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HomeMy WebLinkAboutMullin & Lonergan Associates-6/24/2013Council Communication City Council Meeting: June 24 013 Prepared: June 12, 2013 Dept. Head Signature: # of Attachments: 4 SUBJECT: FY2015-FY2019 Five -Year Waterloo/Cedar Falls HOME Consortium Consolidated Plan and Analysis of Impediments to Fair Housing - Contract for Services Submitted by: Rudy D. Jones, Community Development Director Recommended City Council Action: Approve and execute contracts for FY2015- FY2019 Five -Year Waterloo/Cedar Falls HOME Consortium Consolidated Plan and Analysis of Impediments to Fair Housing. Summary Statement: The City of Waterloo through its Community Development Department, working jointly with the City of Cedar Falls Community Development Department seeks to enter into a contract with Mullin & Lonergan Associates of Pittsburgh, PA. This contract would provide professional services to update our planning documents necessary to receive continued direct entitlement assistance from the U. S. Department of Housing and Urban Development (HUD). The cities receive individupl entitlement grants and the City of Waterloo receives HOME funds, which it administers in the capacity as lead agency in the Waterloo/Cedar Falls HOME Consortium. Requests for Proposal solicitations were sent out nationwide to 13 consulting firms based on a listing from other entitlement cities in the State of Iowa. We received two proposals back. Mullin & Lonergan Associates Pittsburgh, PA Urban Design Ventures, LLC Homestead, PA $46,300 $47,125 After review of the proposals by both Waterloo and Cedar Falls Community Development staff and consultation with other Iowa entitlement cities, it is recommended that the contract be awarded to Mullin & Lonergan Associates based upon their unique knowledge and professional relationship within the State of Iowa and the fact that they provided these services under our previous contract. Of the total price for services, Cedar Falls will be reimbursing Waterloo $7,500.00 which is their equitable share based upon the current HOME allocation they receive in the Consortium. Expenditure Required: Mullin & Lonergan Associates submitted the lowest bid of $46,300.00. Source of Funds: Costs will be paid out of our CDBG administration line item. FILE COP7 CONTRACT FOR SERVICES BETWEEN MULLIN & LONERGAN ASSOCIATES AND THE CITY WATERLOO, IOWA The firm of MULLIN & LONERGAN ASSOCIATES, hereinafter referred to as the Planning Agency, has the expertise in preparing a HOME Consortium Consolidated Plan and the City of Waterloo (CITY) requires assistance with the preparation of such Consolidated Plan. In mutual consideration of the promises set forth in this agreement, it is therefore agreed as follows: SECTION 1. Scope of Services The Planning Agency shall provide the services necessary to prepare a five-year HOME Consortium Consolidated Plan, to include the items listed on the attached proposal, dated May 10, 2013. SECTION 2. Time of Performance This Contract shall begin on June 24, 2013 and end on August 30, 2014. However, this contract may be extended by the CITY, at their request, and with the concurrence of the Planning Agency. SECTION 3. Personnel The Planning Agency represents that it has, or will acquire, all personnel necessary to perform the services under this Contract. The parties intend that an independent contractor -purchaser of service relationship will be created by this Contract. The CITY is interested only in the results to be achieved, and the conduct and control of the work will lie solely with the Planning Agency. Neither the Planning Agency, nor its employees are to be considered agents or employees of the CITY for any purpose. SECTION 4. Method of Payment The CITY shall pay the Planning Agency for the work under this Contract on the following schedule: Plan preparation shall be billed to the City of Waterloo for actual work performed and actual costs incurred for that work. Actual costs may include, but not be limited to, telephone, copy and mileage expenses in addition to the costs for personnel. Payment shall be due upon receipt of a monthly bill for actual work performed. If the CITY requests that the Planning Agency perform responsibilities in addition to those outlined in the Proposal dated May 10, 2013, the City shall pay the Planning Agency for the actual costs for that work performed, total payments shall not exceed FORTY-SIX THOUSAND THREE HUNDRED AND NO/100 DOLLARS ($46,300.00) unless mutually agreed to in writing in advance. SECTION 5. Information to be Furnished to the Planning Agency The CITY shall be responsible for providing all CITY information needed for the preparation of the Consolidated Plan in a timely manner. SECTION 6. Amendments Any amendments or changes to this Contract must be in writing and mutually agreed to by both the CITY and the Planning Agency. The Community Development Director, on behalf of the CITY, is the official authorized to execute any changes in the terms, conditions, or amounts specified in this contract. Ms. Marjorie Williams, AICP, Principal, on behalf of the Planning Agency, is the contractor officially authorized to execute any changes in the terms, conditions, or amounts specified in this Contract. SECTION 7. Termination Clause Either party assigned hereto shall have the authority to terminate this Contract, by notifying the other party by registered mail within thirty (30) days of the effective termination date. The Planning Agency will be paid for the time provided and expenses incurred up to and including the termination date. SECTION 8. Saving Clause Should any provisions of this Contract be deemed unenforceable by a court of law, all of the other provisions shall remain in effect. SECTION 9. Entire Agreement Statement This Contract contains the entire agreement between the CITY and the Planning Agency for the purpose of preparing the HOME Consortium Consolidated Plan. There are no other written or oral agreements, understandings, or contracts that shall take precedence over the items contained herein, unless they have been made a part of this Contract per Section 6. PASSED AND APPROVED: MULLIN & LONERGAN ASSOCIATES CITY®OF WATERLOO TjV e Williams, AICP Principal 62.2.0.1 3 Date Ernest G. "Buck" Clark, Mayor City of Waterloo, Iowa Date The City of Cedar Falls, Iowa shall be included as part of the 5 -Year Consolidated Plan. They will reimburse the City of Waterloo, Iowa for services in an amount not to exceed $7,500.00. Attachment: M & L Proposal dated May 10, 2013 CITY OF CEDAR FALLS on T. Cr \ --"I".-- ayor City of Cedar Falls, Iowa 17-as-aa/3 Date Submitted by Mullin & Lonergan Associates LONERGAN ASSOCIATES May 10, 2013 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium TABLE OF CONTENTS 1. Our Firm's Qualifications Page 2 2. Key Project Staff Page 9 3. Proposed Scope of Work Page 13 4. Proposed Project Schedule Page 35 5. Client References Page 36 6. Proposed Cost Estimate Page 37 Exhibit 1 Exhibit 2 Exhibit 3 Exhibit 4 MULLIN.' -, LONERCAN ASSOCIATES M&L's Summary of the Westchester County, NY Case M&L'S CDBG/HOME Client List M&L's Housing Study Client List Resumes of Key Project Staff Page 1 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 1. OUR FIRM'S QUALIFICATIONS a. Introduction Mullin & Lonergan Associates is a housing and community development consulting firm with offices in Pittsburgh and Camp Hill, PA. Our firm was formed in 1965. The legal name of our firm is Northeast and Bucks Company, organized as a Subchapter S Corporation in the Commonwealth of Pennsylvania. Northeast and Bucks Company was created by the founders of Mullin & Lonergan Associates. In 1979, Mullin & Lonergan was consolidated into Northeast & Bucks Company. We use the trade name of Mullin & Lonergan Associates because of the goodwill and recognition that we have built with our clients and within our industry over the past 48 years. To our clients, the firm is known simply as "M&L." In addition to HUD CDBG entitlement entities and HOME PJs, our clients include public housing authorities, nonprofit organizations, planning agencies, state housing fmance agencies and economic development organizations. We are members of the National Association of Housing and Redevelopment Officials (NAHRO), the Pennsylvania Association of Housing and Redevelopment Authorities (PAHRA), and the National Association for County Community and Economic Development (NACCED). Our workforce is comprised of 19 employees including housing specialists, community planners (seven of whom are AICP certified), local government specialists and fmance specialists. For the purposes of this proposal, M&L's contact person is Ms. Marjorie Williams. Name of Company: Contact Person: Headquarters and Billing Office: Office Where Work Will Be Performed: Federal Employer ID #: MULLIN L ONERGAAN ASSOCIATES Northeast and Bucks Company T/A Mullin & Lonergan Associates Marjorie Williams, AICP Principal (412) 323-1950 3909 Hartzdale Drive, Suite 901 Camp Hill, PA 17011-7838 Phone (717) 731-1161 Fax (717) 731-9471 800 Vinial Street, Suite B-414 Pittsburgh, PA 15212 Phone (412) 323-1950 Fax (412) 323-1969 23-209-5300 Page 2 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium b. Al Experience M&L is highly experienced in the preparation of Analyses of Impediments to Fair Housing Choice (AI). In the past eight years, our firm has completed more than 60 AIs, as depicted in the chart on the following page. In some cases, M&L has prepared successive AIs for the same clients (marked with *). Multi jurisdictional and regional AIs are highlighted in gray. i..:tiw IL '� Axa �+r-u��P � i �«' 'i+�i :�v g y t Y'" -tea'`' (f .Vii' wk y „, .,Ys` j 143' A i ,�� I 4 4 y '�; J ekilz, ' 1J"-- ' 3, .a: s C. r ear a.v§` F •fig ;Hampton'Roads, VA (covers seven'HLID ent/tlpinent cities, ' ., including Norfolk, Hampton, Newport News,_Fartsmouth, : Suffolk, Virginia Beach, and Chesapeake, VA)* : ' 1,344,673 Urban County of Lehigh County, PA 312,090 " Cumberland: Counfyf ayettevl{ NLC 3'0 ,963 Baltimore Regional -Commission (coversfive HUD entitlement ent/tiesincfudingBatiinore.City Bdltimam,County,1-larford_ :" County, Howard CorUnty and Anne Arundel County) 1,881,823 Urban County of Cumberland County, PA 213,674 Village of Oak Park, IL 52,524 Urban County of Berks County, PA* 373,638 Urban County of Bucks County / Bensalem Township, PA -',621,643 Urban County of Dauphin County, PA 251,798 City of Ocean City, NJ 15,378 CtyofHazleton,PA 23,329 CrtiesofAllianee,Canton,Massillon, and the Urban County of Stark County; OH 379,214 City of Easton, PA 26,263 Cityofloliet, IL 152,812 City of Bethlehem, PA 71,329 City of Council Bluffs, IA 58,268 City of Lebanon, PA 24,461 Urban Count of Prince Georges Courty /City ofBowie,MD State ofDefawareA1 formers the entitlemententitiesof the City of Wilmington, the Cityof Dover, NewtastleCountyand Delaware- State Housing Authority (rest of state)) . - City ofJersey City, NJ "820,852 -885,122 240,055 City of Williamsport, PA 30,706 City of Erie, PA' 103,717 City ofJohnstown, PA* 23,906 Urban County of Montgomery County, PA City of Roanoke, VA 750,097 97,032 Urban County of Westmoreland County, PA' 369,993 Urban County of Washington County, PA' 202,897 City ofSarasota /Urban County ofSarasota Courity,FL 379,448 LowerMerionTownship,PA 59,850 State ofVermont [covers theentire state exclusive ofthe Cityof Burlington] 583,324 Urban County of Atlantic County, NJ 252,552 City of Harrisonburg, VA City of New Rochelle, NY 48,914 77,062 Urban County of Will County, IL 338,882 City ofAnnapolis, MD. 35,838 Cities ofMane, IL/Rock Island, IL/Davenport, IA 183,311 Parkersburg, Wood County, Vienna, WV HOME Consortium 34,168 Urban County of Williamson County, TX 422,679 City of lowa City, Iowa 62,220 Urban County of Chester County, PA 498,886 MillcreekTownship, PA 52,121 Urban County of McHenry County, IL 308,760 Urban County of Cuyahoga County, OH 876,488 City of Colorado Springs, CO 416,427 City of Cleveland, OH 393,806 Urban County of Travis County, TX 242,519 City of Cleveland Heights, OH 49,958 City of Buffalo, NY 261,310 Waterloo/Cedar Falls,. Iowa HOME Consortium 104,892 City of Waterbury, CT 110,189 Urban County of Beaver County, PA' 181,412 City of Atlantic City, NJ" 35,770 We measure the success of our AI processes and work products in terms of our ability to motivate clients to aspire to a higher degree of functionality in affirmatively furthering fair housing choice. MSN' LONERCAN ASSOCIATES Page 3 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium c. Knowledge of Recent Changes in the Fair Housing Arena M&L is well -versed in the requirements of the Fair Housing Act. HUD's Fair Housing Planning Guide remains the official tutorial for AIs. However, this document was last updated in 1992 and, as such, it does not fully reflect the current fair housing philosophy at HUD. Under the Obama Administration, HUD is placing increased emphasis on social justice in general and fair housing in particular. In this new era of federal oversight, recipients of HUD funding are expected to take a more proactive role in combating housing discrimination and segregated housing patterns. Perhaps the best indicator of HUD's heightened attention to fair housing is the August 2009 settlement of United States ex rel. Anti -Discrimination Center of Metro New York v. Westchester County, 2009 WL 455269, No. 06 Civ. 2860 (DLC) (S.D.N.Y. Feb. 24, 2009), a landmark fair housing lawsuit to which HUD was a party. M&L's summary of this settlement and its implications for HUD entitlement entities can be found in Exhibit 1 of this proposal. Clearly, the aggressive fair housing posture of HUD and DOJ requires increased vigilance and expanded compliance efforts on the part of HUD grantees. At M&L, we have responded vigorously to the challenge of keeping up with the changing face of fair housing compliance. Over the past year, members of our staff have attended two national fair housing conferences, including the National Conference on Assisted Housing Mobility and the National Fair Housing Policy Conference. We also attended a lecture by Attorney Michael Allen of Relman and Dane, PLLC in Washington DC, the firm that represented plaintiffs in the Westchester fair housing lawsuit. These conferences and lectures provide useful insight into HUD's expectations of grantees relative to affirmatively furthering fair housing and proposed amendments to the Fair Housing Act. We are pleased to bring this background to your project. d. M&L's Consolidated Planning Experience AIs are part of a broader framework of services provided to our clients. Since 2005, our firm has prepared Five -Year Consolidated Plans for 63 communities representing 15 separate HUD offices, as depicted on the following chart. M&L prepared the Waterloo — Cedar Falls, IA HOME Consortium's Five -Year Consolidated Plan for 2009-2013. All 63 Con Plans were approved by the respective HUD offices. MULLIN LONERGAN ASSOCIATES Page 4 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Hub Offlc'e CoJfim,us;QH .', SanAntonl04TX Fort Worth, TX, •Denver,CO M&L Clients Youngstown, OH Springfield, OH Dayton, OH Williamson County, TX Waco, TX . Rapid City, SD H11D Office Richr nd, VA .' Buffalo, NY >, 11Tew Yoiik _ WY ABaltimore,rMD M&L Clients Hampton, VA Harrisonburg, VA Rochester, NY Buffalo, NY Yonkers, NY New Rochelle, NY Hagerstown, MD Bowie, MD Annapolis, MD HUD Office, Pittsburgh, Pio . ?