TR-2015-47 CPA HOUSING ASSESSMENT CPO
16,000
TR-2015-47
A RESOLUTION APPROPRIATING FROM THE COMMUNITY
PRESERVATION FUND AND AUTHORIZING THE EXPENDEITURE OF
COMMUNITY PRESERVATION FUNDS TO COMPLETE A HOUSING NEEDS
ASSESSMENT FOR THE TOWN OF AGAWAM
Whereas,voters of Agawam chose to form a Community Preservation Committee
(CPA);and
Whereas,pursuant to Massachusetts General Law Chapter 44B, Section 5(2)allows the
CPA Committee to make recommendations to the legislative body; and
Whereas,pursuant to Massachusetts General Law Chapter 44B, Section 5(3)(d) states
that the legislative body shall then take such action and approve such appropriations for
the CPA Committee;and
Whereas,the CPA legislation requires each Community Preservation Committee(CPC)
to study the"needs,possibilities and resources"regarding community preservation;and
Whereas, developing comprehensive needs assessment is a priority in the CPA Plan and
will be a basis for subsequently creating a Housing Production Plan for the Town; and
Whereas,the Community Preservation Committee has recommended appropriation and
expenditure in the amount of fifteen thousand dollars ($15,000.00)from Community
Housing fund balance; and
Whereas, it is the best interest of the public and the City of Agawam to appropriate from
the community preservation fund and authorize the expenditure of community
preservation funds to complete the housing needs assessment for the Town of Agawam;
NOW THEREFORE, THE AGAWAM CITY COUNCIL resolves,appropriates and
authorizes the expenditure of Community Preservation Funds in the amount of fifteen
thousand dollars and no cents($15,000.00)from the Community Housing fund balance
for the completing of a comprehensive Housing Needs Assessment for the Town of
Agawam; and
NOW THEREFORE,THE AGAWAM TOWN COUNCIL hereby further resolves that
the Mayor is authorized to expend said funds, as permitted by law,and to do all things
necessary for the purposes so stated.
Dated this jq#�day of ,2015. $ �'��
C . co A 0
C C
PER ORDER OF THE AGAWAM CITY COUNCIL
Christopher C. lot
o n, President
APPROVED AS TO FORM AND LEGALITY
A
mcent F. Crioscsa, City Solicitor
APPROVED AS TO APPROPRIATION
(1hA. - 01 k%
Cheryl St. J Audit
w
MAYORAL ACTION
Received this 20th day of October , 2015 from Council Clerk.
Signed by Council President this 19th day of Octoer_2015.
APPROVAL OF LEGISLATION
By the powers vested in me pursuant to Article 3, Section 3-6 of the Agawam Charter, as
amended,I hereby approve the passage of the above legislation on this 20th day of
October 2015.
GC
Richard A. Cohen,Mayor
DISAPPROVAL OF LEGISLATION
By the powers vested in me pursuant to Article 3, Section 3-6 of the Agawam Charter, as
amended, I hereby veto the passage of the above legislation on this day of
2015 for the following reason(s):
Richard A. Cohen,Mayor
RETURN OF LEGISLATION TO COUNCIL CLERK
Returned to Council Clerk this 200 day of October,2015.
TR-2015-47
A RESOLUTION APPROPRIATING FROM THE COMMUNITY
PRESERVATION FUND AND AUTHORIZING THE EXPENDITURE OF
COMMUNITY PRESERVATION FUNDS TO COMPLETE A HOUSING NEEDS
ASSESSMENT FOR THE TOWN OF AGAWAM
Whereas, voters of Agawam chose to form a Community Preservation Committee
(CPA); and
Whereas, pursuant to Massachusetts General Law Chapter 4413, Section 5(2) allows the
CPA Committee to make recommendations to the legislative body; and
Whereas, pursuant to Massachusetts General Law Chapter 4413, Section 5(3)(d) states
that the legislative body shall then take such action and approve such appropriations for
the CPA Committee; and
Whereas, the CPA legislation requires each Community Preservation Committee (CPC)
to study the "needs, possibilities and resources" regarding community preservation; and
Whereas, developing comprehensive needs assessment is a priority in the CPA Plan and
will be a basis for subsequently creating a Housing Production Plan for the Town; and
Whereas, the Community Preservation Committee has recommended appropriation and
expenditure in the amount of fifteen thousand dollars ($15,000.00) from Community
Housing fund balance; and
Whereas, it is the best interest of the public and the City of Agawam to appropriate from
the community preservation fund and authorize the expenditure of community
preservation funds to complete the housing needs assessment for the Town of Agawam;
NOW THEREFORE, THE AGAWAM CITY COUNCIL resolves, appropriates and
authorizes the expenditurc of Community Preservation Funds in the amount of fifteen
thousand dollars and no cents ($15,000.00) from the Community Housing fund balance
for the completing of a comprehensive Housing Needs Assessment for the Town of
Agawam; and
NOW THEREFORE, THE AGAWAM TOWN COUNCIL hereby further resolves that
the Mayor is authorized to expend said funds, as permitted by law, and to do all things
necessary for the purposes so stated.
Dated this day of , 2015.
PER ORDER OF THE AGAWAM CITY COUNCIL
Christopher C. Johnson, President
APPROVED AS TO FORM AND LEGALITY
„1 a
Vincent F. Gioscia, City Solicitor
APPROVED AS TO APPROPRIATION
Cheryl St. J , Audit
CPA
Application for Funding
Housing Needs Assessment
yap I'l fTtL
1
«4'f-
September 2015
a COMMUNITY PRESERVATION
PROJECT APPLICATION COVER SHEET
IToject Information
Project Title: Housing Needs Assessment
Project Summary:
The Housing Conunittee in conjunction with the Office of Planning & Community Development is
seeking funds to hire the selected proponent to complete the Needs Assessment.
(See attached Narrative)
Estimated start date: Septemberj2015 Estimated completion date: January 2016
CPA Program Area (check all that apply):
_Open Space _Historic Preservation X Community Housing _Recreation
• r r
Contact Person and or/primary applicant: Agawam Housing Committee
Organization (if applicable): Town of Agawam
Mailing Address: 36 Main Street
Daytime phone 4: 413-726-9742 Fax #:
E-mail address: Planning@agawam.ma.us
Project Manager: Marc Strange
Total budget for project: $15,000
CPA funding request: $15,000
Other Funding Source: $
Applicant's Signature:
Date Submitted:
The Agawam Housing Committee recently released a Request for Proposal seeking a consultant to
conduct a comprehensive housing needs assessment. This Needs Assessment will be the basis for
subsequently creating a Housing Production Plan for the Town.
The chosen consultant will undertake a thorough and comprehensive study of what housing presently
exists for residents of all ages and income levels, as well as an analysis of the current and projected
housing needs of the Town.
Attached is the Project Overview, Scope of Work & Deliverables as stated in the Request for Proposal.
The selected consultant's proposal will be provided upon request after notification of award.
The law requires each Community Preservation Committee (CPC) to study the "needs, possibilities
and resources" regarding community preservation. Understanding a community's housing needs
provides an essential foundation in knowing how best to direct financial resources. A well-researched
housing study may support the "conventional wisdom" about the type and scale of housing needed, or
it may point in new directions. No matter what the size, it is recommended that communities should
take proactive steps to ensure that CPA funds are spent judiciously. To do so, communities should
consider a housing plan to provide the necessary blueprint for prioritizing and implementing
affordable housing initiatives based on documented local needs, community input and existing
resources. Without such a plan, a community must respond reactively to development proposals or
comprehensive permit applications instead of having a framework in which to proactively guide new
development. Communities should identify and support or build a viable organizational structure to
focus on local housing issues, make recommendations on CPA funding for housing, and implement
the housing plan. The successful implementation of affordable housing strategies relies on gaining
access to a wider range of resources—financial and technical--as well as forging partnerships with
developers and lenders. CPA funds are an excellent vehicle for leveraging other important resources.
