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Home My WebLink AboutMullin & Lonergan Associates, Inc.-Professional Services Agreement-03.23.2009 3 „ 73-05, • (e_co CONTRACT FOR SERVICES BETWEEN MULLIN & LONERGAN ASSOCIATES, INC. AND THE CITY WATERLOO, IOWA The firm of MULLIN & LONERGAN ASSOCIATES, INC., 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 March 4, 2009. SECTION 2. Time of Performance This Contract shall begin on March 25, 2009 and end on August 30, 2009. 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 March 4, 2009, the City shall pay the Planning Agency for the actual costs for that work performed, total payments shall not exceed FORTY-NINE THOUSAND, NINE HUNDRED EIGHTY AND NO/100 DOLLARS ($49,980.00) 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. Mr. Eric Fulmer, AICP, Chairman, on behalf of Planning Agency, is the contractor official 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: M IN & LONERGAN ASSOCIATES, INC. CITY OF WATERLOO Eric Fulmer, AICP Timothy J. H y, Mayo Chairman City of Waterloo, Iowa 0 1 3 - a 3 - 67 Date 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. CITY OF CEDAR FALLS Jo fi. Crews, Mayor y of Cedar Falls, Iowa Date Attachment: Proposal • • • • Proposal for Preparation of a Five Year Consolidated Plan and Analysis of Impediments to Fair-Housing • • . submitted to-the Ada : Fars Consortium • VhhI - OAT INCORPORATED •Wit = • _ -: _. .MULCT LORD ASSOCIATES INCOPPORATED 800 Vinial Street,Suite B-414,Pittsburgh,PA 15212 412.323.1950 fax 412.323.1969 March 4, 2009 Mr. Rudy Jones Community Development Director City of Waterloo 620 Mulberry Street Suite 202 Waterloo, IA 50703 RE: Preparation of the Citizen Participation Plan, Five Year Consolidated Plan, Annual Action Plan and Analysis of Impediments to Fair Housing Choice Dear Mr. Jones: We are pleased to submit eight(8)bound copies, one unbound reproducible copy and one digital copy of our proposal to prepare the above documents for the Waterloo— Cedar Rapids Consortium. M&L is uniquely qualified to carry out this assignment. We urge you to consider our strengths. ❑ First and foremost, we are professional planners. The majority of our team's technical staff members are professional planners, most of whom have advanced degrees and/or AICP certification. We are comfortable with research, data collection, analysis, and interfacing with focus groups and the public. LI We understand HUD's Consolidated Planning process. In the past eight years,we have prepared 37 HUD Consolidated Plans covering nine HUD Field Offices. Our staff has a thorough understanding of the Part 91 regulatory framework. We will work closely with City officials to define a process that meets HUD's requirements while addressing the City's planning priorities. ❑ We understand fair housing. In the past 5 years, M&L has completed 23 HUD-approved AI's covering nine HUD Field Offices. We understand how HUD uses the AI to measure the fair Philadelphia Pittsburgh Harrisburg Reading MULTI � A0r IN C OR PO R A TEED housing accomplishments of grantees. We will work diligently to develop realistic and achievable fair housing goals. We will focus on action steps and performance benchmarks that expand fair housing choice. Our recommendations will be within your capacity to implement. ❑ We offer the technical expertise of seasoned community development experts. M&L brings a wealth of background, experience and qualifications to your project. Our firm provides consulting services to a core group of some 30 HUD CDBG entitlement grantees. Being in daily communication with this client base, we are continually immersed in new and useful insights into HUD's CDBG and HOME,Program. We have been doing this type of work for 44 years. LI We are comfortable with the fast-track schedule for completion of this assignment. In light of the compressed timeframe for the completion of the Consolidated Plan,this assignment will require meticulous timing and execution. Our approach to these projects will be highly organized. With 18 employees, we are large enough to manage the assignment effectively, yet small enough to remain fully accessible and responsive to the Consortium throughout the course of the project. We are prepared to devote immediate attention to this project. I am confident that M&L can exceed your expectations for the scope of work outlined in the RFP. Additional information about M&L can be found on our website at www.mandl.net. Thank you for the opportunity to submit our proposal. We look forward to being of service. B regards, Eric Fulmer, AICP Chairman Enc. PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM TABLE OF CONTENTS A. CONTACT PERSON AT M&L Page 2 B. APPROACH TO THE ASSIGNMENT Page 3 1. Description of Final Product to be Provided Page 3 2. Proposed Work Plan and Schedule Page 16 C. M&L's EXPERIENCE Page 19 D. STAFF QUALIFICATIONS Page 26 E. REFERENCES Page 34 F. COST PROPOSAL Page 35 W:\PROPOSAL\CP\Waterloo-Cedar Falls,Iowa\TABLE OF CONTENTS.doc Mullin& Lonergan Associates, Inc. Page 1 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM SECTION A CONTACT PERSON AT M&L Name of Company: Mullin & Lonergan Associates, Inc. Address: 800 Vinial Street, Suite B414 Pittsburgh, PA 15212 Primary Contact Person: Eric Fulmer, AICP Chairman Phone: (412) 323-1950 Fax: (412) 323-1969 E-Mail Address: ericf@mandl.net Mullin & Lonergan Associates, Inc. Page 2 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM SECTION B APPROACH To THE ASSIGNMENT 1. DESCRIPTION OF FINAL PRODUCT TO BE PROVIDED a. Citizen Participation Plan M&L will review the Consortium's current citizen participation plan and suggest revisions where appropriate in order to insure compliance with the requirements of 24 CFR 91.105. We will prepare an updated citizen participation plan and distribute printed and electronic copies to the Consortium. The final citizen participation plan will be adopted by the City of Waterloo and the City of Cedar Falls. The consolidated planning process will then be carried out in accordance with the policies and procedures set forth in the citizen participation plan. b. Five Year Consolidated Plan Mullin& Lonergan Associates (M&L) will assist the Consortium in preparing the Five Year Consolidated Plan (CP) for submission to the U.S. Department of Housing and Urban Development. 