- "`; Plilladelphiia, PA ; +_' "NewMrk.NJ - M&L Clients Erie, PA Johnstown, PA Beaver County, PA Washington County, PA Westmoreland County, PA Millcreek Township, PA Pittsburgh, PA McKeesport, PA Allentown, PA Montgomery County, PA Easton, PA Dauphin County, PA Hazleton, PA Delaware County, PA New Castle County, DE Bucks County, PA Wilmington, DE Bensalem Township, PA York, PA Cumberland County, PA Chester, PA Abington Township, PA Lower Merion Township, PA Lehigh County, PA Berks County, PA Norristown, PA Reading, PA Williamsport, PA Camden County, NJ Atlantic City, NJ Atlantic County, NJ Bloomfield, NJ Ocean City, NI Gloucester Township, NJ Passaic County, NJ Wayne Township, NJ Paterson, NJ Monmouth County, NJ Jersey City, NJ HUD Office; Atlanta, GA Raleigh, NC ;' Chicago,;IL Omaha, -NE M&L Clients Henry County, GA Cumberland County, NC Fayetteville, NC High Point, NC Oak Park, IL Iowa City, IA Waterloo, IA Cedar Falls, IA Sioux City, IA e. M&L's Experience with HUD's New e -Con Planning Suite with IDIS Online Beginning in 2012, HUD entitlements submitting a new Consolidated Plan must utilize HUD's new e -Con Planning Suite using IDIS online. M&L has already assisted clients with this new format. To date, M&L has completed three Con Plans (City of Buffalo, NY; City of Bowie, MD; and, Millcreek Township, PA) using this template. One has been submitted to HUD and the remaining two will be submitted on or before May 15. We are nearing completion of a fourth Con Plan (Passaic County, NJ), which will be submitted to HUD on or before July 15. In each instance, we work with the client to complete the IDIS Access Form, which allows M&L limited access to a client's IDIS portal for the purposes of developing the Con Plan. In addition, our early experiences with the e -Con Planning tool have revealed gaps in the regulatory requirements as provided within the new IDIS format. Until such time as HUD updates the system and corrects this deficiency, M&L is using a HUD -approved checklist to ensure that all regulatory requirements of a Con Plan are included. In addition, the most recent ACS dataset included in the e -Con Planning Suite tool is from 2009. M&L has been supplementing this with more recent data from the 2007-2011 American Community Survey Five -Year Estimates dataset in order that the housing market analysis section of the Con Plan more accurately reflects current trends and conditions. MULLIN' Lodi ASSOCIATES Page 5 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium f. M&L's CDBG and HOME Technical Assistance Mullin & Lonergan provides CDBG and HOME technical consulting services on a regular basis to about 25 core HUD entitlement communities. Typically, we function as an extension of the grantee's staff. Our clients call upon us frequently to provide advice and background information relative to regulatory issues, both CDBG and HOME, as well as other federal requirements such as procurement and contracting, acquisition, relocation, environmental compliance, labor compliance, and equal opportunity. M&L's clients rely on our staff's experience in CDBG and HOME issues. Whatever the project or question, chances are good that members of our firm have been involved in similar projects with other clients. We have worked extensively with CDBG since the program's inception in 1974 and with the HOME Program since its beginning in 1991. We help our clients to resolve eligibility and statutory objective issues in the early stages of a project, which helps to eliminate problems or make problems more manageable when and if they occur. We often provide alternative strategies toward a particular client objective, then assist the client in selecting a preferred course of action. Certain CDBG and HOME responsibilities are highly complex and may require third party support. For example, utilizing CDBG funds in support of economic development activities can be quite challenging. We assist our clients in evaluating the potential problems and rewards of these higher risk activities. We also assist our clients in structuring relationships with subrecipients. We prepare subsidy layering analyses and written agreements in support of HOME activities. If grantee activities result in monitoring or audit fmdings, we assist our clients in resolving these issues. Since HUD issued the Proposed Rule for HOME in December 2011, M&L has assisted clients with complying with HUD CPD Notice 12-007 in which CDBG entitlements are required to certify in IDIS the capacity development of all CHDOs. Recently, we provided the City of San Antonio with a report that evaluated the development capacity of its nine CHDOs. Many clients rely on M&L's understanding of other funding programs to leverage CDBG and HOME funds. We use our knowledge of state and federal housing and economic development programs to provide value to our clients every day. Our CDBG/HOME client list is included in Exhibit 2 of our proposal. MULLIN LONERCAN ASSOCIATES Page 6 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium g. M&L's Specific HOME Technical Assistance M&L assists a number of our HOME PJ clients in structuring the use of HOME funds in rental housing and homeownership projects. We are frequently called upon to perform subsidy layering analyses and prepare written agreements for HOME -assisted activities. Our firm also provides financial consulting services to many of our clients such as nonprofit as well as for- profit housing developers. These services include: • Preparation of fmancial models for homeownership projects, tax credit projects and other HOME -assisted transactions including sources and uses of funds, operating budget assumptions, and preparation of Internal Rates of Return (IRR) analysis. • Preparation of Low Income Housing Tax Credit applications on behalf of private nonprofit and for-profit developers. To date, M&L has assisted in the development of more than 4,200 tax credit housing units. • Preparation of HUD Section 202/811 applications on behalf of private nonprofit and for- profit developers. Recent developments total of 661 units under these HUD programs. • M&L also provides tax credit syndication services for projects that have received tax credits and need an investor who will purchase the credits and provide equity (cash) that will be used to construct the units. We believe that this experience uniquely qualifies M&L to prepare HUD HOME subsidy layering analysis. This development experience provides us with insights into the development process related to the creation of affordable housing units. We understand how developers think and structure these types of projects. These skills further qualify us to prepare the underwriting documents necessary for affordable housing projects that utilize federal HOME funds. We understand the development process and know how to analyze real estate development transactions. More specifically, we have worked extensively in packaging rental housing projects that are financed in part with equity from the sale of low income housing tax credits. The HOME subsidy layering document that M&L provides to its clients complies with the most recent HUD regulatory requirements for subsidy layering found at 24 CFR Part 92.250(b) and HUD CPD Notice 98-01. HUD requires the completion of a subsidy layering review before committing HOME funds to a project to insure that the community will not invest any more HOME funds, in combination with other governmental assistance, than is necessary to provide affordable housing. In addition, M&L has recently updated its HOME subsidy layering documents to include the recent changes from HUD's proposed HOME rule which was published in December of 2011. Some of these changes include a review of the housing market to ensure there is sufficient need for the proposed HOME project, a more in-depth review of the proposed project costs as they relate to the current development costs in the area (which ensures that developers of homeownership projects address the issue of what happens to the unit should it not sell within six months of a certificate of occupancy), and a focus on the requirements of the housing post - development. MULLIN LONERGAN ASSOCIATES Page 7 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Typically, our subsidy layering analysis begins with an overall review of the clients HOME Program application kit to review what it requires of its HOME subrecipients. In many cases, we recommend slight changes to the application kit to ensure that we are in obtaining the proper information from developers/subrecipients to make the preparation of the layering analysis more efficient. Once all of the pertinent project information is obtained from each subrecipient, M&L then begins to prepare the layering analysis. h. M&L's Experience in Conducting Housing Studies M&L has prepared affordable housing needs assessments, workforce housing studies, and housing market analyses in a variety of settings. These work products demonstrate our capabilities relative to data collection and statistical analysis. Some of these assessments were designed to assist the client in complying with HUD Five -Year Consolidated Plan requirements. Others were designed to assist state housing finance agencies in establishing housing tax credit policy. Still others were designed to enable the client community to initiate inclusionary zoning legislation. Each of these assignments involved an analysis of housing needs and affordability at various household income levels. Our completed projects are described in Exhibit 3 of our proposal. MULLIN LONERGAN ASSOCIATES Page 8 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 20 KEY PROJECT STAFF Mullin & Lonergan Associates, Inc. maintains a multi -disciplinary staff of planners, research analysts, GIS experts, program administrators, and financial analysts. All personnel are available to assist with this assignment as needed. Primary responsibility for management of the contract would be assigned to the following: a. Principal -in -Charge / Project Manager Marjorie Williams, AICP is a Principal of M&L. Ms. Williams began her career as an intern with Mullin & Lonergan Associates while completing her Master's Degree in Urban and Regional Planning from the University of Pittsburgh in 1990. Upon graduation, she assumed a full-time position in the firm's Philadelphia office where she prepared several of the first Analyses of Impediments to Fair Housing Choice required in the early 1990s. Ms. Williams also prepared comprehensive plans, zoning ordinances and worked extensively with HUD entitlement communities in eastern Pennsylvania, West Virginia, and Maryland. As a community planner, she assisted HUD entitlements with budgeting annual allocations, assessing annual performance and preparing environmental review records. Beginning in September 1995, Ms. Williams relocated to Huntington, WV and assumed the position of community planner. During her tenure, she was responsible for the management of the city's Enterprise Community, a HUD designation awarded in December 1994. Ms. Williams had prepared the winning application during her employment with Mullin & Lonergan Associates, the consulting firm for the city of Huntington. As a community planner in Huntington, Ms. Williams prepared the annual performance evaluations for Enterprise Community -funded organizations, and assisted in the implementation of approximately $10 million in initial funding. She worked with neighborhood residents across the city to organize eleven neighborhood -based organizations for the purpose of empowering residents to revitalize and preserve their quality of life. Ms. Williams established The Neighborhood Institute, an umbrella nonprofit organization that provided funding, technical assistance and capacity -building to the newly -created eleven neighborhood -based organizations. From 1997 through 2001, Ms. Williams served as the county planning director in Putnam County, WV. During her tenure, she oversaw the expansion of water service to rural areas in one of the fastest-growing counties in the state. Following a brief period with Benatec Associates as a planner, Ms. Williams returned to Mullin and Lonergan Associates in August 2004 where she currently is a partner in the firm's Pittsburgh office. She is highly active in housing policy analysis, affordable housing needs assessments and fair housing analyses, including Analyses of Impediments to Fair Housing Choice. She serves as principal -in -charge and project manager for all housing needs studies and facilitates workshops with affordable housing practitioners aimed at prioritizing housing projects and strategies. MULLIN L,ONERGAN ASSOCIATES Page 9 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium b. M&L Staff Assigned Experience of our team members and their respective roles in the project are described on the following chart. This team is well -versed in working together to conduct various assignments. Every member of our team brings specialized skills to the assignment. We assign tasks and sub - tasks to team members on the basis of their expertise, interest and experience. Each team member is a full-time employee of M&L. All members of our team have graduate degrees in planning or public administration. Lee Mueller, AICP, received a Bachelor of Arts in Philosophy degree from Miami University and a Master of Urban and Regional Planning degree from the University of Pittsburgh. His planning career includes stints in both the public and private sectors. Lee's public sector experience includes community development, housing, economic development, commercial revitalization and redevelopment planning with Allegheny County (PA) planning, development and redevelopment agencies. His private sector experience includes preparation of comprehensive plans, zoning ordinances, business district and housing revitalization plans, redevelopment plans, economic studies and plans, and Analyses of Impediments to Fair Housing Choice. He also has prepared federal and state funding applications, environmental review records, and other programmatic requirements related to HUD's CDBG and HOME Programs. Lee also served as the program coordinator for a local nonprofit development corporation that focused on rehabilitating houses to be sold to low and moderate income homebuyers and operating a revolving loan fund to assist small businesses. Lee has been a member of the American Institute of Certified Planners since 1999, and he has 11 years of experience with Mullin & Lonergan as a planner and housing and community development specialist. Whitney Finnstrom, AICP has been employed by M&L since 2004. He manages CDBG, HOME and community planning assignments. Mr. Finnstrom is responsible for Consolidated Plans, CAPERS, and subsidy layering analyses for HOME -assisted housing projects. He conducts housing market studies, Analyses of Impediments to Fair Housing Choice, redevelopment plans, community comprehensive plans and neighborhood revitalization plans. Mr. Finnstrom earned his Master's Degree in Urban and Regional Planning from the University of Pittsburgh. He earned his BA in Economics from Indiana University in Bloomington, IN. Prior to joining M&L, Mr. Finnstrom was employed as a project manager at Environmental Planning and Design, a consulting firm in Pittsburgh. Mr. Finnstrom also served as a Peace Corps volunteer in Nepal. Jennifer Easton, AICP has been employed by M&L since 2008. Her skills include research, data analysis, mapping and layout/writing of technical