Each year at least 10 percent of the community's annual CPA revenues (local and state match) must be
spent on open space, historic preservation and community housing or set aside in reserve accounts for
each of these activities. The Town of Agawam has spent roughly $250,000 on community housing
and has $592,406 reserved for Community Housing activities. CPA funds can be used to finance the
preparation of affordable housing plans, including housing needs assessments that can be prepared
separately or as part of an affordable housing plan, to help communities assess local housing needs and
prepare strategies and production goals to meet these needs. Planning activities are an eligible expense
of the CPC.
Project Overview, Scope of
Work and Deliverables
� - Town of Agawam
36 Main Street
Agawam. MA 01001
Section IV: Project Overview, Scope of Work, & Deliverables
Introduction
The Agawam Housing Committee is seeking the services of a qualified and experienced
consultant to undertake a thorough and comprehensive study of what housing presently
exists for residents of all ages and income levels, as well as an analysis of the current and
projected housing needs of the Town. The purpose of this project is to review current issues
and needs with respect to the availability of housing in the Town of Agawam, including
market rate housing, community housing (maximum 100% of AMI) and affordable housing
(below 80%of AMI) and determine current and future needs and demands.
Background
Agawam is a town of approximately 29,000 people, located in Hampden County and
situated in the southwestern part of Massachusetts. Agawam is bordered by the
Connecticut state line, Suffield, Southwick, Westfield, and West Springfield, and is separated
from Longmeadow and Springfield by the Connecticut River. Agawam is known for its
convenient location and small town feel. It is a town where people consistently participate in
civic activities, sports teams and school programs. The recreational opportunities in the area
are abundant and interesting, ranging from touring historic homes and villages to hiking in
the mountains to enjoying a picnic at a local stream or river. Agawam is appealing to
families, entrepreneurs, people who want to purchase a home and even to those who are
looking for a friendly, quiet place to retire. Once a farming community and home to several
small mills, Agawam now has only a few active farms and little manufacturing. The sense of
community in Agawam is nowhere more evident than in its neighborhoods and high quality
schools. It's one reason so many people have moved from surrounding cities and towns into
Agawam.
Agawam has a diversified housing stock such as; older Colonial-era homes, new
neighborhood development areas, multi-family housing and luxury condominium complexes.
As of December 2014, the town's percentage of affordable housing as detailed in the
Department of Housing and Community Development's Subsidized Housing Inventory is
4.13%. With the commission of the Housing Needs Assessment, the Agawam Housing
Committee seeks to further its mission of gathering, generating and prioritizing ideas and
plans which will help to increase the availability of affordable and community housing in the
Town of Agawam.
The last documentation on local housing demand was the Agawam Community
Development Plan prepared by consultant McGregor & Associates, P.C. for the Town of
Agawam in July 2004.
Page 9
Town of Agawam
36 Main Street
Agawam. MA 01001
Project Objective
The Town of Agawam needs to better understand conditions and needs in the local housing
market and how these affect the availability and creation of affordable and community
housing. The intent is to develop a well-supported analysis, a rich database, and accurate
projections for the next five years.
The needs assessment shall include information about the current availability of, and
estimates of the current need for single and multi-family rental housing, ownership housing,
senior housing and persons with special needs and projected need. For each housing type,
to the extent information is available; we would like to see an estimate of the needs at
different household income levels.
As noted, The Comprehensive Needs Assessment will be the basis for creating a subsequent
Housing Production Plan. In the Housing Production Plan, we will incorporate what is
needed into affordable and community housing goals for the next five years. The goals will
target a range of needs in the community, promote the preservation and development of
affordable and community housing and encourage a diversity of housing stock and include a
two year action plan.
Scope & Deliverables:
This section of the RFP outlines the content that the consultant should deal with in this
study. The Scope of Work prepared by respondents should at a minimum include the
following tasks. Additional information and additional tasks are at the discretion of the
proposer. Variations from the suggested elements will be considered in the comparative
evaluations.
The consultant will work closely with the Agawam Housing Committee and may also work
with the Town Planner. The consultant must be willing to work as a "team player". This
includes providing professional expertise and incorporating material and feedback. The
consultant will work largely independently; however, attendance at some evening meetings
will be necessary as well as meetings to present findings and recommendations of the
study.
The study will deal with the following types of housing needs in Agawam:
• Year-round workforce housing(single, couples, single parent, families),
• Independent retirees (including those interested in downsizing)/aging in place,
• Senior housing supplied by the Agawam Housing Authority and other entities,
• Assisted living facilities, continuing care facilities(nursing homes),
• Individuals with physical impairments or other disabilities
• Transitional housing that addresses homelessness and or rehabilitation needs due
to substance abuse
Page 10
Town of Agawam
36 Main Street
AL-awam. MA 01001
Specific project tasks& deliverables include:
Task 1: Initial Meeting and Startup
• Meet with Housing Committee and may also meet with the Town Planner and other
staff members to discuss contract terms, detailed Scope of Work, timeline and other
concerns or issues.
• Set dates and times for committee meetings.
Task 2: Background research and information gathering on existing housing supply and
demand and analysis of information.
Deliverable 1: Draft Housing Needs Assessment; Existing Housing Supply
• Collect existing studies, reports, plans, regulations, maps, etc. related to housing in
town and the region.
• Obtain and review materials including statistics, census data, housing market data.
• Determine and describe the existing mix of housing stock by number and type of
units, i.e. homeownership; special needs housing; multi-family housing; mobile
homes; and senior housing.
• Determine and describe the average age, general quality and condition, and
approximate value or rental cost of the housing stock by type. Include the range for
each category for each type.
• Describe additional housing characteristics such as: unit growth, density, size of
homes, type of home, housing tenure, length of residence, building permit history,
vacancy rate,tax rate, etc.
• Identify Foreclosure Issues
• Identify expiring use permits
• Identify newly permitted or planned development: Home Ownership, Rental,
Commercial
• Identify and describe the existing patterns of development such as location of rental
housing and upper income housing and availability.
• _ Provide information about and an analysis of sales prices, market rents, and
subsidized project rents for housing types for the last three (3)years.
• Obtain waitlist data for the Agawam Housing Authority, Pheasant Hill, and other
affordable housing providers
• Provide existing information about the infrastructure and development and
infrastructure constraints.
• Analyze existing zoning code and zoning constraints
• Describe existing affordable housing stock
Page 11
Town of Agawam
36 Main Street
Agawam.MA 01001
Deliverable 2: Draft Housing Needs Assessment; Existing and Projected Housing
Demand
• Evaluate the demographic factors affecting ongoing housing demand. Key
demographic factors may include trends in population, housing tenure, age
distribution (preferably with health, disability and income related information),
household formation, in- and out-migration, housing income distribution, and housing
cost burden. Include analysis for the size, type and cost of rental and homeownership
units in demand.
• Analyze census and other data on a town wide level and then compare and contrast
that to the region. Examine demographics such as: population trends and household
characteristics; race, ethnicity and national origin; labor force, education and
unemployment; income and wealth; cost burden and affordability gap analysis;
demand for housing at various income levels and for different age groups ( i.e.
working age seniors). Include information of the town population earning 30%, 50%,
80%, 100%, 150% of AM I.
• Evaluate the economic and other factors affecting ongoing housing demand. The
factors may include changes in tax structure, employment, unemployment, labor
force participation, local jobs and wages, recreational, cultural and community
amenities, etc.