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. We would begin our work on this assignment by reviewing 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 consolidated plan. In terms of data collection and analysis, we would update the 2000 Census data with more recent American Community Survey(ACS) data to the extent that it is available. To the maximum extent feasible, we will utilize information from existing studies such as the Consortium's Housing Strategy and its Analysis of Impediments to Fair Housing Choice. We would expect the Consortium to provide local information that may assist us in preparing the CP. Such information may include building permit data, demolition data,building condition data, homeless point-in-time survey results, etc. The Five Year CP will be prepared in a manner that incorporates HUD's CPMP Tool format. Our suggested approach to preparing the CP is as follows: Executive Summary We will prepare a concise executive summary that describes the major objectives and anticipated outcomes identified in the CP, including a summary of past performance. Mullin & Lonergan Associates, Inc. Page 3 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM Consultation and Citizen Participation 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: • Waterloo Public Housing Authority • Cedar Falls Housing Services Office • Non-profit housing development organizations • CHDO's • Homeless organizations • Human and social service organizations • Local and regional health service agencies and child service agencies (lead paint issues) • Contiguous local units of government(non-housing community development needs) Once the social service stakeholder list is finalized, we would work with the Consortium to determine the preferable method of outreach, which may take the form of: • Face-to-face, one-on-one interviews • Face-to-face focus group interviews • Telephone interviews • Written questionnaires M&L would prepare a social service stakeholder survey instrument for review by the Consortium. Once the stakeholder survey instrument is finalized, it will be distributed to each social service agency and/or used as a format for conducting interviews and group meetings. After each consultation, we would prepare a written summary of the issues discussed and information exchanged. M&L will also assist the Consortium in encouraging and achieving citizen input into the consolidated plan. This includes neighborhood organizations,public housing residents, and agencies that represent the interests of low and moderate income residents of Waterloo and Cedar Falls. Housing and Homeless Needs Assessment The Consolidated Plan will describe the Consortium's estimated housing needs and needs for supportive services projected for the next five years. Housing data will include U.S. Census data, as updated by any properly conducted local study, or any other reliable source of data available. Housing data will also reflect consultations conducted with housing provider agencies, non-profit organizations and social service agencies (including those focusing on services to children, elderly persons,persons Mullin & Lonergan Associates, Inc. Page 4 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM with disabilities,persons with HIV/AIDS and homeless persons) that provide assisted housing, health services and social services. 1. Categories of Persons Affected - The Consolidated Plan 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. Mullin & Lonergan will utilize 1990, 2000, and more recent census data 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 the PHA's public housing and Section 8 housing choice voucher program waiting list. If required by HUD, the Consolidated Plan will also identify the size and characteristics of the population with HIV/AIDS and their families residing within the metropolitan statistical area. 2. Homeless Needs -The Consolidated Plan will describe the nature and extent of homelessness within Waterloo and Cedar Falls. Mullin& Lonergan will utilize 1990 and 2000 Census data, as well as stakeholder interviews with homeless provider agencies and operators of shelters and transitional housing facilities. The consolidated plan 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 Consortium's consolidated plan will 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. 3. Lead-Based Paint Hazards - The consolidated plan will estimate the number of housing units within Waterloo and Cedar Falls that contain lead-based paint hazards and are occupied by low income or very low income families. Housing Market Analysis 1. General Characteristics - The Consolidated Plan will describe the significant characteristics of the local housing market, including such aspects as the Mullin & Lonergan Associates, Inc. Page 5 • PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM 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, Mullin & Lonergan will utilize 1990 and 2000 census data, as well as local housing studies. The Consolidated Plan will identify and describe any areas within Waterloo and Cedar Falls 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. In addition, we will estimate the number of vacant and abandoned buildings and determine, to the maximum extent feasible, whether there are vacant dwelling units in these buildings that are suitable for rehabilitation. 