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Home My WebLink About2015-143-E Housing - Urban Design Ventures, LLC for Consolidated Plan $51,000 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Depart cnts1 Use Only] TITLE F NORTH CAROLINA CONSULTING SERVICES AGREEMENT REP-- NCR S90,000 ORANGE COUNTY This Agreement,made and entered into this 31" day of January,2015, ('Effective Date") by and between Orange County,North Carolina a body politic-and corporate of the State of North Carolina thereinafter,the"County")i and Urban Guano Ventures,UM,C Irctc rna.rtet,the 'Consultant') W ITNESSETH: I hat the County and Consultant,t b_the consideration herein named, do hereby agree as follows: ARTICLE I SCOPE OF WORK Scope of Work 1 1 his Services Ap cement("Agreement')`)rs for professional consulting services to he tend-mad Its Connor nt to County with rc_pcft to(insert type of l roiectlthc development of the 2015-2019 C nsolid ed Plan and a 2015 Analysis of Impediments to hart lfousing Choice for the countywide HOME Consortium and the Community mr unity°Level opment Block Grant(CDBG entitlement community of Chapel Hill("ProlecCt 1 1 2 By micyzuting this Agreement,the Consultant represents and agrees that Consultant is qualified to perform and:illy capable of performing and providing the services requited or necessary under this A eement in a fully competent,professional and timely manner 1 1 3 Trine is of the essence with respect to this Agr cement 1 1- The services to be pm-thrilled tnd r this Agreement consist in Baste Seivices,rs described and designated M&.tide 3 hereof Compensation to the Consultant to Bmic Send-cm under this;fig cc r rnt shall be as set forth herein ARTICLE 2 RESPONSIBILITIES OF THE CONSULTANT 2 1 Services to be Provided. The Consultant shall provide the County with all services required in Article 3 to satisfactorily complete the Project within the time limitations_et forth herein and in accordance with the highest professional standards 2 2 Standard of Cale s 2 I The Consultant t shal eXCIe ts:reasonable an and diligence in per formitm ceteicm under this Agreement i r accordance with the hi rest gencimily accepted yr,nd-aids of this type of Consultant practice throughout the United States and in accord ricc with applicable federal,state ne, 1004 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 and local laws and men/nations applicahe to the peiloimance of these services Consultant is solely espontible fit the professional quality,accuracy and timely completion and submission of all »epm/a, drawings, specifications, n|ms, documents and xervi*es 0hpernx#u' "Deliverables")related to the Basic Seviees zzu The Consultant shall he responsible Mr ail en ins Qt.omissions,in the deliver ables prepared av the Consultant 2 2a The Consultant shall cooteet at no additiora cost o the Counts any sad all citoos. omissions,discrepancies,ambiguities,mistakes w conflicts ioany Deliverables prepared uythe Consultant 2 2 4 The Consultant thAi a'sme that all Deliveoahlcs noepated bs it heteunde ate in accordance with app6-co&|"laws,mxtmmxand that sos necessais no appiopuate applications fin approvals are submitted to Terletal,:state and local goyerntnents ot agencies in a timely mannet a.not to delay the Ptoteci 2 2 5 The Consultant shall nA. except as othitwisu ptodded fit in this Anocement. subcontract the performance o(any work vwdei this umonoem without prior written permission of the County No permission for subcontracting shall create, between the County and the mhw*u actor,any contract or any ethyl relationship 2 2 6 .Amy and all employees of the Consultant ouma2ed6' the Consultant iw the per mumanceo/any work v,services required"f die Consultant under this Agreement,shall be considered employees or agents vt the Cot-'suhant erl and rot sit the Counts and any at'd all claims that may 01 miuusdiuo undet any workers compensation v, other law or contract on behalf m/said employees while so unpaged snail be the sole obligation and icipensibtitty of the Consultant 2 2 7 Consultant to enniply with all federal,state and local antidiscrimination laws,rekTelations and policies that relate to the petdsasanec of Consultant's,mvicem under this Agteemen zzx u activities related w the performance of this agreement require specific licenses, certifications,or telated credentials Consultant represents that it andilot its employees,agents and subcontractors engaged in such activities possess such licenses,cetificationsi or credentials and that such licenses certifications,no credentials ate current,active,and not in a state ot suspension in revocation ARTICLE BASIC SERVICES s/ Basic Services 9 / | The Conultano shall pe:futsn as Basic Senvieet the wok and umvivesdescribed keturn and as saccitled hi the couuty`a~nrr Number'Preparation vfuo1»'zmnConsolidated, Plan and the 2015-2016 Annual Action Plan for the munou County HOME Consortium ne'uding the Towns it Laitboco,(lapel nWand Hillsborough,Nor thtatv8uv~and the"1V/5 Analysis or Impediments to Fait Housing Choice for the Orange County HOME Consortium including the Towns ofom,hw".Chapel Hill and Hillsborough,Noah Carolina" for N/A(the DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 e. FP or I P`4 1 both issued Dezember I I,2015;which ate fully inernporated and integrated into this document and identified as Attachment A and B respect yvely together with the i following- Attachments .Consultants Response to the Request fine fficiposals dated January 5, 2015:Ptep:rat on of A hive Yost Consolidated Plan&One Year Annual Action Plan for°ranee Count_,North Carolina(Attachment C)and P:epata_tioo of An Analysis of Impediments to bail Housing Choice for Orange County, North Carolina (Attachment id)(together mfenerl to as 'Proposal" of"Proposals"),SpRscial Conditions(Attachment ii) (designate all a tachm nt) ?r 2 the Basic Services will be performed by the Consultant in accordance with the following schedule: (Inert task lit and milestone dates) a Consolidated Plan and Action Plan fask Milestone Dare I initiate work with local staff and officials February 9,2015 ii Meet with local officials to solicit input/priorities February 2015 Conduct needft public heating Match 3,2015 1 Draft sections of the Con Plan revie w with staff Match 20,2015 5 Prepare raps of demographic data Mach 20,2015 6 Prepare SF 424 Form,Certificates.and Resolution 'Mach.20,2015. 7 Complete fist draft Mn Plan Match r 2015 8 Receive public comments on first Malt March 25,2015 9 Make revisions to draft April"€a '201 5 10 Submit Con Plan and Action Plan to IRID rta MIS May 11, 0115 n l4sis of Impediments Task Milestone Date I Review census and CII.AS data F ebiusty 2015 2 Receive HUD and public comments. February 2015 Roundtable discussion with stakeholders March 2015 4 Examine accessibility issues Match 2015 5 Prepare maps of demographic data March 10155 6 Pt°cpase outline of potential impediments March 23.2015 i Complete first Analysis of Impediments March 71 20.15 8 Receive public comments on Grist ball March 25,2015 o Make revisions to draft Apr"o.7015 10 Submit Analysis of Impediments to MD May 14,2015 3 1 3 Should Counts reasonably d teetnine that Consultant has not met the MIile_torie Dates established in Section 3 I 2 of t_iis Article,County shall notify Consultant of the failure to meet the Milestone Date the County,at its discretion may provide the Consultant seven( ) days to cute the hunch County may withhold the accompanying payment without penalty until. Stich time as Consultant cures the Broach In the alternative,upon Consultant's failure to meet any Milestone Date the County may modify the Milestone Date schedule Should Consultant or its representatives fail to cure the breach within=coven CO days,or fail to reasonably y agree to such modified schedule County may immediately terminate this A=Fi :merit i.n wr t ng without penalty or inclining!rather obligation to Consultant. This section shall not be interpreted to limit the definition of breach to the failure to meet Milestone Dates Revised 11.4. 3 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ARTICLE 4 DURATION OF SERVICES 4 1 Schedulini f Services 4 1 1 The Consultant ltait s tall'schedule and perform his ex isrttes in a timely manner so as to meet the Milestone Dates listed in Article 4 1 2 Should the County determine that the Consultant is behind schedule, may require the Consultant to expedite and accelerate his elicits,including ptnvid r:_g additional resources and working overtime,as necessary, to perform his services in acebrdance with the approved project schedule at no additional cost to the County 41 3 The Commencement Da e for the Consultant's Basic Services shall be effective February 9,2015 ARTICLE 5 COMPENSATION 5 l Compensation for Basic Services 5 1 1 Compensation foe Basic Services shall include all sorrtpensrttivn due the Consultant from the County lot all servi:es under this gree ent except for any aurhorizgd Reimbursable Expenses which are defined herein The maximum amount payable for Basic Services is Fire One thousand Five Hundred Dollars fs5 .500) Payment for Basic Services shall become due and payable in direct Proportion to satisfactory services performed and work accomplished and in amounts no geatcr for each service than proposed in Section IV of the REPS,. Payments will be made as percentages of the whole as Project milestones as set out in Section 3 1 2 are achieved (bon c .nr lr-- t these are 10 Project Tasks ,,irlt Miisi tone Dates roe Cot to/0 tt or-trots it/t r,s«.,'t`'-althe ,nr. 'span Cratint`,anfnoss.dgrr-rt the satisjiletcoy tun Ta.ie ton of T=,sF one =t n t the County's acknovtledgment sisal the second Task has been s=ttsfocto i/o completed Corns at an,may n-oic€fin t e next 10 <of the whole) ARTICLE ti RESPONSIBILITIES OF THE COUNTY 6 1 Cooper ation and Comdinat can i6.1 1 The County has designated Housing,Human Rights is anc Community unit_`De elo 1 e tt Director to act as the County's rentesentatiye with respect to the Proiect and shall have the authority to render" decisions within guidelines established by the County Manager and the County Board of Commissioners and shall be available during working hours as often as may be reasonably requited to render decisions and to famish information r,1 -= the County shall he solely tenp,nsible for determining whether Consultant as satisfactorily completed 'tasks associated with Milestone Dates Upon County's mitten determination to Consultant that a Task has been satisfactorily completed by its accompanying Milestone Date Consultant may submit an invoice hot payment m nt It is agreed that County shall not unreasonably withhold its determination of satisfactory completion of any Task In the event the amount of an invoice is disputed County may withhold payment until the dispute is resolved by Re-,k5ed 101/. 4 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 the patties County c rav also withhold payment on an'licence mud the ails! cttns'completion n a Task by.(onvult nt. ARTICLE 7 INSURANCE AND INDEMNITY 7 I (3eneml Regu€ements 7 1 1 Consultant shall obtain, at its sole expense, Commercial Genetar Liability Insattance. Automobile lnstcaoee. Workers' Compensation Insurance, Piolessional z t iiaty Insurance,and any additional in-uuanc;as may be requited by Owner's Risk Mai:mger as such insurance to uitemen;s ate dc-uihed in the°tang.County Risk Tta,tsfer Policy and Orange County qtr nit Sum Insurance Cocoa-2g`_Requirements(ouch document is it mspototecr t etein by reference and may be viewed at ft,.'ti ..ance.rs .Ti r p lcl avttsg z tract p) It Owner's Risk Manager determines additional insurance cosc_nge is toinited such additional f'inra€c4 shall be desianated Mere'A(l no additional insurance i uited made NIA as being not applicable) Consultant shall not commence tsotk until such inschanee is in effect and certification thereof has been'received by the C-1 it s Risk Managies Indemnity 7 2 1 The Consultant ant ae ees to indemnify and hold harmless the County hors all loss, liability,c€aims o€expense,including aito:trey;fees,arising out of-or related to the Project and wising lions bodily Minty includirm death or property damage to any person or per=sons caused in whole of in pah by the n ,l€gence at misconduct of the Consultant except to the extent some are caused by the neelluettce or willful misconduct of the County It is the intent of this provision to ,equile '1€e Consultant to indemnify the County to the tel extent penmittid. under North Carolina law ARTICLE_E 8 AMENDMENTS TO THE AGREEMENT 8 1 Changes in Basic Services 8 1 1 Changes in the Basic Services mei cr .tleran to additional compensation est change in duration fir this shall' _ �.eerrr nt ,�til ec made bvi a smitten Amendment to k his A meatreni executed by the County and the Consultant The Consultant shell ptoceed to ,e pef foim the Sett.iecs tegt iteca by the Amendment only aiim teeeistng a fully executed Amendment from the Courts ARTICLE 9 TERMINATION } rumination sit Convenience of the County 9 1 1 This Agreement tt Diu he to€tit hated ssithou: cause by the County and for its convenience ieree upron seven(7)days p to \mitten notice the C onsutta?nt 9' Other Termination 9 2 1 The Consultant€,ay terminate this A ecteent based upon the Coun s's matedal breach of this meern ,t ploy hied the County has not taken all icasonahle actions to tented remesic RAE „I 1014. s DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 the breach the Consultant shall rove the County seven(1)days prim written notice 01 110 intent to terminate this Aga:scram-it to:cause 9 3 mei1§„ben After Termination u 3 1 In the event ot teunination,the Consultant shall bc paid that portion of the tees and expenses that it lies earned to the date ot termination,less soy costs or expenses incturcril no anticipated to be'Mewled by the County due to errors of omissions of the Consultant 9 3 2 Should this Agreement be terminated,the Consultant shall deliver to the County within seven(7)days,at no-additional cost.all Deliverables includinn ant electronic data no tiles it:dating to the Project 9-v IV:41191 94 1 The payment ot arty sums ins the County under this Agreement or the failure ot the County to require compliance ha the Consultant with any provisions of this Agreement 00 the waiver by the County of any bleach ot this Ageemcnt shall riot constitute a waiver.of any claim for damages by-the County tbr my breach of this Agreement on a waiver of any other twinned compliance with this Agreement ARTICI,E 10 ADDITIONAL PROVISIONS 10 I Rdationsht of Parties 10 1 1 Consultant is an independent contractor of the County Neither Consultant not any employee ot the Consultant shall be deemed an orticeL employee no agent of the County Consaltantis personnel shalt ant be employees of,no have fury connacrual relationship with,the County 102 Limitation and A=5- met 302 1 line County and the Consultant each bind themselves,then succeissots assigns, and legal representatives to the ti-am'of this,kLueement Neither the County not the Consultant shall aissigin or tangier its interest in this Agreement without the written consent of the other 10 3 Governing Law 10 3 1 This Agreement and the duties, arsponsibilities, obligations and rights or respective patties hereunder shall he governed by the laws of the State of Noah Carolina Consultant shall at all times terrain in compliance with all applicable loch-I,state,and federal laws,rates,and regulations including but no:limited to all anti-discrimination laws It)4 Dispute Resolution 104 1 Any and all suits or actions to enforce,interpret or seek damages with respect to any provision of,or the peiformanee no non-peribrmance ot,this Agreement shall he brought in the General Coutt of Justice of North Carolina sitting in Granite County,North Carolina and it is agreed by the parties that no other court shall have jurisdiction or venue with respect to such Revised 1094 6 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 sUitS or actoors. The Parties may agtee to nonbinding mediation of any dispute prim. to the bringing of such suit or action 10 5 Ftstent et\ooz crossot 10 5 1 This Agreement, together with the Request for Proposals together with attachments distributed by the County and the Consultant's submitted Proposal, all of which constitute the Contract Documents,tesnc.ent_ the entire and integrated agreement between the County and the Consultant and supersedes all onoot negotiations, reseentations 00 agreements, either written or oral In the event cit a conflict among the terms or the Corttact Documents,ent,,t1=e infirmity of documents ents shall be This Agreement,the County's s Revues for Ptoposais,attachments to the County's Request tut Proposals, the Consultant's Pt 1posa1 This Agreement may be ten ed-only by written instrument signed be both piatnes Modifications may be evidenced by facsimile s:otnatur 10 6 Severability I0 n I It any provision of this Agreement is held as a matter or law to be unenforceable,the remainder or this Agreement hall he valid and binding upon the Parties ill? tit neoshr_pofDeliverables 10 7 1 All Deliverables,together with h ail supporting materials,source doctunentation, data collected,field notes,and sic kung.drafts,developed in the per formance cif this L eeme t shall become the ptopeits•of the County and may be used on any other ponjec=without additional compensation to the Consultant 1,he use of the Deliverables by the County.v by any nelson or entity for any purpose Whet than the Project as set forth in this Agi cement-shall be at he tall risk ot the County 10 8 \on i? to oration 10'1.1 Consultant acknowledges that t'Onnt}is a governmental s=tlty,and the validity of =his T}_te sons... is based upon the availability of pubho It nd ng untie: the authonty of its _statutory mandate In the _sent that public funds are unavailable and not appropriated for the performance of County's obligations under this ,Agreement, then this Agteement shall automatically espite without penalty to County immediately upon written notice to Consultant of the unavailability and non-appropriation of public hinds It is expressly agreed that County shall not activate this non-app opr:ati=n provision Sot its convenience or to circumvent the teouttements of this Agreement,hut only as an emergency fiscal measure during a substantial fiscal crisis In the event of a change in the County starring s authority,mandate antler mandated functions, by state antiot federal ,ealslatrso c=t regulators action, which adversely affects County's authority to continue its obligations under. this Agreement, then this Agreement shah automatically tetminate without penalty to County upon written nc t ce to Consultant or such limitation OT change in County's ty's 1 _al authority-. 10 Notices and Signatures Rettstc 1'-'i4 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 _11=1 1 This Aureement touerhr with any amendments of mcaliticata na may be executed electronically All &cum& .i`ratutes affixed hots a evidence the intent of the Patties to &trr'v with Article I IA and Article 40 of North Carolina General Stamm Chapter pter hi 10 92 c notice required be this Agreement shall be in writing and delivered is certifies legiste mail, atom ie eipt requ s o-to the following: Oiaogc County Consultant's Name&Address Attention:IIHRCD Director Urban Desiim Ventures,I I 1 PO Box 8181 Waits a I flaethnd,A l Hillsborough,\e 27278 212 East SesamE Avenue Homestead,tead PA 15120 [SIGNATURE RE PAGE TO 1701,L}W]' Res-=e=1 0 8 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 IN WITNESS WHEREOF,the Parties by and through the authorized agents, have hereunder set then hands and seal,all as ot the day and ye-at first above written couNTy: Ortine County CONSULTANT:Lhban Design Vent:tuft,LLC r—fInmSignsel f7WUILit.- RAAINLYS(11 Mar R4tettl. Borgne Harranersley,County Manager Waiter I Haglund,President Pirated Name and Title nedsea 10.04 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATTACHMENT HMENT A REOUEST FOR PROPOSALS Preparation of 20154019 Consolidated Plan and the 20015-201b Annual Anion Plan for the Orange Counts 11O 1 F Consortium including the rim irs of Cart bruit,Chapel Hill and Hillsborough,North Carolina I, Genera Information .Purpose&Scope The Orange C rmty housing&=Community Development Department(County)seeks proposals from persons or flirts Ctn_altantj that can develop the 2015-2019 Consolidated Plan(the Plan) for the countywide 110Mb Consortium and the Community Development Block want(CD C) entitlement community of Chapel Ff ll The Pla=n will p-cside fulmination Po=the Consortium coca as a whole as well as for each constituent part as required The Consultant will also develop the 2015-2010 Annual fiction Plan Orange County is the lead entity for the HOME Consortium and will administer this Agreement for Services The pecific deliverables for each-section ale detailed below The pinps-rs`l is dee€in of before 5:0t)PM on Monday January 5.Ails The Consolidated Plan shall be completed in draft form by Match 31.2015 and completed in lime/ rlam by Aptil 30, Ti15 h.Contact Person Questions or comments rents c€ ce`ing this ieroiie St lop poops als should be snail.to: James P Davis, Department i*1 iloirs1t ,outman Rights.&Community Development Orange County,NC P 0 Box 8181 Hil,sbotoualt_NC 27278 is a s .:;c i rigc.eountvnc:goy. (919)245)-2488 t_ Method of Submitting Questions Questions concerning this Request fait Noposals Proposals rev be submitted in siting or via email at the addresses listed above The County must receive questions not later than Monday,December 29, 3014 d Submittal Deadlines Proposals must be received by the County at the address listed on section lb above not later than 00 PM on Monday, lao-ocr,° 5, 01$_ this is an in hand -deadline - the Counts- is not. responsible for proposals not delivered for any reason No late traoposals will be considered e. Selection Process The County will assemble a team to ie°ac.t each at the proposals All proposals will be sereened,and one or mine applicants may he interviewed it person o,by phone conference call DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATTACHMENT 1 Selection of hrmts) will he made within two weeks of the due date and set-race arateements executed print to h-end ct January 2015, 2 Scope of Services&Deliverables I be fol o saae is a draft outline for the finished ptoduet(s) A final scope of set-vices will be negotiated with the selected lr nifisy a. 2015-2019-2019 Crrgralidated Plan and 20015401 nnual.lerion Plan Scone The primary basis tot the Flan begins with HUD guidelines 110wcsct.the Plan is not limited to HUD guidelines The Plan shall be completed as its the dime:trans given by the County in particular,the HUD Consolidated Plan Guide and Tools (including CPD Maps) available at HUD Exchange will he used hit gu;dcree lhie housing component of the ConsolidateZ Consolidate Plan will be nix-Tared hor the entire form _azisdietiun HOME Consottrum The Non-Housing Community Development component will be prepared only for the Town r oa Chapel Hill C 00 Entitlement ent Community The Consultant hired will implement a live-step process,which will ultimately address how the Consortium members intend to Mee- the three statue:ay goals(decent housing,suitable lining ens it .'ner ,and expanderecon ot€ic opportunities) Those five steps are as follows: It Provide euitent conditions data(including but not limited to census data,building conditions,comprehensive housing market sandy,homeless nerds,and special populations terxls) All conditions data must he provided tin the entire Consortium ,ttrtt and broken out for each jurisdiction within the Consoititum 21 .-ynalsze Current extradition data and phase into a Statement c Needs(including completion€<t required data tables) s) Provide a Prroriry Rank Pg of Needs di Develop detailed strategies for each jurisdiction addressing those Needs(i e what a d how to accomplish.them) Additionally, the County must comply with CPD Notice 12-009 Use of 1015 to Submit the Consolidated Plan, thus, the Consultant tired will assist the County in utilizing the eCon Planning Suite and the associaterd associated Consolidated Plan Iemulate I Executive Summary The Plan shall include an executive summary that outlines the basic findings of the Plan It shall include anti>ri a ion on both the consortium area is a whole and on the Town of Chapel l-lill as a CillIC entitlement a*mrnun tv sr par retlat 2 Relevant The Plan shall include analysis of current public policies that have an impact on the subject matte. covered This intrudes any relevant local,sate or federal policies This shall be n,.ikc,n DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 A TACHMENT down into two large sub-categmies,as follows The titst is to include ens lortg-nange plans, including area Comprehensive Plans, and the second is to include policies aimed at specific gemnaphic areas or populations I Housing Plan The Plan shall include au housing elements requited by HUD guidelines, including the following Whetevei data on needs and conditions is presented, the information should be tabulated fist the Consortium as a whole and for each member jurisdiction of the COTISottium a. the information is available: a Affordable Housing Needs b Homeless Needs c Special Populations"leads d Housing Matket Summary a Public and Assisted Housing Analysis t Barriers and Irrecnitiss Analysis g Housing Delivery Sy-stems it Housing Ptiototies and Strategies 4 Community Development Plan The Plan shall include a Non-Housing Community Development Plan tot the Town ot Chapel Hill This element will include,at a minimum,the following dements. a Economic Development it Public Services a Public Facilities The Consultant will work din...silly with Town of Chapel Hill Planning Department Staff to develop this plan Public:Involvement PlanICOMMOiliS The Consultant will be responsible'ot advising and coordinating with all member jurisdictions of the Consortium to ensure that the public involvement process lot plan development is at' inclusive one that meets the letter and spirit ot HUD requirements The public involvement process should include focus groups with program beneficiaries, non-profit organization paffnets,and the general public The County and member jurisdictions will be responsible lot public notices and providing logistical support Mt the public involvement process The Consultant, as primary editor, all be responsible tot assembling comments taken and coordinating them with the other parts of the document At the discretion of the County, the Consuitant may be responsible for preparation for and participation in public meetings lir.Time fi ame The Consultant is expected to present the Plan,in draft form by March 31,2015 3 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATTACHMENT t'1 3, Submission Requirements Each piupaser shall submit one bound and one unbound copy of their proposal All pages shall by by 1r single side shoes Proposal_shall be a maximum of ten pages(not c aunting exhibits and attachments) Exhibits and attachment.