality with respect to the events listed above.
(e) The City will also notify the Authority at the time of the filing of any event disclosures filed
with the MSRB.
SECTION 4.Limitations, Disclaimers, and Amendments.
3
The Authority shall ensure each of its bond resolutionscontains an agreement requiring the
Authority to comply with the Rule. The Authorityand the Cityshall be obligated to observe and perform
the covenants specified in this Agreement for so long as, but only for so long as, the Cityremains an
"obligated person" with respect to Bonds within the meaning of the Rule, except that the Authorityin any
event will give notice to the Cityof any deposit made that causes Bonds no longer to be outstanding.
The provisions of this Agreement are for the sole benefit of (and may be enforced by) the
bondholders and beneficial owners of Bonds and the parties to this Agreement, and nothing in this
Agreement, express or implied, shall give any benefit or any legal or equitable right, remedy, or claim
hereunder to any other person. The Authorityand the Cityundertake to provide only the financial
information, operating data, financial statements, and notices which each has expressly agreed to provide
pursuant tothis Agreement and do not hereby undertake to provide any other information that may be
relevant or material to a complete presentation of the Authority's or the City's financial results, condition,
or prospects or hereby undertake to update any information provided in accordance with this Agreement
or otherwise, except as expressly provided herein. Neither the Authoritynor the Citymake any
representation or warranty concerning such information or its usefulness to a decision to invest in or sell
Bonds at any future date.
UNDER NO CIRCUMSTANCES SHALL THE AUTHORITYOR THE CITY,BE LIABLE TO
THE BONDHOLDER OR BENEFICIAL OWNER OF ANY BOND OR ANY OTHER PERSON, IN
CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY
BREACH BY THE AUTHORITYOR THE CITY, RESPECTIVELY, WHETHER NEGLIGENT OR
WITHOUT FAULT ON ITS PART, OF ANY COVENANT SPECIFIED IN THIS AGREEMENT, BUT
EVERY RIGHT AND REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON
ACCOUNT OF ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS
OR SPECIFIC PERFORMANCE.
No default by the Authorityor the Cityin observing or performing their respective obligations
under this Agreement shall comprise a breach of or default under any resolution of the Authority
authorizing the issuance of Bonds, or any contract relating thereto, for purposes of any other provision of
this Agreement. Nothing in this Agreement is intended or shall act to disclaim, waive, or otherwise limit
the duties of the Authorityor the Cityunder federal and state securities laws.
With the consent of the other party, the provisions of this Agreement may be amended by the
Authorityor the Cityfrom time to time to adapt to changed circumstances that arise from a change in
legal requirements, a change in law, or a change inthe identity, nature, status, or type of operations of the
Authorityor the City, but only if (1) the provisions of this Agreement, as so amended, would have
permitted an underwriter to purchase or sell Bonds in the primary offering of Bonds in compliancewith
the Rule, taking into account any amendments or interpretations of the Rule since such offering as well as
such changed circumstances and (2) either (a) the bondholders or beneficial owners of a majority in
aggregate principal amount (or any greater amount required by any other provision of this Agreement that
authorizes such an amendment) of outstanding Bonds consent to such amendment or (b) an entity that is
unaffiliated with the Authorityor the City(such as nationally recognized bond counsel) determines that
such amendment will not materially impair the interest of the bondholders and beneficial owners of
Bonds and is permitted by the terms of the Agreement. If the Authorityor the Cityso amend the
provisions of this Agreement in connection withthe financial or operating data which it is required to
disclose under Section 2 hereof, the Cityshall provide a notice of such amendment to be filed together
with an explanation, in narrative form, of the reason for the amendment and the impact of any change in
the type of financial information or operating data to be so provided. The Authorityor the Citymay also
amend or repeal the provisions of this continuing disclosure agreement if the SEC amends or repeals the
applicable provision of the Rule or a court of final jurisdiction enters judgment that such provisions of the
4
Rule are invalid, but only if and to the extent that the provisions of this sentence would not prevent an
underwriter from lawfully purchasing or selling Bonds in the primary offering of Bonds.
SECTION 4.Miscellaneous.
(a)Representations.Each of the parties hereto represents and warrants to each other party
that it has (i) duly authorized the execution and delivery of this Agreement by the officers of such party
whose signatures appear on the execution pages hereto, (ii) that it has all requisite power and authority to
execute, deliver and perform this Agreement under applicable law and any resolutions or other actions of
such party now in effect, (iii) that the execution and delivery of this Agreement, and performance of the
terms hereof, does not and will not violate any law, regulation, ruling, decision, order, indenture, decree,
agreement or instrument by which such party is bound, and (iv) such party is not aware of any litigation
or proceeding pending, or, to the best of such party's knowledge, threatened, contesting or questioning its
existence, or its power and authority to enter into this Agreement, or its due authorization, execution and
delivery of this Agreement, or otherwise contesting or questioning the issuance of Bonds.
(b)Governing Law.This Agreement shall be governed by and interpreted in accordance
with the laws of the State of Texas and applicable federal law.
(c)Severability. If any provision hereof shall be held invalid or unenforceable by a court of
competent jurisdiction, the remaining provisions hereof shall survive and continue in full force and effect.
(d)Counterparts.This Agreement may be executed in one or more counterparts, each and all
of which shall constitute one and the same instrument.
(e)Supersedes Previous Agreements. This Agreement supersedes and replaces all previous
oral or written agreements, memoranda, correspondence or other communications between the parties
hereto relating to the subject matter hereof.
5
IN WITNESS WHEREOF, the Authorityand the Cityhave each caused their dulyauthorized
officers to execute this Agreement as of the day and year first above written.
TRINITY RIVER AUTHORITY OF TEXAS
President, Board of Directors
ATTEST:
Secretary, Board of Directors
CITY OF TEXAS
By:
Title:
ATTEST:
By:
Title:
Continuing Disclosure Agreement
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::7;
78<:;;8=>?-@/$ AB-C>?-@/$ D-$/(
/%+"'<=4'-&*"4'>! !1 4'
8EF@$@G-
?"# %(@4'A")"#"@B"4'<@'$(@!#(+4'
7 H8<H 789
/%+"'$#" !"C4'
EI 8< >+/FB #%-5-@B$BF*@
/%+"'0 2"4'/%@ +'DB!%(@4'
-%!+"4'
0*@5F/-% $11%*.$, *J BK- 0*C1%-K-@5F.- >@@+$, EF@$@GF$, D-1*%B L0>EDM J*%
BK- JF5G$, (-$% -@/F@? N-1B-CO-% P72 78<"
0(!" 4'
>*(@ (# 4'E@ B!2"@!'= !"4'
>+/FB >?-@/$ AB-C Q-C* EI 78<"1/J
D!! BF2"@! 4'E@ B!2"@!'0123"#4'
$(@! B!4'
G" #%@H'= !"4'
=# )!"#4'E))"B!%I"'= !"4'
G% !(#&'()'J"H% + !%I"'/%+"'''''
?"#9
DB!%@H'K(C&4''= !"4''DB!%(@4''>"@!'-(4''=1"'= !"4'A"!1#@'A" 1+!4'
%(@4'
= !"4''
80FB( 0*+@GF,7 H =H 789
-".!'()'J"H% + !%I"'/%+"'56789::7;
3FB,-
0*@5F/-% $11%*.$, *J BK- 0*C1%-K-@5F.- >@@+$, EF@$@GF$, D-1*%B L0>EDM J*% BK- JF5G$, (-$%
-@/F@? N-1B-CO-% P72 78<"
N+CC$%(
N-- $BB$GK-/ C-C*"
/% B +'<2* B!4
3K-%- F5 @* /F%-GB JF5G$, FC1$GB J%*C BKF5 $?-@/$ FB-C"
>! ))'A"B(22"@C !%(@4
3K- EF@$@G- R-1$%BC-@B %-G*CC-@/5 $GG-1B$@G- *J BK- 0>ED J*% JF5G$, (-$% -@/F@?
N-1B-CO-% P72 78<"
L( +'<B(@4
>1 ! %@ 3+"'$%!&'L(I"#@2"@!
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<#=>
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
From: Jennifer Miller, Director of Finance
Date: February 26, 2019
Reference: Consider approval of the Comprehensive Annual Financial Report (CAFR) for the fiscal
year ending September 30, 2018
2030: Sustainable City Government
Introduction:
As required by Section 7.13 of the City of Coppell Home Rule Charter, an independent audit must be made
of all accounts of the City by a Certified Public Accountant.
Analysis:
John DeBurro, Partner, with the audit firm of Weaver, will present the results of the financial audit.
Legal Review:
Agenda item was reviewed by legal as part of the agenda packet.
Fiscal Impact:
There is no direct fiscal impact from this agenda item.
Recommendation:
The Finance Department recommends acceptance of the CAFR for fiscal year ending September 30, 2018.
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::7;
78<:;;8=>?-@/$ AB-C>?-@/$ D-$/(
/%+"'<=4'-&*"4'>! !1 4'
80EB( 0*+@FE,
?"# %(@4'A")"#"@B"4'<@'$(@!#(+4'
7 G8<G 789
/%+"'$#" !"C4'
HE5E*@ 7;7 IB%$B-?EF #,$@
/%+"'0 2"4'/%@ +'DB!%(@4'
-%!+"4'
D-F-E.- HE5E*@ 7;7 IB%$B-?EF #,$@2 $5 /-,E.-%-/ J( BK- 7;7 !4-F+BE.-
0*CCEBB--"
0(!" 4'
>*(@ (# 4'E@ B!2"@!'= !"4'
D!! BF2"@! 4'E@ B!2"@!'0123"#4'
HE5E*@ 7;7 >11%*.$, C-C*"1/L2 D-1*%B $@/
3%$@5CEBB$, : M: 789"1/L
$(@! B!4'
G" #%@H'= !"4'
=# )!"#4'E))"B!%I"'= !"4'
G% !(#&'()'J"H% + !%I"'/%+"'''''
?"#9
DB!%@H'K(C&4''= !"4''DB!%(@4''>"@!'-(4''=1"'= !"4'A"!1#@'A" 1+!4'
%(@4'
= !"4''
80EB( 0*+@FE,7 G MG 789
-".!'()'J"H% + !%I"'/%+"'56789::7;
3EB,-
D-F-E.- HE5E*@ 7;7 IB%$B-?EF #,$@2 $5 /-,E.-%-/ J( BK- 7;7 !4-F+BE.- 0*CCEBB--"
I+CC$%(
/% B +'<2* B!4
N!@B-% OE5F$, AC1$FB IB$B-C-@B P-%-Q
>! ))'A"B(22"@C !%(@4
N!@B-% IB$LL D-F*CC-@/$BE*@ P-%-Q
L( +'<B(@4
>1 ! %@ 3+"'$%!&'L(I"#@2"@!
K1 %@" 'M#( *"#%!&
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<#=>
$(221@%!&'N"++@" ' @C'E@#%BF2"@!
>"@ "'()'$(221@%!&
>*"B% +'M+ B"'!('J%I"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
Through: Mike Land, City Manager
From: Traci E. Leach, Deputy City Manager
Date: February 26, 2019
Reference: Vision 2040 Final Draft for Consideration
Introduction:
The Executive Committee will be present to formally convey stewardship of the Vision 2040
Strategic Plan to the City Council. The report is the culmination of eight months of community
engagement and participation. Over 2,000 residents provided high value data and insights throughout
the process.
The Vision 2040 Strategic Plan, as presented this evening, includes modifications that were made as
a result of the community meetings and public hearing input that was received on February 11 and
12. The Executive Committee is supportive of the report and is pleased to present the final report to
the Council.
Background:
The Vision 2030 Strategic Plan, which was adopted in 2009, has provided this community and the
Council with clear direction and priorities that have resulted in tremendous progress and success in
implementing that vision.
At the 2018 Winter Council Retreat, the Council outlined three guiding principles for the upcoming
Vision 2040 process to update the City’s vision/planning document. Transparency, community-
driven process, and inclusiveness were the key principles that guided every step of the process,
starting with the selection of the consultant that has helped facilitate community discussions. Future
iQ was selected due to its future-oriented philosophy and data-driven methodology.
The community engagement process was driven by the appointment of a citizen Executive Committee
that proved to be invaluable in terms of community outreach and representation of the Coppell
community. Members of the Executive Committee were engaged at every stage of the process and
were able to ensure that the plan reflected the input and feedback gathered during the engagement
process.
1
The engagement process began with the Think Tank in June 2018 and extended into workshops, focus
groups, in-depth surveys (conducted both online and in-person at the workshops), and a re-convene
of the original Think Tank that resulted in approximately 2,000 stakeholder participants that provided
their input at one or more of those stages of the process. Efforts were made to include as many voices
within the community and eliminate barriers to participation by offering virtual sessions, child watch,
language translation and flexible times during the week and the weekend.
The report itself includes seven pillars around which high-level goals and objectives were identified
to support each pillar. The report can be accessed by visiting the project portal-
www.lab.future-iq.com/coppell-vision-2040/
Analysis: The community should be proud of the effort and commitment made by each and every
participant in the process. Participation commitment ranged from around 90-minute sessions to the
Think Tank, which asked participants to participate in more than eight hours over two back-to-back
evenings. The plan, through the pillars, recognizes the challenges facing Coppell and takes an
inclusive approach that preserves, respects, and strengthens what makes Coppell unique, while also
innovating towards a new future that embraces technology and inclusivity.
As outlined in the transmittal letter, the Executive Committee fully supports and endorses the Vision
2040 Strategic Plan.
Legal: N/A
Fiscal Impact: Unknown
Recommendation: Staff recommends that the Council receive the Vision 2040 Strategic Plan, as
presented by the Executive Committee.
2
February 26, 2019
Dear Mayor and Council,
We are pleased to present to you the final Vision 2040 Strategic Plan. The 2040 Executive Committee
members had a presence at each stage of the community engagement and oversaw the city’s and
consultant’s efforts to facilitate a community engagement process that was inclusive and transparent.
Committee members can vouch for the plan being true to community input provided. Two community
meetings and a public hearing were held in February 2019, which provided several opportunities for the
community to provide feedback regarding the draft plan. The community-driven process contributed to
the plan being very well received and we would like to thank City Council for directing and prioritizing
the high standards of inclusion, transparency and community involvement into the visioning process.
The 2040 Executive Committee fully endorses this plan.
Overview
Under the stewardship of the Executive Committee, exhaustive efforts were made to pursue as many
community engagement strategies as possible in Vision 2040. This resulted in approximately 2,000
participants providing input throughout all phases of community engagement, which included online
surveys, an initial Think Tank, more than 30 workshop opportunities to participate at varied locations
across Coppell (workshops were hosted on all seven weekdays – as early as 10 a.m. and as late as 8 p.m.
– with opportunities such as virtual participation, child watch, and language translation to encourage
inclusion), focus groups, and a re-convene of the Think Tank. As facilitators of the process, the City of
Coppell staff began seeking input in June 2018 and continued to offer opportunities through January
2019. The cumulative engagement effort built upon each previous step in the process to develop the
seven Strategic Pillars, goals, and objectives upon which the plan rests. The process also aimed to be
fully transparent with all reports, data, and other project information available on the 2040 project
portal.
At each stage, the Executive Committee reviewed reports to ensure the progress was reflective of the
community input. The committee also offered suggestions on logistics to city staff and represented the
process on over a dozen occasions to community groups.
Feedback Implemented since Draft was Presented
As a final step to community engagement, committee members presented the plan in draft form to the
community to gauge the perception. The plan was well-received, and the comments received have been
incorporated thoughtfully. The changes include some minor additions to the draft to emphasize that
health and wellness as well as opportunities for people with disabilities, fit nicely into the established
pillars. In addition, there was interest expressed in future community involvement, so the final plan
considers this in the ‘Next Steps’ chapter of the plan.
Plan Highlights
A full Community Engagement Report is available on the project portal http://lab.future-iq.com/coppell-
vision-2040/ in addition to all the data. These resources provide additional insight on how engagement
drove plan’s development. The Vision 2040 Strategic Plan is guided by seven key pillars:
Perpetuate a Learning Environment
Foster an Inclusive Community Fabric
Enhance the Unique ‘Community Oasis” Experience
Future-oriented Approach to Residential Development
Create Business and Innovation Nodes
Implement Innovative Transportation Networks
Apply ‘Smart City’ Approach to Resource Management
Conclusion
While the Executive Committee is closing this chapter of the Vision 2040 process, our involvement does
not end here. The enthusiasm and amount of discussion voiced by the community around many
important issues will be a significant motivator to remain engaged as the plan moves from visioning to
planning and then to implementation. We are appreciative of the opportunity to serve the community
and look forward to preserving and growing a Coppell community that we are proud to call home.
Respectfully submitted,
2040 Executive Committee
DPQQFMM!3151!
EFTJHOFE!GPS!B!TNBSU!GVUVSF
B!CPME!WJTJPO!BOE!TUSBUFHJD!BDUJPO!QMBO!
GPS!UIF!DJUZ!PG!DPQQFMM-!UFYBT-!VTB
37!Gfcsvbsz!312:
DPQQFMM!3151!
EFTJHOFE!GPS!B!TNBSU!GVUVSF
!CPME!WJTJPO!BOE!TUSBUFHJD!BDUJPO!QMBO!
GPS!UIF!DJUZ!PG!DPQQFMM-!UFYBT-!VTB!
Uijt!sfqpsu!qsftfout!uif!wjtjpo!boe!tusbufhjd!bdujpo!qmbo!efwfmpqfe!gpmmpxjoh!fyufotjwf!
dpnnvojuz!fohbhfnfou!voefsublfo!evsjoh!uif!Cpme!Wjtjpo!3151!qspdftt/!Uispvhipvu!3129-!
bqqspyjnbufmz!3-111!qfpqmf!dpousjcvufe!up!b!tfsjft!pg!tvswfzt-!xpsltipqt!boe!gpdvt!hspvq!
tfttjpot!up!fyqmpsf!uif!mpoh.ufsn!gvuvsf!pg!uif!dpnnvojuz!pg!Dpqqfmm/!Uijt!fohbhfnfou!
qspdftt!xbt!eftjhofe!up!qspwjef!bo!pqfo-!jodmvtjwf!boe!usbotqbsfou!qmbugpsn!gps!dpnnvojuz!
nfncfst!up!ifmq!dsfbuf!b!tibsfe!wjtjpo!boe!cspbe!bdujpo!qmbo/!
Uijt!sfqpsu!sfqsftfout!Gvuvsf!jRt!bobmztjt!pg!uif!fohbhfnfou!pvudpnft-!boe!ipx!uijt!ebub!ibt!jogpsnfe!uif!
sftqpotjcjmjuz!up!efwfmpq!b!ebub.esjwfo!qspdftt-!up!qspwjef!bo!pckfdujwf!boe!usbotqbsfou!jotjhiu!joup!dpnnvojuz!
btqjsbujpot/!Uif!bobmztjt!jo!uijt!sfqpsu!cvjmet!po!uif!qsfdfejoh!qspkfdu!sfqpsut!boe!fohbhfnfou!bobmztjt/!Uif!
sfdpnnfoefe!Lfz!Tusbufhjd!Bdujpo!Bsfbt!!Hpbmt!boe!Pckfdujwft!.!ibwf!cffo!esbxo!gspn!uif!dpnnvojuz!joqvu!
hbuifsfe!evsjoh!uif!wjtjpojoh!qspdftt/!Uif!dpodfqut!boe!bdujpot!qsftfoufe!xfsf!ejtdvttfe!bu!tpnf!qpjout!evsjoh!
uif!fohbhfnfou!qspdftt/!Uiftf!bdujpot!ibwf!cffo!tusvduvsfe!joup!b!qspqptfe!spbenbq-!esbxjoh!ifbwjmz!gspn!uif!
qsjpsjuj{bujpo!dpoevdufe!bu!uif!sfdpowfojoh!pg!uif!Uijol.Ubol!jo!Efdfncfs!3129/!Uif!sfdpnnfoefe!tfrvfodjoh!ibt!
37!Gfcsvbsz!312:
Uiftf!sfqpsut!boe!uif!ebub!wjtvbmj{bujpo!bsf!bwbjmbcmf!po!uif!qspkfdu!qpsubm;!
iuuq;00mbc/gvuvsf.jr/dpn0dpqqfmm.wjtjpo.31510
Qsfqbsfe!Cz;
UBCMF!PG!DPOUFOUT
8/6!Dsfbuf!cvtjoftt!boe!joopwbujpo!opeft!///////////////////////38
2/1!Jouspevdujpo!//////////////////////////////////////////////////////////5
8/6/2!Jnqpsubodf!pg!cvtjoftt!boe!joopwbujpo!opeft!////////////38
3/1!Tobqtipu!pg!Lfz!Jttvft!!
8/6/3!Lfz!Bdujpo!Bsfbt!.!Hpbmt!gps!3151!!///////////////////////////////39
Tibqjoh!uif!Gvuvsf!pg!Dpqqfmm!///////////////////////////////6
8/6/4!!///////////////////////////////3:
3/2!Bqqspbdijoh!gvmm!efwfmpqnfou!/////////////////////////////////////6
8/7!Jnqmfnfou!joopwbujwf!usbotqpsubujpo!ofuxpslt!///////41
3/3!Dibohjoh!Efnphsbqijdt!boe!Fuiojd!Nblf.vq!////////////7
8/7/2!Jnqpsubodf!pg!joopwbujwf!usbotqpsubujpo!ofuxpslt!////41
3/4!!////////////////////////////////////8
8/7/3!Lfz!Bdujpo!Bsfbt!.!Hpbmt!gps!3151!!////////////////////////////////42
3/5!Uif!vscboj{bujpo!pg!tvcvsct!!!///////////////////////////////////////9
8/7/4!!///////////////////////////////43
4/1!Jnqpsubodf!pg!Wjtjpojoh!/////////////////////////////////////////:
8/8!Bqqmz!Tnbsu!Djuz!bqqspbdi!!
!up!sftpvsdf!nbobhfnfou!!//////////////////////////////////////////44
5/1!Dpnnvojuz!Fohbhfnfou!Tvnnbsz!/////////////////////21
8/8/2!Jnqpsubodf!pg!b!Tnbsu!Djuz!bqqspbdi!!//////////////////////////44
6/1!Jefoujgzjoh!uif!Qsfgfssfe!Gvuvsf!///////////////////////////22
8/8/3!Lfz!Bdujpo!Bsfbt!.!Hpbmt!gps!3151!!///////////////////////////////45
6/2!Tdfobsjpt!pg!uif!gvuvsf!!!
8/8/4!!///////////////////////////////46
!gsbnfxpsl!gps!fyqmpsbujpo!////////////////////////////////////////////22
9/1!Dpncjofe!Tusbufhjd!Bdujpo!Gsbnfxpsl!////////////////47
6/3!Jefoujgzjoh!lfz!fmfnfout!pg!uif!Qsfgfssfe!Gvuvsf!!////23
9/2!Ezobnjd!Tztufnt.uijoljoh!Bqqspbdi!!////////////////////////48
7/1!Dpnnvojuz!Wjtjpo!////////////////////////////////////////////////24
:/1!Spbe!Nbq!up!uif!Gvuvsf!///////////////////////////////////////49
8/1!Tusbufhjd!Qjmmbst!Gsbnfxpsl!!////////////////////////////////25
:/2!Lfz!Nfusjdt!up!Nfbtvsf!Gvuvsf!Tvddftt!////////////////////4:
8/2!Qfsqfuvbuf!b!mfbsojoh!fowjsponfou!!///////////////////////////26
21/1!Ofyu!Tufqt!//////////////////////////////////////////////////////////51
8/2/2!Jnqpsubodf!pg!b!mfbsojoh!fowjsponfou!!/////////////////////////26
8/2/3!Lfz!Bdujpo!Bsfbt!.!Hpbmt!gps!3151!////////////////////////////////27
22/1!Mppljoh!Bifbe;!!
8/2/4!!////////////////////////////////28
!Jnqpsubou!Upqjdt!gps!uif!Gvuvsf!///////////////////////////52
8/3!Gptufs!bo!jodmvtjwf!dpnnvojuz!gbcsjd!!////////////////////////29
22/2!!Dsfbujoh!sfmfwbodf!up!zpvoh!qfpqmf!!//////////////////////////52
8/3/2!Jnqpsubodf!pg!bo!jodmvtjwf!dpnnvojuz!gbcsjd!//////////////29
22/3!!!Tfotjujwjuz!up!efotjuz!!////////////////////////////////////////////////53
8/3/3!Lfz!Bdujpo!Bsfbt!.!Hpbmt!gps!3151!!///////////////////////////////2:
22/4!!Nbobhjoh!tqffe!pg!dibohf!!///////////////////////////////////////54
8/3/4!!///////////////////////////////31
23/1!Wbmvf!pg!uif!Wjtjpojoh!Qspdftt!////////////////////////////55
8/4!Foibodf!uif!vojrvf!dpnnvojuz!pbtjt!fyqfsjfodf!///32
24/1!Bdlopxmfehnfout!///////////////////////////////////////////////56
8/4/2!Jnqpsubodf!pg!uif!Vojrvf!!
!Dpnnvojuz!Pbtjt!Fyqfsjfodf!///////////////////////////////////////32
25/1!Bcpvu!Gvuvsf!jR!//////////////////////////////////////////////////57
8/4/3!Lfz!Bdujpo!Bsfbt!.!Hpbmt!gps!3151!!///////////////////////////////33
26/1!Gps!Npsf!Jogpsnbujpo!///////////////////////////////////////////58
8/4/4!!///////////////////////////////34
8/5!Gvuvsf!psjfoubufe!bqqspbdi!!
!up!sftjefoujbm!efwfmpqnfou!/////////////////////////////////////////35
8/5/2!Jnqpsubodf!pg!gvuvsf!sftjefoujbm!efwfmpqnfou!///////////35
8/5/3!Lfz!Bdujpo!Bsfbt!.!Hpbmt!gps!3151!!///////////////////////////////36
8/5/4!!///////////////////////////////37
JOUSPEVDUJPO
2/1!JOUSPEVDUJPO
B!hppe!dpnnvojuz!wjtjpojoh!qspdftt!jt!eftjhofe!up!ifmq!b!dpnnvojuz!qsfqbsf!boe!qmbo!gps!
uif!gvuvsf/!B!hsfbu!wjtjpojoh!qspdftt!xjmm!bmmpx!b!dpnnvojuz!up!tfbsdi!gps!boe!jefoujgz!
Uif!Dpqqfmm!Cpme!Wjtjpo!
npefm!gps!puifs!tvddfttgvm!
fnfshjoh!usfoet-!boe!dpnnvojuz!btqjsbujpot!dpowfshf/!
dpnnvojujft!uibu!bsf!
dpoufnqmbujoh!b!hsbtt.spput!
esjwfo!wjtjpojoh!bqqspbdi/!Ju!
mpdbm!dpnnvojuz-!xjui!b!tnbmm.upxo!gffm-!uibu!sftpobufe!tuspohmz!xjui!uif!sftjefout!
sfqsftfout!cftu!qsbdujdf!jo!b!
gpsxbse.mppljoh!dpnnvojuz!
wjtjpojoh!nfuipepmphz/
dpnnvojuz!bnfojujft!boe!jogsbtusvduvsf!up!tvddfttgvmmz!csjoh!uibu!wjtjpo!up!mjgf/!
Xjui!uijt!gpvoebujpo-!uif!dpnnvojuz!dpotjefsfe!uif!wjtjpojoh!qspdftt!mppljoh!pvu!
up!3151/
Uif!3151!dpnnvojuz!wjtjpo!gps!Dpqqfmm!ibt!cffo!cvjmu!po!usfoe!sftfbsdi-!fyibvtujwf!
dpnnvojuz!fohbhfnfou!boe!b!ebub.esjwfo!bqqspbdi!up!ejtdpwfs!qpjout!pg!dpotfotvt/!Uijt!ibt!sftvmufe!
jo!b!gsfti!mppl!bu!uif!gvuvsf-!boe!uipvhiugvm!jowftujhbujpo!pg!xifsf!uif!dpnnvojuz!offet!up!ifbe/!
dibohjoh!joufsobm!ezobnjdt-!boe!uif!jnqbdu!pg!efwfmpqnfout!pddvssjoh!jo!bekbdfou!bsfbt!bspvoe!Dpqqfmm/!
Cz!bmm!nfbtvsft-!uif!wjtjpojoh!qspdftt!xbt!b!spcvtu-!effq!boe!fohbhfe!qspdftt/!Pwfs!3-111!qfpqmf!ibwf!ibe!
tpnf!joqvu!joup!uif!sftvmu-!boe!b!dpsf!hspvq!pg!pwfs!211!djuj{fot!ibwf!cffo!jowpmwfe!jo!uif!qspdftt!uispvhipvu!
qfstqfdujwft!boe!jotjhiut!cvjmu!cz!uif!dpnnvojuz!qbsujdjqbout/!Uijt!xbt!b!usvmz!hsbtt.spput!esjwfo!qspdftt/
GVUVSF!JOTJHIUT;
!Dpqqfmm!jt!b!tvddfttgvm!qsftujhjpvt!dpnnvojuz-!uibu!ibt!tipxo!gpsftjhiu!boe!mfbefstijq!jo!ubdlmjoh!tpnf!pg!uif!
dibmmfohft!bcpvu!ipx!dpnnvojujft!boe!Djujft!fwpmwf!jo!upebzt!xpsme!pg!sbqje!dibohf/!
!Uif!Dpqqfmm!Cpme!Wjtjpo!3151!mbzt!uif!hspvoexpsl!gps!uif!ofyu!21.31!zfbst!pg!jowftunfou!boe!gpdvt!jo!uif!
dpnnvojuz/!Ju!qsftfswft!lfz!fmfnfout!gspn!uif!3141!wjtjpo-!cvu!bmtp!qspwjeft!bo!jnqpsubou!vqebuf!po!gvuvsf!
ejsfdujpo!boe!qsjpsjujft/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:5
TOBQTIPU!PG!LFZ!JTTVFT!TIBQJOH!UIF!GVUVSF!PG!DPQQFMM
Dpqqfmmt!qpqvmbujpo!ibt!
sfnbjofe!sfmbujwfmz!tubcmf!gps!
uif!mbtu!28!zfbst/!Ipxfwfs-!uif!
gpsfdbtu!hspxui!pg!uif!EGX!
3/1!TOBQTIPU!PG!LFZ!JTTVFT!!
nfuspqmfy!nbz!bee!jodsfbtfe!
qsfttvsft!po!uif!qpqvmbujpo!
!TIBQJOH!UIF!GVUVSF!PG!DPQQFMM
tj{f!pwfs!uif!dpnjoh!zfbst/
Uif!gpmmpxjoh!tfdujpo!fyqmpsft!b!ovncfs!pg!Lfz!Jttvft!uibu!bsf!tibqjoh!uif!gvuvsf!
bt!qbsu!pg!uif!qspkfdu!)tff!iuuq;00mbc/gvuvsf.jr/dpn0dpqqfmm.wjtjpo.31510*/!
3/2!BQQSPBDIJOH!GVMM!EFWFMPQNFOU
cz!bo!boovbm!hspxui!sbuf!pg!pomz!1/9&/!Uijt!dpssfmbufe!up!uif!tvcvscbo!fyqbotjpo!pg!uif!dpnnvojuz!uispvhi!
uif!2::1t!boe!sfbdijoh!dmptf!up!xibu!jt!mpdbmmz!ufsnfe!gvmmz!cvjmu.pvu!tubuvt/!Jo!beejujpo-!uif!mbtu!efdbef!ibt!
ijhimjhiufe!bt!lfz!dpodfsot!cz!uif!dpnnvojuz/!
Qpqvmbujpo!dibohf!gps!Djuz!pg!Dpqqfmm-!Ufybt!)2::1.3127*
GVUVSF!JOTJHIUT;
!Bt!b!gvmmz!cvjmu!pvu!dpnnvojuz-!Dpqqfmm!nbz!cfhjo!up!gbdf!sfefwfmpqnfou!qsfttvsft!jo!dpnnfsdjbm!bsfbt-!ps!
qfsjpet!pg!tubhobujpo!jo!fdpopnjd!hspxui/!Uif!hspxui!jo!sfwfovf!gspn!uif!dpnnfsdjbm!qspqfsujft!ibt!efmjwfsfe!
hsfbu!wbmvf!up!uif!dpnnvojuz/!
!Cfdbvtf!pg!uif!cvjmu!pvu!obuvsf!pg!uif!dpnnvojuz-!boz!gvuvsf!qpqvmbujpo!jodsfbtf!xjmm!mjlfmz!sftvmu!jo!dibohfe!
mboe!vtf-!ps!jodsfbtfe!efotjuz!jo!tpnf!mpdbujpot/!Ju!jt!fyqfdufe!uibu!uiftf!qpqvmbujpo!qsfttvsft!xjmm!pddvs-!bt!
Dpqqfmm!jt!b!ijhimz!tpvhiu!bgufs!boe!buusbdujwf!mpdbujpo/!Ipx!Dpqqfmm!nbobhft!uiftf!qsfttvsft!xjmm!cf!jnqpsubou/!
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:6
TOBQTIPU!PG!LFZ!JTTVFT!TIBQJOH!UIF!GVUVSF!PG!DPQQFMM
3/3!DIBOHJOH!EFNPHSBQIJDT!BOE!FUIOJD!NBLF.VQ
tdippm!bhfe!gbnjmjft/!Uijt!jt!nbef!vq!pg!dijmesfo!)1.2:!zfbst*-!boe!uifjs!qbsfout!)41.61!
Uif!Dpqqfmm!Cpme!Wjtjpo!3151!
dpwfst!b!qfsjpe!uibu!xjmm!
uijt!jt!qsfepnjobufmz!qfpqmf!gspn!Joejb!boe!puifs!qbsut!pg!Btjb/!Uif!usfoe!mjof!
fuiojd!nblf.vq/!Uiftf!tijgut!
tipxt!b!tufbez!tijgu!jo!uif!fuiojd!nblfvq-!jo!xibu!xbt!podf!b!npsf!qsfepnjobou!
bsf!tffo!cz!uif!sftjefout!
pg!Dpqqfmm!bt!csjohjoh!cpui!
dibmmfohft!boe!!
boe!Cfodinbsl!Bobmztjt-!boe!uif!upubm!dibohf!jo!Btjbo!qpqvmbujpo!jo!Dpqqfmm!pwfs!
pqqpsuvojujft/
uif!mbtu!27!zfbst!jt!:/8&-!xijdi!jt!mftt!uibo!uif!bwfsbhf!pg!25/:&!gps!uif!puifs!dpipsu!
fuijd!tijgut!pddvssjoh!jo!Ufybt!boe!VTB/!!Dpqqfmm!ibt!dpoujovfe!up!cf!wfsz!buusbdujwf!up!gbnjmjft!
tffljoh!ijhi!rvbmjuz!qvcmjd!fevdbujpo!gps!uifjs!dijmesfo/
Qfsdfoubhf!pg!Btjbo!Qpqvmbujpo!jo!Dpqqfmm-!Ufybt
Tpvsdf;!Bnfsjdbo!Dpnnvojuz!Tvswfz!)3127!.!BDT!6.zfbs!ftujnbuft*!
GVUVSF!JOTJHIUT;
!Uif!dvssfou!qpqvmbujpo!pg!sfujsfft!jt!sfmbujwfmz!tnbmm-!cvu!uijt!ovncfs!dpvme!tqjlf!bt!uif!
61.6:!zfbst!bhf!sbohf!dzdmft!pvu!pg!uif!xpslgpsdf-!boe!ftqfdjbmmz!jg!uifz!dipptf!up!sfnbjo!jo!
Dpqqfmm/!
!Po!uif!dvssfou!usbkfdupsz-!cz!3151-!uif!Btjbo!qpqvmbujpo!xpvme!ibwf!hspxo!up!cf!
boe!uif!dpnnvojuz!offet!up!dpotjefs!ipx!cftu!up!bctpsc!boe!fncsbdf!uiftf!dibohft-!boe!
jefoujgz!xibu!bsf!uif!jnqmjdbujpot!gps!bnfojujft!boe!qmboojoh/!
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:7
TOBQTIPU!PG!LFZ!JTTVFT!TIBQJOH!UIF!GVUVSF!PG!DPQQFMM
3/4!FDPOPNJD!QSPGJMF!BOE!USBKFDUPSZ
tpvui!tjeft!pg!Dpqqfmm!bsf!epnjobufe!cz!joevtusjbm!boe!dpnnfsdjbm!mboe!vtf-!jodmvejoh!b!
Xbufst!bsfb-!up!uif!jnnfejbuf!tpvuifbtu!pg!Dpqqfmm!jt!bmtp!bo!fnfshjoh!dpodfousbujpo!
dfousbm!dpsf!pg!dpnnfsdjbm!boe!
pg!fdpopnjd!bdujwjuz/!Jo!beejujpo!up!uiftf!dpodfousbujpot-!uifsf!jt!b!qspgfttjpobm!boe!
sfubjm!bdujwjuz/!Obujpoxjef-!
sfubjm!fnqmpznfou!dpodfousbujpo!jo!Dpqqfmm!bmpoh!uif!Efoupo!Ubq!dpssjeps/!Gspn!b!
usbejujpobm!sfubjm!bsfbt!
bsf!voefshpjoh!ejtsvqujpo!
gvuvsf.qmboojoh!qfstqfdujwf-!uif!fwpmvujpo!pg!uif!dpnnfsdjbm!bsfbt!boe!{poft!jt!bo!
boe!dibohf!evf!up!po.mjof!
jnqpsubou!jttvf/!
tbmft/!Uiftf!bsfbt!qspwjef!
sfwfovf/!Voefstuboejoh!
ipx!uifz!njhiu!fwpmwf!jt!
dsjujdbm!up!gvuvsf!qmboojoh/
Tpvsdf;!3126!Mpohjuvejobm!Fnqmpzfs.Ipvtfipme!Ezobnjdt;!iuuqt;00pouifnbq/dft/dfotvt/hpw0
GVUVSF!JOTJHIUT;
!
dpnnvojuz!ivct-!fodpnqbttjoh!tfswjdft!tvdi!bt!mjgftuzmf!0!fyfsdjtf!dfoufst-!dpnnvojuz!mjcsbsjft!boe!
fevdbujpobm!gbdjmjujft/!
!
tfswjdft!jt!bo!jnqpsubou!gvuvsf!tibqjoh!rvftujpo/!
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:8
TOBQTIPU!PG!LFZ!JTTVFT!TIBQJOH!UIF!GVUVSF!PG!DPQQFMM
Uif!hsbevbm!vscboj{bujpo!
3/5!UIF!VSCBOJ\[BUJPO!PG!TVCVSCT!!pg!tvcvsct!epft!opu!nfbo!
uif!bvupnbujd!mptt!pg!
Uif!hspxjoh!usfoet!pg!tvcvscbo!hspxui!boe!jodsfbtfe!ejwfstjuz!bsf!pddvssjoh!bdsptt!
dibsbdufs/!Dpqqfmm!dbo!vtf!
uif!dpvousz/!!Uijt!hspxui!jt!qspwjejoh!b!usfnfoepvt!pqqpsuvojuz!gps!tvcvscbo!djujft!up!
uijt!pqqpsuvojuz!up!efwfmpq!
bvuifoujdbmmz!cz!sfubjojoh!
sfwjubmj{f!bhjoh!jogsbtusvduvsf!boe!up!dsfbuf!ofx!fowjsponfout!uibu!jodpsqpsbuf!tnbsu!
boe!cvjmejoh!uiptf!btqfdut!
ufdiopmphjft!boe!qsbdujdft!joup!uifjs!efwfmpqnfou!usbkfdupsz/!!Hspxjoh!dpnnvojujft!
uibu!nblf!qfpqmf!nptu!
mjlf!Dpqqfmm!bsf!fohbhjoh!jo!Tvcvscbo!Qmbdfnbljoh!uibu!gpdvtft!po!uisff!bsfbt!
qspve!up!cf!Dpqqfmmjbot/
jo!qbsujdvmbs;!tusffut!boe!djsdvmbujpo-!pqfo!tqbdft-!boe!cvjmejoht!boe!mboe!vtf/!!Lfz!
qmbdfnbljoh!dibsbdufsjtujdt!jodmvef!xbmlbcjmjuz-!dpoofdujwjuz-!b!nvmuj.mbzfsfe!qvcmjd!sfbmn-!
ejwfstf!njy!pg!dipjdft-!boe!bvuifoujdjuz/!!)Tbwjoh!pvs!Tvcvsct-!Kbtpo!Cftlf-!BJDQ*!
Key demographic trends are playing out differently across urban, suburban and rural
counties
Note: Nonwhites include blacks, Hispanics, Asians, Pacific Islanders, other races and people who identify as more than one race. County
categories based on the National Center for Health Statistics Urban-Rural Classification Scheme for Counties.
Source: Pew Research Center analysis of 2000 decennial census SF3 data and 2012-2016 American Community Survey data.
“What Unites and Divides Urban, Suburban and Rural Communities”
PEW RESEARCH CENTER
Tpvsdf;!Xibu!Vojuft!boe!Ejwjeft!Vscbo-!Tvcvscbo!boe!Svsbm!Dpnnvojujft-!Qfx!Sftfbsdi!Dfoufs-!3129/
GVUVSF!JOTJHIUT;
!Dpqqfmmt!dvssfou!dpnnvojuz!bnfojujft!tfswf!bt!b!tpmje!gpvoebujpo!gps!gvuvsf!
Uif!qspyjnjuz!up!uif!EGX!
efwfmpqnfou/!Lfz!dpnqpofout!xjmm!cf!bddftt!boe!vtbcjmjuz/
bjsqpsu!jt!b!nbkps!esjwfs!pg!uif!
!Uif!dpnnvojuz!pg!Dpqqfmm!dbo!vtf!jut!efnphsbqijd!dibohft!up!jogpsn!uif!bepqujpo!
efwfmpqnfou!boe!fdpopnz!
pg!qpmjdjft!uibu!tvqqpsu!uif!wjtjpo!boe!tusbufhjd!qmbo/
pg!Dpqqfmm/!Uijt!jnqpsubodf!
pg!uijt!upqjd!xbt!xpwfo!
uispvhipvu!uif!wjtjpojoh!
boe!qmboojoh!qspdftt/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:9
JNQPSUBODF!PG!WJTJPOJOH
Uif!Wjtjpo!3141!qmbo!
gsbnfxpsl!gps!nbljoh!
jowftunfou!efdjtjpot!jo!
dpnnvojuz!jogsbtusvduvsf/!
Bqqspyjnbufmz!%251n!pg!
dpnnvojuz!jnqspwfnfout!
4/1!JNQPSUBODF!PG!WJTJPOJOH
dbo!cf!mjolfe!ejsfdumz!up!uif!