2. Public and Assisted Housing—Mullin & Lonergan will consult directly with the Waterloo Housing Authority and the Cedar Falls Housing Services Office in preparing the Public and Assisted Housing element of the Consolidated Plan. The Consortium's Consolidated Plan will describe the number of public housing units in its jurisdiction, the physical condition of these units, the restoration and revitalization needs, results from the Section 504 needs assessment and the Housing Authority's strategy for improving the management and operation of public housing within the community. The Consolidated Plan will also include the Housing Authority's strategy for improving the living environment of low and very low income families residing in public housing. The Consolidated Plan will also identify the public housing residential communities which will be improved with Capital Fund resources from HUD. Activities covered by the Consolidated Plan 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_. 3. Local, State, or Federally Funded Programs -The Consolidated Plan 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. 4. Homeless Facilities - The Consolidated Plan will include an inventory of facilities and supportive service programs that meet the emergency shelter, transitional housing, permanent supportive housing and permanent housing needs of chronically homeless persons within Waterloo and Cedar Falls. Mullin& Lonergan will consult directly with public agencies and non-profit organizations that address homeless needs in Waterloo and Cedar Falls and surrounding areas. 5. Barriers to Affordable Housing- The Consolidated Plan will explain whether the cost of housing or the incentives to develop, maintain, or improve affordable housing in Waterloo and Cedar Falls are affected by public policies, including tax policies affecting land and other property, land use Mullin & Lonergan Associates, Inc. Page 6 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM controls, zoning ordinances,building codes, fees and charges, growth limits, and the policies that affect the return on residential investment. 6. Institutional Structure- The Consolidated Plan will explain the institutional structure including private industry, non-profit 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. 7. Governmental Cooperation- With respect to the public entities involved, the Consolidated Plan will describe the means of cooperation among the state and any units of general local government in the metropolitan area in the development and submission of the Consortium's Consolidated Plan. Strategic Plan 1. General—Based on input received from the public, Consortium officials, and stakeholders, and based on the statistical analysis,Mullin & Lonergan will define priority needs within the community. We will meet with City officials to review the needs statement. For each of the priority needs identified in the priority need table prescribed by HUD, the Consolidated Plan will include: • The reasons for the Consortium's 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 associated with each objective identifying the key goals in quantitative terms along with numeric and other measurable indicators of progress and a timeframe for completion; and • A description of the Consortium's resource allocation geographically within its jurisdiction and among different activities. 2. Resources -Mullin&Lonergan is familiar with 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 City officials relative to other state and federal resources that can be utilized to implement the Consortium's Consolidated Plan. • Federal Resources The Consolidated Plan will describe the expected federal resources to be available to the Consortium to address the needs identified within the Consolidated Plan. • Other Resources The Consolidated Plan 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 Consolidated Mullin & Lonergan Associates, Inc. Page 7 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM Plan. The Consolidated Plan will include an explanation of how the federal resources will leverage additional resources, including a description of how matching requirements of HUD programs will be satisfied. 3. Affordable Housing- The Consolidated Plan will include the number of families to whom the Consortium will provide affordable housing. Mullin & Lonergan will base this projection on the amount of CDBG funds expected to be budgeted by the Consortium for affordable housing activities. The Consolidated Plan 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 Consolidated Plan will describe the basis for assigning the relative priority given to a particular group's needs 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. The CP will also include a summary of priority of housing and supportive service needs of persons that are not homeless but who may or may not require supportive housing 4. Homelessness - The Consolidated Plan 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 chronically homeless persons and assessing their individual needs; • Addressing the emergency shelter and transitional housing needs of homeless persons; and • Helping chronically homeless persons make the transition to permanent housing and independent living. In establishing the priority homeless needs, Mullin& Lonergan will work with the local organizations that provide housing for homeless persons. 5. Non-Housing Community Development Needs - Relative to the Consortium's CDBG Program, the Consolidated Plan will describe the Consortium's 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, Mullin & Lonergan will consult with Consortium officials to determine the need and Mullin&Lonergan Associates, Inc. Page 8 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM relative priority of infrastructure projects and economic development projects. The community development plan component of the Consolidated Plan will state the Consortium's long-term and short-term community development objectives. 