- referenced in the proposal may be submitted (one copy-) but will not be copied for all reviewers and therefore should not be essential to evaluation of the proposal Please be sure to quantify er organization and key personnel experience with similar projects and.aat shots the relevance of your tutor work to the subject proposal Proposals shall be submitted in a manila envelope with he woods'Response ruse to 2015- Id Consolidated Plan and 2015-2016 Annual Action Plan" printed on the outside of the envelope Each cacti pro;.ossrl must include the following elements to the order stated below: II An introductory ection including the following: a) The nettle,job Cite,address,phone number,fax number and entail address of the primary contact for the applicantt company b) The name,jai title,address phone number,ran number and email address or the person responsible for contract negotiations,ns,i,different lion)above C A brie:history of the proposers organization,including the year organized ownership, and the total number of employees and the locution of offices dl It organization is a Minority ot tSo mere, Business F-neta Ise(51AAV BF) pl=ease identify ownership category 2_) A des riptic n of the o olio set's experience with similar assignments,including the pecit c experience r.the project manager,primary research and analysis start and report writer who are likely to he assigned to this project :l =A description of the proposed process and methodology to be utilized to complete the project,including methods at involving the community,tv,builgy rs,service providers and other special interests for the Consolidated Plan component, 4) A description of any sc,vices or requirements referenced its this REP that the propose!is unable or unwilling to fully pedant),if any,and state reasons tot the same 5} A generalized timeline for completing the major stages of the project Cif the proposed fee fat each component being responded to,broken do si'r5 by major stages of the project All fees including navel expenses should be included Final tee schedule shall be subject to n goo at:on ._} rA minimum of three teferences for.tine•work done by the applicant company within the last five years for each or the component sections being responded to;including uding the name and daytime hc,re number of the contact person MO S!familiar tvith the ootk performed.dates services were provided and a brief description of the work completed for the client Please include a statement or permission tin the County to contact identified clients 8) Provide information on any contracts of this type that was terminated prior to completion in the last five years Provide details of such circumstances ces Proposals must be-submitted i in bald copy by mail or in person Regardless of the method cat delivery,the County assumes no responsibility for not,eccivir==g proposals and all parties should verify that that proposal has been received ptioi to the deadline Applicants should send proposal packets to: 4 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATTACHMEN I A Orange County l-lousing,Human Rights&Community Development Depatiment P0 Box 8151 Hillsborough,NC 27278 Express or hand delivery ddies Onmote County Housing,Outran Rights&Community Development Depattment 100 West To can Street Hilishoiough,NC 27278 ('919)245-2490 4. Consultant's Responsibilities I he Consultant will be fully responsible Ed-prepatation Of the draft Consolidated Plan and Annual Action Plan All such documents will he:provided to the County in Mietoseft Word compatible ibanat,including all tables,charts,maps,etc, I he Consultant will be responsible,for all data collection and analysis,development of draft tecommendations on priorities and sfialegies,and completing all real-ions as determined through the public involvement process It is expccted that the Consultant will attend most of the public meetings and may conduct other meetings and key person interviews independently 5 County Responsibilities The County will he responsible for preparing and executing the Service Agieements with the selected Consantants,and for Met-seeing the entire project The Consuttium member jurisdiction staffs will assist in scheduling and provide logistical support fol primary public involvement meetings Some ueot2taphical intiumation system(GIS)mapping and data sets may be available fiorn the Counts but the Consultant should not ntssrurre specific availability without vcrihying with the County Inc County iceives the tight to a Waite minor deficiencies and icregulatitiesi a Accept or reject any or all responses receiveAd as a result of this REP; a Obtain information concerning any in all proposers horn any'notice' Select tot negotiation or award,the proposal which best meets the selection criteria andlot hest-serves the public interest;and * Negotiate with the successful Consultant with respect to any additional terms or conditions at the Agi cement rot Services 6 Selection Criteria Selection of Consultant(s)will he based,but not limited to,the following aitctia, a Demonstrated pica experience authoring Consotidatcal Plans,patticulaily jurisdiction consortium plans • Stii,7112,background in current conditions data "a a Experience with Housing Market Studies DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 A 1_1.ACT§MFNT r . Experience meeting€€th and working with a€a iet y 01 constituencies,agencies,non- profits,and governmental bodies • Thorough understanding of procedures as outlined in this r teu-st ton proposals • l eaSO able it of projected osp:n es and allocated time s Financial capability to carry out the work program ?. Contracting Process and Schedule The County may contact one or more applicants For interviews after.ze:'ess ang the p oposalu. The County will enter into an Agreement with the selected Consultant(s)by January 31, 2015 fi is'highly likes}that ibderal funds will be used as a handing source for this contract Selected Con ulta t!si must meet federal contracting requirements_. 6 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 :51,•[AC 11 MEN B RE.U EST FOR PROPOS.ALS Preparation of 2015 Analysis of impediments to Fair Housing Choke for the Orange County HOME Consortium including the'1'awuo of Carr Irmo,Chapel Hill and Hill;strot°ugh,North Cat I General Information a.. Purpose&Scope I he Orange Crranty Hoorn ng&Community Development Q fmi 0101€(County)seek_proposals nom persons L7 firms iC- r>ui rant)>hat z.r develop the Si` ,?Analysis t i. lt?j.?tta_h=tic(.use Analysis)for countywide HOME Consortium rind the C"c3.:<r vita' Development Bloc C_,grit JCDBC1 t entitlemen community of Chapel Rill The Analysis is 54+ provide .ff rm3 >r for the Censor visor ,_g,area as a whole whoie as well as fox each constituent pair as tequi.CC Orange County is a_malt county with a total population Of appr;xi a cia'140,000 individuals The Hi iuTiSdiCtifm has one j county,.three t t municipalities,two Housing Authorities,and a Fail Os >n_Assistance ce Pr are(ol,t?°) Orange County is the lead e€nity r n the'IOW Consortium and will adrinuister:lie 4taatxve it for Services The specific: iv I hlcs.fin cach section arc detailed below The proposal is due or or netintc 00 PM on Monday, January, 5_ 20 15 he Analysis of Implements snarl be_o,rat,7 ete?111 di tat fOiM by Match ch .<,` n 1 completed in fi a,inrnm by April € 2015 Is Contact Person Questions or comments concerning nC equest for proposals should be sent t tames F Davis.ir Department of Housing,Human Rights&Community Development [bait=se County,NC Hillsborough,i'0 Box8i81 NC 27278 radarroirorangeeountyne.gov 5)19)2452-455: is Method id Submitting. Onest ons Questions concerning this Request for Proposals may be submitted in writing or via email at the addresses listed above the County.,._s°receive questions oo t later than .y da >December d. Submittal Deadlines Pr posayl must be received by the County r a the address listed in s ctron lb above not later than 5:00 PM on Monday, January 2015 his is an is hand deadline the County is not responsible for 1.o yp.stets not deli-get e 8 for any reason No late proposals will be Considered DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 o. Selection P freer€ The County will assemble a team to review each ot the proposals Si l ploposals will be tee ed and one or o.1e applicants may-she in eiviet> d in poison or by phone conference call selection of hhF t.1 } .made within n weeks i t the due dare and sen tee agreements exec-`uteri p for i the ends tanuar,/2015 c� Scope o Scot ices Deliverables The following is a(haft outline for the finished p.F1 ciqs, A final scope of services will be nety,onated with the selco ch funIEM. 1. Seripe The prr tia, :basis for the Analysis begins with HUD guidelines s I-lc=wea=r,the?\r '?'.1_is not limited_,3 HUD guidelines he Analysis shall be comr)fete t..as to the C tectio,r given by the County hr pa<=ro lat,the HUD Fa.t Housing Guide and other Tesources available at the HUD ttxeh.zirre wcbsite will be used f=_et guidance,includin the July 19,2013 HUD D profs e fot `trio et,F ri error Fait Housing Thus,the Analysis tuld include: ,A terror t ledetal,state and local t:at cools i, :s,administrative policies,t+ro cdwcs and pia-dices in the County or which h impac r a<r housing in the County x An.mac__ ent of how those aws,etc.affects the location,a a_lability and accessibility tl?-honsmg An assessment of e nditior.,both public and private,affecting fail housing.choice On tl` protect al classes 4 An assessment(1t the a ail. iii-n€.t i-tc dable,accessible housing in a range of unit size. Data i em ' include: 1 r'ti li=p policies,p _etcc'and`iti c sites involving l.ous t 11 and housingtelatcd aeti:-i-1_=s: 2 Lolling and land use pohctc_,,ax.arse_ment'aba.,. i_ti9.pine, .-, \attar:•e and c;acnt of rah 11111110 e rr p runty. DemogiRphic pat-tons; 5 1 l QED A data analysis; 6 Results of in ;and 7. Patterns(1 occupancy in both.rr0€serf} uvt,ai and.private rental housing ra era nreel 1- t-P4', v:L:€'reti r C S1.t3)t:,`?1_rr- The Analysis',hall include an e_eeo,irre summary hat outlines the basic,findings i 1 the al sis 1, shall mr.l e mi..tarario-, 0 pot_.the consortium area as a whole a,id on the_1fown of Chapel Hail as 000s. entitlement c mr. nit}in l ri e l;at DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Rt s vant Public t rt is I.be Analyfus shall include analysis of eutrern public policies that have an impact on the subject matter bowled This includes any ielevant local;:state Di fedetal policies -Fhis shall be lIC un down into two hu hinge sub-i tcamimss_as f011ows The- include any 1 rg tar_ Analysis, .�_�tit __to utt including atea C tnnn ehen-i e J-knalysis,and the second is to include policies aimed at specific geographic at efts m pc1Pt;aMms, 3 Public Involvement nt nal -C-_lm i7 t! The Consultant will be responsible for advising and en comdinating with all rnember ituisdictions i t the Consortium nsor iva l.i ensuic that the public involvement rv.0Ccc--s fot. Anal . development is an inclusive e one that meets the litter and spnit of HUD req tot ,its -public involvement noun_.should include focus glow s with HUD ,Slog:am beneficiaries,non-profit C gaa_..a on pantie_ ,and the General public the(:aunt. and menthe!ituisdictions will be Tesponsible tr�a public notices and moviding logistical su :i r�, the public n ,;v meet l- eeSv The COnStlitallt, an primary cam, will be responsible fof assembling ciroinemit- taken and C antliai i tc them with the c=hat l.at._01 the document At the c i,cieti n ni the County, the Consultant may be responsible for pi Emulation fot.and pat tic pelton in public,meetings :10 nm:flame The e C cnsu._nt 1_expected to. went the Analysis,ii.draft form,by Maid'31,2015 Submission Requirements Each;,:l o=set.shull submit one bound d a_ ono.mound copy of doer moravai All pages shall by v _ by `1 single aide sheets poi _shall be a maximum of pages o€COUTd i ctiaibo: and t. anenta) Exhibits and attachments a fege..eel in the ptoposal may be submitted (one eory but will root he copied col all icvicbmis and t=hem-ore should not be essential to evaluation of the proposal al Please be sale.:to quantify organization and kin pel son=_?fl expo cr.. with sia3tilat protects anti'- show the relevance of a prior walk to the subject p101-0 sii Proposals osa i sit-.l be summed art a manila envelope with the woods-Response to 2015 ;:Girl ,0 t 1;p d °nems to Pau Housing 0 hn.ic' pruned on ,_e outside ide oz the envelope Each: proposal 1.t include the tbliowing elements in the 4,den stated below: I)i An introductory section ineludinft thc following: r?) the name,1o< title-add,ess,t.ii__e niri.ahi.,tit i_.umber arid email ,)..loll_of the minium contact tor the ii l tomi company 5) The name,tob ti'ic,adct s:.:__.phone.,_...Li.,fax rnrn.bc.and_rail adchess nut the person responsible_0°cormaet negotiations,it diffetetb limn above t,i A brief history of the moposeCs to r in1Fa.;t,:l_including the year a?ti izefi owneishim and the total numbet emplm,ws nett.the location,tic ot offices di tt of urn iatiuul is a Minot. or WOITICEI'S Business Entraprisc€-51tANTE) please viiintit`, eo-cne- ip ?tegoot.' . 21 A jestEtpti n of ptt=p,3.i°3:s experience with.'I;T li a,assignments,includ I`g the specific expel-mime ot the ptofeet manager,primary Iescati,and analysis staff and yep-t wiaei who ire likely to he 2 se=ed to this project DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 31 A deseliption M the proposed pi ocess and methoth-,-Togy to he utilized to complete the ProJecT Including methods of involving the community service moviders and other special In 1010 4) A description ot any ser,ices ci equitements!efelenced in this RF1'that the propoll unable or unwillim4 to fully paform,if an and 1510 1015001 flyt the same 5) A..Qeneralized tisclitle Tim completing the tmajoi-staees ot the mole-et (.9 I he pi oposc%1 tee for each component being tespondcd to btoken down by maim stages of the pi ojecf. All lees including maul ex,penses.should be included Final fee sehedMe shall be subject to negotiation ) A minimum or liner tefeicmccs to similar work done hy the applicant wmpany within the Ins five yews'fat cach of the component COT 01 beit !tesponded to the name and daytime phone number of the corita-ct person most familial with the,Silk per:famed,dates services were moylde-4 and a bud description 01 the work completW Mr the cbeta Please include a statement of permission tot the County to contact identified clients Si Novide mformaton cm art contracts cn1 This type that was telminarcd prior to completion in the it five yeats Provide details of such ciicumstances Pioposals must be submit-IA in hard copy by 1111 01 in person Regardless of the method of delivery,the County assumes no lesponsibility For not receiving moposals and all ponies should velify that their moposal has been Feceived ptior to the deadline 2 pplicants should SQ.Ild proposal packets to: Orange County Housing,Human Rights&Community Devekvment Department P 0 Box 8181 Hillshatough Ni 27278 Express o;hand delivery addiess Oranw 1001111 Housing,Human Rights&Community Development Depaitment 300 West Tryon Sheet ffilbotoug ,NC 11.3.5 (9 I 9)245-2490 4. Consultant's Responsibilities The Consultant will he fully responsible To;pepatation ot the thaft,Analysis of hnpediments docurnent AU such documents will he provided to the County in Mietcfsoft Wotd compatible Format,including it tables,ca-ts,inaps,etc The Consultant will be re,:,monsible foi all data collection and analysis,development kg dratt ocommendailons on sliategiesiaermn step .and completing a l e visions as determined thigh rho public involvement process I' s expected that the Consultant will attend;mast or any public meetings scheduled during this plocess=and may conduct othci meetings and key pelson intelviews independently 5. County Responsibilities I he County will be responsible its papal-Ma and executing the So-ice Agreements with the selected Consultants,and tot iwelsceing the entne ploject I he Consortium member'jutiSdietiOn 4 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 MATS Win assist in sehedulimt and provide latzistia suppott fin pi imaty public involvement meetings Some gitinwaphicial 110 111151011 system ttii-lS)mapping and data sets may be available flout the County but the COnSultant should not assume specific availabilitY Without verifying tittith Me County the Cfunto resolves the tirrilr to: • Waive minm deficiencies and in enulatities; a Accept ot'eject any ot it tesponses teceivtA as a;emit of this RI P: a Obtain intoimatmm e031C0Ming MY Or all oposers from any soutcei a Select Pat netmtiation oi asotad the ptoposal which best meets the selection criteria andim beat serves the public inteiest:and a Negotiate with the_successful Consultant iNith respect 10. 15 additional terms or conditions of the Agreement for Services 6 Selection C-riteria Seection nit onsuitantis)will be based,but not limited too following cineria: * Demonsnated 0111 experience:conducting Analysis of Impediments pat ticulatly those of tnjili tkdeiiottl natine • snomg backgimind Ii eurtent COrgidirrOrtS data analysis • [Opel once meeting with and\vim king with a vaunt 01 constituencies,agencittia,non - plats and coo enunental bodies • Itimough understanding of moceduies.as outlined hi this segues!.MT ptoposals a Reasonableness it ptoJected expenses mid allocated 11010 a Financial capability to catty out th-e woik pingnam 7 Contracting Process and Schedule The County may contact one or mom applicants Mt interviews aftet ten iewing the mopositds The County will imter 00 10 Atmeement with the selected(onsuimat(s)h hinumy 201 5 h is highly likely that fedei al Mnds toil be used as a titinding soutce rot this conti act Selected ummitanusi 111011 000 tedetal comma-mg INUITe1-310MS 5 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATTACHMENT C A PROPOSAL FOR PREPARATION OF A FIVE YEAR CONSOLIDATED PLAN & ONE YEAR ANNUAL ACTION PLAN FOR ORANGE COUNTY, NORTH CAROLINA DUE DATE: JANUARY 5,2015 AT 5-00 PM SUBMITTED To: ORANGE COUNTY HOUSING, HUMAN RIGHTS AND COMMUNITY DEVELOPMENT DEPARTMENT 300 WEST TRYON STREET HILLSBOROUGH,NC 27278 4 SUBMITTED Y. URBAN DESIGN VENTURES,LLC 3 212 EAST SEVENTH AVENUE HOMESTEAD,PA 15120 PHONE:(412)461-6918 WALTaURBANDESIGNVENTURES,CONI YtANW.LiRBANDESIGNVENTURES.COM S a gURBAN DESIGN 'V--= ENTURES DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 WRBAN $ - IDESIGN ;I:VENTURES December 30,2014 Mr James E Davis,Jr Department of Housing Human Rights and Community Development Orange County,NC 300 West Tryon Street Hillsborough North Carolina 27278 RE Proposal for Preparation of Five Year Consolidated Plan and FY 2015 Annual Action Plan Dear Mr Davis: Transmitted herewith are an original and one(1)unbound copy of our firm's Proposal to provide consulting services to Orange County, North Carolina for its FY 2015-2019 Consolidated Plan and Annual Action Plan This Proposal has been prepared in accordance with the County's Request for Proposals that we received via your letter dated December 11,2014 UDV specializes in planning, consulting, and urban design services We provide planning consufting services for community and economic development projects, housing projects,fair housing plans, redevelopment projects, rehabilitation programs, urban studies and architectural services The philosophy at Urbetn Design Ventures is th provide Warming,consuiting,and architectural services to dents on a personal basis Mid great emphasis on client satisfaction We would welcome the opportunity to work with Orange County,the Town of Chapel Hill,and the HOME Consortium to assist the County's staff,Township staff, and local officials with the scope of services outlined in the REP Our timi has assisted communities in managing CDBG, HOME, ESG, HESG, HOPVVA, NSF, CDBG-R, CMG-DR,and HPRP Federal funds and has been bob ad by HUD for creating model reports We have a thorough understanding of Federal programs as evidenced in our approach and methodology in which we complete our assignments in a timely manner As a principal of Urban Design Ventures, PLC, l have worked with the CD-BC Program • since the passage of the Housing and Community Development Act UDV staff has over seventy-five(7$)years of experience in the field of planning,housing,community .• .• .• ,••• • 1212-Fast 7th kronve..11othcs14-44,PA 15120 i Phethet[412)461-6016 1 int 14121 451-61420 I veth.w.h[harothst1044ht.u[04,[44.41 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 1 development, and economic development We recently completed €tee Year Consolidated Plans using the eCon Planning Suite for the City of Salisbury, Mx,the City of East Chicago.IN;the City of Martin_uurp WV-and the City of Beckley,WV The HUD Baltimore Office complemented the City of Salisbury and our firm in comffieting the plan using the eCon Planning Suite This was the first Five Year Consolidated Plan that was submitted to and approved by the MUD-Ba-timcre Area Office As the President of Urban Design Ventures [LC,l am authorized to bind our firm to this proposal for a period of 90 days from the dew that Orange County's Proposals are due l hereby gb certify that our firm and all of our staff members are not currently debarred andror suspended,nor excluded from participation in Federal Programs As you review our qualifications,if you have any questions please contact our office at your convenience at ( 2) 461 6916 or by fax at (412) 461-5920 For additional information please visit our web address at ra,Urbanfdesi nVentures.bom Vogl ruly your Wafter J Haglund,A President/Principal Enc 1212... x.:ir Avvtie.:-a ste„ 15120 r4, 4:2,4' F:i ( "_)=r492' . aesionverktu DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 'URBAN PROPOSAL FOR PREPARATION OF A FIVE DESIGN YEAR CONSOLIDATED PLAN AND ANNUAL 2 __ ACTION PLAN FOR ORANGE COUNTY, NC VENTURES TABLE OF CONTENTS L INTRODUCTION- A Company Information and Contact Person B Brief History of Company C MBEMBE Participation IL PROPOSER'S EXPERIENCE- A Experience of Firm B Key Staff to he assigned III, PROCESS&METHODOLOGY- A FY 201E-2019 Five Year Consolidated Plan B FY 2015 Annual Acton Plan P.L. SERVICES OR REQUIREMENTS UNABLE TO PERFORM—NOT APPLICABLE V. TIME SCHEDULE- A Milestones&Dates VI. PROPOSED FEEDS FOR SERVICES- A Lump Sum Amounts VII. REFERENCES A List of Contacts VIII. CONTRACTS TERMINATED—NOT APPLICABLE IX. ATTACHMENTS A List of Clients and Services Provided B Resumes DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 2URBAN PROPOSAL FOR PREPARATION OF A FIVE DESIGN YEAR CONSOLIDATED PLAN AND ANNUAL IVENTURES ACTION PLAN FOR ORANGE COUNTY, NC I. INTRODUCTION— A. Company Information and Contact Person: Urban Design Ventures,LLC Walter J Haglund A A,President/Principal of Firm 212 East Seventh Avenue,Homestead,PA 15120 Phone:(412)461-6916 Fax:(412)461-6920 Email:waft urbandesignventures,com Website warw.urbandesianventures,com B. Brief History of Firm: Urban Design Ventures, LLC was established as a planning consulting firm in 2002 After 35 years in the field,Walter J Haglund,A I A founded the firm along with Karl M Haglund UDV has begun its thirteenth year of operation and has seen steady growth from being a single individual to now having six(6)full time employees and two(2)part time employees. in addition, UDV is now serving clients in fen (10) states: Pennsylvania, West Virginia,Ohio, Indiana, Illinois,Georgia,Mississippi, Carolina, Wisconsin and Maryland UDV's growth has come from word of mouth from its current clients In FY 2014; UDV provided technical assistance and support services to clients by obtaining and administering approximately$54 million in Federal and State funds. Urban Design Ventures, LLC provides planning consulting services for community and economic development projects, housing projects, redevelopment projects, rehabilitation programs, urban studies, and architectural services The philosophy at Urban Design Ventures is to provide planning, consulting, and urban design services to clients on a personal basis,with great emphasis on client satisfaction Since 2002, UDV's staff has assisted large Federal entitlement communities to small State entitlement communities to manage over$350 million in Federal funds This includes: Community Development Block Grant (CDBG), HOME Investment Partnership (HOMv1E); Emergency Shelter Grant (ESG); Emergency Solutions Grants (HESG); Housing Opportunities for Persons with HIV/'AIDS (HOPWA): Community Development Block Grant - Recovery (CDBG-R), Community Development Block Grant - Disaster Recovery (CDBC-DR); Neighborhood Stabilization Program (NSP): Homelessness Prevention and Rapid Re Hosing Program (HPRP): Economic Development Initiative (EDI); Brownfield Economic Development Initiative (BED); and US Department of Agriculture=Rural Development Community Facilities DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Urban Design n Ventures was incorporated on September 19,2002 as a Limited Liability Company, under the Laws of the Commonwealth of Pennsylvania. The officers are Walter J Haglund,At k, President,and Kari M Haglund,Vice President 1 Secretary Employer 10 Number=0E- 1648008 DUNS Number=18-692-3046 C. MBE/WEE PARTICIPATION. Urban Design Ventures, LLC is not a MBE#WEE firm The firm does quality as a small business firm in accordance with IRS definition I, PROPOSER'S EXPERIENCE— A. Experience of Firm. UDV performs services for client communities for the preparation of Five Year Consolidated Plans, Annual Action Plans, Consolidated Annual P€rfomtance Evaluation Reports (CAPER), Environmental Review Records (ERR), Analysis of impediments to Fair Housing Choice (Al), HOME Consortia,Federal housing programs,Citizen Participation Plans, Section 3 Plans, Section 108 Loan Guarantees, Brow=nfield's Economic Development Initiative ( ELl), PA Redevelopment Capital Assistance Program(RAP).etc The total Federal funds that UDV assisted communities to manage in FY 2013 through FY 2014 included: COaG> HOME 550 HOPWA 1;., Tat G YIS Ailz?ea�r�s' $36,820,512 66,125.555 63=wv=�0a; sea-e;. 6.46,57-A31 1 i i FYr14 - 343,245 451 I 57 415,043 2.498,268 $72'1 5S l 433 863 3 ,a65 Allocations' 1 Fiala:*Thee total account ci HUD alloy-atom reduced due to Federal cols_ Included in the Attachment Section of this Proposal is a listing of various client communities and the services that GOd'has performed tot those clients.. Our staff has assisted and prepared or is in the process of completing the following Five Year Consolidated Plans and Annual Action Plans using the new eon Planning Suite: pity of Pittsbergh PA - _ Cat--of Mat-WAWA WV- - FY 2013 Annual Action Plan „ =Y 2014 Annual Acton Plan - 1. o #-Y 2014 Annual Action yarn c FY 14-2016 Five Year Consolidated Plan i o FY 2015.2019 Fee Year Consolidated Par: o Fl"2015 Annual Action Plan o FY 2015 Annual Action Plan I City Clt r t tl Baia tic 10 FY 2-.315-2019 Five Year Consolidated Plan iLIO FY 2016-2019 Five Year Consolidated Plan o FY 2015 Annual Action Pin o FY 2010 Annual Aclioc Plan City 01 th441 Wv Ai by CRP*,ty,pA- . FY 20 -2013 Five Year Consolidated Plan o FY 2013 Annual Action Plan c FY 2015 Annual Action Plan.