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1 REQUEST FOR PROPOSAL (RFP) Event #004581 Attachment B to Conduct an ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE with HOUSING NEEDS ASSESSMENT & HOUSING MARKET ANALYSIS (AI+) for the County of Oakland, Michigan RFP Issued: March 4, 2019 RFP Due Date: April 4, 2019 Delivery Oakland County Purchasing 2100 Pontiac Lake Road Building # 41 West Lower level Waterford, MI. 48328 Contact Telephone: 248 858-5484 e-mail: [email protected]

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Page 1: REQUEST FOR PROPOSAL (RFP) - oakgov.com · binders. The complete proposal packet must be in one sealed, company-marked, container clearly labeled, Event #004581 “Oakland County

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REQUEST FOR PROPOSAL (RFP) Event #004581 Attachment B

to Conduct an ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE

with HOUSING NEEDS ASSESSMENT & HOUSING MARKET ANALYSIS (AI+)

for the County of Oakland, Michigan

RFP Issued: March 4, 2019 RFP Due Date: April 4, 2019

Delivery Oakland County Purchasing

2100 Pontiac Lake Road Building # 41 West Lower level

Waterford, MI. 48328

Contact Telephone: 248 858-5484

e-mail: [email protected]

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Analysis of Impediments to Fair Housing Choice with Housing Needs Assessment & Housing Market Analysis (AI+)

Oakland County, Michigan

REQUEST FOR PROPOSALS TABLE OF CONTENTS

I. PROJECT OVERVIEW

II. SCOPE OF WORK

A. Project Details B. Geographic Regions C. Data Sources and Format

III. CONTRACTOR AND PROPOSAL REQUIREMENTS

A. Contractor Requirements B. Submission of Proposals and Deadline C. Equal Opportunity D. Federal Requirements E. Insurance Requirements F. Questions about the Request for Proposals G. Minimum Proposal Requirements H. Conflict of Interest

IV. EVALUATION CRITERIA

A. Screening and Selection Criteria B. Presentation

V. TIMELINE

A. Schedule B. Deliverables

APPENDIX A - Analysis of Impediments to Fair Housing Choice Scope of Work

A. Key Elements B. Public Input and Consultation C. Specific Elements

Demographic Data Evaluation of Oakland County’s Current Fair Housing Legal Status Identification of Impediments to Fair Housing Choice Identification and Assessment of all Public and Private Fair Housing Activities Findings and Recommendations Strategy to Address Impediments to Fair Housing Choice

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APPENDIX B - Housing Needs Assessment Scope of Work

A. Geographic Regions B. Data Sources and Format C. Housing Needs Assessment Overview D. Summary of Housing Needs E. Number of Households Table F. Housing Needs Summary Tables G. Disproportionately Greater Need: Housing Problems H. Disproportionately Greater Need: Severe Housing Problems I. Disproportionately Greater Need: Housing Cost Burdens J. Disproportionately Greater Need: Discussion K. Public Housing

APPENDIX C - Housing Market Analysis Scope of Work

A. Geographic Regions B. Data Sources and Format C. Housing Market Analysis D. Cost of Housing E. Condition of Housing F. Public and Assisted Housing G. Barriers to Affordable Housing H. Needs and Market Analysis

APPENDIX D - Suggested Data Sources

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I. PROJECT OVERVIEW

Incorporated on March 28, 1820, Oakland County covers approximately 910 square miles in southeast Michigan, immediately north of the City of Detroit and Wayne County. With a population of 1,250,836 (2017 estimate) and the County seat in Pontiac, Oakland County is home to a mix of urban and rural communities, encompassing 61 diverse cities, villages and townships, including thirty-two (32) downtown areas.

Oakland County has received federal housing and community development grant funds under the Community Development Block Grant (CDBG), HOME Investment Partnerships (HOME) and Emergency Solutions Grant (ESG) programs since each program inception to assist low income residents. These programs are administered by the U.S Department of Housing and Urban Development (HUD) and address HUD’s Office of Fair Housing and Equal Opportunity (FHEO) requirements. Jurisdictions receiving federal housing and community development grants from HUD strive to affirmatively further fair housing by conducting an Analysis of Impediments to Fair Housing Choice (AI) to evaluate, monitor, address and resolve barriers to fair housing choice within the jurisdiction.

The County takes steps to affirmatively further fair housing as part of the obligation it assumes when accepting HUD funds and conducts a new AI every five (5) years. Oakland County’s most recent AI was conducted in 2012 in partnership with the Southeast Michigan Council of Governments (SEMCOG) as a regional AI initiative.

The document is available at: https://www.oakgov.com/advantageoakland/resources/Documents/chi_2012%20Fair%20Housing%20Equity%20Assessment.pdf.

Oakland County updated the AI in 2017 specific to the County. The document is available at: https://www.oakgov.com/advantageoakland/resources/Documents/chi_FinalAIUpdateJune2017.pdf

The Oakland County Economic Development & Community Affairs Department (EDCA), Community & Home Improvement Division (CHI), is seeking an organization authorized to do business in Michigan to conduct and prepare an “Analysis of Impediments to Fair Housing Choice with Housing Needs Assessment & Housing Market Analysis” (AI+). This AI+ will align the County’s fair housing strategies with its grant process for the program year (PY) 2021-2025 five-year consolidated planning period.

The County is soliciting and accepting proposals from qualified, licensed and insured organizations demonstrating their qualifications and experience. The Contractor must be able to successfully complete and submit all items by the due dates described in the Timeline on page 12. All proposals submitted in response to this solicitation must conform to the required specifications outlined within this document and in APPENDIX A - Scope of Work.

The Contractor will complete the County’s AI+ according to Federal Regulations at 24 CFR Part 570.904. The Al+ must be undertaken in accordance with HUD's Fair Housing Planning Guide, Volume 1 https://www.hud.gov/sites/documents/FHPG.PDF. The level of review and analysis called for in "The Suggested Format for the Analysis of Impediments" HUD's Fair Housing Planning Guide (Chapter 2 -Appendix, pp 2-30 and 2-31) shall be considered the minimum acceptable standard for the depth of analysis.