reports. At M&L, she specializes in preparing Five -Year Consolidated Plans, affordable housing needs assessments and Analyses of Impediments to Fair Housing Choice (AI). Ms. Easton earned her Master's Degree in Public Administration from the University of Pittsburgh. She earned an undergraduate degree in journalism from Indiana University of PA. Prior to joining M&L, Ms. Easton was employed as a journalist and as an aide to a PA state elected official. MULLIN LONERGAN ASSOCIATES Page 10 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Patrick Hewitt is a recent graduate of The Ohio State University with a Master's Degree in City and Regional Planning. During his tenure as a graduate student, Mr. Hewitt worked as a planner with the Franklin County (Ohio) Economic Development & Planning Department. He served as the Lead Planner on the Clinton West Neighborhood Plan and was a Planning Team Member for the Blacklick -Madison Area Plan. Mr. Hewitt's strong analytical skills, as well as his expertise in GIS and InDesign, bring valuable skills to this project. He recently completed the AI for the City of Waterbury, CT and the Con Plan for the City of Bowie, MD using the new e -Con Planning Suite. Joseph Wingenfeld is a recent graduate of The Ohio State University with a Master's Degree in City and Regional Planning. As a graduate student, Mr. Wingenfeld interned with The Kirwan Institute at Ohio State University, learning about opportunity mapping as a way to graphically demonstrate disparities in minority and non -minority neighborhoods. Mr. Wingenfeld's strong analytical skills, as well as his expertise in GIS and InDesign, also bring valuable skills to this project. He recently completed the Con Plan for the City of Buffalo, NY using the new e -Con Planning Suite. Our organizational chart is included 011 the following page; resumes for each member of our team are included in Exhibit 4. MULLIN LONERGAN ASSOCIATES Page 11 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Mullin & Lonergan Associates Organizational Chart Michael Kearney President/CEO William P. Wasielewski, AICP Marjorie Williams, AICP Secretary Principal 1 I � Lee Mueller, AICP Housing& Community Development Specialist Karen Parish,AICP Housing& Community Development Specialist Whitney Finnstrom, AICP Housing& Community Development Specialist Jenni Easton, AICP Housing& Community Development Specialist Patrick Hewitt Housing& Community Development Specialist Joseph Wingenfeld Housing& Community Development Specialist Holly Dugan AdministrativeSupport ThomasJ. Lonergan Vice President/CFO Maxine Lebo Director of Housing Compliance Brenda Cross Housing Compliance& Management Christina Meredith HousingCompliance& Management Laura Northrup Di rector of Development Jessica M.Fieldhouse,AICP Housing& Community Development Specialist Linda Koser AdministrativeSupport Lenora Davis Bookkeeper Kate Mehalko AdministrativeSupport MULLIN LONERGAN ASSOCIATES Page 12 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 3. PROPOSED SCOPE OF WORK M&L will prepare the AI and the Con Plan in tandem for the Consortium. For example, stakeholder interviews and focus groups, a task common to both the AI and the CP, will be conducted jointly over 2-3 days in the two cities. Data collection, research and analysis will also be conducted simultaneously for both projects. In the end, however, the Consortium will receive two separate and distinct documents for review, approval and submission. a. Detailed Scope of Work for the Analysis of Impediments to Fair Housing Choice (Al) Based on the RFP, our knowledge of HUD's expectations relative to AIs and our AI experience with other recipients of HUD funding, M&L offers the following AI work plan and methodology for your consideration. Task 1. Project Mobilization This task involves a series of initial organizational steps that will ensure the timely execution of subsequent tasks. We will begin by providing a master stakeholder chart to the Consortium that includes all the categories of stakeholders with whom consultations will be conducted. M&L will draft questionnaires for each category of AI stakeholder and submit these to the City for review. We will also schedule the initial Kick-off Meeting with City staff (see Task 2). M&L will provide the City with a "List of Docs Needed" to prepare the AI. We will work with City staff over the course of the first two weeks of the project to ensure that all information and requested documentation is provided to M&L. We will prepare letters to HUD and the Iowa Civil Rights Commission (ICRC) requesting lists of housing complaints and a status report on the complaints filed with each respective agency since 2009, the date of the Consortium's previous AI (see Task 10). Deliverable: None M&L Responsibilities: Provision of stakeholder chart format and stakeholder questionnaires to Consortium; scheduling of Kick-off Meeting with staff; provision of draft HUD and ICRC letters to entitlements; provision of "List of Docs Needed" to Consortium staff Client Responsibilities: Completion of Stakeholder Chart; distribution of stakeholder questionnaires; provision of meeting space for interviews and focus groups; follow-up contact with stakeholders to confirm attendance at interviews and focus groups; submission of letters to HUD and ICRC requesting lists of housing discrimination complaints; provision of all documents and information requested to M&L MULLIN LONERGAN ASSOCIATES Page 13 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Task 2. Prepare for and Attend Kick-off Meeting with Consortium Staff It is anticipated that key staff will attend this Kick-off Meeting. At this meeting, M&L will become acquainted with staff and their expectations for the project. Through conversation, we will gain insights into local fair housing issues, listen to your aspirations and priorities and identify any special circumstances or sensitive issues surrounding the assignment. Deliverable: None M&L Responsibilities: Attendance at Kick-off Meeting with staff Client Responsibilities: Provide meeting space and invite participants; attendance at meeting Task 3. Public Participation Plan At the core of our AI methodology is an expansive outreach to fair housing stakeholders. We consider this a form of public input into the AI. Stakeholder outreach is a labor-intensive, but highly valuable aspect of our AI methodology. M&L's stakeholder outreach will involve the preparation of AI questionnaires specific to each classification of stakeholder. We will work with Consortium staff to define the timing and method of disseminating and collecting the completed questionnaires. M&L will conduct follow-up telephone interviews with stakeholders, as appropriate. AI stakeholders typically include: • CDBG and HOME program directors • Public housing authorities • FHAP and FHIP recipients serving the jurisdiction ■ Other fair housing counseling, education and enforcement organizations • Advocacy organizations that represent the specific interests of protected classes, including persons with disabilities, immigrants, persons with limited English proficiency (LEP), etc. • Tenants rights organizations and legal services • Planning director / staff • Local Board of Realtors or Realtor's Association ■ Building code officials • Landlord organizations • Regional public transit agency, local public transit providers Following the completion of the stakeholder interviews and focus group meetings, M&L will prepare a List of Observations, summarizing the over -arching themes and challenges identified by the AI stakeholders. M&L will conduct two public meetings for the AI. The first public meeting will occur at the beginning of the project to solicit public comment for the AI process. Summaries MULUN of existing conditions and trends will be presented at the public meeting, and an LQNERGAN ASSOCIATES Page 14 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium overview of how public policy impacts housing choice will be presented. Public comments will be noted and summarized for the Consortium. Similarly, M&L will conduct a public meeting near the end of the AI process. This meeting could occur after the impediments to fair housing choice have been identified. A summary of the impediments would be presented. Public comments will be noted and summarized for the Consortium. We can also conduct an online Community Survey to gauge residents' opinions and suggestions on fair housing, as well as housing and community development needs for the purpose of the Con Plan. The survey would be conducted using surveymonkey.com and tabulated results would be included in both the AI and the Con Plan. Deliverable #1: List of Observations developed from interviews, focus group meetings and first public meeting M&L Responsibilities: Conduct interviews and focus groups; prepare List of Observations for Consortium; collection of completed questionnaires; conduct two public meetings and summarize public comments; draft online Community Survey instrument and launch survey for public participation Client Responsibilities: Identification of stakeholders; send e-mail letter to stakeholders introducing M&L and the AI process; schedule and publicize public meetings; provide meeting space for interviews and focus groups; invite stakeholders; distribute stakeholder questionnaires; review of online Community Survey instrument with comments to M&L Task 4. Research and Analysis of Demographics, Housing and Economic Trends As part of this task, we will search for key housing and demographic indicators that help to paint the picture of fair housing in Waterloo and Cedar Falls. We will use the most recent census data available at the census tract level in preparing this analysis. We will graphically illustrate trends and conditions with maps and tables. M&L will analyze the population by race and ethnicity, noting racially and ethnically concentrated areas of poverty (RCAPs and ECAPs). This analysis will be conducted at the census tract level. Variables such as income, poverty, unemployment, female -headed households, and other protected classes will be analyzed to the extent that current and reliable data is available. We will analyze the local housing stock in terms of condition, level of accessibility, vacancy status, sales prices, and rents. We will analyze and compare the affordability of housing, both rental and sales, for primary minority groups (i.e. Whites, Blacks, Asians and Hispanics). Specifically, we will identify the relative presence, location, and geographic concentration of members of the protected classes. We will identify patterns of housing segregation using the dissimilarity index. Deliverable: None M&L Responsibilities: Research and analysis of data Client Responsibilities: None MULL,IN . LONERGAN ASSOCIATES Page 15 2015-2019 Five -Year Consolidated Pian, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Task 5. Review of Real Estate Practices and Data As part of this task, we will interview representatives of the local Association of Realtors to obtain information about how well its members are trained to recognize and deal with fair housing violations. We will document local fair housing education initiatives within the industry. To the extent that the local Board is willing to make the data available, we will analyze how well members of the protected classes are represented among Realtors, and the degree to which minorities participate in the local MLS. We will also analyze recent housing sales prices to determine if higher housing costs restrict housing choice in certain neighborhoods for members of the protected classes, to the extent that this data is made available from the Realtor's MLS. Deliverable: None M&L Responsibilities: Research and analysis of data Client Responsibilities: None Task 6. Research and Analysis of HIVIDA Data The Home Mortgage Disclosure Act database provides information concerning mortgage lending in the community. We will evaluate loan denial data for members of the protected classes for 2009, 2010 and 2011. We will also research high cost loan data and trends for the region. We will use this data to define whether mortgage loan products are available equally to persons in similar economic circumstances by race and ethnicity. To the extent that reliable foreclosure data is available, we will analyze the impact of the foreclosure crisis on members of the protected classes. Deliverable: None M&L Responsibilities: Research and analysis of data Client Responsibilities: None Task 7. Publish Interim AI Report At this point in the project, M&L will publish an Interim AI Report that includes the research performed in Tasks 1 through 6. Deliverable #2: Interim Report (tasks 1-6) M&L Responsibilities: Provision of Interim Report to City Client Responsibilities: Review of Interim Report; provision of feedback to M&L Task 8. Evaluation of Public Policies CDBG and HOME — We will review each city's application processes and uN.. project selection criteria to determine how AFFH factors are considered in LONERGAN ASSOCIATES Page 16 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium funding decisions. We will inquire about their efforts to inform and educate sub -recipients about AFFH responsibilities. We will analyze their fair housing monitoring efforts as well as procedures for sanctioning sub -recipients that fail to AFFH. We will review any restrictions placed on entitlement programs by HUD and each city's progress in achieving in compliance. We will inquire about each city's internal methods of imposing AFFH responsibilities on CDBG and HOME sub -recipients. We will also define who does what in terms of fair housing and how effectively the AI partners and their fair housing stakeholders collaborate to achieve common goals. Zoning — We will work with city planners to learn more about local zoning and land use administrative processes that affect fair housing choice. We will inquire about each city's efforts to identify the existence of discriminatory zoning requirements or provisions, such as group home restrictions, minimum lot sizes, and other development standards that impact the cost and location of housing. Public housing and Section 8 policies — We will research and analyze occupancy and waiting list characteristics for both public housing and the Section 8 Housing Choice Voucher Program to determine the relative presence of members of the protected classes. We will document the local PHA's efforts aimed at HCV mobility. We will enumerate the assisted housing units that are accessible to persons with disabilities. We will analyze the geographic distribution of affordable housing facilities and programs, including public housing, Housing Choice Vouchers and other assisted or subsidized housing. We will also analyze any activities involving the demolition of public housing and the impact of such activities on members of the protected classes. Building codes — We will research how required accessibility features within multi -family new construction projects are enforced through state and local codes. Public transit — Through discussions with the local transit agency, we will determine the extent to which public transit service is provided to public and other assisted housing communities. As part of this task, we will compare the location of employment centers to areas of concentrations of minorities and assisted housing. We will draw conclusions about the location and access to jobs and affordable housing in terms