6. Barriers to Affordable Housing- The Consolidated Plan will describe the Consortium's strategy to remove or ameliorate negative effects of public policies that serve as barriers to affordable housing. In preparing this strategy, M&L will rely on the Consortium's Analysis of Impediments to Fair Housing Choice, which will be conducted concurrently with the Five Year Consolidated Plan. 7. Public Housing Resident Initiatives - The Consolidated Plan 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 Consolidated Plan, Mullin & Lonergan will consult with the director and staff of both the Waterloo Housing Authority and the Cedar Falls Housing Services Office. 8. Lead-Based Paint Hazards -The Consolidated Plan will outline the actions proposed or being taken to evaluate and reduce lead-based paint hazards, and a description of how lead-based paint hazard reduction will be integrated into housing policies and programs. We will link the lead hazard plan to the documented extent of lead poisoning in the community. 9. Anti-Poverty Strategy- The Consolidated Plan will describe the Consortium's goals,programs and policies for reducing the number of poverty level households and how the Consortium's 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 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. Mullin& Lonergan will explore these issues with economic development officials in Waterloo and Cedar Falls. 10. Neighborhood Revitalization—To the extent that the CP proposes a Neighborhood Revitalization Strategy Area, the CP will identify long-term and short-term objectives for the designated area in terms of outputs and outcomes. 11. Institutional Structure- The Consolidated Plan 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 Mullin & Lonergan Associates, Inc. Page 9 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM dealing with this issue in other client communities to prepare this section of the Consolidated Plan. 12. Coordination- The Consolidated Plan will describe the Consortium's activities to enhance coordination between public and assisted housing providers, homeless providers and private and governmental health, mental health, and service agencies. The Consolidated Plan will describe the means of cooperation and coordination between 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, non-profit organizations and private developers that play a role in the creation of affordable housing. We will then identify opportunities for communication and coordination between the various participants. With respect to economic development, we will describe coordination efforts between private industry, developers, businesses and social service agencies. Publishing the CP M&L will provide the Consortium with a draft of the CP for review and comment. Prior to publication of the final CP and submission to HUD, City officials would provide M&L with public comments and staff feedback. Any final revisions to the CP would be made at this time. M&L will provide the Consortium with both hard copies and an electronic copy of the final CP. c. Annual Action Plan M&L will use HUD's CP VIP tool to prepare the Annual Action Plan. 1. SF 424 2. Action Plan Executive Summary- The Action Plan Executive Summary will include objectives and anticipated outcomes of FFY 2009 activities, as well as an evaluation of past performance. 3. Description of FFY 2009 activities- The Action Plan will include CPMP entries for each activity to be carried out with FY 2009 funds. M&L will provide the staff with blank project sheets. The staff will complete a project sheet for each activity to be included in the Action Plan. M&L will then use the inputs from the project sheets to create a final CPMP project description for each activity. 4. Narrative Responses to General Questions a. The plan 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 Mullin & Lonergan Associates, Inc. Page 10 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM 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. 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 consolidated 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 consolidated plan, 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 Muffin & Lonergan Associates, Inc. Page 11 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM 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. 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 either of the public housing agencies in the jurisdiction of the Consortium 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. 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. Mullin & Lonergan Associates, Inc. Page 12 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM c. Chronic homelessness—The plan will describe the specific planned action steps it will take over the next year aimed at eliminating chronic homelessness by 2012. 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 specified in the Community Development Needs Table. 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 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 a. 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 a. 