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The Fair Housing Planning Guide states that the purpose of the AI is to: • Serve as the substantive, logical basis of Fair Housing Planning • Provide essential and detailed information to policy makers, administrative staff, housing providers,

lenders, and fair housing advocates • Assist in building public support for fair housing efforts • Identify potential barriers “impediments to fair housing choice” that may exist within Oakland County

and analyze their causes • Recommend implementation strategies and actions to overcome the identified fair housing choice

barriers based on history, circumstances, and experiences An AI involves: • A comprehensive review of the jurisdiction’s laws, regulations, and administrative policies,

procedures, and practices • An assessment of how those laws, etc. affect the location, availability, and accessibility of housing,

services, commercial and retail development • An assessment of conditions, both public and private, affecting fair housing choice in areas of low

and high opportunity The AI is a review of impediments to fair housing choice in the public and private sector. Impediments to fair housing choice are: • Any actions, omissions, or decisions taken because of race, color religion, sex, disability, familial

status, or national origin which restrict housing choices or the availability of housing choices • Any action, omissions, or decisions which have the effect of restricting housing choices or the

availability of housing choices based on race, color, religion, sex, disability, familial status, or national origin

In addition, the Contractor will complete a Housing Market Analysis and Housing Needs Assessment for Oakland County based upon the Scope of Work in APPENDIX A. The completed document will examine fair housing impediments, housing market and housing needs across the Oakland County jurisdiction of 61 Cities, Villages and Townships (CVTs). Although the cities of Farmington Hills, Royal Oak, Southfield and the Charter Township of Waterford each separately receive Community Development Block Grant (CDBG) funds as formula grantees and maintain their own Analysis of Impediments to Fair Housing Choice, these jurisdictions will be included in the County AI+ under this RFP.

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II. SCOPE OF WORK A. Project Details

A detailed Scope of Work is described in APPENDIX A. B. Geographic Regions The 61 communities that comprise Oakland County include the Cities of Auburn Hills, Berkley, Birmingham, Bloomfield Hills, Clarkston, Clawson, Farmington, Farmington Hills, Ferndale, Hazel Park, Huntington Woods, Keego Harbor, Lake Angelus, Lathrup Village, Madison Heights, Northville, Novi, Oak Park, Orchard Lake Village, Pleasant Ridge, Pontiac, Rochester, Rochester Hills, Royal Oak, Southfield, South Lyon, Sylvan Lake, Troy, Walled Lake, Wixom, Townships of Addison, Bloomfield, Brandon, Commerce, Groveland, Highland, Holly, Independence, Lyon, Milford, Novi, Oakland, Orion, Oxford, Rose, Royal Oak, Southfield, Springfield, Waterford, West Bloomfield, White Lake and Villages of Bingham Farms, Beverly Hills, Franklin, Holly, Lake Orion, Leonard, Milford, Ortonville, Oxford and Wolverine Lake. C. Data Sources and Format The County is aware that various data sources may reflect different geographies. The Contractor is expected, to the extent practicable, to use data that reflects all 61 communities. The Contractor must use 2010 decennial U.S Census data when baseline information is required. Current American Community Survey (ACS) data should be applied for comparisons. Current HUD Comprehensive Housing Affordability Strategy (CHAS) and other local/state/federal sources should be utilized as needed. Footnotes must detail the source for all primary and secondary data sources. See APPENDIX D for a list of suggested data sources. All data tables collected must be in Excel or DBASE/ArcGIS format. All the descriptive and narrative files must be submitted to Oakland County in MS Word and PDF formats. Data tables and files become the property of the County. To represent the findings, maps must be incorporated throughout the report where appropriate. All maps must be in ArcGIS-compatible format, with appropriate metadata.

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III. CONTRACTOR AND PROPOSAL REQUIREMENTS A. Contractor Requirements Eligible Contractors • Be a (limited partnership, limited liability company, for-profit corporation or non-profit corporation),

authorized to do business in the State of Michigan. • Provide organizational documents, including all certificates and amendments. For non-profits,

provide evidence of status from the IRS. • Have phone, internet, and e-mail access. Internet and e-mail access must be adequate to allow

the contractor to receive, download, upload and transmit complex data, files and attachments Desired Qualifications of the Successful Contractor The following or similar qualifications are necessary for the successful performance and completion of the services described in APPENDIX A: • Have previous or similar experience in fair housing data collection, data interpretation and

development of an AI+ • Employ experienced staff to perform services or have personnel supervised by experienced staff • Can successfully complete and submit the AI+ to the County by the due date • Work with the County, local governments, individuals and groups to complete the Al+ • Research, compile, analyze and summarize data • Incorporate the progress made on the previous 2017 AI Update which is available at:

https://www.oakgov.com/advantageoakland/resources/Documents/chi_FinalAIUpdateJune2017.pdf

• Identify potential barriers “impediments to fair housing choice” that may exist within Oakland County • Develop implementation strategies and recommended actions to overcome the identified fair

housing choice barriers based on history, circumstances, and experience • Recommend strategies/policies/activities for the AI+

B. Submission of Proposals and Deadline Provide one (1) original and seven (7) copies for a total of EIGHT (8) RFP paper responses. Provide EIGHT (8) complete electronic copies of the RFP response on a flash drive with the submission packet. The written original will be the official RFP submission and take precedence over all other RFP submissions. The RFP response should be on single sided paper presented in individual three ring binders. The complete proposal packet must be in one sealed, company-marked, container clearly labeled, Event #004581 “Oakland County Analysis of Impediments (AI+) Proposal” delivered to the Oakland County Purchasing Division, 2100 Pontiac Lake Road Building 41W Waterford, MI 48328 by 4:00 p.m. EST Thursday April 4, 2019. The proposal should be addressed to: Oakland County Purchasing 2100 Pontiac Lake Road Building # 41 W, Lower Level Waterford, MI. 48328

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Proposals will not be accepted after 4:00 p.m., local time, on Thursday, April 4, 2019. Proposals will be opened privately, but a list of responders will be made available. There is no expressed or implied obligation for Oakland County to reimburse responding firms for any expenses incurred in preparing proposals in response to this request. The County reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether that proposal is selected. Any materials submitted pursuant to an application or created pursuant to this proposal shall become the property of Oakland County to use at its sole and continuous discretion. C. Equal Opportunity All qualified contractors will receive consideration without regard to race, color, religion, sex, national origin, disability and familial status. Minority Business Enterprises (MBE) and Women-Owned Business Enterprises (WBE) are encouraged to submit proposals. D. Federal Requirements This is a federally funded, competitive request for proposals for professional services. Under the competitive proposal method, offerors are required to submit cost proposals that show the elements (e.g., labor, materials, overhead, profit) of their proposed costs or price. Grants funding the AI+ are subject to Federal requirements including the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (2 CFR Part 200). Under Executive Order 12549, the proposer must not be debarred, suspended, ineligible, or voluntarily excluded from participation in this transaction. The applicant certifies by submission of a proposal that it is not a debarred, suspended, or ineligible contractor by any Agency of Federal or State government. No proposal received from a debarred, suspended, or ineligible contractor will qualify for award. E. Insurance Requirements Prior to any individual contract award (but not as a part of the proposal submission), the successful proposer will be required to provide evidence of insurance coverages during the term of the contract at its sole cost and expense such as Workers’ Compensation, Commercial General Liability, Vehicle Liability and/or Professional Liability as outlined in the contract boilerplate. F. Questions about the Request for Proposal (RFP) This RFP is available for downloading from the County’s official bid solicitation website at: https://www.bidnetdirect.com/mitn. Additionally it can be viewed at the Advantage Oakland website: https://www.oakgov.com/advantageoakland/Pages/default.aspx and at the Community & Home Improvement website: https://www.oakgov.com/advantageoakland/communities/Pages/default.aspx . Questions raised by the bidders concerning the RFP must be submitted in writing via e-mail to ensure a fair and impartial process. Telephone or other types of inquiries will not be accepted. Contractors shall contact Scott Guzzy before 5:00 p.m. on March 14, 2019 via [email protected] using the e-mail subject line “AI+ RFP Question”. Questions received by March 14, 2019 will be answered by 4:00 p.m. March 22, 2019. No other question sessions or bidder’s conferences will be held. All questions and answers related to this RFP will be supplied to firms providing their contact information to Karry Rieth via [email protected], which will be used to develop a master notification list. If, prior to the proposal deadline, the County deems it necessary to provide additional clarifying