of the protected classes. Immigrants and persons with limited English proficiency — We will review administrative actions that influence housing and housing related services for immigrants and persons with limited English language proficiency. If applicable, we will review each city's Language Access Plan (LAP). Composition of appointed boards and commissions — We will look for representation of members of the protected classes on select appointed boards and commissions with housing and housing -related functions within each entitlement. Such boards typically include the planning commission, the housing authority board, the community development advisory commission, etc. Newspaper advertising — We will review the real estate sections of local newspapers for compliance with the Fair Housing Act. We will also review other local marketing guides for sales and rental units, if available. Deliverable: None MULLIN LONERGAN ASSOCIATES Page 17 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium M&L Responsibilities: Research and analysis of data and policies Client Responsibilities: None Task 9. Evaluation of Local Fair Housing Profile Assessment of Local Fair Housing Organizations — We will define the function of the agencies involved in the day-to-day process of responding to fair housing questions and complaints for city residents. First, we will explore how members of the protected classes become aware of the existence and function of the region's fair housing organizations. This will involve an assessment of outreach and communication efforts. If applicable, we will review the results of any testing that has taken place in either city. Then we will assess organizational strengths and weaknesses and the extent to which the agencies operate as part of a broader framework of organizations that work collectively to provide information, expand knowledge, promote public awareness and generally expand opportunities for fair housing choice in waterloo and Cedar Falls. We will review the local human relations ordinance, describe the practices and authority of the commission, and whether the local ordinance is substantially equivalent to the Fair Housing Act. Research of Fair Housing Complaints and Lawsuits — At the outset of the project, we will draft suggested letters to HUD and ICRC requesting status reports of housing discrimination complaints filed by residents within each city. The letters will request summaries of complaints received since the 2009 AI. If there are any local fair housing enforcement agencies that investigate complaints, we will prepare a status report request to any such organizations. We will also research the status of any legal action relative to fair housing in each city. Review of Fair Housing Accomplishments - We will review the Fair Housing Action Plan from the Consortium's 2009 AI and identify measures taken to implement the plan. In carrying out this task, we will review the fair housing section of each city's three most recently completed CAPERs. Deliverable: None M&L Responsibilities: Provision of draft letters to HUD and ICRC to client; research and analysis Client Responsibilities: Mail requests for housing discrimination complaint data to HUD, ICRC Task 10. Summary of Impediments to Fair Housing Choice Based on the results of our statistical analysis, the stakeholder questionnaires, interviews, focus group meetings, and public meetings, we will prepare a description of issues that constitute impediments to fair housing choice. We will categorize the impediments into two categories: public sector impediments where a city exerts control over discriminatory practices, and private sector impediments that are beyond the control of a city. MULLIN LONERGAN ASSOCIATES Page 18 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Deliverable: None M&L Responsibilities: Summarizing impediments to fair housing choice Client Responsibilities: None Task 11. Prepare Fair Housing Action Plans A total of three Fair Housing Action Plans will be prepared: one for each city and one for the Consortium. The Plan will recommend a series of actions aimed at overcoming barriers to fair housing choice and expanding fair housing choice for members of the protected classes throughout the region. The plan will correspond directly with impediments identified throughout the AI document and will emphasize executable goals and strategic actions that are within the capacity of each city to implement. In cases where identified impediments are beyond the purview and control of a city, we will note them as such. We will include recommendations for incorporating AFFH policies into CDBG, HOME and other HUD -funded activities. Deliverable: None M&L Responsibilities: Drafting of Fair Housing Action Plan Client Responsibilities: None Task 12. Publish Draft Al At this point in the project, M&L will publish a Draft AI Report that includes the research performed in Tasks 1 through 11. Deliverable #3: Draft AI Report (tasks 1-11) M&L Responsibilities: Provision of Draft AI to Consortium Client Responsibilities: Review of Draft AI; provision of feedback to M&L Task 13. Revisions to Draft Al based on Client Feedback In this step, we will incorporate comments and revisions provided by staff. We will create a polished document appropriate for public review and comment. Deliverable #4: Revised Draft AI document M&L Responsibilities: Discussion of comments and requested revisions with clients; incorporation of revisions; preparation of Revised Draft AI document for public review and comment Client Responsibilities: None MULLIN LONERGAN ASSOCIATES Page 19 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Task 14. Publish Final AI Document At the direction of the client, M&L will incorporate any final revisions into the AI document. We will publish and distribute to the Consortium final copies of the report on CD in MS Word and Adobe Acrobat formats. Deliverable #5: Final AI document M&L Responsibilities: Provision of Final Al document to client Client Responsibilities: Acceptance of Final AI document b. Detailed Scope of Work for the Five -Year Consolidated Plan (CP) M&L will assist the Consortium in preparing the Five -Year CP for submission to the U.S. Department of Housing and Urban Development. The CP will be prepared in a manner that incorporates HUD's new e -Con Planning Suite in IDIS Online format. In preparing this document, we will be guided by the Part 91 regulatory requirements, our general background and experience in preparing consolidated plans, and the Consortium's CP planning procedures that have worked well in the past. To that end, we offer this work plan as a suggested approach to the assignment. We are prepared to adjust the work plan based on input from the Consortium. Our initial visit to Waterloo and Cedar Falls will be 2-3 days in duration. Depending on the number of meetings scheduled during the initial visit, our team will consist of two or three representatives from M&L, including at least one principal of the firm. During this period, we become immersed in the cities' housing and community development issues. The Consortium staff will have the option of participating in any or all of these interviews. These interviews will be conducted simultaneously with the AI interview process. We will meet with staff at the outset of the initial visit to review the schedule and discuss expectations. We will conduct all or most of the interviews and focus group meetings during this initial visit. We will also participate in the Public Needs Hearing during this visit. At the end of our initial visit, we will meet with the staff to summarize our observations and to resolve any questions relative to next steps. Following the initial on-site meeting, we will summarize the interviews and focus group meetings in writing so that the Consortium has a record of these consultations. We will conduct our research and draft individual sections of the CP. As we complete our research and writing responsibilities, we will share draft documents with the staff via e-mail. Our second visit to the City will occur near the end of the CP and AI processes. Again, this will be a multi-purpose visit to meet with staff on the draft CP, attend the final public hearing and participate in a presentation of the CP and the AI to City Council. In the proposed work plan that follows, we have included additional discussion on the nature of our visits to the community and to the events leading up to our site visits. MUN LONERGAN ASSOCIATES Page 20 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Task 1. Project Mobilization This task involves a series of initial organizational steps that will ensure the timely execution of subsequent tasks. We will begin by providing an interview chart to staff that includes all of the parties with whom consultations will be conducted. We will seek the Consortium's input in completing this list of stakeholders. We will consult with city representatives in determining the need for face-to-face interviews versus focus group workshops. Generally, we would prefer to interview stakeholders with common functions (e.g., affordable housing providers, human service organizations, etc.) as a focus group rather than as a one-on-one interview. Once the list is complete, we will ask for the Consortium's assistance in scheduling the actual interviews and focus group meetings with both CP and AI stakeholders. We will provide a single CP / AI master interview schedule format for this purpose with space for times, dates, locations, participants, etc. Your assistance in scheduling interviews helps us to overcome communication challenges, connect with stakeholders quickly and maximize the efficiency of our interview team. To the maximum extent feasible, we would prefer to conduct the interviews at a central location. Prior to each interview or focus group meeting, we will distribute a questionnaire or list of discussion issues so that attendees can organize their thoughts prior to the meeting. We will draft a cover letter that introduces M&L to the CP and AI stakeholders and that confirms the date, time and location of the interview. We will also schedule the initial meeting with Consortium representatives (see Task 2) and make travel arrangements for our visit. Deliverable: Stakeholder Chart for client to complete M&L Responsibilities: Provision of stakeholder chart format and stakeholder questionnaires to the Consortium; scheduling of initial meeting with the Consortium Client Responsibilities: Completion of stakeholder chart; distribution of stakeholder questionnaires; provision of meeting space for initial meeting with M&L and all interviews and focus groups; follow-up contact with stakeholders to confirm attendance at interviews and focus groups Task 2. Initial Meeting with Client Prior to our meeting, we will provide the Consortium with a list of documents and information that will be required to prepare the CP. We will review each city's Citizen Participation Plan for compliance with HUD requirements. We will provide the City with public hearing notices so that the initial Public Needs Hearings can be conducted during our initial visit. To the maximum extent feasible, we will review previous plans, studies, policies and strategies prepared by and/or for the community. This will enable us to establish a sound context for the development of the CP. At the meeting, we will become acquainted with the Consortium's community development staff and discuss the prior CP planning process in an effort to build upon past successes, overcome any locally perceived shortcomings and improve upon the process and the end product. We will also discuss the process through which the Consortium's housing and community development priorities will be defined. After the meeting, we will conduct (stakeholder interviews, focus group meetings and attend the initial Public Needs Hearings. MULLIN ltG.c'SLV ASSOCIATES Page 21 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Deliverable: None M&L Responsibilities: Attendance at initial meeting with the Consortium; provision of "List of Documents Needed" and sample public hearing notice for publication to the cities Client Responsibilities: Collection of documents required to complete CP; forwarding documents to M&L; publication of public hearing notice Task 3. Stakeholder Outreach (Deliverable #1) At the outset of the consolidated planning process, M&L will work with the Consortium to refine the list of stakeholders whose input would be sought during the preparation of the plan. Social service and housing stakeholders may include: • Public housing authorities • Non-profit housing development organizations • CHDOs • Homeless organizations (shelter operators, transitional housing, permanent housing providers, domestic violence shelters, etc.) • Human and social service organizations • Local and regional health service agencies and child service agencies (lead paint issues) • City planning and zoning boards • Developer focus group We would also meet with city planners, engineers, code inspectors, public works officials, and recreation planners to generate input into the communities' non -housing community development needs. [f there are any neighborhood organizations whose input would be beneficial to the outcome of the CP, we would distribute questionnaires and/or meet with these groups during our initial visit. If the Consortium wishes to form an advisory committee to oversee the development of the CP, we would meet with this group during our initial on-site visit as well. Once the general approach to the outreach and consultation process is established, M&L will prepare a suggested master interview and focus group meeting schedule. We would request the assistance of Consortium officials in contacting stakeholders and providing meeting space for the interviews. M&L will prepare various categories of stakeholder survey instruments for review by the Consortium. Once the stakeholder survey instruments are finalized, they will be distributed to each stakeholder organisation and/or used as a format for conducting interviews and group meetings. MTULLIN` LONERGAN ASSOCIATES Page 22 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Deliverable #1: List of Observations from interviews and focus group meetings M&L Responsibilities: Conduct interviews and focus groups; prepare List of Observations for client; attend public needs hearing Client Responsibilities: Provision of meeting space for interviews and focus groups; follow-up contact with stakeholders to confirm attendance at interviews and focus groups; collection of completed questionnaires for M&L; conduct public needs hearing Task 4. Housing and Homeless Needs Assessment The CP will describe the Consortium's estimated housing needs and needs for supportive services projected for the next five years. Housing data will include the most recently available ACS data and any properly conducted local study, or other reliable source of data available. Housing data will also reflect consultations conducted with housing provider agencies, nonprofit organizations and social service agencies (including those focusing on services to children, elderly persons, persons with disabilities, persons with HIV/AIDS and homeless persons) that provide assisted housing, health services and social services. a. Categories of Persons Affected - The CP will describe the Consortium's need for assistance for extremely low income, very low income, low income and