Hpbmt!boe!Pckfdujwft!pvumjofe!
jo!uif!3141!qmbo/!Uif!3151!
qmbo!bjnt!up!cvjme!po!uif!qsfwjpvt!wjtjpojoh!xpsl-!jodmvejoh!uif!dpnnvojuz!tvnnju!
qmbo!xjmm!mjlfmz!ibwf!b!tjnjmbs!
ifme!jo!3128/!Uif!dpnnvojuz!fohbhfnfou!tvswfzt!ijhimjhiufe!uibu!sftjefout!boe!
tublfipmefst!tff!jnqpsubou!wbmvf!jo!dpnnvojuz!wjtjpojoh-!boe!fyqfdu!efdjtjpo!nbljoh!up!cf!
jogpsnfe!cz!uif!dpnnvojuz/
Uif!Wjtjpo!3151!qspdftt!bmtp!jodmvefe!bo!jnqpsubou!tufq!pg!tdboojoh!joufsobm!boe!fyufsobm!usfoet!up!
voefstuboe!ipx!uif!dpnnvojuz!ibt!fwpmwfe!tjodf!uif!3141!qmbo-!boe!xibu!bsf!uif!ofx!usfoet!boe!gbdupst!
tibqjoh!uif!dpnnvojuz!gvuvsf/
)311:*)3129!.!312:*
GVUVSF!JOTJHIUT;
!
jnqbdu!Dpqqfmm-!jodmvejoh!uif!fyju!gspn!mfbefstijq!spmft!pg!uif!cbcz.cppnfs!dpipsu<!xjeftqsfbe!fnfshfodf!pg!
!
bddfmfsbujoh!tqffe!pg!dibohf!tvhhftut!uibu!difdl.jo!qpjout!tipvme!cf!ftubcmjtife!npsf!gsfrvfoumz!)bu!mfbtu!
fwfsz!4.6!zfbst*!up!tubz!po!upq!pg!fnfshjoh!usfoet/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312::
DPNNVOJUZ!FOHBHFNFOU!TVNNBSZ
Jo!upubm-!uif!sftqpotft!
qspwjefe!bo!fydfmmfou!dsptt!
tfdujpo!pg!uif!dpnnvojuz!
dpousjcvujpo!gspn!bdsptt!
wbsjpvt!fuiojd!boe!bhf!
5/1!DPNNVOJUZ!FOHBHFNFOU!TVNNBSZ
efnphsbqijdt/!Uifsf!xbt!b!
hppe!sfqsftfoubujpo!gspn!
B!lfz!gfbuvsf!pg!uif!Cpme!Wjtjpo!3151!qspdftt!xbt!uif!gpdvt!po!dpnnvojuz!
wbsjpvt!joufsftu!hspvqt!boe!
fohbhfnfou/!Uif!fohbhfnfou!uppl!qmbdf!cfuxffo!Nbz!boe!Efdfncfs!3129-!boe!
dpnnvojuz!tfdujpot/
Uif!ebub.esjwfo!wjtjpojoh!qspdftt!ifmqfe!uif!Dpqqfmm!dpnnvojuz!ejtdpwfs!dmfbs!qpjout.pg.
dpotfotvt!sfhbsejoh!uifjs!gvuvsf!wjtjpo/!Uif!gpdvt!hspvqt!boe!sfdpowfof!pg!uif!Uijol.Ubol-!
ifmqfe!esjmm!epxo!up!npsf!ejsfdu!bdujpot!boe!jefbt!gps!jnqmfnfoubujpo/
Nbz!.!Opwfncfs!3129
Kvof!3129
Bvhvtu!.!Pdupcfs!3129
Opwfncfs!3129
Uif!fohbhfnfou!qspdftt!
xbt!tuspohmz!tvqqpsufe!
Efdfncfs!3129
cz!uif!dpnnvojuz.cbtfe!
qspkfdu!Fyfdvujwf!Dpnnjuuff/!
Pwfs!45!fohbhfnfou!
tfttjpot!xfsf!ifme/
Kbovbsz!312:
GVUVSF!JOTJHIUT;
!Dpqqfmm!jt!b!gbtdjobujoh!dpnnvojuz-!ftqfdjbmmz!jo!sfhbset!up!jut!dibohjoh!fuiojd!nblfvq/!Uif!Cpme!Wjtjpo!
3151!qspdftt!xbt!tvddfttgvm!jo!esbxjoh!jo!joqvu!gspn!ofx!boe!mpoh.ufsn!sftjefout/!Uijt!bcjmjuz!up!npcjmj{f!
!Dpqqfmm!ibt!efnpotusbufe!ju!jt!b!ibsexpsljoh!boe!fohbhfe!dpnnvojuz/!!Uijt!buusjcvuf!xjmm!ifmq!qptjujpo!uijt!
dpnnvojuz!bt!b!gvuvsf.psjfoubufe!boe!qbsujdjqbupsz!dpnnvojuz!uibu!nfmet!uphfuifs!uif!cftu!pg!jut!qfpqmf!boe!jefbt/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:21
JEFOUJGZJOH!UIF!QSFGFSSFE!GVUVSF
Uijt!qmboojoh!qspdftt!
qspevdfe!b!tdfobsjp!nbusjy!
cvjmu!bspvoe!uxp!lfz!byft!
tibqjoh!uif!gvuvsf-!xijdi!xfsf!
Dpnnvojuz!Fwpmvujpo!boe!!
Jogsbtusvduvsf!Tpmvujpot/!Uijt!
6/1!JEFOUJGZJOH!UIF!QSFGFSSFE!GVUVSF
nbusjy!hbwf!qfpqmf!b!dibodf!
up!dpotjefs!jnqmjdbujpot!
boe!dpotfrvfodft!pg!
6/2!TDFOBSJPT!PG!UIF!GVUVSF!!!
wbsjpvt!gvuvsft/
!GSBNFXPSL!GPS!FYQMPSBUJPO
Uif!Cpme!Wjtjpo!3151!wjtjpojoh!qspdftt!xbt!cvjmu!po!b!tdfobsjp.qmboojoh!nfuipepmphz/!Uijt!
bmmpxfe!gps!uif!efwfmpqnfou!boe!fyqmpsbujpo!pg!b!sbohf!pg!qmbvtjcmf!gvuvsft-!xijdi!dsfbufe!b!
qpufou!gsbnfxpsl!gps!dpnnvojuz!joqvu!boe!ejtdvttjpo/!Voefsubljoh!uif!tdfobsjp.cbtfe!qmboojoh!hbwf!
uif!Dpqqfmm!dpnnvojuz!b!dibodf!up!ibwf!b!wfsz!uipvhiugvm!gvuvsf.psjfoufe!dpowfstbujpo/!Uijt!qspdftt!bmmpxfe!
qfpqmf!up!uijol!bcpvu!uif!dpnnvojuz!gvuvsf!jo!b!nvmujejnfotjpobm!nboofs/!Npsf!efubjm!po!uif!qspdftt!jt!
bwbjmbcmf!jo!uif!Dpqqfmm!Wjtjpo!3151!Tdfobsjp.Cbtfe!Uijol.Ubol!Sfqpsu-!Kvof!3129/!)gps!npsf!jogpsnbujpo!wjtju!
iuuq;00mbc/gvuvsf.jr/dpn0dpqqfmm.wjtjpo.31510*/
Uifsf!jt!b!gpdvt!po!fncsbdjoh!ofx!ufdiopmphz!up!dsfbuf!b!Tnbsu!Djuz!up!ubdlmf!fyjtujoh!boe!fnfshjoh!jogsbtusvduvsf!
dibmmfohft/!Uifsf!jt!b!tuspoh!gpdvt!po!joopwbujwf!tvtubjobcmf!qsbdujdft!boe!sftpvsdf!nbobhfnfou!jo!bsfbt!tvdi!bt!
xbufs-!qvcmjd!tqbdft-!fofshz!boe!xbtuf/!!Usbotqpsubujpo!tztufnt!fwpmwf!jo!ofx!xbzt!up!dpoofdu!lfz!mpdbujpot!joufsobmmz!
xjuijo!uif!djuz-!boe!fyufsobmmz!up!nbkps!sfhjpobm!ivct/!!Ipvtjoh!tupdl!boe!jogsbtusvduvsf!usbotgpsnt!up!dsfbuf!ofx!pqujpot/
Uif!dpnnvojuz!fncsbdft!uif!
TNBSUTNBSU
Uif!dpnnvojuz!gpdvtft!po!jut!xfmm!
sbqje!efnphsbqijd!boe!dvmuvsbm!
DJUZJODMVTJPO
fbsofe!tusfohuit-!jodmvejoh!tuspoh!
dibohft-!up!fyqmpsf!fwpmvujpo!pg!b!
tdippm!ejtusjdu!boe!qfbdfgvm!
nvmujdvmuvsbm!boe!joufhsbufe!
ofjhicpsippet/!Uif!dpnnvojuz!
dpnnvojuz!gbcsjd/!Uif!gpdvt!jt!po!
jowftut!jo!jut!fyjtujoh!sftjefout!boe!
cfdpnjoh!bhjmf!xjui!uif!dbqbdjuz!
fotvsft!qfpqmf!dbo!fncsbdf!
Dpnnvojuz!!!!!!Fwpmvujpo
up!fwpmwf!boe!bekvtu!bt!cspbefs!
bdujwf!bhjoh!xjuijo!b!Djuz!uibu!ibt!
tpdjfuz!boe!uif!joufsobm!
b!wjmmbhf!gffm/!Uif!sfqvubujpo!jt!
dpnnvojuz!wbmvft!dibohf/!Uif!
pof!pg!cfjoh!b!eftjsbcmf!boe!
dpnnvojuz!jowftut!jo!jut!
TVCVSCBODPQQFMM
fydmvtjwf!dpnnvojuz-!fncfeefe!
buusbdujwfoftt!boe!sfmfwbodf!up!b!
PBTJTDPOOFDUFE
xjuijo!uif!EGX!nfuspqmfy/
Jogsbtusvduvsf!!!!!!Tpmvujpot
xjefs!dsptt!tfdujpo!pg!qfpqmf/
Jowftunfout!jo!jogsbtusvduvsf!cvjmet!po!uif!fyjtujoh!jowftunfou!bt!vqhsbeft!pddvs!bu!fbdi!tubhf!pg!sfefwfmpqnfou!
cspbefs!sfhjpobm!usbotqpsubujpo!ofuxpsl/!Ipvtjoh!tupdl!boe!bwbjmbcjmjuz!jt!ejdubufe!cz!uif!nbslfuqmbdf-!bt!uif!
dpnnvojuz!dpoujovft!up!cf!cf!buusbdujwf!evf!up!ju!qspyjnjuz!boe!mpdbujpo/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:22
JEFOUJGZJOH!UIF!QSFGFSSFE!GVUVSF
6/3!JEFOUJGZJOH!LFZ!FMFNFOUT!PG!UIF!QSFGFSSFE!GVUVSF!
Vtjoh!uif!tdfobsjp!gsbnfxpsl!efwfmpqfe!jo!uif!Uijol.Ubol-!uif!dpnnvojuz!fohbhfnfou!
tfttjpot!bmmpxfe!dpnnvojuz!qbsujdjqbout!up!dpotjefs!xibu!sfqsftfoufe!uifjs!qsfgfssfe!
Uif!qspdftt!bmmpxfe!
gvuvsf/!Uif!byft!xfsf!qsftfoufe!bt!dpoujovvnt-!tp!qfpqmf!dpvme!tfmfdu!mpdbujpot!gps!
qbsujdjqbout!up!uijol!effqmz!
uifjs!qsfgfssfe!gvuvsf!xjui!b!efhsff!pg!voefstuboejoh!bcpvu!uif!jnqmjdbujpot!boe!xibu!
bcpvu!ipx!up!cftu!eftjho!
ju!sfqsftfoufe/!Uif!ebub!dpmmfdufe!gspn!uif!dpnnvojuz!fohbhfnfou!tfttjpot!dmptfmz!
uifjs!djuz!boe!dpnnvojuz!up!
njsspsfe!uif!Uijol.Ubol!qbsujdjqbou!ebub/!
tvju!dvssfou!boe!gvuvsf!offet/!
Ju!bmmpxt!tpnf!boujdjqbujpo!
boe!qspkfdujpo!pg!gvuvsf!
usfoet!boe!fyqmpsft!ipx!
DJUZ!PG!UIF!GVUVSF
uif!djuz!offet!up!fwpmwf!
up!nffu!gvuvsf!offet/
TNBSUTNBSU
DJUZJODMVTJPO
MBCPSBUPSZ!PG!MFBSOJOH
DPNNVOJUZ!!!!!!!!FWPMVUJPO
DPNNVOJUZ!PBTJT
JOGSBTUSVDUVSF!!!!!!!!TPMVUJPOT
TVCVSCBODPQQFMM
PBTJTDPOOFDUFE!
MFWFSBHF!FYJTUJOH!TUSFOHUIT
GVUVSF!JOTJHIUT;
!Pwfsxifmnjohmz-!uif!dpnnvojuz!eftjsft!up!qsphsftt!jo!b!Djuz!pg!uif!Gvuvsf!ejsfdujpo-!
cvjmejoh!jo!uif!fmfnfout!pg!b!Tnbsu!Djuz!up!uif!gvuvsf!eftjho!boe!gvodujpo!pg!Dpqqfmm/!
!
qspufdujoh!boe!foibodjoh!uif!dpnnvojuz!pbtjt!gffm-!ftqfdjbmmz!bu!b!mpdbm!tdbmf<!boe-!cvjmejoh!
bo!jodmvtjwf!dpnnvojuz!gbcsjd!uibu!dbo!bqqfbm!bdsptt!efnphsbqijd!hspvqt/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:23
DPNNVOJUZ!WJTJPO
Uif!Dpqqfmm!3151;!!
Eftjhofe!gps!b!tnbsu!gvuvsf!
wjtjpo!qptjujpot!Dpqqfmm!gps!
jut!ofyu!nbkps!fwpmvujpobsz!
mfbq/!Ju!jt!bmsfbez!b!tvddfttgvm!
dpnnvojuz!boe!djuz-!boe!
7/1!DPNNVOJUZ!WJTJPO
uijt!wjtjpo!bjnt!up!fotvsf!
jut!pohpjoh!sfmfwbodf!boe!
Uif!dpnnvojuz!wjtjpo!gps!3151!cvjmet!po!uif!xpsl!uibu!xbt!dbssjfe!pvu!gps!uif!3141!
tvddftt-!xijmf!sfubjojoh!dpsf!
wbmvft!boe!buusjcvuft/
zfbst-!Dpqqfmm!ibt!dibohfe!boe!uif!xpsme!ibt!dibohfe/!Uif!3151!dpnnvojuz!wjtjpo!gps!
Dpqqfmm!ibt!cffo!efwfmpqfe!gpmmpxjoh!bo!fyibvtujwf!dpotvmubujpo!boe!gvuvsf!fyqmpsbujpo!
qspdftt!xjui!uif!dpnnvojuz!uispvhipvu!3129/!Uijt!qspdftt!bmmpxfe!uif!dpnnvojuz!up!fyqmpsf!
uif!gvuvsf!fwpmvujpo!pg!uif!dpnnvojuz!bspvoe!uif!uxp!nbjo!uifnft!pg!Dpnnvojuz!Fwpmvujpo!
boe!Jogsbtusvduvsf!Tpmvujpot/!!Uiftf!uifnft!bmmpxfe!uif!dpnnvojuz!up!xsftumf!xjui!uif!jnqmjdbujpot!boe!
sftqpotft!up!uif!dibohjoh!fuiojd!boe!efnphsbqijd!nblfvq!pg!uif!dpnnvojuz-!boe!uif!fnfshjoh!jnqbdu!uibu!
ufdiopmphz!jt!ibwjoh!po!nvmujqmf!btqfdut!pg!uif!dpnnvojuz!jogsbtusvduvsf/
Xjuijo!Dpqqfmm-!uifsf!jt!b!eftjsf!up!bddpnqmjti!uxp!nbjo!dpnnvojuz!pckfdujwft/!Uiftf!bsf!up!sfubjo!uif!
Dpnnvojuz!Pbtjt!gffm-!boe!tjnvmubofpvtmz!dsfbuf!bo!Jodmvtjwf!dpnnvojuz!gbcsjd/!Gspn!b!qiztjdbm!vojwfstf!
qfstqfdujwf-!uifsf!jt!b!eftjsf!up!gpdvt!po!fncsbdjoh!ofx!ufdiopmphz!up!dsfbuf!b!Tnbsu!Djuz!up!ubdlmf!fyjtujoh!
boe!fnfshjoh!jogsbtusvduvsf!pqqpsuvojujft!boe!dibmmfohft/
UIF!WJTJPO!JT!UP!DSFBUF!DPQQFMM!3151;!EFTJHOFE!GPS!B!TNBSU!GVUVSF
Uif!lfz!tusbufhjd!qjmmbst!uibu!tvqqpsu!uijt!wjtjpo!jodmvef;
!Qfsqfuvbuf!b!mfbsojoh!fowjsponfou
!Gptufs!bo!jodmvtjwf!dpnnvojuz!gbcsjd
!Foibodf!uif!vojrvf!dpnnvojuz!pbtjt!fyqfsjfodf
!Gvuvsf!psjfoufe!bqqspbdi!up!sftjefoujbm!efwfmpqnfou
!Dsfbuf!cvtjoftt!boe!joopwbujpo!opeft
!Jnqmfnfou!joopwbujwf!usbotqpsubujpo!ofuxpslt
!Bqqmz!b!Tnbsu!Djuz!bqqspbdi!up!sftpvsdf!nbobhfnfou
GVUVSF!JOTJHIUT;!!
!Uif!dpodfqu!pg!joufoujpobmmz!eftjhojoh!Dpqqfmm!gps!3151!xjmm!ifmq!hjwf!ejsfdujpo!boe!dmbsjuz!up!uif!
usbotmbuf!wjtjpo-!hpbmt!boe!pckfdujwft!joup!dpodsfuf!qmbot!boe!qspkfdut/!
!
upqjdt!xjmm!sfrvjsf!dbsfgvm!sftfbsdi!boe!qmboojoh/!!!
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:24
TUSBUFHJD!QJMMBST!GSBNFXPSL
8/1!TUSBUFHJD!QJMMBST!GSBNFXPSL!
Uif!Tusbufhjd!Qjmmbst!xfsf!efwfmpqfe!bu!uif!Sfdpowfojoh!pg!uif!Uijol.Ubol!jo!Opwfncfs!3129/!Uif!qjmmbst!
sfqsftfou!uif!nbkps!uifnf!ps!upqjd!bsfbt!uibu!voefsqjo!uif!bhhsfhbufe!qsfgfssfe!gvuvsf/!Uifz!ibwf!cffo!
esbxo!ejsfdumz!gspn!uif!tdfobsjp!qmboojoh!boe!dpnnvojuz!fohbhfnfou!qspdftt/!Uif!Hpbmt!boe!Pckfdujwft!bsf!
tusvduvsfe!bspvoe!uiftf!tfwfo!lfz!tusbufhjd!qjmmbst/!Uiftf!bsf!uif!gvoebnfoubm!cvjmejoh!cmpdlt!gps!uif!gvuvsf!
bdujpot!uibu!tvqqpsu!uif!wjtjpo/
Eftjhofe!gps!b
Tnbsu!Gvuvsf
Hppe!nbobhfnfou!jt!uif!bsu!pg!nbljoh!qspcmfnt!tp!joufsftujoh!boe!uifjs!tpmvujpot!
tp!dpotusvdujwf!uibu!fwfszpof!xbout!up!hfu!up!xpsl!boe!efbm!xjui!uifn/!
!Qbvm!Ibxlfo-!Bvuips
GVUVSF!JOTJHIUT;!!
!Uif!Tusbufhjd!Qjmmbst!bsf!opu!joufoefe!up!tpmwf!bmm!pg!uif!dpnnvojuzt!dibmmfohft!jo!uif!jnnfejbuf!tipsu!ufsn/!
Sbuifs-!ju!qsftfout!b!tfsjft!pg!tusbufhjd!bdujpo!bsfbt!uibu!dbo!cf!bdijfwfe!jo!uif!tipsu!up!nfejvn!ufsn-!uibu!xjmm!
qspevdf!mpoh.ufsn!sftvmut/
!
jnqpsubodf!jo!ufsnt!pg!uif!gvuvsf/!Uiftf!qjmmbst!xfsf!bmm!sbolfe!bt!cfjoh!pg!tjnjmbs!jnqpsubodf!bu!uif!
sfdpowfojoh!pg!uif!Uijol.Ubol/
!Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:!25
TUSBUFHJD!QJMMBS!.!QFSQFUVBUF!B!MFBSOJOH!FOWJSPONFOU
8/2!QFSQFUVBUF!B!MFBSOJOH!FOWJSPONFOU!
8/2/2!JNQPSUBODF!PG!B!MFBSOJOH!FOWJSPONFOU!
Jodsfbtjohmz!uif!efwfmpqfe!xpsme!jt!npwjoh!up!tljmm.cbtfe!fnqmpznfou/!Uif!joufotf!gpdvt!
pg!Tdjfodf-!Ufdiopmphz-!Fohjoffsjoh!boe!Nbuifnbujdt!)TUFN*!fevdbujpo!jt!qsfqbsjoh!uif!
Dpoofdujpo!up!3141!!Uif!
fevdbujpobm!gpdvt!xbt!jnqmjdju!
jo!uif!3141!qmbo-!xjui!b!gpdvt!
Cfodinbsl!Bobmztjt-!Opwfncfs!3129-!ijhimjhiufe!uif!xfmm.fevdbufe!obuvsf!pg!uif!
po!hppe!rvbmjuz!tdippmt/!Jo!
dpnnvojuz-!boe!uif!dpodfousbujpo!pg!qspgfttjpobm!boe!ufdiojdbm!tljmmt!boe!fyqfsujtf/!
uif!mbtu!21!zfbst-!uif!wbmvf!
Evsjoh!uif!fohbhfnfou!tfttjpot-!uif!jnqpsubodf!pg!bo!fevdbujpobm!dvmuvsf!xbt!
pg!mjgf.mpoh!mfbsojoh!ibt!
cfdpnf!npsf!sfdphoj{fe/!
Uijt!qspwjeft!wbmvf!up!bhf!
mfbsojoh!fowjsponfou!bdsptt!bmm!bhft-!boe!bdsptt!ejwfstf!upqjdt-!xjmm!ifmq!Dpqqfmm!sfubjo!
hspvqt!boe!ifmqt!cvjme!b!
uif!joufmmfduvbmmz!dvsjpvt!boe!uipvhiugvm!qfstpob!ju!eftjsft/!!Uifsf!jt!tuspoh!dpnnvojuz!
tnbsu!mfbsojoh!dpnnvojuz/
eftjsf!up!tff!uif!dpoujovfe!dpmmbcpsbujpo!boe!qbsuofstijqt!cfuxffo!fyjtujoh!fevdbujpobm!
jotujuvujpot!boe!cvtjofttft/
Joufmmfduvbm!hspxui!tipvme!dpnnfodf!bu!cjsui!boe!dfbtf!pomz!bu!efbui/
!Bmcfsu!Fjotufjo
WBMVF!UP!SFTJEFOUT;
!Dpqqfmm!jt!b!xfmm.fevdbufe!dpnnvojuz!boe!ibt!qptjujpofe!jutfmg!bt!b!qsfnjfs!fevdbujpobm!mpdbujpo/!Effqfojoh!
uijt!bqqspbdi!xjmm!foibodf!uif!wbmvf!qspqptjujpo!pg!fevdbujpo!gps!uif!dpnnvojuz/
!Uif!fnfshjoh!bdujwf!sfujsff!dpipsu!jo!uif!dpnnvojuz!xjmm!cf!xfmm!tfswfe!cz!ibwjoh!mjgf.mpoh!mfbsojoh!boe!
fosjdinfou!pqqpsuvojujft/!Uijt!xjmm!jo!uvso!ifmq!uif!dpnnvojuz!up!cf!bcmf!up!bebqu!up!gvuvsf!dibohft/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:26
TUSBUFHJD!QJMMBS!.!QFSQFUVBUF!B!MFBSOJOH!FOWJSPONFOU
8/2/3!LFZ!BDUJPO!BSFBT!.!HPBMT!GPS!3151
2/!Ejwfstjgz!mfbsojoh!boe!fosjdinfou!pqqpsuvojujft!bwbjmbcmf!jo!Dpqqfmm
Pof!pg!uif!tuboe.pvu!dpnnfout!gspn!uif!zpvui!fohbhfnfou!tfttjpot!xbt!sfhbsejoh!fosjdinfou!
pqqpsuvojujft/!Uifz!dpnnfoufe!uibu!uif!dpnnvojuz!jt!xfmm!tfswfe!cz!usbejujpobm!sfdsfbujpo!bdujwjujft!tvdi!
bt!tqpsujoh!dpnqmfyft/!Ipxfwfs-!uifz!xboufe!mbcpsbupsjft!xifsf!uifz!dpvme!fyqfsjnfou/!Jo!b!xpsme!pg!TUFN!
tuvefout-!uifsf!jt!wbmvf!jo!dsfbujoh!mpdbujpot!xfsf!qfpqmf!dbo!qbsujdjqbuf!jo!ibdl.b.uipot!boe!puifs!joufotf!
fyqfsjfodft/!Uijt!dpvme!bmtp!cf!qbsu!pg!uif!dpnnvojuzt!dbqbdjuz!up!vtf!jut!pxo!ubmfoufe!qfpqmf!up!qspcmfn!
tpmwf!mpdbm!jttvft/
3/!Qspnpuf!b!lopxmfehf.tibsjoh!fowjsponfou
Dpqqfmm!jt!b!lopxmfehf!sjdi!dpnnvojuz-!xjui!ubmfoufe!xpsmemz!qfpqmf-!boe!rvbmjuz!mfbsojoh!dfoufst/!Vompdljoh!
voefstuboejoh/!Cvjmejoh!xbzt!xifsf!uif!dpnnvojuz!dpvme!qbsujdjqbuf!jo!ipnf!hspxo!lopxmfehf!mbct!boe!
4/!Cvjme!b!mjgfmpoh!mfbsojoh!fowjsponfou!gps!Dpqqfmm
Dpqqfmm!jt!foufsjoh!b!qibtf!xifsf!uifsf!xjmm!mjlfmz!cf!b!hsfbufs!ovncfs!pg!bdujwf!sfujsfft!mjwjoh!jo!uif!
dpnnvojuz/!Bt!qfpqmf!mjwf!mpohfs-!sftfbsdi!jt!tipxjoh!uibu!nfoubmmz!bdujwf!qfpqmf!fokpz!b!cfuufs!rvbmjuz!pg!mjgf/!
uibu!buusbdufe!joufsftu!bu!uif!Dpnnvojuz!Tvnnju!ifme!jo!Tfqufncfs!3128/
5/!Ftubcmjti!Dpqqfmm!bt!b!mbcpsbupsz!pg!mfbsojoh
Uif!tdfobsjp.cbtfe!Uijol.Ubol!xpsltipq!ifme!jo!Kvof!3129-!boe!uif!tvctfrvfou!dpnnvojuz!
ejtdvttjpot!ijhimjhiufe!uif!gbdu!uibu!nboz!qfpqmf!jo!Dpqqfmm!xfsf!buusbdufe!up!uif!dpodfqu!pg!b!
boe!dvmuvsbm!dibohft-!up!fyqmpsf!fwpmvujpo!pg!b!nvmujdvmuvsbm!boe!joufhsbufe!dpnnvojuz!gbcsjd/!
Uif!gpdvt!jt!po!cfdpnjoh!bhjmf!xjui!uif!dbqbdjuz!up!fwpmwf!boe!bekvtu!bt!cspbefs!tpdjfuz!
boe!uif!joufsobm!dpnnvojuz!wbmvft!dibohf/!Uif!dpnnvojuz!jowftut!jo!jut!buusbdujwfoftt!boe!
sfmfwbodf!up!b!xjefs!dsptt!tfdujpo!pg!qfpqmf/
GVUVSF!JOTJHIUT;
!Uifsf!jt!mjuumf!epvcu!uif!xpsme!jt!foufsjoh!b!lopxmfehf!boe!ufdiopmphz!sbdf/!Uiptf!dpvousjft-!
sfhjpot!boe!dpnnvojujft!uibu!dbo!ipme!uifjs!pxo!jo!uijt!xpsme!xjmm!mjlfmz!qsptqfs-!boe!uiptf!uibu!dbou!
xjmm!gbmm!cfijoe/!
!Vompdljoh!uif!dpmmfdujwf!joufmmjhfodf!boe!fyqfsjfodf!jo!uif!dpnnvojuz!pg!Dpqqfmm!jt!b!lfz!pqqpsuvojuz/!Uijt!jt!b!
dpnnvojuz!uibu!dpvme!cf!bu!uif!gpsfgspou!pg!qspcmfn!tpmwjoh!jut!pxo!dibmmfohft!boe!qspwjejoh!b!spmf.npefm!gps!
puifs!tjnjmbs!dpnnvojujft/
!Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:!27
TUSBUFHJD!QJMMBS!.!QFSQFUVBUF!B!MFBSOJOH!FOWJSPONFOU
8/2/4!TQFDJGJD!BDUJPO!TUFQT!!PCKFDUJWFT!
TQFDJGJD!BDUJPO!TUFQT
CPME!JEFBT
Ejwfstjgz!Mfbsojoh!Pqqpsuvojujft!!
312:
Bwbjmbcmf!jo!Dpqqfmm
!Dsfbuf!b!Ifbmuiz-!Fohbhfe-!boe!Bdujwf!
Dpbmjujpo!ubtlfe!xjui!ubljoh!b!ipmjtujd!
bqqspbdi!upxbse!Dpqqfmmt!dpnnvojuz!
!Dsfbuf!b!Dpqqfmm!Mfduvsf!Tfsjft!bu!uif!Bsu!Dfoufs!xifsf!fyqfsut!hjwf!
ifbmui/
npouimz!mfduvsft!up!sftjefout!po!wbsjpvt!sfmfwbou!upqjdt/
!Tqpotps!b!nfnpsz!dbsf!dbgê!bu!b!Qvcmjd!
!Mbvodi!sfdsfbujpobm!qsphsbnt!gps!nvmujqmf!hfofsbujpot!)tqpsut!mfbhvft-!
gbdjmjuz<!fnqmpz!mpdbm!sftjefout/
dmbttft!jo!qbslt*/
!Mbvodi!dbsffs!efwfmpqnfou!boe!sfusbjojoh!qsphsbnt!gps!bmm!tubhft!pg!
dbsffst/
!Qbsuofs!xjui!fyjtujoh!jotujuvujpot-!up!qspwjef!ofx!qsphsbnt!pg!qvcmjd!
joufsftu/!Gps!fybnqmf-!uijt!dpvme!jodmvef!EJZ!ipnf!sfqbjs!dmbttft!bu!
Opsuimblf!Dpmmfhf/
DVSSFOU!FYBNQMFT
Qspnpuf!b!Lopxmfehf.Tibsjoh!!
!
Fowjsponfou
JTE!uipvhi!Cjpejwfstjuz!Fevdbujpo!Dfoufs!
boe!Mjgf!Tbgfuz!Qbsl
!Vtf!ufdiopmphz!up!dpoofdu!sftjefout-!boe!up!tujnvmbuf!dsfbujwf!
ejtdvttjpo!boe!dpnnvojuz!qspcmfn.tpmwjoh/!Gbdjmjujft!boe!Dpnqmfyft!tvdi!bt!Mjgf!
Tbgfuz!Qbsl-!Dp{cz!Mjcsbsz!boe!Dpnnvojuz!
!Dsfbuf!b!pof.tupq!tipq!gps!jogpsnbujpo/
Dpnnpot-!Cjpejwfstjuz!Fevdbujpo!Dfoufs-!
!Tfu!vq!b!Xbml!xjui!uif!Nbzps!npouimz!tfsjft!xifsf!uif!Nbzps!ublft!
boe!uif!ofx!Dpqqfmm!Bsut!Dfoufs
!Joopwbujwf!mjcsbsz!qsphsbnt!tvdi!bt!EJZ!
mpdbujpo!jo!uif!Djuz!fbdi!npoui/
dmbttft!boe!ivnbo!mjcsbsz!dpodfqu/
Usbotgpsn!Fevdbujpo!Tztufn!joup!!
pof!pg!Mjgfmpoh!Mfbsojoh
!Mbvodi!Qsphsbnt!uibu!buusbdu!boe!sfubjo!sftjefout!pg!bmm!bhft!tvdi!bt!b!
mjcsbsz!tupsz!ujnf!gps!ljet!uibu!dpjodjeft!xjui!bevmu!bdujwjujft/
VTFGVM!SFTPVSDFT
!Qspnpuf!nvmujhfofsbujpobm!mfbsojoh!pqqpsuvojujft!uispvhipvu!uif!
dpnnvojuz!tvdi!bt!Tfojps!uvupst!bu!uif!Mjcsbsz!ps!dpnnvojuz!hbsefo!
!Dpoofdu!xjui!uif!PMMJ!Mjgfmpoh!Mfbsojoh!
dmbttft/
Jotujuvuft!csbodi!bu!uif!Vojwfstjuz!pg!Ufybt!
!Fyqboe!pqqpsuvojujft!gps!dvmuvsbm!boe!fevdbujpobm!usbjojoh!qsphsbnt!
bu!Bvtujo!iuuqt;00pmmj/vufybt/fev!
pqfo!up!uif!dpnnvojuz!uispvhi!pshboj{bujpot!tvdi!bt!uif!Mjcsbsz-!Bsut!
!PFDE!Fevdbujpo!3141;!Uif!Gvuvsf!pg!
Dfoufs-!boe!puifs!Djuz!gbdjmjujft!boe!qbsuofstijqt/
Fevdbujpo!boe!Tljmmt!qspkfdu-!iuuq;00xxx/
pfde/psh0fevdbujpo031410
!Dsfbuf!pqqpsuvojujft!gps!nfoupsjoh/
Ftubcmjti!Dpqqfmm!bt!b!!
Mbcpsbupsz!pg!Mfbsojoh
!Jodsfbtf!pqqpsuvojujft!gps!gps!ubshfufe!pomjof!mfbsojoh-!xjui!uif!
joufoujpo!pg!gptufsjoh!b!mfbsojoh!boe!joopwbujpo!dvmuvsf!xjuijo!Dpqqfmm/
!Qbsuofs!L.23!tdippmt!xjui!mpdbm!joevtusz!up!beesftt!uif!gvuvsf.sfbez!
offet!gps!bmm!tuvefout!jo!Dpqqfmm/
!Fnqibtj{f!dpnnvojuz!fevdbujpo!bt!b!xbz!up!dpoofdu!boe!!
dpoujovf!mfbsojoh/
3151
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:28
TUSBUFHJD!QJMMBS!.!GPTUFSJOH!BO!JODMVTJWF!DPNNVOJUZ!GBCSJD
Dpoofdujpo!up!3141!!Jo!
8/3!GPTUFS!BO!JODMVTJWF!DPNNVOJUZ!GBCSJD!
3141!uif!fuiojd!tijgu!xbt!
mftt!qspopvodfe/!Upebz-!ju!
8/3/2!JNQPSUBODF!PG!BO!JODMVTJWF!DPNNVOJUZ!GBCSJD
jt!npsf!pcwjpvt-!ftqfdjbmmz!
jo!uif!tuvefou!dpipsu/!Uif!
Pof!pg!uif!lfz!fmfnfout!pg!uif!3151!wjtjpo!boe!qmbo!jt!uif!opujpo!pg!jodmvtjpo/!
pqqpsuvojuz!boe!ofdfttjuz!
Uijt!xbt!ijhimjhiufe!cz!uif!dpodfousbujpo!pg!sftqpotft!gps!uif!Qsfgfssfe!Gvuvsf!jo!
up!cvjme!b!npsf!jodmvtjwf!
dpnnvojuz!jt!b!lfz!gbdups!
uif!tdfobsjp!rvbesbou!dbmmfe!Tnbsu!Jodmvtjpo/!Uif!Dpqqfmm!Uijol.Ubol-!ifme!jo!Kvof!
jo!uif!3151!qmbo/
3129-!ijhimjhiufe!uif!dsjujdbm!jnqpsubodf!pg!uif!dpnnvojuz!fwpmvujpo-!bt!pof!pg!uif!
nbjo!uifnft!tibqjoh!uif!gvuvsf!pg!uif!dpnnvojuz/!Xjuijo!Dpqqfmm-!uifsf!jt!b!eftjsf!up!
bddpnqmjti!uxp!nbjo!dpnnvojuz!pckfdujwft/!Uiftf!bsf!up!sfubjo!uif!Dpnnvojuz!Pbtjt!gffm-!
boe!tjnvmubofpvtmz!dsfbuf!bo!Jodmvtjwf!dpnnvojuz!gbcsjd/
!Uif!tdjfodf!pg!jodmvtjpo;!Efmpjuuft!jodmvtjpo!npefm
Fairness andValued and Safe and openEmpowered and
respectbelonginggrowing
Sources: Bersin by Deloitte, High-impact diversity and inclusion: The new maturity model, 2017; Juliet Bourke and
Bernadette Dillon, Waiter, is that inclusion in my soup? A new recipe to improve business performance, Deloitte
Australia and the Victorian Equal Opportunity and Human Rights Commission, 2012.
Tpvsdf;!!Joevtusz!5/1;!Bsf!zpv!sfbez@!Efmpjuuf!Sfwjfx-!3129/
J!cfmjfwf!jut!pvs!sftqpotjcjmjuz!up!tipx!pvs!dpnnvojujft!uif!wbmvf!pg!bmm!qfpqmf-!up!
.!Kvmjf!Gpvez-!Bnfsjdbo!Pmznqjd!Hpme!Nfebmjtu!boe!GJGB!Xpnfot!Xpsme!Dvq!Dibnqjpo
WBMVF!UP!SFTJEFOUT
!Uif!efnphsbqijd!boe!fuiojd!nblf.vq!pg!Dpqqfmm!jt!dibohjoh-!boe!sfmbujwfmz!gbtu/!Fncsbdjoh!
uijt!dibohf!boe!mfbsojoh!ipx!up!vtf!ju!up!fosjdi!uif!dpnnvojuz!xjmm!nblf!Dpqqfmm!b!tuspohfs!
dpnnvojuz/!
!Csfbljoh!epxo!bhf!boe!dvmuvsbm!cbssjfst!xjmm!nblf!uif!dpnnvojuz!b!tbgfs!boe!jodmvtjwf!
dpnnvojuz!gps!bmm!sftjefout/!Uijt!jt!b!dpsf!wbmvf!pg!uif!Dpqqfmm!dpnnvojuz/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:29
TUSBUFHJD!QJMMBS!.!GPTUFSJOH!BO!JODMVTJWF!DPNNVOJUZ!GBCSJD
8/3/3!LFZ!BDUJPO!BSFBT!.!HPBMT!GPS!3151!
2/!Dfmfcsbuf!Dpqqfmmt!dvmuvsbm!hspxui
Dpqqfmm!ibt!cffo!tvddfttgvm!pwfs!uif!mbtu!efdbeft!jo!cfjoh!bcmf!up!ovsuvsf!b!tbgf-!tubcmf!boe!buusbdujwf!
dpnnvojuz/!Ju!ibt!cvjmu!bo!fowjbcmf!sfdpse!jo!jut!tdippm!ejtusjdu!boe!qfsgpsnbodf/!Uijt!ibt!nbef!uif!dpnnvojuz!
buusbdujwf!up!uif!cftu!boe!csjhiuftu-!xip!xbou!up!cf!qbsu!pg!uif!gbnjmz!psjfoufe-!fevdbujpo.cbtfe!dpnnvojuz/!
Uijt!ibt!buusbdufe!qfpqmf!gspn!bspvoe!uif!xpsme/!Opx!ju!jt!ujnf!up!fncsbdf!uijt!dvmuvsbm!hspxui!boe!nfme!ju!
joup!pof!pg!uif!tusfohuit!pg!uif!dpnnvojuz!wbmvf!qspqptjujpo/!Uijt!dibohf!xjmm!cf!dibmmfohjoh!gps!tpnf-!cvu!jg!
epof!xfmm-!dpvme!fosjdi!uif!xipmf!dpnnvojuz/
3/!Ftubcmjti!fwfout!boe!qsphsbnt!uibu!gptufs!jodmvtjpo!boe!dfmfcsbuf!ejwfstjuz
Evsjoh!uif!Dpqqfmm!Uijol.Ubol!)Kvof!3129*-!boe!jo!tvctfrvfou!dpnnvojuz!fohbhfnfou!tfttjpot-!qfpqmf!ubmlfe!
boe!mfbhvf/!Uijt!tqpsu-!xijmf!qfsqmfyjoh!up!nboz-!sftpobuft!xjui!uif!Joejbo!dpnnvojuz!xip!bsf!bwje!dsjdlfu!
gbot/!Tjnqmf!tufqt!mjlf!uijt!fosjdi!cpui!uif!Joejbo!dpnnvojuz!boe!qspwjef!ofx!tqfdubups!pqqpsuvojujft!gps!
sftjefout/!
4/!Qvsqptfgvmmz!csfbl!cbssjfst!up!jodmvtjpo
Tpnfujnft!cbssjfst!up!jodmvtjpo!bsf!jowjtjcmf!up!uiptf!bmsfbez!qbsujdjqbujoh/!Voefsubljoh!b!qspdftt!up!qvsqptfmz!
sfnpwf!cbssjfst!jt!jowbmvbcmf-!bt!ju!pqfot!ofx!eppst!gps!qfpqmf/!Uijt!njhiu!jodmvef!jttvft!pg!mbohvbhf-!mpdbujpo!
boe!tuzmf!pg!fohbhfnfout/!Pg!dpvstf-!b!xbsn!xfmdpnjoh!bqqspbdi!up!qbsujdjqbujpo!xjmm!ifmq!qfpqmf!gffm!
npsf!dpngpsubcmf!jo!ofx!tfuujoht/!Uijt!xjmm!cf!jnqpsubou!up!dpoujovf!up!bmmpx!qfpqmf!pg!bmm!bhft!up!
qbsujdjqbuf!jo!uif!dpnnvojuz!fwfout!boe!ejtdvttjpot/!
5/!Qspnpuf!tpdjbmj{bujpo!boe!dpnnvojuz!dpiftjwfoftt
Csjohjoh!qfpqmf!uphfuifs!jo!b!dpnnvojuz!tfuujoh!pgufo!jodmveft!b!dpncjobujpo!pg!sfdsfbujpo!
boe!gppe/!Uif!jefb!pg!vtjoh!gppe!up!dfmfcsbuf!uif!fuiojd!ijtupsz!boe!ejwfstjuz!ibt!nfsju!boe!
xbt!sbjtfe!nvmujqmf!ujnft!jo!gpdvt!hspvq!ejtdvttjpot/!Uijt!ifmqt!dsfbuf!tibsfe!fyqfsjfodft!