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. d. Analysis of Impediments to Fair Housing Choice Mullin &Lonergan Associates, Inc. Page 13 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM The Analysis of Impediments to.Fair Housing (AI) will be completed to satisfy the Housing and Community Development Act of 1974, as amended, which requires that each community receiving Community Development Block Grant (CDBG) funds must affirmatively further fair housing. Fair housing choice is defined as the "ability of persons, regardless of race, color,religion, sex,national origin, familial status, or handicap, of similar income levels to have available to them the same housing choices." The AI will be completed to comply with 24 CFR 91.225, and will be t consistent with the requirements set forth in HUD Fair Housing Guide Volume 1 and 2. Based on our knowledge of HUD Fair Housing requirements and our work with other HUD entitlement communities, our suggested scope of services is as follows. 1. Project Mobilization Establish communication protocol with the Consortium staff. Obtain and review background documents, including CAPER,previous AI and local fair housing literature. Identify fair housing stakeholders. Schedule specific dates for our initial on-site visit in tandem with 5 Year CP planning process. Generate formal requests for information on fair housing complaints for submission to HUD and the Iowa Civil Rights Commission. 2. Prepare for an attend initial meeting with Consortium staff On-site organizational meeting to begin work on the project. This meeting would be scheduled in tandem with our initial meeting to discuss the 5 Year Consolidated Planning process. 3. Prepare for and conduct interviews and focus group meetings Prepare master interview schedule. Confirm interview time and date with stakeholders. Secure interview location. Conduct interviews in tandem with 5 Year CP consultation interviews and focus group meetings. Prepare written summaries of all interviews and focus group meetings. 4. Research and analyze demographic and housing trends Identify the relative presence of members of the protected classes in the study area, in PHA developments, and on PHA waiting lists. 5. Analysis of employment data Analyze employment and workforce trends. Analyze accessibility of jobs to members of the protected classes. 6. Review of real estate practices Analyze the capacity of local real estate professionals to recognize, understand, and deal with fair housing issues. This analysis will be based on Mullin &Lonergan Associates, Inc. Page 14 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM the results of a survey or interview with the Waterloo-Cedar Falls Board of Realtors. 7. Analysis of HMDA data Analyze loan approval and loan denial information in an effort to identify whether members of the protected classes are being approved or denied at comparable levels to others in similar economic circumstances. 8. Evaluation of public policies Analyze public transportation, zoning, code enforcement, site selection policies, tenant selection policies, tax policies, and other administrative practices to determine the impact of public decision making on members of the protected classes. 9. Evaluation of local fair housing organizations Research the capacity and effectiveness of local fair housing advocates in addressing the interests of members of the protected classes. 10. Publish interim report Publish an interim report that summarizes Tasks 1-9. 11. Research fair housing complaints and lawsuits Analyze the current status of fair housing lawsuits and complaints in an effort to identify patterns in terms of types of complaints and the specific location of complaints. 12. Review of fair housing accomplishments Summarize the fair housing section of the CAPER for each entitlement entity that is a member of the Consortium. 13. Summary of impediments to fair housing Describe and categorize barriers to fair housing in the jurisdiction of the Consortium. 14. Fair Housing Action Plan Describe specific actions to overcome housing discrimination and expand fair housing choice. 15. Other recommendations Observations and suggested measures to improve the delivery of fair housing services. 16. Initial draft of AI Prepare the initial draft of the AI for the Consortium's review. 17. Revisions to draft AI Based on input from the Consortium, we will make revisions to the AI. Mullin & Lonergan Associates, Inc. Page 15 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM 18. Publication of final AI Provide copies of final AI to the Consortium. 2. PROPOSED WORK PLAN AND SCHEDULE In light of the fact that the Five Year Consolidated Plan and the Annual Action Plan must be placed on public display in late May or early June, this project must be meticulously planned and executed. Assuming a contracting date in March 2009, we would suggest the following work program and schedule. a. Citizen Participation Plan W611( Task Desert tarn Itefiit . ,. : p; Start.Date : End Date 1 Review the Consortium's current citizen participation plan 4-1-09 4-3-09 2 Prepare an updated citizen participation plan that meets all HUD regulatory requirements, and provide draft copies to 4-6-09 4-10-09 the Consortium for review 3 Prepare final citizen participation plan for adoption by governing bodies 4-10-09 4-30-09 b. Five Year Consolidated Plan and Annual Action Plan Task D06.10611 Star#,Data End Date 1 Mobilization: review relevant documents, create stakeholder list, schedule stakeholder interviews, etc. 4-1-09 4-15-09 2 Attend initial meeting with staff to discuss five-year CP 4-15-09 4-15-09 3 Consultation with stakeholders 4-15-09 4-30-09 4 Prepare initial draft of consolidated plan a. Housing and Homeless Needs Assessment • General • Categories of Persons Affected • Homeless Needs 4-1-09 5-15-09 • Continuum of Care-Gaps Analysis • Lead-Based Paint Hazards b. Housing Market Analysis `r 3 • General Characteristics 4-1-09 5-15-09 .r • Public and Assisted Housing • Expiring Section 8 Contracts • Homeless Facilities • Barriers to Affordable Housing • Institutional Structure Mullin & Lonergan Associates, Inc. Page 16 