--- - F1'2014 Annual Actkcri Ptar CIAr at Weirton,WV i CRY Re Sharon,PA-- - ....FY 2915-2010 Five Yae;Consolidated Pan DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Five Year Consolidated Plan 1 a FY 2015 Annual Action Plan 1 a FY 2015 Annual Action Plan gay ofl3eckle,WV- Wn9101119191fialljEPA— - - o FY 2014-2018 Five Year Consolidated Plan j a FY2015-2019 Five Year Consolidated;Plan 1 a FY 2014 Annual Action Plan 1 a FY 2015 Annuai Action Plan a FY 2015 Annual Action Plan !CitySet Mekeesmd,HA, j City of East Chicaao.IL— a PY 2014 Annual Action Plan f a FY 2013 Annual Action Plan a FY 2015-2019 Five Year ConsolidaW Plan a FY 2014 Annual Action Plan 51 FY2015 Annual Action Plan a FY 2014-2018 Five Year Consolidated Nan 1 1 MunidA011.40:414918-5t01-911;PA— 1 a FY 2015 Annual Action Plan I a FY 2015-2019 Five Year Consolidated Plan 1 C-Ity of Jaffa;ltele. a FY 2015 Annual Action Per 10 FY 2015-2019 Five Year Consolidated Plan ilteehlat'Cquety: a FY 2015 Annual Action Nan 1 a FY 2013 Annual Action Plan City ot Salisbury,hip o FY 2014 Annual Action Plan 0 FY 2014-2018 Five Year Connolidated Plan 1 Ciltyinifjioanistowil PA— j no FY 2014 Annual Action Plan a FY 2014 Annual Action Plan tanyat Anrapoliej1 MD FY 2u15-2.19 Five Year Consolidated Plan a FY 2015-2019 Five Year Consolidated Plan I a FY 2015 Annual Action Plan ro FY 2015 Annual Action Plan CN-01 Altoona PA— _ _ 1 city of Ha.arstown,MO— I 1 a FY 2018-2019 Five Year Consolidaltud Nan a FY 2015-2019 Five Year Consolidated Plan a FY 2015 Annual Action Plan Ff 2015 Annual Action Plan of Elyria,-OH t- I Fy2ca52913 Five Year Consolidated p14, 1 0 FY 2015 Annual Action Plan B. Key Staff to be Assigned: Our firm has the personnel and ability to undertake assignments in an efficient and timely manner Waiter J Haglund would be the project manager for this project He has over 40 years of experience in the field of planning, community development, and economic development Our firM'S experience is based on the qualifications and expertise of its staff which has a combined experience of over seventy-five (75) years of experience_ The key personnel to be assigned to perform the required scope et services outlined by the Orange County RFP will be: lt Walter J.Haglund • Contact person for the assignment • Establishes work schedule • Reviews previous studies • Reviews projects/activities for eligibility • Assist in preparation of Five Year Consolidated Plan and Annual Action Plan text Attendance at meetings 2, Jon G.Haglund— • Prepares the Five Year Con Plan&Annual Action Plan text • Attends meetings with County staff and officials • Prepares status reports on progress of assignments • Prepares public heating notices DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 3. Karl M.Haglund— • Assists in preparation of activity and project budgets ▪ Assists in the preparation of Annual Action Plan text 4. Katherine L.Baumes • Analyzes data and prepares reports,maps,and charts • Prepares text for newspaper notices • Prepares resolutions 5, Jonathan B.Russell o • Assists in preparation of background data for the Plans • Prepares the Citizen Survey Forms and follow-up interviews ▪ Assists in research and preparing the summary of the citizen comments and surveys Included in Attachment"S"are the resumes for the key staff who will be involved in this project III. PROCESS AND METHODOLOGY e Urban Design Ventures has assisted numerous cities in the development and preparation of applications for funding under the CDBG, HOME, ESC, and HOPWA Programs. We have prepared applications using the various HUD formats, and have completed applications using the new IDIS eCon Planning Suite HUD is novr requiring all CDBG Entitlement Communities to prepare their new Five Year Consolidated Plans using the eCon Planning Suite A. FY 2015-2019 Five Year Consolidated Plan: Urban Design Ventures will prepare the Orange County's Five Year Plan in accordance with the HUD Guidelines using the eCon Planning Suite, and the Consolidated Plan Template in IDIS Oct ne, and the Community Planning Development CPDt Maps website The Five Year Consolidated Plan will contain the following elements: • Executive Summary. A brief summary of the program,the goals and objectives,sources of funds,etc Identification of Lead Entity or Agency Which Will Be Responsible For the Development of the Plan. The administrative structure needed to implement the Plan will be described along with the roles and responsibilities • Housing and Homeless Needs Assessment. The estimated housing needs over the five(5)year period will be described using the 2010 U,S Census data American community Survey, the updated Census Reports,the HUD CHAS data tables,local studies and information obtained from meetings and interviews. Categories of persons affected and estimated numbers and types of tamilies in need of housing assistance will be listed The community's housing needs will be described for the extremely low-income, very low-income and low-income families for renters and homeowners: the elderly, large families,small families,and persons with disabilities DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 The housing needs will be described for persons.'families that are cost overburdened, large families who are residing in overcrowded conditions and substandard housing conditions in which low-income persons:`families are residing for both renters and homeowners, compared to the overall t housing conditions in the surrounding area and the State The nature and extent of homeless persons in the County will be documented using information obtained from social service agencies and operators of emergency shelters, transitional shelters and supportive housing providers - A housing needs assessment Wit be included for persons with HIV and AIDS based on available data from agencies An estimate of the housing units in the County that contain a lead-based paint hazard, including the number of low- income occupants of these housing units will be shown. • Housing Market Analysis. Our firm will undertake a housing study to determine the significant characteristics of the local housing market for the HOME Consortium Area including supply, demand,condition,cost,and availability of housing Areas with concentrations of racial e h Sic minorities and low- income families,graphically shown on maps l: The number of public housing units and federally assisted housing units,their physical condition,waiting list,and plans for improving management and op cations of public housing Identify the public housing developments outlined in the PHA's Comprehensive Grant Program Homeless facilities for emergency shelter, transitional housing,permanent supportive housing and housing needs will be described The plan will describe the special housing needs, facilities and services for persons who are returning to the community from institutions The barriers to affordable housing such as public policies and the cost or incentives needed to develop, maintain or improve affordable housing • Strategic Plan. We will list the County's general priorities foi allocating funds geographically within the Town of Chapel Hill UDV will describe the basis for assigning the priority, identify any obstacles to meeting underserved needs and summarize these priorities and specific objectives. For each specific objective UDV will i-t nt=:fy proposed accomplishments in quantitative terms Priorities for the Strategic Plan will be prepared in the HUD required format,describing the basis for assigning priority. UDV will prepare specific objectives and how the local housing market ll influence the use of funds. Preparation of the homeless needs table and description of the local's strategy Special needs housing for the frail elderly,disabled,persons with HIV/'AIDS,etc will also be listed DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Priorities for non-housing community development needs will be incorporated into the Strategic Plan. This will include public facility and economic development activities UDV will describe the strategies to address and eliminate any barriers to affordable housing, actions to eliminate and reduce lead-based paint hazards,and reduce the number of poverty level families Descriptions will be provided of the institutional structure, activities to enhance coordination between public and private housing providers and public housing resident initiatives• ConsultationlSurvey. Through the planning process our firm will meet with the Orange County staff, the HOME Consortium Communities, Chapel Hill officials, County and local agencies, authorities,and stakeholders Community Development Staff — we will interview and meet with the local staff and personnel to ascertain needs and priorities for economic development projects Other Departments, Local Officials, Agencies, Authorities — separate meetings will be held with individuals,departments and agencies to obtain their input. Resident Survey—our firm will prepare a resident survey, for the local jurisdiction to distribute to residents Stakeholder Meetings a we will organize,with the County's staff assistance, a series of round table discussions for citizen input from various stakeho gets in the area Various groups will be invited to separate meetings: i-e.. housing providers, social service agencies, economic development agencies, ne.ighborhood citizen organizations, planning agencies, local officials,financial institutions, etc UDV will prepare a sample questionnaire to be provided to each stakeholder prior to the meeting • Citizen Participation. UDV will work with the County's staff and local officials to follow its Citizen's Participation Plan and make recommendations for changes as may be required As a part of the planning process our firm will attend two(2)public meetings: Public Hearings—the UDV will prepare the required public advertisements of the two(2)required public hearings UDV staff will attend these public hearings, address citizen's comments and present a summary of the proceedings_ • Approval Process. We will be in constant contact with the County's staff during the planning process We will provide status reports and'draft'sections of the Five Year Consolidated Plan for review We will present our preliminary findings and discussion of needs The County's staff and others will be asked to establish priorities. UDV will provide the local staff with a daft`plan prior to the second public hearing We will be available to assist the staff when the plan is presented for approval UDV will address all questions and concerns, and make the necessary adjustments to the plan prior to final adoption DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 • Final Document. We will submit to HUD the Five Year Consolidated Plan through IDIS Three copies and an electronic copy will be provided to the County and Town of Chapel Hill B. FY 2015 Annual Action Plan: We understand the types of services required to prepare the FY 2015 Annual Action Plan utilizing the latest eCon Planning Suite in IDIS The Annual Action Plan will contain the following elements: • Form HUD-424. Completion of the new HUD form for signature by the appropriate local Officials, Other resources that are utilized for leveraging and match will be listed • Executive Summary. Our staff will prepare the Executive Summery which will identify the available funds, strategies and objectives and activities to be unde;naken,. • Summary of Priorities, Goals, Budgets and Anticipated Accomplishments. We will prepare a listing of the five year strategic initiatives, which initiatives will be under taken in the annual action plan,and the number of persons benefiting • General Questions. Our staff will address the HUD general questions in the latest IDIS format which will include a description of the geographic areas of the County,what was the basis used to allocate funds by geographic area,, what hinds being used to address undersenred needs,and wha t resources are available • Managing the Process. We will describe what agencies are administering programs the process used to develop the plan,and ways to enhance coordination among agencies • Citizen Participation. Our staff will describe the citizen participation process used, prepare the notices to be published in the local newspaper, attend the local governing body's meeting to adopt the Plan,and prepare a summary of any citizen comments. • Institutional Structure. Our staff will describe what actions the County proposes to undertake to improve the institutional structure • Monitoring. We will describe what actions the County will utilize to monitor its projects and sub-recipients. • Lead Based Paint. A description of the extent of lead based paint hazards and what actions are being undertaken to reduce and'or abate lead based paint • Specific Housing Objectives. Our staff will prepare the listing of specific housing objectives,priority status and available resources • Needs of Public Housing. We will meet with the staff of the local Housing, Authority and review their plans and needs of public housing,and the housing authority's performance rating • Barriers to Affordable Housing. We will prepare a narrative on the barriers to affordable housing and what actions are needed to remove,reduce,and eliminate barriers to affordable housing • Specific Homeless Prevention Elements. We will address the areas and issues, including: what sources of funds are 'available; the extent of homelessness and chronic homelessness in the area; programs are in place or proposed to prevent homelessness; the DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 discharge policies from state institutions and how is it being coordinated; the transitional housing resources; the permanent supportive housino resources;and the ether special housing needs in the County • Community Development. Our staff wili prepare the required narrative on what are the priority community development needs Antipoverty Strategy.We will prepare a narrative on actions to be undertaken to reduce the number of persons Wig in poverty • Non-Homeless Special Needs.We will prepare on outline of the local non-homeless special needs housing and resources • Resolutions. We will prepare the resolution for consideration by the local governing body using the local format • Certifications. We will download from HUD Clips the latest certifications and complete them for signature by the local officials • Activities. Our staff will prepare the individual write-ups for each activity to be funded: including the performance and outcome measures IV. SERVICES OR REQUIREMENTS UNABLE TO PERFORM There are no services or requirements referenced in the County's RFP that the firm of Urban Design Ventures is unable or unwilling to fully perform Our firm has performed all of the requested services for numerous clients over the past twelve(12)years V. TIME SCHEDULE A. Milestone&Dates: The following time schedule is proposed by the UDV staff for review and consideration by Orange County: 1. Month One—February 2015 Initiate work with local staff and officials Review existing studies and census data Review timeline schedule with staff Prepare a questionnaire/survey form for local staff review Prepare a list of housing providers, social service agencies and other stakeholders_ Prepare survey form for stakeholders for the County to send out letters invitind them to meetings Meet with various department staff on community development needs, Conduct roundtable discussions with stakeholders and others Meet with local officials to solicit input and priorities Prepare summary reports of meetings and discussions Prepare the newspaper notice for'needs public hearing Prepare an outline of census data and HUD CHAS data Conduct"needs"public hearing DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 2, Month Two-March 2015 - Meet with the local Housing Authority Prepare summary of citizen's comments Prepare draft sections of the Plan and review with staff - initiate the process of inputting data into eCon Planning Suite. - Review and if needed make revisions to the Five Year Strategy and Needs Assessment_ - Prepare maps illustrating the demographic data 3. Month Three-April 2015 - Prepare the SF 424 Form,Certifications,and Resolution - Complete"first draft Plan" - Finalize with staff,their'draft'review comments Review with local officials their review comments of the "Initial Draft Plans" - Prepare ad for public hearing and display of documents - Place the"Final Draft Plans"on display for public review and comment 4. Month Four-May 2015 - Attend the second public hearing on the"Final Draft Plans" Make any changes or revisions to the documents - Attend the local governing body's approval of the Plans - S,dbmif the Five Year Consolidated Plan and Annual Action Plan to HUD through IDIS 5. Month Five/Six-May&June 2015 - Address any of HUD-Office staff questions and comments Approval of the Five Year Consolidated Plan and Annual Action Plan VI. PROPOSED FEES FOR SERVICES- A. Lump Sum Amounts: I Five Year Consolidated Plan = 526,500 2 FY 2015 Annual Action Plan = S 500 $33,000 Note: These costs are inclusive and consist of all indirect costs such as travel,printing,postage,telephone,expense,etc. VII. REFERENCES- It is recommended that Orange County staff contact client references to-ascertain the quality of our firm's work and experience in preparing Five Year Consolidated Plans and Annual Action Plans,as well as other strategic planning initiatives DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 A. List of Contacts: • City of Pittsburgh. PA — Mr Mike Petrucci, Assistant Planning Director,. City of Pittsburgh,. Department of Planning; 200 Ross Street, 2ne Floor, Pittsburgh, PA 15219: (Phone) 412-255-2211, (Fax)412-393-01551;(Email)mike.oetrucci @ottsburohpa,gov • City of Salisbury, MD — Ms Deborah J. Stem, Director of Community Development; 125 North Division Street, Salsbury, Maryland 21841; (Phone) 410.334-3031; (Email) dstam ci.salisbuty.md.us • City of Durham, NC — Ms `Nimur Conyers, Federal Programs Coordinator, 807 E Main Street, Building 2, Suite 200, Durham, North Carolina, 27701, (Phone) 919-560-4570 Ext 22277, (Email) w ismur.co hersdurharnnc. ov VIII. CONTRACTS TERMINATED- UDi has not had any contracts terminated prior to completion ever in the past twelve years of the company's existence IX. ATTACHMENTS- There are two attachments to this Proposal: A. List of Clients and Services Provided: CDBG and HOME Entitlement Communities B. Resumes: Key staff to be assigned DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 E ATTACHMENT`°A": f Commonwealth of Pennsylvania City of Farrell-Centennial Piece Project Community l JCE Office of Community Dovotopreart 400 Devo;opment-.pub.pubile improvements io support of Hann St ,of 2e Poor low/mod income housing, ( 0 000 0 a tion 108 i Harrisburg,PA 7120-022 Loan) • City or Monoseen Pam ham and Nee-Evor00 , 1 Dev0 hart-Loon to private enterprise for job j I Contact: creatior (52:001,000 S ator?105 Loan) j r Mn Ed Geiger:Director t Bcs o s Department Storey Economic Development [ Center for Community Development -Loan to pronto enterprise lot krb creation and Phone: 20-7407 j reteni.cn {$35000 C-3 En im i; _.foss Fan-717-214-5416 City of Carbondale Pioneer Plaza-Economic 1 Ernst efleiOer state.Da.us Development-Loan to private enterprise,.Cr Joh l creation (64,000 000 Section 105 Loan) t City rrr Jeannette South Sixth Street ftot fa)<_ai on- 1 Cernmunity D vofooment-public rnprovem cats in support of.€04tt'"'00 Menme housing ($900,000 Section 108.Loan) i O Soirtor e Township Berlin-Prank Sew- Project- - Community Development-n ta,ia.ion.of sea = improvements and public u+Imes (S1:100,000 Section 108 Loan) • 84 Lumber Company-Economic Development-Loan to oevete enterprise for job creation and reterbori. (5156120,000 Soo en 100 Loan) • City of Monessen mis r Economic j 00vstopmeni Loan o private enterprise for lob creation (58480-001 Section-ma Loan) Lackawanna County-SLIB 3-Economic Development-Loan to primate ::t r s For 1cb oreaton and r ender 152 x.000 So-Corn 108 Loon) City of Pittsburgh,PA E _ Reformatted Five-Year Consolidated Plan Dertr=t of Planning [ t FY 2007 Annual Action Plan 200 Rosa Street 2°Floor t Fl 2008 Anneal Action Plan 1 Pittsburgh,PA 15219 = t FY 2009 .nual Action Plan I - _ Fr 2010-2014 Five-Year Consolidated Plant Contact: . FY 20010 Annual Action Pan, Mr 0vto Fstrucoi,Assistant Planning Dinoaor t FY 2011 Annuai Action Pan Phonic 412-255-2211 j • FY 2012 Annual Action Plan i Fax.412:393-015: 1 .. FY 2015 Annual tion Plan(eGnv Mannino Suite) I mom:miku.petruceleritisburylipa,:cv _ t FY20-4 Annual Action Plan 100-n Planning Suite) it FY 2005 CAPER • FY 2007 CAPER t rf2002 CAPER • FY 2004 CAPER • FY 2010 CAPER • FY 201C CAPER l ] t FY 2012CAPER 4 FY 2013 CAPER(eon Mannino&lite) 2637 Analysis of Impediments to Fair`lour rp.Coo ne • NSF Applications for the Stimulus Fonds . 1-[PFP Applications r 11-a Stimulus fiords CD F Aapllc tions for the Stimulus Funds 2012 A olioi8 of impediments to Fair Housing Choice - EEC,Substantial Amendment of the FY 2011 Annual Action Plan trr t Assistance Ar e Fedsrai r pn _ ae ' IDLE _. DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 i 1 Allegheny Co€enty,PA 2337�x art is of lmoed t on S to Fair four nno Choice 1 t Allegheny County Economic Development FY 2010 Annual Action Pan One Chatham Center FY 2010-2014 Fiver-Year Conseliciated Plan i 112 Waeh ngtoe Piece,Suite 900 • FY 2011 Annual Action Plan Pittsburgh;PA 15219 • FY 201€Annual Action Plan . FY 2013 Annual Action Plan)oven Planning Suite) i 11. fact. . FY 2014 Annual Action Plan(oCon Planning Stole) Ms Christine Degbinsni,Project Manager . FE 2010 CAPER i hone,..412-350-1 oe 1 • FY 2011 CAPER. Fax 41€ 2 2217 FY 2012 CAPER Email:cnrial`te.ddrrbirak ellegthe 3; unt6.njo . FE 2013 CAPER t COr Panning Suite) . E-S5 Substantial Amendment of the FY 2011 Annual Acifion Plan `. Technical A';.stance with the Federal Proorar o Nitinicinaiity of Penn Hilts,PA . 2007 Ara€ySis_of Impediments to Fair Housing Choice 12245 Ftankstewn Read .. 2015 Analysis of Impediments to Fair Housing Choice I 1 P^sburgh PA 15225 Contact: Mr Chris Blackwell 1 Phone:412-798-2128 : Fax;412-798-2180 m it cb acSwot Foe t it l.rzr.,. City of Sharon,PA - FE 2005 Annual ual Act a I r unty veelopme> - . FE 2005-2009 F YearCorsi dater Pan l 'rr 1 .a West Connally Bled . FY 2010 Annual Ac_lus Hien 1 I Sharon,PA 18146 . FY 2015-2014 F,e-Year Cara;'diatrad Plan • 2010 Analysis of linpsMirneets 00 Fair Housing Choice Content . FE 2005 ERR I Mr Scot Arrdrejchas City Manager . FE 2007 ERR r Phone_724-4113-22-32 l • FE 2000 ERR Pax:724-983-1931 I • FY 2009 ERR Email, m rSc4vatoharor,rwt FY 2010 ERR FY 2011 ERR Y 2012 ERR FY 2019 ERR i • FY 2015-2019 Five-Year Coesnlidat er Ptah 1eCun Plan-lung Sake) • 2015 Analysis of Pape-Pimento to Fait Housing Choice I • Technical Assistance with the Federal Programs '-i-City Of McKeesport,PA . FY 2 05 Annual Acton Alan 00 Filth Avenue FE 2005-2-a19 Five-Year Consolidated Pla McKeesport,PA.1E132 2005 Analysis M Impediments to Fair Housing Choice • FY 2007 ERR Contact: • FY 2006 ERR Mr A 4 T deu , it FY 2009 ERR Community-evelopment Diregtor • 2011 Analysis of Impediments to Fair H u_nc Choice Pherr_412-675-5020 • ,cY 2014 Annual Acton,Ptar(eCo-Planning Suite) Fos:412-675-5049 . Technical Assistance with the Federal Premieres she 1 Email:al re Wes rtckeeseart-00.006 j I0IS • FY-`2013 CAPER City of Lebanon,PA 2011 Analysis icif impediments to Fair t to n f a Choice- I 400 South gin Street.Roam 210 t FY 2010 ROME ERR Leharn,n PA 07042 . FY 20 COBB ERR • FY 2005 COBS Amendment ERR Cant-am: . PA RACP Application Ms Melissa E uinones . Technical Am ist n e with the F ederal Pro gams Community ity Develo Trent Administrator Phone_717-225-4467 Fax.717-274-2482 Fatal r:€suinan-stilienr?nr'a.am Northampton County-PA i . FE 2210 ERR I DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 1 I 1 i Dept-.of n- and Ecan.N • Sent on 3 Pan 683 W6 Sinolon Street Eaton,PA 18042 Contact: 4s.Lori 536 Y„sky cirr pity Development Administrator Phone:610-559-32200 Evil 2 I Fax:610-529-3775 r rna: S W603 _ntirtharn t f8r minty.r e 1 Washington County PA Wash County 84 Lumbor Company Economic 9 Redev..Authority of the Co my ct Washington = Development-Loan to private enterprise for cb 100 West 58ali Str68', Soite 503 [ creation and ret sti X35,=30,000 Section.108 Loan) Washington,PA 15301 1 rev Brenda Wiillarnsou C086 and HOME C rdinatar 1 :Phoone:724-223-6875 _ ; _ax:724-228-6829 Email:b r as williatm3€i ;ocal.061 - City of Martinsburg WV • =Y 2004 Animal Action Plan I City Roll,232 North Queen Sbact i • FY 2005-21109 F YEar C c isot`riatod Plan Martinsburg,WV 20401 1 • FY 2003 Annual Action Plan • FY 2005 Annual Action Plan Contact: 1 v Reformatted R -0-or Cenac dater'Plan - is Nancy Shrine,CD Gi r10-tor 1 • FY 2007 Annual Action Plan Phone;2,04-264-2131 Ext 278 ? • FY 3008 Annuel Acton Plan Fax:304-284-2137 j • FY 20 9-2013 Five Year Consolidated P t1 Email:nalrin ormartlnsburo.orc1 1 • FY 2000 Annual Action Pan FY 2010 Annual Action Pan • FY 2011 Annual Action Plan FY 2012 Annual Action Plan I • FY 23 Annual Action Pon FY 2305 CAPER • F'200e CAPE FY 2007 CAPER • F?2f8)08 CAPER 1 • FY 2009 CAPER • FY 2010 CAPER • FY 2011 CAPER I • FY 2012 CAPER • FY 2013 CAPER • CD -t A i_ - ica2rcrrs#c the Stimulus Pure • 2010 Analysis of impediments to Fair-ou I?19 C:O ne • F,`201420i6 Five Year C of aedPlanfeCon Planniing.Suite) 1 • FY 2014 Annual Action Pion teCon Planning Suite) • 2014 Analysis Impediments to roar Housing Choice • Technical As,19t r ce with the Federal Programs 6 tots City of Huntington WV --- Fl`� Annual A on Plan ---- 800=i a3 nee,Cr}Heil • FYI 306 F a Ye r Consolidated Plan '...• Huntington,87 .u a • FY 2°55 mrpdai Action Plan • FY 2006 A. a Action P€a-r IContact: • :fiefo m ti a Five-Year Consofidated Plan Mr Charles Holley Director,Dept.of Development FY 2007 Annual Action Pan &Manning FY€C, 3 Annual Action P Phone:304-89,3-4486 FY 009 Annual Action Pla n Fax:304-398,4458 • FY 2010-2014 Flue Year Consolidated Plan Erns,.._l~o€iev@ic tvotlurrt no on,o€n I • FY 2010 Annual Action Plan I I v FY2011 Annual Action Plan • FY 2012 Annual Action Plan I 1 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 FY 2013 Annual Action 1 ,r = FY 2014 Annual Action Plan = FY 2005 CAPER = FY 2009 CAPER • FY 2007 CAPER • 0Y 2005 CAPER = FY 2003 CAPER • FY�201x0 CAPER ��'i = 3 1 2011 CAPER = FY 2012 CAPER = FY 2013 CAPER 2007 Analysis of Impediments to Fa ir Housing Choice HPPP Appcat cans tor the Stimulus Funds = CC G R Applications€or the Stimulus Funds _ 2011 Analysis of impediments t_Farr Housing Choice. :. = EEG Substantial Amendment of the FY 2011 Annual Action Plan _ Technical A,,istar e veatt the Federal Pray arcs and ;DIR City of Wheeling,WY FY 2005-2009 Five-Year Consolidated P.:lan -_ CitytCearay Baildind,Room 305 = FY 2005 Annual Action Plan 1500 Chap tine Street _ FY 2006 Annual Au 3n man Wh ei€rg WV atth.23 = Reformatted Five-Year Consolidatad Elan = FY 2007 Annual.:tan Plan Contact = FY 2002 Annual t n Plan Ms Nancy Prager,Director,Dept of Economic and _ FY 2009 Annual Achon Plan Community Oeve-epma 8 = FY 2010-2014 Five Year Cor€ao_da;ed Plan Phone-304-2343717 5717 = FY 2010 A anua_Aet orr Plan Paa;334-234-3520 = FY 2011 Annual Athon Plan rc aae mciti theel=n0 ar-om - FY 20 Annual Action Plane • FY 2018 Annual Action Plan _Y 20-i Annual n Pare = FY 2005 CAPER • 2006 CAPER • FY 2007 GAPER = FY 2008 CAPER 7777.. = FY 2009 CAPER = FY 2 10 CAPER = FY 2011 CAPER = FY 2012 CAPER = FY�:201:3 CAPER it 2009 Analysis of Impediments to Fair Housing Choice • Technical Assistance with the Federal Programs an 1015 City of We€loco sv = FY 2005 2003 Fab-Year Consols lee Plan 200 Olciaa Plaza = FY 2005 Annual 17x0 Plan Weirton.WV 26-062 = PY 2006 Annual Aohan Pan i ,Pet m tt Five-Year Ca^onr- a.ed.Pan ContucO = FY 2007 Annual Action Flan Ms Beth Gaughan,COED Administrator = FY 20-5 Annual Aston Plan Phone;304-707-8516 = FY 005 Annual Action Plan ,x nr4-797-3519 = FY 2010 Annual A on Pian a_.eft _admit o moir n o€in Fy 0220102204 Frye Year G nvalidafed Pan FY 2011 Annual Ac-on F-2n • PY 2012 Annual Action Pan = _FY 2013 Annual A ten Plan = FY 2014 Annual Action Plan �. _ FY 2000 CAPER ',.. FY2006 CAPER FY 2007 CAPER = F`2003 CAPER P22 00 CAPER DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 1 l • r 2010 CAPER I • FY 2011 CAPER FY 201-2 CAPER • FV 2013 CAPER I rY21111FRO l • FY 2012 ERR- '-Y 2013 ERR i ' 2009 Analysis of Irr oAAmonta to Far Hat, t Technical jai;-ton with the ctaral:Programs and MIS ' City of Morgantown,WV ......... ........_ • 2009 tv of,sis 0.Impted,mon o to Fog Housing , Choice 1 0.99 Spice&m et • FY 2003 CAPER Morgantown,920 29505 I • FY 2009 CAPER 1 Y 2010 CAPER • Contact FY 2011 CAPER 1 lir David Flott,Community Development Director FY 2012 CAPER -tone:304-284-7505 i • FY 2013 CAPER Can P annin Suite) Fax:304-284-7430 1. Technical Assistance with the Fedanial Programs and I Email:ohe 1 W cl rofo otcantoar ar: lL[S { I City of Charleston,WV . FY 2010-2014 Five-Year Consatiaated Phan May s Office of Bonn and Cc m: non i .. FY 2010 Annual Aston Plan 06 t c tarrd Street. 1 . 2011 Analysis of Impediments to Fair Housing Choice 1 Charleston,WV 2301 .. Technical Assistance `t'the Federal Pragr.; s I Contact Mr Brian Kir`g,C:e-:iar I;err oes afire of Economic and Community r 1 Development Phone:304-348-8035 • • Fax:2.741-348-0704 : Email:ha-Win: ::rlchortonton,era • • City of East Chao,IN i • FY 2kil O Annual Action Plan. Department of Redevelopment I • FY 2011 Annual A€,en Plan 4320 Larkspur S,4treet,P 0 Box 435 P • FY 2012 Annual Action an .East Chicano,IN 46312 I . FY 2013 Annual Action Plan feCan Planning Gale) • FY 2009 CARERS Contest °' 2010 CAPER Mr Nicholas smith • FY 2011 CAPER P ,e 219-391-551.3 FY 2012 CAPER .219-391-551:3 FY 2013 CAPER lie0on Planning g Saito) - rail: sm to ens Chime.o,got i • Harbsy Area NRSA Reogrt • Ii sca n:Ma A=aiatan . • Rental Policy , . FY 2014-2012 Five Year Consolidated Plan feCor. Planning Suite) FY 2014 Annual Action Plan re on Planning Snag) j 224 Analysis at impediments to Fair Hi-savor Choice i aJ on Dro mssp 1 City of Gainesville,GA • FY 2010§ S _. ___. 1 Henry Ward Way Guinesvana,GA 30501 rrtact Mr'r.Chris Davin Housing Division Manager Phone:770 31.-8581 'Fax:770-535-2474 Email:erias is@ l a€ne rl.o o City of Gulfport,8S • 2312 Analysis at impediments,r1 Fair H 0s nc:Choice 1410 247 Avenue l Hardy B l a,FM Fluor E Gulfport,MS 39502 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Ms Karen C.McCarty I Coromunify Dave lopmeM Department a Phone:.22€-865-5735 i. Email:k car(S` oc4l oft-m4.00v 1 City of Durham,NC . 