GVUVSF!JOTJHIUT;
!Uif!xpsme!jt!cfdpnjoh!npsf!nvmujdvmuvsbm-!boe!uif!gpsfdbtu!tvhhftu!uif!tbnf!usfoe!jo!Ufybt!
boe!Dpqqfmm/!Mfbsojoh!ipx!up!xfbwf!qfpqmf!uphfuifs!joup!b!dpnnvojuz!uibu!tibsft!b!wjtjpo!boe!
wbmvft-!xjmm!cf!b!lfz!gvuvsf!tljmm!sfrvjsfe!cz!Dpqqfmm!boe!nboz!puifs!dpnnvojujft/!Uif!Wjtjpo!3151!
qspdftt!ibt!cffo!bo!fydfmmfou!cvjmejoh!cmpdl!jo!uijt!qspdftt/!
!
uisfbet!pg!jodmvtjwfoftt!bsf!xpwfo!uispvhi!uif!dpnnvojuz!gbcsjd/
!Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:!2:
TUSBUFHJD!QJMMBS!.!GPTUFSJOH!BO!JODMVTJWF!DPNNVOJUZ!GBCSJD
8/3/4!TQFDJGJD!BDUJPO!TUFQT!!PCKFDUJWFT!
TQFDJGJD!BDUJPO!TUFQT
CPME!JEFBT
Dfmfcsbuf!Dpqqfmmt!!
312:
dvmuvsbm!hspxui
!Fyqboe!uif!tvddfttgvm!Bmmjft!jo!Dpnnvojuz!
qsphsbn/!
!Dpotjefs!dvmuvsbm!ejwfstjuz!jo!bmm!fwfout0qsphsbnt!boe!fodpvsbhf!ejwfstf!
!Dsfbuf!dpnnvojuz!mjbjtpot0bncbttbepst!
qbsujdjqbujpo/
up!ifmq!dpoofdu!ofjhicpst-!dpnnvojuz!
nfncfst-!dp.xpslfst-!divsdi!nfncfst-!fud/
!
dpipsut/
!Mbvodi!b!Dpqqfmm!Nbtufs!Difg!qsphsbn!
!Iptu!fevdbujpobm!qbofmt!uibu!beesftt!dvmuvsbm!joufsftut/
gpmmpxfe!cz!dpnnvojuz!gfbtut/
!Jefoujgz!boe!fevdbuf!bcpvu!dvmuvsbm!opsnt/
Ftubcmjti!fwfout!boe!qsphsbnt!uibu!gptufs!
jodmvtjpo!boe!dfmfcsbuf!ejwfstjuz
DVSSFOU!FYBNQMFT
!Ufbn!xjui!DJTE!up!iptu!fevdbujpobm0bxbsfoftt!usbjojoh/
!Gptufs!joufshfofsbujpobm!qsphsbnt!uispvhipvu!uif!dpnnvojuz/
!Bmmjft!jo!Dpnnvojuz!qsphsbn/
!Fyqmpsf!fyqboejoh!dvmuvsbmmz!sfmfwbou!sfdsfbujpobm!pqqpsuvojujft-!tvdi!bt!
!Cpme!Wjtjpo!3151/
!Lbmfjeptdpqf!boe!Nffu!zpvs!Jnnjhsbou!
Ofjhicps!qsphsbnt/!
!Fodpvsbhf!gppe!fyqfsjfodft!xjui!bqqspqsjbuf!dvjtjof!up!buusbdu!qbsujdjqbujpo/!
!Ofxmz!jnqmfnfoufe!Fuiojd!Gppe!dbufhpsz!bu!
Ubtuf!pg!Dpqqfmm/
Qvsqptfgvmmz!csfbl!!!Qbslt!boe!Sfdsfbujpo!qsphsbnt!gps!qfpqmf!
xjui!ejtbcjmjujft!tvdi!bt!xiffmdibjs!ufoojt!
cbssjfst!up!jodmvtjpo
boe!tfotpsz!txjn!qsphsbnt/
!Jodsfbtf!nvmuj.hfofsbujpobm!boe!dpnnvobm!mjwjoh!tqbdft/
!
uif!dpnnvojuz/
!Jodsfbtf!xbmlbcjmjuz!boe!cjlf.bcjmjuz!up!qspwjef!gps!hsfbufs!dpnnvojuz!
dpoofdujwjuz/
VTFGVM!SFTPVSDFT
!Gbdjmjubuf!qbsuofstijqt!up!dsfbuf!b!sftubvsbou!jodvcbups!up!fodpvsbhf!
ejwfstjuz!jo!gppe!sfmbufe!tubsu.vqt/
!Ufybt!Ejwfstjuz!Dpvodjm!bu!iuuq;00uyed/psh0
!Mfwfsbhf!ufdiopmphz!up!qspwjef!mbohvbhf!usbotmbujpot!gps!Djuz!xfctjuf!
bcpvu0!
boe!pomjof!tfswjdft/
!Dfoufs!gps!Tpdjbm!Jodmvtjpo!iuuqt;00xxx/
!Dsfbuf!b!Dvmuvsbm!Bncbttbeps!qsphsbn!uibu!jt!b!wpmvouffs!qsphsbn!up!
dfoufsgpstpdjbmjodmvtjpo/psh
bttjtu!jo!mbohvbhf!usbotmbujpo/
!Sftubvsbou!boe!sfubjm!jodvcbups!jefbt!.!
iuuqt;00xxx/usjojuzhspwft/
dpn0jodvcbuf
Qspnpuf!tpdjbmj{bujpo!!
boe!dpnnvojuz!dpiftjwfoftt
!Qspnpuf!dpoofdujpot!)fwfout!boe!tpdjbm!nfejb*-!ftqfdjbmmz!vtjoh!gppe/
!Fodpvsbhf!qspgfttjpobm!ofuxpsljoh!boe!efwfmpqnfou/
!Sfevdf!cbssjfst!up!fohbhfnfou!cz!fodpvsbhjoh!qbsujdjqbujpo!gspn!bmm!
tfdupst!pg!uif!dpnnvojuz/
!Sf.qvsqptf!ps!mfwfsbhf!fyjtujoh!gbdjmjujft!up!dsfbuf!b!Nvmujhfofsbujpobm!
Dfoufs!up!qspwjef!b!gvmm!sbohf!pg!bdujwjujft!boe!dsfbuf!qsphsbnt!uibu!
3151
dpoofdu!tfojpst!up!zpvui/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:31
TUSBUFHJD!QJMMBS!.!FOIBODF!UIF!VOJRVF!DPNNVOJUZ!PBTJT!FYQFSJFODF
8/4!FOIBODF!UIF!VOJRVF!DPNNVOJUZ!PBTJT!FYQFSJFODF
8/4/2!JNQPSUBODF!PG!UIF!VOJRVF!DPNNVOJUZ!PBTJT!FYQFSJFODF
Uif!dpodfqu!pg!Dpqqfmm!cfjoh!b!dpnnvojuz!pbtjt!buusbdufe!b!mpu!pg!joufsftu!jo!uif!wjtjpojoh!
tbgf!ofjhicpsippe!mpdbujpot-!xifsf!
Dpoofdujpo!up!3141!!uif!
qfpqmf!lopx!uifjs!ofjhicpst-!dijmesfo!qmbz!po!uif!tusffut!boe!uifsf!bsf!tjnjmbsjujft!boe!
dpnnvojuz!pbtjt!bqqspbdi!
njsspst!uif!3141!qmbo!
vojgpsnjuz/!Uijt!dpodfqu!bmtp!tvqqpsu!uif!tuspoh!ifbui!boe!xfmmoftt!gpdvt!jo!Dpqqfmm/!Up!
fmfnfout!pg!tnbmm!upxo!
dsfbuf!boe!nbjoubjo!uijt!tfotf!pg!bo!pbtjt-!ju!jt!jnqpsubou!up!dpotjefs!tdbmf/!Bt!b!djuz!pg!
gffm!boe!gbnjmz!psjfoubufe!
ofjhicpsippet/!Uif!
hsfbu!qpufoujbm!up!tusfohuifo!uijt!fyqfsjfodf!boe!uif!tnbmm!upxo!gffm!bu!b!ofjhicpsippe!
dpnnvojuz!pbtjt!bjnt!
up!qmbdf!uiftf!jnqpsubou!
wbmvft!jo!b!gpsxbse.mppljoh!
dfoufsfe!bspvoe!tdippmt!boe!qbsl!boe!sfdsfbujpo!gbdjmjujft/!Effqfojoh!uijt!ofjhicpsippe!
qmboojoh!gsbnfxpsl/
Dpqqfmm!dbo!cf!wjtvbmj{fe!bt!b!ofuxpsl!pg!dpnnvojuz!pbtjt!cvccmft!dfoufsfe!bspvoe!uif!
tdippmt!boe!qbslt
Uifsf!jt!op!qpxfs!gps!dibohf!hsfbufs!uibo!b!dpnnvojuz!!
ejtdpwfsjoh!xibu!ju!dbsft!bcpvu/
!Nbshbsfu!K/!Xifbumfz-!Bnfsjdbo!Xsjufs
WBMVF!UP!SFTJEFOUT;
!
tusffut-!gbnjmjbs!tvsspvoejoht!boe!qfbdfgvm!ofjhicpsippet/!
!Gps!nboz!sftjefout-!Dpqqfmm!sfqsftfout!b!tbgf!sfgvhf!gspn!b!cvtz!xpsme<!b!qmbdf!up!sfusfbu!up-!sfmby-!sfdibshf!
uif!Dpnnvojuz!Pbtjt!fyqfsjfodf/!
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:32
TUSBUFHJD!QJMMBS!.!FOIBODF!UIF!VOJRVF!DPNNVOJUZ!PBTJT!FYQFSJFODF
8/4/3!LFZ!BDUJPO!BSFBT!.!HPBMT!GPS!3151!
2/!Efwfmpq!tfotf!pg!ofjhicpsippe!bu!bo!bqqspqsjbuf!tdbmf
bcmf!up!npwf!tbgfmz!bspvoe!uif!mpdbujpo/!Uifsf!jt!hsfbu!joufsftu!jo!Dpqqfmm!jo!dsfbujoh!bsfbt!xifsf!ju!jt!tbgf!gspn!
dbst!boe!uifsf!jt!dpoofdujwjuz!gps!cjlft!boe!xbmljoh-!jodmvejoh!csjehft!pwfs!nbjo!spbet/!Hbuifsjoh!tqput-!boe!
xbzt!up!csjoh!qfpqmf!uphfuifs!xfsf!ejtdvttfe-!tvdi!bt!gppe!usvdl!tupqt!boe!mpdbm!fbujoh!wfovft/!
3/!Efwfmpq!qsphsbnt!uibu!foibodf!uif!vojrvf!gffm!pg!fbdi!ofjhicpsippe
dibsbdufsjtujdt!boe!eftjho!fmfnfout!gps!ofjhicpsippet-!bt!b!tvc.tfu!pg!uif!pwfsbmm!Dpqqfmm!eftjho!boe!
gffm/!Tublfipmefst!ejtdvttfe!bqqspbdift!tvdi!bt!ipvtf!eftjho!hvjefmjoft-!mboetdbqjoh!boe!tjhobhf!bt!
xbzt!up!dsfbuf!uiftf!njoj.pbtjt!fyqfsjfodft/!Bo!jousjotjd!qbsu!pg!dsfbujoh!ofjhicpsippet-!xjmm!bmtp!cf!
cvjmejoh!uif!mpdbm!ivnbo!ofuxpslt!boe!dpoofdujwjuz-!up!foibodf!uif!tfotf!pg!cfmpohjoh/
4/!Dsfbuf!nfusjdt!up!nfbtvsf!uif!ifbmui!boe!ibqqjoftt!pg!Dpqqfmm!sftjefout
Dpqqfmm!qsjeft!jutfmg!po!jut!cvccmf!qifopnfob/!Uifsf!jt!b!opujpo-!uibu!xjuijo!uif!cvccmf-!mjgf!jt!cfuufs/!Uijt!
xpsltipq!boe!boe!ju!xbt!tvhhftufe!uibu!Dpqqfmm!dpvme!efwfmpq!b!gpsnvmb!cbtfe!po!nfbtvsft!pg!xfmm.
cfjoh!tvdi!bt!Dpoofdujpo<!Mjgf!fyqfdubodz<!boe!Jnqbdu!po!fbdi!sftjefou/!Uijt!dpvme!sfqsftfou!
b!gvo-!cvu!pckfdujwf!xbz!up!rvboujgz!ibqqjoftt-!boe!uif!jnqbdu!pg!qsphsbnt!uibu!bjn!up!
jnqbdu!uif!wbsjpvt!nfusjd!jo!uif!joefy/!
Ifbmui!boe!Xfmmoftt!xbt!
5/!Ftubcmjti!ofx!tbgfuz!bxbsfoftt!boe!usbjojoh!qsphsbnt
b!dpsf!gpdvt!pg!uif!Dpqqfmm!
3141!qmbo/!Uif!dpnnvojuz!
Tbgfuz!jt!bo!voefsqjoojoh!fttfoujbm!btqfdu!pg!uif!dpnnvojuz!pbtjt!fyqfsjfodf/!
ibt!xpslfe!ibse!po!uijt-!boe!
boe!wjhjmbodf/!Uispvhipvu!uif!wjtjpojoh!qspdftt-!qfpqmf!tvhhftufe!xbzt!gps!uif!
qsphsbnt/!Uif!dpoujovbujpo!pg!
uijt!gpdvt!jt!fncfeefe!jo!uif!
Dpqqfmm!Qpmjdf!Efqbsunfou!up!cvjme!hsfbufs!dpoofdujwjuz!bu!b!mpdbm!mfwfm!boe!ifmq!cvjme!
Dpnnvojuz!Pbtjt!dpodfqu/
uif!tfotf!pg!dpnnvojuz!dpngpsu!boe!tfdvsjuz/!
GVUVSF!JOTJHIUT;
!Jo!upebzt!xpsme-!qfpqmf!bsf!jodsfbtjohmz!sfusfbujoh!up!uifjs!cvccmft-!cf!uifz!ufdiopmphz!cvccmft!
ps!qffs!hspvqt/!Up!dsfbuf!mpdbm!ofjhicpsippet!uibu!qspwjef!b!tfotf!pg!tbgf!cvccmft!xjmm!sfrvjsf!qspbdujwf!tufqt!
up!cvjme!ivnbo!dpoofdujwjuz/!
!Jodsfbtjohmz!qfpqmf!bsf!gpdvtjoh!po!qfstpobm!pvudpnft!tvdi!bt!xfmm.cfjoh!boe!ibqqjoftt/!Uif!Dpqqfmm!
Ibqqjoftt!Joefy!dpvme!cf!bo!joopwbujwf!xbz!up!nfbtvsf!pvudpnft!bu!b!ofjhicpsippe!boe!dpnnvojuz!mfwfm/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:33
TUSBUFHJD!QJMMBS!.!FOIBODF!UIF!VOJRVF!DPNNVOJUZ!PBTJT!FYQFSJFODF
8/4/4!TQFDJGJD!BDUJPO!TUFQT!!PCKFDUJWFT!
TQFDJGJD!BDUJPO!TUFQT
CPME!JEFBT
Efwfmpq!tfotf!pg!ofjhicpsippe!!
312:
bu!bo!bqqspqsjbuf!tdbmf
!Efwfmpq!ofjhicpsippe!eftjho!dpnqfujujpot!
up!dsfbuf!b!vojrvf!ofjhicpsippe!gffm-!xjuijo!
uif!pwfsbmm!dpoufyu!boe!tuzmf!pg!Dpqqfmm/
!Cvjme!npsf!xbmlbcmf0cjlf.bcmf!qbuixbzt!uispvhipvu!uif!ofjhicpsippet!
up!dpoofdu!qfpqmf!xjuipvu!uif!bvupnpcjmf/
!Dsfbuf!b!Dpqqfmmt!Ibqqjoftt!Joefy!boe!bee!
bt!b!ebticpbse-!po!uif!Djuz!xfctjuf/
!
dpoofdujwjuz/
!
dibsbdufs!pg!uif!dpnnvojuz!pbtjt!ofjhicpsippe/
!Sfwjubmj{f!ofjhicpsippet!up!bmmpx!boe!jodmvef!npsf!gppe!usvdlt!boe!
mpdbm!fbujoh!ftubcmjtinfout/
DVSSFOU!FYBNQMFT
Efwfmpq!qsphsbnt!uibu!foibodf!uif!!
!Mjwjoh!Xfmm!jo!Dpqqfmm!jojujbujwft!tvdi!bt!uif!
Dpnnvojuz!Xfmmoftt!Dibmmfohf!boe!gsff!
vojrvf!gffm!pg!fbdi!ofjhicpsippe
dpnnvojuz!usjbuimpo/!
!
!Djuz!up!tqpotps!npsf!ofjhicpsippe!dpnqfujujpot!up!esjwf!fydjufnfou!gps!
dpnnvojuz/
!Obujpobm!Ojhiu!Pvu/!
!Dpnnvojuz!opeft!tvdi!bt!Boez!Cspxo!Qbsl-!
!Efwfmpq!mboetdbqjoh!jo!fbdi!dpnnvojuz!pbtjt!xjui!mpdbm!uifnft/
Tfojps!Dfoufs!boe!DPSF/
!Pshboj{f!sfhvmbs!nffujoht!pg!lfz!boe!ejwfstf!hspvqt!pg!tublfipmefst!up!
fyqmpsf!boe!sfjogpsdf!uif!mpdbm!dpnnvojuz!pbtjt!gffm/
!Djuz!tvqqpsu!pg!ofjhicpsippe!bttpdjbujpot<!hsbou!qsphsbnt!gps!
dpnnvojuz!efwfmpqnfou/
VTFGVM!SFTPVSDFT
Dsfbuf!nfusjdt!up!nfbtvsf!uif!ifbmui!boe!
ibqqjoftt!pg!Dpqqfmm!sftjefout
!BBSQt!Spbenbq!up!Mjwbcjmjuz!bu!iuuqt;00
xxx/bbsq/psh0dpoufou0ebn0bbsq0
!Ftubcmjti!npsf!qsphsbnt!uibu!tvqqpsu!npsf!dpoofdujpot-!xfmm.cfjoh-!
mjwbcmf.dpnnvojujft0mjwbcmf.epdvnfout0
mjgf!fyqfdubodz!boe!qptjujwf!jnqbdut!po!fbdi!sftjefou/
epdvnfout.31290Cppl.2.Spbenbq.up.
!Dsfbuf!npsf!pqqpsuvojujft!gps!qfpqmf!xjui!ejtbcjmjujft/
Mjwbcjmjuz.73629.mstqs/qeg!
!Xpsme!Ibqqjoftt!Sfqpsu!3129!iuuq;00
!Qmbdf!npsf!bsuxpsl!jo!qvcmjd!qmbdft!uibu!dfmfcsbuf!Dpqqfmmt!ijtupsz!boe!
xpsmeibqqjoftt/sfqpsu0fe031290
gvuvsf/
Ftubcmjti!ofx!tbgfuz!bxbsfoftt!!
boe!usbjojoh!qsphsbnt
!Cjlf!tbgfuz!dpvstft!gps!bmm!bhft/
!QE!qbsujdjqbuft!jo!dpnnvojuz!fwfout0Ojhiut!Pvu/
!Bee!tjhobhf!up!ofjhicpsippe!fousz!qpjout/
!Dsfbuf!b!Uffo!Bewjtpsz!Cpbse!up!uif!Djuz/
3151
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:34
TUSBUFHJD!QJMMBS!.!GVUVSF!PSJFOUBUFE!BQQSPBDI!UP!SFTJEFOUJBM!EFWFMPQNFOU
8/5!GVUVSF!PSJFOUBUFE!BQQSPBDI!UP!SFTJEFOUJBM!EFWFMPQNFOU
8/5/2!JNQPSUBODF!PG!GVUVSF!SFTJEFOUJBM!EFWFMPQNFOU!
Uif!jttvf!pg!gvuvsf!sftjefoujbm!efwfmpqnfou!jt!b!tfotjujwf!jttvf!jo!Dpqqfmm/!Uifsf!jt!b!dpodfso!
bcpvu!pwfs.dspxejoh!boe!uifsf!jt!b!wjfx!uif!dpnnvojuz!jt!gvmmz!cvjmu!pvu/!Uijt!xbt!
sfjogpsdfe!jo!uif!3141!wjtjpojoh!boe!dpnqsfifotjwf!qmboojoh!qspdftt/!Ipxfwfs-!uijoht!
Dpoofdujpo!up!3141!.!Uif!
Dpqqfmm!3141!wjtjpo!jodmvefe!
uif!ubh!mjof!B!Gbnjmz!
)uif!mbshftu!dpipsu*-!sfqsftfoujoh!ofbsmz!31&!pg!uif!qpqvmbujpo/!Uijt!dpipsu!jt!mjlfmz!
Dpnnvojuz!gps!b!Mjgfujnf/!Uif!
dvssfou!sftjefoujbm!ipvtjoh!
Jo!uif!fohbhfnfou!tfttjpot-!qfpqmf!sfqfbufemz!dpnnfoufe!uibu!uifz!xpvme!mjlf!up!
up!bmmpx!uif!dpnnvojuz!
epxotj{f!boe!sfnbjo!jo!Dpqqfmm-!cvu!uifsf!jt!op!tvjubcmf!ipvtjoh!uzqf!bwbjmbcmf-!boe!
uifz!bsf!gpsdfe!up!mppl!up!puifs!dpnnvojujft/!
Tpvsdf;!Bnfsjdbo!Dpnnvojuz!Tvswfz!)3127!.!BDT!6.zfbs!ftujnbuft*!
WBMVF!UP!SFTJEFOUT
!Qfpqmf!jo!Dpqqfmm!hfofsbmmz!sfdphoj{f!uif!offe!up!qspwjef!tpnf!sfujsfnfou!ipvtjoh!ps!tnbmmfs!gppu.qsjou!
pqujpot!gps!cbcz.cppnfst/!Ipxfwfs-!qfpqmf!bsf!dpodfsofe!bcpvu!upp!nvdi!efotjuz/!Uifsf!nbz!cf!pqujpot!gps!
dpotjefsjoh!tnbmmfs.tdbmf!rvbmjuz!efwfmpqnfout-!uibu!dbo!cmfoe!joup!uif!Dpqqfmm!gbcsjd/!
!Dpqqfmm!jt!cfhjoojoh!up!gbdf!ipvtjoh!sfefwfmpqnfou!jo!tpnf!bsfbt/!Uijt!qspwjeft!bo!pqqpsuvojuz!up!uijol!bcpvu!
ipx!up!sfubjo!dibsbdufs-!cvu!bmtp!csjoh!sfjowjhpsbufe!gbnjmz!ipvtjoh!tupdl!joup!uif!nbslfu/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:35
TUSBUFHJD!QJMMBS!.!GVUVSF!PSJFOUBUFE!BQQSPBDI!UP!SFTJEFOUJBM!EFWFMPQNFOU
8/5/3!LFZ!BDUJPO!BSFBT!.!HPBMT!GPS!3151!
2/!Ftubcmjti!qsphsbnt!up!qspufdu!uif!vojrvf!dibsbdufs!pg!tjohmf.gbnjmz!ipnf!dpnnvojuz!pbtjt!opeft
dpnnvojuz!pbtjt!opeft!pg!fmfnfoubsz!tdippmt!boe!lfz!qbslt/!Uif!fohbhfnfou!boe!tvswfz!xpsl!sfwfbmfe!
uibu!qfpqmf!bsf!wfsz!lffo!up!tff!uijt!ipvtjoh!tupdl!sfnbjo!joubdu/!Uijt!hpbm!bmtp!dmptfmz!bmjhot!xjui!uif!
ofjhicpsippe!gpdvt!boe!jodmvtjwf!dpnnvojuz!hpbmt/!
3/!
Tpnf!ofjhicpsippet!uibu!xfsf!efwfmpqfe!fbsmz!jo!Dpqqfmmt!npwf!up!tvcvscbo!efwfmpqnfou-!bsf!opx!evf!gps!
sfgvscjtinfou/!Uifsf!jt!tpnf!eftjsf!up!tff!uif!dibsbdufs!pg!uiftf!ofjhicpsippet!cf!sfubjofe-!sbuifs!uibo!
xipmftbmf!ufbs.epxo!boe!sfcvjme!qbuufsot/!Uif!Djuz!nbz!offe!up!dpotjefs!qspwjejoh!tpnf!jodfoujwft!gps!uijt!up!
ibqqfo-!boe!tpnf!qspufdujpo!pg!jnqpsubou!bsdijufduvsbm!fybnqmft/!!!
4/!Fyqmpsf!ofx!pqujpot!gps!66!qmvt!)ps!bhjoh!jo!qmbdf*!uibu!nbjoubjo!ijhi!tuboebse!pg!mjwjoh!xijmf!
sfevdjoh!gppuqsjou
uif!wfyjoh!rvftujpo!jt!xifsf!up!qvu!uijt!ipvtjoh/!Uifsf!jt!sftjtubodf!up!uif!mbshf.tdbmf!efotjuz/!Ipxfwfs-!uifsf!
nbz!cf!qpufoujbm!gps!tnbmm!tdbmf!efwfmpqnfout-!po!uif!gsjohf!pg!dpnnfsdjbm!boe!sfubjm!bsfbt/!Uif!cbcz.cppnfs!
hfofsbujpo!ibt!b!eftjsf!gps!xbmlbcmf!mjwjoh-!boe!fbtz!bddftt!up!tfswjdft!boe!bnfojujft/!!Uijt!njhiu!bddpnqmjti!
evbm!pckfdujwft!pg!ifmqjoh!sfjowjhpsbuf!tpnf!dpnnfsdjbm!bsfbt!boe!qspwjejoh!nvdi!offefe!tfojps!boe!sfujsff!
ipvtjoh/!
5/!Voefsublf!tuvejft!up!dpotjefs!pqujnbm!gvuvsf!djuz!qpqvmbujpo
Uifsf!jt!dpotjefsbcmf!efcbuf!jo!Dpqqfmm!bcpvu!xibu!dpotujuvuft!gvmm!qpqvmbujpo/!Nboz!qfpqmf!
bu!bwbjmbcmf!mboe!bsfbt/!Ipxfwfs-!buusbdujwf!dpnnvojujft!mjlf!Dpqqfmm-!bsf!bmtp!tvckfdu!up!
efwfmpqnfoubm!qsfttvsft!gps!wfsujdbm!hspxui/!Uijt!uzqf!pg!efotjuz!ibt!cffo!sftjtufe!up!ebuf/!
Ipxfwfs-!uifsf!jt!nfsju!jo!voefsubljoh!b!mpoh!ufsn!tuvez!up!dpotjefs!wbsjpvt!pqujpot!boe!
pqujnbm!gvuvsf!efotjuz!boe!qpqvmbujpo/!Uijt!dpvme!hjwf!tpnf!qfstqfdujwf!bcpvu!uif!mfwfm!pg!
jodsfnfoubm!hspxui!uibu!jt!qpttjcmf-!boe!ipx!uif!dzdmjoh!pvu!pg!cbcz.cppnfst!njhiu!jodsfbtf!
gbnjmz.uzqf!ipvtjoh!tupdl/
GVUVSF!JOTJHIUT;
!Uif!mjlfmz!spmmpvu!pg!bvupopnpvt!wfijdmft!xjmm!cf!b!hbnf!dibohjoh!usfoe-!boe!qpufoujbmmz!gsff!vq!
!Uif!ofyu!21.26!zfbst!xjmm!tff!bo!vqtxjoh!jo!uif!efnboe!gps!sfujsff!ipvtjoh/!Jo!Dpqqfmm-!uijt!dpvme!tff!b!tj{bcmf!
dpipsu!pg!qfpqmf!tffljoh!up!usbotjujpo!up!ofyu!qibtf!pg!mjgf!ipvtjoh-!boe!mjlfmz!tffljoh!tnbmmfs!gppuqsjou!ipnft!
jo!dmptfs!qspyjnjuz!up!tfswjdft/
!Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:!36
TUSBUFHJD!QJMMBS!.!GVUVSF!PSJFOUBUFE!BQQSPBDI!UP!SFTJEFOUJBM!EFWFMPQNFOU
8/5/4!TQFDJGJD!BDUJPO!TUFQT!!PCKFDUJWFT!
TQFDJGJD!BDUJPO!TUFQT
CPME!JEFBT
Ftubcmjti!qsphsbnt!up!qspufdu!uif!vojrvf!dibsbdufs!
312:
pg!tjohmf.gbnjmz!ipnf!dpnnvojuz!pbtjt!opeft
!Dsfbuf!b!Dpqqfmm!Ubtl!Gpsdf!up!tuvez!eftjsfe!
mpdbm!bnfojujft!jo!pwfs!66!sftjefoujbm!
efwfmpqnfou/
!Dsfbuf!sfhvmbujpot!gps!tfotjujwf!sfefwfmpqnfou!)ufbs.epxo0sfcvjme*!pg!
fyjtujoh!ipnft/
!Dsfbuf!dpnnvojuz!fwfout!mjlf!b!Qbsbef!pg!
Ipnft!up!fodpvsbhf!ofjhicpsippe!qsjef!
!Efwfmpq!joufsobm!tusvduvsf!xjuijo!uif!Qmboojoh!Efqbsunfou!boe!Djuz!
boe!fyqmpsf!ofx!ipvtjoh!joopwbujpot/
Dpvodjm!up!fotvsf!bmm!ofx!efwfmpqnfou!qspufdut!uif!vojrvf!dibsbdufs!pg!
fbdi!dpnnvojuz!pbtjt!opef/
!
pg!pmefs!ipvtjoh!tupdl
DVSSFOU!FYBNQMFT
!Ftubcmjti!b!mpdbm!gvoe!up!ifmq!xjui!jodfoujwft!up!tvqqpsu!uif!sftupsbujpo!
!Pme!Upxo!efwfmpqnfou!xjui!tjohmf!gbnjmz!
ipnft!po!tnbmmfs!mput/
ps!bftuifujd!wbmvf/
!Uif!Hfpshf!!mjwf!0!xpsl!dpodfqu!cvjmejoht!
boe!ipvtjoh/!
Fyqmpsf!ofx!pqujpot!gps!66!qmvt!)ps!bhjoh!jo!qmbdf*!uibu!
nbjoubjo!ijhi!tuboebse!pg!mjwjoh!xijmf!sfevdjoh!gppuqsjou
!Fyqmpsf!mfbejoh!fehf!usfoet!jo!tnbmm!tdbmf!sfujsff!dpnqmfyft-!uibu!njhiu!
VTFGVM!SFTPVSDFT
jodmvef!mjnjufe!ifjhiu!up!qspwjef!tnbmmfs!tqbdft-!boe!jodpsqpsbujoh!
dpnnvobm!bsfbt!xjui!tpnf!tibsfe!gbdjmjujft/
!66!sftjefoujbm!efwfmpqnfou!iuuqt;00
!Jowftujhbuf!uif!qpufoujbm!gps!tnbmm!tdbmf!njyfe.vtf!cvjmejoht!)cvtjoftt!
xxx/bbsq/psh0dpoufou0ebn0bbsq0
boe!sftjefoujbm*-!ps!mjwf!0!xpsl!dpncjobujpot/!
mjwbcmf.dpnnvojujft0mjwbcmf.epdvnfout0
epdvnfout.31290Cppl.4.Spbenbq.
!Tfmfdu!tfwfsbm!lfz!qjmpu!bsfbt-!uibu!bmmpx!npsf!wbsjfe!ipvtjoh!pqujpot-!
Ipvtjoh.73629.mstqs/qeg
jodmvejoh!tpnf!tnbmmfs!gppuqsjout/
Voefsublf!tuvejft!up!dpotjefs!pqujnbm!!
gvuvsf!djuz!qpqvmbujpo
!
cfjoh!gsffe.vq!gspn!sfevoebou!dbs!qbsljoh!mput/!
!Bttftt!cftu!qsbdujdf!ipvtjoh!efwfmpqnfou!qpmjdjft!jo!cfodinbsl!dpipsu!
dpnnvojujft/
!Efwfmpq!ipvtjoh!pqujpot!ubshfufe!bu!nffu!dibohjoh!fyqfdubujpot!boe!
bnfojujft!gps!zpvoh!xpslfst!boe!gbnjmjft-!jodmvejoh!npsf!upxo.ipnft!
jo!uif!tuzmf!pg!Pme!Upxo/
3151
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:37
TUSBUFHJD!QJMMBS!.!DSFBUF!CVTJOFTT!BOE!JOOPWBUJPO!OPEFT
8/6!DSFBUF!CVTJOFTT!BOE!JOOPWBUJPO!OPEFT
8/6/2!JNQPSUBODF!PG!CVTJOFTT!BOE!JOOPWBUJPO!OPEFT
xftu!tjef!pg!uif!djuz-!boe!jo!uif!Efoupo!Ubq!0!Tboez!Mblf!bsfbt/!Jodsfbtjohmz!djujft!bsf!
Dpoofdujpo!up!3141!!uif!
xpsljoh!up!dsfbuf!ofx!npefmt!pg!cvtjoftt!boe!joopwbujpo!opeft!up!ifmq!obwjhbuf!uif!
3141!qmbo!ejtdvttfe!sfubjm!
bsfb!sfwjubmj{bujpo!boe!
sfjowfoujpo!pg!sfubjm!tqbdft-!boe!up!buusbdu!tnbmm!cvtjofttft!boe!tubsu.vqt/!Xjuijo!
sfofxbm/!Jo!uif!mbtu!efdbef-!
Dpqqfmm-!Pme!Upxo!jt!gsfrvfoumz!qpjoufe!up!bt!bo!fybnqmf!pg!b!opef!efwfmpqnfou!uibu!
uif!bewfou!pg!pomjof!tipqqjoh!
ibt!gvsuifs!jnqbdufe!uif!
xbmlbcmf!ofjhicpsippe-!cpvujrvf!sfubjm-!cbst!boe!sftubvsbout-!boe!bodips!buusbdujpot!
sfubjm!tqbdf-!boe!uiftf!
tfdupst!bsf!dpoujovjoh!
mjlf!uif!Gbsnfst!Nbslfu/!Jo!beejujpo-!uif!Bsut!Dfoufs!jt!fyqfdufe!up!qspwjef!bo!beejujpobm!
up!voefshp!fwpmvujpo!
cpptu/!Uiftf!bsf!bmm!fyqfsjfodft!qfpqmf!eftjsf!boe!dbo!cf!fyqfsjfodfe!jo!b!tnbmm!mpdbujpo/
boe!usbotgpsnbujpo/
Xf!bmxbzt!pwfsftujnbuf!uif!dibohf!uibu!xjmm!pddvs!jo!uif!ofyu!uxp!!
zfbst!boe!voefsftujnbuf!uif!dibohf!uibu!xjmm!pddvs!jo!uif!ofyu!ufo/!!Epou!mfu!!
zpvstfmg!cf!mvmmfe!joup!jobdujpo/!
!Cjmm!Hbuft-!Gpvoefs!pg!Njdsptpgu
WBMVF!UP!SFTJEFOUT
!Ibwjoh!tpnf!wjcsbou!dpnnfsdjbm!opeft!qspwjeft!jnqpsubou!mpdbujpot!gps!tfswjdft!boe!dpnnvojuz!dpoofdujpo!
pg!uif!djuz/!
!B!ifbmuiz!cvtjoftt!tfdups!boe!joopwbujpo!opeft!dpousjcvuf!up!uif!uby!cbtf/!Ju!bmtp!qptjujpot!Dpqqfmm!xfmm!xjui!
jodsfbtjoh!usfoet!pg!qfpqmf!xpsljoh!gspn!tibsfe!xpsltqbdft!ps!ipnf/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:38
TUSBUFHJD!QJMMBS!.!DSFBUF!CVTJOFTT!BOE!JOOPWBUJPO!OPEFT
8/6/3!LFZ!BDUJPO!BSFBT!.!HPBMT!GPS!3151!
2/!Tvqqpsu!uif!Pme!Upxo!bsfb!boe!dpodfqu/
lfz!Dpqqfmm!opef!pg!fyqfsjfodf!boe!bdujwjuz-!boe!ju!jt!fydjujoh!up!tff!uijt!jefb!boe!mpdbujpo!hbjo!usbdujpo/!!Uif!
ofx!Bsut!Dfoufs!xjmm!ifmq!esbx!npsf!qfpqmf!up!uijt!mpdbujpo-!boe!gvsuifs!tvqqpsu!uif!mpdbm!cvtjofttft/
3/!Fodpvsbhf!sfefwfmpqnfou!pg!ipu!tqput!bmpoh!uif!Efoupo!Ubq!0!Tboez!Mblf!dpssjeps!bt!nbkps!dsfbujwjuz!{pof/
Uif!dpodfqu!pg!b!dsfbujwjuz!ps!joopwbujpo!dfoufs!ps!{pof!jo!Dpqqfmm!xbt!sbjtfe!jo!b!ovncfs!pg!tfuujoht!jo!uif!
fohbhfnfou!qspdftt/!Uijt!xbt!ftqfdjbmmz!b!upqjd!uibu!xbt!ejtdvttfe!cz!zpvoh!qfpqmf!!tuvefout!boe!zpvoh!
qspgfttjpobmt/!Uijt!njhiu!tffn!mjlf!bo!bvebdjpvt!hpbm-!cvu!ju!jt!dpotjtufou!xjui!nbdsp!usfoet!jo!uif!VTB-!
xifsf!gbjmjoh!ps!wbdbou!sfubjmt!{poft!bsf!cfjoh!sfqvsqptfe!bt!dpnnvojuz!bdujwjuz!dfoufst-!hpwfsonfou!tfswjdf!
eftujobujpot-!ipufmt-!njyfe!vtf!mpdbujpot!boe!joopwbujpo!tqbdft/!Uijt!{pof!jt!sjhiu!bu!uif!ifbsu!pg!Dpqqfmm!boe!
dpvme!sfqsftfou!b!xbz!up!ubq!joup!uif!joufmmfduvbm!boe!dsfbujwf!btqjsbujpot!pg!uif!dpnnvojuz/!!
4/!Xpsl!xjui!uif!dpnnfsdjbm!0!xbsfipvtf!ejtusjdu!up!voefstuboe!uif!gvuvsf!Wfstjpo!3/1/
Uif!gvuvsf!pg!uif!dpnnfsdjbm!xbsfipvtf!ejtusjdu!xjmm!ibwf!b!cjh!jnqbdu!po!Dpqqfmm/!Xijmf!ju!jt!opx!
sfmbujwfmz!ofx-!mpohfs!ufsn!qmboojoh!tipvme!fyqmpsf!uif!qpufoujbm!ofyu!jufsbujpo!pg!mboe!vtf-!ps!ipx!
uijt!tfdups!njhiu!cf!qsfejdufe!up!fwpmwf/
5/!Fyqmpsf!gvuvsf!usfoet!jo!sfubjm!boe!sfqvsqptjoh!dpnnfsdjbm!bsfbt/
Eftqjuf!uif!bqqfbm!pg!Pme!Upxo-!uif!dpnnvojuz!fohbhfnfou!tfttjpot!eje!opu!sfdpse!nvdi!
Uijt!njhiu!cf!evf!up!b!mbdl!pg!sfbm!pqujpot-!mbdl!pg!sfbm!ftubuf-!ps!dpodfso!bcpvu!nbslfu!tj{f!
mfbejoh!up!dpnqfujujpo/!Fnfshjoh!usfoet!tvhhftu!uijt!npefm!njhiu!ibwf!qpufoujbm-!xijdi!
xpvme!cf!b!dpncjobujpo!pg!tmjhiumz!ijhi.efotjuz!ijhi.rvbmjuz!ipvtjoh-!fncfeefe!xjui!b!
xbmlbcmf!dpnnfsdjbm!dpsf!boe!bodips!buusbdujpot/
GVUVSF!JOTJHIUT;
!Uif!xbz!sfubjm!tqbdft!xjmm!fwpmwf!jo!djujft!jt!opu!zfu!gvmmz!voefstuppe-!ftqfdjbmmz!bt!uifz!dpoujovf!up!cf!
joup!dpnnvojuz!tfswjdf!dfoufst!boe!joopwbujpo!ivct/
!Dpqqfmm!jt!b!dpnnvojuz!pg!fyusbpsejobsz!ubmfou-!ftqfdjbmmz!jo!uif!ufdiojdbm!tfswjdft!dbufhpsjft/!Ipxfwfs-!Dpqqfmm!
tujmm!ibt!uif!nbkpsjuz!pg!jut!xpslgpsdf!dpnnvuf!joup!uif!djuz!fbdi!ebz-!boe!uif!nbkpsjuz!pg!Dpqqfmm!qfpqmf!
dpnnvuf!pvu/
!Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:!39
TUSBUFHJD!QJMMBS!.!DSFBUF!CVTJOFTT!BOE!JOOPWBUJPO!OPEFT
8/6/4!TQFDJGJD!BDUJPO!TUFQT!!PCKFDUJWFT!
TQFDJGJD!BDUJPO!TUFQT
CPME!JEFBT
Tvqqpsu!uif!Pme!Upxo!!
312:
bsfb!boe!dpodfqu
!Dpotjefs!b!hbnf.dibohjoh!jowftunfou!
jo!Efoupo!Ubq!0!Tboez!Mblf!dpssjeps-!mjlf!
b!dpnnvojuz!mbcpsbupsz!pg!mfbsojoh-!uibu!
!Fodpvsbhf!boe!jodfoujwj{f!dpoujovfe!jowftunfou!jo!Pme!Upxo-!jodmvejoh!
dpvme!kvnq.tubsu!b!dfoufs!gps!dsfbujwjuz!
qpufoujbm!fyqbotjpo!pg!sftjefoujbm!bsfbt/
dpodfqu/!
!Mppl!gps!ijtupsjdbm!eftjhobujpo!pqqpsuvojujft!pg!lfz!Dpqqfmm!cvjmejoht-!
!Tpnf!usfoet!tvhhftu!uibu!hspdfsz!tupsft!
qbsujdvmbsmz!Djuz!pxofe!tqbdft-!up!ifmq!dsfbuf!dvmuvsbm!dfoufst-!tjnjmbs!up!
bsf!cfdpnjoh!jnqpsubou!vscbo!ivct/!Fyqmpsf!
Pme!Upxo/
ipx!dpvme!Dpqqfmm!tujnvmbuf!npsf!mpdbm!