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information, or to revise any part of the RFP, supplements or revisions will be provided to all contractors who have indicated they will submit a proposal. The RFP Addendums will also be posted at https://www.bidnetdirect.com/mitn. Proposals will be evaluated based on the terms and conditions of the RFP, any supplements or revisions to the RFP and the answers to any written e-mail questions. G. Proposal Requirements Each proposal responsive to the Scope of Work will be evaluated by criteria outlined in this RFP. The County intends to evaluate the proposals pursuant to a “Best Value” basis. "Best Value" will consider factors other than just cost in making the award decision. All proposals must be formatted in accordance with the numbered sequence noted below. Each proposal should include the following sections and each section should include information the Contractor feels will enable an Evaluation Committee to make their decision. Failure to provide specific detailed information may result in a proposal being rejected. Contents of the proposal should include: 1. Cover Letter Provide a one-page cover letter on company letterhead that includes the complete legal name, address, telephone number, and e-mail address of the contact person or persons. List the name and title of each person authorized to represent the company in negotiations. The proposal cover letter must be signed by an authorized agent. 2. Company Profile Provide a brief history and description of the company including the year established, former name and year established if applicable, name of parent company and date acquired if applicable. Identify principals/partners by name, title, % ownership and brief resume for each. 3. Qualifications and Experience Provide a statement of qualifications for the organization, including an organizational chart, statement of c o m p a n y size, description of services provided and a statement of the extent of experience/history providing services requested under this RFP. Provide a list of client references for which the Contractor has provided similar services, including the name, email address, street address and phone number of each. Indicate the type, scope and duration of work completed for each. If currently under contract providing similar type of services to an entity, include these also. 4. Project Team Describe the project team. List names, titles, professional qualifications and provide resumes or curriculum vitae of key individuals and their responsibilities within the project scope. 5. Proposed Approach and Work Plan Describe the strategy and approach to be used to satisfy the Scope of Work as outlined in APPENDIX A. Include specific methodologies to complete each aspect of the project. Identify public input strategies and key “deliverables”. List any items that cannot be provided. 6. Schedule Provide a detailed work plan with milestones to complete the AI+ on time. 7. Contract Price and Payment

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Oakland County will enter a contract for professional services based on a fixed-price to the contractor for the specified Scope of Work and proposal budget. By responding to this RFP and submitting a proposal, the contractor acknowledges and agrees that the County will only execute a contract prepared by the County. The proposal must include a line item budget identifying all expenses related to the work to be performed. The cost analysis should include all applicable items such as: • Staff costs (# of hours/per hour rate, etc.) • Costs of supplies and materials • Other direct costs • Transportation costs

Total cost must reflect a fixed price for the duration of the contract. No price changes will be permitted. The County shall not be liable for any costs the bidder may incur to complete RFP. Incremental payments to the Contractor will be made at the completion of identified milestones within the contract “not to exceed” amount. A ten (10) percent holdback of the contract price will be held as final payment upon delivery and acceptance of the final product. Upon execution of the contract by the County and contractor, a project kick-off meeting will be scheduled. The County will not provide payment upon the signing of the contract. H. Conflict of Interest Pursuant to Public Act 317 and 318 of 1968, as amended (MCL 15.301, et seq. and MCL 15.321, et seq.), no contracts shall be entered into between the County and any County Agent. No employee, officer or agent of the Contractor shall participate in selection, or in the award or administration of a contract supported by Federal funds if a conflict of interest, real or apparent, would be involved. Such a conflict would arise when: the employee, officer or agent, any member of his or her immediate family, his or her partner, or an organization which employs, or is about to employ, any of the above, has a financial or other interest in the firm selected for award.

The Contractor’s or Subcontractor’s officers, employees or agents will neither solicit nor accept gratuities, favors or anything of monetary value from contractors, potential contractors, or parties to sub agreements. The County may set minimum rules where the financial interest is not substantial, or the gift is an unsolicited item of nominal intrinsic value.

To the extent permitted by State or local law or regulations, such standards of conduct will provide for penalties, sanctions, or other disciplinary actions for violations of such standards by the Contractor's and Subcontractor’s officers, employees, or agents, or by contractors or their agents. The County may in regulation provide additional prohibitions relative to real, apparent, or potential conflicts of interest.

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IV. EVALUATION CRITERIA A. Screening and Selection Criteria The Evaluation Committee will score all qualified proposals and invite finalists to make a presentation and respond to questions. The Committee will choose the most responsive proposal based on its overall strength by consensus scoring. Final selection is not restricted to any single factor such as cost. Each proposal will be rated and ranked based on the following 100-point scoring criteria: PROJECT MANAGEMENT (20 points) • Demonstration of organizational capacity to manage project • Qualifications and experience of successful completion of similar projects • Accessibility of consultants and customer service • Communication skills, including clarity of proposal

PROJECT TEAM (25 points) • Demonstrated familiarity with federal fair housing laws and HUD’s Fair Housing Planning Guide • Demonstrated experience and expertise of the staff assigned to undertake the project • Familiarity with Oakland County, its jurisdictions and housing market • Knowledge and experience working with public and private entities in the housing market and

multiple stakeholders • Knowledge and experience in conducting research, surveys, data collection and analysis

QUALITY OF PROPOSAL (30 points) • Clarity and completeness of proposed work plan • Responsiveness to the project’s objectives • Effectiveness and creativity of proposed scope of services • Specific approach and methodologies for completing various aspects of the study • Responsiveness to HUD’s Fair Housing Planning Guide requirements • Responsiveness to Housing Needs Assessment and Housing Market Analysis Scope of Work

PROJECT DELIVERABLES (10 points) • Clarity and completeness of proposed deliverables • Demonstration of ability to meet proposed time frame

BUDGET (15 points Maximum) • Total price • Cost reasonableness • Clarity and completeness of proposed budget with itemized budget and detailed explanation of costs

The Evaluation Committee may consider any other information it deems relevant and may make any recommendations it determines to be in the best interest of the County. The Evaluation Committee reserves the right to evaluate proposals without relying on external websites, sales brochures, marketing materials or white papers. Inaccuracy of any information supplied within a proposal or other errors constitute grounds for rejection. B. Presentation