• Identify current rental and homeownership needs and analyze trends to project
future rental and homeownership needs with respect to mix of housing types,
including but not limited to seniors, housing for small households, work force
housing, veterans, and special needs populations at various income levels.
• Estimate the number of affordable housing units needs as a result of the 2010
census and other information gathered.
Task 3: Preparation of Final Reports
The final report should be readable, visual, informative and easy to access. It should
incorporate the results of the study with a narrative and illustrations (such as charts and
tables), presented in a way to be understandable to a decision-maker or layperson
without special expertise in these issues. Additional data and supporting information
could be provided in appendices.
The report should provide a detailed look at data and demographics current and past,
analyze trends and point out key needs and address how this compares to other
communities in the region.
Deliverable 1: Provide a draft final report for review and comment to the Agawam
Housing Committee
Page 12
Town of Agawam
36 Main Street
Aeawam.MA 01001
Deliverable 2: Meet with the Agawam Housing Committee and town officials or town
staff to review the draft report and obtain comments.
Deliverable 3: Provide a final report reflecting those comments
Deliverable 4:Attend a meeting to present the report to the public in conjunction with
the development of the Housing Production Plan at a later date, to be determined.
Section V: Proposal Preparation, Evaluation & Selection
Preparation of Proposal
Each proposal must contain the full name and address of each person or company
interested therein. In the case of a partnership, the name and address of each partner must
be stated on the proposal form. The firm, corporate, or individual name must be signed by
the PROPOSER in the space provided for signature on the forms. In the case of a
corporation, the title of the officer signing must be stated and the corporate seal must be
affixed. In the case of a partnership, the signature of at least one of the partners must
follow the firm name using the term "members of firm". Individuals use the term "doing
business as ," or "Sole Owner."
1. The proposal shall detail the firm's or individuals' qualifications, experience and
expertise, Proposal evaluation will include an examination of the proposer's
qualifications, experience, project action plan and expertise in conducting similar work.
a. Proposer shall provide a brief history of their firm, organization or relevant
professional experience;
b. Proposer shall detail the firm's -or their own experience with similar projects
completed during the past three 3) or more years;
c. Proposer shall provide a list of specific qualifications the proposer has in supplying
the services listed in this proposal;
d. Proposer shall provide a list of a minimum of three 3) references from current
and/or former clients for projects of similar size and scope. List shall include current
contact information including client contact name, agency, address and phone
number.
2. The proposal must confirm the proposer's understanding of the RFP. The narrative
portion and the materials presented in response to this RFP must contain the following
information:
a. A clear outline of the recommended approach to the project. Proposer shall provide
a proposed plan for performing the overall work, including a timeline for major
activities. Proposer shall provide a written schedule of deliverables, which should
conform to the work items identified in the scope of work.
b. Proposals must be submitted in accordance with all specified proposal submission
requirements as specified in the Scope of Work.
Page 13
HOUSING NEEDS ASSESSMENT
TOWN OF AGAWAM, MA
Price Proposal submitted in response to Town of Agawam's Request for Proposals
IFBO 15-180-002 issued July 29, 2015
JM Goldson community preservation + planning
with RKG Associates, Inc. and Pioneer Valley Planning Commission
September 8, 2015
Price Proposal Details
TTask per Technical Proposal JMG RKG PVPC Schedule of
Payments
1.1 Prepare_detalled_ proje_c#scope_,schedule_ _ _,and local info —
needed.
needed.
1.2 Initial kickoff meeting&driving tour of community
Task 1 Hours 7 3 3
Task 1 Fee . $1.565 October
2.1 Review relevant local and regional plans and summarize
for background to Incorporate in report.
2.2 Draft analysis and data collectlon of demographic
characteristics and projections.
2.3 Draft analysis and data collection of housing supply,
market characteristics and trends,and affordability.
2.4 Draft analysis of development constraints Including
Infrastructure capacity
2.5 Prepare mapping analysis.
Task 2•Hours 16 26 24
Task 2 Fee $6,910 November
3.1 Perform interviews with key town officials,realtors,
regional CDCs,special needs service providers,Housing
Authority Executive Director,Council on Aging.
Schedule a day In the community.
3.2 Prepare complete draft Housing Needs Assessment
("Task 2:Deliverables 1 and 2"and"Task 3:Deliverable
1"per town's scope)
3.3 Meet with Housing Committee,Town officials,&Town
staff to review and discuss draft housing needs
assessment and key findings. ("Task 3:Deliverable 2")
3.4 Revise and finalize housing needs assessment("Task 3:
Deliverable 3")
: Task 3 Hours , 24 18 1
Task 3 Fee $5,535 December
4.1 Attend community meeting to present report to the
public in conjunction with the development of the
Housing Production Plan at a later date to be
determined.
Task 4 Hours 2 '2 2 .
Task 4 Fee $710 April-July
2016
Total Fee for Labor $14.720
Expenses (not to exceed) $230
Total Proposed Fee Including Expenses $14.950
Price Proposal for Agawam Housing Needs Assessment 919/15
JM Goldson,RKG Associates,tic.,and Pioneer Valley Planning Commission
Labor Rates and Total Estimated Labor Hours
By Team Member
JMG RKG PVPC Expenses' Total
Fee $6;125 $6;195 �? $2 400 $230
Rate $125 60%@ $115 $80
40%@ $150
r _ r , E,; ,
Hours 4 49. Y30 p 128 �, �
'Expenses Include out of pocket postage,printing,and the like billed at 1:1 ratio.
By Staff Member
Staff Member Firm Rate/hour Estimated
Total Hours
`Jennlfo'r'M: ol[ison
Judl Barrett RKG R $150 17
s Parick:McCafferty RKG $i15�: -32
w.s.. ,-
David Elvin PVPC $80 16
11Aolly,�Gb(en'13 ts^ -.,P1/PC"i ;' $80y'' � � . , # ,,;��r'•'
Jacob Dolinger PVPC $80_ 6
2
Town of Agawam
36 Main Street
Agawam.MA 01001
EXHIBIT B
Price Proposal Signature Page
Complete this page and submit with any attachments in a separate sealed envelope from non-price proposal.
Town of Agawam RFP to provide a Housing Needs Assessment.
The undersigned proposes to provide services to the Town of Agawam in accordance with the
response to its Request for Proposals (RFP). This price includes all services and out of pocket
expenses as per the terms and specifications stated in the non-price proposal.
Price includes but is not limited to all deliverables listed in the RFP.
All-inclusive fee
6s,,r4-e&Y% "amwal Arne .Dollars
Written sum
On a separate page or pages, please provide details of proposed deliverables and schedule of
associated payments. Please also provide a detailed breakdown of the labor rates and estimated
labor hours for each staff member in the proposal.
to re (blue ink please)
�"M (tea �� �a�~ Se��i,�e.E�. i(,Q(�,Ser►
Printed Name
Title
9 1 a
Date
.�—�.. Ch j or _ e A n: .jyvtg b1chm. dlVh
Company Name Email
i S _.6c 1-3 • 81 2
Street Phone
a5 " MA ozaj
City,State,Zip Fax
Page 24
Goldson
community preservation
-+ planning
September 8, 2015
Agawam Housing Committee
c/o Office of the Mayor
Town Hall,3rd Floor
36 Main Street
Agawam, MA 01001
Re: Request for Proposals—Housing Needs Assessment(IFB# 15-180-002)
Dear Members of the Agawam Housing Committee:
JM Goldson, RKG Associates, and the Pioneer Valley Planning Commission are pleased to submit this
proposal to produce a comprehensive Housing Needs Assessment in response to the Town of Agawam's
Request for Proposals(RFP) issued on July 29, 2015.