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM • Governmental Cooperation c. Five Year Strategies, Priorities, Needs and Objectives • General • Resources • Affordable Housing • Homelessness • Preservation of Affordable Housing • Non-Housing Community Development Needs • Barriers to Affordable Housing • Public Housing Resident Initiatives 4-1-09 5-15-09 • Lead Based Paint Hazards • Anti-Poverty Strategy • Institutional Structure • Intergovernmental Coordination • Performance Measures • National Goals 5 Prepare Annual Action Plan 5-1-09 5-31-09 6 Prepare initial draft of Five Year Consolidated Plan and 5-15-09 5-31 09 Annual Action Plan for public display Prepare final revisions to Five Year Consolidated Plan and 6-1-09 6-15-09 Annual Action Plan a. Prepare final Consolidated Plan to reflect input from 6-15-09 6-30-09 public hearing process and staff input 8 b. Submit final 5 year CP to Consortium 6-30-09 6-30-09 c. Governing body approval and submission of 5 year CP 7 1-09 7-15-09 to HUD 9 Technical support during HUD review of CP 7-15-09 8-30-09 c. Analysis of Impediments to Fair Housing Choice To the maximum extent feasible, we will conduct our AI research in tandem with the 5 Year CP planning process. Task# Task Start bate Et*bate Project mobilization 4-1-09 4-15-09 2 Prepare for and attend initial meeting with Consortium 4-1-09 4-15-09 representatives 3 Prepare for and conduct interviews and focus group 4-15-09 4-30-09 meetings 4 Research and analyze demographics and housing trends 4-1-09 5-15-09 Mullin & Lonergan Associates, Inc. Page 17 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM 5 Analysis of employment data 4-1-09 5-15-09 6 Review of real estate practices 4-1-09 5-15-09 7 Analysis of HMDA data 4-1-09 5-30-09 8 Evaluation of public policies 4-1-09 5-30-09 9 Evaluation of local fair housing organizations 4-1-09 5-30-09 10 Publish interim report 6-1-09 5-30-09 11 Research fair housing complaints and lawsuits 4-1-09 5-30-09 12 Review of fair housing accomplishments 4-1-09 5-30-09 13 Summary of impediments to fair housing 6-1-09 6-30-09 14 Fair housing action plan 6-1-09 6-30-09 15 Other recommendations 6-1-09 6-30-09 16 Initial draft of Al 7-1-09 7-30-09 17 Revisions to draft Al 8-1-09 8-15-09 18 Publication of final Al 8-15-09 8-30-09 Mullin & Lonergan Associates, Inc. Page 18 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM SECTION C M&L'S EXPERIENCE INTRODUCTION Mullin & Lonergan is a planning and development consulting firm with offices in Pittsburgh and Camp Hill, PA. Our firm was formed in 1965. The legal name of our business is Northeast and Bucks Company, d/b/a Mullin & Lonergan Associates. Northeast and Bucks is organized as an S Corporation. The four shareholders of the firm include Eric Fulmer, Mike Kearney, Thomas Lonergan, and Bill Wasielewski. Our workforce is comprised of 18 staff members including community planners (five of whom are AICP certified), local government specialists and finance specialists. Our clients include local and county government, housing authorities, redevelopment authorities, economic development agencies, nonprofit organizations and for-profit developers. We are members of the National Association of Housing and Redevelopment Officials (NAHRO), the Pennsylvania Association of Housing and Redevelopment Authorities (PAHRA), and the Ohio Conference of Community Development(OCCD). M&L's four primary areas of service include housing, community development, economic development, and community planning. FIVE YEAR CP AND ANNUAL ACTION PLAN EXPERIENCE For the Five Year Consolidated Plans submitted to HUD during the period FY 2000 to FY 2008, our firm prepared consolidated plans for 37 communities representing nine separate HUD offices, as follows: HUD Offices Columbus,OH San Antonio,TX Fort Worth,TX Denver,CO Newark, NJ Youngstown, OH Williamson Co.,TX Waco,TX Rapid City,SD Camden Co., NJ Springfield,OH Atlantic Co.,NJ Bloomfield,NJ Ocean City,NJ Bensalem Twp.,NJ Gloucester Twp.,NJ Baltimore,MD Pittsburgh,PA Philadelphia,PA Raleigh,NC Hagerstown,MD Erie,PA Bethlehem,PA Cumberland Co.,NC Annapolis, MD Johnstown,PA Easton,PA Fayetteville,NC Beaver Co.,PA Hazleton,PA Washington Co.,PA Commonwealth of PA Westmoreland Co.,PA Chester,PA Millcreek Twp., PA Lower Merton,PA Pittsburgh,PA Dauphin Co.,PA Delaware Co.,PA Cumberland Co.,PA Abington Twp., PA Montgomery Co.,PA Lehigh Co.,PA Mullin &Lonergan Associates, Inc. Page 19 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM CDBG and HOME EXPERIENCE M&L is especially active in HUD's Community Development Block Grant (CDBG) and Home Investment Partnerships (HOME) Programs. We service a core group of about 30 entitlement entities. Our HUD entitlement clients include both urban counties and metro cities. Our HUD entitlement clients are included on the CDBG/HOME client list that follows this page. Mullin & Lonergan Associates, Inc. Page 20 79 C o 0 O F is E 8 A 2 O y E 8 i 0 ,, a N 5i�' U v o 3 0 - 0 w w A ~ 2 @ o A O 0 .a N'b o o c 0 o a o AN 3 ,,,2° ' �O ai ON . ° C � �o°,o _ L 7 � of v� O �oo A N� p Aan 3 v.°' 8 °,oh... 