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The Evaluation Committee will notify firms deemed most qualified based on scores to make presentations to the evaluation committee and respond to questions. The presentation will be scored. Each Contractor will have one hour for their presentation and time to answer questions. Consultants will be advised by email of the exact time and location for the presentation. Oakland County Community & Home Improvement reserves the right to make the final decision regarding Contractor selection. V. TIMELINE The selected contractor must be able to research and submit a first draft of the AI+ to the County within four (4) months and a completed AI+ study to the satisfaction of the County within seven (7) months of the date contract awarded. A. Schedule

DUE DATE ITEM Monday, March 4, 2019 Request for Proposal Available 4:00 p.m. Friday, March 15, 2019 Pre-Submittal Question Deadline 4:00 p.m. Friday, March 22, 2019 Pre-Submittal Response from OCCHI Thursday, April 4, 2019 @ 4:00 PM Proposals due Monday-Friday, April 8- April 11, 2019 Contractor Interviews Monday-Friday, April 12-April 18 2019 Contractor Selection Friday, April 26, 2019 Execute Contractor Agreement Monday, August 26, 2019 First draft of AI submitted Monday, September 9, 2019 Review and comment of draft AI+ to Consultant Wednesday, September 25, 2019 Public Hearing and Contractor presentation

before Citizens Advisory Council Thursday-Friday, September 26-October 26, 2019 30 Day Comment Period Monday, November 25, 2019 Final AI+ with record of public comments and

actions taken to address each comment submitted

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B. Deliverables Deliverables that are anticipated under this RFP are described in the Scope of Work, Attachments. All deliverables become the property of Oakland County. • Provide an AI+ that meets all the elements of the Scope of Work • Provide documentation of all outreach activities, public input and consultation and input received on

the AI+ • Identify and provide references for all data sources within the AI+ • Provide an Appendix to summarize transcripts from public hearings, meetings and public comments • Provide an Appendix that summarizes all data sources organized by the AI+ Table of Contents • Provide detailed data files (flash drive) organized by the AI+ Table of Contents • Provide a written report on the 15th of each month outlining progress based on the Scope of Work • Provide a draft of the Al+ report with supporting data in electronic format for review and

comment by the County per the RFP schedule • Revise the draft AI+ according to any changes proposed by the County • Develop a PowerPoint presentation summarizing the AI+ for public presentation. The presentation

should address the purpose of the AI+ including the process, analysis, conclusions and recommendations

• Present the draft AI+ PowerPoint at a public hearing hosted by the Community & Home Improvement Citizens Advisory Council on Wednesday, September 25, 2019

• Present the draft AI+ PowerPoint to the Oakland County Board of Commissioners as requested • Release the draft AI+ to the public providing 30 calendar days to submit comments • Review and address comments received through the public comment period and prepare a revised

final AI+ for approval • Provide the final AI+ including a reader-friendly executive summary with applicable graphs,

tables, pictures and charts with a summary of AI+ recommendations per the RFP schedule • Provide one electronic copy (flash drive) and five single sided paper copies of the AI+. Paper

copies should be presented in individual three ring binders with table of contents, tabs per section and required appendices

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Appendix A of Specifications ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE

SCOPE OF WORK

A. Key Elements The contractor should follow HUD’s Fair Housing Planning Guide recommended format as described in Chapter 2 Preparing for Fair Housing Planning. The following key elements are expected to be completed as part of the scope of work. • Research and analyze pertinent data to identify possible impediments for fair housing. Data includes

but is not limited to demographic, income, employment and housing profile data as well as maps, studies and other relevant information

• Identify fair housing enforcement agencies and conclusive findings of discrimination within Oakland County

• Review prior and current activities that promote fair housing, including an assessment of agencies currently providing fair housing programs

• Examine private market issues that relate to the sale or rental of housing, the provision of brokerage services, mortgage lending, insurance sales and underwriting, property appraisal and property management that may affect the achievement of fair housing choice

• Identify the availability of affordable rental and owner-occupied housing units in each Oakland County community

• Determine the gap between the need and availability of affordable rental and owner-occupied housing units

• Identify federal, state and local programs that provide housing assistance to accomplish affordability including numbers of units and total investment by program

• Evaluate public policies and practices that affect fair housing choice. Sources may include public services, state and local laws, ordinances and regulations, planning and zoning laws and decisions, land use regulations, housing and community development funding policies and practices, procedures and practices of local public housing commissions and property tax policies including but not limited to tax exemptions

• Record the progress made on the previous 2017 AI Update document available at: https://www.oakgov.com/advantageoakland/resources/Documents/chi_FinalAIUpdateJune2017.pdf

• Conduct public input and consultation activities to identify impediments to fair housing choice • Based on the analysis of data and information, the Contractor will identify a preliminary list of

impediments to fair housing choice with proposed methods of corrective actions to address identified impediments. In addition, where feasible and practicable, identify areas of the County where impediments are most prevalent to assist the County in targeting its efforts.

• Create a record documenting the process and results of the AI+

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B. Public Input and Consultation The AI+ must include at a minimum: • The Contractor will be responsible for all aspects of the public input process including inviting

participants, scheduling events, preparing agendas, handouts and other presentation materials as appropriate as well as maintaining transcripts and minutes of the forums/meetings and public comments/input received and documenting the results of public input.

• Maximize outreach to fair housing stakeholders, the public and community officials to provide the opportunity to take part in the Al+ development process. Implement a consultation and input process that ensures inclusion of low-income individuals and groups that represent protected classes and other diverse interests such as persons with disabilities, families with children, immigrants, homeless persons, racial and ethnic groups, civil rights commissions, organizations working with low-income persons, tenant's rights organizations, legal service programs, veterans organizations, public and private housing providers, fair housing organizations, local governments, banks and other financial institutions, other interested organizations and the public. Various methods or combination of methods may be utilized as deemed appropriate

• Compile and provide list by name/title/organization/email and activity of all those involved in the Public Input and Consultation process

• Promote and conduct a minimum of four (4) public meetings to be held in each of the County’s quadrants. Accommodate special needs of attendees through accessible locations, sign language interpreters or other accommodation methods to address language barriers and hearing and visual impairments.

• Promote stakeholder engagement by creating an on-line survey tool, website feedback and other opportunities for written or electronic input. Capture and summarize the results of each method.