20-2 Analysis of Impediments to Fair Housing C;nice 907 E.Main St,BIM) 2 Stn.2000 = FY 2015-2010 Five Yam Cor ndated Plan(Under Durham,North Carolina 27701 Contract) i Y 2015 Annual Action Plan(Under Connect) Contact: = FY 2015 Analysis at Impedimenta to Fair Housing Ms Wilmur Con aro Chu-c (Under Contract) j =Federal Pi-comma mma Coordinator Community Davelopmont Department i Phan.:91E-5604570. Ext 22277 iI EmMii Wii msr,0on era @drirharrir?v_;-ov €. Manlolpahty of Norristown,PA ] • 2012 Avo,yo s of impediments to Fair Ha,.s n-=Cho 123`East Air.Street - • FY 20 2019 Rya year Cnnacadatod Pan(Ender Norristown,PA 34401 CS=ntrar.., , = FY 2015 Annual AdiMn P=a, (tinder Contract) -Contact: k 5,Jayne,a?ossony'e Planning&Municipal Development. : t4 Phone;61G-270-0450 Email:imu on y no€coo in,or. Wyoming County,PA = FY 2411 ER ......... ....._. 3 133 S.3 Bailey Road = CO OR Application P.0 Box 350 = FY 2013 CDSG Application i NichoNom PA 18446 • Technical Assistance with the,Federal Pr-a-u a i Contact i Wyoming County Hou ing and Redav Authority j Phone:573-94_-6155 Email;a wchr. 5psx.rtet or sh wichro rout' r cam City of Kenosha,471 f 2312 Analysis of Impediments to Fair mousing_Choice 425-52 Street,Room 304: Kenosha,WI 53140 j Contact , Mr Tony Gulinhe Community Development Specialist i Phone:25-6534039 Emil:toelichneikencatmo-_, Abington.Tovmship,PA. 2012 Analysis of Impediments to Fair Housing.Choice 11746 Old Yard Road . FY 2013 Annual Action Plan Abington,PA 19001 1 . FY 2014 Annual Action Plan; • FY23/33ERR rnac = FY 2012 CAPER Mn Van Srra`:e°,Director CCBr` R Application Office of Community Development ! P tam 267-536-1M1-3 Email: richar__77.33))Tioimicasimm City of Ch r,PA -. --i Technical Assistance with the Federal Programs Managed by C-otter Enanc^ric Development FY 2013 ERR Authority = FY 2014 ERR 35 East.5T Street,.1•'Fr-or _ €Y 2035-24I9 Five Year Consolidated Plan aCon PO BOX 437 Planning Suite) - i Chester,PA 19016 I Contact: I Ms.JOA°u Rua-c DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 i I I Chester Economic Development €,� ru_rite: l 1 4.7-7850 € Phone:6104 Email.s d,no 1 Lehi 9h County,PA t FY 2013 Annual Action Plan leCon Planning Suite) , 1 Lenin:a County Government Center i FY 2014 Annual Action Plan-(oCon Planning Suite) S 17 South Seventh re-t t FY 2013 RR Allentown,Pennsylvania 1810.1 I t Technicei Assistance with the Federal Programs and i f ICES i Contact: : `Ms..Peuretta Gilfo11 l COBS'Program Coordinator Phone:.(610)752-3555 _ r ail a e in i uncounti,o_r= City of Salisbury,51D t FY 2014-2016 Favor Year Consolkiad Plan reCcin i ii 125 Nod,Division Se-ea: Planning State) € Salisbury,Morytarto 21501 FY 2014 Annual Actor-.Pies teCo:Planning Suite) Contact:: t 2014 Analysis of Impediments to Far Housing Choi Director of Community tiny-doom cr_it 1 Phone:(410)334-3031 '- t i4 ;l: mar me 1, tG rn - City of.tolrsfotn,PA -___-'-1 • FY 2014 A nua€Action Plan Cos Planning Suite; 401 Main Street v 2V2015=201 P F.,.3 Year Consolidated Plan(eCon i Johnstown,PA 15904 Planning.Sui e) FY 2015 Annual Action Plan re-con P rg Suite] I Content! t FY 2013 GAPER 1 Ms Renee Daly t Lech ill a Assistance with the Federal Programs wit 1 Director,Community and Economic Development lOiS I Phone( 8141 535-5516 3 t FY 2014 Analysis el impediments to Fair Housing I ms,;rdaty` coittjn coni Choice. City of Brie,PA. Technical A Assistance stn t Federal Programs and Hoorn$�i 525 Slat. Street ILiSp -.rla,PA 1'501 t FY 2015 2019 Five Year Consolidated Pan(oCon l ] Planning Suite) l Contact: Meanie Johnson Assistant Director pt.ot Encinomt ant Communty Development Pt ne::(514)870-1277 Email:entohnsone 5e .us 'City of Beckley,WV . FY 2014-2018 Five-Year Consolidated Plan(eCon 409 South Kanawha Street Pear ro Suite? 9ack oy,WV 25802 t FY 2014 Annual Anton Plan(eCor Floors .g S,nta( Citizen Participation Plan Contact t 2014 Analysis of Impediments to Fait Housing Choice Ms Angela L King 3 - Technical Assistance with The Federal Programs Grant Administrator P,ono:( 04)2.5E-1759 Errs€l:dello 0 beckte•r.oro .City of Altoona,PA s FY 2015-2019 Five-Year Consolidated Plan(e-Con Altoona City Strew Suite 4L)0. Ptonn o it 1501:12"' rsvf ( t FY 2015 Annual Acton Par(eCon Planning Suite -Altoona,RA 16501 t FY 2014 Anatys of impedimenis to Fair Housing, Chalice Contact: = I. ,9; Lee C Summer AID€ 1 ' D rec:o l ing A€tnrre rater i 1 Department of Flaunt-10 a.d Comr;bn:y Du,/ l 6 Phone: 4)949-2470 1 Email:G 1 e: aYc ape av i DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 'City of JOHOL,IL. • FY 2015-2012 Five-Year Consolidated Plan(6Con 150 West Jefferson Street Piaonirto Sole) inliet.IL 60432 FY 2015 Annual Ant bn Pion ilernn Planning Suite) enntant 1 kir Atirsdo Mokssio Jr AICP Onectinir ffninhigortgind Ssiviceo Division Phone!015)724-4100 Erna!!!antelesioeloliotilv.org !!! DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 AtIAHM€NT°6" WALTER J HAGLUNO, A I A g�� - -- Pre d r Fria iPa VENTURES SUMMARY OF EXPERIENCE QUALIFICATIONS Urban Design Ventures,LLD,Homestead,PA 2002-present Founder&Principal of Firm Responsible for p av dlna technical assistance to client communities, grants wrong, application preparation,implementation services and studies- Prepares architectural designs and drawings for h..using developments as well as urban design studies for both public and private clients Project Manager for four C BG HO IE Client cool ram hies in Pa'-ms.earla,West Vaginia,and Indiana Muffin&Lonergan Associates,Inc,Pittsburgh,PA 1990-2002 Vice President Project Manager and Prirteipal=,n Charge for five Federal COED Entitlement Communities. including two HOME Consortia. Project no,arageg are Principal in Charge for three State Small Cities Entitlement C€rnmonities Responsible for preirridino technical assistance, grantsmanship, and planning consorting service_to each of the above federal and state entitlement: ommiinitrCS in West Virginia and Pennsylvania under the Community Done.ceme tt U.rylr Grant,'-1Oi`v E Investment Pamnerallo and Emergency Shelter Grant Programs. Prepared applioations for todere ly assisted housing proorams under the HUD Section 202 and 811 Housing Programs. and continued to provide housing consulting services during the construction phase. Responsible for providing consultation and research on tederal regulations. Community Programs,inc„Pittsburgh&Allentown,PA 1979=1990 Vice President Responsible for oversight and management of the housing and community development programs of the fame clients in Western Pennsylvania.Cho.Maryland and West V€.gl€t a Preparation of all of the firm's L'DAC applications for clt nts in ;West Virginia Sr d Pennsylvania. Preparation of zoning ordinances and comprehensive plans. Redevelopment Authority of Allegheny County,Pittsburgh,PA 1969-1979 Executive Deoctor&Chief Planner Responsible for preparation c:urban renewal plans and modifications to the plans ri°eaocnslole for urban design studios.and downtown revitalization projects Supervision of a staff of over 50 employees EDUCATION: Syracuse University,Syracuse,NY Bachelor of Architecture with minor in urban planning- DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 IIRBAN - - KARL M. HAGLUND !DESIGN _ -VE-NTURES Vice President/Principal SUMMARY OF EXPERIENCE&QUALIFICATIONS: Urban Design Ventures,LLC,Homestead,PA BOOB-present Vice President and Treasurer Assisted in establishing the firm and filing the Articles of Incorporation Responsible for all the financial aspects of the firm, including payroll, taxes insurance, invoices,etc Responsfbie for preparing,presenting,and managing company finances Responsible for providing technical assistance to client communities, grants writing, application preparation,implementation services and studies Project Manager for COBS,HOME,ALIBI,ESG,HESG,and HOPWA client communities in Pennsylvania,West Virginia.and Indiana Preparation of Five Year Consolidated Plans, Annual Action Fians, Consolidated Annual Performance Evaluation Reports (CAPER'S), Environmental Review Records (ERRls), Analysis of impediments to Fair Housing(AI),and day to day questions on projects_ 1 Assist in preparing redevelopment area piarWproposais for redevelopment authorities Preparation of economic development applications and programs for client communities, Preparation or protect feasibility reports for mixed uses developments, Preparation or Section 108 Loan Applications,financial closings,and bond issuance Preparation of Part I t and I of the Histerlic Tax Credit Applicatio.ns Assisted in the development of the codification of the Tax Incremental Financing(TIE)districts to Inc Baum-Centre Redevelopment Area,the North Shore Stadium Redetnelopment area and Uptown Redevelopment Area to the URA of Rimburgh Responsibie for the preparation of the financial data analysis, underwritinn, repayment schedule,and applications for the PA Section 108 Loan Guarantee Project Kaufmann's Department Stores,Pittsbutgb,PA 2001-2002 Assistant BuyeeExecutive Management Trainee Sesponsibie for providing technical assistance and management for a $t 2 million sales department for all the Kaufmann's stores Responsible for tracking sales and market trends Responsible for the preparation,including writing,graphic de-sign,and layout for presentation of various sales promotions Responsible for providing consultation,technical assistance in be orderina and budgeting for the department for alt the Kaufmann stores EDUCATION: Syracuse University,Syracuse,NY Bachelor of Science in Finance and a minor in Economics DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 R_ � N JON G. HAGLUND O 11 U. SENIOR PLANNER tVENTURES SUMMARY OF EXPERIENCE&QUALIFICATIONS: Urban Design Ventures,LL C,Homestead,PA 2009-e resent Planner Provides project management assistance to Gent so imuni+Os Assists in preparing redevelopment area plans/proposals for redevelopment authorities Assists n the preparation of grant requests and applications for funding Assists in preparation of program analyses for client communities Assists in the p,epars:-101 of strategic plans Provides technical assistance to client communities Innovest Financial Management,Inc,,Pittsburgh,PA 2007-2009 Vice President of Portfolio Management Responsible for developing individualized portfolio management solutions for institutional and individual investors by Linderstending client s needs defining€ a€istic investment objectives to meet client's needs, establishing the right asses mix for each investment went ®art€o.;u and developing sensible Envestment policies designed ,o achieve clients stated investment objectiveS Respons ible tor servicing client accounts, providing account reconciliation services and creating aisle asset analysis and performance coons for both held and nor;held client accounts Fleming Financial Services,Inc„Pittsburgh,PA 2002-2007 investment Ana Provided back office support and investment analysis for a boutique financial amm'so=y firm asset s ic.,aticr models, determining investment aeiect or, executing trades and reporting account performance New York Life,New York,NY 2000-2001 Agency Trader Filled and processed institutional and individual investor security orders on flee York Life trading desk on a non °isc-e,onsr basis T.Rowe Price,Baltimore,MD 1998-2000 investment Representative Processed mutual fund trades, serviced investment accounts, and answered sharehuider questions concerning T Rowe Price mutual funds'investment objectives, risks and market pertorn snce EDUCATION: Johns Hopkins University,Baltimore,MD Bachelor of Ads in Biology DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 URBAN KATHERI NE L. BAURNES !VENTURES' PLANNER SUMMARY OF EXPERIENCE&OUALIFI ATION : Urban Design dentures,LLC,Pittsburgh,PA September 2012-present Planner Provides project manaoenlant assistance to client communities Assists in preparing redevelopment area plans/proposals for redevelopment authorities Assists in the preparation of grant requests and applications for funding Assists in preparation of program analyses For client communities Assists in the preparation of strategic plans Provides technical assistance to client communities. I. YMCA of Greater Pittsburgh,Pittsburgh,PA April 2012-September 2012 Grant Writer Wrote grant applications for YMCA of Greater Pittsburgh Local Government Academy,Pittsburgh,PA May 2107March 2012 Project ec onsur ant intern Administered a series of =1 trainino programs over eight months as a :realance Project Consultant Assisted with the planning and hosting of dozens of training everts as an intern Analyzed program statistics and cent demographics for various projects Oakland Planning and Development Corporation,Pittsburgh,PA Nov 00 Sept 2010 Property Manager and Grant Complianco Office, Managed the Oakland Neighborhood Parmership r rotza;3 and administered its annual grant allocation of$452.,000 among six community partners Managed Oakland Planning's rental portfolio consisting of 82 affordable housing units Obtained Assisted Housing Manager certification Coordinated the ownership transition and rehabilitation of a 30 unit apartment building Oakland Transportation Management Association,Pittsburgh,PA Arty 2008-October 2005 Support Staff/Program Staff/Program Administrator Prepared grant applications Organized and managed four community outreach programs and events EDUCATION: University of Pittsburgh,Pittsburgh,PA 2008 Graduate School of Public and International Affairs Master of Public Administration University of Pittsburgh,Pittsburgh,PA 2002-20 Bachelor of Arts in Political Science and Cornmunintions DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 IURBN _ JONATHAN B. RUSSELL V NTURES PLANNER SUMMARY OF EXPERIENCE&QUALIFI ATIONS: Urban Design Ventures,LLC,Pittsburgh,PA March 2014-present Pfannat Provides project management assistance to client communities_ Assists in the nreparat.a-n of grant requests and applications for€und ing Assists in the preparation of strategic plans Provides technical assistance to client communities Urban Redevelopment Authority,Pittsburgh,PA May 2013-Atreus!:2013 Intern Acted as a contributing wri:or to the HUD Larimer Choice Neighborhoods Implementation Grant Application(CMG) 'Brigaded in community planning and consensus building for the,;rimer CMG Worked to prepare a PA Department of Community and Economic Development GCEG) Keystone Communities Grant Application for Wood Street Commons Assisted developers to complete and submit multiple Pennsylvania Historical & Museum Commission Section 106 Project Review Forms Hourglass Foundation,Lancaster,PA May 2012-February 2014 intern ond Wohmastor Responsible or the Content of the organization's weosite and Facobook page Wrote a monthly article on the First Friday Forum the orea 1isatio.n hods on issues fa ling Lancaster County Historic Preservation Trust of Lancaster County,Lancaster,pA May 2011-August 2011 Intern and Grant Officer Worked to monitor and maintain easements on historic buildings and properties Applied for and received&5,000 in grants to host a torim to raise awareness of the proposed demolition of the Mayor Hess Farmstead Served on the preservation action committee, responsible for identi°ving key properties in Lancaster County at risk at demolition or alteration EDUCATION' University of Pittsburgh,Pittsburgh,PA 2014 Graduate School of Public and international Affairs Master of Public and International Affairs - Concentration in International Politioat Economy - Specialization in Public and Nonprofit Management West Chester University of Pennsylvania Honors College,West Chester,PA 2012 Bachelor of Arts in History,Magna Corn Londe DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATI ACHNNI 1) A PROPOSAL FOR PREPARATION OF AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR ORANGE COUNTY, NORTH CAROLINA DUE DATE: JANUARY 5.2015 AT 5:00 PM 0 SUBMITTED To: ORANGE.COUNTY HOUSING, HUMAN RIGHTS AND COW/1MM DEVELOPMENT DEPARIMENT 300 WENT TR YON STREET HILLS BOROUG11 NC 27278 SUBMITTED BY: URBAN DESIGN VENTURES,LEG 212 EAST SEVENTH AVENUE HOMESTEAD,PA 15120 PHONE'(412)461-6916 gm„Ea@LIRBANGESIGNYENTURES,COM wgvw.URB,ANDESIGNVENTURES COM '-'URBAN EDESIGN _ _ .IIENTURES DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 t � !URBAN DESIGN VENTURES December 31,201.E Mr James E Da -Jr Department of Housing,Human Rights and Commuffity Development Orange County,NC 300 WNes_Tryon Street Hillsborough ltorit Carolina 27278 9 ' i t C. Proposal for Preparation of an Analysis of Impediments to Fair Housing Choice Dear Mr,Davis. Transmitted here w th are an original and Brie(1)unbound copy of our firm's Proposal to provide oonsuffing services to Orange County, North Carolina for its Analysis of Impediments to Fair Housing Choice This Proposal has been prepared in accordance with the County's Request for Proposals that we received via your . mail dated December 11,2014 UDV specializes in Mannino, consulting, and urban design services We provide planning consuland stervices tor community and economic development pry cts, housing projects,,air housing plans, redevelopment lent D o ects rehabilitation pro-grams, urban studies,and architectural services. The hilosophy at Urban Design'Tent es is to provide plannino,csnsu tng,and architectural services to clients on a personal basis with great emphasis on client satisfaction [ We would welcome the opportunity to work with Orange County,the t=own of Chapel Hill,and the HOME Consorkum to assist the County's staff,Township staff,and with local officials with the preparation of an Analysis of impediments to Fair Housing Choice We have a thorough understanding of Federal programs as evidenced to our approach and methodolouy in which we complete our assignments in a timely manner As a principal of Urban Design Ventures,1,1C,1 have worked with the 0000 Program since the passage of the Housing and Community Development Act UDV staff has over sever tY foe(75)years of experience enc� n the field planning,tpisirg.community development, emffinornio development We recently completed 4 A l b this year for - ...201 06 A,,ruu.ram64_641,PA 15120 66224.2 1012 40 606 1 ax.24121 461 6206 1 226442.0060426124242124240406 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 the City of Salisbury,LW t e pity of East r,caeo, h+ the City of ilia_l^s ?�o ._;are the City of Beckley,`':v Over the past five yeas we have prepared 20 Al's and we are under contract to prepare an additional 14 A l's As the Presrd nt of Urban Design Ventures,LW,I am authorized to bind our firm to this proposal for a period of 90 days from the date that the Orange County's Proposals are due i hereby certify that our firm and all of out staff members are of currenity debarred andlot suspended,nor excluded from participation in Federal Programs AS you revare our qualifications,if you have any questions please contact our office at your convenience at (412) 461-6916 ci by fax at (412) 461-6920 For additional infor;-ratcn please visit out web address at: 3 LlrbanDeslonVe.turea corn [ Very iy yo rs, Walter J Haglund,Ali± P reside tt Pl incrp al Ens ,t r,'osr 7th .efuo,Vi treed,P 15:25 ; h ;441 3 Fl 5.5-5 F S .?i - x.. C<, _ ;u,�l:v3t�i � Yp,3ItIFe � 1 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 .,`_21.1REIAN PROPOSAL FOR PREPARATION OF AN !DESIGN ANALYSIS OF IMPEDIMENTS TO FAIR trVENTURES HOUSING CHOICE ORANGE COUNTY, NC - . TABLE OF CONTENTS L INTRODUCTION A Company informationICoritact Person B Brief History of Company C MBE WBE ParticipatIon It PROPOSERS EXPERIENCE- A Experience of Firm B Key Staff to be assigned PROCESS&METHODOLOGY A FY 2015 Analysis of Impediments(Ai) V. SERVICES OR REQUIREMENTS UNABLE TO PERFORM—NOT APPLICABLE V. TIME SCHEDULE A Milestones&Dates VI PROPOSED FEE FOR SERVICES- A Lump Sum Amount VII REFERENCES A List of Contacts VIII CONTRACTS TERMINATED—NOT APPUCABLE IX ATTACHMENTS A List of Clients and Services Provided B Resumes DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 • URBAN PROPOSAL FOR PREPARATION OF AN DESIGN ANALYSIS OF IMPEDIMENTS TO FAIR VENTURES HOUSING CHOICE, ORANGE COUNTY, NC INTRODUCTION A. Company Information/Contact Person; Urban Design Ventures,LLC Waiter J Haglund,MA.President/Principal of Firm 212 East Seventh Avenue,Homestead,PA 15120 Phone:(412)461-6916 Fax (412)461-6920 Email:watt @urban esionv€ntures com "lrbstte w tiw_uroandesionventures-c;m B. Brief History of Firm: Urban Design Ventures, LLC was established as a planning consulting firm:in 2002 After 35 years in the field,Walter J Haglund,A I A founded the firm along with Karl M Haglund UDV has begun its thirteenth year of operation and has seen steady growth from being a single individual to now having six(6)full time employees and two(2) part time employees In addition, UDV is now serving clients in ten 10)states Pennsylvania, West Virginia,Oho,Indiana,Illinois,Georgia,Mississippi,North Carolina, Wisconsin and Maryland UDV's growth has come from word of month from its current clients In FY 2014, UDV provided tecn,car assistance and support services to clients by obtaining and administering approximately$54 million in Federal and State funds Urban Design Ventures, LLC provides planning consulting services for community and economic development projects, housing projects, redevelopment projects, rehabilitation programs, urban studies, and architectural services The philosophy at Urban Design Ventures is to provide planning,consulting,and urban design services to clients or a personal basis,with great emphasis on client satisfaction Since 2002, UDV's staff has assisted large Federal entitlement communities to small State entitlement communities to manage over$350 million in Federal funds This includes: Community Development Block Grant (CDBG)i HOME Investment Partnership (HOME): Emergency Shelter Grant (ESG); Emergency Solutions Grants (HESG); Housing Opportunities for Persons with HIV/AIDS (HUPWA); Community Development Block Grant - Recovery (CDBG-R); Community Development Block Grant — Disaster Recovery (CDBG DR) Neighborhood Stabilization Program (NSP), Homelessness Prevention and Rapid Re-Housing Program (HPRP); Econoric Development Initiative (EDI);Brownfield Economic Development Initiative (BEM); and US Department of Agriculture Rural Development Community Facilities. DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Urban Design Ventures was incorporate on September 19, 2002 as a Limited Liability Company, under the Laws or the Commormiealth of P errnayf aria The officers are Walter J Haglund,A 1 A.,President,and Carl;xf Haglund,Vice Pr sidettt t Secretary Employer ID Number s 06- 1648008 DUNS Number 18-692-3046 C. ma E BE PARTICIPATION: Urban Design Ventures, LL is not a MBE!' EE firm The firm does qualify as a small business filar in accord with IRS definition IL PROPOSER'S EXPERIENCE A. Experience of Firm. X1174#perfarrra services for chant...communities for the preparation af Fife Year Consolidated Pram, Annual Action Plans, Consolidated Annual Performance Evaluation Reports (CAPER), Environmental Review Records (ERR), Analysis of impediments to Fair Housing Choice (All, HOME Consortia,Federal!musing p ograma,Citizen Participation Plans,, clan 3 Plans, Section 108 Loan Guarantees, Brownfields Economic Development inLiati•o (BEN), PA Redevelopment Capital Assistance Prccram(RCAF),etc Included in the Attachment Section of.his Proposal is a list- of various fern communities and the services that LIDV has performed for those ;I ma Our staff has asaiated and prepared or is in the process of completing the following Analysts or Impediments to Fair housing Choice. 1 mi P itt:hri ti PA --- I Cr at Kenai-rem WV is FY2007 Analysis Impediments o Ft 2007 Airabisim et Pa ped:mean... ! '; F 2 0 e 2012 Analysis of impediment _v FY 2011 Anal als at€:eadirmn . FY 2015 Art imsbilrnentn i I 'r0ettzta,kilt .,.9 Co hem N - s Fit 2000 Anaiyaa ct Impediments 0 FY 2012 Analysis ai Im dery nt _ I 0 FY 2015 Analysis c 0 FY 201 Arz na>i l paidrnyarts [, �t>z Weirs .WV . I 141 nY C:a,:nr,€'A_ '€=Y 2000 AoR.Pvs s 0i!m °dirn-eats Y 2M7 Ainalsals re Impediments FY I2'01,5 Anal as 0€ling lisr:Erus Cry 'Shin,tA- GO atfiac toy V'V- 'R' €n FY 2010A e of iram`e man _.. C FY 2i'it'�Any'-�s _. I aw unce4lrnants FY2015 Analysis Ytimpsrents City of srto l A eT.tLn 'YPr hlp, PA a FY pia Aria.