moderate income families, for renters and owners, elderly persons, large families and persons with disabilities. M&L will utilize ACS and Census 2010, or locally completed housing studies, if available. The description of housing needs will also include a discussion of the degree of cost burden and severe cost burden, overcrowding (especially for large families), and substandard housing conditions being experienced by extremely low income, very low income, low income and moderate income renters and owners compared to the community as a whole. For any of the categories of households enumerated above, to the extent that any racial or ethnic group is identified to have a disproportionately greater need in comparison to the needs of that category of household as a whole, an assessment of that specific housing need will be included. (Disproportionately greater need exists when the percentage of persons in a category of housing need who are members of a particular racial or ethnic group is at least 10 percentage points higher than the percentage of persons in the category as a whole.) In particular, we will describe the needs of public housing residents and families on public housing and Section 8 housing choice voucher program waiting lists. The CP will also identify the size and characteristics of the population with HIV/AIDS and their families residing within the metropolitan statistical area. b. Homeless Needs - The CP will describe the nature and extent of homelessness within the City. M&L will utilize stakeholder interviews with homeless provider agencies and operators of shelters and transitional housing facilities. The CP will include an estimate of the special needs of various categories of families and individuals who are chronically homeless or are threatened with homelessness (such as persons with mental illness or with substance abuse problems). The City's CP will MULLIN LoNERGAN ASSOCIATES Page 23 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium also contain a narrative description of the nature and extent of homelessness by racial and ethnic group, to the extent that this information is available. c. Lead -Based Paint Hazards - The CP will estimate the number of housing units within each city that contain lead-based paint hazards and are occupied by low income or very low income families. To the maximum extent feasible, we will utilize information from existing studies such as local housing strategies. Deliverable: None M&L Responsibilities: Research and analysis of data Client Responsibilities: None Task 5. Housing Market Analysis a. General Characteristics - The CP will describe the significant characteristics of the Consortium's housing market, including such aspects as the supply, demand, condition and cost of housing, the housing available to serve persons with disabilities, and the housing available to serve persons with HIV/AIDS and their families. In completing this analysis, we will utilize ACS data and Census 2010 data. The CP will identify and describe any areas within the Consortium with concentrations of racial/ethnic minorities and/or low-income families. The terms "area of low income concentration" and "area of minority concentration" will be defined. These terms will be consistent with and included in the AI to determine impacted areas in Waterloo and Cedar Falls. b. Public and Assisted Housing — The consulting team will consult directly with the local public housing authorities in preparing the Public and Assisted Housing element of the CP. The Consortium's CP will describe the number of public housing units, the physical condition of these units, the restoration and revitalization needs, results from the Section 504 needs assessments and the authorities' strategy for improving the management and operation of public housing within the Consortium. The CP will include the authorities' strategy for improving the living environment of low and very low-income families residing in public housing. The CP will also identify the public housing residential communities that will be improved with Capital Fund resources from HUD. Activities covered by the CP that are being coordinated or jointly funded with the Capital Fund Program will be identified by project and referenced to the approved Capital Fund Program. The CP will include a description of the number and targeting (income level and type of household served) of units currently assisted by local, state or federally funded programs, and an assessment of whether any such units are expected to be lost from the assisted housing inventory for any reason. MULLIN L©NERGAN ASSOCIATES Page 24 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium c. Homeless Facilities - The CP will include a brief inventory of facilities and services that meet the emergency shelter, transitional housing, permanent supportive housing and permanent housing needs of homeless persons within the City. We will consult directly with public agencies and nonprofit organizations that address homeless needs in the Consortium such as the Continuum of Care (CoC) organization. d. Barriers to Affordable Housing - The CP will explain whether the cost of housing or the incentives to develop, maintain, or improve affordable housing in the Consortium are affected by public policies, including tax policies affecting land and other property, land use controls, zoning ordinances, building codes, fees and charges, growth limits, and the policies that affect the return on residential investment. In preparing this explanation, we will review the cities' zoning ordinances and consult with city officials and affordable housing developers. e. Institutional Structure - The CP will explain the institutional structure including private industry, nonprofit organizations and public institutions through which the Consortium will carry out its housing and community development plan, assessing the strengths and gaps in the delivery system. f. Governmental Cooperation - With respect to the public entities involved, the CP will describe the means of cooperation. Deliverable: None M&L Responsibilities: Research and analysis of data Client Responsibilities: None Task 6. Housing and Community Development Five -Year Strategy M&L will prepare the Housing and Community Development Five -Year Strategy in accordance with 24 CFR Part 91.215. This section will include priorities, objectives, actions, and benchmarks for affordable housing, homeless and other special needs populations. It will also include sections related to barriers to affordable housing, lead-based paint hazards, and reducing poverty. M&L will prepare a non -housing community development plan that is consistent with the regulations at 24 CFR Part 91.215(e). The plan will describe needs, establish priorities, and set forth a coordinated strategy including goals and objectives for the Consortium. This will include a comprehensive inventory of existing assets and collection and analysis of data relating to: • Poverty reduction • Public infrastructure • Viable neighborhood business districts MULLIN LONERGAN ASSOCIATES Page 25 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium • Stabilizing families and youth • Economic development opportunities • Recreation and leisure facilities This section of the Consolidated Plan will specifically include the following requirements at 91.215. a. General — Based on input received from the public, City officials, and stakeholders, and based on the statistical analysis, M&L will define priority needs within the communities. We will meet with Consortium officials to review the needs statement. For each of the priority needs identified in the priority need table prescribed by HUD, the CP will include: ❑ The reasons for the cities' choice of priority needs, describing the choice in terms of housing need (income, tenure, housing problems) and identifying obstacles for addressing the underserved needs; ❑ The specific objectives with each objective identifying the key goals in quantitative terms along with numeric and other measurable indicators of progress and a target date for completion; and ❑ A description of the cities' resource allocation geographically within its jurisdiction and among different activities. c. Resources — M&L will describe the full range of state and federal resources that are available to assist the Consortium in meeting its housing and community development needs. Our firm will make recommendations to Consortium officials relative to other state and federal resources that can be utilized to implement the Consortium's CP. ❑ Federal Resources The CP will describe the expected federal resources to be available to the Consortium to address the needs identified within the CP. ❑ Other Resources The CP will indicate the resources from private and non-federal public sources that are reasonably expected to be available to the Consortium to address the needs identified in the CP. The CP will include an explanation of how federal resources will leverage additional resources, including a description of how matching requirements of HUD programs will be satisfied. d. Affordable Housing - The CP will include the number of families to whom the Consortium will provide affordable housing. M&L will base this projection on the amount of CDBG funds expected to be budgeted by the Consortium for affordable housing activities. The CP will also include the priority housing needs table prescribed by HUD. In addition, the Consortium's strategy will cover any other types of affordable housing that would meet the needs identified in the priority needs table. The CP will describe the basis for assigning the relative priority given to a particular group's needs MSN LONERC N ASSOCIATES Page 26 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium and indicate how the characteristics of the housing market will influence the use of funds made available for rental assistance, production of new units, rehabilitation of old units, or acquisition of existing units. e. Homelessness - The CP will include the priority homeless needs table prescribed by HUD and a description of the Consortium's strategy for identifying resources to be used for the following: ❑ Helping low income families avoid homelessness; ❑ Reaching out to homeless persons and assessing their individual needs; ❑ Addressing the emergency shelter and transitional housing needs of homeless persons; and ❑ Helping homeless persons make the transition to permanent housing and independent living. f Non -Housing Community Development Needs - Relative to each city's CDBG Program, the CP will describe the priority non -housing community development needs eligible for assistance under HUD's community development programs by CDBG eligibility category. This needs statement will reflect the needs of persons or households, as appropriate, in terms of dollar amounts estimated to meet the priority need for the type of activity, in accordance with the table prescribed by HUD. In arriving at the needs statement for non -housing activities, M&L will consult with Consortium officials to determine the need and relative priority of infrastructure projects, economic development projects, poverty reduction, viable neighborhood business districts, stabilizing family and youth, and recreational facilities. The community development plan component of the CP will state the Consortium's long-term and short-term community development objectives. The CP will describe how the public housing authorities' Capital Fund Program will be undertaken jointly with CP activities. Barriers to Affordable Housing - The CP will describe the Consortium's strategy to remove or ameliorate negative effects of public policies that serve as barriers to affordable housing. M&L will review and make reference to the ongoing Analysis of Impediments to Fair Housing. h. Public Housing Resident Initiatives - The CP will describe the Consortium's activities to encourage public housing residents to become more involved in management and participate in homeownership. In preparing this section of the CP, M&L will consult with the director and staff of the local housing authorities. i. Lead -Based Paint Hazards - The CP will outline the actions proposed or being taken to evaluate and reduce lead-based paint hazards, and a description of how lead-based pain hazard reduction will be integrated into housing policies and programs. j. Anti -Poverty Strategy - The CP will describe the Consortium's goals, programs and policies for reducing the number of poverty level households and how the goals, programs and policies for producing and preserving affordable housing will be coordinated with other programs and services for which the Consortium is responsible and the extent to which they will reduce or assist in reducing the number g. MULUN LONERGAN ASSOCIATES Page 27 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium of households with incomes below the poverty line. Typical elements of the anti -poverty strategy involve the establishment of linkages between the poverty stricken population and sources of education, child care and employment. k. Institutional Structure - The CP will describe the Consortium's strategy to overcome the gaps in the institutional structure for carrying out its strategy for addressing its priority needs. We will use our experience in dealing with this issue in other client communities to prepare this section of the CP. 1. Coordination - The CP will describe the Consortium's activities to enhance coordination between the housing authorities, assisted housing providers and private and governmental health, mental health, and service agencies. The CP will describe the means of cooperation and coordination among the State and any units of general local government in the implementation of its strategy, including activities to encourage public housing residents to become more involved in management and participate in homeownership. We will begin by defining the various public agencies, nonprofit organizations and private developers that play a role in the creation of affordable housing. We will then identify opportunities for enhanced communication and coordination between the various participants. m. Performance Measures - M&L will assist the Consortium in developing a local system to measure the performance of its CDBG Program. Performance standards will measure the efficiency of each city in undertaking its CDBG activities (i.e., productivity). Performance standards will also measure the extent to which CDBG activities yield the desired outcomes in the community and in the lives of people assisted by the CDBG Program. The performance measurement system will demonstrate the relationship between goals, inputs, activities, outputs, and outcomes. The cities will use this system to determine whether its CDBG Program is successful. n. National Goals - The CP will describe how the cities' CDBG Program addresses certain national priorities. o. Certifications - The CP will contain the certifications required by HUD. P. Monitoring - The CP will describe the standards and procedures which each city will use to monitor activities to be carried out in furtherance of the CP. The Consortium may elect to make use of subrecipient organizations to carry out certain portions or all of each community's CDBG Program. M&L will recommend applicable subrecipient monitoring techniques and standards. These standards and procedures will ensure long-term compliance with requirements of the programs