• Consult with the local housing commissions with jurisdictions that include a portion of Oakland County to determine needs to assist with fair housing choice

• Consult AIs from adjacent local governments for fair housing impediments affecting Oakland County and summarize any impacts on fair housing choice

• Create a PowerPoint and present the final AI+ at a minimum two public meetings C. Specific Elements The contractor should generally follow HUD’s Fair Housing Planning Guide recommended format as described in Chapter 2 Preparing for Fair Housing Planning pages 26-31Suggested AI Format. The following specific elements are expected to be completed by the contractor as part of the scope of work. Demographic Data (By County, City, Township and Village) • Population • Number of Households • Age • Race • Ethnicity • Income Level • Employment Type • Renter Housing by income and race • Owner Housing by income and race

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Evaluation of Oakland County’s Current Fair Housing Legal Status (By County, City, Township and Village) Analyze data from the Fair Housing Center of Metropolitan Detroit, Michigan Department of Civil Rights and U.S. Department of Housing & Urban Development from the most recent five-year period to provide: • Number and types of complaints filed alleging housing discrimination by protected class • Findings resulting from Fair Housing complaints and law suits by protected class • A Summary of trends or patterns and recommend fair housing initiatives to address

Fair Housing Enforcement • Identify entities involved in fair housing enforcement • Describe roles/responsibilities/limitations and quantifiable accomplishments compared to prior

studies Fair Housing Education • Identify entities involved in local fair housing education or fair housing advocacy • Describe each entity’s activities and quantifiable accomplishments compared to prior studies Identification of Impediments to Fair Housing Choice (By County, City, Township and Village) Identify impediments to fair housing choice and analyze their causes. Include fair housing issues or impediments to fair housing choice identified by the County in previous Consolidated Planning and fair housing documents. Consider the effect of these policies on the affordability and availability of different types of housing and include. Include issues or impediments that the County cannot directly control or has limited means to affect. For information on how to identify public and private sector impediments to fair housing choice, see HUD’s Fair Housing Planning Guide pages 4-7 and 4-8. Identification and Assessment of all Public and Private Fair Housing Activities must be addressed in the response.

Public Sector Impediments • Administrative policies that may affect the location of affordable housing opportunities outside

of areas of minority concentration • Land Use, Zoning and Site Selection Policies • Neighborhood Revitalization • Municipal Services • Employment-Housing-Transportation Linkage • Tenant Selection Criteria of Public Housing Commissions/Other Assisted/Insured Housing • Sale/demolition/ and “opt-out” of subsidized housing projects • Property Tax Policies • Planning and Zoning Boards • Building Codes and Fees • Landlord Licensing Programs and Enforcement • County policies and practices related to the administration of the CDBG and HOME programs

including the housing needs of populations not served by these programs

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• County and municipal policies and practices related to the siting of affordable rental properties including those financed by the U.S. Department of Housing and Urban Development (HUD) and the Michigan State Housing Development Authority (MSHDA) including Low Income Housing Tax Credit (LIHTC) and other MSHDA programs

Private Sector Impediments

Sale or Rental of Housing • Steering or blockbusting-broken out by race and ethnic group • Deed restrictions or lease provisions • Conversion of apartment complexes and single-family rental units to condominiums

and/or land contract sales • Sale/conversion of mobile home parks • Occupancy standards, questionable application forms/procedures in rental units • Exclusionary advertising • The discriminatory provision of housing brokerage services.

Provisions of Financing Assistance for Housing, including Second Mortgage/Refinancing Lending

• Discriminatory lending patterns, practices, and disclosures • Discriminatory appraisal and underwriting practices • Disinvestments and redlining practices • Racial credit steering • Predatory lending practices • Discrimination in property insurance risk assessment and underwriting • Availability of, and dissemination of information on the availability of, programs that

may be used to provide financial assistance for modifications to privately owned housing to make such housing accessible to persons with disabilities and their families

Other Areas of Inquiry

• Discriminatory actions based on language/cultural barriers or physical/mental disability and special needs of population

• Compliance with accessibility requirements in construction of multi-family units • Effects of perceived geographic divisions/images • Employment-housing-transportation linkage; effectiveness of mobility programs to

encourage neighborhood of choice and desegregation FINDINGS AND RECOMMENDATIONS The AI should analyze actions and conditions that may have the effect of restricting housing choice for people protected under State and federal fair housing laws. Each of the AI’s findings should be summarized in a clear manner. In addition, the AI must offer recommendations based on findings and specific actions that can be taken by the county and local municipalities to overcome the effects of any identified fair housing impediments.

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ATTACHMENT B HOUSING NEEDS ASSESSMENT

SCOPE OF WORK A. Geographic Regions Oakland County is comprised of 61 units of general local government. The 57 communities that participate in the Oakland County HOME Consortium include the Cities of Auburn Hills, Berkley, Birmingham, Bloomfield Hills, Clarkston, Clawson, Farmington, Farmington Hills, Ferndale, Hazel Park, Huntington Woods, Keego Harbor, Lathrup Village, Madison Heights, Northville, Novi, Oak Park, Orchard Lake Village, Pleasant Ridge, Pontiac, Rochester, Rochester Hills, Royal Oak, Southfield, South Lyon, Sylvan Lake, Troy, Walled Lake, Wixom, Townships of Addison, Bloomfield, Brandon, Commerce, Groveland, Highland, Holly, Independence, Lyon, Milford, Oakland, Orion, Oxford, Rose, Royal Oak, Springfield, Waterford, West Bloomfield, White Lake and Villages of Beverly Hills, Franklin, Holly, Lake Orion, Leonard, Milford, Ortonville, Oxford and Wolverine Lake. The four communities that do not participate in the Oakland County HOME Consortium include the City of Lake Angelus, Township of Novi, Township of Southfield and Village of Bingham Farms. B. Data Sources and Format The County is aware that various data sources may reflect different geographies. The Contractor is expected, to the extent practicable, to use data that reflects all 61 communities. The Contractor must use 2010 decennial U.S Census data when baseline information is required. Current American Community Survey (ACS) data should be applied for comparisons. Current HUD Comprehensive Housing Affordability Strategy (CHAS) and other local/state/federal sources should be utilized as needed. Footnotes must detail the source for all primary and secondary data sources. See APPENDIX D for a list of suggested data sources. All data tables collected must be in Excel or DBASE/ArcGIS format. All the descriptive and narrative files must be submitted to Oakland County in MS Word and PDF formats. Data tables and files become the property of the County. To represent the findings, maps must be incorporated throughout the report where appropriate. All maps must be in ArcGIS-compatible format, with appropriate metadata. C. Housing Needs Assessment Overview The Housing Needs Assessment must include a concise summary by 61 Oakland County, City, Township and Villages of estimated housing needs projected over the 2021-2025 period. The following categories of persons affected and the number and type of families in need of housing assistance must be described for: • Extremely low-income, low-income, moderate-income, and middle-income families; • Renters and owners; • Elderly persons; • Single persons; • Large families; • Public housing residents; • Families on the public housing and Section 8 tenant-based waiting list; • Persons with HIV/AIDS and their families; • Victims of domestic violence, dating violence, sexual assault, and stalking; • Persons with disabilities; and • Formerly homeless families and individuals who are receiving rapid re-housing assistance and are

nearing the termination of that assistance.