-- al trpod,mar.s =. e FY 2012 Analysis at Impediments Oily at CPo dais,WY r 0 FY 2015 Ariatits of iiiiiiaMenanis a FY 2011 Analysis et linEadknoris of:00,Yn i i5 of es Ch 00 1L Y u' 5 Analysis a 1t r ants I a FY 201 fins;.ts at tro30 5or;*s FY2 t Analysis€rimpadrre- '_ rCa:c[i .Aim a FY 75 Analysis of imeedirn ras =a FY ,2 Anafinis c impel men: DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 v FY 2012 kaaa o o of lreondirnenls•_ ',is FY 2014 Aratvo .of inn i en o L s FY'201sA eedoof irr: enento 0 FY 2015 And,y cctI dir rds Cityes`A'tcgne.PAm ,;;t oC Y err--'v', . e FY 2014 Iyos of Impediments a 0 FY 2015 Analysis oii impatittents i ! # mil+-z#t Ka ,Wt _ - - - t Citv of f, Eh . o Ft 2012 A Jo of irittiedisisino t. FY r"tO15 A,ol#s of itrimilineeto ' 00 Me v;; c l€€ m 1 o I Fri ziatis Analysis or t=r enis Bi Key Staff to be Assigned: Our firm has the nnel and ability to undertake assignments in an efficient and timely manner Walter J Haglund would be the project manager for this project He has over 40 years of experience in the field of planning, community development.and economic development Our firm's experience is based on the qualifications and expertise of its staff which has a combined experience of over seventy-five (75) years of experience The UDV staff mil assist Orange County based on their expertise end experience and they will be responsible for the following assignments: 1. Walter J.Haglund • Contact person for the assssrgnmenidnrolect manager • Reviews previous studies • Determines impediments • Reviews zoning ordinance and land use plans • Assists in preparation of the A • Attendance at meetings 2- Jon G.Haglund- • Prepares the Analysis of'impediments • Attends meetings with local staff,offidals,and stakeholder' • Prepares status reports on progress of assignments • Prepares public hearing notices.etc 3. Karl M Haglund • Assists in preparation of text for A • Reviews the HMDA data • Reviews the HUD F H complaints • Reviews the HUD—CHAS Bata 4. Katherine L Beurnon • Ana:yzes data and prepares sections of A i DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 • Summarizes meeting minutes • Prepares maps and charts for A • Prepares resolution 5. Jonathan B.Russell • Assists,n preparation of background data for the A 1. • Prepares the Citizen Survey Forms • Follow-up interviews • Assists in research and preparing the summary of the citizen comments and surveys • Assists in analyzing the HMADA and CHAS data Included in Attachment'B are the resumes for the key staff who will be involved in this project ill. PROCESS AND METHODOLOGY Urban Design Ventures has assisted numerous cities in the development and preparation of applications for funding under the CDBG, HOME, ESC, and HOPWA Programs We have prepared applications using the various HUD formats, and have completed applications using the new ISIS eCon Planning Suite HUD is now requiring all CDBG Entitlement Communities to prepare their Analysis of Impediments at the same time as the submissfc l of their 5 Year Consolidated Plan A, FY 2015 Analysis of impediments to Fair Mousing Choice: Based on our previous experience in preparing A l s.our staff will perform the following work tasks and sub-tasks: • Perform Research and Review of Background Data: The UDV team will perform the fotovrrg research and review of the local background Information: - The local and state building,occupancy, health and safety codes. Tne local accessibility design standards Local laws and ordinances that may affect the availability of housing forminorities.families with children,female headed' households,the elderly,and persons with disabilities Local policies and actions affecting the approval of sites and other building requirements used in the approval process for the construction of public,assisted,and private housing such as equalization of municipal services;tax policy.demolition and displacement decisions;and the removal of slums and blight. Review of the Town of Chapel Hill's and County's Zoning Ordinance and land use.'develoo"rent regulation that may be in conflict with tha Fair Housigg Act DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Local policies concerning community development and housing activities such as multi-family housing rehabilitation, the application of site and neighborhood standards for new construction activities; the application of accessibility standards for new constuction and atietatrors: activities causing displacement such as revileli;a'ion. of neighborhoods and property tax increases; and the demolition of low-income housing Local policies that could be considered restrictive In directing housing and community development resources to areas of minority concentration Local planning,financing and administrative actions related to the provision and funding of public transportation and social services that rna, inhibit or concentrate affordable housing opportunities for persons with disabilities Local policies and practices affecting the representation of all racial, ethnic; religious, and disabled segments of the population on local advisory boards, authorities, commissioners,and committees The relationship,cooperation and collaboration between the local Housing Authority, the county agencies and local Officials the area's s-x'o- and economic demographic data, using the Jr S. Census Data, the HUD-CHAS Data and existing census and population reports The foreclose e data for the county's housing market The local assisted housing programs policies for allocating funds; and the aeograp tic distribution of previous years' CJBG fends,by examining the Five Year Consolidated plan, the last Annual Action Plans, tt e Comprehensive Annual Performance Evaluation Reports(CAPER'S),Public Housing_ Plans,the Continuum of Cate,and HMIS reports Review all previous HUD FHEO comments and correspondence concerning the Town of Chapel Hill's actions to stiltmalrvey further fair housing Performance Evaluation of the Private Sector's Policies and Procedures; Review the state's banking and insurance laws and regulations pertaining to home financing, refinancing, sale, purchase, rehabilitation, and rental of housing that may affect the achievement of fair housing choice within the County Request in writing such policies procedures and practices that should be available from the state licensing and other agencies that regulate banks,©the,tinanci institutions,and insurance companies operating within the County- DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Obtain the most recent Home Mortgage Disclosure Act (FNMA) rsports that will provide additional data or the lending practices of specific banks in the area and prepare a summary of the information as it relates to fair housing practices Review the state's Landlords—Tenants Act and regulatiors governing the rental and teasing el residential property j Summarize the efforts of the local Board of Realtor's Code of Ethics, policies, training, educational requirements, and to raise awareness of fair housing choice Review the local newspapers, the publications `Sales of Homes'and'Listing of Rental Properties'for compliance in advertising with the Fair Housing Act Research and report on the availability and dissemination of information on programs and senkes that provide financial { assistance to low-income families and Incividuale for private housing Determine the extent that accommodations are made to private housing, both new construction and substantial rehabilitation of multi-family housing, for persons with disabil ties Evaluate the programs and services offered by the local Horrebuilders Association in the County to assist low- income or disabled persons or families Perform Interviews and Conduct Meetings: Our firm will prepare separate survey forms to send to venous local and regional agencies and organizations that the county recommends,based on the following categories: housing development agencies;pubic and private);owners, realtors,management agencies,and landlord organizations; advocacy groups (particularly those for persons with disabilities); civil rights, legal rights, Meal services organizations; NAACP and ethnic organizations; the LOBT organization., agencies for the homeless; consumer and housing counseling agencies;senior citizen groups;etc ho county and out firm t ill develop a list of organizations, agencies, and firms to contact for the surveys UDV will tailor the survey for each category The surveys will be mailed or ernailed to the different agencies by the Couunty. In addition,the surveys will be created as a 1111 in the blanks POP format"and placed on the county's and towns website The county and town will collect the replies and UDV's staff will summarize the responses We will meet with the HUD F1-1E0 staff during the planning and research process to discuss the proposed methodology and the status of previously Identified impediments to fair housing choice DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 It is also important to have separate meetings with the Housing Authority and the local Fair Housing Board to involve them in the planning process and the development of identifiable impediments to fair housing choice. UDV will request reedrs and listings of housing complaints Fled with the following organizations: HUD-FHEO Regional/State office„ Fair Housing Boar; State Human Relations Commission; and U S Attorney General's Office (Justice Depart-nerd):and our staff mil provide a summary of the complaints end disposition of the investieation and outcomes We will also prepare a general resident survey form that will utilize the 'Surrey Monkey format to obtain in-put from residents throughout Orange County. Our firm will conduct a series of meetings with groups and organizations involved in fair housing, civil tights, and advocacy groups Our firm will prepare an agenda and outline for each meeting that will be submitted to the county for prior approval We will prepare meeting notes and a summary of each meeting Our firm will follow-up with telephone interviews for those, groups and organizations that did not respond to the survey nor attend the meetings. complete list of all groups, agencies, organizations and ndi'iduals contacted will be prepared,along with a summary of comments Our firm will do interviews with selected groups on a one on one basis • Prepare an Analysis of Data: UDV's staff will prepare maps illustrating the Location of public and subsidized housing low- and moderate-income census tracts; Concentrations of minorities; and housing tenure These maps will illustrate any patterns of concentration of assisted housing in areas with concentrations of minorities or areas with low- and moderate-income concentrations UD'8 will prepare a review of the Town of Chapel Hillis current Analysis of impediments, including the previous impediments, what actions have been taken to address those Impediments, what policies were developed, shat policies was adopted, and if there are any unresolved issues A summary of all lair housing complaints filed in the county with HUD,the U S Attorney General's Office, and the Fair Housing Board will be made, and which will indicate all outcomes and results DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 A comparison will be made between the local Fair Housing complaints and the total state complaints will be examined for trends A narrative will be prepared that lists what fair housing. planning efforts are being undertaken in the Town of Chapel Hill A narrative will also be prepared which lists the number of existing affordable housing units by category,the estimated demand or ivaiting list for affordable housing, and what programs, plans or goals The area has to address those neeeds- A summary based on the esthete of the number and types of accessible housing units in the county will be prepared to ascertain the existing housing stock versus the demand to accessible housing A narrative will be prepared on any evidence of:segregated hosing conditions; disc timinatory lending patterns, practices: and d.sclesures; discriminatory appraisal and insurance underw-iiing practices; and disinvestment and insurance`redlining practices The programs and services offered by the Town of Chapel Hill will be reviewed to determine if there is a need for increased programs and services for affirmatively furthering fair housing • List of Recommendations and Conclusions: A narrative will be prepared on what actions are necessary or which need to be improved to affirmaWely further fair housing(AFFH)in the county A narrative svfil be prepared on any conflicts that may exist between existing focal laws, the local Zoning Ordinance, tend use regulations and policies as compared to the Fir Housing Act,and its amendments A statement will be prepared if there are any observed conflicts in the housing agencies, departments and administrative policies, practices,and distribution of federal 'funds and the Fair Housing Act Recommendations and improvements if needed, will be identified an local realtors and heir practices; mortgage lending and financing at the purchase of horns;advertising in daily newspapers of homes for safe or apartments for rent; and any discriminatory or non-responsive property management or rental.agent actions,as these all relate to the Fair Housing Act A narrative will be prepared that describes the enforcement and monitoring policy of local prograns and grants and hew; they affin'natively further felt housing Impediments to Fair Housing Choice: DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 - Our firm will identify any impediments it funds to fair housing choice Each impediment Mil be listed separately i.trith the goats And actfens necessary to address and overcome that impediment listed in a tabular format per the HUD FHEO request The strategies will be identified to address each impediment and goal - The entitles responsible to address the strategies and to provide the necessary resources will be identified. - An estimate of the cost over the next five year period to address each strategy will be shown on the tabular fora IV. SERVICES OR REQUIREMENTS UNABLE TO PERFORM There are no services or requirements referenced in the County's RFP that the firm of Urban Design Ventures is unable or unwiring to fully perform Our firm has performed all of the requested services for numerous clients over the past twelve elve(t 2)years- V. TIME SCHEDULE A. Milestone&Dates: The following time schedule is proposed for consideration for the preparation of an Analysis of Impediments to Fair Housing Choke Month One—February 2015 Meet with local staff and officials to initiate work on the Analysis of Impediments Review existing studies,census data,and CHAS data Review timeline schedule with local staff - Establish a schedule of interviews with stakeholders_ Prepare a resident survey form for staff review Prepare a list of housing providers,social service agencies and other stakeholders to meet with Mail to organizations surveys and invitations for roundtable discussions and meetings - Prepare survey form for stakeholders for the Town and County to send out with letters inviting them to meetings Have a discussion with the HUD-FHEO Representative to review the status of the A I and gather their comments Send out questionnaires to public Month Two March 2015 - Prepare a draft letter to HUD-FHEO to obtain a list of complaints tiled with HUD from 2005 through 2014 for the Town to mail to HUD Freedom of Information Office Prepare an outline of census data and HUD CHAS data Conduct roundtable discussions with stakeholders DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Meet with other interested groups Upload citizen survey forms on Survey Monkey to local residents and put a link on the local websile Interview social service providers Interview local housing providers Interview the local Housing Authority Interview the local Board of Realtors Interview local advocacy organizations Me-et with the Fair Housing Board Interview advocacy groups, civil rights organizations and Organizations representing the special needs populations Review the HMDA data Review foreclosure data Review the local Housing Authority's plats on affirmatively furthering fair housing Examine accessibility issues Review HUD-FHEO Complaints • foldnth Three-April 2015 Prepare maps illustrating the demographic data Review the Town of Chapel Hill Zoning Ordinances and land use/development policies and prepare a summary Prepare summery of resident survey results Prepare summary reports of meetings and interviews Interview the State Human Relations Commission Review HUD-FHEO Complaints Prepare a narrative update on the Town's previously identified impediments to fair housing choice Follow-up. interviews with stakeholders, advocacy groups, civil rights organizations, and organizations for the special needs populations Prepare an outline of potential impediments to Fair Housing Choice Prepare an analysts of effectiveness and role of the Human Rights Commission Prepare a-Draft'Analysis of impediments for review by the local staff Complete the Draft"Analysis of Impediments for submission to the Town and County for review and comments Make any revisions based on local staff review and comments Month Four-May 2015 Prepare an ad for the public hearing and a display notice that the "draft Analysis of Impediments is on display for public review and comment DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Place'Draft'A I on public display for review and comment - Put the"Draft'Analysis of Impediments on the local Lsebsite for public review and comments - Attend the public hearing on the 'Draft'of the Analysis of Impediments - Make any changes or revisions to the document - Provide information for the local General body's approval of the Analysis of Impediments • Month Five—June 2015 Print final changes to the document - Submit the Analysis of impediments to HUD Office for review - Follow-up with the HUD Office staff to adds€ss any questions or comments VI. PROPOSED FEES FOR SERVICES A- Lump Sum Amounts: 1.. Analysis of impediments a S18500 Note: This cost is inclusive and consists of at indirect costs such as travel, printing, postage;telephone,expense,etc There_ will not be any additional costs or fees associated with the A VII. REFERENCES- it is recommended that the County staff contact client references to ascertain the quality of our min.'s aortc and experience n prepa no Five Year Consolidated Plans and Annual Action Plans, as well as ether strategic planning siltlatives Current clients to contact include: A, List of Contacts: • City of Pittsburgh, PA = h?r Mtce Petrucci, Assistant Piar rig Director, City of Pittsburgh, Department of Planning; 200 Ross Street, 2`° Floor, Pittsburgh, PA 15219; (Phone) 412-285-2211; (Fax)412-393-0151;(Email;m.e:Petruccig PAWbturghpa,cmt' • City of Salisbury, MD — Ms Deborah J Stem, Director of Community Development 125 North Division Sheet, Salisbury, Maryland 21801; (Phone) 4.0-334-3031; (Email) dstam @ci salisburv.rd_us • City of Durham, NC Ms Wilmur Conyers, Federal Programs Coordinator, 807 E Main Street, Building 2, Suite 200, Durham, North Carolina,27701; (Phone)919-580-4570 Ext 22277;(E.;,aif:1 silmur,conversl du:hamnc,aov VIII. CONTRACTS TERMINATED- UDV has not had any contracts terminated prior to completion ever in the past twelve years ot the company's existence DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 IL ATTACHMENTS Thera are two attachments to this Proposal: A. List of Merits and Services Provided: CDBG aid HOME Entitlement Communities B. Resumes: Key staff to be assigned DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATTACHMENT'A': .-.=t Mentz, MD s preped the to Iowog_ Conant lth of Pennsylvania i t City of Fermi! Cortsnn i Place Prefect Cerercuotly 1 0060 DiSCe at Gtssrevntty Development 400 1 Development pabt impuCVema-tto it support of North t raei 4th rw,- rr- r. 1715 C t wfmod me housing ($1,000000 Section 108 Loon) a City of hacrso-or.=Farnham and Rile Ecavrcr oc Develop-net'. Lowe lo o,-ivete entereitso for kob f E. Crt creation I$2,000,000 Soa r 103 teas) Mr Ed tYee Director Rostov's Dewimonf Stores-Ec...c.immi Geo'al:pmenr 3 C-ortar for Communitr Development n Loan to private ei pry tot job creation and 1 Photos-717 720-74 l retention;cr .,€ t1.CiC Section 10 s.Loan) k Faro 717-21u-35416 I t City of Carbondale Pioneer Pitt E°onatvis S Etr ir: i t E nta a n '-to I Devetoptront Loan to private enterprise for lob creation 44,000,000 Section 108 Loan City of Jeannette-South Stain Street Re ital Gun- Coononuriy Development public improvements In mod St awrimoS income housing 13-068,000 rrn1 [C } I I k mo of Township Berl P tsk Sewer Project- Community Development-inksimaatkan et site l :rprevemetots and public viStees[51,10 p it'Section. `08 tar . 84 Lumber Company commti .Uevelopotwat Loan to private ortor 8 tot job,.eroation 5501 r8tctittttS i$t5,00O3 30 Section 108 Loan) Cii§of Moct oon-Al_mi urce Economic Development-Lin to private enlStprlse for II�� Cr60Iia5(53,490,M0 Section 1 Loon) f Lackawanna.Cetus'v U6 Economic l Development-tfkan e privets enterprise far nd rotetltts 000 Section 1-38 Loan). City of PSt oo9h,PA Melton Sciorma Five-Year Consolidated Plan Department en of Running ! = Y 2007 Annual Actor Pert 208 Bess St- t,. —Fl = FY 2008 AntotMI Actsan Plan Pltieb3rytt-t,PA 15213 - _ €Y 2000 Annual Action Plan .2010-2014 4 give Year Ceneekdotee PSen Contact FY.2010 Annual Acton Plant IMr Mike Petrucci,Assistant Henning Director 2011 Annual Actlati Pia.[ Phone;412-255=2211 i _ FY 2012 Anneal Action Plan •Fax 412-303-0151 i . FY 2013 Annual Actin Pain Ken Plen mpp Saito) 1 mil rri rstr c iDpt sber ua ev o 014 henual Action Plan n Planning Suite)I k I FY 2006 CAPER. j E Y 200€CAPER i 2008 CAPER i FY 2005 GAPER ` . FY 2010 CAPER FY�2 11 CAPER P7 2012 CAPER FY 5003 CAPER ER(eCon Planning Suite] _ = 21017 Analysis of Impeni eera:t0 to Farr Housing CPtohs iiI'SP•Apo-litigations for Me Stimulus Fonds HPRP Arylp,.tiors for the Stimulus Funds I I CORD-R ApoNeations ter the Stimuine Fonda 20012 A.n4greia of bripedirrients to Fair Housing Choice ESC,Substantial Anna rna-nl of the FY 2011 Anttus; Acto n Paun DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 i t r i Allegheny County,PA 2007 Analysis of tmpod o en€£to Fair Housing Chow • Alleuheny Courte Ecenorinvi Cvave lnipment 1 v FY 2010 Annual Action.Run , r Chatham Center I FY 010-201 Five-Year Conablidotod Ptah 112 W N.gto1i Plane,Sbde FYci)z1 Annual Action Plan I Pittsburgh,PA.15219 3 FY 2012 Annual Action Plan 1 t FY 2012 Annual Anton Plan(sCrt, Planning S te) Contact FY 2014 Annual Action Plan€reC-n Planning Sute. • I MG CilfStille Dr,thmski,€10 =01 510139et i FY 2010 CAPER € Phone: 2 010Si ] FY 2011 CAPER Fax:412 422217 FY 2012 CAPER ?Email:.1008600 ii Rski4*att£cltenv-cunt-.=.us FY 2013 CAPER teC<I'Planning Suite) I - ESC;Substantial Amendment e`the FY 2011 Annual t Aden_Parr I 7645100.Assistance with the Fsdo:st Pt ra s _ .Municipality of(Penn Hills,.PA i _ `1-`07 Anal. to w Irapadsmenis in tar Hatisinsi Ctnolo ' 2245 Franbstown R 2015 Analysis Cl impediments to air-FF.v_ kl Choice Pt'shu 0 PA 15235 i Carr€--h - Mr Chris Bbnkwoll i i i • P v-i9 412-700-2123 Fab;412.799-21 _mss coinsitwell5o nhiils.- 1 City of Sharon,PA _ t FY 2aas Annual Actin Plan Coonoicn4v Dove of rtot _ • FY 2005-20-M Five-Year Consolidated Plan. 155. 'est Connelly Blvd ' _ FY `0101 Annual Act uti Plan Sharon PA 15143 [ _ FY 2010-2014 Five Year Canablidatied v150 I] 1O Analysis st impediments.to Fad€loosi roj Choice Cootavl - t =Y 2020 ERR 3. t` d e.chi,&,City tvlanaor ; . PC 20117 ERR P R 572+983-3222 l t FY 2S3 ERRi F001724-953-1051 - t t^.7 20CP ERR I Email ,_ea`047 t 0300-40 1 v FY 2010 min :`Y 2011 ERR v €Y 201 ERR. FY 2013 ERR FY c"t;Fv 2013 Five:NM'Consolidated PFO te Plannitig Suite) ' j 2015 Asnraty te al topes 0 0115 e Fat Per'.Choice �_.____ ____. ____. --_ Tacitnnten Assistarcv with Me F#„ ral R5O 00 _ City of McKeesport,PA = FY 20,'M Annual&or Par Filth Avenue t FY 3005-2M9 Five-Year 04050 tidal d P15n 17. eeapoil„PA 15132 231wr,ryA Analysis at€n'r d1 nta to Fair Flans Cholas FY 2007 HR Contact t FY ERR 1.Mr A J Ted°sua • °Y 200-3 ERB I ntr.-want De elastanoit Director t 2011 Anal of:nt rodtnonis to Fair HouSwa Choice.- ' Phan 412 675-5020 v FY 2174Annual Acton Pia;teem Plattrioo Suite) F-ato 412-675-5049 1 t Technical Ass tence,111b the Federal Pnvcrat ma and t Erna al ,.t sc rr -_ - [v INS - t FY 2013 CAPER City of Lebanon,PA I 2011 Analysis et.rrpod n1_ris to Fair Ham-inn Choice 1 South ou 9th Street,Hoorn 218 FY 2010 ROME ERR Lebanon PA 170.2 FY 2011 CDOOO ERR • • FM nod cow,.Amendment ERR Contact = PA.RACP Aplicatir Ms.Filella E.Qoitrotoea 1 Tani-dual Assist oe With the Federal Programa • • DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 7 1 Community Devainpment Atimiothoster Morro:717-2224487 i Fax 717-274-24U il Erna:Y ['anoneS =bror:onn-ococ Northampton County,PA 1-1 • FY 2010 ERR I Dept of Cc-nt arid Eton Ceo 1 • Sv28cn 3 P^r i 66E to ngtctn St?t-vt I Easton,PA 15042 I Contact Ms.Loci y.t ky Co-r uns v Doveropoen` i Administrator .3 Phone:610-552-3230 at 2 - Fax:010-S59-3775 Breit: o o_ heats cocoon .9.rc. Wash inoton unty,PA I. 3 Wast'irptc n County 84 Lumber Company _000 2 :edee Authority of the County of Washkroton _ Dovc;pnont-Loan to private enterprise for ioh.. `100 West Rose Street,Suite 003 - moth-on and retention€E C0.3 Ct l Soot co 128 Loan) - ;, Shltn tcr€,PA 10301 Contact Mx Brenda Williamson,0325 nod,tOME. t Coordinator F Phcno 724-22M8878 - F :724 228-5820 j Enat init -rte -0rors°r.rot _ ! City of Mathinothirg,wv 7 __28 20114 Annual Acton Pig City Roll,232 F rat Queen&real t = FY 2005,2009 Roe leer ConserdOtrd Plan Martinsteng,WV 25401 = FY 2005 Annu].Action P n j 1 t = FY 2008 Mroioi/2500 P28 1 Conant: - Retch-matted Fish-Yost Consolidated Pte;, r to Ne cy 5tnne,CD Directo - - FY 2007 Annual Action Ptvn t P€ti,r+:224-24,2121_S'.278 l a FY 2005 Annual Action Poi€; FoS 30e-r.4-21a7 Y.2005-2018 Rio Year Co=.ocidatet Plan [Era r drioatito *eo votu>,c FY 2509 Amon Acts n FY 2010 Annvot Action Pion FY Monet Actor,Plan EY 2012 Mouth!Action Flan FY 2013 Annual Action Rime • €_0 2005 GAPER FY c CAP FY 2007 CAPER i • FY Q CAPER FY B CAPER - FY 2010 GAPER. I - • FY 2011 CAPER - 7. FY 2012 CAPER FY 2013 CAPER t GGPCaH AppEicafthrth for the Stimutus Fonds 2010 Analysts of imeadanarits is For Housing C.F is FY 2014-2018 Five Peer Conront rioted P6,leCno I Ramiro Stith) 9 7 FY 2014 Anruel Actor)Plan(teen P`2:tn€n€i Sob) - f 2014 Artalcsis of ir:ipotitnento to Fait H000:no Ceded lois i City of Huntington,WV '- 7 FY 2004 Annual Action'too 800 Fi"t Aoor,tte,City Hail i FY seethe 9,.Five-Year C Arno:intoc[inn Huntington,WV 25701 1 - rY 2008 ArtnoolAction Par °Y 2005 Anthethi 0Mion Plan I Content: i 7 Reformatted€ -rear Cenornikutori Plan DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 I ! Mr.Charles Holley.Director,Owe of Development = FY 2007 AP-11>ra]Action Part I fi Planning . FY 2,108 Annual Act:mit Ran ! Phone:30-608,4480 . Fi 7008 Annual Action Plan „ = Fax:304 026-4405 t FY 2018-2014 Five Vent Cutsolidated Floor i Email:ormilevecilvothuntinotmi core = FY 2010 Annual Act8vo Pion 1 • FY 2011 Annual Mem Flan FY 2012 All-PU=TdActbn Plan FY 2013 Annual Action Plan = FY 2014 Meroat Action Plan . FY 2005 CAPER i = FY 2" M CAPER = FY"e-007 CAPER • FY 2088 CAPER = FY 2009 CAPER 1 = FY 2010 CAPER = FY 2011 CAPER i = 1 . FY 2012 CAPER 1 = FY 2013 CAPER ir 2007 Analysis 00 hocadirrients to Fair Heusi Choice 4 RPM'Applications for the aimless Funds I = COBS-R AppEvalione for the Stimakie Fungi 2011 Analysis of impadiments to Fair Rousing Chow i . = E23 Subsianbat Amendment of the FY 2011 Annual AdiOrl.Fan l ! : = Taahrf cal Aussistama with ho Federal Prom-errs and 1015 City of Wheeling,WV t. FY 2005-2006 Fiee-Year Camcliatemei Plan City-Courtly Builieng,Room 305 - FY 2025 Amoral Action Plan I 1500 Chaptina Strom . FY 2008 Annual Action Plan ...,Wheefirv,WV 28003 . Reformatted Eiv.---Yeal Cmrsoltdated Plan , I - PY 2007 Annual Action Flan Contact = FY 2005 Annual Aceun Plan Me Nancy Pinar,Depety-,Dept of Romoomic and = FY 24,32 Annual Action Plan Community Deerelowmant = FY 2010- 14 Five Year Consolidated Plea Phone:304-224-3717 . FY 2010 AnnuM Action Plan I Fast 304,234=3829 • FY 2011 Annual Achon Plan Ernak rorecerOolthwfwheelinativiorn - FY 2012 Annual Action Phan = FY 2010 Annual Act=Plan I = FY 2014 Annual Actm Plan I . FY 2005 CAPER I . FY 2006 CAPER • FY 2007 CAPER 1 . FY 2203 CAPER 1 = FY 200E CAPER • FY 2,010.CAPER 1 . FY 2011 CAPER E . FY 2012 CAPER • FY 2012 CAPER : = am Analysis of Impediments to Fee Hounueg Ch6ce i . TechnkelAseisharice with Me Fs-41mM Programa and ...! IDIS City of Weirton,WV 1 = FY 2005 2006 Five Yew ConsialiOated Plan 1 200 Municipal Plaza • FY 280,5 Annual Aaron Plan l Walefon.WV 20682 . FY 2000 Annual Action Plan • 1:161b1MAIW Fe-Yo GOIW,Ijdad Nan i CCJILACt: . F?2207 Annual A,..ion Plan r M.Beth Gau.ahah CDB0 Aimirist;di-Of . FY 2008 Annual Atthil P6, Phone:304-797-5515 = FY W.V9 A-JIMMI Action Plan Fax:304-797-W518 = FY 2010 Annual Action Plan !Email:odboadinineciewiemirtuneoL = FY 2010-2014 Five Year Consolidated Plan = DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 • l _ FY 201.Annual Action Plan FY 2012 Annual Action Plan FY 2010 Annual Alton Plan t • f"Y 2494 Annual o:;ct-,Plan FY 9085 CAPER €Y 2006 CAPER l FY no7 CAPER 1 1 .. FY�8 CAPER 3 P'f 2909 CAPER €Y 2010 CAPER i I = FY 20111 CAPER l F Y 2312 CAPER. FY213A=' €', ] FY 2711 ERR FY 012 ERR FY 2013_RR 2704 Ara,pEE ei lwood mon le to Fair Housing Choice i avhnAoi Assistance with the Federal Programs and 10�y10 i City 0t Morgantown,WV 005 A a ynfo of Empodtm€ca a to Fair Roaming Choice 389 Spruce S1re FY 2083 CAPER j'rio w-Me t,WY 21)205' FY 2039 CAPER i = FFY201 0 CAPER Contact FY 2011 CAPER Mr David Don=Community- `:o,ant Dinet,lor - a FY D312 CAPER I Rhyme:t(14-294-2508 a FY 2013 CAPER teivo Parr Su'* 1.Per 304-254-74a1 T cuchnill Assistance with the Feder,R=. wars en i_Emet OW-40a rilmorhau:penitoto - 13-8 City of Charleston,WV I a FY 2010-2014 Fiye-Year Consolidated Plan Moors Office of Econ and Com Dar FY'20 0 Au s Action PlanPia 105 McFarland Street ` 20-11 Ancients of imocialmares to Fair Housing Choice Charleston,WV 25201 i s Toch ivsi Assistance with i lho Federal?warns Contact Mr Man A,King=Director Mayor's Me W Economic and Community Phone: -305-8M5 I Far 304.315.0204 , • City of East Chicago,lii 1 i FY 2010 Armual Acton Pfau , Department c Ro ove m_ni 1 - FY 2011 Annual? ton Plant 4920 Lettepur Street.P 0.Boa 406 1 4014 Ares%=Aei.cn Plan East Cr o,IN 48312 FY 2013 Annual AnER Man[_Corn Planning Suite) ! FY20 CAPER Contact i F?2010 CAPER. trir tlicW.an.Smith I = FY 2011 CAPER Phone:219-3916:513 1 a FY 2312 CAPER - 1 Far 2190391-35 3 [ a FY 2013 CAPER soon Phone g 11102 Emelt r tk t ofl j 1 . Rem Area NRSA Report i et-Rklisr, t - Rental Polary i a F'3 2014-3018 Five Yee ConsoNdaied Plan(€ on Mannino ino Suite) a FY 2014 Annual Action Pan(eCon?taming 00,4 i =a 2014 Anoyn`s of imp„ ar.ierb to Fair Housing Choice I City ofGcinosoille,GA `-- i FY 1,4 ERR 1 311 HenrnWard Way Cam enti e,GA 5g5011 I DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 I Contact; – I__ ... v°?_s Mt Chris`Ca .Hameln 0°votn Mano r Phone:770-531,6551 Fax:770-M42474®2474 Email:^aav€se "sni , .r;€u City of Gulfport,MS 2012 Analysls a Irripaintter tsto Fair Hbusina Ch 1410 2 Avenge Hardy S030405%2.Floor r Coifpol Rig 3503 C;riatt Ms Karen C.,ty.mCarty Corrrr t my Demekpment C`-.rtmeni Phone: 8=-88-5---5738 walk _ :Doc -1-rs, 1 City of&wham,NC t nt 2 Analysis of impediments to Fair M_us g Cnbirtb i 307 0 Mau;St,Bldg.2,Ste,20 I . FY 2015-201e FNe Year Crinsu. atod Plan t41°tier - Sr-uihor4,tNo.l1 Cnraine 27701. j Contract) • Fl 2015 Annual Actb0 PS-Nirtier Cent:rest. Contact 4 27 2015 AnaiWiS 01€1c Odic nt,hr Fair Hn.uz1n5 Ms 2420111.Conyers Chace Under Crntrr=vc1 Federal r ng ants ODorninator Community Development parttm€n= i rt I Nynex 3i 5 4573 EA 2,--2227 1 Municipality of Norristown,PA • 2012 Analysis of.Impediments to Fair H o u s i n g CF fro 235 East€i r y Slree€Norristown, I�� . FY 201_2019 RID Year CQr i ':€d Plan(HadeNorristown,PA 19401 Contra • FY 2013 Annual Action Parr Binder Corm am) i Cglitant r Ms Jape- uoc nyo iPiano cc &Ho opal e ca-' g Phria 510-270-0480 ]Emit n–crweartorrisiown.ore S Wyoming County,PA FY 2011 ERR 1335 4 Salley CC.s €1 Application ! r 1 .C1 Box a50 € Y 211 3 COBS Application idS[i;?den,PA 18448 - .ou s]A_s sue- with Me F otal Pram-ems Content Mr Jam.4.,Jerrtnas,Eimntir=vvC. k ■ 'WyDm county Housing anti Reda.Aui dty Phorn:57-0-242-,155 - 0m-aii pOer%r sr I City of Kenosha,Wl . 