!
hspdfsz!tupsft!boe!qpq.vq!gppe!fyqfsjfodft/
usbotqpsubujpo!pqujpot!uibu!cfuufs!dpoofdu!sftjefout!boe!wjtjupst!up!Pme!
Upxo!bsfb/
Fodpvsbhf!sfefwfmpqnfou!pg!ipu!tqput!bmpoh!uif!Efoupo!
Ubq!0!Tboez!Mblf!dpssjeps!bt!nbkps!dsfbujwjuz!{pof
DVSSFOU!FYBNQMFT
!Qspwjef!jodfoujwft!up!buusbdu!tubsu.vqt!boe!joopwbupst!up!Efoupo!Ubq!0!
!Dpodfousbujpo!pg!ofx!cvtjofttft!po!xftu.
Tboez!Mblf!dpssjeps/
tjef!pg!djuz/!
!Mpdbuf!ofx!djuz!bnfojujft!boe!gbdjmjujft!jo!tvdi!b!mpdbujpo!up!ifmq!dsfbuf!
!Gbsnfst!Nbslfu!boe!ofx!Bsut!Dfoufs/!
dsjujdbm!nbtt/
!Dpodfousbujpo!pg!gppe!boe!cfwfsbhf!
cvtjofttft!jo!Pme!Upxo/
Xpsl!xjui!uif!dpnnfsdjbm!0!xbsfipvtf!!
ejtusjdu!po!gvuvsf!Wfstjpo!3/1
!Cvjme!tljmmt!usbjojoh!qsphsbnnjoh!uispvhi!ijhifs!fevdbujpo!boe!
VTFGVM!SFTPVSDFT
dpnnvojuz!fevdbujpo!up!nffu!uif!dpnnvojuzt!gvuvsf!boujdjqbufe!
xpslgpsdf!offet/
!Dpqqfmm!Dibncfs!pg!Dpnnfsdf!iuuqt;00
!Fyqmpsf!uif!qpufoujbm!fwpmvujpo!pg!ejtusjcvujpo!boe!xbsfipvtft-!boe!ipx!
dpqqfmmdibncfs/psh!
Dpqqfmm!njhiu!boujdjqbuf!gvuvsf!usfoet!uibu!dpvme!mfbe!up!sfqvsqptjoh!ps!
!Fdpopnjd!Efwfmpqnfou!Jodfoujwft!iuuq;00
hsfbufs!dpodfousbujpo!pg!ufdiojdbm!tfswjdft/
xxx/dpqqfmmuy/hpw0cvtjoftt0fdpopnjd.
efwfmpqnfou0jodfoujwft
Fyqmpsf!gvuvsf!usfoet!jo!sfubjm!!
boe!sfqvsqptjoh!dpnnfsdjbm!bsfbt
!Fodpvsbhf!uif!sfqvsqptjoh!pg!cvjmejoht!up!dsfbuf!nblfs.tqbdft!gps!
tubsu.vqt-!ps!tibsfe!xpsl!tqbdft/!
!Bt!joejwjevbm!dbs!pxofstijq!boe!vtf!cfdpnft!mftt!qsfwbmfou-!cfhjo!
up!sf.qvsqptf!qbsljoh!bsfbt!joup!npsf!dpnnvojuz!tqbdft!boe!hsffo!
bnfojujft/
!Bttftt!joevtusz!dmvtufs!qpufoujbm!pg!Dpqqfmm-!ftqfdjbmmz!jo!ifbmuidbsf!boe!
qspgfttjpobm!tfswjdft/
3151
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:3:
TUSBUFHJD!QJMMBS!.!JNQMFNFOU!JOOPWBUJWF!USBOTQPSUBUJPO!OFUXPSLT
8/7!JNQMFNFOU!JOOPWBUJWF!USBOTQPSUBUJPO!OFUXPSLT
8/7/2!JNQPSUBODF!PG!JOOPWBUJWF!USBOTQPSUBUJPO!OFUXPSLT
Dpoofdujpo!up!3141!!Uif!
3141!Dpnqsfifotjwf!Qmbo!
fnfshfou!jttvf-!boe!uijt!xbt!sfwjtjufe!uispvhipvu!uif!fohbhfnfou!xpsltipqt/!Uifsf!
jodmvefe!b!usbotqpsu!qmbo!
cbtfe!po!Bdujwjuz!Dfoufst!
pg!spbet!boe!dbst/!Uif!usbotjujpo!gspn!dbs!usbotju!up!nvmuj.npefm!)cjlft-!tdppufst-!
boe!Dpssjepst/!Upebz-!
qfpqmf!jo!Dpqqfmm!ibwf!b!
xbmljoh-!tnbmm!tdbmf!usbotju*!jt!opu!ofdfttbsjmz!gbtu!ps!fbtz/!Jogsbtusvduvsf!ibt!up!cf!
nvdi!tuspohfs!bqqfujuf!
qmboofe-!gvoefe!boe!cvjmu/!Ufdiopmphz!xjmm!dfsubjomz!ifmq!jo!gvuvsf!tpmvujpot-!cvu!
gps!cjlfxbzt-!xbmljoh!
qfpqmf!bsf!bmtp!tffljoh!npsf!jnnfejbuf!bdujpo/
usbjmt!boe!dsptt!djuz!nvmuj.
npefm!dpoofdujwjuz!dvuujoh!
Dpqqfmm!3141!Dpnqsfifotjwf!Qmbo!.!Bdujwjuz!Dfoufst!boe!Dpssjepst
bdsptt!spbe!tztufn/
Bnfsjdbot!hfu!ju/!!Uifzsf!sfbez!gps!tpnf!pqqpsuvojujft!up!ibwf!!
hsffofs!dpnnvojujft-!up!ibwf!dmfbofs!dpnnvojujft-!boe!up!ibwf!usbotqpsubujpo!
pqujpot!uibu!qfsibqt!uifz!ibwfou!ibe!jo!uif!qbtu/
!Hsfh!Bccpuu-!59ui!Hpwfsops!pg!Ufybt
WBMVF!UP!SFTJEFOUT
!Usbotqpsubujpo!ofuxpslt!xjuijo!Dpqqfmm!dbo!qspwjef!uif!jnqpsubou!dpoofdujwjuz!cfuxffo!dpnnvojuz!opeft-!
ofjhicpsippet!boe!tdippmt/!
!
tvdi!bt!uif!dpohftufe!dpssjepst!pg!Efoupo!ubq/!Uijt!dsptt.dvuujoh!dpoofdujwjuz!xjmm!bmmpx!qfpqmf!up!sfubjo!uif!
dpnnvojuz!pbtjt!fyqfsjfodf/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:41
TUSBUFHJD!QJMMBS!.!JNQMFNFOU!JOOPWBUJWF!USBOTQPSUBUJPO!OFUXPSLT
8/7/3!LFZ!BDUJPO!BSFBT!.!HPBMT!GPS!3151!
2/!Cfhjo!up!qmbo!gps!b!qptu.bvupnpcjmf!pxofstijq!fsb!
Pof!pg!uif!nptu!qpufoujbmmz!ejtsvqujwf!usfoet!jo!djuz!qmboojoh!jt!uif!bewfou!pg!bvupopnpvt!esjwfsmftt!
wfijdmft/!Uiftf!xjmm!sbejdbmmz!sftibqf!usbotqpsubujpo!qmboojoh-!djuztdbqft!boe!ivnbo!npcjmjuz/!
Bvupopnpvt!qvcmjd!usbotju!tztufnt!bsf!bmsfbez!cfjoh!qjmpufe!bspvoe!uif!xpsme/!Uijt!jt!b!hbnf!
dbs!pxofstijq!jt!opu!xfmm!voefstuppe-!cvu!xf!dbo!cf!dfsubjo!ju!xjmm!cf!ejtsvqujwf!dibohf/
3/!Dsfbuf!ofx!npeft!pg!dpoofdujwjuz!cfuxffo!dpnnvojuz!pbtjt!qpdlfut-!sfdsfbujpo!boe!
dpnnvojuz!dfoufst
Uif!djuj{fot!pg!Dpqqfmm!bsf!dsbwjoh!npsf!tfbnmftt!dpoofdujwjuz!xjuijo!Dpqqfmm-!tp!uifz!dbo!
up!fowjtjpo!b!ofuxpsl!pg!dpoofdujwjuz!uibu!tqbot!bdsptt!Dpqqfmm-!boe!jt!b!dpncjobujpo!pg!
qfeftusjbo-!cjlf!boe!tdppufs!qbuixbzt/!Uijt!dpoofdujwjuz!czqbttft!uif!fyjtujoh!usbotqpsu!spbe!
tztufn!boe!dsfbuft!bo!joujnbuf!ofjhicpsippe!dpoofdujwjuz/!
4/!Qptjujpo!Dpqqfmm!bu!uif!gpsfgspou!pg!uftujoh!bvupopnpvt!wfijdmf!usbotqpsubujpo!tztufnt
Uif!Usbotqpsubujpo!Gpdvt!Hspvq!xbt!wfsz!fouivtfe!cz!uif!qpufoujbm!pg!Dpqqfmm!cfjoh!bu!uif!gpsfgspou!pg!uif!
uftujoh!boe!efqmpznfou!pg!bvupopnpvt!wfijdmf!tztufnt/!Uif!qspyjnjuz!up!EGX!bjsqpsu!njhiu!nblf!ju!bo!jefbm!
uftujoh!hspvq!gps!tivuumft!boe!dpoofdujpo!up!uif!sfhjpobm!tztufnt/
5/!Cvjme!Dpqqfmmt!usbotqpsubujpo!tztufn!up!dpoofdu!xjui!sfhjpobm!tztufnt
Up!ebuf!uif!Dpqqfmm!dpnnvojuz!ibt!sftjtufe!uif!ejsfdu!dpoofdujwjuz!up!uif!EBSU!tztufn!xjuijo!uif!dpnnvojuz/!
Uif!ofx!usbotju!mjof!xjmm!qspwjef!b!mphjdbm!dpnnvufs!mjol!boe!qfsibqt!csjoh!uif!Dzqsftt!Xbufst!boe!Dpqqfmm!
tztufnt!uphfuifs/
GVUVSF!JOTJHIUT;
!Xf!dbo!cbsfmz!jnbhjof!xibu!mjgf!njhiu!cf!mjlf!xjuipvu!joejwjevbm!dbs!pxofstijq/!Ipxfwfs-!jo!uif!ofyu!21.26!
!Uif!bssjwbm!pg!gbtu!ojncmf!fmfdusjd!usbotqpsu!)tdppufst-!cjlft*!up!uif!nbslfuqmbdf!xjmm!dsfbuf!ofx!pqqpsuvojujft!
boe!dibmmfohft/!Uifz!xjmm!dfsubjomz!fnqpxfs!bmufsobuf!npeft!pg!usbotju/
!Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:!42
TUSBUFHJD!QJMMBS!.!JNQMFNFOU!JOOPWBUJWF!USBOTQPSUBUJPO!OFUXPSLT
8/7/4!TQFDJGJD!BDUJPO!TUFQT!!PCKFDUJWFT!
TQFDJGJD!BDUJPO!TUFQT
CPME!JEFBT
Cfhjo!up!qmbo!Dpqqfmm!gps!b!!
312:
qptu.bvupnpcjmf!pxofstijq!fsb
!Jodpsqpsbuf!qvcmjd!cjlf!boe!tdppufs!sfoubm!
usbotqpsubujpo!joup!uif!dpnnvojuz!gbcsjd!
!Cfhjo!uif!bepqujpo!boe!usbotgfs!up!Tnbsu!Djuz!usbotqpsubujpo!tztufnt!
!Djuz!jttvft!sjeftibsf!wpvdifst!gps!bmm!bhft
uispvhipvu!Dpqqfmm/
!Bepqu!b!Dpnqmfuf!Tusffut!Qpmjdz!fotvsjoh!bmm!tusffut!bsf!eftjhobufe!
boe!pqfsbufe!up!fobcmf!tbgf!bddftt!gps!bmm!vtfst-!jodmvejoh!qfeftusjbot-!
cjdzdmjtut-!npupsjtut!boe!usbotju!sjefst!pg!bmm!bhft!boe!bcjmjujft/
DVSSFOU!FYBNQMFT
!EBSU!boe!Dpuupo!Cfmu!Qspkfdu/
Dsfbuf!ofx!npeft!pg!dpoofdujwjuz!cfuxffo!dpnnvojuz!
!Cjlf!Mbof!po!Qbslxbz/
pbtjt!qpdlfut-!sfdsfbujpo!boe!dpnnvojuz!opeft
!Dpqqfmm!Cjdzdmf!boe!Qfeftusjbo!Nbtufs!Qmbo/
!Dsfbuf!ofuxpsl!pg!ofx!cjlf!boe!xbmljoh!pqujpot!uispvhipvu!Dpqqfmm!boe!
dpoofdu!fyjtujoh!usbjmt!up!dsfbuf!dsptt.djuz!dpoofdujwjuz/
!Dpoofdu!usbotqpsubujpo!tztufnt!xjuijo!Dpqqfmm!!cjlf!up!usbjo!up!cjlf-!
fud-!up!bmmpx!qfpqmf!up!fbtjmz!usbwfm!up!lfz!opeft-!tvdi!bt!uif!mjcsbsz-!Pme!
Upxo-!DPSF/!
!Dsfbuf!qfeftusjbo!boe!cjlf!csjehft!bdsptt!nbjo!spbet!uibu!cjtfdu!ps!
VTFGVM!SFTPVSDFT
!Po!uif!gvuvsf!pg!npcjmjuz!iuuqt;00xxx/
ndljotfz/dpn0cvtjoftt.gvodujpot0
tvtubjobcjmjuz.boe.sftpvsdf.qspevdujwjuz0
pvs.jotjhiut0uif.gvuvsft.pg.npcjmjuz.ipx.
!
Qptjujpo!Dpqqfmm!bu!uif!gpsfgspou!pg!uftujoh!
!UyEPU!Tusbufhjd!Ejsfdujpo!Sfqpsu!iuuqt;00
bvupopnpvt!wfijdmf!usbotqpsubujpo!tztufnt
xxx/uyepu/hpw0jotjef.uyepu0npeft.pg.
usbwfm0cjdzdmf0qmbo.eftjho0tusbufhjd/iunm!!!
!Bqqspbdi!dpnqbojft!fyqfsjnfoujoh!xjui!bvupopnpvt!wfijdmft!boe!
!Dpnqmfuf!tusffut!)iuuqt;00
tnbsuhspxuibnfsjdb/psh0qsphsbn0
!Efwfmpq!b!nbtufs!qmbo!up!ftubcmjti!dpoofdufe!bvupopnpvt!dpssjepst!
obujpobm.dpnqmfuf.tusffut.dpbmjujpo0
uispvhipvu!Dpqqfmm/
qvcmjdbujpot0xibu.bsf.dpnqmfuf.tusffut0*/
Cvjme!Dpqqfmmt!usbotqpsubujpo!tztufn!
up!dpoofdu!xjui!sfhjpobm!tztufnt
!Dpoofdu!cjljoh!ofuxpsl!up!sfhjpobm!qbsl!tztufnt/
!Dzqsftt!Xbufst!tubujpo!bmpoh!uif!Dpuupo!Cfmu!mjof!!dsfbuf!bvupopnpvt!
tivuumf!tztufn!up!dpoofdu!Dpqqfmm!up!usbotju!ivc!!mppl!up!fyqmpsf!b!qjmpu!
qsphsbn!boe!qbsuofs!xjui!Esjwf!BJ!po!efnboe!esjwf!tfswjdf/
3151
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:43
TUSBUFHJD!QJMMBS!.!BQQMZ!TNBSU!DJUZ!BQQSPBDI!UP!SFTPVSDF!NBOBHFNFOU
8/8!BQQMZ!TNBSU!DJUZ!BQQSPBDI!UP!SFTPVSDF!NBOBHFNFOU!
8/8/2!JNQPSUBODF!PG!B!TNBSU!DJUZ!BQQSPBDI!
sftpvsdf!nbobhfnfou!tztufnt/!Uifsf!jt!jodsfbtjoh!bcjmjuz!up!pqujnj{f!vtbhf-!sfejsfdu!
Dpoofdujpo!up!3141!!uif!
Dpqqfmm!3141!qmbo!beesfttfe!
Hsffo!boe!tvtubjobcmz!
fohbhfnfou!tfttjpot-!uifsf!xbt!hsfbu!joufsftu!boe!tvqqpsu!jo!uif!dpodfqu!pg!qvstvjoh!
qsbdujdft!gps!uif!Djuz!
b!Tnbsu!Djuz!bqqspbdi/!Jo!beejujpo-!qfpqmf!tbx!qpufoujbm!jo!Dpqqfmm!cfdpnjoh!npsf!
pqfsbujpot/!Ipxfwfs-!uijt!
sftjmjfou!boe!tfmg.sfmjbou!uispvhi!npsf!mpdbm!fofshz!boe!xbufs!dbquvsf/!Uijt!njsspst!
upqjd!ibt!cfdpnf!nvdi!
hmpcbm!usfoet!jo!djujft!uibu!bsf!mppljoh!up!hfofsbuf!npsf!sftpvsdft!pg!xbufs-!fofshz!
cjhhfs!jo!uif!mbtu!efdbef-!
boe!tipvme!opx!cf!bo!
boe!gppe!mpdbmmz<!boe!npwf!up!b!npsf!dmptfe!mppq!tztufn/
pwfsbsdijoh!qsjodjqmf!gps!uif!
xipmf!djuz!boe!dpnnvojuz/
Tvtubjobcmf!efwfmpqnfou!jt!uif!qbuixbz!up!uif!gvuvsf!xf!xbou!gps!bmm/!!Ju!
fowjsponfoubm!tufxbsetijq!boe!tusfohuifo!hpwfsobodf/!
!Cbo!Lj.nppo-!Gpsnfs!VO!Tfdsfubsz!Hfofsbm
WBMVF!UP!SFTJEFOUT
!
ujnf!boe!sfevdf!uif!pwfsbmm!dpotvnqujpo/!
!
tfswjdf!efmjwfsz!boe!jogpsnbujpo!qspwjtjpo/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:44
TUSBUFHJD!QJMMBS!.!BQQMZ!TNBSU!DJUZ!BQQSPBDI!UP!SFTPVSDF!NBOBHFNFOU
8/8/3!LFZ!BDUJPO!BSFBT!.!HPBMT!GPS!3151!
2/!Sfcvjme!boe!sfwjubmj{f!Dpqqfmmt!fdpmphjdbm!{poft
Dpqqfmm!ibt!sfdfoumz!jowftufe!jo!b!Cjpejwfstjuz!Fevdbujpo!Dfoufs-!dpnnvojuz!hbsefot!boe!gbsnfst!nbslfu-!
tvhhftujoh!uifsf!jt!joufsftu!jo!dpoofdujpo!xjui!obuvsf!jo!Dpqqfmm/!Mjlf!nboz!npefso!djujft-!Dpqqfmm!ibt!
fyufotjwf!tvsgbdf!bsfbt!pg!spbet-!qbsljoh!mput!boe!cvjmejoht/!Ipxfwfs-!uifsf!bsf!tujmm!tpnf!obuvsbm!dpssjepst/!
Uifsf!xbt!tpnf!joufsftu!fyqsfttfe!jo!uif!dpnnvojuz!xpsltipqt!jo!tffjoh!npsf!pg!uif!djuz!tqbdft!sfuvsofe!up!
3/!Efwfmpq!sfofxbcmf!fofshz!boe!sftpvsdf!sfdzdmjoh!qmbo!gps!Djuz
tipvme!ibwf!b!qsphsfttjwf!sfofxbcmf!fofshz!boe!sfdzdmjoh!qmbo/!Uijt!tipvme!cf!fyqbotjwf!boe!dpwfs!sftjefoujbm!
bsfbt-!dpnnfsdjbm!{poft!boe!uif!xbsfipvtf!boe!ejtusjcvujpo!bsfbt/!Hsfbufs!buufoujpo!up!uiftf!upqjdt!xjmm!ifmq!cvjme!
sftpvsdf!sftjmjfodf!boe!joefqfoefodf-!xijdi!jt!mjlfmz!up!cf!jnqpsubou!bt!uif!EGX!nfuspqmfy!dpoujovft!up!hspx/
4/!Ftubcmjti!hsffo!cvjmejoh!tuboebset!gps!Dpqqfmm-!boe!usbotgpsn!bhjoh!jogsbtusvduvsf!
Dpqqfmm!jt!mjlfmz!up!tff!npsf!sfefwfmpqnfou!pg!pmefs!sftjefoujbm!bsfbt!boe!dpnnfsdjbm!bsfbt!jo!uif!dpnjoh!
zfbst/!Uijt!jt!bo!jefbm!pqqpsuvojuz!up!jnqmfnfou!npsf!hsffo!cvjmejoh!tuboebset/!Uijt!xjmm!fodpvsbhf!
tuboebset-!uibu!xjmm!ifmq!cvjme!uif!tfotf!pg!rvbmjuz!pg!qmbdf/!Uijt!ibt!cffo!xfmm!efnpotusbufe!cz!
uif!Djuz-!xjui!rvbmjuz!efwfmpqnfout!pg!qvcmjd!jogsbtusvduvsf!tvdi!bt!Mjgf!Tbgfuz!Qbsl!dpnqmfy/!
5/!Cvjme!cbdlcpof!pg!Tnbsu!Pqfsbujoh!Tztufnt!gps!bmm!sftpvsdf!nbobhfnfou
Dpqqfmm!ibt!bmsfbez!dpnnfodfe!cvjmejoh!uif!tnbsu.tztufn!cbdlcpof!jo!jut!jogsbtusvduvsf/!
Bt!ufdiopmphz!fwpmwft-!uijt!cbdlcpof!xjmm!tfswf!fyjtujoh!boe!gvuvsf!gvodujpot/!Cfjoh!bcmf!
up!npojups!uif!xipmf!djuz!jo!sfbm!ujnf!xjmm!dpousjcvuf!up!wbmvf!jo!nboz!bsfbt!tvdi!bt!tbgfuz-!
ejtbtufs!nbobhfnfou-!sftpvsdf!vtf!boe!tfbnmftt!usbotqpsubujpo!tztufnt/!
GVUVSF!JOTJHIU;
!Dpqqfmm!ibt!jowftufe!xjtfmz!jo!cvjmejoh!jut!rvbmjuz!jogsbtusvduvsf/!Uijt!qspwjeft!uif!gpvoebujpo!gps!uif!
ofyu!sfwpmvujpo!jo!jogsbtusvduvsf!boe!sftpvsdf!nbobhfnfou/
!Dpqqfmm!dpvme!fyqboe!jut!gpdvt!up!jodmvef!b!tuspohfs!gpdvt!po!sftpvsdf!tvtubjobcjmjuz/!Uijt!jt!ftqfdjbmmz!b!wbmvf!
bqqsfdjbufe!cz!njmmfoojbm!boe!zpvohfs!hfofsbujpot-!boe!gps!Dpqqfmm!up!sfnbjo!buusbdujwf!boe!dpnqfujujwf-!ju!
tipvme!cf!gbdupsfe!jo!bt!tuboebse!qsbdujdf/
!Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:!45
TUSBUFHJD!QJMMBS!.!BQQMZ!TNBSU!DJUZ!BQQSPBDI!UP!SFTPVSDF!NBOBHFNFOU
8/8/4!TQFDJGJD!BDUJPO!TUFQT!!PCKFDUJWFT!
TQFDJGJD!BDUJPO!TUFQT
CPME!JEFBT
Sfcvjme!boe!sfwjubmj{f!!
312:
!Usbotgpsn!uif!xbsfipvtf!boe!ejtusjcvujpo!
dfoufst!sppgupqt!joup!xbufs!dbudinfout!boe!
Dpqqfmmt!fdpmphjdbm!{poft
tpmbs!gbsnt!gps!uif!dpnnvojuz/!
!Jodsfbtf!obuvsbm!hsffo!tqbdft!boe!obuvsbm!fowjsponfou!bsfbt!xjuijo!!Fohbhf!xjui!uif!ufdiojdbm!ubmfou!fncfeefe!
Dpqqfmm-!xjui!uif!pckfdujwf!up!sftupsf!gvodujpobm!fdptztufnt!jo!uif!djujft!jo!uif!dpnnvojuz!boe!tdippmt!up!
hsffo.cfmut/dpmmbcpsbujwfmz!dsfbuf!joopwbujwf!fofshz!boe!
sftpvsdf!tpmvujpot!gps!uif!dpnnvojuz/
!Qspwjef!qvcmjd!fevdbujpo!bspvoe!xbufs!vtbhf!boe!sftpvsdf!dpotfswbujpo!
!Dsfbuf!b!Dpqqfmm!Sftpvsdf!Vtf!Ebticpbse!uibu!
qpmjdjft/!
usbdlt!boe!ejtqmbzt!dpotvnqujpo!pg!xbufs!boe!
!Jodpsqpsbuf!Dpqqfmmt!tupsn.xbufs!dbobmt!joup!djuz!qmboojoh!bt!qbsu!pg!
fofshz-!boe!sfqpsut!po!xbtuf!boe!fnjttjpot/
fdpmphjdbm!sftupsbujpo!{poft/
Efwfmpq!sfofxbcmf!fofshz!boe!!
sftpvsdf!sfdzdmjoh!qmbo!gps!Djuz
DVSSFOU!FYBNQMFT
!Ublf!jowfoupsz!pg!fyjtujoh!sftpvsdf!vtbhf!boe!efwfmpq!sfofxbcmf!fofshz!
qpmjdz!jodmvejoh!tpmbs!qbofmt!po!ipvtft!boe!dpnnfsdjbm!cvjmejoht/
!Ofxmz!jnqmfnfoufe!Tnbsu!Xbufs!Nfufst/
!Xpsl!xjui!uif!Efqbsunfou!pg!Obuvsbm!Sftpvsdft!up!ftubcmjti!cftu!
!Tpmbs!boe!sbjo!xbufs!dbudinfou!bu!
qsbdujdft!gps!Tvtubjobcmf!Nbufsjbmt!Nbobhfnfou!jo!Dpqqfmm/
Cjpejwfstjuz!Fevdbujpo!Dfoufs/
!Dsfbuf!qvcmjd!hpbmt!gps!Dpqqfmm!up!sfdzdmf!86&!pg!pshbojd!xbtuf!cz!3131-!
!Ofx!dibshjoh!tubujpot!po!Gsffqpsu/
boe!up!dbquvsf!91&!pg!jut!pxo!xbufs!sfrvjsfnfout!cz!3151/
!Jodfoujwj{f!efdsfbtfe!xbtuf!boe!fofshz!vtbhf!cz!qspwjejoh!uby!sfcbuft-!
jodmvejoh!jotubmmjoh!Tnbsu!xbufs!nfufst/
Ftubcmjti!hsffo!cvjmejoh!tuboebset!gps!Dpqqfmm-!!
!!
VTFGVM!SFTPVSDFT
boe!usbotgpsn!bhjoh!jogsbtusvduvsf!
!Tnbsu!Djujft!iuuqt;00xxx/ndljotfz/dpn00
!Vqebuf!qvcmjd!gbdjmjujft!xjui!tnbsu!cvjmejoh!dpouspm!tztufnt/
nfejb0ndljotfz0joevtusjft0dbqjubm&31
!Dpowfsu!pme!cvjmejoht!boe!cvjme!ofx!cvjmejoht!xjui!sfofxbcmf!fofshz!
qspkfdut&31boe&31jogsbtusvduvsf0pvs&31
tztufnt/
jotjhiut0tnbsu&31djujft&31ejhjubm&31
tpmvujpot&31gps&31b&31npsf&31
!Jodfoujwj{f!cvtjofttft!up!jodpsqpsbuf!ofx!fofshz.tbwjoh!ufdiopmphjft!
mjwbcmf&31gvuvsf0nhj.tnbsu.djujft.gvmm.
xifsfwfs!qpttjcmf/
sfqpsu/btiy
!Nblf!Dpqqfmm!b!npefm!gps!dpnnfsdjbm!boe!sftjefoujbm!sftpvsdf!
!JDNB!Tnbsu!Dpnnvojujft;!Sfuijoljoh!
nbobhfnfou/
Jogsbtusvduvsf!Sfqpsu!iuuqt;00jdnb/psh0
epdvnfout0tnbsu.dpnnvojujft.sfuijoljoh.
jogsbtusvduvsf.sfqpsu
Cvjme!cbdlcpof!pg!Tnbsu!Pqfsbujoh!Tztufnt!!
gps!bmm!sftpvsdf!nbobhfnfou
!Bmmpdbuf!gvoejoh!up!tvqqpsu!dpowfstjpo!up!Tnbsu!Pqfsbujoh!Tztufnt!gps!
sftpvsdf!nbobhfnfou!jo!Dpqqfmm/
!Fyqmpsf!dpmmbcpsbujpo!pqqpsuvojujft!boe!qbsuofstijqt!xjui!sfhjpobm!
nvojdjqbmjujft!po!Tnbsu!Pqfsbujoh!Tztufnt!boe!sftpvsdf!nbobhfnfou/
!Qspwjef!djuz.xjef!XJGJ!up!qspwjef!fbtz!bddftt!up!sftpvsdf!nbobhfnfou!
jogpsnbujpo/
3151
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:46
DPNCJOFE!TUSBUFHJD!BDUJPO!GSBNFXPSL
Uif!Dpqqfmm!dpnnvojuz!
ibt!xpslfe!ibse!evsjoh!
uif!qmboojoh!qspdftt!up!
uisfbe!uif!offemf!pg!
jefoujgzjoh!tufqt!offefe!up!
sfnbjo!gpsxbse!mppljoh!boe!
joopwbujwf-!xijmf!opu!mptjoh!
9/1!DPNCJOFE!TUSBUFHJD!!
upvdi!xjui!uif!voefsmzjoh!
dpsf!wbmvft!uibu!dsfbuf!uif!
!BDUJPO!GSBNFXPSL
dpnnvojuz!pbtjt!fyqfsjfodf!
Uif!Dpqqfmm!3151;!Eftjhofe!gps!b!tnbsu!gvuvsf!Wjtjpo!boe!Tusbufhjd!Bdujpo!Qmbo!qspwjet!
uibu!nboz!qfpqmf!!
usfbtvsf/
b!gsbnfxpsl!gps!uif!dpnnvojuz!up!bqqmz!cftu!qsbdujdf!up!uif!lfz!bsfbt!pg!joufsftu!jo!
uif!dpnnvojuz/!Ublfo!jo!upubm-!uif!gsbnfxpsl!dsfbuft!b!dpnqfmmjoh!dpmmfdujpo!pg!tusbufhjd!
bdujpot-!hpbmt!boe!pckfdujwft/!
Eftjhofe!gps!b
Tnbsu!Gvuvsf
GVUVSF!JOTJHIUT;!
!
joopwbujpo!boe!qspufdujoh!usbejujpobm!tusfohuit/!!!
!Uijt!xpsl!sfqsftfout!cftu!qsbdujdf!jo!dpnnvojuz!qmboojoh-!ftqfdjbmmz!bu!uif!mfwfm!pg!uijoljoh!bcpvu!dpnnvojuz!
dbtf!tuvez!up!puifs!dpnnvojujft!xsftumjoh!xjui!tjnjmbs!jttvft/!
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:47
DPNCJOFE!TUSBUFHJD!BDUJPO!GSBNFXPSL
9/2!EZOBNJD!TZTUFNT.UIJOLJOH!BQQSPBDI!
ju!jt!wfsz!qpufou!up!uijol!pg!uijt!jo!b!ezobnjd!tztufnt.uijoljoh!bqqspbdi/!Fbdi!qbsu!pg!uif!
bqqspbdi!offet!up!fobcmf!boe!fnqpxfs!uif!puifs!fmfnfout/!Gps!fybnqmf-!b!gpdvt!po!
qfsqfuvbujoh!b!mfbsojoh!fowjsponfou!jt!b!njoe.tfu!uibu!xjmm!csjoh!dpoufnqpsbsz!uijoljoh!
boe!bdujpo!jo!bmm!bsfbt/!Uif!wjtjpo!pg!Dpqqfmm!3151;!Eftjhofe!gps!b!tnbsu!gvuvsf-!
bt!efwfmpqfe!cz!uif!dpnnvojuz!pg!Dpqqfmm-!xjmm!sfrvjsf!bqqfujuf!gps!dibohf!boe!
B!tztufnt.uijoljoh!bqqspbdi!
tpnf!cpme!bdujpo/!Fwfsz!pqqpsuvojuz!nvtu!cf!vtfe!up!nbyjnj{f!uif!jnqbdu!pg!uif!
bmmpxt!tzofshz!up!cf!
dsfbufe-!cpui!bddfmfsbujoh!
boe!pqujnj{joh!qsphsftt/
Hfbsjoh!vq!gps!3151
Eftjhofe!gps!b
tnbsu!gvuvsf
GVUVSF!JOTJHIUT;
!Jodsfbtjohmz-!ufdiopmphz!jt!bmmpxjoh!hsfbufs!joufsdpoofdujwjuz!boe!joufhsbujpo!pg!qmboojoh!boe!jogpsnbujpo!
jowftunfout/!
!Ufdiopmphz!ibt!uif!qpufoujbm!up!foibodf!uif!vojrvf!gffm!pg!dpnnvojuz!pbtjt!cz!dsfbujoh!npsf!joufhsbufe!
fyqfsjfodft!boe!fowjsponfout-!boe!jo!ifmqjoh!cvjme!uif!tfbnmftt!joufsdpoofdujwjuz!xjuijo!uif!dpnnvojuz/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:48
SPBE!NBQ!UP!UIF!GVUVSF
:/1!SPBE!NBQ!UP!UIF!GVUVSF
Uif!Dpqqfmm!Cpme!Wjtjpo!qspdftt!dpmmfdufe!nboz!hsfbu!jefbt!gps!tusbufhjd!bdujpo/!Uiftf!ibwf!cffo!dpmmbufe!joup!
uif!nbjo!Tusbufhjd!Qjmmbst-!Hpbmt!boe!Pckfdujwft/!Evsjoh!uif!qspdftt-!dpnnvojuz!sftjefout!xfsf!btlfe!bcpvu!
uifjs!qfsdfjwfe!tfotf!pg!vshfodz!gps!jnqmfnfoubujpo!boe!qsjpsjujft/!Lfz!qpjout!up!opuf!jodmvef;
!
!
ibt!tvddfttgvmmz!jnqmfnfoufe!uif!Dpqqfmm!3141!qmbo!gps!b!efdbef/!
Uif!gpmmpxjoh!spbenbq!mbzt!pvu!b!ijhi.mfwfm!sfdpnnfoefe!tfrvfodjoh!pg!bdujpot/!!Uif!tfrvfodjoh!pg!hpbmt!po!
uif!ujnfmjof!bsf!opubujpobm!boe!tipvme!cf!efwfmpqfe!gvsuifs!jo!uif!Dpnqsfifotjwf!Qmboojoh!qspdftt/!!
Tvhhftufe!spbenbq!boe!ujnfmjof
¡®
GVUVSF!JOTJHIUT;
!Uif!tfrvfodjoh!pg!lfz!bdujpot!hjwft!b!cspbe!tibqf!up!uif!jnqmfnfoubujpo!qmbo/!Cvjmejoh!tpdjbm!jodmvtjwjuz!boe!
qspufdujoh!uif!dpnnvojuz!pbtjt!gffm!xfsf!ijhi!qsjpsjujft/!
!Xijmtu!uifsf!xbt!opu!b!tfotf!pg!fyusfnf!vshfodz!gps!bdujpo-!uifsf!xbt!bo!bqqfujuf!gps!joopwbujpo!boe!b!eftjsf!
gps!uif!dpnnvojuz!up!opu!gbmm!cfijoe!po!lfz!usfoet/!
!Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:!49
SPBE!NBQ!UP!UIF!GVUVSF
:/2!LFZ!NFUSJDT!UP!NFBTVSF!GVUVSF!TVDDFTT!
gps!uif!Djuz!up!nfbtvsf!gvuvsf!tvddftt!boe!qsphsftt/!Vtfe!dpssfdumz-!nfusjdt!dbo!qspwjef!b!
jo!qsphsbnt/!Evsjoh!uif!wjtjpojoh!qspdftt!boe!dpnnvojuz!ejtdvttjpot-!uif!gpmmpxjoh!
nfusjdt!xfsf!tvhhftufe!bt!xbzt!up!usbdl!qsphsftt/!Uiftf!bsf!qsftfoufe!jo!uijt!sfqpsu!bt!
Vtjoh!usbotqbsfou!nfusjdt!
fybnqmft!pg!ipx!nfusjdt!dbo!cf!bqqmjfe!jo!Dpqqfmm/!
up!nfbtvsf!qsphsftt!ifmqt!
uif!dpnnvojuz!voefstuboe!
!Dpqqfmm!Ibqqjoftt!Joefy!!Uijt!xbt!dsfbufe!jo!uif!Uijol.Ubol!xpsltipq!boe!
lfz!hpbmt!boe!pckfdujwft/!Uif!
xpvme!cf!b!gpsnvmb!cbtfe!po!nfbtvsft!pg!Dpoofdufeoftt!)D*<!Xfmmcfjoh!)X*<!Mjgf!
jefb!pg!vtjoh!tvdi!nfusjdt!
xbt!xfmm!tvqqpsufe!evsjoh!
fyqfdubodz!)M*<!boe!Jnqbdu!po!fbdi!sftjefou!)S*/!Puifs!tvhhftujpot!evsjoh!uif!
uif!wjtjpojoh!qspdftt/
Cpme!Wjtjpo!3151!qspdftt!jodmvefe!cspbefojoh!uijt!dpodfqu!up!nfbtvsf!ifbmui!boe!
ibqqjoftt/!
!Tfotf!pg!jodmvtjpo!boe!Dpnnvojuz!pbtjt!fyqfsjfodf!!Uif!dpodfqut!pg!jodmvtjpo!boe!
dpnnvojuz!pbtjt!xfsf!ijhimjhiufe!uispvhipvu!uif!wjtjpojoh!qspdftt/!Uif!nfusjdt!uibu!
xpvme!tvqqpsu!nfbtvsjoh!uiftf!ejnfotjpot!xpvme!jodmvef!tbgfuz-!sftqfdu-!qbsujdjqbujpo!boe!
tfotf!pg!cfmpohjoh/!
!Fowjsponfoubm!boe!sftpvsdf!nbobhfnfou!ebticpbse
sftpvsdf!nbobhfnfou!xbt!tuspohmz!tvqqpsufe/!Nfusjdt!dpvme!jodmvef!sfbm.ujnf!boe!dpnqbsbujwf!vtbhf!
pg!sftpvsdft!tvdi!bt!xbufs!boe!fofshz-!boe!sbuft!pg!sfdzdmjoh!boe!fnjttjpot/!Uiftf!dpodfqut!bsf!xfmm!
efwfmpqfe!boe!dpvme!cf!fbtjmz!bqqmjfe!jo!uif!Djuz!pg!Dpqqfmm/!
!Fdpopnjd!qfsgpsnbodf
xftu!tjef-!xjui!xbsfipvtf!bdujwjuz!jo!qbsujdvmbs/!Jo!beejujpo-!uifsf!bsf!tfwfsbm!ipufmt!cfjoh!cvjmu/!Usbdljoh!
uif!gvuvsf!fdpopnjd!wjubmjuz!pg!uif!cvtjoftt!tfdups!dpvme!hjwf!jnqpsubou!jotjhiu!joup!dibohjoh!dpnnvufs!
ebz-!ipufm!boe!mpehjoh!sfwfovf!boe!pwfsbmm!djuz!sfwfovf!gspn!uif!dpnnfsdjbm!boe!cvtjoftt!tfdups/!
Uif!nfbtvsf!pg!tvddftt!jt!opu!xifuifs!zpv!ibwf!b!upvhi!qspcmfn!up!efbm!xjui!cvu!
xifuifs!ju!jt!uif!tbnf!qspcmfn!zpv!ibe!mbtu!zfbs/
!Kpio!Gptufs!Evmmft-!Gpsnfs!V/T/!Tfdsfubsz!pg!Tubuf
GVUVSF!JOTJHIUT;
!Cfodinbsljoh!Dpqqfmm!bhbjotu!jut!dpipsu!hspvq!pg!dpnnvojujft!ifmqt!csjoh!bo!pckfdujwf!
qfstqfdujwf!up!jttvft!tvdi!bt!ipvtf!qsjdft-!ubybujpo-!sftpvsdf!dpotvnqujpo!boe!dpnnvojuz!
tvddftt/!
!
tibsfe!ebticpbset!up!nfbtvsf!qsphsftt!boe!lfz!nfusjdt/
!
bncjujpvt!wjtjpo!gps!uif!gvuvsf/!Fncsbdjoh!ufdiopmphz!jt!b!lfz!qbsu!pg!uijt!gvuvsf/!
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:4:
OFYU!TUFQT
Uif!wjtjpojoh!qspdftt!ibt!
bdujwbufe!dpotjefsbcmf!qvcmjd!
joqvu/!Uifsf!jt!b!tuspoh!eftjsf!
gspn!nboz!qfpqmf!up!sfnbjo!
jowpmwfe!boe!cf!qbsu!pg!uif!ofyu!
tufqt/!Uif!usbotqbsfodz!boe!
jodmvtjwfoftt!pg!uif!fohbhfnfou!
21/1!OFYU!TUFQT
xbt!hsfbumz!bqqsfdjbufe!cz!uif!
dpnnvojuz/!Uijt!xbt!tffo!bt!
Uif!Dpqqfmm!Cpme!Wjtjpo!3151!qspdftt!ibt!qspevdfe!uif!gpmmpxjoh!pvudpnft;
bo!jnqpsubou!qsjodjqmf!uibu!
!Epdvnfoufe!b!efubjmfe!voefstuboejoh!pg!uif!dpnnvojuzt!wjfxt!bdsptt!b!sbohf!tipvme!dpoujovf!up!hvjef!uif!
pg!jnqpsubou!upqjdt!boe!gvuvsf!tibqjoh!gbdupst/
!Bmmpxfe!efubjmfe!fybnjobujpo!pg!qmbvtjcmf!gvuvsf!tdfobsjpt-!fyqmpsfe!fyqfdufe!boe!
qsfgfssfe!gvuvsft-!boe!cvjmu!bo!voefstuboejoh!pg!uif!jnqmjdbujpot!pg!uiftf!gvuvsf!pqujpot/
!
wjtjpo!gps!uif!gvuvsf/
!
!
gvuvsf/!