Expanding housing options in the Town of Agawam is vital to promoting the long-term health and vitality
of the community,as well as the broader interests of the region. Our proposed approach for producing
this Housing Needs Assessment will promote greater understanding of Agawam's current and future
housing needs; it will serve as a strong foundation for the community's future work to improve housing
choice. The project schedule included in the enclosed proposal was developed with the intent to start the
project in late September and deliver final work products by December 31, 2015 (assuming contract
execution by September 25, 2015).
Our three-member team offers Agawam extensive expertise in community development, planning for-
affordable housing, and community engagement. JM Goldson will serve as the lead consultant for the
project, directing the work of RKG Associates and the Pioneer Valley Planning Commission as sub-
consultants.
Enclosed please find the proposal, which is structured according to Section V of the RFP, as well as the
necessary forms.As required, our price proposal is being submitted separately.Please contact me at 617-
872-0958 or Jennifer@imgoldson.com if you have any questions about either of these submittals.
Sincerely,
PAU4-,
Jennifer M.Goldson,AICP
Principal
JM Goldson community preservation +planning
217 Beech St, Rosllndale, Massachusetts 02131 617-872-0958
Jennifer@Jmgoldson.com www.jmgoldson.com www.facebook.com/jmpoldson ®Jmgoldson
Non-Price Proposal for Agawam Housing Needs Assessment 919115
JM Goldson,RKG Associates,Inc.,and Pioneer Valley Planning Commission
1. Team Qualifications
JM Goldson will serve as lead consultant, coordinating and overseeing the work of project
partners RKG Associates and the Pioneer Valley Planning Commission. Descriptions of the
qualifications of the three project partners are summarized below and detailed in Appendix A.
a. Firm History and Relevant Experience
JM GOLDSON (LEAD CONSULTANT)
JM Goldson, established in 2006 by community planner,Jennifer Goldson, AICP, has a strong
track record helping communities develop strategic priorities for community preservation and
affordable housing through interactive public engagement. Jennifer has a diverse 20-year
background as a professional community planner that blends specialties in housing, community
preservation, and land use planning. She specializes in creating Housing Production Plans,
Housing Needs Assessments, Community Preservation Act Plans, and Affordable Housing Trust
Action Plans. JM Goldson has completed Housing Production Plans and Housing Needs
Assessments, as well as facilitated housing workshops for a variety of communities including
Barnstable, Bridgewater, Concord, Easton, Medway, Norwood, Pelham, Southborough, and
Sudbury.
In addition, Jennifer is the primary author of the Massachusetts Housing Partnership's (MHP)
t
Municipal Affordable Housing Trust Guidebook and the soon-to-be-released Housing Trust
Operations Manual. Jennifer is also currently working with MHP as primary author of the updated
Community Preservation Act and Affordable Housing Guidebook
RKG ASSOCIATES, INC.
RKG Associates, Inc. (RKG) is a full service economic, planning and real estate consulting firm
with offices Massachusetts, New Hampshire,Virginia, and Georgia. Since its founding in 1981,
RKG has successfully completed more than two thousand consulting projects regionally,
nationally, and internationally, providing a comprehensive range of planning, economics, market
research, and financial feasibility services to pubic and private clients. The firm employs ten full-
time professionals and has grown to become one of the most respected economics and real
estate advisory consulting firms in the United States.
Judi Barrett, Director of Municipal Services at RKG,will represent the firm in Agawam.A planner
with thirty years of experience in the field,Judi has led numerous master plans for cities,and
towns, conducted comprehensive zoning revisions and recodifications, and developed training
programs for town boards and professional planners. She works nationally on inclusionary zoning
and fair housing. Judi has completed affordable housing plans and studies for New England
clients, including over two dozen Housing Production Plans. She serves as a Chapter 40B
Technical Assistance Consultant for MHP, helping Boards of Appeal throughout Massachusetts
navigate the comprehensive permit process. In addition, she recently authored a new Chapter
40B Guidebook for MHP.
PIONEER VALLEY PLANNING COMMISSION
Established in 1962, the Pioneer Valley Planning Commission (PVPC) is the designated regional
planning agency for Agawam and the 42 other cities and towns of Hampden and Hampshire
Counties in the Pioneer Valley. PVPC provides a range of planning and related technical services
for community development, land use and zoning,transportation and other disciplines to its
member communities.
2
HOUSING NEEDS ASSESSMENT
TOWN OF AGAWAM, MA
Non-Price Proposal subMitted in response to Town of Agawam's Request for
Proposals 1FB# 15-180-002 issued July 29, 2015
JM Goldson community preservation + planning
with RKG Associates, Inc. and Pioneer Valley Planning Commission
September 8, 2015
Non-Price Proposal for Agawam Housing Needs Assessment 919/15
JM Goldson.RKG Associates.Inc.,and Pioneer Valley Planning commission
For housing, PVPC provides a variety of planning services to its member municipalities, including
the development of housing needs assessments, housing production plans to comply with DHCD
requirements; community housing strategic plans for Community Preservation Act(CPA)
committees; municipal master plans; and other topics related to housing. PVPC has continued to
deepened its work and commitment to community housing since 2011,when the agency secured
one of the first regional sustainability planning grants from the United Stated Department of
Housing and Urban Development (HUD) and with this funding organized the Pioneer Valley
Regional Housing Advisory Committee to oversee the process of developing the region's first
housing plan, which was published in 2013.
PVPC's lead planner for this project will be David Elvin,AICP. David is a Senior Planner with
experience managing planning projects in housing, transit, economic redevelopment,food
security,and municipal zoning. David was directly involved in the development of the Fair
Housing and Equity Assessment report for the PVPC and Hartford CRCOG regions in 2014. He is
currently managing the preparation of Housing Production Plans for the Towns of Hatfield and
South Hadley, both of which include housing needs assessments. David also facilitates the
quarterly meetings of the Pioneer Valley Regional Housing Advisory Committee..As a former
editor and journalist, he is experienced in presenting complex information in easy-to-use formats.
He has been with PVPC for 8 years. David will be assisted by Molly Goren-Watts, Principal
Planner/Manager of Regional information & Policy Center,and Jacob Dolinger, Planner/GiS
Specialist.
b. Experience with Similar Projects
During the past three years, our team members have participated in the following similar projects:
Norwood Housing Production Plan (2013):
https://files.secureserver.neVOsC0lewugiiAai
JM Goldson prepared the Town of Norwood Housing Production Plan, which was
approved and then certified by the state in 2013. Based on community feedback,an
important component of the plan is to promote smart growth development near the
Town's commercial centers to further downtown economic revitalization as well as
economic development and open space conservation goals. Emphasizing the
Interconnections between affordable housing, community preservation,and economic
development goals are threaded throughout the Plan.
Southborough Housing Production Plan (2015):
http:/) mgoldson.com/?Pacte—id=1307
JM Goldson prepared the Town of Southborough Housing Production Plan, which
received final state in 2014. JM Goldson worked closely with the Southborough Housing
Opportunities Partnership Committee and the Town Planner throughout the process. The
process included a focus group for town officials to prioritize housing strategies based on
JM Goldson's comprehensive analysis of housing need and development constraints.
Nantucket Workforce Housing Needs Assessment (2015):
htt ://www.housin nantucket.or /resources.html
RKG was hired to analyze the housing needs of Nantucket's year-round workforce. The
needs assessment examines not only a range of affordability problems but also the
3
Nan-Price Proposal for Agawam Housing Needs Assessment 919115
JM Goldson,RKG Associates,Inc.,and Pioneer Vi0ey Planning commission
island's chronic housing supply shortage both for year-round and seasonal workers.The
study promotes a broader understanding of the term "workforce housing," a variety of
regulatory strategies to increase supply, and partnership efforts by the island's major
employers.