2312 Analysis of Impattirinas to Fair Homing C oice._ 8°248204 SEsot,Photo 308 Ko ha,WI 53140 = 05145_ i 511 Tony Geham - Community De lipment Specialist = Phone:262 5-4030 Email:i el he r'r0553 art-+ Abington`Iownsd ip,PA i • 2312 Analysis of impediments to Fair r Hou_IR0 C.i; oe 1 j7S 0,d Yend Rea = FY 20173 Annual Anamn Bier;. AWngton,PA 12301 i . FY 2314 Amnia Acc ,Pin fY2023ERN DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 I I i f i 1 Contact 1 v FP 2017 CAPER Mt Van Straker,Dee:am 1 • CMG DR Application ; 1 allico of Community Development I l Phone:207-539-1000 "Email:@,:kt-4,7-to7l2gig5-rmt,nAt : --- City of Cheater,PA I v Technical Assistance with the Federal Programs i Managed by:Cheater Econonns Development i v FY 2013 ERR Aethmity I v FY2014 ERR . . 36330 5°'Scoot.1°Floor i • FY 7015-2019 Five Yea Consolidated Plan(eCon i PO Boo 407 Planning Sate) Cheerer,PA 12016 : I 1 1 i — i . contact 1 ; to JoAriti Peak COWS!"Ecorimmac Development Authority Moine:510447.71350 1 i Eit;A_14-1-1 -Crone= -I i Lehigh Cotitay,PA 1 t FY 7013 Annual Action Plan leiCen FMrining Suite) Lehigh County Government Cornet i v FY 20'4 Annual Adler Plan eCon Planning Suite) i 17 South Seventh Street 1 v FY ni 3 ERR Atentlymi Peensyleartia law . 1 echneal AssMtance%MA Ma F hoot Programs sod . . IDIS I Contact 'Ms Paulette°Mod .. i COBS Prooram COMOMMor 1 I Phone:[010)727-3E22 1 , . Email: a letter it ill 9tehreleuntskyam City of Salisbury,MD I i FY 7014-2010 Frye Year Coneadated Plan recon 125 North Elivizion Street Flenning Suite) Saiistany,Maryland 21801 1 • FY 2014 Acirmal Action Keen(MG=Pkerming Sale) . i Contact I v 2014 Analysis of Impedrinents to FM-Rousing Cimica I Catorah J Siam ; 1 Dicata of Community 33744rnerl1 1 , i Phone:(410)334-3031 , 1 2-Mat; etecnOci,selistrim 00000 i City of Johnstown,PA I t Pil 2014 Annual Adon P641-(eDen Planning Safe) i ' i 401 Main Street = v PY 2015-7012 Five Year Colmlidated Plan(aCco 1 Jana-own,PA 15904 Planning Suite) 1: v FY 2015 Annual Ada PM-vi(eCon Planning Suite) 1 contact v FY 2015 CAPER I On Ranee Daly v Tmhnical Assistance with Me Federal Prmarame and .--, Director Community mid Economic DeveOmerit t. IDiS [FIMF[2:1014)532-3610 ; v FY 2014 Analysis of imipacilments ID Fair 1008165 Email:MaireCOAUYITCPM Ctioico i 1 City of Erie,PA 1 t Technical Assisterca evitti the Federal Pogrom's and 1 Ram 404,020 Stme Strom i IDIS i Eee.,PA 16501 1 v FY 2015-2019 Five Year Consolasien Pia(eCcri Planning Suite) Contact Me Melanie-Monson 1 = Assistant Director Moot of Economic and Community Development i Phone:(514)570 1277 i . ritfoolf:miohnson 2 000118 US . i i City Of Beckley,WV 1 v FY 2014-2018 Eke-Year CorOMMated Plan sCon i 409 South Kanawha Steet i Planning Suite) Beckley,WV 25507 i v P1201"Annual Aden Plan leCen Picnnin9 Suite) . I DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 t . C.AZert Partt.,p ttonPlan e es act 201 Analys€s ui impel men s i alt eucing C,rofca. Ms Angara L cog ' _o hr l Assistance will the°edereef Prc9:ra ne ,Grant Administrator I Phone: 255.1759 Erna'ckirto@beckie y C's pfAltoona,PA £ 0°2015-2018 Five-Year Corgi iidaat Pies oCno All ona City Hot.SAO 400 i Planning 9ua8l 1 - 1 1301 12f2.Street i FY 2016 Annual Action Ftc.(aCon Mewling Sue) Allonta.PA 16601 I s FY 2014 Analysis of f e€ae-a rnan a to Fair Hc.trsing Cf Contact . Mar.lee C.S[sser,ACF 0 ine nrr`Planr_nyAd€rin tro--toc Department of Plenni g arra Community r-0ev Pon (814)849-2470 Ernst:f lywy 6llo@ tec rttrk o nukl Glad Plan f eCoti ' i City�f Janet.IL - FY etli -c'175 Five-Year C f-n West JeftomerStreet _ Planning&Ate) . Joist,IL 60432 I. € 2015 Annual Action Pion e al or PkenoOng - p} contact € I Mt Alin e°LlWarle,.Jr.A CP _Direder s f N691 bu 5OuA unclose=ie kr. I Fevre°€ 5' 24-4100 1 mill e _lam S o . _ ro I DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATTACHMENT"Br' 1URBAN (ALTER J. HAGLUND, A.I.A. a�� Pr i n Prin ip i =VENTURE` tIM ARY OF EXPERIENCE&QUALIFICATIONS: Urban Design Ventures,L.LC.Homestead,PA 2002-€r ent Founder&Principal of Finmi. Resuonstble for providing technical ass='.stares tc client communities, grants writing t tion preparation,implernenterien services and etudes_ Prepares architectural designs end drawings for to usinc.developments, as well as Dr Mt design Modes for bath p--utli:and pmaate Clients. Project Vanacer lei four COOC liO dE chant awymunilies h Pennsylvania,West Virginia..and -: Indiana Mullin&Lonergen Associates,Inc,Pittsbutgh,PA 1990-2002 Woo Print Project;Mtartener and Principal in Charge for five Federal.MEG Entitlement Communities, icc'ucirm tiro F'IOE tE Consortia, Project Manager and Principal in Charge for Mice State Small Cities Entitlement E dm^ntinities Despot ble for providing lenhnimi assistance grantsmanship, and p en'ang consultog senib s to oath of toe above federal and State enttiomeOt cos--m-250 in West Virginia and Pennsylvania under the Cci rnuntty Development Block Grant,HOME Investment Partnership and Emergency Shelter Grant Paog arno 202 Prarared applications for federally assisted housing prep iamb under ate HUD Secron 202 and 811 l?oa s€rg Programs,and continued to pro=vide housing consulting services oaring the construction phase Responsible ter providing consultation and reesoarch on federal€egulations. Community Programs,late,Pittsburgh&Allentown,PA 197 -1000 Vice President Responsible tor oversight and management of the neus ng and community development programs of the firm's dents in Western Penner/Mania,Orr Maryland and West Virginia Preparation of all of the firm's UDAG applicaboras for dents. in West Virghia and Pennsylvania. Preparation of zoning ordinanc and c nprehensnv plans Redevelopment Authority of Allegheny County,Pittsburgh,PA 1929-1979 Executive Director&Chief Planner Responsible for preperadon of urban renewal plane and tnonbicallons to the plans Respor-.s zte for urban design eludes end downtown'evirtIlzeticn projects Supervision of a staff at over 50 employees EDUCATION: Syracuse University,Syracuse,NY Bachelor jut Architecture with minor in wham€:aiming DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 !LFtBA�. a HAGLUND _ Vice President/Principal zifENTLIIIES SUMMARY OP EY,PERIENDE&OUALUP1CAT!Q S Urban Design Yenturez,LL C,Homestead,PA 2002-present Vice President nt and Treasurer Assisted in establishing the firm a-ac tiling the Articles of Incorporation Responsible for all the financial aspects of the firm, including pay roil, ta=xes, insuran , invoices,etc Responsible For preparing,or enttng,and managing company Hamses Responsible for providing teohnitml assistance to client communities, grants smiting, application preparation,implementation entaflon services and studies Pro+lac Manager To CCP ,HOME,ADD,EEG,HESG,and H Po1A client co-irro mitreS in Pennsylvania,West theothia,and l Preparation of Pb e Year Coi c mater Pleb-,Annual Acton Plane, Consolidated Annual Perlorriance Evaluation Reports (CAPEU's), Environmental Re:dew Records (SR 'o) Analysis of Impediments ents to Pak Housing(A`=},and day to day questions on nro-acts. Assist in preparing redevelopment area plansigropis for redevelopment authodties Prepaafion of economic development dopithetims-arid frroerants for client ent communities Preparation of project feassf rat,epos M for nixed Bias developments. Prao radon of Se-lice 70E Lean A,ppiicat,ons,financial closings,and bond issuance Preparation of Part 1,1i,arid fl of the Historic Tax Credit Applications Assisted in the development of to certercation of the Tax incremental Financing MP)districts - for the Bairn-Centre Redevelopment kea,the North Shore Stadium Redevelopment Area, and Uptown Redevelopment Area for the URA of Pittsburgh ResponsIble for the preparation of the financial data analysis, unrder ttltg, repayment schedule,and applications for the PA Section'108 Loan Guarantee Project aufmann's Department Stores,Pittsburgh,PA 2001-2002 assistant Buyer txecu`he Management Trainee Responsible for provtdi;tg technical assistance and management for a 2 million sales department for all the a'ufmannn's stores Responsible for traddrig cares and r;arbei fronds Responsible for the preparation,including writing,graphic design,and?eamat for presentation f v rinse Sales p osa tier ReSpOTISibte foe pros dine,-ooet.,tattor,technical assUtance In the order og and budgeting for the department for all the Kaufmann stores E UCAT Syracuse University,Syracuse,NY Bachelor of Science in Finance and a minor in Economics DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 'URBAN JON G. HAGLUND BES _ SENIOR PLANNER iVENTURES- SUMMARY OF EXPERIENCE QUALIFICATIONS Urban Design Ventures,LLC,Homestead.PA 2005-aresent -_ Planner PrevMes erect management assistance te cFar€F nrnunrtrs A in preparing redevelopment a`rre p'a rpra coals for redevelopment authorities Assists in the preparation of grant reAuests and appli trOns for funding AssiMs in preparation of program analyses for dent mummifies Assists in the preparation of strategic plans Provide technical asstztance to client communities Inn ve t Financial Management,Inc..,Pittsburgh,PA 2007-2009 Me President of Polio Management Responsible for developing ii a.a ru lizeo partial a management solutions for institutional and d 1,iw tors by understanding client's needs,defining rear€s`C irvessn r CD 6etiv to meet client's heath, establshing the right asset mix for each investment porgdra and developi rt sensible investment polities designed to achieve clienrs stated investment objec€lves. Responerbte for servicing cent accounts providing account reconciliation service and erooting quarterly meet ar€eys,a''and Peticr-rarco reports far troth held and non had ra€ernt -_ accounts Fleming Financial Services, no,Pittsburgh,PA 2002-2007 Save-siment Analyst Provided back office supped and lrwessrio t analysis for a boutique finandal adsisa'firm asset allocation models, deter mininc investnrant selection, executing bodes and reporting account performarroe New York Lite,New York,NY 2000-2001 Agency Trader Fills-d and preced institutional and Individual investor security orders on New Yolk Life trading desk on a non-discretionary basis.. L Rove Price,Baltimore,MD 1998-200€0 inves/menf Fte,sresentative Praueas sd muhial fond trades, serviced investment accounts, and answered shareholder questions concerning T Howe Price mutual funds'rtr:°ester€n•olrj ,risks and market performance EDUCATION: Johns Hopkins University,Baltimore,MD Bachelor of Arts in Biolcsy. DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 IURBAti _ KATHERINE L. BAURNES YENTLJRS PLANNER SUMMARY OF EXPERIENCE&QUALIFICATIONS: Urban Design Ventures,LLC,Pittsburgh,PA September 2012-present Planner provides project management ass,lance to roient ca rrr ur€:ues Assists is ip preparing rodevetopment area p arsprepasals for redave,c'tnent aathOrill Aas2ta it the preparation of gmnt requests and app s ai ons for fundirtg Assists In preparation of program analyses 1 r sent oomnrundes_ Assists it the preparation of strategic plans. P ovi s teal-Ink-at assiamnce to dent con munities YMCA of Greater Pittsburgh,Pittsburgh,PA April 2012-September 2012 Grant Writer Wrote gran spur:b tons for YMCA of Craoter Pittsburgh Local Government Academy,Pittsburgh,PA May 20 Farce 2012 Project Consultant4nlein Administered a series of ai training programs o}er eight months as a rresia co Project C€,nsu eni Assisted.with the planning and hosting of dozens at training.events as an intern Analyzed program statics a d client demographics domograohics tot various projects Oakland Planning and Development Corporation,Pittsburgh,PA Nov_2008-Sept 2010 Property Manager and Grant Compilance Officer Managed the Oakland Neighborhood Pafterahip Program and administered fts annual grant allocation of 82,0 amp six community partners. Fvlanaged Oakland Morning's rental portfo.ia consisting of 82 affordable reusing urn Obtained Amsted Harming Manager con tcatton Coordinated the ownership transition and rahabilltation of-a 30 unit apartment building Oakland Transportation Management Association,Paitsburgh,PA July 2008-October 2008 Support StafttPr rarAdmrnstr for Pried grant applications Organized and managed tour community outreach programs and events • EDUCATION: University of Pittsburgh,Pittsburgh_,PA 2008 Graduate Scheel of Public al-oinlet-national A tfaim- tips en of Public Administration University of Pittsburgh,Pittsburgh,PA 2002-2008 Rateiof Arts in Fattiest Science and Corrmunicati DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 i • R - JONATHAN B. RUSSELL PLANNER IVE -URES SUMMARY OF EXPERIENCE&CUALIFf ATIOt Urban Oesign Ventures,LI.C,Pittsburgh,PA ?march 2014 present Planner Provides project management assistance to o ie:t mmur rift Assists in the eleparator of grant requests and applications for firadling Assists in the preparation of strategic plans Provides tacnaical assistance to dent communities_ Urban Redevelopment Authority,Pittsburgh,PA May 2013-August yi3 Intern Acted as a cantribut no writer to the HUD Lorimer Choice Neighborhoods implereemmo n Giant Application(CNIG) grgaga in community panning and consensus building tor the Lorimer CMG -VVarked to prepare a PA Department of Community and Economic Development (COED) Keystone Corn-mn,ttos Grant Acpiicat€o-for Wood Street Commons Assisted. developers In complete and submit .tulirple Pennsylvania €istorical & Museum Commission n Section 106 Project Renew Forms Hourglass Foundation,Lancaster,PA May 2012-February 2014 lnIsm va-zd Webrrnaater Responsible for the Content of L the orgaratior's°:saute and Focodook page Wrote a monthly artialo or TO First Friday Forum the sraarni atIon hods on issues facing Lanter County Historic Pr€-servat€on,Trust of Lancaster County;.Lancaster,PA May 2011-August 2011 intern and Grant Office' ViaTked to monitor and maintain easements on historic build'rnas and proparti Applied for and f :efved$5,000 in grants to host a forum to ram nera=cresss of the proposed ocrnolltror of the Mayer-lass Fe €.Stead Served on the preservation action committee, responsible for l&entifying key properties in Lancaster County at risk of demolition or alteration EDUCATION: ION: University of Pittsburgh,Pittsburgh,PA 2014 Graduate School of Pub lic and inicfnagonal Affaks :aster of Pubic and international Affairs Concentration it Internatonal Po'sitcai Economy Specialization in Public and Nonprofit Mariagement West Chester University of Pennsylvania Honors College,West Chester,PA. 2012 Bachelor of Arts in Iliztory,tuna Corn Laude DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATTACHMENT A PROPOSAL FOR PREPARATION OF AN ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE FOR ORANGE COUNTY, NORTH CAROLINA DUE DATE: JANUARY 5;2015 Ai 5:00 PM S SUBMITTED TO ORANGE COUNTY HOUSING. HUMAN RIGHTS AND COMMUNITY DEVELOPMENT DEPARTMENT 300 WEST TRYON STREET HILLSBOROUGH NC 27278 SUBMITTED BY: URBAN DESIGN VENTURES,TLC 212 EAST SEVENTH AVENUE HOMESTEAD,PA 15120 RHONE:1412)461-6916 WALTPURBANDESIGNVENTURED,COM MAN.URBANDESIGNVENTURES.COM 61 URBAN DESIGN --DES _ _ VENTURES DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 URBAN DESIGN 1TUES December 31.2014 Mr James.E Davis,Jr Department of Housing,Human Rights and Community Development Orange County,NC 300 West Tryon Street Hillsborough,North Carolina 27278 RE: Proposal for Preparation of an Analysis of imp dements to pair Housing Choice rk Dear Mr Davis: Transmitted herewith are an original and one(1)unbound copy of our fern's Proposal to pro.xide consulting services to Orange County, North Carolina for its Analysis of Impediments to Fair Hous ing Choice This Proposal has been prepared in accordance with the County's Request for Proposals that we received via your e-mail dated December 11,2014 UDV specializes in planning, consulting, and urban design services We provide planning consulting see ces for community and economic development projects, housing projects fair housing plans, redevelopment projects, rehabilitation programs, tither studies and architectural services The philosophy at Urban Design Ventures is to provide planning,consulting,and architectural services to clients or a personal oasis with great emphasis on client satisfaction We would welcome the opportunity to work with Orange County,the Town of Chapel Hill and the HOME Consortium to assist the Countys staff,Township Staff,and=with local officials with the preparation of an Analysis of Impediments to Fair Housing g Choir-e We have a thorough understanding of Federal nrogralls as evidenced in our approach and methodology in which we complete our assignments in a timely manner As a principal of Urban Design Ventures,LL C,I have worked with the CDBG Program since the passage of the Housing and Community, Development Ac_ UDV staff has over severity-five(75) years of experience in the field of p lain ng housing,community development,and economic development We recently completed 4 A I is this year for I212 Ent 7th AvE _,HENu.sen,,PA 15120 3 o-n -_'2 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 the City of Salisbury,MO:the City of East Chicago,IN,the City of Martinsburg VW,and the City of Beckiey,WV Over the past five years we have prepared 20 A is and we are under contract to prepare an additional 14 Al's As the President of Urban Design Ventures,LLC,I am authorized to bind our firm to this proposal for a period of 20 days from the new that the Orange County's Proposals are due hereby certify that ow firm and at of our staff members are not currently debarred and/or suspended,nor excluded from participation in Federal Programs As you review ow qualifications,if you have any questions please contact our office at your convenience at (412) 461-5916 or by fax at (412) 461-6220 For additional information please visit our web address at VAVN,UrbanDesianVenturescorn VeryitAly yoi rs, 11/41 - 41 Walter J Haglund,ALA PresidenVPrincipal Enc ,7 32 Eas1 Aw-ma,Homesin ,PA 0120 P5 ar=0:f4 12).4 51-8916 I Fax-(7121 70 1592D vr,,,,,lbangtr,VIveM.aru com DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 URBAN PROPOSAL FOR PREPARATION OF AN DESIGN ANALYSIS OF IMPEDIMENTS TO FAIR 'VENTURES HOUSING CHOICE, ORANGE COUNTY, NC TABLE OF CONTENTS I. INTRODUCTION- A Company Information/Contact Person B Brief History of Company C MBE VIBE Participation IL PROPOSER'S EXPERIENCE- A Experience of Firm B Key Staff to be assigned III. PROCESS&METHODOLOGY- A FY 2015 Analysis of Impediments(Al) IV. SERVICES OR REQUIREMENTS UNABLE TO PERFORM—NOT APPLICABLE V. TIME SCHEDULE- A Milestones&Dates VI. PROPOSED FEE FOR SERVICES- A Lump Sum Amount VII. REFERENCES A List of Contacts VIII. CONTRACTS TERMINATED—NOT APPLICABLE IX_ ATTACHMENTS— A List of Clients and Services Provided B Résumés DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 1URBAN PROPOSAL FOR PREPARATION OF AN DESIUU ANALYSIS OF IMPEDIMENTS TO FAIR VENTURES HOUSING CHOICE, ORANGE COUNTY, NC I. INTRODUCTION- A. Company Information/Contact Person: Urban Design Ventures,LLC Walter J Haglund,AIA,President%Principal of Firm 212 East Seventh Avenue,Homestead,PA 15120 Phone:(412)461-6916 Fax:(412)451.6920 Email:waft @urbandesignventures.com Webs-4.e:wtAiw.urbandesi-nventures,corn B Brief History of Firm: Urban Design Ventures, LLC was established as a planning consulting firm in 2002 After 35 years in the field,Walter J Haglund,A I A,founded the firm along with Karl M Haglund. UDV has begun its thirteenth year of operation and has seen steady growlh from being a single individual to now having six(6)full time employees and two(2)part time employees In addition, UDV is now serving clients in ten (10)states: Pennsylvania, West Virginia,Ohio, Indiana, Illinois,Georgia,Mississippi,North Carolina, 'Wisconsin and Maryland UDV's gr vv,h has cone from :ford of mouth from its current clients, in FY 2014, UDV provided technical assistance and support services to clients by obtaining and administering_ approximately$54 million in Federal and State funds Urban Design Ventures, LLC provides planning consulting services for community and economic development projects, housing projects, redevelopment projects, rehabilitation programs, urban studies, and architectural services The philosophy at Urban Design Ventures is to provide planning, consulting, and urban design services to chants on a personal basis,with great emphasis on client satisfaction. Since 2002, UDV's staff has assisted large Federal entitlement communities to small State entitlement communities to manage over$350 mullion in Federal funds, This includes: Community Development Block Grant (CDBG); HOME Investment Partnership (HOME); Emergency Shelter Grant (ESG); Emergency So utions Grants (HESG), Housing Opportunities tot Persons with HIV,'AUS (HOPWA); Community Development Block Grant — Recovery (CDBG-R); Community Development Block Grant — Disaster Recovery (CDBG-DR); Neighborhood Stabilization Program (NSP); Homelessness Prevention and Rapid Re-Housing Program (J-IPRP); Economic Development Initiative (EDI); Brownfield Economic Development Initiative (BED); and US Department of Agriculture—Rural Development Community Facilities DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Urban Design 'Ventures was incorporated on September 19, 2002 as a Limited Liability Company, under the Lass of the Commonwealth of Pennsylvania_ The officers are Waiter J Haglund.A I A.,President, and Karl M Haglund.Vice President/Secretary Employer 1 D Number=06-. 1648008. rm DUNSNuef'=ta-6 -3046_ C. MBE/VVBE PARTICIPATION: Urban Design Ventures, LLC is not a MBE r`WBE firm The firm does qualify as a small business firm in accordance with IRS definition IL PROPOSER'S EXPERIENCE— A. Experience of Finny; UDV performs services for client communities for the preparation of Five Year Consolidated Plato, Annual Action Plans, Consolidated Annual Performance Evaluation Reports (CAPER), Environmental Review Records (ERR), Analysis of impediments to Fair Hotising Choice (Al), HON/1E Consortia, Federal housing programs.Citizen Participation Plans. Section 3 Parts Section 108 Loan Guarantees, Rro nfield's Economic Development Initiative (RED), PA Redevelopment Capital Assistance Program(RCAF),etc Included it the Attachment Section of this Proposal is a listing of various client communities and the SON=ices that UDV has perforated f€i those clients Out staff has assisted and prepared or is in the process of completing the following Analysis of impediments to Fair Hnusir'o Choice: tall of Firtubrt3 PA -.... City of Flrrrllington,WV— 0 FY 2007 Analysis of impediments FY 2007 Analysis of 6; e.:.:i ma€tta 0 FY 2012.Anulisis tmrsd r-ar0s i 4 FY 2oi 1 Analysis of imFinai erils -,- FY 2015 Analysis of impediments r tents =Cit-of Wheeling,WV s ! Cli of Durham,NC— 3 F~ 2509 Analysis of impediertems r FY 2012 Analysis of impediments eats 1 FY 2045 Analysis of Impediments v FY 2015 ArraFsi lm-etii:tarts `.. i,CO of Weldon.WV— €il ii oun:p,PA Y 2009 Analysis of Impediments 1 .s FY 2037 Analas€s of impediniems FY 2015 An sit of Impediments City of Sharor PA -.. City of i3at.kley,WV - Y 2010 AnaNsis of Impediments �FY p1l Analysis of tn -dinBniS e FY 2015 Ar=a vs•s of impediments ....... C,v of i# ftrskru .6d■I Abington Town htp,PA— -t FY'2005 Analysis of impediments a FY 2012 Analysis a f impediments Clt r of Crania ten,WV— 0 FY 201.5 Analusis of impediments I si FY 2011 Analysis of impediments Cil of r.-oK es= °t,PA- City of East Chtrago,IL= .._ 0 FY 2005 Analys4s of Impediments !c FY 2014 Analysis of impediments 0 FY 2011 Analysis of impediments ant:: Cit'of Gall.on,MS r3 FY 2015 Analysis of linfydiments j 0 FY 2012 AnaNsi4 of Impediments DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 stun -rliN of Norristown,PA- i C of Salisbury 540- 0 FY 2012 Anal sin of Impediments 'r FY 2014 Analysis of Imbue manta City&Johnstown PA- 'City of Annapolis,MO-� o FY 2014. Analysis of lnnedi omits 4. FY 2012 Aria AnA=sio of impediments Cr2 of Altoona,PA- Git-,of Hs•erstosn,MO- o FY 2014 Analysis of Impediments ii Pr 2012 Analysis of I pd mer-fo City of Kenosha,Ydi- City 01E1 Aa,OH L FY 2012 Anaittnis of Iopedtment0 is FY 2015 Analysis s of Im-odi-no-i_s City of riartinsboro,WV - - Y =0 Analysis of impediments - r'{2n10 Analyse of impediments ents B. Key Staff to be Assigned: Our firm has the personnel and ability to undertake assignments in an efficient and timely manner Walter J Haglund would be the project manager for this project He has over 40 years of experience in the field of planning, community development- and economic development Our firm's experience is based on the qualifications and expertise of its staff which has a combined experience of over seventy-five (75) years of experience The DV staff will assist Orange County based on their expertise and experience.and they will be responsible for the following assignments: 1. Walter J.Haglund— • Contact person for the assignments ro£ect manager • Reviews previous studies ▪ Determines impediments • Reviews zoning ordinance and land use plans • Assists in preparation of the A I. • Attendance at meetings 2. Jon G.Haglund— • Prepares the Analysis of impediments • Attends meetngs with local staff,officials,and stakeholders • Prepares status reports on progress of assignments • Prepares public heating notices,etc 3. Karl f.Haglund• Assists in preparation of text for A I. • Reviews the HMDA data • Reviews the HUD F 1-i' complaints ▪ Reviews the HUD=CHAS data 4. Katherine 1.Baurnes • Analyzes data and prepares sections of A.I DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 • Summarizes meeting minutes • Prepares maps and charts for A I • Prepares resolution 5. Jonathan B.Russell— • Assists in preparation of background data for the A I. • Prepares the Citizen S Ivey Forms • Follow-up interviews • Assists in research and preparing the summary of the citizen comments and surveys • Assists in analyzing the HMDA and CHAS data Included in Attachment"€i"are the resumes for the key staff who will be involved in this project III. PROCESS AND METHODOLOGY Urban Design Ventures has assisted numerous cities in the development and preparation of applications for funding under the CDBG, HOME, SSG, and HOPS"?A Programs We have prepared applications using the various HUD formats, and have completed applications using the new IRIS eCon Planning Site HUD is now requiring all CDBG Entitlement Communities to prepare their Analysis of Impediments at the same time as the submission of their 5 Year Consolidated Plan A. FY 2015 Analysis of Impediments to Fair Housing Choice: Based on our previous experience in preparing A Is,our staff will perform the following work tasks and sub-tasks: • Perform Research and Review of Background Data: The UDV team will perform the following research and review of the local background information - The local and state building, occupancy, health and safety codes. The local accessibility design standards, Local laws and ordinances that may affect the availability of housing for minorities,families with children.female headed households,the elderly,and persons with disabilities Local policies and actions affecting the approval of sites and other building requirements used in the approval process for the construction of public„assisted,and private Housing such as equalization of municipal services tax policy;demolition and displacement decisions; and the removal of slums and blight. Review of the Town of Chapel Hill's and County's Zoning Ordinance and land use/development regulation that may be in conflict with the Fair Housing Act. DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Local policies concerning community development and housing activities such as:multi-family housing rehabilitation; the application of site and neighborhood standards for new construction activities; the application of accessibility standards for new construction