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M&L Al CLIENT POPULATION Hampton Roads, VA CHRB (covers seven HUD entitlement cities, including Norfolk, Hampton, Newport News, Portsmouth, Suffolk, Virginia Beach, and 1,349,673 Chesapeake, VA) Cumberland County/ Fayetteville, NC 302,963 Cumberland County, PA 213,674 Berks County, PA 373,638 Dauphin County, PA 251,798 City of Hazleton, PA 23,329 City of Easton, PA 26,263 City of Bethlehem, PA 71,329 City of Lebanon, PA 24,461 City of Williamsport, PA 30,706 City of Erie, PA 103,717 City of Johnstown, PA 23,906 Westmoreland County, PA 369,993 Washington County, PA 202,897 Lower Merion Township, PA 59,850 Atlantic County, NJ 252,552 Will County, IL 338,882 Annapolis, MD 35,838 Parkersburg, Wood County, Vienna, WV Consortium 34,168 Iowa City, IA 62,220 Millcreek Township, PA 52,121 Cuyahoga County, OH 1,393,978 Atlantic City, NJ 40,517 Mullin & Lonergan Associates, Inc. Page 25 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM SECTION D STAFF QUALIFICATIONS Mullin& Lonergan Associates, Inc. maintains a multi-disciplinary staff of planners and financial analysts. All personnel are available to assist with this project. All of our Consolidated Plans utilize HUD's CPMP tool. Primary responsibility for management of the Waterloo—Cedar Falls Five Year Consolidated Plan and Analysis of Impediments would be assigned to the following: • Mr. Eric Fulmer, AICP Mr. Fulmer has been a principal of the firm since 1988 and has been Chairman of the firm since 2007. Mr. Fulmer would serve the project in the capacity of project manager and responsible principal. Mr. Fulmer works out of the firm's Pittsburgh office. Mr. Fulmer is a professional planner who joined Mullin&Lonergan in 1978 after several years of public sector experience in redevelopment and physical planning. Mr. Fulmer serves as the firm's project manager for various consolidated planning, economic development, and housing assignments. Currently, Mr. Fulmer works closely with the HUD urban counties of Beaver and Westmoreland Counties and the HUD metro cities of Erie and Johnstown. He also works closely with the firm's housing authority clients. Mr. Fulmer would serve theWaterloo- Cedar Falls Five Year CP project in the role of responsible principal. He will participate in the stakeholder interview process. = Mr. v`villiar n Wasielewski, AICP Mr. Wasielewski is a principal of the firm. He was employed by Mullin& Lonergan from 1995 through 1999 and returned to M&L in 2003. During his tenure at M&L, he has been responsible for managing numerous five year consolidated plans. He serves as the firm's Project Manager for the City of Erie, Westmoreland County, the City of Johnstown, and Washington County. He is familiar with the operations of public housing authorities and worked extensively with Wheeling Housing Authority's HOPE VI project. He is also very familiar with the operation of non-profit organizations as they relate to the development of affordable housing projects. He is an expert in both the CDBG and HOME programs. Mr. Wasielewski will assist with face-to-face interviews, research, and preparation of the written CP. Mr. Wasielewski works out of the firm's Pittsburgh office. Bill would serve the Waterloo-Cedar Falls project in the capacity of project manager. • Ms. Marjorie Williams, AICP Marjorie Williams is a certified planner who works out of M&L's Pittsburgh office. She was employed by M&L from ]'.991 to 1994, and returned to work for M&L in 2004. Ms. Williams is experienced in CDBG, including the preparation of five year consolidated plans. Ms. Williams is experienced with the preparation of the CP using HUD's CPMP tool. Ms. Williams was the primary author of the Beaver County's Continuum of Care application and 10 Year Plan to Prevent Chronic Homelessness. She has recently Mullin & Lonergan Associates, Inc. Page 26 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM prepared an Analysis of Impediments to Fair Housing for Cuyahoga County, OH. Ms. Williams has prepared Five Year CPs for the City of Youngstown, OH, the City of Erie, PA, the City of Hagerstown, MD and Beaver County, PA. Marjorie would serve as the primary author and editor of Waterloo-Cedar Falls Five Year CP and AI. She will participate in stakeholder interviews. • Ms. Laura Ludwig Ms. Ludwig earned her Master's degree in Public Administration from the University of Pittsburgh. Her experience encompasses housing, economic research and analysis, and community development. Laura was previously employed by the Oakland Planning and Development Corporation, a neighborhood-based non-profit organization in the City of Pittsburgh. In this capacity, she planned and managed homeownership and rental housing activities and coordinated the use of CDBG and HOME funds from the City of Pittsburgh. Ms. Ludwig will serve the Waterloo-Cedar Falls project in the capacity of research and writing. Attached is an organizational chart and resumes of key staff. Mullin & Lonergan Associates, Inc. Page 27 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM Mullin & Lonergan Associates 2009 Organizational Chart Eric Fulmer, AICP Chairman Mike Kearney President/CEO Tom Lonergan Bill Wasielewski, AICP Vice President Secretary Karen Parish, AICP Marjorie Williams, AICP Housing and Community Development Housing and Community Development Consultant Consultant Erik Genga Whitney Finnstrom, AICP Housing and Community Development Housing and Community Development Consultant Consultant Brandon Johnson Laura Ludwig Housing and Community Development Housing and Community Development Consultant Consultant Mark Reese Ryan Greene Financial and Development Consultant Housing and Community Development Consultant Karen Wert Chastity Booker Housing Compliance and Management Housing and Community Development Consultant Maxine Lebo Linda Koser Housing Compliance and Management Administrative Support Lenora Davis Karen Arlet Bookkeeper Administrative Support Mullin &Lonergan Associates, Inc. Page 28 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM Eric L. Fulmer, AICP EDUCATION: Master of Urban and Regional Planning University of Pittsburgh 1975 Bachelor of Arts,Political Science Thiel College 1972 PROFESSIONAL EXPERIENCE: Principal,Mullin&Lonergan Associates,Inc. Planning and Development Consultants Pittsburgh and Harrisburg,PA 1978 -present Redevelopment Authority of Allegheny County Pittsburgh,PA Planning Department 1972- 1978 PROFESSIONAL CREDENTIALS: American Institute of