Falmouth Housing Demand Study (2014):
http://www.falmouthmass.us/housing/Falmouth%20Housing%20Deman_d%2OReport%200
9302014.pdf _
The Town of Falmouth hired RKG to analyze housing needs at all market levels, including
but not limited to low- or moderate-income housing under Chapter 40B.The study
identified a range of needs, mainly affordable, suitable, and higher-quality rental units. It
also focused attention on the lack of housing development capacity(non-profit and for-
profit) and unresolved conflicts between the local housing committee and other town
boards and commissions. In 2014, RKG won an Outstanding Planning Project Award from
the APA-MA for this project.
Pioneer Valley Regional Housing Plan 2013
<www.pvpc.org/sites/default/files/PV%20Housinq%20PIan.pdf>
This plan addresses many issues and topic areas related to housing needs, including
demographic and ethnic diversity, segregation,the rights of protected persons, private
market authority, and the fair housing environment. In 2013, PVPC received the
Comprehensive Planning Award from the Massachusetts Chapter of the American
Planning Association for the plan's outstanding merit.
Springfield Analysis of Impediments to Fair Housing (AI) 2013
www.mass.gov/hed/docs/dhcd/hd/fair/2013analysis.pdf
PVPC successfully produced this HUD-compliant Al for Springfield,the largest
municipality in the region.
Knowledge Corridor Fair Housing and Equity Assessment (FHEA) 2014
www.ctfairhousing.or /w -content/uploads/FHEA-11-19-14-Final-Report.pdf
PVPC and the Hartford Capitol Region Council of Governments produced this FHEA for
72 communities. PVPC produced data and analysis, RCAP/ECAP maps and geographic
displays of other HUD-generated indexes of poverty, educational opportunity, labor
market engagement,environmental hazards, and transit access.
c. Specific Qualifications Relevant to Services Sought
Jennifer Goldson,Judi Barrett, and David Elvin are all professional planners, certified by the
American Institute of Certified Planners, with extensive experience preparing housing needs
studies, housing plans, and other related studies. Members of our project team have lead and
been involved with housing planning projects with specific relevance to the request for a housing
needs assessment for Agawam, as described in the summaries of sample projects below.
• Barnstable Housing Needs Assessment: This study was produced by JM Goldson
community preservation + planning. It presents a comprehensive demographic and
housing market analysis for the Town of Barnstable, as a whole, and for the neighborhood
of Hyannis. https://files.secureserver.net/OsKB9bEJrwiNNs
4
Non-Price Propostai for Agawam Housing Needs Assessment 919115
JM Goldson.RKG Associates,Inc.,and Pioneer Valley Plann€ng Commission
• Falmouth Housing Demand Study: As described above, this study was produced by
RKG. It presents a comprehensive housing demand analysis for the Town of Falmouth.
http://www.faImo_uthmass.us/housing/Falmouth%2OHousin9%20Dema_nd%2OReport%200
9302014.pdf
• Pelham Housing Needs Study 2014: This study, which is similar in scope to a
housing needs assessment, was produced by PVPC in partnership with JM Goldson
community preservation + planning and housing consultant Connie Kruger. It presents
demographic and housing market data; reports on in-person interviews with residents;
and summarizes findings of a public survey.
www.pvpc.orq/sites/default/files/Pelham%20Housing%2ONeeds%2OStudy%208.14.14.pdf
d. References
JM GOLDSON
• Marcia Rasmussen, Planning Director, Town of Concord, Concord Housing Production
Plan (2010 and current 2015 update). mrsmmussen@concordma.gov or(978)318-3290.
• Jennifer Burney, Town Planner,Town of Southborough. Southborough Housing
Production Plan (2014).jburney@southboroughma.com or(508) 485-0710.
• Jo Anne Miller Buntich, Director, Growth Management Department, Town of Barnstable.
Barnstable Housing Needs Assessment(2014) and Housing Production Plan (current
2016).Joanne.buntich@town.barnstable.ma.us or(508) 862-4735.
RKG
• Marlene McCollem, AICP, Assistant Town Planner, Town of Falmouth. Falmouth Housing
Demand Study(2014). mmccollem@falmouthmass.us or(508) 495-7440.
• Anne Kuszpa, Executive Director, Housing Nantucket. Workforce Housing Needs
Assessment (2015). housingnantucket@gmaif.com or(508) 228-4422.
• Stephanie Mercandetti, Director of Planning and Community Development, Zoning
Revision and Recodification (2014-2015), Town of Medway(2014-2015).
smercandetti@townofmedway.org or(508)321-4918.
• Laura Shufelt, Community Assistance Manager, Massachusetts Housing Partnership.
Chapter 40B Guidebook. Lshufelt@mh .net or(617)330-9944;292.
PVPC
• Gerry McCafferty, Director, Office of Housing,City of Springfield —Client for Springfield
Analysis of Impediments to Fair Housing Choice that PVPC produced in 2013.
GMcCafferty@springfieldcityhall.com or(413) 787-6500.
• Sarah Page, Senior VP of Community Building & Organizing, HAP Housing Inc. — Chair of
Pioneer Valley Regional Housing Advisory Committee (facilitated by PVPC) and client for
Springfield Six Corners and Old Hill Community Redevelopment project 2011-13.
spage@haphausing.org or(413) 233-1727.
2. Project Understanding
The project team members possess a thorough understanding of the importance of housing
planning at the community level in Massachusetts. The team also understands that every
community is different, and that sincere and effective analysis and engagement with the local
5
Non•Prlce Proposal for Agawam Housing Needs Assessment 9i9115
JM Goidson,RKG Associates,Inc.,and Pioneer Valley Planning Commission
housing committee and other community leaders is necessary to produce useful housing
planning information and recommendations.
a. Recommended Project Approach
The schedule below was developed with the intent to deliver final work products by December
31, 2015 (assuming notification of award by September 17, 2015 and contract execution by
September 25, 2015). The matrix includes the proposed schedule, scope of work, including
description of meetings, deliverables, and team member responsibilities.
Proposed Project Scope, Team Responsibilities, & Schedule
Key to Symbols: * Lead role on task • Support rote on task 0 Meeting In community
Task JMG RKG PVPC Schedule
1.1 Prepare detailed project scope,schedule,and local info * • fate Sept
needed.
1.2 'Attend Initial kickoff meeting& driving tour of community. O O O Early Oct
2.1 Review relevant local and regional plans and summarize • * Oct
for background to Incorporate In report.
2.2 Draft analysis and data collection of demographic Oct-Nov
characteristics and projections.
2.3 Draft analysis and data collection of housing supply, • 1r Oct-Nov
market characteristics and trends, and affordability.
2.4 Draft analysis of development constraints Including * • Oct-Nov
infrastructure capacity
2.5 Prepare mapping analysis. * * Oct-Nov
3.1 Perform interviews with key town officials,realtors, O Q Nov
regional CDCs,special.needs service providers,Housing
Authority Executive Director,Council on Aging. Schedule' .
a day in the community.
3.2 Prepare complete draft Housing Needs Assessment("Task * * Nov
2: Deliverables 1 and 2" and "Task 3:Deliverable 1"per
town's scope)
3.3 Meet with Housing Committee,Town officials,&Town staff O O O Dec
to review and discuss draft housing needs assessment
and key findings. ("Task 3:Deliverable 2")
3.4 Revise and finalize housing needs assessment("Task 3: * * • Dec
Deliverable 3")
4.1 Attend community meeting to present report to the public O O O Spring-
In conjunction with the development of the Housing Summer
Production Plan at a later date to be determined. 2016
Note: Additional housing needs issues that our team would analyze that is set forth in the Town's
RFP is to identify and analyze patterns of concentration (including by income, race,and ethnicity).