and alterations; activities causing displacement such as revitalization of neighborhoods and property tax increases; and the demolition of low-income housing Local policies that could be considered restrictive in directing housing and community development resources to areas of minority concentration Local planning financing and administrative actions related to the provision and funding of public transportation and social services that may inhibit or concentrate affordable housing opportunities for persons with disabilities Local policies and practices affecting the representation of all racial, ethnic, religious, and disabled segments of the population on local advisory boards, authorities, commissioners,and committees The relationship,cooperation and collaboration between the local Housing Authority, the county agencies and local Officials The areas socio- and economic demographic data_, using the U.S Census Data, the HUD CHAS Data, and existing census and population reports. The foreclosure data for the county's housing market The local assisted housing programs, polices for allocating funds and the geographic; distribution of previous years' CDBG funds,by oxamirino the Five Year Consolidated Plan, the last Annual Action Parts, the Comprehensive Annual Performance Evaluation Reports(CAPER's), Public Housing Plans,the Continuum of Care,and HMS reports. Review all previous HUD FHEO comments and correspondence concerning the Town of Chapel Hill's actions to affirmatively further fair housing • Performance Evaluation of the Private Sector's Policies and Procedures: Review the state`s banking and insurance laws and regulations pertaining to home financing, refinancing, sale, purchase, rehabilitation, and rental of housing that may affect the achievement of fair housing choice wit'-in the County in writing such policies procedures and practices that should be available from the state licensing and other agencies that regulate banks,other financial institutions,and insurance companies operating within the County. DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Obtain the most recent Home Mortgage Disclosure Act (HMDA) reports that will provide additional data on the lending practices of specific banks in the area and prepare a summary of the information as it relates to fair housing practices. Review the state's Landlords—Tenants Act and regulations governing the rental and leasing of residential property Summarize the efforts of the local Board of Realtor's Code of Ethics, policies, training, educational requirements_, and to raise awareness of fair housing choice Review the local newspapers, the publications ''Sales of Homes'and Listing of Rental Properties"for compliance in advertising with the Fair Housing Act Research and report on the availability and dissemination of information on programs and services that provide financial assistance to low-income families and individuals for private housing Determine the extant that accommodations are made to private housing, both new constriction and substantial rehabilitation of multi-family housing, for persons C9 h disabilities. Evaluate the programs and services offered by the local Homebuilders Association in the County to assist low- income or disabled persons or families. • Perform Interviews and Conduct Meetings: Our firm will prepare separate survey forms to send to various local and regional agencies and organizations that the county recommends,based on the fo.lowing categories: housing development agencies(public and private) owners, realtors, management agencies, and landlord organizations; advocacy groups (particularly those for persons with disabilities); civil rights, legal rights, legal services organizations; NAACP and ethnic organizations; the LGBT organization; agencies for the homeless; consumer and housing counseling agencies;senior citizen groups;etc The county and our firm will develop a list of organizations, agencies, and firms to contact for the surveys UDV will tailor the survey for each category. The surveys will be mailed or emarted to the different agencies by the County In addition, the surveys will be created as a fill in the blanks PDF format'and placed on the county's and town's website. The county and toi.n will collect the replies and UDV's staff will summarize the responses ytre will meet with the HUD FHEO staff during the planning and research process to discuss the proposed methodology and the status of previously identified impediments to fair housing choice DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 It is also important to have separate meetings with the Housing Authority and the local Fair Housing Board to involve them in the planning process and the development of identifiable impediments to fair housing choice UDV will request reports and listings of noising complaints filed with the following organizations: HUD-FHEO Regional/State office; Fair Housing Board; State Human Relations Commission; and U S Attorney Generals Office (Justice Department);and our staff will provide a summary of the complaints and disposition of the investigation and outcomes We will also prepare a general resident survey form that will utilize the 'Survey Monkey format to obtain in-put from residents throughout Orange County Our firm will conduct a series of meetings with groups and organizations involved in fair housing,. civil riohts, and advocacy groups Our firm will prepare an agenda and outline for each meeting that will be submitted to the county for prior approval We will prepare meeting notes and a summary of each meeting On firm ‘011 follow-up with telephone interviews for those groups and organizations that did not respond to the survey nor attend the meetinos, A complete list of all groups, agencies, organizations and incirviduals contacted will be prepared,along with a summary of comments Our firm will do interviews with selected groups on a one on one basis Prepare an Analysis of Data: UDV's staff will prepare maps illustrating the location of public and subsidized housing; low- and moderate-income census tracts; concentrations of minorities; and housing tenure These maps will illustrate any patterns of concentration of assisted housing in area with concentrations of minorities or areas with i0W- and moderate-income concentrations UDV will prepare a review of the Town of Chapel Hill's current Analysis of impediments, including the previous impediments, what actions have been taken to address those impediments, what policies were developed, what policies was adopted, and if there are any unresolved issues A summary of all fair housing complaints filed in the county +ivith HUD, the US Attorney General's Office, and the Fair Housing Board viral be made, and which will indicate all outcomes and results DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 A comparison will be made between the local Fair Housing complaints and the total state complaints will be examined for trends A narrative will be prepared that lists what fair housing planning efforts are being undertaken in the Ton of Chapel Hit - A narrative will also be prepared which lists the number of existing affordable housing units by category,the estimated demand or waiting list for affordable housing, and what programs, plans or goats the area has to address those needs - A summary based on the estimate of the number and types of accessible housing units in the county will be prepared to ascertain the existing housing stock versus the demand for accessible housing A narrative will be prepared on any evidence of:segregated housing conditions; dis i minatory lending patterns, practices, and disclosures; discriminatory appraisal and insurance underwriting practices; and disinvestment and insurance"redlining"practices The programs and services offered by the Town of Chapel Hill will be reviewed to determine if there is a need for increased programs and services for affirmatively furthering fair housing • List of Recommendations and Conclusions: A narrative will be prepared on whet actions are necessary of which need to be improved to affirmatively further fair housing(AFFH)in the county A narrative will be prepared on any conflicts that may exist between existing local laws, the local Zoning Ordinance, land use regulations and policies as compared to the Fair Housing Act and its amendments A statement will be prepared if there are any observed conflicts in the housing agencies, departments and administrative policies, practices, and list iDutio' of federal funds and the Fair Housing Act Recommendations and improvements if needed, will be identified on: local realtors and their practices; mortgage lending and financing of the purchase of homes;advertising in daily newspapers of homes for sale or apartments for rent; and any discriminatory or non-responsive properly management or rental agent actions, as these all relate to the Fair Housing Act A narrative will be prepared that describes the enforcement and monitoring policy of local programs and grants and now they affirmatively further fair housing,. • Impediments to Fair Housing Choice: DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Our firm will identify any impediments it finds to fair housing choice. Each impediment will be listed separately with the goals and actions necessary to address and overcome that impediment listed in a tabular format per the HUD FHEO request. The strategies Il be identrtied to address each impediment and goal The entities responsible to address the strategies and to provide the necessary resources will be identified An estimate of the cost over the next five year period to address each strategy will be shown on the tabular form IV. SERVICES OR REQUIREMENTS UNABLE TO PERFORM There are no services or requirements referenced in the County's RFP that the firm of Urban Design Ventures is unable or unwilling to fully perfonr. Our firm has performed all of the requested services for numerous clients over the past twelve(12)years V. TIME SCHEDULE A. Milestone&Dates: The following time schedule is proposed for consideration for the preparation of an Analysis of Impediments to Fair Housing Choice Month One—February 2015 Meet with local staff and officials to initiate work on the Analysis of impediments Review existing studies,census data,and CHAS data Review timeline schedule with local staff Establish a schedule of interviews with stakeholders Prepare a resident survey form for staff review Prepare a list of housing providers, social service agencies and other stakeholders to meet with Mail to organizations surveys and invitations for roundtable discussions and meetings Prepare survey form for stakeholders for the Town and County to send out with letters inviting them to meetings Have a discussion with the HUD-FHEO Representative to review the status of the A I and gather their comments Send out questionnaires to public Month Two—March 2015 Prepare a draft letter Icy HUD-FHEO to obtain a East of complaints tiled with HUD from 2005 through 2014 for the Town to mail to HUD Freedom of Information Office Prepare an outline of census data and HUD CHAS data Conduct roundtable discussions with stakeholders DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Meet with other interested groups - Upload citizen survey forms on Survey Monkey to local residents and put a link on the local website Interview social service providers Interview local housing providers Interview the local Housing Authority Interview the local Board of Realtors Interview Ideal advocacy organizations Meet with the Fair Housing Board Interview advocacy groups, civil rights organizations and organizations representing the special needs populations - Review the HM DA data Review foreclosure data - Review the local Housing Authority's plans on affirmatively furthering fair housing Examine accessibility issues Review HUD FHEO Complaints • Month Three—April 2015 Prepare maps illustrating the demographic data - Review the Town of Chapel Hill Zonr:ig,Ordinances and land use/development policies and prepare a summary Prepare summary of resident survey results Prepare summary reports of meetings and interviews - Interview the State Human Relations Commission Review HUD c FHEO Complaints Prepare a narrative update on the Town's previously identified impediments to fair housing choice Follow-up interviews with stakeholders, advocacy groups, civil rights organizations, and organizations for the special needs populations Prepare an outline of potential impediments to Fair Housing Choice Prepare an analysis of effectiveness and role of the Human Rights Commission Prepare a"Draft"Analysis of Impediments for review by the local staff Complete the Draft"Analysis of Impediments for submission to the Town and County for review and comments Make any revisions based on local staff review and comments Month Four e May 2015 Prepare an ad for the public hearing and a display notice that the "draft` Analysis of Impediments is on display for public review and comment DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Place Draft`A 1 on public display for review and comment Put the `Draft`Analysis of Impediments on the local.iebsite for public review and comments Attend the public hearing on the `Draft" of the Analysis of impediments Make any changes or revisions to the document Provide information for the local general body's approval of the Analysis of Impediments • Month Five—June 2015 Print final changes to the document Submit the Analysis of Impediments to HUD Office for review Follow-up with the HUD Office staff to address any questions or comments VI. PROPOSED FEES FOR SERVICES- A. Lump Sum Amounts: 1. Analysis of Impediments $18,500 Note: This cost is inclusive and consists of ail indirect costs such as travel, printing, postage, telephone, expense, etc There will not be any additional costs or fees associated with the A I VII. REFERENCES- It is recommended that the County staff contact client references to ascertain the quality of ow firm's work and experience in preparing Five Year Consolidated Plans and Annual Action Plans, as well as other strategic planning initiatives Current clients to contact include: A. List of Contacts: • City of Pittsburgh, PA — Mr Mike Petrucci, Assistant Planning Director, City of Pittsburgh, Department of Planning; 200 Ross Street, 2`u Floor, Pittsburgh PA 15219; (Phone) 412-2:5-2211; (Fax)412-393-0151;(Email)m ke,eetrucc @oittsburnhoa.aov • City of Salisbury, MD — Ms Deborah J. Stem, Director of Community Development; 125 North Division Street, Salisbury, Maryland 21301; (Phone) 410.334-3031- (Email) dstarn@ctsalisbury md_us • City of Durham, NC Ms Wilmur Conyers, Federal Programs Coordinator, 807 E. Main Street, Building 2, Suite 200, Durham, North Carolina, 27701; (Phone) 919-560-4570 Ext 22277: (Email) wilmur,conyers@durhamnc.ocA VIII. CONTRACTS TERMINATED- UDIr has not had any contracts terminated prior to completion ever in the past twelve years of the company's existence. DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 X. ATTACHMENTS There are two attachments to this Proposal: A. List of Chants and Services Provided: COBS and HOME Entitlement Communities B. Résumés: Key staff to be assigned DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 ATTACHMENT A"; Clients ° IJIIW staff prepared the following.: Commonwealth of Pennsylvania - City a Farrell-Centennial Piave Protect Cor roan€ty DCEC-Office of Community Development 400 Development.-public improvements in cut port of FDnia.Sweet,4th Floor inw trod income housing ($1:0W,000 Section 108 Ha:cob„ro PA:.17120-022a Leant City of Pror,sseon-Fa --an and Pile-Economic i Development-Loan to private enterpr=ise for job Co tact: creation (52,00.000 Section 108 Loan) Mr.Ed Geiger.Director Bos ov's Department Stores-Eccnorr o Development :trop Inc Cour3;"n-rty DonaitiprOr± -Loan to pr:srate en erir.se t.,rob creation and Phone: =20.7407 retention(-335,000,D00 Section 106 Loan) Fax:717-214-5416 City of Carbondale Pioneer Plaza-Economic Ems l:an.,oe•s(aru.„s on Development ent-Loan to prosra ac orprwe tor toh creation (54,000X0 Section 105 Loan) t City of Jeannette South Sixth Stress,Revitalization= Community Cevel =Went-public improvements in support of lewirt d income housing ($9666,000 Section 103 Loath I • Some isM iovnslto rnP rbi 5.-0W8r P 1 : - Community Dev I;agn- rt-insialiehon at site improvements and public 0((tle3 (St:100,0W Section 105 Loan) • 34!umbel Company.Economic Development-Loan to primate enterprise for job creation and retention ($15,000.000 Section=03 Loans • City of Monessen A um sorco-Economic Development-Loan to pti ate onto.prise for job creates (55,490:000 Suede:106 Loan) • Lackawanna County SUB CO Economic I � Development Loan lo pr;tiE1 e enterprise for ab creation and retention,($2J04,000 Section 08 loan) City of Pittsburgh.PA Roloornatf d Five-Year Conic idalad Plan Department of Planning FY 2007 Annual Acfiorr Plan 20=0 Rocs Street,2m Floor FY 2006 Annual Action Plan Pittsburgh:PA 15213 FY 2-fix00 Annual Action Plop = • FY 2010-2014 Five-Year Consolidated Plan Contact: a F"2010 Annual Action Plan Mr Mete Pet col.Assistant Planning DireCtor Director FY 2011 Annual Action Plan Donna:412-255-2211 *. FY 2012 Annual Action Plan Fax:412-03 1-0151 I . FY 2013 Annual Ac;[»Plan(aCen Planning Suite) Email: a.k_.net€nee a`no- no = FY 2,014 Annual Action Plan(acorn Planning Sri te): • FY 20W CAPER ti FY 2007 CAPER a FY 2008 CAPER FY 2003 CAPER a FY 2010 CAPER • FY 2011 CAPER o FY 2012 CAPER. Y 2013 CAPER,eC otr Planning _llol 2007 Analysis at impediments eras Fair 14x,sing Choice NSF Applications Mr the Stimulus u;n • l-PRF Applications tor the Stimulus Funds ▪ COEC R Applications for the S ti-rrios Funds i * 2012. Analysis o impediments to Fair Housing Choice ESC SulysNantial Amendment of the FY 0011 Annual Action Plan DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 • Technical Assistance with the Federal Programs'a` I 1015 ]Allegheny County,PA 0017 Ara aia of lmpedlmen s to wr 1151,g CilDice Al gr eny County Eta Development • FY 2010 Annual Action Plan 'One Chatham Center • FY 2010-2014 Five-Year Consolidated Par 2 Washington Placa,Suite FY 2011 Annual Action Plan Pittsburgh,FA 15219 • FY 2012 Annual Action Plan FY 2013 Annual Action Plan Ken Planning Suite) Contact: • FY 2014 Abitibi Action Plan leCor Planning Sued Ms Christine B-u in ki,P'r uct Manager _ • FY 2010 CAPER .- P1Eonet 412-350-1051 • FY 2011 CAPER 'Fax::412-642-2217 • FY 2012 CAPER Email c• lira deu irok wa s ertycou=tv.vu • FYY 2013 CAPER feCrifin Plant Suite. • ESC Substantial Amendment t f the FY 2011 .nt al Adion Plan Technical Assistance with the Federal Proorams Munioipulity of Penn Hills,PA 2007 Analysis of impediments to Fair Housing Choice 2245 FranksTown Road • 20'S Analysis of inmediments to Fan.;.Housing Choice rburgF,PA 15235 Contact Mt Chas Blackwell l Phone:412-798-2126 I Fax:412-795-2160 I Email:cniackwellagennhillumr City of Sharon.,PA ? • FY 2005 Annual Action Plan Community Development • FY 2005-2009 Five-Year €o,aoi:datec nie, 155 West Connelly Blvd • FY 2010 Annual Action Plan Sharon PA 16145 •- FY 2010-2014 Fise-Year Five-Year Consdidated Flan • 2010. Analysis y s s ci impedimenta to Fair Hsu r n Choice Contact: • FY 2005 ERR. Mr Scott Andiejchekt City Manager • €Y 2007 ERR Phone:724-953-3232 • FY 2033.ERR F X:724-989-1951 • FY 20139 ERR Email:sitemanaoorecitvolstiarontriel _ • FY 2010 ERR j y FY 2011 ERR FY 2012 ERR E • FY 2013 ERR • FY 2015-2019 Flue-Year Con olidated Plan Koh Planning Suite) 1 • 2015 Ana`vals of Impediments to Fair Rousing Choice L • Technical Assistance with the Federal Programs !City of McKeesport,PA FY 2005 Annual Action Plan STY3 Fifth Avenue • FY 2005-2009 Five-Year C nso dal Plan McKeesport,PA 151 • 2003 Analysis Analysta of impodlmonts to=air Housing Choice • FY 2007 ERR .. I Contact 1 20-05 ERR Mr A.l Tedesco, • FY 2009 ERR Cortlnlun y Development Director • 201 Analysis of impediments to.Fair Rabin Choice Shone:412-675-5020 • FY 2314 Annual ual Action Plan(scan Planning Sub p) Fax-412-675-5049 j • Technical A�€s anco with the Federal Programs and Email:n1 road.edeaco n'okaasetort no cov IBIS • FY 2013 CAPER City of Lebanon,PA • 2011 Analysis of Impediments to Fair tinotsing Choice POO South 8h Stree_Room 213 • FY 2010 HOME ERR E Lebanon,PA 17042 • EY21.11 0fr0a ERR • FY 2•35 CDS'S Amendment ERR Contact: I • PA RACE Application 1 ifs.Melissa E.Quirta,nas 1 • Technical Assistance with the Federal P o_amp DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Community Development Administrator Phone:717-220-4467 Fax:717-274-2452 Em u3 ones Las.-o amoro Northampton County,PA FY 2010 ERR Cunt..of Coin and Eden Res. Section 3 Plan 680 Washington Street =Easton,PA 18042 ]Contact Ms Lon Sy ,ansky Community Development Administrator Phone:81 559"3200 Exit 2 �. Sam 610-559-3775 si 1---137065-kv9norithannotoriceunly,or. 1 Washington County,PA f Washington on County-84 Lumber Company-Economic Redev Authority of the County of Washington Development-Loan to pnvate enterprise for job 100 West Beau.Street, Suite 603 creation and retention (35,M33,01.10?r_OC S on 105 Loan) Washington,PA 15301 Contact: 1 Ms Brenda Williamson,CORG and HOME Coordinator Phone:724-228-6875 ': Fax 724-228-6829 mall_bren d a a,liamao t r`ac s.rrat 'City of Martinsburg,WV FY 2004 Annual Ac:on.Plan City Hall,232 lorb Queen Street • FY 2005-2009 Fives Year Co-tool d_ud Plan Martinsburg,WV 25401 - FY 2005 Annual Anteen Plan • FY 2006 Annual Action Plan Contact: • Retorm `tea Flea-Year Crnso€dated Plan Vs Nancy Srl to CD;Director • FY 2837 Annual Action Plan Pnurna:304-254-2131 Est.270 • P'2088 Annual Action,€lan Fax:304-264-2137 FY 2009-2-013 Five Year Consolidated Plan Em l:natrineCcitwetmaransburnmim • FY 2009 Annual Action Plan • Y 2010 Annual Action Plan • FY 2011 Annual Action Plan • FY 2012 Annual Action Plan • FY 2013 Annual Actor';Plan • FY 21105 CAPER • FY 2006 CAPER FY• i 20007 CAPER • FY 2000 CAPER • FY 2009 CAPER l '<. • FY 2010 CAPER • FY 2011 CAPER • FY 2012 CAPER • F-=2013 CAPER • CG0G R Applications for the Stimulus Funds • 2010 Analysis of lrnpedimente to Fair Housing Choice •. FY 2014-2018 Five Year Consolidated Plan(eCu-t Planning SMte • FY 2014 Annual A-;on Plan feCon Planning SLAM • 20114 Anatyaie.nit impediments to Fair Housing Ch-nice • Technical Assistance with the Federal Programs and lols 1 City of Huntington,WV • FY 2804 Annual Acton Plan BOG Fi`11 Avenue,City Hall • FY 2005-2009 Five-Year Ccrnaolidaled Plan- [1-l.nting1.n,WV 25701 • FY 2005 Annual Action Ran • FY 2006 Annual Action Plan Contact • Reformatted Floe-Year Consolidated Plan DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 's=ir,Charles Holley,Director,Deot of Development FY 2007 Annual Action Plan &Planning s`Try 1'200E Annual Action Plan Phone:304-69-5-4486 FY 2009 Annual Action,Plan Fax:304-696-4465 FT 2010-2014 Five Soar Consolidated Plan Erna:ulv lev city i Ar-e 1.7ton.ccm FY 2010 Annual Action Plan • FY 2011 Annual Action Plan • FY 2012 Annual Action Plan • FY 2013 Annual Action Plan - FY 2014 Annual Action Plan • FY 2005 CAPER • FY 200 CAPER • FY 2007 CAPER ▪ FY 2003 CAPER } FY 2009 CAPER • FY 2010 CAPER • EY 2011 CAPER • FY 2012. CAPER ▪ €Y 2013 CAPER '.. r * 2007 Analysis of Impediments Fair Housing Choice ▪ Fr PRP Applications for the Stimulus Fonds CDBG-R Applications for the Stimulus Funds 2°011 Analysis of Impediments to Fair Housing Choice ESA Substantial Amendment rent r the FY 2011 Annual Actin Pear ▪ Technical Assistance with the Federal Programs and ID IS City of Wheeling_,WV FY 2005-2002. Five-Year Consolidated Plan City-County Building,Room 305 FY 20}5 Annual.Act^n Plan 1 1 'Chap E e Street FY"2 06 Annual Acton Plan Wheeling,WV 28003 - Reformatted Five-Your Consolidated Plan I n FY 2007 Annual Action Plan I Contact: * FY 2009 Annual Action Plan Ms =1arrcy P agar,Director,Dept of Economic and _ FY 2009 Annual Acton Plan Community Development * FY 2010 i2014 Five Year Consolidated Plan Phone:WA-234-3717 • FY 2010 Annual Acton Plan Fax:3384-233-3829 = FT 201 1 Annual R ion Plan Email:noranerMailvotwhenwracru - * FY 2012 Antral Action Plan • EY 2013 Annual Action Plain • FY 2014 Annual Action Plan • FY 2005 CAPER • FY 2006 CAPER • FY 2007 CAPER ] • FY 2008 CAPER. • FY 209 CAPER s FY 2010 CAPER • FY 2311 CAPER • FY 2012 CAPER = P3 2013 CAPER • 2009 Analysis of Impediments c Fair Housing Choice e • Technical Assistance with the Fads a`Prutlrar''o and 1015 City of Weirton,W61 # FY 2005-2009 F e Y Consolidated ated Play 2 r Municipal Plaza - FY 5 Annual Action Plan Weirton,We 26062 FY 2006 Annual Action Plan i . Reformatted Five-Year Consolidated Plan Contscr 2007 Annual Action Plan (*As Beth Gaughan,S G Administrator - FY 20(18 Annual Action Plan Phone4 304-797.8516 ( , FY Annual Action Plan Fax:304-797-8519 i = EY 2010 Annual Action Plan I Email:c,sboadroimedtvo aeiricn r-orn- 1 ; FY 2010-2014 Five Year Consolidated Plan DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 • FY 2011 Annual Action Plan Fy 2012 Auseat Acfunn Plum • FY 2013 Anouat Actimn Plan • Fy 2014 Arinuat Amnon Plan • FY 2005 CAPER • FY 2006 CAPER * FY 2007 CAPER • FY 2008 CAPER * FY 2009 CAPER • FY 2010 CAPER * FY 2011 CAPER • FY 2012 CAPER • FY 2013 CAPER * FY 2011 ERR • FY 2012 ERR • FY 2013 ERR 2000 AOaivolS of Impediments to Fair Housing Choice • Teohnical AS8iStanc,e with the Federal Programs and 1015 City of Morgantown,WV t 2005 Analysis of Impediments to Fair Housind Choice 38.9 Spruce Striae • FY 2000 CAPER Motgentrayn,WV 2E505 * FY 2009 CAPER • FY 2010 CAPER Contact: • FY 2011 CAPER Mr Owed Boit,Community Development Director • FY 2012 CAPER Phone:304-284-7500 * FY 2013 CAPER feCon Flannels,Suite) Foe:304-284-7430 ii Technical Assalerice with thp Federal Programs and 1 Email:dbott@odeofmomarlowomes 1DIS City of Charleston,WV t FY 2010-2014 Five-Year Gensolidated Par Mayor's Office Econ and Coot Dev - FY 2010 Annual And Plan 105 McFadantri Street * 2011 Atitelysis of Impediments to Fair Housing Chioice Charleston,WV 25301 * Technical Assistance with the Federal Programs Contact Mr Brian A King.Director Mart's Office of Economic and Community Development Phone:304-348-0035 Fax:304-348-0704 Email:brrain E4cevelcStartesion,oroi City of East Chicago,IN FY 2010 Annual Action Plan Department of Redevelopment * FY 2011 Annual Action Plan 4920 Larkspur Street;P0 Box 4E8 10 2012 Annual Acton Plan East Chicago,IN 46312 t EY 2013 Annual Action Plan(eCon Manning Suite) t FY 2003 CAPER Contact: t FY 2010 CAPER Mr Nicholas Smith t FY 2011 CAPER Phone:215-321-6013 t FY 2012 CAPER Fax:219-391-8513 t FY 2013 CAPER feCon Planning Sae) Email:nemilhaeasichicass,com • Harbor Area NASA Refroll ▪ Techrecal Assistance ri Rental Policy FY 2014-2018 Five Year Consolidated Plan(eCon Planning SUM) • FY 2014 Annual Action than(oCeri Planning Suite) 2014 Analysis of impediments to Fair Housing Choice ('1 process) City of Gainesville,GA v FY 2010 ERR 311 Henry Ward Way 0900 Is,GA 59501 DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Contact:Mr Chas Davis Housing Division Manager Phone:r70=531.=5551 Fox:777 36-2474 Email:ccav srer=nin s'iiicher.- _-- City f Gulfport,htG Y f� . 2012 Analysis oil€mpediarisrt Le Fa_r:-sousi:1G Mo�-� 1410 Avenue - 1 Hardy)••:=1111ri€m 2`F€dar Gulfport MS 39502 r 3 Contact: Ms Karen C.Marty Community Development Department Phone:228-868-5736 nails 4rnccarty u o:rr,,n ov City of Durham,NC . 2912 Analysis et impediments to Pad!Housing Choice 007 E.Main St,Bldg 2,Ste.200 FY 2015-2019 Five Year'Consolidated Man,Under Durham North Carolina 27701 3 Contract) FY 2015 Annual Act=ors Parr Under Contract) Contact FY 2015 Analysis [Impediments to Fair Housing Ms.W[=--ur C rnyera Choice(Under'Contract Federal P oarssrns Coordinator 00;11'nun y Development t Depart errt Phone:919-560-4570 Est 22277 ma='°Witrucr,Cohl rerskhdorbarnnowoo Miunic paiaty of Norristown„PA • 2012 Analysis or Impediments to Fair Noire ng Choice 235 East Airy Street it FY 2015-2012 Fro Ye Consolidated Pion(Bride, Norristown,PA 19401 = Contract) FY 2015 Annual Ashen Plan(Under Contract) Contact: ?xis,.Jayne Mosanya Planning&P1 n§sipal Development Phone:610-270-0450 Email:Sansone:Mnerristowitom Wyoming County,PA. • FY 2O.1 ERA ......... ........ 