involved. Deliverable: None M&L Responsibilities: Research and analysis of data Client Responsibilities: None T UULLIN LONEIAN ASSOCIATES Page 28 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Task 7. Initial Draft of Five -Year CP Based on our statistical research, the results of our interviews and stakeholder focus group meetings and the requirements of 24 CFR Part 91, we will prepare an initial draft of the Consortium's Five -Year Consolidated Plan. City officials will be asked to review the document and provide M&L with comments. Deliverable #2: Initial Draft of Five -Year CP (tasks 1-6) M&L Responsibilities: Provision of Initial Draft of Five -Year CP to client Client Responsibilities: Review of Initial Draft of Five -Year CP; provision of feedback to M&L Task 8. Revisions to Draft CP Based on feedback from the Consortium's community development staff, M&L will make revisions to the draft CP and prepare the document for public display. We normally exchange information via day-to-day email and telephone conversations. However, we would be available to participate in teleconferences at any time during the course of the project. We will provide content in MS Word format such that it can be added to each city's website. Deliverable #3: Revised CP for public review and display M&L Responsibilities: Incorporate revisions into the Draft CP at the direction of staff Client Responsibilities: Provide prompt feedback to M&L on Draft CP Task 9. Public Display and Public Hearing During the 30 -day public display period or immediately thereafter, we will return to Waterloo and Cedar Falls to participate in the final public hearings and/or presentation of the CP to City Councils. We will prepare a public notice and a PowerPoint presentation for your review prior to the hearings. We would also assist Consortium officials in distributing copies of the draft Five -Year CP to contiguous local units of government. Deliverable: None M&L Responsibilities: Attend fmal public hearings; attend City Council meetings Client Responsibilities: Conduct final public hearings; seek City Councils' support and approval of CP Task 10. Final Revisions, Adoption by Councils and Submission to HUD Based on input from the public, final revisions to the CP would be made at this time. M&L will provide the Consortium with an electronic version of the final CP in MS Word format. ULL�IN ONERGAN ASSOCIATES Page 29 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Deliverable #4: Final CP document appropriate for Council approval and HUD submission M&L Responsibilities: Provision of final CP document, appropriate for Council approval and HUD submission, to the Consortium Client Responsibilities: Navigate final CP document through City Councils for approval; submit final CP to HUD Task 11. Technical Support during HUD's Review Process M&L will remain available to the Consortium throughout the HUD review period. We will assist in responding to any HUD questions that may arise. Deliverable: None M&L Responsibilities: Revise the Consortium's CP per HUD's comments Client Responsibilities: Provide M&L with HUD comments of Final CP document c. Detailed Scope of Work for the Annual Action Plans M&L will prepare the Consortium's Annual Plan for FY 2014 as part of the Five -Year Consolidated Plan process. Task 1. Prepare Draft Annual Plan 1. SF 424 2. Action Plan Executive Summary - The AP Executive Summary will include objectives and anticipated outcomes of activities, as well as an evaluation of past performance. 3. Description of Activities- The AP will include entries for each activity to be carried out with annual funds and appropriate outcome measures. 4. Narrative Responses to General Questions a. The AP will describe the geographic areas of the jurisdiction (including areas of low- income families and/or racial/minority concentration) in which assistance will be directed during the next year. The plan will include an estimate of the percentage of funds the jurisdiction plans to dedicate to target areas. b. The plan will describe the basis for allocating investments geographically within the jurisdiction during the next year and the rationale for assigning the priorities. c. The plan will describe actions that will take place during the next year to address obstacles to meeting underserved needs. MULLIN LONERGAN ASSOCIATES Page 30 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium d. The plan will identify the federal, state, and local resources expected to be made available to address the needs identified in the plan. Resources will include Section 8 funds made available to the jurisdiction, Low Income Housing Tax Credits, and competitive McKinney-Vento Homeless Assistance Act funds. 5. Program Management Issues a. The plan will identify the lead agency, entity, and agencies responsible for administering programs covered by the Con Plan. b. The plan will identify the significant aspects of the process by which the plan was developed, and the agencies, groups, organizations, and others who participated in the process. c. The plan will describe actions that will take place during the next year to enhance coordination between public and private housing, health, and social service agencies. 6. Citizen Participation/Public Outreach a. The plan will provide a summary of the citizen participation process. b. The plan will provide a summary of citizen comments or views on the plan. c. The plan will provide a summary of efforts made to broaden public participation in the development of the CP, including outreach to minorities and non-English speaking persons, as well as persons with disabilities. d. The plan will provide a written explanation of comments not accepted and the reasons why these comments were not accepted. 7. Institutional Structure a. The plan will describe actions that will take place during the next year to develop institutional structure. 8. Monitoring a. The plan will describe actions that will take place during the next year to monitor its housing and community development projects and ensure long-term compliance with program requirements and comprehensive planning requirements. 9. Lead-based Paint a. The plan will describe the actions that will take place during the next year to evaluate and reduce the number of housing units containing lead-based paint hazards in order to increase the inventory of lead -safe housing available to extremely low-income, low-income, and moderate -income families, and how the plan for the reduction of lead-based hazards is related to the extent of lead poisoning and hazards. 10. Specific Housing Objectives a. The plan will describe the priorities and specific objectives the jurisdiction hopes to achieve during the next year. MUN LONERGAN ASSOCIATES Page 31 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium b. The plan will describe how federal, state, and local public and private sector resources that are reasonably expected to be available will be used to address identified needs for the period covered by this Action Plan. 11. Needs of Public Housing a. The plan will describe the manner in which the plan of the jurisdiction will help address the needs of public housing and activities it will undertake during the next year to encourage public housing residents to become more involved in management and participate in homeownership. b. If the public housing authority is designated as "troubled" by HUD or otherwise is performing poorly, the plan will describe the manner in which it will provide financial or other assistance in improving its operations to remove such designation during the next year. 12. Barriers to Affordable Housing a. The plan will describe the actions that will take place during the next year to remove barriers to affordable housing. Reference will be made to the Analysis of Impediments to Fair Housing Choice. 13. Homeless Prevention a. Sources of Funds — The Plan will identify the private and public resources that the jurisdiction expects to receive during the next year to address homeless needs and to prevent homelessness. The plan will describe the jurisdiction's plan for the investment and use of funds directed toward homelessness. b. Homelessness — The plan will describe how the action plan will address the specific objectives of the Strategic Plan and, ultimately, the priority needs identified. The plan will also identify potential obstacles to completing these action steps. c. Chronic homelessness — The plan will describe the specific planned action steps it will take over the next year aimed at eliminating chronic homelessness. The plan will identify barriers to achieving this goal. d. Homelessness prevention — The plan will describe planned action steps over the next year to address the individual and families with children at imminent risk of becoming homeless. e. Discharge Coordination Policy — The plan will describe planned activities to implement a cohesive, community -wide Discharge Coordination Policy, and how, in the coming year, the community will move toward such a policy. 14. Community Development a. The plan will identify the jurisdiction's priority non -housing community development needs eligible for assistance by CDBG eligibility category. b. The plan will identify specific long-term and short-term community development objectives (including economic development activities that create jobs), developed in accordance with the statutory goals described in Section 24 CFR 91.1 ULLIN OEGAN ASSOCIATES Page 32 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium and the primary objective of the CDBG program to provide decent housing and a suitable living environment and expand economic opportunities, principally for low - and moderate -income persons. Each specific objective developed to address a priority need will be identified by number and contain proposed accomplishments, the time period (i.e., one, two, three, or more years), and annual program year numeric goals the jurisdiction hopes to achieve in quantitative terms, or in other measurable terms. 15. Anti -Poverty Strategy The plan will describe the actions that will take place during the next year to reduce the number of poverty level families. 16. Non -Homeless Special Needs The plan will describe the priorities and specific objectives the jurisdiction hopes to achieve for the period covered by the Action Plan. The plan will describe how federal, state, and local public and private sector resources that are reasonably expected to be available will be used to address identified needs for the period covered by this Action Plan. Deliverable #1: Draft Annual Plans M&L Responsibilities: Provide Draft APs to cities for review Client Responsibilities: Provide M&L with comments on Draft APs Task 2. Revisions to Draft AP Based on feedback from the Consortium's community development staff, M&L will make revisions to the draft APs and prepare the documents for public display. We will provide content in a format that can be uploaded to the cities' websites. Deliverable #2: Revised APs for public review and display M&L Responsibilities: Incorporate revisions into the Draft APs at the direction of each city Client Responsibilities: Provide prompt feedback to M&L on Draft AP Task 3. Public Display and Hearing M&L will provide a polished copy of the revised Annual Plan documents for public display and comment. Deliverable #3: Draft AP appropriate for public display and comment periods M&L Responsibilities: Provide revised Annual Plans; attend fmal public hearings Client Responsibilities: Conduct final public hearings MULLIN LONERGAN ASSOCIATES Page 33 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Task 4. Final Revisions, Adoption by Councils and Submission to HUD Based on input from the public, fmal revisions to the APs would be made at this time. M&L will provide the cities with a hard copy and an electronic version of the final APs. Deliverable #4: Final AP document appropriate for Council approvals and HUD submission M&L Responsibilities: Provision of final AP document, appropriate for Council approvals and HUD submission, to the City Client Responsibilities: Navigate fmal AP document through Councils; submit final Aps to HUD Task 5. Technical Support during HUD Review Process M&L will remain available to the Consortium throughout the 45 -day HUD review period. We will assist in responding to any HUD questions that may arise. Deliverable: None M&L Responsibilities: Revise APs per HUD comments Client Responsibilities: Provide M&L with HUD comments of Final AP documents MULLIN LONERC.AN ASSOCIATES Page 34 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 4. PROPOSED PROJECT SCHEDULE The proposed schedule reflects a 13 -month process from an estimated contract start date of June 1, 2013 through June 30, 2014. Assuming a contracting date of early June 2013, we would suggest the schedule included on the following page for completion of tasks and submission of deliverables. Should the contract start date be modified, the following schedule will also be modified accordingly. _.nle?Yea_C_otsolidat cYPian, 1 Project Mobilization 2 Meeting with client 3 Public Participation Plan 4 Housing and Homeless Needs Assessment 5 Housing Market Analysis 6 Five -Year Strategy 7 Initial Draft 8 Revisions to Con Plan 9 Public Display and Public Hearing 10 Final Revisions, Adoption, Submission to HUD 11 Technical support during HUD review Annual Plarf FY015 1 Draft AP 2 Revisions to Draft AP 3 Public Display and Public Hearing 4 Final Revisions, Adoption, Submission to HUD 5 Techni cal support during HUD review S , Arlalysrsafinmpeiiilmgat4.tq FajHop#ing [hoiee 1 Project Mobilization 2 Meeting with client 3 Public participation plan 4 Demographic analysis, mapping 5 Real estate analysis 6 HMDA analysis 7 Publish Interim Report 8 Public policies analysis 9 Evaluation of fair housing proflle 10 Summary of impediments 11 FHAP 12 Draft Al 13 Revisions to Al document 14 Publish final Al El" Task Progress • = Project Meeting/ Public Hearing 0 =Deliverable mEira 0 RIO .MULLII LONERGAN ASSOCIATES Ea CH Ea 0 Page 35 0 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 5. CLIENT REFERENCES At M&L, we take a great deal of pride in our ability to assess the fair housing climate of our client communities. We take the time to speak with advocacy organizations and other stakeholders that provide insight into fair housing processes and procedures. We urge you to contact our AI references listed below to gain an objective evaluation of the effectiveness of our approach, the quality of our work products, and the timeliness of our services. City of Harrisonburg, VA (pop. 48,914) Project(s): Analysis of Impediments to Fair Housing Choice Five -Year Consolidated Plan Contact: Mr. Ande Banks, Director of Special Projects & Grant Mgmt City of Harrisonburg 345 South Main Street Harrisonburg, VA 22801 540-432-8923 ande.banks(a,harrisonburgva.gov Duration: October 2011 through April 2012 City of New Project(s): Contact: Duration: City of Erie, Project(s): Contact: MULLIN LONERGAN ASSOCIATES Rochelle, NY (pop. 77,062) Analysis of Impediments to Fair Housing Choice Five -Year Consolidated Plan Ms. Joan McCallion, Deputy Commissioner Dept. of Development 515 North Ave. New Rochelle, NY 10801 914-654-2190 jmccalli@ci.new-rochelle.ny.us December 2011 through August 2012 PA (pop. 103,717) Analysis of Impediments to Fair Housing Choice Five -Year Consolidated Plan Mr. Dave Deter, Assistant Director Bureau of Planning & Development Department of Economic & Community Development 626 State Street, Suite 404 City of Erie, PA 814-870-1277 DDeter@erie.pa.us Page 36 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 6. PROPOSED COST ESTIMATE M&L proposes to prepare the AI, the Five -Year Con Plan and the Annual Plans for the Waterloo -Cedar Fall Consortium for a total not -to -exceed fee of $46,300. The details of this total cost, including estimated number of work hours by staff, are included on the following two pages. M&L proposes to submit monthly invoices to the Consortium for actual work performed and milestones achieved. Each invoice will certify to the percentage completion of each task and milestone completed as described in Section 3, Proposed Scope of Work. MLLLIIN' LONERGAN ASSOCIATES Page 37 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Activities to be completed under a Lump Sum Contract uekiri ctr i L'ed Project Mobilization Meeting with client Public Participation Plan Housing and Homeless Needs Assessment Housing Market Analysis 6 Five -Year Strategy 7 Initial Draft 8 Revisions to Con Plan 9 Public Display and Public Hearing 10 Final Revisions, Adoption, Submission to HUD 11 Technical support during HUD review nnualf tan FY2Q1 , Draft AP 2 Revisions to Draft AP 3 Public Display and Public Hearing 4 Final Revisions, Adoption, Submission to HUD Technical supportduring HUD review aims oTmpdm�rljsa« Project Mobilization 2 Meeting with client 3 Public participation plan 4 Demographic analysis, mapping 5 Real estate analysis 6 HMDAanalysis 7 Publish Interim Report 8 Public policies analysis 9 Evaluation of fair housing profile 10 Summary of impediments 11 FHAP 12 Draft AI 13 Revisions to AI document 14 Publish final AI Hours;��- Total., 0 0 0 48 4 16 8 32 2 2 8 12 6 ,Digi a E ff?Rse faliffe Per diem (days) Travel expenses (airline, hotel, rental car) Printing/Reproduction (estimate) 16 MSN LONERGAN ASSOCIATES Page 38 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Hourly Rate ($) Per Diem. Travel Rate ($) Team Member :_c�P 120.59 TO,.:.