6
Non-Price Proposal for Agawam Housing Needs Assessment 919115
JM Goldson.RKG Associates:Inc.,and Pioneer Valley Planning Commission
b. Scope of Work Requirements
The project team will perform the project tasks and submit deliverables that fulfill the specific
descriptions in Tasks 1, 2 and 3 of the RFP. The project team welcomes the opportunity to act as
a "team player" in the performance of these duties and commits to proactive communication
throughout with the members of the Agawam Housing Committee and other local officials as
designated.
c. Exceptions
None
d. Project Administration
JM Goldson will serve as the principal point of contact for this project for all administrative
matters, including invoicing, submission of deliverables,scheduling, and telephone and email
communication.
e. Samples of Recent Relevant Work
See links to sample work products above in sections 1b and 1c.
Non-Price Proposal for Agawam Housing Needs Assessment 9/9l15
JM Goldson,RKG Associates,Inc„and Pioneer Valley Planning Conimission
Appendix A - Qualifications
EMEM
community preservation
+ planning
JENNIFER M. 1♦ j . PRINCIPAL
r ■A PLANNER
PROFESSIONAL.PROFILE
Jennifer Goldson formed JM Goldson community preservation+ planning in 2006 to help
communities create successful community preservation programs and address affordable
housing needs.Her 20+year professional background blends affordable housing,
comprehensive planning, historic preservation,open space conservation,community
engagement,and implementation of the Massachusetts Community Preservation Act.
JM Goldson provides client communities with a holistic and thoughtful approach to planning.
JM Goldson's approach focuses on protecting community assets and enhancing housing
choice in ways that are compatible with other community and regional goals.JM Goldson is
known for facilitating highly-interactive public engagement, bringing clarity to ambiguous
situations,and customizing work products to best meet client communities' needs.
JM Goldson has a strong track record assisting communities with community preservation
and affordable housing planning and Implementation,including Housing Production Plans,
Housing Needs Assessments,Community Preservation Plans,and Affordable Housing Trust
Action Plans.Jennifer Is the primary author of Massachusetts Housing Partnership's(MHP)
Municipal Affordable Housing Trust Guidebook,which received the 2010 Outstanding Planning
Award from the Massachusetts Chapter of the American Planning Association.Jennifer is
also the primary author of MHP's Municipal Affordable Housing Trust Implementation Manual,
planned for released in 2015,and the updated MHP and CHAPA Community Preservation and
Affordable Housing Guidebook,planned for release in 2016.
Among JM Goldson's municipal clients are Barnstable, Bridgewater,Concord, Eastham,
Easton,Hopkinton,Grafton,Manchester-by-the-Sea,Medway, Middleborough, Norwood,
Pelham,Stoughton,Somerville, Southborough,Sudbury,West Bridgewater,Westford,
Westport,and Williamstown. In 2008,Jennifer was the primary author of the Community
Preservation Coalition's CPA Update,a monthly email-newsletter subscribed to by Community
Preservation Committees across the state.
Prior to forming JM Goldson,Jennifer managed the City of Newton's Community
Preservation program,one of the first and largest CPA programs in Massachusetts. Under
her management,Newton's CPA program funded over$12 million in community housing,
open space, recreation,and historic preservation projects, including the city's purchase of
Angina Farm,the last farm in Newton,and Kesseler Woods.Working with the city from
inception of the CPA program,she established and administered a clear and effective
evaluation and review process that the Community Preservation Committee relied on to
select projects in highly competitive funding rounds.
As project manager for the Town of Brookline's comprehensive planning initiative,Jennifer
worked closely with the Comprehensive Plan Committee,town officials,and neighborhood
groups to identify issues and opportunities in the areas of affordable housing, parks and
open space, historic preservation,transportation, economic development,and community
facilities.Jennifer was primary author of The Brookline Plan:Program& Progress,a document
culminating the first phase of the comprehensive planning process.
Jennifer M.Goldson.AICP
217 Beech Street t 617 872 0958
Roslndale,MA,02130 a lennlfer@jmgoldson,com
8
Non-Price Proposal for Agawam Housing Needs Assessment 9/9115
JM Goldson.RKG Associates,Inc.,and Pioneei Valley Planning Commission
@ 0 PAGF
in addition to her experience in local government,Jennifer has extensive experience In the
private sector.She was a preservation planner for the Newport Collaborative Architects,a
full-service architecture and planning firm in Newport,Rhode Island,where she prepared
community visioning and master plans. She also developed town-wide historic resource
surveys for the Connecticut Historical Commission and prepared historic tax credit
applications for rehabilitation projects in Rhode island. Prior to that,Jennifer was a
preservation research associate for the Conservation Technology Group in Newport,a firm
specializing in the conservation of historic sites, architecture, and monuments.
Jennifer earned a Master's degree in Community Planning from the University of Rhode
Island and a BS in Historic Preservation with a minor in Architecture from Roger Williams
University. She is certified by the American Institute of Certified Planners,was editor of the
New England Planning Newsletter,and served on the Board of the Massachusetts chapter of
the American Planning Association.
In her hometown,Jennifer served as vice president of the Roslindaie Village Main Street
(RVMS)Board of Directors, co-chair of the RVMS Design Committee,and was appointed by
Mayor Menino as a member of the Rosiindale Advisory Group for Strategic Planning&
Rezoning. She was recognized by Mayor Menino for her contributions to the RVMS Design
Committee as volunteer of the year.
9
Non-Price Proposal for Agawam Housing Needs Assessment 919115
1M Goldson,RKG Associates,Inc.,and Pioneer Valley Planning Commission
1
PROFESSIONAL PROFILE PROFESSIONAL AFFILIATIONS
Judi Barrett is the director of RKG's Massachusetts . American Planning Association,and
office.Her areas of expertise include housing and Massachusetts Chapter(APA-MA)Board:
community development,planning,zoning,and Chair,Community Development dr Housing
socioeconomic impact analysis.With over twenty- Committee
five years of experience in planning and community a Massachusetts Association of Planning
development,Judi has worked on a wide variety of Directors(MAPD)
engagements:comprehensive plans,housing plans . Urban Land Institute
and housing need studies,HUD Consolidated
Plans,downtown plans,zoning ordinances and RELEVANT PROJECT EXPERIENCE
bylaws,development impact studies,and strategic Housing Plans and Studies
plans.Judi has created innovative,award-winning Sample Project:Falmouth,MA Housing Demand Study
plans for cities and towns and she is widely and Needs Analysis
respected for her citizen participation work. Judi Barrett worked with the Falmouth Planning
Department for several months on a comprehensive
Judi manages most of RKG's planning services for housing demand study and needs analysis.For this
local government clients in New England.She is a project,she obtained and analyzed a wide range of
frequent panelist and guest speaker at professional demographic and market data for the Town as a
conferences and a guest lecturer for graduate-level whole and each of its villages in an effort to identify
planning students.As Community Development minority and low-income concentration areas.She
and Housing Committee Chair for AAA-MA,she also completed a land use regulatory audit in order
has organized conferences on inclusionary zoning, to identify regulatory barriers to housing
and she serves as a trainer both for APA-MA and development.In addition,she conducted an
the Citizen Planner Training Collaborative.Judi has extensive housing policy and housing development
led workshops for the APA National Conference capacity analysis and identified ways for the Town
and numerous regional conferences as well. to improve in-house advocacy and project review
skills.RKG won a Planning Project Award from
Before joining RKG,she served as planning director APA-MA for Judi's work in Falmouth.
for Community Opportunities Group,Inc.,and
CDBG program manager for the Massachusetts Development Impact Analysis
Department of Housing and Community Sample Project:Hopkinton,MA legacy Farms
Development(DHCD).She previously worked for As consultant to the Hopkinton-Planning Board and
the Town of Plymouth(MA)as community Town Attorney,Judi Barrett analyzed the impact of
development director,where she led highly Legacy Farms,a 940-unit housing development,
successful housing,economic development,and and assisted with negotiating the terms of a Host
tourism programs,including a downtown Community Agreement(HCA).The project
revitalization initiative. preserved 500 acres of open space and created a mix
of housing,including affordable apartments in a
EDUCATION town with very expensive homes.It also brought
• AB in History and Government; Harvard over$1 million in transportation improvements and
University,Cambridge,Massachusetts development of a new drinking water supply in
■ Graduate coursework in planning, land use East Hopkinton.Since negotiating the original
law, and public finance at Harvard, Tufts HCA,Judi has been invited back to Hopkinton to
University,and UMass-Boston assist with evaluating the financial impact of two
changes proposed by the developer.