Uijt!xpsl!ibt!cffo!cvjmu!po!pqfo!boe!usbotqbsfou!qvcmjd!qbsujdjqbujpo!boe!uipvhiugvm!boe!dpotusvdujwf!
ejbmphvf/!Uif!wjtjpo!mpplt!pvu!up!3151-!boe!uif!spbenbq!cfhjot!up!mbz!pvu!b!qbuixbz/!Opx!uif!ofyu!qibtf!pg!
xpsl!offet!up!cfhjo/!Uif!gpmmpxjoh!jotujuvujpobm!ofyu!tufqt!bsf!sfdpnnfoefe;
!Dpotjefsbujpo!pg!uijt!Wjtjpo!boe!Tusbufhjd!Bdujpo!Qmbo!)Gfcsvbsz!312:*-!cz!uif!Fyfdvujwf!Dpnnjuuff-!boe!
qsftfoubujpo!pg!uif!sfqpsu!up!uif!Djuz!Dpvodjm/!
!Dpotjefsbujpo!boe!bepqujpo!pg!uif!Wjtjpo!boe!Tusbufhjd!Bdujpo!Qmbo!)Gfcsvbsz!312:*-!cz!uif!Dpqqfmm!Djuz!
Dpvodjm/
!Jodpsqpsbujpo!pg!uif!lfz!fmfnfout!pg!uif!wjtjpo!joup!uif!Djuzt!ofyu!dpnqsfifotjwf!qmboojoh!qspdftt/
!Ejtdvttjpo!xjui!puifs!lfz!pshboj{bujpot!xjuijo!uif!dpnnvojuz-!bcpvu!ipx!up!dpmmfdujwfmz!jnqmfnfou!
qpsujpot!pg!uijt!Wjtjpo!boe!Tusbufhjd!Bdujpo!Qmbo/
!Uif!Djuz!tipvme!ftubcmjti!b!gsbnfxpsl!up!fotvsf!dpnnvojuz!tublfipmefst!dbo!dpoujovf!up!nfbojohgvmmz!
dpousjcvuf!up!uif!Wjtjpo!3151!jnqmfnfoubujpo!qmboojoh!qspdftt/
GVUVSF!JOTJHIUT;
!Uif!gpdvt!hspvq!qspdftt-!bt!qbsu!pg!Cpme!Wjtjpo!3151-!efnpotusbufe!uif!wbmvf!jo!dpowfojoh!mpdbm!dibnqjpot!boe!
fyqfsut!up!gpdvt!po!lfz!upqjdt/!
!Uif!Dpqqfmm!Cpme!Wjtjpo!3151!qspdftt!xbt!tuspohmz!tvqqpsufe!cz!uif!dpnnvojuz.cbtfe!qspkfdu!Fyfdvujwf!
Dpnnjuuff/!Uif!Fyfdvujwf!Dpnnjuuff!bsf!hvbsejbot!pg!uif!wjtjpo-!boe!uifjs!pohpjoh!qbsujdjqbujpo!jt!
fodpvsbhfe/
!Dpqqfmm!jt!bu!uif!gpsfgspou!pg!tvddfttgvm!dpnnvojujft!uibu!bsf!tffljoh!up!ejtdpwfs!ofx!xbzt!up!cvjme!ijhi!mfwfmt!
pg!jodmvtjwfoftt-!xijmf!qspufdujoh!uifjs!usbejujpobm!dpnnvojuz!fyqfsjfodf/!
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:51
MPPLJOH!BIFBE;!JNQPSUBOU!UPQJDT!GPS!UIF!GVUVSF
B!tj{bcmf!dpipsu!pg!tdippm!
tuvefout!qbsujdjqbufe!jo!
uif!fohbhfnfou!xpsltipqt!
boe!dpnqmfufe!uif!xsjuufo!
tvswfzt/!Uifz!fyqsfttfe!b!
ijhi!efhsff!pg!eftjsf!up!tff!
22/1!MPPLJOH!BIFBE;!!
uif!dpnnvojuz!fncsbdf!
dibohf!boe!fwpmwf!joup!b!
!JNQPSUBOU!UPQJDT!GPS!UIF!GVUVSF
nvmujdvmuvsbm!boe!joufhsbufe!
Uif!upqjdt!boe!ejtdvttjpo!qsftfoufe!jo!uijt!tfdujpo!bsf!uif!dpotvmubou!qfstqfdujwf!boe!
dpnnvojuz!gbcsjd/
dpnnfout!po!xibu!xf!cfmjfwf!bsf!tpnf!jnqpsubou!voefsmzjoh!jttvft/!Vobeesfttfe-!xf!
cfmjfwf!uiftf!jttvft!sfqsftfou!qpufoujbm!cmjoe!tqput!gps!uif!dpnnvojuz/
22/2!!DSFBUJOH!SFMFWBODF!UP!ZPVOH!QFPQMF!
Evsjoh!uif!dpnnvojuz!fohbhfnfou!qspdftt-!ju!xbt!pcwjpvt!uibu!uif!dpnnvojuz!qmbdft!hsfbu!fnqibtjt!po!
dsfbujoh!bo!fowjsponfou!jo!xijdi!zpvoh!tdippm.bhfe!dijmesfo!dbo!uisjwf/!Uifsf!jt!hsfbu!qsjef!jo!uif!tvddftt!up!
ebuf-!boe!b!efufsnjobujpo!up!fotvsf!uijt!bewboubhf!qfstjtut/!Ipxfwfs-!uijt!gpdvt!tffnt!up!foe!bu!uif!qpjou!pg!
hsbevbujpo!gspn!ijhi!tdippm/!Zpvoh!qfpqmf-!boe!zpvoh!qspgfttjpobmt!dpnnfoufe!jo!uif!xpsltipqt!uibu!Dpqqfmm!
SFTQPOTFT!GSPN!VOEFS!41(T!.!DVMUVSBM!GPDVT!RVFTUJPO
Xibu!ep!zpv!uijol!tipvme!cf!uif!dvmuvsbm!gpdvt!pg!uif!dpnnvojuz!pwfs!uif!dpnjoh!zfbst@
Tdbmf;!2!>!Jowftut!jo!fyjtujoh!sftjefout!boe!fotvsft!qfpqmf!dbo!bhf!bdujwfmz!xjuijo!b!djuz!xjui!b!wjmmbhf!gffm<
21!>!Dpnnvojuz!fncsbdft!sbqje!efnphsbqijd!boe!dvmuvsbm!dibohft-!fwpmwjoh!joup!b!nvmujdvmuvsbm!boe!joufhsbufe!dpnnvojuz!gbcsjd
38/69&
36&
31&
2:/1:&
t
u
o
f
e
o
26&
p
q
t
f
S
!
m
22/32&
b
21/72&
u
p
21&
:/4:&
U
!
g
9/29&
p
!
&
6/26&
6&
4/44&
3/84&3/84&
1&
2/3456789:21/!
GVUVSF!JOTJHIUT;!DPOTVMUBOUT!QFSTQFDUJWF
!Uif!dpnnvojuz!nbz!cf!njttjoh!pvu!po!uif!pqqpsuvojuz!up!bqqfbm!up!zpvoh!qfpqmf-!fjuifs!bt!zpvoh!
qspgfttjpobmt!ps!zpvoh!bevmut/!Beejoh!tpnf!dsfbujwf!fmfnfout!up!uif!dpnnvojuz-!boe!buusbdujoh!npsf!zpvoh!
qfpqmf-!dpvme!csjoh!tpnf!fousfqsfofvsjbm!{joh!up!uif!dpnnvojuz/!
!Uif!usfoe!up!hjh!fdpopnz-!dpvqmfe!xjui!Dpqqfmmt!mpdbujpo-!tvhhftut!ju!dpvme!cf!bo!buusbdujwf!mpdbujpo!gps!
qspgfttjpobm!dpousbdupst!boe!tubsu.vqt/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:52
MPPLJOH!BIFBE;!JNQPSUBOU!UPQJDT!GPS!UIF!GVUVSF
22/3!!!TFOTJUJWJUZ!UP!EFOTJUZ!
Uispvhipvu!uif!wjtjpojoh!qspdftt-!b!sfqfbufe!dpodfso!qfpqmf!fyqsfttfe!xbt!efotjuz!pg!
efwfmpqnfou!boe!uif!qpufoujbm!gps!pwfsdspxejoh/!Uijt!jt!bmtp!fyqsfttfe!bt!dpodfso!ps!
Djuj{fot!jo!Dpqqfmm!ibwf!bo!
sfbdujpo!up!boz!opujpo!pg!efotjuz!cfzpoe!tjohmf!gbnjmz!ipnft/!Hjwfo!uif!efwfmpqnfou!
voefstuboebcmf!dpodfso!bcpvu!
qbuufso!boe!ijtupsz!pg!Dpqqfmm-!uijt!jt!dpnqmfufmz!voefstuboebcmf/!Ipxfwfs-!upebz!
upp!nvdi!efotjuz/!Ipxfwfs-!b!
Dpqqfmm!jt!gbdjoh!b!npsf!dpnqmfy!gvuvsf/!Bt!ejtdvttfe-!uifsf!jt!eftjsf!gps!npsf!
{fsp.upmfsbodf!bqqspbdi!njhiu!
fmjnjobuf!efwfmpqnfou!jo!ofx!
dpnqbdu!efwfmpqnfout-!ftqfdjbmmz!gps!sfujsfft!mppljoh!up!epxotj{f/!
ipvtjoh!pqujpot!uibu!dpvme!
Xpse!dmpve!pg!sftqpotft!up!uif!rvftujpo!Xibu!ep!zpv!cfmjfwf!bsf!uif!cjhhftu!
bduvbmmz!tfswf!fyjtujoh!!
sftjefout!offet/
uisfbut!gbdjoh!Dpqqfmm!pwfs!uif!ofyu!21!zfbst@
GVUVSF!JOTJHIUT;!DPOTVMUBOUT!QFSTQFDUJWF
!Nbtt!vscboj{bujpo!usfoet!bsf!jnqbdujoh!nboz!mbshf!djujft-!jodmvejoh!uif!EGX!Nfuspqmfy/!Bt!
uif!vscbo!cpvoebsz!fyufoet!pvuxbset-!uijt!xjmm!obuvsbmmz!nblf!Dpqqfmm!b!npsf!joofs!djuz/!
!Dpqqfmm!nbz!offe!up!efwfmpq!b!uipvhiugvm!bqqspbdi!up!tnbmm.tdbmf!mpdbmj{fe!efwfmpqnfout-!up!
qspwjef!tpnf!ofx!ipvtjoh!pqujpot-!xjuipvu!bddfmfsbujoh!dibohft!jo!efotjuz/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:53
MPPLJOH!BIFBE;!JNQPSUBOU!UPQJDT!GPS!UIF!GVUVSF
22/4!!NBOBHJOH!TQFFE!PG!DIBOHF!
Up!sfnbjo!bo!bhjmf!boe!
dibohf/!Uif!ufdiopmphjdbm!efwfmpqnfout!cfjoh!vtifsfe!jo!cz!uif!ofx!joevtusjbm!
sftqpotjwf!djuz-!Dpqqfmm!
sfwpmvujpo!bsf!qsfejdufe!up!cf!tvctuboujbm!boe!bsf!esjwjoh!uif!jodsfbtjoh!tqffe!pg!
tipvme!bepqu!Pshboj{bujpo!
dibohf/!Jo!qbsujdvmbs-!uif!bewfou!pg!ufdiopmphz!bttpdjbufe!xjui!Tnbsu!Djujft!boe!
Dibohf!Nbobhfnfou!
vscbo!mjwjoh!bsf!csjohjoh!wbtu!ofx!pqqpsuvojujft!boe!dibmmfohft/!Jo!beejujpo-!Dpqqfmm!
)PDN*!qsjodjqmft-!up!cvjme!
uif!dbqbdjuz!boe!dvmuvsf!pg!
jt!voefshpjoh!b!sfmbujwfmz!sbqje!fuiojd!boe!efnphsbqijd!tijgu/!Uijt!xjmm!qpufoujbmmz!
dibohf!nbobhfnfou/!Uif!
dibohf!uif!eftjsbcjmjuz!boe!vtf!pg!dpnnvojuz!bnfojujft/
bcjmjuz!up!bebqu!xjmm!cf!b!
tvddfttgvm!dpnnvojujft/
GVUVSF!JOTJHIUT;!DPOTVMUBOUT!QFSTQFDUJWF
!Uif!qfsjpe!cfuxffo!3131!boe!3151!xjmm!mjlfmz!qspevdf!dibohf!bu!b!gbtufs!sbuf!uibo!uif!qsfwjpvt!
vomftt!uifz!efwfmpq!uif!dbqbdjuz!gps!b!gbtufs!boe!cfuufs!pshboj{fe!sftqpotf/
!Uif!Djuz!pg!Dpqqfmm!tipvme!efwfmpq!uifjs!pxo!dbqbdjuz!gps!gvuvsf!joufmmjhfodf-!xifsf!uif!
bepqufs!pg!qspnjtjoh!usfoet/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:54
WBMVF!PG!UIF!WJTJPOJOH!QSPDFTT
Uif!dpnnvojuz!pg!Dpqqfmm!
tbx!hsfbu!wbmvf!jo!uif!
wjtjpojoh!qspdftt/!Ju!xbt!
ovncfs!pg!qfpqmf!xip!
qbsujdjqbufe!jo!uif!Cpme!
23/1!WBMVF!PG!UIF!WJTJPOJOH!QSPDFTT
Wjtjpo!3151!qmboojoh!
xfsf!bmtp!jowpmwfe!
Uif!qbsujdjqbout!pg!uif!Dpqqfmm!Cpme!Wjtjpo!3151!qspdftt!xfsf!btlfe!gps!uifjs!
jo!uif!Dpqqfmm!3141!
qfstqfdujwft!bcpvu!uif!wbmvf!pg!uif!wjtjpojoh!qspdftt/!Uifsf!xbt!b!tuspoh!mfwfm!pg!
wjtjpojoh!xpsl!jo!311:/
bqqsfdjbujpo!boe!qfsdfjwfe!wbmvf!jo!uif!wjtjpojoh!qspdftt/!Uijt!nbudift!uif!joufsftu!
boe!fouivtjbtn!tipxo!cz!qfpqmf!jo!uif!wbsjpvt!fohbhfnfou!xpsltipqt/!Qfpqmf!sfbmj{f!
uifjs!dpnnvojuz!jt!b!tqfdjbm!qmbdf-!boe!uibu!ju!ublft!ibse!xpsl!boe!qbsujdjqbujpo!up!sfubjo!b!
qsftujhjpvt!sfqvubujpo/
Ep!zpv!uijol!Wjtjpo!3151!jt!bo!joufsftujoh!boe!wbmvbcmf!fyfsdjtf!gps!uif!Djuz!pg!Dpqqfmm@
Tdbmf;!2!>!Xbtuf!pg!ujnf<!21!>!Wfsz!wbmvbcmf
Botxfs
2/!Xbtuf!pg!ujnf
4
5
46&
6
7
41&
8
t
e
9
s
p
d
:
36&
f
S
!
g
21/!Wfsz!wbmvbcmf
p
!
s
47/96&
f
31&
c
n
v
O
!
m
b
26&
u
p
U
!
g
p
!
29/::&
&
28/13&
21&
23/:5&
9/41&
6&
3/:6&
2/7:&
1/39&1/25&
1&
23456789:21
GVUVSF!JOTJHIUT;
!Voefstuboejoh!uif!wbmvf!pg!wjtjpojoh!jt!jnqpsubou!cvu!dpoujovjoh!up!usbdl!fnfshjoh!usfoet!jt!bmtp!dsjujdbmmz!
jnqpsubou/!
!
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:55
BDLOPXMFEHNFOUT
Uif!qfpqmf!pg!Dpqqfmm!
efnpotusbufe!fydfqujpobm!
dpnnjunfou-!fofshz!
24/1!BDLOPXMFEHNFOUT
boe!qbsujdjqbujpo!jo!uijt!
wfsz!wbmvbcmf!qspdftt/
Gvuvsf!jR!xpvme!mjlf!up!qbsujdvmbsmz!bdlopxmfehf!uif!Cpme!Wjtjpo!3151!Fyfdvujwf!
Dpnnjuuff!gps!tfuujoh!uif!hvjejoh!qsjodjqmft!boe!uifjs!dpnnjunfou!up!pqfooftt-!
jodmvtjwjuz!boe!usbotqbsfodz!uispvhipvu!uif!qspkfdu/!!Uif!Fyfdvujwf!Dpnnjuuff!dpotjtufe!
pg!uif!gpmmpxjoh!joejwjevbmt;!
!Kpio!Kvo!Nbicvcb!Lbio!Nbhhjf!Mvdbt!Fbsm!Oftcjuu
!Lfwjo!Ofwfmt!Lsjtuj!Wbmfoujof!Mfjhi!Xbmlfs!Bnju!Tbohboj
!Bbspo!Evodbo!Bdf!Gfsoboeft!Kpio!Hftfl!Kfoojgfs!Ipmnft
Mfbdi!boe!Npmmz!Cvkboeb!gspn!uif!Djuz!pg!Dpqqfmm-!qspwjefe!jowbmvbcmf!hvjebodf!boe!tvqqpsu!gps!uijt!qspdftt/
Gjobmmz-!boe!nptu!jnqpsuboumz-!xf!xpvme!mjlf!up!sfdphoj{f!boe!uibol!uif!qfpqmf!pg!Dpqqfmm!gps!uifjs!
dpnnjunfou-!fofshz!boe!qbsujdjqbujpo!jo!uijt!wfsz!wbmvbcmf!qspdftt/
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:56
BCPVU!GVUVSF!JR
PSL
NTQNYQ
ZZK
NTQ
GMS
TFB
EYC
NBE
BCW
EFOEDB
UGT
Gvuvsf!jR!Ufbn
QCY
HSV
Tusbufhjd!Qbsuofst
QFS
CVF
TZE
25/1!BCPVU!GVUVSF!JR
Gvuvsf!jR!tqfdjbmj{ft!jo!bqqmzjoh!joopwbujwf!uppmt!boe!bqqspbdift!up!bttjtu!djujft-!pshboj{bujpot-!sfhjpot!boe!
joevtusjft!tibqf!uifjs!fdpopnjd!boe!dpnnvojuz!gvuvsft/!Xjui!ofbsmz!uxp!efdbeft!pg!fyqfsjfodf-!uif!dpnqboz!
ibt!b!hmpcbm!dmjfoufmf!tqboojoh!uisff!dpoujofout/!Up!mfbso!npsf!bcpvu!Gvuvsf!jR-!boe!pvs!sfdfou!qspkfdut!wjtju!
xxx/gvuvsf.jr/dpn!ps!cz!fnbjm!bu!jogpAgvuvsf.jr/dpn
SFQPSU!QSFQBSFE!CZ;
Ebwje!Cfvsmf!Ifbuifs!Csbojhjo!Dfmjof!Cfvsmf!!Nbsd!Sbttfm
DFP-!Gvuvsf!jR!WQ!Gpsftjhiu!Sftfbsdi!!Dsfbujwf!Ejsfdups
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:57
GPS!NPSF!JOGPSNBUJPO
26/1!GPS!NPSF!JOGPSNBUJPO
Gps!npsf!jogpsnbujpo!po!Dpqqfmm!Wjtjpo!3151-!qmfbtf!dpoubdu;!
Npmmz!Cvkboeb-!Djuz!pg!Dpqqfmm-!UY!!
Qipof;!:83.573.6276!!
Fnbjm;!3151Adpqqfmmuy/hpw!!
xxx/dpqqfmmuy/hpw03151
Gpsf!npsf!efubjmt-!boe!up!bddftt!beejujpobm!sfqpsut-!qmfbtf!wjtju;!
iuuq;00mbc/gvuvsf.jr/dpn0dpqqfmm.wjtjpo.31510
DPQQFMM!WJTJPO!3151 DPNNVOJUZ!QSPGJMF DPQQFMM!WJTJPO!3151
TDFOBSJP.CBTFE!UIJOL!UBOL!XPSLTIPQDPNNVOJUZ!FOHBHFNFOU!SFQPSU
BOE!CFODINBSL!BOBMZTJT
DJUZ!PG!DPQQFMM
36!boe!37!Kvof!3129Kbovbsz!312:
Opwfncfs!3129
Dpqqfmm!Wjtjpo!3151!Dpqqfmm!Wjtjpo!3151!Dpqqfmm!Wjtjpo!3151!Dpqqfmm!Wjtjpo!3151!
Pomjof!Qspkfdu!QpsubmTdfobsjp.Cbtfe!Dpnnvojuz!Fohbhfnfou!
Uijol!Ubol!SfqpsuCfodinbsl!Bobmztjt!SfqpsuSfqpsu
!
Kvof!3129Opwfncfs!3129Kbovbsz!312:
Djuz!pg!Dpqqfmm!!Cpme!Wjtjpo!3151!!Gjobm!sfqpsu!!Gfcsvbsz!37-!312:58
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789:;<8
78<:;= <>?-@/$ AB-C>?-@/$ D-$/(
/%+"'=>4'-&*"4'?! !1 4'
80EB( 0*+@FE,
@"# %(A4'B")"#"AC"4'=A'$(A!#(+4'
78G87G 789
/%+"'$#" !"D4'
8 8 $@/ H%--1*%B >%FI'$(
/%+"'0 2"4'/%A +'EC!%(A4'
-%!+"4'
0JK3AKL!M #L)NA0 O!>DAKPQ
0*@5E/-% $11%*.$, *R #M: 9 :O02 >%FI'$( 8 82 $ S*@E@? FI$@?- %-T+-5B
R%*C O0 UOE?I'$( 0*CC-%FE$,V B* #M: 9 :O0 B* -5B$W,E5I $ 0*@F-1B XEB-
#,$@ R*% ?$5 5B$BE*@2 I*B-,2 %-B$E,2 %-5B$+%$@B5 $@/ *RREF- +5-5 *@ <"6 $F%-5 *R
1%*1-%B( $@/ $ M-B$E, XEB- #,$@ R*% $ F*@.-@E-@F- R**/ 5B*%- 'EBI ?$5 1+C15
*@ " $F%-5 ,*F$B-/ $B BI- 5*+BI-$5B F*%@-% *R XO 8 8 $@/ H%--1*%B
#$%&'$(2 $B BI- %-T+-5B *R >%FI'$( 8 8 0*11-,, NB/"2 W-E@? %-1%-5-@B-/ W(
0I$5- O-,C2 YE@&-,C$@@ Z >55*FE$B-52 A@F"
0(!" 4'
?*(A (# 4'FA C!2"A!'> !"4'
E!! CG2"A! 4'FA C!2"A!'0123"#4'
0*.-% \[-C* : H-W \\BI"1/R2 XB$RR D-1*%B 'EBI
$BB$FIC-@B5"1/R
$(A! C!4'
H" #%AI'> !"4'
># )!"#4'F))"C!%J"'> !"4'
H% !(#&'()'K"I% + !%J"'/%+"'''''
@"#9
EC!%AI'L(D&4''> !"4''EC!%(A4''?"A!'-(4''>1"'> !"4'B"!1#A'B" 1+!4'
%(A4'
> !"4''
878G86G 789
#,$@@E@? Z \]*@E@?
0*CCE55E*@
80EB( 0*+@FE,7 G8 G 789#*5B1*@-/0EB( 0*+@FE,7 G \\G 789#$55
80EB( 0*+@FE,7 G \\G 789
-".!'()'K"I% + !%J"'/%+"'56789:;<8
3EB,-
0JK3AKL!M #L)NA0 O!>DAKPQ
0*@5E/-% $11%*.$, *R #M: 9 :O02 >%FI'$( 8 82 $ S*@E@? FI$@?- %-T+-5B R%*C O0 UOE?I'$(
0*CC-%FE$,V B* #M: 9 :O0 B* -5B$W,E5I $ 0*@F-1B XEB- #,$@ R*% ?$5 5B$BE*@2 I*B-,2 %-B$E,2
%-5B$+%$@B5 $@/ *RREF- +5-5 *@ <"6 $F%-5 *R 1%*1-%B( $@/ $ M-B$E, XEB- #,$@ R*% $ F*@.-@E-@F-
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<=>:?
R**/ 5B*%- 'EBI ?$5 1+C15 *@ " $F%-5 ,*F$B-/ $B BI- 5*+BI-$5B F*%@-% *R XO 8 8 $@/
H%--1*%B #$%&'$(2 $B BI- %-T+-5B *R >%FI'$( 8 8 0*11-,, NB/"2 W-E@? %-1%-5-@B-/ W( 0I$5-
O-,C2 YE@&-,C$@@ Z >55*FE$B-52 A@F"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
From: Mindi Hurley, Director of Community Development
Date: February 26, 2019
Reference:Consider approval of PD-295-HC, Archway to establish a Concept Site Plan for a gas
station, hotel, retail, restaurants and office uses on 8.7 acres and a Detail Site Plan for a
Convenience Food Store with gas pumps on 2.14 acres until February 26, 2019.
2030: Business Prosperity
Executive Summary:
The Planning Commission recommended denial of this request, therefore a super majority vote of City
Council (6 out of 7) is required to overturn the P&Z recommendation. On February 12, 2019 the City
Council, at the applicant’s request, tabled the consideration of this PD, with the public hearing left open,
until February 26, 2019.
This is a two-part request. Part one is to establish a Concept Plan for a convenience store with gas pumps,
hotel, retail, restaurant and office uses, on the entire 8.7 acres, and the second part is a request for approval
of a Detail Site Plan to allow a QT convenience store with gas pumps to be built at the corner of SH 121
and Freeport Parkway.
Introduction:
The initial request included a prototypical gas station (red brick), with red awnings and accents and non-
compliant signs at the corner of the freeway and Freeport Parkway, with a Concept Plan for the remaining
6.5 acres for pad sites for hotel, retail, restaurant and hotel uses. While these other land uses are supported
by the HC zoning and the land use designation on the Comprehensive Plan, the conceptual designs and
submitted include “no coherent architectural theme”. The remaining buildings were modern, two-tone
grey toned brick. The only architectural theme being extended from the QT is the inclusion of non-
compliant red awnings for the restaurant. There are also no apparent “focal points” or 50-foot, privately
owned, landscaped buffer along the Freeway. The request also included reductions in landscaped areas
as well as the ability to build the hotel and drive-through restaurants without additional public hearings.
In response to staff’s recommendation and the comments and discussion at the November Planning and
Zoning Commission hearing, the applicant revised the request for the January meeting which:
•Revised QT site plan by placing the convenience store at the corner of SH 121 and Freeport
Parkway and the gas canopy along Freeport Parkway.
•Revised the Concept Plan by replacing the 3,900 square foot drive-through restaurant with an
8,400 square foot retail building and increased the proposed office from a two-story 34,300 to a
1
4-5 story 73,720 square foot office building with structured parking and provided a pedestrian
plaza area connecting the retail to the hotel.
•Revised the Conceptual Building Elevations to incorporate building materials from the QT and
added architectural features such as metal canopies.
•Increased buffers along street frontages from 15’ to 20’ to meet ordinance requirements.
•Saved one 22” pecan tree, and
•Added Archway 121 Entry Sign(s).
As detailed on the attachedQT Variances and Outstanding Technical Conditions, this request still
includes a significant reduction in landscaped areas in the Concept Plan areas, variances to sign and
canopy materials to allow the QT and a number of unresolved technical and drafting errors.
Analysis:
On February 12, 2019, the City Council, at the applicant’s request, tabled the consideration of this PD,
with the public hearing left open, until February 26, 2019.
On January 17, 2019, the Planning and Zoning Commission recommended DENIAL of the revised PD-
295-HC, Archway due to the variances being requested to the Zoning Ordinance to allow significant
deficits in landscaping in the Concept Plan areas, variances to sign and canopy materials to allow the QT
and the number of unresolved technical and drafting errors.
On November 15, 2018, the Planning and Zoning Commission held this request under advisement for 60
days to allow sufficient time for the applicant to revise the request to address issues and concerns raised
by staff and the Planning and Zoning Commission at the November public hearing.
Legal Review:
This did not require city attorney review
Fiscal Impact:
None
Recommendation:
The Planning Department recommended Denial
Attachments:
1.QT Variances and Outstanding Technical Conditions
2.Staff Report
3.Applicant’s Letter – Revised January 8, 2019
4.Concept Site Plan
5.Concept Phasing Exhibit
6.Concept Overall Landscape Plan (5 pages)
7.Concept Overall Landscape Rendering
8.Concept Tree Survey
9.Concept Retail Office Elevations
10.Concept Wall Signs (Branding Development)
11.QT Site Plan
12.QT Paving Plan
13.QT Landscape Plan
14.QT Building Elevations
2
15.QT Canopy Elevations
16.QT Signs – Attached
17.QT Signs – Monument
18.QT Signs – Canopy
19.QT Rendering
3
QT Variances and Outstanding Technical Conditions
QT Detail Site Plan
The approval of the Detail Site Plan for the QT would require the following variances to the Zoning
Ordinance:
Variance to allow two monument signs, where only one 60-square foot sign is permitted, and they
appear to be internally illuminated. As noted above, a “Archway 121” development sign is also
proposed for this lot.
An attached, 121 square foot wall sign along the front façade of the QT building, exceeds the
maximum permitted by the sign ordinance by 29 square feet.
The red metal canopies on the buildings are prohibited in the Zoning Ordinance.
There appears to be window signage which covers 100% of the window, whereas, a maximum of 10%
is permitted by ordinance, and
To allow 20 sq. ft. button signs on the gas canopy.
Outstanding Technical and Drafting Conditions as identified through the DRC process and remain
unresolved.
1.Traffic Impact Analysis being submitted prior to subdivision plat.
2.Resolve the discrepancies in the calculations in the Detail Plan and as portrayed in the Concept
Plan for the QT Site
3.Where are the monument signs/decorative walls proposed to be located included on the
“Development Branding” exhibit, if they are the unlabeled crescent shaped elements on the plan,
then the would require several variances to the Sign Ordinance in terms of number of signs,
placement and size, etc. Need additional detail as to size, materials, colors, illumination etc.
4.Need additional detail on the patio/decorative paving area to be provided, if for outdoor seating
then it needs to be noted and parked for that use.
5.What is the width of the landscaped area between Tracts B & D, it is noted as three different
widths.
6.Loading Areas (minimum of 12 feet by 30 feet) will be required for the hotel as well as the office.
7.Fire Lanes need to be labeled Fire Lanes and Mutual Access Easements and shall have a minimum
radii of 30 ft. inside and 54 ft. outside.
8.Need to provide additional detail on the proposed 4 story office, including what is the maximum
height.
9.Provide clarity if the QT will be equipped with an automatic fire sprinkler system, as required for
buildings 5,000 sq. f.t or greater. If so, then a riser room (minimum of 56 sq. ft.) must be included
to accommodate fire/life safety systems. The FDC must be located on the building adjacent to the
riser room, and the fuel islands shall be visible from POS.
10.Label/ title the Phase 1 exhibit, as such
11.Rectify all discrepancies in size of buildings, landscape calculations, etc.
12.Revise Concept Plan, Landscape Plan and Tree Survey to be the same scale and orientation. QT
plans should also have the same orientation
13.Submit Building Elevations for the QT with materials specified.
14.Correct the parking counts for the QT on the Concept and Phase One Exhibits
15.Concept Utility Plans need to be revised to
a.include all proposed utilities (water, sanitary sewer, and storm sewer) for proposed
development (not just for QT),
b.include sanitary sewer size,
c.make connection between the proposed and existing, and
d.add vault with double detector check at the Northwestern connection.
16.QT Utility Plans need to be revised to
a. include to include size for water main loop and sanitary sewer service
b.include the storm sewer system, and
c.the proposed fire hydrant south of QT will be required with QT phase.
Page 1 of 1
CITY OF COPPELL
PLANNING DEPARTMENT
STAFF REPORT
PD-295-HC, Archway 121
P&Z HEARING DATE:Held under advisement until January 17, 2019
C.C. HEARING DATE:
STAFF REP.:
LOCATION:
SIZE OF AREA:
CURRENT ZONING:
REQUEST:
APPLICANT:
HISTORY
1996 Future Land Use Plan
2030
Comprehensive PlanFreeway
Special District.
HISTORIC COMMENT
TRANSPORTATION
SURROUNDING LAND USE & ZONING
COMPREHENSIVE PLAN Coppell 2030 Comprehensive Master Plan
DISCUSSION ON REVISED SUBMITTAL
th
On November 15 , the Planning and Zoning Commission held this case under advisement,
with the public hearing left open, to allow the applicant time to address the issues and
concerns raised by staff and discussed at the public hearing. The applicant has:
Revised QT site plan by placing the convenience store at the corner of SH 121 and
Freeport Parkway and the gas canopy along Freeport Parkway.
Revised the Concept Plan by replacing the 3,900 square foot drive-through restaurant
with a 8,400 square foot retail building and increased the proposed office from a two-
story 34,300 to a 4-5 story 73,720 square foot office building with structured parking
and provided a pedestrian plaza area connecting the retail to the hotel.
Revised the Conceptual Building Elevations to incorporate building materials from
the QT and added architectural features such as metal canopies.
Increased buffers along street frontages from 15’ to 20’ to meet ordinance
requirements.
Saved one 22” pecan tree, but still clear cutting the remainder of the property.
Added Archway 121 Entry Sign(s).
Variances are still being requested to the Zoning Ordinance to allow significant deficits in
landscaping in the Concept Plan areas and variances to sign and canopy materials to allow the QT.
The proposed built-out has increased from 65,773 square feet to 107,520 square feet. The Traffic
Impact Analysis will be performed prior to the submission of a subdivision plat to ensure all needed
traffic improvements (i.e. driveway locations and deceleration lanes) are provided. It is staff’s
understanding that the applicant’s Traffic Engineer will be at the public hearing to address traffic
issues.
Staff reviewed the revised submission through the DRC process, and generated four pages of
technical comments, some were incorporated into this submission, other remain outstanding. The
outstanding technical comments are summarized below.
Concept Plan
The most significant issues with the concept plan is the significant shortage in the amount of
landscaping proposed for the future concept plan areas. Staff understands that at this time there
are no known users for the remainder of the property, but cannot support the approval of a Concept
Plan with such a significant deficit (approximately 26%) in landscaped areas.
The landscaping proposed for Tract A, the QT site (Detail Site Plan), exceeds the minimum
requirement for landscaped areas, however, the other three tracts are severely deficient, most
notably, in the non-vehicular (open space) requirement. Specifically, within Tract D, the hotel tract,
the pool/plaza area is being used to fulfill approximately 90 percent of the non-vehicular open space
requirement. Within Tract B, the two retail buildings, the non-vehicular open space is 100% plaza
area (hardscape), with no additional green areas as required by the Landscape Ordinance. There
are also deficiencies in interior landscaping and buffer area widths. Finally, there are discrepancies
on the size of buildings and landscape areas from plan to plan which calls into question the validity
of the calculations as presented. For example, depending on the exhibit, the landscape buffer
between the retail and hotel tracts varies in width from 14 to 20 feet. If this area is intended to be
an amenity to increase the pedestrian feel and aesthetics, it would be reasonable to increase, not
decrease this greenspace area. It is reasonable to assume that these lots will be sold to individual
end-users/developers and compliance with the regulations of the Landscape Ordinance is essential.
The compatibility in architectural design between the QT and the remainder of the property is
improved from the previous submittal, understanding that design details like cornices, metal
accents (with and without stripes), store front color/materials, etc. will be determined at the time of
Detail Site Plan approval through the PD Amendment Process. However, the question remains will
there be standards for attached signs to be of a consistent architectural theme? Are the QT attached
signs setting the standard for this development? The applicant’s request also states that:
“The colors and materials used for façade on Exhibits B1-B3 in no way intended to preclude
the use of architectural features of National Branding to define users in their own fashion”
Staff is unclear as to the intent if this statement. Finally, the Color Board submitted indicates a
dark grey stacked stone, two earth tone reds, six shades of grey brick and metal accents. Which of
these materials are intended for the QT development needs to be defined.
Various exhibits and renderings indicate a proposed brick wall(s) and a development sign, but there
is inconsistency as to the location and placement. Will there be decorative walls along SH 121 as
indicated on the Concept Plan? If so size, color, materials, height, etc. will need to be specified on
the site and landscape plans.
QT Detail Site Plan
The approval of the Detail Site Plan for the QT would require the following variances to the Zoning
Ordinance:
Variance to allow two monument signs, where only one 60-square foot sign is permitted, and
they appear to be internally illuminated. As noted above, a “Archway 121” development
sign is also proposed for this lot.
An attached, 121 square foot wall sign along the front façade of the QT building, exceeds the
maximum permitted by the sign ordinance by 29 square feet.
The red metal canopies on the buildings are prohibited in the Zoning Ordinance.
There appears to be window signage which covers 100% of the window, whereas, a
maximum of 10% is permitted by ordinance, and
To allow 20 sq. ft. button signs on the gas canopy, but it is unclear how many signs are being
requested.
As stated above, the Landscaping on this tract appears to exceed the minimum required by the
Zoning Ordinance, however there are discrepancies in the calculations in the Detail Plan and as
portrayed in the Concept Plan.
Although color renderings have been submitted for this QT, Building Elevations with the materials
specified, is also required. The elevations need to specify which of the 9 brick samples included on
the color board are proposed for this first phase development.
Finally, the following is a partial list of other outstanding technical and drafting conditions as
identified through the DRC process and remain unresolved.
1.Where are the monument signs/decorative walls proposed to be located included on the
“Development Branding” exhibit, if they are the unlabeled crescent shaped elements on the
plan, then the would require several variances to the Sign Ordinance in terms of number of
signs, placement and size, etc. Need additional detail as to size, materials, colors, illumination
etc.
2.Need additional detail on the patio/decorative paving area to be provided, if for outdoor
seating then it need to be noted and parked for that use.
3.What is the width of the landscaped area between Tracts B & D, it is noted as three different
widths.
4.Loading Areas (minimum of 12 feet by 30 feet) will be required for the hotel as well as the
office.
5.Fire Lanes need to be labeled Fire Lanes and Mutual Access Easements, and shall have a
minimum radii of 30 ft. inside and 54 ft. outside.
6.Need to provide additional detail on the proposed 4 story office, including what is the
maximum height.
7.Provide clarity if the QT will be equipped with an automatic fire sprinkler system, as
required for buildings 5,000 sq. f.t or greater. If so, then a riser room (minimum of 56 sq. ft.)
must be included to accommodate fire/life safety systems. The FDC must be located on the
building adjacent to the riser room, and the fuel islands shall be visible from POS.
8.Label/ title the Phase 1 exhibit, as such
9.Rectify all discrepancies in size of buildings, landscape calculations, etc.
10.Revise Concept Plan, Landscape Plan and Tree Survey to be the same scale and orientation.
QT plans should also have the same orientation
11.Submit Building Elevations for the QT with materials specified.
12.Correct the parking counts for the QT on the Concept and Phase One Exhibits
13.Concept Utility Plans need to be revised to
a.include all proposed utilities (water, sanitary sewer, and storm sewer) for proposed
development (not just for QT),
b.include sanitary sewer size,
c.make connection between the proposed and existing, and
d.add vault with double detector check at the Northwestern connection.
14.QT Utility Plans need to be revised to
a. include to include size for water main loop and sanitary sewer service
b.include the storm sewer system, and
c.the proposed fire hydrant south of QT will be required with QT phase.
REVISED RECOMMENDATION TO THE PLANNING AND ZONING COMMISSION:
Per direction of the Planning and Zoning Commission, the staff has worked with and advised
the applicant on revisions required and ordinance requirements, and after review and analysis
of the revised application, staff continues to recommend DENIAL of PD-295-HC, Archway 121,
for a Concept Plan for gas station, hotel, retail, restaurants and office uses on 8.6 acres and a
Detail Plan on 2.14 acres for a Convenience Food Store with Gas Pumps.
ALTERNATIVES:
1.Recommend approval of the request
2.Recommend disapproval of the request
3.Recommend modification of the request
4.Take under advisement for reconsideration at a later date
REVISED ATTACHMENTS:
1.Applicant’s Letter – Revised January 8, 2019
2.Concept Site Plan
3.Concept Phasing Exhibit
4.Concept Overall Landscape Plan (5 pages)
5.Concept Overall Landscape Rendering
6.Concept Tree Survey
7.Concept Retail Office Elevations
8.Concept Wall Signs (Branding Development)
9.QT Site Plan
10.QT Paving Plan
11.QT Landscape Plan
12.QT Building Elevations
13.QT Canopy Elevations
14.QT Signs – Attached
15.QT Signs – Monument
16.QT Signs – Canopy
17.QT Rendering
an impressive gateway into the community. Because these areas are designated as
major thoroughfare entry points, emphasis has been placed on building arrangement, setbacks,
parking, and landscape treatment, which are intended to be elements influencing the character of
entrance into the city”
2030 Master PlanFreeway
Special District
Focal Points
Setbacks
Building Form and Character
landuses
Comprehensive Plan
Zoning
Ordinance
“that the type of hotel or residence hotel proposed is compatible and consistent with and will have
no adverse effect on existing uses in the area, that the proposed use is equal to or exceeds development
standards of other uses and that the proposed use will not adversely affect the ability to locate, in the
future, additional uses that are allowed within the zoning district of the area”.
Technical Issues with the Concept Plan
o
o 2030
Master Plan
o
o
o
Technical Issues with the Detail Site Plan for QT
Zoning Ordinance
Comprehensive Plan
ORIGINAL RECOMMENDATION TO THE PLANNING AND ZONING COMMISSION:
6750 HILLCREST PLAZA DR.,STE. 325
DALLAS, TX 75230 (972) 490-7090 FAX (972) 490-7099
TEXAS ENGINEERING FIRM REGISTRATION No. 89
TEXAS SURVEYOR FIRM REGISTRATION No. 10086600
6750 HILLCREST PLAZA DR.,STE. 325
DALLAS, TX 75230 (972) 490-7090 FAX (972) 490-7099
TEXAS ENGINEERING FIRM REGISTRATION No. 89
TEXAS SURVEYOR FIRM REGISTRATION No. 10086600
)
).).
)1ll
1
2
1(a5a
2(
(
(g
I C
R7 gal.H2"
3
5
E
UC3
3" Cal.A
4T
B
N
S
IA
E
PGR
L
IF
A
L
R
2
U)
E
)).
).
BT3ll
1
7((2
aa
1
EA2I(g
(C
L2
I.RH
E"
l7 gal.R7
FR3" Cal.
)C
a T3
U
)U
6g
ASB
4B
8I
(3" Cal.
(7R
PE
E
F
L
LI
I
U
).
Hl
).
l3a
S
(
4a)
C
g
E.64
l 2"
(1
(
Ua E
3
5
ET
QC
R7 gal.
R
)"
UA
1
G
(3
BR
).RF
1lE
(
aOL
I
IL
C
H
"
C
3
0
S
I4
PN
G
A
).
lL
)
2
).)8a
.)
8llE
g
(2a24
a1 2T
(((45 gal.
(
CC 7
R
A
5 gal.R"S
AI"R
R
3
PVO3U
F
BB)
SE
2
EE
U(3" Cal.