Certified Planners Pennsylvania Planner in Charge Licensed Real Estate Salesperson, Pennsylvania NASD Licensed Securities Representative(Series 7 and 63) AFFILIATIONS: American Planning Association Pennsylvania Planning Association Aleppo Township Planning Commission Board of Directors,The Ladle(ecumenical soup kitchen) Past President, Sewickley Heights Manor Home Assn. Mullin &Lonergan Associates, Inc. Page 29 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM Bill Wasielewski, AICP EDUCATION: Master of Urban and Regional Planning Graduate School of Public and International Affairs 1993 Bachelor of Arts,Political Science Gannon University 1990 PROFESSIONAL EXPERIENCE: Principal,Mullin&Lonergan Associates, Inc. Planning and Development Consultants Pittsburgh and Harrisburg,PA 2003-Present The Community Builders,Inc. Project Manager 1999-2003 Mullin& Lonergan Associates,Inc. Planning and Development Consultants Planner 1993-1999 PROFESSIONAL AFFILIATIONS: American Institute of Certified Planners American Planning Association Mullin & Lonergan Associates, Inc. Page 30 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM 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 Pittsburgh and Harrisburg, PA 2004 -Present 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 AFFILIATIONS: American Institute of Certified Planners American Planning Association Mullin & Lonergan Associates, Inc. Page 31 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM Marjorie Williams, AICP EDUCATION: Master of Urban and Regional Planning University of Pittsburgh 1991 B.A. History University of New Orleans 1989 PROFESSIONAL EXPERIENCE: Mullin& Lonergan Associates, Inc Planning and Development Consultants Pittsburgh and Harrisburg,PA 2004-Present Benetec Associates Senior Planner 2001 —2004 Independent Grant Writer 1998—2001 Putnam County,WV Office of Planning and Infrastructure Director 1997—2001 City of Huntingdon, WV Department of Development and Planning Community Planner 1995— 1997 Mullin&Lonergan Associates,Inc. Planning and Development Consultants Urban Planner 1991 - 1994 AFFILIATIONS: American Institute of Certified Planners American Planning Association Pennsylvania Planning Association Ohio Planning Conference Ohio Conference of Community Development,Inc. Belmont County(Ohio)Fair Housing Commission Mullin & Lonergan Associates, Inc. Page 32 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM Laura Ludwig EDUCATION: Master of Public Administration University of Pittsburgh 2005 B. A.Political Science and Spanish University of Pittsburgh 2003 PROFESSIONAL EXPERIENCE: Mullin&Lonergan Associates,Inc Planning and Development Consultants Pittsburgh and Harrisburg, PA 2008 -Present Oakland Planning and Development Corporation Real Estate Program Manager Pittsburgh,PA 2007 -Present Oakland Planning and Development Corporation Community Organizer 2004 -2007 Plum Borough Department of Planning and Zoning Intern 2004 Oakland Planning and Development Corporation Community Organizing Intern 2003 -2004 PROFESSIONAL CREDENTIALS: Licensed Real Estate Salesperson Professional Certification in Housing Development Finance(2008) Vice-Chair, Clean Pittsburgh Commission(Member since 2007) Presenter at HUD's Office of University Partnerships Annual Conference, 2006 Presenter,Proactive Community Partners: Changing the Power Dynamic Mullin & Lonergan Associates, Inc. Page 33 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM SECTION E REFERENCES We urge you to contact our clients to learn more learn more about our capabilities and our responsiveness to client needs. Each of the clients included on our list of references is both a CDBG grantee and a HOME Participating Jurisdiction. Westmoreland County is also a HOME Consortium. City of Iowa City, IA City of Erie, PA Mr. Steve Long,Coordinator Mr.David Deter,Assistant Director Community Development Division Dept. of Economic&Community Dev. Department of Planning and Community Development 626 State Street 410 East Washington Street Erie,PA 16501 Iowa City,IA 52240 • (814) 870-1270 Stephen-Long(aiowa-city.org ddeter(aci.erie.pa.us Westmoreland County, PA Beaver County, PA Ms.Terri Yurcisin,Deputy Director Ms. Lisa Signore,Director Department of Planning and Development Community Development Program 40 North Pennsylvania Avenue, Suite 520 699 Fifth Street Greensburg,PA 15601 Beaver,PA 15009 (724)830-361.6 (724) 847-3889 tyurcisina,co.westmoreland.pa.us lsignorec ico.beaver.pa.us Washington County, PA Ms.Brenda Williamson Redevelopment Authority of the County of Washington 100 West Beau Street, Suite 603 Washington,PA 15301 (724)228-6875 brenda.williamson@racw.net Mullin & Lonergan Associates, Inc. Page 34 PROPOSAL FOR PREPARATION OF A FIVE-YEAR CONSOLIDATED PLAN AND AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR THE WATERLOO-CEDAR FALLS HOME CONSORTIUM SECTION F COST PROPOSAL Principal Professional Secretarial Work Product @$140/hr. Staff @$105/hr. @$40/hr. Total 1 Citizen Participation Plan 2 $ 280 16 $ 1,680 2 $ 80 $ 2,040 2 Five Year Consolidated Plan 80 $ 11,200 128 $ 13,440 12 $ 480 $ 25,120 3 Annual Action Plan 8 $ 1,120 24 $ 2,520 12 $ 480 $ 4,120 4 Analysis of Impediments to Fair Housing Choice 48 $ 6,720 80 $ 8,400 12 $ 480 $ 15,600 SUBTOTAL $ 19,320 $ 26,040 $ 1,520 $ 46,880 TRAVEL ALLOWANCE* $ 3,000 REPRODUCTION, PUBLICATION, GRAPHIC AND MAILING EXPENSE ALLOWANCE $ 100 GRAND TOTAL $ 49,980 * In order to manage travel costs,we propose to make two site visits to Waterloo/Cedar Falls. The initial visit will be a multi-day trip that will encompass project kickoff meeting,stakeholder interviews and the public needs hearing. The second visit will include meetings with staff to review the CP and attendance at the public hearing to present the CP. Mullin & Lonergan Associates, Inc. Page 35