� 1 Project Mobilization 2 Meeting with client -. 3 Public Participation Plan 4 Housing and Homeless Needs Assessment 5 Housing Market Analysis 6 Five -Year Strategy 7 Initial Draft 8 Revisions to Con Plan 9 Public Display and Public Hearing 10 Final Revisions, Adoption, Submission to HUD 11 Technical support during HUD review 1 Draft AP 2 Revisions to Draft AP 3 Public Display and Public Hearing 4 Final Revisions, Adoption, Submission to HUD 5 Technical support during HUD review S:. r 9 mentst FairH�1 0&C of : 1 Project Mobilization 2 Meeting with client 3 Public participation plan 4 Demographic analysis, mapping 5 Real estate analysis 6 HMDAanalysis 7 Publish Interim Report 8 Public policies analysis 9 Evaluation of fair housing profile 10 Summary of impediments 11 FHAP 12 Draft Al 13 Revisions to Al document 14 Publish final Al 50 50 50 50 50 50 0 �t' a Williams Mueller Easton Finnstrom Hewitt Win_enfeld Du:.n D;�rect,Ex sense ., Total Perdiem(days). Travel expense{airline, hotel, rental car) Printing/Reproduction (estimate) �7N ``��� O ERG "ll�f ASSOCIATES Page 39 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium EXHIBIT 1 HOW DOES THE WESTCHESTER COUNTY, NY FAIR HOUSING SETTLEMENT AFFECT MY CDBG AND HOME PROGRAM? On Monday, August 10, 2009, Westchester County, NY agreed to spend more than $50 million of its own money to settle a lawsuit brought by the Anti -Discrimination Center of Metro New York, Inc., a non- profit fair housing advocacy organization in New York City. The $180 million lawsuit filed in April of 2006 charged that Westchester County failed to fulfill its obligation to affirmatively further fair housing and ensure non-discrimination in its programs. Westchester County receives federal CDBG and HOME funds from HUD. As a condition of federal funding, the County certifies to HUD each year that it will conduct its programs in a non-discriminatory manner that affirmatively furthers fair housing in accordance with the Civil Rights Act of 1964 and the Fair Housing Act. In making this certification, the County is required by statute to identify impediments to fair housing choice, take action to overcome those impediments and to maintain records of its analysis and actions. In the lawsuit, the Anti -Discrimination Center charged that: • Westchester County is a racially segregated county • Westchester County's Analysis of Impediments to Fair Housing Choice (Al) was flawed because it considered housing needs based solely on income and failed to fully consider racial segregation and housing needs based on race ■ the County failed to inform municipalities receiving CDBG funds of their obligation to consider the housing needs of persons living outside the community, not just the needs of residents living in the community • the County failed to require municipalities receiving CDBG funds to increase the availability of affordable housing or otherwise affirmatively further fair housing • the County failed to monitor the efforts of municipalities receiving CDBG funds in terms of their efforts to further fair housing ■ as a result of the above, the County made a false claim when it certified to HUD that it would affirmatively further fair housing At issue in this case is not whether Westchester County created affordable housing. In fact, since 1998, the County spent over $50 million in federal and state funds to aid in the construction of 1,370 affordable rental units and another 334 affordable owner units. It is the geographic location of the affordable housing units that were created within the County that is the critical factor in this lawsuit. The Anti -Discrimination Center of Metro New York alleged that the County's Al did not analyze how its placement of affordable housing affected segregation and racial diversity. It concluded that the County assisted the development of affordable housing units in lower income communities and that as a result, it increased the pattern of racial segregation in the County. Furthermore, the suit charges that the County violated its cooperation agreements with local units of government which prohibits expenditures of CDBG funds for activities in communities that do not affirmatively further fair housing within their jurisdiction or otherwise impede the County's action to comply with its fair housing certifications. .MULLIN LONERGAN ASSOCIATES Page 40 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium Faced with the threat of losing the $180 million lawsuit and being cut off from another $30 million in HUD funding, Westchester County agreed to a settlement with HUD and the Anti -Discrimination Center of Metro New York. Under the terms of the settlement, the County will pay $21.6 million to HUD in non- federal funds. These funds will be deposited in the County's HUD account and used to build new affordable housing units in specified census tracts with populations of Tess than 3% African American and 7% Hispanic. An additional $11 million will be paid to HUD, ADC and ADC's counsel. The County will add $30 million to its capital budget to build affordable housing in non-traditional areas. It is anticipated that the County will issue bonds to meet its financial obligations under the settlement. This case reflects HUD's new philosophy to reduce housing discrimination so that all communities are open to everyone. This precedent is causing CDBG grantees across the nation to revisit their fair housing policies and practices: • Does our Al adequately consider patterns of racial segregation? • Are we adequately informing CDBG subrecipients of their responsibility to further fair housing? Are we monitoring the results of their efforts to affirmatively further fair housing? • Are affordable housing units concentrated in lower income urban neighborhoods or are they distributed uniformly throughout the community? • Are communities or neighborhoods that receive CDBG assistance for non -housing activities opening their doors to affordable housing? If not, what are we doing about it? • Do our policies and procedures encourage racial diversity or do they perpetuate patterns of racial segregation? MuT_T IN. LONERGAN ASSOCIATES Page 41 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium EXHIBIT 2 CDBG / HOME CLIENT LIST MULLIN' LONERGAN ASSOCIATES Page 42 Name and address of client Types of services provided by M&L Client contact information 1 City of Parkersburg, WV One Government Square P. O. Box 1627 Parkersburg, WV 26102 • Analysis of Impediments to Fair Housing Choice Ms. Ann Conageski, Director Voice: (304) 424-8542 Email: conagesk@netassoc.net Ms.Ruthana Beezley, Federal Projects Coordinator Voice: (304) 424-8418 Email: rbeezlev@netassoc.net Fax: (304) 424-8464 2 Westmoreland County, PA Department of Planning and Development Courthouse Square, Suite 601 2 North Main Street Greensburg, PA 15601 • Consolidated plan (5 year + action plan) • CAPER • Environmental Review Record • Analysis of Impediments to Fair Housing Choice • CDBG and HOME technical support • Section 108 loan applications • CHDO designation and training • Tax credit housing services Mr. Bert Getto Assistant Deputy Director for Community Development Voice: (724) 830-3650 Fax: (724) 830- Email: fgetto@co.westmoreland.pa.us 3 City of Erie, PA Department of Economic and Community Development 626 State Street Erie, PA 16501 • Consolidated plan (5 year + action plan) • CAPER • Environmental Review Record • Analysis of Impediments to Fair Housing Choice • CDBG and HOME technical support • Section 108 loan applications Mr. David Deter, Assistant Director Voice: (814) 870-1277 Fax: (814) 870-1443 Email: ddeter@ci.erie.pa.us 4 Redevelopment Authority of the County of Washington County, PA Courthouse Square Office Building 100 West Beau Street, Room 603 Washington, PA 15301 • Consolidated plan (5 year + action plan) • CAPER • Environmental Review Record • Analysis of Impediments to Fair Housing Choice • CDBG and HOME technical support • Section 108 loan applications • CHDO designation and training • Tax credit housing services Ms. Brenda Williamson Community Development Director Voice: (724) 228-6875 Fax: (724) 228-6829 Email: brenda.williamson@racw.net MULLIN' LONERGAN ASSOCIATES Page 42 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 5 Beaver County, PA Community Development Program 1013 Eighth Avenue Beaver Falls, PA 15010 • Consolidated plan (5 year + action plan) • Analysis of Impediments to Fair Housing Choice • CDBG and HOME technical support • Section 108 loan applications • CHDO designation and training • HUD Continuum of Care Services Ms. Lisa Signore, Director Voice: (724) 847-3889 Fax: (724) 847-3861 Email: lsiQnore@co.beaver.pa.us 6 Millcreek Township, PA c/o Erie County Department of Planning Erie County Courthouse 1st Floor, Room 119 140 West Sixth Street Erie, PA 16501 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice Mr. Joe Berdis, Planner IV Voice: (814) 451-6016 Fax: (814) 451-7000 Email: jberdis@eriecountygov.org 7 City of Hazleton, PA Office of Community Development 40 North Church Street Hazleton, PA 18201 • Consolidated plan (5 year + action plan) • CAPER • Analysis of Impediments to Fair Housing Choice • CDBG and HOME technical support • Section 108 loan applications • Environmental Review Ms. Annetta Williams Voice: (570) 459-4965 Fax: (570) 459-6597 Email: annetta@hazletoncity.org 8 City of Johnstown, PA Department of Community and Economic Development 401 Main Street, Room 200 Johnstown, PA 15901 • Consolidated plan (5 year + action plan) • CAPER • Environmental Review Record • Analysis of Impediments to Fair Housing Choice • CDBG and HOME technical support • Section 108 loan applications • CHDO designation and training Mr. James White, Director Voice: (814) 533-2056 Fax: (814) 539-5816 Email: jwhite@cojtwn.com 9 City of Williamsport, PA 245 West Fourth Street City Hall Williamsport, PA 17701 • Consolidated plan (5 year + action plan) • Environmental Review Record • CDBG and HOME technical support • Section 108 loan applications • Tax credit housing services Mr. John Grado, Director Department of Economic & Community Development Voice: (570) 327-7511 Fax: (570) 327-7509 MULLIN LONERGAN ASSOCIATES Page 43 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 10 City of Easton, PA 1 South 3rd Street Easton, PA 18042 • Consolidated plan (5 year + action plan) • Environmental Review Record • CDBG and HOME technical support • Section 108 loan applications • Tax credit housing services • CAPER Ms. Barbara Kowitz, Director Planning & Development Voice: (610) 250-6607 Fax: (610) 250-6750 Email: bkowitz@easton-pa.gov 11 Berks County, PA Community Development Office Community Service Center, 14th Floor 633 Court Street Reading, PA 19601 • CDBG and HOME technical support • Redevelopment projects • Tax Increment Financing plans • Tax credit housing services • Main Street & Elm Street support services • HUD Continuum of Care Services Mr. Ken Pick, C.D. Director Voice: (610) 478-6325 Fax: (610) 478-6326 Email: kpick@countyofberks.com 12 Montgomery County, PA Community Development 1430 Dekalb Street, Box 311 Norristown, PA 19404 • Consolidated plan (5 year + action plan) • CDBG and HOME technical support • CAPER Ms. Kathy L. Phifer, Director Voice: (610) 278-3540 Fax: (610) 278-3636 Email: kphifer@mail.montcopa.org 13 Lehigh County, PA Office of Community & Economic Development Government Center 17 South Seventh Street Allentown, PA 18101-2401 • Consolidated plan (5 year + action plan) • Analysis of Impediments to Fair Housing Choice • Citizen Participation Plan • Procurement Plan • CAPER • Environmental Review Record • CDBG technical support Ms. Laurie Moyer, Grants Coordinator Voice: (610) 871-1964 Fax: (610) 820-3615 Email: lauriemoyer@lehighcounty.org 14 City of Pittsburgh, PA Department of Planning 200 Ross Street Pittsburgh, PA 15219 • 5 Year Consolidated Plan Mr. Richard Bellisario, Assistant Planning Director Voice: (412) 255-2211 Fax: (412) 393-0151 Email: rich.bellisario@city.pittsburgh.pa.us 15 Cumberland County, PA 114 North Hanover Street Suite 104 Carlisle, PA 17013 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice Mr. Thomas A. Fields, CD Director Voice: (717) 249-0789 x 133 Fax: (717) 249-4071 Email: tfields@cchra.com MULLIN LONERGAN ASSOCIATES Page 44 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 16 City of York, PA 1 Marketway West, 3rd Floor York, PA 17401 • Consolidated plan (5 year+ action plan) • Citizen Participation Plan • Analysis of Impediments to Fair Housing Choice • Procurement Plan • CAPER • Environmental Review Record • CDBG and HOME technical support Mr. Kevin Schreiber, Interim Director Director of Community Development Voice: (717) 849-2264 Fax: (717) 849-2329 17 Atlantic County, NJ Atlantic County Improvement Authority Office of Community Development 5909 Main Street, 2nd Floor Mays Landing, NJ 08330 • Consolidated plan (5 year + action plan) • CAPER • Environmental Review Record • CDBG and HOME technical support • HUD Continuum of Care services • Section 108 Loan application Mr. John C. Lamey, Jr. Director of Community Development Voice: (609) 645-5838 Fax: (609) 645-5813 Email: Iameyjohn@aclink.org 18 Camden County, NJ Community Development Office Courthouse, Lower Level 520 Market Street Camden, NJ 08102 • Consolidated plan (5 year + action plan) • CDBG and HOME technical support • Layering Analysis Mr. Gary Yost, Housing Coordinator Voice: (856) 757-6660 Fax: (856) 757-6658 19 Bensalem Township, PA 2400 Byberry