M
L
H
QLI
U
R
U
I
B
H
C
E
.
L
l)
I)
S.
a l
I3
)4
a(
PC(
3 g
"
)
U
120
(3(7 gal.5
H
)43" Cal.
).
4
1lS
3N
().
al
2E
I2a
C()G
1.
1lU
H7 gal.(g
"(A
a
R
CLQ
3R7I
UC
UH
SB"
I
BC
3
P
E
L
ES
II
L
I
P
)).
)
l
1
28
(a
((
U g)
U
HRR2
I
5(
HA
RS3" Cal.
)V
3" Cal.
).1S P
lUU
11E ).
((RE
al
BIEH
US3" Cal.2a
I UU
C(
NHUES
E15 gal. g
H.BQ
"5 gal.Q
AL.l C H
lQE5 gal.0
CIa )
3E.5
N al
U4
)CLS2
a3" Cal.4
Sg II(
EN
I2 " QILE NEL (17)
PC
L1)
PI(7
(1) PIS CHI3
7)"G
11
(7 gal.(3(1) PIS CHI3" Cal.).A
lHES PAR (13)L
5
a
(
g
R
5
A
P
I
HS
E
C).
Rl
R
H
3I9a
U
US(
AI
H C
BI
B
N P
C"
H
E
E)
3
GLC).
LS
II5 l
I.2
Al (3" Cal.2a
)P)S(E
La
I C
T
9g)2
)1P
1S"
(3" Cal.(7 gal.
7
9A
(45 gal.(73
O
R
45 gal.
B
F
)
M
))L2
(3" Cal.
).1
l(8ULAG N40 (2)
2
6 1
a
E((
gS
T
RN5 gal.
O
5
A3" Cal.A
.A
lB
RP N
a
F
CM
SE
) L
L
"E
I
2U
(3H
I
H
C
.
l
.
Sal
I(1) PIS CHI3" Cal.
a
C
P
g
"
)
1
(3(12) ILE BUR7
).
l).
8l
a)
6a
1
2g(
(
( g
5R
S
N5
A
O
A
P
3" Cal.
B
N
S
E
E
M
L
IL
H
U
)
)
8
7
9
4
(
1
(
5 gal.
E 7 gal.
)
)
RR
12
((
GU
B
U0
R
EH4
OL3" Cal.45 gal.
LISN
U
UE
G
H
HU
A
S
L
SQ
E.
lE
Ua
U
QC
)Q
.)
1l
)"
()
a21
((3
2
C
R(3" Cal.
I
"2
)
V
E
33" Cal.
53" Cal.
T
(
E
)
I
3" Cal.
UA).
2l
H(1
Q R(a
3" Cal.
CI
F
QUE SHU (1)C
R
H
I
S"
3" Cal.
FRA TE2 (4)IC
V
3
P
SE
I
U
P
Q
).U
lU
U
R7
IaH
(H
H
VCS
IS
S
"
EHE
.
E.E
3l
UlCU
U Ua
a
QQ
SQC
Q CI
) )"
"1)
)P3" Cal.
(3" Cal.(2) QUE SHU1
2
3(3
2(
3" Cal.
(
)
1).
l
49
a
(1
(g
7 gal.
R
R5
3" Cal.
U
A
B
P
E
LS
3" Cal.
I
E
ULM BOS (2)
H
).
1l
FRA TE2 (1)
(
a
).
1l
(C
aU
"
CH
R
I3
"S
V
3
E
E)
U.
)1l
U1(
(a
Q
Q
IC
U
H"
H
C3
3" Cal.S
SE
I
U
P
Q
)
)
4
(
4
U
2
U(
H
H3" Cal.7 gal.
)
S1R
(S
U
E.
l
E
UB
Ua
U
H
QCE
3" Cal.
SQL
)"
I
1
(3E
U
Q
)
1
(
U).
l
1
H(a
R
I
SC
R
V
I
3" Cal."
E
V
E3
U
UE
Q
Q U
)
1
Q
(3" Cal.
).
l
0a
1
(
C))
11
I
"((
H
3
)
.US
1lC
)
)( 1
aHO
(
)3" Cal.3" Cal.
8S
CSB
)RI
6I
)R
51."P
(21lIE
(V
((M
a 3
7 gal. VU
3" Cal.L
RR
5 gal.CE
2U
EQU
UA
E"U
3" Cal.H
U
BPT
3Q
S
Q
E
SA
E
L
ER
I
U
HF
Q
).
l
3a
(
C
S"
)
1
3
O(
B
R
2S
I
E
O
MV
3" Cal.T
L
B
E
U
A.
Ul
M
Ra
L
QF
C
U
)
"
)
4
31
(3" Cal.
(
U
H2
E
S
T
E
A
U
R
QF
))
11
(3" Cal.
(3" Cal.
R
U
B
E
).
L
l
UI
2)
a
()
H
2).
C(l
13
(S
Sa
"
3
S
C1
O3RE
(7 gal.
I.
O3" Cal.S"l
B3" Cal.U
Va
BO3
Q
C
MBE
)
LM"
U
FRA TE2 (1)2
L
UM(3
Q
UL
U
)
1
(3" Cal.
S
U
)O
.
1lH
(B
a
S
C
R
I E.M
l.
"l
L
VUa
a
3
U
QC
C
E
)
)"
"
U1
6
(3
(3
Q
SYSTEM BUT NOT ROOT BOUND. FULLSYSTEM BUT NOT ROOT BOUND. FULLSYSTEM BUT NOT ROOT BOUND. FULLSYSTEM BUT NOT ROOT BOUND. FULLSYSTEM BUT NOT ROOT BOUND. FULL
REMARKSLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH
NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDREMARKSLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDREMARKSBROAD TOPBROAD TOPBROAD TOPBROAD
TOPREMARKSBROAD TOP
REMARKSLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH
NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDREMARKSROOT SYSTEM BUT NOT ROOTBOUND. FULL BROAD TOPREMARKSROOT SYSTEM BUT NOT ROOTBOUND. FULL BROAD
TOPROOT SYSTEM BUT NOT ROOTBOUND. FULL WITH RED BLOOMSREMARKSREF. SPECIFICATIONS
SPACINGSPACINGSPACING36" OCCONTAINER GROWN, MATURE ROOT36" OCCONTAINER GROWN, MATURE ROOT36" OCCONTAINER GROWN, MATURE ROOTSPACING24" O.C.CONTAINER GROWN, MATURE ROOT
SPACINGSPACINGSPACINGSPACING
HEIGHTHEIGHTHEIGHTHEIGHT
HEIGHTHEIGHTHEIGHTHEIGHT
3" CAL.10`-12` HTAS SHOWNSINGLE STRAIGHT TRUNK. MAIN3" CAL.12` MIN. HTAS SHOWNSINGLE STRAIGHT TRUNK. MAIN3" CAL.12` MIN. HTAS SHOWNSINGLE STRAIGHT TRUNK. MAIN3" CAL.12` MIN. HTAS SHOWNSINGLE
STRAIGHT TRUNK. MAIN
SIZESIZESIZE5 GAL.18"-24"SIZE
3" CAL.10`-12` HTAS SHOWNSINGLE STRAIGHT TRUNK. MAIN3" CAL.12` MIN. HTAS SHOWNSINGLE STRAIGHT TRUNK. MAIN3" CAL.12` MIN. HTAS SHOWNSINGLE STRAIGHT TRUNK. MAIN3" CAL.12` MIN. HTAS SHOWNSINGLE
STRAIGHT TRUNK. MAIN
SIZESIZESIZE1 GAL10"-12"24" O.C.CONTAINER GROWN, MATURESIZESOD
TEXAS ASH
COMMON NAMECHINESE PISTACHESHUMARD RED OAKSOUTHERN LIVE OAK3" CAL.12` MIN. HTAS SHOWNSINGLE STRAIGHT TRUNK. MAINBOSQUE ELMCOMMON NAMECOMMON NAMEDWARF YAUPONNELLIE STEVENS HOLLY15 GAL.6`
MIN. HT48" OCCONTAINER GROWN, MATURE ROOTCOMMON NAMEMEXICAN FEATHER GRASS1 GAL.10"-12"
TEXAS ASHAUTUMN SAGE
COMMON NAMECHINESE PISTACHESHUMARD RED OAKSOUTHERN LIVE OAK3" CAL.12` MIN. HTAS SHOWNSINGLE STRAIGHT TRUNK. MAINCOMMON NAMECOMMON NAMEMEXICAN FEATHER GRASS1 GAL.10"-12"24" O.C.CONTAINER
GROWN, MATURECOMMON NAMEBERMUDA GRASS
BOTANICAL NAMEFRAXINUS TEXENSISPISTACIA CHINENSISQUERCUS VIRGINIANAULMUS PARVIFOLIA `BOSQUE`BOTANICAL NAMEBOTANICAL NAMEBOTANICAL NAME
BOTANICAL NAMEFRAXINUS TEXENSISPISTACIA CHINENSISQUERCUS SHUMARDIIQUERCUS VIRGINIANAULMUS PARVIFOLIA `BOSQUE`BOSQUE ELMBOTANICAL NAMEBOTANICAL NAMEBOTANICAL NAME
QTYQTYQTYQTY
QTYQTYQTYQTY
CODEQUE SHU13QUERCUS SHUMARDIIQUE VIR5CODECODECODESTI TE21,306NASSELLA TENUISSIMA
FRA TE26PIS CHI7ULM BOS6LAG N4012LAGERSTROEMIA INDICA `NATCHEZ`NATCHEZ CRAPE MYRTLE45 GAL.8` HEIGHT MINAS SHOWNSINGLE STRAIGHT TRUNK. MAINHES PAR46HESPERALOE PARVIFLORA `PERPA` TMBRAKELIGHTS
RED YUCC5 GAL.18"-24"ILE BUR148ILEX CORNUTA `BURFORDII NANA`DWARF BURFORD HOLLY7 GAL.36" MINILE NAN46ILEX VOMITORIA `NANA`ILE NEL17ILEX X `NELLIE R STEVENS`
CODEFRA TE26PIS CHI7QUE SHU12QUE VIR6ULM BOS13CODECODESTI TE21,598NASSELLA TENUISSIMASA GR440SALVIA GREGGII `RED`CODECYN DAC24,312 SFCYNODON DACTYLON
ILE BUR159ILEX CORNUTA `BURFORDII NANA`DWARF BURFORD HOLLY7 GAL.36" MIN36" OCCONTAINER GROWN, MATURE
NJ?LR QAFCBSJC RP?AR B TREESORNAMENTAL TREESSHRUBSGROUND COVERS
NJ?LR QAFCBSJC RP?AR A TREESSHRUBSGROUND COVERSSOD/SEED
TTT
O
OO
N
NN
N
..
O.OO
E
EEE
RDRDRD
NN
NNK
KKK
II
II
N
NN
EE
DDE
DD
OAOAO
AOA
UU
U
RR
R
NN
NNRR
RR
MM
MM
OOO
UUU
U
UBUB
BU.B..
.
TBTBTB
K
KKOO
KOO
OOOAAA
O
TT
T
BNB
NBNBN
NNN
NMMM
OOO
UU
UUT
TTT
S
,,,
HRHOO
RHRHRO
OO
OONN
NN
TTT
TTTTTRR
R
I I
I I
O
OOOO
W
WWI
T
TT
TTTT
R
RWRW
WRWPPP
T
OO
HO
HHH
OO
O
TTTOOA
TTTTTO
RR
R
GGG
GNNN
TT
IIT
IICO C
COCOCO
G
GGI
AAAT
AAATT
AAN
NNNDDF
D
I
RR
RTRTR
RTRTUU
U
AA
A
D
DDTDTEEEC
TT
NNNBB
NB
S
ISIS O
II O O
S
SSNS NE
S N N NNN
IIIK
KKR
KRR
ARAMMMP
RARAR
EE
E E AAAR
RR
BBB
RE
EEES
EEEL
LL
LSTTT
SSSA
AA
AT.
TT
LLL
DD
DD
GGBN
GBGBBNN
F
LSLM
MMSLS
MAAA
A
NNN
NMOOOE
MMMYYYE
IEIEUUU
EIIEI
EIEI
EI
R
CSCSFCSFR
SRSLLRF
RSLLSLLLL
SYSTEM BUT NOT ROOT BOUND. FULLSYSTEM BUT NOT ROOT BOUND. FULLSYSTEM BUT NOT ROOT BOUND. FULLSYSTEM BUT NOT ROOT BOUND. FULLWITH RED BLOOMS
REMARKSLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH
NO BROKENLIMBS AND NOT ROOT BOUNDLEADER INTACT WITH NO BROKENLIMBS AND NOT ROOT BOUNDREMARKSBROAD TOPBROAD TOPREMARKS12" O.C.BROAD TOPREMARKSREF. SPECIFICATIONS
NN
NN
WWG
WWG
G
G
ON
OOON
N
NI
I
IC
ICC
H
HHH
C
CC
COOO
S
SSS
A
AA
A """
P
SP
SSP664
PS
2S
AS33
AAAS
S
SPACINGSPACINGSPACINGSPACING
N
I
M
TTT
T
T
HHH
H
H
...
T
TT
TG
`NNN"N
I
IIII
H
2HH
H4
E
1MMM
M2G
GG
G- -I
HI
I
I"
""
`
``
E
EE
64
E`8
22HEIGHTHEIGHTHEIGHTHEIGHT
0
2
3H
H8H1
H111
.
.
..
..
L.
LLL
L
LL
A
AAA
AA
A
E
EG
C
CC
G
ZGG
Z SIZE3" CAL.10`-12` HTAS SHOWNSINGLE STRAIGHT TRUNK. MAIN3" CAL.12` MIN. HTAS SHOWNSINGLE STRAIGHT TRUNK. MAIN3" CAL.12` MIN. HTAS SHOWNSINGLE STRAIGHT TRUNK. MAIN3" CAL.12` MIN.
HTAS SHOWNSINGLE STRAIGHT TRUNK. MAINSIZESIZE4"POTSIZESOD
1 GAL10"-12"24" O.C.CONTAINER GROWN, MATURE ROOT
I
I"5
""
SOD
755SIZE
33SIZE4S
S3
E
Y
L
L
T
LM
R
OU
Y
L
KH
E
M
A
A
H
S
D
T
E
O
CS
RNEE
EE
E
P
AA
P
D
OOM
M
MA
M
T
R
EF
POA
AA
AR
S
G
IRR
UR
N
NN
NC
H
P
UA
OA
D
ZN
SNN
N
BYL
ED
R
E
AO
O
O
O
SFF
AU
N
H
M
SEM
MR
MR
E
MM
C
A
NAA
M
MME
MIR
UT
X
RO
OWWE
HOA
OH
E
COMMON NAMETEXAS ASHCHINESE PISTACHESHUMARD RED OAKSOUTHERN LIVE OAK3" CAL.12` MIN. HTAS SHOWNSINGLE STRAIGHT TRUNK. MAINCOMMON NAMECOMMON NAMEAUTUMN SAGECOMMON NAME
BOSQUE ELMBIG BLUE LILYTURFMEXICAN FEATHER GRASS1 GAL.10"-12"24" O.C.CONTAINER GROWN, MATURE ROOTBERMUDA GRASS
GCB
CCDD
TCSN
C
`
Z
`
E
A
H
N
C
A
T
N
A
I
I
N
`E
D
S
R
A`
N
A
O
C
I
I
IE
FN
N
D
N
D
SRAO
SI
I
IN
RL
U
IN
H
S
S
EY
AE`
EB
E
C
NA
T
N`
I
M
MM
M A
M
E
I
EC
A
MAM
UAA
A
XNR
A
I
ETUN
N
HN
N
E
D
O
L
HU
SO
L
TL
L
L T
A
CI
N
RAN
AA
A
S
ST
TR
MC
CO
AC
CUI
E
UIII
IS
O
OD
P
CN
CN
NN
NR
ICV
O
RA
AA O
AE
A
X
T
TETXXN
TR
T
AG
Y
SEE
UO
OOO
OI
RA
L
L
C
ILB
?QBLBI
FP
B
BOTANICAL NAMEFRAXINUS TEXENSISPISTACIA CHINENSISQUERCUS SHUMARDIIQUERCUS VIRGINIANAULMUS PARVIFOLIA `BOSQUE`BOTANICAL NAMEHESPERALOE PARVIFLORA `PERPA` TMBRAKELIGHTS RED YUCC5 GAL.18"-24"36"
OCCONTAINER GROWN, MATURE ROOTILEX CORNUTA `BURFORDII NANA`DWARF BURFORD HOLLY7 GAL.36" MIN36" OCCONTAINER GROWN, MATURE ROOTBOTANICAL NAMEBOTANICAL NAME
R
F
S
A
1
5
?
3
Y
YY
Y,
8
T
TT
T8
8
0
P
Q3
3Q411162
3Q
Q1818
R QTYQTYQTYQTY
C
UE
C 3
2
IA
RNR
H
A
J E
A
HUD
SGE
E
EN
E
T
BN
C
D
S DD
E N
DR
G
A
EOY
SOE
UO
OO
IA
R
LL
CC
CIIL
B QCL
CFP
CODEFRA TE25PIS CHI20QUE SHU7QUE VIR5ULM BOS5CODEHES PAR35ILE BUR99CODELIR BIG1,244LIRIOPE MUSCARI `BIG BLUE`STI TE21,028NASSELLA TENUISSIMASA GR392SALVIA GREGGII `RED`CODECYN DAC12,936
SFCYNODON DACTYLON
C
F
S
E
E
A
R
T
Q
L
A
R
T
D
N
L
E
E
S
E
MB
S
?S
/
A
U
E
D
J NR
E
RO NJ?LR QAFCBSJC RP?AR @
HTREESSHRUBSGROUND COVERSSOD/SEED
R
S
OS
N T
GNRIEENIGNE
01/04/19DATE:
QT18001JOB NUMBER:
SHEET:
SHEET:
REV:
DESIGNED BY:DRAWN BY:ISSUE DATE:
JOB NUMBER:CHECKED BY:
PRELIMINARY SITE PLAN
N
PRELIMINARY
PHASE 1 PAVING PLAN
N
LANDSCAPE PLAN
PRELIMINARY PRELIMINARY
N
BQQSPWFE
2203903129
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::76
78<:;;87=>-?/$ @A-B=>-?/$ C-$/(
/%+"';<4'-&*"4'=! !1 4'
8
>"# %(?4'@")"#"?A"4';?'$(?!#(+4'
#$%&5 $?/
C-D%-$AE*?
7 F8<F 789
/%+"'$#" !"B4'
0$B1 GA$?/$%/5 *H 0$%-
/%+"'0 2"4'/%? +'CA!%(?4'
-%!+"4'
DEFG;$'HIC@;0J4
0*?5E/-% $11%*.$, *H $? *%/E?$?D- *H AI- 0EA( *H 0*11-,,2 3-4$52 %-$/*1AE?>2
%$AEH(E?>2 %-1+J,E5IE?> $?/ -4A-?/E?> 0I$1A-% 9 *H AI- 0*/- *H K%/E?$?D-52
=%AED,- 9:892 L*+AI 0$B1 #%*>%$B5 GA$?/$%/5 *H 0$%-M $?/ $+AI*%ENE?> AI-
O$(*% A* 5E>?"
0(!" 4'
=*(? (# 4'I? A!2"?!'< !"4'
O-B*"1/H2 K%/E?$?D-"1/H2 GA$?/$%/5 *H 0$%- 789"1/H
C!! AK2"?! 4'I? A!2"?!'0123"#4'
$(?! A!4'
H" #%?L'< !"4'
<# )!"#4'I))"A!%M"'< !"4'
H% !(#&'()'G"L% + !%M"'/%+"'''''
>"#9
CA!%?L'F(B&4''< !"4''CA!%(?4''="?!'-(4''<1"'< !"4'@"!1#?'@" 1+!4'
%(?4'
< !"4''
80EA( 0*+?DE,7 F PF 789
-".!'()'G"L% + !%M"'/%+"'56789::76
3EA,-
DEFG;$'HIC@;0J4
0*?5E/-% $11%*.$, *H $? *%/E?$?D- *H AI- 0EA( *H 0*11-,,2 3-4$52 %-$/*1AE?>2 %$AEH(E?>2
%-1+J,E5IE?> $?/ -4A-?/E?> 0I$1A-% 9 *H AI- 0*/- *H K%/E?$?D-52 =%AED,- 9:892 L*+AI 0$B1
#%*>%$B5 GA$?/$%/5 *H 0$%-M $?/ $+AI*%ENE?> AI- O$(*% A* 5E>?"
G+BB$%(
G-- $AA$DI-/ B-B*"
/% A +';2* A!4
Q!?A-% RE5D$, @B1$DA GA$A-B-?A S-%-T
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<#5=
=! ))'@"A(22"?B !%(?4
3I- #$%&5 $?/ C-D%-$AE*? U-1$%AB-?A %-D*BB-?/5 $11%*.$,"
J( +';A(?4
=1 ! %? 3+"'$%!&'J(M"#?2"?!
F1 %?" 'D#( *"#%!&
$(221?%!&'N"++?" ' ?B'I?#%AK2"?!
="? "'()'$(221?%!&
=*"A% +'D+ A"'!('G%M"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
From: Brad Reid, Director of Parks and Recreation
Date: February 26, 2019
Reference: Consider approval of an ordinance of the City of Coppell, Texas, readopting,
ratifying, republishing and extending Chapter 9 of the Code of Ordinances, Article
9-19, Youth Camp Programs Standards of Care; and authorizing the Mayor to
sign.
2030: Sustainable Government - Excellent City Services with high level of Customer
Satisfaction, Financial Resources to Support City Services, Community Wellness and
Enrichment - Recreation Programs and Services for all Generations.
Introduction:
This item is submitted annually to the City Council so that guidelines for state exemption of day care
licensing can be applied for all youth camp programs offered by the Parks and Recreation Department.
These camps include Camp Do-It-All, KidzConnect, Missoula, and all those offered at the Recreation
Center in the summer and any individual holiday camps that are scheduled throughout the school year.
Analysis:
The youth camps offered by the City of Coppell are exempt from licensure as observed in the Texas
Administrative Code Title 40 Chapter 745.115(3) of the Texas Department of State Health Services
(DSHS). This is applicable because our programs are operated by a municipality, are recreation
programs for children ages 5 through 13, and because they meet the following criteria:
The Standards of Care for the program are annually adopted by ordinance.
The Standards of Care include staffing ratios and qualifications, facility health and safety standards,
and monitoring and enforcement provisions.
The Standards of Care are provided to the parents of each program participant.
The parents of each program participant are informed that the program is not licensed by the state.
The program is not advertised as child care.
1
As parents register their children for Coppell camps, they are provided a copy of the Standards of Care,
as listed in the requirements. Along with the standards they are also provided information on camp
hours of operation, rules, attire, activities and field trips, and all other information parents need for camp
to be successful for their child. These Standards of Care are closely monitored by the Recreation
Coordinator, CORE Manager as well as by the Assistant Director of Recreation.
Legal Review:
Agenda item was reviewed by the cit
Fiscal Impact:
There is no fiscal impact attached to this agenda.
Recommendation:
The Parks and Recreation Department recommends approval.
2
AN ORDINANCE OF THE CITY OF COPPELL
ORDINANCE NO. ____________
AN ORDINANCE OF THE CITY OF COPPELL, TEXAS,
READOPTING, RATIFYING, REPUBLISHING AND EXTENDING
CHAPTER 9 OF THE CODE OF ORDINANCES, ARTICLE 9-19,
YOUTH CAMP PROGRAMS STANDARDS OF CARE;
PROVIDING A REPEALING CLAUSE; PROVIDING A
SEVERABILITY CLAUSE; PROVIDING A SAVINGS CLAUSE;
AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City of Coppell operates Youth Camp programs; and
WHEREAS, the City of Coppell has adopted and implemented a comprehensive
standards of care to provide a safe and instructive atmosphere; and
WHEREAS, the City of Coppell has previously passed and adopted youth camp
programs standards of care and desires to re-adopt in accordance with state law; and
WHEREAS, that state law requires each City to review and update its standards of
care regulations for youth programs and hold the appropriate public hearing.
NOW THEREFORE BE IT ORDAINED BY THE CITY COUNCIL OF
COPPELL, TEXAS, THAT:
SECTION 1. That after Public Hearings Ordinance No. 2010-1248, as readopted
and amended by Ordinance No. 2012-1306, Ordinance No. 2013-1338, Ordinance No.
2014-1375, Ordinance No. 2015-1411, Ordinance No. 2016-1432, Ordinance No. 2017-
1475, No. 2018-1489 as codified in Chapter 9, Article 9-19 Youth Camp Program
Standards of Care, Section 9-19-1 through Section 9-19-19 of the Code of Ordinances of
the City of Coppell, Texas, as amended, after public hearing, is hereby readopted ratified,
republished and extended in its entirety from the date of its adoption and shall remain in
effect through April 2020 unless otherwise repealed, amended or terminated as provided
by state law.
Page 1
TM 86270
SECTION 2. That all provisions of any ordinance or the Code of Ordinances of the
City of Coppell, Texas, except as provided herein, in conflict with the provisions of this
ordinance be, and the same are hereby, repealed, and all other provisions not in conflict with
the provisions of this ordinance shall remain in full force and effect.
SECTION 3. That should any word, phrase, paragraph, or section of this ordinance
or of the Code of Ordinances, as amended hereby, be held to be unconstitutional, illegal or
invalid, the same shall not affect the validity of this ordinance, in whole, in part or provision
thereof other than the part so decided to be unconstitutional, illegal or invalid, and shall not
affect the validity of the Code of Ordinances of the City of Coppell, Texas as a whole.
SECTION 4. That this ordinance shall take effect immediately from and after its
passage and publication, as the law and charter in such cases provide.
DULY PASSED by the City Council of the City of Coppell, Texas, this ___ day
of _______________, 2019.
APPROVED:
By:
KAREN SELBO HUNT, MAYOR
ATTEST:
By:
CHRISTEL PETTINOS, CITY SECRETARY
APPROVED AS TO FORM:
By:
ROBERT E. HAGER, CITY ATTORNEY
(REH/gd)
Page 2
TM 86270
CITY OF COPPELL YOUTH CAMP PROGRAMS
STANDARDS OF CARE
The Standards of Care are intended to be minimum standards by which the City of Coppell Parks &
Recreation Department will operate the City's Youth Camp Programs. The programs operated by the City
are recreational in nature and are not day care programs.
GENERAL ADMINISTRATION
Organization
A. The governing body of the City of Coppell Youth Camp Programs is the Coppell City
Council.
B. City of Coppell Youth Camp Programs are exempt from the Department of TEXAS state
Health Department licensure under state law.
C. Implementation of the Youth Programs Standards of Care is the responsibility of the
Parks & Recreation Department Director and Departmental employees.
D. Youth Program ("Program") to which these Standards of Care will apply is the Summer
Recreation Program and selected days off from the school calendar.
E. Each Youth Program site will have available for public and staff review a current copy of
the Standards of Care.
F. Parents of participants will be provided a current copy of the Standards of Care during
the registration process.
G. Criminal background checks will be conducted on prospective Youth Program
employees. If results of the criminal check indicate that an applicant has been convicted
of any of the following offenses, he or she will not be considered for employment:
(1) A felony or a misdemeanor classified as an offense against a person or family;
(2) A felony or misdemeanor classified as public indecency;
(3) A felony or misdemeanor violation of any law intended to control the possession
or distribution of any controlled substance;
(4) Any offense involving moral turpitude;
(5) Any offense that would potentially put youth participants or the City of Coppell
at risk.
Definitions
A. City: City of Coppell
B. City Council: City Council of the City of Coppell
C. Department: Parks & Recreation Department of The City of Coppell
D. Youth Programs or Program: City of Coppell Youth Programs currently
consisting of the Summer Recreation Program and selected days off from school.
E. Program Manual: Notebook of policies, procedures, required forms, and organizational
and programming information relevant to Coppell Youth Programs.
F. Director: City of Coppell Parks & Recreation Department Director or his or her
designee.
G.
Assistant Director of Recreation.
H. Recreation Coordinator: City of Coppell Parks & Recreation Department Recreation
Coordinator.
I. Site Director: City of Coppell Parks & Recreation Department Seasonal/Temporary
Programmer who has been assigned administrative responsibility for a Coppell Youth
Program.
J. Program Counselor: City of Coppell Parks & Recreation Department
Seasonal/Temporary employee who has been assigned responsibility to implement the
City's Youth Program.
K. Program Site: Area and facilities where Coppell Youth Programs are held consisting of
the Coppell Independent School District Campus and the Aquatic and Recreation Center.
L. Participant: A youth whose parent(s) have completed all required registration procedures
and determined to be eligible for a Coppell Youth Program.
M. Parent(s): This term will be used to represent one or both parent(s) or adults who have
legal custody and authority to enroll their child(ren) in Coppell Youth Programs.
N. Employee(s): Term used to describe people who have been hired to work for the City of
Coppell and have been assigned responsibility for managing, administering, or
implementing some portion of the Coppell Youth Programs.
O. Recreation Center: The Coppell Independent School District campuses or the Aquatics
and Recreation Center which hosts the Summer Recreation Program and selected days off
from school.
P. Water Front Director: City of Coppell Parks & Recreation Department Aquatics
Operation Supervisor or Head Lifeguard as assigned by the Recreation Manager.
Inspections/Monitoring/Enforcement
A. A monthly inspection report will be initiated by the Site Director of each Program to
confirm that the Standards of Care are being met.
B. The Assistant Director of Recreation will make visual inspections of the Program based
on the following schedule:
(1) Inspection reports will be sent to the Recreation coordinator for review and kept
on record for at least two years.
(2) The Recreation Coordinator will review the report and establish deadlines and
criteria for compliance with the Standards of Care.
C. The Summer Recreation Program will be inspected twice during its summer schedule. In
addition, selected days at the Aquatics and Recreation Center will be visited during the
school year.
D. Complaints regarding enforcement of the Standards of Care will be directed to the Site
Director. The Site Director will be responsible to take the necessary steps to resolve the
problems. The Site Director will record complaints regarding enforcement of the
Standards of Care and their resolution. The Recreation Coordinator will address serious
complaints regarding enforcement of the Standards of Care and the complaint and
resolution will be noted.
E.
Council on the overall status of the Youth Program and its operation relative to
compliance with the adopted Standards of Care.
Enrollment
A. Before a child can be enrolled a parent must sign registration forms that contain the
child's:
(1) name, address, home telephone number;
(2) name and address of parents and telephone number during Program hours;
(3) the names and telephone numbers of people to whom the child can be released or
names of those who may not pick them up;
(4) a statement of the child's special problems or needs;
(5) emergency medical authorization;
(6) proof of residency when appropriate; and
(7) a liability, transportation, photo and movie waiver
Suspected Abuse
Program employees will report suspected child abuse or neglect in accordance with the Texas
Family Code.
STAFFING - RESPONSIBILITIES AND TRAINING
Site Director Qualifications
A. Site Director will be Seasonal/Temporary professional employees of the City of Coppell
Parks & Recreation Department and will be required to have all Recreation Site Director
qualifications as outlined in this document.
B. Site Director must be at least 21 years old
C. Site Director must have a bachelor's degree from an accredited college or university.
Acceptable degrees include:
(1) Recreation Administration or General Recreation
(2) Physical Education, Secondary or Elementary Education
(3) Any other comparable degree plan that would lend itself to working in a public
recreation environment
D. Site Director must have two years experience planning and implementing recreational
activities.
E. Site Director must pass a background investigation including testing for illegal
substances.
F. Site Director must have successfully completed a course in First Aid and
Cardio-Pulmonary Resuscitation (CPR) based on either American Heart Association or
American Red Cross standards.
G. Site Director must be able to furnish proof of a clear tuberculosis test within 12 months
prior to their employment date.
Site Director's Responsibilities
A. Site Directors are responsible to administer the Programs' daily operations in compliance
with the adopted Standards of Care.
B. Recreation Coordinator and Site Directors are responsible to recommend for hire,
supervise, and evaluate Counselors. Camp management shall ascertain and have on
record information, such as a letter of reference, attesting to the character and integrity of
each staff member, and information, such as training certificates, attesting to the ability of
each staff member to perform the tasks required in his or her position.
C. Site Directors are responsible for planning, implementing, and evaluating programs.
D. Site Directors will be considered Camp Health Officers. Duties will consist of, but not
limited to: dispensing of medication and first aid, records management of incidences,
Counselor Qualifications
A. Counselors will be Seasonal/Temporary employees of the Parks & Recreation
Department.
B. Counselors working with children must be age 17 or older and have completed high
school; however, each site will have at least one employee 18 years old or older present
at all times.
C. Counselors should be able to consistently exhibit competency, good judgment, and self-
control when working with children.
D. Counselors must relate to children with courtesy, respect, tolerance, and patience.
E. Counselors must have successfully completed a course in First Aid and CPR based on
either American Heart Association or American Red Cross standards. An exception can
be made for no more than one staff person at each site and that person shall successfully
complete a First Aid and CPR course within two weeks of starting work.
F. Each Counselor must be able to furnish proof of a clear tuberculosis test within the 12
months prior to their employment date.
G. Counselors must pass a background investigation including testing for illegal substances.
Counselor Responsibilities
A. Counselors will be responsible to provide participants with an environment in which they
can feel safe, can enjoy wholesome recreation activities, and can participate in
appropriate social opportunities with their peers.
B. Counselors will be responsible to know and follow all City, Departmental, and Program
standards, policies and procedures that apply to Coppell Parks and Recreation Youth
Programs.
C. Counselors must ensure that participants are released only to an authorized parent or an
authorized adult designated by the parent. All Program sites will have a copy of the
Department approved plan to verify the identity of a person authorized to pick up a
participant if that person is not known to the Counselor.
Training/Orientation
A. The Department is responsible for providing training and orientation to Program
employees in working with children and for specific job responsibilities. Recreation
Coordinator will provide each Counselor and Site Director with a Program Manual
specific to the Youth Program.
B. Program employees must be familiar with the Standards of Care for Youth Program
operation as adopted by the City Council.
C. Program employees must be familiar with the Program's policies including discipline,
guidance, and release of participants as outlined in the Program Manual.
D. Program employees will be trained in appropriate procedures to handle emergencies by
the Recreation Coordinator and/or professionals in the field.
E. Program employees will be trained in areas including City, Departmental, and Program
policies and procedures, provision of recreation activities, safety issues, child
psychology, and organization.
F. Program employees will be required to sign an acknowledgement that they received the
required training.
OPERATIONS
Staff-Participant Ratio
A. In a Coppell Youth Program, the standard ratio of participants to Counselors shall not
exceed 20 to 1. In the event a Counselor is unable to report to the Program site, a
replacement will be assigned. The camp director shall not be included in the supervisor
to camper ratio in camps serving over 50 campers at a time.
B. Each participant shall have a Program employee who is responsible for him or her and
who is aware of the participant's habits, interests, and any special problems as identified
by the participant's parent(s) during the registration process.
Discipline
A. Program employees will implement discipline and guidance in a consistent manner based
on the best interests of Program participants.
B. There must be no cruel or harsh punishment or treatment.
C. Program employees may use brief, supervised separation from the group if necessary.
D. As necessary, Program employees will initiate discipline reports to the parent(s) of
participants. Parents will be asked to sign discipline reports to indicate they have been
advised about specific problems or incidents.
E. A sufficient number and/or severe nature of discipline reports as detailed in the Program
Manual may result in a participant being suspended from the Program.
F. In instances where there is a danger to participants or staff, offending participants will be
removed from the Program site as soon as possible.
Programming
A. Program employees will attempt to provide activities for each group according to the
participants' ages, interests, and abilities. The activities must be appropriate to
participants' health, safety, and well being. The activities also must be flexible and
promote the participants' emotional, social, and mental growth.
B. Program employees will attempt to provide indoor and outdoor time periods that include:
(1) Alternating active and passive activities;
(2) Opportunity for individual and group activities, and
(3) Outdoor time each day weather permits.
Communication
A. The Program site will have a mobile phone to allow the site to be contacted by Parks &
Recreation personnel or for making emergency calls.
B. The Site Director will post the following telephone numbers adjacent to a mobile phone
accessible to all Program employees at the site:
(1) Coppell Ambulance or Emergency Medical Services;
(2) Coppell Police Department;
(3) Coppell Fire Department;
(4) Coppell Independent School District campuses;
(5) Numbers at which parents may be reached;
(6) The telephone number for the site itself.
Transportation
A. Before a participant may be transported to and from city sponsored activities, a
transportation form, completed by the parent of the participant, must be filed with the Site
Director.
B. First Aid supplies and a First Aid and emergency care guide will be available in all
Program vehicles that transport children.
C. All Program vehicles used for transporting participants must have available a 6-BC
portable fire extinguisher which will be installed in the passenger compartment of the
vehicle and must be accessible to the adult occupants.
FACILITY STANDARDS
Safety
A. Program employees will inspect the Program site daily to detect sanitation and safety
concerns that might affect the health and safety of the participants. A daily inspection
report will be completed by Program employees and kept on file by the Site Director.
B. Buildings, grounds, and equipment on the Program site will be inspected, cleaned,
repaired, and maintained to protect the health of the participants.
C. Program equipment and supplies must be safe for the participants' use.
D. Program employees must have First Aid supplies readily available at each site, during
transportation to an off-site activity, and for the duration of any off-site activity.
E. Program air conditioners, electric fans, and heaters must be mounted out of participants'
reach or have safeguards that keep participants from being injured.
F. Program porches and platforms more than 30 inches above the ground must be equipped
with railing participants can reach.
G. All swing seats at the Program site must be constructed of durable, lightweight, relatively
pliable material.
H. Program employees must have First Aid supplies readily available to staff in a designated
location. Program employees must have an immediately accessible guide to First Aid
and emergency care.
I. Restrooms will be inspected on a frequent basis to insure that no undesirable activity is
occurring. Manual logs will be included with inspection reports indicated above to show
that staff checks restrooms.
Fire
A. In case of fire, danger of fire, explosion, or other emergency, Program employees' first
priority is to evacuate the participants to a designated safe area.
B. The Program site will have an annual fire inspection by the local Coppell Fire Marshall,
and the resulting report will detail any safety concerns observed. The report will be
forwarded to the Director of Parks & Recreation who will review and establish deadlines
and criteria for compliance. Information from this report will be included in the Director
of Parks & Recreation annual report to the Council.
C. The Program site must have at least one fire extinguisher approved by the Fire Marshall
readily available to all Program employees. The fire extinguisher is to be inspected
monthly by the Site Director, and a monthly report will be forwarded to the Recreation
Manager who will keep the report on file for a minimum of two years. All Program
employees will be trained in the proper use of fire extinguisher.
D. Fire drills will be initiated at Program sites based on the following schedule:
(1) Summer Recreation Program: A fire drill twice during the session.
Health
A. Illness or Injury
(1) A participant who is considered to be a health or safety concern to other
participants or employees will not be admitted to the Program.
(2) Illnesses and injuries will be handled in a manner to protect the health of all
participants and employees.
(3) Program employees will follow plans to provide emergency care for injured
participants with symptoms of an acute illness as specified in the Program
manual.
(4) Program employees will follow the recommendation of the Texas Department of
Health concerning the admission or readmission of any participant after a
communicable disease.
B. Program employees will administer medication only if:
(1) Parent(s) complete and sign a medication form that provides authorization for
staff to dispense medication with details as to time and dosages. The form will
include a hold harmless clause to protect the City.
(2) Prescription medications are in the original containers labeled with the child's
name, a date, directions, and the physician's name. Program employees will
administer the medication only as stated on the label. Program employees will
not administer medication after the expiration date.
(3) Nonprescription medications are to be labeled with the child's name and the date
the medication was brought to the Program. Nonprescription medication must be
in the original container. Program employees will administer it only according to
label direction.
(4) Medication dispensed will be limited to routine oral ingestion not requiring
special knowledge or skills on the part of Program employees. The Program
employees will administer no injections.
(5) Program employees must ensure medications are inaccessible to participants or,
if it is necessary to keep medications in the refrigerator (when available),
medications will be kept separate from food.
C. Toilet Facilities
(1) The Program site will have inside toilets located and equipped so children can
use them independently and Program staff can supervise as needed.
(2) There must be one flush toilet each for every 15 females and 15 males. Urinals
may be counted in the ratio of toilets for males, but they must not exceed 70% of
the total number of toilets.
(3) An appropriate and adequate number of lavatories (sinks) will be provided.
(4) Hand cleanser is required at all times.
D. Sanitation
(1) The Program facilities must have adequate light, ventilation, and heat.
(2) The Program must have an adequate supply of water meeting the standards of the
Texas Department of Health for drinking water and ensure that it will be supplied
to the participants in a safe and sanitary manner.
(3) Program employees must see that garbage is removed from buildings daily.
E. Water Safety
(1) An adult waterfront director shall be in charge of all waterfront activities.
While waterfront activities are in progress, the waterfront director or an
adult certified lifeguard assistant shall be in the immediate vicinity of the
campers, supervising the program.
(2)
pool. Children shall then be confined to the limits of swimming skills for
which they have been classified.
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::5:
78<:;; ;=>-?/$ @A-B=>-?/$ C-$/(
/%+"';<4'-&*"4'=! !1 4'
80DA( 0*+?ED,
>"# %(?4'@")"#"?A"4';?'$(?!#(+4'
7 F F 789
/%+"'$#" !"B4'
0)3 G
/%+"'0 2"4'/%? +'CA!%(?4'
-%!+"4'
0*?5D/-% $11%*.$, *H $ C-5*,+AD*? D? 5+11*%A *H AI- 0)3 J->B-?A G
3%$?51*%A$AD*? =,A-%?$AD.-5 J-A:=5D/- #%*>%$B #%*K-EA H*% AI- 0*AA*? )-,A
3%$D,L $?/ $+AI*%DMD?> AI- N$(*% A* 5D>?"
0(!" 4'
=*(? (# 4'D? A!2"?!'< !"4'
O=C3 B-B*:0)3G"1/H2 C-5*,+AD*?:0)3G"1/H
C!! AE2"?! 4'D? A!2"?!'0123"#4'
$(?! A!4'
F" #%?G'< !"4'
<# )!"#4'D))"A!%H"'< !"4'
F% !(#&'()'I"G% + !%H"'/%+"'''''
>"#9
CA!%?G'J(B&4''< !"4''CA!%(?4''="?!'-(4''<1"'< !"4'@"!1#?'@" 1+!4'
%(?4'
< !"4''
80DA( 0*+?ED,7 F PF 789
-".!'()'I"G% + !%H"'/%+"'56789::5:
3DA,-
0*?5D/-% $11%*.$, *H $ C-5*,+AD*? D? 5+11*%A *H AI- 0)3 J->B-?A G 3%$?51*%A$AD*? =,A-%?$AD.-5
J-A:=5D/- #%*>%$B #%*K-EA H*% AI- 0*AA*? )-,A 3%$D,L $?/ $+AI*%DMD?> AI- N$(*% A* 5D>?"