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D. Summary of Housing Needs The description of housing needs must include a concise summary of the cost burden and severe cost burden, overcrowding (especially for large families), and substandard housing conditions being experienced by extremely low-income, low-income, moderate-income, and middle-income renters and owners compared to the jurisdiction as a whole.

Demographics Base Year: 2010 Most Recent Year: % Change Population Households Median Income

Housing Needs Assessment Demographics Data Source:

E. Number of Households Table

0-30% HAMFI

>30-50% HAMFI

>50-80% HAMFI

>80-100% HAMFI

>100% HAMFI

Total HHs Small Family HHs Large Family HHs HH contains at least one person 62-74 years of age HH contains at least one person age 75 or older HH with one or more children 6 years old or younger

Total Households Table HAMFI = Household Area Median Family Income HHs= Households Data Source:

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F. Housing Needs Summary Tables The four housing problems are:

1. Lacks complete kitchen facilities 2. Lacks complete plumbing facilities 3. More than one person per room 4. Cost Burden greater than 30% AMI

1. Housing Problems (Households with one of the listed needs)

Renter Owner 0-30% AMI

>30-50% AMI

>50-80% AMI

>80-100% AMI Total 0-30%

AMI >30-50%

AMI >50-80%

AMI >80-100%

AMI Total

NUMBER OF HOUSEHOLDS Substandard Housing - Lacking complete plumbing or kitchen facilities Severely Overcrowded - With >1.51 people per room (and complete kitchen and plumbing) Overcrowded - With 1.01-1.5 people per room (and none of the above problems) Housing cost burden greater than 50% of income (and none of the above problems) Housing cost burden greater than 30% of income (and none of the above problems) Zero/negative Income (and none of the above problems)

Housing Problems Table AMI = Area Median Income Data Source:

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2. Housing Problems 2 (Households with one or more Severe Housing Problems: Lacks kitchen or complete plumbing, severe overcrowding, severe cost burden)

Renter Owner 0-30% AMI

>30-50% AMI

>50-80% AMI

>80-100% AMI

Total 0-30% AMI

>30-50% AMI

>50-80% AMI

>80-100% AMI

Total

NUMBER OF HOUSEHOLDS Having 1 or more of four housing problems Having none of four housing problems HHs has negative income, but none of the other housing problems

Housing Problems 2 AMI = Area Median Income HHs = Households Data Source:

3. Cost Burden > 30%

Renter Owner 0-30% AMI >30-50%

AMI >50-80%

AMI Total 0-30% AMI >30-50% AMI

>50-80% AMI Total

NUMBER OF HOUSEHOLDS Small Related Large Related Elderly Other Total need by income

Cost Burden > 30% AMI = Area Median Income Data Source:

4. Cost Burden > 50%

Renter Owner 0-30% AMI >30-50%

AMI >50-80%

AMI Total 0-30% AMI >30-50% AMI

>50-80% AMI Total

NUMBER OF HOUSEHOLDS Small Related Large Related Elderly Other Total need by income

Cost Burden > 50% AMI = Area Median Income Data Source:

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5. Crowding (More than one person per room)

Renter Owner 0-30% AMI

>30-50% AMI

>50-80% AMI

>80-100% AMI Total 0-30%

AMI >30-50%

AMI >50-80%

AMI >80-100%

AMI Total

NUMBER OF HOUSEHOLDS Single family HHs Multiple, unrelated family HHs Other, non-family HHs Total need by income

Crowding Information – 1/2 AMI = Area Median Income HHs= Households Data Source:

Renter Owner

0-30% AMI

>30-50% AMI

>50-80% AMI Total 0-30%

AMI >30-50%

AMI >50-80%

AMI Total

Households with Children Age 18 years of age and under Present Households with Children Age 6 years of age and under Present

Crowding Information – 2/2 AMI = Area Median Income Data Source:

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Please provide a response for owners and renters to the following:

1. Describe the number and type of single person households in need of housing assistance.

2. Estimate the number and type of families in need of housing assistance who are disabled or victims of domestic violence, dating violence, sexual assault and stalking.

3. What are the most common housing problems?

4. Are any populations/household types more affected than others by these problems?

G. Disproportionately Greater Need: Housing Problems Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole. The four housing problems are:

1. Lacks complete kitchen facilities 2. Lacks complete plumbing facilities 3. More than one person per room 4. Cost Burden greater than 30% AMI

0%-30% of Area Median Income (RENTER)

Housing Problems Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Disproportionally Greater Need 0 - 30% AMI Data Source:

30%-50% of Area Median Income (RENTER)

Housing Problems Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Disproportionally Greater Need 30 - 50% AMI Data Source:

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50%-80% of Area Median Income (RENTER)

Housing Problems Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Disproportionally Greater Need 50 - 80% AMI

Data Source:

80%-100% of Area Median Income (RENTER)

Housing Problems Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Disproportionally Greater Need 80 - 100% AMI Data Source:

0%-30% of Area Median Income (OWNER)

Housing Problems Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Disproportionally Greater Need 0 - 30% AMI Data Source:

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30%-50% of Area Median Income (OWNER)

Housing Problems Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Disproportionally Greater Need 30 - 50% AMI Data Source:

50%-80% of Area Median Income (OWNER)

Housing Problems Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Disproportionally Greater Need 50 - 80% AMI

Data Source:

80%-100% of Area Median Income (OWNER)

Housing Problems Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Disproportionally Greater Need 80 - 100% AMI Data Source:

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H. Disproportionately Greater Need: Severe Housing Problems Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole. The four housing problems are:

1. Lacks complete kitchen facilities 2. Lacks complete plumbing facilities 3. More than one person per room 4. Cost Burden greater than 30% AMI

0%-30% of Area Median Income (RENTERS)

Severe Housing Problems* Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Severe Housing Problems 0 - 30% AMI Data Source:

30%-50% of Area Median Income (RENTERS)

Severe Housing Problems* Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Severe Housing Problems 30 - 50% AMI Data Source:

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50%-80% of Area Median Income (RENTERS)

Severe Housing Problems* Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Severe Housing Problems 50 - 80% AMI Data Source:

80%-100% of Area Median Income (RENTERS)

Severe Housing Problems* Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Severe Housing Problems 80 - 100% AMI Data Source:

0%-30% of Area Median Income (OWNERS)

Severe Housing Problems* Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Severe Housing Problems 0 - 30% AMI Data Source:

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30%-50% of Area Median Income (OWNERS)

Severe Housing Problems* Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Severe Housing Problems 30 - 50% AMI Data Source:

50%-80% of Area Median Income (OWNERS)

Severe Housing Problems* Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Severe Housing Problems 50 - 80% AMI Data Source:

80%-100% of Area Median Income (OWNERS)

Severe Housing Problems* Has one or more of

four housing problems

Has none of the four housing

problems

Household has no/negative

income, but none of the other

housing problems Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Severe Housing Problems 80 - 100% AMI Data Source:

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I. Disproportionately Greater Need: Housing Cost Burdens Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole. Housing Cost Burden (RENTERS)

Housing Cost Burden <=30% AMI

30-50% AMI

>50% AMI

No / negative income (not computed)

Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Greater Need: Housing Cost Burdens AMI AMI = Area Median Income Data Source:

Housing Cost Burden (OWNERS)

Housing Cost Burden <=30% AMI

30-50% AMI

>50% AMI

No / negative income (not computed)

Jurisdiction as a whole White Black / African American Asian American Indian, Alaska Native Pacific Islander Hispanic

Greater Need: Housing Cost Burdens AMI AMI = Area Median Income Data Source:

J. Disproportionately Greater Need: Discussion Please provide a response to the following: 1. Are there any income categories in which a racial or ethnic group has disproportionately greater

need than the needs of that income category?