Road Bensalem, PA 19020 • CDBG technical support • Environmental Review Record • Tax credit housing services • Analysis of Impediments to Fair Housing Choice Mr. William Cmorey Director of Administration Voice: (215) 633-3602 Fax: (215) 633-3609 Email: wcmorey@bensalem-township.org 20 Ocean City, NJ Department of Community Development 1501 West Avenue Ocean City, NJ 08226 • Consolidated plan (5 year + action plan) • CAPER • Environmental Review Record • CDBG technical support • Neighborhood Preservation Plan Ms. Georgia Arnold, Director Voice: (609) 525-9357 Fax: (609) 525-0371 Email: garnold@ocean-city.nj.us 21 City of Paterson, NJ Department of Community Development 125 Ellison Street, Second Floor Paterson, NJ 07505 • Consolidated plan (5 year + action plan) • Citizen Participation Plan • CAPER • CDBG and HOME technical support Mr. Gary Melchiano, Acting Director Voice: (973) 321-1212 Fax: (973) 321-1268 Email: gmelchiano@patcity.com 22 City of Springfield, OH Community Development Department 76 East High Street Springfield, OH 45502 • 5 Year Consolidated Plan Mr. Mark Luttrell CDBG Program Coordinator Voice: (937) 324-7662 Fax: (937) 328-3489 Email: mluttrell@ci.springfield.oh.us MUT ,TIN LONERGAN ASSOCIATES Page 45 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 23 City of Iowa City, IA 410 East Washington Street Iowa City, IA 5224 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice • Housing Needs Assessment Mr. Steve Long Community Development Coordinator Voice: (319) 356-5230 Fax: (319) 356-5217 Email: Stephen-Long@iowa-city.org 24 Waterloo — Cedar Falls HOME Consortium Community Development Department 620 Mulberry Street Waterloo, IA 50703 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice Mr. Rudy Jones Community Development Director Voice: (319) 291-4429 Fax: (319) 291-4431 Email: rudy.jones@waterloo-ia.org 25 City of Waco, TX P. 0. Box 2570 300 Austin Avenue Waco, TX 76702 • 5 Year Consolidated Plan Mr. Jeff Wall Community Development Director Voice: (254) 750-5656 Fax: (254) 750-5604 Email: jwall@ci.waco.tx.us 26 Williamson County, TX 710 Main Street Georgetown, TX 78626 • 5 Year Consolidated Plan Ms. Sally Bardwell, CDBG Program Voice: (512) 943-3757 Fax: (512) 943-1662 Email: sbardwell@wilco.org. 27 Village of Oak Park, IL 123 Madison Street Oak Park, IL 60302 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice Ms. Janis Akerstrom Grants Program Manager Voice: (708) 358-5419 Fax: (708) 358-5127 Email: Akerstrom@oak-park.us 28 Gloucester Township, NJ 1261 Chews Landing Road Laurel Springs, NJ 08021 Mail — P. 0. Box 8, Blackwood, NJ 08012 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice Mr. Ken Lechner, Director Community Development & Planning Voice: (856) 374-3500 Email: klechner@glotwp.com 29 City of Jersey City, NJ 30 Montgomery Street, Suite 404 Jersey City, NJ 07302 • 5 Year Consolidated Plan • Section 108 Loan application • Analysis of Impediments to Fair Housing Choice Ms. Darice Toon, Director Division of Community Development Voice: (201) 547-5304 Fax: (201) 547-5986 Email: darice@jcnj.org 30 Wayne Township, NJ 475 Valley Road Wayne, NJ 07470 • 5 Year Consolidated Plan • CDBG technical support Mr. John Szabo, AICP, PP, Director Voice: (973) 694-1800 ext. 3319 Email: szaboj@waynetownship.com MULLIN LONERGAN ASSOCIATES Page 46 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 31 Monmouth County, NJ Hall of Records Annex One East Main Street Freehold, NJ 07728 • HOME Subsidy Layering Analysis • Environmental Review Record Mr. Owen Redmond, Assistant Director Community Development Program Voice: (732) 431-7490 Fax: (732) 308-2995 Email: oredmond@monmouthplanning.com 32 Passaic County, NJ Planning Department Totowa Business Center 930 Riverview Drive, Suite 250 Totowa, NJ 07512 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice Mr. Michael LaPlace, Director Planning Department Voice (973) 569-4040 Fax: (973) 812-3450 Email: mlaplace@passaiccountynj.org 33 High Point, NC 211 5 Hamilton Street, Suite 312 High Point, NC 27260 Mailing — P. O. Box 230, High Point, NC 27261 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice • Environmental Review Record Mr. Michael E. McNair, Director Community Development and Housing Voice: (336) 883.3676 Fax: (336) 883-3356 Email: Michael.mcnair@highpointnc.gov 34 Sioux City, IA 405 6th Street P. O. Box 447 Sioux City, IA 51102 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice Mr. Paul Barnes Neighborhood Services Supervisor Voice: (712) 279-6283 Fax: (712) 279-6196 Email: pbarnes@sioux-city.org 35 City of Wilmington, DE Louis L. Redding City/County Building 800 French Street Wilmington, DE 19801 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice Ms. Nailah Gilliam, Director Department of Real Estate and Housing Voice: (302) 576-3019 Fax: (301) 573-5588 Email: ngilliam@ci.wilmington.de.us 36 New Castle County, DE 77 Reads Way New Castle, DE 19720 • 5 Year Consolidated Plan • Analysis of Impediments to Fair Housing Choice Ms. Anne Farley, General Manager Department of Community Services Voice: (302) 395-5600 Fax: (302) 395-5592 Email: 37 City of Allentown, PA City Hall 435 Hamilton Street Allentown, PA 18101 • 5 Year Consolidated Plan • Environmental Review Record Mr. Michael Hefele, Director of Planning Voice: (610) 437-7613 Fax: (610) 437-8781 Email: hefele@allentowncity.org MULLIN LONERGAN ASSOCIATES Page 47 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium 38 Hampton, VA • 5 Year Consolidated Plan Ms. Angelique Shenk 22 Lincoln Street • Analysis of Impediments to Fair Housing Senior Neighborhood Development Specialist 5th Floor, City Hall Choice Hampton Neighborhood Office Hampton, VA 23669 Voice: (757) 727-6460 Fax: (757) 727-6074 Email: ashenk@hampton.gov MULLIN LONERGAN ASSOCIATES Page 48 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium EXHIBIT 3 HOUSING STUDIES LIST : ..{ 3 .?O A1�11Z�T l!t : �' � "`v y 11 k`r s �rs�F F, S, .a: `mss-. ,... ': �ty%p}X - "_ _ .... ie;.. J_E �Y `� xu r� AM , �, Cloudburst Group San Antonio, TX Comprehensive Housing Needs Assessment (Phase 1 in 2012) Mr. R. J. Stidham Senior Director Cloudburst Group 8100 Corporate Drive, Suite 320 Landover, MD 20785-2231 (301) 918-4400 ri.stidhamAcloudburstgroup.com City of Erie, PA Erie, PA Neighborhood Housing Market Analysis (Phase lin 2011) Mr. Dave Deter Assistant Director Department of Economic & Community Development 626 State Street, Room 404 Erie, PA 16501 (814) 870-1277 ddetera(�erie.pa.us Cloudburst Group Commonwealth of Puerto Rico Housing Needs Assessment (Phases 1 & 2 in 2011) Mr. T. J. Martzial Project Manager Cloudburst Group 8100 Corporate Drive, Suite 320 Landover, MD 20785-2231 (301) 918-4400 Terrence.martzial(a.cloudburstgroup.com Centre County (PA) Housing & Land Trust Housing Market Study (2011) Mr. George Khoury President Centre County Housing & Land Trust 1155 Zion Road Bellefonte, PA 16823 (814) 571-1179 City of Wilmington, DE RISE Neighborhood Study (2011) Ms. Nailah Gilliam Director Department of Real Estate and Housing 800 French Street Wilmington, DE 19801 (302) 576-3019 ngilliam@ci.wilmington.de.us City of DuBois, PA Elm Street Plan (2010) Mr. Lance Marshall Executive Director P. O. Box 711 DuBois, PA 15801 (814) 371-2000 Columbia County (PA) Housing Corporation Affordable Housing Needs Assessment (2009) Mr. Rich Kisner Executive Director Columbia County Housing Corporation 700 Sawmill Road Bloomsburg, PA 17815 (570) 784-9373 Ext. 115 rkisnerAcolumbiacountvhousinq. com City of Georgetown, TX Housing Element of Comprehensive Plan (2008) Ms. Jennifer C. Bills Housing Coordinator City of Georgetown P. O. Box 1485 Georgetown, TX 78627-1485 (512) 930-8477 ibillsAgeorgetowntx.orq Delaware State Housing Authority Statewide Housing Needs Analysis (2007) Ms. Karen Horton Principal Planner DSHA 18 The Green Dover, DE 19901 (302) 739-4263 karenhdsha.state.de.us Gloucester County (VA) Department of Housing Affordable Housing Needs Assessment (2007) Mr. Michael Shiflett Director, Dept. of Housing Gloucester County Department of Housing P.O. Box 665 Gloucester, VA 23061 (804) 693-2850 mshiffle(a)gloucesterva.lnfo Iowa City (IA) Department of Planning and Community Development Affordable Housing Market Analysis (2007) Mr. Stephen Long CD Coordinator Dept. of Planning and Community Development Iowa City Dept. of Planning & Community Development 410 E. Washington Street Iowa City, IA 52240 (319) 356-5250 NlULLIN LONERGAN ASSOCIATES Page 49 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium }. i e'T it 4 �� iiiz�=� � �.�,:.A��� f,- g ' '` r L�N � � ?rR�N� fr' 4 i ce � l I:.3 r,` {h n n n?;3'�§"' '.0. R`i i Y SF 2 „ r(, V �� Lehigh Valley (PA) Planning Commission Affordable Housing Needs Assessment (2007) Mr. Michael Kaiser Executive Director Lehigh Valley Planning Commission 961 Marcon Blvd., Suite 310 Allentown, PA 18109-9397 (610) 264-4544 oltAlvpc.orq Healthy York County (PA) Coalition Affordable Housing Assessment (2006) Ms. Robin Rohrbaugh Executive Director Healthy York County Coalition 1101 South Edgar Street, Suite F York, PA 17403 (717) 851-2333 rrohrbaughpwellspan.orq Fayette County (PA) Housing County Fayette County Housing Market Analysis (2005) Mr. Andrew French Executive Director Fayette County Redevelopment Authority 500 Court Plaza Tower 45 East Main Street Uniontown, PA 15401 (724) 437-1547 afrench n(�,racfoa.ora South Dakota Housing Development Authority Statewide Housing Needs Analysis (2003) Ms. Vona Johnson Director of Rental Housing Management SDHDA P. 0. Box 1237 Pierre, SD 57501 (605) 773-4567 vona@sdhda.org Accomack- Northampton Planning Development Commission (VA) Eastem Shore Housing Needs Assessment and Strategic Plan (2002) Mr. Paul Berge Executive Director A-NPDC P. 0. Box 417 23372 Front Street Accomack, VA 23301 (757) 787-2936 anpdcpfbga.esva.net MULLIN• LONERGAN ASSOCIATES Page 50 2015-2019 Five -Year Consolidated Plan, 2015 Annual Plan & Analysis of Impediments to Fair Housing Choice Waterloo -Cedar Falls, IA HOME Consortium EXHIBIT 4 RESUMES OF KEY PROJECT STAFF LONERGAN LONERGAN ASSOCIATES Page 51 MULLIN' LONERGN ASSOCIATES Marjorie Williams, AICP EDUCATION: Master of Urban and Regional Planning University of Pittsburgh 1991 B. A. History University of New Orleans 1989 PROFESSIONAL EXPERIENCE: Principal, Mullin & Lonergan Associates, Inc. Planning and Development Consultants Harrisburg - Pittsburgh, PA 2004 - Present AFFILIATIONS: Benatec Associates Senior Planner 2001 — 2004 Independent Grant Writer 1998 — 2001 Putnam County, WV Office of Planning and Infrastructure Director 1997 — 2001 City of Huntington, WV Department of Development and Planning Community Planner 1995 — 1997 Mullin & Lonergan Associates, Inc. Planning and Development Consultants Urban Planner 1991 —1994 American Institute of Certified Planners American Planning Association National Fair Housing Alliance Pennsylvania Planning Association Leo Mueller, Jr., AICP EDUCATION: Master of Urban and Regional Planning University of Pittsburgh 1977 Bachelor of Arts, Philosophy Miami University 1974 PROFESSIONAL EXPERIENCE: Planner, Mullin & Lonergan Associates Planning and Development Consultants Pittsburgh, PA 2011 AFFILIATIONS: Planner, Remington, Vemick and Beach Engineers Pittsburgh, PA 2008-2010 Planner, Mullin & Lonergan Associates Planning and Development Consultants Philadelphia -Pittsburgh, PA 1998 — 2008 Economic Development Group East, Inc. Wilkinsburg, PA Program Coordinator 1996-1998 Allegheny County Department of Development Pittsburgh, PA Housing/Economic Development Planner 1995-1996 Redevelopment Authority of Allegheny County Pittsburgh, PA Planner/Chief Planner 1979-1995 Allegheny County Department of Planning and Development Pittsburgh, PA Analyst 1978 American Institute of Certified Planners American Planning Association Pennsylvania Planning Association Whitney A. Finnstrom, AICP EDUCATION: Master of Urban and Regional Planning University of Pittsburgh 1995 B. A. Economics Indiana University — Bloomington, IN 1985 PROFESSIONAL EXPERIENCE: Mullin & Lonergan Associates, Inc Planning and Development Consultants Harrisburg - Pittsburgh, PA 2004 - Present AFFILIATIONS: Environmental Planning And Design Project Manager 2002 — 2004 East Liberty Development, Inc. Director of Research and Planning 1997 — 2002 Pittsburgh Partnership for Neighborhood Development Community Economic Development Coordinator 1995 — 1997 Wilkinsburg Borough Housing Development Office Housing Development Intern 1995 Intern — Montgomery County Planning Commission Norristown, PA 1993 Planning Intern — Pennsylvania Environmental Council 1993 Peace Corps Nepal Rastra Bank/Senior Recruiter 1985 — 1993 American Institute of Certified Planners American Planning Association Pennsylvania Planning Association MULLIN' LONEROAM ASSOCIATES Jennifer Easton, AICP EDUCATION: Master of Public Administration University of Pittsburgh 2008 B. A. Journalism / Interdisciplinary Fine Art Indiana University of PA 2006 PROFESSIONAL EXPERIENCE: Mullin & Lonergan Associates, Inc. Planning and Development Consultants Harrisburg — Pittsburgh, PA 2009 - present University of Pittsburgh Project Manager, GSPIA Innovation Clinic Pittsburgh, PA 2009 Office of PA State Representative Lisa Bennington Special Projects Advisor 2008 Steel Valley Council of Govemments GIS Specialist 2008 University of Pittsburgh Graduate Student Assistant 2007 - 2008 Tribune -Review Publishing Company Tarentum, PA City Desk Intern 2007 AFFILIATIONS: RenewPittsburgh, Board of Directors Pi Alpha Alpha (public administration honors society) RECENT PUBLICATIONS: "Appointed Public Volunteer Boards: Exploring the Basics of Citizen Participation through Boards and Commissions." With George W. Dougherty Jr., PhD. The American Review of Public Administration. September 2011, Vol. 41 no. 5. MULLIN' L ONERGAN ASSOCIATES Patrick W. Hewitt EDUCATION: Master of City and Regional Planning The Ohio State University Knowlton School of Architecture 2012 Bachelor of Arts, History Denison University, Granville, OH 2010 PROFESSIONAL EXPERIENCE: Planner, Mullin & Lonergan Associates Planning and Development Consultants Pittsburgh, PA 2012 - present Planner, Economic Development & Planning Department Franklin County, OH 2010-2012 Lead Planner, Clinton West Neighborhood Plan Planning Team Member, Blacklick -Madison Area Plan EDUCATIONAL EXPERIENCE: The Ohio State University — Idora Park Redesign, Grant Writing, Project Management AWARDS: Winner, Planning Innovations Competition Outstanding Studio Award, The Ohio State University Faculty Award, The Ohio State University Outstanding Undergraduate Student, NACA Distinguished Leadership Award, Denison University Eagle Scout, Boy Scouts of America AFFILIATIONS: American Planning Association Joseph P. Wingenfeld EDUCATION: Master of City and Regional Planning The Ohio State University 2012 Bachelor of Arts, Urban and Regional Planning Miami University, Oxford, OH 2010 PROFESSIONAL EXPERIENCE: Planner, Mullin & Lonergan Associates Planning and Development Consultants Pittsburgh, PA 2012 - present Intern Planner, Kirwan Institute Columbus, OH 2011 Intern Planner, MSI Design Columbus, OH 2010-2011 Cleveland Foundation Internship Program: Neighborhood Progress, Inc. Cleveland, OH Summer 2010 Parsons Brinckerhoff Cleveland, OH Summer Intern 2009 University Circle, Inc. Cleveland, OH Summer Intern 2008 Cleveland State University Cleveland, OH Summer Intern 2007 AWARDS: Graduated Magna Cum Laude — Miami University 2010 APA Cleveland Scholarship