J+BB$%(
/% A +';2* A!4
Q!?A-% RD5E$, @B1$EA JA$A-B-?A S-%-T
=! ))'@"A(22"?B !%(?4
Q!?A-% JA$HH C-E*BB-?/$AD*? S-%-T
K( +';A(?4
=1 ! %? 3+"'$%!&'K(H"#?2"?!
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<3<=
J1 %?" 'L#( *"#%!&
$(221?%!&'M"++?" ' ?B'D?#%AE2"?!
="? "'()'$(221?%!&
=*"A% +'L+ A"'!('I%H"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
Through: Mike Land, City Manager
From: Traci E. Leach, Deputy City Manager
Date: February 26, 2019
Reference: DART Cotton Belt Transportation Alternatives Set-Aside Program Application
Resolution for CBT 3
2030: Goal 5 states “Easy access to Dallas-Fort Worth Region” with the following
objectives; Objective 1 – Participate in regional rail service to Dallas-Fort Worth,
Objective 2- Maintain and enhance accessibility to DFW Airport, and Objective 5 –
Develop regional connections for Coppell residents and employees of Coppell
businesses
Introduction:
At the February 12, 2019 Council meeting, staff presented information related to the trail options for
the unfunded segments that are located in Coppell- CBT 3 and CBT 6. CBT 3 is a segment that
connects the City’s westside to Grapevine and CBT 6 connects Coppell to Carrolton to the east. Staff
had met previously with the Council on January 29, 2019 to discuss Cotton Belt related
improvements, including trails. Subsequent to that meeting, staff briefed the Park Board on
February 4, 2019 to obtain input regarding the unfunded trail segments, as well.
Council and the Park Board were aligned around the path forward for CBT 3, subject to confirmation
that the City of Grapevine is actively pursuing the trail segment that would connect to CBT 3 on the
City’s west side. Staff confirmed that Grapevine is actively applying for their respective segment
and staff has prepared a resolution for consideration this evening. The resolution is a required
component for the application process for the Transportation Alternatives Set-Aside program, a
federal program to provide funding reimbursement for transportation alternatives like trails. This
program is administered locally through the North Central Texas Council of Governments
(NCTCOG) and the Regional Transportation Council (RTC).
Background:
There are segments of the proposed trail for the Cotton Belt project that are not funded for
construction. NCTCOG identified several segments as “critical segments,” defined as those segments
1
that, if not constructed with the rail, would not be feasible to construct later. These critical segments,
in addition to the design for the trail for the entire corridor, is funded via the RTC. This brought
tremendous value to the table. Unfortunately, the funding available through RTC was not enough to
fund construction of the entire trail system through the Cotton Belt corridor. Coppell has two
segments that are unfunded. The NCTCOG construction estimate(based on 10% plan set) for CBT
3 is $2,298,768 and $6,705,636 for CBT 6.
The City has some funding options available to help offset the construction cost of the unfunded
segments. The Transportation Alternatives Set-Aside program provides reimbursement assistance to
local entities to construct transportation alternatives to on-street travel. This is an extremely
competitive program, as there are limited funds available for this program year and more projects,
many of which will be Cotton Belt related, will be submitted than can be awarded. In addition, the
City was awarded Transportation Development Credits last year and still has one credit remaining
that can be used in lieu of a local cash match for federally funded projects.
For CBT 3, the project application will request an 80-20 funding split and will propose utilizing the
City’s TDC for the local match. As noted earlier in this memo, a resolution is required as part of the
project application process. One caveat that was included in this resolution is a “not to exceed out of
pocket cash” maximum of $120,000, as the local entity (ie- the City) is responsible for all costs that
are greater than the final construction estimates. This is intended to provide some measure of cost
certainty for the City.
Analysis: CBT 3 provides clear local and regional connectivity benefits and is feasible in terms of
cost when TDCs are considered.
Legal: The City Attorney has reviewed this resolution.
Fiscal Impact: This is a reimbursement-based program. The City will enter into a funding agreement
with DART if the project is awarded and is within the budget parameters outlined in the resolution.
Funding will be advanced by the 2014 Sales Tax Revenue Bonds and all but the potential overage
amount will be reimbursed through the program. Timing of payments and amounts will be
determined by the Interlocal Funding Agreement with DART.
Recommendation: Staff recommends approval of the resolution.
2
RESOLUTION NO. _____________
ARESOLUTION OF THE CITY COUNCIL OF THE CITY OF
COPPELL, TEXAS IN SUPPORT OF THE CBT SEGMENT 3
TRANSPORTATION ALTERNATIVES SET-ASIDE PROGRAM
PROJECTFOR THE COTTONBELT REGIONAL
TRANSPORTATION; PROVIDING FOR A SEVERABILITY
CLAUSE; PROVIDING FOR A REPEALING CLAUSE AND
PROVIDING WITH AN EFFECTIVE DATE.
WHEREAS, the Regional Transportation Council,comprised primarily of local elected
officials, is the regional transportation policy board associated with the North Central Texas
Council of Governments andthe regional forum for cooperative decisions on transportation; and,
WHEREAS, the Regional Transportation Council will award funding onJune 13, 2019for
active transportation projects through the Transportation AlternativesSet-Aside Program Call for
Projects; and,
WHEREAS, theCity of Coppellintends to submit atransportation alternativesproject
application for CBT Segment 3project to the North Central Texas Council of Governmentsprior
to the March 01, 2019deadline; and,
WHEREAS,the Regional Transportation Council requiresthe submittal of aresolutionas part
of the Transportation Alternatives Set-Aside Program Call for Projectsapplication submission.
NOW, THEREFORE, BE IT HEREBY RESOLVED BY THE CITY COUNCIL OF
THE CITY OF COPPELL THAT:
SECTION 1.The City of Coppellsupports CBT Segment 3, as depicted on the attached
as Exhibit A,as applied for in the 2019Transportation AlternativesSet-Aside Program Call for
Projects application; and, the City of Coppellwill serve as the public sponsor and agreesto
designate a single point of contact for the project; and,
SECTION 2.The City of Coppellcommits to fund or pass through funds from other
sources(Transportation Development Credits) for a minimum local cashmatch of 20%of the total
project cost; and,
SECTION 3.TheCity of Coppellconfirms that the City, not the Regional Transportation
Council, will be responsible for any cost overrunsin an amount not to exceed $120,000;and,
SECTION 4.The City of Coppellunderstands and acknowledges that all awarded
funding is provided on a reimbursement basis; and
TM 106270
SECTION 5.The City Council does hereby approvethe CBT segment 3 transportation
alternatives set-aside program project for the Cotton beltregional transportation which is depicted
on the attached Exhibit A.
SECTION 6.That any other prior resolution of the City Council in conflict with the
provisions contained in this Resolution are hereby repealed and revoked.
SECTION 7.Should any part of this resolution be held to be invalid for any reason, the
remainder shall not be affected thereby, and such remaining portions are hereby declared to be
severable.
SECTION 8.This resolution shall take effect immediately from and after its passageas
provided by law.
DULY PASSED and approved by the City Council of the City of Coppell, Texas, on this
the ____ day of, 2019.
APPROVED:
Karen Selbo Hunt, Mayor
ATTEST:
Christel Pettinos, City Secretary
APPROVED AS TO FORM:
_________________________________
Robert E. Hager, City Attorney
TM 106270
Shiloh Rd
Jupiter Rd
Plano Rd
Alma Rd
Custer Pkwy
Pkwy
Waterview
Coit Rd
Hillcrest Rd
Preston Rd
Y
A
W
YL
AL
W
LOT
L
O
T
H
T
R
HO
TN
R
OS
NA
L
SL
AA
LD
L
A
D
d
.oC
nilloC
Mid
.oC
notne
D
Marsh Ln
Kelly Blvd
Josie Ln
Luna Rd
MacArthur Blvd
Mockingbird Ln
Belt Line Rd
Freeport Pkwy
Royal Ln
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::5;
78<:;; =>-?/$ @A-B=>-?/$ C-$/(
/%+"'<=4'-&*"4'>! !1 4'
80DA( 0*+?ED,
?"# %(@4'A")"#"@B"4'<@'$(@!#(+4'
7 F F 789
/%+"'$#" !"C4'
0)3 G
/%+"'0 2"4'/%@ +'DB!%(@4'
-%!+"4'
0*?5D/-% $11%*.$, *H $ C-5*,+AD*? D? 5+11*%A *H $ 1$%AD$, 5->B-?A *H 0)3 G
3%$?51*%A$AD*? =,A-%?$AD.-5 I-A:=5D/- #%*>%$B #%*J-EA H*% AK- 0*AA*? )-,A
3%$D,L $?/ $+AK*%DMD?> AK- N$(*% A* 5D>?"
0(!" 4'
>*(@ (# 4'E@ B!2"@!'= !"4'
O=C3 B-B*:0)3G"1/H2 C-5*,+AD*?:0)3G"1/H
D!! BF2"@! 4'E@ B!2"@!'0123"#4'
$(@! B!4'
G" #%@H'= !"4'
=# )!"#4'E))"B!%I"'= !"4'
G% !(#&'()'J"H% + !%I"'/%+"'''''
?"#9
DB!%@H'K(C&4''= !"4''DB!%(@4''>"@!'-(4''=1"'= !"4'A"!1#@'A" 1+!4'
%(@4'
= !"4''
80DA( 0*+?ED,7 F GF 789
-".!'()'J"H% + !%I"'/%+"'56789::5;
3DA,-
0*?5D/-% $11%*.$, *H $ C-5*,+AD*? D? 5+11*%A *H $ 1$%AD$, 5->B-?A *H 0)3 G 3%$?51*%A$AD*?
=,A-%?$AD.-5 I-A:=5D/- #%*>%$B #%*J-EA H*% AK- 0*AA*? )-,A 3%$D,L $?/ $+AK*%DMD?> AK- N$(*% A*
5D>?"
I+BB$%(
/% B +'<2* B!4
P!?A-% QD5E$, @B1$EA IA$A-B-?A R-%-S
>! ))'A"B(22"@C !%(@4
P!?A-% IA$HH C-E*BB-?/$AD*? R-%-S
L( +'<B(@4
>1 ! %@ 3+"'$%!&'L(I"#@2"@!
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<3=>
K1 %@" 'M#( *"#%!&
$(221@%!&'N"++@" ' @C'E@#%BF2"@!
>"@ "'()'$(221@%!&
>*"B% +'M+ B"'!('J%I"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
Through: Mike Land, City Manager
From: Traci E. Leach, Deputy City Manager
Date: February 26, 2019
Reference: DART Cotton Belt Transportation Alternatives Set-Aside Program Application
Resolution for CBT 6
2030: Goal 5 states “Easy access to Dallas-Fort Worth Region” with the following
objectives; Objective 1 – Participate in regional rail service to Dallas-Fort Worth,
Objective 2- Maintain and enhance accessibility to DFW Airport, and Objective 5 –
Develop regional connections for Coppell residents and employees of Coppell
businesses
Introduction:
This is a companion item for the resolution for CBT 3 that was considered earlier on tonight’s agenda.
During discussions with both City Council and the Park Board, there was significantly more
discussion regarding CBT 6, as it is a more complicated segment to construct and fund. CBT 6 begins
at Mockingbird and runs east to the Coppell city limit line.
At the February 12, 2019 Council meeting, four alignment options were discussed and neither Council
nor the Park Board preferred the full CBT 6 segment, given the uncertainty related to cost, safety
concerns related to the crossing at MacArthur, and benefit to the community for the trail east of
Fairway. Council provided direction to move forward with a supplemental funding application for a
portion of CBT 6 from Mockingbird to the Oncor utility easement, just west of MacArthur Blvd. This
alignment supports the Park Board preferred route, which is outlined in the Parks Trail Masterplan,
and avoids the crossing at E. Belt Line Road and MacArthur.
The resolution is a required component for the application process for the Transportation Alternatives
Set-Aside program, a federal program to provide funding reimbursement for transportation
alternatives like trails. This program is administered locally through the North Central Texas Council
of Governments (NCTCOG) and the Regional Transportation Council (RTC).
Background:
1
There are segments of the proposed trail for the Cotton Belt project that are not funded for
construction. NCTCOG identified several segments as “critical segments,” defined as those segments
that, if not constructed with the rail, would not be feasible to construct later. These critical segments,
in addition to the design for the trail for the entire corridor, is funded via the RTC. This brought
tremendous value to the table. Unfortunately, the funding available through RTC was not enough to
fund construction of the entire trail system through the Cotton Belt corridor. Coppell has two
segments that are unfunded. The NCTCOG construction estimate(based on 10% plan set) for CBT
3 is $2,298,768 and $6,705,636 for CBT 6.
The City has some funding options available to help offset the construction cost of the unfunded
segments. The Transportation Alternatives Set-Aside program provides reimbursement assistance to
local entities to construct transportation alternatives to on-street travel. This is an extremely
competitive program, as there are limited funds available for this program year and more projects,
many of which will be Cotton Belt related, will be submitted than can be awarded. In addition, the
City was awarded Transportation Development Credits last year and still has one credit remaining
that can be used in lieu of a local cash match for federally funded projects.
For CBT 6, staff utilized NCTCOG linear foot pricing from CBT 3 to develop an estimated budget
for the partial leg of CBT 6 from Mockingbird to the Oncor easement. The total estimated
construction cost for this segment is $560,000. The project application will request an 80-20 funding
split and will propose utilizing the City’s remaining TDC for the local match.
As noted earlier in this memo, a resolution is required as part of the project application process. One
caveat that was included in this resolution is a “not to exceed out of pocket cash” maximum of
$100,000, as the local entity (ie- the City) is responsible for all costs that are greater than the final
construction estimates. This is intended to provide some measure of cost certainty for the City.
Analysis: This partial leg of CBT 6 provides future connectivity to trails that will ultimately allow
users to cross MacArthur without having to navigate the intersection of E. Belt Line and MacArthur
by either traveling north up through the Oncor easement to cross MacArthur at Bethel School Road
or traveling south on the Campion at Mockingbird and going underneath the MacArthur bridge.
Legal: The City Attorney has reviewed this resolution.
Fiscal Impact: This is a reimbursement-based program. The City will enter into a funding agreement
with DART if the project is awarded and is within the budget parameters outlined in the resolution.
Funding will be advanced by the 2014 Sales Tax Revenue Bonds and all but the potential overage
amount will be reimbursed through the program. Timing of payments and amounts will be
determined by the Interlocal Funding Agreement with DART.
Recommendation: Staff recommends approval of the resolution.
2
RESOLUTION NO. _____________
ARESOLUTION OF THE CITY COUNCIL OF THE CITY OF
COPPELL, TEXAS IN SUPPORT OF A PARTIAL SEGMENT OF
CBT6TRANSPORTATION ALTERNATIVES SET-ASIDE
PROGRAM PROJECTFOR THE COTTONBELT REGIONAL
TRANSPORTATION; PROVIDING FOR A SEVERABILITY
CLAUSE; PROVIDING FOR A REPEALING CLAUSE AND
PROVIDING WITH AN EFFECTIVE DATE.
WHEREAS, the Regional Transportation Council,comprised primarily of local elected
officials, is the regional transportation policy board associated with the North Central Texas
Council of Governments andthe regional forum for cooperative decisions on transportation; and,
WHEREAS, the Regional Transportation Council will award funding onJune 13,2019for
active transportation projects through the Transportation AlternativesSet-Aside Program Call for
Projects; and,
WHEREAS, the City of Coppell intends to submit atransportation alternativesproject
application for the Partial Segment of CBT 6 project to the North Central Texas Council of
Governmentsprior to the March 01, 2019deadline; and,
WHEREAS,the Regional Transportation Council requiresthe submittal of aresolutionas part
of the Transportation Alternatives Set-Aside Program Call forProjectsapplication submission.
NOW, THEREFORE, BE IT HEREBY RESOLVED BY THE CITY COUNCIL OF
THE CITY OF COPPELL THAT:
SECTION 1.The City of Coppellsupports a partial segment of CBT 6,as depicted on the
attached as Exhibit A,as applied for in the 2019Transportation AlternativesSet-Aside Program
Call for Projects application; and, the City of Coppellwill serve as the public sponsor and agrees
to designate a single point of contact for the project; and,
SECTION 2.The City of Coppellcommits to fund or pass through funds from other
sources(Transportation Development Credits)for a minimum local cashmatch of 20%of the total
project cost; and,
SECTION 3.TheCity of Coppellconfirms that the City, not the Regional Transportation
Council, will be responsible for any cost overrunsin an amount not to exceed $100,000;and,
SECTION 4.The City of Coppellunderstands and acknowledges that all awarded
funding is provided on a reimbursement basis; and
TM 106270
SECTION 5.The City Council does hereby approvethe partial segment of CBT 6
transportation alternatives set-aside program project for the Cotton beltregional transportation
which is depicted on the attached Exhibit A.
SECTION 6.That any other prior resolution ofthe City Council in conflict with the
provisions contained in this Resolution are hereby repealed and revoked.
SECTION 7.Should any part of this resolution be held to be invalid for any reason, the
remainder shall not be affected thereby, and such remaining portions are hereby declared to be
severable.
SECTION 8.This resolution shall take effect immediately from and after its passageas
provided by law.
DULY PASSED and approved by the City Council of the City of Coppell, Texas, on this
the ____ day of, 2019.
APPROVED:
Karen Selbo Hunt, Mayor
ATTEST:
Christel Pettinos, City Secretary
APPROVED AS TO FORM:
_________________________________
Robert E. Hager, City Attorney
TM 106270
EXHIBIT A
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::6:
78<:;;7;=>-?/$ @A-B=>-?/$ C-$/(
/%+"';<4'-&*"4'=! !1 4'
8!?>D?--%D?>
>"# %(?4'@")"#"?A"4';?'$(?!#(+4'
7 E8 E 789
/%+"'$#" !"B4'
#$%&'$( ),./ C-F*?5A%+FAD*?
/%+"'0 2"4'/%? +'CA!%(?4'
-%!+"4'
0*?5D/-% $11%*.$, A* -?A-% D?A* $ F*?A%$FA 'DAG H+$,DA( !4F$.$AD*?2 I3JK L*%
AG- %-F*?5A%+FAD*? *L #$%&'$( )*+,-.$%/ L%*B M-$%AN C*$/ A* I*/>- C*$/2
$?/ *AG-% 51-FDLDF %-1$D%5 $?/ DB1%*.-B-?A5 O-A'--? J-?A*? 3$1 $?/
P$F=%AG+% )*+,-.$%/K D? AG- $B*+?A *L QR2 8 2SS "; 2 1,+5 QS772777"77 L*%
BD,-5A*?- D?F-?AD.-5K L*% $ A*A$, *L QR2<8 2SS "; K $5 1%*.D/-/ O( T U$,-5
3$42 @PV W 0CJ0 L+?/5K $?/ $+AG*%DND?> AG- 0DA( P$?$>-% A* -4-F+A- $?(
?-F-55$%( /*F+B-?A5"
0(!" 4'
=*(? (# 4'D? A!2"?!'< !"4'
C!! AE2"?! 4'D? A!2"?!'0123"#4'
#$%&'$( : ='$%/ P-B*"1/L2 #$%&'$( : !4GDODA"1/L2
#$%&'$( : )D/ 3$O"1/L2 #$%&'$( : I-AA-% *L
C-F*BB-?/$AD*?"1/L2 #$%&'$( : H+$,DA( !4F$.$AD*?
I3J : )D/ V*%B"1/L
$(?! A!4'
F" #%?G'< !"4'
<# )!"#4'D))"A!%H"'< !"4'
F% !(#&'()'I"G% + !%H"'/%+"'''''
>"#9
CA!%?G'J(B&4''< !"4''CA!%(?4''="?!'-(4''<1"'< !"4'@"!1#?'@" 1+!4'
%(?4'
< !"4''
80DA( 0*+?FD,7 E RE 789
-".!'()'I"G% + !%H"'/%+"'56789::6:
3DA,-
0*?5D/-% $11%*.$, A* -?A-% D?A* $ F*?A%$FA 'DAG H+$,DA( !4F$.$AD*?2 I3JK L*% AG- %-F*?5A%+FAD*? *L
#$%&'$( )*+,-.$%/ L%*B M-$%AN C*$/ A* I*/>- C*$/2 $?/ *AG-% 51-FDLDF %-1$D%5 $?/
DB1%*.-B-?A5 O-A'--? J-?A*? 3$1 $?/ P$F=%AG+% )*+,-.$%/K D? AG- $B*+?A *L QR2 8 2SS "; 2
1,+5 QS772777"77 L*% BD,-5A*?- D?F-?AD.-5K L*% $ A*A$, *L QR2<8 2SS "; K $5 1%*.D/-/ O( T U$,-5
3$42 @PV W 0CJ0 L+?/5K $?/ $+AG*%DND?> AG- 0DA( P$?$>-% A* -4-F+A- $?( ?-F-55$%(
/*F+B-?A5"
U+BB$%(
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<5<=
/% A +';2* A!4
X!?A-% VD5F$, @B1$FA UA$A-B-?A M-%-Y
=! ))'@"A(22"?B !%(?4
3G- #+O,DF Z*%&5 J-1$%AB-?A %-F*BB-?/5 $11%*.$,"
K( +';A(?4
=1 ! %? 3+"'$%!&'K(H"#?2"?!
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
MEMORANDUM
To: Mayor and City Council
From: Kent Collins P.E., Director of Public Works
Date: February 26, 2019
Reference: Parkway Boulevard Reconstruction Contract Award
2030: Sustainable City Government, Goal 3
Excellent and Well-maintained City Infrastructure and Facilities
General Information:
Parkway Boulevard was originally constructed beginning in 1983.
2011 Fugro Pavement Management Study identified Parkway Blvd. as needing repair.
2015 the City engaged in a bicycle master plan and Parkway Blvd was identified as a
critical route.
July 28, 2015 Council awarded the Design contract to J Volk for $293,000.
The Engineering and Parks Department hosted public meetings with citizens
concerning bikeways/trails/side paths along Parkway Blvd.
June 13, 2017 Staff presented Council with a final concept for Parkway Blvd. that
includes an path on the north and a
A project update was provided to the City Council on January 8, 2019.
Introduction:
This agenda item is being presented to consider approval to enter into a contract with Quality
Excavation LTD, in an amount of $6,215,332.45 plus a maximum of $300,000.00 for potential
milestone incentives, for a total contract amount of $6,515,332.45 for the reconstruction of Parkway
Boulevard from Heartz Road to Lodge Road, and limited repairs and improvements between Denton
Tap and MacArthur.
Analysis:
The reconstruction of a portion of Parkway Blvd. has been planned since 2015 when Council awarded
a design contract to J. Volk Engineering. After the award of the design contract there were numerous
meetings and discussions regarding non-motorized facilities along the corridor. At the June 13, 2017
Council meeting a consensus of the final schematic was presented. An update on the Parkway
reconstruction project was presented to the Mayor and City Council on January 8, 2019.
1
th
During the January 8 City Council meeting, the following bid schedule was presented:
100% Plans Submittal to City 1/14/2019
Final Bid Package to City 1/25/2019
Information to Purchasing for Paper Ad 1/28/2019
Final Bid Package to Purchasing 1/31/2019
Advertising in Bid Sync 2/1/2019
1st Advertisement in Paper 2/1/2019
2nd Advertisement in Paper 2/8/2019
Pre-Bid Meeting 2/12/2019
Bid Opening 2/22/2019
Council Agenda Item by 3/4/2019
Council Award 3/12/2019
Pre-Con 3/20/2019
th
The Contract Award and Pre-Construction meeting dates have been accelerated to February 26 and
thth
March 12 respectively to gain project time. Being able to award the contract on February 26 was
contingent upon receiving bids from known contractors that have performed quality work in the City
of Coppell previously.
Bids were opened on February 22, 2019 with three bidders responding, all having successfully
completed projects in Coppell in the last five years. The city used the A+B bidding method for basis
complete the project. The bid tabulation is attached. Quality Excavation LTD is the lowest responsible
bidder. They recently completed the reconstruction of Town Center Boulevard.
The contract also included milestones for: 1. completion of utilities and paving in the southern two
lanes between Heartz and Lodge; 2. substantial completion (completion of everything except median
landscaping, restoration of parkways, and panel replacements); and, 3. final completion. The time bid
to complete the project is 360 days, meaning the project will take a little less than one year to
complete. The goal of the milestones was to assist in managing the impacts to traffic during
construction, particularly during the school year. As such, a project requirement was included that
prevents reduction of traffic to one lane in each direction until the end of the current school year (start
of summer). The most significant traffic impacts will occur in the Fall when traffic will be shifted to
the new southern two lanes and construction continues on the northern two lanes. Staff is planning a
communication plan to advise motorists of alternate routes and to communicate with CISD.
The general scope of the project has not changed. The cross-section of the roadway is consistent with
the schematic that was presented in July, 2017 and updated in January, 2019. The water line, sanitary
sewer and storm drain systems will be replaced throughout the section between Heartz and Lodge.
-wide side path will be constructed along the north right-of-way from Heartz to Moore, and a
variable-width sidewalk/path will be constructed along the south right-of-way from Heartz to Lodge,
ranging from . The remainder of the project will include
localized panel repair or replacement and crack sealing. New landscaping and street lights will be
installed in the median and parkways, and a new left-turn lane will be added for westbound traffic at
Town Center.
As part of the typical quality control process for projects of this magnitude, the plans have been
reviewed by staff from engineering, capital programs, public works operations, fire, and inspections,
2
along with a third- During construction, the
engineering inspection team will monitor day-to-day construction activities and engineering staff will
manage the project. Category-specific allowance line items have been included in the bid to account
for limited scale field changes that may be necessary during construction.
Staff plans to offer residents that currently are allowed to park on-street along Parkway to park off-
site during construction in the Andy Brown Park lot located east of The CORE. This is consistent
with previous discussions with those residents. A neighborhood meeting will be held before start of
construction to communicate what residents might expect.
Legal Review:
is reviewed by the City Attorney periodically.
Fiscal Impact:
The fiscal impact of this item will be $6,515,332.45, as provided by quarter-cent sales tax, IMF and
CRDC funds.
Recommendation:
The Public Works Department recommends approval of this contract.
3
$915.58$799.92$744.72$468.86
$1,392.00$4,819.98$3,328.97$1,040.52$5,220.00$3,480.00$3,712.00$7,962.24$7,400.80$6,996.96
$44,751.71$20,624.80$81,040.00$68,244.00$17,632.00$14,917.63$11,600.00$13,340.00$80,449.82$52,922.70$71,456.00$55,680.00$31,088.00$77,372.00$32,414.46$14,098.64
$360,186.00$100,493.46$276,973.84$100,135.00$139,334.00
TOTAL
$7.92$6.60$6.79$6.96$7.19$2.90$3.94$4.52
$15.62$11.99$28.61$15.08$11.31
$457.79$551.00$580.00$107.18$110.66$115.30$120.64$136.88
$1,392.00$2,026.00$2,320.00$1,740.00$3,480.00$1,856.00$8,932.00$3,364.00
$44,751.71$20,624.80$13,920.00$15,544.00
$360,186.00$100,493.46
McMahon Contracting, LP
UNIT PRICE
$808.00$749.00$476.00
$1,100.00$2,000.00$2,500.00$3,216.00$3,241.00$1,035.00$4,950.00$3,300.00$3,600.00$7,590.00$3,062.40$7,740.00
$14,000.00$51,700.00$16,800.00$80,500.00$13,182.00$11,000.00$12,650.00$76,335.00$50,490.00$68,000.00$52,800.00$29,600.00$62,100.00$28,660.00$13,390.00
$217,000.00$152,000.00$416,600.00$115,258.00$132,600.00
TOTAL
$6.50$8.00$8.00$5.00$6.00$7.00$7.00$1.20$4.00$5.00
$23.00$15.00$10.00
$550.00$525.00$550.00$102.00$105.00$110.00$115.00$130.00
$2,000.00$2,500.00$2,200.00$1,650.00$3,300.00$1,800.00$8,500.00$2,700.00
$14,000.00$10,415.00$13,200.00$14,800.00
$217,000.00$152,000.00
Tiseo Paving Company
UNIT PRICE
$980.00$238.00
$1,500.00$5,400.00$1,919.00$4,623.00$1,391.00$4,167.00$1,449.00$5,500.00$2,400.00$4,600.00$3,400.00$4,200.00$2,552.00$7,740.00$5,150.00
$48,000.00$88,000.00$48,598.00$29,600.00$15,379.00$67,600.00$61,795.00$28,458.00$25,410.00$61,600.00$48,000.00$25,000.00$29,900.00$40,124.00
$309,000.00$217,042.00$180,866.40$129,500.00
TOTAL
$4.70$7.00$9.00$1.00$2.00$5.00
$10.20$19.00$11.50$37.00$13.00$21.00$52.00$85.00$62.00$14.00$50.00
$750.00$980.00$925.00$800.00$200.00$385.00
$5,400.00$2,200.00$1,100.00$3,400.00$2,100.00$7,700.00$1,300.00
$48,000.00$12,000.00$12,500.00
$309,000.00$217,042.00
Quality Excavation LTD
UNIT PRICE
1.02.01.01.01.01.05.03.01.02.08.04.02.0
BID
40.032.069.023.066.023.0
101.0402.0107.0463.0727.0459.0119.0103.0
3500.02197.01300.02552.01548.02866.0
17732.010340.0
QUANTITY
LSLSLSLSLFLFLFLFLFLFLFLFLFLFLFLFLF
SYSYSYSY
EAEAEACYEAEAEAEAEAEAEAEAEA
STA
UNIT
DESCRIPTIONWATER, SANITARY SEWER, STORM DRAIN & PAVING IMPROVEMENTS MOBILIZATIONPROJECT SIGNPROJECT COMMUNICATIONPRE-PROJECT VIDEO SURVEYFURNISH, INSTALL, MAINTAIN AND REMOVE EROSION
CONTROL DEVICESTEMPORARY TRAFFIC CONTROL DEVICES, DETOURS AND ROAD MAINTENANCERIGHT-OF-WAY PREPARATIONREMOVE & DISPOSE OF EXISTING CONCRETE PAVEMENTREMOVE & DISPOSE OF EXISTING ALLEY
PAVEMENTREMOVE & DISPOSE OF EXISTING DRIVEWAY PAVEMENTREMOVE & DISPOSE OF EXISTING CONCRETE SIDEWALKREMOVE & DISPOSE OF STREET LIGHTUNCLASSIFIED EXCAVATIONABANDON EXISTING 8" SANITARY
SEWER PIPE (IN PLACE)-GROUT FILL PER TXDOT SPEC 7070ABANDON EXISTING 10" SANITARY SEWER PIPE (IN PLACE)-GROUT FILL PER TXDOT SPEC 7070ABANDON EXISTING 12" SANITARY SEWER PIPE (IN PLACE)-GROUT
FILL PER TXDOT SPEC 7070REMOVE EXISTING SANITARY SEWER PIPEABANDON EXISTING SANITARY SEWER MANHOLEREMOVE EXISTING SANITARY SEWER MANHOLEREMOVE 4" SEWER SERVICE LATERALSCONNECT TO EXISTING
SANITARY SEWER PIPE CONNECT TO EXISTING SANITARY SEWER MANHOLE8" PVC SDR-26 SANITARY SEWER PIPE10" PVC SDR-26 SANITARY SEWER PIPE12" PVC SDR-26 SANITARY SEWER PIPE15" PVC SDR-26 SANITARY
SEWER PIPE4' DIAMETER STANDARD SANITARY SEWER MANHOLE5' DIAMETER STANDARD SANITARY SEWER MANHOLE5' DIAMETER DROP SANITARY SEWER MANHOLE4" SEWER SERVICE LATERALS (INCLUDING CONNECTION
TO EXISTING)TRENCH SAFETY FOR SANITARY SEWER IMPROVEMENTS (UP TO 22-FEET)ABANDON EXISTING 6" WATER LINE (IN PLACE)-GROUT FILL PER TXDOT SPEC 7070ABANDON EXISTING 8" WATER LINE (IN PLACE)-GROUT
FILL PER TXDOT SPEC 7070ABANDON EXISTING 16" WATER LINE (IN PLACE)-GROUT FILL PER TXDOT SPEC 70706" PVC CLASS 200 DR-14 WATER LINE
1-0011-0021-0031-0041-0051-0061-0071-0081-0091-0101-0111-0121-0131-0141-0151-0161-0171-0181-0191-0201-0211-0221-0231-0241-0251-0261-0271-0281-0291-0301-0311-0321-0331-0341-035
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION1 OF 5
$0.00$0.00
$618.28
$5,104.00$9,396.00$4,885.92$5,886.16$3,636.30$7,540.00$2,053.20$1,508.00$1,740.00
$65,581.18$69,368.00$35,380.00$10,904.00$22,620.00$14,616.00$20,880.00$53,592.00$49,764.00$29,058.00$10,350.10$12,992.00$10,892.40$69,669.60$33,930.00$24,768.32$17,748.00
$444,500.98$142,912.00$188,848.00$123,656.00$164,762.92$125,280.00
TOTAL
$2.90$0.00$0.00
$46.40$15.08$17.40$17.40$90.48
$117.74$150.22$271.44$581.16$105.11$106.95$119.48$135.72$157.76
$3,016.00$5,104.00$7,076.00$5,452.00$7,540.00$1,624.00$2,088.00$8,932.00$4,872.00$4,524.00$1,044.00$1,508.00$1,856.00$1,508.00$1,740.00$5,220.00$5,916.00
$17,168.00
McMahon Contracting, LP
UNIT PRICE
$0.00$0.00
$615.00
$4,900.00$4,050.00$4,644.00$1,870.00$4,282.80$7,250.00$2,006.00$1,450.00$1,650.00
$62,384.00$66,700.00$34,000.00$10,400.00$21,600.00$14,400.00$20,000.00$51,700.00$47,300.00$27,600.00$12,320.00$12,600.00$10,642.00$66,220.00$32,250.00$23,550.00$17,100.00
$423,137.00$136,000.00$179,300.00$103,935.00$157,206.00$120,000.00
TOTAL
$1.20$0.00$0.00
$55.00$39.00$15.00$17.00$17.00$86.00
$112.00$143.00$450.00$258.00$552.00$220.00$114.00$129.00$150.00
$2,900.00$4,900.00$6,800.00$5,200.00$7,200.00$1,600.00$2,000.00$8,500.00$4,700.00$4,300.00$1,450.00$1,800.00$1,450.00$1,650.00$5,000.00$5,700.00
$16,300.00
Tiseo Paving Company
UNIT PRICE
$0.00$0.00
$371.00$371.00
$2,800.00$8,400.00$8,460.00$5,040.00$4,424.00$1,700.00$4,282.80$4,500.00$7,700.00$3,690.00$7,512.00$2,596.00
$46,788.00$50,600.00$30,000.00$20,100.00$12,600.00$20,000.00$53,900.00$46,200.00$36,250.00$19,321.25$27,720.00$46,250.00$56,520.00$18,900.00
$236,720.00$116,800.00$138,600.00$151,690.00$141,600.00
TOTAL
$1.20$7.25$0.00$0.00
$84.00$80.00$79.00$50.00$90.00$12.00$22.00$36.00
$940.00$280.00$725.00$900.00$371.00$371.00$110.00$185.00$360.00
$2,200.00$2,800.00$6,000.00$4,200.00$6,700.00$1,400.00$2,000.00$7,300.00$4,900.00$4,200.00$1,100.00$5,900.00$6,300.00
$12,600.00
Quality Excavation LTD
UNIT PRICE
1.05.02.03.09.09.00.00.05.07.01.01.03.0
BID
23.010.016.011.011.011.018.050.056.034.041.024.0
557.0626.0118.0770.0250.0157.0
2959.03569.02665.01379.0
QUANTITY
LFLFLFLFLFLFLFLFLFLFLFLFLF
SYSY
EAEAEAEAEAEAEAEAEAEAEAEACYEAEAEAEAEAEA
TON
UNIT
DESCRIPTION 8" PVC CLASS 200 DR-14 WATER LINE16" PVC CLASS 150 DR-14 WATER LINE3/4" DOMESTIC WATER SERVICE & METER-COPPER1" DOMESTIC WATER SERVICE & METER-COPPER2" DOMESTIC WATER SERVICE
& METER-COPPER1" IRRIGATION WATER SRVICE & METER-COPPER2" IRRIGATION WATER SERVICE & METER-COPPER6" GATE VALVES8" GATE VALVES16" GATE VALVESCONNECT TO EXISTING WATER LINE STANDARD
FIRE HYDRANT ASSEMBLYREMOVE EXISTING FIRE HYDRANTWATER LINE DUCTILE IRON FITTINGS24" PVC ENCASEMENT FOR WATER LINE24" BORE & STEEL ENCASEMENT FOR WATER LINEPERMANENT REINFORCED CONCRETE
PAVEMENT REPAIR (WATER LINE)PERMANENT CURB & GUTTER REPAIR (WATER LINE)TRENCH SAFETY FOR WATER LINE IMPROVEMENTSTEMPORARY PAVEMENT REPAIR (FOR NORTH UTILITIES PRIOR TO TRAFFIC SHIFT)DELETED
(NO BID)DELETED (NO BID)REMOVE EXISTING SMALL CURB INLET (4' - 8')REMOVE EXISTING LARGE CURB INLET (10'-12')REMOVE EXISTING 15" RCP STORM DRAINREMOVE EXISTING 18" RCP STORM DRAINREMOVE
EXISTING 21" RCP STORM DRAINREMOVE EXISTING 18" HEADWALLREMOVE EXISTING 21" HEADWALL12" HDPE STORM DRAIN18" REINFORCED CONCRETE PIPE STORM DRAIN 21" REINFORCED CONCRETE PIPE STORM
DRAIN 24" REINFORCED CONCRETE PIPE STORM DRAIN 10' STANDARD CURB INLET4'x4' JUNCTION BOX
1-0361-0371-0381-0391-0401-0411-0421-0431-0441-0451-0461-0471-0481-0491-0501-0511-0521-0531-0541-0551-0561-0571-0581-0591-0601-0611-0621-0631-0641-0651-0661-0671-0681-0691-070
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION2 OF 5
$800.40
$9,280.00$7,412.40$4,247.10$2,122.64$7,823.62$3,132.00$2,086.26$3,533.75$9,164.00$2,320.00
$22,968.00$63,736.32$52,135.25$18,811.52$86,489.60$20,299.23$71,910.72$93,501.80$19,867.32$29,931.48$54,288.00$83,520.00$10,000.00$19,209.60$13,186.88$32,642.40
$174,000.00$864,565.94$148,608.00$290,390.10$236,850.83$156,732.24
TOTAL
$6,113,045.37
$2.90$3.86$7.15$4.41$8.41$6.96$8.00
$34.80$55.46$90.67$13.52$92.88$96.70$63.22$13.75$13.92
$138.32$185.60$214.02$190.82$190.82$133.40$348.00$100.34$106.14$916.40$480.24$310.88
$3,828.00$4,640.00$2,088.00$2,320.00
$13,186.88
McMahon Contracting, LP
UNIT PRICE
$8,800.00$3,067.20$5,940.00$1,570.00$4,100.00$3,000.00$4,488.00$3,405.25$8,700.00$3,600.00$2,500.00
$22,200.00$62,500.00$44,275.00$10,472.00$23,015.00$68,544.00$89,670.00$11,250.00$26,928.00$38,352.00$52,650.00$80,000.00$10,312.50$16,080.00$14,700.00
$115,584.00$133,276.00$200,000.00$406,155.75$211,222.50$146,373.50
TOTAL
$1,106,039.55
$6,281,864.45
$1.20$7.00$5.00$7.50$6.50$8.25
$12.50$70.95$77.00$10.00$77.00$10.00$13.25$13.50
$286.00$125.00$135.25$204.00$183.00$100.00$500.00$136.00$136.00$136.00$870.00$402.00$140.00
$3,700.00$4,400.00$1,250.00$2,000.00$3,600.00$2,500.00
Tiseo Paving Company
UNIT PRICE
$980.00
$9,600.00$3,067.20$9,737.60$2,935.90$3,813.00$2,220.00$5,247.00$6,600.00$2,827.00$3,800.00
$25,200.00$65,000.00$39,962.50$13,840.20$87,142.00$76,870.10$60,480.00$63,700.00$20,790.00$29,892.00$62,400.00$13,000.00$23,600.00$10,312.50$17,200.00$14,700.00
$173,376.00$115,200.00$240,240.00$183,059.50$119,350.70
TOTAL
$1,060,052.00
$5,409,682.65
$1.20$6.50$5.30$8.25
$13.00$68.00$10.50$69.50$23.30$71.60$18.70$72.00$80.00$16.70$93.00$11.00$16.00
$187.00$180.00$130.00$370.00$583.00$200.00$105.00$106.00$590.00$430.00$140.00$980.00
$4,200.00$4,800.00$1,300.00$3,800.00
Quality Excavation LTD
UNIT PRICE
6.02.06.09.01.01.0
BID
41.033.010.040.040.0
575.0594.0136.0157.0466.0336.0490.0198.0282.0257.0105.0
5000.02556.01600.03003.04603.03900.01250.0
15589.016512.028163.022519.0
QUANTITY
LSLFSFSFLFLFSFLSLS
LBSYSYSYSYSYSYSYSYSYSYSYSYSYSYSY
EAEAEAEA
STASTASTA
TON
UNIT
SUBTOTAL WATER, SANITARY SEWER, STORM DRAINAGE & PAVING
DESCRIPTION 18" ADS BEEHIVE INLET4 - 8'x8' RCB REHABILITATION24" HEADWALLTRENCH SAFETY FOR DRAINAGE IMPROVEMENTS8" REINFORCED CONCRETE STREET PAVEMENT (NO. 4 BARS 18" O.C.E.W.)8" LIME
STABILIZED SUBGRADE-STREET8" REINFORCED CONCRETE DRIVEWAY PAVEMENT (NO. 4 BARS 18" O.C.E.W.)8" LIME STABILIZED SUBGRADE-DRIVEWAY8" REINFORCED CONCRETE ALLEY PAVEMENT (NO. 4 BARS 18"
O.C.E.W.)8" LIME STABILIZED SUBGRADE-ALLEYLIME FOR STABILIZED SUBGRADE (54LB/SY)REMOVE & REPLACE 6" REINFORCED CONCRETE PAVEMENT PANELS (NO. 4 BARS 18" O.C.E.W.)REMOVE & REPLACE 8"
REINFORCED CONCRETE PAVEMENT PANELS (NO. 4 BARS 18" O.C.E.W.)COMPACT EXISTING SUBGRADE (PANELS) 8" REINFORCED STAMPED CONCRETE PAVEMENT6" REINFORCED STAMPED CONCRETE IN MEDIANSMEDIAN
CONCRETE6" REINFORCED CONCRETE 8' WIDE SIDEPATH4" REINFORCED CONCRETE SIDEWALK (4'-6' WIDTH)REMOVE EXISTING CONCRETE STEPSCONSTRUCT CONCRETE STEPSTXDOT TYPE 5 PEDESTRIAN RAMPTXDOT TYPE
7 PEDESTRIAN RAMPMODIFIED TXDOT PEDESTRIAN RAMP4" PVC CONDUIT SCHEDULE 402" GRAY PVC CONDUIT SCHEDULE 80 (FOR COPPELL FOC)GROUND BOXES TYPE-A (FOR COPPELL FOC)RESTORE PARKWAYS AND DISTURBED
AREASRESTORE LANDSCAPE BEDSSTREET SIGNSPAVEMENT STRIPING & MARKINGSTRAFFIC BUTTONSPOST-PROJECT VIDEO SURVEY
1-0711-0721-0731-0741-0751-0761-0771-0781-0791-0801-0811-0821-0831-0841-0851-0861-0871-0881-0891-0901-0911-0921-0931-0941-0951-0961-0971-0981-0991-1001-1011-1021-103
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION3 OF 5
$560.28$840.42$554.88$688.43$144.09$704.44$939.40$467.48
$1,774.80$4,640.00$3,020.64$2,091.68$5,066.88$9,871.60$1,520.76$4,556.70$4,581.36$4,522.26$1,451.52$6,970.15$2,737.52$2,353.47$1,136.71$1,232.77$1,832.80$6,433.06$7,290.60
$56,223.46$14,689.08$11,601.45$11,973.44$12,036.55$14,834.56$21,580.00$12,364.44$10,150.00$48,395.20$51,805.60$16,808.40$69,968.88$14,815.52$14,140.40
$203,576.52$281,286.08
$712,743.82$231,490.46
TOTAL
$9.86$0.67$0.52$4.00$1.74$0.70$8.12$9.86$4.06$1.22$1.74$2.32
$30.74$29.00$40.02$37.35$45.36$40.02$45.36$44.02$34.68$33.35$36.02$16.01$16.01$16.01$16.01$16.01$16.01$20.88$15.66
$251.72$140.07$130.73$140.07$493.58$552.45$467.48$916.40
$1,688.96$1,632.12$1,728.40$1,850.20$7,070.20
McMahon Contracting, LP
UNIT PRICE
$63.00
$880.00$498.00$912.00$768.00$352.00$301.00$497.00$539.00$308.00
$1,710.00$4,480.00$3,300.00$2,640.00$3,150.00$9,450.00$7,000.00$7,350.00$2,684.00$3,333.00$3,503.00$6,528.00$4,598.00$1,824.00$1,029.00$1,342.00$3,000.00$8,250.00$1,740.00$6,327.60$7,123.00
$43,896.00$31,438.75$49,924.00$16,185.00$10,659.00$37,606.50$42,792.00$47,600.00$50,400.00$16,100.00$60,318.00$14,049.20$13,600.00
$312,790.25$217,257.80
TOTAL
$9.50$7.00$7.00$7.00$7.00$7.00$7.00$1.75$1.75$3.00$1.50$1.00$1.50$1.50$3.30$1.20$1.70$2.20
$24.00$28.00$83.00$24.00$22.00$33.00$31.00$24.00$24.00$22.00$22.00$24.00$20.00$13.50
$275.00$220.00$165.00$350.00$350.00$870.00
$1,050.00$1,050.00$3,000.00$1,700.00$1,800.00$6,800.00
Tiseo Paving Company
UNIT PRICE
$600.00$660.00$896.00$544.00$516.00$108.00$852.00$924.00$528.00
$3,960.00$4,800.00$3,060.00$1,440.00$3,900.00$7,100.00$7,455.00$1,292.00$4,148.00$3,434.00$3,842.00$9,248.00$5,852.00$2,128.00$1,764.00$1,207.80$3,400.00$7,500.00$3,000.00$6,591.25
$53,041.00$11,700.00$16,168.50$21,396.00$10,790.00$13,501.40$43,874.25$47,071.20$84,000.00$28,000.00$24,150.00$67,020.00$10,475.00$21,712.40$12,000.00
$298,701.15$256,948.65
TOTAL
$0.90$0.75$2.00$1.90$0.90$1.75$1.65$3.00$1.25$2.50$3.40
$29.00$22.00$30.00$90.00$34.00$34.00$34.00$34.00$28.00$34.00$34.00$28.00$28.00$12.00$12.00$12.00$12.00$12.00$12.00$30.00$15.00
$255.00$150.00$110.00$355.00$355.00
$1,300.00$1,300.00$3,400.00$3,000.00$1,000.00$1,500.00$6,000.00
Quality Excavation LTD
UNIT PRICE
46399122
1216202138321676437177442828
180160122101113272209147805
BID
182953957106134225004468527341906386
17965285282507128528
QUANTITY
LFSFLFSFSFSFSFSFLSSFSFSFLFLFLFLFLF
EAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEA
UNIT
DESCRIPTIONLANDSCAPE & IRRIGATION CONCRETE MOWSTRIP (9" WIDTH) - RE: E/L-09DRY RIVER BED OKLAHOMA FLAGSTONE (3" THICK) - RE: G/L-09DRY RIVER BED STACKED CHOPPED LEUDER EDGE (2 COURSES)
- RE: G/L-09BOULDER TYPE A (24"L X 14"W X 18"H)BOULDER TYPE B (18"L X 12"W X 14"H)BOULDER TYPE C (10"L X 12"W X 20"H)BOULDER TYPE D (12"L X 14"W X 18"H)ALLEE ELM - 100 GAL.CHINKAPIN
OAK - 100 GAL.CRAPE MYRTLE 'RED ROCKET' - 30 GAL.TEXAS REDBUD - 30 GAL.TEXAS SAGE 'THUNDER CLOUD' - 5 GAL.ABELIA 'CANYON CREEK' - 5 GAL.ROSEMARY 'TUSCAN BLUE' - 5 GAL.SOFTLEAF YUCCA
- 5 GAL.WHITE CLOUD MUHLY - 3 GAL.MEXICAN FEATHER GRASS - 3 GAL.GULF MUHLY 'REGAL MIST' - 3 GAL.DWARF MISCANTHUS 'ADAGIO' - 3 GALRED YUCCA - 3 GAL.RUSSIAN SAGE - 1 GAL.AUTUMN SAGE -
1 GAL. 'BLONDE AMBITION' BLUE GRAMMA - 1 GAL.BLACKEYED SUSAN - 1 GAL.PINK SKULLCAP - 1 GAL.FALL ASTER - 1 GAL.SOLID SOD BUFFALO GRASS IN MEDIANSOLID SOD BERMUDA GRASS IN PARKWAYDECOMPOSED
GRANITE - RE: F/L-09BED PREPERATION & TOP MULCHMULCH (TYP. 1' BAND AT BACK OF CURB)FERTILIZERSIRRIGATION SYSTEM (IN MEDIANS)IRRIGATION SYSTEM (IN PARKWAY)TEMPORARY IRRIGATION SYSTEM
(FOR DISTURBED AREAS BEYOND L.O.W.)STREET LIGHTING DRILL SHAFT (RDWY ILL POLE) (24 IN)INSTALL ROADWAY ILLUM ASSEMBLY (LED) (MATERIALS PROVIDED BY CITY)CONDUIT (PVC) (SCH 40) (2") (BORE)CONDUIT
(PVC) (SCH 40) (2") (TRENCH)GROUND BOX TYPE A ELEC CONDR (NO. 8) BAREELEC CONDR (NO. 6) INSULATEDELEC CONDR (NO. 2) INSULATEDPOWER SERVICE PEDESTAL & EQUIPMENT
T-1T-2T-3T-4T-5T-6T-7T-8T-9
2-0012-0022-0032-0042-0052-0062-0072-0082-0092-0102-0112-0122-0132-0142-0152-0162-0172-0182-0192-0202-0212-0222-0232-0242-0252-0262-0272-0282-0292-0302-0312-0322-0332-0342-035
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION4 OF 5
65
140160365
$50,000$50,000$50,000$50,000$25,000$25,000
$250,000$365,000
TOTAL
$7,307,279.65
$7,672,279.65
$50,000$50,000$50,000$50,000$25,000$25,000
McMahon Contracting, LP
UNIT PRICE
39
146180365
$50,000$50,000$50,000$50,000$25,000$25,000
$250,000$365,000
TOTAL
$7,061,912.50
$7,426,912.50
$50,000$50,000$50,000$50,000$25,000$25,000
Tiseo Paving Company
UNIT PRICE
54
146160360
$360,000
$50,000.00$50,000.00$50,000.00$50,000.00$25,000.00$25,000.00
$250,000.00
TOTAL
$6,215,332.45
$6,575,332.45
$50,000.00$50,000.00$50,000.00$50,000.00$25,000.00$25,000.00
Quality Excavation LTD
UNIT PRICE
111111
BID
QUANTITY
TOTAL TIME BID
LSLSLSLSLSLS
UNIT
TOTAL BID ITEMS BASE BID (A)
TIME TO COMPLETE MILESTONE 1TIME TO COMPLETE MILESTONE 2TIME TO COMPLETE MILESTONE 3
TOTAL OF CALENDAR DAYS X $1,000 (B)
BASIS FOR COMPARISON OF BIDS (A) + (B)
DESCRIPTIONALLOWANCE PROJECT ALLOWANCE FOR WATER IMPROVEMENTSPROJECT ALLOWANCE FOR SANITARTY SEWER IMPROVEMENTSPROJECT ALLOWANCE FOR STORM DRAIN IMPROVEMENTSPROJECT ALLOWANCE FOR PAVING
IMPROVEMENTSPROJECT ALLOWANCE FOR ILLUMINATION IMPROVEMENTSPROJECT ALLOWANCE FOR LANDSCAPING IMPROVEMENTS
X-1X-2X-3X-4X-5X-6
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION5 OF 5
February 22, 2018
Mayor and Council Members
City of Coppell
255 E. Parkway Boulevard
Coppell, TX 75019
RE: Recommendation of Award
Parkway Boulevard Reconstruction
Ladies and Gentlemen,
On February 21, 2019 the City of Coppell accepted bids for the referenced project.