2. If they have needs not identified above, what are those needs?

3. Are any of those racial or ethnic groups located in specific areas or neighborhoods in Oakland County?

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K. Public Housing Complete the following charts with information from the regional Public Housing Commissions whose jurisdictions include portions of Oakland County. Totals in Use

Program Type

Certificate Mod-Rehab

Public Housing

Vouchers

Total Project -based

Tenant -based

Special Purpose Voucher Veterans Affairs

Supportive Housing

Family Unification Program

Disabled *

# of units’ vouchers in use Public Housing by Program Type *includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition

Data Source:

Characteristics of Residents

Program Type

Certificate Mod-Rehab

Public Housing

Vouchers

Total Project -based

Tenant -based

Special Purpose Voucher Veterans Affairs

Supportive Housing

Family Unification Program

# Homeless at admission # of Elderly Program Participants (>62) # of Disabled Families # of Families requesting accessibility features # of HIV/AIDS program participants # of DV victims

Characteristics of Public Housing Residents by Program Type Data Source:

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Race of Residents Program Type

Race Certificate Mod-Rehab

Public Housing

Vouchers

Total Project -based

Tenant -based

Special Purpose Voucher Veterans Affairs

Supportive Housing

Family Unification Program

Disabled *

White Black/African American Asian American Indian/Alaska Native Pacific Islander Other *includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition

Race of Public Housing Residents by Program Type Data Source:

Ethnicity of Residents

Program Type

Ethnicity Certificate Mod-Rehab

Public Housing

Vouchers

Total Project -based

Tenant -based

Special Purpose Voucher Veterans Affairs

Supportive Housing

Family Unification Program

Disabled *

Hispanic Not Hispanic *includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition

Ethnicity of Public Housing Residents by Program Type Data Source:

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Please provide a response to the following: 1. Section 504 Needs Assessment: Describe the needs of public housing tenants and applicants on

the waiting list for accessible units.

2. What are the number and type of families on the waiting lists for public housing and section 8 tenant-based rental assistance?

3. Based on the information above, and any other information available to the jurisdiction, what are the most immediate needs of residents of public housing and Housing Choice voucher holders?

4. How do these needs compare to the housing needs of the population at large?

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APPENDIX C HOUSING MARKET ANALYSIS

SCOPE OF WORK A. Geographic Regions Oakland County is comprised of 61 units of general local government. The 57 communities that participate in the Oakland County HOME Consortium include the Cities of Auburn Hills, Berkley, Birmingham, Bloomfield Hills, Clarkston, Clawson, Farmington, Farmington Hills, Ferndale, Hazel Park, Huntington Woods, Keego Harbor, Lathrup Village, Madison Heights, Northville, Novi, Oak Park, Orchard Lake Village, Pleasant Ridge, Pontiac, Rochester, Rochester Hills, Royal Oak, Southfield, South Lyon, Sylvan Lake, Troy, Walled Lake, Wixom, Townships of Addison, Bloomfield, Brandon, Commerce, Groveland, Highland, Holly, Independence, Lyon, Milford, Oakland, Orion, Oxford, Rose, Royal Oak, Springfield, Waterford, West Bloomfield, White Lake and Villages of Beverly Hills, Franklin, Holly, Lake Orion, Leonard, Milford, Ortonville, Oxford and Wolverine Lake. The four communities that do not participate in the Oakland County HOME Consortium include the City of Lake Angelus, Township of Novi, Township of Southfield and Village of Bingham Farms. B. Data Sources and Format The County is aware that various data sources may reflect different geographies. The Contractor is expected, to the extent practicable, to use data that reflects all 61 communities. The Contractor must use 2010 decennial U.S Census data when baseline information is required. Current American Community Survey (ACS) data should be applied for comparisons. Current HUD Comprehensive Housing Affordability Strategy (CHAS) and other local/state/federal sources should be utilized as needed. Footnotes must detail the source for all primary and secondary data sources. See APPENDIX D for a list of suggested data sources. All data tables collected must be in Excel or DBASE/ArcGIS format. All the descriptive and narrative files must be submitted to Oakland County in MS Word and PDF formats. Data tables and files become the property of the County. To represent the findings, maps must be incorporated throughout the report where appropriate. All maps must be in ArcGIS-compatible format, with appropriate metadata. C. Housing Market Analysis All residential properties by number of units

Property Type Number % 1-unit detached structure 1-unit, attached structure 2-4 units 5-19 units 20 or more units Mobile Home, boat, RV, van, etc. Total

Residential Properties by Unit Number Data Source:

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Unit Size by Tenure Owners Renters

Number % Number % No bedroom 1 bedroom 2 bedrooms 3 or more bedrooms

Unit Size by Tenure Data Source:

Please provide a response to the following: 1. Describe the number and targeting (income level/type of family served) of units assisted with federal,

state, and local programs.

2. Provide an assessment of units expected to be lost from the affordable housing inventory for any reason, such as expiration of Section 8 contracts.

3. Does the availability of housing units meet the needs of the population?

4. Describe the need for specific types of housing. D. Cost of Housing Cost of Housing

Base Year: 2010 Most Recent Year: % Change Median Home Value Median Contract Rent

Cost of Housing Data Source:

Rent Paid Number %

Less than $500 $500-999 $1,000-1,499 $1,500-1,999 $2,000 or more

Rent Paid Data Source:

Housing Affordability

% Units affordable to Households earning Renter Owner

30% HAMFI 50% HAMFI 80% HAMFI 100% HAMFI

Housing Affordability HAMFI = Household Area Median Family Income Data Source:

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Monthly Rent Monthly Rent ($) Efficiency

(no bedroom) 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom Fair Market Rent High HOME Rent Low HOME Rent

Monthly Rent Data Source:

Please provide a response to the following: 1. Is there sufficient housing for households by tenure at all income levels?

2. How is affordability of housing likely to change considering changes to home values and/or rents?

3. How do HOME rents/Fair Market Rent compare to Area Median Rent? How might this impact

strategies to produce or preserve affordable housing?

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Existing Renter Assistance Please complete the chart below to provide existing levels of federal/state/local sources, types, units and total investment in affordable rental housing in Oakland County. Add additional sources as needed.