Economic,Plaming and Real Estate Consultants i 39
10
Non-Price Proposal for Agawam Housing Needs Assessment 919/15
JM Goldson,RKG Associates,Inc.,and Pioneer Valley Planning Commission
Inclusionary Zoning Ordinance eligible housing and community development
Sample Project:Beverly,MA programs under more flexible national objective
Judi Barrett has worked nationally on inclusionary requirements,thereby making service delivery
zoning.An example of her success with zoning for strategic and more efficient.
affordable housing is the award-winning inclusionary
zoning ordinance that she wrote for the City of Beverly local Comprehensive Plans
(MA).The ordinance mattered to City officials because' Sample Projects:Lincoln and Dedham,MA
Beverly had passed the state's threshold for Judi Barrett has led teams of consultants to prepare
"mandatory"affordable housing permits(Chapter master plans for seventeen towns.In each case,she was
40B),so without regulatory reform,the City did not responsible for coordinating the work of staff and
have a way to incentivize affordable housing subcontractors,designing and conducting the public
development.The ordinance provides significant as-of- participation process,conducting a zoning audit and
right cost offsets for developments that include developing the future land use plan,and taking the
affordable units on site while still creating other lead role in preparing the housing and economic
avenues for developers to provide affordable housing. development components of the plan.Her master
The ordinance has been very effective for creating new plans for the towns of Dedham and l..incolnn,
affordable housing.in the downtown and other"smart Massachusetts,won Outstanding Comprehensive Plan
growth"neighborhood commercial centers. Awards from the Massachusetts Chapter of the
American Planning Association(APA-MA).
Development Impact Analysts
Sample Project:Plymouth,MA Plymouth Rock Studios Comprehensive Zoning Revision
The Plymouth Town Manager and Planning Sample Project:Northborough,MA
Department hired Judi Barnett to prepare a Judi Barrett worked with the Northborough Planning
comprehensive economic and fiscal impact analysis of Department,Planning Board,and Zoning Board of
Plymouth Rock Studios,a proposed film production Appeals for almost two years on a comprehensive
studio known locally as"Hollywood East"The project revision of the towns Zoning Bylaw.The project
was slated for a 240+/-acre site in South Plymouth.The involved over 50 committee and subcommittee
applicants sought zoning changes and tax relief from meetings,numerous public hearings,and zoning map
the Town,and special financing from the state,in amendments to align Northborough's land use
order to lure the film production industry to regulations with many changes that had occurred in
Massachusetts and capitalize on the state's film the town since the last major zoning revision was done
production tax credits. Ultimately the project did not (approximately twenty years earlier).The new zoning
proceed due to questionable job creation and state includes neighborhood development incentives for a
income tax projections and legal problems involving variety of housing types and new,more flexible rules
one of the developers. for development in the downtown area.Revisions to
the zoning map eliminated"split lot"problems that
Neighborhood Revitalization Strategy Area(NRSA) had discouraged development proposals in the past.
Plans
Sample Projects:Lawrence,MA;Hartford,CT;Davisville Town Center Planning and Zoning
(North Kingstown),RI Sample Project:Needham,MA Needham Center Plan
From her years of Community Development Block As subcontractor to an urban design firm,Judi Barrett
Grant(CDBG)experience,Judi Barrett has developed prepared a feasibility analysis for sample sites and
Neighborhood Revitalization Strategy Area(NRSA) wrote new zoning for redevelopment in Needham
designations for very-low-income neighborhoods in Center.The zoning includes incentives for multifamily
several communities.NRSA approval from HUD(or units over commercial space and incorporates design
the state program)allows CDBG grantees to administer standards to accommodate the additional density.
Economic,Planning and Real Estate Consultants sssac.u: rrs
11
Non-Price Proposal for Agav:arn Housing Needs Assessment 9/9115
,iM Goldson,RKG Associates,Inc.,and Pioneer Valley Planning Commission
PATRICK M. a • ANALYST/ aPLANNER
PROFESSIONAL PROFILE
Mr.McCafferty's skill-set revolves around geomat- Economic&Fiscal Analysis
ics,spatial statistics,econometrics,and urban mor-
phology.His professional experience consists of real Transportation Oriented Development
estate market modeling,forecasting,and analysis Prepared a report focused on the financial effect the
as well as data visualization and mapping.His re- new'lndigo Line'would have on Boston's commer-
sponsibilities include real estate analysis,demo- cial real estate market.Analysis covered both the
graphic and economic analysis urban redevelop short term fiscal impact as well as future projec-
ment,economic and fiscal impact analysis,planning, tions,
and GIS mapping.
Gentrification Study
EDUCATION Conducted a real estate market analysis aimed at
■ BA in Urban/Regional Planning;Miami Univer- dissecting the temporal phases of gentrification in
sity,Oxford,Ohio Boston.Study employed a number of economic,
• Master of Arts(MA)in Community Develop- social,and infrastructural indicators with the goal of
ment and Planning;Clark University,Worcester, pinpointing real and potential micro-variations in
Massachusetts the real estate market.
PROFESSIONAL AFFILIATIONS Redevelopment Potential Analysis
Environmental Design Research Organization Assisted in a reuse project for the town of Easton.
International Association of Assessing Officers Contributed maps and market analytics for the pur-
Cartography and Geographic Information Socie- posed of achieving a practical redevelopment strat-
ty egy.
PROJECT EXPERIENCE
Mapping
Geostatistical Modeling
Environmental Justice
Land Value Response Surface Developed a series of maps based on environmen-
As a Senior Research Analyst with the City of Bos- tal justice criteria for the City of Worcester.Maps
ton, pioneered the city's new land valuation tech- also examined the intersection between TAI sites
nique from a linear approach to a geographically- and elementary school service areas.
based,fitted,three-dimensional response surface.
This new advancement dramatically increased the Market History
model's efficacy resulting in equitable property tax- Provided a holistic geo-based review of real estate
es. in Boston for the Mayor's office.Time frame encom-
passes 1980-2020
Urban Revitalization
Worked with Clark University and the City of Mental Health
Worcester to create an evaluative criteria for map- Submitted a GIS-based report on the effect of the
ping and diagnosing urban blight for a targeted, built environment on mental health hospitalization
more manageable,abatement strategy.Research for Cincinnati's(OH)Mental Health Department
goals were achieved via a phenomenological ap- Project aim was to devise a more sustainable reha-
proach toward social and infrastructural characteris- bilitation outcome.
tics
rl
Economic,Planning and Real Estate Consultants ns INN
12
Non-Price Proposal for Agawam Housing Needs Assessment 9/9l15
JM Goldson,RKG Associates.Inc.,and Pioneer Valley Planning Commission
PIONEER VALLEY PLANNING COMMISSION
DAVID ELVIN, AICP — SENIOR PLANNER
David is a versatile planner with experience managing planning projects in housing,transit,
economic redevelopment,food security, and municipal zoning. David was directly involved in the
development of the Fair Housing and Equity Assessment report for the PVPC and Hartford
CRCOG regions in 2014. He is currently managing the preparation of Housing Production Plans
for the Towns of Hatfield and South Hadley, both of which include housing needs assessments.