133 5,J Bailey Road CDBG-DR Application P.O-Box 350 .. FY 2013 COBS Applioatbo Nicholson,PA 1644.6 Technical Assistance with the Federal Programs Contact: Mr.John J Jerinin a,Executive Director Wyoming yoming County 14ousing Housing and Redee Authority Phone:570-942-6155 erstai3: wcn x ne;or i City of Kenosha,.WI = 2012 Ar h s_.at impediments to-Fair Housing Choice----. [ 625-52'Street,Room 306 Kenosha,Wl 53140 Contact '.. Mr Tony Gelicho Community Development Specialist Phwre:262.653-4030 Email:tc iche kenostra.orn i Abington Township,PA 2012 Analyst o'Impediments to Fan Housing Choice 1176 Old Yard!Road i = FY 2013 Aanuat Action Dian. Abington,PA 19000 • FY 2014 Annual Action Plan. . FY 2013 ERR DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Contact: a FY 2012 CAPER Mr.Van Srrother,Director I = CDiiB D 4 Application Office of Community Development Phone: •5361000 i Email:- a harr`ds712thcomeast_eel i City of Chester,PA ......... , Technical Assistance with the Federal P ogran 0 Managed by:Chester EtgrailMiA DeVelOp MAW = FY 2013 ERR Authority s FY 2014 ERR 35 East 5m Street,.13.Floor = FY 2015-2019 Five Year Consolfiated Plan Won PC Box 407 Plannhno Suite) Chester.PA 19016 Contact: I€'s JoAnr Ruark Chester Economic Development Authority .Phone:6101447-7850 Email:tz Wm-de cc Lehigh County,PA a FY 2013 Annual Action Plan MO on Planning Suite) Lo°igh County Government Center = FY 2014 Annual Action Plan(eDen Planning Su2s) 17 South Seventh Street s FY 2013 ERR Allentown,>=ennsyit anm 13101_01 ,. Technical Assistance with the Federal Programs any IDS I Contact: Ms Paulette C tf ii COBS Program Coordinator Phone: 610)762.35 danietteoilleiMiehMhonatemorh.. City of Salisbury,MD FYI 2014-2016 Five Year Cot Soldated Plan(neon 125 North Division Street Planning Suite) Salisbury,r u flyer# 21001 - FY 2014 Annual Action Plan teCon Planning Suite) Content: = 2014 Analysis of Impediments to Far Rousing Choices Deborah J Slam Director ci Conn 1nr ty Development Ph-Dne_ 410,334.3031 •Ma€. da c s lO otu v and us City of Johnstown,PA ......... ........ _ €_Y 2014 Annual Action Plan(eCo i Planning Suite) ,401 Main Street = FY 2015-2019 Five Year C nsol€cairn Plan(e Con on Johnstown,PA 15a34 Planning Suite) _ FY 2015 Annual Action Plan leCon Planning Suite) I Contact: s Fr 2013 CAPER tin Renee Dal, s Technical Assistance with the Federal Programs and Director,Community and Economic Development i 1015 Phone:(514)535-8615 s FY€01 A=aiya s of Impediments to Fair Housing Er-mail:rdAiy.figirATI,corn Choice j City of Erie,PA = Technical Assistance with the Federal Program and Hoorn 404 626 State Street 1D1S Fee,PA 16501 FY 2015-2016 Five.Year Consolidated Plan.(eCan Mannino Suite) Contact: Ms.Melanie Johnson i Assistant Director Dept of Economic and Community Deveicpmeni. phone (514)570.1077 Email:miohnsonCeneumes 1 City of Beckley,WV j = Ff 2014-2018 Five-Year Coroidatac Plan ieCot 409 South Kanawha Street Planning Suite; I Beckley,WV 25502 = F!2014 Annual Action.Plan(eCoh Planning Sohn) DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 i Citizen Participation Plan Contact I - 2014 Analysis of lrrpedimenla to For Housina-Choice Mn Angela L king = 4 Technical Assistance sa.n the Federal P oerams Grant Administrator Phone`(304)2 1 5-9 l eking@tinkleviorn City of Altoona,PA I • FY 2015-2019 Five-Year Consolidated Plan[eCon ]Alto to City Flak Saito 400 I Planning Suite) 301 1 Street 4 FY 2015 Annual Ar1Ern Pion(eCcn Fanning Site) Altoona.PA 15901 I 4 FY 2014 Analysis ot Impediments t ar HatiSthq Choice Contact ' Mr Lee C.Sttrsser,AICP Dnectin iPlantana Administrator Department Mentt of Planning and Community irev Phone;(9 14)949-24:0 j City of Joliet,IL I t FY 2015.2019 Five Year Consotu:ared Plan;oCon I 150 Want Jefferson Street Planning Suite) Joliet IL 50432 4 FY 2015 Annuel Action Plan(eCei Mannino Suite Contact Mr Aitre4D Me testa,Jr/MCP tD."srei;tor or Neigt-tort'c S-:ones Divisor, I. hard:($1F,)724,41C DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 t ATTACHMENT"B": URBAN WALTER J. HAGLt ND A A 'DE GN SUMMARY OF EXPERIENCE&QUALIFICATIONS: Urban Design Ventures,LLC,Homestead,PA 2002-present Founder A.Principal of Firm Responsible sible for Druvrdina technical assistance to client communities, grants writing, application preparation,implementation services and studies Prepares a;chifectural designs and drawings for housing developments, as well as urban design studies for both public and piiva,e clients, Project Manager for four CDBG HO fE delft communities in r er-isylvanie,West Virginia,and Indiana Mullin&Lonergan Associates,Inc.,Pittsburgh PA 1990-2002 Vice President Project Manager and Principal in Charge for five Federal COBG COB Entitlement Co:trntun ties, including two HOME Consortia. Project Manager and Principal it Charge far three Mate Small Cities Entitlement Cor imunities Responsible for providing technical assistance grantsmanship, and planning consulting services to each of she above federal and state entitlement communities in West Virginia and Pennsylvania under the Ccrrrrrun ty Development Biock Grant,Home Investment Partnership and Emergency Shelter Grant Programs Prepared applications for federally-assisted Mousing prograres under the HUD Section 202 and 811 Housing Programs, and continued to provide housing consulting services dining the construction phase. Responsible for providing consultation and research e f federal regulations Community Programs,lap-,Pittsburgh&Allentown,PA 1979-1999 Vice President Responsible to oversight and management of the housing and community development orogrerrs Of the firm's chants in Western Pennsylvania,Ohio MaryMnd and West Virginia Preparation of all of the Turn's UDAG applications for clients in west Virginia and Pennsylvania, Preparation of zoning ordinances and comprehensive plans. Redevelopment Authority of Allegheny County,Pittsburgh,PA 1969-1979 Executive Director&Chief Planner Responsible for preparation of urban renewal plans and modifications to the plans Responsible for urban design studies and downtoval revitalization projects Supervision of a staff of over 50 employees. EDUCATION; Syracuse University,Syracuse,NY Bachelor of Architecture with minas in urban planning DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 yiji Ru� KARL M. HAGLUND iDESIGN Vice President/Principal -VENTURES SUMMARY OF EXPERIENCE&QUALIFICATIONS: Urban Design Ventures,LLD,Homestead,PA 002-present Voce°rresrtfertt and Treasurer Assisted in establishing the firm and Minn the Articles of Incorporat en Responsible for all the financial aspects of the firm including payroll, taxes insurance, invoices,etc Responsible for preparing,presenting.and managing company f€nances. Responsible for providing technical assistance to client communities, grants writing, application preparation,implementation services and studies Project Manager for COBS,HOME,ADD,ERG, H€SE,and HOPW,?client communities in Pennsylvania,West Virginia,and Indiana Preparation of Five Year Consolidated Plans, Annual Action Plans, Consolidated Annual Performance Evaluation Repots 1CAPER'a Environmental Review Records (ERRS), Analysis o`Impediments to Fair Housing i l) and day to day questions on projects_ Assist in preparing redevelopment area plans/proposals for redevelopment authorities. Preparation of economic development applications and programs for client communities Preparation of project feasibility reports for mixed uses developments, Preparation of Section 108 Loan Applications.financial closings,and bond issuance.. Preparation,f Part,,ti,and III of the Historic Tax Credit Applications Assisted in the development of the certification of the Tax incremental Financing frtFii districts for the Bauer-Centre Redevelopment Area,the North Shore Stadium Redevelopment Area, end Uptown Redevelopment Area for the URA of Pittsburgh. Responsible for the preparation of the financial data analyis, urderevritirg, repayment schedule,and applications for the PA Section 108 Loan Guarantee Project, Kaufrnann's Department Stores,Pittsburgh,PA 2001-2002 Assistant B yerrEx�^utive Management Trainee Responsible for p-ovi ng technical assistance and management for a 12 million sales department for all the Kaufmann's stores Responsible for tracking sales and market trends Responsible or the preparation,including writing,graphic design,and layout for presentation of various sales promotions Responsible for providing consultation technical cal assistance in the ordering and budgeting for the department for all the Kaufmann stores.. EDUCATION: Syracuse University,Syracuse,NY Bachelor of Science in Finance and a minor n Economics ics DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 IURBANJON G. H r,nceinki SENIOR PLANNER VENTURES SUMMARY OE EXPERIENCE A QUALIFICATION Si Urban Design Ventures,LLC,Homestead,PA 2009-present Planner Provides project management assistance to client communities Assists in preparing redevelopment area plans}proposals for redevelopment authorities Assists In the preparation of grant requests and applications for funding Assists in preparation of program analyses for client comnunrtttes Assists in the preperaticn of strate9=.c plans Provides technical assistance to client communities Innovest Financial Management,Inc.,Pittsburgh,PA 2007-2009 Vice President nt Portfolio Management Responsible for developing individualized porsolio management solutions for institutional and individual investors by understanding client's needs,defining realistic investment objectives to meet client's needs, establishing the right asset mix for each investment portfolio and developing sensible investment o1cies designed to achieve client's stated investment objectives Responsible for sere=ic rg client accounts, providing account reconciliation services and creating quarterly asset analysis and performance reports for both held end non held client accounts Fleming Financial Services,inc„Pittsburgh,PA 2002-2007 investment Analyst Prov=ided back office sapped and investment analysis for a.boutique financial advisor,firm asset allocation models, determining investment selection executing trades and reporting account performance New York Life,New York,NY 2000-2001 Agency Trader Hied and processed institutional and €,dividual in;=eator security orders on New York Lila trading desk on a non-discret ionar=y basis T.Rowe Price,Baltimore,MD 1998-2000 Investment Representative Processed mutual Lind trades, serviced investment accounts, and answered shareholder questions concerning T_Rowe Price mutual funds investment objectives,risks and market performaance. EDUCATION Johns Hopkins University,Baltimore,MD Bachelor of Arts in Biology DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 R A KATHERINE L. RALiRN ES PLANNER ...VENTURES SUMMARY OF EXPERIENCE&QUALIFICATIONS: Urban Design Ventures,LLD,Pittsburgh,PA September 2012-present Planner Provides project management assistance fic client communities Assists in preparing redevelopment area plans.'proposals for redevelopment authorities orities. Assists in the preparation of grant requests and applications for funding. Ass=ale in preparation of program analyses for client communities Assists it the preparation of strategic puns Provides technical assistance to client cen,rnunities YMCA of Greater Pittsburgh,Pittsburgh,PA April 2012-September 2012 Grant Writer Wrote grant applications for YMCA at Greater Pittsburgh Local Government Academy,Pittsburgh,PA May 2007-March 2012 Prefect Consultant/ntet Administered a series of 11 training programs over eight months as a freelance Project Consultant Assisted With the planning and hosting of dozens of training events as an intern Analyzed program statistics and client demographics for various projects Planning and Development Corporation,Pittsburgh,PA Nov 200 Sept 2010 Property Manager Manager end Grant Compliance Officer Managed the land Neighborhood Partner-ship Pr ram and administered Is annual grant allocation of 5452,0000 among Six community partners Managed Oakland Planning's rental portfolio consisting of 82 affordable noising units Obtained Assisted Housing Manager certification Coordinated the ownership transition and rehabilitation of a 30 unit apartment building Oakland Transportation Management Association,Pittsburgh,PA July 2008-October 2008 Support Sta&Program Administrator Prepared grant applications Organized and managed four community outreach programs and events EDUCATION; University of Pittsburgh,Pittsburgh,PA 2008 Graduate School of Public and International Malts Master of Public Administration University of Pittsburgh,Pittsburgh,PA 2002-200 Bachelor of Arts in Poiitical Science and Communications DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 Attachment SPECIAL CONDIHONS Ciontiautot"in this section refers to Lisbon Desim Ventwca.LLC I Federal Provisions Report ing Requit etneuts: 1 Jr accoutaince with 24 CFR 85 360)(7),the COUNTY and Contactor Will comply with piH Gaquilemergs and regulations'art tan to repoitirea,specifically those as listed under 24 CFR 55 40 and 24 CFR 84 41 Patent Rights: 2 1 In accordance with 24 CFR 85 360)03),the GOUNIY and Crommetchi will comply with reaurremetas regtuamons pertauring a paight Tights with scripret irny discovery TS illthiltighi which is er is invented us the COUISC 01 01 LtildeT mooch conuam 3 Copipl 3 1 The United Statat Depmunent of Housing and Lisbon Development reserves a loyalty- free, nonexclusive, mad inewmable license to reproduce, publish or otherwise use, and to authotige others to use, Pm Federal Government puiposcs: fa) the copyright in any wank developed under a giant stifle:mit,or contract under a pant no sub.pm--ant;:Rod .any uglas of copyright to which a pantee,gulag-lame-a ot a ciontiamor purchases ownei ship with pant support 4 Record Retention and Access to Pertinent Intta matron: 4 1 in aenoutanien pith 24 cFR 85 3f3(i)(11),the COUN PI shall iambi all pertinent books, documents papms and records ematainina to this etantlact gerfordance with 24 CFR 85 42 fix a period et Eve years erica the date of areal payroserot and all otha pending matter ate closed All acciron mM meords shall be apirgained including pchitigtil propiaty and financial ietioias„ adequate to identify and account ter all costs pirmarruna to the Contract and such(term tee-nods as may be deemed nebessady to souse proper accounting for ail groject bands,both Federal and non-F eider al abases ifl accordance with 24 CFR 85 36(1)10),the Contracitm,and his subcontractor,if may,shall retain all-pertinent books,documents,papers and records involving transactions tainting to this commarit for hi cc wars Eton the date of final payment=del this corm:3M The Contactor shall maize sects records available to the COUNIY, the Comptroller General of the Untied States, the U S Department of Housing and Lk ban Development,or then duly authorized lepesenhatives too the purpose of snaking audit,examination,exempts and trairscripirous Jibe periods of access and examinaticm described above,for eemds which related to litigation an the settlement of elainp cuisine oui c perfennanee tias contract,or costs and expenses of DocuSign Envelope ID 7F37477C-8804-49AB-9710-C7AEB88A1860 I - -]C IMs contiact a, to which cLccp+ji-ml ilm been Wken by d-le- COUNTY, 11tv Connp-joi ' the Umto:i States- be US Departmeni ot HY using slid Uilban Dev-d'optlent, u! 'lack duly audm-'Zc4 lepm�cnzalives, sha-11 coluime umil Puch fitigatiam clainns- 0-1 excerttiol -, ha" IvCn d.snosed of No3-a&Pcnmi='on Clau.,c-gecsicm 3 O, Hoiis n M, _g and Cummi-n-i ny Mvelop om Act r:[ 1 -9 71; No person in e U °ttxl States, shall an the giounds of iaccl colm, naTional odgi , oi sca be excluded fioin puifWrmtion M, be derned the benef-its in, cm be subjectall to disc6xtuna---ien undei any Program m. act ivity LLded in Vholc oi -m nan with finids available und-,, this tifit Equal Euiploynnem Oppon-unity CLause-Exevurve 0,dei I 12A6 Clause: (Applica',Yle lo all mnu3cts L-,&aded in exec's o'.5-10;OCK, hy glanteas and thch Contial-tors ot su L--cinl-acu.�ts I :Ommnc� -f this ccnmact, th, �QntmctOi amc--- a-, fbilows: I D u T in �o tljj:� P C. 11te Conituel"C"Ll xi-, nol a2xunst 2r.y emplovee of applic-ant, f6i employnient because o, ! 4 - acc- colot- Itligion, ��tx- oF qamianal uli&M Hhe connackm will take art mat acf:on to cnmire zhaar applicants ate en v;d, anki uhrn ermplieyeei ant taeated du---- mmploy ment, wahoua legmd 'm theit tace, cu'llt- leligion- sex, Oa nationall ofigin Suelt actions shat w. crud h-,ul no, be IiUlited to ffie fe-Ne-wang. empi Iancn-., ut.-guading., dennotion, to un star: teeruu�mem of imuitinuru advenising-, lavofff w tummahon: ta-es in D-av ot fim c_ and selei:niem tot umung, utduding appi-e-n-ficeship The Cor-macto, amots U:) P.-'s, in Conspicuous nlacc,, avat'lable M cinplov' es and wr, kcaut, C, to b-- r--, i&d by fl P Ot Me conum*ing OfTicel sellm, the nrommotts o.' this nondismininqUon clause Me Comm c,c, WOL ;11 .11 qolic2latious C-1 fol c-mpimiers pAaced by o: on, N-Jha!f 01 the Cor-Xoctol, sl=,, tba- 4-1 qua od arinl ms it locziVe co--5Wea,,,On of e-miplomen, -'a-WU'n legml to ra-M Colol, iehglmj �Wx 1,11 Uall-Inai OlIg!"I The CcinuLcro- will scmd -'o, each la'bor utuon m to .m2&2r.Iahv- Y.- wenkels wiih which lie haE, a collc�.thc ',,wga2,,Iir---g ag.cemeat oi offim ckrnnii! c< - e, to 1, 7 p � -4� _gz a noile rk, -mvid—bythe 112460iSCDtcmbc copies of tho notice tlmpic;u ous places asailabieo cnlplo€°ees and appficaln?a tot empkTyTnent T-he Conuactuu ffl ,am;tly W;lh all nmovisw s M Executive0idei 714c? 11246otSepm-dou 4- I 9&S, and or inn egwalarions- and tele-vaim o.,deix f.. ce See,,e*alv ofl- )i T lie Cian.t1ac-Roi wi" rai nish all ffifen mation and t up-is -cqwa cO by E-xccu - ve 01 den No 11'46oi U u Scetem-m-r 24. �965, and bv 01c mzLla�tions, wnd cmdets of the Scat o, y of IL�bcn- u- PUTia 'hemo, xnC V0112 pelmit acce s m his books. -ioco-ds- and acrounts by ,h,- conuacurg aurnev and the Sm-Temy ofLaOvl Im numoses & unv,-_T-IgWion. zo aweltmp camphar e wiTh sudh lu,W& leg uilahons and cndcu; In the evert[ ol ine Contiactoj's r,,(Inwq,-.pfia9-cc with thc none sct'minafivr, clam csofilms coruzc� oi vvith b vach mlest itimlation_% 'IT -t =<a thk cormict may be caoc6od. temninrteLl, oT DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 saxpertided in whole pt oaat and the contractor, may be declined inch:Able for- fruitier. Governmeth connacts i0 aceprdance with mocedthes authorized in Executive Order 11246 to September 24,1965,and such other sanctions root be 2m001ed alai remedies involved as permed thommitive Ordes No 11246 of Septembet 24, 1963,Orr by rule, reenlation,or olden it the Sect etary it loth-0a 01 as otherwise provided by law The Connecter irthinde the provisions of par agi aphs 0)though(7)in every subcontract 0.1 pillellaSe order bream exempted by rules,lobular-tuna or orders of the Sceoclay or Labor issured pursuant be Section 204 crt Executive order 11246 of Septembei 1965,so that such provisions will tic binding upon each subcontractor or vendor The Contractor oh eke such action with impost to any subcontract rh purchase order as the conizacrinia agency may deect-as a means of enfeacing such provisions including sanctions tot noncomplemce Prowiebni,bran not that ti 1210 event rite contract becomes Met-1100A in, al ducatemcd with, litigation with a subcontractor; in vendor aei a result m such Buechel by the connamme apathy,the Contrachan may request Pte Bailed States to entea into such iitipation to protect the intel ems of the Uniteal Statm. Section HD ci the Rthabilitation Act of 1973,as amendcd-Norliscrimination itt th.0 Basis tor Hand-reap: I No quabliod hoot-copped Benson, -ou the basis of handicap, sixth he excluded from participation to be domed the Mendlts of r,:a otherwise he subjectod to rescrimination under any pnwpant OE'activity wirich reetemmt or benefits bona[ dot .financial assistance 8 Age Disci inaloation Act of 1975,as amended-Nondiscrimination on the Basis of Tyc: 3 I No qualified person shall-an the basis of age be excluded from paificipation ha be deviled the benefits ct it othermonse be subjemed to disaithinatien and any thogram or activity which receives IA berteitS fiom'Madera fritancial assistance 9 Scanlon 3 Clause -Compliance ha the PIOVISiOn et haininm Employment and Business Opportunities: ii The work to he Death hied under this c0ma0 is OP a project assisted under a prowara providing direct herieral Firmacial -assistance teem die Department of Housing and Urban Development aml is sublet-et to the reaurrements on Section 3 of the Housing iOtt Urban Development Act of 1968,as-amended, 12 C So 170Iu Section 3 requires that to the Neatest extern feasible,oppornmineos ltOt trairann.and employment be given to hewer than=residents of tie mother area and contracts for work or connection with the project be await-IBA to boor teas WrISMII5 are located in,it owned in SUbstamial part by persons tbiding in the arca of the thojein The prairies re this contract will comply with the provasions of said Section 3 and the minthations issued pursuant thereto by the Secretary of Housing and Urban Development set forth to 24(Iii. par 135,and sf pplicable rules:mid ofdars 01 thc Department issued thethuredet prior to the execution of this contract The parries or dus fronthact ecttley and armee the; they rue rather;no contactual or -other dimbitity which would eleven; them from complying with them thquitements Ihe Connacien will include tins Section 3 elaiose in coon subcontract fin with in connection with the pioneer and with 1 Or diwthrion 01 this applicant or recipient ot Federal ahaneml aSS3Staller,take appropriate actual puts-terra to the subcomther upon a tineling that the DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 SUbCOMIaCtOi 13. 11 violation or regulations issued by the Secretary cc thisusere and fifteen Development, 24 CFR Par 133 Ste Contiado' wI1 net subcontract with any auficonnectot where it has notice or kpowledge that the latter hes been found in violation ea I etplations under 24 Cl R Pant 135 and will not let any subcontract arleids the subcontractor has Mst provided n with a werlinninaiy statement of ability to comply with the reduiremunix of these regulations Cedmplianee-with the proidsions of Siertion 3,the regulations set forth in 24 CIR Pail 135,and all applicable rules - orders vi the Deparnacre issued hereunder prior to the execution of the contort,shall be a condition of the f c-deral financial&resistance provided to the project,binding upon the applicant ea Tm,-ipient So such assistaneer As simeessons&-r-rd assigns Failure to fiStill Meese receniements shall subject the applicant in tor-rule:TA,its contrectois and subcontractors,es sue:censors Cl newts hose. Eduction specified by Sc t pant or km aw eminent ot condi act through which Federal assistance is pi oxides&and to such sanctions as are specified by 24 CIIIR Per 133 10 Conflict or Interest: 10 I No member, officer,or employee of the CODINIX,or its egnews, no member of the governing body ot(Draimgc County,and no other public official of such locality on localities:who exercises any functions or responsibilities with iespect to the program during this tenure of for one year thereafter, shall have any financial interest, drivel no indirect, in any contract 01 subcontract,GI the proceeds thereof So work,ter cc pcieferned in connection with the program assisted uric this agreement limmidUrie family members of maid merthms,officers,employees, and officials are sittaleiffia hared Into having only financial Pretest in the plower-, the CODINCY and Contractor:shall bacormaw,fu cu-e to be inemporatedffin an such contracts or subcontracts, en provision prohibiting ouch inteiest pursuant to the purpose of this section in interest et Conti acre: 11 1 I lhe C-.volt covenants in he wesently has no it and shall not acquire inbreed, direct or indirect,in he project vest of any parcels theiern 01 any other interest which would conflict in any ma-me to degree with the performance of his intones hereunder 12 Ceitiliceme of 12 1 By enteftwd rotnci this contmet, Cant tie-tot certifies that neither it fium he 01 hod nor any peison on firm who has an interest Ur COEItiWaS iS in pet sOrk OT firm ineligible to be awarded Cover nment contracts by virtue or29 CIR.5 12011(1 If or to genie-pt-ten pop-aims pursuant to 24 CFR Par 24 ot,if emplicehlm by virtue el Seefion 3(s)of the Davis-Bacon tel No part of this contract shall be subconfiacteil a ant er person or ibm unclisthit for award of a Government contact b virtue 0129(FR 3 1211)(1)or to-participate it-IRA)programs plIMIZiat to 24(dR Part 24,on it applicable by conic of Seeton 3(a)ot the Davis-Bacon Act The penalty making false statements is inesmibed in"sob S Criminal Code,18 U S C 1001 arid tr5 S C 1010 I 3 Defter eid and Suspended Panics DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 13 1 The COUNTY and Contmetot must not make any awaid pennit any awaid(subgiot el contact)at any time to:any gamy which is debated m suspended of mm ethetwise exciudal nom met eligible fin pat ticipation in licdsnal ma:Ostnee moinams under innimative Oider 1P549, "Debat mein and Suspelishle By entezing into Ina contract the Contactor certifies that it is not cunentiy debated at suspended of is eithetwian excludes]dam at ineligible fel participation in I aSaiStaneettontattis Jade Executive Quiet 12549,IDebannenr, Suspensions" 14 Disputes,Default,and Imminatien 14 Div-mute' hi the event oi thspute eoat Linde'this Connact the.Tionniastot sllall math me COUNTY promptly ii writ-ingot then manteartions and submit Me claim It the dm:mac arISCS befete noffeiroance a firm totaled winks the %mitten notice shall be submitted pri0; to cat-mm encing such meth M any sment, the Contactor shall posicecad with site wolk compliance with tlye instructisms of the COUNT IC sueh compliat mu shall not be a' ion of the Contactolls tights to uniting a Maim,provided they have notified the COUNTY in wring its above stipulated 14 2 Delattit and Remedies Default shall consist of any failure by Me Conimetin in pertcam undei tins.contact m aysinen -amendments theteto m any Mooch et any covenant,ameement meignion m wallanty p,ovided by the Conn-ac ot as a pat at this emu-tact Act-ons wInch constitute a default ineludE but ma not limited to: A,Failure to submit to the COUNTY tenths which ate required put suant to fins cocoon N the Of INU11-&-d1Cp01:S Elot ate ineetrect at oteomplete 13 Submission M twuests Tot paymeri a elichlusement et amounts that me inesteet incomplete C Inc_faijose at the Contamin to accent any additonal conditions which may tic pisooded by Tan by executive alder by Tegulation at by°Mei policy annoormod hy the COINTY,the state sit any Indal agency D to pot Mtn any aCliVity'waited by this ceila act Upon(NCUITence of as default,toe COLN"V shall advise the Dom-Each]:in wining of the action constituting the default and specify yin actMns that must be taken to cute the default The COLIN I Y may suspend payment andel iho contact II a default is not cinted within 30 days Ilona receipt of wining notice at .sucht default by thc the COUNIY may commit]the suspension ni,by WritlerillatiCe at tell-nmatie,n,may tetmiacie the sgintsact Notwithstariding the above the Contracts,'shall not be relieved of liability to the COUNTY fig damage sustained by the COUNTY hy statue of any default m Meath of the cont act:and the COUNTY may de-salad the amount of damages hem any outstanding payments to the Contractor at may withhold payineins until such nme as the exact amount of the danmges is aeetomooned DocuSign Envelope ID:7F37477C-8804-49AB-9710-C7AEB88A1860 i 4 3 fulmination A it redmal banding fot this project is terminated and no °thc! funding is available lin continuation of this moject, the COUNTY will not be oblipated to continue liiinding bin the vocS ones contained in this crawl aut.and may teiminatetbe wanner 13 in 11w event of termination,rail property and finished or unfini$hed documents,data,studies, SUIVeyS, thawinids, mapit models, ithotomaphs arid wnpcscln prepwcd by en' pmcitised with CDBCATOME funds by the Cormactof undei this comma shall,at the option of the MUNI bixoriikti its limpet iy and the Contmetth shab be el-UPI-ad to teee055 just and equitable compensatbin flu any work satisfactot Hy completed hemundo