FEDERAL, STATE, LOCAL PROGRAM FUNDING FOR AFFORDABLE RENTAL HOUSING ALL

SOURCES TYPE UNITS TOTAL $

TENANT BASED RENTAL ASSISTANCE Housing Choice Vouchers Veteran’s Affairs Supportive Housing (VASH) Vouchers Veteran’s Affairs Supportive Services for Veteran Families (SSVF) Veteran’s Affairs Rental Subsidy USDA Section 521 PROJECT BASED RENTAL ASSISTANCE Project Based Vouchers Public Housing Housing for the Elderly - Section 202 Housing for Persons w/Disabilities - Section 811 Section 236 Section 8 Cooperatives USDA Section 515 EMERGENCY SOLUTIONS GRANT Homeless Prevention & Rapid Re-housing Transitional Housing HOMELESS ASSISTANCE GRANTS Transitional Housing Permanent Supportive Housing Rapid Re-housing HOUSING OPPORTUNITIES FOR PERSONS W/AIDS (HOPWA) COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) HOME INVESTMENT PARTNERSHIPS GRANT (HOME) LOW INCOME HOUSING TAX CREDITS COMMUNITY MENTAL HEALTH Group Homes CONGREGATE LIVING FACILITIES OTHER: TOTAL

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4. List by number and community all subsidized and or affordable rental housing projects in Oakland County.

5. Is there a gap between the number of affordable rental housing units available and those needed?

6. Is there enough current investment in affordable rental housing to address any gaps in units

needed? E. Condition of Housing Describe the jurisdiction's definition for "substandard condition". Describe the jurisdiction's definition for "substandard condition but suitable for rehabilitation”. HUD describes four housing conditions as being problematic: 1) the home lacks complete or adequate kitchen facilities 2) the home lacks complete or adequate plumbing facilities 3) the home is overcrowded - defined as more than one person per room 4) the household is cost burdened by paying more than 30% of their income towards housing costs. Condition of Units

Condition of Units Renter-Occupied Owner-Occupied Number % Number %

With one selected Condition With two selected Conditions With three selected Conditions With four selected Conditions No selected Conditions Total

Condition of Units Data Source:

Year Unit Built

Year Unit Built Renter-Occupied Owner-Occupied Number % Number %

2000 or later 1980-1999 1950-1979 Before 1950 Total

Year Unit Built Data Source:

Risk of Lead-Based Paint Hazard

Risk of Lead-Based Paint Hazard Renter-Occupied Owner-Occupied Number % Number %

Total Number of Units Built Before 1980. Housing units built before 1980 with children present

Risk of Lead-Based Paint Data Source:

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Vacant Units Suitable for

Rehabilitation Not Suitable for Rehabilitation Total

Vacant Units Abandoned Vacant Units REO Properties Abandoned REO Properties

Vacant Units Data Source: Please provide a response to the following: 1. Describe the need for owner rehabilitation for low-income (80% AMI) homeowners based on the

condition of the jurisdiction's housing. 2. Describe the need for rental rehabilitation for low-income (80% AMI) based on the condition of the

jurisdiction's housing.

3. Estimate the number of housing units within the jurisdiction that are occupied by low or moderate-income families that contain lead-based paint hazards.

4. Describe the number of private and public programs that address housing occupied by low or

moderate-income families that contain lead-based paint hazards.

5. List available private and public down payment assistance programs for first time homebuyers.

6. List available private and public homeownership programs.

7. List available private and public housing rehabilitation loan/grant programs.

8. Describe available private and public housing counseling programs by source, budget and households served.

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F. Public and Assisted Housing Totals Number of Units

Program Type

Certificate Mod-Rehab

Public Housing

Vouchers

Total Project -based

Tenant -based

Special Purpose Voucher Veterans Affairs

Supportive Housing

Family Unification Program

Disabled *

# of units vouchers available # of accessible units

*includes Non-Elderly Disabled, Mainstream One-Year, Mainstream Five-year, and Nursing Home Transition

Total Number of Units by Program Type Data Source:

Please provide a response to the following: 1. Describe the supply of public housing developments.

2. Describe the number and physical condition of public housing units in the jurisdiction, including

those that are participating in an approved Public Housing Agency Plan. Public Housing Condition

Public Housing Development Average Inspection Score

Public Housing Condition Please provide a response to the following: 1. Describe the restoration and revitalization needs of public housing units in the jurisdiction. 2. Describe the public housing agency's strategy for improving the living environment of low- and

moderate-income families residing in public housing.

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G. Barriers to Affordable Housing Please provide a response to the following: 1. Describe any negative effects of public policies on affordable housing and residential investment. H. Needs and Market Analysis Please provide a response to the following: HUD describes four housing conditions as being problematic: 1) the home lacks complete or adequate kitchen facilities 2) the home lacks complete or adequate plumbing facilities 3) the home is overcrowded - defined as more than one person per room 4) the household is cost burdened by paying more than 30% of their income towards housing costs. 1. Are there areas where households with multiple housing problems are concentrated? (include a

definition of "concentration")

2. Are there any areas in the jurisdiction where racial or ethnic minority households are concentrated? (include a definition of "concentration")

3. Are there any areas in the jurisdiction where low-income households are concentrated? (include a

definition of "concentration")

4. What are the characteristics of the market in these areas/neighborhoods?

5. Are there any community assets in these areas/neighborhoods?

6. Are there other strategic opportunities in any of these areas?

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APPENDIX D SUGGESTED DATA SOURCES

The following is a list of suggested data sources. The list is not to be construed as comprehensive. • Area Agency on Aging 1-B • Alliance for Housing - Oakland County Continuum of Care • Comprehensive Housing Affordability Strategy (CHAS) • Fair Housing Center of Metropolitan Detroit • Federal Home Loan Bank - Indianapolis • Home Mortgage and Disclosure Act (HMDA) • HUD CPD Maps • Michigan Bureau of Labor Market Information and Strategic Initiatives • Michigan Department of Civil Rights • Michigan Department of Health and Human Services • Michigan State Housing Development Authority (MSHDA) • Multi-Listing Service (MLS) • Oakland County Analysis of Impediments to Fair Housing Choice • Oakland County Board of Realtors • Oakland County Community & Home Improvement • Oakland County Consolidated Annual Performance Report • Oakland County Consolidated Plan PY 2016-2020 • Oakland County Economic Development & Community Affairs • Oakland County Equalization • Oakland County Housing Needs Assessment • Oakland County Treasurer • Oakland County Workforce Development • Oakland Intermediate School District • Public Housing Commissions • Southeast Michigan Area Rapid Transit (SMART) • Southeast Michigan Council of Government • Urban Institute • U.S. Census Bureau American Fact Finder • U.S. Census Bureau American Community Survey • U.S. Census Bureau Housing Vacancy Survey • U.S. Department of Agriculture • U.S. Department of Housing & Urban Development • U.S. Department of Veterans Affairs