David also facilitates the quarterly meetings of the Pioneer Valley Regional Housing Advisory
Committee. As a former editor and journalist, he is experienced in presenting complex
information in easy-to-use formats. He has been with PVPC for 8 years.
MOLLY GOREN-WATTS — PRINCIPAL PLANNER/MANAGER OF REGIONAL INFORMATION &
POLICY CENTER
Molly leads PVPC's data gathering and analysis services. In the area of housing,she is highly
experienced in collection of data at various scales, from neighborhoods up to the national level,
to describe market trends and current stock of housing, housing costs and for renters and
owners, cost-burdened analyses,foreclosure trends, and other information that is critical to
understanding housing needs. Molly's skill in using—and knowing when to use—data from the
U.S. Census, business databases, state agencies, municipal assessors and other sources—
enables PVPC to efficiently produce data in user-friendly formats.
JACOi3 DOLINGER — PLANNER/GIS SPECIALIST
Jake is PVPC's lead GIS expert, producing printed maps, online map analysis tools, and other
valuable data products.Jake was PVPC's point person for mapping a variety of new HUD-
generated indexes and data for the joint PVPC/CRCOG Fair Housing and Equity Analysis in 2014.
He is skilled in conveying housing information through his work on many housing plans, master
plans, open space plans, and other municipal mapping products for communities in the region.
13
Town of Agawam
36 Main Street
Agawam. MA 01001
EXHIBIT A
Proposal Signature Page
Complete this page and return as a cover sheet for the completed non-price proposal.
Town of Agawam RFP to provide a Housing Needs Assessment.
TM 6a(d.%O1 _ Tart hiLr 6QJd5OA
Company Name Contact Person (please print)
Z II k[ I • _67:2-007S6
street Phone
City,State,Zip !! Fax
-�Cr GJOA. C-O#*
E aI!
Submits the attached proposal for this Request for Proposals to the Town of Agawam, on the
authority of the undersigned and as dated below. I confirm and pledge to abide by and be held to
the requirements of this RFP and its resulting contract,to perform any tasks and deliver any
documents required, and to execute a Contract with the Town of Agawam.
Bidder acknowledges receipt of the following addenda.*
I &!J 3.
2. 4.
Authorized Age t of the Contractor:
6
ature (blue ink please)
i
Printed Name
Title If a corporation,attach
certificate of vote or apply
Date corporate seal here)
Form must be signed by a duly authorized officers)eligible to sign contract documents for the firm.Consortiums,joint
ventures,or teams submitting proposals will not be considered responsive unless it is established that all contractual
responsibility rests solely with one contractor or one legal entity.The Proposal must indicate the responsible entity.
Contractor should be aware that joint responsibility and liability will attach to any resulting contract and failure of one party
in a joint venture to perform will not relieve the other party or parties of total responsibility for performance.
*to be rilled in by proposer,ifaddenda are issued.
Page 23
Town of Agawam
36 Main Street
Agawam.MA 01001
EXHIBIT C
Certificate of Non-Collusion
Chapter 30B, § 10
"The undersigned certifies under penalties of perjury thafthis proposal or proposal has been
made and submitted in good faith and without collusion or fraud with any other person. As used
in this certification, the word "person" shall mean any natural person, business, partnership,
corporation, union, committee, club, or other organization, entity, or group of individuals."
Individual or Corporate Name of Proposer
Srgnature of.4uthoriaedAgent
MAA#%:-(C_r M. y U16VI
Printed Name ofAuthorized Agent
wMe.r 4, PAnC.qj �a lr«r-
Title
Date
Form must be signed by a duly authorized officer(s)eligible to sign contract documents for the firm.Consortiums,joint
ventures,or teams submitting proposals will not be considered responsive unless it is established that all contractual
responsibility rests solely with one contractor or one legal entity.The Proposal must indicate the responsible entity.
Contractors should be aware that joint responsibility and liability will attach to any resulting contract and failure of one party
in a joint venture to perform will not relieve the other party or parties of total responsibility for performance.
Page 25
r�
Town of Agawam
36 Main Street
Agawam. MA 01001
EXHIBIT D
Certificate of Tax Compliance
Pursuant to Massachusetts General Law Chapter 62C, § 49A, I hereby certify under penalties of
perjury that I have,to the best of my knowledge and belief, fled all state tax returns and paid all
state taxes required under law.
4 ! r V -4T-
Social Security or Federal I.D. Number
Si ature:Individual or Corporate Officer
rnrll�f {- �hc�Dn e1g�e-�
Title~
Date
Please Print:
s'rn G..l�(1tn
Corporate Name(as used for tax filing)
21 :4
Address
P.O.Box
�1.r, !
City, State,Zip Code ^—
*Your Social Security Number or Federal Identification Number will be furnished to the Massachusetts Department of
Revenue to determine whether you have met tax filing or tax payment obligations. Proposers who fail to correct their non-
filing or delinquency will no have a contract or other agreement issued,renewed or extended. This request is made under
the authority of M.G.L.Ch.62C,§48A
Form must be signed by a duly authorized officer(s)eligible to sign contract documents for the firm.Consortiums,joint
ventures,or teams submitting proposals will not be considered responsive unless it is established that all contractual
responsibility rests solely with one contractor or one legal entity.The Proposal must Indicate the responsible entity.
Contractors should be aware that joint responsibility and liability will attach to any resulting contract and failure of one party
in a joint venture to perform will not relieve the other party or parties of total responsibility for performance.
Town of Agawam
36 Main Street
Agawam. MA 01001
EXHIBIT E
Certificate of Authority '
Meeting of Board of Directors f\1 b3
\.P N
At a meeting of the Directors of the duly called
(Corporation)
and held at on the day of
in the year at which a quorum was present and acting, it
was voted, that the of this
(Name) (Title/position)
Corporation is hereby authorized and empowered to make, enter into, sign, seal and deliver,
on behalf of this Corporation a Proposal and subsequent Contract for
(brief description)
with the Town of Agawam, and any performance and payment bonds (each in the amount of the
Contract) in connection with such Contract, if applicable.
1 hereby certify that the above is a true and correct copy ofthe record, that said vote has
not been amended or repealed and is in full force and effect as of this date, and that
is a duly elected of
this Corporation.
1
Clerk or Secretary of the Corporation
If a corporation,attach
certificate of vote or apply
corporate seal here)
Page 27
Town of Agawam
36 Main Street
Atrawam.MA 01001
EXHIBIT F
EQUAL OPPORTUNITY CERTIFICATION
Pursuant to 28 CFR Part 42.204 (d), I certify that my employment practices comply with Equal
Opportunity Requirements and complies with 28 CFR Part 42.202.; that my organization
complies with the Americans with Disabilities Act.
Individual or Corporate Name of Proposer
Sign tureofAuthorizedAgent
Printed Name ofAuthorized Agent
12J gM4,_2!'
^Title �^
Date
Form must be signed by a duly authorized officer(s)eligible to sign contract documents for the firm.Consortiums,joint
ventures,or teams submitting proposals will not be considered responsive unless it is established that all contractual
responsibility rests solely with one contractor or one legal entity.The Proposal must indicate the responsible entity.
Contractor should be aware that joint responsibility and liability will attach to any resulting contract and failure of one party
in a joint venture to perform will not relieve the other party or parties of total responsibility for performance.
Page 28