Three bids were received ranging from $6,575,332.45 to $7,672,279.65. The apparent low bidder
is Quality Excavation, LTD with a bid of $6,575,332.45. Based on our review of their bid proposal,
it appears that Quality Excavation, LTD has met the requirements set forth in the bid documents.
A copy of the bid tabulation is attached for your review.
Quality Excavation, LTD has recently performed numerous projects in the DFW metroplex area of
similar scope, including many reconstruction/rehabilitation projects for other municipalities. Their
current related projects range in value from $160,175 to $6,227,259. Quality Excavation, LTD also
reconstructed Town Center Boulevard for the City of Coppell, which was completed in April 2018.
In speaking with City staff involved in their previous project, there were no concerns expressed
about the ability of Quality Excavation, LTD to perform the work.
We recommend that the contract be awarded to Quality Excavation, LTD in the amount of
$6,575,332.45. The award should be contingent on their procurement of acceptable insurance
and bonds.
Sincerely,
J. VOLK CONSULTING, INC.
Jay Volk, PE
President
cc: Kent Collins, P.E. Director of Public Works, City of Coppell
Kumar Gali, P.E. Assistant Director of Engineering, City of Coppell
$915.58$799.92$744.72$468.86
$1,392.00$4,819.98$3,328.97$1,040.52$5,220.00$3,480.00$3,712.00$7,962.24$7,400.80$6,996.96
$44,751.71$20,624.80$81,040.00$68,244.00$17,632.00$14,917.63$11,600.00$13,340.00$80,449.82$52,922.70$71,456.00$55,680.00$31,088.00$77,372.00$32,414.46$14,098.64
$360,186.00$100,493.46$276,973.84$100,135.00$139,334.00
TOTAL
$7.92$6.60$6.79$6.96$7.19$2.90$3.94$4.52
$15.62$11.99$28.61$15.08$11.31
$457.79$551.00$580.00$107.18$110.66$115.30$120.64$136.88
$1,392.00$2,026.00$2,320.00$1,740.00$3,480.00$1,856.00$8,932.00$3,364.00
$44,751.71$20,624.80$13,920.00$15,544.00
$360,186.00$100,493.46
McMahon Contracting, LP
UNIT PRICE
$808.00$749.00$476.00
$1,100.00$2,000.00$2,500.00$3,216.00$3,241.00$1,035.00$4,950.00$3,300.00$3,600.00$7,590.00$3,062.40$7,740.00
$14,000.00$51,700.00$16,800.00$80,500.00$13,182.00$11,000.00$12,650.00$76,335.00$50,490.00$68,000.00$52,800.00$29,600.00$62,100.00$28,660.00$13,390.00
$217,000.00$152,000.00$416,600.00$115,258.00$132,600.00
TOTAL
$6.50$8.00$8.00$5.00$6.00$7.00$7.00$1.20$4.00$5.00
$23.00$15.00$10.00
$550.00$525.00$550.00$102.00$105.00$110.00$115.00$130.00
$2,000.00$2,500.00$2,200.00$1,650.00$3,300.00$1,800.00$8,500.00$2,700.00
$14,000.00$10,415.00$13,200.00$14,800.00
$217,000.00$152,000.00
Tiseo Paving Company
UNIT PRICE
$980.00$238.00
$1,500.00$5,400.00$1,919.00$4,623.00$1,391.00$4,167.00$1,449.00$5,500.00$2,400.00$4,600.00$3,400.00$4,200.00$2,552.00$7,740.00$5,150.00
$48,000.00$88,000.00$48,598.00$29,600.00$15,379.00$67,600.00$61,795.00$28,458.00$25,410.00$61,600.00$48,000.00$25,000.00$29,900.00$40,124.00
$309,000.00$217,042.00$180,866.40$129,500.00
TOTAL
$4.70$7.00$9.00$1.00$2.00$5.00
$10.20$19.00$11.50$37.00$13.00$21.00$52.00$85.00$62.00$14.00$50.00
$750.00$980.00$925.00$800.00$200.00$385.00
$5,400.00$2,200.00$1,100.00$3,400.00$2,100.00$7,700.00$1,300.00
$48,000.00$12,000.00$12,500.00
$309,000.00$217,042.00
Quality Excavation LTD
UNIT PRICE
1.02.01.01.01.01.05.03.01.02.08.04.02.0
BID
40.032.069.023.066.023.0
101.0402.0107.0463.0727.0459.0119.0103.0
3500.02197.01300.02552.01548.02866.0
17732.010340.0
QUANTITY
LSLSLSLSLFLFLFLFLFLFLFLFLFLFLFLFLF
SYSYSYSY
EAEAEACYEAEAEAEAEAEAEAEAEA
STA
UNIT
DESCRIPTIONWATER, SANITARY SEWER, STORM DRAIN & PAVING IMPROVEMENTS MOBILIZATIONPROJECT SIGNPROJECT COMMUNICATIONPRE-PROJECT VIDEO SURVEYFURNISH, INSTALL, MAINTAIN AND REMOVE EROSION
CONTROL DEVICESTEMPORARY TRAFFIC CONTROL DEVICES, DETOURS AND ROAD MAINTENANCERIGHT-OF-WAY PREPARATIONREMOVE & DISPOSE OF EXISTING CONCRETE PAVEMENTREMOVE & DISPOSE OF EXISTING ALLEY
PAVEMENTREMOVE & DISPOSE OF EXISTING DRIVEWAY PAVEMENTREMOVE & DISPOSE OF EXISTING CONCRETE SIDEWALKREMOVE & DISPOSE OF STREET LIGHTUNCLASSIFIED EXCAVATIONABANDON EXISTING 8" SANITARY
SEWER PIPE (IN PLACE)-GROUT FILL PER TXDOT SPEC 7070ABANDON EXISTING 10" SANITARY SEWER PIPE (IN PLACE)-GROUT FILL PER TXDOT SPEC 7070ABANDON EXISTING 12" SANITARY SEWER PIPE (IN PLACE)-GROUT
FILL PER TXDOT SPEC 7070REMOVE EXISTING SANITARY SEWER PIPEABANDON EXISTING SANITARY SEWER MANHOLEREMOVE EXISTING SANITARY SEWER MANHOLEREMOVE 4" SEWER SERVICE LATERALSCONNECT TO EXISTING
SANITARY SEWER PIPE CONNECT TO EXISTING SANITARY SEWER MANHOLE8" PVC SDR-26 SANITARY SEWER PIPE10" PVC SDR-26 SANITARY SEWER PIPE12" PVC SDR-26 SANITARY SEWER PIPE15" PVC SDR-26 SANITARY
SEWER PIPE4' DIAMETER STANDARD SANITARY SEWER MANHOLE5' DIAMETER STANDARD SANITARY SEWER MANHOLE5' DIAMETER DROP SANITARY SEWER MANHOLE4" SEWER SERVICE LATERALS (INCLUDING CONNECTION
TO EXISTING)TRENCH SAFETY FOR SANITARY SEWER IMPROVEMENTS (UP TO 22-FEET)ABANDON EXISTING 6" WATER LINE (IN PLACE)-GROUT FILL PER TXDOT SPEC 7070ABANDON EXISTING 8" WATER LINE (IN PLACE)-GROUT
FILL PER TXDOT SPEC 7070ABANDON EXISTING 16" WATER LINE (IN PLACE)-GROUT FILL PER TXDOT SPEC 70706" PVC CLASS 200 DR-14 WATER LINE
1-0011-0021-0031-0041-0051-0061-0071-0081-0091-0101-0111-0121-0131-0141-0151-0161-0171-0181-0191-0201-0211-0221-0231-0241-0251-0261-0271-0281-0291-0301-0311-0321-0331-0341-035
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION1 OF 5
$0.00$0.00
$618.28
$5,104.00$9,396.00$4,885.92$5,886.16$3,636.30$7,540.00$2,053.20$1,508.00$1,740.00
$65,581.18$69,368.00$35,380.00$10,904.00$22,620.00$14,616.00$20,880.00$53,592.00$49,764.00$29,058.00$10,350.10$12,992.00$10,892.40$69,669.60$33,930.00$24,768.32$17,748.00
$444,500.98$142,912.00$188,848.00$123,656.00$164,762.92$125,280.00
TOTAL
$2.90$0.00$0.00
$46.40$15.08$17.40$17.40$90.48
$117.74$150.22$271.44$581.16$105.11$106.95$119.48$135.72$157.76
$3,016.00$5,104.00$7,076.00$5,452.00$7,540.00$1,624.00$2,088.00$8,932.00$4,872.00$4,524.00$1,044.00$1,508.00$1,856.00$1,508.00$1,740.00$5,220.00$5,916.00
$17,168.00
McMahon Contracting, LP
UNIT PRICE
$0.00$0.00
$615.00
$4,900.00$4,050.00$4,644.00$1,870.00$4,282.80$7,250.00$2,006.00$1,450.00$1,650.00
$62,384.00$66,700.00$34,000.00$10,400.00$21,600.00$14,400.00$20,000.00$51,700.00$47,300.00$27,600.00$12,320.00$12,600.00$10,642.00$66,220.00$32,250.00$23,550.00$17,100.00
$423,137.00$136,000.00$179,300.00$103,935.00$157,206.00$120,000.00
TOTAL
$1.20$0.00$0.00
$55.00$39.00$15.00$17.00$17.00$86.00
$112.00$143.00$450.00$258.00$552.00$220.00$114.00$129.00$150.00
$2,900.00$4,900.00$6,800.00$5,200.00$7,200.00$1,600.00$2,000.00$8,500.00$4,700.00$4,300.00$1,450.00$1,800.00$1,450.00$1,650.00$5,000.00$5,700.00
$16,300.00
Tiseo Paving Company
UNIT PRICE
$0.00$0.00
$371.00$371.00
$2,800.00$8,400.00$8,460.00$5,040.00$4,424.00$1,700.00$4,282.80$4,500.00$7,700.00$3,690.00$7,512.00$2,596.00
$46,788.00$50,600.00$30,000.00$20,100.00$12,600.00$20,000.00$53,900.00$46,200.00$36,250.00$19,321.25$27,720.00$46,250.00$56,520.00$18,900.00
$236,720.00$116,800.00$138,600.00$151,690.00$141,600.00
TOTAL
$1.20$7.25$0.00$0.00
$84.00$80.00$79.00$50.00$90.00$12.00$22.00$36.00
$940.00$280.00$725.00$900.00$371.00$371.00$110.00$185.00$360.00
$2,200.00$2,800.00$6,000.00$4,200.00$6,700.00$1,400.00$2,000.00$7,300.00$4,900.00$4,200.00$1,100.00$5,900.00$6,300.00
$12,600.00
Quality Excavation LTD
UNIT PRICE
1.05.02.03.09.09.00.00.05.07.01.01.03.0
BID
23.010.016.011.011.011.018.050.056.034.041.024.0
557.0626.0118.0770.0250.0157.0
2959.03569.02665.01379.0
QUANTITY
LFLFLFLFLFLFLFLFLFLFLFLFLF
SYSY
EAEAEAEAEAEAEAEAEAEAEAEACYEAEAEAEAEAEA
TON
UNIT
DESCRIPTION 8" PVC CLASS 200 DR-14 WATER LINE16" PVC CLASS 150 DR-14 WATER LINE3/4" DOMESTIC WATER SERVICE & METER-COPPER1" DOMESTIC WATER SERVICE & METER-COPPER2" DOMESTIC WATER SERVICE
& METER-COPPER1" IRRIGATION WATER SRVICE & METER-COPPER2" IRRIGATION WATER SERVICE & METER-COPPER6" GATE VALVES8" GATE VALVES16" GATE VALVESCONNECT TO EXISTING WATER LINE STANDARD
FIRE HYDRANT ASSEMBLYREMOVE EXISTING FIRE HYDRANTWATER LINE DUCTILE IRON FITTINGS24" PVC ENCASEMENT FOR WATER LINE24" BORE & STEEL ENCASEMENT FOR WATER LINEPERMANENT REINFORCED CONCRETE
PAVEMENT REPAIR (WATER LINE)PERMANENT CURB & GUTTER REPAIR (WATER LINE)TRENCH SAFETY FOR WATER LINE IMPROVEMENTSTEMPORARY PAVEMENT REPAIR (FOR NORTH UTILITIES PRIOR TO TRAFFIC SHIFT)DELETED
(NO BID)DELETED (NO BID)REMOVE EXISTING SMALL CURB INLET (4' - 8')REMOVE EXISTING LARGE CURB INLET (10'-12')REMOVE EXISTING 15" RCP STORM DRAINREMOVE EXISTING 18" RCP STORM DRAINREMOVE
EXISTING 21" RCP STORM DRAINREMOVE EXISTING 18" HEADWALLREMOVE EXISTING 21" HEADWALL12" HDPE STORM DRAIN18" REINFORCED CONCRETE PIPE STORM DRAIN 21" REINFORCED CONCRETE PIPE STORM
DRAIN 24" REINFORCED CONCRETE PIPE STORM DRAIN 10' STANDARD CURB INLET4'x4' JUNCTION BOX
1-0361-0371-0381-0391-0401-0411-0421-0431-0441-0451-0461-0471-0481-0491-0501-0511-0521-0531-0541-0551-0561-0571-0581-0591-0601-0611-0621-0631-0641-0651-0661-0671-0681-0691-070
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION2 OF 5
$800.40
$9,280.00$7,412.40$4,247.10$2,122.64$7,823.62$3,132.00$2,086.26$3,533.75$9,164.00$2,320.00
$22,968.00$63,736.32$52,135.25$18,811.52$86,489.60$20,299.23$71,910.72$93,501.80$19,867.32$29,931.48$54,288.00$83,520.00$10,000.00$19,209.60$13,186.88$32,642.40
$174,000.00$864,565.94$148,608.00$290,390.10$236,850.83$156,732.24
TOTAL
$6,113,045.37
$2.90$3.86$7.15$4.41$8.41$6.96$8.00
$34.80$55.46$90.67$13.52$92.88$96.70$63.22$13.75$13.92
$138.32$185.60$214.02$190.82$190.82$133.40$348.00$100.34$106.14$916.40$480.24$310.88
$3,828.00$4,640.00$2,088.00$2,320.00
$13,186.88
McMahon Contracting, LP
UNIT PRICE
$8,800.00$3,067.20$5,940.00$1,570.00$4,100.00$3,000.00$4,488.00$3,405.25$8,700.00$3,600.00$2,500.00
$22,200.00$62,500.00$44,275.00$10,472.00$23,015.00$68,544.00$89,670.00$11,250.00$26,928.00$38,352.00$52,650.00$80,000.00$10,312.50$16,080.00$14,700.00
$115,584.00$133,276.00$200,000.00$406,155.75$211,222.50$146,373.50
TOTAL
$1,106,039.55
$6,281,864.45
$1.20$7.00$5.00$7.50$6.50$8.25
$12.50$70.95$77.00$10.00$77.00$10.00$13.25$13.50
$286.00$125.00$135.25$204.00$183.00$100.00$500.00$136.00$136.00$136.00$870.00$402.00$140.00
$3,700.00$4,400.00$1,250.00$2,000.00$3,600.00$2,500.00
Tiseo Paving Company
UNIT PRICE
$980.00
$9,600.00$3,067.20$9,737.60$2,935.90$3,813.00$2,220.00$5,247.00$6,600.00$2,827.00$3,800.00
$25,200.00$65,000.00$39,962.50$13,840.20$87,142.00$76,870.10$60,480.00$63,700.00$20,790.00$29,892.00$62,400.00$13,000.00$23,600.00$10,312.50$17,200.00$14,700.00
$173,376.00$115,200.00$240,240.00$183,059.50$119,350.70
TOTAL
$1,060,052.00
$5,409,682.65
$1.20$6.50$5.30$8.25
$13.00$68.00$10.50$69.50$23.30$71.60$18.70$72.00$80.00$16.70$93.00$11.00$16.00
$187.00$180.00$130.00$370.00$583.00$200.00$105.00$106.00$590.00$430.00$140.00$980.00
$4,200.00$4,800.00$1,300.00$3,800.00
Quality Excavation LTD
UNIT PRICE
6.02.06.09.01.01.0
BID
41.033.010.040.040.0
575.0594.0136.0157.0466.0336.0490.0198.0282.0257.0105.0
5000.02556.01600.03003.04603.03900.01250.0
15589.016512.028163.022519.0
QUANTITY
LSLFSFSFLFLFSFLSLS
LBSYSYSYSYSYSYSYSYSYSYSYSYSYSYSY
EAEAEAEA
STASTASTA
TON
UNIT
SUBTOTAL WATER, SANITARY SEWER, STORM DRAINAGE & PAVING
DESCRIPTION 18" ADS BEEHIVE INLET4 - 8'x8' RCB REHABILITATION24" HEADWALLTRENCH SAFETY FOR DRAINAGE IMPROVEMENTS8" REINFORCED CONCRETE STREET PAVEMENT (NO. 4 BARS 18" O.C.E.W.)8" LIME
STABILIZED SUBGRADE-STREET8" REINFORCED CONCRETE DRIVEWAY PAVEMENT (NO. 4 BARS 18" O.C.E.W.)8" LIME STABILIZED SUBGRADE-DRIVEWAY8" REINFORCED CONCRETE ALLEY PAVEMENT (NO. 4 BARS 18"
O.C.E.W.)8" LIME STABILIZED SUBGRADE-ALLEYLIME FOR STABILIZED SUBGRADE (54LB/SY)REMOVE & REPLACE 6" REINFORCED CONCRETE PAVEMENT PANELS (NO. 4 BARS 18" O.C.E.W.)REMOVE & REPLACE 8"
REINFORCED CONCRETE PAVEMENT PANELS (NO. 4 BARS 18" O.C.E.W.)COMPACT EXISTING SUBGRADE (PANELS) 8" REINFORCED STAMPED CONCRETE PAVEMENT6" REINFORCED STAMPED CONCRETE IN MEDIANSMEDIAN
CONCRETE6" REINFORCED CONCRETE 8' WIDE SIDEPATH4" REINFORCED CONCRETE SIDEWALK (4'-6' WIDTH)REMOVE EXISTING CONCRETE STEPSCONSTRUCT CONCRETE STEPSTXDOT TYPE 5 PEDESTRIAN RAMPTXDOT TYPE
7 PEDESTRIAN RAMPMODIFIED TXDOT PEDESTRIAN RAMP4" PVC CONDUIT SCHEDULE 402" GRAY PVC CONDUIT SCHEDULE 80 (FOR COPPELL FOC)GROUND BOXES TYPE-A (FOR COPPELL FOC)RESTORE PARKWAYS AND DISTURBED
AREASRESTORE LANDSCAPE BEDSSTREET SIGNSPAVEMENT STRIPING & MARKINGSTRAFFIC BUTTONSPOST-PROJECT VIDEO SURVEY
1-0711-0721-0731-0741-0751-0761-0771-0781-0791-0801-0811-0821-0831-0841-0851-0861-0871-0881-0891-0901-0911-0921-0931-0941-0951-0961-0971-0981-0991-1001-1011-1021-103
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION3 OF 5
$560.28$840.42$554.88$688.43$144.09$704.44$939.40$467.48
$1,774.80$4,640.00$3,020.64$2,091.68$5,066.88$9,871.60$1,520.76$4,556.70$4,581.36$4,522.26$1,451.52$6,970.15$2,737.52$2,353.47$1,136.71$1,232.77$1,832.80$6,433.06$7,290.60
$56,223.46$14,689.08$11,601.45$11,973.44$12,036.55$14,834.56$21,580.00$12,364.44$10,150.00$48,395.20$51,805.60$16,808.40$69,968.88$14,815.52$14,140.40
$203,576.52$281,286.08
$712,743.82$231,490.46
TOTAL
$9.86$0.67$0.52$4.00$1.74$0.70$8.12$9.86$4.06$1.22$1.74$2.32
$30.74$29.00$40.02$37.35$45.36$40.02$45.36$44.02$34.68$33.35$36.02$16.01$16.01$16.01$16.01$16.01$16.01$20.88$15.66
$251.72$140.07$130.73$140.07$493.58$552.45$467.48$916.40
$1,688.96$1,632.12$1,728.40$1,850.20$7,070.20
McMahon Contracting, LP
UNIT PRICE
$63.00
$880.00$498.00$912.00$768.00$352.00$301.00$497.00$539.00$308.00
$1,710.00$4,480.00$3,300.00$2,640.00$3,150.00$9,450.00$7,000.00$7,350.00$2,684.00$3,333.00$3,503.00$6,528.00$4,598.00$1,824.00$1,029.00$1,342.00$3,000.00$8,250.00$1,740.00$6,327.60$7,123.00
$43,896.00$31,438.75$49,924.00$16,185.00$10,659.00$37,606.50$42,792.00$47,600.00$50,400.00$16,100.00$60,318.00$14,049.20$13,600.00
$312,790.25$217,257.80
TOTAL
$9.50$7.00$7.00$7.00$7.00$7.00$7.00$1.75$1.75$3.00$1.50$1.00$1.50$1.50$3.30$1.20$1.70$2.20
$24.00$28.00$83.00$24.00$22.00$33.00$31.00$24.00$24.00$22.00$22.00$24.00$20.00$13.50
$275.00$220.00$165.00$350.00$350.00$870.00
$1,050.00$1,050.00$3,000.00$1,700.00$1,800.00$6,800.00
Tiseo Paving Company
UNIT PRICE
$600.00$660.00$896.00$544.00$516.00$108.00$852.00$924.00$528.00
$3,960.00$4,800.00$3,060.00$1,440.00$3,900.00$7,100.00$7,455.00$1,292.00$4,148.00$3,434.00$3,842.00$9,248.00$5,852.00$2,128.00$1,764.00$1,207.80$3,400.00$7,500.00$3,000.00$6,591.25
$53,041.00$11,700.00$16,168.50$21,396.00$10,790.00$13,501.40$43,874.25$47,071.20$84,000.00$28,000.00$24,150.00$67,020.00$10,475.00$21,712.40$12,000.00
$298,701.15$256,948.65
TOTAL
$0.90$0.75$2.00$1.90$0.90$1.75$1.65$3.00$1.25$2.50$3.40
$29.00$22.00$30.00$90.00$34.00$34.00$34.00$34.00$28.00$34.00$34.00$28.00$28.00$12.00$12.00$12.00$12.00$12.00$12.00$30.00$15.00
$255.00$150.00$110.00$355.00$355.00
$1,300.00$1,300.00$3,400.00$3,000.00$1,000.00$1,500.00$6,000.00
Quality Excavation LTD
UNIT PRICE
46399122
1216202138321676437177442828
180160122101113272209147805
BID
182953957106134225004468527341906386
17965285282507128528
QUANTITY
LFSFLFSFSFSFSFSFLSSFSFSFLFLFLFLFLF
EAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEA
UNIT
DESCRIPTIONLANDSCAPE & IRRIGATION CONCRETE MOWSTRIP (9" WIDTH) - RE: E/L-09DRY RIVER BED OKLAHOMA FLAGSTONE (3" THICK) - RE: G/L-09DRY RIVER BED STACKED CHOPPED LEUDER EDGE (2 COURSES)
- RE: G/L-09BOULDER TYPE A (24"L X 14"W X 18"H)BOULDER TYPE B (18"L X 12"W X 14"H)BOULDER TYPE C (10"L X 12"W X 20"H)BOULDER TYPE D (12"L X 14"W X 18"H)ALLEE ELM - 100 GAL.CHINKAPIN
OAK - 100 GAL.CRAPE MYRTLE 'RED ROCKET' - 30 GAL.TEXAS REDBUD - 30 GAL.TEXAS SAGE 'THUNDER CLOUD' - 5 GAL.ABELIA 'CANYON CREEK' - 5 GAL.ROSEMARY 'TUSCAN BLUE' - 5 GAL.SOFTLEAF YUCCA
- 5 GAL.WHITE CLOUD MUHLY - 3 GAL.MEXICAN FEATHER GRASS - 3 GAL.GULF MUHLY 'REGAL MIST' - 3 GAL.DWARF MISCANTHUS 'ADAGIO' - 3 GALRED YUCCA - 3 GAL.RUSSIAN SAGE - 1 GAL.AUTUMN SAGE -
1 GAL. 'BLONDE AMBITION' BLUE GRAMMA - 1 GAL.BLACKEYED SUSAN - 1 GAL.PINK SKULLCAP - 1 GAL.FALL ASTER - 1 GAL.SOLID SOD BUFFALO GRASS IN MEDIANSOLID SOD BERMUDA GRASS IN PARKWAYDECOMPOSED
GRANITE - RE: F/L-09BED PREPERATION & TOP MULCHMULCH (TYP. 1' BAND AT BACK OF CURB)FERTILIZERSIRRIGATION SYSTEM (IN MEDIANS)IRRIGATION SYSTEM (IN PARKWAY)TEMPORARY IRRIGATION SYSTEM
(FOR DISTURBED AREAS BEYOND L.O.W.)STREET LIGHTING DRILL SHAFT (RDWY ILL POLE) (24 IN)INSTALL ROADWAY ILLUM ASSEMBLY (LED) (MATERIALS PROVIDED BY CITY)CONDUIT (PVC) (SCH 40) (2") (BORE)CONDUIT
(PVC) (SCH 40) (2") (TRENCH)GROUND BOX TYPE A ELEC CONDR (NO. 8) BAREELEC CONDR (NO. 6) INSULATEDELEC CONDR (NO. 2) INSULATEDPOWER SERVICE PEDESTAL & EQUIPMENT
T-1T-2T-3T-4T-5T-6T-7T-8T-9
2-0012-0022-0032-0042-0052-0062-0072-0082-0092-0102-0112-0122-0132-0142-0152-0162-0172-0182-0192-0202-0212-0222-0232-0242-0252-0262-0272-0282-0292-0302-0312-0322-0332-0342-035
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION4 OF 5
65
140160365
$50,000$50,000$50,000$50,000$25,000$25,000
$250,000$365,000
TOTAL
$7,307,279.65
$7,672,279.65
$50,000$50,000$50,000$50,000$25,000$25,000
McMahon Contracting, LP
UNIT PRICE
39
146180365
$50,000$50,000$50,000$50,000$25,000$25,000
$250,000$365,000
TOTAL
$7,061,912.50
$7,426,912.50
$50,000$50,000$50,000$50,000$25,000$25,000
Tiseo Paving Company
UNIT PRICE
54
146160360
$360,000
$50,000.00$50,000.00$50,000.00$50,000.00$25,000.00$25,000.00
$250,000.00
TOTAL
$6,215,332.45
$6,575,332.45
$50,000.00$50,000.00$50,000.00$50,000.00$25,000.00$25,000.00
Quality Excavation LTD
UNIT PRICE
111111
BID
QUANTITY
TOTAL TIME BID
LSLSLSLSLSLS
UNIT
TOTAL BID ITEMS BASE BID (A)
TIME TO COMPLETE MILESTONE 1TIME TO COMPLETE MILESTONE 2TIME TO COMPLETE MILESTONE 3
TOTAL OF CALENDAR DAYS X $1,000 (B)
BASIS FOR COMPARISON OF BIDS (A) + (B)
DESCRIPTIONALLOWANCE PROJECT ALLOWANCE FOR WATER IMPROVEMENTSPROJECT ALLOWANCE FOR SANITARTY SEWER IMPROVEMENTSPROJECT ALLOWANCE FOR STORM DRAIN IMPROVEMENTSPROJECT ALLOWANCE FOR PAVING
IMPROVEMENTSPROJECT ALLOWANCE FOR ILLUMINATION IMPROVEMENTSPROJECT ALLOWANCE FOR LANDSCAPING IMPROVEMENTS
X-1X-2X-3X-4X-5X-6
BID TABULATIONPARKWAY RECONSTRUCTION BOULEVARD2/21/2019
ITEM No.
PARKWAY BOULEVARDBID TABULATION5 OF 5
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::78
78<:;;8<=>-?/$ @A-B
/%+"';<4'-&*"4'=! !1 4'
C$(*% $?/ 0*+?DE,
F-1*%A5
80EA( 0*+?DE,
>"# %(?4'@")"#"?A"4';?'$(?!#(+4'
7 G89G 789
/%+"'$#" !"B4'
00 F-1*%A5 *? H1D*BE?> !.-?A5
/%+"'0 2"4'/%? +'CA!%(?4'
-%!+"4'
F-1*%A I( AJ- 0EA( 0*+?DE, *? %-D-?A $?/ +1D*BE?> -.-?A5"
0(!" 4'
=*(? (# 4'D? A!2"?!'< !"4'
C!! AE2"?! 4'D? A!2"?!'0123"#4'
$(?! A!4'
F" #%?G'< !"4'
<# )!"#4'D))"A!%H"'< !"4'
F% !(#&'()'I"G% + !%H"'/%+"'''''
>"#9
CA!%?G'J(B&4''< !"4''CA!%(?4''="?!'-(4''<1"'< !"4'@"!1#?'@" 1+!4'
%(?4'
< !"4''
80EA( 0*+?DE,7 G KG 789
-".!'()'I"G% + !%H"'/%+"'56789::78
3EA,-
F-1*%A I( AJ- 0EA( 0*+?DE, *? %-D-?A $?/ +1D*BE?> -.-?A5"
L+BB$%(
/% A +';2* A!4
M!?A-% NE5D$, @B1$DA LA$A-B-?A O-%-P
=! ))'@"A(22"?B !%(?4
M!?A-% LA$QQ F-D*BB-?/$AE*? O-%-P
K( +';A(?4
=1 ! %? 3+"'$%!&'K(H"#?2"?!
J1 %?" 'L#( *"#%!&
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<#:=
$(221?%!&'M"++?" ' ?B'D?#%AE2"?!
="? "'()'$(221?%!&
=*"A% +'L+ A"'!('I%H"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3
!" #$%&'$( )*+,-.$%/
$%!&'()'$(**"++,'-".
0*11-,,2 3-4$5
6 789:9;6<
!"#
/%+"'0123"#4'56789::7;
78<:;;8 =>-?/$ @A-B
/%+"'<=4'-&*"4'>! !1 4'
0*+?CD, 0*BBDAA--
E-1*%A5
80DA( 0*+?CD,
?"# %(@4'A")"#"@B"4'<@'$(@!#(+4'
7 F8<F 789
/%+"'$#" !"C4'
00 E-1*%A5
/%+"'0 2"4'/%@ +'DB!%(@4'
-%!+"4'
=GH$,,$5 E->D*?$, I*JD,DA( 0*$,DAD*? : 0*+?CD,B-BJ-% K$%( E*/-?
)GL*.-? M-$,AN 0,D?DC : 0*+?CD,B-BJ-% I$%& MD,,
0GI-A%*C%-5A O-%.DC-5 : 0*+?CD,B-BJ-%5 L-5 I$(5
0(!" 4'
>*(@ (# 4'E@ B!2"@!'= !"4'
D!! BF2"@! 4'E@ B!2"@!'0123"#4'
$(@! B!4'
G" #%@H'= !"4'
=# )!"#4'E))"B!%I"'= !"4'
G% !(#&'()'J"H% + !%I"'/%+"'''''
?"#9
DB!%@H'K(C&4''= !"4''DB!%(@4''>"@!'-(4''=1"'= !"4'A"!1#@'A" 1+!4'
%(@4'
= !"4''
80DA( 0*+?CD,7 F PF 789
-".!'()'J"H% + !%I"'/%+"'56789::7;
3DA,-
=GH$,,$5 E->D*?$, I*JD,DA( 0*$,DAD*? : 0*+?CD,B-BJ-% K$%( E*/-?
)GL*.-? M-$,AN 0,D?DC : 0*+?CD,B-BJ-% I$%& MD,,
0GI-A%*C%-5A O-%.DC-5 : 0*+?CD,B-BJ-%5 L-5 I$(5
O+BB$%(
/% B +'<2* B!4
Q!?A-% RD5C$, @B1$CA OA$A-B-?A M-%-S
>! ))'A"B(22"@C !%(@4
Q!?A-% OA$TT E-C*BB-?/$AD*? M-%-S
L( +'<B(@4
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"#
7 /&!0"$(1&%18!2"935#:;<<#=>
>1 ! %@ 3+"'$%!&'L(I"#@2"@!
K1 %@" 'M#( *"#%!&
$(221@%!&'N"++@" ' @C'E@#%BF2"@!
>"@ "'()'$(221@%!&
>*"B% +'M+ B"'!('J%I"
$%&'"()"$(**!++,"-!. / 0%1&!2"(1"3433435#6
!"3